UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE: Form 990, tax year 2021
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- Organization
- UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE (EIN 20-2156951)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349309390
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T13:48:30-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710355269 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARK PLC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 10148 | AddressLine1Txt |
| City | FORT SMITH | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 729170148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202156951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARKANSAS WINTHROP | BusinessNameLine1Txt |
| Business Name Line2 | ROCKEFELLER INSTITUTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5017275435 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER DRIVE | AddressLine1Txt |
| City | MORRILTON | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN CATHEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5017275435 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHAWN | PersonFirstNm |
| Person Last | CATHEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEANA A INFIELD | PreparerPersonNm |
| PTIN | P00440603 | PTIN |
| Phone | 4794845740 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANET HARRIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER DRIVE | AddressLine1Txt |
| City | MORRILTON | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,099,592 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROCKEFELLERINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | AR | LegalDomicileStateCd |
| Activity Or Mission | WE CONTINUE WINTHROP ROCKEFELLER'S COLLABORATIVE APPROACH TO CREATING TRANSFORMATIONAL CHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 841 | TotalVolunteersCnt |
| Total Gross UBI | -$2,590 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,850,251 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,673,994 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $518,736 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $986,192 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,128 | PYInvestmentIncomeAmt |
| CY Investment Income | $407,168 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,677 | PYOtherRevenueAmt |
| CY Other Revenue | $15,376 | CYOtherRevenueAmt |
| PY Total Revenue | $2,581,792 | PYTotalRevenueAmt |
| CY Total Revenue | $3,082,730 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $55,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,723,879 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,823,008 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $125,114 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,206,863 | PYOtherExpensesAmt |
| CY Other Expenses | $2,465,403 | CYOtherExpensesAmt |
| PY Total Expenses | $5,985,742 | PYTotalExpensesAmt |
| CY Total Expenses | $6,343,411 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,403,950 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,260,681 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $171,902,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,979,621 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,458,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $560,563 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $170,443,655 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $158,419,058 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE CONTINUE WINTHROP ROCKEFELLER'S COLLABORATIVE APPROACH TO CREATING TRANSFORMATIONAL CHANGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,230,372 | ExpenseAmt |
| Grant | $55,000 | GrantAmt |
| Revenue | $1,000,009 | RevenueAmt |
| Desc | ORGANIZATION AND SETUP OF LODGING AND CONFERENCE ROOM FACILITIES USED FOR EDUCATIONAL PURPOSES ASSOCIATED WITH THE UNIVERSITY OF ARKANSAS SYSTEM. | Desc |
| Total Program Service Expenses | $5,230,372 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 82 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5017276218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER DRIVE | AddressLine1Txt |
| City | MORRILTON | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| DR STEPHANIE GARDNER | |||||||
| CHAIR & DIRECTOR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $387,618 | $40,298 |
| MS LISENNE ROCKEFELLER | |||||||
| SECRETARY AND DIRECTOR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR DEBORAH BALDWIN | |||||||
| VICE CHAIR AND DIRECTOR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $165,500 | $17,887 |
| CARLA MARTIN | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $163,200 | $24,435 | |
| RANDY VEACH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FREDDIE BLACK | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR MARK COCHRAN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB MCKUIN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR MATT WALLER | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $400,784 | $33,435 | |
| ALLISON BRUCKER | |||||||
| CORPORATE SECRETARY | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MANDY OSBURN | |||||||
| CHIEF FINANCIAL OFFICER | 0.00 | 0.00 | Yes (X) | $107,394 | $0 | $21,499 | |
| JANET HARRIS | |||||||
| EXECUTIVE DIRECTOR/CEO | 40.00 | 0.00 | Yes (X) | $135,255 | $0 | $18,312 | |
| SHAWN CATHEY | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARTA LOYD | |||||||
| EXECUTIVE DIRECTOR/CEO | 0.00 | 0.00 | Yes (X) | $202,402 | $0 | $21,405 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $445,051 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,117,102 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $177,271 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ONLINE TECHNOLOGIES INC | |||||
| 10307 MAUMELLE BLVD | NORTH LITTLE ROCK | AR | 72113 | AUDIO VISUAL SYSTEMS/EQUIPMENT | $365,636 |
| NABCO M&E INC | |||||
| 1750 S AMITY RD | CONWAY | AR | 72032 | CONSTRUCTION | $105,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,349,434 | GovernmentGrantsAmt |
| All Other Contributions | $324,560 | AllOtherContributionsAmt |
| Total Contributions | $1,673,994 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCES/LODGING | 611710 | $552,528 | $552,528 |
| FOOD | 611710 | $367,168 | $367,168 |
| FACILITATION | 611710 | $36,380 | $36,380 |
| OTHER | 611710 | $17,381 | $17,381 |
| WORKSHOPS | 611710 | $12,735 | $12,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $986,192 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $411,188 | TotalRevenueColumnAmt |
| Exclusion | $411,188 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129 | TotalRevenueColumnAmt |
| Exclusion | $129 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,837 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,837 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,837 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,820 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$4,020 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,020 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,452 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $12,042 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,590 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,590 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,082,730 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,000,009 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,590 | UnrelatedBusinessRevenueAmt |
| Exclusion | $411,317 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,000 | TotalAmt |
| Program Services | $55,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,275 | TotalAmt |
| Program Services | $113,609 | ProgramServicesAmt |
| Management And General | $215,001 | ManagementAndGeneralAmt |
| Fundraising | $36,665 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,636,063 | TotalAmt |
| Program Services | $2,369,988 | ProgramServicesAmt |
| Management And General | $220,970 | ManagementAndGeneralAmt |
| Fundraising | $45,105 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,945 | TotalAmt |
| Program Services | $226,265 | ProgramServicesAmt |
| Management And General | $41,497 | ManagementAndGeneralAmt |
| Fundraising | $6,183 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,275 | TotalAmt |
| Program Services | $286,862 | ProgramServicesAmt |
| Management And General | $42,413 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,450 | TotalAmt |
| Program Services | $184,785 | ProgramServicesAmt |
| Management And General | $29,110 | ManagementAndGeneralAmt |
| Fundraising | $4,555 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,516 | TotalAmt |
| Program Services | $11,240 | ProgramServicesAmt |
| Management And General | $31,438 | ManagementAndGeneralAmt |
| Fundraising | $838 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,224 | TotalAmt |
| Management And General | $110,224 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,328 | TotalAmt |
| Program Services | $87,490 | ProgramServicesAmt |
| Management And General | $489 | ManagementAndGeneralAmt |
| Fundraising | $3,349 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,308 | TotalAmt |
| Program Services | $26,291 | ProgramServicesAmt |
| Management And General | $85,731 | ManagementAndGeneralAmt |
| Fundraising | $2,286 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,394 | TotalAmt |
| Program Services | $2,155 | ProgramServicesAmt |
| Management And General | $239 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,880 | TotalAmt |
| Program Services | $55,067 | ProgramServicesAmt |
| Management And General | $7,335 | ManagementAndGeneralAmt |
| Fundraising | $478 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,148 | TotalAmt |
| Program Services | $752,691 | ProgramServicesAmt |
| Management And General | $30,343 | ManagementAndGeneralAmt |
| Fundraising | $10,114 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $392,634 | $214,794 | $162,415 | $15,425 |
| UTILITIES | $370,185 | $366,261 | $3,918 | $6 |
| REPAIRS & MAINTENANCE | $178,903 | $176,749 | $2,103 | $51 |
| FOOD SERVICE | $174,529 | $172,428 | $2,073 | $28 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,354 | TotalAmt |
| Program Services | $128,697 | ProgramServicesAmt |
| Management And General | $2,626 | ManagementAndGeneralAmt |
| Fundraising | $31 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,343,411 | TotalAmt |
| Program Services | $5,230,372 | ProgramServicesAmt |
| Management And General | $987,925 | ManagementAndGeneralAmt |
| Fundraising | $125,114 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,100 | BOYAmt |
| EOY | $1,950 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,428,424 | BOYAmt |
| EOY | $3,633,786 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,654 | BOYAmt |
