2026-05-15T15:15:24-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-07-01 060689699 ETHEL WALKER SCHOOL INC ETHE 8606584467 230 BUSHY HILL ROAD SIMSBURY CT 06070 CHRISTOPHER GARRITY CFOO 8606584467 2026-05-15 1 1 LAURA J KENNEY P00202198 6177170831 2026-05-15 2024 2025-03-06 01:10:19Z MEERA VISWANATHAN 230 BUSHY HILL ROAD SIMSBURY CT 06070 32961535 0 X WWW.ETHELWALKER.ORG X 1911 CT THE ETHEL WALKER SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY, BOARDING AND DAY SCHOOL FOR GIRLS IN GRADES SIX THROUGH TWELVE. SINCE 1911, THE ETHEL WALKER SCHOOL HAS EXCELLED AT PREPARING STUDENTS TO MAKE A DIFFERENCE IN THE WORLD. MEMBERS OF THIS DIVERSE COMMUNITY ARE DEDICATED TO SCHOLARSHIP, THE ARTS, ATHLETICS, WELLNESS, AND SERVICE. THE SATISFACTION OF ACHIEVEMENT AND JOY OF FRIENDSHIP ARE FUNDAMENTAL PRINCIPLES AS THE SCHOOL EMPOWERS GIRLS TO LEAD WITH INTEGRITY, CONFIDENCE, COURAGE, AND CONVICTION. 29 28 188 168 324871 0 6548551 13148203 16237408 16359499 1606895 1418995 511635 422968 24904489 31349665 4932173 5067240 0 0 9446198 10371924 0 0 1924250 10766826 10983486 25145197 26422650 -240708 4927015 107569432 113766063 28513956 25890382 79055476 87875681 X THE ETHEL WALKER SCHOOL IS AN INDEPENDENT, COLLEGE PREPARATORY, BOARDING AND DAY SCHOOL FOR GIRLS IN GRADES SIX THROUGH TWELVE. SINCE 1911, THE ETHEL WALKER SCHOOL HAS EXCELLED AT PREPARING STUDENTS TO MAKE A DIFFERENCE IN THE WORLD. MEMBERS OF THIS DIVERSE COMMUNITY ARE DEDICATED TO SCHOLARSHIP, THE ARTS, ATHLETICS, WELLNESS, AND SERVICE. THE SATISFACTION OF ACHIEVEMENT AND JOY OF FRIENDSHIP ARE FUNDAMENTAL PRINCIPLES AS THE SCHOOL EMPOWERS GIRLS TO LEAD WITH INTEGRITY, CONFIDENCE, COURAGE, AND CONVICTION. 0 0 20653617 5067240 14707306 INSTRUCTION OF STUDENTS AND SUPPORT SERVICES FOR INSTRUCTION PROGRAMS 1890418 0 1733184 ATHLETIC PROGRAMS/RIDING INSTRUCTION 22544035 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 140 0 1 188 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X CHRISTOPHER GARRITY CFOO 8604084241 230 BUSHY HILL ROAD SIMSBURY CT 06070 MEERA VISWANATHAN HEAD OF SCHOOL 40.00 0.00 X X 430458 0 69616 KATHARINE O'BRIEN ROHN CHAIR 1.00 0.00 X 0 0 0 EMMA SIMON VICE CHAIR 1.00 0.00 X 0 0 0 THOMAS REGAN TREASURER 1.00 0.00 X 0 0 0 MICHAELYNN WARE SECRETARY 1.00 0.00 X 0 0 0 ALEXANDRA BADGER AIRTH TRUSTEE 1.00 0.00 X 0 0 0 MARGOT CAMPBELL BOGERT TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH ROCKWELL CESARE TRUSTEE 1.00 0.00 X 0 0 0 MARY LOU COBB TRUSTEE 1.00 0.00 X 0 0 0 SARAH GATES COLLEY TRUSTEE 1.00 0.00 X 0 0 0 DR ELEANOR DAUGHERTY TRUSTEE 1.00 0.00 X 0 0 0 MARGARET DAVIS TRUSTEE 1.00 0.00 X 0 0 0 HARRIET BLEES DEWEY TRUSTEE 1.00 0.00 X 0 0 0 LEANDER ALTIFOIS DOLPHIN TRUSTEE 1.00 0.00 X 0 0 0 JEAN MOORE EDWARDS TRUSTEE 1.00 0.00 X 0 0 0 CHARLES HIRSCHLER TRUSTEE 1.00 0.00 X 0 0 0 TOAN C HUYNH TRUSTEE 1.00 0.00 X 0 0 0 CYNTHIA KIRKLAND KELLOGG TRUSTEE 1.00 0.00 X 0 0 0 BARBARA THOMAS KENNEDY TRUSTEE 1.00 0.00 X 0 0 0 SARAH JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 DR SHELLEY MARKS TRUSTEE 1.00 0.00 X 0 0 0 LETITIA MCCLURE POTTER TRUSTEE 1.00 0.00 X 0 0 0 ALVARO RODRIGUEZ TRUSTEE 1.00 0.00 X 0 0 0 XIMENA ELETA DE SIERRA TRUSTEE 1.00 0.00 X 0 0 0 BETH A STRAPP TRUSTEE 1.00 0.00 X 0 0 0 KELLY TANG TRUSTEE 1.00 0.00 X 0 0 0 JAMIAH TAPPIN TRUSTEE 1.00 0.00 X 0 0 0 CYNTHIA VEGA TRUSTEE 1.00 0.00 X 0 0 0 TERESA C YOUNGER TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER GARRITY CFOO 40.00 0.00 X 97645 0 5909 GRETCHEN ORSCHIEDT DIRECTOR OF ADVANCEMENT 40.00 0.00 X 241810 0 13575 PAM SAFFORD ASST. HEAD OF ADMISSION & ENROLLMENT 40.00 0.00 X 193662 0 27258 MARION PATERSON DIR. OF ALUMNAE RELATIONS 40.00 0.00 X 127876 0 7753 MARK FULLER DIRECTOR OF TECHNOLOGY 40.00 0.00 X 120033 0 7285 LEILA WETMORE DIR. OF DEVELOPMENT & ANNUAL FUND 40.00 0.00 X 112695 0 26917 THOMAS DIMARTINO DIR. OF FACILITIES OPERATIONS 40.00 0.00 X 111685 0 14972 1435864 0 173285 9 1 1 0 FLIK INTERNATIONAL CORPORATION PO BOX 417632 BOSTON MA 02241 DINING SERVICES 1628310 AP CONSTRUCTION INC 707 SUMMER ST STAMFORD CT 06901 CONSTRUCTION SERVICES 1077345 KELIANDA FARM INC 100 HATCHETT HILL RD EAST GRANBY CT 06026 EQUESTRIAN SERVICES 349166 MARTS & LUNDY 160 CHUBB AVE STE 303 LYNDHURST NJ NJ 07071 ADVANCEMENT CONSULTING 280507 US SECURITY ASSOCIATES INC PO BOX 828854 PHILADELPHIA PA 19182 SECURITY SERVICES 141286 7 702272 12445931 1161780 13148203 STUDENT TUITION 611110 14707306 14707306 AUXILLARY SERVICES 611110 1652193 1652193 16359499 1409953 1409953 96675 0 96675 96675 96675 1560279 12500 1563737 0 -3458 12500 9042 9042 65239 48133 17106 17106 SUMMER CAMPS REVENUE 611110 228196 228196 OTHER INCOME 611110 80991 80991 309187 31349665 16440490 324871 1436101 5067240 5067240 945018 784365 94502 66151 6997801 5279894 870915 846992 384482 290928 47581 45973 1498487 1139630 183576 175281 546136 416580 66499 63057 40343 40343 123522 123522 886255 530471 86428 269356 213856 184281 29575 949703 704289 9605 235809 302536 239272 1404 61860 1471340 1453293 18047 296215 231200 5207 59808 83134 52429 30705 571522 550839 20683 3031608 2816419 179593 35596 326901 311626 15275 FOOD AND DINING 1613883 1613883 EQUESTRIAN EXPENSES 963455 963455 DUES & MEMBERSHIP 107549 98222 5240 4087 BAD DEBT EXPENSE 1664 1664 26422650 22544035 1954365 1924250 4255 5244 6016853 5654145 4453270 4228770 53932 52671 80834 146921 97280913 47614713 49018198 49666200 32856169 38094339 14397213 15350624 688708 567149 107569432 113766063 2931504 1001010 9154453 9226665 11568466 10980015 4859533 4682692 28513956 25890382 X 51092751 46095658 27962725 41780023 79055476 87875681 107569432 113766063 X 4927015 2934489 958701 X 0 1 X 1 0 X 8424067 31369857 7464955 6548551 13148203 66955633 8424067 31369857 7464955 6548551 13148203 66955633 33944720 33010913 241815 471953 1163542 1593744 1409953 4881007 56916 56916 71893556 78907995 0.45920 0.47700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24892416 2408052 3447235 349367 777771 29620565 23974201 1735793 606637 210941 24892416 23449084 16311 1405059 106243 790010 23974201 17546885 11184219 -4448701 120071 713248 23449084 15415566 2966697 182274 653104 17546885 0.37800 0.24500 0.37700 0 1 1 256883 256883 81700938 36250202 45450736 5652837 3910949 1741888 7179196 6320064 859132 2491059 1133498 1357561 49666200 BENEFICIAL INTEREST IN A CHARITABLE TRUST HELD BY A THIRD PARTY 2180624 F BENEFICIAL INTEREST IN CHARITABLE AND PERPETUAL TRUSTS 13170000 F 15350624 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUND CONSISTS OF APPROXIMATELY 90 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ETHEL WALKER SCHOOL ADVERTISES IN BOTH INTERNAL AND EXTERNAL PUBLICATIONS ITS POLICY OF NONDISCRIMINATION ON THE BASIS OF RACE, COLOR, RELIGION, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN. THE NONDISCRIMINATION POLICY WITH REGARD TO STUDENTS IS POSTED ON THE WEBSITE HOMEPAGE. 