WILLIAMS MEMORIAL INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS MEMORIAL INSTITUTE (EIN 06-0646964)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-23
- IRS object ID
- 202611139349301326
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-23T15:14:42-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS MEMORIAL INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8604435333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 MOHEGAN AVENUE | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK FADER | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 8604435333 | PhoneNum |
| Signature | 2026-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN TOSCANO | PreparerPersonNm |
| PTIN | P00358542 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2026-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAMS SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK FADER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 MOHEGAN AVENUE | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,992,441 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILLIAMSSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1891 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO STUDENTS AT THE SECONDARY SCHOOL LEVEL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,340,859 | PYContributionsGrantsAmt |
| CY Contributions Grants | $861,359 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,667,846 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,258,032 | CYProgramServiceRevenueAmt |
| PY Investment Income | $397,406 | PYInvestmentIncomeAmt |
| CY Investment Income | $808,168 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,287 | PYOtherRevenueAmt |
| CY Other Revenue | $25,319 | CYOtherRevenueAmt |
| PY Total Revenue | $8,414,398 | PYTotalRevenueAmt |
| CY Total Revenue | $8,952,878 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,476,824 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,622,320 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,417,804 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,028,827 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $256,279 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,259,018 | PYOtherExpensesAmt |
| CY Other Expenses | $2,302,906 | CYOtherExpensesAmt |
| PY Total Expenses | $8,153,646 | PYTotalExpensesAmt |
| CY Total Expenses | $8,954,053 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $260,752 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,520,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,612,215 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,071,054 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,969,803 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,449,830 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,642,412 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FOSTER THE INTELLECTUAL, MORAL, CREATIVE, AND PHYSICAL DEVELOPMENT OF STUDENTS IN PREPARATION FOR COLLEGE, LIFELONG LEARNING, AND ACTIVE PARTICIPATION IN AN EVOLVING WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,129,612 | ExpenseAmt |
| Grant | $1,622,320 | GrantAmt |
| Revenue | $7,258,032 | RevenueAmt |
| Desc | WILLIAMS MEMORIAL INSTITUTE'S PRIMARY PROGRAM SERVICE IS PROVIDING EDUCATION FOR APPROXIMATELY 191 STUDENTS FROM GRADES SIX THROUGH TWELVE. | Desc |
| Total Program Service Expenses | $7,129,612 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 68 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDA GIMPEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604435333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 MOHEGAN AVENUE | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| MARK FADER | ||||||||
| HEAD OF SCHOOL | 40.00 | 0.00 | Yes (X) | $348,287 | $0 | $84,352 | ||
| FREDA GIMPEL | ||||||||
| CHIEF FINANCIAL OFFICER | 32.00 | 0.00 | Yes (X) | $77,965 | $0 | $7,796 | ||
| SHARON GAUDREAU | ||||||||
| ASST. HEAD OF SCHOOL FOR ENROLLMENT | 40.00 | 0.00 | $130,617 | $0 | $31,127 | Yes (X) | ||
| JANE HANNON | ||||||||
| ASST. HEAD OF SCHOOL FOR TEACHING/LEARNING | 40.00 | 0.00 | $123,890 | $0 | $31,593 | Yes (X) | ||
| MICHAEL ALAN LAWTON | ||||||||
| DIRECTOR OF FACILITES | 40.00 | 0.00 | $124,656 | $0 | $26,585 | Yes (X) | ||
| DANA CLARK | ||||||||
| DIRECTOR OF COLLEGE COUNSELING | 40.00 | 0.00 | $102,425 | $0 | $9,738 | Yes (X) | ||
| DWAYNE XENELIS | ||||||||
| PRESIDENT | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT KAPLAN | ||||||||
| VICE PRESIDENT | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PATRICIA LUXTON | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JARED KLEE | ||||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRIAN BONNER | ||||||||
| TRUSTEE | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RODNEY BUTLER | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOE DELAURENTIS | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| AMY DOOLING | ||||||||
| TRUSTEE UNTIL 1/25 | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN DOWLING | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ASIM EJAZ | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MATT GARDZINA | ||||||||
| TRUSTEE AS OF 1/25 | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KATIE GINGRAS | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BRUCE GOLDSTEIN | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BRUCE HARVEY | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY ELLEN JUKOSKI | ||||||||
| TRUSTEE | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RUSSELL LEARNED | ||||||||
| TRUSTEE UNTIL 2/25 | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JON MARSTON | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW MCKILLOP | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ADAM MILNE | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BEN NEWTON | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| TYLER POTTS | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CLINT REID | ||||||||
| TRUSTEE | 4.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| COLLEEN REARDON SHAY | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIC SABETTA | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| KELLY SIMPSON-ANGELINI | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| HUNTER TURA | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| AMY VAN DER VELDE | ||||||||
| TRUSTEE | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $907,840 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $191,191 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VACO LLC | |||||
| PO BOX 667 | BRENTWOOD | TN | 37024 | TEMPORARY STAFFING SERVICES | $161,946 |
| M&J BUS | |||||
| PO BOX 801 | OLD SAYBROOK | CT | 06475 | STUDENT TRANSPORTATION | $144,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $306,031 | GovernmentGrantsAmt |
| All Other Contributions | $555,328 | AllOtherContributionsAmt |
| Noncash Contributions | $7,224 | NoncashContributionsAmt |
| Total Contributions | $861,359 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $6,922,633 | $6,922,633 |
| AUXILIARY SERVICES | 611110 | $335,399 | $335,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,258,032 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $808,168 | TotalRevenueColumnAmt |
| Exclusion | $808,168 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $49,688 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,563 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,125 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,125 | TotalRevenueColumnAmt |
| Exclusion | $10,125 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,194 | TotalRevenueColumnAmt |
| Exclusion | $15,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,194 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,952,878 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,258,032 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $833,487 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,622,320 | TotalAmt |
| Program Services | $1,622,320 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,835 | TotalAmt |
| Program Services | $119,747 | ProgramServicesAmt |
| Management And General | $381,342 | ManagementAndGeneralAmt |
| Fundraising | $119,746 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,528,015 | TotalAmt |
| Program Services | $2,945,588 | ProgramServicesAmt |
| Management And General | $523,432 | ManagementAndGeneralAmt |
| Fundraising | $58,995 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,709 | TotalAmt |
| Program Services | $255,139 | ProgramServicesAmt |
| Management And General | $50,890 | ManagementAndGeneralAmt |
| Fundraising | $9,680 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,968 | TotalAmt |
| Program Services | $243,520 | ProgramServicesAmt |
| Management And General | $45,448 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,300 | TotalAmt |
| Program Services | $206,409 | ProgramServicesAmt |
| Management And General | $57,979 | ManagementAndGeneralAmt |
| Fundraising | $10,912 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,157 | TotalAmt |
| Management And General | $17,157 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,223 | TotalAmt |
| Management And General | $39,223 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,586 | TotalAmt |
| Management And General | $47,586 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,577 | TotalAmt |
| Management And General | $45,577 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,782 | TotalAmt |
| Management And General | $119,757 | ManagementAndGeneralAmt |
| Fundraising | $5,025 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,808 | TotalAmt |
| Program Services | $60,042 | ProgramServicesAmt |
| Management And General | $24,715 | ManagementAndGeneralAmt |
| Fundraising | $3,051 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,242 | TotalAmt |
| Program Services | $46,787 | ProgramServicesAmt |
| Management And General | $21,455 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,300 | TotalAmt |
| Program Services | $118,689 | ProgramServicesAmt |
| Management And General | $12,489 | ManagementAndGeneralAmt |
| Fundraising | $3,122 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,050 | TotalAmt |
| Management And General | $49,050 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,553 | TotalAmt |
| Program Services | $691,925 | ProgramServicesAmt |
| Management And General | $62,902 | ManagementAndGeneralAmt |
| Fundraising | $15,726 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,141 | TotalAmt |
| Program Services | $89,025 | ProgramServicesAmt |
| Management And General | $8,093 | ManagementAndGeneralAmt |
| Fundraising | $2,023 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INSTRUCTIONAL EXPENSES | $298,925 | $298,925 | ||
| TRANSPORTATION | $143,604 | $143,604 | ||
| CAFETERIA | $140,741 | $132,297 | $7,037 | $1,407 |
| EQUIPMENT | $95,085 | $88,273 | $5,450 | $1,362 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,132 | TotalAmt |
| Program Services | $67,322 | ProgramServicesAmt |
| Management And General | $48,580 | ManagementAndGeneralAmt |
| Fundraising | $25,230 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,954,053 | TotalAmt |
| Program Services | $7,129,612 | ProgramServicesAmt |
| Management And General | $1,568,162 | ManagementAndGeneralAmt |
| Fundraising | $256,279 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,145 | BOYAmt |
| EOY | $491,293 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,908 | BOYAmt |
| EOY | $1,533,795 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,756,311 | BOYAmt |
| EOY | $3,730,392 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,580 | BOYAmt |
| EOY | $25,275 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,536 | BOYAmt |
| EOY | $56,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,426,846 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,484,054 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,262,938 | BOYAmt |
| EOY | $6,942,792 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,837,334 | BOYAmt |
| EOY | $17,679,913 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,132 | BOYAmt |
| EOY | $151,990 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,520,884 | BOYAmt |
| EOY | $30,612,215 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,385 | BOYAmt |
| EOY | $741,763 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,367,375 | BOYAmt |
| EOY | $5,332,624 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,067,162 | BOYAmt |
| EOY | $1,796,313 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,132 | BOYAmt |
| EOY | $99,103 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,071,054 | BOYAmt |
| EOY | $7,969,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,318,147 | BOYAmt |
| EOY | $18,442,770 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,131,683 | BOYAmt |
| EOY | $4,199,642 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,449,830 | BOYAmt |
| EOY | $22,642,412 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,520,884 | BOYAmt |
| EOY | $30,612,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,175 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,193,757 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,837,530 | BeginningYearBalanceAmt |
| Contributions | $399,999 | ContributionsAmt |
| Investment Earnings Or Losses | $1,842,390 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $400,000 | OtherExpendituresAmt |
| End Year Balance | $17,679,919 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,521,697 | BeginningYearBalanceAmt |
| Contributions | $376,049 | ContributionsAmt |
| Investment Earnings Or Losses | $5,314,784 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $375,000 | OtherExpendituresAmt |
| End Year Balance | $15,837,530 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,536,420 | BeginningYearBalanceAmt |
| Contributions | $408,949 | ContributionsAmt |
| Investment Earnings Or Losses | $986,328 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $410,000 | OtherExpendituresAmt |
| End Year Balance | $10,521,697 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,602,954 | BeginningYearBalanceAmt |
| Contributions | $476,462 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,282,996 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $260,000 | OtherExpendituresAmt |
| End Year Balance | $9,536,420 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,179,579 | BeginningYearBalanceAmt |
| Contributions | $664,595 | ContributionsAmt |
| Investment Earnings Or Losses | $2,111,506 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $352,726 | OtherExpendituresAmt |
| End Year Balance | $10,602,954 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85436 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14564 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,424,666 | OtherCostOrOtherBasisAmt |
| Book Value | $1,424,666 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,113,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,042,212 | DepreciationAmt |
| Book Value | $4,070,883 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,184,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,106,748 | DepreciationAmt |
| Book Value | $77,958 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,704,379 | OtherCostOrOtherBasisAmt |
| Depreciation | $335,094 | DepreciationAmt |
| Book Value | $1,369,285 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,942,792 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $99,103 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $99,103 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,516,292 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,193,757 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,582,757 | OtherRevenueAmt |
| Revenue Not Reported | -$389,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,905,292 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,586 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $47,586 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,952,878 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,323,710 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $39,563 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $39,563 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,284,147 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,586 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,622,320 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,669,906 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,954,053 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | N/A |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 39,563. FINANCIAL AID -1,622,320. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 39,563. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,622,320. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | INCLUDED IN ALL ADMISSIONS ADVERTISING AND ON THE SCHOOL'S WEBSITE HOMEPAGE. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL APPLIED FOR AND RECEIVED FUNDING FROM THE EMPLOYEE RETENTION TAX CREDIT (ERC) UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT. DURING THE YEAR ENDED JUNE 30, 2025, THE SCHOOL RECOGNIZED INCOME UNDER THIS PROGRAM TOTALING $306,031. THE SCHOOL DOES NOT OTHERWISE RECEIVE FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 123 | RecipientCnt |
| Non Cash Assistance | $1,622,320 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION DISCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WILLIAMS UTILIZES CLARITY TO PROCESS FINANCIAL AID APPLICATIONS. CLARITY 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 FAMILIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK FADER | ||||||||||||||
| HEAD OF SCHOOL | $263,730 | $0 | $44,807 | $0 | $39,750 | $0 | $27,486 | $0 | $56,866 | $0 | $432,639 | $0 | $0 | $0 |
| SHARON GAUDREAU | ||||||||||||||
| ASST. HEAD OF SCHOOL FOR ENROLLMENT | $123,212 | $0 | $6,849 | $0 | $556 | $0 | $13,120 | $0 | $18,007 | $0 | $161,744 | $0 | $0 | $0 |
| JANE HANNON | ||||||||||||||
| ASST. HEAD OF SCHOOL FOR TEACHING/LE | $115,179 | $0 | $6,849 | $0 | $1,862 | $0 | $12,300 | $0 | $19,293 | $0 | $155,483 | $0 | $0 | $0 |
| MICHAEL ALAN LAWTON | ||||||||||||||
| DIRECTOR OF FACILITES | $124,656 | $0 | $0 | $0 | $0 | $0 | $12,813 | $0 | $13,772 | $0 | $151,241 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE HEAD OF SCHOOL'S COMPENSATION INCLUDES A HOUSING ALLOWANCE, SOCIAL CLUB DUES, AND A GROSS UP FOR HIS BONUS. THESE AMOUNTS ARE INCLUDED AS TAXABLE COMPENSATION IN COLUMNS (II) AND (III), AS APPROPRIATE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $35,000 | CashGrantAmt |
| Type Of Assistance | NEEDS-BASED FINANCIAL AID AND MERIT AWARDS | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL ASSISTANCE | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BONNER ELECTRIC | |||
| TRUSTEE'S BUSINESS | $109,193 | ELECTRICAL SERVICES | 0 |
| XENELIS CONSTRUCTION | |||
| TRUSTEE'S BUSINESS | $206,625 | CONSTRUCTION SERVICES | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL HAVE THE POWERS OF THE BOARD OF TRUSTEES IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE MAY ACT, ON BEHALF OF THE BOARD OF TRUSTEES, ON ALL MATTERS EXCEPT ANY MATTER THAT EITHER: (A) IN THE OPINION OF THE EXECUTIVE COMMITTEE SHOULD AWAIT THE NEXT MEETING OF THE BOARD OF TRUSTEES; OR (B) CONSTITUTES A FUNDAMENTAL MATTER. ALL ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE DEEMED THE ACTION OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SHALL, WITHIN THREE (3) DAYS OF TAKING ANY ACTION DEEMED TO BE THE ACTION OF THE BOARD OF TRUSTEES, NOTIFY THE MEMBERS OF THE BOARD OF TRUSTEES OF SUCH ACTION. IN ADDITION, AT EACH MEETING OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL REPORT ACTION TAKEN BY IT, IF ANY, SINCE THE PREVIOUS MEETING OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW AND QUESTIONS PRIOR TO FINALIZATION AND FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CERTIFICATIONS OF ACKNOWLEDGEMENT ARE REQUIRED FROM OFFICERS, TRUSTEES, AND KEY EMPLOYEES TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, THE BUSINESS OFFICE MONITORS THE USAGE OF VENDORS AND CONTRACTORS TO ENSURE INDEPENDENCE. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE PRESIDENT OF THE BOARD SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER THE SCHOOL CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE SCHOOL'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. |
| FORM 990, PART VI, SECTION B, 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 (NAIS). IN ADDITION, THE 990 FORMS OF PEER SCHOOLS ARE REVIEWED. THE INFORMATION IS PRESENTED TO, AND APPROVED BY, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION FOR THE CHIEF FINANCIAL OFFICER IS DETERMINED BY THE HEAD OF SCHOOL THROUGH BENCHMARKING STATISTICS PROVIDED BY NAIS. IN ADDITION, PEER SCHOOL SALARIES ARE OBTAINED FOR COMPARISON PURPOSES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES IS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE FILING YEAR. |
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