2024-12-04T18:10:55-05:00 2024-06-30 710698607 SHOPTAW LABAHN & COMPANY PA 915 W MAIN STREET SUITE B RUSSELLVILLE AR 72801 990 2023-07-01 710561120 ARKANSAS TECH UNIVERSITY FOUNDATION ARKA 4799680400 PO BOX 1105 RUSSELLVILLE AR 72811 JASON GEIKEN EXECUTIVE VICE PRES 2024-11-10 true true JOHN W SHOPTAW P00019877 4799673600 2024-11-05 2023 2024-10-15 13:58:12Z JASON GEIKEN 1509 NORTH BOULDER RUSSELLVILLE AR 72801 9609711 false X WWW.ATU.EDU X THE FOUNDATION PROVIDES EDUCATIONAL SUPPORT THROUGH THE GRANTING OF SCHOLARSHIP FUNDS TO BE DISTRIBUTED BY ARKANSAS TECH UNIVERSITY BASED ON ACADEMIC DEPARTMENT AND COMMITTEE SELECTIONS. THE FOUNDATION ALSO PROVIDES OTHER INSTITUTIONAL SUPPORT TO ARKANSAS TECH UNIVERSITY FOR THE OPERATION OF ITS EDUCATIONAL PROGRAMS. 23 23 0 0 3597117 7855356 0 -1780593 1754355 0 1816524 9609711 997139 1255724 0 583096 613616 36000 51000 369353 1792782 4351831 3409017 6272171 -1592493 3337540 57906367 63858641 8940523 8950922 48965844 54907719 X THE FOUNDATION PROVIDES EDUCATIONAL SUPPORT THROUGH THE GRANTING OF SCHOLARSHIP FUNDS TO BE DISTRIBUTED BY ARKANSAS TECH UNIVERSITY BASED ON ACADEMIC DEPARTMENT AND COMMITTEE SELECTIONS. THE FOUNDATION ALSO PROVIDES OTHER INSTITUTIONAL SUPPORT TO ARKANSAS TECH UNIVERSITY FOR THE OPERATION OF ITS EDUCATIONAL PROGRAMS. false false 5495200 1255724 THE FOUNDATION PROVIDED A VAST ARRAY OF SUPPORT TO THE UNIVERSITY IN THE FORM OF CONTRIBUTIONS AND GRANTS TO ACADEMIC, ADMINISTRATIVE AND ATHLETIC DEPARTMENTS AS WELL AS PROVIDING SCHOLARSHIP FUNDS FOR STUDENT RECIPIENTS. THE FOUNDATION MADE CONTRIBUTIONS TO THE UNIVERSITY FOR THE PURCHASES OF COMPUTERS AND RELATED EQUIPMENT, FURNISHINGS, GENERAL SUPPLIES AND CONSTRUCTION OF ADDITIONAL FACILITIES AND RENOVATION AND UPGRADE OF EXISTING FACILITIES. 219450 PROVIDED SCHOLARSHIPS TO STUDENTS OF ARKANAS TECH UNIVERSITY AND SUPPORTED ACADEMIC AND ATHLETIC PROGRAMS OF THE UNIVERSITY. 219450 5714650 true true true true false false false false false true false true false false true false true false false false false false false true false false false false true true false false false false false false false false true false false false false false false false false true 53 0 0 false false false false true true true true false false false false false false false false X 23 23 true false false false false false false true true false false false true true true true true false false false CA KY MD MA MI MN NH NJ NY OR RI SC TN UT WI CO AK LA NV WA OH OK DC ME X DURENA LONG 4799640895 1509 NORTH BOULDER RUSSELLVILLE AR 72801 PHILLIP ALEXANDER PAST CHAIR 0.50 X X 0 0 0 JASON FOUNTAIN DIRECTOR 0.50 X 0 0 0 DENISE CLAYTON DIRECTOR 0.50 X 0 0 0 BOB HONEYCUTT DIRECTOR 0.50 X 0 0 0 WAYNE YOUNG PAST CHAIRMA 1.00 X 0 0 0 STEPHANIE METCALF DIRECTOR 0.50 X 0 0 0 DEANA INFIELD DIRECTOR 5.00 X 0 0 0 JOSH MASTERS DIRECTOR 0.50 X 0 0 0 LUKE BRADSHAW DIRECTOR 0.50 X 0 0 0 BRENT GARRETT CHAIRMAN 1.00 X 0 0 0 TODD MEIMERSTORF DIRECTOR 0.50 X 0 0 0 PHILLIP GRAY DIRECTOR 0.50 X 0 0 0 JASON GEIKEN EXECUTIVE VI 40.00 X 0 150445 32298 GEORGE WARMAN DIRECTOR 0.50 X 0 0 0 PATRICIA WATTAM DIRECTOR 0.50 X 0 0 0 LEIGH WHITESIDE DIRECTOR 0.50 X 0 0 0 RUSSELL JONES DIRECTOR EX 1.00 X 0 247526 34433 IAN BRYAN SECRETARY 0.50 X 0 0 0 SERENA JEFFERY DIRECTOR 0.50 X 0 0 0 CHAUN HARPER DIRECTOR 0.50 X 0 0 0 DAVE PINSON DIRECTOR 0.50 X 0 0 0 TOM MCCORMICK DIRECTOR 0.50 X 0 0 0 JEREMIAH SHINN DIRECTOR 0.50 X 0 0 0 LEN COTTON DIRECTRO 0.50 X 0 0 0 HEALTH STYLES DIRECTOR 0.50 X 0 0 0 397971 66731 false true false 7855356 65548 7855356 1567764 1567764 186591 186591 186591 186591 9609711 186591 1567764 1255724 1255724 613616 219450 