2019-02-20T15:32:05-06:00 2018-06-30 061009205 BLUM SHAPIRO & COMPANY PC ONE INTERNATIONAL PLACE 16TH FLOOR BOSTON MA 02110 990 2017-07-01 061229222 KING SCHOOL INC KING 2033223496 1450 NEWFIELD AVENUE STAMFORD CT 06905 KIMBERLY LEEKER ASSOCIATE HEAD, FINANCE & OPERATION 2033223496 2019-02-20 1 LAURA J KENNEY P00202198 6172211944 2019-02-01 64.251.63.131 2019-02-20 10:58:38 ES P DF8EC6EC51E1FD1DECD3FD9B85C405DAF374F076 3C3F3A9A6A2C4A7FAF67B2138946307825C80BAE 2017 2019-02-21 02:37:17Z KIMBERLY LEEKER 1450 NEWFIELD AVENUE STAMFORD CT 06905 75672801 0 X WWW.KINGSCHOOLCT.ORG X 1988 CT KING SCHOOL, INC. IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL SERVING 681 CHILDREN FROM PRE-K TO GRADE 12. 25 25 298 200 0 0 2959762 4529384 27214326 28591362 492962 696266 125652 138630 30792702 33955642 2860931 3422167 0 0 17798799 18518926 0 0 895045 10227732 10410807 30887462 32351900 -94760 1603742 79512941 81700150 19256509 18905220 60256432 62794930 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 26139293 3422167 28591362 PROVIDED EDUCATION FOR CHILDREN AGES PRE-SCHOOL THROUGH GRADE 12 AND PROVIDED SUMMER CAMP PROGRAMS. APPROXIMATELY 681 STUDENTS ATTENDED THIS SCHOOL FOR THE FISCAL YEAR ENDED JUNE 30, 2018. 26139293 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 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 1 104 0 1 298 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 1 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 RICHARD GOLDMAN SECOND VICE PRESIDENT 5.00 X X 0 0 0 ALISA SAVITZ SECRETARY 5.00 X X 0 0 0 GERALD KNORR TREASURER 5.00 X X 0 0 0 ADAM DE CHIARA TRUSTEE 2.00 X 0 0 0 CARMEN FAILLA TRUSTEE 2.00 X 0 0 0 MI-SUN FREEMAN TRUSTEE 2.00 X 0 0 0 ERIC GERSTER TRUSTREE 2.00 X 0 0 0 MARLENE GILBERT TRUSTEE 2.00 X 0 0 0 ROBERT HOLTZ TRUSTEE 2.00 X 0 0 0 MICHAEL JOHNSON TRUSTEE 2.00 X 0 0 0 LYNN KING TRUSTEE 2.00 X 0 0 0 THOMAS KING TRUSTEE 2.00 X 0 0 0 VICKY LUNT TRUSTEE 2.00 X 0 0 0 CHRISTOPHER MILLERCHIP TRUSTEE 2.00 X 0 0 0 SUE MIRZA TRUSTEE 2.00 X 0 0 0 ROSE MOYE 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 LINDA PETRONE TRUSTEE 2.00 X 0 0 0 TODD RAKER TRUSTEE 2.00 X 0 0 0 DAVID SALOMON TRUSTEE 2.00 X 0 0 0 AMY SILBERFEIN TRUSTEE 2.00 X 0 0 0 MOIRA SNOVER TRUSTEE 2.00 X 0 0 0 KIMBERLY LEEKER ASSOC. HEAD, FINANCE AND OPERATIONS 40.00 X 331286 0 71286 THOMAS B MAIN HEAD OF SCHOOL 40.00 X 434269 0 191295 LAUREN FREDETTE DIRECTOR OF DEVELOPMENT 40.00 X 147221 0 70266 TAMRA LICHTMAN DIRECTOR OF STRATEGIC MARKETING 40.00 X 141038 0 45623 KAREN RAIDT HEAD OF LOWER SCHOOL 40.00 X 146047 0 92699 MARNIE SADLOWSKY ASSOC. HEAD/HEAD OF UPPER SCHOOL 40.00 X 166819 0 33665 ALEX WEINER DEAN OF FACULTY/FACULTY 40.00 X 149949 0 37365 1516629 0 542199 20 0 1 0 SODEXO INC & AFFILIATES PO BOX 81049 WOBURN MA 01813 FACILITIES MAINTENANCE 1346348 FLIK INDEPENDENT SCHOOLS BY CHARTWELL PO BOX 9337 CHICAGO IL 60693 FOOD SERVICES 936363 PREFERRED RESTORATION SERVICES LLC 37 BARBARA LAN WEST HAVEN CT 06516 ROOFING 298170 APPLE INC PO BOX 281877 ATLANTA GA 30384 TECHNOLOGY 157928 SYSTEMS & SERVICES LLC 50 ALVORD LANE UNIT 15 STAMFORD CT 06902 TECHNOLOGY INFRASTRUCTURE SERVICES 151367 15 513286 4016098 504841 4529384 TUITION & PROGRAM FEES 611600 28591362 28591362 28591362 695876 695876 41567946 41567556 390 390 390 38912 513286 149603 -110691 -110691 PA DUES AND OTHER INCO 611600 237400 237400 GAIN IN CSV OF INS. 611600 1461 1461 LOSS ON ANNUITY OBLIGA 611600 -1540 -1540 12000 12000 249321 33955642 28591362 0 834896 3422167 3422167 1351333 1351333 12524651 10700681 1423091 400879 894319 794453 79287 20579 2884905 2615873 194691 74341 863718 686483 149000 28235 122194 122194 121823 121823 131347 131347 463413 370731 46341 46341 1958603 1762743 195860 28700 14350 14350 180762 162686 18076 2863619 2577257 286362 401636 361472 40164 EDUCATIONAL & LIBRARY 1457850 1457850 ADMINISTRATIVE 676326 41202 635124 ATHLETIC SUPPLIES 476734 476734 PROF. DEVELOPMENT 270722 194653 76069 1257078 499958 432450 324670 32351900 26139293 5317562 895045 13976766 15514288 336745 215265 157629 134118 394679 344376 59793400 24976573 36057286 34816827 17179653 28521129 11054712 1815451 355471 338696 79512941 81700150 2662063 2681588 8476451 8470637 7629995 7274995 488000 478000 19256509 18905220 X 55893887 57192685 4362545 5602245 60256432 62794930 79512941 81700150 1603742 934756 0 X X 0 1 X 1 0 X 3127618 4502716 3629351 2959762 4529384 18748831 3127618 4502716 3629351 2959762 4529384 18748831 273297 18475534 690066 753084 679603 496149 695876 3314778 372860 31465 494358 122844 1021527 23085136 135176990 0.80030 0.78450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME FROM FUNDRAISING EVENTS 0 24937693 1206271 1351484 492218 100 27003130 20712508 1722640 2686301 183356 400 24937693 19866308 2168332 -621807 700000 325 20712508 18210631 1539547 117099 969 19866308 16551494 1663488 4351 18210631 1.00000 0 0 220000 220000 53046807 20109412 32937395 6526593 4867161 1659432 34816827 30631437 934756 149603 1084359 29547078 131347 4277217 4408564 33955642 28092939 149603 149603 27943336 131347 4277217 4408564 32351900 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 149,603. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION 855,050. SCHOLARSHIPS ($79,060) & GRANTS IN AID ($3,343,107) 3,422,167. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 149,603. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION REMISSION 855,050. SCHOLARSHIPS ($79,060) & GRANTS IN AID ($3,343,107) 3,422,167. 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 0 0 INVESTMENTS 2143268 0 0 0 0 0 0 2143268 0 2143268 1 0 1 0 0 0 SPRING GALA 552198 513286 38912 149603 552198 513286 38912 149603 149603 -110691 1 FINANCIAL AID 123 3323295 FMV REDUCTION IN TUITION FACULTY SCHOLARSHIPS FOR PROFESSIONAL GROWTH & DEVELOPMENT 4 19812 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 AND OPERATIONS 290098 0 40000 0 1188 0 47160 0 24126 0 402572 0 0 0 THOMAS B MAIN HEAD OF SCHOOL 363817 0 55632 0 14820 0 57864 0 133431 0 625564 0 0 0 LAUREN FREDETTE DIRECTOR OF DEVELOPMENT 147093 0 0 0 128 0 3925 0 66341 0 217487 0 0 0 TAMRA LICHTMAN DIRECTOR OF STRATEGIC MARKETING 140759 0 0 0 279 0 5626 0 39997 0 186661 0 0 0 KAREN RAIDT HEAD OF LOWER SCHOOL 145874 0 0 0 173 0 13028 0 79671 0 238746 0 0 0 MARNIE SADLOWSKY ASSOC. HEAD/HEAD OF UPPER SCHOOL 166549 0 0 0 270 0 15660 0 18005 0 200484 0 0 0 ALEX WEINER DEAN OF FACULTY/FACULTY 149648 0 0 0 301 0 14310 0 23055 0 187314 0 0 0 PART I, LINE 1A THOMAS MAIN 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 1750000 9100000 99056 9000944 2003 1 0 1 1 A 0 0 0 0 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 14 504841 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 3 THE ORGANIZATION HAS DELEGATED FACILITIES MANAGEMENT TO SODEXO, AND HAS DELEGATED FOOD SERVICE MANAGEMENT TO FLIK. 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 CHARTER. 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.