2023-05-05T10:27:15-05:00 2022-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-07-01 952816435 MARLBOROUGH SCHOOL MARL 3239351147 250 SOUTH ROSSMORE AVENUE LOS ANGELES CA 90004 NICK HERNANDEZ ASSO. HEAD OF FINANCE & ADMIN. 3239351147 2023-05-02 1 NICK HERNANDEZ 999009999 KATY BROWN P00650274 9257902600 2023-05-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JENNIFER CICCARELLI 250 SOUTH ROSSMORE AVENUE LOS ANGELES CA 90004 38034564 0 X WWW.MARLBOROUGHSCHOOL.ORG X 1889 CA MARLBOROUGH SCHOOL IS AN INDEPENDENT, URBAN DAY SCHOOL SERVING A DIVERSE GROUP OF WOMEN. 24 24 323 75 -39931 0 6281995 5164095 26785648 29510300 1923167 1522967 87838 -103795 35078648 36093567 3715351 3818900 0 0 18630150 20076230 31968 46611 1954300 10263264 16882199 32640733 40823940 2437915 -4730373 216323000 203879700 61348000 63066100 154975000 140813600 MARLBOROUGH SCHOOL, FOUNDED IN 1889, IS AN INDEPENDENT, URBAN DAY SCHOOL FOR YOUNG WOMEN. THE SCHOOL DELIVERS A SUPERIOR COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 530 STUDENTS. 0 0 33321500 3818900 29510300 MARLBOROUGH SCHOOL, FOUNDED IN 1889, IS AN INDEPENDENT, URBAN DAY SCHOOL SERVING A DIVERSE GROUP OF YOUNG WOMEN, GRADES 7 THROUGH 12. THE SCHOOL IS LOCATED IN THE HANCOCK PARK AREA OF LOS ANGELES, CALIFORNIA. THE SCHOOL IS COMMITTED TO DELIVERING A SUPERIOR COLLEGE PREPARATORY EDUCATION IN AN ENVIRONMENT IMBUED WITH HIGH ETHICAL VALUES. MARLBOROUGH'S VISION OF THE FUTURE IS A WORLD WHERE EQUITY LEADS EDUCATION. BY CREATING THE CONDITIONS IN WHICH LEARNING SPARKS PURPOSE, MARLBOROUGH BOLDLY SEEKS TO REDEFINE EXCELLENCE AND HELP INSPIRE ITS STUDENTS TO DISCOVER WHO THEY ARE, TO ENGAGE DEEPLY IN THEIR STUDIES, TO EMBRACE THEIR COMMUNITIES, AND TO LEAD LIVES OF PURPOSE. DURING THE 2021-2022 YEAR, THE SCHOOL HAD APPROXIMATELY 530 STUDENTS. 33321500 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 117 0 1 323 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X JOHN AMUSSEN CONTROLLERBUSINESS MANAGER 3239648433 250 SOUTH ROSSMORE AVENUE LOS ANGELES CA 90004 ART OCHOA PRESIDENT 2.00 X X 0 0 0 MISSY MINGST KOLSKY VICE-PRESIDENT 2.00 X X 0 0 0 SALADIN PATTERSON TREASURER 2.00 X X 0 0 0 LAURA BRILL SECRETARY 2.00 X X 0 0 0 MARLA RYAN TRUSTEE 1.00 X 0 0 0 PAULINE BOGHOSIAN TRUSTEE 1.00 X 0 0 0 ROBERT HART TRUSTEE 1.00 X 0 0 0 DOROTHY C KIM TRUSTEE 1.00 X 0 0 0 FRANCINE LANE TRUSTEE 1.00 X 0 0 0 TRACY MALLORY TRUSTEE 1.00 X 0 0 0 JAYE TOELLNER ROGOVIN TRUSTEE 1.00 X 0 0 0 SUSAN SMIDT TRUSTEE 1.00 X 0 0 0 MATTHEW WALDEN TRUSTEE 1.00 X 0 0 0 MICHAEL KONG TRUSTEE 1.00 X 0 0 0 ERAKA BATH TRUSTEE 1.00 X 0 0 0 KATHERINE H BUFORD TRUSTEE 1.00 X 0 0 0 KATHARINE KRIEGER TRUSTEE 1.00 X 0 0 0 ELAINE PAUL SEIDEL TRUSTEE 1.00 X 0 0 0 BRIAN POTIKER TRUSTEE 1.00 X 0 0 0 ALAN BERNSTEIN TRUSTEE (START 07/21) 1.00 X 0 0 0 MALCOLM JOHNSON