THE WILLIAMS SCHOOL

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

KELLY HEDRICK EDD

Phone

7576271383

Tax Period

2024-07-01 to 2025-06-30

THE WILLIAMS SCHOOL, founded in 1976, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2024. Expenses of $4.4M exceeded revenue, resulting in a 14% operating deficit.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $3,597,851 Revenue: $3,538,267

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $150,780

Program Service Revenue $3,456,037

Investment Income $156,910

Other Revenue $60,970

TOTAL REVENUE $3,824,697

Expense Breakdown

Grants Paid $262,325

Salaries & Benefits $3,023,429

Fundraising Expenses $139,362

Program Expenses $3,597,851

Other Expenses $1,093,493

TOTAL EXPENSES $4,379,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,824,697	$3,818,108	+0.0%
Expenses	$4,379,247	$4,065,994	+0.1%
Net Income	$-554,550	$-247,886	+1.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$156,818

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN GELLMAN	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
RICK WYATT	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
VENESSA AUGUST	CHAIR	0.25	Officer Director	$0	$0	$0
BRIAN CASEY	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
CYNTHIA MALHOTRA	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
DELVIN PEEKS	TREASURER	0.25	Officer Director	$0	$0	$0
HENRY ROBBINS	SECRETARY	0.25	Officer Director	$0	$0	$0
GRAHAM WATSON	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
MC STIFF	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
BRANDON MATTHEWS	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
BEV-FREDA JACKSON	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
CAROLINE BALLARD	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
SHAWN TARRANT	BOARD MEMBER/TRUSTEE	0.25	Director	$0	$0	$0
KELLY HEDRICK	HEAD OF SCHOOL	40.00	Officer	$156,818	$0	$156,818

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,824,697	$4,379,247	$6,691,801	$-554,550
2024	No data	No data	No data	No data
2023	$3,165,986	$3,684,289	$6,878,750	$-518,303
2022	$3,407,577	$4,214,796	$7,243,363	$-807,219
2021	$3,890,139	$3,992,275	$8,477,789	$-102,136
2020	$3,205,344	$4,045,381	$8,812,953	$-840,037
2019	$3,863,121	$3,907,902	$9,512,755	$-44,781