2018-04-16T16:22:22-07:00 2017-05-31 990 2016-06-01 560529999 HIGH POINT UNIVERSITY HIGH 3368419000 ONE UNIVERSITY PARKWAY HIGH POINT NC 272680001 Deborah Butt VICE PRESIDENT - FINANCIAL AFFAIRS 3368419202 2018-04-16 192.154.47.121 2016 2021-01-29 14:40:06Z DEBORAH BUTT ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 272785469 0 X WWW.HIGHPOINT.EDU X 1928 NC THE MISSION OF HIGH POINT UNIVERSITY IS TO DELIVER EDUCATIONAL EXPERIENCES THAT ENLIGHTEN, CHALLENGE, AND PREPARE STUDENTS TO LEAD LIVES OF SIGNIFICANCE IN COMPLEX GLOBAL COMMUNITIES. 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 HELPING STUDENTS LEAD LIVES OF SIGNIFICANCE. 44 40 2600 100 68085 67085 31426550 36546081 206806729 224069566 2558508 4083015 483120 890948 241274907 265589610 33371745 38945323 0 0 59571249 63208403 0 0 1488469 93681868 94714890 186624862 196868616 54650045 68720994 626683179 707774907 184973434 193853474 441709745 513921433 THE MISSION OF HIGH POINT UNIVERSITY IS TO DELIVER EDUCATIONAL EXPERIENCES THAT ENLIGHTEN, CHALLENGE, AND PREPARE STUDENTS TO LEAD LIVES OF SIGNIFICANCE IN COMPLEX GLOBAL COMMUNITIES. 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 HELPING STUDENTS LEAD LIVES OF SIGNIFICANCE. 0 0 142272983 36446497 152216790 HIGH POINT UNIVERSITY IS A PRIVATE, CO-ED UNIVERSITY COMMITTED TO PROVIDING STUDENTS WITH AN EXCEPTIONAL EDUCATION. HPU SERVES APPROXIMATELY 4840 UNDERGRADUATE STUDENTS THROUGH ITS HAYWORTH COLLEGE OF ARTS & SCIENCES, PHILLIPS SCHOOL OF BUSINESS, QUBEIN SCHOOL OF COMMUNICATIONS, AND SCHOOLS OF ART & DESIGN, EDUCATION AND HEALTH SCIENCES. 7014710 0 6034306 THE UNIVERSITY, THROUGH ITS NORCROSS GRADUATE SCHOOL, ALSO SERVES APPROXIMATELY 290 GRADUATE STUDENTS SEEKING DEGREES IN BUSINESS ADMINISTRATION, EDUCATION, ATHLETIC TRAINING, PHYSICIAN ASSISTANT, STRATEGIC COMMUNICATION, HEALTH SCIENCES, PHYSICAL THERAPY AND PHARMACY. 0 0 0 149287693 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 1 1 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 1 6080 0 1 2600 1 1 1 0 0 0 0 1 1 0 0 0 0 X 44 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DEBORAH S BUTT 3368419000 ONE UNIVERSITY PARKWAY HIGH POINT NC 272680001 ELIZABETH ALDRIDGE BOARD SECRETARY 0.5 0 X 0 0 0 L PAUL BRAYTON TRUSTEE 0.5 0 X 0 0 0 ROBERT BROWN TRUSTEE 0.5 0 X 0 0 0 RICHARD P BUDD TRUSTEE 0.5 0 X 0 0 0 TERESA B CAINE TRUSTEE 0.5 0 X 0 0 0 THAYER COGGIN TRUSTEE 0.5 0 X 0 0 0 RICHARD D CALLICUTT II TRUSTEE 0.5 0 X 0 0 0 EARL E CONGDON TRUSTEE 0.5 0 X 0 0 0 DAVID COUCH TRUSTEE 0.5 0 X 0 0 0 EDWARD COVINGTON TRUSTEE 0.5 0 X 0 0 0 FLOYD T CRAVEN TRUSTEE 0.5 0 X 0 0 0 ROBERT G CULP III CHAIR, INVESTMENT COMMITTEE/TRUSTEE 0.5 0 X 0 0 0 JOHN FINCH VICE CHAIR OF BOARD AND CHAIR, FINANCE COMMITTEE/TRUSTEE 0.5 0 X 0 0 0 DAVID L FRANCIS TRUSTEE 0.5 0 X 0 0 0 SHIRLEY T FRYE TRUSTEE 0.5 0 X 0 0 0 THOMAS S HAGGAI TRUSTEE 0.5 0 X 0 0 0 DONALD W HAYNES TRUSTEE 0.5 0 X 0 0 0 DAVID R HAYWORTH TRUSTEE 0.5 0 X 0 0 0 MOLLY HEDGECOCK YOUNG TRUSTEE 0.5 0 X 0 0 0 CHRISTOPHER L HENSON TRUSTEE 0.5 0 X 0 0 0 THOMAS E INGRAM CHAIR, ACADEMIC AFFAIRS/TRUSTEE 0.5 0 X 0 0 0 RONALD L JONES TRUSTEE 0.5 0 X 0 0 0 GENE C KESTER TRUSTEE 0.5 0 X 0 0 0 WILLIAM V KESTER TRUSTEE 0 0 X 0 0 0 MIRIAM O KIMSEY TRUSTEE 0.5 0 X 0 0 0 PETER MAHLER TRUSTEE 0.5 0 X 0 0 0 KATHERINE K MAYNARD TRUSTEE 0.5 0 X 0 0 0 MEREDITH P MICHENER TRUSTEE 0.5 0 X 0 0 0 JAMES H MILLIS TRUSTEE 0.5 0 X 0 0 0 ADNAN M MJALLI TRUSTEE 0.5 0 X 0 0 0 MARK A NORCROSS CHAIR, UNIVERSITY ADVANCEMENT/TRUSTEE 0.5 0 X 0 0 0 KEVIN NORTON TRUSTEE 0.5 0 X 0 0 0 MARSHA B SLANE TRUSTEE 0.5 0 X 0 0 0 J ROBERT STOUT TRUSTEE 0.5 0 X 0 0 0 ROBERT E STROUPE TRUSTEE 0.5 0 X 0 0 0 RICHARD F VERT BOARD CHAIR/TRUSTEE 0.5 0 X 0 0 0 ANNE KERR WALKER TRUSTEE 0.5 0 X 0 0 0 J ALEXANDER WARD TRUSTEE 0.5 0 X 0 0 0 MARK A WEBB TRUSTEE 0.5 0 X 0 0 0 FRED E WILSON TRUSTEE 0.5 0 X 0 0 0 PLATO S WILSON TRUSTEE 0 0 X 0 0 0 DOUGLAS WITCHER TRUSTEE 0.5 0 X 0 0 0 WILLIAM F WOMBLE TRUSTEE 0 0 X 0 0 0 W VANN YORK TRUSTEE 0.5 0 X 0 0 0 NIDO QUBEIN PRESIDENT 40 0 X 2353449 0 441109 DENNY G BOLTON EXECUTIVE VICE PRESIDENT 40 0 X 277668 0 23098 DENNIS CARROLL VICE PRESIDENT / PROVOST 50 0 X 285770 0 27671 JEFF ADAMS VICE PRESIDENT 40 0 X 113683 0 19696 ANDREW BILLS SENIOR VICE PRESIDENT 50 0 X 248739 0 38755 DEBI BUTT VICE PRESIDENT 70 0 X 146908 0 17177 ROGER CLODFELTER SENIOR VICE PRESIDENT 50 0 X 173260 0 13691 CHRISTOPHER DUDLEY SENIOR VICE PRESIDENT 50 0 X 224113 0 39187 DAN HAUSER ATHLETIC DIRECTOR 50 0 X 112934 0 26878 STEVE POTTER VICE PRESIDENT 60 0 X 141072 0 17943 GAIL TUTTLE SENIOR VICE PRESIDENT 50 0 X 172904 0 21048 SCOTT CHERRY COACH 40 0 X 218356 0 27142 DANIEL ERB DEAN OF HEALTH SCIENCES / PROFESSOR 40 0 X 199794 0 37433 ERIC HEGEDUS CHAIR OF PHYSICAL THERAPY 40 0 X 160855 0 28953 SCOTT HEMBY PHARMACY PROFESSOR 40 0 X 187886 0 24478 RONALD RAGAN DEAN OF PHARMACY 40 0 X 201058 0 33924 JACOB MARTINSON FORMER PRESIDENT, HONORARY TRUSTEE 0 0 X 35339 0 0 DON SCARBOROUGH FORMER VICE PRESIDENT 40 0 X 100557 0 12778 5354345 0 850961 62 1 1 0 FRANK L BLUM CONSTRUCTION P O BOX 4153 WINSTON SALEM NC 27115 GENERAL CONTRACTOR 29844419 ARAMARK SERVICES 1101 MARKET STREET PHILADELPHIA PA 19107 FOOD SERVICES 13936310 BUDD GROUP 195 BUDD BOULEVARD WINSTON SALEM NC 27103 MAINTENANCE SERVICES 6453158 SAMET CORPORATION 309 GALLIMORE DAIRY ROAD SUITE 102 GREENSBORO NC 27409 GENERAL CONTRACTOR 4632420 MERCER ARCHITECTURE 1015 HUTTON LANE SUITE 106 HIGH POINT NC 27262 ARCHITECT AND DESIGN 2110550 75 0 0 0 0 1534264 35011817 6078107 36546081 STUDENT TUITION & FEES 611710 158251096 158251096 0 0 RESIDENCE HALL FEES 721310 36624227 36624227 0 0 CAFETERIA/MEALS 722210 28055895 28055895 0 0 INTERCOLLEGIATE ATHLETICS 611710 694624 694624 0 0 BOOKSTORE 611710 355697 355697 0 0 88027 88027 0 0 224069566 1762697 0 68085 1694612 0 0 0 0 0 0 0 0 680043 0 1892456 0 -1212413 0 -1212413 0 0 -1212413 7568763 0 5248445 0 2320318 0 2320318 0 0 2320318 18374 0 54958 -36584 0 -36584 SUMMER CONFERENCES 611710 2139945 2139945 0 0 0 0 0 0 2139945 265589610 226209511 68085 2765933 2498826 2498826 36446497 36446497 0 0 4936763 279465 3848251 809047 47326055 40756987 6523938 45130 2812000 2812000 0 0 8133585 5352531 2589956 191098 669903 0 669903 0 124705 0 124705 0 191536 0 191536 0 18871011 14836990 4034021 0 1120815 80202 1040613 0 22450066 10945441 11061431 443194 10918965 7990411 2928554 0 1948928 1498532 450396 0 5237156 0 5237156 0 21666792 20843454 823338 0 2200498 0 2200498 0 INTERCOLLEGIATE PROGRAM 2794204 2794204 0 0 SPECIAL EVENTS 2995199 1058062 1937137 0 3525112 1094091 2431021 0 196868616 149287693 46092454 1488469 969029 1473845 61551114 69877855 25539898 21118877 4428149 7599214 0 0 0 0 1791074 1751559 0 0 2113335 1498941 731705635 196486010 472010087 535219625 28220521 32485265 18674344 23168526 1265714 1208099 0 0 10119914 12373101 626683179 707774907 23152793 29774779 0 0 9294447 9955050 145354619 147937107 317733 263808 0 0 5301640 4454447 0 0 1552202 1468283 184973434 193853474 X 359623744 418575518 42578142 52505179 39507859 42840736 441709745 513921433 626683179 707774907 X 68720994 1132329 0 0 0 2358365 X 0 1 X 1 1 1 X 28466452 10803250 33291966 31426550 36546081 140534299 0 0 0 0 0 0 0 0 0 0 0 0 28466452 10803250 33291966 31426550 36546081 140534299 33399955 107134344 3739226 4722999 3231297 2927950 2374655 16996127 95918 53096 40074 67941 68085 325114 -4230 -21756 -25654 -69619 -36584 -157843 157697697 951770982 0.67937 0.62298 X Schedule A, Part II, Line 10 OTHER INCOME LISTED ON LINE 10 OF SCHEDULE A, PART II IS GAIN OR (LOSS) FROM FUNDRAISING EVENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101100 1366786 0 0 X EDUCATION 0 0 1 X 50211927 3379627 4838317 0 1574427 186911 56668533 49791008 3018943 -1094458 0 1327222 176344 50211927 48024447 1623640 2039699 0 1731746 165032 49791008 42681261 2076583 4429369 0 1001654 161112 48024447 36364935 2732519 4383002 0 691633 107562 42681261 0.0097 0.756 0.2343 1 0 64320160 0 64320160 418864142 0 102038041 316826101 50517196 0 19364756 31152440 88474081 0 75083213 13390868 109530056 0 0 109530056 535219625 STUDENT LOAN MONIES 1468283 1468283 X 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 HPU ALLOWS THE SGA AND PANTHER CLUB 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 PURPOSE 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 2017 AND 2016. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING THE YEAR ENDED MAY 31, 2014; 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 THE CHANGE OCCURS. 