98015 296151 16030 16030 60000 60000 51000 51000 22202 22202 2886 2886 76411 76411 1569 1569 CAPITAL OUTLAY -FOR ATU 2860270 2860270 ATHLETICS EXPENDITURES 713437 713437 PROFESSIONAL FEES 115316 115316 FOOD AND ENTERTAINMENT 89107 89107 394603 380480 14123 6272171 5714650 188168 369353 117305 368471 1853176 5400455 1886377 1392165 2551263 2551263 45935641 48125335 5562605 6020952 57906367 63858641 106775 289258 8833748 8661664 8940523 8950922 X 4751969 6051083 44213875 48856636 48965844 54907719 57906367 63858641 X 3337540 2669874 -65547 8 X false true X true false X 5043823 1993605 6703227 3597117 2843756 20181528 5043823 1993605 6703227 3597117 2843756 20181528 6502637 13678891 839847 1182955 1595655 1098904 1567764 6285125 26466653 0.51680 0.37730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 false false 60000 60000 60000 12000 3000 48000 false 11000 12000 12000 12000 47000 70500 55000 60000 60000 60000 235000 2750 3000 3000 3000 11750 17625 SCHEDULE C, PART I-A, LINE 1 CONSULTANTS ENGAGED TO REPRESENT THE INTEREST OF THE FOUNDATION AND THE ARKANSAS TECH UNIVERSITY BEFORE THE ARKANSAS LEGISLATURE AND RELATED DEPARTMENTS OF STATE GOVERNMENT. 28365710 2717690 133876 32280740 27932161 640411 -206862 28365710 24691164 5246216 -2005219 27932161 23295629 1135801 259734 24691164 20295442 3002444 6076 23295629 1.00000 false false LIMITED PARTNERSHIPS 4207444 C LIFE INSURANCE CSV 1346326 C COMMERCIAL ANNUITIES 467182 F 6020952 UNIVERSITY FUNDS UNDER MANAGEMENT 8619534 LIABILITY FOR ANNUITIES 42130 8661664 12345132 2669874 65547 2735421 9609711 9609711 6337718 65547 65547 6272171 6272171 X X X X true false 51000 -51000 51000 -51000 AK AL AR CA CO CT DC FL HI IL KS KY LA ME MD MA MI MS MO NV NH NJ NM NY NC ND OH OK OR PA RI TN VA WV WI GA WA SCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (V) PROFESSIONAL SERVICES true SCHOLARSHIP ASSISTANCE 425 1255724 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS ARE TO INDIVIDUAL STUDENTS FOR TUITION ASSISTANCE AND THE GRANTS ARE APPLIED TO THOSE COSTS. false false false false false false false false false JASON GEIKEN EXECUTIVE VICE PRES 150445 10404 21894 182743 RUSSELL JONES DIRECTOR EX OFFICIO 247526 34433 281959 X 1 65548 false true false FORM 990 - ORGANIZATION'S MISSION THE FOUNDATION PROVIDES EDUCATIONAL SUPPORT THROUGH THE GRANTING OF SCHOLARSHIP FUNDS TO BE DISTRIBUTED BY ARKANSAS TECH UNIVERSITY BASED ON ACADEMIC DEPARTMENT AND COMMITTEE SELECTIONS. THE FOUNDATION ALSO PROVIDES OTHER INSTITUTIONAL SUPPORT TO ARKANSAS TECH UNIVERSITY FOR THE OPERATION OF ITS EDUCATIONAL PROGRAMS. FORM 990, PAGE 1, PART I, LINE 6 BOARD OF DIRECTOR MEMBERS AND VARIOUS COMMITTEE MEMBERS. FORM 990, PAGE 2, PART III, LINE 4D PROVIDED SCHOLARSHIPS TO STUDENTS OF ARKANAS TECH UNIVERSITY AND SUPPORTED ACADEMIC AND ATHLETIC PROGRAMS OF THE UNIVERSITY. FORM 990, PAGE 6, PART VI, LINE 2 DEANA INFIELD JOSH MASTERS PARTNER PARTNER MEMBERS OF SAME PARTNERSHIP FORM 990, PAGE 6, PART VI, LINE 11B RETURN IS REVIEWED BY AUDIT COMMITTEE MEMBERS PRIOR TO FILING. ALL BOARD MEMBERS ARE PROVIDED COPY WITHIN 30 DAYS. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, ALL BOARD MEMBERS ARE PROVIDED COPY OF CONFLICT OF INTEREST STATEMENT AND SIGN STATEMENT AGREEING TO ABIDE BY THE POLICY AND THAT THERE HAVE BEEN NO CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 17 UTAH, WISCONSIN, COLORADO, ALASKA, LOUISIANA, NEVADA, WASHINGTON, OHIO, OKLAHOMA, DIST OF COLUMBIA, MAINE FORM 990, PAGE 6, PART VI, LINE 19 THE POLICY OF THE FOUNDATION IS TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND WITH CHARGES PERMITTED BY LAW. FORM 990, PART XI, LINE 9 ROUND 8