EAGLE HILL FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EAGLE HILL FOUNDATION INC (EIN 06-1072231)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201231329349302398
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T13:47:44-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061272000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061072231 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE HILL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAGL | NameControl |
| Phone | 2036229240 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 GLENVILLE ROAD | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARJORIE E CASTRO | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 2036229240 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH SOLECKI | Name |
| Phone | 8605614000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARJORIE E CASTRO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 GLENVILLE ROAD | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16952259 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EAGLEHILLSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SPECIAL EDUCATIONAL SERVICE FOR CHILDREN WHO REQUIRE GREATER ATTENTION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 154 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1221854 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1237015 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14254455 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14480878 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 222965 | InvestmentIncomePriorYear |
| Investment Income Current Year | 219718 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 745600 | OtherRevenuePriorYear |
| Other Revenue Current Year | 798095 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16444874 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16735706 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1545725 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1474500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11501018 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11874128 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 467497 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3798487 | OtherExpensePriorYear |
| Other Expenses Current Year | 3456900 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16845230 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16805528 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -400356 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -69822 | RevenuesLessExpensesCY |
| Total Assets BOY | 31933333 | TotalAssetsBOY |
| Total Assets EOY | 34199426 | TotalAssetsEOY |
| Total Liabilities BOY | 14632927 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15534913 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17300406 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18664513 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE SPECIAL EDUCATIONAL SERVICES FOR CHILDREN WHO REQUIRE GREATER ATTENTION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 14127890 | Expense |
| Grants | 1474500 | Grants |
| Revenue | 14310050 | Revenue |
| Description | DAY AND RESIDENTIAL SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN BETWEEN THE AGES OF 6 THROUGH 16, APPROXIMATELY 220 DAY AND 30 RESIDENTIAL STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 213859 | Expense |
| Revenue | 275367 | Revenue |
| Description | SUMMER SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN BETWEEN THE AGES OF 6 THROUGH 16, APPROXIMATELY 111 STUDENTS ENROLLED. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42418 | Expense |
| Revenue | 16050 | Revenue |
| Description | DIAGNOSTIC CLINIC FOR TESTING, EVALUATION AND DIAGNOSIS OF LEARNING DISABILITIES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 14384167 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 154 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE HILL SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2036229240 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 GLENVILLE ROAD | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06831 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JEREMY HENDERSON | ||||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| JODY BELLOWS | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| GUY DE CHAZAL | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| AUDREY NATHANSON | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| FRED POSES | ||||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | X | X | 0 | 0 | 0 | ||
| MARY PEDERSEN | ||||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | X | X | 0 | 0 | 0 | ||
| CAROLINE HIRSCHFELD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HELEN MACCARINO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| AUDREY MACDONALD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PHILIP MACTAGGART | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BETTY OSMAN PHD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SARA PELGRIFT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN PENDERGAST | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK PLAUMANN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEWART REID | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROSEMARY RICHARDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DREW SAUNDERS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA WALSH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOE ZIMMEL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KIMBERLY AUGUSTINE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DIANA DOWLING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALLEN HAIGHT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARJORIE E CASTRO EDD | ||||||||
| HEAD OF SCHOOL | 40.00 | X | 331252 | 0 | 70267 | |||
| MARK GRIFFIN | ||||||||
| HEAD OF SCHOOL | 40.00 | X | 104579 | 0 | 16999 | |||
| THOMAS LASLEY | ||||||||
| BUSINESS MANAGER | 40.00 | X | 53269 | 0 | 7531 | |||
| CHERYL BECKER | ||||||||
| BUSINESS MANAGER | 40.00 | X | 46058 | 0 | 6485 | |||
| ROBERT BREAKELL | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | 157313 | 0 | 32752 | X | |||
| THOMAS CONE | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | 197452 | 0 | 34695 | X | |||
| RAYMA GRIFFIN | ||||||||
| DIRECTOR OF ADMISSIONS | 40.00 | 21340 | 0 | 7843 | X | |||
| WENDY SALISBURY | ||||||||
| DIRECTOR OF EDUCATION | 40.00 | 157210 | 0 | 29429 | X | |||
| GERRY MONAHAN | ||||||||
| LOWER SCHOOL ADVISOR | 40.00 | 129311 | 0 | 19383 | X | |||
| JOHN PORTER | ||||||||
