2018-01-16T15:41:32-05:00 2017-06-30 061289571 MAHONEY SABOL & COMPANY LLP 180 GLASTONBURY BLVD STE 400 GLASTONBURY CT 060334439 990 2016-07-01 060646964 WILLIAMS MEMORIAL INSTITUTE WILL 182 MOHEGAN AVENUE NEW LONDON CT 06320 KATHLEEN TRAMMELL ASS'T HEAD OF SCHOOL 2018-01-16 true JAMES M MAHONEY CPA P00412069 8605412000 2018-01-16 E6150E4000E06E630DFCE47F942BDC91581BCB26 D0ED293EADD95902F80C3EEE890D28B6D9AF4108 2016 2021-01-29 14:40:06Z THE WILLIAMS SCHOOL KATHLEEN TRAMMELL 182 MOHEGAN AVENUE NEW LONDON CT 06320 9201902 false X WWW.WILLIAMSSCHOOL.ORG X 1891 CT THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO STUDENTS AT THE SECONDARY SCHOOL LEVEL 27 27 90 0 913364 802575 6984520 7136069 71088 1007508 27275 25100 7996247 8971252 1159049 1106016 0 4393628 4600465 0 306216 1980145 1909806 7532822 7616287 463425 1354965 18043337 19727399 6049324 6214490 11994013 13512909 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 6138404 1106016 7136069 WILLIAMS MEMORIAL INSTITUE'S PRIMARY PROGRAM SERVICE EDUCATION IS EDUCATION FOR APPROXIMATELY 235 STUDENTS FROM GRADES SIX THROUGH TWELVE 6138404 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 20 0 90 true 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 ANDREW KRESSLEY SECRETARY 3.00 X X 0 0 0 BRIAN 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 ANDREW JARRETT 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 JOHN PAGNOZZI TRUSTEE 2.00 X 0 0 0 TERRY PARKINSON TRUSTEE 2.00 X 0 0 0 STEVEN POWELL 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 WILLIAM VERHOEFF TRUSTEE 2.00 X 0 0 0 JOHN BRODZINSKI 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 10.00 X 232613 0 72043 KATHLEEN TRAMMELL ASS'T HEAD O 3.00 X 137376 0 14013 369989 86056 2 false true false MJ BUS COMPANY PO BOX 801 OLD SAYBROOK CT 06475 TRANSPORTATION 170974 1 802575 802575 TUITION AND FEES 6792739 6792739 AUXILIARY SERVICES 343330 343330 7136069 4526 4526 25100 25100 25100 25100 1233632 230650 1002982 1002982 1002982 8971252 8164151 4526 1106016 1106016 487410 89782 397628 3166744 2688393 313351 165000 257756 209921 31335 16500 449148 371340 25203 52605 239407 186690 41624 11093 42246 42246 18500 18500 21734 21734 118797 114508 4289 68616 44589 13990 10037 62169 16592 45577 95305 85775 7624 1906 13855 4806 3494 5555 135281 121753 10822 2706 634931 571438 50794 12699 51836 46652 4147 1037 INSTRUCTIONAL 179422 177781 1094 547 TRANSPORTATION 157413 157413 CAFETERIA 138045 129763 6902 1380 REPAIRS AND MAINTENANCE 60941 57024 3134 783 110715 50942 39694 20079 7616287 6138404 1171667 306216 333749 647304 2443060 2472975 219853 240810 4728 19115 15930509 8420547 7963706 7509962 7018558 8769715 59683 67518 18043337 19727399 515557 559276 1564755 2026101 3622780 3438977 346232 190136 6049324 6214490 X 9621647 10693209 704924 921373 1667442 1898327 11994013 13512909 18043337 19727399 1354965 163931 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4939012 934664 677456 206613 6344519 4479034 629179 30799 200000 4939012 4366288 133148 114596 135000 4479032 3729222 101165 670901 135000 4366288 3412935 19340 431947 135000 3729222 0.59060 0.29920 0.11020 false false 1339666 1339666 11453783 6395429 5058354 1037370 832533 204837 2099690 1192585 907105 7509962 SWAP AGREEMENT 122618 DEFERRED COMPENSATION 67518 190136 9119449 163931 6000 169931 8949518 21734 21734 8971252 7600553 6000 6000 7594553 21734 21734 7616287 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 1106016 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 232613 48831 23212 304656 KATHLEEN TRAMMELL ASS'T HEAD OF SCHOOL 137376 13750 263 151389 A STATE OF CONNECTICUT HEALTH AND 060806186 2013-08-13 4195000 REFUNDING OF SERIES A BONDS false false false A 188924 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 ISSUER NAME: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 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