2020-01-07T16:38:21-07:00 2019-06-30 990 2018-07-01 540505892 EMORY & HENRY COLLEGE EMOR 2769446800 PO BOX 947 EMORY VA 24327 BENITA BARE ASSOC VP FOR BUSINESS & FINANCE 2769446800 2020-01-07 192.157.0.130 2018 2020-09-22 18:59:49Z JOHN W WELLS PO BOX 947 EMORY VA 24327 66073489 0 X www.ehc.edu X 1836 VA With a mission statement founded upon "Increase in Excellence", the College is consistently ranked among the nation's best private liberal arts institutions. Emory & Henry College is among the top 40 institutions in the nation that transforms students' lives, as noted in one of the nation's best-selling college guide books. "Virginia has no shortage of familiar schools with robust reputations. But Emory & Henry does the finest job of them all of producing contributors to society" (Oswald, Colleges that Change Lives). Among other top rankings, the institution is recognized for its service to communities through service learning and engagement. It has consistently received top tier recognition in the Washington Monthly, USA Today, and Newsweek. E&H faculty has earned more State and National awards than any other college in Virginia. 38 37 986 150 0 0 5610841 8549055 49616858 52716771 7944368 4301213 0 0 63172067 65567039 20205885 21258914 0 0 22359472 21347835 0 0 668166 20565991 22066377 63131348 64673126 40719 893913 246829259 244958297 71888503 70111682 174940756 174846615 Emory & Henry College is a learning community in pursuit of excellence, engaging a diverse group of well-qualified men and women in educational experiences in which students confront historical and contemporary ideas and issues, and develop the ability to think critically about all areas of human experience. These educational experiences lead to lives of service, productive careers, and global citizenship. E&H strives to provide the highest quality education, combining tradition and innovation as it transforms lives and creates positive social change in our region, our nation, and our world. 0 0 42988046 21073361 40739328 E&H College provided formal instruction and related academic support for 1184 full-time equivalent undergraduate and graduate students toward the fulfillment of Bachelor of Science and Bachelor of Art degrees in a variety of fields of study, as well as graduate degrees in Physical Therapy, Occupational Therapy, and Physician Assistance. The College's undergraduate academic program is shaped by goals to develop the students' intellectual abilities, to strengthen their ability to think critically about ethical decisions and responsible actions, to evoke a commitment to serve others, and to nurture their curiosity through lifelong learning. Student financial aid was provided to most undergraduate students through a variety of scholarships and grants, supporting the pursuit of degrees. Formal classroom instruction was provided by faculty members in small classroom settings. To enhance the academic experience for students, services were provided through the library, the Powell Resource Center (for academic counseling, personal counseling, skill development, testing resources, tutoring, workshops, and academic accommodations for students with documented disabilities), the Ampersand Center (project learning and career counseling), and the Office of the Academic Dean. Writing labs and quantitative labs were available to students on an ongoing basis. 6805442 0 9999842 Auxiliary services were provided to all students. As a primary residential campus, most undergraduate students were provided housing and meals. The Mercantile continued to provide books, art and school supplies, medical equipment and essential grocery and health products to students for their convenience. 7308789 0 1977601 Various services were provided to students through many programs and offices, including intramural sports, general athletics, the Outdoor Program, spiritual life, the Martin Brock Student Center, Admissions, Financial Aid, the Registrar, the Student Health Center, the Appalachian Center for Community Service, the Bonner Program, the Centralized Student Assistance Office, and the Office of the Dean of Students. Most students received some form of financial aid through various scholarships and grants, providing the opportunity to pursue degrees. Campus employment and internships were made available to many students, providing financial resources and valuable work experiences. Many community service opportunities were provided through the Appalachian Center, the Outdoor Program, and the Chaplain's Office. The College's equestrian riding team continued to be successful, offering opportunities for students to gain expertise in the hunter, jumper and dressage areas. Riding is open to all students at Emory & Henry, regardless of their major or level of riding. 