2025-10-13T14:28:17-05:00 2024-12-31 710817652 FROST PLLC 4375 N VANTAGE DRIVE SUITE 403 FAYETTEVILLE AR 72703 990 2024-01-01 311682365 EXCELLERATE FOUNDATION EXCE 4792221240 5111 W JB HUNT DR 120 ROGERS AR 72758 BRAD SIKORSKI PRESIDENT 4792221240 2025-10-10 1 1 JANET M PTACEK P00226415 4796954300 2025-10-09 2024 2025-03-06 01:10:19Z BRAD SIKORSKI 5111 W JB HUNT DR STE 120 ROGERS AR 72758 10773732 0 X WWW.EXCELLERATEFOUNDATION.COM X 1999 AR EXCELLERATE FOUNDATION IS COMMITTED TO ENSURING THAT ALL RESIDENTS OF NORTHWEST ARKANSAS ARE MENTALLY AND PHYSICALLY HEALTHY, SAFE, AND ECONOMICALLY AND SOCIALLY STABLE. 10 10 31 0 0 0 6280983 10622590 0 0 242551 151142 0 0 6523534 10773732 973126 3177057 0 0 3062428 3198275 0 0 0 1337393 832832 5372947 7208164 1150587 3565568 7364002 10817607 3366232 3254269 3997770 7563338 EXCELLERATE FOUNDATION IS COMMITTED TO ENSURING THAT ALL RESIDENTS OF NORTHWEST ARKANSAS ARE MENTALLY AND PHYSICALLY HEALTH, SAFE, AND ECONOMICALLY AND SOCIALLY STABLE. 0 0 6622016 3177057 A REGIONAL HUMAN SERVICES SYSTEM WHICH ENSURES THAT EVERYONE IN NORTHWEST ARKANSAS IS AWARE OF AND ABLE TO ACCESS THE SERVICES THEY NEED. 6622016 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 29 0 1 31 1 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR X X BRAD SIKORSKI 4792221240 5111 W JB HUNT DR STE 120 ROGERS AR 72758 CURTISS SMITH DIRECTOR 1.00 X 0 0 0 STEPHEN DACUS CHAIR 1.00 X X 0 0 0 JULIO ECHEGOYEN DIRECTOR 1.00 X 0 0 0 KELLY SIKORSKI VICE CHAIR 1.00 X X 0 0 0 ROBIN EASON DIRECTOR 1.00 X 0 0 0 RYAN FAUST DIRECTOR 1.00 X 0 0 0 LUCAS CAMPBELL DIRECTOR 1.00 X 0 0 0 WILL GLADDEN DIRECTOR 1.00 X 0 0 0 STEVEN LANE ACTING TREASURER 1.00 X X 0 0 0 YVETTE MURPHY-ERBY DIRECTOR 1.00 X 0 0 0 JOSH HALL VP/EXEC DIR 40.00 X 167378 0 22185 JUSTIN FLETCHER VP OF PROGRAMS 40.00 X 195490 0 44660 CAROL MORALES PRESIDENT/CEO UPSKILL 40.00 X 202551 0 47307 SUSAN UPCHURCH CFO 40.00 X 322473 0 54007 JEFF WEBSTER PRESIDENT/CEO 40.00 X 510883 0 56295 CHRISTY GUITERREZ DIRECTOR OF TECHNOLOGY, SE 40.00 X 100325 0 28692 ALI JOHNSON MARKETING DIRECTOR 40.00 X 113504 0 17836 JAMION NASH FORMER VP OF HOUSING 40.00 X 138103 0 2052 ANTHONY HENSON FORMER DIRECTOR OF ANALYTICS 40.00 X 116512 0 7366 1867219 0 280400 9 1 1 0 BUF ARCHITECTURE STUDIO PLLC 702 SE 5TH ST 50 BENTONVILLE AR 72712 ARCHITECT/ENGINEER 276211 PRISMA (ADAIR CREATIVE GROUP LLC) 307 SOUTH MAIN STREET SUITE 101 BENTONVILLE AR 72712 TECHNOLOGY 185868 NORTHGATE HOLDINGS 5100 W JB HUNT DRIVE ROGERS AR 72758 OFFICE LEASE 165208 3 314879 10307711 10622590 151142 151142 10773732 0 0 151142 501300 501300 2675757 2675757 2053476 1811959 241517 632014 581506 50508 172561 150407 22154 170661 150413 20248 169563 148496 21067 22285 22285 51777 51777 101058 101058 111821 111821 61451 52592 8859 14706 14706 220003 70423 149580 51205 51205 25649 25649 PROVIDER NETWORK 105495 105495 STAFF DEVELOPMENT 62217 41207 21010 BOARD DEVELOPMENT 5165 5165 7208164 6622016 586148 0 422264 1775061 806501 253004 69133 214993 4678138 364472 304340 4313666 4753781 3396081 1007983 864802 7364002 10817607 228330 144589 3137902 3109680 3366232 3254269 X 1128016 3333307 2869754 4230031 3997770 7563338 7364002 