2015-01-13T16:44:05-06:00 2014-05-31 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2013-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 JAY DORMAN TREASURER 3348334403 2015-01-12 1 LUCINDA S CHAPPELLE P00187613 3348347660 2015-01-12 2013 2016-02-25 16:41:14Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 36632804 0 X WWW.HUNTINGDON.EDU X 1854 AL A COEDUCATIONAL LIBERAL ARTS COLLEGE OFFERING AN UNDERGRADUATE EDUCATION AND IS COMMITTED TO A TEACHING AND LEARNING ENVIRONMENT THAT PROVIDES ITS GRADUATES WITH AN EDUCATIONAL EXPERIENCE MEETING THE COLLEGE'S VISION. 48 48 617 48 0 0 6776748 3306395 23646237 24793967 1600657 1856793 0 0 32023642 29957155 9550515 9986818 0 0 11178207 11034677 0 0 488000 8430526 9018047 29159248 30039542 2864394 -82387 79148009 81389270 27816337 27527679 51331672 53861591 X HUNTINGDON COLLEGE, GROUNDED IN THE JUDEO-CHRISTIAN TRADITION OF THE UNITED METHODIST CHURCH, IS COMMITTED TO NURTURING GROWTH IN FAITH, WISDOM, AND SERVICE AND TO GRADUATING INDIVIDUALS PREPARED TO SUCCEED IN A RAPIDLY CHANGING WORLD. FOUNDED IN 1854, HUNTINGDON IS A COEDUCATIONAL LIBERAL ARTS COLLEGE OFFERING AN UNDERGRADUATE EDUCATION AND IS COMMITTED TO A TEACHING AND LEARNING ENVIRONMENT THAT PROVIDES ITS GRADUATES WITH AN EDUCATIONAL EXPERIENCE MEETING THE COLLEGE'S VISION. THE COLLEGE MOTTO, "ENTER TO GROW IN WISDOM; GO FORTH TO APPLY WISDOM IN SERVICE," IS INSCRIBED IN STONE ABOVE THE FRONT DOOR OF JOHN JEFFERSON FLOWERS HALL. 0 0 26607523 9986818 24793967 HUNTINGDON IS A FOUR YEAR COEDUCATION COLLEGE AFFILIATED WITH THE UNITED METHODIST CHURCH. 26607523 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 58 0 617 1 0 0 0 0 0 0 0 0 0 0 X 48 48 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAY DORMAN TREASURER 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 DAVID HUDSON JR TRUSTEE - CHAIRMAN 0.30 X X 0 0 0 JOHN N ALBRITTON JR TRUSTEE - VICE CHAIRMAN 0.30 X X 0 0 0 BETTY T MCMAHON TRUSTEE - SECRETARY 0.30 X X 0 0 0 ROBERT HOWARD ADAMS TRUSTEE 1.50 X 0 0 0 GLENDA A ALLRED TRUSTEE 0.50 X 0 0 0 G CARLTON BARKER TRUSTEE 0.30 X 0 0 0 CARL A BARRANCO TRUSTEE 0.30 X 0 0 0 KATRINA KEEFER BELT TRUSTEE 0.30 X 0 0 0 DR SANDERS M BENKWITH TRUSTEE 0.30 X 0 0 0 DAVE G BORDEN TRUSTEE 0.30 X 0 0 0 REV SHERILL CLONTZ TRUSTEE 0.30 X 0 0 0 REV DR CLAUDE A SHUFORD TRUSTEE 0.30 X 0 0 0 REV DR R LAWSON BRYAN TRUSTEE 0.30 X 0 0 0 REV DR P LAWRENCE BRYARS TRUSTEE 0.30 X 0 0 0 JOHN C BULLARD SR TRUSTEE-EMERITUS 0.30 X 0 0 0 LEURA G CANARY TRUSTEE 0.30 X 0 0 0 LUCINDA SAMFORD CANNON TRUSTEE 0.30 X 0 0 0 H DAVID COBB II TRUSTEE 0.30 X 0 0 0 REV DR DALE R COHEN TRUSTEE 0.30 X 0 0 0 LEE H COPELAND TRUSTEE 0.30 X 0 0 0 REV DR KENNETH A DUNIVANT