CURREY INGRAM ACADEMY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CURREY INGRAM ACADEMY (EIN 62-1296326)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202001969349305900
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T19:17:38-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SECOND AVE SOUTH STE 1240 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621296326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURREY INGRAM ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CURR | BusinessNameControlTxt |
| Phone | 6155073167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6544 MURRAY LANE | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD HANDSHY | PersonNm |
| Person Title | ASSIST. HEAD OF SCHOOL-FINANCE | PersonTitleTxt |
| Phone | 6155073167 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN T DOLAN | PreparerPersonNm |
| PTIN | P00666397 | PTIN |
| Phone | 6153836592 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.52.69.71 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 15:37:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1614B048C5D714BD8125ADCF375DA181E0CF03B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR JEFFREY L MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6544 MURRAY LANE | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,063,019 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CURREYINGRAM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF CURREY INGRAM ACADEMY IS TO PROVIDE AN EXEMPLARY K-12 DAY SCHOOL PROGRAM THAT EMPOWERS STUDENTS WITH LEARNING DIFFERENCES TO ACHIEVE THEIR FULLEST POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 222 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,141,161 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,968,713 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,688,013 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,116,419 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,697 | PYInvestmentIncomeAmt |
| CY Investment Income | -$6,679 | CYInvestmentIncomeAmt |
| PY Other Revenue | $74,903 | PYOtherRevenueAmt |
| CY Other Revenue | $68,852 | CYOtherRevenueAmt |
| PY Total Revenue | $20,946,774 | PYTotalRevenueAmt |
| CY Total Revenue | $26,147,305 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,907,463 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,999,563 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,007,457 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,548,969 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $168,073 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $377,809 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,657,713 | PYOtherExpensesAmt |
| CY Other Expenses | $5,642,844 | CYOtherExpensesAmt |
| PY Total Expenses | $16,572,633 | PYTotalExpensesAmt |
| CY Total Expenses | $16,359,449 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,374,141 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,787,856 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,195,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,107,878 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,652,142 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,350,653 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,543,275 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,757,225 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF CURREY INGRAM ACADEMY IS TO PROVIDE AN EXEMPLARY K-12 DAY SCHOOL PROGRAM THAT EMPOWERS STUDENTS WITH LEARNING DIFFERENCES TO ACHIEVE THEIR FULLEST POTENTIAL. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,022,375 | ExpenseAmt |
| Grant | $1,999,563 | GrantAmt |
| Revenue | $14,116,419 | RevenueAmt |
| Desc | CURREY INGRAM ACADEMY IS A NONPROFIT KINDERGARTEN THROUGH TWELFTH GRADE COLLEGE PREPARATORY SCHOOL OF APPROXIMATELY 300 STUDENTS WHO HAVE LEARNING DIFFERENCES. | Desc |
| Total Program Service Expenses | $15,022,375 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 222 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAD HANDSHY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6155073242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6544 MURRAY LANE | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEVE KROEGER | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRANK J HARAF JR MD | |||||||
| FIRST VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN H HAMMER SEE SCH O | |||||||
| SECOND VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $3,157 | $0 | $0 | |
| MOLLY ROLLINS | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM R FRIST | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| G MILLER HOGAN II | |||||||
| PAST PRESIDENT/OMBUDSMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMY BURRUS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY DOUGLASS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN DUHON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL H HEWITT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HEYMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HOBBS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD LOCKE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER C LODEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADRIENNE MCRAE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT R PHILLIPS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK J RILEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW ZMUGG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JEFFREY MITCHELL | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $342,918 | $0 | $42,686 | ||
| CHAD J HANDSHY | |||||||
