2024-05-14T10:53:13-05:00 2023-06-30 710355269 LANDMARK PLC CPAS P O BOX 10148 FORT SMITH AR 729170148 990 2022-07-01 731082189 CARL ALBERT STATE COLLEGE DEVELOPMENT FOUNDATION CARL 9186471200 1507 S MCKENNA POTEAU OK 74953 MANDY ROBERTS EXECUTIVE DIRECTOR 9186471200 2024-05-07 1 MANDY ROBERTS 999009999 0 DEANA A INFIELD P00440603 4794845740 2024-05-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MANDY ROBERTS 1507 S MCKENNA POTEAU OK 74953 1307179 0 X WWW.CARLALBERT.EDU X 1979 OK TO BUILD A RESIDENTIAL CAMPUS, TO CREATE AN ENDOWMENT FUND FOR SCHOLARSHIPS, AND TO ESTABLISH A PROGRAM FOR ACADEMIC ENRICHMENT. 72 42 0 121 0 0 727846 691398 292474 333990 217599 281791 0 0 1237919 1307179 479873 388251 0 0 0 0 0 0 122029 635721 524738 1115594 912989 122325 394190 11178078 12014174 29794 30535 11148284 11983639 X THE FOUNDATION'S MISSION IS TO BUILD A RESIDENTIAL CAMPUS, TO CREATE AN ENDOWMENT FUND FOR SCHOLARSHIPS, AND TO ESTABLISH A PROGRAM FOR ACADEMIC ENRICHMENT. THIS IS ACCOMPLISHED BY PROVIDING EDUCATIONAL OPPORTUNITIES THROUGH SCHOLARSHIPS TO STUDENTS AT CARL ALBERT STATE COLLEGE AND FACILITY GRANTS TO SUPPORT THE BUILDINGS AND CAMPUSES OF THE COLLEGE. 0 0 388251 388251 TO PROVIDE EDUCATIONAL OPPORTUNITIES THROUGH SCHOLARSHIPS TO STUDENTS AT CARL ALBERT STATE COLLEGE AND FACILITY GRANTS TO SUPPORT THE BUILDINGS AND CAMPUSES OF CARL ALBERT STATE COLLEGE. 224298 333990 TO PROVIDE DORMITORY FACILITIES TO SUPPORT THE STUDENTS OF CARL ALBERT STATE COLLEGE. 89886 TO PROVIDE FUNDS TO ENRICH ACADEMIC PROGRAMS. 702435 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 72 42 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X MANDY ROBERTS 9186471200 1507 S MCKENNA POTEAU OK 74953 STEVE HOLTON CHAIRMAN 1.00 X X 0 0 0 TY BARRETT VICE-CHAIRMAN 1.00 X X 0 0 0 JAMES SMITH SECRETARY 1.00 X X 0 0 0 BELVA BARBER REGENT REPRESENTATIVE 1.00 X X 0 0 0 DEANNA REED REGENT REPRESENTATIVE 1.00 X X 0 0 0 MARLEY ABELL TRUSTEE 1.00 X 0 0 0 RYAN ADAMS TRUSTEE 1.00 X 0 0 0 DAVID ALEXANDER TRUSTEE 1.00 X 0 0 0 NIKKI ALLEN TRUSTEE 1.00 X 0 0 0 DENNIS CARTER TRUSTEE 1.00 X 0 0 0 JERRY CAUGHMAN TRUSTEE 1.00 X 0 0 0 HEATHER CHAVEZ TRUSTEE 1.00 X 0 0 0 JOSE CHAVEZ TRUSTEE 1.00 X 0 0 0 WHITNEY CHAVEZ TRUSTEE 1.00 X 0 0 0 VICKIE CONN BEASLEY TRUSTEE 1.00 X 0 0 0 JIM COOK TRUSTEE 1.00 X 0 0 0 CHRIS FENTON TRUSTEE 1.00 X 0 0 0 CHARLES GARRETT TRUSTEE 1.00 X 0 0 0 SAM GENTRY TRUSTEE 1.00 X 0 0 0 AMANDA GRANT TRUSTEE 1.00 X 0 0 0 RON HALL TRUSTEE 1.00 X 0 0 0 JOHN HAMILTON TRUSTEE 1.00 X 0 0 0 JIM HARRIS TRUSTEE 1.00 X 0 0 0 GEORGIA HETHERINGTON