2016-11-18T08:22:27-06:00 2016-06-30 010219197 HORTON MCFARLAND & VEYSEY LLC PO BOX 543 ELLSWORTH ME 04605 990 2015-07-01 010247002 GEORGE STEVENS ACADEMY GEOR 2073745081 23 UNION STREET BLUE HILL ME 046140816 MARION MORRIS PRESIDENT 2073745081 2016-11-09 1 ANNETTE GOULD P01246737 2076675529 2016-11-09 2015 2017-02-10 21:41:12Z MARION MORRIS 23 UNION STREET BLUE HILL ME 046140816 15407737 0 X WWW.GEORGESTEVENSACADEMY.ORG X 1943 ME GEORGE STEVENS ACADEMY IS AN INDEPENDENT HIGH SCHOOL LOCATED ON THE COAST OF MAINE. GROUNDED IN ITS TRADITIONS AND COMMITMENT TO THE AREA'S SMALL TOWNS. THE ACADEMY IS A CARING EDUCATIONAL COMMUNITY INVESTED IN MEETING THE NEEDS OF EACH STUDENT. THE ACADEMY OFFERS A CHALLENGING COMPREHENSIVE PROGRAM OF STUDIES THAT FOSTERS INTELLECTUAL INQUIRY AND THE PURSUIT OF KNOWLEDGE, INSPIRES CREATIVITY, DEVELOPS SELF-RELIANCE, AND PREPARES ITS GRADUATES FOR A PURPOSEFUL LIFE IN AN EVER CHANGING WORLD. 16 16 119 0 0 0 216782 802888 4557446 4852272 728731 456494 215195 278759 5718154 6390413 124858 72013 0 0 3257260 3433481 0 0 203336 1968536 2192722 5350654 5698216 367500 692197 16939079 15762958 4520509 3087785 12418570 12675173 X GEORGE STEVENS ACADEMY IS AN INDEPENDENT HIGH SCHOOL LOCATED ON THE COAST OF MAINE. GROUNDED IN ITS TRADITIONS AND COMMITMENT TO THE AREA'S SMALL TOWNS. THE ACADEMY IS A CARING EDUCATIONAL COMMUNITY INVESTED IN MEETING THE NEEDS OF EACH STUDENT. THE ACADEMY OFFERS A CHALLENGING COMPREHENSIVE PROGRAM OF STUDIES THAT FOSTERS INTELLECTUAL INQUIRY AND THE PURSUIT OF KNOWLEDGE, INSPIRES CREATIVITY, DEVELOPS SELF-RELIANCE, AND PREPARES ITS GRADUATES FOR A PURPOSEFUL LIFE IN AN EVER CHANGING WORLD. 0 0 5073849 5131031 PROVIDE SECONDARY EDUCATION TO APPROXIMATELY 375 STUDENTS 72013 72013 77825 PROVIDE FINANCING ASSISTANCE TO GRADUATING STUDENTS WHO ARE FURTHERING THEIR EDUCATION. SCHOLARSHIPS GRANTED ON THE BASIS OF MERIT AND TYPE OF CONTINUING EDUCATION 5145862 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 18 0 1 119 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 X FRED HEILNER 2073745081 23 UNION ST BLUE HILL ME 04614 X MARGARET HANNAH TRUSTEE 2.00 X 0 0 0 BRIAN VAN EMMERICK TREASURER 2.00 X X 0 0 0 JIM MARKOS TRUSTEE 2.00 X 0 0 0 DEBORAH LUDLOW TRUSTEE 2.00 X 0 0 0 MARION MORRIS PRESIDENT 2.00 X X 0 0 0 TYLER KNOWLES TRUSTEE 2.00 X 0 0 0 JAMES HENRY CLERK 2.00 X X 0 0 0 MARJORIE OLIVARI TRUSTEE 2.00 X 0 0 0 SAMANTHA POLITTE VICE PRESIDENT 2.00 X X 0 0 0 PHYLLIS TAYLOR TRUSTEE 2.00 X 0 0 0 JON WOODWARD TRUSTEE 2.00 X 0 0 0 MELISSA MATTES TRUSTEE 2.00 X 0 0 0 MICHAEL MCMILLEN TRUSTEE 2.00 X 0 0 0 LIN PARKER TRUSTEE 2.00 X 0 0 0 JEFF ALLEN TRUSTEE 2.00 X 0 0 0 KATRINA PARSON TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 802888 802888 TUITION 611600 4837310 4837310 MISCELLANEOUS 900099 14962 14962 4852272 304284 304284 9169534 9017324 152210 152210 152210 SCHOOL LUNCH 611710 278759 278759 278759 6390413 5131031 0 456494 72013 72013 177608 177608 2559712 2429032 130680 66541 59047 4317 3177 537745 477182 34891 25672 91875 81528 5961 4386 4460 4460 12000 12000 49692 49692 11704 11704 20615 14926 2459 3230 151144 151144 92717 92717 224250 224250 44354 44354 RESIDENTIAL BOARDING PR 824847 824847 EDUCATIONAL PROGRAMS 241984 241984 FOOD PURCHASES 140564 140564 EQUIPMENT RENTAL & MAIN 138768 138768 235623 153506 45926 36191 5698216 5145862 349018 203336 300 300 2114440 3252709 29740 6158 12789 12789 74364 75335 10677073 4858123 4958968 5818950 9748478 6596717 16939079 15762958 531807 515267 265075 227325 1180789 1566063 2542838 779130 4520509 3087785 X 3484321 3620643 2365499 2480180 6568750 6574350 12418570 12675173 16939079 15762958 X 692197 -435585 -9 X X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8934249 381740 64756 276524 49691 9054530 9211156 68071 286775 577630 54123 8934249 8491087 175780 1144441 556043 44109 9211156 8246077 199453 575501 487832 42112 8491087 7874685 197630 519484 305349 40373 8246077 0.73000 0.27000 0 0 1079129 1079129 7883391 3355034 4528357 1714553 1503089 211464 5818950 X 5954827 -435585 -435585 6390412 1 1 6390413 5698224 8 8 5698216 0 5698216 PART X, LINE 2: GEORGE STEVENS ACADEMY IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE 501(C) (3). THE SCHOOL REGULARLY REVIEWS AND EVALUATES ITS TAX POSITION TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS IS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND RELATED MATTERS. THE SCHOOL BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, ITS POSITION WOULD PREVAIL BASED UPON TECHNICAL MERIT OF SUCH POSITIONS. THEREFORE THE SCHOOL HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED. THE SCHOOL TAX RETURNS ARE SUBJECT TO FEDERAL AND STATE REVIEW BY TAXING AUTHORITIES FOR FISCAL YEARS ENDED JUNE 30, 2010, 2011, AND 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 8. 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL HAS THE POLICY ON THE SCHOOL WEBSITE SCHEDULE E, PART I, LINE 4 NOT CONSIDERED NECESSARY SINCE RACE DOES NOT FACTOR INTO ADMISSION OR EMPLOYMENT 1 COLLEGE SCHOLARSHIPS AWARDED 24 71000 PRINCIPAL DISCRETIONARY FUND TO HELP STUDENTS AT RISK FOR QUITTING SCHOOL 4 1013 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO STUDENTS BASED ON CRITERIA SET FORTH BY THE DONOR AND THEN DISPERSED DIRECTLY TO THE COLLEGE JIM MARKOS PRESIDENT OF MAINE SHELLFISH 1908 THE SCHOOL PURCHASES FOOD SUPPLIES FROM MAINE SHELLFISH 0 FRANK BIANCO DIRECTOR OF FOOD SERVICE-FRANK'S FAMILY OWNS BIANCO PROVISIONS 85548 THE SCHOOL PURCHAES FOOD SUPPLIES FROM BIANCO PROVISIONS 0 JON WOODWARD TRUSTEE 16288 THE SCHOOL PAID FOR HOUSING STUDENTS AND FOR CONSTRUCTION SERVICES 0 LISA THEOHARIDIS SCHOOL NURSE 18000 THE SCHOOL PAID FOR HOUSING STUDENTS 0 PRUDENCE HEILNER RESIDENTIAL LIFE ASSISTANT AND IS MARRIED TO THE BUSINESS MANAGER 12000 THE SCHOOL PAID FOR HOUSING STUDENTS 0 KATHLEEN KNIGHT MATH INSTRUCTOR 6000 THE SCHOOL PAID FOR HOUSING STUDENTS 0 HECTOR SAPIEN HUSBAND OF TRUSTEE 8231 THE SCHOOL PAID FOR SOCIAL WORK SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11 990 IS PROVDIDED TO THE BOARD OF TRUSTEES AND REVEIWED AT A SUBSEQUENT MEETING FORM 990, PART VI, SECTION B, LINE 12 ALL TRUSTEES SIGN THE TRUSTEES STATEMENT OF COMMITMENT. WHICH REQUIRES THAT THEY NOT INVOLVE THEMSELVES IN ANY MATTERS THEY HAVE A CONFLICT OF INTEREST ON FORM 990, PART VI, SECTION B, LINE 15 BOARD OF TRUSTEES APPROVES COMPENSATION FOR THE HEAD OF THE SCHOOL. THE HEAD OF THE SCHOOL APPROVES COMPENSATION FOR ADMNISTRATORS AND THERE IS A COMPENSATION COMMITEE TO OVERSEE ALL EMPLOYEES COMPENSATION. COMPENSATION IS COMPARABLE FOR THE AREA. FORM 990, PART VI, SECTION C, LINE 18 THEY ARE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: ROUNDING -9. 990 PART XI LINE 2C THE FINANCE COMMITEE HAS OVERSIGHT OVER THE AUDIT AND SELECTION OF AUDITOR