2020-06-25T11:26:04-05:00 2019-06-30 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2018-07-01 431978408 THE MONTGOMERY ACADEMY FOUNDATION MONT 3342728210 3720 VAUGHN ROAD MONTGOMERY AL 36106 MILLIE HOUSTON BOARD PRESIDENT 3342728210 2020-06-15 1 CHRISTINE K COOK P00537690 3348347660 2020-06-15 142.154.130.164 2020-06-15 10:58:54 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2021-01-29 14:40:06Z MILLIE HOUSTON 3720 VAUGHN ROAD MONTGOMERY AL 36106 116514 0 X N/A X 2002 AL PROVIDE FINANCIAL AND OTHER SUPPORT OF AND FOR THE MONGOMERY ACADEMY 14 14 0 14 0 0 9500 11290 0 0 252803 105136 0 0 262303 116426 615756 178091 0 0 0 0 0 0 0 0 0 615756 178091 -353453 -61665 4250403 4324426 0 0 4250403 4324426 PROVIDE FINANCIAL AND OTHER SUPPORT FOR THE MONTGOMERY ACADEMY 0 0 178091 178091 SUPPORT OF THE EDUCATIONAL PURPOSE OF MONTGOMERY ACADEMY 178091 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X AMY D FORREST 3342728210 3240 VAUGHN ROAD MONTGOMERY AL 36106 HENRY H HUTCHINSON BOARD MEMBER 1.00 1.00 X 0 0 0 RONNIE BROWN BOARD MEMBER 1.00 1.00 X 0 0 0 EMILIE REID BOARD MEMBER 1.00 1.00 X 0 0 0 MILLIE HOUSTON PRESIDENT 1.00 1.00 X X 0 0 0 ANDY WEIL BOARD MEMBER 1.00 1.00 X 0 0 0 CHARLIE HARRIS BOARD MEMBER 1.00 1.00 X 0 0 0 ALEX CAROTHERS BOARD MEMBER 1.00 1.00 X 0 0 0 PETER SELMAN BOARD MEMBER 1.00 1.00 X 0 0 0 STEVE DAVIDSON BOARD MEMBER 1.00 1.00 X 0 0 0 CLARK SAHLIE BOARD MEMBER 1.00 1.00 X 0 0 0 INGE HILL JR BOARD MEMBER 1.00 1.00 X 0 0 0 KNOX KERSHAW BOARD MEMBER 1.00 1.00 X 0 0 0 SHANNON SPEIR BOARD MEMBER 1.00 1.00 X 0 0 0 ELLEN BROOKS BOARD MEMBER 1.00 1.00 X 0 0 0 AMY FORREST CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 101099 12131 JOHN MCWILLIAMS HEAD OF SCHOOL 1.00 40.00 X 0 126055 14757 0 227154 26888 0 0 0 0 0 11290 11290 105224 105224 88 -88 -88 -88 116426 0 0 105136 172225 172225 5866 5866 178091 178091 0 0 1356 1605 3865 3865 398737 248765 0 550 3846445 4069641 4250403 4324426 0 0 X 2986632 3039377 495300 1285049 768471 0 4250403 4324426 4250403 4324426 -61665 135688 0 X X 0 1 X 1 0 X X 1 THE MONTGOMERY ACADEMY INC 630401358 2 1 172225 0 1 172225 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4250403 11288 240824 178091 4324424 4562132 9500 454670 775899 4250403 4209816 11410 523350 182444 4562132 4344833 113775 -100037 148755 4209816 4351352 7460 142457 156436 4344833 0.70280 0.29720 0 0 0 X PART X, LINE 2: MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THE ACADEMY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. 0 THE MONTGOMERY ACADEMY INC 3240 VAUGHN ROAD MONTGOMERY AL 36106 630401358 501(C)(3) 172225 SUPPORT EDUCATIONAL PURPOSE OF MONTGOMERY ACADEMY 1 0 SCHOLARSHIPS 2 5866 SCHEDULE I, PART I, LINE 2 THE FOUNDATION ONLY MAKES GRANTS TO ITS SUPPORTED ORGANIZATION. WHILE THERE ARE NO OFFICIAL OVERSIGHT PROCEDURES FOR GRANTS, THE FOUNDATION AND ITS SUPPORTED ORGANIZATION MAINTAIN A CLOSE RELATIONSHIP FOR THE PURPOSES OF RELAYING INFORMATION ABOUT THE OPERATIONS OF THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES MAKE MONTHLY ORAL REPORTS AT THE ORGANIZATION'S BOARD MEETING. THESE REPORTS ARE MEMORIALIZED IN WRITTEN MINUTES OF EACH BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OPERATES AS THE AUDIT COMMITTEE. IT MEETS ANNUALLY WITH THE AUDIT FIRM TO REVIEW THE AUDITED FINANCIAL STATEMENTS IN DETAIL. THE AUDIT FIRM THEN PREPARES THE FORM 990 FROM THE INFORMATION IT HAS OBTAINED THROUGH THE AUDIT AND REVIEWED WITH THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS ASKED TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY EVERY YEAR. THIS PUTS THE BOARD MEMBER ON NOTICE OF THEIR CONTINUING OBLIGATION THROUGHOUT THE YEAR. A PRESENTATION ON THE CONFLICT OF INTEREST POLICY IS GIVEN AT THE ANNUAL BOARD RETREAT. NEW MEMBERS ARE INSTRUCTED ON THE POLICY AS PART OF THEIR NEW MEMBER ORIENTATION. THROUGH OUT THE YEAR, ATTENTION IS PAID TO IDENTIFY POTENTIAL CONFLICTS THAT WOULD PREVENT A BOARD MEMBER FROM VOTING ON A MATTER. IF SUCH A MATTER ARISES, THE BOARD MEMBER ABSTAINS FROM THE VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC PORTION OF FORM 990 IS AVAILABLE UPON WRITTEN REQUEST TO ANYONE WHO REQUESTS A COPY. IT CAN ALSO BE FOUND ON VARIOUS WEBSITES ON THE INTERNET. THE 990 IS PREPARED USING AUDITED FINANCIAL STATEMENTS. ALL FINANCIAL INFORMATION IS AVAILABLE THROUGH THAT DOCUMENT. OTHER DOCUMENTS ARE NOT REQUIRED BY LAW TO BE PUBLICLY AVAILABLE. FORM 990; PART XII, LINE 2C NEITHER THE OVERSIGHT OR SELECTION PROCESS WAS CHANGED DURING THE CURRENT YEAR. THE MONTGOMERY ACADEMY 3420 VAUGHN ROAD MONTGOMERY AL 36106 630401358 EDUCATION AL 501 (C) 3 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE MONTGOMERY ACADEMY INC B 172225 FMV