EAGLE HILL FOUNDATION OF MASSACHUSETTS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EAGLE HILL FOUNDATION OF MASSACHUSETTS INC (EIN 04-2761985)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-03
- IRS object ID
- 202510629349301211
- Schema version
- 2023v6.0
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-03T08:27:12-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | MASSACHUSETTSINC | BusinessNameLine2Txt |
| 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 | AddressLine1Txt |
| City | HARDWICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVE ANNUNZIATA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4134776000 | PhoneNum |
| Signature | 2025-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES J WEBB CPA | PreparerPersonNm |
| PTIN | P01584539 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2025-02-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVE ANNUNZIATA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 OLD PETERSHAM RD | AddressLine1Txt |
| City | HARDWICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,231,235 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EAGLEHILL.SCHOOL | 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 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 | 15 | VotingMembersIndependentCnt |
| Total Employee | 203 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,877,697 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,153,737 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,728,770 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,974,014 | CYProgramServiceRevenueAmt |
| PY Investment Income | $989,221 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,196,274 | CYInvestmentIncomeAmt |
| PY Other Revenue | $204,505 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $26,800,193 | PYTotalRevenueAmt |
| CY Total Revenue | $24,324,025 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,092,879 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,263,464 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,529,203 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,786,945 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $788,060 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,612,333 | PYOtherExpensesAmt |
| CY Other Expenses | $8,553,337 | CYOtherExpensesAmt |
| PY Total Expenses | $21,234,415 | PYTotalExpensesAmt |
| CY Total Expenses | $22,603,746 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,565,778 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,720,279 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $102,861,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,448,988 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,748,739 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,664,152 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,112,847 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,784,836 | 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 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 | $19,346,204 | ExpenseAmt |
| Grant | $1,154,429 | GrantAmt |
| Revenue | $19,901,881 | RevenueAmt |
| Desc | EDUCATION SERVICES FOR THE ACADEMIC YEAR WHICH RUNS FROM SEPTEMBER TO JUNE. OVER THE COURSE OF THE ACADEMIC YEAR SERVICES WERE ADMINISTERED TO APPROXIMATELY 200 RESIDENTIAL AND 20 DAY STUDENTS. 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 | $546,126 | ExpenseAmt |
| Grant | $109,035 | GrantAmt |
| Revenue | $1,072,133 | RevenueAmt |
| Desc | EDUCATION SERVICES FOR SUMMER SCHOOL STUDENTS RUNS FIVE WEEKS BEGINNING IN JULY ACCOMMODATING APPROXIMATELY 90 RESIDENTIAL AND 5 DAY 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. THE SUMMER SESSION IS A ALSO A GREAT WAY FOR NEW STUDENTS ENTERING EHS IN SEPTEMBER TO BECOME ACQUAINTED WITH THEIR PEERS AND FACULTY. THE CLASS SIZE IS KEPT AS SMALL AS IT IS DURING THE ACADEMIC YEAR, WITH AN AVERAGE CLASSROOM RATIO OF SIX 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 CAN FOCUS ON INDIVIDUAL STUDENT SKILLS, INTERESTS, AND TALENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,892,330 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 203 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ANNUNZIATA CFO | PersonNm |
| Phone | 4134776000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 OLD PETERSHAM ROAD | AddressLine1Txt |
| City | HARDWICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 |
|---|---|---|---|---|---|---|---|
| ERIN WYNNE | |||||||
| HEAD OF SCHOOL | 60.00 | Yes (X) | Yes (X) | $315,532 | $0 | $96,325 | |
| PETER J MCDONALD | |||||||
| FORMER HEAD OF SCHOOL | 60.00 | Yes (X) | $270,243 | $0 | $25,537 | ||
| MICHAEL RIENDEAU | |||||||
| ASSISTANT HEAD OF SCHOOL FOR ACADEMIC AFFAIRS | 60.00 | $218,250 | $0 | $34,478 | Yes (X) | ||
| DANA HARBERT | |||||||
| DIRECTOR OF ADMISSIONS | 60.00 | $173,993 | $0 | $40,282 | Yes (X) | ||
| JASON PRYZPEK | |||||||
| IB PROG. DIR. & INTERIM WEEKEND DIR. | 60.00 | $166,662 | $0 | $31,347 | Yes (X) | ||
| FREDERICK MACDONALD | |||||||
| DIRECTOR OF DEVELOPMENT | 60.00 | $162,455 | $0 | $24,079 | Yes (X) | ||
| DAVID ANNUNZIATA | |||||||
| CFO & COO | 60.00 | Yes (X) | $135,748 | $0 | $22,147 | ||
| JARED GEARY | |||||||
| DIR. OF COLLEGE COUNSELING | 60.00 | $126,420 | $0 | $21,230 | Yes (X) | ||
| MARILYN WALLER | |||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIK FLEMING | |||||||
| VICE CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER JOSEPH | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CANDACE ALSOP | |||||||
| CLERK | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANA MERRIAM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HOYT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH CALLAHAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM KENNARD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MOREIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SYDNEY FISHER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ARCHIPLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MARVIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFEREY GERSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE JUDGE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALDEN BIANCHI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,569,303 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $295,425 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE HOME STORE | |||||
| PO BOX 300 | WHATELY | MA | 01093 | MODULAR HOME COMPANY | $1,751,046 |
| DAVID G ROACH & SONS INC | |||||
| PO BOX 359 | S BARRE | MA | 01074 | EXCAVATION FOR MODULAR HOMES | $841,271 |
| E & R LAUNDRY & DRY CLEANERS | |||||
| 80 ROSS AVE | MANCHESTER | NH | 03103 | STUDENT LAUNDRY SERVICES | $324,466 |
| JJ BAFARO INC | |||||
| PO BOX 943 | WORCESTER | MA | 01613 | HEATING/COOLING WORK | $141,137 |
| B E C BROWN ELECTRIC CORP | |||||
| PO BOX 215 | NORTH BROOKFIELD | MA | 01535 | ELECTRICAL SERVICES | $118,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $77,123 | GovernmentGrantsAmt |
| All Other Contributions | $2,076,614 | AllOtherContributionsAmt |
| Noncash Contributions | $118,736 | NoncashContributionsAmt |
| Total Contributions | $2,153,737 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $20,402,777 | $20,402,777 |
| OTHER | 611110 | $571,237 | $571,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,974,014 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,493,253 | TotalRevenueColumnAmt |
| Exclusion | $1,493,253 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,610,231 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,907,210 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$296,979 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$296,979 | TotalRevenueColumnAmt |
| Exclusion | -$296,979 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,324,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,974,014 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,196,274 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,253,464 | TotalAmt |
| Program Services | $1,253,464 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,589 | TotalAmt |
| Program Services | $365,205 | ProgramServicesAmt |
| Management And General | $277,618 | ManagementAndGeneralAmt |
| Fundraising | $81,766 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,384,180 | TotalAmt |
| Program Services | $8,846,839 | ProgramServicesAmt |
| Management And General | $153,311 | ManagementAndGeneralAmt |
| Fundraising | $384,030 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,942 | TotalAmt |
| Program Services | $442,236 | ProgramServicesAmt |
| Management And General | $60,820 | ManagementAndGeneralAmt |
| Fundraising | $18,886 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,478,613 | TotalAmt |
| Program Services | $1,430,179 | ProgramServicesAmt |
| Fundraising | $48,434 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,621 | TotalAmt |
| Program Services | $616,421 | ProgramServicesAmt |
| Management And General | $29,929 | ManagementAndGeneralAmt |
