2011-02-14T16:21:37-07:00 2010-06-30 990 2009-07-01 540505892 EMORY & HENRY COLLEGE EMOR 2769446814 PO BOX 947 EMORY VA 243270947 DIRK WILMOTH 2769446814 2011-02-11 2009 2016-02-24 21:20:13Z ROSALIND REICHARD PO BOX 947 EMORY VA 24327 39844943 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 create positive social change during the academic year. Healthy, just, and sustainable living continued to be a focus. The development of values and skills to make decisions that will improve the quality of life without jeoparding the future of our planet continued, as well. Emory & Henry College was honored with the Presidential Award for Service Learning, the highest national recognition for community service and service learning. Newsweek ranked Emory & Henry College No. 4 among all institutions in the nation in providing effective community service and service learning. 37 36 825 150 0 0 5914513 4992790 27311231 29486442 5625147 5122737 0 0 38850891 39601969 10787175 12260608 0 0 13493660 13522742 0 0 575115 11312003 11150586 35592838 36933936 3258053 2668033 147616360 158036620 22602180 27325124 125014180 130711496 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 23370385 12260608 22356503 Emory & Henry College provided formal instruction and related academic support for such instruction to 877 full-time equivalent students toward the fulfillment of Bachelor of Science and Bachelor of Art degrees in over 50 fields of study. Student financial aid was provided to nearly every student through a variety of scholarships and grants, supporting the pursuit of degrees. Formal classroom instruction was provided by approximately 75 full-time teaching faculty members. The faculty-student ratio is approximately 1:11, providing for personalized attention and small class enrollments. To assist the instruction programs of the College and to support the academic success of all students, academic services were provided through the library, academic computing, the Powell Resource Center (providing tutors, skill development, workshops, academic counseling, career services, personal counseling services, and academic accommodations for students with documented disabilities), and the Office of the Academic Dean. Quantitative Literacy and Writing Labs are made available to students on an ongoing basis. Academic Highlights of academic accomplishments for the year include: initiation of the new Core Curriculum, initiation of the new Honors Program, initiation of the new Master's Program in Community and Organizational Leadership, and expansion of the WEHC Radio Station which is an important, integrated part of the Mass Communications curriculum. 4809228 6897197 Auxiliary services were provided to all students. Nearly 700 students were provided housing and meals. Based on the recommendation of a Student Housing Taskforce, new dorm construction was initiated to provide new housing options for over 100 beds. Utilization of the new Campus OneCard System continued to expand, providing more flexibility and additional student services. Books, art and school supplies, and essential grocery and health products were provided through the campus bookstore and mercantile for the convenience of the students. New options were made available to students through the meal plans, offering additional selections and healthier choices. 4624755 232742 Various services were provided to students through many programs and offices, including athletics, intramural sports, the Martin Brock Student Center, Admissions and Financial Aid, the Registrar, the Student Health Center, the Appalachian Center for Coummunity Service, the Bonner program, and the Office of the Dean of Students. 891 students received some form of financial aid through scholarships and grants, providing them the opportunity to pursue a higher education. Many of those students also qualified to work on campus and by doing so, earned valuable work experiences while learning. Additional opportunities were provided to all students for community service which included a variety of service projects. Programs continue in which students partner with local communites and schools to provide needed services through the use of student volunteers. 0 0 0 32804368 1 1 0 0 0 0 0 0 1 1 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 1 0 0 0 0 1 1 0 0 1 50 0 825 1 0 0 0 0 0 0 0 0 0 37 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X EMORY & HENRY COLLEGE 2769446814 PO Box 947 Emory VA 243270947 Dr Eugene M Bane Jr 0.75 X 0 0 0 Sarah Blakemore Drummond-Schell 0.75 X 0 0 0 Bishop James E Swanson Sr 0.75 X 0 0 0 Dr Douglas K Armbrister 0.75 X 0 0 0 Robert H Feagins 0.75 X 0 0 0 Major R Warner Jr 0.75 X 0 0 0 F Winton Lackey 0.75 X 0 0 0 O Wayland Overstreet 0.75 X 0 0 0 Barbara Creasy Polly 0.75 X 0 0 0 Elizabeth Maiden Mahaffey 0.75 X 0 0 0 James H Brooks 0.75 X 0 0 0 William L Wolfe II 1.75 X 0 0 0 Leslie I Prillaman Jr 0.75 X 0 0 0 Rev Dr William S Rodgers 0.75 X 0 0 0 Hobart G Cawood 0.75 X 0 0 0 John E Eldridge 1.75 X 0 0 0 Dr Robert F Harman 0.75 X 0 0 0 Rev Thomas L Joyce 1.75 X 0 0 0 David Lester 1.75 X 0 0 0 Rev Eugene H Lovell Jr 0.75 X 0 0 0 Hal P McHorris 0.75 X 0 0 0 Dr Emmett V Richardson 0.75 X 0 0 0 Jennie Pruner Smith 1.75 X 0 0 0 Katherine Greer Andrew 0.75 X 0 0 0 Paul A Powell Jr 0.75 X 0 0 0 Joseph F Ellis 0.75 X 0 0 0 Carolee J Bondurant 0.75 X 0 0 0 Jeoffrey B Bodenhorst 1.75 X 0 0 0 Thomas D McGlothlin 1.75 X 0 0 0 William B Pendleton 1.75 X 0 0 0 Donna Proffit Vaughn 0.75 X 0 0 0 David S Hawsey 40 X 106039 0 34040 Jane Hicks Harter 0.75 X 0 0 0 T Rick Hughes 0.75 X 0 0 0 Ann Grim Sparger 0.75 X 0 0 0 Robert Denny Tucker 0.75 X 0 0 0 Rev R Michael Hubble 0.75 X 0 0 0 Rosalind Reichard 40 X 219003 0 64746 Dirk Wilmoth 40 X 104411 0 44240 429453 0 143026 3 0 1 0 Sodexo Inc & Affilifates PO BOX 536922 ATLANTA GA 303536922 Food Services, Project Management Services 2468875 BurWil Construction Company BOX 637 BRISTOL TN 37621 Construction Contractor 636240 United Healthcare Plan PO BOX 88832 CHICAGO IL 606951832 Employee Medical Plan Contract 1286010 Craig Gaulden and Davis Inc 19 WASHINGTON PARK GREENVILLE SC 29602 ARCHITECTURE SERVICES 346014 Jan Krukowski & Company Generation 55 WASHINGTON ST BROOKLYN NY 11201 COMMUNICATIONS & DESIGN 395065 11 0 0 0 0 119871 4872919 265463 4992790 Tuition and Fees 611310 22356503 22356503 0 0 Sales & Services from Educational Auxiliaries 611310 6897197 6897197 0 0 Sales & Services, Educational Other 611310 232742 232742 0 0 0 0 0 0 29486442 5125248 5125248 0 0 0 0 0 0 0 0 0 0 0 0 240463 0 242974 0 -2511 0 -2511 -2511 0 0 0 0 39601969 34609179 0 0 12260608 12260608 383609 383609 10597509 8897184 1354070 346255 416785 342921 59307 14557 1374549 1057227 288006 29316 750290 635598 89306 25386 646 646 78010 78010 142937 53001 89625 311 48685 8779 39906 1427379 1219467 124546 83366 328913 154243 174670 3954110 3686108 268002 410970 361647 18571 30752 522536 365715 129947 26874 678740 525420 153320 2367547 1928028 439519 198227 171940 26287 Publications 285775 241434 42310 2031 Memberships/Dues 150157 98886 50511 760 WEHC Radio 108469 108469 0 0 I-Hey Athletics 101409 101409 0 0 Field Biology Study 44629 44629 0 0 301447 158046 127894 15507 36933936 32804368 3554453 575115 53412 49250 14106341 14502252 3677661 4294653 1141671 970369 0 0 0 0 1308956 1186132 375405 376110 247320 193466 86908474 28917318 52317544 57991156 52833634 53928664 15579134 18094408 1258070 1408070 0 4717212 5042090 147616360 158036620 1515315 1705964 970916 956461 170006 149753 14452500 19067500 0 0 0 0 2750000 2250000 0 0 2743443 3195446 22602180 27325124 X 37930101 36835146 46155903 52487915 40928176 41388435 125014180 130711496 147616360 158036620 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66842675 313223 8368756 0 3919418 0 71605236 84383239 1939474 -15544879 0 3935159 0 66842675 0.15 0.51 0.34 0 0 0 1106878 1106878 0 71480046 18044730 53435316 0 0 0 0 0 13936873 10872588 3064285 0 384677 0 384677 57991156 0 0 Alternatives 11663487 F Diversified Inflation Hedge 6430921 F 18094408 Investment Property 1408070 C 1408070 Deferred Loan Costs, Net of Accumulated Amortization 222792 Funds Held in Trust by Others 4819298 5042090 0 Amounts Held on Behalf of Others 58763 Annuity & Trust Obligations 1184860 FMV of Interest Rate Swap Agreements 1951823 3195446 39601969 36933936 2668033 3144433 0 0 0 -115150 3029283 5697316 30896852 3144433 0 0 -115150 3029283 27867569 0 11734400 11734400 39601969 25199536 0 0 0 0 0 25199536 0 11734400 11734400 36933936 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 and are used to subsidize various programs and projects of the College. SchD_P10_S00_L00 Schedule D, Part X The College is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue code. (There is no reference to FIN 48). SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Change in Funds Held in Trust 300,638 Change in Fair Value of Swaps (437,778) Other 21,990 SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Change in Funds Held in Trust 300,638 Change in Fair Value of Swaps (437,778) Other 21,990 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Financial Aid 11,734,400 SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Financial Aid 11,734,400 1 1 1 Emory & Henry College publicizes 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. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 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, Federal Family Education Loans, Teacher Education Assistance for College and Higher Education, and National Science and Mathematics Access to Retain Talent Grants, and Academic competitiveness Grants. A limited amount of Federal Title III monies are also received for certain grant periods. 1 1 Grants and scholarships to students to assist with the cost of attendance to Emory & Henry College while pursuing a variety of bachelor of arts and science degrees. The cost of attendance includes tuition, room, board, books and other living expenses. 891 11734400 0 Book Value. Grants to faculty and students to aid with research expenses, travel expenses, and supplies and equipment in various academic areas. 150 526208 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 amouns spent for each grant and scholarship. The College employs individuals whose primary responsibilites are to oversee the process of distributing financial grants and scholarships. X X 1 1 X X 0 0 0 0 0 0 0 0 0 Rosalind Reichard 219003 0 0 0 0 0 0 0 64746 0 283749 0 276315 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Housing for presonal use is provided to the President of the College, as well as housekeeping and maintenance services. The amounts are not reported as taxable compensation. IDA of the Town of Saltville VA 541090126 2003-08-26 5200000 Refinance 1993 Bonds 0 0 IDA of Washington County Va 521324605 2004-12-22 5000000 Campus Energy Savings Project 0 0 IDA of Washington County Va 521324605 2005-12-23 2500000 Construction of 2 Student Housing Units 0 0 IDA of Washington County Va 521324605 2006-12-22 10000000 Renovation of 2 Education Classroom & Administration Buildings 0 0 IDA of Washington County Va 521324605 2009-12-30 5500000 Construction of Student Housing 0 0 5200000 0 0 0 0 0 0 2003 1 0 1 1 5000000 0 0 0 19856 0 4980144 2006 0 0 1 1 2500000 0 0 0 50000 0 2450000 2007 0 0 1 1 10000000 0 0 0 75000 0 9925000 2008 0 0 1 1 5500000 0 0 0 41636 0 5458364 2010 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 Bank of America 20 0 1 0 1 0 0 0 0 1 1 1 1 Bank of America 20 0 1 0 0 1 1 BB&T 20 0 0 1 0 1 0 0 0 1 X 19 240463 Market Quotes X 1 25000 Market Appraisal 0 0 0 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b Real Estate agents are utilized in the sale of property. F990_P03_S00_L02 Form 990, Part III, Line 2 1 - Implementation of a new Core Curriculum was introduced during the 2010 academic year. It includes courses that each student takes as a foundation for and enhancement to a disciplinary curriculum. The core courses integrate knowledge drawn from the disciplines to create a meld of thinking, learning, and knowledge. They serve as models for study in the disciplines and lifelong learning after college. The courses emplasize, in different degrees, proficiency in writing, speaking, numeracy, critical thinking, and ethical reasoning. Engaging the Liberal Arts (ETLA) expresses the overarching goal of each of these courses. 2 - A new Master's degree program in Community and Organizational Leadership was initiated with its first class. The 36-hour program will equip early and mid-career professionals with the skills necessary for them to be more effective leaders within communities and organizations; to offer an interdisciplinary approach to questions and issues of leadership and community development in both the public and private sectors, for proactive leadership focused on building communities. 3 - A new Honors Program was initiated for students who want an academic experience even more challenging than the traditional Emory & Henry College experience. These students are offered competitive academic, co-curricular, and service opportunities. Honors Scholars take their academic and/or artistic interests to exceptional levels of achievement both in and out of the classroom. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 The completed Form 990 is reveiwed by the President, VP for Business & Finance, and members of the Business Affairs Committee (formerly the Budget/Audit Committee) of the Board of Trustees. 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 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 conducts a reveiw annually of the President's performance and reports the results to the full Board. The Committee develops appropriate recommendations for consideration by the full Board. Comparable data is compiled from Forms 990 and other college and university organizations and publications for purpose of determining appropriate levels of salaries 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 complete Form 990 available to the public upon request. The Form 990 is also available for public inspection on a public website. Byars & Wiley LLC PO Box 947 Emory VA 24327 262421163 Rental Real Estate VA N/A Unrelated -1313977 -1313879 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 Byars & Wiley LLC i 2072902 Byars & Wiley LLC j 732144