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. Central America and the Caribbean 0 2 Program Services STUDY ABROAD (COSTA RICA) 405 Europe (including Iceland and Greenland) 0 2 Program Services STUDY ABROAD (SPAIN) 63868 Europe (including Iceland and Greenland) 0 2 Program Services STUDY ABROAD (FRANCE) 83938 East Asia and the Pacific 0 2 Program Services STUDY ABROAD (JAPAN) 66670 Sub-Saharan Africa 0 2 Program Services STUDY ABROAD (SOUTH AFRICA) 98596 East Asia and the Pacific 0 2 Program Services STUDY ABROAD (AUSTRALIA) 101853 East Asia and the Pacific 0 0 Program Services STUDY ABROAD (CHINA) 200 Europe (including Iceland and Greenland) 0 4 Program Services STUDY ABROAD (MULTI) 236815 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (DENMARK/SWEDEN) 300 Europe (including Iceland and Greenland) 0 2 Program Services STUDY ABROAD (ITALY) 89895 East Asia and the Pacific 0 0 Program Services RECRUITMENT (CHINA) 41000 East Asia and the Pacific 0 0 Program Services STUDY ABROAD (NEW ZEALAND) 19740 Europe (including Iceland and Greenland) 0 0 Program Services CHOIR TOUR (CZECH REPUBLIC) 53532 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (FRANCE) 3060 Europe (including Iceland and Greenland) 0 0 Program Services INTERCOLLEGIATE ATHLETICS (GERMANY) 115325 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (CZECH REPUBLIC) 241400 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (FRANCE) 75988 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (ITALY) 238685 Europe (including Iceland and Greenland) 0 0 Program Services STUDY ABROAD (UK) 188498 Central America and the Caribbean Investments 4660000 East Asia and the Pacific Investments 155000 0 18 6534768 0 0 0 1 1 0 GOLF TOURNAMENT 12731 6495 6236 0 3169 11870 28 0 100 0 0 12731 6495 6236 0 3169 11870 28 0 100 15167 -8931 1 CITY OF HIGH POINT FIRE DEPARTMENT 434 S ELM ST HIGH POINT NC 27260 463182168 SO 129937 GENERAL SUPPORT OVER A FIVE YEAR PERIOD TO SUPPORT THE YOUTH PROGRAM. HIGH POINT COMMUNITY FOUNDATION PO BOX 5166 HIGH POINT NC 27262 561695787 PUBLIC CHARITY 2000000 GENERAL SUPPORT FOR THE HIGH POINT COMMUNITY. UNITED WAY OF GREATER HIGH POINT INC 201 CHURCH AVENUE HIGH POINT NC 27262 560547486 PUBLIC CHARITY 29607 GENERAL SUPPORT FOR THE BOB BROWN SCHOLARSHIP. HIGH POINT COMMUNITY AGAINST VIOLENCE 792 NORTH MAIN ST HIGH POINT NC 27262 200599204 PUBLIC CHARITY 10000 GENERAL SUPPORT. CITY OF HIGH POINT POLICE DEPARTMENT 1009 LEONARD AVENUE HIGH POINT NC 27260 566000231 MUNICIPAL CORP 40000 GENERAL SUPPORT OF YOUTH LEADERSHIP ACADEMY PROGRAM. PIEDMONT TRIAD PARTNERSHIP 416 GALLIMORE DAIRY ROAD GREENSBORO NC 27409 561750279 PUBLIC CHARITY 25000 GENERAL OPERATIONAL SUPPORT FOR PTP AND INVESTMENT IN ECONOMIC DEVELOPMENT OF THE TRIAD AREA, WHERE HPU IS