2011-03-01T17:56:10-06:00 2010-06-30 RAYBURN BATES & FITZGERALD PC 5200 MARYLAND WAY SUITE 300 BRENTWOOD TN 37027 990 2009-07-01 620513741 MONTGOMERY BELL ACADEMY OF THE UNIVERSITY OF NASHVILLE MONT 6152985514 4001 HARDING ROAD NASHVILLE TN 37205 Sam Jackson 6152985514 2011-03-01 1 C Thomas Bates 6156617878 2009 2016-02-24 21:20:13Z Sam Jackson 4001 HARDING ROAD NASHVILLE TN 37205 73390116 0 X WWW.MONTGOMERYBELL.EDU X 1806 TN Operation of Boys School Grades 7-12 43 43 141 0 0 0 14455777 9977299 14320063 15006066 -3032609 5087174 106973 40964 25850204 30111503 1198205 1419680 0 13150714 11385999 0 1376936 6389260 11173312 20738179 23978991 5112025 6132512 102959462 111040709 13749726 15408156 89209736 95632553 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 19546711 15534103 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. 585972 371702 ATHLETICS PROGRAM - GRADES 7-12 STUDENTS PARTICIPATE IN INTERMURAL AND INTERSCHOLASTIC SPORTS INCLUDING BASEBALL, BASKETBALL, FOOTBALL, SOCCER, GOLF, TRACK, SWIMMING, AND WRESTLING 20132683 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 37 0 141 1 0 0 0 0 0 1 1 0 43 43 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 TN X X X Sam Jackson 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 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 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 GEORGE B MCGUGIN 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 JOHN PG THOMPSON 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 STEVEN M ZAGER 1.00 X 0 0 0 P RHOADS ZIMMERMAN 1.00 X 0 0 0 BRADFORD GIOIA 50.00 X X X 398272 0 27074 JENNIFER HANNON 40.00 X 115000 0 11367 JAMES TILLMAN 40.00 X 179000 0 14200 PETER THURMOND 40.00 X 144000 0 17040 SAMUEL JACKSON 40.00 X 160000 0 11025 Scott O'Neal 40.00 X 120000 0 13062 1116272 0 93768 7 0 1 0 0 9977299 346671 9977299 Tuition and Fees 611710 13872398 13872398 Food Service 611710 613646 613646 Athletics 611710 371702 371702 Book Store Income 611710 124813 124813 Student Activities 611710 23507 23507 15006066 913036 913036 110212 123509 -13297 -13297 -13297 47329242 43155104 4174138 4174138 4174138 54261 54261 54261 30111503 15905805 0 4228399 1419680 1419680 425346 42535 255207 127604 8207824 6548804 1065549 593471 948640 742240 133027 73373 1244439 950117 190382 103940 559750 428316 85710 45724 51298 51298 142195 121143 21052 32315 32315 164836 164836 665558 659426 6132 26764 5353 21411 115044 115044 1545742 1545742 Project Expenses 4479307 4479307 Equipment Rental and Ma 1372680 1372680 Food Service Expense 586245 586245 Athletic Program 585972 585972 Supplies 490624 490624 914732 165951 358420 390361 23978991 20132683 2469372 1376936 599 600 20657643 23617054 1523831 2253839 1222444 1064297 1317 207150 61999528 22819103 36320751 39180425 31900403 35504400 11333791 9211627 102959462 111040709 1298984 1982418 7437268 7654256 750000 750000 4263474 5021482 13749726 15408156 X 44389289 47397102 11310196 10579666 33510251 37655785 89209736 95632553 102959462 111040709 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47601782 1285932 5230453 3168672 50949495 60136664 1517491 -11156904 2895469 47601782 0 0 13367529 13367529 31952974 12434192 19518782 4998603 4435796 562807 11680422 5949115 5731307 39180425 LIMITED PARTNERSHIP INVESTMENTS 9211627 F 9211627 Line of Credit 3029890 Deposits 36364 LIABILITIES IN EXCESS OF PENSION FUNDS 1955228 5021482 30111503 23978991 6132512 162956 127349 290305 6422817 26442903 162949 127348 124090 414387 26028516 4082987 4082987 30111503 20020087 124083 124083 19896004 4082987 4082987 23978991 Part XII, Line 2d - Other Adjustments: RENTAL EXPENSES: 123509. OTHER EXPENSES: 581. Part XII, Line 4b - Other Adjustments: NET ASSETS RELEASED FROM RESTRICTION : 3750540. BAD DEBT EXPENSE: 100765. BOOSTER CLUB EXPENSES: 176451. STUDENT ACTIVITY EXPENSES: 55231. Part XIII, Line 2d - Other Adjustments: RENTAL EXPENSES: 123509. OTHER EXPENSES: 574. Part XIII, Line 4b - Other Adjustments: NET ASSETS RELEASED FROM RESTRICTION: 3750540. BAD DEBT EXPENSE: 100765. BOOSTER CLUB EXPENSES: 176451. STUDENT ACTIVITY EXPENSES: 55231. 1 1 1 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 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 FINANCIAL AID FMV 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. Other Information: Part IV: 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 0 0 0 0 0 0 0 0 BRADFORD GIOIA 398272 0 0 0 0 0 27074 0 0 0 425346 0 0 0 JAMES TILLMAN 179000 0 0 0 0 0 14200 0 0 0 193200 0 0 0 PETER THURMOND 144000 0 0 0 0 0 17040 0 0 0 161040 0 0 0 SAMUEL JACKSON 160000 0 0 0 0 0 11025 0 0 0 171025 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. BRAD GIOIA EMPLOYEE LOAN X 48000 1317 0 0 1 1317 MR G THOMAS CURTIS TRUSTEE 314622 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 509844 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 2000 COST, COMPARABLE SALES X 24718 COST, COMPARABLE SALES X 26 404354 NET STOCK SALE VALUE LES X 27 4543 COST X ATHLETIC SUPPLIES & EQUIPMENT 9 2681 COST X ACADEMIC SUPPLIES & EQUIPMENT 19 2136 COST X MILEAGE 2 260 IRS PUBLISHED RATES X INSURANCE PREMIUMS 2 733 COST X EVENT TICKETS, PASSES & GIFT CERTIFICATES 33 17809 COST X OTHER NONCASH CONTRIBUTIONS 7 4856 COST, COMPARABLE SALES 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. FORM 990, PART XI, LINE 2C OVERSIGHT AND REVIEW PROCESS FOR INDEPENDENT AUDIT THE SCHOOL'S OVERSIGHT AND REVIEW PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.