| TECH MEDIA COORDINATOR | 40.00 | 129598 | 0 | 25785 | X | |||
| SHARON PEARLMAN | ||||||||
| TEACHER | 40.00 | 129698 | 0 | 25741 | X | |||
| REGINA BURKE | ||||||||
| TEACHER | 40.00 | 136708 | 0 | 22434 | X | |||
| DAVID KATES | ||||||||
| ACTIVITIES DIRECTOR | 40.00 | 143884 | 0 | 27109 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1716332 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 318610 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHARTWELLS DINING SERVICES | |||||
| 275 MOUNT CARMEL AVENUE | HAMDEN | CT | 06518 | DINING SERVICES | 475095 |
| LONG RIDGE CLEANERS | |||||
| 105 OLD LONG RIDGE ROAD | STAMFORD | CT | 06903 | CLEANING SERVICES | 160004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 1237015 | AllOtherContributions |
| Noncash Contributions | 183256 | NoncashContributions |
| Total Contributions | 1237015 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 14189461 | 14189461 |
| SUMMER SCHOOL PROGRAM | 611600 | 275367 | 275367 |
| DIAGNOSTIC CLINIC | 611600 | 16050 | 16050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14480878 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 219718 | TotalRevenueColumn |
| Exclusion | $219,718 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 894059 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 216553 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 677506 | TotalRevenueColumn |
| Exclusion | $677,506 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS RECEIPTS | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 120589 | TotalRevenueColumn |
| Related Or Exempt Function Income | 120589 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 120589 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16735706 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14601467 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $897,224 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1474500 | Total |
| Program Services | 1474500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1241180 | Total |
| Program Services | 1241180 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7789786 | Total |
| Program Services | 6468141 | ProgramServices |
| Management And General | 1001901 | ManagementAndGeneral |
| Fundraising | 319744 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2146307 | Total |
| Program Services | 1849882 | ProgramServices |
| Management And General | 263639 | ManagementAndGeneral |
| Fundraising | 32786 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696855 | Total |
| Program Services | 592714 | ProgramServices |
| Management And General | 79090 | ManagementAndGeneral |
| Fundraising | 25051 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47402 | Total |
| Management And General | 47402 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38250 | Total |
| Management And General | 38250 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115723 | Total |
| Management And General | 115723 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106311 | Total |
| Management And General | 31893 | ManagementAndGeneral |
| Fundraising | 74418 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276318 | Total |
| Program Services | 259739 | ProgramServices |
| Management And General | 13816 | ManagementAndGeneral |
| Fundraising | 2763 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102255 | Total |
| Program Services | 96119 | ProgramServices |
| Management And General | 5113 | ManagementAndGeneral |
| Fundraising | 1023 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175588 | Total |
| Management And General | 175588 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 753650 | Total |
| Program Services | 678285 | ProgramServices |
| Management And General | 75365 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142641 | Total |
| Program Services | 134083 | ProgramServices |
| Management And General | 7132 | ManagementAndGeneral |
| Fundraising | 1426 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MAINTENANCE OPERATIONS | 538994 | 506654 | 26950 | 5390 |
| FOOD EXPENSE | 443469 | 443469 | ||
| UTILITIES | 266685 | 250684 | 13334 | 2667 |
| RENTAL AND SEWER TAXES | 222896 | 209522 | 11145 | 2229 |
| INSTRUCTIONAL MATERIALS | 165656 | 165656 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61062 | Total |
| Program Services | 13539 | ProgramServices |
| Management And General | 47523 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16805528 | Total |
| Program Services | 14384167 | ProgramServices |
| Management And General | 1953864 | ManagementAndGeneral |
| Fundraising | 467497 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2651668 | BOY |
| EOY | 4170797 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1470587 | BOY |
| EOY | 790861 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372103 | BOY |
| EOY | 72185 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9823 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23234800 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7401610 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16251113 | BOY |
| EOY | 15833190 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8692585 | BOY |
| EOY | 10681487 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2286502 | BOY |
| EOY | 2460244 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198952 | BOY |
| EOY | 190662 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31933333 | BOY |
| EOY | 34199426 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1107304 | BOY |
| EOY | 1034612 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5121197 | BOY |
| EOY | 5964139 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5530000 | BOY |
| EOY | 5405000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2874426 | BOY |
| EOY | 3131162 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14632927 | BOY |
| EOY | 15534913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11124815 | BOY |
| EOY | 12158564 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137900 | BOY |
| EOY | 137260 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6037691 | BOY |
| EOY | 6368689 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17300406 | BOY |
| EOY | 18664513 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31933333 | BOY |
| EOY | 34199426 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -69822 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1433929 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11197716 | BeginningOfYearBalance |
| Contributions | 1881268 | Contributions |
| Investment Earnings Or Losses | 1908922 | InvestmentEarningsOrLosses |
| Other Expenditures | -600000 | OtherExpenditures |
| Administrative Expenses | -43786 | AdministrativeExpenses |
| End Of Year Balance | 14344120 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10711174 | BeginningOfYearBalance |
| Contributions | 731387 | Contributions |
| Investment Earnings Or Losses | 872653 | InvestmentEarningsOrLosses |
| Other Expenditures | -1088655 | OtherExpenditures |
| Administrative Expenses | -28843 | AdministrativeExpenses |
| End Of Year Balance | 11197716 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14702330 | BeginningOfYearBalance |
| Contributions | 1140716 | Contributions |
| Investment Earnings Or Losses | -2548721 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 66000 | GrantsOrScholarships |
| Other Expenditures | 2504000 | OtherExpenditures |
| Administrative Expenses | 13151 | AdministrativeExpenses |
| End Of Year Balance | 10711174 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.60790 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.39210 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2248602 | OtherCostOrOtherBasis |
| Book Value | 2248602 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17700693 | OtherCostOrOtherBasis |
| Depreciation | 5780714 | Depreciation |
| Book Value | 11919979 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 713921 | OtherCostOrOtherBasis |
| Depreciation | 157252 | Depreciation |
| Book Value | 556669 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 465032 | OtherCostOrOtherBasis |
| Depreciation | 300036 | Depreciation |
| Book Value | 164996 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2106552 | OtherCostOrOtherBasis |
| Depreciation | 1163608 | Depreciation |
| Book Value | 942944 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15833190 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 2460244 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2460244 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP LIABILITY | $338,056 |
| UNFUNDED PENSION LIABILITY | $2,793,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3131162 | TotalOfAmounts |
| Total Revenue | 16735706 | TotalRevenue |
| Total Expenses | 16805528 | TotalExpenses |
| Excess Or Deficit For Year | -69822 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1690665 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -945435 | PriorPeriodAdjustments |
| Other | $688,699 | OtherAmount |
| Total Adjustments | 1433929 | TotalAdjustments |
| Excess Or Deficit Per FS | 1364107 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17530970 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1690665 | NetUnrealizedGainsInvestments |
| Other Revenues | -895401 | OtherRevenues |
| Revenue Not Rptd F990 | 795264 | RevenueNotRptdF990 |
| Revenue Subtotal | 16735706 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16735706 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15221428 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15221428 | ExpensesSubtotal |
| Other Expenses Not Included | 1584100 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1584100 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16805528 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 8 - OTHER ADJUSTMENTS: | CHANGE IN PENSION LIABILITY 668,363. CHANGE IN INTEREST RATE SWAP LIABILITY 20,336. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS/TUITION REMISSION -1,584,100. CHANGE IN PENSION LIABILITY 668,363. CHANGE IN INTEREST RATE SWAP 20,336. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS/TUITION REMISSION 1,584,100. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 1214299 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1214299 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1214299 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 2011 BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 894059 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 894059 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 216553 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 894059 | GrossReceiptsTotal |
| Gross Revenue Total Events | 894059 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 216553 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 216553 | DirectExpenseSummaryEvents |
| Net Income Summary | 677506 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 48 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1474500 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | REDUCTION IN TUITION. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARJORIE E CASTRO EDD | |||||||||||||
| 331252 | 0 | 0 | 0 | 0 | 0 | 16267 | 0 | 54000 | 0 | 401519 | 0 | 0 | 0 |
| ROBERT BREAKELL | |||||||||||||
| 157313 | 0 | 0 | 0 | 0 | 0 | 17256 | 0 | 15496 | 0 | 190065 | 0 | 0 | 0 |
| THOMAS CONE | |||||||||||||
| 197452 | 0 | 0 | 0 | 0 | 0 | 21699 | 0 | 12996 | 0 | 232147 | 0 | 0 | 0 |
| WENDY SALISBURY | |||||||||||||
| 157210 | 0 | 0 | 0 | 0 | 0 | 16771 | 0 | 12658 | 0 | 186639 | 0 | 0 | 0 |
| JOHN PORTER | |||||||||||||
| 129598 | 0 | 0 | 0 | 0 | 0 | 12789 | 0 | 12996 | 0 | 155383 | 0 | 0 | 0 |
| SHARON PEARLMAN | |||||||||||||
| 129698 | 0 | 0 | 0 | 0 | 0 | 10245 | 0 | 15496 | 0 | 155439 | 0 | 0 | 0 |
| REGINA BURKE | |||||||||||||
| 136708 | 0 | 0 | 0 | 0 | 0 | 9438 | 0 | 12996 | 0 | 159142 | 0 | 0 | 0 |
| DAVID KATES | |||||||||||||
| 143884 | 0 | 0 | 0 | 0 | 0 | 14113 | 0 | 12996 | 0 | 170993 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 060806186 | IssuerEIN |
| CUSIP Number | 20774L2BO | CUSIPNumber |
| Date Issued | 2005-05-11 | DateIssued |
| Issue Price | 5990000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 5990000 | TotalProceeds |
| Refunding Escrow | 938300 | RefundingEscrow |
| Issuance Costs From Proceeds | 119800 | IssuanceCostsFromProceeds |
| Credit Enhancement | 35000 | CreditEnhancement |
| Capital Expenditures | 4896900 | CapitalExpenditures |
| Year Of Subst Completion | 2005 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 140711 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | THE SCHOOL'S DIAGNOSTIC CLINIC WAS CLOSED 6/30/2010. |
| 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, EXCLUDING SCHEDULE B, IS THEN REVIEWED BY THE TREASURER OF THE BOARD OF TRUSTEES BEFORE FILING WITH THE IRS. | |
| 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 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,690,665. PRIOR PERIOD ADJUSTMENTS: -945,435. CHANGE IN PENSION LIABILITY 668,363. CHANGE IN INTEREST RATE SWAP LIABILITY 20,336. TOTAL TO FORM 990, PART XI, LINE 5: 1,433,929. |