2011-05-13T06:57:13-05:00 2010-06-30 WHEELER WOLFENDEN & DWARES PA 4550 New Linden Hill Road Suite 201 WILMINGTON DE 19808 990 2009-07-01 231433899 THE ACADEMY OF THE NEW CHURCH ACAD 2159474200 P O BOX 711 PITCAIRN HALL BRYN ATHYN PA 19009 DANIEL T ALLEN 2159474200 2011-05-10 1 DAVID M WOLFENDEN CPA MS 3022548240 2009 2016-02-24 21:20:13Z DANIEL T ALLEN P O BOX 711 PITCAIRN HALL BRYN ATHYN PA 19009 125669828 0 X ANCSS.ORG, brynathyn.edu, ourownacademy.org, glencairnmuseum.org X 1876 PA THE MISSION OF THE ACADEMY IS TO STUDY AND TEACH THE TRUTHS OF THE NATURAL AND SPIRITUAL WORLDS IN THE LIGHT OF THE OLD TESTAMENT, THE NEW TESTAMENT, AND THE WRITINGS. THIS IS DONE AT THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS, BRYN ATHYN COLLEGE AND THE ACADEMY OF THE NEW CHURCH THEOLOGICAL SCHOOL. 24 19 561 150 1011472 0 5809284 9307234 7392168 9286407 19003729 17485440 -178493 2582950 32026688 38662031 2631096 3555482 0 13214732 13756841 111198 17452 605958 21676908 21335350 37633934 38665125 -5607246 -3094 366642583 382560655 86837464 88199266 279805119 294361389 THE MISSION OF THE ACADEMY IS TO STUDY AND TEACH THE TRUTHS OF THE NATURAL AND SPIRITUAL WORLDS IN THE LIGHT OF THE OLD TESTAMENT, THE NEW TESTAMENT, AND THE WRITINGS. THIS IS DONE AT THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS, BRYN ATHYN COLLEGE AND THE ACADEMY OF THE NEW CHURCH THEOLOGICAL SCHOOL. 0 0 8686298 1532967 8544707 THE ACADEMY OF THE NEW CHURCH IS A MISSION-DRIVEN, ACCREDITED, PRIVATE GIRLS SCHOOL AND BOYS SCHOOL PROVIDING 9TH - 12TH GRADE EDUCATION. OUR SELF-MOTIVATED STUDENTS ARE INTERESTED IN AN ACADEMIC APPROACH THAT COMBINES RIGOROUS COURSE WORK WITH A UNIQUELY CHRISTIAN EDUCATION. OUR CURRICULUM IS INSPIRED BY THE NEW CHURCH AND ITS FUNDAMENTAL VALUES. EVERY COURSE CHALLENGES STUDENTS TO FIND A SENSE OF PURPOSE. OUR ACADEMIC COURSES ARE RIGOROUS AND PROVIDE STUDENTS WITH A STRONG FOUNDATION FOR THEIR FUTURES. EACH COURSE INTEGRATES SPIRITUAL LESSONS WITH THE ACADEMIC SUBJECT MATTER, ENABLING STUDENTS TO DEVELOP BOTH MORALLY AND INTELLECTUALLY. AT ANC, WE HAVE FOUR CRITERIA IN PLANNING OUR CURRICULUM. WITH EACH OF OUR COURSES WE FOCUS ON PROVIDING OUR STUDENTS WITH: A STRONG LIBERAL ARTS FOUNDATION; COURSE MATERIAL DEVELOPED FREELY BY INDIVIDUAL TEACHERS IN ACCORDANCE WITH OUR SPECIFIC DEPARTMENTAL GOALS; SUBJECT MATTER THAT HAS SPIRITUAL AS WELL AS TEMPORAL IMPLICATIONS; AND STUDIES THAT CAN BE SEEN AS USEFUL IN LEADING TO A LIFE OF SERVICE TO OTHERS IN THIS WORLD AND THE NEXT. BECAUSE WE HAVE AN AVERAGE CLASS SIZE OF 15 STUDENTS AND AN 8:1 STUDENT-TEACHER RATIO, STUDENTS RECEIVE SIGNIFICANT INDIVIDUAL ATTENTION. EACH OF OUR APPROXIMATELY 230 STUDENTS HAS AN ACADEMIC ADVISOR AND