2015-01-19T09:14:32-06:00 2014-06-30 030210880 A M PEISCH & COMPANY LLP 1020 MEMORIAL DRIVE ST JOHNSBURY VT 05819 990 2013-07-01 030225997 BURKE MOUNTAIN ACADEMY INC BURK 8026265607 60 ALPINE LANE EAST BURKE VT 058326601 KIRK DWYER HEADMASTER 8026265607 2015-01-19 1 RICHARD F LYON CPA P00281531 8027485654 2013 2016-03-07 17:11:31Z KIRK DWYER 60 ALPINE LANE EAST BURKE VT 05832 11215129 0 X WWW.BURKEMTNACADEMY.ORG X 1971 VT SECONDARY EDUCATION AND SKI TRAINING INSTITUTION 17 17 50 0 0 0 2003640 965544 3637347 3796329 236789 1187440 0 50386 5877776 5999699 442492 441198 0 0 1762588 1922142 0 0 249816 1948792 2032938 4153872 4396278 1723904 1603421 10241153 10680375 1182451 469354 9058702 10211021 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 EXCEPTIONAL PREPARATION FOR LIFE BEYOND BURKE. 0 0 3615199 441198 4955964 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. 3615199 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 1 1 1 0 X STUART GUY 8026265607 60 ALPINE LANE EAST BURKE VT 05832 WILLIAM BOOKER TRUSTEE 1.00 X 0 0 0 WILLIAM CURTIS TRUSTEE 1.00 X 0 0 0 JOHN DATOR TRUSTEE 1.00 X 0 0 0 JENNIFER MCKENNA TRUSTEE 1.00 X 0 0 0 TIM MULHERN TRUSTEE 1.00 X 0 0 0 JAYNE MULLEN-SAMPSON TRUSTEE 1.00 X 0 0 0 WARREN SMITH - TRACE TRUSTEE 1.00 X 0 0 0 KIRK DWYER HEADMASTER 40.00 X 159899 0 16473 KIMBERLY BUTLER TRUSTEE 1.00 X 0 0 0 KEN GRAHAM TRUSTEE 1.00 X 0 0 0 ANNE-MARIE REGAN TRUSTEE 1.00 X 0 0 0 THOMAS ROLFS TRUSTEE 1.00 X 0 0 0 WARREN SMITH - RENNY TRUSTEE 1.00 X 0 0 0 ALEXANDER WILLIAMS TRUSTEE 1.00 X 0 0 0 CHARLES CHRISTIANSON TRUSTEE 1.00 X 0 0 0 JONATHAN KATZ TRUSTEE 1.00 X 0 0 0 ED VILANDRIE TRUSTEE 1.00 X 0 0 0 159899 0 16473 1 0 1 0 VANASSE BUILDERS PO BOX 528 BARTON VT 05822 CONSTRUCTION 141235 1 965544 98755 965544 TUITION/ROOM/BOARD 900099 2838732 2838732 STUDENT FEES/REIMBURSEMENT 900099 900062 900062 STORE SALES TO STUDENTS 900099 45321 45321 12214 12214 3796329 78191 78191 55000 4614 50386 50386 50386 6320065 5210816 1109249 1109249 1109249 5999699 4955964 0 78191 441198 441198 159900 61432 66942 31526 1355978 1034726 218333 102919 406264 293777 76455 36032 13612 13612 16495 16495 82833 75102 7731 210617 210617 63806 63806 5125 5125 310165 310165 108461 108461 ALTHLETIC EXPENSES 750641 750641 FOOD SERVICE 239556 239556 DEVELOPMENT EXPENSE 71408 71408 GENERAL ADMIN 64324 64324 95895 95695 200 4396278 3615199 531263 249816 308 1199 922802 570912 841335 546415 137357 81095 3000 0 9683 7819 12289 29591 7485000 3131406 3969799 4353594 4303633 5050036 40947 39714 10241153 10680375 141379 96612 438455 358194 602617 14548 1182451 469354 X 3474099 4592759 4423521 4452980 1161082 1165282 9058702 10211021 10241153 10680375 1603421 -451102 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5136024 324250 83199 0 97234 25605 5420634 4070310 578125 622723 35000 75159 24975 5136024 3991000 374049 9229 38050 226160 39758 4070310 3026390 485628 644808 55592 95665 14569 3991000 2412721 356447 423558 136764 29572 3026390 0.74000 0.26000 0 0 102420 102420 5441801 1872782 3569019 1940779 1258624 682155 4353594 5553211 4614 4614 5548597 451102 451102 5999699 4400892 4614 4614 4396278 0 4396278 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES PART XI, LINE 4B - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INVESTMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 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. 1 SCHOLARSHIPS 21 360110 TRAINING ASSISTANCE 22 81088 X 1 0 X X X 0 0 0 0 0 0 0 0 0 KIRK DWYER HEADMASTER 159899 0 0 0 0 0 13065 0 3408 0 176372 0 0 0 29500 SCHOLARSHIP AND TRAINING ASSISTANCE STUDY X 2 97255 TRADING VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 RENNY SMITH IS THE FATHER TO DIRECTOR WARREN SMITH - TRACE. 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. 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. 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. 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. WARREN SMITH - TRACE - 38 COOLIDGE LANE, DEDHAM, MA 02026. KIRK DWYER - 60 ALPINE LANE, EAST BURKE, VT 05832. KIMBERLY BUTLER - 8 SOUTH PARK STREET; PO BOX 1911, LEBANON, NH 03766. KEN GRAHAM - 415 VALLEY PARK ROAD, PHOENIXVILLE, PA 19460. ANNE-MARIE REGAN - 5 KING STREET, NEWTON, MA 02466. THOMAS ROLFS - 4978 N. MAPLE LANE, NASHOTAH, WI 53058. WARREN SMITH - RENNY - 38 COOLIDGE LANE, DEDHAM, MA 02026. ALEXANDER WILLIAMS - 96 GROSVENOR ROAD, ROCHESTER, NY 14610. CHARLES CHRISTIANSON - 1503 BYRNE HALL, HANOVER, NH 03755. JONATHAN KATZ - 36 LOWELL LANE, BROOKLINE , MA 02445. ED VILANDRIE - 313 TAYLOR RD, BARNET, VT 05832. FORM 990, PART XII, LINE 2C: AUDIT OVERSIGHT IS PROVIDED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE APPROVES THE ENGAGEMENT, MAINTAINS COMMUNICATION WITH THE AUDITORS, AND APPROVES REPORT BY FULL COMMITTEE.