Totals
- Total revenue
- $9,244,803
- Total expenses
- $9,784,207
- Contributions and grants received
- $456,958
- Grants paid
- $1,119,079
- Program service revenue
- $8,350,696
- Investment income
- $75,676
- Other revenue
- $361,473
- Total assets, end of year
- $15,098,363
- Total liabilities, end of year
- $7,960,237
- Net assets or fund balances, end of year
- $7,138,126
- Program services expenses (Part IX)
- $8,316,884
- Management and general expenses
- $1,142,983
- Fundraising expenses
- $324,340
- Program service expenses (Part III)
- $8,316,884
Program services were 85.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$456,958
-
1g · Noncash contributions included above
$1,864
-
2a · Program service revenue: TUITION AND PROGRAM FE
total $8,187,891 · related or exempt $8,187,891
-
2b · Program service revenue: OTHER PROGRAM REVENUES
total $162,805 · related or exempt $162,805
-
3 · Investment income
total $74,807 · excluded $74,807
-
7a · Gross sales of assets other than inventory
securities $60,445 · other assets $320
-
7b · Less cost or other basis and sales expenses
securities $59,896 · other assets $0
-
7c · Gain or loss
securities $549 · other assets $320
-
7d · Net gain or loss
total $869 · excluded $869
-
8a · Fundraising events: gross income
$281,789
-
8b · Fundraising events: direct expenses
$54,430
-
8c · Net income from fundraising events
total $227,359 · excluded $227,359
-
11a · Other revenue: MISCELLANEOUS
total $134,114 · excluded $134,114
-
11e · Other revenue, total
$134,114
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,119,079 · program services $1,119,079
-
5 · Compensation of officers, directors and key employees
total $808,870 · program services $696,222 · management and general $79,474 · fundraising $33,174
-
7 · Other salaries and wages
total $4,668,215 · program services $3,994,675 · management and general $470,363 · fundraising $203,177
-
8 · Pension plan contributions
total $198,199 · program services $180,575 · management and general $14,490 · fundraising $3,134
-
9 · Other employee benefits
total $477,747 · program services $435,266 · management and general $34,927 · fundraising $7,554
-
10 · Payroll taxes
total $366,543 · program services $323,023 · management and general $34,557 · fundraising $8,963
-
11g · Fees: other
total $256,104 · program services $144,990 · management and general $96,632 · fundraising $14,482
-
12 · Advertising and promotion
total $131,846 · program services $105,477 · fundraising $26,369
-
13 · Office expenses
total $89,642 · program services $74,441 · management and general $13,724 · fundraising $1,477
-
14 · Information technology
total $122,123 · program services $119,492 · management and general $1,878 · fundraising $753
-
16 · Occupancy
total $334,163 · program services $312,088 · management and general $19,803 · fundraising $2,272
-
17 · Travel
total $8,497 · program services $7,328 · management and general $558 · fundraising $611
-
19 · Conferences, conventions and meetings
total $40,246 · program services $32,903 · management and general $6,305 · fundraising $1,038
-
20 · Interest
total $341,235 · management and general $341,235
-
22 · Depreciation, depletion and amortization
total $408,000 · program services $398,616 · management and general $5,712 · fundraising $3,672
-
23 · Insurance
total $32,312 · program services $25,837 · management and general $6,256 · fundraising $219
-
24a · Other expenses: CLASSROOM SUPPLIES AND
total $181,624 · program services $181,624
-
24b · Other expenses: RECRUITMENT
total $44,084 · program services $22,042 · management and general $11,021 · fundraising $11,021
-
24c · Other expenses: BAD DEBT EXPENSE
total $38,987 · program services $38,987
-
24d · Other expenses: MISCELLANEOUS
total $34,133 · program services $24,997 · management and general $4,359 · fundraising $4,777
-
24e · All other expenses
total $82,558 · program services $79,222 · management and general $1,689 · fundraising $1,647
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $561,491 · end of year $249,668
-
2 · Savings and temporary cash investments
beginning of year $894,554 · end of year $757,309
-
3 · Pledges and grants receivable
beginning of year $158,640 · end of year $48,725
-
4 · Accounts receivable
beginning of year $113,151 · end of year $147,496
-
7 · Other notes and loans receivable
beginning of year $12,939 · end of year $9,814
-
9 · Prepaid expenses and deferred charges
beginning of year $199,936 · end of year $242,040
-
10a · Land, buildings and equipment: cost or other basis
$13,850,067
-
10b · Land, buildings and equipment: accumulated depreciation
$3,789,130
-
10c · Land, buildings and equipment, net
beginning of year $10,446,588 · end of year $10,060,937
-
11 · Investments: publicly traded securities
beginning of year $2,751,235 · end of year $2,846,472
-
15 · Other assets
beginning of year $372,581 · end of year $735,902
-
17 · Accounts payable and accrued expenses
beginning of year $555,806 · end of year $472,732
-
19 · Deferred revenue
beginning of year $476,623 · end of year $457,129
-
23 · Secured mortgages and notes payable
beginning of year $7,160,830 · end of year $6,946,188
-
25 · Other liabilities
beginning of year $0 · end of year $84,188
-
27 · Net assets without donor restrictions
beginning of year $6,964,251 · end of year $6,754,086
-
28 · Net assets with donor restrictions
beginning of year $353,605 · end of year $384,040
Mission and programs · 2022
Mission
AT MARBURN ACADEMY WE CELEBRATE STUDENTS WHO LEARN DIFFERENTLY, EMPOWERING THEM TO AWAKEN THEIR POTENTIAL, TO ACHIEVE SUCCESS IN SCHOOL AND LIFE, AND TO AFFECT POSITIVE CHANGE IN OUR COMMUNITIES.
Activities or mission (Part I)
PRIVATE K-12 SCHOOL SPECIALIZING IN TEACHING BRIGHT CHILDREN WITH LEARNING DIFFERENCES
-
MARBURN ACADEMY IS THE ONLY INDEPENDENT DAY SCHOOL IN CENTRAL OHIO DEVOTED TO SERVING THE EDUCATIONAL NEEDS OF STUDENTS WITH LEARNING DIFFERENCES SUCH AS DYSLEXIA, EXECUTIVE FUNCTION DIFFICULTIES AND ATTENTION ISSUES. MARBURN IS ACCREDITED BY THE INDEPENDENT SCHOOL ASSOCIATION OF THE CENTRAL STATES (ISACS) AND IS ONE OF ONLY 15 SCHOOLS IN THE NATION TO HAVE ITS LANGUAGE INSTRUCTION PROGRAM ACCREDITED BY THE ACADEMY OF ORTON-GILLINGHAM PRACTITIONERS AND EDUCATORS (AOGPE). MARBURN ACADEMY IS A GROWING PROGRAM THAT SERVES DAY STUDENTS IN GRADES 2-12 ACROSS THREE DIVISIONS, INCLUDING A SUMMER SCHOOL PROGRAM. MARBURN ALSO SEEKS TO IMPROVE THE QUALITY OF EDUCATION AVAILABLE TO PEOPLE WITH LEARNING DIFFERENCES THROUGHOUT CENTRAL OHIO AND THE STATE. IN THIS ROLE, MARBURN ACTS AS A RESOURCE FOR PARENTS, A DEMONSTRATION CENTER FOR MODEL PROGRAMS, AND A TRAINING CENTER FOR EDUCATORS, PSYCHOLOGISTS, AND OTHER PROFESSIONALS.
Expenses $8,316,884 · Grants $1,119,079 · Revenue $8,350,696
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tim MartinTIM MARTIN
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Kelly GratzKELLY GRATZ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Tim JohnsonTIM JOHNSON
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Jim PerryJIM PERRY
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Rachel AlthofRACHEL ALTHOF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Carolyn WhiteCAROLYN WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Brian CareyBRIAN CAREY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Jane Coleman-PorterJANE COLEMAN-PORTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Jessica DitullioJESSICA DITULLIO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Lisa EdwardsLISA EDWARDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Erin FioritoERIN FIORITO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Megan GarbeMEGAN GARBE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Steven GuySTEVEN GUY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Karen HeiserKAREN HEISER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Jay JadwinJAY JADWIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Lara RayLARA RAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Tom WhiteTOM WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Stephanie RoyalSTEPHANIE ROYAL
EXECUTIVE DIRECTOR
- Total calculated
- $101,190
- From this org
- $88,373
- From related orgs
- $0
- Other
- $12,817
- Hours/week
- 40
-
Erin BarrERIN BARR
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $93,684
- From this org
- $84,134
- From related orgs
- $0
- Other
- $9,550
- Hours/week
- 40
-
Eric SpiresERIC SPIRES
CHIEF FINANCIAL OFFICER (04/15/22)
- Total calculated
- $42,343
- From this org
- $37,186
- From related orgs
- $0
- Other
- $5,157
- Hours/week
- 40
-
Heather SefnerHEATHER SEFNER
CHIEF FINANCIAL OFFICER
- Total calculated
- $54,566
- From this org
- $47,237
- From related orgs
- $0
- Other
- $7,329
- Hours/week
- 40
-
Laura Schmidt BradyLAURA SCHMIDT BRADY
CHIEF HUMAN RESOURCE OFFIC
- Total calculated
- $121,491
- From this org
- $99,580
- From related orgs
- $0
- Other
- $21,911
- Hours/week
- 40
-
Jennifer Martin-GledhillJENNIFER MARTIN-GLEDHILL
ASSOCIATE HEAD OF SCHOOL
- Total calculated
- $124,762
- From this org
- $119,335
- From related orgs
- $0
- Other
- $5,427
- Hours/week
- 40
-
Eldrich CarrELDRICH CARR
HEAD OF SCHOOL
- Total calculated
- $270,834
- From this org
- $259,729
- From related orgs
- $0
- Other
- $11,105
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $259,729
- Bonus
- $0
- Other
- $0
- Deferred
- $7,855
- Nontaxable benefits
- $3,250
- Filer's total
- $270,834
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441359349307534
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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