2026-04-14T18:08:39-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 942598891 MARK DAY SCHOOL MARK 4154728000 39 TRELLIS DRIVE SAN RAFAEL CA 94903 JOE HARVEY HEAD OF SCHOOL 4154728000 2026-04-14 1 1 MATTHEW PETROSKI P00853132 9257902600 2026-04-14 2024 2025-03-06 01:10:19Z JOE HARVEY 39 TRELLIS DRIVE SAN RAFAEL CA 94903 24405384 0 X WWW.MARKDAYSCHOOL.ORG X 1979 CA SEE SCHEDULE OINNOVATIVE AND FULL OF HEART, MARK DAY SCHOOL NURTURES EACH CHILD TO PURSUE THEIR CURIOSITY, THINK CRITICALLY, EMBRACE CHALLENGE WITH COURAGE AND JOY, AND WORK IN PARTNERSHIP WITH OTHERS TO BUILD MORE CARING AND INCLUSIVE COMMUNITIES. 25 23 133 200 0 0 2057912 3279315 17309271 18082456 1475711 1619877 -52724 30920 20790170 23012568 3041364 3267446 0 0 12295374 12920224 0 0 518597 4958329 5435053 20295067 21622723 495103 1389845 59197265 61683062 31791652 32193429 27405613 29489633 X INNOVATIVE AND FULL OF HEART, MARK DAY SCHOOL NURTURES EACH CHILD TO PURSUE THEIR CURIOSITY, THINK CRITICALLY, EMBRACE CHALLENGE WITH COURAGE AND JOY, AND WORK IN PARTNERSHIP WITH OTHERS TO BUILD MORE CARING AND INCLUSIVE COMMUNITIES. 0 0 16969239 3267446 18082456 MARK DAY SCHOOL IS AN INDEPENDENT, ALL GENDER SCHOOL FOR 380 STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE. MARK DAY SCHOOL STUDENTS PARTICIPATE IN A CHALLENGING AND ACTIVE HANDS-ON ACADEMIC PROGRAM, PREPARING THEM FOR SUCCESS IN FUTURE SCHOOLING AND IN LIFE. MARK DAY SCHOOL ACADEMICS INCLUDES TRADITIONAL SKILLS AND COMPETENCIES OF FOUNDATIONAL LITERACIES SUCH AS MATH AND THE HUMANITIES, AS WELL AS FOUR CROSS-DISCIPLINARY LITERACIES THAT ARE INTERWOVEN INTO THE CURRICULUM. THE FOUR CROSS-DISCIPLINARY LITERACIES ARE; MEDIA AND INFORMATION, SOCIAL AND EMOTIONAL, ECOLOGICAL AND CROSS-CULTURAL. CROSS-CULTURAL LITERACY IS ENHANCED THROUGH OUR FORMALIZED PARTNERSHIPS WITH FOREIGN SCHOOLS IN TAIWAN AND SOUTH AFRICA. FOLLOWING GRADUATION, MARK DAY SCHOOL ALUMNI MATRICULATE (CONTINUED SCHEDULE O)AT EXCELLENT INDEPENDENT, PUBLIC AND PAROCHIAL HIGH SCHOOLS IN THE BAY AREA AND AT BOARDING SCHOOLS AROUND THE COUNTRY. MARK DAY SCHOOL GRADUATES ARE CONSIDERED AMONG THE BEST PREPARED STUDENTS AT THOSE SCHOOLS. 16969239 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 133 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X BELLA CHANG CHIEF FINANCIAL OFFICER 4154728000 39 TRELLIS DRIVE SAN RAFAEL CA 94903 JOSEPH HARVEY HEAD OF SCHOOL 40.00 X X 442495 0 123782 SARA EGIDE PRESIDENT 5.00 X X 0 0 0 CHRIS ABATE VICE PRESIDENT 5.00 X X 0 0 0 MEGAN MARIANI TREASURER 5.00 X X 0 0 0 MIKE BECK ASSISTANT TREASURER 5.00 X X 0 0 0 PAUL AUSTIN TRUSTEE 2.00 X 0 0 0 BEN BARAD TRUSTEE 2.00 X 0 0 0 CAROLYN BOJANOWSKI TRUSTEE 2.00 X 0 0 0 RYAN BROWN TRUSTEE 2.00 X 0 0 0 JESSICA CLIFTON TRUSTEE 2.00 X 0 0 0 DOM COX TEACHER, TRUSTEE 40.00 X 86884 0 17500 PRATHAP DENDI TRUSTEE 2.00 X 0 0 0 SCOTT FABER TRUSTEE 2.00 X 0 0 0 PAT FLEMMING TRUSTEE 2.00 X 0 0 0 RIKA GOPINATH TRUSTEE 2.00 X 0 0 0 CHELSEA IALEGGIO TRUSTEE 2.00 X 0 0 0 ANDREW KAWAHARA TRUSTEE 2.00 X 0 0 0 ANDY KELLY TRUSTEE 2.00 X 0 0 0 VANESSA MCKINLEY TRUSTEE 2.00 X 0 0 0 ALICIA ROCKEFELLER TRUSTEE 2.00 X 0 0 0 KATIE SHANNON TRUSTEE 2.00 X 0 0 0 QUOC TRAN TRUSTEE 2.00 X 0 0 0 APRIL UNDERWOOD TRUSTEE 2.00 X 0 0 0 ANDREA URDA-RIJO TRUSTEE 2.00 X 0 0 0 TIFFANY WESTWATER TRUSTEE 2.00 X 0 0 0 BELLA CHANG CHIEF FINANCIAL OFFICER 40.00 X 237391 0 28734 BONNIE NISHIHARA ASSISTANT HEAD OF SCHOOL 40.00 X 190330 0 34242 DAVID HICKMAN HEAD OF UPPER SCHOOL 40.00 X 172397 0 29590 MARGARET BENDICKSEN HEAD OF LOWER SCHOOL 40.00 X 189460 0 23922 WENDY LEVINE DIRECTOR OF DEVELOPMENT 40.00 X 159930 0 23181 KATHERINE KELSO DIRECTOR OF ADMISSION 40.00 X 132884 0 27651 FERNANDA PERNAMBUCO DIR OF PART., EQUITY, INCLUSION 40.00 X 151181 0 28770 WES HOWELL DIR. OF FACILITIES, SAFETY, & OPS. 40.00 X 140412 0 21180 LISA BECKER FIRST GRADE TEACHER 40.00 X 131945 0 29242 BRIAN WILKERSON MUSIC TEACHER 40.00 X 128141 0 27175 2163450 0 414969 38 0 1 0 GMH BUILDERS INC 19150 SONOMA HWY SONOMA CA 95476 CONSTRUCTION SERVICES 1739847 MILLER CREEK SCHOOL DISTRICT 2255 LAS GALLINAS AVE SAN RAFAEL CA 94903 SCHOOL DISTRICT/LEASE 639458 MICHAEL'S TRANSPORTATION SERVICES INC 140 YOLANO DR VALLEJO CA 94589 BUS TRANSPORTATION 498156 MARINWOOD MARKET 155 MARINWOOD AVE 1521 SAN RAFAEL CA 94903 HOT LUNCH AND FOOD SERVICE 218213 POSITIVE ADVENTURES INC 4907 MORENA BLVD 1401 SAN DIEGO CA 92117 OUTDOOR EDUCATION PROVIDER 189593 5 3279315 168410 3279315 TUITION AND FEES 611600 17380152 17380152 AUX AND OTHER PROGRAMS 611600 702304 702304 18082456 948810 948810 2063883 1392816 671067 671067 671067 OTHER INCOME 900099 17159 17159 FORFEITED RESERVATION 900099 13761 13761 30920 23012568 18082456 0 1650797 3249446 3249446 18000 18000 2123115 756345 1049764 317006 8542185 6916216 1531737 94232 547887 403599 133884 10404 1162536 984166 178370 544501 402649 131623 10229 58116 58116 56000 56000 34574 34574 322291 160059 134562 27670 70676 70676 243282 243282 1520183 1359710 128378 32095 469790 469790 209148 111203 97945 174885 156424 14769 3692 932023 833637 78709 19677 170160 152198 14370 3592 STUDENT ACTIVITIES/AUXI 617762 461352 156410 OUTDOOR EDUCATION 501193 479475 21718 INSTRUCTIONAL OTHER 54970 54970 21622723 16969239 4134887 518597 193225 244756 16698002 14294647 434292 946626 7046783 7468901 85329 430339 24927701 11421800 12278716 13505901 13468750 16118980 8992168 8672912 59197265 61683062 1873456 2203051 14514494 15164415 6354655 6093928 9049047 8732035 31791652 32193429 X 19457785 19868154 7947828 9621479 27405613 29489633 59197265 61683062 1389845 694175 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 13788830 1693352 1690564 480359 16692387 12107627 516849 1647544 483190 13788830 10744857 710900 1111315 459445 12107627 11890349 1185764 -1707163 624093 10744857 9824812 114255 2334383 383101 11890349 0.44290 0.39030 0.16680 0 0 20960855 9220799 11740056 1224207 595745 628462 1367780 754708 613072 1374859 850548 524311 13505901 RIGHT-OF-USE ASSET 8664812 EMPLOYEE NOTES RECEIVABLE 8100 8672912 OPERATING LEASE LIABILITIES 8732035 8732035 X 20422723 694175 694175 19728548 34574 3249446 3284020 23012568 18338703 0 18338703 34574 3249446 3284020 21622723 PART IV, LINE 1B: THE SCHOOL PROVIDES $4,500 EACH QUARTER IN PASS-THROUGH FUNDS TO THE ESIBONESWENI PRIMARY ORPHANS PROJECT IN AFRICA. IN THE 2024 TAX YEAR, A TOTAL OF $18,000 WAS COLLECTED AS PASS-THROUGH DONATIONS, RECORDED AS A LIABILITY, AND SUBSEQUENTLY TRANSFERRED TO SUPPORT THE ORGANIZATION. PART V, LINE 4: OUR ENDOWMENT FUNDS ARE USED FOR STUDENT FINANCIAL ASSISTANCE, FACULTY SALARIES, AND ADDITIONS TO PROGRAMS AND CAPITAL IMPROVEMENTS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED SCHOOL EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 3,249,446. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 3,249,446. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 MARK DAY SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE ORGANIZATION'S WEBSITE HOMEPAGE AT ALL TIMES. 0 SUB-SAHARAN AFRICA - SOUTH AFRICA 0 0 GRANTMAKING 18000 0 0 0 0 0 0 18000 0 18000 SUB-SAHARAN AFRICA - SOUTH AFRICA TO SUPPORT EDUCATION AT ESIBONESWENI 18000 WIRE 0 1 0 0 0 0 0 0 0 PART I, LINE 2: NO CHANGES FROM THE PRIOR YEAR. THE SCHOOL PROVIDES $4,500 EACH QUARTER IN PASS-THROUGH FUNDS TO THE ESIBONESWENI PRIMARY ORPHANS PROJECT IN AFRICA. IN THE 2024 TAX YEAR, A TOTAL OF $18,000 WAS COLLECTED AS PASS-THROUGH DONATIONS, RECORDED AS A LIABILITY, AND SUBSEQUENTLY TRANSFERRED TO SUPPORT THE ORGANIZATION. 1 TUITION ASSISTANCE 102 3249446 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: ALL FUNDS ARE USED TO REDUCE THE AMOUNT OF TUITION AND FEES PAID BY THE RECIPIENT TO THE SCHOOL. NO CASH IS GIVEN FOR FINANCIAL AID AWARDS. A CREDIT IS APPLIED TO THE STUDENT'S ACCOUNT IN THE AMOUNT OF THE AWARD. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 JOSEPH HARVEY HEAD OF SCHOOL 442495 0 0 0 0 0 108875 0 14907 0 566277 0 0 0 BELLA CHANG CHIEF FINANCIAL OFFICER 237391 0 0 0 0 0 17170 0 11564 0 266125 0 0 0 BONNIE NISHIHARA ASSISTANT HEAD OF SCHOOL 190330 0 0 0 0 0 20090 0 14152 0 224572 0 0 0 MARGARET BENDICKSEN HEAD OF LOWER SCHOOL 189460 0 0 0 0 0 11966 0 11956 0 213382 0 0 0 DAVID HICKMAN HEAD OF UPPER SCHOOL 172397 0 0 0 0 0 14751 0 14839 0 201987 0 0 0 WENDY LEVINE DIRECTOR OF DEVELOPMENT 159930 0 0 0 0 0 12045 0 11136 0 183111 0 0 0 FERNANDA PERNAMBUCO DIR OF PART., EQUITY, INCLUSION 151181 0 0 0 0 0 9548 0 19222 0 179951 0 0 0 WES HOWELL DIR. OF FACILITIES, SAFETY, & OPS. 140412 0 0 0 0 0 10167 0 11013 0 161592 0 0 0 LISA BECKER FIRST GRADE TEACHER 131945 0 0 0 0 0 10039 0 19203 0 161187 0 0 0 KATHERINE KELSO DIRECTOR OF ADMISSION 132884 0 0 0 0 0 8614 0 19037 0 160535 0 0 0 BRIAN WILKERSON MUSIC TEACHER 128141 0 0 0 0 0 8324 0 18851 0 155316 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL, JOSEPH HARVEY, RECEIVES A HOUSING ALLOWANCE OF $84,336, REPORTED ON SCHEDULE J, PART II, B(I). PART I, LINE 4B THE SCHOOL ESTABLISHED A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WITH ONE OF ITS EXECUTIVE EMPLOYEES. THE AMOUNT ACCRUED DURING 2024 CALENDAR YEAR WAS $75,000 AND IT HAS BEEN INCLUDED ON SCHEDULE J, PART II, COLUMN (C). A CALIFORNIA PUBLIC FINANCE AUTHORITY 474447476 2020-06-10 7647000 REFINANCE PRIOR BOND ISSUE 0 0 0 A 1313422 7647000 87905 7559095 2018 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 X 13 168410 PUBLICLY TRADED EXCHANGE 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE ORGANIZATION USES VANGUARD TO PROCESS STOCK DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD RECEIVES THE DRAFT FORM 990 PRIOR TO FILING. THE BOARD RECEIVES A COPY OF THE COMPLETED 990 AFTER THE FORM HAS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENT. IF A CONFLICT OF INTEREST ARISES, THE BOARD MEMBER MAY BE ASKED TO RECUSE THEMSELVES FROM ANY RELATED DISCUSSIONS OR DECISIONS. FOR EMPLOYEES, CONFLICTS OF INTEREST ARE ADDRESSED IN THE PERSONNEL POLICY MANUAL. EACH EMPLOYEE IS REQUIRED TO ACKNOWLEDGE THAT THEY HAVE RECEIVED, READ, AND UNDERSTOOD THE CONTENTS OF THE MARK DAY SCHOOL PERSONNEL POLICY MANUAL. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS EVALUATED USING COMPARATIVE DATA FROM PEER SCHOOLS IN THE BAY AREA TO ENSURE IT REMAINS COMPETITIVE AND APPROPRIATE. THIS DATA IS THOROUGHLY REVIEWED, DOCUMENTED, AND UPDATED ANNUALLY, WITH FORMAL NOTIFICATIONS PROVIDED TO REFLECT ANY CHANGES. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ESTABLISHING THE HEAD OF SCHOOL'S COMPENSATION, WHILE THE HEAD OF SCHOOL DETERMINES COMPENSATION FOR ALL OTHER EMPLOYEES, INCLUDING THE ADMINISTRATIVE TEAM. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE THROUGH THE BUSINESS OFFICE AND PROVIDED UPON REQUEST, AS APPROPRIATE.