UNIVERSITY OF THE OZARKS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE OZARKS (EIN 71-0236867)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201403219349307960
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:52:18-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710598221 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWLAND & NORRIS CPA'S | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W CAPITOL SUITE 501 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710236867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF THE OZARKS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4799791000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 N COLLEGE AVE | AddressLine1 |
| City | CLARKSVILLE | City |
| State | AR | State |
| ZIP Code | 728302880 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF SCACCIA | PersonNm |
| Person Title | VP FOR FINANCE AND ADMIN | PersonTitleTxt |
| Phone | 4799791000 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID CHAPPELL | PreparerPersonNm |
| PTIN | P00573009 | PTIN |
| Phone | 5013723112 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD DUNSWORTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 N COLLEGE AVE | AddressLine1 |
| City | CLARKSVILLE | City |
| State | AR | State |
| ZIP Code | 728302880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,022,397 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OZARKS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1852 | FormationYr |
| Legal Domicile State | AR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE POST-SECONDARY EDUCATION | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 641 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | -$67,159 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$67,159 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,647,677 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,592,743 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,927,187 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,609,132 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,725,840 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,392,576 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,392,165 | PYOtherRevenueAmt |
| CY Other Revenue | $2,552,493 | CYOtherRevenueAmt |
| PY Total Revenue | $25,692,869 | PYTotalRevenueAmt |
| CY Total Revenue | $29,146,944 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,599,451 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,676,399 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,798,624 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,998,573 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,200 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,067,467 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,383,951 | PYOtherExpensesAmt |
| CY Other Expenses | $6,878,081 | CYOtherExpensesAmt |
| PY Total Expenses | $25,784,226 | PYTotalExpensesAmt |
| CY Total Expenses | $27,553,053 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$91,357 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,593,891 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,561,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,852,223 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,420,026 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,359,329 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $126,141,102 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,492,894 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE POST-SECONDARY EDUCATION | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $22,873,916 | ExpenseAmt |
| Grant | $9,676,399 | GrantAmt |
| Revenue | $15,609,132 | RevenueAmt |
| Desc | EDUCATIONAL SERVICES - PROVIDED EDUCATIONAL COURSES TO AN AVERAGE ENROLLMENT OF 567 FULL-TIME EQUIVALENT STUDENTS. | Desc |
| Total Program Service Expenses | $22,873,916 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 641 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF SCACCIA | PersonNm |
| Phone | 4799791310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 N COLLEGE AVE | AddressLine1 |
| City | CLARKSVILLE | City |
| State | AR | State |
| ZIP Code | 72830 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| JOHN KING | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| ALFREDO ROMO | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| SYLVESTER BENSON | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| DOUG BLACK | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| ARVID BEAN | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| SUSAN SMITH EPPERSON | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| ANN FILYAW | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RAIL | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| IVAN QUANT | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| JUDY BOREHAM | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| SUE TULL | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| DENTON TUMBLESON | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| HARVE TAYLOR | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| DUDLEY VILES | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| JUDY BORCK | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| LAURIE FISHER | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| SUE FRUEAUFF | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| SUSAN PINSON | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| CHRIS ALLEN | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| JAMES BRUNING | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| DAVID RAWHOUSER | |||||||
