2015-03-27T16:31:01-05:00 2014-05-31 BKD LLP 200 E Main St Suite 700 Fort Wayne IN 46802 990 2013-06-01 350868101 HUNTINGTON UNIVERSITY % CONNIE BONNER HUNT 2603566000 2303 COLLEGE AVENUE Suite HUNTINGTON IN 46750 GREG SMITLEY VP FOR BUSINESS & FINANCE 2603564000 2015-04-15 true Joyce A Dulworth P00151125 2603564000 2013 2016-02-25 16:41:14Z SHERILYN EMBERTON 2303 COLLEGE AVENUE HUNTINGTON IN 46750 42490214 false X WWW.HUNTINGTON.EDU X 1897 IN HUNTINGTON UNIVERSITY IS A CHRIST- CENTERED INSTITUTION THAT EXISTS TO CARRY OUT THE MISSION OF CHRIST IN HIGHER EDUCATION THROUGH A CURRICULUM OF ACADEMIC EXCELLENCE. 35 34 1014 600 2106 1106 4679980 5247678 30160326 29399961 607975 912699 7511 0 35455792 35560338 11738478 12066847 0 0 12761777 13062917 0 0 1074464 12190167 12083832 36690422 37213596 -1234630 -1653258 77182985 76600227 16553082 15727465 60629903 60872762 X HUNTINGTON UNIVERSITY IS A CHRIST-CENTERED LIBERAL ARTS INSTITUTION OF HIGHER EDUCATION WITH A STRONG HISTORIC AND ONGOING RELATIONSHIP WITH THE CHURCH OF THE UNITED BRETHREN IN CHRIST, USA. WITH THE CONVICTION THAT ALL TRUTH IS GOD'S TRUTH, THE UNIVERSITY EXISTS TO CARRY OUT THE MISSION OF CHRIST IN HIGHER EDUCATION. THROUGH A CURRICULUM OF DEMONSTRATED ACADEMIC EXCELLENCE, STUDENTS ARE EDUCATED IN THE LIBERAL ARTS AND THEIR CHOSEN DISCIPLINES, ALWAYS SEEKING TO EXAMINE THE RELATIONSHIP BETWEEN THE DISCIPLINES AND GOD'S REVELATION IN JESUS CHRIST. false false 32600944 12066847 29399961 HUNTINGTON UNIVERSITY IS A CHRISTIAN UNIVERSITY WITH THE PRIMARY PURPOSE OF EDUCATING AND DEVELOPING INDIVIDUALS. THE UNIVERSITY CURRENTLY CONSISTS OF APPROXIMATELY 1,200 STUDENTS. AS A CHRISTIAN UNIVERSITY, HUNTINGTON IS COMMITTED TO DEVELOPING THE WHOLE PERSON, ASSISTING STUDENTS WITH UNDERSTANDING ALL AREAS OF HUMAN KNOWLEDGE FROM THE PERSPECTIVE OF A CHRISTIAN WORLDVIEW, AND PREPARING THEM TO IMPACT THEIR WORLD FOR CHRIST. 32600944 true true false false false false false true false true true false false false true false true false true false true false false false false false false false true true true false false false false false false true false false true true false false false false true false false true 141 0 true 1014 true true true false false false false false false false false false X 35 34 true false false false false false false true true false false false true true true true false true true false IN X CONNIE BONNER 2603566000 2303 COLLEGE AVENUE HUNTINGTON IN 46750 KELLY K SAVAGE CHAIR 2.0 X 0 0 0 HERBERT A SCHUMM VICE CHAIR 2.0 X 0 0 0 NANCY L HULL SECRETARY 2.0 X 0 0 0 LARS P ANDERSEN BOARD MEMBER 2.0 X RONALD P BAKER BOARD MEMBER 2.0 X 0 0 0 J MICHAEL CALEY BOARD MEMBER 2.0 X 0 0 0 CAROL A CLARK ACADEMIC PROGRAMS CHAIR 2.0 X 0 0 0 JERRY L CLORE BOARD MEMBER 2.0 X 0 0 0 THOMAS A CLOUNIE BOARD MEMBER 2.0 X 0 0 0 CANDACE E CURIE ADVANCEMENT CHAIR 2.0 X 0 0 0 GARY L DILLEY BOARD MEMBER 2.0 X 0 0 0 RONALD J FREEMAN BOARD MEMBER 2.0 X 0 0 0 RAE GONTERMAN BOARD MEMBER 2.0 X 0 0 0 OWEN C GORDON BOARD MEMBER 2.0 X 0 0 0 DALE L HAUPERT BOARD MEMBER 2.0 