2013-05-15T15:16:24-05:00 2012-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2011-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN 8602339631 2013-05-15 1 ELIZABETH SOLECKI P00235171 8605614000 2011 2016-02-24 21:20:13Z DENNIS BISGAARD 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 27817635 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. 25 25 158 219 143924 0 1612743 3037196 16511334 16958840 1156491 500095 689881 244970 19970449 20741101 3010786 3415028 0 0 9352888 9920976 0 0 858095 6879608 6836938 19243282 20172942 727167 568159 61534262 61713959 18262954 18000738 43271308 43713221 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 16763112 3415028 16997343 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 16763112 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 109 0 1 158 1 1 1 0 0 0 0 1 1 0 0 0 0 X 25 25 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 BRUCE MANDELL 1.00 X 0 0 0 KATHERINE KEEGAN ANTLE 1.00 X 0 0 0 BAXTER H MAFFETT 1.00 X 0 0 0 FREDERICK S FARQUHAR 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 TIMOTHY A HOLT 1.00 X 0 0 0 CHRISTOPHER G GENT 1.00 X 0 0 0 DIDIER MICHAUD-DANIEL 1.00 X 0 0 0 AVERY ROCKEFELLER III 1.00 X 0 0 0 MICHAEL J REILLY 1.00 X 0 0 0 MARC T SHAFER 1.00 X 0 0 0 ALDEN Y WARNER III 1.00 X 0 0 0 PAUL F ROMANO 1.00 X 0 0 0 R ASHLEY WASHBURN 1.00 X 0 0 0 PAULA WHITNEY 1.00 X 0 0 0 MARK PALEY 1.00 X 0 0 0 JESSICA HILD COLLINS 1.00 X 0 0 0 PAMELA J DOWLING 1.00 X 0 0 0 LAURA ESTES 1.00 X 0 0 0 CAROLYN WOLF GITLIN 1.00 X 0 0 0 FRANCIS P PANDOLFI 1.00 X 0 0 0 DENNIS BISGAARD 40.00 X 289752 0 139046 COLLEEN WOERLEN 40.00 X 144531 0 23641 DEBORAH C HYDE 40.00 X 180517 0 20689 ALAN R COMRIE 40.00 X 144751 0 23108 RUSSELL BIRCHALL 40.00 X 101044 0 7988 RONALD MONROE 40.00 X 105268 0 13737 965863 0 228209 6 0 1 0 SAGE DINING SERVICES INC 222 BOSLEY AVENUE TOWSON MD 21204 FOOD SERVICE 596933 SERVICEMASTER ASSURED JANITORIAL INC 171 MARKET SQUARE NEWINGTON CT 06111 CLEANING SERVICE 195967 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 BUS TRANSPORTATION 151661 3 3037196 1363001 3037196 TUITION AND FEES 611110 16660156 16660156 AUXILIARY ACTIVITIES 611110 298684 171564 127120 16958840 437569 437569 157000 87317 69683 69683 6600 63083 6952976 6890450 62526 62526 62526 98227 98767 -540 -540 OTHER INCOME 900099 189108 178833 10275 PTRSHIP INVESTMENTS 523000 -71 -71 CHANGE IN SPLIT INTERE 900099 -13210 -13210 175827 20741101 16997343 143924 562638 3415028 3415028 559451 131223 315311 112917 6935419 5704506 862560 368353 533953 444152 67633 22168 1377722 1282814 76681 18227 514431 409718 79077 25636 21902 8761 13141 64730 25892 38838 89932 89932 102596 41060 61536 37589 22553 15036 365844 235282 65927 64635 244720 195842 36659 12219 1147598 942664 200819 4115 203110 174987 2590 25533 108655 66426 14010 28219 35082 28066 7016 1690648 1385800 238284 66564 155548 124438 23332 7778 OTHER PURCHASED SERVICE 1209431 1069056 105539 34836 REPAIRS AND MAINTENANCE 309184 251545 57639 OTHER BOND COSTS 139941 111953 27988 PROFESSIONAL DEVELOPMEN 94386 64063 12600 17723 816042 627283 139587 49172 20172942 16763112 2551735 858095 2971694 5432167 963971 1682776 37345 42736 944328 1150740 50592034 24139717 27035948 26452317 26387967 23191219 1670237 2696437 1522772 1065567 61534262 61713959 1233882 1395816 5179281 5272824 10765000 10420000 135000 30000 949791 882098 18262954 18000738 X 31497939 31060295 2950960 3509348 8822409 9143578 43271308 43713221 61534262 61713959 X 568159 -126246 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25190255 1296779 283845 666000 351727 25753152 21092543 2004856 3062403 315782 653765 25190255 20671748 763264 1425624 371835 1396258 21092543 31462562 1131713 -3311603 572445 8038479 20671748 0.61450 0.31510 0.07040 0 0 1949086 1949086 39216076 18606701 20609375 3502380 2743637 758743 5924492 2789379 3135113 26452317 ASSET RETIREMENT OBLIGATION 835472 LIABILTY UNDER SPLIT-INTEREST AGREEMENTS 18049 OBLIGATION UNDER CAPITAL LEASE 28577 882098 20741101 20172942 568159 -126246 -126246 441913 16381069 -126246 -4143855 -4270101 20651170 89931 89931 20741101 15939156 0 15939156 89931 4143855 4233786 20172942 PART XII, LINE 2D - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS -4,143,855. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 4,143,855. 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. GALA 55050 55050 18735 GOLF TOURNAMENT 21260 21260 2603 30346 1415 1420 2 21917 21917 2995 12408 16295 1626 10924 98227 98227 5598 61489 17710 1626 12344 98767 -540 1 SCHOLARSHIPS - NEED BASED 176 0 3108158 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT 40 0 276500 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT STIPENDS 28 27370 0 FMV STIPENDS FOR EDUCATION SCHOLARSHIPS - NEED BASED STIPENDS 4 3000 0 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 1 1 X X X X 0 1 0 0 0 0 0 0 0 DENNIS BISGAARD 289752 0 0 0 0 0 49600 0 100300 0 439652 0 0 0 COLLEEN WOERLEN 144531 0 0 0 0 0 12308 0 13440 0 170279 0 0 0 DEBORAH C HYDE 180517 0 0 0 0 0 14427 0 10329 0 205273 0 0 0 ALAN R COMRIE 144751 0 0 0 0 0 12147 0 11567 0 168465 0 0 0 PART I, LINE 1A PART 1 LINE 1A: THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS. PART 1 LINE 4B: THE HEAD OF SCHOOL, DENNIS BISGAARD, PARTICIPATES IN A 457(F) NON QUALIFIED SUPPLEMENTAL BENEFIT PLAN. X 8 123195 FMV X ELECTRONICS 1 1163 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, NAIS BENCHMARKING ANALYSIS, ETC. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES THE SCHEDULE 990 AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -126,246. THE WILLIAM J TOMASSO SCHOLARSHIP FUND AT KINGSWOOD OXFORD SCHOOL INC SCHOLARSHIPS CT 501(C)(3) TYPE 11D N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1