ARKANSAS TECH UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ARKANSAS TECH UNIVERSITY FOUNDATION (EIN 71-0561120)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-07
- IRS object ID
- 201342809349300649
- Schema version
- 2012v2.3
- 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 C
- Schedule D
- Schedule I
- Schedule M
- Schedule O
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-07T15:28:07-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHOPTAW LABAHN & COMPANY PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 W MAIN STREET SUITE B | AddressLine1 |
| City | RUSSELLVILLE | City |
| State | AR | State |
| ZIP Code | 72801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710561120 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARKANSAS TECH UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARKA | NameControl |
| Phone | 4799680400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8820 TECH LANE | AddressLine1 |
| City | RUSSELLVILLE | City |
| State | AR | State |
| ZIP Code | 72801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAYNE JONES | Name |
| Title | EXECUTIVE VICE PRESIDENT | Title |
| Phone | 4799680400 | Phone |
| Date Signed | 2013-10-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN W SHOPTAW | Name |
| Phone | 4799673600 | Phone |
| Date Prepared | 2013-10-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2051188 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ATU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2294015 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1351335 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 111251 | InvestmentIncomePriorYear |
| Investment Income Current Year | 699853 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -202260 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2203006 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2051188 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 410027 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 320514 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 155093 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 621 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2031609 | OtherExpensePriorYear |
| Other Expenses Current Year | 928744 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2596729 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1249258 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -393723 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 801930 | RevenuesLessExpensesCY |
| Total Assets BOY | 16964770 | TotalAssetsBOY |
| Total Assets EOY | 19059004 | TotalAssetsEOY |
| Total Liabilities BOY | 2670693 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2971398 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14294077 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16087606 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1165333 | Expense |
| Grants | 320514 | Grants |
| Description | 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 CONSTRUCTION OF ADDITIONAL FACILITIES AND RENOVATION AND UPGRADE OF EXISTING FACILITIES. | Description |
| Total Program Service Expense | 1165333 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | true | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | REGINA BURRIS | NamePerson |
| Telephone Number | 4799640895 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8820 TECH LANE | AddressLine1 |
| City | RUSSELLVILLE | City |
| State | AR | State |
| ZIP Code | 72801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|
| BARTON ALLEN | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| BILL CLARY | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| CAMERON JONES | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| BILL LUCE | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JOHN PRZYBYSZ | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| BOB VEACH | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JIM WHITE | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| ROBERT SHOPTAW | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| TRACEY GEREN | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| CHARLES BLANCHARD | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| FRANK WARD | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| BENNY HARRIS | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| PHILLIP COX | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| DANNY LOVELADY | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JOE SCHLUTERMAN | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JARED WOOD | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| LEE LANE | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| AMANDA DANIELS | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| STAN MCCLURE | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| NORMA MEARES | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| RODNEY PARKS | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| STEPHEN SOSEBEE | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JOAN HARPER | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| LISA TODD | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| STEVE ANDERSON | ||||||
| DIRECTOR | X | 0 | 0 | 0 | 0.00 | 0.00 |
| MICHAEL DONNELL | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| ANNA KAY FRUEAUFF | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| BILL GOSSAGE | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| STEPHANIE MATHIS | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| BEN ROTHWELL | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MELISSA HALL | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| NORMAN WATSON | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| PAM CARR | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JUDY LAWTON | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JOHN WOMACK | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| LAURIE BIBLER | ||||||
| DIRECTOR | X | 0 | 0 | 0 | 0.00 | 0.00 |
| GWYNNE HINTERTHUER | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MICHAEL LAMEROUX | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| TOM LASTOVICA | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| DANNY TROUTT | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| WAYNE YOUNG | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1351335 | AllOtherContributions |
| Noncash Contributions | 31588 | NoncashContributions |
| Total Contributions | 1351335 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 335381 | TotalRevenueColumn |
| Exclusion | $335,381 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 364472 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 364472 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 364472 | TotalRevenueColumn |
| Exclusion | $364,472 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2051188 | TotalRevenueColumn |
| Exclusion | $699,853 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320514 | Total |
| Program Services | 320514 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4000 | Total |
| Management And General | 4000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Program Services | 20000 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1200 | Total |
| Program Services | 1200 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57094 | Total |
| Program Services | 57094 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16191 | Total |
| Program Services | 16191 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56654 | Total |
| Program Services | 56654 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROFESSIONAL FEES | 157638 | 157638 | |
| FOOD AND ENTERTAINMENT | 121596 | 121596 | |
| DEPARTMENTAL SUPPLIES | 112316 | 112316 | |
| PAYROLL COST REIMBURSEMEN | 95354 | 20450 | 74904 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286701 | Total |
| Program Services | 281680 | ProgramServices |
| Management And General | 4400 | ManagementAndGeneral |
| Fundraising | 621 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1249258 | Total |
| Program Services | 1165333 | ProgramServices |
| Management And General | 83304 | ManagementAndGeneral |
| Fundraising | 621 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91219 | BOY |
| EOY | 115518 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 358808 | BOY |
| EOY | 596443 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280085 | BOY |
| EOY | 222774 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2425 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15825796 | BOY |
| EOY | 17683709 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 406437 | BOY |
| EOY | 440560 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16964770 | BOY |
| EOY | 19059004 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356132 | BOY |
| EOY | 288005 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2122 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2314561 | BOY |
| EOY | 2681271 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2670693 | BOY |
| EOY | 2971398 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1774339 | BOY |
| EOY | 2780526 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3171662 | BOY |
| EOY | 3583034 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9348076 | BOY |
| EOY | 9724046 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14294077 | BOY |
| EOY | 16087606 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16964770 | BOY |
| EOY | 19059004 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 801930 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 991598 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1114804 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1904516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2193312 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2294015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1351335 | CurrentTaxYear |
| Total | 8857982 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1114804 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1904516 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2193312 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2294015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1351335 | CurrentTaxYear |
| Total | 8857982 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 959107 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7898875 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 373712 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 972626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 245803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -91009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 335381 | CurrentTaxYear |
| Total | 1836513 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10694495 | TotalSupport |
| Public Support Pertcentage170 | 0.73860 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75250 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 28804 | PoliticalExpenditures |
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 28804 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 28804 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1220453 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1249257 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 199926 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 49982 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 218361 | CurrentYearMinus2 |
| Current Year Minus1 | 279836 | CurrentYearMinus1 |
| Current Year | 199926 | CurrentYear |
| Total | 698123 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,047,185 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 27469 | CurrentYearMinus2 |
| Current Year Minus1 | 7724 | CurrentYearMinus1 |
| Current Year | 28804 | CurrentYear |
| Total | 63997 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 54590 | CurrentYearMinus2 |
| Current Year Minus1 | 69959 | CurrentYearMinus1 |
| Current Year | 49982 | CurrentYear |
| Total | 174531 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $261,797 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9348076 | BeginningOfYearBalance |
| Contributions | 247112 | Contributions |
| Investment Earnings Or Losses | 128858 | InvestmentEarningsOrLosses |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8857786 | BeginningOfYearBalance |
| Contributions | 484124 | Contributions |
| Investment Earnings Or Losses | 6166 | InvestmentEarningsOrLosses |
| End Of Year Balance | 9348076 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8384002 | BeginningOfYearBalance |
| Contributions | 347948 | Contributions |
| Investment Earnings Or Losses | 125836 | InvestmentEarningsOrLosses |
| End Of Year Balance | 8857786 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7748837 | BeginningOfYearBalance |
| Contributions | 573129 | Contributions |
| Investment Earnings Or Losses | 62036 | InvestmentEarningsOrLosses |
| End Of Year Balance | 8384002 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNIVERSITY FUNDS UNDER MANAGEMENT | $2,568,642 |
| LIABILITY FOR ANNUITIES | $112,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2681271 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 3042786 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 991598 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 991598 | RevenueNotRptdF990 |
| Revenue Subtotal | 2051188 | RevenueSubtotal |
| Total Revenue Per Form990 | 2051188 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1249258 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1249258 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1249258 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 232 | NumberOfRecipients |
| Amount Of Cash Grant | 320514 | AmountOfCashGrant |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS | Description |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 31588 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | VALUE SET BY DONORS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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. |
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | FORM 990, PAGE 1, PART I, LINE 6 | BOARD OF DIRECTOR MEMBERS AND VARIOUS COMMITTEE MEMBERS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| OTHER EXPENSES | FORM 990, PART IX, LINE 24E | CAPITAL OUTLAY TO ATU 57,542 0 0 AWARDS 50,745 0 0 INVESTMENT MANAGEMENT FEE 41,782 0 0 PRINTING 32,613 0 0 IN KIND EXPENSES 27,188 4,400 0 OTHER FEES AND SERVICES 22,342 0 0 ANNUITY BENEFITS 20,538 0 0 BOOKS AND EDUCATIONAL MAT 10,650 0 0 TAXES 6,097 0 0 BANK CHARGES 3,470 0 0 COMPUTERS AND COMPUTER EQ 2,233 0 0 POSTAGE 2,213 0 0 OFFICE SUPPLIES AND EXPEN 1,769 0 0 EDUCATIONAL EQUIPMENT 1,734 0 0 FUNDRAISING 0 0 621 REPAIRS 489 0 0 EVENT TICKETS 275 0 0 |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | ROUND 1 |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO SIGNIFICANT LOBBYING ACTIVITIES CARRIED ON IN EACH YEAR. | Explanation |
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