2021-05-11T17:04:51-05:00 2020-06-30 710698607 SHOPTAW LABAHN & COMPANY PA 915 W MAIN STREET SUITE B RUSSELLVILLE AR 72801 990 2019-07-01 710561120 ARKANSAS TECH UNIVERSITY FOUNDATION ARKA 4799680400 1509 NORTH BOULDER RUSSELLVILLE AR 72801 JASON GEIKEN EXECUTIVE VICE PRES 4799680400 2021-05-10 true JOHN W SHOPTAW P00019877 4799673600 2021-05-10 2019 2022-09-23 18:48:47Z JASON GEIKEN 1509 NORTH BOULDER RUSSELLVILLE AR 72801 6765509 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. 24 24 0 34 0 5062791 5043823 0 3866594 1721686 0 8929385 6765509 555102 550324 0 85102 82133 0 90271 1314459 1188661 1954663 1821118 6974722 4944391 38185742 42991529 5642540 6265685 32543202 36725844 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 1563250 550324 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. 8333 UNCOLLECTIBLE PLEDGE 8333 1571583 true true true true false false false false false true false true false false true false true false false false false false false false false false false false true false false false false false false false false false true false false false false false false false false true 34 0 true 0 false false false false true true true true false false false false false false false false X 24 24 true false false false false false false true true false false false true true true true true false false false AR CA AZ MD MA MI MN NH NJ NY OR RI SC TN UT WI X DURENA LONG 4799640895 1509 NORTH BOULDER RUSSELLVILLE AR 72801 BARTON ALLEN DIRECTOR/VIC 2.00 X X 0 0 0 J W STRATTON DIRECTOR 1.00 X 0 0 0 BRAD THRESHER DIRECTOR 1.00 X 0 0 0 NORMA MEARES DIRECTOR/PRE 1.00 X X 0 0 0 STEVE ANDERSON DIRECTOR 1.00 X 0 0 0 LAURIE BIBLER DIRECTOR/SEC 1.00 X 0 0 0 TOM LASTOVICA DIRECTOR 1.00 X 0 0 0 DANNY TROUTT DIRECTOR 1.00 X 0 0 0 WAYNE YOUNG DIRECTOR-VIC 1.00 X 0 0 0 JEFF WARD DIRECTOR 1.00 X 0 0 0 DEANA INFIELD DIRECTOR 1.00 X 0 0 0 JOSH MASTERS DIRECTOR 1.00 X 0 0 0 BRYCE MOBLEY DIRECTOR 1.00 X 0 0 0 FREDERIC SIMON DIRECTOR 1.00 X 0 0 0 LUKE BRADSHAW DIRECTOR 1.00 X 0 0 0 BRENT GARRETT DIRECTOR 1.00 X 0 0 0 BRYAN FISHER DIRECTOR 10.00 X 0 85167 0 TODD MEIMERSTORF DIRECTOR 1.00 X 0 0 0 MICHAEL MCSPADDEN DIRECTOR 1.00 X 0 0 0 DURENA LONG ENDOWMENT FI 40.00 X 0 64026 0 CARL BARGER DIRECTOR 1.00 X 0 0 0 MELISSA HALL DIRECTOR 1.00 X 0 0 0 DANNY PAUL LOVELADY DIRECTOR 1.00 X 0 0 0 STEVE ROSE DIRECTOR 1.00 X 0 0 0 JASON GEIKEN EXECUTIVE VI 25.00 X 0 53447 0 202640 false false false 5043823 610160 5043823 839847 839847 881839 881839 881839 881839 6765509 1721686 X 550324 550324 82133 82133 9835 9835 60000 60000 8333 8333 1200 1200 118914 118914 1176 1176 ATHLETICS EXPENDITURES 339067 339067 PAYROLL COST REIMBURSEMEN 145686 145686 DEFERRED COMPENSATION PRO 100000 100000 FUNDRAISING 90271 90271 314179 308083 6096 1821118 1571583 159264 90271 240696 176837 668905 1169976 2163782 1209535 32607945 36086109 2504414 4349072 38185742 42991529 3505 22846 5639035 6242839 5642540 6265685 X 6298692 6431186 26244510 30294658 32543202 36725844 38185742 42991529 4944391 -151589 -610160 X false true X false false X 2854776 3254062 3445174 5062791 5043823 19660626 2854776 3254062 3445174 5062791 5043823 19660626 2318145 17342481 348231 279192 425887 737658 839847 2630815 22291441 0.77800 0.77460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 false false 60000 60000 60000 12000 3000 48000 false 268818 19500 16000 12000 316318 474477 90000 97500 80000 60000 327500 67205 4875 4000 3000 79080 118620 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. 20295442 3002444 6076 8333 23295629 16939490 3323638 32314 20295442 14859069 2471488 44422 435489 16939490 13362788 1407072 89209 14859069 11978748 1372105 11935 13362788 1.00000 false false LIMITED PARTNERSHIPS 2711190 C LIFE INSURANCE CSV 1273224 C COMMERCIAL ANNUITIES 364658 F 4349072 UNIVERSITY FUNDS UNDER MANAGEMENT 6085187 DEFERRED COMPENSATION PAYABLE 102412 LIABILITY FOR ANNUITIES 55240 6242839 7527257 151588 610160 761748 6765509 6765509 2431278 610160 610160 1821118 1821118 SCHEDULE D, PAGE 4, PART XIII PART V, LINE 4: THE FOUNDATION INTENDS TO KEEP THE TRUE ENDOWMENT FUNDS INVESTED IN PERPETUITY AND USE A PORTION OF THE EANINGS TO FURTHER THE EDUCATIONAL MISSION OF THE UNIVERSITY THOUGH SCHOLARSHIPS, FACILITY GRANTS, AND CHAIR POSITIONS AND OTHER SUPPORT. true SCHOLARSHIP ASSISTANCE 423 550324 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS ARE TO INDIVIDUAL STUDENTS FOR TUITION ASSISTANCE AND THE GRANTS ARE APPLIED TO THOSE COSTS. X 2 610160 SALARY AMOUNTS FROM ATU SERVICES AND MISC PROP false true false 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 UNCOLLECTIBLE PLEDGE FORM 990, PAGE 6, PART VI, LINE 2 LANDMARK, LLLP LANDMARK LLLP 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 TENNESSEE, UTAH, WISCONSIN 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 73,507 0 0 COMPUTERS AND COMPUTER EQ 46,724 0 0 EDUCATIONAL EQUIPMENT 42,878 0 0 CAPITAL OUTLAY TO ATU 39,499 0 0 DEPARTMENTAL SUPPLIES 32,069 0 0 PRINTING 28,886 0 0 AWARDS 17,168 0 0 ANNUITY BENEFITS 14,808 0 0 BANK CHARGES 0 5,177 0 REPAIRS 4,725 0 0 MISCELLANEOUS 3,781 0 0 BOOKS AND EDUCATIONAL MAT 3,683 0 0 OFFICE SUPPLIES AND EXPEN 0 920 0 POSTAGE 355 0 0 ROUND 0 -1 0 TOTAL 308,083 6,096 0