2024-01-26T14:51:17-06:00 2023-06-30 453936274 BETH MOORE & ASSOCIATES CPAS PO BOX 120547 NEWPORT NEWS VA 23612 990 2022-07-01 510201345 THE WILLIAMS SCHOOL WILL 7576271383 419 COLONIAL AVENUE NORFOLK VA 23507 KELLY HEDRICK EDD HEAD OF SCHOOL 7576271383 2024-01-18 1 KELLY HEDRICK EDD XXX-XX-XXXX 1 LISA CANDELLA CPA P01695830 7572241174 2024-01-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KELLY HEDRICK EDD 419 COLONIAL AVENUE NORFOLK VA 23507 3896942 0 X WWW.THEWILLIAMSSCHOOL.ORG X 1976 VA THE WILLIAMS SCHOOL BUILDS WITH EACH CHILD THE FOUNDATION FOR ACADEMIC, MORAL AND SOCIAL SUCCESS 8 8 69 60 0 0 226847 153561 2901426 2835891 167607 50878 111697 125656 3407577 3165986 329685 288205 0 0 2700952 2353636 0 0 124108 1184159 1042448 4214796 3684289 -807219 -518303 7243363 6878750 837474 767647 6405889 6111103 THE WILLIAMS SCHOOL BUILDS WITH EACH CHILD THE FOUNDATION FOR ACADEMIC, MORAL AND SOCIAL SUCCESS. A WILLIAMS SCHOOL STUDENT EMBODIES CONFIDENCE, INTEGRITY AND A LOVE OF LEARNING. 0 0 2972597 288205 2898160 THE WILLIAMS SCHOOL IS AN INDEPENDENT K-8 COEDUCATIONAL DAYSCHOOL. THE CHIEF PURPOSE OF THE SCHOOL IS TO PROMOTE LEARNING.THE WILLIAMS SCHOOL PLACES DEMANDS ON ITS STUDENTS WITH THE ENTIRESTAFF DOING ALL THEY CAN TO ENCOURAGE THE CHILD TO REALIZE HIS ORHER FULL ACADEMIC POTENTIAL. WE ARE PLEASED THAT WE ACHIEVE THISPURPOSE SO WELL AND STILL RETAIN A RELAXED AND FRIENDLYATMOSPHERE. WE OFFER A TRADITIONAL CURRICULUM WITH INNOVATIVEINSTRUCTION. THE WILLIAMS SCHOOL PROVIDES AN ACCELERATEDCURRICULUM THAT STRIVES TO MEET THE DEVELOPMENTAL NEEDS OFINDIVIDUAL CHILDREN. IN ADDITION, AT ALL GRADES WE STRIVE TOCONNECT CURRICULAR IDEAS BY IDENTIFYING OVERARCHING THEMES ANDCOORDINATING INSTRUCTION AMONG DIFFERENT AGE GROUPS. 2972597 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 69 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE OFFICERS 7576271383 419 COLONIAL AVENUE NORFOLK VA 23507 JONATHAN GELLMAN BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 BRANDON MATTHEWS SECRETARY 0.25 X X 0 0 0 RICK WYATT VICE CHAIR 0.25 X X 0 0 0 VENESSA AUGUST CO-CHAIR 0.25 X X 0 0 0 BRIAN CASEY BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 CYNTHIA MALHOTRA CO-CHAIR 0.25 X X 0 0 0 DELVIN PEEKS TREASURER 0.25 X X 0 0 0 HENRY ROBBINS BOARD MEMBER/TRUSTEE 0.25 X 0 0 0 KELLY HEDRICK HEAD OF SCHOOL 40.00 X 75000 0 0 75000 0 0 0 0 0 0 0 153561 153561 TUITION AND FEES 611710 2706575 2706575 EXTENDED DAY PROGRAM 611600 75279 75279 SUMMER CAMP 611600 27794 27794 TRANSPORTATION 611710 25412 25412 OTHER 900099 13694 13694 -12863 -12863 2835891 62269 62269 647520 655852 3059 -8332 -3059 -11391 -11391 197701 72045 125656 125656 3165986 2898160 0 114265 288205 288205 75000 57750 14250 3000 1950398 1436808 424270 89320 160206 123359 30439 6408 168032 129385 31926 6721 9480 9480 56163 56163 6536 6536 9757 9757 22025 22025 217450 216580 652 218 47624 47433 143 48 REPAIR AND MAINTENANCE 225265 218507 6758 MISCELLANEOUS 100197 99998 199 EDUCATION AND EXTENDED 71004 71004 UTILITIES 48328 48136 145 47 228619 206871 3402 18346 3684289 2972597 587584 124108 1013420 411570 296160 194348 2596 995 108847 47611 23005 13745 6160858 2915276 3309728 3245582 2489607 2682297 0 282602 7243363 6878750 92198 78009 745276 689638 837474 767647 X 3303440 3333038 3102449 2778065 6405889 6111103 7243363 6878750 -518303 223517 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2427534 235507 102000 2561041 2811446 -280912 103000 2427534 2448567 459879 97000 2811446 2440014 104553 96000 2448567 2452058 134204 146248 2440014 0.74943 0.25057 0 0 25000 25000 3546244 1966435 1579809 1501929 200257 1301672 864228 579486 284742 223457 169098 54359 3245582 X 3377364 223517 -5603 217914 3159450 6536 6536 3165986 3672150 282602 282602 3389548 6536 288205 294741 3684289 PART X, LINE 2: THE SCHOOL HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A QUALIFIED CHARITABLE ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED INCOME TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2023. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2020 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -288,205. ERC 282,602. PART XII, LINE 2D - OTHER ADJUSTMENTS: ERC 282,602. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 288,205. PART XI AND XII, LINE 4B - FINANCIAL AID FINANCIAL STATMENTS NET FINANCIAL AID WITH GROSS TUITION. FORM 990 REPORTS FINANCIAL AID ON PART IX STATEMENT OF FUNCTIONAL EXPENSES. PART V, LINE 4 - ENDOWMENT FUNDS THE SCHOOL'S ENDOWMENT CONSISTS OF ONE DONOR-RESTRICTED FUND HELD WITH THE SCHOOL FOR THE PURPOSE OF ATTRACTING OTHER DONORS WHO WISH TO SUPPORT TEACHERS' SALARIES IN PERPETUITY THROUGH GIFTS TO THE ENDOWMENT. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICY THE POLICY IS PUBLICIZED IN VARIOUS LOCAL ADVERTISING MEDIA. AUCTION 181571 181571 68795 PRESCHOOL FUNDRAISER 7689 7689 0 2 8441 8441 3250 197701 197701 72045 72045 125656 1 FINANCIAL AID 52 288205 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND DISTRIBUTED TO THE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES SIGNS A CONFLICT OF INTEREST POLICY EACH YEAR. THE EXECUTIVE COMMITTEE, AS A SUB-COMMITTEE OF THE BOARD, THEN MONITORS ANY CONFLICT OF INTEREST ISSUES IF THEY ARISE THROUGHOUT THE YEAR. IF THERE IS A POSSIBLE CONFLICT OF INTEREST FOUND, THE GOVERNANCE COMMITTEE OF THE BOARD INVESTIGATES THE ISSUE AND ULTIMATELY THE CHAIR OF THE BOARD REVIEWS THAT COMMITTEE'S RECOMMENDATION AS TO HOW TO PROCEED. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE OF THE BOARD, AFTER REVIEWING STATISTICAL DATA FROM BOTH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS AND THE VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLS AND TIDEWATER REGION OF THE VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLS, RECOMMENDS A SALARY AND BENEFITS PACKAGE FOR THE HEAD OF SCHOOL TO THE BOARD OF TRUSTEES AND THAT IS VOTED ON WITHIN THE BUDGETARY PROCESS. ALL OTHER KEY OFFICERS OF THE SCHOOL ARE UNDER THE SUPERVISION OF THE HEAD OF SCHOOL WHO USES BOTH VIRGINIA ASSOCATION OF INDEPENDENT SCHOOLS DATA ALONG WITH MORE SPECIFIC TIDEWATER REGION INDEPENDENT SCHOOLS AS WELL AS LOCAL PUBLIC SCHOOL DISTRICTS AS A MARKER FOR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE SCHOOL COMMUNITY. THE SCHOOL COMMUNITY CAN ATTEND BOARD MEETINGS IF THEY WISH BUT MUST LEAVE DURING EXECUTIVE SESSION. WE MAKE OUR FINANCIAL STATEMENTS AVAILABLE THROUGH OUR ANNUAL REPORT. FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE TO THE SCHOOL'S OVERSIGHT OF THE AUDIT.