Civic Intelligence

Brandeis Hillel Day School - Marin

EIN 47-1253063 • 501(c)3 • San Rafael, CA

Profile

With an uncompromising commitment to exceptional academics and universal jewish values, we ignite a passion for learning that propels our students to become caring and engaged global citizens.

180 N San Pedro RoadSan Rafael, CA 94903

www.brandeismarin.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.42x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.64x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

49th percentile

4.0%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$327,841

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-5.2%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$11,545,126

Up $1,166,281 (+11%) from 2023

Liabilities

Up

$4,892,845

Up $358,544 (+7.9%) from 2023

Net Assets

Up

$6,652,281

Up $807,737 (+14%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin49th percentile

Revenue

Down

$7,600,997

Down $416,711 (-5.2%) from 2023

Expenses

Down

$7,296,022

Down $1,106,271 (-13%) from 2023

Net Income

Up

$304,975

Up $689,560 (+179%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2016: $4,435,571Liabilities 2016: $1,362,912Net Assets 2016: $3,072,6592016Assets 2017: $4,532,513Liabilities 2017: $1,848,216Net Assets 2017: $2,684,2972017Assets 2018: $3,939,634Liabilities 2018: $1,688,397Net Assets 2018: $2,251,2372018Assets 2019: $4,543,797Liabilities 2019: $2,118,425Net Assets 2019: $2,425,3722019Assets 2020: $5,540,743Liabilities 2020: $3,012,936Net Assets 2020: $2,527,8072020Assets 2021: $10,717,316Liabilities 2021: $5,646,154Net Assets 2021: $5,071,1622021Assets 2022: $11,397,530Liabilities 2022: $5,390,317Net Assets 2022: $6,007,2132022Assets 2023: $10,378,845Liabilities 2023: $4,534,301Net Assets 2023: $5,844,5442023Assets 2024: $11,545,126Liabilities 2024: $4,892,845Net Assets 2024: $6,652,2812024

Highlighted filing

2024

Assets$11,545,126
Liabilities$4,892,845
Net Assets$6,652,281
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2016: $5,637,959Expenses 2016: $5,499,539Net Income 2016: $138,4202016Revenue 2017: $5,376,133Expenses 2017: $5,942,735Net Income 2017: -$566,6022017Revenue 2018: $6,271,879Expenses 2018: $6,583,745Net Income 2018: -$311,8662018Revenue 2019: $6,787,339Expenses 2019: $6,647,174Net Income 2019: $140,1652019Revenue 2020: $7,417,991Expenses 2020: $7,296,275Net Income 2020: $121,7162020Revenue 2021: $9,151,688Expenses 2021: $7,104,534Net Income 2021: $2,047,1542021Revenue 2022: $9,783,961Expenses 2022: $8,340,531Net Income 2022: $1,443,4302022Revenue 2023: $8,017,708Expenses 2023: $8,402,293Net Income 2023: -$384,5852023Revenue 2024: $7,600,997Expenses 2024: $7,296,022Net Income 2024: $304,9752024

Highlighted filing

2024

Revenue$7,600,997
Expenses$7,296,022
Net Income$304,975
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,545,126
Liabilities
$4,892,845
Net assets
$6,652,281
Revenue
$7,600,997
Expenses
$7,296,022
Net income
$304,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.5$4.89$6.65$7.60$7.30$0.30
2023Detailed filing. Detailed filing data is available for this year.$10.4$4.53$5.84$8.02$8.40$0.38
2022Detailed filing. Detailed filing data is available for this year.$11.4$5.39$6.01$9.78$8.34$1.44
2021Detailed filing. Detailed filing data is available for this year.$10.7$5.65$5.07$9.15$7.10$2.05
2020Detailed filing. Detailed filing data is available for this year.$5.54$3.01$2.53$7.42$7.30$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.54$2.12$2.43$6.79$6.65$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.94$1.69$2.25$6.27$6.58$0.31
2017Detailed filing. Detailed filing data is available for this year.$4.53$1.85$2.68$5.38$5.94$0.57
2016Detailed filing. Detailed filing data is available for this year.$4.44$1.36$3.07$5.64$5.50$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$7,671,270
Mission and Program Overview

Mission

With an uncompromising commitment to exceptional academics and universal jewish values, we ignite a passion for learning that propels our students to become caring and engaged global citizens.

Ignite a passion for learning that propels students to become caring and engaged global citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,393,773$6,790,398▲ $3,396,625
Accounts Receivable$2,177,032$2,727,131▲ $550,099
Land, Buildings, and Equipment, Net$485,765$1,425,634▲ $939,869
Cash and Non-Interest-Bearing Accounts$90,075$260,652▲ $170,577
Savings and Temporary Cash Investments$3,389,153$199,752▼ $3,189,401
Prepaid Expenses and Deferred Charges$127,117$138,086▲ $10,969
Pledges and Grants Receivable$715,930$3,473▼ $712,457
Total Assets$10,378,845$11,545,126▲ $1,166,281
Liabilities
Deferred Revenue$4,014,315$4,046,800▲ $32,485
Accounts Payable and Accrued Expenses$515,431$840,350▲ $324,919
Other Liabilities$4,555$5,695▲ $1,140
Total Liabilities$4,534,301$4,892,845▲ $358,544
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,825,977$4,414,947▲ $588,970
Net Assets With Donor Restrictions$2,018,567$2,237,334▲ $218,767
Total Net Assets Fund Balance$5,844,544$6,652,281▲ $807,737
Total Liabilities and Net Assets / Fund Balance$10,378,845$11,545,126▲ $1,166,281

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,193,896$2,560,647$3,754,543
Equipment$101,421$1,119,490$1,220,911
Other Land Buildings$130,317$133,020$263,337
Buildings$0$41,240$41,240

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,489,378-▲ $645,001-$3,134,379
2023$2,226,529$10,000▲ $252,849-$2,489,378
2022$2,554,963-▼ $328,434-$2,226,529
2021$2,009,750-▲ $635,213$90,000$2,554,963
2020$2,060,054-▲ $39,696$90,000$2,009,750
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret SandelHead of SchoolFT$307,678$20,163$327,841
Jennifer FranklinDean of Middle SchoolFT$138,777$13,306$152,083
Pamela WelnerDirector of Admissions andFT$137,340$5,578$142,918
Alla KrelChief Financial Officer (thru 06/23)FT$125,265$11,940$137,205
Barbara CohenDirector of TechnologyFT$109,333$17,666$126,999
Steven SheffieldDirector of Finance (start 09/23)FT$37,308$1,510$38,818

Board Members and Trustees

NameTitle
Marci DollingerPresident
Martin LowensteinVice President
Barbara IunganoBoard Member
Debbie FindlingBoard Member
Deborah StadtnerBoard Member
Erin KahnBoard Member
Hallie GoldsteinBoard Member
Jeffry BernsteinBoard Member
Jennifer GrossmanBoard Member
Jill DeitchBoard Member
Mariah CalarcoBoard Member
Matthew WulfstatBoard Member
Michelle BarenbaumBoard Member
Roman PolonskyBoard Member
Scott BarshackBoard Member
Sofia ChanceyBoard Member
Steven GrossmanBoard Member
Tony SmorgonBoard Member
Becky GenetSecretary
Rebecca Genet FensterSecretary
David HorowitzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Specified Play Equiptment CoPlayground Equipment & Installation121 1 INDUSTRIAL RD, Belmont, CA 94002$442,667
Moliver LandscapeLandscape Improvement82 SIDNEY COURT, San Rafael, CA 94903$272,940
Congregation Rodef SholomCourtyard Improvement170 NORTH SAN PEDRO RD, San Rafael, CA 94903$164,210
Osher Marin Jewish Community CenterProperty Management200 NORTH SAN PEDRO ROAD, San Rafael, CA 94903$155,267
Highcom Security Services INCCampus Security1900 WEBSTER STREET SUITE B, Oakland, CA 94612$128,671
Revenue and Support

Revenue Composition

Contributions and Grants
$1,481,514
Program Service Revenue
$5,953,929
Investment Income
$191,367
Other Revenue
$-25,813
All Other Contributions
$737,678
Change in Net Assets
$304,975

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,123,660
Revenue Not Reported on Financial Statements
$1,477,337
Revenue Not Reported on Form 990
$552,786
Other Revenue Adjustments
$1,464,817
Total Revenue per Audited Statements
$6,676,446
Total Revenue per Form 990
$7,600,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,257,668
Other Expenses$1,573,537
Grants and Similar Amounts Paid$1,464,817
Total Fundraising Expense$146,733
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,430,492$673,503$27,916$3,131,911
Grants to Domestic Individuals$1,464,817--$1,464,817
Occupancy$384,975$44,657$12,900$442,532
Current Officers, Directors, Trustees, and Key Employees$251,760$176,294$3,379$431,433
Other Employee Benefits$257,585$77,639$2,959$338,183
Payroll Taxes$217,827$68,634$2,502$288,963
Depreciation Depletion$151,414$14,355$6,152$171,921
Other Expenses$8,798$14,358$64,820$87,976
Information Technology$33,227$49,840-$83,067
Office Expenses$8,011$68,570$3,533$80,114
Fees for Services Other$7,025$40,761$22,464$70,250
Pension Plan Contributions$51,866$15,204$108$67,178
Fees for Services Accounting-$46,335-$46,335
Insurance$3,847$34,621-$38,468
Advertising$3,601$32,409-$36,010
Fees for Service Investment Mgmnt Fees-$12,520-$12,520
Fees for Services Legal-$11,615-$11,615
Travel$279$2,511-$2,790
Conferences and Meetings$115$1,034-$1,149
Total Functional Expenses$5,764,429$1,384,860$146,733$7,296,022

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,296,022
Total Expenses per Audited Statements$5,868,709
Expenses per Audited Statements$5,818,685
Expenses Not Reported on Financial Statements$1,477,337
Other Expense Adjustments$1,464,817
Expenses Not Reported on Form 990$50,024
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$59,386
Fundraising Gross Income$24,298
Gaming Gross Income$9,400
Gaming Direct Expenses$125
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Simcha Sponsorship$433,873$11,170$12,118$-948
Ticket Sales$10,900$10,900-$10,900
Total Events$447,001$24,298$59,386$-35,088
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits- Agency Funds$3,695
Refundable Capital Deposits$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A complete copy of the form 990 will be provided to the audit committee chair and full board before filing.”

Form 990, Part VI, Section B, Line 12C

“All board members, including officers, sign a disclosure form once a year, in september. For employees, it is stated in the employee handbook that all employees must disclose other employment which could create a conflict of interest with their work at brandeis marin.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for the school includes reviewing comparability data provided through the cal-isboa survey and benchmarking data from other bay area jewish day schools as well as data from other local independent schools.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Brandeis Hillel Day School - Marin
EIN
47-1253063
Phone
4154721833
Address
180 N SAN PEDRO ROAD, SAN RAFAEL, CA 94903
Doing Business As
Brandeis Marin

Signing Officer

Name
Margaret Sandel
Title
Head of School
Phone
4157810793
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Sandel
Formed
2014
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
77
Volunteers
100

Preparer

Firm
Armanino Advisory LLC
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Jennifer M Vacha
Phone
9257902600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Brandeis marin endowment funds are held to ensure the long term sustainability of the school.”

PART X, LINE 2:

“The school is a qualified organization 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, 2024, 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 1,464,817.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Tuition assistance 1,464,817.”

Raw XML AppendixShowing 400 of 753 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0BRANDEIS MARIN, AN INDEPENDENT K-8 CO-EDUCATIONAL JEWISH DAY SCHOOL, PROVIDES AN INNOVATIVE, PROJECT-BASED EDUCATION INFUSED WITH SPIRITUAL EXPLORATION AND DISCOVERY. OUR INSTRUCTIONAL PHILOSOPHY REFLECTS STANDARDS SET BY THE STATE OF CALIFORNIA, NATIONAL TEACHERS ORGANIZATIONS AND OUR OWN INSPIRED, DYNAMIC EDUCATIORS. SMALL CLASS SIZES (A 6 TO 1 STUDENT TO TEACHER RATIO) ALLOWS US TO PROVIDE DIFFERENTIATED INSTRUCTION TO MEET EACH STUDENT'S INDIVIDUAL NEEDS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF FINANCE (START 09/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt23DEAN OF MIDDLE SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF ADMISSIONS AND
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF FINANCIAL OFFICER (THRU 06/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF TECHNOLOGY
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IRS990/MissionDesc0WITH AN UNCOMPROMISING COMMITMENT TO EXCEPTIONAL ACADEMICS AND UNIVERSAL JEWISH VALUES, WE IGNITE A PASSION FOR LEARNING THAT PROPELS OUR STUDENTS TO BECOME CARING AND ENGAGED GLOBAL CITIZENS.
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