2011-10-17T08:40:30-05:00 2011-05-31 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2010-06-01 630329409 FAULKNER UNIVERSITY FAUL 3343867274 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 WILMA D PHILLIPS 3343867274 2011-10-10 1 LUCINDA S BOLLINGER 3348347660 2011-10-10 2010 2016-03-07 17:11:31Z BILLY D HILYER 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 54156560 0 X WWW.FAULKNER.EDU X 1942 AL EDUCATIONAL INSTITUTION 39 36 1042 244 30955 1212 2724926 5333465 43083816 45188095 -61691 548779 599625 649595 46346676 51719934 7298503 7715603 0 0 19815428 21518197 75930 37240 1832214 16321496 17811889 43511357 47082929 2835319 4637005 75315358 90319634 36389965 44864213 38925393 45455421 THE MISSION OF FAULKNER UNIVERSITY IS TO GLORIFY GOD THROUGH EDUCATION OF THE WHOLE PERSON EMPHASIZING INTEGRITY OF CHARACTER IN A CARING CHRISTIAN ENVIRONMENT WHERE EVERY INDIVIDUAL MATTERS EVERY DAY. 0 0 27715183 7715603 41849517 INSTRUCTION, PUBLIC SERVICE AND ACADEMIC SUPPORT-EDUCATIONAL COURSES LEADING TO A COLLEGE DEGREE 8953033 838400 STUDENT SERVICE - OTHER NON-INSTRUCTIONAL SERVICES PROVIDED FOR STUDENTS 4073799 3338578 AUXILIARY ENTERPRISES - PROVIDED LODGING, BOARD, BOOKS AND RELATED SUPPLIES AND NEEDS FOR STUDENTS AND THE CAMPUS COMMUNITY. 40742015 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 0 1 100 0 1 1042 1 1 1 0 0 0 0 1 1 0 0 0 0 X 39 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X WILMA D PHILLIPS 3343867274 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 DR BILLY D HILYER 60.00 X X 130352 0 71070 DR WENDELL MITCHELL 40.00 X 132558 0 15787 JOHN W HILL III 0.00 X X 0 0 0 DR BILLY LAMBERT 0.00 X X 0 0 0 MRS CARLTON L FREEMAN 0.00 X X 0 0 0 DR E R BRANNAN 0.50 X 12000 0 0 DR CHARLES BRITNELL 0.50 X 100 0 0 MR ERNIE F CHAPPELL 0.00 X 0 0 0 DR DOUGLAS COVINGTON 0.00 X 0 0 0 MR DONALD R DAVIS 0.00 X 0 0 0 MR JOSEPH W DONALDSON 0.00 X 0 0 0 MR JUSTIN GARRETT 0.00 X 0 0 0 DR FRED D GRAY 0.00 X 0 0 0 DR JESS HALL JR 0.00 X 0 0 0 DR LAMAR A HARRISON 0.00 X 0 0 0 MR LAVON HENLEY 0.00 X 0 0 0 MR DAVIS HOWELL 0.00 X 0 0 0 MR FRANK JONES 0.50 X 100 0 0 MR DALE KIRKLAND 0.00 X 0 0 0 MR H LOUIS LESTER JR 0.00 X 0 0 0 MR DON LEWIS 0.00 X 0 0 0 DR MANSEL LONG JR 0.00 X 0 0 0 MRS GLENDA MAJOR 0.00 X 0 0 0 MR ROY M MCRAIG 0.00 X 0 0 0 DR HENRI MCDANIEL 0.00 X 0 0 0 MR FLAVIL NICHOLS 0.00 X 0 0 0 MR PHIL NORTON 0.00 X 0 0 0 MR TED A NORTON 0.00 X 0 0 0 DR HENRY A PARKER 0.00 X 0 0 0 MR DAVID PHILLIPS 0.00 X 0 0 0 DR MELVINA PHILLIPS 0.00 X 0 0 0 MR MICHAEL PICKENS 0.00 X 0 0 0 MR B O RICHARDSON 0.00 X 0 0 0 MRS ELIZABETH H SMITH 32.00 X 32746 0 0 DR BUD STUMBAUGH 0.00 X 0 0 0 MR J T WAGGONER 0.00 X 0 0 0 MR ROBERT W WALTERS 0.00 X 0 0 0 MRS ANNA WEEKS 0.00 X 0 0 0 MR ED V WELCH 0.00 X 0 0 0 DR JACK ZORN 0.00 X 0 0 0 WILMA D PHILLIPS 45.00 X 108213 0 5241 BRENDA SEE 55.00 X 174475 0 5244 CHARLES NELSON 50.00 X 186709 0 19372 TIM CHINARIS 50.00 X 169911 0 16906 DAVE KHADANGA 40.00 X 153505 0 15548 DAVE RAMPERSAD 50.00 X 119574 0 49258 ROSIE KHADANGA 40.00 X 125067 0 3408 GERALD JONES JR 40.00 X 122649 0 14883 L EDWARD HICKS 40.00 X 130226 0 10483 DONALD GARNER 40.00 X 110731 0 5072 1708916 0 232272 17 0 1 0 CULINARY MANAGEMENT SOLUTIONS 5345 ATLANTA HWY MONTGOMERY AL 36109 CAFETERIA & CATERING SERVICES 1545117 EFC SYSTEMS INC 3026 OWEN DRIVE SUITE 101 ANTIOCH TN 37013 COMPUTER OUTSOURCING SERVICES 1167696 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LAGRANGE GA 30241 MAINTENANCE OUTSOURCING 1002767 MTS CONSTRUCTION 281 E MENDEL PKWY MONTGOMERY AL 36117 CONSTRUCTION 902989 NORTHSTAR INTEGRATED ADVERTISING PO BOX 1971 OPELIKA AL 36801 ADVERTISING 860257 5 1032608 1208875 3091982 1669097 5333465 TUITION AND FEES 900099 41849517 41849517 AUXILIARY ENTERPRISES 900099 3338578 3338578 45188095 413065 413065 2283940 2148226 135714 135714 135714 68640 1032608 288400 -219760 -219760 OTHER REVENUE 900099 838400 838400 SECURITY SERVICE REVEN 812900 25350 25350 TELEPHONE SERVICE 812900 5605 5605 869355 51719934 46026495 30955 329019 7715603 7715603 950045 123510 564924 261611 16928440 14999101 1247417 681922 682673 587167 73358 22148 1748111 1503550 187847 56714 1208928 1039799 129908 39221 22961 22961 54960 54960 37240 37240 278669 244095 4329 30245 1034600 937980 96620 2348962 1774086 406598 168278 1100349 946411 118240 35698 1678647 1443804 180383 54460 855215 748556 62547 44112 127489 123432 3986 71 1438210 1237004 154546 46660 2655533 2284024 285356 86153 143989 143989 CONTRACTED SERVICES 2530390 2197129 245927 87334 OTHER EXPENSES 1500965 674783 748877 77305 CAFETERIA PURCHASES 1356775 1336999 13965 5811 MINOR EQUIPMENT 365964 362782 2571 611 BAD DEBT EXPENSE 318211 318211 47082929 40742015 4508700 1832214 6568600 8556227 573000 1061751 2520013 2211237 2213128 243870 161116 75060 231226 79690260 28752213 44375561 50938047 19201304 21047531 1577975 4079346 75315358 90319634 4058392 4476569 164316 102575 3380290 4044330 28786967 36240739 36389965 44864213 X 25483057 31938647 3879055 3788748 9563281 9728026 38925393 45455421 75315358 90319634 X 4637005 1893023 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17863232 726575 1876031 718918 19746920 15438871 841404 1622690 39733 17863232 17716652 208439 -2136914 349306 15438871 0.34080 0.49270 0.16650 0 0 5345410 5345410 53479885 12483990 40995895 16489658 12752918 3736740 4375307 3515305 860002 50938047 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS SUPPORT THE MISSION OF THE UNIVERSITY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE UNIVERSITY PUBLICIZES ITS POLICY IN ITS CATALOG. THE POLICY IS ALSO PUBLICIZED IN NEWSPAPER ADS AND OTHER MEDIA OUTLETS DURING THE REGISTRATION PERIOD. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 US DEPT OF EDUCATION-TITLE IV $536,011 US DEPT OF EDUCATION TIP $299,292 STATE AND LOCAL GRANTS & SCHOLARSHIPS $373,572 THE UNIVERSITY ALSO PARTICIPATES IN ADDITIONAL US DEPT OF EDUCATION TITLE IV PROGRAMS AND STATE OF ALABAMA STUDENT FINANCIAL AID PROGRAMS X X X X X X 1 JAMES NORWOOD 6366 EASTWOOD GLEN PLACE MONTGOMERY AL 36117 GRANT WRITER 0 9000 12240 -3240 ROBERT VAN POPPEL 649 RIVER BIRCH DRIVE VASS NC 28394 CONSULTANT FOR JSL SOLICITATIONS 0 0 25000 -25000 9000 37240 -28240 BENEFIT DINNER 1101248 1032608 68640 139609 148791 1101248 1032608 68640 139609 148791 288400 -219760 1 INSTITUTIONAL AID 818 6892331 