Jamestown College Foundation Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

Polly Peterson

Phone

7012523467

Tax Period

2024-07-01 to 2025-06-30

Jamestown College Foundation Inc, founded in 1985, is a small nonprofit that reported $934K in total revenue in fiscal year 2024. Expenses of $1.3M exceeded revenue, resulting in a 42% operating deficit.

Mission

The Jamestown College Foundation is organized solely as a means of generating financial support for the programs and services of the University of Jamestown.

Program Service Accomplishments

Program 1

Expenses: $725,664 Revenue: $355,980

The sole purpose for which the corporation is formed is funding the work of the University of Jamestown.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $577,756

Other Revenue $355,980

TOTAL REVENUE $933,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $725,664

Other Expenses $1,328,018

TOTAL EXPENSES $1,328,018

Year-over-Year Comparison

	2024	2023	Change
Revenue	$933,736	$919,805	+0.0%
Expenses	$1,328,018	$1,319,578	+0.0%
Net Income	$-394,282	$-399,773	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$504,530

Total Directors

$352,128

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Todd Steinwand	Chairman	0.10	Officer Director	$0	$0	$0
Shane Berg	1st Vice Chair	0.10	Officer Director	$0	$0	$0
Steve Bietz	2nd Vice Chair	0.10	Officer Director	$0	$0	$0
Alan Berg	Trustee	0.10	Director	$0	$0	$0
William Bernhagen	Trustee	0.10	Director	$0	$0	$0
Kelly Krein	Trustee	0.10	Director	$0	$0	$0
Alan Lindberg	Trustee	0.10	Director	$0	$0	$0
Virgil Miedema	Trustee	0.10	Director	$0	$0	$0
Robert Piatz	Trustee	0.10	Director	$0	$0	$0
Sandi Piatz	Trustee	0.10	Director	$0	$0	$0
Jasper Schneider	Trustee	0.10	Director	$0	$0	$0
Peggy Foss	Trustee	0.10	Director	$0	$0	$0
Brian Johnson	Trustee	0.10	Director	$0	$0	$0
Jim Johnson	Trustee	0.10	Director	$0	$0	$0
Jill Seibold Sisk	Trustee	0.10	Director	$0	$0	$0
Paul Sukut	Trustee	0.10	Director	$0	$0	$0
Terry Wanzek	Trustee	0.10	Director	$0	$0	$0
Mark Wolf	Trustee	0.10	Director	$0	$0	$0
Jeff Young	Trustee	0.10	Director	$0	$0	$0
Richard Hall	Trustee	0.10	Director	$0	$0	$0
Jo-Ida Hansen	Trustee	0.10	Director	$0	$0	$0
David Haukaas	Trustee	0.10	Director	$0	$0	$0
Bart Holaday	Trustee	0.10	Director	$0	$0	$0
Larry Langemo	Trustee	0.10	Director	$0	$0	$0
Robert McLennan	Trustee	0.10	Director	$0	$0	$0
David Muhs	Trustee	0.10	Director	$0	$0	$0
Kari Newman Ness	Trustee	0.10	Director	$0	$0	$0
Sheryl Ramstad	Trustee	0.10	Director	$0	$0	$0
Matthew Gooding	Ex Officio Trustee as of Jan 2025	0.10	Director	$0	$0	$0
Marybeth Hegstad	Ex Officio Trustee until Fall 2024	0.10	Director	$0	$0	$0
Polly Peterson	President	0.10	Officer Director	$0	$34,431	$352,128
Kresha Wiest	Chief Financial Officer	0.10	Officer	$0	$7,257	$152,402

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$933,736	$1,328,018	$20,356,168	$-394,282
2024	$919,805	$1,319,578	$21,084,825	$-399,773
2023	$919,805	$1,330,952	$21,815,468	$-411,147
2022	$919,805	$1,343,352	$41,629,222	$-423,547
2021	$919,805	$1,419,318	$42,685,316	$-499,513
2020	$536,553	$1,169,320	$43,797,421	$-632,767