2023-05-01T13:28:39-05:00 2022-06-30 453936274 BETH MOORE & ASSOCIATES CPAS PO BOX 120547 NEWPORT NEWS VA 23612 990 2021-07-01 510201345 THE WILLIAMS SCHOOL WILL 7576271383 419 COLONIAL AVENUE NORFOLK VA 23507 KELLY HEDRICK EDD HEAD OF SCHOOL 7576271383 2023-04-05 1 KELLY HEDRICK EDD 999009999 LISA CANDELLA CPA P01695830 7572241174 2023-04-05 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KELLY HEDRICK EDD 419 COLONIAL AVENUE NORFOLK VA 23507 4153193 0 X WWW.THEWILLIAMSSCHOOL.ORG X 1976 VA THE WILLIAMS SCHOOL BUILDS WITH EACH CHILD THE FOUNDATION FOR ACADEMIC, MORAL, AND SOCIAL SUCCESS. 19 19 68 30 0 0 927979 226847 2652210 2901426 280523 167607 29427 111697 3890139 3407577 322174 329685 0 0 2613305 2700952 0 0 124663 1056796 1184159 3992275 4214796 -102136 -807219 8477789 7243363 764635 837474 7713154 6405889 THE WILLIAMS SCHOOL BUILDS WITH EACH CHILD THE FOUNDATION FOR ACADEMIC, MORAL AND SOCIAL SUCCESS. A WILLIAMS SCHOOL STUDENT EMBODIES CONFIDENCE, INTEGRITY AND A LOVE OF LEARNING. 0 0 3443926 329685 2901426 THE WILLIAMS SCHOOL IS AN INDEPENDENT K-8 COEDUCATIONAL DAYSCHOOL. THE CHIEF PURPOSE OF THE SCHOOL IS TO PROMOTE LEARNING.THE WILLIAMS SCHOOL PLACES DEMANDS ON ITS STUDENTS WITH THE ENTIRESTAFF DOING ALL THEY CAN TO ENCOURAGE THE CHILD TO REALIZE HIS ORHER FULL ACADEMIC POTENTIAL. WE ARE PLEASED THAT WE ACHIEVE THISPURPOSE SO WELL AND STILL RETAIN A RELAXED AND FRIENDLYATMOSPHERE. WE OFFER A TRADITIONAL CURRICULUM WITH INNOVATIVEINSTRUCTION. THE WILLIAMS SCHOOL PROVIDES AN ACCELERATEDCURRICULUM THAT STRIVES TO MEET THE DEVELOPMENTAL NEEDS OFINDIVIDUAL CHILDREN. IN ADDITION, AT ALL GRADES WE STRIVE TOCONNECT CURRICULAR IDEAS BY IDENTIFYING OVERARCHING THEMES ANDCOORDINATING INSTRUCTION AMONG DIFFERENT AGE GROUPS. 3443926 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 68 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE OFFICERS 7576271383 419 COLONIAL AVENUE NORFOLK VA 23507 COLIN FINDLAY BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 JONATHAN GELLMAN BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 MICHELLE GARNETT BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 JOHN JACK LEWIS BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 BRANDON MATTHEWS BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 AMY SAMPSON BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 NICOLAS SCHUCK TREASURER 0.25 X X 0 0 0 LEE SLATER CO-CHAIR 0.25 X X 0 0 0 RICK WYATT VICE CHAIR 0.25 X 0 0 0 VENESSA AUGUST BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 BRIAN CASEY BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 LISA HOWARD BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 CATHY LEWIS CO-CHAIR 0.25 X X 0 0 0 CYNTHIA MALHOTRA BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 DELVIN PEEKS BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 MICHAEL ROSSI BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 BLYTHE SCOTT BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 ANTHONY WALTERS BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 HEATHER WOOD SECRETARY 0.25 X X 0 0 0 MARGARET MOORE HEAD OF SCHOOL 40.00 X 136185 0 0 136185 0 0 1 0 0 0 0 226847 226847 TUITION AND FEES 611710 2798078 2798078 EXTENDED DAY PROGRAM 611600 66691 66691 SUMMER CAMP 611600 40813 40813 TRANSPORTATION 611710 6403 6403 FOOD - NET 611710 -30260 -30260 19701 19701 2901426 60717 60717 817880 710990 106890 106890 106890 146323 34626 111697 111697 3407577 2901426 0 279304 329685 329685 136184 104862 25875 5447 2235449 1721296 424735 89418 157761 121476 29975 6310 171558 