2023-05-15T15:58:58-05:00 2022-06-30 141555429 UHY ADVISORS NY INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990 2021-07-01 141338390 EMMA WILLARD SCHOOL EMMA 5188331300 285 PAWLING AVE TROY NY 12180 VIRGINIA ARBOUR CFO 5188331300 2023-05-15 1 VIRGINIA ARBOUR XXX-XX-XXXX XIAOQIANG ZHANG P01577994 5184493166 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JENNIFER C RAO 285 PAWLING AVE TROY NY 12180 150996036 0 X WWW.EMMAWILLARD.ORG X 1814 NY TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12. 20 20 231 20 0 0 109412640 16733277 15965296 21515302 11785295 2959453 73735 -86160 137236966 41121872 4377280 5835410 0 0 12404323 13871873 0 0 2504223 10969018 13666141 27750621 33373424 109486345 7748448 275716852 254119279 25414717 24867265 250302135 229252014 EMMA WILLARD SCHOOL IS A PRIVATELY OPERATED SCHOOL FOR GIRLS IN GRADES 9 THROUGH 12 FOR BOARDING AND DAY STUDENTS. 0 0 22793764 5835410 21418642 SECONDARY EDUCATION: PRIVATE HIGH SCHOOL FOR GIRLS FOR APPROXIMATELY 355 STUDENTS. 72100 96660 SUMMER SCHOOL PROGRAMS: SUMMER EDUCATION PROGRAMS FOR APPROXIMATELY 200 STUDENTS. 22865864 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 51 0 1 231 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MS VIRGINIA ARBOUR CFO 5188331792 285 PAWLING AVE TROY NY 12180 AGNES BOGDAN CHAPSKI TRUSTEE 1.00 X 0 0 0 JAMES DAWSON TRUSTEE 1.00 X 0 0 0 STEPHEN GONICK TRUSTEE 1.00 X 0 0 0 WENDY GRAHAM TRUSTEE 1.00 X 0 0 0 JAMES HACKETT TRUSTEE 1.00 X 0 0 0 ANN GAMBLING HOFFMAN TRUSTEE 1.00 X 0 0 0 SHARON KHANUJA-DHALL TRUSTEE 1.00 X 0 0 0 WENDY SHUANG LIU TRUSTEE 1.00 X 0 0 0 SARAH KLINGENSTEIN MARTELL TRUSTEE 1.00 X 0 0 0 DENISE MORMINO TRUSTEE 1.00 X 0 0 0 BETTS HOWES MURRAY TRUSTEE 1.00 X 0 0 0 LISA RADCLIFFE TRUSTEE 1.00 X 0 0 0 JENNIFER SCHMELTER TRUSTEE 1.00 X 0 0 0 MEGAN TOOHEY SCREMIN TRUSTEE 1.00 X 0 0 0 THOMAS STERNAL TRUSTEE 1.00 X 0 0 0 TIMOTHY WINSTEAD TRUSTEE 1.00 X 0 0 0 ELISABETH ALLEN LEFORT CHAIR 3.00 X X 0 0 0 SUSAN HUNTER VICE CHAIR 3.00 X X 0 0 0 KATHARINE BERRY MONAHAN SECRETARY 3.00 X X 0 0 0 ELIZABETH GIFFORD GROSS TREASURER 3.00 X X 0 0 0 JENNIFER C RAO HEAD OF SCHOOL 40.00 X 478875 0 134295 VIRGINIA ARBOUR CHIEF FINANCIAL OFFICER 40.00 X 272728 0 57420 ANN M DEJNOZKA HEAD / ADVANCEMENT 40.00 X 211745 0 22675 LAURA P BERNARD DIRECTOR / BUSINESS SERVICES 40.00 X 156612 0 28515 MEREDITH LEGG ACADEMIC DEAN 40.00 X 176969 0 26253 SHELLEY L MAHER DEAN OF STUDENTS 40.00 X 118740 0 19566 JOHN R SISE DIRECTOR / GIFT PLANNING 40.00 X 112833 0 16854 1528502 0 305578 15 0 1 0 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 1502930 ANN BEHA ARCHITECTS INC 33 KINGSTON ST BOSTON MA 02111 ARCHITECT 543898 C&W SERVICES 4002 SOLUTIONS CTR CHICAGO IL 60677 HOUSEKEEPING 492067 RENSSELAER POLYTECHNIC INSTITUTE 110 8TH ST TROY NY 12180 COVID TESTING 243687 WHITEMAN OSTERMAN & HANNA ONE COMMERCE PLZ ALBANY NY 12260 LEGAL SERVICES 216391 11 138495 16594782 934088 16733277 TUITION AND FEES 611110 21155891 21155891 MISCELLANEOUS 900099 262501 262501 AUXILIARY ENTERPRISES 