2015-02-12T07:25:25-06:00 2014-06-30 061009205 BLUM SHAPIRO & COMPANY PC 29 SOUTH MAIN STREET WEST HARTFORD CT 061272000 990 2013-07-01 061229222 KING LOW HEYWOOD THOMAS SCHOOL INC KING 2033223496 1450 NEWFIELD AVENUE STAMFORD CT 06905 KIMBERLY LEEKER CFO 2033223496 2015-02-11 1 ELIZABETH SOLECKI P00235171 8605614000 2015-02-11 2013 2016-03-07 17:11:31Z KIMBERLY LEEKER 1450 NEWFIELD AVENUE STAMFORD CT 06905 61802987 0 X WWW.KLHT.ORG X 1988 CT KING LOW HEYWOOD THOMAS SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL SERVING 680 CHILDREN FROM PRE-K TO GRADE 12. 22 22 286 150 0 0 6376509 3127618 23800008 25324506 1038048 589045 6508 374277 31221073 29415446 2329730 2425356 0 0 15316126 16014248 0 0 440021 7839244 8225803 25485100 26665407 5735973 2750039 73511937 76475926 23033681 21954063 50478256 54521863 KING IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL SERVING STUDENTS FROM PRE-KINDERGARTEN THROUGH GRADE 12. KING IS A DIVERSE, VIBRANT LEARNING COMMUNITY DEDICATED TO EDUCATIONAL EXCELLENCE AND THE FULLEST ACADEMIC AND PERSONAL ACHIEVEMENT OF OUR STUDENTS. 0 0 22453281 2425356 25324506 PROVIDED EDUCATION FOR CHILDREN AGES PRE-SCHOOL THROUGH GRADE 12 AND PROVIDED SUMMER CAMP PROGRAMS. APPROXIMATELY 690 STUDENTS ATTENDED THIS SCHOOL FOR THE FISCAL YEAR ENDED JUNE 30, 2014. 22453281 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 72 0 1 286 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 X KIMBERLY LEEKER KING LOW HEYWOOD THOMAS SCHOOL 2033223496 1450 NEWFIELD AVENUE STAMFORD CT 06905 LOUIS PAGLIA PRESIDENT 10.00 X X 0 0 0 THOMAS J CONHEENEY VICE PRESIDENT 5.00 X X 0 0 0 TIMOTHY TULLY TREASURER 3.00 X X 0 0 0 FREDERICK S GOLD SECOND VICE PRESIDENT 3.00 X X 0 0 0 SUSAN MIRZA SECRETARY 3.00 X X 0 0 0 LINDA PETRONE TRUSTEE 2.00 X 0 0 0 PEGGY BEWKES TRUSTEE 2.00 X 0 0 0 ALAN BOWSER TRUSTEE 2.00 X 0 0 0 ROBERT HOLTZ TRUSTEE 2.00 X 0 0 0 CRAIG BURNS TRUSTEE 2.00 X 0 0 0 EDWARD CESARE TRUSTEE 2.00 X 0 0 0 ADAM DE CHIARA TRUSTEE 2.00 X 0 0 0 DONNA FARBER TRUSTEE 2.00 X 0 0 0 KEITH FLEISCHMAN TRUSTEE 2.00 X 0 0 0 HELEN JAFFE TRUSTEE 2.00 X 0 0 0 J DEVERE JONES TRUSTEE 2.00 X 0 0 0 GERALD KNORR TRUSTEE 2.00 X 0 0 0 MICAELA MALIN TRUSTEE 2.00 X 0 0 0 AMY SILBERFEIN TRUSTEE 2.00 X 0 0 0 MOIRA SNOVER TRUSTEE 2.00 X 0 0 0 EDWARD ORENSTEIN TRUSTEE 2.00 X 0 0 0 JOHN QUA TRUSTEE 2.00 X 0 0 0 ALISA SAVITZ TRUSTEE 2.00 X 0 0 0 KELLY WHEELER TRUSTEE 2.00 X 0 0 0 THOMAS B MAIN HEAD OF SCHOOL 40.00 X 423726 0 212185 KIM LEEKER ASST. HEAD, FINANCE AND OPERATIONS 40.00 X 278307 0 46359 KAREN RAIDT HEAD OF LOWER SCHOOL 40.00 X 128019 0 76825 BENNETT HOKE DIRECTOR OF INSTITUTIONAL ADVANCEMENT 40.00 X 163061 0 19953 BOBBY WALKER HEAD OF MIDDLE SCHOOL 40.00 X 132355 0 35763 MARNIE SADLOWSKY HEAD OF UPPER SCHOOL 40.00 X 128166 0 32166 CARRIE SALVATORE DIRECTOR OF ADMISSION & FINANCIAL AID 40.00 X 121951 0 16389 1375585 0 