2023-04-17T08:40:42-07:00 2022-05-31 990 2021-06-01 560529999 HIGH POINT UNIVERSITY HIGH 3368419000 ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 Deborah S McClintock VICE PRESIDENT - FINANCIAL AFFAIRS 3368419202 2023-04-17 1 11 0 AAL2 X 2021 2023-04-26 12:10:37Z DEBORAH S MCCLINTOCK ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 448266620 0 X WWW.HIGHPOINT.EDU X 1928 NC HIGH POINT UNIVERSITY'S INSPIRING ENVIRONMENT, CARING PEOPLE, AND ENGAGING EDUCATION EQUIP GRADUATES FOR SUCCESS AND SIGNIFICANCE BY CULTIVATING THE VALUES, KNOWLEDGE, MINDSET, AND SKILLS NECESSARY TO THRIVE IN A COMPETITIVE AND RAPIDLY CHANGING WORLD. THE VISION OF HIGH POINT UNIVERSITY IS TO BE A NATIONALLY PROMINENT, PRIVATE INSTITUTION RECOGNIZED FOR THE EXCELLENCE OF ITS ACADEMIC PROGRAMS, THE DEPTH OF ITS VALUES-BASED CULTURE, THE BREADTH OF ITS INCLUSIVENESS, AND THE STRENGTH OF ITS COMMITMENT TO EQUIPPING STUDENTS TO LEAD LIVES OF SUCCESS AND SIGNIFICANCE. 42 38 2772 100 70937 69937 41696208 99214423 300752682 332182708 3522024 5505314 1432267 1862569 347403181 438765014 66811917 79422548 0 0 70950905 82701411 0 0 4018926 124474263 157557037 262237085 319680996 85166096 119084018 948579142 1058110850 181974938 179648181 766604204 878462669 HIGH POINT UNIVERSITY'S INSPIRING ENVIRONMENT, CARING PEOPLE, AND ENGAGING EDUCATION EQUIP GRADUATES FOR SUCCESS AND SIGNIFICANCE BY CULTIVATING THE VALUES, KNOWLEDGE, MINDSET, AND SKILLS NECESSARY TO THRIVE IN A COMPETITIVE AND RAPIDLY CHANGING WORLD. THE VISION OF HIGH POINT UNIVERSITY IS TO BE A NATIONALLY PROMINENT, PRIVATE INSTITUTION RECOGNIZED FOR THE EXCELLENCE OF ITS ACADEMIC PROGRAMS, THE DEPTH OF ITS VALUES-BASED CULTURE, THE BREADTH OF ITS INCLUSIVENESS, AND THE STRENGTH OF ITS COMMITMENT TO EQUIPPING STUDENTS TO LEAD LIVES OF SUCCESS AND SIGNIFICANCE. 0 0 240751641 69534322 284142938 HIGH POINT UNIVERSITY IS A PRIVATE, CO-ED UNIVERSITY COMMITTED TO PROVIDING STUDENTS WITH AN EXCEPTIONAL EDUCATION. HPU SERVES APPROXIMATELY 4,900 UNDERGRADUATE STUDENTS THROUGH ITS PHILLIPS SCHOOL OF BUSINESS, WANEK SCHOOL OF NATURAL SCIENCES, WEBB SCHOOL OF ENGINEERING, QUBEIN SCHOOL OF COMMUNICATIONS, HAYWORTH SCHOOL OF ARTS & DESIGN, SCHOOL OF NURSING, STOUT SCHOOL OF EDUCATION, CONGDON SCHOOL OF HEALTH SCIENCES, AND SCHOOL OF HUMANITIES AND BEHAVIORAL SCIENCES. 18601055 7713661 48051782 THE UNIVERSITY, THROUGH ITS NORCROSS GRADUATE SCHOOL, ALSO SERVES APPROXIMATELY 1,000 GRADUATE STUDENTS SEEKING DEGREES IN BUSINESS ADMINISTRATION, EDUCATION, ATHLETIC TRAINING, PHYSICIAN ASSISTANT, STRATEGIC COMMUNICATION, HEALTH SCIENCES, PHYSICAL THERAPY AND PHARMACY. 