HEAD OF SCHOOL

2012-05-15T12:33:34-05:00 2011-06-30 NASIF HICKS HARRIS & CO LLP 104 WEST ANAPAMU STREET SUITE B SANTA BARBARA CA 93101 990 2010-07-01 237154063 MARYMOUNT OF SANTA BARBARA INC MARY 8055691811 2130 MISSION RIDGE ROAD SANTA BARBARA CA 93103 ANDREW WOODEN HEAD OF SCHOOL 8055691811 2012-05-15 1 SARAH E TURNER 8059661521 X 2010 2016-02-24 21:20:13Z ANDREW WOODEN 2130 MISSION RIDGE ROAD SANTA BARBARA CA 93103 4541008 0 X WWW.MARYMOUNTSB.ORG X 1972 CA OPERATION OF A PRIVATE SCHOOL 15 15 55 15 0 0 295485 221550 3794920 3958759 25372 46397 365929 247854 4481706 4474560 852569 838938 0 0 2683467 2733688 0 15359 276335 1230599 1510897 4766635 5098882 -284929 -624322 9585112 9178019 3278952 3467932 6306160 5710087 MARYMOUNT PREPARES STUDENTS TO ACHIEVE THEIR ACADEMIC, MORAL, PHYSICAL AND CREATIVE POTENTIAL. 0 0 3488990 3675607 OPERATION AND MAINTENANCE OF A PRIVATE SCHOOL 3488990 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 1 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 55 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 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 KRISTIN LINEHAN PRESIDENT 15.00 X X 0 0 0 HILARY DOUBLEDAY FIRST VICE PRESIDENT 15.00 X X 0 0 0 TOM BRENNAN SECOND VICE PRESIDENT 15.00 X X 0 0 0 KIRK BORCHARDT SECRETARY 15.00 X X 0 0 0 DON OAS TREASURER 15.00 X X 0 0 0 KIM BLANKENHORN BOARD MEMBER 15.00 X 0 0 0 LAURA CARL TROIANI BOARD MEMBER 15.00 X 0 0 0 FR TOM ELEWAUT BOARD MEMBER 15.00 X 0 0 0 YVETTE GILLER BOARD MEMBER 15.00 X 0 0 0 RALPH IANNELLI BOARD MEMBER 15.00 X 0 0 0 MARIETTA JABLONKA BOARD MEMBER 15.00 X 0 0 0 PETER MACK BOARD MEMBER 15.00 X 0 0 0 KAMALA PARRIS BOARD MEMBER 15.00 X 0 0 0 LISA TROSINO KANEN BOARD MEMBER 15.00 X 0 0 0 KEN VADNAIS BOARD MEMBER 15.00 X 0 0 0 DANIEL WILLIAMS BOARD MEMBER 15.00 X 0 0 0 TIM PEARSON MIDDLE SCHOOL TEACHER 40.00 X 68359 0 0 ANDREA MCFARLING DIRECTOR OF DEVELOPMENT 40.00 X 87673 0 0 ANDREW SIEGEL MIDDLE SCHOOL TEACHER 40.00 X 67123 0 0 LYN SHIRVANIAN HEAD OF MIDDLE SCHOOL 40.00 X 104403 0 0 GARY MESSINEO PE TEACHER 40.00 X 86491 0 0 DEBORAH DAVID FORMER HEAD OF SCHOOL 40.00 X 175098 0 0 279501 0 0 2 1 1 0 0 221550 221550 TUITION & FEES 611600 3675607 3675607 AUXILIARY ACTIVITIES 611600 283152 283152 3958759 46397 46397 267922 66448 201474 201474 MISCELLANEOUS 611600 46380 46380 46380 4474560 4051536 0 201474 838938 838938 167598 167598 2053332 1518715 409933 124684 324767 239803 73198 11766 187991 110388 68410 9193 15359 15359 237268 139435 97833 44286 44286 109395 68613 13539 27243 196571 191660 4911 569 569 246365 7256 223234 15875 324456 243343 77870 3243 47637 33312 13930 395 SCHEDULE ON FILE 304350 96958 138815 68577 5098882 3488990 1333557 276335 1277061 693048 547639 371558 381487 154578 28689 58671 0 38995 51372 9144511 2908635 6414086 6235876 777903 1428351 119252 184565 9585112 9178019 144383 59123 991012 720978 1659535 2050000 484022 637831 3278952 3467932 X 4686021 4419377 1510067 111546 110072 1179164 6306160 5710087 9585112 9178019 X -624322 28249 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 296788 782786 149519 0 11367 6229 1211497 282328 1000 26573 11082 2031 296788 322483 500 -27058 10000 3596 282329 1.00000 0 0 150000 150000 6744322 1542455 5201867 2250189 1366180 884009 6235876 INTERFUND PAYABLES 184229 ACCRUED EXPENSES 378602 LONG TERM NOTE PAYABLE 75000 637831 4474560 5098882 -624322 -19604 47853 28249 -596073 4522413 47853 47853 4474560 0 4474560 5098882 0 5098882 0 5098882 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. X X X X X 0 CA AUCTION AND GOLF TOURNAMENT 267922 267922 8469 35844 3375 18760 267922 267922 8469 35844 3375 18760 66448 201474 1 FINANCIAL AID 84 717694 FMV NEED-BASED TUITION ASSISTANCE. X 0 0 X X X 0 0 0 0 0 0 0 0 0 DEBORAH DAVID 167598 0 0 0 7500 0 0 0 0 0 175098 0 182683 0 PART I, LINE 1A THE SCHOOL PROVIDES A HOUSING ALLOWANCE FOR THE HEAD OF SCHOOL. X 1 5000 FAIR MARKET VALUE X ITEMS TO AUCTION OFF 7 19913 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: PRIOR PERIOD ADJUSTMENTS: -19,604. UNREALIZED GAIN ON INVESTMENTS 47,853. TOTAL TO FORM 990, PART XI, LINE 5: 28,249. MARYMOUNT OF SANTA BARBARA, INC., DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESSES IN THE CURRENT YEAR.