Civic Intelligence

The Marshall School

990 • Fiscal year 2022 • EIN 41-0765672

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

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

0.40x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.72x

Higher debt load relative to revenue than 75% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

35th percentile

0.9%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

34th percentile

$135,565

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

25th percentile

-7.6%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

8.2%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$17,596,979

Down $1,447,204 (-7.6%) from 2021

Net Assets

Down

$10,484,766

Down $1,117,423 (-9.6%) from 2021

Liabilities

Down

$7,112,213

Down $329,781 (-4.4%) from 2021

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin35th percentile

Revenue

Up

$9,866,357

Up $748,771 (+8.2%) from 2021

Expenses

Up

$9,773,896

Up $777,977 (+8.6%) from 2021

Net Income

Down

$92,461

Down $29,206 (-24%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2022

Assets$17,596,979
Liabilities$7,112,213
Net Assets$10,484,766
Open 2022 Filing

Operations Trend

Revenue Growth57th 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

2022

Revenue$9,866,357
Expenses$9,773,896
Net Income$92,461
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$10,921,269
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$7,654,373$6,700,532▼ $953,841
Land, Buildings, and Equipment, Net$5,611,347$5,615,443▲ $4,096
Savings and Temporary Cash Investments$2,482,152$1,849,441▼ $632,711
Pledges and Grants Receivable$78,250$221,327▲ $143,077
Cash and Non-Interest-Bearing Accounts$130,131$154,561▲ $24,430
Accounts Receivable$70,772$111,758▲ $40,986
Prepaid Expenses and Deferred Charges$90,622$85,712▼ $4,910
Other Notes and Loans Receivable, Net$26,127$40,442▲ $14,315
Investments Other Securities$37,311$30,829▼ $6,482
Inventories for Sale or Use$3,183$3,654▲ $471
Total Assets$19,044,183$17,596,979▼ $1,447,204
Other Assets Total$2,859,915$2,783,280▼ $76,635
Liabilities
Other Liabilities$2,976,229$2,725,447▼ $250,782
Tax Exempt Bond Liabilities$2,147,352$1,956,123▼ $191,229
Deferred Revenue$1,655,747$1,848,972▲ $193,225
Accounts Payable and Accrued Expenses$662,666$581,671▼ $80,995
Total Liabilities$7,441,994$7,112,213▼ $329,781
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,580,155$5,654,088▼ $926,067
Net Assets Without Donor Restrictions$5,022,034$4,830,678▼ $191,356
Total Net Assets Fund Balance$11,602,189$10,484,766▼ $1,117,423
Total Liabilities and Net Assets / Fund Balance$19,044,183$17,596,979▼ $1,447,204

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,389,712$7,324,321$11,714,033
Equipment$422,446$2,044,015$2,466,461
Land$803,285-$803,285
Other Assets Org$57,833--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$7,284,389-▼ $753,526$-302,956$6,227,907
2021$5,568,746$315,563▲ $1,677,369$-277,289$7,284,389
2020$5,660,115$25,066▲ $152,861$-269,296$5,568,746
2019$5,550,627$73,152▲ $293,045$-249,209$5,660,115
2018$5,145,613$164,575▲ $480,354$-239,915$5,550,627
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James SteckartHead of SchoFT$102,550$33,015$135,565
Melissa HeroldCFOFT$83,974$11,261$95,235

Board Members and Trustees

NameTitle
Dave GunnarsonPresident
Andrea SchokkerTrustee
Erin DunganTrustee
Joe FifieldTrustee
KRISTINA D'ALLAIRDTrustee
Laura MullenTrustee
Patrick JohnsTrustee
Regina SeabrookTrustee
Stephanie BallTrustee
Julie PierceSecretary
David PollardTreasurer
Nels OjardVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,132,871
Program Service Revenue
$8,229,336
Investment Income
$457,361
Other Revenue
$46,789
All Other Contributions
$803,772
Change in Net Assets
$92,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,561,780
Revenue Not Reported on Financial Statements
$2,304,577
Revenue Not Reported on Form 990
$-1,064,362
Other Revenue Adjustments
$2,284,134
Total Revenue per Audited Statements
$6,497,418
Total Revenue per Form 990
$9,866,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,078,901
Other Expenses$2,410,861
Grants and Similar Amounts Paid$2,284,134
Total Fundraising Expense$397,629
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,113,288$268,561$225,971$3,607,820
Grants to Domestic Individuals$2,284,134--$2,284,134
Other Employee Benefits$545,801$72,718$39,616$658,135
Depreciation Depletion$569,318--$569,318
Occupancy$365,147$59,568-$424,715
Current Officers, Directors, Trustees, and Key Employees-$370,661-$370,661
Payroll Taxes$234,528$45,034$17,023$296,585
Pension Plan Contributions$122,589$14,213$8,898$145,700
Information Technology-$142,493-$142,493
Other Expenses$328,285$132,357$106,121$106,121
All Other Expenses$98,078--$98,078
Interest-$62,425-$62,425
Office Expenses-$51,368-$51,368
Fees for Services Accounting-$25,285-$25,285
Fees for Service Investment Mgmnt Fees-$20,443-$20,443
Fees for Services Legal-$7,756-$7,756
Travel-$3,243-$3,243
Total Functional Expenses$8,100,142$1,276,125$397,629$9,773,896

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,773,896
Total Expenses per Audited Statements$7,614,841
Expenses per Audited Statements$7,469,319
Expenses Not Reported on Financial Statements$2,304,577
Other Expense Adjustments$2,284,134
Expenses Not Reported on Form 990$145,522
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$2,725,447

Bond Issues

BondIssuerIssuedIssue PricePurpose
CHousing and Redevelopment Authority2016-04-06$1,450,000BUILDING IMPROVEMENTS
DHousing and Redevelopment Authority2019-10-17$485,000BUILDING IMPROVEMENTS
BHermantown Economic Development Aut2011-08-19$400,000BUILDING IMPROVEMENT
AHermantown 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 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, 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
Melissa Herold
Title
CFO
Phone
2187277266
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Steckart
Formed
1976
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
152

Preparer

Firm
Esterbrooks Cpas 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 -2,284,134 statements 0 financial aid, netted against tuition in financial 2,284,134 statements 0”

Financial Statement Notes

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

“Financial aid, netted against tuition in financial 2,284,134 statements 0”

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

“Financial aid, netted against tuition in financial 2,284,134 statements 0”

Raw XML AppendixShowing 400 of 723 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

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,596,979
Liabilities
$7,112,213
Net assets
$10,484,766
Revenue
$9,866,357
Expenses
$9,773,896
Net income
$92,461
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