2018-02-08T11:51:55-06:00 2017-06-30 430765316 RubinBrown LLP 1200 Main Street Suite 1000 Kansas City MO 64105 990 2016-07-01 440546207 The Barstow School BARS 8169423255 11511 State Line Rd Kansas City MO 64114 CAROLYNE S LEHR DIRECTOR OF FINANCIAL SERVICES 8162770311 2018-02-08 1 Kimberly A Ryan P00829977 8164721122 12.216.16.122 2018-02-08 09:51:09 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B7C670ECD1F075128E6EB269AC02CF33DAEB1094 2016 2021-01-29 14:40:06Z SHANE A FOSTER 11511 State Line Rd Kansas City MO 64114 25743630 0 X www.barstowschool.org X 1884 MO PRIVATE, NON-PROFIT CO-EDUCATIONAL COLLEGE PREPARATORY SCHOOL 19 19 482 190 0 0 1397254 1744213 12227082 14786822 317534 573226 2130674 181250 16072544 17285511 0 0 0 0 9415635 10198651 0 0 513318 5628382 5820193 15044017 16018844 1028527 1266667 26688766 28873514 14992621 14783063 11696145 14090451 X THE ORGANIZATION IS A PRIVATE CO-EDUCATIONAL COLLEGE PREPARATORY SCHOOL FOR PRESCHOOL THROUGH 12TH GRADE. THE OBJECTIVE OF THE SCHOOL IS TO "PROMOTE SOUND SCHOLARSHIP AND TO GIVE SYMMETRICAL DEVELOPMENT TO MIND, BODY AND CHARACTER." 0 0 12249219 14837458 The Barstow School provided college preparatory education to 733 students (30 of which were international students living with local host families) and graduated 63 seniors.The Summer Program held 415 camps offered over eight weeks with 5,206 students. (Some students took more than one camp.)The Athletics Program sponsored 41 teams with 480 participants. (Some students played more than one sport.)The Hybrid Learning Program offered 33 online classes with 378 participants. (Some students took more than one class per year.)The Global Education Initiative offered 359 students at two schools in China the opportunity to be taught by Americans and eventually earn a Barstow international diploma. Many of these students aspire to a college education in America.In addition, 33 international students came to Barstow for two weeks in the summer as a cross-cultural exchange. Barstow hosted students from Japan and Spain for two week cross-cultural exchanges during the school year. Barstow students also traveled to Costa Rica and Argentina to experience other cultures. 12249219 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 482 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CAROLYNE LEHR DIRECTOR OF FINANCIAL SERVICES 8169423255 11511 State Line Rd Kansas City MO 64114 WILLIAM D ZOLLARS Chairman 1.00 X X 0 0 0 AMANDA MORGAN Vice Chairman 1.00 X X 0 0 0 Susan Belger Angulo Secretary 1.00 X X 0 0 0 DAVID E SEAY Treasurer 1.00 X X 0 0 0 Thomas W Butch Member-at large 1.00 X 0 0 0 THOMAS WHITTAKER Member-at large 1.00 X 0 0 0 QUINTON LUCAS Member-at large 1.00 X 0 0 0 Joel Brous Member-at large 1.00 X 0 0 0 Wendy Burcham DIRECTOR 1.00 X 0 0 0 Dr Louis Christifano DIRECTOR 1.00 X 0 0 0 ANDREW FUNK DIRECTOR 1.00 X 0 0 0 PETER T LACY DireCTOR 1.00 X 0 0 0 WENDY MARVIN DIRECTOR 1.00 X 0 0 0 Mira Mdivani DIRECTOR 1.00 X 0 0 0 Soni Patel DIRECTOR 1.00 X 0 0 0 Scott Redick DIRECTOR 1.00 X 0 0 0 Robert Rothhaas DIRECTOR 1.00 X 0 0 0 Carmen Sabates DIRECTOR 1.00 X 0 0 0 JENNY THIESSEN WALDECK DIRECTOR 1.00 X 0 0 0 SHANE A FOSTER HEAD OF SCHOOL 40.00 X 299910 0 27147 CAROLYNE S LEHR DIRECTOR OF FINANCIAL SERVICES 40.00 X 130241 0 20132 JUDITH C YOUNT ASST HEAD OF SCHOOL 40.00 X 132114 0 21960 Elizabeth Bartow Head of Upper School 40.00 X 106174 0 10033 Scott DAniel Director of Technology 40.00 X 107495 0 18812 Scott Hill Director of College Counseling 40.00 X 106854 0 12312 882788 0 110396 6 0 1 0 Aramark Education Facilities Services 2300 Warrenville Road Downers Grove IL 60515 Facilities Management 1253784 Sage Dining Services 222 Bosley Avenue Suite B7 Towson MD 21204 Food Service 769899 2 66040 1678173 23523 1744213 TUITION & FEES 900099 11747765 11747765 SUMMER PROGRAM 900099 1089649 1089649 OTHER PROGRAM INCOME 900099 590575 590575 GLOBAL EDUCATION INITIATIVE 900099 535631 535631 ANCILLARY SERVICES 900099 488426 488426 334776 334776 14786822 329070 329070 64313 0 64313 64313 64313 8608305 400 8364549 0 243756 400 244156 244156 82300 66040 44854 37446 37446 77571 48716 28855 28855 OTHER REVENUE 611710 50636 50636 50636 17285511 14837458 0 703840 1195354 610374 511590 73390 7075314 5898557 