2014-02-15T13:23:57-06:00 2013-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2012-07-01 061072231 EAGLE HILL FOUNDATION INC EAGL 2036229240 45 GLENVILLE ROAD GREENWICH CT 06831 THOMAS LASLEY 2036229240 2014-02-18 1 ELIZABETH SOLECKI P00235171 8605614000 2012 2015-11-30 17:44:51Z MARJORIE E CASTRO 45 GLENVILLE ROAD GREENWICH CT 06831 18670682 0 X WWW.EAGLEHILLSCHOOL.ORG X 1975 CT TO PROVIDE DAY AND RESIDENTIAL SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN. 25 25 148 100 0 0 1005402 1084842 15292568 16000283 288406 549460 1021396 839569 17607772 18474154 1664150 1846150 0 0 11804128 12051944 0 0 489681 3541641 3677991 17009919 17576085 597853 898069 34633202 36346742 17407080 17011068 17226122 19335674 X TO PROVIDE DAY AND RESIDENTIAL SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN. 0 0 14718040 1824750 15713710 EAGLE HILL SCHOOL HELPS CHILDREN WITH LANGUAGE-BASED LEARNING DISABILITIES ACQUIRE THE ACADEMIC AND SOCIAL SKILLS NECESSARY FOR TRANSITION TO A TRADITIONAL LEARNING ENVIRONMENT. CO-EDUCATIONAL, APPROXIMATELY 252 STUDENTS, AGES 6-16, COME TO US FROM THE SURROUNDING COUNTIES OF FAIRFIELD AND WESTCHESTER, NEARBY CITIES SUCH AS NEW YORK AND BOSTON, AND FROM COUNTRIES AROUND THE WORLD. THEY ENJOY AN EDUCATIONAL EXPERIENCE THAT IS SKILLS RATHER THAN GRADE-DRIVEN. A STUDENT-TO-TEACHER RATIO RANGING FROM 1:1 TO 12:1, AVERAGING 4:1, ENSURES THAT EACH CHILD RECEIVES AN INTENSIVE AND EXTRAORDINARILY CUSTOMIZED EDUCATION. OUR REMARKABLE ADMINISTRATIVE LEVEL ADVISORS, A HALLMARK OF THE EAGLE HILL PROGRAM, CONSISTENTLY MONITOR THE ACADEMIC AND SOCIAL PROGRESS OF EACH STUDENT IN THEIR CARE, AND ARE THE PRIMARY LINK BETWEEN THE SCHOOL AND PARENTS. STUDENTS AT EAGLE HILL ENJOY A COMPREHENSIVE EDUCATION THAT ENCOMPASSES ACADEMIC STUDIES AS WELL AS ATHLETICS AND ACTIVITIES (E.G., CHOIR, GARDENING, GYMNASTICS, COMMUNITY SERVICE). DUE TO A NO-CUT POLICY FOR SPORTS, MORE THAN THREE-QUARTERS OF OUR STUDENTS PARTICIPATE ON VARSITY AND INTRAMURAL TEAMS. IN JUNE 2013, 68 STUDENTS RANGING IN AGE FROM 8-16 MADE A SUCCESSFUL TRANSITION FROM EAGLE HILL TO THEIR NEXT SCHOOL. ABOUT HALF WILL ENTER INDEPENDENT OR BOARDING SCHOOLS, WHILE THE OTHER HALF WILL ATTEND PUBLIC OR PAROCHIAL SCHOOLS. 279337 21400 438650 DURING THE SUMMER, THE SCHOOL OFFERS A REMEDIAL PROGRAM FOR CHILDREN AGES 6-11, A SUMMER AFTERNOON PROGRAM, AND TWO-WEEK ACADEMIC WORKSHOPS FOR STUDENTS ENTERING GRADES 6-9. APPROXIMATELY 130 STUDENTS ARE ENROLLED. 