2025-01-31T13:40:49-06:00 2024-06-30 621036705 MAGGART & ASSOCIATES PC 1201 DEMONBREUN ST STE 1220 NASHVILLE TN 372033140 990 2023-07-01 620811952 BRENTWOOD ACADEMY BREN 6153730611 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 DONALD RAY MULLICAN JR ASSOCIATE HEAD OF SCHOOL 6153730611 2025-01-31 1 0 MICHAEL T HOLLAND P00101421 6152526100 2023 2025-03-06 01:10:19Z DONALD RAY MULLICAN JR 219 GRANNY WHITE PIKE BRENTWOOD TN 37027 57939824 0 X WWW.BRENTWOODACADEMY.COM X 1969 TN BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL. 14 14 303 0 0 0 1533964 6088455 24305224 27195211 657789 1917254 337552 299830 26834529 35500750 2586400 2955810 0 0 14537881 16201392 0 0 928911 9835858 9746385 26960139 28903587 -125610 6597163 51427293 57768558 6608810 6161512 44818483 51607046 BRENTWOOD ACADEMY IS A COEDUCATIONAL, INDEPENDENT, COLLEGE PREPARATORY SCHOOL DEDICATED TO NURTURING AND CHALLENGING EACH WHOLE PERSON - BODY, MIND, AND SPIRIT - TO THE GLORY OF GOD. 0 0 21767918 2955810 28157652 BRENTWOOD ACADEMY OFFERS A WIDE VARIETY OF PROGRAMS UNDER THE MAJOR PROGRAM SERVICE TITLE OF "ACADEMICS." APPROXIMATELY 770 STUDENTS ARE CURRENTLY SERVED BY THE ACADEMY. 21767918 1 1 0 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 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 203 0 303 1 0 0 0 0 0 1 1 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 DAVID F BACON JR TRUSTEE 2.00 X 0 0 0 NATHAN BRANDON TRUSTEE 2.00 X 0 0 0 HENRY COLES JR TRUSTEE 2.00 X 0 0 0 JAKE EATON TRUSTEE 2.00 X 0 0 0 ERNIE CHAPPELL TRUSTEE 2.00 X 0 0 0 DARRYL EDMONDS TRUSTEE 2.00 X 0 0 0 BART JONES TRUSTEE 2.00 X 0 0 0 BILL KENNY TRUSTEE 2.00 X 0 0 0 SCOTT S LOUDERBACK TRUSTEE 2.00 X 0 0 0 EDDIE LUNN TRUSTEE 2.00 X 0 0 0 SHERRIE MOORE TRUSTEE 2.00 X 0 0 0 RHONDA SIMS TRUSTEE 2.00 X 0 0 0 JOSHUA B SMITHSON MD TRUSTEE 2.00 X 0 0 0 SUE GERING TRUSTEE 2.00 X 0 0 0 CURTIS MASTERS HEAD OF SCHOOL 40.00 X 389710 0 32463 DONALD RAY MULLICAN JR ASSOC HEAD OF SCHOOL-FINAN 40.00 X 243336 0 29290 WILLIAM D PREBLE ASSOC HEAD OF SCHOOL-ENROL 40.00 X 243369 0 18462 JASON MATHEWS DIR OF ATHLETICS 40.00 X 159589 0 21176 HOLLY GRENVICZ DIR OF STRATEGIC COMM 40.00 X 156339 0 10465 FRANK A BRADSHAW ASSOC HEAD OF SCHOOL-US DI 40.00 X 151418 0 18010 JASON POWELL DIR OF DEVELOPMENT 40.00 X 153582 0 22255 1497343 0 152121 21 0 1 0 FLIK (CHARTWELLS DINING SERVICES) PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 1108341 TW FRIERSON CONTRACTOR INC 2971 KRAFT DRIVE NASHVILLE TN 37204 CONSTRUCTION 377339 TIM LEEPER ROOFING 14919 LEBANON ROAD OLD HICKORY TN 37138 ROOF REPAIR 210371 ESA INC 1303 DEMONBREUN STREET SUITE 800 NASHVILLE TN 37203 ARCHITECTURE SERVICES 186995 THE PARKE COMPANY INC 7110 COCKRILL BEND BLVD NASHVILLE TN 37209 LAWN SERVICE 155388 6 6088455 2604730 6088455 TUITION & FEES 611710 24453234 24453234 AUXILIARY ACTIVITIES 611710 1645373 1645373 SUMMER SCHOOL & OTHER 611710 1096604 1096604 27195211 1054446 1054446 47450 0 47450 47450 47450 23231742 22368934 862808 862808 862808 270337 70140 200197 200197 RECOVERY OF BAD DEBT 900099 45000 45000 INTEREST RATE SWAP VALUATION 900099 4420 4420 OTHER 900099 2763 2763 52183 35500750 28157652 0 1254643 2955810 2955810 656620 623789 32831 12108041 8692519 2908097 507425 749585 562189 149917 37479 1814060 1360545 362813 90702 873086 654816 174617 43653 6369 6369 33335 33335 85107 74505 10602 1358344 386174 866608 105562 1446035 1084526 332588 28921 92791 69593 21342 1856 2259231 1694423 519623 45185 310700 233025 71461 6214 AUXILIARY PROGRAMS 2056635 2056635 SUMMER SCHOOL/OTHER PRO 1006209 1006209 DEPARTMENTAL EXPENSES 806825 806825 BAD DEBT EXPENSE 204258 204258 80546 371 61694 18481 28903587 21767918 6206758 928911 2042840 2339859 119839 785803 448066 1944779 820877 259686 159214 133324 243433 451284 63326314 33791509 28765090 29534805 18331949 21898722 495985 420296 51427293 57768558 1453902 2003316 3147252 2530448 1935000 1335000 72656 292748 6608810 6161512 X 34602071 37696098 10216412 13910948 44818483 51607046 51427293 57768558 6597163 191400 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7343694 46170 1000878 225547 3896 8161299 7616145 240493 733339 1244789 1494 7343694 9819057 78543 -1074390 1205828 1237 7616145 8866763 18640 2139362 1202671 3037 9819057 10118431 56514 -113366 1187407 7409 8866763 0.10420 0.48890 0.40690 1 0 1850399 1850399 36460146 17167973 19292173 7556559 5708148 1848411 17459210 10915388 6543822 29534805 MUTUAL FUNDS 5483374 F EXCHANGE-TRADED PRODUCTS 3272854 F OTHER SECURITIES 2000000 F FIXED INCOME 11142494 F 21898722 LEASE LIABILITY 52748 EQUIPMENT ADVANCE 240000 292748 35762290 191400 70140 261540 35500750 0 35500750 28973727 70140 70140 28903587 0 28903587 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 70,140. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 70,140. 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 ANNUAL HANDBOOK CONTAINS A SPECIFIC REFERENCE TO THE NONDISCRIMINATORY POLICY OF BRENTWOOD ACADEMY. IN ADDITION, THE ACADEMY PUBLICIZED ITS NONDISCRIMINATORY POLICY THROUGH THE ACADEMY'S WEBSITE. EVENT 270337 270337 70140 270337 270337 70140 70140 200197 1 FINANCIAL AID 195 2955810 FINANCIAL NEED ASSESSED BY STUDENT SUPPORT SERVICES AND ORGANIZATION (FMV) NEED-BASED FINANCIAL AID (NONCASH REDUCTION OF STUDENT TUITION). PART 1, LINE 2: FINANCIAL AID REPRESENTS NON-CASH FINANCIAL ASSISTANCE PROVIDED TO QUALIFYING FAMILIES BASED ON NEED. THE ACADEMY AWARDS AID TO WORTHY STUDENTS BASED SOLEY ON FINANCIAL NEED. AN OUTSIDE SERVICE REVIEWS THE APPLICATIONS FOR FINANCIAL AID AND RECOMMENDS THE MAXIMUM AMOUNT OF ASSISTANCE FOR EACH APPLICANT. THE ACADEMY REVIEWS THE RECOMMENDATIONS AND DETERMINES THE AMOUNT OF EACH SCHOLARSHIP GRANT. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 CURTIS MASTERS HEAD OF SCHOOL 389710 0 0 0 0 0 21588 0 10875 0 422173 0 0 0 DONALD RAY MULLICAN JR ASSOC HEAD OF SCHOOL-FINAN 243336 0 0 0 0 0 17718 0 11572 0 272626 0 0 0 WILLIAM D PREBLE ASSOC HEAD OF SCHOOL-ENROL 243369 0 0 0 0 0 16814 0 1648 0 261831 0 0 0 JASON MATHEWS DIR OF ATHLETICS 159589 0 0 0 0 0 11929 0 9247 0 180765 0 0 0 JASON POWELL DIR OF DEVELOPMENT 153582 0 0 0 0 0 11282 0 10973 0 175837 0 0 0 FRANK A BRADSHAW ASSOC HEAD OF SCHOOL-US DI 151418 0 0 0 0 0 10780 0 7230 0 169428 0 0 0 HOLLY GRENVICZ DIR OF STRATEGIC COMM 156339 0 0 0 0 0 9514 0 951 0 166804 0 0 0 PART I, LINE 1A UPON APPROVAL OF BOARD, SPOUSE AS NEEDED MAY ACCOMPANY HEAD OF SCHOOL ON TRIPS. MEMBERSHIP FEES ASSOCIATED WITH LOCAL SERVICE ORGANIZATIONS IS PROVIDED. A THE INDUSTRIAL DEVELOPMENT BOARD OF WILLIAMSON COUNTY TENNESSEE 522018208 NONEAVAIL 2009-10-07 7925000 REFUNDING BOND (ISSUED 9/01/2005) 0 0 0 A 7925000 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 1 TRUIST 20.000000000000 1 0 0 0 1 A 0 PHILIP MASTERS SON OF HEAD OF SCHOOL 74895 COMPENSATION FOR EMPLOYMENT AS FACULTY. 0 X 16 604730 FAIR MARKET VALUE X 1 2000000 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE IS PRESENTED WITH A COPY OF FORM 990 FOR REVIEW PRIOR TO ISSUANCE. THE FINANCE COMMITTEE HAS AUTHORITY 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 HEAD OF SCHOOL 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 HEAD OF SCHOOL, AS WELL AS RESEARCH COMPARABLE COMPENSATION PACKAGES OF OTHER HEAD OF SCHOOL 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 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 HEAD OF SCHOOL. UPON AGREEMENT, THE REPORT AND ACTIONS WILL BE DELIVERED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES TO THE ASSISTANT HEAD OF SCHOOL TO FILE AND ENACT. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE REFERENCED DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, 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.