965917 210840 618234 383806 165715 68713 722863 562751 135743 24369 586886 468617 100094 18175 44227 44227 70098 70098 127878 127878 131088 57891 63199 9998 42704 42704 240855 144736 86853 9266 191336 108616 65363 17357 1441263 1340374 86476 14413 416947 268252 129332 19363 18309 1719 16590 336372 336372 1135142 1055714 68081 11347 89739 89739 FOOD SERVICES 768070 735273 11831 20966 CLASSROOM & EXTRACURRIC 348587 341270 2311 5006 EQUIPMENT RENTAL & MAIN 107644 34494 72973 177 PRINTING & PUBLICATIONS 99287 95126 0 4161 210647 141649 63221 5777 16018844 12249219 3256307 513318 1466224 1281823 384219 1246403 176879 374432 83576 164126 56923 47268 333085 477064 27832931 18261064 9943537 9571867 14044317 15685665 200006 24866 26688766 28873514 1681755 1630424 2720866 3052904 10590000 10099735 14992621 14783063 X 7729445 8921716 1218055 1843661 2748645 3325074 11696145 14090451 26688766 28873514 1266667 1127639 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3685445 576429 445112 4706986 3132981 514404 38060 3685445 2817916 263838 51227 3132981 2524864 30008 263044 2817916 2271485 103892 149487 2524864 0.00000 0.70640 0.29360 0 0 166300 166300 22097484 13651315 8446169 5456376 4609749 846627 112771 112771 9571867 18506320 1127639 93170 1220809 17285511 0 17285511 16112014 93170 93170 16018844 0 16018844 Part V, Line 4: FINANCIAL AID, GROUNDS UPKEEP, FACULTY ENRICHMENT Part XI, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES 44,854. COST OF SALES 48,716. disposition of asset -400. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES 44,854. COST OF SALES 48,716. Gain on disposition of asset -400. 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 RACIALLY NONDISCRIMINATORY POLICY IS DISCLOSED ON THE MATERIALS SENT TO SOLICIT STUDENTS, AS WELL AS ADMISSION DOCUMENTS AND THE WEBSITE. GALA/AUCTION 148340 66040 82300 26741 800 17313 148340 66040 82300 26741 800 17313 44854 37446 X 1 1 X X 0 0 0 0 0 0 0 0 0 SHANE A FOSTER HEAD OF SCHOOL 299910 0 0 0 0 0 15343 0 11804 0 327057 0 0 0 CAROLYNE S LEHR DIRECTOR OF FINANCIAL SERVICES 130241 0 0 0 0 0 8328 0 11804 0 150373 0 0 0 JUDITH C YOUNT ASST HEAD OF SCHOOL 132114 0 0 0 0 0 8469 0 13491 0 154074 0 0 0 Part I, Line 1a Hallbrook Country Club membership Part I, Line 1b The Board authorized the membership and it is documented in employment contract with Head of School. A HEALTH & EDUCATIONAL FACILITIES AUTHORITY OF THE STATE OF MISSOURI 431178966 6069014M5 2013-06-21 11215000 REFUND 2008 BONDS AND PAYOFF INTEREST RATE SWAP 0 0 0 A 950000 10265000 198200 11016800 2013 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 1 1 0 0 0 0 A 1 Schedule K, Part II, Bond Issue Difference The difference between original issue price in Part I of $11,215,000 and total proceeds from the issuance of bonds in Part II of $10,265,000 is the retirement of bonds of $310,000 in 2014, $315,000 in 2015, and the current year retirement of bonds of $325,000. Schedule K, Part IV, Arbitrage Written procedures to monitor the requirements of Section 148: There are no written procedures as this requirement is not applicable to the organization. Form 990, Part VI, Section B, line 11b THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. WHEN COMPLETE, IT IS REVIEWED BY MANAGEMENT, THEN A REVIEW IS PERFORMED BY THE MEMBERS OF THE FINANCE AND AUDIT COMMITTEE. A FINAL COPY IS POSTED TO THE ELECTRONIC BOARD PORTAL FOR VIEWING. Form 990, Part VI, Section B, line 12c ALL BOARD POLICIES ARE STORED ELECTRONICALLY ON THE BOARD PORTAL SEGMENT OF THE SCHOOL'S WEBSITE. EACH NEW BOARD MEMBER REVIEWS THE POLICIES AS A PART OF THE NEW BOARD MEMBER ORIENTATION. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ANY POTENTIAL CONFLICT OF INTEREST WHICH MAY ARISE. Form 990, Part VI, Section B, line 15 THE HEAD OF SCHOOL'S COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. IT IS REVIEWED ANNUALLY. COMPENSATION FOR ALL EMPLOYEES, EXCEPT THE HEAD OF SCHOOL, IS DETERMINED BY THE HEAD OF SCHOOL ALONE WITHOUT OUTSIDE CONSULTATION. HOWEVER, COMPENSATION STATISTICS FROM THE INDUSTRY ARE AVAILABLE FOR COMPARISON. THE BOARD HAS INDIRECT CONTROL OVER THE TOTAL SALARIES VIA THE BUDGETING PROCESS. Form 990, Part VI, Section C, line 19 THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.