HUNTINGDON COLLEGE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HUNTINGDON COLLEGE (EIN 63-0288841)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-18
- IRS object ID
- 202221089349300542
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-18T12:40:43-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631035228 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON THORNTON & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 96 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 361010096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630288841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGDON COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 3348334403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST FAIRVIEW AVENUE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY DORMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3348334403 | PhoneNum |
| Signature | 2022-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAY | PersonFirstNm |
| Person Last | DORMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE K COOK | PreparerPersonNm |
| PTIN | P00537690 | PTIN |
| Phone | 3348347660 | PhoneNum |
| Preparation | 2022-04-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN CAMERON WEST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST FAIRVIEW AVENUE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,219,992 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUNTINGDON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1854 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | HUNTINGDON COLLEGE, THROUGH THE USE OF TRADITIONAL AND NON-TRADITIONAL TEACHING AND LEARNING ENVIRONMENTS, PROVIDES A FOUNDATIONAL EDUCATION IN THE LIBERAL ARTS DISCIPLINES AND PROFESSIONAL ACADEMIC STUDIES ACROSS MULTIPLE DEGREE LEVELS FOR STUDENTS FROM DIVERSE BACKGROUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 463 | TotalEmployeeCnt |
| Total Volunteers | 172 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,491,333 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,180,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,924,227 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,185,365 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,748,953 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,800,415 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,010 | PYOtherRevenueAmt |
| CY Other Revenue | $209,011 | CYOtherRevenueAmt |
| PY Total Revenue | $34,166,523 | PYTotalRevenueAmt |
| CY Total Revenue | $38,375,541 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,575,119 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,202,843 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,951,470 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,030,733 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $546,169 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,513,808 | PYOtherExpensesAmt |
| CY Other Expenses | $10,017,890 | CYOtherExpensesAmt |
| PY Total Expenses | $34,040,397 | PYTotalExpensesAmt |
| CY Total Expenses | $34,251,466 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $126,126 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,124,075 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,105,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,943,913 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,825,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,948,177 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,279,725 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $71,995,736 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HUNTINGDON COLLEGE, THROUGH THE USE OF TRADITIONAL AND NON-TRADITIONAL TEACHING AND LEARNING ENVIRONMENTS, PROVIDES A FOUNDATIONAL EDUCATION IN THE LIBERAL ARTS DISCIPLINES AND PROFESSIONAL ACADEMIC STUDIES ACROSS MULTIPLE DEGREE LEVELS FOR STUDENTS FROM DIVERSE BACKGROUNDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,526,560 | ExpenseAmt |
| Grant | $11,202,843 | GrantAmt |
| Revenue | $27,185,365 | RevenueAmt |
| Desc | HUNTINGDON COLLEGE IS CO-EDUCATIONAL, PRIMARILY FOUR-YEAR INSTITUTION, WITH A RICH LIBERAL ARTS TRADITION THAT IS GROUNDED IN THE JUDEO-CHRISTIAN HERITAGE OF THE UNITED METHODIST CHURCH. | Desc |
| Total Program Service Expenses | $30,526,560 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 463 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY DORMAN TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3348334403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST FAIRVIEW AVENUE | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MR DAVID STEELE | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DR CELIA S RUDOLPH | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR ROBERT E SEIBELS III | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS ELIZABETH COUEY SMITHART | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REVEREND VAUGHN STAFFORD | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| BISHOP DEBORAH WALLACE-PADGETT | ||||||||
| TRUSTEE - EX-OFFICIO | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DR EUGENE E STANALAND | ||||||||
| TRUSTEES-EMERITUS | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DR CHARLES G TOMBERLIN | ||||||||
| LIFE MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR W KENDRICK UPCHURCH III | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DR LAURIE JEAN WEIL | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS SUZANNE WENDLAND RHODES | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DR LAWRENCE MCLEMORE | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS EMILIE HOBBS REID | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR FREDERICK A FROST | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR GENE MATTHEW POPE | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REVEREND DR BRIAN MILLER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS LOIS FLOWERS YOUNGBLOOD | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MRS BEVERLY GORDY MCKINNEY | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DR G MARK KINGRY JR | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REVEREND EMILY D KINCAID | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS JENNIFER KENDRICK | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR DAVID HUDSON JR | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS WANDA A HOWARD | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REVEREND NANCY HASTINGS HORNSBY | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REVEREND DR EDWARD GLAIZE | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR JOEDEWITT READ | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS BETTY WAITE ZOLLER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REVEREND DR KENNETH A DUNIVANT | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR WILLIAM B WILSON | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DR SANDERS M BENKWITH | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REVEREND JAY D COOPER | ||||||||
| TRUSTEE - ADVISORY | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR MARK COLSON | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REV DR DALE COHEN | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR H DAVID COBB II | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DR CHARLES RICHARD CHAPPELL | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS LUCINDA SAMFORD CANNON | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS CAROL BUTLER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR JOHN C BULLARD SR | ||||||||
| TRUSTEE - EMERITUS | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR DAVE G BORDEN | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR JAMES H ANDERSON | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR CARL A BARKER | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REVEREND DR ROB COUCH | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS GLENDA A ALLRED | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR JOHN N ALBRITTON JR | ||||||||
| TRUSTEE - EMERITUS | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MR ROBERT HOWARD ADAMS | ||||||||
| TRUSTEE - EMERITUS | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MS BETTY T MCMAHON | ||||||||
| TRUSTEE - SECRETARY | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MS KATRINA R KEEFER | ||||||||
| TRUSTEE - VICE CHAIRMAN | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| THE HONORABLE LEURA GARRETT CANARY | ||||||||
| TRUSTEE - CHAIRMAN | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MR ANTHONY C STALLWORTH | ||||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| BISHOP DAVID GRAVES | ||||||||
| TRUSTEE - EX-OFFICIO | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| THE REVEREND J CAMERON WEST | ||||||||
| PRESIDENT OF COLLEGE/EX-OF | 40.00 | $300,576 | $0 | $33,646 | Yes (X) | |||
| MR JAY A DORMAN | ||||||||
| TREASURER/SENIOR VICE PRES | 40.00 | $236,153 | $0 | $19,247 | Yes (X) | |||
| SANDRA B KELSER | ||||||||
| SECRETARY OF THE CORPORATI | 40.00 | $66,492 | $0 | $8,038 | Yes (X) | |||
| DR ANTHONY J LEIGH | ||||||||
| VP COLLEGE & ALUMNI AFFAIR | 40.00 | $164,806 | $0 | $8,255 | Yes (X) | |||
| MR MICHAEL W TURK | ||||||||
| ASSOC. DIRECTOR OF ATHLETI | 40.00 | $201,009 | $0 | $10,050 | Yes (X) | |||
| DR SAMIR MOUSSALLI | ||||||||
| PROFESSOR/BUS. DEPT CHAIR | 40.00 | $145,318 | $0 | $16,887 | Yes (X) | |||
| CINZA MOUSSALLI | ||||||||
| PROFESSOR OF FINANCE & ECO | 40.00 | $113,301 | $0 | $5,665 | Yes (X) | |||
| SIDNEY STUBBS | ||||||||
| VP FOR INST RESEARCH AND A | 40.00 | $109,359 | $0 | $10,847 | Yes (X) | |||
| CHRISTOPHER CLARK | ||||||||
| ASSOCIATE VP FOR HR & RISK MANAGEMENT | 40.00 | $109,020 | $0 | $10,287 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,446,034 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $122,922 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK SERVICES INC | |||||
| 1500 E FAIRVIEW AVENUE | MONTGOMERY | AL | 36106 | DINING SERVICES | $2,349,738 |
| SHAW CONTRACT FLOORING SERVICES INC | |||||
| 185 S INDUSTRIAL BLVD | CALHOUN | GA | 30701 | FOOTBALL TURF REPLACEMENT | $413,149 |
| HUFHAMFARRIS CONSTRUCTION LLC | |||||
| 7020 FAIN PARK DR STE 1 | MONTGOMERY | AL | 36117 | CONSTRUCTION | $276,290 |
| CAMPUS CAFE SOFTWARE | |||||
| 990 WASHINGTON ST SUITE 102 | DEDHAM | MA | 02026 | STUDENT INFORMATION SYSTEM SOFTWARE | $187,153 |
| COPELAND FRANCO SCREWS & GILL PA | |||||
| P O BOX 347 | MONTGOMERY | AL | 36101 | LEGAL | $182,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,192,347 | GovernmentGrantsAmt |
