2022-04-18T12:40:43-05:00 2021-05-31 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2020-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 JAY DORMAN TREASURER 3348334403 2022-04-04 1 JAY DORMAN 999009999 CHRISTINE K COOK P00537690 3348347660 2022-04-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 40219992 0 X WWW.HUNTINGDON.EDU X 1854 AL 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. 46 46 463 172 0 0 3491333 9180750 27924227 27185365 2748953 1800415 2010 209011 34166523 38375541 10575119 11202843 0 0 12951470 13030733 0 0 546169 10513808 10017890 34040397 34251466 126126 4124075 90105209 97943913 29825484 25948177 60279725 71995736 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. 0 0 30526560 11202843 27185365 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. 30526560 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 78 0 1 463 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 46 46 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X JAY DORMAN TREASURER 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 MR DAVID STEELE TRUSTEE 0.30 X 0 0 0 DR CELIA S RUDOLPH TRUSTEE 0.30 X 0 0 0 MR ROBERT E SEIBELS III TRUSTEE 0.30 X 0 0 0 MS ELIZABETH COUEY SMITHART TRUSTEE 0.30 X 0 0 0 THE REVEREND VAUGHN STAFFORD TRUSTEE 0.30 X 0 0 0 BISHOP DEBORAH WALLACE-PADGETT TRUSTEE - EX-OFFICIO 0.30 X 0 0 0 DR EUGENE E STANALAND TRUSTEES-EMERITUS 0.30 X 0 0 0 DR CHARLES G TOMBERLIN LIFE MEMBER 0.30 X 0 0 0 MR W KENDRICK UPCHURCH III TRUSTEE 1.50 X 0 0 0 DR LAURIE JEAN WEIL TRUSTEE 0.30 X 0 0 0 MS SUZANNE WENDLAND RHODES TRUSTEE 0.30 X 0 0 0 DR LAWRENCE MCLEMORE TRUSTEE 0.30 X 0 0 0 MS EMILIE HOBBS REID TRUSTEE 0.30 X 0 0 0 MR FREDERICK A FROST TRUSTEE 0.30 X 0 0 0 MR GENE MATTHEW POPE TRUSTEE 0.30 X 0 0 0 THE REVEREND DR BRIAN MILLER TRUSTEE 0.30 X 0 0 0 MS LOIS FLOWERS YOUNGBLOOD TRUSTEE 0.30 X 0 0 0 MRS BEVERLY GORDY MCKINNEY TRUSTEE 0.30 X 0 0 0 DR G MARK KINGRY JR TRUSTEE 0.30 X 0 0 0 THE REVEREND EMILY D KINCAID TRUSTEE 0.30 X 0 0 0 MS JENNIFER KENDRICK TRUSTEE 0.30 X 0 0 0 MR DAVID HUDSON JR TRUSTEE 0.30 X 0 0 0 MS WANDA A HOWARD TRUSTEE 0.30 X 0 0 0 THE REVEREND NANCY HASTINGS HORNSBY TRUSTEE 0.30 X 0 0 0 THE REVEREND DR EDWARD GLAIZE TRUSTEE 0.30 X 0 0 0 MR JOEDEWITT READ TRUSTEE 0.30 X 0 0 0 MS BETTY WAITE ZOLLER TRUSTEE 0.30 X 0 0 0 THE REVEREND DR KENNETH A DUNIVANT TRUSTEE 0.30 X 0 0 0 MR WILLIAM B WILSON TRUSTEE 0.30 X 0 0 0 DR SANDERS M BENKWITH TRUSTEE 0.30 X 0 0 0 THE REVEREND JAY D COOPER TRUSTEE - ADVISORY 0.30 X 0 0 0 MR MARK COLSON TRUSTEE 0.30 X 0 0 0 THE REV DR DALE COHEN TRUSTEE 0.30 X 0 0 0 MR H DAVID COBB II TRUSTEE 0.30 X 0 0 0 DR CHARLES RICHARD CHAPPELL TRUSTEE 0.30 X 0 0 0 MS LUCINDA SAMFORD CANNON TRUSTEE 0.30 X 0 0 0 MS CAROL BUTLER TRUSTEE 0.30 X 0 0 0 MR JOHN C BULLARD SR TRUSTEE - EMERITUS 0.30 X 0 0 0 MR DAVE G BORDEN TRUSTEE 0.30 X 0 0 0 MR JAMES H ANDERSON TRUSTEE 0.30 X 0 0 0 MR CARL A BARKER TRUSTEE 0.30 X 0 0 0 THE REVEREND DR ROB COUCH TRUSTEE 0.30 X 0 0 0 MS GLENDA A ALLRED TRUSTEE 0.30 X 0 0 0 MR JOHN N ALBRITTON JR TRUSTEE - EMERITUS 0.30 X 0 0 0 MR ROBERT HOWARD ADAMS TRUSTEE - EMERITUS 0.30 X 0 0 0 MS BETTY T MCMAHON TRUSTEE - SECRETARY 0.30 X X 0 0 0 MS KATRINA R KEEFER TRUSTEE - VICE CHAIRMAN 0.30 X X 0 0 0 THE HONORABLE LEURA GARRETT CANARY TRUSTEE - CHAIRMAN 1.50 X X 0 0 0 MR ANTHONY C STALLWORTH TRUSTEE 0.30 X 0 0 0 BISHOP DAVID GRAVES TRUSTEE - EX-OFFICIO 0.30 X 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE/EX-OF 40.00 X 300576 0 33646 MR JAY A DORMAN TREASURER/SENIOR VICE PRES 40.00 X 236153 0 19247 SANDRA B KELSER SECRETARY OF THE CORPORATI 40.00 X 66492 0 8038 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIR 40.00 X 164806 0 8255 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETI 40.00 X 201009 0 10050 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 40.00 X 145318 0 16887 CINZA MOUSSALLI PROFESSOR OF FINANCE & ECO 40.00 