2019-10-14T15:50:17-05:00 2019-05-31 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2018-06-01 630329409 FAULKNER UNIVERSITY FAUL 3343867274 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 WILMA D PHILLIPS VICE PRESIDENT - FINANCE 3343867274 2019-10-14 1 CHRISTINE K COOK P00537690 3348347660 2019-10-14 142.154.130.164 2019-10-14 11:01:44 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2019-02-21 02:37:17Z MICHAEL D WILLIAMS 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 59501983 0 X WWW.FAULKNER.EDU X 1942 AL EDUCATIONAL INSTITUTION 38 35 1045 200 118847 17112 3551305 5036442 51025644 49327944 770313 711136 495357 303284 55842619 55378806 13310932 12701625 0 0 23016671 23041825 0 73600 1515948 19611441 19927862 55939044 55744912 -96425 -366106 90319289 88614653 42737865 40834461 47581424 47780192 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 34104404 12701625 45267504 INSTRUCTION, PUBLIC SERVICE AND ACADEMIC SUPPORT-EDUCATIONAL COURSES LEADING TO A COLLEGE DEGREE 9502427 586412 STUDENT SERVICE - OTHER NON-INSTRUCTIONAL SERVICES PROVIDED FOR STUDENTS 4304695 4060440 AUXILIARY ENTERPRISES - PROVIDED LODGING, BOARD, BOOKS AND RELATED SUPPLIES AND NEEDS FOR STUDENTS AND THE CAMPUS COMMUNITY. 47911526 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 51 0 1045 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 38 35 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 GA X WILMA D PHILLIPS 3343867274 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 DR MICHAEL D WILLIAMS UNIVERSITY PRESIDENT 60.00 X X 277196 0 15353 MR DAVID PHILLIPS TRUSTEE 0.00 X 0 0 0 DR JACK ZORN TRUSTEE 0.00 X 0 0 0 MR MIKE PICKENS TRUSTEE 0.00 X 0 0 0 SENATOR JABO WAGGONER TRUSTEE 0.00 X 0 0 0 DR SWAID SWAID TRUSTEE 0.00 X 0 0 0 DR BUD STUMBAUGH TRUSTEE 0.00 X 0 0 0 MR TIM RICHARDSON TRUSTEE 0.00 X 0 0 0 DR HENRI MCDANIEL TRUSTEE 0.00 X 0 0 0 MR CHUCK MONAN TRUSTEE 0.00 X 0 0 0 MRS LIBBY JONES TRUSTEE 0.00 X 0 0 0 MR PHIL NORTON TRUSTEE 0.00 X 0 0 0 JUDGE CAROLE MEDLEY TRUSTEE 0.00 X 0 0 0 MR JASON ISBELL TRUSTEE 0.10 X 4962 0 0 DR MANSEL LONG JR TRUSTEE 0.00 X 0 0 0 MR EDDIE WELCH TRUSTEE 0.00 X 0 0 0 MR BOB LEE TRUSTEE 0.00 X 0 0 0 MR DALE KIRKLAND TRUSTEE 0.00 X 0 0 0 MR FRANK BUTCH JONES TRUSTEE 0.00 X 0 0 0 MR ROY JOHNSON TRUSTEE - PARLIAMENTARIAN 0.00 X 0 0 0 DR MIKE HOUTS TRUSTEE 0.00 X 0 0 0 MR JOSEPH W DONALDSON TRUSTEE 0.00 X 0 0 0 DR JOHN W HILL III TRUSTEE 0.00 X 0 0 0 MR MIKE GURGANUS TRUSTEE 0.00 X 0 0 0 MR CHIP GARRETT TRUSTEE 0.00 X 0 0 0 MRS CARLTON L FREEMAN TRUSTEE 0.00 X 0 0 0 MR MICHAEL S EUBANKS TRUSTEE 0.00 X 0 0 0 MS SCHERRY DOUGLAS TRUSTEE 0.00 X 0 0 0 MR STEVE COTNEY TRUSTEE 0.00 X 0 0 0 DR BILLY LAMBERT TRUSTEE CHAIR 0.00 X X 0 0 0 MR JON SYKES TRUSTEE 0.00 X 0 0 0 MR JIM CAMPBELL TRUSTEE 0.00 X 0 0 0 MR TERRY CAGLE TRUSTEE 0.00 X 0 0 0 MRS MARTHA BURLESON TRUSTEE 0.00 X 0 0 0 MR JASON AKINS TRUSTEE 0.00 X 0 0 0 MS GLENDA MAJOR TRUSTEE SECRETARY 