2026-04-29T09:19:43-05:00 2025-06-30 275360847 CROSSLIN PLLC 107 KENNER AVENUE NASHVILLE TN 37205 990 2024-07-01 620513741 MONTGOMERY BELL ACADEMY OF THE UNIVERSITY OF NASHVILLE MONT 6152985514 4001 HARDING ROAD NASHVILLE TN 37205 VICKI MATTHEWS CHIEF FINANCIAL OFFICER 6152985514 2026-04-29 1 1 RODNEY C BROWER P00168898 6153205500 2024 2025-03-06 01:10:19Z VICKI MATTHEWS 4001 HARDING ROAD NASHVILLE TN 37205 46565912 0 X WWW.MONTGOMERYBELL.EDU X 1806 TN OPERATION OF BOYS SCHOOL GRADES 7-12. 56 43 446 100 0 94811 13098309 9663201 32842814 33938968 8819765 2650239 238769 99566 54999657 46351974 3659481 4134995 0 0 18500440 19523208 0 0 2951296 23527518 22763388 45687439 46421591 9312218 -69617 342677338 354214574 43182523 42471912 299494815 311742662 MONTGOMERY BELL ACADEMY OFFERS YOUNG MEN AN EXEMPLARY COLLEGE PREPARATORY EXPERIENCE, ASSISTING THEM TO BE "GENTLEMEN, SCHOLARS, AND ATHLETES AND YOUNG MEN OF WISDOM AND MORAL INTEGRITY WHO WILL MAKE SIGNIFICANT CONTRIBUTIONS TO SOCIETY. 0 0 35268975 4134995 32451167 OPERATION OF A SCHOOL FOR BOYS, GRADES 7-12. THE SCHOOL HAS AN ENROLLMENT OF OVER 700 STUDENTS. THE EDUCATION CURRICULUM INCLUDES MATH, ENGLISH, HISTORY, SCIENCE, FOREIGN LANGUAGES, AND FINE ARTS. 2225910 1487801 ATHLETICS PROGRAM- GRADES 7-12 STUDENTS PARTICIPATE IN INTERMURAL AND INTERSCHOLASTIC SPORTS INCLUDING BASEBALL, BASKETBALL, FOOTBALL, SOCCER, GOLF, TRACK, SWIMMING, AND WRESTLING. 37494885 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 96 0 446 1 1 1 0 0 0 0 0 0 0 0 0 X 56 43 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 TN X X X VICKI MATTHEWS 6153695306 4001 HARDING ROAD NASHVILLE TN 37205 WILLIAM F CARPENTER III CHAIRMAN 1.00 X X 0 0 0 WILLIAM T DELAY VICE CHAIRMAN 1.00 X X 0 0 0 BENJAMIN T MAY TREASURER 1.00 X X 0 0 0 CLAY T JACKSON SECRETARY 1.00 X X 0 0 0 CARTER PAINE TRUSTEE 1.00 X 0 0 0 ADMIRAL J WILSON PRUEHER TRUSTEE 1.00 X 0 0 0 WILLIAM H HAWKINS TRUSTEE 1.00 X 0 0 0 H LEE BARFIELD II TRUSTEE 1.00 X 0 0 0 ALLEN P MCDANIEL TRUSTEE 1.00 X 0 0 0 DUDLEY W WARNER II TRUSTEE 1.00 X 0 0 0 ROBERT C BRANNON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER C WHITSON TRUSTEE 1.00 X 0 0 0 DAVID B INGRAM TRUSTEE 1.00 X 0 0 0 WILLIAM W HASTINGS TRUSTEE 1.00 X 0 0 0 DAVID G MCCLELLAN TRUSTEE 1.00 X 0 0 0 G EDWARD POWELL JR TRUSTEE 1.00 X 0 0 0 EDWARD N GEORGE JR TRUSTEE 1.00 X 0 0 0 DR CARL C AWH TRUSTEE 1.00 X 0 0 0 BYRON W SMITH TRUSTEE 1.00 X 0 0 0 J BARRY BANKER TRUSTEE 1.00 X 0 0 0 BLAIR J WILSON TRUSTEE 1.00 X 0 0 0 WILLIAM M WILSON TRUSTEE 1.00 X 0 0 0 BETH H HARWELL TRUSTEE 1.00 X 0 0 0 BENJAMIN D S GAMBILL III TRUSTEE 1.00 X 0 0 0 BEN S GAMBILL JR TRUSTEE 1.00 X 0 0 0 JAMES L FLAUTT TRUSTEE 1.00 X 0 0 0 ANDREA CARLTON TRUSTEE 1.00 X 0 0 0 R WALTER HALE III TRUSTEE 1.00 X 0 0 0 JAMES L CHANDLER JR TRUSTEE 1.00 X 0 0 0 J HANLEY SAYERS JR TRUSTEE 1.00 X 0 0 0 P RHOADS ZIMMERMAN TRUSTEE 1.00 X 0 0 0 VARINA F BUNTIN TRUSTEE 1.00 X 0 0 0 G THOMAS CURTIS TRUSTEE 1.00 X 0 0 0 TIM W DOWNEY TRUSTEE 1.00 X 0 0 0 JAMES R PICKEL JR TRUSTEE 1.00 X 0 0 0 J RYAN TYRRELL TRUSTEE 1.00 X 0 0 0 ROCK A MORPHIS TRUSTEE 1.00 X 0 0 0 RICHARD FITZGERALD TRUSTEE 1.00 X 0 0 0 STEVEN S RIVEN TRUSTEE 1.00 X 0 0 0 LUCY D HAYNES TRUSTEE 1.00 X 0 0 0 PAMELA R KOBAN TRUSTEE 1.00 X 0 0 0 JOHN T ROCHFORD TRUSTEE 1.00 X 0 0 0 JOHN W EAKIN JR TRUSTEE 1.00 X 0 0 0 LEE F NOEL TRUSTEE 1.00 X 0 0 0 JOHN R INGRAM TRUSTEE 1.00 X 0 0 0 MARC K STENGEL TRUSTEE 1.00 X 0 0 0 MARTIN S BROWN JR TRUSTEE 1.00 X 0 0 0 J BRANSFORD WALLACE TRUSTEE 1.00 X 0 0 0 WILLIAM ALEXANDER TRUSTEE 1.00 X 0 0 0 JEFFREY BUNTIN JR TRUSTEE 1.00 X 0 0 0 L DEON GAINES TRUSTEE 1.00 X 0 0 0 WARD WALTEMATH TRUSTEE 1.00 X 0 0 0 RASCOE B DEAN TRUSTEE 1.00 X 0 0 0 DAVID DILL TRUSTEE 1.00 X 0 0 0 WILLIAM DAUGHTREY HEAD OF SCHOOL 50.00 X 647280 0 67011 JOSEPH W JOHNSON DIRECTOR OF DEVELOPMENT 40.00 X 229320 0 36941 VICKI A MATTHEWS DIRECTOR OF FINANCE & OPER 40.00 X 247500 0 37571 TIM S BOYD ASSOCIATE HEAD OF SCHOOL 40.00 X 237320 0 33875 MICHAEL S ANDERSON DIRECTOR OF ATHLETICS 40.00 X 175960 0 33032 ROBERT C H SAWYER DEAN OF HIGH SCHOOL 40.00 X 165360 0 34534 GREGORY C FERRELL DIRECTOR OF ADMISSIONS 40.00 X 179708 0 36043 SUSAN COBB DIRECTOR OF JUNIOR SCHOOL 40.00 X 157248 0 24673 2039696 0 303680 8 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICE 2194671 SCHOOL FACILITY MANAGEMENT 800 18TH AVE S STE A NASHVILLE TN 37203 MAINTENANCE 913916 TRUST BUILDING SERVICES - TN 2510 2ND AVENUE NORTH BIRMINGHAM AL 35203 FACILITIES MANAGEMENT 516945 BENCHMARK MECHANICAL SOLUTIONS PO BOX 1270 MT JULIET TN 37121 EQUIPMENT/REPAIR SERVICE 291339 SECURITAS SECURITY SERVICES USA INC 12672 COLLECTIONS CENTER DR CHICAGO IL 60693 SECURITY/FACILITY MANAGEMENT 263102 5 9663201 9663201 TUITION AND FEES 611710 32169788 32169788 AUXILIARY ACTIVITIES 611710 1487801 1487801 FOOD SERVICE 611710 281379 281379 33938968 997707 997707 313504 213938 99566 99566 99566 1648032 4500 0 0 1648032 4500 1652532 1652532 46351974 33938968 0 2749805 4134995 4134995 1942416 1942416 17580792 13616569 2268681 1695542 852246 374308 477938 6479092 4859319 1295818 323955 644161 623229 19454 1478 7567898 5675924 1513579 378395 AUXILIARY PROGRAMS 2225910 2225910 0 0 FOOD SERVICE 1463851 1463851 0 0 RESTRICTED PROGRAMS 1389781 1389781 0 0 INSTRUCTIONAL & ADMIN S 1106434 801983 304451 0 1034015 386600 95489 551926 46421591 37494885 5975410 2951296 600 600 42023831 42512615 3131181 2913084 28234 34528 4227691 4342898 243640436 79971292 170403848 163669144 106375085 123786485 15177109 15801004 1309759 1154216 342677338 354214574 3268998 2097895 15406236 16465406 24507289 23908611 43182523 42471912 X 203952632 204697952 95542183 107044710 299494815 311742662 342677338 354214574 -69617 12317464 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132467153 4267189 13965496 4118680 146581158 120819273 2966063 14662918 5981101 132467153 113580896 3381384 7981573 4124580 120819273 94861371 27246973 -5676823 2850625 113580896 76260364 3313102 18376532 3088627 94861371 0.35487 0.64513 0 0 7776224 7776224 226076726 72002316 154074410 8227691 7136703 1090988 1559795 832273 727522 163669144 X 54748381 12317464 -4134995 8182469 46565912 -213938 -213938 46351974 42500534 213938 213938 42286596 4134995 4134995 46421591 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(A) OF THE INTERNAL REVENUE CODE ("IRC") AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SCHOOL IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE SCHOOL ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD THAT THE RECOGNITION OF THE TAX POSITIONS WOULD BE SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERAIN TAX POSITIONS. TAX POSITIONS FOR THE SCHOOL INCLUDE, BUT ARE NOT LIMITED TO, THE TAX-EXEMPT STATUS AND DETERMINATION OF WHETHER CERTAIN INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,191,170. FACULTY REMISSION -943,825. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -213,938. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 213,938. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,191,170. FACULTY REMISSION 943,825. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS RACIAL NONDISCRIMINATION POLICY IN LOCAL NEWSPAPERS IN THE FALL OF EACH YEAR AND DURING OPEN HOUSE AND ADMISSIONS. IT ALSO PULICIZES ITS NONDISCRIMINATION POLICY IN THE SCHOOL VIEWBOOK AND STUDENT APPLICATION FORMS. 1 FINANCIAL AID 4134995 FAIR MARKET VALUE NONCASH REDUCTION OF STUDENT TUITION PART I, LINE 2: STUDENTS' TUITION IS DIRECTLY REDUCED BY SCHOLARSHIP GRANTED. PART III, LINE 1 THE SCHOOL AWARDS AID TO WORTHY STUDENTS BASED SOLELY ON FINANCIAL NEED. AN OUTSIDE SERVICE REVIEWS THE APPLICATIONS FOR FINANCIAL AID AND RECOMMENDS THE MAXIMUM AMOUNT OF ASSISTANCE FOR EACH APPLICANT. THE SCHOOL'S FINANCIAL COMMITTEE REVIEWS THE RECOMMENDATIONS AND MAKES THE AWARDS. X 0 1 X X X X 0 1 0 0 0 0 0 0 0 WILLIAM DAUGHTREY HEAD OF SCHOOL 550000 0 0 0 97280 0 55000 0 12011 0 714291 0 0 0 VICKI A MATTHEWS DIRECTOR OF FINANCE & OPER 247500 0 0 0 0 0 30211 0 7360 0 285071 0 0 0 TIM S BOYD ASSOCIATE HEAD OF SCHOOL 237320 0 0 0 0 0 25225 0 8650 0 271195 0 0 0 JOSEPH W JOHNSON DIRECTOR OF DEVELOPMENT 229320 0 0 0 0 0 25225 0 11716 0 266261 0 0 0 GREGORY C FERRELL DIRECTOR OF ADMISSIONS 179708 0 0 0 0 0 24503 0 11540 0 215751 0 0 0 MICHAEL S ANDERSON DIRECTOR OF ATHLETICS 175960 0 0 0 0 0 24673 0 8359 0 208992 0 0 0 ROBERT C H SAWYER DEAN OF HIGH SCHOOL 165360 0 0 0 0 0 23098 0 11436 0 199894 0 0 0 SUSAN COBB DIRECTOR OF JUNIOR SCHOOL 157248 0 0 0 0 0 16453 0 8220 0 181921 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED TO THE HEAD OF SCHOOL. PART I, LINE 1B THE BOARD OF TRUSTEES DETERMINE THE HOUSING PROVIDED TO THE HEAD OF SCHOOL PART I, LINE 4B HEAD OF SCHOOL PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNAVAILBLE TO OTHER EMPLOYEES. A EDUCATIONAL FACILITIES REVENUE BOARD 25000000 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 DAVID B INGRAM TRUSTEE 19475000 MR. INGRAM IS ALSO ON THE BOARD OF PINNACLE BANK, WHICH HOLDS DEPOSITORY ACCOUNTS FOR THE SCHOOL. AMOUNT REPORTED INCLUDES ALL DEPOSITS MADE TO PINNACLE BANK DURING THE YEAR. 0 WILLIAM W HASTINGS TRUSTEE 177118 MR. HASTINGS IS ALSO THE OWNER OF HASTINGS ARCHITECTURE WHICH PROVIDES ARCHITECT SERVICES TO THE SCHOOL. AMOUNT REPORTED REPRESENTS PAYMENTS MADE BY THE SCHOOL TO HASTINGS ARCHITECTURE. 0 X SUPPLIES & MATERIALS 38 13926 FAIR MARKET VALUE X FOOD & SNACK 94 9826 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B CERTAIN EMPLOYEES OF THE SCHOOL, INCLUDING THE DIRECTOR OF FINANCE, REVIEWS FORM 990 PRIOR TO FILING TO VERIFY ALL INFORMATION CONTAINED THERIN IS COMPLETE AND ACCURATE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINED BY REVIEW OF RELEVANT INFORMATION BY A COMMITTEE OF THE BOARD OF TRUSTEES. THE OFFICER'S SALARY, AND ANY CHANGES, INCLUDING ANNUAL INCREASES, ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 SELECTED FINANCIAL INFORMATION AVAILABLE ON ORGANIZATION'S WEBSITE AND OTHER NONPROFIT WEBSITES. ALL REQUIRED INFORMATION AVAILABLE UPON REQUEST.