X 113301 0 5665 SIDNEY STUBBS VP FOR INST RESEARCH AND A 40.00 X 109359 0 10847 CHRISTOPHER CLARK ASSOCIATE VP FOR HR & RISK MANAGEMENT 40.00 X 109020 0 10287 1446034 0 122922 11 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36106 DINING SERVICES 2349738 SHAW CONTRACT FLOORING SERVICES INC 185 S INDUSTRIAL BLVD CALHOUN GA 30701 FOOTBALL TURF REPLACEMENT 413149 HUFHAMFARRIS CONSTRUCTION LLC 7020 FAIN PARK DR STE 1 MONTGOMERY AL 36117 CONSTRUCTION 276290 CAMPUS CAFE SOFTWARE 990 WASHINGTON ST SUITE 102 DEDHAM MA 02026 STUDENT INFORMATION SYSTEM SOFTWARE 187153 COPELAND FRANCO SCREWS & GILL PA P O BOX 347 MONTGOMERY AL 36101 LEGAL 182205 7 7192347 1988403 202800 9180750 TUITION AND FEES 900099 26196633 26196633 AUXILIARY ENTERPRISES 900099 559985 559985 OTHER SOURCES 900099 428747 428747 27185365 1829523 1829523 562290 353279 209011 209011 209011 1461814 250 1491172 0 -29358 250 -29108 -29108 38375541 27185365 0 2009426 7819 7819 11195024 11195024 759771 120230 358780 280761 10150988 8932869 1015099 203020 473207 416422 47321 9464 880173 774553 88017 17603 766594 674603 76659 15332 199376 199376 86475 86475 28259 25433 2826 2430491 1827300 588640 14551 1700 1530 170 1616301 1454671 161630 70051 70051 853847 768462 85385 861377 772513 86138 2726 6216 5283 622 311 577683 519915 57768 1993664 1794298 199366 420649 378584 42065 STUDENT PROGRAM EXPENSE 616142 616142 BAD DEBT EXPENSE 132160 132160 MISCELLANEOUS 123499 108749 12349 2401 34251466 30526560 3178737 546169 5169495 6219531 1556686 6678 768505 353732 1150022 1461485 447520 549748 75798331 35237905 39633108 40560426 15264200 18542858 26115673 30249455 90105209 97943913 2875945 2953084 548537 236073 20962154 20074813 2335986 2126903 3102862 557304 29825484 25948177 X 8162590 11627640 52117135 60368096 60279725 71995736 90105209 97943913 X 4124075 3319902 4272034 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51911025 175735 8332992 212950 60206802 50789768 412084 1659173 950000 51911025 51207731 259294 538743 1216000 50789768 49937274 164283 1958351 852177 51207731 48197428 193478 2976368 1430000 49937274 0.89780 0.10220 1 0 1567372 2969253 4536625 7559690 37312669 18183396 26688963 13588633 11131472 2457161 36445 12764269 5923037 6877677 40560426 INTERESTS IN PERPETUAL TRUSTS 29957264 STUDENT LOANS RECEIVABLE 292191 30249455 ANNUITIES 165804 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 391500 557304 35997787 3319902 4272034 7591936 28405851 9969690 9969690 38375541 24281776 0 24281776 9969690 9969690 34251466 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. 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 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. 1 UNIVERSITY OF ALABAMA HUNTSVILLE 301 SPARKMAN DRIVE HUNTSVILLE AL 35899 630520830 GOVERNMENT ENTITY 7819 GENERAL OPERATIONS 1 HUNTINGDON SCHOLARSHIPS 814 9969690 CARES ACT GRANTS 137 1225334 PART I, LINE 2: 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. X X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE/EX-OF 290379 0 0 0 10197 0 14250 0 19396 0 334222 0 0 0 MR JAY A DORMAN TREASURER/SENIOR VICE PRES 226478 0 0 0 9675 0 12088 0 7159 0 255400 0 0 0 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETI 194659 0 0 0 6350 0 10050 0 0 0 211059 0 0 0 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIR 159956 0 0 0 4850 0 8255 0 0 0 173061 0 0 0 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 145318 0 0 0 0 0 7520 0 9367 0 162205 0 0 0 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. A GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY 2020-03-31 20962154 REFINANCE OF DEBT 0 0 0 A 20962154 83560 2020 0 0 1 1 A 0 1 1 1 0 0.01000 0.00000 0.01000 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 12 200350 FAIR MARKET VALUE X 1 650 FAIR MARKET VALUE X ATHLETIC EQUIPMENT 1 1800 FAIR MARKET VALUE 0 1 1 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.