2013-01-21T16:38:42-06:00 2012-06-30 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2011-07-01 430652619 JOHN BURROUGHS SCHOOL JOHN 3149934040 755 SOUTH PRICE ROAD ST LOUIS MO 631241866 ANDREW ABBOTT 3149934040 2013-01-18 1 P00325547 3142903300 2011 2016-02-25 16:41:14Z ANDREW ABBOTT 755 SOUTH PRICE ROAD ST LOUIS MO 63124 54356719 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. 24 24 389 500 27488 -97576 14985665 16462615 13641919 14254051 353339 2666845 -38365 8570 28942558 33392081 1596913 1714430 0 0 11349710 11608259 0 0 1332883 5244534 7740515 18191157 21063204 10751401 12328877 90942690 99413363 7715449 6391291 83227241 93022072 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 17356612 1714430 13257200 EDUCATIONAL INSTRUCTION FOR STUDENTS IN GRADES 7-12 (601 STUDENTS) 316660 471758 BOOKSTORE PURCHASES OF TEXTS AND SUPPLIES FOR STUDENTS IN GRADES7-12 (601 STUDENTS) 351227 483047 BURR OAK SUMMER DAY CAMP FOR GRADE SCHOOL AGED CHILDREN (347CAMPERS) 125063 14558 RECREATION CENTER MANAGEMENT AND HEALTH & FITNESS CLUB EXPENSES OF $125,063, AND ENTRANCE EXAM REVENUE OF $14,558. 125063 14558 18149562 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 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 37 0 1 389 1 1 1 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X LAURA PLACIO 3149934040 755 SOUTH PRICE ROAD ST LOUIS MO 63124 MICHAEL BANTON 2.00 X 0 0 0 NANCY BERG 2.00 X 0 0 0 ANDY CORNWELL 2.00 X 0 0 0 ROSALIND JOHNSON 2.00 X 0 0 0 SUZANNE JOHNSON 2.00 X 0 0 0 STEVE LERESCHE 2.00 X 0 0 0 MONT LEVY 2.00 X 0 0 0 DANNY LUDEMAN 2.00 X 0 0 0 PAMELA MARSHALL 2.00 X 0 0 0 SUSAN MCCOLLUM 4.00 X X 0 0 0 AHN-CHUN MIN 2.00 X 0 0 0 JERRIE PLEGGE 2.00 X 0 0 0 DEREK RAPP 2.00 X 0 0 0 BEN RASSIEUR 2.00 X 0 0 0 MATT RENNER 2.00 X 0 0 0 EVE RILEY 4.00 X X 0 0 0 CLAY SCHARFF 2.00 X 0 0 0 SUSAN SHERMAN 2.00 X 0 0 0 MARY BETH SOFFER 8.00 X X 0 0 0 MARY STILLMAN 2.00 X 0 0 0 GREG TRAPP 4.00 X X 0 0 0 STEVE TRULASKE 2.00 X 0 0 0 JOHN VAN DOREN 2.00 X 0 0 0 HARDY WASHINGTON 4.00 X X 0 0 0 ANDREW ABBOTT 50.00 X 258295 0 120404 LAURA A PLACIO 50.00 X 123362 0 19875 ERIC A HANSON 40.00 X 117818 0 16074 JAMES KEMP 40.00 X 105601 0 36751 ELLEN BREMNER 40.00 X 102466 0 21688 707542 0 214792 5 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 FOOD SERV MGMT 797782 THE LAWRENCE GROUP 319 NORTH 4TH STREET SUITE 1000 ST LOUIS MO 63102 ARCHITECTURAL 762881 ALBERT ARNO INC 5000 CLAXTON ST LOUIS MO 63120 CONSTRUCTION SERVS 433516 3 16462615 2758443 16462615 TUITION 611710 13257200 13257200 BURR OAK SUMMER CAMP 611710 483047 483047 BOOKSTORE INCOME 451211 471758 471758 HEALTH & FITNESS CLUB 713940 27488 27488 ENTRANCE EXAM FEES 611710 14558 14558 14254051 651641 651641 31830 23260 8570 8570 8570 22956582 20941378 2015204 2015204 2015204 33392081 14226563 27488 2675415 1714430 1714430 484755 484755 8812956 7615686 686392 510878 644553 570712 33296 40545 1003121 932752 21310 49059 662874 574712 50484 37678 54000 54000 6630 6630 27100 27100 49100 49100 63631 63631 162333 80881 81452 130781 95917 34864 5376 3168 2208 10753 6336 4417 53438 52423 748 267 1351947 1326260 18927 6760 220775 216580 3091 1104 W/O PRIOR MASTER PLAN 2186026 2186026 INSTRUCTIONAL EXPENSES 1118400 1115040 3360 PLANT OPERATIONS EXP 728982 697416 23259 8307 FOOD SERVICE EXPENSES 353041 353041 1218202 635063 84801 498338 21063204 18149562 1580759 1332883 6544512 9842163 9731695 15407186 845286 998598 607205 593438 141654 132995 858774 729204 63586500 23456262 38853027 40130238 29012208 22214969 4299137 9308632 49192 55940 90942690 99413363 558887 1770263 4231044 4184769 2068904 50179 856614 386080 7715449 6391291 X 35803699 40893765 23151381 25993013 24272161 26135294 83227241 93022072 90942690 99413363 X 12328877 -2534046 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33176605 709395 6291 552244 1091756 49100 32199191 28871593 516613 6221898 534211 1875246 24042 33176605 27105175 212823 3899819 555068 1767211 23945 28871593 37035530 221795 -7541651 620014 1973985 16500 27105175 0.20060 0.76770 0.03170 0 1 1 15858570 15858570 25258559 11348448 13910111 11787679 6612225 5175454 6155909 5495589 660320 4525783 4525783 40130238 VARIOUS BONDS, NOTES, & ASSET BACKED SECURITIES 3550847 F LIMITED PARTNERSHIPS 5757785 F 9308632 DUE TO SCHOOL ORGANIZATIONS 238443 TUITION REFUND PLAN PREMIUMS 21948 DEFERRED BENEFITS 125689 386080 33392081 21063204 12328877 -2626516 92470 -2534046 9794831 29166865 -2626516 92470 -2534046 31700911 1691170 1691170 33392081 19372034 0 19372034 1691170 1691170 21063204 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST GIFT 92,470. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHG IN VALUE SPLIT INTEREST GIFT REVENUE IN FIN STMTS, BUT NOT ON FORM 990 92,470. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE IN FIN STMTS, NETTED WITH REVENUE ON FORM 990 -23,260. GRANTS/ASSISTANCE TO OTHERS CONTRA-REV IN FIN STMTS, EXPENSE ON FORM 990 1,714,430. PART XIII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE IN FIN STMTS, NETTED WITH REVENUE ON FORM 990 -23,260. GRANTS/ASSISTANCE TO OTHERS CONTRA-REV IN FIN STMTS, EXPENSE ON FORM 990 1,714,430. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 TO FULFILL THIS REQUIREMENT, THE SCHOOL ADVERTISED ITS NONDISCRIMINATON POLICY IN THE ST. LOUIS POST-DISPATCH ON OCTOBER 16, 2011. 1 TUITION AID GRANTS 115 1714430 COST TUITION ASSISTANCE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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 0 0 0 0 0 0 0 0 ANDREW ABBOTT 230496 0 0 0 27799 0 19178 0 101226 0 378699 0 0 0 PART I, LINE 1A LIVING IN ON-CAMPUS HOUSING IS A CONDITION OF ANDREW ABBOTT'S EMPLOYMENT WITH JOHN BURROUGHS SCHOOL. X 1 19940 FAIR MARKET VALUE X 143 2738503 FAIR MARKET VALUE 2 0 1 0 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. 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. 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. 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 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -2,626,516. CHANGE IN VALUE OF SPLIT INTEREST GIFT 92,470. TOTAL TO FORM 990, PART XI, LINE 5: -2,534,046. FIFTIETH ANNIVERSARY SCHOLARSHIP FUND 755 SOUTH PRICE ROAD ST LOUIS MO 63124 237331103 GRANTS MO 501(C)(3) 11A-TYPE 1 N/A 0 CHARITABLE REMAINDER TRUST (1) REMAINDER TRUST MO N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0