Nonprofit · EIN 63-0401358
MONTGOMERY ACADEMY INC
Tax-exempt · MONTGOMERY, AL 36106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $14,705,815 | $14,545,989 | $159,826 | $19,527,678 | $10,829,780 | $8,697,898 |
| June 30, 2024 | 990 | $12,637,060 | $13,797,390 | -$1,160,330 | $20,433,738 | $11,895,666 | $8,538,072 |
| June 30, 2023 | 990 | $12,252,122 | $13,341,652 | -$1,089,530 | $21,418,403 | $11,720,001 | $9,698,402 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,771,472
- Program service revenue
- $11,930,795
- Investment income
- $3,548
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $946,979
- Compensation of officers, directors and key employees
- $366,595
- Other salaries and wages
- $6,051,047
- Salaries, compensation and benefits (total)
- $7,995,500
- Professional fundraising fees
- $0
- Accounting fees
- $50,275
- Occupancy
- $1,049,041
- Depreciation
- $968,647
- Program services (functional)
- $12,163,350
- Management and general (functional)
- $1,986,433
- Fundraising (functional)
- $396,206
Balance sheet and other
- Total assets, start of year
- $20,433,738
- Total assets, end of year
- $19,527,678
- Total liabilities, end of year
- $10,829,780
- Net assets, end of year
- $8,697,898
- Land, buildings and equipment
- $17,817,483
- Net assets without donor restrictions
- $7,812,754
- Net assets with donor restrictions
- $885,144
- Gross receipts
- $14,705,815
- Employees
- 315
- Volunteers
- 50
- Year formed
- 1959
- State of legal domicile
- AL
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 |
|---|---|---|---|---|
| JOHN MCWILLIAMS | HEAD OF SCHOOL Officer | 40 | $216,483 | $20,516 |
| DEREK DUBOSE | CHIEF FINANCIAL OFFICER Officer | 40 | $84,207 | $12,192 |
| JENNIFER AHN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHELPS REID | TRUSTEE - SEC-TREAS Trustee or director, Officer | 1 | $0 | $0 |
| BILL ESPY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN GARY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BLAKE HORNE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| OWEN ARONOV | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MILLIE HOUSTON | TRUSTEE - VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY MCDANIEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER SELMAN | TRUSTEE - PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WADE SEGREST | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LYNN BESHEAR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN DEES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMELA TUCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JO MOORE | TRUSTEE Trustee or director | 1 | $0 |
| JOHNNY RAINES III | TRUSTEE Trustee or director | 1 | $0 |
| AMY COOPER | TRUSTEE Trustee or director | 1 | $0 |
| LOUISA TOLENTINO-PROSSER | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM CRUM III | TRUSTEE Trustee or director | 1 | $0 |
| TOM HUGHES | TRUSTEE Trustee or director | 1 | $0 |
| ESTEE MORRISON | TRUSTEE Trustee or director | 1 | $0 |
| EMILY WHOOTTEN | TRUSTEE Trustee or director | 1 | $0 |
| STEVE DAVIDSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN MCWILLIAMS | HEAD OF SCHOOL Officer | 40 | $211,290 | $20,588 |
| DEREK DUBOSE | CHIEF FINANCIAL OFFICER Officer | 40 | $81,707 | $11,983 |
| ALEX CAROTHERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COURTNEY WILLIAMS | TRUSTEE - SECRETARY-TREASU Trustee or director, Officer | 1 | $0 | $0 |
| DELECIA MCINTYRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN GARY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BLAKE HORNE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| OWEN ARONOV | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER SELMAN | TRUSTEE - VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY MCDANIEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE DAVIDSON | TRUSTEE - PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| WADE SEGREST | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MILLIE HOUSTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RODNEY SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LYNN BESHEAR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN DEES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMELA TUCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JO MOORE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHNNY RAINES III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHELPS REID | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOUISA TOLENTINO-PROSSER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM CRUM III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM HUGHES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ESTEE MORRISON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EMILY WHOOTTEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN MCWILLIAMS | HEAD OF SCHOOL Officer | 40 | $213,333 | $19,179 |
| DEREK DUBOSE | CHIEF FINANCIAL OFFICER Officer | 40 | $92,606 | $7,237 |
| ALEX CAROTHERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CADE ARMSTRONG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COURTNEY WILLIAMS | TRUSTEE - SECRETARY-TREASU Trustee or director, Officer | 1 | $0 | $0 |
| DELECIA MCINTYRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN GARY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BLAKE HORNE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| OWEN ARONOV | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER SELMAN | TRUSTEE - VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY MCDANIEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE DAVIDSON | TRUSTEE - PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TEMPLE MILLSAP | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WADE SEGREST | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MILLIE HOUSTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLARK SAHLIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RODNEY SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LYNN BESHEAR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEPHEN DEES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JORDAN MCBRIDE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMELA TUCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JO MOORE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHNNY RAINES III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHELPS REID | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOUISA TOLENTINO-PROSSER | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3240 VAUGHN RD, MONTGOMERY, AL 36106-2736
- Principal officer (990 for 2024)
- PETER J SELMAN, 3240 VAUGHN ROAD, MONTGOMERY, AL 36106
- Signed the 990
- PETER J SELMAN, PRESIDENT
- Phone
- (334) 272-8210
- Website
- WWW.MONTGOMERYACADEMY.ORG
- Return prepared by
- JACKSON THORNTON & CO PC
Mission
THE MONTGOMERY ACADEMY DEVELOPS LEADERS COMMITTED TO HONOR, SCHOLARSHIP, SERVICE AND THE PURSUIT OF EXCELLENCE.
Program accomplishments
- COLLEGE PREPARATORY SCHOOL, KINDERGARTEN THROUGH GRADE 12Expenses $12,163,350 · grants $946,979 · revenue $11,930,795
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
- 63-0401358
- 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
- 1961
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Food, agriculture and nutrition (K200)
- Assets (IRS master file)
- $19,527,678
- Income (IRS master file)
- $14,705,815
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,705,815 | $14,545,989 | $19,527,678 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $12,637,060 | $13,797,390 | $20,433,738 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $12,252,122 | $13,341,652 | $21,418,403 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $12,119,811 | $11,974,422 | $22,690,741 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 63-0401358).
Questions about MONTGOMERY ACADEMY INC
- What is the EIN of MONTGOMERY ACADEMY INC?
- The employer identification number (EIN) of MONTGOMERY ACADEMY INC is 63-0401358.
- Is MONTGOMERY ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to MONTGOMERY ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY ACADEMY 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 MONTGOMERY ACADEMY 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 MONTGOMERY ACADEMY 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 MONTGOMERY ACADEMY INC?
- The 990 for the year ended June 30, 2025 names PETER J SELMAN.
- Who are the officers and directors of MONTGOMERY ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 2 received compensation from the organization, the highest $216,483 (JOHN MCWILLIAMS, HEAD OF SCHOOL).
- How much revenue does MONTGOMERY ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $14,705,815, expenses of $14,545,989 and total assets of $19,527,678 at year end.
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All nonprofits in MONTGOMERY · Alabama · Food, agriculture and nutrition