2015-05-14T11:37:55-07:00 2014-06-30 Frasier Dean & Howard PLLC 3310 West End Avenue Ste 550 Nashville TN 37203 990 2013-07-01 621296326 CURREY INGRAM ACADEMY CURR 6155073167 6544 MURRAY LANE BRENTWOOD TN 37027 DR JEFFREY L MITCHELL HEAD OF SCHOOL 2015-05-13 true Stephen T Dolan P00666397 6153836592 2013 2016-02-25 16:41:14Z DR JEFFREY L MITCHELL 19458350 false false X www.curreyingram.org X 1968 TN Currey Ingram Academy is a nonprofit kindergarten through twelfth grade college preparatory school for students with average to above average intelligence who have learning differences.Currey Ingram encourages students to develop effective learning strategies by hiring highly trained teachers who meet the individual educational needs of each student by building on strengths, addressing learning styles and cultivating the confidence necessary for self advocacy. School activities are planned to broaden interests, promote leadership, shape character and develop talents.Establishing partnerships with families and sharing resources with parents, educators and professionals beyond the school are essential to the Currey Ingram experience. Currey Ingram Academy is dedicated to inspiring lifelong learners who enjoy a quality of life that is educationally rewarding and personally fulfilling. 17 15 247 125 0 11312725 4640157 11809291 12584832 75338 125611 272371 122137 23469725 17472737 1340516 1476649 0 8616150 8658345 0 743553 6153065 6618964 16109731 16753958 7359994 718779 46343872 47499213 12952773 12806249 33391099 34692964 Currey Ingram Academy is a primary through twelfth grade independent college preparatory school. Currey Ingram provides an environment rich in opportunities for students who have unique learning styles. The educational program is structured for students to achieve a high standard of academic excellence through personalized instruction within the framework of the curriculum designed for superior to average learners.Currey Ingram encourages students to develop effective learning strategies by hiring highly trained teachers who meet the individual educational needs of each student by building on strengths, addressing learning styles and cultivating the confidence necessary for self advocacy. School activities are planned to broaden interests, promote leadership, shape character and develop talents.Establishing partnerships with families and sharing resources with parents, educators and professionals beyond the school are essential to the Currey Ingram experience. Currey Ingram Academy is false false 14848557 1476649 12584832 CURREY INGRAM ACADEMY IS A NONPROFIT KINDERGARTEN THROUGH TWELFTH GRADE COLLEGE PREPARATORY SCHOOL OF APPROXIMATELY 320 STUDENTS WITH AVERAGE TO ABOVE AVERAGE INTELLIGENCE WHO HAVE LEARNING DIFFERENCES. 14848557 true true false false false false false false false true true false false false true true true false true false false false false false true false false false true true true false false false false false false false true false true true false false false false false false false false false true 93 0 true 247 true false false false false false false true true false 0 false false false false false false false false false false X 17 15 false false false false false false false true true false false false true true true true true true true false X CHAD HANDSHY 6155073242 6544 MURRAY LANE BRENTWOOD TN 37027 G MILLER HOGAN II President 2.00 0.00 X X 22515 0 0 NANCY O ZORETIC Trustee 2.00 0.00 X 0 0 0 SUSAN A GRADY Trustee 2.00 0.00 X 0 0 0 JEFFREY A GREENE Secretary 2.00 0.00 X X 32451 0 0 SAMUEL K CROCKER Trustee 2.00 0.00 X 0 0 0 JEFFREY B ESKIND MD Past President 2.00 0.00 X X 0 0 0 JAMIE CONNELLY Trustee 2.00 0.00 X 0 0 0 JOHN W BARRINGER Trustee 2.00 0.00 X 0 0 0 TIMOTHY LOGAN Trustee 2.00 0.00 X 0 0 0 STEVE KROEGER FIRST VP 2.00 0.00 X X 0 0 0 WILLIAM R FRIST SECOND VP 2.00 0.00 X X 0 0 0 MYRA LEATHERS Trustee 2.00 0.00 X 0 0 0 CHRIS MCDANIEL Trustee 2.00 0.00 X 0 0 0 W BRYANT TIRRILL Treasurer 2.00 0.00 X X 0 0 0 ANDREA GAUME Trustee 2.00 0.00 X 0 0 0 CAROL R THORNTON Trustee 2.00 0.00 X 0 0 0 RUTH ANN ROWLAND THIRD VP 2.00 0.00 X X 0 0 0 RICHARD E RAGSDALE Trustee 2.00 0.00 X 0 0 0 MOLLY ROLLINS Trustee 2.00 0.00 X 0 0 0 SUSAN H HAMMER Trustee 2.00 0.00 X 0 0 0 FRANK J HARAF JR MD Trustee 2.00 0.00 X 0 0 0 STEPHAN J HEYMAN MD Trustee 2.00 0.00 X 0 0 0 SCOTT R PHILLIPS Trustee 2.00 0.00 X 0 0 0 CHAD J HANDSHY ASST HEAD OF SC 40.00 0.00 X 169680 0 21465 PAUL WENNINGER INTERIM HD SCH 40.00 0.00 X 113847 0 18402 DAVID ALLARD FORMER TRUSTEE 2.00 0.00 X 192511 0 0 KATHLEEN G RAYBURN FORMER HEAD OF SCHOOL 40.00 0.00 X 505211 0 0 1036215 39867 4 true true false HOTEL & RESTAURANT SUPPLY 2508 PERIMETER PLACE NASHVILLE TN 37214 EQUIPMENT-CONSTRUCT 571510 THE PARENT COMPANY PO BOX 5036 BRENTWOOD TN 37024 CONSTRUCTION 1295620 SCHOOL FACILITY MANAGEMENT LLC 800 18TH AVE SOUTH STE A NASHVILLE TN 37203 MAINTENANCE 332693 SODEXO INC & AFFILIATES PO BOX 536922 ATLANTA GA 30353 CAFETERIA OUTSOURCE 861887 SERVICEFM LLC 800 18TH AVE S STE A NASHVILLE TN 37203 MAINTENANCE 267453 10 180205 4459952 1034903 4640157 CHILD DEVELOPMENT CENTER 900099 262017 262017 DEWAR'S TUITION REFUND 900099 229613 229613 DIAGNOSTIC CENTER 900099 344752 344752 STUDENT ACTIVITIES INCOME 900099 202944 202944 TUITION 611600 11073325 11073325 472181 472181 12584832 63478 63478 0 0 9239 9239 9239 9239 1868354 120599 1868354 58466 62133 62133 62133 63881 180205 58793 5088 5088 0 0 MISCELLANEOUS 900099 107810 107810 107810 17472737 12584832 247748 0 1476649 1476649 0 0 757020 652603 60463 43954 0 6673557 5753066 533014 387477 226586 192827 19515 14244 468181 398426 40323 29432 533001 453588 45906 33507 0 44966 185 44781 28200 28200 0 0 0 153932 139176 13344 1412 180713 36197 33667 110849 219850 184272 30765 4813 59134 58653 481 0 424916 424916 0 0 0 302013 283164 18288 561 0 2061568 2061568 142494 142494 CONTRACT SERVICES 1289974 1159222 117362 13390 FOOD EXPENSE 371036 333424 33760 3852 MATERIALS AND SUPPLIES 331515 205125 110084 16306 DEWAR'S TUITION & OTHER INS. 235741 235741 772912 657261 31895 83756 16753958 14848557 1161848 743553 2322432 3315814 49245 49386 2730192 2044003 241651 471097 0 0 0 0 61823 131329 51020164 13941596 37124398 37078568 3682743 4285894 0 0 0 131388 123122 46343872 47499213 1136276 287941 2316006 3089876 8792739 8688308 707752 740124 12952773 12806249 X 27851031 29598200 2730192 2126164 2809876 2968600 33391099 34692964 46343872 47499213 718779 583086 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2809876 158724 2968600 2800626 9250 2809876 2796190 4436 2800626 2782085 14105 2796190 2768563 13522 2782085 1.00000 false false false 2986766 2986766 41889583 9515253 32374330 945881 417092 528789 218823 247325 -28502 4979111 3761926 1217185 37078568 CAPITAL LEASE OBLIGATION 439874 INTEREST RATE SWAP AGREEMENT 300250 740124 X 16658904 583086 20937 58793 662816 15996088 1476649 1476649 17472737 15357039 20937 58793 79730 15277309 1476649 1476649 16753958 Part V, Line 4: Intended uses of the endowment fund. THE ACADEMY APPROPRIATES INCOME FROM THE ENDOWMENT FUND FOR OPERATIONAL USE AND RELEASES AN AMOUNT NOT TO EXCEED 2.5% OF THE ENDOWMENT VALUE. Part X : FIN48 Footnote 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 upon ultimate settlement. The Academy has no tax penalties or interest reported in the accompanying financial statements. Tax years that remain open for examination include years ended June 30, 2011 through June 30, 2014. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 SPECIAL EVENT EXPENSES $58793 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S FINANCIAL AID/SCHOLARSHIPS $1476649 Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENT EXPENSES $58793 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S FINANCIAL AID/SCHOLARSHIPS $1476649 true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized OUR ADMISSIONS BROCHURE AND ANNUAL REPORT REFLECT OUR NONDISCRIMINATORY POLICY. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race false CELEBRATION OF THE ARTS 168730 110008 58722 31246 HENDERSON GOLF TOURNAMENT 75356 70197 5159 27547 244086 180205 63881 58793 58793 5088 true 0 0 SCHOLARSHIPS FOR STUDENTS 123 1476649 Grantmaker's Description of How Grants are Used 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. X X true X X X X X false false false false false false false false false false CHAD J HANDSHY ASST HEAD OF SC 169680 21465 191145 DAVID ALLARD FORMER TRUSTEE 192511 192511 KATHLEEN G RAYBURN FORMER HEAD OF SCHOOL 505211 505211 Part I, Line 1a: Relevant information in regards to selections on 1a. Part III, Additional Information Due to the fact that the school does not own a house and in order to remain competitive, the school provides a housing allowance to the Head of School, an annual amount of $24,000. This allowance is included in compensation. A IDB WILLIAMSON CTY TN 522018208 2008-11-20 7000000 CONSTRUCT UPPERSCHOOL & GYM false false false B IDB WILLIAMSON CTY TN 522018208 2009-10-20 6105000 REFUND 2003 BOND ISSUE PRICE false false false C IDB WILLIAMSON CTY TN 522018208 2013-05-03 4100000 EDUCATIONAL FACILITIES false false false A 4414124 30075 5469925 1500000 false false true true B 1735000 6105000 false true true true C 867568 4100000 false false true true A false false false false true B false false false false true C false false false false true A false false false false false false B false true SUNTRUST 13.4160 false false false false false false C false false DAVID ALLARD FORMER BOARD 38562 ARCHITECT FEES/CONSTRUC. false JEFF GREENE BOARD MEMBER 17127 LEGAL SERVICES false MILLER HOGAN BOARD MEMBER 32217 LEGAL SERVICES false NANCY ZORETIC FORMER BOARD 1100 SECONDARY BANK FEES false X 1 1000000 FMV X OTHER 86 30003 FMV X 2 HORSES 2 4900 FMV false false false Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee 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, Line 11b: Form 990 Review Process A DRAFT COPY OF THE 990 WILL BE E-MAILED TO THE BOARD OF TRUST FOR REVIEW BEFORE FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management 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, Line 15b: Compensation Review and Approval Process for Officers and Key Employees SAME AS ABOVE. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, GRIEVANCE POLICY, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FUNCTIONAL EXPENSES CURREY INGRAM REVIEWED AND UPDATED ITS INTERNAL DEFINITIONS OF PROGRAM, ADMINISTRATIVE AND FUNDRAISING EXPENSE BEGINNING WITH FISCAL YEAR 2012. THE ACADEMY REVIEWED AND UPDATED THESE DEFINITIONS TO BETTER REFLECT PROGRAM-RELATED EXPENSES AS COMPARED WITH METHODOLOGIES APPLIED BY OTHER INDEPENDENT SCHOOLS.