2024-04-18T11:25:38-05:00 2023-06-30 540737372 PBMARES LLP 150 BOUSH STREET SUITE 400 NORFOLK VA 23510 990 2022-07-01 540551901 THE NORFOLK ACADEMY NORF 7574616236 1585 WESLEYAN DRIVE NORFOLK VA 23502 JEFFREY A MARTIN ASSISTANT HEAD OF SCHOOL 7574616236 2024-04-17 1 JEFFREY MARTIN 999009999 0 EDWARD T YODER CPA P00239134 7576274644 2024-04-17 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRAVIS J LARRABEE 1585 WESLEYAN DRIVE NORFOLK VA 23502 33820902 0 X WWW.NORFOLKACADEMY.ORG X 1960 VA NORFOLK ACADEMY SEEKS TO OFFER A COORDINATED PROGRAM FOR STUDENTS, BUILDING AND EXPANDING ON KNOWLEDGE AND EXPERIENCE FROM GRADES ONE THROUGH TWELVE. 32 30 420 1300 719800 572998 3765273 4104621 26252889 27170938 916308 1010404 839735 826902 31774205 33112865 0 0 0 0 22045760 22941881 0 0 1228880 13153590 14200022 35199350 37141903 -3425145 -4029038 165285906 163000776 15200988 14044388 150084918 148956388 X THE NORFOLK ACADEMY IS A COLLEGE PREPARATORY CO-EDUCATIONAL DAY SCHOOL THAT STRIVES TO ASSIST ITS STUDENTS TO DEVELOP MATURITY OF BODY, MIND, AND CHARACTER. WE HOPE TO ENGENDER AN AWARENESS AND APPRECIATION OF INTELLECTUAL, AESTHETIC, AND MORAL EXCELLENCE IN A SETTING THAT OFFERS WELL-DEVELOPED PROGRAMS, NOT ONLY IN THE ACADEMIC DISCIPLINES, BUT ALSO IN FINE ARTS AND ATHLETICS. WE AIM TO PREPARE STUDENTS TO BECOME USEFUL AND RESPONSIBLE CITIZENS OF A DEMOCRACY. WE STRIVE TO MAKE THEM AWARE OF THEIR ROLES IN CREATING A JUST SOCIETY. WE ARE COMMITTED TO THE SPIRITUAL AND ETHICAL VALUES OF THE JUDEO-CHRISTIAN HERITAGE AND ENVISION THAT THESE WILL BECOME A PART OF THE BEING OF EACH MEMEBER OF THE NORFOLK ACADEMY COMMUNITY. NORFOLK ACADEMY SEEKS TO OFFER A COORDINATED PROGRAM FOR STUDENTS, BUILDING AND EXPANDING ON KNOWLEDGE AND EXPERIENCE FROM GRADES ONE THROUGH TWELVE, ENCOURAGING RESPONSIBLE PARTICIPATION IN A VARIETY OF SCHOOL ACTIVITIES, PROVIDING OPPORTUNITIES FOR LEADERSHIP TRAINING 0 0 828057 624411 SUMMER SCHOOL & OTHER SPONSORED PROGRAMS 29635955 27181648 INSTRUCTIONAL & GENERAL PROGRAMS FOR STUDENTS GRADES 1-12 30464012 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 73 0 1 420 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 32 30 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X JEFFREY A MARTIN 7574616236 1585 WESLEYLAN DRIVE NORFOLK VA 23502 ALFRED M RANDOLPH JR PRESIDENT 5.00 X 0 0 0 MICHELLE BASS ADAMS TRUSTEE 1.00 X 0 0 0 THOMAS A ALBERICO TREASURER 3.00 X 0 0 0 FRANCES L BEASLEY VICE PRESIDENT - EDUCATION 3.00 X 0 0 0 LAWRENCE A BERNERT III VICE PRESIDENT - INVESTMEN 3.00 X 0 0 0 LD BRITT TRUSTEE 1.00 X 0 0 0 RICHARD C BURROUGHS JR TRUSTEE 1.00 X 0 0 0 RHONDA G DURHAM TRUSTEE 1.00 X 0 0 0 GUY R FRIDDELL III TRUSTEE 1.00 X 0 0 0 JOHN L GIBSON III VICE PRESIDENT - DEVELOPME 3.00 X 0 0 0 OWEN D GRIFFIN JR TRUSTEE 1.00 X 0 0 0 CONRAD M HALL TRUSTEE 1.00 X 0 0 0 KATHERINE M HINES TRUSTEE 1.00 X 0 0 0 IAN A HOLDER TRUSTEE 1.00 X 0 0 0 PETER M ILL TRUSTEE 1.00 X 0 0 0 SANDRA PORTER LEON TRUSTEE 1.00 X 0 0 0 KATHLEEN KELLY OBERG TRUSTEE 1.00 X 0 0 0 J CHRISTOPHER PERRY VICE PRESIDENT - BUILDING 3.00 X 0 0 0 THOMAS V RUEGER JR TRUSTEE 1.00 X 0 0 0 JOHN W RUFFIN TRUSTEE 1.00 X 0 0 0 TRACY G SAVAGE TRUSTEE 1.00 X 0 0 0 SAMUEL E STEINGOLD TRUSTEE 1.00 X 0 0 0 TIMOTHY J STIFFLER VICE PRESIDENT - GOVERNANC 3.00 X 0 0 0 RONY THOMAS TRUSTEE 1.00 X 0 0 0 WILLIAM R VAN BUREN III SECRETARY 3.00 X 0 0 0 C BENJAMIN VANDERBERRY TRUSTEE 1.00 X 0 0 0 G DUDLEY WARE TRUSTEE 1.00 X 0 0 0 FRANK J WOOD III TRUSTEE 1.00 X 0 0 0 JOHN O WYNNE JR VICE PRESIDENT - FINANCE 3.00 X 0 0 0 JOHN REED TRUSTEE 1.00 X 0 0 0 AARTHY THAMODARAN TRUSTEE 1.00 X 0 0 0 DENNIS G MANNING HEADMASTER 40.00 X 605506 0 59618 JEFFREY A MARTIN ASSISTANT HEADMASTER 40.00 X 287066 0 45698 GRAYSON K BRYANT ASSISTANT HEADMASTER 40.00 X 194918 0 62742 MICHELLE ALEXANDER DIRECTOR, LOWER SCHOOL 40.00 X 168283 0 48590 SEAN WETMORE DIRECTOR OF CENTER FOR LEA 40.00 X 137693 0 35580 LINDA GORSLINE ASSOCIATE HEADMASTER 40.00 X 178170 0 22301 JENNIFER SCOTT DIRECTOR, COLLEGE COUNSELI 40.00 X 145829 0 46718 1717465 0 321247 22 0 1 0 MERIWETHER GODSEY 4944 OLD BOONSBORO ROAD LYNCHBURG VA 24503 FOOD SERVICES 1544003 SOUTHEAST MECHANICAL INC 820 JUNIPER CRESCENT SUITE B CHESAPEAKE VA 23320 HVAC SERVICES 1018538 TRANQUEST LLC 994 SCOTT STREET NORFOLK VA 235023147 TRANSPORTATION 924279 TOP GUARD INC PO BOX 55030 NORFOLK VA 23505 SECURITY SERVICES 452262 DLR GROUP BOWIE GRIDLEY 1010 WISCONSIN AVE NW STE 400 WASHINGTON DC 20007 CONTRACTOR 214141 8 4104621 442920 4104621 TUITION AND FEES 25624023 25624023 AUXILARY SERVICES 922516 922516 SUMMER PROGRAMS 624399 624399 27170938 1010404 290604 719800 107166 0 107166 107166 107166 342786 239030 103756 103756 22783 6985 15798 15798 699373 462022 237351 237351 OTHER MISCELLANEOUS REVENUE 362831 362831 362831 33112865 27806059 719800 482385 1045446 1045446 15506152 13649919 1227999 628234 1406667 1152136 206412 48119 3818929 3224256 532123 62550 1164687 1066126 55857 42704 625823 625823 225700 83563 140637 1500 118228 5157 112471 600 652637 377747 164005 110885 83598 79093 2726 1779 909546 809728 89625 10193 82126 48783 31628 1715 214282 214282 3881510 3791459 49295 40756 343926 10306 328104 5516 CONTRACTED SERVICES 2797997 2516684 178718 102595 REFECTORY 1112243 836207 166166 109870 UTILITIES 960071 938338 11897 9836 EQUIPMENT RENTAL & MAIN 934784 773327 111818 49639 1257551 1101183 153979 2389 37141903 30464012 5449011 1228880 8712440 8285366 1238559 1008609 179372 126762 220225 251662 381216 562247 110624510 56331110 56332470 54293400 95853706 96015055 2367918 2457675 165285906 163000776 4451709 4357712 1310969 1495247 9286465 7984444 151845 206985 15200988 14044388 X 71252327 74187601 78832591 74768787 150084918 148956388 165285906 163000776 -4029038 2912556 -12048 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 482023 X X X 0 0 0 78454965 1360057 2654176 3453994 79015203 80234610 681241 525861 2986747 78454965 60708006 674852 21524496 2672744 80234610 63381487 324108 -434910 2562679 60708006 62200202 1833516 1708126 2360357 63381487 0.10150 0.69060 0.20790 0 0 2286464 2286464 82457669 39530256 42927413 18200763 12738474 5462289 7679614 4062380 3617234 54293400 INVESTMENT - SPIDER 96012555 F DONATED ASSETS 2500 C 96015055 CHARITABLE GIFTS ANNUITIES PAYABLE 82074 UNITRUSTS PAYABLE 61225 FINANCE LEASE LIABILITY 63686 206985 36107635 2912556 708037 3620593 32487042 625823 625823 33112865 37236165 720085 720085 36516080 625823 625823 37141903 PART III, LINE 4: VARIOUS WORKS OF ART ARE ON DISPLAY THROUGHOUT THE NORFOLK ACADEMY CAMPUS, WHICH FURTHERS THE SCHOOL'S MISSION TO "ENGENDER AN AWARENESS AND APPRECIATION OF INTELLECTUAL, AESTHETIC, AND MORAL EXCELLENCE IN A SETTING THAT OFFERS WELL-DEVELOPED PROGRAMS, NOT ONLY IN THE ACADEMIC DISCIPLINES, BUT ALSO IN FINE ARTS AND ATHLETICS." PART XI, LINE 2D - OTHER ADJUSTMENTS: FIELD DAY EXPENSES BOOKSTORE COST OF GOODS SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: FIELD DAY EXPENSES BOOKSTORE COST OF GOODS SOLD BAD DEBT EXPENSES 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 STATEMENT APPEARS IN ADVERTISING AND REGISTRATION MATERIALS: THE NORFOLK ACADEMY ADMITS STUDENTS OF ANY RACE, SEX, RELIGION, COLOR AND NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. WE DO NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, RELIGION, COLOR, AND NATIONAL OR ETHNIC ORIGIN IN THE ADMINISTRATION OF OUR EDUCATIONAL POLICIES, ADMISSIONS POLICIES, EMPLOYMENT POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. FIELD DAY 342786 342786 239030 342786 342786 239030 239030 103756 22783 6985 1 1.00000 22783 6985 6985 15798 VA 0 GAMING PROCEEDS ARE LESS THAN THE AMOUNT REQUIRED FOR A PERMIT. 0 1 0 1.00000 JEFF MARTIN ASSISTANT HEAD OF SCHO 1585 WESLEYAN DRIVE NORFOLK VA 23502 0 GRAYSON BRYANT 209400 ASSISTANT HEAD OF SCHOOL FOR DEVELOPMENT X 0 X X X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DENNIS G MANNING HEADMASTER 592625 0 0 0 12881 0 31900 0 27718 0 665124 0 0 0 JEFFREY A MARTIN ASSISTANT HEADMASTER 286100 0 0 0 966 0 23443 0 22255 0 332764 0 0 0 GRAYSON K BRYANT ASSISTANT HEADMASTER 194288 0 0 0 630 0 16800 0 45942 0 257660 0 0 0 MICHELLE ALEXANDER DIRECTOR, LOWER SCHOOL 167750 0 0 0 533 0 9595 0 38995 0 216873 0 0 0 LINDA GORSLINE ASSOCIATE HEADMASTER 175750 0 0 0 2420 0 19426 0 2875 0 200471 0 0 0 JENNIFER SCOTT DIRECTOR, COLLEGE COUNSELI 120931 0 0 0 24898 0 11596 0 35122 0 192547 0 0 0 SEAN WETMORE DIRECTOR OF CENTER FOR LEA 137022 0 0 0 671 0 16020 0 19560 0 173273 0 0 0 A NORFOLK ECON DEVELOPMENT AUTHORITY 521375010 2016-08-31 10864224 REFI CONSTRUCTION & EQUIPMENT BUILDINGS 0 0 0 B NORFOLK ECON DEVELOPMENT AUTHORITY 521375010 2016-08-31 20000000 CONSTRUCT & EQUIPMENT BUILDINGS 0 0 0 A 10864224 315334 10548890 0 1 1 1 B 11950000 11950000 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 1 0 0 0 0 A 0 B 0 MR CONRAD M HALL TRUSTEE 71170 SALARY FOR SON 0 MR JOHN L GIBSON III TRUSTEE 69312 SALARY FOR SON 0 MR JOHN L GIBSON III TRUSTEE 66614 SALARY FOR DAUGHTER-IN-LAW 0 X 277 FMV X 45 429328 FMV X PROGRAM ITEMS 12 13315 FMV 0 1 0 PART III LINE 1 THE NORFOLK ACADEMY IS A COLLEGE PREPARATORY CO-EDUCATIONAL DAY SCHOOL THAT STRIVES TO ASSIST ITS STUDENTS TO DEVELOP MATUIRTY OF BODY, MIND, AND CHARACTER. WE HOPE TO ENGENDER AN AWARENESS AND APPRECIATION OF INTELLECTUAL, AESTHETIC, AND MORAL EXCELLENCE IN A SETTING THAT OFFERS WELL-DEVELOPED PROGRAMS, NOT ONLY IN THE ACADEMIC DISCIPLINES, BUT ALSO IN FINE ARTS AND ATHLETICS. WE AIM TO PREPARE STUDENTS TO BECOME USEFUL AND RESPONSIBLE CITIZENS OF A DEMOCRACY. WE STRIVE TO MAKE THEM AWARE OF THIER ROLES IN CREATING A JUST SOCIETY. WE ARE COMMITTED TO THE SPIRITUAL AND ETHICAL VALUES OF THE JUDEO-CHRISTIAN HERITAGE AND ENVISION THAT THESE WILL BECOME A PART OF THE BEING OF EACH MEMBER OF THE NORFOLK ACADEMY COMMUNITY. NORFOLK ACADEMY SEEKS TO OFFER A COORDINATED PROGRAM FOR STUDENTS, BUILDING AND EXPANDING ON KNOWLEDGE AND EXPERIENCE FROM GRADES ONE THROUGH TWELVE, ENCOURAGING RESPONSIBLE PARTICIPATION IN A VARIETY OF SCHOOL ACTIVITIES, PROVIDING OPPORTUNITIES FOR LEADERSHIP TRAINING, AND FACILITATING INTERACTION WITH THE COMMUNITY BEYOND THE SCHOOL. WE ARE COMMITTED TO THE PRINCIPLE OF ACADEMIC FREEDOM. WE TRUST THAT STUDENTS AND FACULTY WILL BE STIMULATED TO CONTINUE TO TEACH, LEARN AND EXPLORE, TO THINK PRACTICALLY AND CREATIVELY, AND TO MOVE TOWARD UNDERSTANDING AND WISDOM. AWARE OF A TRADITION OF ACADEMIC EXCELLENCE DATING FROM 1728 AND SENSITIVE TO THE NEED FOR MEETING CHANGE, THE ACADEMY ATTEMPTS TO MAINTAIN HIGH STANDARDS, BOTH ACADEMIC AND ETHICAL, FOR STUDENTS AND FACULTY. WE BELIEVE THAT THE HONOR SYSTEM IS THE EMBODIMENT OF THESE IDEALS. WE AIM TO PROVIDE A BALANCED PROGRAM FOR INDIVIDUAL GROWTH AND TO GUIDE AND MEASURE THE PROGRESS OF EACH STUDENT. WE ARE COMMITTED TO ENROLLMENT OF BOYS AND GIRLS WHO SHOW PROMISE OF INTELLECTUAL CURIOUSITY AND WHO COME FROM FAMILIES OF VARIED SOCIAL, ECONOMIC, RELIGIOUS, ETHNIC, AND RACIAL BACKGROUNDS. WE BELIEVE THAT TEACHERS SHOULD BE KNOWLEDGEABLE IN THEIR FIELDS AND SHOULD UNDERSTAND AND ENJOY THE WAYS YOUNG PEOPLE LEARN AND GROW. WE BELIEVE THAT THE INTERESTS AND TALENTS OF THESE TEACHERS SHOULD ENABLE THEM TO ASSUME RESPONSIBILITIES OUTSIDE THE CLASSROOM IN GUIDANCE, ATHLETICS, AND ACTIVITIES. THE SCHOOL SEEKS TO PROVIDE EQUIPMENT AND FACILITIES THAT CREATE AN ATMOSPHERE IN WHICH GROWING CHILDREN MAY PARTICIPATE ACTIVELY IN THEIR MENTAL AND PHYSICAL DEVELOPMENT. WE STRIVE TO ENCOURAGE STUDENTS, FACULTY, AND FAMILIES TO WORK TOGETHER TO ASSIST THE STUDENTS IN ARRIVING AT A PERSONAL ASSESSMENT OF THEMSELVES AND IN CHALLENGING THEM TO REACH THEIR TRUE POTENTIAL. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM R. VAN BUREN III AND ALFRED M. RANDOLPH JR. ARE MEMBERS OF THE SAME LAW FIRM. J. CHRISTOPHER PERRY AND TIMOTHY J. STIFFLER SERVE AS OFFICERS AT THE SAME COMPANY. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE OR THE FINANCE COMMITTEE REVIEWS FORM 990 ON BEHALF OF THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES REVIEWS CONFLICT OF INTEREST STATEMENTS THAT OFFICERS AND TRUSTEES ARE REQUIRED TO COMPLETE ANNUALY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES COMPENSATION AFTER BENCHMARKING AND DOCUMENTING APPROPRIATE DATA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.