| All Other Contributions | $1,988,403 | AllOtherContributionsAmt |
| Noncash Contributions | $202,800 | NoncashContributionsAmt |
| Total Contributions | $9,180,750 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $26,196,633 | $26,196,633 |
| AUXILIARY ENTERPRISES | 900099 | $559,985 | $559,985 |
| OTHER SOURCES | 900099 | $428,747 | $428,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,185,365 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,829,523 | TotalRevenueColumnAmt |
| Exclusion | $1,829,523 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $562,290 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $353,279 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $209,011 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,011 | TotalRevenueColumnAmt |
| Exclusion | $209,011 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,461,814 | SecuritiesAmt |
| Other | $250 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,491,172 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$29,358 | SecuritiesAmt |
| Other | $250 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,108 | TotalRevenueColumnAmt |
| Exclusion | -$29,108 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,375,541 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,185,365 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,009,426 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,819 | TotalAmt |
| Program Services | $7,819 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,195,024 | TotalAmt |
| Program Services | $11,195,024 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,771 | TotalAmt |
| Program Services | $120,230 | ProgramServicesAmt |
| Management And General | $358,780 | ManagementAndGeneralAmt |
| Fundraising | $280,761 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,150,988 | TotalAmt |
| Program Services | $8,932,869 | ProgramServicesAmt |
| Management And General | $1,015,099 | ManagementAndGeneralAmt |
| Fundraising | $203,020 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,207 | TotalAmt |
| Program Services | $416,422 | ProgramServicesAmt |
| Management And General | $47,321 | ManagementAndGeneralAmt |
| Fundraising | $9,464 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,173 | TotalAmt |
| Program Services | $774,553 | ProgramServicesAmt |
| Management And General | $88,017 | ManagementAndGeneralAmt |
| Fundraising | $17,603 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,594 | TotalAmt |
| Program Services | $674,603 | ProgramServicesAmt |
| Management And General | $76,659 | ManagementAndGeneralAmt |
| Fundraising | $15,332 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,376 | TotalAmt |
| Management And General | $199,376 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,475 | TotalAmt |
| Management And General | $86,475 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,259 | TotalAmt |
| Program Services | $25,433 | ProgramServicesAmt |
| Management And General | $2,826 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,430,491 | TotalAmt |
| Program Services | $1,827,300 | ProgramServicesAmt |
| Management And General | $588,640 | ManagementAndGeneralAmt |
| Fundraising | $14,551 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700 | TotalAmt |
| Program Services | $1,530 | ProgramServicesAmt |
| Management And General | $170 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,301 | TotalAmt |
| Program Services | $1,454,671 | ProgramServicesAmt |
| Management And General | $161,630 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,051 | TotalAmt |
| Management And General | $70,051 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,847 | TotalAmt |
| Program Services | $768,462 | ProgramServicesAmt |
| Management And General | $85,385 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,377 | TotalAmt |
| Program Services | $772,513 | ProgramServicesAmt |
| Management And General | $86,138 | ManagementAndGeneralAmt |
| Fundraising | $2,726 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,216 | TotalAmt |
| Program Services | $5,283 | ProgramServicesAmt |
| Management And General | $622 | ManagementAndGeneralAmt |
| Fundraising | $311 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,683 | TotalAmt |
| Program Services | $519,915 | ProgramServicesAmt |
| Management And General | $57,768 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993,664 | TotalAmt |
| Program Services | $1,794,298 | ProgramServicesAmt |
| Management And General | $199,366 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,649 | TotalAmt |
| Program Services | $378,584 | ProgramServicesAmt |
| Management And General | $42,065 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT PROGRAM EXPENSE | $616,142 | $616,142 | ||
| BAD DEBT EXPENSE | $132,160 | $132,160 | ||
| MISCELLANEOUS | $123,499 | $108,749 | $12,349 | $2,401 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,251,466 | TotalAmt |
| Program Services | $30,526,560 | ProgramServicesAmt |
| Management And General | $3,178,737 | ManagementAndGeneralAmt |
| Fundraising | $546,169 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,169,495 | BOYAmt |
| EOY | $6,219,531 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556,686 | BOYAmt |