0 0 0 259352696 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0 1 0 0 0 0 1 7625 0 1 2772 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 42 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DEBORAH S MCCLINTOCK 3368419000 ONE UNIVERSITY PARKWAY HIGH POINT NC 272680001 NIDO QUBEIN PRESIDENT 60 0 X 1603334 0 552203 TUBBY SMITH COACH 40 0 X 1070427 0 34009 DANIEL ERB PROVOST 60 0 X 277569 0 36367 ANDREW BILLS SENIOR VICE PRESIDENT 50 0 X 281372 0 31281 CHRIS DUDLEY SENIOR VICE PRESIDENT 50 0 X 266598 0 29485 BRAD CALLOWAY SENIOR VICE PRESIDENT 60 0 X 242506 0 39448 EARLE LINGLE DEAN SCHOOL OF PHARMACY 40 0 X 234944 0 12635 ROGER CLODFELTER SENIOR VICE PRESIDENT 60 0 X 223958 0 22781 DEBI SHUTTERS VICE PRESIDENT / CFO 50 0 X 193664 0 35165 SCOTT HEMBY PHARMACY PROFESSOR 40 0 X 203899 0 24922 SCOTT DE ROSSI DEAN SCHOOL OF DENTAL MEDICINE AND ORAL HEALTH 40 0 X 200889 0 18083 GAIL TUTTLE SENIOR VICE PRESIDENT 60 0 X 195149 0 19420 KEVIN FORD DEAN SCHOOL OF HEALTH SCIENCES 40 0 X 177561 0 20307 BARRY KITLEY SENIOR VICE PRESIDENT 40 0 X 158950 0 25269 KERR RAMSAY SENIOR VICE PRESIDENT 40 0 X 153350 0 19614 MICHAEL BROWN TRUSTEE 0.5 0 X 0 0 0 TERESA CAINE TRUSTEE 0.5 0 X 0 0 0 RICHARD CALLICUTT II TRUSTEE 0.5 0 X 0 0 0 ROY CARROLL TRUSTEE 0.5 0 X 0 0 0 LORRAINE CHARMAN TRUSTEE 0.5 0 X 0 0 0 CHRISTINE COTTRELL TRUSTEE 0.5 0 X 0 0 0 DAVID COUCH TRUSTEE 0.5 0 X 0 0 0 J CARLVENA FOSTER TRUSTEE 0.5 0 X 0 0 0 SHIRLEY FRYE CHAIR OF STUDENT LIFE COMMITTEE/TRUSTEE 0.5 0 X 0 0 0 JAMES C HOWELL TRUSTEE 0.5 0 X 0 0 0 KENNETH KAHN TRUSTEE 0.5 0 X 0 0 0 MIRIAM KIMSEY TRUSTEE 0.5 0 X 0 0 0 KATHERINE MAYNARD TRUSTEE 0.5 0 X 0 0 0 KRISTINE MESTDAGH TRUSTEE 0.5 0 X 0 0 0 KEVIN NORTON TRUSTEE 0.5 0 X 0 0 0 JEFF PATTERSON TRUSTEE 0.5 0 X 0 0 0 DAVID HAYWORTH TRUSTEE 0.5 0 X 0 0 0 MARK PHILLIPS TRUSTEE 0.5 0 X 0 0 0 STEPHEN POND TRUSTEE 0.5 0 X 0 0 0 ANNE WALKER TRUSTEE 0.5 0 X 0 0 0 J ALEXANDER WARD TRUSTEE 0.5 0 X 0 0 0 MARK WEBB CHAIR OF AUDIT, INVESTMENT & FINANCE COMMITTEE/TRUSTEE 0.5 0 X 0 0 0 DOUGLAS WITCHER TRUSTEE 0.5 0 X 0 0 0 MOLLY YOUNG TRUSTEE 0.5 0 X 0 0 0 ELIZABETH ALDRIDGE TRUSTEE 0.5 0 X 0 0 0 ROBERT BROWN CHAIR OF BOARD/TRUSTEE 0.5 0 X 0 0 0 PETER MAHLER TRUSTEE 0.5 0 X 0 0 0 RICHARD BUDD TRUSTEE 0.5 0 X 0 0 0 THAYER COGGIN TRUSTEE 0.5 0 X 0 0 0 EARL CONGDON TRUSTEE 0.5 0 X 0 0 0 FLOYD CRAVEN TRUSTEE 0.5 0 X 0 0 0 JOHN FINCH TRUSTEE 0.5 0 X 0 0 0 DAVID FRANCIS TRUSTEE 0.5 0 X 0 0 0 DONALD HAYNES TRUSTEE 0.5 0 X 0 0 0 ROBERT STROUPE TRUSTEE 0.5 0 X 0 0 0 CHRISTOPHER HENSON VICE CHAIR/TRUSTEE 0.5 0 X 0 0 0 THOMAS INGRAM CHAIR, ACADEMIC AFFAIRS/TRUSTEE 0.5 0 X 0 0 0 RON JONES TRUSTEE 0.5 0 X 0 0 0 GENE KESTER TRUSTEE 0.5 0 X 0 0 0 WILLIAM KESTER TRUSTEE 0.5 0 X 0 0 0 MEREDITH MICHENER TRUSTEE 0.5 0 X 0 0 0 J ROBERT STOUT TRUSTEE 0.5 0 X 0 0 0 RICHARD VERT TRUSTEE 0.5 0 X 0 0 0 FRED WILSON TRUSTEE 0.5 0 X 0 0 0 5484170 0 920989 127 0 1 0 ARAMARK HIGH POINT UNIVERSITY ONE UNIV PWKY HIGH POINT NC 27268 FOOD SERVICES 22037406 CHRISTMAN SAMET A JOINT VENTURE 208 N CAPITOL AVE LANSING MI 48933 GENERAL CONTRACTOR 18610381 SMITH & JENNINGS INC 1020 HEDGECOCK ROAD HIGH POINT NC 27262 GENERAL CONTRACTOR 12547493 BUDD GROUP 2325 SOUTH STRATFORD ROAD WINSTON SALEM NC 27103 MAINTENANCE SERVICES 9908005 D H GRIFFIN CONSTRUCTION CO LLC 600 GREEN VALLEY ROAD SUITE 301 GREENSBORO NC 27408 GENERAL CONTRACTOR 3066038 63 0 0 0 0 8655255 90559168 2013721 99214423 STUDENT TUITION AND FEES 611710 236197616 236197616 0 0 RESIDENCE HALL FEES 721310 56253509 56253509 0 0 CAFETERIA/MEALS 722210 37757980 37757980 0 0 INTERCOLLEGIATE ATHLETICS 611710 1325589 1325589 0 0 BOOKSTORE 611110 375954 375954 0 0 272060 272060 0 0 332182708 2506675 0 26778 2479897 0 0 0 0 126782 126782 0 0 1163802 0 2940126 0 -1776324 0 -1776324 0 0 -1776324 9470885 49447 6480289 41404 2990596 8043 2998639 0 0 2998639 12012 0 39787 -27775 0 -27775 0 0 0 0 0 0 0 0 0 0 0 0 SUMMER CONFERENCES 611110 742328 742328 0 0 2797558 2753399 44159 0 3539886 438765014 335805217 70937 3674437 2174565 2174565 77247983 77247983 0 0 0 0 4407483 215554 3479543 712386 65467915 57019660 6431880 2016375 3023000 3023000 0 0 9803013 7595939 1768638 438436 0 0 0 0 0 0 0 0 1020059 0 1020059 0 137445 0 137445 0 0 0 0 0 0 0 522954 0 522954 0 9076190 6946095 2019744 110351 5608772 5393995 214777 0 25582571 18851093 6323957 407521 6832606 2514528 4318078 0 0 0 0 0 45840487 27835211 18005276 0 3227965 974767 2094080 159118 0 0 0 0 0 0 0 0 2992193 0 2992193 0 0 0 0 0 32804340 31295340 1509000 0 2661881 0 2661881 0 SPECIAL EVENTS 7595496 6111196 1309561 174739 INTERCOLLEGIATE ATHLETICS 3254364 3254364 0 0 10399714 8899406 1500308 0 319680996 259352696 56309374 4018926 1213015 1800833 71556535 67225023 12120407 66984106 10205234 13029931 0 8174840 0 0 8194896 18246 0 0 757481 1311786 1099688994 336591622 734080996 763097372 70278931 76217129 30813596 51117624 222182 0 0 0 9135869 9133960 948579142 1058110850 26770615 26694528 0 0 30387569 37483816 118315682 109473257 505701 1204730 0 0 5457293 4735182 0 0 538078 56668 181974938 179648181 X 614908505 674955496 151695699 203507173 766604204 878462669 948579142 1058110850 