2022-05-10T14:09:08-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2020-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN DIR OF FINANCE & OPERATIONS 8602339631 2022-05-09 1 COLLEEN WOERLEN 999009999 LAURA J KENNEY P00202198 6177170831 2022-05-09 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z THOMAS DILLOW 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 48738725 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. 27 24 164 27 -4737 0 2687165 5184454 21341138 22189499 805505 2185814 638492 629493 25472300 30189260 6863989 7098827 0 0 12103202 12479008 0 0 831635 6654387 6839042 25621578 26416877 -149278 3772383 63243218 73493851 15677082 17671500 47566136 55822351 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 22549404 7098827 22527011 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, SCIENCE, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 22549404 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 69 0 1 164 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 24 1 0 0 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 THOMAS DILLOW HEAD OF SCHOOL 40.00 X X 314540 0 204092 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 40.00 X 198866 0 59817 ALAN R COMRIE CONTROLLER, DIR. OF FIN. ASSISTANCE 40.00 X 208439 0 17678 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 40.00 X 177660 0 15216 DANIEL GLEASON DIRECTOR OF UPPER SCHOOL 40.00 X 138739 0 12446 ZAIRA SANTIAGO AST. HEAD OF SCHOOL FOR EXT. AFFAIRS 40.00 X 118295 0 10038 CAROLYN MCKEE DIR. OF ACADEMIC PLANNING 40.00 X 115708 0 9786 I BRADLEY HOFFMAN TRUSTEE - CHAIR 1.00 X X 0 0 0 MARY S MARTIN TRUSTEE - VICE CHAIR 1.00 X X 0 0 0 MARK CONRAD TRUSTEE - TREASURER 1.00 X X 0 0 0 ANN COOLIDGE RANDALL TRUSTEE - SECRETARY 1.00 X X 0 0 0 MEAGHAN CAHILL BECKER 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 HELEN K EATHERTON CPA TRUSTEE 1.00 X 0 0 0 JOSEPH R GIANNI TRUSTEE 1.00 X 0 0 0 JEFFREY S GITLIN 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 PAUL A LEWIS TRUSTEE 1.00 X 0 0 0 PATRICK J MALONEY 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 TYLER B POLK TRUSTEE 1.00 X 0 0 0 DAVID R QUICK TRUSTEE 1.00 X 0 0 0 GARFIELD VAUGHN TRUSTEE 1.00 X 0 0 0 MELISSA VAUGHN TRUSTEE 1.00 X 0 0 0 LORI SATELL WETSMAN TRUSTEE 1.00 X 0 0 0 LEWIS K WISE 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 1272247 0 329073 7 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 507091 CASHMAN & KATZ LLC 76 EASTERN BLVD GLASTONBURY CT 06033 MARKETING CONSULTANTS 181338 SMG CORPORATION SERVICES 25 CONTROLS DRIVE SHELTON CT 06484 CLEANING SERVICE 134653 3 2124106 3060348 436148 5184454 TUITION AND FEES 611110 22094900 22094900 AUXILIARY ACTIVITIES 611110 94599 94599 22189499 761449 -4737 766186 152796 60405 92391 92391 92391 19913425 18489060 1424365 1424365 1424365 OTHER INCOME 900099 337512 337512 INSURANCE PROCEEDS 900099 175046 175046 DEBT EXTINGUISHMENT 900099 24544 24544 537102 30189260 22527011 -4737 2482532 7098827 7098827 896992 191647 603399 101946 8543520 6899391 1270311 373818 644676 472302 141184 31190 1747624 1730396 9197 8031 646196 452858 159714 33624 78988 31595 47393 68072 27229 40843 82114 82114 169165 101465 67700 87247 55725 31522 263301 171855 46404 45042 288626 231321 42961 14344 903673 803338 91571 8764 38839 35598 1855 1386 91792 35718 14053 42021 85813 82630 2073 1110 1685377 1622867 40718 21792 282399 274046 5441 2912 OTHER PURCHASED SERVICE 1554158 1292299 163142 98717 REPAIRS AND MAINTENANCE 199261 189213 7610 2438 OTHER BOND COSTS 88367 85089 2135 1143 FURNITURE AND FIXTURES 59051 35983 22029 1039 812799 628012 142469 42318 26416877 22549404 3035838 831635 10715431 11251396 531638 431815 