2026-05-12T14:46:58-05:00 2025-06-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-07-01 520853724 CALVERT COUNTY DAY SCHOOL INC T/A THE CALVERTON SCHOOL CALV 4105350216 300 CALVERTON SCHOOL ROAD HUNTINGTOWN MD 20639 DANIELLE LICO PRESIDENT 4105350216 2026-05-11 1 0 MONIQUE BOOKER P00644231 4105840060 2024 2025-03-06 01:10:19Z DANIELLE LICO 300 CALVERTON SCHOOL ROAD HUNTINGTOWN MD 20639 8745082 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. 12 12 138 50 0 0 172864 698652 7320981 7523713 173608 199073 328351 323644 7995804 8745082 1579752 1418990 0 0 4293060 4358691 0 0 83369 2469073 2641868 8341885 8419549 -346081 325533 11381484 11562494 5584201 5439678 5797283 6122816 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 6851124 1418990 7523713 INSTRUCTIONTHE CALVERTON SCHOOL IS A COEDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL FOR STUDENTS IN PRESCHOOL 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 EIGHTEENINTERNATIONAL BACCALAUREATE PROGRAM COURSES. THERE ARE TEN ATHLETIC SPORTS WITH TEAMS AT DIFFERENT COMPETITIVE AND DEVELOPMENTAL LEVELS FOR OUR MIDDLE AND UPPER SCHOOL STUDENTS. THE SCHOOL OFFERS INTERNATIONAL BAACALAUREATE PROGRAMS IN UPPER SCHOOL AND RUNS A SMALL RESIDENTIAL BOARDING PROGRAM FOR INTERNATIONAL STUDENTS. 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-BASEDSCHOLARSHIPS. 6851124 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 138 1 0 0 0 0 0 0 0 0 0 0 X 12 12 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 DANIELLE LICO PRESIDENT, TREASURER 5.00 X X 0 0 0 KERRI MALONEY VICE PRESIDENT 5.00 X X 0 0 0 MEENA SHAH SECRETARY 2.00 X X 0 0 0 FRANCISCO KUIDLAN TRUSTEE 5.00 X 0 0 0 PATRICIA JENKINS TRUSTEE 2.00 X 0 0 0 LARISA PFEIFFER TRUSTEE 2.00 X 0 0 0 MICK SHOVE TRUSTEE 2.00 X 0 0 0 DANYELLE SOLOMON TRUSTEE 2.00 X 0 0 0 PETER TRENTMAN TRUSTEE 2.00 X 0 0 0 CHARLES COX TRUSTEE 2.00 X 0 0 0 LESLIE QUATTLEBAUM TRUSTEE 2.00 X 0 0 0 MARK POSEY TRUSTEE 2.00 X 0 0 0 JANICE BUNCH DIRECTOR OF FINANCE/CFO 40.00 X 92498 0 8183 ADRIENNE FORGETTE HEAD OF SCHOOL 40.00 X 91397 0 7993 183895 0 16176 0 0 0 0 WALLMARK SERVICE COMPANY LLC 780 MAIN STREET PRINCE FREDERICK MD 20678 HVAC SERVICES 207554 CANEY CREEK CATERING COMPANY 235 CEDAR BRANCH DRIVE PRINCE FREDERICK MD 20639 RESIDENTIAL FOOD 107028 2 698652 698652 TUITION AND FEES 611710 6905260 6905260 PROGRAM ACTIVITIES 611710 323859 323859 AUXILLARY 611710 294594 294594 7523713 199023 199023 154604 0 154604 154604 154604 50 0 50 50 50 161762 28731 0 161762 161762 MISC INCOME 900099 7278 7278 7278 8745082 7523713 0 522717 1418990 1418990 99390 44725 54665 3669689 2984507 648299 36883 42869 24935 17934 263270 225179 32207 5884 283473 227829 52870 2774 8749 8749 42529 42529 53532 49095 4437 116135 342 96205 19588 132604 119338 13266 199564 199564 221603 200565 15989 5049 69226 69226 47454 15980 31474 202734 186515 12367 3852 491560 452235 29986 9339 74417 11006 63411 RESIDENTIAL/BOARDING 286799 286799 PROGRAMS 286163 286163 REPAIRS & MAINTENANCE 226512 226512 TELEPHONE 43540 43540 138747 21183 117564 8419549 6851124 1485056 83369 125 125 1684212 1604850 25000 149983 56882 90958 148695 153547 21574015 13461180 8114855 8112835 746806 812033 604909 638163 11381484 11562494 487927 553695 1611669 1510959 22869 44773 3461736 3330251 5584201 5439678 X 4490805 4763680 1306478 1359136 5797283 6122816 11381484 11562494 325533 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 241454 9721 251175 240699 4876 4121 241454 238804 1895 240699 234879 3925 238804 232745 2134 234879 0.23560 0.76440 0 0 1313291 1313291 16168339 10134154 6034185 1699921 2574622 -874701 860880 752404 108476 1531584 1531584 8112835 BENEFICIAL INTEREST IN TRUST 638163 638163 X 7326092 0 7326092 1418990 1418990 8745082 7000559 0 7000559 1418990 1418990 8419549 PART X, LINE 2: THE SCHOOL IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, THE SCHOOL QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS UNDER SECTION 170(B)(1)(A)(II) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, MAY BE SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES (UNRELATED BUSINESS INCOME). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SCHOOL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2025, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2022 THROUGH 2025, REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION FOR WHICH THE SCHOOL FILES TAX RETURNS. IT IS THE SCHOOL'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, DISCOUNTS, SCHOLARSHIPS 1,418,990. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, DISCOUNTS, AND SCHOLARSHIPS 1,418,990. 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 THE BALTIMORE SUN ANNUALLY. 1 TUITION ASSISTANCE, MERIT/RESTRICTED SCHOLARSHIPS, OR FINANCIAL AID GIVEN TO STUDENTS BASED ON NEED 164 1418990 FMV TUITION ASSISTANCE OR FINANCIAL AID GIVEN TO STUDENTS BASED ON NEED X X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S GOVERNING BOARD IS PROVIDED THE FORM 990 FOR REVIEW AT A BOARD MEETING PRIOR TO SUBMISSION 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 THE GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY AT BOARD MEETINGS. THE FINANCIAL STATEMENTS ARE DISTRIBUTED QUARTERLY TO BOARD MEMBERS AND VENDORS AS REQUIRED. THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.