2017-05-15T15:11:59-05:00 2016-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2015-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN ASST. HEAD OF SCHOOL FOR FIN & OPER 8602339631 2017-05-15 1 ELIZABETH SOLECKI P00235171 8605614000 2017-05-15 2015 2021-01-29 14:40:06Z DENNIS BISGAARD 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 32341302 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. 23 22 172 205 122366 0 2133902 5910587 18344602 19251524 519632 910873 430699 372192 21428835 26445176 4550037 4624194 0 0 10906439 10972269 0 0 1203085 7109880 7738019 22566356 23334482 -1137521 3110694 61399542 63868680 15312078 15920114 46087464 47948566 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 19438732 4624194 19520718 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 19438732 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 95 0 1 172 1 1 1 0 0 0 0 1 1 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X ALAN R COMRIE CPA 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 MARK CONRAD TRUSTEE 1.00 X 0 0 0 LAURA ESTES TRUSTEE 1.00 X 0 0 0 CHRISTOPHER G GENT TRUSTEE 1.00 X 0 0 0 JEFFREY S GITLIN TRUSTEE 1.00 X 0 0 0 LAURIE GOLDSMITH TRUSTEE 1.00 X 0 0 0 DEREK GREEN TRUSTEE 1.00 X 0 0 0 JENNIFER HARRIS TRUSTEE 1.00 X 0 0 0 I BRADLEY HOFFMAN CO-VICE CHAIR TRUSTEE 1.00 X X 0 0 0 GILBERT KEEGAN TRUSTEE 1.00 X 0 0 0 JEAN LATORRE TREASURER TRUSTEE 1.00 X X 0 0 0 PAUL LEWIS TRUSTEE 1.00 X 0 0 0 BAXTER H MAFFETT TRUSTEE 1.00 X 0 0 0 BRUCE MANDELL CO-VICE CHAIR TRUSTEE 1.00 X X 0 0 0 ALEXANDER T NGUYEN TRUSTEE 1.00 X 0 0 0 ANN C RANDALL SECRETARY TRUSTEE 1.00 X X 0 0 0 MICHAEL J REILLY TRUSTEE 1.00 X 0 0 0 AVERY ROCKEFELLER III CHAIR TRUSTEE 1.00 X X 0 0 0 MARC T SHAFER TRUSTEE 1.00 X 0 0 0 R ASHLEY WASHBURN TRUSTEE 1.00 X 0 0 0 LORI WETSMAN TRUSTEE 1.00 X 0 0 0 PAULA WHITNEY 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 DENNIS BISGAARD HEAD OF SCHOOL 40.00 X 365533 0 170729 COLLEEN M WOERLEN ASSISTANT HEAD FINANCE & OPERATIONS 40.00 X 184296 0 45164 DEBORAH HYDE SENIOR PHILANTHROPIC ADVISOR 40.00 X 174761 0 24669 ALAN R COMRIE FINANCIAL AID DIRECTOR/CONTROLLER 40.00 X 182056 0 29152 RANDY STABILE DIR. OF INSTITUTIONAL ADV. 40.00 X 190608 0 26174 NATALIE DEMERS ASST. HEAD OF SCHOOL 40.00 X 121688 0 10204 CAROLYN MCKEE ASST. HEAD OF SCHOOL FOR STUDENT LIFE 40.00 X 105289 0 14933 1324231 0 321025 8 0 1 0 FIP CONSTRUCTION INC 1536 NEW BRITAIN AVE FARMINGTON CT 06032 CONSTRUCTION SERVICES 1509887 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 691677 JAMES G ROGERS ARTCHITECTS 44 N MAIN STREET S NORWALK CT 06854 ARCHITECTURAL SERVICES 314595 PREMIER MAINTENANCE INC 885 MAIN ST 9TH FL BRIDGEPORT CT 06604 CLEANING SERVICE 243744 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION 148760 6 5910587 722500 5910587 TUITION AND FEES 611110 19011232 19011232 AUXILIARY ACTIVITIES 611110 240292 108152 132140 19251524 720506 720506 101266 82805 18461 18461 18461 5900944 5710577 190367 190367 77 190290 64992 102744 -37752 -37752 OTHER INCOME 900099 448481 448481 PTRSHIP INVESTMENTS 523000 -9851 -9851 CHANGE IN SPLIT INTEREST AGREEMEN 900099 -47147 -47147 391483 26445176 19520718 122366 891505 4624194 4624194 820271 194210 457786 168275 7508231 6162796 822402 523033 578918 477755 70596 30567 1489537 1433144 50610 5783 575312 453377 87163 34772 94430 37772 56658 64310 25724 38586 67360 67360 161014 114777 46237 55523 33314 22209 274829 185906 32019 56904 362667 295104 50672 16891 