2023-05-15T08:45:40-05:00 2022-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2021-07-01 621296326 CURREY INGRAM ACADEMY CURR 6155073167 6544 MURRAY LANE BRENTWOOD TN 37027 JIM HOLZER DIRECTOR OF FINANCE 6155073167 2023-05-12 1 JIM HOLZER 999009999 LAUREN MOSES P02156583 6153836592 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR JEFFREY L MITCHELL 6544 MURRAY LANE BRENTWOOD TN 37027 45459212 0 X WWW.CURREYINGRAM.ORG X 1968 TN THE MISSION OF CURREY INGRAM ACADEMY IS TO PROVIDE AN EXEMPLARY K-12 DAY AND BOARDING PROGRAM THAT EMPOWERS STUDENTS WITH LEARNING DIFFERENCES TO ACHIEVE THEIR FULLEST POTENTIAL. 18 16 239 30 0 0 2618354 1437410 15105771 18787638 1422656 -1119424 620114 664830 19766895 19770454 2702577 3323042 0 0 8961183 10128890 0 0 469749 6971170 7758660 18634930 21210592 1131965 -1440138 68664811 64472369 16569824 15270345 52094987 49202024 THE MISSION OF CURREY INGRAM ACADEMY IS TO PROVIDE AN EXEMPLARY K-12 DAY AND BOARDING PROGRAM THAT EMPOWERS STUDENTS WITH LEARNING DIFFERENCES TO ACHIEVE THEIR FULLEST POTENTIAL. 0 0 19347039 3323042 18787638 CURREY INGRAM ACADEMY IS A NONPROFIT KINDERGARTEN THROUGH TWELFTH GRADE COLLEGE PREPARATORY SCHOOL OF APPROXIMATELY 400 STUDENTS WHO HAVE LEARNING DIFFERENCES. 19347039 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 71 0 1 239 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X JIM HOLZER 6155073242 6544 MURRAY LANE BRENTWOOD TN 37027 STEVE KROEGER PRESIDENT 2.00 X X 0 0 0 MILLER HOGAN PAST PRESIDENT 2.00 X X 0 0 0 STEPHEN BRODY DIRECTOR 2.00 X 0 0 0 TED CORNELIUS DIRECTOR 2.00 X 0 0 0 WILLIAM FRIST DIRECTOR 2.00 X 0 0 0 SUSAN HAMMER DIRECTOR 2.00 X 0 0 0 FRANK HARAF DIRECTOR 2.00 X 0 0 0 ROB HARRIS DIRECTOR 2.00 X 0 0 0 CAROL HENDERSON HEWITT DIRECTOR 2.00 X 0 0 0 ERIC KEEN DIRECTOR 2.00 X 0 0 0 MYRA LEATHERS DIRECTOR 2.00 X 0 0 0 BRAD LOCKE DIRECTOR 2.00 X 0 0 0 KRISI MCCALL DIRECTOR 2.00 X 0 0 0 ADRIENNE MCRAE DIRECTOR 2.00 X 0 0 0 FRANKLIN PARGH DIRECTOR 2.00 X 0 0 0 MOLLY ROLLINS DIRECTOR 2.00 X 0 0 0 CINDY SHANER DIRECTOR 2.00 X 0 0 0 STEVEN SIMMONS DIRECTOR 2.00 X 0 0 0 DR JEFFREY MITCHELL HEAD OF SCHOOL 40.00 X 503770 0 19500 AMANDA ELLIOTT DIR OF FINANCE 40.00 X 100516 0 0 MARY RAGGSDALE MS - DEPT HEAD 40.00 X 122065 0 0 DANIELLE BARTON LS - DEPT HEAD 40.00 X 107378 0 0 SHANNON POLK MS - ASST DEPT HEAD 40.00 X 105612 0 0 DREW BINGHAM DIR OF TECH 40.00 X 104003 0 0 JARED CLODFELTER US - DEPT HEAD 40.00 X 102163 0 0 1145507 0 19500 8 0 1 0 SODEXO INC & AFFILIATES PO BOX 536922 ATLANTA GA 30353 DINING SERVICES 949695 SCHOOL FACILITY MANAGEMENT LLC 800 18TH AVE SOUTH STE A NASHVILLE TN 37203 GROUNDS & MAINTENANCE 546167 SERVICEFM LLC 800 18TH AVE S STE A NASHVILLE TN 37203 CUSTODIAL SERVICES 482183 MIC WRIGHT SPECIALTY PO BOX 934030 ATLANTA GA 31193 INSURANCE SERVICES 101279 4 1437410 59551 1437410 TUITION 611600 17002738 17002738 CHILD DEVELOPMENT CENTER 900099 706371 706371 DEWAR'S TUITION REFUND 900099 319074 319074 DIAGNOSTIC CENTER 900099 219812 219812 APPLICATION & ENROLLMENT 900099 170750 170750 368893 368893 18787638 1087 1087 546860 0 546860 546860 546860 24540152 25660663 -1120511 -1120511 -1120511 146065 28095 117970 117970 19770454 18787638 0 -454594 3323042 3323042 614350 550247 39153 24950 8077017 7234237 514751 328029 246381 223971 18100 4310 597164 542848 43868 10448 593978 539951 43635 10392 74213 74213 37450 37450 4540 3639 882 19 167827 158965 8862 124823 81614 41711 1498 98679 57837 24654 16188 400706 400706 125847 125847 2692848 2692848 170426 170426 CONTRACT SERVICES 1836839 1450598 357161 29080 FOOD EXPENSE 373840 295232 72690 5918 MATERIALS AND SUPPLIES 344426 304552 38777 1097 STUDENT CONTRACT DISCOU 302165 302165 1004031 888314 86759 28958 21210592 19347039 1393804 469749 4494874 4395236 431890 2553399 5700506 4249601 743239 1067689 86880 81484 91685 144535 69353717 29519982 42122317 39833735 14987763 12143301 5657 3389 68664811 64472369 517480 428791 9380673 9291334 6667466 5550220 4205 0 16569824 15270345 X 39040235 37376184 13054752 11825840 52094987 49202024 68664811 64472369 -1440138 -1452825 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 14870401 2192242 -2589011 14473632 9831292 2666400 2372709 14870401 9468957 315079 500537 453281 9831292 8476595 657996 370510 36144 9468957 4791770 3411697 377339 104211 8476595 0.46070 0.53930 0.00000 0 0 2986766 2986766 53205549 20775921 32429628 6231362 2089544 4141818 2920087 2533538 386549 4009953 4120979 -111026 39833735 X 15022682 -1452825 28095 -1424730 16447412 3323042 3323042 19770454 17915645 28095 28095 17887550 3323042 3323042 21210592 PART V, LINE 4: THE ACADEMY HAS A POLICY OF APPROPRIATING AN ANNUAL DISTRIBUTION UP TO 4% OF THE THREE YEAR HISTORICAL AVERAGE OF THE ENDOWMENT FUND FOR SCHOLARSHIPS AND FINANCIAL ASSISTANCE. PART X, LINE 2: THE ACADEMY IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ACADEMY FOLLOWS FASB 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 50% LIKELY OF BEING RECOGNIZED UPON ULTIMATE SETTLEMENT. THE ACADEMY HAS NO TAX PENALTIES OR INTEREST REPORTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 28,095. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 3,323,042. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 28,095. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 3,323,042. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 OUR ADMISSIONS BROCHURE AND ANNUAL REPORT REFLECT OUR NONDISCRIMINATORY POLICY. GOLF TOURNAMENT 121855 121855 11265 9524 4082 1844 GIFT WRAP 16823 16823 2 7387 7387 1380 146065 146065 11265 9524 4082 3224 28095 117970 1 SCHOLARSHIPS FOR STUDENTS 168 3323042 FMV GENERAL SCHOLARSHIP PART I, LINE 2: THE SCHOLARSHIP COMMITTEE MEETS 4-5 TIMES PER YEAR TO DETERMINE WHO QUALIFIES FOR SCHOLARSHIPS. NO CASH IS EXCHANGED BETWEEN THE STUDENTS AND THE ACADEMY; IT IS SIMPLY A DEDUCTION OFF THEIR ANNUAL TUITION THEREFORE, NO MONITORING OF THE FUNDS IS REQUIRED. EMPLOYEES WHO MEET SPECIFIED EMPLOYMENT REQUIREMENTS MAY QUALIFY FOR TUITION REDUCTION FOR CHILDREN ENROLLED AT CURREY INGRAM ACADEMY. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 DR JEFFREY MITCHELL HEAD OF SCHOOL 370941 0 132829 0 0 0 19500 0 0 0 523270 0 0 0 PART I, LINE 1A JEFFREY MITCHELL- HOUSING BENEFIT AND GOLF MEMBERSHIP PART I, LINE 4B CURREY INGRAM MAINTAINS A 457(F) PLAN ON ITS BOOKS WITH A VALUE OF $27,739 THAT HAS NOT YET VESTED ON BEHALF OF JEFFREY MITCHELL. NO CONTRIBUTIONS WERE MADE DURING FY21 TOWARDS THE 457(F) PLAN. A IDB WILLIAMSON CTY TN 522018208 2009-10-20 6105000 REFUND 2003 BOND ISSUE PRICE 0 0 0 B IDB WILLIAMSON CTY TN 522018208 2019-09-05 7000000 EDUCATIONAL FACILITIES 0 0 0 A 5120000 6105000 6105000 2010 0 1 1 1 B 1117923 5683143 2020 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 1 1 TRUIST 13.400000000000 0 0 0 0 0 B 0 0 0 0 1 0 TRUIST 13.400000000000 0 0 0 0 0 A 0 B 0 NASHVILLE SOCCER CLUB RELATED TO SUBSTANTIAL CONTRIBUTOR 450542 PAYMENT FOR COSTS RELATED TO CONSTRUCTION OF ATHLETIC FACILITY AND FIELDS, DEFERRED RENTAL INCOME FOR SOCCER FIELDS AND ATHLETIC PAVILION. 0 X 8 26899 FMV X MISCELLANEOUS 97 32652 FMV 0 0 0 FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION THE MISSION OF CURREY INGRAM ACADEMY IS TO PROVIDE AN EXEMPLARY K-12 DAY AND BOARDING PROGRAM THAT EMPOWERS STUDENTS WITH LEARNING DIFFERENCES TO ACHIEVE THEIR FULLEST POTENTIAL. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO ACT ON BEHALF OF THE BOARD OF TRUSTEES IN EMERGENCY SITUATIONS REQUIRING IMMEDIATE ACTION. MINUTES OF ALL EXECUTIVE COMMITTEE MEETINGS WILL BE MAILED TO BOARD MEMBERS, EXCEPT FOR MEETINGS OR PORTIONS OF MEETINGS WHICH ARE DECLARED EXECUTIVE SESSIONS BY THE COMMITTEE CHAIR. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 WILL BE E-MAILED TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CODE OF ETHICS STATEMENT WHICH SOLIDIFIES THEIR COMMITMENT TO THE BOARD. BOARD MEMBERS AGREE TO REFRAIN FROM VOTING ON MATTERS IN WHICH THERE IS A CONFLICT. IF A CONFLICT IS ESCALATED IT IS HANDLED ON A CASE BY CASE BASIS BY THE REMAINING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES THE SALARY FOR THE HEAD OF SCHOOL. THE HEAD OF THE SCHOOL DETERMINES SALARIES FOR ALL EMPLOYEES. THE COMPENSATION IS DETERMINED FIRST FROM THE BUDGET AMOUNT ALLOCATED IN TOTAL BY THE BOARD. THEN THE CONTRACT AMOUNT PER INDIVIDUAL IS BASED ON DUTIES, COMPARABLE INDUSTRY STANDARDS, EDUCATION, AND EXPERIENCE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, GRIEVANCE POLICY, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.