2016-05-16T14:34:56-05:00 2015-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2014-07-01 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 2016-05-16 1 ELIZABETH SOLECKI P00235171 8605614000 2016-05-16 2014 2016-08-17 19:52:53Z DENNIS BISGAARD 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 38552367 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. 22 21 179 195 172316 0 2684767 2133902 18353068 18344602 513751 519632 517110 430699 22068696 21428835 4611683 4550037 0 0 10602677 10906439 0 0 1019220 6649704 7109880 21864064 22566356 204632 -1137521 62562913 61748632 15250972 15661168 47311941 46087464 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 18840892 4550037 18605867 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 18840892 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 93 0 1 179 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 21 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 KATHERINE KEEGAN ANTLE TRUSTEE 1.00 X 0 0 0 LAURA ESTES 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 CHERYL GRISE TRUSTEE 1.00 X 0 0 0 I BRADLEY HOFFMAN VICE CHAIR TRUSTEE 1.00 X X 0 0 0 JEAN LATORRE TRUSTEE 1.00 X 0 0 0 PAUL LEWIS TRUSTEE 1.00 X 0 0 0 BAXTER H MAFFETT VICE CHAIR TRUSTEE 1.00 X X 0 0 0 MERON MAKONNEN TRUSTEE 1.00 X 0 0 0 BRUCE MANDELL TRUSTEE 1.00 X 0 0 0 ALEXANDER T NGUYEN TRUSTEE 1.00 X 0 0 0 ANN C RANDALL TRUSTEE 1.00 X 0 0 0 MICHAEL J REILLY TRUSTEE 1.00 X 0 0 0 AVERY ROCKEFELLER III CHAIR TRUSTEE 1.00 X X 0 0 0 MARC T SHAFER TRUSTEE 1.00 X 0 0 0 ALDEN Y WARNER III TREASURER TRUSTEE 1.00 X X 0 0 0 R ASHLEY WASHBURN SECRETARY TRUSTEE 1.00 X X 0 0 0 PAULA WHITNEY TRUSTEE 1.00 X 0 0 0 MARK WOLMAN TRUSTEE 1.00 X 0 0 0 LAURIE GOLDSMITH TRUSTEE 1.00 X 0 0 0 GILBERT KEEGAN TRUSTEE 1.00 X 0 0 0 DENNIS BISGAARD HEAD OF SCHOOL 40.00 X 492285 0 148528 COLLEEN M WOERLEN ASSISTANT HEAD FINANCE & OPER. 40.00 X 167894 0 29621 DEBORAH HYDE SENIOR PHILANTHROPIC ADVISOR 40.00 X 193178 0 26055 ALAN R COMRIE FINANCIAL AID DIRECTOR/CONTROLLER 40.00 X 169001 0 27939 NATALIE DEMERS ASST. HEAD OF SCHOOL 40.00 X 119634 0 10036 SUSAN CABOT DIRECTOR OF ATHLETICS 40.00 X 118315 0 15661 JAMES O'DONNELL DIRECTOR OF ENROLLMENT MANAGEMENT 40.00 X 119634 0 22342 1379941 0 280182 9 0 1 0 SAGE DINING SERVICES INC 222 BOSLEY AVENUE TOWSON MD 21204 FOOD SERVICE 740619 PREMIER MAINTENANCE INC 885 MAIN ST 9TH FL BRIDGEPORT CT 06604 CLEANING SERVICE 233644 GRODSKY SERVICE INC PO BOX 880 SPRINGFIELD MA 01101 MAINTENANCE/HVAC 143369 AP EXAMS PO BOX 6670 PRINCETON NJ 085416670 EDUCATIONAL SERVICE 140205 DILLON MAILING BUREAU INC 114 SHIELD STREET WEST HARTFORD CT 06110 PUBLICATIONS 106683 5 2133902 1150000 2133902 TUITION AND FEES 611110 18033779 18033779 AUXILIARY ACTIVITIES 611110 310823 142482 168341 18344602 213510 213510 177090 99795 77295 77295 77295 17242607 16936485 306122 306122 306122 7075 87252 -80177 -80177 OTHER INCOME 900099 496882 496882 PTRSHIP INVESTMENTS 523000 3975 3975 CHANGE IN SPLIT INTEREST AGREEMEN 900099 -67276 -67276 433581 21428835 18605867 172316 516750 4550037 4550037 886944 221564 466076 199304 7522526 6197919 875955 448652 575806 475203 73825 26778 1336996 1278830 56434 1732 584167 460260 92027 31880 24048 9619 14429 58625 23450 35175 98348 98348 161890 101916 59974 49102 28673 20344 85 315419 215126 47209 53084 335614 270963 48488 16163 1143290 924584 218706 163608 120248 3974 39386 101138 61999 18892 20247 4496 3597 899 1666282 1365827 234854 65601 212820 170256 31923 10641 OTHER PURCHASED SERVICE 1493835 1331149 135447 27239 REPAIRS AND MAINTENANCE 226834 184477 42357 FURNITURE AND FIXTURES 108079 76338 29557 2184 PROFESSIONAL DEVELOPMEN 98825 76978 13306 8541 847627 691879 88045 67703 22566356 18840892 2706244 1019220 7304498 7489728 1843442 2502613 36189 11273 775281 806770 52089844 28958918 24162027 23130926 27168968 26398278 1272508 1409044 62562913 61748632 1379649 1440113 7549033 8156839 5395000 5000000 927290 1064216 15250972 15661168 X 32761490 31196052 4680102 4987517 9870349 9903895 47311941 46087464 62562913 61748632 -1137521 -86956 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26510643 317387 370938 748023 455197 25995748 27700288 701071 3501645 707361 4685000 26510643 25753152 798964 2201755 647574 406009 27700288 25190255 1296779 283845 666000 351727 25753152 21092543 2004856 3062403 315782 653765 25190255 0.57390 0.33000 0.09610 0 0 1935231 1935231 39344460 21804761 17539699 4353694 3340490 1013204 6456459 3813667 2642792 23130926 ASSET RETIREMENT OBLIGATION 836950 LIABILTY UNDER SPLIT-INTEREST AGREEMENTS 97279 OBLIGATION UNDER CAPITAL LEASE 59774 NOTE PAYABLE 70213 1064216 16069651 -86956 -5254057 -5341013 21410664 98348 -80177 18171 21428835 17294128 80177 80177 17213951 98348 5254057 5352405 22566356 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. 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. 1 SCHOLARSHIPS - NEED BASED 220 4084995 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT 80 427500 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT STIPENDS 29 34542 FMV STIPENDS FOR EDUCATION SCHOLARSHIPS - NEED BASED STIPENDS 4 3000 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 X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DENNIS BISGAARD HEAD OF SCHOOL 341306 0 0 0 150979 0 50800 0 98337 0 641422 0 0 0 COLLEEN M WOERLEN ASSISTANT HEAD FINANCE & OPER. 167894 0 0 0 0 0 14395 0 15835 0 198124 0 0 0 DEBORAH HYDE SENIOR PHILANTHROPIC ADVISOR 193178 0 0 0 0 0 15308 0 11356 0 219842 0 0 0 ALAN R COMRIE FINANCIAL AID DIRECTOR/CONTROLLER 169001 0 0 0 0 0 14286 0 14262 0 197549 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. X 25 189875 FMV 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 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.