TRUSTEE 1.00 X 0 0 0 JARRET HETHERINGTON TRUSTEE 1.00 X 0 0 0 TERI HETHERINGTON TRUSTEE 1.00 X 0 0 0 BILLY RAY HOFFMAN TRUSTEE 1.00 X 0 0 0 KIM HOFFMAN-WILSON TRUSTEE 1.00 X 0 0 0 WD HOFFMAN TRUSTEE 1.00 X 0 0 0 LINDA HOLTON TRUSTEE 1.00 X 0 0 0 SALLY HUTCHISON TRUSTEE 1.00 X 0 0 0 SARAH JORDAN TRUSTEE 1.00 X 0 0 0 LUNDY KIGER TRUSTEE 1.00 X 0 0 0 TODD MARTIN TRUSTEE 1.00 X 0 0 0 ROBIN MARQUEZ TRUSTEE 1.00 X 0 0 0 GEORGE MCBEE TRUSTEE 1.00 X 0 0 0 MATT MCBEE TRUSTEE 1.00 X 0 0 0 GARON MCCLURE TRUSTEE 1.00 X 0 0 0 KERRY MCCLURE TRUSTEE 1.00 X 0 0 0 BEVERLY MCMILLEN REID TRUSTEE 1.00 X 0 0 0 KELLY MITCHELL TRUSTEE 1.00 X 0 0 0 DARALI MIXON TRUSTEE 1.00 X 0 0 0 DAN OLLIE TRUSTEE 1.00 X 0 0 0 MARY PARHAM TRUSTEE 1.00 X 0 0 0 JARROD RIDENOUR TRUSTEE 1.00 X 0 0 0 BRIAN ROBERTS TRUSTEE 1.00 X 0 0 0 PHYLLIS ROBERTS TRUSTEE 1.00 X 0 0 0 STACEY ROBERTS TRUSTEE 1.00 X 0 0 0 GARY SCHAEFER TRUSTEE 1.00 X 0 0 0 TED SHEETS TRUSTEE 1.00 X 0 0 0 CAROL SMITH TRUSTEE 1.00 X 0 0 0 TOM STITES TRUSTEE 1.00 X 0 0 0 MICK THOMPSON TRUSTEE 1.00 X 0 0 0 SCOTT THOMPSON TRUSTEE 1.00 X 0 0 0 DARLENE WEBB TRUSTEE 1.00 X 0 0 0 MATT WEBB TRUSTEE 1.00 X 0 0 0 DONNA WILSON TRUSTEE 1.00 X 0 0 0 KENDRA YANDELL TRUSTEE 1.00 X 0 0 0 VICKI WHITE TRUSTEE 1.00 X 0 0 0 JOE E WHITE JR TRUSTEE 1.00 X 0 0 0 MICHAEL TAYLOR TRUSTEE 1.00 X 0 0 0 MIKE HALL TRUSTEE 1.00 X 0 0 0 JERAMY O'BERRY TRUSTEE 1.00 X 0 0 0 AUSTIN O'BERRY TRUSTEE 1.00 X 0 0 0 SANDY BLAKE TRUSTEE 1.00 X 0 0 0 DANNY BOSCO TRUSTEE 1.00 X 0 0 0 MICHAEL CARPENTER TRUSTEE 1.00 X 0 0 0 HENRY DWAYNE LEONARD TRUSTEE 1.00 X 0 0 0 JAY NEUGIN TRUSTEE 1.00 X 0 0 0 CHRIS WARD TRUSTEE 1.00 X 0 0 0 VANDA WATSON TRUSTEE 1.00 X 0 0 0 KATE WHITE TRUSTEE 1.00 X 0 0 0 MANDY ROBERTS EXECUTIVE DIRECTOR 40.00 X 0 94155 7051 0 94155 7051 0 0 0 0 0 691398 68098 691398 CASC - DORMITORIES 532000 333990 333990 333990 281791 281791 1307179 333990 0 281791 388251 388251 41443 41443 1000 1000 247869 89886 35954 122029 10128 10128 121106 121106 DORM UTILITIES 72089 72089 DORM REPAIRS & MAINTENA 18427 18427 DORM OTHER EXPENSES 12676 12676 912989 702435 88525 122029 752944 686436 360135 357802 1200 0 62027 100309 3469172 1559471 1970502 1909701 7987558 8915446 43712 44480 11178078 12014174 29794 30535 29794 30535 X 5269934 5671748 5878350 6311891 11148284 11983639 11178078 12014174 394190 441165 0 X X 0 1 X 1 0 X 491348 1160686 384637 683672 691399 3411742 491348 1160686 384637 683672 691399 3411742 3411742 325038 168245 237869 217599 281791 1230542 4642284 0.73490 0.70940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7965587 