2015-10-13T07:29:50-05:00 2015-06-30 710598221 HOWLAND & NORRIS CPA'S 401 W CAPITOL SUITE 501 LITTLE ROCK AR 72201 990 2014-07-01 710236867 UNIVERSITY OF THE OZARKS UNIV 4799791000 415 N COLLEGE AVE CLARKSVILLE AR 728302880 JEFF SCACCIA VP FOR FINANCE AND ADMIN 4799791000 2015-10-06 true DAVID CHAPPELL P00573009 5013723112 2015-10-13 2014 2016-02-25 16:41:14Z RICHARD DUNSWORTH 415 N COLLEGE AVE CLARKSVILLE AR 728302880 56958617 false X WWW.OZARKS.EDU X 1852 AR TO PROVIDE POST-SECONDARY EDUCATION 22 22 630 40 -63707 -63707 6592743 5911565 15609132 15761566 4392576 5381365 2552493 2439060 29146944 29493556 9676399 10049575 0 10998573 10220505 0 836373 6878081 7342050 27553053 27612130 1593891 1881426 139852223 137172792 3359329 2777324 136492894 134395468 TO PROVIDE POST-SECONDARY EDUCATION false false 22935756 10049575 15761566 EDUCATIONAL SERVICES - PROVIDED EDUCATIONAL COURSES TO AN AVERAGE ENROLLMENT OF 575 FULL-TIME EQUIVALENT STUDENTS. 22935756 true true false false false false false true false true true true false false true true true false true false false false false false false false false false true true true false false false false false false false false false false true false false false false true false false false true 55 0 true 630 true true true false false false false false false false false false X 22 22 true false false false false false false true true false false false true true true true true true true false X JEFF SCACCIA 4799791310 415 N COLLEGE AVE CLARKSVILLE AR 72830 SYLVESTER BENSON TRUSTEE X 0 0 0 DOUG BLACK TRUSTEE X 0 0 0 ARVID BEAN TRUSTEE X 0 0 0 SUSAN SMITH EPPERSON TRUSTEE X 0 0 0 ANN FILYAW TRUSTEE X 0 0 0 WILLIAM RAIL TRUSTEE X 0 0 0 IVAN QUANT TRUSTEE X 0 0 0 JUDY BOREHAM TRUSTEE X 0 0 0 SUE TULL TRUSTEE X 0 0 0 HARVE TAYLOR TRUSTEE X 0 0 0 DUDLEY VILES TRUSTEE X 0 0 0 JUDY BORCK TRUSTEE X 0 0 0 LAURIE FISHER TRUSTEE X 0 0 0 SUE FRUEAUFF TRUSTEE X 0 0 0 SUSAN PINSON TRUSTEE X 0 0 0 CHRIS ALLEN TRUSTEE X 0 0 0 JAMES BRUNING TRUSTEE X 0 0 0 DAVID RAWHOUSER TRUSTEE X 0 0 0 JOHN KING TRUSTEE X 0 0 0 PAT CLIFFORD TRUSTEE X 0 0 0 MALCOLM HALL TRUSTEE X 0 0 0 JUDITH KEITH TRUSTEE X 0 0 0 RICHARD DUNSWORTH PRESIDENT 40.00 X 210000 0 21136 JEFF SCACCIA VP FOR FINAN 40.00 X 130000 0 14809 TRAVIS FEEZELL PROVOST 40.00 X 67788 0 7704 DARRELL WILLIAMS BUSINESS MGR 40.00 X 124240 0 14348 532028 57997 3 true true false ARAMARK CAMPUS SERVICES 415 N COLLEGE AVENUE CLARKSVILLE AR 72830 FOOD SERVICE 1280301 JKJ ARCHITECTS PLLC PO BOX 2530 ROGERS AR 727572530 ARCHITECTURAL 1108471 RUFFALO CODY LLC PO BOX 718 DES MOINES IA 503030718 ENROLL STRATEGY 183074 LCG ASSOCIATES 400 GALLERIA PARKWAY ATLANTA GA 30339 INVESTMENT MGR 125000 EBSCO SUBSCRIPTION SERVICES 10 ESTES STREET IPSWICH MA 01938 ONLINE MEDIA 118991 5 35250 375156 5501159 728991 5911565 STUDENT TUITION AND FEES 900099 15761566 15761566 15761566 1117101 1117101 669943 669943 1443912 469079 974833 974833 974833 29938275 25590724 83287 4347551 -83287 4264264 4264264 1722739 1321971 400768 400768 MISCELLANEOUS - EXEMPT 346645 346645 MISCELLANEOUS - EXCLUDED 110578 110578 JP MORGAN WORKING INTEREST 211110 1549 1549 -65256 -65256 393516 29493556 16508979 -63707 7136719 10049575 10049575 522021 522021 7619020 6286511 803734 528775 1195813 975595 135738 84480 324161 31714 292447 559490 421912 100175 37403 57987 44917 13070 77950 77950 167410 131888 3180 32342 603157 249168 330865 23124 