2024-05-15T12:58:37-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2022-07-01 061072231 EAGLE HILL FOUNDATION INC EAGL 2036229240 45 GLENVILLE ROAD GREENWICH CT 06831 THOMAS LASLEY CHIEF FINANCIAL OFFICER 2036229240 2024-05-13 1 THOMAS LASLEY 999009999 0 LAURA J KENNEY P00202198 6177170831 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS LASLEY 45 GLENVILLE ROAD GREENWICH CT 06831 31045614 0 X WWW.EAGLEHILLSCHOOL.ORG X 1975 CT TO PROVIDE DAY AND RESIDENTIAL SPECIAL EDUCATION FOR CHILDREN WHO LEARN DIFFERENTLY. 12 12 141 100 0 0 3584658 1007672 19308632 19854623 970084 2809985 356081 351734 24219455 24024014 2915028 2633863 0 0 13319613 13701718 0 0 661512 5787194 5890203 22021835 22225784 2197620 1798230 61452800 62279130 31935640 31477171 29517160 30801959 X TO PROVIDE DAY AND RESIDENTIAL SPECIAL EDUCATION FOR CHILDREN WHO LEARN DIFFERENTLY. 0 0 17969163 2606663 19521604 EAGLE HILL SCHOOL IS A LIFE-CHANGING EXPERIENCE FOR STUDENTS AGES 5-15 WITH LANGUAGE-BASED LEARNING DIFFERENCES. THE SCHOOL OFFERS THESE STUDENTS THE OPPORTUNITY TO DEVELOP THE SELF-CONFIDENCE AND CHARACTER NECESSARY TO MEET THE CHALLENGES THEY WILL FACE IN MORE TRADITIONAL LEARNING ENVIRONMENTS. THE ACADEMIC PROGRAM IS SKILLS-BASED, RATHER THAN GRADE DRIVEN, AND INDIVIDUALIZED BASED ON THE DIAGNOSED NEEDS OF EACH STUDENT. EAGLE HILL SERVES STUDENTS WITH A NUMBER OF LEARNING DIFFERENCES INCLUDING: DYSLEXIA, DYSCALCULIA, DYSGRAPHIA, ADHD, AUDITORY PROCESSING DISORDER, AND EXECUTIVE FUNCTIONING DISORDER.TEACHERS AT EAGLE HILL ARE HIGHLY CREDENTIALED AND EXPERTLY TRAINED IN VARIOUS EDUCATIONAL METHODOLOGIES, AS NO ONE SPECIFIC METHOD IS USED TO ACHIEVE ACADEMIC SUCCESS FOR OUR STUDENTS. CLASS SIZES ARE SMALL, WITH AN AVERAGE CLASS OF SIX STUDENTS, ALLOWING TEACHERS TO BUILD A CLOSE RAPPORT WITH THEIR STUDENTS AND TAILOR EVERY LESSON TO THEIR LEARNING NEEDS. TEACHERS ARE SUPPORTED BY AN ADVISORY TEAM IN EACH SCHOOL DIVISION. THESE TEAMS INCLUDE MASTER TEACHERS, ACADEMIC ADVISORS, SPEECH AND LANGUAGE PATHOLOGISTS, AND MEMBERS OF THE PSYCHOLOGICAL SERVICES TEAM. THE EAGLE HILL CURRICULUM GOES BEYOND ACADEMICS AND STUDENTS ENJOY A WIDE VARIETY OF ATHLETICS, ACTIVITIES, AND COMMUNITY SERVICE OPPORTUNITIES.APPROXIMATELY 248 STUDENTS ATTEND - MOSTLY FROM WESTCHESTER AND FAIRFIELD COUNTIES. A FIVE-DAY RESIDENTIAL PROGRAM ALLOWS STUDENTS FROM A BROADER GEOGRAPHIC REGION TO ATTEND THE SCHOOL. THIS INCLUDES STUDENTS FROM NEW YORK CITY, BOSTON, AND EVEN INTERNATIONAL STUDENTS. 297674 27200 472593 A SUMMER PROGRAM IS AVAILABLE FOR STUDENTS WHO NEED AN EAGLE HILL EDUCATION YEAR-ROUND. THE SCHOOL'S SUMMER PROGRAM IS OPEN TO STUDENTS 5-14 WITH LANGUAGE-BASED LEARNING DIFFERENCES. 