2011-09-14T15:44:10-05:00 2010-06-30 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2009-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 061191430 COLLEEN M WOERLEN 8602339631 2011-09-01 1 ELIZABETH SOLECKI 8605614000 2009 2016-03-07 17:11:31Z DENNIS BISGAARD 170 KINGSWOOD ROAD WEST HARTFORD CT 061191430 26208343 0 X WWW.KINGSWOODOXFORD.ORG X 1909 CT KINGSWOOD OXFORD 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 23 170 213 205929 0 1830235 1524576 17619991 15819657 352223 637770 -232625 346624 19569824 18328627 3563423 3573336 0 9132361 8669219 0 764324 6647493 6554699 19343277 18797254 226547 -468627 59006432 59444074 18847230 18882888 40159202 40561186 KINGSWOOD OXFORD 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 15871136 3573336 15822031 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGE, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 15871136 1 1 0 0 0 0 0 0 0 1 1 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 1 0 0 0 1 89 0 1 170 1 1 1 0 0 0 0 0 0 0 0 23 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 CPA 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 BRUCE MANDELL 1.00 X 0 0 0 BENJAMIN L CRUSE 1.00 X 0 0 0 KATHERINE KEEGAN ANTLE 1.00 X 0 0 0 WALTER S BAILEY 1.00 X 0 0 0 BAXTER H MAFFETT 1.00 X 0 0 0 BRETT BROWCHUCK 1.00 X 0 0 0 FREDERICK S FARQUAR 1.00 X 0 0 0 MARILYN GLOVER 1.00 X 0 0 0 CHERYL GRISE 1.00 X 0 0 0 STEPHEN B HAZARD 1.00 X 0 0 0 I BRADLEY HOFFMAN 1.00 X 0 0 0 TIMOTHY A HOLT 1.00 X 0 0 0 CHRISTOPHER G GENT 1.00 X 0 0 0 DIDIER MICHAUD-DANIEL 1.00 X 0 0 0 AVERY ROCKEFELLER III 1.00 X 0 0 0 MICHAEL J REILLY 1.00 X 0 0 0 LES R TAGER 1.00 X 0 0 0 ALDEN Y WARNER III 1.00 X 0 0 0 JOAN SAFFORD WRIGHT 1.00 X 0 0 0 PAUL F ROMANO 1.00 X 0 0 0 R ASHLEY WASHBURN 1.00 X 0 0 0 PAULA WHITNEY 1.00 X 0 0 0 MARK PALEY 1.00 X 0 0 0 DENNIS BISGAARD 40.00 X 270944 0 137978 COLLEEN WOERLEN 40.00 X 140180 0 23584 DEBORAH HYDE 40.00 X 180609 0 14143 ALAN R COMRIE 40.00 X 146450 0 12320 MICHAEL FRYER 40.00 X 105300 0 36866 843483 0 224891 5 0 1 0 FIP CONSTRUCTION INC 10 MCKEE PLACE CHESHIRE CT 06410 CONSTRUCTION 3191522 SAGE DINING SERVICES INC 222 BOSLEY AVENUE TOWSON MD 21204 FOOD SERVICE 591368 SERVICEMASTER ASSURED JANITORIAL 171 MARKET SQUARE NEWINGTON CT 06111 CLEANING SERVICE 246150 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION 148024 HB COMMUNICATIONS INC 60 DODGE AVENUE NORTH HAVEN CT 06473 TECHNOLOGY 126027 6 1524576 201697 1524576 TUITION AND FEES 611110 15499595 15499595 AUXILIARY ACTIVITIES 611110 320062 171482 148580 15819657 435648 435648 175598 65569 110029 110029 34939 75090 7981851 7779729 202122 202122 202122 6780 34418 -27638 -27638 OTHER INCOME 900099 178005 150954 27051 CHANGE IN BENEF. INTER 900099 90869 90869 PTRSHIP INVESTMENTS 523000 -4641 -4641 264233 18328627 15822031 205929 776091 3573336 3573336 513315 272526 173589 67200 6630359 5491581 845097 293681 457910 380555 57428 19927 559149 469076 69424 20649 508486 412095 71377 25014 61441 24576 36865 49593 19837 29756 74667 74667 65741 26296 39445 27097 16258 10839 399908 255388 69628 74892 218018 174414 32703 10901 883748 729843 150195 3710 174526 147649 2696 24181 84105 61012 13689 9404 158676 126941 31735 1787121 1462870 257904 66347 139587 111670 20938 6979 OTHER PURCHASED SERVICE 1075711 1032981 28191 14539 REPAIRS AND MAINTENANCE 404591 394487 10104 OTHER BOND COSTS 133600 106880 26720 FURNITURE AND FIXTURES 65844 45474 19686 684 PROFESSIONAL DEVELOPMEN 62927 46331 8386 8210 687798 489060 80732 118006 18797254 15871136 2161794 764324 1 1 2916289 3619798 2037688 1475973 23302 9186 862682 875417 49411716 21385206 27310988 28026510 21883053 22426065 2487650 1434128 1484779 1576996 59006432 59444074 1730461 1059446 4209603 5343181 11410000 11095000 380263 240000 1116903 1145261 18847230 18882888 X 24739029 29115092 6915932 2832270 8504241 8613824 40159202 40561186 59006432 59444074 X 0 1 1 X 0 X Schedule A, Part IV, Supplemental Information: N/A RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15269044 764640 1365899 128596 243239 17027748 17272082 73334 -1691598 79628 305146 15269044 0.50000 0.42000 0.05000 0 0 1871944 1871944 37971732 16479746 21491986 3923661 2771119 1152542 5644379 2134341 3510038 28026510 ASSET RETIREMENT OBLIGATION 984389 LIABILTY UNDER SPLIT-INTEREST AGREEMENTS 91057 OBLIGATION UNDER CAPITAL LEASE 69815 1145261 18328627 18797254 -468627 870611 870611 401984 15554526 870611 -3570045 -2699434 18253960 74667 74667 18328627 15152542 0 15152542 74667 3570045 3644712 18797254 Part XII, Line 2d - Other Adjustments: GRANTS AND ALLOCATIONS: -3570045. Part XIII, Line 4b - Other Adjustments: GRANTS AND ALLOCATIONS: 3570045. 1 1 1 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 1 1 1 0 0 0 0 0 0 0 0 1 0 THE SCHOOL RECEIVED PASS-THROUGH FUNDS OF $10,748 FROM THE TOWN OF WEST HARTFORD. 1 1 SCHOLARSHIPS - NEED BASED 179 2732334 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT 23 162500 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT 13 17712 FMV STIPENDS FOR EDUCATION TUITION REMISSION 22 654500 FMV TUITION ASSISTANCE SCHOLARSHIPS - NEED BASED STIPENDS 4 3000 FMV STIPENDS FOR EDUCATION Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE SCHOOL PROVIDES NEED BASED SCHOLARSHIPS, MERIT AWARDS, AND TUITION REMISSION BASED ON A REDUCTION IN TUITION. X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DENNIS BISGAARD 270944 0 0 0 0 0 51200 0 87387 0 409531 0 0 0 COLLEEN WOERLEN 140180 0 0 0 0 0 11872 0 12318 0 164370 0 0 0 DEBORAH HYDE 180609 0 0 0 0 0 14144 0 609 0 195362 0 0 0 ALAN R COMRIE 146450 0 0 0 0 0 11716 0 604 0 158770 0 0 0 Part I, Line 1a PART 1 LINE 1A: THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS. PART 1 LINE 4B: THE HEAD OF SCHOOL, DENNIS BISGAARD, PARTICIPATES IN A 457(f) NON QUALIFIED SUPPLEMENTAL BENEFIT PLAN. X 166 COST X 35 171626 FMV X ITEMS FOR STAFF/FACULTY 36 29905 ESTIMATED 0 1 1 Third Party Use: 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 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, NAIS BENCHMARKING ANALYSIS, ETC. Form 990, Part VI, Section C, line 19 THE SCHOOL MAKES THE SCHEDULE 990 AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST TO THE PUBLIC. THE WILLIAM J TOMASSO SCHOLARSHIP FUND AT KINGSWOOD OXFORD SCHOOL INC SCHOLARSHIPS CT 501(C)(3) TYPE 11D N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0