University of Jamestown (EIN 450231180) - Form 990 Financial Analysis & Trantor Score

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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

1883

Legal Domicile

Principal Officer

Polly Peterson

Phone

7012523467

Tax Period

2023-07-01 to 2024-06-30

University of Jamestown, founded in 1883, is a mid-sized nonprofit in the Education sector that reported $59.5M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.8M, a strong 22% operating margin.

Mission

Education

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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 (2023)

Revenue Breakdown

Contributions & Grants $21,622,586

Program Service Revenue $33,711,288

Investment Income $3,787,192

Other Revenue $360,275

TOTAL REVENUE $59,481,341

Expense Breakdown

Grants Paid $13,474,808

Salaries & Benefits $18,796,339

Fundraising Expenses $1,435,108

Program Expenses $42,706,287

Other Expenses $14,371,841

TOTAL EXPENSES $46,642,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,481,341	$47,745,431	+0.2%
Expenses	$46,642,988	$44,313,820	+0.1%
Net Income	$12,838,353	$3,431,611	+2.7%

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

767

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

$484,211

Total Directors

$343,666

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Unruh	Chairman (July-Oct)	3.00	Officer Director	$0	$0	$0
Todd Steinwand -1st Vice Chair	(Jul-Oct)/Chairman starting Oct	3.00	Officer Director	$0	$0	$0
Shane Berg - Trustee Jul-Oct	1st Vice Chair starting Oct	2.00	Officer Director	$0	$0	$0
Jo-Ida Hansen - 2nd Vice Chair	(Jul-Oct)/Trustee starting Oct	2.00	Officer Director	$0	$0	$0
Steve Bietz - Trustee Jul-Oct	2nd Vice Chair starting Oct	2.00	Officer Director	$0	$0	$0
Alan Berg	Trustee	1.00	Director	$0	$0	$0
William Bernhagen	Trustee	1.00	Director	$0	$0	$0
David Evinger	Trustee	1.00	Director	$0	$0	$0
Kelly Krein	Trustee	1.00	Director	$0	$0	$0
Alan Lindberg	Trustee	1.00	Director	$0	$0	$0
Virgil Miedema	Trustee	1.00	Director	$0	$0	$0
Robert Piatz	Trustee	1.00	Director	$0	$0	$0
Sandi Piatz	Trustee	1.00	Director	$0	$0	$0
Jasper Schneider	Trustee	1.00	Director	$0	$0	$0
Peggy Foss	Trustee	1.00	Director	$0	$0	$0
Brian Johnson	Trustee	1.00	Director	$0	$0	$0
Jim Johnson	Trustee	1.00	Director	$0	$0	$0
Jill Seibold Sisk	Trustee	1.00	Director	$0	$0	$0
Paul Sukut	Trustee	1.00	Director	$0	$0	$0
Terry Wanzek	Trustee	1.00	Director	$0	$0	$0
Mark Wolf	Trustee	1.00	Director	$0	$0	$0
Jeff Young	Trustee	1.00	Director	$0	$0	$0
Richard Hall	Trustee	1.00	Director	$0	$0	$0
David Haukaas	Trustee	1.00	Director	$0	$0	$0
Bart Holaday	Trustee	1.00	Director	$0	$0	$0
Larry Langemo	Trustee	1.00	Director	$0	$0	$0
Robert McLennan	Trustee	1.00	Director	$0	$0	$0
David Muhs	Trustee	1.00	Director	$0	$0	$0
Kari Newman Ness	Trustee	1.00	Director	$0	$0	$0
Sheryl Ramstad	Trustee	1.00	Director	$0	$0	$0
Marybeth Hegstad	Ex Officio Trustee	1.00	Director	$0	$0	$0
Polly Peterson	President	40.00	Officer Director	$309,376	$34,290	$343,666
Kresha Wiest	Chief Financial Officer	40.00	Officer	$133,852	$6,693	$140,545
Paul Olson	Provost	40.00	Highest	$148,540	$17,674	$166,214
Kristin Lefebvre	Program Director	40.00	Highest	$140,700	$7,035	$147,735
Greg Ulland	Vice President	40.00	Highest	$136,980	$12,795	$149,775
Sara Voorhees	Program Director	40.00	Highest	$127,451	$16,620	$144,071
Chris Hoke	Chief Information Officer	40.00	Highest	$117,983	$16,146	$134,129

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	No data	No data	No data	No data
2024	$59,481,341	$46,642,988	$132,718,516	$12,838,353
2023	$47,745,431	$44,313,820	$117,005,425	$3,431,611
2022	$44,320,991	$42,546,119	$90,603,412	$1,774,872
2021	$46,569,561	$38,810,237	$100,449,902	$7,759,324
2020	$33,751,753	$35,444,424	$77,992,764	$-1,692,671
2019	$34,520,749	$35,984,198	$102,639,298	$-1,463,449

University of Jamestown