2021-11-15T14:00:58-06:00 2021-06-30 450250958 Eide Bailly LLP 1730 Burnt Boat Loop Ste 100 Bismarck ND 585030886 990 2020-07-01 450231180 University of Jamestown UNIV 7012523467 6088 College Lane Jamestown ND 58405 Tena Lawrence Executive Vice President 7012523467 2021-11-12 1 Tena Lawrence 999009999 Lisa Chaffee CPA P00193453 7012551091 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Jamestown College Tena Lawrence 6088 College Lane Jamestown ND 58405 51272634 0 X www.uj.edu X 1883 ND Education 30 29 921 50 0 0 3456670 13348884 29120872 30307779 1054726 2698689 119485 214209 33751753 46569561 11244494 11516343 0 0 14038281 14879484 0 0 411464 10161649 12414410 35444424 38810237 -1692671 7759324 77992764 100449902 10978894 17117486 67013870 83332416 X 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. 0 1 9990047 24372028 University of Jamestown is a residential, independent, four-year, coeducational, Liberal Arts College related to the Presbyterian Church (U.S.A.). The University was chartered in 1884. The first classes began in September 1886. Throughout its more than 100-year history, the University of Jamestown has consistently stood for academic excellence and Christian principles in all that it does. The University offers Bachelor of Arts and Bachelor of Science degrees in 41 major areas of study, as well as 32 minors and 11 pre-professional 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. 11516343 11516343 Post-Secondary Education: Student Aid - Institutional scholarships and work programs offered to students. Aid is awarded both based upon need and scholastic achievement. 6836707 160480 Post-Secondary Education: General Administrative Support - Physical plant, general institution and administrative support. 2934296 5775271 Post-Secondary Education: Auxiliary Enterprises - Student housing, food services, and bookstore. 3295363 Post-Secondary Education: Student Services - Counseling, financial aid, registrar, recruiting and academic assistance. 1359422 Post-Secondary Education: Other Sponsored Programs - Athletics, choir, band. 404259 Post-Secondary Education: Library - Provide educational support via books, publications, periodicals, multimedia, and through other means to academic departments and students. 7993340 5775271 36336437 1 1 0 1 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 1517 0 1 921 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 30 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Tonya McIlonie Sletto 7012523467 6088 College Lane Jamestown ND 58405 James Unruh Chairman 3.00 0.10 X X 0 0 0 Steven Bietz 1st Vice Chair 2.00 0.10 X X 0 0 0 Jo-Ida Hansen 2nd Vice Chair 2.00 0.10 X X 0 0 0 Kelly Krein Trustee 1.00 0.10 X 0 0 0 Alan Berg Trustee 1.00 0.10 X 0 0 0 Kari Ness Trustee 1.00 0.10 X 0 0 0 Bart Holaday Trustee 1.00 0.10 X 0 0 0 Jim Johnson Trustee 1.00 0.10 X 0 0 0 Larry Langemo Trustee 1.00 0.10 X 0 0 0 Tessa Gould Trustee 1.00 0.10 X 0 0 0 C Alan Lindberg Trustee 1.00 0.10 X 0 0 0 David Muhs Trustee 1.00 0.10 X 0 0 0 Robert Piatz Trustee 1.00 0.10 X 0 0 0 Jasper Schneider Trustee 1.00 0.10 X 0 0 0 H George Schuler Trustee 1.00 0.10 X 0 0 0 Jill Sisk Trustee 1.00 0.10 X 0 0 0 Todd Steinwand Trustee 1.00 0.10 X 0 0 0 Paul Sukut Trustee 1.00 0.10 X 0 0 0 William Bernhagen Trustee 1.00 0.10 X 0 0 0 Virgil Miedema Trustee 1.00 0.10 X 0 0 0 Richard Hall Trustee 1.00 0.10 X 0 0 0 Peggy Foss Trustee 1.00 0.10 X 0 0 0 Chrystal Veazey-Watson Trustee 1.00 0.10 X 0 0 0 Jeff Young Trustee 1.00 0.10 X 0 0 0 Mark Wolf Trustee 1.00 0.10 X 0 0 0 MaryBeth Hegstad Ex Officio Trustee 1.00 0.10 X 0 0 0 Robert McLennan Trustee 1.00 0.10 X 0 0 0 David Evinger Trustee starting Jan 2021 1.00 0.10 X 0 0 0 Terry Wanzek Trustee starting Oct 2020 1.00 0.10 X 0 0 0 James Harty Jr Trustee until May 2021 1.00 0.10 X 0 0 0 Colleen Anderson Trustee until Feb 2021 1.00 0.10 X 0 0 0 Polly Peterson President 40.00 0.10 X X 243217 0 25229 Tena Lawrence Executive Vice President 40.00 0.00 X 108178 0 9894 Paul Olson Provost 40.00 0.00 X 131403 0 11389 Greg Ulland VP of Enrollment Managemen 40.00 0.00 X 104083 0 9689 Dr Sara Voorhees Program Director 40.00 0.00 X 116424 0 10640 703305 0 66841 5 0 1 0 Sodexo 6014 College Lane Jamestown ND 58405 Food service provider 1920993 JLG Architects 124 North Third Street Grand Forks ND 58203 Contracting 557345 Beynon Sports Surfaces Inc 16 Alt Road Hunt Valley MD 21030 Construction 337600 Jenzabar PO Box 55018 Boston MA 02205 Software Maintenance 241858 Capital Exteriors 603 North 52nd St Bismarck ND 58501 Construction 204387 6 40402 4430703 8877779 1833299 13348884 Tuition & Fees 611600 24372028 24372028 Auxillary Income 611710 5775271 5775271 Federal Aid Reimb 611600 20284 20284 Student Loan Interest 611600 2955 2955 137241 137241 30307779 821190 821190 179426 179426 23498 0 23498 23498 23498 6475856 4598357 1877499 1877499 1877499 116001 40402 104716 11285 11285 46569561 30307779 0 2912898 11516343 11516343 410357 93612 223133 93612 11634812 11038946 449429 146437 442466 422930 14900 4636 1624088 1516989 79592 27507 767761 711220 41732 14809 46738 46738 56048 56048 7430 7430 143239 143239 476297 413519 62778 778767 751812 20132 6823 1336153 1336153 2178111 2178111 222014 194942 13536 13536 16343 16343 732280 732280 1529840 1509081 13839 6920 Contract Food Services 1949717 1949717 Athletics/Music Program 1247976 1217932 30044 Repair & Maintenance 883744 871807 6901 5036 Auxiliary Cost of Goods 144254 144254 665459 469069 197064 -674 38810237 36336437 2062336 411464 20824 17104 4977285 11455519 281075 49520 408199 458065 775000 775000 229605 193965 37685 59734 74891981 35900983 31857365 38990998 500 10723 38549124 47740743 621424 491719 234678 206812 77992764 100449902 1130611 3102064 518856 529607 1480112 1490037 3700000 3700000 369258 260346 235259 5206653 2637600 2000000 907198 828779 10978894 17117486 X 29559280 31428885 37454590 51903531 67013870 83332416 77992764 100449902 X 7759324 7861962 697260 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 7430 7430 36336437 36343867 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 1309 7430 8739 250000 250000 250000 250000 1000000 1500000 0 1 X 37527825 453888 10715947 2234293 445717 143239 45874411 38953004 842458 599350 2389659 338233 139095 37527825 38686539 1215439 2031682 2439879 385685 155092 38953004 37102825 1439983 2854325 2213888 303638 193068 38686539 34534182 1195363 3704489 1823936 282804 224469 37102825 0.12790 0.74540 0.12670 1 0 1460416 2509248 3969664 50713368 24469011 26244357 7502683 6536758 965925 12706266 4895214 7811052 38990998 Held in Trust 47740743 F 47740743 Annuities Payable 828779 828779 X 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: Management believes that each entity has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The University would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. Dine & Bid 95470 35477 59993 5500 30322 22105 16745 Jimmie Scramble 60933 4925 56008 30044 156403 40402 116001 5500 30322 22105 46789 104716 11285 1 Merit Scholarships 630 2781759 Athletic Scholarships 551 5812552 Tuition Waivers 32 362986 Fine Art Scholarships 118 279375 Other Scholarships 769 2279671 Part I, Line 2: 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 Polly Peterson President 243217 0 0 0 0 0 12161 0 13098 0 268476 0 0 0 Part I, Line 1a The President receives a housing allowance which is properly reported as taxable income on the W-2. A Stutsman County North Dakota 456002244 2016-11-14 8000000 Construction of Sports Arena 0 0 0 A 4300000 8000000 25000 7975000 2017 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 Schedule K, Part II, Line 1: 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. X 13 1479799 Hi-Lo Avg MV-Gift DT X 1 353500 Market Value 1 0 1 1 Part I, Line 32b: Brokers are engaged to sell securities. Form 990, Part III, line 3 During 2020, the world-wide coronavirus pandemic impacted national and global economies. The University is closely monitoring its operations, liquidity and capital resources and is actively working to minimize the current and future impact of this unprecedented situation. 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 1,793. Actuarial gain (loss) on annuity obligations -121,700. Change in value of split interest agreements 817,167. Jamestown College Foundation 6082 College Lane Jamestown ND 58405 363447067 Support of University of Jamestown ND 501(c)(3) Line 12a, I University of Jamestown 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 Jamestown College Foundation R 606845 Accrual Accting Jamestown College Foundation K 312960 Accrual Accting