2012-03-07T13:23:57-06:00 2011-05-31 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2010-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 JAY DORMAN 3348334403 2012-03-07 1 LUCINDA S BOLLINGER 3348347660 2012-03-07 2010 2016-02-24 21:20:13Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVE MONTGOMERY AL 36106 40369596 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 48 608 0 0 0 2807669 3013273 20287323 21908723 1415392 1729612 0 0 24510384 26651608 8187994 8784385 0 0 9676663 9606133 0 0 478000 8593650 8180105 26458307 26570623 -1947923 80985 71129452 73738415 27980172 27020975 43149280 46717440 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 24010817 8784385 21908723 HUNTINGDON IS A FOUR YEAR COEDUCATION COLLEGE AFFILIATED WITH THE UNITED METHODIST CHURCH. 24010817 1 1 0 1 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 65 0 608 1 0 0 0 0 0 0 0 0 0 0 X 48 48 0 0 1 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 0.00 X 0 0 0 JOHN N ALBRITTON JR 0.00 X X 0 0 0 G CARLTON BARKER 0.00 X 0 0 0 CARL A BARRANCO 0.00 X 0 0 0 DR KATIE R BELL 0.00 X 0 0 0 DAVE BORDEN 0.00 X 0 0 0 REV DR R LAWSON BRYAN 0.00 X 0 0 0 LUCINDA SAMFORD CANNON 0.00 X 0 0 0 REV DR KENNETH A DUNIVANT 0.00 X 0 0 0 DAVID HUDSON JR 0.00 X X 0 0 0 BEVERLY MCKINNEY 0.00 X 0 0 0 BETTY T MCMAHON 0.00 X X 0 0 0 HERBERT A PATTERSON JR 0.00 X 0 0 0 ALICE REYNOLDS 0.00 X 0 0 0 MRS DOROTHY R SELLARS 0.00 X 0 0 0 REV CLAUDE SHUFORD 0.00 X 0 0 0 ELIZABETH COUEY SMITHART 0.00 X 0 0 0 REV DR LESTER SPENCER JR 0.00 X 0 0 0 DR EUGENE E STANALAND 0.00 X 0 0 0 DAVID F STEELE 0.00 X 0 0 0 DR CHARLES G TOMBERLIN 0.00 X 0 0 0 KEN UPCHURCH 0.00 X 0 0 0 DR LAURIE JEAN WEIL 0.00 X 0 0 0 DIANE WENDLAND 0.00 X 0 0 0 BISHOP WILLIAM H WILLIMON 0.00 X 0 0 0 REV DR P LAWRENCE BRYARS 0.00 X 0 0 0 JOHN C BULLARD SR 0.00 X 0 0 0 HON LEURA G CANARY 0.00 X 0 0 0 REV DR EDWARD R GLAIZE 0.00 X 0 0 0 DR G MARK KINGRY 0.00 X 0 0 0 BISHOP PAUL L LEELAND 0.00 X 0 0 0 ERIC K ROSS 0.00 X 0 0 0 WILLIAM B SELLERS 0.00 X 0 0 0 WILLIAM B WILSON 0.00 X 0 0 0 JOHN M WISE SR 0.00 X 0 0 0 DR J CAMERON WEST 40.00 X X 213601 0 35402 H DAVID COBB II 0.00 X 0 0 0 REV MICHAEL T EDMONDSON 0.00 X 0 0 0 REV NANCY H HORNSBY 0.00 X 0 0 0 GLENDA A ALLRED 0.00 X 0 0 0 JOHN B BRICKEN 0.00 X 0 0 0 REV DR WILLIAM B BRUNSON 0.00 X 0 0 0 JAMES E WEEKS 0.00 X 0 0 0 DR CELIA RUDOLPH 0.00 X 0 0 0 TOM RADNEY 0.00 X 0 0 0 KELLY CLEM 0.00 X 0 0 0 AMY KLUGH 0.00 X 0 0 0 TOMMY PRESCOTT 0.00 X 0 0 0 JEFF SPILLER 0.00 X 0 0 0 JAY DORMAN 40.00 X 139896 0 14066 MIKE TURK 40.00 X 153587 0 7136 SAMIR MOUSSALLI 40.00 X 157887 0 7520 KYLE FELDER 40.00 X 107832 0 6643 ANTHONY LEIGH 40.00 X 97810 0 8924 LAURA DUNCAN 40.00 X 94876 0 12544 772803 0 70767 5 0 1 0 ARAMARK SERVICES INC 1000 INDUSTRIAL SCHOOL BLVD MONTGOMERY AL 36117 FOOD SERVICES 1081502 UPCHURCH CONSTRUCTION PO BOX 231059 MONTGOMERY AL 36117 CONSTRUCTION 137750 2 3013273 271423 3013273 TUITION AND FEES 900099 18056504 18056504 AUXILIARY ENTERPRISES 900099 3497181 3497181 OTHER SOURCES 900099 355038 355038 21908723 1506685 1506685 13940915 13717988 222927 222927 222927 26651608 21908723 0 1729612 8784385 8784385 903040 523320 322994 56726 7481583 6434162 748158 299263 120074 103264 12007 4803 493063 424034 49306 19723 608373 523201 60837 24335 8216 8216 67280 67280 42000 42000 1130914 1063764 67150 109590 98631 10959 842365 749879 84237 8249 98909 98909 223107 223107 658243 588949 69294 621866 559679 62187 1195178 1075660 119518 1538716 1384844 153872 266294 239665 26629 STUDENT PROGRAM EXPENSE 579981 579981 BAD DEBT EXPENSE 167878 167878 MISCELLANEOUS 112448 56592 55856 AUTO EXPENSE 96720 82212 9672 4836 MEMBERSHIPS 84178 71551 8418 4209 336222 276059 60163 26570623 24010817 2081806 478000 865544 804593 2239393 2584326 2372255 1957644 752728 403621 29933 144625 47770710 19142253 29088580 28628457 9297776 12448541 3284843 1337358 23198400 25429250 71129452 73738415 2510716 2049778 22767291 21999797 1696969 1645848 1005196 1325552 27980172 27020975 X 2330335 2502530 2022097 2632552 38796848 41582358 43149280 46717440 71129452 73738415 X 80985 3487175 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 42000 42000 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: CONSULTANT PAID TO INFLUENCE LEGISLATION. 40394604 249890 4049693 877640 193578 43622969 39557047 163813 1471583 622744 175095 40394604 46899330 227725 -6609823 774774 185411 39557047 0.95320 0.04680 1 0 202916 1314032 1516948 3974984 27771152 11016568 20729568 8840108 6789765 2050343 32945 5634573 1335920 4331598 28628457 DEPOSITS WITH BOND TRUSTEES 731217 INTERESTS IN PERPETUAL TRUSTS 23871446 STUDENT LOANS RECEIVABLE 826587 25429250 BONDS PAYABLE 9000 ANNUITIES 449626 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 866926 1325552 26651608 26570623 80985 1299549 2187626 3487175 3568160 21354398 1299549 2187626 3487175 17867223 8784385 8784385 26651608 17786238 0 17786238 8784385 8784385 26570623 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: UNREALIZED GAIN ON PERPETUAL TRUSTS HELD BY OTHERS PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON PERPETUAL TRUSTS HELD BY OTHERS PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE PART XIII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 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 1070 8111653 FMV OUTSIDE SCHOLARSHIPS AND ASSISTANCE 170 672732 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 213601 0 0 0 0 0 9867 0 25535 0 249003 0 0 0 JAY DORMAN 139896 0 0 0 0 0 0 0 14066 0 153962 0 0 0 MIKE TURK 153587 0 0 0 0 0 2996 0 4140 0 160723 0 0 0 SAMIR MOUSSALLI 157887 0 0 0 0 0 2846 0 4674 0 165407 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 3 36423 FAIR MARKET VALUE X 1 235000 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 REVISIONS TO THE BYLAWS INCLUDED THE ADDITION OF TRUSTEE EMERITI, THE CHANGE IN LIFE MEMBERS, THE CHANGE IN TITLE OF SENIOR VICE PRESIDENT/TREASURER TO SENIOR VICE PRESIDENT, TREASURER AND BUSINESS MANAGER; AND TO CHANGE THE DEFINITION OF COMMITTEE RESPONSIBILITIES FOR EACH STANDING COMMITTEE. 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 GAINS ON INVESTMENTS: 1,299,549. UNREALIZED GAIN ON PERPETUAL TRUSTS HELD BY OTHERS 2,187,626. TOTAL TO FORM 990, PART XI, LINE 5: 3,487,175. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.