Nonprofit · EIN 62-0475837
MCCALLIE SCHOOL INC
Tax-exempt · CHATTANOOGA, TN 37404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $67,518,791 | $63,927,694 | $3,591,097 | $303,968,502 | $38,969,038 | $264,999,464 |
| June 30, 2024 | 990 | $64,219,726 | $60,456,011 | $3,763,715 | $284,716,822 | $40,330,964 | $244,385,858 |
| June 30, 2023 | 990 | $63,606,300 | $57,016,836 | $6,589,464 | $266,197,517 | $42,611,081 | $223,586,436 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,971,182
- Program service revenue
- $50,627,639
- Investment income
- $5,857,865
- Net rental income
- $40,404
- Net gain from sales of assets
- $3,069,831
- Net income from fundraising events
- $12,213
- Net income from sales of inventory
- $2,908
- Other revenue
- $62,105
Expenses
- Grants and similar amounts paid
- $13,577,556
- Compensation of officers, directors and key employees
- $2,006,893
- Other salaries and wages
- $17,941,629
- Salaries, compensation and benefits (total)
- $26,901,571
- Professional fundraising fees
- $0
- Legal fees
- $71,724
- Accounting fees
- $65,681
- Occupancy
- $7,298,678
- Travel
- $1,213,161
- Depreciation
- $4,246,122
- Program services (functional)
- $55,758,795
- Management and general (functional)
- $4,873,439
- Fundraising (functional)
- $3,295,460
Balance sheet and other
- Total assets, start of year
- $284,716,822
- Total assets, end of year
- $303,968,502
- Total liabilities, end of year
- $38,969,038
- Net assets, end of year
- $264,999,464
- Land, buildings and equipment
- $83,414,142
- Publicly traded securities
- $121,878,371
- Net assets without donor restrictions
- $134,914,466
- Net assets with donor restrictions
- $130,084,998
- Gross unrelated business income
- $86,190
- Gross receipts
- $79,918,501
- Employees
- 665
- Volunteers
- 500
- Year formed
- 1905
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| A LEE BURNS III | HEAD OF SCHOOL Officer | 40 | $908,851 | $130,991 |
| ELIZABETH A WILSON | CHIEF FINANCIAL OFFICER Officer | 40 | $199,380 | $55,612 |
| ANDREW C HIRT | DEAN OF ENROLLMENT MANAGEMENT Key employee | 40 | $200,943 | $53,893 |
| KENNETH A SHOLL | EXECUTIVE DIR OF ATHLETICS Highest-paid employee | 40 | $212,635 | $25,133 |
| THOMAS HAYES | ACTING HEAD OF SCHOOL Officer | 40 | $170,298 | $42,227 |
| HENRY L HOPPING | UPPER SCHOOL DIVISION HEAD Highest-paid employee | 40 | $174,844 | $27,824 |
| SCOTTY L JONES | MIDDLE SCHOOL DIVISION HEAD Highest-paid employee | 40 | $157,474 | $43,053 |
| DREW READ | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $152,353 | $45,473 |
| CRAIG A INGVALSON | SR DIR OF LEADERSHIP GIVING Highest-paid employee | 40 | $165,586 | $29,467 |
| RALPH J POTTER | DIR OF ATHLETIC CULTURE Highest-paid employee | 40 | $140,937 | $25,331 |
| ROBERT K WALKER | FORMER HEAD OF SCHOOL Former | 0 | $125,000 | $3,138 |
| BENJAMIN G BROCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STANLEY M BROCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAMUEL H CAMPBELL IV | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRADLEY B COBB | TRUSTEE Trustee or director | 1 | $0 | $0 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S ELLIOTT DAVENPORT | TRUSTEE Trustee or director | 1 | $0 |
| KYLE W EISELSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| JOHNNY O GRAHAM | TRUSTEE Trustee or director | 1 | $0 |
| E ANDREWS GRINSTEAD | TRUSTEE Trustee or director | 1 | $0 |
| ALBERT D HUDDLESTON | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT F HUFFAKER JR | TRUSTEE Trustee or director | 1 | $0 |
| DR SEONG-JOO JEONG | TRUSTEE Trustee or director | 1 | $0 |
| JAMES J KERAS III | TRUSTEE Trustee or director | 1 | $0 |
| HADDON C KIRK | TRUSTEE Trustee or director | 1 | $0 |
| JAMES W LOVETT | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL G MATHIS | TRUSTEE Trustee or director | 1 | $0 |
| PARKE S MORRIS | TRUSTEE Trustee or director | 1 | $0 |
| W ALLEN MORRIS | TRUSTEE Trustee or director | 1 | $0 |
| COLIN M PROVINE | TRUSTEE Trustee or director | 1 | $0 |
| JOSEPH A SCHMISSRAUTER III | TRUSTEE Trustee or director | 1 | $0 |
| PRESTON L SMITH | TRUSTEE Trustee or director | 1 | $0 |
| W BRENT TURNER | TRUSTEE Trustee or director | 1 | $0 |
| JASON W WALKER | TRUSTEE Trustee or director | 1 | $0 |
| JACK L WEBB JR | TRUSTEE Trustee or director | 1 | $0 |
| W GARY WELCH | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| A LEE BURNS III | HEAD OF SCHOOL Officer | 40 | $770,268 | $170,323 |
| KENNETH A SHOLL | ASSISTANT HEAD OF SCHOOL Key employee | 40 | $249,522 | $26,056 |
| ELIZABETH A WILSON | CHIEF FINANCIAL OFFICER Officer | 40 | $198,875 | $54,927 |
| ANDREW C HIRT | DEAN OF ENROLLMENT MANAGEMENT Key employee | 40 | $190,251 | $51,631 |
| STEVEN B HEARN | VP FOR ADVANCEMENT Key employee | 40 | $176,756 | $32,621 |
| SCOTTY L JONES | MIDDLE SCHOOL PRINCIPAL Highest-paid employee | 40 | $136,763 | $53,591 |
| CRAIG A INGVALSON | SR DIR OF LEADERSHIP GIVING Highest-paid employee | 40 | $158,744 | $29,650 |
| THOMAS HAYES | CHIEF OF STAFF Highest-paid employee | 40 | $134,721 | $47,678 |
| RALPH J POTTER | HEAD FOOTBALL COACH Highest-paid employee | 40 | $154,894 | $24,854 |
| HENRY L HOPPING | UPPER SCHOOL PRINCIPAL Highest-paid employee | 40 | $147,693 | $26,340 |
| ROBERT K WALKER | FORMER HEAD OF SCHOOL Former | 0 | $125,000 | $0 |
| BENJAMIN B BROCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STANLEY M BROCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES W BURNS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAM H CAMPBELL IV | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRAD COBB | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KYLE W EISELSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHNNY O GRAHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| E ANDREWS GRINSTEAD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT F HUFFAKER JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR SEONG-JOO JEONG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRAEME M KEITH III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES J KERAS III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HADDON C KIRK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL G MATHIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PARKE S MORRIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| W ALLEN MORRIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COLIN M PROVINE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSEPH A SCHMISSRAUTER III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| W BRENT TURNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JASON W WALKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK L WEBB JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| W GARY WELCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| A LEE BURNS III | Head of School Officer | 40 | $598,702 | $175,639 |
| KENNETH A SHOLL | Assistant Head of School Key employee | 40 | $257,330 | $20,004 |
| STEVEN B HEARN | VP for Advancement Key employee | 40 | $244,214 | $32,213 |
| Elizabeth A Wilson | Chief Financial Officer Officer | 40 | $188,301 | $48,311 |
| Andrew C Hirt | Dean of Enrollment Management Key employee | 40 | $178,314 | $32,906 |
| Scotty L Jones | Middle School Principal Highest-paid employee | 40 | $129,587 | $55,614 |
| Craig A Ingvalson | Director of Strategic Planning Highest-paid employee | 40 | $154,653 | $26,838 |
| Ralph J Potter | Head Football Coach Highest-paid employee | 40 | $150,581 | $17,380 |
| Robert K Walker | Former Head of School Former | 0 | $154,653 | $0 |
| Henry L Hopping | Upper School Principal Highest-paid employee | 40 | $131,519 | $15,924 |
| Jamie Baker | Director of Marketing and Comm Highest-paid employee | 40 | $115,144 | $9,614 |
| Benjamin G Brock | Trustee Trustee or director | 1 | $0 | $0 |
| Stanley M Brock | Trustee Trustee or director | 1 | $0 | $0 |
| James W Burns | Trustee Trustee or director | 1 | $0 | $0 |
| Samuel H Campbell IV | Trustee Trustee or director | 1 | $0 | $0 |
| Kyle W Eiselstein | Trustee Trustee or director | 1 | $0 | $0 |
| Johnny O Graham | Trustee Trustee or director | 1 | $0 | $0 |
| E Andrews Grinstead | Trustee Trustee or director | 1 | $0 | $0 |
| Robert Faucette Huffaker Jr | Trustee Trustee or director | 1 | $0 | $0 |
| Dr Seong-Joo Jeong | Trustee Trustee or director | 1 | $0 | $0 |
| Graeme M Keith III | Trustee Trustee or director | 1 | $0 | $0 |
| James J Keras III | Trustee Trustee or director | 1 | $0 | $0 |
| Haddon C Kirk | Trustee Trustee or director | 1 | $0 | $0 |
| Alan L Lebovitz | Trustee Trustee or director | 1 | $0 | $0 |
| Michael G Mathis | Trustee Trustee or director | 1 | $0 | $0 |
| Parke S Morris | Trustee Trustee or director | 1 | $0 | $0 |
| W Allen Morris | Trustee Trustee or director | 1 | $0 | $0 |
| N Carter Newbold IV | Trustee Trustee or director | 1 | $0 | $0 |
| Ward Petty | Trustee Trustee or director | 1 | $0 | $0 |
| Colin M Provine | Trustee Trustee or director | 1 | $0 | $0 |
| Joseph A Schmissrauter III | Trustee Trustee or director | 1 | $0 | $0 |
| W Brent Turner | Trustee Trustee or director | 1 | $0 | $0 |
| Jason W Walker | Trustee Trustee or director | 1 | $0 | $0 |
| Jack L Webb Jr | Trustee Trustee or director | 1 | $0 | $0 |
| W Gary Welch | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 DODDS AVE, CHATTANOOGA, TN 37404-3949
- In care of
- % ELIZABETH WILSON
- Principal officer (990 for 2024)
- A LEE BURNS III, 500 DODDS AVENUE, CHATTANOOGA, TN 37404
- Signed the 990
- ELIZABETH WILSON, CFO
- Phone
- (423) 624-8300
- Website
- WWW.MCCALLIE.ORG
- Return prepared by
- SMITH & HOWARD ADVISORY LLC
Mission
MCCALLIE IS A PRIVATE SCHOOL WITH STATE-OF-THE-ART FACILITIES NESTLED ON 100 ACRES ON CHATTANOOGA'S MISSIONARY RIDGE. SINCE 1905, MCCALLIE HAS REMAINED COMMITTED TO PROVIDING AN OUTSTANDING COLLEGE PREPARATORY EDUCATION PROGRAM FOR BOYS.
Program accomplishments
- MCCALLIE PROVIDED 992 STUDENTS IN 6TH THROUGH 12TH GRADES WITH EDUCATIONAL AND ACADEMIC SERVICES. BOARDING AND DAY STUDENTS PARTICIPATE IN OVER 40 STUDENT-CENTERED ORGANIZATIONS AND AN OUTSTANDING ARRAY OF EXTRA-CURRICULAR ACTIVITIES. THESE INCLUDE NATIONALLY RECOGNIZED PROGRAMS IN ATHLETICS, IN THE ARTS, AND COMMUNITY SERVICE.Expenses $55,758,795 · grants $13,577,556 · revenue $50,634,219
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 62-0475837
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1938
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $303,968,502
- Income (IRS master file)
- $79,918,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $67,518,791 | $63,927,694 | $303,968,502 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $64,219,726 | $60,456,011 | $284,716,822 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $63,606,300 | $57,016,836 | $266,197,517 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $79,356,942 | $50,273,393 | $251,954,499 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 62-0475837).
Questions about MCCALLIE SCHOOL INC
- What is the EIN of MCCALLIE SCHOOL INC?
- The employer identification number (EIN) of MCCALLIE SCHOOL INC is 62-0475837.
- Is MCCALLIE SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to MCCALLIE SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MCCALLIE SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MCCALLIE SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MCCALLIE SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MCCALLIE SCHOOL INC?
- The 990 for the year ended June 30, 2025 names A LEE BURNS III.
- Who are the officers and directors of MCCALLIE SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 35 people; 11 received compensation from the organization, the highest $908,851 (A LEE BURNS III, HEAD OF SCHOOL).
- How much revenue does MCCALLIE SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $67,518,791, expenses of $63,927,694 and total assets of $303,968,502 at year end.
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