MARK DAY SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MARK DAY SCHOOL (EIN 94-2598891)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-05
- IRS object ID
- 201131259349300418
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-05T19:18:51-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino McKenna LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 Alcosta Boulevard Suite 500 | AddressLine1 |
| City | San Ramon | City |
| State | CA | State |
| ZIP Code | 945834427 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942598891 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saint Mark's School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 4154728000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 Trellis Drive | AddressLine1 |
| City | San Rafael | City |
| State | CA | State |
| ZIP Code | 94903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Damon Kerby | Name |
| Title | Headmaster | Title |
| Phone | 4154728000 | Phone |
| Date Signed | 2011-05-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA CYPHERS | Name |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAMON KERBY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 Trellis Drive | AddressLine1 |
| City | San Rafael | City |
| State | CA | State |
| ZIP Code | 94903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17741957 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.saintmarksschool.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A COEDUCATIONAL SCHOOL FOR STUDENTS IN GRADES KINDERGARTEN THROUGH 8TH GRADE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 120 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 688090 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 831606 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8093789 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8300402 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 92078 | InvestmentIncomePriorYear |
| Investment Income Current Year | 745796 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 183897 | OtherRevenuePriorYear |
| Other Revenue Current Year | 305848 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9057854 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10183652 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1073521 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1174742 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5566479 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6090520 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 477404 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2769390 | OtherExpensePriorYear |
| Other Expenses Current Year | 2443173 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9409390 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9708435 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -351536 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 475217 | RevenuesLessExpensesCY |
| Total Assets BOY | 20533808 | TotalAssetsBOY |
| Total Assets EOY | 17341796 | TotalAssetsEOY |
| Total Liabilities BOY | 10326611 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6397114 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10207197 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10944682 | NetAssetsOrFundBalancesEOY |
| Mission Description | Saint Mark's School is a not-for-profit organization operating as a co-educational preparatory day school with classes from kindergarten through eighth grade for approximately 380 students. Incorporated in 1980, the School is located in San Rafael, California. Over the years, Saint Mark's has developed a culture and ethos that is inclusive, innovative, engaging, earnest and full of heart. This is reflected in the Mission and Philosophy Statement, the Guiding Principles for a Diverse, Inclusive, and Socially Responsible Community, the Honorable Code, the Seven Pillars of Character and the Rights and Responsibilities of Teachers and Parents. Saint Mark's culture deeply values its sense of community, welcomes a strong partnership between home and school, and is embraced and nurtured by its families, faculty, and staff. The curriculum emphasizes mastery of basic academic disciplines while providing broad exposure to the arts, athletics and world cultures. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7628991 | Expense |
| Grants | 1174742 | Grants |
| Revenue | 8300402 | Revenue |
| Description | 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, that of six years. 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 2008-2009 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 Bijing No.2 Experamential Primary SchoolEnvironmental Stewardship - Received William H. Donner grant to improve campus sustainablity. The monies support hiring a part-time gardening teacher and energy efficient lighting. | Description |
| Total Program Service Expense | 7628991 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 50 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 120 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHONA LOVETT Dir of Fin & Operations | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4154728000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 Trellis Drive | AddressLine1 |
| City | San Rafael | City |
| State | CA | State |
| ZIP Code | 94903 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DAMON KERBY | ||||||||
| HEAD OF SCHOOL | 40.00 | X | X | 281292 | 0 | 49194 | ||
| RONA ASHE | ||||||||
| President | 10.00 | X | 0 | 0 | 0 | X | ||
| VICTOR CASTILLO | ||||||||
| Vice President | 2.00 | X | 0 | 0 | 0 | X | ||
| Scott Clifford | ||||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | X | ||
| Diane Gabianelli | ||||||||
| Asst. Treasurer | 2.00 | X | 0 | 0 | 0 | X | ||
| ANGIE COHEN | ||||||||
| PRES. PARENT'S ASSN | 3.00 | X | 0 | 0 | 0 | |||
| STACEY KERTSMAN | ||||||||
| FACULTY REPRESENT. | 2.00 | X | 53006 | 0 | 0 | |||
| ANDREA SALMI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BETSY MCKINNEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| BRIAN HANSEN | ||||||||
| truSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHIP VETTER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRIS POWERS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID LIU | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Jay Ferguson | ||||||||
| trUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JUANCARLOS ARAUZ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KATHERINE DINH | ||||||||
| truSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KIM WEISS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LEN GALLA | ||||||||
| truSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARY SHEFT | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MONICA MIDLER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MORRIS NOBLE | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| WENDY BRODERICK | ||||||||
| trusTEE | 2.00 | X | 0 | 0 | 0 | |||
| Wendy Edelen-Cady | ||||||||
| truSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Rhona Lovett | ||||||||
| Dir of Finance & Oper. | 40.00 | 149507 | 0 | 18497 | X | |||
| Michael Pincus | ||||||||
| ASSISTANT HEAD | 40.00 | 137584 | 0 | 25835 | X | |||
| Maureen Kalbus | ||||||||
| Head of Lower School | 40.00 | 127275 | 0 | 6939 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 748664 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 100465 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 30000 | FundraisingEvents |
| All Other Contributions | 801606 | AllOtherContributions |
| Noncash Contributions | 77683 | NoncashContributions |
| Total Contributions | 831606 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 8097976 | 8097976 |
| AUXILIARY SERVICES | 611600 | 202426 | 202426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8300402 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 144720 | TotalRevenueColumn |
| Exclusion | $144,720 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8009881 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7169241 | Securities |
| Other | 239564 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 840640 | Securities |
| Other | -239564 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 601076 | TotalRevenueColumn |
| Exclusion | $601,076 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 420748 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 30000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 149500 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 271248 | TotalRevenueColumn |
| Exclusion | $271,248 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 34600 | TotalRevenueColumn |
| Exclusion | $34,600 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 34600 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10183652 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8300402 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,051,644 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1174742 | Total |
| Program Services | 1174742 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329086 | Total |
| Program Services | 16454 | ProgramServices |
| Management And General | 263269 | ManagementAndGeneral |
| Fundraising | 49363 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4663614 | Total |
| Program Services | 3783632 | ProgramServices |
| Management And General | 522805 | ManagementAndGeneral |
| Fundraising | 357177 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256047 | Total |
| Program Services | 178120 | ProgramServices |
| Management And General | 77583 | ManagementAndGeneral |
| Fundraising | 344 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465126 | Total |
| Program Services | 368689 | ProgramServices |
| Management And General | 95208 | ManagementAndGeneral |
| Fundraising | 1229 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376647 | Total |
| Program Services | 300502 | ProgramServices |
| Management And General | 75555 | ManagementAndGeneral |
| Fundraising | 590 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85041 | Total |
| Program Services | 72697 | ProgramServices |
| Management And General | 9875 | ManagementAndGeneral |
| Fundraising | 2469 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30376 | Total |
| Management And General | 30376 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160165 | Total |
| Program Services | 90217 | ProgramServices |
| Management And General | 69948 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46570 | Total |
| Program Services | 46570 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518477 | Total |
| Program Services | 436650 | ProgramServices |
| Management And General | 66416 | ManagementAndGeneral |
| Fundraising | 15411 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108722 | Total |
| Program Services | 55478 | ProgramServices |
| Management And General | 53244 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317110 | Total |
| Program Services | 269544 | ProgramServices |
| Management And General | 38053 | ManagementAndGeneral |
| Fundraising | 9513 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 457495 | Total |
| Program Services | 388871 | ProgramServices |
| Management And General | 54899 | ManagementAndGeneral |
| Fundraising | 13725 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53318 | Total |
| Management And General | 53318 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CURRICULUM AND FIELD TR | 238225 | 238225 | ||
| OTHER EXPENSES | 229704 | 126890 | 102814 | |
| special event expense | 80573 | 80573 | ||
| Repairs & Maintenance | 67533 | 57403 | 8104 | 2026 |
| FUNDRAISING EXPENSES | 25557 | 25557 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24307 | Total |
| Program Services | 24307 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9708435 | Total |
| Program Services | 7628991 | ProgramServices |
| Management And General | 1602040 | ManagementAndGeneral |
| Fundraising | 477404 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6504360 | BOY |
| EOY | 7451423 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 598609 | BOY |
| EOY | 201963 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191160 | BOY |
| EOY | 285090 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4062 | BOY |
| EOY | 9307 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141446 | BOY |
| EOY | 172343 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7918799 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3168952 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4905347 | BOY |
| EOY | 4749847 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8048960 | BOY |
| EOY | 4471823 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139864 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20533808 | BOY |
| EOY | 17341796 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1252730 | BOY |
| EOY | 1366160 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3948881 | BOY |
| EOY | 4330954 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5125000 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 700000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10326611 | BOY |
| EOY | 6397114 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7473973 | BOY |
| EOY | 8151583 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102640 | BOY |
| EOY | 197841 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2630584 | BOY |
| EOY | 2595258 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10207197 | BOY |
| EOY | 10944682 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20533808 | BOY |
| EOY | 17341796 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2741508 | BeginningOfYearBalance |
| Contributions | 127166 | Contributions |
| Investment Earnings Or Losses | 225511 | InvestmentEarningsOrLosses |
| Other Expenditures | 297076 | OtherExpenditures |
| End Of Year Balance | 2797109 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3389411 | BeginningOfYearBalance |
| Contributions | 26874 | Contributions |
| Investment Earnings Or Losses | -392005 | InvestmentEarningsOrLosses |
| Other Expenditures | 282772 | OtherExpenditures |
| End Of Year Balance | 2741508 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16850 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83150 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6110905 | OtherCostOrOtherBasis |
| Depreciation | 2023400 | Depreciation |
| Book Value | 4087505 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 766190 | OtherCostOrOtherBasis |
| Depreciation | 443580 | Depreciation |
| Book Value | 322610 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1041704 | OtherCostOrOtherBasis |
| Depreciation | 701972 | Depreciation |
| Book Value | 339732 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4749847 | TotalOfBookValueLandBuildings |
| Total Revenue | 10183652 | TotalRevenue |
| Total Expenses | 9708435 | TotalExpenses |
| Excess Or Deficit For Year | 475217 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 262268 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 262268 | TotalAdjustments |
| Excess Or Deficit Per FS | 737485 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9271178 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 262268 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 262268 | RevenueNotRptdF990 |
| Revenue Subtotal | 9008910 | RevenueSubtotal |
| Other Revenues Not Included | 1174742 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1174742 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10183652 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8533693 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8533693 | ExpensesSubtotal |
| Other Expenses Not Included | 1174742 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1174742 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9708435 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | To supplement operating budget, professional development, and financial aid. Board designated endowments are used to pay bonds. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The school has evaluated its current tax position and has concluded that as of June 30, 2010, 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: 1174742. | |
| Part XIII, Line 4b - Other Adjustments: | STUDENT AID/SCHOLARSHIPS: 1174742. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | RACIALLY NONDISCRIMINATORY POLICY PUBLICIZED IN THE LOCAL NEWSPAPER, ON ALL ADMISSION LITERATURE, AND ON THE school WEBSITE. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 450748 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 30000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 420748 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 9710 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 8000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 45000 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 86790 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 450748 | GrossReceiptsTotal |
| Charitable Contributions Total | 30000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 420748 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 9710 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 8000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 45000 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 86790 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 149500 | DirectExpenseSummaryEvents |
| Net Income Summary | 271248 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Tuition Assistance | TypeOfGrant |
| Number Of Recipients | 61 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1174742 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Tuition assistance for students attending Saint Mark's School. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Parent applications and their SSS form from NAIS are reviewed annually by the Financial Aid committee and amount aid is award based on need. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAMON KERBY | |||||||||||||
| 281292 | 0 | 0 | 0 | 0 | 0 | 38792 | 0 | 10402 | 0 | 330486 | 0 | 0 | 0 |
| Rhona Lovett | |||||||||||||
| 149507 | 0 | 0 | 0 | 0 | 0 | 7643 | 0 | 10854 | 0 | 168004 | 0 | 0 | 0 |
| Michael Pincus | |||||||||||||
| 137584 | 0 | 0 | 0 | 0 | 0 | 14332 | 0 | 11503 | 0 | 163419 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 77683 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 annual publication of the Annual Report. |
| FORM 990, PART XI, LINE 2C: | The process has not changed from the prior year. |
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