CALVERT SCHOOL INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALVERT SCHOOL INC (EIN 52-0591510)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349306396
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T15:18:54-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520591510 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVERT SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 4102436054 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 TUSCANY ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH P MCGRAW | PersonNm |
| Person Title | DIR OF FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 4102436054 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY CPA | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVERT SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW D HOLMGREN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 TUSCANY ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,865,251 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALVERTSCHOOLMD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | CALVERT SCHOOL IS DEDICATED TO EDUCATING BOYS AND GIRLS THROUGH ITS TIME-TESTED METHOD OF TEACHING AND ITS RIGOROUS CURRICULUM. PARTICULAR EMPHASIS IS GIVEN TO MASTERING ESSENTIAL SKILLS, INSPIRING A LIFELONG LOVE OF LEARNING, AND INSTILLING ENTHUSIASM, RESPONSIBILITY, AND SELF-DISCIPLINE. CALVERT SEEKS TO DEVELOP STUDENTS OF HIGH ACADEMIC ACHIEVEMENT, INTELLECTUAL CURIOSITY, AND STRONG MORAL CHARACTER WITHIN A SUPPORTIVE AND DIVERSE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 206 | TotalEmployeeCnt |
| Total Volunteers | 156 | TotalVolunteersCnt |
| Total Gross UBI | $11,392 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,740,379 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,994,837 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,612,694 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,449,745 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,181,174 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,457,490 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,649 | PYOtherRevenueAmt |
| CY Other Revenue | $17,131 | CYOtherRevenueAmt |
| PY Total Revenue | $35,551,896 | PYTotalRevenueAmt |
| CY Total Revenue | $22,919,203 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,428,808 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,561,533 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,709,010 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,424,497 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $138,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $773,500 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,819,355 | PYOtherExpensesAmt |
| CY Other Expenses | $4,672,598 | CYOtherExpensesAmt |
| PY Total Expenses | $25,095,173 | PYTotalExpensesAmt |
| CY Total Expenses | $15,694,628 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,456,723 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,224,575 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,589,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,387,790 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,111,846 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,180,025 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $75,477,754 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,207,765 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CALVERT SCHOOL IS DEDICATED TO EDUCATING BOYS AND GIRLS THROUGH ITS TIME-TESTED METHOD OF TEACHING AND ITS RIGOROUS CURRICULUM. PARTICULAR EMPHASIS IS GIVEN TO MASTERING ESSENTIAL SKILLS, INSPIRING A LIFELONG LOVE OF LEARNING, AND INSTILLING ENTHUSIAM, RESPONSIBILITY, AND SELF-DISCIPLINE. CALVERT SEEKS TO DEVELOP STUDENTS OF HIGH ACADEMIC ACHIEVEMENT, INTELLECTUAL CURIOSITY, AND STRONG MORAL CHARACTER WITHIN A SUPPORTIVE AND DIVERSE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,144,714 | ExpenseAmt |
| Grant | $1,545,998 | GrantAmt |
| Revenue | $12,871,761 | RevenueAmt |
| Desc | DAY SCHOOL - 606 STUDENTS ATTEND CALVERT SCHOOL IN BALTIMORE, MARYLAND. THERE ARE TEN GRADES FROM KINDERGARTEN THROUGH EIGHTH GRADE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $150,431 | ExpenseAmt |
| Grant | $15,535 | GrantAmt |
| Revenue | $182,079 | RevenueAmt |
| Desc | AFTER SCHOOL CARE - 116 STUDENTS PARTICIPATE IN OUR AFTER SCHOOL CARE (ASC) PROGRAM. THE ASC PROGRAM RAN FROM 3:15 TO 6:00 P.M. EACH DAY THE SCHOOL WAS IN SESSION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $243,911 | ExpenseAmt |
| Revenue | $317,140 | RevenueAmt |
| Desc | DAY CARE - 36 CHILDREN ATTENDED KIDDIE CALVERT DAY CARE (KCDC). THE KCDC PROGRAM IS ONLY OPEN TO CALVERT SCHOOL AND LOCAL INDEPENDENT SCHOOL EMPLOYEES, AND CURRENT FAMILIES OF CALVERT SCHOOL AS SPACE ALLOWS. CHILDREN MUST BE AT LEAST 12 WEEKS OLD AND UNDER 5 YEARS OLD TO ATTEND. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $277,844 | ExpenseAmt |
| Revenue | $78,765 | RevenueAmt |
| Desc | SUMMER CAMPS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $277,844 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $78,765 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,816,900 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 206 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH P MCGRAW | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102436054 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 TUSCANY ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21210 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CARVILLE B COLLINS | |||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES B STRADTNER | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM S HARRISON | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK A DEWIRE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GINA Z ADAMS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W ALLAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CURTIS H CAMPBELL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| H WARD CLASSEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED C CROZIER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FELIX J DAWSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WESLEY N FINNERTY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| F WHITINGTON FOSTER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX GIBSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH C HABERMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| F BARTON HARVEY III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI KENNY-BERMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID S KNIPP | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN A MCCREADIE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE H RILEY III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY T SETO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW W WYSKIEL III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW D MARTIRE | |||||||
| HEAD MASTER (THRU 6/13) | 40.00 | Yes (X) | $271,210 | $0 | $63,080 | ||
| JOSEPH P MCGRAW | |||||||
| DIR. OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $188,631 | $0 | $49,118 | ||
| ANDREW HOLMGREN | |||||||
| HEAD MASTER (BEG 7/13) | 40.00 | Yes (X) | $112,766 | $0 | $33,623 | ||
| KERRY JOHNSTON | |||||||
| DIR. OF DEVELOPMENT | 40.00 | $134,545 | $0 | $50,958 | Yes (X) | ||
| DENISE D FIORUCCI | |||||||
| DIR. OF HUMAN RESOURCES | 40.00 | $126,239 | $0 | $24,255 | Yes (X) | ||
| EDWARD M TRUSTY | |||||||
| HEAD OF LOWER SCHOOL | 40.00 | $118,028 | $0 | $22,295 | Yes (X) | ||
| NICOLE H WEBSTER | |||||||
| DIR. OF ADMISSIONS & ENROLLMENT SERVICES | 40.00 | $117,684 | $0 | $54,695 | Yes (X) | ||
| PAUL E WAREHEIM | |||||||
| ASST. HEAD OF LOWER SCHOOL | 40.00 | $101,259 | $0 | $23,337 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,170,362 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $321,361 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MULLAN CONTRACTING COMPANY | |||||
| 2330 W JOPPA ROAD SUITE 210 | LUTHERVILLE | MD | 21093 | CONSTRUCTION | $5,176,581 |
| FIDELITY MECHANICAL SERVICES | |||||
| 25 LOVETON CIRCLE | SPARKS | MD | 21152 | HVAC SERVICE & MAINTENANCE | $852,633 |
| CHARTWELLS | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD SERVICE | $678,867 |
| CREST LOCK COMPANY INC | |||||
| 10015 PULASKI HIGHWAY | MIDDLE RIVER | MD | 21220 | SECURITY | $133,306 |
| CREATIVE PRINT GROUP INC | |||||
| 1560 CATON CENTER DRIVE | HALETHORPE | MD | 21227 | PRINTING | $124,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $100 | FundraisingAmt |
| All Other Contributions | $5,994,737 | AllOtherContributionsAmt |
| Noncash Contributions | $255,639 | NoncashContributionsAmt |
| Total Contributions | $5,994,837 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SCHOOL TUITION | 511190 | $12,786,225 | $12,786,225 |
| DAY CARE | 611710 | $317,140 | $317,140 |
| AFTER SCHOOL CARE | 611710 | $182,079 | $182,079 |
| SUMMER CAMPS | 611710 | $78,765 | $78,765 |
| SCHOOL CLUBS | 611710 | $46,334 | $46,334 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,202 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,202 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,449,745 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,392,519 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,392 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,381,127 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,927,321 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,862,350 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,064,971 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,064,971 | TotalRevenueColumnAmt |
| Exclusion | $2,064,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $80,020 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $65,134 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,886 | TotalRevenueColumnAmt |
| Exclusion | $14,886 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $20,809 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $18,564 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,245 | TotalRevenueColumnAmt |
| Exclusion | $2,245 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,919,203 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,449,745 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,392 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,463,229 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561,533 | TotalAmt |
| Program Services | $1,561,533 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,747 | TotalAmt |
| Program Services | $313,383 | ProgramServicesAmt |
| Management And General | $149,748 | ManagementAndGeneralAmt |
| Fundraising | $30,616 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,701,412 | TotalAmt |
| Program Services | $4,253,382 | ProgramServicesAmt |
| Management And General | $2,032,500 | ManagementAndGeneralAmt |
| Fundraising | $415,530 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,246 | TotalAmt |
| Program Services | $189,945 | ProgramServicesAmt |
| Management And General | $90,745 | ManagementAndGeneralAmt |
| Fundraising | $18,556 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424,480 | TotalAmt |
| Program Services | $904,181 | ProgramServicesAmt |
| Management And General | $431,966 | ManagementAndGeneralAmt |
| Fundraising | $88,333 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,612 | TotalAmt |
| Program Services | $320,935 | ProgramServicesAmt |
| Management And General | $153,324 | ManagementAndGeneralAmt |
| Fundraising | $31,353 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,870 | TotalAmt |
| Program Services | $5,812 | ProgramServicesAmt |
| Management And General | $7,058 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,472 | TotalAmt |
| Management And General | $68,472 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Fundraising | $36,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,134 | TotalAmt |
| Management And General | $147,134 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,555 | TotalAmt |
| Program Services | $3,203 | ProgramServicesAmt |
| Management And General | $53,352 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,997 | TotalAmt |
| Management And General | $65,716 | ManagementAndGeneralAmt |
| Fundraising | $34,281 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,215,263 | TotalAmt |
| Program Services | $1,038,206 | ProgramServicesAmt |
| Management And General | $138,413 | ManagementAndGeneralAmt |
| Fundraising | $38,644 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,760 | TotalAmt |
| Program Services | $100,111 | ProgramServicesAmt |
| Management And General | $100,111 | ManagementAndGeneralAmt |
| Fundraising | $10,538 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $948,447 | TotalAmt |
| Program Services | $758,758 | ProgramServicesAmt |
| Management And General | $189,689 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,625 | TotalAmt |
| Program Services | $31,226 | ProgramServicesAmt |
| Management And General | $1,399 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,471 | TotalAmt |
| Program Services | $98,798 | ProgramServicesAmt |
| Management And General | $38,338 | ManagementAndGeneralAmt |
| Fundraising | $16,335 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,727 | TotalAmt |
| Management And General | $165,727 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,898 | TotalAmt |
| Program Services | $828,719 | ProgramServicesAmt |
| Management And General | $207,179 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,711 | TotalAmt |
| Program Services | $134,169 | ProgramServicesAmt |
| Management And General | $33,542 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| STUDENT SERVICES | $196,488 | $194,488 | $2,000 | |
| ENTERTAINMENT | $67,549 | $4,238 | $45,244 | $18,067 |
| MISCELLANEOUS | $52,239 | $36,825 | $4,430 | $10,984 |
| MEMBERSHIP DUES | $41,392 | $38,988 | $1,640 | $764 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,694,628 | TotalAmt |
| Program Services | $10,816,900 | ProgramServicesAmt |
| Management And General | $4,104,228 | ManagementAndGeneralAmt |
| Fundraising | $773,500 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050 | BOYAmt |
| EOY | $1,456 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,921,816 | BOYAmt |
| EOY | $4,487,218 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,933,414 | BOYAmt |
| EOY | $4,696,287 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,686 | BOYAmt |
| EOY | $242,636 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,343 | BOYAmt |
| EOY | $57,167 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,233 | BOYAmt |
| EOY | $300,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,589,900 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,609,980 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,074,762 | BOYAmt |
| EOY | $35,979,920 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,306,738 | BOYAmt |
| EOY | $28,078,436 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,931,016 | BOYAmt |
| EOY | $27,248,141 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,850,542 | BOYAmt |
| EOY | $3,296,218 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,589,600 | BOYAmt |
| EOY | $104,387,790 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,574,737 | BOYAmt |
| EOY | $831,164 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,041 | BOYAmt |
| EOY | $3,069,286 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,510,000 | BOYAmt |
| EOY | $11,139,333 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,735,068 | BOYAmt |
| EOY | $2,140,242 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,111,846 | BOYAmt |
| EOY | $17,180,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,854,680 | BOYAmt |
| EOY | $75,956,820 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,017,752 | BOYAmt |
| EOY | $3,850,151 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,605,322 | BOYAmt |
| EOY | $7,400,794 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,477,754 | BOYAmt |
| EOY | $87,207,765 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,589,600 | BOYAmt |
| EOY | $104,387,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,224,575 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,091,583 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $413,853 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 1.00 | TotalAcreageCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 5.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $124 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,610,161 | BeginningYearBalanceAmt |
| Contributions | $4,910,856 | ContributionsAmt |
| Investment Earnings Or Losses | $7,362,727 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,195,968 | OtherExpendituresAmt |
| End Year Balance | $59,687,776 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,004,455 | BeginningYearBalanceAmt |
| Contributions | $8,011,150 | ContributionsAmt |
| Investment Earnings Or Losses | $4,169,873 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,575,317 | OtherExpendituresAmt |
| End Year Balance | $50,610,161 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,988,083 | BeginningYearBalanceAmt |
| Contributions | $22,973 | ContributionsAmt |
| Investment Earnings Or Losses | $467,891 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,474,492 | OtherExpendituresAmt |
| End Year Balance | $40,004,455 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,053,637 | BeginningYearBalanceAmt |
| Contributions | $1,557,440 | ContributionsAmt |
| Investment Earnings Or Losses | $7,359,660 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,982,654 | OtherExpendituresAmt |
| End Year Balance | $40,988,083 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,711,943 | BeginningYearBalanceAmt |
| Contributions | $197,181 | ContributionsAmt |
| Investment Earnings Or Losses | $3,871,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,727,447 | OtherExpendituresAmt |
| End Year Balance | $36,053,637 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81530 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06070 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,087,718 | OtherCostOrOtherBasisAmt |
| Book Value | $12,087,718 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,309,489 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,046,044 | DepreciationAmt |
| Book Value | $23,263,445 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,192,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,563,936 | DepreciationAmt |
| Book Value | $628,757 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,979,920 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $9,451,916 | F |
| PREFERRED STOCK IN A LIMITED LIABILITY COMPANY | $4,625,000 | F |
| ALTERNATIVE INVESTMENTS | $13,171,225 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,248,141 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION OBLIGATION | Desc |
| Amt | $2,140,242 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,140,242 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,385,817 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,091,583 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $65,134 | OtherRevenueAmt |
| Revenue Not Reported | $4,156,717 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,229,100 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $147,134 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,542,969 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,690,103 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,919,203 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,069,659 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $83,698 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $83,698 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,985,961 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $147,134 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,561,533 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,708,667 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,694,628 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | ASSETS ARE RECORDED AT COST AND INCLUDED IN THE VALUE OF LAND ON THE SCHOOL'S BALANCE SHEET. |
| PART V, LINE 4: | TO SUPPORT SPECIFIC PURPOSES IDENTIFIED BY DONORS AND THE OVERALL OPERATION OF THE SCHOOL. |
| PART X, LINE 2: | WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. AS OF JUNE 30, 2014 AND 2013, AND FOR THE YEARS THEN ENDED, THERE ARE NO MATERIAL UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. THE SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES BEFORE 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE NETTED ON THE FINANCIAL STATEMENT 65,134. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSES NETTED WITH TUITION ON FINANCIAL STATEMENTS 1,561,533. COST OF GOODS SOLD -18,564. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE NETTED ON THE FINANCIAL STATEMENT 65,134. COST OF GOODS SOLD 18,564. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID EXPENSES NETTED WITH TUITION ON FINANCIAL STATEMENTS 1,561,533. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NONDISCRIMINATORY POLICY IS PUBLISHED IN SCHOOL BROCHURES, APPLICATIONS FOR ADMISSION AND IN THE LOCAL TRADE NEWSPAPERS AND PERIODICALS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $8,084,481 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $3,002,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,086,717 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,086,717 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 FIFTH AVENUE 3RD FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN FEASIBILITY STUDY | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,930,349 | GrossReceiptsAmt |
| Retained By Contractor | $36,000 | RetainedByContractorAmt |
| Net To Organization | $1,894,349 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,930,349 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $36,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,894,349 | TotalNetToOrganizationAmt |
| Licensed States | MD | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $23,170 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $23,170 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $8,258 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $20,780 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,198 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | CORKS FOR CALVERT | NameOfEvent2Amt |
| Gross Receipts Event2 | $56,950 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $100 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $56,850 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $5,000 | CashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $28,898 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $80,120 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $80,020 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $8,258 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,780 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,096 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $65,134 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,886 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 153 | RecipientCnt |
| Cash Grant | $1,561,533 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS REDUCE THE TUITION BILL OF STUDENTS. NO CASH IS GIVEN DIRECTLY TO STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW D MARTIRE | ||||||||||||||
| HEAD MASTER (THRU 6/13) | $150,127 | $0 | $91,233 | $0 | $29,850 | $0 | $4,375 | $0 | $58,705 | $0 | $334,290 | $0 | $0 | $0 |
| JOSEPH P MCGRAW | ||||||||||||||
| DIR. OF FINANCE & OPERATIONS | $172,171 | $0 | $5,000 | $0 | $11,460 | $0 | $8,122 | $0 | $40,996 | $0 | $237,749 | $0 | $0 | $0 |
| KERRY JOHNSTON | ||||||||||||||
| DIR. OF DEVELOPMENT | $118,881 | $0 | $5,000 | $0 | $10,664 | $0 | $5,725 | $0 | $45,233 | $0 | $185,503 | $0 | $0 | $0 |
| DENISE D FIORUCCI | ||||||||||||||
| DIR. OF HUMAN RESOURCES | $120,788 | $0 | $5,000 | $0 | $451 | $0 | $5,650 | $0 | $18,605 | $0 | $150,494 | $0 | $0 | $0 |
| NICOLE H WEBSTER | ||||||||||||||
| DIR. OF ADMISSIONS & ENROLLMENT SERV | $97,554 | $0 | $4,000 | $0 | $16,130 | $0 | $2,862 | $0 | $51,833 | $0 | $172,379 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SEVERAL OFFICERS AND HIGHLY COMPENSATED EMPLOYEES RECEIVE GROSS UP PAYMENTS WHICH ARE INCLUDED IN TAXABLE COMPENSATION. ANDREW MARTIRE RECEIVED SOCIAL CLUB DUES AND HOUSING. ANDREW HOLMGREN RECEIVED HOUSING. THESE ARE NONTAXABLE BENEFITS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYLAND INDUSTRIAL DEVELOPMENT FINANCING AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 526002033 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2011-06-01 | BondIssuedDt |
| Issue Price | $12,200,000 | IssuePriceAmt |
| Purpose | TO REFUND 2001 BONDS AND TO FUND CAPITAL IMPROVEMENTS TO THE FACILITIES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,060,667 | RetiredAmt |
| Total Proceeds | $12,200,000 | TotalProceedsAmt |
| Capital Expenditures | $3,200,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $9,000,000 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE C MCGRAW | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WIFE OF JOSEPH P. MCGRAW, DIRECTOR OF FINANCE & OPERATIONS | RelationshipDescriptionTxt |
| Transaction | $55,780 | TransactionAmt |
| Transaction | CALVERT SCHOOL TEACHER | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $255,639 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE SCHOOL'S FINANCIAL MANAGERS AND STAFF PROVIDE THE NECESSARY INFORMATION TO PREPARE THE TAX RETURN. A COMMITTEE OF FOUR (4) BOARD MEMBERS WITH FINANCIAL BACKGROUNDS AND KNOWLEDGE OF THE SCHOOL'S FINANCIAL REPORTING REVIEW A DRAFT OF THE COMPLETED RETURN PRIOR TO ITS FILING. THE ENTIRE BOARD OF TRUSTEES RECEIVES A FULL COPY OF THE RETURN BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND TOP MANAGEMENT OFFICIALS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. THE STATEMENT REQUIRES DISCLOSURE OF "ANY MATTER THAT THE BOARD MEMBER BELIEVES MAY INVOLVE A POSSIBLE CONFLICT OF INTEREST AND SHALL THEREAFTER SUPPLEMENT SUCH ANNUAL WRITTEN DISCLOSURE WITH INFORMATION PERTAINING TO CONFLICTS OF INTEREST ARISING AFTER THE ANNUAL DISCLOSURE HAS BEEN FILED." EVERY BOARD MEMBER SHALL DISCLOSE TO THE BOARD AND TO ANY BOARD COMMITTEE ON WHICH HE OR SHE MAY SERVE ANY CONFLICT OF INTEREST INVOLVING A MATTER BEFORE THE BOARD OR COMMITTEE, AS THE CASE MAY BE, AND SHALL REFRAIN FROM VOTING ON ANY SUCH MATTER. A TRUSTEE WHO HAS DISCLOSED A POSSIBLE CONFLICT OF INTEREST MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT THE MEETING AND THE PERTINENT TRANSACTION MAY BE AUTHORIZED, APPROVED OR RATIFIED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF DISINTERESTED TRUSTEES. ANY MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE AFFECTED TRUSTEE DID NOT VOTE ON THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SCHOOL HAS A COMPENSATION COMMITTEE COMPRISED OF THREE BOARD MEMBERS AND A FORMER BOARD MEMBER. THE COMMITTEE MEETS ANNUALLY TO REVIEW THE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND WRITTEN EMPLOYMENT CONTRACTS WHEN RENEWED OR REVISED. AN INDEPENDENT CONSULTANT IS HIRED TO PREPARE A MARKET STUDY REPORT OF COMPENSATION PACKAGES OF COMPARABLE SCHOOLS' MANAGEMENT. THE COMMITTEE REVIEWS THE PERFORMANCE OF MANAGEMENT AND THE INDEPENDENT CONSULTANT'S REPORT. THE COMPENSATION COMMITTEE APPROVES THE COMPENSATION PLANS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLSOURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHANGES 413,853. |