933173 745998 187175 190128 132875 5581 51672 170507 85211 15074 70222 8118 6494 1624 2219446 1809291 342686 67469 296273 254436 31378 10459 OTHER PURCHASED SERVICE 1523138 1336228 148447 38463 REPAIRS AND MAINTENANCE 158933 129151 29782 FURNITURE AND FIXTURES 105751 69212 28084 8455 PROFESSIONAL DEVELOPMEN 87591 68035 14422 5134 964828 763728 86114 114986 23334482 19438732 2692665 1203085 7489728 8979113 2502613 2515611 11273 12534 457680 2638533 53810357 30243917 23130926 23566440 26398278 24815975 1409044 1340474 61399542 63868680 1440113 1544552 8156839 8166614 4650910 4674313 1064216 1534635 15312078 15920114 X 31196052 29810064 4987517 4554109 9903895 13584393 46087464 47948566 61399542 63868680 3110694 -1249592 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25995748 2216546 -386131 878519 2296105 24651539 26510643 317387 370938 748023 455197 25995748 27700288 701071 3501645 707361 4685000 26510643 25753152 798964 2201755 647574 406009 27700288 25190255 1296779 283845 666000 351727 25753152 0.50830 0.41220 0.07950 0 0 1935231 1935231 40514599 22960178 17554421 4119767 3099209 1020558 7240760 4184530 3056230 23566440 ASSET RETIREMENT OBLIGATION 1359913 LIABILTY UNDER SPLIT-INTEREST AGREEMENTS 80742 OBLIGATION UNDER CAPITAL LEASE 44958 NOTE PAYABLE 49022 1534635 19677142 -1249592 -5488834 -6738426 26415568 67360 -37752 29608 26445176 17816040 37752 37752 17778288 67360 5488834 5556194 23334482 PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS -5,488,834. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET FUNDRAISING REVENUE -37,752. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET FUNDRAISING REVENUE 37,752. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 5,488,834. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 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. 1 SCHOLARSHIPS - NEED BASED 219 4124030 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT 96 462500 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT STIPENDS 33 37664 FMV STIPENDS FOR EDUCATION PART I, LINE 2: THE SCHOOL PROVIDES NEED-BASED SCHOLARSHIPS AND MERIT AWARDS BASED ON A REDUCTION IN TUITION. X X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DENNIS BISGAARD HEAD OF SCHOOL 365533 0 0 0 0 0 52200 0 119138 0 536871 0 0 0 COLLEEN M WOERLEN ASSISTANT HEAD FINANCE & OPERATIONS 184296 0 0 0 0 0 15460 0 30313 0 230069 0 0 0 DEBORAH HYDE SENIOR PHILANTHROPIC ADVISOR 174761 0 0 0 0 0 13695 0 11583 0 200039 0 0 0 ALAN R COMRIE FINANCIAL AID DIRECTOR/CONTROLLER 182056 0 0 0 0 0 15408 0 14353 0 211817 0 0 0 RANDY STABILE DIR. OF INSTITUTIONAL ADV. 190608 0 0 0 0 0 15200 0 11583 0 217391 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS. PART I, LINE 4B THE HEAD OF SCHOOL, DENNIS BISGAARD, PARTICIPATES IN A 457(F) NONQUALIFIED SUPPLEMENTAL BENEFIT PLAN. X 26 185066 FMV 0 1 1 PART I, LINE 32B: THE SCHOOL USES A THIRD PARTY FOR THE SALE OF STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11 THE 990, EXCLUDING SCHEDULE B, WAS PROVIDED TO THE SCHOOL'S AUDIT COMMITTEE AND 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. THE RESPONSES ARE REVIEWED BY THE BOARD'S GOVERNANCE AND NOMINATING COMMITTEE EACH YEAR. 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, NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) BENCHMARKING ANALYSIS, ETC. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES THE FORM 990 AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST TO THE PUBLIC.