0 0 0 57102277 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 169 0 1 986 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 X 38 37 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X Emory & Henry College 2769446800 PO Box 947 Emory VA 24327 Brooklyn Sawyers Belk Board Executive Committee 2 0 X 0 0 0 Kyra Kegley Bishop Board Executive Committee 2 0 X 0 0 0 Jeoffrey B Bodenhorst Board Executive Committee 2 0 X 0 0 0 Barbara A Boigegrain Board Executive Committee 2 0 X 0 0 0 Arthur Theron Broady Board Member 1 0 X 0 0 0 Kathryn Copenhaver Davidson Board Member 1 0 X 0 0 0 Jill Fachilla Board Member 1 0 X 0 0 0 James Fern Board Member 1 0 X 0 0 0 Tim L Fields Board Member 1 0 X 0 0 0 Henri Lee Cancio-Fitzgerald Board Member 1 0 X 0 0 0 Peter G Gerry Board Executive Committee 2 0 X 0 0 0 Vaughn R Groves Board Executive Committee 2 0 X 0 0 0 Lynda Jones Hawkins Board Member 1 0 X 0 0 0 Paul N Hubble Jr Board Member 1 0 X 0 0 0 Dr E Stephen Hunt Board Executive Committee 2 0 X 0 0 0 Jonathan B Jonas Board Member 1 0 X 0 0 0 Dr A Susan Keene Board Executive Committee 2 0 X 0 0 0 Tyler G Kidd Board Executive Committee 2 0 X 0 0 0 Lyle W Kraft Board Member 1 0 X 0 0 0 Larry J Lenhart Board Member 1 0 X 0 0 0 Molly Metke Luton Board Member 1 0 X 0 0 0 Ann E Sluder Board Member 1 0 X 0 0 0 S Thomas Terry Jr Board Member 1 0 X 0 0 0 Robert W Thomas-Garcia Board Member 1 0 X 0 0 0 Donna Proffit Vaughn Board Executive Committee 2 0 X 0 0 0 Peter S Walters Board Member 1 0 X 0 0 0 Linda P White Board Member 1 0 X 0 0 0 George A Whitley Board Executive Committee 2 0 X 0 0 0 Erick H Long Board Member 1 0 X 0 0 0 John P McClave Board Member 1 0 X 0 0 0 Kimberly G Nicewonder Board Member 1 0 X 0 0 0 William B Pendleton Board Executive Committee 2 0 X 0 0 0 Christopher A Sanchez Board Member 1 0 X 0 0 0 Cathy Crowe Schubert Board Member 1 0 X 0 0 0 Jennie Pruner Smith Board Member 1 0 X 0 0 0 Rev Sandra J Johnson Board Member 1 0 X 0 0 0 Mary Virginia Taylor Board Member 1 0 X 0 0 0 John W Wells President 40 0 X 170805 0 27375 Ada L Fincher Dean 40 0 X 166073 0 26998 Joseph P Taylor VP 40 0 X 160810 0 33570 Scott Richards Professor 40 0 X 140425 0 32166 Jean M Irion Professor 40 0 X 132998 0 31759 Julia M Castleberry Professor 40 0 X 126465 0 31286 Jake B Schrum President 40 0 X 297263 0 38150 1194839 0 221304 22 1 1 0 Sodexo Inc Affiliates PO Box 536922 Atlanta GA 30353 Food Services 2981486 JA Street and Associates 245 Birch St Blountville TN 37617 Construction Service 554740 National Management Resources PO BOX 1224 La Grange GA 30241 Facilities Services 656831 Burwil Construction PO BOX 637 Bristol TN 37621 Construction Service 362916 Wallace Brothers Construction 36571 Plum Creek Road Glade Spring VA 24340 Construction Service 260157 11 0 0 0 0 140083 8408972 0 8549055 Tuition & Fees 611310 40739328 40739328 0 0 Sales - Auxilliaries 611310 9999842 9999842 0 0 Sales - Other 611310 1977601 1977601 0 0 0 0 0 0 52716771 4309134 4309134 0 0 0 0 0 0 0 0 0 0 0 0 498529 0 506450 0 -7921 0 -7921 -7921 0 0 0 0 65567039 57017984 0 0 0 0 21258914 21258914 583820 583820 0 16727952 13995407 2261550 470995 598322 490116 85679 22527 2273919 1994570 241965 37384 1163822 973509 158110 32203 36017 36017 83300 83300 225731 223981 1750 251897 2296 249601 1032693 920669 75775 36249 1236166 339740 894726 1700 8517655 7940090 577565 547380 471448 53134 22798 112311 28796 83515 2325433 2243021 82412 4272602 3807051 465551 217097 217097 Publications 184864 131186 22043 31635 Admin Fees 393909 0 393909 0 Memberships/Dues 165660 102306 63354 0 License Fees 163657 48424 115233 0 2300005 1913656 373674 12675 64673126 57102277 6902683 668166 6525 7706 16790527 15828867 2930038 2587707 500457 863723 0 0 1021660 899938 515435 497668 534979 763205 187742260 56055522 132778735 131686738 61493566 64490875 23356271 20383301 3689342 3682472 3211724 3266097 246829259 244958297 2919799 2714098 893310 890163 707910 537401 0 0 0 0 0 0 66129714 64693576 0 0 1237770 1276444 71888503 70111682 X 43614021 83008900 76766839 35590663 54559896 56247052 174940756 174846615 246829259 244958297 893913 -988054 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1743 1743 0 Schedule C, Part II-B, Line 1 Schedule C, Part II-B, Line 1i - The College is a member of the Council of Independent Colleges in Virginia, Inc. (CICV). The percentage of membership dues that is used for lobbying is 10.82%. 89616800 2656757 3511720 2777970 2299173 0 90708134 88786994 1156384 6512961 5050932 1788607 0 89616800 81810813 4173126 9840364 4755932 2281377 0 88786994 91843469 2164180 -3555736 2667865 5973235 0 81810813 96614350 589077 1408868 2487845 4280981 0 91843469 0.025 0.58 0.395 0 0 0 2520506 2520506 0 160469863 40257609 120212254 0 0 0 0 0 24002468 15390755 8611713 0 749423 407158 342265 131686738 Alternative Real Assets 8379869 F Alternatives - Hedge Funds 9708717 F Altervatives - Defensive Equity Strategy 2294715 F 20383301 Trust & Annuity Obligation 840207 Amounts Held for Others 241621 Student & Other Deposits 194616 1276444 43505623 -611446 0 0 -376609 -988055 44493678 0 21073361 21073361 65567039 43599765 0 0 0 0 0 43599765 0 21073361 21073361 64673126 Schedule D, Part V, Line 4 The endowment includes over 400 funds that support students through institutional scholarships, academic programming through professorships, chairs, lectureships, faculty travel, research, and other program expenses. A limited portion of the endowment supports other miscellaneous programs and initiatives of the College. Schedule D, Part XI, Line 2d Change in Funds Held in Trust $54,373; Other changes $(430,981) Schedule D, Part XI, Line 4b Institutional Financial Aid to Students $21,073,361 Schedule D, Part XII, Line 4b Financial Aid 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 E&H College publishes the following statement, "Emory & Henry College does not discriminate on the basis of race, color, national origin, religion, sex, sexual orientation, or physical handicap in administration of its educational policies, hiring policies, admissions policies, scholarship and loan programs, and athletic and other school-administered programs. Emory & Henry College affirms the dignity and worth of every individual." Schedule E, Part I, Line 6 Emory and Henry College receives funds from the Commonwealth of Virginia through the administration of the State Council of Higher Education for Virginia (SCHEV) for student financial aid under the Virginia Tuition Assistance Grant Program. Funds are also received from the federal government through various programs, including Federal Work Study, Federal Pell Grants, Federal Supplemental Educational Opportunity Grants, Federal Perkins Loans, Teacher Education Assistance for College and Higher Education Grant Program, and Federal Direct Loans. 1 See Schedule I, Part IV 953 21073361 0 Book Value Various amounts and kinds of grants and scholarships are awarded to recipients to assist with the cost of attendance at E&H College, while pursuing a variety of bachelor of art and science degrees. The cost of attendance includes tuition, books, room, board, and other living expenses. See Schedule I, Part IV 100 185553 0 Book Value Grants to faculty and students are awarded to aid with research expenses, travel expenses, and supplies and equipment to support academic research in a variety of fields. Schedule I, Part I, Line 2 The College maintains complete records for the grants and scholarships provided to all individuals. Those records indicate the criteria used to award the grants, documentation supporting the grantee's eligibility of the award, and substantiation of the amounts awarded. Documentation is also maintained as to when and how the funds are utilized. Where appropriate, periodic reports are prepared, summarizing the allocation of funds, and a reconciliation of the amounts spent for each grant and scholarship. The College employs individuals whose primary responsibilities are to oversee the process of distributing financial grants and scholarships. The number of scholarship and grant recipients for the cost of attendance are tracked by the administrative system. The number of faculty and student recipients of research