2024-03-11T10:27:49-05:00 2023-06-30 420714325 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 990 2022-07-01 431326059 PEMBROKE HILL SCHOOL PEMB 8169361200 400 W 51ST ST KANSAS CITY MO 64112 SANDRA SMITH DIRECTOR OF FINANCE 8169361200 2024-03-08 1 SANDRA SMITH 999009999 0 KEVIN ENSMINGER P01310558 8167533000 2024-03-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SANDRA SMITH 400 W 51ST ST KANSAS CITY MO 64112 47635603 0 X WWW.PEMBROKEHILL.ORG X 1984 MO A PRESCHOOL THROUGH 12TH GRADE, PRIVATE, COLLEGE PREPARATORY SCHOOL. 21 21 311 652 1000 0 17214366 5700723 30695179 31018344 2932723 2289868 280061 185807 51122329 39194742 4089130 4293497 0 0 20782692 21847109 0 0 919073 12542115 12151627 37413937 38292233 13708392 902509 163708613 170358669 7985677 8649032 155722936 161709637 X A PRESCHOOL THROUGH 12TH GRADE, PRIVATE, COLLEGE PREPARATORY SCHOOL. 0 0 11427947 12225083 UPPER SCHOOL - THE PHS CURRICULUM IS COMPREHENSIVE, ENCOMPASSING A FULL COMPLEMENT OF COURSES IN ENGLISH, SOCIAL STUDIES, SCIENCE, MATHEMATICS, LANGUAGES, COMPUTER SCIENCE, THE FINE ARTS AND PHYSICAL EDUCATION. THIS CURRICULUM HAS BEEN CAREFULLY PLANNED TO FOSTER FULL AND SEQUENTIAL SKILL DEVELOPMENT. OUR ACADEMIC PROGRAM PROVIDES EXCELLENT PREPARATION FOR COLLEGE AND THE FLEXIBILITY TO MEET THE INDIVIDUAL NEEDS OF OUR STUDENTS.STUDENTS SERVED = 420 6590589 9399332 LOWER SCHOOL - THE PHS LOWER SCHOOL'S LEARNING DESIGN IS BUILT AROUND SELF-CONTAINED CLASSROOMS. EACH GRADE LEVEL HAS THREE SEPARATE HOMEROOMS AND A TEAM OF TEACHERS AND ASSISTANT TEACHERS WHO TEACH LANGUAGE ARTS, SOCIAL STUDIES AND MATH. THE MAJOR PART OF THE STUDENT'S DAY IS SPENT WITH HOMEROOM TEACHERS. MUCH OF THE WORK IN THESE THREE CORE SUBJECTS IS INTERRELATED DEPENDING ON THE TOPIC OF STUDY. STUDENTS SERVED = 384 5309648 6918881 MIDDLE SCHOOL - THE MIDDLE SCHOOL AT PHS IS COMMITTED TO EDUCATIONAL EXCELLENCE. WE RECOGNIZE THAT EACH INDIVIDUAL STUDENT IS UNIQUE AND HAS SPECIAL NEEDS. WE HAVE DESIGNED OUR ACADEMIC AND NONACADEMIC PROGRAMS TO PROVIDE STUDENTS WITH A WIDE VARIETY OF EDUCATIONAL EXPERIENCES THAT WILL ASSIST THEM IN REACHING THEIR FULL ACADEMIC, PHYSICAL AND EMOTIONAL POTENTIAL. THE MIDDLE SCHOOL CURRICULUM PROVIDES A SOUND KNOWLEDGE BASE IN CORE ACADEMIC DISCIPLINES AND PROVIDES EXPERIENCES THAT WILL DEVELOP CRITICAL THINKING SKILLS, A GLOBAL PERSPECTIVE, THE ABILITY TO LEARN INDEPENDENTLY AND THE SKILLS NEEDED TO WORK EFFECTIVELY WITH OTHERS. THE MIDDLE SCHOOL FACULTY AND ADMINISTRATION ARE COMMITTED TO A TEACHING METHODOLOGY THAT IS INTERDISCIPLINARY AND PROVIDES STUDENTS WITH ACTIVE LEARNING EXPERIENCES.STUDENTS SERVED = 251 2506063 2643882 EARLY CHILDHOOD - THE MISSION OF THE PEMBROKE HILL EARLY CHILDHOOD SCHOOL IS TO PROVIDE DEVELOPMENTALLY APPROPRIATE OPPORTUNITIES FOR CHILDREN TO GROW COGNITIVELY, SOCIALLY, EMOTIONALLY, AND PHYSICALLY, TO THEIR MAXIMUM POTENTIAL, IN AN INTENTIONALLY PLANNED ENVIRONMENT THAT FOSTERS A SENSE OF COMMUNITY AND A LIFE-LONG LOVE OF LEARNING. STUDENTS SERVED = 130 4293497 4293497 GRANTS AND FINANCIAL AID ARE AWARDED TO FACULTY TO PROMOTE THEIR SKILLS AND REMAIN CURRENT IN EDUCTIONAL ADVANCEMENTS. FINANCIAL AID IS ALSO FIVEN TO INDIVIDUALS BASED ON NEED. 6799560 4293497 2643882 30127744 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 75 0 1 311 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MO X SANDRA SMITH 8169361213 400 W 51ST ST KANSAS CITY MO 64112 JEFF HARGROVES PRESIDENT 5.00 X X 0 0 0 DAN CRANSHAW VICE PRESIDENT 2.00 X X 0 0 0 JENNIFER DRAPER SECRETARY 2.00 X X 0 0 0 DAVID MACHENS TREASURER 2.00 X X 0 0 0 JONATHAN KEMPER EXTERNAL RELATIONS COMMITTEE 2.00 X 0 0 0 CLAY PATTERSON TRUSTEESHIP AND GOVERNANCE 2.00 X 0 0 0 JAMIE ALLEN DIVERSITY, BELONGING, INCLUSION & EQUITY CO-CHAIR 2.00 X 0 0 0 SONALI AGARWAL BOARD MEMBER 2.00 X 0 0 0 DAVID ATTERBURY BOARD MEMBER 2.00 X 0 0 0 JASON BANKS BOARD MEMBER 2.00 X 0 0 0 FRED COULSON BOARD MEMBER 2.00 X 0 0 0 JEAN-WILLY DE PIERRE BOARD MEMBER 2.00 X 0 0 0 MARILYN HEBENSTREIT BOARD MEMBER 2.00 X 0 0 0 YVONNE HSU BOARD MEMBER 2.00 X 0 0 0 FLOYD MAY BOARD MEMBER 2.00 X 0 0 0 LISA MURRAY BOARD MEMBER 2.00 X 0 0 0 KIMI O'DELL NELSON BOARD MEMBER 2.00 X 0 0 0 TYLER NOTTBERG BOARD MEMBER 2.00 X 0 0 0 JORGE SANTIZO BOARD MEMBER 2.00 X 0 0 0 AARON RAHSAAN THOMAS BOARD MEMBER 2.00 X 0 0 0 MEGAN THORNBERRY BOARD MEMBER 2.00 X 0 0 0 JOHN SHELLEY HEAD OF SCHOOL 40.00 X 456018 0 134059 SANDRA SMITH DIRECTOR OF FINANCE 40.00 X 92760 0 6985 BARBARA HEAD ASSISTANT HEAD OF SCHOOL 40.00 X 160664 0 95268 WILLIAM HILL UPPER SCHOOL DIVISION HEAD 40.00 X 136442 0 40258 BRIAN BARTELLI MIDDLE SCHOOL DIVISION HEAD 40.00 X 129628 0 31617 DAVID BURKE DIRECTOR OF COLLEGE COUNSE 40.00 X 142961 0 25477 KAREN BOYLE LOWER SCHOOL DIVISION HEAD 40.00 X 122363 0 29172 JAMES MILLER FORMER CFO 40.00 X 291039 0 25185 1531875 0 388021 13 1 1 0 ARAMARK CORPORATION 27310 NETWORK PLACE CHICAGO IL 606731273 FACILITIES MANAGEMENT 1988293 FLIK COMPASS GROUP USA CHICAGO IL 606931337 FOOD SERVICE 1721024 MID-AMERICA GOLF & LANDSCAPE INC 1621 SE SUMMIT STREET LEES SUMMIT MO 640813291 TURF CONSTRUCTION 1173856 HEARTLAND MECHANICAL SERVICE INC 508 ZUMWALT AVE GRANDVIEW MO 64030 HVAC 620498 TITAN PROTECTION & CONSULTING 9350 METCALF AVENUE OVERLAND PARK KS 662121463 SECURITY 521860 14 X 2336013 3364710 97875 5700723 STUDENT TUITION/FEES 611600 29176299 29176299 OTHER PROGRAMS 611710 1138733 1138733 SUMMER PROGRAMS 611710 692112 692112 FACILITIES RENTALS 611710 11200 11200 31018344 1957672 1957672 47303 31330 15973 15973 15973 8150570 7793253 25121 357317 -25121 332196 332196 759991 591157 168834 168834 ADVERTISING REVENUE 541800 1000 1000 1000 39194742 31187178 1000 2305841 4293497 4293497 762822 762822 155419 155419 16789994 14098430 2220233 471331 968918 809053 123350 36515 2192767 1884797 247091 60879 977189 806181 137391 33617 17126 17126 29700 29700 3122752 1735278 1357921 29553 69965 884 69081 658492 308466 241213 108813 763668 98295 639510 25863 8458 8479 -21 1210411 849742 360429 240 496390 311480 180345 4565 3923700 3531330 392370 431541 324544 104124 2873 REPAIR/MAINTENANCE 523208 408730 114478 FOOD/BEVERAGE 281705 61577 107313 112815 ENTRY/ADMISSION FEES 217021 142332 71899 2790 EQUIPMENT/FURNITURE 207064 93907 112959 198 190426 360742 -199337 29021 38292233 30127744 7245416 919073 10623980 4661206 12086851 8834090 5018132 4211863 2335724 122224 109193 204276 180650 126790347 47400769 79697802 79389578 55843527 70489280 111821 147085 163708613 170358669 2842787 2879634 5142890 5769398 7985677 8649032 X 50903782 60339788 104819154 101369849 155722936 161709637 163708613 170358669 902509 5084192 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42467895 1558602 2164881 1094595 1070286 44026497 30027536 12440359 1957222 1019504 937718 42467895 28874154 1153382 1827406 736561 1090845 30027536 28576168 297985 1733736 679504 1054231 28874154 28279317 296851 1698822 544840 1153982 28576168 0.18550 0.81450 0 0 10761585 10761585 103151460 35601515 67549945 12156606 11799254 357352 720696 720696 79389578 X 42236210 5084192 -2690332 2393860 39842350 -647608 -647608 39194742 36249509 647608 647608 35601901 2690332 2690332 38292233 PART X, LINE 2: THE SCHOOL IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. UNCERTAIN TAX POSITIONS, IF ANY, ARE RECORDED IN ACCORDANCE WITH ACCOUNTING GUIDANCE FOR INCOME TAXES, WHICH REQUIRES THE RECOGNITION OF A LIABILITY FOR TAX POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS RECORDED AT JUNE 30, 2023 OR 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS -2,690,332. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -31,330. EXPENSES RELATED TO SALE OF INVENTORIES -591,157. LOSS ON SALE OF FIXED ASSET -25,121. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 31,330. EXPENSES RELATED TO SALE OF INVENTORIES 591,157. LOSS ON SALE OF FIXED ASSETS 25,121. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS 2,690,332. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE PEMBROKE HILL SCHOOL DISPLAYS ITS NON-DISCRIMINATION POLICY ON THEIR WEBSITE WWW.PEMBROKEHILL.ORG 1 NEED-BASED FINANCIAL ASSISTANCE 188 2291639 EMPLOYEE REMISSION AND FINANCIAL AID 100 1603165 MERIT AWARDS 31 120000 MALONE SCHOLARS 6 120500 DURWOOD SCHOLARS 4 78500 AUXILIARY AID 13 79693 PART I, LINE 2: RECORDS ARE MAINTAINED TO SUBSTANTIATE ASSISTANCE. X 1 0 X X 0 0 0 0 0 0 0 0 0 JOHN SHELLEY HEAD OF SCHOOL 400935 0 0 0 55083 0 33122 0 100937 0 590077 0 0 0 JAMES MILLER FORMER CFO 256353 0 0 0 34686 0 18878 0 6307 0 316224 0 0 0 BARBARA HEAD ASSISTANT HEAD OF SCHOOL 157575 0 0 0 3089 0 12730 0 82538 0 255932 0 0 0 WILLIAM HILL UPPER SCHOOL DIVISION HEAD 134098 0 0 0 2344 0 11671 0 28587 0 176700 0 0 0 DAVID BURKE DIRECTOR OF COLLEGE COUNSE 141235 0 0 0 1726 0 11720 0 13757 0 168438 0 0 0 BRIAN BARTELLI MIDDLE SCHOOL DIVISION HEAD 128120 0 0 0 1508 0 10947 0 20670 0 161245 0 0 0 KAREN BOYLE LOWER SCHOOL DIVISION HEAD 120821 0 0 0 1542 0 10222 0 18950 0 151535 0 0 0 PART I, LINE 1A AS HEAD OF SCHOOL, JOHN SHELLEY IS PROVIDED A HOUSING ALLOWANCE WHICH IS INCLUDED IN HIS NONTAXABLE BENEFITS. JAMES MILLER FORMER OFFICER 33461 FACULTY FINANCIAL AID TUITION X 8 97875 FMV AT DATE OF GIFT 0 0 0 PART I, COLUMN (B): ALL NON-CASH DONATIONS REFLECT THE NUMBER OF CONTRIBUTORS IN EACH CATEGORY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE 990, THE FINANCE COMMITTEE REVIEWS THE REPORT. IT IS THEN DISTRIBUTED AND REVIEWED BY THE FULL BOARD AT ONE OF THEIR MONTHLY MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO EVERY BOARD MEMBER AT THE BEGINNING OF EACH FISCAL YEAR. THE POLICY IS FOLLOWED BY A 2-PAGE QUESTIONNAIRE THAT EACH BOARD MEMBER COMPLETES, SIGNS AND RETURNS TO THE HEAD OF SCHOOL'S EXECUTIVE ASSISTANT TO BE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND PLACED IN THE BOARD'S RECORDS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES MEETS ANNUALLY TO DISCUSS THE HEAD OF SCHOOL'S COMPENSATION. THEY UTILIZE COMPARISON DATA WITH SIMILAR PRIVATE SCHOOLS TO ENSURE THAT THE SCHOOL IS PROVIDING FAIR AND REASONABLE COMPENSATION. THE COMMITTEE THEN REVIEWS THE PROCESS WITH THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE PEMBROKE HILL SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 990 PART VIII, LINE 1E GOVERNMENT GRANTS INCLUDES EMPLOYEE RETENTION CREDIT RECOGNIZED IN FISCAL YEAR 2023 BUT NOT YET RECEIVED. 990 PART XII, LINE 2C THE BOARD OF PEMBROKE HILL SCHOOL IS RESPONSIBLE FOR CONTRACTING AND REVIEWING AN AUDIT PERFORMED BY AN INDEPENDENT AUDITOR.