2021-04-14T10:02:00-05:00 2020-05-31 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2019-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 JAY DORMAN TREASURER 3348334403 2021-04-07 1 CHRISTINE K COOK P00537690 3348347660 2021-04-07 2019 2022-09-23 18:48:47Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 43389195 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 46 553 130 0 0 4231940 3491333 28255164 27924227 1870855 2748953 95139 2010 34453098 34166523 10861005 10575119 0 0 13283965 12951470 0 0 401261 10217127 10513808 34362097 34040397 91001 126126 86309501 90105209 26153792 29825484 60155709 60279725 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 30852260 10575119 27924227 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. 30852260 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 1 0 0 0 0 0 0 0 1 116 0 1 553 1 0 0 0 0 0 0 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 THE REVEREND DR JEREMY PRIDGEON TRUSTEE 0.30 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 MR FREDERICK A FROST TRUSTEE 0.30 X 0 0 0 MR GENE MATTHEW POPE 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 - ADVISORY 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 NANCY HASTINGS HORNSBY TRUSTEE 0.30 X 0 0 0 THE REVEREND DR EDWARD GLAIZE TRUSTEE 0.30 X 0 0 0 MR JOEDEWITT 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 LEE H COPELAND 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 - ADVISORY 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 THE REVEREND DR P LAWRENCE BRYARS TRUSTEE 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 MS 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-OFFICIO 40.00 X 300865 0 30309 MR JAY A DORMAN TREASURER/SENIOR VICE PRESIDENT 40.00 X 219733 0 13045 SANDRA B KELSER SECRETARY OF THE CORPORATION 40.00 X 66570 0 7614 DR ANNA E MCEWAN PROVOST & DEAN OF COLLEGE 40.00 X 179224 0 13501 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETICS/HEAD FOOTBALL COACH 40.00 X 200846 0 10564 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 40.00 X 185912 0 17999 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIRS 40.00 X 144912 0 7664 CINZA MOUSSALLI PROFESSOR OF FINANCE & ECONOMICS 40.00 X 111789 0 5857 SIDNEY STUBBS VP FOR INST RESEARCH AND ACCREDIDATION 40.00 X 110601 0 10431 1520452 0 116984 9 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36106 DINING SERVICES 1695784 HUFHAMFARRIS CONSTRUCTION LLC 7020 FAIN PARK DR STE 1 MONTGOMERY AL 36117 CONSTRUCTION 320513 CAPITAL TRAILWAYS INC 520 N COURT STREET MONTGOMERY AL 36104 TRANSPORTATION 297839 COPELAND FRANCO SCREWS & GILL PA P O BOX 347 MONTGOMERY AL 36101 LEGAL 191498 PRO IMPACT PHYSICAL THERAPY & SPORTS PER P O BOX 242903 MONTGOMERY AL 36124 ATHLETIC 165000 7 3491333 165990 3491333 TUITION AND FEES 900099 26919370 26919370 AUXILIARY ENTERPRISES 900099 614128 614128 OTHER SOURCES 900099 390729 390729 27924227 1753136 1753136 112967 110957 2010 2010 2010 10103682 3850 9101511 10204 1002171 -6354 995817 995817 34166523 27924227 0 2750963 10575119 10575119 766392 299570 335489 131333 10157950 8938996 1015795 203159 467884 411738 46788 9358 800228 704200 80023 16005 759016 667934 75902 15180 79940 79940 61750 61750 5461 4915 546 2029955 1707761 304831 17363 14127 12714 1413 997876 898088 99788 121136 121136 825437 742893 82544 989992 890993 98999 14882 12650 1488 744 684130 615717 68413 2243318 2018986 224332 378492 340643 37849 BAD DEBT EXPENSE 822910 822910 STUDENT PROGRAM EXPENSE 745904 745904 MISCELLANEOUS 441577 392146 44158 5273 AUTO EXPENSE 56921 48383 5692 2846 34040397 30852260 2786876 401261 4207971 5169495 218243 1556686 1370060 768505 940571 1150022 439268 447520 73106971 33473863 39285826 39633108 13988698 15264200 25858864 26115673 86309501 90105209 2703189 2875945 250000 548537 21938236 20962154 181857 2335986 1080510 3102862 26153792 29825484 X 9068001 8162590 51087708 52117135 60155709 60279725 86309501 90105209 X 126126 -189942 -219181 407013 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50789768 412084 1659173 950000 51911025 51207731 259294 538743 1216000 50789768 49937274 164283 1958351 852177 51207731 48197428 193478 2976368 1430000 49937274 50400162 433674 -1676408 960000 48197428 0.93970 0.06030 1 0 1736727 2969253 4705980 7267863 36359169 17325300 26301732 12665667 10811671 1853996 36445 12071847 5336892 6771400 39633108 INTERESTS IN PERPETUAL TRUSTS 25685230 STUDENT LOANS RECEIVABLE 430443 26115673 ANNUITIES 180004 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 551963 PPP LOAN 2370895 3102862 23808475 -189942 407013 217071 23591404 10575119 10575119 34166523 23465278 0 23465278 10575119 10575119 34040397 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 407,013. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,575,119. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,575,119. 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 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 848 10575119 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 1 0 0 0 0 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE/EX-OFFICIO 287269 0 0 0 13596 0 14000 0 16309 0 331174 0 0 0 MR JAY A DORMAN TREASURER/SENIOR VICE PRESIDENT 206524 0 0 0 13209 0 11121 0 1924 0 232778 0 0 0 DR ANNA E MCEWAN PROVOST & DEAN OF COLLEGE 179224 0 0 0 0 0 9025 0 4476 0 192725 0 0 0 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETICS/HEAD FO 194746 0 0 0 6100 0 10042 0 522 0 211410 0 0 0 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 181217 0 0 0 4695 0 9530 0 8469 0 203911 0 0 0 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIRS 141614 0 0 0 3298 0 7260 0 404 0 152576 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 PAYS $55,000 PER YEAR FOR 5 YEARS. IN JUNE 2019, PLAN BENEFITS OF $55,000 WERE PAID TO THE PARTICIPANT. A GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY 2020-03-31 20962154 REFINANCE OF DEBT 0 0 0 A 20962154 61869 2020 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 1 800 FAIR MARKET VALUE X 8 159271 FAIR MARKET VALUE X 1 3925 FAIR MARKET VALUE X ATHLETIC EQUIPMENT 1 1994 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 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 POLICY IS BIENNIAL 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 407,013. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS WAS CHANGED BY THE ORGANIZATION DURING THE CURRENT YEAR.