2020-04-16T07:50:06-05:00 2019-05-31 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2018-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 JAY DORMAN TREASURER 3348334403 2020-04-14 1 CHRISTINE K COOK P00537690 3348347660 2020-04-10 142.154.130.164 2020-04-14 16:45:49 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2021-01-29 14:40:06Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 46966956 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 46 536 130 0 0 4324820 4231940 28143074 28255164 2762409 1870855 51110 95139 35281413 34453098 11354407 10861005 0 0 12360173 13283965 0 0 413040 9839934 10217127 33554514 34362097 1726899 91001 87740895 86309501 27417305 26153792 60323590 60155709 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 30985070 10861005 28255164 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. 30985070 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 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 86 0 1 536 1 0 0 0 0 0 0 0 0 0 0 1 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 DR DAVE G BORDEN TRUSTEE - CHAIRMAN 1.50 X X 0 0 0 MS LEURA GARRETT CANARY TRUSTEE - VICE CHAIRMAN 0.30 X X 0 0 0 MS BETTY T MCMAHON TRUSTEE - SECRETARY 0.30 X X 0 0 0 MR ROBERT HOWARD ADAMS TRUSTEE - EMERITUS 0.30 X 0 0 0 MR JOHN N ALBRITTON JR TRUSTEE - EMERITUS 0.30 X 0 0 0 MS GLENDA A ALLRED TRUSTEE 0.50 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 DR SANDERS M BENKWITH TRUSTEE 0.30 X 0 0 0 THE REVEREND DR P LAWRENCE BRYARS TRUSTEE 0.30 X 0 0 0 MR JOHN C BULLARD SR TRUSTEE - EMERITUS 0.30 X 0 0 0 MS CAROL BUTLER TRUSTEE 0.30 X 0 0 0 MS LUCINDA SAMFORD CANNON TRUSTEE 0.30 X 0 0 0 DR CHARLES RICHARD CHAPPELL TRUSTEE 0.30 X 0 0 0 MR H DAVID COBB II TRUSTEE 0.30 X 0 0 0 MR BERRELL L COBB TRUSTEE - ADVISORY 0.30 X 0 0 0 THE REV DR DALE COHEN TRUSTEE - ADVISORY 0.00 X 0 0 0 MR MARK COLSON TRUSTEE 0.30 X 0 0 0 MR LEE H COPELAND TRUSTEE 0.30 X 0 0 0 THE REVEREND DR ROB COUCH TRUSTEE 0.30 X 0 0 0 THE REVEREND DR KENNETH A DUNIVANT TRUSTEE 0.30 X 0 0 0 MR FREDERICK A FROST TRUSTEE 0.30 X 0 0 0 THE REVEREND DR EDWARD GLAIZE TRUSTEE 0.30 X 0 0 0 BISHOP DAVID GRAVES TRUSTEE - EX-OFFICIO 0.30 X 0 0 0 THE REVEREND NANCY HASTINGS HORNSBY TRUSTEE 0.30 X 0 0 0 MS WANDA A HOWARD TRUSTEE 0.30 X 0 0 0 MR DAVID HUDSON JR TRUSTEE 1.50 X 0 0 0 MS KATRINA KEEFER TRUSTEE 1.50 X 0 0 0 DR G MARK KINGRY JR TRUSTEE 0.30 X 0 0 0 MRS PHEBE MASON LEE TRUSTEE 0.30 X 0 0 0 MRS BEVERLY GORDY MCKINNEY TRUSTEE 0.30 X 0 0 0 DR LAWRENCE MCLEMORE TRUSTEE 0.30 X 0 0 0 THE REVEREND DR BRIAN MILLER TRUSTEE 0.30 X 0 0 0 THE REVEREND DR RICK OWEN TRUSTEE 0.30 X 0 0 0 THE REVEREND DR JEREMY PRIDGEON TRUSTEE 0.30 X 0 0 0 MR JOE READ TRUSTEE 0.30 X 0 0 0 MS SUZANNE WENDLAND RHODES 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 MR ANTHONY C STALLWORTH TRUSTEE 0.30 X 0 0 0 MR DAVID STEELE TRUSTEE 0.30 X 0 0 0 DR EUGENE E STANALAND TRUSTEES 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 BISHOP DEBORAH WALLACE-PADGETT TRUSTEE - EX-OFFICIO 0.30 X 0 0 0 DR LAURIE JEAN WEIL TRUSTEE 0.30 X 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE/EX-OFFICIO 40.00 X X 292843 0 29479 MR WILLIAM B WILSON TRUSTEE 0.30 X 0 0 0 MS LOIS FLOWERS YOUNGBLOOD TRUSTEE 0.30 X 0 0 0 MS BETTY WAITE ZOLLER TRUSTEE 0.30 X 0 0 0 MR JAY A DORMAN TREASURER/SENIOR VICE PRES 40.00 X 204181 0 11990 SANDRA B KELSER SECRETARY OF THE CORPORATION 40.00 X 65400 0 7171 MR ANTHONY J LEIGH SR. VICE PRESIDENT FOR COLLEGE AND ALUMNI RELATION 40.00 X 134715 0 6980 DR ANNA E MCEWAN PROVOST AND DEAN OF THE COLLEGE 40.00 X 169041 0 10812 MRS LAURA H DUNCAN VICE PRES FOR ENROLLMENT MANAGEMENT 40.00 X 130071 0 14584 MR MICHAEL W TURK HEAD FOOTBALL COACH/DIRECTOR OF ATHLETICS 40.00 X 195699 0 10046 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 40.00 X 192847 0 17738 1384797 0 108800 8 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36106 DINING SERVICES 1913239 COPELAND