2018-05-11T17:17:55-05:00 2017-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2016-07-01 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 2018-05-09 1 LAURA J KENNEY P00202198 8605614000 2018-05-09 2016 2022-09-23 18:48:47Z DENNIS BISGAARD 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 27238666 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. 28 27 175 160 10169 0 5910587 1951494 19251524 19539628 910873 793144 372192 584229 26445176 22868495 4624194 5043255 0 0 10972269 11290739 0 0 916995 7738019 7426874 23334482 23760868 3110694 -892373 63868680 64928386 15920114 15651605 47948566 49276781 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 19928817 5043255 20120027 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 19928817 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 1 0 0 1 0 0 0 0 0 0 0 0 1 85 0 1 175 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 27 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 MICHAEL J REILLY 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 PAULA WHITNEY 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 DOUG 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 367475 0 183001 COLLEEN M WOERLEN ASSISTANT HEAD FINANCE & OPERATIONS 40.00 X 185395 0 67271 ALAN R COMRIE FINANCIAL AID DIRECTOR/CONTROLLER 40.00 X 194758 0 30647 RANDY STABILE DIR. OF INSTITUTIONAL ADV. 40.00 X 185892 0 26462 NATALIE DEMERS ASST. HEAD OF SCHOOL 40.00 X 127885 0 10712 DEBORAH FISKE DIR. OF ATHLECTICS 40.00 X 122790 0 9802 SHARON GASKIN DIR. OF ENROLLMENT MANAGEMENT 40.00 X 120391 0 20852 1304586 0 348747 10 0 1 0 FIP CONSTRUCTION INC 1536 NEW BRITAIN AVE FARMINGTON CT 06032 CONSTRUCTION SERVICES 1953702 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 736881 PREMIER MAINTENANCE INC 885 MAIN ST 9TH FL BRIDGEPORT CT 06604 CLEANING SERVICE 245763 GAGLIARDI ELECTRIC 51 HARDING STREET BERLIN CT 06037 ELECTRIC CONTRACTOR 148881 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION 144296 8 1951494 238254 1951494 TUITION AND FEES 611110 19362293 19362293 AUXILIARY ACTIVITIES 611110 177335 177335 19539628 625246 625246 110337 78701 31636 31636 31636 4403643 4235745 167898 167898 167898 17750 55725 -37975 -37975 OTHER INCOME 900099 521638 521638 CHANGE IN SPLIT INTEREST AGREEMEN 900099 58761 58761 PTRSHIP INVESTMENTS 523000 10169 10169 590568 22868495 20120027 10169 786805 5043255 5043255 792937 184561 450475 157901 7857438 6536506 1017924 303008 576676 465252 75093 36331 1465848 1422799 29106 13943 597840 460337 95654 41849 213140 85256 127884 62581 25033 37548 102203 102203 84656 33863 50793 66005 39330 26675 309033 205932 49808 53293 413969 334760 59407 19802 826634 667937 157527 1170 213837 168571 3926 41340 130050 77649 16386 36015 43030 34424 8606 1775468 1455657 249246 70565 308161 263364 33598 11199 OTHER PURCHASED SERVICE 1615596 1408538 161787 45271 FURNITURE AND FIXTURES 132757 98661 33150 946 REPAIRS AND MAINTENANCE 132469 103492 28977 PROFESSIONAL DEVELOPMEN 95535 75705 11799 8031 901750 737935 87484 76331 23760868 19928817 2915056 916995 8979113 9640633 2515611 2095288 12534 53353 2638533 459732 58877377 31855851 23566440 27021526 24815975 24293950 1340474 1363904 63868680 64928386 1544552 1258091 8166614 8197624 4674313 4697716 1534635 1498174 15920114 15651605 X 29810064 30348736 4554109 5230697 13584393 13697348 47948566 49276781 63868680 64928386 -892373 2220588 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24651539 2539482 2980889 428844 3907427 25835639 25995748 2216546 -386131 226450 2948174 24651539 26510643 317387 370938 239718 963502 25995748 27700288 701071 3501645 247784 5144577 26510643 25753152 798964 2201755 262877 790706 27700288 0.40010 0.47890 0.12100 0 0 1935231 1935231 44708020 24064616 20643404 4847420 3204721 1642699 7386706 4586514 2800192 27021526 ASSET RETIREMENT OBLIGATION 1248515 LIABILTY UNDER SPLIT-INTEREST AGREEMENTS 81926 OBLIGATION UNDER CAPITAL LEASE 82700 NOTE PAYABLE 27830 INTEREST RATE SWAP OBLIGATION 57203 1498174 19157020 2220588 -5867835 -3647247 22804267 102203 -37975 64228 22868495 17828805 37975 37975 17790830 102203 5867835 5970038 23760868 PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS -5,867,835. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET FUNDRAISING REVENUE -37,975. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET FUNDRAISING REVENUE 37,975. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 5,867,835. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 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. REUNION - ALUMNI 17750 17750 13473 11425 400 30427 17750 17750 13473 11425 400 30427 55725 -37975 1 SCHOLARSHIPS - NEED BASED 221 4497310 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT 112 517500 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT STIPENDS 30 28445 FMV STIPENDS FOR EDUCATION PART I, LINE 2: THE SCHOOL PROVIDES NEED-BASED SCHOLARSHIPS AND MERIT AWARDS BASED ON A REDUCTION IN TUITION. X X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DENNIS BISGAARD HEAD OF SCHOOL 367475 0 0 0 0 0 52000 0 131610 0 551085 0 0 0 COLLEEN M WOERLEN ASSISTANT HEAD FINANCE & OPERATIONS 185395 0 0 0 0 0 15944 0 51936 0 253275 0 0 0 ALAN R COMRIE FINANCIAL AID DIRECTOR/CONTROLLER 194758 0 0 0 0 0 16460 0 14796 0 226014 0 0 0 RANDY STABILE DIR. OF INSTITUTIONAL ADV. 185892 0 0 0 0 0 15352 0 11719 0 212963 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS. PART I, LINE 4B THE HEAD OF SCHOOL, DENNIS BISGAARD, PARTICIPATES IN A 457(F) NONQUALIFIED SUPPLEMENTAL BENEFIT PLAN. FIP CONSTRUCTION INC SUBSTANTIAL CONTRIBUTOR 4293710 CONSTRUCTION/RENOVATIONS 0 ROBINSON & COLE SUBSTANTIAL CONTRIBUTOR 167862 LEGAL SERVICES 0 X 17 105941 FMV X FITNESS EQUIPMENT 37 132313 FMV 0 0 1 1 PART I, LINE 32B: THE SCHOOL USES A THIRD PARTY FOR THE SALE OF STOCK GIFTS. 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. THE RESPONSES ARE REVIEWED BY THE BOARD'S GOVERNANCE AND NOMINATING COMMITTEE EACH YEAR. 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. 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.