2019-04-15T15:38:28-05:00 2018-05-31 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2017-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 JAY DORMAN TREASURER 3348334403 2019-04-15 1 MARTY A LEE P00187599 3348347660 2019-04-15 142.154.130.164 2019-04-15 14:50:41 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2017 2019-02-21 02:37:17Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 42761983 0 X WWW.HUNTINGDON.EDU X 1854 AL A COEDUCATIONAL LIBERAL ARTS COLLEGE OFFERING AN UNDERGRADUATE EDUCATION AND IS COMMITTED TO A TEACHING AND LEARNING ENVIRONMENT THAT PROVIDES ITS GRADUATES WITH AN EDUCATIONAL EXPERIENCE MEETING THE COLLEGE'S VISION. 50 49 560 109 0 0 3740737 4324820 26796547 28143074 2252325 2762409 48047 51110 32837656 35281413 10862030 11354407 0 0 12706359 12360173 0 0 547513 9435141 9839934 33003530 33554514 -165874 1726899 87049661 87740895 28907652 27417305 58142009 60323590 X HUNTINGDON COLLEGE, GROUNDED IN THE JUDEO-CHRISTIAN TRADITION OF THE UNITED METHODIST CHURCH, IS COMMITTED TO NURTURING GROWTH IN FAITH, WISDOM, AND SERVICE AND TO GRADUATING INDIVIDUALS PREPARED TO SUCCEED IN A RAPIDLY CHANGING WORLD. FOUNDED IN 1854, HUNTINGDON IS A COEDUCATIONAL LIBERAL ARTS COLLEGE OFFERING AN UNDERGRADUATE EDUCATION AND IS COMMITTED TO A TEACHING AND LEARNING ENVIRONMENT THAT PROVIDES ITS GRADUATES WITH AN EDUCATIONAL EXPERIENCE MEETING THE COLLEGE'S VISION. THE COLLEGE MOTTO, "ENTER TO GROW IN WISDOM; GO FORTH TO APPLY WISDOM IN SERVICE," IS INSCRIBED IN STONE ABOVE THE FRONT DOOR OF JOHN JEFFERSON FLOWERS HALL. 0 0 29878640 11354407 28143074 HUNTINGDON IS A FOUR YEAR COEDUCATION COLLEGE AFFILIATED WITH THE UNITED METHODIST CHURCH. 29878640 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 77 0 1 560 1 0 0 0 0 0 0 0 0 X 50 49 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 LAURA GARRETT CANARY TRUSTEE-VICE CHAIR 0.30 X X 0 0 0 BETTY T MCMAHON TRUSTEE-SECRETARY 0.30 X X 0 0 0 ROBERT HOWARD ADAMS TRUSTEE 0.30 X 0 0 0 JOHN N ALBRITTON JR TRUSTEE 0.30 X 0 0 0 GLENDA A ALLRED TRUSTEE 0.50 X 0 0 0 JAMES H ANDERSON TRUSTEE 0.30 X 0 0 0 CARL A BARKER TRUSTEE 0.30 X 0 0 0 DR SANDERS M BENKWITH TRUSTEE 0.30 X 0 0 0 REV DR P LAWRENCE BRYARS TRUSTEE 0.30 X 0 0 0 JOHN C BULLARD SR TRUSTEE-EMERITUS 0.30 X 0 0 0 CAROL BUTLER TRUSTEE 0.30 X 0 0 0 LUCINDA SAMFORD CANNON TRUSTEE 0.30 X 0 0 0 DR CHARLES RICHARD CHAPPELL TRUSTEE 0.30 X 0 0 0 REV SHERRILL CLONZ TRUSTEE 0.30 X 0 0 0 H DAVID COBB II TRUSTEE 0.30 X 0 0 0 BERRELL L COBB TRUSTEE-ADVISORY 0.30 X 0 0 0 MARK COLSON TRUSTEE 0.30 X 0 0 0 LEE H COPELAND TRUSTEE 0.30 X 0 0 0 REV DR ROB COUCH TRUSTEE 0.30 X 0 0 0 REV DR KENNETH A DUNIVANT TRUSTEE 0.30 X 0 0 0 FREDERICK A FROST TRUSTEE 0.30 X 0 0 0 REV DR EDWARD GLAIZE TRUSTEE 0.30 X 0 0 0 BISHOP DAVID GRAVES TRUSTEE-EX-OFFICIO 0.30 X 0 0 0 REV NANCY