BRENTWOOD ACADEMY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRENTWOOD ACADEMY INC (EIN 62-0811952)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201413189349304586
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T12:34:24-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621036705 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGGART & ASSOCIATES PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 4TH AVE N STE 2150 | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 372192417 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620811952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENTWOOD ACADEMY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREN | BusinessNameControlTxt |
| Phone | 6153730611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 GRANNY WHITE PIKE | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD RAY MULLICAN JR | PersonNm |
| Person Title | ASSISTANT HEAD | PersonTitleTxt |
| Phone | 6153730611 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL F MURPHY | PreparerPersonNm |
| PTIN | P00900945 | PTIN |
| Phone | 6152526100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONALD RAY MULLICAN JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 GRANNY WHITE PIKE | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,841,953 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRENTWOODACADEMY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 264 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,178,408 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,658,231 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,408,378 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,805,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $701,123 | PYInvestmentIncomeAmt |
| CY Investment Income | $814,116 | CYInvestmentIncomeAmt |
| PY Other Revenue | $484,798 | PYOtherRevenueAmt |
| CY Other Revenue | $438,181 | CYOtherRevenueAmt |
| PY Total Revenue | $17,772,707 | PYTotalRevenueAmt |
| CY Total Revenue | $18,715,684 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,285,723 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,940,642 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $626,904 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,961,661 | PYOtherExpensesAmt |
| CY Other Expenses | $6,469,523 | CYOtherExpensesAmt |
| PY Total Expenses | $16,247,384 | PYTotalExpensesAmt |
| CY Total Expenses | $17,410,165 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,525,323 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,305,519 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,896,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,056,026 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,482,034 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,269,816 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,414,137 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,786,210 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL DEDICATED TO NURTURING AND CHALLENGING THE WHOLE PERSON - BODY, MIND, AND SPIRIT - TO THE GLORY OF GOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,365,153 | ExpenseAmt |
| Revenue | $16,137,915 | RevenueAmt |
| Desc | BRENTWOOD ACADEMY OFFERS A WIDE VARIETY OF PROGRAMS UNDER THE MAJOR PROGRAM SERVICE TITLE OF "ACADEMICS." APPROXIMATELY 810 STUDENTS ARE CURRENTLY SERVED BY THE ACADEMY. | Desc |
| Total Program Service Expenses | $13,365,153 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 85 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 264 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD RAY MULLICAN JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6153730611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 GRANNY WHITE PIKE | AddressLine1 |
| City | NASHVILLE | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| J MAC BROWN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN ADAMS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BARTLETT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL BURGIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JON BILLINGTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY BULLARD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF MOSELEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOURNEY JOHNSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MITZI RENFRO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON SHERIFF | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ROBERSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE HELTON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ROGERS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DARYL TERRY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CURT MASTERS | |||||||
| HEADMASTER | 40.00 | $282,705 | $0 | $26,317 | Yes (X) | ||
| RAY MULLICAN | |||||||
| ASSISTANT HEAD FOR FINANCE | 40.00 | $163,243 | $0 | $20,675 | Yes (X) | ||
| CODY WHITE | |||||||
| DIR/ATHLETICS | 40.00 | $141,270 | $0 | $18,871 | Yes (X) | ||
| NANCY BRASHER | |||||||
| MIDDLE SCHOOL DIRECTOR | 40.00 | $107,950 | $0 | $8,252 | Yes (X) | ||
| DAVID WOODALL | |||||||
| DIR/DEVELOPMENT | 40.00 | $123,433 | $0 | $4,851 | Yes (X) | ||
| PAUL COMPTON | |||||||
| UPPER SCHOOL DIRECTOR | 40.00 | $103,182 | $0 | $13,006 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $921,783 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,972 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN CONSTRUCTORS INC | |||||
| PO BOX 120129 | NASHVILLE | TN | 37212 | CONSTRUCTION | $2,756,641 |
| CHARTWELLS DINING SERVICES | |||||
| PO BOX 91337 | CHICAGO | IL | 60693 | FOOD SERVICES | $707,094 |
| STANSELL ELECTRIC | |||||
| 860 VISCO DRIVE | NASHVILLE | TN | 37210 | CONSTRUCTION | $241,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,658,231 | AllOtherContributionsAmt |
| Noncash Contributions | $256,026 | NoncashContributionsAmt |
| Total Contributions | $1,658,231 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $14,223,229 | $14,223,229 |
| AUXILIARY ACTIVITIES | 611710 | $1,269,344 | $1,269,344 |
| SUMMER SCHOOL & OTHER | 611710 | $312,583 | $312,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,805,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $743,101 | TotalRevenueColumnAmt |
| Exclusion | $743,101 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,750 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,750 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,750 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,976,788 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,905,773 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,015 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,015 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,015 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $396,933 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $220,496 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,437 | TotalRevenueColumnAmt |
| Exclusion | $176,437 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RECOVERY OF BAD DEBT | 900099 | $179,577 | $179,577 |
| CHANGE IN RATE SWAP VALUATION | 900099 | $68,417 | $68,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $247,994 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,715,684 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,137,915 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $919,538 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,211 | TotalAmt |
| Management And General | $441,951 | ManagementAndGeneralAmt |
| Fundraising | $23,260 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,137,037 | TotalAmt |
| Program Services | $5,954,819 | ProgramServicesAmt |
| Management And General | $1,858,634 | ManagementAndGeneralAmt |
| Fundraising | $323,584 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,451 | TotalAmt |
| Program Services | $385,839 | ProgramServicesAmt |
| Management And General | $102,890 | ManagementAndGeneralAmt |
| Fundraising | $25,722 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,441 | TotalAmt |
| Program Services | $914,580 | ProgramServicesAmt |
| Management And General | $243,888 | ManagementAndGeneralAmt |
| Fundraising | $60,973 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,502 | TotalAmt |
| Program Services | $453,377 | ProgramServicesAmt |
| Management And General | $120,900 | ManagementAndGeneralAmt |
| Fundraising | $30,225 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,243 | TotalAmt |
| Management And General | $35,243 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,654 | TotalAmt |
| Program Services | $469,379 | ProgramServicesAmt |
| Management And General | $6,275 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,857 | TotalAmt |
| Program Services | $226,517 | ProgramServicesAmt |
| Management And General | $543,200 | ManagementAndGeneralAmt |
| Fundraising | $163,140 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $983,690 | TotalAmt |
| Program Services | $983,690 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,650 | TotalAmt |
| Program Services | $118,650 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,607,915 | TotalAmt |
| Program Services | $1,607,915 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,038 | TotalAmt |
| Program Services | $145,038 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AUXILIARY PROGRAMS | $1,303,958 | $1,303,958 |
| DEPARTMENTAL EXPENSES | $417,111 | $417,111 |
| BAD DEBT EXPENSE | $215,892 | $215,892 |
| SUMMER SCHOOL/OTHER PRO | $168,388 | $168,388 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,127 | TotalAmt |
| Management And General | $65,127 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,410,165 | TotalAmt |
| Program Services | $13,365,153 | ProgramServicesAmt |
| Management And General | $3,418,108 | ManagementAndGeneralAmt |
| Fundraising | $626,904 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,351,931 | BOYAmt |
| EOY | $1,480,202 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,866 | BOYAmt |
| EOY | $1,284,692 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,199,477 | BOYAmt |
| EOY | $2,168,733 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,573 | BOYAmt |
| EOY | $316,054 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,004 | BOYAmt |
| EOY | $294,644 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,268 | BOYAmt |
| EOY | $168,219 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,635 | BOYAmt |
| EOY | $226,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,365,735 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,724,612 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,855,463 | BOYAmt |
| EOY | $33,641,123 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,381,277 | BOYAmt |
| EOY | $15,006,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,677 | BOYAmt |
| EOY | $469,146 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,896,171 | BOYAmt |
| EOY | $55,056,026 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,911,037 | BOYAmt |
| EOY | $1,190,199 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $947,425 | BOYAmt |
| EOY | $940,962 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,825,000 | BOYAmt |
| EOY | $6,420,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,572 | BOYAmt |
| EOY | $718,655 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,482,034 | BOYAmt |
| EOY | $9,269,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,351,696 | BOYAmt |
| EOY | $31,245,090 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,598,300 | BOYAmt |
| EOY | $12,056,149 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,464,141 | BOYAmt |
| EOY | $2,484,971 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,414,137 | BOYAmt |
| EOY | $45,786,210 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,896,171 | BOYAmt |
| EOY | $55,056,026 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,305,519 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,066,554 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,768,599 | BeginningYearBalanceAmt |
| Contributions | $20,830 | ContributionsAmt |
| Investment Earnings Or Losses | $1,602,947 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,127,555 | OtherExpendituresAmt |
| Administrative Expenses | $27,083 | AdministrativeExpensesAmt |
| End Year Balance | $13,237,738 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,134,389 | BeginningYearBalanceAmt |
| Contributions | $117,096 | ContributionsAmt |
| Investment Earnings Or Losses | $1,287,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $744,485 | OtherExpendituresAmt |
| Administrative Expenses | $26,096 | AdministrativeExpensesAmt |
| End Year Balance | $12,768,599 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,936,303 | BeginningYearBalanceAmt |
| Contributions | $26,974 | ContributionsAmt |
| Investment Earnings Or Losses | -$140,264 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $669,000 | OtherExpendituresAmt |
| Administrative Expenses | $19,624 | AdministrativeExpensesAmt |
| End Year Balance | $12,134,389 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,029,072 | BeginningYearBalanceAmt |
| Contributions | $31,039 | ContributionsAmt |
| Investment Earnings Or Losses | $945,033 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,062,247 | OtherExpendituresAmt |
| Administrative Expenses | $6,594 | AdministrativeExpensesAmt |
| End Year Balance | $12,936,303 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,797,676 | BeginningYearBalanceAmt |
| Contributions | $9,972,996 | ContributionsAmt |
| Investment Earnings Or Losses | $273,325 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,925 | AdministrativeExpensesAmt |
| End Year Balance | $13,029,072 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07640 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18770 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.73590 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,850,399 | OtherCostOrOtherBasisAmt |
| Book Value | $1,850,399 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,104,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,240,882 | DepreciationAmt |
| Book Value | $25,864,061 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,410,393 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,483,730 | DepreciationAmt |
| Book Value | $5,926,663 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,641,123 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $13,090,691 | F |
| FIXED INCOME MUTUAL FUNDS | $1,712,854 | F |
| OTHER SECURITIES | $203,222 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,006,767 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DINING SERVICE PROVIDER - LOAN | $23,000 |
| INTEREST RATE SWAP OBLIGATION | $695,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $718,655 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $20,002,734 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,066,554 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $220,496 | OtherRevenueAmt |
| Revenue Not Reported | $1,287,050 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,715,684 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,715,684 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,630,661 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $220,496 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $220,496 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,410,165 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,410,165 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 220,496. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 220,496. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ANNUAL HANDBOOK CONTAINS A SPECIFIC REFERENCE TO THE NONDISCRIMINATORY POLICY OF BRENTWOOD ACADEMY. IN ADDITION, THE ACADEMY PUBLICIZED ITS NONDISCRIMINATORY POLICY THROUGH MEDIA PUBLICATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ART SHOW | NameOfEvent1Amt |
| Gross Receipts Event1 | $258,633 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $258,633 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $181,621 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF EVENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $138,300 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $138,300 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $38,875 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $396,933 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $396,933 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $220,496 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $220,496 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $176,437 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CURT MASTERS | ||||||||||||||
| HEADMASTER | $282,705 | $0 | $0 | $0 | $0 | $0 | $17,850 | $0 | $8,467 | $0 | $309,022 | $0 | $0 | $0 |
| RAY MULLICAN | ||||||||||||||
| ASSISTANT HEAD FOR FINANCE | $163,243 | $0 | $0 | $0 | $0 | $0 | $11,489 | $0 | $9,186 | $0 | $183,918 | $0 | $0 | $0 |
| CODY WHITE | ||||||||||||||
| DIR/ATHLETICS | $141,270 | $0 | $0 | $0 | $0 | $0 | $10,551 | $0 | $8,320 | $0 | $160,141 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | UPON APPROVAL OF BOARD, SPOUSE AS NEEDED MAY ACCOMPANY HEADMASTER ON TRIPS. MEMBERSHIP FEES ASSOCIATED WITH LOCAL SERVICE ORGANIZATIONS IS PROVIDED. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INDUSTRIAL DEVELOPMENT BOARD OF WILLIAMSON COUNTY TENNESSEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 522018208 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2009-10-07 | BondIssuedDt |
| Issue Price | $7,925,000 | IssuePriceAmt |
| Purpose | REFUNDING BOND (ISSUED 9/01/2005) | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $7,925,000 | TotalProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | Yes (1) | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| CURT MASTERS | |||||||
| HEADMASTER | HOME | Yes (X) | $305,000 | $237,432 | 0 | Yes (1) | Yes (1) |
| CURT MASTERS | |||||||
| HEADMASTER | HOME EQUITY | Yes (X) | $80,000 | $57,212 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $294,644 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KRISTIN VAZQUEZ | |||
| DAUGHTER OF HEADMASTER | $55,998 | COMPENSATION FOR EMPLOYMENT AS FACULTY. | 0 |
| MICHAEL VAZQUEZ | |||
| SON-IN-LAW OF HEADMASTER | $56,280 | COMPENSATION FOR EMPLOYMENT AS FACULTY. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $248,526 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - PUB TRADED SEC | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PIANO | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | % OF APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FINANCE COMMITTEE IS PRESENTED WITH A COPY OF FORM 990 FOR REVIEW PRIOR TO ISSUANCE. THE FINANCE COMMITTEE HAS AUTHORITHY 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 HEADMASTER 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 HEADMASTER, AS WELL AS RESEARCH COMPARABLE COMPENSATION PACKAGES OF OTHER HEADMASTERS 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 AND 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 HEADMASTER. UPON AGREEMENT, THE REPORT AND ACTIONS WILL BE DELIVERED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES TO THE DIRECTOR OF BUSINESS AND FINANCE TO FILE AND ENACT. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL OF THE ABOVE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, 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. |