2012-11-14T13:56:38-06:00 2012-06-30 030210880 A M PEISCH & COMPANY LLP 1020 MEMORIAL DRIVE ST JOHNSBURY VT 05819 990 2011-07-01 030225997 BURKE MOUNTAIN ACADEMY INC BURK 8026265607 60 ALPINE LANE EAST BURKE VT 058326601 KIRK DWYER 8026265607 2012-11-14 1 RICHARD F LYON CPA P00281531 8027485654 2011 2016-02-24 21:20:13Z KIRK DWYER 60 ALPINE LANE EAST BURKE VT 05832 5829772 0 X WWW.BURKEMTNACADEMY.ORG X 1971 VT SECONDARY EDUCATION AND SKI TRAINING INSTITUTION 14 14 48 80 0 0 890150 714799 3558264 3735127 172470 161209 32085 28000 4652969 4639135 453401 360953 0 0 1669952 1753886 0 0 180051 1877112 2160467 4000465 4275306 652504 363829 7784474 7997261 1059178 1053357 6725296 6943904 X BURKE MOUNTAIN ACADEMY PROVIDES PASSIONATE SKI RACERS THE OPPORTUNITY TO PURSUE THEIR LIMITLESS ACADEMIC AND ATHLETIC POTENTIAL IN A COMMUNITY BASED ON TRUST. WE ENBRACE AN ETHOS IN WHICH HARD WORK IS HELD IN THE HIGHEST ESTEEM, AND BELIEVE RISKING FAILURE AND LEARNING FROM SUCCESS ARE EXCEPTION PREPARATION FOR LIFE BEYOND BURKE. 0 0 3466836 3815243 BURKE MOUNTAIN ACADEMY, INC. IS A PRIVATE, NOT-FOR-PROFIT, NON-TRADITIONAL SCHOOL INCORPORATED IN THE STATE OF VERMONT. THE ACADEMY ENABLES YOUNG MEN AND WOMEN TO SIMULTANEOUSLY PURSUE RIGOROUS OBJECTIVES IN SKI RACING AND ACADEMICS. THE ACADEMY CONDUCTS ITS TRADITIONAL ACADEMIC PROGRAMS SEPTEMBER THROUGH JUNE AS WELL AS SUPPORTS VARIOUS TRAINING PROGRAMS DURING THE WINTER AND SUMMER PERIODS. 3466836 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 11 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X STUART GUY 8026265607 60 ALPINE LANE EAST BURKE VT 05832 WILLIAM BOOKER 1.00 X 0 0 0 WILLIAM CURTIS 1.00 X 0 0 0 JOHN DATOR 1.00 X 0 0 0 JOHN FELIX 1.00 X 0 0 0 RICHARD GRAHAM 1.00 X 0 0 0 JAMES A FLYNN JR 1.00 X 0 0 0 JENNIFER MCKENNA 1.00 X 0 0 0 TIM MULHERN 1.00 X 0 0 0 JAYNE MULLEN-SAMPSON 1.00 X 0 0 0 ANDREW LORD 1.00 X 0 0 0 VICKY SEELEN 1.00 X 0 0 0 WARREN SMITH 1.00 X 0 0 0 KRISTI GRAHAM 1.00 X 0 0 0 BRUCE PALMER 1.00 X 0 0 0 KIRK DWYER 40.00 X 148407 0 15605 148407 0 15605 1 0 1 0 0 714799 171593 714799 TUITION/ROOM/BOARD 900099 2659350 2659350 STUDENT FEES/REIMBURSE 900099 1044657 1044657 STORE SALES TO STUDENT 900099 31120 31120 3735127 81093 81093 1270753 1190637 80116 80116 80116 28000 0 28000 28000 4639135 3815243 0 109093 360953 360953 148407 59363 59363 29681 1216946 855424 309282 52240 285555 191322 77100 17133 102978 68995 27804 6179 15386 15386 17335 17335 53277 46773 6504 243314 243314 53096 53096 35515 35515 181916 181916 83551 83551 ALTHLETIC EXPENSES 1030189 1030189 FOOD SERVICE 212617 212617 GENERAL ADMIN 75376 75376 DEVELOPMENT EXPENSE 55333 55333 103562 90581 12981 4275306 3466836 628419 180051 2420 2540 1173954 1001702 411875 325271 63966 52896 19209 19209 6857 9639 32510 29231 5584845 2669642 2667182 2915203 3394701 3630061 11800 11509 