2019-05-13T14:20:06-05:00 2018-06-30 510380493 WHEELER WOLFENDEN & DWARES PA 4550 NEW LINDEN HILL ROAD STE 201 WILMINGTON DE 19808 990 2017-07-01 231433899 THE ACADEMY OF THE NEW CHURCH ACAD 2159474200 P O BOX 711 PITCAIRN HALL BRYN ATHYN PA 19009 DUANE HYATT TREASURER 2159474200 2019-05-13 1 KATHLEEN CORCORAN CPA P00454914 3022548240 74.95.163.225 2019-05-13 14:23:16 ED P ECA4EEDA5E3F9351325A8CE1B091362618B7A0BD BFC967F3D1E313F88752A20AA9FCB0BF612C1950 2017 2019-02-21 02:37:17Z DUANE HYATT P O BOX 711 PITCAIRN HALL BRYN ATHYN PA 19009 47681054 0 X ANCSS.ORG, BRYNATHYN.EDU X 1876 PA THE MISSION OF THE ACADEMY IS TO STUDY AND TEACH THE TRUTHS OF THE NATURAL AND SPIRITUAL WORLDS IN THE LIGHT OF THE OLD TESTAMENT, THE NEW TESTAMENT, AND THE WRITINGS OF EMANUEL SWEDENBORG. THIS IS DONE AT THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS, BRYN ATHYN COLLEGE AND THE ACADEMY OF THE NEW CHURCH THEOLOGICAL SCHOOL. 26 19 413 175 810173 -106305 7044271 13952425 13064100 14599428 10413994 13523103 58357 88313 30580722 42163269 3456443 4008945 0 0 14666334 15529449 0 0 219669 16864691 18201887 34987468 37740281 -4406746 4422988 378265624 387703836 64426312 60247823 313839312 327456013 X THE MISSION OF THE ACADEMY IS TO STUDY AND TEACH THE TRUTHS OF THE NATURAL AND SPIRITUAL WORLDS IN THE LIGHT OF THE OLD TESTAMENT, THE NEW TESTAMENT, AND THE WRITINGS OF EMANUEL SWEDENBORG. THIS IS DONE AT THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS, BRYN ATHYN COLLEGE AND THE ACADEMY OF THE NEW CHURCH THEOLOGICAL SCHOOL. 0 0 8158858 1379653 4224089 THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS IS A MISSION-DRIVEN, ACCREDITED, PRIVATE GIRLS SCHOOL AND BOYS SCHOOL PROVIDING 9TH - 12TH GRADE EDUCATION. OUR SELF-MOTIVATED STUDENTS ARE INTERESTED IN AN ACADEMIC APPROACH THAT COMBINES CHALLENGING COURSEWORK WITH A UNIQUELY CHRISTIAN EDUCATION.OUR CURRICULUM IS INSPIRED BY THE NEW CHURCH AND ITS FUNDAMENTAL VALUES. EVERY COURSE CHALLENGES STUDENTS TO FIND A SENSE OF PURPOSE.OUR ACADEMIC COURSES ARE RIGOROUS AND PROVIDE STUDENTS WITH A STRONG FOUNDATION FOR THEIR FUTURES. EACH COURSE INTEGRATES SPIRITUAL LESSONS WITH THE ACADEMIC SUBJECT MATTER, ENABLING STUDENTS TO DEVELOP BOTH MORALLY AND INTELLECTUALLY.OUR CORE PURPOSE IS TO PREPARE OUR STUDENTS FOR A PRINCIPLED AND USEFUL LIFE IN BOTH THE NATURAL AND SPIRITUAL WORLDS. WE SUPPORT OUR CORE PURPOSE BY ENSURING THAT OUR CORE VALUES ARE ALWAYS A PART OF OUR EFFORTS:1) THE HEAVENLY DOCTRINES GUIDE US AND ARE THE FOUNDATION OF OUR PROGRAMS.2) WE PREPARE OUR STUDENTS TO GROW SPIRITUALLY, MORALLY, ACADEMICALLY, PHYSICALLY, SOCIALLY, AND ARTISTICALLY.3) WE HONOR AND NURTURE THE UNIQUE AND COMPLEMENTARY NATURE OF THE SEXES.4) WE ARE PASSIONATE ABOUT PROMOTING WHAT IS BEST FOR EACH STUDENT.5) WE ENGAGE OUR STUDENTS IN LIVES OF SOCIAL RESPONSIBILITY.KEEPING OUR CORE PURPOSE AND CORE VALUES IN MIND, OUR GOAL IS TO BECOME THE RECOGNIZED MODEL IN SECONDARY EDUCATION, LEADING THE WAY IN THE INTEGRATION OF NATURAL AND SPIRITUAL KNOWLEDGE AND COMPLEMENTARY GENDER EDUCATION. STUDENTS RECEIVE SIGNIFICANT INDIVIDUAL ATTENTION. EACH OF OUR STUDENTS HAS AN ACADEMIC ADVISOR AND ACCESS TO OUR COLLEGE AND CAREER COUNSELOR, OUR CHAPLAIN AND PASTORAL STAFF, AND PRIVATE COUNSELING SERVICES. OUR GRADUATES CONSISTENTLY EXCEL IN THEIR CHOSEN PATH AND WE ARE PROUD OF THE DIFFERENCE THEY ARE MAKING IN THE WORLD. FULL-TIME FACULTY MEMBERS ARE EXPECTED TO HAVE A MASTER'S DEGREE OR TO BE WORKING TOWARD ONE AND WE PROVIDE FOR THE ONGOING PROFESSIONAL DEVELOPMENT OF OUR TEACHERS. OUR STAFF MAKES A DIFFERENCE IN THE LIVES OF OUR STUDENTS EVERY DAY. 16292543 2469480 9069965 FOUNDED IN 1877, BRYN ATHYN COLLEGE IS A SMALL, PRIVATE, COEDUCATIONAL, LIBERAL ARTS COLLEGE DEDICATED TO A NEW CHURCH APPROACH TO EDUCATION AND LIFE. THE CURRICULUM PAIRS RIGOROUS ACADEMICS WITH SPIRITUAL INQUIRY AND EMPHASIZES CRITICAL THINKING, QUANTITATIVE REASONING, PUBLIC PRESENTATION, AND EXPERIENTIAL EDUCATION. BRYN ATHYN CLASSES ARE SMALL, WITH AN AVERAGE CLASS SIZE OF 14 STUDENTS AND A STUDENT-FACULTY RATIO OF 6:1. THE 130-ACRE CAMPUS IS LOCATED IN BRYN ATHYN, PENNSYLVANIA, 14 MILES NORTH OF CENTER-CITY PHILADELPHIA.1) THE ULTIMATE PURPOSE OF BRYN ATHYN COLLEGE IS TO ENHANCE STUDENTS' CIVIL, MORAL, AND SPIRITUAL LIFE, AND TO CONTRIBUTE TO HUMAN SPIRITUAL WELFARE.2) LOCATION: THE SPACIOUS AND GREEN 130-ACRE CAMPUS IS LOCATED IN BRYN ATHYN, PENNSYLVANIA, JUST 14 MILES NORTHEAST OF CENTER CITY PHILADELPHIA.3) ENROLLMENT: 318 STUDENTS ACROSS 7 COUNTRIES.4) STUDENT-FACULTY RATIO: 6:15) MAJORS, TRACKS AND MINORS: ANTHROPOLOGY (HSOC*), NURSING, BIOLOGY, BUSINESS, DUAL CERTIFICATION IN EARLY CHILDHOOD EDUCATION (ECE) AND SPECIAL ED AND ECE AND SPECIAL ED NON CERTIFICATION, ENGLISH AND COMMUNICATIONS, DANCE (ID**), PHILOSOPHY (ID**), FINE ARTS (ID**), HISTORY (HSOC*), HUMAN SOCIETY, MATHEMATICS (ID**), POLITICAL SCIENCE (HSOC*), PRE-LAW, PRE-MED, PSYCHOLOGY, RELIGION, AND SOCIOLOGY (HSOC*) AND BUILDING ARTS (BFA). MINORS - BIOLOGY, BUSINESS, MATHEMATICS, PSYCHOLOGY, PUBLIC HISTORY, DANCE, COMPUTER SCIENCE, DATA SCIENCE, EDUCATION, ENGLISH, PHILOSOPHY, COMMUNICATIONS AND RELIGION.6) MASTERS: MASTER IN DIVINITY AND MASTERS IN RELIGIOUS STUDIES7) CAMPUS LIFE: 44% OF STUDENTS LIVE ON CAMPUS. IN ADDITION TO MEN'S AND WOMEN'S RESIDENCE HALLS, UPPERCLASS STUDENTS CAN CHOOSE TO LIVE IN ONE OF OUR APARTMENT-STYLE RESIDENCE COTTAGES OR SUITES.8) AVERAGE CLASS SIZE: 14 STUDENTS9) STUDENT PROFILE: TYPICAL BRYN ATHYN STUDENTS ARE MOTIVATED, ETHICAL, AND ENGAGED IN CAMPUS LIFE. THE AVERAGE INCOMING FRESHMAN HAS AN SAT/ACT SUPERSCORE OF 1080 AND A 3.38 GPA.10) RELIGIOUS AFFILIATION: BRYN ATHYN COLLEGE IS AFFILIATED WITH THE NEW CHURCH (ALSO KNOWN AS THE GENERAL CHURCH OF THE NEW JERUSALEM).11) SPIRITUALITY: AT BRYN ATHYN WE PROMOTE THE VALUES OF A LOVING GOD, A LIFE-LONG JOURNEY OF SPIRITUAL GROWTH, AND LOVING SERVICE TO OTHERS.12) ACCREDITATION: BRYN ATHYN COLLEGE OF THE NEW CHURCH IS ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION (WWW.MSCHE.ORG), 3624 MARKET STREET PHILADELPHIA, PA 19104, (267-284-5000). THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION IS AN INSTITUTIONAL ACCREDITING AGENCY RECOGNIZED BY THE U.S. SECRETARY OF EDUCATION AND THE COUNCIL FOR HIGHER EDUCATION ACCREDITATION.13) FACILITIES: 11 RESIDENCE HALLS INCLUDING SUITES AND COTTAGES; 1 ADMINISTRATIVE BUILDING AND 3 ACADEMIC BUILDINGS, INCLUDING SWEDENBORG LIBRARY AND WORLD-RENOWNED ARCHIVE; MITCHELL PERFORMING ARTS CENTER; ASPLUNDH FIELD HOUSE; JUNGE PAVILION ICE RINK; AND AN HISTORIC DISTRICT, INCLUDING GLENCAIRN MUSEUM AND CAIRNWOOD ESTATE. ANOTHER NATIONAL LANDMARK, THE BRYN ATHYN CATHEDRAL, SITS ON THE EDGE OF THE CAMPUS. 14) ATHLETICS: NCAA DIVISION III, AND MEMBER OF NEAC, OUR INTERCOLLEGIATE TEAMS-THE LIONS- PLAY:WOMEN'S - SOCCER, VOLLEYBALL, TENNIS, LACROSSE, CROSS COUNTRY, FIELD HOCKEY, AND BASKETBALLMEN'S - GOLF, ICE HOCKEY, SOCCER, TENNIS, LACROSSE, CROSS COUNTRY, AND BASKETBALL15) EXTRA-CURRICULAR ACTIVITIES: OUTING CLUB, STUDENT NEWSPAPER, STUDENT GOVERNMENT, INTERNATIONAL STUDENT ORGANIZATION, PLAYS AND MUSICALS, COMMUNITY SERVICE ORGANIZATION, AND MORE. 1789111 188040 GLENCAIRN MUSEUM WAS ORIGINALLY FOUNDED IN 1878. THE CORE PURPOSE OF THE MUSEUM OF THE ACADEMY OF THE NEW CHURCH IS TO PROVIDE A DEEPER UNDERSTANDING OF RELIGION THROUGH CULTURAL EXPRESSIONS OF FAITH. SINCE 1982, THE MUSEUM HAS BEEN HOUSED IN GLENCAIRN, THE FORMER HOME OF RAYMOND AND MILDRED PITCAIRN. IN THE EARLY PART OF THE 20TH CENTURY RAYMOND PITCAIRN SUPERVISED THE CONSTRUCTION OF BRYN ATHYN CATHEDRAL. LATER, AS THE CATHEDRAL NEARED COMPLETION, HE BUILT GLENCAIRN, A "LITTLE CASTLE" FOR HIS FAMILY AND ART COLLECTION. TODAY GLENCAIRN IS KNOWN INTERNATIONALLY FOR ITS OUTSTANDING COLLECTION OF MEDIEVAL SCULPTURE AND STAINED GLASS, PURCHASED BY PITCAIRN AS INSPIRATIONAL MODELS FOR THE ARTISTS WHO WORKED ON THE CATHEDRAL. IN ADDITION TO MEDIEVAL, THE MUSEUM FEATURES ANCIENT EGYPTIAN, ANCIENT NEAR EASTERN, GREEK, ROMAN, AND ASIAN GALLERIES. GLENCAIRN MUSEUM IS ASSOCIATED WITH BRYN ATHYN COLLEGE, AND BELONGS TO THE BRYN ATHYN HISTORIC DISTRICT, RECENTLY DESIGNATED AS A NATIONAL HISTORIC LANDMARK. OUR EXHIBITIONS, PROGRAMS, AND PUBLICATIONS USE GLENCAIRN'S OUTSTANDING COLLECTION OF RELIGIOUS ART TO ILLUSTRATE THE RELIGIOUS TRADITIONS OF PEOPLE THROUGH THE AGES.GLENCAIRN OFFERS REGULAR GUIDED TOURS, CONCERTS, LECTURES, AND SPECIAL EVENTS FOR THE GENERAL PUBLIC. IN OCTOBER 2008, THE SECRETARY OF THE INTERIOR DESIGNATED FOUR HISTORIC BUILDINGS - INCLUDING GLENCAIRN AND BRYN ATHYN CATHEDRAL - AS THE BRYN ATHYN HISTORIC LANDMARK DISTRICT. THE NATIONAL PARK SERVICE DEFINES NATIONAL LANDMARKS AS PLACES THAT "HAVE MEANING FOR ALL AMERICANS." THE BUILDINGS OF THE BRYN ATHYN HISTORIC DISTRICT WERE HONORED FOR THEIR USE OF UNIQUE DESIGNS, SYMBOLISM AND BUILDING MATERIALS-ALL OF THE HIGHEST NATIONAL ACHIEVEMENT.GLENCAIRN MUSEUM IS A POPULAR DESTINATION FOR SCHOOLS IN THE PHILADELPHIA AREA. WE OFFER PROGRAMS FOR ELEMENTARY, SECONDARY AND HOME SCHOOL GROUPS, AS WELL AS FOR COLLEGES AND UNIVERSITIES. IN PARTICULAR, GLENCAIRN IS AN UNPARALLELED EDUCATIONAL RESOURCE FOR BRYN ATHYN COLLEGE AND THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS. TOTAL ATTENDANCE AT OUR TOURS, EVENTS, AND SCHOOL RELATED PROGRAMS WAS 17,479. 1802248 159812 307161 MIXED USE FACILITIES 1802248 159812 307161 28042760 1 1 0 0 0 1 1 1 1 1 1 1 0 0 1 1 1 0 1 0 0 0 1 0 1 0 0 1 1 1 0 0 0 1 0 1 1 1 0 0 0 0 0 1 0 0 0 1 493 0 413 1 1 1 0 0 0 0 1 1 0 0 0 0 X 26 19 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X ACADEMY OF THE NEW CHURCH 2675022635 PO BOX 711 BRYN ATHYN PA 190090711 P LEE ALLEN BOARD MEMBER 1.00 X 0 0 0 SUSAN L ASPLUNDH BOARD MEMBER 1.00 X 0 0 0 BRIAN G BLAIR PRESIDENT BAC 40.00 X X 172052 0 22799 ERIN G BUSBY BOARD MEMBER 1.00 X 0 0 0 REV ERIK J BUSS BOARD MEMBER 1.00 X 0 0 0 CHARLES M COLE BOARD MEMBER 1.00 X 0 0 0 COLIN S COLE BOARD MEMBER 1.00 X 0 0 0 REV MATTHEW GENZLINGER BOARD MEMBER 1.00 X 0 0 0 EILEEN R GLENN BOARD MEMBER 1.00 X 0 0 0 SHAUN BUSS BOARD MEMBER 1.00 X 0 0 0 BRETT HEINRICHS BOARD MEMBER 1.00 X 0 0 0 ANDREW J ALDEN BOARD MEMBER 1.00 X 0 0 0 CHARLES W LINDSAY BOARD MEMBER 1.00 X 0 0 0 BRENT MCCURDY VICE CHAIR 1.00 X X 0 0 0 SUSAN B MCGRATH BOARD MEMBER 1.00 X 0 0 0 RONALD K MCQUEEN BOARD MEMBER 1.00 X 0 0 0 KYLE GENZLINGER BOARD MEMBER 1.00 X 0 0 0 JOSEPH D SECKELMAN BOARD MEMBER 1.00 X 0 0 0 ISAAC SMITH BOARD MEMBER 1.00 X 0 0 0 DAVID B TOLSON BOARD MEMBER 1.00 X 0 0 0 DUANE HYATT TREASURER 40.00 X X 128836 0 35124 BRIAN KLIPPENSTEIN BOARD MEMBER 1.00 X 0 0 0 BRIAN HENDERSON DIRECTOR OF GLENCAIRN MUSE 40.00 X X 102914 0 23617 JAMES G UBER SECRETARY 1.00 X X 0 0 0 BRIAN KEITH CHANCELLOR 1.00 40.00 X 0 121421 38566 DANIEL ALLEN CFO BRYN ATHYN COLLEGE 40.00 X 120057 0 18122 JAMES ADAMS MANAGING DIRECTOR ANCSS 40.00 X 135801 0 32469 TINA BARTELS BUSINESS MANAGER ANC SECON 40.00 X 103904 0 27826 JEREMY IRWIN ANC BOYS SCHOOL PRINCIPLE 40.00 X 101941 0 24234 865505 121421 222757 7 0 1 0 SAGE DINNIG SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 911056 SODEXO PO BOX 905374 CHARLOTTE NC 28290 MAINTENANCE CONTRACTOR 641148 BRIGHTVIEW LANDSCAPES LLC 3630 SOLUTIONS CENTER CHICAGO IL 606773006 LANDSCAPING SERVICES 582102 GURNEY-KERR CONTRACTORS INC 1634 BYBERRY RD HUNTINGDON VALLEY PA 19006 CONSTRUCTION 425504 ROYAL & COMPANY 1920 EAST PARHAM ROAD RICHMOND VA 232282206 MARKETING 331880 5 38600 190926 13722899 13952425 STUDENT TUITION FEES 611600 9638986 9638986 AUXILIARY ENTERPRISES 611710 3700488 3700488 HOSPITALITY & CONFERENCE 721000 810173 810173 MISCELLANEOUS 611710 449781 449781 14599428 12791081 12791081 250101 134389 115712 115712 115712 6034031 5302009 732022 732022 732022 53988 38600 81387 -27399 -27399 42163269 13789255 810173 13611416 34260 34260 3974685 3974685 1332276 893560 424236 14480 10369704 6967365 3279648 122691 988585 987544 1041 2060348 861407 1174794 24147 778536 519000 249506 10030 61997 37702 24295 60770 60770 1634601 549233 1082868 2500 1006553 703178 282057 21318 4843875 4296198 547677 534034 333721 198704 1609 131814 16340 115156 318 960988 960988 4795349 4250847 539040 5462 325015 267036 57979 FOOD SERVICE 1626732 1626732 0 0 COMPUTER & DATA PROCESS 407147 64315 327719 15113 STIPENDS 70873 70873 0 GIFTS AND AWARDS 50424 43029 7395 0 1691715 1545735 145020 960 37740281 28042760 9477852 219669 3860 3860 4271027 12722307 297107 317343 815657 2917400 96909 75004 368827 382690 141791 174093 123607 349723 195704850 57966747 142634688 137738103 229512151 233023313 378265624 387703836 1204401 1862291 377240 360821 108105 126529 39468564 37492536 23268002 20405646 64426312 60247823 X 180360006 184752419 112658137 117198709 20821169 25504885 313839312 327456013 378265624 387703836 X 4422988 6339833 2853880 X X 0 1 X 1 1 1 X 1 90000 2424568 1 1 X X X 1 1 1 0.00 0 X X X X 0 0 1 X 230934235 6752483 15678974 51132807 202232885 210822863 1039390 28829608 9757626 230934235 236813037 978639 -21208813 5760000 210822863 245046966 3652681 -4221641 7664969 236813037 226387688 1599885 22674337 5614944 245046966 0.32700 0.12600 0.54700 0 0 200000 5966151 6166151 115413041 27208515 88204526 31609017 8965901 22643116 14125290 10974040 3151250 28391351 10818291 17573060 137738103 NEW CHURCH INVESTMENT FUND 230283208 F OTHER INVESTMENTS 595787 F INVESTMENTS HELD UNDER PLANNED GIVING AGREEMENTS 2144318 F 233023313 OTHER LIABILITIES UNDER PLANNED GIVING AGREEMENTS 469097 ACCRUED BENEFITS LIABILITY 19936549 20405646 X 47459824 6339833 2853881 9193714 38266110 3897159 3897159 42163269 33843122 0 33843122 3897159 3897159 37740281 PART II, LINE 9: THE ACADEMY OWNS REAL ESTATE HELD AS INVESTMENT PROPERTY WHICH CONTAINS A CONSERVATION EASEMENT. THE PROPERTY WAS SOLD ON JUNE 14, 2018. PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY INSTITUTIONS, THE FINANCIAL STATEMENTS EXCLUDE THE VALUE OF THE PAINTINGS, RARE BOOKS, ANTIQUES, SCULPTURES AND OTHER OBJECTS OF ART DONATED TO THE ACADEMY, AND NO DETERMINATION HAS BEEN MADE AS TO THE AGGREGATE VALUE OF SUCH ITEMS. PART III, LINE 4: SEE FORM 990, PART III, ITEM 4C FOR DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS AND EXPLANATION OF HOW THEY FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. PART IV, LINE 2B: THE ACADEMY HOLDS FUNDS IN CASH ACCOUNTS THAT WERE COLLECTED BY AND BELONG TO VARIOUS STUDENT ORGANIZATIONS WITHIN THE ACADEMY. THE FUNDS ARE USED TO SUPPORT A VARIETY OF STUDENT ACTIVITIES, DEPENDING ON THE PURPOSE OF THE COLLECTION. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS AND SCHOLARSHIPS. CERTAIN FUNDS MAY BE USED FOR CAPITAL PROJECTS. PART X, LINE 2: THE ACADEMY IS EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ACADEMY ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF A RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. CURRENTLY, THE 2014, 2015 AND 2016 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE ACADEMY IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ACADEMY BEEN CONTACTED BY THIS JURISDICTION. THERE WAS NO INTEREST OR PENALTY RELATED TO INCOME TAXES INCLUDED IN THE ACADEMY'S FINANCIAL STATEMENTS FOR 2018 AND 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT FOR MINIMUM PENSION LIABILITY 2,167,585. ADJUSTMENT FOR BENEFIT OBLIGATION 659,767. CHANGE IN VALUE OF PLANNED GIVING AGREEMENTS 26,529. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 3,897,159. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 3,897,159. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS PUBLISHED ON THE WEBSITE, IN AN INTERNATIONAL MAGAZINE AND IN A LOCAL MAGAZINE. SCHEDULE E, PART I, LINE 6 BRYN ATHYN COLLEGE RECEIVES GRANT AID FROM PHEAA AND PARTICIPATES IN THE FOLLOWING FEDERAL PROGRAMS: FEDERAL WORK STUDY AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG). ITS STUDENTS RECEIVE DIRECT STUDENT LOANS, PELL GRANTS, AND PHEAA GRANTS. THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS RECEIVE GRANTS FOR SCHOLARSHIPS SUPPORTED BY THE PENNSYLVANIA EDUCATIONAL IMPROVEMENT TAX CREDIT PROGRAM. 0 0 0 0 0 0 0 0 0 0 TUITION AID NORTH AMERICA 6 65792 DIRECT APPLICATION TO STUDENT ACCOUNT FINANCIAL AID FMV TUITION AID EUROPE 1 5332 DIRECT APPLICATION TO STUDENT ACCOUNT FINANCIAL AID FMV TUITION AID RUSSIA AND NEIGHBORING STATES 1 10000 DIRECT APPLICATION TO STUDENT ACCOUNT FINANCIAL AID FMV 0 0 0 0 0 0 COLLEGE ROCKS BANQUET 10193 10193 10087 6067 GOLF TOURNAMENT 65798 33400 32398 28468 14666 5 16597 5200 11397 11881 10218 92588 38600 53988 50436 30951 81387 -27399 1 BOROUGH OF BRYN ATHYN 2835 BUCK ROAD BRYN ATHYN PA 19009 236002840 34260 DONATIONS MADE TO THE BOROUGH OF BRYN ATHYN IN LIEU OF REAL ESTATE TAXES. BRYN ATHYN COLLEGE AND THEOLOGICAL SCHOOL SCHOLARSHIPS, FINANCIAL AID, AND MUSIC FUND 313 2469480 ACADEMY OF THE NEW CHURCH SCHOLARSHIPS 123 1379653 RESEARCH GRANT 12 125552 SCHEDULE I, PART I, LINE 2 SCHOLARSHIPS AND FINANCIAL AID ARE BASED ON APPLICATION PROCESS, EXPECTED FAMILY CONTRIBUTIONS AND COST OF TUITION. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 BRIAN G BLAIR PRESIDENT BAC 172052 0 0 0 0 0 16148 0 6651 0 194851 0 0 0 DUANE HYATT TREASURER 128836 0 0 0 0 0 19081 0 16043 0 163960 0 0 0 BRIAN KEITH CHANCELLOR 0 121421 0 0 0 0 0 23897 0 14669 0 159987 0 0 JAMES ADAMS MANAGING DIRECTOR ANCSS 135801 0 0 0 0 0 17036 0 15433 0 168270 0 0 0 PART I, LINE 1A OCCASIONALLY, IT MAY BE APPROPRIATE FOR AN OFFICER TO BE REIMBURSED FOR TRAVEL EXPENSES OF A SPOUSE, TRAVELING WITH HIM/HER TO ADVANCE CHURCH OR SCHOOL BUSINESS. REASONS FOR THE SPOUSAL TRAVEL AND ITS CONNECTION TO THE CHURCH OR SCHOOL BUSINESS SHOULD BE CONTEMPORANEOUSLY DOCUMENTED AND SUBMITTED ALONG WITH THE REQUEST FOR REIMBURSEMENT OF THE EXPENSE OR THE SUBSTANTIATION OF THE EXPENSE CHARGED TO A CHURCH OR SCHOOL CREDIT CARD. DUANE HYATT VARIOUS X 44311 40896 0 0 1 TINA BARTELS VARIOUS X 36306 34108 0 0 1 STEFANIE NILES MORTGAGE ASSISTANCE X 198000 0 0 0 1 75004 DAVID KEITH SON OF CHANCELLOR 91050 EMPLOYED BOYS SCHOOL FACULTY 0 BARRY HALTERMAN BROTHER OF OFFICER/CONTROLLER TINA BARTELS 124924 EMPLOYED BOYS SCHOOL FACULTY 0 LISA ADAMS SISTER-IN-LAW OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS 70938 EMPLOYED CAIRNWOOD STAFF 0 MARTHA GYLLENHAAL SISTER OF TRUSTEEE, LEONARD GYLLENHAAL 64396 EMPLOYED COLLEGE FACULTY 0 KIM ADAMS SISTER-IN-LAW OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS 19177 EMPLOYED DINING HALL MANAGER 0 JENNIFER ALLEN WIFE OF FORMER OFFICER/TRUSTEE, DANIEL ALLEN 52554 EMPLOYED SECONDARY SCHOOL RECUITING STAFF 0 HOLLY ADAMS DAUGHTER OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS 44829 EMPLOYED COLLEGE MARKETING STAFF 0 JENNIFER LUCAS DAUGHTER OF TRUSTEE, CHARLES LINDSAY 43008 EMPLOYED COLLEGE RESIDENCE LIFE STAFF 0 MICAH ALDEN BROTHER OF TRUSTEE, ANDREW ALDEN 61121 EMPLOYED COLLEGE STAFF 0 FORM 990, PART VI, SECTION A, LINE 2 EILEEN R. GLENN AND ERIN G. BUSBY ARE MOTHER AND DAUGHTER. P. LEE ALLEN AND SUSAN L. ASPLUNDH ARE SISTERS. FORM 990, PART VI, SECTION A, LINE 6 THE ACADEMY OF THE NEW CHURCH IS A NON-STOCK CORPORATION CONSISTING OF UP TO 100 MEMBERS. MEMBERS ARE ELECTED TO THE CORPORATION BY A VOTE OF AT LEAST THREE-FOURTHS OF THE MEMBERS PRESENT. THE CORPORATION ELECTS MEMBERS TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF TRUSTEES ELECT OFFICERS TO THE BOARD'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS DESIGNATED IN THE BY-LAWS ARE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ACADEMY MAKES A COPY OF THE 990 AVAILABLE