Civic Intelligence

Williams Memorial Institute

990 • Fiscal year 2016 • EIN 06-0646964

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 01, 2016

Organization ProfileWWW.WILLIAMSSCHOOL.ORG

View Organization Page

182 Mohegan AvenueNew London, CT 06320

(860) 443-5333

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.34x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.76x

Higher debt load relative to revenue than 75% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

62nd percentile

5.8%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$287,441

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

58th percentile

3.8%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

1.2%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$18,043,337

Up $666,437 (+3.8%) from 2015

Net Assets

Up

$11,994,013

Up $339,337 (+2.9%) from 2015

Liabilities

Up

$6,049,324

Up $327,100 (+5.7%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin62nd percentile

Revenue

Up

$7,996,247

Up $95,186 (+1.2%) from 2015

Expenses

Down

$7,532,822

Down $29,296 (-0.4%) from 2015

Net Income

Up

$463,425

Up $124,482 (+37%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $15,745,037Liabilities 2011: $6,611,282Net Assets 2011: $9,133,7552011Assets 2012: $15,682,997Liabilities 2012: $6,125,257Net Assets 2012: $9,557,7402012Assets 2013: $16,251,764Liabilities 2013: $5,916,994Net Assets 2013: $10,334,7702013Assets 2014: $17,163,103Liabilities 2014: $5,806,465Net Assets 2014: $11,356,6382014Assets 2015: $17,376,900Liabilities 2015: $5,722,224Net Assets 2015: $11,654,6762015Assets 2016: $18,043,337Liabilities 2016: $6,049,324Net Assets 2016: $11,994,0132016Assets 2017: $19,727,399Liabilities 2017: $6,214,490Net Assets 2017: $13,512,9092017Assets 2018: $20,584,421Liabilities 2018: $5,661,507Net Assets 2018: $14,922,9142018Assets 2019: $21,476,495Liabilities 2019: $5,814,004Net Assets 2019: $15,662,4912019Assets 2020: $23,071,748Liabilities 2020: $6,422,715Net Assets 2020: $16,649,0332020Assets 2021: $25,239,797Liabilities 2021: $4,595,444Net Assets 2021: $20,644,3532021Assets 2022: $22,573,085Liabilities 2022: $4,112,348Net Assets 2022: $18,460,7372022Assets 2023: $23,629,845Liabilities 2023: $4,363,637Net Assets 2023: $19,266,2082023Assets 2024: $25,932,640Liabilities 2024: $4,482,809Net Assets 2024: $21,449,8312024

Highlighted filing

2016

Assets$18,043,337
Liabilities$6,049,324
Net Assets$11,994,013
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $7,293,9982011Expenses 2012: $7,225,2752012Revenue 2013: $7,299,180Expenses 2013: $7,021,058Net Income 2013: $278,1222013Revenue 2014: $7,520,487Expenses 2014: $7,091,935Net Income 2014: $428,5522014Revenue 2015: $7,901,061Expenses 2015: $7,562,118Net Income 2015: $338,9432015Revenue 2016: $7,996,247Expenses 2016: $7,532,822Net Income 2016: $463,4252016Revenue 2017: $8,971,252Expenses 2017: $7,616,287Net Income 2017: $1,354,9652017Revenue 2018: $8,276,745Expenses 2018: $7,703,797Net Income 2018: $572,9482018Revenue 2019: $8,124,252Expenses 2019: $7,736,374Net Income 2019: $387,8782019Revenue 2020: $8,821,161Expenses 2020: $7,830,841Net Income 2020: $990,3202020Revenue 2021: $13,334,009Expenses 2021: $7,717,795Net Income 2021: $5,616,2142021Revenue 2022: $7,241,493Expenses 2022: $7,691,617Net Income 2022: -$450,1242022Revenue 2023: $7,059,760Expenses 2023: $7,547,906Net Income 2023: -$488,1462023Revenue 2024: $8,414,398Expenses 2024: $8,153,646Net Income 2024: $260,7522024

Highlighted filing

2016

Revenue$7,996,247
Expenses$7,532,822
Net Income$463,425
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 1, 2016
Return Version
2015v2.1
Gross Receipts
$8,832,514
Mission and Program Overview

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.

The school provides educational services to students at the secondary school level

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,222,813$7,963,706▼ $259,107
Investments in Publicly Traded Securities$6,598,621$7,018,558▲ $419,937
Savings and Temporary Cash Investments$2,149,024$2,443,060▲ $294,036
Cash and Non-Interest-Bearing Accounts$228,849$333,749▲ $104,900
Pledges and Grants Receivable$150$219,853▲ $219,703
Prepaid Expenses and Deferred Charges$32,707$4,728▼ $27,979
Total Assets$17,376,900$18,043,337▲ $666,437
Other Assets Total$144,736$59,683▼ $85,053
Liabilities
Tax Exempt Bond Liabilities$3,882,077$3,622,780▼ $259,297
Deferred Revenue$959,396$1,564,755▲ $605,359
Accounts Payable and Accrued Expenses$605,925$515,557▼ $90,368
Other Liabilities$224,826$346,232▲ $121,406
Mortgage Notes Payable Secured by Investment Property$50,000--
Total Liabilities$5,722,224$6,049,324▲ $327,100
Net Assets / Fund Balance
Unrestricted Net Assets$9,701,399$9,621,647▼ $79,752
Permanently Rstr Net Assets$1,381,789$1,667,442▲ $285,653
Temporarily Rstr Net Assets$571,488$704,924▲ $133,436
Total Net Assets Fund Balance$11,654,676$11,994,013▲ $339,337
Total Liabilities and Net Assets / Fund Balance$17,376,900$18,043,337▲ $666,437

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,419,645$5,942,397$11,362,042
Other Land Buildings$939,468$1,085,010$2,024,478
Land$1,339,666-$1,339,666
Equipment$264,927$758,208$1,023,135

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,479,034$629,179▲ $30,799$200,000$4,939,012
2014$4,366,288$133,148▲ $114,596$135,000$4,479,032
2013$3,729,222$101,165▲ $670,901$135,000$4,366,288
2012$3,412,935$19,340▲ $431,947$135,000$3,729,222
2011$3,675,123$31,494▼ $2,459$291,233$3,412,935
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark FaderHead of SchoFT$217,754$69,687$287,441
Mark FaderHead of School-$217,754$69,687$287,441
Kathleen TrammellASS'T HEAD OFT$123,063$12,500$135,563

Board Members and Trustees

NameTitle
Bruce GoldsteinPresident
Andrew JarrettTrustee
Andrew KressleyTrustee
Brian BonnerTrustee
Elena Boneski DolanTrustee
Elizabeth SandriTrustee
Genevieve CerfTrustee
John KronholmTrustee
John PagnozziTrustee
Joseph MadausTrustee
Kacey ElfstromTrustee
Kitty StalsburgTrustee
Lee HisleTrustee
Mary Ellen JukoskiTrustee
Natalie MorrisTrustee
Park HersantTrustee
Patrick DohertyTrustee
Steven DarenTrustee
Steven PowellTrustee
Terry ParkinsonTrustee
Timothy FitzpatrickTrustee
William VerhoeffTrustee
John BrodzinskiTrusteee
Jeffrey BrownSecretary
Carl ReiserTreasurer
Ron MeneoVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Mj Bus CompanyTransportationPO BOX 801, Old Saybrook, CT 06475$161,716
Revenue and Support

Revenue Composition

Contributions and Grants
$913,364
Program Service Revenue
$6,984,520
Investment Income
$71,088
Other Revenue
$27,275
All Other Contributions
$913,364
Change in Net Assets
$463,425

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table8$34,896Provided by Donor
Securities Publicly Traded1$31,239Nyse
Total Noncash Contributions9$66,135-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,976,736
Revenue Not Reported on Financial Statements
$19,511
Revenue Not Reported on Form 990
$-124,088
Total Revenue per Audited Statements
$7,852,648
Total Revenue per Form 990
$7,996,247
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,393,628
Other Expenses$1,980,145
Grants and Similar Amounts Paid$1,159,049
Total Fundraising Expense$331,985
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,684,330$219,722$167,000$3,071,052
Grants to Domestic Individuals$1,159,049--$1,159,049
Depreciation Depletion$574,163$51,037$12,759$637,959
Other Employee Benefits$359,557$24,655$51,098$435,310
Current Officers, Directors, Trustees, and Key Employees-$424,105-$424,105
Payroll Taxes$183,128$38,169$11,372$232,669
Pension Plan Contributions$205,000$10,492$15,000$230,492
Advertising-$119,963$24,690$144,653
All Other Expenses$63,368$56,296$24,412$144,076
Interest$128,894$11,457$2,864$143,215
Information Technology$51,780$45,951-$97,731
Occupancy$74,415$6,615$1,654$82,684
Other Expenses$72,851$3,064$766$76,681
Office Expenses$42,289$19,716$13,151$75,156
Insurance$44,732$3,976$994$49,702
Travel$6,592$10,463$4,496$21,551
Fees for Services Accounting-$21,150-$21,150
Fees for Service Investment Mgmnt Fees$19,511--$19,511
Fees for Services Legal-$3,770-$3,770
Total Functional Expenses$6,123,107$1,077,730$331,985$7,532,822

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,532,822
Expenses per Audited Statements$7,513,311
Total Expenses per Audited Statements$7,513,311
Expenses Not Reported on Financial Statements$19,511
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Swap Agreement$286,549
Deferred Compensation$59,683

Bond Issues

BondIssuerIssuedIssue PricePurpose
AState of Connecticut Health and2013-08-13$4,195,000Refunding of series a bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,195,000$4,111,100$182,048$83,900

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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”

Filing and Contact Details

Filer

Filer Name
Williams Memorial Institute
EIN
06-0646964
Address
182 MOHEGAN AVENUE, NEW LONDON, CT 06320
Doing Business As
The Williams School

Signing Officer

Name
Kathleen Trammell
Title
ASS'T HEAD OF SCHOOL
Signed
2016-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Trammell
Formed
1891
Legal Domicile
Ct
Voting Board Members
26
Independent Board Members
26
Employees
100

Preparer

Firm
Mahoney Sabol & Company Llp
Address
180 GLASTONBURY BLVD STE 400, GLASTONBURY, CT 06033-4439
Preparer
James M Mahoney CPA
Phone
8605412000
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment funds are used for scholarships, salaries and other operating expenses.”

Raw XML AppendixShowing 400 of 728 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0605925
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0515557
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE SCHOOL PROVIDES EDUCATIONAL SERVICES TO STUDENTS AT THE SECONDARY SCHOOL LEVEL
IRS990/AdvertisingGrp/FundraisingAmt024690
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0119963
IRS990/AdvertisingGrp/TotalAmt0144653
IRS990/AllOtherContributionsAmt0913364
IRS990/AllOtherExpensesGrp/FundraisingAmt024412
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt056296
IRS990/AllOtherExpensesGrp/ProgramServicesAmt063368
IRS990/AllOtherExpensesGrp/TotalAmt0144076
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0KATHLEEN TRAMMELL
IRS990/BooksInCareOfDetail/PhoneNum08604435333
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0182 MOHEGAN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW LONDON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006320
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0228849
IRS990/CashNonInterestBearingGrp/EOYAmt0333749
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0424105
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0424105
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0161716
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 801
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0OLD SAYBROOK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006475
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0MJ BUS COMPANY
IRS990/ContractorCompensationGrp/ServicesDesc0TRANSPORTATION
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0913364
IRS990/CYGrantsAndSimilarPaidAmt01159049
IRS990/CYInvestmentIncomeAmt071088
IRS990/CYOtherExpensesAmt01980145
IRS990/CYOtherRevenueAmt027275
IRS990/CYProgramServiceRevenueAmt06984520
IRS990/CYRevenuesLessExpensesAmt0463425
IRS990/CYSalariesCompEmpBnftPaidAmt04393628
IRS990/CYTotalExpensesAmt07532822
IRS990/CYTotalFundraisingExpenseAmt0331985
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07996247
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt0959396
IRS990/DeferredRevenueGrp/EOYAmt01564755
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt012759
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt051037
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0574163
IRS990/DepreciationDepletionGrp/TotalAmt0637959
IRS990/Desc0WILLIAMS MEMORIAL INSTITUE'S PRIMARY PROGRAM SERVICE EDUCATION IS EDUCATION FOR APPROXIMATELY 235 STUDENTS FROM GRADES SIX THROUGH TWELVE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0THE WILLIAMS SCHOOL
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0100
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt06123107
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021150
IRS990/FeesForServicesAccountingGrp/TotalAmt021150
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03770
IRS990/FeesForServicesLegalGrp/TotalAmt03770
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt019511
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019511
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt205.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt222.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt232.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt242.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt252.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt262.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt069687
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2712500
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK FADER
IRS990/Form990PartVIISectionAGrp/PersonNm1BRUCE GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm2NATALIE MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDREW KRESSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN BONNER
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFFREY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6GENEVIEVE CERF
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVEN DAREN
IRS990/Form990PartVIISectionAGrp/PersonNm8PATRICK DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm9ELENA BONESKI DOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm10PARK HERSANT
IRS990/Form990PartVIISectionAGrp/PersonNm11LEE HISLE
IRS990/Form990PartVIISectionAGrp/PersonNm12ANDREW JARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY ELLEN JUKOSKI
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN KRONHOLM
IRS990/Form990PartVIISectionAGrp/PersonNm15JOSEPH MADAUS
IRS990/Form990PartVIISectionAGrp/PersonNm16RON MENEO
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN PAGNOZZI
IRS990/Form990PartVIISectionAGrp/PersonNm18TERRY PARKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm19STEVEN POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm20CARL REISER
IRS990/Form990PartVIISectionAGrp/PersonNm21ELIZABETH SANDRI
IRS990/Form990PartVIISectionAGrp/PersonNm22KITTY STALSBURG
IRS990/Form990PartVIISectionAGrp/PersonNm23WILLIAM VERHOEFF
IRS990/Form990PartVIISectionAGrp/PersonNm24JOHN BRODZINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm25TIMOTHY FITZPATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm26KACEY ELFSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm27KATHLEEN TRAMMELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0217754
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27123063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0HEAD OF SCHO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27ASS'T HEAD O
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01891
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt065439
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt01159049
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01159049
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01159049
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0901706
IRS990/GrossReceiptsAmt08832514
IRS990/GrossRentsGrp/RealAmt027275
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt045951
IRS990/InformationTechnologyGrp/ProgramServicesAmt051780
IRS990/InformationTechnologyGrp/TotalAmt097731
IRS990/InsuranceGrp/FundraisingAmt0994
IRS990/InsuranceGrp/ManagementAndGeneralAmt03976
IRS990/InsuranceGrp/ProgramServicesAmt044732
IRS990/InsuranceGrp/TotalAmt049702
IRS990/InterestGrp/FundraisingAmt02864
IRS990/InterestGrp/ManagementAndGeneralAmt011457
IRS990/InterestGrp/ProgramServicesAmt0128894
IRS990/InterestGrp/TotalAmt0143215
IRS990/InvestmentIncomeGrp/ExclusionAmt05649
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05649
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06598621
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07018558
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt026
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07785615
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08222813
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07963706
IRS990/LandBldgEquipCostOrOtherBssAmt015749321
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0836267
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt050000
IRS990/NetAssetsOrFundBalancesBOYAmt011654676
IRS990/NetAssetsOrFundBalancesEOYAmt011994013
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt065439
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065439
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt027275
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt027275
IRS990/NetUnrlzdGainsLossesInvstAmt0-124088
IRS990/NoncashContributionsAmt066135
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01654
IRS990/OccupancyGrp/ManagementAndGeneralAmt06615
IRS990/OccupancyGrp/ProgramServicesAmt074415
IRS990/OccupancyGrp/TotalAmt082684
IRS990/OfficeExpensesGrp/FundraisingAmt013151
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019716
IRS990/OfficeExpensesGrp/ProgramServicesAmt042289
IRS990/OfficeExpensesGrp/TotalAmt075156
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0144736
IRS990/OtherAssetsTotalGrp/EOYAmt059683
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt051098
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024655
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0359557
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0435310
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL
IRS990/OtherExpensesGrp/Desc1TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2CAFETERIA
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt0505
IRS990/OtherExpensesGrp/FundraisingAmt11224
IRS990/OtherExpensesGrp/FundraisingAmt2766
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01009
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23064
IRS990/OtherExpensesGrp/ProgramServicesAmt0182623
IRS990/OtherExpensesGrp/ProgramServicesAmt1155766
IRS990/OtherExpensesGrp/ProgramServicesAmt2115059
IRS990/OtherExpensesGrp/ProgramServicesAmt372851
IRS990/OtherExpensesGrp/TotalAmt0184137
IRS990/OtherExpensesGrp/TotalAmt1155766
IRS990/OtherExpensesGrp/TotalAmt2122403

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,043,337
Liabilities
$6,049,324
Net assets
$11,994,013
Revenue
$7,996,247
Expenses
$7,532,822
Net income
$463,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.9$4.48$21.4$8.41$8.15$0.26
2023Detailed filing. Detailed filing data is available for this year.$23.6$4.36$19.3$7.06$7.55$0.49
2022Detailed filing. Detailed filing data is available for this year.$22.6$4.11$18.5$7.24$7.69$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$4.60$20.6$13.3$7.72$5.62
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$6.42$16.6$8.82$7.83$0.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$5.81$15.7$8.12$7.74$0.39
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.6$5.66$14.9$8.28$7.70$0.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$6.21$13.5$8.97$7.62$1.35
2016Detailed filing. Detailed filing data is available for this year.$18.0$6.05$12.0$8.00$7.53$0.46
2015Detailed filing. Detailed filing data is available for this year.$17.4$5.72$11.7$7.90$7.56$0.34
2014Detailed filing. Detailed filing data is available for this year.$17.2$5.81$11.4$7.52$7.09$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$5.92$10.3$7.30$7.02$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$6.13$9.56$7.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$6.61$9.13$7.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits