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MONTGOMERY ACADEMY INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY ACADEMY INC (EIN 63-0401358)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-02-13
IRS object ID
201410449349301221
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-13T10:35:10-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN631035228EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JACKSON THORNTON & CO PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 96AddressLine1
CityMONTGOMERYCity
StateALState
ZIP Code361010096ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN630401358EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE MONTGOMERY ACADEMYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMONTNameControl
Phone3342728210Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13240 VAUGHN ROADAddressLine1
CityMONTGOMERYCity
StateALState
ZIP Code36106ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameAMY D FORRESTName
TitleCHIEF FINANCIAL OFFICERTitle
Phone3342728210Phone
Date Signed2014-02-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLUCINDA S BOLLINGERName
PTINP00187613PTIN
Phone3348347660Phone
Date Prepared2014-02-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonAMY D FORRESTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13240 VAUGHN ROADAddressLine1
CityMONTGOMERYCity
StateALState
ZIP Code36106ZIPCode
FieldValueIRS element (for citing)
Gross Receipts11677931GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MONTGOMERYACADEMY.ORGWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Year Formation1959YearFormation
State Legal DomicileALStateLegalDomicile
Activity Or Mission DescriptionCOLLEGE PREPARATORY SCHOOL, KINDERGARTEN THROUGH GRADE 12ActivityOrMissionDescription
Nbr Voting Members Governing Body22NbrVotingMembersGoverningBody
Nbr Independent Voting Members22NbrIndependentVotingMembers
Total Nbr Employees248TotalNbrEmployees
Total Nbr Volunteers75TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year757979ContributionsGrantsPriorYear
Contributions Grants Current Year636042ContributionsGrantsCurrentYear
Program Service Revenue Prior Year9871395ProgramServiceRevenuePriorYear
Program Service Revenue CY10411661ProgramServiceRevenueCY
Investment Income Prior Year842InvestmentIncomePriorYear
Investment Income Current Year-18451InvestmentIncomeCurrentYear
Other Revenue Prior Year128474OtherRevenuePriorYear
Other Revenue Current Year135388OtherRevenueCurrentYear
Total Revenue Prior Year10758690TotalRevenuePriorYear
Total Revenue Current Year11164640TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year6704190SalariesEtcPriorYear
Salaries Etc Current Year7009337SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year267980TotalFundrsngExpCurrentYear
Other Expense Prior Year5000423OtherExpensePriorYear
Other Expenses Current Year5021125OtherExpensesCurrentYear
Total Expenses Prior Year11704613TotalExpensesPriorYear
Total Expenses Current Year12030462TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-945923RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-865822RevenuesLessExpensesCY
Total Assets BOY27773935TotalAssetsBOY
Total Assets EOY26693377TotalAssetsEOY
Total Liabilities BOY16911989TotalLiabilitiesBOY
Total Liabilities EOY16705265TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY10861946NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY9988112NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF THE MONTGOMERY ACADEMY IS THE PURSUIT OF EXCELLENCE WITHIN THE FOUR MAJOR SPHERES OF ACADEMY LIFE: ACADEMICS, THE ARTS, ATHLETICS AND ACTIVITIES. IMPLICIT IN THIS IS THE EXISTENCE OF AN ENVIRONMENT IN WHICH STUDENTS ARE SIMULTANEOUSLY SUPPORTED AND CHALLENGED. THE ULTIMATE COMPONENT OF THIS MISSION IS TO ASSIST STUDENTS IN BECOMING ADULTS OF STRONG MORAL CHARACTER WHO CONTRIBUTE TO SOCIETY IN BOTH THEIR PROFESSIONAL AND COMMUNITY LIVES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense10057027Expense
Revenue10544402Revenue
DescriptionCOLLEGE PREPARATORY SCHOOL, KINDERGARTEN THROUGH GRADE 12Description
Total Program Service Expense10057027TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109617NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees248NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members22NbrVotingGoverningBodyMembers
Number Independent Voting Members22NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1AMY D FORRESTBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3342728210TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13240 VAUGHN ROADAddressLine1
CityMONTGOMERYCity
StateALState
ZIP Code36106ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
M CLARK SAHLIE
DIRECTOR - PRESIDENT1.00XX000
DORMAN WALKER
DIRECTOR - VICE PRESIDENT1.00XX000
RONNIE BROWN
DIRECTOR - TREASURER1.00XX000
SAMUEL ADAMS
DIRECTOR1.00X000
OWEN ARONOV
DIRECTOR1.00X000
CAROL BREWBAKER HODGES
DIRECTOR1.00X000
LEURA CANARY
DIRECTOR1.00X000
H LEE COPELAND
DIRECTOR1.00X000
LEWIS R GAYDEN
DIRECTOR1.00X000
SOMMERVILLE HILL
DIRECTOR1.00X000
MIKE JENKINS
DIRECTOR1.00X000
BRAD KATZ
DIRECTOR1.00X000
JIM LEONARD
DIRECTOR1.00X000
GILL MCKENZIE
DIRECTOR1.00X000
TEMPLE MILSAP
DIRECTOR1.00X000
SARAH MOORE
DIRECTOR1.00X000
LEE SELLERS
DIRECTOR1.00X000
ROLY SINGH
DIRECTOR1.00X000
RODNEY SMITH
DIRECTOR1.00X000
DEBBY SPAIN
DIRECTOR1.00X000
STACEY STAKELY
DIRECTOR1.00X000
PETE TAYLOR
DIRECTOR1.00X000
KAREN VISON
DIRECTOR1.00X000
DAVID J FARACE
HEAD OF SCHOOL40.00X206512014602
AMY D FORREST
CHIEF FINANCIAL OFFICER40.00X9091707506
FieldValueIRS element (for citing)
Total Reportable Comp From Org297429TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation22108TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions636042AllOtherContributions
Noncash Contributions372413NoncashContributions
Total Contributions636042TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION & FEES61171095603919560391
AUXILLIARY SERVICES611710595276595276
CAMPS & OTHER PROGRAMS611710170838170838
ATHLETIC REVENUE6117108515685156
FieldValueIRS element (for citing)
Total Program Service Revenue10411661TotalProgramServiceRevenue

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real9600Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real6953Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2647Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2647TotalRevenueColumn
Exclusion$2,647ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities487887Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities497880Securities
Other8458Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-9993Securities
Other-8458Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-18451TotalRevenueColumn
Exclusion-$18,451ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PUBLICATION REVENUE6117107311573115
MISCELLANEOUS6117105962659626
FieldValueIRS element (for citing)
Total Other Revenue132741TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column11164640TotalRevenueColumn
Related Or Exempt Function Income10544402RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$15,804ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total322620Total
Program Services119369ProgramServices
Management And General161310ManagementAndGeneral
Fundraising41941Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total5685910Total
Program Services5048029ProgramServices
Management And General523108ManagementAndGeneral
Fundraising114773Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total60974Total
Program Services22560ProgramServices
Management And General30488ManagementAndGeneral
Fundraising7926Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total524443Total
Program Services502670ProgramServices
Management And General18458ManagementAndGeneral
Fundraising3315Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total415390Total
Program Services364160ProgramServices
Management And General40877ManagementAndGeneral
Fundraising10353Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total7500Total
Management And General7500ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total23500Total
Management And General23500ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total90515Total
Program Services4571ProgramServices
Management And General77499ManagementAndGeneral
Fundraising8445Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total91525Total
Program Services52993ProgramServices
Management And General33605ManagementAndGeneral
Fundraising4927Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total855955Total
Program Services791763ProgramServices
Management And General64192ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total17971Total
Management And General17971ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total319084Total
Management And General319084ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1232972Total
Program Services1135957ProgramServices
Management And General97015ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total103786Total
Program Services56469ProgramServices
Management And General47317ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
AUXILLARY SERVICES739410739410
TUITION ASSISTANCE426024426024
DEPARTMENT EXPENSES236435236435
ATHLETIC EXPENSE138192138192

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total738256Total
Program Services418425ProgramServices
Management And General243531ManagementAndGeneral
Fundraising76300Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total12030462Total
Program Services10057027ProgramServices
Management And General1705455ManagementAndGeneral
Fundraising267980Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2601340BOY
EOY3134502EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY203006BOY
EOY101728EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1611250BOY
EOY955500EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY187228BOY
EOY105784EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY184944BOY
EOY238048EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY158420BOY
EOY39572EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis37272377LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec15601886LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY22776851BOY
EOY21670491EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY197726EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY50896BOY
EOY250026EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY27773935BOY
EOY26693377EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1192890BOY
EOY1478266EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY4030800BOY
EOY3996473EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY11200898BOY
EOY10780291EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY279917BOY
EOY232626EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY207484BOY
EOY217609EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY16911989BOY
EOY16705265EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY10812707BOY
EOY9947105EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY49239BOY
EOY41007EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10861946BOY
EOY9988112EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY27773935BOY
EOY26693377EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-865822ReconcilationRevenueExpenses
Reconcilation Other Changes-8012ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis3826565OtherCostOrOtherBasis
Book Value3826565BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis28849735OtherCostOrOtherBasis
Depreciation12323040Depreciation
Book Value16526695BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis3960353OtherCostOrOtherBasis
Depreciation2859516Depreciation
Book Value1100837BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis635724OtherCostOrOtherBasis
Depreciation419330Depreciation
Book Value216394BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings21670491TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO AGENCIESDescription
Amount$217,609Amount
FieldValueIRS element (for citing)
Total Of Amounts217609TotalOfAmounts

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received0GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONIdentifier
Return ReferenceSCHEDULE E, PART I, LINE 3ReturnReference
ExplanationPUBLISHED IN LOCAL MONTGOMERY PAPER -(MONTGOMERY ADVERTISER)Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required0SubstantiationRequired
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonDAVID J FARACENamePerson
TitleHEAD OF SCHOOLTitle
Base Compensation Filing Org186378BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org20134OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org6698DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org7904NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org221114TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1THE MONTGOMERY ACADEMYBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN630401358IssuerEIN
Date Issued2007-01-01DateIssued
Issue Price8000000IssuePrice
Description Of PurposeCONSTRUCTIONDescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer1OnBehalfOfIssuer
Pool Financing0PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Year Of Subst Completion2008YearOfSubstCompletion
Current Refunding0CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made0FinalAllocationMade
Adequate Books And Recds Maintaind0AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedProperty
Any Lease Arrangements0AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty0MngmentCntrctBondFinancdPrprty
Any Research Agreements0AnyResearchAgreements
Bond Iss Meet Prvt Security Pay Test0BondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed Prop0ChangeInUseBondFinancedProp
Non Qualified Bond Remed Procdrs0NonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiled
Rebate Not Due Yet0RebateNotDueYet
Exception To Rebate0ExceptionToRebate
No Rebate Due0NoRebateDue
Variable Rate Issue0VariableRateIssue
Hedge Identified In Books And Recds0HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Written Proc To Monitor Reqs0WrittenProcToMonitorReqs

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions8NumberOfContributions
Noncash Contribs Rptd F990372413NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 8BCOMMITTEES 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 11THE 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 IS HAS OBTAINED THROUGH THE AUDIT AND REVIEWED WITH THE AUDIT COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 12CEACH 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 B, LINE 15ATHE HEADMASTER'S SALARY IS DETERMINED BY USING BENCHMARK DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND NEGOTIATIONS BETWEEN THE HEADMASTER AND THE BOARD PRESIDENT, VICE PRESIDENT AND TREASURER.
FORM 990, PART VI, SECTION C, LINE 19THE 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 XI, LINE 9:ADJUSTMENT TO NET ASSETS FOR AUXILLARY ORGANIZATION LOSSES -8,012.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990; PART XII, LINE 2CTHIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1THE MONTGOMERY ACADEMY FOUNDATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13720 VAUGHN ROADAddressLine1
CityMONTGOMERYCity
StateALState
ZIP Code36106ZIPCode
FieldValueIRS element (for citing)
EIN431978408EIN
Primary ActivitiesTO SUPPORT THE EDUCATIONAL PURPOSE OF THE MONTGOMERY ACADEMYPrimaryActivities
Legal Domicile StateALLegalDomicileState
Exempt Code Section501(C)3ExemptCodeSection
Public Charity Status509(A)(3) TYPE 1PublicCharityStatus
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1THE MONTGOMERY ACADEMY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved122091AmountInvolved
Method Of Amt DeterminationFMVMethodOfAmtDetermination