2021-03-11T22:02:52-06:00 2020-06-30 420714325 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 990 2019-07-01 431326059 PEMBROKE HILL SCHOOL PEMB 8169361200 400 WEST 51ST STREET KANSAS CITY MO 64112 JAMES MILLER CFO 8169361200 2021-03-11 1 ED BARTAK P00170935 8167533000 2021-03-11 2019 2022-09-23 18:48:47Z JOHN SHELLEY 400 WEST 51ST STREET KANSAS CITY MO 64112 64298861 0 X WWW.PEMBROKEHILL.ORG X 1984 MO A PRESCHOOL THROUGH 12TH GRADE, PRIVATE, COLLEGE PREPARATORY SCHOOL. 25 25 382 413 800 -11143 19563951 7692717 26883114 26935237 13914760 1879043 217721 213170 60579546 36720167 3574467 3751768 0 0 18391301 19071345 0 0 735001 8831128 8946713 30796896 31769826 29782650 4950341 140406493 146090788 21190923 22195029 119215570 123895759 X A PRESCHOOL THROUGH 12TH GRADE, PRIVATE, COLLEGE PREPARATORY SCHOOL. 0 0 6333484 9728249 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 = 419 3835092 7162825 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 = 369 3148494 5357457 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 = 245 5168558 3751768 2040175 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 = 130EXPENSES - $1,416,788REVENUE - $2,040,175GRANTS AND FINANCIAL AID ARE AWARDED TO FACULTY TO PROMOTE THEIR SKILLS AND REMAIN CURRENT IN EDUCATIONAL ADVANCEMENTS. FINANCIAL AID IS ALSO GIVEN TO INDIVIDUALS BASED ON NEED.EXPENSES - $3,728,638 5168558 3751768 2040175 18485628 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 1 0 0 1 1 0 0 0 0 0 0 0 0 1 51 0 1 382 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MO X JAMES MILLER 8169361213 400 W 51ST STREET KANSAS CITY MO 64112 STEVE BELLIS HEAD OF SCHOOL EMERITUS 40.00 X 410070 0 44004 JOHN SHELLEY HEAD OF SCHOOL 40.00 X 183435 0 85186 JAMES MILLER CFO 40.00 X 208970 0 36796 WILLIAM HILL PRINCIPAL 40.00 X 122632 0 21453 BRIAN BARTELLI PRINCIPAL 40.00 X 115597 0 14660 DAVID D'ERCOLE PRINCIPAL 40.00 X 111517 0 17116 DAVID BURKE DIRECTOR OF COLLEGE COUNSELING 40.00 X 109003 0 11015 CHRIS KELLER DIRECTOR OF IT 40.00 X 105485 0 12860 ANNE DEMA PRESIDENT 5.00 X X 0 0 0 FREDERICK JIANG VICE PRESIDENT 2.00 X X 0 0 0 CHRISTINA HOGAN SECRETARY 2.00 X X 0 0 0 JEFF HARGROVES TREASURER 2.00 X X 0 0 0 HUNTER WOLBACH DEVELOPMENT COMMITTEE CHAIR 2.00 X 0 0 0 WILLIAM GAUTREAUX MEMBER-AT-LARGE 2.00 X 0 0 0 LISA LATTAN MEMBER-AT-LARGE 2.00 X 0 0 0 SONALI AGARWAL BOARD MEMBER 2.00 X 0 0 0 JAMIE ALLEN BOARD MEMBER 2.00 X 0 0 0 DAVID CHAO BOARD MEMBER 2.00 X 0 0 0 RITA CORTES BOARD MEMBER 2.00 X 0 0 0 FRED COULSON BOARD MEMBER 2.00 X 0 0 0 JEAN-WILEY DE PIERRE BOARD MEMBER 2.00 X 0 0 0 BETSEY HUGHES BOARD MEMBER 2.00 X 0 0 0 JONATHAN KEMPER BOARD MEMBER 2.00 X 0 0 0 SIOBHAN LESLEY BOARD MEMBER 2.00 X 0 0 0 DAVID MACHENS BOARD MEMBER 2.00 X 0 0 0 VICKI MCREYNOLDS BOARD MEMBER 2.00 X 0 0 0 DANA NELSON BOARD MEMBER 2.00 X 0 0 0 KIMI NELSON BOARD MEMBER 2.00 X 0 0 0 JIM NUTTER BOARD MEMBER 2.00 X 0 0 0 DANNY O'NEILL BOARD MEMBER 2.00 X 0 0 0 CLAY PATTERSON BOARD MEMBER 2.00 X 0 0 0 JORGE SANTIZO BOARD MEMBER 2.00 X 0 0 0 ED STEVENS BOARD MEMBER 2.00 X 0 0 0 1366709 0 243090 11 1 1 0 MCCOWNGORDAN CONSTRUCTION LLC 850 MAIN STREET KANSAS CITY MO 64105 CONSTRUCTION 3566124 ARAMARK 27310 NETWORK PL CHICAGO IL 60673 FACILITIES MANAGEMENT 1778325 FLIK 2400 YORK MOUNT ROAD CHARLOTTE NC 28217 FOOD SERVICE 1138826 CDW GOVERNMENT 75 REMITTANCE DR CHICAGO IL 60675 TECHNOLOGY 565739 GOULD EVANS ASSOCIATES LC 4041 MILL ST KANSAS CITY MO 64111 ARCHITECT 528251 10 7692717 141291 7692717 STUDENT TUITION/FEES 611600 24426291 24426291 FOOD SERVICE 611710 1402637 1402637 SUMMER PROGRAMS 611710 752989 752989 OTHER PROGRAMS 611710 353320 353320 26935237 875764 875764 85494 44617 40877 40877 40877 28017058 27013779 1003279 1003279 1003279 22211 16658 5553 5553 669580 503640 165940 165940 ADVERTISING REVENUE 541800 800 800 800 36720167 27101177 800 1925473 3751768 3751768 643043 643043 14733346 10390072 3959085 384189 913960 754995 128849 30116 1884782 1645038 194441 45303 896214 749582 118092 28540 1465 1465 29231 29231 1359020 117308 1144420 97292 59441 59441 516564 247064 217425 52075 1112480 84231 1002876 25373 4167 1448 2719 733343 19312 710231 3800 422754 235722 171191 15841 306270 306270 2301369 2301369 249595 251555 -1960 REPAIR/MAINTENANCE 361682 6849 354833 FOOD/BEVERAGE 231197 63974 122468 44755 DISCOUNTS/FINANCIAL AID 210370 210370 ENTRY/ADMISSION FEES 150620 86438 63504 678 897145 331827 556319 8999 31769826 18485628 12549197 735001 2453999 17415630 23731016 12478590 16575592 16816157 71156 0 72503 98350 288269 101691 80074738 42269971 34860840 37804767 62263001 61278805 90117 96798 140406493 146090788 3053629 5183903 4659045 4480539 13478249 12530587 21190923 22195029 X 53271111 52488739 65944459 71407020 119215570 123895759 140406493 146090788 4950341 -270152 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28576168 297985 1733736 679504 1054231 28874154 28279317 296851 1698822 544840 1153982 28576168 26436401 1842917 1561715 520149 1041567 28279317 25405797 1030603 1496886 482332 1014553 26436401 24053260 1352537 1281069 431703 849366 25405797 0.24080 0.75920 0 0 6275198 6275198 57961979 38121632 19840347 9124197 4148339 4975858 6713364 6713364 37804767 X 34373579 -270153 564915 294762 34078817 2641350 2641350 36720167 29693391 564915 564915 29128476 2641350 2641350 31769826 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, 2020 OR 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 44,617. SPECIAL EVENTS EXPENSES 16,658. EXPENSES RELATED TO SALE OF INVENTORIES 503,640. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS 2,641,350. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 44,617. EXPENSES RELATED TO SALE OF INVENTORIES 503,640. SPECIAL EVENTS EXPENSES 16,658. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS 2,641,350. 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 BOOKFAIR 22211 22211 16658 22211 22211 16658 16658 5553 1 NEED-BASED FINANCIAL ASSISTANCE 211 2324146 FACULTY FINANCIAL AID 77 1110418 MERIT AWARDS 23 79000 MALONE SCHOLARS 8 118500 DURWOOD SCHOLARS 5 83000 AUXILIARY AID 25 36704 X 1 0 X X 0 0 0 0 0 0 0 0 0 STEVE BELLIS HEAD OF SCHOOL EMERITUS 407059 0 0 0 3011 0 32758 0 11246 0 454074 0 0 0 JOHN SHELLEY HEAD OF SCHOOL 144518 0 0 0 38917 0 12054 0 73132 0 268621 0 0 0 JAMES MILLER CFO 192578 0 0 0 16392 0 33374 0 3422 0 245766 0 0 0 A HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI 431178966 2014-10-08 15255000 CONSTRUCTION AND RENOVATION OF EDUCATIONAL FACILITIES 0 0 0 A 15255000 183438 15071562 2008 0 1 1 1 A 0 0 0 0 0 0 1 A 1 0 0 0 0 1 A 1 JAMES MILLER OFFICER 15923 FACULTY FINANCIAL AID TUITION JOHN SHELLEY HEAD OF SCHOOL 37317 SALE OF 2018 HONDA PILOT 0 X 14 141291 FMV AT DATE OF GIFT 0 0 0 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 XII, LINE 2C THE BOARD OF PEMBROKE HILL SCHOOL IS RESPONSIBLE FOR CONTRACTING AND REVIEWING AN AUDIT PERFORMED BY AN INDEPENDENT AUDITOR.