2014-11-17T12:38:30-06:00 2014-06-30 770181453 NASIF HICKS HARRIS & CO LLP 104 WEST ANAPAMU STREET SUITE B SANTA BARBARA CA 93101 990 2013-07-01 237154063 MARYMOUNT ACADEMY INC MARY 8055691811 2130 MISSION RIDGE ROAD SANTA BARBARA CA 93103 ANDREW WOODEN HEAD OF SCHOOL 8055691811 2014-11-14 1 SARAH E TURNER P00968346 8059661521 X 2013 2015-11-30 17:44:51Z ANDREW WOODEN 2130 MISSION RIDGE ROAD SANTA BARBARA CA 93103 6801815 0 X WWW.MARYMOUNTSB.ORG X 1972 CA OPERATION OF A PRIVATE SCHOOL 18 18 69 17 0 0 840367 1273901 4383628 4347459 50958 147656 607 1117 5275560 5770133 934687 973474 315020 0 2533153 2960323 0 0 263381 1312056 1169542 5094916 5103339 180644 666794 9466521 10111072 3536056 3355022 5930465 6756050 X OUR MISSION STATEMENT~ MARYMOUNT PREPARES STUDENTS TO FULFILL THEIR ACADEMIC, MORAL, PHYSICAL AND CREATIVE POTENTIAL.~ AN INDEPENDENT SCHOOL WITH A CATHOLIC TRADITION, WE WELCOME FAMILIES OF ALL FAITHS.~ WE CULTIVATE IN EACH STUDENT A LIFELONG PASSION FOR LEARNING AND INSTILL CONFIDENCE, COURAGE, INTEGRITY AND RESPONSIBLE CITIZENSHIP. 0 0 3617215 973474 4348576 OUR STORYBUILDING ON A 75-YEAR TRADITION OF EXCELLENCE, THE EDUCATORS AT MARYMOUNT HAVE CRAFTED A UNIQUE LEARNING EXPERIENCE THAT BLENDS MASTERY OF CORE SUBJECTS WITH ACQUISITION OF THE ESSENTIAL SKILLS STUDENTS NEED TO NAVIGATE AND BE SUCCESSFUL IN A RAPIDLY EVOLVING WORLD.AT ITS HEART, A MARYMOUNT EDUCATION IS STUDENT-CENTERED. IN EVERY LEVEL-FROM JUNIOR KINDERGARTEN TO EIGHTH GRADE-MARYMOUNT STUDENTS LEARN AND GROW IN RESPECTFUL, ENCOURAGING, AND SAFE SURROUNDINGS. WITH A STUDENT-TO-TEACHER RATIO OF EIGHT-TO-ONE, INDIVIDUALIZED ATTENTION, CAREFUL MONITORING OF PROGRESS, AND CONSISTENT COMMUNICATION WITH PARENTS ENSURES THAT EACH STUDENT'S NEEDS AND APTITUDES ARE RECOGNIZED AND ADDRESSED.IN THE CLASSROOM, MARYMOUNT TEACHERS UTILIZE A WELL-THOUGHT-OUT, INQUIRY-BASED APPROACH THAT COMPELS STUDENTS TO PARTICIPATE IN THEIR OWN LEARNING PROCESS. THEY BECOME ADEPT AT CONVERTING INFORMATION INTO KNOWLEDGE, AND KNOWLEDGE INTO UNDERSTANDING. TIME AND AGAIN, RESEARCH HAS PROVEN THAT THIS INVALUABLE SKILL IS THE FOUNDATION FOR HIGH LEVELS OF ACHIEVEMENT IN HIGH SCHOOL, COLLEGE, AND CAREER.IN MANY WAYS, THE INGREDIENTS FOR SUCCESS REMAIN UNCHANGED-RESILIENCE, DETERMINATION, ADAPTABILITY, AND A SOLID GRASP OF THE BASICS. BUT IN TODAY'S WORLD, OUR CHILDREN ALSO MUST KNOW HOW TO WORK SMARTER AND SOLVE MULTI-FACETED PROBLEMS. THEY WILL HAVE TO UTILIZE TECHNOLOGY EFFECTIVELY, EXPRESS THEMSELVES WITH CLARITY AND ELOQUENCE, AND COLLABORATE IN PURSUIT OF COMMON GOALS. IT IS PRECISELY THIS SET OF 21ST CENTURY SKILLS THAT MARYMOUNT'S LEARNING ENVIRONMENT HAS BEEN DESIGNED TO IMPART. THE OUTSTANDING RECORD OF ACCOMPLISHMENT BY OUR GRADUATES IS A TESTAMENT TO ITS EFFICACY.MARYMOUNT'S STUDENT POPULATION OF 219 DURING THE 2013/14 FISCAL YEAR REFLECTS ITS HIGHEST ENROLLMENT IN RECENT YEARS.OUR ACADEMIC PHILOSOPHYMARYMOUNT PROVIDES A RIGOROUS PROGRAM THAT PREPARES STUDENTS TO FULFILL THEIR ACADEMIC POTENTIAL IN HIGH SCHOOL, COLLEGE, AND BEYOND. OUR FACULTY KNOW THEIR DISCIPLINES AND CREATE A CHALLENGING CURRICULUM THAT CONTINUALLY EVOLVES AND IMPROVES. STUDENTS, AS WELL AS TEACHERS, ARE TENACIOUS AND COMMITTED TO EXCELLENCE. STUDENTS ARE ENCOURAGED TO ACQUIRE KNOWLEDGE AND THINK CRITICALLY. INDIVIDUAL ATTENTION ENSURES LEARNING THAT IS SCAFFOLDED SO THAT STUDENTS CAN MEET HIGH EXPECTATIONS AND GAIN EXCELLENT STUDY HABITS AND ORGANIZATIONAL SKILLS. AS A RESULT, MARYMOUNT GRADUATES ARE LEADERS AND HIGH ACHIEVERS, WITH CONFIDENCE, COURAGE, INTEGRITY, AND A LIFELONG PASSION FOR LEARNING.AT MARYMOUNT, WE RECOGNIZE THAT INDIVIDUALS HAVE UNIQUE LEARNING STYLES. OUR LOW STUDENT-TEACHER RATIO ALLOWS US TO GET TO KNOW EACH STUDENT AND EDUCATE THEM IN ENGAGING AND INNOVATIVE WAYS. INFORMED STUDENT-TEACHER DIALOGUE LEADS TO INFORMED STUDENT-TEACHER RISK-TAKING. INSTRUCTORS FIND THE BEST TEACHING METHODS TO SUPPORT STUDENTS' AREAS OF CHALLENGE AND ENCOURAGE THEM TO STRIVE TO THE NEXT LEVEL. WE ARE COMMITTED TO DIFFERENTIATED INSTRUCTION, MULTI-SENSORY INSTRUCTION, PROJECT-BASED LEARNING, AND STANDARDS BASED INSTRUCTION AND ASSESSMENT.MARYMOUNT'S DEDICATION TO PREPARATION EXTENDS BEYOND ACADEMICS TO THE DEVELOPMENT OF THE WHOLE CHILD, FULFILLING THEIR MORAL, PHYSICAL, AND CREATIVE POTENTIAL. TEACHERS COLLABORATE WITH SPECIALISTS IN ART, COMPUTER TECHNOLOGY, DRAMA, LIBRARY SCIENCE, MUSIC, PHYSICAL EDUCATION, RELIGION, AND SPANISH. THIS MULTI-DISCIPLINARY APPROACH TO EDUCATION STIMULATES STUDENTS' CURIOSITY, PROVIDES HEALTHY AVENUES FOR SELF-EXPRESSION, AND BUILDS CRITICAL THINKING AND PROBLEM-SOLVING ABILITIES. THE CAPSTONE EXPERIENCE IS THE MIDDLE SCHOOL ELECTIVE PROGRAM WHEN STUDENTS BENEFIT FROM COURSES IN COMPUTERS, ROBOTICS, COOKING, SCUBA, FINE ARTS AND THEATER ARTS, AND MORE. MARYMOUNT'S HERITAGE AND RELIGIOUS STUDIES PROGRAMS GIVE US A UNIQUE ADVANTAGE IN PROMOTING MORAL AND ETHICAL DEVELOPMENT OF ALL OF OUR STUDENTS IN AN ENVIRONMENT THAT FOSTERS TOLERANCE, CHARACTER, SERVICE TO OTHERS, AND RESPONSIBLE CITIZENSHIP.OUR RAPIDLY CHANGING WORLD COMPELS US TO BE INNOVATIVE, AMBITIOUS, AND DEDICATED TO BECOMING A SCHOOL OF THE FUTURE. IN ORDER TO SERVE THE CHILDREN ENTRUSTED TO US, CREATIVITY, COLLABORATION, INTEGRATED CURRICULUM, COMMUNICATION, PROBLEM-SOLVING, AND INVENTION MUST BE A PART OF EVERY PROGRAM AND EVERY ACTIVITY AT THE SCHOOL. WE ARE DEDICATED TO PROVIDING THE BEST 21ST CENTURY EDUCATION POSSIBLE. 3617215 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 69 1 0 0 0 0 0 1 1 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 1 0 CA X X BETH BROWN ACCOUNTING MANAGER 8055691811 2130 MISSION RIDGE ROAD SANTA BARBARA CA 93101 TOM BRENNAN PRESIDENT 4.00 X X 0 0 0 KIRK BORCHARDT VICE PRESIDENT 3.00 X X 0 0 0 KIM BLANKENHORN VICE PRESIDENT 3.00 X X 0 0 0 DEBBIE BETTENCOURT SECRETARY 3.00 X X 0 0 0 DON OAS TREASURER 3.00 X X 0 0 0 HILARY DOUBLEDAY TRUSTEE 2.00 X 0 0 0 YVETTE GILLER TRUSTEE 2.00 X 0 0 0 RALPH IANNELLI TRUSTEE 1.00 X 0 0 0 PETER MACK TRUSTEE 2.00 X 0 0 0 BOB MALOY TRUSTEE 1.00 X 0 0 0 TERRI NISICH TRUSTEE 1.00 X 0 0 0 KAMALA PARRIS TRUSTEE 1.00 X 0 0 0 VIJAY SHARMA TRUSTEE 1.00 X 0 0 0 BECKY SNYDER TRUSTEE 1.00 X 0 0 0 GEORGE THARAKAN TRUSTEE 2.00 X 0 0 0 ALEX WEATHERS TRUSTEE 1.00 X 0 0 0 DANIEL WILLIAMS TRUSTEE 1.00 X 0 0 0 TERRI DOUGHTY TRUSTEE/MPC 4.00 X 0 0 0 ANNETTE KOWBLANSKY TRUSTEE/MPC 4.00 X 0 0 0 ANDREW WOODEN HEAD OF SCHOOL 40.00 0.00 X 223241 0 0 LYN SHIRVANIAN MIDDLE SCHOOL HEAD 40.00 X 107797 0 0 331038 0 0 2 0 1 0 0 304982 968919 1273901 TUITION & FEES 611600 4287971 4287971 AUXILIARY ACTIVITIES 611600 59488 59488 4347459 67931 67931 990693 150 910222 896 80471 -746 79725 79725 120564 304982 120564 0 MISCELLANEOUS 611600 1117 1117 1117 5770133 4348576 0 147656 973474 973474 2493347 1663067 690730 139550 291346 197143 82006 12197 175630 124854 40646 10130 162370 108735 42273 11362 35338 35338 102212 80642 16680 4890 86950 60861 20592 5497 76200 76200 125678 111601 14077 336563 235577 79707 21279 35155 22052 11111 1992 PROFESSIONAL FEES 34011 34011 TELEPHONE AND INTERNET 30840 10391 19811 638 SMALL EQUIPMENT 24147 9891 1585 12671 EQUIPMENT LEASE EXPENSE 21931 14621 7310 98147 39707 29342 29098 5103339 3617215 1222743 263381 861266 691343 173519 286807 182797 157537 47009 73631 58035 123492 9430680 3643323 5924383 5787357 1930386 2990905 289126 0 9466521 10111072 755549 449453 730507 874165 2050000 2031404 3536056 3355022 X 4136256 4738320 357485 721312 1436724 1296418 5930465 6756050 9466521 10111072 666794 158791 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1436724 1394658 289656 0 84679 3036359 1332272 19249 91004 5801 1436724 1211497 150792 19048 49065 1332272 296788 782786 149519 11367 6229 1211497 282328 1000 26573 11082 2031 296788 0.49560 0.42490 0.07950 0 0 150000 150000 6744321 2050363 4693958 1560745 807800 752945 975614 785160 190454 5787357 5928924 158791 158791 5770133 0 5770133 5103339 0 5103339 0 5103339 990 PART V, LINE 4 PART V, LINE 4: GIFTS TO THE ENDOWMENT ARE AN INVESTMENT IN THE LONG-TERM FINANCIAL HEALTH OF THE INSTITUTION. INCOME FROM EACH OF THE SCHOOL'S ENDOWED FUNDS IS USED TO FUND THE SCHOOL'S PROGRAM IN PERPETUITY. THE PRINCIPAL IS INVESTED FOR LONG-TERM GROWTH TO SERVE PRESENT AND FUTURE GENERATIONS OF STUDENTS. PART X: THERE ARE NO UNCERTAIN TAX POSITIONS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL LITERATURE, CATALOGS AND NEWSPAPER ADVERTISEMENTS DESCRIBE NON DISCRIMINATION POLICY. AUCTION AND GOLF TOURNAMENT 425546 304982 120564 120564 425546 304982 120564 120564 120564 0 1 FINANCIAL AID FOR TUITION 88 973474 FMV NEEDS-BASED TUITION ASSISTANCE X 1 0 X X X X 0 0 0 0 0 0 0 0 0 ANDREW WOODEN HEAD OF SCHOOL 200741 0 0 0 22500 0 0 0 0 0 223241 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES A HOUSING ALLOWANCE FOR THE HEAD OF SCHOOL, THE VALUE OF WHICH IS INCLUDED IN HIS W-2 WAGE STATEMENT. FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURNS ARE REVIEWED BY THE HEAD OF SCHOOL, THE CONTROLLER, AND THE CHAIR OF THE FINANCE COMMITTEE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEES MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS WILL BE INVESTIGATED AND RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS STATISTICAL DATA FROM THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS AND THE NATIONAL ASSOCIATION OF INDEPEPENDENT SCHOOLS AND THEN DETERMINES THE SALARY FOR THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 18 THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: MARYMOUNT OF SANTA BARBARA, INC. DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESSES IN THE CURRENT YEAR.