Civic Intelligence

Williams Memorial Institute

990 • Fiscal year 2017 • EIN 06-0646964

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 16, 2018

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

59th percentile

0.32x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.69x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$304,656

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

66th percentile

9.3%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$19,727,399

Up $1,684,062 (+9.3%) from 2016

Net Assets

Up

$13,512,909

Up $1,518,896 (+13%) from 2016

Liabilities

Up

$6,214,490

Up $165,166 (+2.7%) from 2016

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin74th percentile

Revenue

Up

$8,971,252

Up $975,005 (+12%) from 2016

Expenses

Up

$7,616,287

Up $83,465 (+1.1%) from 2016

Net Income

Up

$1,354,965

Up $891,540 (+192%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2017

Assets$19,727,399
Liabilities$6,214,490
Net Assets$13,512,909
Open 2017 Filing

Operations Trend

Revenue Growth67th 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

2017

Revenue$8,971,252
Expenses$7,616,287
Net Income$1,354,965
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 16, 2018
Return Version
2016v3.1
Gross Receipts
$9,201,902
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
Investments in Publicly Traded Securities$7,018,558$8,769,715▲ $1,751,157
Land, Buildings, and Equipment, Net$7,963,706$7,509,962▼ $453,744
Savings and Temporary Cash Investments$2,443,060$2,472,975▲ $29,915
Cash and Non-Interest-Bearing Accounts$333,749$647,304▲ $313,555
Pledges and Grants Receivable$219,853$240,810▲ $20,957
Prepaid Expenses and Deferred Charges$4,728$19,115▲ $14,387
Total Assets$18,043,337$19,727,399▲ $1,684,062
Other Assets Total$59,683$67,518▲ $7,835
Liabilities
Tax Exempt Bond Liabilities$3,622,780$3,438,977▼ $183,803
Deferred Revenue$1,564,755$2,026,101▲ $461,346
Accounts Payable and Accrued Expenses$515,557$559,276▲ $43,719
Other Liabilities$346,232$190,136▼ $156,096
Total Liabilities$6,049,324$6,214,490▲ $165,166
Net Assets / Fund Balance
Unrestricted Net Assets$9,621,647$10,693,209▲ $1,071,562
Permanently Rstr Net Assets$1,667,442$1,898,327▲ $230,885
Temporarily Rstr Net Assets$704,924$921,373▲ $216,449
Total Net Assets Fund Balance$11,994,013$13,512,909▲ $1,518,896
Total Liabilities and Net Assets / Fund Balance$18,043,337$19,727,399▲ $1,684,062

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,058,354$6,395,429$11,453,783
Other Land Buildings$907,105$1,192,585$2,099,690
Land$1,339,666-$1,339,666
Equipment$204,837$832,533$1,037,370

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,939,012$934,664▲ $677,456$206,613$6,344,519
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
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark FaderHead of SchoPT$232,613$72,043$304,656
Mark FaderHead of School-$232,613$72,043$304,656
Kathleen TrammellASS'T HEAD O-$137,376$14,013$151,389
Kathleen TrammellASS'T HEAD OF SCHOOL-$137,376$14,013$151,389

Board Members and Trustees

NameTitle
Bruce GoldsteinPresident
Andrew JarrettTrustee
Bethany SeidelTrustee
Carl ReiserTrustee
Chris KnowltonTrustee
Dwayne XenelisTrustee
Elizabeth SandriTrustee
Geneieve CerfTrustee
John BrodzinskiTrustee
John KronholmTrustee
John PagnozziTrustee
Joseph MadausTrustee
Kitty StalsburgTrustee
Lee HisleTrustee
Mary Ellen JukoskiTrustee
Park HersantTrustee
Patrick DohertyTrustee
Ron MeneoTrustee
Steven DarenTrustee
Steven PowellTrustee
Terry ParkinsonTrustee
William VerhoeffTrustee
Elena Boneski DolanEx-officio
Joanne MoukawsherEx-officio
Andrew KressleySecretary
Brian BonnerTreasurer
Natalie MorrisVice-preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Mj Bus CompanyTransportationPO BOX 801, Old Saybrook, CT 06475$170,974
Revenue and Support

Revenue Composition

Contributions and Grants
$802,575
Program Service Revenue
$7,136,069
Investment Income
$1,007,508
Other Revenue
$25,100
All Other Contributions
$802,575
Change in Net Assets
$1,354,965

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,949,518
Revenue Not Reported on Financial Statements
$21,734
Revenue Not Reported on Form 990
$169,931
Total Revenue per Audited Statements
$9,119,449
Total Revenue per Form 990
$8,971,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,600,465
Other Expenses$1,909,806
Grants and Similar Amounts Paid$1,106,016
Total Fundraising Expense$306,216
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,688,393$313,351$165,000$3,166,744
Grants to Domestic Individuals$1,106,016--$1,106,016
Depreciation Depletion$571,438$50,794$12,699$634,931
Current Officers, Directors, Trustees, and Key Employees$89,782$397,628-$487,410
Other Employee Benefits$371,340$25,203$52,605$449,148
Pension Plan Contributions$209,921$31,335$16,500$257,756
Payroll Taxes$186,690$41,624$11,093$239,407
Interest$121,753$10,822$2,706$135,281
Advertising-$114,508$4,289$118,797
All Other Expenses$50,942$39,694$20,079$110,715
Occupancy$85,775$7,624$1,906$95,305
Office Expenses$44,589$13,990$10,037$68,616
Information Technology$16,592$45,577-$62,169
Other Expenses$57,024$3,134$783$60,941
Insurance$46,652$4,147$1,037$51,836
Fees for Services Legal-$42,246-$42,246
Fees for Service Investment Mgmnt Fees$21,734--$21,734
Fees for Services Accounting-$18,500-$18,500
Travel$4,806$3,494$5,555$13,855
Total Functional Expenses$6,138,404$1,171,667$306,216$7,616,287

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,616,287
Total Expenses per Audited Statements$7,600,553
Expenses per Audited Statements$7,594,553
Expenses Not Reported on Financial Statements$21,734
Expenses Not Reported on Form 990$6,000
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$122,618
Deferred Compensation$67,518

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$188,924$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
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
2018-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Trammell
Formed
1891
Legal Domicile
Ct
Voting Board Members
27
Independent Board Members
27
Employees
90

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 732 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.

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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,727,399
Liabilities
$6,214,490
Net assets
$13,512,909
Revenue
$8,971,252
Expenses
$7,616,287
Net income
$1,354,965
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
2017Detailed filing. Detailed filing data is available for this year.$19.7$6.21$13.5$8.97$7.62$1.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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