Civic Intelligence

Marathon Education Partners Inc

990 • Fiscal year 2017 • EIN 74-3062657

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 19, 2018

Organization Profilewww.marathoneducationpartners.org
610 SW Alder Street 921Portland, OR 97205

(503) 235-2500

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.04x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$69,190

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

44th percentile

1.4%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,184,095

Up $16,210 (+1.4%) from 2016

Net Assets

Up

$1,173,264

Up $12,578 (+1.1%) from 2016

Liabilities

Up

$10,831

Up $3,632 (+50%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin10th percentile

Revenue

Up

$244,713

Up $61,956 (+34%) from 2016

Expenses

Up

$320,226

Up $30,334 (+10%) from 2016

Net Income

Up

-$75,513

Up $31,622 (+30%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $957,522Liabilities 2010: $0Net Assets 2010: $957,5222010Assets 2011: $1,085,493Liabilities 2011: $263Net Assets 2011: $1,085,2302011Assets 2012: $1,254,483Liabilities 2012: $64Net Assets 2012: $1,254,4192012Assets 2013: $1,317,263Liabilities 2013: $5,385Net Assets 2013: $1,311,8782013Assets 2014: $1,344,273Liabilities 2014: $1,303Net Assets 2014: $1,342,9702014Assets 2015: $1,249,477Liabilities 2015: $6,131Net Assets 2015: $1,243,3462015Assets 2016: $1,167,885Liabilities 2016: $7,199Net Assets 2016: $1,160,6862016Assets 2017: $1,184,095Liabilities 2017: $10,831Net Assets 2017: $1,173,2642017Assets 2018: $1,005,048Liabilities 2018: $1,553Net Assets 2018: $1,003,4952018

Highlighted filing

2017

Assets$1,184,095
Liabilities$10,831
Net Assets$1,173,264
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$400K$200K$0-$200KExpenses 2010: $81,6572010Expenses 2011: $123,1592011Expenses 2012: $162,3582012Revenue 2013: $220,482Expenses 2013: $188,383Net Income 2013: $32,0992013Revenue 2014: $227,851Expenses 2014: $227,761Net Income 2014: $902014Revenue 2015: $147,531Expenses 2015: $244,129Net Income 2015: -$96,5982015Revenue 2016: $182,757Expenses 2016: $289,892Net Income 2016: -$107,1352016Revenue 2017: $244,713Expenses 2017: $320,226Net Income 2017: -$75,5132017Revenue 2018: $236,593Expenses 2018: $389,323Net Income 2018: -$152,7302018

Highlighted filing

2017

Revenue$244,713
Expenses$320,226
Net Income-$75,513
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 19, 2018
Return Version
2017v2.2
Gross Receipts
$271,244
Mission and Program Overview

Mission

Marathon education partners believes that higher education is life-changing and should be accessible to all those who aspire. We believe that personal, long-term relationships have the ability to transform the lives of both our scholars and our partners.

To provide mentoring, enrichment programs and a higher education scholarship opportunity to low-income students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$756,800$843,865▲ $87,065
Accounts Receivable$306,362$283,626▼ $22,736
Cash and Non-Interest-Bearing Accounts$61,877$33,458▼ $28,419
Savings and Temporary Cash Investments$39,575$20,296▼ $19,279
Prepaid Expenses and Deferred Charges$2,700$2,700→ $0
Land, Buildings, and Equipment, Net$470$150▼ $320
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,167,885$1,184,095▲ $16,210
Other Assets Total$101$0▼ $101
Liabilities
Accounts Payable and Accrued Expenses$7,199$10,831▲ $3,632
Total Liabilities$7,199$10,831▲ $3,632
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,063,162$847,233▼ $215,929
Unrestricted Net Assets$97,524$326,031▲ $228,507
Total Net Assets Fund Balance$1,160,686$1,173,264▲ $12,578
Total Liabilities and Net Assets / Fund Balance$1,167,885$1,184,095▲ $16,210

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$150$1,446$1,596
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen WasserbergerExecutive DirectorFT$64,240$4,950$69,190

Board Members and Trustees

NameTitle
David CheneyChair
Andrea AngellTrustee
Dan BrutonTrustee
Deniz Tasdemir-congerTrustee
Gloria ZabelTrustee
John HrenTrustee
Juan JassoTrustee
Ka MouaTrustee
Luke ArehartTrustee
Mark SchlesingerTrustee
NI'COLE SIMSTrustee
Sarah WilliamsTrustee
Susan HayesTrustee
Claire BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$207,674
Program Service Revenue
$0
Investment Income
$231
Other Revenue
$36,808
All Other Contributions
$207,674
Change in Net Assets
$-75,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$180,218
Other Expenses$82,813
Grants and Similar Amounts Paid$57,195
Total Fundraising Expense$53,366
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$80,186$1,334$8,865$90,385
Current Officers, Directors, Trustees, and Key Employees$31,620$13,648$18,972$64,240
Grants to Domestic Individuals$57,195--$57,195
Office Expenses$426$8,073$6,393$14,892
Payroll Taxes$8,563$1,905$3,293$13,761
Occupancy$5,083$2,879$5,400$13,362
Fees for Services Other-$11,934$750$12,684
Other Employee Benefits$2,968$8,864-$11,832
Travel$970$6,199$980$8,149
Advertising$252-$4,771$5,023
Insurance-$3,431-$3,431
Other Expenses$96$165$515$776
All Other Expenses$229$349$190$768
Depreciation Depletion$320--$320
Total Functional Expenses$207,891$58,969$53,366$320,226
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,339
Fundraising Direct Expenses$26,531
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$63,339$63,339$15,590$47,749
Total Events$63,339$63,339$26,531$36,808
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“A draft of the form 990 was reviewed by the board prior to submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board reviews potential conflict of interest issues annually with a conflict of interest certification from board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Salary review was conducted by the board. Affected individuals recused themselves and a motion for compensation was offered.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Reasonable requests for financial statements and governing documents are furnished upon request at the offices of marathon education partners, inc.”

Filing and Contact Details

Filer

Filer Name
Marathon Education Partners Inc
EIN
74-3062657
Phone
5032352500
Address
610 SW Alder Street 921, Portland, OR 97205

Signing Officer

Name
David Cheney
Title
Chairman
Signed
2018-09-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Cheney
Formed
2002
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
107

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Kris Oliveira CPA
Phone
5032223338
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0271244
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03431
IRS990/InsuranceGrp/TotalAmt03431
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0231
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0231
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0756800
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0843865
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01446
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0470
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0150
IRS990/LandBldgEquipCostOrOtherBssAmt01596
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MARATHON EDUCATION PARTNERS BELIEVES THAT HIGHER EDUCATION IS LIFE-CHANGING AND SHOULD BE ACCESSIBLE TO ALL THOSE WHO ASPIRE. WE BELIEVE THAT PERSONAL, LONG-TERM RELATIONSHIPS HAVE THE ABILITY TO TRANSFORM THE LIVES OF BOTH OUR SCHOLARS AND OUR PARTNERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01160686
IRS990/NetAssetsOrFundBalancesEOYAmt01173264
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt036808
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt036808
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt088091
IRS990/NoncashContributionsAmt0135
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05400
IRS990/OccupancyGrp/ManagementAndGeneralAmt02879
IRS990/OccupancyGrp/ProgramServicesAmt05083
IRS990/OccupancyGrp/TotalAmt013362
IRS990/OfficeExpensesGrp/FundraisingAmt06393
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08073
IRS990/OfficeExpensesGrp/ProgramServicesAmt0426
IRS990/OfficeExpensesGrp/TotalAmt014892
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0101
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08864
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02968
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011832
IRS990/OtherExpensesGrp/Desc0PARTNER/SCHOLAR EVENTS
IRS990/OtherExpensesGrp/Desc1PROGRAM ACTIVITIES
IRS990/OtherExpensesGrp/Desc2FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt03237
IRS990/OtherExpensesGrp/FundraisingAmt1515
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1165
IRS990/OtherExpensesGrp/ProgramServicesAmt013898
IRS990/OtherExpensesGrp/ProgramServicesAmt16085
IRS990/OtherExpensesGrp/ProgramServicesAmt296
IRS990/OtherExpensesGrp/TotalAmt013898
IRS990/OtherExpensesGrp/TotalAmt16273
IRS990/OtherExpensesGrp/TotalAmt23237
IRS990/OtherExpensesGrp/TotalAmt3776
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08865
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01334
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt080186
IRS990/OtherSalariesAndWagesGrp/TotalAmt090385
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03293
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01905
IRS990/PayrollTaxesGrp/ProgramServicesAmt08563
IRS990/PayrollTaxesGrp/TotalAmt013761
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02700
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02700
IRS990/PrincipalOfficerNm0DAVID CHENEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ENRICHMENT ACTIVITIES: MARATHON EDUCATION PARTNERS ORGANIZED SEVERAL EVENTS FOR SCHOLARS DESIGNED TO INCREASE AWARENESS ABOUT HIGHER EDUCATION OPPORTUNITIES AND TO PREPARE FOR COLLEGE EXPERIENCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013898
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0143987
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt065635
IRS990/PYInvestmentIncomeAmt06987
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt068257
IRS990/PYOtherRevenueAmt030583
IRS990/PYProgramServiceRevenueAmt01200
IRS990/PYRevenuesLessExpensesAmt0-107135
IRS990/PYSalariesCompEmpBnftPaidAmt0156000
IRS990/PYTotalExpensesAmt0289892
IRS990/PYTotalRevenueAmt0182757
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-75513
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt039575
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0207674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0127227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0120331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0197107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0216411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0868750
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03687
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014882
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt028766
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0124259
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69660
IRS990ScheduleA/PublicSupportPY170Pct00.79710
IRS990ScheduleA/PublicSupportTotal170Amt0625182
IRS990ScheduleA/SubstantialContributorsTotAmt0243568
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0207674

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,184,095
Liabilities
$10,831
Net assets
$1,173,264
Revenue
$244,713
Expenses
$320,226
Net income
-$75,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.00$0.24$0.39$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.24$0.32$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.18$0.29$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$0.15$0.24$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.23$0.23$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.31$0.22$0.19$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.08