2015-05-14T07:53:57-05:00 2014-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 2553 HOUSLEY ROAD SUITE 200 ANNAPOLIS MD 214016751 990 2013-07-01 520853724 THE CALVERT COUNTY DAY SCHOOL INC T/A THE CALVERTON SCHOOL CALV 4105350216 300 CALVERTON SCHOOL ROAD HUNTINGTOWN MD 20639 LEE ANN POTTER PRESIDENT 4105350216 2015-05-13 1 MARY K STONE CPA P00440644 4102244920 2015-05-13 2013 2016-02-25 16:41:14Z LEE ANN POTTER 300 CALVERTON SCHOOL ROAD HUNTINGTOWN MD 20639 8219465 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. VISION STATEMENT: TO BE A RECOGNIZED LEADER IN DEVELOPING WELL ROUNDED GLOBAL MINDED STUDENTS WHO POSSESS THE SKILLS NECESSARY TO THRIVE IN HIGHER EDUCATION, OUR COMMUNITY, AND LIFE. 16 16 158 120 0 0 341146 220635 7131736 7713259 67778 73054 146276 180252 7686936 8187200 1551886 1574186 0 0 3952842 4394606 0 0 148973 2655646 2963471 8160374 8932263 -473438 -745063 16109217 16333270 7124127 7890408 8985090 8442862 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 7732058 1574186 7806810 CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL FOR STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE TWELVE. 7732058 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 82 0 1 158 0 0 0 0 0 0 0 0 0 X 16 16 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 DAVE HUETHER TREASURER 2.00 X X 0 0 0 WANDA KING PRESIDENT 2.00 X X 0 0 0 BOB JENKENS DIRECTOR 2.00 X 0 0 0 CLARE ROTHERA DIRECTOR 2.00 X 0 0 0 TED STAPLES DIRECTOR 2.00 X 0 0 0 FELECIA GREER DIRECTOR 2.00 X 0 0 0 LEE ANN POTTER VICE PRESIDENT 2.00 X X 0 0 0 MICHELE SPAULDING SECRETARY 2.00 X X 0 0 0 KEN PHELPS JR DIRECTOR 2.00 X 0 0 0 BRUCE FELDMAN DIRECTOR 2.00 X 0 0 0 SPENCER TAINTOR HEAD OF SCHOOL 40.00 X X 191476 0 8452 RICHARD FLEMING DIRECTOR 2.00 X 0 0 0 KEVIN FRERE DIRECTOR 2.00 X 0 0 0 CONNIE GRADY DIRECTOR 2.00 X 0 0 0 IAN PESETSKY DIRECTOR 2.00 X 0 0 0 ARPANA SHAH DIRECTOR 2.00 X 0 0 0 JANICE BUNCH DIRECTOR OF FINANCE 40.00 X 96617 0 4788 288093 0 13240 1 0 1 0 0 3035 217600 220635 TUITION 611710 5782597 5782597 TUITION-INTL STUDENTS 611710 562629 562629 INTL PRGM-RESIDENTIAL 611710 492105 492105 INTL PRGM-ADMINISTRATI 611710 225408 225408 TRANSPORTATION FEES 611710 200286 200286 450234 450234 7713259 73014 73014 40 0 40 40 40 118966 3035 32265 86701 86701 FACILITY RENTAL REVENU 532000 85075 85075 SERVICE CHARGES 611710 4873 4873 MISC INCOME 611710 3669 3669 -66 -66 93551 8187200 7806810 0 159755 1574186 1574186 301633 301633 3427687 2986449 346272 94966 396391 330794 55103 10494 268895 217144 44862 6889 6818 6818 26865 26865 96864 96864 151142 23511 91007 36624 84760 84760 444785 413651 31134 190391 190391 173444 173444 588301 548297 40004 55524 52027 3497 INTERNATIONAL PROGRAM 558955 558955 OTHER PROGRAM ACTIVITIE 268563 268563 PROGRAM ACTIVITIES 199924 199924 BAD DEBTS 40000 40000 77135 69962 7173 8932263 7732058 1051232 148973 1845 1845 1870693 1224860 17884 4000 157183 72588 6485 6485 26648 17901 19241196 7107017 11446916 12134179 1750683 1951647 830880 919765 16109217 16333270 413347 721686 1819505 1887305 4839957 4737626 8660 10872 42658 532919 7124127 7890408 X 8023316 7389402 128665 174974 833109 878486 8985090 8442862 16109217 16333270 -745063 202835 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1864293 500 45808 324369 1586232 2002730 1340 43264 183041 1864293 1960312 220 42198 2002730 1647372 152840 160100 1960312 269764 1370951 1094 5563 1647372 0.85000 0.02000 0.13000 0 0 1313291 1313291 13116753 4929043 8187710 2344812 1039496 1305316 1706055 1138478 567577 760285 760285 12134179 BENEFICIAL INTEREST IN TRUSTS 665176 BOND ISSUANCE COSTS, NET OF AMORTIZATION 243717 CUSTODIAL FUND 10872 919765 X 6815849 202835 202835 6613014 1574186 1574186 8187200 7358077 0 7358077 1574186 1574186 8932263 PART IV, LINE 2B: THE SCHOOL HOLDS FUNDS FOR VARIOUS STUDENT GROUPS. PART X, LINE 2: THE SCHOOL ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501 (C) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. THE SCHOOL DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE SCHOOLS FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2011 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE AND FINANCIAL AID PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE AND FINANCIAL AID 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 122001 10201 111800 4417 2895 24953 122001 10201 111800 4417 2895 24953 32265 79535 MD 0 0 0 0 1.00000 0 0 1 TUTITION ASSISTANCE AND FINANCIAL AID 122 1574186 FAIR MARKET VALUE TUITION ASSITANCE OR FINANCIAL AID GIVEN TO STUDENTS BASED ON NEED X X X X 0 0 0 0 0 0 0 0 0 SPENCER TAINTOR HEAD OF SCHOOL 164476 0 27000 0 0 0 0 0 8452 0 199928 0 0 0 A COUNTY COMMISSIONERS OF CALVERT COUNTY ECONOMIC DEVELOPMENT REVENUE SERIES 526002810 2012-01-27 4035714 TO REFUND 1999 BOND ISSUE 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11 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 AN ANNUAL DISCLOSURE STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS EVALUATION CONDUCTED BY AN OUTSIDE ENTITY AND REVIEWS COMPENSATION OF OFFICERS OF ORGANIZATIONS WITH COMPARABLE BUDGETS 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 QUARTERLY AT BOARD MEETINGS. PART XII, LINE 2C FINANCIAL STATEMENTS AND REPORTING THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR THE SELECTION OF THE INDEPENDENT AUDITOR AND OVERSIGHT OF THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.