HASTINGS HORNSBY TRUSTEE 0.30 X 0 0 0 WANDA A HOWARD TRUSTEE 0.30 X 0 0 0 DAVID HUDSON JR TRUSTEE 1.50 X 0 0 0 KATRINA KEEFER TRUSTEE 1.50 X 0 0 0 DR G MARK KINGRY JR TRUSTEE 0.30 X 0 0 0 PHEBE MASON LEE TRUSTEE 0.30 X 0 0 0 BEVERLY GORDY MCKINNEY TRUSTEE 0.30 X 0 0 0 REV DR BRIAN MILLER TRUSTEE 0.30 X 0 0 0 REV DR RICK OWEN TRUSTEE 0.30 X 0 0 0 REV DR JEREMY PRIDGEON TRUSTEE 0.30 X 0 0 0 DR CELIA S RUDOLPH TRUSTEE 0.30 X 0 0 0 ROBERT E SEIBELS III TRUSTEE 0.30 X 0 0 0 HON WILLIAM SELLERS TRUSTEE-RESIGNED 07/2017 0.30 X 0 0 0 ELIZABETH COUEY SMITHART TRUSTEE 0.30 X 0 0 0 REV VAUGHN STAFFORD TRUSTEE 0.30 X 0 0 0 ANTHONY C STALLWORTH TRUSTEE 0.30 X 0 0 0 DAVID STEELE TRUSTEE 0.30 X 0 0 0 DR EUGENE E STANALAND TRUSTEE 0.30 X 0 0 0 DR CHARLES G TOMBERLIN LIFE MEMBER 0.30 X 0 0 0 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 DIANE S WENDLAND LIFE MEMBER-DECEASED 03/2018 0.30 X 0 0 0 REV J CAMERON WEST PRESIDENT OF COLLEGE/EX-OFFICIO 40.00 X X 281765 0 28043 WILLIAM B WILSON TRUSTEE 0.30 X 0 0 0 LOIS FLOWERS YOUNGBLOOD TRUSTEE 0.30 X 0 0 0 BETTY WAITE ZOLLER TRUSTEE 0.30 X 0 0 0 JAY A DORMAN TREASURER/SR. VICE PRESIDENT 40.00 X 191259 0 15557 SANDY KELSER COPORATE SECRETARY 40.00 X 61699 0 7190 ANTHONY J LEIGH VP-COLLEGE & ALUMNI RELATIONS 40.00 X 132979 0 10557 DR ANNA E MCEWAN PROVOST & DEAN OF COLLEGE 40.00 X 81924 0 4559 LAURA H DUNCAN VP-ENROLLMENT MGMT 40.00 X 124770 0 10683 DR SIDNEY J STUBBS VP-INST RESEARCH & ACCREDITATION 40.00 X 110978 0 10279 FRANCIS TAYLOR VP-STUDENT LIFE & DEAN OF STUDENTS 40.00 X 73750 0 3804 MICHAEL W TURK DIR OF ATHLETICS/HEAD FOOTBALL COACH 40.00 X 199987 0 10359 DR SAMIR MOUSSALLI PROFESSOR/BUSINESS DEPT CHAIR 40.00 X 173537 0 13295 1432648 0 114326 7 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36106 DINING SERVICES 2203588 UPCHURCH CONSTRUCTION P O BOX 231059 MONTGOMERY AL 36123 CONSTRUCTION 1086149 HUFHAMFARRIS CONSTRUCTIONS LLC 13924 WARES FERRY ROAD MONTGOMERY AL 36117 CONSTRUCTION 450705 PRO IMPACT PHYSICAL THERAPY & SPORTS PER P O BOX 242903 MONTGOMERY AL 36124 ATHLETIC 170100 COPELAND FRANCO SCREWS & GILL PA P O BOX 347 MONTGOMERY AL 36101 LEGAL 160005 6 4324820 611310 4324820 TUITION AND FEES 900099 22715230 22715230 AUXILIARY ENTERPRISES 900099 5233241 5233241 OTHER SOURCES 900099 194603 194603 28143074 1939241 1939241 68897 17787 51110 51110 51110 8267475 18476 7450394 12389 817081 6087 823168 823168 35281413 28143074 0 2813519 11354407 11354407 1077580 432385 341644 303551 9533689 8389646 953369 190674 447814 394077 44781 8956 552897 486549 55290 11058 748193 658410 74819 14964 199811 199811 73215 73215 72460 65214 7246 1957304 1275732 670637 10935 38828 34945 3883 1237156 1113440 123716 49668 49668 787149 708434 78715 1098226 988403 109823 34851 29623 3485 1743 819381 737443 81938 1959988 1763989 195999 314656 283190 31466 STUDENT PROGRAM EXPENSE 729631 729631 BAD DEBT EXPENSE 179033 179033 AUTO EXPENSE 64771 55055 6477 3239 MISCELLANEOUS 47869 40691 4785 2393 175937 158343 17594 33554514 29878640 3128361 547513 5368233 4112960 55070 256480 1493083 1502373 809295 888036 231017 421732 67369073 29884096 35408181 37484977 17119446 16208046 26565336 26866291 87049661 87740895 2584183 2575121 467500 358750 24390832 23185042 200000 191099 1265137 1107293 28907652 27417305 X 7634095 8681570 2332475 3141613 48175439 48500407 58142009 60323590 87049661 87740895 X 1726899 15050 439632 X X 0 1 X 1 1 1 X 49937274 164283 1958351 852177 51207731 48197428 193478 2976368 1430000 49937274 50400162 433674 -1676408 960000 48197428 49400215 1070791 867329 938173 50400162 46622142 308774 3359866 890567 49400215 0.94710 0.05290 1 0 4051674 3049311 7100985 3061054 33099305 15741670 20418689 12116178 9929351 2186827 36445 11955106 4213075 7778476 37484977 INTERESTS IN PERPETUAL TRUSTS 26134439 STUDENT LOANS RECEIVABLE 731852 26866291 ANNUITIES 331567 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 775726 1107293 24399475 15050 439632 454682 23944793 11336620 11336620 35281413 22217894 0 22217894 11336620 11336620 33554514 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 439,632. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 11,354,407. RENTAL EXPENSES -17,787. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 11,354,407. RENTAL EXPENSES -17,787. 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 887 10186872 FMV OUTSIDE SCHOLARSHIPS AND ASSISTANCE 177 1167535 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 0 0 0 0 0 0 0 0 REV J CAMERON WEST PRESIDENT OF COLLEGE/EX-OFFICIO 281765 0 0 0 0 0 13500 0 14543 0 309808 0 0 0 JAY A DORMAN TREASURER/SR. VICE PRESIDENT 184009 0 0 0 7250 0 9803 0 5754 0 206816 0 0 0 MICHAEL W TURK DIR OF ATHLETICS/HEAD FOOTBALL COACH 193637 0 0 0 6350 0 9999 0 360 0 210346 0 0 0 DR SAMIR MOUSSALLI PROFESSOR/BUSINESS DEPT CHAIR 170460 0 0 0 3077 0 8956 0 4339 0 186832 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 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 0 1 1 1 B 3800000 37624 3800000 2017 0 1 1 1 A 0 0 0 0 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 1 800 FAIR MARKET VALUE X 1360 FAIR MARKET VALUE X 1 6100 FAIR MARKET VALUE X 13 567950 FAIR MARKET VALUE X FURNITURE 2 34600 FAIR MARKET VALUE X MEDICAL EQUIPMENT 1 500 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 LINE 1A: 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 BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THEY ARE ALSO REQUIRED TO DISCLOSE ANY CONFLICTS IF THEY ARISE THROUGHOUT THE YEAR. THE SIGNED STATEMENTS ARE REVIEWED BY THE BOARD CHAIR. 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: GAIN ON PERPETUAL TRUSTS HELD BY OTHERS 439,632.