ACADEMY OF THE NEW CHURCH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY OF THE NEW CHURCH (EIN 23-1433899)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-13
- IRS object ID
- 201520449349300407
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-13T07:21:46-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510380493 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELER WOLFENDEN & DWARES PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 NEW LINDEN HILL ROAD STE 201 | AddressLine1 |
| City | WILMINGTON | City |
| State | DE | State |
| ZIP Code | 19808 | 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 | 231433899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACADEMY OF THE NEW CHURCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 2159474200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 711 PITCAIRN HALL | AddressLine1 |
| City | BRYN ATHYN | City |
| State | PA | State |
| ZIP Code | 19009 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUANE HYATT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2159474200 | PhoneNum |
| Signature | 2015-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M WOLFENDEN CPA CVA MS | PreparerPersonNm |
| PTIN | P00054438 | PTIN |
| Phone | 3022548240 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DUANE HYATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 711 PITCAIRN HALL | AddressLine1 |
| City | BRYN ATHYN | City |
| State | PA | State |
| ZIP Code | 19009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,130,679 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ANCSS.ORG, BRYNATHYN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1876 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 455 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $1,022,064 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,871,112 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,678,916 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,407,462 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,354,679 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,655,497 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,435,565 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$148,808 | PYOtherRevenueAmt |
| CY Other Revenue | -$127,164 | CYOtherRevenueAmt |
| PY Total Revenue | $47,785,263 | PYTotalRevenueAmt |
| CY Total Revenue | $33,341,996 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,399,434 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,731,102 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,618,928 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,276,881 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $285,526 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,117,500 | PYOtherExpensesAmt |
| CY Other Expenses | $14,437,533 | CYOtherExpensesAmt |
| PY Total Expenses | $37,135,862 | PYTotalExpensesAmt |
| CY Total Expenses | $33,445,516 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,649,401 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$103,520 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $384,759,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $401,356,735 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $75,574,813 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,494,286 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $309,185,116 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $328,862,449 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,127,426 | ExpenseAmt |
| Grant | $1,733,599 | GrantAmt |
| Revenue | $2,564,771 | RevenueAmt |
| Desc | 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 THIS WORLD AND THE NEXT. 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. BECAUSE WE HAVE AN AVERAGE CLASS SIZE OF 12 STUDENTS AND AN 8:1 STUDENT-TEACHER RATIO, STUDENTS RECEIVE SIGNIFICANT INDIVIDUAL ATTENTION. EACH OF OUR APPROXIMATELY 230 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,121,055 | ExpenseAmt |
| Grant | $3,881,280 | GrantAmt |
| Revenue | $4,695,833 | RevenueAmt |
| Desc | 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 13 STUDENTS AND A STUDENT-FACULTY RATIO OF 7:1. 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 15 MILES NORTHEAST OF CENTER CITY PHILADELPHIA.3) ENROLLMENT: 280 STUDENTS ACROSS 11 COUNTRIES.4) STUDENT-FACULTY RATIO: 8:15) MAJORS, TRACKS AND MINORS: ANTHROPOLOGY (HSOC*), BIOLOGY, BUSINESS (ID**), EARLY CHILDHOOD EDUCATION, ENGLISH,FINE ARTS (ID**), HISTORY (HSOC*), HUMAN SOCIETY, MATHEMATICS (ID**), POLITICAL SCIENCE (HSOC*), PRE-LAW, PRE-MED, PSYCHOLOGY, RELIGION, AND SOCIOLOGY (HSOC*). MINORS - BIOLOGY, BUSINESS, MATHEMATICS, PSYCHOLOGY, PUBLIC HISTORY, AND RELIGION.6) MASTERS: MASTER IN DIVINITY AND MASTERS IN RELIGIOUS STUDIES7) CAMPUS LIFE: 64% 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: 13 STUDENTS9) STUDENT PROFILE: TYPICAL BRYN ATHYN STUDENTS ARE MOTIVATED, ETHICAL, AND ENGAGED IN CAMPUS LIFE. THE AVERAGE INCOMING FRESHMAN HAS AN SAT SCORE (FOR CRITICAL READING AND MATHEMATICS) OF 1070, ACT SCORE OF 21, AND A 3.49 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: 9 RESIDENCE HALLS INCLUDING SUITES AND COTTAGES; 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 - VOLLEYBALL, TENNIS, LACROSSE, CROSS COUNTRY, AND BASKETBALLMEN'S - 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,662,302 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,784,410 | RevenueAmt |
| Desc | 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. SIX FULL-CREDIT COURSES WERE TAUGHT BY BRYN ATHYN COLLEGE PROFESSORS IN THE MUSEUM'S CLASSROOMS AND GALLERIES. SIX COLLEGE STUDENTS PARTICIPATED IN GLENCAIRN'S POPULAR INTERNSHIP PROGRAM, AND OTHER STUDENTS PERFORMED PAID OR VOLUNTEER MUSEUM WORK IN A VARIETY OF CAPACITIES. TOTAL ATTENDANCE AT OUR TOURS, EVENTS, AND SCHOOL RELATED PROGRAMS WAS 17,660. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,010,338 | ExpenseAmt |
| Grant | $116,222 | GrantAmt |
| Revenue | $1,287,601 | RevenueAmt |
| Desc | MIXED USE FACILITIES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,010,338 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $116,222 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,287,601 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,921,121 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | 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 | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 455 | 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 |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMY OF THE NEW CHURCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2675022635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 711 | AddressLine1 |
| City | BRYN ATHYN | City |
| State | PA | State |
| ZIP Code | 190090711 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| P LEE ALLEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGG G ASPLUNDH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN G ASPLUNDH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN G BLAIR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN G BUSBY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIK J BUSS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES M COLE | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PHILLIP FEERRAR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN R GLENN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD GYLLENHAAL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRETT HENDRICKS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A KERN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M KLOC | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN B MCGRATH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN A NORTON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAEL U ODHNER | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DUNCAN B PITCAIRN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH D SECKELMAN III | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F WALKO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES ADAMS | ||||||||
| MANAGING DIRECTOR | 40.00 | $123,411 | $0 | $29,225 | Yes (X) | |||
| DUANE HYATT | ||||||||
| TREASURER | 40.00 | $104,723 | $0 | $38,356 | Yes (X) | |||
| KRISTIN KING | ||||||||
| PRESIDENT | 40.00 | $166,812 | $0 | $0 | Yes (X) | |||
| BRIAN KEITH | ||||||||
| BOARD MEMBER | 1.00 | $0 | $116,861 | $24,670 | Yes (X) | 40.00 | ||
| DANIEL ALLEN | ||||||||
| CFO BRYN ATHYN COLLEGE | 40.00 | $117,727 | $0 | $8,383 | Yes (X) | |||
| ALLEN BEDFORD | ||||||||
| DEAN OF ACADEMICS | 40.00 | $103,938 | $0 | $33,457 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $616,611 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $116,861 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $134,091 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | 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 |
|---|---|---|---|---|---|
| US BANK | |||||
| PO BOX 70870 | ST PAUL | MN | 55170 | INVESTMENT MANAGEMENT | $2,650,717 |
| WELLS FARGO BANK | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | INVESTMENT MANAGEMENT | $2,281,487 |
| GLOBAL WEALTH MANAGEMENT | |||||
| 10 SOUTH DEARBORN FLOOR 7TH | CHICAGO | IL | 60603 | INVESTMENT MANAGEMENT | $1,570,000 |
| SODEXO | |||||
| PO BOX 905374 | CHARLOTTE | NC | 28290 | MAINTENANCE CONTRACTOR | $1,045,412 |
| PECO ENERGY | |||||
| PO BOX 37632 | PHILADELPHIA | PA | 19101 | UTILITY SUPPLIER | $901,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,178 | FundraisingAmt |
| Government Grants | $187,846 | GovernmentGrantsAmt |
| All Other Contributions | $11,455,892 | AllOtherContributionsAmt |
| Noncash Contributions | $13,224 | NoncashContributionsAmt |
| Total Contributions | $11,678,916 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT TUITION FEES | 611600 | $7,635,966 | $7,635,966 | |
| AUXILIARY ENTERPRISES | 611710 | $2,238,161 | $2,238,161 | |
| HOSPITALITY & CONFERENCE | 721000 | $1,022,064 | $1,022,064 | |
| MISCELLANEOUS | 611710 | $458,488 | $458,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,354,679 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,293,715 | TotalRevenueColumnAmt |
| Exclusion | $9,293,715 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $124,320 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $226,498 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$102,178 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$102,178 | TotalRevenueColumnAmt |
| Exclusion | -$102,178 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,642,354 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,500,504 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,141,850 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,141,850 | TotalRevenueColumnAmt |
| Exclusion | $1,141,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,695 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,178 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $61,681 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,986 | TotalRevenueColumnAmt |
| Exclusion | -$24,986 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,341,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,332,615 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,022,064 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,308,401 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,731,102 | TotalAmt |
| Program Services | $5,731,102 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,153 | TotalAmt |
| Program Services | $508,494 | ProgramServicesAmt |
| Management And General | $240,194 | ManagementAndGeneralAmt |
| Fundraising | $13,465 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,331,291 | TotalAmt |
| Program Services | $6,181,537 | ProgramServicesAmt |
| Management And General | $2,977,442 | ManagementAndGeneralAmt |
| Fundraising | $172,312 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,920 | TotalAmt |
| Program Services | $651,920 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,865,135 | TotalAmt |
| Program Services | $813,136 | ProgramServicesAmt |
| Management And General | $1,003,951 | ManagementAndGeneralAmt |
| Fundraising | $48,048 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,382 | TotalAmt |
| Program Services | $432,052 | ProgramServicesAmt |
| Management And General | $222,329 | ManagementAndGeneralAmt |
| Fundraising | $12,001 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,959 | TotalAmt |
| Program Services | $9,187 | ProgramServicesAmt |
| Management And General | $66,772 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,400 | TotalAmt |
| Management And General | $45,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,070 | TotalAmt |
| Program Services | $153,190 | ProgramServicesAmt |
| Management And General | $140,126 | ManagementAndGeneralAmt |
| Fundraising | $9,754 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,512 | TotalAmt |
| Program Services | $470,312 | ProgramServicesAmt |
| Management And General | $115,167 | ManagementAndGeneralAmt |
| Fundraising | $4,033 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,544 | TotalAmt |
| Program Services | $75,524 | ProgramServicesAmt |
| Management And General | $33,273 | ManagementAndGeneralAmt |
| Fundraising | $747 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,448,868 | TotalAmt |
| Program Services | $3,937,491 | ProgramServicesAmt |
| Management And General | $511,377 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,444 | TotalAmt |
| Program Services | $236,885 | ProgramServicesAmt |
| Management And General | $147,875 | ManagementAndGeneralAmt |
| Fundraising | $1,684 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,366 | TotalAmt |
| Program Services | $10,256 | ProgramServicesAmt |
| Management And General | $103,692 | ManagementAndGeneralAmt |
| Fundraising | $3,418 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,569,587 | TotalAmt |
| Management And General | $1,569,587 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,597,976 | TotalAmt |
| Program Services | $4,056,465 | ProgramServicesAmt |
| Management And General | $536,049 | ManagementAndGeneralAmt |
| Fundraising | $5,462 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,956 | TotalAmt |
| Program Services | $182,450 | ProgramServicesAmt |
| Management And General | $28,506 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $970,975 | $970,975 | $0 | $0 |
| COMPUTER & DATA PROCESS | $515,467 | $19,979 | $480,886 | $14,602 |
| GIFTS AND AWARDS | $173,363 | $167,312 | $6,051 | $0 |
| STIPENDS | $70,446 | $70,446 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,600 | TotalAmt |
| Program Services | $242,408 | ProgramServicesAmt |
| Management And General | $10,192 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,445,516 | TotalAmt |
| Program Services | $24,921,121 | ProgramServicesAmt |
| Management And General | $8,238,869 | ManagementAndGeneralAmt |
| Fundraising | $285,526 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,860 | BOYAmt |
| EOY | $3,860 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,783,440 | BOYAmt |
| EOY | $7,488,863 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,900 | BOYAmt |
| EOY | $1,728,608 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,359 | BOYAmt |
| EOY | $617,908 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,319 | BOYAmt |
| EOY | $129,188 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,892 | BOYAmt |
| EOY | $672,494 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,525 | BOYAmt |
| EOY | $122,728 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,620 | BOYAmt |
| EOY | $128,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $184,387,532 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,810,142 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,111,450 | BOYAmt |
| EOY | $142,577,390 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,790,481 | BOYAmt |
| EOY | $247,824,777 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,083 | BOYAmt |
| EOY | $62,356 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,759,929 | BOYAmt |
| EOY | $401,356,735 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,758,463 | BOYAmt |
| EOY | $1,324,865 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,008 | BOYAmt |
| EOY | $498,502 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,730 | BOYAmt |
| EOY | $164,633 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,022,512 | BOYAmt |
| EOY | $49,932,234 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,085,100 | BOYAmt |
| EOY | $20,574,052 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,574,813 | BOYAmt |
| EOY | $72,494,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,200,600 | BOYAmt |
| EOY | $192,470,926 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,633,458 | BOYAmt |
| EOY | $117,324,574 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,351,058 | BOYAmt |
| EOY | $19,066,949 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,185,116 | BOYAmt |
| EOY | $328,862,449 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,759,929 | BOYAmt |
| EOY | $401,356,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$103,520 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $21,589,321 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,808,468 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $86,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,329,909 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 18.50 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 0.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $226,387,688 | BeginningYearBalanceAmt |
| Contributions | $1,599,885 | ContributionsAmt |
| Investment Earnings Or Losses | $22,674,337 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,614,944 | OtherExpendituresAmt |
| End Year Balance | $245,046,966 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $221,638,344 | BeginningYearBalanceAmt |
| Contributions | $514,745 | ContributionsAmt |
| Investment Earnings Or Losses | $11,375,164 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,140,565 | OtherExpendituresAmt |
| End Year Balance | $226,387,688 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $247,859,447 | BeginningYearBalanceAmt |
| Contributions | $16,402 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,901,103 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,336,402 | OtherExpendituresAmt |
| End Year Balance | $221,638,344 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $227,027,729 | BeginningYearBalanceAmt |
| Contributions | $1,560,733 | ContributionsAmt |
| Investment Earnings Or Losses | $36,781,718 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,510,733 | OtherExpendituresAmt |
| End Year Balance | $247,859,447 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $229,960,632 | BeginningYearBalanceAmt |
| Contributions | $15,779 | ContributionsAmt |
| Investment Earnings Or Losses | $21,199,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,148,021 | OtherExpendituresAmt |
| End Year Balance | $227,027,729 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47620 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,531,212 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,966,151 | OtherCostOrOtherBasisAmt |
| Book Value | $9,497,363 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,346,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,174,336 | DepreciationAmt |
| Book Value | $85,172,004 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,480,664 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,100,341 | DepreciationAmt |
| Book Value | $23,380,323 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,116,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,123,518 | DepreciationAmt |
| Book Value | $4,993,240 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,946,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,411,947 | DepreciationAmt |
| Book Value | $19,534,460 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $142,577,390 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NEW CHURCH INVESTMENT FUND | $160,213,225 | F |
| EQUITY SECURITIES | $54,932,773 | F |
| OTHER INVESTMENTS | $516,556 | F |
| INVESTMENTS HELD UNDER PLANNED GIVING AGREEMENTS | $3,271,137 | F |
| FIXED INCOME AND SHORT TERM INVESTMENTS | $28,891,086 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $247,824,777 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES UNDER PLANNED GIVING AGREEMENTS | $728,597 |
| ACCRUED BENEFITS LIABILITY | $19,845,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,574,052 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $50,158,225 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $21,589,321 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,808,468 | OtherRevenueAmt |
| Revenue Not Reported | $19,780,853 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,377,372 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,964,624 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,964,624 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,341,996 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,480,892 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,480,892 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,964,624 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,964,624 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,445,516 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE ACADEMY OWNS REAL ESTATE HELD AS INVESTMENT PROPERTY WHICH CONTAINS A CONSERVATION EASEMENT. |
| 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 2010, 2011 AND 2012 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 2014 AND 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ADJUSTMENT FOR MINIMUM PENSION LIABILITY -1,669,028. ADJUSTMENT FOR BENEFIT OBLIGATION -1,065,201. APPRECIATION (DEPRECIATION) OF DERIVATIVE INSTRUMENT 739,247. CHANGE IN VALUE OF PLANNED GIVING AGREEMENTS 186,514. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND ALLOCATIONS 2,964,624. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND ALLOCATIONS 2,964,624. |
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 | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | FEDERAL DIRECT STUDENT LOANS $ 1,220,306 FEDERAL PELL GRANT PROGRAM 386,443 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS 6,947 PHEAA GRANTS 220,664 TOTAL GOVERNMENT AID $ 1,834,360 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BANQUET | NameOfEvent1Amt |
| Gross Receipts Event1 | $6,150 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,150 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $12,757 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,451 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $37,213 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $16,053 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,160 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $25,451 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,010 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $28,510 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $19,125 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $9,385 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $7,739 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,273 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $71,873 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,178 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $36,695 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $45,947 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,734 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $61,681 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,986 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| BRYN ATHYN COLLEGE AND THEOLOGICAL SCHOOL SCHOLARSHIPS, FINANCIAL AID, AND MUSIC FUND | 991 | $3,881,280 |
| ACADEMY OF THE NEW CHURCH SCHOLARSHIPS | 304 | $1,550,163 |
| EITC | 0 | $173,517 |
| INSTITUTIONAL GRANTS | 1 | $9,920 |
| RESEARCH GRANT | 13 | $116,222 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND FINANCIAL AID ARE BASED ON APPLICATION PROCESS, EXPECTED FAMILY CONTRIBUTIONS AND COST OF TUITION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES ADAMS | ||||||||||||||
| MANAGING DIRECTOR | $123,411 | $0 | $0 | $0 | $0 | $0 | $12,188 | $0 | $17,037 | $0 | $152,636 | $0 | $0 | $0 |
| KRISTIN KING | ||||||||||||||
| PRESIDENT | $166,812 | $0 | $0 | $0 | $0 | $0 | $17,325 | $0 | $1,725 | $0 | $185,862 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd | Original PrincipalOriginalPrincipalAmt |
|---|---|---|---|---|---|---|
| DUANE HYATT | ||||||
| VARIOUS | Yes (X) | $38,123 | 0 | 0 | Yes (1) | |
| TINA BARTELS | ||||||
| VARIOUS | Yes (X) | $32,247 | 0 | 0 | Yes (1) | |
| STEFANIE NILES | ||||||
| MORTGAGE ASSISTANCE | Yes (X) | $58,818 | 0 | 0 | Yes (1) | $198,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $129,188 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SCOTT BRICKMAN | |||
| FORMER BOARD MEMBER, EMPLOYED BY/OWNS A BENEFICIAL INTEREST IN BRICKMAN GRO | $788,669 | SHAREHOLDER OF BRICKMAN GROUP - PAYMENTS MADE TO BRICKMAN GROUP | 0 |
| SUSAN MCGRATH | |||
| BOARD MEMBER AND OWNERSHIP INTEREST IN BRICKMAN GROUP | $788,669 | SHAREHOLDER OF BRICKMAN GROUP - PAYMENTS MADE TO BRICKMAN GROUP | 0 |
| MARK ADAMS | |||
| SON OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS | $45,716 | EMPLOYED IT STAFF | 0 |
| LISA ADAMS | |||
| SISTER OF FORMER BOARD MEMBER WAYNE PARKER AND SISTER-IN-LAW OF EX-OFFICIO/ | $58,432 | EMPLOYED CAIRNWOOD STAFF | 0 |
| MARTHA GYLLENHAAL | |||
| SISTER OF TRUSTEEE, LEONARD GYLLENHAAL | $88,430 | EMPLOYED COLLEGE FACULTY | 0 |
| KIM ADAMS | |||
| SISTER-IN-LAW OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS | $10,129 | EMPLOYED CPO CLEANING AND DINING HALL MANAGER | 0 |
| JENNIFER ALLEN | |||
| WIFE OF FORMER OFFICER/TRUSTEE, DANIEL ALLEN | $36,386 | EMPLOYED SECONDARY SCHOOL RECUITING STAFF | 0 |
| GRANT ODHNER | |||
| FATHER OF TRUSTEE, LAEL ODHNER | $71,314 | EMPLOYED BRYN ATHYN COLLEGE | 0 |
| SHANNON WALKO | |||
| WIFE OF TRUSTEE, JOHN WALKO | $92,656 | EMPLOYED CAIRNWOOD STAFF | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | STEVEN ASPLUNDH IS A DIRECTOR OF ASPLUNDH TREE EXPERT CO. AND GREG ASPLUNDH IS AN EMPLOYEE THERE AS WELL. STEVEN ASPLUNDH AND P. LEE ALLEN ARE BROTHER AND SISTER. EILEEN R. GLENN AND ERIN G. BUSBY ARE MOTHER AND DAUGHTER. |
| 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 11 | 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 PRESIDENT, EXECUTIVE VICE PRESIDENT, TREASURER AND HEADS OF SCHOOLS. 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: | ACCUMULATED PENSION ADJUSTMENT -1,669,028. CHANGE IN VALUE OF PLANNED GIVING AGREEMENTS 186,514. APPRECIATION (DEPRECIATION) OF DERIVATIVE INSTRUMENT 739,247. ADJUSTMENT FOR BENEFIT OBLIGATION -1,065,201. |
| 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 R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENERAL CHURCH OF THE NEW JERUSALEM | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 CATHEDRAL ROAD | AddressLine1 |
| City | BRYN ATHYN | City |
| State | PA | State |
| ZIP Code | 19009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231445615 | EIN |
| Primary Activities | SHARED EMPLOYEES AND SERVICES, SPLIT CONTRIBUTIONS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(I) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW CHURCH INVESTMENT FUND | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 711 PITCAIRN HALL | AddressLine1 |
| City | BRYN ATHYN | City |
| State | PA | State |
| ZIP Code | 19009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236438575 | EIN |
| Primary Activities | INVESTMENT MANAGER | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | INVESTMENT | PredominantIncomeTypeTxt |
| Share Of Total Income | $14,457,239 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $160,117,755 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NEW CHURCH INVESTMENT FUND | ||
| A | $2,514,499 | FMV |
| NEW CHURCH INVESTMENT FUND | ||
| L | FMV | |
| NEW CHURCH INVESTMENT FUND | ||
| R | $506,508 | FMV |
| NEW CHURCH INVESTMENT FUND | ||
| S | $8,164,555 | FMV |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| J | $42,193 | FMV |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| K | FMV | |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| P | $4,287,936 | FMV |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| Q | $1,167,872 | FMV |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| B | $50,941 | FMV |