2013-05-08T11:30:27-05:00 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 060669111 THE CONNECTICUT INSTITUTE FOR THE BLIND CONN 8602422274 120 HOLCOMB STREET HARTFORD CT 061121589 PATRICK JOHNSON 8602422274 2013-05-08 1 REED RISTEEN P00241102 8605614000 2011 2016-02-25 16:41:14Z OAK HILL PATRICK JOHNSON JR 120 HOLCOMB STREET HARTFORD CT 061121589 80106419 0 X WWW.CIBOAKHILL.ORG X 1893 CT OAK HILL ENHANCES INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS, BY SETTING THE STANDARD IN PROVIDING INNOVATIVE SOLUTIONS, PROGRAM EXCELLENCE, SERVICES AND ADVOCACY. OAK HILL EMPLOYS 1,200 STAFF LOCATED IN 115 SITES INCLUDING 1) COMMUNITY BASED RESIDENTIAL, EDUCATION, DAY AND CAMP PROGRAMS FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES; 2) HOUSING, TRAINING AND EMPLOYMENT FOR BLIND ADULTS; 3) THE OAK HILL CENTER FOR RELATIONSHIP & SEXUALITY EDUCATION PROMOTING SAFE AND HEALTHY RELATIONS FOR PEOPLE WITH DEVELOPMENTATL DISABILITIES; 4) THE NEW ENGLAND ASSISTIVE TECHNOLOGY (NEAT) MARKETPLACE, BRINGING PEOPLE WITH DISABILITIES TOGETHER WITH EQUIPMENT THAT ENHANCES THEIR INDEPENDENCE. OVER 600 CHILDREN AND ADULTS ARE SERVED BY OAK HILL THROUGH THE FIRST THREE PROGRAMS LOCATED IN 59 TOWNS. 19 19 1411 0 7320 980 12708204 4780811 72101346 73532120 1402262 1520806 2640 -5552 86214452 79828185 572058 292211 0 0 61284500 61347126 0 0 389712 15300324 15400062 77156882 77039399 9057570 2788786 75414488 78931756 16504213 18116444 58910275 60815312 X OAK HILL ENHANCES INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS, BY SETTING THE STANDARD IN PROVIDING INNOVATIVE SOLUTIONS, PROGRAM EXCELLENCE, SERVICES AND ADVOCACY. 0 0 50637661 56311955 RESIDENTIAL GROUP HOME PROGRAM: OPERATED 78 GROUP HOMES IN CONNECTICUT PROVIDING LIVING OPTIONS IN THE LEAST RESTRICTIVE ENVORONMENT FOR APPROXIMATELY 356 ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 7505300 7653468 DAY PROGRAMS: PROVIDED DAY SERVICES INCLUDING SUPPORTED EMPLOYMENT AND VOLUNTEER OPPORTUNITIES FOR APPROXIMATELY 265 ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 6930006 8506948 OAK HILL SCHOOL: PROVIDED EDUCATIONAL AND RESIDENTIAL SERVICES TO APPROXIMATELY 83 CHILDREN WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 3248181 1059749 ALL OTHER PROGRAM SERVICES INCLUDING NEAT (NEW ENGLAND ASSISTIVE TECHNOLOGY), BIRTH TO THREE, CENTER FOR RELATIONSHIPS AND SEXUALITY, CAMP HARKNESS AND BLIND SUPPORT SERVICES 3248181 1059749 68321148 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 0 1 84 0 1411 1 1 1 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 FRANK SZILAGYI 0.50 X X 0 0 0 MARY ANN HANLEY 0.50 X X 0 0 0 ROBERT ELLIS 0.50 X X 0 0 0 CHARLES BUNNELL 0.50 X 0 0 0 BRENDAN FOX 0.50 X 0 0 0 CHRISTOPHER CLOUD 0.50 X 0 0 0 ELLIOT GINSBERG 0.50 X 0 0 0 DAVID HADDEN 0.50 X 0 0 0 KEN SPERLING 0.50 X 0 0 0 CHRISTOPHER HANLON 0.50 X 0 0 0 JANICE HARRIS 0.50 X 0 0 0 JERALD HASSETT 0.50 X 0 0 0 JAMES LINK 0.50 X 0 0 0 SPENCER CAIN 0.50 X 0 0 0 KENYA RUTLAND 0.50 X 0 0 0 JAMES MANAFORT 0.50 X 0 0 0 ROBERT SHEA 0.50 X 0 0 0 RALPH WENTWORTH 0.50 X 0 0 0 HENRY ZACHS 0.50 X 0 0 0 PATRICK J JOHNSON JR 40.00 X 199344 0 24673 JAMES T JONES 40.00 X 