2020-07-14T19:17:38-05:00 2019-06-30 560574444 CHERRY BEKAERT LLP 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2018-07-01 621296326 CURREY INGRAM ACADEMY CURR 6155073167 6544 MURRAY LANE BRENTWOOD TN 37027 CHAD HANDSHY ASSIST. HEAD OF SCHOOL-FINANCE 6155073167 2020-07-13 1 STEPHEN T DOLAN P00666397 6153836592 68.52.69.71 2020-07-13 15:37:30 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1614B048C5D714BD8125ADCF375DA181E0CF03B7 2018 2020-09-22 18:59:49Z DR JEFFREY L MITCHELL 6544 MURRAY LANE BRENTWOOD TN 37027 45063019 0 X WWW.CURREYINGRAM.ORG X 1968 TN 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. 18 18 222 150 0 0 6141161 11968713 14688013 14116419 42697 -6679 74903 68852 20946774 26147305 1907463 1999563 0 0 9007457 8548969 0 168073 377809 5657713 5642844 16572633 16359449 4374141 9787856 45195417 54107878 5652142 4350653 39543275 49757225 X 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. 1 0 15022375 1999563 14116419 CURREY INGRAM ACADEMY IS A NONPROFIT KINDERGARTEN THROUGH TWELFTH GRADE COLLEGE PREPARATORY SCHOOL OF APPROXIMATELY 300 STUDENTS WHO HAVE LEARNING DIFFERENCES. 15022375 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 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 78 0 1 222 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X CHAD HANDSHY 6155073242 6544 MURRAY LANE BRENTWOOD TN 37027 X STEVE KROEGER PRESIDENT 2.00 X X 0 0 0 FRANK J HARAF JR MD FIRST VICE PRESIDENT 2.00 X X 0 0 0 SUSAN H HAMMER SEE SCH O SECOND VICE PRESIDENT 2.00 X X 3157 0 0 MOLLY ROLLINS SECRETARY 2.00 X X 0 0 0 WILLIAM R FRIST TREASURER 2.00 X X 0 0 0 G MILLER HOGAN II PAST PRESIDENT/OMBUDSMAN 2.00 X X 0 0 0 AMY BURRUS TRUSTEE 2.00 X 0 0 0 KIMBERLY DOUGLASS TRUSTEE 2.00 X 0 0 0 HELEN DUHON TRUSTEE 2.00 X 0 0 0 CAROL H HEWITT TRUSTEE 2.00 X 0 0 0 STEVE HEYMAN TRUSTEE 2.00 X 0 0 0 JAMES HOBBS TRUSTEE 2.00 X 0 0 0 BRAD LOCKE TRUSTEE 2.00 X 0 0 0 HEATHER C LODEN TRUSTEE 2.00 X 0 0 0 ADRIENNE MCRAE TRUSTEE 2.00 X 0 0 0 SCOTT R PHILLIPS TRUSTEE 2.00 X 0 0 0 PATRICK J RILEY TRUSTEE 2.00 X 0 0 0 ANDREW ZMUGG TRUSTEE 2.00 X 0 0 0 DR JEFFREY MITCHELL HEAD OF SCHOOL 40.00 X 342918 0 42686 CHAD J HANDSHY ASST HEAD OF SC FINANCE & ADMIN 40.00 X 185516 0 9274 JANE HANNAH ASST HEAD OF SC 40.00 X 115386 0 9514 JOYCELYN YOUNG UPPER SCHOOL DIVISION HEAD 40.00 X 101032 0 5050 748009 0 66524 4 0 1 0 SODEXO INC & AFFILIATES PO BOX 536922 ATLANTA GA 30353 DINING SERVICES 746850 SCHOOL FACILITY MANAGEMENT LLC 800 18TH AVE SOUTH STE A NASHVILLE TN 37203 GROUNDS & MAINTENANCE 369114 SERVICEFM LLC 800 18TH AVE S STE A NASHVILLE TN 37203 CUSTODIAL SERVICES 313588 WINKLER GROUP 1036 EWALL STREET MT PLEASANT SC 29464 FUNDRAISING/CONSULTING 201516 4 98990 11869723 4134215 11968713 TUITION 611600 12395815 12395815 CHILD DEVELOPMENT CENTER 900099 568253 568253 DIAGNOSTIC CENTER 900099 457310 457310 DEWAR'S TUITION REFUND 900099 225033 225033 STUDENT FEES 900099 214644 214644 255364 255364 14116419 82839 82839 42874 0 42874 42874 42874 18763195 18850165 2548 -86970 -2548 -89518 -89518 88979 98990 63001 25978 25978 26147305 14116419 0 62173 1999563 1999563 554310 505939 42735 5636 6729382 6142163 518801 68418 258980 242464 13569 2947 499574 467716 26174 5684 506723 474408 26549 5766 25393 25393 35700 35700 168073 168073 74247 59250 5780 9217 160779 152531 8248 117171 59668 47332 10171 55698 46880 8818 351214 351214 157863 157863 1683601 1683601 131806 131806 CONTRACT SERVICES 1469309 1297025 131173 41111 BAD DEBTS 325906 325906 FOOD EXPENSE 285851 226432 22900 36519 MATERIALS AND SUPPLIES 204375 169607 30692 4076 563931 528339 23649 11943 16359449 15022375 959265 377809 4333392 6270340 704610 393235 3725921 8744938 520794 694542 66986 47605 117122 85819 52347144 22651838 30561635 29695306 5099803 8134495 65154 41598 45195417 54107878 197257 494971 1370822 1505535 4084063 2350000 0 147 5652142 4350653 X 31544866 33655900 1540268 8985188 6458141 7116137 39543275 49757225 45195417 54107878 9787856 426094 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 8476595 657996 370510 36144 9468957 4791770 3411697 377339 104211 8476595 4446167 17980 585125 257502 4791770 4608884 40055 -28854 173918 4446167 2968600 1640284 4608884 0.24850 0.75150 0.00000 0 0 2986766 2986766 41946065 16513597 25432468 1176830 892133 284697 317425 308590 8835 5920058 4937518 982540 29695306 INTEREST RATE SWAP 147 147 X 24636837 426094 63001 489095 24147742 1999563 1999563 26147305 14422887 63001 63001 14359886 1999563 1999563 16359449 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. 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. X X X X X 1 WINKLER GROUP 1036 EWALL STREET MT PLEASANT SC 29464 CAPITAL CAMPAIGN CONSULTING 0 11173395 168073 11005322 11173395 168073 11005322 TN TRIVIA AND TACOS 91011 35350 55661 2266 5434 1550 25358 GOLF TOURNAMENT 87083 63640 23443 7705 8025 7211 5202 1 9875 9875 250 187969 98990 88979 250 7705 10291 12645 1550 30560 63001 25978 1 SCHOLARSHIPS FOR STUDENTS 128 1999563 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 342918 0 0 0 0 0 26500 0 16186 0 385604 0 0 0 CHAD J HANDSHY ASST HEAD OF SC FINANCE & ADMIN 185516 0 0 0 0 0 9274 0 0 0 194790 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 FY19 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 2013-05-03 4100000 EDUCATIONAL FACILITIES 0 0 0 A 3755000 6105000 6105000 2010 0 1 1 1 B 4100000 4100000 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 0 1 1 SUNTRUST 13.400000000000 0 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 0 B 0 G MILLER HOGAN II BOARD MEMBER 17860 LEGAL SERVICES 0 NASHVILLE SOCCER CLUB RELATED TO SUBSTANTIAL CONTRIBUTOR 258000 RECEIVABLE FOR COSTS RELATED TO CONSTRUCTION OF ATHLETIC FACILITY AND FIELDS. 0 X 12 4113034 FMV X AUCTION ITEMS 1 17314 FMV X MISCELLANEOUS 1 3867 FMV 0 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 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.