2013-11-14T14:28:07-06:00 2013-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2012-07-01 042761985 EAGLE HILL FOUNDATION OF MASSACHUSETTSINC EAGL 4134776000 PO BOX 116 HARDWICK MA 01037 PETER J MCDONALD 4134776000 2013-11-14 1 THOMAS A WASHBURN P00537319 5083669100 2013-11-12 2012 2016-02-25 16:41:14Z PETER J MCDONALD 242 OLD PETERSHAM RD HARDWICK MA 01037 20064003 0 X HTTP://WWW.EHS1.ORG X 1982 MA 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. 15 14 160 0 0 0 4285764 2821845 11751246 13544508 347077 46061 -167742 0 16216345 16412414 0 0 0 0 7690524 8594310 0 0 388599 5420853 5492384 13111377 14086694 3104968 2325720 50432485 65403772 16679800 29100222 33752685 36303550 X 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. 0 0 11364334 12740886 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. 703207 703342 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. 104603 100280 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. 12172144 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 121 0 1 160 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X JAMES BARKUS CONTROLLER 4134776000 242 OLD PETERSHAM ROAD HARDWICK MA 01037 JAMES B RICHARDSON 5.00 X X 0 0 0 ALDEN BIANCHI 2.00 X X 0 0 0 PETER J MCDONALD 60.00 X X 360066 0 109956 MARILYN WALLER 7.00 X X 0 0 0 MAURA FITZGERALD 2.00 X 0 0 0 STEPHEN M CHAPMAN 2.00 X 0 0 0 JEFFREY MENDELSOHN 2.00 X 0 0 0 CANDACE ALSOP 4.00 X X 0 0 0 JANIE WHITNEY 2.00 X 0 0 0 ARTHUR LANGHAUS 4.00 X X 0 0 0 JOHN GEE 4.00 X 0 0 0 PETER JOSEPH 2.00 X 0 0 0 ERIC FLEMMING 2.00 X 0 0 0 DAVID HOYT 2.00 X 0 0 0 DIANA MERRIAM 3.00 X 0 0 0 MICHAEL RIENDEAU 60.00 X 128292 0 25782 DANA HARBERT 60.00 X 107805 0 35593 EUGENE LABONTE 60.00 X 102250 0 22181 ERIN WYNNE 60.00 X 155631 0 35694 854044 0 229206 5 0 1 0 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 6 169674 2652171 465410 2821845 TUITION AND FEES 900099 13236086 13236086 OTHER 900099 308422 308422 13544508 228619 228619 3067903 401128 2866844 784745 201059 -383617 -182558 -182558 16412414 13544508 0 46061 498940 386096 62951 49893 6274169 5750211 337849 186109 419969 284810 99955 35204 940462 893951 23556 22955 460770 428046 16373 16351 15537 15537 31369 31369 183024 51972 122029 9023 100726 90484 10242 569879 141802 404107 23970 1351372 1301603 48293 1476 121960 40119 67908 13933 315249 313997 1252 1218602 1182604 31717 4281 119867 78701 41166 FOOD SERVICE 615909 615909 EDUCATIONAL SUPPLIES 187507 187507 MISCELLANEOUS 178682 8744 146362 23576 PERFORMING ARTS CENTER 164764 164764 317937 250824 66537 576 14086694 12172144 1525951 388599 5009305 3220199 4003552 7418894 980565 883181 225000 200000 111422 112697 40342132 9995099 29756055 30347033 5693274 5824274 4653312 17397494 50432485 65403772 1332422 1872128 4322965 4731800 11024413 22496294 16679800 29100222 X 31778609 34207335 1554856 1667995 419220 428220 33752685 36303550 50432485 65403772 2325720 225145 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2674268 9000 327934 3011202 2700486 9000 -35218 2674268 2221061 9000 470425 2700486 1957146 9000 254915 2221061 2419005 9000 -470859 1957146 0.73300 0.14200 0.12500 0 0 1416845 1416845 34168713 7263693 26905020 2478390 1785056 693334 2278184 946350 1331834 30347033 OTHER RECEIVABLES 95935 PROJECTS UNDER DEVELOPMENT 16006166 FINANCING COSTS, NET 132259 BENEFICIAL INTEREST IN REMAINDER TRUST 1163134 17397494 X 16637559 225145 225145 16412414 0 16412414 14086694 0 14086694 0 14086694 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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 X 1 0 X X X 0 0 0 0 0 0 0 0 0 PETER J MCDONALD 237833 0 50000 0 72233 0 87000 0 22956 0 470022 0 0 0 MICHAEL RIENDEAU 128292 0 0 0 0 0 17370 0 8412 0 154074 0 0 0 ERIN WYNNE 155631 0 0 0 0 0 14018 0 21676 0 191325 0 0 0 A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012 REVENUE BOND 043217458 2012-01-19 9000000 BOND REFINANCE 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012 REVENUE BOND 043217458 2012-01-19 15000000 CONSTRUCTION OF ATHLETIC AND FITNESS FACILITY 0 0 0 A 266497 9000000 9000000 2012 1 0 1 1 B 15000000 13762791 1237209 2013 0 0 0 0 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 A 0 0 1 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 PETER J MCDONALD HEADMASTER REAL ESTATE PURCHASE X 400000 200000 0 1 1 200000 X 1 433580 FMV X OTHER 2 31830 FMV 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE FOUNDATION UTILIZES A THIRD PARTY BROKER TO IMMEDIATELY SELL DONATED SECURITIES LISTED ON SCHEDULE M PART I LINE 9. 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. EHS REALTY HOLDINGS INC PO BOX 116 HARDWICK MA 01037 571185371 TO HOLD PARCELS OF PROPERTY FOR SUPPORTED ORGANIZATION MA 501(C)(3) 509(A)(3) EAGLE HILL FOUNDATION OF MA INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0