2026-05-07T17:01:55-05:00 2025-06-30 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2024-07-01 431978408 THE MONTGOMERY ACADEMY FOUNDATION MONT 3342728210 3720 VAUGHN ROAD MONTGOMERY AL 36106 MILLIE HOUSTON CHAIRMAN 3342728210 2026-05-05 1 0 CHRISTINE K COOK P00537690 3348347660 2026-04-28 2024 2025-03-06 01:10:19Z MILLIE HOUSTON 3720 VAUGHN ROAD MONTGOMERY AL 36106 1537238 0 X N/A X 2002 AL PROVIDE FINANCIAL AND OTHER SUPPORT OF AND FOR THE MONGOMERY ACADEMY 13 13 0 13 0 0 148171 4700 0 0 569598 914866 0 0 717769 919566 3500 2174057 0 0 0 0 0 0 0 0 0 3500 2174057 714269 -1254491 6569913 5113848 0 0 6569913 5113848 PROVIDE FINANCIAL AND OTHER SUPPORT FOR THE MONTGOMERY ACADEMY 0 0 2174057 2174057 SUPPORT OF THE EDUCATIONAL PURPOSE OF MONTGOMERY ACADEMY 2174057 1 0 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 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 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 FORREST 3342728210 3240 VAUGHN ROAD MONTGOMERY AL 36106 HENRY H HUTCHINSON BOARD MEMBER 1.00 1.00 X 0 0 0 MILLIE HOUSTON CHAIRMAN 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 PETER SELMAN BOARD MEMBER 1.00 1.00 X 0 0 0 CLARK SAHLIE 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 STEPHEN DEES BOARD MEMBER 1.00 1.00 X 0 0 0 NANCY BRADFORD BOARD MEMBER 1.00 1.00 X 0 0 0 WILLIAM CRUM III BOARD MEMBER 1.00 1.00 X 0 0 0 ASHLEY MCDANIEL BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN MCWILLIAMS HEAD OF SCHOOL 1.00 40.00 X 0 216483 20516 DEREK DUBOSE CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 84207 12192 0 300690 32708 0 0 1 0 0 4700 4700 102538 102538 1430000 617672 812328 812328 812328 919566 0 0 914866 2151000 2151000 23057 23057 2174057 2174057 0 0 4634 1950 572 598 3865 3865 816108 96795 5744734 5010640 6569913 5113848 0 0 X 4578543 3017319 1991370 2096529 6569913 5113848 6569913 5113848 -1254491 -201574 0 X X 0 1 X 1 0 X X 1 THE MONTGOMERY ACADEMY INC 630401358 2 1 2151000 0 1 2151000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 6569913 4700 713290 23055 2151000 5113848 5655676 148170 769567 3500 0 6569913 5001987 14289 650041 3000 7641 5655676 6007099 13673 -1015785 3000 3000 5001987 4526492 16360 1473508 6000 3261 6007099 0.59000 0.41000 0 0 0 X PART V, LINE 4: SUPPORT THE EDUCATIONAL PURPOSES OF ITS SUPPORTED ORGANIZATION 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 3240 VAUGHN ROAD MONTGOMERY AL 36106 630401358 501(C)(3) 2151000 0 OPERATIONAL SUPPORT 1 0 SCHOLARSHIP 1 20000 FACULTY AWARD 1 3057 SCHEDULE I, PART I, LINE 2 THE FOUNDATION ONLY MAKES GRANTS TO ITS SUPPORTED ORGANIZATION AND RELATED EDUCATIONAL ENDEAVORS. WHILE THERE ARE NO OFFICIAL OVERSIGHT PROCEDURES FOR GRANTS, THE FOUNDATION MAINTAINS A CLOSE RELATIONSHIP WITH GRANTEES FOR THE PURPOSE OF RELAYING INFORMATION ABOUT THE GRANT AND ITS USES. 0 0 0 0 0 0 0 0 0 JOHN MCWILLIAMS HEAD OF SCHOOL 0 216483 0 0 0 0 0 15750 0 4766 0 236999 0 0 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 1 0 0 0 0