2016-04-01T12:44:53-05:00 2015-06-30 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2014-07-01 141338390 EMMA WILLARD SCHOOL EMMA 5188331300 285 PAWLING AVENUE TROY NY 12180 ANDREW C ELLIS CFO 5188331300 2016-03-17 1 JOHN C OLSEN P00321116 5184644080 2016-03-17 2014 2016-08-17 19:52:53Z ANDREW C ELLIS 285 PAWLING AVE TROY NY 12180 88695475 0 X WWW.EMMAWILLARD.ORG X 1814 NY TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12. 31 29 212 31 0 0 4237321 19227221 15209468 16670903 5324172 5398453 -278951 4501 24492010 41301078 4203615 4367405 0 0 9401544 9601115 0 0 1451856 10382861 10482557 23988020 24451077 503990 16850001 143391318 156972798 35464783 35251274 107926535 121721524 EMMA WILLARD SCHOOL IS A PRIVATELY OPERATED SCHOOL FOR GIRLS IN GRADES 9 THROUGH 12 FOR BOARDING AND DAY STUDENTS. 0 0 18035267 4367405 16549813 SECONDARY EDUCATION: PRIVATE HIGH SCHOOL FOR GIRLS (APPROXIMATELY 346 STUDENTS) 90080 144510 SUMMER SCHOOL PROGRAMS: SUMMER EDUCATION PROGRAMS FOR APPROXIMATELY 400 STUDENTS. 18125347 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 77 0 1 212 1 0 0 0 0 0 0 0 0 X 31 29 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 MERIDITH LEGG FACULTY AND STAFF TRUSTEE 40.00 X 54581 0 11741 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 TREASURER 3.00 X X 0 0 0 ANNE N DEPREZ BOARD MEMBER 1.00 X 0 0 0 PHILIP CIFARELLI BOARD MEMBER 1.00 X 0 0 0 JUDITH A KLEINER CHAIR 3.00 X X 0 0 0 ELISABETH ALLEN LEFORT BOARD MEMBER 1.00 X 0 0 0 ERICA H LING VICE CHAIR 3.00 X X 0 0 0 ANN GAMBLING HOFFMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL MCKENNA BOARD MEMBER 1.00 X 0 0 0 DIANE WYNNE MERCER SECRETARY 3.00 X X 0 0 0 TRUDY HALL HEAD OF SCHOOL 40.00 X X 262642 0 84770 SARAH MCCARTHY BOARD MEMBER 1.00 X 0 0 0 IAN MACCALLUM BOARD MEMBER 1.00 X 0 0 0 TOBI SAULNIER 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 BOARD MEMBER 1.00 X 0 0 0 CHUCK CHAND BOARD MEMBER 1.00 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 SAMANTHA JONES BOARD MEMBER 1.00 X 0 0 0 KATHRIN PHELAN MIDGLEY BOARD MEMBER 1.00 X 0 0 0 MERIDITH MANNING BOARD MEMBER 1.00 X 0 0 0 DENISE MORMINO BOARD MEMBER 1.00 X 0 0 0 TIMOTHY O'HARA ESQ BOARD MEMBER 1.00 X 0 0 0 TORY PETERSON BOARD MEMBER 1.00 X 0 0 0 LISA RADCLIFFE BOARD MEMBER 1.00 X 0 0 0 KATHERINE ROOME BOARD MEMBER 1.00 X 0 0 0 ANDREW ELLIS CFO 40.00 X 177548 0 27868 RACHEL CONNELL DIRECTOR OF ADVANCEMENT 40.00 X 185890 0 25314 KENT JONES DIRECTOR OF COLLEGE COUNSE 40.00 X 109134 0 17279 PETER MCCORKLE CHIEF ADMINISTRATIVE OFFIC 40.00 X 116837 0 26064 JOHN BALL ASSISTANT HEAD OF SCHOOL 40.00 X 123067 0 20936 LISA MCGRATH INTERIM DIRECTOR OF TALENT MANAGEMENT 40.00 X 109059 0 17580 1138758 0 231552 7 0 1 0 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DINING SERVICES 1250983 VMJR COMPANIES LLC PO BOX 578 GLENS FALLS NY 12801 CONSTRUCTION 706948 UGL SERVICES 275 GROVE STREET SUITE 3-200 AUBURNDALE MA 02466 JANITORIAL SERVICES 432823 FINGERPAINT MARKETING INC 395 BROADWAY SARATOGA SPRINGS NY 12866 MARKETING 108586 4 19227221 824141 19227221 TUITION AND FEES 900099 16068834 16068834 AUXILIARY SERVICES 900099 601889 601889 SERVICES CHARGES 900099 180 180 16670903 2116711 2116711 50509414 47227672 3281742 3281742 3281742 22209 69381 -47172 -47172 125597 97344 28253 28253 MISCELLANEOUS 900099 22124 22124 TRUDY HANMER BOOK 900099 1296 1296 23420 41301078 16694323 0 5379534 4367405 4367405 552828 552828 6952421 4976211 1095652 880558 600293 416194 101519 82580 971550 674446 191394 105710 524023 360387 100183 63453 42559 42559 61534 61534 442810 442810 1580168 1580168 137615 137615 499160 404846 4348 89966 201118 201118 734802 734802 401138 279088 18716 103334 56139 55284 855 1328184 1328184 3190247 3190247 444918 444918 OTHER 594130 354600 142719 96811 PROFESSIONAL SERVICES 487041 264796 201538 20707 EMPLOYEE DEVELOPMENT 102918 68648 28517 5753 MAJOR MAINTENANCE 81505 81505 96571 59492 34950 2129 24451077 18125347 4873874 1451856 3540851 5125961 6459927 14946122 174631 137112 124847 121243 707781 692272 83829375 48207239 37583504 35622136 68149976 73709004 25939246 25878917 710555 740031 143391318 156972798 4150737 4105269 3532342 4113242 27781704 27032763 35464783 35251274 X 39449500 38974447 17909945 19095531 50567090 63651546 107926535 121721524 143391318 156972798 16850001 -3055012 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 78476375 1121542 13138568 648812 5079333 892359 86115981 0.33850 0.54840 0.11310 0 0 253619 253619 69094190 37820860 31273330 6258696 5257553 1001143 8222870 5128826 3094044 35622136 JPM ACCESS MULTI-STRATEGIC FUND 15026080 F INVESTMENTS IN LIMITED PARTNERSHIPS 10852837 F 25878917 33602577 -3055012 166726 -2888286 36490863 442810 4367405 4810215 41301078 19807588 166726 166726 19640862 442810 4367405 4810215 24451077 PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSES 97,344. EVENT EXPENSES 69,381. ROUNDING 1. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,367,405. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE EXPENSE 97,344. EVENT EXPENSES 69,381. ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,367,405. 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 10852837 0 0 0 0 0 0 10852837 0 10852837 0 0 0 0 1 0 PART I, LINE 3: THE SCHOOL INVESTS IN SEVEN LIMITED PARTNERSHIPS ORGANIZED IN THE CAYMAN ISLANDS. REUNION 22209 22209 31800 37581 22209 22209 31800 37581 69381 -47172 1 SCHOLARSHIPS 178 4367405 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 262642 0 0 0 0 0 78711 0 6059 0 347412 0 0 0 ANDREW ELLIS CFO 177548 0 0 0 0 0 18750 0 9118 0 205416 0 0 0 RACHEL CONNELL DIRECTOR OF ADVANCEMENT 185890 0 0 0 0 0 18282 0 7032 0 211204 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. PART I, LINE 1A: THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS. 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 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 34 824141 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 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