18266837 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 141 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X THOMAS LASLEY 2036229240 45 GLENVILLE ROAD GREENWICH CT 06831 PATTY MURPHY CO-CHAIR 1.00 X X 0 0 0 AMY JO FRISCHLING VICE CHAIR 1.00 X X 0 0 0 KATHERINE MATTIS SECRETARY 1.00 X X 0 0 0 THOMAS HALSCH CO-CHAIR/TREASURER 1.00 X X 0 0 0 SONJA BARTLETT TRUSTEE 1.00 X 0 0 0 DANA FIELDS TRUSTEE 1.00 X 0 0 0 BRANDON LACOFF TRUSTEE 1.00 X 0 0 0 SLOANE LEDERER TRUSTEE 1.00 X 0 0 0 ROBERT MACNAUGHTON TRUSTEE 1.00 X 0 0 0 DR SONIA SANDHU TRUSTEE 1.00 X 0 0 0 DR LYDIA SOIFER TRUSTEE 1.00 X 0 0 0 ALKA THUKRAL TRUSTEE 1.00 X 0 0 0 THOMAS CONE ASSISTANT HEAD OF SCHOOL 40.00 X 156762 0 22490 THOMAS LASLEY CHIEF FINANCIAL OFFICER 40.00 X 212388 0 47908 JAMES HEUS HEAD OF SCHOOL 40.00 X 381601 0 78899 JENNIFER HARKINS UPPER SCHOOL DIVISION HEAD 40.00 X 167438 0 69607 LISA FERRARO DIRECTOR OF DEVELOPMENT 40.00 X 201973 0 12118 LIZA JAROMBEK TEAM EDUCATIONAL COORDINATOR 40.00 X 138406 0 46225 REGINA BURKE TEACHER 40.00 X 122317 0 65851 SHARI BLOOMER LOWER SCHOOL DIVISION HEAD 40.00 X 140725 0 20969 ABIGAIL HANRAHAN TEACHER 40.00 X 141187 0 33195 SHARON MECHALEY TEACHER 40.00 X 138125 0 38473 1800922 0 435735 29 0 1 0 BROCK DINING SERVICES 257 GREAT VALLEY PARKWAY MALVERN PA 19355 FOOD SERVICE 434097 FLIKCOMPASS GROUP USA PO BOX 417632 BOSTON MA 02241 FOOD SERVICE 322675 LONG RIDGE CLEANING SERVICES LLC 61 WOODBINE ROAD STAMFORD CT 06903 CLEANING 146666 ENVIRONMENTAL DESIGN LLC 45 KENMORE LANE MILFORD CT 06831 PLAYGROUND DESIGN & CONSTRUCTION 118300 4 1007672 20423 1007672 TUITION AND FEES 611600 19382030 19382030 SUMMER SCHOOL PROGRAM 611600 472593 472593 19854623 2962729 2962729 6868856 7021600 -152744 -152744 -152744 MISCELLANEOUS RECEIPTS 611600 351734 139574 212160 351734 24024014 19994197 0 3022145 2633863 2633863 1199316 1019418 131925 47973 9413205 7827072 1229760 356373 756109 617285 100768 38056 1520373 1240326 203246 76801 812715 695048 93009 24658 17902 17902 52752 52752 67201 67201 445554 445554 439543 413171 21977 4395 676239 657125 15928 3186 322953 322953 1798496 1618646 179850 328567 308853 16428 3286 CAFETERIA AND FOOD SERV 640682 640682 OPERATIONS AND SUPPLIES 385577 340981 37163 7433 COMMUNICATION AND PUBLI 240012 156008 84004 PROVISION FOR UNCOLLECT 134536 134536 340189 254367 70475 15347 22225784 18266837 3297435 661512 1855636 2332155 426339 512518 11269451 10847106 26621 77728 46630167 19046452 28545232 27583715 17189682 18928832 2139839 1997076 61452800 62279130 1728309 1625554 15569561 15826721 11952715 11973916 2685055 2050980 31935640 31477171 X 22760171 23419490 6756989 7382469 29517160 30801959 61452800 62279130 X 1798230 -1060219 546788 X 0 1 X 1 0 X 1624217 844833 1869713 3584658 1007672 8931093 1624217 844833 1869713 3584658 1007672 8931093 454252 8476841 472695 555871 614651 731653 2962729 5337599 14268692 94140650 0.59410 0.68290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19755811 1752572 70007 21438376 22698394 -2872575 70008 19755811 18871676 4601172 352136 362864 59454 22698394 19218531 471987 75214 684786 58842 18871676 19325055 10000 707107 106754 658246 58631 19218531 0.65797 0.34202 0.00000 0 0 3035822 3035822 42244558 18316739 23927819 170582 124697 45885 1179205 605016 574189 27583715 UNFUNDED PENSION LIABILITY 2050980 2050980 20795481 -1060219 546788 -513431 21308912 67201 2647901 2715102 24024014 19510682 0 19510682 67201 2647901 2715102 22225784 PART V, LINE 4: THE INTENDED USES OF THE SCHOOL'S ENDOWMENT FUND ARE SCHOLARSHIPS, PROFESSIONAL DEVELOPMENT FOR THE FACULTY AND ENHANCING THE PROGRAM OF THE SCHOOL. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PENSION LIABILITY 634,075. LOSS ON BOND REFUNDING -87,287. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,633,863. FUNDRAISING EVENT EXPENSES 14,038. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 2,633,863. FUNDRAISING EVENT EXPENSES 14,038. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL, WHICH IS A MEMBER OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN IN ADMINISTRATION OF THEIR EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. THE SCHOOL'S POLICY FOR NONDISCRIMINATION IS PRINTED IN THE EMPLOYEE HANDBOOK AND IS INCLUDED ON THE HOMEPAGE OF THE SCHOOL'S WEBSITE. THE POLICY OF NONDISCRIMINATION IS PUBLICIZED THROUGH DIGITAL ADVERTISING ON FACEBOOK AND GOOGLE TARGETING HOUESHOLDS WITH CHILDREN IN A 40 MILE RADIUS OF THE SCHOOL. SCHEDULE E, PART I, LINE 6 EAGLE HILL SCHOOL RECEIVED TITLE II FUNDS FROM THE STATE OF CT. 1 0 0 SCHOLARSHIPS 60 2633863 0 N/A N/A PART I, LINE 2: THE ORGANIZATION USES A THIRD PARTY (FAST) TO COLLECT AND ANALYZE PARENT FINANCIAL/TAX INFORMATION THAT IT SHARES WITH THE ORGANIZATION ALLOWING THE SCHOOL TO MAKE INFORMED FINANCIAL AID DECISIONS. THE PERSON APPLYING FOR AID AT THE SCHOOL SUBMITS AN APPLICATION TO FAST. FAST SENDS TO THE SCHOOL THEIR RECOMMENDATION FOR AID. THE RECOMMENDATION, THE PARENTS' APPLICATION AND TAX RETURNS ARE GIVEN TO THE FINANCIAL AID COMMITTEE FOR REVIEW. THE DATA IS REVIEWED AND DECISIONS ARE MADE BASED ON NEED. PRIORITY IS GIVEN TO RETURNING STUDENTS. X 1 1 X X 1 0 0 0 0 0 0 0 0 JAMES HEUS HEAD OF SCHOOL 381601 0 0 0 0 0 18300 0 60599 0 460500 0 0 0 THOMAS LASLEY CHIEF FINANCIAL OFFICER 212388 0 0 0 0 0 12743 0 35165 0 260296 0 0 0 JENNIFER HARKINS UPPER SCHOOL DIVISION HEAD 167438 0 0 0 0 0 10046 0 59561 0 237045 0 0 0 LISA FERRARO DIRECTOR OF DEVELOPMENT 201973 0 0 0 0 0 12118 0 0 0 214091 0 0 0 REGINA BURKE TEACHER 122317 0 0 0 0 0 7339 0 58512 0 188168 0 0 0 LIZA JAROMBEK TEAM EDUCATIONAL COORDINATOR 138406 0 0 0 0 0 8304 0 37921 0 184631 0 0 