ACADEMY OF THE NEW CHURCH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY OF THE NEW CHURCH (EIN 23-1433899)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-09
- IRS object ID
- 201341299349302469
- Schema version
- 2011v1.5
- 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 K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T15:50:14-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510380493 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELER WOLFENDEN & DWARES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231433899 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACADEMY OF THE NEW CHURCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACAD | NameControl |
| Phone | 2159474200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DUANE HYATT | Name |
| Title | TREASURER | Title |
| Phone | 2159474200 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL DILUZIO CPA | Name |
| PTIN | P01549768 | PTIN |
| Phone | 3022548240 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DUANE HYATT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 86630230 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | ANCSS.ORG, BRYNATHYN.EDU, OUROWNACADEMY.ORG, GLEN | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1876 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 560 | TotalNbrEmployees |
| Total Nbr Volunteers | 180 | TotalNbrVolunteers |
| Total Gross UBI | 983388 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10490058 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7275575 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10146783 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11351014 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8416804 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9933769 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -21299 | OtherRevenuePriorYear |
| Other Revenue Current Year | -174563 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29032346 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28385795 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4406636 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5288996 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14738907 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13786446 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 232246 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19834131 | OtherExpensePriorYear |
| Other Expenses Current Year | 17934571 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38979674 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37010013 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9947328 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -8624218 | RevenuesLessExpensesCY |
| Total Assets BOY | 412463394 | TotalAssetsBOY |
| Total Assets EOY | 384832499 | TotalAssetsEOY |
| Total Liabilities BOY | 86686730 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 86056935 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 325776664 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 298775564 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8467157 | Expense |
| Grants | 1513206 | Grants |
| Revenue | 2317974 | Revenue |
| Description | 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 RIGOROUS COURSE WORK 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 200 STUDENTS HAS AN ACADEMIC ADVISOR AND ACCESS TO OUR COLLEGE AND CAREER COUNSELOR, OUR CHAPLAIN AND PASTORAL STAFF, AND OUR INDEPENDENT PERSONAL COUNSELOR. 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14146782 | Expense |
| Grants | 3532698 | Grants |
| Revenue | 5044630 | Revenue |
| Description | FOUNDED IN 1877, BRYN ATHYN COLLEGE IS A COEDUCATIONAL, CHRISTIAN, LIBERAL ARTS COLLEGE, DEDICATED TO HELPING STUDENTS PREPARE FOR LIVES OF MEANINGFUL SERVICE. WE OFFER ACADEMIC PROGRAMS EASILY TAILORED TO MEET THE NEEDS OF OUR STUDENTS. OUR EDUCATIONAL APPROACH INCORPORATES EXPERIENTIAL LEARNING-THROUGH SERVICE LEARNING, INTERNSHIPS, AND INTERNATIONAL EXPERIENCES. WHILE OUR PERSPECTIVE IS GLOBAL, REFLECTING THE INCLUSIVE, SERVICE-ORIENTED CHRISTIANITY TAUGHT IN THE THEOLOGICAL WRITINGS OF EMANUEL SWEDENBORG, OUR EDUCATIONAL METHODS ARE PERSONAL, FOCUSED ON YOUR UNIQUE LEARNING STYLE AND SPECIAL TALENTS. OUR CAMPUS IS LOCATED IN BEAUTIFUL BRYN ATHYN, PENNSYLVANIA, JUST 15 MILES FROM CENTER CITY PHILADELPHIA. SOME FACTS ABOUT THE COLLEGE:1) OUR MISSION: BRYN ATHYN COLLEGE OF THE NEW CHURCH SERVES AS AN INTELLECTUAL CENTER FOR ALL WHO DESIRE TO PURSUE A HIGHER EDUCATION IN THE LIBERAL ARTS AND SCIENCES, ENRICHED AND STRUCTURED BY THE OLD AND NEW TESTAMENTS AND THE WRITINGS OF EMANUEL SWEDENBORG. THE PURPOSE OF THIS EDUCATION IS TO ENHANCE STUDENTS' CIVIL, MORAL, AND SPIRITUAL LIFE, AS WELL AS 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: 205 STUDENTS FROM 14 U.S. STATES AND 16 FOREIGN COUNTRIES.4) STUDENT-FACULTY RATIO: 7:15) ACADEMICS: MAJORS INCLUDE BIOLOGY, EDUCATION, ENGLISH, HISTORY, INTERDISCIPLINARY, PSYCHOLOGY, AND RELIGION.6) CAMPUS LIFE: 60% OF STUDENTS LIVE ON CAMPUS. IN ADDITION TO MEN'S AND WOMEN'S RESIDENCE HALLS, JUNIOR AND SENIOR STUDENTS CAN CHOOSE TO LIVE MORE INDEPENDENTLY IN ONE OF OUR APARTMENT-STYLE RESIDENCE COTTAGES OR SUITES.7) AVERAGE CLASS SIZE: 13 STUDENTS8) STUDENT PROFILE: TYPICAL BRYN ATHYN STUDENTS ARE BRIGHT, ETHICAL AND ENGAGED IN CAMPUS LIFE. THE PROFILE OF ENROLLING STUDENTS IS AS FOLLOWS: SAT MEDIAN (FOR CRITICAL READING AND MATHEMATICS) IS 1070. THE AVERAGE GPA OF AN INCOMING FRESHMAN IS 3.49, AND AN AVERAGE STUDENT'S ACT AVERAGE IS 21.9) RELIGIOUS AFFILIATION: BRYN ATHYN COLLEGE IS AFFILIATED WITH THE GENERAL CHURCH OF THE NEW JERUSALEM.10) SPIRITUALITY: AT BRYN ATHYN WE ENCOURAGE ALL OUR STUDENTS TO MAKE CONSCIOUS CHOICES AND LIVE A LIFE OF INTEGRITY, HONOR, AND COURAGE.11) ACCREDITATION: MIDDLE STATES COMMISSION ON HIGHER EDUCATION (WWW.MSCHE.ORG)12) FACILITIES: IN ADDITION TO ACADEMIC AND STUDENT LIFE BUILDINGS, OUR CAMPUS INCLUDES THE SWEDENBORG LIBRARY, GLENCAIRN MUSEUM (OUR CAMPUS MUSEUM), CAIRNWOOD ESTATE (A HISTORIC HOME), MITCHELL PERFORMING ARTS CENTER, AND THE DOERING CENTER, OUR NEW STATE-OF-THE-ART FACILITY FOR SCIENCE AND RESEARCH.13) ATHLETICS: WOMEN'S SPORTS: VOLLEYBALL, TENNIS, LACROSSE, CROSS COUNTRY, AND BASKETBALL. MEN'S SPORTS: ICE HOCKEY, SOCCER, TENNIS, LACROSSE, CROSS COUNTRY, AND BASKETBALL14) EXTRA-CURRICULAR ACTIVITIES: OUTING CLUB, STUDENT NEWSPAPER, STUDENT GOVERNMENT, INTERNATIONAL STUDENT ORGANIZATION, PLAYS AND MUSICALS, COMMUNITY SERVICE ORGANIZATION, AND MORE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1758948 | Expense |
| Revenue | 1734426 | Revenue |
| Description | 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.IN 2008-9 GLENCAIRN OFFERED REGULAR GUIDED TOURS, CONCERTS, LECTURES, AND SPECIAL EVENTS FOR THE GENERAL PUBLIC. THE MOST IMPORTANT EVENT OF THE YEAR WAS A PUBLIC CELEBRATION HONORING THE SECRETARY OF THE INTERIOR'S DESIGNATION OF 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. TOTAL ATTENDANCE AT PUBLIC TOURS AND EVENTS WAS 9,126.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. TEN FULL-CREDIT COURSES WERE TAUGHT BY BRYN ATHYN COLLEGE PROFESSORS IN THE MUSEUM'S CLASSROOMS AND GALLERIES. SEVEN 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 SCHOOL RELATED PROGRAMS, CLASSES, COURSES, INTERNSHIPS, WORK AND VOLUNTEER OPPORTUNITIES WAS 9,527.ALTHOUGH STAFF NUMBERS VARY FROM YEAR TO YEAR, GLENCAIRN MUSEUM TYPICALLY HAS 8 FULL-TIME EMPLOYEES, A FEW MORE PART-TIMERS, AND 38 VOLUNTEERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1464076 | Expense |
| Revenue | 1270596 | Revenue |
| Description | MIXED USE FACILITIES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1464076 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1270596 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 25836963 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 560 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMY OF THE NEW CHURCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2675022635 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GREGG G ASPLUNDH | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN G ASPLUNDH | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JILL A BRICKMAN | ||||||||
| BOARD OF TRUSTEES - CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| ERIN G BUSBY | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ERIK J BUSS | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES M COLE | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES P COOPER | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| NEIL GENZLINGER | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LEONARD GYLLENHAAL | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN A KERN SECRETARY | ||||||||
| BOARD OF TRUSTEES - SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| DAVID M KLOC | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN J MCGRATH | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| NORMAN A NORTON | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LAEL U ODHNER | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LAIRD P PENDLETON | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DUNCAN B PITCAIRN | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH D SECKELMAN III | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN F WALKO | ||||||||
| BOARD OF TRUSTEES MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS L KLINE | ||||||||
| CHANCELLOR | 40.00 | 0 | 156870 | 20000 | X | |||
| ERIC H CARSWELL | ||||||||
| VICE CHANCELLOR | 40.00 | 68352 | 0 | 43000 | X | |||
| DANIEL T ALLEN | ||||||||
| TREASURER | 40.00 | 170406 | 0 | 7095 | X | |||
| JAMES ADAMS | ||||||||
| MANAGING DIRECTOR | 40.00 | 0 | 129612 | 17264 | X | |||
| KRISTIN KING | ||||||||
| PRESIDENT | 40.00 | 168003 | 0 | 44816 | X | |||
| TINA BARTELS | ||||||||
| ASSOCIATE DIRECTOR AND CONTROLLER OF FINANCE | 40.00 | 91139 | 0 | 14622 | X | |||
| CHRISTOPHER CARTER | ||||||||
| DIRECTOR OF FACILITIES | 40.00 | 174095 | 0 | 57231 | X | |||
| KAREN STOELLER | ||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | 0 | 129945 | 2606 | X | |||
| ALLEN J BEDFORD | ||||||||
| DEAN OF ACADEMICS & FACULTY | 40.00 | 104182 | 0 | 13736 | X | |||
| ANDREW SULLIVAN | ||||||||
| DIRECTOR OF MARKETING | 40.00 | 117623 | 0 | 13184 | X | |||
| CHARLES LINDSAY | ||||||||
| FACULTY | 40.00 | 102712 | 0 | 6069 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 996512 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 416427 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 239623 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WHITING-TURNER CONTRACTING COMPANY | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | GENERAL CONTRACTOR | 2456421 |
| SODEXO | |||||
| PO BOX 905374 | CHARLOTTE | NC | 28290 | MAINTENANCE CONTRACTOR | 2156094 |
| BRICKMAN GROUP LTD | |||||
| 3630 SOLUTIONS CENTER | CHICAGO | IL | 606773006 | GROUNDS MAINTENANCE | 723918 |
| NORTHERN TRUST COMPANY | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60675 | INVESTMENT MANAGEMENT | 605000 |
| GURNEY-KERR CONTRACTORS INC | |||||
| 1634 BYBERRY ROAD | HUNTINGDON VALLEY | PA | 19006 | GENERAL CONTRACTOR | 511507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 30600 | FundraisingEvents |
| Government Grants | 1354266 | GovernmentGrants |
| All Other Contributions | 5890709 | AllOtherContributions |
| Noncash Contributions | 1153318 | NoncashContributions |
| Total Contributions | 7275575 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT TUITION FEES | 611600 | 6555957 | 6555957 | |
| AUXILIARY ENTERPRISES | 611710 | 2917321 | 2917321 | |
| HOSPITALITY & CONFEREN | 721000 | 983388 | 983388 | |
| MISCELLANEOUS | 611710 | 894348 | 894348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11351014 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9829968 | TotalRevenueColumn |
| Exclusion | $9,829,968 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 87057 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 264641 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -177584 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -177584 | TotalRevenueColumn |
| Exclusion | -$177,584 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58018823 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57915022 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 103801 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103801 | TotalRevenueColumn |
| Exclusion | $103,801 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 67793 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 30600 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 64772 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3021 | TotalRevenueColumn |
| Exclusion | $3,021 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28385795 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10367626 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 983388 | UnrelatedBusinessRevenue |
| Exclusion | $9,759,206 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5288996 | Total |
| Program Services | 5288996 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1509998 | Total |
| Program Services | 1007974 | ProgramServices |
| Management And General | 482455 | ManagementAndGeneral |
| Fundraising | 19569 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8805438 | Total |
| Program Services | 5786642 | ProgramServices |
| Management And General | 2897315 | ManagementAndGeneral |
| Fundraising | 121481 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 870928 | Total |
| Program Services | 870928 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1929046 | Total |
| Program Services | 1036643 | ProgramServices |
| Management And General | 861437 | ManagementAndGeneral |
| Fundraising | 30966 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 671036 | Total |
| Program Services | 434725 | ProgramServices |
| Management And General | 226833 | ManagementAndGeneral |
| Fundraising | 9478 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79622 | Total |
| Program Services | 5978 | ProgramServices |
| Management And General | 73644 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42500 | Total |
| Management And General | 42500 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619040 | Total |
| Program Services | 430567 | ProgramServices |
| Management And General | 183537 | ManagementAndGeneral |
| Fundraising | 4936 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 678660 | Total |
| Program Services | 22240 | ProgramServices |
| Management And General | 644583 | ManagementAndGeneral |
| Fundraising | 11837 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5116882 | Total |
| Program Services | 4484619 | ProgramServices |
| Management And General | 632263 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279206 | Total |
| Program Services | 163550 | ProgramServices |
| Management And General | 114718 | ManagementAndGeneral |
| Fundraising | 938 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115003 | Total |
| Program Services | 18599 | ProgramServices |
| Management And General | 96087 | ManagementAndGeneral |
| Fundraising | 317 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2534702 | Total |
| Management And General | 2534702 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4533811 | Total |
| Program Services | 3948713 | ProgramServices |
| Management And General | 579644 | ManagementAndGeneral |
| Fundraising | 5454 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75654 | Total |
| Program Services | 52425 | ProgramServices |
| Management And General | 23229 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 946983 | 946983 | 0 | 0 |
| PRINTING & PUBLICATIONS | 204935 | 30675 | 166735 | 7525 |
| TELEPHONE | 124946 | 83161 | 41112 | 673 |
| EQUIPMENT RENTAL & MAIN | 109354 | 103681 | 5377 | 296 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2473273 | Total |
| Program Services | 1119864 | ProgramServices |
| Management And General | 1334633 | ManagementAndGeneral |
| Fundraising | 18776 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37010013 | Total |
| Program Services | 25836963 | ProgramServices |
| Management And General | 10940804 | ManagementAndGeneral |
| Fundraising | 232246 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2633 | BOY |
| EOY | 2250 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4319920 | BOY |
| EOY | 5579653 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1736572 | BOY |
| EOY | 783494 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195043 | BOY |
| EOY | 1376664 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135642 | BOY |
| EOY | 124384 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 451384 | BOY |
| EOY | 497138 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110860 | BOY |
| EOY | 179208 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253587 | BOY |
| EOY | 191433 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 182332882 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32269194 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152665854 | BOY |
| EOY | 150063688 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251022573 | BOY |
| EOY | 225501493 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 569326 | BOY |
| EOY | 533094 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412463394 | BOY |
| EOY | 384832499 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1710909 | BOY |
| EOY | 1680730 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572969 | BOY |
| EOY | 623851 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173635 | BOY |
| EOY | 119934 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54987512 | BOY |
| EOY | 52082512 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29241705 | BOY |
| EOY | 31549908 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86686730 | BOY |
| EOY | 86056935 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189170520 | BOY |
