2024-04-12T14:43:26-07:00 2023-05-31 990 2022-06-01 560529999 HIGH POINT UNIVERSITY HIGH 3368419000 ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 Steven Calloway Senior VP for Business Affairs 3368419841 2024-04-12 Steven Calloway 999009999 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z STEVEN B CALLOWAY ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 445552030 0 X WWW.HIGHPOINT.EDU X 1928 NC HIGH POINT UNIVERSITY'S INSPIRING ENVIRONMENT, CARING PEOPLE, AND ENGAGING EDUCATION EQUIP GRADUATES FOR SUCCESS AND SIGNIFICANCE BY CULTIVATING THE VALUES, KNOWLEDGE, MINDSET, AND SKILLS NECESSARY TO THRIVE IN A COMPETITIVE AND RAPIDLY CHANGING WORLD. THE VISION OF HIGH POINT UNIVERSITY IS TO BE A NATIONALLY PROMINENT, PRIVATE INSTITUTION RECOGNIZED FOR THE EXCELLENCE OF ITS ACADEMIC PROGRAMS, THE DEPTH OF ITS VALUES-BASED CULTURE, THE BREADTH OF ITS INCLUSIVENESS, AND THE STRENGTH OF ITS COMMITMENT TO EQUIPPING STUDENTS TO LEAD LIVES OF SUCCESS AND SIGNIFICANCE. 42 38 2926 100 49335 48335 99214423 56321409 332182708 352297282 5505314 5466891 1862569 7991676 438765014 422077258 79422548 84160465 0 0 82701411 92442030 0 0 4800174 157557037 180355683 319680996 356958178 119084018 65119080 1058110850 1128722579 179648181 187965236 878462669 940757343 HIGH POINT UNIVERSITY'S INSPIRING ENVIRONMENT, CARING PEOPLE, AND ENGAGING EDUCATION EQUIP GRADUATES FOR SUCCESS AND SIGNIFICANCE BY CULTIVATING THE VALUES, KNOWLEDGE, MINDSET, AND SKILLS NECESSARY TO THRIVE IN A COMPETITIVE AND RAPIDLY CHANGING WORLD. THE VISION OF HIGH POINT UNIVERSITY IS TO BE A NATIONALLY PROMINENT, PRIVATE INSTITUTION RECOGNIZED FOR THE EXCELLENCE OF ITS ACADEMIC PROGRAMS, THE DEPTH OF ITS VALUES-BASED CULTURE, THE BREADTH OF ITS INCLUSIVENESS, AND THE STRENGTH OF ITS COMMITMENT TO EQUIPPING STUDENTS TO LEAD LIVES OF SUCCESS AND SIGNIFICANCE. 0 0 264728410 72431341 304109281 HIGH POINT UNIVERSITY IS A PRIVATE, CO-ED UNIVERSITY COMMITTED TO PROVIDING STUDENTS WITH AN EXCEPTIONAL EDUCATION. HPU SERVES APPROXIMATELY 5,050 UNDERGRADUATE STUDENTS THROUGH ITS PHILLIPS SCHOOL OF BUSINESS, WANEK SCHOOL OF NATURAL SCIENCES, WEBB SCHOOL OF ENGINEERING, QUBEIN SCHOOL OF COMMUNICATIONS, HAYWORTH SCHOOL OF ARTS & DESIGN, SCHOOL OF NURSING, STOUT SCHOOL OF EDUCATION, CONGDON SCHOOL OF HEALTH SCIENCES, AND SCHOOL OF HUMANITIES AND BEHAVIORAL SCIENCES. 20711666 9458818 48188001 THE UNIVERSITY, THROUGH ITS NORCROSS GRADUATE SCHOOL, ALSO SERVES APPROXIMATELY 1,000 GRADUATE STUDENTS SEEKING DEGREES IN BUSINESS ADMINISTRATION, EDUCATION, ATHLETIC TRAINING, PHYSICIAN ASSISTANT, STRATEGIC COMMUNICATION, HEALTH SCIENCES, PHYSICAL THERAPY AND PHARMACY. 