2022-05-16T13:20:13-05:00 2021-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-07-01 941567656 MARIN MONTESSORI SCHOOL MARI 4159245388 5200 PARADISE DRIVE CORTE MADERA CA 949252107 SAM SHAPIRO HEAD OF SCHOOL 4159245388 2022-05-16 1 SAM SHAPIRO 999009999 KATY BROWN P00650274 9257902600 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SAM SHAPIRO 5200 PARADISE DRIVE CORTE MADERA CA 949252107 10759175 0 X HTTPS://WWW.MARINMONTESSORI.ORG/ X 1963 CA 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 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 86 250 0 0 900284 2228332 8489505 8439678 58849 31495 -77172 3098 9371466 10702603 1295880 1044539 0 0 5304312 5344464 0 0 341004 2074449 2678844 8674641 9067847 696825 1634756 19962095 24835339 12327188 15270066 7634907 9565273 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 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 7468886 1044539 8443242 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 280 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, COMBINE WITH THE LITERACY AND NUMERACY 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. 7468886 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 86 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 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 DOUG ALEY CHAIR 2.00 X X 0 0 0 SCOTT CULLERTON TREASURER 2.00 X X 0 0 0 FELIX AUYEUNG SECRETARY 2.00 X X 0 0 0 PIA DELEON DIRECTOR 2.00 X 0 0 0 FRANNIE POPE-HOHMAN DIRECTOR 2.00 X 0 0 0 ALIYYA SHELLEY MATTOS DIRECTOR 2.00 X 0 0 0 CARLA RUMMO DIRECTOR 2.00 X 0 0 0 NICK STIRITZ DIRECTOR 2.00 X 0 0 0 THEA THOMPSON DIRECTOR 2.00 X 0 0 0 JAMIE WHITTINGTON DIRECTOR 2.00 X 0 0 0 SAM SHAPIRO HEAD OF SCHOOL 40.00 X 227230 0 21220 DEBORAH SNYDER DIRECTOR OF FINANCE (RES 07/20) 40.00 X 134973 0 6749 LAUREN HAWORTH DIRECTOR OF FINANCE & OPERATIONS 40.00 X 63322 0 3166 JULES LAYMAN DIRECTOR OF PRIMARY 40.00 X 140900 0 7874 CAROLYN WOOLF DIRECTOR OF STRATEGIC INITIATIVES 40.00 X 132466 0 8963 JODI PICKERING JR. HIGH DIRECTOR 40.00 X 119968 0 15242 MINIVER WALES FACULTY/ADMINISTRATION 40.00 X 119962 0 16378 ALLWYN FITZPATRICK FACULTY/ADMINISTRATION 40.00 X 111996 0 15507 1050817 0 95099 13 0 1 0 0 272306 1115922 840104 47106 2228332 TUITION AND FEES 611600 8439678 8439678 8439678 31495 31495 56106 272306 56572 -466 -466 OTHER INCOME 900099 3564 3564 3564 10702603 8443242 0 31029 1044539 1044539 505536 259987 213050 32499 3841143 3326955 293900 220288 155170 148472 1067 5631 506986 466088 20815 20083 335629 302066 20138 13425 72712 72712 39874 39874 16256 16256 422383 49750 368189 4444 81540 8594 72946 642074 601279 24477 16318 17169 17169 237572 175744 54017 7811 512634 461371 30758 20505 STUDENT ACTIVITIES AND 566425 566425 COVID SUPPLIES 46994 19621 27373 OTHER EXPENSES 21383 18998 2385 PARENT ASSOCIATION EXPE 1828 1828 9067847 7468886 1257957 341004 3781094 4636598 2059100 2059305 84779 111541 108628 4143256 141933 141933 86608 188282 19225796 6827521 12780371 12398275 917082 1153649 2500 2500 19962095 24835339 285577 245200 3819912 8160907 6780861 6562606 1440838 301353 12327188 15270066 X 7545228 9405535 89679 159738 7634907 9565273 19962095 24835339 1634756 295610 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1700000 1700000 15877590 5523313 10354277 349040 216290 132750 1299166 1087918 211248 12398275 INTEREST RATE SWAP LIABILITY 301353 301353 X 9953674 295610 295610 9658064 1044539 1044539 10702603 8023308 0 8023308 1044539 1044539 9067847 PART X, LINE 2: THE SCHOOL IS A QUALIFIED NOT-FOR-PROFIT 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, 2020, 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 1,044,539. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 1,044,539. 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 NOV. 2021 328412 272306 56106 9388 15427 2000 29757 328412 272306 56106 9388 15427 2000 29757 56572 -466 1 FINANCIAL AID 58 1044539 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 X 0 0 0 0 0 0 0 0 0 SAM SHAPIRO HEAD OF SCHOOL 227230 0 0 0 0 0 11420 0 9800 0 248450 0 0 0 A CA PUBLIC FINANCE AUTHOR 474447476 2015-09-25 8000000 REFINANCE BONDS 0 0 0 A 1387926 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 141933 0 1 1 141933 X 6 47106 FMV 0 0 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS ADAM GASNER AND JAMIE WHITTINGTON HAVE A FAMILY RELATIONSHIP. 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.