2015-02-13T07:36:57-06:00 2014-06-30 McPhillips Roberts & Deans PLC 150 Boush Street Suite 1100 Norfolk VA 23510 990 2013-07-01 540551901 THE NORFOLK ACADEMY % JEFFREY A MARTIN NORF 7574616236 1585 WESLEYAN DRIVE Suite NORFOLK VA 23502 JEFFREY A MARTIN BUSINESS MANAGER 7574616236 2015-02-11 true James E Prince III P00559346 7574616236 2013 2016-02-25 16:41:14Z DENNIS G MANNING 1585 WESLEYAN DRIVE NORFOLK VA 23502 28634322 false X www.norfolkacademy.org X 1960 VA Norfolk Academy seeks to offer a coordinated program for students, building and expanding on knowledge and experience from grades one through twelve. 30 27 486 1317 5323 -23744 2088799 2921675 22659788 22981764 307854 824169 1136659 1072234 26193100 27799842 0 0 0 0 17072480 17840737 0 0 1292612 9696238 10643306 26768718 28484043 -575618 -684201 92239740 99787089 16698712 16946523 75541028 82840566 X THE NORFOLK ACADEMY IS A COLLEGE PREPARATORY CO-EDUCATIONAL DAY SCHOOL THAT STRIVES TO ASSIST ITS STUDENTS TO DEVELOP MATURITY OF BODY, MIND, AND CHARACTER. WE HOPE TO ENGENDER AN AWARENESS AND APPRECIATION OF INTELLECTUAL, AESTHETIC, AND MORAL EXCELLENCE IN A SETTING THAT OFFERS WELL-DEVELOPED PROGRAMS, NOT ONLY IN THE ACADEMIC DISCIPLINES, BUT ALSO IN FINE ARTS AND ATHLETICS. WE AIM TO PREPARE STUDENTS TO BECOME USEFUL AND RESPONSIBLE CITIZENS OF A DEMOCRACY. WE STRIVE TO MAKE THEM AWARE OF THEIR ROLES IN CREATING A JUST SOCIETY. WE ARE COMMITTED TO THE SPIRITUAL AND ETHICAL VALUES OF THE JUDEO-CHRISTIAN HERITAGE AND ENVISION THAT THESE WILL BECOME A PART OF THE BEING OF EACH MEMBER OF THE NORFOLK ACADEMY COMMUNITY. NORFOLK ACADEMY SEEKS TO OFFER A COORDINATED PROGRAM FOR STUDENTS, BUILDING AND EXPANDING ON KNOWLEDGE AND EXPERIENCE FROM GRADES ONE THROUGH TWELVE, ENCOURAGING RESPONSIBLE PARTICIPATION IN A VARIETY OF SCHOOL ACTIVITIES, PROVIDING OPPORTUNITIES FOR LEADERSHIP TRAINING, false false 817289 750426 SUMMER SCHOOL & OTHER SPONSORED PROGRAMS 21890992 22231338 INSTRUCTIONAL & GENERAL PROGRAMS FOR STUDENTS GRADES 1 - 12 22708281 true true false false false false true false true true true false false true true true false true false false false false false true true false false false true true false false false false false true false false true false true true false false false false false false false true 106 0 true 486 true true true false false false false false false false false false false false false X 30 27 true false false false false false false true true false false false true true true true true true true false X JEFFREY A MARTIN 7574616236 1585 WESLEYAN DRIVE NORFOLK VA 23502 X BARCLAY C WINN TREASURER 3.0 X 0 0 0 DR THOMAS A ALBERICO VICE PRESIDENT - FINANCE 3.0 X 0 0 0 ADRIENNE PRUDEN ASHBY TRUSTEE 1.0 X 0 0 0 RICHARD C BURROUGHS SECRETARY 3.0 X 0 0 0 RICHARD G DIAMONSTEIN TRUSTEE 1.0 X 0 0 0 HELEN E DRAGAS TRUSTEE 1.0 X 0 0 0 LAWRENCE A BERNERT III TRUSTEE 1.0 X 0 0 0 GUY R FRIDDELL III VICE PRESIDENT - INVESTMENT 3.0 X 0 0 0 CONRAD M HALL V PRESIDENT BLDGS AND GROUNDS 3.0 X 0 0 0 PETER M ILL VICE PRESIDENT - DEVELOPMENT 3.0 X 0 0 0 DAVID T LAWSON TRUSTEE 1.0 X 0 0 0 WINIFRED J MARQUART TRUSTEE 1.0 X 0 0 0 ALFRED M RANDOLPH JR VICE PRESIDENT EDUCATION 3.0 X 0 0 0 ALFRED F RITTER JR TRUSTEE 1.0 X 0 0 0 WILLIAM R VAN BUREN III PRESIDENT OF THE BOARD 5.0 X 0 0 0 C BENJAMIN VANDERBERRY TRUSTEE 1.0 X 0 0 0 LEAH WAITZER TRUSTEE 1.0 X 0 0 0 WAYNE F WILBANKS TRUSTEE 1.0 X 0 0 0 SUSAN S WYNNE TRUSTEE 1.0 X 0 0 0 WARREN HARRIS TRUSTEE 1.0 X 0 0 0 SALLY OLD KITCHIN TRUSTEE 1.0 X 0 0 0 ALLAN L PARROTT JR TRUSTEE 1.0 X 0 0 0 TRACY G SAVAGE TRUSTEE 1.0 X 0 0 0 FRANCES L BEASLEY TRUSTEE 1.0 X 0 0 0 RHONDA G DURHAM TRUSTEE 1.0 X 0 0 0 DR FREDERICK N FINK TRUSTEE 1.0 X 0 0 0 TIMOTHY J STIFFLER TRUSTEE 1.0 X 0 0 0 THOMAS RUEGER JR TRUSTEE 1.0 X 0 0 0 JOHN L GIBSON III TRUSTEE 1.0 X 0 0 0 FRANK J WOOD III TRUSTEE 1.0 X 0 0 0 DENNIS G MANNING HEADMASTER 40.0 X 430282 0 92357 SANDRA T KAL ASSOCIATE HEADMASTER 40.0 X 144228 0 37340 JEFFREY A MARTIN BUSINESS MANAGER 40.0 X 64713 0 7165 GARRETT C LAWS DIRECTOR MIDDLE SCHOOL 40.0 X 143375 0 22636 HERBERT D SOLES ASST HEADMASTER DEVELOPMENT 40.0 X 155885 0 36398 LINDA R GORSLINE DIRECTOR UPPER SCHOOL 40.0 X 122756 0 15992 PAUL M FEAKINS DIRECTOR OF COLLEGE COUNSELING 40.0 X 113644 0 28471 JAMES H LASLEY JR DIRECTOR OF ADMISSIONS 40.0 X 102049 0 36054 1276932 0 276413 8 false true false ARAMARK CORPORATION 24858 NETWORK PLACE CHICAGO IL 606731248 FACILITIES MGT 252489 TOP GUARD SECURITY PO BOX 284 HAMPTON VA 23669 SECURITY SERVICES 338486 TRANQUEST LLC 994 SCOTT STREET NORFOLK VA 235023147 TRANSPORTATION 870582 MERIWETHER GODSEY 4944 OLD BOONSBORO ROAD LYNCHBURG VA 24503 FOOD SERVICES 1218026 HANBURY EVANS WRIGHT VLATTAS 120 ATLANTIC STREET NORFOLK VA 23510 ARCHITECTURE & ENGIN 468915 5 X 2921675 234090 2921675 TUITION AND FEES 22231338 22231338 DAY CAMP AND SUMMER SCHOOL 750426 750426 22981764 824669 5323 819346 0 0 72588 72588 0 72588 72588 117304 116918 886 386 -886 -500 -500 346616 316951 29665 29665 18470 4431 14039 14039 545320 395294 150026 150026 TRANSPORTATION 672150 672150 AFTER SCHOOL 118616 118616 DRIVERS EDUCATION 15150 15150 805916 27799842 22981764 5323 1891080 X 0 0 0 0 593848 33855 537423 22570 0 12770166 11042340 1112336 615490 1127415 945779 133607 48029 2404516 2036797 300011 67708 944792 884544 16308 43940 0 0 0 0 0 749309 749309 0 0 0 0 0 0 219318 192397 9003 17918 0 107032 64099 34358 8575 423163 15846 395135 12182 0 2176826 2120720 43784 12322 0 ADVERTISING 80898 9296 70102 1500 CONTRACT LABOR AND SERVICES 2385628 2137625 133303 114700 DUES, SUBSCRIPTIONS, AND LICEN 146097 52258 87513 6326 GIFTS 44579 7336 12705 24538 4310456 3165389 848253 296814 28484043 22708281 4483150 1292612 X 6178627 6790738 0 0 492429 297044 223332 194767 380000 350000 0 0 0 0 311557 288240 438213 393275 61241653 29447284 32383303 31794369 0 0 50251521 57915645 0 0 0 0 1580758 1763011 92239740 99787089 2811823 3751147 0 0 1164080 1049196 11992187 11884489 0 0 0 0 0 0 0 0 730622 261691 16698712 16946523 X 36016117 37950074 8314116 11528739 31210795 33361753 75541028 82840566 