10817607 3565568 0 X X 0 1 X 1 1 1 X 3514015 18795524 6883330 5737744 10997136 45927749 3514015 18795524 6883330 5737744 10997136 45927749 22429258 23498491 366 10857 242551 151142 404916 46332665 0.50720 0.59790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4010912 4010912 316154 144054 172100 351072 220418 130654 4313666 VANGUARD INVESTMENT 3396081 C 3396081 OPERATING LEASE RIGHT OF USE ASSET 864802 864802 CURRENT PORTION OF OPERATING LEASE 151410 OPERATING LEASE OBLIGATION LESS CURRENT PORTION 713392 UNEARNED GRANTS 2244878 3109680 X 10773732 0 10773732 0 10773732 7208164 0 7208164 0 7208164 PART X, LINE 2: THE FOUNDATION'S POLICY WITH RESPECT TO EVALUATING UNCERTAIN TAX POSITIIONS IS BASED UPON WHETHER MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THE UNCERTAIN TAX POSITIONS WILL BE SUSTAINED UPON REVIEW BY THE TAXING AUTHORITIES, THEN THE FOUNDATION SHALL INITIALLY AND SUBSEQUENTLY MEASURE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE TAX POSITIONS MUST MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD WITH CONSIDERATION GIVEN TO THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON SETTLEMENT USING THE FACTS,CIRCUMSTANCE AND INFORMATION AT THE REPORTING DATE. THE FOUNDATION WILL REFLECT ONLY THE PORTION OF THE TAX BENEFIT THAT WILL BE SUSTAINED UPON RESOLUTION OF THE POSITION AND APPLICABLE INTEREST ON THE PORTION OF THE TAX BENEFIT NOT RECOGNIZED. BASED UPON MANAGEMENT'S ASSEESSMENT THERE ARE NO UNCERTAIN TAX POSITIONS EXPECTED TO HAVE A MATERIAL IMPACT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. 0 FOR THE LOVE PO BOX 207 BENTONVILLE AR 727120764 861647666 501(C)(3) 5500 0 DISASTER RELIEF NORTHWEST ARKANSAS WOMEN'S SHELTER PO BOX 1059 ROGERS AR 72757 581899051 501(C)(3) 7500 0 DISASTER RELIEF DIVA AND DUDE OUTREACH AND COMMUNITY CENTER 1200 W WALNUT SUITE 1500 ROGERS AR 72756 812749121 501(C)(3) 8000 0 DISASTER RELIEF BENTONVILLE SCHOOL DISTRICT 500 TIGER BLVD BENTONVILLE AR 72712 716020503 501(C)(3) 10000 0 DISASTER RELIEF NORTHWEST ARKANSAS CONTINUUM OF CARE PO BOX 3643 FAYETTEVILLE AR 72702 412073344 501(C)(3) 10000 0 DISASTER RELIEF BENTONVILLE CHURCH OF THE NAZARENE 220 NW A ST BENTONVILLE AR 72712 710572573 501(C)(3) 10000 0 DISASTER RELIEF LIFELINE OF NORTHWEST ARKANSAS 810 NW 7TH ST BENTONVILLE AR 72712 710826701 501(C)(3) 10000 0 DISASTER RELIEF THE UNITED WAY OF GENTRY INC PO BOX 425 GENTRY AR 72734 581808761 501(C)(3) 10000 0 DISASTER RELIEF DRESS FOR SUCCESS NWA 1200 W WALNUT SUITE 1190 ROGERS AR 72756 461981318 501(C)(3) 10500 0 DISASTER RELIEF LEGAL AID OF NORTHWEST ARKANSAS 714 S MAINT ST JONESBORO AR 72401 710439977 501(C)(3) 13000 0 DISASTER RELIEF ARKANSAS COALITION OF MARSHALLESE 614 E EMMA AVE SUITE 113 SPRINGDALE AR 72764 352416698 501(C)(3) 15000 0 DISASTER RELIEF CLOTHES TO CHILDREN 1200 W WALNUT SUITE 3100 ROGERS AR 72756 830559899 501(C)(3) 16000 0 DISASTER RELIEF SUNSHINE SCHOOL AND DEVELOPMENT CENTER 3400 N WOODS LANE ROGERS AR 72756 710542730 501(C)(3) 20000 0 DISASTER RELIEF PEARL 115 N DIXIELAND RD SUITE 1 ROGERS AR 72756 472534808 501(C)(3) 25000 0 DISASTER RELIEF XTREME ACHIEVERS PO BOX 4687 FAYETTEVILLE AR 72702 812613068 501(C)(3) 25000 0 DISASTER RELIEF THE SALVATION ARMY PO BOX 9303 FAYETTEVILLE AR 727039303 580660607 501(C)(3) 25000 0 DISASTER RELIEF CARE COMMUNITY CENTER 2510 N 17TH ST SUITE 203 ROGERS AR 72756 462973383 501(C)(3) 25000 0 DISASTER RELIEF CHILD ADVOCACY CENTER OF BENTON COUNTY 2113 LITTLE FLOCK DRIVE LITTLE FLOCK AR 72756 260158723 501(C)(3) 25000 0 DISASTER RELIEF BOYS AND GIRLS CLUB OF BENTON CO INC PO BOX 448 BENTONVILLE AR 72712 710713904 501(C)(3) 25000 0 DISASTER RELIEF DECATUR PUBLIC SCHOOLS 1498 STADIUM AVE DECATUR AR 72722 716021107 501(C)(3) 25000 0 DISASTER RELIEF ROO'S WORLD 5003 W BAY COURT ROGERS AR 72758 850985604 501(C)(3) 25000 0 DISASTER RELIEF THE JONES CENTER FOR FAMIES 922 E EMMA AVE SPRINGDALE AR 72764 710861941 501(C)(3) 25000 0 DISASTER RELIEF WESTERN BENTON COUNTY PARTNERSHIP 101 N MOUNT OLIVE ST SILOAM SPRINGS AR 72701 922673813 501(C)(3) 50000 0 DISASTER RELIEF ROGERS PUBLIC SCHOOL DISTRICT 500 W WALNUT ROGERS AR 72756 716021134 501(C)(3) 50000 0 DISASTER RELIEF SCHOLARSHIPS 239 1085388 DISASTER RELIEF 1703 1590369 X 0 0 X X 0 0 0 0 0 0 0 0 0 JEFF WEBSTER PRESIDENT/CEO 387522 0 123361 0 0 0 27600 0 28695 0 567178 0 0 0 SUSAN UPCHURCH CFO 258692 0 63781 0 0 0 26977 0 27030 0 376480 0 0 0 CAROL MORALES PRESIDENT/CEO UPSKILL 170954 0 31597 0 0 0 17597 0 29710 0 249858 0 0 0 JUSTIN FLETCHER VP OF PROGRAMS 156312 0 39178 0 0 0 16941 0 27719 0 240150 0 0 0 JOSH HALL VP/EXEC DIR 141773 0 25605 0 0 0 13573 0 8612 0 189563 0 0 0 JAMION NASH FORMER VP OF HOUSING 128103 0 10000 0 0 0 0 0 2052 0 140155 0 0 0 ANTHONY HENSON FORMER DIRECTOR OF ANALYTICS 116512 0 0 0 0 0 0 0 7366 0 123878 0 0 0 PART I, LINE 1A THE FOUNDATION PROVIDES A SOCIAL MEMBERSHIP TO THE PRESIDENT/CEO. PART I, LINE 1B THIS MEMBERSHIP IS PROVIDED BY THE FOUNDATION AND IS USED TO PROMOTE THE FOUNDATION'S PHILANTHROPICAL PURPOSE. RYAN FAUST BOARD MEMBER 276211 ARCHITECT AND ENGINEERING 0 FORM 990, PART VI, SECTION A, LINE 1A COMMITTEES HAVE NO AUTHORITY TO ACT ON BEHALF OF THE BOARD EXCEPT AS SPECIFICALLY AUTHORIZED IN WRITING BY THE BOARD ON PARTICULAR ITEMS OR ISSUES. FORM 990, PART VI, SECTION A, LINE 2 STEPHEN DACUS, BOARD MEMBER, IS BROTHER-IN-LAW OF JOSH HALL, VP/EXEC DIR FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY A THIRD PARTY CPA FIRM, REVIEWED BY THE PRESIDENT, CFO AND FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND STAFF ARE PROVIDED WITH AND ACKNOWLEDGE RECEIPT OF THE CONFLICT OF INTEREST STATEMENT ANNUALLY. DIRECTORS ANNUALLY DISCLOSE POTENTIAL CONFLICTS AND ARE REQURED TO DECLARE ACTUAL CONFLICTS AT BOTH BOARD AND COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SETS THE CEO'S SALARY BASED ON THE RESULTS OF INDUSTRY SALARY SURVEYS AND LOCAL ECONOMIC FACTORS AND OTHER LARGE EMPLOYERS IN THE REGION FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. ALL OTHER DOCUMENTS REFERENCED ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. EXCELLERATE FOUNDATION CHARITABLE SUPPORT 5111 W JB HUNT DR STE 110 ROGERS AR 72758 710255776 GRANTMAKING FOUNDATION AR 501C3 11 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 EXCELLERATE FOUNDATION CHARITABLE SUPPORT Q 72000 EXCELLERATE FOUNDATION CHARITABLE SUPPORT C 5515262