2023-05-13T11:12:42-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2021-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN DIR OF FINANCE & OPERATIONS 8602339631 2023-05-11 1 COLLEEN WOERLEN 999009999 LAURA J KENNEY P00202198 6177170831 2023-05-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z THOMAS DILLOW 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 30848010 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. 26 23 179 161 4798 0 5184454 1483369 22189499 22654055 2185814 543506 629493 985547 30189260 25666477 7098827 7594801 0 0 12479008 12796628 0 0 840785 6839042 7289307 26416877 27680736 3772383 -2014259 73493851 65873295 17671500 16264499 55822351 49608796 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 23992702 7594801 23248629 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, SCIENCE, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 23992702 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 1 0 0 0 1 0 0 0 0 0 0 0 0 1 69 0 1 179 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 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 389443 0 179213 MARY S MARTIN TRUSTEE - CHAIR 1.00 X X 0 0 0 MARK CONRAD TRUSTEE - TREASURER 1.00 X X 0 0 0 ANN COOLIDGE RANDALL TRUSTEE - SECRETARY 1.00 X X 0 0 0 MEAGHAN CAHILL BECKER TRUSTEE 1.00 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 HELEN K EATHERTON CPA TRUSTEE 1.00 X 0 0 0 JOSEPH R GIANNI TRUSTEE 1.00 X 0 0 0 JEFFREY S GITLIN 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 PATRICK J MALONEY 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 GAYLE TEMKIN TRUSTEE 1.00 X 0 0 0 LORI SATELL WETSMAN 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 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 40.00 X 203048 0 78488 ALAN R COMRIE CONTROLLER, DIR. OF FIN. A 40.00 X 213464 0 23307 DINA PLAPLER DIR. OF INSTITUTIONAL ADVA 40.00 X 179905 0 24463 DANIEL GLEASON DIRECTOR OF UPPER SCHOOL 40.00 X 134962 0 24607 JAYNE ROTTER DIRECTOR OF LEADERSHIP GIVING 40.00 X 114382 0 49836 CAROLYN MCKEE DIR. OF ACADEMIC PLANNING 40.00 X 117293 0 18346 1352497 0 398260 15 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 787739 HARRY GRODSKY & CO INC 201 HAMMER MILL ROAD ROCKY HILL CT 06067 HVAC SERVICE 302990 SMG CORPORATION SERVICES 25 CONTROLS DRIVE SHELTON CT 06484 CLEANING SERVICE 298356 3 84495 1398874 131297 1483369 TUITION AND FEES 611110 22477000 22477000 AUXILIARY ACTIVITIES 611110 177055 177055 22654055 800348 4798 795550 154594 60156 94438 94438 94438 4709566 8600 4975008 0 -265442 8600 -256842 -256842 185464 84495 146369 39095 39095 OTHER INCOME 900099 594574 594574 NON-REFUNDABL REAL EST 900099 250000 250000 7440 7440 852014 25666477 23248629 4798 929681 7594801 7594801 849550 182385 569736 97429 8734824 7150446 1188042 396336 671323 489483 148884 32956 1877494 1795663 64775 17056 663437 464941 163975 34521 40167 16067 24100 70836 28334 42502 99461 99461 38355 23002 15353 163644 100563 63081 340457 238160 62478 39819 354350 289150 48876 16324 871183 839325 20752 11106 276102 255034 4279 16789 101188 62537 19469 19182 1671277 1609289 40378 21610 372518 353690 6726 12102 OTHER PURCHASED SERVICE 1579243 1384110 136963 58170 REPAIRS AND MAINTENANCE 215759 203355 9966 2438 FURNITURE AND FIXTURES 72998 50892 22017 89 PROFESSIONAL DEVELOPMEN 72285 57745 8452 6088 949484 803730 86984 58770 27680736 23992702 2847249 840785 11251396 10127167 431815 258858 7087735 5671624 675125 648492 60832464 39542559 22329310 21289905 29995006 21593266 1723464 4871737 1412246 73493851 