2025-05-15T16:16:24-05:00 2024-06-30 450334950 WIDMER ROEL PC 4220 31ST AVE S FARGO ND 58104 990 2023-07-01 475378716 DSU HERITAGE FOUNDATION DSUH 7014832486 230 8TH AVE W DICKINSON ND 586014819 TY ORTON EXECUTIVE DIRECTOR 7014832486 2025-05-15 1 0 TRACEE S BUETHNER CPA P01292877 7012376022 2023 2025-03-06 01:10:19Z HAYLEY CULVER 230 8TH AVE W DICKINSON ND 586014819 19252358 0 X WWW.DSUHERITAGEFOUNDATION.ORG X 2015 ND SECURE, MANAGE, & DISBURSE FUNDS TO STIMULATE & FOSTER SUPPORT FOR DICKINSON STATE UNIVERSITY. 24 24 7 47 0 0 4002646 5710385 264636 503868 1107303 941988 733740 584370 6108325 7740611 4764664 3270936 0 0 393170 383490 0 0 93437 893957 1539851 6051791 5194277 56534 2546334 26838747 30985537 82344 209259 26756403 30776278 X TO STIMULATE AND FOSTER AN ACTIVE INTEREST BY ALUMNI AND FRIENDS THAT ENCOURAGES PARTICIPATION IN THE SUPPORT OF THE UNIVERSITY. CREATE AND MAINTAIN A CONSISTENT FLOW OF FUNDS TO ACHIEVE OUR VISION. SECURE, MANAGE, AND DISBURSE PRIVATE FUNDS FOR THE BENEFIT OF THE STUDENTS AND THE UNIVERSITY. 0 0 3969346 3270936 503868 STIMULATE AND FOSTER SUPPORT FOR DICKINSON STATE UNIVERSITY BY SECURING, MANAGING, AND DISBURSING FUNDS TO BENEFIT THE UNIVERSITY AND ITS STUDENTS. FOR THE JUNE 30, 2024 YEAR WE PROVIDED AN ESTIMATED $1,250,000 IN SCHOLARSHIP SUPPORT TO DSU FOR DESERVING STUDENT ATHLETES. PROVIDED AN AVENUE TO DEVELOP AND CONTINUE TO BUILD ENDOWMENTS FOR LONGTERM SUCCESS FOR DSU. AN ESTIMATED $2.5 MILLION WAS ADDED TO ENDOWMENTS THIS FISCAL YEAR. 3969346 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X X TY ORTON 7014832486 230 8TH AVE W DICKINSON ND 586014819 HAYLEE CRIPE PRESIDENT 2.00 X X 0 0 0 VAL MACK VICE PRESIDENT 2.00 X X 0 0 0 VINCE REEP PAST-PRESIDENT 2.00 X X 0 0 0 HANK BIESIOT SECRETARY 2.00 X X 0 0 0 STEVE PERDUE TREASURER 2.00 X X 0 0 0 BOB BAUMANN MEMBER 0.10 X 0 0 0 DAN WEBER MEMBER (FROM MAR) 0.10 X 0 0 0 ROBERT BOLLINGER MEMBER (UNTIL JAN) 0.10 X 0 0 0 DR DEB DRAGSETH MEMBER - NON-VOTING 0.10 X 0 0 0 BRUCE DOLEZAL MEMBER 0.10 X 0 0 0 STEVE EASTON MEMBER - NON-VOTING 0.10 X 0 0 0 MANDIE ERICKSON MEMBER 0.10 X 0 0 0 ROBERT GREEN MEMBER (UNTIL JAN) 0.10 X 0 0 0 GRANT HAUGLAND MEMBER 0.10 X 0 0 0 DR BRIAN JESPERSON MEMBER 0.10 X 0 0 0 AMBER KUNTZ MEMBER 0.10 X 0 0 0 SCOTT MOLANDER MEMBER 0.10 X 0 0 0 KLAYTON OLTMANNS MEMBER 0.10 X 0 0 0 STEVE BUTCH GOODALL MEMBER 0.10 X 0 0 0 IRENE SCHAFER MEMBER 0.10 X 0 0 0 PETE STANTON MEMBER - NON-VOTING 0.10 X 0 0 0 DEB ZILLICH MEMBER 0.10 X 0 0 0 SUSAN ANDERSON MEMBER 0.10 X 0 0 0 DODIE BIRDSALL MEMBER (UNTIL JAN) 0.10 X 0 0 0 TERALD BANG MEMBER 0.10 X 0 0 0 DR TOM ARNOLD MEMBER 0.10 X 0 0 0 RICHARD WARDNER MEMBER 0.10 X 0 0 0 DAVE MICHAELSON MEMBER 0.10 X 0 0 0 JIM SCHWARTZ MEMBER 0.10 X 0 0 0 TY ORTON EXECUTIVE DIRECTOR 40.00 X 170191 0 46810 170191 0 46810 1 0 1 0 0 77331 1006446 4626608 5710385 BAC PROMOTIONAL REVENUE 713940 280841 280841 223027 223027 503868 1094879 1094879 128467 128467 9270 0 9270 9270 9270 4627317 4780208 -152891 -152891 -152891 302547 77331 56797 245750 245750 6875625 6674742 200883 200883 7740611 503868 0 1526358 3270936 3270936 217000 93313 70815 52872 166490 71593 54332 40565 36902 36902 106442 106442 27696 27696 157156 157156 94210 94210 81790 81790 21219 21219 15389 15389 20312 20312 14514 14514 EVENTS AND SERVICES 533504 533504 PUBLIC RELATIONS 182538 182538 AWARDS AND RECOGNITION 174757 174757 73422 73422 5194277 3969346 1131494 93437 514371 419511 2087312 3468574 50512 54647 9575 6178 6178 11693 11693 825221 177527 669919 647694 23126800 26014853 362387 362387 26838747 30985537 82344 209259 82344 209259 X 4729374 2990548 22027029 27785730 26756403 30776278 26838747 30985537 X 2546334 1473543 -2 X 0 1 X 1 0 X 3461044 1764021 16395232 4002646 5283968 30906911 3461044 1764021 16395232 4002646 5283968 30906911 30906911 561599 392503 830361 1303147 1240863 4328473 102909 106088 522113 731110 35966494 929985 0.85930 0.86810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 18760847 2826867 1889198 1515449 21961463 16344635 1183853 1669788 