Marburn Academy INC FY2020 filing

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Private k-12 school specializing in teaching bright children with learning differences

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-1011901) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$685K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $45K a year · 0.5% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
86% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$685K
to officers and key staff · 7% of spending
Pay to officers and key staff is 7% of spending.
Part VII, Section A
2.2 mo
of spending, in cash
Plus $2.6M in investments, Pt X · Ln 11–13
2.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $15K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$10.3M
64% of total assets
Liabilities are 64% of assets.
Pt X · Ln 26
Independent board members
22
of 22 voting members
22 of 22 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$10.3M
Spent
$10.1M
To programs
86%
Net assets
$5.9M
By yearFY2020–FY2025
Revenue
$10.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$10.3M
FY2021$10.6M
FY2022$9.8M
FY2023$9.2M
FY2024$10.0M
FY2025$8.3M
Expenses
$10.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$10.1M
FY2021$10.2M
FY2022$10.0M
FY2023$9.8M
FY2024$9.1M
FY2025$8.8M
Net assets
$5.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.9M
FY2021$7.0M
FY2022$7.3M
FY2023$7.1M
FY2024$8.2M
FY2025$7.5M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $8.7M Management & general 10% · $1.0M Fundraising 3% · $338K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

28 people listed on the 990; $685K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Former Head of School (1/1/19-6/30/19)
$126,931Pt VII · Sec A
Head of School (7/1/19-6/30/20)
$124,506Pt VII · Sec A
Chief Financial Officer
$117,675Pt VII · Sec A
Chief Advancement Officer
$116,647Pt VII · Sec A
Associate Head of School
$105,310Pt VII · Sec A
Director of Human Resources
$93,484Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Eldrich a Carr III’s $259K as Head of School is at the 92nd percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Eldrich Carr—$251,223$259,729———
Eldrich a Carr III$259,499—————
Carr Eldrich———$253,326$120,300—
Heather Sefner$129,053$126,348$47,237———
Jamie Williamson—————$126,931
Burton Scott————$124,816$124,506
Jennifer Martin-Gledhill$70,456$122,608$119,335———
Martin-Gledhill Jennifer————$121,878$105,310

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Marburn Academy INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates bright children with learning differences in a private K-12 setting.

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1 program · $8.7M · in their own filed words · FY2019
01

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.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-1011901) · Dispute this line
$8.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$15K
Grants paid · 6 grants · $6.5M · 2019–2024
Unitemized GrantFY2024$754,894
Unitemized GrantFY2023$882,314
Unitemized GrantFY2022$1,119,079
Unitemized GrantFY2021$1,280,665
Unitemized GrantFY2020$1,314,914
Unitemized GrantFY2019$1,126,616

