2018-05-15T09:02:00-05:00 2017-06-30 061009205 BLUM SHAPIRO & COMPANY PC ONE INTERNATIONAL PLACE 16TH FLOOR BOSTON MA 02110 990 2016-07-01 061072231 EAGLE HILL FOUNDATION INC EAGL 2036229240 45 GLENVILLE ROAD GREENWICH CT 06831 THOMAS LASLEY BUSINESS MANAGER 2036229240 2018-05-14 1 LAURA J KENNEY P00202198 6172211944 2018-05-14 2016 2022-09-23 18:48:47Z MARJORIE E CASTRO 45 GLENVILLE ROAD GREENWICH CT 06831 27102620 0 X WWW.EAGLEHILLSCHOOL.ORG X 1975 CT TO PROVIDE DAY AND RESIDENTIAL SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN. 24 24 163 100 0 0 1721377 1528009 17455702 17702933 633524 903878 263237 121784 20073840 20256604 2260254 2421310 0 0 12911749 13094623 0 0 540173 4187438 4721884 19359441 20237817 714399 18787 47238116 57683466 21846724 30378937 25391392 27304529 X TO PROVIDE DAY AND RESIDENTIAL SPECIAL EDUCATION FOR LEARNING DISABLED CHILDREN. 0 0 16727638 2396310 17389693 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 265 STUDENTS, AGES 6-15, 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. 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 2017, 65 STUDENTS RANGING IN AGE FROM 10-16 MADE A SUCCESSFULTRANSITION FROM EAGLE HILL TO THEIR NEXT SCHOOL. APPROXIMATELY ONE THIRD OF THESE STUDENTS WILL ENTER PUBLIC SCHOOLS, ONE THIRD WILL ENTER PRIVATE DAY SCHOOLS, AND ONE THIRD WILL ENTER PRIVATE BOARDING SCHOOLS. 316840 25000 442828 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. 17044478 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 20 0 1 143 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X THOMAS LASLEY 2036229240 45 GLENVILLE ROAD GREENWICH CT 06831 JEREMY HENDERSON CHAIRMAN 1.00 X X 0 0 0 MARK PLAUMANN VICE CHAIRMAN 1.00 X X 0 0 0 JOSEPH ZIMMEL TREASURER 1.00 X X 0 0 0 KATHY REDMOND SECRETARY 1.00 X X 0 0 0 LISA EATROFF TRUSTEE 1.00 X 0 0 0 KIMBERLY AUGUSTINE TRUSTEE 1.00 X 0 0 0 LAUREL ASNESS TRUSTEE 1.00 X 0 0 0 PATRICK BROGAN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER CLARKE TRUSTEE 1.00 X 0 0 0 ALLEN HAIGHT TRUSTEE 1.00 X 0 0 0 PATSY HOWARD TRUSTEE 1.00 X 0 0 0 JOSEPH BURTON TRUSTEE 1.00 X 0 0 0 DERREL MASON ESQ TRUSTEE 1.00 X 0 0 0 LISA MILLER TRUSTEE 1.00 X 0 0 0 SARA PELGRIFT TRUSTEE 1.00 X 0 0 0 DAVID PORTNY TRUSTEE 1.00 X 0 0 0 DREW SAUNDERS TRUSTEE 1.00 X 0 0 0 RAM SUNDARAM TRUSTEE 1.00 X 0 0 0 LYDIA SOIFER TRUSTEE 1.00 X 0 0 0 JAMES WENDORF TRUSTEE 1.00 X 0 0 0 PATRICIA MURPHY TRUSTEE 1.00 X 0 0 0 BARBARA WALSH TRUSTEE 1.00 X 0 0 0 SONJA BARTLETT TRUSTEE 1.00 X 0 0 0 AMY JO FRISCHLING TRUSTEE 1.00 X 0 0 0 MARJORIE E CASTRO EDD HEAD OF SCHOOL 40.00 X 400802 0 75900 THOMAS LASLEY BUSINESS MANAGER 40.00 X 177176 0 32905 ROBERT BREAKELL ASST. HEAD OF SCHOOL 40.00 X 199772 0 34166 THOMAS CONE DIRECTOR OF ADMISSIONS 40.00 X 250556 0 38276 WENDY SALISBURY DIRECTOR OF EDUCATION 40.00 X 192431 0 33542 REGINA BURKE TEACHER 40.00 X 159621 0 32421 LISA FERRARO DIRECTOR OF DEVELOPMENT 40.00 X 181037 0 10665 SHARON PEARLMAN TEACHER 40.00 X 141651 0 30992 LIZA M JAROMBEK ADVISOR 40.00 X 147957 0 30965 EDWARD MOORE TEACHER 40.00 X 172161 0 26635 2023164 0 346467 32 0 1 0 BROCK DINING SERVICES 257 GREAT VALLEY PARKWAY MALVERN PA 19355 DINING SERVICES 565586 LONG RIDGE CLEANING SERVICE LLC 105 OLD LONG RIDGE ROAD STAMFORD CT 06903 CLEANING SERVICES 260461 KG&D ARCHITECTS 285 MAIN STREET MT KISCO NY 10549 ARCHITECTURAL DESIGN 160004 TURNER CONSTRUCTION COMPANY 375 HUDSON STREET 6TH FLOOR NEW YORK NY 10014 CONSTRUCTION 130238 4 250393 1277616 162497 1528009 TUITION AND FEES 611600 17260105 17260105 SUMMER SCHOOL PROGRAM 611600 442828 442828 17702933 378643 378643 7281673 6756438 525235 525235 525235 81774 250393 89578 -7804 -7804 MISCELLANEOUS RECEIPTS 611600 129588 129588 129588 20256604 17832521 0 896074 2421310 2421310 1473813 1255462 163737 54614 8628641 7334475 949055 345111 853558 735284 109684 8590 1379482 1188333 177267 13882 759129 649054 86393 23682 38075 38075 55049 55049 196173 196173 251476 236388 12573 2515 443570 443570 1227861 1105075 122786 186682 175482 9333 1867 OPERATIONS AND SUPPLIES 771058 724795 38553 7710 CAFETERIA AND FOOD SERV 509938 509938 RENTAL AND SEWER TAXES 268064 251979 13404 2681 UTILITIES 255781 240433 12790 2558 518157 216470 224724 76963 20237817 17044478 2653166 540173 896338 4066353 935465 993965 3855618 2715393 63637 165171 14369 6747 42029207 10426071 24091876 31603136 15828631 16690576 1402605 1245730 149577 196395 47238116 57683466 1290820 2332632 6022794 6148776 4695000 14123605 4000000 3000000 5838110 4773924 21846724 30378937 X 14550603 17653965 3905618 2715393 6935171 6935171 25391392 27304529 47238116 57683466 X 18787 1311341 583009 X X 0 1 X 1 0 X 1084842 5772456 3095649 1721377 1528009 13202333 1084842 5772456 3095649 1721377 1528009 13202333 4755026 8447307 549460 472756 471018 444142 378643 2316019 15518352 85193036 0.54430 0.46430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17639042 0 2198098 293413 471587 57390 19014750 18492051 480000 -530913 0 750000 52096 17639042 18814412 271102 311576 88709 761291 55039 18492051 16820101 593343 2204110 547028 202972 53140 18814412 14535131 674488 1110599 0 -550000 50117 16820101 0.63530 0.36470 0.00000 0 0 2248602 2248602 38462306 9551533 28910773 166394 133794 32600 1151905 740744 411161 31603136 UNFUNDED PENSION LIABILITY 4773924 4773924 19729644 1311341 583009 1894350 17835294 2421310 2421310 20256604 17816507 0 17816507 2421310 2421310 20237817 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: CHANGE IN INTEREST RATE SWAP -6,104. CHANGE IN PENSION LIABILITY 738,690. LOSS ON BOND REFINANCING -149,577. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,421,310. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,421,310. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 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. THE SCHOOLS POLICY FOR NON DISCRIMINATION IS PRINTED IN THE EMPLOYEE HANDBOOK AND IS INCLUDED ON THE ADMISSIONS PAGE OF THE SCHOOLS WEBSITE. THE POLICY OF NONDISCRIMINATION IS PUBLICIZED THROUGH DIGITAL ADVERTISING ON FACEBOOK AND GOOGLE TARGETING HOUSHOLDS WITH CHILDREN IN A 40 MILE RADIUS OF THE SCHOOL. ANNUAL BENEFIT 332167 250393 81774 78647 10931 332167 250393 81774 78647 10931 89578 -7804 1 REGULAR SCHOLARSHIPS 2396310 FMV REDUCTION IN TUITION. SUMMER SCHOOL SCHOLARSHIPS 25000 FMV REDUCTION IN TUITION PART I, LINE 2: THE ORGANIZATION USES A THIRD PARTY (FAST) TO COLLECT AND ANALYZE PARENT FINANCIAL/TAX INFORMATION THAT IT SHARES WITH THE ORGANIZATION ALLOWING THE SCHOOL TO MAKE INFORMED FINANCIAL AID DECISIONS. THE PERSON APPLYING FOR AID AT THE SCHOOL SENDS A PARENT FINANCIAL STATEMENT (PFS) TO FAST. FAST 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 HEAD OF SCHOOL 400802 0 0 0 0 0 15900 0 60000 0 476702 0 0 0 THOMAS LASLEY BUSINESS MANAGER 152143 0 0 0 25033 0 9745 0 23160 0 210081 0 0 0 ROBERT BREAKELL ASST. HEAD OF SCHOOL 194772 0 0 0 5000 0 16981 0 17185 0 233938 0 0 0 THOMAS CONE DIRECTOR OF ADMISSIONS 245556 0 0 0 5000 0 21297 0 16979 0 288832 0 0 0 WENDY SALISBURY DIRECTOR OF EDUCATION 187431 0 0 0 5000 0 16357 0 17185 0 225973 0 0 0 REGINA BURKE TEACHER 124621 0 0 0 35000 0 9261 0 23160 0 192042 0 0 0 LISA FERRARO DIRECTOR OF DEVELOPMENT 181037 0 0 0 0 0 10665 0 0 0 191702 0 0 0 SHARON PEARLMAN TEACHER 141651 0 0 0 0 0 7832 0 23160 0 172643 0 0 0 LIZA M JAROMBEK ADVISOR 147957 0 0 0 0 0 7805 0 23160 0 178922 0 0 0 EDWARD MOORE TEACHER 130161 0 0 0 42000 0 9482 0 17153 0 198796 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES A NON TAXABLE HOUSING BENEFIT. THE VALUE OF NONTAXABLE ON-CAMPUS HOUSING IS INCLUDED IN SCHEDULE J, PART II, COLUMN D. ALL OTHER EMPLOYEES LISTED ON SCHEDULE J RECEIVE A TAXABLE HOUSING BENEFIT.THE VALUE OF TAXABLE ON-CAMPUS HOUSING IS INCLUDED IN SCHEDULE J, PART II, BASE COMPENSATION. A CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2016-07-12 14740000 REFUNDING OF THE SCHOOLS SERIES A BOND ISSUE AND IMPROVEMENTS TO THE SCHOOL 0 0 0 A 420000 14740000 218217 10000000 4521783 2017 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 X 8 162497 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN SCHEDULE M, PART 1, COLUMN (B) ARE THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B 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. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. 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. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 738,690. CHANGE IN INTEREST RATE SWAP LIABILITY -6,104. LOSS ON BOND REFINANCING -149,577. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.