LOCATED. HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS 99 CANAL CENTER PLAZA ALEXANDRIA VA 22314 131669975 PUBLIC CHARITY 100000 GENERAL SUPPORT. YWCA OF HIGH POINT 112 GATEWOOD AVENUE HIGH POINT NC 27262 560579600 PUBLIC CHARITY 15000 GENERAL SUPPORT OVER A FIVE YEAR PERIOD TO BE UTILIZED IN THE EXPANSION OF YWCA'S FACILITIES. MOUNT ZION BAPTIST CHURCH OF HIGH POINT 753 WASHINGTON ST HIGH POINT NC 27260 560996756 PUBLIC CHARITY 10000 GENERAL SUPPORT. MINISTERS CONFERENCE OF HIGH POINT PO BOX 628 HIGH POINT NC 27261 563194545 PUBLIC CHARITY 10000 GENERAL SUPPORT. HARTLEY DRIVE FAMILY YMCA 150 WEST HARTLEY DRIVE HIGH POINT NC 27262 560530014 PUBLIC CHARITY 10000 GENERAL SUPPORT. NCCJ 713 NORTH GREENE ST GREENSBORO NC 27401 061753756 PUBLIC CHARITY 8000 GENERAL SUPPORT. CARL CHAVIS YMCA PO BOX 6258 HIGH POINT NC 27262 463182168 PUBLIC CHARITY 25000 GENERAL SUPPORT TO BUILD A CHILDREN'S PARK AT THE CARL CHAVIS YMCA. PARK WILL BE NAMED THE HIGH POINT UNIVERSITY PARK. WEST END MINISTRIES 903 W ENGLISH ROAD HIGH POINT NC 27262 562273642 PUBLIC CHARITY 10000 GENERAL SUPPORT. 14 0 ATHLETIC AID 254 5889231 FMV MERIT AID 2666 19618675 FMV NEED-BASED AND OTHER INSTITUTIONAL AWARDS 1427 4972429 FMV INSTITUTIONAL FUNDED FINANCIAL AID 447 1042875 FMV EXTERNAL FUNDED FINANCIAL AID 254 4923287 FMV Schedule I, Part I, Line 2 IN THE 2016-2017 FISCAL YEAR, THE GRANTEES WERE APPROVED BY THE UNIVERSITY PRESIDENT AND CONFIRMED WITH THE VICE PRESIDENT FOR FINANCIAL AFFAIRS. X X X X X 1 1 X X X X 0 1 1 0 0 0 0 0 0 NIDO QUBEIN PRESIDENT 663870 0 1550 0 1688029 0 426200 0 14909 0 2794558 0 ANDREW BILLS SENIOR VICE PRESIDENT 244820 0 1550 0 2369 0 20284 0 18471 0 287494 0 DENNIS CARROLL VICE PRESIDENT / PROVOST 280436 0 1984 0 3350 0 21050 0 6621 0 313441 0 DENNY G BOLTON EXECUTIVE VICE PRESIDENT 271984 0 250 0 5434 0 15900 0 7198 0 300766 0 CHRISTOPHER DUDLEY SENIOR VICE PRESIDENT 221810 0 1550 0 753 0 18893 0 20294 0 263300 0 GAIL TUTTLE SENIOR VICE PRESIDENT 169942 0 1550 0 1412 0 13800 0 7248 0 193952 0 ROGER CLODFELTER SENIOR VICE PRESIDENT 171133 0 1550 0 577 0 13691 0 0 0 186951 0 STEVE POTTER VICE PRESIDENT 138957 0 1550 0 565 0 11275 0 6668 0 159015 0 DEBI BUTT VICE PRESIDENT 144750 0 1550 0 608 0 7550 0 9627 0 164085 0 DON SCARBOROUGH FORMER VICE PRESIDENT 97289 0 1550 0 1718 0 5000 0 7778 0 113335 0 JACOB MARTINSON FORMER PRESIDENT, HONORARY TRUSTEE 15339 0 0 0 20000 0 0 0 0 0 35339 0 SCOTT CHERRY COACH 210886 0 1550 0 5920 0 9354 0 17788 0 245498 0 DANIEL ERB DEAN OF HEALTH SCIENCES / PROFESSOR 196479 0 1984 0 1331 0 16842 0 20591 0 237227 0 SCOTT HEMBY PHARMACY PROFESSOR 184716 0 1903 0 1267 0 15141 0 9337 0 212364 0 RONALD RAGAN DEAN OF PHARMACY 197783 0 1984 0 1291 0 16675 0 17249 0 234982 0 ERIC HEGEDUS CHAIR OF PHYSICAL THERAPY 158040 0 1984 0 831 0 13446 0 15507 0 189808 0 Schedule J, Part I, Line 1a DR. NIDO QUBEIN, PRESIDENT, RECEIVES A HOUSING ALLOWANCE AND HAS SERVICES PROVIDED AT THE HOME, INCLUDING CLEANING STAFF, MAINTENANCE SERVICES AS NEEDED AND A GROUNDSKEEPER. THE UNIVERSITY PROVIDES CHARTER TRAVEL FOR THE PRESIDENT'S TRAVEL NEEDS. THE UNIVERSITY PAYS COUNTRY CLUB DUES FOR THE PRESIDENT. ANY TAXABLE INCOME RESULTING FROM THE PROVISION OF THE ABOVE ITEMS ARE REPORTED AS TAXABLE INCOME ON DR. QUBEIN'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 CONTRIBUTION TO HIS 457F PLAN IN THE AMOUNT OF $405,000. DR. DENNY BOLTON RECEIVED SEVERANCE IN THE AMOUNT OF $200,000 DURING THIS FISCAL YEAR. A NC CAPITAL FACILITIES FINANCE AGENCY 561592154 65818PJB6 2011-07-07 20485000 CAPITAL SPENDING 0 0 0 B NC CAPITAL FACILITIES FINANCE AGENCY 561592154 65818PJY6 2012-07-11 62490000 SEE PART VI 0 0 0 C NC CAPITAL FACILITIES FINANCE AGENCY 561592154 000000000 2015-10-22 80630000 SEE PART VI 0 0 0 A 2925000 0 20515791 0 0 0 468614 0 0 20047176 0 0 2012 0 0 1 1 B 12845000 0 64937344 0 0 0 711927 0 0 64225417 0 0 2014 1 0 1 1 C 0 0 80630000 0 0 0 188145 0 0 80441855 0 0 2016 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 C 0 0 0 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 C 0 1 0 0 1 0 0 0 0 A 0 B 0 C 0 Schedule K, Part I, Column f-07/11/2012 62,490,000 NC CAPITAL FACILITIES FINANCE AGENCY $7,500,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2006 ISSUED 12/14/2006. $6,610,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2007, ISSUED 10/11/2007. $12,000,000 TO REFUND NCCFFA EDUCATIONAL FAC REV BONDS (HIGH POINT UNIVERSITY), SERIES 2008, ISSUED 06/18/2008. $21,055,125 TO BE APPLIED TO PREPAYMENT OF BB&T 2010 TERM LOAN. $2,486,670.92 TO BE APPLIED TO BB&T REFUNDING LOAN. $923,434,29 TO BE APPLIED TO PREPAYMENT OF DOE LOAN. $1,295,671.89 TO BE APPLIED TO PREPAYMENT OF THE HIGH POINT BANK LOAN. $3,268,726.39 TO BE APPLIED TO THE PREPAYMENT OF THE WELLS FARGO LINE OF CREDIT. $9,017,274.34 FOR HEALTH SCIENCE, CENTER FOR EXCELLENCE, ATHLETIC PERFORMANCE CENTER AND ISSUANCE EXPENSE. 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 II, Line 3-07/07/2011 20,485,000 NC CAPITAL FACILITIES FINANCE AGENCY $30,791 INTEREST EARNED ON BOND. Schedule K, Part II, Line 3-07/11/2012 62,490,000 NC CAPITAL FACILITIES FINANCE AGENCY $68,514 INTEREST EARNED ON BOND. BOND ISSUED WITH AN ORIGINAL ISSUE PREMIUM OF $2,378,830. Schedule K, Part IV, Line 2c-07/11/2012 62,490,000 NC CAPITAL FACILITIES FINANCE AGENCY HIGH POINT UNIVERSITY HIRED BINGHAM ARBITRAGE REBATE SERVICES, INC. TO COMPLETE ITS ARBITRAGE REBATE CALCULATION AS OF MAY 1, 2017, THE FIRST INSTALLMENT EVALUATION DATE. AFTER THEIR REVIEW, IT WAS DETERMINED THAT HPU DID NOT OWE AN ARBITRAGE REBATE PAYMENT TO THE IRS. BB&T NIDO QUBEIN, PRESIDENT, IS ON THE BOARD OF DIRECTORS OF BB&T 11975779 HIGH POINT UNIVERSITY DOES BANKING AND HAS LINES OF CREDIT WITH BB&T 0 BUDD GROUP THE BUDD GROUP CEO, JOSEPH BUDD, IS THE SON OF TRUSTEE RICHARD BUDD. 6117124 THE BUDD GROUP IS CONTRACTED TO PERFORM MAINTENANCE, GROUNDS KEEPING AND JANITORIAL SERVICES FOR HIGH POINT UNIVERSITY. 