2012-12-18T11:46:47-06:00 2012-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2011-07-01 061072231 EAGLE HILL FOUNDATION INC EAGL 2036229240 45 GLENVILLE ROAD GREENWICH CT 06831 MARJORIE E CASTRO 2036229240 2012-12-08 1 ELIZABETH SOLECKI P00235171 8605614000 2011 2016-02-24 21:20:13Z MARJORIE E CASTRO 45 GLENVILLE ROAD GREENWICH CT 06831 17810962 0 X WWW.EAGLEHILLSCHOOL.ORG X 1975 CT TO PROVIDE DAY AND RESIDENTIAL SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN. 25 25 155 100 0 0 1237015 1005402 14480878 15292568 219718 288406 798095 1021396 16735706 17607772 1474500 1664150 0 0 11874128 11804128 0 0 454497 3456900 3541641 16805528 17009919 -69822 597853 34199426 34633202 15534913 17407080 18664513 17226122 TO PROVIDE DAY AND RESIDENTIAL SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN. 0 0 14335027 1649650 14913322 DAY AND RESIDENTIAL SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN BETWEEN THE AGES OF 6 THROUGH 16, APPROXIMATELY 226 DAY AND 27 RESIDENTIAL STUDENTS. 238881 14500 379246 SUMMER SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN BETWEEN THE AGES OF 6 THROUGH 16, APPROXIMATELY 119 STUDENTS ENROLLED. 14573908 1 1 0 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 34 0 1 155 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 GUY DECHAZAL 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 JOE ZIMMEL 1.00 X 0 0 0 MARJORIE E CASTRO EDD 40.00 X 349216 0 77094 THOMAS LASLEY 40.00 X 115200 0 19269 ROBERT BREAKELL 40.00 X 170711 0 31160 THOMAS CONE 40.00 X 215245 0 35537 WENDY SALISBURY 40.00 X 171337 0 31628 REGINA BURKE 40.00 X 139130 0 22981 DAVID KATES 40.00 X 133628 0 32816 GERALDINE MONAHAN 40.00 X 130605 0 19987 ABIGAIL HANRAHAN 40.00 X 130304 0 15853 SHARON PEARLMAN 40.00 X 129268 0 31319 1684644 0 317644 22 0 1 0 CHARTWELLS DINING SERVICES 275 MOUNT CARMEL AVENEUE HAMDEN CT 06518 DINING SERVICES 491073 LONG RIDGE CLEANERS 105 OLD LONG RIDGE ROAD STAMFORD CT 06903 CLEANING SERVICES 160764 2 1005402 83485 1005402 TUITION AND FEES 611600 14913322 14913322 SUMMER SCHOOL PROGRAM 611600 379246 379246 15292568 288406 288406 1053825 203190 850635 850635 MISCELLANEOUS RECEIPTS 611600 170761 170761 170761 17607772 15463329 0 1139041 1664150 1664150 1229283 1229283 7888916 6560910 1009486 318520 1986273 1697592 258647 30034 699656 596743 79930 22983 35721 35721 42026 42026 126518 126518 162780 153013 8139 1628 190966 190966 786306 707675 78631 146785 137978 7339 1468 OPERATIONS AND SUPPLIES 769700 723518 38485 7697 CAFETERIA AND FOOD SERV 474911 474911 RENTAL AND SEWER TAXES 252576 237421 12629 2526 UTILITIES 213792 200964 10690 2138 339560 189750 82307 67503 17009919 14573908 1981514 454497 4170797 4748754 790861 440641 72185 137346 426 23128524 7800335 15833190 15328189 10681487 11360919 2460244 2434555 190662 182372 34199426 34633202 1034612 1428513 5964139 5880232 5405000 5275000 3131162 4823335 15534913 17407080 X 12158564 10511308 137260 50000 6368689 6664814 18664513 17226122 34199426 34633202 X 597853 -2036244 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 0.56830 0.43170 0 0 2248602 2248602 17722026 6205945 11516081 797915 195048 602867 380672 248120 132552 1979309 1151222 828087 15328189 ALTERNATIVE INVESTMENTS 2434555 F 2434555 INTEREST RATE SWAP LIABILITY 533250 UNFUNDED PENSION LIABILITY 4290085 4823335 17607772 17009919 597853 -344071 -1692173 -2036244 -1438391 13907378 -344071 -3356323 -3700394 17607772 0 17607772 15345769 0 15345769 1664150 1664150 17009919 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 -1,496,979. CHANGE IN INTEREST RATE SWAP LIABILITY -195,194. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,692,173. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS/TUITION REMISSION -1,664,150. CHANGE IN PENSION LIABILITY -1,496,979. CHANGE IN INTEREST RATE SWAP -195,194. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS/TUITION REMISSION 1,664,150. 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 1241224 0 0 0 0 0 0 1241224 0 1241224 0 0 0 1 0 0 2012 BENEFIT 1053825 1053825 203190 1053825 1053825 203190 203190 850635 0 SCHOLARSHIPS 47 1664150 FMV REDUCTION IN TUITION. THE PERSON APPLYING FOR AID AT THE SCHOOL SENDS A PARENT FINANCIAL STATEMENT (PFS) TO SSS IN MASSACHUESETTS. SSS SENDS TO THE SCHOOL THEIR RECOMMENDATION FOR AID. THE RECOMMENDATION ALONG WITH THE PARENTS' TAX RETURN IS GIVEN TO THE FINANCE 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 349216 0 0 0 0 0 17094 0 60000 0 426310 0 0 0 ROBERT BREAKELL 170711 0 0 0 0 0 17976 0 13184 0 201871 0 0 0 THOMAS CONE 215245 0 0 0 0 0 22353 0 13184 0 250782 0 0 0 WENDY SALISBURY 171337 0 0 0 0 0 17997 0 13631 0 202965 0 0 0 REGINA BURKE 139130 0 0 0 0 0 9797 0 13184 0 162111 0 0 0 DAVID KATES 133628 0 0 0 0 0 14632 0 18184 0 166444 0 0 0 GERALDINE MONAHAN 130605 0 0 0 0 0 14399 0 5588 0 150592 0 0 0 SHARON PEARLMAN 129268 0 0 0 0 0 10635 0 20684 0 160587 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 0.00000 0.00000 0.00000 0 0 1 0 0 0 0 SCHEDULE K, PART V: THE ORGANIZATION IS CURRENTLY IN THE PROCESS OF ESTABLISHING WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATIONS. IT IS EXPECTED THAT THESE WRITTEN PROCEDURES WILL BE FINALIZED BY 3/31/13. X 9 83485 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -344,071. CHANGE IN PENSION LIABILITY -1,496,979. CHANGE IN INTEREST RATE SWAP LIABILITY -195,194. TOTAL TO FORM 990, PART XI, LINE 5: -2,036,244.