2019-05-15T13:05:03-05:00 2018-06-30 061009205 BLUM SHAPIRO & COMPANY PC ONE INTERNATIONAL PLACE 16TH FLOOR BOSTON MA 02110 990 2017-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN ASST. HEAD OF SCHOOL FOR FIN & OPER 8602339631 2019-05-14 1 LAURA J KENNEY P00202198 6177170831 2019-05-14 64.251.63.131 2019-05-14 16:21:14 ED P F655607A01BC9414CB150F5C2D5B642F4B7C09E6 F655607A01BC9414CB150F5C2D5B642F4B7C09E6 2017 2019-02-21 02:37:17Z DENNIS BISGAARD 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 39160878 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. 26 24 181 173 1709 0 1951494 1770572 19539628 20222467 793144 1354178 584229 653081 22868495 24000298 5043255 5624429 0 0 11290739 11366440 0 0 810716 7426874 7767630 23760868 24758499 -892373 -758201 64928386 64931549 15651605 15806014 49276781 49125535 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 21161131 5624429 20806879 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 21161131 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 90 0 1 181 1 1 1 0 0 0 0 0 0 0 0 0 X 26 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X ALAN R COMRIE CPA 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 I BRADLEY HOFFMAN CHAIR TRUSTEE 1.00 X X 0 0 0 BRUCE MANDELL VICE CHAIR TRUSTEE 1.00 X X 0 0 0 JEAN LATORRE TREASURER TRUSTEE 1.00 X X 0 0 0 ANN C RANDALL SECRETARY TRUSTEE 1.00 X X 0 0 0 MARK CONRAD TRUSTEE 1.00 X 0 0 0 CHRISTOPHER G GENT TRUSTEE 1.00 X 0 0 0 JEFFREY S GITLIN TRUSTEE 1.00 X 0 0 0 DEREK GREEN TRUSTEE 1.00 X 0 0 0 GILBERT KEEGAN TRUSTEE 1.00 X 0 0 0 PAUL LEWIS TRUSTEE 1.00 X 0 0 0 MARC T SHAFER TRUSTEE 1.00 X 0 0 0 LORI WETSMAN 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 RICARDO BERCKEMEYER TRUSTEE 1.00 X 0 0 0 HEATHER CLIFFORD TRUSTEE 1.00 X 0 0 0 BONNIE DOBKIN TRUSTEE 1.00 X 0 0 0 HELEN EATHERTON TRUSTEE 1.00 X 0 0 0 JOSEPH R GIANNI TRUSTEE 1.00 X 0 0 0 JOSEPH DOUGLAS HARRIS TRUSTEE 1.00 X 0 0 0 FRED KRIEBLE TRUSTEE 1.00 X 0 0 0 PATRICK MALONEY TRUSTEE 1.00 X 0 0 0 MARY MARTIN TRUSTEE 1.00 X 0 0 0 MEGAN OUELLETTE TRUSTEE 1.00 X 0 0 0 LEW WISE TRUSTEE 1.00 X 0 0 0 DENNIS BISGAARD HEAD OF SCHOOL 40.00 X X 397792 0 162682 COLLEEN M WOERLEN DIR. FIN. & OPERATIONS 40.00 X 207457 0 69362 ALAN R COMRIE CONTROLLER/DIR. OF FIN. AID 40.00 X 190650 0 31768 RANDY STABILE DIR. OF INSTITUTIONAL ADV. 40.00 X 144177 0 12648 NATALIE DEMERS ASST. HEAD OF SCHOOL 40.00 X 136946 0 11436 DEBORAH FISKE DIR. OF ATHLECTICS 40.00 X 126873 0 10128 CAROLYN MCKEE DIR. OF ACADEMIC PLANNING 40.00 X 109045 0 15726 1312940 0 313750 7 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 734658 FIELDTURF USA INC 175 N INDUSTRIAL BLVD CALHOUN GA 30701 CONSTRUCTION SERVICES 540000 FIP CONSTRUCTION INC 1536 NEW BRITAIN AVE FARMINGTON CT 06032 CONSTRUCTION SERVICES 344300 PREMIER MAINTENANCE INC 885 MAIN ST SUITE 905 BRIDGEPORT CT 06604 CLEANING SERVICE 275522 SPENCER STUART 353 N CLARK CHICAGO IL 60654 TALENT SEARCH 142740 8 1770572 155000 1770572 TUITION AND FEES 611110 20051430 20051430 AUXILIARY ACTIVITIES 611110 171037 171037 20222467 833803 833803 103275 87490 15785 15785 15785 15467058 5983 14952666 0 514392 5983 520375 520375 171599 120424 51175 51175 OTHER INCOME 900099 534840 534840 CHANGE IN SPLIT INTEREST AGREEMEN 900099 49572 49572 PTRSHIP INVESTMENTS 523000 1709 0 1709 586121 24000298 20806879 1709 1421138 5624429 5624429 833133 208283 499880 124970 7917118 6484811 1142066 290241 576289 421925 128302 26062 1428177 1321982 91704 14491 611723 476919 107571 27233 53585 21434 32151 53045 21218 31827 76617 76617 80790 49274 31516 94888 63745 31143 305883 188854 55910 61119 308044 248941 44742 14361 888435 863195 15523 9717 132518 97183 6724 28611 138229 76194 19127 42908 211049 104846 104795 1408 1953162 1880719 47188 25255 283650 275776 5129 2745 OTHER PURCHASED SERVICE 1820080 1565069 190060 64951 REPAIRS AND MAINTENANCE 209616 196476 10704 2436 FURNITURE AND FIXTURES 116504 91156 24728 620 PROFESSIONAL DEVELOPMEN 100493 70173 19506 10814 941042 808529 69739 62774 24758499 21161131 2786652 810716 9640633 9575589 2095288 1233019 53353 14313 459732 523564 59446276 33112189 27021526 26334087 24293950 25388860 1363904 1818482 43635 64928386 64931549 1258091 1331482 8197624 8415052 4697716 4721118 1498174 1338362 15651605 15806014 X 30348736 30288363 5230697 4875661 13697348 13961511 49276781 49125535 64928386 64931549 -758201 606955 0 X 0 1 X 1 0 X 25835639 856295 1719453 445426 696786 27269175 24651539 2539482 2980889 428844 3907427 25835639 25995748 2216546 -386131 226450 2948174 24651539 26510643 317387 370938 239718 963502 25995748 27700288 701071 3501645 247784 5144577 26510643 0.40600 0.46400 0.13000 0 0 1935231 1935231 45072202 25286436 19785766 4799236 3133873 1665363 7639607 4691880 2947727 26334087 ASSET RETIREMENT OBLIGATION 1212676 LIABILTY UNDER SPLIT-INTEREST AGREEMENTS 70841 OBLIGATION UNDER CAPITAL LEASE 48207 NOTE PAYABLE 6638 1338362 17985948 606955 606955 17378993 178781 6442524 6621305 24000298 18137194 0 18137194 178781 6442524 6621305 24758499 PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 6,391,349. NET FUNDRAISING REVENUE 51,175. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 6,391,349. NET FUNDRAISING REVENUE 51,175. 1 1 0 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 POLICY WITH RESPECT TO STUDENTS IN ITS LIMITED CIRCULATION MAGAZINE. IT HAS ADDED THE STATEMENT TO ITS WEBSITE. 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. PARENT ASSOC. GALA 155082 155082 575 20019 20146 1050 26080 HOCKEY EVENTS 10742 10742 9524 1 5775 5775 7838 12687 420 22085 171599 171599 575 27857 32833 1470 57689 120424 51175 1 SCHOLARSHIPS - NEED BASED 239 5147580 0 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT 104 434000 0 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT STIPENDS 43 42849 0 FMV STIPENDS FOR EDUCATION PART I, LINE 2: THE SCHOOL PROVIDES NEED-BASED SCHOLARSHIPS AND MERIT AWARDS BASED ON A REDUCTION IN TUITION. PART III, LINE 1: NEED-BASED AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED, IN PART, 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 X 1 1 X X X 0 1 0 0 0 0 0 0 0 DENNIS BISGAARD HEAD OF SCHOOL 397792 0 0 0 0 0 51600 0 111082 0 560474 0 0 0 COLLEEN M WOERLEN DIR. FIN. & OPERATIONS 207457 0 0 0 0 0 16223 0 53139 0 276819 0 0 0 ALAN R COMRIE CONTROLLER/DIR. OF FIN. AID 190650 0 0 0 0 0 16169 0 15599 0 222418 0 0 0 PART I, LINE 1A THE SPOUSE OF THE HEAD OF SCHOOL WILL, ON OCCASION, TRAVEL WITH THE HEAD OF SCHOOL ON OFFICIAL SCHOOL BUSINESS. THE SCHOOL PAYS FOR THE HEAD OF SCHOOL'S CELL PHONE AND PROVIDES AN AUTOMOBILE ALLOWANCE. THE COST OF THESE ITEMS ARE INCLUDED IN THE HEAD OF SCHOOL'S COMPENSATION AND ARE TAXABLE. ON-CAMPUS HOUSING IS REQUIRED AS A CONDITION OF EMPLOYMENT FOR THE HEAD OF SCHOOL. THE COST OF HOUSING IS NOT TAXABLE TO THE HEAD OF SCHOOL OR HIS FAMILY. PART I, LINE 4B THE HEAD OF SCHOOL, DENNIS BISGAARD, PARTICIPATES IN A 457(F) NONQUALIFIED SUPPLEMENTAL BENEFIT PLAN. THE PLAN WAS FULLY VESTED AT JUNE 30, 2018. SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 344300 CONSTRUCTION/RENOVATIONS 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 56656 LEGAL SERVICES 0 X 26 157183 FMV 0 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 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, EXCLUDING SCHEDULE B, 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 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, 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 THE SCHOOL MAKES THE FORM 990 AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST TO THE PUBLIC.