65873295 1629361 1738490 14716793 13233980 1325346 1292029 17671500 16264499 X 34128097 30983771 21694254 18625025 55822351 49608796 73493851 65873295 -2014259 -4199296 0 X 0 1 X 1 0 X 1770572 1339486 2687165 5184454 1483369 12465046 1770572 1339486 2687165 5184454 1483369 12465046 2274146 10190900 937078 1129986 897106 914245 954942 4833357 51175 51175 17349578 110140766 0.58740 0.52800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30197882 77491 -3409021 502156 743985 25620211 28432531 1360585 6236602 420982 5410854 30197882 27268254 1651451 1069289 434068 1122395 28432531 27269175 118368 1019957 429751 709495 27268254 25835639 856295 1719453 445426 696786 27269175 0.36510 0.50360 0.13130 0 0 1935231 1935231 45398681 29556439 15842242 5371030 3757564 1613466 8127522 6228556 1898966 21289905 REAL ESTATE INVESTMENT FUNDS 79013 C HEDGE FUND OF FUNDS 4101697 C PRIVATE EQUITY FUNDS 691027 C 4871737 ASSET RETIREMENT OBLIGATION 1216886 SPLIT-INTEREST AGREEMENT LIABILITY 52721 OBLIGATION UNDER CAPITAL LEASE 22422 1292029 12573886 -4199296 52082 -4147214 16721100 99461 8845916 8945377 25666477 18787441 52082 52082 18735359 99461 8845916 8945377 27680736 PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATIONS BETWEEN NET REVENUES AND EXPENSES 52,082. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 8,845,916. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATIONS BETWEEN NET REVENUES AND EXPENSES 52,082. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 8,845,916. 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 4375727 0 0 0 0 0 0 4375727 0 4375727 1 0 1 1 0 0 PART III ACCOUNTING METHOD: PART I, LINE 3 THE SCHOOL HAS INVESTMENTS 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: $3,101,697 HARBOURVEST 2021 GLOBAL FEEDER FUND, LP, MARKET VALUE: $275,975 HARBOURVEST 2022 GLOBAL FEEDER FUND, LP, MARKET VALUE: ($1,945) RA CAPITAL HEALTHCARE FUND, LP, MARKET VALUE: $1,000,000 PART IV, LINE 3 THE SCHOOL HAD A .07% INTEREST IN THE WEATHERLOW OFFSHORE FUND I LTD, A .11% INTEREST IN THE HARBOURVEST 2021 GLOBAL FEEDER FUND, LP, A .75% 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 78941 32413 46528 250 6588 6737 1976 GALA 191018 52082 138936 53447 31780 4200 41391 269959 84495 185464 250 53447 6588 38517 4200 43367 146369 39095 1 NEED BASED FINANCIAL ASSISTANCE, SCHOLARSHIPS AND STIPENDS 346 7594801 0 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 0 0 0 0 0 0 1 0 THOMAS DILLOW HEAD OF SCHOOL 331463 0 50000 0 7980 0 43700 0 135513 0 568656 0 0 0 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 201548 0 1500 0 0 0 17503 0 60985 0 281536 0 0 0 ALAN R COMRIE CONTROLLER, DIR. OF FIN. A 211964 0 1500 0 0 0 17445 0 5862 0 236771 0 0 0 DINA PLAPLER DIR. OF INSTITUTIONAL ADVA 178405 0 1500 0 0 0 14992 0 9471 0 204368 0 0 0 JAYNE ROTTER DIRECTOR OF LEADERSHIP GIVING 114382 0 0 0 0 0 9510 0 40326 0 164218 0 0 0 DANIEL GLEASON DIRECTOR OF UPPER SCHOOL 133462 0 1500 0 0 0 11762 0 12845 0 159569 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 7 COVID-19 BONUSES WERE PROVIDED TO THOSE WHOSE WORK WAS ABOVE AND BEYOND NORMAL EXPECTATIONS. THESE BONUSES WERE PAID TO CERTAIN ADMINISTRATIVE EMPLOYEES. 31250 SCHOLARSHIP - NEED-BASED EDUCATION X 14 79215 FMV X AUCTION ITEMS 97 52082 FMV 0 1 0 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. THE SCHOOL REPORTS IN PART I, COLUMN B, THE NUMBER OF AUCTION ITEMS RECEIVED. ON PART I, LINE 25, COLUMN B, EACH AUCTION ITEM RECEIVED IS TREATED AS A SEPARATE GIFT. 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.