0.00 X X 0 0 0 MR TED A NORTON TRUSTEE VICE CHAIR 0.00 X X 0 0 0 MR H LOUIS LESTER JR TRUSTEE 0.00 X 0 0 0 MR ERNIE CHAPPELL TRUSTEE 0.00 X 0 0 0 MR HENRY PARKER TRUSTEE 0.00 X 0 0 0 WILMA D PHILLIPS VICE PRESIDENT-FINANCE 50.00 X 117456 0 503 CHARLES CAMPBELL INTERIM DEAN-JONES SCHOO 45.00 X 150933 0 5925 DAVE KHADANGA DEAN-COLLEGE OF BUSINESS 40.00 X 169596 0 5885 ROSIE KHADANGA PROFESSOR 40.00 X 147325 0 5748 GERALD JONES JR UNIVERSITY GENERAL COUNSEL 50.00 X 138954 0 10829 JEAN-NOEL THOMPSON VICE PRESIDENT FOR STUDENT SERVICES 50.00 X 135544 0 10829 DAVE RAMPERSAD VICE PRESIDENT FOR ACADEMI 50.00 X 142131 0 45829 1284097 0 100901 25 0 1 0 CULINARY MANAGEMENT SOLUTIONS 5345 ATLANTA HWY MONTGOMERY AL 36109 CAFETERIA & CATERING SERVICES 2008893 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LAGRANGE GA 30241 MAINTENANCE OUTSOURCING 1397010 HOLLEY MARKETING CONSULTANTS 30 PINE POINTE CIRCLE ECLECTIC AL 36024 ADVERTISING 1184331 EFC SYSTEMS INC 9015 OVERLOOK BLVD BRENTWOOD TN 37027 COMPUTER OUTSOURCING SERVICES 997872 RICOH USA INC PO BOX 532530 ATLANTA GA 303532530 PRINTING, MAILROOM, AND SWITCHBOARD 368980 6 452154 1107772 3476516 430212 5036442 TUITION & FEES 900099 45267504 45267504 AUXILIARY ENTERPRISES 900099 4060440 4060440 49327944 618712 618712 387614 293817 93797 93797 93797 3438508 3346084 92424 92424 92424 81301 452154 483276 -401975 -401975 OTHER REVENUE 900099 586412 586412 SECURITY SERVICE REVENUE 812900 21450 21450 TELEPHONE SERVICE 812900 3600 3600 611462 55378806 49914356 118847 309161 12701625 12701625 795834 627752 168082 18017488 15984300 1211807 821381 2990289 2518282 315240 156767 1238214 1055948 117507 64759 18990 18990 50270 50270 73600 73600 199554 194479 75 5000 1334815 872985 458007 3823 1566233 1232338 286068 47827 1077790 937473 128156 12161 2685260 2282473 367879 34908 840305 766605 38277 35423 268839 139209 121532 8098 2544057 2162448 348536 33073 168855 168855 CONTRACTED SERVICES 3879234 3452246 387640 39348 OTHER EXPENSES 2398365 576988 1821377 CAFETERIA PURCHASES 1754742 1724719 18325 11698 BAD DEBT EXPENSE 840195 840195 300358 300358 55744912 47911526 6317438 1515948 8489424 7292274 1764335 2243416 3599091 3971340 75548 147810 104007701 50477502 54616030 53530199 21697176 21353641 77685 75973 90319289 88614653 4559761 4238907 3652843 2706433 34184685 33488034 39842 24088 300734 376999 42737865 40834461 X 29354357 29345184 5388596 5272196 12838471 13162812 47581424 47780192 90319289 88614653 -366106 -682527 1247401 0 X X 0 1 X 1 1 1 X 18900746 206708 47904 662966 18492392 18466331 9282 858407 433274 18900746 17308614 26202 1445324 313809 18466331 18222279 232531 -446450 699746 17308614 19111352 18242 555027 1462342 18222279 0 0 6606638 6606638 68690308 24226737 44463571 23792019 21592263 2199756 4918736 4658502 260234 53530199 LIABILITIES UNDER AGENCY AGREEMENT 376999 376999 PART V, LINE 4: THE ENDOWMENT FUNDS SUPPORT THE MISSION OF THE