2011-05-13T08:59:29-05:00 2010-06-30 Bonadio & Co LLP 6 Wembley Court Albany NY 12205 990 2009-07-01 141338390 EMMA WILLARD SCHOOL EMMA 5188331300 285 Pawling Avenue Troy NY 12180 frederick a colson iii 5188331300 2011-05-12 1 Terri Conrad Regan 5184644080 2011-05-12 2009 2016-02-24 21:20:13Z trudy e hall 285 Pawling Avenue Troy NY 12180 57793196 0 X www.emmawillard.org X 1814 NY Education 30 30 223 300 0 0 4183037 6441728 11906968 11159589 -14920017 2131056 26571 -5486 1196559 19726887 3240140 3422008 0 0 9777059 8846264 18526 35488 1579491 10506437 9828673 23542162 22132433 -22345603 -2405546 132760349 135364494 36623922 36597799 96136427 98766695 Education 0 0 16490928 3422008 10825695 secondary education: private high school for girls (approximately 300 students) 99249 203130 summer school programs: summer education programs for approximately 470 students. 16590177 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 1 1 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 1 223 0 0 0 0 0 0 0 0 0 0 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X frederick a colson III 5188331792 285 Pawling Avenue Troy NY 12180 Meg McClellan 40.00 X 55954 0 10580 Kelsey MacMillan Banfield 0.00 X 0 0 0 Bonnie A Barsamian 0.00 X 0 0 0 Phillip Bernstein 0.00 X 0 0 0 James D Brassord 0.00 X 0 0 0 Philip Cifarelli 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 Glenn Epstein 0.00 X 0 0 0 Deborah Frease Geraghty 0.00 X 0 0 0 Thomas Halsey 0.00 X 0 0 0 Douglas E Hart 0.00 X 0 0 0 Marianne Johnson 0.00 X 0 0 0 Judith A Kleiner 0.00 X 0 0 0 Sheila Stenhouse Lee 0.00 X 0 0 0 Elisabeth Allen LeFort 0.00 X 0 0 0 Wendy Pestel Lehmann 0.00 X X 0 0 0 Erica H Ling 0.00 X 0 0 0 Wendy Littlefield 0.00 X 0 0 0 Sarah Klingenstein Martell 0.00 X X 0 0 0 Michael McKenna 0.00 X 0 0 0 Wayne C Mellor 0.00 X 0 0 0 Diane Wynne Mercer 0.00 X 0 0 0 Richard J Miller 0.00 X 0 0 0 Nancy Linkroum Pennell 0.00 X 0 0 0 Phyllis A Roth 0.00 X 0 0 0 Pinki Srivastava Verma 0.00 X 0 0 0 Margaret Hyde Wachtel 0.00 X 0 0 0 Michal Colby Wadsworth 0.00 X 0 0 0 Trudy Hall 40.00 X 225292 0 80563 Fred Colson 40.00 X 118138 0 15960 Trudy Hanmer 40.00 X 134258 0 18465 Lawrence Lichtenstein 40.00 X 141432 0 18365 Kent Jones 40.00 X 104998 0 14800 780072 0 158733 5 0 1 0 Sodexo Inc and affiliates PO BOX 360170 pittsburgh PA 15251 DINING SERVICES 1070471 unicco 4002 solutions center chicago IL 60677 janitorial services 449990 simplex grinnell dept CH 10320 palatine IL 60055 Alarm and Detection systems 300714 albany fire protection po box 429 Avenue B Watervliet NY 12189 Fire Sprinkler Systems 112695 4 6441728 6441728 Tution and Fees 900099 10825630 10825630 Auxillary Services 900099 261206 261206 Government Agencies 900099 65683 65683 Services Charges 900099 7070 7070 11159589 322919 322919 39622732 37814595 1808137 1808137 1808137 50715 132732 -82017 -82017 123863 118982 4881 4881 71650 71650 71650 19726887 11231239 0 2053920 3009458 3009458 412550 412550 507787 71833 435954 6519035 4978112 654665 886258 551617 413807 56217 81593 714721 380738 279726 54257 553104 396363 92637 64104 41480 41480 93440 93440 35488 35488 28522 28522 568933 420042 60279 88612 315823 315823 1389925 1388937 988 361431 203419 14097 143915 98708 79196 19512 1476767 1476767 3117044 2867681 155852 93511 330682 330682 Food Services 966382 966382 Professional Fees 522290 446314 29344 46632 All other expenses 517246 290196 162429 64621 22132433 16590177 3962765 1579491 884694 1125430 7205098 7855254 290338 266768 103783 87094 857307 823902 79621149 35592325 45873311 44028824 52615208 46858162 24020295 33447886 910315 871174 132760349 135364494 4280012 4515647 1227501 1584684 31116409 30497468 36623922 36597799 X 44196621 42971104 2758660 4748335 49181146 51047256 96136427 98766695 132760349 135364494 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74666449 2617059 1192867 814374 -4637608 3823234 78476375 104035601 3585240 -27066516 779343 912346 4196187 74666449 0.47000 0.53000 0 0 253619 253619 64018490 25701636 38316854 7594478 6934663 659815 7754562 2956026 4798536 44028824 Alternative Investments 33447886 F 33447886 19726887 22132433 -2405546 5035814 5035814 2630268 21608612 5035814 251718 5287532 16321080 3405807 3405807 19726887 18978344 251718 251718 18726626 3405807 3405807 22132433 Part V, Line 4: Description of Intended Use of Endowment Funds: the endowment funds purpose is to generate in perpetuity, operating revenue for specific activities for use of the school Part X: Description of Uncertain Tax Positions Under FIN 48: financial statement footNote 1, income taxes, includes a disclosure related to uncertain tax position under fin 48. the text related to the organization's liability is as follows: at the date of adoption and as of june 30, 2010, the school does not have a liability for unrecognized tax benefits. Part XII, Line 2d - Other Adjustments: reunion expenses: 132736. school store expenses: 118982. Part XII, Line 4b - Other Adjustments: financial aid: 3405807. Part XIII, Line 2d - Other Adjustments: special event expenses: 132736. school store expenses: 118982. Part XIII, Line 4b - Other Adjustments: financial aid: 3405807. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 NEW YORK STATE MANDATED SERVICES AID. 1 1 0 0 0 scholarship Europe (Including Iceland & Greenland) 2 83550 tuition assistance fmv scholarship Sub-Saharan Africa 2 87000 tuition assistance fmv scholarship South America 3 108000 tuition assistance fmv scholarship East Asia and the Pacific 5 134000 tuition assistance fmv Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: reduction in tuition applied directly to tuition accounts X X X X X 1 Kristin V Rehder & Associates Consulting 0 0 22105 -22105 22105 -22105 Reunion 50715 50715 72440 60296 50715 50715 72440 60296 132736 -82021 1 Scholarships 129 0 2976100 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 X 0 1 0 0 0 0 0 0 0 Trudy Hall 225292 0 0 0 0 0 74903 0 5660 0 305855 0 0 0 Trudy Hanmer 134258 0 0 0 0 0 14005 0 4460 0 152723 0 0 0 Lawrence Lichtenstein 141432 0 0 0 0 0 13905 0 4460 0 159797 0 0 0 Part I, Line 1a the head of school is required to live on campus Part I, Line 4a the head of school participates in a 457-f plan Rensselaer County Industrial Development Agency 141614433 759921DT3 2006-06-28 31743232 renovation projects 0 0 31743232 634864 31108368 2007 0 0 1 1 0 0 1 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 X 43 1511384 FMV 0 1 0 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 salary of the Head of School (CEO) is determined through the use of an executive compensation consultant who conducts an independent study of the compensation packages of heads of school at 5-10 schools similiar in size in terms of enrollment and resources. The study includes a salary, benefits and other compensation along with the job responsibilities. The independent consultant works with a compensation committe that reviews the work of the consultant and approves the compensation package. The school's attorney drafts a contract between the head of school and the board of trustees that governs compensation during the term of the contract. The salary of the Cheif Financial Officer(CFO) is determined through a study of the compensation packages of the CFOs of 5 schools similiar in size in terms of enrollment and resources. The study includes salary, benefits and other compensation along with the job responsiblities. The Head of School and Treasurer of the board determine the compensation of the CFO. The compensation package is elaborated in a contract between the CFO and the school Form 990, Part VI, Section C, line 19 provided upon request. form 990, part xi, line 2c: no change from prior year. Schedule K Supplental Information part iii, line 3a. The organization has entered into a food service contract related to provision of cafeteria services for the school. this contract meets the safe harbor available under rev. proc. 97-13 (modified by rev. proc. 2001-39) as the arrangement is not a net profits arrangement. as such, the contract does not result in private business use and the use of the financed property is functionally related to the organization's exempt purpose.