2011-06-06T16:02:51-07:00 2010-06-30 990 2009-07-01 430652619 JOHN BURROUGHS SCHOOL JOHN 3149934040 755 South Price Road Saint Louis MO 631241866 Andrew Abbott 3149934040 2011-05-31 2009 2016-02-24 21:20:13Z Andrew Abbott 755 South Price Road Saint Louis MO 63124 24219870 0 X www.jburroughs.org X 1923 MO John Burroughs School seeks to instill the joy of living through active learning, integrity and service to others. Our mission is to foster in our students academic, physical and creative fulfillment, together with strength of character, while helping them become productive members of our school community. 25 25 365 500 29230 -94385 3483511 2797044 12457722 13064219 773820 160104 28024 2272 16743077 16023639 1379501 1462056 0 0 10886124 11136138 0 0 920203 5220118 5086416 17485743 17684610 -742666 -1660971 75436744 74256335 11091997 7801264 64344747 66455071 John Burroughs School seeks to instill the joy of living through active learning, integrity and service to others. Our mission is to foster in our students academic, physical and creative fulfillment, together with strength of character, while helping them become productive members of our school community. 0 0 14513772 1462056 12240000 Educational Instruction for Students in Grades 7-12 (601 students) 287830 0 427585 Bookstore purchases of texts and supplies for students in Grades 7-12 (601 students). 302107 0 345903 Burr Oak Summer Day Camp for grade school aged children (290 Campers). 123614 0 29230 Recreation Center Management: Health and Fitness club run for students, alumni and parents (104 members) 0 0 21501 Entrance Exam: Testing for Prospective Students (277 applicants). 123614 0 50731 15227323 1 1 0 0 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 1 0 0 0 1 41 0 1 365 1 1 1 1 BD 0 0 0 25 25 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X John Burroughs School Business Office 3149934040 755 South Price Road Saint Louis MO 63124 Michael Banton 2 X 0 0 0 Donald Bassman 2 X 0 0 0 Andy Cornwell 2 X 0 0 0 Sue Engelhardt 2 X 0 0 0 Gianna Jacobson 2 X 0 0 0 Rosalind Johnson 2 X 0 0 0 Michele Lowe 2 X 0 0 0 Steve Lowy 2 X 0 0 0 Danny Ludeman 2 X 0 0 0 Steve Maritz 2 X 0 0 0 Pamela Marshall 2 X 0 0 0 Sue McCollum 2 X 0 0 0 John Meyer 2 X 0 0 0 Ahn-Chun Min 2 X 0 0 0 Jerrie Plegge 2 X 0 0 0 Ben Rassieur 4 X 0 0 0 Eve Riley 4 X 0 0 0 Todd Schnuck 8 X 0 0 0 Susan Sherman 2 X 0 0 0 Mary Beth Soffer 4 X 0 0 0 Mary Stillman 2 X 0 0 0 Greg Trapp 2 X 0 0 0 Carr Trovillion 2 X 0 0 0 Steve Trulaske 2 X 0 0 0 Hardy Washington 4 X 0 0 0 Keith E Shahan 50.0 X X X 315578 0 32674 Andrew Abbott 50 X X 177237 0 105421 Laura A Placio 50 X X 118731 0 18591 Eric A Hanson 40 X 117678 0 18514 James M Lemen 50 X 106181 0 20295 James Kemp 40 X 101547 0 33475 Todd Small 40 X 100745 0 19452 1037697 0 248422 7 1 1 0 Sage Dining Services 222 Bosley Avenue Suite B-7 Towson MD 21204 Food Service Management 697089 Brydie Homes LLC 25 Rosemont Saint Louis MO 63119 Construction Services 184832 2 0 0 0 0 0 2797044 742845 2797044 Tuition 611710 12240000 12240000 0 0 Bookstore Income 451211 427585 427585 0 0 Burr Oak Summer Camp 611710 345903 345903 0 0 Entrance Exam Fees 611710 21501 21501 0 0 Health and Fitness Club Income 713940 29230 0 29230 0 0 0 0 0 13064219 693375 0 0 693375 0 0 0 0 0 0 0 0 55537 0 53265 0 2272 0 2272 0 0 2272 7609695 0 8142966 0 -533271 0 -533271 0 0 -533271 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16023639 13034989 29230 162376 0 0 1462056 1462056 0 0 0 0 471225 0 471225 0 0 0 0 0 8472360 7372971 610752 488637 630351 565632 30010 34709 950992 886197 21503 43292 611210 546125 29506 35579 51600 51600 0 0 29254 0 29254 0 24200 0 24200 0 0 0 0 0 0 0 23945 0 23945 0 0 0 0 0 59772 0 0 59772 216056 22708 90323 103025 115941 100270 0 15671 0 0 0 0 0 0 0 0 7067 2749 4318 0 0 0 0 0 14135 5498 