awards are estimated based on the type of grants awarded and the number of participants. X X X X 1 1 X X 0 0 0 0 0 0 0 0 0 Jake B Schrum Executive Board Committee 297263 0 0 0 0 0 0 0 38150 0 335413 0 0 0 John W Wells President 170805 0 0 0 0 0 0 0 27375 0 198180 0 0 0 Ada L Fincher Dean 166073 0 0 0 0 0 0 0 26998 0 193071 0 0 0 Joseph P Taylor VP 160810 0 0 0 0 0 0 0 33570 0 194380 0 0 0 Scott Richards Professor 140425 0 0 0 0 0 0 0 32166 0 172591 0 0 0 Jean M Irion Professor 132998 0 0 0 0 0 0 0 31759 0 164757 0 0 0 Julia M Castleberry Professor 126465 0 0 0 0 0 0 0 31286 0 157751 0 0 0 Schedule J, Part I, Line 1a Housing is provided to the President of the College. The house is located on campus, is furnished for the convenience of the College, and is a condition of employment. Housekeeping is provided at the residence in all public areas, as it is used for entertainment and business activities of the College. X 11038 FMV X 32 506450 Market Quotes X Horses 7 526000 Appraisals X Equestrian Supplies 1 10000 FMV X Piano 1 25000 FMV 0 1 1 Schedule M, Part I, Line 32b Schedule M, Part 1, Line 32b - Real Estate agents are utilized for the sale of real property. Form 990, Part I, Line 1 Activity or Mission Description continued: College is among the top 40 institutions in the nation that transforms students' lives, as noted in one of the nation's best selling college guide books. "Virginia has no shortage of familiar schools with robust reputations. But Emory & Henry does the finest job of them all producing contributors to society" (Osworld, Colleges that Change Lives). Among other top rankings, the institution is recognized for its service to communities received top tier recognition in the Washington Monthly, U.S. News and World Report, Newsweek and many other publications. Most recently, it was named a top 25 rural college in the nation by College Raptor. Form 990, Part VI, Section B, Line 11b The form is distributed to the President, and the members of the Audit Subcommittee of the Board of Trustees Business Affairs/Audit Committee for review and comments prior to filing. Form 990, Part VI, Section B, Line 12c All board members, the President, and the Executive Council are required to complete a conflict of interest questionnaire on an annual basis. The questionnaire is designed to disclose any conflict of interest so that the Board can address the conflict directly and immediately. If at any time during the fiscal year a questionable relationship is identified, the Executive Committee of the Board will address it immediately. Form 990, Part VI, Section B, Line 15 The Board of Trustees Executive Committee has the responsibility of reviewing the salary and benefits of the President of the College on an annual basis. A confidential performance evaluation is completed, and then reported to the full Board. The Executive Committee develops appropriate recommendations, based on the evaluation, for consideration by the full Board. Comparable data is compiled from peer institutions, and other standard college and university organizations and publications for purposes of determining appropriate levels of salary and benefits. The Human Resources Manager compiles comparable information in regard to the other officers of the college and the President makes adjustments as appropriate, and as fiscally responsible budgets will allow. Form 990, Part VI, Section C, Line 19 The College makes its governing documents, conflict of interest policy, and copies of the Form 990 available to the public upon request. In addition, the Form 990 is available for public inspection on a third-party website. E&H 1836 LLC PO Box 947 Emory VA 24327 811665557 Real Estate Leasing VA 1937500 51776233 Emory & Henry College E&H STATE INVESTOR LLC 30461 GARNAND DR EMORY VA 24327 812600783 REAL ESTATE INVESTMENT VA FOSS VA 2016 FUND LLC Unrelated 236 30494 0 1 0.01 E&H MASTER TENANT LLC 30461 GARNAND DR EMORY VA 24327 812517927 RENTAL REAL ESTATE VA ENHANCED CAPITAL HTC Unrelated -358 24638 0 1 0.01 E&H LANDLORD LLC 30461 GARNAND DR EMORY VA 24327 475488168 RENTAL REAL ESTATE VA E&H MANAGER LLC Unrelated -2853 25843399 0 1 0.89 E&H MANAGER LLC 30461 GARNAND DR EMORY VA 24327 475344503 REAL ESTATE INVESTMENT VA EMORY & HENRY COLLEGE C -90737 11213993 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0