2025-10-14T07:27:07-05:00 2024-06-30 030225774 GALLAGHER FLYNN & COMPANY LLP 725 COMMUNITY DRIVE SUITE 401 SOUTH BURLINGTON VT 05403 990 2023-07-01 030225997 BURKE MOUNTAIN ACADEMY INC BURK 8026265607 60 ALPINE LANE EAST BURKE VT 05832 WILLIAM BOOKER HEAD OF SCHOOL 8026265607 2025-10-13 1 0 AMY L WOOD CPA P02457252 8028631331 2025-10-09 2023 2025-03-06 01:10:19Z BURKE MOUNTAIN ACADEMY WILLIAM BOOKER 60 ALPINE LANE EAST BURKE VT 05832 22164377 0 X WWW.BURKEMTNACADEMY.ORG X 1971 VT SECONDARY EDUCATION AND SKI TRAINING INSTITUTION. 12 12 79 0 0 0 3030112 2335573 6425353 7105941 283500 912811 414446 213074 10153411 10567399 941948 1100888 0 0 3774206 3941176 0 0 728389 4141632 4069412 8857786 9111476 1295625 1455923 22084847 23853344 2803270 2596024 19281577 21257320 X BURKE MOUNTAIN ACADEMY (BMA) PROVIDES PASSIONATE SKI RACERS THE OPPORTUNITY TO PURSUE THEIR LIMITLESS ACADEMIC AND ATHLETIC POTENTIAL IN A COMMUNITY BASED ON TRUST. (CONTINUES IN SCHEDULE O)(CONTINUED)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. 0 0 7005512 1100888 7221455 BMA IS A PRIVATE, NOT-FOR-PROFIT, NON-TRADITIONAL SCHOOL INCORPORATED IN THE STATE OF VERMONT. BMA ENABLES YOUNG INDIVIDUALS TO SIMULTANEOUSLY PURSUE RIGOROUS OBJECTIVES IN SKI RACING AND ACADEMICS. BMA CONDUCTS ITS TRADITIONAL ACADEMIC PROGRAMS SEPTEMBER THROUGH JUNE AS WELL AS VARIOUS TRAINING PROGRAMS DURING THE WINTER AND SUMMER PERIODS. 7005512 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 79 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X GARRETT QUIMBY 8026265607 60 ALPINE LANE EAST BURKE VT 058326601 COLIN DEVORE CO-CHAIR 1.00 X X 0 0 0 JENNIFER GRUMHAUS CO-CHAIR 1.00 X X 0 0 0 JAMES DEVENDORF SECRETARY 1.00 X X 0 0 0 LINDSAY CONE TREASURER 1.00 X X 0 0 0 SHAWN BYRON TRUSTEE 1.00 X 0 0 0 JOHN DATOR TRUSTEE 1.00 X 0 0 0 CW ESTOFF TRUSTEE 1.00 X 0 0 0 MARJORIE FRIEDMAN TRUSTEE 1.00 X 0 0 0 BRANDON LAWRENCE TRUSTEE 1.00 X 0 0 0 EDITH MORGAN TRUSTEE 1.00 X 0 0 0 THOMAS ROLFS TRUSTEE 1.00 X 0 0 0 SHANE SARTY TRUSTEE 1.00 X 0 0 0 WILLY BOOKER HEAD OF SCHOOL 40.00 X 212250 0 90955 JESSE HUNT SPORT DIRECTOR 40.00 X 163250 0 16207 375500 0 107162 2 0 1 0 GADE ASSOCIATES LLC PO BOX 89 WILLISTON VT 05495 CONSULTING SERVICES 132000 MCGRATH ALPINE KAREN ANKERS VEI 3 EIKSMARKA NO ALPINE TRAINING 103598 2 844112 1491461 1848 2335573 TUITION AND FEES 611600 5088685 5088685 TRAINING AND COMPETITION 611600 1962644 1962644 OTHER 611600 54612 54612 7105941 338870 338870 12167746 3173 11596978 0 570768 3173 573941 573941 MISCELLANEOUS 611600 213074 115514 97560 213074 10567399 7221455 0 1010371 741388 741388 359500 359500 344576 172288 172288 2807838 2110659 502481 194698 97030 72938 17364 6728 488432 396058 75065 17309 203300 150912 38293 14095 10985 10985 43750 43750 34290 34290 66903 66903 342459 269075 61153 12231 1590566 1499901 45152 45513 51622 40560 9218 1844 465880 336945 107446 21489 117596 4840 112756 TRAINING AND COMPETITIO 523303 523303 INVENTORY AND SUPPLIES 338960 338960 MEMBERSHIPS AND SUBSCRI 107793 107793 375305 160473 147334 67498 9111476 7005512 1377575 728389 314199 13310 224365 204730 1838130 3024988 363125 196410 27170 25109 140298 177000 14524568 6651074 8273202 7873494 10368049 11811146 55508 46356 480801 480801 22084847 23853344 199117 272967 821752 909715 1782401 1413342 2803270 2596024 X 7424058 8305564 11857519 12951756 19281577 21257320 22084847 23853344 1455923 519820 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10160759 128153 1235794 -94626 -357780 -33755 11038545 9319183 784735 672458 -86250 -477643 -51724 10160759 10633211 1676469 -1498415 1062086 53985 9319183 8175693 327500 2219938 40000 49220 10633911 8326018 612795 -26924 692682 43514 8175693 0.10730 0.72390 0.16880 0 0 423141 423141 10993429 4077518 6915911 3007327 2549923 457404 100671 23633 77038 7873494 X PART V, LINE 4: ENDOWMENT FUNDS INCLUDE DONOR-RESTRICTED AMOUNTS REQUIRED TO BE MAINTAINED IN PERPETUITY (PERMANENT ENDOWMENT) AND INVESTMENT RETURNS THEREON (TEMPORARILY RESTRICTED ENDOWMENT), WHICH ARE SUBJECT TO BMA'S SPENDING AND APPROPRIATION POLICY FOR SCHOLARSHIPS AND AND OTHER OPERATIONAL SUPPORT, AS SPECIFIED BY THE RESPECTIVE DONORS. THE ENDOWMENT ALSO INCLUDES A BOARD-DESIGNATED FUND, WHICH MAY BE INVESTED AND APPROPRIATED AT THE DISCRETION OF BMA'S BOARD OF TRUSTEES. PART X, LINE 2: EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION BMA HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS BMA HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, THEREFORE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THE FINANCIAL STATEMENTS. TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 BMA'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. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICES SKI RACING PROGRAMS AND TRAINING CAMPS 738818 0 1 0 0 0 1 738818 0 738818 SCHOLARSHIPS AND TRAINING ASSISTANCE NORTH AMERICA 8 322500 SCHOLARSHIPS AND TRAINING ASSISTANCE FAIR MARKET VALUE SCHOLARSHIPS AND TRAINING ASSISTANCE EUROPE (INCLUDING ICELAND & GREENLAND) 1 37000 SCHOLARSHIPS AND TRAINING ASSISTANCE FAIR MARKET VALUE 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE IN THE FORM OF TUITION ABATEMENT (I.E. SCHOLARSHIPS) AND RELATED FINANCIAL ASSISTANCE TO STUDENTS OF BMA, WHICH ARE OFFERED TO INDIVIDUALS FROM THE UNITED STATES AND OTHER NATIONS BASED ON THE SAME CRITERIA. BMA ENSURES EACH STUDENT'S ELIGIBILITY AND PARTICIPATION IN RELATED PROGRAMS. PART I, LINE 3: TRANSACTIONS ARE ACCOUNTED FOR IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). X X X X X X 1 GADE ASSOCIATES LLC PO BOX 89 WILLISTON VT 05495 CONSULTING SERVICES 0 0 0 132000 132000 VT SCHEDULE G, PART I, LINE 2B, COLUMN (V) BMA RETAINED A CONSULTANT THAT WAS HIRED TO ADVISE AND SUPPORT FUNDRAISING STRATEGY AND DEVELOPMENT. 1 SCHOLARSHIPS TO STUDENTS 27 741388 FAIR MARKET VALUE SCHOLARSHIPS AND TRAINING ASSISTANCE PART I, LINE 2: SCHOLARSHIPS AND OTHER TRAINING ASSISTANCE ARE OFFERED TO STUDENTS ON THE BASIS OF FINANCIAL NEED OR MERIT. BMA ASSESSES EACH INDIVIDUAL'S QUALIFICATIONS AGAINST THOSE DEFINED CRITERIA. SCHOLARSHIPS AND ASSISTANCE IS MONITORED BY THE BOARD OF TRUSTEES AND THE HEAD OF SCHOOL. A SUMMARY IS MAINTAINED DETAILING AMOUNT AND TYPE OF ASSISTANCE BY INDIVIDUAL STUDENT. X 1 0 X X X 0 0 0 0 0 0 0 0 0 WILLY BOOKER HEAD OF SCHOOL 212250 0 0 0 0 0 45000 0 45955 0 303205 0 0 0 JESSE HUNT SPORT DIRECTOR 163250 0 0 0 0 0 8125 0 8082 0 179457 0 0 0 PART I, LINE 1A BMA OWNS A PROPERTY WHICH IS USED BY THE HEAD OF SCHOOL AS A RESIDENCE FOR PERSONAL USE. X 119 36289 FAIR MARKET VALUE 0 1 0 PART I, LINE 9 COLUMN (B) REPRESENTS THE NUMBER OF SHARES RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE AUDIT/FINANCE 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 INTEREST POLICY IS REVIEWED ANNUALLY FOR COMPLIANCE AND RELEVANCE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE REVIEWS AND APPROVES COMPENSATION OF THE HEAD OF SCHOOL ANNUALLY. 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 XII, LINE 2C: BMA DID NOT CHANGE ITS AUDIT OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. BURKE RACING INC 60 ALPINE LANE EAST BURKE VT 058326601 812874871 SUPPORT ALPINE AND SKI RACING PROGRAMS VT 501(C)(3) LINE 12A, I 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BURKE RACING INC E 480801 FAIR MARKET VALUE