2013-10-14T11:31:10-05:00 2013-05-31 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2012-06-01 630329409 FAULKNER UNIVERSITY FAUL 3343867274 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 WILMA D PHILLIPS 3343867274 2013-10-07 1 LUCINDA S BOLLINGER P00187613 3348347660 2013-09-24 2012 2015-11-30 17:44:51Z BILLY D HILYER 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 54195435 0 X WWW.FAULKNER.EDU X 1942 AL EDUCATIONAL INSTITUTION 38 37 1118 225 30806 15525 5614491 3442494 48180504 49296338 513397 588006 -117010 347660 54191382 53674498 8700325 9873146 0 0 22491281 23409136 11740 10000 1598962 19980732 20760607 51184078 54052889 3007304 -378391 91622054 91027958 44264645 42685303 47357409 48342655 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 31610813 9873146 45177585 INSTRUCTION, PUBLIC SERVICE AND ACADEMIC SUPPORT-EDUCATIONAL COURSES LEADING TO A COLLEGE DEGREE 10284927 549400 STUDENT SERVICE - OTHER NON-INSTRUCTIONAL SERVICES PROVIDED FOR STUDENTS 4682844 4118753 AUXILIARY ENTERPRISES - PROVIDED LODGING, BOARD, BOOKS AND RELATED SUPPLIES AND NEEDS FOR STUDENTS AND THE CAMPUS COMMUNITY. 46578584 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 78 0 1 1118 1 1 1 0 0 0 0 1 1 0 0 0 0 X 38 37 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 GA X X WILMA D PHILLIPS 3343867274 5345 ATLANTA HIGHWAY MONTGOMERY AL 36109 DR BILLY D HILYER 60.00 X X 144667 0 66222 JOHN W HILL III 0.00 X X 0 0 0 DR BILLY LAMBERT 0.00 X X 0 0 0 MRS CARLTON L FREEMAN 0.00 X X 0 0 0 DR E R BRANNAN 0.50 X 12000 0 0 DR CHARLES W BRITNELL 0.00 X 0 0 0 MR ERNIE F CHAPPELL 0.00 X 0 0 0 MR DONALD R DAVIS 0.00 X 0 0 0 MR JOSEPH W DONALDSON 0.00 X 0 0 0 MR JUSTIN GARRETT 0.00 X 0 0 0 DR FRED D GRAY 0.00 X 0 0 0 DR JESS HALL JR 0.00 X 0 0 0 DR LAMAR A HARRISON 0.00 X 0 0 0 MR LAVON HENLEY 0.00 X 0 0 0 MR DAVID HOWELL 0.00 X 0 0 0 MR FRANK JONES 0.00 X 0 0 0 MR DALE KIRKLAND 0.00 X 0 0 0 MR H LOUIS LESTER JR 0.00 X 0 0 0 MR DON LEWIS 0.00 X 0 0 0 DR MANSEL LONG JR 0.00 X 0 0 0 MRS GLENDA MAJOR 0.00 X 0 0 0 MR ROY M MCCRAIG 0.00 X 0 0 0 DR HENRI MCDANIEL 0.00 X 0 0 0 MR PHIL NORTON 0.00 X 0 0 0 MR TED A NORTON 0.00 X 0 0 0 DR HENRY A PARKER 0.00 X 0 0 0 MR DAVID PHILLIPS 0.00 X 0 0 0 MR MICHAEL PICKENS 0.00 X 0 0 0 MR B O RICHARDSON 0.00 X 0 0 0 DR BUD STUMBAUGH 0.00 X 0 0 0 SENATOR J T WAGGONER 0.00 X 0 0 0 MR ROBERT W WALTERS 0.00 X 0 0 0 MRS ANNA WEEKS 0.00 X 0 0 0 DR JACK ZORN 0.00 X 0 0 0 MR JIM CAMPBELL 0.00 X 0 0 0 DR MIKE HOUTS 0.00 X 0 0 0 MR ROY JOHNSON 0.00 X 0 0 0 MRS LIBBY JONES 0.00 X 0 0 0 JUDGE CAROLE MEDLEY 0.00 X 0 0 0 WENDELL MITCHELL 40.00 X 24238 0 3048 ELIZABETH H SMITH 32.00 X 10559 0 0 WILMA D PHILLIPS 45.00 X 110999 0 7100 CHARLES NELSON 50.00 X 197213 0 22579 GERALD JONES JR 50.00 X 135989 0 16645 L EDWARDS HICKS 40.00 X 120385 0 12424 TIM CHINARIS 50.00 X 195048 0 20265 DAVE KHADANGA 40.00 X 127283 0 7498 JACK TUCCI 50.00 X 145298 0 16605 1223679 0 172386 22 0 1 0 CULINARY MANAGEMENT SOLUTIONS 5345 ATLANTA HWY MONTGOMERY AL 36109 CAFETERIA & CATERING SERVICES 1910692 BEAR BROTHERS INC PO BOX 271 MONTGOMERY AL 36102 BUILDING PROJECTS 1786170 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LAGRANGE GA 30241 MAINTENANCE OUTSOURCING 1437297 EFC SYSTEMS INC 3026 OWEN DRIVE SUITE 101 ANTIOCH TN 37013 COMPUTER OUTSOURCING SERVICES 1049027 WALKER 360 2501 E 5TH STREET MONTGOMERY AL 36107 ADVERTISING 912279 5 630991 2811503 227627 3442494 TUITION AND FEES 900099 45177585 45177585 AUXILIARY ENTERPRISES 900099 4118753 4118753 49296338 410386 410386 211856 34236 177620 177620 177620 254155 630991 486701 -232546 -232546 OTHER REVENUE 900099 549400 549400 SECURITY SERVICE REVENUE 812900 23400 23400 TELEPHONE SERVICE 812900 7406 7406 580206 53674498 49845738 30806 355460 9873146 9873146 950616 44368 751290 154958 18274091 15358701 1950818 964572 738141 606456 99723 31962 2073606 1703675 280144 89787 1372682 1181382 144910 46390 25064 25064 49005 49005 10000 10000 390300 371825 16781 1694 1136810 1026745 110065 2237740 1708825 440471 88444 1408494 1301448 84510 22536 1843586 1703474 110615 29497 713036 610857 66540 35639 43683 32422 10449 812 1640661 1515971 98440 26250 3008084 2779470 180485 48129 87599 87599 CONTRACTED SERVICES 3619306 2843513 364767 411026 OTHER EXPENSES 2348430 1163037 1185393 CAFETERIA PURCHASES 1731160 1702360 14949 13851 MINOR EQUIPMENT 499284 498244 989 51 -21635 465066 -486701 54052889 46578584 5875343 1598962 8606341 9540778 573000 573000 1792020 2141681 2381703 1852935 128639 130698 208242 175638 90645556 34382468 55492695 56263088 20959267 18968009 1480147 1382131 91622054 91027958 5338065 4933105 78460 97560 3435100 3342288 35413020 34312350 44264645 42685303 X 33580620 33621108 3399717 4076732 10377072 10644815 47357409 48342655 91622054 91027958 -378391 1363637 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19790895 85084 1918684 3778720 18015943 19746920 851709 -652470 -155264 19790895 17863232 726575 1876031 718918 19746920 15438871 841404 1622690 39733 17863232 17716652 208439 -2136914 349306 15438871 0.20170 0.59090 0.20740 0 0 5345410 5345410 53153823 12143154 41010669 8265274 3153606 5111668 19260160 15201037 4059123 4620889 3884671 736218 56263088 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 US DEPT OF EDUCATION-TITLE IV $536,459 US DEPT OF EDUCATION TIP $310,975 STATE AND LOCAL GRANTS & SCHOLARSHIPS $310,055 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 7000 10000 -3000 7000 10000 -3000 BENEFIT DINNER 680911 630991 49920 130638 284984 DUCK DYNASTY 204235 0 204235 17905 53174 885146 630991 254155 148543 338158 486701 -232546 1 INSTITUTIONAL AID 973 9145511 FAIR MARKET VALUE FEDERAL AND STATE AID 357 281152 FAIR MARKET VALUE ENDOWED UNIVERSITY SCHOLARSHIPS 50 184603 FAIR MARKET VALUE OUTSIDE FUNDED SCHOLARSHIPS 81 261880 FAIR MARKET VALUE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 0 0 0 0 0 0 0 0 0 DR BILLY D HILYER 127495 0 0 0 17172 0 26210 0 40012 0 210889 0 0 0 CHARLES NELSON 196313 0 0 0 900 0 12099 0 10480 0 219792 0 0 0 GERALD JONES JR 105279 0 29783 0 927 0 6273 0 10372 0 152634 0 0 0 TIM CHINARIS 190301 0 0 0 4747 0 9893 0 10372 0 215313 0 0 0 JACK TUCCI 135020 0 0 0 10278 0 5990 0 10615 0 161903 0 0 0 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 1665000 25995000 1622988 1816796 22555216 2008 0 0 0 0 B 570000 3375000 96050 3236000 42950 2009 0 0 0 0 C 5000000 60715 4939285 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 MEMBER OF THE BOARD & CHAIR OF FINANCE COMMITTEE 1049202 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 1911925 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 354729 MR HARRISON'S COMPANY HOLDS THE LEASE FOR THE MOBILE, AL CAMPUS BUILDING 0 WELCH HORNSBY WELCH OWNER ED WELCH IS A MEMBER OF THE BOARD 44023 THE COMPANY PROVIDES INVESTMENT ADVICE 0 X 2 34423 FMV X 1 108984 FMV X FURNITURE 1 3000 FMV X LIBRARY BOOKS,VIDEOS 8 1715 FMV X EQUIPMENT 2 79205 FMV X SUPPLIES 1 300 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 THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS FROM 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