2024-03-26T13:16:46-05:00 2023-06-30 621036705 MAGGART & ASSOCIATES PC 1201 DEMONBREUN ST STE 1220 NASHVILLE TN 372033140 990 2022-07-01 620811952 BRENTWOOD ACADEMY BREN 6153730611 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 DONALD RAY MULLICAN JR ASSOCIATE HEAD OF SCHOOL 6153730611 2024-03-26 1 DONALD RAY MULLICAN JR 999009999 0 MICHAEL T HOLLAND P00101421 6152526100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONALD RAY MULLICAN JR 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 36434902 0 X WWW.BRENTWOODACADEMY.COM X 1969 TN BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL. 13 13 317 0 0 0 3159850 1533964 22033020 24305224 454565 657789 282612 337552 25930047 26834529 2441795 2586400 0 0 13307443 14537881 0 0 853568 8224362 9835858 23973600 26960139 1956447 -125610 50379157 51427293 6156654 6608810 44222503 44818483 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 20777319 2586400 24375300 BRENTWOOD ACADEMY OFFERS A WIDE VARIETY OF PROGRAMS UNDER THE MAJOR PROGRAM SERVICE TITLE OF "ACADEMICS." APPROXIMATELY 750 STUDENTS ARE CURRENTLY SERVED BY THE ACADEMY. 20777319 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 1 221 0 317 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 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 CURTIS MASTERS HEAD OF SCHOOL 40.00 X 523108 0 31487 DONALD RAY MULLICAN JR ASSOC HEAD OF SCHOOL-FINAN 40.00 X 230079 0 27857 WILLIAM D PREBLE ASSOC HEAD OF SCHOOL-ENROL 40.00 X 236300 0 17928 CODY WHITE DIR/ATHLETICS 40.00 X 172953 0 21990 SCOTT WELLS HISTORY/FOOTBALL/WRESTLING 40.00 X 209769 0 7563 FRANK A BRADSHAW ASSOC HEAD OF SCHOOL-US DI 40.00 X 141961 0 17191 CHRIS ALLEN TECHNOLOGY DIRECTOR 40.00 X 139273 0 10643 BUDDY BACON TRUSTEE 2.00 X 0 0 0 NATHAN BRANDON TRUSTEE 2.00 X 0 0 0 HENRY COLES JR TRUSTEE 2.00 X 0 0 0 JAKE EATON TRUSTEE 2.00 X 0 0 0 ROD FREEMAN TRUSTEE 2.00 X 0 0 0 JOHN GONAS TRUSTEE 2.00 X 0 0 0 BART JONES TRUSTEE 2.00 X 0 0 0 BILL KENNY TRUSTEE 2.00 X 0 0 0 SCOTT S LOUDERBACK TRUSTEE 2.00 X 0 0 0 EDDIE LUNN TRUSTEE 2.00 X 0 0 0 SHERRIE MOORE TRUSTEE 2.00 X 0 0 0 RHONDA SIMS TRUSTEE 2.00 X 0 0 0 JOSHUA B SMITHSON TRUSTEE 2.00 X 0 0 0 1653443 0 134659 18 0 1 0 FLIK (CHARTWELLS DINING SERVICES) PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 882579 ESA INC 1303 DEMONBREUN STREET SUITE 800 NASHVILLE TN 37203 ARCHITECTURE SERVICES 390866 THE BUDD GROUP 2325 S STRATFORD ROAD WINSTONSALEM NC 27103 JANITORIAL SERVICE 278044 THE PARKE COMPANY INC 7110 COCKRILL BEND BLVD NASHVILLE TN 37209 LAWN SERVICE 163375 STANSELL ELETRIC 860 VISCO DRIVE NASHVILLE TN 37210 ELECTRICAL REPAIR 127581 5 1533964 158594 1533964 TUITION & FEES 611710 21955295 21955295 AUXILIARY ACTIVITIES 611710 1511290 1511290 SUMMER SCHOOL & OTHER 611710 838639 838639 24305224 755299 755299 54975 0 54975 54975 54975 9416432 28385 9542327 0 -125895 28385 -97510 -97510 228012 58046 169966 169966 INTEREST RATE SWAP VALUATION 900099 59663 59663 RECOVERY OF BAD DEBT INCOME 900099 50000 50000 OTHER 900099 2948 2948 112611 26834529 24375300 0 925265 2586400 2586400 618205 587295 30910 10928708 8327484 2147176 454048 637781 478336 127556 31889 1573643 1180231 314729 78683 779544 584659 155909 38976 22728 22728 46657 46657 85713 24763 53424 7526 1312349 335716 857303 119330 1712847 1284635 393955 34257 105093 78820 24171 2102 2130870 1598152 490101 42617 246217 184663 56630 4924 AUXILIARY PROGRAMS 1892193 1892193 SUMMER SCHOOL/OTHER PRO 787656 787656 DEPARTMENTAL EXPENSES 749841 749841 BAD DEBT EXPENSE 669501 669501 74193 14269 51618 8306 26960139 20777319 5329252 853568 6056318 2042840 158366 119839 1071192 448066 342594 820877 100519 159214 271405 243433 60299468 31534378 29364614 28765090 12622700 18331949 391449 495985 50379157 51427293 1710083 1453902 1858268 3147252 2510000 1935000 78303 72656 6156654 6608810 X 33210772 34602071 11011731 10216412 44222503 44818483 50379157 51427293 -125610 721590 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7616145 240493 733339 1244789 1494 7343694 9819057 78543 -1074390 1205828 1237 7616145 8866763 18640 2139362 1202671 3037 9819057 10118431 56514 -113366 1187407 7409 8866763 10817488 23605 497459 1183856 36265 10118431 0.11600 0.44590 0.43810 1 0 1850399 1850399 36460146 16246798 20213348 6976684 5119949 1856735 15012239 10167631 4844608 28765090 MUTUAL FUNDS 3709765 F EXCHANGE-TRADED PRODUCTS 4124765 F OTHER SECURITIES 126623 F FIXED INCOME 10370796 F 18331949 LEASE LIABILITY 72656 72656 27614165 721590 58046 779636 26834529 0 26834529 27018185 58046 58046 26960139 0 26960139 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 58,046. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 58,046. 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 228012 228012 58046 228012 228012 58046 58046 169966 1 FINANCIAL AID 198 0 2586400 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 523108 0 0 0 0 0 20812 0 10675 0 554595 0 0 0 DONALD RAY MULLICAN JR ASSOC HEAD OF SCHOOL-FINAN 230079 0 0 0 0 0 16768 0 11089 0 257936 0 0 0 WILLIAM D PREBLE ASSOC HEAD OF SCHOOL-ENROL 236300 0 0 0 0 0 16324 0 1604 0 254228 0 0 0 CODY WHITE DIR/ATHLETICS 172953 0 0 0 0 0 11408 0 10582 0 194943 0 0 0 SCOTT WELLS HISTORY/FOOTBALL/WRESTLING 209769 0 0 0 0 0 6865 0 698 0 217332 0 0 0 FRANK A BRADSHAW ASSOC HEAD OF SCHOOL-US DI 141961 0 0 0 0 0 10066 0 7125 0 159152 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 29068 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 MICHAEL VAZQUEZ SON-IN-LAW OF HEAD OF SCHOOL 38689 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 PHILIP MASTERS SON OF HEAD OF SCHOOL 72952 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 X 7 158594 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 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.