TRUSTEE (START 07/21) 1.00 X 0 0 0 DOLLY KLOCK TRUSTEE (START 07/21) 1.00 X 0 0 0 ANDREA NELSON MEIGS TRUSTEE (START 07/21) 1.00 X 0 0 0 CATHERINE OHR TRUSTEE (START 07/21) 1.00 X 0 0 0 PRISCILLA SANDS HEAD OF SCHOOL 50.00 X 560618 0 308016 NICOLA HERNANDEZ ASSOC. HEAD OF FINANCE & A 50.00 X 504312 0 60101 SEAN FITTS DIRECTOR OF MIDDLE SCHOOL 50.00 X 223745 0 30234 JEANNETTE WOO-CHITJIAN DIRECTOR OF ADMISSIONS 50.00 X 209061 0 36695 SHEILA PAULEY DIRECTOR OF ATHLETICS 50.00 X 196950 0 22387 MARISA CRANDALL DIRECTOR OF EDUC & COUNSEL 50.00 X 187464 0 30803 JAWAAN WALLACE DIRECTOR OF UPPER SCHOOL INTERIM 50.00 X 187833 0 20362 2069983 0 508598 66 0 1 0 DEL AMO CONSTRUCTION 23840 MADISON STREET TORRANCE CA 90505 CONSTRUCTION SERIVICES 9720063 SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 21093 CATERING SERVICES 932048 PROFESSIONAL SECURITY CONSULTANTS 11454 SAN VICENTE BOULEVARD LOS ANGELES CA 90049 SECURITY SERVICES 599523 TUMBLEWEED PO BOX 49291 LOS ANGELES CA 90049 BUS TRANSPORTATION SERVICES 558011 ABM SERVICES INC PO BOX 52609 LOS ANGELES CA 90074 JANITORIAL SERVICES 505750 21 2395 5161700 320004 5164095 TUITION & FEES 611110 26950000 26950000 AUXILIARY SERVICES 611110 2560300 2560300 29510300 835251 -39931 875182 660000 688400 -28400 -28400 -28400 1858500 1170784 687716 687716 687716 6418 2395 81813 -75395 -75395 36093567 29510300 -39931 1459103 3818900 3818900 1387201 298401 790396 298404 15238739 12770874 1709082 758783 826733 694398 86181 46154 1481160 1164011 221676 95473 1142397 969007 109911 63479 289402 211486 64559 13357 97750 97750 46611 46611 327940 327940 1585399 897221 670285 17893 13690 6046 7640 4 632221 291973 206224 134024 433767 246725 163788 23254 3714088 3348948 292112 73028 128128 90820 31155 6153 152015 87453 47612 16950 683896 615506 54712 13678 5540615 4986554 443249 110812 132478 48668 82728 1082 CURRICULUM AND STUDENT 1729092 1729092 STUDENT TRANSPORTATION 682679 682034 516 129 DONOR AND COMMUNITY REL 229536 229536 SUMMER PROGRAM - CURRIC 228787 228787 280716 134596 140624 5496 40823940 33321500 5548140 1954300 1000 724 29595798 26839476 4326923 2367500 7694622 9357500 20748 33931 543625 498269 150034014 41687914 108307932 108346100 15778671 17643587 49853681 38592613 200000 200000 216323000 203879700 7431200 5662900 23853900 24868900 24487900 26959300 5575000 5575000 61348000 63066100 X 78439600 79635500 76535400 61178100 154975000 140813600 216323000 203879700 X -4730373 -9369427 -61600 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200000 X 0 73546700 843000 -8007100 2478900 63903700 60886700 1306600 13401700 2048300 73546700 49034300 10630300 3400800 2178700 60886700 49997800 2103300 1868300 4935100 49034300 50000100 1216600 2319900 3538800 49997800 0.10440 0.31250 0.58310 1 0 10324137 7726122 18050259 13234692 91496864 29586076 75145480 10375106 9209857 1165249 16877093 2891981 13985112 108346100 INVESTMENTS IN PASS THROUGHS 38592613 F 38592613 X 22515700 -9369427 -3880500 -13249927 35765627 327940 327940 36093567 36677100 0 36677100 327940 3818900 4146840 40823940 PART III, LINE 4: THE SCHOOL POSSESSES TWO SCULPTURES WHICH WERE DONATED TO THE SCHOOL FOR THE PURPOSE OF PUBLIC DISPLAY. PART V, LINE 4: THE SCHOOL INTENDS TO HOLD THE ENDOWMENT FUNDS IN PERPETUITY, USING EARNINGS FROM THE FUNDS TO HELP SUPPORT FINANCIAL AID, EMPLOYEE COMPENSATION, AND STUDENT PROGRAMS AS DESIGNATED BY DONORS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED SCHOOL 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, 2022 THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,818,900. CHANGE IN VALUATION OF SPLIT-INTEREST AGREEMENT -61,600. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,818,900. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PER REV. PROC. 2019-22 A PRIVATE SCHOOL MAY SATISFY THIS REQUIREMENT BY USING ITS INTERNET WEBSITE. MARLBOROUGH SCHOOL PROVIDES A NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS AT THE BOTTOM OF ITS WEBSITE LANDING PAGE AT ALL TIMES. X X X X X 1 GIVECAMPUS INC 99 M ST SE STE 233 WASHINGTON DC 20003 CROWD FUNDING & FUNDRAISING PLATFORM 0 119888 46611 1152207 119888 46611 1152207 CA 1 FINANCIAL AID 117 3818900 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE REVIEW OF POLICIES GOVERNING FINANCIAL AID FOR STUDENTS IN THE SCHOOL. THE FINANCIAL AID COMMITTEE IS RESPONSIBLE FOR RECOMMENDING CHANGES IN POLICY TO THE BOARD FOR ITS CONSIDERATION, AS WELL AS DETERMINING THE DISTRIBUTION OF BUDGETED FINANCIAL AID FUNDS AMONG QUALIFIED APPLICANTS AND AMONG COMPETING NEEDS. THE COMMITTEE REPORTS TO THE BOARD ON A REGULAR BASIS REGARDING THE FINANCIAL AID PROCESS AND AWARD DECISIONS. X X X X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 PRISCILLA SANDS HEAD OF SCHOOL 510786 0 35000 0 14832 0 114800 0 193216 0 868634 0 0 0 NICOLA HERNANDEZ ASSOC. HEAD OF FINANCE & A 402950 0 100000 0 1362 0 42700 0 17401 0 564413 0 0 0 SEAN FITTS DIRECTOR OF MIDDLE SCHOOL 216449 0 0 0 7296 0 13040 0 17194 0 253979 0 0 0 JEANNETTE WOO-CHITJIAN DIRECTOR OF ADMISSIONS 207614 0 0 0 1447 0 17089 0 19606 0 245756 0 0 0 SHEILA PAULEY DIRECTOR OF ATHLETICS 195927 0 0 0 1023 0 9506 0 12881 0 219337 0 0 0 MARISA CRANDALL DIRECTOR OF EDUC & COUNSEL 186899 0 0 0 565 0 11595 0 19208 0 218267 0 0 0 JAWAAN WALLACE DIRECTOR OF UPPER SCHOOL INTERIM 187626 0 0 0 207 0 9867 0 10495 0 208195 0 0 0 PART I, LINE 1A THE SCHOOL FURNISHES AN ON-CAMPUS RESIDENCE TO THE HEAD OF SCHOOL WHERE SHE RESIDES AS A CONDITION OF HER EMPLOYMENT FOR THE SCHOOL'S CONVENIENCE. HOUSECLEANING AND LANDSCAPING SERVICES TO MAINTAIN THE RESIDENCE ARE ALSO PROVIDED. THE APPROXIMATE VALUE OF THESE BENEFITS IS $174,000 AND IS INCLUDED IN COLUMN (D) NONTAXABLE BENEFITS. ALL OF THE AFOREMENTIONED ITEMS ARE NOT TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B PRISCILLA SANDS, HEAD OF SCHOOL, PARTICIPATES IN THE SCHOOL'S SEC. 457(F) DEFERRED COMPENSATED PLAN. DURING THE CALENDAR YEAR 2021 ENDING WITHIN THE 2022 TAX YEAR, $75,000 ACCRUED IN THE SEC. 457(F) PLAN. A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 2020-06-25 33530721 BUILDINGS AND STRUCTURES, RELATED WORKING CAPITAL 0 0 0 A 4223701 31676721 8146000 23530721 2021 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 0 0 0 1 A 0 X 18 306201 FMV X MEALS & BEVERAGES 1 13802 0 0 1 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 THE SCHOOL'S AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FIRST REVIEWS THE FORM 990 IN DETAIL, THEN PRESENTS IT TO THE FULL BOARD OF TRUSTEES. THE 990 IS POSTED TO THE SECURE PORTAL FOR TRUSTEES TO VIEW IN ADVANCE OF THE FULL BOARD DISCUSSION. THE FORM 990 IS ALSO AVAILABLE IN THE HEAD OF SCHOOL'S OFFICE AND THE BUSINESS OFFICE TO BE REVIEWED IN DETAIL BY ANY TRUSTEE. THE DONOR INFORMATION (SCHEDULE B) IS ONLY REVIEWED BY THE HEAD OF SCHOOL, ASSOCIATE HEAD FOR FINANCE AND ADMINISTRATION, CONTROLLER/BUSINESS MANAGER, AND DIRECTOR OF ADVANCEMENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH EMPLOYEE AND EACH MEMBER OF THE BOARD OF TRUSTEES, IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM. ADDITIONALLY, AT LEAST ONCE DURING THE SCHOOL YEAR, THE HEAD OF SCHOOL REMINDS ALL EMPLOYEES OF THE POLICY ALONG WITH A REMINDER TO REPORT ANY GIFTS THAT MAY BE CONSIDERED A CONFLICT OF INTEREST. FINALLY, AT LEAST ONCE A YEAR, THE HEAD OF SCHOOL REPORTS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ON ANY POTENTIAL CONFLICTS AND HOW THEY HAVE BEEN HANDLED. FORM 990, PART VI, SECTION B, LINE 15 FOR THE HEAD OF SCHOOL, AN ANNUAL SAFE HARBORS ANALYSIS IS PERFORMED EVERY YEAR BY A CONSULTANT, WHICH INCLUDES A COMPREHENSIVE COMPARISON OF THE HEAD OF SCHOOL'S OVERALL COMPENSATION PACKAGE TO SIMILAR NATIONAL AND LOCAL SCHOOLS TO ENSURE COMPLIANCE WITH THE IRS'S INTERMEDIATE SANCTIONS RULE. THE SAFE HARBORS ANALYSIS IS REVIEWED BY THE PRESIDENT AND VICE PRESIDENT OF THE BOARD OF TRUSTEES AND SHARED WITH OFFICERS OF THE BOARD AND/OR THE EXECUTIVE COMMITTEE AS NEEDED. FOR KEY EMPLOYEES, SCHEDULES ARE CREATED COMPARING SALARIES OF PERSONS IN SIMILAR POSITIONS AT OTHER SCHOOLS. THIS IS PROVIDED TO THE HEAD OF SCHOOL, WHO THEN DETERMINES COMPENSATION FOR EACH KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ONLY UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF SPLIT-INTEREST AGREEMENT -61,600. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CHARITABLE REMAINDER TRUSTS ( 1 ) INVESTMENTS CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0