HEAD OF SCHOOL

2013-05-14T17:19:50-05:00 2012-06-30 770181453 NASIF HICKS HARRIS & CO LLP 104 WEST ANAPAMU STREET SUITE B SANTA BARBARA CA 93101 990 2011-07-01 237154063 MARYMOUNT OF SANTA BARBARA INC MARY 8055691811 2130 MISSION RIDGE ROAD SANTA BARBARA CA 93103 ANDREW WOODEN HEAD OF SCHOOL 8055691811 2013-05-14 1 SARAH E TURNER P00968346 8059661521 X 2011 2016-02-25 16:41:14Z ANDREW WOODEN 2130 MISSION RIDGE ROAD SANTA BARBARA CA 93103 4797672 0 X WWW.MARYMOUNTSB.ORG X 1972 CA OPERATION OF A PRIVATE SCHOOL 17 17 85 17 0 0 221550 397736 3958759 3910291 46397 61507 247854 353281 4474560 4722815 838938 765106 0 0 2733688 2866544 15359 0 270372 1510897 1222145 5098882 4853795 -624322 -130980 9178019 9186830 3467932 3497747 5710087 5689083 MARYMOUNT PREPARES STUDENTS TO ACHIEVE THEIR ACADEMIC, MORAL, PHYSICAL AND CREATIVE POTENTIAL. 0 0 3329111 3755690 OPERATION AND MAINTENANCE OF A PRIVATE SCHOOL 3329111 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 0 1 20 0 1 85 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 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 BECKY SNYDER BOARD MEMBER 8.00 X 0 0 0 HILARY DOUBLEDAY PRESIDENT 16.00 X X 0 0 0 TOM BRENNAN FIRST VICE PRESIDENT 8.00 X X 0 0 0 KIRK BORCHARDT SECRETARY 8.00 X X 0 0 0 DON OAS TREASURER 8.00 X X 0 0 0 KIM BLANKENHORN BOARD MEMBER 8.00 X 0 0 0 LAURA CARL TROIANI BOARD MEMBER 8.00 X 0 0 0 TERRI NISICH BOARD MEMBER 8.00 X 0 0 0 YVETTE GILLER SECOND VICE PRESIDENT 8.00 X X 0 0 0 RALPH IANNELLI BOARD MEMBER 8.00 X 0 0 0 DEBBIE BETTENCOURT BOARD MEMBER 8.00 X 0 0 0 PETER MACK BOARD MEMBER 8.00 X 0 0 0 KAMALA PARRIS BOARD MEMBER 8.00 X 0 0 0 LISA TROSINO KANEN BOARD MEMBER 8.00 X 0 0 0 KEN VADNAIS BOARD MEMBER 8.00 X 0 0 0 DANIEL WILLIAMS BOARD MEMBER 8.00 X 0 0 0 CECE BORCHARDT BOARD MEMBER 8.00 X 0 0 0 GEORGE THARAKAN BOARD MEMBER 8.00 X 0 0 0 ANDREW WOODEN HEAD OF SCHOOLS 40.00 X 215938 0 0 LYN SHIRVANIAN HEAD OF MIDDLE SCHOOL 40.00 X 112254 0 0 328192 0 0 2 0 1 0 0 397736 397736 TUITION & FEES 611600 3755690 3755690 AUXILIARY ACTIVITIES 611600 154601 154601 3910291 61507 61507 383494 74857 308637 308637 MISCELLANEOUS 611600 44644 44644 44644 4722815 4016442 0 308637 765106 765106 208438 208438 2113406 1546047 434128 133231 363353 250884 100230 12239 181347 121789 48858 10700 151682 100032 38839 12811 51008 51008 110006 68478 14552 26976 74816 74816 806 806 154945 9919 124074 20952 324581 243435 77899 3247 48375 30737 15015 2623 SCHEDULE ON FILE 305926 117868 140465 47593 4853795 3329111 1254312 270372 693048 469244 371558 573160 154578 104349 58671 80571 51372 140154 9024181 2994800 6235876 6029381 1428351 1530155 184565 259816 9178019 9186830 59123 26580 720978 754530 2050000 2050000 637831 666637 3467932 3497747 X 4419377 4084919 111546 271892 1179164 1332272 5710087 5689083 9178019 9186830 X -130980 109976 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1211497 150792 19048 49065 1332272 296788 782786 149519 11367 6229 1211497 282328 1000 26573 11082 2031 296788 322483 500 -27058 10000 3596 282329 0 0 150000 150000 6744321 1711063 5033258 2129860 1283737 846123 6029381 INTERFUND PAYABLES 259858 ACCRUED EXPENSES 406779 666637 4722815 4853795 -130980 -3265 75000 38241 109976 -21004 4709934 -3265 -9616 -12881 4722815 0 4722815 4853795 0 4853795 0 4853795 PART XI, LINE 8 - OTHER ADJUSTMENTS: CORP BOND COST ADJUSTMENT -9,616. PRIOR YEAR UNREALIZED GAINS ON INVESTMENTS 47,857. TOTAL TO SCHEDULE D, PART XI, LINE 8: 38,241. 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 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 ALL LITERATURE, CATALOGS AND NEWSPAPER ADVERTISEMENTS DESCRIBE NON DISCRIMINATION POLICY. AUCTION AND GOLF TOURNAMENT 383494 383494 8428 41303 1500 23626 383494 383494 8428 41303 1500 23626 74857 308637 1 FINANCIAL AID 75 608951 FMV NEED-BASED TUITION ASSISTANCE. X 0 0 X X X 0 0 0 0 0 0 0 0 0 ANDREW WOODEN 208438 0 0 0 7500 0 0 0 0 0 215938 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES A HOUSING ALLOWANCE FOR THE HEAD OF SCHOOL. X EQUIPMENT 1 10965 FAIR MARKET VALUE X TRIP TO NEW YORK 1 5000 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD HAS A CHANCE TO REVIEW DRAFT COPIES OF THE TAX RETURN BEFORE IT IS FINALIZED. 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -3,265. PRIOR PERIOD ADJUSTMENTS: 75,000. CORP BOND COST ADJUSTMENT -9,616. PRIOR YEAR UNREALIZED GAINS ON INVESTMENTS 47,857. TOTAL TO FORM 990, PART XI, LINE 5: 109,976. MARYMOUNT OF SANTA BARBARA, INC., DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESSES IN THE CURRENT YEAR.