2012-05-10T14:39:53-05:00 2011-06-30 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2010-07-01 060669111 THE CONNECTICUT INSTITUTE FOR THE BLIND CONN 8602422274 120 HOLCOMB STREET HARTFORD CT 061121589 PATRICK JOHNSON 8602422274 2012-05-10 1 REED RISTEEN 8605614000 2010 2016-02-24 21:20:13Z OAK HILL PATRICK JOHNSON 120 HOLCOMB STREET HARTFORD CT 061121589 86495232 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 1405 0 7320 1632 4257111 12708204 71778270 72101346 1334940 1402262 -13923 2640 77356398 86214452 822866 572058 0 0 60280822 61284500 0 0 319755 14951306 15300324 76054994 77156882 1301404 9057570 61230084 75414488 15981600 16504213 45248484 58910275 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 52008115 55256963 RESIDENTIAL GROUP HOME PROGRAM: 78 GROUP HOMES IN CONNECTICUT PROVIDING LIVING OPTIONS IN THE LEAST RESTRICTIVE ENVORONMENT FOR APPROXIMATELY 356 ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 7406563 7632744 DAY PROGRAMS: PROVIDED DAY SERVICES INCLUDING SUPPORTED EMPLOYMENT AND VOLUNTEER OPPORTUNITIES FOR APPROXIMATELY 265 ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 6645611 8138286 OAK HILL SCHOOL: PROVIDED EDUCATIONAL AND RESIDENTIAL SERVICES TO APPROXIMATELY 83 CHILDREN WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES. 3129832 1073353 ALL OTHER PROGRAM SERVICES INCLUDING NEAT (NEW ENGLAND ASSISTIVE TECHNOLOGY), BIRTH TO THREE, CENTER FOR RELATIONSHIPS AND SEXUALITY, CAMP HARKNESS AND BLIND SUPPORT SERVICES 3129832 1073353 69190121 1 1 0 1 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 1405 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 ALAN DESMARAIS 0.50 X X 0 0 0 FRANK SZILAGYI 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 MARY ANN HANLEY 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 196323 0 23711 JAMES T JONES 40.00 X 134608 0 20625 GAYLE WINTJEN 40.00 X 104550 0 20084 STANLEY F SOBY 40.00 X 117638 0 17865 KJELL TOLLEFSEN 40.00 X 113071 0 13285 666190 0 95570 5 0 1 0 NURSE SPAN 16 YALE STREET WETST HARTFORD CT 06110 TEMPORARY HELP 259220 ADVANCED STAFFING ASSOCIATES LLC 55 WHITING STREET 1B PLAINVILLE CT 06062 TEMPORARY HELP 169792 2 48049 4121304 8538851 127539 12708204 GROUP HOME SERVICE 623990 55256963 55256963 OAK HILL SCHOOL 611710 8138286 8138286 ADULT DAY PROGRAM 624310 7632744 7632744 BLIND SUPPORT SERVICES 900099 1073353 1073353 72101346 1403975 1403975 7320 7320 7320 7320 140753 142466 -1713 -1713 -1713 18091 48049 22771 -4680 -4680 115543 115543 0 86214452 72101346 7320 1397582 465718 465718 106340 106340 758760 177315 581445 44597154 41296550 3114083 186521 1314912 1223753 85632 5527 11239603 10396972 795385 47246 3374071 3093514 266645 13912 78222 78222 116069 116069 55000 55000 67655 18373 27788 21494 509940 245382 245557 19001 155070 5017 149503 550 6205203 5502719 685417 17067 52487 33511 18976 184668 184668 1705699 1188604 517095 308514 147451 161063 TRANSPORTATION COSTS 3238500 2804532 433087 881 PURCHASED SERVICES 1156365 959399 190408 6558 RATE AND OTHER ADJUSTME 534845 497633 37212 DAY PROGRAM EXPENSE 403435 400162 3273 INSURANCE 0 528652 442508 85146 998 77156882 69190121 7647006 319755 10638085 14388905 26623 18545 6979641 5650680 41103 54000 392270 230440 40978295 20053698 13609263 20924597 29543099 34147321 61230084 75414488 10289720 10682717 5691880 5821496 15981600 16504213 X 11616772 20691136 4088613 4071819 29543099 34147320 45248484 58910275 61230084 75414488 X 9057570 4604221 X 0 1 1 X 0 X 3987929 4466837 4474754 4257111 4885952 22072583 3987929 4466837 4474754 4257111 4885952 22072583 22072583 3762104 1742616 1651677 1344268 1403975 9904640 17643 -6145 -9195 -18723 -4680 -21100 31956123 354485903 0.69070 0.58180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58518 58518 77392166 77450684 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 65502 64848 60077 58518 248945 250000 250000 250000 250000 1000000 1500000 3554510 3554510 25518003 12912422 12605581 1808090 1125736 682354 9840483 5864400 3976083 257209 151140 106069 20924597 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 34147321 F 34147321 86214452 77156882 9057570 4604221 4604221 13661791 GOLF TOURNAMENT 66140 48049 18091 2810 2001 17498 462 66140 48049 18091 2810 2001 17498 462 22771 -4680 0 CONNECTICUT INSTITUTE FOR THE BLIND 120 HOLCOMB STREET HARTFORD CT 06112 223319897 501(C)(3) 465718 SUPPORT PROGRAMS 1 LPN COURSES FOR EMPLOYEE 1 5350 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 196323 0 0 0 0 0 0 0 23711 0 220034 0 0 0 JAMES T JONES 134608 0 0 0 0 0 0 0 20625 0 155233 0 0 0 X ADAPTIVE EQUIPMENT 640 127539 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 GAINS ON INVESTMENTS: 4,604,221. 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 (GROUP SUBSIDIARY RETURN) B 465718 OAK HILL FOUNDATION C 3361788 OAK HILL FOUNDATION K 246000 OAK HILL FOUNDATION D 472810 CONNECTICUT INSTITUTE FOR THE BLIND (GROUP SUBSIDIARY RETURN) L 184196 CONNECTICUT INSTITUTE FOR THE BLIND (GROUP SUBSIDIARY RETURN) K 759516