KINGSWOOD OXFORD SCHOOL INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KINGSWOOD OXFORD SCHOOL INC (EIN 06-0646688)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201401349349300820
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-14T07:57:57-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061009205 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 S MAIN STREET PO BOX 272000 | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 061272000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646688 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINGSWOOD OXFORD SCHOOL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KING | NameControl |
| Phone | 8602339631 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 KINGSWOOD ROAD | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06119 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COLLEEN M WOERLEN | Name |
| Title | BUSINESS MANAGER | Title |
| Phone | 8602339631 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH SOLECKI | Name |
| PTIN | P00235171 | PTIN |
| Phone | 8605614000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS BISGAARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 KINGSWOOD ROAD | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20638338 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KINGSWOODOXFORD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1909 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | KINGSWOOD OXFORD INSPIRES STUDENTS TO EXCEL AND TO LEAD LIVES OF INTEGRITY AND INVOLVEMENT BY NOURISHING THEIR TALENTS IN A COMMUNITY OF TEACHERS, FRIENDS, AND FAMILIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 169 | TotalNbrEmployees |
| Total Nbr Volunteers | 148 | TotalNbrVolunteers |
| Total Gross UBI | 153174 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3037196 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1501493 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16958840 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17498462 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 500095 | InvestmentIncomePriorYear |
| Investment Income Current Year | 377308 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 244970 | OtherRevenuePriorYear |
| Other Revenue Current Year | 188536 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20741101 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19565799 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3415028 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3965110 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9920976 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10376242 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 974084 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6836938 | OtherExpensePriorYear |
| Other Expenses Current Year | 6759603 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20172942 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21100955 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 568159 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1535156 | RevenuesLessExpensesCY |
| Total Assets BOY | 61713959 | TotalAssetsBOY |
| Total Assets EOY | 59110525 | TotalAssetsEOY |
| Total Liabilities BOY | 18000738 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15038133 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43713221 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44072392 | NetAssetsOrFundBalancesEOY |
| Mission Description | KINGSWOOD OXFORD INSPIRES STUDENTS TO EXCEL AND TO LEAD LIVES OF INTEGRITY AND INVOLVEMENT BY NOURISHING THEIR TALENTS IN A COMMUNITY OF TEACHERS, FRIENDS, AND FAMILIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17611593 | Expense |
| Grants | 3965110 | Grants |
| Revenue | 17498640 | Revenue |
| Description | COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. | Description |
| Total Program Service Expense | 17611593 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 103 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 169 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN R COMRIE CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8602339631 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 KINGSWOOD ROAD | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06119 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| KATHERINE KEEGAN ANTLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JESSICA HILD COLLINS | |||||||
| 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 | ||
| MARILYN GLOVER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHERYL GRISE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN B HAZARD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| I BRADLEY HOFFMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BAXTER H MAFFETT | |||||||
| 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 | ||
| MARK PALEY | |||||||
| 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 | 0 | 0 | 0 | X | |
| PAUL F ROMANO | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARC T SHAFER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALDEN Y WARNER III TREASURER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X | |
| R ASHLEY WASHBURN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAULA WHITNEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BEVERLY R YIRIGIAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DENNIS BISGAARD | |||||||
| HEAD OF SCHOOL | 40.00 | 302007 | 0 | 143304 | X | ||
| COLLEEN WOERLEN | |||||||
| BUSINESS MANAGER | 40.00 | 153549 | 0 | 34345 | X | ||
| DEBORAH C HYDE | |||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEMENT | 40.00 | 182281 | 0 | 29103 | X | ||
| ALAN R COMRIE | |||||||
| STRATEG. ADV TO HEAD/CONTROLLER | 40.00 | 159599 | 0 | 33703 | X | ||
| JAMES O'DONNELL | |||||||
| DIRECTOR OF ENROLLMENT MANAGEMENT | 40.00 | 104020 | 0 | 29353 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 901456 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 269808 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 222 BOSLEY AVENUE | TOWSON | MD | 21204 | FOOD SERVICE | 611230 |
| PREMIER MAINTENANCE INC | |||||
| 330 ROBERTS STREET | EAST HARTFORD | CT | 06108 | CLEANING SERVICE | 217039 |
| BCI INC DBA BUTLER COMPANY | |||||
| 848 MARSHALL PHELPS ROAD | WINDSOR | CT | 06095 | CONSTRUCTION | 172483 |
| STEVENSON SERVICES | |||||
| 29 OVERLOOK AVENUE | BRISTOL | CT | 06010 | MAINTENANCE | 113844 |
| GRODSKY SERVICE INC | |||||
| 92 WESTON STREET | HARTFORD | CT | 06120 | MAINTENANCE/HVAC | 101680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 1501493 | AllOtherContributions |
| Noncash Contributions | 361134 | NoncashContributions |
| Total Contributions | 1501493 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 611110 | 17226799 | 17226799 | |
| AUXILIARY ACTIVITIES | 611110 | 271663 | 121003 | 150660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17498462 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 272307 | TotalRevenueColumn |
| Exclusion | $272,307 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 158510 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 120876 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 37634 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37634 | TotalRevenueColumn |
| Unrelated Business Revenue | 2450 | UnrelatedBusinessRevenue |
| Exclusion | $35,184 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1056664 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 951663 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 105001 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105001 | TotalRevenueColumn |
| Exclusion | $105,001 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER INCOME | 900099 | 97969 | 97969 | |
| CHANGE IN SPLIT INTEREST AGREEMEN | 900099 | 52869 | 52869 | |
| PTRSHIP INVESTMENTS | 523000 | 64 | 64 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 150902 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19565799 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17498640 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 153174 | UnrelatedBusinessRevenue |
| Exclusion | $412,492 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3965110 | Total |
| Program Services | 3965110 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 590170 | Total |
| Program Services | 142220 | ProgramServices |
| Management And General | 323145 | ManagementAndGeneral |
| Fundraising | 124805 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7409029 | Total |
| Program Services | 6118257 | ProgramServices |
| Management And General | 899338 | ManagementAndGeneral |
| Fundraising | 391434 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559024 | Total |
| Program Services | 466426 | ProgramServices |
| Management And General | 69244 | ManagementAndGeneral |
| Fundraising | 23354 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1265762 | Total |
| Program Services | 1180812 | ProgramServices |
| Management And General | 72168 | ManagementAndGeneral |
| Fundraising | 12782 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 552257 | Total |
| Program Services | 442515 | ProgramServices |
| Management And General | 82244 | ManagementAndGeneral |
| Fundraising | 27498 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11738 | Total |
| Program Services | 4695 | ProgramServices |
| Management And General | 7043 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59100 | Total |
| Program Services | 23640 | ProgramServices |
| Management And General | 35460 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94162 | Total |
| Management And General | 94162 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119511 | Total |
| Program Services | 49970 | ProgramServices |
| Management And General | 69541 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46602 | Total |
| Program Services | 27626 | ProgramServices |
| Management And General | 18839 | ManagementAndGeneral |
| Fundraising | 137 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339997 | Total |
| Program Services | 228029 | ProgramServices |
| Management And General | 60888 | ManagementAndGeneral |
| Fundraising | 51080 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306446 | Total |
| Program Services | 245217 | ProgramServices |
| Management And General | 45922 | ManagementAndGeneral |
| Fundraising | 15307 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 957710 | Total |
| Program Services | 798277 | ProgramServices |
| Management And General | 157051 | ManagementAndGeneral |
| Fundraising | 2382 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251249 | Total |
| Program Services | 202513 | ProgramServices |
| Management And General | 2607 | ManagementAndGeneral |
| Fundraising | 46129 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125684 | Total |
| Program Services | 71869 | ProgramServices |
| Management And General | 13669 | ManagementAndGeneral |
| Fundraising | 40146 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33129 | Total |
| Program Services | 26503 | ProgramServices |
| Management And General | 6626 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1609359 | Total |
| Program Services | 1319143 | ProgramServices |
| Management And General | 226904 | ManagementAndGeneral |
| Fundraising | 63312 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182501 | Total |
| Program Services | 146001 | ProgramServices |
| Management And General | 27375 | ManagementAndGeneral |
| Fundraising | 9125 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER PURCHASED SERVICE | 1335636 | 1111465 | 109102 | 115069 |
| REPAIRS AND MAINTENANCE | 320328 | 259442 | 60886 | |
| OTHER BOND COSTS | 129372 | 103498 | 25874 | |
| ALL OTHER EXPENSES | 106588 | 78485 | 27590 | 513 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 730491 | Total |
| Program Services | 599880 | ProgramServices |
| Management And General | 79600 | ManagementAndGeneral |
| Fundraising | 51011 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21100955 | Total |
| Program Services | 17611593 | ProgramServices |
| Management And General | 2515278 | ManagementAndGeneral |
| Fundraising | 974084 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5432167 | BOY |
| EOY | 1977808 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1682776 | BOY |
| EOY | 1207582 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42736 | BOY |
| EOY | 16474 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150740 | BOY |
| EOY | 910616 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 50919295 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25722765 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26452317 | BOY |
| EOY | 25196530 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23191219 | BOY |
| EOY | 25736773 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2696437 | BOY |
| EOY | 2906378 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1065567 | BOY |
| EOY | 1158364 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61713959 | BOY |
| EOY | 59110525 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1395816 | BOY |
| EOY | 1326063 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5272824 | BOY |
| EOY | 2802227 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10420000 | BOY |
| EOY | 10060000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30000 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 882098 | BOY |
| EOY | 849843 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18000738 | BOY |
| EOY | 15038133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31060295 | BOY |
| EOY | 31442932 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3509348 | BOY |
| EOY | 3394081 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9143578 | BOY |
| EOY | 9235379 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43713221 | BOY |
| EOY | 44072392 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61713959 | BOY |
| EOY | 59110525 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1535156 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1894324 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 3 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25753152 | BeginningOfYearBalance |
| Contributions | 798964 | Contributions |
| Investment Earnings Or Losses | 2201755 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 647574 | GrantsOrScholarships |
| Other Expenditures | 406009 | OtherExpenditures |
| End Of Year Balance | 27700288 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25190255 | BeginningOfYearBalance |
| Contributions | 1296779 | Contributions |
| Investment Earnings Or Losses | 283845 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 666000 | GrantsOrScholarships |
| Other Expenditures | 351727 | OtherExpenditures |
| End Of Year Balance | 25753152 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21092543 | BeginningOfYearBalance |
| Contributions | 2004856 | Contributions |
| Investment Earnings Or Losses | 3062403 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 315782 | GrantsOrScholarships |
| Other Expenditures | 653765 | OtherExpenditures |
| End Of Year Balance | 25190255 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20671748 | BeginningOfYearBalance |
| Contributions | 763264 | Contributions |
| Investment Earnings Or Losses | 1425624 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 371835 | GrantsOrScholarships |
| Other Expenditures | 1396258 | OtherExpenditures |
| End Of Year Balance | 21092543 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31462562 | BeginningOfYearBalance |
| Contributions | 1131713 | Contributions |
| Investment Earnings Or Losses | -3311603 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 572445 | GrantsOrScholarships |
| Other Expenditures | 8038479 | OtherExpenditures |
| End Of Year Balance | 20671748 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.62960 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.29410 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07630 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1935231 | OtherCostOrOtherBasis |
| Book Value | 1935231 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39281442 | OtherCostOrOtherBasis |
| Depreciation | 19667277 | Depreciation |
| Book Value | 19614165 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3617431 | OtherCostOrOtherBasis |
| Depreciation | 2929554 | Depreciation |
| Book Value | 687877 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6085191 | OtherCostOrOtherBasis |
| Depreciation | 3125934 | Depreciation |
| Book Value | 2959257 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25196530 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSET RETIREMENT OBLIGATION | $838,424 |
| LIABILTY UNDER SPLIT-INTEREST AGREEMENTS | $7,110 |
| OBLIGATION UNDER CAPITAL LEASE | $4,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 849843 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 16835903 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1894324 | NetUnrealizedGainsInvestments |
| Other Revenues | -4530058 | OtherRevenues |
| Revenue Not Rptd F990 | -2635734 | RevenueNotRptdF990 |
| Revenue Subtotal | 19471637 | RevenueSubtotal |
| Investment Expenses Not Included | 94162 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 94162 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19565799 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16476732 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16476732 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 94162 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 4530061 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4624223 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21100955 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GRANTS AND ALLOCATIONS -4,530,059. ROUNDING 1. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS AND ALLOCATIONS 4,530,059. ROUNDING 2. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|
| SCHOLARSHIPS - NEED BASED | 196 | 3621833 | FMV | TUITION ASSISTANCE | |
| SCHOLARSHIPS - MERIT | 47 | 311500 | FMV | TUITION ASSISTANCE | |
| SCHOLARSHIPS - MERIT STIPENDS | 29 | FMV | STIPENDS FOR EDUCATION | 28777 | |
| SCHOLARSHIPS - NEED BASED STIPENDS | 4 | FMV | STIPENDS FOR EDUCATION | 3000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE SCHOOL PROVIDES NEED-BASED SCHOLARSHIPS AND MERIT AWARDS BASED ON A REDUCTION IN TUITION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENNIS BISGAARD | ||||||||||||||
| HEAD OF SCHOOL | 302007 | 0 | 0 | 0 | 0 | 0 | 50000 | 0 | 93913 | 0 | 445920 | 0 | 0 | 0 |
| COLLEEN WOERLEN | ||||||||||||||
| BUSINESS MANAGER | 153549 | 0 | 0 | 0 | 0 | 0 | 13173 | 0 | 21781 | 0 | 188503 | 0 | 0 | 0 |
| DEBORAH C HYDE | ||||||||||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEMEN | 182281 | 0 | 0 | 0 | 0 | 0 | 14894 | 0 | 14818 | 0 | 211993 | 0 | 0 | 0 |
| ALAN R COMRIE | ||||||||||||||
| STRATEG. ADV TO HEAD/CONTROLLER | 159599 | 0 | 0 | 0 | 0 | 0 | 13409 | 0 | 20903 | 0 | 193911 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 40 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 304503 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE SCHOOL USES A THIRD PARTY FOR THE SALE OF STOCK GIFTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 9: | ROUNDING 3. | CHANGES IN NET ASSETS OR FUND BALANCES: |