2024-05-15T11:56:46-05:00 2023-06-30 221655803 DORFMAN ABRAMS MUSIC LLC 250 PEHLE AVE SUITE 702 SADDLE BROOK NJ 07663 990 2022-07-01 223744812 THE WILLOW SCHOOL WILL 9084709500 1150 POTTERSVILLE ROAD GLADSTONE NJ 07934 GERALD D LOEWEN HEAD OF SCHOOL 9084709500 2024-05-14 1 GERALD LOEWEN 999009999 0 EDWARD BALTAZAR CPA P01362006 2014039750 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRANCISCO AYALA 1150 POTTERSVILLE ROAD GLADSTONE NJ 07934 5773265 0 X WWW.WILLOWSCHOOL.ORG X 2001 NJ TO OPERATE A SCHOOL FOR THE EDUCATION, TRAINING AND SOCIALIZATION OF CHILDREN IN THE GRADES OF PRE-KINDERGARTEN THROUGH EIGHTH. 10 6 71 42 0 0 1617380 571110 4894796 4921388 7083 24460 175525 105580 6694784 5622538 1364092 0 0 0 3618097 3588913 0 0 60161 2024243 1953629 7006432 5542542 -311648 79996 21613057 20024887 9583144 7914978 12029913 12109909 X THE WILLOW SCHOOL, A SMALL, INDEPENDENT CO-EDUCATIONAL DAY SCHOOL FOR STUDENTS IN PRE-KINDERGARTEN THROUGH EIGHTH GRADE, IS COMMITTED TO COMBINING ACADEMIC EXCELLENCE AND THE JOY OF LEARNING AND TO EXPERIENCING THE WONDER OF THE NATURAL WORLD. MASTERY OF THE ENGLISH LANGUAGE IS AN ESSENTIAL ELEMENT IN AN INTEGRATED CURRICULUM THAT HELPS STUDENTS COMPREHEND THE PATTERNS OF HOW THINGS ARE CONNECTED AND PREPARES THEM FOR ALL AREAS OF THEIR SECONDARY EDUCATION. THE SCHOOL IS DEDICATED TO MAINTAINING AN ENVIRONMENT WHERE RESPECT FOR THE INDIVIDUAL, AN OUTSTANDING FACULTY, AND AN UNDERSTANDING OF PLACE FOSTER INDEPENDENT THINKING, CREATIVITY, RESPONSIBILITY, AND INTEGRITY. THE WILLOW SCHOOL EDUCATION ENABLES CHILDREN TO DEVELOP AN ETHICAL APPROACH TO ALL RELATIONSHIPS, TO REALIZE THEIR FULL POTENTIAL, AND TO BELIEVE IN THEIR POWER TO EFFECT POSITIVE CHANGE. 0 0 4491079 4921388 THE WILLOW SCHOOL OFFERS AN INTEGRATED CURRICULUM WHICH ALLOWS STUDENTS TO LEARN MATERIAL IN GREAT DEPTH AS WELL AS TO SEE THE CONNECTIONS THAT NATURALLY EXIST AMONG SUBJECT AREAS. THE PRIMARY DEVICE FOR INTEGRATION OF THE CURRICULUM IS THE DEVELOPMENT OF COMMUNICATION SKILLS USING THE ENGLISH LANGUAGE. PARALLEL TO THAT USAGE IS THE STUDY OF FRENCH OR SPANISH FROM KINDERGARTEN THROUGH EIGHTH GRADE. WHILE THE DISCIPLINES OF MATHEMATICS AND SCIENCE, AND OF LANGUAGE AND SOCIAL STUDIES, ARE OFTEN CONNECTED AT THE WILLOW SCHOOL, IT IS ALSO IMPORTANT FOR CHILDREN TO LEARN, FOR INSTANCE, HOW SCIENTIFIC AND TECHNOLOGICAL ADVANCES HAVE SHAPED THE WAYS HUMANS RELATE TO EACH OTHER OR HOW THE USE OF MATHEMATICS DETERMINES THE DESIGN OF MUSIC AND ARCHITECTURE. ALL LEARNING IS SPIRAL, AS THE CHILD RETURNS TO SKILLS AND SUBJECT MATTER ONCE PRESENTED BUT NOW MORE COMPLEX AND CHALLENGING. 4491079 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 71 0 0 0 0 0 0 0 0 0 0 0 X 10 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X GABRIEL GARCIA 9084709500 1150 POTTERSVILLE ROAD GLADSTONE NJ 07934 PEARL GRETCHEN JOHNSON TRUSTEE 1.00 X 0 0 0 SAMIR SHERIFF TRUSTEE 1.00 X 0 0 0 GLENN LIKUS TRUSTEE 1.00 X 0 0 0 DAVID WOLFE CHAIRPERSON 1.00 X 0 0 0 LESLIE PLUMERI SECRETARY 1.00 X 0 0 0 ROB PRITCHARD TRUSTEE 1.00 X 0 0 0 KAMRAN RAFIEYAN VICE CHAIR AND TREASURER 1.00 X 0 0 0 BLAKE ELLMAN TRUSTEE 1.00 X 0 0 0 MICHAEL HEWSON DIRECTOR OF BUSINESS AND FINANCE 40.00 X 122868 0 21797 ADAM KALKIN TRUSTEE 1.00 X 0 0 0 MILLER BUGLIARI TRUSTEE 1.00 X 0 0 0 FRANCISCO AYALA HEAD OF SCHOOL 40.00 X 168718 0 32739 MICHAEL HEWSON TERM XXX DIRECTOR OF BUSINESS AND FINANCE 40.00 X 0 0 0 GABRIEL GARCIA DIRECTOR OF BUSINESS AND FINANCE 40.00 X 0 0 0 291586 0 54536 2 0 1 0 0 25216 508679 37215 1588 571110 SCHOOL PROG. TUITION 611600 4802396 4802396 AFTER SCHOOL PROGRAM 611600 118992 118992 4921388 24460 24460 5170 26917 0 0 5170 26917 32087 32087 224220 25216 150727 73493 73493 5622538 4953475 0 97953 2887510 2294224 573286 20000 136298 106298 28989 1011 214080 174515 38231 1334 351025 271765 76588 2672 2892 2892 40000 40000 9661 9661 70247 70247 37061 3706 33355 30783 26166 4002 615 496 496 189652 161204 24655 3793 750495 637921 97564 15010 91968 78173 11956 1839 REPAIRS AND MAINTENANCE 327163 297071 26079 4013 FOOD SERVICE 217763 217763 UTILITIES 43571 37035 5664 872 INSTRUCTIONAL SUPPLIES 34102 34102 107775 80889 17884 9002 5542542 4491079 991302 60161 734790 176498 328912 275707 35250 259674 0 0 19451 0 29848340 10721808 19875499 19126532 619155 186476 0 0 21613057 20024887 580575 21355 960110 42625 1290761 822500 3442506 3271063 3309192 3757435 9583144 7914978 X 11764913 11758182 265000 271775 12029913 12109909 21613057 20024887 79996 0 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 479575 479575 479575 479575 479575 479575 479575 479575 479575 479575 0 0 2870834 2870834 26635780 10400153 16235627 341726 321655 20071 19126532 DEBT 3757435 3757435 X 4353329 0 4353329 1269209 1269209 5622538 0 0 0 0 0 PART V, LINE 4: THE SCHOOL HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: AS OF JUNE 30, 2017, MANAGEMENT BELIEVES THAT BASED ON EVALUATION OF THE SCHOOL'S TAX POSITIONS THAT ANY LIABILITY AS A RESULT OF UNCERTAIN TAX POSITIONS WOULD NOT BE MATERIAL. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS TO ASSIST IN EVALUATING THE SCHOOL'S TAX POSITIONS. ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, WOULD BE RECOGNIZED AS PART OF THE INCOME TAX POSITION. INCOME TAX RETURNS ARE FILED IN THE U.S. FEDERAL JURISDICTION AND STATE JURISDICTIONS. U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2013 ARE CLOSED. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 1,269,209. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE WILLOW SCHOOL ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE BASED ON RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. SCHEDULE E, PART I, LINE 6 STATE OF NEW JERSEY PROVIDES FUNDING FOR NURSING, TECHNOLOGY, SECURITY AND TEXBOOKS. THESE AMOUNTS A SPECIFIED BY THE STATE ANNUALLY. 1 X 1 1 X X X 0 0 0 0 0 0 0 0 0 FRANCISCO AYALA HEAD OF SCHOOL 168718 0 0 0 0 0 5335 0 27404 0 201457 0 0 0 SCHEDULE J - PART 1 - QUESTION 1A AN ANNUAL HOUSING ALLOWANCE OF $23,000 IS PAID TO GERALD LOEWEN. THE ELM FOUNDATION A BOARD MEMBER IS A BOARD MEMBER OF THE FOUNDATION FINANCE CONSTRUCTION OF NEW HWNC X 900000 783500 0 1 1 PEARL BIEDRON FINANCE CONSTRUCTION OF NEW HWNC X 39000 39000 0 1 1 822500 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 RETURN IS REVIEWED BY FRANCISCO AYALA (HEAD OF SCHOOL) AND GABRIEL GARCIA (DIRECTOR OF BUSINESS AND OPERATIONS). IT IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR ADDITIONAL REVIEW AND FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MONITORS CONFLICTS BY REVIEWING ALL VENDORS FOR ANY DIRECT RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT TO ANY OF THE BOARD MEMBERS AND OR ANY OTHER INDIVIDUALS HAVING INFLUENCE OVER THE BOARD. INDIVIDUALS MUST DECLARE ANY POTENTIAL CONFLICT IN WRITING TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/ EXECUTIVE DIRECTOR: 1. WRITTEN EMPLOYMENT CONTRACT 2. COMPENSATION SURVEY OR STUDY FORM 990, PART VI, SECTION C, LINE 18 FORM 990, PART VI, SECTION C, LINE 19: THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE KEPT AT THE ORGANIZATION'S LOCATION AND CAN BE VIEWED BY ANY INQUIRING PARTY DURING NORMAL OFFICE HOURS. HARD COPIES ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC AFTER A REQUEST IS MADE IN WRITING. FORM 990, PAGE 12, PART XII,LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. FOR FISCAL YEAR ENDING JUNE 30, 2017, THE ORGANIZATION DID NOT CHANGE ITS SELECTION OF AN INDEPENDENT ACCOUNTANT.