Kingswood Oxford School Inc

Nonprofit profile at a glance

EIN
060646688
IRS 990 coverage
2009–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
West Hartford, CT, USA
Phone
8602339631
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Elementary, Secondary Education, K - 12

Official website

Reported finances

Revenue
$30,265,142
Expenses
$32,014,461
Assets
$78,404,639
Liabilities
$18,210,430

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

32 people listed

Highest reported compensation

  • THOMAS DILLOW EX OFFICIO (HEAD OF SCHOOL): $547,061 total reported compensation
  • COLLEEN M WOERLEN (DIR. OF FIN. & OPERATIONS): $261,425 total reported compensation
  • ALAN R COMRIE (CONTROLLER, DIR. OF FIN. ASST.): $257,480 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

College preparatory program offering comprehensive curriculum that includes instruction in english, math, science, history, modern & classical languages, art, theatre, music, photography and sports.

Operating model

Revenue model
Earned-program. 81% of the money available for current operations came from fees and other program revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 67% for direct work, and 33% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 70
  • Accountability: 93
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.6%; rating input score 94
  • Program expense ratio: 86.9%; rating input score 87
  • Fundraising efficiency: $3.32 raised per $1 spent on fundraising; rating input score 13; 13th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 96%; rating input score 96; 30th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -5.8%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 2.45; rating input score 68; 68th percentile among comparable filings
  • Liabilities to assets ratio: 0.23; rating input score 54; 54th percentile among comparable filings
  • Officer compensation ratio: 5.6%; rating input score 45; 45th percentile among comparable filings

Growth

  • Program expense growth: 3.7% per year; rating input score 100; 31st percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 30th percentile among comparable filings
  • Asset growth: 1.7% per year; rating input score 100; 16th percentile among comparable filings

Details

  • Where the money goes: 93.6% of revenue deployed · 86.9% of spending went to programs
  • Governance: 24 of 25 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $27.8M in reported program spending
  • Leadership: top reported pay $547K · 32 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $7.4M reported
  • Consistency: 41 of 41 current checks pass
  • Schedules: 11 filed schedules · includes major donors, foreign activity, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 13/100.
  • High — Sustainability: Operating margin scored 15/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 45/100.
  • Review — Sustainability: Liabilities to assets ratio scored 54/100.