EAGLE HILL FOUNDATION OF MASSACHUSETTS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EAGLE HILL FOUNDATION OF MASSACHUSETTS INC (EIN 04-2761985)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-12
- IRS object ID
- 201433169349304473
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T17:29:24-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042761985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE HILL FOUNDATION OF MASSACHUSETTSINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAGL | BusinessNameControlTxt |
| Phone | 4134776000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 116 | AddressLine1 |
| City | HARDWICK | City |
| State | MA | State |
| ZIP Code | 01037 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER J MCDONALD | PersonNm |
| Person Title | HEADMASTER | PersonTitleTxt |
| Phone | 4134776000 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A WASHBURN | PreparerPersonNm |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2014-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER J MCDONALD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 OLD PETERSHAM RD | AddressLine1 |
| City | HARDWICK | City |
| State | MA | State |
| ZIP Code | 01037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,327,515 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.EHS1.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | EAGLE HILL SCHOOL IS A COEDUCATIONAL BOARDING SCHOOL THAT EDUCATES STUDENTS WITH LEARNING DISABILITIES, INCLUDING ATTENTION DEFICIT DISORDER, IN GRADES EIGHT THROUGH TWELVE. EAGLE HILL STUDENTS DEMONSTRATE AVERAGE TO ABOVE AVERAGE COGNITIVE ABILITY AND ARE MOTIVATED TO EXPLORE ACADEMIC AND INTELLECTUAL PURSUITS IN A SUPPORTIVE ENVIRONMENT. ALTHOUGH EAGLE HILL ENCOURAGES EMOTIONAL AND BEHAVIORAL GROWTH, IT DOES NOT ACCEPT STUDENTS WITH PRIMARY CONCERNS IN THESE AREAS. EAGLE HILL DRAWS ITS 206 STUDENTS FROM ACROSS THE US AND THE INTERNATIONAL COMMUNITY, BRINGING A WELCOME DIVERSITY TO THE CAMPUS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 173 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,821,845 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,719,451 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,544,508 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,400,124 | CYProgramServiceRevenueAmt |
| PY Investment Income | $46,061 | PYInvestmentIncomeAmt |
| CY Investment Income | -$23,675 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,412,414 | PYTotalRevenueAmt |
| CY Total Revenue | $19,095,900 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,594,310 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,063,678 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $467,588 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,492,384 | PYOtherExpensesAmt |
| CY Other Expenses | $6,828,120 | CYOtherExpensesAmt |
| PY Total Expenses | $14,086,694 | PYTotalExpensesAmt |
| CY Total Expenses | $15,891,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,325,720 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,204,102 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,403,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,137,381 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,100,222 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,370,022 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,303,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,767,359 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EAGLE HILL SCHOOL IS A COEDUCATIONAL BOARDING SCHOOL THAT EDUCATES STUDENTS WITH LEARNING DISABILITIES, INCLUDING ATTENTION DEFICIT DISORDER, IN GRADES EIGHT THROUGH TWELVE. EAGLE HILL STUDENTS DEMONSTRATE AVERAGE TO ABOVE AVERAGE COGNITIVE ABILITY AND ARE MOTIVATED TO EXPLORE ACADEMIC AND INTELLECTUAL PURSUITS IN A SUPPORTIVE ENVIRONMENT. ALTHOUGH EAGLE HILL ENCOURAGES EMOTIONAL AND BEHAVIORAL GROWTH, IT DOES NOT ACCEPT STUDENTS WITH PRIMARY CONCERNS IN THESE AREAS. EAGLE HILL DRAWS ITS 206 STUDENTS FROM ACROSS THE US AND THE INTERNATIONAL COMMUNITY, BRINGING A WELCOME DIVERSITY TO THE CAMPUS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,882,470 | ExpenseAmt |
