2014-10-14T08:40:14-05:00 2014-05-31 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2013-06-01 630329409 FAULKNER UNIVERSITY FAUL 3343867274 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 WILMA D PHILLIPS VICE PRES - FINANCE 3343867274 2014-10-08 1 LUCINDA S BOLLINGER P00187613 3348347660 2014-10-08 2013 2016-02-25 16:41:14Z BILLY D HILYER 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 57042133 0 X WWW.FAULKNER.EDU X 1942 AL EDUCATIONAL INSTITUTION 37 36 1053 225 30036 14705 3442494 4188351 49296338 47632927 588006 1025831 347660 -234506 53674498 52612603 9873146 10743059 0 0 23409136 23420227 10000 13200 1768140 20760607 20742274 54052889 54918760 -378391 -2306157 91027958 88544132 42685303 41927644 48342655 46616488 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 32214107 10743058 43671444 INSTRUCTION, PUBLIC SERVICE AND ACADEMIC SUPPORT-EDUCATIONAL COURSES LEADING TO A COLLEGE DEGREE 9890020 57371 STUDENT SERVICE - OTHER NON-INSTRUCTIONAL SERVICES PROVIDED FOR STUDENTS 4639519 3961483 AUXILIARY ENTERPRISES - PROVIDED LODGING, BOARD, BOOKS AND RELATED SUPPLIES AND NEEDS FOR STUDENTS AND THE CAMPUS COMMUNITY. 46743646 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 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 70 0 1 1053 1 1 1 0 0 0 0 1 1 0 0 0 0 X 37 36 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 147290 0 69288 JOHN W HILL III 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 DONALD R DAVIS TRUSTEE 0.00 X 0 0 0 MR JOSEPH DONALDSON TRUSTEE 0.00 X 0 0 0 MR JUSTIN 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 LAVON HENLEY 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 FRANK 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 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 MR BUD STUMBAUGH TRUSTEE 0.00 X 0 0 0 SENATOR J T WAGGONER 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 WILMA D PHILLIPS VICE PRESIDENT-FINANCE 45.00 X 112535 0 7163 CHARLES NELSON DEAN-JONES SCHOOL OF LAW 45.00 X 202512 0 24756 GERALD JONES JR ASSOC DEAN-COLLEGE OF BUSI 50.00 X 138123 0 18624 L EDWARDS HICKS PROFESSOR-DEPT CHAIR 40.00 X 128353 0 13452 TIM CHINARIS ASSOC DEAN-ACADEMICS JSL 50.00 X 190754 0 22379 DAVE KHADANGA DEAN-COLLEGE OF BUSINESS 40.00 X 152226 0 19659 ROBERT WOODS PROFESSOR - DEPT HEAD 40.00 X 128421 0 12178 JACK TUCCI FORMER VP-ACADEMIC AFFAIRS 0.00 X 104022 0 68 1316236 0 187567 19 1 1 0 CULINARY MANAGEMENT SOLUTIONS 5345 ATLANTA HWY MONTGOMERY AL 36109 CAFETERIA & CATERING SERVICES 1840644 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LAGRANGE GA 30241 MAINTENANCE OUTSOURCING 1496134 EFC SYSTEMS INC 9015 OVERLOOK BLVD BRENTWOOD TN 37027 COMPUTER OUTSOURCING SERVICES 907348 WALKER 360 2501 E 5TH STREET MONTGOMERY AL 36107 ADVERTISING 719873 BEAR BROTHERS INC P O BOX 2071 MONTGOMERY AL 36102 CONSTRUCTION 312513 5 711464 3476887 171545 4188351 TUITION & FEES 900099 43671444 43671444 AUXILIARY ENTERPRISES 900099 3961483 3961483 47632927 437421 437421 4640857 4052447 588410 588410 588410 55170 711464 377083 -321913 -321913 OTHER REVENUE 900099 57371 57371 SECURITY SERVICE REVENUE 812900 23400 23400 TELEPHONE SERVICE 812900 6636 6636 87407 52612603 47690298 30036 703918 10743059 10743059 923003 47054 718799 157150 18437363 15742098 1809891 885374 782781 668260 76791 37730 1970908 1682564 193346 94998 1306172 1115080 128135 62957 27671 27671 47392 47392 13200 13200 298190 276395 19168 2627 842629 787059 55570 1820032 1398187 326266 95579 1567309 1448193 94039 25077 1971635 1822271 118298 31066 738495 650810 43527 44158 37365 33077 4288 1591548 1470590 95493 25465 3005224 2776826 180314 48084 149378 149378 UNRELATED BUSINESS INCO 3256 3256 CONTRACTED SERVICES 3792637 3175993 445574 171070 OTHER EXPENSES 2210828 154046 2056782 CAFETERIA PURCHASES 1657412 1625329 14921 17162 981273 977377 3023 873 54918760 46743646 6406974 1768140 9540778 7531781 573000 573000 2141681 1906579 1852935 2555478 130698 77806 175638 81467 91724625 37223826 56263088 54500799 18968009 20025726 1382131 1291496 91027958 88544132 4933105 5183636 97560 56685 3342288 3505364 34312350 33181959 42685303 41927644 X 33621108 30232329 4076732 5066148 10644815 11318011 48342655 46616488 91027958 88544132 -2306157 579990 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18015943 737641 1526205 1168437 19111352 19790895 85084 1918684 3778720 18015943 19746920 851709 -652470 -155264 19790895 17863232 726575 1876031 718918 19746920 15438871 841404 1622690 39733 17863232 0.15580 0.59220 0.25200 0 0 5368926 5368926 53153823 13264809 39889014 8580687 3500467 5080220 19924906 16407560 3517346 4696283 4050990 645293 54500799 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 - $498,182 US DEPT OF EDUCATION TIP - $275,798 STATE AND LOCAL GRANTS & SCHOLARSHIPS - $314,817 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 1 JAMES NORWOOD 6366 EASTWOOD GLEN PLACE MONTGOMERY AL 36117 GRANT WRITER 0 10000 13200 -3200 10000 13200 -3200 BENEFIT DINNER 766634 711464 55170 141446 235637 766634 711464 55170 141446 235637 377083 -321913 1 INSTITUTIONAL AID 1540 10029188 FAIR MARKET VALUE FEDERAL AND STATE AID 337 274091 FAIR MARKET VALUE ENDOWED UNIVERSITY SCHOLARSHIPS 56 148782 FAIR MARKET VALUE OUTSIDE FUNDED SCHOLARSHIPS 170 290998 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 0 0 0 0 0 0 0 0 DR BILLY D HILYER UNIVERSITY PRESIDENT 130636 0 0 0 16654 0 26857 0 42431 0 216578 0 0 0 CHARLES NELSON DEAN-JONES SCHOOL OF LAW 201612 0 0 0 900 0 12453 0 12303 0 227268 0 0 0 GERALD JONES JR ASSOC DEAN-COLLEGE OF BUSI 119959 0 0 0 18164 0 6343 0 12281 0 156747 0 0 0 TIM CHINARIS ASSOC DEAN-ACADEMICS JSL 186008 0 0 0 4746 0 10098 0 12281 0 213133 0 0 0 DAVE KHADANGA DEAN-COLLEGE OF BUSINESS 151274 0 0 0 952 0 7378 0 12281 0 171885 0 0 0 JACK TUCCI FORMER VP-ACADEMIC AFFAIRS 1692 0 0 0 102330 0 68 0 0 0 104090 0 0 0 PART I, LINE 4A JACK TUCCI, THE FORMER VICE PRESIDENT OF ACADEMIC AFFAIRS, RECEIVED A SEVERANCE PAYMENT OF $101,970. 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 2715000 25995000 1622988 1819796 22555216 2008 0 0 0 0 B 1185000 3375000 3236000 3236000 42950 2009 0 0 0 0 C 361819 5000000 2434431 2434431 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 907348 MR. CHAPPELL'S COMPANY PROVIDES COMPUTER CONSULTATION, HARDWARE & SOFTWARE SERVICES. 0 CULINARY MANAGEMENT SOLUTIONS OWNER JOHN HILL IS A MEMBER AND CHAIR OF THE BOARD OF TRUSTEES 1840295 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 344333 MR HARRISON'S COMPANY HOLDS THE LEASE FOR THE MOBILE, AL CAMPUS BUILDING. 0 X 2 36602 FMV X 1 131400 FMV X LIBRARY BOOKS 2 3343 FMV X EQUIPMENT 1 200 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DAVE KHADANGA, DEAN OF THE HARRIS SCHOOL AND ROSIE KHADANGA, PROFESSOR ARE HUSBAND AND WIFE. 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 THIS PROCESS 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