0 CREATIVE SERVICES OWNERS OF CREATIVE SERVICES ARE THE CHILDREN OF NIDO QUBEIN, PRESIDENT. 1039860 CREATIVE SERVICES PROVIDES PUBLIC RELATIONS AND MARKETING MATERIALS FOR THE UNIVERSITY. THE COMPANY HAS DONE BUSINESS WITH THE UNIVERSITY SINCE 1994, 12 YEARS BEFORE THE CURRENT PRESIDENT TOOK OFFICE. 0 SOUTHEASTERN BUILDING SERVICES INC MIRIAM KIMSEY, TRUSTEE, IS THE VICE PRESIDENT OF SOUTHEASTERN BUILDING INC. 328414 THE COMPANY PROVIDES HVAC MAINTENANCE AND REPAIR SERVICES TO VARIOUS CAMPUS BUILDINGS. 0 VANN YORK AUTO GROUP W. VANN YORK, CHAIRMAN OF THE BOARD FOR VANN YORK AUTO GROUP, IS A TRUSTEE 130546 THE UNIVERSITY PURCHASES AUTOMOBILES AND AUTO SERVICES FROM VANN YORK AUTO GROUP. 0 WOMBLE CARLYLE SANDRIDGE & RICE WILLIAM WOMBLE IS ON THE BOARD OF TRUSTEES 520507 THE FIRM IS HPU'S PRIMARY COUNSEL FOR LEGAL MATTERS. MR. WOMBLE IS A RETIRED PARTNER OF THIS FIRM. HE RECEIVES FORMULA BASED RETIREMENT COMPENSATION BUT PROVIDES NO SERVICES. MR. WOMBLE PASSED AWAY ON SEPTEMBER 16, 2016. 0 X 4 101100 FMV X 29 5977007 FMV 0 0 1 1 Schedule M, Part I, Line 32b OCCASIONALLY THE ORGANIZATION RECEIVES REAL ESTATE AS A GIFT AND WILL HIRE AN INDEPENDENT REAL ESTATE AGENT TO SELL THE PROPERTY. Schedule M, Part I, Line 33 THE UNIVERSITY ONLY RECOGNIZES THROUGH REVENUE THOSE NON-CASH CONTRIBUTIONS EXTERNALLY VALUED IN EXCESS OF A SET AMOUNT PER UNIVERSITY POLICY. IF NON-CASH GIFTS ARE RECEIVED THAT ARE VALUED AT LESS THAN OUR PRE-DETERMINED POLICY AMOUNT, THE GIFT IS SUBSTANTIATED TO THE DONOR WITHOUT A VALUE AND IS NOT RECORDED IN REVENUE. Form 990, Part VI, Section A, Line 2 BOARD OF TRUSTEE MEMBERS GENE AND WILLIAM KESTER HAVE A FAMILY RELATIONSHIP. BOARD OF TRUSTEE MEMBERS JAMES MILLIS AND MOLLY YOUNG HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS PREPARED IN THE OFFICE OF THE VICE PRESIDENT FOR FINANCIAL AFFAIRS AND IS REVIEWED BY THE AUDIT FIRM AND LEGAL COUNSEL. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE UNIVERSITY PRESIDENT WITH A COPY PROVIDED 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 AND 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. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES THE LEGALLY REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 CHANGE IN INTEREST RATE SWAP - $2,358,365. 1924 HOLDINGS LLC ONE UNIVERSITY PARKWAY HIGH POINT NC 27268 900660924 RENTAL NC 680043 7438337 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 THE UNIVERSITY REQUESTED AND RECEIVED APPROVAL TO FILE THE TAX RETURN ON EXTENSION USING FORM 8868.