2013-04-15T11:34:36-05:00 2012-05-31 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2011-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 JAY DORMAN 3348334403 2013-04-11 1 LUCINDA S BOLLINGER P00187613 3348347660 2013-04-11 2011 2016-02-25 16:41:14Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 43638196 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. 45 45 543 53 0 0 3013273 4343352 21908723 22562194 1729612 1447504 0 0 26651608 28353050 8784385 9050132 0 0 9606133 10689943 0 0 505000 8180105 8176813 26570623 27916888 80985 436162 73738415 72858565 27020975 28092189 46717440 44766376 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 25217232 9050132 22562194 HUNTINGDON IS A FOUR YEAR COEDUCATION COLLEGE AFFILIATED WITH THE UNITED METHODIST CHURCH. 25217232 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 0 1 53 0 543 1 0 0 0 0 0 0 0 0 0 0 X 45 45 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 ROBERT HOWARD ADAMS 0.30 X 0 0 0 JOHN N ALBRITTON JR 0.00 X X 0 0 0 G CARLTON BARKER 0.30 X 0 0 0 CARL A BARRANCO 0.50 X 0 0 0 DR KATIE R BELL 0.30 X 0 0 0 DAVE G BORDEN 0.80 X 0 0 0 REV DR R LAWSON BRYAN 0.60 X 0 0 0 LUCINDA SAMFORD CANNON 0.30 X 0 0 0 REV DR KENNETH A DUNIVANT 0.30 X 0 0 0 DAVID HUDSON JR 1.50 X X 0 0 0 BEVERLY MCKINNEY 0.30 X 0 0 0 BETTY T MCMAHON 0.50 X X 0 0 0 HERBERT A PATTERSON JR 0.30 X 0 0 0 ALICE REYNOLDS 0.30 X 0 0 0 MRS DOROTHY R SELLARS 0.00 X 0 0 0 REV CLAUDE SHUFORD 0.30 X 0 0 0 ELIZABETH COUEY SMITHART 0.30 X 0 0 0 REV DR LESTER SPENCER JR 0.30 X 0 0 0 DR EUGENE E STANALAND 0.50 X 0 0 0 DAVID F STEELE 0.50 X 0 0 0 DR CHARLES G TOMBERLIN 0.30 X 0 0 0 W KENDRICK UPCHURCH III 0.80 X 0 0 0 DR LAURIE JEAN WEIL 0.60 X 0 0 0 DIANE WENDLAND 0.30 X 0 0 0 BISHOP WILLIAM H WILLIMON 0.30 X 0 0 0 REV DR P LAWRENCE BRYARS 0.30 X 0 0 0 JOHN C BULLARD SR 0.30 X 0 0 0 HON LEURA G CANARY 0.50 X 0 0 0 REV DR EDWARD R GLAIZE 0.30 X 0 0 0 DR G MARK KINGRY 0.30 X 0 0 0 BISHOP PAUL L LEELAND 0.50 X 0 0 0 ERIC K ROSS 0.50 X 0 0 0 WILLIAM B SELLERS 0.30 X 0 0 0 WILLIAM B WILSON 0.80 X 0 0 0 JOHN M WISE SR 0.30 X 0 0 0 DR J CAMERON WEST 40.00 X X 211421 0 35980 H DAVID COBB II 0.30 X 0 0 0 REV MICHAEL T EDMONDSON 0.30 X 0 0 0 REV NANCY H HORNSBY 0.30 X 0 0 0 GLENDA A ALLRED 0.30 X 0 0 0 JOHN B BRICKEN 0.30 X 0 0 0 REV DR WILLIAM B BRUNSON 0.30 X 0 0 0 JAMES E WEEKS 0.30 X 0 0 0 REV DR DALE R COHEN 0.30 X 0 0 0 LEE H COPELAND 0.30 X 0 0 0 KATRINA KEEFER BELT 0.30 X 0 0 0 MARY KATHLEEN MCGUFFEY 0.50 X 0 0 0 REV DR TIMOTHY R THOMPSON 0.30 X 0 0 0 LOIS FLOWERS YOUNGBLOOD 0.30 X 0 0 0 JAY DORMAN 40.00 X 143639 0 14897 MIKE TURK 40.00 X 137826 0 7136 SAMIR MOUSSALLI 40.00 X 140978 0 9245 633864 0 67258 4 0 1 0 UPCHURCH CONSTRUCTION PO BOX 231059 MONTGOMERY AL 36117 CONSTRUCTION 2233287 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36117 DINING SERVICES 1261477 SEAY SEAY & LITCHFIELD PC 1115 SOUTH COURT STREET MONTGOMERY AL 36117 ARCHITECTURE CONSULTING 118090 3 4343352 707485 4343352 TUITION AND FEES 900099 18693769 18693769 AUXILIARY ENTERPRISES 900099 3554222 3554222 OTHER SOURCES 900099 314203 314203 22562194 1391852 1391852 15318608 22190 15264024 21122 54584 1068 55652 55652 28353050 22562194 0 1447504 9050132 9050132 822991 409049 321786 92156 8319126 7154448 831913 332765 275347 236798 27535 11014 620869 533947 62087 24835 651610 560385 65161 26064 5978 5978 67637 67637 82440 82440 1242392 1194540 47852 121266 115203 6063 902682 838535 55662 8485 116960 116960 48974 48974 697316 623105 74211 730918 657826 73092 1181362 1063226 118136 1521108 1445053 76055 277789 250010 27779 STUDENT PROGRAM EXPENSE 472911 472911 AUTO EXPENSE 104687 88984 10469 5234 BAD DEBT EXPENSE 99179 99179 MEMBERSHIPS 88933 75593 8893 4447 414281 348308 65973 27916888 25217232 2194656 505000 804593 1210722 2584326 1774804 1957644 2196387 403621 618876 144625 132444 50818138 20454705 28628457 30363433 12448541 12335006 1337358 474094 25429250 23752799 73738415 72858565 2049778 2568639 21999797 20837252 1645848 3381180 1325552 1305118 27020975 28092189 X 2502530 3694391 2632552 986815 41582358 40085170 46717440 44766376 73738415 72858565 X 436162 -2387226 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43622969 136725 -1988941 1022666 236045 40512042 40394604 249890 4049693 877640 193578 43622969 39557047 163813 1471583 622744 175095 40394604 46899330 227725 -6609823 774774 185411 39557047 0.98900 0.01100 1 0 1563400 1314032 2877432 2671167 27767407 11633496 18805078 9088823 7207732 1881091 32945 8380364 1613477 6799832 30363433 DEPOSITS WITH BOND TRUSTEES 731222 INTERESTS IN PERPETUAL TRUSTS 22195126 STUDENT LOANS RECEIVABLE 826451 23752799 ANNUITIES 430275 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 874843 1305118 28353050 27916888 436162 -710906 -1676320 -2387226 -1951064 16915692 -710906 -1676320 -2387226 19302918 9050132 9050132 28353050 18866756 0 18866756 9050132 9050132 27916888 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 8 - OTHER ADJUSTMENTS: LOSS ON PERPETUAL TRUSTS HELD BY OTHERS -1,676,320. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON PERPETUAL TRUSTS HELD BY OTHERS -1,676,320. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 9,050,132. PART XIII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 9,050,132. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE 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 908 8202830 FMV OUTSIDE SCHOLARSHIPS AND ASSISTANCE 171 847302 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 1 1 X X X 0 0 0 0 0 0 0 0 0 DR J CAMERON WEST 211421 0 0 0 0 0 9867 0 26113 0 247401 0 0 0 JAY DORMAN 143639 0 0 0 0 0 0 0 14897 0 158536 0 0 0 SAMIR MOUSSALLI 140978 0 0 0 0 0 2846 0 6399 0 150223 0 0 0 GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY 1998-12-31 9220000 RENOVATIONS TO BUILDING AND REFUND OLDER ISSUES 0 0 0 GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY 2009-08-21 17853386 REFINANCING OF DEBT 0 0 0 9220000 731210 125900 500000 1999 0 1 1 1 17853386 48558 2009 0 1 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 707485 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -710,906. LOSS ON PERPETUAL TRUSTS HELD BY OTHERS -1,676,320. TOTAL TO FORM 990, PART XI, LINE 5: -2,387,226. FORM 990, PART XII, LINE 2C NEITHER THE OVERSIGHT OR SELECTION PROCESS CHANGED FROM THE PREVIOUS YEAR.