2024-05-07T13:56:27-04:00 2023-06-30 061289571 MAHONEY SABOL & COMPANY LLP 180 GLASTONBURY BLVD STE 400 GLASTONBURY CT 060334439 990 2022-07-01 060646964 WILLIAMS MEMORIAL INSTITUTE WILL 182 MOHEGAN AVENUE NEW LONDON CT 06320 MARK FADER HEAD OF SCHOOL 2024-05-05 true MARK FADER 999009999 false KEVIN M HARRIS CPA P01424116 8605412000 2024-05-05 2022 2023-04-26 12:10:37Z THE WILLIAMS SCHOOL MARK FADER 8034664 false X WWW.WILLIAMSSCHOOL.ORG X 1891 CT THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO STUDENTS AT THE SECONDARY SCHOOL LEVEL 27 27 75 0 870860 802240 6210387 6005751 133337 163220 26909 88549 7241493 7059760 1383838 1336192 0 4239635 4097801 0 164250 2068144 2113913 7691617 7547906 -450124 -488146 22573085 23629845 4112348 4363637 18460737 19266208 TO FOSTER THE INTELLECTUAL, MORAL, CREATIVE, AND PHYSICAL DEVELOPMENT OF STUDENTS IN PREPARATION FOR COLLEGE, LIFELONG LEARNING, AND ACTIVE PARTICIPATION IN AN EVOLVING WORLD. false false 6105382 1336192 6005751 WILLIAMS MEMORIAL INSTITUE'S PRIMARY PROGRAM SERVICE EDUCATION IS EDUCATION FOR APPROXIMATELY 181 STUDENTS FROM GRADES SIX THROUGH TWELVE. 6105382 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 false false false false true false false false false false false false false false false false false true 12 0 75 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 KATHLEEN TRAMMELL 8604435333 182 MOHEGAN AVENUE NEW LONDON CT 06320 MARK FADER HEAD OF SCHO 40.00 X 313768 0 0 KATHLEEN TRAMMELL ASS'T HEAD O 40.00 X 166848 0 0 RODNEY BUTLER TRUSTEE 2.00 X 0 0 0 PATRICK DOHERTY TRUSTEE 2.00 X 0 0 0 CHRIS KNOWLTON TRUSTEE 2.00 X 0 0 0 ERIC SABETTA TRUSTEE 2.00 X 0 0 0 TYLER POTTS TRUSTEE 2.00 X 0 0 0 BETHANY SEIDEL TRUSTEE 2.00 X 0 0 0 SYLVIA GUINAN TRUSTEE 2.00 X 0 0 0 BRUCE GOLDSTEIN TRUSTEE 2.00 X 0 0 0 VICTORIA REYES TRUSTEE 2.00 X 0 0 0 DEAN TAYLOR TRUSTEE 2.00 X 0 0 0 AMY CELICO TRUSTEE 2.00 X 0 0 0 JOE DELAURENTIS TRUSTEE 2.00 X 0 0 0 MARC EKSTRAND TRUSTEE 2.00 X 0 0 0 ROBERT KAPLAN TRUSTEE 2.00 X 0 0 0 AMY VAN DER VELDE TRUSTEE 2.00 X 0 0 0 KELLY SIMPSON-ANGELINI TRUSTEE 2.00 X 0 0 0 RUSSELL LEARNED TRUSTEE 2.00 X 0 0 0 ADAM MILNE TRUSTEE 2.00 X 0 0 0 SUZANNE PODURGIEL TRUSTEE 2.00 X 0 0 0 MARY ELLEN JUKOSKI TRUSTEE 2.00 X 0 0 0 JON MARSTON TRUSTEE 2.00 X 0 0 0 SUSAN DOWLING TRUSTEE 2.00 X 0 0 0 NOAH JENKINS ALUMNI BOARD 2.00 X 0 0 0 PATRICIA LUXTON SECRETARY 3.00 X X 0 0 0 JARED KLEE TREASURER 5.00 X X 0 0 0 DWAYNE XENELIS VICE PRESIDE 8.00 X X 0 0 0 BRIAN BONNER PRESIDENT 10.00 X X 0 0 0 480616 2 false true false MJ BUS COMPANY PO BOX 801 OLD SAYBROOK CT 06475 TRANSPORTATION 130190 1 802240 18468 802240 TUITION AND FEES 5696217 5696217 AUXILIARY SERVICES 309534 309534 6005751 408904 408904 111667 23118 88549 88549 88549 641852 64250 951713 73 -309861 64177 -245684 64177 -309861 7059760 6158477 99043 1336192 1336192 572021 114404 457617 2739596 2441282 218314 80000 272300 196707 67593 8000 290857 237352 48142 5363 223027 172219 45431 5377 3089 3089 24150 24150 76981 76981 157264 148483 8781 72883 50696 16708 5479 47609 10325 37284 140734 126660 11259 2815 12541 3061 602 8878 61781 55603 4942 1236 830226 747203 66418 16605 87066 78358 6967 1741 INSTRUCTIONAL 175047 175047 CAFETERIA 131918 124003 6596 1319 TRANSPORTATION 130190 130190 EQUIPMENT 56703 52634 3255 814 105731 53446 34443 17842 7547906 6105382 1278274 164250 1462446 2034208 2234980 2683241 33605 17577 4414 779 61982 53897 18785939 11928302 7534259 6857637 11176023 11883406 65376 99100 22573085 23629845 488628 532330 969043 1424844 2589545 2331428 65132 75035 4112348 4363637 X 15206833 15810365 3253904 3455843 18460737 19266208 22573085 23629845 X -488146 1293617 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9536420 408949 986328 410000 10521697 10602954 476462 -1282996 260000 9536420 8179579 664595 2111506 352726 10602954 8312411 98828 495750 727410 8179579 7581540 454224 501076 224429 8312411 0.67320 0.23910 0.08770 false false 1424666 1424666 12302438 8832468 3469970 1190104 1048574 141530 3868731 2047260 1821471 6857637 DEFERRED COMPENSATION 75035 75035 6976672 1293617 13350 23118 1330085 5646587 76981 1336192 1413173 7059760 6171201 13350 23118 36468 6134733 76981 1336192 1413173 7547906 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 2D EXPENSES NET AGAINST FIELD RENTAL 23,118 SCHEDULE D, PAGE 4, PART XI, LINE 4B SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS 1,336,192 SCHEDULE D, PAGE 4, PART XII, LINE 2D EXPENSES NET AGAINST FIELD RENTAL ON 990 23,118 SCHEDULE D, PAGE 4, PART XII, LINE 4B SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS 1,336,192 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 108 1336192 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 278379 10000 25389 18379 313768 KATHLEEN TRAMMELL ASS'T HEAD OF SCHOOL 166848 166848 BENJAMIN XENELIS CHILD OF VP 10000 TUITION TUITION OLIVIA GUINAN CHILD OF TRUSTEE 10000 TUITION TUITION SOPHIA GUINAN CHILD OF TRUSTEE 10000 TUITION TUITION LUCY FADER CHILD OF HEAD OF SCH 31150 TUITION TUITION CLAIRE XENELIS CHILD OF VP 5000 TUITION TUITION 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 EXPENSES NET AGAINST FIELD RENTAL 23,118 SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS -1,336,192 EXPENSES NET AGAINST FIELD RENTAL ON 990 -23,118 SCHOLARSHIPS NET AGAINST REVENUE ON FINANCIALS 1,336,192