MONTGOMERY BELL ACADEMY

NASHVILLE, TN, 37205 (615) 298-5514 Est. 1806 EIN 62-0513741

B250 - Education 990 - Public charity return 501(c)(3)

www.montgomerybell.edu

Mission

MONTGOMERY BELL ACADEMY OFFERS YOUNG MEN AN EXEMPLARY COLLEGE PREPARATORY EXPERIENCE, ASSISTING THEM TO BE "GENTLEMEN, SCHOLARS, AND ATHLETES AND YOUNG MEN OF WISDOM AND MORAL INTEGRITY WHO WILL MAKE SIGNIFICANT CONTRIBUTIONS TO SOCIETY.

Financials

Total Revenue

$46,351,974

Total Expenses

$46,421,591

Net Assets

$311,742,662

446 employees 100 volunteers

From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve

6.7 years Healthy

Net assets / monthly expenses

Year-over-Year Change

Revenue ↓ 15.7%

Expenses ↑ 1.6%

Revenue Sources

Contributions 20.8% Earned revenue 73.2% Investment 5.7%

Expense Breakdown

Program 80.8% Management 12.9% Fundraising 6.4%

Officers & Key Employees (62)

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Grants Received (490)

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Filing History (7 filings)

Year	Revenue	Expenses	Net Assets
2024 990 - Public charity return Jul 1, 2024 to Jun 30, 2025	$46,351,974 ↓	$46,421,591	$311,742,662
2023 990 - Public charity return Jul 1, 2023 to Jun 30, 2024	$54,999,657 ↑	$45,687,439	$299,494,814
2022 990 - Public charity return Jul 1, 2022 to Jun 30, 2023	$39,241,507 ↑	$41,223,807	$284,335,943
2021 990 - Public charity return Jul 1, 2021 to Jun 30, 2022	$36,829,322 ↓	$39,662,649	$278,407,587
2020 990 - Public charity return Jul 1, 2020 to Jun 30, 2021	$41,667,135 ↓	$36,255,854	$287,103,021
2019 990 - Public charity return Jul 1, 2019 to Jun 30, 2020	$54,586,064 ↓	$43,197,617	$264,756,950
2017 990 - Public charity return Jul 1, 2017 to Jun 30, 2018	$141,205,282	$33,151,959	$247,044,286