HRB 10-K Annual Report April 30, 2018 | Alphaminr

HRB 10-K Fiscal year ended April 30, 2018

H&R BLOCK INC
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TABLE OF CONTENTS
Part IItem 1. BusinessItem 1A. Risk FactorsItem 1B. Unresolved Staff CommentsItem 2. PropertiesItem 3. Legal ProceedingsItem 4. Mine Safety DisclosuresPart IIItem 5. Market For Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases Of Equity SecuritiesItem 6. Selected Financial DataItem 7. Management's Discussion and Analysis Of Financial Condition and Results Of OperationsItem 7A. Quantitative and Qualitative Disclosures About Market RiskItem 8. Financial Statements and Supplementary DataNote 1: Summary Of Significant Accounting PoliciesNote 2: Earnings Per ShareNote 3: ReceivablesNote 4: Property and EquipmentNote 5: Goodwill and Intangible AssetsNote 6: Long-term DebtNote 7: Stockholders' EquityNote 8: Stock-based CompensationNote 9: Income TaxesNote 10: Other Income and Other ExpensesNote 11: Commitments and ContingenciesNote 12: Litigation and Other Related ContingenciesNote 13: Segment InformationNote 14: Quarterly Financial Data (unaudited)Note 15: Condensed Consolidating Financial StatementsItem 9. Changes in and Disagreements with Accountants on Accounting and Financial DisclosureItem 9A. Controls and ProceduresItem 9B. Other InformationPart IIIItem 10. Directors, Executive Officers and Corporate GovernanceItem 11. Executive CompensationItem 12. Security Ownership Of Certain Beneficial Owners and Management and Related Stockholder MattersItem 13. Certain Relationships and Related Transactions, and Director IndependenceItem 14. Principal Accountant Fees and ServicesPart IVItem 15. Exhibits and Financial Statement Schedules

Exhibits

10.50 *Form of 2013 Long Term Incentive Plan Award Agreement for Market Stock Units between H&R Block, Inc. and Jeffrey J. Jones II, dated as of August 21, 2017, filed as Exhibit 10.2 to the Companys current report on Form 8-K filed August 22, 2017, file number 1-06089, is incorporated herein by reference. 10.51 *Form of 2013 Long Term Incentive Plan Award Agreement for Performance Share Units, between H&R Block, Inc. and Jeffrey J. Jones II, dated as of August 21, 2017, filed as Exhibit 10.3 to the Companys current report on Form 8-K filed August 22, 2017, file number 1-06089, is incorporated herein by reference. 10.52 *Form of 2013 Long Term Incentive Plan Award Agreement for Restricted Share Units, between H&R Block, Inc. and Jeffrey J. Jones II, dated as of August 21, 2017, filed as Exhibit 10.4 to the Companys current report on Form 8-K filed August 22, 2017, file number 1-06089, is incorporated herein by reference. 10.53 *H&R Block, Inc. 2018 Long Term Incentive Plan, filed as Exhibit 10.1 to the Companys current report on Form 8-K filed September 14, 2017, file number 1-06089, is incorporated herein by reference. 10.54 *Form of 2018 Long Term Incentive Plan Award Agreement for Deferred Stock Units, as approved on November 3, 2017, filed as Exhibit 10.1 to the Companys quarterly report on Form 10-Q for the quarter ended October 31, 2017, file number 1-06089, is incorporated herein by reference. 10.55 *Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, filed as Exhibit 10.2 to the Companys current report on Form 8-K filed September 14, 2017, file number 1-06089, is incorporated herein by reference. 10.56 *Form of 2018 Long Term Incentive Plan Award Agreement for Non-Qualified Stock Options, filed as Exhibit 10.3 to the Companys current report on Form 8-K filed September 14, 2017, file number 1-06089, is incorporated herein by reference. 10.57 Second Amended and Restated Credit and Guarantee Agreement dated September 22, 2017, by and among Block Financial LLC, H&R Block, Inc., the lenders party thereto from time to time, and JPMorgan Chase Bank, N.A., as administrative agent, filed as Exhibit 10.1 to the Companys current report on Form 8-K filed September 25, 2017, file number 1-06089, is incorporated herein by reference. 10.58 Amended and Restated Purchase and Assumption Agreement, dated August 5, 2015, by and among H&R Block Bank, Block Financial LLC, and BofI Federal Bank, filed as Exhibit 10.1 to the Company's current report on Form 8-K filed August 5, 2015, file number 1-06089, is incorporated herein by reference. 10.59 Program Management Agreement, dated August 31, 2015, by and between Emerald Financial Services, LLC and BofI Federal Bank, filed as Exhibit 10.1 to the Company's current report on Form 8-K filed September 1, 2015, file number 1-06089, is incorporated herein by reference. 10.60 First Amendment to Program Management Agreement dated as of July 27, 2017, by and between Emerald Financial Services, LLC and BofI Federal Bank filed as Exhibit 10.8 to the Companys quarterly report on Form 10-Q for the quarter ended July 31, 2017, file number 1-06089, is incorporated herein by reference. 10.61 Emerald Advance Receivables Participation Agreement, dated as of August 31, 2015, by and among Emerald Financial Services, LLC, BofI Federal Bank, HRB Participant I, LLC and H&R Block, Inc., filed as Exhibit 10.2 to the Company's current report on Form 8-K filed September 1, 2015, file number 1-06089, is incorporated herein by reference. 10.62 Guaranty Agreement, dated as of August 31, 2015, by and between H&R Block, Inc. and BofI Federal Bank, filed as Exhibit 10.3 to the Company's current report on Form 8-K filed September 1, 2015, file number 1-06089, is incorporated herein by reference. 12.1 Computation of Ratio of Earnings to Fixed Charges for H&R Block, Inc. for the five years ended April 30, 2018. 12.2 Computation of Ratio of Earnings to Fixed Charges for Block Financial LLC for the five years ended April 30, 2018. 21 Subsidiaries of the Company. 23 Consent of Deloitte & Touche LLP, Independent Registered Public Accounting Firm. 31.1 Certification by Chief Executive Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002. 31.2 Certification by Chief Financial Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002. 32.1 Certification by Chief Executive Officer pursuant to 18 U.S.C. 1350, as adopted by Section 906 of the Sarbanes-Oxley Act of 2002. 32.2 Certification by Chief Financial Officer pursuant to 18 U.S.C. 1350, as adopted by Section 906 of the Sarbanes-Oxley Act of 2002.