Civic Intelligence

Meredith-Dunn Learning Center Inc.

990 • Fiscal year 2020 • EIN 23-7339248

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 16, 2021

Organization Profilewww.meredithdunnschool.org

View Organization Page

3023 Melbourne AvenueLouisville, KY 40220

(502) 456-5819

Siviq Scores

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

Liabilities / Assets

70th percentile

0.29x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.37x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

41st percentile

1.4%

Higher net margin than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$111,315

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$4,614,484

Up $2,638,870 (+134%) from 2010

Net Assets

Up

$3,277,368

Up $1,896,945 (+137%) from 2010

Liabilities

Up

$1,337,116

Up $741,925 (+125%) from 2010

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin41st percentile

Revenue

$3,584,903

No earlier filing loaded for comparison.

Expenses

Up

$3,536,006

Up $811,834 (+30%) from 2010

Net Income

$48,897

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2010: $1,975,614Liabilities 2010: $595,191Net Assets 2010: $1,380,4232010Assets 2020: $4,614,484Liabilities 2020: $1,337,116Net Assets 2020: $3,277,3682020Assets 2023: $3,893,231Liabilities 2023: $341,784Net Assets 2023: $3,551,4472023Assets 2024: $4,230,843Liabilities 2024: $626,998Net Assets 2024: $3,603,8452024Assets 2025: $8,140,558Liabilities 2025: $4,195,575Net Assets 2025: $3,944,9832025

Highlighted filing

2020

Assets$4,614,484
Liabilities$1,337,116
Net Assets$3,277,368
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,724,1722010Revenue 2020: $3,584,903Expenses 2020: $3,536,006Net Income 2020: $48,8972020Revenue 2023: $3,722,790Expenses 2023: $3,638,593Net Income 2023: $84,1972023Revenue 2024: $3,473,256Expenses 2024: $3,592,867Net Income 2024: -$119,6112024Revenue 2025: $3,568,231Expenses 2025: $3,227,093Net Income 2025: $341,1382025

Highlighted filing

2020

Revenue$3,584,903
Expenses$3,536,006
Net Income$48,897
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 16, 2021
Return Version
2019v5.0
Gross Receipts
$3,835,184
Mission and Program Overview

Mission

To provide prescriptive instruction in a nurturing environment designed to empower students who learn differently in becoming accomplished learners and resilient individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,021,411$2,699,971▼ $321,440
Savings and Temporary Cash Investments$469,830$854,181▲ $384,351
Cash and Non-Interest-Bearing Accounts$130,166$538,717▲ $408,551
Accounts Receivable$242,175$395,176▲ $153,001
Prepaid Expenses and Deferred Charges$167,000$123,446▼ $43,554
Intangible Assets$3,382$2,993▼ $389
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$4,033,964$4,614,484▲ $580,520
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$528,200-
Mortgage Notes Payable Secured by Investment Property$414,403$379,732▼ $34,671
Deferred Revenue$299,261$335,762▲ $36,501
Other Liabilities$71,787$48,655▼ $23,132
Accounts Payable and Accrued Expenses$14,267$44,767▲ $30,500
Total Liabilities$799,718$1,337,116▲ $537,398
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,196,206$3,084,435▼ $111,771
Net Assets With Donor Restrictions$38,040$192,933▲ $154,893
Total Net Assets Fund Balance$3,234,246$3,277,368▲ $43,122
Total Liabilities and Net Assets / Fund Balance$4,033,964$4,614,484▲ $580,520

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,224,856$950,053$3,174,909
Equipment$104,017$239,873$343,890
Leasehold Improvements$176,298$94,406$270,704
Land$194,800-$194,800
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy BeamHead of SchoolFT$111,315$111,315
Dr Robin JohnstoneHead of SchoolFT$6,750$6,750

Board Members and Trustees

NameTitle
Bill SimpsonChairman
Shawn R FreibertVice Chair
Allie TruttmannTrustee
Bryan WiegandtTrustee
Jan KottkeTrustee
Jeff RogersTrustee
Jenifer DaunhauerTrustee
John McCaffertyTrustee
Kyle EthridgeTrustee
Mark LichtefeldTrustee
Mollie Gaines SmithTrustee
Rory McMahanTrustee
Steve DeWeeseTrustee
William H Bennett JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$471,831
Program Service Revenue
$3,069,905
Investment Income
$-204,613
Other Revenue
$247,780
All Other Contributions
$471,831
Change in Net Assets
$48,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,689,828
Other Expenses$846,178
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,798,061$446,623-$2,244,684
All Other Expenses$80,019$116,476-$196,495
Payroll Taxes$132,775$41,886-$174,661
Depreciation Depletion$117,624$37,331-$154,955
Current Officers, Directors, Trustees, and Key Employees-$118,065-$118,065
Other Employee Benefits$55,557$30,371-$85,928
Pension Plan Contributions$50,599$15,891-$66,490
Insurance-$65,441-$65,441
Other Expenses$54,212$16,816-$54,212
Office Expenses$19,385--$19,385
Interest-$18,726-$18,726
Fees for Services Accounting-$11,382-$11,382
Fees for Services Other-$11,061-$11,061
Advertising$789$4,119-$4,908
Total Functional Expenses$2,514,019$1,021,987$0$3,536,006
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$280,873
Fundraising Direct Expenses$44,850
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$169,759$169,759$21,224$148,535
Rainbow Fundraiser$56,519$56,519-$56,519
Total Events$277,509$277,509$44,274$233,235
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$44,166
Accrued Benefits$4,489
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is scanned and emailed to the board members prior to the filing of the return.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All business relationships are monitored by the Head of School.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Pay is reviewed and set by the Finance Committee of the Board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request.”