282024 282024 1400964 1269346 114373 17245 464390 414805 31488 18097 106591 106591 1720871 1559199 140490 21182 277108 255024 19191 2893 MISCELLANEOUS 838359 372019 466340 PROVISION FOR BAD DEBTS 464161 464161 EQUIPMENT RENTAL & MAINT 263478 207964 28349 27165 ATHLETICS 198149 198149 419451 185946 189838 43667 27612130 22935756 3840001 836373 22742 20902 1821236 2346345 46122 40024 382387 437089 3944768 4550244 53982073 27249570 26551956 26732503 37838977 35772822 68799178 66828006 444857 444857 139852223 137172792 1215799 1278522 40977 29511 1364210 1302072 490578 247765 167219 3359329 2777324 X 23962897 23944489 29222942 28072188 83307055 82378791 136492894 134395468 139852223 137172792 1881426 -3978852 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 249909 249909 X X false 100980602 1119640 1308643 -599983 -3833349 -189614 98785939 92157588 992063 12359760 -621472 -3704754 -202583 100980602 87538444 580256 9183619 -596461 -4336095 -212175 92157588 92251795 289914 -1624963 -499742 -2715954 -162606 87538444 78670541 659154 17411831 -919702 -3398439 -171590 92251795 0.01410 0.83400 0.15190 true false 514594 795979 1310573 39510980 17406663 22104317 9765353 8188775 1576578 3395167 1654132 1741035 26732503 INTERNATIONAL EQUITY FUNDS 30752223 F FIXED INCOME FUNDS 13237321 F HEDGE FUNDS 11206123 F EQUITY INDEX FUNDS 4788426 F REAL ESTATE FUNDS 3868241 F COMMODITY FUNDS 2887725 F MINERAL INTERESTS 87947 F 66828006 DEPOSITS HELD IN CUSTODY FOR OTHERS 167219 167219 X 17621282 -3978852 -9684472 -13663324 31284606 -1791050 -1791050 29493556 19718708 1791050 1791050 17927658 9684472 9684472 27612130 SCHEDULE D, PAGE 2, PART III, LINE 4 ROCK & MINERAL COLLECTION - ENHANCES SCIENCE CLASS EDUCATION (SPECIFICALLY GEOLOGY) WATERCOLOR PAINTING COLLECTION - ENHANCES THE LEARNING ENVIRONMENT OF ART STUDENTS AND SERVES AS AN EXAMPLE OF WHAT CAN BE CREATED PFEFFER COLLECTION - ENHANCES THE LEARNING ENVIRONMENT OF ART AND HISTORY STUDENTS AND A GREAT EXAMPLE OF FINE ART SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS, PROFESSORSHIPS, AND MAINTENANCE OF CAMPUS FACILITIES. SCHEDULE D, PAGE 3, PART X THE UNIVERSITY OF THE OZARKS IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT TO THE EXTENT THE UNIVERSITY HAS UNRELATED BUSINESS INCOME. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN THE CURRENT YEAR. THE UNIVERSITY HELD NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2015 THAT WOULD RESULT IN MATERIAL UNRECOGNIZED TAX BENEFITS OR COSTS. THE UNIVERSITY'S TAX YEARS AFTER 2010 ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE AUTHORITIES. SCHEDULE D, PAGE 4, PART XI, LINE 2D SCHOLARSHIP ALLOWANCE -9,195,207 WISP SCHOLARSHIP ALLOWANCE -489,265 SCHEDULE D, PAGE 4, PART XI, LINE 4B RENTAL EXPENSE -469,079 FOOD SERVICE COST -1,315,259 BOOKSTORE EXPENSES -6,712 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSE 469,079 FOOD SERVICE COST 1,315,259 BOOKSTORE EXPENSE 6,712 SCHEDULE D, PAGE 4, PART XII, LINE 4B SCHOLARSHIP ALLOWANCE 9,195,207 WISP SCHOLARSHIP ALLOWANCE 489,265 true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 ALL BROCHURES, NEWSPAPER ADVERTISEMENTS, UNIVERSITY CATALOGS, ETC. INCLUDE THE NONDISCRIMINATORY POLICY. SCHEDULE E, LINE 6 THE UNIVERSITY RECEIVED FUNDS FROM THE U.S. DEPARTMENT OF EDUCATION. SEOG, TEACH, AND PELL GRANTS, PERKINS LOANS, COLLEGE WORK STUDY FUNDS AND FEDERAL DIRECT LOANS ARE RECEIVED TO ENABLE THE UNIVERSITY TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS ATTENDING THE UNIVERSITY. FUNDS WERE RECEIVED FROM THE SPECIAL SERVICES FOR DISADVANTAGED STUDENTS PROGRAM UNDER TITLE IV. THOSE FUNDS COVERED THE EXPENSES OF THE UNIVERSITY'S STUDENT SUPPORT PROGRAM. true STUDENT FINANCIAL AID 534 365103 9684472 N/A TUITION & FEES SCHEDULE I, PAGE 1, PART I, LINE 2 THE GRANTS (SCHOLARSHIPS) MADE BY THE UNIVERSITY ARE A REDUCTION OF THE TUITION AND FEES PAID BY THE STUDENT TO THE SCHOOL. GRANT FUNDS ARE NOT SENT TO OUTSIDE ENTITIES. X true true X X X X X false false false false false false false false false RICHARD DUNSWORTH PRESIDENT 210000 16800 4336 231136 DARRELL WILLIAMS BUSINESS MGR 124240 9939 4409 138588 SCHEDULE J, PAGE 1, PART I, LINE 1A AS A REQUIREMENT OF HIS EMPLOYMENT, RICHARD DUNSWORTH, PRESIDENT OF THE UNIVERSITY, IS PROVIDED AN ON-CAMPUS RESIDENCE FOR PERSONAL USE. THIS BENEFIT WAS NOT INCLUDED AS TAXABLE COMPENSATION TO THIS INDIVIDUAL. A CITY OF CLARKSVILLE ARKANSAS 300632068 2010-06-01 1665000 AQUIRE, CONSTRUCT, AND FURNISH BUILDINGS ON CAMPUS. false false false A 1657701 124000 29138 1504563 2012 false false true true A false false false false false false true A false false false true false false false false false SCHEDULE K - DATE REBATE COMPUTATION PERFORMED CITY OF CLARKSVILLE, ARKANSAS 06/01/15 X 18 728991 MKT VALUE ON DATE OF GIFT false false false FORM 990, PAGE 6, PART VI, LINE 2 ARVID BEAN TRUSTEE BROTHER-IN-LAW HARVE TAYLOR TRUSTEE BROTHER-IN-LAW FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY THE UNIVERSITY'S ACCOUNTANTS AND REVIEWED BY THE VP FOR FINANCE & ADMIN. THE FORM 990 IS ALSO PROVIDED TO THE UNIVERSITY'S FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE UNIVERSITY MONITORS AND ENFORCES THE WRITTEN CONFLICT OF INTEREST POLICY BY REQUESTING EACH DIRECTOR AND OFFICER TO SIGN A STATEMENT THAT THEY HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION OF THE UNIVERSITY'S PRESIDENT IS AS FOLLOWS: THE UNIVERSITY'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ACCUMULATES INFORMATION AS NEEDED FROM VARIOUS SOURCES INSIDE AND OUT OF THE UNIVERSITY. THIS INFORMATION IS THEN USED TO SET THE SALARY AND CONTRACT TERMS OF THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 15B THE PROCESS FOR DETERMINING THE COMPENSATION OF THE UNIVERSITY'S OFFICERS IS AS FOLLOWS: OFFICERS OF THE UNIVERSITY ARE SUBJECT TO AN ANNUAL REVIEW WITH THE PRESIDENT AT WHICH TIME THE TERMS AND CONDITIONS OF THEIR EMPLOYMENT ARE REVIEWED AS WELL. INDUSTRY SALARY SURVEYS AND REPORTS ARE REVIEWED ON A REGULAR BASIS BY THE PRESIDENT AND VP FOR FINANCE & ADMIN. FORM 990, PAGE 6, PART VI, LINE 19 REQUESTS FOR REVIEW OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE EVALUATED ON A CASE BY CASE BASIS UPON RECEIPT. IF DEEMED NECESSARY, DOCUMENTS WILL BE PROVIDED TO THOSE REQUESTING THE INFORMATION. FORM 990, PART XI, LINE 9 SCHOLARSHIP ALLOWANCE -9,195,207 WISP SCHOLARSHIP ALLOWANCE -489,265 RENTAL EXPENSE 469,079 FOOD SERVICE COST 1,315,259 BOOKSTORE EXPENSES 6,712 RENTAL EXPENSE -469,079 FOOD SERVICE COST -1,315,259 BOOKSTORE EXPENSE -6,712 SCHOLARSHIP ALLOWANCE 9,195,207 WISP SCHOLARSHIP ALLOWANCE 489,265 UNIV OF THE OZARKS ALUMNI ASSOC 415 NORTH COLLEGE AVENUE CLARKSVILLE AR 72830 237092414 ALUMNI AR 501C3 11D NA false false false true false false false false false false false false true false true true false false false false