2013-02-13T13:14:35-06:00 2012-06-30 MCPHILLIPS ROBERTS & DEANS PLC 150 BOUSH STREET SUITE 1100 NORFOLK VA 23510 990 2011-07-01 540551901 THE NORFOLK ACADEMY % SANDRA KAL NORF 7574616236 1585 WESLEYAN DRIVE NORFOLK VA 23502 SANDRA T KAL 2013-02-08 true JAMES E PRINCE III 7576407190 2011 2016-03-07 17:11:31Z DENNIS G MANNING 1585 WESLEYAN DRIVE NORFOLK VA 23502 27983885 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. 28 25 479 1303 0 1808188 3890103 21064768 21773207 1046869 526452 1083256 1107823 25003081 27297585 0 0 0 0 15628935 16433452 0 0 1271682 9173240 9587368 24802175 26020820 200906 1276765 89261924 89322490 19917780 18323361 69344144 70999129 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 776376 790642 SUMMER SCHOOL & OTHER SPONSORED PROGRAMS 20384339 20982565 INSTRUCTIONAL & GENERAL PROGRAMS FOR STUDENTS GRADES 1 - 12 21160715 true true false false false false true false true true false false false true false true false true false false false false false true true false false false true true false false false false false true true false true false true true false false false false false false false false true 60 0 true 479 true false false false false false false false false false false false false false X 28 25 true false false false false false false true true false false false true true true true true true true false X SANDRA KAL 7574616236 1585 WESLEYAN DRIVE NORFOLK VA 23502 X BARCLAY C WINN 1.0 X 0 0 0 DR THOMAS A ALBERICO 3.0 X 0 0 0 ADRIENNE PRUDEN ASHBY 1.0 X 0 0 0 RICHARD C BURROUGHS 3.0 X 0 0 0 RICHARD G DIAMONSTEIN 1.0 X 0 0 0 HELEN E DRAGAS 1.0 X 0 0 0 LAWRENCE A BERNERT III 1.0 X 0 0 0 GUY R FRIDDELL III 3.0 X 0 0 0 CONRAD M HALL 1.0 X 0 0 0 PETER M ILL 3.0 X 0 0 0 DAVID T LAWSON 1.0 X 0 0 0 WINIFRED J MARQUART 3.0 X 0 0 0 ALFRED M RANDOLPH JR 3.0 X 0 0 0 ALFRED F RITTER JR 3.0 X 0 0 0 WILLIAM R VAN BUREN III 5.0 X 0 0 0 C BENJAMIN VANDERBERRY 1.0 X 0 0 0 LEAH WAITZER 1.0 X 0 0 0 WAYNE F WILBANKS 1.0 X 0 0 0 SUSAN S WYNNE 1.0 X 0 0 0 WARREN HARRIS 1.0 X 0 0 0 SALLY OLD KITCHEN 1.0 X 0 0 0 ALLAN L PARROTT JR 1.0 X 0 0 0 TRACY G SAVAGE 1.0 X 0 0 0 FRANCES L BEASLEY 1.0 X 0 0 0 RHONDA G DURHAM 1.0 X 0 0 0 DR FREDERICK N FINK 1.0 X 0 0 0 TIMOTHY J STIFFLER 1.0 X 0 0 0 THOMAS RUEGER JR 1.0 X 0 0 0 DENNIS G MANNING 40.0 X 390959 0 90152 SANDRA T KAL 40.0 X 176413 0 53926 GARRETT C LAWS 40.0 X 133454 0 20222 HERBERT D SOLES 40.0 X 148062 0 32795 LINDA R GORSLINE 40.0 X 115666 0 25153 PAUL M FEAKINS 40.0 X 109121 0 25467 1073675 0 247715 6 false true false ARAMARK CORPORATION 24858 NETWORK PLACE CHICAGO IL 606731248 FACILITIES MGT 300080 TOP GUARD SECURITY PO BOX 284 HAMPTON VA 23669 SECURITY SERVICES 314654 TRANQUEST LLC 994 SCOTT STREET NORFOLK VA 235023147 TRANSPORTATION 819647 MERIWETHER GODSEY 4944 OLD BOONSBORO ROAD LYNCHBURG VA 24503 FOOD SERVICES 1258135 ALLIED FORCES TEMPORARY SERVICES PO BOX 3999 CHANDLER AZ 852443999 TEMPORARY LABOR 148968 5 411386 3478717 249183 3890103 TUITION AND FEES 20982565 20982565 DAY CAMP AND SUMMER SCHOOL 790642 790642 21773207 532874 532874 0 0 63500 63500 63500 63500 3490 9912 -6422 -6422 -6422 411386 411386 292143 119243 119243 17702 3480 14222 14222 536767 380765 156002 156002 TRANSPORTATION 657544 657544 AFTER SCHOOL 84562 84562 DRIVERS EDUCATION 12750 12750 754856 27297585 21773207 1634275 0 0 0 0 557368 27249 511953 18166 0 11926743 10193034 1155801 577908 1048252 869705 140883 37664 2016178 1688943 273108 54127 884911 828358 16082 40471 0 0 0 0 0 0 0 0 0 0 0 0 96159 81944 5205 9010 0 72570 43638 17615 11317 706054 11717 683416 10921 0 2172388 2116396 12297 43695 0 ADVERTISING 52172 11173 40749 250 CONTRACT LABOR AND SERVICES 2378217 2209276 124472 44469 DUES, SUBSCRIPTIONS, AND LICEN 118216 34171 78156 5889 GIFTS 25279 2763 8651 13865 3966313 3042348 520035 403930 26020820 21160715 3588423 1271682 5315797 6154648 0 0 1480496 1135590 380558 304639 410000 395000 0 0 0 0 329531 336182 289689 358512 60301304 26121815 35601418 34179489 44216296 45139541 0 0 0 0 0 0 1238139 1318889 89261924 89322490 2477972 2585515 0 0 1037523 1089012 15572420 13732499 0 0 0 0 0 0 0 0 829865 916335 19917780 18323361 X 34334292 34354199 7047833 6368009 27962019 30276921 69344144 70999129 89261924 89322490 X 1276765 378220 X false true true X false X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7115 377346 X X X false 36284087 2181595 766799 1328762 37903719 31164154 329414 6063524 1273005 36284087 29615803 187577 2684202 1323428 31164154 35536869 705170 -5290005 1336231 29615803 0.07100 0.79900 0.13000 false false 666781 666781 46984201 17509274 29474927 9782872 7103957 2678915 2867450 1508584 1358866 34179489 0 ANNUITIES PAYABLE 292595 DERIVATIVE FINANCIAL INSTRUMEN 623740 916335 27297585 26020820 1276765 522132 -143912 378220 1654985 28499046 522132 679329 1201461 27297585 27297585 26844062 823242 823242 26020820 26020820 FINANCIAL STATEMENT EXPENSES REPORTED ON PART VIII STATEMENT OF REVENUE Sch. D, PART XII, LINE 2D THE FINANCIAL STATEMENTS REPORT DIRECT COSTS OF FIELD DAY ACTIVITIES [$292,143], DIRECT COSTS OF BOOKSTORE ACTIVITIES [$380,764], AND LOSS ON DISPOSITION OF DEPRECIABLE ASSETS [$6,422] AS EXPENSES. THESE AMOUNTS OFFSET TOTAL REVENUE REPORTED ON PART VIII OF FORM 990. FINANCIAL STATEMENT EXPENSES REPORTED ON PART VIII STATEMENT OF REVENUE PART XIII, LINE 2D THE SUM OF FIELD DAY EXPENSE [$292,143 ON LINE 8B], BOOKSTORE COST OF SALES [$380,764 ON LINE 10B], LOSS ON DISPOSAL [$6,422], CHANGE IN POSTRETIREMENT LIABILITY [$58,864] AND LOSS ON DERIVATIVE [$85,050] OTHER RECONCILING ITEMS SCHEDULE D, PART XI, LINE 8 CHANGE IN POSTRETIREMENT LIABILITY [$58,864] AND LOSS ON DERIVATIVE [$85,050] COLLECTIONS 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." 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 411386 411386 3480 288663 0 411386 411386 3480 288663 292143 119243 17702 3480 true 1.00000 17702 3480 3480 14222 false GAMING PROCEEDS ARE LESS THAN THE AMOUNT REQUIRED FOR A PERMIT false true false SANDRA T KAL ASSOCIATE HEADMASTER 1585 WESLYAN DRIVE NORFOLK VA 23502 false Andrew C Walker Director of Special Events X false X X X true true X X X X false false false false false false false false false DENNIS G MANNING 365982 0 0 0 24977 0 33505 0 56647 0 481111 0 0 0 SANDRA T KAL 137913 0 0 0 38500 0 19385 0 34541 0 230339 0 0 0 GARRETT C LAWS 103454 0 0 0 30000 0 14379 0 5843 0 153676 0 0 0 HERBERT D SOLES 126062 0 0 0 22000 0 11462 0 21333 0 180857 0 0 0 NORFOLK AIRPORT AUTHORITY 546002580 2006-07-01 6000000 CONSTRUCT & EQUIP TUCKER ARTS false false false NORFOLK AIRPORT AUTHORITY 546002580 2010-09-01 5995000 CONSTRUCT & EQUIP TUCKER ARTS false false false 0 0 6000000 0 0 0 23500 0 0 5976500 0 0 2006 false false true true 0 0 5995000 0 0 0 66857 0 0 5928143 0 0 2006 false false true true false false false false 0.00000 0.00000 0.00000 true false false false false 0.00000 0.00000 0.00000 true false false false 0 false 0 false true false false false 0 false 0 false true DENNIS G MANNING PROMISSORY NOTE X 500000 395000 false true true 395000 MS TRACY G SAVAGE BOARD MEMBER 67562 SALARY FOR BROTHER false MR DENNIS G MANNING OFFICER 25000 SALARY FOR SPOUSE false MR CONRAD M HALL BOARD MEMBER 55070 SALARY FOR SON false MRS SALLY OLD KITCHIN BOARD MEMBER 48991 SALARY FOR DAUGHTER false MRS SALLY OLD KITCHIN BOARD MEMBER 42613 SALARY FOR SON-IN-LAW false X 3 7115 FMV X 5365 FMV X 44 249183 FMV X ATHLETICS ITEMS 5 3643 FMV X FUNDRAISING ITEM 2 80 FMV X PROGRAM ITEMS 3 1618 FMV X GOLF CART 1 6000 FMV false true false FAMILY AND BUSINESS RELATIONSHIPS Part VI Section A Line 2 Two of the current Board members are also members of the same law firm. The spouse of a third Board member is also a partner in