Civic Intelligence

Montgomery Academy Inc.

990 • Fiscal year 2014 • EIN 63-0401358

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 27, 2015

Organization ProfileWWW.MONTGOMERYACADEMY.ORG

View Organization Page

3240 Vaughn Road36106

(334) 272-8210

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.60x

Higher debt load relative to assets than 76% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

1.23x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

58th percentile

6.2%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$223,824

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

35th percentile

1.0%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

9.6%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$26,963,591

Up $270,214 (+1.0%) from 2013

Net Assets

Up

$10,794,734

Up $806,622 (+8.1%) from 2013

Liabilities

Down

$16,168,857

Down $536,408 (-3.2%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin58th percentile

Revenue

$13,152,782

No earlier filing loaded for comparison.

Expenses

Up

$12,337,237

Up $306,775 (+2.5%) from 2013

Net Income

$815,545

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $29,363,888Liabilities 2010: $16,449,397Net Assets 2010: $12,914,4912010Assets 2011: $29,419,232Liabilities 2011: $17,617,881Net Assets 2011: $11,801,3512011Assets 2012: $27,773,935Liabilities 2012: $16,911,989Net Assets 2012: $10,861,9462012Assets 2013: $26,693,377Liabilities 2013: $16,705,265Net Assets 2013: $9,988,1122013Assets 2014: $26,963,591Liabilities 2014: $16,168,857Net Assets 2014: $10,794,7342014Assets 2015: $25,554,939Liabilities 2015: $15,098,303Net Assets 2015: $10,456,6362015Assets 2016: $25,194,163Liabilities 2016: $14,496,856Net Assets 2016: $10,697,3072016Assets 2017: $23,711,974Liabilities 2017: $13,621,756Net Assets 2017: $10,090,2182017Assets 2018: $22,701,512Liabilities 2018: $13,046,494Net Assets 2018: $9,655,0182018Assets 2019: $21,964,193Liabilities 2019: $12,965,899Net Assets 2019: $8,998,2942019Assets 2020: $22,347,255Liabilities 2020: $13,626,429Net Assets 2020: $8,720,8262020Assets 2021: $22,740,065Liabilities 2021: $12,097,522Net Assets 2021: $10,642,5432021Assets 2022: $22,690,741Liabilities 2022: $11,902,809Net Assets 2022: $10,787,9322022Assets 2023: $21,418,403Liabilities 2023: $11,720,001Net Assets 2023: $9,698,4022023Assets 2024: $20,433,738Liabilities 2024: $11,895,666Net Assets 2024: $8,538,0722024

Highlighted filing

2014

Assets$26,963,591
Liabilities$16,168,857
Net Assets$10,794,734
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,071,1992010Revenue 2011: $9,980,267Expenses 2011: $11,124,068Net Income 2011: -$1,143,8012011Expenses 2012: $11,704,6132012Expenses 2013: $12,030,4622013Revenue 2014: $13,152,782Expenses 2014: $12,337,237Net Income 2014: $815,5452014Revenue 2015: $11,794,009Expenses 2015: $12,122,358Net Income 2015: -$328,3492015Revenue 2016: $12,272,658Expenses 2016: $12,017,639Net Income 2016: $255,0192016Revenue 2017: $11,572,668Expenses 2017: $12,179,757Net Income 2017: -$607,0892017Revenue 2018: $11,854,658Expenses 2018: $12,289,858Net Income 2018: -$435,2002018Revenue 2019: $10,835,715Expenses 2019: $11,492,439Net Income 2019: -$656,7242019Revenue 2020: $11,005,286Expenses 2020: $11,282,754Net Income 2020: -$277,4682020Revenue 2021: $13,472,054Expenses 2021: $11,550,337Net Income 2021: $1,921,7172021Revenue 2022: $12,119,811Expenses 2022: $11,974,422Net Income 2022: $145,3892022Revenue 2023: $12,252,122Expenses 2023: $13,341,652Net Income 2023: -$1,089,5302023Revenue 2024: $12,637,060Expenses 2024: $13,797,390Net Income 2024: -$1,160,3302024

Highlighted filing

2014

Revenue$13,152,782
Expenses$12,337,237
Net Income$815,545
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 27, 2015
Return Version
2013v4.0
Gross Receipts
$13,156,028
Mission and Program Overview

Mission

The montgomery academy develops leaders committed to honor, scholarship, service and the pursuit of excellence.

College preparatory school, kindergarten through grade 12

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,670,491$21,003,068▼ $667,423
Cash and Non-Interest-Bearing Accounts$3,134,502$3,294,308▲ $159,806
Pledges and Grants Receivable$955,500$1,727,340▲ $771,840
Accounts Receivable$105,784$241,765▲ $135,981
Investments in Publicly Traded Securities$197,726$200,508▲ $2,782
Inventories for Sale or Use$238,048$116,305▼ $121,743
Savings and Temporary Cash Investments$101,728$101,728→ $0
Prepaid Expenses and Deferred Charges$39,572$35,485▼ $4,087
Total Assets$26,693,377$26,963,591▲ $270,214
Other Assets Total$250,026$243,084▼ $6,942
Liabilities
Tax Exempt Bond Liabilities$10,780,291$10,186,150▼ $594,141
Deferred Revenue$3,996,473$4,063,804▲ $67,331
Accounts Payable and Accrued Expenses$1,478,266$1,470,460▼ $7,806
Other Liabilities$217,609$265,609▲ $48,000
Mortgage Notes Payable Secured by Investment Property$232,626$182,834▼ $49,792
Total Liabilities$16,705,265$16,168,857▼ $536,408
Net Assets / Fund Balance
Unrestricted Net Assets$9,947,105$9,517,661▼ $429,444
Temporarily Rstr Net Assets$41,007$1,277,073▲ $1,236,066
Total Net Assets Fund Balance$9,988,112$10,794,734▲ $806,622
Total Liabilities and Net Assets / Fund Balance$26,693,377$26,963,591▲ $270,214

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,879,975$13,211,875$29,091,850
Equipment$1,094,289$2,977,874$4,072,163
Land$3,826,565-$3,826,565
Other Land Buildings$202,239$443,510$645,749
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David J FaraceHead of SchoolFT$188,565$35,259$223,824
Amy D ForrestChief Financial OfficerFT$93,085$7,628$100,713

Board Members and Trustees

NameTitle
M Clark SahlieDirector - President
Temple MilsapDirector - Vice President
Anita BarreraDirector
Brad KatzDirector
Carol Brewbaker HodgesDirector
Debby SpainDirector
Gill MckenzieDirector
Jim LeonardDirector
Krystal MimsDirector
Lee CopelandDirector
Lee HayesDirector
Lee SellersDirector
Leura CanaryDirector
Lewis GaydenDirector
Mike JenkinsDirector
Owen AronovDirector
Pete TaylorDirector
Rodney SmithDirector
Roly SinghDirector
Shannon SpeirDirector
Sommerville HillDirector
Steve DavidsonDirector
Ronnie BrownDirector - Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,251,497
Program Service Revenue
$10,783,925
Investment Income
$-2,096
Other Revenue
$119,456
All Other Contributions
$2,251,497
Change in Net Assets
$815,545

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 Traded10$290,172Fair Market Value (FMV)
Total Noncash Contributions10$290,172-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,206,257
Other Expenses$5,130,980
Total Fundraising Expense$265,034
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,144,380$535,859$117,478$5,797,717
Depreciation Depletion$1,060,523$94,471-$1,154,994
Occupancy$899,081$74,056-$973,137
All Other Expenses$453,793$223,703$67,275$744,771
Other Employee Benefits$592,475$56,502$11,060$660,037
Payroll Taxes$363,073$42,157$10,667$415,897
Current Officers, Directors, Trustees, and Key Employees$123,064$166,303$43,239$332,606
Interest-$319,977-$319,977
Other Expenses$185,267--$185,267
Advertising$4,141$85,014$9,315$98,470
Insurance$54,084$40,091-$94,175
Office Expenses$51,975$34,268$6,000$92,243
Fees for Services Accounting-$27,000-$27,000
Conferences and Meetings-$11,371-$11,371
Fees for Services Legal-$420-$420
Total Functional Expenses$10,361,011$1,711,192$265,034$12,337,237
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Agencies$265,609

Bond Issues

BondIssuerIssuedIssue PricePurpose
A63-04013582007-01-01$8,000,000CONSTRUCTION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

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
No
Backup withholding compliance
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Committees make monthly oral reports at the organization's board meeting. These reports are memorialized in written minutes of each board meeting.”

Form 990, Part VI, Section B, Line 11

“The finance committee operates as the audit committee. It meets annually with the audit firm to review the audited financial statements in detail. The audit firm then prepares the form 990 from the information is has obtained through the audit and reviewed with the audit committee.”

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

“Each board member is asked to review and sign a conflict of interest policy every year. This puts the board member on notice of their continuing obligation throughout the year. A presentation on the conflict of interest policy is given at the annual board retreat. New members are instructed on the policy as part of their new member orientation. Through out the year, attention is paid to identify potential conflicts that would prevent a board member from voting on a matter. If such a matter arises, the board member abstains from the vote.”

Form 990, Part VI, Section B, Line 15A

“The headmaster's salary is determined by using benchmark data from the national association of independent schools and negotiations between the headmaster and the board president, vice president and treasurer.”

Form 990, Part VI, Section C, Line 19

“The public portion of form 990 is available upon written request to anyone who requests a copy. It can also be found on various websites on the internet. The 990 is prepared using audited financial statements. All financial information is available through that document. Other documents are not required by law to be publicly available.”

Filing and Contact Details

Filer

EIN
63-0401358
Phone
3342728210

Signing Officer

Name
Amy D Forrest
Title
Chief Financial Officer
Phone
3342728210
Signed
2015-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy D Forrest
Formed
1959
Legal Domicile
Al
Voting Board Members
23
Independent Board Members
23
Employees
233
Volunteers
0

Preparer

Preparer
Lucinda S Bollinger
Phone
3348347660
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjustment to net assets for auxillary organization income -8,923.”

Raw XML AppendixShowing 400 of 687 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01478266
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01470460
IRS990/AccountsReceivableGrp/BOYAmt0105784
IRS990/AccountsReceivableGrp/EOYAmt0241765
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COLLEGE PREPARATORY SCHOOL, KINDERGARTEN THROUGH GRADE 12
IRS990/AdvertisingGrp/FundraisingAmt09315
IRS990/AdvertisingGrp/ManagementAndGeneralAmt085014
IRS990/AdvertisingGrp/ProgramServicesAmt04141
IRS990/AdvertisingGrp/TotalAmt098470
IRS990/AllOtherContributionsAmt02251497
IRS990/AllOtherExpensesGrp/FundraisingAmt067275
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0223703
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0453793
IRS990/AllOtherExpensesGrp/TotalAmt0744771
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10AMY D FORREST
IRS990/BooksInCareOfDetail/PhoneNum03342728210
IRS990/BooksInCareOfDetail/USAddress/AddressLine103240 VAUGHN ROAD
IRS990/BooksInCareOfDetail/USAddress/City0MONTGOMERY
IRS990/BooksInCareOfDetail/USAddress/State0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode036106
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03134502
IRS990/CashNonInterestBearingGrp/EOYAmt03294308
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt043239
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0166303
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0123064
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0332606
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt011371
IRS990/ConferencesMeetingsGrp/TotalAmt011371
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02251497
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-2096
IRS990/CYOtherExpensesAmt05130980
IRS990/CYOtherRevenueAmt0119456
IRS990/CYProgramServiceRevenueAmt010783925
IRS990/CYRevenuesLessExpensesAmt0815545
IRS990/CYSalariesCompEmpBnftPaidAmt07206257
IRS990/CYTotalExpensesAmt012337237
IRS990/CYTotalFundraisingExpenseAmt0265034
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013152782
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt03996473
IRS990/DeferredRevenueGrp/EOYAmt04063804
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt094471
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01060523
IRS990/DepreciationDepletionGrp/TotalAmt01154994
IRS990/Desc0COLLEGE PREPARATORY SCHOOL, KINDERGARTEN THROUGH GRADE 12
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0233
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt010361011
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027000
IRS990/FeesForServicesAccountingGrp/TotalAmt027000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0420
IRS990/FeesForServicesLegalGrp/TotalAmt0420
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2321729
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt247628
IRS990/Form990PartVIISectionAGrp/PersonNm0M CLARK SAHLIE
IRS990/Form990PartVIISectionAGrp/PersonNm1TEMPLE MILSAP
IRS990/Form990PartVIISectionAGrp/PersonNm2RONNIE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm3OWEN ARONOV
IRS990/Form990PartVIISectionAGrp/PersonNm4ANITA BARRERA
IRS990/Form990PartVIISectionAGrp/PersonNm5CAROL BREWBAKER HODGES
IRS990/Form990PartVIISectionAGrp/PersonNm6LEURA CANARY
IRS990/Form990PartVIISectionAGrp/PersonNm7LEE COPELAND
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVE DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm9LEWIS GAYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm10LEE HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm11SOMMERVILLE HILL
IRS990/Form990PartVIISectionAGrp/PersonNm12MIKE JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm13BRAD KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm14JIM LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm15GILL MCKENZIE
IRS990/Form990PartVIISectionAGrp/PersonNm16KRYSTAL MIMS
IRS990/Form990PartVIISectionAGrp/PersonNm17LEE SELLERS
IRS990/Form990PartVIISectionAGrp/PersonNm18ROLY SINGH
IRS990/Form990PartVIISectionAGrp/PersonNm19RODNEY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm20DEBBY SPAIN
IRS990/Form990PartVIISectionAGrp/PersonNm21SHANNON SPEIR
IRS990/Form990PartVIISectionAGrp/PersonNm22PETE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm23DAVID J FARACE
IRS990/Form990PartVIISectionAGrp/PersonNm24AMY D FORREST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23202095
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2493085
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR - PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR - VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR - TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-2260
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt013156028
IRS990/GrossRentsGrp/RealAmt03950
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt040091
IRS990/InsuranceGrp/ProgramServicesAmt054084
IRS990/InsuranceGrp/TotalAmt094175
IRS990/InterestGrp/ManagementAndGeneralAmt0319977
IRS990/InterestGrp/TotalAmt0319977
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0238048
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0116305
IRS990/InvestmentIncomeGrp/ExclusionAmt0164
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0164
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0197726
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0200508
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt035
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016633259
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021670491
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021003068
IRS990/LandBldgEquipCostOrOtherBssAmt037636327
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt02260
IRS990/LessRentalExpensesGrp/RealAmt0986
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE MONTGOMERY ACADEMY IS THE PURSUIT OF EXCELLENCE WITHIN THE FOUR MAJOR SPHERES OF ACADEMY LIFE: ACADEMICS, THE ARTS, ATHLETICS AND ACTIVITIES. IMPLICIT IN THIS IS THE EXISTENCE OF AN ENVIRONMENT IN WHICH STUDENTS ARE SIMULTANEOUSLY SUPPORTED AND CHALLENGED. THE ULTIMATE COMPONENT OF THIS MISSION IS TO ASSIST STUDENTS IN BECOMING ADULTS OF STRONG MORAL CHARACTER WHO CONTRIBUTE TO SOCIETY IN BOTH THEIR PROFESSIONAL AND COMMUNITY LIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0232626
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0182834
IRS990/NetAssetsOrFundBalancesBOYAmt09988112
IRS990/NetAssetsOrFundBalancesEOYAmt010794734
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2260
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2260
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02964
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02964
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0290172
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt074056
IRS990/OccupancyGrp/ProgramServicesAmt0899081
IRS990/OccupancyGrp/TotalAmt0973137
IRS990/OfficeExpensesGrp/FundraisingAmt06000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034268
IRS990/OfficeExpensesGrp/ProgramServicesAmt051975
IRS990/OfficeExpensesGrp/TotalAmt092243
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0250026
IRS990/OtherAssetsTotalGrp/EOYAmt0243084
IRS990/OtherChangesInNetAssetsAmt0-8923
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011060
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt056502
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0592475
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0660037
IRS990/OtherExpensesGrp/Desc0AUXILLARY SERVICES
IRS990/OtherExpensesGrp/Desc1TUITION ASSISTANCE
IRS990/OtherExpensesGrp/Desc2DEPARTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3EXTENDED DAY, CAMPS & O
IRS990/OtherExpensesGrp/ProgramServicesAmt0707168
IRS990/OtherExpensesGrp/ProgramServicesAmt1463832
IRS990/OtherExpensesGrp/ProgramServicesAmt2258155
IRS990/OtherExpensesGrp/ProgramServicesAmt3185267
IRS990/OtherExpensesGrp/TotalAmt0707168
IRS990/OtherExpensesGrp/TotalAmt1463832
IRS990/OtherExpensesGrp/TotalAmt2258155
IRS990/OtherExpensesGrp/TotalAmt3185267
IRS990/OtherLiabilitiesGrp/BOYAmt0217609
IRS990/OtherLiabilitiesGrp/EOYAmt0265609
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1611710
IRS990/OtherRevenueMiscGrp/Desc0PUBLICATION REVENUE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt068390
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt148102
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt068390
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt148102
IRS990/OtherRevenueTotalAmt0116492
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0117478
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0535859
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05144380
IRS990/OtherSalariesAndWagesGrp/TotalAmt05797717
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010667
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt042157
IRS990/PayrollTaxesGrp/ProgramServicesAmt0363073
IRS990/PayrollTaxesGrp/TotalAmt0415897
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0955500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01727340
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039572
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035485
IRS990/PrincipalOfficerNm0AMY D FORREST
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILLIARY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2CAMPS & OTHER PROGRAMS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,963,591
Liabilities
$16,168,857
Net assets
$10,794,734
Revenue
$13,152,782
Expenses
$12,337,237
Net income
$815,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.4$11.9$8.54$12.6$13.8$1.16
2023Detailed filing. Detailed filing data is available for this year.$21.4$11.7$9.70$12.3$13.3$1.09
2022Detailed filing. Detailed filing data is available for this year.$22.7$11.9$10.8$12.1$12.0$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$12.1$10.6$13.5$11.6$1.92
2020Detailed filing. Detailed filing data is available for this year.$22.3$13.6$8.72$11.0$11.3$0.28
2019Detailed filing. Detailed filing data is available for this year.$22.0$13.0$9.00$10.8$11.5$0.66
2018Detailed filing. Detailed filing data is available for this year.$22.7$13.0$9.66$11.9$12.3$0.44
2017Detailed filing. Detailed filing data is available for this year.$23.7$13.6$10.1$11.6$12.2$0.61
2016Detailed filing. Detailed filing data is available for this year.$25.2$14.5$10.7$12.3$12.0$0.26
2015Detailed filing. Detailed filing data is available for this year.$25.6$15.1$10.5$11.8$12.1$0.33
2014Detailed filing. Detailed filing data is available for this year.$27.0$16.2$10.8$13.2$12.3$0.82
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$16.7$9.99$12.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$16.9$10.9$11.7
2011Summary only. Only limited summary data is available for this year.$29.4$17.6$11.8$9.98$11.1$1.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$16.4$12.9$11.1