2011-11-15T11:29:17-06:00 2011-06-30 A M PEISCH & COMPANY LLP 1020 MEMORIAL DRIVE ST JOHNSBURY VT 05819 990 2010-07-01 030225997 BURKE MOUNTAIN ACADEMY INC BURK 8026265607 60 ALPINE LANE EAST BURKE VT 058326601 KIRK DWYER 8026265607 2011-11-15 1 RICHARD F LYON CPA 8027485654 2010 2016-02-24 21:20:13Z KIRK DWYER 60 ALPINE LANE EAST BURKE VT 05832 4961076 0 X WWW.BURKEMTNACADEMY.ORG X 1971 VT SECONDARY EDUCATION AND SKI TRAINING INSTITUTION 15 15 43 65 0 0 859527 890150 3384931 3558264 434112 172470 45521 32085 4724091 4652969 407976 453401 0 0 1561637 1669952 0 0 158065 2119945 1877112 4089558 4000465 634533 652504 6590032 7784474 997914 1059178 5592118 6725296 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 EXCEPTION PREPARATION FOR LIFE BEYOND BURKE. 0 0 3268895 3659252 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. 3268895 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 14 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 JOHN B CLANCY JR 1.00 X 0 0 0 JAMES WHEELER 1.00 X 0 0 0 WILLIAM CURTIS 1.00 X 0 0 0 JOHN DATOR 1.00 X 0 0 0 JOHN FELIX 1.00 X 0 0 0 RICHARD GRAHAM 1.00 X 0 0 0 JAMES A FLYNN JR 1.00 X 0 0 0 JENNIFER MCKENNA 1.00 X 0 0 0 TIM MULHERN 1.00 X 0 0 0 JAYNE MULLEN-SAMPSON 1.00 X 0 0 0 ANDREW LORD 1.00 X 0 0 0 VICKY SEELEN 1.00 X 0 0 0 WARREN SMITH 1.00 X 0 0 0 KRISTI GRAHAM 1.00 X 0 0 0 JOHN PIER 1.00 X 0 0 0 KIRK DWYER 40.00 X 142268 0 36866 142268 0 36866 1 0 1 0 0 890150 117626 890150 TUITION/ROOM/BOARD 900099 2616870 2616870 STUDENT FEES/REIMBURSE 900099 898288 898288 STORE SALES TO STUDENT 900099 43106 43106 3558264 75039 75039 405538 308107 97431 97431 97431 28528 0 28528 28528 FINANCE CHARGES 900099 3557 3557 3557 4652969 3659252 0 103567 453401 453401 142268 142268 1191236 895103 221842 74291 84688 62660 19671 2357 155810 98898 47268 9644 95950 62413 27854 5683 8693 8693 15638 15638 61168 53424 7744 247983 247983 44705 44705 35338 35338 179555 179555 55274 55274 ALTHLETIC EXPENSES 840568 840568 FOOD SERVICE 187365 187365 DEVELOPMENT EXPENSE 58227 58227 STORE PURCHASES 45616 45616 GENERAL ADMIN 36847 36847 60135 60016 119 4000465 3268895 573505 158065 25323 2420 754400 1173954 278200 411875 71432 63966 17786 19209 10088 6857 16031 32510 5290013 2622831 2651322 2667182 2765450 3394701 0 11800 6590032 7784474 84455 106387 271850 323073 641609 629718 997914 1059178 X 2555643 2724211 2159937 3118049 876538 883036 5592118 6725296 6590032 7784474 X 652504 480674 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 3026390 485628 644808 55592 110234 3991000 2412721 356447 423558 136764 29572 3026390 2997302 8625 -485160 96577 11469 2412721 0.71000 0.29000 0 0 85992 85992 3814593 1495014 2319579 1389428 1127817 261611 2667182 4652969 4000465 652504 480674 480674 1133178 5133643 480674 480674 4652969 0 4652969 4000465 0 4000465 0 4000465 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. 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 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. AUCTION 28528 28528 28528 28528 28528 1 SCHOLARSHIPS 22 368233 TRAINING ASSISTANCE 22 85168 X 1 0 X X X 0 0 0 0 0 0 0 0 0 KIRK DWYER 142268 0 0 0 0 0 11640 0 25226 0 179134 0 144492 0 X 2 111866 TRADING VALUE X AUCTION ITEMS 4 5350 MARKET VALUE OF ITEMS X AIRFARE 1 410 MARKET VALUE OF ITEMS 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 KRISTI GRAHAM AND RICHARD GRAHAM ARE SIBLINGS. 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 BY TRUSTEE JAMES WHEELER, ESQ. 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. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII JOHN B CLANCY, JR - 35 HUDSON ST, MILTON, MA 02130. JAMES WHEELER - PO BOX 99, ST. JOHNSBURY, VT 05819. WILLIAM CURTIS - ONE TOWER SQUARE, 6MN, HARTFORD, CT 06183. JOHN DATOR - 7 BELL ROCK RD, FREETOWN, MA 02701. JOHN FELIX - 41 STEARNS ST, CAMBRIDGE, MA 02138. RICHARD GRAHAM - 4 BROOK LANE, PAOLI, PA 19087. JAMES A FLYNN, JR - PO BOX 905, ST. JOHNSBURY, VT 05819. JENNIFER MCKENNA - PO BOX 1042, QUECHEE, VT 05059. TIM MULHERN - 46 OVERBROOK LANE, LONGMEADOW, MA 01106. JAYNE MULLEN-SAMPSON - PO BOX 754, EAST DENNIS, MA 02641. ANDREW LORD - 14 THAXTER LANE, KETTERY POINT, ME 03905. VICKY SEELEN - 58 FLETCHER ST, ROSINDALE, MA 02131. WARREN SMITH - 38 COOLIDGE LANE, DEDHAM, MA 02026. KRISTI GRAHAM - 694 GOODRICH FOUR CORNERS, NORWICH, VT 05055. JOHN PIER - PO BOX 250, S FREEPORT, ME 04078. KIRK DWYER - 60 ALPINE LANE, EAST BURKE, VT 05832. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 480,674.