Filing and Contact Details

Filer

Filer Name
Meredith-Dunn School Inc
EIN
23-7339248
Phone
5024565819
Address
3023 Melbourne Avenue, Louisville, KY 40220

Signing Officer

Name
Dr Robin Johnstone
Title
President
Signed
2021-06-16
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
Ky
Voting Board Members
14
Independent Board Members
14
Employees
64

Preparer

Firm
Stephens & Lawson CPAs Inc
Address
5203 Dixie Hwy, Louisville, KY 40216
Preparer
David B May CPA
Phone
5024484376
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Tutoring”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Adjustment for Tax Depreciation = -$2933”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Book to Tax Difference on Scrapped Assets = -$2842”

Schedule B - Schedule of Contributors

“Donated amounts listed on Schedule B - Schedule of Contributors - Part I include amounts listed as revenue on Part VIII of form 990 lines 1f and 8a.”

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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03835184
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt065441
IRS990/InsuranceGrp/TotalAmt065441
IRS990/IntangibleAssetsGrp/BOYAmt03382
IRS990/IntangibleAssetsGrp/EOYAmt02993
IRS990/InterestGrp/ManagementAndGeneralAmt018726
IRS990/InterestGrp/TotalAmt018726
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0818
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0818
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01284332
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03021411
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02699971
IRS990/LandBldgEquipCostOrOtherBssAmt03984303
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0205431
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide prescriptive instruction in a nurturing environment designed to empower students who learn differently in becoming accomplished learners and resilient individuals.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0414403
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0379732
IRS990/NetAssetsOrFundBalancesBOYAmt03234246
IRS990/NetAssetsOrFundBalancesEOYAmt03277368
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-205431
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-205431
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0236023
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0236023
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03196206
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03084435
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt019385
IRS990/OfficeExpensesGrp/TotalAmt019385
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-5775
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030371
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055557
IRS990/OtherEmployeeBenefitsGrp/TotalAmt085928
IRS990/OtherExpensesGrp/Desc0Departmental Costs
IRS990/OtherExpensesGrp/Desc1Maintenance & Repairs
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Lunch/Milk Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt087799
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116816
IRS990/OtherExpensesGrp/ProgramServicesAmt0151455
IRS990/OtherExpensesGrp/ProgramServicesAmt153543
IRS990/OtherExpensesGrp/ProgramServicesAmt254212
IRS990/OtherExpensesGrp/TotalAmt0151455
IRS990/OtherExpensesGrp/TotalAmt187799
IRS990/OtherExpensesGrp/TotalAmt270359
IRS990/OtherExpensesGrp/TotalAmt354212
IRS990/OtherLiabilitiesGrp/BOYAmt071787
IRS990/OtherLiabilitiesGrp/EOYAmt048655
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt011757
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011757
IRS990/OtherRevenueTotalAmt011757
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0446623
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01798061
IRS990/OtherSalariesAndWagesGrp/TotalAmt02244684
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt041886
IRS990/PayrollTaxesGrp/ProgramServicesAmt0132775
IRS990/PayrollTaxesGrp/TotalAmt0174661
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015891
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt050599
IRS990/PensionPlanContributionsGrp/TotalAmt066490
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0167000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0123446
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0After School Program
IRS990/ProgramServiceRevenueGrp/Desc1Evaluations
IRS990/ProgramServiceRevenueGrp/Desc2School Tuition and Fees
IRS990/ProgramServiceRevenueGrp/Desc3Tutoring
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt064551
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120270
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22968487
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt064551
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120270
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22968487
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316597
IRS990/ProgSrvcAccomActy2Grp/Desc0After school program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt055850
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt064551
IRS990/ProgSrvcAccomActy3Grp/Desc0Student evaluations.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt026406
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt020270
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0418558
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0687
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0923105
IRS990/PYOtherRevenueAmt0210052
IRS990/PYProgramServiceRevenueAmt03164303
IRS990/PYRevenuesLessExpensesAmt0258406
IRS990/PYSalariesCompEmpBnftPaidAmt02612089
IRS990/PYTotalExpensesAmt03535194
IRS990/PYTotalRevenueAmt03793600
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt048897
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02968487
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0469830
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0854181
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,614,484
Liabilities
$1,337,116
Net assets
$3,277,368
Revenue
$3,584,903
Expenses
$3,536,006
Net income
$48,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.14$4.20$3.94$3.57$3.23$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.63$3.60$3.47$3.59$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.34$3.55$3.72$3.64$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.61$1.34$3.28$3.58$3.54$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.60$1.38$2.72
Peer Organizations

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