Nonprofit · EIN 06-0646964
WILLIAMS MEMORIAL INSTITUTE
Tax-exempt · NEW LONDON, CT 06320
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,952,878 | $8,954,053 | -$1,175 | $30,612,215 | $7,969,803 | $22,642,412 |
| June 30, 2024 | 990 | $8,414,398 | $8,153,646 | $260,752 | $25,932,640 | $4,482,809 | $21,449,831 |
| June 30, 2023 | 990 | $7,059,760 | $7,547,906 | -$488,146 | $23,629,845 | $4,363,637 | $19,266,208 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $861,359
- of which government grants
- $306,031
- Program service revenue
- $7,258,032
- Investment income
- $808,168
- Net rental income
- $10,125
- Other revenue
- $25,319
Expenses
- Grants and similar amounts paid
- $1,622,320
- Compensation of officers, directors and key employees
- $620,835
- Other salaries and wages
- $3,528,015
- Salaries, compensation and benefits (total)
- $5,028,827
- Professional fundraising fees
- $0
- Legal fees
- $17,157
- Accounting fees
- $39,223
- Occupancy
- $134,300
- Depreciation
- $770,553
- Program services (functional)
- $7,129,612
- Management and general (functional)
- $1,568,162
- Fundraising (functional)
- $256,279
Balance sheet and other
- Total assets, start of year
- $29,520,884
- Total assets, end of year
- $30,612,215
- Total liabilities, end of year
- $7,969,803
- Net assets, end of year
- $22,642,412
- Land, buildings and equipment
- $6,942,792
- Publicly traded securities
- $17,679,913
- Net assets without donor restrictions
- $18,442,770
- Net assets with donor restrictions
- $4,199,642
- Gross receipts
- $8,992,441
- Employees
- 68
- Volunteers
- 25
- Year formed
- 1891
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK FADER | HEAD OF SCHOOL Officer | 40 | $348,287 | $84,352 |
| SHARON GAUDREAU | ASST. HEAD OF SCHOOL FOR ENROLLMENT Highest-paid employee | 40 | $130,617 | $31,127 |
| JANE HANNON | ASST. HEAD OF SCHOOL FOR TEACHING/LEARNING Highest-paid employee | 40 | $123,890 | $31,593 |
| MICHAEL ALAN LAWTON | DIRECTOR OF FACILITES Highest-paid employee | 40 | $124,656 | $26,585 |
| DANA CLARK | DIRECTOR OF COLLEGE COUNSELING Highest-paid employee | 40 | $102,425 | $9,738 |
| FREDA GIMPEL | CHIEF FINANCIAL OFFICER Officer | 32 | $77,965 | $7,796 |
| DWAYNE XENELIS | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| ROBERT KAPLAN | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| PATRICIA LUXTON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JARED KLEE | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| BRIAN BONNER | TRUSTEE Trustee or director | 4 | $0 | $0 |
| RODNEY BUTLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOE DELAURENTIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY DOOLING | TRUSTEE UNTIL 1/25 Trustee or director | 2 | $0 | $0 |
| SUSAN DOWLING | TRUSTEE Trustee or director | 2 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASIM EJAZ | TRUSTEE Trustee or director | 2 | $0 |
| MATT GARDZINA | TRUSTEE AS OF 1/25 Trustee or director | 2 | $0 |
| KATIE GINGRAS | TRUSTEE Trustee or director | 2 | $0 |
| BRUCE GOLDSTEIN | TRUSTEE Trustee or director | 2 | $0 |
| BRUCE HARVEY | TRUSTEE Trustee or director | 2 | $0 |
| MARY ELLEN JUKOSKI | TRUSTEE Trustee or director | 4 | $0 |
| RUSSELL LEARNED | TRUSTEE UNTIL 2/25 Trustee or director | 4 | $0 |
| JON MARSTON | TRUSTEE Trustee or director | 2 | $0 |
| ANDREW MCKILLOP | TRUSTEE Trustee or director | 2 | $0 |
| ADAM MILNE | TRUSTEE Trustee or director | 2 | $0 |
| BEN NEWTON | TRUSTEE Trustee or director | 2 | $0 |
| TYLER POTTS | TRUSTEE Trustee or director | 2 | $0 |
| CLINT REID | TRUSTEE Trustee or director | 4 | $0 |
| COLLEEN REARDON SHAY | TRUSTEE Trustee or director | 2 | $0 |
| ERIC SABETTA | TRUSTEE Trustee or director | 2 | $0 |
| KELLY SIMPSON-ANGELINI | TRUSTEE Trustee or director | 2 | $0 |
| HUNTER TURA | TRUSTEE Trustee or director | 2 | $0 |
| AMY VAN DER VELDE | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK FADER | HEAD OF SCHO Officer | 40 | $296,079 | $41,630 |
| KATHLEEN TRAMMELL | ASS'T HEAD O Former | 40 | $171,127 | $19,480 |
| SUZANNE PODURGIEL | PARENT ASSOC Trustee or director | 2 | $0 | $0 |
| NOAH JENKINS | ALUMNI BOARD Trustee or director | 2 | $0 | $0 |
| RODNEY BUTLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ERIC SABETTA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TYLER POTTS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRUCE GOLDSTEIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY CELICO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOE DELAURENTIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARC EKSTRAND | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT KAPLAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY VAN DER VELDE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KELLY SIMPSON-ANGELINI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ADAM MILNE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARY ELLEN JUKOSKI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JON MARSTON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SUSAN DOWLING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY DOOLING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ASIM EJAZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANDREW MCKILLOP | TRUSTEE Trustee or director | 2 | $0 | $0 |
| COLLEEN REARDON SHAY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN BONNER | IMM. PAST PR Trustee or director, Officer | 2 | $0 | $0 |
| PATRICIA LUXTON | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| JARED KLEE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| VICTORIA REYES | 2ND VICE PRE Trustee or director, Officer | 8 | $0 | $0 |
| RUSSELL LEARNED | VICE-PRESIDE Trustee or director, Officer | 8 | $0 | $0 |
| CHRIS KNOWLTON | 2ND VICE PRE Trustee or director, Officer | 8 | $0 | $0 |
| DWAYNE XENELIS | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK FADER | HEAD OF SCHO Officer | 40 | $313,768 |
| KATHLEEN TRAMMELL | ASS'T HEAD O Officer | 40 | $166,848 |
| RODNEY BUTLER | TRUSTEE Trustee or director | 2 | $0 |
| PATRICK DOHERTY | TRUSTEE Trustee or director | 2 | $0 |
| CHRIS KNOWLTON | TRUSTEE Trustee or director | 2 | $0 |
| ERIC SABETTA | TRUSTEE Trustee or director | 2 | $0 |
| TYLER POTTS | TRUSTEE Trustee or director | 2 | $0 |
| BETHANY SEIDEL | TRUSTEE Trustee or director | 2 | $0 |
| SYLVIA GUINAN | TRUSTEE Trustee or director | 2 | $0 |
| BRUCE GOLDSTEIN | TRUSTEE Trustee or director | 2 | $0 |
| VICTORIA REYES | TRUSTEE Trustee or director | 2 | $0 |
| DEAN TAYLOR | TRUSTEE Trustee or director | 2 | $0 |
| AMY CELICO | TRUSTEE Trustee or director | 2 | $0 |
| JOE DELAURENTIS | TRUSTEE Trustee or director | 2 | $0 |
| MARC EKSTRAND | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT KAPLAN | TRUSTEE Trustee or director | 2 | $0 |
| AMY VAN DER VELDE | TRUSTEE Trustee or director | 2 | $0 |
| KELLY SIMPSON-ANGELINI | TRUSTEE Trustee or director | 2 | $0 |
| RUSSELL LEARNED | TRUSTEE Trustee or director | 2 | $0 |
| ADAM MILNE | TRUSTEE Trustee or director | 2 | $0 |
| SUZANNE PODURGIEL | TRUSTEE Trustee or director | 2 | $0 |
| MARY ELLEN JUKOSKI | TRUSTEE Trustee or director | 2 | $0 |
| JON MARSTON | TRUSTEE Trustee or director | 2 | $0 |
| SUSAN DOWLING | TRUSTEE Trustee or director | 2 | $0 |
| NOAH JENKINS | ALUMNI BOARD Trustee or director | 2 | $0 |
| PATRICIA LUXTON | SECRETARY Trustee or director, Officer | 3 | $0 |
| JARED KLEE | TREASURER Trustee or director, Officer | 5 | $0 |
| DWAYNE XENELIS | VICE PRESIDE Trustee or director, Officer | 8 | $0 |
| BRIAN BONNER | PRESIDENT Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- MOHEGAN AVE, NEW LONDON, CT 06320-0000
- Principal officer (990 for 2024)
- MARK FADER, 182 MOHEGAN AVENUE, NEW LONDON, CT 06320
- Signed the 990
- MARK FADER, HEAD OF SCHOOL
- Phone
- (860) 443-5333
- Website
- WWW.WILLIAMSSCHOOL.ORG
- Return prepared by
- CLIFTONLARSONALLEN
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.
Program accomplishments
- WILLIAMS MEMORIAL INSTITUTE'S PRIMARY PROGRAM SERVICE IS PROVIDING EDUCATION FOR APPROXIMATELY 191 STUDENTS FROM GRADES SIX THROUGH TWELVE.Expenses $7,129,612 · grants $1,622,320 · revenue $7,258,032
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0646964
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $30,612,215
- Income (IRS master file)
- $8,992,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,952,878 | $8,954,053 | $30,612,215 | XML |
| 990 | June 2024 | $8,414,398 | $8,153,646 | $25,932,640 | IRS |
| 990 | June 2023 | $7,059,760 | $7,547,906 | $23,629,845 | XML |
| 990 | June 2022 | $7,241,493 | $7,691,617 | $22,573,085 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0646964).
Questions about WILLIAMS MEMORIAL INSTITUTE
- What is the EIN of WILLIAMS MEMORIAL INSTITUTE?
- The employer identification number (EIN) of WILLIAMS MEMORIAL INSTITUTE is 06-0646964.
- Is WILLIAMS MEMORIAL INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to WILLIAMS MEMORIAL INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLIAMS MEMORIAL INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILLIAMS MEMORIAL INSTITUTE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAMS MEMORIAL INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WILLIAMS MEMORIAL INSTITUTE?
- The 990 for the year ended June 30, 2025 names MARK FADER.
- Who are the officers and directors of WILLIAMS MEMORIAL INSTITUTE?
- The 990 for the year ended June 30, 2025 lists 33 people; 6 received compensation from the organization, the highest $348,287 (MARK FADER, HEAD OF SCHOOL).
- How much revenue does WILLIAMS MEMORIAL INSTITUTE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,952,878, expenses of $8,954,053 and total assets of $30,612,215 at year end.
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