2018-04-09T14:52:16-05:00 2017-06-30 521855942 TATE & TRYON 2021 L ST NW Washington DC 20036 990 2016-07-01 520853724 THE CALVERT COUNTY DAY SCHOOL INC T/A THE CALVERTON SCHOOL CALV 4105350216 300 CALVERTON SCHOOL ROAD HUNTINGTOWN MD 20639 Arpana A Shah President, Board of Trustees 4105350216 2018-04-09 R Michael Sorrells P00001737 2022932200 216.59.105.130 2018-04-09 14:52:14 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0A779249EE4AB03D4EBCA877230ED83790B34DB8 2016 2021-01-29 14:40:06Z Arpana A Shah 300 CALVERTON SCHOOL ROAD HUNTINGTOWN MD 20639 9046953 0 X WWW.CALVERTONSCHOOL.ORG X 1967 MD FOSTERING A CULTURE OF RESPECT, HIGH EXPECTATIONS, AND SHARED EXPERIENCES, THE CALVERTON SCHOOL INSTILLS IN STUDENTS INTELLECTUAL CURIOSITY, PERSONAL RESPONSIBILITY, AND A STRONG WORK ETHIC TO PREPARE THEM FOR HIGHER EDUCATION AND RESPONSIBLE CITIZENSHIP IN A DEMOCRATIC AND GLOBAL COMMUNITY. 18 18 155 100 0 0 219901 269608 7563871 7189863 77934 102127 261277 231660 8122983 7793258 1210785 916304 0 0 4669431 4800664 0 0 114071 3106268 2819281 8986484 8536249 -863501 -742991 16038700 15061212 9391640 9166536 6647060 5894676 X FOSTERING A CULTURE OF RESPECT, HIGH EXPECTATIONS, AND SHARED EXPERIENCES, THE CALVERTON SCHOOL INSTILLS IN STUDENTS INTELLECTUAL CURIOSITY, PERSONAL RESPONSIBILITY, AND A STRONG WORK ETHIC TO PREPARE THEM FOR HIGHER EDUCATION AND RESPONSIBLE CITIZENSHIP IN A DEMOCRATIC AND GLOBAL COMMUNITY. 0 0 6860921 916304 7304901 The calverton school is a co-educational college preparatory day school for students in pre-school through grade 12. The campus occupies 153 acres with science and art labs, a black box theater, expansive playing fields, four residential houses, nature trails, forests, streams and marshland, located between the patuxent river and the chesapeake bay. within our faculty, staff and administrators, the majority hold advanced degrees. Our average class size is 14 and student-teacher ratio is 7:1. Over the past ten years, 98% of our graduates matriculated to four year baccalaureate-granting institutions.Our rigorous academic program includes eigthteen international baccalaureate program courses. There are ten athletic sports with teams at different competitive and developmental levels for our middle and upper school students. In 2017, eleven out of thirty-three graduates went on to play division I sports in college. We are also home to students who compete in DC united soccer program.Technology includes wireless computing on campus, smartboards, ipads for lower school students in Kindergarten, 1st-3rd grades and laptops for students in 4th and 5th grade. Students in 6th-12th grades bring their own devices.Calverton offers need-based financial assistance and merit-based scholarships. 6860921 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 62 0 1 155 1 0 0 0 0 0 1 1 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X The Organization 4105350216 300 CALVERTON SCHOOL ROAD HUNTINGTOWN MD 20639 Lee Ann Potter President 5.00 X X 0 0 0 Charles Blocksidge Esq Vice President 5.00 X X 0 0 0 Arpana Shah MD Secretary 5.00 X X 0 0 0 Ce Harrison CGMA Treasurer 5.00 X X 0 0 0 Linda Andreasen trustee 2.00 X 0 0 0 Wes Anderson trustee 2.00 X 0 0 0 Michael Cox trustee 2.00 X 0 0 0 Lori DeBolt trustee 2.00 X 0 0 0 Bruce Feldman trustee 2.00 X 0 0 0 Kevin Frere trustee 2.00 X 0 0 0 Felecia Greer Esq trustee 2.00 X 0 0 0 Connie Grady trustee 2.00 X 0 0 0 Robert Head trustee 2.00 X 0 0 0 Samuel Long MD trustee 2.00 X 0 0 0 Clare Rothera trustee 2.00 X 0 0 0 Stephen Spaulding Esq trustee 2.00 X 0 0 0 Tamika Tremaglio Esq trustee 2.00 X 0 0 0 Zachary Zimmerman trustee 2.00 X 0 0 0 Jake Yang until 117 trustee 2.00 X 0 0 0 Daniel Rocha Head of School (1/2 year) 40.00 X 82271 0 6095 Christopher Hayes Head of School (1/2 year) 40.00 X 91350 0 4138 Janice Bunch Director of Finance/CFO 40.00 X 113186 0 6150 286807 0 16383 1 0 0 0 Rolling Rib Catering 9423 Marlboro Pike Upper Marlboro MD 20772 CATERING SERVICES 234976 Cambridge Institute of China Business 1025 Main Street Floor 3 Waltham MA 02451 International RECRUITING SERVICES 132514 2 850 268758 269608 TUITION AND FEES 611710 5510451 5510451 AUXILIARY 611710 1401634 1401634 PROGRAM ACTIVITIES 611710 277778 277778 7189863 27161 27161 115038 0 115038 115038 115038 1293425 1218459 74966 74966 74966 144140 850 35236 108904 108904 MISC INCOME 611710 7718 7718 7718 7793258 7304901 0 218749 916304 916304 304528 201853 94643 8032 3782057 2737550 948629 95878 41338 27773 12517 1048 387051 195842 174118 17091 285690 191947 86501 7242 1925 1925 33160 33160 66039 66039 190935 101476 89459 356099 354261 1838 78705 77424 1281 279265 279265 702598 702598 55740 55740 RESIDENTIAL EXPENSES 624150 624150 PROGRAM ACTIVITIES 361057 311855 29186 20016 ATHLETICS 78288 78288 BAD DEBT EXPENSES 14738 14738 -23418 4595 7223 -35236 8536249 6860921 1561257 114071 1945 1945 1044848 1039227 9345 6000 139147 68606 6485 0 138592 141787 21148499 9091328 12705708 12057171 1167754 898136 824876 848340 16038700 15061212 449098 419362 1997884 2006627 4522968 4409985 28842 24760 2392848 2305802 9391640 9166536 X 5637392 4836079 225181 250664 784487 807933 6647060 5894676 16038700 15061212 -742991 -9393 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 1275847 27421 472954 830314 1695968 150 41037 461308 1275847 1586232 150 109586 1695968 1864293 500 45808 324369 1586232 2002730 1340 43264 183041 1864293 0.72500 0.25730 0.01770 0 0 1313291 1313291 15498128 5961947 9536181 1914563 1574286 340277 2422517 1555095 867422 12057171 JohnP/Elsa Broome Scholarship Fund 594323 Tax Exempt Bond 2012 -Cost of Issuance 80714 Taxable Bond 2012-Cost of Issuance 130600 Cost of Issuance-Residential 42703 848340 6857011 -9393 -9393 6866404 926854 926854 7793258 7609395 0 7609395 926854 926854 8536249 Part IV, Line 1b: THE SCHOOL HOLDS FUNDS FOR VARIOUS STUDENT GROUPS. Part XI, Line 4b - Other Adjustments: TUITION ASSISTANCE AND FINANCIAL AID 916,304. FINANCIAL STATEMENT RECLASSIFICATION 10,550. Part XII, Line 4b - Other Adjustments: TUITION ASSISTANCE AND FINANCIAL AID 916,304. FINANCIAL STATEMENT RECLASSIFICATION 10,550. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 PUBLISHED IN WASHINGTON POST AND BALTIMORE SUN ANNUALLY. AUCTION 130672 750 129922 18000 17236 GOLF TOURNAMENT 14318 100 14218 144990 850 144140 18000 17236 35236 108904 1 TUITION ASSISTANCE, MERIT AWARDS, OR FINANCIAL AID GIVEN TO STUDENDS BASED ON NEED 156 916304 FMV TUITION ASSISTANCE OR FINANCIAL AID GIVEN TO STUDENTS BASED ON NEED Schedule I, Part I, line 2 the calverton school uses the FAST program offered through ISM (independent school management) as a third party vendor to determine financial need for applicants. both the business manager and the registrar (who creates enrollment contracts) have access to the information. They review the documentation and assign the award based on preset criteria. If the family appeals, they must give further information to justify why they need additional funding (i.e., job loss, medical bills, caring for aged parents, or something not always on the application). The Financial aid committee (composed of the head of school, CFO, registrar, and business manager) discuss the appeal to see if it warrants going to the finance committee of the board. The finance committee reviews the appeal without names and decides if additional aid should be awarded. The registrar or business manager relays the decision to the parent. A COUNTY COMMISSIONERS OF CALVERT COUNTY ECONOMIC DEVELOPMENT REVENUE SERIES 526002810 2012-01-27 4035714 TO REFUND 1999 BOND ISSUE 0 0 0 A 381421 4035714 80714 3955000 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 1 0 0 0 0 A 1 Form 990, Part VI, Section B, line 11b THE BOARD OF DIRECTORS RECEIVE A DRAFT VERSION OF THE FORM 990 THAT IS REVIEWED BEFORE FINAL FORM 990 IS FILED WITH THE IRS. Form 990, Part VI, Section B, line 12c THE ORGANIZATION REQUIRES ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO REVIEW CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND SIGN ANNUAL DISCLOSURE STATEMENTS. Form 990, Part VI, Section B, line 15 THE BOARD OF TRUSTEES CONDUCTS AN EVALUATION AND REVIEWS COMPENSATION OF COMPARABLE ORGANIZATIONS TO DETERMINE COMPENSATION FOR TOP MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES. Form 990, Part VI, Section C, line 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO PUBLIC INSPECTION UPON REQUEST. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY AT BOARD MEETINGS. THE FINANCIAL STATEMENTS ARE DISTRIBUTED MONTHLY.