2019-02-11T08:43:29-06:00 2018-06-30 061289571 MAHONEY SABOL & COMPANY LLP 180 GLASTONBURY BLVD STE 400 GLASTONBURY CT 060334439 990 2017-07-01 060646964 WILLIAMS MEMORIAL INSTITUTE WILL 182 MOHEGAN AVENUE NEW LONDON CT 06320 KATHLEEN TRAMMELL ASS'T HEAD OF SCHOOL 2019-02-07 true JAMES M MAHONEY CPA P00412069 8605412000 2019-02-07 151.181.48.26 2019-02-11 08:43:29 CS P C6C74AFF3F7C93DC1C984A1B03197D2ED26A61AF 7E09BF6E71D2F2FB6DBBBD8F855B41CD2820440E 2017 2019-02-21 02:37:17Z THE WILLIAMS SCHOOL KATHLEEN TRAMMELL 182 MOHEGAN AVENUE NEW LONDON CT 06320 8282768 false X WWW.WILLIAMSSCHOOL.ORG X 1891 CT THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO STUDENTS AT THE SECONDARY SCHOOL LEVEL 26 26 89 0 802575 858396 7136069 7379210 1007508 9056 25100 30083 8971252 8276745 1106016 1093532 0 4600465 4676312 0 301846 1909806 1933953 7616287 7703797 1354965 572948 19727399 20584421 6214490 5661507 13512909 14922914 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 6257907 1093532 7379210 WILLIAMS MEMORIAL INSTITUE'S PRIMARY PROGRAM SERVICE EDUCATION IS EDUCATION FOR APPROXIMATELY 235 STUDENTS FROM GRADES SIX THROUGH TWELVE 6257907 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 true false false false false false false false false true 20 0 89 true false false false false false false X 26 26 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 ANDREW KRESSLEY SECRETARY 3.00 X X 0 0 0 JOSEPH BONNER TREASURER 5.00 X X 0 0 0 GENEIEVE CERF 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 JOHN KRONHOLM 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 TERRY PARKINSON 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 CARL REISER TRUSTEE 2.00 X 0 0 0 ELIZABETH SANDRI TRUSTEE 3.00 X 0 0 0 KITTY STALSBURG TRUSTEE 2.00 X 0 0 0 CHRIS KNOWLTON TRUSTEE 2.00 X 0 0 0 JOANNE MOUKAWSHER EX-OFFICIO 3.00 X 0 0 0 BETHANY SEIDEL TRUSTEE 2.00 X 0 0 0 DWAYNE XENELIS TRUSTEE 3.00 X 0 0 0 MARK FADER HEAD OF SCHO 40.00 X 234100 0 104201 234100 104201 2 false true false MJ BUS COMPANY PO BOX 801 OLD SAYBROOK CT 06475 TRANSPORTATION 165720 1 858396 119340 858396 TUITION AND FEES 6985628 6985628 AUXILIARY SERVICES 393582 393582 7379210 6092 6092 30083 30083 30083 30083 5987 3000 6023 -36 3000 2964 2964 8276745 7412257 6092 1093532 1093532 497801 91585 406216 3202404 2748599 276106 177699 268412 223031 27611 17770 459709 397285 26070 36354 247986 195269 41624 11093 72096 72096 13000 13000 24890 24890 109466 107759 1707 60660 41228 11228 8204 76685 37650 39035 84341 75908 6747 1686 13736 6027 2496 5213 128076 115268 10246 2562 620564 558508 49645 12411 56429 50786 4514 1129 INSTRUCTIONAL 164927 163447 987 493 TRANSPORTATION 158438 158438 CAFETERIA 143423 134818 7171 1434 EQUIPMENT 76452 70922 4424 1106 130770 70716 37069 22985 7703797 6257907 1144044 301846 647304 240893 2472975 2817001 240810 99514 19115 11527 16280238 9041112 7509962 7239126 8769715 10118352 67518 58008 19727399 20584421 559276 585761 2026101 1753785 3438977 3248330 190136 73631 6214490 5661507 X 10693209 12001582 921373 919274 1898327 2002058 13512909 14922914 19727399 20584421 572948 837057 X false true X true false X 6344519 943502 510136 216617 7581540 4939012 934664 677456 206613 6344519 4479034 629179 30799 200000 4939012 4366288 133148 114596 135000 4479032 3729222 101165 670901 135000 4366288 0.62710 0.26410 0.10880 false false 1339666 1339666 11619817 6842942 4776875 1136493 915371 221122 2009903 1282799 727104 7064767 DEFERRED COMPENSATION 58008 SWAP AGREEMENT 15623 73631 9101088 837057 12176 849233 8251855 24890 24890 8276745 7691083 12176 12176 7678907 24890 24890 7703797 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS ARE USED FOR SCHOLARSHIPS, SALARIES AND OTHER OPERATING EXPENSES. 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 95 1093532 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 234100 23410 80791 338301 A STATE OF CONNECTICUT HEALTH AND 060806186 2013-08-13 4195000 REFUNDING OF SERIES A BONDS false false false A 195769 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 SCHEDULE K - ADDITIONAL INFORMATION STATE OF CONNECTICUT HEALTH AND COMPLETE ISSUE NAME: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY X 10 119340 false false false 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