2025-05-15T09:27:02-05:00 2024-06-30 141555429 UHY ADVISORS NORTHEAST INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990 2023-07-01 141338390 EMMA WILLARD SCHOOL EMMA 5188331300 285 PAWLING AVE TROY NY 12180 LAURA BERNARD CFO 5188331300 2025-05-14 1 1 XIAOQIANG ZHANG P01577994 5184493166 2025-05-14 2023 2025-03-06 01:10:19Z JENNIFER C RAO 285 PAWLING AVE TROY NY 12180 121368706 0 X WWW.EMMAWILLARD.ORG X 1814 NY TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12. 24 24 305 24 0 0 21794317 8721432 21997806 22371260 -1618157 10440398 -96149 -70509 42077817 41462581 5948420 5991915 0 0 15229297 16275462 0 0 2493182 13170448 13178993 34348165 35446370 7729652 6016211 279452116 300687330 24682737 26357044 254769379 274330286 EMMA WILLARD SCHOOL IS A PRIVATELY OPERATED SCHOOL FOR GIRLS IN GRADES 9 THROUGH 12 FOR BOARDING AND DAY STUDENTS. 0 0 24862848 5991915 22147370 SECONDARY EDUCATION: PRIVATE HIGH SCHOOL FOR GIRLS FOR APPROXIMATELY 356 STUDENTS. 191028 210544 SUMMER SCHOOL PROGRAMS: SUMMER EDUCATION PROGRAMS FOR APPROXIMATELY 200 STUDENTS. 25053876 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 63 0 1 305 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MS LAURA BERNARD CFO 5188331792 285 PAWLING AVE TROY NY 12180 LINDA GILL ANDERSON TRUSTEE 1.00 X 0 0 0 RACHEL BIRNBOIM TRUSTEE 1.00 X 0 0 0 KAREN BRIFU-LACY TRUSTEE 1.00 X 0 0 0 LAURA DANFORTH TRUSTEE 1.00 X 0 0 0 STEVE GONICK TRUSTEE 1.00 X 0 0 0 WENDY GRAHAM TRUSTEE 1.00 X 0 0 0 KATLYN GRASSO TRUSTEE 1.00 X 0 0 0 BETSY GIFFORD GROSS TRUSTEE 1.00 X 0 0 0 DAVID HOWSON TRUSTEE 1.00 X 0 0 0 MAGGIE JOHNSON TRUSTEE 1.00 X 0 0 0 SAMANTHA JONES 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 JULIE MASSRY-KNOX 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 ROGER TENNENT TRUSTEE 1.00 X 0 0 0 MEGAN TOOHEY-SCREMIN CHAIR 3.00 X X 0 0 0 SUSAN HUNTER VICE CHAIR 3.00 X X 0 0 0 ANN GAMBLING HOFFMAN SECRETARY 3.00 X X 0 0 0 JAMES HACKETT TREASURER 3.00 X X 0 0 0 JENNIFER C RAO HEAD OF SCHOOL 40.00 X 560429 0 149322 VIRGINIA ARBOUR FORMER CHIEF FINANCIAL OFFICER 40.00 X 288848 0 61369 LAURA P BERNARD DIRECTOR OF BUSINESS SERVICES 40.00 X 165316 0 29645 ANN M DEJNOZKA HEAD OF ADVANCEMENT 40.00 X 260390 0 29914 MEREDITH LEGG ACADEMIC DEAN 40.00 X 199005 0 28872 KRISTEN MARIOTTI HEAD OF ENROLLMENT MANAGEM 40.00 X 149253 0 37499 LUCAS MEYERS CHIEF COMMUNICATIONS OFFIC 40.00 X 141319 0 41874 ASHLEY BENNETT DIRECTOR OF COLLEGE COUNSELING 40.00 X 126189 0 40361 1890749 0 418856 20 0 1 0 CONSIGLI CONSTRUCTION CO INC 3 LEAR JET LANE SUITE 201S LATHAM NY 12110 CONSTRUCTION 25139461 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 1132835 CULINART GROUP 6 INTERNATIONAL DR 1ST FLOOR SUITE RYE BROOK NY 10573 FOOD SERVICES 995084 ANNUM ANN BEHA ARCHITECTS 33 KINGSTON ST BOSTON MA 02111 ARCHITECT 612654 C&W SERVICES 117 KENDRICK ST STE 250 NEEDHAM MA 02494 HOUSEKEEPING 568948 21 8721432 2453726 8721432 TUITION AND FEES 611110 21824096 21824096 MISCELLANEOUS 900099 332000 332000 AUXILIARY ENTERPRISES 721310 215164 215164 22371260 3378980 3378980 86496969 175451 79547560 63442 6949409 112009 7061418 7061418 34715 132183 -97468 -97468 189899 162940 26959 26959 41462581 22371260 0 10369889 5991915 5991915 1075373 