2024-05-10T17:42:19-04:00 2023-06-30 710698607 SHOPTAW LABAHN & COMPANY PA 915 W MAIN STREET SUITE B RUSSELLVILLE AR 72801 990 2022-07-01 710561120 ARKANSAS TECH UNIVERSITY FOUNDATION ARKA 4799680400 PO BOX 1105 RUSSELLVILLE AR 72811 JASON GEIKEN EXECUTIVE VICE PRES 4799680400 2024-05-07 true JASON GEIKEN XXX-XX-XXXX true JOHN W SHOPTAW P00019877 4799673600 2024-05-06 2022 2023-04-26 12:10:37Z JASON GEIKEN 1509 NORTH BOULDER RUSSELLVILLE AR 72801 4696021 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 30 0 12123433 3597117 0 3109930 -1780593 0 15233363 1816524 921471 997139 0 365199 583096 93784 36000 273932 1442626 1792782 2823080 3409017 12410283 -1592493 54871216 57906367 7840879 8940523 47030337 48965844 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 2703155 997139 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. 207048 PROVIDED SCHOLARSHIPS TO STUDENTS OF ARKANAS TECH UNIVERSITY AND SUPPORTED ACADEMIC AND ATHLETIC PROGRAMS OF THE UNIVERSITY. 207048 2910203 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 true false false false false false false false true 44 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 BARTON ALLEN PAST CHAIR 0.50 X X 0 0 0 J W STRATTON DIRECTOR 0.50 X 0 0 0 BRAD THRESHER DIRECTOR 0.50 X 0 0 0 PORTIA SHORT DIRECTOR 0.50 X 0 0 0 WAYNE YOUNG DIRECTOR-CHA 0.50 X 0 0 0 JEFF WARD DIRECTOR 0.50 X 0 0 0 DEANA INFIELD DIRECTOR 1.00 X 0 0 0 JOSH MASTERS DIRECTOR 0.50 X 0 0 0 BRYCE MOBLEY DIRECTOR 0.50 X 0 0 0 CHERYL DENTON DIRECTOR 0.50 X 0 0 0 LUKE BRADSHAW DIRECTOR 0.50 X 0 0 0 BRENT GARRETT DIRECTOR 0.50 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 173400 38232 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 ROBIN BOWEN DIRECTOR EX 0.50 X 9000 404089 42868 IAN BRYAN DIRECTOR 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 MARY ANNE SALMON DIRECTOR 0.50 X 0 0 0 TOM MCCORMICK DIRECTOR 0.50 X 0 0 0 9000 577489 81100 false true false 3597117 173951 3597117 1098904 1098904 2879497 -2879497 -2879497 -2879497 1816524 -2879497 1098904 X 997139 997139 583096 207048 138116 237932 12875 12875 60000 60000 36000 36000 1744 544 1200 60278 60278 1770 1770 ATHLETICS EXPENDITURES 407015 407015 EDUCATIONAL EQUIPMENT 260777 260777 PROFESSIONAL FEES 182454 182454 CAPITAL OUTLAY - ARTWORK 168500 168500 637369 624678 12691 3409017 2910203 224882 273932 160460 117305 703988 1853176 978982 1886377 2551263 48034422 45935641 4993364 5562605 54871216 57906367 259 106775 7840620 8833748 7840879 8940523 X 4757354 4751969 42272983 44213875 47030337 48965844 54871216 57906367 X -1592493 3528002 -2 X false true X true false X 5062791 5043823 1993605 6703227 3597117 22400563 5062791 5043823 1993605 6703227 3597117 22400563 11890203 10510360 737658 839847 1182955 1595655 1098904 5455019 27855582 0.37730 0.59840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 false false 60000 60000 60000 12000 3000 48000 false 12000 11000 12000 12000 47000 70500 60000 55000 60000 60000 235000 3000 2750 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. 27932161 640411 -206862 28365710 24691164 5246216 -2005219 27932161 23295629 1135801 259734 24691164 20295442 3002444 6076 8333 23295629 16939490 3323638 32314 20295442 1.00000 false false LIMITED PARTNERSHIPS 3773035 C LIFE INSURANCE CSV 1379917 C COMMERCIAL ANNUITIES 409653 F 5562605 UNIVERSITY FUNDS UNDER MANAGEMENT 8515998 DEFERRED COMPENSATION PAYABLE 272463 LIABILITY FOR ANNUITIES 45287 8833748 5518347 3528002 173821 3701823 1816524 1816524 3582838 173821 173821 3409017 3409017 X X X X true true SCHOLARSHIP ASSISTANCE 649 997139 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 173400 38232 211632 ROBIN BOWEN DIRECTOR EX OFFICIO 386089 9000 18000 42868 9000 446957 X 5 173951 APPRAISAL 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 IX, LINE 24E FOOD AND ENTERTAINMENT 74,879 0 0 PRINTING 71,833 0 0 FURNISHINGS PROVIDED ATU 54,126 0 0 DEFERRED COMPENSATION PRO 50,000 0 0 DUES AND MEETINGS 48,624 0 0 COMPUTER SOFTWARE LICENSE 36,434 0 0 COMMUNITY RELATIONS 32,757 0 0 LANDSCAPING SUPPLIES 32,725 0 0 DEPARTMENTAL SUPPLIES 32,194 0 0 OTHER FEES AND SERVICES 31,559 0 0 COMPUTERS AND COMPUTER EQ 29,707 0 0 POSTAGE 22,156 0 0 SPONSORSHIPS 20,250 0 0 ANNUITY BENEFITS 16,581 0 0 AWARDS 15,925 0 0 TUITION AND FEES 14,568 0 0 RECOGNITION 11,709 0 0 BANK CHARGES 0 9,059 0 NONCASH EXPEND - SUPPLIES 5,321 0 0 OTHER OPERATING SUPPLIES 4,892 0 0 SALES AND USE TAX 4,421 0 0 BOOKS AND EDUCATIONAL MAT 4,227 0 0 GAME EQUIPMENT 3,794 0 0 OFFICE SUPPLIES AND EXPEN 0 3,632 0 CELLULAR USAGE 3,600 0 0 MISCELLANEOUS 1,125 0 0 MEDICAL EXPENSE 850 0 0 REPAIRS 421 0 0 TOTAL 624,678 12,691 0 FORM 990, PART XI, LINE 9 ROUND -2