X 119084018 -10841881 0 274366 0 3341962 X 0 1 X 1 1 1 X 32205988 29906831 32360327 42620872 99214423 236308441 0 0 0 0 0 0 0 0 0 0 0 0 32205988 29906831 32360327 42620872 99214423 236308441 66788298 169520143 2060429 2702781 3937356 2246393 3643699 14590658 89233 76456 79820 42134 70937 358580 20905 16469 1440 12926 12012 63752 251321431 1382833302 0.67452 0.84609 X Schedule A, Part II, Line 10 OTHER INCOME ON LINE 10 OF SCHEDULE A IS GAIN OR (LOSS) FROM FUNDRAISING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1661315 0 0 X EDUCATION 0 0 1 X 127505121 21005004 -5341443 0 3963425 493686 138711571 78259483 30933756 21382031 0 2771078 299071 127505121 65747536 13722553 1413235 0 2388313 235528 78259483 63760429 3302177 898021 0 1903517 219574 65837536 56668533 5563978 3766459 0 2016752 221789 63760429 0.2146 0.1664 0.619 1 0 82657479 0 82657479 766337210 0 183445016 582892194 83628436 0 37626518 46001918 145012109 0 115520088 29492021 22053760 0 0 22053760 763097372 0 STUDENT LOAN MONIES 56668 56668 X 348429878 -10841881 688525 0 -73906020 -84059376 432489254 248589 6027171 6275760 438765014 236571413 688525 0 0 2979913 3668438 232902975 248589 86529432 86778021 319680996 Schedule D, Part III, Line 4 THE UNIVERSITY MAINTAINS ART AND OTHER COLLECTIBLES DISPLAYED IN VARIOUS CAMPUS BUILDINGS FOR EDUCATIONAL AND INSTRUCTIONAL PURPOSES. Schedule D, Part IV, Line 2b THE UNIVERSITY ALLOWS THE STUDENT GOVERNMENT ASSOCIATION TO KEEP MONEY THAT THEY HAVE COLLECTED IN A UNIVERSITY CONTROLLED BANK ACCOUNT. Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE USED FOR THE PURPOSES STIPULATED BY THE INDIVIDUAL DONOR(S) OF THE ENDOWED FUNDS. THE MAJORITY OF THE UNIVERSITY'S ENDOWMENT IS FOR SCHOLARSHIPS OR PROFESSORSHIPS/CHAIRS. Schedule D, Part X, Line 2 IT IS THE UNIVERSITY'S POLICY TO EVALUATE ALL SIGNIFICANT TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE CONSOLIDATED FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2022 AND 2021. CURRENTLY, THAT STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING THE YEAR ENDED MAY 31, 2019; HOWEVER, NO EXAMINATIONS ARE IN PROCESS. ANY CHANGES IN THE AMOUNT OF A TAX POSITION, AS WELL AS RELATED PENALTIES AND INTEREST, WILL BE RECOGNIZED IN THE PERIOD THAT CHANGE OCCURS. Schedule D, Part XI, Line 2d $3,341,962: CHANGE IN INTEREST RATE SWAP; -$77,247,983: FUNDED AND UNFUNDED AID; $1 ROUNDING Schedule D, Part XI, Line 4b 2,594,094-REVENUE NETTED AGAINST OTHER EXPENSE ON FINANCIAL STATEMENT. -2,940,126 RENTAL EXPENSE. 