FAIR MARKET VALUE FEDERAL AND STATE AID 558 526580 FAIR MARKET VALUE ENDOWED UNIVERSITY SCHOLARSHIPS 27 128230 FAIR MARKET VALUE OUTSIDE FUNDED SCHOLARSHIPS 68 168462 FAIR MARKET VALUE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE ONLY AWARDED TO THOSE STUDENTS WHO MEET THE REQUIREMENTS FOR A PARTICULAR GRANT OR GRANTS. ALSO, THEY MUST MEET OUR SATISFACTORY PROGRESS POLICY TO CONTINUE RECEIVING THESE FUNDS, WHETHER IT IS FEDERAL GOVERNMENT OR FAULKNER UNIVERSITY FUNDS. X 1 1 X 0 0 0 0 0 0 0 0 0 DR BILLY D HILYER 113323 0 0 0 17029 0 22670 0 48400 0 201422 0 0 0 BRENDA SEE 111646 0 250 0 62579 0 5041 0 203 0 179719 0 0 0 CHARLES NELSON 185352 0 0 0 1357 0 8665 0 10707 0 206081 0 0 0 TIM CHINARIS 155164 0 10000 0 4747 0 6065 0 10841 0 186817 0 0 0 DAVE KHADANGA 150652 0 2000 0 853 0 4707 0 10841 0 169053 0 0 0 DAVE RAMPERSAD 108857 0 0 0 10717 0 3417 0 45841 0 168832 0 0 0 EDUCATIONAL BLDG AUTHORITY OF CITY OF MONTGOMERY 631104797 613045CM3 2007-05-10 25995000 2007 FACILITIES REVENUE BOND 0 0 0 PRIVATE COLLEGES & UNIVERSITIES FACILITIES AUTHORITY 521297592 010397FS1 2009-07-29 3375000 2009 FACILITIES REVENUE BOND 0 0 0 EDUCATIONAL BLDG AUTHORITY OF CITY OF MONTGOMERY 631104797 2011-03-03 5000000 2011 SPECIAL PROJECT 0 0 0 1170000 25995000 1622988 1816796 22555216 2008 0 1 1 1 280000 3375000 96050 3236000 42950 2009 0 0 0 1 5000000 60715 2434431 2504854 2011 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EFC SYSTEMS OWNER ERNIE CHAPPELL IS MEMBER OF THE TRUSTEES & CHAIR OF FINANCE COMMITTEE 1166995 MR. CHAPPELL'S COMPANY PROVIDES COMPUTER CONSULTATION, HARDWARE & SOFTWARE SERVICES 0 CULINARY MANAGEMENT SOLUTIONS OWNER JOHN HILL IS A MEMBER AND CHAIR OF THE BOARD OF TRUSTEES 1545403 MR HILL'S COMPANY PROVIDES THE FOOD SERVICE FOR THE CAFETERIA 0 LL&T INC OWNER LAMAR HARRISON IS A MEMBER OF THE BOARD OF TRUSTEES 356938 MR HARRISON'S COMPANY HOLDS THE LEASE FOR THE MOBILE, AL CAMPUS BUILDING 0 WELCH HORNSBY WELCH THE OWNER'S FATHER, ED WELCH IS A MEMBER OF THE BOARD OF TRUSTEES 45276 THE COMPANY PROVIDES INVESTMENT ADVICE 0 X 2 53126 FMV X 2 1607000 FMV X FURNITURE 3 4711 FMV X LIBRARY BOOKS,VIDEOS 6 3397 FMV X EQUIPMENT 2 862 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DAVE KHADANGA, DEAN OF THE HARRIS SCHOOL AND ROSIE KHADANGA, PROFESSOR ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 2 PHIL NORTON, BOARD MEMBER AND TED A. NORTON, BOARD MEMBER ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD RECEIVES A COPY OF FORM 990 DURING THE FALL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. ALL FORMS ARE REVIEWED BY THE BOARD CHAIR OR VICE CHAIR AND MAINTAINED IN THE OFFICE OF THE UNIVERSITY PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,893,023. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FAULKNER UNIVERSITY FOUNDATION 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 061697483 CHRISTIAN EDUCATION AT FAULKNER UNIVERSITY AL 501(C)(3) 170(B)(1)(A)(VI) 0 JONES SCHOOL OF LAW FOUNDATION 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 061697484 CHRISTIAN EDUCATION AT JONES SCHOOL OF LAW AL 501(C)(3) 170(B)(1)(A)(VI) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1