2013-12-20T13:16:49-06:00 2013-05-31 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2012-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 JAY DORMAN 3348334403 2013-12-19 1 LUCINDA S BOLLINGER P00187613 3348347660 2013-12-19 2012 2015-11-30 17:44:51Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 42792511 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 48 594 47 0 0 4343352 6776748 22562194 23646237 1447504 1600657 0 0 28353050 32023642 9050132 9550515 0 0 10689943 11178207 0 0 486000 8176813 8430526 27916888 29159248 436162 2864394 72858565 79148009 28092189 27816337 44766376 51331672 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 26317937 9550516 23646237 HUNTINGDON IS A FOUR YEAR COEDUCATION COLLEGE AFFILIATED WITH THE UNITED METHODIST CHURCH. 26317937 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 55 0 594 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 1.50 X X 0 0 0 JOHN N ALBRITTON JR 0.30 X X 0 0 0 BETTY T MCMAHON 0.50 X X 0 0 0 ROBERT HOWARD ADAMS 0.30 X 0 0 0 GLENDA A ALLRED 0.30 X 0 0 0 G CARLTON BARKER 0.30 X 0 0 0 CARL A BARRANCO 0.80 X 0 0 0 KATRINA KEEFER BELT 0.30 X 0 0 0 DR SANDERS M BENKWITH 0.30 X 0 0 0 DAVE G BORDEN 0.80 X 0 0 0 JOHN B BRICKEN 0.30 X 0 0 0 REV DR WILLIAM B BRUNSON 0.30 X 0 0 0 REV DR R LAWSON BRYAN 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 LEURA G CANARY 0.50 X 0 0 0 LUCINDA SAMFORD CANNON 0.30 X 0 0 0 H DAVID COBB II 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 REV DR KENNETH A DUNIVANT 0.30 X 0 0 0 REV MICHAEL T EDMONDSON 0.30 X 0 0 0 FREDERICK A FROST 0.30 X 0 0 0 REV DR EDWARD R GLAIZE 0.30 X 0 0 0 REV NANCY HASTINGS HORNSBY 0.30 X 0 0 0 WANDA A HOWARD 0.30 X 0 0 0 DR G MARK KINGRY JR 0.30 X 0 0 0 BISHOP PAUL L LEELAND 0.50 X 0 0 0 MARY KATHLEEN MCGUFFEY 0.30 X 0 0 0 BEVERLY GORDY MCKINNEY 0.30 X 0 0 0 HERBERT ALBERT PATTERSON JR 0.30 X 0 0 0 ALICE D REYNOLDS 0.30 X 0 0 0 ERIC K ROSS 0.50 X 0 0 0 WILLIAM B SELLERS 0.30 X 0 0 0 REV DR CLAUDE A SHUFORD 0.30 X 0 0 0 DR J CAMERON WEST 40.00 X X 218746 0 35049 ELIZABETH COUEY SMITHART 0.30 X 0 0 0 REV DR LESTER SPENCER JR 0.30 X 0 0 0 DR EUGENE E STANALAND 0.30 X 0 0 0 DR DAVID F STEELE 0.50 X 0 0 0 REV DR TIMOTHY R THOMPSON 0.30 X 0 0 0 DR CHARLES G TOMBERLIN 0.30 X 0 0 0 W KENDRICK UPCHURCH III 0.80 X 0 0 0 BISHOP DEBBIE WALLACE-PADGETT 0.30 X 0 0 0 JAMES E WEEKS 0.30 X 0 0 0 DR LAURIE JEAN WEIL 0.60 X 0 0 0 DIANE S WENDLAND 0.30 X 0 0 0 WILLIAM B WILSON 0.80 X 0 0 0 LOIS FLOWERS YOUNGBLOOD 0.30 X 0 0 0 JAY DORMAN 40.00 X 154756 0 16137 MIKE TURK 40.00 X 138187 0 11049 SAMIR MOUSSALLI 40.00 X 135845 0 18500 SIDNEY STUBBS 40.00 X 106475 0 11282 754009 0 92017 5 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36117 DINING SERVICES 1415503 UPCHURCH CONSTRUCTION PO BOX 231059 MONTGOMERY AL 36117 CONSTRUCTION 906403 CAPITAL TRAILWAYS 520 N COURT STREET MONTGOMERY AL 36104 BUS RENTAL 179703 ELLUCIAN COMPANY LP 62578 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SOFTWARE CONSULTING 122393 4 6776748 515977 6776748 TUITION AND FEES 900099 19332469 19332469 AUXILIARY ENTERPRISES 900099 4062973 4062973 OTHER SOURCES 900099 250795 250795 23646237 1476944 1476944 10845737 46845 10721175 47694 124562 -849 123713 123713 32023642 23646237 0 1600657 9550515 9550515 861623 432449 209000 220174 8789557 7734810 878956 175791 295670 260190 29567 5913 541050 476124 54105 10821 690307 607470 69031 13806 10035 10035 61000 61000 90609 90609 1397587 1133139 212396 52052 128960 116064 12896 984993 886494 98499 110690 110690 45429 45429 715993 644394 71599 825890 743301 82589 17479 14857 1748 874 1109034 998131 110903 1539109 1385198 153911 313132 281819 31313 STUDENT PROGRAM EXPENSE 703671 703671 BAD DEBT EXPENSE 166569 166569 AUTO EXPENSE 96243 81807 9624 4812 ALL OTHER 78984 71085 7899 35119 29850 3512 1757 29159248 26317937 2355311 486000 2136160 2566403 849366 816096 2196387 4616698 618876 1011683 132444 37477 51849980 21494438 30363433 30355542 12335006 13110097 474094 657834 23752799 25976179 72858565 79148009 2568639 2221853 20837252 24285375 3381180 1305118 1309109 28092189 27816337 X 3694391 4108869 986815 2501033 40085170 44721770 44766376 51331672 72858565 79148009 X 2864394 1580471 2120431 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40512042 2796659 4225450 912009 46622142 43622969 136725 -1988941 -1258711 40512042 40394604 249890 4049693 877640 193578 43622969 39557047 163813 1471583 622744 175095 40394604 46899330 227725 -6609823 774774 185411 39557047 0.95920 0.04080 1 0 1665000 1350198 3015198 2459478 29293397 12259418 19493457 9089308 7376746 1712562 32945 7959654 1858274 6134325 30355542 RESTRICTED BOND PROCEEDS 853501 INTERESTS IN PERPETUAL TRUSTS 24315557 STUDENT LOANS RECEIVABLE 807121 25976179 ANNUITIES 425453 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 883656 1309109 26174029 1580471 2120431 3700902 22473127 9550515 9550515 32023642 19608733 0 19608733 9550515 9550515 29159248 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 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON PERPETUAL TRUSTS HELD BY OTHERS 2,120,431. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 9,550,515. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 9,550,515. 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 921 8647739 FMV OUTSIDE SCHOLARSHIPS AND ASSISTANCE 238 902776 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 X 1 1 X X X 0 0 0 0 0 0 0 0 0 DR J CAMERON WEST 218746 0 0 0 0 0 12006 0 23043 0 253795 0 0 0 JAY DORMAN 154756 0 0 0 0 0 0 0 16137 0 170893 0 0 0 SAMIR MOUSSALLI 135845 0 0 0 0 0 6792 0 11708 0 154345 0 0 0 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 17 515977 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 9: GAIN ON PERPETUAL TRUSTS HELD BY OTHERS 2,120,431. PART XII, LINE 2C THIS HAS NOT CHANGED SINCE THE PRIOR YEAR.