ACCESS TO OUR COLLEGE AND CAREER COUNSELOR, OUR CHAPLAIN AND PASTORAL STAFF, OUR INDEPENDENT PERSONAL COUNSELOR, AND OUR IN-SCHOOL COUNSELOR. FOR STUDENTS SEEKING AN ACADEMIC CHALLENGE, WE OFFER HONORS AND ADVANCED PLACEMENT (AP) COURSES IN ENGLISH, MATH, SCIENCE, HISTORY AND FOREIGN LANGUAGE. OUR STUDENTS CONSISTENTLY SCORE WELL ABOVE THE NATIONAL AVERAGE ON AP TESTS (3 or above for 88%* of honors students) AND OUR ENTRANCE TEST SCORES ARE CONSISTENTLY WELL ABOVE NATIONAL AVERAGES. (SAT AVERAGES ARE CONSISTENTLY 125 POINTS* ABOVE THE NATIONAL AVERAGE, AND SAT PLACEMENT IS IN THE 70TH PERCENTILE, COMPARED TO OTHER COLLEGE-BOUND SENIORS.) [* five year average] FULL-TIME FACULTY MEMBERS ARE EXPECTED TO HAVE A MASTER'S DEGREE OR TO BE WORKING TOWARD ONE. WE PROVIDE FOR THE ONGOING PROFESSIONAL DEVELOPMENT OF OUR TEACHERS, 70% OF WHOM HOLD A MASTER'S DEGREE OR HIGHER. 10719672 1928913 9428126 FOUNDED IN 1877, BRYN ATHYN COLLEGE OF THE NEW CHURCH IS A SMALL, PRIVATE, COEDUCATIONAL, CHRISTIAN, LIBERAL ARTS COLLEGE AFFILIATED WITH THE NEW CHURCH. BRYN ATHYN COLLEGE IS DEDICATED TO HELPING STUDENTS PREPARE FOR LIVES OF MEANINGFUL SERVICE. THE PURPOSE OF A BRYN ATHYN EDUCATION IS TO ENHANCE STUDENTS' CIVIL, MORAL, AND SPIRITUAL LIFE, AS WELL AS TO CONTRIBUTE TO HUMAN SPIRITUAL WELFARE. WE OFFER ACADEMIC PROGRAMS EASILY TAILORED TO MEET THE NEEDS OF OUR STUDENTS. OUR EDUCATIONAL APPROACH INCORPORATES EXPERIENTIAL LEARNING-THROUGH SERVICE LEARNING, INTERNSHIPS AND INTERNATIONAL EXPERIENCES. WHILE OUR PERSPECTIVE IS GLOBAL, REFLECTING THE INCLUSIVE, SERVICE-ORIENTED CHRISTIANITY TAUGHT IN THE THEOLOGICAL WRITINGS OF EMANUEL SWEDENBORG, OUR EDUCATIONAL METHODS ARE PERSONAL, FOCUSED ON YOUR UNIQUE LEARNING STYLE AND SPECIAL TALENTS. OUR CAMPUS IS LOCATED IN BEAUTIFUL BRYN ATHYN, PANNSYLVANIA, JUST 20 MILES FROM CENTER CITY PHILADELPHIA. THE AVERAGE CLASS SIZE IS 10 STUDENTS AND WE HAVE A 7:1 STUDENT-TEACHER RATIO with approximately 190 total students. THE AREAS OF STUDY INCLUDE ART, ART HISTORY, BIOLOGY, BUSINESS MANAGEMENT, EDUCATION, ENGLISH, HISTORY, MATH, PHILOSOPHY, PSYCHOLOGY, AND RELIGION. BRYN ATHYN COLLEGE IS AFFILIATED WITH THE GENERAL CHURCH OF THE NEW JERUSALEM AND ENCOURAGES ALL THE STUDENTS TO MAKE CONSCIOUS CHOICES AND LIVE A LIFE OF INTEGRITY, HONOR AND COURAGE.BRYN ATHYN COLLEGE GRADUATE PROGRAMS FOCUS PRIMARILY ON RELIGIOUS STUDIES, AND ARE SPECIFICALLY DESIGNED FOR STUDENTS WHO ARE INTERESTED IN STUDYING THE TEACHING OF THE NEW CHURCH AND EXPLORING RELIGION IN GENERAL. THE MASTER OF ARTS IN RELIGIOUS STUDIES DEGREE IS DESIGNED TO ENABLE STUDENTS TO STUDY THE TEACHINGS FOR THE NEW CHURCH IN DEPTH. OUR MASTER OF DIVINITY PROGRAM IS A THREE-YEAR DEGREE THAT LEADS TOWARD ORDINATION AS A MINISTER FOR THE NEW CHURCH (WWW.NEWCHURCH.ORG <HTTP://WWW.NEWCHURCH.ORG>). FOR STUDENTS INTERESTED IN NON-DEGREE STUDY, WE ALSO OFFER LIFELONG LEARNING <HTTP://WWW.BRYNATHYN.EDU/ACADEMICS/SUMMER-PROGRAMS/INDEX.HTML> COURSES THROUGHOUT THE YEAR AND INTENSIVE SUMMER INSTITUTES <HTTP://WWW.BRYNATHYN.EDU/ACADEMICS/SUMMER-PROGRAMS/SUMMER-INSTITUTES.HTML> EACH JULY.60% OF STUDENTS LIVE ON CAMPUS. TYPICAL BRYN ATHYN COLLEGE STUDENTS ARE BRIGHT, ETHICAL AND ENGAGED IN CAMPUS LIFE. THE PROFILE OF ENROLLING STUDENTS IS AS FOLLOWS: SAT MEDIAN (FOR CRITICAL READING AND MATHEMATICS) IS 1070. THE AVERAGE GPA OF AN INCOMING FRESHMAN IS 3.49, AND AN AVERAGE STUDENT'S ACT AVERAGE IS 21.THE COLLEGE IS ACCREDITED BY MIDDLE STATES ASSOCIATION OF COLLEGES AND SCHOOLS. 1689208 0 1685958 GLENCAIRN MUSEUM WAS ORIGINALLY FOUNDED IN 1878. THE CORE PURPOSE OF THE MUSEUM OF THE ACADEMY OF THE NEW CHURCH IS TO PROVIDE A DEEPER UNDERSTANDING OF RELIGION THROUGH CULTURAL EXPRESSIONS OF FAITH. SINCE 1982, THE MUSEUM HAS BEEN HOUSED IN GLENCAIRN, THE FORMER HOME OF RAYMOND AND MILDRED PITCAIRN. IN THE EARLY PART OF THE 20TH CENTURY RAYMOND PITCAIRN SUPERVISED THE CONSTRUCTION OF BRYN ATHYN CATHEDRAL. LATER, AS THE CATHEDRAL NEARED COMPLETION, HE BUILT GLENCAIRN, A "LITTLE CASTLE" FOR HIS FAMILY AND ART COLLECTION. TODAY GLENCAIRN IS KNOWN INTERNATIONALLY FOR ITS OUTSTANDING COLLECTION OF MEDIEVAL SCULPTURE AND STAINED GLASS, PURCHASED BY PITCAIRN AS INSPIRATIONAL MODELS FOR THE ARTISTS WHO WORKED ON THE CATHEDRAL. IN ADDITION TO MEDIEVAL, THE MUSEUM FEATURES ANCIENT EGYPTIAN, ANCIENT NEAR EASTERN, GREEK, ROMAN, AND ASIAN GALLERIES. GLENCAIRN MUSEUM IS ASSOCIATED WITH BRYN ATHYN COLLEGE, AND BELONGS TO THE BRYN ATHYN HISTORIC DISTRICT, RECENTLY DESIGNATED AS A NATIONAL HISTORIC LANDMARK. OUR EXHIBITIONS, PROGRAMS, AND PUBLICATIONS USE GLENCAIRN'S OUTSTANDING COLLECTION OF RELIGIOUS ART TO ILLUSTRATE THE RELIGIOUS TRADITIONS OF PEOPLE THROUGH THE AGES.IN 2008-9 GLENCAIRN OFFERED REGULAR GUIDED TOURS, CONCERTS, LECTURES, AND SPECIAL EVENTS FOR THE GENERAL PUBLIC. THE MOST IMPORTANT EVENT OF THE YEAR WAS A PUBLIC CELEBRATION HONORING THE SECRETARY OF THE INTERIOR'S DESIGNATION OF FOUR HISTORIC BUILDINGS - INCLUDING GLENCAIRN AND BRYN ATHYN CATHEDRAL - AS THE BRYN ATHYN HISTORIC LANDMARK DISTRICT. THE NATIONAL PARK SERVICE DEFINES NATIONAL LANDMARKS AS PLACES THAT "HAVE MEANING FOR ALL AMERICANS." THE BUILDINGS OF THE BRYN ATHYN HISTORIC DISTRICT WERE HONORED FOR THEIR USE OF UNIQUE DESIGNS, SYMBOLISM AND BUILDING MATERIALS-ALL OF THE HIGHEST NATIONAL ACHIEVEMENT. TOTAL ATTENDANCE AT PUBLIC TOURS AND EVENTS WAS 9,126.GLENCAIRN MUSEUM IS A POPULAR DESTINATION FOR SCHOOLS IN THE PHILADELPHIA AREA. WE OFFER PROGRAMS FOR ELEMENTARY, SECONDARY AND HOME SCHOOL GROUPS, AS WELL AS FOR COLLEGES AND UNIVERSITIES. IN PARTICULAR, GLENCAIRN IS AN UNPARALLELED EDUCATIONAL RESOURCE FOR BRYN ATHYN COLLEGE AND THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS. TEN FULL-CREDIT COURSES WERE TAUGHT BY BRYN ATHYN COLLEGE PROFESSORS IN THE MUSEUM'S CLASSROOMS AND GALLERIES. SEVEN COLLEGE STUDENTS PARTICIPATED IN GLENCAIRN'S POPULAR INTERNSHIP PROGRAM, AND OTHER STUDENTS PERFORMED PAID OR VOLUNTEER MUSEUM WORK IN A VARIETY OF CAPACITIES. TOTAL ATTENDANCE AT OUR SCHOOL RELATED PROGRAMS, CLASSES, COURSES, INTERNSHIPS, WORK AND VOLUNTEER OPPORTUNITIES WAS 9,527.ALTHOUGH STAFF NUMBERS VARY FROM YEAR TO YEAR, GLENCAIRN MUSEUM TYPICALLY HAS 8 FULL-TIME EMPLOYEES, a few more PART-TIMERS, AND 38 VOLUNTEERS. 2604722 0 19003239 MIXED USE FACILITIES 2604722 19003239 23699900 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 0 0 1 0 0 0 1 72 0 1 561 1 1 1 0 0 0 0 0 0 0 0 24 19 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X ACADEMY OF THE NEW CHURCH 2675022635 PO BOX 711 BRYN ATHYN PA 190090711 james adams 1.00 X 0 0 0 RT REV THOMAS KLINE CHANCELLOR 1.00 X X 0 147300 41342 DANIEL T ALLEN 40.00 X X X 129356 33000 31780 RONALD MCQUEEN SECRETARY 1.00 X X 0 0 0 gregg g asplundh 1.00 X 0 0 0 rev jeremy f simons 1.00 X 0 0 0 james g uber esq 1.00 X 0 0 0 robert w bradin 1.00 X 0 0 0 alan h elder 1.00 X 0 0 0 dirk junge 1.00 X X 0 0 0 willard b mccardell 1.00 X 0 0 0 clark d pitcairn 1.00 X 0 0 0 stewart d smith 1.00 X 0 0 0 phillip r zuber esq 1.00 X 0 0 0 carl hJ asplundh JR 1.00 X 0 0 0 jill a brickman 1.00 X 0 0 0 john a kern esq 1.00 X 0 0 0 rev peter buss JR 1.00 X 0 0 0 REV ERIC CARSWELL 1.00 X X 34287 0 17290 TRACY L MCCARDELL 1.00 X 25287 0 0 R ANDREW DAMM III 1.00 X 0 0 0 DUNCAN PITCAIRN 1.00 X 0 0 0 LEONARD A GYLLENHAAL 1.00 X 0 0 0 SUSAN MCGRATH 1.00 X 0 0 0 t dudley davis 40.00 X X 196560 0 42368 TINA BARTELS 40.00 X 22612 62259 6306 ANDREW SULLIVAN 40.00 X 130568 0 30563 REV ANDREW MT DIBB 40.00 X 0 0 0 BRUCE HENDERSON 40.00 X 106382 0 0 WAYNE M PARKER 40.00 X 68733 68733 25078 JEREMY IRWIN 40.00 X 0 0 0 SUSAN ODHNER 40.00 X 0 0 0 christopher carter 40.00 X 190805 0 0 DUANE D HYATT 40.00 X 68466 26815 22709 904590 311292 194727 5 0 1 0 WHITING-TURNER CONTRACTING COMPANY PO BOX 17596 BALTIMORE MD 21297 GENERAL CONTRACTOR 18832667 BRICKMAN GROUP LTD 3630 SOLUTIONS CENTER CHICAGO IL 606773006 GROUNDS MAINTENANCE 1889384 spillman farmer architects 1720 SPILLMAN DRIVE SUITE 200 bethlehem PA 18015 architects 1221812 SODEXO PO BOX 905374 CHARLOTTE NC 28290 MAINTENANCE CONTRACTOR 939801 GURNEY-KERR CONTRACTORS INC 1634 BYBERRY ROAD HUNTINGDON VALLEY PA 19006 GENERAL CONTRACTOR 638765 23 787730 8519504 89750 9307234 STUDENT TUITION FEES 611600 5077039 5077039 auxiliary enterprises 611710 1997964 1997964 miscellaneous 611710 1199932 1199932 hospitality & conferen 721000 1011472 1011472 9286407 11740007 11740007 201722 326830 -125108 -125108 -125108 92426400 86680967 5745433 5745433 5745433 pension income 525990 2708058 2708058 2708058 38662031 5077039 1011472 23266286 3030340 3030340 525142 525142 578304 578304 9286907 6101157 2851664 334086 963523 963523 2257678 946188 1225866 85624 670429 402471 243446 24512 119389 119389 44018 44018 17452 17452 561224 247416 303430 10378 831546 18999 812547 495670 265279 205038 25353 579619 5649 562596 11374 6094648 5428839 665809 462498 193750 254368 14380 62713 -156 61087 1782 2561319 48 2561271 3107768 2500305 604419 3044 105825 71373 34452 depreciation on derivat 2152951 2152951 miscellaneous 1066098 478734 565087 22277 food service 810595 810595 bad DEBT EXPENSE 384930 372000 12930 change in planned givin 371132 371132 1523407 967116 500595 55696 38665125 23699900 14359267 605958 2321 2552 5060223 4172515 1000784 1655137 1428580 1399804 41126 318672 806318 776011 194553 295489 166486302 23569644 124078480 142916658 233374094 230437115 656104 586702 366642583 382560655 5612395 2618225 949900 492977 50655000 54122158 29620169 30965906 86837464 88199266 X 167989657 178349915 95490134 99491148 16325328 16520326 279805119 294361389 366642583 382560655 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 90000 1868563 1 1 X X X 1 18.50 0 0 0 1 1 0.00 0 0 X X X X 0 229960632 15779 21199339 24148021 227027729 302815162 1256760 -74111290 229960632 0.54810 0.07280 0.37910 0 0 5151077 5966951 11118028 108802735 13688975 95113760 14622841 7385237 7237604 31942698 2495432 29447266 142916658 NEW CHURCH INVESTMENT FUND 157276488 F EQUITY SECURITIES 21116504 F OTHER INVESTMENTS 286812 F INVESTMENTS HELD UNDER PLANNED GIVING AGREEMENTS 2944722 F fixed income and short term investments 48812589 F 230437115 OTHER LIABILITIES UNDER PLANNED GIVING AGREEMENTS 955920 FUNDS HELD FOR OTHERS 52098 ACCRUED BENEFITS LIABILITY 23037614 current value of derivative instrument 6920274 30965906 38662031 38665125 -3094 15749669 -1190305 14559364 14556270 51276649 15749669 326830 16076499 35200150 3461881 3461881 38662031 36720379 1190305 326830 1517135 35203244 3461881 3461881 38665125 Part II, Line 3: Explanation of Changes to Conservation Easements: THE POLICIES AND PROCEDURES ARE FROM THE PENNYPACK ECOLOGICAL RESTORATION TRUST Part II, Line 9: Description of How Organization Reports Conservation Easements: THE ACADEMY OWNS REAL ESTATE HELD AS INVESTMENT PROPERTY WHICH CONTAINS A CONSERVATION EASEMENT. Part III, Line 1a: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY INSTITUTIONS, THE FINANCIAL STATEMENTS EXCLUDE THE VALUE OF THE PAINTINGS, RARE BOOKS, ANTIQUES, SCULPTURES AND OTHER OBJECTS OF ART DONATED TO THE ACADEMY, AND NO DETERMINATION HAS BEEN MADE AS TO THE AGGREGATE VALUE OF SUCH ITEMS. Part III, Line 4: See form 990, part III, item 4c for description of organization's collects and explanation of how they further the organization's exempt purpose. Part V, Line 4: Description of Intended Use of Endowment Funds: ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS AND SCHOLARSHIPS. CERTAIN FUNDS MAY BE USED FOR CAPITAL PROJECTS. Part XI, Line 8 - Other Adjustments: accumulated pension adjustment Part XII, Line 2d - Other Adjustments: REALLOCATION OF EXPENSES Part XII, Line 4b - Other Adjustments: grants and allocation Part XIII, Line 2d - Other Adjustments: REALLOCATION OF EXPENSES Part XIII, Line 4b - Other Adjustments: grants and allocations 1 1 1 POLICY IS PUBLISHED ON THE WEBSITE, IN AN INTERNATIONAL MAGAZINE AND IN A LOCAL MAGAZINE. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 ACG GRANT $ 12,650PELL 186,771FSEOG 5,074STAFFORD FFEL 289,832PA STATE GRANTS 68,721F PLUS LOANS 41,978TOTAL GOVERNMENT AID $605,026 1 0 0 0 0 STUDENT FINANCIAL AID - COLLEGE EAST ASIA 8 121431 APPLIED TO TUITION BOOK STUDENT FINANCIAL AID - COLLEGE EUROPE 4 54514 APPLIED TO TUITION BOOK STUDENT FINANCIAL AID - COLLEGE RUSSIA/NIS 2 36780 APPLIED TO TUITION BOOK STUDENT FINANCIAL AID - COLLEGE SOUTH AMERICA 1 18390 APPLIED TO TUITION BOOK STUDENT FINANCIAL AID - COLLEGE SUB-SAHARAN AFRICA 14 257952 APPLIED TO TUITION BOOK STUDENT FINANCIAL AID - COLLEGE NORTH AMERICA 4 36075 APPLIED TO TUITION BOOK X X X X 1 SUDDES PARTNERS FUNDRAISING 0 0 17452 -17452 17452 -17452 PA AUCTION 35122 3500 31622 7589 GOLF TOURNAMENT 53155 7150 46005 34215 4 19195 500 18695 64261 107472 11150 96322 106065 106065 -9743 1 BRYN ATHYN COLLEGE AND THEOLOGICAL SCHOOL SCHOLARSHIPS AND FINANCIAL AID 489 1440211 ACADEMY OF THE NEW CHURCH SCHOLARSHIPS 285 1536796 Other Information: Part IV: SCHOLARSHIPS AND FINANCIAL AID ARE BASED ON APPLICATION PROCESS, EXPECTED FAMILY CONTRIBUTIONS AND COST OF TUITION. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 RT REV THOMAS KLINE CHANCELLOR 0 147300 0 0 0 0 0 0 0 41342 0 188642 0 193777 DANIEL T ALLEN 129356 33000 0 0 0 0 0 0 25424 6356 154780 39356 150648 37663 t dudley davis 196560 0 0 0 0 0 0 0 42368 0 238928 0 204718 0 ANDREW SULLIVAN 130568 0 0 0 0 0 0 0 30563 0 161131 0 154637 0 WAYNE M PARKER 68733 68733 0 0 0 0 0 0 12539 12539 81272 81272 78606 78604 christopher carter 190805 0 0 0 0 0 0 0 0 0 190805 0 0 0 Part I, Line 1a OCCASIONALLY, IT MAY BE APPROPRIATE FOR AN OFFICER TO