2021-05-08T05:43:27-05:00 2020-06-30 BKD LLP 1155 Avenue of the Americas 1200 NEW YORK NY 10036 990 2019-07-01 131740499 The Windward School % STEPHEN R LITTELL WIND 9149496968 40 West Red Oak Lane White Plains NY 10604 JAMIE WILLIAMSON HEAD OF SCHOOL 9149496968 2020-11-15 true Aaron Shapiro P01333816 2128674000 2019 2022-09-23 18:48:47Z JAMIE WILLIAMSON 40 WEST RED OAK LANE WHITE PLAINS NY 10604 139879760 false X WWW.THEWINDWARDSCHOOL.ORG X 1926 NY WINDWARDS' MISSION IS TO REMEDIATE STUDENTS' DYSLEXIA OR OTHER LANGUAGE-BASED LEARNING DISABILITY AND RETURN STUDENTS TO MAINSTREAM SCHOOLS. 27 27 411 50 0 4128516 12198187 54646938 58009153 14601118 8561677 134370 85733 73510942 78854750 6059380 6368779 0 0 33372930 36244295 0 0 2213828 10483999 11222828 49916309 53835902 23594633 25018848 154438827 168356801 41545755 37954238 112893072 130402563 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 true 43146247 6368779 57829734 EDUCATION - ON THREE CAMPUSES, WINDWARD EDUCATED 942 STUDENTS (IN PERSON AND VIRTUAL) 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. 1775783 179419 THE WINDWARD INSTITUTE (WI), FORMERLY KNOWN AS THE WINDWARD TEACHER TRAINING 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 PRINT AND DIGITAL PUBLICATION, THE BEACON, TO MORE THAN 10,000 SUBSCRIBERS PROVIDING RESEARCH AND THOUGHT LEADERSHIP AROUND LANGUAGE-BASD LEARNING DISABILITIES, CHILD DEVELOPMENT, PEDAGOGY, & LEARNING THEORY. THE WI ALSO HOLDS IN PERSON AND VIRTUAL COURSES, WORKSHOPS, AND LECTURES BENEFITING MORE THEN 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. 44922030 true true false false false false false false false true true true false false false false true false true false false false false false false false false false true true false false false false false false false false true false false false false false false false false true 87 0 411 true false false false false false false false false false false false false X 27 27 false false false false false false false true false false false true true true true true true true true false NY X STEPHEN R LITTELL 9149496968 40 WEST RED OAK LANE WHITE PLAINS NY 10604 John Russell Executive Director of WI 40.0 0.0 X 901167 0 27500 Stephen Littell CFO 40.0 0.0 X 360790 0 36991 Jamie Williamson Head of School (as of 7/1/19) 40.0 0.0 X 338608 0 39393 Sandra Schwarz Director of WTTP 40.0 0.0 X 264416 0 25750 Jonathan Rosenshine Associate Head of School 40.0 0.0 X 218814 0 52829 Elizabeth Duffy Director of Language Arts 40.0 0.0 X 229357 0 22248 Barbara Drayer Director of Development 40.0 0.0 X 208155 0 30119 Leslie Zuckerwise Division Head of Manhattan 40.0 0.0 X 208127 0 28619 Ellen Bowman President 3.0 0.0 X X 0 0 0 Tim Jones First Vice President 3.0 0.0 X X 0 0 0 Mark Ellman Treasurer 3.0 0.0 X X 0 0 0 Mitchell Katz Secretary 3.0 0.0 X X 0 0 0 Arthur Cerla Board Member 2.0 0.0 X 0 0 0 Thomas Coleman 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 Nicholas Finn Board Member 2.0 0.0 X 0 0 0 David Friedland Board Member 2.0 0.0 X 0 0 0 Alexander Gendzier 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 Gregory Kennedy Board Member 2.0 0.0 X 0 0 0 Stacy Kuhn Board Member 2.0 0.0 X 0 0 0 Joseph 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 O'Leary III Board Member 2.0 0.0 X 0 0 0 Jenny Price Board Member 2.0 0.0 X 0 0 0 Katie Puris Board Member 2.0 0.0 X 0 0 0 Marla Reed 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 Patricia Wolff Board Member 2.0 0.0 X 0 0 0 2729434 0 263449 48 false true false PETER GISOLFI ASSOCIATES LLP 566 WARBURTON AVENUE HASTINGSONHUDSON NY 10706 ARCHITECTURE 892785 COMMUNITY COUNSELING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 19182 CONSULTING 217500 SCHULTE ROTH ZABEL LLP PO BOX 11839 NEWARK NJ 07101 LEGAL 181352 BK MASONRY WATERPROOFING ROOFI 11 PRINCETON DRIVE TAPPAN NY 10983 CONSTRUCTION 114816 DIVNEY TUNG SCHWALBE LLP ONE NORTH BROADWAY WHITE PLAINS NY 10601 LEGAL 103861 5 12198187 452481 12198187 STUDENT TUITION AND FEES 611110 57829734 57829734 TEACHER TRAINING INSTITUTE 611710 179419 179419 58009153 649498 649498 0 0 0 0 0 68892290 60980111 7912179 7912179 7912179 0 44899 -44899 -44899 0 0 0 0 0 0 STUDENT ACTIVITIES 900099 20880 20880 YEARBOOK 900099 36792 36792 COVID SICK LEAVE CREDIT 900099 5256 5256 67704 67704 130632 78854750 58009153 8647410 0 6368779 6368779 0 0 1899289 1608567 234560 56162 0 27078326 22937183 3339911 801232 1896659 1601757 239465 55437 3357789 2835703 423942 98144 2012232 1699360 254057 58815 0 185891 185891 57114 57114 0 0 87766 87766 1319120 283287 604272 431561 144308 59682 84626 2703277 2160580 382016 160681 217790 11669 206121 0 944840 858406 56387 30047 40083 8444 30179 1460 0 242908 162977 73051 6880 752155 711738 31128 9289 0 2732520 2586233 112667 33620 194291 194291 BAD DEBT 510783 40283 470500 LIBRARY AND EXTRACURRICULAR 255253 255253 FOOD SERVICE 834729 772412 62317 53835902 44922030 6700044 2213828 14070992 8012067 831173 633378 2239688 6985403 148395 413799 0 0 0 0 0 0 0 0 718530 270557 120412364 27763067 71414601 92649297 52237551 46217999 12755737 13174301 0 0 0 0 22160 0 154438827 168356801 4011962 6601413 0 0 20029981 17958517 0 0 0 0 0 0 17503812 13394308 0 0 0 0 41545755 37954238 X 99869480 112776096 13023592 17626467 112893072 130402563 154438827 168356801 25018848 -7509357 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7640199 659577 250550 346931 8203395 7609385 90141 276345 335672 7640199 6749830 445859 737582 323886 7609385 6112324 102840 844721 310055 6749830 6529443 101160 -229786 288493 6112324 0.88000 0.12000 false false 9634950 9634950 78279544 21442961 56836583 8083967 6320106 1763861 24413903 24413903 92649297 ALTERNATIVE INVESTMENTS 13174301 F 13174301 64888848 -7509357 -7509357 72398205 87766 6368779 6456545 78854750 47379357 47379357 87766 6368779 6456545 53835902 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: $6,368,779 SCHEDULE D, PART XII, LINE 4B: Financial Aid to Students: $6,368,779 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. true FINANCIAL AID FOR STUDENTS 163 6368779 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 false true false false false false false true false Jamie Williamson Head of School (as of 7/1/19) 257888 25000 55720 27500 11893 378001 Stephen Littell CFO 308163 50000 2627 26250 10741 397781 John Russell Executive Director of WI 472910 428257 27500 928667 Sandra Schwarz Director of WTTP 257500 5000 1916 25750 290166 Jonathan Rosenshine Associate Head of School 218469 345 24150 28679 271643 Elizabeth Duffy Director of Language Arts 221728 5000 2629 22248 251605 Leslie Zuckerwise Division Head of Manhattan 193894 14233 19650 8969 236746 Barbara Drayer Director of Development 207864 291 21150 8969 238274 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. JOHN RUSSELL, EXECUTIVE DIRECTOR OF THE WINDWARD INSTITUTE, RECEIVES A HOUSING ALLOWANCE. FULL VALUE OF THE ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION. LESLIE ZUCKERWISE, DIVISION HEAD OF WINDWARD MANHATTAN, RECEIVES A HOUSING ALLOWANCE. FULL VALUE OF THE ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 4B JOHN RUSSELL RECEIVED A PAYMENT FROM HIS 457(F) PLAN OF $333,333. 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 20 452481 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, IF ANY, 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 2019, AND SUBSEQUENTLY ANOTHER REVIEW WAS COMPLETED IN JUNE 2020. FORM 990, PART VI, SECTION B, LINE 15B SALARY WAS BASED ON A REVIEW DONE IN JUNE 2019, AND SUBSEQUENTLY ANOTHER REVIEW WAS COMPLETED IN JUNE 2020. 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. FORM 990, PART III, LINE 3 THE REGULAR PROGRAM PIVOTED TO REMOTE ONLINE INSTRUCTION IN MARCH 2020. WINDWARD INSTITUTE COURSES FOR SPRING 2020 WERE CANCELED. FORM 990, PART VIII, LINE 8 THE WINDWARD SCHOOL HAD THEIR BI-ANNUAL BENEFIT AND ANNUAL GOLF OUTING CANCELED. THERE WERE EXPENSES THAT WERE PAID AND WERE EITHER NON-REFUNDABLE, OR CREDITED TOWARDS A FUTURE EVENT.