X 0 0 0 CALVIN D HAWKINS BOARD MEMBER 2.0 X 0 0 0 DALTON M JENKINS BOARD MEMBER 2.0 X 0 0 0 NANCY LAMPORT LASSE BOARD MEMBER 2.0 X 0 0 0 LARRY L LANCE BOARD MEMBER 2.0 X 0 0 0 MONTE J LIGHTNER BOARD MEMBER 2.0 X 0 0 0 EMMETT W LIPPE BOARD MEMBER 2.0 X 0 0 0 RICHARD D MERILLAT BOARD MEMBER 2.0 X 0 0 0 LARRY M NEW BOARD MEMBER 2.0 X 0 0 0 BRIAN D NOFZINGER BOARD MEMBER 2.0 X 0 0 0 CHAD S PRYOR BOARD MEMBER 2.0 X 0 0 0 JANE A SCHENKEL BOARD MEMBER 2.0 X 0 0 0 EDWARD E SOUERS BOARD MEMBERS 2.0 X 0 0 0 THOMAS L TYLER BOARD MEMBER 2.0 X 0 0 0 EDWARD C VESSELS BOARD MEMBER 2.0 X 0 0 0 W PHILLIP WHIPPLE BOARD MEMBER 2.0 X 0 0 0 LUTHER WHITFIELD BOARD MEMBER 2.0 X 0 0 0 C ROBIN WRIGHT BOARD MEMBER 2.0 X 0 0 0 ETHEL P WYNDER BOARD MEMBER 2.0 X 0 0 0 BROOKS FETTERS BOARD MEMBER 2.0 X 0 0 0 LUKE M MCCONNELL STUDENT SENATE REPRESENTATIVE 1.0 X 0 0 0 VINCENT HAUPERT VP FOR ADVANCEMENT 50.0 X 81707 0 21652 JEFFREY BERGGREN SENIOR VP FOR ENROLLMENT 50.0 X 101363 0 47528 RONALD COFFEY VP FOR STUDENT LIFE 50.0 X 81471 0 21597 ANN MCPHERREN SENIOR VP STRATEGY/ADULT PROG 50.0 X 96643 0 23117 DELBERT DOUGHTY II INTERIM SR VP FOR ACAD AFFAIRS 50.0 X 94983 0 37340 JULIE HENDRYX LEFT 6114 INTERIM VP FOR BUS. & FINANCE 50.0 X 93228 22901 SHERILYN EMBERTON PRESIDENT 50.0 X 107346 0 60280 G BLAIR DOWDEN POST PRESIDENCY CONSULTANT 50.0 X 296735 0 28273 953476 0 262688 3 false true false SODEXO INC AFFILIATES INC 666 LAKE STREET HUNTINGTON IN 46750 FOOD SERVICE 2006709 MJV GROUP INC PO BOX 5076 LAFAYETTE IN 47903 JANITORIAL SERVICES 471729 TREE OF LIFE BOOKSTORES 3700 S WESTERN AVE MARION IN 46953 BOOKSTORE 365082 JENZABAR INC 1450 TECHNOLOGY DR HARRISONBURG VA 22802 COMPUTER SERVICES 190210 CLOUNIE LANDSCAPING INC 6492 N US HIGHWAY 24 E HUNTINGTON IN 46750 LANDSCAPING 180563 19 1395421 3852257 292228 5247678 TUITION AND FEES 23427557 23427557 FOOD SERVICE 2798029 2798029 RESIDENCE HALLS 2844075 2844075 OTHER PROGRAM 69338 69338 SALES & SERVICE OF EDUCATIONAL DEPARTMENT 31529 31529 229433 229433 29399961 483155 2106 481049 0 0 0 0 0 7359420 6929876 429544 429544 429544 0 0 0 0 35560338 29399961 2106 910593 0 0 12066847 12066847 0 0 953476 784592 87177 81707 0 8389041 6938504 1042073 408464 393458 318701 59019 15738 2683397 1935257 546947 201193 643545 521271 96532 25742 0 6840 6840 59250 59250 0 0 53100 53100 1685468 1500933 183200 1335 493512 347059 13534 132919 531778 421630 83885 26263 703213 554021 142318 6874 0 2547316 2063326 382097 101893 551326 433915 87878 29533 0 257898 170009 57287 30602 434767 391290 43477 0 2111091 1763694 342575 4822 208569 187712 20857 FOOD COSTS 1734041 1733949 92 BAD DEBTS 21880 21880 MISCELLANEOUS EQUIPMENT REPAIR 285627 264620 19748 1259 AWARDS & CERTIFICATES 31133 26072 4220 841 367023 155662 206082 5279 37213596 32600944 3538188 1074464 13755 13755 1069172 1613713 0 0 472083 722618 0 0 0 0 2116812 2114215 0 0 199431 148455 85958630 38314973 49274966 47643657 18101252 18192844 1868371 2074486 3499908 3499908 0 0 567235 576576 77182985 76600227 1687914 1467775 0 0 708014 625017 8150000 8000000 0 0 0 0 1348103 1220649 0 0 4659051 4414024 16553082 15727465 X 39654698 37328547 4624416 6551876 16350789 16992339 60629903 60872762 77182985 76600227 X -1653258 1770357 125760 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false 22663600 741550 2457049 2997787 22864412 20113389 307912 3243089 1000790 22663600 20731864 717377 -425840 887878 22134 20113389 17888006 321921 3461067 924300 14830 20731864 17144024 860208 1180035 1279434 16827 17888006 0.02920 0.74320 0.22760 true false 778653 778653 71226668 27982140 43244528 8806212 7312883 1493329 5147097 3019950 2127147 47643657 0 FUNDS HELD FOR OTHERS 2042606 LIABILITY FOR DERIVATIVE CONTR 1358122 LIABILITY FOR ANNUITY CONTRACT 1013296 4414024 25047771 1770357 1770357 23277414 53100 12229824 12282924 35560338 25093649 25093649 53100 12066847 12119947 37213596 PART III, LINE 4 THE UNIVERSITY RECEIVED A DONATION OF VARIOUS WORKS OF ART IN 1987. THE COLLECTION INCLUDES 107 ITEMS AND IS DISPLAYED IN SEVERAL LOCATIONS ON CAMPUS INCLUDING THE WILSON ART GALLERY. PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUND IS DESIGNATED TO PROVIDE SCHOLARSHIPS AND OTHER FUNDS TO SUPPORT OPERATIONS OF THE INSTITUTION. ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. PART XI LINE 4B STUDENT FINANCIAL AID $12,066,847 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 162,977 TOTAL $12,229,824 PART XII LINE 4B STUDENT FINANCIAL AID $12,066,847 true true true true true true true false false false false false false false false true false true QUESTION 3 NEWSPAPERS, CATALOGS, INTERNET WEB PAGE, AND ADVERTISING MEDIA CONTAIN HUNTINGTON UNIVERSITY'S RACIALLY NON-DISCRIMINATORY POLICY EITHER PUBLISHED OR BROADCASTED FOR STUDENT RECRUITMENT, REGISTRATION OR RETENTION AND PERSONNEL RECRUITMENT. QUESTION 6A HUNTINGTON UNIVERSITY RECEIVES FINANCIAL AID FROM A GOVERNMENTAL AGENCY IN THE FORM OF GRANTS AND LOANS. Sub-Saharan Africa Program Services STUDY ABROAD 12850 South America Program Services STUDY ABROAD 6800 East Asia and the Pacific Program Services STUDY ABROAD 10850 30500 30500 false false false false false false true SCHOLARSHIPS 853 12066847 PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: AFTER STUDENT HAS BEEN ACCEPTED, THEY MUST FILE A FAFSA. HUNTINGTON CONSIDERS ACADEMIC SCHOLARSHIPS, OUTSIDE SCHOLARSHIPS, FEDERAL GRANTS AND STATE ELIGIBILITY IN THAT RESPECTIVE ORDER. IF THE STUDENT NEEDS FURTHER ASSISTANCE, THE UNIVERSITY OFFERS FEDERAL LOANS, COLLEGE GRANTS AND EMPLOYMENT OPPORTUNITIES. FINANCIAL AID BASED ON NEED IS AWARDED ON FAFSA CALCULATIONS AND THE RESULTING FINANCIAL AID THAT IS TO BE MET. ACADEMIC SCHOLARSHIPS ARE AWARDED BASED ON HIGH SCHOOL GPA, CLASS RANK AND STANDARD TEST SCORES. NEED-BASED GRANTS CAN BE ALLOCATED TO RETURNING STUDENTS BASED ON PREVIOUS YEARS AS LONG AS FINANCIAL NEED IS STILL PRESENT. ACADEMIC SCHOLARSHIPS CONTINUE BASED ON THE STUDENT'S CUMULATIVE GPA AT THE END OF THE YEAR. X true true X X X X false false false false false false false false false G BLAIR DOWDEN POST PRESIDENCY CONSULTANT 184200 0 0 0 112535 0 11352 0 16921 0 325008 0 0 0 SHERILYN EMBERTON PRESIDENT 106867 0 0 0 479 0 27294 0 32986 0 167626 0 0 0 QUESTION 1A THE UNIVERSITY PRESIDENT RESIDES IN A UNIVERSITY OWNED HOUSE. THE HOUSE IS USED FOR UNIVERSITY FUNCTIONS INCLUDING RECEPTIONS, DINNERS AND OTHER BUSINESS EVENTS. THE FAIR MARKET VALUE OF THE PRESIDENT'S HOUSING IS THEREFORE INCLUDED IN NONTAXABLE COMPENSATION. A CITY OF HUNTINGTON INDIANA ECONOMIC AUTHORITY 351634309 446356CD7 2007-08-01 8750000 INDIANA ECONOMIC AUTHORITY false false false A 0 0 8750000 0 0 0 150099 56140 0 0 0 0 2007 false false true true A false false false false 0 false false false true A false true false false 0 false 0 false false A false 37513 SCHOLARSHIPS TUITION WAIVER THOMAS A CLOUNIE BOARD MEMEBER 180563 OWNER OF CLOUNIE LANDSCAPING false X 5 270017 FMV X 1 OPINION OF EXPERT 1 false true false PART VI, LINE 1B THOMAS A. CLOUNIE OWNS 100% OF CLOUNIE LANDSCAPING, AN INDEPENDENT CONTRACTOR FOR THE UNIVERSITY. AS A RESULT, HE IS CONSIDERED A NON-INDEPENDENT BOARD MEMBER. PART VI, LINE 11B FORM 990 EXCLUDING SCHEDULE B IS PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. A COPY OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF THE UNIVERSITY, THE GOVERNING BODY RESPONSIBLE FOR REVIEW OF ALL FINANCIAL OPERATIONS OF THE UNIVERSITY BEFORE THE 990 IS FILED. AN INDEPENDENT ACCOUNTING FIRM ALSO PERFORMS A REVIEW OF FORM 990. PART VI, LINE 12C THE BOARD DEVELOPMENT COMMITTEE OF THE BOARD OF TRUSTEES AND THE PRESIDENT'S OFFICE ANNUALLY CONFIRMS THE RECEIPT OF SIGNED CONFLICT OF INTEREST FORMS FROM ALL BOARD MEMBERS AND OFFICERS AND REVIEWS THE ANSWERS SUBMITTED FOR ANY POSSIBLE CONFLICTS OF INTEREST. That trustee or officer who has disclosed an actual or potential conflict of interest, or who has been found to have a conflict of interest, will not participate in the University's decision making process with regard to that transaction, except to the extent expressly requested in writing by the Huntington University Board of Trustees or its Board Development Committee. Should a conflict of interest matter require a vote by the Board of Trustees or one of its committees, that trustee or officer shall not be present at the time of the vote. PART VI, LINE 15A A SEPARATE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPARATIVE SALARY AND BENEFIT INFORMATION FOR THE PRESIDENT AND RECOMMENDS ACTION ON COMPENSATION TO THE FULL BOARD. PART VI, LINE 15B THE PRESIDENT REVIEWS COMPARATIVE SALARY INFORMATION FOR ALL OFFICER POSITIONS AND SETS SALARIES FOR THEM ANNUALLY AND INFORMS THE BOARD CHAIR OF HIS ACTIONS. PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. RECONCILIATION OF NET ASSETS PART XI, LINE 9 CHANGE IN FAIR VALUE OF DERIVATIVE CONTRACTS 288,737 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (162,977) TOTAL: $125,760 HU VENTURES INC 2303 COLLEGE AVENUE HUNTINGTON IN 46750 455423234 BUS. DEVELOPMENT IN NA C-CORP -12685 15554 0.50000 false false false false false false false false false false false false false false false false false false false false