2024-02-08T07:22:55-06:00 2023-06-30 710355269 LANDMARK PLC CPAS P O BOX 10148 FORT SMITH AR 729170148 990 2022-07-01 237408227 UNIVERSITY OF AR FT SMITH FOUNDATIONINC UNIV 4797887051 PO BOX 3649 FORT SMITH AR 72913 LAURA LEHNEN DIRECTOR OF FOUNDATION FINANCE 4797887051 2024-01-30 1 LAURA LEHNEN 999009999 0 DEANA A INFIELD P00440603 4794845740 2024-01-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURA LEHNEN PO BOX 3649 FORT SMITH AR 72913 49895381 0 X UAFS.EDU/COMMUNITY/FOUNDATION/ X 1974 AR TO BENEFIT AND CARRY OUT PURPOSES OF THE UNIVERSITY OF ARKANSAS AT FORT SMITH 28 28 0 28 0 0 2200022 13661622 0 0 -2877069 1912853 27223 25327 -649824 15599802 3122294 3705262 0 0 0 0 68749 193981 382685 945090 1017460 4136133 4916703 -4785957 10683099 118416954 134980673 692045 697593 117724909 134283080 TO BENEFIT AND CARRY OUT PURPOSES OF THE UNIVERSITY OF ARKANSAS AT FORT SMITH 0 0 2095812 2095812 UNIVERSITY OF ARKANSAS FORT SMITH FOUNDATION, INC PROVIDED 1,438 SCHOLARSHIPS TO THE UNIVERSITY OF ARKANSAS AT FORT SMITH. 1552860 1552860 ACADEMIC SUPPORT THAT INCLUDES $1,552,860 FOR FACULTY PROFESSORSHIPS AND CHAIRS, SPONSORSHIP OF VARIOUS CULTURAL EVENTS, AND SUPPORT OF MAYMESTER PROGRAMS. 56590 56590 GENERAL OPERATIONS SUPPORT TO THE UNIVERSITY 3705262 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 19 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 1 1 X LAURA LEHNEN 4797887039 5210 GRAND AVENUE FORT SMITH AR 72901 BENJAMIN J SHIPLEY III DIRECTOR 2.00 X 0 0 0 BILL HANNA SECRETARY 2.00 X 0 0 0 DAVID CRAVENS VICE CHAIR 2.00 X X 0 0 0 DOUGLAS BABB CHAIR 2.00 X X 0 0 0 DR REBECCA FLECK TREASURER 2.00 X X 0 0 0 GEORGE JACKSON III DIRECTOR 2.00 X 0 0 0 MICHAEL HADLEY DIRECTOR 2.00 X 0 0 0 RICK BEAUCHAMP DIRECTOR 2.00 X 0 0 0 BRICE JONES DIRECTOR 2.00 X 0 0 0 STANHOPE WILKINSON DIRECTOR 2.00 X 0 0 0 STEVE CLARK DIRECTOR 2.00 X 0 0 0 DREW HARMON DIRECTOR 2.00 X 0 0 0 REBECCA HURST DIRECTOR 2.00 X 0 0 0 DR STEVE FELIX-BELINGA DIRECTOR 2.00 X 0 0 0 KEN KILGORE DIRECTOR 2.00 X 0 0 0 JAMES RICHARDSON DIRECTOR 2.00 X 0 0 0 DR BRENDA YELVINGTON DIRECTOR 2.00 X 0 0 0 TRAVIS BESHEARS DIRECTOR 2.00 X 0 0 0 SANDY DIXON DIRECTOR 2.00 X 0 0 0 JESSE HENSON DIRECTOR 2.00 X 0 0 0 AARON LITTLEFIELD DIRECTOR 2.00 X 0 0 0 JUDY MCREYNOLDS DIRECTOR 2.00 X 0 0 0 JEFF CARRIER DIRECTOR 2.00 X 0 0 0 ROSALBA DEMONDESERT DIRECTOR 2.00 X 0 0 0 RYAN GEHRIG DIRECTOR 2.00 X 0 0 0 ROGER HOLROYD DIRECTOR 2.00 X 0 0 0 DR MARTA LOYD DIRECTOR 2.00 X 0 0 0 JASON MYERS DIRECTOR 2.00 X 0 0 0 BLAKE RICKMAN EXECUTIVE DIRECTOR 1.00 40.00 X 0 162062 40135 DR TERISA RILEY CHANCELLOR UAFS 1.00 40.00 X 0 337800 42558 0 499862 82693 0 0 1 0 WINKLER CONSULTING GROUP INC 1036 EWALL ST MT PLEASANT SC 29464 BUSINESS MANAGEMENT CONSULTING 193981 1 13661622 108366 13661622 3559720 3559720 32648712 34295579 -1646867 -1646867 -1646867 OTHER REVENUES 900099 25327 25327 25327 15599802 25327 0 1912853 3705262 3705262 193981 193981 217292 217292 207118 174246 32872 95378 7613 87765 26253 18457 7796 185847 185847 4253 3463 790 27337 24233 3104 78810 44982 33828 10704 10704 SPONSORSHIPS 84071 76825 7246 ANNUITY OBLIGATIONS 53583 53583 SUBSCRIPTIONS AND DUES 26311 11084 15227 SCHOLARSHIPS AND ASSIST 427 427 76 76 4916703 3705262 828756 382685 6957048 15515064 9541 9541 9541 111450365 119456068 118416954 134980673 68727 89525 623318 608068 692045 697593 X 19045473 19431209 98679436 114851871 117724909 134283080 118416954 134980673 10683099 5875072 0 X X 0 1 X 1 0 X 1755685 992109 2943540 3321806 1903570 10916710 855698 1016941 1067334 1068332 111188 4119493 2611383 2009050 4010874 4390138 2014758 15036203 15036203 3898713 2704421 2405322 2231214 3342428 14582098 8466 4160 8747 27223 25327 73923 29692224 0.50640 0.50290 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ART & DESIGN ADDITION & NURSING PROGRAM DATE: 08/17/22 AMOUNT: 11508465. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95395462 832683 4810288 101038433 108456310 1708407 -10985979 1937730 1845546 95395462 84960188 8302742 18433349 1613710 1626259 108456310 83733320 1832024 2456952 979273 2082835 84960188 83118008 1064114 2646500 1425978 1669324 83733320 0.12000 0.88000 0 0 9541 9541 9541 ANNUITY OBLIGATIONS 507901 OTHER ADVANCED RECEIPTS 100167 608068 X 21260404 5875072 2822 5877894 15382510 217292 217292 15599802 4702233 2822 2822 4699411 217292 217292 4916703 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, EQUIPMENT, 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 AND DOES NOT FILE ANY STATE RETURNS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 LESS THAN 1% OWNERSHIP IN PASSIVE FOREIGN INVESTMENT COMPANY & FOREIGN PARTNERSHIP;LISTTOTAL 2123140 2358658 0 0 0 0 0 0 2358658 0 2358658 0 0 0 1 1 0 PART III ACCOUNTING METHOD: X X 1 WINKLER CONSULTING GROUP 1036 EWALL ST MT PLEASANT SC 29464 DATA ANALYTICS AND SOLICITATION MATERIALS 0 0 193981 0 193981 1 UNIVERSITY OF ARKANSAS FORT SMITH PO BOX 3649 FORT SMITH AR 72913 710394794 115 3705262 0 LIBRARY, SCHOLARSHIP, EQUIPMENT, AND OTHER. 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. X X X 1 1 0 0 0 0 0 0 0 0 0 DR TERISA RILEY CHANCELLOR UAFS 0 295800 0 0 0 42000 0 0 0 42558 0 380358 0 0 BLAKE RICKMAN EXECUTIVE DIRECTOR 0 161262 0 0 0 800 0 0 0 40135 0 202197 0 0 PART I, LINE 1A DR. TERISA RILEY AS CHANCELLOR OF THE UNIVERSITY OF ARKANSAS FORT SMITH IS PROVIDED WITH HOUSING AND A DISCRETIONARY SPENDING ACOCUNT BY THE FOUNDATION. X 6 106650 FAIR MARKET VALUE X 1 249 FAIR MARKET VALUE X 1 322 FAIR MARKET VALUE X 1 2067 FAIR MARKET VALUE X INSTRUMENTS 2 1900 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE FOUNDATION MAY USE A REAL ESTATE BROKER TO SELL DONATED REAL ESTATE PROPERTY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION, DIRECTOR OF FOUNDATION FINANCE AND OPERATIONS, AND THE AUDIT COMMITTEE REPRESENTING THE FOUNDATION BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED TO ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: 1. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. 2. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATION CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS OF REVIEWING 990 HAS NOT CHANGED FROM PRIOR YEAR. UNIVERSITY OF ARKANSAS FORT SMITH PO BOX 3649 FORT SMITH AR 72913 710394794 HIGHER EDUCATION AR 115 170(B)(1) (A)(IV) N/A 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 1 1 UNIVERSITY OF ARKANSAS AT FORT SMITH B 3705262 ACTUAL COST UNIVERSITY OF ARKANSAS AT FORT SMITH L 188704 ACTUAL COST UNIVERSITY OF ARKANSAS AT FORT SMITH O 2822 ACTUAL COST