Williams Affected by Financial Downturn

<p>I suppose no college/university, however great their endowment, is safe from the financial downturn.</p>

<p>To the Williams Community,</p>

<p>As you would expect, much of our just-ended meeting of the Board of Trustees
focused on current economic uncertainties and how they might affect the
College and its members.</p>

<p>Recent swings in financial markets have been dramatic and no one knows how
long it'll take them to settle. Some things are clear, though. One is that
well-endowed institutions like Williams are in a relatively strong position.
Among the benefits of a healthy endowment is that it helps us weather
difficult economic times. We're fortunate that Williams leaders over the
decades have been careful stewards of the endowment‹growing it with
reasonable risk and saving money when economic times were good. We benefit,
too, from having such strong support from alumni, parents, and friends.</p>

<p>It's also clear, however, that, despite our relatively strong position, our
situation has changed. The College's three main sources of revenue are
endowment income, gifts, and student charges. When setting the College's
annual budgets, we project that the endowment will return over the long term
at an annual rate of eight percent. In the last fiscal year, though, its
return was minus one percent and since June 30 all world markets have
dropped precipitously further. While we haven't yet seen a substantial
effect on giving to the College, it's reasonable to expect that global
economic uncertainty will dampen it for some time. Finally, as unemployment
rises, some of our families will find it harder to pay student charges.</p>

<p>Also clear are the institutional values we must use in planning how to
weather this storm. Our first priority will be to protect current and future
Williams families. We'll maintain our financial aid programs and extend
help to those whose changed circumstances reduce their ability to pay.
Second, we'll remain committed to current faculty and staff. We foresee no
layoffs and we understand the importance to Williams of competitive
standards of compensation. However, spending at current levels in the face
of reduced income would be irresponsible. We need to protect the endowment
so that the students of the future can experience the same quality of
education as the students of today.</p>

<p>With this background and with these principles as guides, here are the steps
the College has decided to take:</p>

<p>1) Postpone for a year the renovation of Weston Field and the remainder of
the Stetson-Sawyer project. This will preserve capital, put off additional
debt interest payments, and provide time to better understand the depth and
breadth of the economic downturn.</p>

<p>2) Reduce spending on other facilities renewal by around $3 million. We
have very little deferred maintenance, so pushing some of this work off to
the future makes sense when times are tight.</p>

<p>3) Not fill newly open positions except those deemed most essential. The
Committee on Appointments and Promotions will review faculty searches that
had previously been authorized. As new faculty openings occur, the CAP will
determine which few, if any, should be filled immediately. Likewise for
staff openings such recommendations will be made to Senior Staff by the
Human Resources Office and Provost's Office working together. How long
these positions remain open will depend on the time it takes for the
College's revenue to stabilize. That's likely to be many months and in the
case of some positions it could be years before we'll be confident enough to
fill them.</p>

<p>You'll notice that these steps are less like switches that are either on or
off, and are more like dials that can be adjusted as the economic situation
changes.</p>

<p>In addition, in the weeks to come there will be many discussions among all
parts of the College to focus on other steps we can take. One possible
example would be increasing the size of each entering class by a modest
amount. We'll also need to find other ways to control spending this year
and going forward and will use current governance and administrative
structures to solicit ideas from faculty, staff, and students.</p>

<p>We'll need to be creative in devising these plans and thoughtful about how
they affect individuals. In particular, we'll need to be sensitive to those
among us who may be most directly hit by changes in the economy. I hope
we'll all be especially aware of how students are affected by changes in
their families' circumstances and be prepared to offer support.</p>

<p>Given the resources at our disposal and the intelligence and goodwill of the
College community, I am confident that we'll be able to manage our ride
through this turbulence in a way that's true to our institutional values and
that will position Williams to emerge from the other side as strong as ever.</p>

<p>Regards,
M. Schapiro
President</p>

<p>We attended the "Fall Family Days" this past weekend, and the college president gave a talk that included some Q&A about this memo. One part that had made a few parents and alumni concerned was the bit about increasing the number of students. Morty (the president) said that the number he had in mind was about five extra students each year for the next four years - so a short-term increase to the student population of about twenty students. Each class has about 538 students right now, so this would bring each class to about 543.</p>

<p>His thinking is that the marginal cost of adding the students is close to zero, since there is extra space in the dorms and in classes, and the marginal benefit through increased revenue would be really helpful during the economic downturn. He thinks that the addition of this many students would not make the campus community feel too large.</p>

<p>We were at Morty's Q&A, too. I thought the whole business about adding 20 students over 4 years was a little strange, as by his own admission it would net the college about $600,000 in the fourth year (10 kids at 100% pay; 10 kids at 20% pay), which isn't really very much.</p>

<p>Hope you made it to Frosh Revue (unlike Morty). My S was in it.</p>

<p>I loved the Frosh Revue. Every one of the performers was great. Congratulations to your S for making it into the group - I heard that the competition was intense.</p>

<p>I guess $600,000 must be worth it. This would make sense if the downturn lasts for awhile and they need to find a lot of small-scale savings because there isn't any single big savings that wouldn't be detrimental to the program. </p>

<p>I was interested in the comments Morty made about how they're trying to improve the out-of-classroom learning experience. Do you know what he meant by that? It sounded like it could make an interesting topic for another discussion.</p>

<p>Calreader,</p>

<p>Yeah, that whole business about the housing system and the college's responsibility to provide a good non-academic atmosphere and how schools got away from that idea in the 80's and 90's? I have to say that I have only the dimmest understanding of the housing system except that it's new and by everyone's admission, not perfect. </p>

<p>Did you go to the Study Abroad session? The whole process sounds a little complicated.</p>

<p>Thanks about the Frosh Revue comments. We, of course, loved it (all 3 performances we attended!) I don't know anything about the competition (though I did wonder), because S never tells us anything. I was actually surprised at how G rated it was - S told us when we were there that the sophomore directors exercised a pretty heavy self-censorship.</p>

<p>1) I think Morty's letter has triggered more concern than he intended or than is warranted. Williams College financials are sound.</p>

<p>2) The whole housing issue is probably too complicated to explain. In a nutshell, Morty was attempting to address some campus culture and social scene issues by imposing a new "neighborhood" housing system designed to minimize de facto segregation, i.e. all geeks in one dorm, all theater kids in another, jocks in another, and so forth. Ironically, the students who felt most disenfranchised by the old social scene probably lost the most with the new housing system as it broke up their self-segregated housing quad and parallel social scene. Morty's heart is in the right place. It's just a dificult challenge. Older alumni note the irony of the "new" housing system being largely the same as the one abandoned in the 1970s.</p>

<p>3) Williams offers one of the most comprehensive lists of available study abroad options I've seen. The lenghty list of pre-approved programs includes most of the good study abroad options around the world. I don't think the process is terrribly complex. Financially, it is most beneficial to full-tuition students who may find that a semester abroad saves them money. As a parent, I would recommend studying the list of programs and initiating a conversation with your student about your expections for a study abroad semester viz-a-viz the tens of thousands of dollars you will pay. IMO, not enough students stop to consider breathtaking options beyond the conventional semester in Europe.</p>

<p>For example, the IHP programs are approved by Williams, Williams students routinely participate in these multi-continent programs, but many would never even know that options like this exist where the students spend five weeks each on three continents (e.g. Buenos Aires, Beijing/Shanghai, Bangalore):</p>

<p>IHP</a> Cities in the 21st Century
IHP</a> Health and Community</p>

<p>Here's the link to all 150 approved programs at Williams:</p>

<p>Williams</a> College :: Office of the Dean - Williams College Guide to Study Abroad</p>

<p>Well, maybe more will be revealed to us eventually about the issue of the non-academic atmosphere.</p>

<p>I missed the Study Abroad session but got a report on it from another parent. This seems so far away in time (junior year!) that I don't think I absorbed the information at all, so I hope there's a good write-up somewhere. (Cross-posted with above - good, there is a write-up.)</p>

<p>
[quote]
...because S never tells us anything

[/quote]
:-)</p>

<p>I think I heard that about 60 people tried out for the 10 spots.</p>

<p>Well, I guess if S decides to go abroad I'll find out more about the process in a year. However, he is NOT a full pay student and therefore we have to look carefully at cost, which with today's scary exchange rate volatility, might be chancy. I'm a little disappointed with Williams' policy in regard to FA and study abroad. Colgate, where D attends, has nowhere near the financial resources of Williams, and yet when she went to London, it increased her FA accordingly (and based on a COA beyond that of attending at Colgate) because of the increased cost.</p>

<p>I do appreciate the links.</p>

<p>As far as Williams' current financial situation goes, I also assume it's in good shape, which is why I thought Morty's extended discussion (at the family days session) about additional students was odd - after all by his own admission, at some point additional students infringe on the Williams experience and the additional net income is very low compared to the overall budget.</p>

<p>IntD, thanks for the links & your comments. Not only are they useful, but it's nice to read something positive.</p>

<p>DofB&G- I took a look at the financial aid section in the study abroad link that ID provided. My guess is that it's not been updated, thus not totally accurate, because it refers to loans, which are not part of the basic fin aid package. So, when it makes sense, inquire further. I agree that currency exchange down the line might not be advantageous, which could impact expenses beyond tuition, etc.</p>

<p>Also, unrelated to this thread, I noticed that you like diners under the thread re: restaurants. Try Benn's in Bennington next time you're near Williamstown.</p>

<p>By Shapiro's best guesstimate, Williams' endowment is at $1.3 billion (down over $500 million from a high of $1.9 billion). It appears as though getting rid of need blind admissions for international students is on the table.</p>

<p>The</a> Williams Record - Articles</p>

<p>DadofB&G -- S is Williams junior, spending fall term abroad. The study abroad program at Williams is very much self-service. School approves many good programs, but aside from Williams/Oxford (full year), none are ``Williams'' programs, but rather are adminstered by other colleges and universities. Students must take it upon themselves to research programs and seek approval from Williams's overworked study abroad advisors. It is not the smoothest process at the school, but seems to work itself out, as very high percentage of Williams study abroad and satisfaction rate is high.</p>

<p>Two other things:</p>

<p>1) Study abroad programs are generally not academically rigorous when compared to Williams, but rather culturally enlightening. This has long been the case. It might bother some parents paying for eight semesters at Williams. However, S has had a once-in-a-lifetime experience.
2) It is worth paying attention to cost on study abroad programs. Some can be more costly than a semester at Williams and Williams does not promise otherwise.</p>

<p>I don't know how FA works, as we are (sadly) paying full sticker.</p>

<p>And junior year will be here before you know it!</p>