2025-02-27T15:02:04-06:00 2024-06-30 621199757 LBMC PC PO BOX 1869 BRENTWOOD TN 370241869 990 2023-07-01 620125920 BATTLE GROUND ACADEMY BATT 6157943501 336 ERNEST RICE LANE FRANKLIN TN 37069 ANDREW PHELPS CFO 6157943501 2025-02-27 1 1 ABIGAIL CAMPBELL P01296738 6153774600 2025-02-27 2023 2025-03-06 01:10:19Z ANDREW PHELPS 336 ERNEST RICE LANE FRANKLIN TN 37069 57911260 0 X WWW.BATTLEGROUNDACADEMY.ORG X 1902 TN BATTLE GROUND ACADEMY IS A COLLEGE PREPARATORY SCHOOL DEDICATED TO DEVELOPING THE INTELLECTUAL, MORAL CREATIVE AND PHYSICAL ASPECTS OF EACH STUDENT AND TO ASSIST STUDENTS IN THE REALIZATION OF THEIR POTENTIAL FOR PERSONAL FULFILLMENT AND SERVICE TO OTHERS 22 22 303 1400 0 0 2053137 3313397 23901222 24766569 499179 1153669 566812 -66986 27020350 29166649 2612722 2608014 0 0 14533026 15593998 0 0 1650332 9565873 9455393 26711621 27657405 308729 1509244 63962615 63425480 11315238 8287680 52647377 55137800 BATTLE GROUND ACADEMY IS A COLLEGE PREPARATORY SCHOOL DEDICATED TO DEVELOPING THE INTELLECTUAL, MORAL, CREATIVE AND PHYSICAL ASPECTS OF EACH STUDENT AND TO ASSIST STUDENTS IN THE REALIZATION OF THEIR POTENTIAL FOR PERSONAL FULFILLMENT AND SERVICE TO OTHERS 0 0 20237952 2608014 24766569 BATTLE GROUND ACADEMY IS A COLLEGE PREPARATORY SCHOOL DEDICATED TO DEVELOPING THE INTELLECTUAL, MORAL, CREATIVE AND PHYSICAL ASPECTS OF EACH STUDENT, AND TO ASSIST STUDENTS IN THE REALIZATION OF THEIR POTENTIAL. THE SCHOOL CURRENTLY HAS OVER 900 STUDENTS ENROLLED AND AN ANNUAL GRADUATION OF 90 SENIORS PREPARED FOR SUCCESS IN COLLEGE. 20237952 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 74 0 1 303 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X ANDREW PHELPS 6157943501 336 ERNEST RICE LANE FRANKLIN TN 37069 WILLIAM F KESLER HEAD OF SCHOOL 40.00 X 413644 0 31608 JONAS RODRIGUEZ ADVANCEMENT OFFICER 40.00 X 156955 0 63605 MARCUS ANDREW PHELPS CHIEF BUSINESS OFFICER 40.00 X 159108 0 40630 TOM EVANS DIRECTOR OF ADVANCEMENT 40.00 X 160478 0 26704 JOSHUA H MONTGOMERY DIRECTOR OF HEAD STAFF 40.00 X 132608 0 36032 FREDDY EAVES ASSISTANT HEAD OF SCHOOL OF OPERATIONS AND CO-CUR 40.00 X 139748 0 11338 ROBERTA GOERTZ DIRECTOR OF ENROLLMENT 40.00 X 130315 0 11016 MATTHEW LIGON CHAIRMAN 1.00 X X 0 0 0 COLLEEN HOKE BOARD VICE CHAIR 1.00 X X 0 0 0 ANNA-GENE O'NEAL SECRETARY 1.00 X X 0 0 0 WARD BROWN TREASURER 1.00 X X 0 0 0 ADAM BALLASH TRUSTEE 1.00 X 0 0 0 CAMILLE SMALL TRUSTEE 1.00 X 0 0 0 CEDRIC COCO TRUSTEE 1.00 X 0 0 0 CHARLES MORTON TRUSTEE 1.00 X 0 0 0 ELIZABETH GOODWIN TRUSTEE 1.00 X 0 0 0 ERIC SCHULTENOVER TRUSTEE 1.00 X 0 0 0 GREG HERMAN TRUSTEE 1.00 X 0 0 0 HAMILTON BOWMAN TRUSTEE 1.00 X 0 0 0 JAMES JEWELL JR TRUSTEE 1.00 X 0 0 0 JOHN JEWELL TRUSTEE 1.00 X 0 0 0 KUNU KAUSHAL TRUSTEE 1.00 X 0 0 0 LEONARD WEBSTER TRUSTEE 1.00 X 0 0 0 LUCIBETH MAYBERRY TRUSTEE 1.00 X 0 0 0 MIKE HAMMONTREE TRUSTEE 1.00 X 0 0 0 PRESTON BROWN TRUSTEE 1.00 X 0 0 0 SONDRA MORRIS TRUSTEE 1.00 X 0 0 0 STEWART WARREN TRUSTEE 1.00 X 0 0 0 TINA JONES TRUSTEE 1.00 X 0 0 0 1292856 0 220933 11 0 1 0 FLIK 2 INTERNATIONAL DR RYE BROOK NY 10573 DINING SERVICES 1794492 APEX BUILDING SERVICES LLC 116 WILSON PIKE CIRCLE SUITE 250 BRENTWOOD TN 37027 JANITORIAL SERVICES 466956 WORLDSTRIDES ONSTAGE PROGRAMS 218 WEST WATER STREET SUITE 400 CHARLOTTESVILLE VA 22902 SCHOOL TRIPS FOR STUDENTS 299461 CITYGREEN SERVICES PO BOX 4250 CHATTANOOGA TN 37405 LANDSCAPING MAINTENANCE 286237 BSN SPORTS LLC 8040 VILLA PARK DR SUITE 250 HENRICO VA 23228 MANUFACTURES SPORTING GOODS AND APPAREL 230553 14 268778 3044619 477211 3313397 TUITION INCOME 900099 23715136 23715136 CAMPS INCOME 900099 513209 513209 FOOD SERVICE INCOME 900099 242382 242382 AFTER SCHOOL PROGRAMS 900099 131234 131234 OTHER PROGRAM SERVICE 900099 110562 110562 54046 54046 24766569 647005 647005 29130139 28611584 11891 518555 -11891 506664 506664 54150 268778 121136 -66986 -66986 29166649 24766569 0 1086683 2608014 2608014 644961 583523 48273 13165 11798209 8355081 2491731 951397 438755 307451 94960 36344 1831378 1306274 380417 144687 880695 625293 184946 70456 69637 69637 203049 203049 44262 6140 38122 751044 630984 120060 306049 271049 35000 2905682 2266432 523023 116227 67550 58582 7209 1759 168240 62102 45761 60377 47754 47754 1568439 1223382 282319 62738 163724 163724 AUXILIARY PROGRAM EXPEN 1443944 1443944 OTHER EXPENSES 643088 643088 ATHLETIC EXPENSE 415838 415838 INSTRUCTIONAL EXPENSE - 284397 284397 372696 372696 27657405 20237952 5769121 1650332 500 600 5641409 4407853 1388510 1783873 161190 107082 45316 66883 434683 465514 62090120 24831591 38459655 37258529 17469315 19071541 362037 263605 63962615 63425480 504787 418898 4919998 4605225 3140280 2515280 2484649 510600 265524 237677 11315238 8287680 X 42439780 43990038 10207597 11147762 52647377 55137800 63962615 63425480 X 1509244 971959 9220 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8181336 159092 1036610 388815 8988223 7568219 347573 641347 375803 8181336 8944667 121621 -1110866 387203 7568219 7445993 129204 2122113 752643 8944667 7633470 121871 5002 314350 7445993 0.00000 1.00000 1 0 4556488 4556488 54885913 22619208 32266705 1842016 1604947 237069 805703 607436 198267 37258529 FUNDS HELD FOR OTHERS 126054 ENDOWMENT PAYABLE 49943 OTHERS 61680 237677 X 27642033 981179 133027 1114206 26527827 30808 2608014 2638822 29166649 25151610 133027 133027 25018583 30808 2608014 2638822 27657405 PART V, LINE 4: THE PERMANENTLY RESTRICTED ENDOWMENT IS TO BE HELD IN PERPETUITY WITH THE INCOME FROM SUCH ASSETS EXPENDABLE TO SUPPORT CERTAIN PROGRAMS. INTENDED USES OF THE ENDOWMENT INCLUDE SUPPORTING THE OPERATING BUDGET AND TO FUND SCHOLARSHIPS FOR STUDENTS TO ATTEND BATTLE GROUND ACADEMY. PART X, LINE 2: THE ACADEMY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3), AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ACADEMY FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION ("FASB ASC") GUIDANCE CLARIFYING THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS GUIDANCE PRESCRIBES A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ACADEMY HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024. THE ACADEMY HAS NO TAX PENALTIES OR INTEREST REPORTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IT IS THE ACADEMY'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ACADEMY FILES A U.S. FEDERAL INFORMATION TAX RETURN. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 121,136. LOSS ON DISPOSAL OF ASSETS 11,891. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 2,608,014. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 121,136. LOSS ON DISPOSAL OF ASSETS 11,891. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 2,608,014. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICIES ARE INCLUDED IN ALL WRITTEN DOCUMENTS, PUBLICATIONS, AND ADVERTISING. SCHEDULE E, LINE 3 - RACIALLY NONDSCRIMINATORY POLICY PUBLICIZED NONDISCRIMINATORY POLICIES ARE INCLUDED IN ALL WRITTEN DOCUMENTS, PUBLICATIONS, AND ADVERTISING SCHEDULE E, LINE 4 - EXPLANATION OF RECORDS AND MATERIALS NOT MAINTAINED SCHEDULE E, LINE 5 - EXPLANATION OF ORGANIZATION DISCRIMINATION BY RACE DENIM AND DIAMONDS 252678 210428 42250 88794 GOLF TOURNAMENT 70250 58350 11900 32342 322928 268778 54150 121136 121136 -66986 1 MERIT SCHOLARSHIPS 6 48985 FMV TUITION REDUCTION FINANCIAL AID 186 2559029 FMV TUITION REDUCTION PART I, LINE 2: THE SCHOLARSHIP COMMITTEE MEETS 4-5 TIMES PER YEAR TO DETERMINE WHO QUALIFIES FOR SCHOLARSHIPS. NO CASH IS EXCHANGED BETWEEN THE STUDENTS AND THE ACADEMY. IT IS SIMPLY A DEDUCTION FROM THEIR ANNUAL TUITION AND THEREFORE, NO MONITORING OF THE FUNDS IS REQUIRED. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 WILLIAM F KESLER HEAD OF SCHOOL 341500 0 66144 0 6000 0 12923 0 18685 0 445252 0 0 0 JONAS RODRIGUEZ ADVANCEMENT OFFICER 156847 0 108 0 0 0 7842 0 55763 0 220560 0 0 0 MARCUS ANDREW PHELPS CHIEF BUSINESS OFFICER 159000 0 108 0 0 0 7950 0 32680 0 199738 0 0 0 TOM EVANS DIRECTOR OF ADVANCEMENT 160370 0 108 0 0 0 8019 0 18685 0 187182 0 0 0 JOSHUA H MONTGOMERY DIRECTOR OF HEAD STAFF 132500 0 108 0 0 0 6625 0 29407 0 168640 0 0 0 FREDDY EAVES ASSISTANT HEAD OF SCHOOL OF OPERATIO 138500 0 1248 0 0 0 6925 0 4413 0 151086 0 0 0 A FRANKLIN TN H&E BOARD 621213768 2020-06-12 4695280 PAYOFF OF SERIES 1994A AND SERIES 2009 BONDS 0 0 0 A 2805000 4695280 1 0 0 1 A 0 0 0 0 0 1 PINNACLE BANK 1.792000000000 0 0 0 0 0 A 0 X 5 406543 FMV X VARIOUS AUCTION ITEMS 98 70668 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B), THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND AUDIT COMMITTEE BEFORE FILING WITH THE IRS FORM 990, PART VI, SECTION B, LINE 12C THE ORANIZATION CIRCULATES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL BOARD MEMBERS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 INFORMATION OBTAINED THROUGH THE NATIONAL ASSOCIATION FOR INDEPENDENT SCHOOLS AND OTHER REGIONAL ORGANIZATIONS PROVIDE COMPARATIVE DATA FOR SALARIES IN COMPARABLE ROLES AT SIMILAR SCHOOLS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP -54,139. GAIN ON BENEFICIAL INTEREST 63,359. MISS JENNY RUTH CORN ENDOW & SCHOL FD 336 ERNEST LANE FRANKLIN TN 37069 581571601 SUPPORT BATTLE GROUND ACADEMY TN 501(C)(3) LINE 12A, I BATTLE GROUND ACADEMY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0