Skip to content
Nonprofiteer
← UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE

Form 990 for tax year 2023

Filed by UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE.

Totals

Total revenue
$3,789,174
Total expenses
$7,619,670
Contributions and grants received
$840,595
Grants paid
$55,000
Program service revenue
$1,720,055
Investment income
$1,204,693
Other revenue
$23,831
Total assets, end of year
$171,924,068
Total liabilities, end of year
$564,404
Net assets or fund balances, end of year
$171,359,664
Program services expenses (Part IX)
$6,312,156
Management and general expenses
$1,101,153
Fundraising expenses
$206,361
Program service expenses (Part III)
$6,312,156

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $800,000

  • 1f · All other contributions, gifts and grants

    $40,595

  • 2a · Program service revenue: CONFERENCES/LODGING

    total $883,812 · related or exempt $883,812

  • 2b · Program service revenue: FOOD

    total $704,193 · related or exempt $704,193

  • 2c · Program service revenue: FACILITATION

    total $66,553 · related or exempt $66,553

  • 2d · Program service revenue: WORKSHOPS

    total $43,524 · related or exempt $43,524

  • 2e · Program service revenue: OTHER

    total $21,973 · related or exempt $21,973

  • 3 · Investment income

    total $1,204,693 · excluded $1,204,693

  • 5 · Royalties

    total $101 · excluded $101

  • 6a · Gross rents

    real property $23,730

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $23,730

  • 6d · Net rental income or loss

    total $23,730 · related or exempt $23,730

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $55,000 · program services $55,000

  • 5 · Compensation of officers, directors and key employees

    total $588,205 · program services $135,287 · management and general $441,154 · fundraising $11,764

  • 7 · Other salaries and wages

    total $1,688,769 · program services $1,502,505 · management and general $54,743 · fundraising $131,521

  • 8 · Pension plan contributions

    total $322,962 · program services $252,488 · management and general $62,996 · fundraising $7,478

  • 9 · Other employee benefits

    total $149,215 · program services $116,654 · management and general $29,106 · fundraising $3,455

  • 10 · Payroll taxes

    total $291,254 · program services $227,699 · management and general $56,811 · fundraising $6,744

  • 11c · Fees: accounting

    total $63,887 · program services $23,211 · management and general $39,619 · fundraising $1,057

  • 11f · Fees: investment management

    total $125,877 · management and general $125,877

  • 12 · Advertising and promotion

    total $66,562 · program services $52,895 · management and general $49 · fundraising $13,618

  • 13 · Office expenses

    total $29,763 · program services $26,943 · fundraising $2,820

  • 17 · Travel

    total $51,638 · program services $44,568 · management and general $6,449 · fundraising $621

  • 22 · Depreciation, depletion and amortization

    total $838,804 · program services $796,623 · management and general $31,636 · fundraising $10,545

  • 24a · Other expenses: DIRECT EXPENSES

    total $2,006,393 · program services $2,003,064 · management and general $3,329

  • 24b · Other expenses: MISCELLANEOUS

    total $651,575 · program services $475,895 · management and general $165,155 · fundraising $10,525

  • 24c · Other expenses: UTILITIES

    total $323,267 · program services $320,034 · management and general $3,233

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $138,167 · program services $135,776 · management and general $2,312 · fundraising $79

  • 24e · All other expenses

    total $228,332 · program services $143,514 · management and general $78,684 · fundraising $6,134

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,850 · end of year $1,749

  • 2 · Savings and temporary cash investments

    beginning of year $3,703,845 · end of year $3,243,921

  • 4 · Accounts receivable

    beginning of year $471,011 · end of year $445,197

  • 8 · Inventories for sale or use

    beginning of year $15,769 · end of year $18,421

  • 9 · Prepaid expenses and deferred charges

    beginning of year $44,636 · end of year $78,518

  • 10a · Land, buildings and equipment: cost or other basis

    $23,201,469

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,550,283

  • 10c · Land, buildings and equipment, net

    beginning of year $13,070,583 · end of year $12,651,186

  • 15 · Other assets

    beginning of year $143,304,642 · end of year $155,485,076

  • 17 · Accounts payable and accrued expenses

    beginning of year $514,487 · end of year $564,404

  • 27 · Net assets without donor restrictions

    beginning of year $34,952,072 · end of year $35,343,592

  • 28 · Net assets with donor restrictions

    beginning of year $125,145,777 · end of year $136,016,072

Mission and programs · 2023

Mission

WE CONTINUE WINTHROP ROCKEFELLER'S COLLABORATIVE APPROACH TO CREATING TRANSFORMATIONAL CHANGE.