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$10.3M
Ln 12
Fees for servicesLn 2g$9.3M
Gifts and grantsLn 1h$568K
Other incomeLn 4–11$346K
Money outPt IX
$10.1M
Ln 25
Programscol B$8.7M
Managementcol C$1.0M
Fundraisingcol D$338K
Owns and owesPt X
$5.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$16.2M
LiabilitiesLn 26$10.3M
PeoplePt VI, VII
28
listed · VII A
PaidVII A6
Voting boardVI 1a22
IndependentVI 1b22
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$568K
Noncash giftsLn 1g$47K
Fees for servicesLn 2g$9.3M
Investment incomeLn 3$92K
Other incomeLn 4–11$346K
Gains on assetsLn 7$50K
Total revenueLn 12$10.3M
Assets in detailPt X, end of year
CashLn 1$707K
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.9M
Pledges and grants receivableLn 3$191K
Accounts receivableLn 4$218K
Notes and loans receivableLn 7$20K
Prepaid expenses and deferred chargesLn 9$75K
Land, buildings, equipmentLn 10c$11.2M
InvestmentsLn 11–13$2.6M
Other assetsLn 15$10K
Total assetsLn 16$16.2M
LiabilitiesLn 26$10.3M
Net assetsLn 32$5.9M
OperationsPt I, VI
EmployeesI 5112
VolunteersI 644
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$47K
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$245K$205K$185K$165K$165K
AddedLn 1b$40K$20K$20K$15K
SpentLn 1d–1f$5−$100−$278
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$2.9M$1.9M
InvestmentsLn 11–13$16K$2.6M
Land, buildings, equipmentLn 10c$11.7M$11.2M
Total assetsLn 16$15.3M$16.2M
LiabilitiesLn 26$9.0M$10.3M
Net assetsLn 32$6.2M$5.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.1M$1.1M
Pay of officers and key staff (Part IX, line 5)Ln 5$651K$575K$45K$30K
Other salaries and wagesLn 7$4.4M$3.9M$315K$204K
Pension plan contributionsLn 8$176K$155K$13K$8K
Other employee benefitsLn 9$683K$626K$31K$26K
Payroll taxesLn 10$394K$349K$30K$16K
Other fees for servicesLn 11g$143K$70K$68K$5K
Advertising and promotionLn 12$97K$78K$19K
Office expensesLn 13$86K$72K$12K$2K
Information technologyLn 14$105K$101K$4K$735
OccupancyLn 16$247K$241K$3K$2K
TravelLn 17$24K$21K$1K$2K
Conferences, conventions and meetingsLn 19$27K$14K$12K$1K
InterestLn 20$464K$464K
Depreciation, depletion and amortizationLn 22$618K$604K$9K$6K
InsuranceLn 23$25K$22K$3K$199
Other expenses (24a–d)Ln 24$771K$748K$11K$12K
All other expensesLn 24e$42K$31K$5K$6K
Total functional expensesLn 25$10.1M$8.7M$1.0M$338K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 11, 2025 $8.3M$8.8M−$543K$7.5M 990 PDF
FY2024Filed with the IRS Apr 8, 2025 $10.0M$9.1M$944K$8.2M 990 PDF
FY2023Filed with the IRS May 14, 2024 $9.2M$9.8M−$539K$7.1M 990 PDF
FY2022Filed with the IRS May 11, 2023 $9.8M$10.0M−$220K$7.3M 990 PDF
FY2021Filed with the IRS May 16, 2022 $10.6M$10.2M$397K$7.0M 990 PDF
FY2020 ViewingFiled with the IRS May 17, 2021 $10.3M$10.1M$230K$5.9M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants M · Noncash O · Explanations
See the full FY2020 990
Part I · Summary $10,316,627 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $959,421$567,542
I-9 Program service revenuePrior year $8,602,897$9,310,358
I-10 Investment incomePrior year $6,124$92,400
I-11 Other revenuePrior year −$43,889$346,327
I-12 Total revenuePrior year $9,524,553$10,316,627
I-13 Grants and similar amounts paidPrior year $917,446$1,126,616
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,792,646$6,311,357
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,647,776$2,648,485
I-18 Total expensesPrior year $9,357,868$10,086,458
I-19 Revenue less expensesPrior year $166,685$230,169
Part VI · Governance 22 of 22 board members independent, 1 to look at
VI-1a Voting members of the governing body22
VI-1b Independent voting members22
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $10,316,627 across 9 lines filed
VIII-1f All other contributions, gifts and grants$567,542
VIII-1g Noncash contributions (included above)$46,640
VIII-1h Total contributions, gifts and grants$567,542
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,310,358$9,310,358
VIII-3 Investment incomeExcluded from tax $42,451$42,451
VIII-7 Net gain or loss on sales of assetsExcluded from tax $49,949$49,949
VIII-8 Net income from fundraising eventsExcluded from tax $211,002$211,002
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $135,325$135,325
VIII-12 Total revenueRelated to mission $9,310,358 · Unrelated business $0 · Excluded from tax $438,727$10,316,627
Part IX · Statement of functional expenses $10,086,458 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $1,126,616$1,126,616
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $575,311 · Management $45,484 · Fundraising $29,730$650,525
IX-7 Other salaries and wagesPrograms $3,888,513 · Management $315,486 · Fundraising $203,547$4,407,546
IX-8 Pension plan contributionsPrograms $154,995 · Management $12,575 · Fundraising $8,113$175,683
IX-9 Other employee benefitsPrograms $626,287 · Management $30,852 · Fundraising $26,333$683,472
IX-10 Payroll taxesPrograms $348,784 · Management $29,768 · Fundraising $15,579$394,131
IX-11g Other fees for servicesPrograms $70,203 · Management $68,274 · Fundraising $4,939$143,416
IX-12 Advertising and promotionPrograms $77,941 · Fundraising $18,981$96,922
IX-13 Office expensesPrograms $71,789 · Management $11,846 · Fundraising $2,469$86,104
IX-14 Information technologyPrograms $100,626 · Management $3,955 · Fundraising $735$105,316
IX-16 OccupancyPrograms $241,034 · Management $3,454 · Fundraising $2,220$246,708
IX-17 TravelPrograms $21,483 · Management $1,235 · Fundraising $1,611$24,329
IX-19 Conferences, conventions and meetingsPrograms $14,458 · Management $11,649 · Fundraising $1,039$27,146
IX-20 InterestManagement $463,611$463,611
IX-22 Depreciation, depletion and amortizationPrograms $603,605 · Management $8,649 · Fundraising $5,560$617,814
IX-23 InsurancePrograms $21,618 · Management $2,982 · Fundraising $199$24,799
IX-24 Other expenses (24a–d)Programs $748,173 · Management $10,675 · Fundraising $11,786$770,634
IX-24e All other expensesPrograms $31,387 · Management $4,729 · Fundraising $5,570$41,686
IX-25 Total functional expensesPrograms $8,722,823 · Management $1,025,224 · Fundraising $338,411$10,086,458
Part X · Balance sheet $16,182,248 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $1,865,871$706,684
X-2 Savings and temporary cash investmentsStart of year $1,058,528$1,148,249
X-3 Pledges and grants receivableStart of year $251,301$191,149
X-4 Accounts receivableStart of year $279,600$218,200
X-7 Notes and loans receivableStart of year $30,426$19,924
X-9 Prepaid expenses and deferred chargesStart of year $53,603$74,540
X-10c Land, buildings and equipment, netStart of year $11,693,699$11,242,553
X-11 Publicly traded securitiesStart of year $15,601$2,570,512
X-15 Other assetsStart of year $10,255$10,437
X-16 Total assetsStart of year $15,258,884$16,182,248
X-17 Accounts payable and accrued expensesStart of year $577,703$449,719
X-19 Deferred revenueStart of year $237,915$114,379
X-23 Secured mortgages and notes payableStart of year $7,852,811$7,721,327
X-25 Other liabilitiesStart of year $374,361$2,043,167
X-26 Total liabilitiesStart of year $9,042,790$10,328,592
X-27 Net assets without donor restrictionsStart of year $5,957,339$5,491,570
X-28 Net assets with donor restrictionsStart of year $258,755$362,086
X-32 Total net assets or fund balancesStart of year $6,216,094$5,853,656
X-33 Total liabilities and net assetsStart of year $15,258,884$16,182,248
Part XI · Reconciliation of net assets $5,853,656 net assets at year end
XI-1 Total revenue$10,316,627
XI-2 Total expenses$10,086,458
XI-3 Revenue less expenses$230,169
XI-4 Net assets at start of year$6,216,094
XI-9 Other changes in net assets−$592,606
XI-10 Net assets at end of year$5,853,656

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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