6,412,990 FEDERAL GRANT EXPENSE NETTED AGAINST REVENUE IN CAPITAL GIFTS AND GRANTS. -39,787 FUNDRAISING EXPENSE. Schedule D, Part XII, Line 2d $2,940,126 RENTAL EXPENSE REPORTED ON PART VIII; $39,787 REPORTED ON PART VIII. Schedule D, Part XII, Line 4b 2,594,095 MISC. REVENUE NETTED AGAINST OTHER EXPENSE AND REPORTED ON PART VIII. 6,412,990 FEDERAL GRANT AWARDED NETTED AGAINST CAPITAL GIFTS AND GRANTS REPORTED ON PART IX. 274,366 INVESTMENT FEES PAID THROUGH UNREALIZED GAIN/LOSS. 77,247,983 FUNDED AND UNFUNDED AID. -$2 ROUNDING. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 ALL BROADCASTS AND PUBLISHED STATEMENTS FOLLOW THE GUIDELINES PER REVENUE PROCEDURE 75-50 AND ARE DISSEMINATED TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE SCHOOL. Schedule E, Part I, Line 6 THE UNIVERSITY RECEIVES SCHOLARSHIP AND STUDENT AID DOLLARS ON BEHALF OF STUDENTS ENROLLED. THOSE DOLLARS ARE PASSED THROUGH TO THE STUDENTS. 1 East Asia and the Pacific 0 0 Program Services STUDY ABROAD (JAPAN) 3700 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (ENGLAND) 60491 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (ITALY) 231033 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (MULTI) 159052 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (SPAIN) 86760 Sub-Saharan Africa 0 0 Program Services STUDY ABROAD (SOUTH AFRICA) 1400 Central America and the Caribbean 0 0 Investments FOREIGN INVESTMENTS. 2185000 Europe (including Iceland and Greenland) 0 0 Investments FOREIGN INVESTMENTS. 1235000 East Asia and the Pacific 0 0 Investments FOREIGN INVESTMENTS. 173000 0 0 4135436 0 0 0 0 1 0 Schedule F, Part I, Line 2 ALL DISBURSEMENTS MADE BY THE UNIVERSITY IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE REVIEWED AND APPROVED BY DULY AUTHORIZED INDIVIDUALS. Schedule F, Part I, Line 3 AMOUNTS REPORTED ARE BASED ON BEST AVAILABLE DATA. INVESTMENT AMOUNTS ARE ROUNDED TO THE NEAREST $1,000. UNIVERSITY ACTIVITIES INCLUDE ACADEMIC SUPPORT, INSTITUTIONAL SUPPORT, INSTRUCTION, STUDENT SERVICES AND OPERATING AND MAINTENANCE OF PLANT. 1 HIGH POINT COMMUNITY FOUNDATION PO BOX 5166 HIGH POINT NC 27262 561695787 PUBLIC CHARITY 1000000 0 FMV GENERAL SUPPORT NIDO AND MARIANA QUBEIN CHILDREN'S MUSEUM PO BOX 1030 HIGH POINT NC 27261 824270597 PUBLIC CHARITY 500000 0 FMV GENERAL SUPPORT. HORATIO ALGER ASSOCIATION 99 CANAL CENTER PLAZA NO 320 ALEXANDRIA VA 22314 131669975 PUBLIC CHARITY 250000 0 FMV GENERAL SUPPORT. UNITED WAY OF HIGH POINT 201 CHURCH AVENUE HIGH POINT NC 27262 560547486 PUBLIC CHARITY 124000 0 FMV GENERAL SUPPORT. CITY OF HIGH POINT POLICE DEPARTMENT 1009 LEONARD AVENUE HIGH POINT NC 27260 566000231 MUNICIPAL CORP 100000 0 FMV GENERAL SUPPORT. HIGH POINT CHAMBER OF COMMERCE PO BOX 5025 HIGH POINT NC 27262 560473292 PUBLIC CHARITY 30000 0 FMV GENERAL SUPPORT. PIEDMONT TRIAD PARTNERSHIP 416 GALLIMORE DAIRY ROAD GREENSBORO NC 27409 561750279 PUBLIC CHARITY 25000 0 FMV GENERAL SUPPORT. MYERS PARK UNITED METHODIST CHURCH 1501 QUEENS ROAD CHARLOTTE NC 28207 560529960 PUBLIC CHARITY 25000 0 GENERAL SUPPORT NATIONAL SPEAKERS ASSOCIATION FOUNDATION 3116 SOUTH MILL AVENUE 615 TEMPE AZ 85281 742422640 PUBLIC CHARITY 25000 0 GENERAL SUPPORT NORTH CAROLINA MUSEUM OF HISTORY FOUNDATOIN 5 EAST EDENTON STREET RALEIGH NC 27601 200988951 PUBLIC CHARITY 10000 0 FMV GENERAL SUPPORT. DUKE ENERGY FOUNDATOIN 526 SOUTH CHURCH STREET CHARLOTTE NC 28202 581586283 PUBLIC CHARITY 10000 0 FMV GENERAL SUPPORT. JUVENILE DIABETES RESEARCH FOUNDATOIN 216 W MARKET ST SUITE B GREENSBORO NC 27401 231907729 PUBLIC CHARITY 10000 0 FMV GENERAL SUPPORT. SECOND HARVEST FOOD BANK 3655 REED STREET WINSTON SALEM NC 27107 581457912 PUBLIC CHARITY 10000 0 FMV GENERAL SUPPORT. MINISTER'S CONFERENCE OF HIGH POINT PO BOX 628 HIGH POINT NC 27261 563194545 PUBLIC CHARITY 10000 0 FMV GENERAL SUPPORT. 14 0 ATHLETIC AID 323 7247672 0 MERIT AID 3751 45856866 0 NEED-BASED AND OTHER INSTITUTIONAL AID 1786 14019316 0 INSTITUTIONAL FUNDED FINANCIAL AID 614 6694980 0 EXTERNAL FUNDED FINANCIAL AID 595 3429150 0 Schedule I, Part I, Line 2 THE GRANTEES WERE APPROVED BY THE UNIVERSITY PRESIDENT AND CONFIRMED WITH THE VICE PRESIDENT OF FINANCIAL AFFAIRS. X X X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 NIDO QUBEIN PRESIDENT 852986 0 250600 0 499748 0 533250 0 18953 0 2155537 0 0 0 DEBI SHUTTERS VICE PRESIDENT / CFO 189890 0 2600 0 1174 0 10171 0 24994 0 228829 0 0 0 BRAD CALLOWAY SENIOR VICE PRESIDENT 236843 0 2600 0 3063 0 12613 0 26835 0 281954 0 0 0 DANIEL ERB SENIOR VICE PRESIDENT OF ACADEMIC AFFAIRS 270460 0 2600 0 4509 0 14133 0 22234 0 313936 0 0 0 ANDREW BILLS SENIOR VICE PRESIDENT 275334 0 2600 0 3438 0 14177 0 17104 0 312653 0 0 0 CHRIS DUDLEY SENIOR VICE PRESIDENT 262898 0 2600 0 1100 0 13526 0 15959 0 296083 0 0 0 GAIL TUTTLE SENIOR VICE PRESIDENT 190206 0 2600 0 2343 0 9624 0 9795 0 214568 0 0 0 ROGER CLODFELTER SENIOR VICE PRESIDENT 220379 0 2600 0 979 0 11272 0 11509 0 246739 0 0 0 BARRY KITLEY SENIOR VICE PRESIDENT 155413 0 2600 0 937 0 8239 0 17030 0 184219 0 0 0 KERR RAMSAY SENIOR VICE PRESIDENT 150206 0 2600 0 544 0 7732 0 11882 0 172964 0 0 0 TUBBY SMITH COACH 988623 0 600 0 81204 0 14500 0 19509 0 1104436 0 0 0 EARLE LINGLE DEAN SCHOOL OF PHARMACY 229217 0 2600 0 3127 0 11476 0 1159 0 247579 0 0 0 SCOTT HEMBY PHARMACY PROFESSOR 199173 0 2600 0 2126 0 10329 0 14593 0 228821 0 0 0 SCOTT DE ROSSI DEAN SCHOOL OF DENTAL MEDICINE AND ORAL HEALTH 173249 0 27300 0 340 0 8896 0 9187 0 218972 0 0 0 KEVIN FORD DEAN SCHOOL OF HEALTH SCIENCES 174237 0 2600 0 724 0 8885 0 11422 0 197868 0 0 0 Schedule J, Part I, Line 1a DR. NIDO QUBEIN, PRESIDENT, HAS SERVICES PROVIDED AT HIS HOME, INCLUDING CLEANING STAFF, MAINTENANCE SERVICES AS NEEDED AND A GROUNDSKEEPER. THE UNIVERSITY PROVIDES CHARTER TRAVEL FOR THE PRESIDENT'S TRAVEL NEEDS. THE PRESIDENT AND TUBBY SMITH, HEAD MEN'S BASKETBALL COACH, RECEIVE A HOUSING ALLOWANCE. THE UNIVERSITY PAYS COUNTRY CLUB DUES FOR THE HEAD MEN'S BASKETBALL COACH. ANY TAXABLE INCOME RESULTING FROM THE PROVISION OF THE ABOVE ITEMS ARE REPORTED AS TAXABLE INCOME ON THE PRESIDENT'S OR HEAD MEN'S BASKETBALL COACH'S W-2. Schedule J, Part I, Line 3 AN INDEPENDENT CONSULTING FIRM WAS HIRED TO INITIALLY REVIEW THE COMPENSATION PACKAGE AND CONTINUES TO PROVIDE ONGOING GUIDANCE/REVIEW. Schedule J, Part I, Line 4 DR. NIDO QUBEIN, PRESIDENT, RECEIVED A CONTRIBUTION TO HIS 457F PLAN IN THE AMOUNT OF $518,750. A NC CAPITAL FACILITIES FINANCE AGENCY 561592154 000000000 2015-10-22 80630000 SEE PART VI 0 0 0 B NC CAPITAL FACILITIES FINANCE AGENCY 561592154 65818PNC9 2021-03-18 45435000 SEE PART VI 0 0 0 A 22218000 0 80630000 0 0 0 188145 0 0 80441855 0 0 2016 1 0 1 1 B 1970000 0 54582111 0 0 0 501870 0 0 54080241 0 0 2021 1 0 1 1 A 0 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 0 A 0 0 1 0 1 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 Schedule K, Part I, Column f-10/22/2015 80,630,000 NC CAPITAL FACILITIES FINANCE AGENCY $19,950,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2006, ISSUED 12/14/2006. $21,490,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2007, ISSUED 10/11/2007. $30,000,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2008, ISSUED 06/18/2008. $9,190,000 HEALTH SCIENCES FACILITIES AND ISSUANCE EXPENSE. Schedule K, Part I, Column f-03/18/2021 45,435,000 NC CAPITAL FACILITIES FINANCE AGENCY $14,250,000 TO REFUND NCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2011, ISSUED 07/07/2011. $39,805,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2012, ISSUED 07/11/2012. $501,870 ISSUANCE EXPENSE. Schedule K, Part II, Line 3-03/18/2021 45,435,000 NC CAPITAL FACILITIES FINANCE AGENCY BOND ISSUED WITH AN ORIGINAL ISSUE PREMIUM OF $9,147,111. DR NIDO QUBEIN PRESIDENT PREMIUMS PAID ON LIFE INSURANCE X 8174840 8174840 0 1 1 8174840 TRUIST BANK NIDO QUBEIN, PRESIDENT, IS ON THE BOARD OF DIRECTORS OF TRUIST. 