the firm. Legal fees paid to the firm during FY12 were less than $10,000. FORM 990 REVIEW 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. CONFLICT OF INTEREST POLICY 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. COMPENSATION PART VI SECTION B POLICIES [LINE 15] THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES COMPENSATION AFTER BENCHMARKING AND DOCUMENTING APPROPRIATE DATA. PUBLIC DISCLOSURE PART VI SECTION C DISCLOSURE [LINE 19] THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. GRANTS TO INTERESTED PERSONS 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. OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:58851 PROGRAM SERVICES:43930 MANAGEMENT AND GENERAL:8618 FUNDRAISING:6303 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:INSURANCE TOTAL EXPENSES:191801 PROGRAM SERVICES:25541 MANAGEMENT AND GENERAL:161003 FUNDRAISING:5257 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:UTILITIES TOTAL EXPENSES:683114 PROGRAM SERVICES:665524 MANAGEMENT AND GENERAL:13727 FUNDRAISING:3863 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:UNIFORMS TOTAL EXPENSES:94240 PROGRAM SERVICES:93436 MANAGEMENT AND GENERAL:627 FUNDRAISING:177 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:UNITRUST PAYMENTS TOTAL EXPENSES:45969 FUNDRAISING:45969 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:VEHICLE COSTS TOTAL EXPENSES:58558 PROGRAM SERVICES:55001 MANAGEMENT AND GENERAL:3240 FUNDRAISING:317 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:STUDENT ACTIVITIES TRAVEL TOTAL EXPENSES:141635 PROGRAM SERVICES:142872 MANAGEMENT AND GENERAL:-965 FUNDRAISING:-272 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:SUMMER PROGRAMS TOTAL EXPENSES:5899 PROGRAM SERVICES:5899 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:REFECTORY TOTAL EXPENSES:754808 PROGRAM SERVICES:645517 MANAGEMENT AND GENERAL:26942 FUNDRAISING:82349 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:INSTRUCTIONAL TOTAL EXPENSES:461258 PROGRAM SERVICES:460784 MANAGEMENT AND GENERAL:474 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:COMPUTER HARDWARE & SOFTWARE TOTAL EXPENSES:93809 PROGRAM SERVICES:84520 MANAGEMENT AND GENERAL:5562 FUNDRAISING:3727 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:SCHOLARSHIPS AND AWARDS TOTAL EXPENSES:68505 PROGRAM SERVICES:61377 MANAGEMENT AND GENERAL:7128 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PROFESSIONAL FEES TOTAL EXPENSES:158544 PROGRAM SERVICES:8848 MANAGEMENT AND GENERAL:118170 FUNDRAISING:31526 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BAD DEBTS TOTAL EXPENSES:58297 PROGRAM SERVICES:375 MANAGEMENT AND GENERAL:-2973 FUNDRAISING:60895 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:AMORTIZATION OF LOAN COSTS TOTAL EXPENSES:30359 MANAGEMENT AND GENERAL:30359 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:INVESTMENT FEES TOTAL EXPENSES:10631 MANAGEMENT AND GENERAL:10631 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:SUPPLIES TOTAL EXPENSES:48581 PROGRAM SERVICES:35333 MANAGEMENT AND GENERAL:5976 FUNDRAISING:7272 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:TELEPHONE TOTAL EXPENSES:30912 PROGRAM SERVICES:23759 MANAGEMENT AND GENERAL:2738 FUNDRAISING:4415 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:POSTAGE AND SHIPPING TOTAL EXPENSES:52568 PROGRAM SERVICES:10332 MANAGEMENT AND GENERAL:17630 FUNDRAISING:24606 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:EQUIP RENTAL AND MAINTENANCE TOTAL EXPENSES:536052 PROGRAM SERVICES:505070 MANAGEMENT AND GENERAL:28309 FUNDRAISING:2673 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:PRINTING AND PUBLICATIONS TOTAL EXPENSES:369961 PROGRAM SERVICES:162269 MANAGEMENT AND GENERAL:82839 FUNDRAISING:124853 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:GIFTS IN-KIND TOTAL EXPENSES:11961 PROGRAM SERVICES:11961