2011-05-09T18:19:51-05:00 2010-06-30 Armanino McKenna LLP 12667 Alcosta Boulevard Suite 500 San Ramon CA 945834427 990 2009-07-01 941186189 Marin Academy MARI 4154534550 1600 Mission Avenue San Rafael CA 94901 michael joyce 4154534550 2011-05-06 1 BARBARA CYPHERS 9257902600 2009 2016-02-24 21:20:13Z travis brownley 1600 Mission Avenue San Rafael CA 94901 16771418 0 X www.ma.org X 1971 CA Independent, co-educational, college preparatory high school located in san rafael, california. 24 21 161 350 0 0 2145922 2671021 13100049 13530625 528937 353279 115292 149513 15890200 16704438 1985183 2340483 0 8708284 9053790 0 843787 4779067 4827513 15472534 16221786 417666 482652 55904467 57178886 19568709 19415603 36335758 37763283 Mission Statement: Marin Academy asks every individual to think, question, and create in an environment of encouragement and compassion, and challenges each person to accept the responsibilities posed by education in a democratic society.School ProfileMarin Academy is an independent, coeducational, college preparatory high school, located in San Rafael, California.It is a school which seeks to balance its commitment to providing an outstanding academic curriculum alongside a variety of challenging experiences - among them athletics, outdoor education, and service learning - when, taken as a whole, constitute a Marin Academy education.The MA community is based on respect and trust, where students and teachers relate to each other as individuals as they encourage each other to "think," "question" and "create." The Marin Academy graduate is a self-directed, lifelong learner who approaches the world with sensitivity, creativity, passion, confidence and a strong sense of purpose. 0 0 12104650 2340483 13530625 Marin Academy is a co-educational, independent high school serving grades 9-12. The school enrolls approximately 400 students each year. The School's curriculum is rigorous college preparatory with highly developed requirements in all academic areas. The academic program is well developed and broad in scope, offering 110 courses including more than 60 electives across all disciplines with Honors offerings in every department. Recognizing that participation in the arts has a direct, positive impact on students' academic work, Marin Academy is one of few schools in the country with a two-year arts requirement for all students. With 32 full-time courses in the arts, students take advantage of opportunities in music, dance, and theater, and explore media such as filmmaking and animation, digital music, photography, videography, and multimedia.The average class size is 15. Marin Academy's co-curricular programs include an ambitious outdoor education program, a service learning program, a required week of experiential education each spring, and a highly-developed interscholastic athletic program. The school also supports the need for ongoing growth and challenges for its students through a number of special programs including: independent study, senior projects, international studies, and study abroad. 12104650 1 1 0 0 0 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 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 81 0 1 161 1 0 0 0 0 0 1 1 0 0 0 0 0 24 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Michael Joyce CFO 4154823213 1600 Mission Avenue San Rafael CA 94901 Travis brownley 40.00 X X 254720 0 25949 pam keon 2.00 X X 0 0 0 barry neal 2.00 X X 0 0 0 seth barad 2.00 X X 0 0 0 ann mathieson 2.00 X 0 0 0 barbara waxman 2.00 X 0 0 0 braden more 2.00 X 0 0 0 emilie munger ogden 2.00 X 0 0 0 gray boyce 2.00 X 0 0 0 jeff chanin 2.00 X 0 0 0 jefferson coombs 2.00 X 0 0 0 juan carlos arauz 2.00 X 0 0 0 lawrie mott 2.00 X 0 0 0 michael parish 2.00 X 0 0 0 mitch cohen 2.00 X 0 0 0 nancy saarman 2.00 X 0 0 0 nicole stanton 40.00 X 81691 0 14647 patrick bennett 2.00 X 0 0 0 paul simpson 2.00 X 0 0 0 philip ouyang 2.00 X 0 0 0 rebecca nelson sylla 2.00 X 0 0 0 rosemary morgan 2.00 X 0 0 0 stuart lum 2.00 X 0 0 0 trixie sabundayo 40.00 X 80291 0 14563 michael joyce 40.00 X 202375 0 23548 anna heidinger 40.00 X 162578 0 19500 joe harvey 40.00 X 130062 0 19209 lynne hansen 40.00 X 130062 0 19209 jennifer blake 40.00 X 126810 0 18706 william henley 40.00 X 126810 0 17354 1295399 0 172685 7 0 1 0 michael's transportation 2029 bennington drive vallejo CA 94591 transportation services 328448 building care systems 60 leveroni court suite 200A novato CA 94949 cleaning services 211652 epicurean group 111 Main Street Suite 3 Los Altos CA 94022 catering services 115383 3 113000 2558021 61240 2671021 tuition 611600 12936300 12936300 transportation 611710 215357 215357 student program servic 611710 181698 181698 mini-course fees 611710 139080 139080 testing & deposits ret 611710 58190 58190 13530625 353279 353279 50337 50337 50337 50337 149391 113000 53927 95464 95464 16765 13053 3712 3712 16704438 13530625 0 502792 2340483 2340483 697784 191192 506592 6588163 4532302 1551143 504718 412270 264168 122251 25851 841360 592304 202861 46195 514213 350213 135664 28336 99255 99255 7035 7035 30500 30500 625 625 49121 42593 5742 786 144234 18301 125933 168187 95666 68863 3658 159250 132992 26258 7745 7745 133387 76634 56753 410010 355520 47930 6560 1249425 1077062 151612 20751 184603 158716 22958 2929 facilities 759484 658548 88784 12152 educational 346292 322028 24264 transportation 317506 317506 student activities 262923 262923 miscellaneous 243077 78946 124471 39660 254854 254854 16221786 12104650 3273349 843787 4459210 3893422 5280250 6391571 875107 1468543 2405232 2156807 17704 11527 161331 308648 41860882 8395133 34553165 33465749 7562853 8940503 589615 542116 55904467 57178886 1127524 1053460 7705185 8058143 10736000 10304000 19568709 19415603 X 27525326 27310311 690145 1862695 8120287 8590277 36335758 37763283 55904467 57178886 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8289929 642490 1253319 402412 9783326 9869147 144805 -1513106 210917 8289929 0.12190 0.87810 0.00000 0 0 3050425 3050425 37576638 7628250 29948388 1233819 766883 466936 33465749 16704438 16221786 482652 944873 944873 1427525 15375808 944873 66980 1011853 14363955 2340483 2340483 16704438 13948283 66980 66980 13881303 2340483 2340483 16221786 Part V, Line 4: Description of Intended Use of Endowment Funds: I.Endowed Faculty Awards A.Edward E. Ford Foundation Fellowship Restrictions: Income from fund is restricted for use by Marin Academy for faculty professional development expenses, i.e. conference and workshop fees, travel costs to and from professional development activities, and other costs associated with professional training. Faculty must submit a proposal of training, travel and program objectives to the school's E.E. Ford Foundation Committee. Proposals should be based upon the academic objectives established and announced by the Committee. One or two scholars are selected each year for the award. B.Haas Endowment Challenge Fund Restrictions: Income from the fund is restricted for use by Marin Academy to benefit the faculty for professional development. C.Evelyn Flory Endowment Fund Restrictions: Income from the fund is restricted for use by Marin Academy to support faculty development activities that help Marin Academy achieve its cultural diversity goals. D.Endowment for Faculty Support Income from the fund supports compensation for MA faculty. E.McEvoy Faculty Sabbatical Fund Established in 2005, provides half-year sabbatical funding for faculty members serving the Marin Academy community for at least seven years. This sabbatical is designed to be restorative and personal: there are no restrictions or stipulations regarding use. Recipients must return for a full (full-time) year of service at MA after taking their sabbatical. F.Thoreau Sabbatical Made possible by a gift from a Marin Academy family, the Henry David Thoreau Chair represents the first endowed faculty chair for the school. Through interdisciplinary curriculum development, teaching, and mentoring the student community, the Thoreau Chair seeks to support an education program at MA that recognizes citizenship in today's world rests on a deep ecological understanding. II.Endowed Student Awards A.Matthew Clifford Endowment Fund Established in memory of former student Matthew Clifford. Income from the fund is restricted for use by Marin Academy to recognize a student each year that meets the following criteria: 1)recipient must have established financial need; 2)demonstrated willingness to serve the school community enthusiastically and a caring and supportive attitude in their relationship with fellow students; 3)tries to excel to make the best of his or her academic opportunities; 4)an active participant in the extra-curricular life of the school (arts, athletics, outings, etc.); 5)a person of obvious integrity and citizenship. Student selection is made by a committee of school faculty and administrators. Funds are used to supplement student's need-based aid. B.Danielle Plumb Zumbrun (DPZ) Endowment Fund Established in memory of former student Danielle Plumb Zumbrun. Income from the fund is restricted for use by Marin Academy to support a leadership-training program for outstanding students in the Outings Program. Funds are awarded to students to help pay for a wilderness experience or outdoor leadership training not available through Marin Academy's outings curriculum. Students are selected by a committee of faculty and the Head. C.Headmaster's Cup Endowment Fund Established to honor Marin Academy's first Headmaster, William McCluskey. Funds were donated to support student activities at Marin Academy. Each year, the school recognizes a graduating senior who demonstrates the attitudes of mind and character that Marin Academy aims to foster. D.Endowment for Awards of Special Financial Aid Income from the fund is restricted for use by Marin Academy to provide financial support for students to cover the incidental costs of outings, field trips, sports equipment and other programs. E.Bodie Brizendine Scholarship Fund This endowed fund provides need-based financial assistance to students who would otherwise not be able to attend Marin Academy. F.The Carol L. Morse Scholarship This fund was established in 2006 by the family of former trustee and alumni parent, Carol Morse, in her memory. The Morse Scholarship provides need-based tuition assistance to an underrepresented student who would not otherwise be able to attend Marin Academy. G.Scholarship Fund Honoring MA Faculty Need-based financial assistance for an underrepresented student each year. III.Other Programs A.Literary Festival Fund Income from the fund is restricted for use by Marin Academy to support the speaking fees, stipends and program costs of the school's annual Literary Festival. B.James F. Thacher Endowment The James F. Thacher Endowment underwrites the Thacher Lecture Series, enabling Marin Academy to bring a prominent cultural, political, academic or social leader to the campus each year to enlarge the experience of M.A. students, their families, and the Bay Area community. Funds are used for speaker honoraria, travel expenses and event expenses. C.Endowment Fund for Crossroads and Community Partnership Income from the fund is restricted for support of the school's Crossroads Program and other community partnerships. As a school that seeks to cultivate diversity in all aspects of school life, the Endowment for Crossroads and Community Partnership will affirm and strengthen our public responsibility to the broader community. D.General Endowment Fund Income from the fund can be used for expenses at the discretion of the school. Part X: Description of Uncertain Tax Positions Under FIN 48: THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2010, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. Part XII, Line 2d - Other Adjustments: cost of goods sold - netted with revenue: 13053. special event expenses: 53927. Part XII, Line 4b - Other Adjustments: financial aid: 2340483. Part XIII, Line 2d - Other Adjustments: cost of goods sold - netted with revenue: 13053. special event expenses: 53927. Part XIII, Line 4b - Other Adjustments: financial aid: 2340483. 1 1 1 The nondiscriminatory policy is published in the SF Chronicle each year with a list of other bay area schools. The policy is also on the school website and in admissions materials. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 market night 262391 113000 149391 12981 40946 262391 113000 149391 12981 40946 53927 95464 1 financial aid/scholarships 93 2340483 fmv financial aid/scholarships Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Financial aid is awarded by the admissions office to MA students with demonstrated financial need. The admissions office retains records to substantiate the awards. Awards are reviewed by the Business Office and Head of School. X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Travis brownley 247520 0 0 0 7200 0 0 0 25949 0 280669 0 0 0 michael joyce 202375 0 0 0 0 0 0 0 23548 0 225923 0 0 0 anna heidinger 162578 0 0 0 0 0 0 0 19500 0 182078 0 0 0 Part I, Line 1a Marin Academy shall reimburse the Head for reasonable out-of-pocket expenses incurred in connection with Marin Academy's business, including costs of School functions at the Head's house, and travel expenses, food and lodging while away from home, subject to submission of satisfactory documentation to the Board of trustees or its designees and such policies as Marin academy may from time to time reasonably established for its employees. Reasonable out-of-pocket expenses to be reimbursed, in the sole discretion of the Board of Trustees or its designee, may include travel costs of a companion if and when accompanying the Head on School-related business, i.e., if a companion's presence is required as a condition of the Head's employment due to School-related business necessity. The value of the housing is excluded under Section 119(d). ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 Noneavail 2006-06-07 8300000 to finance and refinance certain renovations 0 0 8300000 8300000 2007 0 0 1 1 0 0 1 0 0 0.03000 0.00000 0.03000 1 1 0 0 0 0 1 Stuart Lum Trustee of Marin Academy 392969 interested person is also a trustee of the bank that holds a portion of school's tax-exempt debt. Transaction amount represents interest paid on debt held by bank during the 2009-10 fiscal year. 0 X 5 61240 fmv 0 1 0 Form 990, Part VI, Section B, line 11 The completed Form 990 is reviewed by the school's Audit Committee. The return is made available to the entire governing body before being filed. Form 990, Part VI, Section B, line 12c All officers, directors, trustees, and key employees are required to disclose, at least annually, relationships that could give rise to conflicts. Reporting is done at several times during the fiscal and academic year. Each fall (September) trustees, officers, and key employees disclose any known or suspected conflicts on a written Conflict of Interest Disclosure Form. Forms are collected at a regularly scheduled Board meeting and reviewed (by the audit chair) to identify conflicts. Additionally, several times during the year, trustees are polled at the start of board discussions that relate to executive compensation and other Board matters that might present conflicts of interest. Trustees are polled at the start of these discussions to declare any known or suspected conflicts. Declarations are noted in the Board minutes. Form 990, Part VI, Section B, line 15 The school has created a compensation committee, composed of trustees who have no conflict with respect to compensation and assisted by the school's independent legal counsel, to review executive pay and compensation. Annually, the committee reviews comparable executive salary and compensation data for the school's Head of School and Chief Financial Officer positions. The committee reviews compensation data from independent school databases for National, California, and Bay Area schools. Recommendations for HOS and CFO compensation, with supporting documentation, are presented annually to the governing Board for review and approval, as appropriate. Form 990, Part VI, Section C, line 19 The school makes its governing documents, conflict of interest policy, and audited financial statements available to the public primarily on a by-request basis. Documents and statements are available for viewing in the school's business office. Public inspection copies of the school's audited financial statements are also posted online at Guidestar.com. FORM 990, PART XI, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. Form 990, Part I, Line 6 Number of Volunteers The school's parents association members volunteer at various school events and functions throughout the year. Approximately 350 parents donate time to these activities each year.