2012-05-11T13:47:44-05:00 2011-06-30 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2010-07-01 061072231 EAGLE HILL FOUNDATION INC EAGL 2036229240 45 GLENVILLE ROAD GREENWICH CT 06831 MARJORIE E CASTRO 2036229240 2012-05-09 1 ELIZABETH SOLECKI 8605614000 2010 2016-02-24 21:20:13Z MARJORIE E CASTRO 45 GLENVILLE ROAD GREENWICH CT 06831 16952259 0 X WWW.EAGLEHILLSCHOOL.ORG X 1975 CT TO PROVIDE SPECIAL EDUCATIONAL SERVICE FOR CHILDREN WHO REQUIRE GREATER ATTENTION. 22 22 154 100 0 0 1221854 1237015 14254455 14480878 222965 219718 745600 798095 16444874 16735706 1545725 1474500 0 0 11501018 11874128 0 0 467497 3798487 3456900 16845230 16805528 -400356 -69822 31933333 34199426 14632927 15534913 17300406 18664513 X TO PROVIDE SPECIAL EDUCATIONAL SERVICES FOR CHILDREN WHO REQUIRE GREATER ATTENTION. 0 1 14127890 1474500 14310050 DAY AND RESIDENTIAL SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN BETWEEN THE AGES OF 6 THROUGH 16, APPROXIMATELY 220 DAY AND 30 RESIDENTIAL STUDENTS. 213859 275367 SUMMER SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN BETWEEN THE AGES OF 6 THROUGH 16, APPROXIMATELY 111 STUDENTS ENROLLED. 42418 16050 DIAGNOSTIC CLINIC FOR TESTING, EVALUATION AND DIAGNOSIS OF LEARNING DISABILITIES 14384167 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 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 0 1 36 0 1 154 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 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 JODY BELLOWS 1.00 X X 0 0 0 GUY DE CHAZAL 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 MARY PEDERSEN 1.00 X X 0 0 0 CAROLINE HIRSCHFELD 1.00 X 0 0 0 HELEN MACCARINO 1.00 X 0 0 0 AUDREY MACDONALD 1.00 X 0 0 0 PHILIP MACTAGGART 1.00 X 0 0 0 BETTY OSMAN PHD 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 ROSEMARY RICHARDS 1.00 X 0 0 0 DREW SAUNDERS 1.00 X 0 0 0 BARBARA WALSH 1.00 X 0 0 0 JOE ZIMMEL 1.00 X 0 0 0 KIMBERLY AUGUSTINE 1.00 X 0 0 0 DIANA DOWLING 1.00 X 0 0 0 ALLEN HAIGHT 1.00 X 0 0 0 MARJORIE E CASTRO EDD 40.00 X 331252 0 70267 MARK GRIFFIN 40.00 X 104579 0 16999 THOMAS LASLEY 40.00 X 53269 0 7531 CHERYL BECKER 40.00 X 46058 0 6485 ROBERT BREAKELL 40.00 X 157313 0 32752 THOMAS CONE 40.00 X 197452 0 34695 RAYMA GRIFFIN 40.00 X 21340 0 7843 WENDY SALISBURY 40.00 X 157210 0 29429 GERRY MONAHAN 40.00 X 129311 0 19383 JOHN PORTER 40.00 X 129598 0 25785 SHARON PEARLMAN 40.00 X 129698 0 25741 REGINA BURKE 40.00 X 136708 0 22434 DAVID KATES 40.00 X 143884 0 27109 1716332 0 318610 20 0 1 0 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 2 1237015 183256 1237015 TUITION AND FEES 611600 14189461 14189461 SUMMER SCHOOL PROGRAM 611600 275367 275367 DIAGNOSTIC CLINIC 611600 16050 16050 14480878 219718 219718 894059 216553 677506 677506 MISCELLANEOUS RECEIPTS 611600 120589 120589 120589 16735706 14601467 0 897224 1474500 1474500 1241180 1241180 7789786 6468141 1001901 319744 2146307 1849882 263639 32786 696855 592714 79090 25051 47402 47402 38250 38250 115723 115723 106311 31893 74418 276318 259739 13816 2763 102255 96119 5113 1023 175588 175588 753650 678285 75365 142641 134083 7132 1426 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 61062 13539 47523 16805528 14384167 1953864 467497 2651668 4170797 1470587 790861 372103 72185 9823 0 23234800 7401610 16251113 15833190 8692585 10681487 2286502 2460244 198952 190662 31933333 34199426 1107304 1034612 5121197 5964139 5530000 5405000 2874426 3131162 14632927 15534913 X 11124815 12158564 137900 137260 6037691 6368689 17300406 18664513 31933333 34199426 X -69822 1433929 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11197716 1881268 1908922 -600000 -43786 14344120 10711174 731387 872653 -1088655 -28843 11197716 14702330 1140716 -2548721 66000 2504000 13151 10711174 0.60790 0.39210 0 0 2248602 2248602 17700693 5780714 11919979 713921 157252 556669 465032 300036 164996 2106552 1163608 942944 15833190 ALTERNATIVE INVESTMENTS 2460244 F 2460244 INTEREST RATE SWAP LIABILITY 338056 UNFUNDED PENSION LIABILITY 2793106 3131162 16735706 16805528 -69822 1690665 -945435 688699 1433929 1364107 17530970 1690665 -895401 795264 16735706 0 16735706 15221428 0 15221428 1584100 1584100 16805528 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. 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1214299 0 0 0 0 0 0 1214299 0 1214299 0 0 0 0 0 0 2011 BENEFIT 894059 894059 216553 894059 894059 216553 216553 677506 0 SCHOLARSHIPS 48 1474500 FMV REDUCTION IN TUITION. OTHER INFORMATION: PART IV: 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 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 CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774L2BO 2005-05-11 5990000 CONSTRUCTION 0 0 0 5990000 938300 119800 35000 4896900 2005 0 0 1 1 0 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 0 0 0 0 X 11 140711 FMV 0 0 0 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.