2018-05-10T07:59:07-05:00 2017-06-30 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2016-07-01 141338390 EMMA WILLARD SCHOOL EMMA 5188331300 285 PAWLING AVENUE TROY NY 121805238 VIRGINIA ARBOUR CFO 5188331300 2018-05-07 1 KEVIN TESTO P01435881 5184644080 2018-05-07 2016 2022-09-23 18:48:47Z VIRGINIA ARBOUR 285 PAWLING AVE TROY NY 12180 65989313 0 X WWW.EMMAWILLARD.ORG X 1814 NY TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12. 23 22 211 22 0 0 3481092 4695139 17931697 18462986 132403 4664766 -25502 57254 21519690 27880145 4429545 4325630 0 0 10496591 10399780 0 0 1460332 11104545 11069883 26030681 25795293 -4510991 2084852 143967520 151442801 30060384 28772962 113907136 122669839 EMMA WILLARD SCHOOL IS A PRIVATELY OPERATED SCHOOL FOR GIRLS IN GRADES 9 THROUGH 12 FOR BOARDING AND DAY STUDENTS. 0 0 18491764 4325630 17884844 SECONDARY EDUCATION: PRIVATE HIGH SCHOOL FOR GIRLS (APPROXIMATELY 358 STUDENTS) 257573 611737 SUMMER SCHOOL PROGRAMS: SUMMER EDUCATION PROGRAMS FOR APPROXIMATELY 400 STUDENTS AND OTHER EDUCATIONAL EVENTS. 18749337 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 67 0 1 211 1 0 0 0 0 0 0 0 0 X 23 22 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 DEBRA FREEDMAN CLOWER BOARD MEMBER 1.00 X 0 0 0 ELISABETH ALLEN LEFORT CHAIR 3.00 X X 0 0 0 ANN GAMBLING HOFFMAN BOARD MEMBER 1.00 X 0 0 0 SARAH MCCARTHEY BOARD MEMBER 1.00 X 0 0 0 JANE COHEN FREEDMAN SECRETARY 3.00 X X 0 0 0 WENDY GRAHAM BOARD MEMBER 1.00 X 0 0 0 KATHRIN PHELAN MIDGLEY BOARD MEMBER 1.00 X 0 0 0 JOSE ALMEIDA TREASURER 3.00 X X 0 0 0 AGNES BOGDAN CHAPSKI BOARD MEMBER 1.00 X 0 0 0 RICHARD GARDINER BOARD MEMBER 1.00 X 0 0 0 STEPHEN GONICK BOARD MEMBER 1.00 X 0 0 0 SUSAN HUNTER CHAIR-ELECT 1.00 X X 0 0 0 SAMANTHA T JONES BOARD MEMBER 1.00 X 0 0 0 SHARON KHANUJA-DHALL BOARD MEMBER 1.00 X 0 0 0 IAN MACCALLUM BOARD MEMBER 1.00 X 0 0 0 MEREDITH MANNING BOARD MEMBER 1.00 X 0 0 0 DENISE MORMINO BOARD MEMBER 1.00 X 0 0 0 ELIZABETH RADCLIFFE BOARD MEMBER 1.00 X 0 0 0 TIMOTHY WINSTEAD BOARD MEMBER 1.00 X 0 0 0 SUSAN GROESBECK HEAD OF SCHOOL INTERIM 40.00 X X 324400 0 29000 BETTS HOWES MURRAY BOARD MEMBER 1.00 X 0 0 0 JENNIFER SCHMELTER BOARD MEMBER 1.00 X 0 0 0 JYH-HORNG SHYU P BOARD MEMBER 1.00 X 0 0 0 VIRGINIA ARBOUR CFO 40.00 X 61378 0 11884 KENT JONES DIRECTOR OF COLLEGE COUNSELING 40.00 X 114245 0 21372 PETER MCCORKLE HEAD OF OPERATIONS 40.00 X 135415 0 28712 LISA MCGRATH DIRECTOR OF TALENT MANAGEMENT/HUMAN RESOURCES 40.00 X 112736 0 17766 JAMIE FURGANG HEAD OF ENROLLMENT MANAGEMENT 40.00 X 117112 0 25523 KATHY DURIVAGE HEAD OF ADVANCEMENT 40.00 X 185385 0 30351 TRUDY HALL FORMER HEAD OF SCHOOL 40.00 X 298178 0 4350 ANDREW ELLIS FORMER CFO 40.00 X 102855 0 18088 1451704 0 187046 8 1 1 0 VMJR COMPANIES LLC PO BOX 578 GLENS FALLS NY 12801 CONSTRUCTION 1301076 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DINING SERVICES 1223373 C&W SERVICES 4002 SOLTUIONS CENTER CHICAGO IL 60677 MAINTENANCE SERVICES 350478 EASTERN HEATING AND COOLING 880 BROADWAY ALBANY NY 12207 HVAC SERVICES 145742 PEPPER HAMILTON 3000 TWO LOGAN SQ EIGHTEENTH AND AR PHILADELPHIA PA 19103 LEGAL SERVICES 121712 5 96600 4598539 1573252 4695139 TUITION AND FEES 900099 17884844 17884844 AUXILIARY SERVICES 900099 578142 578142 18462986 2040038 2040038 40540443 19125 37932038 2802 2608405 16323 2624728 2624728 46687 81880 -35193 -35193 151300 92448 58852 58852 MISCELLANEOUS 900099 33595 33595 33595 27880145 18496581 0 4688425 4325630 4325630 816853 816853 7032380 5193024 969173 870183 810106 528865 166517 114724 1173480 694371 369076 110033 566961 377540 128120 61301 78842 78842 71070 71070 404399 404399 1647823 1647823 81932 81932 556394 445047 19630 91717 216073 216073 658567 658567 457048 313003 40934 103111 118431 70550 47881 848950 848950 3319773 3319773 431701 431701 PROFESSIONAL SERVICES 1081797 284449 788002 9346 OTHER 730310 417360 277574 35376 MAJOR MAINTENANCE 118752 118752 EMPLOYEE DEVELOPMENT 109022 78179 19530 11313 138999 97151 36501 5347 25795293 18749337 5585624 1460332 6881059 8085638 5533356 4913236 292238 490478 126754 108322 148648 170160 88158988 54644692 34489366 33514296 73412628 93086109 22616986 10629093 466485 445469 143967520 151442801 4886053 4583836 4512238 4492563 20662093 19696563 30060384 28772962 X 34641604 39754249 15298387 18925507 63967145 63990083 113907136 122669839 143967520 151442801 2084852 6677851 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 93412266 277289 11152541 3446690 404399 100991007 96979022 9321739 -3142859 9506678 238958 93412266 91420626 7340618 2347235 3686647 442810 96979022 83996388 570809 11332506 3990911 488166 91420626 78564745 2506143 7152191 3872290 354401 83996388 0.27000 0.61000 0.12000 0 0 253620 253620 72689414 42965590 29723824 6745456 5699842 1045614 8470498 5979260 2491238 33514296 INVESTMENTS IN LIMITED PARTNERSHIPS 10629093 F 10629093 30002294 6677850 174328 6852178 23150116 404399 4325630 4730029 27880145 21239592 174328 174328 21065264 404399 4325630 4730029 25795293 PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 92,448. EVENT EXPENSES 81,880. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,325,630. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSE 92,448. EVENT EXPENSES 81,880. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,325,630. 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 10629093 0 0 0 0 0 0 10629093 0 10629093 0 0 0 0 1 0 PART I, LINE 3: THE SCHOOL INVESTS IN SEVEN LIMITED PARTNERSHIPS ORGANIZED IN THE CAYMAN ISLANDS. REUNION 46687 46687 39209 42671 46687 46687 39209 42671 81880 -35193 1 SCHOLARSHIPS 152 4325630 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 SUSAN GROESBECK HEAD OF SCHOOL INTERIM 324400 0 0 0 0 0 29000 0 0 0 353400 0 0 0 PETER MCCORKLE HEAD OF OPERATIONS 135415 0 0 0 0 0 14375 0 14337 0 164127 0 0 0 KATHY DURIVAGE HEAD OF ADVANCEMENT 185385 0 0 0 0 0 23735 0 6616 0 215736 0 0 0 TRUDY HALL FORMER HEAD OF SCHOOL 298178 0 0 0 0 0 1042 0 3308 0 302528 0 0 0 ANDREW ELLIS FORMER CFO 102855 0 0 0 0 0 0 0 0 0 102855 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 4B: THE HEAD OF SCHOOL PARTICIPATES IN A 457-F PLAN. 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 28 1573252 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 11B 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 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