| EOY | $6,678 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,505 | BOYAmt |
| EOY | $353,732 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,022 | BOYAmt |
| EOY | $1,461,485 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,520 | BOYAmt |
| EOY | $549,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,798,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,237,905 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,633,108 | BOYAmt |
| EOY | $40,560,426 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,264,200 | BOYAmt |
| EOY | $18,542,858 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,115,673 | BOYAmt |
| EOY | $30,249,455 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,105,209 | BOYAmt |
| EOY | $97,943,913 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,875,945 | BOYAmt |
| EOY | $2,953,084 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,537 | BOYAmt |
| EOY | $236,073 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,962,154 | BOYAmt |
| EOY | $20,074,813 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,335,986 | BOYAmt |
| EOY | $2,126,903 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,102,862 | BOYAmt |
| EOY | $557,304 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,825,484 | BOYAmt |
| EOY | $25,948,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,162,590 | BOYAmt |
| EOY | $11,627,640 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,117,135 | BOYAmt |
| EOY | $60,368,096 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,279,725 | BOYAmt |
| EOY | $71,995,736 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,105,209 | BOYAmt |
| EOY | $97,943,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,124,075 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,319,902 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,272,034 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,911,025 | BeginningYearBalanceAmt |
| Contributions | $175,735 | ContributionsAmt |
| Investment Earnings Or Losses | $8,332,992 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $212,950 | OtherExpendituresAmt |
| End Year Balance | $60,206,802 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,789,768 | BeginningYearBalanceAmt |
| Contributions | $412,084 | ContributionsAmt |
| Investment Earnings Or Losses | $1,659,173 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $950,000 | OtherExpendituresAmt |
| End Year Balance | $51,911,025 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,207,731 | BeginningYearBalanceAmt |
| Contributions | $259,294 | ContributionsAmt |
| Investment Earnings Or Losses | $538,743 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,216,000 | OtherExpendituresAmt |
| End Year Balance | $50,789,768 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,937,274 | BeginningYearBalanceAmt |
| Contributions | $164,283 | ContributionsAmt |
| Investment Earnings Or Losses | $1,958,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $852,177 | OtherExpendituresAmt |
| End Year Balance | $51,207,731 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,197,428 | BeginningYearBalanceAmt |
| Contributions | $193,478 | ContributionsAmt |
| Investment Earnings Or Losses | $2,976,368 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,430,000 | OtherExpendituresAmt |
| End Year Balance | $49,937,274 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.89780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,567,372 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,969,253 | OtherCostOrOtherBasisAmt |
| Book Value | $4,536,625 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,559,690 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $37,312,669 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,183,396 | DepreciationAmt |
| Book Value | $26,688,963 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,588,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,131,472 | DepreciationAmt |
| Book Value | $2,457,161 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $36,445 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $12,764,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,923,037 | DepreciationAmt |
| Book Value | $6,877,677 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,560,426 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERESTS IN PERPETUAL TRUSTS | $29,957,264 |
| STUDENT LOANS RECEIVABLE | $292,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $30,249,455 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES | $165,804 |
| ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS | $391,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $557,304 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $35,997,787 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,319,902 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,272,034 | OtherRevenueAmt |
| Revenue Not Reported | $7,591,936 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,405,851 | RevenueSubtotalAmt |
| Other Revenues Not Included | $9,969,690 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,969,690 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,375,541 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,281,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,281,776 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9,969,690 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,969,690 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,251,466 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO INVEST IN A MANNER THAT IS INTENDED TO ASSUME A MODERATE LEVEL OF RISK AND OVER TIME TO PROVIDE AN AVERAGE RATE OF RETURN EQUAL OR GREATER THAN THE SUM OF INFLATION, THE BOARD ANNUAL SPENDING POLICY, AND ALL COSTS ASSOCIATED WITH PORTFOLIO MANAGEMENT. DONOR RESTRICTIONS, ECONOMIC CONDITIONS, AND OTHER RESOURCES OF THE COLLEGE ARE USED TO DETERMINE AN APPROPRIATE SPENDING POLICY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON PERPETUAL TRUSTS HELD BY OTHERS 4,272,034. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT ASSISTANCE 9,969,690. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT ASSISTANCE 9,969,690. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | ALL RECRUITING, SOLICITATION AND ADMISSIONS MATERIAL INCLUDES THE NONDISCRIMINATORY LANGUAGE, AS DO APPLICATIONS. THE COLLEGE CATALOG IS THE LEGAL CONTRACT OF THE COLLEGE WITH STUDENTS & INCLUDES THE NONDISCRIMINATORY LANGUAGE. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE PARTICIPATES IN U.S. DEPARTMENTS OF EDUCATION TITLE IV PROGRAMS AND STATE OF ALABAMA STUDENT FINANCIAL AID PROGRAMS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ALABAMA HUNTSVILLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SPARKMAN DRIVE | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35899 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 630520830 | RecipientEIN |
| IRC Section | GOVERNMENT ENTITY | IRCSectionDesc |
| Cash Grant | $7,819 | CashGrantAmt |
| Purpose Of Grant | GENERAL OPERATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HUNTINGDON SCHOLARSHIPS | 814 | $9,969,690 |
| CARES ACT GRANTS | 137 | $1,225,334 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DISBURSEMENTS IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO INSURE THAT INDIVIDUALS AND ORGANIZATIONS RECEIVING DISBURSEMENTS FROM THIS ORGANIZATION IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE ADEQUATELY INVESTIGATED TO INSURE THAT THEY ARE QUALIFYING RECIPIENTS AS TO ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE REVEREND J CAMERON WEST | ||||||||||||||
| PRESIDENT OF COLLEGE/EX-OF | $290,379 | $0 | $0 | $0 | $10,197 | $0 | $14,250 | $0 | $19,396 | $0 | $334,222 | $0 | $0 | $0 |
| MR JAY A DORMAN | ||||||||||||||
| TREASURER/SENIOR VICE PRES | $226,478 | $0 | $0 | $0 | $9,675 | $0 | $12,088 | $0 | $7,159 | $0 | $255,400 | $0 | $0 | $0 |
| MR MICHAEL W TURK | ||||||||||||||
| ASSOC. DIRECTOR OF ATHLETI | $194,659 | $0 | $0 | $0 | $6,350 | $0 | $10,050 | $0 | $0 | $0 | $211,059 | $0 | $0 | $0 |
| DR ANTHONY J LEIGH | ||||||||||||||
| VP COLLEGE & ALUMNI AFFAIR | $159,956 | $0 | $0 | $0 | $4,850 | $0 | $8,255 | $0 | $0 | $0 | $173,061 | $0 | $0 | $0 |
| DR SAMIR MOUSSALLI | ||||||||||||||
| PROFESSOR/BUS. DEPT CHAIR | $145,318 | $0 | $0 | $0 | $0 | $0 | $7,520 | $0 | $9,367 | $0 | $162,205 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR SPOUSE - PROVIDED TO THE PRESIDENT OF THE COLLEGE - NOT TREATED AS TAXABLE COMPENSATION RESIDENCE FOR PERSONAL USE - PROVIDED TO THE PRESIDENT OF THE COLLEGE - NOT TREATED AS TAXABLE COMPENSATION SOCIAL CLUB DUES - PROVIDED TO THE PRESIDENT OF THE COLLEGE - NOT TREATED AS TAXABLE COMPENSATION |
| PART I, LINE 4B | THE REVEREND J. CAMERON WEST, PRESIDENT OF THE COLLEGE, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE PLAN IS STRUCTURED AS A RABBI TRUST WITH SUBSTANTIAL RISK OF FORFEITURE AND PAID $55,000 PER YEAR FOR 5 YEARS. NO PAYMENTS WERE MADE FOR THE FISCAL YEAR COVERED BY THIS RETURN. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issued | 2020-03-31 | BondIssuedDt |
| Issue Price | $20,962,154 | IssuePriceAmt |
| Purpose | REFINANCE OF DEBT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $20,962,154 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $83,560 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.01000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ATHLETIC EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE COMMITTEE AND ITS POWERS ARE PROVIDED FOR IN ARTICLE V OF THE ARTICLES OF INCORPORATION. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL CHARGE OF THE AFFAIRS OF THE BOARD, SHALL TRANSACT BUSINESS COMMITTED TO IT BY THE BOARD AS WELL AS OTHER BUSINESS WHICH IT DEEMS IN THE BEST INTEREST OF THE CORPORATION INCLUDING THE POWER TO EXECUTE CONTRACTS, DEEDS AND MORTGAGES AND OTHER INSTRUMENTS ON BEHALF OF HUNTINGDON COLLEGE. THE EXECUTIVE COMMITTEE SHALL REPORT ITS ACTION TO THE REGULAR MEETING OF THE BOARD OF TRUSTEES SUCCEEDING SUCH ACTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SIGNED AND REVIEWED ON AN ANNUAL BASIS AND CONFLICTS ARE REVIEWED BY THE CHAIR OF THE RISK MANAGEMENT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMPENSATION STUDY WAS DONE. COMPENSATION REQUIRES APPROVAL BY THE BOARD COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF PERPETUAL TRUSTS HELD BY OTHERS 4,272,034. |
| FORM 990, PART XII, LINE 2C: | NEITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS WAS CHANGED BY THE ORGANIZATION DURING THE CURRENT YEAR. |