2024-05-13T15:20:46-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2022-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN DIR OF FINANCE & OPERATIONS 8602339631 2024-05-10 1 COLLEEN WOERLEN 999009999 0 LAURA J KENNEY P00202198 6177170831 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS DILLOW 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 40630669 0 X WWW.KINGSWOODOXFORD.ORG X 1909 CT KINGSWOOD OXFORD SCHOOL INSPIRES STUDENTS TO EXCEL AND TO LEAD LIVES OF INTEGRITY AND INVOLVEMENT BY NOURISHING THEIR TALENTS IN A COMMUNITY OF TEACHERS, FRIENDS, AND FAMILIES. 24 23 177 87 15335 0 1483369 3037671 22654055 22591353 543506 9918830 985547 856378 25666477 36404232 7594801 7962872 0 0 12796628 13253642 0 0 965379 7289307 7906893 27680736 29123407 -2014259 7280825 65873295 74959323 16264499 15858573 49608796 59100750 KINGSWOOD OXFORD SCHOOL INSPIRES STUDENTS TO EXCEL AND TO LEAD LIVES OF INTEGRITY AND INVOLVEMENT BY NOURISHING THEIR TALENTS IN A COMMUNITY OF TEACHERS, FRIENDS, AND FAMILIES. 0 0 25051401 7962872 23362139 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, SCIENCE, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 25051401 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 82 0 1 177 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ALAN R COMRIE 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 THOMAS DILLOW HEAD OF SCHOOL 40.00 X X 337569 0 182443 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 40.00 X 207426 0 77174 ALAN R COMRIE CONTROLLER, DIR. OF FIN. ASST. 40.00 X 216525 0 35772 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 40.00 X 182823 0 36397 DANIEL GLEASON DIRECTOR OF UPPER SCHOOL 40.00 X 137832 0 42722 JAYNE ROTTER DIRECTOR OF LEADERSHIP GIVING 40.00 X 121097 0 58948 ANN SCIGLIMPAGLIA HEAD OF MIDDLE SCHOOL 40.00 X 118846 0 18766 MARY S MARTIN TRUSTEE - CHAIR 1.00 X X 0 0 0 JEFFREY S GITLIN TRUSTEE - VP OF STRATEGIC INITIATIVES 1.00 X X 0 0 0 MARK CONRAD TRUSTEE - TREASURER 1.00 X X 0 0 0 LORI SATELL WETSMAN TRUSTEE - SECRETARY 1.00 X X 0 0 0 NELSON CORREA TRUSTEE 1.00 X 0 0 0 JEREMIAH A DEBERRY TRUSTEE 1.00 X 0 0 0 KAREN DIAZ-MEIKE TRUSTEE 1.00 X 0 0 0 BONNIE L DOBKIN MD TRUSTEE 1.00 X 0 0 0 JOSEPH R GIANNI TRUSTEE 1.00 X 0 0 0 DEREK P GREEN TRUSTEE 1.00 X 0 0 0 J DOUGLAS HARRIS TRUSTEE 1.00 X 0 0 0 GILBERT E KEEGAN III TRUSTEE 1.00 X 0 0 0 FRED KRIEBLE TRUSTEE 1.00 X 0 0 0 MERRILL MANDELL TRUSTEE 1.00 X 0 0 0 KELLEY NICHOLSON-FLYNN TRUSTEE 1.00 X 0 0 0 MEGAN OUELLETTE TRUSTEE 1.00 X 0 0 0 TYLER B POLK TRUSTEE 1.00 X 0 0 0 DAVID R QUICK TRUSTEE 1.00 X 0 0 0 BRUCE S SIMONS TRUSTEE 1.00 X 0 0 0 GAYLE TEMKIN TRUSTEE 1.00 X 0 0 0 JOHN Y YANG TRUSTEE 1.00 X 0 0 0 LEWIS K WISE TRUSTEE 1.00 X 0 0 0 KEITH J WOLFF TRUSTEE 1.00 X 0 0 0 1322118 0 452222 15 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 775242 HERITAGE SYSTEMS INC 348 HUNTINGDON AVE WATERBURY CT 06708 CONSTRUCTION 302913 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION 298444 SMG CORPORATE SERVICES PO BOX 53 BRATTLEBORO VT 05302 CLEANING SERVICES 279546 BARTHOLOMEW CONTRACT INTERIORS 3324 MAIN STREET HARTFORD CT 06120 INTERIOR DESIGN/CONSTRUCTION 260533 11 31400 3006271 364069 3037671 TUITION AND FEES 611110 22493943 22493943 AUXILIARY ACTIVITIES 611110 97410 97410 22591353 952653 15335 937318 139553 93785 45768 45768 45768 2814268 10267076 2669155 1446012 145113 8821064 8966177 8966177 57309 31400 17485 39824 39824 OTHER INCOME 900099 770786 770786 770786 36404232 23362139 15335 9989087 7962872 7962872 765311 