Civic Intelligence

Marshall Public Education Foundation Inc.

990 • Fiscal year 2020 • EIN 43-1656833

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileN/A
860 W VestMarshall, MO 65340

(660) 886-9621

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

38th percentile

1.8%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,168,500

Up $20,619 (+1.8%) from 2019

Net Assets

Up

$1,168,500

Up $20,619 (+1.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin84th percentile

Revenue

Down

$58,028

Down $14,746 (-20%) from 2019

Expenses

Down

$37,409

Down $6,069 (-14%) from 2019

Net Income

Down

$20,619

Down $8,677 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $698,675Liabilities 2013: $0Net Assets 2013: $698,6752013Assets 2014: $811,795Liabilities 2014: $0Net Assets 2014: $811,7952014Assets 2015: $963,592Liabilities 2015: $0Net Assets 2015: $963,5922015Assets 2016: $993,682Liabilities 2016: $0Net Assets 2016: $993,6822016Assets 2017: $1,092,128Liabilities 2017: $0Net Assets 2017: $1,092,1282017Assets 2018: $1,118,585Liabilities 2018: $0Net Assets 2018: $1,118,5852018Assets 2019: $1,147,881Liabilities 2019: $0Net Assets 2019: $1,147,8812019Assets 2020: $1,168,500Liabilities 2020: $0Net Assets 2020: $1,168,5002020Assets 2021: $1,232,378Liabilities 2021: $0Net Assets 2021: $1,232,3782021Assets 2022: $1,292,692Liabilities 2022: $0Net Assets 2022: $1,292,6922022Assets 2023: $283,874Liabilities 2023: $0Net Assets 2023: $283,8742023Assets 2024: $299,760Liabilities 2024: $0Net Assets 2024: $299,7602024Assets 2025: $300,697Liabilities 2025: $0Net Assets 2025: $300,6972025

Highlighted filing

2020

Assets$1,168,500
Liabilities$0
Net Assets$1,168,500
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2013: $513,409Expenses 2013: $16,505Net Income 2013: $496,9042013Revenue 2014: $142,579Expenses 2014: $29,459Net Income 2014: $113,1202014Revenue 2015: $204,561Expenses 2015: $52,764Net Income 2015: $151,7972015Revenue 2016: $73,618Expenses 2016: $43,528Net Income 2016: $30,0902016Revenue 2017: $143,361Expenses 2017: $44,915Net Income 2017: $98,4462017Revenue 2018: $74,227Expenses 2018: $47,770Net Income 2018: $26,4572018Revenue 2019: $72,774Expenses 2019: $43,478Net Income 2019: $29,2962019Revenue 2020: $58,028Expenses 2020: $37,409Net Income 2020: $20,6192020Revenue 2021: $127,899Expenses 2021: $43,305Net Income 2021: $84,5942021Revenue 2022: $104,802Expenses 2022: $44,488Net Income 2022: $60,3142022Revenue 2023: $116,325Expenses 2023: $1,125,143Net Income 2023: -$1,008,8182023Revenue 2024: $53,019Expenses 2024: $37,133Net Income 2024: $15,8862024Revenue 2025: $50,239Expenses 2025: $49,302Net Income 2025: $9372025

Highlighted filing

2020

Revenue$58,028
Expenses$37,409
Net Income$20,619
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$109,978
Mission and Program Overview

Mission

To promote and enhance academic programs offered by the marshall public school district through monetary support of academic programs and scholarships for students in the district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$1,013,407$977,202▼ $36,205
Savings and Temporary Cash Investments$99,264$169,925▲ $70,661
Cash and Non-Interest-Bearing Accounts$35,210$21,373▼ $13,837
Total Assets$1,147,881$1,168,500▲ $20,619
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,153,585$1,164,828▲ $11,243
Net Assets Without Donor Restrictions$-5,704$3,672▲ $9,376
Total Net Assets Fund Balance$1,147,881$1,168,500▲ $20,619
Total Liabilities and Net Assets / Fund Balance$1,147,881$1,168,500▲ $20,619

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$977,202--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,153,585$13,797▲ $39,609-$1,172,172
2019$1,099,848$16,635▲ $52,023-$1,153,585
2018$1,067,620$11,092▲ $59,564-$1,099,848
2017$963,411$104,922▲ $33,718-$1,067,620
2016$926,496$47,679▲ $22,525-$963,411
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
James Lewis IvPresident
Bruce BrockDirector
Jane HuffDirector
Mary Lou PorterDirector
Morris ShiklesDirector
Sarah HaugDirector
Anita WrightSecretary
Scott HartwigTreasurer
Bedford KnipschildVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$17,569
Program Service Revenue
$0
Investment Income
$40,459
Other Revenue
$0
All Other Contributions
$17,569
Change in Net Assets
$20,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,468
Other Expenses$4,941
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,600--$31,600
Fees for Services Accounting$2,272$718-$2,990
Insurance-$888-$888
Grants to Domestic Orgs$868--$868
Office Expenses-$600-$600
Other Expenses$463--$463
Total Functional Expenses$35,203$2,206$0$37,409
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“A copy of the 990 tax return is given to the officers for review. They review the tax return in detail before the return is filed with the internal revenue service or contact the return preparer with any questions or concerns.”

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

“The organization does not currently have a written conflicts of interest policy. It has always been the practice of the board to withdraw from scholarship selection if they have a child or relative applying. The board is in the process of adopting a written policy.”

Form 990, Page 6, Part VI, Line 19

“The organization will make its form 1023 and form 990 available upon request. Such request should be made to the organizations treasurer.”

Filing and Contact Details

Filer

Filer Name
Marshall Public Education Foundatio
EIN
43-1656833
Phone
6608869621
Address
860 W VEST, MARSHALL, MO 65340

Signing Officer

Name
Scott Hartwig
Title
Treasurer
Phone
6608869621
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Lewis Iv
Formed
1993
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Wilson Toellner CPA
Address
2700 MATTHEW DR, SEDALIA, MO 65301
Preparer
Lindsay Kelly CPA
Phone
6608274990
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XIII

“The organization is relying on the prior year calculations to pass the public support test in the current year. Our organization will strive to meet the public support test in future years.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL MAKE ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. SUCH REQUEST SHOULD BE MADE TO THE ORGANIZATIONS TREASURER.
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,168,500
Liabilities
$0
Net assets
$1,168,500
Revenue
$58,028
Expenses
$37,409
Net income
$20,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.05$0.05$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.05$0.04$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.12$1.13$1.01
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10$0.04$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.13$0.04$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.14$0.04$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.20$0.05$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.14$0.03$0.11
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.51$0.02$0.50