-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, IZFqhznNSP+75ubLVMzXx4JAAyK8fOxOMMg3KHZSyEmZvh57q203IeM2lmWF10zR aPmUTTlELqimTYMq74e1ew== 0001217211-10-000025.txt : 20100924 0001217211-10-000025.hdr.sgml : 20100924 20100924160210 ACCESSION NUMBER: 0001217211-10-000025 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 3 CONFORMED PERIOD OF REPORT: 20100920 ITEM INFORMATION: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20100924 DATE AS OF CHANGE: 20100924 FILER: COMPANY DATA: COMPANY CONFORMED NAME: H&R BLOCK INC CENTRAL INDEX KEY: 0000012659 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PERSONAL SERVICES [7200] IRS NUMBER: 440607856 STATE OF INCORPORATION: MO FISCAL YEAR END: 0430 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 001-06089 FILM NUMBER: 101088928 BUSINESS ADDRESS: STREET 1: ONE H&R BLOCK WAY CITY: KANSAS CITY STATE: MO ZIP: 64105 BUSINESS PHONE: 8168543000 MAIL ADDRESS: STREET 1: ONE H&R BLOCK WAY CITY: KANSAS CITY STATE: MO ZIP: 64105 8-K 1 form8k-092010.htm CFO ELECTION form8k-092010.htm
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D. C. 20549
______________
 
FORM 8-K
 
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (date of earliest event reported):   September 20, 2010

H&R BLOCK, INC.
(Exact name of registrant as specified in charter)
 
Missouri
(State of Incorporation)
1-6089
(Commission File Number)
44-0607856
(I.R.S. Employer
Identification Number)

One H&R Block Way, Kansas City, MO 64105
(Address of Principal Executive Offices)  (Zip Code)

(816) 854-3000
(Registrant's telephone number, including area code)

Not Applicable
(Former name or former address, if changed since last report)


Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

[ ] Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

[ ] Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

[ ] Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

[ ] Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 
 

 


Item 5.02.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
 
 
(c) (i) On September 20, 2010, Jeffrey T. Brown was elected to serve as Chief Financial Officer and Senior Vice President of H&R Block, Inc. (the “Company”). Since May 2010, Mr. Brown, 51, has served as acting Chief Financial Officer of the Company in addition to Vice President and Corporate Controller of the Company, a position he has held since March 2008.  From August 2005 to March 2008, Mr. Brown served as Assistant Vice President, Assistant Controller of H&R Block Management, LLC, a subsidiary of the Company.  From September 2002 to August 2005, Mr. Brown served as Director of Corporate Accounting for H&R Block Management, LLC.  Mr. Brown is employed on an “at will” basis as an employee of H&R Block Management, LLC. Pursuant to his employment arrangement, Mr. Br own receives an annual base salary of $360,000 and participates in the Company’s short-term incentive program with an aggregate target incentive award of $216,000 for the fiscal year ended April 30, 2011.  In addition, Mr. Brown participates in, and receives stock option grants and restricted shares under, the Company’s 2003 Long-Term Executive Compensation Plan.  A copy of the Company’s press release regarding Mr. Brown’s election as Chief Financial Officer of the Company is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

(ii) On September 22, 2010, Colby R. Brown was appointed to serve as Corporate Controller and Vice President of H&R Block Management, LLC. Since December 2009, Mr. Brown, 37, has served as Assistant Vice President and Controller of HRB Tax Group, Inc., a subsidiary of the Company.  From July 2007 to December 2009, Mr. Brown served as Division Controller, North America, for Fort Dodge Animal Health, a division of Wyeth.  From September 2002 to July 2007, Mr. Brown served as a Director, Financial Reporting and Analysis, for Fort Dodge Animal Health. Mr. Brown is employed on an “at will” basis as an employee of H&R Block Management, LLC. Pursuant to his employment arrangement, Mr. Brown receives an annual base salary of $210,000 and participates in the Company’s short-term incentive program wi th an aggregate target incentive award of $63,000 for the fiscal year ended April 30, 2011.  In addition, Mr. Brown participates in, and receives stock option grants and restricted shares under, the Company’s 2003 Long-Term Executive Compensation Plan.


Item 9.01.
Financial Statements and Exhibits.

(d)  
Exhibits

Exhibit Number
Description



 
 

 

 
SIGNATURES
 
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
 

 
 
H&R BLOCK, INC.
   
Date:  September 24, 2010
By:/s/ Andrew J. Somora                                                     
 
      Andrew J. Somora
 
      Assistant Secretary




 
 

 

EXHIBIT INDEX



EX-99.1 2 exh99x1-092010.htm PRESS RELEASE exh99x1-092010.htm
Exhibit 99.1

News Release

For Further Information:
Jennifer Love, 816-854-4448, Jennifer.Love@hrblock.com
NYSE: HRB

H&R Block Announces New Chief Financial Officer
Jeff Brown, eight-year company veteran, to lead financial organization
 
For Immediate Release: Sept. 21, 2010
 
KANSAS CITY, Mo. – H&R Block announced today the appointment of Jeff Brown as chief financial officer.  Brown has been the company’s interim CFO for the past five months.  As an eight-year veteran of H&R Block, Brown has played an important role in a variety of financial functions.
 
“I am very pleased with the leadership Jeff has provided me and the organization in his interim role,” said Alan Bennett, H&R Block’s president and chief executive officer.  “Jeff has all the talent and personal characteristics needed to be highly successful as the permanent CFO.  He has earned my full confidence, as well as that of the board of directors.”
 
Most recently, Brown served as H&R Block’s corporate controller.  Prior to that, he was the corporate controller and vice president of finance (Americas) at Bacou-Dalloz, now Sperian Protection, and served in key positions at KPMG. Brown has a business administration degree from the University of Nebraska and is a certified public accountant.
 
# # #
 
About H&R Block
H&R Block Inc. (NYSE: HRB) is one of the world’s largest tax services provider, having prepared more than 550 million tax returns since 1955. In fiscal 2010, H&R Block had annual revenues of $3.9 billion and prepared more than 23 million tax returns worldwide, utilizing more than 100,000 highly trained tax professionals. The Company provides tax return preparation services in person, through H&R Block At Home™ online and desktop software products, and through other channels. The Company is also one of the leading providers of business services through McGladrey. For more information visit our Online Press Center at www.hrblock.com.

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