Skip to content
Nonprofiteer
← UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE

Form 990 for tax year 2024

Filed by UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE.

Totals

Total revenue
$3,679,296
Total expenses
$7,997,573
Contributions and grants received
$151,840
Grants paid
$75,000
Program service revenue
$2,127,101
Investment income
$1,368,601
Other revenue
$31,754
Total assets, end of year
$181,293,278
Total liabilities, end of year
$791,570
Net assets or fund balances, end of year
$180,501,708
Program services expenses (Part IX)
$6,627,413
Management and general expenses
$1,078,464
Fundraising expenses
$291,696
Program service expenses (Part III)
$6,627,413

Program services were 82.9% 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.

  • 1f · All other contributions, gifts and grants

    $151,840

  • 2a · Program service revenue: CONFERENCES/LODGING

    total $1,098,493 · related or exempt $1,098,493

  • 2b · Program service revenue: FOOD

    total $903,788 · related or exempt $903,788

  • 2c · Program service revenue: FACILITATION

    total $82,218 · related or exempt $82,218

  • 2d · Program service revenue: WORKSHOPS

    total $29,100 · related or exempt $29,100

  • 2e · Program service revenue: OTHER

    total $13,502 · related or exempt $13,502

  • 3 · Investment income

    total $1,368,601 · excluded $1,368,601

  • 5 · Royalties

    total $180 · excluded $180

  • 6a · Gross rents

    real property $31,574

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $31,574

  • 6d · Net rental income or loss

    total $31,574 · related or exempt $31,574

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $75,000 · program services $75,000

  • 5 · Compensation of officers, directors and key employees

    total $478,091 · program services $109,961 · management and general $358,568 · fundraising $9,562

  • 7 · Other salaries and wages

    total $1,964,563 · program services $1,613,475 · management and general $164,782 · fundraising $186,306

  • 8 · Pension plan contributions

    total $353,514 · program services $269,169 · management and general $64,875 · fundraising $19,470

  • 9 · Other employee benefits

    total $148,521 · program services $113,085 · management and general $27,256 · fundraising $8,180

  • 10 · Payroll taxes

    total $280,306 · program services $213,428 · management and general $51,441 · fundraising $15,437

  • 11c · Fees: accounting

    total $47,975 · program services $18,369 · management and general $28,837 · fundraising $769

  • 11f · Fees: investment management

    total $127,305 · management and general $127,305

  • 12 · Advertising and promotion

    total $93,984 · program services $82,817 · management and general $379 · fundraising $10,788

  • 13 · Office expenses

    total $20,615 · program services $17,837 · fundraising $2,778

  • 17 · Travel

    total $86,516 · program services $71,106 · management and general $7,020 · fundraising $8,390

  • 22 · Depreciation, depletion and amortization

    total $854,975 · program services $812,044 · management and general $32,198 · fundraising $10,733

  • 24a · Other expenses: DIRECT EXPENSES

    total $2,062,834 · program services $2,059,149 · management and general $3,685

  • 24b · Other expenses: MISCELLANEOUS

    total $744,339 · program services $541,996 · management and general $189,984 · fundraising $12,359

  • 24c · Other expenses: UTILITIES

    total $339,849 · program services $336,451 · management and general $3,398

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $159,144 · program services $156,756 · management and general $2,334 · fundraising $54

  • 24e · All other expenses

    total $160,042 · program services $136,770 · management and general $16,402 · fundraising $6,870

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,749 · end of year $1,750

  • 2 · Savings and temporary cash investments

    beginning of year $3,243,921 · end of year $3,168,891

  • 4 · Accounts receivable

    beginning of year $445,197 · end of year $386,196

  • 8 · Inventories for sale or use

    beginning of year $18,421 · end of year $17,964

  • 9 · Prepaid expenses and deferred charges

    beginning of year $78,518 · end of year $108,101

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

    $23,565,753

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

    $11,405,259

  • 10c · Land, buildings and equipment, net

    beginning of year $12,651,186 · end of year $12,160,494

  • 15 · Other assets

    beginning of year $155,485,076 · end of year $165,449,882

  • 17 · Accounts payable and accrued expenses

    beginning of year $564,404 · end of year $791,570

  • 27 · Net assets without donor restrictions

    beginning of year $35,343,592 · end of year $35,923,973

  • 28 · Net assets with donor restrictions

    beginning of year $136,016,072 · end of year $144,577,735

Mission and programs · 2024

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 $6,627,413 · Grants $75,000 · Revenue $2,158,675

As filed on the 2024 return.

Listed in Part VII

  • Lisenne Rockefeller

    SECRETARY AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Deborah Baldwin

    CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Carla Martin

    DIRECTOR

    Total calculated
    $194,059
    From this org
    $0
    From related orgs
    $164,200
    Other
    $29,859
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,200 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,420 related
    Nontaxable benefits
    $0 + $13,439 related
    Filer's total
    $0 + $194,059 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
    $440,582
    From this org
    $0
    From related orgs
    $375,000
    Other
    $65,582
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,200 related
    Nontaxable benefits
    $0 + $31,382 related
    Filer's total
    $0 + $440,582 related

  • Gus Vratsinas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Willenberg

    DIRECTOR

    Total calculated
    $260,295
    From this org
    $0
    From related orgs
    $202,069
    Other
    $58,226
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,069 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $30,310 related
    Nontaxable benefits
    $0 + $27,916 related
    Filer's total
    $0 + $260,295 related

  • Dr Wendy Ward

    DIRECTOR

    Total calculated
    $231,627
    From this org
    $0
    From related orgs
    $192,636
    Other
    $38,991
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,636 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $19,264 related
    Nontaxable benefits
    $0 + $19,727 related
    Filer's total
    $0 + $231,627 related

  • Marcia Walker

    CORPORATE SECRETARY

    Total calculated
    $0
    Hours/week
    40

  • Janet Harris

    EXECUTIVE DIRECTOR/CEO

    Total calculated
    $236,974
    From this org
    $210,918
    From related orgs
    $0
    Other
    $26,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,918
    Bonus
    $0
    Other
    $0
    Deferred
    $21,092
    Nontaxable benefits
    $4,964
    Filer's total
    $236,974

  • Shawn Cathey

    CORPORATE TREASURER

    Total calculated
    $196,125
    From this org
    $168,331
    From related orgs
    $0
    Other
    $27,794
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,331
    Bonus
    $0
    Other
    $0
    Deferred
    $16,833
    Nontaxable benefits
    $10,961
    Filer's total
    $196,125

  • James Carder Hawkins

    CHIEF STRATEGY OFFICER

    Total calculated
    $192,119
    From this org
    $161,786
    From related orgs
    $0
    Other
    $30,333
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,786
    Bonus
    $0
    Other
    $0
    Deferred
    $16,155
    Nontaxable benefits
    $14,178
    Filer's total
    $192,119

  • Ladonna Cole

    CONTROLLER

    Total calculated
    $119,786
    From this org
    $98,941
    From related orgs
    $0
    Other
    $20,845
    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
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202601349349306665

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.