2015-10-12T09:54:30-05:00 2015-05-31 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2014-06-01 630329409 FAULKNER UNIVERSITY FAUL 3343867274 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 WILMA D PHILLIPS VICE PRES - FINANCE 3343867274 2015-10-06 1 LUCINDA S CHAPPELLE P00187613 3348347660 2015-10-06 2014 2016-02-25 16:41:14Z BILLY D HILYER 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 57576532 0 X WWW.FAULKNER.EDU X 1942 AL EDUCATIONAL INSTITUTION 40 35 1061 225 29486 16806 3421717 3558258 47632927 50780025 1025831 533573 532128 898730 52612603 55770586 10743059 12174304 0 0 23420227 22096118 13200 13200 1247670 20742274 20938482 54918760 55222104 -2306157 548482 88544132 88832578 41927644 41571795 46616488 47260783 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 33512201 12174304 46310493 INSTRUCTION, PUBLIC SERVICE AND ACADEMIC SUPPORT-EDUCATIONAL COURSES LEADING TO A COLLEGE DEGREE 9185811 1016267 STUDENT SERVICE - OTHER NON-INSTRUCTIONAL SERVICES PROVIDED FOR STUDENTS 4668080 4469532 AUXILIARY ENTERPRISES - PROVIDED LODGING, BOARD, BOOKS AND RELATED SUPPLIES AND NEEDS FOR STUDENTS AND THE CAMPUS COMMUNITY. 47366092 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 58 0 1 1061 1 1 1 0 0 0 0 1 1 0 0 0 0 X 40 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 BILLY D HILYER UNIVERSITY PRESIDENT 60.00 X X 148093 0 66416 DR BUD STUMBAUGH TRUSTEE CHAIR 0.00 X X 0 0 0 DR BILLY LAMBERT TRUSTEE VICE CHAIR 0.00 X X 0 0 0 MRS CARLTON L FREEMAN TRUSTEE BOARD SECRETARY 0.00 X X 0 0 0 DR E R BRANNAN TRUSTEE 0.10 X 12000 0 0 DR CHARLES W BRITNELL TRUSTEE 0.00 X 0 0 0 MR JIM CAMPBELL TRUSTEE 0.00 X 0 0 0 MR ERNIE F CHAPPELL TRUSTEE 0.00 X 0 0 0 MR JOSEPH W DONALDSON TRUSTEE 0.00 X 0 0 0 MR MICHAEL S EUBANKS TRUSTEE 0.00 X 0 0 0 MR CHIP GARRETT TRUSTEE 0.00 X 0 0 0 DR JESS HALL JR TRUSTEE 0.00 X 0 0 0 DR LAMAR A HARRISON TRUSTEE 0.00 X 0 0 0 MR JOHN W HILL III TRUSTEE 0.00 X 0 0 0 DR MIKE HOUTS TRUSTEE 0.00 X 0 0 0 MR DAVID HOWELL TRUSTEE 0.00 X 0 0 0 MR ROY JOHNSON TRUSTEE 0.00 X 0 0 0 MR BUTCH JONES TRUSTEE 0.00 X 0 0 0 MRS LIBBY JONES TRUSTEE 0.00 X 0 0 0 MR DALE KIRKLAND TRUSTEE 0.00 X 0 0 0 MR H LOUIS LESTER JR TRUSTEE 0.00 X 0 0 0 MR DON LEWIS TRUSTEE 0.00 X 0 0 0 DR MANSEL LONG JR TRUSTEE 0.00 X 0 0 0 MRS GLENDA MAJOR TRUSTEE 0.00 X 0 0 0 MR ROY MCCAIG TRUSTEE 0.00 X 0 0 0 DR HENRI MCDANIEL TRUSTEE 0.00 X 0 0 0 JUDGE CAROLE MEDLEY TRUSTEE 0.00 X 0 0 0 MR PHILLIP NORTON JR TRUSTEE 0.00 X 0 0 0 MR TED A NORTON TRUSTEE 0.00 X 0 0 0 DR HENRY A PARKER TRUSTEE 0.00 X 0 0 0 MR DAVID PHILLIPS TRUSTEE 0.00 X 0 0 0 MR MICHAEL PICKENS TRUSTEE 0.00 X 0 0 0 MR TIM RICHARDSON TRUSTEE 0.00 X 0 0 0 SENATOR J T WAGGONER TRUSTEE 0.00 X 0 0 0 MR JASON AKINS TRUSTEE 0.00 X 0 0 0 MR BOB WALTERS TRUSTEE 0.00 X 0 0 0 MRS ANNA WEEKS TRUSTEE 0.00 X 0 0 0 DR ZACK ZORN TRUSTEE 0.00 X 0 0 0 DONALD DAVIS TRUSTEE 0.00 X 0 0 0 LAVON HENLEY TRUSTEE 0.00 X 0 0 0 WILMA D PHILLIPS VICE PRESIDENT-FINANCE 45.00 X 112030 0 4441 GERALD JONES JR ASSOC DEAN-COLLEGE OF BUSI 50.00 X 162756 0 25072 L EDWARDS HICKS PROF-DIR INTERNATL STUDIES 40.00 X 129389 0 13527 CHARLES CAMPBELL VICE DEAN-JONES SCH OF LAW 40.00 X 129404 0 13410 DAVE KHADANGA DEAN-COLLEGE OF BUSINESS 40.00 X 154451 0 13434 JAMES SANDERSON HEAD COACH - MEN'S BASKETBALL 40.00 X 133855 0 10734 981978 0 147034 23 0 1 0 CULINARY MANAGEMENT SOLUTIONS 5345 ATLANTA HWY MONTGOMERY AL 36109 CAFETERIA & CATERING SERVICES 2133309 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LAGRANGE GA 30241 MAINTENANCE OUTSOURCING 1207595 RICOH USA INC PO BOX 534777 ATLANTA GA 30353 MAIL, TELEPHONE, PRINTING 1142155 EFC SYSTEMS INC 9015 OVERLOOK BLVD BRENTWOOD TN 37027 COMPUTER OUTSOURCING SERVICES 861177 HOLLEY MARKETING 30 PINE PT CIR ECLECTIC AL 36024 ADVERTISING 784639 5 699559 2858699 920892 3558258 TUITION & FEES 900099 46310493 46310493 AUXILIARY ENTERPRISES 900099 4469532 4469532 50780025 264851 264851 1832208 1563486 268722 268722 268722 60060 699559 242460 -182400 -182400 OTHER REVENUE 900099 1051644 1051644 SECURITY SERVICE REVENUE 812900 23400 23400 TELEPHONE SERVICE 812900 6086 6086 1081130 55770586 51831669 29486 351173 12174304 12174304 950059 48084 722845 179130 17993272 15793419 1551936 647917 11775 10333 1016 426 1827593 1603713 157721 66159 1313419 1152525 113348 47546 48020 48020 13200 13200 35698 35698 271333 218804 51489 1040 950889 877484 66850 6555 1943635 1453893 427572 62170 1675157 1418858 232847 23452 1992797 1687899 276999 27899 669014 598006 26890 44118 48928 41608 6715 605 1541217 1305411 214229 21577 2822905 2391000 392384 39521 139054 139054 UNRELATED BUSINESS INCO 3162 3162 CONTRACTED SERVICES 3099629 2610826 454803 34000 OTHER EXPENSES 2993944 1189925 1789516 14503 CAFETERIA PURCHASES 1918792 1876968 24983 16841 784308 773978 9319 1011 55222104 47366092 6608342 1247670 7531781 9227087 573000 573000 1906579 1961734 2555478 3019773 77806 35789 81467 105212 92402717 39990128 54500799 52412589 20025726 20335530 1291496 1161864 88544132 88832578 5183636 4632497 56685 25540 3505364 3816455 33181959 32062385 0 1034918 41927644 41571795 X 30232329 30774309 5066148 4848246 11318011 11638228 46616488 47260783 88544132 88832578 548482 95813 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19111352 18242 555027 1462342 18222279 18015943 737641 1526205 1168437 19111352 19790895 85084 1918684 3778720 18015943 19746920 851709 -652470 -155264 19790895 17863232 726575 1876031 718918 19746920 0.10970 0.63870 0.25160 0 0 5397044 5397044 61802755 18204052 43598703 20466181 17583863 2882318 4736737 4202213 534524 52412589 LIABILITIES UNDER AGENCY AGREEMENT 1034918 1034918 PART V, LINE 4: THE ENDOWMENT FUNDS SUPPORT THE MISSION OF THE UNIVERSITY. 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 - $534,553 US DEPT OF EDUCATION TIP - $301,790 STATE AND LOCAL GRANTS & SCHOLARSHIPS - $398,278 THE UNIVERSITY ALSO PARTICIPATES IN ADDITIONAL US DEPT OF EDUCATION TITLE IV PROGRAMS AND STATE OF ALABAMA STUDENT FINANCIAL AID PROGRAMS BENEFIT DINNER 759619 699559 60060 150712 91748 759619 699559 60060 150712 91748 242460 -182400 1 INSTITUTIONAL AID 1666 11413705 FAIR MARKET VALUE FEDERAL AND STATE AID 342 279568 FAIR MARKET VALUE ENDOWED UNIVERSITY SCHOLARSHIPS 73 162045 FAIR MARKET VALUE OUTSIDE FUNDED SCHOLARSHIPS 150 313078 FAIR MARKET VALUE 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 1 1 X 1 1 0 0 0 0 0 0 0 DR BILLY D HILYER UNIVERSITY PRESIDENT 131053 0 0 0 17040 0 22179 0 44237 0 214509 0 0 0 GERALD JONES JR ASSOC DEAN-COLLEGE OF BUSI 127007 0 0 0 35749 0 3171 0 21901 0 187828 0 0 0 DAVE KHADANGA DEAN-COLLEGE OF BUSINESS 153949 0 0 0 502 0 3689 0 9745 0 167885 0 0 0 PART I, LINES 4A-B DR. BILLY HILYER PARTICIPATED IN THE 457(F) NONQUALIFIED RETIREMENT PLAN. JAMES SANDERSON RECEIVED A SEVERANCE OF PAYMENT OF $24,544. A EDUCATIONAL BLDG AUTHORITY OF CITY OF MONTGOMERY 631104797 613045CM3 2007-05-10 25995000 2007 FACILITIES REVENUE BOND 0 0 0 B PRIVATE COLLEGES & UNIVERSITIES FACILITIES AUTHORITY 521297592 010397FS1 2009-07-29 3375000 2009 FACILITIES REVENUE BOND 0 0 0 C EDUCATIONAL BLDG AUTHORITY OF CITY OF MONTGOMERY 631104797 2011-03-03 5000000 2011 SPECIAL PROJECT 0 0 0 A 3270000 25995000 1622988 1816796 22555216 2008 0 0 0 0 B 1510000 3375000 96050 32378950 2009 0 0 0 0 C 554204 5000000 60715 243443491 2011 0 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 EFC SYSTEMS OWNER ERNIE CHAPPELL IS BOARD MEMBER & CHAIR OF THE FINANCE COMMITTEE 861177 MR. CHAPPELL'S COMPANY PROVIDES COMPUTER CONSULTATION, HARDWARE & SOFTWARE SERVICES. 0 CULINARY MANAGEMENT SOLUTIONS OWNER JOHN HILL IS A MEMBER OF THE BOARD OF TRUSTEES 2129074 MR HILL'S COMPANY PROVIDES THE FOOD SERVICE FOR THE CAFETERIA. 0 LL&T INC OWNER LAMAR HARRISON IS A MEMBER OF THE BOARD OF TRUSTEES 348376 MR HARRISON'S COMPANY HOLDS THE LEASE FOR THE MOBILE, AL CAMPUS BUILDING. 0 X 781 FMV X 2 36226 FMV X 1 800000 FMV X FURNITURE 3 53120 FMV X MOBILITY VEHICLES 1 20582 FMV X EQUIPMENT 3 7383 FMV X AUTO 1 2800 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 PHIL NORTON, BOARD MEMBER AND TED A. NORTON, BOARD MEMBER ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11 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 PROCESS FOR REVIEWING THE 990 HAS NOT CHANGED SINCE THE PRIOR 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