  • ORGANIZATION AND SETUP OF LODGING AND CONFERENCE ROOM FACILITIES USED FOR EDUCATIONAL PURPOSES ASSOCIATED WITH THE UNIVERSITY OF ARKANSAS SYSTEM.

    Expenses $6,312,156 · Grants $55,000 · Revenue $1,743,785

As filed on the 2023 return.

Listed in Part VII

  • Dr Stephanie Gardner

    DIRECTOR

    Total calculated
    $461,648
    From this org
    $0
    From related orgs
    $422,632
    Other
    $39,016
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,632 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $6,016 related
    Filer's total
    $0 + $461,648 related

  • Ms Lisenne Rockefeller

    SECRETARY AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Deborah Baldwin

    CHAIR AND DIRECTOR

    Total calculated
    $45,499
    From this org
    $0
    From related orgs
    $45,499
    Other
    $0
    Hours/week
    1 + 40 related

  • Carla Martin

    DIRECTOR

    Total calculated
    $193,215
    From this org
    $0
    From related orgs
    $163,200
    Other
    $30,015
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,200 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,400 related
    Nontaxable benefits
    $0 + $13,615 related
    Filer's total
    $0 + $193,215 related

  • Freddie Black

    VICE CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bob McKuin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Deacue Fields

    DIRECTOR

    Total calculated
    $385,370
    From this org
    $0
    From related orgs
    $340,000
    Other
    $45,370
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $32,300 related
    Nontaxable benefits
    $0 + $13,070 related
    Filer's total
    $0 + $385,370 related

  • Gus Vratsinas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Willenberg

    DIRECTOR

    Total calculated
    $236,577
    From this org
    $0
    From related orgs
    $197,136
    Other
    $39,441
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,136 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,721 related
    Nontaxable benefits
    $0 + $9,720 related
    Filer's total
    $0 + $236,577 related

  • Allison Brucker

    CORPORATE SECRETARY

    Total calculated
    $0
    Hours/week
    40

  • Janet Harris

    EXECUTIVE DIRECTOR/CEO

    Total calculated
    $216,227
    From this org
    $191,875
    From related orgs
    $0
    Other
    $24,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,875
    Bonus
    $0
    Other
    $0
    Deferred
    $19,704
    Nontaxable benefits
    $4,648
    Filer's total
    $216,227

  • Shawn Cathey

    CORPORATE TREASURER

    Total calculated
    $175,659
    From this org
    $148,955
    From related orgs
    $0
    Other
    $26,704
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,955
    Bonus
    $0
    Other
    $0
    Deferred
    $15,495
    Nontaxable benefits
    $11,209
    Filer's total
    $175,659

  • James Carder Hawkins

    CHIEF STRATEGY OFFICER

    Total calculated
    $159,984
    From this org
    $159,984
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,984
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $159,984

  • Ladonna Cole

    CONTROLLER

    Total calculated
    $106,796
    From this org
    $87,392
    From related orgs
    $0
    Other
    $19,404
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
ONSITE HOUSING IS PROVIDED WHEN NEEDED FOR THE EXECUTIVE DIRECTOR IF SHE NEEDS TO BE AVAILABLE AT THE FACILITY DURING ALL HOURS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TOMORROW'S INC

    C · BEVERAGE SALES · AR

Provenance

Return type
form_990
Tax year
2023
Filed
26 June 2025
IRS schema version
2023v6.0
Source object
202501829349301500

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.