| ASST HEAD OF SC FINANCE & ADMIN | 40.00 | Yes (X) | $185,516 | $0 | $9,274 | ||
| JANE HANNAH | |||||||
| ASST HEAD OF SC | 40.00 | $115,386 | $0 | $9,514 | Yes (X) | ||
| JOYCELYN YOUNG | |||||||
| UPPER SCHOOL DIVISION HEAD | 40.00 | $101,032 | $0 | $5,050 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $748,009 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,524 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | DINING SERVICES | $746,850 |
| SCHOOL FACILITY MANAGEMENT LLC | |||||
| 800 18TH AVE SOUTH STE A | NASHVILLE | TN | 37203 | GROUNDS & MAINTENANCE | $369,114 |
| SERVICEFM LLC | |||||
| 800 18TH AVE S STE A | NASHVILLE | TN | 37203 | CUSTODIAL SERVICES | $313,588 |
| WINKLER GROUP | |||||
| 1036 EWALL STREET | MT PLEASANT | SC | 29464 | FUNDRAISING/CONSULTING | $201,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $98,990 | FundraisingAmt |
| All Other Contributions | $11,869,723 | AllOtherContributionsAmt |
| Noncash Contributions | $4,134,215 | NoncashContributionsAmt |
| Total Contributions | $11,968,713 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $12,395,815 | $12,395,815 |
| CHILD DEVELOPMENT CENTER | 900099 | $568,253 | $568,253 |
| DIAGNOSTIC CENTER | 900099 | $457,310 | $457,310 |
| DEWAR'S TUITION REFUND | 900099 | $225,033 | $225,033 |
| STUDENT FEES | 900099 | $214,644 | $214,644 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $255,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $255,364 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,116,419 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,839 | TotalRevenueColumnAmt |
| Exclusion | $82,839 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,874 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,874 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,874 | TotalRevenueColumnAmt |
| Exclusion | $42,874 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,763,195 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,850,165 | SecuritiesAmt |
| Other | $2,548 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$86,970 | SecuritiesAmt |
| Other | -$2,548 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$89,518 | TotalRevenueColumnAmt |
| Exclusion | -$89,518 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $88,979 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $98,990 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,001 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,978 | TotalRevenueColumnAmt |
| Exclusion | $25,978 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,147,305 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,116,419 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,173 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,999,563 | TotalAmt |
| Program Services | $1,999,563 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,310 | TotalAmt |
| Program Services | $505,939 | ProgramServicesAmt |
| Management And General | $42,735 | ManagementAndGeneralAmt |
| Fundraising | $5,636 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,729,382 | TotalAmt |
| Program Services | $6,142,163 | ProgramServicesAmt |
| Management And General | $518,801 | ManagementAndGeneralAmt |
| Fundraising | $68,418 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,980 | TotalAmt |
| Program Services | $242,464 | ProgramServicesAmt |
| Management And General | $13,569 | ManagementAndGeneralAmt |
| Fundraising | $2,947 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,574 | TotalAmt |
| Program Services | $467,716 | ProgramServicesAmt |
| Management And General | $26,174 | ManagementAndGeneralAmt |
| Fundraising | $5,684 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,723 | TotalAmt |
| Program Services | $474,408 | ProgramServicesAmt |
| Management And General | $26,549 | ManagementAndGeneralAmt |
| Fundraising | $5,766 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,393 | TotalAmt |
| Management And General | $25,393 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,700 | TotalAmt |
| Management And General | $35,700 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,073 | TotalAmt |
| Fundraising | $168,073 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,247 | TotalAmt |
| Program Services | $59,250 | ProgramServicesAmt |
| Management And General | $5,780 | ManagementAndGeneralAmt |
| Fundraising | $9,217 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,779 | TotalAmt |
| Program Services | $152,531 | ProgramServicesAmt |
| Fundraising | $8,248 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,171 | TotalAmt |
| Program Services | $59,668 | ProgramServicesAmt |
| Management And General | $47,332 | ManagementAndGeneralAmt |
| Fundraising | $10,171 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,698 | TotalAmt |
| Program Services | $46,880 | ProgramServicesAmt |
| Management And General | $8,818 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,214 | TotalAmt |
| Program Services | $351,214 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,863 | TotalAmt |
| Program Services | $157,863 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,683,601 | TotalAmt |
| Program Services | $1,683,601 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,806 | TotalAmt |
| Program Services | $131,806 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $1,469,309 | $1,297,025 | $131,173 | $41,111 |
| BAD DEBTS | $325,906 | $325,906 | ||
| FOOD EXPENSE | $285,851 | $226,432 | $22,900 | $36,519 |
| MATERIALS AND SUPPLIES | $204,375 | $169,607 | $30,692 | $4,076 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,931 | TotalAmt |