437429 18760847 9552225 9484111 -2213851 477850 16344635 7696786 717897 1477711 153895 186274 9552225 6394027 1473113 143777 140265 173866 7696786 0.05100 0.94900 0 0 107100 107100 652900 165386 487514 25221 5585 19636 40000 6556 33444 647694 X 9655282 1473543 384335 56797 1914675 7740607 4 4 7740611 6281790 384335 703180 1087515 5194275 2 2 5194277 PART III, LINE 4: THE FOUNDATION HAS SEVERAL COLLECTIONS, WHICH WERE ACQUIRED THROUGH CONTRIBUTIONS SINCE THE FOUNDATION'S INCEPTION, THAT ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. THE FOUNDATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, BOOKS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTION ITEMS ARE SUBJECT TO A POLICY THAT REQUIRES THEM TO BE HELD BY THE FOUNDATION OR RETURNED BY THE DONOR. PART V, LINE 4: THE FOUNDATION HAS ESTABLISHED AN ENDOWMENT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND FOR SCHOLARSHIPS SUPPORTED BY THE ENDOWMENT. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS REQUIRED TO RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS PROBABLE THAT A LOSS HAS BEEN INCURRED AND THE AMOUNT CAN BE REASONABLE ESTIMATED. AS OF JUNE 30, 2024, NO SUCH LIABILITY EXISTED. MANAGEMENT WILL CONTINUALLY EVALUATE EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN EXPENSES ON AUDIT 56,797. GAMING EXPENSES INCLUDED IN EXPENSES ON AUDIT PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 4. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN EXPENSES ON AUDIT 56,797. GAMING EXPENSES INCLUDED IN EXPENSES ON AUDIT 646,383. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. BLUE HAWK RENDEZVOUS 112946 34352 78594 3508 YULETYME 109944 39385 70559 1750 8750 6 156988 3594 153394 42789 379878 77331 302547 3508 1750 51539 56797 245750 6397530 5735036 10019 2973 0 478095 293323 8740 362242 262409 0 6875625 6028359 8740 372261 265382 6674742 200883 ND 1 0 1 0 1.00000 BRADY MARTZ & ASSOCIATES 2257 3RD AVE W DICKINSON ND 58601 0 MARANDA MARSH 65030 GAMING MANAGER X 0 0 DICKINSON STATE UNIVERSITY 291 CAMPUS DR DICKINSON ND 58601 456002480 1254983 0 STUDENT SCHOLARSHIP PROGRAM DICKINSON STATE UNIVERSITY 291 CAMPUS DR DICKINSON ND 58601 456002480 1309207 0 OTHER UNIVERSITY PROGRAM DISBURSEMENTS AND SUPPORT 1 0 PART I, LINE 2: SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO DICKINSON STATE UNIVERSITY FOR THE PURPOSE OF SCHOLARSHIPS TO PAY TO ELIGIBLE STUDENTS. 0 0 0 0 0 0 0 0 0 TY ORTON EXECUTIVE DIRECTOR 170191 0 0 0 0 0 19717 0 27093 0 217001 0 0 0 PART II: COMPENSATION REPORTED IN SCHEDULE J, PART II FOR THE EXECUTIVE DIRECTOR IS PAID BY DICKINSON STATE UNIVERSITY, AN UNRELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 1A DSU HERITAGE FOUNDATION HAS AN EXECUTIVE COMMITTEE WHICH CONSISTS OF THE PRESIDENT, VICE PRESIDENT, SECRETARY TREASURER, AND THE PRESIDENT OF DSU SERVING AS AN EXOFFICIO NONVOTING MEMBER AND ANY CHAIRPERSON OF THE CORPORATION WHO SERVE AS THE CHAIRPERSONS OF THE CORPORATION'S STANDING COMMITTEES. THE EXECUTIVE COMMITTEE ACTS IN THE CAPACITY OF THE BOARD OF DIRECTORS BETWEEN BOARD MEETINGS. ANY ACTIONS BY THE EXECUTIVE COMMITTEE MUST BE PRESENTED TO THE FULL BOARD FOR RATIFICATION WITHIN TWO WEEKS OF THE ACTION OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 GEORGE NODLAND AND TERRALD BANG HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND PRESENTED TO THE FINANCIAL COMMITTEE. ONCE APPROVED BY THE FINANCIAL COMMITTEE IT IS THEN REVIEWED AT THE EXECUTIVE COMMITTEE BOARD MEETING. ONCE APPROVED BY THE EXECUTIVE COMMITTEE, THE APPROVED COPY IS PRESENTED TO THE FULL BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DSU HERITAGE FOUNDATION EMPLOYEES AND BOARD MEMBERS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS AND EMPLOYEES REPORT POTENTIAL CONFLICTS TO THE EXECUTIVE COMMITTEE. CONFLICTS ARE REVIEWED BY BOTH THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS. INDIVIDUALS WITH CONFLICTS ABSTAIN FROM MAKING MOTIONS OR VOTING ON ISSUES IN WHICH THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING -2.