0 0 0 285440076 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0 1 0 0 0 0 1 8124 0 1 2926 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 42 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DEBORAH S MCCLINTOCK 3368419000 ONE UNIVERSITY PARKWAY HIGH POINT NC 272680001 NIDO QUBEIN PRESIDENT 60 0 X 3634690 0 781521 TUBBY SMITH COACH 40 0 X 2400589 0 11666 DANIEL ERB PROVOST 60 0 X 307924 0 44265 BRAD CALLOWAY SENIOR VICE PRESIDENT 60 0 X 296331 0 51684 SCOTT DE ROSSI DEAN SCHOOL OF DENTAL MEDICINE AND ORAL HEALTH 40 0 X 308918 0 27319 ANDREW BILLS SENIOR VICE PRESIDENT 40 0 X 286562 0 40450 CHRIS DUDLEY SENIOR VICE PRESIDENT 50 0 X 275814 0 38417 ROGER CLODFELTER SENIOR VICE PRESIDENT 60 0 X 245159 0 43429 MARK MARTIN DEAN SCHOOL OF LAW 40 0 X 259306 0 16146 BARRY KITLEY SENIOR VICE PRESIDENT 60 0 X 212383 0 34694 KERR RAMSAY SENIOR VICE PRESIDENT 40 0 X 216150 0 29713 DEBI SHUTTERS VICE PRESIDENT / CFO 50 0 X 209294 0 34895 SCOTT HEMBY PHARMACY PROFESSOR 40 0 X 206602 0 31467 MARLON WINTERS BUSINESS PROFESSOR 40 0 X 217212 0 11849 ANGELA BAUER SENIOR VICE PRESIDENT 40 0 X 184941 0 24427 GAIL TUTTLE SENIOR VICE PRESIDENT 40 0 X 60563 0 8052 MICHAEL BROWN TRUSTEE 0.5 0 X 0 0 0 TERESA CAINE TRUSTEE 0.5 0 X 0 0 0 RICHARD CALLICUTT II TRUSTEE 0.5 0 X 0 0 0 ROY CARROLL TRUSTEE 0.5 0 X 0 0 0 LORRAINE CHARMAN TRUSTEE 0.5 0 X 0 0 0 CHRISTINE COTTRELL TRUSTEE 0.5 0 X 0 0 0 DAVID COUCH TRUSTEE 0.5 0 X 0 0 0 J CARLVENA FOSTER TRUSTEE 0.5 0 X 0 0 0 SHIRLEY FRYE CHAIR OF STUDENT LIFE COMMITTEE/TRUSTEE 0.5 0 X 0 0 0 JAMES C HOWELL TRUSTEE 0.5 0 X 0 0 0 KENNETH KAHN TRUSTEE 0.5 0 X 0 0 0 MIRIAM KIMSEY TRUSTEE 0.5 0 X 0 0 0 BISHOP PAUL LEELAND TRUSTEE 0.5 0 X 0 0 0 KATHERINE MAYNARD TRUSTEE 0.5 0 X 0 0 0 KRISTINE MESTDAGH TRUSTEE 0.5 0 X 0 0 0 KEVIN NORTON TRUSTEE 0.5 0 X 0 0 0 JEFF PATTERSON TRUSTEE 0.5 0 X 0 0 0 MARK PHILLIPS TRUSTEE 0.5 0 X 0 0 0 STEPHEN POND TRUSTEE 0.5 0 X 0 0 0 ANNE WALKER TRUSTEE 0.5 0 X 0 0 0 J ALEXANDER WARD TRUSTEE 0.5 0 X 0 0 0 MARK WEBB VICE CHAIR; CHAIR OF AUDIT, INVESTMENT & FINANCE COMMITTEE/TRUSTEE 0.5 0 X 0 0 0 DOUGLAS WITCHER TRUSTEE 0.5 0 X 0 0 0 MOLLY YOUNG TRUSTEE 0.5 0 X 0 0 0 ELIZABETH ALDRIDGE TRUSTEE 0.5 0 X 0 0 0 ROBERT BROWN TRUSTEE 0.5 0 X 0 0 0 RICHARD BUDD TRUSTEE 0.5 0 X 0 0 0 THAYER COGGIN TRUSTEE 0.5 0 X 0 0 0 EARL CONGDON TRUSTEE 0.5 0 X 0 0 0 FLOYD CRAVEN TRUSTEE 0.5 0 X 0 0 0 JOHN FINCH TRUSTEE 0.5 0 X 0 0 0 DAVID FRANCIS TRUSTEE 0.5 0 X 0 0 0 DONALD HAYNES TRUSTEE 0.5 0 X 0 0 0 CHRISTOPHER HENSON CHAIR OF BOARD/TRUSTEE 0.5 0 X 0 0 0 THOMAS INGRAM CHAIR, ACADEMIC AFFAIRS/TRUSTEE 0.5 0 X 0 0 0 RON JONES TRUSTEE 0.5 0 X 0 0 0 GENE KESTER TRUSTEE 0.5 0 X 0 0 0 WILLIAM KESTER TRUSTEE 0.5 0 X 0 0 0 MEREDITH MICHENER TRUSTEE 0.5 0 X 0 0 0 J ROBERT STOUT TRUSTEE 0.5 0 X 0 0 0 RICHARD VERT TRUSTEE 0.5 0 X 0 0 0 FRED WILSON TRUSTEE 0.5 0 X 0 0 0 9322438 0 1229994 148 0 1 0 ARAMARK HIGH POINT UNIVERSITY ONE UNIV PWKY HIGH POINT NC 27268 FOOD SERVICES 25609105 SAMET CORPORATION 309 GALLIMORE DAIRY RD GREENSBORO NC 27409 GENERAL CONTRACTOR 22379047 BUDD GROUP 2325 SOUTH STRATFORD ROAD WINSTON SALEM NC 27103 MAINTENANCE SERVICES 10915974 STAFFORD HOMES OF THE TRIAD 7971 WINFREE RD SUMMERFIELD NC 27358 GENERAL CONTRACTOR 6066266 SHELCO LLC 370 KNOLLWOOD STREET SUITE 200 WISTON SALEM NC 27103 GENERAL CONTRACTOR 6012164 66 0 0 0 0 9388698 46932711 645325 56321409 STUDENT TUITION AND FEES 611710 251361173 251361173 0 0 RESIDENCE HALL FEES 721310 59397787 59397787 0 0 CAFETERIA/MEALS 722210 39586582 39586582 0 0 INTERCOLLEGIATE ATHLETICS 611710 1318186 1318186 0 0 BOOKSTORE 611710 366504 366504 0 0 267050 267050 0 0 352297282 5451438 0 0 5451438 0 0 0 0 115434 115434 0 0 1606122 0 2712583 0 -1106461 0 -1106461 -1106461 0 0 18792763 1953186 19702935 1027561 -910172 925625 15453 15453 0 0 8570 0 31693 -23123 0 -23123 0 0 0 0 0 0 0 0 0 0 0 0 SUMMER CONFERENCES 611710 2416208 2416208 0 0 6589618 6540283 49335 0 9005826 422077258 360278199 49335 5428315 2270306 2270306 81890159 81890159 0 0 0 0 7061358 441621 5437976 1181761 0 0 0 0 69936800 60186168 7710116 2040516 4299000 4299000 0 0 11144872 7394103 3303527 447242 0 0 0 0 0 0 0 0 3685327 0 3685327 0 128173 0 128173 0 0 0 0 0 0 0 528147 0 528147 0 10775067 8682530 1868628 223909 9363950 9347243 16707 0 26116488 20841328 4728079 547081 6254930 1305729 4949201 0 0 0 0 0 52473112 32065996 20407116 0 4703544 2140200 2387889 175455 0 0 0 0 0 0 0 0 3290072 0 3290072 0 0 0 0 0 37890841 36223644 1667197 0 3331250 0 3331250 0 SPECIAL EVENTS 9508197 7871584 1452403 184210 INTERCOLLEGIATE ATHLETICS 3712987 3712987 0 0 8593598 6767478 1826120 0 356958178 285440076 66717928 4800174 1800833 1515486 67225023 88115075 66984106 34357905 13029931 15451319 8174840 8174840 0 0 18246 16343 0 0 1311786 2540044 1214016792 374263030 763097372 839753762 76217129 75589718 51117624 52414209 0 0 0 897254 9133960 9896624 1058110850 1128722579 26694528 38128169 0 0 37483816 45451785 109473257 100216949 1204730 1471898 0 0 4735182 1603985 0 0 56668 1092450 179648181 