2017-02-10T15:47:01-06:00 2016-06-30 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2015-07-01 141338390 EMMA WILLARD SCHOOL EMMA 5188331300 285 PAWLING AVENUE TROY NY 121805238 VIRGINIA ARBOUR CFO 5188331300 2017-02-08 1 JOHN C OLSEN P00321116 5184644080 2017-02-08 2015 2021-01-29 14:40:06Z VIRGINIA ARBOUR 285 PAWLING AVE TROY NY 12180 61972445 0 X WWW.EMMAWILLARD.ORG X 1814 NY TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12. 24 24 227 26 0 0 19227221 3481092 16670903 17931697 5398453 132403 4501 -25502 41301078 21519690 4367405 4429545 0 0 9601115 10496591 0 0 1378295 10482557 11104545 24451077 26030681 16850001 -4510991 156972798 144492661 35251274 30585525 121721524 113907136 EMMA WILLARD SCHOOL IS A PRIVATELY OPERATED SCHOOL FOR GIRLS IN GRADES 9 THROUGH 12 FOR BOARDING AND DAY STUDENTS. 0 0 18631572 4429545 17425797 SECONDARY EDUCATION: PRIVATE HIGH SCHOOL FOR GIRLS (APPROXIMATELY 359 STUDENTS) 220016 517102 SUMMER SCHOOL PROGRAMS: SUMMER EDUCATION PROGRAMS FOR APPROXIMATELY 400 STUDENTS. 18851588 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 1 227 1 0 0 0 0 0 0 0 0 X 24 24 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 PHILLIP BERNSTEIN BOARD MEMBER 1.00 X 0 0 0 JAMES D BRASSORD BOARD MEMBER 1.00 X 0 0 0 GLENN H EPSTEIN BOARD MEMBER 1.00 X 0 0 0 PHILIP CIFARELLI 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 TRUDY HALL HEAD OF SCHOOL 40.00 X X 288615 0 40414 SARAH MCCARTHEY BOARD MEMBER 1.00 X 0 0 0 JANE COHEN FREEDMAN BOARD MEMBER 1.00 X 0 0 0 DEBORAH FREASE GERAGHTY BOARD MEMBER 1.00 X 0 0 0 WENDY GRAHAM VICE CHAIR 3.00 X X 0 0 0 KATHRIN PHELAN MIDGLEY SECRETARY 3.00 X 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 BOARD MEMBER 1.00 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 TORY PETERSON 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 52027 0 4720 CHUCK CHAND BOARD MEMBER 1.00 X 0 0 0 ANDREW ELLIS CFO 40.00 X 190820 0 30036 RACHEL CONNELL DIRECTOR OF ADVANCEMENT 40.00 X 112439 0 14150 KENT JONES DIRECTOR OF COLLEGE COUNSE 40.00 X 111699 0 17889 PETER MCCORKLE CHIEF ADMINISTRATIVE OFFIC 40.00 X 127914 0 27887 JOHN BALL INSTRUCTOR 40.00 X 125792 0 22735 LISA MCGRATH DIRECTOR OF TALENT MANAGEMENT 40.00 X 116748 0 17154 1126054 0 174985 7 0 1 0 VMJR COMPANIES LLC PO BOX 578 GLENS FALLS NY 12801 CONSTRUCTION 1388815 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DINING SERVICES 1282332 DTZ 275 GROVE STREET SUITE 3-200 AUBURNDALE MA 02466 JANITORIAL SERVICES 480356 3 40481 3440611 192402 3481092 TUITION AND FEES 900099 17343564 17343564 AUXILIARY SERVICES 900099 588133 588133 17931697 1820945 1820945 10345 10345 38560080 5000 40263967 0 -1703887 5000 -1698887 -1698887 22084 87732 -65648 -65648 130000 101056 28944 28944 MISCELLANEOUS 900099 11202 11202 11202 21519690 17942899 0 95699 4429545 4429545 1081412 1081412 7135498 5276738 990617 868143 573525 459977 31070 82478 1133459 685190 336543 111726 572697 384560 122178 65959 34689 34689 77592 77592 238958 238958 1573071 1573071 52768 52768 504079 409584 6415 88080 210063 210063 711949 711949 449332 347001 22626 79705 88836 53850 34986 1409714 1409714 3428530 3428530 423275 423275 PROFESSIONAL SERVICES 980040 262066 709297 8677 OTHER 625946 415268 180687 29991 EMPLOYEE DEVELOPMENT 118251 86347 24988 6916 MAJOR MAINTENANCE 70491 70491 106961 65081 40246 1634 26030681 18851588 5800798 1378295 5125961 6881059 14946122 5533356 137112 292238 121243 126754 692272 673789 85848300 51358934 35622136 34489366 73709004 73412628 25878917 22616986 740031 466485 156972798 144492661 4105269 4886053 4113242 4512238 27032763 21187234 35251274 30585525 X 38974447 34641604 19095531 15298387 63651546 63967145 121721524 113907136 156972798 144492661 -4510991 -3303397 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96979022 9321739 -3142859 9506678 238958 93412266 91420626 7340618 2347235 3686647 442810 96979022 83996388 570809 11332506 3990911 488166 91420626 78564745 2506143 7152191 3872290 354401 83996388 86115981 2765084 -1133525 734051 8069527 379217 78564745 0.25000 0.66000 0.09000 0 0 253619 253619 70819620 40351596 30468024 6428575 5456944 971631 8346486 5550394 2796092 34489366 JPM ACCESS MULTI-STRATEGIC FUND 11930037 F INVESTMENTS IN LIMITED PARTNERSHIPS 10686949 F 22616986 13736575 -3303397 188788 -3114609 16851184 238958 4429548 4668506 21519690 21550963 188788 188788 21362175 238958 4429548 4668506 26030681 PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 101,056. EVENT EXPENSES 87,732. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,429,545. ROUNDING 3. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSE 101,056. EVENT EXPENSES 87,732. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,429,545. ROUNDING 3. 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 10686949 0 0 0 0 0 0 10686949 0 10686949 0 0 0 0 1 0 PART I, LINE 3: THE SCHOOL INVESTS IN SEVEN LIMITED PARTNERSHIPS ORGANIZED IN THE CAYMAN ISLANDS. REUNION 22084 22084 36057 51675 22084 22084 36057 51675 87732 -65648 1 SCHOLARSHIPS 166 4429545 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 288615 0 0 0 0 0 34000 0 6414 0 329029 0 0 0 ANDREW ELLIS CFO 190820 0 0 0 0 0 19820 0 10216 0 220856 0 0 0 PETER MCCORKLE CHIEF ADMINISTRATIVE OFFIC 127914 0 0 0 0 0 13550 0 14337 0 155801 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 17 192402 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. 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