2018-05-08T06:58:05-05:00 2017-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2016-07-01 060669111 THE CONNECTICUT INSTITUTE FOR THE BLIND INC CONN 8602422274 120 HOLCOMB STREET HARTFORD CT 061121529 BARRY M SIMON PRESIDENT AND CEO 8602422274 2018-05-01 1 CHRISTINE DIMENNA P01355375 8605614000 2018-05-01 2016 2022-09-23 18:48:47Z OAK HILL BARRY M SIMON 120 HOLCOMB STREET HARTFORD CT 061121529 90910193 0 X WWW.OAKHILLCT.ORG X 1893 CT OAK HILL SETS THE STANDARD, PARTNERING WITH PEOPLE WITH DISABILITIES, TO PROVIDE SERVICES AND SOLUTIONS PROMOTING INDEPENDENCE, EDUCATION, HEALTH AND DIGNITY. OAK HILL EMPLOYS 1300+ STAFF LOCATED IN 98 SITES INCLUDING 1) COMMUNITY BASED RESIDENTIAL, EDUCATION, DAY AND CAMP PROGRAMS FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES; 2) HOUSING, EDUCATION AND EMPLOYMENT FOR BLIND ADULTS SERVING OVER 690 CHILDREN AND ADULTS LOCATED IN 59 TOWNS IN CONNECTICUT. THE NEW ENGLAND ASSISTIVE TECHNOLOGY (NEAT) CENTER BRINGS PEOPLE WITH DISABILITIES TOGETHER WITH EQUIPMENT THAT ENHANCES THEIR INDEPENDENCE AND PROVIDES THE LATEST INNOVATIONS TO EDUCATORS. OAK HILL SOLICITS, RAISES, RECEIVES AND ACCEPTS PUBLIC AND PRIVATE GIFTS, TRANSFERS, ASSIGNMENTS, CONVEYANCES, BEQUESTS, DEVISES, DEEDS AND GRANTS OF REAL AND PERSONAL, TANGIBLE AND INTANGIBLE, PROPERTY, ASSETS AND FUNDS, OR ANY INTEREST THEREIN, FOR USE IN FURTHERANCE OF THE PURPOSES AND MISSSION. FOR GILEAD AFFILIATION, SEE SCH O. 19 19 1372 19 0 0 5857535 5310394 78480410 81105983 -47821 -34054 -122290 3862128 84167834 90244451 1879450 886531 0 0 68168451 70934875 0 0 670288 17329797 17462430 87377698 89283836 -3209864 960615 82719815 83523590 20819284 20765619 61900531 62757971 X OAK HILL'S VISION IS THAT PEOPLE WITH DISABILITIES WILL BE ABLE TO ACHIEVE THEIR FULL POTENTIAL, ENGAGE IN THEIR COMMUNITY AND IN MEANINGFUL RELATIONSHIPS, AND SATISFY AND FULFILL THEIR PHYSICAL, INTELLECTUAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS. 0 0 55664416 886531 56692651 RESIDENTIAL GROUP HOME PROGRAM: 76 GROUP HOMES IN CONNECTICUT PROVIDING LIVING OPTIONS IN THE LEAST RESTRICTIVE ENVIRONMENT FOR APPROXIMATELY 385 ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 6684079 7289696 DAY PROGRAMS: PROVIDING DAY SERVICES INCLUDING SUPPORTED EMPLOYMENT AND VOLUNTEER OPPORTUNITIES FOR APPROXIMATELY 199 ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 10890692 13992181 OAK HILL SCHOOL: PROVIDING EDUCATIONAL AND RESIDENTIAL SERVICES TO APPROXIMATELY 133 CHILDREN WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 6313060 3131455 ALL OTHER PROGRAM SERVICES INCLUDING NEAT (NEW ENGLAND ASSISTIVE TECHNOLOGY), BIRTH TO THREE, CENTER FOR RELATIONSHIPS AND SEXUALITY, CAMP HARKNESS AND BLIND SUPPORT SERVICES 6313060 3131455 79552247 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 151 0 1 1372 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X X JAMES T JONES 8602422274 120 HOLCOMB STREET HARTFORD CT 061121589 MARY ANN HANLEY CHAIRPERSON/DIRECTOR 0.50 X X 0 0 0 DAVID HADDEN VICE CHAIRPERSON/DIRECTOR 0.50 X X 0 0 0 CHRISTOPHER HANLON DIRECTOR 0.50 X 0 0 0 SPENCER CAIN ASSISTANT SECRETARY 0.50 X X 0 0 0 ARCHIE ELAM DIRECTOR 0.50 X 0 0 0 CHRISTINE REPASY DIRECTOR 0.50 X 0 0 0 EVA BUNNELL DIRECTOR 0.50 X 0 0 0 FRANCIS LUDWIG DIRECTOR 0.50 X 0 0 0 GARY WALLACE DIRECTOR 0.50 X 0 0 0 GREG HYLAND DIRECTOR 0.50 X 0 0 0 HENRY ZACHS DIRECTOR 0.50 X 0 0 0 JAMES LINK DIRECTOR 0.50 X 0 0 0 JAMES MANAFORT DIRECTOR 0.50 X 0 0 0 KATHRYN DAMATO DIRECTOR 0.50 X 0 0 0 MICHAEL HANNAH DIRECTOR 0.50 X 0 0 0 RALPH WENTWORTH DIRECTOR 0.50 X 0 0 0 RICHARD BROWN DIRECTOR 0.50 X 0 0 0 ROBERT ELLIS DIRECTOR 0.50 X 0 0 0 WILEY MULLINS DIRECTOR 0.50 X 0 0 0 BARRY M SIMON PRESIDENT & CEO 40.00 1.00 X 219899 0 41064 JAMES T JONES TREASURER & CFO 40.00 1.00 X 147031 0 26868 DANIEL OSBORNE GILEAD CEO 1.00 40.00 X 0 153410 0 ANA WITTIG VICE PRESIDENT 40.00 X 138704 0 9083 BRUCE STOVALL VICE PRESIDENT 40.00 1.00 X 140152 0 29571 EDWARD HAMMETT DIRECTOR, HUMAN RESOURCES 40.00 X 132585 0 7136 GAYLE WINTJEN GENERAL COUNSEL & SECRETAR 40.00 1.00 X 137625 0 31337 KJELL TOLLEFSEN VICE PRESIDENT 40.00 X 125406 0 20324 1041402 153410 165383 10 0 1 0 CT CENTER FOR ADVANCED TECH INC 222 PITKIN ST EAST HARTFORD CT 06108 IT CONSULTANT 570318 NURSE SPAN 16 YALE STREET WEST HARTFORD CT 06110 TEMPORARY HELP 174731 HUMAN RESOURCE CONSORTIUM 234 CHURCH ST NEW HAVEN CT 06510 HR CONSULTANT 122447 KATHLEEN M BRONSDON 20 GLENWOOD RD WEST HARTFORD CT 06107 SPEECH THERAPIST 104351 4 7016 4812969 490409 136343 5310394 GROUP HOME SERVICE 623990 57185239 57185239 OAK HILL SCHOOL 611710 13992181 13992181 ADULT DAY PROGRAM 624310 7441260 7441260 ALTERNATIVE RESIDENT S 000001 1326683 1326683 BLIND SUPPORT SERVICES 900099 1160620 1160620 81105983 54685 54685 371894 460633 -88739 -88739 -88739 16124 7016 31302 -15178 -15178 173807 173807 0 THIRD PARTY TR GAINS/L 000001 2312650 2312650 INCOME FROM OUTSIDE TR 000001 1561281 1561281 MISCELLANEOUS 000001 3375 3375 3877306 90244451 81105983 0 3828074 829935 829935 56596 56596 1182208 175366 1006842 49771431 46644945 2802590 323896 1876982 1803085 61377 12520 14268288 13494449 680135 93704 3835966 3595003 216000 24963 148756 2500 146256 89506 89506 74567 74567 392283 66470 156947 168866 492881 317924 168557 6400 511580 13411 490195 7974 5683841 4865142 806946 11753 2859634 2455607 402731 1296 131512 90138 40154 1220 200820 200820 2361861 1909309 452026 526 346562 181956 164606 PURCHASED SERVICES 2257450 1026498 1215167 15785 RATES AND OTHER ADJUSTM 1082678 1137389 -54711 DAY PROGRAM EXPENSE 215004 215004 613495 470700 141410 1385 89283836 79552247 9061301 670288 7451015 7114498 104423 29011 8813749 9282250 71960 34496 2824097 961963 55801448 27145786 28321511 28655662 35133060 37445710 82719815 83523590 12154673 10651871 104618 7280611 8725210 1384000 1283920 20819284 20765619 X 21530188 20223129 5237283 5089132 35133060 37445710 61900531 62757971 82719815 83523590 X 960615 -110284 7109 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66000 66000 89217744 89283744 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 59685 66374 59750 66000 251809 250000 250000 250000 250000 1000000 1500000 3545415 3545415 38598729 19664099 18934630 2392393 1810762 581631 10703441 5216024 5487417 561470 454901 106569 28655662 BENEFICIAL INTEREST IN PERPETUAL TRUST 37445710 F 37445710 LINE OF CREDIT 1283920 1283920 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NO STUDENT WILL BE DISCRIMINATED AGAINST BECAUSE OF RACE, COLOR, SEX, NATIONAL ORIGIN, RELIGION, DISABILITY OR ABERRANT BEHAVIOR EXCEPT AS SPECIFIED IN ADMISSIONS POLICY. THE INDIVIDUAL WORTH AND DIGNITY OF EACH STUDENT WILL BE RESPECTED AND ENHANCED THROUGH PROGRAMMING AND ATTITUDE AND BEHAVIOR OF STAFF. THE SPECIAL NEEDS OF EACH STUDENT WILL BE ADDRESSED IN A MANNER THAT IS HELPFUL, ENCOURAGES THE STUDENT'S ACTIVE PARTICIPATION AND MAINTAINS HIS/HER SENSE OF SELF WORTH. THE STUDENTS RIGHTS POLICY CAN BE FOUND IN THE OAK HILL SCHOOL POLICY BOOK AVAILABLE TO EVERY STUDENT. SCHEDULE E, PART I, LINE 6 THE CT INSTITUTE FOR BLIND D/B/A OAK HILL HAS THREE STATE OF CT AGENCIES THAT REPRESENT APPROX.78% OF OPERATING INCOME. OAK HILL IS CONTRACTED BY THE DEPT. OF DEVELOPMENTAL SERVICES TO PROVIDE INDIVIDUAL CARE SERVICES TO COMMUNITY LIVING ARRANGEMENTS, DAY PROGRAMS, ASSISTED LIVING, IN HOUSE SUPPORT, AUTISM AND ADMINISTRATIVE ASSISTANCE TO CCH FACILITIES. IN ADDITION, OAK HILL RUNS 16 LONG TERM CARE FACILITIES, BIRTH TO THREE & ASSISTIVE TECHNOLOGY PROGRAMS FOR THE DEPT. OF SOCIAL SERVICES AND PROVIDES RESIDENTIAL SERVICES FOR DEPT. OF CHILDREN & FAMILIES. LINE 6 - CONTINUED OAK HILL SCHOOL IS A PRIVATE, SPECIAL EDUCATION SCHOOL LICENSED BY THE CONNECTICUT STATE DEPARTMENT OF EDUCATION, SERVING STUDENTS FROM 3-21 YEARS OF AGE WITH MODERATE TO SEVERE DISABILITIES INCLUDING AUTISM, EMOTIONAL DISABILITIES, BEHAVIORAL CHALLENGES, MEDICALLY FRAGILE, AND STUDENTS WITH MULTIPLE DISABILITIES. OAK HILL SCHOOL PROVIDES A HIGHLY INDIVIDUALIZED, STRUCTURED, INNOVATIVE COMMUNITY BASED PROGRAM THAT FOCUSES ON DEVELOPMENT IN ACADEMIC, INDEPENDENT LIVING, SOCIAL, VOCATIONAL, AND COMMUNITY SKILLS THROUGH MOTIVATING AND MEANINGFUL ACTIVITIES. THIS IS ACCOMPLISHED THROUGH CLOSE COLLABORATION WITH THE STUDENTS' PARENTS AND SCHOOL DISTRICTS. OAK HILL SCHOOL OFFERS A 250 SCHOOL DAY YEAR. THE SCHOOL'S TWELVE CLASSROOMS ARE LOCATED IN EITHER COMMUNITY SETTINGS OR PUBLIC SCHOOL SETTINGS AND PROVIDE STUDENTS A UNIQUE INTEGRATION EXPERIENCE. THIS MODEL PROMOTES THE INCLUSION OF OAK HILL STUDENTS IN THE LIFE OF THEIR SCHOOL AND THEIR COMMUNITIES. THE CLASSROOMS THROUGHOUT CONNECTICUT ARE HETEROGENEOUS, PROVIDING OUR STUDENTS WITH EXPOSURE TO A DIVERSE POPULATION OF STUDENTS WHERE THEY CAN LEARN FROM EACH OTHER. THEY ARE DIVIDED INTO PRIMARY CLASSROOMS, SECONDARY CLASSROOMS AND TRANSITION SCHOOL TO WORK CLASSROOMS. X X X X X X GOLF TOURNAMENT 23140 7016 16124 860 6375 23148 919 23140 7016 16124 860 6375 23148 919 31302 -15178 1 CONNECTICUT INSTITUTE FOR THE BLIND 120 HOLCOMB STREET HARTFORD CT 06112 223319897 501 ( C ) (3) 341018 SUPPORT PROGRAMS EASTER SEALS CONNECTICUT 120 HOLCOMB STREET HARTFORD CT 06112 060653197 501 ( C ) (3) 488917 SUPPORT PROGRAMS 2 INDIVIDUAL VARIOUS GRANTS FOR PERSONAL NEEDS, CLOTHING AND RECREATION FOR PERSONS WITH DISABILITIES. 125 56596 PART I, LINE 2: THE GRANTEE AND THE GRANTOR ARE MANAGED BY THE SAME MANAGEMENT TEAM; THEREFORE, SEPARATE MONITORING IS NOT REQUIRED. X X X X 0 0 0 0 0 0 0 0 0 BARRY M SIMON PRESIDENT & CEO 219899 0 0 0 0 0 0 0 41064 0 260963 0 0 0 JAMES T JONES TREASURER & CFO 147031 0 0 0 0 0 0 0 26868 0 173899 0 0 0 DANIEL OSBORNE GILEAD CEO 0 153410 0 0 0 0 0 0 0 0 0 153410 0 0 BRUCE STOVALL VICE PRESIDENT 140152 0 0 0 0 0 0 0 29571 0 169723 0 0 0 GAYLE WINTJEN GENERAL COUNSEL & SECRETAR 137625 0 0 0 0 0 0 0 31337 0 168962 0 0 0 X ADAPTIVE EQUIPMENT 1950 136343 RESALE VALUE 0 1 0 FORM 990, PART 1 ACTIVITIES (CONTINUED) OAK HILL AND GILEAD COMMUNITY SERVICES AFFILIATION BECAME EFFECTIVE DECEMBER 1, 2016, BRINGING TOGETHER TWO STRONG ORGANIZATIONS WITH AN INNOVATIVE VISION. GILEAD, A LEADING REGIONAL PRIVATE PROVIDER OF MENTAL HEALTH SERVICES, IS JOINING FORCES WITH OAK HILL, THE STATE'S LARGEST PRIVATE PROVIDER OF SERVICES FOR PEOPLE WITH DISABILITIES. RECOGNIZING THAT MANY INDIVIDUALS IN BOTH ORGANIZATIONS LIVE WITH BOTH MENTAL HEALTH NEEDS AND PHYSICAL DISABILITIES, GILEAD AND OAK HILL WILL WORK TO BUILD A NEW MODEL OF INTEGRATED CARE THAT MEETS THE UNIQUE NEEDS OF EACH INDIVIDUAL SERVED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO ALL BOARD MEMBERS AND IS REVIEWED BY MANAGEMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SENIOR MANAGEMENT, BOARD MEMBERS AND ALL EMPLOYEES REVIEW THE POLICY ANNUALLY; BOARD MEMBERS AND SENIOR MANAGERS DISCLOSE CONFLICTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE PRESIDENT IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH RELIES UPON COMPARATIVE DATA, THE AMOUNT OF STATE FUNDING AND OTHER FINANCIAL RESOURCES. AN INDEPENDENT CONTRACTOR WAS RETAINED TO PROVIDE THE COMPARATIVE DATA. COMPENSATION OF THE OTHER SENIOR MANAGEMENT IS SET BY THE PRESIDENT BASED ON FINANCIAL AVAILABILITY AND MARKETPLACE CONDITIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS AND COI POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE SUPPORTING ORGANIZATION'S CONSOLIDATED ANNUAL REPORT. FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER ADJUSTMENTS TO TIE: 7,109. FORM 990, PART XII, LINE 2C EXPLANATION: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS NOR ITS SELECTION PROCESS DURING THE YEAR OAK HILL FOUNDATION 120 HOLCOMB STREET HARTFORD CT 06112 861169503 SUPPORTS OAK HILL PROGRAMS AND SERVICES CT 501(C)(3) TYPE 1 N/A 1 CONNECTICUT INSTITUTE FOR THE BLIND 120 HOLCOMB STREET HARTFORD CT 06112 223319897 ENHANCES INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES CT 501(C)(3) 10 N/A 1 EASTER SEALS CONNECTICUT 120 HOLCOMB STREET HARTFORD CT 06112 060653197 SUPPORTS EASTER SEALS PROGRAMS CT 501(C)(3) 7 N/A 1 GILEAD COMMUNITY SERVICES INC 222 MAIN STREET EXT PO BOX 1000 MIDDLETOWN CT 06457 060851549 AFFILIATED COMPANY CT 501(C)(3) 7 N/A 1 RAINBOW HOUSING CORPORATION 222 MAIN STREET EXT PO BOX 1000 MIDDLETOWN CT 06457 061237602 AFFILIATED COMPANY CT 501(C)(3) 10 N/A 1 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 CONNECTICUT INSTITUTE FOR THE BLIND (GROUP SUBSIDIARY RETURN) B 341018 COST EASTER SEALS CONNECTICUT B 488917 COST OAK HILL FOUNDATION C 4339985 COST OAK HILL FOUNDATION D 982437 COST OAK HILL FOUNDATION L 384000 COST EASTER SEALS CONNECTICUT L 96000 COST CONNECTICUT INSTITUTE FOR THE BLIND (GROUP SUBSIDIARY RETURN) M 93082 WORK ACTIVITY OAK HILL FOUNDATION E 6500000 LOC OAK HILL FOUNDATION E 3404167 NOTE PAYABLE