2024-05-13T12:32:26-05:00 2023-06-30 510380493 WHEELER WOLFENDEN & DWARES PA 4550 LINDEN HILL ROAD STE 201 WILMINGTON DE 19808 990 2022-07-01 231433899 THE ACADEMY OF THE NEW CHURCH ACAD 2159474200 P O BOX 711 PITCAIRN HALL BRYN ATHYN PA 19009 WENDY COOPER ASSISTANT TREASURER 2159474200 2024-05-13 1 WENDY COOPER 999009999 1 KATHLEEN CORCORAN CPA P00454914 3022548240 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WENDY COOPER P O BOX 711 PITCAIRN HALL BRYN ATHYN PA 19009 115986676 0 X ANCSS.ORG, BRYNATHYN.EDU 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 OF EMANUEL SWEDENBORG. THIS IS DONE AT THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS, BRYN ATHYN COLLEGE AND THE ACADEMY OF THE NEW CHURCH THEOLOGICAL SCHOOL. 23 17 665 0 1031877 0 13631928 3781664 12813403 13729505 25242540 22708578 1225470 1216233 52913341 41435980 4670751 5037285 0 0 16602309 17260617 0 0 275477 18404002 19042589 39677062 41340491 13236279 95489 435416350 436180690 47126815 47539787 388289535 388640903 X 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 OF EMANUEL SWEDENBORG. 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 9833949 1537069 3338536 THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS 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 CHALLENGING COURSEWORK 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.OUR CORE PURPOSE IS TO PREPARE OUR STUDENTS FOR A PRINCIPLED AND USEFUL LIFE IN BOTH THE NATURAL AND SPIRITUAL WORLDS. WE SUPPORT OUR CORE PURPOSE BY ENSURING THAT OUR CORE VALUES ARE ALWAYS A PART OF OUR EFFORTS:- THE HEAVENLY DOCTRINES GUIDE US AND ARE THE FOUNDATION OF OUR PROGRAMS.- WE PREPARE OUR STUDENTS TO GROW SPIRITUALLY, MORALLY, ACADEMICALLY, PHYSICALLY, SOCIALLY, AND ARTISTICALLY.- WE HONOR AND NURTURE THE UNIQUE AND COMPLEMENTARY NATURE OF THE SEXES.- WE ARE PASSIONATE ABOUT PROMOTING WHAT IS BEST FOR EACH STUDENT.- WE ENGAGE OUR STUDENTS IN LIVES OF SOCIAL RESPONSIBILITY.KEEPING OUR CORE PURPOSE AND CORE VALUES IN MIND, OUR GOAL IS TO BECOME THE RECOGNIZED MODEL IN SECONDARY EDUCATION, LEADING THE WAY IN THE INTEGRATION OF NATURAL AND SPIRITUAL KNOWLEDGE AND COMPLEMENTARY GENDER EDUCATION. STUDENTS RECEIVE SIGNIFICANT INDIVIDUAL ATTENTION. EACH OF OUR STUDENTS HAS AN ACADEMIC ADVISOR AND ACCESS TO OUR COLLEGE AND CAREER COUNSELOR, OUR CHAPLAIN AND PASTORAL STAFF, AND PRIVATE COUNSELING SERVICES. OUR GRADUATES CONSISTENTLY EXCEL IN THEIR CHOSEN PATH AND WE ARE PROUD OF THE DIFFERENCE THEY ARE MAKING IN THE WORLD. FULL-TIME FACULTY MEMBERS ARE EXPECTED TO HAVE A MASTER'S DEGREE OR TO BE WORKING TOWARD ONE AND WE PROVIDE FOR THE ONGOING PROFESSIONAL DEVELOPMENT OF OUR TEACHERS. OUR STAFF MAKES A DIFFERENCE IN THE LIVES OF OUR STUDENTS EVERY DAY. 17387562 3331283 10138778 FOUNDED IN 1877, BRYN ATHYN COLLEGE IS A SMALL, PRIVATE, COEDUCATIONAL, LIBERAL ARTS COLLEGE DEDICATED TO A NEW CHURCH APPROACH TO EDUCATION AND LIFE. THE CURRICULUM PAIRS RIGOROUS ACADEMICS WITH SPIRITUAL INQUIRY AND EMPHASIZES CRITICAL THINKING, QUANTITATIVE REASONING, PUBLIC PRESENTATION, AND EXPERIENTIAL EDUCATION. BRYN ATHYN CLASSES ARE SMALL, WITH AN AVERAGE CLASS SIZE OF 12 STUDENTS AND A STUDENT-FACULTY RATIO OF 8:1. THE 130-ACRE CAMPUS IS LOCATED IN BRYN ATHYN, PENNSYLVANIA, 14 MILES NORTH OF CENTER-CITY PHILADELPHIA.1) THE ULTIMATE PURPOSE OF BRYN ATHYN COLLEGE IS TO ENHANCE STUDENTS' CIVIL, MORAL, AND SPIRITUAL LIFE, AND TO CONTRIBUTE TO HUMAN SPIRITUAL WELFARE.2) LOCATION: THE SPACIOUS AND GREEN 130-ACRE CAMPUS IS LOCATED IN BRYN ATHYN, PENNSYLVANIA, JUST 14 MILES NORTHEAST OF CENTER CITY PHILADELPHIA.3) ENROLLMENT: 310 STUDENTS ACROSS 8 COUNTRIES.4) STUDENT-FACULTY RATIO: 8:15) BACHELOR'S DEGREES: BACHELOR OF ARTS AND BACHELOR OF SCIENCE IN THE FOLLOWING MAJORS: BIOLOGY, BUILDING ARTS, BUSINESS, DUAL CERTIFICATION (AND NON-CERTIFICATION) IN EARLY CHILDHOOD EDUCATION AND SPECIAL ED, ENGLISH AND COMMUNICATIONS, HUMAN SOCIETY, INTERDISCIPLINARY, MATHEMATICS, PSYCHOLOGY, AND RELIGION.6) MASTER'S DEGREES: DIVINITY, RELIGIOUS STUDIES, AND SPECIAL EDUCATION.7) CAMPUS LIFE: 51% (138/271) OF UNDERGRADUATE STUDENTS LIVE ON CAMPUS. IN ADDITION TO MEN'S AND WOMEN'S RESIDENCE HALLS, UPPER CLASS STUDENTS CAN CHOOSE TO LIVE IN ONE OF OUR APARTMENT-STYLE SUITES.8) AVERAGE CLASS SIZE: 11 STUDENTS9) TYPICAL BRYN ATHYN STUDENTS ARE MOTIVATED, ETHICAL, AND ENGAGED IN CAMPUS LIFE. THE AVERAGE INCOMING FRESHMAN HAS AN SAT/ACT SUPER-SCORE OF 1118/22 AND A 3.2 GPA.10) RELIGIOUS AFFILIATION: BRYN ATHYN COLLEGE IS AFFILIATED WITH THE NEW CHURCH (ALSO KNOWN AS THE GENERAL CHURCH OF THE NEW JERUSALEM).11) SPIRITUALITY: AT BRYN ATHYN WE PROMOTE THE VALUES OF A LOVING GOD, A LIFE-LONG JOURNEY OF SPIRITUAL GROWTH, AND LOVING SERVICE TO OTHERS.12) ACCREDITATION: BRYN ATHYN COLLEGE OF THE NEW CHURCH IS ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION (WWW.MSCHE.ORG), 3624 MARKET STREET PHILADELPHIA, PA 19104, (267-284-5000). THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION IS AN INSTITUTIONAL ACCREDITING AGENCY RECOGNIZED BY THE U.S. SECRETARY OF EDUCATION AND THE COUNCIL FOR HIGHER EDUCATION ACCREDITATION.13) FACILITIES: 7 RESIDENCE HALLS INCLUDING SUITES, 1 ADMINISTRATIVE BUILDING AND 3 ACADEMIC BUILDINGS, INCLUDING SWEDENBORG LIBRARY AND WORLD-RENOWNED ARCHIVE; COLLEGE CENTER, MITCHELL PERFORMING ARTS CENTER; ASPLUNDH FIELD HOUSE; JUNGE PAVILION ICE RINK; AND AN HISTORIC DISTRICT, INCLUDING GLENCAIRN MUSEUM AND CAIRNWOOD ESTATE. ANOTHER NATIONAL LANDMARK, THE BRYN ATHYN CATHEDRAL, SITS ON THE EDGE OF THE CAMPUS. 14) ATHLETICS: NCAA DIVISION III, AND MEMBER OF CSAC, OUR INTERCOLLEGIATE TEAMS-THE LIONS- PLAY:WOMEN'S - BASKETBALL, CROSS COUNTRY, FIELD HOCKEY, LACROSSE, SOCCER, TENNIS, AND VOLLEYBALLMEN'S - BASKETBALL, CROSS COUNTRY, ICE HOCKEY (CLUB), LACROSSE, SOCCER AND VOLLEYBALL15) EXTRA-CURRICULAR ACTIVITIES: STUDENT GOVERNMENT, INTERNATIONAL STUDENT ORGANIZATION, PLAYS AND MUSICALS, COMMUNITY SERVICE ORGANIZATION, AND MORE. 2043723 70425 THE ACADEMY OF THE NEW CHURCH FIRST ESTABLISHED A MUSEUM IN 1878 FOR THE PURPOSE OF USING ARTIFACTS AS INSTRUCTIVE ILLUSTRATIONS OF ANCIENT RELIGION AND MYTHOLOGY. WITH THE GIFT OF GLENCAIRN, THE FORMER HOME OF RAYMOND AND MILDRED PITCAIRN, AND RAYMOND PITCAIRN'S PERSONAL ART COLLECTIONS TO THE ACADEMY OF THE NEW CHURCH IN 1980, THE ACADEMY MUSEUM'S COLLECTION WERE MERGED WITH THOSE OF THE PITCAIRN FAMILY AND MOVED TO GLENCAIRN TO CREATE GLENCAIRN MUSEUM, WHICH OPENED TO THE PUBLIC IN JANUARY 1982. AS THE ACADEMY'S MUSEUM, GLENCAIRN MUSEUM'S MISSION HAS ESSENTIALLY REMAINED UNCHANGED SINCE 1878-TO INTERPRET ART AND ARTIFACTS FROM A RANGE OF HISTORICAL PERIODS AND CULTURES-PAST AND PRESENT-AS EXPRESSIONS OF RELIGIOUS BELIEF AND PRACTICE, WITH A SPECIAL FOCUS ON STEWARDING AND INTERPRETING ART AND ARTIFACTS THAT ILLUSTRATE NEW CHURCH BELIEFS AND PRACTICES.GLENCAIRN MUSEUM IS RECOGNIZED INTERNATIONALLY FOR ITS REMARKABLE COLLECTION OF MEDIEVAL SCULPTURE AND STAINED GLASS, PURCHASED BY PITCAIRN AS INSPIRATIONAL MODELS FOR THE ARTISTS AND CRAFTSMEN WHO WERE BUILDING AND DECORATING BRYN ATHYN CATHEDRAL. IN ADDITION TO ITS RENOWNED MEDIEVAL COLLECTION, GLENCAIRN HOUSES ART AND ARTIFACTS FROM THE ANCIENT NEAR EAST, ANCIENT EGYPT, AND CLASSICAL GREECE AND ROME, WITH MODEST ASIAN, ISLAMIC, AND INDIGENOUS AMERICAN COLLECTIONS. AS A MEMBER OF THE ACADEMY OF THE NEW CHURCH, GLENCAIRN MUSEUM IS ASSOCIATED WITH BRYN ATHYN COLLEGE AND THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS. IN OCTOBER 2008, GLENCAIRN, CAIRNWOOD, BRYN ATHYN CATHEDRAL, AND CAIRNCREST WERE DESIGNATED A NATIONAL HISTORIC LANDMARK DISTRICT BY THE SECRETARY OF THE INTERIOR. AS DEFINED BY THE NATIONAL PARK SERVICE, NATIONAL LANDMARKS ARE PLACES THAT "HAVE MEANING FOR ALL AMERICANS." THE FOUR BUILDINGS OF THE BRYN ATHYN HISTORIC DISTRICT-INCLUDING GLENCAIRN-WERE HONORED FOR THEIR USE OF UNIQUE DESIGNS, SYMBOLISM, AND BUILDING MATERIALS AT THE HIGHEST NATIONAL ACHIEVEMENT.GLENCAIRN REGULARLY OFFERS GUIDED TOURS, PERMANENT AND TEMPORARY EXHIBITIONS, ANNUAL FESTIVALS, WORKSHOPS, CONCERTS, LECTURES, AND SPECIAL EVENTS FOR THE GENERAL PUBLIC, AS WELL AS EDUCATIONAL PROGRAMS FOR BOTH THE SCHOOLS OF THE ACADEMY OF THE NEW CHURCH AND LOCAL AND REGIONAL SCHOOLS, INCLUDING ELEMENTARY, SECONDARY, HOME SCHOOL, COLLEGE, AND UNIVERSITY PROGRAMS. THROUGH EDUCATIONAL PROGRAMS AND INTERNSHIPS, GLENCAIRN MUSEUM SERVES AS A VALUABLE EDUCATIONAL RESOURCE FOR BRYN ATHYN COLLEGE AND THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS.GLENCAIRN MUSEUM TEMPORARILY CLOSED ITS DOORS TO THE PUBLIC IN MAY, 2022 FOR AN EXPECTED 18 MONTHS AS THE BUILDING UNDERGOES A COMPREHENSIVE INFRASTRUCTURE REPLACEMENT, INCLUDING HEATING, ELECTRICAL SUPPLY, DOMESTIC WATER, AND AIR CONDITIONING. THE MUSEUM EXPECTS TO REOPEN LATE NOVEMBER 2023 IN TIME FOR THE CHRISTMAS SEASON. 1577883 168933 181766 MIXED USE FACILITIES 1577883 168933 181766 30843117 1 1 0 0 0 1 0 1 1 1 1 1 0 0 1 1 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 1 0 0 0 1 89 0 1 665 1 1 1 0 0 0 0 0 0 0 0 0 X 23 17 0 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 EMILY HASEN BOARD MEMBER 1.00 X 0 0 0 SUSAN L ASPLUNDH BOARD MEMBER 1.00 X 0 0 0 BRIAN G BLAIR PRESIDENT BAC 40.00 X X 191948 0 24995 CHRIS CARTER BOARD MEMBER 1.00 X 0 0 0 JESSICA EDMONDS BOARD MEMBER 1.00 X 0 0 0 COLIN S COLE BOARD MEMBER 1.00 X 0 0 0 SUSAN DAVID DEMAINE BOARD MEMBER 1.00 X 0 0 0 SHAUN BUSS BOARD MEMBER 1.00 X 0 0 0 BRETT HEINRICHS BOARD MEMBER 1.00 X 0 0 0 ANDREW J ALDEN BOARD MEMBER 1.00 X 0 0 0 CHARLES W LINDSAY VICE CHAIR 1.00 X X 0 0 0 BRENT MCCURDY BOARD MEMBER 1.00 X 0 0 0 SCOTT BRICKMAN BOARD MEMBER 1.00 X 0 0 0 LEE HORIGAN BOARD MEMBER 1.00 X 0 0 0 ERIC CARSWELL BOARD MEMBER 1.00 X 0 0 0 JOSEPH D SECKELMAN BOARD MEMBER 1.00 X 0 0 0 ISAAC SMITH BOARD MEMBER 1.00 X 0 0 0 HOSANNA ODHNER BOARD MEMBER 1.00 X 0 0 0 RT REV PETER BUSS JR CHANCELLOR 1.00 40.00 X X 0 106700 37208 JAMES ADAMS MANAGING DIRECTOR ANCSS 40.00 X X 157449 0 35355 DUANE HYATT TREASURER 40.00 X X 157205 0 40525 BRIAN KLIPPENSTEIN BOARD MEMBER 1.00 X 0 0 0 BRIAN HENDERSON DIRECTOR OF GLENCAIRN MUSE 40.00 X X 124877 0 27122 JAMES G UBER GUEST BOARD LIAISON 1.00 X 0 0 0 PHIL ZUBER SECRETARY 1.00 X X 86066 0 0 ANDY DIBB BRYN ATHYN COLLEGE DEAN OF 1.00 X 0 0 0 BRAD HEINRICHS ASSISTANT BISHOP OF THE GC 1.00 X 0 0 0 WENDY COOPER ANC ASSISTANT TREASURER 40.00 X 120640 0 16296 JEREMY IRWIN ANCSS BOYS SCHOOL PRINCIPA 40.00 X 118701 0 27321 KIRA SCHADEGG ANCSS GIRLS SCHOOL PRINCIP 40.00 X 122582 0 33169 SUZANNE NELSON BRYN ATHYN COLLEGE DEAN OF 40.00 X 121405 0 18514 JOSEPH WEISS III DIRECTORY OF HUMAN RESOURC 40.00 X 116277 0 31334 SHANNON WALKO DIRECTOR OF CAIRNWOOD ESTATE 40.00 X 115217 0 25773 1432367 106700 317612 23 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 DINING SERVICES 1769058 COOPER MECHANICAL SERVICES 300 DAVISVILLE RD WILLOW GROVE PA 190903321 PROPERTY SERVICES 1229407 INDEPENDENCE PROPERTY SERVICES PO BOX 936640 ATLANTA GA 311936640 PROPERTY SERVICES 589279 ROE SERVICES INC 82 AUTUMN WOODS LANE GLEN MILLS PA 19342 PROPERTY SERVICES 567119 RNK ELECTRIC LLC 442 A PIKE ROAD HUNTINGDON VALLEY PA 19006 PROPERTY SERVICES 401698 16 39970 253430 3488264 46293 3781664 STUDENT TUITION FEES 611600 10027089 10027089 AUXILIARY ENTERPRISES 611710 3603088 3603088 MISCELLANEOUS 611710 99328 99328 13729505 13237218 13237218 349609 163082 186527 186527 186527 83800965 74329605 9471360 9471360 9471360 55838 39970 58009 -2171 -2171 CAIRNWOOD 721000 1031877 1031877 1031877 41435980 13729505 1031877 22892934 34900 34900 4849968 4849968 152417 152417 1813231 1210533 576854 25844 11406620 7547881 3693646 165093 1032671 1032671 2122201 935644 1135135 51422 885894 579029 293449 13416 38014 38014 62050 62050 144929 144929 1718676 729474 988617 585 945151 658324 275271 11556 4617981 4184591 433390 492849 344396 147023 1430 72914 6297 66219 398 1437797 4563 1433234 5079045 4686903 386916 5226 671008 587027 83981 FOOD SERVICE 1686979 1686979 COMPUTER & DATA PROCESS 706779 176335 530444 STIPENDS 87040 87040 GIFTS AND AWARDS 24447 10565 13882 1256930 1192651 63772 507 41340491 30843117 10221897 275477 2551 2671 6160818 4843008 1383065 14774 1048623 984090 45314 36808 935289 804634 114317 108137 167392 408417 217780984 81694527 136563752 136086457 288995229 292891694 435416350 436180690 630144 1239105 447899 362962 65464 101406 29178482 31040013 16804826 14796301 47126815 47539787 X 191600039 188997722 196689496 199643181 388289535 388640903 435416350 436180690 X 95489 -1872419 144929 1983369 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 77300 2851973 1 1 X X X X 0 0 1 X 260708170 916914 11484714 4620308 268489490 286852065 4834689 -31684245 1512817 260708170 214616945 11179894 65816965 4761739 286852065 226625822 13540812 -4383107 21166582 214616945 202232885 30347234 6141517 12095814 226625822 0.27429 0.26585 0.45984 0 0 200000 5966151 6166151 128048085 38750832 89297253 33685423 14025709 19659714 15523655 12246182 3277473 34357670 16671804 17685866 136086457 NEW CHURCH INVESTMENT FUND 291567959 F OTHER INVESTMENTS 375199 F INVESTMENTS HELD UNDER PLANNED GIVING AGREEMENTS 948536 F 292891694 OTHER LIABILITIES UNDER PLANNED GIVING AGREEMENTS 126891 ACCRUED BENEFITS LIABILITY 14669410 14796301 X 36439228 -1872419 1983369 110950 36328278 5107702 5107702 41435980 36071499 0 36071499 144929 5124063 5268992 41340491 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 THE ORGANIZATION'S COLLECTIONS AND EXPLANATION OF HOW THEY FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. PART IV, LINE 2B: THE ACADEMY HOLDS FUNDS IN CASH ACCOUNTS THAT WERE COLLECTED BY AND BELONG TO VARIOUS STUDENT ORGANIZATIONS WITHIN THE ACADEMY. THE FUNDS ARE USED TO SUPPORT A VARIETY OF STUDENT ACTIVITIES, DEPENDING ON THE PURPOSE OF THE COLLECTION. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS AND SCHOLARSHIPS. CERTAIN FUNDS MAY BE USED FOR CAPITAL PROJECTS. PART X, LINE 2: THE ACADEMY IS EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ACADEMY ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF A RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. CURRENTLY, THE 2019, 2020 AND 2021 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE ACADEMY IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ACADEMY BEEN CONTACTED BY THIS JURISDICTION. THERE WAS NO INTEREST OR PENALTY RELATED TO INCOME TAXES INCLUDED IN THE ACADEMY'S FINANCIAL STATEMENTS FOR 2018 AND 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT FOR MINIMUM PENSION LIABILITY 1,753,449. ADJUSTMENT FOR BENEFIT OBLIGATION 238,833. CHANGE IN VALUE OF PLANNED GIVING AGREEMENTS -8,913. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 5,124,063. CAIRNCLUB -16,361. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 5,124,063. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS PUBLISHED ON THE WEBSITE, IN AN INTERNATIONAL MAGAZINE AND IN A LOCAL MAGAZINE. SCHEDULE E, PART I, LINE 6 BRYN ATHYN COLLEGE RECEIVES GRANT AID FROM PHEAA AND PARTICIPATES IN THE FOLLOWING FEDERAL PROGRAMS: FEDERAL WORK STUDY AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG). ITS STUDENTS RECEIVE DIRECT STUDENT LOANS, PELL GRANTS, EDUCATION STABILIZATION FUNDS AND PHEAA GRANTS. THE ACADEMY OF THE NEW CHURCH SECONDARY SCHOOLS RECEIVE GRANTS FOR SCHOLARSHIPS SUPPORTED BY THE PENNSYLVANIA EDUCATIONAL IMPROVEMENT TAX CREDIT PROGRAM. 0 0 0 0 0 0 0 0 0 0 TUITION AID NORTH AMERICA 3 29244 DIRECT APPLICATION TO STUDENT ACCOUNT 1000 FINANCIAL AID FMV TUITION AID CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, DIRECT APPLICATION TO STUDENT ACCOUNT FINANCIAL AID FMV TUITION AID SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 3 88049 DIRECT APPLICATION TO STUDENT ACCOUNT 14000 FINANCIAL AID FMV TUITION AID EAST ASIA AND THE PACIFIC DIRECT APPLICATION TO STUDENT ACCOUNT FINANCIAL AID FMV TUITION AID EUROPE 1 20124 DIRECT APPLICATION TO STUDENT ACCOUNT FINANCIAL AID FMV 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X X X X 1 KAYLENE GLENN 18 BABIRRA ST HOPE ISLAND QLD AS 4212 FUNDRAISING FOR EVENTS 0 0 41123 -41123 41123 -41123 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DESSERTS IN THE DISTRICT 9943 0 9943 2510 GOLF TOURNAMENT 85865 39970 45895 46830 2 8669 95808 39970 55838 58009 58009 -2171 1 BOROUGH OF BRYN ATHYN 2835 BUCK ROAD BRYN ATHYN PA 19009 236002840 34900 0 DONATIONS MADE TO THE BOROUGH OF BRYN ATHYN IN LIEU OF REAL ESTATE TAXES. BRYN ATHYN COLLEGE AND THEOLOGICAL SCHOOL SCHOLARSHIPS, FINANCIAL AID, AND MUSIC FUND 266 3178866 ACADEMY OF THE NEW CHURCH SCHOLARSHIPS 157 1537069 RESEARCH GRANT 14 134033 SCHEDULE I, PART I, LINE 2 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 X 0 0 0 0 0 0 0 0 0 BRIAN G BLAIR PRESIDENT BAC 191948 0 0 0 0 0 17756 0 7239 0 216943 0 0 0 DUANE HYATT TREASURER 157205 0 0 0 0 0 22863 0 17662 0 197730 0 0 0 JAMES ADAMS MANAGING DIRECTOR ANCSS 157449 0 0 0 0 0 19568 0 15787 0 192804 0 0 0 KIRA SCHADEGG ANCSS GIRLS SCHOOL PRINCIP 122582 0 0 0 0 0 25863 0 7306 0 155751 0 0 0 BRIAN HENDERSON DIRECTOR OF GLENCAIRN MUSE 124877 0 0 0 0 0 9896 0 17226 0 151999 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. DUANE HYATT VARIOUS X 36061 36367 0 0 1 BRIAN HENDERSON VARIOUS X 6000 441 0 0 1 36808 ASHLEY HENDERSON DAUGHTER OF EX-OFFICIO/MANAGING DIRECTOR, BRIAN HENDERSON 24248 EMPLOYED GLENCAIRN 0 JAHNNA HENDERSON SISTER-IN-LAW OF EX-OFFICIO/MANAGING DIRECTOR, BRIAN HENDERSON 44259 EMPLOYED GLENCAIRN 0 LISA ADAMS SISTER-IN-LAW OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS 65779 EMPLOYED CAIRNWOOD STAFF 0 REBECCA HENDERSON WIFE OF EX-OFFICIO/DIRECTOR, BRIAN HENDERSON 25781 EMPLOYED THEOLOGICAL SCHOOL STAFF 0 KIM ADAMS SISTER-IN-LAW OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS 11694 EMPLOYED FACILITY MANAGER 0 0 0 HOLLY ADAMS DAUGHTER OF EX-OFFICIO/MANAGING DIRECTOR, JIM ADAMS 53038 EMPLOYED SECONDARY SCHOOL 0 CHERYL BUSS COOPER SISTER OF TRUSTEE, SHAUN BUSS 29392 EMPLOYED SECONDARY SCHOOL 0 ROBIN COOPER BROTHER-IN-LAW TRUSTEE, SHAUN BUSS 75653 EMPLOYED BRYN ATHYN COLLEGE 0 CAITLIN IRWIN DAUGHTER OF HIGHLY COMPENSATED EE, JEREMY IRWIN 27544 EMPLOYED SECONDARY SCHOOL 0 LEILA HOWARD DAUGHTER OF SUBSTANTIAL CONTRIBUTOR 103461 EMPLOYED BRYN ATHYN COLLEGE 0 X 3 46293 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ACADEMY OF THE NEW CHURCH IS A NON-STOCK CORPORATION CONSISTING OF UP TO 100 MEMBERS. MEMBERS ARE ELECTED TO THE CORPORATION BY A VOTE OF AT LEAST THREE-FOURTHS OF THE MEMBERS PRESENT. THE CORPORATION 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 11B 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 BRYN ATHYN COLLEGE PRESIDENT, SECONDARY SCHOOLS MANAGING DIRECTOR, TREASURER, SECRETARY/GENERAL COUNSEL AND GLENCAIRN MUSEUM DIRECTOR. 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). THIS DATA IS ALSO PERIODICALLY 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 9: ADJUSTMENT FOR MINIMUM PENSION LIABILITY 1,753,449. CHANGE IN VALUE OF PLANNED GIVING AGREEMENTS -8,913. ADJUSTMENT FOR BENEFIT OBLIGATION 238,833. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR 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 0 NEW CHURCH INVESTMENT FUND PO BOX 711 PITCAIRN HALL BRYN ATHYN PA 19009 236438575 INVESTMENT MANAGER PA N/A INVESTMENT 8372423 190884638 0 1 0.33070 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 NEW CHURCH INVESTMENT FUND A 9937513 FMV NEW CHURCH INVESTMENT FUND S 13385057 FMV NEW CHURCH INVESTMENT FUND R 11819967 FMV GENERAL CHURCH OF THE NEW JERUSALEM R 49934 FMV GENERAL CHURCH OF THE NEW JERUSALEM J 700 FMV GENERAL CHURCH OF THE NEW JERUSALEM S 236995 FMV GENERAL CHURCH OF THE NEW JERUSALEM P 1219556 FMV GENERAL CHURCH OF THE NEW JERUSALEM Q 1965283 FMV GENERAL CHURCH OF THE NEW JERUSALEM B 65404 FMV