2026-03-31T17:05:26-05:00 2024-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-07-01 942356968 MOUNT TAMALPAIS SCHOOL MOUN 4153839434 100 HARVARD AVE MILL VALLEY CA 94941 ANDREW DAVIS HEAD OF SCHOOL 4153839434 2026-03-19 1 1 MAGA E KISRIEV P01008919 4089988400 2023 2025-03-06 01:10:19Z X ANDREW DAVIS 100 HARVARD AVE MILL VALLEY CA 94941 15022246 0 X WWW.MTTAM.ORG X 1976 CA ELEMENTARY SCHOOL EDUCATION WITH AN EMPHASIS ON ACADEMIC AND SOCIAL DEVELOPMENT. 18 18 80 250 0 0 3139548 3049155 10284282 11401747 316550 498327 60928 14581 13801308 14963810 1427613 1595695 0 0 7494737 8122294 0 0 813763 3142787 3186125 12065137 12904114 1736171 2059696 27403469 32057378 10641067 12397301 16762402 19660077 X AT MOUNT TAMALPAIS SCHOOL WE ENVISION A WORLD WHERE EDUCATION INSPIRES ACTION. WE GET CLOSER TO OUR VISION BY CREATING THE CONDITIONS IN WHICH LEARNING IS REVERSED, AND EDUCATION IS JOYFUL. EVERYTHING WE DO AT MOUNT TAMALPAIS SCHOOL IS WITH OPEN ARMS, HEARTS, AND MINDS. TO THIS END WE LEAD WITH KINDNESS, HONOR CHILDHOOD, PRACTICE ACTIVE INCLUSION, CELEBRATE THE JOURNEY, AND ASK "WHAT'S POSSIBLE?" 0 0 9638542 1595695 11471964 PROGRAM EXPENSES ARE RELATED TO THE OPERATION OF A PRIVATE, CO-EDUCATIONAL SCHOOL FOR APPROXIMATELY 255 STUDENTS IN KINDERGARTEN TO 8TH GRADE. THE SCHOOL FOCUSES ON AN ENVIRONMENT THAT ENCOURAGES THE DEVELOPMENT OF THE WHOLE CHILD. 9638542 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 56 0 1 80 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X JOELLE DODGE 4153839434 100 HARVARD AVENUE MILL VALLEY CA 94941 X TAMARA NEUHAUS PRESIDENT 15.00 X X 0 0 0 JASON PAYNE VICE PRESIDENT 15.00 X X 0 0 0 RYAN MCINERNEY TREASURER 7.00 X X 0 0 0 JOSH CORZINE SECRETARY 7.00 X X 0 0 0 ANN LE TRUSTEE 4.00 X 0 0 0 ANN KOVINSKY TRUSTEE 4.00 X 0 0 0 COREEN HESTER TRUSTEE 4.00 X 0 0 0 DAN HIGGINS TRUSTEE 4.00 X 0 0 0 ELIZABETH SYUFY KELLY TRUSTEE 4.00 X 0 0 0 EMMA JERSBERG TRUSTEE 4.00 X 0 0 0 GRAHAM MANNION TRUSTEE 4.00 X 0 0 0 JACK CHOU TRUSTEE 4.00 X 0 0 0 JASON ROSS TRUSTEE 4.00 X 0 0 0 MEREDITH HERRERA TRUSTEE 4.00 X 0 0 0 NANCY TURNER BERNSTEIN TRUSTEE 4.00 X 0 0 0 SARA MARSHALL TRUSTEE 4.00 X 0 0 0 SEMIL SHAH TRUSTEE 4.00 X 0 0 0 SUSAN WARBURG TRUSTEE 4.00 X 0 0 0 ANDREW DAVIS HEAD OF SCHOOL 40.00 X 368962 0 202405 JOELLE DODGE DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 176161 0 66199 NANCY KEHOE DIRECTOR OF ADVANCEMENT 40.00 X 222540 0 27043 MEAGAN ANDREWS HEAD OF LOWER SCHOOL 40.00 X 149341 0 16064 NICHOLAS WILSEY HEAD OF MIDDLE SCHOOL 40.00 X 139151 0 28194 ROB POTTER TEACHER 40.00 X 130327 0 15070 GERALD GUARRIELLO TEACHER 40.00 X 128208 0 16608 1314690 0 371583 23 0 1 0 BAUER'S INTELLIGENT TRANSPORTATION INC PIER 50 SAN FRANCISCO CA 94158 STUDENT TRANSPORTATION 313278 MICHAEL HEACOCK ARCHITECT INC 129 MILLER AVE 623 MILL VALLEY CA 94941 ARCHITECT 193949 FIRST STUDENT INC 22157 NETWORK PLACE CHICAGO IL 60673 STUDENT TRANSPORTATION 168780 WESSNE'S JANITORIAL INC PO BOX 5414 BERKELEY CA 94705 JANITORIAL 106584 4 28949 3020206 592012 3049155 TUITION & FEES 611600 11401747 11401747 11401747 438440 438440 59887 0 59887 59887 59887 58436 28949 58436 0 MISCELLANEOUS INCOME 611600 70217 70217 LOSS ON ASSET DISPOSAL 900099 -55636 -55636 14581 14963810 11471964 0 442691 1595695 1595695 619460 56636 480505 82319 5921443 4613816 908378 399249 226470 169181 42161 15128 880955 637359 179444 64152 473966 339408 99802 34756 41557 41557 42181 42181 24575 24575 317577 76552 178940 62085 38053 38053 103965 19201 52680 32084 212092 156657 47557 7878 327579 222186 83962 21431 498911 498911 102405 72317 21258 8830 203 203 459168 311319 115970 31879 79099 56643 16656 5800 CURRICULUM DEVELOPMENT 221450 221450 SCHOOL EVENTS 184795 184795 OUTDOOR EDU & FIELDTRIP 106903 106903 AFTER SCHOOL PROGRAMS 86077 86077 339535 213436 77927 48172 12904114 9638542 2451809 813763 1814842 2365664 3983035 4921134 1436990 1532688 4607313 5390215 5923 0 248588 178512 16224432 7428735 7432995 8795697 7846582 8837216 27201 36252 27403469 32057378 1308542 2402378 9332525 9994923 10641067 12397301 X 9548240 12380101 7214162 7279976 16762402 19660077 27403469 32057378 2059696 837979 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4105278 2500 557607 167416 4497969 3834825 435215 164762 4105278 4675262 4571 -689669 154339 3834825 3758152 25907 1035658 145455 4674262 3729244 32803 147627 151522 3758152 0.00111 0.99889 0.00000 0 0 1307434 1307434 11583914 6441939 5141975 1178905 929560 249345 2154179 57236 2096943 8795697 X 14181519 837979 -1595695 -757716 14939235 24575 24575 14963810 11283844 0 11283844 24575 1595695 1620270 12904114 PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE SERVICE CODE SECTION 501(C)(3) AND THE APPLICABLE CALIFORNIA TAX CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENR FINANCIAL AID RECLASSIFIED TO EXPENSES -1,595,695. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT FINANCIAL AID RECLASSIFIED TO EXPENSES 1,595,695. PART V, LINE 4: THE BOARD OF TRUSTEES OF THE SCHOOL HAS INTERPRETED THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE SCHOOL RETAINS IN PERPETUITY GIFTS DONATED TO THE DONOR-RESTRICTED ENDOWMENT FUNDS AT THEIR ORIGINAL VALUE. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT RETAINED IN PERPETUITY CONSISTS OF UNAPPROPRIATED EARNINGS ON DONOR RESTRICTED ENDOWMENT FUNDS WHICH ARE CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS SUBJECT TO PURPOSE RESTRICTIONS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE SCHOOL IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. IN ACCORDANCE WITH UPMIFA, THE SCHOOL CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: THE DURATION AND PRESERVATION OF THE FUND, THE PURPOSES OF THE DONOR RESTRICTED ENDOWMENT FUNDS, GENERAL ECONOMIC CONDITIONS, THE POSSIBLE EFFECT OF INFLATION OR DEFLATION, THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS, OTHER RESOURCES AND THE INVESTMENT POLICIES OF THE SCHOOL. THE SCHOOL'S SPENDING POLICY CALCULATION IS BASED ON 4% OF THE AVERAGE OF THE PREVIOUS 12 QUARTERS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 MOUNT TAMALPAIS SCHOOL PUBLISHED ITS NONDISCRIMINATORY POLICY ON ITS WEBSITE. BIG NIGHT OUT 87385 28949 58436 48262 10174 87385 28949 58436 48262 10174 58436 0 1 TUITION ASSISTANCE 54 1595695 TUITION ASSISTANCE PART I, LINE 2: ALL AWARDS ARE NEED BASED. ALL APPLICANTS FOR FINANCIAL ASSISTANCE MUST APPLY THROUGH SSS (SCHOOL SCHOLARSHIP SERVICE) IN PRINCETON, NEW JERSEY, AN "OUT OF HOUSE" CLEARING ORGANIZATION THAT IS COORDINATED THROUGH NAIS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS). X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ANDREW DAVIS HEAD OF SCHOOL 367714 0 1248 0 0 0 16500 0 185905 0 571367 0 0 0 NANCY KEHOE DIRECTOR OF ADVANCEMENT 221156 0 1384 0 0 0 11120 0 15923 0 249583 0 0 0 JOELLE DODGE DIRECTOR OF FINANCE AND OPERATIONS 174887 0 1274 0 0 0 9216 0 56983 0 242360 0 0 0 NICHOLAS WILSEY HEAD OF MIDDLE SCHOOL 137803 0 1348 0 0 0 7243 0 20951 0 167345 0 0 0 MEAGAN ANDREWS HEAD OF LOWER SCHOOL 147993 0 1348 0 0 0 7400 0 8664 0 165405 0 0 0 PART I, LINE 1A ANDREW DAVIS, HEAD OF SCHOOL, LIVES IN SCHOOL PROVIDED HOUSING AND THE VALUE WAS TREATED AS NONTAXABLE COMPENSATION. 71077 TUITION REMISSION TUITION REMISSION 35539 TUITION REMISSION TUITION REMISSION X 11 592012 FMV AT SALE 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. PART I, LINE 32B: MOUNT TAMALPAS SCHOOL WORKS WITH CHARITABLE ADULT RIDES & SERVICES (CARS), A THIRD PARTY, TO FACILITATE VEHICLE DONATIONS. VEHICLE DONATIONS GO DIRECTLY TO CARS. FORM 990, PART VI, SECTION B, LINE 11B THE SCHOOLS FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. THE FORM 990 IS THEN REVIEWED BY MANAGEMENT OF THE SCHOOL BEFORE IT IS SENT TO THE AUDIT COMMITTEE. THE BOARD HAS DELEGATED THE AUDIT COMMITTEE RESPONSIBILITY TO OVERSEE THE FORM 990 PREPARATION AND FILING PROCESS. THE AUDIT COMMITTEE REVIEWED AND APPROVED THE FORM 990 BEFORE IT IS FILED. THE CHAIR OF THE AUDIT COMMITTEE WILL THEN SHARE THE FORM 990 WITH THE VOTING MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR INFORMATION AND TRANSPARENCY, BUT DOES NOT REQUIRE THEIR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR EACH TRUSTEE IS REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. EACH TRUSTEE MUST DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST OR RELATED ACADEMIC AFFILIATION. THE CHAIR IF THE GOVERNANCE COMMITTEE REVIEWS THE DISCLOSURES AND MAKES A DETERMINATION OF WHETHER AN ACTUAL CONFLICT EXISTS OR IS LIKELY. ANNUALLY THE CHAIR OF THE GOVERNANCE COMMITTEE DESCRIBES TO THE FULL BOARD IN EXECUTIVE SESSION ANY POTENTIAL CONFLICTS. DURING THE COURSE OF THE YEAR, ANY POTENTIAL CONFLICTS THAT MAY ARISE ARE REPORTED TO THE CHAIR OF THE GOVERNANCE COMMITTEE, HEAD OF SCHOOL OR BOARD CHAIR. ONCE A CONFLICT IS DISCLOSED, THE INTERESTED PERSON MAY MAKE A PRESENTATION AT A BOARD MEETING BUT HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE POSSIBLE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE HEAD OF SCHOOLS COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION BY USING OTHER SCHOOL 990'S AND INFORMATION FROM CALISBOA AND NAIS DATA TO TEST HIS COMPENSATION FOR COMPATIBILITY AND FAIRNESS. THE COMPENSATION IS THEN APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). EXPLANATION FOR AMENDED FORM 990: FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II HAVE BEEN AMENDED TO CORRECTLY REPORT BASE COMPENSATION FOR ANDREW DAVIS.