2015-02-06T14:02:39-06:00 2014-06-30 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2013-07-01 141338390 EMMA WILLARD SCHOOL EMMA 5188331300 285 PAWLING AVENUE TROY NY 12180 ANDREW C ELLIS CFO 5188331300 2015-02-03 1 TERRI CONRAD REGAN P00449706 5184644080 2015-02-03 2013 2016-02-25 16:41:14Z ANDREW C ELLIS 285 PAWLING AVE TROY NY 12180 61474852 0 X WWW.EMMAWILLARD.ORG X 1814 NY TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12. 29 26 221 29 0 0 4479329 4237321 14161944 15209468 4567310 5324172 152 -278951 23208735 24492010 3968536 4203615 0 0 8981448 9401544 0 0 1613539 9957818 10382861 22907802 23988020 300933 503990 137472878 143391318 36456794 35464783 101016084 107926535 EMMA WILLARD SCHOOL IS A PRIVATELY OPERATED SCHOOL FOR GIRLS IN GRADES 9 THROUGH 12 FOR BOARDING AND DAY STUDENTS. 0 0 17457546 4203615 15119453 SECONDARY EDUCATION: PRIVATE HIGH SCHOOL FOR GIRLS (APPROXIMATELY 328 STUDENTS) 80815 147516 SUMMER SCHOOL PROGRAMS: SUMMER EDUCATION PROGRAMS FOR APPROXIMATELY 400 STUDENTS. 17538361 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 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 66 0 1 221 1 0 0 0 0 0 0 0 0 0 0 X 29 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANDREW C ELLIS 5188331792 285 PAWLING AVENUE TROY NY 12180 DEBRA SPIRO-ALLEN FACULTY TRUSTEE 40.00 X 60714 0 12505 DEBORA FREEDMAN CLOWER BOARD MEMBER 0.00 X 0 0 0 PHILLIP BERNSTEIN BOARD MEMBER 0.00 X 0 0 0 JAMES D BRASSORD BOARD MEMBER 0.00 X 0 0 0 GLENN H EPSTEIN TREASURER 0.00 X X 0 0 0 AGNES BOGDAN CHAPSKI BOARD MEMBER 0.00 X 0 0 0 ANNE N DEPREZ CHAIR 0.00 X X 0 0 0 PHILIP CIFARELLI BOARD MEMBER 0.00 X 0 0 0 KATHLEEN VAN DE LOO BOARD MEMBER 0.00 X 0 0 0 KATHRIN PHELAN MIDGLEY BOARD MEMBER 0.00 X 0 0 0 JUDITH A KLEINER INCOMING CHAIR 0.00 X X 0 0 0 ELISABETH ALLEN LEFORT BOARD MEMBER 0.00 X 0 0 0 WENDY PESTEL LEHMANN BOARD MEMBER 0.00 X 0 0 0 ERICA H LING BOARD MEMBER 0.00 X 0 0 0 ANNE GAMBLING HOFFMAN BOARD MEMBER 0.00 X 0 0 0 MICHAEL MCKENNA BOARD MEMBER 0.00 X 0 0 0 FARAH JAFFER BOARD MEMBER 0.00 X 0 0 0 DIANE WYNNE MERCER SECRETARY 0.00 X X 0 0 0 DENISE MORMINO BOARD MEMBER 0.00 X 0 0 0 PINKI SRIVASTAVA VERMA BOARD MEMBER 0.00 X 0 0 0 SARAH MCCARTHY BOARD MEMBER 0.00 X 0 0 0 IAN MACCALLUM BOARD MEMBER 0.00 X 0 0 0 EMILIE SAULNIER BOARD MEMBER 0.00 X 0 0 0 JANE COHEN FREEDMAN BOARD MEMBER 0.00 X 0 0 0 DEBORAH FREASE GERAGHTY BOARD MEMBER 0.00 X 0 0 0 WENDY GRAHAM BOARD MEMBER 0.00 X 0 0 0 KATHERINE ROOME BOARD MEMBER 0.00 X 0 0 0 LISA GRACE BOARD MEMBER 0.00 X 0 0 0 TRUDY HALL HEAD OF SCHOOL 40.00 X 246563 0 82928 ANDREW ELLIS CFO 40.00 X 173397 0 25229 RACHEL CONNELL DIRECTOR OF ADVANCEMENT 40.00 X 184971 0 24603 KENT JONES DIRECTOR OF COLLEGE COUNSE 40.00 X 113716 0 16836 PETER MCCORKLE CHIEF ADMINISTRATIVE OFFIC 40.00 X 112463 0 19567 JOHN BALL ASSISTANT HEAD OF SCHOOL 40.00 X 122900 0 19235 1014724 0 200903 6 0 1 0 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DINING SERVICES 1212189 VMJR COMPANIES LLC PO BOX 578 GLENS FALLS NY 12801 CONSTRUCTION 477018 UGL SERVICES 275 GROVE STREET SUITE 3-200 AUBURNDALE MA 02466 JANITORIAL SERVICES 411633 THE FREELON GROUP 5310 S ALSTON AVE BLDG 300 SUITE 32 DURHAM NC 27713 ARCHITECTS 368714 FINGERPAINT MARKETING INC 395 BROADWAY SARATOGA SPRINGS NY 12866 MARKETING 165885 5 4237321 305475 4237321 TUITION AND FEES 900099 14733382 14733382 AUXILIARY SERVICES 900099 475966 475966 SERVICES CHARGES 900099 120 120 15209468 1283955 1283955 40301593 28900 36290276 0 4011317 28900 4040217 4040217 208714 587616 -378902 -378902 147400 104950 42450 42450 RETHINK LEADERSHIP CONF 900099 28353 28353 MISCELLANEOUS 900099 23161 23161 TRUDY HANMER BOOK 900099 5987 5987 57501 24492010 15266969 0 4987720 4203615 4203615 531898 531898 6730417 4780563 1082084 867770 587962 398760 102173 87029 1034691 708343 198681 127667 516576 351985 99385 65206 49370 49370 67323 67323 488166 488166 