| Program Services | $528,339 | ProgramServicesAmt |
| Management And General | $23,649 | ManagementAndGeneralAmt |
| Fundraising | $11,943 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,359,449 | TotalAmt |
| Program Services | $15,022,375 | ProgramServicesAmt |
| Management And General | $959,265 | ManagementAndGeneralAmt |
| Fundraising | $377,809 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,333,392 | BOYAmt |
| EOY | $6,270,340 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,610 | BOYAmt |
| EOY | $393,235 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,725,921 | BOYAmt |
| EOY | $8,744,938 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,794 | BOYAmt |
| EOY | $694,542 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,986 | BOYAmt |
| EOY | $47,605 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,122 | BOYAmt |
| EOY | $85,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,347,144 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,651,838 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,561,635 | BOYAmt |
| EOY | $29,695,306 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,099,803 | BOYAmt |
| EOY | $8,134,495 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,154 | BOYAmt |
| EOY | $41,598 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,195,417 | BOYAmt |
| EOY | $54,107,878 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,257 | BOYAmt |
| EOY | $494,971 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,822 | BOYAmt |
| EOY | $1,505,535 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,084,063 | BOYAmt |
| EOY | $2,350,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $147 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,652,142 | BOYAmt |
| EOY | $4,350,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,544,866 | BOYAmt |
| EOY | $33,655,900 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,540,268 | BOYAmt |
| EOY | $8,985,188 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,458,141 | BOYAmt |
| EOY | $7,116,137 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,543,275 | BOYAmt |
| EOY | $49,757,225 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,195,417 | BOYAmt |
| EOY | $54,107,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,787,856 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $426,094 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,476,595 | BeginningYearBalanceAmt |
| Contributions | $657,996 | ContributionsAmt |
| Investment Earnings Or Losses | $370,510 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $36,144 | OtherExpendituresAmt |
| End Year Balance | $9,468,957 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,791,770 | BeginningYearBalanceAmt |
| Contributions | $3,411,697 | ContributionsAmt |
| Investment Earnings Or Losses | $377,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $104,211 | OtherExpendituresAmt |
| End Year Balance | $8,476,595 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,446,167 | BeginningYearBalanceAmt |
| Contributions | $17,980 | ContributionsAmt |
| Investment Earnings Or Losses | $585,125 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $257,502 | OtherExpendituresAmt |
| End Year Balance | $4,791,770 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,608,884 | BeginningYearBalanceAmt |
| Contributions | $40,055 | ContributionsAmt |
| Investment Earnings Or Losses | -$28,854 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $173,918 | OtherExpendituresAmt |
| End Year Balance | $4,446,167 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,968,600 | BeginningYearBalanceAmt |
| Contributions | $1,640,284 | ContributionsAmt |
| End Year Balance | $4,608,884 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24850 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75150 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,986,766 | OtherCostOrOtherBasisAmt |
| Book Value | $2,986,766 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,946,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,513,597 | DepreciationAmt |
| Book Value | $25,432,468 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,176,830 | OtherCostOrOtherBasisAmt |
| Depreciation | $892,133 | DepreciationAmt |
| Book Value | $284,697 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $317,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $308,590 | DepreciationAmt |
| Book Value | $8,835 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,920,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,937,518 | DepreciationAmt |
| Book Value | $982,540 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,695,306 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP | Desc |
| Amt | $147 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $147 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,636,837 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $426,094 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $63,001 | OtherRevenueAmt |
| Revenue Not Reported | $489,095 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,147,742 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,999,563 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,999,563 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,147,305 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,422,887 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $63,001 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $63,001 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,359,886 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,999,563 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,999,563 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,359,449 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ENTITYS 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 63,001. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID/SCHOLARSHIPS 1,999,563. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 63,001. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID/SCHOLARSHIPS 1,999,563. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | OUR ADMISSIONS BROCHURE AND ANNUAL REPORT REFLECT OUR NONDISCRIMINATORY POLICY. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINKLER GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1036 EWALL STREET | AddressLine1Txt |
| City | MT PLEASANT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $11,173,395 | GrossReceiptsAmt |
| Retained By Contractor | $168,073 | RetainedByContractorAmt |
| Net To Organization | $11,005,322 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $11,173,395 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $168,073 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $11,005,322 | TotalNetToOrganizationAmt |
| Licensed States | TN | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TRIVIA AND TACOS | Event1Nm |
| Gross Receipts Event1 | $91,011 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $35,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $55,661 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,266 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,434 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,550 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,358 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $87,083 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $63,640 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $23,443 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $7,705 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $8,025 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $7,211 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,202 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $9,875 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $9,875 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $250 | CashPrizesOtherEventsAmt |
| Gross Receipts Total | $187,969 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $98,990 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $88,979 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $250 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $7,705 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,291 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,645 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,550 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,560 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $63,001 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $25,978 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS | GrantTypeTxt |
| Recipient | 128 | RecipientCnt |
| Non Cash Assistance | $1,999,563 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | GENERAL SCHOLARSHIP | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JEFFREY MITCHELL | ||||||||||||||
| HEAD OF SCHOOL | $342,918 | $0 | $0 | $0 | $0 | $0 | $26,500 | $0 | $16,186 | $0 | $385,604 | $0 | $0 | $0 |
| CHAD J HANDSHY | ||||||||||||||
| ASST HEAD OF SC FINANCE & ADMIN | $185,516 | $0 | $0 | $0 | $0 | $0 | $9,274 | $0 | $0 | $0 | $194,790 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 FY19 TOWARDS THE 457(F) PLAN. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| IDB WILLIAMSON CTY TN | |||||||
| A | 522018208 | 2009-10-20 | $6,105,000 | REFUND 2003 BOND ISSUE PRICE | 0 | 0 | 0 |
| IDB WILLIAMSON CTY TN | |||||||
| B | 522018208 | 2013-05-03 | $4,100,000 | EDUCATIONAL FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $3,755,000 | $6,105,000 | $6,105,000 | 2010 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $4,100,000 | $4,100,000 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUNTRUST | ||||||||||||
| A | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 13.400000000000 | 0 | 0 | 0 | 0 | 0 |
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| G MILLER HOGAN II | |||
| BOARD MEMBER | $17,860 | LEGAL SERVICES | 0 |
| NASHVILLE SOCCER CLUB | |||
| RELATED TO SUBSTANTIAL CONTRIBUTOR | $258,000 | RECEIVABLE FOR COSTS RELATED TO CONSTRUCTION OF ATHLETIC FACILITY AND FIELDS. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,113,034 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 1 | $17,314 | FMV |
| Yes (X) | MISCELLANEOUS | 1 | $3,867 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION | THE MISSION OF CURREY INGRAM ACADEMY IS TO PROVIDE AN EXEMPLARY K-12 DAY SCHOOL PROGRAM THAT EMPOWERS STUDENTS WITH LEARNING DIFFERENCES TO ACHIEVE THEIR FULLEST POTENTIAL. |
| FORM 990, PART III, LINE 2 | CURREY INGRAM ACADEMY (CIA) BROKE GROUND ON A BOARDING FACILITY, AND SOCCER FIELDS AND AN ATHELTIC PAVILION IN PARTNERSHIP WITH NASHVILLE SOCCER CLUB (NSC). CIA DID NOT HAVE A SIGNED CONTRACT WITH NASHVILLE SC UNTIL FY20 (OF WHICH CIA WOULD NOT RECEIVE DIRECT BENEFIT FROM NSC BESIDES THE PERIODIC USE OF THE NEW FACILITIES), AND BOARDING SERVICES WILL NOT OPEN UNTIL FY21. |
| FORM 990, PART VI, SECTION A, LINE 1 | 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. |
| PART VII, SECTION A, SUSAN HAMMER | SUSAN HAMMER SERVED ON THE BOARD FROM 7/1/18-11/11/18 AND 6/1/19-6/30/19. SHE REMOVED HERSELF FROM THE BOARD AND WAS PAID AS A CONTRACT EMPLOYEE FROM 11/11/18-6/1/19. SHE WAS NOT PAID AS A BOARD MEMBER DURING HER TIME SERVING THE BOARD. |