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Nonprofiteer
← MARSHALL SCHOOL

Form 990 for tax year 2023

Filed by MARSHALL SCHOOL.

Totals

Total revenue
$11,980,837
Total expenses
$12,011,226
Contributions and grants received
$967,243
Grants paid
$2,926,018
Program service revenue
$10,534,883
Investment income
$267,585
Other revenue
$211,126
Total assets, end of year
$18,198,436
Total liabilities, end of year
$6,591,455
Net assets or fund balances, end of year
$11,606,981
Program services expenses (Part IX)
$10,071,276
Management and general expenses
$1,690,586
Fundraising expenses
$249,364
Program service expenses (Part III)
$10,071,276

Program services were 83.8% 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.

  • 1c · Fundraising events

    $16,940

  • 1f · All other contributions, gifts and grants

    $950,303

  • 2a · Program service revenue: TUITION AND FEES

    total $9,952,698 · related or exempt $9,952,698

  • 2b · Program service revenue: AUXILIARY INCOME

    total $582,185 · related or exempt $582,185

  • 3 · Investment income

    total $176,696 · excluded $176,696

  • 6a · Gross rents

    real property $33,955

  • 6c · Rental income or loss

    real property $33,955

  • 6d · Net rental income or loss

    total $33,955 · excluded $33,955

  • 7a · Gross sales of assets other than inventory

    securities $1,726,556 · other assets $68,483

  • 7b · Less cost or other basis and sales expenses

    securities $1,701,958 · other assets $2,192

  • 7c · Gain or loss

    securities $24,598 · other assets $66,291

  • 7d · Net gain or loss

    total $90,889 · excluded $90,889

  • 8a · Fundraising events: gross income

    $81,460

  • 8a · Fundraising events: contributions included on line 1c

    $16,940

  • 8b · Fundraising events: direct expenses

    $22,437

  • 8c · Net income from fundraising events

    total $59,023 · excluded $59,023

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $118,148 · related or exempt $118,148

  • 11e · Other revenue, total

    $118,148

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,926,018 · program services $2,926,018

  • 5 · Compensation of officers, directors and key employees

    total $351,842 · management and general $351,842

  • 7 · Other salaries and wages

    total $4,405,784 · program services $3,776,982 · management and general $483,079 · fundraising $145,723

  • 8 · Pension plan contributions

    total $131,836 · program services $118,585 · management and general $8,676 · fundraising $4,575

  • 9 · Other employee benefits

    total $750,205 · program services $606,580 · management and general $120,222 · fundraising $23,403

  • 10 · Payroll taxes

    total $335,919 · program services $268,375 · management and general $57,426 · fundraising $10,118

  • 11b · Fees: legal

    total $13,661 · management and general $13,661

  • 11c · Fees: accounting

    total $28,333 · management and general $28,333

  • 11f · Fees: investment management

    total $18,908 · management and general $18,908

  • 11g · Fees: other

    total $142,827 · management and general $142,827

  • 13 · Office expenses

    total $187,087 · management and general $187,087

  • 14 · Information technology

    total $108,829 · management and general $108,829

  • 16 · Occupancy

    total $343,856 · program services $343,856

  • 20 · Interest

    total $49,693 · management and general $49,693

  • 22 · Depreciation, depletion and amortization

    total $591,371 · program services $536,876 · management and general $54,495

  • 23 · Insurance

    total $65,508 · management and general $65,508

  • 24a · Other expenses: INTERNATIONAL PROGRAM

    total $458,039 · program services $458,039

  • 24b · Other expenses: TRANSPORTATION

    total $326,511 · program services $326,511

  • 24c · Other expenses: DEPARTMENT & STUDENT ACT.

    total $242,855 · program services $242,855

  • 24d · Other expenses: AUXILIARY SERVICES

    total $205,594 · program services $205,594

  • 24e · All other expenses

    total $326,550 · program services $261,005 · fundraising $65,545

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$73,912 · end of year -$81,260

