Civic Intelligence

Jamestown Community Foundation

990 • Fiscal year 2021 • EIN 45-0393080

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 28, 2022

PO Box 2004Jamestown, ND 58402-2004

(701) 252-4570

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.12x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

2.82x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

79th percentile

40%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$657,456

Up $189,224 (+40%) from 2020

Net Assets

Up

$577,854

Up $124,958 (+28%) from 2020

Liabilities

Up

$79,602

Up $64,266 (+419%) from 2020

Revenue

Down

$28,210

Down $12,873 (-31%) from 2020

Expenses

Down

$6,798

Down $3,077 (-31%) from 2020

Net Income

Down

$21,412

Down $9,796 (-31%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $133,819Liabilities 2011: $02011Assets 2012: $152,763Liabilities 2012: $02012Assets 2013: $194,474Liabilities 2013: $02013Assets 2014: $233,746Liabilities 2014: $6,499Net Assets 2014: $227,2472014Assets 2015: $234,130Liabilities 2015: $10,908Net Assets 2015: $223,2222015Assets 2016: $256,575Liabilities 2016: $6,261Net Assets 2016: $250,3142016Assets 2017: $296,741Liabilities 2017: $6,800Net Assets 2017: $289,9412017Assets 2018: $296,405Liabilities 2018: $7,566Net Assets 2018: $288,8392018Assets 2019: $397,341Liabilities 2019: $26,726Net Assets 2019: $370,6152019Assets 2020: $468,232Liabilities 2020: $15,336Net Assets 2020: $452,8962020Assets 2021: $657,456Liabilities 2021: $79,602Net Assets 2021: $577,8542021Assets 2022: $596,994Liabilities 2022: $82,945Net Assets 2022: $514,0492022Assets 2023: $848,977Liabilities 2023: $295,812Net Assets 2023: $553,1652023Assets 2024: $949,529Liabilities 2024: $302,153Net Assets 2024: $647,3762024

Highlighted filing

2021

Assets$657,456
Liabilities$79,602
Net Assets$577,854

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0Revenue 2011: $16,499Expenses 2011: $11,730Net Income 2011: $4,7692011Revenue 2012: $71,629Expenses 2012: $11,969Net Income 2012: $59,6602012Revenue 2013: $19,524Expenses 2013: $11,476Net Income 2013: $8,0482013Revenue 2014: $16,051Expenses 2014: $1,414Net Income 2014: $14,6372014Revenue 2015: $33,868Expenses 2015: $17,513Net Income 2015: $16,3552015Revenue 2016: $60,856Expenses 2016: $1,754Net Income 2016: $59,1022016Revenue 2017: $18,192Expenses 2017: $4,604Net Income 2017: $13,5882017Revenue 2018: $18,878Expenses 2018: $5,755Net Income 2018: $13,1232018Revenue 2019: $24,577Expenses 2019: $1,708Net Income 2019: $22,8692019Revenue 2020: $41,083Expenses 2020: $9,875Net Income 2020: $31,2082020Revenue 2021: $28,210Expenses 2021: $6,798Net Income 2021: $21,4122021Revenue 2022: $161,929Expenses 2022: $6,054Net Income 2022: $155,8752022Revenue 2023: $28,554Expenses 2023: $21,092Net Income 2023: $7,4622023Revenue 2024: $54,499Expenses 2024: $16,309Net Income 2024: $38,1902024

Highlighted filing

2021

Revenue$28,210
Expenses$6,798
Net Income$21,412
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.2
Gross Receipts
$28,210
Mission and Program Overview

Mission

To support new and existing community projects and programs

Support new and existing community projects and programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$451,405$629,288▲ $177,883
Cash and Non-Interest-Bearing Accounts$16,827$28,168▲ $11,341
Total Assets$468,232$657,456▲ $189,224
Liabilities
Escrow Account Liability$15,336$79,602▲ $64,266
Total Liabilities$15,336$79,602▲ $64,266
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$452,896$577,854▲ $124,958
Total Net Assets Fund Balance$452,896$577,854▲ $124,958
Total Liabilities and Net Assets / Fund Balance$468,232$657,456▲ $189,224
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara LangPresident
Curt LiechtyVice President
Casey StoudtDirector
Darin FinckDirector
David SmetteDirector
Joan MorrisDirector
Kim LundeDirector
Kirk HeimDirector
Ronn FuchsDirector
Shirley JacksonDirector
Paulette RitterSecretary
Mary Lou UrquhartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,669
Program Service Revenue
$0
Investment Income
$6,541
Other Revenue
$0
All Other Contributions
$21,669
Change in Net Assets
$21,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,900
Other Expenses$1,898
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,900--$4,900
Office Expenses-$1,250-$1,250
Other Expenses-$35-$35
Total Functional Expenses$4,900$1,898$0$6,798
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft copy is provided to the governing board prior to filing the return

Form 990, Part VI, Section C, Line 19

Governing documents are made available to the public upon request

Filing and Contact Details

Filer

Filer Name
Jamestown Community Foundation
EIN
45-0393080
Phone
7012524570
Address
PO BOX 2004, JAMESTOWN, ND 58402-2004

Signing Officer

Name
Barbara Lang
Title
President
Phone
7013204570
Signed
2022-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Lang
Formed
1985
Legal Domicile
Nd
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Schauer & Associates Pc
Address
PO BOX 1808, JAMESTOWN, ND 58402-1808
Preparer
Linda Mohn
Phone
7012525422
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 1B:

The organization is the fiscal agent for some community organizations

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotalLiabilitiesGrp/BOYAmt015336
IRS990/TotalLiabilitiesGrp/EOYAmt079602
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0452896
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0577854
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04900
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt06541
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028210
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0468232
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0657456
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03071 83 1/2 AVE SE
IRS990/USAddress/CityNm0JAMESTOWN
IRS990/USAddress/StateAbbreviationCd0ND
IRS990/USAddress/ZIPCd058401
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA LANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07013204570
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMESTOWN COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0450393080
ReturnHeader/Filer/PhoneNum07012524570
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2004
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd0584022004
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450350118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAUER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1808
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JAMESTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0584021808
ReturnHeader/PreparerPersonGrp/PhoneNum07012525422
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA MOHN
ReturnHeader/ReturnTs02022-05-04T13:05:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LANG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.50$3.02$6.47$0.54$0.16$0.38
2023Detailed filing. Detailed filing data is available for this year.$8.49$2.96$5.53$0.29$0.21$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.97$0.83$5.14$1.62$0.06$1.56
2021Detailed filing. Detailed filing data is available for this year.$6.57$0.80$5.78$0.28$0.07$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.15$4.53$0.41$0.10$0.31
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.27$3.71$0.25$0.02$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.96$0.08$2.89$0.19$0.06$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.97$0.07$2.90$0.18$0.05$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.06$2.50$0.61$0.02$0.59
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.11$2.23$0.34$0.18$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.06$2.27$0.16$0.01$0.15
2013Summary only. Only limited summary data is available for this year.$1.94$0.00$0.20$0.11$0.08
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.72$0.12$0.60
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$0.16$0.12$0.05