2015-11-16T13:29:49-06:00 2015-06-30 030210880 A M PEISCH & COMPANY LLP 1020 MEMORIAL DRIVE ST JOHNSBURY VT 05819 990 2014-07-01 030225997 BURKE MOUNTAIN ACADEMY INC BURK 8026265607 60 ALPINE LANE EAST BURKE VT 058326601 KIRK DWYER HEADMASTER 8026265607 2015-11-16 1 RICHARD F LYON CPA P00281531 8027485654 2014 2016-04-25 22:37:26Z KIRK DWYER 60 ALPINE LANE EAST BURKE VT 05832 7420388 0 X WWW.BURKEMTNACADEMY.ORG X 1971 VT SECONDARY EDUCATION AND SKI TRAINING INSTITUTION 16 16 51 0 0 0 965544 557244 3796329 4152283 1187440 170373 50386 50115 5999699 4930015 441198 575601 0 0 1922142 2062178 0 0 226239 2032938 2223877 4396278 4861656 1603421 68359 10680375 10557521 469354 475165 10211021 10082356 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 4065278 575601 4213660 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. 4065278 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 0 0 0 0 0 0 0 0 0 1 8 0 1 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 X WILLIAM BOOKER CHAIR 1.00 X X 0 0 0 WILLIAM CURTIS TRUSTEE 1.00 X 0 0 0 JOHN DATOR TREASURER 1.00 X X 0 0 0 JAYNE MULLEN-SAMPSON TRUSTEE 1.00 X 0 0 0 WARREN SMITH - TRACE TRUSTEE 1.00 X 0 0 0 KIMBERLY BUTLER VICE CHAIR 1.00 X X 0 0 0 KEN GRAHAM TRUSTEE 1.00 X 0 0 0 ANNE-MARIE REGAN SECRETARY 1.00 X 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 JONATHAN BIELE TRUSTEE 1.00 X 0 0 0 KIRK DWYER HEADMASTER 40.00 X 167796 0 16683 167796 0 16683 1 0 1 0 0 557244 557244 TUITION/ROOM/BOARD 900099 3135979 3135979 STUDENT FEES/REIMBURSEMENT 900099 980534 980534 STORE SALES TO STUDENTS 900099 23472 23472 12298 12298 4152283 159111 159111 55000 4885 50115 50115 50115 2496750 2485488 11262 11262 11262 4930015 4213660 0 159111 575601 575601 167798 65295 65295 37208 1464971 1136623 244660 83688 79775 58436 15360 5979 233487 172519 43884 17084 116147 85079 22363 8705 27044 27044 58278 53318 4960 193605 193605 51966 51966 116 116 337365 337365 118765 118765 ATHLETIC EXPENSES 922380 922380 FOOD SERVICE 226545 226545 GENERAL ADMIN 79830 79830 DEVELOPMENT EXPENSE 58115 58115 149868 120983 18385 10500 4861656 4065278 570139 226239 1199 325 570912 635520 546415 305584 81095 144285 7819 6757 29591 29410 7815788 3425662 4353594 4390126 5050036 4905716 100000 39714 39798 10680375 10557521 96612 130464 358194 344701 14548 0 469354 475165 X 4592759 4628897 4452980 4284877 1165282 1168582 10211021 10082356 10680375 10557521 68359 -197024 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5420634 130015 -116914 151477 27670 5254588 5136024 324250 83199 97234 25605 5420634 4070310 578125 622723 35000 75159 24975 5136024 3991000 374049 9229 38050 226160 39758 4070310 3026390 485628 644808 55592 95665 14569 3991000 0.71120 0.22240 0.06640 0 0 112141 112141 5725303 2055397 3669906 1978344 1370265 608079 4390126 4737876 4885 4885 4732991 197024 197024 4930015 4866541 4885 4885 4861656 0 4861656 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 27 497747 TRAINING ASSISTANCE 20 77854 X 1 0 X X X 0 0 0 0 0 0 0 0 0 KIRK DWYER HEADMASTER 167796 0 0 0 0 0 13424 0 3259 0 184479 0 0 0 CHASE DWYER HEADMASTERS SON 30898 SCHOLARSHIP AND TRAINING ASSISTANCE STUDY 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 - 575 UNION BLVD SUITE 205, LAKEWOOD, CO 80228. JOHN DATOR - 45 NORTH MAIN ST 2ND FLOOR, FALL RIVER, MA 02720. 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.