| EOY | $75,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,217 | BOYAmt |
| EOY | $601,985 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,093 | BOYAmt |
| EOY | $11,631 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,207 | BOYAmt |
| EOY | $37,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,000,823 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,646,301 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,933,130 | BOYAmt |
| EOY | $13,354,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,810,815 | BOYAmt |
| EOY | $141,263,694 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,902,640 | BOYAmt |
| EOY | $158,979,621 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,512 | BOYAmt |
| EOY | $560,563 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $967,473 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,458,985 | BOYAmt |
| EOY | $560,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,097,031 | BOYAmt |
| EOY | $35,477,970 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,346,624 | BOYAmt |
| EOY | $122,941,088 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,443,655 | BOYAmt |
| EOY | $158,419,058 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,902,640 | BOYAmt |
| EOY | $158,979,621 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,260,681 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,545,624 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$218,292 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARKANSAS SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 716003252 | EIN |
| Organization Type | 6 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $109,000 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $109,000 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,554,430 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$7,949,602 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,758,000 | OtherExpendituresAmt |
| Administrative Expenses | $109,910 | AdministrativeExpensesAmt |
| End Year Balance | $131,736,918 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,074,346 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $40,180,633 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,600,000 | OtherExpendituresAmt |
| Administrative Expenses | $100,549 | AdministrativeExpensesAmt |
| End Year Balance | $144,554,430 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $111,708,075 | BeginningYearBalanceAmt |
| Contributions | $519,596 | ContributionsAmt |
| Investment Earnings Or Losses | $1,544,752 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,600,000 | OtherExpendituresAmt |
| Administrative Expenses | $98,077 | AdministrativeExpensesAmt |
| End Year Balance | $109,074,346 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $109,095,150 | ContributionsAmt |
| Investment Earnings Or Losses | $4,912,925 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,300,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $111,708,075 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06983 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93017 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,138,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,602,565 | DepreciationAmt |
| Book Value | $10,535,495 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,629,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,038,430 | DepreciationAmt |
| Book Value | $2,590,818 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $233,515 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,306 | DepreciationAmt |
| Book Value | $228,209 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,354,522 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PERMANENTLY ENDOWED - BENEFICIAL INTERESTS IN NET ASSETS HELD BY OTHERS | $122,538,021 |
| OTHER ENDOWED ASSETS - BENEFICIAL INTERESTS IN NET ASSETS HELD BY OTHERS | $9,198,897 |
| NET BOOK VALUE OF GOVERNOR WINTHROP ROCKEFELLER CHARITABLE CORPORATION PP&E | $9,038,093 |
| CONSTRUCTION IN PROGRESS | $488,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $141,263,694 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$5,573,118 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,545,624 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$8,545,624 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,972,506 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $110,224 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $110,224 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,082,730 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,451,479 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $218,292 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $218,292 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,233,187 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $110,224 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $110,224 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,343,411 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE GENERAL PURPOSE OF THE ENDOWMENT FUNDS SHALL BE TO SUPPORT THE UNIVERSITY OF ARKANSAS SYSTEM IN ITS MISSION BY MEANS OF THE "INSTITUTE PROGRAM" CONDUCTED BY, OR IN CONJUNCTION WITH, THE UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE IN A MANNER CONSISTENT WITH AND IN FURTHERANCE OF THE BROAD PHILANTHROPIC INTERESTS OF GOVERNOR WINTHROP ROCKEFELLER. |
| PART X, LINE 2: | THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND A SIMILAR SECTION OF STATE LAW. ACCOUNTING STANDARDS REQUIRE THE ENTITY TO EVALUATE TAX POSITIONS AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THEY HAVE TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE INSTITUTE HAS ANALYZED THE TAX POSITIONS TAKEN AND HAVE CONCLUDED THAT AS OF JUNE 30, 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT REQUIRE THE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE INSTITUTE MAY BE SUBJECT TO AUDIT BY THE INTERNAL REVENUE SERVICE, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN NET ASSETS OF GOVERNOR WINTHROP ROCKEFELLER CHARITABLE CORPORATION 218,292. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARKANSAS COMMUNITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 ALLIED DRIVE NO 51110 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521055743 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $55,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | FUNDING FOR CONWAY CO. SCHOOL COUNTS, SCHOLARSHIP ENDOWMENT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ON BEHALF OF THE CONWAY CO. SCHOOL COUNTS SCHOLARSHIP ENDOWMENT ARE DISTRIBUTED IN ACCORDANCE WITH THE TERMS OF THE GRANT AGREEMENT | 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MATT WALLER | ||||||||||||||
| DIRECTOR | $0 | $400,784 | $0 | $0 | $0 | $0 | $0 | $23,132 | $0 | $10,303 | $0 | $434,219 | $0 | $0 |
| DR STEPHANIE GARDNER | ||||||||||||||
| CHAIR & DIRECTOR | $0 | $387,618 | $0 | $0 | $0 | $0 | $0 | $25,821 | $0 | $14,477 | $0 | $427,916 | $0 | $0 |
| MARTA LOYD | ||||||||||||||
| EXECUTIVE DIRECTOR/CEO | $202,402 | $0 | $0 | $0 | $0 | $0 | $21,277 | $0 | $128 | $0 | $223,807 | $0 | $0 | $0 |
| CARLA MARTIN | ||||||||||||||
| DIRECTOR | $0 | $163,200 | $0 | $0 | $0 | $0 | $0 | $16,320 | $0 | $8,115 | $0 | $187,635 | $0 | $0 |
| DR DEBORAH BALDWIN | ||||||||||||||
| VICE CHAIR AND DIRECTOR | $0 | $165,500 | $0 | $0 | $0 | $0 | $0 | $8,413 | $0 | $9,474 | $0 | $183,387 | $0 | $0 |
| JANET HARRIS | ||||||||||||||
| EXECUTIVE DIRECTOR/CEO | $135,255 | $0 | $0 | $0 | $0 | $0 | $14,115 | $0 | $4,197 | $0 | $153,567 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ONSITE HOUSING IS PROVIDED FOR THE EXECUTIVE DIRECTOR, WHO NEEDS TO BE AVAILABLE AT THE FACILITY DURING ALL HOURS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR, CFO, CONTROLLER, AND THE BOARD OF DIRECTORS REVIEW THE FORM 990 WITH THE AUDITORS UPON ITS COMPLETION BUT PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE SCHEDULED FOR ANNUAL SUBMISSION AND REVIEW. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, A CONCERNED PERSON MUST DISCLOSE THE EXISTENCE OF THE POTENTIAL CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE MEMBERS OF THE EXECUTIVE COMMITTEE ("COMMITTEE") WITH GOVERNING BOARD DELEGATED POWERS TO CONSIDER THE EXISTING OR PROPOSED TRANSACTION OR ARRANGEMENT. IF THE COMMITTEE DETERMINES THERE IS A CONFLICT OF INTEREST WITH ANY OF THE DISCLOSURES, THE AUDIT COMMITTEE CHAIR WILL BE MADE AWARE. |
| FORM 990, PART VI, SECTION B, LINE 15 | PERFORMANCE EVALUATIONS ARE CONDUCTED ON AN ANNUAL BASIS. THE PERFORMANCE EVALUATION IS COMPLETED BY THE EMPLOYEE'S SUPERVISOR. PRIOR TO BEING PRESENTED TO THE EMPLOYEE FOR DISCUSSION, IT IS REVIEWED BY THE SENIOR MANAGER. A COPY OF THE REVIEWED EVALUATION IS GIVEN TO THE SUPERVISOR AND A MEETING IS SCHEDULED TO DISCUSS WITH THE EMPLOYEE. ONCE THE MEETING IS COMPLETE, THE EVALUATION MUST BE SIGNED BY THE EMPLOYEE AND SUPERVISOR. IT IS THEN FORWARDED TO THE HR DEPARTMENT FOR PROCESSING. ANNUAL PERFORMANCE EVALUATIONS ARE GENERALLY SCHEDULED FOR JANUARY OF EVERY YEAR. RAISES, IF APPROVED AND MERITED, GO INTO EFFECT JULY OF EVERY YEAR. THE EXECUTIVE DIRECTOR IS ELIGIBLE FOR AN ANNUAL RAISE. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW WITH THE EXECUTIVE DIRECTOR. THE CHAIRPERSON OF THE BOARD PRESENTS A PAY INCREASE PROPOSAL FOR THE EXECUTIVE DIRECTOR, IF WARRANTED. UPON APPROVAL BY THE BOARD, THE PAY INCREASE IS PUT INTO EFFECT PER THE BOARD'S INSTRUCTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST. DOCUMENTS AVAILABLE: ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, 501 (C)(3) DETERMINATION LETTER, APPLICATION FOR RECOGNITION OF EXEMPTION, FORM 990 AND 990T. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS OF GOVERNOR WINTHROP ROCKEFELLER CHARITABLE CORP -218,292. |
| FORM 990, PART XII, LINE 2C | THE PROCESS OF REVIEWING THE FORM 990 HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF ARKANSAS | |||||||||
| 2404 N UNIVERSITY AVENUE | LITTLE ROCK | AR | 72207 | 716003252 | UNIVERSITY | AR | 501 (C)(3) | 170(B)(1)(A)(II) | 0 |
| GOVERNOR WINTHROP ROCKEFELLER CHARITABLE CORPORATION | |||||||||
| 1 ROCKEFELLER DRIVE | MORRILTON | AR | 72210 | 470863973 | TRUST | AR | 501 (C)(3) | PF | 0 |
| UNIVERSITY OF ARKANSAS FOUNDATION INC | |||||||||
| 535 RESEARCH CENTER BLVD NO 120 | FAYETTEVILLE | AR | 72701 | 716056774 | FOUNDATION | AR | 501 (C)(3) | 170(B)(1)(A)(IV) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMORROW'S INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ROCKEFELLER DRIVE | AddressLine1Txt |
| City | MORRILTON | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204914164 | EIN |
| Primary Activities | BEVERAGE SALES | PrimaryActivitiesTxt |
| Legal Domicile State | AR | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARKANSAS SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $109,000 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL | MethodOfAmountDeterminationTxt |