2012-05-15T15:08:43-05:00 2011-06-30 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2010-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN 8602339631 2012-05-15 1 ELIZABETH SOLECKI 8605614000 2010 2016-02-24 21:20:13Z DENNIS BISGAARD 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 27587758 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. 22 22 155 229 154141 0 1524576 1612743 15819657 16511334 637770 1156491 346624 689881 18328627 19970449 3573336 3010786 0 0 8669219 9352888 0 0 705391 6554699 6879608 18797254 19243282 -468627 727167 59444074 61534262 18882888 18262954 40561186 43271308 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 16113626 3010786 17001625 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, HISTORY, MODERN & CLASSICAL LANGUAGE, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 16113626 1 1 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 89 0 1 155 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 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 LES R TAGER 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 278089 0 137234 COLLEEN WOERLEN 40.00 X 144152 0 25591 DEBORAH C HYDE 40.00 X 183551 0 20003 ALAN R COMRIE 40.00 X 143498 0 23520 RUSSELL BIRCHALL 40.00 X 102044 0 8602 RON MONROE 40.00 X 102066 0 14001 953400 0 228951 6 0 1 0 SAGE DINING SERVICES INC 222 BOSLEY AVENUE TOWSON MD 21204 FOOD SERVICE 558893 SERVICEMASTER ASSURED JANITORIAL 171 MARKET SQUARE NEWINGTON CT 06111 CLEANING SERVICE 268296 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION 146947 3 1612743 116750 1612743 TUITION AND FEES 611110 16210328 16210328 AUXILIARY ACTIVITIES 611110 301006 155708 145298 16511334 480113 480113 169955 73652 96303 96303 8650 87653 8145236 7468858 676378 676378 676378 32595 74799 -42204 -42204 OTHER INCOME 900099 339216 339216 CHANGE IN SPLIT INTERE 900099 296373 296373 PTRSHIP INVESTMENTS 523000 193 193 635782 19970449 17001625 154141 1201940 3010786 3010786 543411 128192 304442 110777 6419214 5348076 792716 278422 479531 399365 58979 21187 1430085 1326726 80306 23053 480647 381992 73048 25607 36207 14483 21724 63869 25548 38321 94342 94342 176217 110961 65256 27148 16289 10859 388539 256114 71125 61300 242650 194785 35899 11966 1162591 998752 161385 2454 196427 169938 2097 24392 84805 62582 15638 6585 400901 320721 80180 1642990 1348398 226579 68013 166555 133244 24983 8328 OTHER PURCHASED SERVICE 1151223 1011786 109755 29682 REPAIRS AND MAINTENANCE 310748 250464 60284 PROFESSIONAL DEVELOPMEN 81045 57323 9169 14553 OTHER BOND COSTS 67968 54374 13594 FURNITURE AND FIXTURES 64797 43588 20520 689 520586 449139 53064 18383 19243282 16113626 2424265 705391 1 0 3619798 2971694 1475973 963971 9186 37345 875417 944328 49516534 22480586 28026510 27035948 22426065 26387967 1434128 1670237 1576996 1522772 59444074 61534262 1059446 1233882 5343181 5179281 11095000 10765000 240000 135000 1145261 949791 18882888 18262954 X 29115092 31497939 2832270 2950960 8613824 8822409 40561186 43271308 59444074 61534262 X 727167 1982955 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23823811 1136501 3045297 315782 0 27689827 24372094 238190 1425624 371835 1840262 23823811 26375132 73334 -1691598 79628 305146 24372094 0.55500 0.26200 0.07500 0 0 1949086 1949086 38650877 17495746 21155131 3441436 2523144 918292 5475135 2461696 3013439 27035948 ASSET RETIREMENT OBLIGATION 875454 LIABILTY UNDER SPLIT-INTEREST AGREEMENTS 24012 OBLIGATION UNDER CAPITAL LEASE 50325 949791 19970449 19243282 727167 1982955 1982955 2710122 18114720 1982955 -3744342 -1761387 19876107 94342 94342 19970449 15404598 0 15404598 94342 3744342 3838684 19243282 PART XII, LINE 2D - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS -3,744,342. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANTS AND ALLOCATIONS 3,744,342. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED PASS-THROUGH FUNDS OF $26,104 FROM THE TOWN OF WEST HARTFORD. REUNION 8045 8045 3372 12812 14794 3668 17486 GOLF TOURNAMENT 24550 24550 16878 5789 32595 32595 3372 29690 14794 3668 23275 74799 -42204 1 SCHOLARSHIPS - NEED BASED 168 2769428 FMV TUITION ASSISTANCE SCHOLARSHIPS - MERIT 31 226500 FMV TUITION ASSISTANCE SCHOLARSHIPS - STIPENDS 8 8858 FMV STIPENDS FOR EDUCATION SCHOLARSHIPS - MERIT STIPENDS 1 3000 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 1 1 X X X X 0 1 0 0 0 0 0 0 0 DENNIS BISGAARD 278089 0 0 0 0 0 49600 0 93436 0 421125 0 0 0 COLLEEN WOERLEN 144152 0 0 0 0 0 12152 0 13439 0 169743 0 0 0 DEBORAH C HYDE 183551 0 0 0 0 0 14303 0 5700 0 203554 0 0 0 ALAN R COMRIE 143498 0 0 0 0 0 11956 0 11564 0 167018 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 280 COST X 30 217652 FMV X PAINTING ZAMBONI 1 15471 FMV X ELECTRONICS 1 295 FMV X DRYCLEANING 1 127 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 GAINS ON INVESTMENTS: 1,982,955. 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 0