MARIN MONTESSORI SCHOOL

EIN: 941567656 501(c)(3) Education

CORTE MADERA, CA

Total Revenue
$14,068,015
Total Expenses
$11,077,912
Total Assets
$30,734,157
Net Assets
$15,034,669
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
CA
Principal Officer
SAM SHAPIRO
Phone
4159245388
Tax Period
2023-07-01 to 2024-06-30

MARIN MONTESSORI SCHOOL, founded in 1963, is a mid-sized nonprofit in the Education sector that reported $14.1M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 21% operating margin.

Mission

THE MISSION OF MARIN MONTESSORI SCHOOL, IN ADHERENCE TO THE PRINCIPLES OF THE (CONT. ON SCH O) ASSOCIATION MONTESSORI INTERNATIONALE (AMI) AS ENVISIONED BY DR. MARIA MONTESSORI, IS TO NURTURE THE DEVELOPMENT OF EACH CHILD IN OUR DIVERSE COMMUNITY TO HIS OR HER FULLEST POTENTIAL AN INDEPENDENT, RESPONSIBLE, COMPASSIONATE, LEARNED INDIVIDUAL WHO THINKS CRITICALLY AND REALIZES CLEARLY HIS OR HER ROLE IN THE WORLD. THUS, OUR MISSION IS TO PROVIDE EDUCATION FOR LIFE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,673,389
Program Service Revenue $10,102,593
Investment Income $314,460
Other Revenue $-22,427
TOTAL REVENUE $14,068,015

Expense Breakdown

Grants Paid $1,049,883
Salaries & Benefits $6,476,424
Fundraising Expenses $490,200
Program Expenses $8,115,410
Other Expenses $3,551,605
TOTAL EXPENSES $11,077,912

Year-over-Year Comparison

2023 2022 Change
Revenue $14,068,015 $10,789,468 +0.3%
Expenses $11,077,912 $10,301,946 +0.1%
Net Income $2,990,103 $487,522 +5.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
12
Independent Members
12
Employees
93
Volunteers
120

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$522,425
Total Directors
12
$0
Key Employees
2
$408,824
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARLA RUMMO CHAIR 4.00
Officer Director
$0 $0 $0
ALIYYA SHELLEY MATTOS VICE CHAIR 4.00
Officer Director
$0 $0 $0
SYLPHIEL YIP TREASURER 4.00
Officer Director
$0 $0 $0
PIA DELEON SECRETARY 4.00
Officer Director
$0 $0 $0
STELLA BEALE DIRECTOR 2.00
Director
$0 $0 $0
KATE CAYANNI DIRECTOR 2.00
Director
$0 $0 $0
JEFF GOSSETT DIRECTOR 2.00
Director
$0 $0 $0
KUNAL KAUL DIRECTOR 2.00
Director
$0 $0 $0
KELLY LAUBER DIRECTOR 2.00
Director
$0 $0 $0
FRANNIE POPE HOHMAN DIRECTOR 2.00
Director
$0 $0 $0
MAGGIE SCHEAR DIRECTOR 2.00
Director
$0 $0 $0
ANNA SHIMKO DIRECTOR 2.00
Director
$0 $0 $0
SAM SHAPIRO HEAD OF SCHOOL 40.00
Officer
$309,181 $39,775 $348,956
KARL REICHSTETTER DIRECTOR OF FINANCE 32.00
Officer
$137,192 $36,277 $173,469
SIRI PANDAY PRIMARY DIRECTOR 40.00
Key Emp
$157,950 $32,739 $190,689
CAROLYN WOOLF ASSISTANT HEAD OF SCHOOL 40.00
Key Emp
$156,927 $61,208 $218,135
BILL SNEED JUNIOR HIGH DIRECTOR 40.00
Highest
$146,143 $19,128 $165,271
TERRENCE DUBOW DIRECTOR OF COMMUNICATIONS 40.00
Highest
$142,732 $22,182 $164,914
LESLIE COHEN KASTNER ADMISSIONS 40.00
Highest
$130,941 $78,401 $209,342
MINIVER WALES DIRECTOR OF EDUCATION 40.00
Highest
$125,354 $44,214 $169,568
EMILY BROCKMAN TEACHER 32.00
Highest
$112,754 $8,456 $121,210
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $14,068,015 $11,077,912 $30,734,157 $2,990,103
2023 $10,789,468 $10,301,946 $27,591,353 $487,522
2022 $11,335,831 $9,766,801 $27,187,966 $1,569,030
2021 $10,702,603 $9,067,847 $24,835,339 $1,634,756
2020 $9,371,466 $8,674,641 $19,962,095 $696,825
2019 $9,878,927 $8,626,711 $18,680,626 $1,252,216
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