7784474 7997261 106387 60650 323073 309120 629718 683587 1059178 1053357 X 2724211 2859356 3118049 2948091 883036 1136457 6725296 6943904 7784474 7997261 X 363829 -145221 X 0 1 0 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 3991000 374049 9229 38050 226160 39758 4070310 3026390 485628 644808 55592 95665 14569 3991000 2412721 356447 423558 136764 29572 3026390 2997302 8625 -485160 96577 11469 2412721 0.72080 0.27920 0 0 91064 91064 4101901 1534682 2567219 1391880 1134960 256920 2915203 4639135 4275306 363829 -145221 -145221 218608 4493914 -145221 -145221 4639135 0 4639135 4275306 0 4275306 0 4275306 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED OR BOARD DESIGNATED TO PROVIDE SCHOLARSHIPS AND SUPPORT TO ACADEMY OPERATIONS AND CAPITAL AS PERMITTED BY GOVERNING INSTRUMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE ACADEMY'S RACIALLY NON-DISCRIMINATORY POLICY IS PRINTED IN WRITTEN COMMUNICATIONS WITH THE PUBLIC DEALING WITH STUDENT ADMISSIONS, PROGRESS AND SCHOLARSHIPS. NOTICE OF THIS POLICY IS INCLUDED IN NEWSPAPER AND BROADCAST ADVERTISING. AUCTION 28000 28000 28000 28000 28000 1 SCHOLARSHIPS 16 306927 TRAINING ASSISTANCE 11 54026 X 1 0 X X X 0 0 0 0 0 0 0 0 0 KIRK DWYER 148407 0 0 0 0 0 12149 0 3456 0 164012 0 142268 0 X 2 157703 TRADING VALUE X AUCTION ITEMS 6 13890 MARKET VALUE OF ITEMS 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 KRISTI GRAHAM AND RICHARD GRAHAM ARE SIBLINGS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO THE AUDIT/FINANACE COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. HOWEVER, A PREVIEW BY THE FULL BOARD DOES NOT OCCUR. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTERST POLICY IS REVIEWED ANNUALLY FOR COMPLIANCE AND RELEVANCE BY TRUSTEE JAMES WHEELER, ESQ. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE KEY EMPLOYEE AND APPROVES ANNUAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII WILLIAM BOOKER - 2 PROSPECT ST., HANOVER, NH 03755. WILLIAM CURTIS - ONE TOWER SQUARE, 6MN, HARTFORD, CT 06183. JOHN DATOR - 45 NORTH MAIN ST 2ND FLOOR, FALL RIVER, MA 02720. JOHN FELIX - 41 STEARNS ST, CAMBRIDGE, MA 02138. RICHARD GRAHAM - 4 BROOK LANE, PAOLI, PA 19087. JAMES A FLYNN, JR - PO BOX 905, ST. JOHNSBURY, VT 05819. JENNIFER MCKENNA - PO BOX 1042, QUECHEE, VT 05059. TIM MULHERN - 46 OVERBROOK LANE, LONGMEADOW, MA 01106. JAYNE MULLEN-SAMPSON - PO BOX 754, EAST DENNIS, MA 02641. ANDREW LORD - 14 THAXTER LANE, KETTERY POINT, ME 03905. VICKY SEELEN - 58 FLETCHER ST, ROSINDALE, MA 02131. WARREN SMITH - 38 COOLIDGE LANE, DEDHAM, MA 02026. KRISTI GRAHAM - 694 GOODRICH FOUR CORNERS, NORWICH, VT 05055. BRUCE PALMER - PO BOX 99, ST. JOHNSBURY, VT 05819. KIRK DWYER - 60 ALPINE LANE, EAST BURKE, VT 05832. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAIN ON INVESTMENTS -145,221. TOTAL TO FORM 990, PART XI, LINE 5: -145,221.