| Fundraising | $31,271 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,245 | TotalAmt |
| Management And General | $249,245 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,800 | TotalAmt |
| Management And General | $55,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,027 | TotalAmt |
| Management And General | $92,027 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,876 | TotalAmt |
| Program Services | $30,785 | ProgramServicesAmt |
| Management And General | $125,948 | ManagementAndGeneralAmt |
| Fundraising | $13,143 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,926 | TotalAmt |
| Program Services | $121,316 | ProgramServicesAmt |
| Management And General | $4,291 | ManagementAndGeneralAmt |
| Fundraising | $51,319 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,926 | TotalAmt |
| Program Services | $308,643 | ProgramServicesAmt |
| Management And General | $508,696 | ManagementAndGeneralAmt |
| Fundraising | $19,587 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,309,871 | TotalAmt |
| Program Services | $2,216,341 | ProgramServicesAmt |
| Management And General | $48,790 | ManagementAndGeneralAmt |
| Fundraising | $44,740 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,556 | TotalAmt |
| Program Services | $168,718 | ProgramServicesAmt |
| Management And General | $3,337 | ManagementAndGeneralAmt |
| Fundraising | $30,501 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,417,715 | TotalAmt |
| Program Services | $2,345,187 | ProgramServicesAmt |
| Management And General | $24,174 | ManagementAndGeneralAmt |
| Fundraising | $48,354 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,581 | TotalAmt |
| Program Services | $240,197 | ProgramServicesAmt |
| Management And General | $9,808 | ManagementAndGeneralAmt |
| Fundraising | $4,576 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $877,888 | $877,784 | $104 | |
| STUDENT ACTIVITIES | $332,532 | $270,810 | $61,722 | |
| MISCELLANEOUS | $267,033 | $39,397 | $216,183 | $11,453 |
| EDUCATIONAL SUPPLIES | $228,592 | $227,039 | $1,553 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,769 | TotalAmt |
| Program Services | $81,769 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,603,746 | TotalAmt |
| Program Services | $19,892,330 | ProgramServicesAmt |
| Management And General | $1,923,356 | ManagementAndGeneralAmt |
| Fundraising | $788,060 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $985,913 | BOYAmt |
| EOY | $2,903,004 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,742,367 | BOYAmt |
| EOY | $19,556,327 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,382,249 | BOYAmt |
| EOY | $3,351,939 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,615 | BOYAmt |
| EOY | $94,432 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,000 | BOYAmt |
| EOY | $400,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,360 | BOYAmt |
| EOY | $540,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,119,656 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,578,850 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,951,934 | BOYAmt |
| EOY | $58,540,806 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,905,135 | BOYAmt |
| EOY | $19,987,290 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,692 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,321 | BOYAmt |
| EOY | $74,879 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,861,586 | BOYAmt |
| EOY | $105,448,988 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,619 | BOYAmt |
| EOY | $1,173,707 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,543,890 | BOYAmt |
| EOY | $7,234,329 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,137,230 | BOYAmt |
| EOY | $15,256,116 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,748,739 | BOYAmt |
| EOY | $23,664,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,592,855 | BOYAmt |
| EOY | $63,725,648 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,519,992 | BOYAmt |
| EOY | $18,059,188 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,112,847 | BOYAmt |
| EOY | $81,784,836 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,861,586 | BOYAmt |
| EOY | $105,448,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,720,279 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,951,710 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $18,684,175 | BeginningYearBalanceAmt |
| Contributions | $216,896 | ContributionsAmt |
| Investment Earnings Or Losses | $2,049,558 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $547,966 | OtherExpendituresAmt |
| End Year Balance | $20,402,663 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,579,749 | BeginningYearBalanceAmt |
| Contributions | $724,700 | ContributionsAmt |
| Investment Earnings Or Losses | $1,756,275 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $376,549 | OtherExpendituresAmt |
| End Year Balance | $18,684,175 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,897,989 | BeginningYearBalanceAmt |
| Contributions | $947,606 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,949,681 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $316,165 | OtherExpendituresAmt |
| End Year Balance | $16,579,749 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,661,797 | BeginningYearBalanceAmt |
| Contributions | $5,876,939 | ContributionsAmt |
| Investment Earnings Or Losses | $2,629,295 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $270,042 | OtherExpendituresAmt |
| End Year Balance | $17,897,989 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,825,848 | BeginningYearBalanceAmt |
| Contributions | $1,222,240 | ContributionsAmt |
| Investment Earnings Or Losses | -$140,149 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $246,142 | OtherExpendituresAmt |
| End Year Balance | $9,661,797 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16500 | 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 | $4,537,628 | OtherCostOrOtherBasisAmt |
| Book Value | $4,537,628 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,422,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,939,171 | DepreciationAmt |
| Book Value | $47,483,276 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,790,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,823,332 | DepreciationAmt |
| Book Value | $967,317 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,368,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,816,347 | DepreciationAmt |
| Book Value | $5,552,585 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,540,806 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,920,244 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,951,710 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,951,710 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,968,534 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $92,027 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,263,464 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,355,491 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,324,025 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,248,255 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,248,255 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $92,027 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,263,464 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,355,491 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,603,746 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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 FINANCIAL STATEMENTS AT JUNE 30, 2024. 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. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO STUDENTS 1,263,464. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO STUDENTS 1,263,464. |
| 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 NONDISCRIMINATION POLICY THROUGH NEWSPAPER OR BROADCAST MEDIA; HOWEVER OUR MEMBERSHIP IN AISNE, NEASC, NBOA, AND OTHERS DOES PUBLISH A RACIALLY NONDISCRIMINATORY POLICY IN NEWSPAPERS THROUGHOUT THE US ON BEHALF OF ITS MEMBERS. THE SCHOOL ENROLLS ONLY LEARNING DISABLED STUDENTS, REGARDLESS OF RACE. GENERALLY 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 $77,123 FROM MASSACHUSETTS DEPARTMENT OF EDUCATION - BUREAU OF NUTRITION FOR REIMBURSEMENT OF MEALS PROVIDED TO STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS & FINANCIAL AID | TypeOfAssistanceTxt |
| Region | BERMUDA | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Non Cash Assistance | $10,000 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | REDUCTION OF TUITION FEES | DescriptionOfNonCashAsstTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL ASSISTANCE PROVIDED TO STUDENTS ARE MONITORED AND APPROVED BY THE MANAGEMENT OF THE SCHOOL. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS & FINANCIAL AID | GrantTypeTxt |
| Recipient | 46 | RecipientCnt |
| Cash Grant | $1,253,464 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SCHOLARSHIPS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL ASSISTANCE PROVIDED TO STUDENTS IS EITHER FINANCIAL AID OR PROCEEDS FROM A SCHOLARSHIP. FINANCIAL AID AND SCHOLARSHIPS ARE AWARDED BASED ON FINANCIAL NEED, MERIT AND ANY GUIDELINES PARTICULAR TO A SCHOLARSHIP. THESE ASSISTANCE PROGRAMS ARE MONITORED AND APPROVED BY THE MANAGEMENT OF THE SCHOOL. | ExplanationTxt |
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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIN WYNNE | ||||||||||||||
| HEAD OF SCHOOL | $260,032 | $0 | $6,000 | $0 | $49,500 | $0 | $37,585 | $0 | $58,740 | $0 | $411,857 | $0 | $16,500 | $0 |
| PETER J MCDONALD | ||||||||||||||
| FORMER HEAD OF SCHOOL | $269,243 | $0 | $1,000 | $0 | $0 | $0 | $21,971 | $0 | $3,566 | $0 | $295,780 | $0 | $0 | $0 |
| MICHAEL RIENDEAU | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL FOR ACADEMI | $212,250 | $0 | $6,000 | $0 | $0 | $0 | $24,750 | $0 | $9,728 | $0 | $252,728 | $0 | $0 | $0 |
| DANA HARBERT | ||||||||||||||
| DIRECTOR OF ADMISSIONS | $168,993 | $0 | $5,000 | $0 | $0 | $0 | $18,312 | $0 | $21,970 | $0 | $214,275 | $0 | $0 | $0 |
| JASON PRYZPEK | ||||||||||||||
| IB PROG. DIR. & INTERIM WEEKEND DIR. | $166,662 | $0 | $0 | $0 | $0 | $0 | $13,736 | $0 | $17,611 | $0 | $198,009 | $0 | $0 | $0 |
| FREDERICK MACDONALD | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $157,455 | $0 | $5,000 | $0 | $0 | $0 | $13,984 | $0 | $10,095 | $0 | $186,534 | $0 | $0 | $0 |
| DAVID ANNUNZIATA | ||||||||||||||
| CFO & COO | $130,748 | $0 | $5,000 | $0 | $0 | $0 | $12,052 | $0 | $10,095 | $0 | $157,895 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE FOLLOWING EMPLOYEES RESIDE IN SCHOOL HOUSING. THE VALUE OF THE HOUSING IS REPORTED AS A NON TAXABLE BENEFIT. ERIN WYNNE, HEAD OF SCHOOL JASON PRZYPEK, IB PROGRAM DIRECTOR AND INTERIM WEEKEND DIRECTOR DANA HARBERT, DIRECTOR OF ADMISSIONS |
| PART I, LINE 4B | THE HEAD OF SCHOOL PARTICIPATES IN A IRC SECTION 457(F) PLAN. BENIFTS PAID FROM THE PLAN WERE $0 FOR CALENDAR YEAR 2023 AND FISCAL YEAR 2024. BENEFITS ACCRUED UNDER THE PLAN WERE $0 FOR CALENDAR YEAR 2023 AND $16,500 FOR FISCAL YEAR 2024. THIS IS RELATED TO ERIN WYNNE; NO ACTIVITY FOR PETER MCDONALD. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY SERIES 2012 REVENUE BOND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043422680 | BondIssuerEIN |
| Bond Issued | 2020-02-26 | BondIssuedDt |
| Issue Price | $19,038,977 | IssuePriceAmt |
| Purpose | BOND REFINANCE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,681,321 | RetiredAmt |
| Total Proceeds | $19,038,977 | TotalProceedsAmt |
| Other Spent Proceeds | $19,038,977 | OtherSpentProceedsAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER J MCDONALD | PersonNm |
| Relationship With Org | FORMER HEAD OF SCHOOL | RelationshipWithOrgTxt |
| Loan Purpose | REAL ESTATE PURCHASE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $400,000 | OriginalPrincipalAmt |
| Balance Due | $400,000 | 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 | $400,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN MCDONALD | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER HEAD OF SCHOOL'S WIDOW | RelationshipDescriptionTxt |
| Transaction | $240,455 | TransactionAmt |
| Transaction | SALARY CONTINUATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $118,736 | 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 | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEWED BY BOARD OF TRUSTEES. DRAFT COPIES ARE DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW IN ADVANCE OF THE NOVEMBER BOARD MEETING. THE DRAFTS ARE FURTHER REVIEWED DURING THE NOVEMBER BOARD MEETING, AND 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 FINAL BOARD MEETING OF THE FISCAL YEAR, THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO EACH MEMBER. MEMBERS SIGN OFF THAT THEY HAVE READ, UNDERSTAND, AND ADHERE TO THE PUBLISHED CONFLICT OF INTEREST POLICY. THROUGHOUT THE YEAR, ANY ISSUE THAT MAY RESULT IN A CONFLICT OF INTEREST IS BROUGHT BEFORE THE BOARD OF TRUSTEES AT THE NEXTSCHEDULED MEETING; OR IF NECESSARY BY TELEPHONE CONFERENCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN OUTSIDE CONSULTING FIRM IS ENGAGED TO PRESENT TO THE BOARD OF TRUSTEES, THEIR RECOMMENDATION REGARDING THE HEAD OF SCHOOL'S 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 HEAD OF SCHOOL'S 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 AS DIRECTED BY HEAD OF SCHOOL, 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: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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