2025-05-13T20:19:52-05:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 942427732 MARIN HORIZON SCHOOL INC MARI 4153888408 305 MONTFORD AVENUE MILL VALLEY CA 94941 DIANA GREENSTONE CHIEF FINANCE & OPERATIONS OFFICER 4153888408 2025-05-13 1 1 KATY BROWN P00650274 9257902600 2025-05-13 2023 2025-03-06 01:10:19Z DIANA GREENSTONE 305 MONTFORD AVENUE MILL VALLEY CA 94941 16812032 0 X WWW.MARINHORIZON.ORG X 1977 CA THE ORGANIZATION IS A MONTESSORI-INSPIRED, NON-PROFIT INDEPENDENT, CO-EDUCATIONAL SCHOOL SERVING CLOSE TO 300 CHILDREN FROM PRESCHOOL THROUGH 8TH GRADE FOUNDED IN 1977 BY A VISIONARY GROUP OF PARENTS AND TEACHERS, THE SCHOOL'S MISSION IS TO CHALLENGE STUDENTS TO BE SELF-RELIANT THINKERS AND LIFELONG LEARNERS, INSPIRE ACADEMIC EXCELLENCE, NURTURE STUDENTS' NATURAL LOVE OF LEARNING, AND ENCOURAGE THEM TO BE CONFIDENT INDIVIDUALS WHO ARE RESPONSIBLE TO EACH OTHER, THE COMMUNITY AND THE WORLD. THE SCHOOL IS GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES COMPRISED OF PARENTS, FACULTY, ALUMNI, AND COMMUNITY MEMBERS. 20 17 127 75 0 0 2630719 3882955 10542778 11831230 374363 333634 130934 181790 13678794 16229609 2166110 2639920 0 0 7387907 7639301 62279 10511 429267 3233349 3580745 12849645 13870477 829149 2359132 42935823 46353722 26308762 26460471 16627061 19893251 WE GROUND STUDENTS IN A DEEP SENSE OF BELONGING SO THEY BECOME ENTHUSIASTIC LEARNERS, DEVELOP CONFIDENT VOICES, AND EMERGE AS BEACONS OF KINDNESS IN THEIR COMMUNITIES. 0 0 11337383 2639920 11874867 MARIN HORIZON SCHOOL IS AN INDEPENDENT, COED DAY SCHOOL FOR STUDENTS IN TODDLER THROUGH GRADE 8. LOCATED IN MILL VALLEY, CALIFORNIA, OUR CURRICULUM IS DESIGNED TO INSPIRE STUDENTS TO EMBRACE CHALLENGES, THINK CRITICALLY, AND BECOME COMPASSIONATE ADVOCATES. WE PRIORITIZE CLASS SIZES TO ALLOW THE DEVELOPMENT OF EXCEPTIONAL TEACHER-STUDENT RELATIONSHIPS AND INDIVIDUALIZED ATTENTION. WITHIN OUR INCLUSIVE COMMUNITY, EVERY STUDENT IS SEEN, HEARD, AND VALUED, FOSTERING A SENSE OF OWNERSHIP OVER THEIR EDUCATION AND AN EXPLORATION OF THEIR UNIQUE INTERESTS. 11337383 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 49 0 1 127 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X DIANA GREENSTONE 4153888408 305 MONTFORD AVENUE MILL VALLEY CA 94941 BILL PERRINE HEAD OF SCHOOL 40.00 X X 296306 0 125758 SEAN HOW MATH TEACHER, TRUSTEE 40.00 X 103946 0 16118 MORIAH GELLER KINDERGARTEN TEACHER, TRUSTEE 40.00 X 90813 0 11400 PETER BRYAN CHAIR 4.00 X X 0 0 0 JEN COYNE VICE-CHAIR 4.00 X X 0 0 0 ROHIT AGARWAL SECRETARY 1.00 X X 0 0 0 RYAN STEVER TREASURER 1.00 X X 0 0 0 HANNE BARNES TRUSTEE 1.00 X 0 0 0 ANDY DAVIES TRUSTEE 1.00 X 0 0 0 JEFF ESCABAR TRUSTEE (THRU 09/23) 1.00 X 0 0 0 BRETT FOLEY TRUSTEE 1.00 X 0 0 0 ASHLEY GOLDSMITH BUTTNER TRUSTEE 1.00 X 0 0 0 CHARMAINE HO TRUSTEE 1.00 X 0 0 0 MIRA KIM TRUSTEE 1.00 X 0 0 0 SHARON LEE TRUSTEE 1.00 X 0 0 0 WARREN LEIDEN TRUSTEE 1.00 X 0 0 0 KRISTIN LUNNY TRUSTEE 1.00 X 0 0 0 LEXY LURIE TRUSTEE 1.00 X 0 0 0 ASHLEY MACDONALD TRUSTEE 1.00 X 0 0 0 TRIGG MCLEOD TRUSTEE 1.00 X 0 0 0 TATEM READ TRUSTEE 4.00 X 0 0 0 DIANA GREENSTONE DIRECTOR OF FINANCE 40.00 X 154146 0 17438 AUBYN DEMIAN DIR OF MKTG & COMM/EA TO HEAD 40.00 X 136659 0 19537 KATHLEEN HAZELTON-LEECH PRIMARY TEACHER 40.00 X 129112 0 25295 MARY BISHOP DIRECTOR OF DEVELOPMENT 40.00 X 123940 0 19984 BEN FUSSINER DIRECTOR OF UPPER SCHOOL 40.00 X 109632 0 22855 VICTORIA HUERTA-MILLER DIRECTOR OF LOWER SCHOOL 40.00 X 113075 0 15581 1257629 0 273966 11 0 1 0 BIC CONSTRUCTION INC 110 TIBURON BLVD STE 5 MILL VALLEY CA 94941 HORIZON COMMUNITY SCHOOL CONSTRUCTION 177217 RHAA 225 MILLER AVE MILL VALLEY CA 94941 PLAYGROUND RENOVATION 120057 2 71466 1192300 2619189 183792 3882955 TUITION AND ENROLLMENT 611110 11290250 11290250 DAYCARE SERVICES 611110 297771 297771 ENRICHMENT CLASSES 611110 135732 135732 SUMMER SCHOOL 611110 107477 107477 11831230 442679 442679 67400 28539 38861 38861 38861 394272 1800 505117 0 -110845 1800 -109045 -109045 145285 71466 48767 96518 96518 MISCELLANEOUS 611110 43637 43637 CREDIT CARD REWARDS 900000 2774 2774 46411 16229609 11874867 0 471787 2639920 2639920 786319 441449 273861 71009 5311775 4361966 773917 175892 212216 175768 29725 6723 827397 660247 135388 31762 501594 396259 85271 20064 2015 2015 134663 134663 10511 10511 48740 48740 29217 24002 5215 86375 86375 414956 66197 348759 111120 111120 964399 918765 42236 3398 186912 186912 289521 278006 10199 1316 670907 644223 23634 3050 103829 103829 EDUCATION 370056 370056 DEVELOPMENT 88752 88752 SUMMER CAMP 46413 46413 MISCELLANEOUS 16790 16790 16080 16080 13870477 11337383 2103827 429267 4300258 3072735 371 500274 896243 1069812 4420880 4517624 103074 74221 28106406 9052821 18077657 19053585 9834785 12909226 5302555 5156245 42935823 46353722 960700 1073752 8054914 8680636 9522897 9120635 1284937 1234463 6485314 6350985 26308762 26460471 X 12159532 14719321 4467529 5173930 16627061 19893251 42935823 46353722 2359132 907058 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5745342 38207 737956 6521505 4111597 1119111 514634 5745342 4192345 3180 300714 384642 4111597 4185845 6500 872205 755650 116555 4192345 4122818 63026 -16614 -23331 6716 4185845 0.77420 0.14360 0.08220 0 0 1358835 1358835 22418903 6209216 16209687 953953 630345 323608 705585 650516 55069 2669130 1562744 1106386 19053585 MARKETABLE SECURITIES 12909226 F 12909226 RIGHT-OF-USE ASSETS 5156245 5156245 CAPITAL DEPOSITS 937977 LEASE LIABILITIES 5413008 6350985 X 14480400 907058 32393 939451 13540949 48740 2639920 2688660 16229609 11214210 32393 32393 11181817 48740 2639920 2688660 13870477 PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 28,539. TUITION ASSISTANCE EXPENSES MOVED TO REVENUE 3,854. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,639,920. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 28,539. TUITION ASSISTANCE EXPENSES MOVED TO REVENUE 3,854. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 2,639,920. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S POLICY IS TO INCLUDE THE RACIALLY NONDISCRIMINATORY STATEMENT IN AN AD AT LEAST ONCE PER YEAR, INCLUDING ENROLLMENT AND ADMISSIONS FORMS. THE STATEMENT IS AS FOLLOWS: "IN ITS ADMISSIONS POLICIES, MARIN HORIZON SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, NATIONALITY, ETHNIC ORIGIN OR PHYSICAL HANDICAP". THE SCHOOL'S POLICY IS ALSO LISTED ON THE HOMEPAGE OF THEIR WEBSITE AT ALL TIMES. SPRING AUCTION 216751 71466 145285 32520 16248 216751 71466 145285 32520 16248 48768 96517 1 TUITION ASSISTANCE TO ATTEND MARIN HORIZON SCHOOL 95 2639920 FMV TUITION ASSISTANCE TO ATTEND MARIN HORIZON SCHOOL PART I, LINE 2: THE SCHOOL REQUIRES THAT EACH YEAR PARENTS APPLYING FOR FINANCIAL AID COMPLETE AN APPLICATION THROUGH CLARITY FINANCIAL AID AND GIVE CLARITY PERMISSION TO PULL SUPPORTING TAX DOCUMENTS FROM THE IRS TO DEMONSTRATE FINANCIAL NEED. BASED ON THE APPLICATION AND SUPPORTING TAX DOCUMENTS, CLARITY PROVIDES AN OBJECTIVE ANALYSIS OF EACH FAMILY'S FINANCIAL INFORMATION TO GUIDE THE SCHOOL'S INDEXED TUITION COMMITTEE IN DETERMINING HOW MUCH A FAMILY CAN AFFORD TO PAY TOWARDS SCHOOL COSTS. X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 BILL PERRINE HEAD OF SCHOOL 295906 0 400 0 0 0 16125 0 109633 0 422064 0 0 0 DIANA GREENSTONE DIRECTOR OF FINANCE 153746 0 400 0 0 0 8079 0 9359 0 171584 0 0 0 AUBYN DEMIAN DIR OF MKTG & COMM/EA TO HEAD 136259 0 400 0 0 0 7515 0 12022 0 156196 0 0 0 KATHLEEN HAZELTON-LEECH PRIMARY TEACHER 128712 0 400 0 0 0 6717 0 18578 0 154407 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES HOUSEKEEPING AND HOUSING AS IT IS A CONDITION OF EMPLOYMENT FOR THE HEAD OF SCHOOL. PART I, LINE 7 EMPLOYEES OF THE ORGANIZATION RECEIVE A NON-FIXED HOLIDAY BONUS. FULL TIME EMPLOYEES RECEIVED $400 AND PART TIME EMPLOYEES RECEIVED BONUSES THAT WERE PRO-RATED ACCORDING TO THEIR FTE. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 2020-09-25 4553823 REFINANCE OF PRIOR TAX-EXEMPT BOND 0 0 0 B CALIFORNIA MUNICIPAL FINANCE AUTHORITY 2020-09-25 7489642 REFINANCE OF PRIOR TAX-EXEMPT BOND 0 0 0 A 1777767 4553823 4553823 2045 0 0 0 0 B 1104424 7489642 7489642 2040 0 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 0 0 0 0 0 A 0 B 0 26733 TUITION ASSIS 28622 TUITION ASSIS X 13 183792 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS SENT TO CFO AND HEAD OF SCHOOL FOR REVIEWING AND PRESENTING TO THE FULL BOARD BEFORE IT WAS FILED WITH THE IRS. DONOR INFORMATION WAS NOT PRESENTED TO FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AND ANNUALLY SIGN A WRITTEN STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES HIRED AN INDEPENDENT SEARCH CONSULTANT TO HIRE A PERMANENT HEAD OF SCHOOL. SALARY COMPENSATION IS BASED ON LOCAL COMPENSATION STUDIES. FORM 990, PART VI, SECTION C, LINE 19 PROVIDED UPON REQUEST.