Nonprofit · EIN 71-6056774
UNIVERSITY OF ARKANSAS FOUNDATION INC
Also known as UNIVERSITY OF ARKANSAS FDN INC
Tax-exempt · FAYETTEVILLE, AR 72701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $154,079,588 | $142,873,537 | $11,206,051 | $2,250,433,051 | $15,335,424 | $2,235,097,627 |
| June 30, 2024 | 990 | $122,885,875 | $146,613,036 | -$23,727,161 | $2,087,613,897 | $19,228,339 | $2,068,385,558 |
| June 30, 2023 | 990 | $131,431,688 | $133,651,457 | -$2,219,769 | $1,953,877,195 | $22,157,769 | $1,931,719,426 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $92,648,032
- Program service revenue
- $0
- Investment income
- $61,427,109
- Royalties
- $4,447
- Net gain from sales of assets
- $25,184,001
- Other revenue
- $4,447
Expenses
- Grants and similar amounts paid
- $135,022,878
- Compensation of officers, directors and key employees
- $1,823,150
- Other salaries and wages
- $482,439
- Salaries, compensation and benefits (total)
- $2,537,528
- Professional fundraising fees
- $0
- Legal fees
- $2,785
- Accounting fees
- $97,084
- Occupancy
- $90,891
- Travel
- $2,763
- Program services (functional)
- $135,022,878
- Management and general (functional)
- $7,850,659
Balance sheet and other
- Total assets, start of year
- $2,087,613,897
- Total assets, end of year
- $2,250,433,051
- Total liabilities, end of year
- $15,335,424
- Net assets, end of year
- $2,235,097,627
- Publicly traded securities
- $432,378,059
- Net assets without donor restrictions
- $187,785,058
- Net assets with donor restrictions
- $2,047,312,569
- Gross unrelated business income
- $79,746
- Gross receipts
- $1,865,326,856
- Employees
- 9
- Volunteers
- 25
- Year formed
- 1956
- State of legal domicile
- AR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR CLAY H DAVIS | PRESIDENT/CEO Officer | 40 | $464,857 | $48,941 |
| MR ROBERT KOSTER | EXECUTIVE VICE PRESIDENT/COO Officer | 40 | $295,585 | $52,652 |
| MS DIANNA LEE | VICE PRESIDENT ADMINISTRATION Officer | 40 | $266,942 | $43,820 |
| MS VICKIE FERGUSON | VICE PRESIDENT/DIR. OF INVESTMENTS Officer | 40 | $226,202 | $22,837 |
| MS TRACI PHELAN | ASSOCIATE VICE PRESIDENT/CFO Officer | 40 | $212,795 | $34,340 |
| MS BARBARA ESCH | CONTROLLER Highest-paid employee | 40 | $151,624 | $30,513 |
| MS ROBYN WINKLE | DIRECTOR DATA SYSTEMS Highest-paid employee | 40 | $120,458 | $28,633 |
| MS AMY BELL | ACCOUNTS PAYABLE MANAGER Highest-paid employee | 40 | $118,223 | $12,034 |
| MR CLIFF GIBSON III | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR TED DICKEY | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR MIKE AKIN | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR MARK WALDRIP | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS ANN ROSSO | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR TIM O'DONNELL | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR BEAU BLAIR | BOARD MEMBER/VICE CHAIR Trustee or director | 0.1 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MS PATTI BAILEY | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MS CHERYL SHUFFIELD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MS CYNTHIA CONGER | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR RANDY RISHER | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR SCOTT SAFFOLD | BOARD MEMBER/CHAIR Trustee or director | 0.1 | $0 |
| MR CALVIN BOOKER | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MS VELOIS BOWERS | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR ARCHIE SCHAFFER | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR DICK TRAMMEL | BOARD MEMBER Trustee or director | 0.1 | $0 |
| DR KEVIN STEPHENSON | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR LESTER MATLOCK | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MS NATALIE ROCKEFELLER | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR KEVIN ROSE | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR SCOTT MCKENNON | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR ED COPELAND | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MS ASHLEY WELCH HUDSON | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR RICK DUFFIELD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MR JOSH ZYLKS | BOARD MEMBER Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR CLAY H DAVIS | PRESIDENT/CEO Officer | 40 | $443,146 | $46,985 |
| MR ROBERT KOSTER | EXECUTIVE VICE PRESIDENT/COO Officer | 40 | $281,919 | $50,871 |
| MS DIANNA LEE | VICE PRESIDENT ADMINISTRATION Officer | 40 | $261,094 | $42,544 |
| MS VICKIE FERGUSON | VICE PRESIDENT/DIR. OF INVESTMENTS Officer | 40 | $214,469 | $22,984 |
| MS TRACI PHELAN | ASSOCIATE VICE PRESIDENT/CFO Officer | 40 | $188,610 | $30,891 |
| MS BARBARA ESCH | CONTROLLER Highest-paid employee | 40 | $136,098 | $28,820 |
| MS ROBYN WINKLE | DIRECTOR DATA SYSTEMS Highest-paid employee | 40 | $115,592 | $27,125 |
| MS AMY BELL | ACCOUNTS PAYABLE MANAGER Highest-paid employee | 40 | $108,400 | $11,051 |
| MR CLIFF GIBSON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR TED DICKEY | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR MIKE AKIN | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR MARK WALDRIP | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS ANN ROSSO | BOARD MEMBER/CHAIR Trustee or director | 0.1 | $0 | $0 |
| MR TIM O'DONNELL | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR BEAU BLAIR | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS PATTI BAILEY | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR CHERYL SHUFFIELD | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS CYNTHIA CONGER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR RANDY RISHER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR SCOTT SAFFOLD | BOARD MEMBER/VICE CHAIR Trustee or director | 0.1 | $0 | $0 |
| MR CALVIN BOOKER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| DR DIANE S GILLELAND | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR ARCHIE SCHAFFER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR DICK TRAMMEL | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| DR KEVIN STEPHENSON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS NATALIE ROCKEFELLER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR KEVIN ROSE | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR SCOTT MCKENNON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR ED COPELAND | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS ASHLEY WELCH HUDSON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR RICK DUFFIELD | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR NED HENDRIX | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
990 for the year ended June 30, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR CLAY H DAVIS | PRESIDENT/CEO Officer | 40 | $417,342 | $44,834 |
| MR ROBERT KOSTER | EXECUTIVE VICE PRES/COO Officer | 40 | $262,190 | $43,354 |
| MS DIANNA LEE | VICE PRESIDENT ADMINISTRATION Officer | 40 | $256,239 | $40,209 |
| MS VICKIE FERGUSON | VICE PRESIDENT/DIR. OF INVESTMENTS Officer | 40 | $201,813 | $21,718 |
| MS TRACI PHELAN | ASSOCIATE VICE PRESIDENT/CONTROLLER Officer | 40 | $161,903 | $28,698 |
| MS BARBARA ESCH | SENIOR ACCOUNTANT Highest-paid employee | 40 | $120,329 | $26,326 |
| MS ROBYN WINKLE | DIRECTOR DATA SYSTEMS Highest-paid employee | 40 | $108,766 | $26,318 |
| MS AMY BELL | ACCOUNTS PAYABLE MANAGER Highest-paid employee | 40 | $102,094 | $10,421 |
| MR CLIFF GIBSON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR BEN HYNEMAN | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR MIKE AKIN | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR MARK WALDRIP | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS ANN ROSSO | BOARD MEMBER/CHAIR Trustee or director | 0.1 | $0 | $0 |
| MR TIM O'DONNELL | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR BEAU BLAIR | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS PATTI BAILEY | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR PETER G KUMPE | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS CYNTHIA CONGER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR RANDY RISHER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR SCOTT SAFFOLD | BOARD MEMBER/VICE CHAIR Trustee or director | 0.1 | $0 | $0 |
| MR CALVIN BOOKER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| DR DIANE S GILLELAND | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR ARCHIE SCHAFFER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR DICK TRAMMEL | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| DR KEVIN STEPHENSON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR DON L GIBSON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS NATALIE ROCKEFELLER | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR KEVIN ROSE | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR SCOTT MCKENNON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR ED COPELAND | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MS ASHLEY WELCH HUDSON | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR RICK DUFFIELD | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR NED HENDRIX | BOARD MEMBER Trustee or director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 535 W RESEARCH CENTER BLVD STE 120, FAYETTEVILLE, AR 72701-6944
- In care of
- % NORTHERN TRUST COMPANY
- Mailing address (990-N for 2019)
- 4301 West Markham, Little Rock AR 72205
- Principal officer (990 for 2024)
- TRACI PHELAN, 535 RESEARCH CENTER BLVD 120, FAYETTEVILLE, AR 72701
- Principal officer (990-N for 2019)
- Rachel Stafford, 4301 West Markham, Little Rock AR 72205
- Signed the 990
- TRACI PHELAN, CFO
- Phone
- (479) 575-5581
- Website
- WWW.UARKFOUNDATION.ORG
- Return prepared by
- HOGANTAYLOR LLP
Mission
PROVIDE SUPPORT FOR THE UNIVERSITY OF ARKANSAS SYSTEM.
Program accomplishments
- FUNDS ALLOCATED TO SUPPORTED ORGANIZATIONS FOR CONSTRUCTION AND EQUIPMENT.Expenses $28,195,412 · grants $28,195,412
- FUNDS ALLOCATED TO SUPPORTED ORGANIZATIONS FOR RESEARCH, FACULTY/STAFF SUPPORT AND SCHOLARSHIPS AND AWARDS.Expenses $52,623,823 · grants $52,623,823
- FUNDS ALLOCATED TO SUPPORTED ORGANIZATION FOR ALL OTHER PROGRAM EXPENSES.Expenses $54,203,643 · grants $54,203,643
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 71-6056774
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $2,250,433,051
- Income (IRS master file)
- $1,865,326,856
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $154,079,588 | $142,873,537 | $2,250,433,051 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $122,885,875 | $146,613,036 | $2,087,613,897 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $131,431,688 | $133,651,457 | $1,953,877,195 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $77,874,519 | $104,871,250 | $1,894,141,764 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-N for 2019 Officer: Rachel Stafford | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 71-6056774).
Questions about UNIVERSITY OF ARKANSAS FOUNDATION INC
- What is the EIN of UNIVERSITY OF ARKANSAS FOUNDATION INC?
- The employer identification number (EIN) of UNIVERSITY OF ARKANSAS FOUNDATION INC is 71-6056774.
- Is UNIVERSITY OF ARKANSAS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to UNIVERSITY OF ARKANSAS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF ARKANSAS FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF ARKANSAS FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF ARKANSAS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF ARKANSAS FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names TRACI PHELAN.
- Who are the officers and directors of UNIVERSITY OF ARKANSAS FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 33 people; 8 received compensation from the organization, the highest $464,857 (DR CLAY H DAVIS, PRESIDENT/CEO).
- How much revenue does UNIVERSITY OF ARKANSAS FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $154,079,588, expenses of $142,873,537 and total assets of $2,250,433,051 at year end.
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