KINGSWOOD OXFORD SCHOOL INC (EIN 060646688) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1909

Legal Domicile

Principal Officer

THOMAS DILLOW

Phone

8602339631

Tax Period

2024-07-01 to 2025-06-30

KINGSWOOD OXFORD SCHOOL INC, founded in 1909, is a mid-sized nonprofit in the Education sector that reported $30.3M in total revenue in fiscal year 2024.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,322,792

Program Service Revenue $24,235,599

Investment Income $1,761,884

Other Revenue $944,867

TOTAL REVENUE $30,265,142

Expense Breakdown

Grants Paid $9,073,635

Salaries & Benefits $14,203,739

Fundraising Expenses $1,000,368

Program Expenses $27,814,147

Other Expenses $8,737,087

TOTAL EXPENSES $32,014,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,265,142	$29,036,136	+0.0%
Expenses	$32,014,461	$30,586,750	+0.0%
Net Income	$-1,749,319	$-1,550,614	+0.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

208

Volunteers

103

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$808,486

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY S GITLIN	TRUSTEE - CHAIR	1.00	Officer Director	$0	$0	$0
MARY S MARTIN	TRUSTEE - VP OF STRATEGIC INITIATIVES	1.00	Officer Director	$0	$0	$0
MARK CONRAD	TRUSTEE - TREASURER	1.00	Officer Director	$0	$0	$0
LORI SATELL WETSMAN	TRUSTEE - SECRETARY	1.00	Officer Director	$0	$0	$0
JOSHUA M BENET	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW W BETHKE	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA BUCKINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
JERRY DEBERRY	TRUSTEE	1.00	Director	$0	$0	$0
KAREN DIAZ-MEAIKE	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE L DOBKIN	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH R GIANNI	TRUSTEE	1.00	Director	$0	$0	$0
LEE GOLD	TRUSTEE	1.00	Director	$0	$0	$0
J DOUGLAS HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
RAYMOND JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
GILBERT E KEEGAN III	TRUSTEE	1.00	Director	$0	$0	$0
FRED KRIEBLE	TRUSTEE	1.00	Director	$0	$0	$0
ELAINE LESHEM	TRUSTEE	1.00	Director	$0	$0	$0
MERRILL MANDELL	TRUSTEE	1.00	Director	$0	$0	$0
KELLEY NICHOLSON-FLYNN	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN OUELLETTE	TRUSTEE	1.00	Director	$0	$0	$0
ERIC PALMER	TRUSTEE	1.00	Director	$0	$0	$0
DAVID R QUICK	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE S SIMONS	TRUSTEE	1.00	Director	$0	$0	$0
GAYLE TEMKIN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN Y WANG	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS DILLOW EX OFFICIO	HEAD OF SCHOOL	35.00	Officer	$353,155	$193,906	$547,061
COLLEEN M WOERLEN	DIR. OF FIN. & OPERATIONS	35.00	Officer	$214,881	$46,544	$261,425
ALAN R COMRIE	CONTROLLER, DIR. OF FIN. ASST.	35.00	Highest	$220,769	$36,711	$257,480
DINA PLAPLER	DIR. OF INSTITUTIONAL ADVANCEMENT	35.00	Highest	$189,641	$37,664	$227,305
LISA LOEB	HEAD OF THE UPPER SCHOOL	35.00	Highest	$158,567	$25,329	$183,896
JAYNE ROTTER	DIRECTOR OF LEADERSHIP GIVING	35.00	Highest	$129,335	$39,048	$168,383
LUIS BAEZ	DIRECTOR OF FACILITIES	35.00	Highest	$119,899	$40,860	$160,759

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$30,265,142	$32,014,461	$78,404,639	$-1,749,319
2024	$29,036,136	$30,586,750	$76,818,423	$-1,550,614
2023	$36,404,232	$29,123,407	$74,959,323	$7,280,825
2022	$25,666,477	$27,680,736	$65,873,295	$-2,014,259
2021	$30,189,260	$26,416,877	$73,493,851	$3,772,383
2020	$25,472,300	$25,621,578	$63,243,218	$-149,278
2019	$23,454,142	$25,591,681	$62,559,393	$-2,137,539
2018	$24,000,298	$24,758,499	$64,931,549	$-758,201

KINGSWOOD OXFORD SCHOOL INC