TO THE ELECTED BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING WITH TAX AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF TRUSTEE MEMBERS, CORPORATION MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE INSTANCES OF POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ACADEMY TRUSTEES APPOINT AN EXECUTIVE COMPENSATION COMMITTEE ANNUALLY. THAT COMMITTEE ANNUALLY REVIEWS AND SETS THE TOTAL COMPENSATION OF THE BRYN ATHYN COLLEGE PRESIDENT, SECONDARY SCHOOLS MANAGING DIRECTOR, TREASURER AND GLENCAIRN MUSEUM DIRECTOR. THIS COMPENSATION REVIEW IS DONE WITH THE BENEFIT OF COMPARABLE COMPENSATION DATA FROM SOURCES SUCH AS CUPA, CHRONICLE OF EDUCATION AND ASSOCIATION OF DELAWARE VALLEY INDEPENDENT SCHOOLS (ADVIS). THIS DATA IS ALSO SUPPLEMENTED BY A COMPENSATION STUDY PERFORMED BY A NATIONAL COMPENSATION CONSULTANT. BUDGET TARGETS FOR ANNUAL COMPENSATION ADJUSTMENTS FOR OTHER EMPLOYEES ARE ESTABLISHED AND COMMUNICATED. EMPLOYEE COMPENSATION IS SET BY DIRECT SUPERVISORS OR BY MEANS OF SALARY SCALES. COMPARABLE COMPENSATION DATA FROM THE PREVIOUSLY MENTIONED SOURCES ARE USED IN THIS PROCESS. TRUSTEES ARE NOT COMPENSATED FOR THEIR BOARD SERVICE; DOCUMENTED TRAVEL EXPENSES ARE REIMBURSED IN ACCORDANCE WITH BOARD POLICY. TRUSTEES OR THEIR COMPANIES THAT PERFORM SERVICES FOR THE ACADEMY CHARGE THE ACADEMY AT RATES AND TERMS SIMILAR TO THEIR OTHER CUSTOMERS. FORM 990, PART VI, SECTION C, LINE 19 THE ACADEMY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE SCHOOL OFFICES. FORM 990, PART XI, LINE 9: ADJUSTMENT FOR MINIMUM PENSION LIABILITY 2,167,585. CHANGE IN VALUE OF PLANNED GIVING AGREEMENTS 26,528. ADJUSTMENT FOR BENEFIT OBLIGATION 659,767. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. SCHEDULE D, PART V, LINE 1E OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS $ 7,760,378 RECLASSIFICATION OF OPENING BALANCE $43,372,429 TOTAL OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS $51,132,807 GENERAL CHURCH OF THE NEW JERUSALEM 1120 CATHEDRAL ROAD BRYN ATHYN PA 19009 231445615 SHARED EMPLOYEES AND SERVICES, SPLIT CONTRIBUTIONS PA 501(C)(3) 170(B)(1)(A)(I) N/A 0 NEW CHURCH INVESTMENT FUND PO BOX 711 PITCAIRN HALL BRYN ATHYN PA 19009 236438575 INVESTMENT MANAGER PA N/A INVESTMENT -532211 142628838 0 37462 1 1 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 NEW CHURCH INVESTMENT FUND A 2741079 FMV NEW CHURCH INVESTMENT FUND L 0 FMV NEW CHURCH INVESTMENT FUND R 75537551 FMV NEW CHURCH INVESTMENT FUND S 84264469 FMV GENERAL CHURCH OF THE NEW JERUSALEM J 15300 FMV GENERAL CHURCH OF THE NEW JERUSALEM K 185724 FMV GENERAL CHURCH OF THE NEW JERUSALEM P 2847714 FMV GENERAL CHURCH OF THE NEW JERUSALEM Q 729619 FMV GENERAL CHURCH OF THE NEW JERUSALEM B 41450 FMV GENERAL CHURCH OF THE NEW JERUSALEM C 37953 FMV