2025-10-20T14:18:04-05:00 2024-06-30 275360847 CROSSLIN PLLC 3803 BEDFORD AVENUE SUITE 201 NASHVILLE TN 37215 990 2023-07-01 620513741 MONTGOMERY BELL ACADEMY OF THE UNIVERSITY OF NASHVILLE MONT 6152985514 4001 HARDING ROAD NASHVILLE TN 37205 VICKI MATTHEWS CHIEF FINANCIAL OFFICER 6152985514 2025-10-20 1 1 RODNEY C BROWER P00168898 6153205500 2023 2025-03-06 01:10:19Z VICKI MATTHEWS 4001 HARDING ROAD NASHVILLE TN 37205 55227315 0 X WWW.MONTGOMERYBELL.EDU X 1806 TN OPERATION OF BOYS SCHOOL GRADES 7-12. 57 43 436 100 0 238525 8037476 13098309 30165302 32842814 766370 8819765 272359 238769 39241507 54999657 3367850 3659481 0 0 17470866 18500440 0 0 2797432 20385091 23527518 41223807 45687439 -1982300 9312218 328453921 342677337 44117978 43182523 284335943 299494814 MONTGOMERY BELL ACADEMY OFFERS YOUNG MEN AN EXEMPLARY COLLEGE PREPARATORY EXPERIENCE, ASSISTING THEM TO BE "GENTLEMEN, SCHOLARS, AND ATHLETES AND YOUNG MEN OF WISDOM AND MORAL INTEGRITY WHO WILL MAKE SIGNIFICANT CONTRIBUTIONS TO SOCIETY. 0 0 31152655 3659481 30634751 OPERATION OF A SCHOOL FOR BOYS, GRADES 7-12. THE SCHOOL HAS AN ENROLLMENT OF OVER 700 STUDENTS. THE EDUCATION CURRICULUM INCLUDES MATH, ENGLISH, HISTORY, SCIENCE, FOREIGN LANGUAGES, AND FINE ARTS. 2248678 1348292 ATHLETICS PROGRAM- GRADES 7-12 STUDENTS PARTICIPATE IN INTERMURAL AND INTERSCHOLASTIC SPORTS INCLUDING BASEBALL, BASKETBALL, FOOTBALL, SOCCER, GOLF, TRACK, SWIMMING, AND WRESTLING. 3431823 859771 3431823 859771 36833156 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 133 0 436 1 1 1 0 0 0 0 0 0 0 0 0 X 57 43 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 TN X X X VICKI MATTHEWS 6153695306 4001 HARDING ROAD NASHVILLE TN 37205 WILLIAM F CARPENTER III CHAIRMAN 1.00 X X 0 0 0 WILLIAM T DELAY VICE CHAIRMAN 1.00 X X 0 0 0 BENJAMIN T MAY TREASURER 1.00 X X 0 0 0 CLAY T JACKSON SECRETARY 1.00 X X 0 0 0 CARTER PAINE TRUSTEE 1.00 X 0 0 0 ADMIRAL J WILSON PRUEHER TRUSTEE 1.00 X 0 0 0 WILLIAM H HAWKINS TRUSTEE 1.00 X 0 0 0 H LEE BARFIELD II TRUSTEE 1.00 X 0 0 0 ALLEN P MCDANIEL TRUSTEE 1.00 X 0 0 0 DUDLEY W WARNER II TRUSTEE 1.00 X 0 0 0 ROBERT C BRANNON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER C WHITSON TRUSTEE 1.00 X 0 0 0 DAVID B INGRAM TRUSTEE 1.00 X 0 0 0 WILLIAM W HASTINGS TRUSTEE 1.00 X 0 0 0 DAVID G MCCLELLAN TRUSTEE 1.00 X 0 0 0 G EDWARD POWELL JR TRUSTEE 1.00 X 0 0 0 EDWARD N GEORGE JR TRUSTEE 1.00 X 0 0 0 DR CARL C AWH TRUSTEE 1.00 X 0 0 0 BYRON W SMITH TRUSTEE 1.00 X 0 0 0 J BARRY BANKER TRUSTEE 1.00 X 0 0 0 BLAIR J WILSON TRUSTEE 1.00 X 0 0 0 WILLIAM M WILSON TRUSTEE 1.00 X 0 0 0 BETH H HARWELL TRUSTEE 1.00 X 0 0 0 BENJAMIN D S GAMBILL III TRUSTEE 1.00 X 0 0 0 BEN S GAMBILL JR TRUSTEE 1.00 X 0 0 0 JAMES L FLAUTT TRUSTEE 1.00 X 0 0 0 ANDREA CARLTON TRUSTEE 1.00 X 0 0 0 R WALTER HALE III TRUSTEE 1.00 X 0 0 0 JAMES L CHANDLER JR TRUSTEE 1.00 X 0 0 0 J HANLEY SAYERS JR TRUSTEE 1.00 X 0 0 0 P RHOADS ZIMMERMAN TRUSTEE 1.00 X 0 0 0 W RIDLEY WILLS II TRUSTEE 1.00 X 0 0 0 VARINA F BUNTIN TRUSTEE 1.00 X 0 0 0 G THOMAS CURTIS TRUSTEE 1.00 X 0 0 0 TIM W DOWNEY TRUSTEE 1.00 X 0 0 0 JAMES R PICKEL JR TRUSTEE 1.00 X 0 0 0 J RYAN TYRRELL TRUSTEE 1.00 X 0 0 0 ROCK A MORPHIS TRUSTEE 1.00 X 0 0 0 RICHARD FITZGERALD TRUSTEE 1.00 X 0 0 0 STEVEN S RIVEN TRUSTEE 1.00 X 0 0 0 LUCY D HAYNES TRUSTEE 1.00 X 0 0 0 PAMELA R KOBAN TRUSTEE 1.00 X 0 0 0 JOHN T ROCHFORD TRUSTEE 1.00 X 0 0 0 JOHN W EAKIN JR TRUSTEE 1.00 X 0 0 0 LEE F NOEL TRUSTEE 1.00 X 0 0 0 JOHN R INGRAM TRUSTEE 1.00 X 0 0 0 MARC K STENGEL TRUSTEE 1.00 X 0 0 0 MARTIN S BROWN JR TRUSTEE 1.00 X 0 0 0 J BRANSFORD WALLACE TRUSTEE 1.00 X 0 0 0 DAVID DILL TRUSTEE 1.00 X 0 0 0 WARD WALTEMATH TRUSTEE 1.00 X 0 0 0 L DEON GAINES TRUSTEE 1.00 X 0 0 0 JEFFREY BUNTIN JR TRUSTEE 1.00 X 0 0 0 WILLIAM ALEXANDER TRUSTEE 1.00 X 0 0 0 RASCOE B DEAN TRUSTEE 1.00 X 0 0 0 SUSAN COBB DIRECTOR OF JUNIOR SCHOOL 40.00 X 145600 0 22889 JOSEPH W JOHNSON DIRECTOR OF DEVELOPMENT 40.00 X 218400 0 34035 VICKI A MATTHEWS DIRECTOR OF FINANCE & OPER 40.00 X 225000 0 33570 WILLIAM DAUGHTREY HEAD OF SCHOOL 50.00 X 571175 0 57283 TIM S BOYD ASSOCIATE HEAD OF SCHOOL 40.00 X 228500 0 31660 MICHAEL S ANDERSON DIRECTOR OF ATHLETICS 40.00 X 185491 0 28883 GREGORY C FERRELL DIRECTOR OF ADMISSIONS 40.00 X 171150 0 30735 ROBERT C H SAWYER DEAN OF HIGH SCHOOL 40.00 X 159000 0 29308 1904316 0 268363 8 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 2004149 SCHOOL FACILITY MANAGEMENT 800 18TH AVE S STE A NASHVILLE TN 37203 MAINTENANCE 864116 BRASFIELD & GORRIE 1201 DEMONBREUN ST SUITE 200 NASHVILLE TN 37203 GENERAL CONTRACTOR 735120 FIELDTURF USA INC 175 NORTH INDUSTRIAL BLVD CALHOUN GA 30701 CONSTRUCTION 508400 TRUST BUILDING SERVICES 3817 WEST END AVE NASHVILLE TN 37205 CONSTRUCTION 497975 5 13098309 13098309 TUITION AND FEES 611710 29239425 29239425 FOOD SERVICE 611710 1395326 1395326 AUXILIARY ACTIVITIES 611710 1348292 1348292 OTHER INCOME 611710 859771 859771 32842814 8339431 8339431 466427 227658 238769 238769 238769 476834 3500 0 0 476834 3500 480334 480334 54999657 32842814 0 9058534 3659481 3659481 1904316 1904316 16596124 13005628 2093684 1496812 1274397 550484 723913 7026492 5269869 1405298 351325 662319 636610 23774 1935 7463775 5597831 1492755 373189 AUXILIARY PROGRAMS 2248678 2248678 0 0 FOOD SERVICE 1415246 1415246 0 0 RESTRICTED PROGRAMS 1324116 1324116 0 0 INSTRUCTIONAL & ADMIN S 1196319 948777 247542 0 916176 272120 69885 574171 45687439 36833156 6056851 2797432 600 600 104073501 42023830 3272124 3131181 99260 28234 39348 4227691 242807243 72403395 173558010 170403848 12690726 106375085 33969382 15177109 750970 1309759 328453921 342677337 2667550 3268998 16361212 15406236 25089216 24507289 44117978 43182523 X 200998901 203952631 83337042 95542183 284335943 299494814 328453921 342677337 9312218 5846653 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120819273 2966063 14662918 5981101 132467153 113580896 3381384 7981573 4124580 120819273 94861371 27246973 -5676823 2850625 113580896 76260364 3313102 18376532 3088627 94861371 75481256 2673646 1285330 3179868 76260364 0.36672 0.63328 0 0 7776224 7776224 225941759 64997810 160943949 7849428 6708176 1141252 1239832 697409 542423 170403848 X 57414487 5846653 -3659481 2187172 55227315 -227658 -227658 54999657 42255616 227658 227658 42027958 3659481 3659481 45687439 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(A) OF THE INTERNAL REVENUE CODE ("IRC") AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD THAT THE RECOGNITION OF THE TAX POSITIONS WOULD BE SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERAIN TAX POSITIONS. TAX POSITIONS FOR THE SCHOOL INCLUDE, BUT ARE NOT LIMITED TO, THE TAX-EXEMPT STATUS AND DETERMINATION OF WHETHER CERTAIN INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,659,481. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -227,658. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 227,658. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,659,481. 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 SCHOOL PUBLISHES ITS RACIAL NONDISCRIMINATION POLICY IN LOCAL NEWSPAPERS IN THE FALL OF EACH YEAR AND DURING OPEN HOUSE AND ADMISSIONS. IT ALSO PULICIZES ITS NONDISCRIMINATION POLICY IN THE SCHOOL VIEWBOOK AND STUDENT APPLICATION FORMS. 1 FINANCIAL AID 3659481 FAIR MARKET VALUE NONCASH REDUCTION OF STUDENT TUITION PART I, LINE 2: STUDENTS' TUITION IS DIRECTLY REDUCED BY SCHOLARSHIP GRANTED. PART III, LINE 1 THE SCHOOL AWARDS AID TO WORTHY STUDENTS BASED SOLELY ON FINANCIAL NEED. AN OUTSIDE SERVICE REVIEWS THE APPLICATIONS FOR FINANCIAL AID AND RECOMMENDS THE MAXIMUM AMOUNT OF ASSISTANCE FOR EACH APPLICANT. THE SCHOOL'S FINANCIAL COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES THE AWARDS. X 0 1 X X X X 0 1 0 0 0 0 0 0 0 WILLIAM DAUGHTREY HEAD OF SCHOOL 450000 0 0 0 121175 0 45000 0 12283 0 628458 0 0 0 TIM S BOYD ASSOCIATE HEAD OF SCHOOL 228500 0 0 0 0 0 22850 0 8810 0 260160 0 0 0 VICKI A MATTHEWS DIRECTOR OF FINANCE & OPER 225000 0 0 0 0 0 24750 0 8820 0 258570 0 0 0 JOSEPH W JOHNSON DIRECTOR OF DEVELOPMENT 218400 0 0 0 0 0 21840 0 12195 0 252435 0 0 0 MICHAEL S ANDERSON DIRECTOR OF ATHLETICS 185491 0 0 0 0 0 20404 0 8479 0 214374 0 0 0 GREGORY C FERRELL DIRECTOR OF ADMISSIONS 171150 0 0 0 0 0 18827 0 11908 0 201885 0 0 0 ROBERT C H SAWYER DEAN OF HIGH SCHOOL 159000 0 0 0 0 0 17490 0 11818 0 188308 0 0 0 SUSAN COBB DIRECTOR OF JUNIOR SCHOOL 145600 0 0 0 0 0 14560 0 8329 0 168489 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED TO THE HEAD OF SCHOOL. PART I, LINE 1B THE BOARD OF TRUSTEES DETERMINE THE HOUSING PROVIDED TO THE HEAD OF SCHOOL PART I, LINE 4B HEAD OF SCHOOL PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNAVAILBLE TO OTHER EMPLOYEES. A EDUCATIONAL FACILITIES REVENUE BOARD 25000000 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 DAVID B INGRAM TRUSTEE 27550000 MR. INGRAM IS ALSO ON THE BOARD OF PINNACLE BANK, WHICH HOLDS DEPOSITORY ACCOUNTS FOR THE SCHOOL. AMOUNT REPORTED INCLUDES ALL DEPOSITS MADE TO PINNACLE BANK DURING THE YEAR. 0 WILLIAM W HASTINGS TRUSTEE 43006 MR. HASTINGS IS ALSO THE OWNER OF HASTINGS ARCHITECTURE WHICH PROVIDES ARCHITECT SERVICES TO THE SCHOOL. AMOUNT REPORTED REPRESENTS PAYMENTS MADE BY THE SCHOOL TO HASTINGS ARCHITECTURE. 0 X SUPPLIES & MATERIALS 39 12253 FAIR MARKET VALUE X FOOD & SNACK 41 2553 FAIR MARKET VALUE X EVENT TICKETS & EXPENSES 6 2525 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B CERTAIN EMPLOYEES OF THE SCHOOL, INCLUDING THE DIRECTOR OF FINANCE, REVIEWS FORM 990 PRIOR TO FILING TO VERIFY ALL INFORMATION CONTAINED THERIN IS COMPLETE AND ACCURATE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINED BY REVIEW OF RELEVANT INFORMATION BY A COMMITTEE OF THE BOARD OF TRUSTEES. THE OFFICER'S SALARY, AND ANY CHANGES, INCLUDING ANNUAL INCREASES, ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 SELECTED FINANCIAL INFORMATION AVAILABLE ON ORGANIZATION'S WEBSITE AND OTHER NONPROFIT WEBSITES. ALL REQUIRED INFORMATION AVAILABLE UPON REQUEST.