132100 32596 6862 2941 2941 39077 39077 7689 7689 11843 11843 38541 38541 7293 7293 210287 209447 631 209 48907 48711 147 49 REPAIR AND MAINTENANCE 250074 242572 7502 MISCELLANEOUS 137671 137396 275 EDUCATION AND EXTENDED 67490 67490 SCHOOL TRIP AND ACTIVIT 58378 58378 303968 224283 63317 16368 4214796 3443926 646207 124663 1036995 1013420 472641 296160 34250 2596 103823 108847 11504 23005 6132554 2822826 3471581 3309728 3346995 2489607 8477789 7243363 50195 92198 521731 745276 192709 764635 837474 X 3813130 3303440 3900024 3102449 7713154 6405889 8477789 7243363 -807219 -500046 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2811446 -290912 103000 2417534 2448567 459879 97000 2811446 2440014 104553 96000 2448567 2452058 134204 146248 2440014 2351569 50000 141489 91000 2452058 0 0 25000 25000 3534765 1888824 1645941 1501929 162709 1339220 847403 614504 232899 223457 156789 66668 3309728 X 2570157 -500046 -329685 -829731 3399888 7689 7689 3407577 3877422 0 3877422 7689 329685 337374 4214796 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME, IF ANY, RESULTING FROM UNRELATED BUSINESS TAXABLE INCOME. HOWEVER, THE SCHOOL IS REQUIRED TO FILE INCOME TAX RETURNS. TAX YEARS BEFORE 2016 ARE NO LONGER SUBJECT TO FEDERAL OR STATE INCOME TAX EXAMINATIONS. MANAGEMENT CONTINUALLY EVALUATES TAX POSITIONS REFLECTED IN THE SCHOOL'S TAX FILINGS AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -329,685. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 329,685. PART XI AND XII, LINE 4B - FINANCIAL AID FINANCIAL STATMENTS NET FINANCIAL AID WITH GROSS TUITION. FORM 990 REPORTS FINANCIAL AID ON PART IX STATEMENT OF FUNCTIONAL EXPENSES. PART V, LINE 4 - ENDOWMENT FUNDS THE SCHOOL'S ENDOWMENT CONSISTS OF ONE DONOR-RESTRICTED FUND HELD WITH THE SCHOOL FOR THE PURPOSE OF ATTRACTING OTHER DONORS WHO WISH TO SUPPORT TEACHERS' SALARIES IN PERPETUITY THROUGH GIFTS TO THE ENDOWMENT. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY THE POLICY IS PUBLICIZED IN VARIOUS LOCAL ADVERTISING MEDIA. AUCTION 143112 143112 34401 ART FUNDRAISER 1982 1982 2 1229 1229 225 146323 146323 34626 34626 111697 1 FINANCIAL AID 51 329685 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND DISTRIBUTED TO THE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES SIGNS A CONFLICT OF INTEREST POLICY EACH YEAR. THE EXECUTIVE COMMITTEE, AS A SUB-COMMITTEE OF THE BOARD, THEN MONITORS ANY CONFLICT OF INTEREST ISSUES IF THEY ARISE THROUGHOUT THE YEAR. IF THERE IS A POSSIBLE CONFLICT OF INTEREST FOUND, THE GOVERNANCE COMMITTEE OF THE BOARD INVESTIGATES THE ISSUE AND ULTIMATELY THE CHAIR OF THE BOARD REVIEWS THAT COMMITTEE'S RECOMMENDATION AS TO HOW TO PROCEED. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE OF THE BOARD, AFTER REVIEWING STATISTICAL DATA FROM BOTH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLS AND TIDEWATER REGION OF THE VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLS, RECOMMENDS A SALARY AND BENEFITS PACKAGE FOR THE HEAD OF SCHOOL TO THE BOARD OF TRUSTEES AND THAT IS VOTED ON WITHIN THE BUDGETARY PROCESS. ALL OTHER KEY OFFICERS OF THE SCHOOL ARE UNDER THE SUPERVISION OF THE HEAD OF SCHOOL WHO USES BOTH VIRGINIA ASSOCATION OF INDEPENDENT SCHOOLS DATA ALONG WITH MORE SPECIFIC TIDEWATER REGION INDEPENDENT SCHOOLS AS WELL AS LOCAL PUBLIC SCHOOL DISTRICTS AS A MARKER FOR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE SCHOOL COMMUNITY. THE SCHOOL COMMUNITY CAN ATTEND BOARD MEETINGS IF THEY WISH BUT MUST LEAVE DURING EXECUTIVE SESSION. WE MAKE OUR FINANCIAL STATEMENTS AVAILABLE THROUGH OUR ANNUAL REPORT.