UNIVERSITY OF JAMESTOWN: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF JAMESTOWN (EIN 45-0231180)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-28
- IRS object ID
- 201913019349300806
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-28T08:37:45-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 BURNT BOAT LOOP STE100 | AddressLine1Txt |
| City | BISMARCK | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 585030886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450231180 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Jamestown | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7012523467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6088 College Lane | AddressLine1Txt |
| City | Jamestown | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tena Lawrence | PersonNm |
| Person Title | Executive Vice President | PersonTitleTxt |
| Phone | 7012523467 | PhoneNum |
| Signature | 2019-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 7012551091 | PhoneNum |
| Preparation | 2019-10-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.147.181.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-07 | IPDt |
| IP Tm | 11:25:07 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 38C0D8FF55FA272924E83028D6B9FABEF20E0653 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C5C7615629003FE5131C2A9D9561EECA5C1EDDC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jamestown College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Tena Lawrence | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6088 College Lane | AddressLine1Txt |
| City | Jamestown | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,645,326 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.uj.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1883 | FormationYr |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Activity Or Mission | Education | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 944 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $5,129 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $8,317 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,026,284 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,216,597 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,841,863 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,743,242 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,134,320 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,443,339 | CYInvestmentIncomeAmt |
| PY Other Revenue | $134,304 | PYOtherRevenueAmt |
| CY Other Revenue | $117,571 | CYOtherRevenueAmt |
| PY Total Revenue | $33,136,771 | PYTotalRevenueAmt |
| CY Total Revenue | $34,520,749 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,498,295 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,899,743 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,029,452 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,294,427 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,081,398 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,994,452 | PYOtherExpensesAmt |
| CY Other Expenses | $11,790,028 | CYOtherExpensesAmt |
| PY Total Expenses | $34,522,199 | PYTotalExpensesAmt |
| CY Total Expenses | $35,984,198 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,385,428 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,463,449 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $102,688,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,639,298 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,639,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,517,175 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,049,643 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,122,123 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | University of Jamestown is a community dedicated to the development of wholeness in our students. We adhere to a curriculum of academic excellence which balances the ideals of the liberal arts tradition and sound professional preparation. Our Christian tradition encourages an atmosphere of self-discipline, responsibility and concern for continuing growth of the individual. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,170,918 | ExpenseAmt |
| Revenue | $22,465,680 | RevenueAmt |
| Desc | University of Jamestown is a residential, independent, four-year, coeducational, Liberal Arts College related to the Presbyterian Church (U.S.A.). The college was chartered in 1884. The first classes began in September 1886. Throughout its more than 100-year history, Jamestown College has consistently stood for academic excellence and Christian principles in all that it does. The College offers Bachelor of Arts and Bachelor of Science degrees in 43 major areas of study, as well as 34 minors and 12 pre-professional and certification programs. The University expanded its offerings and began a doctoral program in 2013 and masters programs in 2015. University of Jamestown has been a continuous accredited member of the North Central Association since 1920.Post-Secondary Education: Instruction - Academic programs with approximately 1100 FTE students enrolled. Bachelor of Arts, Bachelor of Science, masters and doctoral degrees are awarded by the Institution. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,899,743 | ExpenseAmt |
| Grant | $10,899,743 | GrantAmt |
| Desc | Post-Secondary Education: Student Aid - Institutional scholarships and work programs offered to students. Aid is awarded both based upon need and scholastic achievement. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,942,057 | ExpenseAmt |
| Revenue | $100,547 | RevenueAmt |
| Desc | Post-Secondary Education: General Administrative Support - Physical plant, general institution and administrative support. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $2,660,102 | $5,177,015 | Post-Secondary Education: Auxiliary Enterprises - Student housing, food services, and bookstore. |
| Post-Secondary Education: Student Services - Counseling, financial aid, registrar, recruiting and academic assistance. | ||
| Post-Secondary Education: Other Sponsored Programs - Athletics, choir, band. | ||
| Post-Secondary Education: Library - Provide educational support via books, publications, periodicals, multimedia, and through other means to academic departments and students. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,660,102 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,177,015 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $32,672,820 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1515 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 944 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tonya McIlonie Sletto | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7012523467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6088 College Lane | AddressLine1Txt |
| City | Jamestown | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58405 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| James Unruh | ||||||||
| Chairman | 3.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Steven Bietz | ||||||||
| 1st Vice Chair | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jo-Ida Hansen | ||||||||
| 2nd Vice Chair | 2.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kelly Krein | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| James Harty Jr | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Alan Berg | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Ruth Denault | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Kari Ness | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Bart Holaday | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Jim Johnson | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Larry Langemo | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Tessa Gould | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| C Alan Lindberg | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| David Muhs | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Robert Piatz | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Elmer Schindel | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Jasper Schneider | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| H George Schuler | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Jill Sisk | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Todd Steinwand | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Paul Sukut | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| William Bernhagen | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Virgil Miedema | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Richard Hall | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Peggy Foss | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Chrystal Veazey-Watson | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Clark Wold | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Jeff Young | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Mark Wolf | ||||||||
| Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| MaryBeth Hegstad | ||||||||
| Ex Officio Trustee | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| Polly Peterson | ||||||||
| President | 40.00 | 0.10 | Yes (X) | Yes (X) | $225,658 | $0 | $21,450 | |
| Tena Lawrence-Senior VP of PR | ||||||||
| Mkting (July-May)/Exec. VP (June) | 40.00 | 0.00 | Yes (X) | $100,605 | $0 | $10,337 | ||
| Greg Ross | ||||||||
| V.P. - Finance (July-May) | 40.00 | 0.00 | Yes (X) | $116,385 | $0 | $4,000 | ||
| Paul Olson | ||||||||
| Provost | 40.00 | 0.00 | $127,660 | $0 | $11,690 | Yes (X) | ||
| Dr Sara Voorhees | ||||||||
| Program Director | 40.00 | 0.00 | $100,870 | $0 | $10,351 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $671,178 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,828 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexo | |||||
| 6014 College Lane | Jamestown | ND | 58405 | Food service provider | $1,967,525 |
| Hillerud Construction | |||||
| 311 1st Ave S | Jamestown | ND | 58401 | General Contracting | $1,072,942 |
| Jenzabar | |||||
| PO Box 55018 | Boston | MA | 02205 | Software Maintenance | $281,692 |
| MFAC | |||||
| 1600 Division Rd | West Warwick | RI | 02893 | Contracting | $160,034 |
| Two Rivers Printing | |||||
| 1214 10th St SE | Jamestown | ND | 58401 | Printing and mailing | $128,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $118,168 | FundraisingAmt |
| All Other Contributions | $3,098,429 | AllOtherContributionsAmt |
| Noncash Contributions | $176,519 | NoncashContributionsAmt |
| Total Contributions | $3,216,597 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition & Fees | 611600 | $22,465,680 | $22,465,680 |
| Auxillary Income | 611710 | $5,177,015 | $5,177,015 |
| Federal Aid Reimb | 611600 | $28,320 | $28,320 |
| Student Loan Interest | 611600 | $1,035 | $1,035 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,192 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,063 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,129 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,743,242 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $916,759 | TotalRevenueColumnAmt |
| Exclusion | $916,759 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,466 | TotalRevenueColumnAmt |
| Exclusion | $143,466 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,526,126 | SecuritiesAmt |
| Other | $15,573 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,015,119 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,511,007 | SecuritiesAmt |
| Other | $15,573 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,526,580 | TotalRevenueColumnAmt |
| Exclusion | $2,526,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,563 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $118,168 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $109,458 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,895 | TotalRevenueColumnAmt |
| Exclusion | -$25,895 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,520,749 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,738,113 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,129 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,560,910 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,899,743 | TotalAmt |
| Program Services | $10,899,743 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,216 | TotalAmt |
| Program Services | $141,841 | ProgramServicesAmt |
| Management And General | $204,534 | ManagementAndGeneralAmt |
| Fundraising | $141,841 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,348,205 | TotalAmt |
| Program Services | $9,438,508 | ProgramServicesAmt |
| Management And General | $449,727 | ManagementAndGeneralAmt |
| Fundraising | $459,970 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,306 | TotalAmt |
| Program Services | $362,150 | ProgramServicesAmt |
| Management And General | $13,346 | ManagementAndGeneralAmt |
| Fundraising | $11,810 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,982 | TotalAmt |
| Program Services | $1,245,343 | ProgramServicesAmt |
| Management And General | $71,066 | ManagementAndGeneralAmt |
| Fundraising | $58,573 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,718 | TotalAmt |
| Program Services | $622,900 | ProgramServicesAmt |
| Management And General | $39,081 | ManagementAndGeneralAmt |
| Fundraising | $33,737 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,048 | TotalAmt |
| Management And General | $226,048 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,112 | TotalAmt |
| Management And General | $98,112 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309 | TotalAmt |
| Management And General | $1,309 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,092 | TotalAmt |
| Management And General | $155,092 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,293 | TotalAmt |
| Program Services | $8,293 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,278 | TotalAmt |
| Program Services | $206,047 | ProgramServicesAmt |
| Fundraising | $203,231 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,427,770 | TotalAmt |
| Program Services | $1,307,365 | ProgramServicesAmt |
| Management And General | $21,789 | ManagementAndGeneralAmt |
| Fundraising | $98,616 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,724 | TotalAmt |
| Program Services | $72,724 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,590,528 | TotalAmt |
| Program Services | $1,590,528 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,230 | TotalAmt |
| Program Services | $382,302 | ProgramServicesAmt |
| Management And General | $8,131 | ManagementAndGeneralAmt |
| Fundraising | $43,797 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,158 | TotalAmt |
| Management And General | $36,158 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,337 | TotalAmt |
| Program Services | $38,736 | ProgramServicesAmt |
| Management And General | $786,601 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,350,379 | TotalAmt |
| Program Services | $2,336,435 | ProgramServicesAmt |
| Management And General | $6,972 | ManagementAndGeneralAmt |
| Fundraising | $6,972 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contract Food Services | $1,675,901 | $1,675,901 | ||
| Athletics/Music Program | $937,242 | $937,242 | ||
| Repair & Maintenance | $873,328 | $869,548 | $1,638 | $2,142 |
| Auxiliary Cost of Goods | $190,379 | $190,379 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,920 | TotalAmt |
| Program Services | $346,835 | ProgramServicesAmt |
| Management And General | $110,376 | ManagementAndGeneralAmt |
| Fundraising | $20,709 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,984,198 | TotalAmt |
| Program Services | $32,672,820 | ProgramServicesAmt |
| Management And General | $2,229,980 | ManagementAndGeneralAmt |
| Fundraising | $1,081,398 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,903 | BOYAmt |
| EOY | $20,799 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,906,208 | BOYAmt |
| EOY | $2,336,346 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,843 | BOYAmt |
| EOY | $498,742 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,940 | BOYAmt |
| EOY | $431,638 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,532 | BOYAmt |
| EOY | $269,012 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,329 | BOYAmt |
| EOY | $34,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,456,603 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,031,520 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,422,052 | BOYAmt |
| EOY | $57,425,083 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,440,708 | BOYAmt |
| EOY | $40,542,857 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,671 | BOYAmt |
| EOY | $821,890 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,127 | BOYAmt |
| EOY | $257,970 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,688,813 | BOYAmt |
| EOY | $102,639,298 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,993,900 | BOYAmt |
| EOY | $1,680,895 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,179 | BOYAmt |
| EOY | $828,757 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $877,667 | BOYAmt |
| EOY | $1,039,103 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,773,388 | BOYAmt |
| EOY | $14,693,383 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,880 | BOYAmt |
| EOY | $349,921 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,002,395 | BOYAmt |
| EOY | $8,116,248 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,761 | BOYAmt |
| EOY | $808,868 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,639,170 | BOYAmt |
| EOY | $27,517,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,815,222 | BOYAmt |
| EOY | $36,816,611 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,303,677 | BOYAmt |
| EOY | $5,132,862 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,930,744 | BOYAmt |
| EOY | $33,172,650 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,049,643 | BOYAmt |
| EOY | $75,122,123 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,688,813 | BOYAmt |
| EOY | $102,639,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,463,449 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,430,400 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$33,671 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,309 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,309 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,672,820 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,674,129 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $6,810 | CurrentYearMinus2Amt |
| Current Year | $1,309 | CurrentYearAmt |
| Total | $8,119 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,686,539 | BeginningYearBalanceAmt |
| Contributions | $1,215,439 | ContributionsAmt |
| Investment Earnings Or Losses | $2,031,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,439,879 | GrantsOrScholarshipsAmt |
| Other Expenditures | $385,685 | OtherExpendituresAmt |
| Administrative Expenses | $155,092 | AdministrativeExpensesAmt |
| End Year Balance | $38,953,004 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,102,825 | BeginningYearBalanceAmt |
| Contributions | $1,439,983 | ContributionsAmt |
| Investment Earnings Or Losses | $2,854,325 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,213,888 | GrantsOrScholarshipsAmt |
| Other Expenditures | $303,638 | OtherExpendituresAmt |
| Administrative Expenses | $193,068 | AdministrativeExpensesAmt |
| End Year Balance | $38,686,539 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,534,182 | BeginningYearBalanceAmt |
| Contributions | $1,195,363 | ContributionsAmt |
| Investment Earnings Or Losses | $3,704,489 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,823,936 | GrantsOrScholarshipsAmt |
| Other Expenditures | $282,804 | OtherExpendituresAmt |
| Administrative Expenses | $224,469 | AdministrativeExpensesAmt |
| End Year Balance | $37,102,825 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,954,434 | BeginningYearBalanceAmt |
| Contributions | $1,602,863 | ContributionsAmt |
| Investment Earnings Or Losses | $297,782 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,820,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $267,137 | OtherExpendituresAmt |
| Administrative Expenses | $233,360 | AdministrativeExpensesAmt |
| End Year Balance | $34,534,182 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,940,393 | BeginningYearBalanceAmt |
| Contributions | $581,080 | ContributionsAmt |
| Investment Earnings Or Losses | $921,304 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,813,161 | GrantsOrScholarshipsAmt |
| Other Expenditures | $428,881 | OtherExpendituresAmt |
| Administrative Expenses | $246,301 | AdministrativeExpensesAmt |
| End Year Balance | $34,954,434 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14040 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01920 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,705,416 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,509,248 | OtherCostOrOtherBasisAmt |
| Book Value | $4,214,664 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,945,440 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,850,432 | DepreciationAmt |
| Book Value | $51,095,008 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,202,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,342,914 | DepreciationAmt |
| Book Value | $859,843 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,093,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,838,174 | DepreciationAmt |
| Book Value | $1,255,568 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $57,425,083 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Held in Trust | Desc |
| Book Value | $40,542,857 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,542,857 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuities Payable | Desc |
| Amt | $808,868 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $808,868 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,949,925 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,430,400 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$166,319 | OtherRevenueAmt |
| Revenue Not Reported | -$1,596,719 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,546,644 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$25,895 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$25,895 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,520,749 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,855,001 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $25,895 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $25,895 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,829,106 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $155,092 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $155,092 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,984,198 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | University of Jamestown chartered clubs, student academic associations, and approved faculty and staff associations have established agency accounts. |
| Part V, Line 4: | Endowment Funds are to be invested according to the Board approved Investment Policy Statement. Distributions from the fund are also made according the Investment Policy Statement and used for the purposes set by the donors, including items such as scholarships, facility maintenance and programs. |
| Part X, Line 2: | The University is organized as a North Dakota nonprofit corporation and has been recognized by the IRS as exempt from federal income tax under IRC Section 501(a) as an organization described in IRC Section 501(c)(3), qualifies for the charitable contribution deduction, and has been determined not to be a private foundation. The University is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the University is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The University files an Exempt Organization Business Tax Return (Form 990-T) with the IRS to report its unrelated business taxable income. |
| Part XI, Line 2d - Other Adjustments: | Unrecognized Actuarial Losses -122,873. Increase in Cash Surrender Value -1,491. Trustee Fees -155,092. Change in Value of Split Interest Agreements 113,137. |
| Part XI, Line 4b - Other Adjustments: | Special Events -25,895. |
| Part XII, Line 2d - Other Adjustments: | Special Events 25,895. |
| Part XII, Line 4b - Other Adjustments: | Trustee Fees 155,092. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | University of Jamestown employs direct mail in the solicitation for students. Written communications used in the solicitation process include a statement of the University of Jamestown nondiscriminatory policy. Further, written communications used in the application process include the statement of our nondiscriminatory policy. |
| Schedule E, Part I, Line 6 | University of Jamestown receives federal funding. The major program was the Student Financial Aid cluster consisting of: Federal Pell Grant Program, Federal Work Study Program, FSEOG Program, Perkins Loan Program, Federal Direct Student Loan Program, and Parents Loans for Undergraduate Students Loan Program. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Sub-Saharan Africa - Angola | 0 | 4 | Program Service | Instructional | $35,714 |
| Central America and the Caribbean | 0 | 1 | Program Service | Instructional | $19,060 |
| North America | 0 | 1 | Program Service | Instructional | $7,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $62,127 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $62,127 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 3: | FormAndLineReferenceDesc |
| Explanation | The accrual method of accounting is used to account for expenditures. Substantiation is required for payments of all expenses. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dine & Bid | Event1Nm |
| Gross Receipts Event1 | $151,436 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $114,643 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $36,793 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $4,030 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,487 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,232 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $25,608 | OtherDirectExpensesEvent1Amt |
| Event2 | Jimmie Scramble | Event2Nm |
| Gross Receipts Event2 | $50,295 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,525 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $46,770 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $42,101 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $201,731 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $118,168 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $83,563 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $4,030 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,487 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $27,232 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $67,709 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $109,458 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$25,895 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Merit Scholarships | 685 | $3,907,095 |
| Athletic Scholarships | 559 | $3,718,975 |
| Tuition Waivers | 35 | $416,325 |
| Fine Art Scholarships | 74 | $197,930 |
| Other Scholarships | 761 | $2,659,418 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Scholarships are awarded to students based upon criteria such as need, area of study, grade point average, among others, as established by scholarship documents and donor restrictions. Scholarships are applied to the students' accounts to help cover the costs of tuition, room, and board. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Polly Peterson | PersonNm |
| Title | President | TitleTxt |
| Base Compensation Filing Org | $225,658 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,283 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,215 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $247,156 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The President receives a housing allowance which is properly reported as taxable income on the W-2. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| City of Jamestown | |||||||
| A | 456002099 | 2007-07-10 | $2,040,000 | Addition to Larson Center | 0 | 0 | 0 |
| City of Medina | |||||||
| B | 456002770 | 2014-08-15 | $6,500,000 | Student Housing Renovation & Retirement of Debt Issued 7/24/2008 | 0 | 0 | 0 |
| City of Jamestown | |||||||
| C | 456002099 | 2015-07-23 | $1,820,000 | Purchase building to house Fargo programs of study | 0 | 0 | 0 |
| Stutsman County North Dakota | |||||||
| D | 456002244 | 2016-11-14 | $8,000,000 | Construction of Sports Arena | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $695,000 | $2,040,000 | $30,500 | $2,009,500 | 2008 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $1,147,253 | $6,500,000 | $37,680 | $5,973,494 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $488,826 |
| C | $641,031 | $1,820,000 | $23,420 | $1,796,580 | 2015 | 0 | 0 | Yes (1) | Yes (1) | |
| D | $1,183,333 | $8,000,000 | $25,000 | $7,975,000 | 2017 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo Bank | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 20.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II, Line 1: | FormAndLineReferenceDesc |
| Explanation | The amounts on line 1 represent the amount of principal reduction of the underlying note payable to the financial institution rather than actual retirement of bonds in the issue. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 4 Scholarships | PersonNm |
| Relationship With Org | Family Member of Trustee | RelationshipWithOrgTxt |
| Cash Grant | $28,728 | CashGrantAmt |
| Type Of Assistance | Scholarship | TypeOfAssistanceTxt |
| Assistance Purpose | Education - Financial Assistance | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $176,519 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Hi-Lo Avg MV-Gift DT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | Brokers are engaged to sell securities. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | Committees Acting on Behalf of Board: From time to time the Board of Trustees will authorize subcommittees of the board to act on their behalf. These committees are always composed of members of the governing body. The authority varies as granted by the board. |
| Form 990, Part VI, Section A, line 2 | Family Relationship: James Harty, Jr. (Trustee) and Robert Piatz (Trustee) have a family relationship |
| Form 990, Part VI, Section B, line 11b | Form 990 Review: A copy of the full Form 990 will be distributed to the full board for their review and comment prior to filing with the IRS. The full board has also delegated authority to review and approve the Form 990 to the Audit and Finance Committee, which is comprised of current board members. A final version of the full Form 990 is submitted to this committee for review and approval before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | It is the policy of University of Jamestown that no Trustee or committee member, or their family members, should derive any personal profit or gain, directly of indirectly, by reason of his or her association with University of Jamestown. Each shall disclose to the Board any personal interest which he or she, or any family member may have in any matter pending before the Board or Board Committee. Any Trustee who is uncertain about a possible conflict of interest in any matter may request the Executive Committee for an advance determination whether a conflict of interest exists. Disclosure statements shall be submitted annually to the Chair of the Board of Trustees, who with the President shall be responsible for the administration of the policy. A Trustee, Board Committee member or officer who has declared or been found to have a conflict of interest in any proposed action or matter shall refrain from participating in consideration except to provide information as requested by a Trustee. He or she shall not vote on the matter and, if so requested by the Chair or any Trustee, shall not be present at the time of discussion and/or vote. |
| Form 990, Part VI, Section B, line 15 | Compensation Process: Annually, the Independent Personnel Committee reviews compensation and submits recommended changes to the full Board for approval. The committee uses various peer and industry surveys for comparability data, including College and University Professionals Association Human Resources information. The recommended changes and approval are documented in the board meeting minutes. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
| Form 990, Part XI, line 9: | (Increase) Decrease in CSV -1,491. Actuarial Gain (Loss) on Annuity Obligations -122,873. Change in Swap Liability -22,444. Change in Value of Split Interest Agreements 113,137. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jamestown College Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6082 College Lane | AddressLine1Txt |
| City | Jamestown | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363447067 | EIN |
| Primary Activities | Fundraising | PrimaryActivitiesTxt |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Jamestown | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |