2011-11-11T08:42:15-06:00 2011-06-30 MAGGART & ASSOCIATES PC 150 4TH AVE N STE 2150 NASHVILLE TN 372192417 990 2010-07-01 620811952 BRENTWOOD ACADEMY BREN 6153730611 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 DONALD RAY MULLICAN JR 6153730611 2011-11-10 1 MICHAEL F MURPHY 6152526100 2010 2016-02-24 21:20:13Z DONALD RAY MULLICAN JR 340 STABLE ROAD FRANKLIN TN 37069 22453932 0 X WWW.BRENTWOODACADEMY.COM X 1969 TN BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL. 14 14 235 0 0 0 12620081 661851 13279014 14396300 332412 462238 199263 355009 26430770 15875398 0 0 0 0 8192429 9022912 0 0 488912 7006392 7604265 15198821 16627177 11231949 -751779 53235088 49165789 14026524 10010441 39208564 39155348 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. 0 0 13540394 14554662 BRENTWOOD ACADEMY OFFERS A WIDE VARIETY OF PROGRAMS UNDER THE MAJOR PROGRAM SERVICE TITLE OF "ACADEMICS." APPROXIMATELY 760 STUDENTS ARE CURRENTLY SERVED BY THE ACADEMY. 13540394 1 1 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 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 81 0 235 1 0 0 0 0 0 0 0 0 0 0 X 14 14 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 J MAC BROWN X 0 0 0 BUDDY BACON X 0 0 0 CORINNE BARFIELD X 0 0 0 STUART DILL X 0 0 0 HOLLY DOBBERPUHL X 0 0 0 MARK GRAHAM X 0 0 0 MICKEY JACOBS X 0 0 0 JOURNEY JOHNSON X 0 0 0 MITZI RENFRO X 0 0 0 PAT RALLS X 0 0 0 CARL STOREY X 0 0 0 ALAN WHORTON X 0 0 0 GLENN WILSON X 0 0 0 DARYL TERRY X 0 0 0 CURT MASTERS 40.00 X 259876 0 24292 RAY MULLICAN 40.00 X 140752 0 16304 RALPH POTTER 40.00 X 138163 0 16511 J MARK MCFERRAN 40.00 X 113298 0 8354 FLOYD ELLIOTT 40.00 X 0 99711 11227 652089 0 65461 4 0 1 0 CHARTWELLS DINING SERVICES PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 466476 1 661851 661851 TUITION & FEES 611710 13257010 13257010 AUXILIARY ACTIVITIES 611710 997355 997355 SUMMER SCHOOL & OTHER 611710 141935 141935 14396300 452116 452116 15000 15000 15000 15000 6356816 6339819 6875 16997 -6875 10122 10122 438609 231840 206769 206769 CHANGE IN RATE SWAP VA 900099 132109 132109 OTHER SOURCE 900099 1131 1131 133240 15875398 14554662 0 658885 439230 417268 21962 6795753 5311206 1259249 225298 410196 307647 82039 20510 863605 647704 172720 43181 514128 385596 102826 25706 178 178 31888 31888 479999 470478 9521 804264 197208 454801 152255 939629 939629 193444 193444 1550646 1550646 118217 118217 ACADEMIC PROGRAMS 1783559 1783559 AUXILIARY PROGRAMS 1110199 1110199 DEPARTMENTAL EXPENSES 362152 362152 SUMMER SCHOOL & OTHER P 162709 162709 UTILITIES & TELEPHONE 55310 55310 12071 12071 16627177 13540394 2597871 488912 1969185 2022729 378921 14587492 1552069 190443 266175 292388 363730 96219 141939 264449 143257 42264288 13182299 29939905 29081989 2552720 2067011 2955256 12759463 387031 388506 53235088 49165789 947599 997300 683471 721296 11525000 7565000 870454 726845 14026524 10010441 X 21659253 24771741 15260279 12063536 2289032 2320071 39208564 39155348 53235088 49165789 X -751779 698563 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13029072 31039 945033 1062247 6594 12936303 2797676 9972996 273325 14925 13029072 3011272 268089 -469053 12632 2797676 0.02180 0.17930 0.79890 1 0 1850399 1850399 30601365 5814601 24786764 9812524 7367698 2444826 29081989 MUTUAL FUNDS 11266073 F FIXED INCOME MUTUAL FUNDS 1033908 F INTERNATIONAL MUTUAL FUNDS 200000 F BONDS 259482 F 12759463 DINING SERVICE PROVIDER - LOAN 57500 INTEREST RATE SWAP OBLIGATION 669345 726845 15875398 16627177 -751779 698563 698563 -53216 16805801 698563 231840 930403 15875398 0 15875398 16859017 231840 231840 16627177 0 16627177 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 231,840. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 231,840. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE ANNUAL HANDBOOK CONTAINS A SPECIFIC REFERENCE TO THE NONDISCRIMINATORY POLICY OF BRENTWOOD ACADEMY. FURTHER EXPLANATION REGARDING THIS REQUIREMENT IS PROVIDED ON SCHEDULE O. ART SHOW 213597 0 213597 147764 SOIREE 139652 0 139652 55794 1 85360 0 85360 28282 438609 438609 231840 231840 206769 X X 1 1 X X X 0 0 0 0 0 0 0 0 0 CURT MASTERS 259876 0 0 0 0 0 17544 0 6748 0 284168 0 258049 0 RAY MULLICAN 140752 0 0 0 0 0 9823 0 6481 0 157056 0 143353 0 RALPH POTTER 138163 0 0 0 0 0 10005 0 6506 0 154674 0 146393 0 PART I, LINE 1A UPON APPROVAL OF BOARD, SPOUSE AS NEEDED MAY ACCOMPANY HEADMASTER ON TRIPS. MEMBERSHIP FEES ASSOCIATED WITH LOCAL SERVICE ORGANIZATIONS IS PROVIDED. THE INDUSTRIAL DEVELOPMENT BOARD OF WILLIAMSON COUNTY TENNESSEE 522018208 NONEAVAIL 2009-10-07 7925000 REFUNDING BOND (ISSUED 9/01/2005) 0 0 0 7925000 1 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 CURT MASTERS HEADMASTER X 305000 260858 0 1 1 CURT MASTERS HEADMASTER X 50000 25000 0 1 1 CURT MASTERS HEADMASTER X 80000 77872 0 1 1 363730 KRISTIN VAZQUEZ DAUGHTER OF HEADMASTER 63395 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 MICHAEL VAZQUEZ SON-IN-LAW OF HEADMASTER 52837 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 698,563. 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.