2013-03-21T20:02:52-05:00 2012-06-30 946214841 ARMANINO LLP 12667 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834427 990 2011-07-01 942598891 SAINT MARK'S SCHOOL SAIN 4154728000 39 TRELLIS DRIVE SAN RAFAEL CA 94903 JOSEPH HARVEY 4154728000 2013-03-11 1 LYNN HENLEY P00356034 9257902600 2011 2016-02-25 16:41:14Z JOSEPH HARVEY 39 TRELLIS DRIVE SAN RAFAEL CA 94903 11019112 0 X WWW.SAINTMARKSSCHOOL.ORG X 1979 CA TO OPERATE A COEDUCATIONAL SCHOOL FOR STUDENTS IN KINDERGARTEN THROUGH 8TH GRADES. 22 21 136 80 0 0 1223476 867388 8994835 9586590 141420 160281 180945 174219 10540676 10788478 1288947 1400861 0 0 6622521 6477346 0 0 465507 2522307 2816227 10433775 10694434 106901 94044 17619071 18253508 5845544 6364733 11773527 11888775 X SAINT MARK'S SCHOOL DISCOVERS AND NURTURES WHAT IS FINEST IN EACH CHILD IN A VIBRANT, INCLUSIVE, NON-SECTARIAN LEARNING COMMUNITY. INNOVATIVE AND FULL OF HEART, SAINT MARK'S STRIVES TO DEVELOP WELL-ROUNDED CRITICAL THINKERS IN A CHALLENGING PROGRAM THAT FOSTERS ACADEMIC EXCELLENCE AND RESPONSIBLE WORLD CITIZENSHIP. OUR MEDIA LITERACY PROGRAM, OUR ONE-ON-ONE LAPTOP PROGRAM, AND OUR GLOBAL PARTNERSHIPS WITH ESIBONSWENI, BEJING EXPERIMENTAL SCHOOL #2, AND THE CANAL ALLIANCE REMAIN VIBRANT AND SIGNIFICANT PARTS OF OUR CURRICULUM. SAINT MARK'S ALSO INTRODUCED OUR SOCIAL EMOTIONAL LEARNING PROGRAM THROUGHOUT ALL GRADES WITH RESOUNDING SUCCESS. 0 0 8394208 1400861 9586590 SAINT MARK'S IS AN INDEPENDENT, NON-SECTARIAN, COEDUCATIONAL SCHOOL SERVING 380 STUDENTS IN KINDERGARTEN THROUGH GRADE EIGHT. SAINT MARK'S STUDENTS PARTICIPATE IN A CHALLENGING AND ACTIVE HANDS-ON ACADEMIC PROGRAM, PREPARING THEM FOR SUCCESS IN FUTURE SCHOOLING AND IN LIFE. FOLLOWING GRADUATION, SAINT MARK'S ALUMNI MATRICULATE AT THE EXCELLENT INDEPENDENT, PUBLIC AND PAROCHIAL HIGH SCHOOLS IN THE BAY AREA AND AT BOARDING SCHOOLS AROUND THE COUNTRY. SAINT MARK'S GRADUATES ARE CONSIDERED AMONG THE BEST-PREPARED STUDENTS AT THOSE SCHOOLS. OVER THE PAST SEVERAL YEARS, THE TOP THREE SCHOOLS (BY NUMBER) THAT SAINT MARK'S GRADUATES HAVE ELECTED TO ATTEND ARE THE BRANSON SCHOOL, MARIN CATHOLIC, AND MARIN ACADEMY. THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS ACCREDITS SAINT MARK'S SCHOOL. IN ITS MOST RECENT ACCREDITATION, IN 2007, SAINT MARK'S RECEIVED THE HIGHEST ACCREDITATION TERM POSSIBLE. THE VISITING COMMITTEE COMMENDED ALL CONSTITUENCIES FOR THEIR WORK, PARTICULARLY IN "UPHOLDING AND EXEMPLIFYING THE SCHOOL'S PHILOSOPHY AND PURPOSE."SAINT MARK'S ADMINISTERS THE EDUCATIONAL RECORDS BUREAU (ERB) STANDARDIZED TESTS EACH YEAR, AS DO ALL ACCREDITED INDEPENDENT SCHOOLS IN CALIFORNIA. IN 2007-2008, THE MEDIAN SAINT MARK'S STUDENT WHO TOOK THE ERBS PLACED IN THE 90TH PERCENTILE IN A NATIONAL NORMING POOL IN VERBAL REASONING AND IN THE 94TH PERCENTILE IN THE SAME POOL IN QUANTITATIVE REASONING.SOME NOTABLE SCHOOL ACCOMPLISHMENTS FOR THE 2011-2012 SCHOOL YEAR INCLUDE:GLOBAL EDUCATION - SUPPORT OF AIDS ORPHANS AND TEACHER EXCHANGE AT ESIBONISWENI PRIMARY SCHOOL IN MAPAUTALAND AND MKIZE HIGH SCHOOL IN CAPETOWN, SOUTH AFRICA, AND A TEACHER EXCHANGE WITH BEIJING NO.2 EXPERIMENTAL PRIMARY SCHOOL.ENVIRONMENTAL STEWARDSHIP - RECEIVED WILLIAM H. DONNER GRANT TO IMPROVE CAMPUS SUSTAINABLITY. THE MONIES SUPPORT HIRING A PART-TIME GARDENING TEACHER AND ENERGY EFFICIENT LIGHTING. SOCIAL AND EMOTIONAL LEARNING PROGRAM INSTITUTED THROUGHOUT ALL GRADES. 8394208 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 64 0 1 136 1 0 0 0 0 0 0 0 0 0 0 X 22 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X RHONA LOVETT DIR OF FIN & OPERATIO 4154728000 39 TRELLIS DRIVE SAN RAFAEL CA 94903 DIANE GABIANELLI 40.00 X X 0 0 0 CHRISTOPER TORTO 5.00 X X 0 0 0 KIM WEISS 5.00 X X 0 0 0 DAVID ANDERMAN 6.00 X 0 0 0 JUANCARLOS ARAUZ 2.00 X 0 0 0 VICTOR CASTILLO 2.00 X 0 0 0 AMIE DEWANE 2.00 X 0 0 0 KATHERINE DINH 1.00 X 0 0 0 GIGI DIXON 1.00 X 0 0 0 WENDY EDELEN-CADY 2.00 X 0 0 0 JAY FERGUSON 2.00 X 0 0 0 STEVE GORSKI 2.00 X 0 0 0 BRIAN HANSEN 2.00 X 0 0 0 ERIN HANSEN 2.00 X 0 0 0 KRISTIN KEEFFE 2.00 X 0 0 0 ELSA LESWING 2.00 X 0 0 0 TOM LEVINE 2.00 X 0 0 0 BETSY MCKINNEY 2.00 X 0 0 0 MORRIS NOBLE 2.00 X 0 0 0 EILEEN M O'HARE 2.00 X 0 0 0 CHRISTOPER POWERS 2.00 X 0 0 0 ANDREA SALMI 2.00 X 0 0 0 DANIEL STITZEL 2.00 X 0 0 0 KELLEY WARNER 2.00 X 0 0 0 MARY SHEFT LEAVE OF ABSENCE 11-2011 0.00 X 0 0 0 JOSEPH HARVEY STARTED 7-1-2011 40.00 X X 116193 0 27600 RHONA LOVETT 40.00 X 154530 0 20588 MICHAEL PINCUS 40.00 X 149693 0 23031 MAUREEN KALBUS 40.00 X 136165 0 6683 WENDY LEVINE 40.00 X 114811 0 5704 DAMON KERBY RETIRED 6-30-2011 40.00 X 586765 0 15715 1258157 0 99321 6 1 1 0 0 81900 785488 56867 867388 TUITION AND FEES 611600 9333408 9333408 AUXILIARY SERVICES 611600 253182 253182 9586590 161634 161634 133492 134845 -1353 -1353 -1353 266435 81900 95789 170646 170646 OTHER 900099 3573 3573 3573 10788478 9586590 0 334500 1381661 1381661 19200 19200 411659 12550 361459 37650 4863887 3997125 495175 371587 257603 186472 71131 530480 395458 135022 413717 348162 65555 1200 1200 72669 72669 172454 84704 79778 7972 47159 47159 4825 4825 100146 41647 58499 11688 9935 1403 350 515502 438177 61860 15465 56419 56419 REPAIRS & MAINTENANCE/P 1082781 920364 129934 32483 OTHER EXPENSES 342624 158445 184179 CURRICULUM & FIELD TRIP 324171 324171 ACTIVITIES EXPENSE 55611 55611 28978 28978 10694434 8394208 1834719 465507 300 300 7234753 7408120 277765 27540 335523 306473 158813 206322 8180526 3945197 4420612 4235329 5191305 6069424 17619071 18253508 1052281 1225321 4793263 5139412 5845544 6364733 X 8285166 8291017 303923 371039 3184438 3226719 11773527 11888775 17619071 18253508 X 94044 21204 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3659926 115697 91320 3866943 2797109 608904 435627 181714 3659926 2741508 127166 225511 297076 2797109 3389411 26874 -392005 282772 2741508 0.11680 0.83440 0.04880 0 0 5396139 2222661 3173478 843773 402001 441772 1802523 1239500 563023 138091 81035 57056 4235329 10788478 10694434 94044 21204 21204 115248 9408821 21204 -1381661 -1360457 10769278 19200 19200 10788478 9293573 0 9293573 1400861 1400861 10694434 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: FINANCIAL AID, FACULTY SALARIES, PROFESSIONAL DEVELOPMENT, AND UNRESTRICTED OPERATING EXPENSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2012, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XII, LINE 2D - OTHER ADJUSTMENTS: STUDENT AID/SCHOLARSHIPS -1,381,661. PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN GRANT NETTED AGAINST CONTRIBUTIONS 19,200. PART XIII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID/SCHOLARSHIPS 1,381,661. FOREIGN GRANT NETTED AGAINST CONTRIBUTIONS 19,200. 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 BAY AREA-WIDE NEWSPAPER (ISBOA SCHOOLS), ALL ADMISSIONS INFORMATION, WEBSITE, FINANCIAL ASSISTANCE FORMS. 0 SUB-SAHARAN AFRICA - SOUTH AFRICA 0 0 THE SCHOOL SENDS THIS MONEY TO A SCHOOL IN SOUTH AFRICA FOR FOOD FOR AIDS ORPHANS. 19200 0 0 0 0 0 0 19200 0 19200 SUB-SAHARAN AFRICA - SOUTH AFRICA FOOD FOR AIDS ORPHANS AT A SCHOOL IN SOUTH AFRICA 19200 WIRE 0 1 0 0 0 0 0 0 AUCTION 308588 81900 226688 12759 22362 59455 1 39747 39747 1213 348335 81900 266435 12759 22362 60668 95789 170646 1 TUITION ASSISTANCE 99 1381661 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL ASSISTANCE IS FOR FINANCIAL AID. A COMMITTEE REVIEWS ALL FINANCIAL APPLICATIONS ARE SUBMITTED TO THIRD PARTY, NAIS, USING FORM SSS. X X X X X 0 1 0 0 0 0 0 0 0 RHONA LOVETT 154530 0 0 0 0 0 7853 0 12735 0 175118 0 0 0 MICHAEL PINCUS 149693 0 0 0 0 0 10610 0 12421 0 172724 0 0 0 DAMON KERBY RETIRED 6-30-2011 256713 0 71664 0 258388 0 9212 0 6503 0 602480 0 0 0 PART I, LINE 4B DAMON KERBY, 457(F) $234,388, AND 457(B) $24,000 X 15 52165 FMV X AUCTION ITEMS 4 4702 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS ARE MARRIED TO EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS DISTRIBUTED TO THE BOARD BEFORE IT IS FILED. IT IS ALSO REVIEWED BY THE HEAD OF SCHOOL, BOARD PRESIDENT, AND DIRECTOR OF FINANCE. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL'S CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS AND KEY EMPLOYEES. IT IS REVIEWED BY THE BOARD OF TRUSTEES, SPECIFICALLY THE FINANCE AND DEVELOPMENT COMMITTEES. IF A CONFLICT IS REPORTED BY THE COMMITTEE, IT GOES BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION FOR ADMINISTRATIVE PERSONNEL IS COMPARIED TO 20 PEER SCHOOLS IN THE MARIN-SAN FRANCISCO-EAST BAY AND PENINSULA REGIONS. THE HEAD OF SCHOOL'S SALARY IS REVIEWED BY AN INDEPENDENT CONSULTANT. NAIS STATISTICAL DATA IS USED TO REVIEW THE COMPENSATION OF TOP MANAGMENT OFFICIALS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 COPIES ARE AVAILABLE IN THE OFFICES OF THE HEAD OF SCHOOL AND BUSINESS OFFICES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 21,204. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.