10995262 HIGH PONIT UNIVERSITY DOES BANKING WITH TRUIST. 0 BUDD GROUP THE BUDD GROUP CEO, JOSEPH BUDD, IS THE SON OF TRUSTEE RICHARD BUDD. 10783815 THE BUDD GROUP IS CONTRACTED TO PERFORM MAINTENANCE, GROUNDS KEEPING AND JANITORIAL SERVICES FOR HIGH POINT UNIVERSITY. 0 SOUTHEASTERN BUILDING SERVICES INC MIRIAM KIMSEY, TRUSTEE, IS THE VICE PRESIDENT OF SOUTHEASTERN BUILDING INC. 449611 THE COMPANY PROVIDES HVAC MAINTENANCE AND REPAIR SERVICES TO VARIOUS CAMPUS BUILDINGS. 0 PHILLIPS COLLECTION MARK PHILLIPS, PRESIDENT/CEO OF PHILLIPS COLLECTION IS A TRUSTEE. 115270 PHILLIPS COLLECTION PROVIDES THE UNIVERSITY WITH VARIOUS ARTWORK/SCULPTURES. 0 Schedule L, Part II THE PREMIUMS PAID REPRESENT A SPLIT DOLLAR LIFE INSURANCE LOAN, THE REPAYMENT OF WHICH IS SECURED BY A COLLATERAL PLEDGE OF THE PROCEEDS OF THE LIFE INSURANCE POLICY. X 27 2013721 FMV 0 0 1 1 Schedule M, Part I, Line 32b OCCASIONALLY THE UNIVERSITY RECEIVES REAL ESTATE AS A GIFT AND WILL HIRE AN INDEPENDENT REAL ESTATE AGENT TO SELL THE PROPERTY. Form 990, Part VI, Section A, Line 2 BOARD OF TRUSTEE GENE AND WILLIAM KESTER HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS PREPARED IN THE OFFICE OF THE VICE PRESIDENT FOR FINANCIAL AFFAIRS AND IS REVIEWED BY THE AUDIT FIRM AND LEGAL COUNSEL. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE UNIVERSITY PRESIDENT WITH COPIES MADE AVAILABLE FOR REVIEW TO THE BOARD OF TRUSTEES. Form 990, Part VI, Section B, Line 12c EACH OFFICER OF THE ORGANIZATION IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AGREEMENT WHICH THE UNIVERSITY MONITORS ON AN ONGOING BASIS AND REVIEWS THOROUGHLY AT LEAST ANNUALLY. Form 990, Part VI, Section B, Line 15 AN INDEPENDENT CONSULTING FIRM WAS HIRED TO INITIALLY REVIEW THE COMPENSATION PACKAGE AND CONTINUES TO PROVIDE ONGOING GUIDANCE AND REVIEWS BY PROVIDING PERIODIC REPORTS TO THE BOARD OF TRUSTEES COMPENSATION COMMITTEE. Form 990, Part VI, Section C, Line 19 THE UNIVERSITY MAKES LEGALLY REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9 CHANGE IN INTEREST RATE SWAP $3,341,962. 1924 HOLDINGS LLC ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 900660924 RENTAL NC 737921 20102240 HIGH POINT UNIVERSITY LONGLEAF PINE REALTY LLC 101 NORTH TRYON STREET SUITE 1900 CHARLOTTE NC 28246 REAL ESTATE PURCHASES NC 0 0 HIGH POINT UNIVERSITY OLYMPUS REALTY LLC 101 NORTH TYRON STREET SUITE 1900 CHARLOTTE NC 28246 REAL ESTATE PURCHASES NC 0 0 HIGH POINT UNIVERSITY LILY PAD INVESTORS LLC P O BOX 1550 HIGH POINT NC 27261 REAL ESTATE PURCHASES NC 0 0 HIGH POINT UNIVERSITY