14997377 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 148 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X EAGLE HILL SCHOOL 2036229240 45 GLENVILLE ROAD GREENWICH CT 06831 JEREMY HENDERSON 1.00 X X 0 0 0 MARY PEDERSEN 1.00 X X 0 0 0 JOSEPH ZIMMEL 1.00 X X 0 0 0 AUDREY NATHANSON 1.00 X X 0 0 0 FRED POSES 1.00 X X 0 0 0 KIM AUGUSTINE 1.00 X 0 0 0 LAUREL ASNESS 1.00 X 0 0 0 BELINDA BADCOCK 1.00 X 0 0 0 CHRIS CLARKE 1.00 X 0 0 0 BEN DUELL 1.00 X 0 0 0 ALLEN HAIGHT 1.00 X 0 0 0 CAROLINE HIRSCHFIELD 1.00 X 0 0 0 PATSY HOWARD 1.00 X 0 0 0 KATHERINE J KIDDER 1.00 X 0 0 0 AUDREY MACDONALD 1.00 X 0 0 0 PHILIP MACTAGGART 1.00 X 0 0 0 DERREL MASON ESQ 1.00 X 0 0 0 LISA MILLER 1.00 X 0 0 0 SARA PELGRIFT 1.00 X 0 0 0 JOHN PENDERGAST 1.00 X 0 0 0 MARK PLAUMANN 1.00 X 0 0 0 STEWART REID 1.00 X 0 0 0 DREW SAUNDERS 1.00 X 0 0 0 RAM SUNDARAM 1.00 X 0 0 0 BARBARA WALSH 1.00 X 0 0 0 GUY DECHAZAL 1.00 X X 0 0 0 MARJORIE E CASTRO EDD 40.00 X 354715 0 77736 THOMAS LASLEY 40.00 X 127033 0 21427 ROBERT BREAKELL 40.00 X 168318 0 32722 THOMAS CONE 40.00 X 217518 0 37007 WENDY SALISBURY 40.00 X 184917 0 34176 REGINA BURKE 40.00 X 147483 0 24330 ABIGAIL HANRAHAN 40.00 X 138437 0 16177 DAVID KATES 40.00 X 137551 0 29327 DAVID SYLVESTRO 40.00 X 131333 0 28843 BROOK URBAN 40.00 X 129933 0 6454 1737238 0 308199 20 0 1 0 CHARTWELLS DINING SERVICES 275 MOUNT CARMEL AVENUE HAMDEN CT 06518 DINING SERVICES 548035 LONG RIDGE CLEANERS 105 OLD LONG RIDGE ROAD STAMFORD CT 06903 CLEANING SERVICES 166158 2 1084842 64884 1084842 TUITION AND FEES 611600 15561633 15561633 SUMMER SCHOOL PROGRAM 611600 438650 438650 16000283 530563 530563 8397 8397 10500 0 10500 10500 10500 884020 196528 687492 687492 MISCELLANEOUS RECEIPTS 611600 152077 152077 152077 18474154 16152360 0 1236952 1846150 1846150 1277561 1277561 7880343 6526763 1006767 346813 2185577 1870434 275139 40004 708463 603563 80061 24839 47488 47488 56585 56585 213746 213746 243533 228921 12177 2435 187041 187041 784608 706147 78461 134142 126094 6707 1341 OPERATIONS AND SUPPLIES 736655 692456 36833 7366 CAFETERIA AND FOOD SERV 448923 448923 RENTAL AND SEWER TAXES 270795 254547 13540 2708 UTILITIES 239575 225200 11979 2396 314900 190618 62503 61779 17576085 14997377 2089027 489681 4748754 4298876 440641 85000 137346 153158 426 2067 23205495 8242959 15328189 14962536 11360919 15569534 2434555 1101488 182372 174083 34633202 36346742 1428513 1288296 5880232 6397816 5275000 5140000 4823335 4184956 17407080 17011068 X 10511308 11963174 50000 472829 6664814 6899671 17226122 19335674 34633202 36346742 X 898069 573104 638379 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14535131 674488 1110599 -550000 50117 16820101 14344120 828309 -56938 550000 30360 14535131 11197716 1881268 1908922 600000 43786 14344120 10711174 731387 872653 1088655 28843 11197716 14702330 1140716 -2548721 66000 2504000 13151 10711174 0.56670 0.40520 0.02810 0 0 2248602 2248602 17855342 6692632 11162710 842556 235566 606990 355215 237150 118065 1903780 1077611 826169 14962536 INTEREST RATE SWAP LIABILITY 397722 UNFUNDED PENSION LIABILITY 3787234 4184956 17780362 573104 -1266896 -693792 18474154 0 18474154 15670810 0 15670810 1905275 1905275 17576085 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USES OF THE SCHOOL'S ENDOWMENT FUND ARE SCHOLARSHIPS, PROFESSIONAL DEVELOPMENT FOR THE FACULTY AND ENHANCING THE PROGRAM OF THE SCHOOL. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS/TUITION REMISSION -1,905,275. CHANGE IN PENSION LIABILITY 502,851. CHANGE IN INTEREST RATE SWAP 135,528. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS/TUITION REMISSION 1,905,275. 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 THE SCHOOL, WHICH IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN IN ADMINISTRATION OF THEIR EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. 2013 BENEFIT 884020 884020 196528 884020 884020 196528 196528 687492 0 REGULAR SCHOLARSHIPS 48 1824750 FMV REDUCTION IN TUITION. SUMMER SCHOOL SCHOLARSHIPS 9 21400 THE PERSON APPLYING FOR AID AT THE SCHOOL SENDS A PARENT FINANCIAL STATEMENT (PFS) TO SSS IN MASSACHUSETTS. SSS SENDS TO THE SCHOOL THEIR RECOMMENDATION FOR AID. THE RECOMMENDATION ALONG WITH THE PARENTS' TAX RETURN IS GIVEN TO THE FINANCIAL AID COMMITTEE FOR REVIEW. THE DATA IS REVIEWED AND DECISIONS ARE MADE BASED ON NEED AND PRIORITY IS GIVEN TO RETURNING STUDENTS. X 1 1 X X 0 0 0 0 0 0 0 0 0 MARJORIE E CASTRO EDD 354715 0 0 0 0 0 17736 0 60000 0 432451 0 0 0 ROBERT BREAKELL 168318 0 0 0 0 0 18515 0 14207 0 201040 0 0 0 THOMAS CONE 217518 0 0 0 0 0 22800 0 14207 0 254525 0 0 0 WENDY SALISBURY 184917 0 0 0 0 0 18625 0 15551 0 219093 0 0 0 REGINA BURKE 147483 0 0 0 0 0 10123 0 14207 0 171813 0 0 0 ABIGAIL HANRAHAN 138437 0 0 0 0 0 11177 0 5000 0 154614 0 0 0 DAVID KATES 137551 0 0 0 0 0 15121 0 14206 0 166878 0 0 0 DAVID SYLVESTRO 131333 0 0 0 0 0 14636 0 14207 0 160176 0 0 0 A CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774L2BO 2005-05-11 5990000 CONSTRUCTION 0 0 0 A 5990000 938300 119800 35000 4986900 2005 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 1 0 0 0 1 A 1 X 10 64884 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY THE SCHOOL'S ACCOUNTING FIRM, AND IS THEN REVIEWED BY THE BUSINESS MANAGER. THE FORM 990, EXLUDING SCHEDULE B, IS THEN REVIEWED BY THE TREASURER OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL, ON AN ANNUAL BASIS DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO THE BOARD OF TRUSTEES. EACH BOARD MEMBER MUST THEN COMPLETE A CONFLICT OF INTEREST STATEMENT AND RETURN IT TO THE SCHOOL'S BUSINESS OFFICE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE HEAD OF THE SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES. THE BOARD USES COMPARABILITY DATA AND EVALUATION AS ONE OF THE MEASURES IN ARRIVING AT THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 EAGLE HILL DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 502,851. CHANGE IN INTEREST RATE SWAP LIABILITY 135,528.