2014-11-14T12:34:24-06:00 2014-06-30 621036705 MAGGART & ASSOCIATES PC 150 4TH AVE N STE 2150 NASHVILLE TN 372192417 990 2013-07-01 620811952 BRENTWOOD ACADEMY BREN 6153730611 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 DONALD RAY MULLICAN JR ASSISTANT HEAD 6153730611 2014-11-14 1 MICHAEL F MURPHY P00900945 6152526100 2013 2015-11-30 17:44:51Z DONALD RAY MULLICAN JR 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 24841953 0 X WWW.BRENTWOODACADEMY.COM X 1969 TN BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL. 14 14 264 0 0 0 2178408 1658231 14408378 15805156 701123 814116 484798 438181 17772707 18715684 0 0 0 0 10285723 10940642 0 0 626904 5961661 6469523 16247384 17410165 1525323 1305519 53896171 55056026 10482034 9269816 43414137 45786210 BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL DEDICATED TO NURTURING AND CHALLENGING THE WHOLE PERSON - BODY, MIND, AND SPIRIT - TO THE GLORY OF GOD. 0 0 13365153 16137915 BRENTWOOD ACADEMY OFFERS A WIDE VARIETY OF PROGRAMS UNDER THE MAJOR PROGRAM SERVICE TITLE OF "ACADEMICS." APPROXIMATELY 810 STUDENTS ARE CURRENTLY SERVED BY THE ACADEMY. 13365153 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 0 1 1 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 85 0 264 1 0 0 0 0 0 1 1 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 J MAC BROWN TRUSTEE 2.00 X 0 0 0 ELLEN ADAMS TRUSTEE 2.00 X 0 0 0 MARY BARTLETT TRUSTEE 2.00 X 0 0 0 RACHEL BURGIN TRUSTEE 2.00 X 0 0 0 JON BILLINGTON TRUSTEE 2.00 X 0 0 0 DOROTHY BULLARD TRUSTEE 2.00 X 0 0 0 JEFF MOSELEY TRUSTEE 2.00 X 0 0 0 JOURNEY JOHNSON TRUSTEE 2.00 X 0 0 0 MITZI RENFRO TRUSTEE 2.00 X 0 0 0 SHARON SHERIFF TRUSTEE 2.00 X 0 0 0 JOHN ROBERSON TRUSTEE 2.00 X 0 0 0 MIKE HELTON TRUSTEE 2.00 X 0 0 0 DAVID ROGERS TRUSTEE 2.00 X 0 0 0 DARYL TERRY TRUSTEE 2.00 X 0 0 0 CURT MASTERS HEADMASTER 40.00 X 282705 0 26317 RAY MULLICAN ASSISTANT HEAD FOR FINANCE 40.00 X 163243 0 20675 CODY WHITE DIR/ATHLETICS 40.00 X 141270 0 18871 NANCY BRASHER MIDDLE SCHOOL DIRECTOR 40.00 X 107950 0 8252 DAVID WOODALL DIR/DEVELOPMENT 40.00 X 123433 0 4851 PAUL COMPTON UPPER SCHOOL DIRECTOR 40.00 X 103182 0 13006 921783 0 91972 6 0 1 0 AMERICAN CONSTRUCTORS INC PO BOX 120129 NASHVILLE TN 37212 CONSTRUCTION 2756641 CHARTWELLS DINING SERVICES PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 707094 STANSELL ELECTRIC 860 VISCO DRIVE NASHVILLE TN 37210 CONSTRUCTION 241462 3 1658231 256026 1658231 TUITION & FEES 611710 14223229 14223229 AUXILIARY ACTIVITIES 611710 1269344 1269344 SUMMER SCHOOL & OTHER 611710 312583 312583 15805156 743101 743101 13750 0 13750 13750 13750 5976788 5905773 71015 71015 71015 396933 220496 176437 176437 RECOVERY OF BAD DEBT 900099 179577 179577 CHANGE IN RATE SWAP VALUATION 900099 68417 68417 247994 18715684 16137915 0 919538 465211 441951 23260 8137037 5954819 1858634 323584 514451 385839 102890 25722 1219441 914580 243888 60973 604502 453377 120900 30225 35243 35243 475654 469379 6275 932857 226517 543200 163140 983690 983690 118650 118650 1607915 1607915 145038 145038 AUXILIARY PROGRAMS 1303958 1303958 DEPARTMENTAL EXPENSES 417111 417111 BAD DEBT EXPENSE 215892 215892 SUMMER SCHOOL/OTHER PRO 168388 168388 65127 65127 17410165 13365153 3418108 626904 2351931 1480202 711866 1284692 3199477 2168733 330573 316054 310004 294644 153268 168219 172635 226446 51365735 17724612 31855463 33641123 14381277 15006767 429677 469146 53896171 55056026 1911037 1190199 947425 940962 6825000 6420000 798572 718655 10482034 9269816 X 28351696 31245090 12598300 12056149 2464141 2484971 43414137 45786210 53896171 55056026 1305519 1066554 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12768599 20830 1602947 1127555 27083 13237738 12134389 117096 1287695 744485 26096 12768599 12936303 26974 -140264 669000 19624 12134389 13029072 31039 945033 1062247 6594 12936303 2797676 9972996 273325 14925 13029072 0.07640 0.18770 0.73590 1 0 1850399 1850399 34104943 8240882 25864061 15410393 9483730 5926663 33641123 MUTUAL FUNDS 13090691 F FIXED INCOME MUTUAL FUNDS 1712854 F OTHER SECURITIES 203222 F 15006767 DINING SERVICE PROVIDER - LOAN 23000 INTEREST RATE SWAP OBLIGATION 695655 718655 20002734 1066554 220496 1287050 18715684 0 18715684 17630661 220496 220496 17410165 0 17410165 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 220,496. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 220,496. 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 MEDIA PUBLICATION. ART SHOW 258633 258633 181621 GOLF EVENT 138300 138300 38875 396933 396933 220496 220496 176437 X X 1 1 X X X 0 0 0 0 0 0 0 0 0 CURT MASTERS HEADMASTER 282705 0 0 0 0 0 17850 0 8467 0 309022 0 0 0 RAY MULLICAN ASSISTANT HEAD FOR FINANCE 163243 0 0 0 0 0 11489 0 9186 0 183918 0 0 0 CODY WHITE DIR/ATHLETICS 141270 0 0 0 0 0 10551 0 8320 0 160141 0 0 0 PART I, LINE 1A UPON APPROVAL OF BOARD, SPOUSE AS NEEDED MAY ACCOMPANY HEADMASTER ON TRIPS. MEMBERSHIP FEES ASSOCIATED WITH LOCAL SERVICE ORGANIZATIONS IS PROVIDED. 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 SUNTRUST 5.000000000000 1 0 0 0 1 A 0 CURT MASTERS HEADMASTER HOME X 305000 237432 0 1 1 CURT MASTERS HEADMASTER HOME EQUITY X 80000 57212 0 1 1 294644 KRISTIN VAZQUEZ DAUGHTER OF HEADMASTER 55998 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 MICHAEL VAZQUEZ SON-IN-LAW OF HEADMASTER 56280 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 X 8 248526 FMV - PUB TRADED SEC X PIANO 1 7500 % OF APPRAISED VALUE 1 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 FINANCE COMMITTEE IS PRESENTED WITH A COPY OF FORM 990 FOR REVIEW PRIOR TO ISSUANCE. THE FINANCE COMMITTEE HAS AUTHORITHY 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 HEADMASTER 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 HEADMASTER, AS WELL AS RESEARCH COMPARABLE COMPENSATION PACKAGES OF OTHER HEADMASTERS 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 AND 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 HEADMASTER. UPON AGREEMENT, THE REPORT AND ACTIONS WILL BE DELIVERED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES TO THE DIRECTOR OF BUSINESS AND FINANCE TO FILE AND ENACT. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ABOVE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, 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.