165259 511324 88728 9260696 7588197 1251357 421142 695718 508535 153376 33807 1834826 1681664 127091 26071 697091 488526 172293 36272 64658 25865 38793 66007 66007 98200 98200 52042 31225 20817 206925 125542 81383 426362 296203 73612 56547 383679 311731 53916 18032 988860 908618 69008 11234 273506 245531 6116 21859 184781 66538 26760 91483 1741054 1676478 42064 22512 427412 406374 8166 12872 OTHER PURCHASED SERVICE 1670681 1434937 157123 78621 OTHER 903642 763578 100905 39159 REPAIRS AND MAINTENANCE 228732 213777 12250 2705 PROFESSIONAL DEVELOPMEN 108486 92069 12245 4172 81866 57882 23821 163 29123407 25051401 3106627 965379 10127167 16318338 258858 343088 5671624 6280578 648492 950954 59957634 40008057 21289905 19949577 21593266 23518136 4871737 5853281 1412246 1745371 65873295 74959323 1738490 1134181 13233980 13720633 1292029 1003759 16264499 15858573 X 30983771 38543656 18625025 20557094 49608796 59100750 65873295 74959323 7280825 2211129 0 X 0 1 X 1 0 X 1339486 2687165 5184454 1483369 3037671 13732145 1339486 2687165 5184454 1483369 3037671 13732145 2456510 11275635 1129986 897106 914245 954942 1092206 4988485 39095 39824 78919 18799549 112690188 0.59980 0.58740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25620211 224928 2876243 505145 765236 27451001 30197882 77491 -3409021 502156 743985 25620211 28432531 1360585 6236602 420982 5410854 30197882 27268254 1651451 1069289 434068 1122395 28432531 27269175 118368 1019957 429751 709495 27268254 0.36500 0.47590 0.15910 0 0 664219 664219 45506627 29664884 15841743 5537933 3730617 1807316 8248855 6612556 1636299 19949577 REAL ESTATE INVESTMENT FUNDS 57343 C HEDGE FUND OF FUNDS 4686105 C PRIVATE EQUITY FUNDS 1109833 C 5853281 ASSET RETIREMENT OBLIGATION 614899 SPLIT-INTEREST AGREEMENT LIABILITY 41814 OBLIGATION UNDER CAPITAL LEASE 94778 RIGHT OF USE LIABILITY 252268 1003759 29448035 2211129 -754 2210375 27237660 98200 9068372 9166572 36404232 19956081 -754 -754 19956835 98200 9068372 9166572 29123407 PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATIONS BETWEEN NET REVENUES AND EXPENSES -754. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 9,068,372. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATIONS BETWEEN NET REVENUES AND EXPENSES -754. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 9,068,372. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATION STATEMENT WITH RESPECT TO STUDENTS IN ITS LIMITED CIRCULATION MAGAZINE AND INCLUDES THE STATEMENT ON ITS WEBSITE HOMEPAGE. KINGSWOOD OXFORD SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, RELIGION, SEX, NATIONAL AND ETHNIC ORIGIN. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF THESE CHARACTERISTICS IN THE ADMISSIONS PROCESS INCLUDING FINANCIAL AID. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT N/A 5424365 0 0 0 0 0 0 5424365 0 5424365 1 0 1 1 0 0 PART III ACCOUNTING METHOD: PART I, LINE 3 THE SCHOOL HAS FINANCIAL INTERESTS IN FOUR INVESTMENTS WITH MASTER-FEEDER STRUCTURES MAINTAINING THEIR RESPECTIVE REGISTERED OFFICES IN THE CAYMAN ISLANDS AND REGISTERED UNDER THE MUTUAL FUNDS LAW OF THE CAYMAN ISLANDS. ALL FOUR INVESTMENTS (MARKET VALUES SUMMARIZED BELOW) MAINTAIN THEIR PARTNERSHIP ASSETS (MASTER FUND) WITHIN THEIR RESPECTIVE LIMITED PARTNERSHIPS AS DELAWARE, MD (UNITED STATES) COMPANIES. THE WEATHERLOW OFFSHORE FUND I LTD, MARKET VALUE: $3,293,898 HARBOURVEST 2021 GLOBAL FEEDER FUND, LP, MARKET VALUE: $565,072 HARBOURVEST 2022 GLOBAL FEEDER FUND, LP, MARKET VALUE: $173,188 RA CAPITAL HEALTHCARE FUND, LP, MARKET VALUE: $1,392,207 PART IV, LINE 3 THE SCHOOL HAD A .16% INTEREST IN THE WEATHERLOW OFFSHORE FUND I, LTD, A .11% INTEREST IN THE HARBOURVEST 2021 GLOBAL FEEDER FUND, LP, A .14% INTEREST IN THE HARBOURVEST 2022 GLOBAL FEEDER FUND, LP, AND A .03% INTEREST IN THE RA CAPITAL HEALTHCARE FUND, LP (ALL AS DESCRIBED ABOVE). GOLF TOURNAMENT 88709 31400 57309 675 7368 8283 1159 88709 31400 57309 675 7368 8283 1159 17485 39824 1 NEED-BASED FINANCIAL ASSISTANCE, SCHOLARSHIPS AND STIPENDS 398 7962872 TUITION ASSISTANCE AND STIPENDS FOR EDUCATION PART I, LINE 2: THE SCHOOL PROVIDES NEED-BASED SCHOLARSHIPS AND MERIT AWARDS BASED ON A REDUCTION IN TUITION. NEED-BASED FINANCIAL ASSISTANCE AWARDS WERE MADE AVAILABLE TO QUALIFYING STUDENTS ON THE BASIS OF FINANCIAL NEED DETERMINED BY THE SCHOOL AND STUDENT SERVICES (SSS) GUIDELINES WHICH PROVIDES A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 THOMAS DILLOW HEAD OF SCHOOL 329589 0 0 0 7980 0 44900 0 137543 0 520012 0 0 0 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 207426 0 0 0 0 0 17774 0 59400 0 284600 0 0 0 ALAN R COMRIE CONTROLLER, DIR. OF FIN. ASST. 216525 0 0 0 0 0 17671 0 18101 0 252297 0 0 0 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 182823 0 0 0 0 0 15243 0 21154 0 219220 0 0 0 DANIEL GLEASON DIRECTOR OF UPPER SCHOOL 137832 0 0 0 0 0 12042 0 30680 0 180554 0 0 0 JAYNE ROTTER DIRECTOR OF LEADERSHIP GIVING 121097 0 0 0 0 0 10100 0 48848 0 180045 0 0 0 PART I, LINE 1A THE SCHOOL PAYS FOR THE HEAD OF SCHOOL'S CELL PHONE AND PROVIDES AN AUTOMOBILE ALLOWANCE. THE COST OF THESE ITEMS AND TAX GROSS-UP PAYMENTS ARE INCLUDED IN THE HEAD OF SCHOOL'S TAXABLE COMPENSATION. ON-CAMPUS HOUSING IS REQUIRED AS A CONDITION OF EMPLOYMENT FOR THE HEAD OF SCHOOL. THE VALUE OF HOUSING IS NOT TAXABLE TO THE HEAD OF SCHOOL OR HIS FAMILY. PART I, LINE 4B THE SCHOOL HAS A SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE HEAD OF SCHOOL. THE PLAN INCLUDES A SUBSTANTIAL RISK OF FORFEITURE THROUGH HIS EMPLOYMENT PERIOD ENDING JUNE 30, 2026. IN JUNE 2023 THE SCHOOL CONTRIBUTED $30,000 INTO THE PLAN FOR TAX YEAR ENDED JUNE 30, 2023. X 23 358986 FMV X GIFTS-IN KIND 5 5083 FMV 0 1 0 SCHEDULE M, PART I, COLUMN (B) THE SCHOOL REPORTS IN PART I, COLUMN B, THE NUMBER OF ITEMS RECEIVED. ON PART I, LINE 9, COLUMN B, EACH SECURITY RECEIVED IS TREATED AS A SEPARATE GIFT (RATHER THAN EACH SHARE RECEIVED) FOR THIS PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY MANAGEMENT AND REVIEWED BY PROFESSIONAL TAX ADVISORS. THE FORM 990 IS REVIEWED BY THE SCHOOL'S AUDIT COMMITTEE AND PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A CONFLICT OF INTEREST FORM THAT MUST BE COMPLETED EACH YEAR BY EVERY TRUSTEE AND OFFICER. THE RESPONSES ARE REVIEWED BY THE BOARD'S GOVERNANCE AND NOMINATING COMMITTEE EACH YEAR. ANY INDIVIDUAL WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST NEEDS TO RECUSE HIMSELF/HERSELF FROM ANY DECISION ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION IS REVIEWED BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE HEAD'S COMPENSATION IS COMPARED TO OTHER HEADS OF SCHOOL USING GUIDESTAR, THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) BENCHMARKING ANALYSIS, ETC. THE REVIEW OF COMPENSATION FOR THE HEAD OF SCHOOL IS CONDUCTED UPON CONTRACT RENEWAL. TOP MANAGEMENT COMPENSATION IS REVIEWED WHEN ANY MATERIAL CHANGES IN COMPENSATION ARE MADE. DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 KINGSWOOD OXFORD SCHOOL PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.