UND ALUMNI ASSOCIATION AND FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UND ALUMNI ASSOCIATION AND FOUNDATION (EIN 45-0348296)
- Tax period
- 2024-07-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349303209
- Schema version
- 2024v5.2
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T11:11:44-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450348296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UND Alumni Association and Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNDA | BusinessNameControlTxt |
| Phone | 7017772611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 University Ave - Stop 8157 | AddressLine1Txt |
| City | Grand Forks | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Pederson | PersonNm |
| Person Title | VP of Finance and Operations | PersonTitleTxt |
| Phone | 7017772611 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deb Nelson CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DeAnna Carlson Zink | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 University Ave - Stop 8157 | AddressLine1Txt |
| City | Grand Forks | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,249,622 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.undalumni.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | ND | LegalDomicileStateCd |
| Activity Or Mission | Support UND students, faculty, alumni & community by providing resources for growth & development | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 92 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $173,711 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $73,739,216 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,154,471 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,019,976 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,132,345 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,995,892 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,091,662 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,635,799 | PYOtherRevenueAmt |
| CY Other Revenue | $1,043,098 | CYOtherRevenueAmt |
| PY Total Revenue | $98,390,883 | PYTotalRevenueAmt |
| CY Total Revenue | $42,421,576 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $32,512,896 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,625,089 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,480,747 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,026,187 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $30,305 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $12,409 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,376,328 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,837,211 | PYOtherExpensesAmt |
| CY Other Expenses | $7,659,963 | CYOtherExpensesAmt |
| PY Total Expenses | $52,861,159 | PYTotalExpensesAmt |
| CY Total Expenses | $27,323,648 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $45,529,724 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,097,928 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $610,649,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $669,818,695 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,115,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,962,142 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $533,534,187 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $561,856,553 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Engage alumni, friends, and partners in building an extraordinary University of North Dakota. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,152,199 | ExpenseAmt |
| Grant | $6,152,199 | GrantAmt |
| Desc | Student support continues to be a cornerstone of our mission. The Organization prioritized student success by granting more than $6 million to the University of North Dakota for scholarship awards. A central focus of our strategy is to grow scholarship endowments, ensuring long-term, sustainable funding that empowers the University to recruit and retain top-performing students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,683,385 | ExpenseAmt |
| Grant | $8,117,246 | GrantAmt |
| Revenue | $5,132,345 | RevenueAmt |
| Desc | The Organization provided more than $9 million in direct and indirect support to advance key institutional initiatives. This support included faculty support, campus improvement projects, student programs, and the University's emerging and priority needs. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,355,644 | ExpenseAmt |
| Grant | $1,355,644 | GrantAmt |
| Desc | The Organization provided more than $1.3 million in Alumni Association support to the University of North Dakota. This funding advanced a wide range of initiatives designed to engage and connect UND graduates with their alma mater through events such as Homecoming, regional and national networking events, publication of the UND Alumni Magazine and ongoing alumni programming and outreach. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,191,228 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 92 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nancy Pederson CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7017773872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 University Ave Stop 8157 | AddressLine1Txt |
| City | Grand Forks | CityNm |
| State Abbreviation | ND | StateAbbreviationCd |
| ZIP | 58202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Jim Poolman | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Darla Adams | |||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Angie Freeman | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike Hamerlik | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Phillips | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Chad Wachter | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Troy Bader | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Barnes | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Twyla Blotsky | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kelly Caruso | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Cooper | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kaleb Dschaak | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Fredericksen | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Randy Gershman | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael LeBeau | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles MacFarlane | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lara Prozinski | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jodi Rolland | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Pat Sogard | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David St Peter | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathryn Uhrich | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gary Petersen | |||||||
| Director (As of July 24) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DeAnna Carlson Zink | |||||||
| CEO/Secretary | 50.00 | Yes (X) | $408,046 | $0 | $55,308 | ||
| Nancy Pederson - VP | |||||||
| of Finance and Operations | 50.00 | Yes (X) | $220,463 | $0 | $39,439 | ||
| Michael Mannausau | |||||||
| VP of Development | 50.00 | $207,320 | $0 | $37,517 | Yes (X) | ||
| Sarah Prout | |||||||
| VP of Marketing & Communications | 50.00 | $143,232 | $0 | $37,017 | Yes (X) | ||
| Renee Shelton - AVP of | |||||||
| Corporate & Foundation Relations | 50.00 | $140,330 | $0 | $18,332 | Yes (X) | ||
| Linsey Stadstad | |||||||
| VP of Talent Management | 50.00 | $127,836 | $0 | $22,938 | Yes (X) | ||
| Jeffery Dodson - SR Director | |||||||
| of Principal Gifts & SoMHS | 50.00 | $124,757 | $0 | $22,941 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,371,984 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,492 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 |
|---|---|---|---|---|---|
| Community Contractors Inc | |||||
| PO Box 13593 | Grand Forks | ND | 58208 | Construction Services | $4,325,531 |
| SEI | |||||
| One Freedom Valley Dr | Oaks | PA | 19456 | Investment Management | $1,697,782 |
| Forum Communications Printing | |||||
| PO Box 2065 | Fargo | ND | 58107 | Printing | $288,750 |
| Kaspick | |||||
| 203 Redwood Shores Parkway | Redwood Shores | CA | 94065 | Investment Management | $195,799 |
| Alerus Center | |||||
| 1200 S 42nd St | Grand Forks | ND | 58201 | Event services | $128,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,818,931 | MembershipDuesAmt |
| Fundraising | $31,875 | FundraisingAmt |
| All Other Contributions | $23,303,665 | AllOtherContributionsAmt |
| Noncash Contributions | $5,566,336 | NoncashContributionsAmt |
| Total Contributions | $25,154,471 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | University Support | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $5,132,345 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,132,345 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,132,345 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,139,766 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $136,264 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,003,502 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $422,556 | TotalRevenueColumnAmt |
| Exclusion | $422,556 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $597,327 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $597,327 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $597,327 | TotalRevenueColumnAmt |
| Exclusion | $597,327 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,723,403 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,675,820 | SecuritiesAmt |
| Other | $95,687 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,583 | SecuritiesAmt |
| Other | -$95,687 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$48,104 | TotalRevenueColumnAmt |
| Exclusion | -$48,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,517 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $31,875 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $56,539 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,022 | TotalRevenueColumnAmt |
| Exclusion | -$15,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $790 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $790 | TotalRevenueColumnAmt |
| Exclusion | $790 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| Advertising | 513190 | $25,740 | $25,740 |
| Alumni Tours | 561520 | $11,198 | $11,198 |
| Working Interests in Oil and Gas | 211100 | $509 | $509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $37,447 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,421,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,132,345 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $173,711 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,961,049 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,625,089 | TotalAmt |
| Program Services | $15,625,089 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,644 | TotalAmt |
| Program Services | $181,411 | ProgramServicesAmt |
| Management And General | $246,650 | ManagementAndGeneralAmt |
| Fundraising | $297,583 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,449,427 | TotalAmt |
| Program Services | $569,164 | ProgramServicesAmt |
| Management And General | $753,228 | ManagementAndGeneralAmt |
| Fundraising | $1,127,035 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,272 | TotalAmt |
| Program Services | $58,333 | ProgramServicesAmt |
| Management And General | $76,380 | ManagementAndGeneralAmt |
| Fundraising | $116,559 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,715 | TotalAmt |
| Program Services | $91,791 | ProgramServicesAmt |
| Management And General | $121,057 | ManagementAndGeneralAmt |
| Fundraising | $177,867 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,129 | TotalAmt |
| Program Services | $49,347 | ProgramServicesAmt |
| Management And General | $65,599 | ManagementAndGeneralAmt |
| Fundraising | $94,183 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,980 | TotalAmt |
| Management And General | $51,980 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,409 | TotalAmt |
| Fundraising | $12,409 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,762,064 | TotalAmt |
| Management And General | $3,762,064 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,233 | TotalAmt |
| Program Services | $910,187 | ProgramServicesAmt |
| Management And General | $98,134 | ManagementAndGeneralAmt |
| Fundraising | $19,912 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,741 | TotalAmt |
| Program Services | $21,448 | ProgramServicesAmt |
| Fundraising | $24,293 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,966 | TotalAmt |
| Program Services | $296,353 | ProgramServicesAmt |
| Management And General | $1,862 | ManagementAndGeneralAmt |
| Fundraising | $151,751 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,414 | TotalAmt |
| Program Services | $10,540 | ProgramServicesAmt |
| Management And General | $265,615 | ManagementAndGeneralAmt |
| Fundraising | $4,259 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,559 | TotalAmt |
| Program Services | $10,637 | ProgramServicesAmt |
| Management And General | $1,537 | ManagementAndGeneralAmt |
| Fundraising | $139,385 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,282 | TotalAmt |
| Program Services | $115,764 | ProgramServicesAmt |
| Management And General | $2,527 | ManagementAndGeneralAmt |
| Fundraising | $109,991 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163,879 | TotalAmt |
| Program Services | $1,163,879 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,137 | TotalAmt |
| Program Services | $16,314 | ProgramServicesAmt |
| Management And General | $114,196 | ManagementAndGeneralAmt |
| Fundraising | $32,627 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,824 | TotalAmt |
| Program Services | $4,428 | ProgramServicesAmt |
| Management And General | $25,396 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Gorecki Building | $123,658 | $123,658 |
| Gorecki Events | $19,118 | $19,118 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,108 | TotalAmt |
| Program Services | $66,543 | ProgramServicesAmt |
| Management And General | $27,091 | ManagementAndGeneralAmt |
| Fundraising | $68,474 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,323,648 | TotalAmt |
| Program Services | $19,191,228 | ProgramServicesAmt |
| Management And General | $5,756,092 | ManagementAndGeneralAmt |
| Fundraising | $2,376,328 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,997,616 | BOYAmt |
| EOY | $22,154,086 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,053,000 | BOYAmt |
| EOY | $68,856,009 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,935,973 | BOYAmt |
| EOY | $42,497,523 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,783 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,120 | BOYAmt |
| EOY | $1,600 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,858 | BOYAmt |
| EOY | $382,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,899,309 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,859,205 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,819,117 | BOYAmt |
| EOY | $26,040,104 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,580,582 | BOYAmt |
| EOY | $388,303,571 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,817,070 | BOYAmt |
| EOY | $78,958,170 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,043,418 | BOYAmt |
| EOY | $42,624,959 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,649,537 | BOYAmt |
| EOY | $669,818,695 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,985,166 | BOYAmt |
| EOY | $2,129,014 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,870,531 | BOYAmt |
| EOY | $2,346,625 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,862,484 | BOYAmt |
| EOY | $47,901,613 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,567,210 | BOYAmt |
| EOY | $23,268,824 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,885,011 | BOYAmt |
| EOY | $9,164,419 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,944,948 | BOYAmt |
| EOY | $23,151,647 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,115,350 | BOYAmt |
| EOY | $107,962,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,400,147 | BOYAmt |
| EOY | $84,148,922 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,134,040 | BOYAmt |
| EOY | $477,707,631 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,534,187 | BOYAmt |
| EOY | $561,856,553 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,649,537 | BOYAmt |
| EOY | $669,818,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,097,928 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,005,688 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,218,750 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,762,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,855,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,048,013 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,739,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,154,471 | CurrentTaxYearAmt |
| Total | $207,559,462 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,762,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,855,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,048,013 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,739,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,154,471 | CurrentTaxYearAmt |
| Total | $207,559,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,595,686 | SubstantialContributorsTotAmt |
| Public Support Total170 | $181,963,776 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,056,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,866,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,065,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,134,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,023,385 | CurrentTaxYearAmt |
| Total | $65,147,426 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $13,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,982 | CurrentTaxYearAmt |
| Total | $24,696 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $272,731,584 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $115,739,273 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II | FormAndLineReferenceDesc |
| Explanation | The amounts listed for 2024 are for the short year 7/1/24 - 12/31/24. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,191,228 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,191,228 | 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 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) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $40,646 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,140,793 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $1,557,069 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Educational | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| 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 | $402,798,000 | BeginningYearBalanceAmt |
| Contributions | $12,894,000 | ContributionsAmt |
| Investment Earnings Or Losses | $19,898,455 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,923,201 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,741,715 | AdministrativeExpensesAmt |
| End Year Balance | $417,925,539 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $361,554,000 | BeginningYearBalanceAmt |
| Contributions | $18,714,000 | ContributionsAmt |
| Investment Earnings Or Losses | $40,565,188 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,997,285 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,891,715 | OtherExpendituresAmt |
| Administrative Expenses | $5,146,188 | AdministrativeExpensesAmt |
| End Year Balance | $402,798,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $333,191,000 | BeginningYearBalanceAmt |
| Contributions | $20,460,000 | ContributionsAmt |
| Investment Earnings Or Losses | $24,294,833 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,400,836 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,352,164 | OtherExpendituresAmt |
| Administrative Expenses | $4,638,833 | AdministrativeExpensesAmt |
| End Year Balance | $361,554,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $345,548,031 | BeginningYearBalanceAmt |
| Contributions | $24,306,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,824,024 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,012,777 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,006,254 | OtherExpendituresAmt |
| Administrative Expenses | $4,819,976 | AdministrativeExpensesAmt |
| End Year Balance | $333,191,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,614,000 | BeginningYearBalanceAmt |
| Contributions | $25,249,000 | ContributionsAmt |
| Investment Earnings Or Losses | $71,905,607 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,182,377 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,046,592 | OtherExpendituresAmt |
| Administrative Expenses | $3,991,607 | AdministrativeExpensesAmt |
| End Year Balance | $345,548,031 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10739 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84106 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05155 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,312,400 | InvestmentCostOrOtherBasisAmt |
| Book Value | $6,312,400 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,822,721 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,209,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,414,012 | DepreciationAmt |
| Book Value | $13,617,750 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,640,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,445,193 | DepreciationAmt |
| Book Value | $195,440 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,914,514 | OtherCostOrOtherBasisAmt |
| Book Value | $5,914,514 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,040,104 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Commonfund Investments | $1,307,049 | F |
| SEI Investments | $31,377,533 | F |
| Realty Funds | $24,700,932 | F |
| Fixed Income Securities | $21,572,656 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $78,958,170 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Antiques and fine arts | $1,557,069 |
| Beneficial interest in Trusts held by others | $19,088,737 |
| Life Insurance, cash value | $611,390 |
| Charitable Remainder Unitrusts | $13,802,758 |
| Charitable gift annuity Investments | $6,493,568 |
| Mineral Interests | $503,232 |
| Right of Use Assets | $568,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $42,624,959 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Liabilities under Charitable Trusts and Annuities | $14,881,001 |
| Lease Liabilities | $8,270,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,151,647 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,940,489 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,005,688 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,218,750 | OtherRevenueAmt |
| Revenue Not Reported | $13,224,438 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,716,051 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,762,064 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$56,539 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,705,525 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,421,576 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,618,123 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $56,539 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $56,539 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,561,584 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,762,064 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $3,762,064 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,323,648 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Items in the collection consist of historically significant items and pieces that represent UND's history. These items are used for the students of the University of North Dakota for educational purposes. |
| Part IV, Line 2b: | The organization acts as a trustee for funds transferred from the University of North Dakota and another tax-exempt organization for investment management and administrative purposes. The funds are invested along with the organization's portfolio and offset by a liability to the organizations. The funds are to be distributed back to these organizations as they request them. |
| Part V, Line 4: | The Organization's endowment consists of over 2,200 individual funds established for a variety of purposes. Its endowment includes both donor-restricted endowment funds and funds designated by the board to function as endowments. The long term goal of the endowment funds is to achieve a rate of growth sufficient to meet the Organization's spending needs, while maintaining the inflation-adjusted principal of the endowment funds. |
| Part X, Line 2: | The Organization follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the Organization for uncertain tax positions as of June 30, 2024. The Organization's tax returns are subject to review and examination by federal and state authorities. There are no audits of the Organization's tax returns currently in progress. |
| Part XI, Line 2d - Other Adjustments: | Change in Split Interest Agreements 3,218,750. |
| Part XI, Line 4b - Other Adjustments: | Special event expenses included in revenue for Form 990 -56,539. |
| Part XII, Line 2d - Other Adjustments: | Special event expenses included in revenue for Form 990 56,539. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $48,925,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $48,925,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $48,925,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part IV: | FormAndLineReferenceDesc |
| Explanation | The Foundation reviews its direct and indirect investments during the tax period for determining required foreign filings. The Foundation has ownership interests in foreign corporations and foreign partnerships. The Foundation would file Form 5471 or Form 8865 if the ownership met the requirements for filing. The Foundation's ownership in foreign corporations did not require filing Form 5471. The Foundation's ownership in foreign partnerships did not require filing Form 8865. The Foundation makes direct and indirect transfers to foreign corporations and foreign partnerships. The Foundation would file Form 926 or Form 8865 if the transfers met the requirements for filing. The Foundation's transfers to foreign corporations resulted in filing Form 926. The Foundation's transfers to foreign partnerships did not require filing Form 8865. The Foundation invests in partnerships that hold direct or indirect interests in passive foreign investment companies (PFICs). The Foundation would file Form 8621s for underlying investments that generate unrelated business income. The Foundation would not file Form 8621s where the investment partnerships have properly filed Form 8621s, or where the underlying investments did not generate any unrelated business income. The Foundation did not require filing Form 8621. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bentz Whaley Flessner Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 Xerxes Ave S Ste 980 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign Consulting | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $12,409 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $12,409 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament - DL | Event1Nm |
| Gross Receipts Event1 | $41,177 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,800 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,377 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $24,751 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,156 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Tournament - Football | Event2Nm |
| Gross Receipts Event2 | $31,365 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,225 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,140 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $19,845 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,702 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $72,542 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,025 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,517 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $44,596 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,858 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $56,454 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,937 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b, Column (v) | FormAndLineReferenceDesc |
| Explanation | The UND Alumni Association and Foundation hired a professional fundraiser to assist with capital campaign consulting. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| University of North Dakota-Aerospace Sciences | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $635,651 | $0 | Scholarship, grants and operating support. |
| University of North Dakota-Arts & Sciences | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $794,958 | $0 | Scholarship, grants and operating support. |
| University of North Dakota-Athletics | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $6,030,347 | $0 | Scholarship, grants and operating support. |
| University of North Dakota-College of Business & Public Admin | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $1,825,057 | $0 | Scholarship, grants and operating support. |
| University of North Dakota-Education & Human Development | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $251,529 | $0 | Scholarship, grants and operating support. |
| University of North Dakota-Law School | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $311,119 | $0 | Scholarship, grants and operating support. |
| University of North Dakota-Medicine & Health Sciences | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $1,694,070 | $0 | Scholarship, grants and operating support. |
| University of North Dakota-Nursing & Professional Disciplines | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $209,724 | $0 | Scholarship, grants and operating support. |
| University of North Dakota-School of Engineering & Mines | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $1,148,399 | $0 | Scholarship, grants and operating support. |
| University of North Dakota-Other | ||||||||
| 3100 University Ave Stop 8157 | Grand Forks | ND | 582018157 | 456002491 | State of ND | $2,724,235 | $0 | Scholarship, grants and operating support. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants are paid to the University of North Dakota for scholarships, departmental expenses, grants, and buildings and equipment. The Organization provides grants in accordance with applicable donor restrictions. The use of these grant funds are monitored throughout the year through the Request of Payment process and scholarship process. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DeAnna Carlson Zink | ||||||||||||||
| CEO/Secretary | $408,046 | $0 | $0 | $0 | $0 | $0 | $41,107 | $0 | $15,534 | $0 | $464,687 | $0 | $0 | $0 |
| Nancy Pederson - VP | ||||||||||||||
| of Finance and Operations | $220,463 | $0 | $0 | $0 | $0 | $0 | $27,135 | $0 | $13,358 | $0 | $260,956 | $0 | $0 | $0 |
| Michael Mannausau | ||||||||||||||
| VP of Development | $207,320 | $0 | $0 | $0 | $0 | $0 | $25,231 | $0 | $13,325 | $0 | $245,876 | $0 | $0 | $0 |
| Sarah Prout | ||||||||||||||
| VP of Marketing & Communications | $143,232 | $0 | $0 | $0 | $0 | $0 | $17,256 | $0 | $20,542 | $0 | $181,030 | $0 | $0 | $0 |
| Renee Shelton - AVP of | ||||||||||||||
| Corporate & Foundation Relations | $140,330 | $0 | $0 | $0 | $0 | $0 | $9,685 | $0 | $8,313 | $0 | $158,328 | $0 | $0 | $0 |
| Linsey Stadstad | ||||||||||||||
| VP of Talent Management | $127,836 | $0 | $0 | $0 | $0 | $0 | $10,634 | $0 | $12,986 | $0 | $151,456 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The CEO has a discretionary $50,000 to be used for business purposes for program enhancements at the University and Organization. An accounting of these expenditures, including the business purpose, is reviewed by the board of directors. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| UND Alumni Association and Foundation | ||||||||
| A | 450348296 | 000000000 | 2021-03-23 | $30,000,000 | Construction of the College of Business and Public Administration Building | 0 | Yes (1) | 0 |
| UND Alumni Association and Foundation | ||||||||
| B | 450348296 | 91472BAM5 | 2024-08-13 | $26,247,805 | Construction, renovation, and demolition of a multi-story building for EERC | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 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 | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,583,387 | $30,000,000 | $25,000 | $29,975,000 | 2022 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $26,247,805 | $235,732 | $25,878,921 | 0 | 0 | 0 | Yes (1) | $133,152 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 94 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,563,845 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Average Hi/Low | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,725 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $503,212 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Miscellaneous | Desc |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $436,554 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | The amounts included in Part I Column (b) represent the number of contributions. |
| Part I, Line 32b: | The UND Alumni Association and Foundation uses a realtor to sell land or property that it receives as a donation. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee consists of the organization's Chair, Vice Chair, Immediate Past Chair, and Chairs of the standing committees for the organization. The President of the University of North Dakota, and the CEO serve as non-voting ex-officios. The Executive Committee will, during the intervals between the meetings of the Board, possess and may exercise all the power of the Board in the governance of the affairs of the Organization, except as to such matters which the Board has, by resolution, expressly reserved to it, and except as limited by applicable law. |
| Form 990, Part VI, Section A, line 2 | Chad Wachter and Jim Poolman have a business relationship. Charles MacFarlane and Michael LeBeau have a business relationship. |
| Form 990, Part VI, Section A, line 4 | The Bylaws were amended in September of 2024 to increase the number of board members to a maximum of 33. |
| Form 990, Part VI, Section B, line 11b | The Organization's Audit Committee and full Board reviews the Form 990 before it is filed. A draft is presented to the Audit Committee by the Organization's independent accounting firm. Upon approval from the Audit Committee the Form 990 is provided to the full Board for review and approval prior to filing. |
| Form 990, Part VI, Section B, line 12c | Annually, all members of the Board of Directors and all employees receive a copy of the Conflict of Interest Policy. Each board member and staff member fills out a conflict of interest questionnaire in which they are asked to identify any relationships that would create a conflict of interest. The results are summarized and reviewed by the Recruitment & Governance Committee which evaluates each situation and determines any actual or potential conflict and recommends a course of action to the Board of Directors. Board members recuse themselves from voting on issues in which there is a conflict. If a conflict exists, additional steps may be taken as well if warranted. |
| Form 990, Part VI, Section B, line 15 | Subject to and consistent with the terms and conditions of the Organization's Executive Compensation Policy and federal tax law requirements with respect to executive compensation, the Compensation Committee's specific responsibilities shall include the following: a. Conducting an annual performance review of the Organization's Chief Executive Officer. b. Making recommendations to the Board of Directors with respect to compensation of the Organization's appointed officers (i.e., its Chief Executive Officer). c. Providing feedback on the Chief Executive Officer's planned compensation decisions with respect to employees who report directly to the Chief Executive Officer. d. Reviewing and approving any management incentive compensation policies and programs. e. Reviewing and approving any bonus compensation programs for employees and exercising discretion in the administration of such programs. f. Periodically reviewing total organization compensation levels to ensure that they remain competitive and appropriate. |
| Form 990, Part VI, Section C, line 19 | Governing documents and the conflict of interest policy are available upon request. Financial documents are available by request and are also located on the Organization's website. |
| Form 990, Part XI, line 9: | Change in Split Interest Agreements 3,218,750. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Charitable Remainder Unitrusts (58) | |||
| Charitable Trust | ND | T | 0 |
| Charitable Remainder Annuity Trusts (3) | |||
| Charitable Trust | ND | T | 0 |
| Charitable Lead Trust (1) | |||
| Charitable Trust | ND | T | 0 |
| Charitable Perpetual Trusts (9) | |||
| Charitable Trust | ND | T | 0 |
| 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 | Yes (1) | TransferFromOtherOrgInd |