Skip to content
Nonprofiteer
← UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY

Form 990 for tax year 2023

Filed by UNIVERSITY OF NASHVILLE MONTGOMERY BELL ACADEMY.

Totals

Total revenue
$54,999,657
Total expenses
$45,687,439
Contributions and grants received
$13,098,309
Grants paid
$3,659,481
Program services expenses (Part IX)
$36,833,156
Management and general expenses
$6,056,851
Fundraising expenses
$2,797,432
Program service expenses (Part III)
$36,833,156

Program services were 80.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM F CARPENTER III

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM T DELAY

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN T MAY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CLAY T JACKSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CARTER PAINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ADMIRAL J WILSON PRUEHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM H HAWKINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • H LEE BARFIELD II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALLEN P MCDANIEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DUDLEY W WARNER II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT C BRANNON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER C WHITSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID B INGRAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM W HASTINGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID G MCCLELLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • G EDWARD POWELL JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EDWARD N GEORGE JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR CARL C AWH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BYRON W SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J BARRY BANKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BLAIR J WILSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM M WILSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BETH H HARWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN D S GAMBILL III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BEN S GAMBILL JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES L FLAUTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREA CARLTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • R WALTER HALE III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES L CHANDLER JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J HANLEY SAYERS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • P RHOADS ZIMMERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • W RIDLEY WILLS II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VARINA F BUNTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • G THOMAS CURTIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIM W DOWNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES R PICKEL JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J RYAN TYRRELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROCK A MORPHIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD FITZGERALD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVEN S RIVEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LUCY D HAYNES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAMELA R KOBAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN T ROCHFORD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN W EAKIN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEE F NOEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN R INGRAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARC K STENGEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARTIN S BROWN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J BRANSFORD WALLACE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID DILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WARD WALTEMATH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • L DEON GAINES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY BUNTIN JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM ALEXANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RASCOE B DEAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN COBB

    DIRECTOR OF JUNIOR SCHOOL

    Total calculated
    $168,489
    From this org
    $145,600
    From related orgs
    $0
    Other
    $22,889
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,600
    Bonus
    $0
    Other
    $0
    Deferred
    $14,560
    Nontaxable benefits
    $8,329
    Filer's total
    $168,489

  • JOSEPH W JOHNSON

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $252,435
    From this org
    $218,400
    From related orgs
    $0
    Other
    $34,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,400
    Bonus
    $0
    Other
    $0
    Deferred
    $21,840
    Nontaxable benefits
    $12,195
    Filer's total
    $252,435

  • VICKI A MATTHEWS

    DIRECTOR OF FINANCE & OPER

    Total calculated
    $258,570
    From this org
    $225,000
    From related orgs
    $0
    Other
    $33,570
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,000
    Bonus
    $0
    Other
    $0
    Deferred
    $24,750
    Nontaxable benefits
    $8,820
    Filer's total
    $258,570

  • WILLIAM DAUGHTREY

    HEAD OF SCHOOL

    Total calculated
    $628,458
    From this org
    $571,175
    From related orgs
    $0
    Other
    $57,283
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $450,000
    Bonus
    $0
    Other
    $121,175
    Deferred
    $45,000
    Nontaxable benefits
    $12,283
    Filer's total
    $628,458

  • TIM S BOYD

    ASSOCIATE HEAD OF SCHOOL

    Total calculated
    $260,160
    From this org
    $228,500
    From related orgs
    $0
    Other
    $31,660
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,500
    Bonus
    $0
    Other
    $0
    Deferred
    $22,850
    Nontaxable benefits
    $8,810
    Filer's total
    $260,160

  • MICHAEL S ANDERSON

    DIRECTOR OF ATHLETICS

    Total calculated
    $214,374
    From this org
    $185,491
    From related orgs
    $0
    Other
    $28,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,491
    Bonus
    $0
    Other
    $0
    Deferred
    $20,404
    Nontaxable benefits
    $8,479
    Filer's total
    $214,374

  • GREGORY C FERRELL

    DIRECTOR OF ADMISSIONS

    Total calculated
    $201,885
    From this org
    $171,150
    From related orgs
    $0
    Other
    $30,735
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,150
    Bonus
    $0
    Other
    $0
    Deferred
    $18,827
    Nontaxable benefits
    $11,908
    Filer's total
    $201,885

  • ROBERT C H SAWYER

    DEAN OF HIGH SCHOOL

    Total calculated
    $188,308
    From this org
    $159,000
    From related orgs
    $0
    Other
    $29,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,000
    Bonus
    $0
    Other
    $0
    Deferred
    $17,490
    Nontaxable benefits
    $11,818
    Filer's total
    $188,308

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
HOUSING IS PROVIDED TO THE HEAD OF SCHOOL.
PART I, LINE 1B
THE BOARD OF TRUSTEES DETERMINE THE HOUSING PROVIDED TO THE HEAD OF SCHOOL
PART I, LINE 4B
HEAD OF SCHOOL PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNAVAILBLE TO OTHER EMPLOYEES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
20 October 2025
IRS schema version
2023v6.0
Source object
202542939349301404

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.