UNIVERSITY. PART V, LINE 2 WITHOUT DONOR RESTRICTIONS - 88.89% WITH DONOR RESTRICTIONS - 11.11% 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. SCHEDULE E, PART I, LINE 6 US DEPT OF EDUCATION TITLE IV - $589,011 STATE AND LOCAL GRANTS & SCHOLARSHIPS - $165,311 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 0 WILSON BENNETT TECHNOLOGY INC 2239 BILL FOSTER MEMORIAL HIGHWAY CABOT AR 72023 PHONATHON 0 16645 40000 -23355 GARRETT GROUP 401 CYPRESS STREET SUITE 414 ABILENE TX 79601 ESTATE PLANNING 0 0 33600 -33600 16645 73600 -56955 BENEFIT DINNER 516810 452154 64656 194441 275198 PHONATHON 16645 16645 13637 533455 452154 81301 194441 288835 483276 -401975 1 INSTITUTIONAL AID 1374 11832227 FEDERAL AND STATE AID 403 355326 ENDOWED UNIVERSITY SCHOLARSHIPS 107 426398 OUTSIDE FUNDED SCHOLARSHIPS 72 87674 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 X X 1 1 X 0 0 0 0 0 0 0 0 0 DR MICHAEL D WILLIAMS UNIVERSITY PRESIDENT 245015 0 0 0 32181 0 0 0 15353 0 292549 0 0 0 CHARLES CAMPBELL INTERIM DEAN-JONES SCHOO 150873 0 0 0 60 0 0 0 5925 0 156858 0 0 0 DAVE KHADANGA DEAN-COLLEGE OF BUSINESS 169517 0 0 0 79 0 0 0 5885 0 175481 0 0 0 ROSIE KHADANGA PROFESSOR 144825 0 0 0 2500 0 0 0 5748 0 153073 0 0 0 DAVE RAMPERSAD VICE PRESIDENT FOR ACADEMI 118068 0 0 0 24063 0 0 0 45829 0 187960 0 0 0 A EDUCATIONAL BLDG AUTHORITY OF CITY OF MONTGOMERY 631104797 61304RAA3 2016-08-31 32036728 2016 FACILITIES REVENUE BOND 0 0 0 A 200000 32036728 2033900 640535 4006401 25355893 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART II, PROCEEDS (F) PURPOSE: TO CONSTRUCT & FURNISH A MEN'S RESIDENCE HALL TO REFUND THE 2007 FACILITIES REVENUE BONDS ISSUED 05/10/2007 AND THE 2011 SPECIAL PROJECT ISSUED 03/03/2011 (10) CAPITAL EXPENDITURES EXPENDED ON MEN'S RESIDENCE HALL FROM ACQUISITION FUND. (11) FUNDS USED TO REFUND PRIOR ISSUES. CULINARY MANAGEMENT SOLUTIONS OWNER JOHN HILL IS A MEMBER OF THE BOARD OF TRUSTEES 1922258 MR. HILL'S COMPANY PROVIDES THE FOOD SERVICE FOR THE CAFETERIA. 0 EFC SYSTEMS OWNER ERNIE CHAPPELL IS A BOARD MEMBER & CHAIR OF THE FINANCE COMMITTEE 972303 MR. CHAPPELL'S COMPANY PROVIDES COMPUTER CONSULTATION, HARDWARE & SOFTWARE SERVICES. 0 WELCH HORNSBY & WELCH OWNER ED WELCH IS A MEMBER OF THE BOARD OF TRUSTEES 36592 MR. WELCH'S COMPANY PROVIDES INVESTMENT ADVISORY SERVICES 0 X 4 423122 FMV X EQUIPMENT 1 7000 FMV X OTHER 1 90 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS PHIL NORTON AND TED A. NORTON ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES A COPY OF FORM 990 DURING THE FALL BOARD MEETING. THE BOARD COPY INCLUDES A REDACTED SCHEDULE B PER BOARD APPROVAL TO NOT DISCLOSE DONOR NAMES AND INFORMATION. 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. FAULKNER UNIVERSITY FOUNDATION 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 061697483 CHRISTIAN EDUCATION AT FAULKNER UNIVERSITY AL 501(C)(3) 170(B)(1)(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1