92239740 99787089 X -684201 7983739 X false true X true false X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12238 401268 X X X false 41096106 1261218 6418248 1603039 47172533 37903719 382561 4260850 1451024 41096106 36284087 2181595 766799 1328762 37903719 31164154 329414 6063524 1273005 36284087 29615803 187577 2684202 1323428 31164154 0.07930 0.70720 0.21350 false false 666781 0 666781 47117310 0 20470911 26646399 9592852 0 7242484 2350368 3864710 0 1733889 2130821 31794369 UBS 108458 LAND & OTHER INVESTMENTS 22750 THE RICHMOND FUND, LP 57784437 57915645 0 ANNUITIES PAYABLE 261691 261691 X 35677386 7913721 713132 8626853 27050533 749309 749309 27799842 28383956 649222 649222 27734734 749309 749309 28484043 Sch. D, PART XI, LINE 2D THE FINANCIAL STATEMENTS REPORT DIRECT COSTS OF FIELD DAY ACTIVITIES [$316,951], DIRECT COSTS OF BOOKSTORE ACTIVITIES [$395,294], AND LOSS ON DISPOSITION OF DEPRECIABLE ASSETS [$886] AS EXPENSES. THESE AMOUNTS OFFSET TOTAL REVENUE REPORTED ON PART VIII OF FORM 990. PART XII, LINE 2D THE SUM OF FIELD DAY EXPENSE [$316,951 ON LINE 8B], BOOKSTORE COST OF SALES [$395,294 ON LINE 10B], LOSS ON DISPOSAL [$886], NET OF THE CHANGES IN POSTRETIREMENT ASSET [$23,452] AND GAIN ON DERIVATIVE [$40,458]. SCHEDULE D, PART III, LINE 4 VARIOUS WORKS OF ART ARE ON DISPLAY THROUGHOUT THE NORFOLK ACADEMY CAMPUS, WHICH FURTHERS THE SCHOOL'S MISSION TO "ENGENDER AN AWARENESS AND APPRECIATION OF INTELLECTUAL, AESTHETIC, AND MORAL EXCELLENCE IN A SETTING THAT OFFERS WELL-DEVELOPED PROGRAMS, NOT ONLY IN THE ACADEMIC DISCIPLINES, BUT ALSO IN FINE ARTS AND ATHLETICS." SCHEDULE D, PART X, LINE 2 The Academy is subject to income taxes on amounts generated from certain investment income, net of allocable expenses. The Academy incurred no income tax expense for the years ended June 30, 2014 and 2013. The Academy is, however, required to file a federal tax return. Tax years before 2010 are no longer subject to federal income tax examinations. Management continually evaluates tax positions reflected in the Academy's tax filings and does not believe any material uncertain tax positions exist. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE FOLLOWING STATEMENT APPEARS IN ADVERTISING AND REGISTRATION MATERIALS: THE NORFOLK ACADEMY ADMITS STUDENTS OF ANY RACE, SEX, RELIGION, COLOR AND NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. WE DO NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, RELIGION, COLOR, AND NATIONAL OR ETHNIC ORIGIN IN THE ADMINISTRATION OF OUR EDUCATIONAL POLICIES, ADMISSIONS POLICIES, EMPLOYMENT POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. FIELD DAY 346616 346616 4431 312520 0 346616 346616 4431 312520 316951 29665 18470 4431 true 1.00000 18470 4431 4431 14039 false GAMING PROCEEDS ARE LESS THAN THE AMOUNT REQUIRED FOR A PERMIT false true false 1.00000 JEFF MARTIN BUSINESS MANAGER 1585 WESLEYAN DRIVE NORFOLK VA 23502 false Herbert P Soles Assistant Headmaster for Development X false X X X true true X X X X false false false false