2023-05-12T15:10:55-05:00 2022-06-30 FORVIS LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2021-07-01 131740499 THE WINDWARD SCHOOL % DIANA GLOGAU WIND 9149496968 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 JAMIE WILLIAMSON HEAD OF SCHOOL 9149496968 2023-05-15 true Jamie Williamson 999009999 P01333816 2128674000 3 2021 2023-04-26 12:10:37Z JAMIE WILLIAMSON 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 77267867 false X WWW.THEWINDWARDSCHOOL.ORG X 1926 NY WINDWARDS' MISSION IS TO REMEDIATE STUDENTS' DYSLEXIA OR OTHER LANGUAGE-BASED LEARNING DISABILITIES AND RETURN STUDENTS TO MAINSTREAM SCHOOLS. 25 25 508 50 0 10291044 6468933 59039176 64278551 4797455 -3586014 235260 3083797 74362935 70245267 7414155 7758650 0 0 40491505 42893636 0 0 1676209 14152521 17429874 62058181 68082160 12304754 2163107 180402224 184295913 37588657 39266809 142813567 145029104 X WINDWARD IS A COEDUCATIONAL, INDEPENDENT DAY SCHOOL DEDICATED TO PROVIDING A PROVEN INSTRUCTIONAL PROGRAM FOR CHILDREN WITH LANGUAGE-BASED LEARNING DISABILITIES. THE MULTISENSORY CURRICULUM IS DESIGNED FOR STUDENTS OF AVERAGE TO SUPERIOR INTELLIGENCE WHO CAN BENEFIT FROM THE UNIQUE EDUCATIONAL EXPERIENCE PROVIDED. THROUGH DIRECT INSTRUCTION IN SMALL CLASS SETTINGS, A TRAINED STAFF ASSISTS STUDENTS TO IMPROVE THEIR LANGUAGE SKILLS. ACADEMIC SUCCESS, COMBINED WITH OPPORTUNITIES FOR SOCIAL AND EMOTIONAL GROWTH WITHIN AN INTENTIONALLY DIVERSE AND INCLUSIVE SETTING, ENABLES STUDENTS TO UNDERSTAND THEIR LEARNING DIFFERENCES, BUILD CONFIDENCE, AND DEVELOP SELF-ADVOCACY SKILLS. WINDWARD IS COMMITTED tO HELPING STUDENTS ACHIEVE THEIR FULL POTENTIAL IN PREPARATION FOR A SUCCESSFUL RETURN TO A MAINSTREAM EDUCATIONAL ENVIRONMENT. TO MEET THESE GOALS, THE SCHOOL PROVIDES ONGOING TRAINING TO ITS FACULTY BASED ON THE MOST CURRENT RESEARCH AND SHARES ITS EXPERTISE WITH THE PARENT BODY, OTHER EDUCATORS false false 54298314 7758650 64069991 EDUCATION - ON THREE CAMPUSES, WINDWARD EDUCATED 970 STUDENTS WHO ALL STRUGGLE WITH LANGUAGE-BASED LEARNING DISABILITIES (LBLD). STUDENTS HAVE AVERAGE TO ABOVE-AVERAGE INTELLIGENCE AND ARE TAUGHT WITH AN INTERNATIONALLY RECOGNIZED METHODOLOGY DESIGNED SPECIFICALLY TO HELP STUDENTS ACHIEVE LANGUAGE PROFICIENCY. WINDWARD'S ACADEMIC CURRICULUM IS RESEARCH-BASED AND MULTISENSORY IN NATURE AND GIVES STUDENTS THE SKILLS THEY NEED TO SUCCEED IN SCHOOL AND RETURN WITH CONFIDENCE TO MAINSTREAM SETTINGS. STUDENTS ENTER AND LEAVE WINDWARD AT DIFFERENT POINTS THROUGHOUT GRADES 1-9 WINDWARD REMEDIATES STUDENTS' LBLD, AND 98% OF STUDENTS RETURN TO MAINSTREAM SCHOOLS AFTER COMPLETING THE PROGRAM. AFTER COMPLETING THE PROGRAM. 1805851 208560 THE WINDWARD INSTITUTE (WI), IS A DIVISION OF AND SERVES THE WINDWARD SCHOOL AND THE BROADER COMMUNITY BY: -PROVIDING PROFESSIONAL DEVELOPMENT; - FORMING PARTNERSHIPS WITH LEADING EDUCATION INSTITUTIONS; - ADVOCATING FOR STUDENTS WITH LANGUAGE- BASED LEARNING DISABILITIES; AND - EXPANDING THE WINDWARD SCHOOL'S REPUTATION AND EXPERTISE. THE WI PRODUCES A BIANNUAL PRIN AND DIGITAL PUBLICATION, THE BEACON, WHICH IS DISTRIBUTED TO MORE THAN 10,000 SUBSCRIBERS PROVIDING RESEARCH AND THOUGHT LEADERSHIP AROUND LANGUAGE-BASED LEARNING DISABILITIES, CHILD DEVELOPMENT, PEDAGOGY, AND LEARNING THEORY. THE WI ALSO HOLDS IN-PERSON AND VIRTUAL COURSES, WORKSHOPS, AND LECTURES BENEFITING MORE THAN 2,000 INDIVIDUALS SEEKING PROFESSIONAL OR PERSONAL DEVELOPMENT. THE MISSION OF THE WI IS TO INCREASE CHILDHOOD LITERACY RATES BY DISRUPTING THE EDUCATIONAL STATUS QUO TO SAVE MORE LIVES. 56104165 true true false false false false false false false true true true false false false false true false true false false false false false true false false false true true false false false false false false false false true false false false false false false false false true 145 0 508 true false false false false false true true false false false false false false X 25 25 false false false false false false false true false false false true true true true true true true true false NY X DIANA GLOGAU 9149496968 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 JAMIE WILLIAMSON HEAD OF SCHOOL 40.0 0.0 X 710723 0 53485 SANDRA SCHWARZ DIRECTOR OF WTTP 40.0 0.0 X 283183 0 28111 JONATHAN ROSENSHINE ASSOCIATE HEAD OF SCHOOL 40.0 0.0 X 245122 0 52301 ELIZABETH DUFFY DIRECTOR OF LANGUAGE ARTS 40.0 0.0 X 244927 0 24288 CHRISTOPHER EBERHARD HEAD OF WESTCHESTER MIDDLE SCH 40.0 0.0 X 202275 0 45850 MONICA BOURGIE CHIEF ADVANCEMENT OFFICER 40.0 0.0 X 221510 0 21744 STEPHEN LITTELL CFO (thru 6/30/21) 40.0 0.0 X 198282 0 21195 OMAR MAYYASI CFO (since 7/1/21) 40.0 0.0 X 153392 0 26411 Patty Wolff President 3.0 0.0 X X 0 0 0 Mitchell Katz 1st VP 3.0 0.0 X X 0 0 0 Jenny Price 2nd VP 3.0 0.0 X X 0 0 0 David Friedland Treasurer 3.0 0.0 X X 0 0 0 Maria Reed Secretary 3.0 0.0 X X 0 0 0 Thomas Coleman BOARD MEMBER 2.0 0.0 X 0 0 0 Akeela Azcuy Board Member 2.0 0.0 X 0 0 0 Reed Brodsky Board Member 2.0 0.0 X 0 0 0 Arthur Ceria Board Member 2.0 0.0 X 0 0 0 Elizabeth Crain Board Member 2.0 0.0 X 0 0 0 Peter D'Avanzo Board Member 2.0 0.0 X 0 0 0 George Davison Board Member 2.0 0.0 X 0 0 0 Jeffrey Goldenberg Board Member 2.0 0.0 X 0 0 0 Meredith Jenkins Board Member 2.0 0.0 X 0 0 0 Tim Jones Board Member 2.0 0.0 X 0 0 0 Joe Lorono Board Member 2.0 0.0 X 0 0 0 Staci Marlowe Board Member 2.0 0.0 X 0 0 0 Janice Meyer Board Member 2.0 0.0 X 0 0 0 Magdalena Miguens Board Member 2.0 0.0 X 0 0 0 Denis OLeary III Board Member 2.0 0.0 X 0 0 0 Katie Puris Board Member 2.0 0.0 X 0 0 0 Sandip Singh Board Member 2.0 0.0 X 0 0 0 Jonathan Steingart Board Member 2.0 0.0 X 0 0 0 Nicholas Van Amburg Board Member 2.0 0.0 X 0 0 0 Anike Wariebi Board Member 2.0 0.0 X 0 0 0 2259414 0 273385 68 false true false CITADEL NY INC 62 WILLIAM STREET 6TH FLOOR NEW YORK NY 10005 CONSULTING 888470 PETER GISOLFI ASSOCIATES LLP 566 WARBURTON AVENUE HASTINGSONHUDSON NY 10706 ARCHITECT 169064 SCHULTE ROTH AND ZABEL LLP PO BOX 70280 PHILADELPHIA PA 19176 LEGAL 154167 3 425236 1198857 4844840 343812 6468933 STUDENT TUITION AND FEES 611110 64069991 64069991 TEACHER TRAINING INSTITUTE 611710 208560 208560 64278551 950781 950781 0 0 36950 36950 0 36950 36950 2080900 6617695 -4536795 -4536795 -4536795 266417 425236 404905 -138488 -138488 0 0 0 0 0 0 YEARBOOK 900099 48681 48681 COVID SICK LEAVE CREDIT 900099 7761 7761 INSURANCE RECOVERY 900099 3088966 3088966 39927 39927 3185335 70245267 64278551 -502217 0 7758650 7758650 0 0 1066404 905418 129182 31804 0 32836149 27932561 3919126 984462 2279623 1914119 299593 65911 4300608 3611069 565195 124344 2410852 2024307 316839 69706 0 298240 298240 66433 66433 0 0 172027 172027 2986735 1787557 1154685 44493 50405 45418 4987 4415669 2642190 1603140 170339 629764 12138 617626 0 1547794 1365627 164345 17822 46784 936 45152 696 0 290085 172058 109839 8188 166825 157861 6904 2060 0 3766093 3564267 155442 46384 302573 302573 BAD DEBT 331672 221672 110000 LIBRARY AND EXTRACURRICULAR 381198 381198 FOOD SERVICE 1977577 1828791 148786 68082160 56104165 10301786 1676209 12160231 16933833 688139 668064 4262835 2441239 647838 1141021 0 0 0 0 0 0 0 0 368078 195009 138137362 33918304 101299112 104219058 44510093 43876359 16465898 14821330 0 0 0 0 0 0 180402224 184295913 4854938 6715148 0 0 19827565 20142071 0 0 0 0 0 0 12906154 12409590 0 0 0 0 37588657 39266809 X 120463528 126935862 22350039 18093242 142813567 145029104 180402224 184295913 2163107 52430 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14174050 355888 -1431541 443769 12654628 8203395 2957515 3376290 363150 14174050 7640199 659577 250550 346931 8203395 7609385 90141 276345 335672 7640199 6749830 445859 737582 323886 7609385 0.83230 0.16770 false false 19634950 19634950 102278338 26552672 75725666 11097721 7365632 3732089 5126353 5126353 104219058 0 61306022 52430 52430 61253592 172027 8819648 8991675 70245267 59090485 59090485 172027 8819648 8991675 68082160 SCHEDULE D, PART V, LINE 4 THE PRIMARY INVESTMENT OBJECTIVE OF THE ENDOWMENT FUNDS IS LONG-TERM CAPITAL APPRECIATION IN THE PORTFOLIO WITH A SECONDARY OBJECTIVE OF INCOME, CONSISTENT WITH LIQUIDITY AND CAPITAL PRESERVATION IN THE PORTFOLIO SO THAT THE SCHOOL WILL HAVE THE FINANCIAL STRENGTH, AT A DATE IN THE FUTURE, TO PURSUE OPPORTUNISTIC AND STRATEGICALLY IMPORTANT PHYSICAL PLANT AND/OR PROGRAM IMPROVEMENTS. SCHEDULE D, PART XI, LINE 4B: Financial Aid to Students: $7,758,650 Flood Repair Expenses: $1,060,998 SCHEDULE D, PART XII, LINE 4B: Financial Aid to Students: $7,758,650 Flood Repair Expenses: $1,060,998 SCHEDULE D, PART X, LINE 2 Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS PUBLISHED JOINTLY WITH THE FAIRCHESTER GROUP OF INDEPENDENT SCHOOLS ONCE PER YEAR IN THE NEWSPAPER. IT IS ALSO PUBLISHED REGULARLY IN SCHOOL PUBLICATIONS. BENEFIT 528568 378411 150157 175370 5700 138452 Golf Outing 163085 46825 116260 85383 0 691653 425236 266417 175370 5700 223835 404905 -138488 true FINANCIAL AID FOR STUDENTS 177 7758650 SCHEDULE I, PART I, LINE 2 THE ONLY GRANTS OR ASSISTANCE GIVEN BY THE ORGANIZATION ARE FOR FINANCIAL AID TO STUDENTS. ALL GRANTS OR ASSISTANCE ARE ISSUED BASED ON FINANCIAL NEED AND ARE PROCESSED, MONITORED, AND CONTINUOUSLY REVIEWED BY A FINANCIAL AID COMMITTEE. FINANCIAL AID FOR ONE YEAR IS NOT CARRIED INTO THE NEXT SCHOOL YEAR; AT THE BEGINNING OF EACH NEW SCHOOL YEAR, NEW FINANCIAL AID REQUESTS ARE PROCESSED BY THE FINANCIAL AID COMMITTEE. X X true true X X X X true false false false false false false true false JAMIE WILLIAMSON HEAD OF SCHOOL 670723 0 40000 0 0 0 29000 0 24485 0 764208 0 OMAR MAYYASI CFO (since 7/1/21) 153392 0 0 0 0 0 15339 0 11072 0 179803 0 STEPHEN LITTELL CFO (thru 6/30/21) 198282 0 0 0 0 0 16812 0 4383 0 219477 0 SANDRA SCHWARZ DIRECTOR OF WTTP 283183 0 0 0 0 0 28111 0 0 0 311294 0 JONATHAN ROSENSHINE ASSOCIATE HEAD OF SCHOOL 245122 0 0 0 0 0 26202 0 26099 0 297423 0 ELIZABETH DUFFY DIRECTOR OF LANGUAGE ARTS 244927 0 0 0 0 0 24288 0 0 0 269215 0 MONICA BOURGIE CHIEF ADVANCEMENT OFFICER 152760 0 0 0 68750 0 16042 0 5702 0 243254 0 CHRISTOPHER EBERHARD HEAD OF WESTCHESTER MIDDLE SCH 202275 0 0 0 0 0 21365 0 24485 0 248125 0 SCHEDULE J, PART I, LINE 1A JAMIE WILLIAMSON, HEAD OF SCHOOL, RECEIVES A HOUSING ALLOWANCE, CAR ALLOWANCE, AND A HEALTH CLUB ALLOWANCE. FULL VALUE OF THE ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION. MONICA BOURGIE,CHIEF ADVANCEMENT OFFICER, RECEIVED A CAR ALLOWANCE. FULL VALUE OF THE ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 4A MONICA BOURGIE, CHIEF ADVANCEMENT OFFICER, RECEIVED A SEVERANCE PAYMENT SCHEDULE J, PART I, LINE 7 EXECUTIVE BONUSES ARE DETERMINED BY THE EXECUTIVE COMMITTEE AND ARE APPROVED BY THE BOARD. ALL OTHER EMPLOYEE BONUSES ARE DETERMINED BY THE HEADMASTER. THEY ARE BASED ON MERIT. X 18 343812 COST false true false SCHEDULE M, PART I, COLUMN B WINDWARD SCHOOL IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, LINE 1A THE BOARD CONSISTS OF SUB-COMMITTEES, INCLUDING AN EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 8B THE WINDWARD SCHOOL DOES NOT HAVE ANY COMMITTEES THAT ACT INDEPENDENTLY. ALL COMMITTEE DISCUSSIONS ARE REPORTED TO THE FULL BOARD AND DOCUMENTED IN THOSE MINUTES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY BY EITHER E-MAIL OR HARD COPY. THE 990 WAS NOT FILED UNTIL EACH MEMBER HAD CONFIRMED THAT THEY HAD REVIEWED THE 990 AND HAD RECEIVED ANSWERS FOR ANY QUESTIONS THEY MAY HAVE HAD REGARDING ANYTHING CONTAINED IN THE 990. FORM 990, PART VI, SECTION B, LINE 12C THERE IS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS REVIEWED AND SIGNED BY EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE. EXISTING OR POTENTIAL CONFLICTS OF INTEREST ARE REPORTED TO THE BOARD. TRUSTEES OR OFFICERS WHO HAVE DECLARED OR WHO HAVE BEEN FOUND TO HAVE A CONFLICT OF INTEREST MUST REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF A PROPOSED TRANSACTION, UNLESS FOR SPECIAL REASONS THE BOARD REQUESTS INFORMATION OR INTERPRETATIONS. FORM 990, PART VI, SECTION B, LINE 15A SALARY INCREASES AND/OR BONUSES FOR THE HEAD OF SCHOOL ARE APPROVED BY THE BOARD. SALARY WAS BASED ON A REVIEW DONE IN JUNE 2021, AND SUBSEQUENTLY ANOTHER REVIEW WAS COMPLETED IN JUNE 2022. FORM 990, PART VI, SECTION B, LINE 15B SALARY WAS BASED ON A REVIEW DONE IN JUNE 2021, AND SUBSEQUENTLY ANOTHER REVIEW WAS COMPLETED IN JUNE 2022, BY THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 WINDWARD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.