2014-01-15T09:11:33-06:00 2013-06-30 061009205 BLUM SHAPIRO & COMPANY PC 29 SOUTH MAIN STREET WEST HARTFORD CT 061272000 990 2012-07-01 061229222 KING LOW HEYWOOD THOMAS SCHOOL INC KING 2033223496 1450 NEWFIELD AVENUE STAMFORD CT 06905 KIMBERLY LEEKER 2033223496 2014-01-15 1 ELIZABETH SOLECKI P00235171 8605614000 2012 2015-11-30 17:44:51Z KIMBERLY LEEKER 1450 NEWFIELD AVENUE STAMFORD CT 06905 44491663 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. 19 19 267 150 0 0 3150346 6376509 22853371 23800008 335548 1038048 235406 6508 26574671 31221073 2194861 2329730 0 0 14424615 15316126 0 0 426342 7267703 7839244 23887179 25485100 2687492 5735973 66212905 73511937 20903083 23033681 45309822 50478256 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 21482446 2329730 23800008 PROVIDED EDUCATION FOR CHILDREN AGES PRE-SCHOOL THROUGH GRADE 12 AND PROVIDED SUMMER CAMP PROGRAMS. APPROXIMATELY 680 STUDENTS ATTENDED THIS SCHOOL FOR THE FISCAL YEAR ENDED JUNE 30, 2013. 0 21482446 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 57 0 1 267 1 0 0 0 0 0 1 1 0 0 X 19 19 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 EDWARD CESARE 8.00 X X 0 0 0 JOHN QUA 3.00 X X 0 0 0 TIMOTHY TULLY 3.00 X X 0 0 0 LOUIS PAGLIA 2.00 X 0 0 0 ERIC BLATTMAN 2.00 X 0 0 0 THOMAS J CONHEENEY 3.00 X X 0 0 0 TERRAN WHITTINGHAM 2.00 X 0 0 0 JOHN MCDERMOTT 2.00 X 0 0 0 ROBERT HOLTZ 2.00 X 0 0 0 FRED KUNTZMAN 2.00 X 0 0 0 SUSAN MIRZA 3.00 X X 0 0 0 LINDA PETRONE 2.00 X 0 0 0 ALAN BOWSER 2.00 X 0 0 0 KEITH FLEISCHMAN 2.00 X 0 0 0 FREDERICK S GOLD 2.00 X 0 0 0 DONNA FARBER 2.00 X 0 0 0 AMY SILBERFEIN 2.00 X 0 0 0 MOIRA SNOVER 2.00 X 0 0 0 EDWARD ORENSTEIN 2.00 X 0 0 0 THOMAS B MAIN 40.00 X 472851 0 230257 KIMBERLY P LEEKER 40.00 X 271904 0 43059 ALEX WEINER 40.00 X 127610 0 71262 KAREN RAIDT 40.00 X 148106 0 72277 BOBBY WALKER 40.00 X 127284 0 32201 THOMAS DECKER 40.00 X 107801 0 93596 WILLIAM ENNIST 40.00 X 127102 0 31365 1382658 0 574017 13 0 1 0 THE WHITING TURNER CONTRACTING COMPANY PO BOX 17596 BALTIMORE MD 21297 CONSTRUCTION SERVICES 1516942 SODEXO INC & AFFILIATES PO BOX 81049 WOBURN MA 01813 FACILITIES MAINTENANCE 1094860 FLIK INDEPENDENT SCHOOLS BY CHARTWELL PO BOX 9337 CHICAGO IL 60693 FOOD SERVICES 773831 ROGER FERRIS & PARTNERS LLC 285 RIVERSIDE AVENUE WESTPORT CT 06880 ARCHITECTURAL SERVICES 553060 FGB CONSTRUCTION 158 BOUTON STREET NORWALK CT 06851 PAVING/EXCAVATING 393382 14 6376509 269845 6376509 TUITION & PROGRAM FEES 611600 23800008 23800008 23800008 324435 324435 13748459 12993339 41507 755120 -41507 713613 713613 239642 235744 3898 3898 GAIN IN CSV OF INS. 611600 2610 2610 2610 31221073 23800008 0 1044556 2329730 2329730 1014307 1014307 10384103 9221717 1050199 112187 628659 551092 65685 11882 2565684 2424428 104883 36373 723373 586671 120310 16392 42766 42766 68456 68456 116938 105244 11694 1750556 1575500 175056 27240 13620 13620 175052 157547 17505 1908254 1717429 190825 350355 315320 35035 EDUCATIONAL & LIBRARY 1075161 860129 107516 107516 ATHLETIC SUPPLIES 425020 425020 LOSS ON REFINANCING OF 279238 279238 PROF. DEVELOPMENT 245286 187377 57909 1374922 732384 500546 141992 25485100 21482446 3576312 426342 21643735 21702396 1237031 2210782 98655 102399 307053 405364 48697305 14933858 29705787 33763447 12707582 14992693 513062 334856 66212905 73511937 2583169 3458022 9134914 10550659 9185000 9025000 20903083 23033681 X 41539277 45416015 3770545 5062241 45309822 50478256 66212905 73511937 X 5735973 -451670 -115869 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16154940 12592 386677 2715 16551494 15794829 100796 259410 95 16154940 14497854 10621 1291015 4661 15794829 13778003 10155 709857 161 14497854 15018020 17932 -1257181 768 13778003 1.00000 0 0 220000 220000 38106070 11317849 26788221 10371235 3616009 6755226 33763447 27640623 -451670 -3247586 -3699256 31339879 116938 -235744 -118806 31221073 22472189 235744 235744 22236445 116938 3131717 3248655 25485100 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE CURRENT INTENTION OF THE GENERAL ENDOWMENT IS TO GROW AND PRESERVE THE FUNDS; THEREFORE THE SCHOOL DOES NOT TAKE ANY DRAW FROM IT. 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: SCHOLARSHIPS -72,500. GRANTS IN AID -2,257,230. TUITION REMISSION -801,987. PLEDGE WRITE-OFF -115,869. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -235,744. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 235,744. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 72,500. GRANTS IN AID 2,257,230. TUITION REMISSION 801,987. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 239642 239642 235744 239642 239642 235744 235744 3898 1 FINANCIAL AID 92 2313811 FMV REDUCTION IN TUITION NEED-BASED SCHOLARSHIPS 4 15919 FMV REDUCTION IN TUITION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS VIA REDUCTION IN TUITION. X 1 1 X X X X X 1 1 0 0 0 0 0 1 0 THOMAS B MAIN 313566 0 68912 0 90373 0 62967 0 167290 0 703108 0 0 0 KIMBERLY P LEEKER 233630 0 37500 0 774 0 24255 0 18804 0 314963 0 0 0 ALEX WEINER 114909 0 12500 0 201 0 11466 0 59796 0 198872 0 0 0 KAREN RAIDT 143016 0 5000 0 90 0 11482 0 60795 0 220383 0 0 0 BOBBY WALKER 127192 0 0 0 92 0 9275 0 22926 0 159485 0 0 0 THOMAS DECKER 107679 0 0 0 122 0 10441 0 83155 0 201397 0 0 0 WILLIAM ENNIST 106991 0 20000 0 111 0 11814 0 19551 0 158467 0 0 0 PART I, LINE 1A PER CONTRACT PART I, LINES 4A-B THE HEAD OF THE SCHOOL PARTICIPATES IN A 457(F) PLAN. MARK BAUMAN RECEIVED SEVERANCE OF $73,846 DURING CALENDAR YEAR 2012. 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 SCHEDULE K, PART V THE ORGANIZATION HAS ESTABLISHED WRITTEN PROCEDURES TO ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER THE APPLICABLE REGULATIONS. X 13 269845 FAIR MARKET VALUE 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: PLEDGE WRITE-OFF -115,869. FORM 990, PART XII, 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.