The Marshall School: FY2020 Nonprofit Profile & Form 990 (EIN 41-0765672)

Revenue by fiscal year
FY2020	$10.6M
FY2021	$9.1M
FY2022	$9.9M
FY2023	$10.7M
FY2024	$12.0M
FY2025	$11.2M

Expenses by fiscal year
FY2020	$9.3M
FY2021	$9.0M
FY2022	$9.8M
FY2023	$10.9M
FY2024	$12.0M
FY2025	$11.9M

Net assets by fiscal year
FY2020	$10.1M
FY2021	$11.6M
FY2022	$10.5M
FY2023	$10.8M
FY2024	$11.6M
FY2025	$11.4M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1976.

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

Where the money goes

83 cents of each dollar spent went to programs.

83%

14%

Program services 83% · $7.7M Management & general 14% · $1.3M Fundraising 3% · $302K

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

17 people listed on the 990; $304K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Kevin Breen

Head of Scho

$195,671Pt VII · Sec A

Elizabeth Tessier

Director of

$108,135Pt VII · Sec A

David Pollard

Treasurer

$0Pt VII · Sec A

Nels Ojard

Secretary

$0Pt VII · Sec A

Stephanie Ball

Trustee

$0Pt VII · Sec A

Doug Lewis

Trustee

$0Pt VII · Sec A

Regina Seabrook

Trustee

$0Pt VII · Sec A

Michelle Buria

Trustee

$0Pt VII · Sec A

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

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Jamie Steckart	—	$214,964	—	—	—	—
Kevin Breen	—	—	—	—	$214,275	$195,671
James Steckart	—	—	$195,351	$102,550	—	—
Anthony Pisapia	$125,399	—	—	—	—	—
Melissa Herold	$125,312	$119,254	$122,143	$83,974	—	—
Elizabeth Tessier	—	—	—	—	$118,597	$108,135
Karen Snyder	$113,381	$108,937	$106,192	—	$106,325	—
Heather Fishel	$105,309	$101,257	—	—	—	—

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.

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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 students to become global citizens with strong academic habits and positive character traits.

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Provided by the organization

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1 program · $7.7M · in their own filed words · FY2019

01

Operation of an independent college preparatory middle school and high school in duluth, minnesota. Enrollment during 2018/2019 school year was 404.

$7.7Mprogram 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 · FY2024

Duluth Superior Area Community Foundation INCFY2024$79K

Iowa Youth Athletic FoundationFY2024$24K

American Online Giving Foundation INCFY2024$7K

Genfinity Foundation INCFY2024$5K

Glen Avon Hockey FoundationFY2024$1K

Total grants receivedfrom 5 funders$116K

See all 5 funders →

Grants paid · 6 grants · $14.8M · 2019–2024

Unitemized GrantFY2024$3,098,776

Unitemized GrantFY2023$2,926,018

Unitemized GrantFY2022$2,454,389

Unitemized GrantFY2021$2,284,134

Unitemized GrantFY2020$2,002,465

Unitemized GrantFY2019$2,016,886

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$10.6M

Ln 12

Fees for servicesLn 2g$7.6M

Investment incomeLn 3$1.9M

Gifts and grantsLn 1h$1.0M

Money outPt IX

$9.3M

Ln 25

Programscol B$7.7M

Managementcol C$1.3M

Fundraisingcol D$302K

Owns and owesPt X

$10.1M

net assets · Ln 32

Cash and savingsLn 1–2$3.1M

Total assetsLn 16$18.3M

LiabilitiesLn 26$8.2M

PeoplePt VI, VII

17

listed · VII A

PaidVII A2

Voting boardVI 1a15

IndependentVI 1b15

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.0M

Fees for servicesLn 2g$7.6M

Investment incomeLn 3$1.9M

Other incomeLn 4–11$107K

Gains on assetsLn 7$1.7M

Total revenueLn 12$10.6M

Assets in detailPt X, end of year

CashLn 1$991K

SavingsLn 2$2.1M

Cash and savings togetherLn 1–2$3.1M

InvestmentsLn 11–13$5.9M

Land, buildings, equipmentLn 10c$6.0M

Other assetsLn 15$3.0M

Total assetsLn 16$18.3M

LiabilitiesLn 26$8.2M

Net assetsLn 32$10.1M

OperationsPt I, VI

EmployeesI 5152

VolunteersI 6200

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$3.5M	$3.1M
InvestmentsLn 11–13	$6.0M	$5.9M
Land, buildings, equipmentLn 10c	$5.4M	$6.0M
Total assetsLn 16	$18.3M	$18.3M
LiabilitiesLn 26	$7.8M	$8.2M
Net assetsLn 32	$10.5M	$10.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$2.0M	$2.0M
Pay of current officers, directors and key staffLn 5	$412K		$412K
Other salaries and wagesLn 7	$3.6M	$3.1M	$270K	$191K
Pension plan contributionsLn 8	$127K	$113K	$7K	$7K
Other employee benefitsLn 9	$671K	$557K	$80K	$34K
Payroll taxesLn 10	$281K	$223K	$44K	$14K
Legal feesLn 11b	$14K		$14K
Accounting feesLn 11c	$22K		$22K
Investment management feesLn 11f	$9K		$9K
Office expensesLn 13	$49K		$49K
Information technologyLn 14	$71K		$71K
OccupancyLn 16	$359K	$311K	$48K
InterestLn 20	$90K		$90K
Depreciation, depletion and amortizationLn 22	$557K	$557K
Other expenses (24a–d)Ln 24	$900K	$757K	$143K
All other expensesLn 24e	$123K	$67K		$56K
Total functional expensesLn 25	$9.3M	$7.7M	$1.3M	$302K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$11.2M	$11.9M	−$648K	$11.4M	990 PDF
FY2024	$12.0M	$12.0M	−$30K	$11.6M	990 PDF
FY2023	$10.7M	$10.9M	−$187K	$10.8M	990 PDF
FY2022	$9.9M	$9.8M	$92K	$10.5M	990 PDF
FY2021	$9.1M	$9.0M	$122K	$11.6M	990 PDF
FY2020 Viewing	$10.6M	$9.3M	$1.3M	$10.1M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $10,581,481 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $782,451$1,015,698

I-9 Program service revenuePrior year $8,400,681$7,577,422

I-10 Investment incomePrior year $400,781$1,881,031

I-11 Other revenuePrior year $90,059$107,330

I-12 Total revenuePrior year $9,673,972$10,581,481

I-13 Grants and similar amounts paidPrior year $2,275,360$2,016,886

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $5,125,868$5,044,344

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $2,370,841$2,191,683

I-18 Total expensesPrior year $9,772,069$9,252,913

I-19 Revenue less expensesPrior year −$98,097$1,328,568

Part VI · Governance 15 of 15 board members independent, no flags

VI-1a Voting members of the governing body15

VI-1b Independent voting members15

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $10,581,481 across 8 lines filed

VIII-1f All other contributions, gifts and grants$1,015,698

VIII-1h Total contributions, gifts and grants$1,015,698

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,577,422$7,577,422

VIII-3 Investment incomeExcluded from tax $135,119$135,119

VIII-6 Net rental income or lossExcluded from tax $72,016$72,016

VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,745,912$1,745,912

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $35,314$35,314

VIII-12 Total revenueRelated to mission $7,612,736 · Excluded from tax $1,953,047$10,581,481

Part IX · Statement of functional expenses $9,252,913 across 16 lines filed

IX-2 Grants to domestic individualsPrograms $2,016,886$2,016,886

IX-5 Pay of current officers, directors and key staffManagement $412,395$412,395

IX-7 Other salaries and wagesPrograms $3,092,312 · Management $269,560 · Fundraising $190,912$3,552,784

IX-8 Pension plan contributionsPrograms $113,004 · Management $7,296 · Fundraising $6,937$127,237

IX-9 Other employee benefitsPrograms $556,535 · Management $80,292 · Fundraising $34,147$670,974

IX-10 Payroll taxesPrograms $222,913 · Management $44,357 · Fundraising $13,684$280,954

IX-11b Legal feesManagement $13,503$13,503

IX-11c Accounting feesManagement $21,680$21,680

IX-11f Investment management feesManagement $8,567$8,567

IX-13 Office expensesManagement $49,116$49,116

IX-14 Information technologyManagement $70,698$70,698

IX-16 OccupancyPrograms $310,509 · Management $48,234$358,743

IX-20 InterestManagement $90,341$90,341

IX-22 Depreciation, depletion and amortizationPrograms $556,628$556,628

IX-24 Other expenses (24a–d)Programs $756,969 · Management $142,744$899,713

IX-24e All other expensesPrograms $66,814 · Fundraising $55,880$122,694

IX-25 Total functional expensesPrograms $7,692,570 · Management $1,258,783 · Fundraising $301,560$9,252,913

Part X · Balance sheet $18,269,413 assets, 21 lines filed

Asset lines not itemized here account for $29,858; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $672,243$991,359

X-2 Savings and temporary cash investmentsStart of year $2,797,990$2,116,785

X-3 Pledges and grants receivableStart of year $156,034$132,500

X-4 Accounts receivableStart of year $170,837$86,938

X-8 Inventories for sale or useStart of year $7,116$5,428

X-9 Prepaid expenses and deferred chargesStart of year $68,757$36,751

X-10c Land, buildings and equipment, netStart of year $5,363,134$5,981,950

X-11 Publicly traded securitiesStart of year $5,939,597$5,853,867

X-12 Other securitiesStart of year $30,619$30,939

X-15 Other assetsStart of year $3,066,640$3,003,038

X-16 Total assetsStart of year $18,305,916$18,269,413

X-17 Accounts payable and accrued expensesStart of year $540,858$466,823

X-19 Deferred revenueStart of year $2,156,966$1,527,713

X-20 Tax-exempt bond liabilitiesStart of year $2,002,294$2,323,652

X-24 Unsecured notes and loans payable$780,000

X-25 Other liabilitiesStart of year $3,117,052$3,059,048

X-26 Total liabilitiesStart of year $7,817,170$8,157,236

X-27 Net assets without donor restrictionsStart of year $5,149,215$4,815,884

X-28 Net assets with donor restrictionsStart of year $5,339,531$5,296,293

X-32 Total net assets or fund balancesStart of year $10,488,746$10,112,177

X-33 Total liabilities and net assetsStart of year $18,305,916$18,269,413

Part XI · Reconciliation of net assets $10,112,177 net assets at year end

XI-1 Total revenue$10,581,481

XI-2 Total expenses$9,252,913

XI-3 Revenue less expenses$1,328,568

XI-4 Net assets at start of year$10,488,746

XI-5 Net unrealized gains (losses) on investments−$1,705,137

XI-10 Net assets at end of year$10,112,177

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

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The Marshall School FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

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

Questions the 990 asks

Programs and updates

Questions for The Marshall School

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV