2020-04-13T11:00:32-05:00 2019-06-30 231144520 TAIT WELLER & BAKER LLP TWO LIBERTY PL 50 S 16TH ST STE 2900 PHILADELPHIA PA 191022529 990 2018-07-01 221500475 BLAIR ACADEMY BLAI 9083626121 PO BOX 600 BLAIRSTOWN NJ 07825 JAMES FRICK ASSISTANT TREASURER 9083626121 2020-04-13 1 STACY CULLEN P00974308 2159798800 2020-04-13 73.197.240.60 2020-04-13 11:00:26 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9CA5151C01E3019CBD572A3B206599F7FE171262 2018 2021-01-29 14:40:06Z CHRISTOPHER FORTUNATO PO BOX 600 BLAIRSTOWN NJ 07825 66409542 0 X WWW.BLAIR.EDU X 1848 NJ BLAIR ACADEMY SEEKS TO ENROLL TALENTED YOUNG MEN AND WOMEN FROM DIVERSE BACKGROUNDS. IN A RESIDENTIAL SETTING, BLAIR ACADEMY IS COMMITTED TO PROVIDE A LIBERAL ARTS EDUCATION AND TO PROMOTE THE DEVELOPMENT OF PERSONAL AND INTELLECTUAL DISCIPLINE AS PREPARATION FOR CONTINUED STUDY AT SELECTIVE COLLEGES AND FOR A LIFE OF RESPONSIBLILTY AND SERVICE. 26 26 227 26 695930 0 6839073 13438652 27036365 28172249 4355413 3768787 802057 916263 39032908 46295951 5792328 5941574 0 0 15147314 15984147 0 0 3328331 13925485 13404909 34865127 35330630 4167781 10965321 206491008 218202384 29539587 29611005 176951421 188591379 X BLAIR ACADEMY IS A COEDUCATIONAL BOARDING SCHOOL LOCATED 65 MILES WEST OF NEW YORK CITY IN THE FOOTHILLS OF THE POCONO MOUNTAINS. IN ITS 163RD YEAR, BLAIR CONTINUES TO OFFER A SUPERIOR ACADEMIC COLLEGE-PREPARATORY PROGRAM WHILE HOLDING FIRMLY TO ITS TRADITION OF BEING A COMMUNITY FULLY FOCUSED ON THE DEVELOPMENT OF EACH INDIVIDUAL STUDENT. IN THIS ENVIRONMENT, STUDENTS LEARN TO ADVOCATE FOR THEMSELVES, BECOME SERVICE-MINDED, AND DEVELOP THE LEADERSHIP SKILLS NECESSARY FOR SUCCESS IN COLLEGE AND BEYOND. 0 0 28878249 5941574 28172249 BLAIR ACADEMY SERVES 460 STUDENTS FROM 22 COUNTRIES AND 27 DIFFERENT STATES. BLAIR OFFERS A RICH AND CHALLENGING CURRICULUM, WORLD CLASS PROGRAMS FOR ATHLETES AND ARTISTS OF ALL ABILITIES AND AN ARRAY OF MEANINGFUL LEADERSHIP, TRAVEL, AND SERVICE OPPORTUNITIES. WE INVEST IN DISCOVERING AND UNDERSTANDING OUR STUDENTS' TALENTS, INTERESTS AND PERSONALITIES. 28878249 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 52 0 227 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X JAMES A FRICK 9083626121 BLAIR ACADEMY BLAIRSTOWN NJ 07825 DOUGLAS W KIMMELMAN CHAIRMAN 5.00 X X 0 0 0 DOMINICK J ROMANO VICE CHAIRMAN AND TREASURE 5.00 X X 0 0 0 ANNE E CRAMER SECRETARY 5.00 X X 0 0 0 EMMANUEL BELLO TRUSTEE 5.00 X 0 0 0 LAI YUEN CHIANG TRUSTEE 5.00 X 0 0 0 SINGLETON A COX TRUSTEE 5.00 X 0 0 0 REV DAVID G HARVEY TRUSTEE 5.00 X 0 0 0 DAVID G JANUSZEWKSI TRUSTEE 5.00 X 0 0 0 JAMES P JENKINS TRUSTEE 5.00 X 0 0 0 MARIANNE LIEBERMAN TRUSTEE 5.00 X 0 0 0 G DAVID MACEWEN TRUSTEE 5.00 X 0 0 0 KEITH H RAUSCHENBACH TRUSTEE 5.00 X 0 0 0 MARIA V SAVETTIERE TRUSTEE 5.00 X 0 0 0 ROBIN J SCHEMAN TRUSTEE 5.00 X 0 0 0 CORNELIUS E SIGETY TRUSTEE 5.00 X 0 0 0 ROBERT G SIGETY TRUSTEE 5.00 X 0 0 0 AMELIA C WOLFE TRUSTEE 5.00 X 0 0 0 KURT A BAKER TRUSTEE 5.00 X 0 0 0 ELISE BATES RUSSELL TRUSTEE 5.00 X 0 0 0 JOHN P MOONEY JR TRUSTEE 5.00 X 0 0 0 DEREK M PEACHEY TRUSTEE 5.00 X 0 0 0 JEANNE SORENSEN SIEGEL TRUSTEE 5.00 X 0 0 0 HOBART VAN DEUSEN TRUSTEE 5.00 X 0 0 0 VICTORIA P BAILEY TRUSTEE 5.00 X 0 0 0 ALLEN M GIBSON TRUSTEE 5.00 X 0 0 0 PAMELA A KIRBY TRUSTEE 5.00 X 0 0 0 CHRISTOPHER FORTUNATO HEAD OF SCHOOL 40.00 X 520146 0 64249 JAMES A FRICK ASST. TREASURER AND ASST. 40.00 X 314758 0 105072 LEWIS M STIVAL FACULTY 40.00 X 163903 0 49770 RYAN PAGOTTO FACULTY 40.00 X 154818 0 56826 CARA MOHLMANN ADVANCEMENT 40.00 X 130395 0 88229 PETER CURRAN FACULTY 40.00 X 173879 0 50659 CRAIG HALL ADVANCEMENT 40.00 X 265913 0 45420 1723812 0 460225 14 0 1 0 WALLKILL GROUP INC 3505 ROUTE 94 SUITE 1A HAMBURG NJ 07149 CONSTRUCTION 4200851 SAGE DINING 1402 YORK ROAD LUTHERVILLETIMONIUM MD 21093 FOOD SERVICE 2628168 CSI INTERNATIONAL 6700 N ANDREWS AVENUE FT LAUDERDALE FL 33309 JANITORIAL SERVICES 836454 LONGO ASSOCIATES INC 100 HILLTOP RD RAMSEY NJ 07446 CONSTRUCTION 523038 FANIA ROOFING COMPANY 271 EAST BLACKWELL ST PO BOX 100 DOVER NJ 07802 CONSTRUCTION 483684 13 13438652 467901 13438652 TUITION/FEES 611600 27760409 27760409 SUPPORT SERVICES 611710 411840 411840 28172249 1800649 1800649 32013 0 32013 32013 32013 22081729 20113591 1968138 1968138 1968138 SUMMER PROGRAMS 611710 638111 620670 17441 GOLF & TENNIS 713910 43247 43247 202892 202892 884250 46295951 28375141 695930 3786228 5941574 5941574 971480 971480 10512476 8591558 910663 1010255 835122 759955 75167 2858159 1884659 707019 266481 806910 609114 126172 71624 94908 94908 38500 38500 3372199 2392842 60289 919068 1788369 1788369 267917 109935 157982 746927 746927 3263793 3263793 353175 353175 OUTSIDE SERVICES 1713103 1497985 215118 CUSTODIAL SERVICES 833674 833674 PROPERTY TAXES 54811 54811 877533 26405 238492 612636 35330630 28878249 3124050 3328331 7914254 7120751 5150750 9262957 382190 463885 1012277 1105536 136083131 44160177 86202181 91922954 65398168 67633549 37629405 37867877 2801783 2824875 206491008 218202384 1053090 1744282 4259113 4700859 24227384 23165864 29539587 29611005 X 102089729 110525803 28235044 27857947 46626648 50207629 176951421 188591379 206491008 218202384 X 10965321 651545 23092 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 103042862 4783766 106695 107933323 95980432 2102209 4960221 103042862 86526744 3060800 6392888 95980432 88431897 3355720 -5260873 86526744 88892362 3670594 -4131059 88431897 0.30180 0.46520 0.23300 0 0 1553144 1553144 118836820 36732472 82104348 9708032 7427705 2280327 5985135 5985135 91922954 ALTERNATIVE INVESTMENTS 37867877 F 37867877 X 41005922 651545 651545 40354377 5941574 5941574 46295951 29389056 0 29389056 5941574 5941574 35330630 PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (JUNE 30, 2016 - JUNE 30, 2018) OR EXPECTED TO BE TAKEN IN THE ACADEMY'S TAX RETURN FOR THE YEAR ENDED JUNE 30, 2019 AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID NETTED AGAINST STUDENT TUITION AND FEES ON FINANCIAL STATEMENTS 5,941,574. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID NETTED AGAINST STUDENT TUITION AND FEES ON FINANCIAL STATEMENTS 5,941,574. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NEWSPAPER ADVERTISEMENT AS WELL AS A STATEMENT IN ALL APPROPRIATE PUBLICATIONS (SEE CATALOGUE). EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 FUNDRAISING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 NEED BASED FINANCIAL ASSISTANCE 167 5941574 PART I, LINE 2: STUDENT AID AMOUNTS ARE APPLIED AGAINST TUITION COSTS. X X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER FORTUNATO HEAD OF SCHOOL 520146 0 0 0 0 0 21375 0 42874 0 584395 0 0 0 JAMES A FRICK ASST. TREASURER AND ASST. 314758 0 0 0 0 0 27677 0 77395 0 419830 0 0 0 LEWIS M STIVAL FACULTY 163903 0 0 0 0 0 15680 0 34090 0 213673 0 0 0 RYAN PAGOTTO FACULTY 154818 0 0 0 0 0 16382 0 40444 0 211644 0 0 0 CARA MOHLMANN ADVANCEMENT 130395 0 0 0 0 0 13370 0 74859 0 218624 0 0 0 PETER CURRAN FACULTY 173879 0 0 0 0 0 16900 0 33759 0 224538 0 0 0 CRAIG HALL ADVANCEMENT 265913 0 0 0 0 0 18637 0 26783 0 311333 0 0 0 A NJ ECONOMIC DEVELOPMENT AUTHORITY 222045817 2014-10-29 19825000 REFUND PRIOR ISSUE 2007 BONDS. CONSTRUCT ATHLETIC FACILITY. 0 0 0 B NJ ECONOMIC DEVELOPMENT AUTHORITY 222045817 2013-05-21 10000000 FUND THE CONSTRUCTION OF TWO NEW DORMITORIES AND SIX NEW FACULTY RESIDENCES 0 0 0 A 19825000 19825000 0 1 1 1 B 5000000 153 121018 4878829 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 X 29 467901 SALE OF STOCK 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES THE SERVICES OF AN OUTSIDE BROKERAGE TO RECEIVE AND SELL STOCK GIFTS. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES ROBERT AND CORNELIUS SIGETY ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 REVIEW PROCESS INVOLVES A THOROUGH REVIEW BY THE EXECUTIVE COMMITTEE AND BUDGET/AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO SUBMISSION OF THE RETURN. ANY QUESTIONS OR CONCERNS THAT ARISE FROM THIS REVIEW ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE. THE COMPLETED 990 TAX RETURN IS SHARED WITH THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH INDIVIDUAL OF THE BOARD OF TRUSTEES ANNUALLY RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY AND IS REQUIRED TO REVIEW THE POLICY AND REPORT ANY POSSIBLE CONFLICTS. COPIES OF ALL CONFLICT OF INTEREST RESPONSES ARE SENT TO SECRETARY OF THE BOARD FOR REVIEW AND RESPONSE IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE COMPENSATION OF THE HEADMASTER IN RELATION TO A PEER GROUP OF SCHOOLS AND BASED UPON THIS ANALYSIS IN CONJUNCTION WITH A ANNUAL PERFORMANCE EVALUATION THE COMPENSATION LEVEL IS ESTABLISHED. THE COMPENSATION LEVEL ESTABLISED BY THE COMMITTEE, FOR THE HEADMASTER, IS SHARED WITH THE REMAINDER OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE ALSO REVIEWS ALL ADMINISTRATIVE/KEY EMPLOYEE SALARIES THAT ARE ESTABLISHED BY THE HEADMASTER IN COMPARISON TO A PEER GROUP TO ENSURE THAT THEY ARE COMPARABLE AND COMMENSURATE WITH THE JOB RESPONSIBILITIES OF EACH INDIVIDUAL. ANY CONCERNS BY THE COMMITTEE ARE BROUGHT TO THE ATTENTION OF THE HEADMASTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 23,092. FORM 990, PART XI, LINE 2C THE BUDGET COMMITTEE OVERSEES THE AUDIT AND SELECTS THE AUDITORS AT THEIR MEETING IN MAY.