2023-03-21T09:42:16-05:00 2022-06-30 621036705 MAGGART & ASSOCIATES PC 1201 DEMONBREUN ST STE 1220 NASHVILLE TN 372033140 990 2021-07-01 620811952 BRENTWOOD ACADEMY BREN 6153730611 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 DONALD RAY MULLICAN JR ASSOCIATE HEAD OF SCHOOL 6153730611 2023-03-21 1 DONALD RAY MULLICAN JR 999009999 MICHAEL T HOLLAND P00101421 6152526100 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DONALD RAY MULLICAN JR 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 29923999 0 X WWW.BRENTWOODACADEMY.COM X 1969 TN BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL. 14 14 347 0 0 0 2267394 3159850 20809352 22033020 1096266 454565 155085 282612 24328097 25930047 2815150 2441795 0 0 13184088 13307443 0 0 834794 7793748 8224362 23792986 23973600 535111 1956447 50113481 50379157 6230484 6156654 43882997 44222503 BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL DEDICATED TO NURTURING AND CHALLENGING EACH WHOLE PERSON - BODY, MIND, AND SPIRIT - TO THE GLORY OF GOD IN ACCORDANCE WITH THE ACADEMY'S STATEMENT OF FAITH. 0 0 18130143 2441795 22124835 BRENTWOOD ACADEMY OFFERS A WIDE VARIETY OF PROGRAMS UNDER THE MAJOR PROGRAM SERVICE TITLE OF "ACADEMICS." APPROXIMATELY 710 STUDENTS ARE CURRENTLY SERVED BY THE ACADEMY. 18130143 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 186 0 347 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DONALD RAY MULLICAN JR 6153730611 219 GRANNY WHITE PIKE NASHVILLE TN 37027 X J MAC BROWN TRUSTEE 2.00 X 0 0 0 MICHAEL DRESCHER TRUSTEE 2.00 X 0 0 0 JON BILLINGTON TRUSTEE 2.00 X 0 0 0 NATHAN BRANDON TRUSTEE 2.00 X 0 0 0 JOSHUA B SMITHSON TRUSTEE 2.00 X 0 0 0 CHIQUITA YOUNG TRUSTEE 2.00 X 0 0 0 EDDIE LUNN TRUSTEE 2.00 X 0 0 0 BUDDY BACON TRUSTEE 2.00 X 0 0 0 JAKE EATON TRUSTEE 2.00 X 0 0 0 JOHN GONAS TRUSTEE 2.00 X 0 0 0 ROD FREEMAN TRUSTEE 2.00 X 0 0 0 BART JONES TRUSTEE 2.00 X 0 0 0 SHARON MOORE-CALDWELL TRUSTEE 2.00 X 0 0 0 SCOTT S LOUDERBACK TRUSTEE 2.00 X 0 0 0 CURTIS MASTERS HEAD OF SCHOOL 40.00 X 813979 0 31302 DONALD RAY MULLICAN JR ASSOC HEAD OF SCHOOL-FINAN 40.00 X 218443 0 27343 WILLIAM D PREBLE ASSOC HEAD OF SCHOOL-ENROL 40.00 X 227389 0 17135 CODY WHITE DIR/ATHLETICS 40.00 X 164346 0 21440 SCOTT WELLS HISTORY/FOOTBALL/WRESTLING 40.00 X 173169 0 7191 FRANK A BRADSHAW ASSOC HEAD OF SCHOOL-US DI 40.00 X 131146 0 16567 KAREN SSUTTON DIRECTOR OF DEVELOPMENT 40.00 X 132966 0 15777 1861438 0 136755 14 0 1 0 FLIK (CHARTWELLS DINING SERVICES) PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 697307 ESA INC 1303 DEMONBREUN STREET SUITE 800 NASHVILLE TN 37203 ARCHITECTURE SERVICES 349596 PROFESSIONAL ROOFING CONTRACTORS INC 1210 MADISON STREET SHELBYVILLE TN 37160 ROOFING 249132 THE BUDD GROUP 2325 S STRATFORD ROAD WINSTONSALEM NC 27103 JANITORIAL SERVICE 244828 THE PARKE COMPANY INC 7110 COCKRILL BEND BLVD NASHVILLE TN 37209 LAWN SERVICE 128143 5 3159850 363185 3159850 TUITION & FEES 611710 19818277 19818277 AUXILIARY ACTIVITIES 611710 1298736 1298736 SUMMER SCHOOL & OTHER 611710 916007 916007 22033020 546422 546422 31350 0 31350 31350 31350 3874825 3965963 719 -91138 -719 -91857 -91857 126210 27270 98940 98940 INTEREST RATE SWAP VALUATION 900099 152128 152128 OTHER 900099 194 194 152322 25930047 22124835 0 645362 2441795 2441795 594427 564705 29722 10092539 7467537 2169766 455236 516290 387218 103258 25814 1373326 1029992 274666 68668 730861 548147 146172 36542 28416 28416 40757 40757 150165 110498 32339 7328 1174491 276306 760965 137220 1459664 1094748 335723 29193 59638 44728 13713 1197 1928846 1446634 443634 38578 161220 120915 37081 3224 AUXILIARY PROGRAMS 1622216 1622216 SUMMER SCHOOL/OTHER PRO 792681 792681 DEPARTMENTAL EXPENSES 648729 648729 RATE SWAP PROVISION 92877 92877 64662 5122 57468 2072 23973600 18130143 5008663 834794 5029609 6056318 681918 158366 214451 1071192 601383 342594 107200 100519 228588 271405 58842772 29478158 28774823 29364614 14087109 12622700 388400 391449 50113481 50379157 1303048 1710083 1603338 1858268 3075000 2510000 249098 78303 6230484 6156654 X 33170382 33210772 10712615 11011731 43882997 44222503 50113481 50379157 X 1956447 -1406471 -210470 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9819057 78543 -1074390 1205828 1237 7616145 8866763 18640 2139362 1202671 3037 9819057 10118431 56514 -113366 1187407 7409 8866763 10817488 23605 497459 1183856 36265 10118431 11289360 156945 590025 1171580 47262 10817488 0.11170 0.39840 0.48990 1 0 1850399 1850399 36460145 15325621 21134524 6181759 4623845 1557914 14350469 9528692 4821777 29364614 MUTUAL FUNDS 4184465 F EXCHANGE-TRADED PRODUCTS 6259426 F OTHER SECURITIES 188709 F FIXED INCOME 1990100 F 12622700 INTEREST RATE SWAP OBLIGATION 57722 LEASE LIABILITY 20581 78303 24550846 -1406471 27270 -1379201 25930047 0 25930047 24141340 167740 167740 23973600 0 23973600 PART V, LINE 4: ANNUAL APPROPRIATIONS OF ENDOWMENT INVESTMENT RETURN ARE USED TO SUPPORT THE ACADEMY'S OVERALL MISSION. IN PARTICULAR, AVAILABLE FUNDS MAY BE USED TO SUPPLEMENT STUDENT FINANCIAL AID IN A GIVEN ACADEMIC YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 27,270. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 27,270. DEFERRED COMPENSATION 140,470. 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 ANNUAL HANDBOOK CONTAINS A SPECIFIC REFERENCE TO THE NONDISCRIMINATORY POLICY OF BRENTWOOD ACADEMY. IN ADDITION, THE ACADEMY PUBLICIZED ITS NONDISCRIMINATORY POLICY THROUGH THE ACADEMY'S WEBSITE. EVENT 126210 126210 27270 126210 126210 27270 27270 98940 1 FINANCIAL AID 194 0 2441795 FINANCIAL NEED ASSESSED BY STUDENT SUPPORT SERVICES AND ORGANIZATION (FMV) NEED-BASED FINANCIAL AID (NONCASH REDUCTION OF STUDENT TUITION). PART 1, LINE 2: FINANCIAL AID REPRESENTS NON-CASH FINANCIAL ASSISTANCE PROVIDED TO QUALIFYING FAMILIES BASED ON NEED. THE ACADEMY AWARDS AID TO WORTHY STUDENTS BASED SOLEY ON FINANCIAL NEED. AN OUTSIDE SERVICE REVIEWS THE APPLICATIONS FOR FINANCIAL AID AND RECOMMENDS THE MAXIMUM AMOUNT OF ASSISTANCE FOR EACH APPLICANT. THE ACADEMY REVIEWS THE RECOMMENDATIONS AND DETERMINES THE AMOUNT OF EACH SCHOLARSHIP GRANT. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 CURTIS MASTERS HEAD OF SCHOOL 813979 0 0 0 0 0 20201 0 11101 0 845281 0 0 0 DONALD RAY MULLICAN JR ASSOC HEAD OF SCHOOL-FINAN 218443 0 0 0 0 0 15836 0 11507 0 245786 0 0 0 WILLIAM D PREBLE ASSOC HEAD OF SCHOOL-ENROL 227389 0 0 0 0 0 15554 0 1581 0 244524 0 0 0 CODY WHITE DIR/ATHLETICS 164346 0 0 0 0 0 10722 0 10718 0 185786 0 0 0 SCOTT WELLS HISTORY/FOOTBALL/WRESTLING 173169 0 0 0 0 0 6503 0 688 0 180360 0 0 0 PART I, LINE 1A UPON APPROVAL OF BOARD, SPOUSE AS NEEDED MAY ACCOMPANY HEAD OF SCHOOL ON TRIPS. MEMBERSHIP FEES ASSOCIATED WITH LOCAL SERVICE ORGANIZATIONS IS PROVIDED. PART I, LINE 4B HEAD OF SCHOOL PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLAN UNAVAILABLE TO OTHER EMPLOYEES. A THE INDUSTRIAL DEVELOPMENT BOARD OF WILLIAMSON COUNTY TENNESSEE 522018208 NONEAVAIL 2009-10-07 7925000 REFUNDING BOND (ISSUED 9/01/2005) 0 0 0 A 7925000 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 1 TRUIST 20.000000000000 1 0 0 0 1 A 0 KRISTIN VAZQUEZ DAUGHTER OF HEAD OF SCHOOL 42411 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 MICHAEL VAZQUEZ SON-IN-LAW OF HEAD OF SCHOOL 69367 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 PHILIP MASTERS SON OF HEAD OF SCHOOL 67440 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 X 11 363185 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE IS PRESENTED WITH A COPY OF FORM 990 FOR REVIEW PRIOR TO ISSUANCE. THE FINANCE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD REGARDING APPROVAL OF FORM 990 FOR ISSUANCE. ANY MEMBER OF THE BOARD MAY RECEIVE COPY OF FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS UPDATED EACH YEAR WITH NEW BOARD AND BOARD MONITORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL IS THE ONLY EMPLOYEE HIRED AND DISMISSED BY THE BOARD OF TRUSTEES. THE CHAIRMAN OF THE BOARD OF TRUSTEES WILL APPOINT A COMMITTEE EACH SPRING TO PERFORM AN ANNUAL PERFORMANCE REVIEW OF THE HEAD OF SCHOOL, AS WELL AS RESEARCH COMPARABLE COMPENSATION PACKAGES OF OTHER HEAD OF SCHOOL INCLUDING INDUSTRY DATA FROM REGIONAL AND NATIONAL ASSOCIATIONS. THE COMMITTEE WILL REPORT TO THE FULL BOARD OF TRUSTEES IN MAY OF EACH YEAR WITH A SUMMARY OF THE REVIEW PROCESS AS WELL AS A COMPENSATION RECOMMENDATION. THE FULL BOARD OF TRUSTEES, IN EXECUTIVE SESSION WILL RECEIVE THE REPORT, DISCUSS AND VOTE ON THE COMMITTEE'S RECOMMENDATION. THE CHAIRMAN OF THE BOARD OF TRUSTEES WILL THEN REVIEW THE REPORT AND ACTIONS OF THE BOARD OF TRUSTEES WITH THE HEAD OF SCHOOL. UPON AGREEMENT, THE REPORT AND ACTIONS WILL BE DELIVERED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES TO THE ASSISTANT HEAD OF SCHOOL TO FILE AND ENACT. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE REFERENCED DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: DEFERRED COMPENSATION PROVISION -140,470. EFFECT OF CURRENT EXPECTED CREDIT LOSS STANDARD ADOPTION -70,000. FORM 990, PART XII, LINE 2C: BOARD UNDER THE GUIDANCE PROVIDED BY FINANCE COMMITTEE SELECTS INDEPENDENT AUDITOR AND ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.