2014-05-14T07:57:57-05:00 2013-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2012-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN 8602339631 2014-05-13 1 ELIZABETH SOLECKI P00235171 8605614000 2012 2015-11-30 17:44:51Z DENNIS BISGAARD 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 20638338 0 X WWW.KINGSWOODOXFORD.ORG X 1909 CT 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. 21 21 169 148 153174 0 3037196 1501493 16958840 17498462 500095 377308 244970 188536 20741101 19565799 3415028 3965110 0 0 9920976 10376242 0 0 974084 6836938 6759603 20172942 21100955 568159 -1535156 61713959 59110525 18000738 15038133 43713221 44072392 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. 0 0 17611593 3965110 17498640 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 17611593 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 1 103 0 1 169 1 1 1 0 0 0 0 1 1 0 0 0 0 X 21 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 1.00 X 0 0 0 JESSICA HILD COLLINS 1.00 X 0 0 0 LAURA ESTES 1.00 X 0 0 0 CHRISTOPHER G GENT 1.00 X 0 0 0 MARILYN GLOVER 1.00 X 0 0 0 CHERYL GRISE 1.00 X 0 0 0 STEPHEN B HAZARD 1.00 X 0 0 0 I BRADLEY HOFFMAN 1.00 X 0 0 0 BAXTER H MAFFETT 1.00 X 0 0 0 BRUCE MANDELL 1.00 X 0 0 0 ALEXANDER T NGUYEN 1.00 X 0 0 0 MARK PALEY 1.00 X 0 0 0 MICHAEL J REILLY 1.00 X 0 0 0 AVERY ROCKEFELLER III CHAIR 1.00 X X 0 0 0 PAUL F ROMANO 1.00 X 0 0 0 MARC T SHAFER 1.00 X 0 0 0 ALDEN Y WARNER III TREASURER 1.00 X X 0 0 0 R ASHLEY WASHBURN 1.00 X 0 0 0 PAULA WHITNEY 1.00 X 0 0 0 BEVERLY R YIRIGIAN 1.00 X 0 0 0 DENNIS BISGAARD 40.00 X 302007 0 143304 COLLEEN WOERLEN 40.00 X 153549 0 34345 DEBORAH C HYDE 40.00 X 182281 0 29103 ALAN R COMRIE 40.00 X 159599 0 33703 JAMES O'DONNELL 40.00 X 104020 0 29353 901456 0 269808 5 0 1 0 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 5 1501493 361134 1501493 TUITION AND FEES 611110 17226799 17226799 AUXILIARY ACTIVITIES 611110 271663 121003 150660 17498462 272307 272307 158510 120876 37634 37634 2450 35184 1056664 951663 105001 105001 105001 OTHER INCOME 900099 97969 97969 CHANGE IN SPLIT INTEREST AGREEMEN 900099 52869 52869 PTRSHIP INVESTMENTS 523000 64 64 150902 19565799 17498640 153174 412492 3965110 3965110 590170 142220 323145 124805 7409029 6118257 899338 391434 559024 466426 69244 23354 1265762 1180812 72168 12782 552257 442515 82244 27498 11738 4695 7043 59100 23640 35460 94162 94162 119511 49970 69541 46602 27626 18839 137 339997 228029 60888 51080 306446 245217 45922 15307 957710 798277 157051 2382 251249 202513 2607 46129 125684 71869 13669 40146 33129 26503 6626 1609359 1319143 226904 63312 182501 146001 27375 9125 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 730491 599880 79600 51011 21100955 17611593 2515278 974084 5432167 1977808 1682776 1207582 42736 16474 1150740 910616 50919295 25722765 26452317 25196530 23191219 25736773 2696437 2906378 1065567 1158364 61713959 59110525 1395816 1326063 5272824 2802227 10420000 10060000 30000 0 882098 849843 18000738 15038133 X 31060295 31442932 3509348 3394081 9143578 9235379 43713221 44072392 61713959 59110525 X -1535156 1894324 3 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25753152 798964 2201755 647574 406009 27700288 25190255 1296779 283845 666000 351727 25753152 21092543 2004856 3062403 315782 653765 25190255 20671748 763264 1425624 371835 1396258 21092543 31462562 1131713 -3311603 572445 8038479 20671748 0.62960 0.29410 0.07630 0 0 1935231 1935231 39281442 19667277 19614165 3617431 2929554 687877 6085191 3125934 2959257 25196530 ASSET RETIREMENT OBLIGATION 838424 LIABILTY UNDER SPLIT-INTEREST AGREEMENTS 7110 OBLIGATION UNDER CAPITAL LEASE 4309 849843 16835903 1894324 -4530058 -2635734 19471637 94162 94162 19565799 16476732 0 16476732 94162 4530061 4624223 21100955 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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 196 3621833 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT 47 311500 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT STIPENDS 29 28777 FMV STIPENDS FOR EDUCATION SCHOLARSHIPS - NEED BASED STIPENDS 4 3000 FMV STIPENDS FOR EDUCATION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 302007 0 0 0 0 0 50000 0 93913 0 445920 0 0 0 COLLEEN WOERLEN 153549 0 0 0 0 0 13173 0 21781 0 188503 0 0 0 DEBORAH C HYDE 182281 0 0 0 0 0 14894 0 14818 0 211993 0 0 0 ALAN R COMRIE 159599 0 0 0 0 0 13409 0 20903 0 193911 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 40 304503 FMV 0 1 1 THIRD PARTY USE: 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING 3.