2021-01-06T16:23:03-06:00 2020-06-30 061289571 MAHONEY SABOL & COMPANY LLP 180 GLASTONBURY BLVD STE 400 GLASTONBURY CT 060334439 990 2019-07-01 060646964 WILLIAMS MEMORIAL INSTITUTE WILL 182 MOHEGAN AVENUE NEW LONDON CT 06320 KATHLEEN TRAMMELL ASS'T HEAD OF SCHOOL 2021-01-04 true JAMES M MAHONEY CPA P00412069 8605412000 2021-01-04 2019 2022-09-23 18:48:47Z THE WILLIAMS SCHOOL KATHLEEN TRAMMELL 182 MOHEGAN AVENUE NEW LONDON CT 06320 9159866 false X WWW.WILLIAMSSCHOOL.ORG X 1891 CT THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO STUDENTS AT THE SECONDARY SCHOOL LEVEL 27 27 94 0 427911 745974 7413550 7447511 261695 617008 21096 10668 8124252 8821161 1249195 1321395 0 4486620 4590588 0 202130 2000559 1918858 7736374 7830841 387878 990320 21476495 23071748 5814004 6422715 15662491 16649033 TO FOSTER THE INTELLECTUAL, MORAL, AESTHETIC, AND PHYSICAL DEVELOPMENT OF YOUNG MEN AND WOMEN IN PREPARATION FOR COLLEGE, A LIFETIME OF LEARNING, AND ACTIVE PARTICIPATION IN A CHANGING SOCIETY false false 6412100 1321395 7447511 WILLIAMS MEMORIAL INSTITUE'S PRIMARY PROGRAM SERVICE EDUCATION IS EDUCATION FOR APPROXIMATELY 228 STUDENTS FROM GRADES SIX THROUGH TWELVE 6412100 true true false false false false false false false true true false false false true false true false true false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false true 11 0 94 true false false false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true true false X X KATHLEEN TRAMMELL 8604435333 182 MOHEGAN AVENUE NEW LONDON CT 06320 MARK FADER HEAD OF SCHO 40.00 X 264531 0 100295 KATHLEEN TRAMMELL ASS'T HEAD O 40.00 X 157708 0 17825 BRIAN BONNER VICE-PRESIDE 8.00 X X 0 0 0 AMY CELICO TRUSTEE 2.00 X 0 0 0 JOE DELAURENTIS TRUSTEE 2.00 X 0 0 0 PATRICK DOHERTY 2ND VICE PRE 8.00 X X 0 0 0 ELENA BONESKI DOLAN EX-OFFICIO 2.00 X 0 0 0 MARC EKSTRAND TRUSTEE 2.00 X 0 0 0 KIM FOLTS TRUSTEE 2.00 X 0 0 0 BRUCE GOLDSTEIN 2ND VICE PRE 8.00 X X 0 0 0 SYLVIA GUINAN TRUSTEE 2.00 X 0 0 0 PARK HERSANT TRUSTEE 2.00 X 0 0 0 LEE HISLE TRUSTEE 2.00 X 0 0 0 ANDREW JARRETT TRUSTEE 2.00 X 0 0 0 ROBERT KAPLAN TRUSTEE 2.00 X 0 0 0 JARED KLEE TRUSTEE 2.00 X 0 0 0 CHRIS KNOWLTON TRUSTEE 2.00 X 0 0 0 ANDREW KRESSLEY 2ND VICE PRE 8.00 X X 0 0 0 PATTY LUXTON TRUSTEE 2.00 X 0 0 0 JOSEPH MADAUS TRUSTEE 2.00 X 0 0 0 CHRIS MARCHESI TRUSTEE 2.00 X 0 0 0 SCOTT MATTOON TRUSTEE 2.00 X 0 0 0 NATALIE MORRIS TREASURER 5.00 X X 0 0 0 VICTORIA REYES TRUSTEE 2.00 X 0 0 0 ELIZABETH SANDRI PRESIDENT 10.00 X X 0 0 0 BETHANY SEIDEL TRUSTEE 2.00 X 0 0 0 DEAN TAYLOR TRUSTEE 2.00 X 0 0 0 AMY VAN DER VELDE TRUSTEE 2.00 X 0 0 0 DWAYNE XENELIS SECRETARY 3.00 X X 0 0 0 422239 118120 2 false true false 745974 745974 TUITION AND FEES 7134891 7134891 AUXILIARY SERVICES 312620 312620 7447511 259611 259611 10668 10668 10668 10668 696102 338705 357397 357397 357397 8821161 7458179 617008 1321395 1321395 519570 103914 415656 3213022 2780933 322089 110000 231518 188309 32209 11000 381792 352944 19925 8923 244686 193888 43341 7457 8533 8533 14000 14000 21056 21056 31993 31993 165175 156720 8455 79169 50516 19471 9182 75110 29243 45867 70851 63766 5668 1417 8267 4440 961 2866 164654 148189 13172 3293 676939 609245 54155 13539 63637 57273 5091 1273 INSTRUCTIONAL 127881 127881 CAFETERIA 116682 109681 5834 1167 TRANSPORTATION 115255 115255 OTHER 96147 94832 877 438 83509 39340 21049 23120 7830841 6412100 1216611 202130 830645 1217121 2536115 4128844 29070 13954 34686 22970 16755327 10139840 7056505 6615487 10929987 10879102 59487 194270 21476495 23071748 542158 581174 2065156 1885697 3050620 3087589 156070 868255 5814004 6422715 X 12633558 13472702 3028933 3176331 15662491 16649033 21476495 23071748 X 990320 -3778 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8312411 98828 495750 727410 8179579 7581540 454224 501076 224429 8312411 6344519 943502 510136 216617 7581540 4939012 934664 677456 206613 6344519 4479034 629179 30799 200000 4939012 0.61540 0.25850 0.12610 false false 1339666 1339666 11988583 7751517 4237066 1208886 951811 257075 2218192 1436512 781680 6615487 PPP LOAN 806100 DEFERRED COMPENSATION 62155 868255 7474932 -3778 -3778 7478710 21056 1321395 1342451 8821161 6488390 6488390 21056 1321395 1342451 7830841 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS, SALARIES AND OTHER OPERATING EXPENSES. SCHEDULE D, PAGE 4, PART XI, LINE 4B SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS 1,321,395 SCHEDULE D, PAGE 4, PART XII, LINE 4B SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS 1,321,395 true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 INCLUDED IN ALL ADMISSIONS ADVERTISING, PUBLISHING IN LOCAL NEWSPAPERS true FINANCIAL AID 105 1321395 FAIR VALUE TUITION DISC. SCHEDULE I, PAGE 1, PART I, LINE 2 WILLIAMS USES SCHOOL AND STUDENT SERVICES (SSS) TO PROCESS FINANCIAL AID APPLICATIONS. SSS IS A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) BASED ON THE FINANCIAL INFORMATION PROVIDED. SSS PROVIDES THE SCHOOL WITH AN ESTIMATED AMOUNT EACH FAMILY CAN CONTRIBUTE TO EDUCATIONAL EXPENSES. THE BOARD OF TRUSTEES APPROVES THE TOTAL AMOUNT OF FINANCIAL AID TO BE AWARDED AND THE FINANCIAL AID COMMITTEE DISTRIBUTES THE AWARDS TO THE FAMILILES. X true true X X X X false false false false false false false false false MARK FADER HEAD OF SCHOOL 264531 16985 83310 364826 KATHLEEN TRAMMELL ASS'T HEAD OF SCHOOL 157708 17825 175533 A STATE OF CONNECTICUT HEALTH AND 060806186 2013-08-13 4195000 REFUNDING OF SERIES A BONDS false false false A 258 4195000 83900 4111100 true false true true A false false false false false false false A false false false false true true RBS CITIZENS NA 10.000000000000 false false false false true A false PURPOSE OF ISSUE DESCRIPTION STATE OF CONNECTICUT HEALTH AND REFUNDING OF SERIES A BONDS FORM 990, PAGE 1, ITEM C THE WILLIAMS SCHOOL FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW AND QUESTIONS PRIOR TO FINALIZATION AND FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUAL CERTIFICATES OF ACKNOWLEDGEMENT ARE REQUIRED FROM OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO IDENTIFY POTENTIAL CONFLICT OF INTEREST. IN ADDITION, THE BUSINESS OFFICE MONITORS THE USAGE OF VENDORS AND CONTRACTORS TO ENSURE INDEPENDENCE FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY A REVIEW OF PEER SCHOOL SALARIES. THIS INFORMATION IS OBTAINED FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AS WELL AS CARNEY SANDOE, A LEADING SEARCH FIRM SPECIALIZING IN EDUCATION. IN ADDITION, THE 990 FORMS OF PEER SCHOOLS ARE REVIEWED. THE INFORMATION IS PRESENTED TO, AND APPROVED BY, THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR THE ASSISTANT HEAD OF SCHOOL FOR FINANCE AND OPERATIONS IS DETERMINED BY THE HEAD OF SCHOOL THROUGH BENCHMARKING STATISTICS PROVIDED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). IN ADDITION, PEER SCHOOL SALARIES ARE OBTAINED AND REVIEWED. THE INFORMATION IS PRESENTED TO, AND APPROVED BY, THE BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9 SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS -1,321,395 SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS 1,321,395