UNIVERSITY OF THE OZARKS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF THE OZARKS (EIN 71-0236867)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-26
- IRS object ID
- 201213009349300531
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-26T12:20:37-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWLAND & NORRIS CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W CAPITOL SUITE 501 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710236867 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF THE OZARKS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4799791000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 N COLLEGE AVE | AddressLine1 |
| City | CLARKSVILLE | City |
| State | AR | State |
| ZIP Code | 728302880 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF SCACCIA | Name |
| Title | CFO | Title |
| Phone | 4799791000 | Phone |
| Date Signed | 2012-10-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID CHAPPELL | Name |
| Phone | 5013723112 | Phone |
| Date Prepared | 2012-10-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICK NIECE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 N COLLEGE AVE | AddressLine1 |
| City | CLARKSVILLE | City |
| State | AR | State |
| ZIP Code | 728302880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 70954057 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OZARKS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1852 | YearFormation |
| State Legal Domicile | AR | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE POST-SECONDARY EDUCATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 659 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2166501 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2708758 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13966758 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14798221 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5792100 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4750758 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2363776 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2490822 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24289135 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24748559 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7469557 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8295362 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11066095 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11033348 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 3662 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1820 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1104074 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5852475 | OtherExpensePriorYear |
| Other Expenses Current Year | 6153487 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24391789 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25484017 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -102654 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -735458 | RevenuesLessExpensesCY |
| Total Assets BOY | 130396839 | TotalAssetsBOY |
| Total Assets EOY | 124035924 | TotalAssetsEOY |
| Total Liabilities BOY | 3548619 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3590737 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 126848220 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 120445187 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE POST-SECONDARY EDUCATION | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 21351478 | Expense |
| Grants | 8295362 | Grants |
| Revenue | 14798221 | Revenue |
| Description | EDUCATIONAL SERVICES - PROVIDED EDUCATIONAL COURSES TO AN AVERAGE ENROLLMENT OF 596 FULL-TIME EQUIVALENT STUDENTS. | Description |
| Total Program Service Expense | 21351478 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 40 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 659 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFF SCACCIA | NamePerson |
| Telephone Number | 4799791207 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 N COLLEGE AVE | AddressLine1 |
| City | CLARKSVILLE | City |
| State | AR | State |
| ZIP Code | 72830 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer |
|---|---|---|---|---|---|---|
| CHRIS ALLEN | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| KIM BEHREND | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| SYLVESTER BENSON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| DOUG BLACK | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JIM BRUNING | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| ALLYN DONAUBAUER | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JANET DRUMMOND | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| SUSAN SMITH EPPERSON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JOHN KING | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| DARBY LOGAN | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| ANN FILYAW | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JACK PATTERSON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| WILLIAM RAIL | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| IVAN QUANT | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| DAVID RAWHOUSER | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| RALPH SCOTT | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JUDY BOREHAM | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| SUE TULL | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| DENTON TUMBLESON | ||||||
| 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 | ||
| RICK NIECE | ||||||
| PRESIDENT | 264900 | 0 | 97673 | 40.00 | X | |
| STEVE EDMISTEN | ||||||
| EXECUTIVE VP | 159505 | 0 | 15833 | 40.00 | X | |
| DAN TADDIE | ||||||
| VP, DEAN | 143575 | 0 | 14559 | 40.00 | X | |
| KIM MYRICK | ||||||
| ENRLLMNT MGR | 124848 | 0 | 13061 | 40.00 | X | |
| DARRELL WILLIAMS | ||||||
| BUSINESS MGR | 122767 | 0 | 12894 | 40.00 | X | |