| EOY | 180411867 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119726133 | BOY |
| EOY | 101631884 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16880011 | BOY |
| EOY | 16731813 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325776664 | BOY |
| EOY | 298775564 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412463394 | BOY |
| EOY | 384832499 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -8624218 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -18376882 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Grants Paid From Donor Funds | 90000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 2024817 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 18.50 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 0.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 247859447 | BeginningOfYearBalance |
| Contributions | 16402 | Contributions |
| Investment Earnings Or Losses | -14901103 | InvestmentEarningsOrLosses |
| Other Expenditures | 11336402 | OtherExpenditures |
| End Of Year Balance | 221638344 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 227027729 | BeginningOfYearBalance |
| Contributions | 1560733 | Contributions |
| Investment Earnings Or Losses | 36781718 | InvestmentEarningsOrLosses |
| Other Expenditures | 17510733 | OtherExpenditures |
| End Of Year Balance | 247859447 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 229960632 | BeginningOfYearBalance |
| Contributions | 15779 | Contributions |
| Investment Earnings Or Losses | 21199339 | InvestmentEarningsOrLosses |
| Other Expenditures | 24148021 | OtherExpenditures |
| End Of Year Balance | 227027729 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 302815162 | BeginningOfYearBalance |
| Contributions | 1256760 | Contributions |
| Investment Earnings Or Losses | -74111290 | InvestmentEarningsOrLosses |
| End Of Year Balance | 229960632 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.50420 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.07550 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.42030 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4331212 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5966151 | OtherCostOrOtherBasis |
| Book Value | 10297363 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104573957 | OtherCostOrOtherBasis |
| Depreciation | 15283421 | Depreciation |
| Book Value | 89290536 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26840770 | OtherCostOrOtherBasis |
| Depreciation | 3380954 | Depreciation |
| Book Value | 23459816 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15768852 | OtherCostOrOtherBasis |
| Depreciation | 9275820 | Depreciation |
| Book Value | 6493032 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24851940 | OtherCostOrOtherBasis |
| Depreciation | 4328999 | Depreciation |
| Book Value | 20522941 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 150063688 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| NEW CHURCH INVESTMENT FUND | 143042689 | F |
| EQUITY SECURITIES | 27587857 | F |
| OTHER INVESTMENTS | 436066 | F |
| INVESTMENTS HELD UNDER PLANNED GIVING AGREEMENTS | 3427081 | F |
| FIXED INCOME AND SHORT TERM INVESTMENTS | 51007800 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 225501493 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LIABILITIES UNDER PLANNED GIVING AGREEMENTS | $704,287 |
| ACCRUED BENEFITS LIABILITY | $22,750,753 |
| CURRENT VALUE OF DERIVATIVE INSTRUMENT | $8,094,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 31549908 | TotalOfAmounts |
| Total Revenue | 28385795 | TotalRevenue |
| Total Expenses | 37010013 | TotalExpenses |
| Excess Or Deficit For Year | -8624218 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -15052385 | NetUnrealizedGLOnInvestments |
| Other | -$3,324,497 | OtherAmount |
| Total Adjustments | -18376882 | TotalAdjustments |
| Excess Or Deficit Per FS | -27001100 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4963009 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -15052385 | NetUnrealizedGainsInvestments |
| Other Revenues | -3324497 | OtherRevenues |
| Revenue Not Rptd F990 | -18376882 | RevenueNotRptdF990 |
| Revenue Subtotal | 23339891 | RevenueSubtotal |
| Other Revenues Not Included | 5045904 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5045904 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28385795 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31964109 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31964109 | ExpensesSubtotal |
| Other Expenses Not Included | 5045904 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5045904 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37010013 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF CHANGES TO CONSERVATION EASEMENTS: | PART II, LINE 3: | THE POLICIES AND PROCEDURES ARE FROM THE PENNYPACK ECOLOGICAL RESTORATION TRUST. |
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | 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 ORGANIZATION'S COLLECTS 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. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS AND SCHOLARSHIPS. CERTAIN FUNDS MAY BE USED FOR CAPITAL PROJECTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 2008, 2009 AND 2010 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 2012 AND 2011. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ACCUMULATED PENSION ADJUSTMENT -7,384,946. CHANGE IN VALUE OF PLANNED GIVING AGREEMENTS -789,245. DEPRECIATION OF DERIVATIVE INSTRUMENT -1,912,225. ADJUSTMENT FOR BENEFIT OBLIGATION 6,761,919. TOTAL TO SCHEDULE D, PART XI, LINE 8: -3,324,497. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ADJUSTMENT FOR MINIMUM PENSION LIABILITY -7,384,946. ADJUSTMENT FOR BENEFIT OBLIGATION 6,761,919. DEPRECIATION OF DERIVATIVE INSTRUMENT -1,912,225. CHANGE IN VALUE OF PLANNED GIVING AGREEMENTS -789,245. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND ALLOCATIONS 5,045,904. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND ALLOCATIONS 5,045,904. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | POLICY IS PUBLISHED ON THE WEBSITE, IN AN INTERNATIONAL MAGAZINE AND IN A LOCAL MAGAZINE. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | FEDERAL DIRECT STUDENT LOANS $ 764,323 FEDERAL PELL GRANT PROGRAM 305,730 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS 5,194 TOTAL GOVERNMENT AID $ 1,075,247 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 20798 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 20798 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 2588 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 52340 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 27600 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 24740 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 25807 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 25255 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 3000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 22255 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 36377 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 98393 | GrossReceiptsTotal |
| Charitable Contributions Total | 30600 | CharitableContributionsTotal |
| Gross Revenue Total Events | 67793 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 64772 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 64772 | DirectExpenseSummaryEvents |
| Net Income Summary | 3021 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| BRYN ATHYN COLLEGE AND THEOLOGICAL SCHOOL SCHOLARSHIPS, FINANCIAL AID, AND MUSIC FUND | 768 | 3535866 |
| ACADEMY OF THE NEW CHURCH SCHOLARSHIPS | 256 | 1513206 |
| RESEARCH GRANTS | 16 | 149924 |
| INSTITUTIONAL GRANTS | 15 | 90000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHOLARSHIPS AND FINANCIAL AID ARE BASED ON APPLICATION PROCESS, EXPECTED FAMILY CONTRIBUTIONS AND COST OF TUITION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS L KLINE | |||||||||||||
| 0 | 156870 | 0 | 0 | 0 | 0 | 0 | 24630 | 0 | 34367 | 0 | 215867 | 0 | 0 |
| DANIEL T ALLEN | |||||||||||||
| 170406 | 0 | 0 | 0 | 0 | 0 | 11550 | 0 | 14538 | 0 | 196494 | 0 | 0 | 0 |
| JAMES ADAMS | |||||||||||||
| 0 | 129612 | 0 | 0 | 0 | 0 | 0 | 7550 | 0 | 15152 | 0 | 152314 | 0 | 0 |
| KRISTIN KING | |||||||||||||
| 168003 | 0 | 0 | 0 | 0 | 0 | 22605 | 0 | 22211 | 0 | 212819 | 0 | 0 | 0 |
| CHRISTOPHER CARTER | |||||||||||||
| 174095 | 0 | 0 | 0 | 0 | 0 | 22454 | 0 | 34777 | 0 | 231326 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY (PA) INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 232245125 | IssuerEIN |
| Date Issued | 2010-12-23 | DateIssued |
| Issue Price | 9000000 | IssuePrice |
| Description Of Purpose | ACQUISITION, CONSTRUCTION AND INSTALLATION OF NEW DORMITORIES | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 9000000 | TotalProceeds |
| Issuance Costs From Proceeds | 140000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 8860000 | CapitalExpenditures |
| Year Of Subst Completion | 2025 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable (5 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement | Original PrincipalOriginalPrincipalAmount |
|---|---|---|---|---|---|---|
| REV ERIC H CARSWELL | ||||||
| VARIOUS | X | 3472 | 0 | 0 | 1 | |
| TINA BARTELS | ||||||
| VARIOUS | X | 20300 | 0 | 0 | 1 | |
| REV ANDREW DIBB | ||||||
| VARIOUS | X | 9305 | 0 | 0 | 1 | |
| JEREMY IRWIN | ||||||
| VARIOUS | X | 7620 | 0 | 0 | 1 | |
| STEFANIE NILES | ||||||
| MORTGAGE ASSISTANCE | X | 83687 | 0 | 0 | 1 | $198,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 124384 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (9 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| SCOTT BRICKMAN | |||
| FORMER BOARD MEMBER, EMPLOYED BY/OWNS A BENEFICIAL INTEREST IN BRICKMAN GRO | 916620 | SHAREHOLDER OF BRICKMAN GROUP - PAYMENTS MADE TO BRICKMAN GROUP | 0 |
| SUSAN MCGRATH | |||
| BOARD MEMBER AND OWNERSHIP INTEREST IN BRICKMAN GROUP | 916620 | SHAREHOLDER OF BRICKMAN GROUP - PAYMENTS MADE TO BRICKMAN GROUP | 0 |
| MARK ADAMS | |||
| SON OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS | 48000 | EMPLOYED IT STAFF | 0 |
| LISA ADAMS | |||
| SISTER-IN-LAW OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS | 44166 | EMPLOYED CAIRNWOOD STAFF | 0 |
| MARTHA GYLLENHAAL | |||
| SISTER OF TRUSTEEE, LEONARD GYLLENHAAL | 86878 | EMPLOYED COLLEGE FACULTY | 0 |
| KAYE LERMITTE | |||
| SISTER OF TRUSTEEE, DIRK JUNGE | 36000 | EMPLOYED DEVELOPMENT STAFF | 0 |
| JENNIFER ALLEN | |||
| WIFE OF OFFICER/TRUSTEE, DANIEL ALLEN | 35438 | EMPLOYED SECONDARY SCHOOL RECUITING STAFF | 0 |
| GRANT ODHNER | |||
| FATHER OF TRUSTEE, LAEL ODHNER | 82549 | EMPLOYED BRYN ATHYN COLLEGE | 0 |
| SHANNON WALKO | |||
| WIFE OF TRUSTEE, JOHN WALKO | 45000 | EMPLOYED CAIRNWOOD STAFF | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1153318 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRACY MCCARDELL IS THE DAUGHTER OF BILL MCCARDELL. BOB BRADIN WORKS AT INNATECH, IN WHICH BILL MCCARDELL IS AN OWNER. BILL MCCARDELL AND ALAN ELDER HAVE OWNERSHIP INTERESTS IN BUSINESSES TOGETHER. DIRK JUNGE AND CLARK PITCAIRN ARE EMPLOYEES AT PITCAIRN TRUST COMPANY. CARL ASPLUNDH IS A DIRECTOR OF ASPLUNDH COMPANY AND GREGG ASPLUNDH IS AN EMPLOYEE THERE AS WELL. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ACADEMY OF THE NEW CHURCH IS A CORPORATION THAT 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). IN 2009, THIS DATA WAS 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -15,052,385. ACCUMULATED PENSION ADJUSTMENT -7,384,946. CHANGE IN VALUE OF PLANNED GIVING AGREEMENTS -789,245. DEPRECIATION OF DERIVATIVE INSTRUMENT -1,912,225. ADJUSTMENT FOR BENEFIT OBLIGATION 6,761,919. TOTAL TO FORM 990, PART XI, LINE 5: -18,376,882. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENERAL CHURCH OF THE NEW JERUSALEM | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(I) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW CHURCH INVESTMENT FUND | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | INVESTMENT MANAGER | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | INVESTMENT | PredominantIncomeType |
| Share Of Total Income | 9173860 | ShareOfTotalIncome |
| Share Of EOY Assets | 143042686 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| NEW CHURCH INVESTMENT FUND | ||
| A | 2114497 | FMV |
| NEW CHURCH INVESTMENT FUND | ||
| K | 0 | FMV |
| NEW CHURCH INVESTMENT FUND | ||
| Q | 8539702 | FMV |
| NEW CHURCH INVESTMENT FUND | ||
| R | 7703000 | FMV |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| I | 50889 | FMV |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| J | 0 | FMV |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| O | 4181443 | FMV |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| P | 2315411 | FMV |
| GENERAL CHURCH OF THE NEW JERUSALEM | ||
| B | 14397 | FMV |
Form990 Schedule R Part VI Form990ScheduleRPartVI
Name Of Business NameOfBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITCAIRN GROUP LP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PITCAIRN PLACE SUITE 3000 | AddressLine1 |
| City | JENKINTOWN | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232419636 | EIN |
| Primary Activity | INVESTMENTS | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| All Partners C3 S | 0 | AllPartnersC3S |
| Share Of Total Income | -7813 | ShareOfTotalIncome |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.00000 | PercentageOwnership |