2021-05-14T10:31:38-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FL BOSTON MA 02110 990 2019-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN DIR OF FINANCE & OPERATIONS 8602339631 2021-05-13 1 LAURA J KENNEY P00202198 6177170831 2021-05-13 2019 2022-09-23 18:48:47Z THOMAS DILLOW 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 37563829 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. 27 25 172 90 -6752 -8758 1339486 2687165 20927704 21341138 549241 805505 637711 638492 23454142 25472300 6561369 6863989 0 0 11797800 12103202 0 0 785547 7232512 6654387 25591681 25621578 -2137539 -149278 62559393 63243218 15107823 15677082 47451570 47566136 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 22098774 6863989 21836238 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, SCIENCE, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 22098774 1 1 0 0 0 0 0 0 0 1 1 0 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 84 0 1 172 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 25 1 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 321111 0 200979 COLLEEN M WOERLEN DIR. FIN. & OPERATIONS 40.00 X 196279 0 58031 ALAN R COMRIE CONTROLLER/STRATEGIC ADVISOR TO HEAD 40.00 X 205501 0 17594 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 40.00 X 174628 0 15153 DEBORAH FISKE DIR. OF ATHLETICS 40.00 X 132625 0 11169 CAROLYN MCKEE DIRECTOR OF ACADEMIC PLANNING 40.00 X 130472 0 11122 DEAN BELLMAY ASST. DIR. OF FACILITIES 40.00 X 115455 0 10086 I BRADLEY HOFFMAN TRUSTEE - CHAIR 1.00 X X 0 0 0 BRUCE A MANDELL TRUSTEE - VICE CHAIR 1.00 X X 0 0 0 JEAN LATORRE UNTIL 013020 TRUSTEE - TREASURER 1.00 X X 0 0 0 MARK CONRAD AS OF 013020 TRUSTEE - TREASURER 1.00 X X 0 0 0 ANN C RANDALL TRUSTEE - SECRETARY 1.00 X X 0 0 0 MEAGHAN CAHILL BECKER TRUSTEE 1.00 X 0 0 0 BONNIE 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 GREEN TRUSTEE 1.00 X 0 0 0 DOUGLAS HARRIS TRUSTEE 1.00 X 0 0 0 GILBERT KEEGAN TRUSTEE 1.00 X 0 0 0 FRED KRIEBLE TRUSTEE 1.00 X 0 0 0 PAUL LEWIS TRUSTEE 1.00 X 0 0 0 PATRICK MALONEY TRUSTEE 1.00 X 0 0 0 MERRILL MANDELL TRUSTEE 1.00 X 0 0 0 MARY S MARTIN TRUSTEE 1.00 X 0 0 0 MEGAN OUELLETTE TRUSTEE 1.00 X 0 0 0 DAVID QUICK TRUSTEE 1.00 X 0 0 0 MARC T SHAFER TRUSTEE 1.00 X 0 0 0 GARFIELD VAUGHN TRUSTEE 1.00 X 0 0 0 LORI WETSMAN TRUSTEE 1.00 X 0 0 0 LEW WISE TRUSTEE 1.00 X 0 0 0 KEITH J WOLFF TRUSTEE 1.00 X 0 0 0 MARK WOLMAN TRUSTEE 1.00 X 0 0 0 1276071 0 324134 7 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 730072 HARRY GRODSKY & CO INC 33 SHAWS LANE SPRINGFIELD MA 01104 HVAC/MECHANICAL CONTRACTOR 348588 PREMIER MAINTENANCE INC 855 MAIN ST SUITE 905 BRIDGEPORT CT 06604 CLEANING SERVICE 280003 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION 163209 4 57685 2629480 81890 2687165 TUITION AND FEES 611110 21204423 21204423 AUXILIARY ACTIVITIES 611110 136715 136715 21341138 777615 -6752 784367 112739 61314 51425 51425 51425 11893044 11865154 27890 27890 27890 257028 57685 165061 91967 91967 OTHER INCOME 900099 495100 495100 495100 25472300 21836238 -6752 955649 6863989 6863989 845232 211308 507139 126785 8336917 6769620 1220356 346941 609680 445917 136092 27671 1670043 1600480 62929 6634 641330 449448 158511 33371 39170 15668 23502 99903 39961 59942 66752 66752 90875 54434 36441 105001 65164 39837 266878 172526 49279 45073 311795 252065 44950 14780 633345 611680 14112 7553 114474 88859 5014 20601 94842 50109 15469 29264 89781 86451 2169 1161 1762204 1696844 42574 22786 302948 294778 5322 2848 OTHER PURCHASED SERVICE 1567935 1363155 142907 61873 REPAIRS AND MAINTENANCE 151126 139128 10278 1720 OTHER BOND COSTS 97380 93768 2353 1259 FURNITURE AND FIXTURES 79141 55239 23819 83 780837 678183 67510 35144 25621578 22098774 2737257 785547 9475758 10715431 683485 531638 21920 11078 700234 604593 60065411 36548259 24846211 23517152 25418384 26458348 1413401 1404978 62559393 63243218 1273396 1308493 0 2124106 7716313 5990276 4744521 4767924 1373593 1486283 15107823 15677082 X 29100057 29438021 18351513 18128115 47451570 47566136 62559393 63243218 -149278 263844 0 X 0 1 X 1 0 X 5910587 1951494 1770572 1339486 2687165 13659304 5910587 1951494 1770572 1339486 2687165 13659304 4418433 9240871 821772 735583 937078 1129986 897106 4521525 51175 51175 18232004 103795207 0.50680 0.53470 X PART II, LINE 10 OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27268254 1651451 1069289 434068 1122395 28432531 27269175 118368 1019957 429751 709495 27268254 25835639 856295 1719453 445426 696786 27269175 24651539 2539482 2980889 428844 3907427 25835639 25995748 2216546 -386131 226450 2948174 24651539 0.42880 0.45120 0.12000 0 0 1935231 1935231 45131444 27436018 17695426 5278788 3620086 1658702 7719948 5492155 2227793 23517152 ASSET RETIREMENT OBLIGATION 1214706 SPLIT-INTEREST AGREEMENT LIABILITY 63682 OBLIGATION UNDER CAPITAL LEASE 77991 INTEREST RATE SWAP VALUATION 129904 1486283 17788623 263844 263844 17524779 66752 7880769 7947521 25472300 17674057 0 17674057 66752 7880769 7947521 25621578 PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 7,880,769. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 7,880,769. 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 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. SCHEDULE E, PART I, LINE 6 IN FISCAL YEAR ENDED JUNE 30, 2020, THE SCHOOL RECEIVED A PAYCHECK PROTECTION PROGRAM LOAN GRANTED BY THE SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT. THE SCHOOL DOES NOT OTHERWISE RECEIVE GOVERNMENT FINANCIAL ASSISTANCE. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT N/A 1900000 0 0 0 0 0 0 1900000 0 1900000 1 0 1 1 0 0 PART III ACCOUNTING METHOD: PART I - LINE 3 THE SCHOOL IS INVESTED IN THE WEATHERLOW OFFSHORE FUND I LTD., A CAYMAN ISLANDS EXEMPTED COMPANY THAT OPERATES AS A FEEDER FUND IN A MASTER-FEEDER STRUCTURE. THE COMPANY MAINTAINS ITS REGISTERED OFFICE IN THE CAYMAN ISLANDS AND IS REGISTERED UNDER THE MUTUAL FUNDS LAW OF THE CAYAN ISLANDS. UNDER THE MASTER-FEEDER STRUCTURE, THE COMPANY SEEKS TO ACHIEVE ITS OBJECTIVE BY INVESTING ALL OR SUBSTANTIALLY ALL OF ITS ASSETS IN THE WEATHERLOW FUND I L.P.(THE MASTER FUND), A DELAWARE COMPANY. PART IV - LINE 3 THE SCHOOL HAD A 0.01% INTERST IN THE WEATHERLOW OFFSHORE FUND I LTD AS DESCRIBED ABOVE. GALA 314713 57685 257028 0 68811 52929 13687 29634 314713 57685 257028 68811 52929 13687 29634 165061 91967 1 SCHOLARSHIPS - NEED BASED 284 6410900 TUITION ASSISTANCE SCHOLARSHIPS - MERIT 105 422250 TUITION ASSISTANCE SCHOLARSHIPS - MERIT STIPENDS 33 30839 STIPENDS FOR EDUCATION PART I, LINE 2: THE SCHOOL PROVIDES NEED-BASED SCHOLARSHIPS AND MERIT AWARDS BASED ON A REDUCTION IN TUITION. PART III: NEED-BASED AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED BY THE SCHOOL AND STUDENT SERVICES 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 X 1 1 X X X 0 0 0 0 0 0 0 1 1 1 THOMAS DILLOW HEAD OF SCHOOL 298131 0 15000 0 7980 0 42550 0 158429 0 522090 0 0 0 COLLEEN M WOERLEN DIR. FIN. & OPERATIONS 196279 0 0 0 0 0 17042 0 40989 0 254310 0 0 0 ALAN R COMRIE CONTROLLER/STRATEGIC ADVISOR TO HEAD 205501 0 0 0 0 0 16985 0 609 0 223095 0 0 0 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 174628 0 0 0 0 0 14544 0 609 0 189781 0 0 0 PART I, LINE 1A THE SPOUSE OF THE HEAD OF SCHOOL WILL, ON OCCASION, TRAVEL WITH THE HEAD OF SCHOOL ON OFFICIAL SCHOOL BUSINESS. 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 THE HEAD OF SCHOOL RECEIVED A BONUS FOR PERFORMANCE. PART I, LINE 8 THE SCHOOL ENTERED INTO A CONTRACT WITH THOMAS DILLOW, EFFECTIVE JULY 1, 2018 REGARDING HIS EMPLOYMENT AS HEAD OF SCHOOL. THE TERM OF EMPLOYMENT COMMENCED ON JULY 1, 2018 AND WILL END ON JUNE 30, 2021. 67150 SCHOLARSHIP - NEED BASED EDUCATION X 17 81890 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. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES BRUCE MANDELL AND MERRILL MANDELL HAVE A FAMILY RELATIONSHIP. 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 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 AVAILABLE TO THE PUBLIC UPON REQUEST.