2014-04-30T10:55:00-05:00 2013-06-30 231144520 TAIT WELLER & BAKER LLP 1818 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 990 2012-07-01 221500475 BLAIR ACADEMY BLAI 9083626121 PO BOX 600 BLAIRSTOWN NJ 07825 JAMES FRICK 9083626121 2014-04-30 1 STACY CULLEN P00974308 2159798800 2014-04-30 2012 2015-11-30 17:44:51Z T CHANDLER HARDWICK PO BOX 600 BLAIRSTOWN NJ 07825 39777155 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 26 219 0 641009 -137941 12645007 7357289 20880221 21788037 2522919 2407525 746501 740273 36794648 32293124 4027758 4529075 0 0 11469729 12006148 0 0 1900761 10694534 11148862 26192021 27684085 10602627 4609039 147927521 164489727 29838083 33026502 118089438 131463225 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 23496349 4529075 21788037 BLAIR ACADEMY SERVES 454 STUDENTS FROM 27 COUNTRIES AND 20 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. 23496349 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 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 55 0 219 1 1 1 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 5.00 X X 0 0 0 DOMINICK J ROMANO 5.00 X X 0 0 0 ANNE E CRAMER 5.00 X X 0 0 0 EMMANUEL BELLO 5.00 X 0 0 0 KEVIN L CLAYTON 5.00 X 0 0 0 JAYMEL E CONNOR 5.00 X 0 0 0 JORDAN M EHMANN 5.00 X 0 0 0 AISHA GAYLE TURNER 5.00 X 0 0 0 RICHARD R GRABER 5.00 X 0 0 0 THE REVEREND DAVID HARVEY 5.00 X 0 0 0 DAVID C HULL JR 5.00 X 0 0 0 DAVID JANUSZEWSKI 5.00 X 0 0 0 JAMES JENKINS 5.00 X 0 0 0 REV SHERRY KARASIK 5.00 X 0 0 0 CORAY S KIRBY 5.00 X 0 0 0 MARIANNE LIEBERMAN 5.00 X 0 0 0 G DAVID MACEWEN 5.00 X 0 0 0 STACEY W MCCONNELL 5.00 X 0 0 0 DONALD H MCCREE JR 5.00 X 0 0 0 DR MARK MOON 5.00 X 0 0 0 KEITH RAUSCHENBACH 5.00 X 0 0 0 STEPHANIE I ROGEN 5.00 X 0 0 0 ROBERT SIGETY 5.00 X 0 0 0 HOBART D VAN DEUSEN 5.00 X 0 0 0 AMELIA C WOLFE 5.00 X 0 0 0 SUSAN KAHN BERMAN 5.00 X 0 0 0 T CHANDLER HARDWICK 40.00 X 295203 0 66908 JAMES A FRICK 40.00 X 288924 0 79617 SELDEN D BACON JR 40.00 X 119762 0 82791 LEWIS M STIVAL 40.00 X 108249 0 47550 RYAN PAGOTTO 40.00 X 108465 0 32311 MONIE T HARDWICK 40.00 X 113642 0 21084 CARA MOHLMANN 40.00 X 105748 0 11464 1139993 0 341725 7 0 1 0 SASAKI AND ASSOCIATES 64 PLEASANT STREET WATERTOWN MA 02472 ENGINEERING 801201 SPEICHER EXCAVATING 280 OLD LEDGEWOOD ROAD FLANDERS NJ 07836 CONSTRUCTION 756739 ELITE COMMERCIAL 804 WEST MEEKER ST STE 201 KENT WA 98032 CONSTRUCTION 715194 SJ FUEL COMPANY 601 UNION ST BROOKLYN NY 11215 HEATING OIL 600377 COOPER'S OIL PO BOX 149 PHILLIPSBURG NJ 08865 HEATING OIL 200872 7 7357289 588768 7357289 TUITION/FEES 611600 21364431 21364431 SUPPORT SERVICES 611710 423606 423606 21788037 1388358 1388358 14425 0 14425 14425 14425 8503198 7484031 1019167 1019167 1019167 SUMMER PROGRAMS 611710 571144 571144 GOLF & TENNIS 713910 55440 55440 99264 99264 725848 32293124 21887301 641009 2407525 4529075 4529075 657297 657297 7792861 6445055 694411 653395 555440 512242 43198 2395481 1791731 438281 165469 605069 469795 87647 47627 129636 129636 44700 44700 3289840 2709503 55469 524868 2446795 2446795 83806 48984 34822 785512 785512 2164405 2164405 235788 235788 CUSTODIAL SERVICES 735914 735914 OUTSIDE SERVICES 523354 433521 89833 PROPERTY TAXES 37735 37735 671377 24942 304886 341549 27684085 23496349 2286975 1900761 3090305 10593293 7945860 8381710 662075 729122 934448 787671 90081585 28424601 60377365 61656984 52245617 54874750 20025254 24690919 2646597 2775278 147927521 164489727 937259 850422 3159396 3366631 21677244 26094183 4064184 2715266 29838083 33026502 X 60734207 68001779 21052816 26158929 36302415 37302517 118089438 131463225 147927521 164489727 X 4609039 7287149 1477599 X X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68046201 1651476 6758299 76455976 67513073 3908356 -3375228 68046201 55961503 2268937 9282633 67513073 49379759 2663529 3918215 55961503 62915279 3263766 -16799286 49379759 0.29840 0.48790 0.21370 0 0 1553144 1553144 80238476 22780644 57457832 6527594 5643957 883637 1762371 1762371 61656984 ALTERNATIVE INVESTMENTS 24690919 F 24690919 INTEREST RATE SWAP AGREEMENT 2715266 2715266 X 35051198 7287149 7287149 27764049 4529075 4529075 32293124 23155010 0 23155010 4529075 4529075 27684085 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (JUNE 30, 2010 - JUNE 30, 2012) OR EXPECTED TO BE TAKEN IN THE ACADEMY'S TAX RETURN FOR THE YEAR ENDED JUNE 30, 2013 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 4,529,075. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID NETTED AGAINST STUDENT TUITION AND FEES ON FINANCIAL STATEMENTS 4,529,075. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 NEWSPAPER ADVERTISEMENT AS WELL AS A STATEMENT IN ALL APPROPRIATE PUBLICATIONS (SEE CATALOGUE). 1 NEED BASED FINANCIAL ASSISTANCE 155 4529075 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: STUDENT AID AMOUNTS ARE APPLIED AGAINST TUITION COSTS. X X X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 T CHANDLER HARDWICK 295203 0 0 0 0 0 30000 0 36908 0 362111 0 0 0 JAMES A FRICK 288924 0 0 0 0 0 20200 0 59417 0 368541 0 0 0 SELDEN D BACON JR 119762 0 0 0 0 0 11450 0 71341 0 202553 0 0 0 LEWIS M STIVAL 108249 0 0 0 0 0 10706 0 36844 0 155799 0 0 0 A NJ ECONOMIC DEVELOPMENT AUTHORITY 222045817 645912062 2007-10-01 23355000 REFUND PRIOR ISSUE 1995 BONDS AND 1999 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 23355000 510046 7815828 342996 14686130 2009 0 1 1 1 B 5000000 4272153 2821 121018 727847 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 1 WACHOVIA 30.000000000000 0 0 0 0 0 X 40 588768 SALE OF STOCK 0 1 1 THIRD PARTY USE: 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 HEADMASTER CHANDLER HARDWICK AND DIRECTOR OF STRATEGIC PLANNING MONIE HARDWICK ARE HUSBAND & WIFE. FORM 990, PART VI, SECTION B, LINE 11 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 BI-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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 128,681. CHANGE IN VALUE OF INTEREST RATE SWAP 1,348,918. FORM 990, PART XI, LINE 2C THE BUDGET COMMITTEE OVERSEES THE AUDIT AND SELECTS THE AUDITORS AT THEIR MEETING IN MAY.