EAGLE HILL FOUNDATION OF MASSACHUSETTS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EAGLE HILL FOUNDATION OF MASSACHUSETTS INC (EIN 04-2761985)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201313189349305106
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T14:28:07-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042571780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042761985 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE HILL FOUNDATION OF MASSACHUSETTSINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAGL | NameControl |
| Phone | 4134776000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER J MCDONALD | Name |
| Title | HEADMASTER | Title |
| Phone | 4134776000 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS A WASHBURN | Name |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER J MCDONALD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 20064003 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.EHS1.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 160 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4285764 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2821845 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11751246 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13544508 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 347077 | InvestmentIncomePriorYear |
| Investment Income Current Year | 46061 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -167742 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16216345 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16412414 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7690524 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8594310 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 388599 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5420853 | OtherExpensePriorYear |
| Other Expenses Current Year | 5492384 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13111377 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14086694 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3104968 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2325720 | RevenuesLessExpensesCY |
| Total Assets BOY | 50432485 | TotalAssetsBOY |
| Total Assets EOY | 65403772 | TotalAssetsEOY |
| Total Liabilities BOY | 16679800 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29100222 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 33752685 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36303550 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11364334 | Expense |
| Revenue | 12740886 | Revenue |
| Description | EDUCATION SERVICES FOR THE ACADEMIC YEAR WHICH RUNS FROM SEPTEMBER TO JUNE ADMINISTERED TO 192 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 703207 | Expense |
| Revenue | 703342 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 104603 | Expense |
| Revenue | 100280 | Revenue |
| Description | 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 FOCUSES 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 12172144 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 121 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 160 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES BARKUS CONTROLLER | NamePerson |
| Telephone Number | 4134776000 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES B RICHARDSON | |||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 | |
| ALDEN BIANCHI | |||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | |
| PETER J MCDONALD | |||||||
| TRUSTEE/HEADMASTER | 60.00 | X | X | 360066 | 0 | 109956 | |
| MARILYN WALLER | |||||||
| PRESIDENT | 7.00 | X | X | 0 | 0 | 0 | |
| MAURA FITZGERALD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN M CHAPMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JEFFREY MENDELSOHN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CANDACE ALSOP | |||||||
| CLERK | 4.00 | X | X | 0 | 0 | 0 | |
| JANIE WHITNEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ARTHUR LANGHAUS | |||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | |
| JOHN GEE | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| PETER JOSEPH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ERIC FLEMMING | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAVID HOYT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DIANA MERRIAM | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| MICHAEL RIENDEAU | |||||||
| ASSISTANT HEAD OF EDUCATION | 60.00 | 128292 | 0 | 25782 | X | ||
| DANA HARBERT | |||||||
| DIRECTOR OF ADMISSIONS | 60.00 | 107805 | 0 | 35593 | X | ||
| EUGENE LABONTE | |||||||
| DIRECTOR OF FINANCE AND OPERATIONS | 60.00 | 102250 | 0 | 22181 | X | ||
| ERIN WYNNE | |||||||
| DIRECTOR OF ADVANCEMENT | 60.00 | 155631 | 0 | 35694 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 854044 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 229206 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| STANMAR INC | |||||
| 321 COMMONWEALTH ROAD SUITE 201 | WAYLAND | MA | 01778 | DESIGN / BUILDING CONTRACTOR | 10056474 |
| DW EQUIPMENT RENTALS LLC | |||||
| PO BOX 35 | WARE | MA | 01082 | CONSTRUCTION EQUIPMENT CONTRACTOR | 981478 |
| RJ MCDONALD INC | |||||
| 71 WORCESTER ROAD PO BOX 638 | BARRE | MA | 01005 | HEATING CONTRACTOR, HEATING FUEL, CRUSHE | 502595 |
| BROWN ELECTRIC COMPANY | |||||
| PO BOX 215 | NORTH BROOKFIELD | MA | 01535 | ELECTRICAL CONTRACTOR | 336925 |
| BENNETT BUILDING CORPORATION | |||||
| 12 MAIN STREET | LEOMINSTER | MA | 01453 | BUILDING MANUFACTURER | 161679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 169674 | GovernmentGrants |
| All Other Contributions | 2652171 | AllOtherContributions |
| Noncash Contributions | 465410 | NoncashContributions |
| Total Contributions | 2821845 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 13236086 | 13236086 |
| OTHER | 900099 | 308422 | 308422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13544508 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 228619 | TotalRevenueColumn |
| Exclusion | $228,619 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3067903 | Securities |
| Other | 401128 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2866844 | Securities |
| Other | 784745 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 201059 | Securities |
| Other | -383617 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -182558 | TotalRevenueColumn |
| Exclusion | -$182,558 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16412414 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13544508 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $46,061 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498940 | Total |
| Program Services | 386096 | ProgramServices |
| Management And General | 62951 | ManagementAndGeneral |
| Fundraising | 49893 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6274169 | Total |
| Program Services | 5750211 | ProgramServices |
| Management And General | 337849 | ManagementAndGeneral |
| Fundraising | 186109 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419969 | Total |
| Program Services | 284810 | ProgramServices |
| Management And General | 99955 | ManagementAndGeneral |
| Fundraising | 35204 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 940462 | Total |
| Program Services | 893951 | ProgramServices |
| Management And General | 23556 | ManagementAndGeneral |
| Fundraising | 22955 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460770 | Total |
| Program Services | 428046 | ProgramServices |
| Management And General | 16373 | ManagementAndGeneral |
| Fundraising | 16351 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15537 | Total |
| Management And General | 15537 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31369 | Total |
| Management And General | 31369 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183024 | Total |
| Program Services | 51972 | ProgramServices |
| Management And General | 122029 | ManagementAndGeneral |
| Fundraising | 9023 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100726 | Total |
| Program Services | 90484 | ProgramServices |
| Management And General | 10242 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 569879 | Total |
| Program Services | 141802 | ProgramServices |
| Management And General | 404107 | ManagementAndGeneral |
| Fundraising | 23970 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1351372 | Total |
| Program Services | 1301603 | ProgramServices |
| Management And General | 48293 | ManagementAndGeneral |
| Fundraising | 1476 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121960 | Total |
| Program Services | 40119 | ProgramServices |
| Management And General | 67908 | ManagementAndGeneral |
| Fundraising | 13933 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315249 | Total |
| Program Services | 313997 | ProgramServices |
| Fundraising | 1252 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1218602 | Total |
| Program Services | 1182604 | ProgramServices |
| Management And General | 31717 | ManagementAndGeneral |
| Fundraising | 4281 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119867 | Total |
| Program Services | 78701 | ProgramServices |
| Management And General | 41166 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD SERVICE | 615909 | 615909 | ||
| EDUCATIONAL SUPPLIES | 187507 | 187507 | ||
| MISCELLANEOUS | 178682 | 8744 | 146362 | 23576 |
| PERFORMING ARTS CENTER | 164764 | 164764 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317937 | Total |
| Program Services | 250824 | ProgramServices |
| Management And General | 66537 | ManagementAndGeneral |
| Fundraising | 576 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14086694 | Total |
| Program Services | 12172144 | ProgramServices |
| Management And General | 1525951 | ManagementAndGeneral |
| Fundraising | 388599 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5009305 | BOY |
| EOY | 3220199 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4003552 | BOY |
| EOY | 7418894 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980565 | BOY |
| EOY | 883181 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225000 | BOY |
| EOY | 200000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111422 | BOY |
| EOY | 112697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40342132 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9995099 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29756055 | BOY |
| EOY | 30347033 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5693274 | BOY |
| EOY | 5824274 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4653312 | BOY |
| EOY | 17397494 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50432485 | BOY |
| EOY | 65403772 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1332422 | BOY |
| EOY | 1872128 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4322965 | BOY |
| EOY | 4731800 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11024413 | BOY |
| EOY | 22496294 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16679800 | BOY |
| EOY | 29100222 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31778609 | BOY |
| EOY | 34207335 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1554856 | BOY |
| EOY | 1667995 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419220 | BOY |
| EOY | 428220 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33752685 | BOY |
| EOY | 36303550 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50432485 | BOY |
| EOY | 65403772 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2325720 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 225145 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2674268 | BeginningOfYearBalance |
| Contributions | 9000 | Contributions |
| Investment Earnings Or Losses | 327934 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3011202 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2700486 | BeginningOfYearBalance |
| Contributions | 9000 | Contributions |
| Investment Earnings Or Losses | -35218 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2674268 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2221061 | BeginningOfYearBalance |
| Contributions | 9000 | Contributions |
| Investment Earnings Or Losses | 470425 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2700486 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1957146 | BeginningOfYearBalance |
| Contributions | 9000 | Contributions |
| Investment Earnings Or Losses | 254915 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2221061 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2419005 | BeginningOfYearBalance |
| Contributions | 9000 | Contributions |
| Investment Earnings Or Losses | -470859 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1957146 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.73300 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1416845 | OtherCostOrOtherBasis |
| Book Value | 1416845 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34168713 | OtherCostOrOtherBasis |
| Depreciation | 7263693 | Depreciation |
| Book Value | 26905020 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2478390 | OtherCostOrOtherBasis |
| Depreciation | 1785056 | Depreciation |
| Book Value | 693334 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2278184 | OtherCostOrOtherBasis |
| Depreciation | 946350 | Depreciation |
| Book Value | 1331834 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 30347033 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER RECEIVABLES | 95935 |
| PROJECTS UNDER DEVELOPMENT | 16006166 |
| FINANCING COSTS, NET | 132259 |
| BENEFICIAL INTEREST IN REMAINDER TRUST | 1163134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 17397494 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 16637559 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 225145 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 225145 | RevenueNotRptdF990 |
| Revenue Subtotal | 16412414 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16412414 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14086694 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14086694 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14086694 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE SCHOOL FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE SCHOOL TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2013, THE SCHOOL DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE SCHOOL DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. INCOME TAX RETURNS FILED FOR THE PREVIOUS THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND MASSACHUSETTS. |
| 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 | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | 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. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVED $169,674 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 | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER J MCDONALD | ||||||||||||||
| TRUSTEE/HEADMASTER | 237833 | 0 | 50000 | 0 | 72233 | 0 | 87000 | 0 | 22956 | 0 | 470022 | 0 | 0 | 0 |
| MICHAEL RIENDEAU | ||||||||||||||
| ASSISTANT HEAD OF EDUCATION | 128292 | 0 | 0 | 0 | 0 | 0 | 17370 | 0 | 8412 | 0 | 154074 | 0 | 0 | 0 |
| ERIN WYNNE | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | 155631 | 0 | 0 | 0 | 0 | 0 | 14018 | 0 | 21676 | 0 | 191325 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012 REVENUE BOND | |||||||
| A | 043217458 | 2012-01-19 | 9000000 | BOND REFINANCE | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012 REVENUE BOND | |||||||
| B | 043217458 | 2012-01-19 | 15000000 | CONSTRUCTION OF ATHLETIC AND FITNESS FACILITY | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 266497 | 9000000 | 9000000 | 2012 | 1 | 0 | 1 | 1 | ||
| B | 15000000 | 2013 | 0 | 0 | 0 | 0 | 13762791 | 1237209 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PETER J MCDONALD | NamePerson |
| Relationship With Organization | HEADMASTER | RelationshipWithOrganization |
| Purpose Of Loan | REAL ESTATE PURCHASE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $400,000 | OriginalPrincipalAmount |
| Balance Due | 200000 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 200000 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 433580 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | OTHER | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 31830 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE FOUNDATION UTILIZES A THIRD PARTY BROKER TO IMMEDIATELY SELL DONATED SECURITIES LISTED ON SCHEDULE M PART I LINE 9. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 XII LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE FINAL SELECTION OF THE INDEPENDENT ACCOUNTANT. ANNUALLY, AFTER THE AUDIT HAS BEEN PRESENTED BY THE INDEPENDENT ACCOUNTANT TO THE BOARD OF TRUSTEES, RECOMMEND, WITH INPUT FROM THE HEADMASTER AND CHIEF FINANCIAL OFFICER, THE PROPOSED INDEPENDENT ACCOUNTANT FOR THE FORTHCOMING YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EHS REALTY HOLDINGS INC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) | PublicCharityStatus |
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 Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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