2012-03-05T20:28:59-06:00 2011-06-30 ARMANINO MCKENNA LLP 12667 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834427 990 2010-07-01 942598891 SAINT MARK'S SCHOOL SAIN 4154728000 39 TRELLIS DRIVE SAN RAFAEL CA 94903 JOSEPH HARVEY 4154728000 2012-03-05 1 LYNN HENLEY 9257902600 2010 2016-02-24 21:20:13Z DAMON KERBY 39 TRELLIS DRIVE SAN RAFAEL CA 94903 10624521 0 X WWW.SAINTMARKSSCHOOL.ORG X 1980 CA TO OPERATE A COEDUCATIONAL SCHOOL FOR STUDENTS IN GRADES KINDERGARTEN THROUGH 8TH GRADE. 24 23 120 80 0 0 831606 1223476 8300402 8994835 745796 141420 305848 180945 10183652 10540676 1174742 1288947 0 0 6090520 6622521 0 0 528080 2443173 2522307 9708435 10433775 475217 106901 17341796 17619071 6397114 5845544 10944682 11773527 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 MARKS ALSO INTRODUCED OUR SOCIAL EMOTIONAL LEARNING PROGRAM THROUGHOUT ALL GRADES WITH RESOUNDING SUCCESS. 0 0 7962378 1288947 8994835 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 2010-2011 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. 7962378 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 1 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 50 1 1 120 1 0 0 0 0 0 0 0 0 0 0 X 24 23 0 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 DAMON KERBY 40.00 X X 252104 0 52536 DIANE GABIANELLI 10.00 X X 0 0 0 ANDREA SALMI 2.00 X X 0 0 0 KIM WEISS 2.00 X X 0 0 0 JAY FERGUSON 2.00 X X 0 0 0 ANGIE COHEN 3.00 X 0 0 0 LISA BECKER 2.00 X 79411 0 14059 JUANCARLOS ARAUZ 2.00 X 0 0 0 RONA ASHE 2.00 X 0 0 0 VICTOR CASTILLO 2.00 X 0 0 0 KATHERINE DINH 2.00 X 0 0 0 GIGI DIXON 2.00 X 0 0 0 WENDY EDELEN-CADY 2.00 X 0 0 0 SARAH GODSEY 2.00 X 0 0 0 BRIAN HANSEN 2.00 X 0 0 0 KRISTIN KEEFFE 2.00 X 0 0 0 ELSA LESWING 2.00 X 0 0 0 BETSY MCKINNEY 2.00 X 0 0 0 MORRIS NOBLE 2.00 X 0 0 0 CHRIS POWERS 2.00 X 0 0 0 MARY SHEFT 2.00 X 0 0 0 DANIEL STITZEL 2.00 X 0 0 0 CHRISTOPER TORTO 2.00 X 0 0 0 KELLEY WARNER 2.00 X 0 0 0 RHONA LOVETT 40.00 X 143519 0 21087 MICHAEL PINCUS 40.00 X 141102 0 29175 MAUREEN KALBUS 40.00 X 118007 0 12089 WENDY LEVINE 40.00 X 104435 0 5993 DIANE BRENDT 40.00 X 90593 0 19639 SANDRA KIERULFF 40.00 X 91915 0 17891 838578 0 134939 8 0 1 0 0 84239 1139237 58634 1223476 TUITION AND FEES 611600 8789670 8789670 AUXILIARY SERVICES 611600 205165 205165 8994835 141420 141420 257437 84239 83845 173592 173592 OTHER 900099 7353 7353 7353 10540676 8994835 0 322365 1288947 1288947 947573 790979 156594 4373565 4002326 60682 310557 346576 182699 163546 331 545693 430965 113224 1504 409114 335020 73503 591 41000 41000 46305 33284 10417 2604 43314 43314 181869 92588 89281 39512 39512 518635 437140 66067 15428 129545 55294 74251 6942 5901 833 208 503785 428217 60454 15114 53783 53783 CURRICULUM & FIELD TRIP 315502 315502 OTHER EXPENSES 308283 188316 119967 HEAD TRANSITION 183387 183387 REPAIRS & MAINTENANCE 70689 60085 8483 2121 SPECIAL EVENT EXPENSE 31146 31146 48610 25582 23028 10433775 7962378 1943317 528080 300 300 7451123 7234753 201963 277765 285090 329223 9307 6300 172343 158813 7981606 3560994 4749847 4420612 4471823 5191305 17341796 17619071 1366160 1052281 4330954 4793263 700000 6397114 5845544 X 8151583 8285166 197841 303923 2595258 3184438 10944682 11773527 17341796 17619071 X 106901 721944 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2797109 608904 435627 181714 3659926 2741508 127166 225511 297076 2797109 3389411 26874 -392005 282772 2741508 0.09190 0.87010 0.03800 0 0 6162148 2320009 3842139 729704 488964 240740 1089754 752021 337733 4420612 10540676 10433775 106901 721944 721944 828845 9973673 721944 721944 9251729 1288947 1288947 10540676 9144828 0 9144828 1288947 1288947 10433775 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPLEMENT OPERATING BUDGET, PROFESSIONAL DEVELOPMENT, AND FINANCIAL AID. BOARD DESIGNATED ENDOWMENTS ARE USED TO PAY BONDS. 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, 2011, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID/SCHOLARSHIPS 1,288,947. PART XIII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID/SCHOLARSHIPS 1,288,947. 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 RACIALLY NONDISCRIMINATORY POLICY PUBLICIZED IN THE LOCAL NEWSPAPER, ON ALL ADMISSION LITERATURE, AND ON THE SCHOOL WEBSITE. 0 SUB-SAHARAN AFRICA 0 0 GRANT ASSISTANCE GRANT ASSISTANCE 26000 0 0 0 0 0 0 26000 0 26000 SOUTH AFRICA GRANT ASSISTANCE. 26000 WIRE GRANT ASSISTANCE. FMV 0 1 0 0 0 0 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: FMV AUCTION 320176 84239 235937 8000 50339 18187 1 21500 0 21500 7319 341676 84239 257437 8000 50339 25506 83845 173592 1 TUITION ASSISTANCE 93 1288947 FMV TUITION ASSISTANCE FOR STUDENTS ATTENDING SAINT MARK'S SCHOOL. 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 0 0 0 0 0 0 0 0 DAMON KERBY 252104 0 0 0 0 0 38792 0 13744 0 304640 0 0 0 RHONA LOVETT 143519 0 0 0 0 0 7790 0 13297 0 164606 0 0 0 MICHAEL PINCUS 141102 0 0 0 0 0 15878 0 13297 0 170277 0 0 0 X 16 49144 FMV X AUCTION ITEMS 23 9490 FMV 0 1 0 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 IS GOES BEFORE THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 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 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST AND THROUGH THE HEADMASTER'S OFFICE AS WELL AS THE BUSINESS OFFICE, WEBSITE, AND VARIOUS MAILINGS TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 721,944. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.