2025-04-08T15:34:40-05:00 2024-06-30 311307159 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2023-07-01 311011901 MARBURN ACADEMY MARB 6143964843 9555 JOHNSTOWN ROAD NEW ALBANY OH 43054 ELDRICH CARR HEAD OF SCHOOL 6143964843 2025-04-07 1 1 NATOSHA CARR P01225377 6148852208 2025-04-07 2023 2025-03-06 01:10:19Z ELDRICH CARR 9555 JOHNSTOWN ROAD NEW ALBANY OH 43054 10081440 0 X HTTPS://WWW.MARBURNACADEMY.ORG X 1981 OH PRIVATE K-12 SCHOOL SPECIALIZING IN TEACHING BRIGHT CHILDREN WITH LEARNING DIFFERENCES 19 19 110 54 0 0 456958 2017469 8350696 7607575 75676 300861 361473 88823 9244803 10014728 1119079 882314 0 0 6519574 6097132 0 0 277203 2145554 2090853 9784207 9070299 -539404 944429 15098363 15794744 7960237 7594708 7138126 8200036 X 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. 0 0 7684398 882314 7607575 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. 7684398 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 110 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X HEATHER SEFNER 6143964843 9555 JOHNSTOWN ROAD NEW ALBANY OH 43054 RACHEL ALTHOF TRUSTEE 5.00 X 0 0 0 TERRY ZIEGLER TRUSTEE 5.00 X 0 0 0 BRIAN CAREY TRUSTEE 5.00 X 0 0 0 JANE COLEMAN-PORTER TRUSTEE 5.00 X 0 0 0 JESSICA DITULLIO TRUSTEE 5.00 X 0 0 0 TONY BRIGANO TRUSTEE 5.00 X 0 0 0 ERIN FIORITO TRUSTEE 5.00 X 0 0 0 MEGAN GARBE TRUSTEE 5.00 X 0 0 0 STEVEN GUY TRUSTEE 5.00 X 0 0 0 KAREN HEISER TRUSTEE 5.00 X 0 0 0 JAY JADWIN TRUSTEE 5.00 X 0 0 0 LARA RAY TRUSTEE 5.00 X 0 0 0 IAN KIENINGER TRUSTEE 5.00 X 0 0 0 ANDREW MESLOW TRUSTEE 5.00 X 0 0 0 NIKKI MESNARD TRUSTEE 5.00 X 0 0 0 TIM MARTIN BOARD CHAIR 5.00 X X 0 0 0 KELLY GRATZ VICE CHAIR 5.00 X X 0 0 0 MIKE PARKES TREASURER 5.00 X X 0 0 0 JIM PERRY SECRETARY 5.00 X X 0 0 0 STEPHANIE ROYAL EXECUTIVE DIRECTOR 40.00 X 93232 0 12335 ERIN BARR CHIEF ADVANCEMENT OFFICER 40.00 X 93055 0 9550 HEATHER SEFNER CHIEF FINANCIAL OFFICER 40.00 X 126348 0 19570 LAURA SCHMIDT BRADY CHIEF HUMAN RESOURCE OFFIC 40.00 X 103920 0 22775 JENNIFER MARTIN-GLEDHILL ASSOCIATE HEAD OF SCHOOL 40.00 X 122608 0 13158 ELDRICH CARR HEAD OF SCHOOL 40.00 X 251223 0 13631 790386 0 91019 4 0 1 0 0 223852 1338967 454650 1977 2017469 TUITION AND PROGRAM FEES 611600 7607575 7607575 7607575 301656 301656 43388 0 43388 43388 43388 140 935 0 -935 140 -795 -795 59475 223852 65777 -6302 -6302 MISCELLANEOUS 900099 51737 51737 51737 10014728 7607575 0 389684 882314 882314 881405 756768 90213 34424 4191182 3572703 443126 175353 164685 150207 12026 2452 527529 481152 38522 7855 332331 285739 33726 12866 233366 131535 93149 8682 118319 94737 23582 80840 67950 11693 1197 120595 114622 5973 390342 374414 15928 7444 5990 685 769 37475 30755 5726 994 331515 331515 374846 366224 5248 3374 36282 24433 11849 CLASSROOM SUPPLIES AND 164103 164103 COLLECTION LOSS 102926 102926 PROFESSIONAL DEVELOPMEN 26468 21933 2806 1729 DUES AND SUBSCRIPTIONS 23344 22793 551 42988 33100 6513 3375 9070299 7684398 1108698 277203 249668 367036 757309 1762385 48725 147496 100700 9814 6564 242040 72929 13687930 3944970 10060937 9742960 2846472 3058962 735902 683208 15098363 15794744 472732 425697 457129 399470 6946188 6721080 84188 48461 7960237 7594708 X 6754086 7892066 384040 307970 7138126 8200036 15098363 15794744 X 944429 137850 -20369 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 300870 1100 8816 8816 301970 295820 5050 300870 275595 20225 295820 245295 30300 275595 204923 40372 245295 0.00000 1.00000 0.00000 0 0 1200627 1200627 10257143 2084320 8172823 228393 67380 161013 726280 546623 179657 1275487 1246647 28840 9742960 LEASE LIABILITY 48461 48461 X 9366396 137850 30355 168205 9198191 816537 816537 10014728 8284117 30355 65777 96132 8187985 882314 882314 9070299 PART V, LINE 4: THE INCOME FROM THE FUNDS IS TO BE USED TO SUPPORT THE EDUCATIONAL ACTIVITIES OF MARBURN ACADEMY, SUCH AS PROVIDE HIGH-NEED SCHOLARSHIPS TO STUDENTS REQUIRING FINANCIAL AID ABOVE AND BEYOND THE ACADEMY'S TYPICAL AWARD, AND ALSO PROVIDE FINANCIAL ASSISTANCE AWARDS FOR EXTRACURRICULAR ACTIVITIES TO ALLOW STUDENTS WHO MIGHT OTHERWISE BE ABLE TO AFFORD THESE ACTIVITIES TO PARTICIPATE AND BENEFIT FROM THEM. PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE SCHOOL BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. CONTRIBUTIONS TO THE SCHOOL QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION TO THE EXTENT PROVIDED BY THE INTERNAL REVENUE CODE. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP REPORTED NET TO REVENUE IN THE FINANCIAL STATEMENTS 882,314. DIRECT FUNDRAISING EXPENSE -65,777. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSE OF FUNDRAISING INCOME 65,777. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP REPORTED NET TO REVENUE IN THE FINANCIAL STATEMENTS 882,314. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 MARBURN ACADEMY HAS A POLICY WHEREBY ALL THE SOLICITATIONS FOR STUDENTS, PUBLICATIONS, BROCHURES, AND OTHER ADS STATE THAT THEY DO NOT DISCRIMINATE ON THE BASIS OF RACE. SCHEDULE E, PART I, LINE 6 THE OHIO DEPARTMENT OF EDUCATION PROVIDES NON-PUBLIC AUXILIARY SERVICES AND NON-PUBLIC ADMINISTRATIVE COST REIMBURSEMENTS TO MARBURN ACADEMY. THE NON-PUBLIC AUXILIARY SERVICES PROGRAM IS AUTHORIZED UNDER 3317.06 AND 3317.024 OF THE OHIO REVISED CODE. PAYMENTS ARE MADE ON A PER PUPIL BASIS TO THE PUBLIC SCHOOL DISTRICT WHERE THE NON-PUBLIC SCHOOL IS LOCATED. THE PUBLIC SCHOOL DISTRICT, UPON REQUEST FROM THE NON-PUBLIC SCHOOL, PROVIDES 1) TEXTBOOKS, 2) DIAGNOSTIC, THERAPEUTIC, AND REMEDIAL PERSONNEL SERVICES, AND 3) EDUCATION EQUIPMENT TO THE NON-PUBLIC SCHOOL STUDENTS. NON-PUBLIC ADMINISTRATIVE COST REIMBURSEMENTS TO THE SCHOOL ARE REIMBURSEMENTS FOR SERVICES MANDATED BY THE STATE TO PERFORM CERTAIN FUNCTIONS SUCH AS TAKING ATTENDANCE, KEEPING STUDENT RECORDS, MEETINGS WITH PARENTS, TRANSPORTATION, ACCREDITATION TASKS, ETC. GALA 283327 223852 59475 1777 31914 1800 30286 283327 223852 59475 1777 31914 1800 30286 65777 -6302 1 SCHOLARSHIP AWARD (FINANCIAL AID) 99 882314 PART I, LINE 2: SCHOLARSHIP AWARDED ARE CREDITED DIRECTLY TO STUDENTS' TUITION. 0 0 0 0 0 0 0 0 0 ELDRICH CARR HEAD OF SCHOOL 251223 0 0 0 0 0 7681 0 5950 0 264854 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL TRUSTEES AND KEY EMPLOYEES TO DISCLOSE ANY CONFLICT OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A ANY CHANGES TO THE HEAD OF SCHOOL'S COMPENSATION ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. CHANGES TO THE FINANCE DIRECTOR'S COMPENSATION ARE REVIEWED AND APPROVED BY THE HEAD OF SCHOOL. THE BOARD USES STUDIES FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS TO OBTAIN COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SWAP AGREEMENT -20,369. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE TO PROVIDE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT FUNCTION. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.