2014-04-23T14:24:21-05:00 2013-06-30 621471522 RAYBURN BATES & FITZGERALD PC 5200 MARYLAND WAY SUITE 300 BRENTWOOD TN 37027 990 2012-07-01 620513741 MONTGOMERY BELL ACADEMY OF THE UNIVERSITY OF NASHVILLE MONT 6152985514 4001 HARDING ROAD NASHVILLE TN 37205 ROBERT YAKUSHI 6152985514 2014-04-23 1 C THOMAS BATES P00443854 6156617878 2012 2015-11-30 17:44:51Z ROBERT YAKUSHI 4001 HARDING ROAD NASHVILLE TN 37205 30339032 0 X WWW.MONTGOMERYBELL.EDU X 1806 TN OPERATION OF BOYS SCHOOL GRADES 7-12 48 46 153 0 0 0 10943566 10954665 16480436 17285926 1709384 1815190 204864 244129 29338250 30299910 1632100 1750000 0 0 14217452 12078129 0 0 1539092 12937829 15282581 28787381 29110710 550869 1189200 141380070 155717182 33111691 42294790 108268379 113422392 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 24447355 1750000 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. 776989 417658 ATHLETICS PROGRAM - GRADES 7-12 STUDENTS PARTICIPATE IN INTERMURAL AND INTERSCHOLASTIC SPORTS INCLUDING BASEBALL, BASKETBALL, FOOTBALL, SOCCER, GOLF, TRACK, SWIMMING, AND WRESTLING 25224344 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 85 0 1 153 1 0 0 0 0 0 0 0 0 0 0 X 48 46 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 TN X X X ROBERT YAKUSHI 6152985514 4001 HARDING ROAD NASHVILLE TN 37205 DR CARL C AWH 1.00 X 0 0 0 J BARRY BANKER 1.00 X 0 0 0 H LEE BARFIELD II 1.00 X 0 0 0 LEE A BEAMAN 1.00 X 0 0 0 ROBERT C BRANNON 1.00 X 0 0 0 VARINA BUNTIN 1.00 X 0 0 0 ANDREA WAITT CARLTON 1.00 X 0 0 0 JAMES L CHANDLER JR 1.00 X 0 0 0 JAMES H CHEEK III 1.00 X 0 0 0 WILLIAM S COCHRAN 1.00 X 0 0 0 BROWNLEE O CURREY JR 1.00 X 0 0 0 G THOMAS CURTIS 1.00 X 0 0 0 W LIPSCOMB DAVIS JR 1.00 X 0 0 0 WILLIAM T DELAY 1.00 X 0 0 0 MATT H DOBSON IV 1.00 X 0 0 0 HON FRANK F DROWOTA III 1.00 X 0 0 0 JOHN W EAKIN JR 1.00 X 0 0 0 ROY O ELAM III 1.00 X 0 0 0 E MORGAN ENTREKIN JR 1.00 X 0 0 0 RENARD FRANCOIS 1.00 X 0 0 0 SENATOR WILLIAM H FRIST 1.00 X 0 0 0 BEN S GAMBILL JR 1.00 X 0 0 0 R WALTER HALE III 1.00 X 0 0 0 WILLIAM H HAWKINS 1.00 X 0 0 0 DAVID B INGRAM 1.00 X 0 0 0 JOHN R INGRAM 1.00 X 0 0 0 CLAY T JACKSON 1.00 X 0 0 0 PAM KOBAN 1.00 X 0 0 0 TOM LOVENTHAL 1.00 X 0 0 0 ALLEN P MCDANIEL 1.00 X 0 0 0 ROBERT E MCNEILLY JR 1.00 X 0 0 0 RICHARD M MILLER 1.00 X 0 0 0 ROCK A MORPHIS 1.00 X 0 0 0 JAMES R PICKEL JR 1.00 X 0 0 0 ADMIRAL J WILSON PRUEHER 1.00 X 0 0 0 D TATE RICH 1.00 X 0 0 0 STEPHEN S RIVEN 1.00 X 0 0 0 JOHN T ROCHFORD 1.00 X 0 0 0 J HANLEY SAYERS JR 1.00 X 0 0 0 MARC K STENGEL 1.00 X 0 0 0 J BRANSFORD WALLACE 1.00 X 0 0 0 DUDLEY WARNER II 1.00 X 0 0 0 JAMES A WEBB III 1.00 X 0 0 0 W RIDLEY WILLS II 1.00 X 0 0 0 BLAIR J WILSON 1.00 X 0 0 0 WILLIAM M WILSON 1.00 X 0 0 0 P RHOADS ZIMMERMAN 1.00 X 0 0 0 BRADFORD GIOIA 50.00 X X X 394491 0 152053 MR WILLIAM F CARPENTER III 1.00 X 0 0 0 SAMUEL JACKSON 40.00 X 169000 0 12393 RICHARD H SEAY JR 40.00 X 154000 0 9240 SCOTT O'NEAL 40.00 X 126000 0 15120 FRANCES STEWART 40.00 X 125000 0 12500 GREG FERRELL 40.00 X 114000 0 12540 1082491 0 213846 6 0 1 0 0 10954665 652709 10954665 TUITION AND FEES 611710 16057349 16057349 FOOD SERVICE 611710 656494 656494 ATHLETICS 611710 417658 417658 BOOK STORE INCOME 611710 119377 119377 STUDENT ACTIVITIES 611710 35048 35048 17285926 1815190 1815190 189036 39122 149914 149914 149914 94215 94215 94215 30299910 19251030 0 94215 1750000 1750000 394491 39449 236695 118347 9059545 7323230 1003185 733130 497969 385301 67042 45626 1458238 1140290 189180 128768 667886 518479 88903 60504 67509 67509 246950 159707 87243 35653 35653 162103 162103 891819 888340 3479 43785 17514 26271 66244 66244 2679695 2679695 PROJECT EXPENSES 6681477 6681477 EQUIPMENT RENTAL AND MA 1183742 1183742 ATHLETIC PROGRAM 776989 776989 SUPPLIES 762246 687118 75128 1684369 1103990 316304 264075 29110710 25224344 2347274 1539092 600 600 17663636 19105765 4369502 2539649 885010 667863 7 224724 109882123 29595197 69136442 80286926 38204452 39832336 10978613 13049205 141808 10114 141380070 155717182 1449801 1323137 8631266 9427170 17412296 25803721 750000 750000 4868328 4990762 33111691 42294790 X 62192992 66107986 7004297 5503479 39071090 41810927 108268379 113422392 141380070 155717182 1189200 4239314 -274501 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55637482 937998 6056471 2956560 59675391 56240911 1084202 980187 2667818 55637482 50949495 448495 7822101 2979180 56240911 47601782 1285932 5230453 3168672 50949495 60136664 1517491 -11156904 2895469 47601782 0 0 14365153 14365153 58048361 16631479 41416882 6822299 5401296 1421003 30646310 7562422 23083888 80286926 LIMITED PARTNERSHIP INVESTMENTS 13049205 F 13049205 LIABILITIES IN EXCESS OF PENSION FUNDS 3993137 LINE OF CREDIT 997625 4990762 33961014 4239314 -233405 4005909 29955105 274501 70304 344805 30299910 28807001 39122 39122 28767879 342831 342831 29110710 PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT -37,955. BOOSTER CLUB EXPENSES -131,144. STUDENT ACTIVITY EXPENSES -64,306. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -39,122. NONCASH CONTRIBUTIONS 109,426. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 39,122. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT 37,955. BOOSTER CLUB EXPENSES 131,144. STUDENT ACTIVITY EXPENSES 64,306. NONCASH CONTRIBUTIONS 109,426. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 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 1 FINANCIAL AID 157 1750000 FAIR MARKET VALUE NONCASH REDUCTION OF STUDENT TUITION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: STUDENT'S TUITION IS DIRECTLY REDUCED BY SCHOLARSHIP GRANTED. 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 BRADFORD GIOIA 394491 0 0 0 0 0 70756 0 81297 0 546544 0 0 0 SAMUEL JACKSON 169000 0 0 0 0 0 12393 0 0 0 181393 0 0 0 RICHARD H SEAY JR 154000 0 0 0 0 0 9240 0 0 0 163240 0 0 0 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. A INDUSTRIAL DEVELOPMENT BOARD OF THE METROPOLITAN GOVERNMENT OF NASHVILLE 2010-12-23 30000000 CONSTRUCTION 0 0 0 MR G THOMAS CURTIS TRUSTEE 220815 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 3000000 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 X 1 2800 FAIR MARKET VALUE X 7035 FAIR MARKET VALUE X 64 543283 NET STOCK SALE VALUE LES X 76 15867 FAIR MARKET VALUE X EVENT TICKETS & GIFTS 37 54466 FAIR MARKET VALUE X SUPPLIES, MATERIALS, & EQUIPMENT 50 24525 FAIR MARKET VALUE X MILEAGE 5 300 IRS PUBLISHED RATES X INSURANCE PREMIUMS 1 328 FAIR MARKET VALUE X MISCELLANEOUS 4 4051 FAIR MARKET VALUE 0 0 0 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. OVERSIGHT AND REVIEW PROCESS FOR INDEPENDENT AUDIT FORM 990, PART XI, LINE 2C THE SCHOOL'S OVERSIGHT AND REVIEW PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.