2023-03-17T15:13:48-05:00 2022-06-30 231144520 TAIT WELLER & BAKER LLP TWO LIBERTY PL 50 S 16TH ST STE 2900 PHILADELPHIA PA 191022529 990 2021-07-01 221500475 BLAIR ACADEMY BLAI 9083626121 PO BOX 600 BLAIRSTOWN NJ 07825 JAMES FRICK ASSISTANT TREASURER 9083626121 2023-03-17 1 JAMES FRICK 999009999 HARRISON PEREIRA P00746867 2159798800 2023-03-17 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PETER CURRAN PO BOX 600 BLAIRSTOWN NJ 07825 55248466 0 X WWW.BLAIR.EDU X 1848 NJ BLAIR ACADEMY SEEKS TO ENROLL TALENTED YOUNG MEN AND WOMEN FROM DIVERSE BACKGROUNDS. IN A RESIDENTIAL SETTING, BLAIR ACADEMY IS COMMITTED TO PROVIDE A LIBERAL ARTS EDUCATION AND TO PROMOTE THE DEVELOPMENT OF PERSONAL AND INTELLECTUAL DISCIPLINE AS PREPARATION FOR CONTINUED STUDY AT SELECTIVE COLLEGES AND FOR A LIFE OF RESPONSIBLILTY AND SERVICE. 25 25 232 25 449072 0 9479521 15884613 29674524 31930230 3922720 6244315 536979 257176 43613744 54316334 6697065 6626983 0 0 16723085 17598911 0 0 3335172 15348711 14826096 38768861 39051990 4844883 15264344 259485722 256075147 31429264 30568652 228056458 225506495 X BLAIR ACADEMY IS A COEDUCATIONAL BOARDING SCHOOL LOCATED 65 MILES WEST OF NEW YORK CITY IN THE FOOTHILLS OF THE POCONO MOUNTAINS. IN ITS 175TH YEAR, BLAIR CONTINUES TO OFFER A SUPERIOR ACADEMIC COLLEGE-PREPARATORY PROGRAM WHILE HOLDING FIRMLY TO ITS TRADITION OF BEING A COMMUNITY FULLY FOCUSED ON THE DEVELOPMENT OF EACH INDIVIDUAL STUDENT. IN THIS ENVIRONMENT, STUDENTS LEARN TO ADVOCATE FOR THEMSELVES, BECOME SERVICE-MINDED, AND DEVELOP THE LEADERSHIP SKILLS NECESSARY FOR SUCCESS IN COLLEGE AND BEYOND. 0 0 32107488 6626983 31930230 BLAIR ACADEMY SERVES 465 STUDENTS FROM 29 COUNTRIES AND 26 DIFFERENT STATES. BLAIR OFFERS A RICH AND CHALLENGING CURRICULUM, WORLD CLASS PROGRAMS FOR ATHLETES AND ARTISTS OF ALL ABILITIES AND AN ARRAY OF MEANINGFUL LEADERSHIP, TRAVEL, AND SERVICE OPPORTUNITIES. WE INVEST IN DISCOVERING AND UNDERSTANDING OUR STUDENTS' TALENTS, INTERESTS AND PERSONALITIES. 32107488 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 83 0 232 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X JAMES A FRICK 9083626121 BLAIR ACADEMY BLAIRSTOWN NJ 07825 DOUGLAS W KIMMELMAN CHAIRMAN 5.00 X X 0 0 0 DOMINICK J ROMANO VICE CHAIRMAN AND TREASURE 5.00 X X 0 0 0 ANNE E CRAMER SECRETARY 5.00 X X 0 0 0 REV DAVID G HARVEY TRUSTEE 5.00 X 0 0 0 G DAVID MACEWEN TRUSTEE 5.00 X 0 0 0 KEITH H RAUSCHENBACH TRUSTEE 5.00 X 0 0 0 MARIA G SAVETTIERE TRUSTEE 5.00 X 0 0 0 ROBIN J SCHEMAN TRUSTEE 5.00 X 0 0 0 CORNELIUS E SIGETY TRUSTEE 5.00 X 0 0 0 ROBERT G SIGETY TRUSTEE 5.00 X 0 0 0 AMELIA C WOLFE TRUSTEE 5.00 X 0 0 0 KURT A BAKER TRUSTEE 5.00 X 0 0 0 ELISE BATES RUSSELL TRUSTEE 5.00 X 0 0 0 DEREK M PEACHEY TRUSTEE 5.00 X 0 0 0 HOBART VAN DEUSEN TRUSTEE 5.00 X 0 0 0 VICTORIA P BAILEY TRUSTEE 5.00 X 0 0 0 ALLEN M GIBSON TRUSTEE 5.00 X 0 0 0 AKHIL GARG TRUSTEE 5.00 X 0 0 0 ELIZABETH B ROBINSON TRUSTEE 5.00 X 0 0 0 PETER SANTORO TRUSTEE 5.00 X 0 0 0 WILLIAM BAO BEAN TRUSTEE 5.00 X 0 0 0 EMMANUEL BELLO TRUSTEE 5.00 X 0 0 0 MARIA LIEBERMAN SMALLEY TRUSTEE 5.00 X 0 0 0 ASHLEY H THOMPSON TRUSTEE 5.00 X 0 0 0 RICHARD W WENNER TRUSTEE 5.00 X 0 0 0 PETER CURRAN HEAD OF SCHOOL 40.00 X 335000 0 69575 JAMES A FRICK ASST. TREASURER AND ASST. 40.00 X 345000 0 73065 NICOLE JOHNSON COLLEGE COUNSEL 40.00 X 137363 0 33409 RYAN PAGOTTO ADMINISTRATION 40.00 X 184000 0 62159 CARA MOHLMANN ADVANCEMENT 40.00 X 144278 0 27365 LORRY PERRY ADMINISTRATION 40.00 X 136302 0 27384 CRAIG HALL ADVANCEMENT 40.00 X 290000 0 56099 CHRISTOPHER FORTUNATO FORMER HEAD OF SCHOOL 40.00 X 202500 0 29050 1774443 0 378106 20 1 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLETIMONIUM MD 21093 FOOD SERVICE 2543497 CSI INTERNATIONAL INC 6700 N ANDREWS AVE STE 400 FT LAUDERDALE FL 33309 JANITORIAL 984829 CMG OF EASTON INC 1280 CEDARVILLE ROAD EASTON PA 18042 CONSTRUCTION 791971 SJ FUEL SOUTH CO INC 208 WHITE HORSE PIKE SUITE 4 BARRINGTON NJ 08007 FUEL SERVICES 638324 MARK ANTHONY CONSTRUCTION LLC PO BOX 45 BLAIRSTOWN NJ 07825 CONSTRUCTION 345744 18 15884613 1942822 15884613 TUITION/FEES 611600 31508058 31508058 SUPPORT SERVICES 611710 422172 422172 31930230 1835087 198690 1636397 35405 0 35405 35405 35405 5341360 932132 4409228 4409228 4409228 SUMMER PROGRAMS 611710 120125 120125 GOLF & TENNIS 713910 94852 94852 6794 6794 221771 54316334 31937024 449072 6045625 6626983 6626983 840839 840839 11632593 9273462 1312837 1046294 896657 687595 136142 72920 3349107 2442229 647880 258998 879715 661661 143401 74653 36130 36130 39750 39750 3764784 2725840 58668 980276 2360853 2360853 237995 93681 144314 380937 380937 3662337 3662337 571391 571391 OUTSIDE SERVICES 1561770 1477846 83924 CUSTODIAL SERVICES 1076648 1076648 PROPERTY TAXES 75816 75816 1057685 8010 375882 673793 39051990 32107488 3609330 3335172 7359282 7699031 3593566 3648306 9746277 15413443 46455 94466 224853 293504 956637 856523 145696380 54867376 91287459 90829004 94453947 78561460 48457373 55883461 3359873 2795949 259485722 256075147 1940463 1994671 5164477 5042307 24076418 23291904 247906 239770 31429264 30568652 X 124760599 123429147 103295859 102077348 228056458 225506495 259485722 256075147 X 15264344 -17250383 -563924 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146971856 5733996 -11282054 4747454 136676344 109319565 8267516 34079110 4694335 146971856 107933323 6497167 -5110924 109319566 103042862 4783766 106695 107933323 95980432 2102209 4960221 103042862 0.31630 0.45930 0.22440 0 0 1553144 1553144 114552944 36394617 78158327 17315781 9903832 7411949 11140752 8568927 2571825 1133759 1133759 90829004 ALTERNATIVE INVESTMENTS 55883461 F 55883461 INTEREST PAYABLE 239770 239770 X 30438968 -17250383 -17250383 47689351 6626983 6626983 54316334 32425007 0 32425007 6626983 6626983 39051990 PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (JUNE 30, 2019 - JUNE 30, 2021) OR EXPECTED TO BE TAKEN IN THE ACADEMY'S TAX RETURN FOR THE YEAR ENDED JUNE 30, 2022 AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID NETTED AGAINST STUDENT TUITION AND FEES ON FINANCIAL STATEMENTS 6,626,983. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID NETTED AGAINST STUDENT TUITION AND FEES ON FINANCIAL STATEMENTS 6,626,983. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NEWSPAPER ADVERTISEMENT AS WELL AS A STATEMENT IN ALL APPROPRIATE PUBLICATIONS (SEE CATALOGUE). EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 FUNDRAISING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 NEED BASED FINANCIAL ASSISTANCE 152 6626983 PART I, LINE 2: STUDENT AID AMOUNTS ARE APPLIED AGAINST TUITION COSTS. X X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JAMES A FRICK ASST. TREASURER AND ASST. 345000 0 0 0 0 0 34500 0 38565 0 418065 0 0 0 PETER CURRAN HEAD OF SCHOOL 335000 0 0 0 0 0 32000 0 37575 0 404575 0 0 0 CRAIG HALL ADVANCEMENT 269000 0 21000 0 0 0 26950 0 29149 0 346099 0 0 0 RYAN PAGOTTO ADMINISTRATION 184000 0 0 0 0 0 18400 0 43759 0 246159 0 0 0 CHRISTOPHER FORTUNATO FORMER HEAD OF SCHOOL 202500 0 0 0 0 0 20250 0 8800 0 231550 0 0 0 CARA MOHLMANN ADVANCEMENT 144278 0 0 0 0 0 14428 0 12937 0 171643 0 0 0 NICOLE JOHNSON COLLEGE COUNSEL 137363 0 0 0 0 0 10302 0 23107 0 170772 0 0 0 LORRY PERRY ADMINISTRATION 131302 0 5000 0 0 0 11529 0 15855 0 163686 0 0 0 X 37 1942822 SALE OF STOCK 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES THE SERVICES OF AN OUTSIDE BROKERAGE TO RECEIVE AND SELL STOCK GIFTS. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES ROBERT AND CORNELIUS SIGETY ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 REVIEW PROCESS INVOLVES A THOROUGH REVIEW BY THE EXECUTIVE COMMITTEE AND BUDGET/AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO SUBMISSION OF THE RETURN. ANY QUESTIONS OR CONCERNS THAT ARISE FROM THIS REVIEW ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE. THE COMPLETED 990 TAX RETURN IS SHARED WITH THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH INDIVIDUAL OF THE BOARD OF TRUSTEES ANNUALLY RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY AND IS REQUIRED TO REVIEW THE POLICY AND REPORT ANY POSSIBLE CONFLICTS. COPIES OF ALL CONFLICT OF INTEREST RESPONSES ARE SENT TO SECRETARY OF THE BOARD FOR REVIEW AND RESPONSE IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE COMPENSATION OF THE HEADMASTER IN RELATION TO A PEER GROUP OF SCHOOLS AND BASED UPON THIS ANALYSIS IN CONJUNCTION WITH A ANNUAL PERFORMANCE EVALUATION THE COMPENSATION LEVEL IS ESTABLISHED. THE COMPENSATION LEVEL ESTABLISED BY THE COMMITTEE, FOR THE HEADMASTER, IS SHARED WITH THE REMAINDER OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE ALSO REVIEWS ALL ADMINISTRATIVE/KEY EMPLOYEE SALARIES THAT ARE ESTABLISHED BY THE HEADMASTER IN COMPARISON TO A PEER GROUP TO ENSURE THAT THEY ARE COMPARABLE AND COMMENSURATE WITH THE JOB RESPONSIBILITIES OF EACH INDIVIDUAL. ANY CONCERNS BY THE COMMITTEE ARE BROUGHT TO THE ATTENTION OF THE HEADMASTER. 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 UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST -563,924. FORM 990, PART XI, LINE 2C THE BUDGET COMMITTEE OVERSEES THE AUDIT AND SELECTS THE AUDITORS AT THEIR MEETING IN MAY.