2014-02-12T08:52:17-06:00 2013-06-30 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2012-07-01 141338390 EMMA WILLARD SCHOOL EMMA 5188331300 285 PAWLING AVENUE TROY NY 12180 ANDREW C ELLIS 5188331300 2014-02-07 1 TERRI CONRAD REGAN P00449706 5184644080 2014-02-07 2012 2015-11-30 17:44:51Z ANDREW C ELLIS 285 PAWLING AVE TROY NY 12180 72110703 0 X WWW.EMMAWILLARD.ORG X 1814 NY TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12. 27 26 217 300 0 0 3863041 4479329 12981420 14161944 -26630 4567310 13155 152 16830986 23208735 3566379 3968536 0 0 8409671 8981448 8333 0 1378039 10600915 9957818 22585298 22907802 -5754312 300933 134291386 137472878 36339867 36456794 97951519 101016084 EMMA WILLARD SCHOOL IS A PRIVATELY OPERATED SCHOOL FOR GIRLS IN GRADES 9 THROUGH 12 FOR BOARDING AND DAY STUDENTS. 0 0 16733623 3968536 14029969 SECONDARY EDUCATION: PRIVATE HIGH SCHOOL FOR GIRLS (APPROXIMATELY 328 STUDENTS) 84757 133975 SUMMER SCHOOL PROGRAMS: SUMMER EDUCATION PROGRAMS FOR APPROXIMATELY 400 STUDENTS. 16818380 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 61 0 1 217 1 0 0 0 0 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ANDREW C ELLIS 5188331792 285 PAWLING AVE TROY NY 12180 DEBRA SPIRO-ALLEN 40.00 X 50490 0 12005 DEBRA FREEDMAN CLOWER 0.00 X 0 0 0 PHILLIP BERNSTEIN 0.00 X 0 0 0 JAMES D BRASSORD 0.00 X 0 0 0 GLENN H EPSTEIN 0.00 X X 0 0 0 ERIN CROTTY 0.00 X 0 0 0 ANNE N DEPREZ 0.00 X X 0 0 0 PHILIP CIFARELLI 0.00 X 0 0 0 CHARLES DUPREE 0.00 X 0 0 0 MICHAL COLBY WADSWORTH 0.00 X 0 0 0 DOUGLAS E HART 0.00 X X 0 0 0 JUDITH A KLEINER 0.00 X 0 0 0 ELISABETH ALLEN LEFORT 0.00 X 0 0 0 WENDY PESTEL LEHMANN 0.00 X 0 0 0 ERICA H LING 0.00 X 0 0 0 ANNE GAMBLING HOFFMAN 0.00 X 0 0 0 MICHAEL MCKENNA 0.00 X 0 0 0 FARAH JAFFER 0.00 X 0 0 0 DIANE WYNNE MERCER 0.00 X X 0 0 0 NANCY LINKROUM PENNELL 0.00 X 0 0 0 PINKI SRIVASTAVA VERMA 0.00 X 0 0 0 SARAH MCCARTHY 0.00 X 0 0 0 IAN MACCALLUM 0.00 X 0 0 0 EMILIE SAULNIER 0.00 X 0 0 0 JANE COHEN FREEDMAN 0.00 X 0 0 0 DEBORAH FREASE GERAGHTY 0.00 X 0 0 0 WENDY GRAHAM 0.00 X 0 0 0 ANGELINE EVELEENS 0.00 X 0 0 0 LISA GRACE 0.00 X 0 0 0 TRUDY HALL 40.00 X 240316 0 82003 ANDREW ELLIS 40.00 X 172341 0 23293 RACHEL CONNELL 40.00 X 168247 0 22275 KENT JONES 40.00 X 115391 0 16274 PETER MCCORKLE 40.00 X 104349 0 17263 JOHN BALL 40.00 X 124855 0 17915 975989 0 191028 6 0 1 0 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DINING SERVICES 1192150 VMJR COMPANIES LLC PO BOX 578 GLENS FALLS NY 12801 CONSTRUCTION 455539 UGL SERVICES 275 GROVE STREET SUITE 3-200 AUBURNDALE MA 02466 JANITORIAL SERVICES 454375 LUPINI CONSTRUCTION INC 6081 TRENTON RD UTICA NY 13502 CONSTRUCTION 319013 FINGERPAINT MARKETING INC 395 BROADWAY SARATOGA SPRINGS NY 12866 MARKETING 168691 5 4479329 248747 4479329 TUITION AND FEES 900099 13816982 13816982 AUXILIARY SERVICES 900099 340445 340445 SERVICES CHARGES 900099 4517 4517 14161944 1474252 1474252 51822628 2000 48731570 0 3091058 2000 3093058 2000 3091058 38318 86021 -47703 -47703 132232 84377 47855 47855 23208735 14163944 0 4565462 3968536 3968536 517918 517918 6400669 4473677 1065867 861125 560022 360515 118122 81385 996264 667595 205277 123392 506575 345252 99093 62230 6218 6218 67271 67271 354401 354401 1488381 1488381 211211 211161 50 409273 318567 4587 86119 172125 170800 1325 676882 676882 335847 214997 17300 103550 89204 86176 3028 1388066 1388066 3073713 3073713 389142 389142 OTHER 565260 385727 149768 29765 PROFESSIONAL SERVICES 433648 235319 185967 12362 EMPLOYEE DEVELOPMENT 119817 79198 29310 11309 MAJOR MAINTENANCE 66996 66996 110363 61884 46080 2399 22907802 16818380 4711383 1378039 5031210 4770583 5480734 5088218 150815 123787 95797 134063 761851 732546 82228670 42642560 41333576 39586110 51544389 63418267 29084658 22883169 808356 736135 134291386 137472878 4478867 4386516 2676414 3574633 29184586 28495645 36339867 36456794 X 38599389 38535166 11603713 12704651 47748417 49776267 97951519 101016084 134291386 137472878 300933 2763632 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 104035601 3585240 27066516 779343 912346 4196187 128799481 0.33900 0.56200 0.09900 0 0 253619 253619 67615234 32889969 34725265 6095914 4276886 1819028 8263903 5475705 2788198 39586110 INVESTMENTS IN HEDGE FUNDS 13199880 F INVESTMENTS IN LIMITED PARTNERSHIPS 9683289 F 22883169 X 21814650 2763632 165220 2928852 18885798 354401 3968536 4322937 23208735 18750085 170398 170398 18579687 354401 3973714 4328115 22907802 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012, 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 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 84,377. EVENT EXPENSES 86,021. ANNUITIES MATURED -5,178. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,968,536. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSE 84,377. EVENT EXPENSES 86,021. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,968,536. ANNUITIES MATURED 5,178. 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 9683289 0 0 0 0 0 0 9683289 0 9683289 0 0 0 0 1 0 THE SCHOOL INVESTS IN THREE LIMITED PARTNERSHIPS ORGANIZED IN THE CAYMAN ISLANDS REUNION 37443 37443 29653 29240 37443 37443 29653 29240 58893 -21450 1 SCHOLARSHIPS 172 3968536 FMV TUITION ASSISTANCE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 240316 0 0 0 0 0 76400 0 5603 0 322319 0 0 0 ANDREW ELLIS 172341 0 0 0 0 0 17808 0 5485 0 195634 0 0 0 RACHEL CONNELL 168247 0 0 0 0 0 16790 0 5485 0 190522 0 0 0 PART I, LINE 1A HOUSEKEEPING SERVICES ARE PROVIDED AS A PERSONAL SERVICE IN CONJUNCTION WITH THE HOUSING PROVIDED BY THE SCHOOL. SUPPLEMENTAL INFORMATION PART III 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 31743232 634864 31108368 2007 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 32 248747 FMV 0 1 1 THIRD PARTY USE: 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