439640 14 0 1 0 THE WHITING TURNER CONTRACTING COMPANY PO BOX 17596 BALTIMORE MD 21297 CONSTRUCTION SERVICES 4845426 SODEXO INC & AFFILIATES PO BOX 81049 WOBURN MA 01813 FACILITIES MAINTENANCE 1108545 FLIK INDEPENDENT SCHOOLS BY CHARTWELL PO BOX 9337 CHICAGO IL 60693 FOOD SERVICES 779734 ROGER FERRIS & PARTNERS LLC 285 RIVERSIDE AVENUE WESTPORT CT 06880 ARCHITECTURAL SERVICES 221793 GROSSO CUSTOM BUILDERS 86 SHERIDAN ST STRATFORD CT 06615 CONSTRUCTION SERVICES 214294 13 3127618 75960 3127618 TUITION & PROGRAM FEES 611600 25324506 25324506 25324506 690066 690066 31930497 31923530 107988 6967 -107988 -101021 -101021 728883 356023 372860 372860 GAIN IN CSV OF INS. 611600 1622 1622 GAIN (LOSS) ON ANNUITY 611600 -205 -205 1417 29415446 25324506 0 963322 2425356 2425356 963874 963874 10893775 9369228 1294204 230343 651855 565834 73559 12462 2749629 2578769 127909 42951 755115 608371 130389 16355 27537 27537 59576 59576 170776 153698 17078 1811416 1630274 181142 35044 17522 17522 195529 175976 19553 2269728 2042755 226973 317016 285314 31702 EDUCATIONAL & LIBRARY 1176328 1176328 ATHLETIC SUPPLIES 424077 424077 PROF. DEVELOPMENT 293010 189033 103977 ADVERTISING & MARKETING 262721 178210 32104 52407 1183045 632536 465006 85503 26665407 22453281 3772105 440021 21702396 18206758 2210782 1460765 102399 146099 405364 432034 53657203 16824449 33763447 36832754 14992693 19064794 334856 332722 73511937 76475926 3458022 2100987 10550659 11138076 9025000 8715000 23033681 21954063 X 45416015 49604075 5062241 4917788 50478256 54521863 73511937 76475926 X 2750039 1343668 -50100 X X 0 1 X 1 0 X 3720424 3029395 3150346 6376509 3127618 19404292 3720424 3029395 3150346 6376509 3127618 19404292 2246242 17158050 199762 394599 338247 324435 690066 1947109 307195 364105 230145 3898 372860 1278203 22629604 112497037 0.75820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16551494 1663488 4349 18210633 16154940 12592 386677 2715 16551494 15794829 100796 259410 95 16154940 14497854 10621 1291015 4661 15794829 13778003 10155 709857 161 14497854 1.00000 0 0 220000 220000 46909152 12923320 33985832 6528051 3901129 2626922 36832754 27725614 1343668 -3218747 -1875079 29600693 170776 -356023 -185247 29415446 23682007 356023 356023 23325984 170776 3168647 3339423 26665407 PART V, LINE 4: IN ORDER TO GROW THE GENERAL ENDOWMENT, THE SCHOOL DID NOT TAKE A DRAW DURING 2013. THE INTENTION OF THE SCHOLARSHIP ENDOWMENT IS TO PROVIDE NEED-BASED SCHOLARSHIPS TO ELIGIBLE STUDENTS IN A SUSTAINABLE MANNER. PART XI, LINE 2D - OTHER ADJUSTMENTS: WRITE OFF OF PLEDGES RECEIVABLE -50,100. SCHOLARSHIPS ($85,000) & GRANTS IN AID ($2,340,356) -2,425,356. TUITION REMISSION -743,291. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -356,023. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 356,023. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION 743,291. SCHOLARSHIPS ($85,000) & GRANTS IN AID ($2,340,356) 2,425,356. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ONCE A YEAR, IN CONJUNCTION WITH OTHER AREA NAIS SCHOOLS, THE SCHOOL PLACES AN ADVERTISEMENT IN THE NEW YORK TIMES LISTING THE NON-DISCRIMINATORY POLICY. IN ADDITION, THE POLICY IS CLEARLY STATED IN ALL ADMISSION MATERIALS. VARIOUS EVENTS 728883 728883 356023 728883 728883 356023 356023 372860 1 FINANCIAL AID 90 2407051 FMV REDUCTION IN TUITION NEED-BASED SCHOLARSHIPS 4 18305 FMV REDUCTION IN TUITION PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS VIA REDUCTION IN TUITION. X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 THOMAS B MAIN HEAD OF SCHOOL 329097 0 81438 0 13191 0 47407 0 164778 0 635911 0 0 0 KIM LEEKER ASST. HEAD, FINANCE AND OPERATIONS 242533 0 35000 0 774 0 25380 0 20979 0 324666 0 0 0 KAREN RAIDT HEAD OF LOWER SCHOOL 127921 0 0 0 98 0 11768 0 65057 0 204844 0 0 0 BENNETT HOKE DIRECTOR OF INSTITUTIONAL ADVANCEMEN 155501 0 7500 0 60 0 8475 0 11478 0 183014 0 0 0 BOBBY WALKER HEAD OF MIDDLE SCHOOL 132257 0 0 0 98 0 11070 0 24693 0 168118 0 0 0 MARNIE SADLOWSKY HEAD OF UPPER SCHOOL 128063 0 0 0 103 0 11948 0 20218 0 160332 0 0 0 PART I, LINE 1A PER CONTRACT PART I, LINE 4B THE HEAD OF THE SCHOOL PARTICIPATES IN A 457(F) PLAN. PART I, LINE 7 BONUSES ARE AWARDED BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS. A CHEFA 060806186 2013-04-30 9100000 REFINANCING SERIES A BOND ISSUE 0 0 0 A 9100000 9000944 99056 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 X 14 75960 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS DELEGATED FACILITIES MANAGEMENT TO SODEXO, AND HAS DELEGATED FOOD SERVICE MANAGEMENT TO FLIK. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD, OTHER THAN THE EXECUTIVE COMMITTEE IN LIMITED CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEW THE ENTIRE FORM 990. FORM 990, INCLUDING SCHEDULE B WITH THE NAMES REDACTED, IS THEN DISTRIBUTED, REVIEWED AND APPROVED AT THE BOARD OF TRUSTEES MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL SIGNED CONFLICT OF INTEREST STATEMENTS ARE REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, ACCORDING TO THE PHILOSOPHY AND PROCESS OUTLINED IN THE COMPENSATION PHILOSOPHY CHARTER. COMPETITIVE SALARY DATA FROM SEVERAL SOURCES, EXPERIENCE AND A PERFORMANCE APPRAISAL ARE UTILIZED IN THE COMPENSATION DETERMINATION AND DOCUMENTATION. THE HEAD OF SCHOOL DETERMINES THE COMPENSATION FOR KEY EMPLOYEES AND SENIOR ADMINISTRATORS UTILIZING THE OVERALL SALARY INCREASE POOL APPROVED BY THE BOARD OF TRUSTEES AS A BASE. IN ADDITION, COMPETITIVE SALARY DATA, EXPERIENCE AND A PERFORMANCE APPRAISAL ARE UTILIZED FOR DETERMINING COMPENSATION AS WELL AS DOCUMENTATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PLEDGE WRITE-OFF -50,100. FORM 990, PART X11, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED IN THE CURRENT YEAR