UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY (EIN 62-0513741)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-03
- IRS object ID
- 201530939349300103
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-03T07:32:23-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621471522 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYBURN BATES & FITZGERALD PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 MARYLAND WAY SUITE 300 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620513741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY BELL ACADEMY | BusinessNameLine1 |
| Business Name Line2 | OF THE UNIVERSITY OF NASHVILLE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6152985514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 HARDING ROAD | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37205 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT YAKUSHI | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 6152985514 | PhoneNum |
| Signature | 2015-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN V RAYBURN | PreparerPersonNm |
| PTIN | P00429464 | PTIN |
| Phone | 6156617878 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT YAKUSHI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 HARDING ROAD | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,583,102 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MONTGOMERYBELL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1806 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | OPERATION OF BOYS SCHOOL GRADES 7-12 | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 50 | VotingMembersIndependentCnt |
| Total Employee | 153 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$59,772 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,954,665 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,585,827 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,285,926 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,185,752 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,815,190 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,408,269 | CYInvestmentIncomeAmt |
| PY Other Revenue | $244,129 | PYOtherRevenueAmt |
| CY Other Revenue | $249,921 | CYOtherRevenueAmt |
| PY Total Revenue | $30,299,910 | PYTotalRevenueAmt |
| CY Total Revenue | $31,429,769 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,750,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,846,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,078,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,676,644 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,731,296 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,282,581 | PYOtherExpensesAmt |
| CY Other Expenses | $15,790,603 | CYOtherExpensesAmt |
| PY Total Expenses | $29,110,710 | PYTotalExpensesAmt |
| CY Total Expenses | $30,313,497 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,189,200 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,116,272 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $155,717,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,354,485 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,294,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,594,171 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,422,392 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $119,760,314 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,101,515 | ExpenseAmt |
| Grant | $1,846,250 | GrantAmt |
| Revenue | $17,401,564 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $966,252 | ExpenseAmt |
| Revenue | $614,981 | RevenueAmt |
| Desc | ATHLETICS PROGRAM - GRADES 7-12 STUDENTS PARTICIPATE IN INTERMURAL AND INTERSCHOLASTIC SPORTS INCLUDING BASEBALL, BASKETBALL, FOOTBALL, SOCCER, GOLF, TRACK, SWIMMING, AND WRESTLING | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $26,067,767 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 85 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 153 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 50 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT YAKUSHI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6152985514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 HARDING ROAD | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR CARL C AWH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J BARRY BANKER | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H LEE BARFIELD II | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE A BEAMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB BRANNON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN BROWN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VARINA BUNTIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA WAITT CARLTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL CARPENTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L CHANDLER JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES H CHEEK III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM S COCHRAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BROWNLEE O CURREY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| G THOMAS CURTIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM T DELAY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT H DOBSON IV | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON FRANK F DROWOTA III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN W EAKIN JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROY O ELAM III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM FLAUTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SENATOR WILLIAM H FRIST | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN S GAMBILL JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| R WALTER HALE III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SPEAKER BETH HARWELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H HAWKINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID B INGRAM | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R INGRAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAY T JACKSON | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAM KOBAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN P MCDANIEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E MCNEILLY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD M MILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROCK A MORPHIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES R PICKEL JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADMIRAL J WILSON PRUEHER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| D TATE RICH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN S RIVEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T ROCHFORD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J HANLEY SAYERS JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC K STENGEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J BRANSFORD WALLACE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DUDLEY WARNER II | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A WEBB III | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| W RIDLEY WILLS II | |||||||
| HISTORIAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BLAIR J WILSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM M WILSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| P RHOADS ZIMMERMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM F CARPENTER III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADFORD GIOIA | |||||||
| HEADMASTER | 50.00 | $411,745 | $0 | $155,228 | Yes (X) | ||
| ROBERT YAKUSHI | |||||||
| DIRECTOR OF FINANCE | 40.00 | $135,000 | $0 | $13,500 | Yes (X) | ||
| RICHARD H SEAY JR | |||||||
| DIRECTOR OF HIGH SCHOOL | 40.00 | $158,000 | $0 | $9,480 | Yes (X) | ||
| SCOTT O'NEAL | |||||||
| ATHLETIC DIRECTOR | 40.00 | $129,000 | $0 | $15,480 | Yes (X) | ||
| FRANCES STEWART | |||||||
| DIRECTOR OF JUNIOR SCHOOL | 40.00 | $127,500 | $0 | $12,750 | Yes (X) | ||
| JODY JOHNSON | |||||||
| DIRECTOR OF ALUMNI AND DEVELOPMENT | 40.00 | $147,000 | $0 | $14,700 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,108,245 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $221,138 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,585,827 | AllOtherContributionsAmt |
| Noncash Contributions | $214,750 | NoncashContributionsAmt |
| Total Contributions | $11,585,827 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $16,676,434 | $16,676,434 |
| FOOD SERVICE | 611710 | $709,806 | $709,806 |
| ATHLETICS | 611710 | $614,981 | $614,981 |
| BOOK STORE INCOME | 611710 | $149,816 | $149,816 |
| STUDENT ACTIVITIES | 611710 | $34,715 | $34,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,185,752 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,720,081 | TotalRevenueColumnAmt |
| Exclusion | $1,720,081 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $222,964 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $80,359 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $142,605 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,605 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,761,162 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,072,974 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$311,812 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$311,812 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$311,812 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,316 | TotalRevenueColumnAmt |
| Exclusion | $107,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $107,316 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,429,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,016,545 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,827,397 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,846,250 | TotalAmt |
| Program Services | $1,846,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,746 | TotalAmt |
| Program Services | $41,175 | ProgramServicesAmt |
| Management And General | $247,047 | ManagementAndGeneralAmt |
| Fundraising | $123,524 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,303,556 | TotalAmt |
| Program Services | $7,545,434 | ProgramServicesAmt |
| Management And General | $969,380 | ManagementAndGeneralAmt |
| Fundraising | $788,742 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,533 | TotalAmt |
| Program Services | $650,523 | ProgramServicesAmt |
| Management And General | $107,976 | ManagementAndGeneralAmt |
| Fundraising | $80,034 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,451,949 | TotalAmt |
| Program Services | $1,138,727 | ProgramServicesAmt |
| Management And General | $179,886 | ManagementAndGeneralAmt |
| Fundraising | $133,336 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,860 | TotalAmt |
| Program Services | $520,904 | ProgramServicesAmt |
| Management And General | $86,121 | ManagementAndGeneralAmt |
| Fundraising | $63,835 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,762 | TotalAmt |
| Management And General | $103,762 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,858 | TotalAmt |
| Management And General | $156,966 | ManagementAndGeneralAmt |
| Fundraising | $61,892 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,909 | TotalAmt |
| Management And General | $28,909 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,374 | TotalAmt |
| Management And General | $195,374 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,003 | TotalAmt |
| Program Services | $1,007,317 | ProgramServicesAmt |
| Management And General | $4,686 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,934 | TotalAmt |
| Management And General | $9,974 | ManagementAndGeneralAmt |
| Fundraising | $14,960 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,667 | TotalAmt |
| Program Services | $360,667 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,317,801 | TotalAmt |
| Program Services | $3,317,801 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PROJECT EXPENSES | $5,328,597 | $5,328,597 |
| EQUIPMENT RENTAL AND MA | $1,438,407 | $1,438,407 |
| ATHLETIC PROGRAM | $966,252 | $966,252 |
| SUPPLIES | $725,649 | $725,649 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,069,390 | TotalAmt |
| Program Services | $1,180,064 | ProgramServicesAmt |
| Management And General | $424,353 | ManagementAndGeneralAmt |
| Fundraising | $464,973 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,313,497 | TotalAmt |
| Program Services | $26,067,767 | ProgramServicesAmt |
| Management And General | $2,514,434 | ManagementAndGeneralAmt |
| Fundraising | $1,731,296 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600 | BOYAmt |
| EOY | $174,914 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,105,765 | BOYAmt |
| EOY | $21,114,465 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,539,649 | BOYAmt |
| EOY | $2,307,150 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,863 | BOYAmt |
| EOY | $420,678 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,724 | BOYAmt |
| EOY | $235,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $108,076,679 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,750,280 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,286,926 | BOYAmt |
| EOY | $78,326,399 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,832,336 | BOYAmt |
| EOY | $38,560,662 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,049,205 | BOYAmt |
| EOY | $19,193,445 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,114 | BOYAmt |
| EOY | $21,252 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,717,182 | BOYAmt |
| EOY | $160,354,485 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,323,137 | BOYAmt |
| EOY | $1,867,508 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,427,170 | BOYAmt |
| EOY | $10,291,617 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,803,721 | BOYAmt |
| EOY | $23,263,196 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,990,762 | BOYAmt |
| EOY | $4,421,850 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,294,790 | BOYAmt |
| EOY | $40,594,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,107,986 | BOYAmt |
| EOY | $68,160,698 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,503,479 | BOYAmt |
| EOY | $5,707,598 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,810,927 | BOYAmt |
| EOY | $45,892,018 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,422,392 | BOYAmt |
| EOY | $119,760,314 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,717,182 | BOYAmt |
| EOY | $160,354,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,116,272 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,481,941 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$285,173 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $24,882 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,675,391 | BeginningYearBalanceAmt |
| Contributions | $1,207,201 | ContributionsAmt |
| Investment Earnings Or Losses | $7,176,268 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,004,404 | OtherExpendituresAmt |
| End Year Balance | $65,054,456 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,637,482 | BeginningYearBalanceAmt |
| Contributions | $937,998 | ContributionsAmt |
| Investment Earnings Or Losses | $6,056,471 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,956,560 | OtherExpendituresAmt |
| End Year Balance | $59,675,391 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,240,911 | BeginningYearBalanceAmt |
| Contributions | $1,084,202 | ContributionsAmt |
| Investment Earnings Or Losses | $980,187 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,667,818 | OtherExpendituresAmt |
| End Year Balance | $55,637,482 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,949,495 | BeginningYearBalanceAmt |
| Contributions | $448,495 | ContributionsAmt |
| Investment Earnings Or Losses | $7,822,101 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,979,180 | OtherExpendituresAmt |
| End Year Balance | $56,240,911 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,601,782 | BeginningYearBalanceAmt |
| Contributions | $1,285,932 | ContributionsAmt |
| Investment Earnings Or Losses | $5,230,453 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,168,672 | OtherExpendituresAmt |
| End Year Balance | $50,949,495 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,982,820 | OtherCostOrOtherBasisAmt |
| Book Value | $14,982,820 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,591,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,545,440 | DepreciationAmt |
| Book Value | $56,046,309 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,797,892 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,155,500 | DepreciationAmt |
| Book Value | $1,642,392 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,704,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,049,340 | DepreciationAmt |
| Book Value | $5,654,878 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $78,326,399 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIP INVESTMENTS | Desc |
| Book Value | $19,193,445 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,193,445 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SUNTRUST LINE OF CREDIT | $997,625 |
| LIABILITIES IN EXCESS OF PENSION FUND | $3,424,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,421,850 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,202,896 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,481,940 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$273,394 | OtherRevenueAmt |
| Revenue Not Reported | $5,208,546 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,994,350 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $285,173 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $150,246 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $435,419 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,429,769 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,889,856 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$80,359 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$80,359 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,970,215 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $343,282 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $343,282 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,313,497 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SCHOOL 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. FASB ASC 740 REQUIRES THE ASSET AND LIABILITY METHOD OF COMPUTING DEFERRED INCOME TAXES. UNDER THE ASSET AND LIABILITY METHOD, DEFERRED INCOME TAXES ARE RECOGNIZED FOR THE TAX CONSEQUENCES OF TEMPORARY DIFFERENCES, BY APPLYING FUTURE STATUTORY TAX RATES TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENTS CARRYING AMOUNTS AND THE TAX BASIS OF EXISTING ASSETS AND LIABILITIES. DEFERRED INCOME TAXES ARISE FROM TEMPORARY DIFFERENCES BETWEEN FINANCIAL AND TAX REPORTING, PRINCIPALLY RELATED TO DEPRECIATION AND THE PROVISION FOR UNCOLLECTIBLE ACCOUNTS. IN ACCORDANCE WITH ASC 740, A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ADOPTION DID NOT HAVE A MATERIAL EFFECT ON THE SCHOOLS FINANCIAL STATEMENTS MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE SCHOOL AS REQUIRED BY FASB ASC 740 AND DOES NOT BELIEVE THAT THE LIKELIHOOD OF ANY SUCH POSITION TAKEN WILL RISE TO THE LEVEL OF HAVING A MORE LIKELY THAN NOT LOSS OTHER THAN FOR TRIVIAL AMOUNTS. ACCORDINGLY, NO ACCRUAL FOR TAX POSITION ALLOWANCES IS DEEMED NECESSARY AT JUNE 30, 2014. WITH FEW EXCEPTIONS, THE SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY AUTHORITIES FOR YEARS BEFORE JUNE 30, 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT -87,760. BOOSTER CLUB EXPENSES -78,563. STUDENT ACTIVITY EXPENSES -107,071. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES 80,359. NONCASH CONTRIBUTIONS 69,617. OTHER 270. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES -80,359. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT 87,760. BOOSTER CLUB EXPENSES 78,563. STUDENT ACTIVITY EXPENSES 107,071. NONCASH CONTRIBUTIONS 69,617. OTHER 271. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHES ITS RACIAL NONDICRIMINATION POLICY IN LOCAL NEWSPAPERS IN THE FALL OF EACH YEAR & DURING OPEN HOUSE AND ADMISSIONS. IT ALSO PUBLICIZES ITS NONDISCRIMINATION POLICY IN THE SCHOOL VIEWBOOK AND STUDENT APPLICATION FORMS | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 168 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $1,846,250 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | NONCASH REDUCTION OF STUDENT TUITION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | STUDENT'S TUITION IS DIRECTLY REDUCED BY SCHOLARSHIP GRANTED. |
| PART III | 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRADFORD GIOIA | ||||||||||||||
| HEADMASTER | $411,745 | $0 | $0 | $0 | $0 | $0 | $73,399 | $0 | $81,829 | $0 | $566,973 | $0 | $0 | $0 |
| RICHARD H SEAY JR | ||||||||||||||
| DIRECTOR OF HIGH SCHOOL | $158,000 | $0 | $0 | $0 | $0 | $0 | $9,480 | $0 | $0 | $0 | $167,480 | $0 | $0 | $0 |
| JODY JOHNSON | ||||||||||||||
| DIRECTOR OF ALUMNI AND DEVELOPMENT | $147,000 | $0 | $0 | $0 | $0 | $0 | $14,700 | $0 | $0 | $0 | $161,700 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING IS PROVIDED FOR THE HEADMASTER OF THE SCHOOL. |
| PART I, LINE 1B | IN THE ABSENCE OF WRITTEN POLICY, THE BOARD OF TRUSTEES DETERMINE THE HOUSING PROVIDED TO THE HEADMASTER. |
| PART I, LINE 4B | HEADMASTER PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNAVAILABLE TO OTHER EMPLOYEES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|
| INDUSTRIAL DEVELOPMENT BOARD OF THE METROPOLITAN GOVERNMENT OF NASHVILLE | ||||||
| A | 2014-03-07 | $5,000,000 | CONSTRUCTION | 0 | 0 | 0 |
| INDUSTRIAL DEVELOPMENT BOARD OF THE METROPOLITAN GOVERNMENT OF NASHVILLE | ||||||
| B | 2014-03-24 | $10,000,000 | CONSTRUCTION | 0 | 0 | 0 |
| INDUSTRIAL DEVELOPMENT BOARD OF THE METROPOLITAN GOVERNMENT OF NASHVILLE | ||||||
| C | 2014-04-10 | $8,328,266 | CONSTRUCTION | 0 | 0 | 0 |
| INDUSTRIAL DEVELOPMENT BOARD OF THE METROPOLITAN GOVERNMENT OF NASHVILLE | ||||||
| D | 2010-12-23 | $30,000,000 | CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt |
|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | |
| B | 0 | 0 | 0 | Yes (1) | |
| C | 0 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | Yes (1) | $30,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K,PART I,, LINE D | FormAndLineReferenceDesc |
| Explanation | THIS BOND WAS FULLY PAID OFF ON MARCH 7, 2014, AND IMMEDIATELY REPLACED BY THE THREE SMALLER BONDS FROM THE SAME SOURCE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MR G THOMAS CURTIS | |||
| TRUSTEE | $283,622 | MR. CURTIS IS ALSO ON THE BOARD OF DIRECTORS OF DIVERSIFIED TRUST, WHICH HOLDS INVESTMENT ACCOUNTS FOR THE SCHOOL. | 0 |
| MR DAVID INGRAM | |||
| VICE CHAIRMAN OF THE BOARD OF TRUSTEES | $200,000 | MR. INGRAM IS ALSO ON THE BOARD OF AVENUE BANK, WHICH HOLDS DEPOSITORY ACCOUNTS FOR THE SCHOOL. AMOUNT REPORTED INCLUDES ALL DEPOSITS MADE TO AVENUE BANK DURING THE YEAR. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,344 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,017 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $145,132 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NET STOCK SALE VALUE LES | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 59 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,097 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EVENT TICKETS | 32 | $30,857 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES, MAT | 36 | $10,262 | FAIR MARKET VALUE |
| Yes (X) | MISCELLANEOUS | 9 | $7,029 | FAIR MARKET VALUE |
| Yes (X) | MILEAGE | 4 | $630 | IRS PUBLISHED RATES |
| Yes (X) | INSURANCE PRE | 1 | $382 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | CERTAIN EMPLOYEES OF THE SCHOOL, INCLUDING THE DIRECTOR OF FINANCE, REVIEWS FORM 990 PRIOR TO FILING TO VERIFY ALL INFORMATION CONTAINED THEREIN 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 18 | SELECTED FINANCIAL INFORMATION AVAILABLE ON ORGANIZATIONS'S WEBSITE AND OTHER NONPROFIT WEBSITES. ALL REQUIRED INFORMATION AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | SELECTED FINANCIAL INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. ALL REQUIRED INFORMATION IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | EQUITY ROLLFORWARD 24,882. |
| FORM 990, PART XI, LINE 2C | THE SCHOOL'S OVERSIGHT AND REVIEW PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR. |
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