2020-02-21T03:52:31-06:00 2019-06-30 061009205 BLUM SHAPIRO & COMPANY PC ONE INTERNATIONAL PLACE 16TH FLOOR BOSTON MA 02110 990 2018-07-01 061229222 KING SCHOOL INC KING 2033223496 1450 NEWFIELD AVENUE STAMFORD CT 06905 KIMBERLY LEEKER ASSOCIATE HEAD, FINANCE & OPERATION 2033223496 2020-02-14 1 LAURA J KENNEY P00202198 6177170831 2020-02-14 64.251.63.131 2020-02-14 11:32:59 ES P 9F3B9057DC4C1AB93FF6CCB85D8B21EC61D194BB 212D4AA7D86991E97AAA9C7923B382683810470F 2018 2020-09-23 17:36:50Z KIMBERLY LEEKER 1450 NEWFIELD AVENUE STAMFORD CT 06905 41332881 0 X WWW.KINGSCHOOLCT.ORG X 1988 CT KING SCHOOL, INC. IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL SERVING 692 CHILDREN FROM PRE-K TO GRADE 12. 24 24 340 200 0 0 4529384 4403959 28591362 29953844 696266 904933 138630 317067 33955642 35579803 3422167 3935537 0 0 18518926 19295117 0 0 1094834 10410807 10347489 32351900 33578143 1603742 2001660 81700150 83256780 18905220 17985600 62794930 65271180 KING IS AN INDEPENDENT COLLEGE PREPARATORY DAY 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 27201847 3935537 29953844 PROVIDED EDUCATION FOR CHILDREN AGES PRE-SCHOOL THROUGH GRADE 12 AND PROVIDED SUMMER CAMP PROGRAMS. APPROXIMATELY 692 STUDENTS ATTENDED THIS SCHOOL FOR THE FISCAL YEAR ENDED JUNE 30, 2019. 27201847 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 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 55 0 1 340 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 X KIMBERLY LEEKER KING SCHOOL INC 2033223496 1450 NEWFIELD AVENUE STAMFORD CT 06905 THOMAS J CONHEENEY PRESIDENT 25.00 X X 0 0 0 DOUGLAS PERLMAN VICE PRESIDENT 5.00 X X 0 0 0 THOMAS KING SECOND VICE PRESIDENT 5.00 X X 0 0 0 ALISA SAVITZ SECRETARY 5.00 X X 0 0 0 ROBERT HOLTZ TREASURER 5.00 X X 0 0 0 CARMEN FAILLA TRUSTEE 2.00 X 0 0 0 RICHARD GOLDMAN TRUSTEE 2.00 X 0 0 0 MICHAEL JOHNSON TRUSTEE 2.00 X 0 0 0 MATTHEW ALLARD TRUSTEE 2.00 X 0 0 0 NANCY ARMSTRONG TRUSTEE 2.00 X 0 0 0 ADAM DE CHAIRA TRUSTEE 2.00 X 0 0 0 JESSICA DRBUL TRUSTEE 2.00 X 0 0 0 MI-SUN FREEMAN TRUSTEE 2.00 X 0 0 0 STACEY GAINE TRUSTEE 2.00 X 0 0 0 ERIC GERSTER TRUSTEE 2.00 X 0 0 0 LYNN KING TRUSTEE 2.00 X 0 0 0 MIRIAM KAGGWA-MWENDA TRUSTEE 2.00 X 0 0 0 GERALD KNORR TRUSTEE 2.00 X 0 0 0 EDWARD MULE TRUSTEE 2.00 X 0 0 0 FRANK NASH TRUSTEE 2.00 X 0 0 0 DANIEL OZIZMIR TRUSTEE 2.00 X 0 0 0 TODD RAKER TRUSTEE 2.00 X 0 0 0 JOHN STANISE TRUSTEE 2.00 X 0 0 0 GEORGE BEAU TAYLOR TRUSTEE 2.00 X 0 0 0 KIMBERLY LEEKER ASSOC. HEAD, FINANCE 40.00 X 338632 0 69840 KAREN ESHOO HEAD OF SCHOOL 7/1/18-PRESENT 40.00 X 197588 0 59247 MARNIE SADLOWSKY ASSOC. HEAD/HEAD OF UPPER 40.00 X 189271 0 37640 ALEX WEINER DEAN OF FACULTY/FACULTY 40.00 X 159515 0 39900 MICAH HAUBEN DEAN OF ATHLETICS 40.00 X 153520 0 70955 LAUREN FREDETTE DIRECTOR OF DEVELOPMENT 40.00 X 152437 0 72192 JANINE NEWMAN DIRECTOR OF ADMISSION AND FINANCIAL ACCESS 40.00 X 145856 0 32654 THOMAS B MAIN HEAD OF SCHOOL 1/1/18-6/30/18 40.00 X 429592 0 123964 1766411 0 506392 29 1 1 0 SODEXO INC & AFFILIATES 9801 WASHINGTON BLVD GAITHERSBURG MD 20878 FACILITIES MAINTENANCE 1346348 FLIK INDEPENDENT SCHOOLS BY CHARTWELL 3 INTERNATIONAL DR 200 RYE BROOK NY 10573 FOOD SERVICES 973522 THE WHITING-TURNER CONTRACTING COMPANY PO BOX 17596 BALTIMORE MD 21297 CONSTRUCTION 772564 ASD CONSTRUCTION 150 AVON STREET STRATFORD CT 06615 CONSTRUCTION 343485 APPLE INC PO BOX 281877 ATLANTA GA 30384 TECHNOLOGY 157095 16 4403959 152525 4403959 TUITION & PROGRAM FEES 611600 29953844 29953844 29953844 903937 903937 5754074 5753078 996 996 996 PA DUES AND OTHER INCO 611600 284141 284141 GAIN IN CSV OF INS. 611600 1400 1400 LOSS ON ANNUITY OBLIGA 611600 -1574 -1574 33100 33100 317067 35579803 29953844 0 1222000 3935537 3935537 919374 919374 53833 53833 13470984 11755923 1326839 388222 966954 863735 70956 32263 2973827 2253971 653571 66285 910145 759801 122982 27362 78596 78596 123700 123700 132708 132708 422822 80522 342300 831260 405218 121393 304649 469022 469022 2022438 1617951 397744 6743 27150 21720 5430 175586 61455 114131 2909198 2618278 290920 391969 137189 254780 EDUCATIONAL & LIBRARY 1494205 1494205 ATHLETIC SUPPLIES 485706 485706 DEVELOPMENT EXPENSES 181145 181145 SERVICE CONTRACTS 126404 44241 82163 475580 197373 190042 88165 33578143 27201847 5281462 1094834 3003311 2583794 12510977 11144965 215265 1181973 134118 137461 344376 561246 61355570 26900443 34816827 34455127 28521129 25911561 1815451 6949520 338696 331133 81700150 83256780 2681588 2860964 8470637 7746641 7274995 6909995 478000 468000 18905220 17985600 X 57192685 58830949 5602245 6440231 62794930 65271180 81700150 83256780 2001660 474590 0 X X 0 1 X 1 0 X 4502716 3629351 2959762 4529384 4403959 20025172 4502716 3629351 2959762 4529384 4403959 20025172 594617 19430555 753084 679603 496149 695876 903937 3528649 31465 494358 122844 249400 317241 1215308 24769129 139806328 0.78450 0.80030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME FROM FUNDRAISING EVENTS PA DUES AND OTHER INC OTHER RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 27003130 1452937 962693 549896 80 28868784 24937693 1206271 1351484 492218 100 27003130 20712508 1722640 2686301 183356 400 24937693 19866308 2168332 -621807 700000 325 20712508 18210631 1539547 117099 969 19866308 1.00000 0 0 220000 220000 54904955 22372195 32532760 6230615 4528248 1702367 34455127 ALTERNATIVE INVESTMENTS 6949520 C 6949520 31166618 474590 474590 30692028 132708 4755067 4887775 35579803 28690368 0 28690368 132708 4755067 4887775 33578143 PART V, LINE 4: 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: FUNDRAISING EXPENSE PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION 819,530. SCHOLARSHIPS ($87,038) & GRANTS IN AID ($3,848,499) 3,935,537. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION 819,530. SCHOLARSHIPS ($87,038) & GRANTS IN AID ($3,848,499) 3,935,537. 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. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 3775888 0 0 0 0 0 0 3775888 0 3775888 1 0 1 0 0 0 1 FINANCIAL AID 131 3917587 FMV REDUCTION IN TUITION FUNDS TO SUPPORT FACULTY PROFESSIONAL GROWTH & DEVELOPMENT 4 17950 FMV PROFESSIONAL GROWTH AND DEVELOPMENT SUPPORT PART I, LINE 2: FINANCIAL AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED BY SCHOOL AND STUDENT SERVICES (SSS) GUIDELINES WHICH PROVIDE A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED ON 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 1 1 X X X X 0 0 0 0 0 0 0 1 0 KIMBERLY LEEKER ASSOC. HEAD, FINANCE 299534 0 37500 0 1598 0 44040 0 25800 0 408472 0 0 0 KAREN ESHOO HEAD OF SCHOOL 7/1/18-PRESENT 186585 0 0 0 11003 0 16625 0 42622 0 256835 0 0 0 MARNIE SADLOWSKY ASSOC. HEAD/HEAD OF UPPER 189022 0 0 0 249 0 18000 0 19640 0 226911 0 0 0 ALEX WEINER DEAN OF FACULTY/FACULTY 158963 0 0 0 552 0 15233 0 24667 0 199415 0 0 0 MICAH HAUBEN DEAN OF ATHLETICS 153405 0 0 0 115 0 7913 0 63042 0 224475 0 0 0 LAUREN FREDETTE DIRECTOR OF DEVELOPMENT 152317 0 0 0 120 0 7950 0 64242 0 224629 0 0 0 JANINE NEWMAN DIRECTOR OF ADMISSION AND FINANCIAL 145819 0 0 0 37 0 7475 0 25179 0 178510 0 0 0 THOMAS B MAIN HEAD OF SCHOOL 1/1/18-6/30/18 240388 0 185440 0 3764 0 38316 0 85648 0 553556 0 0 0 PART I, LINE 1A THOMAS MAIN WAS PROVIDED WITH ON-CAMPUS HOUSING. THIS WAS A NONTAXABLE BENEFIT. KAREN ESHOO IS PROVIDED WITH ON-CAMPUS HOUSING. THIS IS A NONTAXABLE BENEFIT. 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 2120000 9100000 99056 9000944 2003 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 PART II, LINE 11 OTHER SPENT PROCEEDS RELATES TO REFINANCING OF PRIOR BOND X 8 152525 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD ONLY IN UNUSUAL AND PRESSING CIRCUMSTANCES, AS DETERMINED IN THE DISCRETION OF THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE THOMAS KING AND TRUSTEE LYNN KING ARE SPOUSES. 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 11B 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 ALL TRUSTEES AND OFFICERS ARE OBLIGATED TO SIGN A CONFLICT OF INTEREST STATEMENT. POTENTIAL CONFLICTS MUST BE REPORTED TO THE CHAIR OF THE TRUSTEESHIP COMMITTEE OF THE BOARD OF TRUSTEES. MEMBERS OF THE TRUSTEESHIP COMMITTEE WILL BE DESIGNATED BY THE CHAIR OF THE TRUSTEESHIP COMMITTEE TO INVESTIGATE POTENTIAL CONFLICT SITUATIONS OF BOTH INTEREST AND COMMITMENT AND, IF APPROPRIATE, PROVIDE RECOMMENDATIONS FOR CORRECTIVE ACTION. RECOMMENDATIONS ARE TO BE BROUGHT FORWARD BY THE CHAIR OF THE TRUSTEESHIP COMMITTEE TO THE CHAIR OF THE BOARD OF TRUSTEES AND HEAD OF SCHOOL AS HE OR SHE DEEMS APPROPRIATE. 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. COMPETITIVE COMPENSATION 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 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.