Civic Intelligence

Marshall School

990 • Fiscal year 2017 • EIN 41-0765672

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 30, 2017

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

71st percentile

0.48x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.89x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

58th percentile

5.2%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

87th percentile

25%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

4.6%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$18,887,972

Up $3,827,959 (+25%) from 2016

Net Assets

Up

$9,868,928

Up $1,199,159 (+14%) from 2016

Liabilities

Up

$9,019,044

Up $2,628,800 (+41%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin58th percentile

Revenue

Up

$10,131,896

Up $442,868 (+4.6%) from 2016

Expenses

Up

$9,603,481

Up $288,615 (+3.1%) from 2016

Net Income

Up

$528,415

Up $154,253 (+41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2017

Assets$18,887,972
Liabilities$9,019,044
Net Assets$9,868,928
Open 2017 Filing

Operations Trend

Revenue Growth50th 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

2017

Revenue$10,131,896
Expenses$9,603,481
Net Income$528,415
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 30, 2017
Return Version
2016v3.0
Gross Receipts
$10,960,966
Mission and Program Overview

Mission

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
Land, Buildings, and Equipment, Net$4,943,096$5,405,730▲ $462,634
Investments in Publicly Traded Securities$4,645,998$5,311,278▲ $665,280
Savings and Temporary Cash Investments$1,699,142$3,750,864▲ $2,051,722
Cash and Non-Interest-Bearing Accounts$229,181$561,147▲ $331,966
Pledges and Grants Receivable$186,655$394,759▲ $208,104
Accounts Receivable$109,958$90,186▼ $19,772
Prepaid Expenses and Deferred Charges$64,478$52,239▼ $12,239
Other Notes and Loans Receivable, Net-$42,465-
Investments Other Securities$27,320$29,518▲ $2,198
Inventories for Sale or Use$8,752$8,845▲ $93
Total Assets$15,060,013$18,887,972▲ $3,827,959
Other Assets Total$3,145,433$3,240,941▲ $95,508
Liabilities
Other Liabilities$3,121,922$3,241,956▲ $120,034
Deferred Revenue$1,269,532$2,962,760▲ $1,693,228
Tax Exempt Bond Liabilities$1,215,780$2,292,019▲ $1,076,239
Accounts Payable and Accrued Expenses$763,803$511,215▼ $252,588
Mortgage Notes Payable Secured by Investment Property$19,207$11,094▼ $8,113
Total Liabilities$6,390,244$9,019,044▲ $2,628,800
Net Assets / Fund Balance
Unrestricted Net Assets$3,999,484$4,834,013▲ $834,529
Permanently Rstr Net Assets$3,868,319$3,869,529▲ $1,210
Temporarily Rstr Net Assets$801,966$1,165,386▲ $363,420
Total Net Assets Fund Balance$8,669,769$9,868,928▲ $1,199,159
Total Liabilities and Net Assets / Fund Balance$15,060,013$18,887,972▲ $3,827,959

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,172,438$5,230,294$9,402,732
Equipment$430,007$1,757,886$2,187,893
Land$803,285-$803,285
Other Assets Org$64,228--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,486,226$198,230▲ $676,194$-244,017$5,116,633
2016$4,851,817$43,120▼ $167,331$-241,380$4,486,226
2015$5,024,045$53,984▼ $890$225,322$4,851,817
2014$4,299,412$109,449▲ $785,257$170,073$5,024,045
2013$3,898,670$74,150▲ $531,038$204,486$4,299,372
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin BreenHead of SchoFT$183,259$53,801$237,060
Kevin BreenHead of School-$183,259$53,801$237,060
Elizabeth TessierDirector ofFT$101,323$10,604$111,927

Board Members and Trustees

NameTitle
Stephanie BallPresident
Anthony YungTrustee
David PollardTrustee
Deb AmbergTrustee
Doug LewisTrustee
Fred ShusterichTrustee
Jon AamodtTrustee
Kjell KnudsenTrustee
Laura BuddTrustee
Marty EspeTrustee
Michelle BuriaTrustee
Nels OjardTrustee
Pascha ApterTrustee
Phil RolleTrustee
Mary MorehouseSecretary
Dave GunnarsonTreasurer
Dean FoxVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,314,687
Program Service Revenue
$8,632,054
Investment Income
$70,976
Other Revenue
$114,179
All Other Contributions
$1,314,687
Change in Net Assets
$528,415

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,143,355
Revenue Not Reported on Financial Statements
$1,988,541
Revenue Not Reported on Form 990
$802,705
Other Revenue Adjustments
$1,962,586
Total Revenue per Audited Statements
$8,946,060
Total Revenue per Form 990
$10,131,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,157,506
Other Expenses$2,483,389
Grants and Similar Amounts Paid$1,962,586
Total Fundraising Expense$396,390
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,225,534$325,524$209,996$3,761,054
Grants to Domestic Individuals$1,962,586--$1,962,586
Other Employee Benefits$517,530$65,519$33,537$616,586
Depreciation Depletion$535,779--$535,779
Current Officers, Directors, Trustees, and Key Employees-$369,387-$369,387
Occupancy$323,871$45,331-$369,202
Payroll Taxes$232,166$45,172$15,045$292,383
All Other Expenses$26,752-$131,003$157,755
Pension Plan Contributions$105,072$6,215$6,809$118,096
Other Expenses$110,500$173,220-$110,500
Interest-$83,994-$83,994
Information Technology-$81,325-$81,325
Office Expenses-$68,015-$68,015
Fees for Service Investment Mgmnt Fees-$25,955-$25,955
Fees for Services Accounting-$15,460-$15,460
Fees for Services Legal-$12,581-$12,581
Fees for Services Other-$1,012-$1,012
Total Functional Expenses$7,888,381$1,318,710$396,390$9,603,481

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,603,481
Total Expenses per Audited Statements$7,746,901
Expenses per Audited Statements$7,614,940
Expenses Not Reported on Financial Statements$1,988,541
Other Expense Adjustments$1,962,586
Expenses Not Reported on Form 990$131,961
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$3,176,713
Deferred Compensation Payable$65,243

Bond Issues

BondIssuerIssuedIssue PricePurpose
DHousing and Redevelopment Authority2016-04-06$1,450,000BUILDING IMPROVEMENTS
AHermantown Economic Development Aut2004-06-23$945,200BUILDING IMPROVEMENTS
CHermantown Economic Development Aut2011-08-19$400,000BUILDING IMPROVEMENT
BHermantown Economic Development Aut2009-07-16$297,710BUILDING IMPROVEMENTS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$1,205,709---
B----
C----
D----

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
Corrective action procedures
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

Filer Name
The Marshall School
EIN
41-0765672
Phone
2187277266
Address
1215 RICE LAKE ROAD, DULUTH, MN 55811

Signing Officer

Name
Elizabeth Tessier
Title
Director of Finance
Phone
2187277266
Signed
2017-11-30
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
213
Volunteers
250

Preparer

Firm
Esterbrooks Scott Signorelli Etal Ltd
Address
302 W SUPERIOR ST STE200, DULUTH, MN 55802
Preparer
Michael a Pederson
Phone
2187276846
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Financial aid, netted against tuition in financial -1,962,586 statements 0 financial aid, netted against tuition in financial 1,962,586 statements 0”

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, 2017 and 2016 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 2014.”

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

“Financial aid, netted against tuition in financial 1,962,586 statements 0”

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

“Financial aid, netted against tuition in financial 1,962,586 statements 0”

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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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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,887,972
Liabilities
$9,019,044
Net assets
$9,868,928
Revenue
$10,131,896
Expenses
$9,603,481
Net income
$528,415
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