Marshall Direct Fund in Aspen, Colorado (CO)
Table of contents:
| Marshall Direct Fund | |
| Employer Identification Number (EIN) | 352308730 |
| Name of Organization | Marshall Direct Fund |
| In Care of Name | Jodi Fischer |
| Address | PO BOX 4477, Aspen, CO 81612-4477 |
| Subsection | Educational Organization |
| Ruling Date | 09/2008 |
| Deductibility | Contributions are deductible |
| Foundation | School |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $1,972 |
| Amount of Income | $190,681 |
| Form 990 Revenue Amount | $190,681 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Primary, Elementary Schools |
Non-representatives - add comments:
Amount of income in 2014: $190,681 (it was $154,876 in 2013)
| This organization: | $190,681 |
| Other organizations performing similar types of work: | $560,231 |
Assets in 2014: $1,972 (it was $6,665 in 2013)
| This organization: | $1,972 |
| Other organizations performing similar types of work: | $203,890 |
Expenses in 2013: $161,292
| Marshall Direct Fund: | $161,292 |
| Other organizations performing similar types of work: | $592,933 |
Income to expenses ratio in 2013: 1.2
| This organization: | 1.2 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2013: 100.0%
| This organization: | 100.0% |
| Other organizations performing similar types of work: | 3.8% |
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $165,226 | $171,566 | $154,876 |
| Contributions, gifts, grants, and similar amounts received | $165,226 | $171,566 | $154,876 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $0 | $0 | $0 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $155,296 | $182,011 | $161,292 |
| Total net assets | $3,729 | $-6,714 | $-13,129 |
| Excess/Deficit for the year | $9,930 | $-10,445 | $-6,416 |
| Net assets or fund balances at beginning of year | $-6,201 | $3,731 | $-6,713 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $-6,714 | $-13,129 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $18,877 | $8,404 | $6,665 |
| Total liabilities | $15,148 | $15,118 | $19,794 |
| Net assets or fund balances | $3,729 | $-6,714 | $-13,129 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $752,125 |
| Subtotal | $752,125 |
| Gifts, grants, contributions, and membership fees received | $752,125 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $0 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $752,125 |
| Public support | $752,125 |
| Subtotal | $0 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $0 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Village Academy Schools Inc, Village Academy | 284 S Liberty St, Powell, OH 43065-7616 | OH | 2006-05 | $4,779,307 |
| 2 | Monarch Montessori Of Denver | 11200 E 45th Ave, Denver, CO 80239-3000 | CO | 2011-02 | $30,424,566 |
| 3 | Highline Academy Incorporation | 2170 S Dahlia St, Denver, CO 80222-5106 | CO | 2007-05 | $4,607,363 |
| 4 | Axl Charter School | 14100 E Jewell Ave, Aurora, CO 80012-6907 | CO | 2012-08 | $3,730,177 |
| 5 | Horizons K8 | 4545 Sioux Dr, Boulder, CO 80303-3732 | CO | 2015-02 | $3,583,171 |
| 6 | Legacy Academy | 1975 Legacy Cir, Elizabeth, CO 80107-8330 | CO | 2000-04 | $3,051,428 |
| 7 | The Oak Hill Academy | 1660 Lincoln St Ste 1900, Denver, CO 80264-1901 | CO | 2001-04 | $2,833,680 |
| 8 | Swallows Charter Academy Inc | 278 S Mcculloch Blvd, Pueblo West, CO 81007-2844 | CO | 1998-06 | $2,539,175 |
| 9 | The Odyssey School Incorporated, School Business Management | 6550 E 21st Ave, Denver, CO 80207-3961 | CO | 1999-06 | $2,016,853 |
| 10 | Mountain Middle School | 108 W 31st St, Durango, CO 81301-4231 | CO | 2011-07 | $1,345,407 |
| 11 | The Rivendell School Of Northern Colorado | 1800 E Prospect Rd, Fort Collins, CO 80525-1304 | CO | 2004-12 | $1,282,207 |
| 12 | Arma Dei Academy Inc | 345 E Wildcat Reserve Pkwy, Hghlnds Ranch, CO 80126-4771 | CO | 2014-04 | $776,346 |
| 13 | Ambleside School | 1510 E Phillips Ave, Centennial, CO 80122-3276 | CO | 2010-08 | $696,038 |
| 14 | Sister Blandina School Inc, Sister Blandina School | PO BOX 370421, Denver, CO 80237-0421 | CO | 2012-04 | $580,693 |
| 15 | Woodlands Academy | 1057 N Park St, Castle Rock, CO 80109-1535 | CO | 2005-11 | $341,458 |
| 16 | Platt Park Childrens Center | 1601 S Clarkson St, Denver, CO 80210-2703 | CO | 2014-07 | $282,538 |
| 17 | Truth Christian Academy | 5187 Knotty Pine Ln, Evergreen, CO 80439-7525 | CO | 1998-07 | $174,022 |
| 18 | Hope Community Christian Academy | PO BOX 2051, Ignacio, CO 81137 | CO | 2012-04 | $80,904 |
| 19 | Sage Mountain School Inc | 114 N Boulevard St Ste 208, Gunnison, CO 81230-3011 | CO | 2006-06 | $485 |
| 20 | Built On The Rock Education | Po Box 270433, Louisville, CO 80027 | CO | 2010-09 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,850 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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