2020-06-01T16:46:56-05:00 2019-06-30 141555429 UHY ADVISORS NY INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990 2018-07-01 141338390 EMMA WILLARD SCHOOL EMMA 5188331300 285 PAWLING AVE TROY NY 12180 VIRGINIA ARBOUR CFO 5188331300 2020-05-28 1 XIAOQIANG ZHANG P01577994 5184493166 2020-05-28 209.99.101.4 2020-05-28 09:33:24 ED P BC08E7E4142069D4B3EC7C61A7646791AEAABA56 93F9E8AA369166CBE647ECEF2B865D792BADA757 2018 2020-11-19 02:30:22Z JENNIFER C RAO 285 PAWLING AVE TROY NY 12180 46771279 0 X WWW.EMMAWILLARD.ORG X 1814 NY TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12. 24 24 250 24 0 0 4157269 2574276 18638279 19517250 8319596 3708655 49413 -39160 31164557 25761021 4218595 4425780 0 0 10766752 12119647 0 0 1451004 10883047 10621634 25868394 27167061 5296163 -1406040 154345275 154194309 28004596 27611042 126340679 126583267 EMMA WILLARD SCHOOL IS A PRIVATELY OPERATED SCHOOL FOR GIRLS IN GRADES 9 THROUGH 12 FOR BOARDING AND DAY STUDENTS. 0 0 19857342 4425780 18960067 SECONDARY EDUCATION: PRIVATE HIGH SCHOOL FOR GIRLS FOR APPROXIMATELY 359 STUDENTS. 255885 495878 SUMMER SCHOOL PROGRAMS: SUMMER EDUCATION PROGRAMS FOR APPROXIMATELY 400STUDENTS. 55401 77671 SCHOOL STORE, SPECIAL EVENTS AND OTHER ACTIVITIES 20168628 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 0 0 0 0 1 39 0 1 250 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 VIRGINIA ARBOUR CFO 5188331792 285 PAWLING AVE TROY NY 12180 JOSE ALMEIDA TRUSTEE 1.00 X 0 0 0 AGNES BOGDAN CHAPSKI TRUSTEE 1.00 X 0 0 0 JANE COHEN FREEDMAN TRUSTEE 1.00 X 0 0 0 RICHARD GARDINER TRUSTEE 1.00 X 0 0 0 STEVEN GONICK TRUSTEE 1.00 X 0 0 0 ANN GAMBLING HOFFMAN TRUSTEE 1.00 X 0 0 0 JYH-HORNG HSU 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 MEREDITH MANNING TRUSTEE 1.00 X 0 0 0 SARAH MCCARTHEY TRUSTEE 1.00 X 0 0 0 GARY MITTLEMAN 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 ARMANDO TORRADO TRUSTEE 1.00 X 0 0 0 HEATHER LEIGH WELLS TRUSTEE 1.00 X 0 0 0 TIMOTHY WINSTEAD TRUSTEE 1.00 X 0 0 0 SUSAN HUNTER CHAIR 3.00 X X 0 0 0 ELISABETH ALLEN LEFORT CHAIR-ELECT 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 321787 0 56509 VIRGINIA ARBOUR CHIEF FINANCIAL OFFICER 40.00 X 179961 0 45339 PETER MCCORKLE CHIEF ADMIN OFFICER 40.00 X 148174 0 44138 JAMIE FURGANG HEAD / ENROLLMENT MANAGEMENT 40.00 X 140699 0 40555 KENT JONES DIRECTOR/COLLEGE COUNSELLING 40.00 X 119122 0 36313 LISA MCGRATH DIRECTOR / TALENT MANAGEMENT 40.00 X 114208 0 25175 MEREDITH R LEGG ACADEMIC DEAN 40.00 X 112758 0 21166 1136709 0 269195 8 0 1 0 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 1336235 VMJR COMPANIES LLC PO BOX 578 GLENS FALLS NY 12801 CONSTRUCTION 1102985 C&W SERVICES 4002 SOLUTIONS CENTER CHICAGO IL 60677 HOUSEKEEPING 462764 NORTHEAST SHUTTLE LLC 360 5TH AVE TROY NY 12182 TRANSPORTATION 108028 VILLANTI PRINTERS 15 CATAMOUNT DR MILTON VT 05468 PRINTING 105823 5 2574276 325112 2574276 TUITION AND FEES 611110 18960067 18960067 AUXILIARY ENTERPRISES 721310 557183 557183 19517250 1218979 1218979 23222470 20732794 2489676 2489676 2489676 56029 116876 -60847 -60847 165909 160588 5321 5321 MISCELLANEOUS 900099 16366 16366 16366 25761021 19533616 0 3653129 4425780 4425780 603596 603596 7952187 5865099 1238903 848185 830463 615023 120929 94511 2115245 1695477 264997 154771 618156 439866 114196 64094 72293 72293 40800 40800 418038 418038 2398427 2208633 144666 45128 151559 1207 150352 306436 47229 206475 52732 303100 83992 218531 577 391969 361076 28482 2411 527282 354465 111323 61494 228648 111520 39396 77732 752825 752825 3451940 3172426 257702 21812 347364 21000 326364 SUPPLIES 484779 435675 40385 8719 MEMBERSHIPS 97221 45934 44757 6530 TRAINING & PROFESSIONAL 80526 78648 1870 8 BAD DEBT 54420 54420 514007 205578 296129 12300 27167061 20168628 5547429 1451004 10665246 9980444 4344649 2274827 197885 153080 110182 87624 191993 191833 92639827 61384709 31752112 31255118 95385855 99389805 11292327 10452458 405026 409120 154345275 154194309 4380825 5417042 4931887 4556795 18691884 17637205 28004596 27611042 X 41273339 41394266 21020180 21928091 64047160 63260910 126340679 126583267 154345275 154194309 -1406040 1648628 0 X 0 1 X 1 0 X 19227221 3481092 4695139 4157269 2574276 34134997 19227221 3481092 4695139 4157269 2574276 34134997 17663528 16471469 5398453 132403 4664766 2367714 1218979 13782315 47917312 0.34370 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 103767046 1418549 3973797 3171760 418038 105569594 100991007 601913 6495556 3749871 571559 103767046 93412266 277289 11152541 3446690 404399 100991007 96979022 9321739 -3142859 9506678 238958 93412266 91420626 7340618 2347235 3686647 442810 96979022 0.26990 0.59510 0.13500 0 0 253619 253619 75247120 48319564 26927556 7208773 6172529 1036244 9930315 6892616 3037699 31255118 INVESTMENTS IN LIMITED PARTNERSHIPS 10452458 F 10452458 22843295 1648628 277464 1926092 20917203 418038 4425780 4843818 25761021 22600707 277464 277464 22323243 418038 4425780 4843818 27167061 PART V, LINE 4: INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: THE ENDOWMENT FUNDS SUPPORT THE EDUCATIONAL MISSION AND ACTIVITIES OF THE SCHOOL. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 160,588. FUNDRAISING EVENT EXPENSES 116,876. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,425,780. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 160,588. FUNDRAISING EVENT EXPENSES 116,876. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,425,780. 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT IN POOLED INCOME FUNDS 10452458 0 0 0 0 0 0 10452458 0 10452458 0 0 0 0 1 0 ANNUAL REUNION 56029 56029 38774 78102 56029 56029 38774 78102 116876 -60847 1 SCHOLARSHIPS 147 4425780 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 321787 0 0 0 0 0 27500 0 29009 0 378296 0 0 0 VIRGINIA ARBOUR CHIEF FINANCIAL OFFICER 179961 0 0 0 0 0 23490 0 21849 0 225300 0 0 0 PETER MCCORKLE CHIEF ADMIN OFFICER 148174 0 0 0 0 0 15594 0 28544 0 192312 0 0 0 JAMIE FURGANG HEAD / ENROLLMENT MANAGEMENT 140699 0 0 0 0 0 14718 0 25837 0 181254 0 0 0 KENT JONES DIRECTOR/COLLEGE COUNSELLING 119122 0 0 0 0 0 15727 0 20586 0 155435 0 0 0 PART I, LINE 1A PERSONAL SERVICES: HOUSEKEEPING SERVICES ARE PROVIDED IN CONJUNCTION WITH THE HOUSING PROVIDED BY THE SCHOOL. 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 31 325112 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.