148534 902318 286251 8730188 8833702 150652 -798894 219873 7965587 7541009 264934 1336816 309057 8833702 7374655 546043 294376 674065 7541009 6905405 360863 415369 306982 7374655 0.29000 0.25000 0.46000 0 0 421000 421000 2909274 1493268 1416006 138898 66203 72695 1909701 X 1706901 441165 441165 1265736 41443 41443 1307179 871546 0 871546 41443 41443 912989 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, FACILITY GRANTS, 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. 1 CARL ALBERT STATE COLLEGE 1507 S MCKENNA STREET POTEAU OK 74953 736017987 115 388251 0 SCHOLARSHIPS AND FACILITY GRANTS 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. 1 X 0 0 0 0 0 0 0 0 0 MANDY ROBERTS EXECUTIVE DIRECTOR 0 94155 0 0 0 0 0 7051 0 0 0 101206 0 0 PART I, LINE 3 THE FOUNDATION VOTES ANNUALLY TO ALLOCATE FUNDING FROM EXCESS FUNDS IN THE FOUNDATION'S HOUSING FUNDS TO THE COLLEGE GENERAL FUND FOR THE FOUNDATION EXECUTIVE DIRECTOR'S SALARY. THE COLLEGE DETERMINES THE SALARY FOR THE EXECUTIVE DIRECTOR. X AUCTION ITEMS 106 68098 RETAIL VALUE OF DONA 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CERTAIN MEMBERS OF THE BOARD OF TRUSTEES ARE RELATED THROUGH BUSINESS OR FAMILY RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION PRIOR TO FILING AND A COMPLETE COPY IS PROVIDED TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, EXECUTIVE DIRECTORS, AND VOLUNTEERS ARE REQUIRED TO DISCLOSE ANY PERSONAL INTEREST THEY MAY HAVE IN ANY MATTER PENDING BEFORE THE FOUNDATION OR ANY COMMITTEES AND ABSTAIN FROM ANY VOTE ON SUCH MATTER. OFFICERS OF THE EXECUTIVE COMMITTEE OR ANY TRUSTEE OR VOLUNTEER BRINGING BUSINESS TO THE EXECUTIVE COMMITTEE SHALL DISCLOSE ANY PERSONAL INTEREST IN ANY MATTERS BEFORE THE COMMITTEE AND SHALL ABSTAIN FROM ANY VOTE ON SUCH MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND GOVERNING DOCUMENTS OF THE FOUNDATION AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE FOUNDATION'S OFFICE. ALSO AFTER FILING WITH THE IRS, THE FOUNDATION'S FORM 990 IS PUBLISHED ON VARIOUS WEBSITES, SUCH AS GUIDESTAR, AND AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE AUDIT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND THE BOARD OF TRUSTEES PRIOR TO IT'S FILING. CARL ALBERT STATE COLLEGE 1507 S MCKENNA STREET POTEAU OK 74953 736017987 HIGHER EDUCATION OK 115(1) 170(B)(1)(A)(IV) N/A 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 1 1 CARL ALBERT STATE COLLEGE J 333990 ACTUAL COST CARL ALBERT STATE COLLEGE N 224298 ACTUAL COST CARL ALBERT STATE COLLEGE B 388251 ACTUAL COST