11078 7087735 604593 675125 60422981 38093671 23517152 22329310 26458348 29995006 1404978 1723464 63243218 73493851 1308493 1629361 2124106 5990276 14716793 4767924 1486283 1325346 15677082 17671500 X 29438021 34128097 18128115 21694254 47566136 55822351 63243218 73493851 3772383 4483832 0 X 0 1 X 1 0 X 1951494 1770572 1339486 2687165 5184454 12933171 1951494 1770572 1339486 2687165 5184454 12933171 3640430 9292741 735583 937078 1129986 897106 914245 4613998 51175 51175 17598344 107012164 0.52800 0.50680 X PART II, LINE 10 OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28432531 1360585 6236602 420982 5410854 30197882 27268254 1651451 1069289 434068 1122395 28432531 27269175 118368 1019957 429751 709495 27268254 25835639 856295 1719453 445426 696786 27269175 24651539 2539482 2980889 428844 3907427 25835639 0.36700 0.42590 0.20710 0 0 1935231 1935231 45334448 28499333 16835115 5253487 3733211 1520276 7899815 5861127 2038688 22329310 ASSET RETIREMENT OBLIGATION 1215770 SPLIT-INTEREST AGREEMENT LIABILITY 59643 OBLIGATION UNDER CAPITAL LEASE 49933 1325346 26285703 4483834 4483834 21801869 82114 8305277 8387391 30189260 18029486 0 18029486 82114 8305277 8387391 26416877 PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 8,305,277. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 8,305,277. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 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. SCHEDULE E, PART I, LINE 6 DURING FISCAL YEAR ENDED JUNE 30, 2021 THE SCHOOL RECEIVED FORGIVENESS OF THE PAYROLL PROTECTION PROGRAM LOAN BY THE SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT. THE SCHOOL DOES NOT OTHERWISE RECEIVE GOVERNMENT FINANCIAL ASSISTANCE. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT N/A 3554537 0 0 0 0 0 0 3554537 0 3554537 1 0 1 1 0 0 PART III ACCOUNTING METHOD: PART I - LINE 3 THE SCHOOL IS INVESTED IN THE WEATHERLOW OFFSHORE FUND I LTD., A CAYMAN ISLANDS EXEMPTED COMPANY THAT OPERATES AS A FEEDER FUND IN A MASTER-FEEDER STRUCTURE. THE COMPANY MAINTAINS ITS REGISTERED OFFICE IN THE CAYMAN ISLANDS AND IS REGISTERED UNDER THE MUTUAL FUNDS LAW OF THE CAYMAN ISLANDS. UNDER THE MASTER-FEEDER STRUCTURE, THE COMPANY SEEKS TO ACHIEVE ITS OBJECTIVE BY INVESTING ALL OR SUBSTANTIALLY ALL OF ITS ASSETS IN THE WEATHERLOW FUND I, L.P. (THE MASTER FUND), A DELAWARE COMPANY. PART IV - LINE 3 THE SCHOOL HAD A .23% INTEREST IN THE WEATHERLOW OFFSHORE FUND I LTD. AS DESCRIBED ABOVE. 1 NEED BASED FINANCIAL ASSISTANCE, SCHOLARSHIPS AND STIPENDS 337 7098827 TUITION ASSISTANCE AND STIPENDS FOR EDUCATION PART I, LINE 2: THE SCHOOL PROVIDES NEED-BASED SCHOLARSHIPS AND MERIT AWARDS BASED ON A REDUCTION IN TUITION. PART III: NEED-BASED AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED BY THE SCHOOL AND STUDENT SERVICES GUIDELINES WHICH PROVIDES A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY 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 0 0 0 0 0 0 0 0 THOMAS DILLOW HEAD OF SCHOOL 306560 0 0 0 7980 0 42300 0 161792 0 518632 0 0 0 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 198866 0 0 0 0 0 17265 0 42552 0 258683 0 0 0 ALAN R COMRIE CONTROLLER, DIR. OF FIN. ASSISTANCE 208439 0 0 0 0 0 17208 0 470 0 226117 0 0 0 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 177660 0 0 0 0 0 14784 0 432 0 192876 0 0 0 DANIEL GLEASON DIRECTOR OF UPPER SCHOOL 138739 0 0 0 0 0 12024 0 422 0 151185 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. 101950 SCHOLARSHIP - NEED-BASED EDUCATION X 29 436148 FMV 0 1 0 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 2 TRUSTEES GARFIELD VAUGHN AND MELISSA VAUGHN HAVE A FAMILY RELATIONSHIP. 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.