0 THOMAS CONE ASSISTANT HEAD OF SCHOOL 97159 0 0 0 59603 0 9406 0 13084 0 179252 0 0 0 SHARON MECHALEY TEACHER 138125 0 0 0 0 0 8288 0 30185 0 176598 0 0 0 ABIGAIL HANRAHAN TEACHER 141187 0 0 0 0 0 8471 0 24724 0 174382 0 0 0 SHARI BLOOMER LOWER SCHOOL DIVISION HEAD 140725 0 0 0 0 0 8444 0 12525 0 161694 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVES A NON-TAXABLE HOUSING BENEFIT. THE VALUE OF NON-TAXABLE ON-CAMPUS HOUSING IS INCLUDED IN SCHEDULE J, PART II, COLUMN D. OTHER EMPLOYEES LISTED ON SCHEDULE J RECEIVE A TAXABLE HOUSING BENEFIT. PART I, LINE 3 COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES. THE BOARD USES COMPARABILITY DATA AND EVALUATION AS THE MEASURES TO DETERMINE ANNUAL COMPENSATION. THE DELIBERATION AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. PART I, LINE 4A NAME: THOMAS CONE, DESCRIPTION: SEVERANCE, CURRENT YEAR AMOUNT: $59,603. PLAN DESCRIPTION: SEVERANCE PACKAGE PAID THROUGH PAYROLL. A CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2022-11-01 12355000 REFUND OF THE SCHOOLS SERIES A AND IMPROVEMENTS TO THE SCHOOL 0 0 0 A 160652 12355000 224170 12130830 2017 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1A BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY AND POWERS OF THE BOARD, EXCEPT THAT IT MAY NOT ADOPT, ALTER OR AMEND THESE BYLAWS, FILL VACANCIES IN ITS OWN MEMBERSHIP OR THE MEMBERSHIP OF THE BOARD OR ELECT OR REMOVE OFFICERS, APPROVE A PLAN OF MERGER, OR TAKE ANY OTHER ACTION RESERVED TO THE BOARD OF TRUSTEES BY LAW. THE EXECUTIVE COMMITTEE SHALL REPORT ALL ACTION TAKEN BY IT TO THE BOARD OF TRUSTEES IN A TIMELY MANNER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE SCHOOL'S ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT, AND IS THEN REVIEWED BY THE DIRECTOR OF FINANCE. THE FORM 990, EXCLUDING SCHEDULE B, IS THEN REVIEWED BY THE TREASURER OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE SCHOOL DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO THE BOARD OF TRUSTEES AND ALL OFFICERS. EACH BOARD MEMBER AND OFFICER MUST THEN COMPLETE A CONFLICT OF INTEREST STATEMENT AND RETURN IT TO THE SCHOOL'S BUSINESS OFFICE. THE BUSINESS OFFICE COLLECTS THE CONFLICT OF INTEREST FORM (APPROVED BY LEGAL) FROM EACH BOARD MEMBER AND OFFICER. IF A CONFLICT OF INTEREST ARISES, THE ATTORNEYS WEIGH IN AS TO WHETHER SAID BOARD MEMBER SHOULD BE INVOLVED IN DECISION MAKING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE HEAD OF THE SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES. THE BOARD USES COMPARABILITY DATA AND EVALUATION AS ONE OF THE MEASURES IN ARRIVING AT THE COMPENSATION. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 EAGLE HILL DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 634,075. LOSS ON BOND REFUNDING -87,287.