false false false false false DENNIS G MANNING HEADMASTER 417835 0 0 0 12447 0 42550 0 49807 0 522639 0 0 0 SANDRA T KAL ASSOCIATE HEADMASTER 144228 0 0 0 0 0 13893 0 23447 0 181568 0 0 0 GARRETT C LAWS DIRECTOR MIDDLE SCHOOL 143375 0 0 0 0 0 15420 0 7216 0 166011 0 0 0 HERBERT D SOLES ASST HEADMASTER DEVELOPMENT 155885 0 0 0 0 0 12821 0 23577 0 192283 0 0 0 A NORFOLK AIRPORT AUTHORITY 546002580 2010-09-01 5995000 CONSTRUCT & EQUIP TUCKER ARTS false false false B NORTHAMPTON COUNTY DEV AUTHORITY 521298458 2013-08-29 7395000 CONSTRUCT & EQUIP TUCKER ARTS false false false A 0 0 5995000 0 0 0 66857 0 0 5928143 0 0 false false true true B 0 0 7395000 0 0 0 66938 0 0 7328062 0 0 false false true true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false false true false false 0 false 0 false true B false false true false false 0 false 0 false true A true B true DENNIS G MANNING HEADMASTER PROMISSORY NOTE X 500000 350000 false true true 350000 MS TRACY G SAVAGE BOARD MEMBER 72058 SALARY FOR BROTHER false MR DENNIS G MANNING OFFICER 23850 SALARY FOR SPOUSE false MR CONRAD M HALL BOARD MEMBER 58008 SALARY FOR SON false MRS SALLY OLD KITCHIN BOARD MEMBER 46257 SALARY FOR DAUGHTER false MRS SALLY OLD KITCHIN BOARD MEMBER 47151 SALARY FOR SON-IN-LAW false X 4 12238 FMV X 4095 FMV X 33 193421 FMV X ATHLETICS ITEMS 3 4452 FMV X FUNDRAISING ITEM 13 7373 FMV X PROGRAM ITEMS 3 11996 FMV X EQUIPMENT 1 515 FMV false true false Part VI Section A Line 2 WILLIAM R. VAN BUREN III, ALFRED M. RANDOLPH, JR., AND THE HUSBAND OF HELEN E. DRAGAS ARE ALL MEMBERS OF THE SAME LAW FIRM. PART VI SECTION B GOVERNANCE AND MANAGEMENT [LINE 11] THE EXECUTIVE COMMITTEE OR THE FINANCE COMMITTEE REVIEWS FORM 990 ON BEHALF OF THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. PART VI SECTION B POLICIES [LINE 12B AND 12C] THE BOARD OF TRUSTEES REVIEWS CONFLICT OF INTEREST STATEMENTS THAT OFFICERS AND TRUSTEES ARE REQUIRED TO COMPLETE ANNUALLY. PART VI SECTION B POLICIES [LINE 15] THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES COMPENSATION AFTER BENCHMARKING AND DOCUMENTING APPROPRIATE DATA. PART VI SECTION C DISCLOSURE [LINE 19] THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SCHEDULE L PART III GRANTS TO INTERESTED PERSONS. NO GRANT OR OTHER ASSISTANCE WAS PROVIDED TO AN OFFICER, DIRECTOR, TRUSTEE, OR SUBSTANTIAL CONTRIBUTOR, OR TO A PERSON RELATED TO SUCH AN INDIVIDUAL. TUITION REMISSION WAS PROVIDED FOR THE CHILDREN OF KEY EMPLOYEES BASED ON THE TUITION REMISSION POLICY FOR ALL EMPLOYEES OF THE SCHOOL. FORM 990, PART XI, LINE 5 SEE SCHEDULE D RECONCILIATION PART XII [SUM OF LINES 2A AND 2D] NET OF AMOUNT REPORTED ON SCHEDULE D PART XIII. FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:52079 PROGRAM SERVICES:38041 MANAGEMENT AND GENERAL:10745 FUNDRAISING:3293 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:INSURANCE TOTAL EXPENSES:200054 PROGRAM SERVICES:28460 MANAGEMENT AND GENERAL:166873 FUNDRAISING:4721 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:UTILITIES TOTAL EXPENSES:657744 PROGRAM SERVICES:640834 MANAGEMENT AND GENERAL:13196 FUNDRAISING:3714 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:UNIFORMS TOTAL EXPENSES:113164 PROGRAM SERVICES:112307 MANAGEMENT AND GENERAL:669 FUNDRAISING:188 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:UNITRUST PAYMENTS TOTAL EXPENSES:45086 FUNDRAISING:45086 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:VEHICLE COSTS TOTAL EXPENSES:35087 PROGRAM SERVICES:32968 MANAGEMENT AND GENERAL:1932 FUNDRAISING:187 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:STUDENT ACTIVITIES TRAVEL TOTAL EXPENSES:137950 PROGRAM SERVICES:139298 MANAGEMENT AND GENERAL:-1052 FUNDRAISING:-296 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:SUMMER PROGRAMS TOTAL EXPENSES:5534 PROGRAM SERVICES:5534 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:REFECTORY TOTAL EXPENSES:768279 PROGRAM SERVICES:650037 MANAGEMENT AND GENERAL:36739 FUNDRAISING:81503 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:INSTRUCTIONAL TOTAL EXPENSES:516992 PROGRAM SERVICES:515536 MANAGEMENT AND GENERAL:1456 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:COMPUTER HARDWARE & SOFTWARE TOTAL EXPENSES:72945 PROGRAM SERVICES:66360 MANAGEMENT AND GENERAL:4238 FUNDRAISING:2347 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:SCHOLARSHIPS AND AWARDS TOTAL EXPENSES:122775 PROGRAM SERVICES:114784 MANAGEMENT AND GENERAL:7991 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:PROFESSIONAL FEES TOTAL EXPENSES:111395 PROGRAM SERVICES:24188 MANAGEMENT AND GENERAL:85407 FUNDRAISING:1800 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:BAD DEBTS TOTAL EXPENSES:30878 PROGRAM SERVICES:1792 MANAGEMENT AND GENERAL:18579 FUNDRAISING:10507 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:AMORTIZATION OF LOAN COSTS TOTAL EXPENSES:290996 MANAGEMENT AND GENERAL:290996 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:INVESTMENT FEES TOTAL EXPENSES:10341 PROGRAM SERVICES:716 MANAGEMENT AND GENERAL:9625 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:SUPPLIES TOTAL EXPENSES:48259 PROGRAM SERVICES:36089 MANAGEMENT AND GENERAL:8517 FUNDRAISING:3653 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:TELEPHONE TOTAL EXPENSES:18565 PROGRAM SERVICES:-36 MANAGEMENT AND GENERAL:14655 FUNDRAISING:3946 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:POSTAGE AND SHIPPING TOTAL EXPENSES:56445 PROGRAM SERVICES:7790 MANAGEMENT AND GENERAL:20387 FUNDRAISING:28268 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:EQUIP RENTAL AND MAINTENANCE TOTAL EXPENSES:631623 PROGRAM SERVICES:569509 MANAGEMENT AND GENERAL:59155 FUNDRAISING:2959 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:PRINTING AND PUBLICATIONS TOTAL EXPENSES:345683 PROGRAM SERVICES:152751 MANAGEMENT AND GENERAL:87994 FUNDRAISING:104938 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:GIFTS IN-KIND TOTAL EXPENSES:28431 PROGRAM SERVICES:28431 FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:CIP EXPENSE TOTAL EXPENSES:10151 MANAGEMENT AND GENERAL:10151