| JEFF SCACCIA | ||||||
| CFO | 114444 | 0 | 12229 | 40.00 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 930039 | TotalReportableCompFromOrg |
| Total Other Compensation | 166249 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARAMARK CAMPUS SERVICES | |||||
| 415 N COLLEGE AVENUE | CLARKSVILLE | AR | 72830 | FOOD SERVICE | 1167705 |
| JAMES H CONE | |||||
| 10411 W MARKHAM SUITE 300 | LITTLE ROCK | AR | 72205 | CONSTRUCTION | 578285 |
| RUFFALO CODY | |||||
| 1075 N JUDGE ELY BLVD PMB 151 | ABILENE | TX | 79601 | ENROLL STRATEGY | 186001 |
| JAY S STANLEY & ASSOCIATES | |||||
| 5313 MCCLANAHAN G5 | NORTH LITTLE ROCK | AR | 72116 | CONSTRUCTION | 166258 |
| LCG ASSOCIATES | |||||
| 400 GALLERIA PARKWAY | ATLANTA | GA | 30339 | INVESTMENT MGR | 125000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 23000 | RelatedOrganizations |
| Government Grants | 372212 | GovernmentGrants |
| All Other Contributions | 2313546 | AllOtherContributions |
| Noncash Contributions | 145480 | NoncashContributions |
| Total Contributions | 2708758 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT TUITION AND FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 14798221 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14798221 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14798221 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1430859 | TotalRevenueColumn |
| Exclusion | $1,430,859 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 990612 | TotalRevenueColumn |
| Exclusion | $990,612 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1318495 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 531272 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 787223 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 787223 | TotalRevenueColumn |
| Exclusion | $787,223 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 47792939 | Securities |
| Other | 28301 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 44486654 | Securities |
| Other | 14687 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3306285 | Securities |
| Other | 13614 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3319899 | TotalRevenueColumn |
| Exclusion | $3,319,899 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1573805 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1172885 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 400920 | TotalRevenueColumn |
| Related Or Exempt Function Income | 400920 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS - EXCLUDED | 178585 | $178,585 | |
| MISCELLANEOUS - EXEMPT | 133482 | 133482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 312067 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24748559 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15332623 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,707,178 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8295362 | Total |
| Program Services | 8295362 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1045771 | Total |
| Management And General | 869779 | ManagementAndGeneral |
| Fundraising | 175992 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7756094 | Total |
| Program Services | 6747783 | ProgramServices |
| Management And General | 450130 | ManagementAndGeneral |
| Fundraising | 558181 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1103797 | Total |
| Program Services | 939448 | ProgramServices |
| Management And General | 81259 | ManagementAndGeneral |
| Fundraising | 83090 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 540689 | Total |
| Program Services | 499383 | ProgramServices |
| Management And General | 37293 | ManagementAndGeneral |
| Fundraising | 4013 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586997 | Total |
| Program Services | 456976 | ProgramServices |
| Management And General | 82662 | ManagementAndGeneral |
| Fundraising | 47359 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128813 | Total |
| Program Services | 72674 | ProgramServices |
| Management And General | 56139 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59750 | Total |
| Management And General | 59750 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1820 | Total |
| Fundraising | 1820 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315459 | Total |
| Program Services | 247311 | ProgramServices |
| Management And General | 5319 | ManagementAndGeneral |
| Fundraising | 62829 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 699692 | Total |
| Program Services | 289604 | ProgramServices |
| Management And General | 366621 | ManagementAndGeneral |
| Fundraising | 43467 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252786 | Total |
| Program Services | 252786 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1095288 | Total |
| Program Services | 992388 | ProgramServices |
| Management And General | 89418 | ManagementAndGeneral |
| Fundraising | 13482 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342598 | Total |
| Program Services | 314432 | ProgramServices |
| Management And General | 16759 | ManagementAndGeneral |
| Fundraising | 11407 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113460 | Total |
| Management And General | 113460 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1366067 | Total |
| Program Services | 1237728 | ProgramServices |
| Management And General | 111524 | ManagementAndGeneral |
| Fundraising | 16815 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234670 | Total |
| Program Services | 212623 | ProgramServices |
| Management And General | 19158 | ManagementAndGeneral |
| Fundraising | 2889 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 708339 | 397518 | 310321 | 500 |
| EQUIPMENT RENTAL & MAINT | 372279 | 242910 | 114536 | 14833 |
| PROVISION FOR BAD DEBTS | 203737 | 203737 | ||
| ATHLETICS | 144436 | 144436 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116113 | Total |
