2021-11-23T08:51:14-06:00 2021-06-30 710698607 SHOPTAW LABAHN & COMPANY PA 915 W MAIN STREET SUITE B RUSSELLVILLE AR 72801 990 2020-07-01 710561120 ARKANSAS TECH UNIVERSITY FOUNDATION ARKA 4799680400 1509 NORTH BOULDER RUSSELLVILLE AR 72801 JASON GEIKEN EXECUTIVE VICE PRES 4799680400 2021-11-15 true JASON GEIKEN XXX-XX-XXXX JOHN W SHOPTAW P00019877 4799673600 2021-11-23 2020 2022-09-23 18:48:47Z JASON GEIKEN 1509 NORTH BOULDER RUSSELLVILLE AR 72801 3726139 false X WWW.ATU.EDU X THE FOUNDATION PROVIDES EDUCATIONAL SUPPORT THROUGH THE GRANTING OF SCHOLARSHIP FUNDS TO BE DISTRIBUTED BY ARKANSAS TECH UNIVERSITY BASED ON ACADEMIC DEPARTMENT AND COMMITTEE SELECTIONS. THE FOUNDATION ALSO PROVIDES OTHER INSTITUTIONAL SUPPORT TO ARKANSAS TECH UNIVERSITY FOR THE OPERATION OF ITS EDUCATIONAL PROGRAMS. 23 23 0 33 0 5043823 1993605 0 1721686 1732534 0 6765509 3726139 550324 515543 0 82133 682852 87590 586837 1188661 932156 1821118 2218141 4944391 1507998 42991529 53279781 6265685 10344430 36725844 42935351 X THE FOUNDATION PROVIDES EDUCATIONAL SUPPORT THROUGH THE GRANTING OF SCHOLARSHIP FUNDS TO BE DISTRIBUTED BY ARKANSAS TECH UNIVERSITY BASED ON ACADEMIC DEPARTMENT AND COMMITTEE SELECTIONS. THE FOUNDATION ALSO PROVIDES OTHER INSTITUTIONAL SUPPORT TO ARKANSAS TECH UNIVERSITY FOR THE OPERATION OF ITS EDUCATIONAL PROGRAMS. false false 1355049 515543 THE FOUNDATION PROVIDED A VAST ARRAY OF SUPPORT TO THE UNIVERSITY IN THE FORM OF CONTRIBUTIONS AND GRANTS TO ACADEMIC, ADMINISTRATIVE AND ATHLETIC DEPARTMENTS AS WELL AS PROVIDING SCHOLARSHIP FUNDS FOR STUDENT RECIPIENTS. THE FOUNDATION MADE CONTRIBUTIONS TO THE UNIVERSITY FOR THE PURCHASES OF COMPUTERS AND RELATED EQUIPMENT, FURNISHINGS, GENERAL SUPPLIES AND CONSTRUCTION OF ADDITIONAL FACILITIES AND RENOVATION AND UPGRADE OF EXISTING FACILITIES. 73655 PROVIDED SCHOLARSHIPS TO STUDENTS OF ARKANAS TECH UNIVERSITY AND SUPPORTED ACADEMIC AND ATHLETIC PROGRAMS OF THE UNIVERSITY. 73655 1428704 true true true true false false false false false true false true false false true true true false false false false false false true false false false false true true false false false false false false false false false false false false false true false false false true 16 0 true 0 false false false false true true true true false false false false false false false false X 23 23 true false false false false false false true true false false false true true true true true false false false CA KY MD MA MI MN NH NJ NY OR RI SC TN UT WI CO AK LA NV WA OH OK DC ME X DURENA LONG 4799640895 1509 NORTH BOULDER RUSSELLVILLE AR 72801 BARTON ALLEN DIRECTOR/CHA 0.50 X X 0 0 0 J W STRATTON DIRECTOR 0.50 X 0 0 0 BRAD THRESHER DIRECTOR 0.50 X 0 0 0 NORMA MEARES PAST CHAIR 0.50 X 0 0 0 STEVE ANDERSON DIRECTOR 0.50 X 0 0 0 LAURIE BIBLER DIRECTOR/SEC 1.00 X 0 0 0 TOM LASTOVICA DIRECTOR 0.50 X 0 0 0 DANNY TROUTT DIRECTOR 0.50 X 0 0 0 WAYNE YOUNG DIRECTOR-VIC 0.50 X 0 0 0 JEFF WARD DIRECTOR 0.50 X 0 0 0 DEANA INFIELD DIRECTOR 4.00 X 0 0 0 JOSH MASTERS DIRECTOR 0.50 X 0 0 0 