187965236 X 674955496 765862704 203507173 174894639 878462669 940757343 1058110850 1128722579 X 65119080 -3995985 0 269542 0 902037 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45000 1731540 0 0 X EDUCATION 0 0 1 X 138711571 18796786 -2478289 0 3540931 501630 150987507 127505121 21005004 -5341443 0 3963425 493686 138711571 78259483 30933756 21382031 0 2771078 299071 127505121 65747536 13722553 1413235 0 2388313 235528 78259483 63760429 3302177 898021 0 1903517 219574 65837536 0.2598 0.1154 0.6248 1 0 84251854 0 84251854 787960329 0 205787015 582173314 86710422 0 42748344 43962078 154783470 0 125727671 29055799 100310717 0 0 100310717 839753762 0 STUDENT LOAN MONIES 37461 OPERATING LEASE LIABILITY 1054989 1092450 X 330099494 -3995985 0 0 -80988123 -84984108 415083602 258605 6735051 6993656 422077258 267804820 0 0 0 2744276 2744276 265060544 258605 91639029 91897634 356958178 Schedule D, Part III, Line 4 THE UNIVERSITY MAINTAINS ART AND OTHER COLLECTIBLES DISPLAYED IN VARIOUS CAMPUS BUILDINGS FOR EDUCATIONAL AND INSTRUCTIONAL PURPOSES. Schedule D, Part IV, Line 2b THE UNIVERSITY ALLOWS THE STUDENT GOVERNMENT ASSOCIATIONS TO KEEP MONEY THAT THEY HAVE COLLECTED IN A UNIVERSITY CONTROLLED BANK ACCOUNT. Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE USED FOR THE PURPOSES STIPULATED BY THE INDIVIDUAL DONOR(S) OF THE ENDOWED FUNDS. THE MAJORITY OF THE UNIVERSITY'S ENDOWMENT IS FOR SCHOLARSHIPS OR PROFESSORSHIPS/CHAIRS. Schedule D, Part X, Line 2 IT IS THE UNIVERSITY'S POLICY TO EVALUATE ALL SIGNIFICANT TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE CONSOLIDATED FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2023 AND 2022. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING THE YEAR ENDED MAY 31, 2020; HOWEVER, NO EXAMINATIONS ARE IN PROCESS. ANY CHANGES IN THE AMOUNT OF A TAX POSITION, AS WELL AS RELATED PENALTIES AND INTEREST, WILL BE RECOGNIZED IN THE PERIOD THAT CHANGES OCCURS. Schedule D, Part XI, Line 2d -$81,890,159: FUNDED AND UNFUNDED AID; 902,038: CHANGE IN INTEREST SWAP RATE; -$2: ROUNDING Schedule D, Part XI, Line 4b $4,051,566: REVENUE NETTED AGAINST OTHER, NET ON FINANCIAL STATEMENT. $1,573,047: REVENUE NETTED AGAINST DENTAL, NET ON FINANCIAL STATEMENT. $399,457 REVENUE NETTED AGAINST GAIN ON EXTINGUISHMENT OF NMTC, NET ON FINANCIAL STATEMENT. -$2,712,583 RENTAL EXPENSE. -$31,693 FUNDRAISING EXPENSE. $3,455,257 FEDERAL GRANT EXPENSE NETTED AGAINST REVENUE IN CAPITAL GIFTS AND GRANTS. Schedule D, Part XII, Line 2d $2,712,583 RENTAL EXPENSE REPORTED ON PART VIII. $31,693 REPORTED ON PART VIII. Schedule D, Part XII, Line 4b $4,051,566 MISC. REVENUE NETTED AGAINST OTHER, NET AND REPORTED ON PART VIII. $1,573,047 DENTAL REVENUE NETTED AGAINST DENTAL, NET AND REPORTED ON PART VIII. $3,455,257 FEDERAL GRANT AWARDED NETTED AGAINST CAPITAL GIFTS AND GRANTS REPORT ON PART IX. $269,542 INVESTMENT FEES PAID THROUGH UNREALIZED GAIN/LOSS. $81,890,159 FUNDED AND UNFUNDED AID. $399,457 NETTED AGAINST GAIN ON EXTINGUISHMENT OF NMTC, NET REPORTED ON PART IX. $1 ROUNDING. 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 BROADCASTS AND PUBLISHED STATEMENTS FOLLOW THE GUIDELINES PER REVENUE PROCEDURE 75-50 AND ARE DISSEMINATED TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE SCHOOL. Schedule E, Part I, Line 6 THE UNIVERSITY RECEIVES SCHOLARSHIP AND STUDENT AID DOLLARS ON BEHALF OF STUDENTS ENROLLED. THOSE DOLLARS ARE PASSED THROUGH TO THE STUDENTS. 1 East Asia and the Pacific 0 0 Program Services STUDY ABROAD (AUSTRALIA) 14 East Asia and the Pacific 0 0 Program Services STUDY ABROAD (CHINA) 300 East Asia and the Pacific 0 0 Program Services STUDY ABROAD (JAPAN) 251592 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (FRANCE) 181598 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (ITALY) 89560 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (MULTI) 1059327 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (SCOTLAND) 139804 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (SPAIN) 226387 Central America and the Caribbean 0 0 Investments FOREIGN INVESTMENTS 1802000 Europe (including Iceland and Greenland) 0 0 Investments FOREIGN INVESTMENTS 1177000 East Asia and the Pacific 0 0 Investments FOREIGN INVESTMENTS 57000 0 0 4984582 0 0 0 0 1 0 Schedule F, Part I, Line 2 ALL DISBURSEMENTS MADE BY THE UNIVERSITY IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE REVIEWED AND APPROVED BY DULY AUTHORIZED INDIVIDUALS. Schedule F, Part I, Line 3 AMOUNTS REPORTED ARE BASED ON BEST AVAILABLE DATA. INVESTMENT AMOUNTS ARE ROUNDED TO THE NEAREST $1,000. UNIVERSITY ACTIVITIES INCLUDE ACADEMIC SUPPORT, INSTITUTIONAL SUPPORT, INSTRUCTION, STUDENT SERVICES AND OPERATING AND MAINTENANCE OF PLANT. 1 SHIFT ED 125 S ELM STREET SUITE 500 GREENSBORO NC 27401 475634044 PUBLIC CHARITY 1000000 0 FMV GENERAL SUPPORT HIGH POINT COMMUNITY FOUNDATION PO BOX 5166 HIGH POINT NC 27262 561695787 PUBLIC CHARITY 500000 0 FMV GENERAL SUPPORT HIGH POINT REGIONAL HEALTH FOUNDATION PO BOX HP5 HIGH POINT NC 27261 272854711 PUBLIC CHARITY 255000 0 FMV GENERAL SUPPORT HORATIO ALGER ASSOCIATION 99 CANAL CENTER PLAZE NO 320 ALEXANDRIA VA 22314 131669975 PUBLIC CHARITY 250000 0 FMV GENERAL SUPPORT UNITED WAY OF HIGH POINT INC 201 CHURCH AVENUE HIGH POINT NC 27262 560547486 PUBLIC CHARITY 140000 0 FMV GENERAL SUPPORT PIEDMONT TRIAD PARTNERSHIP 416 GALLIMORE DAIRY RAD GREENSBORO NC 27409 561750279 PUBLIC CHARITY 125000 0 FMV GENERAL SUPPORT NORTH CAROLINA INDEPENDENT COLLEGES AND UNIVERSITIES 530 N BLOUNT ST RALEIGH NC 27604 560775353 PUBLIC CHARITY 30000 0 FMV GENERAL SUPPORT YWCA OF HIGH POINT 155 WEST WESTWOOD AVENUE HIGH POINT NC 27262 560579600 PUBLIC CHARITY 25000 0 FMV GENERAL SUPPORT HIGH POINT CHAMBER OF COMMERCE PO BOX 5025 HIGH POINT NC 27262 560473292 PUBLIC CHARITY 20000 0 FMV GENERAL SUPPORT THE INDEPENDENCE FUND INC 8349-R ARROWRIDGE BOULEVARD CHARLOTTE NC 28273 260322088 PUBLIC CHARITY 10300 0 FMV GENERAL SUPPORT JUVENILE DIABETES RESEARCH FOUNDATION 216 W MARKET STREET SUITE B GREENSBORO NC 27401 231907729 PUBLIC CHARITY 10000 0 FMV GENERAL SUPPORT MINISTER'S CONFERENCE OF HIGH POINT PO BOX 628 HIGH POINT NC 27261 563194545 PUBLIC CHARITY 10000 0 FMV GENERAL SUPPORT 12 0 ATHLETIC AID 335 7934406 0 MERIT AID 3862 50493463 0 NEED-BASED AND OTHER INSTITUTIONAL AID 1574 12876958 0 INSTITUTIONAL FUNDED FINANCIAL AID 564 6829675 0 EXTERNAL FUNDED FINANCIAL AID 674 3755658 0 Schedule I, Part I, Line 2 THE GRANTEES WERE APPROVED BY THE UNIVERSITY PRESIDENT AND CONFIRMED WITH THE VICE PRESIDENT OF FINANCIAL AFFAIRS. X X X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 NIDO QUBEIN PRESIDENT 1259168 0 600 0 2374922 0 762500 0 19021 0 4416211 0 1760127 0 DEBI SHUTTERS VICE PRESIDENT / CFO 205140 0 2899 0 1255 0 17126 0 17768 0 244188 0 0 0 BRAD CALLOWAY SENIOR VICE PRESIDENT 289514 0 2899 0 3918 0 24400 0 27284 0 348015 0 0 0 DANIEL ERB PROVOST 301028 0 2899 0 3997 0 24400 0 19865 0 352189 0 0 0 ANGELA BAUER SENIOR VICE PRESIDENT 180447 0 2899 0 1595 0 14667 0 9760 0 209368 0 0 0 ANDREW BILLS SENIOR VICE PRESIDENT 279964 0 2899 0 3699 0 23032 0 17418 0 327012 0 0 0 CHRIS DUDLEY SENIOR VICE PRESIDENT 271246 0 2899 0 1669 0 22305 0 16112 0 314231 0 0 0 ROGER CLODFELTER SENIOR VICE PRESIDENT 240057 0 2899 0 2203 0 20107 0 23322 0 288588 0 0 0 BARRY KITLEY SENIOR VICE PRESIDENT 207217 0 2899 0 2267 0 17333 0 17361 0 247077 0 0 0 KERR RAMSAY SENIOR VICE PRESIDENT 212453 0 2899 0 798 0 17333 0 12379 0 245862 0 0 0 TUBBY SMITH COACH 1248061 0 300 0 1152228 0 8333 0 3333 0 2412255 0 0 0 MARLON WINTERS BUSINESS PROFESSOR 215857 0 300 0 1055 0 5649 0 6200 0 229061 0 0 0 SCOTT HEMBY PHARMACY PROFESSOR 201821 0 2899 0 1882 0 16774 0 14694 0 238070 0 0 0 SCOTT DE ROSSI DEAN SCHOOL OF DENTAL MEDICINE AND ORAL HEALTH 304842 0 2899 0 1177 0 24400 0 2919 0 336237 0 0 0 MARK MARTIN DEAN SCHOOL OF LAW 243495 0 2599 0 13212 0 14350 0 1796 0 275452 0 0 0 Schedule J, Part I, Line 1a DR. NIDO QUBEIN, PRESIDENT, HAS SERVICES PROVIDED AT HIS HOME, INCLUDING CLEANING STAFF, MAINTENANCE SERVICES AS NEEDED AND A GROUNDSKEEPER. THE UNIVERSITY PROVIDES CHARTER TRAVEL FOR THE PRESIDENT'S TRAVEL NEEDS. THE PRESIDENT AND TUBBY SMITH, HEAD MEN'S BASKETBALL COACH, RECEIVE A HOUSING ALLOWANCE. THE UNIVERSITY PAYS COUNTRY CLUB DUES FOR THE HEAD MEN'S BASKETBALL COACH. ANY TAXABLE INCOME RESULTING FROM THE PROVISION OF THE ABOVE ITEMS ARE REPORTED AS TAXABLE INCOME ON THE PRESIDENT'S OR HEAD MEN'S BASKETBALL COACH'S W-2. Schedule J, Part I, Line 3 AN INDEPENDENT CONSULTING FIRM WAS HIRED TO INITIALLY REVIEW THE COMPENSATION PACKAGE AND CONTINUES TO PROVIDE ONGOING GUIDANCE/REVIEW. Schedule J, Part I, Line 4 DR. NIDO QUBEIN, PRESIDENT, RECEIVED A CONTRIBUTION TO HIS 457F PLAN IN THE AMOUNT OF $762,500. A NC CAPITAL FACILITIES FINANCE AGENCY 561592154 000000000 2015-10-22 80630000 SEE PART VI 0 0 0 B NC CAPITAL FACILITIES FINANCE AGENCY 561592154 65818PNC9 2021-03-18 45435000 SEE PART VI 0 0 0 A 28460000 0 80630000 0 0 0 188145 0 0 80441855 0 0 2016 1 0 1 1 B 4050000 0 54582111 0 0 0 501870 0 0 54080241 0 0 2021 1 0 1 1 A 0 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 0 A 0 0 1 0 1 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 Schedule K, Part I, Column f-10/22/2015 80,630,000 NC CAPITAL FACILITIES FINANCE AGENCY $19,950,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2006, ISSUED 12/14/2006. $21,490,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2007, ISSUED 10/11/2007. $30,000,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2008, ISSUED 06/18/2008. $9,190,000 HEALTH SCIENCES FACILITIES AND ISSUANCE EXPENSE. Schedule K, Part I, Column f-03/18/2021 45,435,000 NC CAPITAL FACILITIES FINANCE AGENCY $14,250,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2011, ISSUED 07/07/2011. $39,805,000 TO REFUND NCCFFAA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2012, ISSUED 07/11/2012. $501,870 ISSUANCE COST. Schedule K, Part II, Line 3-03/18/2021 45,435,000 NC CAPITAL FACILITIES FINANCE AGENCY BOND ISSUED WITH AN ORIGINAL ISSUE PREMIUM OF $9,147,111. DR NIDO QUBEIN PRESIDENT PREMIUMS PAID ON LIFE INSURANCE POLICY X 8174840 8174840 0 1 1 8174840 TRUIST BANK NIDO QUBEIN, PRESIDENT, IS ON THE BOARD OF DIRECTORS 11006095 HIGH POINT UNIVERSITY DOES BANKING WITH TRUIST. 0 BUDD GROUP THE BUDD GROUP CEO, JOSEPH BUDD, IS THE SON OF TRUSTEE RICHARD BUDD. 11233646 THE BUDD GROUP IS CONTRACTED TO PERFORM MAINTENANCE, GROUNDS KEEPING AND JANITORIAL SERVICES FOR HIGH POINT UNIVERSITY 0 SOUTHEASTERN BUILDING SERVICES INC MIRIAM KIMSEY, TRUSTEE, IS THE VICE PRESIDENT OF SOUTHEASTERN BUILDING INC. 711394 THE COMPANY PROVIDES HVAC MAINTENANCE AND REPAIR SERVICES TO VARIOUS CAMPUS BUILDINGS. 0 MICHAEL QUBEIN MICHAEL QUBEIN IS THE SON OF NIDO QUBEIN, PRESIDENT. 82891 MICHAEL QUBEIN IS EMPLOYED FULL TIME AS A PROJECT COORDINATOR AND OVERSEES VARIOUS ONGOING PROJECT INITIATIVES. 0 X 25 645325 FMV 0 0 1 1 Schedule M, Part I, Line 32b OCCASIONALLY THE UNIVERSITY RECEIVES REAL ESTATE AS A GIFT AND WILL HIRE AN INDEPENDENT REAL ESTATE AGENT TO SELL THE PROPERTY. Form 990, Part VI, Section A, Line 2 BOARD OF TRUSTEE GENE AND WILLIAM KESTER HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS PREPARED IN THE OFFICE OF THE VICE PRESIDENT OF FINANCIAL AFFAIRS AND IS REVIEWED BY LEGAL COUNSEL AND AN EXTERNAL ACCOUNTING FIRM. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE UNIVERSITY PRESIDENT WITH COPIES MADE AVAILABLE FOR REVIEW TO THE BOARD OF TRUSTEES. Form 990, Part VI, Section B, Line 12c EACH OFFICER OF THE ORGANIZATION IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AGREEMENT WHICH THE UNIVERSITY MONITORS ON AN ONGOING BASIS AN REVIEWS THOROUGHLY AT LEAST ANNUALLY. Form 990, Part VI, Section B, Line 15 AN INDEPENDENT CONSULTING FIRM WAS HIRED TO INITIALLY REVIEW THE COMPENSATION PACKAGE AND CONTINUES TO PROVIDE ONGOING GUIDANCE AND REVIEWS BY PROVIDING PERIODIC REPORTS TO THE BOARD OF TRUSTEES COMPENSATION COMMITTEE. Form 990, Part VI, Section C, Line 19 THE UNIVERSITY MAKES LEGALLY REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. Form 990, Part XI, Line 9 CHANGE IN INTEREST RATE SWAP $902,038. ROUNDING OF $1. 1924 HOLDINGS LLC ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 900660924 RENTAL NC 558449 19555315 HIGH POINT UNIVERSITY HPU HEALTH LLC ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 882256688 DENTAL CLINICS NC 1573047 2963263 HIGH POINT UNIVERSITY LONGLEAF PINE REALTY LLC 101 NORTH TRYON STREET SUITE 1900 CHARLOTTE NC 28246 REAL ESTATE PURCHASES NC 0 0 HIGH POINT UNIVERSITY OLYMPUS REALTY LLC 101 NORTH TYRON STREET SUITE 1900 CHARLOTTE NC 28246 REAL ESTATE PURCHASES NC 0 0 HIGH POINT UNIVERSITY LILY PAD INVESTORS LLC P O BOX 1550 HIGH POINT NC 27261 REAL ESTATE PURCHASES NC 0 0 HIGH POINT UNIVERSITY