Civic Intelligence

University of the Ozarks Alumni

EIN 23-7092414 • 501(c)3 • Clarksville, AR

Profile

To promote welfare of the university of the ozarks

415 N College AvenueClarksville, AR 72830

alumni.ozarks.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-296%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

50th percentile

3.0%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$524,322

Up $15,455 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$524,322

Up $15,455 (+3.0%) from 2023

Revenue

Down

$13,662

Down $3,943 (-22%) from 2023

Expenses

Up

$54,134

Up $46,973 (+656%) from 2023

Net Income

Down

-$40,472

Down $50,916 (-488%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2016: $533,223Liabilities 2016: $0Net Assets 2016: $533,2232016Assets 2017: $582,616Liabilities 2017: $0Net Assets 2017: $582,6162017Assets 2018: $566,390Liabilities 2018: $0Net Assets 2018: $566,3902018Assets 2019: $572,203Liabilities 2019: $0Net Assets 2019: $572,2032019Assets 2020: $542,986Liabilities 2020: $0Net Assets 2020: $542,9862020Assets 2021: $640,151Liabilities 2021: $0Net Assets 2021: $640,1512021Assets 2022: $458,484Liabilities 2022: $0Net Assets 2022: $458,4842022Assets 2023: $508,867Liabilities 2023: $0Net Assets 2023: $508,8672023Assets 2024: $524,322Liabilities 2024: $0Net Assets 2024: $524,3222024

Highlighted filing

2024

Assets$524,322
Liabilities$0
Net Assets$524,322

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $22,910Expenses 2016: $38,032Net Income 2016: -$15,1222016Revenue 2017: $30,039Expenses 2017: $19,439Net Income 2017: $10,6002017Revenue 2018: $47,353Expenses 2018: $68,070Net Income 2018: -$20,7172018Revenue 2019: $39,883Expenses 2019: $44,299Net Income 2019: -$4,4162019Revenue 2020: $41,075Expenses 2020: $53,224Net Income 2020: -$12,1492020Revenue 2021: $37,308Expenses 2021: $37,437Net Income 2021: -$1292021Revenue 2022: $90,624Expenses 2022: $129,646Net Income 2022: -$39,0222022Revenue 2023: $17,605Expenses 2023: $7,161Net Income 2023: $10,4442023Revenue 2024: $13,662Expenses 2024: $54,134Net Income 2024: -$40,4722024

Highlighted filing

2024

Revenue$13,662
Expenses$54,134
Net Income-$40,472

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$13,662
Mission and Program Overview

Mission

To promote welfare of the university of the ozarks.

To promote the welfare of the university of the ozarks.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$505,117$518,347▲ $13,230
Cash and Non-Interest-Bearing Accounts$3,750$5,975▲ $2,225
Total Assets$508,867$524,322▲ $15,455
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$508,867$524,322▲ $15,455
Total Net Assets Fund Balance$508,867$524,322▲ $15,455
Total Liabilities and Net Assets / Fund Balance$508,867$524,322▲ $15,455
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$4,225
Program Service Revenue
$0
Investment Income
$9,437
Other Revenue
$0
All Other Contributions
$4,225
Change in Net Assets
$-40,472

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,536
Revenue Not Reported on Financial Statements
$3,126
Revenue Not Reported on Form 990
$55,927
Total Revenue per Audited Statements
$66,463
Total Revenue per Form 990
$13,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,708
Other Expenses$5,426
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,708--$48,708
Fees for Service Investment Mgmnt Fees-$3,126-$3,126
Advertising-$2,300-$2,300
Total Functional Expenses$48,708$5,426$0$54,134

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$54,134
Expenses per Audited Statements$51,008
Total Expenses per Audited Statements$51,008
Expenses Not Reported on Financial Statements$3,126
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of the OzarksClarksville, AR-General Support$48,708
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by the university's accountants and is reviewed by the vp for finance and administration, controller, and vp for advancement and alumni engagement.

Form 990, Part VI, Section B, Line 12C

The association monitors and enforces the written conflict of interest policy by requesting each director and officer to sign a statement that they have received, read, understand, and agree to comply with the conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The association makes their governing documents and financial statements available to the general public upon request, by writing or visting the association's office.

Filing and Contact Details

Filer

Filer Name
University of the Ozarks Alumni
EIN
23-7092414
Phone
4799791000
Address
415 N COLLEGE AVENUE, CLARKSVILLE, AR 72830

Signing Officer

Name
Tanner Mcknight
Title
VP for Finance and Administration
Phone
4799791000
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Dunsworth
Formed
1967
Legal Domicile
Ar
Voting Board Members
29
Independent Board Members
29
Employees
0
Volunteers
30

Preparer

Firm
Brown Edwards & Company Llp
Address
105 ARBOR DR NE 3DR FLOOR, CHRISTIANSBURG, VA 24073
Preparer
Mark Woolwine
Phone
5404433606
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0PROMOTE THE WELFARE OF THE FACULTY THROUGH RELATIONSHIPS WITH THE UNIVERSITY'S ALUMNI.
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03750
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03831
IRS990/PYInvestmentIncomeAmt013855
IRS990/PYOtherExpensesAmt03330
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010444
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07161
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017605
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-40472
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ALUMNI ASSOCIATION WAS ORIGINALLY FORMED IN 1967 SOLELY TO BENEFIT ITS SUPPORTED ORGANIZATION, THE UNIVERSITY OF THE OZARKS. THE ALUMNI ASSOCIATION HAS PRIMARILY ASSISTED THE UNIVERSITY BY ENHANCING THE UNIVERSITY'S RELATIONSHIP TO IT'S ALUMNI. OVER THE YEARS, MANY BOARD MEMBERS OF THE ALUMNI ASSOCIATION HAVE EVENTUALLY BECOME MEMBERS OF THE UNIVERSITY BOARD AND VICE VERSA. ALTHOUGH THESE TERMS WERE NOT CONCURRENT, IT IS REPRESENTATIVE OF THE DEPTH OF THE HISTORICAL RELATIONSHIP OF THESE TWO ORGANIZATIONS. THE UNIVERSITY HAS RELIED ON THE ALUMNI ASSOCIATION TO IMPROVE THE LINKS BETWEEN THE UNIVERSITY AND IT'S ALUMNI. THESE LINKS HAVE ASSISTED THE UNIVERSITY IN ITS EFFORTS TO INCREASE THE QUALITY OF INSTRUCTION, EXPAND THE FIELDS OF STUDY AVAILABLE TO STUDENTS, AND ENHANCE THE CAREER OPPORTUNITIES OF ITS GRADUATES. THE UNIVERSITY CONSIDERS THE SUPPORT OF THE ALUMNI ASSOCIATION VITAL TO ITS ONGOING SUCCESS AS AN INSTITUTION OF HIGHER LEARNING.THE DIRECTOR OF ALUMNI RELATIONS ATTENDS ALL BOARD MEETINGS AND PROVIDES INFORMATION AND RECOMMENDATIONS TO THE ALUMNI BOARD. THE SUPPORTED ORGANIZATION MAINTAINS THE ALUMNI ASSOCIATION'S INVESTMENT RECORDS AND MANAGES THE INVESTMENT PORTFOLIO BASED ON THE DIRECTION OF THE ALUMNI BOARD. THE SUPPORTED ORGANIZATION ALSO MAINTAINS THE ALUMNI ASSOCIATION'S GENERAL LEDGER. THE ALUMNI ASSOCIATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBIC. CURRENTLY, THE ASSOCIATION'S ONLY SOURCES OF FUNDS ARE CONTRIBUTIONS FROM THE PUBLIC AND INVESTMENT EARNINGS. OTHER THAN MINIMAL ADMINISTRATIVE EXPENSES, ALL DISBURSEMENTS BY THE ALUMNI ASSOCIATION ARE FOR THE BENEFIT OF THE ACTIVITES OF THE UNIVERSITY OF THE OZARKS (A 501(C)(3) ORGANIZATION). THE ALUMNI ASSOCIATION HAS A BOARD OF DIRECTORS CHARGED WITH THE GOVERNANCE OF THE ASSOCIATION.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020075
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09437
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08989
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010351
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt044468
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.31100
IRS990ScheduleA/PublicSupportPY170Pct00.31450
IRS990ScheduleA/PublicSupportTotal170Amt020075
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04275
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020075
IRS990ScheduleA/TotalSupportAmt064543
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03126
IRS990ScheduleD/ExpensesSubtotalAmt051008
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03126
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03126
IRS990ScheduleD/NetUnrealizedGainsInvstAmt055927
IRS990ScheduleD/RevenueNotReportedAmt055927
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03126
IRS990ScheduleD/RevenueSubtotalAmt010536
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt054134
IRS990ScheduleD/TotalRevenuePerForm990Amt013662
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt066463
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt051008
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt048708
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF THE OZARKS
IRS990ScheduleI/RecipientTable/RecipientEIN0710236867
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0415 N COLLEGE AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLARKSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd072830
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE UNIVERSITY OF THE OZARKS ALUMNI ASSOCIATION'S SOLE PURPOSE IS TO PROMOTE THE WELFARE OF THE UNIVERSITY OF THE OZARKS. ALL GRANTS GIVEN BY THE ASSOCIATION ARE TO THE UNVIERSITY OF THE OZARKS. THE ASSOCIATION'S FINANCE COMMITTEE MEETS TWICE A YEAR AND AUTHORIZES ALL GRANTS GIVEN IN A SPECIFIC YEAR. UNIVERSITY OF THE OZARKS PROVIDES AN UPDATE OF UNIVERSITY ACTIVITIES AND OUTCOMES AT EACH MEETING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE UNIVERSITY'S ACCOUNTANTS AND IS REVIEWED BY THE VP FOR FINANCE AND ADMINISTRATION, CONTROLLER, AND VP FOR ADVANCEMENT AND ALUMNI ENGAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION MONITORS AND ENFORCES THE WRITTEN CONFLICT OF INTEREST POLICY BY REQUESTING EACH DIRECTOR AND OFFICER TO SIGN A STATEMENT THAT THEY HAVE RECEIVED, READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION MAKES THEIR GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST, BY WRITING OR VISTING THE ASSOCIATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF THE OZARKS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0710236867
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0415 N COLLEGE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CLARKSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd072830
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AR
IRS990/SubjectToExcsTaxNetInvstIncInd00

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