2024-05-10T22:05:18-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 942427732 MARIN HORIZON SCHOOL INC MARI 4153888408 305 MONTFORD AVENUE MILL VALLEY CA 94941 DIANA GREENSTONE DIRECTOR OF FINANCE AND OPERATIONS 4153888408 2024-05-07 1 DIANA GREENSTONE 999009999 1 KATY BROWN P00650274 9257902600 2024-04-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DIANA GREENSTONE 305 MONTFORD AVENUE MILL VALLEY CA 94941 14704226 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. 22 19 127 75 0 0 1972108 2630719 10386508 10542778 372151 374363 111275 130934 12842042 13678794 2105574 2166110 0 0 6676795 7387907 0 62279 444846 3375674 3233349 12158043 12849645 683999 829149 41170495 42935823 25839450 26308762 15331045 16627061 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 11467619 2166110 10569220 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. 11467619 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 0 0 1 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 47 0 1 127 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 19 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 286806 0 122605 SEAN HOW MATH TEACHER, FINANCE 40.00 X 101425 0 11032 JULIA RIPPERTON FIRST GRADE TEACHER (THRU 06/23) 40.00 X 75296 0 10042 TATEM READ CHAIR 4.00 X X 0 0 0 PETER BRYAN VICE-CHAIR 4.00 X X 0 0 0 RYAN STEVER TREASURER 1.00 X X 0 0 0 HANNE BARNES SECRETARY 1.00 X X 0 0 0 ROHIT AGARWAL TRUSTEE 1.00 X 0 0 0 SHARMAN BONUS TRUSTEE (THRU 06/23) 1.00 X 0 0 0 JEN COYNE TRUSTEE 2.00 X 0 0 0 ANDY DAVIES TRUSTEE 1.00 X 0 0 0 JACKIE DONOVAN TRUSTEE (THRU 06/23) 1.00 X 0 0 0 JEFF ESCABAR TRUSTEE 1.00 X 0 0 0 JAROM FAWSON TRUSTEE (THRU 06/23) 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 SEAN HOW 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 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 DIANA R GREENSTONE DIR. OF FINANCE 40.00 X 147147 0 15385 AUBYN B DEMIAN DIR OF MARKETING & COMM 40.00 X 133980 0 17549 KATHLEEN HAZELTON-LEECH PRIMARY HEAD TEACHER 40.00 X 125331 0 22416 BEN FUSSINER DIR. OF UPPER SCHOOL 40.00 X 112210 0 14706 982195 0 213735 11 0 1 0 0 93178 2537541 167291 2630719 TUITION AND ENROLLMENT 611110 10067893 10067893 DAYCARE SERVICES 611110 197077 197077 ENRICHMENT CLASSES 611110 146289 146289 SUMMER SCHOOL 611110 131519 131519 10542778 371330 371330 75350 28544 46806 46806 46806 911700 12679 921346 0 -9646 12679 3033 3033 133228 93178 75542 57686 57686 MISCELLANEOUS 611110 26442 26442 26442 13678794 10569220 0 478855 2166110 2166110 597227 537504 37927 21796 5353610 4949244 194913 209453 175806 162925 6078 6803 755605 708345 23197 24063 505659 465859 19900 19900 2269 2269 50967 50967 62279 62279 42827 42827 34539 31641 2898 47044 47044 378015 57741 320237 37 50145 50145 941835 907030 32160 2645 196532 196532 300836 288872 10597 1367 638147 612765 22480 2902 123686 123686 EDUCATION 310361 310361 DEVELOPMENT 90737 90737 SPECIAL EVENTS 8852 8852 HORIZON CENTER 7958 7958 8599 5735 2864 12849645 11467619 937180 444846 3324774 4300258 1502167 371 599705 896243 4676087 4420880 179945 103074 26459571 8381914 18378433 18077657 7109676 9834785 45137 0 5354571 5302555 41170495 42935823 700239 960700 7376652 8054914 9915118 9522897 1379282 1284937 6468159 6485314 25839450 26308762 X 12003191 12159532 3327854 4467529 15331045 16627061 41170495 42935823 829149 466867 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4111597 1119111 514634 5745342 4192345 3180 300714 384642 4111597 4185845 6500 872205 755650 116555 4192345 4122818 63026 -16614 -23331 6716 4185845 3731962 192300 97480 -128072 26996 4122818 0.77370 0.16210 0.06420 0 0 1328260 1328260 22405791 5866902 16538889 941578 590401 351177 703766 632333 71433 1080176 1292278 -212102 18077657 MARKETABLE SECURITIES 9834785 F 9834785 RIGHT-OF-USE ASSETS 5302555 5302555 CAPITAL DEPOSITS 1001377 LEASE LIABILITIES 5483937 6485314 X 11965268 466867 466867 11498401 42827 2137566 2180393 13678794 10669252 28544 28544 10640708 42827 2166110 2208937 12849645 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, 2023, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE INCOME -28,544. TUITION ASSISTANCE 2,166,110. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBLEASE INCOME 28,544. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,166,110. 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. X X X X X X 1 PATRICIA STIRLING & ASSOCIATES 346 FUNSTON AVE SAN FRANCISCO CA 94118 CAPITAL CAMPAIGN CONSULTANT 0 585158 55541 529617 SK WALLIS CONSULTING LLC 29 HILLCREST CT SAN ANSELMO CA 94960 FOUNDATION GRANTS AND REPORTING CONSULTANT 0 570000 6738 563262 1155158 62279 1092879 ART AUCTION 226406 93178 133228 75542 226406 93178 133228 75542 75542 57686 1 TUITION ASSISTANCE TO ATTEND MARIN HORIZON SCHOOL 81 2166110 FMV TUITION ASSISTANCE TO ATTEND MARIN HORIZON SCHOOL PART I, LINE 2: THE SCHOOL REQUIRES THAT EACH YEAR ALL PARENTS COMPLETE A PARENTS' FINANCIAL STATEMENT (PFS) THROUGH SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID (555), A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), AND SUBMIT SUPPORTING TAX DOCUMENTS TO DEMONSTRATE FAMILY NEED. THE 555 PROGRAM PROVIDES AN OBJECTIVE ANALYSIS OF FAMILY FINANCIAL INFORMATION TO GUIDE THE TUITION ASSISTANCE COMMITTEE IN DETERMINING HOW MUCH A FAMILY CAN 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 286406 0 400 0 0 0 14693 0 107912 0 409411 0 0 0 DIANA R GREENSTONE DIR. OF FINANCE 146747 0 400 0 0 0 6721 0 8664 0 162532 0 0 0 AUBYN B DEMIAN DIR OF MARKETING & COMM 133580 0 400 0 0 0 6628 0 10921 0 151529 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 1678259 4553823 4553823 2045 0 0 0 0 B 799421 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 24880 TUITION ASSISTANCE 34742 TUITION ASSISTANCE X 5 167291 FMV 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REFLECTS 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.