2012-03-13T16:50:46-05:00 2011-06-30 HORTON MCFARLAND & VEYSEY LLC PO BOX 543 ELLSWORTH ME 04605 990 2010-07-01 010247002 GEORGE STEVENS ACADEMY GEOR 2073745081 23 UNION STREET BLUE HILL ME 046140816 ROB CLAPP 2073745081 2012-03-13 1 ANNETTE GOULD 2076675529 2012-03-05 2010 2016-02-24 21:20:13Z ROB CLAPP PO BOX 139 BLUE HILL ME 04614 11602244 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. 18 18 116 75 0 0 6479513 494873 3763241 3542768 65468 343812 85212 176124 10393434 4557577 108984 88656 0 0 2607960 2758795 0 0 161290 1367777 1803328 4084721 4650779 6308713 -93202 11622694 12976267 2576128 2905012 9046566 10071255 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 4110726 3718892 PROVIDE SECONDARY EDUCATION TO APPROXIMATELY 375 STUDENTS 88656 PROVIDE FINANCING ASSISTANCE TO GRADUATING STUDENTS WHO ARE FURTHERING THEIR EDUCATION. SCHOLARSHIPS GRANTED ON THE BASIS OF MERIT AND TYPE OF CONTINUING EDUCATION 4199382 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 16 0 116 1 0 0 0 0 0 0 0 0 X 18 18 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 PATRICIA GRAY 2.00 X 0 0 0 MICHAEL ASTBURY 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 FRANK WANNING 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 STEFAN BRANN 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 EL SHEA 23 CHURCH STREET ELLSWORTH ME 04605 GENERAL CONTRACTOR 680511 1 494873 57370 494873 TUITION 611600 3539619 3539619 MISCELLANEOUS 900099 3149 3149 3542768 245126 245126 7143353 7044667 98686 98686 98686 SCHOOL LUNCH 611710 176124 176124 176124 4557577 3718892 0 343812 88656 88656 2181835 1945380 120983 115472 504502 449827 27975 26700 72458 64605 4018 3835 3359 3359 10660 10660 6024 6024 17473 12019 1854 3600 268693 268693 751 640 111 109988 109988 109076 109076 31486 31486 INTERNATIONAL BOARDING 618893 618893 EDUCATIONAL PROGRAMS 208437 208437 FOOD PURCHASES 123027 123027 MISCELLANEOUS 90099 85580 188 4331 EQUIPMENT RENTAL & MAIN 58206 58206 147156 50331 89584 7241 4650779 4199382 290107 161290 301164 196801 480206 98111 16870 34338 10501 14946 21295 30491 7803762 3954426 3158830 3849336 7633828 8752244 11622694 12976267 254491 294364 256991 239816 87600 303173 1957061 2067659 19985 0 2576128 2905012 X 1737701 3052652 782125 484376 6526740 6534227 9046566 10071255 11622694 12976267 X -93202 1117891 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7633828 77697 1453570 368111 44740 8752244 1938678 5716864 97893 107976 11631 7633828 2367876 32050 -314333 135058 11857 1938678 0.74660 0 0 953020 953020 5697135 2970390 2726745 1153607 984036 169571 3849336 RAYMOND JAMES 212918 F CHARLES SCHWAB 2034490 F BAR HARBOR BANK & TRUST 6504836 F 8752244 4557577 4650779 -93202 1117887 4 1117891 1024689 5654127 1117887 1117887 4536240 21337 21337 4557577 4629438 0 4629438 21341 21341 4650779 PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING 4. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUMMER SCHOOL 14,762. SUMMER ESL 2,360. SUMMER DRIVERS ED 4,215. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SUMMER SCHOOL 14,762. SUMMER ESL 2,360. SUMMER DRIVERS ED 4,215. 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 38 86375 PRINCIPAL DISCRETIONARY FUND TO HELP STUDENTS AT RISK FOR QUITTING SCHOOL 8 2281 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 A TRUSTEE & PART OWNER IN MERLE B. GRINDLE INSURANCE AGENCY 40991 THE SCHOOL PURCHASES INSURANCE FROM ROB CLAPP 0 MICHAEL ASTBURY MICHAEL ASTBURY IS A TRUSTEE & OWNER OF MIKE ASTBURY & SONS 12700 MIKE ASTBURY PROVIDES SNOWPLOWING AND FIELD CONSTRUCTION SERVICES 0 X 3 57370 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: 1,117,887. ROUNDING 4. TOTAL TO FORM 990, PART XI, LINE 5: 1,117,891. 990 PART XI LINE 2C THE FINANCE COMMITEE HAS OVERSIGHT OVER THE AUDIT AND SELECTION OF AUDITOR