2015-04-09T09:50:06-05:00 2014-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2013-07-01 060669111 THE CONNECTICUT INSTITUTE FOR THE BLIND CONN 8602422274 120 HOLCOMB STREET HARTFORD CT 061121589 BARRY M SIMON PRESIDENT 8602422274 2015-04-02 1 LORI BUDNICK P00046310 8605614000 2015-04-02 2013 2016-03-07 17:11:31Z OAK HILL BARRY M SIMON 120 HOLCOMB STREET HARTFORD CT 061121589 82172566 0 X WWW.CIBOAKHILL.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 115 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 600 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. 16 16 1349 0 1409 409 4193081 4846823 73936995 74283982 1566036 1674514 -14245 -14129 79681867 80791190 367481 327634 0 0 62646230 64279894 0 0 627403 16276893 16062726 79290604 80670254 391263 120936 81129927 83643529 18074296 17342524 63055631 66301005 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 50922492 327634 54004473 RESIDENTIAL GROUP HOME PROGRAM: 75 GROUP HOMES IN CONNECTICUT PROVIDING LIVING OPTIONS IN THE LEAST RESTRICTIVE ENVIRONMENT FOR APPROXIMATELY 353 ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 7438821 7818115 DAY PROGRAMS: PROVIDING DAY SERVICES INCLUDING SUPPORTED EMPLOYMENT AND VOLUNTEER OPPORTUNITIES FOR APPROXIMATELY 265 ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 8366832 10064026 OAK HILL SCHOOL: PROVIDING EDUCATIONAL AND RESIDENTIAL SERVICES TO APPROXIMATELY 110 CHILDREN WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 5019668 2397368 ALL OTHER PROGRAM SERVICES INCLUDING NEAT (NEW ENGLAND ASSISTIVE TECHNOLOGY), BIRTH TO THREE, CENTER FOR RELATIONSHIPS AND SEXUALITY, CAMP HARKNESS AND BLIND SUPPORT SERVICES 5019668 2397368 71747813 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 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 0 0 0 1 113 0 1349 1 1 1 0 0 0 0 1 1 0 0 0 0 X 16 16 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 FRANK SZILAGYI CHAIRPERSON/DIRECTOR 0.50 X X 0 0 0 MARY ANN HANLEY VICE CHAIRPERSON/DIRECTOR 0.50 X X 0 0 0 MELISSA CAMACHO DIRECTOR 0.50 X 0 0 0 EVA BUNNELL DIRECTOR 0.50 X 0 0 0 BRENDAN FOX DIRECTOR 0.50 X 0 0 0 MICHAEL HANNAH DIRECTOR 0.50 X 0 0 0 ELLIOT GINSBERG DIRECTOR 0.50 X 0 0 0 DAVID HADDEN DIRECTOR 0.50 X 0 0 0 CRAIG LOMMA DIRECTOR 0.50 X 0 0 0 JERALD HASSETT DIRECTOR 0.50 X 0 0 0 JAMES LINK DIRECTOR 40.00 X 0 0 0 SPENCER CAIN DIRECTOR 0.50 X 0 0 0 JAMES MANAFORT DIRECTOR 0.50 X 0 0 0 RALPH WENTWORTH DIRECTOR 0.50 X 0 0 0 TOM FORAN DIRECTOR 0.50 X 0 0 0 KATHLEEN ROTCHFORD-MCKAY DIRECTOR 0.50 X 0 0 0 PATRICK J JOHNSON JR PAST PRESIDENT 40.00 X 152048 0 16890 BARRY M SIMON PRESIDENT 40.00 X 113077 0 8784 JAMES T JONES VICE PRESIDENT, FINANCE & ADMINISTRATION 40.00 X 144165 0 23159 GAYLE WINTJEN SECRETARY/GENERAL COUNSEL 40.00 X 118000 0 26983 STANLEY F SOBY VICE PRESIDENT, COMMUNITY PROGRAMS 40.00 X 118621 0 5772 KJELL TOLLEFSEN VICE PRESIDENT, OPERATIONS 40.00 X 115332 0 6041 ANA WITTIG VICE PRESIDENT, EDUCATION 40.00 X 113884 0 8112 BRUCE STOVALL VICE PRESIDENT, OAK HILL CENTERS 40.00 X 104806 0 20750 UCHE OKEKE LICENSED PRACTICAL NURSE 64.00 X 104260 0 23635 EVELYN ZAVALA DIRECTOR, HUMAN RESOURCES 40.00 X 101017 0 12661 1185210 0 152787 10 0 1 0 NURSE SPAN AGENCY 6 YALE STREET WEST HARTFORD CT 06110 TEMPORARY NURSING ASSISTANCE 268482 APEX TECHNOLOGY GROUP 2158 PLAINFIELD PIKE CRANSTON RI 02921 INFORMATION TECHNOLOGY SERVICES 196627 2 84113 4040805 721905 167778 4846823 GROUP HOME SERVICE 623990 54004473 54004473 OAK HILL SCHOOL 611710 10064026 10064026 ADULT DAY PROGRAM 624310 7818115 7818115 BLIND SUPPORT SERVICES 900099 2397368 2397368 74283982 1615914 1615914 7872 6463 1409 1409 1409 1221627 1163027 58600 58600 58600 20104 84113 35642 -15538 -15538 176244 176244 0 80791190 74283982 1409 1658976 271560 271560 56074 56074 1096425 231710 864715 46025342 42726107 3111645 187590 1338666 1242706 90504 5456 12228840 11352240 826758 49842 3590621 3333235 242752 14634 97441 97441 96465 96465 59685 59685 352251 41338 57713 253200 543344 320863 205760 16721 320202 2783 313431 3988 5222555 4475399 733509 13647 133079 57374 74282 1423 152461 152461 1910231 1363402 546829 335500 153030 182470 TRANSPORTATION COSTS 3708342 3192556 514821 965 PURCHASED SERVICES 1641789 1064071 546369 31349 RATES AND OTHER ADJUSTM 502582 931894 -429312 DAY PROGRAM EXPENSE 301549 301549 685250 477461 159201 48588 80670254 71747813 8295038 627403 17042150 15278232 42050 102865 6025185 6570427 45715 37250 835743 767188 44489011 21868202 22026456 22620809 35112628 38266758 81129927 83643529 11809872 11738286 6264424 5604238 18074296 17342524 X 23874548 23763644 4068456 4270604 35112627 38266757 63055631 66301005 81129927 83643529 X 120936 3154130 -29692 X X 0 1 X 1 1 1 X 4257111 4885952 4780811 4193081 4846823 22963778 4257111 4885952 4780811 4193081 4846823 22963778 22963778 1344268 1403975 1520996 1566035 1674514 7509788 -18723 -4680 -12872 -16272 -15538 -68085 30405481 365628185 0.75530 0.75260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59685 59685 80610569 80670254 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 58518 56258 57502 59685 231963 250000 250000 250000 250000 1000000 1500000 3594214 3594214 29547237 15986537 13560700 2169629 1479889 689740 8788889 4154036 4634853 389042 247740 141302 22620809 BENEFICIAL INTEREST IN PERPETUAL TRUST 38266758 F 38266758 GOLF TOURNAMENT 104217 84113 20104 750 5000 23541 6351 104217 84113 20104 750 5000 23541 6351 35642 -15538 1 CONNECTICUT INSTITUTE FOR THE BLIND 120 HOLCOMB STREET HARTFORD CT 06112 223319897 271560 SUPPORT PROGRAMS 1 INDIVIDUAL VARIOUS GRANTS FOR PERSONAL NEEDS, CLOTHING AND RECREATION FOR PERSONS WITH DISABILITIES. 109 52074 ORGANIZATION - LEAP OF FAITH 1 500 ORGANIZATION - GOVERNOR'S COALITION FOR YOUTH 1 3000 ORGANIZATION - YOUTH AUDIENCES OF CONNECTICUT 1 500 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 PATRICK J JOHNSON JR PAST PRESIDENT 152048 0 0 0 0 0 0 0 16890 0 168938 0 0 0 JAMES T JONES VICE PRESIDENT, FINANCE & ADMINISTRA 144165 0 0 0 0 0 0 0 23159 0 167324 0 0 0 X ADAPTIVE EQUI 2437 176244 RESALE VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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: NET CAPITAL PAID TO SUBSIDIARY (EIN: 22-3319897) -29,692. FORM 990, PART XII, LINE 2C EXPLANATION: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS NOR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, PART XI, LINE 9 EXPLANATION: INTERCOMPANY ADJUSTMENT TO NET ASSETS BETWEEN PARENT AND SUBSIDIARIES. OAK HILL FOUNDATION 120 HOLCOMB STREET HARTFORD CT 06112 861169503 SUPPORTS OAK HILL PROGRAMS AND SERVICES CT 501(C)(3) TYPE 1 N/A 0 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) 9 N/A 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 CONNECTICUT INSTITUTE FOR THE BLIND (GROUP SUBSIDIARY RETURN) B 271559 OAK HILL FOUNDATION C 3752805 OAK HILL FOUNDATION L 288000 OAK HILL FOUNDATION D 662846 CONNECTICUT INSTITUTE FOR THE BLIND (GROUP SUBSIDIARY RETURN) M 194665 CONNECTICUT INSTITUTE FOR THE BLIND (GROUP SUBSIDIARY RETURN) L 517