2016-03-14T10:33:47-05:00 2015-05-31 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2014-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 JAY DORMAN TREASURER 3348334403 2016-03-02 1 LUCINDA S CHAPPELLE P00187613 3348347660 2016-03-02 2014 2016-08-17 19:52:53Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 45258433 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. 47 47 603 48 0 0 3306395 7351565 24793967 25565592 1856793 3243338 0 0 29957155 36160495 9986818 10198939 0 0 11034677 11568325 0 0 491593 9018047 9147062 30039542 30914326 -82387 5246169 81389270 84633145 27527679 26677801 53861591 57955344 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 27491150 10198939 25565592 HUNTINGDON IS A FOUR YEAR COEDUCATION COLLEGE AFFILIATED WITH THE UNITED METHODIST CHURCH. 27491150 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 81 0 1 603 1 0 0 0 0 0 0 0 1 0 X 47 47 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 DAVID HUDSON JR TRUSTEE - CHAIRMAN 0.30 X X 0 0 0 JOHN N ALBRITTON JR TRUSTEE - VICE CHAIRMAN 0.30 X X 0 0 0 BETTY T MCMAHON TRUSTEE - SECRETARY 0.30 X X 0 0 0 ROBERT HOWARD ADAMS TRUSTEE 1.50 X 0 0 0 GLENDA A ALLRED TRUSTEE 0.50 X 0 0 0 JAMES H ANDERSON TRUSTEE 0.30 X 0 0 0 G CARLTON BARKER TRUSTEE 0.30 X 0 0 0 CARL A BARRANCO TRUSTEE 0.30 X 0 0 0 KATRINA KEEFER BELT TRUSTEE 0.30 X 0 0 0 SANDERS M BENKWITH TRUSTEE 0.30 X 0 0 0 DAVE G BORDEN TRUSTEE 0.30 X 0 0 0 REV DR R LAWSON BRYAN TRUSTEE 0.30 X 0 0 0 REV DR P LAWRENCE BRYARS TRUSTEE 0.30 X 0 0 0 JOHN C BULLARD SR TRUSTEE 0.30 X 0 0 0 LEURA GARRETT CANARY TRUSTEE-EMERITUS 0.30 X 0 0 0 LUCINDA SAMFORD CANNON TRUSTEE 0.30 X 0 0 0 REVEREND SHERILL CLONTZ TRUSTEE 0.30 X 0 0 0 H DAVID COBB II TRUSTEE 0.30 X 0 0 0 REV DR DALE R COHEN TRUSTEE 0.30 X 0 0 0 LEE H COPELAND TRUSTEE 0.30 X 0 0 0 REV DR KENNETH A DUNIVANT TRUSTEE 0.30 X 0 0 0 THERESA SMITH FRANCIS TRUSTEE-EX-OFFICIO 0.30 X 0 0 0 FREDERICK A FROST TRUSTEE 0.30 X 0 0 0 REV DR EDWARD R GLAIZE TRUSTEE 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 DR G MARK KINGRY JR TRUSTEE 0.30 X 0 0 0 BISHOP PAUL LEE LEELAND TRUSTEE-EX-OFFICIO 0.30 X 0 0 0 BEVERLY GORDY MCKINNEY TRUSTEE 0.30 X 0 0 0 HERBERT ALBERT PATTERSON JR TRUSTEE 0.30 X 0 0 0 WILLIAM B SELLERS TRUSTEE 0.30 X 0 0 0 ROBERT E SEIBELS III TRUSTEE-EMERITA 0.30 X 0 0 0 REV DR CLAUDE SHUFORD TRUSTEE 0.30 X 0 0 0 ELIZABETH COUERY SMITHART TRUSTEE 0.30 X 0 0 0 DR J CAMERON WEST PRESIDENT OF COLLEGE 40.00 X X 254857 0 34711 REV DR LESTER SPENCER JR TRUSTEE 0.30 X 0 0 0 CHARLES A STAKELY TRUSTEE 0.30 X 0 0 0 DR EUGENE E STANALAND TRUSTEE 0.30 X 0 0 0 MR DAVID F STEELE TRUSTEE 0.30 X 0 0 0 REV DR TIMOTHY R THOMPSON TRUSTEE 0.30 X 0 0 0 DR CHARLES G TOMBERLIN TRUSTEE 0.30 X 0 0 0 JEFF UNDERWOOD TRUSTEE 0.30 X 0 0 0 W KENDRICK UPCHURCH III TRUSTEE 0.30 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 TRUSTEE 0.30 X 0 0 0 REVEREND J CAMERON WEST TRUSTEE-EX-OFFICIO 0.30 X 0 0 0 WILLIAM B WILSON TRUSTEE 0.30 X 0 0 0 LOIS FLOWERS YOUNGBLOOD TRUSTEE 0.30 X 0 0 0 JAY DORMAN TREAS/SR VP ADMIN & PLANNI 40.00 X 168722 0 23066 ANTHONY LEIGH VP-COLLEGE & ALUMNI RELATIONS 40.00 X 115866 0 17951 LAURA DUNCAN VP-ENROLLMENT MGMT 40.00 X 102302 0 15876 DR FRANK PARSON JR VP-STUDENT LIFE/DEAN OF STUDENTS 40.00 X 94335 0 5113 MIKE TURK ATHLETIC DIR./HEAD FOOTBALL COACH 40.00 X 180235 0 11642 SAMIR MOUSSALLI DEAN SCHOOL OF BUSINESS 40.00 X 165241 0 20531 SIDNEY STUBBS PROVOST, DEAN OF COLLEGE 40.00 X 119801 0 11417 1201359 0 140307 7 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36106 DINING SERVICES 1986355 HUFHAMFARRIS CONSTRUCTIONS LLC 7030 E FAIN PARK DR SUITE 11 MONTGOMERY AL 36117 CONSTRUCTION 960585 UPCHURCH CONSTRUCTION PO BOX 231059 MONTGOMERY AL 36117 CONSTRUCTION 606516 PRO IMPACT PHYSICAL THERAPY & SPORTS PER 5923 MONTICELLO DRIVE MONTGOMERY AL 36117 ATHLETIC 105000 4 7351565 2815275 7351565 TUITION AND FEES 900099 21108146 21108146 AUXILIARY ENTERPRISES 900099 4136324 4136324 OTHER SOURCES 900099 321122 321122 25565592 1714977 1714977 10615139 11160 9088747 9191 1526392 1969 1528361 1528361 36160495 25565592 0 3243338 10198939 10198939 924532 449843 236896 237793 9039940 7955147 903994 180799 401479 353301 40148 8030 487873 429329 48787 9757 714501 628761 71450 14290 10096 10096 64895 64895 112690 101421 11269 1699149 815439 851877 31833 93837 84453 9384 1112446 1001201 111245 65384 65384 762607 686346 76261 1042048 937843 104205 26307 22361 2631 1315 789159 710243 78916 1799311 1619380 179931 332994 299695 33299 STUDENT PROGRAM EXPENSE 719051 719051 BAD DEBT EXPENSE 207925 207925 AUTO EXPENSE 86483 73511 8648 4324 MAINTENANCE AND REPAIRS 54385 54385 168295 142576 22267 3452 30914326 27491150 2931583 491593 3296078 1476950 501942 1312114 2045169 2169738 1162238 990955 33739 47216 60484266 24803471 32023504 35680795 15636891 15712650 26689709 27242727 81389270 84633145 2006071 2236975 793750 685000 23408367 22500982 1319491 1254844 27527679 26677801 X 3975007 7279432 2965176 2389726 46921408 48286186 53861591 57955344 81389270 84633145 X 5246169 -1601127 448711 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49400215 1509948 420629 938173 50392619 46622142 308774 3359866 890567 49400215 40512042 2796659 4225450 912009 46622142 43622969 136725 -1988941 -1258711 40512042 40394604 249890 4049693 877640 193578 43622969 0.95800 0.04200 1 0 4697681 1503698 6201379 2389239 30693710 13578686 19504263 11139211 8507725 2631486 36445 10024282 2717060 7343667 35680795 INTERESTS IN PERPETUAL TRUSTS 26354561 STUDENT LOANS RECEIVABLE 888166 27242727 ANNUITIES 347603 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 907241 1254844 24809140 -1601127 448711 -1152416 25961556 10198939 10198939 36160495 20715387 0 20715387 10198939 10198939 30914326 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 448,711. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,198,939. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,198,939. 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 876 9120404 FMV OUTSIDE SCHOLARSHIPS AND ASSISTANCE 203 1078535 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 DR J CAMERON WEST PRESIDENT OF COLLEGE 254857 0 0 0 0 0 11885 0 22826 0 289568 0 0 0 JAY DORMAN TREAS/SR VP ADMIN & PLANNI 168722 0 0 0 0 0 4625 0 18441 0 191788 0 0 0 MIKE TURK ATHLETIC DIR./HEAD FOOTBALL COACH 180235 0 0 0 0 0 9012 0 2630 0 191877 0 0 0 SAMIR MOUSSALLI DEAN SCHOOL OF BUSINESS 165241 0 0 0 0 0 8540 0 11991 0 185772 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 A 20468386 24500000 103830 2680931 2013 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 1 12645 FAIR MARKET VALUE X 12 435327 FAIR MARKET VALUE X 5 2367303 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 11 A COPY OF FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE 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 448,711. FORM 990, PART IX, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.