2014-02-13T12:12:20-07:00 2013-06-30 990 2012-07-01 540505892 EMORY & HENRY COLLEGE EMOR 2769446814 PO BOX 947 EMORY VA 243270947 DIRK WILMOTH 2769446814 2014-02-12 2012 2015-11-30 17:44:51Z Jake B Schrum PO BOX 947 EMORY VA 24327 46644445 0 X www.ehc.edu X 1839 VA As a college recognized nationally as a place that changes lives and as a place committed to community engagement, Emory & Henry College continued to celebrate both its history and its future with exceptional accolades and exciting new initiatives. E&H professors were ranked among the top 25 faculties in the nation by Forbes Magazine for the second consecutive year. Our professors ranked No. 12 nationwide. The college was named to the 2013 President's Higher Education Community Service Honor Roll with Distinction. Construction began on a new Visual and Performing Arts Building, and construction was completed on the first phase of the new School of Health Sciences. Emory & Henry continues to be steadfast in its commitment to student engagement, great teaching, vibrant communities, and successful outcomes. 38 37 806 150 0 0 8405966 8244704 32816743 33148273 4954821 5165636 0 0 46177530 46558613 13168597 14142225 0 0 13686783 14388875 0 0 654274 13628348 13388652 40483728 41919752 5693802 4638861 173830786 186521243 31502985 35596896 142327801 150924347 X Emory & Henry College is a learning community in pursuit of excellence, engaging a diverse group of well-qualified men and women in educational experiences in which students confront historical and contemporary ideas and issues, and develop the ability to think critically about all areas of human experience. These educational experiences lead to lives of service, productive careers and global citizenship. Emory & Henry strives to provide the highest quality liberal arts education, combining tradition and innovation as it transforms lives and creates positive social change in our region, our nation, and our world. 1 0 26272136 14142225 24604073 Emory & Henry College provided formal instruction and related academic support for 845 full-time equivalent students toward the fulfillment of Bachelor of Science and Bachelor of Art degrees in over 50 fields of study. All students were required to fulfill proficiencies in the areas of technology, foreign language, mathematics, oral and written communication, critical thinking, ethical reasoning, and quantitative literacy. In addition, Masters degree programs were offered in history education, English education, and community and organizational leadership. Student financial aid was provided to most students through a variety of funded and unfunded scholarships, and grants, supporting the pursuit of the degrees. Formal classroom instruction was provided by approximately 70 full-time faculty members, with a student-faculty ratio of 10:1, providing for personalized attention and small class enrollments. To enhance the academic experience for students, services were provided through the library, academic computing, The Powell Resource Center (for academic counseling, career services, personal counseling, skill development, testing resources, tutoring, workshops, and academic accommodations for students with documented disabilities), and the Office of the Academic Dean. Writing labs and quantitative labs were available to students on an ongoing basis. Academic areas of expansion included international programs, health sciences, and honors programs. 5101976 0 8134437 Auxiliary services were provided to all students. Over 700 students were provided housing and meals. The first PassiveHaus residence hall in the United States was opened to students, located in the center of campus, recognizing the college's commitment to sustainability, environmental responsibility, and resource efficiency. A popular regional restaurant opened up a new location in a campus-owned building, providing additional meal options for students. The Mercantile continued to provide books, art and school supplies, and essential grocery and health products to students for their convenience. 5568887 0 409763 Various services were provided to students through many programs and offices, including intramural sports, general athletics, the Outdoor Program, spiritual life, the Martin Brock Student Center, Admissions, Financial Aid, the Registrar, the Student Health Center, the Appalachian Center for Community Service, the Bonner Program, The Centralized Student Assistance Office, and the Office of the Dean of Students. Over 890 students received some form of financial aid through various funded and unfunded scholarships, and grants, providing the opportunity to pursue degrees. Campus employment was made available to many students, providing financial resources and valuable work experience. Many community service opportunities were provided through the Appalachian Center, the Outdoor Program, and the Chaplain's Office. The intramural program continued to expand, with over 50% of students participating in an least one sport. Summer orientation programs were expanded, hosting 253 students and their families. The Outdoor Program continued to grow, through the Adventure Program and the Outdoor Leadership Program. 0 0 0 36942999 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 125 0 1 806 1 0 0 0 0 0 1 1 0 0 0 1 1 0 X 38 37 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X Dirk Wilmoth VP Bus and Finance 2769446814 30461 Garnand Dr PO BOX 947 Emory VA 243270947 Dr Douglas K Armbrister 1 0 X 0 0 0 Robert H Feagins 1 0 X 0 0 0 Major R Warner Jr 1 0 X 0 0 0 F Winton Lackey 1 0 X 0 0 0 O Wayland Overstreet 1 0 X 0 0 0 Elizabeth Maiden Mahaffey 1 0 X 0 0 0 James H Brooks 1 0 X 0 0 0 Hal P McHorris 1 0 X 0 0 0 Katherine Greer Andrew 1 0 X 0 0 0 Paul A Powell Jr 2 0 X 0 0 0 Joseph F Ellis 1 0 X 0 0 0 Carolee J Bondurant 1 0 X 0 0 0 Jeoffrey B Bodenhorst 2 0 X 0 0 0 William B Pendleton 3 0 X 0 0 0 Donna Proffit Vaughn 2 0 X 0 0 0 Jane Hicks Harter 1 0 X 0 0 0 T Rick Hughes 1 0 X 0 0 0 Ann Grim Sparger 1 0 X 0 0 0 Dr L Carole Wharton 2 0 X 0 0 0 Dr David E Mullins 1 0 X 0 0 0 Gary M Reedy 2 0 X 0 0 0 B Fielding Rolston 2 0 X 0 0 0 Paul N Hubble Jr 1 0 X 0 0 0 Kyra Kegley Bishop 2 0 X 0 0 0 Arthur Theron Broady 1 0 X 0 0 0 James H Fern 1 0 X 0 0 0 John E Hammer III 1 0 X 0 0 0 Lynda Jones Hawkins 1 0 X 0 0 0 Rev Jonathan B Jonas 1 0 X 0 0 0 Rev Sandra J Johnson 1 0 X 0 0 0 Dr Glenn H Birkitt Jr 1 0 X 0 0 0 Vaughn R Groves 1 0 X 0 0 0 John P McClave 1 0 X 0 0 0 William L Naehle 1 0 X 0 0 0 Jennie Pruner Smith 1 0 X 0 0 0 Rev Sandra J Johnson 1 0 X 0 0 0 Bishop Mary Virginia Taylor 1 0 X 0 0 0 Dr Rosalind Reichard 40 0 X 221798 0 67279 Dr Dirk Wilmoth 40 0 X 106398 0 64695 David Hawsey 40 0 X 110355 0 60011 Joseph Taylor 40 0 X 107263 0 48798 545814 0 240783 4 0 1 0 Sodexo Inc & Affilifates PO BOX 536922 ATLANTA GA 303536922 Food Services & Facilities Mgt Services 3301442 BurWil Construction Company Inc Box 637 Bristol TN 37621 Construction Services 5923942 Mod-U-Kraf Homes LLC PO Box 573 Rocky Mount VA 24151 Construction Services 3820103 Glade Construcion Company 19294 Lee Highway Abingdon VA 24210 Construction Services 779953 Independent College Enterprise PO Box Charleston WV 25304 Technology Services 238678 9 0 0 0 0 85397 8159307 0 8244704 Tuition & Fees 611310 24604073 24604073 0 0 Sales/services for Education Auxiliaries 611310 8134437 8134437 0 0 Sales/services for Education Other 611310 409763 409763 0 0 0 0 0 0 33148273 5166299 5166299 0 0 0 0 0 0 0 0 0 0 0 0 85169 0 85832 0 -663 0 -663 -663 0 0 0 0 46558613 38313909 0 0 0 14142225 14142225 426498 426498 11009007 9115361 1515664 377982 556476 454786 78930 22760 1620656 1111502 415020 94134 776238 647577 100618 28043 28575 28575 67109 67109 192276 62301 129975 86611 25485 58966 2160 1302012 1073945 160295 67772 365653 136977 211216 17460 5233270 4790568 442702 403838 363456 15274 25108 118262 54769 46518 16975 792603 683252 109351 2744558 2297596 446962 63150 63150 Memberships & dues 172235 123293 48312 630 Publications & Subscriptions 324596 275158 48188 1250 Presidential Transition 169515 0 169515 0 Miscellaneous Other 1324389 1095100 229289 0 41919752 36942999 4322479 654274 13350 6300 17390457 12480263 3305478 3704859 1175584 1214504 0 0 0 0 1106762 1116285 378664 332803 148177 255051 108693428 35746625 64842548 72946803 59332046 67029239 18349122 19359008 2136812 2287809 0 5651786 5788319 173830786 186521243 2473479 1733554 941895 936936 148586 1454507 23288339 28037083 0 0 0 0 1250000 750000 0 0 3400686 2684816 31502985 35596896 X 41111328 43285231 56462032 60800101 44754441 46839015 142327801 150924347 173830786 186521243 X 4638861 4524307 0 0 0 -566622 X 1 1 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1396 1396 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Emory & Henry College pays membership dues to the Council of Independent Colleges in Virginia, Inc. The percentage of membership dues that is used for lobbying is 11.7%. 80278425 1921926 8457218 0 3834582 0 86822987 83775727 1860439 -1782563 0 3575178 0 80278425 71605236 949140 14835310 0 3613959 0 83775727 66842675 313223 8368756 0 3919418 0 71605236 84383239 1939474 -15544879 0 3935159 0 66842675 0.14 0.5 0.36 0 0 0 1865156 1865156 0 91470519 24323246 67147273 0 0 0 0 0 14872561 11149711 3722850 0 485192 273668 211524 72946803 Diversified Inflation Hedge 6436625 F Alternatives 12922383 F 19359008 0 FMV of Interest Rate Swap Agreement 1643392 Annuity & Trust Obligations 987214 Amounts Held on Behalf of Others 54210 2684816 36721166 3656123 0 0 301562 3957685 32763481 0 13795132 13795132 46558613 28124620 0 0 0 0 0 28124620 0 13795132 13795132 41919752 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The endowment consists of approximately 400 individual funds, the majority of which support students directly through various scholarships. Approximately 60 of the funds provide support to program services for professorships, program chairs, lectureships, faculty travel and research, and other academic program expenses. A few funds are restricted for other purposes and some are used to subsidize various programs and projects of the college. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Change in funds held in trust by others $164,388; Change in fair value of swap agreements $703,796; Loss on disposal of boiler ($565,173); Other ($1449). SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Financial Aid $13,795,132 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Financial Aid $13,795,132 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 Emory & Henry College publishes the following statement, "Emory & Henry College does not discriminate on the basis of race, color, national origin, religion, sex, sexual orientation, or physical handicap in administration of its educational policies, hiring policies, admissions policies, scholarship and loan programs, and athletic and other school-administered programs. Emory & Henry College affirms the dignity and worth of every individual. SchE_P01_S00_L06 Schedule E, Part I, Line 6 Funds are received from the Virginia Department of Taxation for student financial aid under the Virginia Tuition Assistance Grant Program. Funds are also received under various Federal Student Financial Aid Programs, including Federal Work Study, Federal Pell Grants, Federal Supplemental Educational Opportunity Grants, Federal Perkins Loans, and Federal Direct Loans. 1 Grants and scholarships to 891 students to assist with the cost of attendance at Emory & Henry College, while pursuing a variety of bachelor of arts and science degrees. The cost of attendance includes tuition, books, room, board, and other living expenses. 891 13795132 0 Book Value Grants to faculty and students to aid with research expenses, travel expenses, and supplies and equipment in various academic areas. 50 347093 0 Book Value SchI_P01_S00_L02 Schedule I, Part I, Line 2 Emory & Henry College maintains complete records for the grants and scholarships provided to all individuals. Those records indicate the criteria used to award the grants, documentation supporting the grantee's eligibility of the award, and substantiation for the amounts awarded. Documentation is also maintained as to when and how the funds are utilized. Where appropriate, periodic reports are prepared, summarizing the allocation of funds and a reconciliation of the amounts spent for each grant and scholarship. The college employs individuals whose primary responsibilities are to oversee the process of distributing financial grants and scholarships. The number of scholarship and grant recipients for cost of attendance are tracked by the administrative system. The number of faculty and student recipients for research, etc. are estimated based on the type of grants awarded and the number of participants. X 1 1 X X 0 0 0 0 0 0 0 0 0 Dr Rosalind Reichard 226400 0 0 0 0 0 0 0 62677 0 289077 0 0 0 Dr Dirk Wilmoth 115000 0 0 0 0 0 0 0 56094 0 171094 0 0 0 David Hawsey 118370 0 0 0 0 0 0 0 51996 0 170366 0 0 0 Joseph Taylor 110000 0 0 0 0 0 0 0 46061 0 156061 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Housing is provided to the President of the College. The house is located on the campus, is furnished for the convenience of the College, and is a condition of employment. Housekeeping is provided at the residence in all public areas, as it is used for entertainment and business activities of the College. A IDA of the Town of Saltville VA 541090126 2003-08-26 5200000 Refinance 1993 Bonds 0 0 0 B IDA of Washington County VA 521324605 2004-12-22 5000000 Campus Energy Savings Project 0 0 0 C IDA of Washington County VA 541324605 2005-12-23 2500000 Construction of 2 Student Housing Units 0 0 0 D IDA of Washington County VA 541324605 2006-12-22 10000000 Renovation of 2 Classroom & Admin Buildings 0 0 0 A 2600000 0 5200000 0 0 0 76568 0 0 5123432 0 0 2003 1 0 1 1 B 4250000 0 5000000 0 156064 0 55829 0 0 4788107 0 0 2006 0 0 1 1 C 937500 0 2500000 0 50218 0 49805 0 0 2399977 0 0 2007 0 0 1 1 D 3250000 0 10000000 0 659374 0 61146 0 0 9279480 0 0 2008 0 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 D 0 0 0 0 0 0 0 0 0 0 A 1 1 1 Bank of America 20 0 0 0 1 0 B 1 0 0 0 0 0 C 1 1 1 Bank of America 20 0 0 0 1 0 D 1 1 1 BB&T 20 0 0 0 1 0 A 0 B 0 C 0 D 0 A IDA of Washington County VA 521324605 2009-12-30 5500000 Construction of Student Housing 0 0 0 B IDA of the Town of Saltville VA 541090126 2011-06-16 2500000 Construction of Brooks Field House 0 0 0 C IDA of the Town of Saltville VA 541090126 2011-12-16 7500000 Construction of Student Housing 0 0 0 A 352637 0 5500000 0 46868 0 41636 0 0 5411496 0 0 2010 0 0 1 1 B 0 0 2500000 0 42699 0 77829 0 0 2379472 0 0 2012 0 0 0 1 C 140000 0 7500000 0 8507 0 108569 0 0 7382924 0 0 2012 0 0 0 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 1 0 0 0 0 B 0 0 1 0 1 0 0 0 0 C 0 0 1 0 1 0 0 0 0 A 0 B 0 C 0 F990_P03_S00_L02 Form 990, Part III, Line 2 Construction on the first building in the new School of Health Sciences was completed. International programs were strengthened through the development of new student exchange programs with the University of Exeter and the University of Nottingham in the United Kingdom, and Dublin City University in Ireland. The Hermesian Society (a student debating society) was re-established, with the first two debates held in the historic Hermesian Room. Students moved into the first PassiveHaus residence hall in the United States, located in the center of campus. A 3-D Art Studio and a Theatre Workshop building were completed and are now occupied by students and faculty. Construction began on the visual and performing arts center, which will provide students, faculty, and the community with state-of-the-art facilities for music and theatre performances, and art exhibits, as well as WEHC mass communication studios. A popular local restaurant opened a location in a college building to provide new dining options for students, faculty, and the community. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The completed Form 990 is reviewed by the President, VP for Business & Finance, and members of the Business Affairs/Audit Committee of the Board of Trustees prior to filing the return. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c All Board members, the President, and the Vice Presidents of the College are required to complete a Conflict of Interest Questionnaire on an annual basis. The questionnaire is designed to disclose any conflict of interest so that the Board can address the conflict directly and immediately. If, at any time during the fiscal year, a questionable relationship arises, the Executive Committee will address immediately. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Board of Trustees Executive Committee has the responsibility of reviewing the salary and benefits of the President of the College on an annual basis. A performance evaluation is completed, and then reported to the full Board. The Executive Committee develops appropriate recommendations, based on the evaluation, for consideration by the full Board. Comparable data is compiled from peer institutions, and other standard college and university organizations and publications for purposes of determining appropriate levels of salary and benefits. The Human Resources Manager and the President compile comparable information in regard to other officers of the College and the President makes adjustments, as appropriate, and as fiscally responsible budgets will allow. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Emory & Henry College makes its governing documents, conflict of interest policy, and copies of the Form 990 available to the public upon request. The Form 990 is also available for public inspection on a public website. F990_P11_S00_L09 Form 990, Part XI, Line 9 Loss on the disposal of a boiler ($565,173); Other ($1449). Byars & Wiley LLC PO Box 947 Emory VA 24327 262421163 Rental Real Estate VA N/A Unrelated 0 1 0.9899 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 Byars & Wiley LLC r 1000 Independent Certified Public Accountant valuation. Byars & Wiley LLC s 1361766 Independent Certified Public Accountant calculation.