TRUSTEE 0.30 X 0 0 0 REV MICHAEL T EDMONDSON TRUSTEE 0.30 X 0 0 0 FREDERICK A FROST TRUSTEE 0.30 X 0 0 0 REV DR EDWARD R GLAIZE TRUSTEE 0.30 X 0 0 0 REV NANCY HASTINGS HORNSBY TRUSTEE 0.30 X 0 0 0 WANDA A HOWARD TRUSTEE 0.30 X 0 0 0 DR G MARK KINGRY JR TRUSTEE 0.30 X 0 0 0 BISHOP PAUL L LEELAND TRUSTEE 0.30 X 0 0 0 BEVERLY GORDY MCKINNEY TRUSTEE 0.30 X 0 0 0 JAMES ANDERSON TRUSTEE 0.30 X 0 0 0 HERBERT ALBERT PATTERSON JR TRUSTEE 0.30 X 0 0 0 ALICE D REYNOLDS TRUSTEE-EMERITA 0.30 X 0 0 0 CHARLES A STAKELY TRUSTEE 0.30 X 0 0 0 WILLIAM B SELLERS TRUSTEE 0.30 X 0 0 0 DR J CAMERON WEST PRESIDENT 40.00 X X 213213 0 35184 ELIZABETH COUEY SMITHART TRUSTEE 0.30 X 0 0 0 REV DR LESTER SPENCER JR TRUSTEE 0.30 X 0 0 0 DR EUGENE E STANALAND TRUSTEE 0.30 X 0 0 0 MR DAVID F STEELE TRUSTEE 0.30 X 0 0 0 REV DR TIMOTHY R THOMPSON TRUSTEE 0.30 X 0 0 0 DR CHARLES G TOMBERLIN TRUSTEE 0.30 X 0 0 0 W KENDRICK UPCHURCH III TRUSTEE 0.30 X 0 0 0 BISHOP DEBBIE WALLACE-PADGETT TRUSTEE 0.30 X 0 0 0 MR JEFF UNDERWOOD TRUSTEE 0.30 X 0 0 0 DR LAURIE JEAN WEIL TRUSTEE 0.30 X 0 0 0 DIANE S WENDLAND TRUSTEE 0.30 X 0 0 0 WILLIAM B WILSON TRUSTEE 0.30 X 0 0 0 LOIS FLOWERS YOUNGBLOOD TRUSTEE 0.30 X 0 0 0 FRANCIS HASTINGS MOORE TRUSTEE 0.30 X 0 0 0 TERESA SMITH FRANCIS TRUSTEE 0.30 X 0 0 0 JAY DORMAN TREAS/SR VP ADMIN & PLANNI 40.00 X 164286 0 16198 ANTHONY LEIGH VP-EXTERNAL AFFAIRS 40.00 X 101522 0 17695 LAURA DUNCAN VP-ADMISSIONS 40.00 X 94136 0 15744 FRANK PARSONS VP-STUDENT LIFE/DEAN STUDE 40.00 X 99653 0 5134 MIKE TURK HEAD FOOTBALL COACH 40.00 X 159319 0 12386 SAMIR MOUSSALLI ASSOC. DEAN SCHOOL OF BUSI 40.00 X 160381 0 20076 SIDNEY STUBBS PROVOST 40.00 X 110788 0 11416 1103298 0 133833 6 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36106 DINING SERVICES 1601136 HUFHAMFARRIS CONSTRUCTIONS LLC 7030 E FAIN PARK DR SUITE 11 MONTGOMERY AL 36117 CONSTRUCTION 1205917 UPCHURCH CONSTRUCTION PO BOX 231059 MONTGOMERY AL 36117 CONSTRUCTION 628746 PRO IMPACT PHYSICAL THERAPY & SPORTS PER 5923 MONTICELLO DRIVE MONTGOMERY AL 36117 ATHLETIC 110000 MUSCO SPORTS LIGHTING INC P O BOX 808 OSKALOOSA IA 525770808 FOOTBALL FIELD LIGHTS 110000 5 3306395 355511 3306395 TUITION AND FEES 900099 20168480 20168480 AUXILIARY ENTERPRISES 900099 4116066 4116066 OTHER SOURCES 900099 509421 509421 24793967 1547629 1547629 6984813 6675649 309164 309164 309164 29957155 24793967 0 1856793 9986818 9986818 868500 431900 216225 220375 8705021 7660419 870502 174100 264986 233187 26499 5300 521678 459076 52168 10434 674492 593553 67449 13490 38700 38700 66000 66000 104514 94063 10451 1612828 672013 883212 57603 112236 101012 11224 1039167 935250 103917 119204 119204 748764 673888 74876 932499 839249 93250 17908 15222 1791 895 820143 738129 82014 1689058 1520152 168906 324942 292448 32494 STUDENT PROGRAM EXPENSE 647866 647866 BAD DEBT EXPENSE 492848 492848 AUTO EXPENSE 116062 98653 11606 5803 135308 121777 13531 30039542 26607523 2944019 488000 2566403 3296078 816096 501942 4616698 2045169 1011683 1162238 37477 33739 55039890 23016386 30355542 32023504 13110097 15636891 657834 25976179 26689709 79148009 81389270 2221853 2006071 793750 24285375 23408367 1309109 1319491 27816337 27527679 X 4108869 3975007 2501033 2965176 44721770 46921408 51331672 53861591 79148009 81389270 X -82387 1022013 1590293 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46622142 308774 3359866 890567 49400215 40512042 2796659 4225450 912009 46622142 43622969 136725 -1988941 -1258711 40512042 40394604 249890 4049693 877640 193578 43622969 39557047 163813 1471583 622744 175095 40394604 0.94980 0.05020 1 0 2028067 1350198 3378265 2846496 29684082 12910420 19620158 10666436 7848869 2817567 36445 8428166 2257097 6207514 32023504 INTERESTS IN PERPETUAL TRUSTS 25905850 STUDENT LOANS RECEIVABLE 783859 26689709 ANNUITIES 421433 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 898058 1319491 22582643 1022013 1590293 2612306 19970337 9986818 9986818 29957155 20052724 0 20052724 9986818 9986818 30039542 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 GAIN ON PERPETUAL TRUSTS HELD BY OTHERS 1,590,293. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 9,986,818. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 9,986,818. 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 923 8982945 FMV OUTSIDE SCHOLARSHIPS AND ASSISTANCE 253 1003873 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 0 0 0 0 0 0 0 0 DR J CAMERON WEST PRESIDENT 213213 0 0 0 0 0 12006 0 23178 0 248397 0 0 0 JAY DORMAN TREAS/SR VP ADMIN & PLANNI 164286 0 0 0 0 0 0 0 16198 0 180484 0 0 0 MIKE TURK HEAD FOOTBALL COACH 159319 0 0 0 0 0 7966 0 4420 0 171705 0 0 0 SAMIR MOUSSALLI ASSOC. DEAN SCHOOL OF BUSI 160381 0 0 0 0 0 8019 0 12057 0 180457 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 A GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY 2013-02-25 24500000 REFINANCING OF DEBT AND FINANCE CAPITAL IMPROVEMENTS 0 0 0 A 20468386 24500000 103830 2680931 2013 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 23 355511 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THEY ARE ALSO REQUIRED TO DISCLOSE ANY CONFLICTS IF THEY ARISE THROUGHOUT THE YEAR. THE SIGNED STATEMENTS ARE REVIEWED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 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: GAIN ON PERPETUAL TRUSTS HELD BY OTHERS 1,590,293. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.