Civic Intelligence

The Marshall School

990 • Fiscal year 2014 • EIN 41-0765672

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 23, 2014

Organization ProfileWWW.MARSHALLSCHOOL.ORG

View Organization Page

1215 Rice Lake RoadDuluth, MN 55811

(218) 727-7266

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.40x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

73rd percentile

0.68x

Higher debt load relative to revenue than 73% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

50th percentile

2.8%

Higher net margin than 50% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

33rd percentile

$126,084

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-1.5%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$14,656,356

Up $659,318 (+4.7%) from 2013

Net Assets

Up

$8,826,899

Up $875,641 (+11%) from 2013

Liabilities

Down

$5,829,457

Down $216,323 (-3.6%) from 2013

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin50th percentile

Revenue

Down

$8,540,381

Down $126,477 (-1.5%) from 2013

Expenses

Down

$8,298,337

Down $42,935 (-0.5%) from 2013

Net Income

Down

$242,044

Down $83,542 (-26%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$30M$20M$10M$0Assets 2011: $13,100,017Liabilities 2011: $5,467,971Net Assets 2011: $7,632,0462011Assets 2012: $13,239,691Liabilities 2012: $6,028,468Net Assets 2012: $7,211,2232012Assets 2013: $13,997,038Liabilities 2013: $6,045,780Net Assets 2013: $7,951,2582013Assets 2014: $14,656,356Liabilities 2014: $5,829,457Net Assets 2014: $8,826,8992014Assets 2015: $16,148,921Liabilities 2015: $7,418,936Net Assets 2015: $8,729,9852015Assets 2016: $15,060,013Liabilities 2016: $6,390,244Net Assets 2016: $8,669,7692016Assets 2017: $18,887,972Liabilities 2017: $9,019,044Net Assets 2017: $9,868,9282017Assets 2018: $18,525,800Liabilities 2018: $7,896,164Net Assets 2018: $10,629,6362018Assets 2019: $18,305,916Liabilities 2019: $7,817,170Net Assets 2019: $10,488,7462019Assets 2020: $18,269,413Liabilities 2020: $8,157,236Net Assets 2020: $10,112,1772020Assets 2021: $19,044,183Liabilities 2021: $7,441,994Net Assets 2021: $11,602,1892021Assets 2022: $17,596,979Liabilities 2022: $7,112,213Net Assets 2022: $10,484,7662022Assets 2023: $18,191,623Liabilities 2023: $7,386,131Net Assets 2023: $10,805,4922023Assets 2024: $18,198,436Liabilities 2024: $6,591,455Net Assets 2024: $11,606,9812024Assets 2025: $21,065,745Liabilities 2025: $9,638,330Net Assets 2025: $11,427,4152025

Highlighted filing

2014

Assets$14,656,356
Liabilities$5,829,457
Net Assets$8,826,899
Open 2014 Filing

Operations Trend

Revenue Growth31st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $6,853,3182011Revenue 2012: $7,910,227Expenses 2012: $8,075,810Net Income 2012: -$165,5832012Revenue 2013: $8,666,858Expenses 2013: $8,341,272Net Income 2013: $325,5862013Revenue 2014: $8,540,381Expenses 2014: $8,298,337Net Income 2014: $242,0442014Revenue 2015: $8,870,861Expenses 2015: $8,669,221Net Income 2015: $201,6402015Revenue 2016: $9,689,028Expenses 2016: $9,314,866Net Income 2016: $374,1622016Revenue 2017: $10,131,896Expenses 2017: $9,603,481Net Income 2017: $528,4152017Revenue 2018: $10,205,301Expenses 2018: $9,605,920Net Income 2018: $599,3812018Revenue 2019: $9,673,972Expenses 2019: $9,772,069Net Income 2019: -$98,0972019Revenue 2020: $10,581,481Expenses 2020: $9,252,913Net Income 2020: $1,328,5682020Revenue 2021: $9,117,586Expenses 2021: $8,995,919Net Income 2021: $121,6672021Revenue 2022: $9,866,357Expenses 2022: $9,773,896Net Income 2022: $92,4612022Revenue 2023: $10,726,880Expenses 2023: $10,913,783Net Income 2023: -$186,9032023Revenue 2024: $11,980,837Expenses 2024: $12,011,226Net Income 2024: -$30,3892024Revenue 2025: $11,219,515Expenses 2025: $11,867,470Net Income 2025: -$647,9552025

Highlighted filing

2014

Revenue$8,540,381
Expenses$8,298,337
Net Income$242,044
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 23, 2014
Return Version
2013v3.1
Gross Receipts
$9,365,497
Mission and Program Overview

Mission

Inspiring lifelong learners to embrace challenge and create positive change

The mission of marshall school is to educate students to become global citizens who demonstrate strong academic habits, respect, compassion, integrity, self-discipline and intellectual curiosity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,313,667$5,272,572▲ $958,905
Land, Buildings, and Equipment, Net$4,461,194$4,435,275▼ $25,919
Savings and Temporary Cash Investments$1,082,269$1,271,855▲ $189,586
Accounts Receivable$155,792$211,818▲ $56,026
Prepaid Expenses and Deferred Charges$73,294$62,133▼ $11,161
Investments Other Securities$424,898$31,272▼ $393,626
Cash and Non-Interest-Bearing Accounts$1,287$9,639▲ $8,352
Inventories for Sale or Use$4,328$3,573▼ $755
Other Notes and Loans Receivable, Net$3,942$1,652▼ $2,290
Total Assets$13,997,038$14,656,356▲ $659,318
Other Assets Total$3,476,367$3,356,567▼ $119,800
Liabilities
Other Liabilities$3,505,468$3,415,109▼ $90,359
Tax Exempt Bond Liabilities$1,202,610$1,128,611▼ $73,999
Deferred Revenue$867,557$792,347▼ $75,210
Accounts Payable and Accrued Expenses$389,763$459,770▲ $70,007
Mortgage Notes Payable Secured by Investment Property$80,382$33,620▼ $46,762
Total Liabilities$6,045,780$5,829,457▼ $216,323
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,639,726$3,744,215▲ $104,489
Unrestricted Net Assets$3,567,182$3,703,206▲ $136,024
Temporarily Rstr Net Assets$744,350$1,379,478▲ $635,128
Total Net Assets Fund Balance$7,951,258$8,826,899▲ $875,641
Total Liabilities and Net Assets / Fund Balance$13,997,038$14,656,356▲ $659,318

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,119,495$4,197,819$7,317,314
Equipment$512,495$1,343,789$1,856,284
Land$803,285-$803,285
Other Assets Org$24,497--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,299,412$104,449▲ $785,257$170,073$5,019,045
2013$3,898,670$74,150▲ $531,038$204,486$4,299,372
2012$4,221,469$13,360▼ $150,629$185,530$3,898,670
2011$3,466,538$47,623▲ $879,944$172,636$4,221,469
2010$2,771,894$531,508▲ $334,721$171,585$3,466,538
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike EhrhardtPrior Head OFT$102,812$23,272$126,084
Kevin BreenHead of SchoFT$83,212$27,506$110,718
Elizabeth TessierDirector ofFT$91,321$9,532$100,853

Board Members and Trustees

NameTitle
Deb AmbergPresident
Barbara SheedyTrustee
Beth DomholdtTrustee
Dean FoxTrustee
Doug LewisTrustee
James JarockiTrustee
Jon AamodtTrustee
Kathryn NelsonTrustee
Kim ChartTrustee
Laura BuddTrustee
Marty EspeTrustee
Michelle BuriaTrustee
Muddassar AhmedTrustee
Phil RolleTrustee
Stephanie BallTrustee
Mary MorehouseSecretary
Dave GunnarsonTreasurer
Fred ShusterichVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$780,481
Program Service Revenue
$7,352,376
Investment Income
$234,634
Other Revenue
$172,890
All Other Contributions
$780,481
Change in Net Assets
$242,044

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,118,451
Revenue Not Reported on Financial Statements
$1,421,930
Revenue Not Reported on Form 990
$779,855
Other Revenue Adjustments
$1,400,428
Total Revenue per Audited Statements
$7,898,306
Total Revenue per Form 990
$8,540,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,683,810
Other Expenses$2,214,099
Grants and Similar Amounts Paid$1,400,428
Total Fundraising Expense$278,795
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,950,779$306,556$163,698$3,421,033
Grants to Domestic Individuals$1,400,428--$1,400,428
Other Employee Benefits$479,866$95,616$26,508$601,990
Depreciation Depletion$502,056--$502,056
Occupancy$382,571$38,857-$421,428
Current Officers, Directors, Trustees, and Key Employees-$296,483-$296,483
Payroll Taxes$212,068$42,256$11,715$266,039
All Other Expenses$32,351-$72,547$104,898
Pension Plan Contributions$78,330$15,608$4,327$98,265
Office Expenses-$78,522-$78,522
Other Expenses$74,520$157,435-$74,520
Information Technology-$70,524-$70,524
Interest-$63,288-$63,288
Fees for Service Investment Mgmnt Fees-$21,502-$21,502
Fees for Services Accounting-$13,995-$13,995
Insurance-$4,474-$4,474
Fees for Services Legal-$4,222-$4,222
Total Functional Expenses$6,810,204$1,209,338$278,795$8,298,337

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,298,337
Total Expenses per Audited Statements$7,022,665
Expenses per Audited Statements$6,876,407
Expenses Not Reported on Financial Statements$1,421,930
Other Expense Adjustments$1,400,428
Expenses Not Reported on Form 990$146,258
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue - Arena$3,332,070
Deferred Compensation Payable$83,039

Bond Issues

BondIssuerIssuedIssue PricePurpose
A41-18299382004-06-23$945,200BUILDING IMPROVEMENTS
C41-18299382011-08-19$400,000BUILDING IMPROVEMENT
B41-18299382009-07-16$297,710BUILDING IMPROVEMENTS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----
B----
C----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the finance committee.”

Form 990, Page 6, Part VI, Line 12C

“No trustee who directly or indirectly is involved in a potential conflict of interest shall be counted in determining the existence of quorum at any meeting of the board where the potential conflict is considered, nor shall the trustee vote on any action of the board regarding that potential conflict.”

Form 990, Page 6, Part VI, Line 15A

“Head of school salary is determined by the board of trustees based on industry standards and level of experience.”

Form 990, Page 6, Part VI, Line 19

“Available upon request at the school during normal hours of operation.”

Filing and Contact Details

Filer

EIN
41-0765672
Phone
2187277266

Signing Officer

Name
Elizabeth Tessier
Title
Director of Finance
Phone
2187277266
Signed
2014-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Breen
Formed
1976
Legal Domicile
Mn
Voting Board Members
17
Independent Board Members
17
Employees
212
Volunteers
198

Preparer

Preparer
Michael a Pederson
Phone
2187276846
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Financial aid, netted against tuition in financial -1,400,428 statements 0 financial aid, netted against tuition in financial 1,400,428 statements 0”

Form 990, Page 12, Part XII, Line 2C

“This process has not changed since the prior year.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The school follows the recognition requirements of uncertain tax positions as required by generally accepted accounting principles and has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. At june 30, 2014 and 2013 the school had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The school is no longer subject to u.s. Federal, state and local income tax examinations by tax authorities generally for tax years before 2011.”

Schedule D, Page 4, Part XI, Line 4B

“Financial aid, netted against tuition in financial 1,400,428 statements 0”

Schedule D, Page 4, Part XII, Line 4B

“Financial aid, netted against tuition in financial 1,400,428 statements 0”

Raw XML AppendixShowing 400 of 702 raw XML fields

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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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,656,356
Liabilities
$5,829,457
Net assets
$8,826,899
Revenue
$8,540,381
Expenses
$8,298,337
Net income
$242,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.1$9.64$11.4$11.2$11.9$0.65
2024Detailed filing. Detailed filing data is available for this year.$18.2$6.59$11.6$12.0$12.0$0.03
2023Detailed filing. Detailed filing data is available for this year.$18.2$7.39$10.8$10.7$10.9$0.19
2022Detailed filing. Detailed filing data is available for this year.$17.6$7.11$10.5$9.87$9.77$0.09
2021Detailed filing. Detailed filing data is available for this year.$19.0$7.44$11.6$9.12$9.00$0.12
2020Detailed filing. Detailed filing data is available for this year.$18.3$8.16$10.1$10.6$9.25$1.33
2019Detailed filing. Detailed filing data is available for this year.$18.3$7.82$10.5$9.67$9.77$0.10
2018Detailed filing. Detailed filing data is available for this year.$18.5$7.90$10.6$10.2$9.61$0.60
2017Detailed filing. Detailed filing data is available for this year.$18.9$9.02$9.87$10.1$9.60$0.53
2016Detailed filing. Detailed filing data is available for this year.$15.1$6.39$8.67$9.69$9.31$0.37
2015Detailed filing. Detailed filing data is available for this year.$16.1$7.42$8.73$8.87$8.67$0.20
2014Detailed filing. Detailed filing data is available for this year.$14.7$5.83$8.83$8.54$8.30$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$6.05$7.95$8.67$8.34$0.33
2012Summary only. Only limited summary data is available for this year.$13.2$6.03$7.21$7.91$8.08$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$5.47$7.63$6.85
Peer Organizations

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