EXECUTIVE VICE PRESIDENT

2011-09-26T17:28:57-05:00 2011-06-30 SHOPTAW LABAHN & COMPANY PA 915 W MAIN STREET SUITE B RUSSELLVILLE AR 72801 990 2010-07-01 710561120 ARKANSAS TECH UNIVERSITY FOUNDATION ARKA 4799680400 BOX 8820 RUSSELLVILLE AR 72811 JAYNE JONES EXECUTIVE VICE PRESIDENT 4799680400 2011-08-25 true JOHN W SHOPTAW 4799673600 2011-08-25 2010 2016-03-07 17:11:31Z 3842302 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. 45 45 0 0 1904517 2193312 0 972626 781983 867007 2877143 3842302 440407 410751 0 215406 178317 0 8060 1359636 1062909 2015449 1651977 861694 2190325 14777101 17329137 2279626 2641337 12497475 14687800 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 1541688 410751 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. 1541688 true true false true false false false false false true false false 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 false false false false false false false false false false true 45 0 true 0 false false false false true true false X 45 45 false false false false false false false true true false false false true true true true true false false false X REGINA BURRIS 4799640895 BOX 8820 RUSSELLVILLE AR 72801 X PAM CARR DIRECTOR X 0 0 0 JUDY LAWTON DIRECTOR X 0 0 0 BRYANT RICHARDSON DIRECTOR X 0 0 0 DELORES THORNSBERRY DIRECTOR X 0 0 0 JIM TULL DIRECTOR X 0 0 0 BOB VEACH DIRECTOR X 0 0 0 TERY BASKIN DIRECTOR X 0 0 0 ROBERT SHOPTAW DIRECTOR X 0 0 0 TRACEY GEREN DIRECTOR X 0 0 0 FRANK WARD DIRECTOR X 0 0 0 BENNY HARRIS DIRECTOR X 0 0 0 MELANIE KENNEDY DIRECTOR X 0 0 0 PHILLIP COX DIRECTOR X 0 0 0 DANNY LOVELADY DIRECTOR X 0 0 0 CURTIS WRIGHT DIRECTOR X 0 0 0 JARED WOOD DIRECTOR X 0 0 0 LEE LANE DIRECTOR X 0 0 0 MAXIE MATHIS III DIRECTOR X 0 0 0 J FRANK MERRITT DIRECTOR X 0 0 0 MARLENE PFEIFER DIRECTOR X 0 0 0 WILLIAM R PLEGGE DIRECTOR X 0 0 0 ROBERT DUNN DIRECTOR X 0 0 0 JOAN HARPER DIRECTOR X 0 0 0 JANICE SUTTON DIRECTOR X 0 0 0 RON BAILEY DIRECTOR X 0 0 0 MICHAEL DONNELL DIRECTOR X 0 0 0 RICHARD PEEL DIRECTOR X 0 0 0 BILL PETERS DIRECTOR X 0 0 0 STEPHANIE MATHIS DIRECTOR X 0 0 0 JOE SCHLUTERMAN DIRECTOR X 0 0 0 MELISSA HALL DIRECTOR X 0 0 0 CHARLES P GORDON DIRECTOR X 0 0 0 false false false 2193312 15170 2193312 245803 245803 536180 536180 536180 536180 UNREALIZED ASSET APPRECIATION 867007 867007 867007 3842302 1648990 410751 410751 128317 62557 65760 50000 50000 4000 4000 27469 27469 8060 8060 1200 1200 59745 59745 17872 17872 57930 57930 CAPITAL OUTLAY TO ATU 329651 329651 DEPARTMENTAL SUPPLIES 122682 122682 PROFESSIONAL FEES 107553 107553 FOOD AND ENTERTAINMENT 82979 82979 PRINTING 40902 40902 202866 197866 5000 1651977 1541688 102229 8060 85512 13087 789799 699796 186548 152146 21338 13397323 16018141 317919 424629 14777101 17329137 258167 273485 1020 3540 2020439 2364312 2279626 2641337 X 817718 2003758 3295755 3826256 8384002 8857786 12497475 14687800 14777101 17329137 2190325 X false true true X X 1608162 2835019 1114804 1904516 2193312 9655813 1608162 2835019 1114804 1904516 2193312 9655813 1685377 7970436 409449 426440 373712 972626 245803 2428030 12083843 0.65960 0.73270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 27469 27469 1406141 1433610 218361 54590 false 218361 218361 327542 27469 27469 54590 54590 81885 false false false false false false false false false false false false false false false false false false false false false 8384002 347948 125836 8857786 7748837 573129 62036 8384002 7787051 8008 -46222 7748837 1.00000 false false false UNIVERSITY FUNDS UNDER MANAGEMENT 2238607 LIABILITY FOR ANNUITIES 125705 2364312 3842302 1651977 2190325 2190325 3842302 3842302 3842302 1651977 1651977 1651977 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 PERMANENTLY RESTRICTED NET ASSETS YIELD INVESTMENT INCOME USED FOR THE REIMBURSEMENT OF SCHOLARSHIPS AND OTHER EXPENSES OF ARKANSAS TECH UNIVERSITY. false SCHOLARSHIP ASSISTANCE 410751 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 24F AWARDS 38,506 INVESTMENT MANAGEMENT FEE 37,392 OTHER FEES AND SERVICES 31,793 ANNUITY BENEFITS 22,387 TAXES 17,990 IN KIND EXPENSES 15,170 COMPUTERS AND COMPUTER EQ 13,659 EDUCATIONAL EQUIPMENT 9,928 BOOKS AND EDUCATIONAL MAT 8,066 BANK CHARGES 3,534 OFFICE SUPPLIES AND EXPEN 2,091 POSTAGE 1,405 REPAIRS 396 EVENT TICKETS 380 FACILITY USAGE 169 NO SIGNIFICANT LOBBYING ACTIVITIES CARRIED ON IN EACH YEAR.