2024-08-06T15:25:11-05:00 2023-06-30 541435778 BISHOP FARMER & CO LLP 1207 CHARLES STREET FREDERICKSBURG VA 22401 990 2022-07-01 541568499 FREDERICKSBURG ACADEMY FRED 5408980020 10800 ACADEMY DRIVE FREDERICKSBURG VA 22408 KAREN MOSCHETTO HEAD OF SCHOOL 5408980020 2024-08-06 1 0 HARRY D DICKINSON P00517873 5403738973 2024-08-06 2022 2024-08-08 14:25:15Z KAREN MOSCHETTO 10800 ACADEMY DRIVE FREDERICKSBURG VA 22408 10678919 0 X WWW.FREDERICKSBURGACADEMY.ORG X 1992 VA WE INSPIRE AND EMPOWER OUR STUDENTS TO DISCOVER, TO ENGAGE, AND TO IMAGINE THE LIMITLESS NATURE OF THEMSELVES AND THE WORLD. 17 16 178 75 0 0 518034 317337 9416761 10089146 -9866 18955 227083 155606 10152012 10581044 2225172 2179393 0 0 5083215 5417232 0 0 114205 2626599 2751800 9934986 10348425 217026 232619 16548090 17036474 9671313 9927078 6876777 7109396 X WE INSPIRE AND EMPOWER OUR STUDENTS TO DISCOVER, TO ENGAGE, AND TO IMAGINE THE LIMITLESS NATURE OF THEMSELVES AND THE WORLD. 0 0 9546169 2179393 10090190 THE SCHOOL HAS THREE DIVISIONS: LOWER SCHOOL, WHICH INCLUDES THE EARLY CHILDHOOD PROGRAM THROUGH FIFTH GRADE; MIDDLE SCHOOL, GRADES SIX THROUGH EIGHT; UPPER SCHOOL, GRADES NINE THROUGH TWELVE. LOWER SCHOOL ACCOMPLISHMENTS INCLUDE CROSS-GRADE-LEVEL CONNECTIONS AND MENTORSHIP OPPORTUNITIES, FOREIGN LANGUAGE INSTRUCTION FOR ALL STUDENTS, CHARACTER EDUCATION, MULTIPLE OPPORTUNITIES TO SPEAK PUBLICLY AND PERFORM ON STAGE, THE INTRODUCTION OF A DIGITAL PORTFOLIO, AN IPAD PROGRAM, ANDEXTRACURRICULAR OPPORTUNITIES SUCH AS JUNIOR MASTER GARDENERS, INTERNATIONAL CLUB, AND RUNNING CLUB. MIDDLE SCHOOL ACCOMPLISHMENTS INCLUDE MULTIPLE OPPORTUNITIES FOR ELECTED STUDENT LEADERSHIP, A HANDS-ON FOCUS ON SUSTAINABILITY IN SCIENCE CURRICULUM, EMPHASIS ON SERVICE AND GLOBAL CITIZENSHIP ACROSS THE CURRICULUM, THE GLOBAL EXPLORERS PROGRAM, MEANINGFUL OFF-CAMPUS EXPERIENCES, INTERSCHOLASTIC ATHLETICS, A THRIVING FINE ARTS PROGRAM, AND A FACULTY ADVISORY PROGRAM. UPPER SCHOOL ACCOMPLISHMENTS INCLUDE THE 1:1 LAPTOP PROGRAM AND INTEGRATION OF INSTRUCTIONAL TECHNOLOGY ACROSS THE CURRICULUM, THE SENIOR EXHIBIT INDEPENDENT- STUDY EXPERIENCE, INDIVIDUALIZED COLLEGE COUNSELING, A FACULTY ADVISORY PROGRAM, THRIVING PROGRAMS IN THE ARTS AND SCHOLASTIC JOURNALISM, INTERSCHOLASTIC ATHLETICS, EMPHASIS ON EFFECTIVE WRITTEN AND ORAL COMMUNICATION, AND AUTHENTIC LEADERSHIP BY THE STUDENT GOVERNMENT, HONOR COUNCIL, AND DISCIPLINE COMMITTEE. 9546169 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 1 30 0 1 178 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X FINANCE MANAGER 5408980020 10800 ACADEMY DRIVE FREDERICKSBURG VA 22408 JOSHUA COOPER TREASURER 1.00 X X 0 0 0 CHRISTOPHER HEINZ TRUSTEE 1.00 X 0 0 0 TAMMY SANDY TRUSTEE 1.00 X 0 0 0 MICHAEL JACOBSON SECRETARY 1.00 X X 0 0 0 XAVIER RICHARDSON TRUSTEE 1.00 X 0 0 0 LAUREN-NICOLE JINIER FIRST VICE PRESIDENT 1.00 X X 0 0 0 JOSEPH AMBERGER PRESIDENT 3.00 X X 0 0 0 KAREN MOSCHETTO EX-OFFICIO (HEAD OF SCHOOL 45.00 X X 177430 0 0 CHARLES PAYNE TRUSTEE 1.00 X 0 0 0 DUSTIN CLEMENTS TRUSTEE 1.00 X 0 0 0 PATRICK R MAREK TRUSTEE 1.00 X 0 0 0 CHRISTOPHER D NEWMAN SECOND VICE PRESIDENT 1.00 X X 0 0 0 RUBEN D BELCHER TRUSTEE 1.00 X 0 0 0 RYAN C FERNETT TRUSTEE 1.00 X 0 0 0 WILLIAM G FREELING TRUSTEE 1.00 X 0 0 0 WILLIAM L MURRAY TRUSTEE 1.00 X 0 0 0 TANYA L THRASHER TRUSTEE 1.00 X 0 0 0 177430 0 0 1 0 1 0 0 317337 49829 317337 GROSS TUITION AND FEES 611110 9645632 9645632 SUMMER AND OTHER PROGRAMS 611110 242333 242333 AUXILIARY PROGRAMS 611110 201181 201181 10089146 17911 17911 1044 0 1044 1044 1044 224155 97875 126280 126280 MISC 900099 29326 29326 29326 10581044 10090190 0 173517 2179393 2179393 170000 170000 4422032 4186143 224010 11879 150001 136743 12870 388 341319 311150 29286 883 333880 302829 30142 909 145693 93443 27000 25250 54051 53051 250 750 13600 4308 8204 1088 710386 697422 12964 334030 334030 547739 514875 27387 5477 43502 42633 844 25 TUITION REMISSION 406112 406112 INSTRUCTIONAL EXPENSE 184437 97076 46246 41115 BAD DEBT EXPENSE 88438 43417 23799 21222 AUX, SUMMER & OTHER PRO 71957 71957 151855 71587 75049 5219 10348425 9546169 688051 114205 3800736 3367874 500000 85722 92341 42227 6647 7991 92734 120078 23761488 11285202 12449209 12476286 20701 522018 16548090 17036474 182207 165077 2497891 2863734 6991215 6898267 9671313 9927078 X 6259447 6591448 617330 517948 6876777 7109396 16548090 17036474 232619 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3830000 3830000 15565748 8433417 7132331 1829716 1224981 604735 2536024 1626804 909220 12476286 X 8401651 0 8401651 2179393 2179393 10581044 8169032 0 8169032 2179393 2179393 10348425 PART X, LINE 2: THE ACADEMY ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS REGARDING UNCERTAINTY IN INCOME TAX POSITIONS; HOWEVER, MANAGEMENT DOES NOT BELIEVE IT IS EXPOSED TO ANY SUCH POSITIONS AS THEY ARE DEFINED IN THE ACCOUNTING STANDARDS. THE ACADEMY FILES IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX ANNUALLY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 2,179,393. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE NETTED AGAINST REVENUE IN FINANCIAL STATEMENTS 2,179,393. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE FOLLOWING POLICY AS OUTLINED IN THE BYLAWS. THE FOLLOWING STATEMENT APPEARS ON ITS WEBSITE. "THERE SHALL BE NO DISCRIMINATION BY THE SCHOOL IN THE SELECTION OF THE BOARD OF TRUSTEES, THE EMPLOYMENT OF PERSONNEL, IN THE ADMISSION OF STUDENTS, OR IN THE ADMINISTRATION OF THE SCHOOL PROGRAMMING BECAUSE OF RACE,COLOR, RELIGION, NATIONAL ORIGIN, SEX, AGE, SEXUAL ORIENTATION, OR HANDICAPPED STATUS IN VIOLATION OF EXISTING STATE OR FEDERAL LAWS OR REGULATIONS". AUCTION 224155 224155 97875 1 224155 224155 97875 97875 126280 1 FINANCIAL ASSISTANCE 262 2179393 X X X 0 0 0 0 0 0 0 0 0 KAREN MOSCHETTO EX-OFFICIO (HEAD OF SCHOOL 170000 0 0 0 7430 0 0 0 0 0 177430 0 0 0 X 3 49829 BROKER STATEMENT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 AND AFTER DISCUSSION APPROVES THE RETURN. A COPY OF THE TAX RETURN IS MADE AVAILABLE TO EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY: AT THE FIRST BOARD MEETING OF THE YEAR, EACH DIRECTOR FILLS OUT AND SIGNS A DISCLOSURE STATEMENT. AT THE FOLLOWING TRUSTEE MEETING ANY CONFLICTS ARE DISCUSSED AND RECOMMENDATIONS MADE AS PER THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL: COMPARISON STATISTICS BETWEEN MARKET-NAIS, VAIS. COMPENSATION DETERMINED BASED ON EXPERIENCE, PRIOR SALARY, HISTORY, AND COMPARISONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: BUSINESS OFFICE PROVIDES COPIES UPON REQUEST.