2022-03-08T17:24:26-06:00 2021-06-30 710355269 LANDMARK PLC CPAS P O BOX 10148 FORT SMITH AR 729170148 990 2020-07-01 237408227 UNIVERSITY OF AR FT SMITH FOUNDATIONINC UNIV 4797887051 PO BOX 3649 FORT SMITH AR 72913 LAURA LEHNEN DIRECTOR OF FOUNDATION FINANCE & OP 4797887051 2022-03-07 1 LAURA LEHNEN 999009999 DEANA A INFIELD P00440603 4794845740 2022-03-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LAURA LEHNEN PO BOX 3649 FORT SMITH AR 72913 161048518 0 X WWW.UAFORTSMITHFOUNDATION.ORG X 1974 AR TO BENEFIT AND CARRY OUT PURPOSES OF THE UNIVERSITY OF ARKANSAS AT FORT SMITH 27 27 0 27 0 0 2335315 9658646 0 0 2712425 31702953 4160 8747 5051900 41370346 3102138 2634201 0 0 0 0 25000 120184 341623 658428 760531 3785566 3514916 1266334 37855430 100423474 131577858 856509 882282 99566965 130695576 TO BENEFIT AND CARRY OUT PURPOSES OF THE UNIVERSITY OF ARKANSAS AT FORT SMITH 0 0 1748388 1748388 UNIVERSITY OF ARKANSAS FORT SMITH FOUNDATION, INC PROVIDED 1,303 SCHOLARSHIPS TO THE UNIVERSITY OF ARKANSAS AT FORT SMITH. 781577 781577 ACADEMIC SUPPORT THAT INCLUDES $48,401 TO PURCHASE LIBRARY RENOVATIONS AND HOLDINGS, $197,490 TO FUND CAPITAL PROJECTS, AND $535,686 FOR FACULTY PROFESSORSHIPS AND CHAIRS, SPONSORSHIP OF VARIOUS CULTURAL EVENTS, SUPPORT OF MAYMESTER PROGRAMS AND VARIOUS CONTRIBUTED NON-CAPITAL ASSETS. 104236 104236 GENERAL OPERATIONS SUPPORT TO THE UNIVERSITY 2634201 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 16 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 1 1 X LAURA LEHNEN 4797887039 5210 GRAND AVENUE FORT SMITH AR 72901 BENJAMIN J SHIPLEY III DIRECTOR 2.00 X 0 0 0 BILL HANNA DIRECTOR 2.00 X 0 0 0 CARL DAVIS DIRECTOR 2.00 X 0 0 0 DAVID CRAVENS TREASURER 2.00 X X 0 0 0 DOUGLAS BABB VICE CHAIR 2.00 X X 0 0 0 DR REBECCA FLECK SECRETARY 2.00 X X 0 0 0 DWIGHT CURRY DIRECTOR 2.00 X 0 0 0 GEORGE T JACKSON III DIRECTOR 2.00 X 0 0 0 JASON GREEN DIRECTOR 2.00 X 0 0 0 KIM WOHLFORD DIRECTOR 2.00 X 0 0 0 LEO ANHALT DIRECTOR 2.00 X 0 0 0 LYN CASELMAN DIRECTOR 2.00 X 0 0 0 MICHAEL HADLEY DIRECTOR 2.00 X 0 0 0 RICK BEAUCHAMP DIRECTOR 2.00 X 0 0 0 ROBERT A YOUNG III DIRECTOR 2.00 X 0 0 0 BRICE JONES DIRECTOR 2.00 X 0 0 0 STANHOPE WILKINSON DIRECTOR 2.00 X 0 0 0 STEVE CLARK DIRECTOR 2.00 X 0 0 0 TIM SHIELDS CHAIR 2.00 X X 0 0 0 WILLIAM J COOPER DIRECTOR 2.00 X 0 0 0 DREW HARMON DIRECTOR 2.00 X 0 0 0 REBECCA HURST DIRECTOR 2.00 X 0 0 0 DR STEVE FELIX-BELINGA DIRECTOR 2.00 X 0 0 0 KEN KILGORE DIRECTOR 2.00 X 0 0 0 JAMES RICHARDSON DIRECTOR 2.00 X 0 0 0 DR BRENDA YELVINGTON DIRECTOR 2.00 X 0 0 0 FRANK HUG JR DIRECTOR 2.00 X 0 0 0 BLAKE RICKMAN EXECUTIVE DIRECTOR & VC INST ADVANCEMENT 1.00 40.00 X 0 151788 24823 GEORGIA HALE PROVOST/CHIEF ACADEMIC OFFICER 1.00 40.00 X 0 183415 23291 DR TERISA RILEY CHANCELLOR 1.00 40.00 X 0 336226 24834 DR LEE KREHBIEL VC FOR STUDENT AFFAIRS 1.00 40.00 X 0 159947 28000 DR KENNETH WARDEN DEAN 1.00 40.00 X 0 150588 22489 DR MARGARET TANNER ASSOCIATE PROVOST 1.00 40.00 X 0 158688 24877 DR BILEAU BHASIN PROFESSOR 1.00 40.00 X 0 149347 15467 0 1289999 163781 0 0 1 0 EAB GLOBAL INC 2445 M ST NW WASHINGTON DC 20037 MARKETING AND DATA ANALYTICS 120184 1 9658646 19265 9658646 2405322 2405322 148975803 119678172 29297631 29297631 29297631 OTHER REVENUES 900099 8747 8747 8747 41370346 8747 0 31702953 2634201 2634201 120184 120184 312360 312360 149497 97524 51973 78312 78312 17192 8750 8442 26669 4007 22662 12013 12013 5061 5061 14456 2996 11460 9842 675 9167 ANNUITY OBLIGATIONS 106642 106642 SUBSCRIPTIONS AND DUES 28487 6138 22349 3514916 2634201 539092 341623 1153751 8635779 51 450 9541 9541 9541 98921478 122525220 338653 406868 100423474 131577858 50206 85816 806303 796466 856509 882282 X 17068832 23240646 82498133 107454930 99566965 130695576 100423474 131577858 37855430 -6726819 0 X X 0 1 X 1 0 X 1532739 1993693 1755685 992109 2943540 9217766 1119464 999258 855698 1016941 1067334 5058695 2652203 2992951 2611383 2009050 4010874 14276461 14276461 5809048 4533707 3898713 2704421 2405322 19351211 11608 10279 8466 4160 8747 43260 33670932 0.42400 0.40040 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ENDOWMENT GRANT DATE: 05/07/21 AMOUNT: 6849075. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 45187 0 0 0 0 0 0 45187 0 PART II-B, LINE 1: ADVERTISEMENTS RELATED TO SALES TAX RENEWAL VOTE IN SEBASTIAN COUNTY THAT BENEFITTED THE UNIVERSITY OF ARKANSAS AT FORT SMITH. 84960188 8302742 20621790 1613710 1626259 110644751 83733320 1832024 2456952 979273 2082835 84960188 83118008 1064114 2646500 1425978 1669324 83733320 73412768 7236583 5106739 1479024 1899910 83118008 66217243 1134477 8845119 1217790 1566281 73412768 0.12000 0.88000 0 0 9541 9541 9541 ANNUITY OBLIGATIONS 781742 ACCOUNTS PAYABLE - UAFS 14724 796466 X 35398501 -6726819 1067334 -5659485 41057986 312360 312360 41370346 4269890 1067334 1067334 3202556 312360 312360 3514916 PART V, LINE 4: THE FOUNDATION INTENDS TO KEEP THE TRUE ENDOWMENT FUNDS INVESTED IN PERPETUITY AND USE A PORTION OF THE EARNINGS OFF THESE ENDOWMENTS TO HELP FURTHER THE EDUCATIONAL MISSION OF THE COLLEGE THROUGH SCHOLARSHIPS, EQUIPMENT, PROFESSORSHIPS AND CHAIR POSITIONS, AND VARIOUS OTHER SUPPORT. PART X, LINE 2: THE FOUNDATION QUALIFIES AS AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT SUBJECT TO TAX AT THE ENTITY LEVEL FOR FEDERAL TAX PURPOSES. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF FASB CODIFICATION TOPIC INCOME TAXES. FASB CODIFICATION TOPIC INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND REQUIRES THE FOUNDATION TO RECOGNIZE IN THEIR FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UNDER AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ASSESSED THE TAX POSITIONS OF THE FOUNDATION AND DETERMINED THAT NO POSITIONS EXIST THAT REQUIRE ADJUSTMENT OR DISCLOSURE UNDER THE PROVISIONS OF FASB CODIFICATION TOPIC INCOME TAXES. THE FOUNDATION FILES INFORMATIONAL "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX" (FORM 990) IN THE U.S. FEDERAL JURISDICTION AND DOES NOT FILE ANY STATE RETURNS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 LESS THAN 1% OWNERSHIP IN PASSIVE FOREIGN INVESTMENT COMPANY & FOREIGN PARTNERSHIP;LISTTOTAL 2123140 2925854 0 0 0 0 0 0 2925854 0 2925854 0 0 0 1 1 0 PART III ACCOUNTING METHOD: X X 1 EAB MARKETING SERVICES 1920 EAST PARHAM ROAD RICHMOND VA 23228 DATA ANALYTICS AND SOLICITATION MATERIALS 0 0 120184 0 120184 1 UNIVERSITY OF ARKANSAS FORT SMITH PO BOX 3649 FORT SMITH AR 72913 710394794 115 2634201 LIBRARY, SCHOLARSHIP, EQUIPMENT, AND OTHER. PART I, LINE 2: THE USE OF FUNDS IS MONITORED VIA THE ACCOUNTS PAYABLE PROCESS. ALL FUNDS DISBURSED ARE REVIEWED FOR COMPLIANCE WITH DONOR INTENT. X X X 1 1 0 0 0 0 0 0 0 0 0 DR TERISA RILEY CHANCELLOR 0 336226 0 0 0 0 0 20688 0 4146 0 361060 0 0 GEORGIA HALE PROVOST/CHIEF ACADEMIC OFFICER 0 183415 0 0 0 0 0 18727 0 4564 0 206706 0 0 DR LEE KREHBIEL VC FOR STUDENT AFFAIRS 0 159947 0 0 0 0 0 16726 0 11274 0 187947 0 0 DR MARGARET TANNER ASSOCIATE PROVOST 0 158688 0 0 0 0 0 16646 0 8231 0 183565 0 0 BLAKE RICKMAN EXECUTIVE DIRECTOR & VC INST ADVANCE 0 151788 0 0 0 0 0 13549 0 11274 0 176611 0 0 DR KENNETH WARDEN DEAN 0 150588 0 0 0 0 0 15453 0 7036 0 173077 0 0 DR BILEAU BHASIN PROFESSOR 0 149347 0 0 0 0 0 14989 0 478 0 164814 0 0 PART I, LINE 1A DR. TERISA RILEY AS CHANCELLOR OF THE UNIVERSITY IS PROVIDED WITH HOUSING AND A DISCRETIONARY SPENDING ACCOUNT BY THE FOUNDATION. X 1 7300 FAIR MARKET VALUE X 100 FAIR MARKET VALUE X 1 2000 FAIR MARKET VALUE X 50 750 FAIR MARKET VALUE X GUITARS 1 6469 FAIR MARKET VALUE X VARIOUS TOOLS & EQUIPMENT 4 1000 REMAINING BOOK VALUE X PRINTING SERVICES 1 733 FAIR MARKET VALUE X GIFT CARDS 1 600 FAIR MARKET VALUE X HOTEL 3 313 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION, DIRECTOR OF FOUNDATION FINANCE AND OPERATIONS, AND THE AUDIT COMMITTEE REPRESENTING THE FOUNDATION BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED TO ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: 1. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. 2. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATION CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS OF REVIEWING 990 HAS NOT CHANGED FROM PRIOR YEAR. UNIVERSITY OF ARKANSAS FORT SMITH PO BOX 3649 FORT SMITH AR 72913 710394794 HIGHER EDUCATION AR 115 170(B)(1) (A)(IV) N/A 0 0 1 0 0 1 0 0 0 1 0 1 1 1 1 1 1 0 1 1 UNIVERSITY OF ARKANSAS AT FORT SMITH B 2634201 ACTUAL COST UNIVERSITY OF ARKANSAS AT FORT SMITH E 14724 ACTUAL COST UNIVERSITY OF ARKANSAS AT FORT SMITH L 341623 ACTUAL COST UNIVERSITY OF ARKANSAS AT FORT SMITH O 1067334 ACTUAL COST