| TRUSTEE | Yes (X) | $0 | $0 | $0 | |||
| DAN TADDIE | |||||||
| VP, DEAN | $149,776 | $0 | $15,852 | 40.00 | Yes (X) | ||
| JEFF SCACCIA | |||||||
| VP FOR FINAN | $126,792 | $0 | $14,013 | 40.00 | Yes (X) | ||
| DARRELL WILLIAMS | |||||||
| BUSINESS MGR | $124,240 | $0 | $13,809 | 40.00 | Yes (X) | ||
| RICHARD DUNSWORTH | |||||||
| PRESIDENT | $122,500 | $0 | $12,087 | 40.00 | Yes (X) | ||
| RICK NIECE | |||||||
| PAST PRESIDE | $662,013 | $0 | $21,841 | Yes (X) | |||
| STEVE EDMISTEN | |||||||
| FORMER EXECU | $78,276 | $0 | $10,123 | 40.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,263,597 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $87,725 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK CAMPUS SERVICES | |||||
| 415 N COLLEGE AVENUE | CLARKSVILLE | AR | 72830 | FOOD SERVICE | $1,169,200 |
| EBSCO SUBSCRIPTION SERVICES | |||||
| 10 ESTES STREET | IPSWICH | MA | 01938 | ONLINE MEDIA | $130,671 |
| LCG ASSOCIATES | |||||
| 400 GALLERIA PARKWAY | ATLANTA | GA | 30339 | INVESTMENT MGR | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $35,000 | RelatedOrganizationsAmt |
| Government Grants | $370,436 | GovernmentGrantsAmt |
| All Other Contributions | $6,187,307 | AllOtherContributionsAmt |
| Noncash Contributions | $2,304,393 | NoncashContributionsAmt |
| Total Contributions | $6,592,743 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT TUITION AND FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,609,132 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,609,132 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,609,132 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,402,194 | TotalRevenueColumnAmt |
| Exclusion | $1,402,194 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,002,188 | TotalRevenueColumnAmt |
| Exclusion | $1,002,188 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,425,848 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $507,815 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $918,033 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $918,033 | TotalRevenueColumnAmt |
| Exclusion | $918,033 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,124,465 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,116,752 | SecuritiesAmt |
| Other | $17,331 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,007,713 | SecuritiesAmt |
| Other | -$17,331 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,990,382 | TotalRevenueColumnAmt |
| Exclusion | $2,990,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,602,469 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,233,555 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $368,914 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| MISCELLANEOUS - EXEMPT | $216,005 | $216,005 | |||
| MISCELLANEOUS - EXCLUDED | $114,512 | $114,512 | |||
| SIGULER GUFF DISTRESSED R.E. | $168 | 531390 | $168 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$67,327 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$67,327 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $263,358 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,146,944 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,194,051 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$67,159 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,427,309 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,676,399 | TotalAmt |
| Program Services | $9,676,399 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,680 | TotalAmt |
| Management And General | $677,680 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,081,435 | TotalAmt |
| Program Services | $6,709,290 | ProgramServicesAmt |
| Management And General | $663,240 | ManagementAndGeneralAmt |
| Fundraising | $708,905 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,221,430 | TotalAmt |
| Program Services | $1,016,411 | ProgramServicesAmt |
| Management And General | $99,787 | ManagementAndGeneralAmt |
| Fundraising | $105,232 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,158 | TotalAmt |
| Program Services | $434,158 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,870 | TotalAmt |
| Program Services | $449,759 | ProgramServicesAmt |
| Management And General | $84,571 | ManagementAndGeneralAmt |
| Fundraising | $49,540 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,311 | TotalAmt |
| Program Services | $104,934 | ProgramServicesAmt |
| Management And General | $17,377 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,500 | TotalAmt |
| Management And General | $61,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,967 | TotalAmt |
| Program Services | $82,318 | ProgramServicesAmt |
| Management And General | $5,062 | ManagementAndGeneralAmt |
| Fundraising | $34,587 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,669 | TotalAmt |
| Program Services | $254,183 | ProgramServicesAmt |
| Management And General | $329,552 | ManagementAndGeneralAmt |
| Fundraising | $41,934 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,705 | TotalAmt |
| Program Services | $263,705 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,539 | TotalAmt |
| Program Services | $969,965 | ProgramServicesAmt |
| Management And General | $87,397 | ManagementAndGeneralAmt |
| Fundraising | $13,177 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,172 | TotalAmt |
| Program Services | $329,597 | ProgramServicesAmt |
| Management And General | $30,381 | ManagementAndGeneralAmt |
| Fundraising | $19,194 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,292 | TotalAmt |
| Management And General | $114,292 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,579,289 | TotalAmt |
| Program Services | $1,430,918 | ProgramServicesAmt |
| Management And General | $128,931 | ManagementAndGeneralAmt |
| Fundraising | $19,440 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,130 | TotalAmt |
| Program Services | $238,409 | ProgramServicesAmt |
| Management And General | $21,482 | ManagementAndGeneralAmt |
| Fundraising | $3,239 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $882,983 | $436,771 | $446,212 | |
| PROVISION FOR BAD DEBTS | $698,533 | $698,533 | ||
| EQUIPMENT RENTAL & MAINT | $243,367 | $164,574 | $64,503 | $14,290 |
| ENROLLMENT MARKETING | $205,723 | $205,723 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,901 | TotalAmt |
| Program Services | $106,802 | ProgramServicesAmt |
| Management And General | $81,170 | ManagementAndGeneralAmt |
| Fundraising | $57,929 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,553,053 | TotalAmt |
| Program Services | $22,873,916 | ProgramServicesAmt |
| Management And General | $3,611,670 | ManagementAndGeneralAmt |
| Fundraising | $1,067,467 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,152 | BOYAmt |
| EOY | $22,742 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,025,770 | BOYAmt |
| EOY | $1,821,236 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,043 | BOYAmt |
| EOY | $46,122 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,132 | BOYAmt |
| EOY | $382,387 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,194,028 | BOYAmt |
| EOY | $3,944,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,238,445 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,686,489 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,718,478 | BOYAmt |
| EOY | $26,551,956 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,079,769 | BOYAmt |
| EOY | $37,838,977 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,135,899 | BOYAmt |
| EOY | $68,799,178 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,857 | BOYAmt |
| EOY | $444,857 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,561,128 | BOYAmt |
| EOY | $139,852,223 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,110,308 | BOYAmt |
| EOY | $1,215,799 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,422 | BOYAmt |
| EOY | $40,977 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,426,348 | BOYAmt |
| EOY | $1,364,210 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,302 | BOYAmt |
| EOY | $490,578 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,646 | BOYAmt |
| EOY | $247,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,420,026 | BOYAmt |
| EOY | $3,359,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,174,061 | BOYAmt |
| EOY | $23,962,897 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,029,712 | BOYAmt |
| EOY | $29,222,942 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,937,329 | BOYAmt |
| EOY | $83,307,055 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,141,102 | BOYAmt |
| EOY | $136,492,894 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,561,128 | BOYAmt |
| EOY | $139,852,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,593,891 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,757,901 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $249,909 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $249,909 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,157,588 | BeginningYearBalanceAmt |
| Contributions | $992,063 | ContributionsAmt |
| Investment Earnings Or Losses | $12,359,760 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$621,472 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$3,704,754 | OtherExpendituresAmt |
| Administrative Expenses | -$202,583 | AdministrativeExpensesAmt |
| End Year Balance | $100,980,602 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,538,444 | BeginningYearBalanceAmt |
| Contributions | $580,256 | ContributionsAmt |
| Investment Earnings Or Losses | $9,183,619 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$596,461 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$4,336,095 | OtherExpendituresAmt |
| Administrative Expenses | -$212,175 | AdministrativeExpensesAmt |
| End Year Balance | $92,157,588 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,251,795 | BeginningYearBalanceAmt |
| Contributions | $289,914 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,624,963 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$499,742 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$2,715,954 | OtherExpendituresAmt |
| Administrative Expenses | -$162,606 | AdministrativeExpensesAmt |
| End Year Balance | $87,538,444 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,670,541 | BeginningYearBalanceAmt |
| Contributions | $659,154 | ContributionsAmt |
| Investment Earnings Or Losses | $17,411,831 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$919,702 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$3,398,439 | OtherExpendituresAmt |
| Administrative Expenses | -$171,590 | AdministrativeExpensesAmt |
| End Year Balance | $92,251,795 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,635,220 | BeginningYearBalanceAmt |
| Contributions | $871,793 | ContributionsAmt |
| Investment Earnings Or Losses | $9,460,546 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$679,679 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$3,515,504 | OtherExpendituresAmt |
| Administrative Expenses | -$101,835 | AdministrativeExpensesAmt |
| End Year Balance | $78,670,541 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01390 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $514,594 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $752,258 | OtherCostOrOtherBasisAmt |
| Book Value | $1,266,852 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,231,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,360,314 | DepreciationAmt |
| Book Value | $22,871,392 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,350,077 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,779,929 | DepreciationAmt |
| Book Value | $1,570,148 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,389,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,546,246 | DepreciationAmt |
| Book Value | $843,564 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,551,956 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTERNATIONAL EQUITY FUNDS | $32,181,967 | F |
| FIXED INCOME FUNDS | $12,214,597 | F |
| HEDGE FUNDS | $9,696,790 | F |
| EQUITY INDEX FUNDS | $7,868,434 | F |
| REAL ESTATE FUNDS | $3,750,917 | F |
| COMMODITY FUNDS | $2,914,273 | F |
| MINERAL INTERESTS | $172,200 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $68,799,178 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS HELD IN CUSTODY FOR OTHERS | Desc |
| Amt | $247,765 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $247,765 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,291,848 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,757,901 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$9,354,367 | OtherRevenueAmt |
| Revenue Not Reported | -$596,466 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,888,314 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,741,370 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,741,370 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,146,944 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,940,056 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,741,370 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,741,370 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,198,686 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9,354,367 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,354,367 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,553,053 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART III, LINE 4 | ROCK & MINERAL COLLECTION - ENHANCES SCIENCE CLASS EDUCATION (SPECIFICALLY GEOLOGY) WATERCOLOR PAINTING COLLECTION - ENHANCES THE LEARNING ENVIRONMENT OF ART STUDENTS AND SERVES AS AN EXAMPLE OF WHAT CAN BE CREATED PFEFFER COLLECTION - ENHANCES THE LEARNING ENVIRONMENT OF ART AND HISTORY STUDENTS AND A GREAT EXAMPLE OF FINE ART |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS, PROFESSORSHIPS, AND MAINTENANCE OF CAMPUS FACILITIES. |
| SCHEDULE D, PAGE 3, PART X | THE UNIVERSITY OF THE OZARKS IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT TO THE EXTENT THE UNIVERSITY HAS UNRELATED BUSINESS INCOME. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN THE CURRENT YEAR. THE UNIVERSITY HELD NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2014 THAT WOULD RESULT IN MATERIAL UNRECOGNIZED TAX BENEFITS OR COSTS. THE UNIVERSITY'S TAX YEARS AFTER 2009 ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SCHOLARSHIP ALLOWANCE -8,856,107 WISP SCHOLARSHIP ALLOWANCE -498,260 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | RENTAL EXPENSE -507,815 FOOD SERVICE COST -1,226,671 BOOKSTORE EXPENSES -6,884 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | RENTAL EXPENSE 507,815 FOOD SERVICE COST 1,226,671 BOOKSTORE EXPENSE 6,884 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | SCHOLARSHIP ALLOWANCE 8,856,107 WISP SCHOLARSHIP ALLOWANCE 498,260 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | ALL BROCHURES, NEWSPAPER ADVERTISEMENTS, UNIVERSITY CATALOGS, ETC. INCLUDE THE NONDISCRIMINATORY POLICY. |
| SCHEDULE E, LINE 6 | THE UNIVERSITY RECEIVED FUNDS FROM THE U.S. DEPARTMENT OF EDUCATION. SEOG, TEACH, AND PELL GRANTS, PERKINS LOANS, COLLEGE WORK STUDY FUNDS AND FEDERAL DIRECT LOANS ARE RECEIVED TO ENABLE THE UNIVERSITY TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS ATTENDING THE UNIVERSITY. FUNDS WERE RECEIVED FROM THE SPECIAL SERVICES FOR DISADVANTAGED STUDENTS PROGRAM UNDER TITLE IV. THOSE FUNDS COVERED THE EXPENSES OF THE UNIVERSITY'S STUDENT SUPPORT PROGRAM. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT FINANCIAL AID | GrantTypeTxt |
| Recipient | 531 | RecipientCnt |
| Cash Grant | $322,032 | CashGrantAmt |
| Non Cash Assistance | $9,354,367 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION & FEES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE GRANTS (SCHOLARSHIPS) MADE BY THE UNIVERSITY ARE A REDUCTION OF THE TUITION AND FEES PAID BY THE STUDENT TO THE SCHOOL. GRANT FUNDS ARE NOT SENT TO OUTSIDE ENTITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|
| DAN TADDIE | ||||||
| VP, DEAN | $149,776 | $15,852 | $165,628 | |||
| RICK NIECE | ||||||
| PAST PRESIDENT | $134,040 | $683,854 | $527,973 | $21,841 | $527,973 | |
| STEVE EDMISTEN | ||||||
| FORMER EXECUTIVE VP | $78,276 | $10,123 | $88,399 | |||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | AS A REQUIREMENT OF HIS EMPLOYMENT, RICHARD DUNSWORTH, PRESIDENT OF THE UNIVERSITY, IS PROVIDED AN ON-CAMPUS RESIDENCE FOR PERSONAL USE. THIS BENEFIT WAS NOT INCLUDED AS TAXABLE COMPENSATION TO THIS INDIVIDUAL. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF CLARKSVILLE ARKANSAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 300632068 | BondIssuerEIN |
| Bond Issued | 2010-06-01 | BondIssuedDt |
| Issue Price | $1,665,000 | IssuePriceAmt |
| Purpose | AQUIRE, CONSTRUCT, AND FURNISH BUILDINGS ON CAMPUS. | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $1,657,701 | TotalProceedsAmt |
| In Reserve Fund | $124,000 | InReserveFundAmt |
| Issuance Costs From Proceeds | $29,138 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,504,563 | CapitalExpendituresAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,304,393 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MKT VALUE ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | ARVID BEAN TRUSTEE BROTHER-IN-LAW HARVE TAYLOR TRUSTEE BROTHER-IN-LAW |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY THE UNIVERSITY'S ACCOUNTANTS AND REVIEWED BY THE VP FOR FINANCE & ADMIN. THE FORM 990 IS ALSO PROVIDED TO THE UNIVERSITY'S FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE UNIVERSITY MONITORS AND ENFORCES THE WRITTEN CONFLICT OF INTEREST POLICY BY REQUESTING EACH DIRECTOR AND OFFICER TO SIGN A STATEMENT THAT THEY HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT IS AS FOLLOWS: THE UNIVERSITY'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ACCUMULATES INFORMATION AS NEEDED FROM VARIOUS SOURCES INSIDE AND OUT OF THE UNIVERSITY. THIS INFORMATION IS THEN USED TO SET THE SALARY AND CONTRACT TERMS OF THE PRESIDENT. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE UNIVERSITY'S OFFICERS IS AS FOLLOWS: OFFICERS OF THE UNIVERSITY ARE SUBJECT TO AN ANNUAL REVIEW WITH THE PRESIDENT AT WHICH TIME THE TERMS AND CONDITIONS OF THEIR EMPLOYMENT ARE REVIEWED AS WELL. INDUSTRY SALARY SURVEYS AND REPORTS ARE REVIEWED ON A REGULAR BASIS BY THE PRESIDENT AND VP FOR FINANCE & ADMIN. |
| FORM 990, PAGE 6, PART VI, LINE 19 | REQUESTS FOR REVIEW OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE EVALUATED ON A CASE BY CASE BASIS UPON RECEIPT. IF DEEMED NECESSARY, DOCUMENTS WILL BE PROVIDED TO THOSE REQUESTING THE INFORMATION. |
| FORM 990, PART XI, LINE 9 | SCHOLARSHIP ALLOWANCE -8,856,107 WISP SCHOLARSHIP ALLOWANCE -498,260 RENTAL EXPENSE 507,815 FOOD SERVICE COST 1,226,671 BOOKSTORE EXPENSES 6,884 RENTAL EXPENSE -507,815 FOOD SERVICE COST -1,226,671 BOOKSTORE EXPENSE -6,884 SCHOLARSHIP ALLOWANCE 8,856,107 WISP SCHOLARSHIP ALLOWANCE 498,260 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIV OF THE OZARKS ALUMNI ASSOC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 NORTH COLLEGE AVENUE | AddressLine1 |
| City | CLARKSVILLE | City |
| State | AR | State |
| ZIP Code | 72830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237092414 | EIN |
| Primary Activities | ALUMNI | PrimaryActivitiesTxt |
| Legal Domicile State | AR | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11D | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |