Mon 27 Jul 2009
This post updates the Available History on Williams Forms 990 with the 2008 report, recently obtained by Ronit Battacharyya from the Treasurer’s Office (hard copy, yuk!) and kindly provided for posting purposes. Scanned by Ronit; OCR’d by myself. (Hard copy requested from the IRS with Form 4506-A, mailed on 7/20/09, arrived on 8/13/09.)
The purpose of the current tabulation is to make available in one place the Forms 990 filed with the IRS by Williams in recent years. At the present time, those for the period 1998-2008 are available, but as of 8/15/09 the 2008 filing is not yet on Guidestar. Guidestar presently provides 3 years of Form 990s to “non-premium” members; the rest in this collection come from my private archive. As new filings become available on the Guidestar website (www.guidestar.com ), or from Williams directly, it is proposed to add these, so that the time series of recent filings is gradually extended This post is marked “no comments” to preserve the presentation from accumulating clutter. EphBlog users are welcome/invited to provide their own posts/comments on the contents of Williams’ Form 990 filings as separate contributions in the Form 990 Category of the EphBlog.
Williams College is a 501(c)(3) nonprofit organization under the IRC and, as such, files a Form 990 information return annually with the IRS. These are public documents. Nonprofits are required to make their returns available for public inspection on request, or provide copies of them, at cost, for a period of three years. The IRS requires nonprofits to file their returns within 4 1/2 months after fiscal year end, with the possibility of an automatic extension, on request, for 3 months and a further 3 month extension, at IRS discretion thereafter. Thus, within ca. 10 1/2 months after the end of the nonprofit’s fiscal year, reports must be in the hands of the IRS. As noted below, Williams has been filing electronically for the last few years. The IRS also recommends that nonprofits post their Form 990s on their websites.
The forms tabulated below are in the more or less stable format in use up until 2007. Beginning with reports filed for 2008ff (after several years of deliberation) the format of the Form 990 was revised and expanded in certain respects. Williams Form 990s for this new regime are not yet available. The 2009 Form 990 presumably will be in the new format.
Note that each Williams Form 990 covers the fiscal year from July of the previous year to June of the current year so, e.g., Form 990 for “2007” is the report for the period July, 2006 through June, 2007. It is typically more than a year before the Williams Form 990s show up on Guidestar (some institutions are a good bit faster!). This has to do with submission deadlines, sometimes delayed by requested extensions, and scanning/processing as nonprofit results are conveyed to Guidestar (aka Philanthropic Research Inc.)
Each of the Forms 990 included below should be in “searchable pdf” format — produced from IRS scans by the OCR in Acrobat 8 — for those who like to go right to some issue or other. In this update of the post, I have included indications of when each Form 990 was signed by the Treasurer’s Office at Williams, when it was stamped as received by the IRS Office in Ogden Utah, and when it was scanned for subsequent transmission to Guidestar. Signature dates on the last few Williams submission suggest they were filed right up against the final deadline. The path from the IRS to Guidestar is a bit convoluted, and may be covered in a subsequent post. Note that, as from the 2006 reports, Williams’ submission has been electronic, so therefore the signature and receipt dates are effectively the same, and there is no longer any need for separate scanning. Without further ado, here they are.
(copy provided by IRS on 8/13/09 signed 5/15/09; electronic submission.)
(signed 5/15/08; electronic submission)
(signed 5/15/07; electronic submission)
(signed 5/11/06; received 4/27/07 [ sic !]; scanned 6/1/07)
(signed ? – blacked out; received 5/9/05; scanned 6/7/05)
(signed ? – blacked out; received 4/19/04; scanned 4/30/04)
(signed ? – blacked out; received 3/6/03; scanned 3/27/03)
(signed 2/14/02; received 2/21/02; scanned 3/13/02)
(signed 3/8/01; received 3/15/01; scanned 3/27/01)
(signed 3/31/00; received 4/10/00; scanned 4/13/00)
(signed 2/12/99; received 2/16/99; scanned 3/9/99)
Addendum: EphBlog readers may wish to note the following. The Panel on the Nonprofit Sector’s Principles for Good Governance and Ethical Practice: A Guide for Charities and Foundations, published in October, 2007, stated the following about “Legal Compliance and Public Disclosure:”
Section 7: A charitable organization should make information about its operations, including its governance, finances, programs and activities, widely available to the public….
Another source of transparency and accountability and a key method for communicating about the organization’s work is a website, which can be maintained independently or through another organization. A website should feature the same information recommended for annual reports, with links directly to or instructions on how to request the organization’s most recent IRS Form 990 return and other financial statements (emphasis added)…. (page 12)
End of post.
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