Bismarck Library Foundation INC FY2021 filing

Tax-deductible

Bismarck, ND501(c)(3)Since 1975EducationEIN 51-0178024Revenue $452K in FY2021

On file with the IRSbismarcklibrary.org515 N 5th St, 58501-4057 · Bismarck, NDTax-exempt since Feb 1976Supporting org, Type III (functionally integrated) — 509(a)(3)

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The Bismarck Library Foundation enriches publicly funded Library services by raising private funds to enhance collections, resources, and facilities.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
7 of 7
filings with a surplus
Average surplus $277K a year · 49% of revenue · last 7 filings
Looks good: a surplus in 7 of the last 7 filings.
Pt I · Ln 19 · 7 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Looks good: 7.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $23K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$452K
+19% vs prior year
Spent
$278K
To programs
82%
Net assets
$2.2M
By yearFY2019–FY2025
Revenue
$452K
FY2021▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2019$405K
FY2020$381K
FY2021$452K
FY2022$551K
FY2023$294K
FY2024$433K
FY2025$1.4M
Expenses
$278K
FY2021▼ -24%
Tap a bar for its year
Expenses by fiscal year
FY2019$146K
FY2020$367K
FY2021$278K
FY2022$369K
FY2023$234K
FY2024$295K
FY2025$313K
Net assets
$2.2M
FY2021▲ +15%
Tap a bar for its year
Net assets by fiscal year
FY2019$1.7M
FY2020$1.9M
FY2021$2.2M
FY2022$2.0M
FY2023$2.2M
FY2024$2.4M
FY2025$3.3M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $229K Management & general 10% · $28K Fundraising 7% · $20K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Simon Moore’s $32K as Exec Directo is at the 4th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022
Simon Moore$31,973$27,846$270—
Beth Schatz Kaylor——$16,013$16,932

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Raises private funds to enhance library collections, resources, and facilities.

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Provided by the organization

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1 program · $229K · in their own filed words · FY2021
01

All activities are for the support of library programs. The foundation helps raise money for the on-going programs of the library and remodeling projects. Supported programs include the summer reading program, purchase of books, and general support. In 2021, $15,759 was given for the purchase of a new bookmobile vehicle.

$229Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$23K
Grants paid · 15 grants · $1.4M · 2019–2025
Bismarck Public LibraryFY2025$205,003
Bismarck Public LibraryFY2024$187,630
Bismarck Public LibraryFY2024$12,400
Bismarck Public LibraryFY2023$143,393
Bismarck Public LibraryFY2023$12,400
Bismarck Public LibraryFY2022$270,293
Bismarck Public LibraryFY2022$12,400
Bismarck Public LibraryFY2021$167,038
Bismarck Public LibraryFY2021$15,800
Bismarck Public LibraryFY2021$15,759
Bismarck Public LibraryFY2020$255,725
Bismarck Public LibraryFY2020$30,983
Bismarck Public LibraryFY2020$15,850
Bismarck Public LibraryFY2019$39,618
Bismarck Public LibraryFY2019$15,150

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$452K
Ln 12
Gifts and grantsLn 1h$404K
Investment incomeLn 3$49K
Other incomeLn 4–11$7
Money outPt IX
$278K
Ln 25
Programscol B$229K
Managementcol C$28K
Fundraisingcol D$20K
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$174K
Total assetsLn 16$2.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$404K
Noncash giftsLn 1g$149K
Investment incomeLn 3$49K
Other incomeLn 4–11$7
Gains on assetsLn 7−$44K
Total revenueLn 12$452K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$174K
Cash and savings togetherLn 1–2$174K
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$2.2M
LiabilitiesLn 26$0
Net assetsLn 32$2.2M
OperationsPt I, VI
EmployeesI 52
VolunteersI 613
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$144K$174K
InvestmentsLn 11–13$1.7M$1.9M
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$1.9M$2.2M
LiabilitiesLn 26$5K$0
Net assetsLn 32$1.9M$2.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$199K$199K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$35K$24K$5K$5K
Legal feesLn 11b$0
Accounting feesLn 11c$7K$7K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$12K$12K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$21K$6K$4K$11K
Information technologyLn 14$743$214$529
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$50$50
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$2K$2K
All other expensesLn 24e$0
Total functional expensesLn 25$278K$229K$28K$20K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.4M$313K$1.1M$3.3M 990 PDF
FY2024 $433K$295K$138K$2.4M 990 PDF
FY2023 $294K$234K$60K$2.2M 990 PDF
FY2022 $551K$369K$182K$2.0M 990 PDF
FY2021 Viewing $452K$278K$175K$2.2M 990 PDF
FY2020 $381K$367K$14K$1.9M 990 PDF
FY2019 $405K$146K$258K$1.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $452,427 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $342,303$403,860
I-9 Program service revenue$0
I-10 Investment incomePrior year $37,576$48,560
I-11 Other revenuePrior year $1,136$7
I-12 Total revenuePrior year $381,015$452,427
I-13 Grants and similar amounts paidPrior year $302,558$198,597
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $64,462$79,056
I-18 Total expensesPrior year $367,020$277,653
I-19 Revenue less expensesPrior year $13,995$174,774
Part VI · Governance 16 of 16 board members independent, 1 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $452,427 across 10 lines filed
VIII-1f All other contributions, gifts and grants$403,860
VIII-1g Noncash contributions (included above)$148,875
VIII-1h Total contributions, gifts and grants$403,860
VIII-3 Investment incomeExcluded from tax $92,960$92,960
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$44,400−$44,400
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $7$7
VIII-12 Total revenueExcluded from tax $48,567$452,427
Part IX · Statement of functional expenses $277,653 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $198,597$198,597
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management feesPrograms $24,315 · Management $5,210 · Fundraising $5,210$34,735
IX-11b Legal fees$0
IX-11c Accounting feesManagement $6,650$6,650
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $11,633$11,633
IX-11g Other fees for services$0
IX-12 Advertising and promotionFundraising $1,680$1,680
IX-13 Office expensesPrograms $6,146 · Management $3,651 · Fundraising $10,745$20,542
IX-14 Information technologyManagement $214 · Fundraising $529$743
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelManagement $50$50
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $1,022$1,022
IX-24 Other expenses (24a–d)Fundraising $2,001$2,001
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $229,058 · Management $28,430 · Fundraising $20,165$277,653
Part X · Balance sheet $2,150,265 assets, 18 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $144,203$173,538
X-3 Pledges and grants receivableStart of year $51,442$37,200
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $1,676,684$1,939,527
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $1,872,329$2,150,265
X-26 Total liabilitiesStart of year $4,833$0
X-27 Net assets without donor restrictionsStart of year $1,674,403$1,860,099
X-28 Net assets with donor restrictionsStart of year $193,093$290,166
X-32 Total net assets or fund balancesStart of year $1,867,496$2,150,265
X-33 Total liabilities and net assetsStart of year $1,872,329$2,150,265
Part XI · Reconciliation of net assets $2,150,265 net assets at year end
XI-1 Total revenue$452,427
XI-2 Total expenses$277,653
XI-3 Revenue less expenses$174,774
XI-4 Net assets at start of year$1,867,496
XI-5 Net unrealized gains (losses) on investments$107,995
XI-10 Net assets at end of year$2,150,265

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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