2025-05-13T12:24:42-05:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 941567656 MARIN MONTESSORI SCHOOL MARI 4159245388 5200 PARADISE DRIVE CORTE MADERA CA 949252107 SAM SHAPIRO HEAD OF SCHOOL 4159245388 2025-05-12 1 0 JENNIFER M VACHA P01251998 9257902600 2025-04-29 2023 2025-03-06 01:10:19Z SAM SHAPIRO 5200 PARADISE DRIVE CORTE MADERA CA 949252107 14152688 0 X HTTPS://WWW.MARINMONTESSORI.ORG/ X 1963 CA THE MISSION OF MARIN MONTESSORI SCHOOL, IN ADHERENCE TO THE PRINCIPLES OF THE (CONT. ON SCH O) ASSOCIATION MONTESSORI INTERNATIONALE (AMI) AS ENVISIONED BY DR. MARIA MONTESSORI, IS TO NURTURE THE DEVELOPMENT OF EACH CHILD IN OUR DIVERSE COMMUNITY TO HIS OR HER FULLEST POTENTIAL AN INDEPENDENT, RESPONSIBLE, COMPASSIONATE, LEARNED INDIVIDUAL WHO THINKS CRITICALLY AND REALIZES CLEARLY HIS OR HER ROLE IN THE WORLD. THUS, OUR MISSION IS TO PROVIDE EDUCATION FOR LIFE. 12 12 93 120 0 0 995812 3673389 9769376 10102593 96240 314460 -71960 -22427 10789468 14068015 843275 1049883 0 0 6114933 6476424 0 0 490200 3343738 3551605 10301946 11077912 487522 2990103 27591353 30734157 15674657 15699488 11916696 15034669 X THE MISSION OF MARIN MONTESSORI SCHOOL, IN ADHERENCE TO THE PRINCIPLES OF THE ASSOCIATION MONTESSORI INTERNATIONALE (AMI) AS ENVISIONED BY DR. MARIA MONTESSORI, IS TO NURTURE THE DEVELOPMENT OF EACH CHILD IN OUR DIVERSE COMMUNITY TO HIS OR HER FULLEST POTENTIAL (CONT ON SCH O) AN INDEPENDENT, RESPONSIBLE, COMPASSIONATE, LEARNED INDIVIDUAL WHO THINKS CRITICALLY AND REALIZES CLEARLY HIS OR HER ROLE IN THE WORLD. THUS, OUR MISSION IS TO PROVIDE EDUCATION FOR LIFE. 0 0 8115410 1049883 10105409 EDUCATIONAL PROGRAMS: STUDENTS ENTERING MARIN MONTESSORI SCHOOL WILL ENJOY A PROGRAM UNIQUELY DESIGNED TO MEET THE DEVELOPMENTAL NEEDS OF STUDENTS FROM AGE 18 MONTHS TO GRADE 9 THE SCHOOL SERVES 265 STUDENTS, BEGINNING AT THE TODDLER LEVEL, CHILDREN WILL ENJOY A MONTESSORI EXPERIENCE IN A SMALL GROUP SETTING. THE ENVIRONMENT HAS BEEN CAREFULLY PREPARED TO MEET THE UNIQUE NEEDS OF THIS AGE GROUP. PRIMARY CLASSROOMS OFFER A UNIQUE CLASSROOM STRUCTURE WITH CHILDREN STAYING IN THE SAME CLASS FOR THREE TO FOUR YEARS, UNTIL THEY COMPLETE THE FULL PRIMARY CYCLE, AND ARE READY TO CONTINUE ON TO OUR ELEMENTARY LEVEL. ELEMENTARY LEVEL CHILDREN HAVE BUILT A SOLID FOUNDATION OF SKILLS THAT CAN NOW BE USED TO EXTEND THE ALMOST LIMITLESS HORIZON OF AN ELEMENTARY CLASSROOM. THE FACTORS, COMBINED WITH THE LITERACY AND NUMERACY (CONT ON SCH O) DEVELOPED IN THE PRIMARY CLASSROOMS, NOW FORM THE SPRINGBOARD FOR THE IN-DEPTH RESEARCH AND EXPERIMENTATION WHICH HOLD SUCH AN INTEREST FOR THESE CHILDREN. THE FINAL STAGE OF THE MARIN MONTESSORI SCHOOL EXPERIENCE IS OUR JUNIOR HIGH PROGRAM DESIGNED TO MEET THE NEEDS OF STUDENTS AGED 12-15, THESE SCHOLARS BENEFIT FROM WORKING THE LAND AT THE ST. VINCENTS CAMPUS, AND CONTINUING TO LEARN IN ENVIRONMENTS SPECIALLY PREPARED FOR THESE ADOLESCENT YOUTH. 8115410 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 93 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SAM SHAPIRO 4159245388 5200 PARADISE DRIVE CORTE MADERA CA 94925 CARLA RUMMO CHAIR 4.00 X X 0 0 0 ALIYYA SHELLEY MATTOS VICE CHAIR 4.00 X X 0 0 0 SYLPHIEL YIP TREASURER 4.00 X X 0 0 0 PIA DELEON SECRETARY 4.00 X X 0 0 0 STELLA BEALE DIRECTOR 2.00 X 0 0 0 KATE CAYANNI DIRECTOR 2.00 X 0 0 0 JEFF GOSSETT DIRECTOR 2.00 X 0 0 0 KUNAL KAUL DIRECTOR 2.00 X 0 0 0 KELLY LAUBER DIRECTOR 2.00 X 0 0 0 FRANNIE POPE HOHMAN DIRECTOR 2.00 X 0 0 0 MAGGIE SCHEAR DIRECTOR 2.00 X 0 0 0 ANNA SHIMKO DIRECTOR 2.00 X 0 0 0 SAM SHAPIRO HEAD OF SCHOOL 40.00 X 309181 0 39775 KARL REICHSTETTER DIRECTOR OF FINANCE 32.00 X 137192 0 36277 SIRI PANDAY PRIMARY DIRECTOR 40.00 X 157950 0 32739 CAROLYN WOOLF ASSISTANT HEAD OF SCHOOL 40.00 X 156927 0 61208 BILL SNEED JUNIOR HIGH DIRECTOR 40.00 X 146143 0 19128 TERRENCE DUBOW DIRECTOR OF COMMUNICATIONS 40.00 X 142732 0 22182 LESLIE COHEN KASTNER ADMISSIONS 40.00 X 130941 0 78401 MINIVER WALES DIRECTOR OF EDUCATION 40.00 X 125354 0 44214 EMILY BROCKMAN TEACHER 32.00 X 112754 0 8456 1419174 0 342380 15 0 1 0 HINES BUILDING MANAGEMENT 91 LOST LAKE LANE CAMPBELL CA 95008 FACILITIES MANAGEMENT 226247 CATHOLIC CHARITIES CYO PO BOX 97 MORGAN HILL CA 941223015 JUNIOR HIGH CAMPUS LEASE 207864 2 141356 3532033 29071 3673389 TUITION AND FEES 611600 10102593 10102593 10102593 314460 314460 59430 141356 84673 -25243 -25243 OTHER INCOME 900099 2816 2816 2816 14068015 10105409 0 289217 1049883 1049883 945129 260977 454090 230062 4538630 3626967 751480 160183 171580 144274 24277 3029 405795 374285 27550 3960 415290 307315 83058 24917 32217 1980 16378 13859 44925 44925 98245 53210 43275 1760 75523 74847 676 392863 54216 317177 21470 175118 5521 169597 795935 700423 87553 7959 60211 47546 12550 115 192385 169299 21162 1924 572042 503397 62925 5720 178058 1143 176915 STUDENT ACTIVITIES AND 894329 813349 78069 2911 PARENT ASSOCIATION EXPE 25209 1625 23584 COVID SUPPLIES 14545 2890 11655 11077912 8115410 2472302 490200 132041 296909 550792 475148 12000 1024010 3567754 3903420 143953 144530 93844 77011 20162317 8383648 11758980 11778669 9640015 11692377 1691974 1342083 27591353 30734157 284537 416547 7759942 8160758 6069806 5787715 1560372 1334468 15674657 15699488 X 10776672 10877376 1140024 4157293 11916696 15034669 27591353 30734157 2990103 127870 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1128024 1910896 104127 3143047 1108600 19424 1128024 0.03313 0.96684 0.00000 0 0 1700000 1700000 16567191 6878981 9688210 385399 333664 51735 1509727 1171003 338724 11778669 OPERATING LEASE LIABILITY 1334468 1334468 X 13146002 127870 127870 13018132 1049883 1049883 14068015 10028029 0 10028029 1049883 1049883 11077912 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 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 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 1,049,883. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 1,049,883. 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 RACIALLY NONDISCRIMINATORY POLICY IS POSTED ON THE HOME PAGE OF THE ORGANIZATION'S WEBSITE. THE GATHER 200786 141356 59430 11077 58894 4199 10503 200786 141356 59430 11077 58894 4199 10503 84673 -25243 1 FINANCIAL AID 60 1049883 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: TUITION ASSISTANCE AWARDS ARE MADE TO FAMILIES THAT HAVE APPLIED THROUGH THE SSS (SCHOOL AND STUDENT SERVICES) ONLINE APPLICATION PROCESS. THE TUITION ASSISTANCE COMMITTEE DETERMINES AWARDS, AND A LETTER IS SENT TO THE FAMILY AND ALSO TO THE BILLING DEPARTMENT. NO CASH IS ACTUALLY PAID TO THE FAMILY. INSTEAD, A CREDIT IS APPLIED TO THE STUDENT'S ACCOUNT. X X 0 0 0 0 0 0 0 0 0 SAM SHAPIRO HEAD OF SCHOOL 309181 0 0 0 0 0 16112 0 23663 0 348956 0 0 0 CAROLYN WOOLF ASSISTANT HEAD OF SCHOOL 156927 0 0 0 0 0 7390 0 53818 0 218135 0 0 0 LESLIE COHEN KASTNER ADMISSIONS 130941 0 0 0 0 0 6961 0 71440 0 209342 0 0 0 SIRI PANDAY PRIMARY DIRECTOR 148150 0 0 0 9800 0 7371 0 25368 0 190689 0 0 0 KARL REICHSTETTER DIRECTOR OF FINANCE 137192 0 0 0 0 0 4442 0 31835 0 173469 0 0 0 MINIVER WALES DIRECTOR OF EDUCATION 125354 0 0 0 0 0 7584 0 36630 0 169568 0 0 0 BILL SNEED JUNIOR HIGH DIRECTOR 146143 0 0 0 0 0 7371 0 11757 0 165271 0 0 0 TERRENCE DUBOW DIRECTOR OF COMMUNICATIONS 142732 0 0 0 0 0 7330 0 14852 0 164914 0 0 0 A CA PUBLIC FINANCE AUTHOR 474447476 2015-09-25 8000000 REFINANCE BONDS 0 0 0 A 2212285 8000000 70214 2007305 5922481 2015 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 SAM SHAPIRO HEAD OF SCHOOL PURCHASE RESIDENCE X 300000 144530 0 1 1 144530 44944 TUITION ASSISTANCE TUITION ASSISTANCE X 5 14691 SECURITIES EXCHANGE X 1 6576 REPLACEMENT COST X AIR FILTERS 1 7804 REPLACEMENT COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE DRAFT FORM 990 WAS DISTRIBUTED TO ALL FINANCE COMMITTEE MEMBERS FOR REVIEW AND APPROVAL PER BOARD DIRECTIVE. THE FINANCE COMMITTEE HAS OVERSIGHT AND RIGHT OF APPROVAL FOR THE FORM 990 AND ITS CONTENTS. THE POLICY IS MONITORED THROUGH THE FINANCE COMMITTEE. THE 990 WAS APPROVED AND SENT WITH FULL ENDORSEMENT TO THE BOARD FOR COMMENT. THE BOARD REVIEWS THE FORM, WITH A VOTE AND SECONDED VOTE FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY. EACH BOARD MEMBER IS ASKED ANNUALLY TO SIGN A NEW FORM. THE POLICY IS REVIEWED ANNUALLY TO ENSURE COMPLIANCE, AND DURING THE YEAR, THE BOARD AND COMMITTEES ARE NOT AWARE OF ANY CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: COMPENSATION FOR THE HEAD OF SCHOOL IS SET AT THE TIME OF HIRE ON A MULTI-YEAR CONTRACT AND RE-EVALUATED AT CONTRACT RENEWAL. THE HEAD OF SCHOOLS COMPENSATION WAS REVIEWED BY THE PRESIDENT OF THE BOARD OF TRUSTEES AND THE TREASURER. LINE 15B: SENIOR STAFF COMPENSATION IS DETERMINED BY THE HEAD OF SCHOOL, AND AN ANALYSIS OF COMPARATIVE LOCAL SCHOOLS, USING A SURVEY SUCH AS THE INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION PROVIDES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.