Civic Intelligence

Montgomery Academy Inc.

990 • Fiscal year 2019 • EIN 63-0401358

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 15, 2020

Organization ProfileWWW.MONTGOMERYACADEMY.ORG

View Organization Page

3240 Vaughn RoadMontgomery, AL 36106

(334) 272-8210

Siviq Scores

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

Liabilities / Assets

78th percentile

0.59x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

1.20x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

21st percentile

-6.1%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$216,708

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

20th percentile

-3.2%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-8.6%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$21,964,193

Down $737,319 (-3.2%) from 2018

Net Assets

Down

$8,998,294

Down $656,724 (-6.8%) from 2018

Liabilities

Down

$12,965,899

Down $80,595 (-0.6%) from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin21st percentile

Revenue

Down

$10,835,715

Down $1,018,943 (-8.6%) from 2018

Expenses

Down

$11,492,439

Down $797,419 (-6.5%) from 2018

Net Income

Down

-$656,724

Down $221,524 (-51%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2019

Assets$21,964,193
Liabilities$12,965,899
Net Assets$8,998,294
Open 2019 Filing

Operations Trend

Revenue Growth21st 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

2019

Revenue$10,835,715
Expenses$11,492,439
Net Income-$656,724
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 15, 2020
Return Version
2018v3.1
Gross Receipts
$10,906,217
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$18,620,141$17,807,979▼ $812,162
Cash and Non-Interest-Bearing Accounts$2,737,646$3,071,217▲ $333,571
Pledges and Grants Receivable$783,804$438,222▼ $345,582
Accounts Receivable$30,137$285,666▲ $255,529
Savings and Temporary Cash Investments$200,000$200,000→ $0
Inventories for Sale or Use$125,460$92,568▼ $32,892
Prepaid Expenses and Deferred Charges$55,752$65,041▲ $9,289
Investments Other Securities$36,079$0▼ $36,079
Total Assets$22,701,512$21,964,193▼ $737,319
Other Assets Total$112,493$3,500▼ $108,993
Liabilities
Tax Exempt Bond Liabilities$8,403,715$8,123,145▼ $280,570
Deferred Revenue$3,102,360$3,421,327▲ $318,967
Accounts Payable and Accrued Expenses$1,013,314$905,456▼ $107,858
Other Liabilities$527,105$515,971▼ $11,134
Total Liabilities$13,046,494$12,965,899▼ $80,595
Net Assets / Fund Balance
Unrestricted Net Assets$8,987,146$8,408,222▼ $578,924
Temporarily Rstr Net Assets$667,872$590,072▼ $77,800
Total Net Assets Fund Balance$9,655,018$8,998,294▼ $656,724
Total Liabilities and Net Assets / Fund Balance$22,701,512$21,964,193▼ $737,319

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,442,623$17,624,500$30,067,123
Equipment$784,858$3,707,118$4,491,976
Land$4,436,584-$4,436,584
Other Land Buildings$143,914$487,554$631,468
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James L SpencerFormer Head of SchoolFT$190,000$26,708$216,708
John McwilliamsHead of SchoolFT$126,055$14,757$140,812
Amy D ForrestChief Financial OfficerFT$101,299$12,131$113,430

Board Members and Trustees

NameTitle
Ronald C Brown JrTrustee - President
Temple MillsapTrustee - Vice President
Alex CarothersTrustee
Anita BarreraTrustee
Cade ArmstrongTrustee
Courtney WilliamsTrustee
Delecia McintyreTrustee
Dina WinstonTrustee
Doug RobertsonTrustee
Emilie ReidTrustee
John FosheeTrustee
Katie SlawsonTrustee
Krystal MimsTrustee
Laurie WeilTrustee
Owen AronovTrustee
Peter SelmanTrustee
Rodney SmithTrustee
Shana JamesTrustee
Shannon SpeirTrustee
Steve DavidsonTrustee
Tamika ReedTrustee
Wade SegrestTrustee
Dave BordenTrustee - Secretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$792,200
Program Service Revenue
$10,354,860
Investment Income
$-60,541
Other Revenue
$-250,804
All Other Contributions
$619,975
Change in Net Assets
$-656,724

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 Traded7$101,818Fair Market Value (FMV)
Total Noncash Contributions7$101,818-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,751,980
Other Expenses$4,149,229
Grants and Similar Amounts Paid$591,230
Total Fundraising Expense$206,189
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,756,112$183,593$43,369$4,983,074
Pension Plan Contributions$1,061,761$75,458$11,358$1,148,577
Depreciation Depletion$916,784$86,102-$1,002,886
Occupancy$716,821$59,043-$775,864
Grants to Domestic Individuals$591,230--$591,230
Current Officers, Directors, Trustees, and Key Employees$203,829$275,445$71,616$550,890
All Other Expenses$240,088$110,676$58,728$409,492
Interest-$361,831-$361,831
Other Expenses$0$140,148$546$140,694
Office Expenses$47,340$54,501$2,557$104,398
Advertising$739$86,365$8,988$96,092
Insurance$35,471$42,339-$77,810
Payroll Taxes$25,692$34,720$9,027$69,439
Fees for Services Accounting-$39,890-$39,890
Conferences and Meetings-$15,714-$15,714
Total Functional Expenses$9,720,425$1,565,825$206,189$11,492,439
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 Foundation$248,766
Interest Rate Swap$155,317
Due to Agencies$111,888

Bond Issues

BondIssuerIssuedIssue PricePurpose
AThe Montgomery Academy2017-09-19$8,537,877CONSTRUCTION

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
Yes
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
Yes
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 11B

“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 it 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 15

“The head of school's salary is determined by using benchmark data from the national association of independent schools and negotiations between the head of school 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

Filer Name
The Montgomery Academy
EIN
63-0401358
Phone
3342728210
Address
3240 VAUGHN ROAD, MONTGOMERY, AL 36106

Signing Officer

Name
Ronald C Brown Jr President
Title
Board of Trustees
Phone
3342728210
Signed
2020-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald C Brown Jr Pre
Formed
1959
Legal Domicile
Al
Voting Board Members
23
Independent Board Members
23
Employees
195
Volunteers
50

Preparer

Firm
Jackson Thornton & Co Pc
Address
PO BOX 96, MONTGOMERY, AL 36101-0096
Preparer
Christine K Cook
Phone
3348347660
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management evaluated the academy's tax positions and concluded that the academy had taken no uncertain tax positions that require adjustment to the financial statements.”

Raw XML AppendixShowing 400 of 709 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm15KATIE SLAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm16RODNEY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm17DELECIA MCINTYRE
IRS990/Form990PartVIISectionAGrp/PersonNm18SHANNON SPEIR
IRS990/Form990PartVIISectionAGrp/PersonNm19LAURIE WEIL
IRS990/Form990PartVIISectionAGrp/PersonNm20CADE ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm21WADE SEGREST
IRS990/Form990PartVIISectionAGrp/PersonNm22DOUG ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHN MCWILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm24AMY D FORREST
IRS990/Form990PartVIISectionAGrp/PersonNm25JAMES L SPENCER
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/ReportableCompFromOrgAmt23126055
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24101299
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25208236
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/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE - VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE - SECRETARY/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt25FORMER HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-70309
IRS990/GainOrLossGrp/SecuritiesAmt0-193
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt0591230
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0591230
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0591230
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt010906217
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt042339
IRS990/InsuranceGrp/ProgramServicesAmt035471
IRS990/InsuranceGrp/TotalAmt077810
IRS990/InterestGrp/ManagementAndGeneralAmt0361831
IRS990/InterestGrp/TotalAmt0361831
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0125460
IRS990/InventoriesForSaleOrUseGrp/EOYAmt092568
IRS990/InvestmentIncomeGrp/ExclusionAmt09961
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09961
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt036079
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0107
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021819172
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018620141
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017807979
IRS990/LandBldgEquipCostOrOtherBssAmt039627151
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt070309
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0193
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MONTGOMERY ACADEMY DEVELOPS LEADERS COMMITTED TO HONOR, SCHOLARSHIP, SERVICE AND THE PURSUIT OF EXCELLENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09655018
IRS990/NetAssetsOrFundBalancesEOYAmt08998294
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-70502
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-70502
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt059043
IRS990/OccupancyGrp/ProgramServicesAmt0716821
IRS990/OccupancyGrp/TotalAmt0775864
IRS990/OfficeExpensesGrp/FundraisingAmt02557
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt054501
IRS990/OfficeExpensesGrp/ProgramServicesAmt047340
IRS990/OfficeExpensesGrp/TotalAmt0104398
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0112493
IRS990/OtherAssetsTotalGrp/EOYAmt03500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0AUXILIARY SERVICES
IRS990/OtherExpensesGrp/Desc1DEPARTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc2ATHLETIC EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0140148
IRS990/OtherExpensesGrp/ProgramServicesAmt0718475
IRS990/OtherExpensesGrp/ProgramServicesAmt1218433
IRS990/OtherExpensesGrp/ProgramServicesAmt2187650
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0718475
IRS990/OtherExpensesGrp/TotalAmt1218433
IRS990/OtherExpensesGrp/TotalAmt2187650
IRS990/OtherExpensesGrp/TotalAmt3140694
IRS990/OtherLiabilitiesGrp/BOYAmt0527105
IRS990/OtherLiabilitiesGrp/EOYAmt0515971
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1523000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1LOSS ON INTEREST RATE SWAP
IRS990/OtherRevenueMiscGrp/ExclusionAmt013506
IRS990/OtherRevenueMiscGrp/ExclusionAmt1-264310
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013506
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-264310
IRS990/OtherRevenueTotalAmt0-250804
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt043369
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0183593
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04756112
IRS990/OtherSalariesAndWagesGrp/TotalAmt04983074
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09027
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt034720
IRS990/PayrollTaxesGrp/ProgramServicesAmt025692
IRS990/PayrollTaxesGrp/TotalAmt069439
IRS990/PensionPlanContributionsGrp/FundraisingAmt011358
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt075458
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01061761
IRS990/PensionPlanContributionsGrp/TotalAmt01148577
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0783804
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0438222
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt055752
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065041
IRS990/PrincipalOfficerNm0RONALD C BROWN JR PRE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,964,193
Liabilities
$12,965,899
Net assets
$8,998,294
Revenue
$10,835,715
Expenses
$11,492,439
Net income
-$656,724
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