2016-02-15T15:10:01-06:00 2015-06-30 420714325 RSM US LLP 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 990 2014-07-01 431326059 PEMBROKE HILL SCHOOL PEMB 8169361200 400 WEST 51ST STREET KANSAS CITY MO 64112 JAMES MILLER CFO 8169361200 2016-02-11 1 CONNIE HENDERSON P00156688 8167533000 2014 2016-08-17 19:52:53Z STEVEN J BELLIS 400 WEST 51ST STREET KANSAS CITY MO 64112 43163461 0 X WWW.PEMBROKEHILL.ORG X 1984 MO TO ENABLE ALL STUDENTS TO BUILD CHARACTER AND TO DEVELOP THEIR INTELLECTUAL, PHYSICAL AND CREATIVE ABILITIES TO THE HIGHEST LEVEL. 23 23 360 652 37925 18278 1671082 2119751 22979552 24687504 -708519 3939595 275995 491320 24218110 31238170 2651842 2968441 0 0 15668073 16302759 0 0 554450 8170350 8539407 26490265 27810607 -2272155 3427563 114761784 103863564 32907363 21812690 81854421 82050874 X TO ENABLE ALL STUDENTS TO BUILD CHARACTER AND TO DEVELOP THEIR INTELLECTUAL, PHYSICAL AND CREATIVE ABILITIES TO THE HIGHEST LEVEL. 0 0 5777152 8115775 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 = 410 2502120 5168173 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 = 266 3565923 6502269 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 = 372 4142892 2968441 1672917 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 = 126EXPENSES - $1,174,451REVENUE - $1,672,917GRANTS 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 - $2,968,441 4142892 2968441 1672917 15988087 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 0 1 0 0 0 0 0 0 0 0 1 43 0 1 360 1 1 1 0 0 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 0 1 0 0 MO X JAMES MILLER 8169361213 400 W 51ST STREET KANSAS CITY MO 64112 DAVID KIERSZNOWSKI PRESIDENT 5.00 X X 0 0 0 DON MONTAGUE PRESIDENT ELECT 2.00 X X 0 0 0 CAROLYN PARKERSON SECRETARY 2.00 X X 0 0 0 MARK PETERSON TREASURER 2.00 X X 0 0 0 JEANNE SOSLAND DEVELOPMENT COMMITTEE CHAIR 2.00 X 0 0 0 ELAINE KOCH MEMBER-AT-LARGE 2.00 X 0 0 0 SONAL PATEL MEMBER-AT-LARGE 2.00 X 0 0 0 ARINOLA ADEBO BOARD MEMBER 2.00 X 0 0 0 ANDREW ATTERBURY BOARD MEMBER 2.00 X 0 0 0 JON BAUM BOARD MEMBER 2.00 X 0 0 0 GRANT BURCHAM BOARD MEMBER 2.00 X 0 0 0 DIANE CANADAY BOARD MEMBER 2.00 X 0 0 0 ANNE DEMA BOARD MEMBER 2.00 X 0 0 0 WILLIAM GAUTREAUX BOARD MEMBER 2.00 X 0 0 0 STEVEN HUGHES BOARD MEMBER 2.00 X 0 0 0 FREDERICK JIANG BOARD MEMBER 2.00 X 0 0 0 BECKY LOBODA BOARD MEMBER 2.00 X 0 0 0 DAISY MACDONALD BOARD MEMBER 2.00 X 0 0 0 MAUREEN MAHONEY BOARD MEMBER 2.00 X 0 0 0 LEO MORTON BOARD MEMBER 2.00 X 0 0 0 BRIAN MURRAY BOARD MEMBER 2.00 X 0 0 0 HENRY NEWELL BOARD MEMBER 2.00 X 0 0 0 DIANE POWER BOARD MEMBER 2.00 X 0 0 0 STEVE BELLIS EDD HEAD OF SCHOOL 40.00 X 338652 0 90832 JAMES R MILLER CFO 40.00 X 168379 0 18277 CAROLINE SULLIVAN ASSISTANT HEAD OF SCHOOL 40.00 X 128090 0 12954 WILLIAM HILL PRINCIPAL 40.00 X 102954 0 18993 SUSAN LEONARD PRINCIPAL 40.00 X 100848 0 20996 838923 0 162052 5 0 1 0 ARAMARK 24858 NETWORK PLACE CHICAGO IL 60673 FACILITIES MANAGEMENT 1700078 FLIK 2400 YORK MOUNT ROAD CHARLOTTE NC 28217 FOOD SERVICE 1117947 JE DUNN CONSTRUCTION COMPANY 1001 LOCUST STREET KANSAS CITY MO 64106 CONSTRUCTION 250978 LEXINGTON PLUMBING & HEATING COMPANY PO BOX 875810 KANSAS CITY MO 64187 CONSTRUCTION 164500 APPLEBUS 230 E MAIN ST CLEVELAND MO 64734 TRANSPORTATION 138856 5 2119751 143105 2119751 STUDENT TUITION/FEES 611600 21604262 21604262 OTHER PROGRAMS 611710 1877637 1877637 FOOD SERVICE 611710 1205605 1205605 24687504 1170295 1170295 68978 52668 16310 16310 16310 13941715 11172415 2769300 2769300 2769300 409141 156151 252990 252990 728152 544057 184095 184095 ADVERTISING REVENUE 541800 37925 37925 37925 31238170 24871599 37925 4208895 2968441 2968441 583338 583338 12651133 9136694 3237067 277372 739098 639280 80644 19174 1539835 1331784 169350 38701 789355 666171 102942 20242 40164 40164 1139873 62965 1060949 15959 37932 37880 52 558224 264462 221375 72387 698787 35979 650457 12351 7379 1690 5621 68 748315 17637 730578 100 496896 349041 142532 5323 410346 410346 2090653 2090653 234833 234833 REPAIR/MAINTENANCE 379224 5982 373242 FOOD/BEVERAGE 312610 75740 185971 50899 BOND/SWAP COSTS 220922 220922 EQUIPMENT/FURNITURE 142582 42071 100371 140 1020667 390150 588835 41682 27810607 15988087 11268070 554450 3546730 2186086 8522110 10438924 3158970 2290861 111735 66006 29222 12269 65722 87753 204831 391225 69068181 32103574 38135441 36964607 56877258 51344651 4032419 77346 81182 114761784 103863564 2379778 2262698 4007217 4294992 23725650 15255000 2794718 0 32907363 21812690 X 49625611 50970327 14785415 12870981 17443395 18209566 81854421 82050874 114761784 103863564 X 3427563 -3099904 -131206 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22789427 1263833 1137053 384726 752327 24053260 20932376 1857051 1008118 297427 710691 22789427 18014765 2917612 871951 249833 622119 20932376 16388061 1626704 812277 263307 548970 18014765 13365307 3022754 792911 266057 526854 16388061 0.23980 0.76020 0.00000 0 0 5281075 5281075 57496011 27465630 30030381 6189076 4637944 1551132 102019 102019 36964607 X 26976288 -3099904 752876 -2347028 29323316 1914854 1914854 31238170 26779835 884082 884082 25895753 1914854 1914854 27810607 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, 2015 OR 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 52,668. SPECIAL EVENTS EXPENSES 156,151. EXPENSES RELATED TO SALE OF INVENTORIES 544,057. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS 1,914,854. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FMV OF SWAP 131,206. RENTAL EXPENSE 52,668. EXPENSES RELATED TO SALE OF INVENTORIES 544,057. SPECIAL EVENTS EXPENSES 156,151. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS 1,914,854. 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 325630 325630 121720 CLOTHESLINE 58773 58773 13137 1 24738 24738 21294 409141 409141 156151 156151 252990 1 NEED-BASED FINANCIAL ASSISTANCE 161 1687854 FACULTY FINANCIAL AID 74 1053587 MERIT AWARDS 18 53000 MALONE SCHOLARS 8 119000 DURWOOD SCHOLARS 4 55000 X 1 0 X X 0 0 0 0 0 0 0 0 0 STEVE BELLIS EDD HEAD OF SCHOOL 334039 0 0 0 4613 0 26079 0 64753 0 429484 0 0 0 JAMES R MILLER CFO 155634 0 0 0 12745 0 12911 0 5366 0 186656 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 12402 FACULTY FINANCIAL AID TUITION X 15 143105 FMV AT DATE OF GIFT 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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. FORM 990, PART XI, LINE 9: CHANGE IN FAIR MARKET VALUE OF SWAP INSTRUMENT -131,206. 990 PART XII, LINE 2C THE BOARD OF PEMBROKE HILL SCHOOL IS RESPONSIBLE FOR CONTRACTING AND REVIEWING AN AUDIT PERFORMED BY AN INDEPENDENT AUDITOR.