| Revenue | $13,565,200 | RevenueAmt |
| Desc | EDUCATION SERVICES FOR THE ACADEMIC YEAR WHICH RUNS FROM SEPTEMBER TO JUNE ADMINISTERED TO 190 RESIDENTIAL AND 14 DAY STUDENTS IN GRADES 8 THROUGH 12. THE SCHOOL OFFERS COLLEGE PREPARATORY CURRICULUM THAT CHALLENGES AND SUPPORTS EACH STUDENT. UNCOMPROMISING STANDARDS OF ACADEMIC EXCELLENCE, COMBINED WITH A SCHOOL STRUCTURE AND CULTURE THAT FOSTER DIFFERENTIATED INSTRUCTION BASED ON INDIVIDUAL NEEDS, CREATE THE IDEAL ENVIRONMENT IN WHICH YOUNG MINDS CAN PREPARE FOR COLLEGE. THE DEVELOPMENT OF CRITICAL THINKING SKILLS IS AS IMPORTANT AS THE MASTERY OF FACTS AND FIGURES AS STUDENTS ARE PREPARED TO BE INTELLECTUALLY ENGAGED CITIZENS. IN CREATING AN ENVIRONMENT THAT FOSTERS THIS LEVEL OF ACADEMIC AND SOCIAL SUCCESS, CAREFUL ATTENTION IS GIVEN TO THE DEVELOPMENT OF EACH STUDENT'S UNIQUE COURSE SCHEDULE. BY DESIGNING COURSES BASED ON AGE, DEMONSTRATED SKILL LEVELS, AND LEARNING PREFERENCES, EAGLE HILL ENSURES THAT EACH STUDENT IS PLACED IN A POSITION TO TAKE FULL ADVANTAGE OF THE ACADEMIC CULTURE. MULTISENSORY APPROACHES ARE USED ACROSS THE CURRICULUM TO REINFORCE LEARNING AND THINKING, AND EVERY STUDENT AT EAGLE HILL BENEFITS FROM AN INTEGRATED STUDY SKILLS CURRICULUM THAT ENCOURAGES EACH STUDENT TO DEVELOP A METHOD FOR SUCCESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $815,465 | ExpenseAmt |
| Revenue | $732,324 | RevenueAmt |
| Desc | EDUCATION SERVICES FOR SUMMER SCHOOL STUDENTS RUNS FIVE WEEKS BEGINNING IN JULY ACCOMMODATING 80 RESIDENTIAL SUMMER STUDENTS AGES 10-18 WHO HAVE BEEN DIAGNOSED WITH LEARNING DISABILITIES. THE SUMMER SESSION IS PRIMARILY DESIGNED TO STRENGTHEN ACADEMIC AND SOCIAL SKILLS WHILE MAINTAINING PROGRESS ACHIEVED DURING THE ACADEMIC YEAR. ELECTIVE AND SPORTS ACTIVITIES ARE COMBINED WITH ACADEMIC COURSES TO ADDRESS THE NEEDS OF THE WHOLE PERSON IN A CAMP-LIKE ATMOSPHERE. THE SUMMER SESSION IS ALSO A GREAT WAY FOR NEW STUDENTS ENTERING EHS IN SEPTEMBER TO BECOME ACQUAINTED WITH THE CAMPUS, THE FACULTY, AND THEIR PEERS. CLASS SIZE IS KEPT SMALL AS IT IS DURING THE ACADEMIC YEAR. WITH AN AVERAGE CLASSROOM RATIO OF FIVE STUDENTS TO ONE TEACHER, ATTENTION IS FOCUSED AND PRODUCTIVITY IS MAXIMIZED. EAGLE HILL EMPHASIZES INDIVIDUAL ATTENTION, AND THE STUDENT TO TEACHER RATIO ENSURES THAT TEACHERS ARE ABLE TO FOCUS ON INDIVIDUAL STUDENT'S SKILLS, INTERESTS, AND TALENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $117,248 | ExpenseAmt |
| Revenue | $102,600 | RevenueAmt |
| Desc | TEACHER TRAINING INITIATIVE CONDUCTED DURING THE SUMMER MONTHS FOR TEACHERS OF PUBLIC SCHOOLS. IN PARTNERSHIP WITH WORCESTER STATE COLLEGE, EAGLE HILL SCHOOL OFFERS A WEEKLONG PROGRAM FOR TEACHERS THAT FOCUS ON KEY AREAS OFTEN OMITTED FROM TEACHER LICENSURE PROGRAMS YET FUNDAMENTALLY IMPORTANT TO PROFESSIONAL PLANNING CAREERS IN TEACHING. THE EAGLE HILL SCHOOL PHILOSOPHY OF LEARNING DIVERSITY FORMS THE ORGANIZATIONAL AXIS FOR THE INSTITUTE AND FOR EACH SESSION. IN ADDITION TO DEVELOPING SKILLS AND ORIENTATION TO THE PROFESSION NECESSARY TO EMBARK ON AND MAINTAIN A SUCCESSFUL CAREER IN TEACHING, ATTENDEES WILL ALSO DEVELOP A SOUND METHODOLOGY FOR PROVIDING DIFFERENTIATED INSTRUCTION IN THE CLASSROOMS. PARTICIPANTS EARN PDPS OR GRADUATE CREDIT THROUGH WORCESTER STATE COLLEGE. TARGETED OUTCOMES OF TEACHER INDUCTION IS REDUCED EARLY CAREER ATTRITION, INCREASED INTENTIONAL AND PROFESSIONAL EXERCISE OF AUTONOMY IN THE CLASSROOM, INCREASED PROFESSIONAL CONTACT WITH PEERS, INCREASED PARTICIPATION IN PROFESSIONAL ACTIVITIES, INCLUDING CONFERENCE ATTENDANCE AND PRESENTATIONS, SCHOLARLY AND PROFESSIONAL WRITING, AND RESEARCH, INCREASED CONFIDENCE IN INSTRUCTIONAL AND OTHER PROFESSIONAL ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,815,183 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 120 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 173 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BARKUS CONTROLLER | PersonNm |
| Phone | 4134776000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 OLD PETERSHAM ROAD | AddressLine1 |
| City | HARDWICK | City |
| State | MA | State |
| ZIP Code | 01037 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JAMES B RICHARDSON | |||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALDEN BIANCHI | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER J MCDONALD | |||||||
| TRUSTEE/HEADMASTER | 60.00 | Yes (X) | Yes (X) | $321,664 | $0 | $144,485 | |
| MARILYN WALLER | |||||||
| PRESIDENT | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAURA FITZGERALD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY MENDELSOHN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CANDACE ALSOP | |||||||
| CLERK | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANIE WHITNEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR LANGHAUS | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN GEE | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER JOSEPH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC FLEMMING | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HOYT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA MERRIAM | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE CHAPMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL RIENDEAU | |||||||
| ASSISTANT HEAD OF EDUCATIO | 60.00 | $134,232 | $0 | $26,434 | Yes (X) | ||
| EUGENE LABONTE | |||||||
| DIRECTOR OF FINANCE AND OPERATIONS | 60.00 | $106,557 | $0 | $20,354 | Yes (X) | ||
| DANA HARBERT | |||||||
| DIRECTOR OF ADMISSIONS | 60.00 | $113,792 | $0 | $34,901 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $676,245 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $226,174 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STANMAR INC | |||||
| 321 COMMONWEALTH ROAD SUITE 201 | WAYLAND | MA | 01778 | DESIGN / BUILDING CONTRACTOR | $893,125 |
| DW EQUIPMENT RENTALS LLC | |||||
| PO BOX 35 | WARE | MA | 01082 | CONSTRUCTION EQUIPMENT CONTRACTOR | $722,435 |
| RJ MCDONALD INC | |||||
| 71 WORCESTER ROAD PO BOX 638 | BARRE | MA | 01005 | HEATING CONTRACTOR, HEATING FUEL, CRUSHE | $499,972 |
| BROWN ELECTRIC COMPANY | |||||
| PO BOX 215 | NORTH BROOKFIELD | MA | 01535 | ELECTRICAL CONTRACTOR | $367,604 |
| PALMER PAVING CORPORATION | |||||
| PO BOX 47 | PALMER | MA | 01069 | PAVING CONTRACTOR | $139,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $165,370 | GovernmentGrantsAmt |
| All Other Contributions | $4,554,081 | AllOtherContributionsAmt |
| Noncash Contributions | $1,444,706 | NoncashContributionsAmt |
| Total Contributions | $4,719,451 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $13,983,400 | $13,983,400 |
| OTHER | 900099 | $416,724 | $416,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,400,124 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,135 | TotalRevenueColumnAmt |
| Exclusion | $173,135 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,034,805 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,231,615 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$196,810 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$196,810 | TotalRevenueColumnAmt |
| Exclusion | -$196,810 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,095,900 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,400,124 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$23,675 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,714 | TotalAmt |
| Program Services | $391,957 | ProgramServicesAmt |
| Management And General | $61,386 | ManagementAndGeneralAmt |
| Fundraising | $50,371 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,668,045 | TotalAmt |
| Program Services | $6,054,373 | ProgramServicesAmt |
| Management And General | $423,550 | ManagementAndGeneralAmt |
| Fundraising | $190,122 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,185 | TotalAmt |
| Program Services | $311,293 | ProgramServicesAmt |
| Management And General | $111,616 | ManagementAndGeneralAmt |
| Fundraising | $28,276 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,646 | TotalAmt |
| Program Services | $895,450 | ProgramServicesAmt |
| Management And General | $30,009 | ManagementAndGeneralAmt |
| Fundraising | $21,187 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,088 | TotalAmt |
| Program Services | $451,234 | ProgramServicesAmt |
| Management And General | $26,595 | ManagementAndGeneralAmt |
| Fundraising | $16,259 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,275 | TotalAmt |
| Management And General | $21,275 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,185 | TotalAmt |
| Management And General | $40,185 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,321 | TotalAmt |
| Program Services | $55,014 | ProgramServicesAmt |
| Management And General | $83,952 | ManagementAndGeneralAmt |
| Fundraising | $13,355 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,541 | TotalAmt |
| Program Services | $74,765 | ProgramServicesAmt |
| Management And General | $9,098 | ManagementAndGeneralAmt |
| Fundraising | $2,678 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,834 | TotalAmt |
| Program Services | $237,173 | ProgramServicesAmt |
| Management And General | $329,984 | ManagementAndGeneralAmt |
| Fundraising | $20,677 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,613,426 | TotalAmt |
| Program Services | $1,514,232 | ProgramServicesAmt |
| Management And General | $72,654 | ManagementAndGeneralAmt |
| Fundraising | $26,540 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,123 | TotalAmt |
| Program Services | $50,155 | ProgramServicesAmt |
| Management And General | $80,481 | ManagementAndGeneralAmt |
| Fundraising | $8,487 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,734 | TotalAmt |
| Program Services | $809,255 | ProgramServicesAmt |
| Management And General | $2,793 | ManagementAndGeneralAmt |
| Fundraising | $16,686 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,468,439 | TotalAmt |
| Program Services | $1,407,121 | ProgramServicesAmt |
| Management And General | $30,819 | ManagementAndGeneralAmt |
| Fundraising | $30,499 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,248 | TotalAmt |
| Program Services | $99,238 | ProgramServicesAmt |
| Management And General | $33,010 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $678,875 | $678,875 | ||
| MISCELLANEOUS | $230,851 | $21,093 | $167,307 | $42,451 |
| EDUCATIONAL SUPPLIES | $229,964 | $229,964 | ||
| STUDENT ACTIVITIES | $216,105 | $150,453 | $65,652 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,199 | TotalAmt |
| Program Services | $383,538 | ProgramServicesAmt |
| Management And General | $18,661 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,891,798 | TotalAmt |
| Program Services | $13,815,183 | ProgramServicesAmt |
| Management And General | $1,609,027 | ManagementAndGeneralAmt |
| Fundraising | $467,588 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,220,199 | BOYAmt |
| EOY | $4,318,493 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,418,894 | BOYAmt |
| EOY | $8,738,468 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,181 | BOYAmt |
| EOY | $849,747 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $175,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,697 | BOYAmt |
| EOY | $148,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $58,122,130 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,457,989 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,347,033 | BOYAmt |
| EOY | $46,664,141 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,824,274 | BOYAmt |