BE REIMBURSED FOR TRAVEL EXPENSES OF A SPOUSE, TRAVELING WITH HIM/HER TO ADVANCE CHURCH OR SCHOOL BUSINESS. REASONS FOR THE SPOUSAL TRAVEL AND ITS CONNECTION TO THE CHURCH OR SCHOOL BUSINESS SHOULD BE CONTEMPORANEOUSLY DOCUMENTED AND SUBMITTED ALONG WITH THE REQUEST FOR REIMBURSEMENT OF THE EXPENSE OR THE SUBSTANTIATION OF THE EXPENSE CHARGED TO A CHURCH OR SCHOOL CREDIT CARD. REV ERIC H CARSWELL VARIOUS X 12139 0 0 0 tina bartels VARIOUS X 11700 0 0 0 REV ANDREW DIBB VARIOUS X 5139 0 0 0 t dudley davis VARIOUS X 59850 0 0 0 bruce henderson VARIOUS X 15133 0 0 0 jeremy irwin vARIOUS X 14310 0 0 0 susan odhner variOUS X 2401 0 0 0 STEFANIE NILES MORTGAGE ASSISTANCE X 198000 198000 0 0 0 318672 DAVID UBER SON OF BOARD MEMBER FINANCIAL AID - PRESIDENTIAL AWARD Amount $ 15522. SCOTT BRICKMAN FORMER Board member, employed by/owns a benefICIAL intEREST in Brickman 1889384 SHAREHOLDER OF BRICKMAN GROUP - PAYMENTS MADE TO BRICKMAN GROUP 0 SUSAN MCGRATH BOARD MEMBER AND OWNERSHIP INTEREST IN BRICKMAN 1889384 SHAREHOLDER OF BRICKMAN GROUP - PAYMENTS MADE TO BRICKMAN GROUP 0 MARK ADAMS SON OF TRUSTEE, JAMES ADAMS 44812 EMPLOYED IT STAFF 0 0 LISA ADAMS SISTER-IN-LAW OF TRUSTEE, JAMES ADAMS 47839 EMPLOYED CAIRNWOOD STAFF 0 MARTHA GYLLENHAAL SISTER OF TRUSTEE, LEONARD GYLLENHAAL 89647 EMPLOYED COLLEGE FACULTY 0 LEONARD GYLLENHAAL TRUSTEE 8000 CONSULTING FOR NEW CHURCH INVESTMENT FUND 0 KAYE LERMITTE SISTER OF TRUSTEE, DIRK JUNGE 62272 EMPLOYED DEVELOPMENT STAFF 0 ADINA PETERSMEYER DAUGHTER OF TRUSTEE, DIRK JUNGE 36974 EMPLOYED ATHLETIC STAFF 0 0 AYRIS JUNGE DAUGHTER-IN-LAW OF TRUSTEE, DIRK JUNGE 29756 EMPLOYED BOOKSTORE/HEALTH CLINIC STAFF 0 TRACY MCCARDELL TRUSTEE 25287 CONSULTING IT SERVICES 0 JENNIFER ALLEN WIFE OF OFFICER/TRUSTEE, DANIEL ALLEN 35130 EMPLOYED SECONDARY SCHOOL RECRUITING STAFF 0 0 JORDAN COOPER SON-IN-LAW OF TRUSTEE, STEWART SMITH 20953 EMPLOYED THEATRE STAFF 0 STEFANIE NILES DAUGHTER OF OFFICER/TRUSTEE, T. DUDLEY DAVIS 184378 EMPLOYED COLLEGE RECRUITING STAFF 0 0 ALLYN SIMONS WIFE OF TRUSTEE, REV. JEREMY SIMONS 71048 EMPLOYED HEALTH CLINIC STAFF 0 X 3 89750 fair market value 0 0 0 Form 990, Part VI, Section A, line 2 TRACY MCCARDELL IS THE DAUGHTER OF BILL MCCARDELL. BOB BRADIN WORKS AT INNATECH, IN WHICH BILL MCCARDELL IS AN OWNER. BILL MCCARDELL AND ALAN ELDER HAVE OWNERSHIP INTERESTS IN BUSINESSES TOGETHER. DIRK JUNGE AND CLARK PITCAIRN ARE EMPLOYEES AT PITCAIRN TRUST COMPANY. CARL ASPLUNDH IS A DIRECTOR OF ASPLUNDH COMPANY AND GREGG ASPLUNDH IS AN EMPLOYEE THERE AS WELL. Form 990, Part VI, Section A, line 6 THE ACADEMY OF THE NEW CHURCH IS A CORPORATION THAT ELECTS MEMBERS TO THE BOARD OF TRUSTEES. Form 990, Part VI, Section A, line 7a THE MEMBERS OF THE BOARD OF TRUSTEES ELECT OFFICERS TO THE BOARD'S GOVERNING BODY. Form 990, Part VI, Section A, line 7b CERTAIN DECISIONS DESIGNATED IN THE BY-LAWS ARE APPROVED BY THE MEMBERS. Form 990, Part VI, Section B, line 11 THE ACADEMY MAKES A COPY OF THE 990 AVAILABLE TO THE ELECTED BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING WITH TAX AUTHORITIES. Form 990, Part VI, Section B, line 12c ALL BOARD OF TRUSTEE MEMBERS, CORPORATION MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY DISCLOSE INSTANCES OF POTENTIAL CONFLICT OF INTEREST. Form 990, Part VI, Section B, line 15 THE ACADEMY TRUSTEES APPOINT AN EXECUTIVE COMPENSATION COMMITTEE ANNUALLY. THAT COMMITTEE ANNUALLY REVIEWS AND SETS THE TOTAL COMPENSATION OF THE PRESIDENT, EXECUTIVE VICE PRESIDENT, TREASURER AND HEADS OF SCHOOLS. THIS COMPENSATION REVIEW IS DONE WITH THE BENEFIT OF COMPARABLE COMPENSATION DATA FROM SOURCES SUCH AS CUPA, CHRONICLE OF EDUCATION AND ASSOCIATION OF DELAWARE VALLEY INDEPENDENT SCHOOLS (ADVIS). IN 2009, THIS DATA WAS ALSO SUPPLEMENTED BY A COMPENSATION STUDY PERFORMED BY A NATIONAL COMPENSATION CONSULTANT. BUDGET TARGETS FOR ANNUAL COMPENSATION ADJUSTMENTS FOR OTHER EMPLOYEES ARE ESTABLISHED AND COMMUNICATED. EMPLOYEE COMPENSATION IS SET BY DIRECT SUPERVISORS OR BY MEANS OF SALARY SCALES. COMPARABLE COMPENSATION DATA FROM THE PREVIOUSLY MENTIONED SOURCES ARE USED IN THIS PROCESS. TRUSTEES ARE NOT COMPENSATED FOR THEIR BOARD SERVICE; DOCUMENTED TRAVEL EXPENSES ARE REIMBURSED IN ACCORDANCE WITH BOARD POLICY. TRUSTEES OR THEIR COMPANIES THAT PERFORM SERVICES FOR THE ACADEMY CHARGE THE ACADEMY AT RATES AND TERMS SIMILAR TO THEIR OTHER CUSTOMERS. Form 990, Part VI, Section C, line 19 THE ACADEMY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE SCHOOL OFFICES. form 990, part xi, line 2c THE ORGANIZATION UNDERGOES AN ANNUAL AUDIT WHICH IS OVERSEEN BY THE BOARD OF TRUSTEES. THERE HAS BEEN NO CHANGE TO THE POLICY DURING THE CURRENT YEAR. GENERAL CHURCH OF THE NEW JERUSALEM 1120 CATHEDRAL ROAD BRYN ATHYN PA 19009 231445615 shared employees and services, split contributions PA 501(C)(3) 170(B)(1)(A)(I) N/A new church investment fund po box 711 pitcairn hall bryn athyn PA 19009 236438575 investment manager PA N/A investment 5150740 157276491 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 NEW CHURCH INVESTMENT FUND A 8804487 NEW CHURCH INVESTMENT FUND K 123992 NEW CHURCH INVESTMENT FUND Q 0 NEW CHURCH INVESTMENT FUND R 25150011 GENERAL CHURCH OF THE NEW JERUSALEM I 51469 GENERAL CHURCH OF THE NEW JERUSALEM J 5100 GENERAL CHURCH OF THE NEW JERUSALEM O 3888962 GENERAL CHURCH OF THE NEW JERUSALEM P 2017813 PITCAIRN GROUP LP ONE PITCAIRN PLACE SUITE 3000 JENKINTOWN PA 19046 232419636 PA 0 341833 0 0