721310 96910 96910 21515302 1431423 1431423 111061722 6000 109539692 0 1522030 6000 1528030 1528030 35357 162695 -127338 -127338 212955 171777 41178 41178 41121872 21515302 0 2873293 5835410 5835410 952101 952101 9436312 6510361 1655191 1270760 967363 743875 87947 135541 1767618 1296032 235437 236149 748479 521690 131732 95057 198678 198678 49040 49040 1216901 1216901 2498025 1994099 267752 236174 254546 254546 338051 32359 219659 86033 335104 335104 1821229 1269397 320536 231296 271533 160690 76770 34073 243108 127378 16301 99429 589450 589450 3749552 3445846 281209 22497 533801 28233 505568 OTHER EXPENSES 789662 546368 206618 36676 SUPPLIES 673909 301983 358035 13891 MEMBERSHIPS 103552 52143 44762 6647 33373424 22865864 8003337 2504223 1 50634065 50431161 1982797 4818504 18682 6865 81424 117497 88972 140521 98604893 71445337 27992023 27159556 175396950 150773726 19155659 20255040 366280 416408 275716852 254119279 5159523 5004841 4882348 5709257 15372846 14153167 25414717 24867265 X 54163155 47144114 196138980 182107900 250302135 229252014 275716852 254119279 7748448 -28798569 0 X 0 1 X 1 0 X 4157269 2574276 3819087 9412640 16733277 36696549 4157269 2574276 3819087 9412640 16733277 36696549 9973866 26722683 2367714 1218979 1044110 692223 1431423 6754449 43450998 94913620 0.61500 0.59710 X PARTS I AND II, PUBLIC CHARITY STATUS AND SUPPORT SCHEDULE EMMA WILLARD SCHOOL QUALIFIES AS A PUBLIC CHARITY AS A SCHOOL DESCRIBED IN THE INTERNAL REVENUE CODE, SECTION 170(B)(1)(A)(II). THE PUBLIC SUPPORT SCHEDULE IN PART II HAS BEEN COMPLETED TO SHOW THAT THE SCHOOL ALSO MEETS THE ONE-THIRD PUBLIC SUPPORT TEST OF SECTION 509(A)(1), AND QUALIFIES TO USE THE SPECIAL RULE IN ITS SCHEDULE B PRESENTATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 189678025 8108241 -25469895 4263420 1216901 166836050 103584846 62402183 28451572 4206044 554532 189678025 105569594 591486 1610679 3686587 500326 103584846 103767046 1418549 3973797 3171760 418038 105569594 100991007 601913 6495556 3749871 571559 103767046 0.15831 0.84169 0 0 253619 253619 79836544 56420666 23415878 8314713 6702300 1612413 10200017 8322371 1877646 27159556 INVESTMENTS IN FOREIGN CORPORATIONS 20255040 F 20255040 5605464 -28798569 334472 -28464097 34069561 7052311 7052311 41121872 26655585 334472 334472 26321113 7052311 7052311 33373424 PART V, LINE 4: INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: ENDOWMENT FUNDS ARE USED TO SUPPORT THE EDUCATIONAL MISSION AND ACTIVITIES OF THE SCHOOL. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE COST OF SALES 171,777. FUNDRAISING EVENT EXPENSES 162,695. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,835,410. INVESTMENT FEES 1,216,901. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE COST OF SALES 171,777. FUNDRAISING EVENT EXPENSES 162,695. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,835,410. INVESTMENT FEES 1,216,901. 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES FUNDING FROM NEW YORK STATE FOR CERTAIN MANDATED SERVICES AND ACTIVITIES. THIS FUNDING IS DISCLOSED IN FORM 990, PART VIII ON LINE 1E AS GOVERNMENT GRANTS CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 FOREIGN INVESTMENTS 20255040 0 0 0 0 0 0 20255040 0 20255040 0 0 1 0 0 0 PART III ACCOUNTING METHOD: ANNUAL REUNION 35357 35357 88955 67296 6444 35357 35357 88955 67296 6444 162695 -127338 1 SCHOLARSHIPS 152 5835410 PART I, LINE 2: PROCEDURES FOR MONITORING USE OF GRANT FUNDS: SCHOLARSHIPS ARE APPLIED DIRECTLY TO TUITION ACCOUNTS. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JENNIFER C RAO HEAD OF SCHOOL 478875 0 0 0 0 0 65799 0 68496 0 613170 0 0 0 VIRGINIA ARBOUR CHIEF FINANCIAL OFFICER 272728 0 0 0 0 0 34091 0 23329 0 330148 0 0 0 ANN M DEJNOZKA HEAD / ADVANCEMENT 211745 0 0 0 0 0 21175 0 1500 0 234420 0 0 0 MEREDITH LEGG ACADEMIC DEAN 176969 0 0 0 0 0 17697 0 8556 0 203222 0 0 0 LAURA P BERNARD DIRECTOR / BUSINESS SERVICES 156612 0 0 0 0 0 15661 0 12854 0 185127 0 0 0 PART I, LINE 1A HEAD OF SCHOOL IS PROVIDED A PERSONAL RESIDENCE ON SCHOOL PREMISES FOR USE FOR THE CONVENIENCE OF THE SCHOOL AND AS A CONDITION OF EMPLOYMENT. FAIR RENTAL VALUE AND UPKEEP EXPENSES ARE INCLUDED AS NONTAXABLE BENEFITS TO THE EXTENT ALLOCABLE TO NONBUSINESS USE. A RENSSELAER COUNTY INDUSTRIAL DEVELOPMENT AGENCY 141614433 759921ET2 2015-08-19 21223188 RENOVATION PROJECTS 0 0 0 A 21223188 420000 20803188 2016 1 0 1 1 A 0 0 1 1 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 35 934088 FMV 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY INTERNAL MANAGEMENT. THE COMMITTEE ON FINANCE AND AUDIT REVIEWS THE FORM 990. A COPY OF THE FORM 990 IS THEN PROVIDED TO THE GOVERNING BODY PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST PROCEDURES: THE BOARD OF TRUSTEES RECEIVES A CONFLICT OF INTEREST QUESTIONNAIRE TO COMPLETE AT EACH OCTOBER BOARD MEETING. THE COMPLETED QUESTIONNAIRES ARE COLLECTED AND REVIEWED BY THE CFO. IF THERE IS AN ACTUAL OR POTENTIAL CONFLICT IT IS DISCLOSED TO THE CHAIR OF THE BOARD OF TRUSTEES SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCEDURES: THE CHAIR, TREASURER, SECRETARY AND ANY CHAIR-ELECT AND VICE CHAIR OF THE BOARD OF TRUSTEES SHALL TOGETHER CONSTITUTE A COMMITTEE ON COMPENSATION THAT SHALL: (1) ESTABLISH AND REVIEW ANNUALLY GUIDELINES FOR AND COMPENSATION OF THE HEAD OF SCHOOL (CEO) AND ALL SENIOR ADMINISTRATORS REPORTING TO THE HEAD AND ANY EXECUTIVES WHOSE SALARIES ARE REPORTED ON THE SCHOOL'S FORM 990 (2) REVIEW AND APPROVE CASH AND NO-CASH COMPENSATION PACKAGES FOR NEW AND EXISTING EMPLOYEES WHO FALL WITHIN SUBPART (1) HEREOF, INCLUDING REVIEW AND APPROVAL OF UNBUDGETED SALARY ACTIONS AND/OR PROMOTIONS (3) ADVISE THE BOARD OF TRUSTEES IN THE HIRING OF THE HEAD AND THE HEAD'S COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC ACCESS TO DOCUMENTS: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHARITABLE REMAINDER UNITRUST (1) INVESTMENT NY T 0 POOLED INCOME FUND (1) INVESTMENT NY T 0 SEGREGATED GIFT ANNUITY FUND (1) INVESTMENT NY T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0