BRYCE MOBLEY DIRECTOR 0.50 X 0 0 0 CHERYL DENTON DIRECTOR 0.50 X 0 0 0 LUKE BRADSHAW DIRECTOR 0.50 X 0 0 0 BRENT GARRETT DIRECTOR 0.50 X 0 0 0 TODD MEIMERSTORF DIRECTOR 0.50 X 0 0 0 MICHAEL MCSPADDEN DIRECTOR 0.50 X 0 0 0 SKOT COVERT DIRECTOR 0.50 X 0 0 0 ERIC BURNETT DIRECTOR 0.50 X 0 0 0 PHILLIP GRAY DIRECTOR 0.50 X 0 0 0 PORTIA SHORT DIRECTOR 0.50 X 0 0 0 JASON GEIKEN EXECUTIVE VI 40.00 X 0 208692 0 STEVE ROSE DIRECTOR 0.50 X 0 0 0 208692 false true false 1993605 18598 1993605 1182955 1182955 549579 549579 549579 549579 3726139 1732534 X 515543 515543 682852 72407 111198 499247 26008 26008 55000 55000 87590 87590 1248 1248 3640 2440 1200 3373 3373 1176 1176 ATHLETICS EXPENDITURES 369086 369086 FURNISHINGS PROVIDED ATU 80454 80454 COMPUTERS AND COMPUTER EQ 78595 78595 DEFERRED COMPENSATION PRO 50000 50000 263576 254382 9194 2218141 1428704 202600 586837 176837 134898 1169976 713530 1209535 787337 36086109 46946052 4349072 4697964 42991529 53279781 22846 206378 6242839 10138052 6265685 10344430 X 6431186 10763894 30294658 32171457 36725844 42935351 42991529 53279781 1507998 4701509 X false true X true false X 3254062 3445174 5062791 5043823 1993605 18799455 3254062 3445174 5062791 5043823 1993605 18799455 3329721 15469734 279192 425887 737658 839847 1182955 3465539 22264994 0.69480 0.77800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55000 false false 55000 55000 55000 11000 2750 44000 false 19500 16000 12000 11000 58500 87750 97500 80000 60000 55000 292500 4875 4000 3000 2750 14625 21938 SCHEDULE C, PART I-A, LINE 1 CONSULTANTS ENGAGED TO REPRESENT THE INTEREST OF THE FOUNDATION AND THE ARKANSAS TECH UNIVERSITY BEFORE THE ARKANSAS LEGISLATURE AND RELATED DEPARTMENTS OF STATE GOVERNMENT. 23295629 963593 24691164 20295442 3002444 6076 8333 23295629 16939490 3323638 32314 20295442 14859069 2471488 44422 435489 16939490 13362788 1407072 89209 14859069 1.00000 false false LIMITED PARTNERSHIPS 2924288 C LIFE INSURANCE CSV 1320052 C COMMERCIAL ANNUITIES 453624 F 4697964 UNIVERSITY FUNDS UNDER MANAGEMENT 9870595 DEFERRED COMPENSATION PAYABLE 216162 LIABILITY FOR ANNUITIES 51295 10138052 X 8446246 4701509 18598 4720107 3726139 3726139 2236739 18598 18598 2218141 2218141 SCHEDULE D, PAGE 3, PART X THE FOUNDATION QUALIFIES AS AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT SUBJECT TO TAX AT THE ENTITY LEVEL FOR FEDERAL OR STATE TAX PURPOSES. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF FASB CODIFICATION TOPIC INCOME TAXES. FASB CODIFICATION TOPIC INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND REQUIRES THE FOUNDATION TO RECOGNIZE IN THEIR FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION TAKEN OR EXPECTED TO TAKEN IN A TAX RETURN, IF THAT POSITION IS MORE THAN LIKELY THAN NOT TO BE SUSTAINED UNDER AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ASSESSED THE TAX POSITIONS OF THE FOUNDATION DETERMINED THAT NO POSITIONS EXIST THAT REQUIRE ADUSTMENT OF DISCLOSURE UNDER THE PROVISIONS OF THE FASB CODIFICATION TOPIC INCOME TAXES. X X X X false All States true SCHOLARSHIP ASSISTANCE 349 515543 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS ARE TO INDIVIDUAL STUDENTS FOR TUITION ASSISTANCE AND THE GRANTS ARE APPLIED TO THOSE COSTS. false false false false false false false false false JASON GEIKEN EXECUTIVE VICE PRES 208692 208692 SCHEDULE J, PAGE 1, PART I, LINE 3 COMPENSATION OF PERSONS LISTED IS MADE BY ARKANSAS TECH UNIVERSITY WITH THE FOUNDATION REIMBURSING THE COST. COMPENSATION IS SET BY THE UNIVERSITY INDEPENDENT OF THE FOUNDATION. FORM 990 - ORGANIZATION'S MISSION THE FOUNDATION PROVIDES EDUCATIONAL SUPPORT THROUGH THE GRANTING OF SCHOLARSHIP FUNDS TO BE DISTRIBUTED BY ARKANSAS TECH UNIVERSITY BASED ON ACADEMIC DEPARTMENT AND COMMITTEE SELECTIONS. THE FOUNDATION ALSO PROVIDES OTHER INSTITUTIONAL SUPPORT TO ARKANSAS TECH UNIVERSITY FOR THE OPERATION OF ITS EDUCATIONAL PROGRAMS. FORM 990, PAGE 1, PART I, LINE 6 BOARD OF DIRECTOR MEMBERS AND VARIOUS COMMITTEE MEMBERS. FORM 990, PAGE 2, PART III, LINE 4D PROVIDED SCHOLARSHIPS TO STUDENTS OF ARKANAS TECH UNIVERSITY AND SUPPORTED ACADEMIC AND ATHLETIC PROGRAMS OF THE UNIVERSITY. FORM 990, PAGE 6, PART VI, LINE 2 DEANA INFIELD JOSH MASTERS PARTNER PARTNER MEMBERS OF SAME PARTNERSHIP FORM 990, PAGE 6, PART VI, LINE 11B RETURN IS REVIEWED BY AUDIT COMMITTEE MEMBERS PRIOR TO FILING. ALL BOARD MEMBERS ARE PROVIDED COPY WITHIN 30 DAYS. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, ALL BOARD MEMBERS ARE PROVIDED COPY OF CONFLICT OF INTEREST STATEMENT AND SIGN STATEMENT AGREEING TO ABIDE BY THE POLICY AND THAT THERE HAVE BEEN NO CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 17 UTAH, WISCONSIN, COLORADO, ALASKA, LOUISIANA, NEVADA, WASHINGTON, OHIO, OKLAHOMA, DIST OF COLUMBIA, MAINE FORM 990, PAGE 6, PART VI, LINE 19 THE POLICY OF THE FOUNDATION IS TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND WITH CHARGES PERMITTED BY LAW. FORM 990, PART IX, LINE 24E PROFESSIONAL FEES 47,186 0 0 PRINTING 26,649 0 0 OTHER OPERATING SUPPLIES 25,095 0 0 DUES AND MEETINGS 20,463 0 0 LANDSCAPING SUPPLIES 15,564 0 0 ANNUITY BENEFITS 15,555 0 0 SPONSORSHIPS 15,250 0 0 EDUCATIONAL EQUIPMENT 13,791 0 0 FOOD AND ENTERTAINMENT 11,232 0 0 COMMUNITY RELATIONS 10,818 0 0 OTHER FEES AND SERVICES 10,187 0 0 RECOGNITION 10,076 0 0 SERVICES 8,963 0 0 BANK CHARGES 0 8,562 0 AWARDS 6,286 0 0 POSTAGE 5,266 0 0 DEPARTMENTAL SUPPLIES 4,688 0 0 BOOKS AND EDUCATIONAL MAT 4,012 0 0 SALES AND USE TAX 2,638 0 0 OFFICE SUPPLIES AND EXPEN 0 630 0 REPAIRS 396 0 0 MISCELLANEOUS 267 0 0 ROUND 0 2 0 TOTAL 254,382 9,194 0 ARKANSAS TECH UNIVERSITY DEV FDN 8820 TECH LANE RUSSELLVILLE AR 72801 742841146 FAC MGMT 501 5 N/A false ARKANSAS TECH UNIVERSITY 8820 TECH LANE RUSSELLVILLE AR 72801 716014834 UNIVERSITY 501 2 N/A false false true false false false false false false false false true false false false false true false false false ARKANSAS TECH UNIVERSITY K 1200 AGREEMENT ARKANSAS TECH UNIVERSITY B 113032 REQUESTS BY UNIVERSITY ARKANSAS TECH UNIVERSITY P 338448 INVOICES FROM UNIVERSITY