1 FINANCIAL AID FOR TUITION 117 5067240 N/A N/A PART I, LINE 2: FINANCIAL AID IS AVAILABLE FOR QUALIFIED STUDENTS ON THE BASIS OF NEED DETERMINED BY SCHOOL AND STUDENT SERVICES (SSS) GUIDELINES WHICH PROVIDES A FINANCIAL AID NEED ANALYSIS BASED ON CONFIDENTIAL INFORMATION PROVIDED BY FAMILIES. THE SCHOLARSHIPS ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. ALL SCHOLARSHIPS ARE MADE DIRECTLY AS CREDITS AGAINST STUDENT ACCOUNTS AND NO CASH REFUNDS ARE ISSUED FOR ANY PURPOSE. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MEERA VISWANATHAN HEAD OF SCHOOL 430458 0 0 0 0 0 16317 0 53299 0 500074 0 0 0 GRETCHEN ORSCHIEDT DIRECTOR OF ADVANCEMENT 241810 0 0 0 0 0 13410 0 165 0 255385 0 0 0 PAM SAFFORD ASST. HEAD OF ADMISSION & ENROLLMENT 193662 0 0 0 0 0 10135 0 17123 0 220920 0 0 0 PART I, LINE 1A CERTAIN EMPLOYEES, INCLUDING THE HEAD OF SCHOOL, ARE REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. THE SCHOOL REPORTS THE VALUE OF THE HOUSING AS NONTAXABLE BENEFITS IN SCHEDULE J, PART II, COLUMN (D). THE HEAD OF SCHOOL HOSTS EVENTS AT THE RESIDENCE. A CLEANING SERVICE IS USED TO CLEAN THE PUBLIC AREAS OF THE HOME, NOT THE PERSONAL SPACE. THEREFORE, THIS IS NOT TREATED AS TAXABLE INCOME. A STATE OF CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2016-06-14 13145000 REFUND CURRENT BOND ISSUE AND CONSTRUCTION OF NEW ATHLETIC FACILITY 0 0 0 B STATE OF CT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2013-04-03 8665000 CONSTRUCTION OF NEW DORM AND OTHER CAPITAL MAINTENANCE PROJECTS 0 0 0 A 7510000 13145000 7979251 262900 4902849 2017 0 1 1 1 B 2845000 8665000 165000 8500000 2014 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00650 0.00650 0.01300 0 0 1 A 0 1 0 0 1 1 KEY BANK 13.500000000000 0 0 0 0 1 B 0 1 0 0 1 1 KEY BANK 16.750000000000 0 0 0 0 1 A 1 B 1 X HORSES 10 1141750 FMV X OTHER PROPERTY 1 20030 FMV 0 0 1 0 PART I, LINE 32B: THE NUMBER REPORTED IN PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL POWERS OF THE BOARD, AND HAVE ALL RESPONSIBILITIES OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF AT LEAST FIVE BUT NOT MORE THAN NINE VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE SCHOOL'S TAX ADVISORS WITH INFORMATION PROVIDED BY THE SCHOOL'S MANAGEMENT. THE CHIEF FINANCIAL OFFICER AND AUDIT COMMITTEE REVIEW THE FORM 990. THE BOARD OF THE ETHEL WALKER SCHOOL DIRECTS THAT THE AUDIT COMMITTEE REVIEW AND APPROVE THE FINAL VERSION WITH FULL AUTHORITY OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES AND KEY EMPLOYEES NEED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. TO ADDRESS AN EXISTING CONFLICT OF INTEREST, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE SCHOOL CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OR INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE SCHOOL'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS DETERMINED BY A COMBINATION OF HIRING COMMITTEE INPUT, RESEARCH BY THE TRUSTEES WITH REGARD TO OTHER HEAD OF SCHOOLS' COMPENSATION, AND RECOMMENDATION FROM CARNEY SANDOE, A SEARCH FIRM. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. THIS PROCESS WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUSTS 810,000. UNREALIZED LOSS ON INTEREST RATE SWAP -284,440. UNREALIZED GAIN TRANSFERRED TO ETHEL WALKER FOUNDATION 947,590. INTEREST AND DIVIDEND INCOME REPORTED ON ETHEL WALKER FOUNDATION RETURN 64,276. INTEREST AND DIVIDENDS TRANSFERRED TO ETHEL WALKER FOUNDATION -578,725. ETHEL WALKER CHARITABLE AND EDUCATIONAL FOUNDATION 230 BUSHY HILL ROAD SIMSBURY CT 060702698 060679139 PRIVATE FOUNDATION CT 501(C)(3) PF ETHEL WALKER SCHOOL 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ETHEL WALKER CHARITABLE AND EDUCATIONAL FOUNDATION C 702272 FMV