2020-02-10T12:05:33-06:00 2019-06-30 061289571 MAHONEY SABOL & COMPANY LLP 180 GLASTONBURY BLVD STE 400 GLASTONBURY CT 060334439 990 2018-07-01 060646964 WILLIAMS MEMORIAL INSTITUTE WILL 182 MOHEGAN AVENUE NEW LONDON CT 06320 KATHLEEN TRAMMELL ASS'T HEAD OF SCHOOL 2020-02-03 true JAMES M MAHONEY CPA P00412069 8605412000 2020-02-03 151.181.48.26 2020-02-10 12:05:33 CS P D0ED293EADD95902F80C3EEE890D28B6D9AF4108 D0ED293EADD95902F80C3EEE890D28B6D9AF4108 2018 2020-11-19 02:30:22Z THE WILLIAMS SCHOOL KATHLEEN TRAMMELL 182 MOHEGAN AVENUE NEW LONDON CT 06320 8138158 false X WWW.WILLIAMSSCHOOL.ORG X 1891 CT THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO STUDENTS AT THE SECONDARY SCHOOL LEVEL 27 27 89 0 870572 427911 7379210 7413550 9056 261695 30083 21096 8288921 8124252 1093532 1249195 0 4676312 4486620 0 174336 1946129 2000559 7715973 7736374 572948 387878 20584421 21476495 5661507 5814004 14922914 15662491 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 6386402 1249195 7413550 WILLIAMS MEMORIAL INSTITUE'S PRIMARY PROGRAM SERVICE EDUCATION IS EDUCATION FOR APPROXIMATELY 235 STUDENTS FROM GRADES SIX THROUGH TWELVE 6386402 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 15 0 89 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 BRUCE GOLDSTEIN PRESIDENT 10.00 X X 0 0 0 NATALIE MORRIS VICE-PRESIDE 8.00 X X 0 0 0 JOSEPH BONNER TREASURER 5.00 X X 0 0 0 ANDREW KRESSLEY SECRETARY 3.00 X X 0 0 0 MARC EKSTRAND TRUSTEE 2.00 X 0 0 0 STEVEN DAREN TRUSTEE 2.00 X 0 0 0 PATRICK DOHERTY TRUSTEE 3.00 X 0 0 0 ELENA BONESKI DOLAN EX-OFFICIO 3.00 X 0 0 0 PARK HERSANT TRUSTEE 2.00 X 0 0 0 LEE HISLE TRUSTEE 2.00 X 0 0 0 MARY ELLEN JUKOSKI TRUSTEE 2.00 X 0 0 0 ANDREW JARRETT TRUSTEE 2.00 X 0 0 0 JOSEPH MADAUS TRUSTEE 2.00 X 0 0 0 RON MENEO TRUSTEE 2.00 X 0 0 0 PATTY LUXTON TRUSTEE 2.00 X 0 0 0 JARED KLEE TRUSTEE 2.00 X 0 0 0 SYLVIA GUINAN TRUSTEE 2.00 X 0 0 0 DEAN TAYLOR TRUSTEE 2.00 X 0 0 0 VICTORIA REYES TRUSTEE 2.00 X 0 0 0 ELIZABETH SANDRI TRUSTEE 3.00 X 0 0 0 CHRIS MARCHESI TRUSTEE 2.00 X 0 0 0 CHRIS KNOWLTON TRUSTEE 2.00 X 0 0 0 BETHANY SEIDEL TRUSTEE 2.00 X 0 0 0 DWAYNE XENELIS TRUSTEE 3.00 X 0 0 0 AMY CELICO TRUSTEE 2.00 X 0 0 0 JOE DELAURENTIS TRUSTEE 2.00 X 0 0 0 KIM FOLTS TRUSTEE 2.00 X 0 0 0 MARK FADER HEAD OF SCHO 40.00 X 238800 0 105710 KATHLEEN TRAMMELL ASS'T HEAD O 2.00 X 150000 0 15000 388800 120710 2 false true false MJ BUS COMPANY PO BOX 801 OLD SAYBROOK CT 06475 TRANSPORTATION 174683 1 427911 13384 427911 TUITION AND FEES 7016493 7016493 AUXILIARY SERVICES 397057 397057 7413550 259057 259057 21096 21096 21096 21096 13544 3000 13906 -362 3000 2638 3000 -362 8124252 7437646 258695 1249195 1249195 509510 101902 407608 3062730 2689463 279017 94250 242130 196800 27560 17770 437462 404222 24225 9015 234788 188376 40020 6392 16023 16023 28500 28500 20157 20157 120296 118025 2271 71597 46358 18574 6665 72444 20322 52122 106210 95589 8497 2124 10154 6988 2051 1115 120357 108321 9629 2407 645747 581172 51660 12915 52799 47519 4224 1056 INSTRUCTIONAL 182353 180802 1034 517 TRANSPORTATION 164404 164404 CAFETERIA 161532 151840 8077 1615 EQUIPMENT 68839 63837 4002 1000 159147 69135 74788 15224 7736374 6386402 1175636 174336 240893 830645 2817001 2536115 99514 29070 11527 34686 16544965 9488460 7239126 7056505 10118352 10929987 58008 59487 20584421 21476495 585761 542158 1753785 2065156 3248330 3050620 73631 156070 5661507 5814004 X 12001582 12633558 919274 976620 2002058 2052313 14922914 15662491 20584421 21476495 X 387878 354699 -3000 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7581540 454224 501076 224429 8312411 6344519 943502 510136 216617 7581540 4939012 934664 677456 206613 6344519 4479034 629179 30799 200000 4939012 4366288 133148 114596 135000 4479032 0.64110 0.24690 0.11200 false false 1339666 1339666 11926363 7287865 4638498 1190934 880187 310747 2088002 1320408 767594 7056505 SWAP AGREEMENT 96583 DEFERRED COMPENSATION 59487 156070 7206599 354699 354699 6851900 20157 1252195 1272352 8124252 6467022 6467022 20157 1249195 1269352 7736374 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 1,249,195 LIKE-KIND EXCHANGE 3,000 SCHEDULE D, PAGE 4, PART XII, LINE 4B SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS 1,249,195 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 97 1249195 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 238800 23880 81830 344510 KATHLEEN TRAMMELL ASS'T HEAD OF SCHOOL 150000 15000 165000 A STATE OF CONNECTICUT HEALTH AND 060806186 2013-08-13 4195000 REFUNDING OF SERIES A BONDS false false false A 202831 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 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 -1,249,195 LIKE-KIND EXCHANGE -3,000 SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS 1,249,195 TOTAL -3,000