Civic Intelligence

Battle Ground Academy

EIN 62-0125920 • 501(c)3 • Franklin, TN

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Profile

Battle ground academy is a college preparatory school dedicated to developing the intellectual, moral, creative and physical aspects of each student and to assist students in the realization of their potential for personal fulfillment and service to others.

336 Ernest Rice LaneFranklin, TN 37069

www.battlegroundacademy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.18x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

0.42x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

39th percentile

1.1%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

1.9%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

4.9%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$67,008,455

Up $3,582,975 (+5.6%) from 2024

Liabilities

Up

$9,567,060

Up $1,279,380 (+15%) from 2024

Net Assets

Up

$57,441,395

Up $2,303,595 (+4.2%) from 2024

Operations
Liabilities / Revenue55th percentileNet Margin39th percentile

Revenue

Up

$31,171,136

Up $2,004,487 (+6.9%) from 2024

Expenses

Up

$29,732,359

Up $2,074,954 (+7.5%) from 2024

Net Income

Down

$1,438,777

Down $70,467 (-4.7%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $36,922,380Liabilities 2010: $13,487,536Net Assets 2010: $23,434,8442010Assets 2011: $38,790,804Liabilities 2011: $13,129,160Net Assets 2011: $25,661,6442011Assets 2012: $42,550,124Liabilities 2012: $16,078,355Net Assets 2012: $26,471,7692012Assets 2013: $42,578,483Liabilities 2013: $13,874,857Net Assets 2013: $28,703,6262013Assets 2014: $44,196,356Liabilities 2014: $12,683,413Net Assets 2014: $31,512,9432014Assets 2015: $44,202,630Liabilities 2015: $11,110,233Net Assets 2015: $33,092,3972015Assets 2016: $42,791,758Liabilities 2016: $10,342,942Net Assets 2016: $32,448,8162016Assets 2017: $46,660,537Liabilities 2017: $11,696,940Net Assets 2017: $34,963,5972017Assets 2018: $46,565,789Liabilities 2018: $10,383,050Net Assets 2018: $36,182,7392018Assets 2019: $56,002,657Liabilities 2019: $9,898,573Net Assets 2019: $46,104,0842019Assets 2020: $55,682,044Liabilities 2020: $8,909,255Net Assets 2020: $46,772,7892020Assets 2021: $64,807,815Liabilities 2021: $12,644,366Net Assets 2021: $52,163,4492021Assets 2022: $62,773,782Liabilities 2022: $11,285,290Net Assets 2022: $51,488,4922022Assets 2023: $63,962,615Liabilities 2023: $11,315,238Net Assets 2023: $52,647,3772023Assets 2024: $63,425,480Liabilities 2024: $8,287,680Net Assets 2024: $55,137,8002024Assets 2025: $67,008,455Liabilities 2025: $9,567,060Net Assets 2025: $57,441,3952025

Highlighted filing

2025

Assets$67,008,455
Liabilities$9,567,060
Net Assets$57,441,395
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $17,896,9142010Expenses 2011: $16,941,0492011Expenses 2012: $16,435,4682012Expenses 2013: $16,399,7252013Revenue 2014: $18,201,113Expenses 2014: $16,966,448Net Income 2014: $1,234,6652014Revenue 2015: $17,935,310Expenses 2015: $16,502,911Net Income 2015: $1,432,3992015Revenue 2016: $18,149,333Expenses 2016: $17,803,216Net Income 2016: $346,1172016Revenue 2017: $19,759,309Expenses 2017: $18,633,045Net Income 2017: $1,126,2642017Revenue 2018: $20,355,890Expenses 2018: $19,801,933Net Income 2018: $553,9572018Revenue 2019: $30,365,769Expenses 2019: $20,708,772Net Income 2019: $9,656,9972019Revenue 2020: $20,708,725Expenses 2020: $20,806,187Net Income 2020: -$97,4622020Revenue 2021: $27,819,976Expenses 2021: $23,700,188Net Income 2021: $4,119,7882021Revenue 2022: $25,765,415Expenses 2022: $23,530,648Net Income 2022: $2,234,7672022Revenue 2023: $27,020,350Expenses 2023: $26,711,621Net Income 2023: $308,7292023Revenue 2024: $29,166,649Expenses 2024: $27,657,405Net Income 2024: $1,509,2442024Revenue 2025: $31,171,136Expenses 2025: $29,732,359Net Income 2025: $1,438,7772025

Highlighted filing

2025

Revenue$31,171,136
Expenses$29,732,359
Net Income$1,438,777
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,008,455
Liabilities
$9,567,060
Net assets
$57,441,395
Revenue
$31,171,136
Expenses
$29,732,359
Net income
$1,438,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$67.0$9.57$57.4$31.2$29.7$1.44
2024Detailed filing. Detailed filing data is available for this year.$63.4$8.29$55.1$29.2$27.7$1.51
2023Detailed filing. Detailed filing data is available for this year.$64.0$11.3$52.6$27.0$26.7$0.31
2022Detailed filing. Detailed filing data is available for this year.$62.8$11.3$51.5$25.8$23.5$2.23
2021Detailed filing. Detailed filing data is available for this year.$64.8$12.6$52.2$27.8$23.7$4.12
2020Detailed filing. Detailed filing data is available for this year.$55.7$8.91$46.8$20.7$20.8$0.10
2019Detailed filing. Detailed filing data is available for this year.$56.0$9.90$46.1$30.4$20.7$9.66
2018Detailed filing. Detailed filing data is available for this year.$46.6$10.4$36.2$20.4$19.8$0.55
2017Detailed filing. Detailed filing data is available for this year.$46.7$11.7$35.0$19.8$18.6$1.13
2016Detailed filing. Detailed filing data is available for this year.$42.8$10.3$32.4$18.1$17.8$0.35
2015Detailed filing. Detailed filing data is available for this year.$44.2$11.1$33.1$17.9$16.5$1.43
2014Detailed filing. Detailed filing data is available for this year.$44.2$12.7$31.5$18.2$17.0$1.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.6$13.9$28.7$16.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.6$16.1$26.5$16.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.8$13.1$25.7$16.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$13.5$23.4$17.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 24, 2026
Return Version
2024v5.5
Gross Receipts
$43,961,326
Mission and Program Overview

Mission

Battle ground academy is a college preparatory school dedicated to developing the intellectual, moral, creative and physical aspects of each student and to assist students in the realization of their potential for personal fulfillment and service to others

Battle ground academy is dedicated to developing each student to realize their potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$37,258,529$37,352,388▲ $93,859
Investments in Publicly Traded Securities$19,071,541$19,238,514▲ $166,973
Savings and Temporary Cash Investments$4,407,853$5,460,781▲ $1,052,928
Prepaid Expenses and Deferred Charges$465,514$1,626,979▲ $1,161,465
Cash and Non-Interest-Bearing Accounts$600$1,457,261▲ $1,456,661
Pledges and Grants Receivable$1,783,873$1,005,364▼ $778,509
Accounts Receivable$107,082$272,237▲ $165,155
Inventories for Sale or Use$66,883$67,664▲ $781
Total Assets$63,425,480$67,008,455▲ $3,582,975
Other Assets Total$263,605$527,267▲ $263,662
Liabilities
Deferred Revenue$4,605,225$5,570,178▲ $964,953
Tax Exempt Bond Liabilities$2,515,280$2,188,197▼ $327,083
Accounts Payable and Accrued Expenses$418,898$1,246,625▲ $827,727
Other Liabilities$237,677$562,060▲ $324,383
Unsecured Notes Loans Payable$510,600$0▼ $510,600
Total Liabilities$8,287,680$9,567,060▲ $1,279,380
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$43,990,038$44,676,024▲ $685,986
Net Assets With Donor Restrictions$11,147,762$12,765,371▲ $1,617,609
Total Net Assets Fund Balance$55,137,800$57,441,395▲ $2,303,595
Total Liabilities and Net Assets / Fund Balance$63,425,480$67,008,455▲ $3,582,975

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$32,389,506$23,823,950$56,213,456
Land$4,699,479-$4,699,479
Equipment$147,827$1,660,614$1,808,441
Other Land Buildings$115,576$682,227$797,803

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,988,223$329,711▲ $1,093,209$388,313$10,022,830
2023$8,181,336$159,092▲ $1,036,610$388,815$8,988,223
2022$7,568,219$347,573▲ $641,347$375,803$8,181,336
2021$8,944,667$121,621▼ $1,110,866$387,203$7,568,219
2020$7,445,993$129,204▲ $2,122,113$752,643$8,944,667
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
William Frank KeslerHead of SchoolFT$354,884$109,140$464,024
Jesse UnderwoodAssistant Head of School for AdvancementFT$216,642$5,000$221,642
Jesse UnderwoodAssistant Head of School for Advance-$216,540$5,102$221,642
M Andrew PhelpsAssistant Head of FinanceFT$152,032$28,298$180,330
Freddy Ray EavesAssistant Head of School of Operations and Co-CURFT$148,938$12,356$161,294
Freddy Ray EavesAssistant Head of School of Operatio-$148,830$12,464$161,294
Bobby BentleyHead Football CoachFT$144,304$2,188$146,492
Shannon DishmanHead of Middle SchoolFT$132,818$6,630$139,448
Roberta GoertzDirector of EnrollmentFT$125,558$11,170$136,728

Board Members and Trustees

NameTitle
Colleen HokeBoard Chair
Matt LigonImmediate Past President
Hamilton BowmanVice Chair
Adam BallashTrustee
Allen SillsTrustee
Camille SmallTrustee
Chas MortonTrustee
David LockeTrustee
Elizabeth GoodwinTrustee
Greg HermanTrustee
James JewellTrustee
Kunu KaushalTrustee
Lucibeth MayberryTrustee
Lyn KnopfTrustee
Preston BrownTrustee
Sterling SmithTrustee
Cedric CocoAt Large
Eric SchultenoverAt Large
John JewellAt Large
Sondra MorrisAt Large
Stu WarrenSecretary
Mike HammontreeTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FlikDining ServicesPO BOX 91337, Chicago, IL 60693-1337$1,710,593
Apex Building Services LLCJanitorial ServicesPO BOX 1831, Brentwood, TN 37024$460,912
Noland Service CompanyMaintenance And Hvac Services6334 ARNO ROAD, Franklin, TN 37064$270,088
Sikes Services LLCLandscaping ServicesPO BOX 4250, Chattanooga, TN 37405$256,520
Total Group LLCMaintenance Contract And Hvac Services15115 OLD HICKORY BLVD STE B, Nashville, TN 37211$221,498
Revenue and Support

Revenue Composition

Contributions and Grants
$2,108,545
Program Service Revenue
$27,110,424
Investment Income
$1,240,684
Other Revenue
$711,483
All Other Contributions
$1,894,160
Change in Net Assets
$1,438,777

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded21$772,445Fair Market Value (FMV)
Other Non Cash Contri Table74$53,159-
Total Noncash Contributions95$825,604-

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,197,977
Revenue Not Reported on Financial Statements
$2,973,159
Revenue Not Reported on Form 990
$1,210,429
Other Revenue Adjustments
$2,897,053
Total Revenue per Audited Statements
$29,408,406
Total Revenue per Form 990
$31,171,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,968,475
Other Expenses$9,866,831
Grants and Similar Amounts Paid$2,897,053
Total Fundraising Expense$1,414,235
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,413,779$2,627,434$825,693$12,866,906
Occupancy$2,359,444$771,549$135,626$3,266,619
Grants to Domestic Individuals$2,897,053--$2,897,053
Other Employee Benefits$1,473,736$409,362$163,531$2,046,629
Depreciation Depletion$1,222,666$289,992$70,282$1,582,940
Payroll Taxes$673,254$187,011$74,706$934,971
Current Officers, Directors, Trustees, and Key Employees$468,025$132,474$43,853$644,352
Pension Plan Contributions$342,482$95,132$38,003$475,617
All Other Expenses$362,123--$362,123
Office Expenses$26,846$331,161-$358,007
Other Expenses$336,644$738,631-$336,644
Information Technology$167,295$86,770$35,000$289,065
Insurance-$230,143-$230,143
Fees for Services Other-$143,202-$143,202
Conferences and Meetings$73,538$54,287-$127,825
Fees for Service Investment Mgmnt Fees-$76,106-$76,106
Travel$59,109$7,856$1,024$67,989
Interest$36,106--$36,106
Advertising$5,449-$26,517$31,966
Total Functional Expenses$22,137,014$6,181,110$1,414,235$29,732,359

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,732,359
Total Expenses per Audited Statements$27,104,811
Expenses per Audited Statements$26,759,200
Expenses Not Reported on Financial Statements$2,973,159
Other Expense Adjustments$2,897,053
Expenses Not Reported on Form 990$345,611
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$350,753
Fundraising Direct Expenses$207,870
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Denim and Diamonds$448,745$234,360$35,374$198,986
Golf Tournament$100,593$100,593$11,710$88,883
Total Events$565,138$350,753$207,868$142,885
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Others$345,866
Endowment Payable$108,221
Funds Held for Others$107,973

Bond Issues

BondIssuerIssuedIssue PricePurpose
AFranklin Tn H&e Board2020-06-12$4,695,280Payoff of series 1994a and series 2009 bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,695,280-$3,430,000-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of form 990 is reviewed by the chief financial officer and audit committee before filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The oranization circulates a conflict of interest questionnaire to all board members on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Information obtained through the national association for independent schools and other regional organizations provide comparative data for salaries in comparable roles at similar schools.”

Form 990, Part VI, Section C, Line 19

“The organization will provide copies of its governing documents, conflict of interest policy, and financial statements upon request.”

Filing and Contact Details

Filer

Filer Name
Battle Ground Academy
EIN
62-0125920
Phone
6157943501
Address
336 ERNEST RICE LANE, FRANKLIN, TN 37069

Signing Officer

Name
Andrew Phelps
Title
CFO
Phone
6157943501
Signed
2026-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Phelps
Formed
1902
Legal Domicile
Tn
Voting Board Members
22
Independent Board Members
22
Employees
313
Volunteers
375

Preparer

Firm
Lbmc Pc
Address
PO BOX 1869, BRENTWOOD, TN 37024-1869
Preparer
Abigail Campbell
Phone
6153774600
Supplemental Narrative

Additional Explanations

Form 990 Part I Line I

“Battle ground academy is a college preparatory school dedicated to developing the intellectual, moral, creative and physical aspects of each student and to assist students in the realization of their potential for personal fulfillment and service to others.”

Financial Statement Notes

PART V, LINE 4:

“The permanently restricted endowment is to be held in perpetuity with the income from such assets expendable to support certain programs. Intended uses of the endowment include supporting the operating budget and to fund scholarships for students to attend battle ground academy.”

PART X, LINE 2:

“The academy is exempt from federal income taxes under the provisions of internal revenue code section 501(c)(3), and, accordingly, no provision for income taxes is included in the financial statements. The academy follows financial accounting standards board ("fasb") accounting standards codification ("asc") guidance clarifying the accounting for uncertainty in income taxes recognized in an entity's financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement. The academy has no uncertain tax positions at june 30, 2025 and 2024. The academy has no tax penalties or interest reported in the accompanying financial statements. It is management of the academy's policy to recognize interest and/or penalties related to income tax matters in income tax expense. The academy files a u.s. Federal information tax return.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expense 207,870. Loss on disposal of assets 97,741.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid/scholarships 2,897,053.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expense 207,870. Loss on disposal of assets 97,741.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid/scholarships 2,897,053.”

Raw XML AppendixShowing 400 of 946 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01246625
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IRS990/AccountsReceivableGrp/EOYAmt0272237
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BATTLE GROUND ACADEMY IS DEDICATED TO DEVELOPING EACH STUDENT TO REALIZE THEIR POTENTIAL.
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IRS990/BooksInCareOfDetail/USAddress/CityNm0FRANKLIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
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IRS990/Desc0BATTLE GROUND ACADEMY IS A COLLEGE PREPARATORY SCHOOL DEDICATED TO DEVELOPING THE INTELLECTUAL, MORAL, CREATIVE AND PHYSICAL ASPECTS OF EACH STUDENT, AND TO ASSIST STUDENTS IN THE REALIZATION OF THEIR POTENTIAL. THE SCHOOL CURRENTLY HAS OVER 990 STUDENTS ENROLLED AND AN ANNUAL GRADUATION OF 93 SENIORS PREPARED FOR SUCCESS IN COLLEGE.
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