2025-05-14T16:05:56-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2023-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN DIR OF FINANCE & OPERATIONS 8602339631 2025-05-13 1 0 LAURA J KENNEY P00202198 6177170831 2025-05-13 2023 2025-03-06 01:10:19Z THOMAS DILLOW 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 45580759 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 23 188 140 -1517 0 3037671 2551946 22591353 23492956 9918830 1516780 856378 1474454 36404232 29036136 7962872 8716695 0 0 13253642 13740381 0 0 951566 7906893 8129674 29123407 30586750 7280825 -1550614 74959323 76818423 15858573 16714005 59100750 60104418 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 26548436 8716695 24414343 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, SCIENCE, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 26548436 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 78 0 1 188 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 1 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 JEFFREY S GITLIN TRUSTEE - CHAIR 1.00 X X 0 0 0 MARY S MARTIN TRUSTEE - VP OF STRATEGIC INITIATIVES 1.00 X X 0 0 0 MARK CONRAD TRUSTEE - TREASURER 1.00 X X 0 0 0 LORI SATELL WETSMAN TRUSTEE - SECRETARY 1.00 X X 0 0 0 AMANDA BUCKINGHAM TRUSTEE 1.00 X 0 0 0 NELSON CORREA TRUSTEE 1.00 X 0 0 0 JEREMIAH A DEBERRY TRUSTEE 1.00 X 0 0 0 KAREN DIAZ MEAIKE TRUSTEE 1.00 X 0 0 0 BONNIE L DOBKIN MD TRUSTEE 1.00 X 0 0 0 JOSEPH R GIANNI TRUSTEE 1.00 X 0 0 0 LEE GOLD TRUSTEE 1.00 X 0 0 0 DEREK P GREEN TRUSTEE 1.00 X 0 0 0 J DOUGLAS HARRIS TRUSTEE 1.00 X 0 0 0 GILBERT E KEEGAN III TRUSTEE 1.00 X 0 0 0 FRED KRIEBLE TRUSTEE 1.00 X 0 0 0 MERRILL MANDELL TRUSTEE 1.00 X 0 0 0 KELLEY NICHOLSON-FLYNN TRUSTEE 1.00 X 0 0 0 MEGAN OUELLETTE TRUSTEE 1.00 X 0 0 0 DAVID R QUICK TRUSTEE 1.00 X 0 0 0 BRUCE S SIMONS TRUSTEE 1.00 X 0 0 0 GAYLE TEMKIN TRUSTEE 1.00 X 0 0 0 JOHN Y WANG TRUSTEE 1.00 X 0 0 0 LEWIS K WISE TRUSTEE 1.00 X 0 0 0 THOMAS DILLOW HEAD OF SCHOOL 40.00 X 346908 0 185365 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 40.00 X 214111 0 44455 ALAN R COMRIE CONTROLLER, DIR. OF FIN. ASST. 40.00 X 218405 0 35261 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 40.00 X 186652 0 35692 LUIS BAEZ DIRECTOR OF FACILITIES 40.00 X 114201 0 38127 JAYNE ROTTER DIRECTOR OF LEADERSHIP GIVING 40.00 X 123382 0 34319 ANN SCIGLIMPAGLIA DIRECTOR OF ACADEMIC PLANNING 40.00 X 126146 0 19161 1329805 0 392380 13 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 796513 CENTERBROOK ARCHITECTS & PLANNERS LLP PO BOX 955 CENTERBROOK CT 06409 ARCHITECTURAL SERVICE 793700 FIP CONSTRUCTION INC 1536 NEW BRITAIN AVENUE FARMINGTON CT 06032 CONSTRUCTION 552965 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION 316221 SMG CORPORATE SERVICES PO BOX 53 BRATTLEBORO VT 05302 CLEANING SERVICES 249010 10 83997 2467949 548974 2551946 TUITION AND FEES 611110 23314643 23314643 AUXILIARY ACTIVITIES 611110 178313 178313 23492956 1386356 -1517 1387873 172999 83455 89544 89544 89544 16549085 16418661 130424 130424 130424 155110 83997 42507 112603 112603 OTHER INCOME 900099 921387 921387 INSURANCE PROCEEDS 900099 350920 350920 1272307 29036136 24414343 -1517 2071364 8716695 8716695 816457 177459 543185 95813 9534171 7900824 1200118 433229 709970 519680 155928 34362 1954326 1814133 116990 23203 725457 508405 179304 37748 51454 51454 79312 79312 133259 133259 68834 41300 27534 176091 109517 66574 459972 306956 78915 74101 379642 307403 54130 18109 944062 898901 33316 11845 259370 242789 3829 12752 153047 60746 23839 68462 6649 6402 161 86 1726388 1662357 41709 22322 453270 421628 8506 23136 OTHER PURCHASED SERVICE 1796257 1567364 154455 74438 REPAIRS AND MAINTENANCE 205052 191784 10955 2313 PROF. DEVELOPMENT 68843 64839 2715 1289 FURNITURE AND FIXTURES 50728 48760 1486 482 1117444 980494 119074 17876 30586750 26548436 3086748 951566 16318338 17592419 343088 8920 6280578 6416107 950954 974655 62653036 41694934 19949577 20958102 23518136 21708295 5853281 7389819 1745371 1770106 74959323 76818423 1134181 1985149 13720633 13835949 1003759 892907 15858573 16714005 X 38543656 37316542 20557094 22787876 59100750 60104418 74959323 76818423 -1550614 2554282 0 X 0 1 X 1 0 X 2687165 5184454 1483369 3037671 2551946 14944605 2687165 5184454 1483369 3037671 2551946 14944605 2321635 12622970 897106 914245 954942 1092206 1559355 5417854 39095 39824 112603 191522 350920 350920 20904901 115593186 0.60380 0.59980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27451001 223901 3234953 505353 760652 29643850 25620211 224928 2876243 505145 765236 27451001 30197882 77491 -3409021 502156 743985 25620211 28432531 1360585 6236602 420982 5410854 30197882 27268254 1651451 1069289 434068 1122395 28432531 0.36280 0.44810 0.18910 0 0 664219 664219 45722177 30725922 14996255 5859727 4027594 1832133 10406913 6941418 3465495 20958102 REAL ESTATE INVESTMENT FUNDS 40989 C HEDGE FUND OF FUNDS 5541070 C PRIVATE EQUITY FUNDS 1807760 C 7389819 ASSET RETIREMENT OBLIGATION 616071 SPLIT-INTEREST AGREEMENT LIABILITY 37159 OBLIGATION UNDER CAPITAL LEASE 62282 RIGHT OF USE LIABILITY 177395 892907 21527144 2554282 2554282 18972862 133259 9930015 10063274 29036136 20523476 0 20523476 133259 9930015 10063274 30586750 PART V, LINE 4: ENDOWED FUNDS ARE USED IN ACCORDANCE WITH THE DONOR WISHES AND INCLUDES SCHOLARSHIP, FACULTY ENRICHMENT, PERFORMING ARTS, FACILITIES MAINTENANCE, FACULTY AWARDS AND A GENERAL RELIEF OF OPERATING COSTS OF THE SCHOOL. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 9,930,015. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 9,930,015. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT N/A 6997588 0 0 0 0 0 0 6997588 0 6997588 1 0 1 1 0 0 PART I, LINE 3: THE SCHOOL HAS FINANCIAL INTERESTS IN FIVE INVESTMENTS WITH MASTER-FEEDER STRUCTURES MAINTAINING THEIR RESPECTIVE REGISTERED OFFICES IN THE CAYMAN ISLANDS AND REGISTERED UNDER THE MUTUAL FUNDS LAW OF THE CAYMAN ISLANDS. ALL FIVE INVESTMENTS (MARKET VALUES SUMMARIZED BELOW) MAINTAIN THEIR PARTNERSHIP ASSETS (MASTER FUND) WITHIN THEIR LIMITED PARTNERSHIPS AS DELAWARE, MD (UNITED STATES) COMPANIES. THE WEATHERLOW OFFSHORE FUND I, LTD, MARKET VALUE: $3,693,263 HARBOURVEST 2021 GLOBAL FEEDER FUND, LP, MARKET VALUE: $856,161 HARBOURVEST 2022 GLOBAL FEEDER FUND, LP, MARKET VALUE: $463,704 HARBOURVEST 2023 GLOBAL FEEDER FUND, LP, MARKET VALUE: $136,653 RA CAPITAL HEALTHCARE FUND, LP, MARKTET VALUE: $1,847,807 PART IV, LINE 3 THE SCHOOL HAD A .09% INTEREST IN THE WEATHERLOW OFFSHORE FUND I, LTD, A .11% INTEREST IN THE HARBOURVEST 2021 GLOBAL FEEDER FUND, LP, A .14% INTEREST IN THE HARBOURVEST 2022 GLOBAL FEEDER FUND, LP, A .12% INTEREST IN THE HARBOURVEST 2023 GLOBAL FEEDER FUND, LP, A .02% INTEREST IN THE RA CAPITAL HEALTHCARE FUND, LP (ALL DESCRIBED ABOVE). GALA 137880 40931 96949 872 15459 3299 6899 GOLF-TENNIS EVENT 101227 43066 58161 8064 7914 239107 83997 155110 872 8064 23373 3299 6899 42507 112603 1 NEED-BASED FINANCIAL ASSISTANCE, SCHOLARSHIPS AND STIPENDS 461 8716695 PART I, LINE 2: THE SCHOOL PROVIDES NEED-BASED AWARDS AND MERIT SCHOLARSHIPS BASED ON A REDUCTION IN TUITION. NEED-BASED FINANCIAL ASSISTANCE AWARDS WERE MADE AVAILABLE TO QUALIFYING STUDENTS ON THE BASIS OF FINANCIAL NEED DETERMINED BY UTILIZING A THIRD PARTY SOFTWARE PROGRAM WHICH PROVIDES A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMATORY MANNER. ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 THOMAS DILLOW HEAD OF SCHOOL 338928 0 0 0 7980 0 78900 0 106465 0 532273 0 0 0 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 214111 0 0 0 0 0 18130 0 26325 0 258566 0 0 0 ALAN R COMRIE CONTROLLER, DIR. OF FIN. ASST. 218405 0 0 0 0 0 17914 0 17347 0 253666 0 0 0 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 186652 0 0 0 0 0 15586 0 20106 0 222344 0 0 0 JAYNE ROTTER DIRECTOR OF LEADERSHIP GIVING 123382 0 0 0 0 0 10302 0 24017 0 157701 0 0 0 LUIS BAEZ DIRECTOR OF FACILITIES 114201 0 0 0 0 0 10315 0 27812 0 152328 0 0 0 PART I, LINE 1A 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 4B THE SCHOOL HAS A SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE HEAD OF SCHOOL. THE PLAN INCLUDES A SUBSTANTIAL RISK OF FORFEITURE THROUGH HIS EMPLOYMENT PERIOD ENDING JUNE 30, 2026. IN JUNE 2024 THE SCHOOL CONTRIBUTED $30,000 INTO THE PLAN FOR TAX YEAR ENDED JUNE 30, 2024. X 37 521532 FMV X GIFTS-IN KIND 75 27442 FMV 112 0 1 0 SCHEDULE M, 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 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF NOT LESS THAN FIVE TRUSTEES. THE CHAIR SHALL BE ONE SUCH COMMITTEE MEMBER AND SERVE EX OFFICIO AS CHAIR OF THE EXECUTIVE COMMITTEE. SUBJECT TO ANY PRIOR LIMITATIONS IMPOSED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE INTERIM BETWEEN THE MEETINGS OF THE BOARD, AND ALL ACTIONS SHALL HAVE THE SAME FORCE AND EFFORTS OF ACTION OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL ALSO BE RESPONSIBLE FOR LONG-RANGE PLANNING ACTIVITIES, AND FOR MONITORING THE IMPLEMENTATION OF LONG RANGE PLANS. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO THE BYLAWS ARE AS FOLLOWS: ADDED THE REQUIREMENT FOR KINGSWOOD OXFORD TO MAINTAIN DIRECTORS AND OFFICERS LIABILITY INSURANCE. CHANGE THE NUMBER OF TRUSTEES ALLOWED TO REFLECT THE PRESIDENT AND THE PARENT ASSOCIATION NO LONGER BEING AN EX-OFFICIO TRUSTEE. CHANGED THE TERM LIMITS FROM THREE 3-YEAR TERMS TO TWO 3-YEAR TERMS WITH AN EXCEPTION TO EXTEND A TERM FOR ONE MORE 3-YEAR TERM BEGINNING IN FY25. EX-OFFICIO TRUSTEES (HEAD OF SCHOOL AND ALUMNI COUNCIL PRESIDENT) AND TRUSTEE EMERITI ARE NOT INCLUDED IN A QUORUM AND CANNOT VOTE IN MATTERS COMING BEFORE THE BOARD, BUT WILL COUNT TOWARDS A QUORUM AND CAN VOTE AT COMMITTEE MEETINGS. COMMITTEE MAKEUP: EXECUTIVE COMMITTEE IS MADE UP OF TRUSTEES ONLY. GOVERNANCE, FINANCE AND AUDIT COMMITTEES CAN BE MADE UP OF TRUSTEES, EX-OFFICIO TRUSTEES AND TRUSTEES EMERITI. COMMITTEE ACTION CAN BE REPORTED AT THE BOARD MEETING OR IN THE BOARD REPORT. ADDED THE POSITION OF ASSISTANT SECRETARY. A TRUSTEE CAN ONLY HOLD ONE OFFICE AT A TIME. CHANGED THE LANGUAGE TO REFLECT THE HEADS ADVISORY COUNCIL NAME CHANGE TO ALUMNI COUNCIL. 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 MEMBERS OF 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 TO THE PUBLIC UPON REQUEST.