FRANCO SCREWS & GILL PA P O BOX 347 MONTGOMERY AL 36101 LEGAL 293864 PRO IMPACT PHYSICAL THERAPY & SPORTS PER P O BOX 242903 MONTGOMERY AL 36124 ATHLETIC 165120 3 4231940 519041 4231940 TUITION AND FEES 900099 22997764 22997764 AUXILIARY ENTERPRISES 900099 5010539 5010539 OTHER SOURCES 900099 246861 246861 28255164 1696943 1696943 142243 47104 95139 95139 95139 12639866 800 12466754 0 173112 800 173912 173912 34453098 28255164 0 1965994 10861005 10861005 526224 125692 264240 136292 10619691 9345328 1061969 212394 479025 421542 47902 9581 868343 764142 86834 17367 790682 695800 79068 15814 291916 291916 67000 67000 11439 10295 1144 1973975 1730805 230492 12678 23534 21181 2353 1105182 994664 110518 155801 155801 798041 718237 79804 1376897 1239207 137690 35750 30387 3575 1788 780148 702133 78015 2002019 1801817 200202 335647 302082 33565 STUDENT PROGRAM EXPENSE 774585 774585 MISCELLANEOUS 266210 235102 26621 4487 BAD DEBT EXPENSE 166198 166198 AUTO EXPENSE 52785 44868 5278 2639 34362097 30985070 2963987 413040 4112960 4207971 256480 218243 1502373 1370060 888036 940571 421732 439268 71026230 31740404 37484977 39285826 16208046 13988698 26866291 25858864 87740895 86309501 2575121 2703189 358750 250000 23185042 21938236 191099 181857 1107293 1080510 27417305 26153792 X 8681570 9068001 3141613 0 48500407 51087708 60323590 60155709 87740895 86309501 X 91001 597340 -856222 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51207731 259294 538743 1216000 50789768 49937274 164283 1958351 852177 51207731 48197428 193478 2976368 1430000 49937274 50400162 433674 -1676408 960000 48197428 49400215 1070791 867329 938173 50400162 0.94240 0.05760 1 0 3324293 2969253 6293546 6627085 34112963 16537496 24202552 12444843 10456547 1988296 36445 11511348 4746361 6801432 39285826 INTERESTS IN PERPETUAL TRUSTS 25278217 STUDENT LOANS RECEIVABLE 580647 25858864 ANNUITIES 292708 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 787802 1080510 23333211 597340 -856222 -258882 23592093 10861005 10861005 34453098 23501090 0 23501090 10861007 10861007 34362097 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 LOSS ON PERPETUAL TRUSTS HELD BY OTHERS -856,222. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,861,005. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,861,005. ROUNDING 2. 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 HUNTINGDON SCHOLARSHIPS 892 10861005 FMV 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 1 1 X X X 0 1 0 0 0 0 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE/EX-OFFICIO 292843 0 0 0 0 0 13750 0 15729 0 322322 0 0 0 MR JAY A DORMAN TREASURER/SENIOR VICE PRES 194777 0 0 0 9404 0 10340 0 1650 0 216171 0 0 0 DR ANNA E MCEWAN PROVOST AND DEAN OF THE COLLEGE 169041 0 0 0 0 0 6862 0 3950 0 179853 0 0 0 MR MICHAEL W TURK HEAD FOOTBALL COACH/DIRECTOR OF ATHL 191855 0 0 0 3844 0 9785 0 261 0 205745 0 0 0 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 190429 0 0 0 2418 0 9891 0 7847 0 210585 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 PAYS $55,000 PER YEAR FOR 5 YEARS. IN JUNE 2018, PLAN BENEFITS OF $55,000 WERE PAID TO THE PARTICIPANT. A GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY 2013-02-25 24500000 REFINANCING OF DEBT AND FINANCE CAPITAL IMPROVEMENTS 0 0 0 B GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY 2017-05-25 3800000 CONSTRUCTION OF PROJECT 0 0 0 A 20468386 24500000 103830 2680931 2013 1 0 1 1 B 3800000 37624 3800000 2017 0 0 1 1 A 0 0 1 1 0 0.03000 0.03000 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 X 1 3900 FAIR MARKET VALUE X 23 270141 FAIR MARKET VALUE X 1 245000 FAIR MARKET VALUE 0 1 0 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 POLICY IS BIENNIAL 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: LOSS ON PERPETUAL TRUSTS HELD BY OTHERS -856,222. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS WAS CHANGED BY THE ORGANIZATION DURING THE CURRENT YEAR.