2020-07-15T13:18:33-05:00 2019-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2018-07-01 430652619 JOHN BURROUGHS SCHOOL JOHN 3149934040 755 SOUTH PRICE ROAD ST LOUIS MO 631241866 ANDREW ABBOTT HEAD OF SCHOOL 3149934040 2020-07-09 1 KIMBERLY A RYAN P00829977 3142903300 73.243.38.72 2020-07-09 08:50:15 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DA2A61144641BC7479ACD83DF5BDC5B005B79A14 2018 2020-09-23 17:36:50Z ANDREW ABBOTT 755 SOUTH PRICE ROAD ST LOUIS MO 63124 41216108 0 X WWW.JBURROUGHS.ORG X 1923 MO 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 ENVIRONMENT. 25 25 539 500 84561 0 9564733 11272444 18067595 18871577 2048474 1999920 28867 10916 29709669 32154857 2568822 2668900 0 0 13979594 14615130 0 0 1475973 7732325 9295304 24280741 26579334 5428928 5575523 160994103 166380902 21817432 21122695 139176671 145258207 X 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 22262426 2668900 17846200 EDUCATIONAL INSTRUCTION FOR STUDENTS IN GRADES 7-12 (626.5 STUDENTS) 458580 669929 BURR OAK & BOMBERS SPORTS SUMMER DAY CAMP FOR GRADE SCHOOL AGED CHILDREN (437 CAMPERS) 227107 314377 BOOKSTORE PURCHASES OF TEXTS AND SUPPLIES FOR STUDENTS IN GRADES 7-12 (626.5 STUDENTS). 32873 28543 RECREATION CENTER MANAGEMENT AND HEALTH & FITNESS CLUB FOR 85 MEMBERS AND ENTRANCE EXAM REVENUE FOR 161 STUDENTS WHO TOOK THE FIFTH GRADE EXPLORATORY EXAM. 32873 28543 22980986 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 59 0 539 1 1 1 0 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 1 0 X LAURA PLACIO 3149934040 755 SOUTH PRICE ROAD ST LOUIS MO 63124 GINA HOAGLAND PRESIDENT 5.00 1.00 X X 0 0 0 RUSS WILLEY 1ST VP 4.00 X X 0 0 0 JUAN MOORE 2ND VP 4.00 X X 0 0 0 SHILPA THORNTON SECRETARY 2.00 X X 0 0 0 GONZALO FERNANDEZ TREASURER 4.00 X X 0 0 0 JULIE BAUR BOARD MEMBER 2.00 X 0 0 0 BILL BOLSTER BOARD MEMBER 2.00 X 0 0 0 KIRSTEN DIETRICH BOARD MEMBER 2.00 X 0 0 0 JIM EDWARDS BOARD MEMBER 2.00 X 0 0 0 SEAN JOE BOARD MEMBER 2.00 X 0 0 0 JOHN KALISHMAN BOARD MEMBER 2.00 X 0 0 0 CAROL PUTZEL LISTER BOARD MEMBER 2.00 X 0 0 0 CHARLES NICOLAIS BOARD MEMBER 2.00 X 0 0 0 OLU OGUNREMI BOARD MEMBER 2.00 X 0 0 0 ERIKO POPE BOARD MEMBER 2.00 X 0 0 0 ASIM RAZA BOARD MEMBER 2.00 X 0 0 0 NANCY REYNOLDS BOARD MEMBER 2.00 X 0 0 0 LINDA ROBY BOARD MEMBER 2.00 X 0 0 0 TED SAMUELS BOARD MEMBER 2.00 X 0 0 0 MARK SCHNUCK BOARD MEMBER 2.00 X 0 0 0 MAMATHA SHETTY BOARD MEMBER 2.00 X 0 0 0 ROBERT SMITH BOARD MEMBER 2.00 1.00 X 0 0 0 KELLY CORNWELL STEINKAMP BOARD MEMBER 2.00 X 0 0 0 LEAH STROUP BOARD MEMBER 2.00 X 0 0 0 ASMA USMANI BOARD MEMBER 2.00 X 0 0 0 ANDREW ABBOTT HEAD OF SCHOOL 50.00 1.00 X 384077 0 126712 LAURA A PLACIO BUSINESS MANAGER 50.00 X 153906 0 29856 EDWARD P PHILIPP DIRECTOR OF PLANT OPERATIONS 50.00 X 104406 0 49253 LUANNE O'SHEA DIR. DEVE & ALUMNI PROGRAMS DIRECTOR 50.00 X 137342 0 21367 ANDREW NEWMAN FACULTY 40.00 X 113655 0 34726 ELLEN BREMNER DIR. OF COMMS & COMMUNITY RELATIONS 50.00 X 131704 0 19729 JULIE HARRIS ASST HEAD OF SCHOOL/PRINCIPAL, 7TH & 8TH GRADES 50.00 X 109018 0 50262 1134108 0 331905 10 0 1 0 PARIC CORPORATION 77 WEST PORT PLAZA DRIVE SUITE 250 SAINT LOUIS MO 63146 CONSTRUCTION SERVICES 18364066 SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE MANAGEMENT 982221 PK CONSTRUCTION 9300 DIELMAN INDUSTRIAL DRIVE SAINT LOUIS MO 63132 CONSTRUCTION & REMODELING SERVICES 395071 MURPHY COMPANY 1233 NORTH PRICE ROAD SAINT LOUIS MO 63132 MECHANICAL CONTRACTING SERVICES 260496 THE LAWRENCE GROUP 319 N 4TH STREET SUITE 1000 SAINT LOUIS MO 63102 ARCHITECTURAL SERVICES 181000 11 11272444 449181 11272444 TUITION 611710 17846200 17846200 SUMMER PROGRAMS 611710 669929 669929 BOOKSTORE INCOME 451211 314377 314377 HEALTH & FITNESS CLUB 713940 27618 27618 ENTRANCE EXAM FEES 611710 13453 13453 18871577 1540794 56943 1483851 10799 14973 -4174 -4174 -4174 9505404 9046278 459126 459126 459126 15090 15090 15090 32154857 18859049 84561 1938803 2668900 2668900 645298 530636 114662 10900118 9217805 929829 752484 764906 701180 12642 51084 1522978 1391465 82900 48613 781830 688480 39628 53722 69520 69520 17873 17270 603 50765 50765 83405 83405 110308 110308 143662 87056 56606 240317 176512 63805 877906 849023 24933 3950 15594 15594 4563 4563 470224 454754 13354 2116 3181812 3077131 90363 14318 347273 335848 9862 1563 INSTRUCTIONAL EXPENSES 1370936 1370936 FOOD SERVICE EXPENSES 605884 605884 PLANT FUND EXPENSES 316615 306198 8992 1425 STUDENT FACULTY SUPPORT 303367 296275 7092 1085280 766512 118054 200714 26579334 22980986 2122375 1475973 1651397 1300847 5899960 8712340 831639 892280 389323 418666 1249624 1103193 138510060 36822480 101839141 101687580 35826034 37185204 13190665 14973420 116320 107372 160994103 166380902 3031904 987366 7060883 7516405 5142362 4039313 6438333 8497277 143950 82334 21817432 21122695 X 71933114 74925383 34949326 37190803 32294231 33142021 139176671 145258207 160994103 166380902 X 5575523 545039 -39026 X X 0 1 X 1 0 X 6158598 12551051 13614867 9564733 11272444 53161693 6158598 12551051 13614867 9564733 11272444 53161693 8496842 44664851 1605574 907474 1185703 1080224 1551593 6330568 12799 18661 15090 46550 59538811 86560368 0.75020 0.76250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 12,799. 2017 AMOUNT: $ 18,661. 2018 AMOUNT: $ 15,090. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47422380 937775 2520356 616862 1241135 98364 48924150 44576822 797987 3895272 586808 1178200 82693 47422380 39205501 2474249 4730937 633782 1113121 86962 44576822 40093577 1588407 -662087 568440 1153467 92489 39205501 40338093 567473 909242 506742 1140257 74232 40093577 0.20420 0.66570 0.13010 0 1 1 16788570 16788570 94777203 18507100 76270103 17168540 10718493 6450047 9209442 7596887 1612555 566305 566305 101687580 VARIOUS BONDS, NOTES, & ASSET BACKED SECURITIES 5764607 F LIMITED PARTNERSHIPS 1715482 F HEDGE FUNDS 7075978 F CLOSELY HELD PARTNERSHIP 417353 F 14973420 DUE TO SCHOOL ORGANIZATIONS 67058 ANNUITY PAYABLE 15276 82334 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF 127 INDIVIDUAL FUNDS THAT SUPPORT TUITION AID, FACULTY SALARIES, FACULTY PROFESSIONAL DEVELOPMENT AND GENERAL PROGRAMS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 TO FULFILL THIS REQUIREMENT, THE SCHOOL ADVERTISED ITS NONDISCRIMINATON POLICY IN THE ST. LOUIS POST-DISPATCH ON APRIL 24, 2019. 1 TUITION AID GRANTS 134 2668900 COMPARABLE COST TUITION REDUCTION 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 0 0 0 0 0 0 0 0 ANDREW ABBOTT HEAD OF SCHOOL 303597 0 31200 0 49280 0 22000 0 104712 0 510789 0 0 0 LAURA A PLACIO BUSINESS MANAGER 153906 0 0 0 0 0 12840 0 17016 0 183762 0 0 0 EDWARD P PHILIPP DIRECTOR OF PLANT OPERATIONS 104406 0 0 0 0 0 8808 0 40445 0 153659 0 0 0 LUANNE O'SHEA DIR. DEVE & ALUMNI PROGRAMS DIRECTOR 137342 0 0 0 0 0 11292 0 10075 0 158709 0 0 0 ELLEN BREMNER DIR. OF COMMS & COMMUNITY RELATIONS 131704 0 0 0 0 0 10764 0 8965 0 151433 0 0 0 JULIE HARRIS ASST HEAD OF SCHOOL/PRINCIPAL, 7TH & 109018 0 0 0 0 0 9182 0 41080 0 159280 0 0 0 PART I, LINE 1A LIVING IN ON-CAMPUS HOUSING IS A CONDITION OF ANDREW ABBOTT'S EMPLOYMENT WITH JOHN BURROUGHS SCHOOL. A HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI 431178966 2012-05-24 20000000 RENOVATION AND REMODELING 0 0 0 A 15890000 20000000 50100 19949900 2013 0 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 A 0 SCHEDULE K, PART IV, LINE 2C ARBITRAGE EXPLANATION: SINCE PROCEEDS WERE DRAWN DOWN AS CASH EXPENDITURES WERE MADE, THERE ARE NO BOND PROCEEDS INVESTED FOR WHICH ARBITRAGE CALCULATIONS NEED TO BE MADE. X 21 22450 FMV X 44 426731 FMV 1 0 1 0 PART I, COLUMN (B): THE SCHOOL IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS REVIEWED AND APPROVED BY THE HEAD OF SCHOOL, BUSINESS MANAGER AND THE BOARD OF TRUSTEES PRIOR TO FILING. 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. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE. THEY UTILIZE COMPARISON DATA WITH SIMILAR INDEPENDENT SCHOOLS TO ENSURE THE COMPENSATION PACKAGE IS REASONABLE. THE BUSINESS MANAGER'S COMPENSATION IS DETERMINED ANNUALLY BY THE HEAD OF THE SCHOOL. 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST GIFT 11,174. WRITE OFF OF PROMISES TO GIVE -50,200. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR. FIFTIETH ANNIVERSARY SCHOLARSHIP FUND 755 SOUTH PRICE ROAD ST LOUIS MO 63124 237331103 GRANTS MO 501(C)(3) 12A, TYPE I N/A 0 CHARITABLE REMAINDER TRUST (1) 8182 MARYLAND AVENUE SUITE 500 ST LOUIS MO 63105 830601619 REMAINDER TRUST MO N/A T 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 50TH ANNIVERSARY FUND C 283860 CASH 50TH ANNIVERSARY FUND B 100000 CASH