1495839 1495839 150508 150458 50 487193 394522 4966 87705 191161 191161 740315 740315 415660 283996 14339 117325 115060 48023 67037 1360366 1360366 3112224 3112224 388736 388736 OTHER 682561 372465 166398 143698 PROFESSIONAL SERVICES 330609 202316 85294 42999 MAJOR MAINTENANCE 144809 144809 EMPLOYEE DEVELOPMENT 78051 48382 24665 5004 84910 55394 27467 2049 23988020 17538361 4836120 1613539 4770583 3540851 5088218 6459927 123787 174631 134063 124847 732546 707781 83185943 45602439 39586110 37583504 63418267 68149976 22883169 25939246 736135 710555 137472878 143391318 4386516 4150737 3574633 3532342 28495645 27781704 36456794 35464783 X 38535166 39449500 12704651 17909945 49776267 50567090 101016084 107926535 137472878 143391318 503990 6406461 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83996388 570809 11332506 3990911 488166 91420626 78564745 2506143 7152191 3872290 354401 83996388 86115981 2765084 -1133525 734051 8069527 379217 78564745 78476375 1121542 13138568 648812 5079333 892359 86115981 74666449 2617059 1192867 814374 -4637608 3823234 78476375 0.34750 0.52300 0.12950 0 0 253619 253619 68269330 35333559 32935771 6248473 5565219 683254 8414521 4703661 3710860 37583504 JPM ACCESS MULTI-STRATEGIC FUND 15915694 F INVESTMENTS IN LIMITED PARTNERSHIPS 10023552 F 25939246 X 26899256 6406461 692566 7099027 19800229 488166 4203615 4691781 24492010 19988805 692566 692566 19296239 488166 4203615 4691781 23988020 PART X, LINE 2: FINANCIAL STATEMENT FOOTNOTE 1, INCOME TAXES, INCLUDES A DISCLOSURE RELATED TO UNCERTAIN TAX POSITIONS UNDER FIN 48. THE TEXT RELATED TO THE ORGANIZATION'S LIABILITY IS AS FOLLOWS: FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF JUNE 30, 2014 AND 2013, THE SCHOOL HAS NOT RECORDED A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE SCHOOL FILES EXEMPT ORGANIZATION TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 104,950. EVENT EXPENSES 587,616. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,203,615. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSE 104,950. EVENT EXPENSES 587,616. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,203,615. 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENT IN POOLED INCOME FUNDS 10023552 0 0 0 0 0 0 10023552 0 10023552 0 0 0 0 1 0 PART I, LINE 3: THE SCHOOL INVESTS IN SEVEN LIMITED PARTNERSHIPS ORGANIZED IN THE CAYMAN ISLANDS. BICENTENNIAL/REUNION 208714 208714 190671 222020 17675 157250 208714 208714 190671 222020 17675 157250 587616 -378902 1 SCHOLARSHIPS 172 4203615 FMV TUITION ASSISTANCE PART I, LINE 2: REDUCTION IN TUITION APPLIED DIRECTLY TO TUITION ACCOUNTS X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 TRUDY HALL HEAD OF SCHOOL 246563 0 0 0 0 0 77059 0 5869 0 329491 0 0 0 ANDREW ELLIS CFO 173397 0 0 0 0 0 18388 0 6841 0 198626 0 0 0 RACHEL CONNELL DIRECTOR OF ADVANCEMENT 184971 0 0 0 0 0 17762 0 6841 0 209574 0 0 0 PART I, LINE 1A HOUSEKEEPING SERVICES ARE PROVIDED AS A PERSONAL SERVICE IN CONJUNCTION WITH THE HOUSING PROVIDED BY THE SCHOOL. PART I, LINE 1A: THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS. PART I, LINE 4B: THE HEAD OF SCHOOL PARTICIPATES IN A 457-F PLAN. A RENSSELAER COUNTY INDUSTRIAL DEVELOPMENT 141614433 759921DT3 2006-06-28 31743232 RENOVATION PROJECTS 0 0 0 A 3961528 31743232 634864 31108368 2007 0 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 297030 FMV 0 1 1 PART I, LINE 32B: WHEN DONATED SECURITIES ARE SOLD, A THIRD PARTY IS USED TO PROCESS AND SELL THESE SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 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 AND APPROVES ITS SUBMISSION. 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 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 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; AND (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 PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR