BURKE MOUNTAIN ACADEMY INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: BURKE MOUNTAIN ACADEMY INC (EIN 03-0225997)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-15
IRS object ID: 202341359349312799
Schema version: 2021v4.2
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 I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T15:03:16-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	030210880	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	AM PEISCH & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	24 AIRPORT ROAD SUITE 402	AddressLine1Txt
City	WEST LEBANON	CityNm
State Abbreviation	NH	StateAbbreviationCd
ZIP	037841663	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	030225997	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BURKE MOUNTAIN ACADEMY INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BURK	BusinessNameControlTxt
Phone	8026265607	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	60 ALPINE LANE	AddressLine1Txt
City	EAST BURKE	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	058326601	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM BOOKER	PersonNm
Person Title	HEAD OF SCHOOL	PersonTitleTxt
Phone	8026265607	PhoneNum
Signature	2023-05-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WILLIAM	PersonFirstNm
Person Last	BOOKER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MANDY C GILES CPA	PreparerPersonNm
PTIN	P01204048	PTIN
Phone	6033060100	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	WILLIAM BOOKER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	60 ALPINE LANE	AddressLine1Txt
City	EAST BURKE	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05832	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$11,957,804	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BURKEMTNACADEMY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1971	FormationYr
Legal Domicile State	VT	LegalDomicileStateCd
Activity Or Mission	SECONDARY EDUCATION AND SKI TRAINING INSTITUTION	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	73	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,961,988	PYContributionsGrantsAmt
CY Contributions Grants	$1,340,754	CYContributionsGrantsAmt
PY Program Service Revenue	$5,194,877	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,834,652	CYProgramServiceRevenueAmt
PY Investment Income	$665,817	PYInvestmentIncomeAmt
CY Investment Income	$1,600,676	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$70,090	CYOtherRevenueAmt
PY Total Revenue	$7,822,682	PYTotalRevenueAmt
CY Total Revenue	$8,846,172	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,197,516	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$661,446	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,827,938	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,146,425	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$401,346	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,392,441	PYOtherExpensesAmt
CY Other Expenses	$3,627,278	CYOtherExpensesAmt
PY Total Expenses	$6,417,895	PYTotalExpensesAmt
CY Total Expenses	$7,435,149	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,404,787	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,411,023	CYRevenuesLessExpensesAmt
Total Assets BOY	$20,666,226	TotalAssetsBOYAmt
Total Assets EOY	$20,297,056	TotalAssetsEOYAmt
Total Liabilities BOY	$2,499,555	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,766,536	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$18,166,671	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$17,530,520	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	BURKE MOUNTAIN ACADEMY PROVIDES PASSIONATE SKI RACERS THE OPPORTUNITY TO PURSUE THEIR LIMITLESS ACADEMIC AND ATHLETIC POTENTIAL IN A COMMUNITY BASED ON TRUST. WE EMBRACE AN ETHOS IN WHICH HARD WORK IS HELD IN THE HIGHEST ESTEEM, AND BELIEVE RISKING FAILURE AND LEARNING FROM SUCCESS ARE EXCEPTIONAL PREPARATION FOR LIFE BEYOND BURKE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,041,705	ExpenseAmt
Grant	$661,446	GrantAmt
Revenue	$5,904,742	RevenueAmt
Desc	BURKE MOUNTAIN ACADEMY, INC. IS A PRIVATE, NOT-FOR-PROFIT, NON-TRADITIONAL SCHOOL INCORPORATED IN THE STATE OF VERMONT. THE ACADEMY ENABLES YOUNG MEN AND WOMEN TO SIMULTANEOUSLY PURSUE RIGOROUS OBJECTIVES IN SKI RACING AND ACADEMICS. THE ACADEMY CONDUCTS ITS TRADITIONAL ACADEMIC PROGRAMS SEPTEMBER THROUGH JUNE AS WELL AS SUPPORTS VARIOUS TRAINING PROGRAMS DURING THE WINTER AND SUMMER PERIODS.	Desc
Total Program Service Expenses	$6,041,705	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	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	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	0	TaxExemptBondsInd
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	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	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	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	73	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	0	ForeignFinancialAccountInd
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
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	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	0	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
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GARRETT QUIMBY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8026265607	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	60 ALPINE LANE	AddressLine1Txt
City	EAST BURKE	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05832	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
KATHY GUNDERSON
VICE CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
JOHN DATOR
TRUSTEE	1.00	Yes (X)		$0	$0	$0
COLIN DEVORE
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
THOMAS ROLFS
CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
EDITH MORGAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ERIC MORGAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SHAWN BYRON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LINDSAY CONE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JENNIFER GRUMHAUS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SHANE SARTY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CW ESTOFF
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JAMES DEVENDORF
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM BOOKER
HEAD OF SCHOOL	40.00		Yes (X)	$181,374	$0	$108,079

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$181,374	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$108,079	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$292,068	GovernmentGrantsAmt
All Other Contributions	$1,048,686	AllOtherContributionsAmt
Noncash Contributions	$2,260	NoncashContributionsAmt
Total Contributions	$1,340,754	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION/ROOM/BOARD	900099	$3,983,738	$3,983,738
STUDENT FEES/REIMBURSEMENT	900099	$1,841,099	$1,841,099
STORE SALES TO STUDENTS	900099	$9,815	$9,815

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,834,652	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$437,078	TotalRevenueColumnAmt
Exclusion	$437,078	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$70,090	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$70,090	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$70,090	TotalRevenueColumnAmt
Related Or Exempt Func Income	$70,090	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$4,275,230	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$3,111,632	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,163,598	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,163,598	TotalRevenueColumnAmt
Exclusion	$1,163,598	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,846,172	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,904,742	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,600,676	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$661,446	TotalAmt
Program Services	$661,446	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$200,000	TotalAmt
Management And General	$100,000	ManagementAndGeneralAmt
Fundraising	$100,000	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$2,188,161	TotalAmt
Program Services	$1,776,079	ProgramServicesAmt
Management And General	$343,587	ManagementAndGeneralAmt
Fundraising	$68,495	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$111,273	TotalAmt
Program Services	$82,754	ProgramServicesAmt
Management And General	$20,668	ManagementAndGeneralAmt
Fundraising	$7,851	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$479,314	TotalAmt
Program Services	$356,467	ProgramServicesAmt
Management And General	$89,029	ManagementAndGeneralAmt
Fundraising	$33,818	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$167,677	TotalAmt
Program Services	$124,702	ProgramServicesAmt
Management And General	$31,145	ManagementAndGeneralAmt
Fundraising	$11,830	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$54,859	TotalAmt
Management And General	$54,859	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$18,640	TotalAmt
Management And General	$18,640	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$56,934	TotalAmt
Management And General	$56,934	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$46,528	TotalAmt
Management And General	$46,528	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$266,108	TotalAmt
Program Services	$266,108	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$90,225	TotalAmt
Program Services	$90,225	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$45,944	TotalAmt
Program Services	$45,944	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$462,692	TotalAmt
Program Services	$462,692	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$100,670	TotalAmt
Program Services	$100,670	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ALTHLETIC EXPENSES	$1,794,228	$1,794,228
GENERAL ADMIN	$230,708		$230,708
FOOD SERVICE	$189,149	$189,149
DEVELOPMENT EXPENSE	$173,852			$173,852

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$96,741	TotalAmt
Program Services	$91,241	ProgramServicesAmt
Fundraising	$5,500	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,435,149	TotalAmt
Program Services	$6,041,705	ProgramServicesAmt
Management And General	$992,098	ManagementAndGeneralAmt
Fundraising	$401,346	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$204	BOYAmt
EOY	$751	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$272,043	BOYAmt
EOY	$728,566	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$524,057	BOYAmt
EOY	$204,200	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$207,984	BOYAmt
EOY	$279,857	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$24,130	BOYAmt
EOY	$5,339	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$62,614	BOYAmt
EOY	$256,961	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$14,628,415	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$6,038,536	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,375,166	BOYAmt
EOY	$8,589,879	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$10,633,211	BOYAmt
EOY	$9,695,194	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$86,016	BOYAmt
EOY	$55,508	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$480,801	BOYAmt
EOY	$480,801	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$20,666,226	BOYAmt
EOY	$20,297,056	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$158,574	BOYAmt
EOY	$253,211	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$773,180	BOYAmt
EOY	$750,204	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$1,567,801	BOYAmt
EOY	$1,763,121	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,499,555	BOYAmt
EOY	$2,766,536	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,032,365	BOYAmt
EOY	$8,333,886	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,134,306	BOYAmt
EOY	$9,196,634	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$18,166,671	BOYAmt
EOY	$17,530,520	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$20,666,226	BOYAmt
EOY	$20,297,056	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,411,023	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,047,174	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$10,633,211	BeginningYearBalanceAmt
Contributions	$1,676,469	ContributionsAmt
Investment Earnings Or Losses	-$1,498,415	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,062,086	OtherExpendituresAmt
Administrative Expenses	$53,985	AdministrativeExpensesAmt
End Year Balance	$9,695,194	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,175,693	BeginningYearBalanceAmt
Contributions	$327,500	ContributionsAmt
Investment Earnings Or Losses	$2,219,938	InvestmentEarningsOrLossesAmt
Other Expenditures	$40,000	OtherExpendituresAmt
Administrative Expenses	$49,220	AdministrativeExpensesAmt
End Year Balance	$10,633,211	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,326,018	BeginningYearBalanceAmt
Contributions	$612,795	ContributionsAmt
Investment Earnings Or Losses	-$26,924	InvestmentEarningsOrLossesAmt
Other Expenditures	$692,682	OtherExpendituresAmt
Administrative Expenses	$43,514	AdministrativeExpensesAmt
End Year Balance	$8,175,693	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,266,322	BeginningYearBalanceAmt
Contributions	$139,220	ContributionsAmt
Investment Earnings Or Losses	$321,750	InvestmentEarningsOrLossesAmt
Other Expenditures	$358,858	OtherExpendituresAmt
Administrative Expenses	$42,416	AdministrativeExpensesAmt
End Year Balance	$8,326,018	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,821,162	BeginningYearBalanceAmt
Contributions	$2,153,244	ContributionsAmt
Investment Earnings Or Losses	$354,165	InvestmentEarningsOrLossesAmt
Other Expenditures	$25,000	OtherExpendituresAmt
Administrative Expenses	$37,249	AdministrativeExpensesAmt
End Year Balance	$8,266,322	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.73000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.27000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$423,141	OtherCostOrOtherBasisAmt
Book Value	$423,141	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,964,706	OtherCostOrOtherBasisAmt
Depreciation	$3,529,224	DepreciationAmt
Book Value	$7,435,482	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,240,568	OtherCostOrOtherBasisAmt
Depreciation	$2,509,312	DepreciationAmt
Book Value	$731,256	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$8,589,879	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$6,080,618	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,047,174	NetUnrealizedGainsInvstAmt
Other Revenue	-$718,380	OtherRevenueAmt
Revenue Not Reported	-$2,765,554	RevenueNotReportedAmt
Revenue Subtotal	$8,846,172	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$8,846,172	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,852,588	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$78,885	OtherExpensesIncludedAmt
Expenses Not Reported	$78,885	ExpensesNotReportedAmt
Expenses Subtotal	$6,773,703	ExpensesSubtotalAmt
Other Expenses Not Included	$661,446	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$661,446	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$7,435,149	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	ENDOWMENT FUNDS ARE RESTRICTED TO PROVIDE SCHOLARSHIPS AND SUPPORT TO ACADEMY OPERATIONS AND CAPITAL AS PERMITTED BY GOVERNING INSTRUMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	INVESTMENT FEES NETTED WITH REVENUE FOR FINANCIAL STATEMENTS NOT 990 -56,934. TUITION DISCOUNTS -661,446.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	EXPENSES FOR CONSOLIDATED ENTITY FOR FINANCIAL STATEMENTS NOT 990 135,819. INVESTMENT FEES NETTED WITH REVENUE FOR FINANCIAL STATEMENTS NOT 990 -56,934.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	TUITION DISCOUNTS 661,446.

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	THE ACADEMY'S RACIALLY NON-DISCRIMINATORY POLICY IS PRINTED IN WRITTEN COMMUNICATIONS WITH THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRESS AND SCHOLARSHIPS. NOTICE OF THIS POLICY IS INCLUDED IN NEWSPAPER AND BROADCAST ADVERTISING.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS	24	$620,691
TRAINING ASSISTANCE	8	$40,755

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	SCHOLARSHIPS AND ASSISTANCE PROVIDED TO STUDENTS IS DETERMINED AND MONITORED BY THE BOARD OF TRUSTEES AND THE SCHOOL HEADMASTER. A SUMMARY IS MAINTAINED DETAILING AMOUNT AND TYPE OF SCHOLARSHIP BY INDIVUDAL STUDENT.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	0	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
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

Field	Value	IRS element (for citing)
Person	WILLIAM BOOKER	PersonNm
Title	HEAD OF SCHOOL	TitleTxt
Base Compensation Filing Org	$181,374	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$39,000	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$69,079	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$289,453	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	A COPY OF THE 990 IS PROVIDED TO THE AUDIT/FINANACE COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. HOWEVER, A PREVIEW BY THE FULL BOARD DOES NOT OCCUR.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTERST POLICY IS REVIEWED ANNUALLY FOR COMPLIANCE AND RELEVANCE.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE KEY EMPLOYEE AND APPROVES ANNUAL COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS AND ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE.
FORM 990, PART X11, LINE 2C	THE FINANCE COMMITTEE SELECTS THE AUDIT FIRM AND OVERSEES THE AUDIT.