2026-03-26T07:11:51-05:00 2025-06-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2024-07-01 202529301 THE HARRISBURG ACADEMY FOUNDATION HARR 7177637811 10 ERFORD ROAD WORMLEYSBURG PA 17043 MARK FOSTER PRESIDENT 7177637811 2026-03-21 1 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2026-03-21 2024 2025-03-06 01:10:19Z MARK FOSTER 10 ERFORD ROAD WORMLEYSBURG PA 17043 1438701 0 X HARRISBURGACADEMY.ORG X 2004 PA INVESTMENT OF ENDOWMENTS TO PROVIDE GRANTS TO THE HARRISBURG ACADEMY FOR USE IN GENERAL OPERATIONS, FACULTY COMPENSATION, FACILITIES AND IMPROVEMENTS, AND SCHOLARSHIPS. THE ENDOWMENT ALLOWED FOR A GRANT TO THE ACADEMY OF OVER $429,726. 7 7 0 7 0 0 3100 253017 0 0 261969 231481 0 0 265069 484498 429726 455106 0 0 0 0 0 0 0 26212 28968 455938 484074 -190869 424 6501967 7022262 0 0 6501967 7022262 TO ACT AS A FIDUCIARY FOR THE ENDOWMENT FUND FOR THE HARRISBURG ACADEMY. SOLICIT AND ACCEPT FUNDS FROM PERSONS, TRUSTS, ASSOCIATIONS, CORPORATIONS AND GOVERNMENTAL AGENCIES AND OTHER ENTITIES FOR USE IN CARRYING OUT THE PURPOSE AND ADMINISTER SUCH FUNDS. 0 0 484074 455106 0 INVESTMENT OF ENDOWMENTS TO PROVIDE GRANTS TO THE HARRISBURG ACADEMY FOR USE IN GENERAL OPERATIONS, FACULTY COMPENSATION, FACILITIES AND IMPROVEMENTS, AND SCHOLARSHIPS. THE ENDOWMENT ALLOWED FOR A GRANT TO THE ACADEMY OF $455,106. 484074 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 PA X STEVEN J PRESTON 7177637811 10 ERFORD ROAD WORMLEYSBURG PA 17043 ADRIAN ALLAN HEAD OF SCHOOL 0.12 40.00 X 0 181461 11891 STEVEN PRESTON DIRECTOR OF BUSINESS OPERATIONS 0.12 40.00 X 0 99246 9835 MARK FOSTER PRESIDENT 0.12 4.00 X X 0 0 0 JOSEPH GILLETTE TREASURER 0.12 3.00 X X 0 0 0 BILL WERT SECRETARY (END 09/24) 0.12 3.00 X X 0 0 0 TERI ROONEY SECRETARY (START 09/24) 0.12 3.00 X X 0 0 0 MATTHEW GRANDON BOARD MEMBER 0.12 3.00 X 0 0 0 KEITH CLARK BOARD MEMBER 0.12 0.00 X 0 0 0 TOM POLLIARD BOARD MEMBER 0.12 4.00 X 0 0 0 ED O'GORMAN BOARD MEMBER 0.12 0.00 X 0 0 0 0 280707 21726 0 0 1 0 0 253017 253017 133659 133659 1052025 954203 97822 97822 97822 484498 0 0 231481 455106 455106 4750 4750 22443 22443 1775 1775 484074 484074 0 0 0 533500 6501967 6488762 6501967 7022262 0 0 X 217232 769522 6284735 6252740 6501967 7022262 6501967 7022262 X 424 609633 -89762 X X 0 1 X 1 0 X X 1 HARRISBURG ACADEMY 232119591 2 1 455106 0 1 455106 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 X 8425930 609633 7354242 7963875 462055 22443 22443 484498 8797819 8336188 8336188 461631 22443 22443 484074 PART V, LINE 4: THE ENDOWMENT 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 OF THE HARRISBURG ACADEMY, A RELATED TAX-EXEMPT ORGANIZATION. 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 7,444,004. BOOK/TAX DIFFERENCE ON SALE OF INVESTMENTS -89,762. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION 8,336,188. 0 THE HARRISBURG ACADEMY 10 ERFORD ROAD WORMLEYSBURG PA 17043 232119591 170(B)(1)(A)(III) 455106 0 THE GRANT IS PROVIDED FOR SCHOLARSHIPS, FACULTY COMPENSATION, FACILITIES AND IMPROVEMENTS, SPECIFIED PROGRAMS AND CONTINUING OPERATIONS OF THE RELATED TAX-EXEMPT ORGANIZATION. 1 0 PART I, LINE 2: NO RECORDS ARE CONSIDERED NECESSARY TO SUBSTANTIATE THE AMOUNT AND USE OF THE GRANTS AS ALL MONIES ARE GIVEN TO THE RELATED TAX-EXEMPT ORGANIZATION FOR USE IN CONTINUING OPERATIONS. 0 0 0 0 0 0 0 0 0 ADRIAN ALLAN HEAD OF SCHOOL 0 181461 0 0 0 0 0 4537 0 7354 0 193352 0 0 PART 1, LINE 3 HARRISBURG ACADEMY, A RELATED ORGANIZATION, COMPENSATES THE ORGANIZATION'S HEAD OF SCHOOL AND THE DIRECTOR OF BUSINESS OPERATIONS. HARRISBURG ACADEMY USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION. -WRITTEN EMPLOYMENT CONTRACT -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE 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 ORGANIZATION DOES NOT GRANT AUTHORITY TO ANY OF ITS COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS OF THE BOARD WILL RECEIVE THE FORM 990 VIA E-MAIL AND HAVE TIME FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C NO DIRECTOR, OFFICER OR MEMBER OF A COMMITTEE, OF THE FOUNDATION SHALL MAINTAIN SUBSTANTIAL PERSONAL OR BUSINESS INTERESTS WHICH CONFLICT WITH THOSE OF THE FOUNDATION. IN ADDITION, ANY DIRECTOR, OFFICER, EMPLOYEE OR COMMITTEE MEMBER HAVING AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE DIRECTORS OR A COMMITTEE FOR AUTHORIZATION, APPROVAL OR RATIFICATION SHALL GIVE PROMPT, FULL AND FRANK DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD OF DIRECTORS OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. THE BODY TO WHICH SUCH DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE HIS PERSONAL INFLUENCE ON, NOR PARTICIPATE OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH PERSON MAY NOT BE COUNTED IN DETERMINING THE EXISTENCE OF QUORUM AT ANY MEETING WHERE THE CONTRACT OR TRANSACTION IS UNDER DISCUSSION OR IS BEING VOTED UPON. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. ON AN ANNUAL BASIS, MEMBERS OF THE BOARD RECEIVE A CERTIFICATE OF ACKNOWLEDGEMENT TO BE SIGNED INDICATING THAT THEY UNDERSTAND AND WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE PROCESS IS MONITORED BY THE BOARD CHAIRMAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 14: THE HARRISBURG ACADEMY FOUNDATION 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 XI, LINE 9: BOOK/TAX DIFFERENCE ON SALE OF INVESTMENTS -89,762. FORM 990, PART XI, LINE 2C: THE FINANCIAL STATEMENTS OF THIS ORGANIZATION ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF THE HARRISBURG ACADEMY. THE AUDIT COMMITTEE OF THE HARRISBURG ACADEMY ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. HARRISBURG ACADEMY 10 ERFORD ROAD WORMLEYSBURG PA 17043 232119591 EDUCATION OF STUDENTS FROM PRESCHOOL THROUGH 12TH GRADE PA 501(C)(3) 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0