2015-01-28T14:29:52-06:00 2014-06-30 631035228 JACKSON THORNTON & CO PC P O BOX 96 MONTGOMERY AL 361010096 990 2013-07-01 431978408 THE MONTGOMERY ACADEMY FOUNDATION MONT 3342728210 3720 VAUGHN ROAD MONTGOMERY AL 36106 AMY D FORREST CHIEF FINANCIAL OFFICER 3342728210 2015-01-27 1 LUCINDA S CHAPPELLE P00187613 3348347660 2015-01-23 2013 2016-03-07 17:11:31Z AMY D FORREST 3720 VAUGHN ROAD MONTGOMERY AL 36106 93844 0 X N/A X 2002 AL PROVIDE FINANCIAL AND OTHER SUPPORT OF AND FOR THE MONGOMERY ACADEMY 13 13 0 0 0 0 6495 6665 0 0 77736 87179 0 0 84231 93844 0 0 0 0 0 0 0 0 0 129676 139566 129676 139566 -45445 -45722 3530065 4102230 0 0 3530065 4102230 PROVIDE FINANCIAL AND OTHER SUPPORT FOR THE MONTGOMERY ACADEMY 0 0 139566 SUPPORT OF THE EDUCATIONAL PURPOSE OF MONTGOMERY ACADEMY 139566 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 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 X 13 13 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 CHAIRMAN 1.00 X X 0 0 0 LEWIS GAYDEN BOARD MEMBER 1.00 X 0 0 0 EMILIE REID BOARD MEMBER 1.00 X 0 0 0 CLARK SAHLIE BOARD MEMBER 1.00 X 0 0 0 PETE TAYLOR BOARD MEMBER 1.00 X 0 0 0 TED GILES BOARD MEMBER 1.00 X 0 0 0 ALICE REYNOLDS BOARD MEMBER 1.00 X 0 0 0 INGE HILL JR BOARD MEMBER 1.00 X 0 0 0 SOMMERVILLE HILL BOARD MEMBER 1.00 X 0 0 0 SHANNON SPEIR BOARD MEMBER 1.00 X 0 0 0 HELEN WELLS BOARD MEMBER 1.00 X 0 0 0 KNOX KERSHAW BOARD MEMBER 1.00 X 0 0 0 OWEN ARONOV BOARD MEMBER 1.00 X 0 0 0 DAVE FARACE HEAD OF SCHOOL 1.00 X 0 202094 21729 AMY FORREST CHIEF FINANCIAL OFFICER 1.00 X 0 93085 7628 0 295179 29357 0 0 1 0 0 6665 6665 87179 87179 93844 0 0 87179 CONTRIBUTION TO MONTGOM 136066 136066 FACULTY AWARD 3500 3500 139566 139566 0 0 76572 26995 3865 3865 671349 612417 2778279 3458953 3530065 4102230 0 0 X 2710934 3143215 150660 290544 668471 668471 3530065 4102230 3530065 4102230 -45722 617887 0 X X 0 1 X 1 0 X X 0 0 0 THE MONTGOMERY ACADEMY INC 630401358 2 1 1 1 136066 1 136066 3786047 6665 703118 144478 4351352 3410534 6495 500527 131509 3786047 3498620 5045 44233 137364 3410534 3011306 2465 627414 142565 3498620 2775045 16620 368543 148902 3011306 0.76340 0.15360 0.08300 0 0 0 X 1 0 0 0 0 0 0 0 0 0 0 DAVE FARACE HEAD OF SCHOOL 0 181804 0 0 0 20290 0 13635 0 8094 0 223823 0 0 PART I, LINE 1A DAVE FARECE, HEAD OF SCHOOL, RECEIVES A HOUSING ALLOWANCE INCLUDED IN HIS TAXABLE COMPENSATION 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 11 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 THE PROCESS FOR REVIEWING THE 990 HAS NOT CHANGED SINCE THE PRIOR 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 136066 FMV