136056 0 21584 GAYLE WINTJEN 40.00 X 105676 0 24425 STANLEY F SOBY 40.00 X 132280 0 5239 KJELL TOLLEFSEN 40.00 X 124491 0 6658 697847 0 82579 5 0 1 0 NURSE SPAN 16 YALE STREET WEST HARTFORD CT 06110 TEMPORARY HELP 368513 ADVANCED STAFFING ASSOCIATES LLC 55 WHITING STREET 1B PLAINVILLE CT 06062 TEMPORARY HELP 192840 2 62043 3534834 1183934 736183 4780811 GROUP HOME SERVICE 623990 56311955 56311955 OAK HILL SCHOOL 611710 8506948 8506948 ADULT DAY PROGRAM 624310 7653468 7653468 BLIND SUPPORT SERVICES 900099 1059749 1059749 73532120 1520996 1520996 7320 0 7320 7320 7320 147534 147724 -190 -190 -190 15769 62043 28641 -12872 -12872 101869 101869 0 79828185 73532120 7320 1507934 232098 232098 60113 60113 1002254 179353 822901 44724784 41596650 2943792 184342 1432444 1332256 94284 5904 10700158 9951182 705105 43871 3487486 3243362 229825 14299 176705 176705 82597 82597 56101 56101 78057 8541 28563 40953 574996 289999 255849 29148 267969 7329 253974 6666 5263442 4403510 821631 38301 83113 34349 45463 3301 175190 175190 1837037 1312994 523987 56 303541 146200 157341 TRANSPORTATION COSTS 3508044 3035931 471468 645 PURCHASED SERVICES 1238243 1043261 177271 17711 RATES AND OTHER ADJUSTM 776248 411113 365135 DAY PROGRAM EXPENSE 313006 313006 665773 544711 116547 4515 77039399 68321148 8328539 389712 14388905 17425203 18545 167059 5650680 5024819 54000 39506 230440 310501 44406413 21705317 20924597 22701096 34147321 33263572 75414488 78931756 10682717 11064064 5821496 7052380 16504213 18116444 X 20691136 23375024 4071819 4176718 34147320 33263570 58910275 60815312 75414488 78931756 X 2788786 -883749 X 0 1 1 X 0 X 4466837 4474754 4257111 4885952 4780811 22865465 4466837 4474754 4257111 4885952 4780811 22865465 22865465 1742616 1651677 1344268 1403975 1520996 7663532 -6145 -9195 -18723 -4680 -12872 -51615 30477382 360151428 0.75020 0.69070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56258 56258 76983141 77039399 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 64848 60077 58518 56258 239701 250000 250000 250000 250000 1000000 1500000 3744510 3744510 26879689 14141952 12737737 1884350 1256574 627776 11598382 6126328 5472054 299482 180463 119019 22701096 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 33263572 F 33263572 79828185 77039399 2788786 -883749 -883749 1905037 GOLF TOURNAMENT 77812 62043 15769 4652 230 23488 271 77812 62043 15769 4652 230 23488 271 28641 -12872 0 CONNECTICUT INSTITUTE FOR THE BLIND 120 HOLCOMB STREET HARTFORD CT 06112 223319897 501(C)3 232098 SUPPORT PROGRAMS 1 COCCOMO SCHOLARSHIP - EDUCATION 1 5000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 199344 0 0 0 0 0 0 0 24673 0 224017 0 0 0 JAMES T JONES 136056 0 0 0 0 0 0 0 21584 0 157640 0 0 0 X 3 648808 APPRAISAL X ADAPTIVE EQUIPMENT 831 87375 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -883,749. 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 1 1 0 0 0 0 0 0 CONNECTICUT INSTITUTE FOR THE BLIND (22-3319897) B 232098 OAK HILL FOUNDATION C 3285835 OAK HILL FOUNDATION K 249000 OAK HILL FOUNDATION D 515805 CONNECTICUT INSTITUTE FOR THE BLIND (22-3319897) L 207079 CONNECTICUT INSTITUTE FOR THE BLIND (22-3319897) K 98949