2026-04-29T15:47:58-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-07-01 060646688 KINGSWOOD OXFORD SCHOOL INC KING 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 COLLEEN M WOERLEN DIR OF FINANCE & OPERATIONS 8602339631 2026-04-24 1 0 LAURA J KENNEY P00202198 6177170831 2026-04-24 2024 2025-03-06 01:10:19Z THOMAS DILLOW 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 39397390 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. 25 24 208 103 9473 441 2551946 3322792 23492956 24235599 1516780 1761884 1474454 944867 29036136 30265142 8716695 9073635 0 0 13740381 14203739 0 0 1000368 8129674 8737087 30586750 32014461 -1550614 -1749319 76818423 78404639 16714005 18210430 60104418 60194209 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 27814147 9073635 25065133 COLLEGE PREPARATORY PROGRAM OFFERING COMPREHENSIVE CURRICULUM THAT INCLUDES INSTRUCTION IN ENGLISH, MATH, SCIENCE, HISTORY, MODERN & CLASSICAL LANGUAGES, ART, THEATRE, MUSIC, PHOTOGRAPHY AND SPORTS. 27814147 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 91 0 1 208 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ALAN R COMRIE 8602339631 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 JEFFREY S GITLIN TRUSTEE - CHAIR 1.00 X X 0 0 0 MARY S MARTIN TRUSTEE - VP OF STRATEGIC INITIATIVES 1.00 X X 0 0 0 MARK CONRAD TRUSTEE - TREASURER 1.00 X X 0 0 0 LORI SATELL WETSMAN TRUSTEE - SECRETARY 1.00 X X 0 0 0 JOSHUA M BENET TRUSTEE 1.00 X 0 0 0 ANDREW W BETHKE TRUSTEE 1.00 X 0 0 0 AMANDA BUCKINGHAM TRUSTEE 1.00 X 0 0 0 JERRY DEBERRY TRUSTEE 1.00 X 0 0 0 KAREN DIAZ-MEAIKE TRUSTEE 1.00 X 0 0 0 BONNIE L DOBKIN TRUSTEE 1.00 X 0 0 0 JOSEPH R GIANNI TRUSTEE 1.00 X 0 0 0 LEE GOLD TRUSTEE 1.00 X 0 0 0 J DOUGLAS HARRIS TRUSTEE 1.00 X 0 0 0 RAYMOND JOHNSON TRUSTEE 1.00 X 0 0 0 GILBERT E KEEGAN III TRUSTEE 1.00 X 0 0 0 FRED KRIEBLE TRUSTEE 1.00 X 0 0 0 ELAINE LESHEM TRUSTEE 1.00 X 0 0 0 MERRILL MANDELL TRUSTEE 1.00 X 0 0 0 KELLEY NICHOLSON-FLYNN TRUSTEE 1.00 X 0 0 0 MEGAN OUELLETTE TRUSTEE 1.00 X 0 0 0 ERIC PALMER TRUSTEE 1.00 X 0 0 0 DAVID R QUICK TRUSTEE 1.00 X 0 0 0 BRUCE S SIMONS TRUSTEE 1.00 X 0 0 0 GAYLE TEMKIN TRUSTEE 1.00 X 0 0 0 JOHN Y WANG TRUSTEE 1.00 X 0 0 0 THOMAS DILLOW EX OFFICIO HEAD OF SCHOOL 35.00 X 353155 0 193906 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 35.00 X 214881 0 46544 ALAN R COMRIE CONTROLLER, DIR. OF FIN. ASST. 35.00 X 220769 0 36711 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 35.00 X 189641 0 37664 LISA LOEB HEAD OF THE UPPER SCHOOL 35.00 X 158567 0 25329 JAYNE ROTTER DIRECTOR OF LEADERSHIP GIVING 35.00 X 129335 0 39048 LUIS BAEZ DIRECTOR OF FACILITIES 35.00 X 119899 0 40860 1386247 0 420062 20 0 1 0 FIP CONSTRUCTION INC 1536 NEW BRITAIN AVENUE FARMINGTON CT 06032 CONSTRUCTION 4779626 CENTERBROOK ARCHITECTS & PLANNERS LLP PO BOX 955 CENTERBROOK CT 06409 ARCHITECTURAL SERVICE 1047993 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 822973 DATTCO INC 583 SOUTH STREET NEW BRITAIN CT 06051 TRANSPORTATION 392606 SMG CORPORATE SERVICES PO BOX 53 BRATTLEBORO VT 05302 CLEANING SERVICES 329023 12 49682 3273110 395597 3322792 TUITION AND FEES 611110 23992578 23992578 AUXILIARY ACTIVITIES 611110 243021 243021 24235599 1300990 9473 1291517 123939 88321 35618 35618 35618 9486841 9025947 460894 460894 460894 20945 49682 17980 2965 2965 OTHER INCOME 900099 829534 829534 INSURANCE PROCEEDS 900099 76750 76750 906284 30265142 25065133 9473 1867744 9073635 9073635 792589 172057 527734 92798 9746370 7980246 1322852 443272 741194 540504 164517 36173 2179031 2009151 141584 28296 744555 521789 184024 38742 55498 55498 72208 72208 149949 149949 4441 1887 2554 165600 105299 60301 406774 289829 72712 44233 287796 233672 40521 13603 1640181 1593014 33015 14152 307100 270319 8826 27955 214032 73106 31832 109094 5493 5289 133 71 1626417 1566093 39294 21030 434347 410534 8407 15406 OTHER PURCHASED SERVICE 1940214 1669670 177931 92613 REPAIRS AND MAINTENANCE 195444 183491 9616 2337 PROF. DEVELOPMENT 64978 55260 8503 1215 FURNITURE AND FIXTURES 26821 26367 375 79 1139794 1032935 87560 19299 32014461 27814147 3199946 1000368 17592419 8275188 8920 37327 6416107 6553307 974655 754429 73760238 42506070 20958102 31254168 21708295 21825922 7389819 7869488 1770106 1834810 76818423 78404639 1985149 3137238 13835949 14259979 892907 813213 16714005 18210430 X 37316542 34531678 22787876 25662531 60104418 60194209 76818423 78404639 -1749319 1839110 0 X 0 1 X 1 0 X 5184454 1483369 3037671 2551946 3322792 15580232 5184454 1483369 3037671 2551946 3322792 15580232 1535474 14044758 918982 950144 1076871 1560872 1415456 5922325 -4737 4798 15335 -1517 9473 23352 199590 442904 57309 506030 97695 1303528 22829437 118617255 0.61520 0.58270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29643850 431310 2876956 539744 2708565 29703807 27451001 223901 3234953 505353 760652 29643850 25620211 224928 2876243 505145 765236 27451001 30197882 77491 -3409021 502156 743985 25620211 28432531 1360585 6236602 420982 5410854 30197882 0.31820 0.45830 0.22350 0 0 664219 664219 44689013 31108974 13580039 5951328 4324475 1626853 22455678 7072621 15383057 31254168 REAL ESTATE INVESTMENT FUNDS 41096 C HEDGE FUND OF FUNDS 5333696 C PRIVATE EQUITY FUNDS 2494696 C 7869488 ASSET RETIREMENT OBLIGATION 617363 SPLIT-INTEREST AGREEMENT LIABILITY 46846 OBLIGATION UNDER CAPITAL LEASE 31233 RIGHT OF USE LIABILITY 117771 813213 21539708 1687143 151967 1839110 19700598 149949 10414595 10564544 30265142 21449917 0 21449917 149949 10414595 10564544 32014461 PART V, LINE 4: ENDOWED FUNDS ARE USED IN ACCORDANCE WITH THE DONOR WISHES AND INCLUDES SCHOLARSHIP, FACULTY ENRICHMENT, PERFORMING ARTS, FACILITIES MAINTENANCE, FACULTY AWARDS AND A GENERAL RELIEF OF OPERATING COSTS OF THE SCHOOL. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPLIT-INTEREST AGREEMENTS 151,967. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 10,414,595. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND TUITION ASSISTANCE 10,414,595. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NONDISCRIMINATION STATEMENT WITH RESPECT TO STUDENTS IN ITS LIMITED CIRCULATION MAGAZINE AND INCLUDES THE STATEMENT ON ITS WEBSITE HOMEPAGE. 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT N/A 7456203 0 0 0 0 0 0 7456203 0 7456203 1 0 1 1 0 0 PART I, LINE 3: THE SCHOOL HAS FINANCIAL INTERESTS IN SIX INVESTMENTS WITH MASTER-FEEDER STRUCTURES MAINTAINING THEIR RESPECTIVE REGISTERED OFFICES IN THE CAYMAN ISLANDS AND REGISTERED UNDER THE MUTUAL FUNDS LAW OF THE CAYMAN ISLANDS. ALL SIX INVESTMENTS (MARKET VALUES SUMMARIZED BELOW) MAINTAIN THEIR PARTNERSHIP ASSETS (MASTER FUND) WITHIN THEIR LIMITED PARTNERSHIPS AS DELAWARE, MD (UNITED STATES) COMPANIES. THE WEATHERLOW OFFSHORE FUND I, LTD, MARKET VALUE: $4,205,132 HARBOURVEST 2021 GLOBAL FEEDER FUND, LP, MARKET VALUE: $1,015,895 HARBOURVEST 2022 GLOBAL FEEDER FUND, LP, MARKET VALUE: $677,827 HARBOURVEST 2023 GLOBAL FEEDER FUND, LP, MARKET VALUE: $377,498 HARBOURVEST 2024 GLOBAL FEEDER FUND, LP, MARKET VALUE: $51,287 RA CAPITAL HEALTHCARE FUND, LP, MARKTET VALUE: $1,128,564 PART III ACCOUNTING METHOD: THE SCHOOL HAD A 0.18% INTEREST IN THE WEATHERLOW OFFSHORE FUND I, LTD., A 0.11% INTEREST IN THE HARBOURVEST 2021 GLOBAL FEEDER FUND, L.P., A 0.14% INTEREST IN THE HARBOURVEST 2022 GLOBAL FEEDER FUND, L.P., A 0.12% INTEREST IN THE HARBOURVEST 2023 GLOBAL FEEDER FUND, L.P., A 0.05% INTEREST IN THE HARBOURVEST 2024 GLOBAL FEEDER FUND, L.P., AND A 0.02% INTEREST IN THE RA CAPITAL HEALTHCARE FUND (ALL DESCRIBED ABOVE). GOLF TOURNAMENT 70627 49682 20945 53 1200 14602 2125 70627 49682 20945 53 1200 14602 2125 17980 2965 1 NEED-BASED FINANCIAL ASSISTANCE, SCHOLARSHIPS AND STIPENDS 455 9073635 PART I, LINE 2: THE SCHOOL PROVIDES NEED-BASED AWARDS AND MERIT SCHOLARSHIPS BASED ON A REDUCTION IN TUITION. NEED-BASED FINANCIAL ASSISTANCE AWARDS WERE MADE AVAILABLE TO QUALIFYING STUDENTS ON THE BASIS OF FINANCIAL NEED DETERMINED BY UTILIZING A THIRD PARTY SOFTWARE PROGRAM WHICH PROVIDES A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMATORY MANNER. ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 THOMAS DILLOW EX OFFICIO HEAD OF SCHOOL 345175 0 0 0 7980 0 80100 0 113806 0 547061 0 0 0 COLLEEN M WOERLEN DIR. OF FIN. & OPERATIONS 214881 0 0 0 0 0 18378 0 28166 0 261425 0 0 0 ALAN R COMRIE CONTROLLER, DIR. OF FIN. ASST. 220769 0 0 0 0 0 18092 0 18619 0 257480 0 0 0 DINA PLAPLER DIR. OF INSTITUTIONAL ADVANCEMENT 189641 0 0 0 0 0 15858 0 21806 0 227305 0 0 0 LISA LOEB HEAD OF THE UPPER SCHOOL 158567 0 0 0 0 0 12854 0 12475 0 183896 0 0 0 JAYNE ROTTER DIRECTOR OF LEADERSHIP GIVING 129335 0 0 0 0 0 10882 0 28166 0 168383 0 0 0 LUIS BAEZ DIRECTOR OF FACILITIES 119899 0 0 0 0 0 10815 0 30045 0 160759 0 0 0 PART I, LINE 1A THE SCHOOL PAYS FOR THE HEAD OF SCHOOL'S CELL PHONE AND PROVIDES AN AUTOMOBILE ALLOWANCE. THE COST OF THESE ITEMS AND TAX GROSS-UP PAYMENTS ARE INCLUDED IN THE HEAD OF SCHOOL'S TAXABLE COMPENSATION. ON-CAMPUS HOUSING IS REQUIRED AS A CONDITION OF EMPLOYMENT FOR THE HEAD OF SCHOOL. THE VALUE OF HOUSING IS NOT TAXABLE TO THE HEAD OF SCHOOL OR HIS FAMILY. PART I, LINE 4B THE SCHOOL HAS A SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE HEAD OF SCHOOL. THE PLAN INCLUDES A SUBSTANTIAL RISK OF FORFEITURE THROUGH HIS EMPLOYMENT PERIOD ENDING JUNE 30, 2026. THE SCHOOL DID NOT CONTRIBUTE INTO THE PLAN FOR THE TAX YEAR ENDED JUNE 30, 2025. 5000 FINANCIAL AID EDUCATION X 31 379819 FMV X GIFTS-IN KIND 19 15778 FMV 0 0 1 0 SCHEDULE M, PART I, COLUMN (B) THE SCHOOL REPORTS IN PART I, COLUMN B, THE NUMBER OF ITEMS RECEIVED. ON PART I, LINE 9, COLUMN B, EACH SECURITY RECEIVED IS TREATED AS A SEPARATE GIFT (RATHER THAN EACH SHARE RECEIVED) FOR THIS PURPOSE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF NOT LESS THAN FIVE TRUSTEES. THE CHAIR SHALL BE ONE SUCH COMMITTEE MEMBER AND SERVE EX OFFICIO AS CHAIR OF THE EXECUTIVE COMMITTEE. SUBJECT TO ANY PRIOR LIMITATIONS IMPOSED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE INTERIM BETWEEN THE MEETINGS OF THE BOARD, AND ALL ACTIONS SHALL HAVE THE SAME FORCE AND EFFORTS OF ACTION OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL ALSO BE RESPONSIBLE FOR LONG-RANGE PLANNING ACTIVITIES, AND FOR MONITORING THE IMPLEMENTATION OF LONG RANGE PLANS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY MANAGEMENT AND REVIEWED BY PROFESSIONAL TAX ADVISORS. THE FORM 990 IS REVIEWED BY THE SCHOOL'S AUDIT COMMITTEE AND PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A CONFLICT OF INTEREST FORM THAT MUST BE COMPLETED EACH YEAR BY EVERY TRUSTEE AND OFFICER. THE RESPONSES ARE REVIEWED BY THE BOARD'S GOVERNANCE AND NOMINATING COMMITTEE EACH YEAR. ANY INDIVIDUAL WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST NEEDS TO RECUSE HIMSELF/HERSELF FROM ANY DECISION ON THE TRANSACTION. 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 OF SCHOOL'S COMPENSATION IS COMPARED TO OTHER HEADS OF SCHOOL USING GUIDESTAR, THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) BENCHMARKING ANALYSIS, ETC. THE REVIEW OF COMPENSATION FOR THE HEAD OF SCHOOL IS CONDUCTED UPON CONTRACT RENEWAL. TOP MANAGEMENT COMPENSATION IS REVIEWED WHEN ANY MATERIAL CHANGES IN COMPENSATION ARE MADE. DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 KINGSWOOD OXFORD SCHOOL PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.