2017-02-15T13:49:18-06:00 2016-06-30 420714325 RSM US LLP 4801 MAIN STREET SUITE 400 KANSAS CITY MO 64112 990 2015-07-01 431326059 PEMBROKE HILL SCHOOL PEMB 8169361200 400 WEST 51ST STREET KANSAS CITY MO 64112 JAMES MILLER CFO 8169361200 2017-02-13 1 CONNIE HENDERSON P00156688 8167533000 2015 2021-01-29 14:40:06Z STEVEN J BELLIS 400 WEST 51ST STREET KANSAS CITY MO 64112 34611911 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. 22 22 361 684 41025 27543 2119751 4080291 24687504 25324143 3939595 1619228 491320 312725 31238170 31336387 2968441 3077697 0 0 16302759 16895007 0 0 608373 8539407 8568365 27810607 28541069 3427563 2795318 103863564 104186892 21812690 21911786 82050874 82275106 X TO ENABLE ALL STUDENTS TO BUILD CHARACTER AND TO DEVELOP THEIR INTELLECTUAL, PHYSICAL AND CREATIVE ABILITIES TO THE HIGHEST LEVEL. 0 0 5986461 8590462 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 = 421 2692346 5302537 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 3641029 6685511 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 4287484 3077697 1779208 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 = 125EXPENSES - $1,209,786REVENUE - $1,779,208GRANTS 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 - $3,077,698 4287484 3077697 1779208 16607320 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 48 0 1 361 1 1 1 0 0 0 0 0 0 0 0 0 X 22 22 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 ELAINE KOCH 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 MAUREEN MAHONEY MEMBER-AT-LARGE 2.00 X 0 0 0 BRIAN MURRAY MEMBER-AT-LARGE 2.00 X 0 0 0 ARINOLA ADEBO 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 CHRISTINA HOGAN 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 SIOBHAN LESLEY BOARD MEMBER 2.00 X 0 0 0 DAISY MACDONALD BOARD MEMBER 2.00 X 0 0 0 LEO MORTON BOARD MEMBER 2.00 X 0 0 0 DANA NELSON BOARD MEMBER 2.00 X 0 0 0 HENRY NEWELL BOARD MEMBER 2.00 X 0 0 0 JIM NUTTER BOARD MEMBER 2.00 X 0 0 0 DIANE POWER BOARD MEMBER 2.00 X 0 0 0 ED STEVENS BOARD MEMBER 2.00 X 0 0 0 HUNTER WOLBACH BOARD MEMBER 2.00 X 0 0 0 STEVE BELLIS HEAD OF SCHOOL 40.00 X 352509 0 90625 JAMES MILLER CFO 40.00 X 175160 0 17832 CAROLYN SULLIVAN ASSISTANT HEAD OF SCHOOL 40.00 X 133750 0 13079 WILLIAM HILL PRINCIPAL 40.00 X 108352 0 19013 SUSAN LEONARD PRINCIPAL 40.00 0.00 X 110940 0 15777 880711 0 156326 5 0 1 0 ARAMARK 27310 NETWORK PL CHICAGO IL 60673 FACILITIES MANAGEMENT 1686632 FLIK 2400 YORK MOUNT ROAD CHARLOTTE NC 28217 FOOD SERVICE 1185053 PETER GISOLFI ASSOCIATES 566 WARBURTON AVE HASTINGS ON HUDSON NY 10706 ARCHITECT 178424 HEARTLAND MECHANICAL SERVICE INC 720 KINDLEBERGER RD KANSAS CITY KS 66115 HVAC 173590 APPLEBUS 230 E MAIN ST CLEVELAND MO 64734 TRANSPORTATION 125203 5 4080291 194145 4080291 STUDENT TUITION/FEES 611600 22518204 22518204 OTHER PROGRAMS 611710 1540129 1540129 FOOD SERVICE 611710 1265810 1265810 25324143 1307560 1307560 81643 31427 50216 50216 50216 2970594 2658926 311668 311668 311668 83417 32017 51400 51400 723238 553154 170084 170084 ADVERTISING REVENUE 541800 41025 41025 41025 31336387 25494227 41025 1720844 3077697 3077697 608807 608807 13216162 9445776 3454310 316076 762082 674959 73438 13685 1472805 1335975 94637 42193 835151 691890 120299 22962 3915 3915 34345 34345 1138710 71026 1058965 8719 39768 39484 284 584408 289314 213020 82074 530155 42881 474111 13163 8541 1483 7058 748284 19880 728404 531633 402963 125813 2857 459322 459322 2096110 2096110 233274 233849 -575 REPAIR/MAINTENANCE 447337 8943 438394 FOOD/BEVERAGE 317097 90486 164789 61822 DISCOUNTS/FINANCIAL AID 187342 187342 EQUIPMENT/FURNITURE 166793 55324 110374 1095 1041331 398723 598590 44018 28541069 16607320 11325376 608373 2186086 3216610 10438924 13226823 2290861 1241383 66006 78175 12269 390 87753 82408 391225 352175 69510528 34051452 36964607 35459076 51344651 50459185 81182 70667 103863564 104186892 2262698 2474097 4294992 4477689 15255000 14960000 21812690 21911786 X 50970327 50161836 12870981 13054620 18209566 19058650 82050874 82275106 103863564 104186892 2795318 -2571086 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24053260 1352537 1281069 431703 849366 25405797 22789427 1263833 1137053 384726 752327 24053260 20932376 1857051 1008118 297427 710691 22789427 18014765 2917612 871951 249833 622119 20932376 16388061 1626704 812277 263307 548970 18014765 0.24980 0.75020 0 0 5281075 5281075 57639021 30845750 26793271 6533609 3205702 3327907 56823 56823 35459076 X 27396374 -2571086 616598 -1954488 29350862 1985525 1985525 31336387 27172142 616598 616598 26555544 1985525 1985525 28541069 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, 2016 OR 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 31,427. SPECIAL EVENTS EXPENSES 32,017. EXPENSES RELATED TO SALE OF INVENTORIES 553,154. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS 1,985,525. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FMV OF SWAP RENTAL EXPENSE 31,427. EXPENSES RELATED TO SALE OF INVENTORIES 553,154. SPECIAL EVENTS EXPENSES 32,017. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL ASSISTANCE AND AWARDS TO INDIVIDUALS 1,985,525. 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 2183 CLOTHESLINE 63368 63368 14797 1 20049 20049 15037 83417 83417 32017 32017 51400 1 NEED-BASED FINANCIAL ASSISTANCE 158 1748775 FACULTY FINANCIAL AID 74 1078476 MERIT AWARDS 22 60250 MALONE SCHOLARS 8 117000 DURWOOD SCHOLARS 4 59500 FACULTY SUMMER GRANTS 12 12696 AUXILIARY AID 1 1000 X 1 0 X X 0 0 0 0 0 0 0 0 0 STEVE BELLIS HEAD OF SCHOOL 347896 0 0 0 4613 0 27053 0 63572 0 443134 0 0 0 JAMES MILLER CFO 162830 0 0 0 12330 0 13411 0 4421 0 192992 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 11987 FACULTY FINANCIAL AID TUITION X 15 194145 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. 990 PART XII, LINE 2C THE BOARD OF PEMBROKE HILL SCHOOL IS RESPONSIBLE FOR CONTRACTING AND REVIEWING AN AUDIT PERFORMED BY AN INDEPENDENT AUDITOR.