2019-02-22T14:46:52-06:00 2018-06-30 420714325 RSM US LLP 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 990 2017-07-01 431326059 PEMBROKE HILL SCHOOL PEMB 8169361200 400 WEST 51ST STREET KANSAS CITY MO 64112 JAMES MILLER CFO 8169361200 2019-02-15 1 ED BARTAK P00170935 8167533000 69.174.87.132 2019-02-15 13:03:06 CS P A42CB52441CA62FE8919EFFE11AACA390F6B0282 16E4CD8263B7C7E41A72208DAD7AB2FB515774DE 2017 2019-02-21 02:37:17Z STEVEN J BELLIS 400 WEST 51ST STREET KANSAS CITY MO 64112 47051216 0 X WWW.PEMBROKEHILL.ORG X 1984 MO A PRESCHOOL THROUGH 12TH GRADE, PRIVATE, COLLEGE PREPARATORY SCHOOL. 23 23 398 657 22725 755 1622708 12568965 26171683 26256284 1203091 1267794 458798 170720 29456280 40263763 3189979 3443352 0 0 17753323 18272087 0 0 639675 9305425 8649051 30248727 30364490 -792447 9899273 107586090 119920798 21773623 21543815 85812467 98376983 X A PRESCHOOL THROUGH 12TH GRADE, PRIVATE, COLLEGE PREPARATORY SCHOOL. 0 0 6522303 9040848 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 = 417 3099787 5343175 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 = 257 3853469 6950944 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 = 366 4765725 3443352 1970661 EARLY CHILDHOOD - THE MISSION OF THE PEMBROKE HILL EARLY CHILDHOOD SCHOOL IS TO PROVIDE DEVELOPMENTALLY APPROPRIATE OPPORTUNITIES FOR CHILDREN TO GROW COGNITIVELY, OCIALLY, 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 - $1,322,375REVENUE - $1,970,661GRANTS 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 - $3,443,352 4765725 3443352 1970661 18241284 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 43 0 1 398 1 1 1 0 0 0 0 0 0 0 X 23 23 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 DON MONTAGUE PRESIDENT 5.00 X X 0 0 0 ANNE DEMA PRESIDENT-ELECT 2.00 X X 0 0 0 CHRISTINA HOGAN SECRETARY 2.00 X X 0 0 0 MARK PETERSON 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 MAUREEN MAHONEY MEMBER-AT-LARGE 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 JEAN-WILLY DE PIERRE BOARD MEMBER 2.00 X 0 0 0 JEFF HARGROVES BOARD MEMBER 2.00 X 0 0 0 BETSEY HUGHES BOARD MEMBER 2.00 X 0 0 0 FREDERICK JIANG BOARD MEMBER 2.00 X 0 0 0 JONATHAN KEMPER BOARD MEMBER 2.00 X 0 0 0 LISA LATTAN BOARD MEMBER 2.00 X 0 0 0 SIOBHAN LESLEY 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 ED STEVENS BOARD MEMBER 2.00 X 0 0 0 STEVE BELLIS HEAD OF SCHOOL 40.00 X 379767 0 96779 JAMES MILLER CFO 40.00 X 191942 0 17804 WILLIAM HILL PRINCIPAL 40.00 X 116886 0 20447 DAVID D'ERCOLE PRINCIPAL 40.00 X 104098 0 16398 CHRIS KELLER DIRECTOR OF IT 40.00 X 100357 0 12458 DAVID BURKE DIRECTOR OF COLLEGE COUNSELING 40.00 X 105020 0 10703 BRIAN BARTELLI PRINCIPAL 40.00 X 103822 0 13718 1101892 0 188307 7 0 1 0 ARAMARK 27310 NETWORK PL CHICAGO IL 60673 FACILITIES MANAGEMENT 1761264 FLIK 2400 YORK MOUNT ROAD CHARLOTTE NC 28217 FOOD SERVICE 1203999 GOULD EVANS ASSOCIATES LC 4041 MILL ST KANSAS CITY MO 64111 ARCHITECT 790124 HEARTLAND MECHANICAL SERVICE INC 720 KINDLEBERGER RD KANSAS CITY KS 66115 HVAC 667676 APPLEBUS 230 E MAIN ST CLEVELAND MO 64734 TRANSPORTATION 137458 6 12568965 1512466 12568965 STUDENT TUITION/FEES 611600 23472578 23472578 OTHER PROGRAMS 611710 1460784 1460784 FOOD SERVICE 611710 1322922 1322922 26256284 1180136 1180136 75579 53143 22436 22436 22436 6223361 6135703 87658 87658 87658 22764 22397 367 367 701402 576210 125192 125192 ADVERTISING REVENUE 541800 22725 22725 22725 40263763 26469134 22725 1202939 3443352 3443352 666038 666038 14134616 10307615 3484686 342315 844782 735226 92445 17111 1750335 1539949 164170 46216 876316 743796 107813 24707 12858 12335 523 38065 38065 1533587 77319 1447383 8885 48305 48004 301 600218 295048 226706 78464 524996 63747 442024 19225 12787 7167 5620 865653 19476 846177 559199 406125 151519 1555 327026 327026 2142237 2142237 236325 237007 -682 REPAIR/MAINTENANCE 542184 8913 533271 FOOD/BEVERAGE 346466 94713 201364 50389 DISCOUNTS/FINANCIAL AID 210682 210682 CLOTHING/UNIFORMS 203076 51774 151302 445387 447064 -52343 50666 30364490 18241284 11483531 639675 3130607 9472848 12795415 12265708 414382 4965342 64917 0 85508 82079 374951 240423 72308824 38058373 34326509 34250451 56317378 58564138 76423 79809 107586090 119920798 2809259 3003627 4434364 4609276 14530000 13930912 21773623 21543815 X 51701300 52284011 14249075 24725878 19862092 21367094 85812467 98376983 107586090 119920798 9899273 2665243 0 X X 0 1 X 1 0 X 26436401 1842917 1561715 520149 1041567 28279317 25405797 1030603 1496886 482332 1014553 26436401 24053260 1352537 1281069 431703 849366 25405797 22789427 1263833 1137053 384726 752327 24053260 20932376 1857051 1008118 297427 710691 22789427 0.24440 0.75560 0 0 6213810 6213810 57357912 34473918 22883994 7545847 3584455 3961392 1191255 1191255 34250451 X 41313427 2665243 651750 3316993 37996434 2267329 2267329 40263763 28748911 651750 651750 28097161 2267329 2267329 30364490 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, 2018 OR 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 53,143. SPECIAL EVENTS EXPENSES 22,397. EXPENSES RELATED TO SALE OF INVENTORIES 576,210. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS 2,267,329. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 53,143. EXPENSES RELATED TO SALE OF INVENTORIES 576,210. SPECIAL EVENTS EXPENSES 22,397. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS 2,267,329. 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 AUCTION 1825 1825 6611 BOOKFAIR 20939 20939 15786 22764 22764 22397 22397 367 1 NEED-BASED FINANCIAL ASSISTANCE 175 2003029 FACULTY FINANCIAL AID 82 1155831 MERIT AWARDS 21 59000 MALONE SCHOLARS 8 121000 DURWOOD SCHOLARS 5 84000 FACULTY SUMMER GRANTS 6 20192 AUXILIARY AID 2 300 X 1 0 X X 0 0 0 0 0 0 0 0 0 STEVE BELLIS HEAD OF SCHOOL 374994 0 0 0 4773 0 29536 0 67243 0 476546 0 0 0 JAMES MILLER CFO 177728 0 0 0 14214 0 14532 0 3272 0 209746 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 13831 FACULTY FINANCIAL AID TUITION DANNY O'NEILL BOARD MEMBER 12155 BEVERAGE SERVICE 0 X 31 1512466 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.