| EOY | $6,501,349 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,397,494 | BOYAmt |
| EOY | $1,742,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,403,772 | BOYAmt |
| EOY | $69,137,381 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,872,128 | BOYAmt |
| EOY | $1,215,758 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,731,800 | BOYAmt |
| EOY | $5,067,217 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,496,294 | BOYAmt |
| EOY | $23,087,047 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,100,222 | BOYAmt |
| EOY | $29,370,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,207,335 | BOYAmt |
| EOY | $35,009,653 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,667,995 | BOYAmt |
| EOY | $4,319,486 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,220 | BOYAmt |
| EOY | $438,220 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,303,550 | BOYAmt |
| EOY | $39,767,359 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,403,772 | BOYAmt |
| EOY | $69,137,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,204,102 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $779,962 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$520,255 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,011,202 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $435,522 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,456,724 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,674,268 | BeginningYearBalanceAmt |
| Contributions | $9,000 | ContributionsAmt |
| Investment Earnings Or Losses | $327,934 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,011,202 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,700,486 | BeginningYearBalanceAmt |
| Contributions | $9,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$35,218 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,674,268 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,221,061 | BeginningYearBalanceAmt |
| Contributions | $9,000 | ContributionsAmt |
| Investment Earnings Or Losses | $470,425 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,700,486 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,957,146 | BeginningYearBalanceAmt |
| Contributions | $9,000 | ContributionsAmt |
| Investment Earnings Or Losses | $254,915 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,221,061 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.73040 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12680 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14280 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,870,676 | OtherCostOrOtherBasisAmt |
| Book Value | $3,870,676 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,510,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,321,040 | DepreciationAmt |
| Book Value | $39,189,503 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,959,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,984,860 | DepreciationAmt |
| Book Value | $974,724 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,781,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,152,089 | DepreciationAmt |
| Book Value | $2,629,238 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,664,141 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SCHOOL ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SCHOOL HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS AT JUNE 30, 2014 AND 2013. THE SCHOOL'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. |
| SCHEDULE D, PART V | ENDOWMENT INCLUDES FINANCIAL RESOURCES INVESTED BY THE BOARD OF TRUSTEES TO SERVE THE OVERALL MISSION OF THE SCHOOL. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | EAGLE HILL SCHOOL DOES NOT PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA. THE SCHOOL ENROLLS ONLY LEARNING DISABLED STUDENTS, REGARDLESS OF RACE. GENERALLY THE STUDENTS ARE REFERRED TO THE SCHOOL BY THE EDUCATIONAL COMMUNITY. GENERALLY, ANY SOLICITATION OF THESE STUDENTS IS MADE THROUGH THE SAME SOURCE. A STATEMENT OF THE SCHOOL POLICY IS INCLUDED IN ALL BROCHURES AND CATALOGUES DEALING WITH ADMISSIONS, PROGRAMS AND FINANCIAL ASSISTANCE. ALL BROCHURES AND CATALOGUES ARE PROVIDED TO THE SOURCE DESCRIBED ABOVE AND ARE MADE AVAILABLE TO THE GENERAL PUBLIC. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVED $165,323 FROM MASSACHUSETTS DEPARTMENT OF EDUCATION - BUREAU OF NUTRITION FOR REIMBURMENT OF MEALS PROVIDED TO STUDENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER J MCDONALD | ||||||||||||||
| TRUSTEE/HEADMASTER | $220,215 | $0 | $50,000 | $0 | $51,449 | $0 | $71,617 | $0 | $72,868 | $0 | $466,149 | $0 | $0 | $0 |
| MICHAEL RIENDEAU | ||||||||||||||
| ASSISTANT HEAD OF EDUCATIO | $127,942 | $0 | $0 | $0 | $6,290 | $0 | $17,762 | $0 | $8,672 | $0 | $160,666 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012 REVENUE BOND | |||||||
| A | 043217458 | 2012-01-19 | $9,000,000 | BOND REFINANCE | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012 REVENUE BOND | |||||||
| B | 043217458 | 2012-01-19 | $15,000,000 | CONSTRUCTION OF ATHLETIC AND FITNESS FACILITY | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $503,996 | $9,000,000 | $9,000,000 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $408,957 | $15,000,000 | 2013 | 0 | 0 | 0 | 0 | $15,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER J MCDONALD | PersonNm |
| Relationship With Org | HEADMASTER | RelationshipWithOrgTxt |
| Loan Purpose | REAL ESTATE PURCHASE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $400,000 | OriginalPrincipalAmt |
| Balance Due | $175,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $175,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,429,706 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PIANO | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION UTILIZES A THIRD PARTY BROKER TO IMMEDIATELY SELL DONATED SECURITIES LISTED ON SCHEDULE M PART I LINE 9. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEWED BY BOARD OF TRUSTEES. DURING THE NOVEMBER BOARD MEETING, DRAFT COPIES ARE DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW. UPON COMPLETION OF THE REVIEW, A VOTE IS THEN CALLED TO ACCEPT/ADJUST/REJECT THE FORM 990 AS PRESENTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | DURING THE MAY BOARD MEETING, THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO EACH MEMBER. DISCUSSION ENSUES AND MEMBERS SIGN OFF THAT THEY HAVE READ, UNDERSTAND, AND ADHERE TO THE PUBLISHED CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN OUTSIDE CONSULTING FIRM IS ENGAGED TO PRESENT TO THE BOARD OF TRUSTEES, HIS RECOMMENDATION REGARDING THE HEADMASTERS COMPENSATION PACKAGE. THE CONSULTING FIRM ANALYZES AND COMPARES OTHER EDUCATIONAL INSTITUTIONS OF EQUIVALENT SIZE IN DETERMINING THE LEVEL OF RECOMMENDED COMPENSATION. THIS ANALYSIS HAS BEEN COMPLETED EACH YEAR IN WHICH THE HEADMASTERS CONTRACT IS UP FOR RENEWAL. THE BOARD OF TRUSTEES EITHER ACCEPTS, REJECTS, OR MODIFIES THE RECOMMENDATION. TOP MANAGEMENT COMPENSATION IS ACCOMPLISHED IN A SIMILAR MANNER HOWEVER LESS FREQUENTLY WITH AN ANNUAL PREDETERMINED PERCENTAGE FOR INCREASES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. |
| FORM 990, PART XI, LINE 9: | DONATION FOR CAPITAL PROJECT -188,954. WRITE OFF OF CAPITAL PROJECTS -331,301. |
| FORM 990, PART XII, LINE 2C: | FORM 990, PART XI, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EHS REALTY HOLDINGS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 116 | AddressLine1 |
| City | HARDWICK | City |
| State | MA | State |
| ZIP Code | 01037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571185371 | EIN |
| Primary Activities | TO HOLD PARCELS OF PROPERTY FOR SUPPORTED ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE HILL FOUNDATION OF MA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments