2013-02-21T07:06:57-06:00 2012-06-30 010219197 HORTON MCFARLAND & VEYSEY LLC PO BOX 543 ELLSWORTH ME 04605 990 2011-07-01 010247002 GEORGE STEVENS ACADEMY GEOR 2073745081 23 UNION STREET BLUE HILL ME 046140816 ROBB CLAPP 2073592793 2013-02-20 1 ANNETTE GOULD P01246737 2076675529 2013-02-20 2011 2016-03-07 17:11:31Z MELISSA MATTES 170 REACH ROAD SEDGWICK ME 04676 11909540 0 X WWW.GEORGESTEVENSACADEMY.ORG X 1943 ME GEORGE STEVENS ACADEMY IS AN INDEPENDENT HIGH SCHOOL LOCATED ON THE COAST OF MAINE. GROUNDED IN ITS TRADITIONS AND COMMITMENT TO THE AREA'S SMALL TOWNS. THE ACADEMY IS A CARING EDUCATIONAL COMMUNITY INVESTED IN MEETING THE NEEDS OF EACH STUDENT. THE ACADEMY OFFERS A CHALLENGING COMPREHENSIVE PROGRAM OF STUDIES THAT FOSTERS INTELLECTUAL INQUIRY AND THE PURSUIT OF KNOWLEDGE, INSPIRES CREATIVITY, DEVELOPS SELF-RELIANCE, AND PREPARES ITS GRADUATES FOR A PURPOSEFUL LIFE IN AN EVER CHANGING WORLD. 16 16 113 90 0 0 494873 668225 3542768 4004694 343812 296891 176124 183963 4557577 5153773 88656 152520 0 0 2758795 2903721 0 0 184421 1803328 1950602 4650779 5006843 -93202 146930 12976267 14271382 2905012 3791230 10071255 10480152 X GEORGE STEVENS ACADEMY IS AN INDEPENDENT HIGH SCHOOL LOCATED ON THE COAST OF MAINE. GROUNDED IN ITS TRADITIONS AND COMMITMENT TO THE AREA'S SMALL TOWNS. THE ACADEMY IS A CARING EDUCATIONAL COMMUNITY INVESTED IN MEETING THE NEEDS OF EACH STUDENT. THE ACADEMY OFFERS A CHALLENGING COMPREHENSIVE PROGRAM OF STUDIES THAT FOSTERS INTELLECTUAL INQUIRY AND THE PURSUIT OF KNOWLEDGE, INSPIRES CREATIVITY, DEVELOPS SELF-RELIANCE, AND PREPARES ITS GRADUATES FOR A PURPOSEFUL LIFE IN AN EVER CHANGING WORLD. 0 0 4385672 4187760 PROVIDE SECONDARY EDUCATION TO APPROXIMATELY 375 STUDENTS 152520 216141 PROVIDE FINANCING ASSISTANCE TO GRADUATING STUDENTS WHO ARE FURTHERING THEIR EDUCATION. SCHOLARSHIPS GRANTED ON THE BASIS OF MERIT AND TYPE OF CONTINUING EDUCATION 4538192 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 20 0 113 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 X FRED HEILNER 2073745081 23 UNION ST BLUE HILL ME 04614 X MARGARET HANNAH 2.00 X 0 0 0 BRIAN VAN EMMERICK 2.00 X 0 0 0 EMIL ANDY 2.00 X 0 0 0 JIM MARKOS 2.00 X 0 0 0 DEBORAH LUDLOW 2.00 X 0 0 0 JIM MODISETTE 2.00 X 0 0 0 MELISSA MATTES 2.00 X 0 0 0 ROB CLAPP 2.00 X 0 0 0 SUE LOOMIS 2.00 X 0 0 0 DAN MCGRAW 2.00 X 0 0 0 ECKLEY HERRICK 2.00 X 0 0 0 DEBORAH BREWSTER 2.00 X 0 0 0 MARION MORRIS 2.00 X 0 0 0 TYLER KNOWLES 2.00 X 0 0 0 JAMES HENRY 2.00 X 0 0 0 MARJORIE OLIVARI 2.00 X 0 0 0 0 0 0 0 0 0 0 0 668225 48295 668225 TUITION 611600 4002047 4002047 MISCELLANEOUS 900099 2647 2647 4004694 251788 251788 6797649 6752546 45103 45103 45103 4118 3221 897 897 SCHOOL LUNCH 611710 183066 183066 183066 5153773 4187760 0 297788 152520 152520 2293270 2016503 152687 124080 532508 468234 35465 28809 77943 68535 5191 4217 1423 1423 10000 10000 5489 5489 20059 12765 1521 5773 305413 305413 120726 120726 161977 161977 32291 32291 INTERNATIONAL BOARDING 650490 650490 EDUCATIONAL PROGRAMS 236185 236185 FOOD PURCHASES 145015 145015 MISCELLANEOUS 87786 75770 405 11611 173748 86279 77538 9931 5006843 4538192 284230 184421 196801 1322134 98111 0 34338 30255 14946 15683 30491 18008 8142222 4116403 3849336 4025819 8752244 8859483 12976267 14271382 294364 358643 239816 271975 303173 1127703 2067659 2032909 2905012 3791230 X 3052652 1428694 484376 2419601 6534227 6631857 10071255 10480152 12976267 14271382 X 146930 261967 X X 0 1 0 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7874685 197630 519484 305349 40373 8246077 7633828 77697 576011 368111 44740 7874685 1938678 5716864 97893 107976 11631 7633828 2367876 32050 -314333 135058 11857 1938678 0 0 1036161 1036161 5796631 3036468 2760163 1309430 1079935 229495 4025819 RAYMOND JAMES 2 F CHARLES SCHWAB 2158211 F BAR HARBOR BANK & TRUST 6701270 F 8859483 5153773 5006843 146930 261978 -11 261967 408897 5418972 261978 3221 265199 5153773 0 5153773 5010068 3225 3225 5006843 0 5006843 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: GEORGE STEVENS ACADEMY IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE 501(C) (3). THE SCHOOL REGULARLY REVIEWS AND EVALUATES ITS TAX POSITION TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS IS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND RELATED MATTERS. THE SCHOOL BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, ITS POSITION WOULD PREVAIL BASED UPON TECHNICAL MERIT OF SUCH POSITIONS. THEREFORE THE SCHOOL HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED. THE SCHOOL TAX RETURNS ARE SUBJECT TO FEDERAL AND STATE REVIEW BY TAXING AUTHORITIES FOR FISCAL YEARS ENDED JUNE 30, 2010, 2011, AND 2012. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING -11. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING NOT NETTED ON FINANCIAL STATEMENTS 3,221. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING NOT NETTED ON FINANCIAL STATEMENTS 3,221. ROUNDING 4. 1 0 0 0 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 THE SCHOOL WILL BE ADDING THE POLICY TO THE WEBSITE EXPLANATION OF DOCUMENT RETENTION SCHEDULE E, PART I, LINE 4 NOT CONSIDERED NECESSARY SINCE RACE DOES NOT FACTOR INTO ADMISSION OR EMPLOYMENT 1 COLLEGE SCHOLARSHIPS AWARDED 39 149975 PRINCIPAL DISCRETIONARY FUND TO HELP STUDENTS AT RISK FOR QUITTING SCHOOL 10 2545 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO STUDENTS BASED ON CRITERIA SET FORTH BY THE DONOR AND THEN DISPERSED DIRECTLY TO THE COLLEGE ROB CLAPP ROB CLAPP IS VICE PRESIDE & PART OWNER IN MERLE B. GRINDLE INSURANCE AGENCY 61935 THE SCHOOL PURCHASES INSURANCE FROM ROB CLAPP 0 X 3 48295 FMV PER STOCK EXCHANGE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 990 IS PROVDIDED TO THE BOARD OF TRUSTEES AND REVEIWED AT A SUBSEQUENT MEETING FORM 990, PART VI, SECTION B, LINE 12 ALL TRUSTEES SIGN THE TRUSTEES STATEMENT OF COMMITMENT. WHICH REQUIRES THAT THEY NOT INVOLVE THEMSELVES IN ANY MATTERS THEY HAVE A CONFLICT OF INTEREST ON FORM 990, PART VI, SECTION B, LINE 15 BOARD OF TRUSTEES APPROVES COMPENSATION FOR THE HEAD OF THE SCHOOL. THE HEAD OF THE SCHOOL APPROVES COMPENSATION FOR ADMNISTRATORS AND THERE IS A COMPENSATION COMMITEE TO OVERSEE ALL EMPLOYEES COMPENSATION. COMPENSATION IS COMPARABLE FOR THE AREA. FORM 990, PART VI, SECTION C, LINE 18 THEY ARE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 261,978. ROUNDING -11. TOTAL TO FORM 990, PART XI, LINE 5: 261,967. 990 PART XI LINE 2C THE FINANCE COMMITEE HAS OVERSIGHT OVER THE AUDIT AND SELECTION OF AUDITOR