2011-05-16T07:15:34-05:00 2010-06-30 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2009-07-01 010211536 North Yarmouth Academy NORT 2078462380 148 Main Street Yarmouth ME 04096 Diana Garcia 2078462380 2011-05-13 1 Barbara J McGuan CPA 2077752387 2011-05-13 2009 2016-02-24 21:20:13Z Peter Mertz 148 Main Street Yarmouth ME 04096 8216054 0 X www.nya.org X 1814 ME Education of grades 6 through 12 25 25 147 75 -40218 -143504 1696410 467818 7932482 7325812 123043 89953 14397 -83305 9766332 7800278 1387750 1493586 0 4375151 4099942 0 255589 2906879 2611554 8669780 8205082 1096552 -404804 19450996 18919191 6130785 5718964 13320211 13200227 North Yarmouth Academy is an independent, college preparatory, coeducational day school serving students in grades six through twelve. The school offers a structured program that sets clear standards and high expectations in an environment that emphasizes values of mutual respect, trust and community. North Yarmouth Academy is dedicated to fostering integrity, character and intellect in young adults. 0 0 6628500 1493586 7325812 The Academy operates a private secondary day school in Yarmouth, Maine with 295 students from grades six through twelve.The North Yarmouth Academy program encourages students to develop:1. Problem-solving skills based on sound analytical and creative thought2. Sophistication in writing, speaking and artistic expression3. Appreciation for the importance of athletic activity, teamwork and cooperation4. Self-confidence and self-respect through a breadth of experiences that extend beyond the classroom5. Concern for the larger community and an appreciation for the natural environment6. Desire to continue the process of lifelong learning 6628500 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 147 1 1 1 0 0 0 0 0 0 0 0 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 1 0 X Kim Bridgham 2078462380 148 Main Street Yarmouth ME 04096 Allen Bornheimer 1.00 X 0 0 0 Margaret Fast 1.00 X 0 0 0 David Fenderson 1.00 X 0 0 0 Drew Oestreicher 1.00 X 0 0 0 Field Rider 1.00 X X 0 0 0 Jay Flower 1.00 X 0 0 0 Diana Garcia 1.00 X X 0 0 0 MaryEllen FitzGerald 1.00 X 0 0 0 Richard Abbondanza 1.00 X X 0 0 0 John Carpenter 1.00 X 0 0 0 David Champoux 1.00 X X 0 0 0 Charles Gendron 1.00 X 0 0 0 Peggy Griswold 1.00 X 0 0 0 Mike Healy 1.00 X 0 0 0 Lynn Noyes 1.00 X 0 0 0 Tracey Russell 1.00 X 0 0 0 Cindy Maxsimic 1.00 X 0 0 0 Cilla Savage 1.00 X 0 0 0 Laurie Hasty 1.00 X 0 0 0 Betsy Mead 1.00 X 0 0 0 Linc Merrill 1.00 X 0 0 0 Brian Noyes 1.00 X 0 0 0 Ted Sharp 1.00 X X 0 0 0 David Warren 1.00 X 0 0 0 Jean Wilkinson 1.00 X 0 0 0 Peter Mertz 60.00 X 194434 0 24869 Richard Post 50.00 X 112328 0 17581 306762 0 42450 2 0 1 0 0 5400 462418 19413 467818 Tuition & fees 611710 6652816 6652816 Arena Income 531120 316347 252126 64221 Auxiliary Income 611710 247742 247742 Other Program Revenue 611710 83982 83982 Summer Revenue 611710 24925 24925 7325812 70334 70334 109076 271692 -162616 -162616 -104439 -58177 140650 121031 19619 19619 19619 102364 5400 23053 79311 79311 7800278 7261591 -40218 111087 1493586 1493586 349212 349212 2934852 2502403 255458 176991 14647 10720 3435 492 563459 501348 42952 19159 237772 186787 39218 11767 2107 421 1581 105 33371 6674 25028 1669 69067 5363 63704 90765 1487 89278 366844 223547 114729 28568 447634 370739 72504 4391 70805 66808 3265 732 5129 2754 1390 985 268396 268396 648921 523008 125913 125114 37214 87150 750 Provision for uncollect 175000 175000 Education Expense 169088 152717 11850 4521 Miscellaneous Expense 44803 37468 2844 4491 Change in the allowance 40495 40495 Capital Expenditures 28015 21565 5482 968 26000 26000 8205082 6628500 1320993 255589 483855 509124 227644 242895 1915241 1443298 20609 13380 618 126988 140116 19856581 6704602 13612573 13151979 2688628 3061359 41522 34456 333318 322584 19450996 18919191 359216 419501 598954 572327 1923641 1853130 45000 45000 3159659 2796476 44315 32530 6130785 5718964 X 9118875 8973214 2275365 2315832 1925971 1911181 13320211 13200227 19450996 18919191 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2688628 180958 360873 169100 3061359 3531122 42592 -719086 166000 2688628 0.24840 0.62420 0.12740 0 0 199963 199963 14041228 3348201 10693027 2266277 1787215 479062 3349113 1569186 1779927 13151979 Security Deposits 10230 Long-Term Tuition Deposits 22300 32530 7800278 8205082 -404804 272098 12722 284820 -119984 6803176 272098 224386 496484 6306692 1493586 1493586 7800278 6923160 211664 211664 6711496 1493586 1493586 8205082 Part V, Line 4: Description of Intended Use of Endowment Funds: Intended uses of endowment funds include capital improvements, scholarships, faculty enrichment, diversity, and other various mission-related purposes. Part XI, Line 8 - Other Adjustments: Change in Value of Deferred Gifts: 2716. Change in the Present Value Discount: 10006. Part XII, Line 2d - Other Adjustments: Rental Expense: 188612. Fundraising Expense: 23052. Change in Value of Deferred Gifts: 2716. Change in the Present Value Discount: 10006. Part XII, Line 4b - Other Adjustments: Financial Aid: 1493586. Part XIII, Line 2d - Other Adjustments: Rental Expense: 188612. Fundraising Expense: 23052. Part XIII, Line 4b - Other Adjustments: Financial Aid: 1493586. 1 1 1 The racially nondiscriminatory policy is printed in all advertising and promotional materials. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Auction 107764 5400 102364 10000 4391 8661 107764 5400 102364 10000 4391 8661 23052 79312 1 Financial Aid 128 1493586 FMV Tuition Discount Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: All financial aid is credited directly to the students account balances. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Peter Mertz 188418 0 0 0 6016 0 0 0 24869 0 219303 0 0 0 Part I, Line 1a The housing allowance is part of the employment contract. Travel for companions is provided as a stipend for performing support duties associated with the school including attending off campus school related meetings. Town of Yarmouth 016000459 2003-01-06 2305000 Refinance land and building purchase 0 0 2305000 9047 2295953 2004 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 John Kauffmann Purchase 23 Storer Street X 45000 45000 0 1 1 45000 Form 990, Part VI, Section B, line 11 A draft Form 990 is reviewed by the school's CFO to assure a proper reconciliation between the audited financials and the 990 format. Once the draft is approved by the CFO, the CFO then reviews it with the Board Treasurer who subsequently signs the return after the review process is complete. Form 990, Part VI, Section B, line 15 The Headmaster's compensation is determined by a compensation review committee (made up of the board's officers). They use comparative data supplied by NAIS, ISANNA and Carney Sandoe. Form 990, Part VI, Section C, line 19 North Yarmouth Academy makes its governing documents, conflict of interest policy and financial statements available to the public upon appropriate request. Form 990, Part XI, Line 2c: Oversight of Audit The audit process has not changed from the prior year. Form 990, Schedule L, Part II: Interested Person Status: John Kauffman is a former board member.