KINGSWOOD OXFORD SCHOOL INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KINGSWOOD OXFORD SCHOOL INC (EIN 06-0646688)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201621379349303922
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T14:34:56-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061272000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINGSWOOD OXFORD SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 8602339631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 KINGSWOOD ROAD | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN M WOERLEN | PersonNm |
| Person Title | ASST HEAD OF SCHOOL FOR FIN & OPER | PersonTitleTxt |
| Phone | 8602339631 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH SOLECKI | PreparerPersonNm |
| PTIN | P00235171 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2016-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENNIS BISGAARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 KINGSWOOD ROAD | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,552,367 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KINGSWOODOXFORD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1909 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 179 | TotalEmployeeCnt |
| Total Volunteers | 195 | TotalVolunteersCnt |
| Total Gross UBI | $172,316 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,684,767 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,133,902 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,353,068 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,344,602 | CYProgramServiceRevenueAmt |
| PY Investment Income | $513,751 | PYInvestmentIncomeAmt |
| CY Investment Income | $519,632 | CYInvestmentIncomeAmt |
| PY Other Revenue | $517,110 | PYOtherRevenueAmt |
| CY Other Revenue | $430,699 | CYOtherRevenueAmt |
| PY Total Revenue | $22,068,696 | PYTotalRevenueAmt |
| CY Total Revenue | $21,428,835 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,611,683 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,550,037 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,602,677 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,906,439 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,019,220 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,649,704 | PYOtherExpensesAmt |
| CY Other Expenses | $7,109,880 | CYOtherExpensesAmt |
| PY Total Expenses | $21,864,064 | PYTotalExpensesAmt |
| CY Total Expenses | $22,566,356 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $204,632 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,137,521 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,562,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,748,632 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,250,972 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,661,168 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,311,941 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,087,464 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,840,892 | ExpenseAmt |
| Grant | $4,550,037 | GrantAmt |
| Revenue | $18,605,867 | RevenueAmt |
| Desc | COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. | Desc |
| Total Program Service Expenses | $18,840,892 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 93 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 179 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN R COMRIE CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8602339631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 KINGSWOOD ROAD | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KATHERINE KEEGAN ANTLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA ESTES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER G GENT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY S GITLIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL GRISE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| I BRADLEY HOFFMAN VICE CHAIR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEAN LATORRE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL LEWIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BAXTER H MAFFETT VICE CHAIR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MERON MAKONNEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE MANDELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER T NGUYEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN C RANDALL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J REILLY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AVERY ROCKEFELLER III CHAIR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARC T SHAFER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALDEN Y WARNER III TREASURER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| R ASHLEY WASHBURN SECRETARY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PAULA WHITNEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WOLMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE GOLDSMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GILBERT KEEGAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS BISGAARD | |||||||
| HEAD OF SCHOOL | 40.00 | $492,285 | $0 | $148,528 | Yes (X) | ||
| COLLEEN M WOERLEN | |||||||
| ASSISTANT HEAD FINANCE & OPER. | 40.00 | $167,894 | $0 | $29,621 | Yes (X) | ||
| DEBORAH HYDE | |||||||
| SENIOR PHILANTHROPIC ADVISOR | 40.00 | $193,178 | $0 | $26,055 | Yes (X) | ||
| ALAN R COMRIE | |||||||
| FINANCIAL AID DIRECTOR/CONTROLLER | 40.00 | $169,001 | $0 | $27,939 | Yes (X) | ||
| NATALIE DEMERS | |||||||
| ASST. HEAD OF SCHOOL | 40.00 | $119,634 | $0 | $10,036 | Yes (X) | ||
| SUSAN CABOT | |||||||
| DIRECTOR OF ATHLETICS | 40.00 | $118,315 | $0 | $15,661 | Yes (X) | ||
| JAMES O'DONNELL | |||||||
| DIRECTOR OF ENROLLMENT MANAGEMENT | 40.00 | $119,634 | $0 | $22,342 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,379,941 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $280,182 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 222 BOSLEY AVENUE | TOWSON | MD | 21204 | FOOD SERVICE | $740,619 |
| PREMIER MAINTENANCE INC | |||||
| 885 MAIN ST 9TH FL | BRIDGEPORT | CT | 06604 | CLEANING SERVICE | $233,644 |
| GRODSKY SERVICE INC | |||||
| PO BOX 880 | SPRINGFIELD | MA | 01101 | MAINTENANCE/HVAC | $143,369 |
| AP EXAMS | |||||
| PO BOX 6670 | PRINCETON | NJ | 085416670 | EDUCATIONAL SERVICE | $140,205 |
| DILLON MAILING BUREAU INC | |||||
| 114 SHIELD STREET | WEST HARTFORD | CT | 06110 | PUBLICATIONS | $106,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,133,902 | AllOtherContributionsAmt |
| Noncash Contributions | $1,150,000 | NoncashContributionsAmt |
| Total Contributions | $2,133,902 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611110 | $18,033,779 | $18,033,779 | |
| AUXILIARY ACTIVITIES | 611110 | $310,823 | $142,482 | $168,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,344,602 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213,510 | TotalRevenueColumnAmt |
| Exclusion | $213,510 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $177,090 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $99,795 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,295 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,295 | TotalRevenueColumnAmt |
| Exclusion | $77,295 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,242,607 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,936,485 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $306,122 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306,122 | TotalRevenueColumnAmt |
| Exclusion | $306,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,075 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $87,252 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$80,177 | TotalRevenueColumnAmt |
| Exclusion | -$80,177 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER INCOME | 900099 | $496,882 | $496,882 | |
| PTRSHIP INVESTMENTS | 523000 | $3,975 | $3,975 | |
| CHANGE IN SPLIT INTEREST AGREEMEN | 900099 | -$67,276 | -$67,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $433,581 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,428,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,605,867 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $172,316 | UnrelatedBusinessRevenueAmt |
| Exclusion | $516,750 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,550,037 | TotalAmt |
| Program Services | $4,550,037 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,944 | TotalAmt |
| Program Services | $221,564 | ProgramServicesAmt |
| Management And General | $466,076 | ManagementAndGeneralAmt |
| Fundraising | $199,304 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,522,526 | TotalAmt |
| Program Services | $6,197,919 | ProgramServicesAmt |
| Management And General | $875,955 | ManagementAndGeneralAmt |
| Fundraising | $448,652 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,806 | TotalAmt |
| Program Services | $475,203 | ProgramServicesAmt |
| Management And General | $73,825 | ManagementAndGeneralAmt |
| Fundraising | $26,778 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,996 | TotalAmt |
| Program Services | $1,278,830 | ProgramServicesAmt |
| Management And General | $56,434 | ManagementAndGeneralAmt |
| Fundraising | $1,732 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,167 | TotalAmt |
| Program Services | $460,260 | ProgramServicesAmt |
| Management And General | $92,027 | ManagementAndGeneralAmt |
| Fundraising | $31,880 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,048 | TotalAmt |
| Program Services | $9,619 | ProgramServicesAmt |
| Management And General | $14,429 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,625 | TotalAmt |
| Program Services | $23,450 | ProgramServicesAmt |
| Management And General | $35,175 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,348 | TotalAmt |
| Management And General | $98,348 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,890 | TotalAmt |
| Program Services | $101,916 | ProgramServicesAmt |
| Management And General | $59,974 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,102 | TotalAmt |
| Program Services | $28,673 | ProgramServicesAmt |
| Management And General | $20,344 | ManagementAndGeneralAmt |
| Fundraising | $85 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,419 | TotalAmt |
| Program Services | $215,126 | ProgramServicesAmt |
| Management And General | $47,209 | ManagementAndGeneralAmt |
| Fundraising | $53,084 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,614 | TotalAmt |
| Program Services | $270,963 | ProgramServicesAmt |
| Management And General | $48,488 | ManagementAndGeneralAmt |
| Fundraising | $16,163 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,290 | TotalAmt |
| Program Services | $924,584 | ProgramServicesAmt |
| Management And General | $218,706 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,608 | TotalAmt |
| Program Services | $120,248 | ProgramServicesAmt |
| Management And General | $3,974 | ManagementAndGeneralAmt |
| Fundraising | $39,386 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,138 | TotalAmt |
| Program Services | $61,999 | ProgramServicesAmt |
| Management And General | $18,892 | ManagementAndGeneralAmt |
| Fundraising | $20,247 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,496 | TotalAmt |
| Program Services | $3,597 | ProgramServicesAmt |
| Management And General | $899 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,666,282 | TotalAmt |
| Program Services | $1,365,827 | ProgramServicesAmt |
| Management And General | $234,854 | ManagementAndGeneralAmt |
| Fundraising | $65,601 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,820 | TotalAmt |
| Program Services | $170,256 | ProgramServicesAmt |
| Management And General | $31,923 | ManagementAndGeneralAmt |
| Fundraising | $10,641 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER PURCHASED SERVICE | $1,493,835 | $1,331,149 | $135,447 | $27,239 |
| REPAIRS AND MAINTENANCE | $226,834 | $184,477 | $42,357 | |
| FURNITURE AND FIXTURES | $108,079 | $76,338 | $29,557 | $2,184 |
| PROFESSIONAL DEVELOPMEN | $98,825 | $76,978 | $13,306 | $8,541 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,627 | TotalAmt |
| Program Services | $691,879 | ProgramServicesAmt |
| Management And General | $88,045 | ManagementAndGeneralAmt |
| Fundraising | $67,703 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,566,356 | TotalAmt |
| Program Services | $18,840,892 | ProgramServicesAmt |
| Management And General | $2,706,244 | ManagementAndGeneralAmt |
| Fundraising | $1,019,220 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,304,498 | BOYAmt |
| EOY | $7,489,728 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,843,442 | BOYAmt |
| EOY | $2,502,613 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,189 | BOYAmt |
| EOY | $11,273 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,281 | BOYAmt |
| EOY | $806,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,089,844 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,958,918 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,162,027 | BOYAmt |
| EOY | $23,130,926 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,168,968 | BOYAmt |
| EOY | $26,398,278 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,272,508 | BOYAmt |
| EOY | $1,409,044 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,562,913 | BOYAmt |
| EOY | $61,748,632 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,649 | BOYAmt |
| EOY | $1,440,113 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,549,033 | BOYAmt |
| EOY | $8,156,839 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,395,000 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $927,290 | BOYAmt |
| EOY | $1,064,216 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,250,972 | BOYAmt |
| EOY | $15,661,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,761,490 | BOYAmt |
| EOY | $31,196,052 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,680,102 | BOYAmt |
| EOY | $4,987,517 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,870,349 | BOYAmt |
| EOY | $9,903,895 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,311,941 | BOYAmt |
| EOY | $46,087,464 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,562,913 | BOYAmt |
| EOY | $61,748,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,137,521 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$86,956 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,510,643 | BeginningYearBalanceAmt |
| Contributions | $317,387 | ContributionsAmt |
| Investment Earnings Or Losses | $370,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $748,023 | GrantsOrScholarshipsAmt |
| Other Expenditures | $455,197 | OtherExpendituresAmt |
| End Year Balance | $25,995,748 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,700,288 | BeginningYearBalanceAmt |
| Contributions | $701,071 | ContributionsAmt |
| Investment Earnings Or Losses | $3,501,645 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $707,361 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,685,000 | OtherExpendituresAmt |
| End Year Balance | $26,510,643 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,753,152 | BeginningYearBalanceAmt |
| Contributions | $798,964 | ContributionsAmt |
| Investment Earnings Or Losses | $2,201,755 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $647,574 | GrantsOrScholarshipsAmt |
| Other Expenditures | $406,009 | OtherExpendituresAmt |
| End Year Balance | $27,700,288 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,190,255 | BeginningYearBalanceAmt |
| Contributions | $1,296,779 | ContributionsAmt |
| Investment Earnings Or Losses | $283,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $666,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $351,727 | OtherExpendituresAmt |
| End Year Balance | $25,753,152 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,092,543 | BeginningYearBalanceAmt |
| Contributions | $2,004,856 | ContributionsAmt |
| Investment Earnings Or Losses | $3,062,403 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $315,782 | GrantsOrScholarshipsAmt |
| Other Expenditures | $653,765 | OtherExpendituresAmt |
| End Year Balance | $25,190,255 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.57390 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09610 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,935,231 | OtherCostOrOtherBasisAmt |
| Book Value | $1,935,231 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,344,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,804,761 | DepreciationAmt |
| Book Value | $17,539,699 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,353,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,340,490 | DepreciationAmt |
| Book Value | $1,013,204 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,456,459 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,813,667 | DepreciationAmt |
| Book Value | $2,642,792 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,130,926 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATION | $836,950 |
| LIABILTY UNDER SPLIT-INTEREST AGREEMENTS | $97,279 |
| OBLIGATION UNDER CAPITAL LEASE | $59,774 |
| NOTE PAYABLE | $70,213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,064,216 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,069,651 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$86,956 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$5,254,057 | OtherRevenueAmt |
| Revenue Not Reported | -$5,341,013 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,410,664 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $98,348 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$80,177 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,171 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,428,835 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,294,128 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $80,177 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $80,177 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,213,951 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $98,348 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,254,057 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,352,405 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,566,356 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GRANTS AND ALLOCATIONS -5,254,057. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET FUNDRAISING REVENUE -80,177. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NET FUNDRAISING REVENUE 80,177. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND ALLOCATIONS 5,254,057. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| SCHOLARSHIPS - NEED BASED | 220 | $4,084,995 | FMV | TUITION ASSISTANCE | |
| SCHOLARSHIPS - MERIT | 80 | $427,500 | FMV | TUITION ASSISTANCE | |
| SCHOLARSHIPS - MERIT STIPENDS | 29 | FMV | STIPENDS FOR EDUCATION | $34,542 | |
| SCHOLARSHIPS - NEED BASED STIPENDS | 4 | FMV | STIPENDS FOR EDUCATION | $3,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PROVIDES NEED-BASED SCHOLARSHIPS AND MERIT AWARDS BASED ON A REDUCTION IN TUITION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENNIS BISGAARD | ||||||||||||||
| HEAD OF SCHOOL | $341,306 | $0 | $0 | $0 | $150,979 | $0 | $50,800 | $0 | $98,337 | $0 | $641,422 | $0 | $0 | $0 |
| COLLEEN M WOERLEN | ||||||||||||||
| ASSISTANT HEAD FINANCE & OPER. | $167,894 | $0 | $0 | $0 | $0 | $0 | $14,395 | $0 | $15,835 | $0 | $198,124 | $0 | $0 | $0 |
| DEBORAH HYDE | ||||||||||||||
| SENIOR PHILANTHROPIC ADVISOR | $193,178 | $0 | $0 | $0 | $0 | $0 | $15,308 | $0 | $11,356 | $0 | $219,842 | $0 | $0 | $0 |
| ALAN R COMRIE | ||||||||||||||
| FINANCIAL AID DIRECTOR/CONTROLLER | $169,001 | $0 | $0 | $0 | $0 | $0 | $14,286 | $0 | $14,262 | $0 | $197,549 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $189,875 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL USES A THIRD PARTY FOR THE SALE OF STOCK GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990, EXCLUDING SCHEDULE B, WAS PROVIDED TO THE SCHOOL'S AUDIT COMMITTEE AND BOARD OF TRUSTEES 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. |