University of Jamestown

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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

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.

Program Service Accomplishments

Program 1

Expenses: $11,267,730 Revenue: $27,090,123

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...

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 46 major areas of study, as well as 41 minors and 5 pre-professional programs. The University expanded its offerings and began a doctoral program in 2013 and masters programs in 2015. The University again expanded its offerings in 2022 to include online certificate programs. 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.

Program 2

Expenses: $13,474,808

Post-Secondary Education: Student Aid - Institutional scholarships and work programs offered to students. Aid is awarded both based upon need and scholastic achievement.

Program 3

Expenses: $10,834,190 Revenue: $135,168

Post-Secondary Education: General Administrative Support - Physical plant, general institution and administrative support.

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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