MONTGOMERY BELL ACADEMY OF THE UNI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1806

Legal Domicile

Principal Officer

VICKI MATTHEWS

Phone

6152985514

Tax Period

2022-07-01 to 2023-06-30

MONTGOMERY BELL ACADEMY OF THE UNIVERSITY OF NASHVILLE, founded in 1806, is a mid-sized nonprofit in the Education sector that reported $39.2M in total revenue in fiscal year 2022. Net assets of $284.3M represent 87 months of operating reserves.

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.

Program Service Accomplishments

Program 1

Expenses: $31,140,527 Revenue: $28,808,999

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.

Program 2

Expenses: $2,075,988 Revenue: $1,356,303

ATHLETICS PROGRAM- GRADES 7-12 STUDENTS PARTICIPATE IN INTERMURAL AND INTERSCHOLASTIC SPORTS INCLUDING BASEBALL, BASKETBALL, FOOTBALL, SOCCER, GOLF, TRACK, SWIMMING, AND WRESTLING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $8,037,476

Program Service Revenue $30,165,302

Investment Income $766,370

Other Revenue $272,359

TOTAL REVENUE $39,241,507

Expense Breakdown

Grants Paid $3,367,850

Salaries & Benefits $17,470,866

Fundraising Expenses $2,451,561

Program Expenses $33,216,515

Other Expenses $20,385,091

TOTAL EXPENSES $41,223,807

Year-over-Year Comparison

	2022	2021	Change
Revenue	$39,241,507	$36,829,322	+0.1%
Expenses	$41,223,807	$39,662,649	+0.0%
Net Income	$-1,982,300	$-2,833,327	-0.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

179

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,530,122

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM F CARPENTER III	CHAIRMAN	1.00	Officer Director	$0	$0	$0
WILLIAM T DELAY	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
BENJAMIN T MAY	TREASURER	1.00	Officer Director	$0	$0	$0
CLAY T JACKSON	SECRETARY	1.00	Officer Director	$0	$0	$0
CARTER PAINE	TRUSTEE	1.00	Director	$0	$0	$0
ADMIRAL J WILSON PRUEHER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM H HAWKINS	TRUSTEE	1.00	Director	$0	$0	$0
H LEE BARFIELD II	TRUSTEE	1.00	Director	$0	$0	$0
ALLEN P MCDANIEL	TRUSTEE	1.00	Director	$0	$0	$0
DUDLEY W WARNER II	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT C BRANNON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER C WHITSON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID B INGRAM	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM W HASTINGS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID G MCCLELLAN	TRUSTEE	1.00	Director	$0	$0	$0
G EDWARD POWELL JR	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD N GEORGE JR	TRUSTEE	1.00	Director	$0	$0	$0
DR CARL C AWH	TRUSTEE	1.00	Director	$0	$0	$0
BYRON W SMITH	TRUSTEE	1.00	Director	$0	$0	$0
J BARRY BANKER	TRUSTEE	1.00	Director	$0	$0	$0
BLAIR J WILSON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM M WILSON	TRUSTEE	1.00	Director	$0	$0	$0
BETH H HARWELL	TRUSTEE	1.00	Director	$0	$0	$0
BENJAMIN D S GAMBILL III	TRUSTEE	1.00	Director	$0	$0	$0
BEN S GAMBILL JR	TRUSTEE	1.00	Director	$0	$0	$0
JAMES L FLAUTT	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA CARLTON	TRUSTEE	1.00	Director	$0	$0	$0
R WALTER HALE III	TRUSTEE	1.00	Director	$0	$0	$0
JAMES L CHANDLER JR	TRUSTEE	1.00	Director	$0	$0	$0
J HANLEY SAYERS JR	TRUSTEE	1.00	Director	$0	$0	$0
P RHOADS ZIMMERMAN	TRUSTEE	1.00	Director	$0	$0	$0
W RIDLEY WILLS II	TRUSTEE	1.00	Director	$0	$0	$0
VARINA F BUNTIN	TRUSTEE	1.00	Director	$0	$0	$0
G THOMAS CURTIS	TRUSTEE	1.00	Director	$0	$0	$0
TIM W DOWNEY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES R PICKEL JR	TRUSTEE	1.00	Director	$0	$0	$0
J RYAN TYRRELL	TRUSTEE	1.00	Director	$0	$0	$0
ROCK A MORPHIS	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD FITZGERALD	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN S RIVEN	TRUSTEE	1.00	Director	$0	$0	$0
LUCY D HAYNES	TRUSTEE	1.00	Director	$0	$0	$0
PAMELA R KOBAN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN T ROCHFORD	TRUSTEE	1.00	Director	$0	$0	$0
JOHN W EAKIN JR	TRUSTEE	1.00	Director	$0	$0	$0
LEE F NOEL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN R INGRAM	TRUSTEE	1.00	Director	$0	$0	$0
MARC K STENGEL	TRUSTEE	1.00	Director	$0	$0	$0
MARTIN S BROWN JR	TRUSTEE	1.00	Director	$0	$0	$0
J BRANSFORD WALLACE	TRUSTEE	1.00	Director	$0	$0	$0
BRADFORD GIOIA	HEADMASTER	50.00	Officer	$624,171	$512,448	$1,136,619
JOSEPH W JOHNSON	DIRECTOR OF DEVELOPMENT	40.00	Officer	$197,296	$19,354	$216,650
VICKI A MATTHEWS	DIRECTOR OF FINANCE & OPERATIONS	40.00	Officer	$163,756	$13,097	$176,853
TIM S BOYD	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$198,150	$11,897	$210,047
MICHAEL S ANDERSON	DIRECTOR OF ATHLETICS	40.00	Highest	$135,714	$5,200	$140,914
GREGORY C FERRELL	DIR OF ADMISSIONS & FINANCIAL AID	40.00	Highest	$152,196	$19,169	$171,365
ROBERT C H SAWYER	DEAN OF HIGH SCHOOL	40.00	Highest	$135,276	$18,444	$153,720
VIRGINIA MADDUX	DIRECTOR OF COLLEGE COUNSELING	40.00	Highest	$145,137	$13,528	$158,665

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$39,241,507	$41,223,807	$328,453,921	$-1,982,300
2022	$36,829,322	$39,662,649	$323,068,469	$-2,833,327
2021	$41,667,135	$36,255,854	$303,405,415	$5,411,281
2020	$54,586,064	$43,197,617	$285,620,784	$11,388,447
2019	$47,520,069	$43,940,845	$269,196,112	$3,579,224
2018	$141,205,282	$33,151,959	$262,570,102	$108,053,323

MONTGOMERY BELL ACADEMY OF THE UNIVERSITY OF NASHVILLE