Civic Intelligence

Williams Memorial Institute

990 • Fiscal year 2018 • EIN 06-0646964

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 07, 2019

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

56th percentile

0.28x

Higher debt load relative to assets than 56% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.68x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

62nd percentile

6.9%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$338,301

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

59th percentile

4.3%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-7.7%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$20,584,421

Up $857,022 (+4.3%) from 2017

Net Assets

Up

$14,922,914

Up $1,410,005 (+10%) from 2017

Liabilities

Down

$5,661,507

Down $552,983 (-8.9%) from 2017

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin62nd percentile

Revenue

Down

$8,276,745

Down $694,507 (-7.7%) from 2017

Expenses

Up

$7,703,797

Up $87,510 (+1.1%) from 2017

Net Income

Down

$572,948

Down $782,017 (-58%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2018

Assets$20,584,421
Liabilities$5,661,507
Net Assets$14,922,914
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$8,276,745
Expenses$7,703,797
Net Income$572,948
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 7, 2019
Return Version
2017v2.3
Gross Receipts
$8,282,768
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$8,769,715$10,118,352▲ $1,348,637
Land, Buildings, and Equipment, Net$7,509,962$7,239,126▼ $270,836
Savings and Temporary Cash Investments$2,472,975$2,817,001▲ $344,026
Cash and Non-Interest-Bearing Accounts$647,304$240,893▼ $406,411
Pledges and Grants Receivable$240,810$99,514▼ $141,296
Prepaid Expenses and Deferred Charges$19,115$11,527▼ $7,588
Total Assets$19,727,399$20,584,421▲ $857,022
Other Assets Total$67,518$58,008▼ $9,510
Liabilities
Tax Exempt Bond Liabilities$3,438,977$3,248,330▼ $190,647
Deferred Revenue$2,026,101$1,753,785▼ $272,316
Accounts Payable and Accrued Expenses$559,276$585,761▲ $26,485
Other Liabilities$190,136$73,631▼ $116,505
Total Liabilities$6,214,490$5,661,507▼ $552,983
Net Assets / Fund Balance
Unrestricted Net Assets$10,693,209$12,001,582▲ $1,308,373
Permanently Rstr Net Assets$1,898,327$2,002,058▲ $103,731
Temporarily Rstr Net Assets$921,373$919,274▼ $2,099
Total Net Assets Fund Balance$13,512,909$14,922,914▲ $1,410,005
Total Liabilities and Net Assets / Fund Balance$19,727,399$20,584,421▲ $857,022

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,776,875$6,842,942$11,619,817
Other Land Buildings$727,104$1,282,799$2,009,903
Land$1,339,666-$1,339,666
Equipment$221,122$915,371$1,136,493

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$6,344,519$943,502▲ $510,136$216,617$7,581,540
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
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark FaderHead of SchoFT$234,100$104,201$338,301
Mark FaderHead of School-$234,100$104,201$338,301

Board Members and Trustees

NameTitle
Bruce GoldsteinPresident
Bethany SeidelTrustee
Carl ReiserTrustee
Chris KnowltonTrustee
Dean TaylorTrustee
Dwayne XenelisTrustee
Elizabeth SandriTrustee
Geneieve CerfTrustee
Jared KleeTrustee
John KronholmTrustee
Joseph MadausTrustee
Kitty StalsburgTrustee
Lee HisleTrustee
Mary Ellen JukoskiTrustee
Park HersantTrustee
Patrick DohertyTrustee
Ron MeneoTrustee
Steven DarenTrustee
Sylvia GuinanTrustee
Terry ParkinsonTrustee
Victoria ReyesTrustee
Elena Boneski DolanEx-officio
Joanne MoukawsherEx-officio
Andrew KressleySecretary
Joseph BonnerTreasurer
Natalie MorrisVice-preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Mj Bus CompanyTransportationPO BOX 801, Old Saybrook, CT 06475$165,720
Revenue and Support

Revenue Composition

Contributions and Grants
$858,396
Program Service Revenue
$7,379,210
Investment Income
$9,056
Other Revenue
$30,083
All Other Contributions
$858,396
Change in Net Assets
$572,948

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 Amount
Securities Publicly Traded10$119,340
Total Noncash Contributions10$119,340

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,251,855
Revenue Not Reported on Financial Statements
$24,890
Revenue Not Reported on Form 990
$849,233
Total Revenue per Audited Statements
$9,101,088
Total Revenue per Form 990
$8,276,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,676,312
Other Expenses$1,933,953
Grants and Similar Amounts Paid$1,093,532
Total Fundraising Expense$301,846
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,748,599$276,106$177,699$3,202,404
Grants to Domestic Individuals$1,093,532--$1,093,532
Depreciation Depletion$558,508$49,645$12,411$620,564
Current Officers, Directors, Trustees, and Key Employees$91,585$406,216-$497,801
Other Employee Benefits$397,285$26,070$36,354$459,709
Pension Plan Contributions$223,031$27,611$17,770$268,412
Payroll Taxes$195,269$41,624$11,093$247,986
All Other Expenses$70,716$37,069$22,985$130,770
Interest$115,268$10,246$2,562$128,076
Advertising-$107,759$1,707$109,466
Occupancy$75,908$6,747$1,686$84,341
Information Technology$37,650$39,035-$76,685
Other Expenses$70,922$4,424$1,106$76,452
Fees for Services Legal-$72,096-$72,096
Office Expenses$41,228$11,228$8,204$60,660
Insurance$50,786$4,514$1,129$56,429
Fees for Service Investment Mgmnt Fees$24,890--$24,890
Travel$6,027$2,496$5,213$13,736
Fees for Services Accounting-$13,000-$13,000
Total Functional Expenses$6,257,907$1,144,044$301,846$7,703,797

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,703,797
Total Expenses per Audited Statements$7,691,083
Expenses per Audited Statements$7,678,907
Expenses Not Reported on Financial Statements$24,890
Expenses Not Reported on Form 990$12,176
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
Deferred Compensation$58,008
Swap Agreement$15,623

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$195,769$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
2019-02-07
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
89

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 718 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

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,584,421
Liabilities
$5,661,507
Net assets
$14,922,914
Revenue
$8,276,745
Expenses
$7,703,797
Net income
$572,948
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
2018Detailed filing. Detailed filing data is available for this year.$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
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