2025-07-01T09:11:03-05:00 2024-06-30 710355269 LANDMARK PLC CPAS 3101 S 70TH STREET FORT SMITH AR 72903 990 2023-07-01 202156951 UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE UNIV 5017275435 1 ROCKEFELLER DRIVE MORRILTON AR 72110 SHAWN CATHEY CFO 5017275435 2025-06-26 1 0 DEANA A INFIELD P00440603 4794845740 2025-06-26 2023 2025-03-06 01:10:19Z JANET HARRIS 1 ROCKEFELLER DRIVE MORRILTON AR 72110 3789174 0 X WWW.ROCKEFELLERINSTITUTE.ORG X 2005 AR WE CONTINUE WINTHROP ROCKEFELLER'S COLLABORATIVE APPROACH TO CREATING TRANSFORMATIONAL CHANGE. 9 4 93 272 0 0 2356799 840595 1733253 1720055 760153 1204693 21479 23831 4871684 3789174 55000 55000 0 0 3012106 3040405 0 0 206361 4465705 4524265 7532811 7619670 -2661127 -3830496 160612336 171924068 514487 564404 160097849 171359664 WE CONTINUE WINTHROP ROCKEFELLER'S COLLABORATIVE APPROACH TO CREATING TRANSFORMATIONAL CHANGE. 0 0 6312156 55000 1743785 ORGANIZATION AND SETUP OF LODGING AND CONFERENCE ROOM FACILITIES USED FOR EDUCATIONAL PURPOSES ASSOCIATED WITH THE UNIVERSITY OF ARKANSAS SYSTEM. 6312156 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 23 0 1 93 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR X THE ORGANIZATION 5017276218 1 ROCKEFELLER DRIVE MORRILTON AR 72110 DR STEPHANIE GARDNER DIRECTOR 1.00 40.00 X 0 422632 39016 MS LISENNE ROCKEFELLER SECRETARY AND DIRECTOR 1.00 X X 0 0 0 DR DEBORAH BALDWIN CHAIR AND DIRECTOR 1.00 40.00 X X 0 45499 0 CARLA MARTIN DIRECTOR 1.00 40.00 X 0 163200 30015 FREDDIE BLACK VICE CHAIR AND DIRECTOR 1.00 X X 0 0 0 BOB MCKUIN DIRECTOR 1.00 X 0 0 0 DR DEACUE FIELDS DIRECTOR 1.00 40.00 X 0 340000 45370 GUS VRATSINAS DIRECTOR 1.00 X 0 0 0 LISA WILLENBERG DIRECTOR 1.00 40.00 X 0 197136 39441 ALLISON BRUCKER CORPORATE SECRETARY 40.00 X 0 0 0 JANET HARRIS EXECUTIVE DIRECTOR/CEO 40.00 X 191875 0 24352 SHAWN CATHEY CORPORATE TREASURER 40.00 X 148955 0 26704 JAMES CARDER HAWKINS CHIEF STRATEGY OFFICER 40.00 X 159984 0 0 LADONNA COLE CONTROLLER 40.00 X 87392 0 19404 588206 1168467 224302 3 0 1 0 BELMAR CLOUD CONSULTING CORP 700 S ROSEMARY AVE SUITE 204 WEST PALM BEACH FL 33401 SALESFORCE SOFTWARE IMPLEMENTATION SERVI 264420 1 800000 40595 840595 CONFERENCES/LODGING 611710 883812 883812 FOOD 611710 704193 704193 FACILITATION 611710 66553 66553 WORKSHOPS 611710 43524 43524 OTHER 611710 21973 21973 1720055 1204693 1204693 101 101 23730 0 23730 23730 23730 3789174 1743785 0 1204794 55000 55000 588205 135287 441154 11764 1688769 1502505 54743 131521 322962 252488 62996 7478 149215 116654 29106 3455 291254 227699 56811 6744 63887 23211 39619 1057 125877 125877 66562 52895 49 13618 29763 26943 2820 51638 44568 6449 621 838804 796623 31636 10545 DIRECT EXPENSES 2006393 2003064 3329 MISCELLANEOUS 651575 475895 165155 10525 UTILITIES 323267 320034 3233 REPAIRS & MAINTENANCE 138167 135776 2312 79 228332 143514 78684 6134 7619670 6312156 1101153 206361 1850 1749 3703845 3243921 471011 445197 15769 18421 44636 78518 23201469 10550283 13070583 12651186 143304642 155485076 160612336 171924068 514487 564404 514487 564404 X 34952072 35343592 125145777 136016072 160097849 171359664 160612336 171924068 X -3830496 15310603 -218292 X X 0 1 X 1 0 X X 1 UNIVERSITY OF ARKANSAS SYSTEM 716003252 6 1 0 201000 1 0 201000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134351249 17238491 4950000 125877 146513863 131736918 7533831 4800000 119499 134351249 144554430 -7949602 4758000 109910 131736918 109074346 40180633 4600000 100549 144554430 111708075 519596 1544752 4600000 98077 109074346 0.08046 0.91954 0 1 1 20979434 9527453 11451981 1988520 1010158 978362 233515 12672 220843 12651186 PERMANENTLY ENDOWED - BENEFICIAL INTERESTS IN NET ASSETS HELD BY OTHERS 134738478 OTHER ENDOWED ASSETS - BENEFICIAL INTERESTS IN NET ASSETS HELD BY OTHERS 11810328 NET BOOK VALUE OF GOVERNOR WINTHROP ROCKEFELLER CHARITABLE CORPORATION PP&E 8601509 CONSTRUCTION IN PROGRESS 334761 155485076 X 18973900 15310603 15310603 3663297 125877 125877 3789174 7712085 218292 218292 7493793 125877 125877 7619670 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, 2023, 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. 1 ARKANSAS COMMUNITY FOUNDATION 5 ALLIED DRIVE NO 51110 LITTLE ROCK AR 72202 521055743 501(C)(3) 55000 0 FUNDING FOR CONWAY CO. SCHOOL COUNTS, SCHOLARSHIP ENDOWMENT 1 PART I, LINE 2: GRANTS ON BEHALF OF THE CONWAY CO. SCHOOL COUNTS SCHOLARSHIP ENDOWMENT ARE DISTRIBUTED IN ACCORDANCE WITH THE TERMS OF THE GRANT AGREEMENT X 1 1 X 0 0 0 0 0 0 0 0 0 DR STEPHANIE GARDNER DIRECTOR 0 422632 0 0 0 0 0 33000 0 6016 0 461648 0 0 DR DEACUE FIELDS DIRECTOR 0 340000 0 0 0 0 0 32300 0 13070 0 385370 0 0 LISA WILLENBERG DIRECTOR 0 197136 0 0 0 0 0 29721 0 9720 0 236577 0 0 JANET HARRIS EXECUTIVE DIRECTOR/CEO 191875 0 0 0 0 0 19704 0 4648 0 216227 0 0 0 CARLA MARTIN DIRECTOR 0 163200 0 0 0 0 0 16400 0 13615 0 193215 0 0 SHAWN CATHEY CORPORATE TREASURER 148955 0 0 0 0 0 15495 0 11209 0 175659 0 0 0 JAMES CARDER HAWKINS CHIEF STRATEGY OFFICER 159984 0 0 0 0 0 0 0 0 0 159984 0 0 0 PART I, LINE 1A ONSITE HOUSING IS PROVIDED WHEN NEEDED FOR THE EXECUTIVE DIRECTOR IF SHE NEEDS TO BE AVAILABLE AT THE FACILITY DURING ALL HOURS. 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 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. 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 TOMORROW'S INC 1 ROCKEFELLER DRIVE MORRILTON AR 72110 204914164 BEVERAGE SALES AR C 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 UNIVERSITY OF ARKANSAS SYSTEM L 201000 ACTUAL GOVERNOR WINTHROP ROCKEFELLER CHARITABLE CORPORATION C 800000 ACTUAL