  • 2 · Savings and temporary cash investments

    beginning of year $2,346,100 · end of year $1,985,359

  • 3 · Pledges and grants receivable

    beginning of year $37,750 · end of year $13,750

  • 4 · Accounts receivable

    beginning of year $233,307 · end of year $266,611

  • 7 · Other notes and loans receivable

    beginning of year $34,491

  • 8 · Inventories for sale or use

    beginning of year $5,305 · end of year $7,316

  • 9 · Prepaid expenses and deferred charges

    beginning of year $154,186 · end of year $121,845

  • 10a · Land, buildings and equipment: cost or other basis

    $15,965,708

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,495,840

  • 10c · Land, buildings and equipment, net

    beginning of year $5,595,792 · end of year $5,469,868

  • 11 · Investments: publicly traded securities

    beginning of year $7,154,522 · end of year $7,850,127

  • 12 · Investments: other securities

    beginning of year $32,068 · end of year $35,320

  • 15 · Other assets

    beginning of year $2,672,014 · end of year $2,529,500

  • 17 · Accounts payable and accrued expenses

    beginning of year $862,542 · end of year $663,409

  • 19 · Deferred revenue

    beginning of year $2,145,037 · end of year $1,844,383

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,759,243 · end of year $1,602,510

  • 25 · Other liabilities

    beginning of year $2,619,309 · end of year $2,481,153

  • 27 · Net assets without donor restrictions

    beginning of year $4,617,644 · end of year $4,474,839

  • 28 · Net assets with donor restrictions

    beginning of year $6,187,848 · end of year $7,132,142

Mission and programs · 2023

Mission

INSPIRING LIFELONG LEARNERS TO EMBRACE CHALLENGE AND CREATE POSITIVE CHANGE

  • MARSHALL SCHOOL IS A PRIVATE INDEPENDENT COLLEGE PREPARATORY SCHOOL IN DULUTH, MINNESOTA, EDUCATING STUDENTS IN KINDERGARTEN THROUGH 12TH GRADE. IN ADDITION TO SERVING LEARNERS FROM THROUGHOUT THE REGION, WE OFFER A COMPLETE INTERNATIONAL BOARDING PROGRAM FOR STUDENTS FROM AROUND THE WORLD. ENROLLMENT DURING 2023/2024 SCHOOL YEAR WAS 456.

    Expenses $10,071,276 · Grants $2,926,018 · Revenue $10,653,031

As filed on the 2023 return.

Listed in Part VII

  • Nels Ojard

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Laura Mullen

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Joe Fifield

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • David Pollard

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Julie Pierce

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kristina D'Allaird

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Regina Seabrook

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Brad Roden

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Erin Dungan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Steve Olson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tracy Morton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Alina Heydt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Wendy Reed

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jeremy Youde

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Andrea Schokker

    INTERIM HEAD

    Total calculated
    $37,208
    From this org
    $37,208
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Karen Snyder

    MIDDLE SCHOO

    Total calculated
    $127,540
    From this org
    $108,937
    From related orgs
    $0
    Other
    $18,603
    Hours/week
    40

  • Heather Fishel

    UPPER SCHOOL

    Total calculated
    $113,886
    From this org
    $101,257
    From related orgs
    $0
    Other
    $12,629
    Hours/week
    40

  • Melissa Herold

    CFO

    Total calculated
    $134,291
    From this org
    $119,254
    From related orgs
    $0
    Other
    $15,037
    Hours/week
    40

  • Anthony Pisapia

    HEAD OF SCHO

    Total calculated
    $0
    Hours/week
    40

  • Jamie Steckart

    HEAD OF SCHO

    Total calculated
    $225,712
    From this org
    $214,964
    From related orgs
    $0
    Other
    $10,748
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,964
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,748
    Nontaxable benefits
    not reported
    Filer's total
    $225,712

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 4
JAMIE STECKART 101,564 0 0

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
2023
Filed
4 February 2025
IRS schema version
2023v6.0
Source object
202510389349300921

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