1075373 11166351 7674224 2072181 1419946 1188520 892531 133361 162628 1965657 1452782 248164 264711 879561 613054 154803 111704 157986 157986 67913 67913 970382 970382 2445908 2214126 217731 14051 182825 182825 369678 32301 277036 60341 298568 298568 2164644 1508757 380977 274910 415615 280594 75954 59067 210156 133577 23452 53127 482550 482550 3560158 3271882 265781 22495 599853 16000 583853 OTHER EXPENSES 859081 645740 172909 40432 SUPPLIES 293485 267147 19813 6525 MEMBERSHIPS 100191 59246 37700 3245 35446370 25053876 7899312 2493182 48721370 31061292 13089361 12458358 7377 3907 139316 135949 139934 147274 132883177 78283228 32061991 54599949 161886531 169660292 22925720 32153023 480516 467286 279452116 300687330 6783543 8924001 5025706 5889235 12873488 11543808 24682737 26357044 X 57854768 83001974 196914611 191328312 254769379 274330286 279452116 300687330 6016211 13544696 0 X 0 1 X 1 0 X 3819087 9412640 16733277 21794317 8721432 60480753 3819087 9412640 16733277 21794317 8721432 60480753 17636982 42843771 1044110 692223 1431423 2560177 3378980 9106913 69587666 101068757 0.61570 0.57170 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 180478362 2275452 21430026 6028974 970382 197184484 166836050 5175825 14677484 5278644 932353 180478362 189678025 8108241 -25469895 4263420 1216901 166836050 103584846 62402183 28451572 4206044 554532 189678025 105569594 591486 1610679 3686587 500326 103584846 0.14345 0.85655 0 0 253619 253619 113080791 61602989 51477802 9192522 7921813 1270709 10356245 8758426 1597819 54599949 INVESTMENTS IN FOREIGN CORPORATIONS 32153023 F 32153023 48340103 13544696 295123 13839819 34500284 6962297 6962297 41462581 28779196 295123 295123 28484073 6962297 6962297 35446370 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 162,940. FUNDRAISING EVENT EXPENSES 132,183. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,991,915. INVESTMENT FEES 970,382. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE COST OF SALES 162,940. FUNDRAISING EVENT EXPENSES 132,183. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,991,915. INVESTMENT FEES 970,382. 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 32153023 0 0 0 0 0 0 32153023 0 32153023 0 0 1 0 0 0 ANNUAL REUNION 34715 34715 24242 48657 59284 34715 34715 24242 48657 59284 132183 -97468 1 SCHOLARSHIPS 155 5991915 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 560429 0 0 0 0 0 54783 0 94539 0 709751 0 0 0 VIRGINIA ARBOUR FORMER CHIEF FINANCIAL OFFICER 288848 0 0 0 0 0 37230 0 24139 0 350217 0 0 0 ANN M DEJNOZKA HEAD OF ADVANCEMENT 260390 0 0 0 0 0 26214 0 3700 0 290304 0 0 0 MEREDITH LEGG ACADEMIC DEAN 199005 0 0 0 0 0 19992 0 8880 0 227877 0 0 0 LAURA P BERNARD DIRECTOR OF BUSINESS SERVICES 165316 0 0 0 0 0 17288 0 12357 0 194961 0 0 0 KRISTEN MARIOTTI HEAD OF ENROLLMENT MANAGEM 149253 0 0 0 0 0 15530 0 21969 0 186752 0 0 0 LUCAS MEYERS CHIEF COMMUNICATIONS OFFIC 141319 0 0 0 0 0 15084 0 26790 0 183193 0 0 0 ASHLEY BENNETT DIRECTOR OF COLLEGE COUNSELING 126189 0 0 0 0 0 13571 0 26790 0 166550 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 10193188 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 51 2453726 FMV 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