2024-05-08T13:54:46-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2022-07-01 621296326 CURREY INGRAM ACADEMY CURR 6155073167 6544 MURRAY LANE BRENTWOOD TN 37027 JEFF MITCHELL HEAD OF SCHOOL 6155073167 2024-05-07 1 JEFF MITCHELL 999009999 0 LAUREN MOSES P02156583 6153836592 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR JEFFREY L MITCHELL 6544 MURRAY LANE BRENTWOOD TN 37027 47131669 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. 19 19 260 35 0 0 1437410 3934227 18787638 21528987 -1119424 -906313 664830 683769 19770454 25240670 3323042 3620525 0 0 10128890 11287682 0 0 411050 7758660 9286984 21210592 24195191 -1440138 1045479 64472369 65842927 15270345 13497432 49202024 52345495 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 22172438 3620525 21528987 CURREY INGRAM ACADEMY IS A NONPROFIT KINDERGARTEN THROUGH TWELFTH GRADE COLLEGE PREPARATORY SCHOOL OF APPROXIMATELY 400 STUDENTS WHO HAVE LEARNING DIFFERENCES. 22172438 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 1 260 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X MELANIE BRITTON 6157774820 6544 MURRAY LANE BRENTWOOD TN 37027 SUSAN HAMMER PRESIDENT 2.00 X X 0 0 0 STEV KROEGER PAST PRESIDENT 2.00 X X 0 0 0 STEVE BROPHY 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 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 MEGAN KOCH 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 ADRIENNE MCRAE DIRECTOR 2.00 X 0 0 0 CHETAN MUKUNDAN DIRECTOR 2.00 X 0 0 0 FRANKLIN PARGH DIRECTOR 2.00 X 0 0 0 JENNIFER PRESTON 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 JOHN STEELE DIRECTOR 2.00 X 0 0 0 JEFF MITCHELL HEAD OF SCHOOL 40.00 X 503770 0 19500 AMANDA ELLIOTT DRIECTOR OF FINANCE 40.00 X 100516 0 0 KELLY FISH ASSISTANT HEAD OF SCHOOL 40.00 X 111275 0 0 MARY RAGSDALE MS DIVISION HEAD 40.00 X 122065 0 0 DANIELLE BARTON LS DIVISION HEAD 40.00 X 105378 0 0 SHANNON POLK MS ASST HEAD 40.00 X 105612 0 0 DREW BINGHAM DIRECTOR OF TECH 40.00 X 104003 0 0 1152619 0 19500 8 0 1 0 SODEXO INC & AFFILIATES PO BOX 536922 ATLANTA GA 30353 DINING SERVICES 1122200 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 3934227 122021 3934227 TUITION 611600 19464873 19464873 CHILD DEVELOPMENT CENTER 900099 647187 647187 DIAGNOSTIC CENTER 900099 373249 373249 DEWAR'S TUITION REFUND 900099 369254 369254 STUDENT FEES 900099 205888 205888 468536 468536 21528987 7030 7030 513269 0 513269 513269 513269 20955958 21869301 -913343 -913343 -913343 192198 21698 170500 170500 25240670 21528987 0 -222544 3620525 3620525 484493 435994 42131 6368 9235079 8310621 803077 121381 233725 212405 17490 3830 656963 597038 49159 10766 677422 615630 50690 11102 81304 81304 29000 29000 131386 109041 13833 8512 202780 196533 2348 3899 121788 70274 43862 7652 85498 58929 12617 13952 401218 401218 138120 138120 2693964 2693964 187479 187479 CONTRACT SERVICES 2292216 1892181 247653 152382 BAD DEBTS 891673 891640 33 FOOD EXPENSE 464170 383163 50150 30857 MATERIALS AND SUPPLIES 361173 314466 43659 3048 1205215 1043217 124730 37268 24195191 22172438 1611703 411050 4395236 5097941 2553399 3423762 4249601 4617587 1067689 191409 81484 89148 144535 184520 69865426 32212283 39833735 37653143 12143301 14585417 3389 0 64472369 65842927 428791 545078 9291334 8446610 5550220 4505744 15270345 13497432 X 37376184 39741029 11825840 12604466 49202024 52345495 64472369 65842927 1045479 2097992 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 14473632 1748325 1135493 12384 17345066 14870401 2192242 -2589011 14473632 9831292 2666400 2372709 14870401 9468957 315079 500537 453281 9831292 8476595 657996 370510 36144 9468957 0.55069 0.44931 0.00000 0 0 2986766 2986766 53207966 22623353 30584613 6241106 2546482 3694624 3127507 2617260 510247 4302081 4425188 -123107 37653143 X 23739835 2097992 21698 2119690 21620145 3620525 3620525 25240670 20596364 21698 21698 20574666 3620525 3620525 24195191 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 21,698. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 3,620,525. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 21,698. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID/SCHOLARSHIPS 3,620,525. 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 111520 111520 13152 8546 CIPO 80'S NIGHT 48119 48119 2 32559 32559 192198 192198 13152 8546 21698 170500 1 SCHOLARSHIPS FOR STUDENTS 175 3620525 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 JEFF MITCHELL HEAD OF SCHOOL 403381 0 100389 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 FY22 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 C IDB WILLIAMSON CTY TN 522018208 2022-09-01 985000 EDUCATIONAL FACILITIES 0 0 0 D IDB WILLIAMSON CTY TN 522018208 2022-09-01 2285716 EDUCATIONAL FACILITIES 0 0 0 A 6105000 6105000 6105000 2010 0 1 1 1 B 5683143 5683143 2020 0 0 0 1 C 485000 985000 2022 0 0 0 1 D 2285716 2022 0 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 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 C 0 0 0 0 0 0 PINNACLE 1.300000000000 0 0 0 0 0 D 0 0 0 0 0 0 PINNACLE 2.900000000000 0 0 0 0 0 A 0 B 0 A IDB WILLIAMSON CTY TN 522018208 2022-09-01 1751542 EDUCATIONAL FACILITIES 0 0 0 A 1751542 2022 0 0 0 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 PINNACLE 12.900000000000 0 0 0 0 0 NASHVILLE SOCCER CLUB SHARED FACILITIES 408553 PAYMENT FOR COSTS RELATED TO CONSTRUCTION OF ATHLETIC FACILITY AND FIELDS, DEFERRED RENTAL INCOME FOR SOCCER FIELDS AND ATHLETIC PAVILION. 0 X 4 90271 FMV X MISCELLANEOUS 95 31750 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.