8637 0 175335 172003 2455 877 0 0 0 0 1293236 1268665 18105 6466 218981 214820 3066 1095 Instructional Expenses 937689 937689 0 0 Athletic Department 189699 189699 0 0 Administrative Expenses 43594 0 43594 0 Plant Operations Expenses 779930 748444 23200 8286 Food Service Expenses 307269 307269 0 0 598713 372928 102991 122794 17684610 15227323 1537084 920203 0 0 336178 156751 5335631 4106563 686471 344164 0 0 0 0 562418 602785 178188 133151 653740 724383 59625313 20881441 38978059 38743872 28665047 29394395 0 0 0 0 41012 50271 75436744 74256335 166973 232289 0 0 3040799 3224282 3327387 2708613 0 0 0 0 0 0 4000000 1150000 556838 486080 11091997 7801264 X 30486630 34366770 5835115 8351871 28023002 23736430 64344747 66455071 75436744 74256335 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X 0 27105175 212823 3899819 555068 1767211 23945 28871593 37035530 221795 -7541651 620014 1973985 16500 27105175 0.01 0.99 0 0 1 1 15858570 0 15858570 25258559 0 10337123 14921436 10238841 0 5442058 4796783 5701903 0 5102260 599643 2567440 0 0 2567440 38743872 Interest Receivable 50271 50271 0 Due to School Organizations 296418 Tuition Refund Plan Premiums 23709 Deferred Benefits 165953 486080 16023639 17684610 -1660971 3771295 0 0 0 0 3771295 2110324 18732873 3771295 0 0 399995 4171290 14561583 0 1462056 1462056 16023639 16297688 0 0 0 75134 75134 16222554 0 1462056 1462056 17684610 SchD_P03_S00_L01 Schedule D, Part III, Line 1 A footnote to the financial statements is not required as the value of the art collection is immaterial in relation to the total assets of the school. SchD_P03_S00_L04 Schedule D, Part III, Line 4 The school's art collection consists of painting, photographs and sculpture which are used for instructional purposes. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The school's endowment consists of 108 individual funds that support tuition aid, faculty salaries, faculty professional development and general programs. SchD_P10_S00_L00 Schedule D, Part X The school has not provided funding for any uncertain tax positions that might exist under FIN 48. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d This adjustment represents an increase for the audit report gain ($579,530) and a reduction for the grants ($232,800) of the 50th Anniversary Scholarship Fund that were recorded in the audit report but reported to the IRS on a separate Form 990, as well as an increase in rental property expenses ($53,265). SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Tuition Aid Grants SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Rental expenses of $53,265 and 50th Anniversary Scholarship Fund Management Fee expense of $21,869. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Tuition Aid Grants 1 1 1 Taxpayer believes it has complied with Rev. Proc. 75-50 in all aspects. To fulfill this requirement, the School advertised its nondiscrimination policy in the St. Louis Post-Dispatch on October 9, 2009. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 Tuition Aid Grants 111 0 1462056 Cost Grants for tuition assistance at John Burroughs School. Under the FEPA of 1974, the names of students cannot be disclosed without the consent of their parents. If additional information is needed, John Burroughs School should be contacted directly. SchI_P01_S00_L02 Schedule I, Part I, Line 2 John Burroughs School grants tuition aid to qualified applicants in the form of grants, loans or a combination of the two. This aid is based solely on the financial need of the family. The amount of aid granted is based on the evaluation of the Parents' Financial Statement as it is submitted to School Scholarship Service. Awards are for one academic year only and parents must submit a new Parents' Financial Statement each year. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 Keith E Shahan 121593 0 181500 0 12485 0 10000 0 22674 0 348252 0 142466 0 Andrew Abbott 154912 0 10000 0 12325 0 13800 0 91621 0 282658 0 0 0 Laura A Placio 118731 0 0 0 0 0 9820 0 8771 0 137322 0 0 0 Eric A Hanson 117678 0 0 0 0 0 9798 0 8716 0 136192 0 0 0 James M Lemen 106181 0 0 0 0 0 9024 0 11271 0 126476 0 0 0 James Kemp 101547 0 0 0 0 0 8264 0 25211 0 135022 0 0 0 Todd Small 100745 0 0 0 0 0 8365 0 11087 0 120197 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a As a condition of the employment of both Andrew Abbott and Keith Shahan, they were both required to live in a house on campus that was owned and maintained by John Burroughs School. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 On July 1, 2006 the School entered into an IRS Section 457(f) Non-qualified Deferred Compensation Agreement with Keith Shahan. This account became fully vested on June 30, 2009 and he received a payment of $166,500 under this agreement on July 15, 2009. Health and Educational Facilities Authority of the State of Missouri 431178966 606901xxx 2003-02-05 6640000 Refinance Series 1994 Bonds & Renovate Educational Facilities 0 0 6640000 0 6317691 0 132800 0 189509 2003 1 0 1 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 Andrew Abbott Head of School 48800 Todd R Schnuck President 9905 Todd Schnuck is an officer of Schnuck Markets where John Burroughs School maintains a charge account for school purchases. 0 Benjamin F Rassieur III Treasurer 0 Benjamin Rassieur is a Director of Commerce Bancshares, Inc. While the school maintains accounts with both Commerce Bank and Commerce Trust Company, he did not participate in the review or discussion of the School's relationship with Commerce. 0 X 65520 Fair Market Value X 70 742845 Fair Market Value 2 0 1 0 F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 Annual members of the John Burroughs School Association shall consist each year of those persons who are parents or guardians of a child or children enrolled in the school. Honorary members include any alumnus of the school who is elected to the Board of Trustees. In addition, the Board of Trustees may elect honorary members because of their special interest in the school. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a Members of the John Burroughs School Board of Trustees are elected by members of the Association at the Annual Meeting. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 A copy of the Form 990 was reviewed and approved by the Board of Trustees prior to filing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The conflict of interest policy is reviewed annually and signed by all board members and senior administrators. All of the signed statements are reviewed by the Business Manager for any conflicts. Those statements that disclose conflicts are reviewed and documented by the Executive Committee of the Board of Trustees. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Head of School's compensation is determined by the Executive Committee. They utilize comparison data with similar independent schools to ensure that the compensation package is reasonable. The Business Manager's compensation is determined by the Head of School. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 John Burroughs School will comply with any written request to furnish its governing documents, conflict of interest policy and financial statements. Fiftieth Anniversary Scholarship Fund 755 South Price Road Saint Louis MO 63124 237331103 Provide need-based grants for students attending John Burroughs School. MO 501(c)(3) 11a-Type I N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Fiftieth Anniversary Scholarship Fund c 232800 Taxpayer needed additional time to complete this return due to personnel change in the Business Office.