| Program Services | 8116 | ProgramServices |
| Management And General | 40600 | ManagementAndGeneral |
| Fundraising | 67397 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25484017 | Total |
| Program Services | 21351478 | ProgramServices |
| Management And General | 3028465 | ManagementAndGeneral |
| Fundraising | 1104074 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38793 | BOY |
| EOY | 35464 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6480949 | BOY |
| EOY | 3272582 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485280 | BOY |
| EOY | 323806 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 718576 | BOY |
| EOY | 749418 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1956130 | BOY |
| EOY | 2504982 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 51402668 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23666474 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27084446 | BOY |
| EOY | 27736194 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92950115 | BOY |
| EOY | 60854504 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227034 | BOY |
| EOY | 28114117 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 455516 | BOY |
| EOY | 444857 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130396839 | BOY |
| EOY | 124035924 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1416767 | BOY |
| EOY | 1473276 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134475 | BOY |
| EOY | 175617 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1550624 | BOY |
| EOY | 1488486 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211000 | BOY |
| EOY | 264000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235753 | BOY |
| EOY | 189358 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3548619 | BOY |
| EOY | 3590737 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24558675 | BOY |
| EOY | 23598206 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24669966 | BOY |
| EOY | 22330306 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77619579 | BOY |
| EOY | 74516675 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126848220 | BOY |
| EOY | 120445187 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130396839 | BOY |
| EOY | 124035924 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -735458 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5667575 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 249909 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 249909 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 92251795 | BeginningOfYearBalance |
| Contributions | 289914 | Contributions |
| Investment Earnings Or Losses | -1624963 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -499742 | GrantsOrScholarships |
| Other Expenditures | -2715954 | OtherExpenditures |
| Administrative Expenses | -162606 | AdministrativeExpenses |
| End Of Year Balance | 87538444 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78670541 | BeginningOfYearBalance |
| Contributions | 659154 | Contributions |
| Investment Earnings Or Losses | 17411831 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -919702 | GrantsOrScholarships |
| Other Expenditures | -3398439 | OtherExpenditures |
| Administrative Expenses | -171590 | AdministrativeExpenses |
| End Of Year Balance | 92251795 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 72635220 | BeginningOfYearBalance |
| Contributions | 871793 | Contributions |
| Investment Earnings Or Losses | 9460546 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -679679 | GrantsOrScholarships |
| Other Expenditures | -3515504 | OtherExpenditures |
| Administrative Expenses | -101835 | AdministrativeExpenses |
| End Of Year Balance | 78670541 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68040212 | BeginningOfYearBalance |
| Contributions | 15525273 | Contributions |
| Investment Earnings Or Losses | -6457531 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -646198 | GrantsOrScholarships |
| Other Expenditures | -3700958 | OtherExpenditures |
| Administrative Expenses | -125578 | AdministrativeExpenses |
| End Of Year Balance | 72635220 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01390 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81670 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16940 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 514594 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 715258 | OtherCostOrOtherBasis |
| Book Value | 1229852 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38712257 | OtherCostOrOtherBasis |
| Depreciation | 14443312 | Depreciation |
| Book Value | 24268945 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9177533 | OtherCostOrOtherBasis |
| Depreciation | 7872210 | Depreciation |
| Book Value | 1305323 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2283026 | OtherCostOrOtherBasis |
| Depreciation | 1350952 | Depreciation |
| Book Value | 932074 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27736194 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INTERNATIONAL EQUITY FUNDS | 11213983 | F |
| EQUITY INDEX FUNDS | 9908712 | F |
| HEDGE FUNDS | 4044196 | F |
| FIXED INCOME FUNDS | 1874702 | F |
| REAL ESTATE FUNDS | 923907 | F |
| MINERAL INTERESTS | 137367 | F |
| COMMODITY FUNDS | 11250 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 28114117 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $189,358 |
| LEASE OBLIGATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 189358 | TotalOfAmounts |
| Total Revenue | 24748559 | TotalRevenue |
| Total Expenses | 25484017 | TotalExpenses |
| Excess Or Deficit For Year | -735458 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5667575 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -5667575 | TotalAdjustments |
| Excess Or Deficit Per FS | -6403033 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12825006 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -5667575 | NetUnrealizedGainsInvestments |
| Other Revenues | -7960135 | OtherRevenues |
| Revenue Not Rptd F990 | -13627710 | RevenueNotRptdF990 |
| Revenue Subtotal | 26452716 | RevenueSubtotal |
| Other Revenues Not Included | -1704157 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1704157 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24748559 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19228039 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1704157 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1704157 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17523882 | ExpensesSubtotal |
| Other Expenses Not Included | 7960135 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7960135 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25484017 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLLECTIONS AND RELATION TO EXEMPT PURPOSE | 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 |
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS, PROFESSORSHIPS, AND MAINTENANCE OF CAMPUS FACILITIES. |
| LIABILITY UNDER FIN 48 FOOTNOTE | 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. PRIOR TO JUNE 30, 2012, NO FORM 990-T HAS BEEN FILED DUE TO LACK OF UNRELATED BUSINESS INCOME, THEREFORE, ALL TAX YEARS REMAIN OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING JURISDICTIONS TO WHICH THE UNIVERSITY IS SUBJECT. THE UNIVERSITY HELD NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2012. ACCORDINGLY, THE UNIVERSITY DOES NOT HAVE ANY INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, SUCH AMOUNTS, IF INCURRED, WOULD BE RECOGNIZED IN INCOME TAX EXPENSE AND ACCRUED INCOME TAXES PAYABLE. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | SCHOLARSHIP ALLOWANCE -7,479,680 WISP SCHOLARSHIP ALLOWANCE -480,455 RENTAL EXPENSE 531,272 BOOKSTORE EXPENSES 11,500 FOOD SERVICE COST 1,161,385 RENTAL EXPENSE -531,272 FOOD SERVICE COST -1,161,385 BOOKSTORE EXPENSE -11,500 SCHOLARSHIP ALLOWANCE 7,479,680 WISP SCHOLARSHIP ALLOWANCE 480,455 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | SCHOLARSHIP ALLOWANCE -7,479,680 WISP SCHOLARSHIP ALLOWANCE -480,455 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | RENTAL EXPENSE -531,272 BOOKSTORE EXPENSES -11,500 FOOD SERVICE COST -1,161,385 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | RENTAL EXPENSE 531,272 FOOD SERVICE COST 1,161,385 BOOKSTORE EXPENSE 11,500 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | SCHOLARSHIP ALLOWANCE 7,479,680 WISP SCHOLARSHIP ALLOWANCE 480,455 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION | Identifier |
| Return Reference | SCHEDULE E LINE 6 | ReturnReference |
| Explanation | THE UNIVERSITY RECEIVED FUNDS FROM THE US 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 UNIVERSITYS STUDENT SUPPORT PROGRAM | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 552 | NumberOfRecipients |
| Amount Of Cash Grant | 335228 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 7960134 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION & FEES | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|
| RICK NIECE | |||
| 264900 | 75000 | 22673 | 362573 |
| STEVE EDMISTEN | |||
| 159505 | 15833 | 175338 | |
| DAN TADDIE | |||
| 143575 | 14559 | 158134 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FRINGE OR EXPENSE EXPLANATION | SCHEDULE J, PAGE 1, PART I, LINE 1A | AS A REQUIREMENT OF HIS EMPLOYMENT, RICK NIECE, PRESIDENT OF THE UNIVERSITY, IS PROVIDED AN ON-CAMPUS RESIDENCE FOR PERSONAL USE. THIS BENEFIT WAS NOT INCLUDED AS TAXABLE COMPENSATION TO THIS INDIVIDUAL. |
| SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS | SCHEDULE J, PAGE 1, PART I, LINE 4 | RICK NIECE 0 75,000 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF CLARKSVILLE ARKANSAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 300632068 | IssuerEIN |
| Date Issued | 2010-06-01 | DateIssued |
| Issue Price | 1665000 | IssuePrice |
| Description Of Purpose | AQUIRE, CONSTRUCT, AND FURNISH BUILDINGS ON CAMPUS. | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 1657701 | TotalProceeds |
| Amount In Reserve Fund | 124000 | AmountInReserveFund |
| Issuance Costs From Proceeds | 29138 | IssuanceCostsFromProceeds |
| Capital Expenditures | 1504563 | CapitalExpenditures |
| Year Of Subst Completion | 2012 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | false | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Engage Bond Counsel Research | false | EngageBondCounselResearch |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 145480 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MKT VALUE ON DATE OF GIFT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | THE NUMBER OF MEMBERS OF THE BOARD OF TRUSTEES WAS REDUCED FROM 33 TO BETWEEN 21 AND 27. ADDITIONALLY, THE REQUIREMENT THAT 2 BOARD MEMBERS BE ALUMNI OF THE UNIVERSITY WAS REMOVED. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY THE UNIVERSITY'S ACCOUNTANTS AND REVIEWED BY THE CFO AND BUSINESS MANAGER. THE FORM 990 IS ALSO PROVIDED TO THE UNIVERSITY'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE UNIVERSITY'S CEO 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. |
| COMPENSATION PROCESS FOR OFFICERS | 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 CEO, CFO, AND BUSINESS MANAGER. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | OTHER CHANGE CONSISTS OF UNREALIZED LOSS ON INVESTMENTS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIV OF THE OZARKS ALUMNI ASSOC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 NORTH COLLEGE AVENUE | AddressLine1 |
| City | CLARKSVILLE | City |
| State | AR | State |
| ZIP Code | 72830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237092414 | EIN |
| Primary Activities | ALUMNI | PrimaryActivities |
| Legal Domicile State | AR | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 11D | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |