Civic Intelligence

Marshall School

990 • Fiscal year 2018 • EIN 41-0765672

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 15, 2018

Organization ProfileWWW.MARSHALLSCHOOL.ORG

View Organization Page

1215 Rice Lake RoadDuluth, MN 55811

(218) 727-7266

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$18,525,800

Down $362,172 (-1.9%) from 2017

Net Assets

Up

$10,629,636

Up $760,708 (+7.7%) from 2017

Liabilities

Down

$7,896,164

Down $1,122,880 (-12%) from 2017

Revenue And Expenses

Revenue

Up

$10,205,301

Up $73,405 (+0.7%) from 2017

Expenses

Up

$9,605,920

Up $2,439 (+0.0%) from 2017

Net Income

Up

$599,381

Up $70,966 (+13%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$18,525,800
Liabilities$7,896,164
Net Assets$10,629,636
Open 2018 Filing

Operations Trend

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

2018

Revenue$10,205,301
Expenses$9,605,920
Net Income$599,381
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 15, 2018
Return Version
2017v2.3
Gross Receipts
$10,975,190
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
Investments in Publicly Traded Securities$5,311,278$5,660,535▲ $349,257
Land, Buildings, and Equipment, Net$5,405,730$5,174,435▼ $231,295
Savings and Temporary Cash Investments$3,750,864$2,780,423▼ $970,441
Cash and Non-Interest-Bearing Accounts$561,147$1,246,489▲ $685,342
Pledges and Grants Receivable$394,759$231,667▼ $163,092
Accounts Receivable$90,186$86,058▼ $4,128
Prepaid Expenses and Deferred Charges$52,239$69,267▲ $17,028
Investments Other Securities$29,518$30,519▲ $1,001
Other Notes and Loans Receivable, Net$42,465$29,915▼ $12,550
Inventories for Sale or Use$8,845$7,600▼ $1,245
Total Assets$18,887,972$18,525,800▼ $362,172
Other Assets Total$3,240,941$3,208,892▼ $32,049
Liabilities
Other Liabilities$3,241,956$3,233,938▼ $8,018
Tax Exempt Bond Liabilities$2,292,019$2,149,521▼ $142,498
Deferred Revenue$2,962,760$2,008,376▼ $954,384
Accounts Payable and Accrued Expenses$511,215$502,021▼ $9,194
Mortgage Notes Payable Secured by Investment Property$11,094$2,308▼ $8,786
Total Liabilities$9,019,044$7,896,164▼ $1,122,880
Net Assets / Fund Balance
Unrestricted Net Assets$4,834,013$5,197,467▲ $363,454
Permanently Rstr Net Assets$3,869,529$3,918,104▲ $48,575
Temporarily Rstr Net Assets$1,165,386$1,514,065▲ $348,679
Total Net Assets Fund Balance$9,868,928$10,629,636▲ $760,708
Total Liabilities and Net Assets / Fund Balance$18,887,972$18,525,800▼ $362,172

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,993,123$5,621,054$9,614,177
Equipment$378,027$1,843,912$2,221,939
Land$803,285-$803,285
Other Assets Org$59,976--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$5,145,613$164,575▲ $480,354$-239,915$5,550,627
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin BreenHead of SchoFT$187,358$55,194$242,552
Kevin BreenHead of School-$187,358$55,194$242,552
Elizabeth TessierDirector ofFT$103,831$10,886$114,717

Board Members and Trustees

NameTitle
Stephanie BallPresident
Anthony YungTrustee
David PollardTrustee
Deb AmbergTrustee
Doug LewisTrustee
Erin DunganTrustee
Fred ShusterichTrustee
Jacelyn GovenderTrustee
Jon AamodtTrustee
Kjell KnudsenTrustee
Lai La LundeTrustee
Marty EspeTrustee
Michelle BuriaTrustee
Nels OjardTrustee
Pascha ApterTrustee
Phil RolleTrustee
Regina SeabrookTrustee
Laura BuddSecretary
Dave GunnarsonTreasurer
Dean FoxVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,080,796
Program Service Revenue
$8,622,570
Investment Income
$394,836
Other Revenue
$107,099
All Other Contributions
$1,080,796
Change in Net Assets
$599,381

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,192,853
Revenue Not Reported on Financial Statements
$2,012,448
Revenue Not Reported on Form 990
$293,288
Other Revenue Adjustments
$1,984,287
Total Revenue per Audited Statements
$8,486,141
Total Revenue per Form 990
$10,205,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,231,238
Other Expenses$2,390,395
Grants and Similar Amounts Paid$1,984,287
Total Fundraising Expense$386,693
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,246,170$338,850$217,408$3,802,428
Grants to Domestic Individuals$1,984,287--$1,984,287
Other Employee Benefits$530,906$61,406$35,402$627,714
Depreciation Depletion$520,632--$520,632
Current Officers, Directors, Trustees, and Key Employees-$377,964-$377,964
Occupancy$321,206$46,580-$367,786
Payroll Taxes$234,296$46,257$15,620$296,173
All Other Expenses$28,928-$110,799$139,727
Pension Plan Contributions$111,952$7,543$7,464$126,959
Other Expenses$105,117$147,721-$105,117
Interest-$87,876-$87,876
Office Expenses-$72,560-$72,560
Information Technology-$66,024-$66,024
Fees for Service Investment Mgmnt Fees-$28,161-$28,161
Fees for Services Accounting-$14,763-$14,763
Fees for Services Legal-$1,397-$1,397
Total Functional Expenses$7,922,125$1,297,102$386,693$9,605,920

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,605,920
Total Expenses per Audited Statements$7,725,433
Expenses per Audited Statements$7,593,472
Expenses Not Reported on Financial Statements$2,012,448
Other Expense Adjustments$1,984,287
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$3,148,916
Deferred Compensation Payable$85,022

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----
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
2018-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Breen
Formed
1976
Legal Domicile
Mn
Voting Board Members
20
Independent Board Members
20
Employees
200
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 -1,984,287 statements 0 financial aid, netted against tuition in financial 1,984,287 statements 0”

Financial Statement Notes

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

“Financial aid, netted against tuition in financial 1,984,287 statements 0”

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

“Financial aid, netted against tuition in financial 1,984,287 statements 0”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0THE 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.
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IRS990/PrincipalOfficerNm0KEVIN BREEN
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,525,800
Liabilities
$7,896,164
Net assets
$10,629,636
Revenue
$10,205,301
Expenses
$9,605,920
Net income
$599,381
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