2023-04-10T10:18:28-05:00 2022-05-31 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2021-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 JAY DORMAN TREASURER 3348334403 2023-04-06 1 JAY DORMAN 999009999 CHRISTINE K COOK P00537690 3348347660 2023-04-06 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 36916156 0 X WWW.HUNTINGDON.EDU X 1854 AL HUNTINGDON COLLEGE, THROUGH THE USE OF TRADITIONAL AND NON-TRADITIONAL TEACHING AND LEARNING ENVIRONMENTS, PROVIDES A FOUNDATIONAL EDUCATION IN THE LIBERAL ARTS DISCIPLINES AND PROFESSIONAL ACADEMIC STUDIES ACROSS MULTIPLE DEGREE LEVELS FOR STUDENTS FROM DIVERSE BACKGROUNDS. 46 46 358 175 0 0 9180750 5967271 27185365 28306291 1800415 421649 209011 343965 38375541 35039176 11202843 11939631 0 0 13030733 13096426 0 0 2451013 10017890 10198130 34251466 35234187 4124075 -195011 97943913 93441263 25948177 24374132 71995736 69067131 HUNTINGDON COLLEGE, THROUGH THE USE OF TRADITIONAL AND NON-TRADITIONAL TEACHING AND LEARNING ENVIRONMENTS, PROVIDES A FOUNDATIONAL EDUCATION IN THE LIBERAL ARTS DISCIPLINES AND PROFESSIONAL ACADEMIC STUDIES ACROSS MULTIPLE DEGREE LEVELS FOR STUDENTS FROM DIVERSE BACKGROUNDS. 0 0 29837123 11939631 28306291 HUNTINGDON COLLEGE IS CO-EDUCATIONAL, PRIMARILY FOUR-YEAR INSTITUTION, WITH A RICH LIBERAL ARTS TRADITION THAT IS GROUNDED IN THE JUDEO-CHRISTIAN HERITAGE OF THE UNITED METHODIST CHURCH. 29837123 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 85 0 1 358 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 46 46 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 MR DAVID STEELE TRUSTEE 0.30 X 0 0 0 DR CELIA S RUDOLPH TRUSTEE 0.30 X 0 0 0 MR ROBERT E SEIBELS III TRUSTEE 0.30 X 0 0 0 MS ELIZABETH COUEY SMITHART TRUSTEE 0.30 X 0 0 0 THE REVEREND VAUGHN STAFFORD TRUSTEE 0.30 X 0 0 0 BISHOP DEBORAH WALLACE-PADGETT TRUSTEE - EX-OFFICIO 0.30 X 0 0 0 DR EUGENE E STANALAND TRUSTEES-EMERITUS 0.30 X 0 0 0 DR CHARLES G TOMBERLIN LIFE MEMBER 0.30 X 0 0 0 MR W KENDRICK UPCHURCH III TRUSTEE 1.50 X 0 0 0 DR LAURIE JEAN WEIL TRUSTEE 0.30 X 0 0 0 MS SUZANNE WENDLAND RHODES TRUSTEE 0.30 X 0 0 0 DR LAWRENCE MCLEMORE TRUSTEE 0.30 X 0 0 0 MS EMILIE HOBBS REID TRUSTEE 0.30 X 0 0 0 MR FREDERICK A FROST TRUSTEE 0.30 X 0 0 0 MS JANE HOWELL ALLEN TRUSTEE 0.30 X 0 0 0 THE REVEREND DR BRIAN MILLER TRUSTEE 0.30 X 0 0 0 MS LOIS FLOWERS YOUNGBLOOD TRUSTEE 0.30 X 0 0 0 MRS BEVERLY GORDY MCKINNEY TRUSTEE 0.30 X 0 0 0 DR G MARK KINGRY JR TRUSTEE 0.30 X 0 0 0 THE REVEREND EMILY D KINCAID TRUSTEE 0.30 X 0 0 0 MS JENNIFER KENDRICK TRUSTEE 0.30 X 0 0 0 MR DAVID HUDSON JR TRUSTEE 0.30 X 0 0 0 MS WANDA A HOWARD TRUSTEE 0.30 X 0 0 0 THE REVEREND DR CLINTON HUBBARD JR TRUSTEE 0.30 X 0 0 0 THE REVEREND DR EDWARD GLAIZE TRUSTEE 0.30 X 0 0 0 MR JOE DEWITT READ TRUSTEE 0.30 X 0 0 0 MS BETTY WAITE ZOLLER TRUSTEE 0.30 X 0 0 0 THE REVEREND DR KENNETH A DUNIVANT TRUSTEE 0.30 X 0 0 0 MR WILLIAM B WILSON TRUSTEE 0.30 X 0 0 0 DR SANDERS M BENKWITH TRUSTEE 0.30 X 0 0 0 THE REVEREND JAY D COOPER TRUSTEE 0.30 X 0 0 0 MR MARK COLSON TRUSTEE 0.30 X 0 0 0 THE REV DR DALE COHEN TRUSTEE 0.30 X 0 0 0 MR H DAVID COBB II TRUSTEE 0.30 X 0 0 0 DR CHARLES RICHARD CHAPPELL TRUSTEE 0.30 X 0 0 0 MS LUCINDA SAMFORD CANNON TRUSTEE 0.30 X 0 0 0 MS CAROL BUTLER TRUSTEE 0.30 X 0 0 0 MR JOHN C BULLARD SR TRUSTEE - EMERITUS 0.30 X 0 0 0 MR DAVE G BORDEN TRUSTEE 0.30 X 0 0 0 MR JAMES H ANDERSON TRUSTEE 0.30 X 0 0 0 MR CARL A BARKER TRUSTEE 0.30 X 0 0 0 THE REVEREND DR ROB COUCH TRUSTEE 0.30 X 0 0 0 MS GLENDA A ALLRED TRUSTEE 0.30 X 0 0 0 MR JOHN N ALBRITTON JR TRUSTEE - EMERITUS 0.30 X 0 0 0 MR ROBERT HOWARD ADAMS TRUSTEE - EMERITUS 0.30 X 0 0 0 MS BETTY T MCMAHON TRUSTEE - SECRETARY 0.30 X X 0 0 0 MS KATRINA R KEEFER TRUSTEE - VICE CHAIRMAN 0.30 X X 0 0 0 THE HONORABLE LEURA GARRETT CANARY TRUSTEE - CHAIRMAN 1.50 X X 0 0 0 MR ANTHONY C STALLWORTH TRUSTEE 0.30 X 0 0 0 BISHOP DAVID GRAVES TRUSTEE - EX-OFFICIO 0.30 X 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE/EX-OF 40.00 X 300841 0 35224 MR JAY A DORMAN TREASURER/SENIOR VICE PRES 40.00 X 237255 0 20264 SANDRA B KELSER SECRETARY OF THE CORPORATI 40.00 X 66224 0 8915 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIR 40.00 X 182339 0 9133 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETI 40.00 X 201422 0 10071 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 40.00 X 125356 0 17675 THOMAS PERRIN ASSOCIATE PROVOST 40.00 X 122191 0 17644 CAROLYN CORLISS DEAN, SCHOOL OF EDUCATION 40.00 X 121605 0 10447 LAURA DUNCAN VP FOR AUXILLIARY SERVICES 40.00 X 119374 0 12263 1476607 0 141636 14 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36106 DINING SERVICES 1723284 CAPITAL TRAILWAYS INC 520 N COURT STREET MONTGOMERY AL 36104 TRANSPORTATION 278259 FERNANDO OROZCO CAMPOS 66 W VANDIVER BLVD MONTGOMERY AL 36110 CONSTRUCTION 164453 ROOFSCAPES INC P O BOX 95 HOPE HULL AL 36043 ROOFING CONTRACTOR 164270 CAMPUS CAFE SOFTWARE 990 WASHINGTON ST SUITE 102 DEDHAM MA 02026 STUDENT INFORMATION SYSTEM SOFTWARE 130707 6 2741694 3225577 277366 5967271 TUITION AND FEES 900099 27337852 27337852 AUXILIARY ENTERPRISES 900099 599785 599785 OTHER SOURCES 900099 368654 368654 28306291 410532 410532 638234 294269 343965 343965 343965 1569529 24299 1562552 20159 6977 4140 11117 11117 35039176 28306291 0 765614 11939631 11939631 845067 128925 392512 323630 10061117 8853783 1006112 201222 431868 380044 43187 8637 1003101 882729 100310 20062 755273 664640 75527 15106 100963 100963 44500 44500 1204 1084 120 2225922 17759 332531 1875632 2974 2677 297 975191 877672 97519 164936 164936 885953 797358 88595 998590 898731 99859 20448 17381 2045 1022 552861 497575 55286 2130744 1917670 213074 449242 404318 44924 MISCELLANEOUS 791138 708639 79116 3383 STUDENT PROGRAM EXPENSE 703500 703500 BAD DEBT EXPENSE 103581 103581 AUTO EXPENSE 46383 39426 4638 2319 35234187 29837123 2946051 2451013 6219531 6678806 6678 6690 353732 194173 1461485 728138 549748 636575 77313437 37137635 40560426 40175802 18542858 17675903 30249455 27345176 97943913 93441263 2953084 2778057 236073 117071 20074813 19234146 2126903 2007483 557304 237375 25948177 24374132 X 11627640 11769793 60368096 57297338 71995736 69067131 97943913 93441263 X -195011 23701 -2757295 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60206802 442944 -3247383 239250 57163113 51911025 175735 8332992 212950 60206802 50789768 412084 1659173 950000 51911025 51207731 259294 538743 1216000 50789768 49937274 164283 1958351 852177 51207731 0.90332 0.09668 1 0 2813903 2969253 5783156 6960422 37479531 19045286 25394667 14030814 11522151 2508663 36445 13023069 6570198 6489316 40175802 INTERESTS IN PERPETUAL TRUSTS 27199969 STUDENT LOANS RECEIVABLE 145207 27345176 ANNUITIES 19307 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 218068 237375 22101081 23701 -2757295 -2733594 24834675 10204501 10204501 35039176 25029686 0 25029686 10204501 10204501 35234187 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 LOSS ON PERPETUAL TRUSTS HELD BY OTHERS -2,757,295. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,204,501. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,204,501. 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 798 10204501 CARES ACT GRANTS 119 1735130 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 X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE/EX-OF 300841 0 0 0 0 0 15729 0 19495 0 336065 0 0 0 MR JAY A DORMAN TREASURER/SENIOR VICE PRES 220292 0 0 0 16963 0 12126 0 8138 0 257519 0 0 0 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETI 190522 0 0 0 10900 0 10071 0 0 0 211493 0 0 0 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIR 175155 0 0 0 7184 0 9133 0 0 0 191472 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 PART I, LINE 4B THE REVEREND J. CAMERON WEST, PRESIDENT OF THE COLLEGE, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE PLAN IS STRUCTURED AS A RABBI TRUST WITH SUBSTANTIAL RISK OF FORFEITURE AND PAID $55,000 PER YEAR FOR 5 YEARS. NO PAYMENTS WERE MADE FOR THE FISCAL YEAR COVERED BY THIS RETURN. A GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY 2020-03-31 20962154 REFINANCE OF DEBT 0 0 0 A 20962154 83560 2020 0 0 1 1 A 0 1 1 1 0 0.01000 0.01000 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 12 277366 FAIR MARKET VALUE 0 1 1 FORM 990, PART VI, SECTION A, 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 THE CONFLICT OF INTEREST POLICY IS SIGNED AND REVIEWED ON AN ANNUAL BASIS AND CONFLICTS ARE REVIEWED BY THE CHAIR OF THE RISK MANAGEMENT COMMITTEE. 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: CHANGE IN VALUE OF PERPETUAL TRUSTS HELD BY OTHERS -2,757,295. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS WAS CHANGED BY THE ORGANIZATION DURING THE CURRENT YEAR.