2026-03-31T10:12:32-05:00 2025-06-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2024-07-01 232119591 HARRISBURG ACADEMY HARR 7177637811 10 ERFORD ROAD WORMLEYSBURG PA 17043 ADRIAN ALLAN HEAD OF SCHOOL 7177637811 2026-03-21 1 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2026-03-21 2024 2025-03-06 01:10:19Z ADRIAN ALLAN 10 ERFORD ROAD WORMLEYSBURG PA 17043 7940902 0 X WWW.HARRISBURGACADEMY.ORG X 1784 PA INDEPENDENT CO-EDUCATIONAL, NON-DENOMINATIONAL DAY SCHOOL FOR STUDENTS IN PRESCHOOL - GRADE 12. 11 11 149 100 0 0 1002913 813909 6513292 7077617 0 0 -7587 10950 7508618 7902476 1049769 1095522 0 0 5558164 5728632 0 0 282680 1730489 1970506 8338422 8794660 -829804 -892184 3083619 3240134 2591887 3640586 491732 -400452 X HARRISBURG ACADEMY OFFERS AN ACADEMICALLY CHALLENGING AND GLOBALLY MINDED LIBERAL ARTS EDUCATION THAT ENCOURAGES EACH STUDENT TO REACH HIS OR HER FULL POTENTIAL. IN OUR COMMITMENT TO EXCELLENCE, WE PROVIDE TOOLS AND TEACH SKILLS THAT WILL PREPARE STUDENTS TO THRIVE AND SUCCEED IN COLLEGE AND IN THEIR FUTURE ENDEAVORS. 0 0 6768184 1095522 7078931 HARRISBURG ACADEMY IS AN INDEPENDENT SCHOOL SERVING STUDENTS FROM PRE-SCHOOL THROUGH 12TH GRADE. WE OFFER AN ACADEMICALLY CHALLENGING AND GLOBALLY MINDED LIBERAL ARTS EDUCATION THAT ENCOURAGES EACH STUDENT TO REACH HIS OR HER FULL POTENTIAL. IN ADDITION, HARRISBURG ACADEMY PROUDLY OFFERS THE AREA'S ONLY INTERNATIONAL BACCALAUREATE DIPLOMA PROGRAM. THROUGH OUR COMMITMENT TO EXCELLENCE, WE PROVIDE TOOLS AND TEACH SKILLS THAT WILL PREPARE STUDENTS TO THRIVE AND SUCCEED IN COLLEGE AND IN THEIR FUTURE ENDEAVORS. STUDENTS SERVED: 329. 6768184 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 0 0 1 149 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 PA X STEVEN J PRESTON 7177637811 10 ERFORD ROAD WORMLEYSBURG PA 17043 ADRIAN ALLAN HEAD OF SCHOOL 40.00 0.12 X 181461 0 11891 SARAH OATNEY-WEILER HEAD OF ECL/LS 40.00 0.00 X 137419 0 7050 LINDSAY BOWMAN HEAD OF MIDDLE AND UPPER SCHOOLS 40.00 0.00 X 113266 0 9891 STEVEN PRESTON DIRECTOR OF BUSINESS OPERATIONS 40.00 0.12 X 99246 0 9835 MARK FOSTER PRESIDENT 4.00 0.12 X X 0 0 0 MARILYNN ABRAMS VICE PRESIDENT 4.00 0.00 X X 0 0 0 JOE GILLETTE TREASURER 3.00 0.12 X X 0 0 0 BILL WERT SECRETARY (END 09/24) 3.00 0.12 X X 0 0 0 TERI ROONEY SECRETARY (START 09/24) 3.00 0.12 X X 0 0 0 SCOTT APPEL BOARD MEMBER (END 12/24) 2.00 0.00 X 0 0 0 BILL DODSON BOARD MEMBER 3.00 0.00 X 0 0 0 MATT GRANDON BOARD MEMBER 3.00 0.12 X 0 0 0 AARON GROSS BOARD MEMBER 2.00 0.00 X 0 0 0 MICHELLE LATTA BOARD MEMBER 2.00 0.00 X 0 0 0 MARK PARSELLS BOARD MEMBER 3.00 0.00 X 0 0 0 TOM POLLIARD BOARD MEMBER 4.00 0.12 X 0 0 0 JON SLOTKIN BOARD MEMBER 2.00 0.00 X 0 0 0 531392 0 38667 3 0 0 0 0 36200 455106 322603 16025 813909 TUITION AND FEES 611600 6550953 6550953 OTHER STUDENT REVENUE 611710 394696 394696 FINANCE CHARGES 900099 86895 86895 MISCELLANEOUS SUPPORT 900099 45073 45073 7077617 1314 0 1314 1314 1314 44552 36200 36208 8344 8344 3480 2218 1262 1262 YEARBOOK INCOME 900099 30 30 30 7902476 7078931 0 9636 1095522 1095522 318415 41554 193756 83105 4628467 3342115 1154218 132134 46301 34727 11574 351331 255845 90395 5091 384118 263726 103986 16406 11897 7508 4389 27572 27572 39298 39298 114235 114235 307066 294408 8876 3782 122177 103850 18327 213357 167695 40794 4868 44035 31183 11101 1751 36872 33185 3687 106452 95807 10645 223762 153630 60575 9557 119554 119554 KITCHEN - FOOD 260004 260004 BAD DEBT EXPENSE 104408 104408 MISCELLANEOUS EXPENSE 70873 60242 10631 ATHLETIC OFFICIALS 34631 34631 134313 87485 20842 25986 8794660 6768184 1743796 282680 29781 160785 50000 0 235988 257775 2172 1577 189015 76003 10794148 8082813 2576663 2711335 0 32659 3083619 3240134 510645 503341 449680 384846 1631562 2719740 0 32659 2591887 3640586 X 430632 -411552 61100 11100 491732 -400452 3083619 3240134 -892184 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6501967 253017 751352 995131 22443 6488762 6076008 3100 878797 435204 20734 6501967 6025047 3750 688727 620761 20755 6076008 7262172 198321 -948485 464328 22633 6025047 5985606 1762509 464665 21278 7262172 0.03637 0.96363 0.00000 0 1 1 744308 744308 9284508 7446558 1837950 765332 636255 129077 2711335 OPERATING LEASE LIABILITY 32659 32659 X 8425930 526514 526514 7899416 3060 3060 7902476 8797819 6219 6219 8791600 3060 3060 8794660 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD BY THE HARRISBURG ACADEMY FOUNDATION. THE FUNDS EXIST TO ENSURE FUNDS ARE AVAILABLE FOR A VARIETY OF PURPOSES. SEPARATE FUNDS ARE AVAILABLE FOR SCHOLARSHIPS, FACULTY COMPENSATION, FACILITIES AND IMPROVEMENTS, SPECIFIED PROGRAMS AND CONTINUING OPERATIONS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ACADEMY, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ACADEMY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ACADEMY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION 526,514. PART XI, LINE 4B - OTHER ADJUSTMENTS: YEAR BOOK INCOME 30. EXPENSE RECLASS 3,030. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION 6,219. PART XII, LINE 4B - OTHER ADJUSTMENTS: YEAR BOOK INCOME 30. EXPENSE RECLASS 3,030. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A STATEMENT OF OUR NONDISCRIMINATION POLICY FOR ALL PROGRAMS IS INCLUDED WITH OUR ANNUAL STATEMENT AND PUBLISHED IN PENNLIVE AND INDEED. ALSO, NONDISCRIMINATORY POLICIES ARE INCLUDED IN SCHOOL ENROLLMENT BROCHURES AND OTHER PRINTED MATERIAL. GALA 80752 36200 44552 9900 6111 900 19297 80752 36200 44552 9900 6111 900 19297 36208 8344 1 MERIT SCHOLARSHIP - MERIT BASED SCHOLARSHIP AWARDED TO STUDENTS FOR USE DURING THE SUMMER BETWEEN THEIR JUNIOR AND SENIOR YEAR TO DO TRAVEL STUDY PROGRAM 3 22100 TUITION REMISSIONS - THE ACADEMY PAYS FOR 75% OF TUITION FOR CHILDREN OF EMPLOYEES 33 483130 FMV ACTUAL AMOUNT OF TUITION REMISSIONS FINANCIAL AID - AWARDS AND FINANCIAL ASSISTANCE ARE DETERMINED BASED ON FINANCIAL NEED OF THE STUDENT 68 590292 FMV ACTUAL AMOUNT OF FINANCIAL AID PART I, LINE 2: TUITION REMISSION OF 75% OF TUITION, IS GIVEN TO FACULTY, STAFF AND ADMINISTRATION FOR THEIR CHILDREN THAT ATTEND THE ACADEMY, UP TO THREE CHILDREN. NEW EMPLOYEES HIRED AFTER JUNE 30, 2014 WILL BE ELIGIBLE FOR TUITION REMISSION OF 65% OF TUITION. NEED-BASED FINANCIAL AID IS AVAILABLE TO ALL FAMILIES WITH CHILDREN ATTENDING THE ACADEMY. PARENTS MUST PROVIDE FINANCIAL INFORMATION TO THE ACADEMY FOR EVALUATION. IF A FAMILY MEETS THE GUIDELINES FOR AID, AND THE AID BUDGET HAS NOT BEEN DEPLETED, THEN AN OFFER OF AID IS MADE TO THE FAMILY. ONCE THE AID OFFER IS ACCEPTED, A CREDIT IS GIVEN FOR THE AID AMOUNT TOWARD THE TUITION. NO CASH ACTUALLY CHANGES HANDS. THE FINANCIAL AID AWARD IS FOR A SINGLE SCHOOL YEAR ONLY AND MUST BE APPLIED FOR EACH SCHOOL YEAR. RECORDS FOR BOTH OF THESE PROGRAMS ARE KEPT BY THE DIRECTOR OF FINANCIAL AID AND THE ACADEMY BUSINESS OFFICE. X X 0 0 0 0 0 0 0 0 0 ADRIAN ALLAN HEAD OF SCHOOL 181461 0 0 0 0 0 4537 0 7354 0 193352 0 0 0 HEAD OF ECLS CHILDREN OF HEAD OF EC/LS 28821 FINANCIAL AID - TUITION AND MERIT BASED SCHOLARSHIPS TUITION ASSISTANCE FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE ORDINARY AND ROUTINE FUNCTIONS AND BUSINESS OF THE CORPORATION. IN ALL OTHER MATTERS PERTAINING TO THE CORPORATION, IT SHALL HAVE THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES ONLY IN SITUATIONS OF EMERGENCY THAT REQUIRE IMMEDIATE ACTION WHEN IT IS NOT POSSIBLE TO CALL A MEETING OF THE FULL BOARD. IN ANY EVENT, THE EXECUTIVE COMMITTEE SHALL HAVE NO POWER OR AUTHORITY TO AUTHORIZE THE EXPENDITURE OF FUNDS, EXCEPT UPON THE APPROVAL OF A MAJORITY OF THE ASSETS MANAGEMENT COMMITTEE; AMEND THE ARTICLES OF INCORPORATION; APPOINT OR REMOVE ANY TRUSTEE OR OFFICER; APPOINT OR REMOVE A HEAD OF SCHOOL; ADOPT ANY PLAN OF MERGER, CONSOLIDATION OR DISSOLUTION; AUTHORIZE THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ANY PROPERTY AND ASSETS; OR TAKE ANY ACTION ON MATTERS COMMITTED BY THE BY-LAWS OR RESOLUTION OF THE BOARD OF TRUSTEES TO ANOTHER COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS CIRCULATED AND REVIEWED BY ALL MEMBERS OF THE GOVERNING BODIES BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ACADEMY REINFORCES ITS WRITTEN CONFLICT OF INTEREST POLICY BY REDISTRIBUTING IT AT THE FIRST BOARD OF TRUSTEES MEETING EVERY YEAR AND REQUIRING EACH TRUSTEE TO SIGN AN ACKNOWLEDGEMENT THAT HE OR SHE HAS REVIEWED IT AND WILL ABIDE BY IT. A TRUSTEE SHALL NOT VOTE OR DEBATE ON ANY MATTER IN WHICH THE TRUSTEE HAS A DIRECT OR INDIRECT INTEREST. THE BOARD OF TRUSTEES MAY APPROVE A TRANSACTION IN WHICH A TRUSTEE HAS AN INTEREST IF THE MATERIAL FACTS OF THE TRANSACTION AND THE TRUSTEE'S INTEREST ARE DISCLOSED AND IF THE BOARD OF TRUSTEES APPROVING THE TRANSACTION IN GOOD FAITH REASONABLY BELIEVE THAT THE TRANSACTION IS FAIR TO THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL IS EVALUATED ANNUALLY BY THE BOARD OF TRUSTEES THROUGH A PROCESS ADMINISTERED BY THE BOARD'S MISSION & GOVERNANCE COMMITTEE. BASED ON THE RESULTS OF THE EVALUATION, THE EXECUTIVE COMMITTEE OF THE BOARD MAKES A COMPENSATION ADJUSTMENT RECOMMENDATION THAT IS ACTED ON BY THE BOARD. THE COMMITTEE USED COMPARABLE DATA FROM THE NAIS AND OTHER MATERIALS FOR GUIDANCE. THE BOARD REVIEWS, APPROVES AND DOCUMENTS THE COMPENSATION OF THE HEAD OF SCHOOL. THE REST OF THE OFFICERS YEARLY EVALUATIONS ARE DONE BY THE HEAD OF SCHOOL AND INCREASES ARE BASED ON THE SAME RATE AS ALL OTHER FACULTY, STAFF AND ADMINISTRATION. NO COMPARABLES ARE USED FOR THESE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 14: THE HARRISBURG ACADEMY DOES NOT HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY; HOWEVER, FOLLOWS THE NAIS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS) GUIDELINES IN REGARDS TO DOCUMENT RETENTION AND DESTRUCTION. FORM 990, PART XII, LINE 2C: THE HARRISBURG ACADEMY ESTABLISHED AN AUDIT COMMITTEE IN 2009 TO ASSIST THE BOARD OF TRUSTEES IN FULFILLING ITS FINANCIAL AND COMPLIANCE OVERSIGHT RESPONSIBILITIES. THE AUDIT COMMITTEE'S RESPONSIBILITIES INCLUDE: THE ANNUAL REVIEW OF THE ACADEMY'S FINANCIAL STATEMENT FOR ACCURACY AND QUALITY, RECOMMENDING THE SELECTION OF THE INDEPENDENT AUDITOR FOR THE ACADEMY, AND THE REVIEW AND APPRAISAL OF THE AUDIT WORK OF THE ACADEMY'S INDEPENDENT AUDITOR. AN INDEPENDENT AUDITOR IS SELECTED AND THE FINANCIAL STATEMENT IS AUDITED ON A CONSOLIDATED BASIS FOR THE HARRISBURG ACADEMY AND ITS RELATED PARTY, THE HARRISBURG ACADEMY FOUNDATION. THERE ARE NO SEPARATE FINANCIAL STATEMENTS ISSUED FOR THE INDIVIDUAL ENTITIES. NO CHANGES HAVE BEEN MADE TO THIS PROCESS. THE HARRISBURG ACADEMY FOUNDATION 10 ERFORD ROAD WORMLEYSBURG PA 17043 202529301 TO ACT AS A FIDUCIARY FOR THE ENDOWMENT FUND FOR THE HARRISBURG ACADEMY PA 501(C)(3) LINE 12B, II HARRISBURG ACADEMY 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 HARRISBURG ACADEMY FOUNDATION C 455106 FMV