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Nonprofit · EIN 62-0513741

UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY

Tax-exempt · NASHVILLE, TN 37205

Financials

$39.2M$41.2M2022$55M$45.7M2023$46.4M$46.4M2024
Revenue Expenses · by fiscal year end
Financials of UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$46,351,974$46,421,591-$69,617$354,214,574$42,471,912$311,742,662
June 30, 2024990$54,999,657$45,687,439$9,312,218$342,677,337$43,182,523$299,494,814
June 30, 2023990$39,241,507$41,223,807-$1,982,300$328,453,921$44,117,978$284,335,943
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$9,663,201
Program service revenue
$33,938,968
Investment income
$2,650,239
Net rental income
$99,566
Net gain from sales of assets
$1,652,532
Other revenue
$99,566

Expenses

Grants and similar amounts paid
$4,134,995
Compensation of officers, directors and key employees
$1,942,416
Other salaries and wages
$17,580,792
Salaries, compensation and benefits (total)
$19,523,208
Professional fundraising fees
$0
Occupancy
$6,479,092
Depreciation
$7,567,898
Program services (functional)
$37,494,885
Management and general (functional)
$5,975,410
Fundraising (functional)
$2,951,296

Balance sheet and other

Total assets, start of year
$342,677,338
Total assets, end of year
$354,214,574
Total liabilities, end of year
$42,471,912
Net assets, end of year
$311,742,662
Land, buildings and equipment
$163,669,144
Publicly traded securities
$123,786,485
Net assets without donor restrictions
$204,697,952
Net assets with donor restrictions
$107,044,710
Gross receipts
$46,565,912
Employees
446
Volunteers
100
Year formed
1806
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.

NameTitleHours / weekCompensationOther / benefits
WILLIAM DAUGHTREYHEAD OF SCHOOL
Officer
50$647,280$67,011
VICKI A MATTHEWSDIRECTOR OF FINANCE & OPER
Officer
40$247,500$37,571
TIM S BOYDASSOCIATE HEAD OF SCHOOL
Highest-paid employee
40$237,320$33,875
JOSEPH W JOHNSONDIRECTOR OF DEVELOPMENT
Officer
40$229,320$36,941
GREGORY C FERRELLDIRECTOR OF ADMISSIONS
Highest-paid employee
40$179,708$36,043
MICHAEL S ANDERSONDIRECTOR OF ATHLETICS
Highest-paid employee
40$175,960$33,032
ROBERT C H SAWYERDEAN OF HIGH SCHOOL
Highest-paid employee
40$165,360$34,534
SUSAN COBBDIRECTOR OF JUNIOR SCHOOL
Highest-paid employee
40$157,248$24,673
WILLIAM F CARPENTER IIICHAIRMAN
Trustee or director, Officer
1$0$0
WILLIAM T DELAYVICE CHAIRMAN
Trustee or director, Officer
1$0$0
BENJAMIN T MAYTREASURER
Trustee or director, Officer
1$0$0
CLAY T JACKSONSECRETARY
Trustee or director, Officer
1$0$0
CARTER PAINETRUSTEE
Trustee or director
1$0$0
ADMIRAL J WILSON PRUEHERTRUSTEE
Trustee or director
1$0$0
WILLIAM H HAWKINSTRUSTEE
Trustee or director
1$0$0
47 more people on this return
NameTitleHours / weekCompensation
H LEE BARFIELD IITRUSTEE
Trustee or director
1$0
ALLEN P MCDANIELTRUSTEE
Trustee or director
1$0
DUDLEY W WARNER IITRUSTEE
Trustee or director
1$0
ROBERT C BRANNONTRUSTEE
Trustee or director
1$0
CHRISTOPHER C WHITSONTRUSTEE
Trustee or director
1$0
DAVID B INGRAMTRUSTEE
Trustee or director
1$0
WILLIAM W HASTINGSTRUSTEE
Trustee or director
1$0
DAVID G MCCLELLANTRUSTEE
Trustee or director
1$0
G EDWARD POWELL JRTRUSTEE
Trustee or director
1$0
EDWARD N GEORGE JRTRUSTEE
Trustee or director
1$0
DR CARL C AWHTRUSTEE
Trustee or director
1$0
BYRON W SMITHTRUSTEE
Trustee or director
1$0
J BARRY BANKERTRUSTEE
Trustee or director
1$0
BLAIR J WILSONTRUSTEE
Trustee or director
1$0
WILLIAM M WILSONTRUSTEE
Trustee or director
1$0
BETH H HARWELLTRUSTEE
Trustee or director
1$0
BENJAMIN D S GAMBILL IIITRUSTEE
Trustee or director
1$0
BEN S GAMBILL JRTRUSTEE
Trustee or director
1$0
JAMES L FLAUTTTRUSTEE
Trustee or director
1$0
ANDREA CARLTONTRUSTEE
Trustee or director
1$0
R WALTER HALE IIITRUSTEE
Trustee or director
1$0
JAMES L CHANDLER JRTRUSTEE
Trustee or director
1$0
J HANLEY SAYERS JRTRUSTEE
Trustee or director
1$0
P RHOADS ZIMMERMANTRUSTEE
Trustee or director
1$0
VARINA F BUNTINTRUSTEE
Trustee or director
1$0
G THOMAS CURTISTRUSTEE
Trustee or director
1$0
TIM W DOWNEYTRUSTEE
Trustee or director
1$0
JAMES R PICKEL JRTRUSTEE
Trustee or director
1$0
J RYAN TYRRELLTRUSTEE
Trustee or director
1$0
ROCK A MORPHISTRUSTEE
Trustee or director
1$0
RICHARD FITZGERALDTRUSTEE
Trustee or director
1$0
STEVEN S RIVENTRUSTEE
Trustee or director
1$0
LUCY D HAYNESTRUSTEE
Trustee or director
1$0
PAMELA R KOBANTRUSTEE
Trustee or director
1$0
JOHN T ROCHFORDTRUSTEE
Trustee or director
1$0
JOHN W EAKIN JRTRUSTEE
Trustee or director
1$0
LEE F NOELTRUSTEE
Trustee or director
1$0
JOHN R INGRAMTRUSTEE
Trustee or director
1$0
MARC K STENGELTRUSTEE
Trustee or director
1$0
MARTIN S BROWN JRTRUSTEE
Trustee or director
1$0
J BRANSFORD WALLACETRUSTEE
Trustee or director
1$0
WILLIAM ALEXANDERTRUSTEE
Trustee or director
1$0
JEFFREY BUNTIN JRTRUSTEE
Trustee or director
1$0
L DEON GAINESTRUSTEE
Trustee or director
1$0
WARD WALTEMATHTRUSTEE
Trustee or director
1$0
RASCOE B DEANTRUSTEE
Trustee or director
1$0
DAVID DILLTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 63 people
NameTitleHours / weekCompensationOther / benefits
WILLIAM DAUGHTREYHEAD OF SCHOOL
Officer
50$571,175$57,283
TIM S BOYDASSOCIATE HEAD OF SCHOOL
Highest-paid employee
40$228,500$31,660
VICKI A MATTHEWSDIRECTOR OF FINANCE & OPER
Officer
40$225,000$33,570
JOSEPH W JOHNSONDIRECTOR OF DEVELOPMENT
Officer
40$218,400$34,035
MICHAEL S ANDERSONDIRECTOR OF ATHLETICS
Highest-paid employee
40$185,491$28,883
GREGORY C FERRELLDIRECTOR OF ADMISSIONS
Highest-paid employee
40$171,150$30,735
ROBERT C H SAWYERDEAN OF HIGH SCHOOL
Highest-paid employee
40$159,000$29,308
SUSAN COBBDIRECTOR OF JUNIOR SCHOOL
Trustee or director
40$145,600$22,889
WILLIAM F CARPENTER IIICHAIRMAN
Trustee or director, Officer
1$0$0
WILLIAM T DELAYVICE CHAIRMAN
Trustee or director, Officer
1$0$0
BENJAMIN T MAYTREASURER
Trustee or director, Officer
1$0$0
CLAY T JACKSONSECRETARY
Trustee or director, Officer
1$0$0
CARTER PAINETRUSTEE
Trustee or director
1$0$0
ADMIRAL J WILSON PRUEHERTRUSTEE
Trustee or director
1$0$0
WILLIAM H HAWKINSTRUSTEE
Trustee or director
1$0$0
H LEE BARFIELD IITRUSTEE
Trustee or director
1$0$0
ALLEN P MCDANIELTRUSTEE
Trustee or director
1$0$0
DUDLEY W WARNER IITRUSTEE
Trustee or director
1$0$0
ROBERT C BRANNONTRUSTEE
Trustee or director
1$0$0
CHRISTOPHER C WHITSONTRUSTEE
Trustee or director
1$0$0
DAVID B INGRAMTRUSTEE
Trustee or director
1$0$0
WILLIAM W HASTINGSTRUSTEE
Trustee or director
1$0$0
DAVID G MCCLELLANTRUSTEE
Trustee or director
1$0$0
G EDWARD POWELL JRTRUSTEE
Trustee or director
1$0$0
EDWARD N GEORGE JRTRUSTEE
Trustee or director
1$0$0
DR CARL C AWHTRUSTEE
Trustee or director
1$0$0
BYRON W SMITHTRUSTEE
Trustee or director
1$0$0
J BARRY BANKERTRUSTEE
Trustee or director
1$0$0
BLAIR J WILSONTRUSTEE
Trustee or director
1$0$0
WILLIAM M WILSONTRUSTEE
Trustee or director
1$0$0
BETH H HARWELLTRUSTEE
Trustee or director
1$0$0
BENJAMIN D S GAMBILL IIITRUSTEE
Trustee or director
1$0$0
BEN S GAMBILL JRTRUSTEE
Trustee or director
1$0$0
JAMES L FLAUTTTRUSTEE
Trustee or director
1$0$0
ANDREA CARLTONTRUSTEE
Trustee or director
1$0$0
R WALTER HALE IIITRUSTEE
Trustee or director
1$0$0
JAMES L CHANDLER JRTRUSTEE
Trustee or director
1$0$0
J HANLEY SAYERS JRTRUSTEE
Trustee or director
1$0$0
P RHOADS ZIMMERMANTRUSTEE
Trustee or director
1$0$0
W RIDLEY WILLS IITRUSTEE
Trustee or director
1$0$0
VARINA F BUNTINTRUSTEE
Trustee or director
1$0$0
G THOMAS CURTISTRUSTEE
Trustee or director
1$0$0
TIM W DOWNEYTRUSTEE
Trustee or director
1$0$0
JAMES R PICKEL JRTRUSTEE
Trustee or director
1$0$0
J RYAN TYRRELLTRUSTEE
Trustee or director
1$0$0
ROCK A MORPHISTRUSTEE
Trustee or director
1$0$0
RICHARD FITZGERALDTRUSTEE
Trustee or director
1$0$0
STEVEN S RIVENTRUSTEE
Trustee or director
1$0$0
LUCY D HAYNESTRUSTEE
Trustee or director
1$0$0
PAMELA R KOBANTRUSTEE
Trustee or director
1$0$0
JOHN T ROCHFORDTRUSTEE
Trustee or director
1$0$0
JOHN W EAKIN JRTRUSTEE
Trustee or director
1$0$0
LEE F NOELTRUSTEE
Trustee or director
1$0$0
JOHN R INGRAMTRUSTEE
Trustee or director
1$0$0
MARC K STENGELTRUSTEE
Trustee or director
1$0$0
MARTIN S BROWN JRTRUSTEE
Trustee or director
1$0$0
J BRANSFORD WALLACETRUSTEE
Trustee or director
1$0$0
DAVID DILLTRUSTEE
Trustee or director
1$0$0
WARD WALTEMATHTRUSTEE
Trustee or director
1$0$0
L DEON GAINESTRUSTEE
Trustee or director
1$0$0
JEFFREY BUNTIN JRTRUSTEE
Trustee or director
1$0$0
WILLIAM ALEXANDERTRUSTEE
Trustee or director
1$0$0
RASCOE B DEANTRUSTEE
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 57 people
NameTitleHours / weekCompensationOther / benefits
BRADFORD GIOIAHEADMASTER
Officer
50$624,171$512,448
JOSEPH W JOHNSONDIRECTOR OF DEVELOPMENT
Officer
40$197,296$19,354
TIM S BOYDASSOCIATE HEAD OF SCHOOL
Highest-paid employee
40$198,150$11,897
VICKI A MATTHEWSDIRECTOR OF FINANCE & OPERATIONS
Officer
40$163,756$13,097
GREGORY C FERRELLDIR OF ADMISSIONS & FINANCIAL AID
Highest-paid employee
40$152,196$19,169
VIRGINIA MADDUXDIRECTOR OF COLLEGE COUNSELING
Highest-paid employee
40$145,137$13,528
ROBERT C H SAWYERDEAN OF HIGH SCHOOL
Highest-paid employee
40$135,276$18,444
MICHAEL S ANDERSONDIRECTOR OF ATHLETICS
Highest-paid employee
40$135,714$5,200
WILLIAM F CARPENTER IIICHAIRMAN
Trustee or director, Officer
1$0$0
WILLIAM T DELAYVICE CHAIRMAN
Trustee or director, Officer
1$0$0
BENJAMIN T MAYTREASURER
Trustee or director, Officer
1$0$0
CLAY T JACKSONSECRETARY
Trustee or director, Officer
1$0$0
CARTER PAINETRUSTEE
Trustee or director
1$0$0
ADMIRAL J WILSON PRUEHERTRUSTEE
Trustee or director
1$0$0
WILLIAM H HAWKINSTRUSTEE
Trustee or director
1$0$0
H LEE BARFIELD IITRUSTEE
Trustee or director
1$0$0
ALLEN P MCDANIELTRUSTEE
Trustee or director
1$0$0
DUDLEY W WARNER IITRUSTEE
Trustee or director
1$0$0
ROBERT C BRANNONTRUSTEE
Trustee or director
1$0$0
CHRISTOPHER C WHITSONTRUSTEE
Trustee or director
1$0$0
DAVID B INGRAMTRUSTEE
Trustee or director
1$0$0
WILLIAM W HASTINGSTRUSTEE
Trustee or director
1$0$0
DAVID G MCCLELLANTRUSTEE
Trustee or director
1$0$0
G EDWARD POWELL JRTRUSTEE
Trustee or director
1$0$0
EDWARD N GEORGE JRTRUSTEE
Trustee or director
1$0$0
DR CARL C AWHTRUSTEE
Trustee or director
1$0$0
BYRON W SMITHTRUSTEE
Trustee or director
1$0$0
J BARRY BANKERTRUSTEE
Trustee or director
1$0$0
BLAIR J WILSONTRUSTEE
Trustee or director
1$0$0
WILLIAM M WILSONTRUSTEE
Trustee or director
1$0$0
BETH H HARWELLTRUSTEE
Trustee or director
1$0$0
BENJAMIN D S GAMBILL IIITRUSTEE
Trustee or director
1$0$0
BEN S GAMBILL JRTRUSTEE
Trustee or director
1$0$0
JAMES L FLAUTTTRUSTEE
Trustee or director
1$0$0
ANDREA CARLTONTRUSTEE
Trustee or director
1$0$0
R WALTER HALE IIITRUSTEE
Trustee or director
1$0$0
JAMES L CHANDLER JRTRUSTEE
Trustee or director
1$0$0
J HANLEY SAYERS JRTRUSTEE
Trustee or director
1$0$0
P RHOADS ZIMMERMANTRUSTEE
Trustee or director
1$0$0
W RIDLEY WILLS IITRUSTEE
Trustee or director
1$0$0
VARINA F BUNTINTRUSTEE
Trustee or director
1$0$0
G THOMAS CURTISTRUSTEE
Trustee or director
1$0$0
TIM W DOWNEYTRUSTEE
Trustee or director
1$0$0
JAMES R PICKEL JRTRUSTEE
Trustee or director
1$0$0
J RYAN TYRRELLTRUSTEE
Trustee or director
1$0$0
ROCK A MORPHISTRUSTEE
Trustee or director
1$0$0
RICHARD FITZGERALDTRUSTEE
Trustee or director
1$0$0
STEVEN S RIVENTRUSTEE
Trustee or director
1$0$0
LUCY D HAYNESTRUSTEE
Trustee or director
1$0$0
PAMELA R KOBANTRUSTEE
Trustee or director
1$0$0
JOHN T ROCHFORDTRUSTEE
Trustee or director
1$0$0
JOHN W EAKIN JRTRUSTEE
Trustee or director
1$0$0
LEE F NOELTRUSTEE
Trustee or director
1$0$0
JOHN R INGRAMTRUSTEE
Trustee or director
1$0$0
MARC K STENGELTRUSTEE
Trustee or director
1$0$0
MARTIN S BROWN JRTRUSTEE
Trustee or director
1$0$0
J BRANSFORD WALLACETRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
4001 HARDING PIKE, NASHVILLE, TN 37205-1956
In care of
% ROBERT YAKUSHI
Principal officer (990 for 2024)
VICKI MATTHEWS, 4001 HARDING ROAD, NASHVILLE, TN 37205
Signed the 990
VICKI MATTHEWS, CHIEF FINANCIAL OFFICER
Phone
(615) 298-5514
Return prepared by
CROSSLIN PLLC

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $35,268,975 · grants $4,134,995 · revenue $32,451,167
  • ATHLETICS PROGRAM- GRADES 7-12 STUDENTS PARTICIPATE IN INTERMURAL AND INTERSCHOLASTIC SPORTS INCLUDING BASEBALL, BASKETBALL, FOOTBALL, SOCCER, GOLF, TRACK, SWIMMING, AND WRESTLING.
    Expenses $2,225,910 · revenue $1,487,801

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
62-0513741
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
1950
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B250)
Assets (IRS master file)
$354,214,574
Income (IRS master file)
$46,565,912

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$46,351,974$46,421,591$354,214,574IRS
990-TJune 2025–––IRS
990June 2024$54,999,657$45,687,439$342,677,337IRS
990-TJune 2024–––IRS
990June 2023$39,241,507$41,223,807$328,453,921XML
990-TJune 2023–––IRS
990June 2022$36,829,322$39,662,649$323,068,469IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 62-0513741).

Questions about UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY

What is the EIN of UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY?
The employer identification number (EIN) of UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY is 62-0513741.
Is UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
Are donations to UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY 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 UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY 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 UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY 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 UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY?
The 990 for the year ended June 30, 2025 names VICKI MATTHEWS.
Who are the officers and directors of UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY?
The 990 for the year ended June 30, 2025 lists 62 people; 8 received compensation from the organization, the highest $647,280 (WILLIAM DAUGHTREY, HEAD OF SCHOOL).
How much revenue does UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $46,351,974, expenses of $46,421,591 and total assets of $354,214,574 at year end.

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