Civic Intelligence

Marin Primary and Middle School

990 • Fiscal year 2016 • EIN 94-2302389

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 21, 2017

Organization Profilempms.org

View Organization Page

20 Magnolia AvenueLarkspur, CA 94939

(415) 924-2608

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.72x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

1.60x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

72nd percentile

11%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$288,932

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

68th percentile

6.8%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$23,714,407

Up $1,501,963 (+6.8%) from 2015

Net Assets

Up

$6,544,496

Up $1,178,892 (+22%) from 2015

Liabilities

Up

$17,169,911

Up $323,071 (+1.9%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin72nd percentile

Revenue

Up

$10,698,188

Up $1,633,266 (+18%) from 2015

Expenses

Up

$9,519,296

Up $274,384 (+3.0%) from 2015

Net Income

Up

$1,178,892

Up $1,358,882 (+755%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2012: $15,148,983Liabilities 2012: $11,743,510Net Assets 2012: $3,405,4732012Assets 2013: $18,190,626Liabilities 2013: $12,594,707Net Assets 2013: $5,595,9192013Assets 2014: $22,052,752Liabilities 2014: $16,507,158Net Assets 2014: $5,545,5942014Assets 2015: $22,212,444Liabilities 2015: $16,846,840Net Assets 2015: $5,365,6042015Assets 2016: $23,714,407Liabilities 2016: $17,169,911Net Assets 2016: $6,544,4962016Assets 2017: $25,371,820Liabilities 2017: $17,948,543Net Assets 2017: $7,423,2772017Assets 2018: $26,817,529Liabilities 2018: $18,469,546Net Assets 2018: $8,347,9832018Assets 2019: $28,015,639Liabilities 2019: $18,492,330Net Assets 2019: $9,523,3092019Assets 2020: $29,389,501Liabilities 2020: $18,802,539Net Assets 2020: $10,586,9622020Assets 2021: $28,662,139Liabilities 2021: $17,285,644Net Assets 2021: $11,376,4952021Assets 2022: $30,151,896Liabilities 2022: $18,300,827Net Assets 2022: $11,851,0692022Assets 2023: $37,269,823Liabilities 2023: $24,446,892Net Assets 2023: $12,822,9312023Assets 2024: $35,804,214Liabilities 2024: $24,304,673Net Assets 2024: $11,499,5412024

Highlighted filing

2016

Assets$23,714,407
Liabilities$17,169,911
Net Assets$6,544,496
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2012: $7,942,8072012Expenses 2013: $8,378,5782013Revenue 2014: $8,702,119Expenses 2014: $8,752,444Net Income 2014: -$50,3252014Revenue 2015: $9,064,922Expenses 2015: $9,244,912Net Income 2015: -$179,9902015Revenue 2016: $10,698,188Expenses 2016: $9,519,296Net Income 2016: $1,178,8922016Revenue 2017: $10,631,147Expenses 2017: $9,752,366Net Income 2017: $878,7812017Revenue 2018: $11,260,578Expenses 2018: $10,335,872Net Income 2018: $924,7062018Revenue 2019: $12,028,348Expenses 2019: $10,853,022Net Income 2019: $1,175,3262019Revenue 2020: $12,025,526Expenses 2020: $10,961,873Net Income 2020: $1,063,6532020Revenue 2021: $11,834,033Expenses 2021: $11,044,500Net Income 2021: $789,5332021Revenue 2022: $11,638,942Expenses 2022: $11,164,368Net Income 2022: $474,5742022Revenue 2023: $13,626,521Expenses 2023: $12,654,659Net Income 2023: $971,8622023Revenue 2024: $12,211,335Expenses 2024: $13,534,725Net Income 2024: -$1,323,3902024

Highlighted filing

2016

Revenue$10,698,188
Expenses$9,519,296
Net Income$1,178,892
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 21, 2017
Return Version
2015v3.0
Gross Receipts
$11,023,052
Mission and Program Overview

Mission

Education of pre, primary and middle school-aged children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,676,841$10,336,114▼ $340,727
Cash and Non-Interest-Bearing Accounts$5,297,522$6,412,088▲ $1,114,566
Accounts Receivable$2,430,975$2,857,888▲ $426,913
Savings and Temporary Cash Investments$2,003,344$1,804,787▼ $198,557
Pledges and Grants Receivable$291,293$393,910▲ $102,617
Prepaid Expenses and Deferred Charges$253,916$222,127▼ $31,789
Inventories for Sale or Use$4,632$3,228▼ $1,404
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$22,212,444$23,714,407▲ $1,501,963
Other Assets Total$1,253,921$1,684,265▲ $430,344
Liabilities
Deferred Revenue$8,381,598$8,843,514▲ $461,916
Mortgage Notes Payable Secured by Investment Property$3,737,450$3,855,142▲ $117,692
Tax Exempt Bond Liabilities$2,906,172$2,483,438▼ $422,734
Accounts Payable and Accrued Expenses$1,094,289$1,216,363▲ $122,074
Other Liabilities$727,331$771,454▲ $44,123
Total Liabilities$16,846,840$17,169,911▲ $323,071
Net Assets / Fund Balance
Unrestricted Net Assets$5,028,489$5,347,841▲ $319,352
Temporarily Rstr Net Assets$213,568$1,073,108▲ $859,540
Permanently Rstr Net Assets$123,547$123,547→ $0
Total Net Assets Fund Balance$5,365,604$6,544,496▲ $1,178,892
Total Liabilities and Net Assets / Fund Balance$22,212,444$23,714,407▲ $1,501,963

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$9,528,560-$9,528,560
Buildings$2,403,071-$2,403,071
Equipment$954,381-$954,381
Other Land Buildings$-2,549,898$2,549,898-
Other Assets Org$172,334--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie ElamHead of SchoolFT$269,557$19,375$288,932
David BrownFinance DirectorFT$149,321$12,972$162,293
Dave DeMartiniMiddle School DireFT$122,931$10,980$133,911
David GotliebTeacherFT$116,754$10,332$127,086
Yukiko MeadowsDevelop DirectorFT$116,875$8,134$125,009
Erin MurphyPrimary DirectorFT$105,075$4,180$109,255

Board Members and Trustees

NameTitle
Sam CrossChairman
Hilary KingPA President
Mark SlavoniaVice Chair
Dan SchlagerTrustee
Jeff PowellTrustee
Jeff RabkinTrustee
Joseph KeeneTrustee
Julie ChaikenTrustee
Karen WhitakerTrustee
Kim Kraemer WatrousTrustee
LeAnn WanningerTrustee
Liz Ranieri KuthTrustee
Lorin CostoloTrustee
Michael SchonTrustee
Mike MojabiTrustee
Nancy ConneryTrustee
Rachel LehmanTrustee
Sloan KleinTrustee
Susan Kan WhitakerTrustee
Maria ForneySecretary
Tanya PetersonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Pfau Architecture IncArchitectural Serv98 Jack London Alley, San Francisco, CA 94107$163,431
Comet Building MaintenanceJanitorial services21 Commercial Blvd 12, Novato, CA 94949$122,375
Revenue and Support

Revenue Composition

Contributions and Grants
$1,681,974
Program Service Revenue
$8,938,875
Investment Income
$-1,655
Other Revenue
$78,994
All Other Contributions
$1,474,919
Change in Net Assets
$1,178,892

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded21$171,787Stock values
Other Non Cash Contri Table1$8,360Fair Market Value
Total Noncash Contributions22$180,147-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,698,188
Revenue Not Reported on Form 990
$158,510
Total Revenue per Audited Statements
$10,856,698
Total Revenue per Form 990
$10,698,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,811,380
Other Expenses$2,707,916
Total Fundraising Expense$467,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,821,271$961,152$305,062$5,087,485
Other Employee Benefits$641,714$109,948$20,295$771,957
All Other Expenses$176,020$181,661$76,922$434,603
Depreciation Depletion$411,223--$411,223
Occupancy$391,284--$391,284
Payroll Taxes$301,766$66,903$17,022$385,691
Interest$319,662$73-$319,735
Pension Plan Contributions$198,734$88,003$9,953$296,690
Current Officers, Directors, Trustees, and Key Employees-$269,557-$269,557
Other Expenses$25,136$106,578$6,641$131,714
Insurance$67,604--$67,604
Advertising-$12,221-$12,221
Total Functional Expenses$7,154,478$1,897,805$467,013$9,519,296

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,677,806
Expenses per Audited Statements$9,519,296
Total Expenses per Form 990$9,519,296
Expenses Not Reported on Form 990$158,510
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$231,947
Fundraising Direct Expenses$152,953
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$433,937$226,882$152,953$73,929
Scrip$5,065$5,065-$5,065
Total Events$439,002$231,947$152,953$78,994
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security deposits$547,600
457B liability$223,854

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Statewide Comm2014-02-01$3,500,000Construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,500,000--$188,000

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 reviewed by Business Manager and officer of Board of Directors.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annual review at board member election meeting.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation determined by committee and review by Human Resource Consultant after reviewing National Association of Independent Schools and comparable schools compensation surveys.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, Conflict of Interest Policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Marin Primary and Middle School
EIN
94-2302389
Phone
4159242608
Address
20 Magnolia Avenue, Larkspur, CA 94939

Signing Officer

Name
David Brown
Title
Finance Director
Signed
2017-04-21
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
0
Employees
72
Volunteers
100

Preparer

Firm
Karen Amoruso CPA
Address
PO Box 1043, Forestville, CA 95436
Preparer
Karen Amoruso
Phone
7075919450
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Fundraising costs reducing income $152954 Bad debts reducing income $3540 Other costs $2016”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Fundraising expenses reducing income $152954 Bad debts reduce income $3540 Other costs $2016”

Raw XML AppendixShowing 400 of 761 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Maria Forney
IRS990/Form990PartVIISectionAGrp/PersonNm3Tanya Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm4Jeff Powell
IRS990/Form990PartVIISectionAGrp/PersonNm5Julie Chaiken
IRS990/Form990PartVIISectionAGrp/PersonNm6Nancy Connery
IRS990/Form990PartVIISectionAGrp/PersonNm7Mike Mojabi
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IRS990/Form990PartVIISectionAGrp/PersonNm9Liz Ranieri Kuth
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IRS990/Form990PartVIISectionAGrp/PersonNm11Rachel Lehman
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IRS990/Form990PartVIISectionAGrp/PersonNm13Mark Slavonia
IRS990/Form990PartVIISectionAGrp/PersonNm14Kim Kraemer Watrous
IRS990/Form990PartVIISectionAGrp/PersonNm15Michael Schon
IRS990/Form990PartVIISectionAGrp/PersonNm16Jeff Rabkin
IRS990/Form990PartVIISectionAGrp/PersonNm17Susan Kan Whitaker
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IRS990/Form990PartVIISectionAGrp/PersonNm19Karen Whitaker
IRS990/Form990PartVIISectionAGrp/PersonNm20LeAnn Wanninger
IRS990/Form990PartVIISectionAGrp/PersonNm21Julie Elam
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IRS990/Form990PartVIISectionAGrp/PersonNm23Dave DeMartini
IRS990/Form990PartVIISectionAGrp/PersonNm24David Brown
IRS990/Form990PartVIISectionAGrp/PersonNm25Yukiko Meadows
IRS990/Form990PartVIISectionAGrp/PersonNm26Erin Murphy
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18PA President
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt22Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt23Middle School Dire
IRS990/Form990PartVIISectionAGrp/TitleTxt24Finance Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Develop Director
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,714,407
Liabilities
$17,169,911
Net assets
$6,544,496
Revenue
$10,698,188
Expenses
$9,519,296
Net income
$1,178,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.8$24.3$11.5$12.2$13.5$1.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$24.4$12.8$13.6$12.7$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$18.3$11.9$11.6$11.2$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.7$17.3$11.4$11.8$11.0$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.4$18.8$10.6$12.0$11.0$1.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$18.5$9.52$12.0$10.9$1.18
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$18.5$8.35$11.3$10.3$0.92
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$17.9$7.42$10.6$9.75$0.88
2016Detailed filing. Detailed filing data is available for this year.$23.7$17.2$6.54$10.7$9.52$1.18
2015Detailed filing. Detailed filing data is available for this year.$22.2$16.8$5.37$9.06$9.24$0.18
2014Detailed filing. Detailed filing data is available for this year.$22.1$16.5$5.55$8.70$8.75$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$12.6$5.60$8.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$11.7$3.41$7.94