THE WINDWARD SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE WINDWARD SCHOOL (EIN 13-1740499)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202501359349317750
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T19:00:58+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 West 50th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINDWARD SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 9149496968 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 MAMARONECK AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE WILLIAMSON | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 9149496968 | PhoneNum |
| Signature | 2025-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Shapiro | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Preparation | 2025-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMIE WILLIAMSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 MAMARONECK AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $87,881,851 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEWINDWARDSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | WINDWARDS' MISSION IS TO REMEDIATE STUDENTS' DYSLEXIA OR OTHER LANGUAGE-BASED LEARNING DISABILITIES AND RETURN STUDENTS TO MAINSTREAM SCHOOLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 474 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,124,627 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,434,595 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,635,093 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $69,960,579 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,778,113 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,061,893 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,748,815 | PYOtherRevenueAmt |
| CY Other Revenue | $1,010,339 | CYOtherRevenueAmt |
| PY Total Revenue | $85,286,648 | PYTotalRevenueAmt |
| CY Total Revenue | $78,467,406 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,594,911 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,568,071 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,311,229 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,803,516 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,974,963 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,873,407 | PYOtherExpensesAmt |
| CY Other Expenses | $17,636,444 | CYOtherExpensesAmt |
| PY Total Expenses | $71,779,547 | PYTotalExpensesAmt |
| CY Total Expenses | $75,008,031 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,507,101 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,459,375 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $195,920,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $193,473,529 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,942,284 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,352,177 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $160,978,339 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $170,121,352 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $60,158,165 | ExpenseAmt |
| Grant | $8,568,071 | GrantAmt |
| Revenue | $69,785,177 | RevenueAmt |
| Desc | EDUCATION - ON THREE CAMPUSES, WINDWARD EDUCATED 960 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,547,696 | ExpenseAmt |
| Revenue | $175,402 | RevenueAmt |
| Desc | 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 PRINT 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $62,705,861 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 474 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ZAMERSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149496968 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 MAMARONECK AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVID FRIEDLAND | |||||||
| TREASURER | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNY PRICE | |||||||
| 2ND VICE PRESIDENT | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARIA REED | |||||||
| SECRETARY | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELL KATZ | |||||||
| 1ST VICE PRESIDENT | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICIA WOLFF | |||||||
| PRESIDENT | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AKEELA ASCUY | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| ANIKE WARIEBI | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS DOOLEY | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| DENIS O'LEARY III | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| IAN LEVINE | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY GOLDENBERG | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER WEYBURN | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MAGDALENA ZAVALIA MIGUENS | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MARKO SONNENBERG | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MEREDITH JENKINS | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL CUMMINS | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS VAN AMBURG | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| PETER D'AVANZO | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| REED BRODSKY | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| REED SWITZER | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| SANDIP SINGH | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| STACI MARLOWE | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS COLEMAN | |||||||
| BOARD MEMBER | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| BETH ZAMERSKI | |||||||
| CFO (START 7/5/2023) | 40.0 | Yes (X) | $160,866 | $0 | $31,311 | ||
| JAMIE WILLIAMSON | |||||||
| HEAD OF SCHOOL | 40.0 | Yes (X) | $809,468 | $0 | $81,849 | ||
| STEPHEN LITTELL | |||||||
| CFO (UNTIL 7/31/2023) | 40.0 | Yes (X) | $196,311 | $0 | $18,385 | ||
| ALEXIS POCHNA | |||||||
| DIRECTOR OF THE WINDWARD INSTITUTE | 40.0 | $239,826 | $0 | $23,343 | Yes (X) | ||
| BETSY DUFFY | |||||||
| DIR. OF LANGUAGE ARTS AND INSTR. | 40.0 | $267,553 | $0 | $26,919 | Yes (X) | ||
| CHRIS EBERHARD | |||||||
| CAMPUS HEAD | 40.0 | $226,327 | $0 | $33,641 | Yes (X) | ||
| JON ROSENSHINE | |||||||
| ASSOCIATE HEAD OF SCHOOL | 40.0 | $275,893 | $0 | $55,349 | Yes (X) | ||
| LUCY GODMAN | |||||||
| CHIEF ADVANCEMENT OFFICER | 40.0 | $302,981 | $0 | $55,242 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,479,225 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $326,039 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 98 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $137,164 | FundraisingAmt |
| All Other Contributions | $5,297,431 | AllOtherContributionsAmt |
| Noncash Contributions | $415,947 | NoncashContributionsAmt |
| Total Contributions | $5,434,595 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION AND FEES | 611110 | $69,785,177 | $69,785,177 |
| TEACHER TRAINING INSTITUTE | 611710 | $175,402 | $175,402 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $69,960,579 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,900,651 | TotalRevenueColumnAmt |
| Exclusion | $1,900,651 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,200 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,200 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,200 | TotalRevenueColumnAmt |
| Exclusion | $39,200 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,200,050 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,038,808 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $161,242 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,242 | TotalRevenueColumnAmt |
| Exclusion | $161,242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $859,235 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $137,164 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $375,637 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $483,598 | TotalRevenueColumnAmt |
| Exclusion | $483,598 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| YEARBOOK | 900099 | $1,115 | $1,115 |
| NY PAID FAMILY LEAVE REIMBURSEMENT | 900099 | $69,136 | $69,136 |
| RECOVERY OF BAD DEBT | 900099 | $358,000 | $358,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $487,541 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,467,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,960,579 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,072,232 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,568,071 | TotalAmt |
| Program Services | $8,568,071 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,329,703 | TotalAmt |
| Program Services | $1,112,361 | ProgramServicesAmt |
| Management And General | $174,462 | ManagementAndGeneralAmt |
| Fundraising | $42,880 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,234,066 | TotalAmt |
| Program Services | $30,317,402 | ProgramServicesAmt |
| Management And General | $4,744,470 | ManagementAndGeneralAmt |
| Fundraising | $1,172,194 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,731,118 | TotalAmt |
| Program Services | $2,280,944 | ProgramServicesAmt |
| Management And General | $364,504 | ManagementAndGeneralAmt |
| Fundraising | $85,670 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,807,334 | TotalAmt |
| Program Services | $4,850,104 | ProgramServicesAmt |
| Management And General | $775,066 | ManagementAndGeneralAmt |
| Fundraising | $182,164 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,701,295 | TotalAmt |
| Program Services | $2,256,037 | ProgramServicesAmt |
| Management And General | $360,524 | ManagementAndGeneralAmt |
| Fundraising | $84,734 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,331 | TotalAmt |
| Management And General | $136,331 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,404 | TotalAmt |
| Management And General | $81,404 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,182 | TotalAmt |
| Management And General | $306,182 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,941,979 | TotalAmt |
| Program Services | $1,321,771 | ProgramServicesAmt |
| Management And General | $1,524,592 | ManagementAndGeneralAmt |
| Fundraising | $95,616 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,968 | TotalAmt |
| Program Services | $113,152 | ProgramServicesAmt |
| Management And General | $1,816 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,227,786 | TotalAmt |
| Program Services | $2,333,483 | ProgramServicesAmt |
| Management And General | $671,598 | ManagementAndGeneralAmt |
| Fundraising | $222,705 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,925 | TotalAmt |
| Program Services | $13,799 | ProgramServicesAmt |
| Management And General | $192,126 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700,576 | TotalAmt |
| Program Services | $1,647,558 | ProgramServicesAmt |
| Management And General | $43,205 | ManagementAndGeneralAmt |
| Fundraising | $9,813 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,158 | TotalAmt |
| Program Services | $2,592 | ProgramServicesAmt |
| Management And General | $53,749 | ManagementAndGeneralAmt |
| Fundraising | $1,817 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,513 | TotalAmt |
| Program Services | $224,773 | ProgramServicesAmt |
| Management And General | $101,234 | ManagementAndGeneralAmt |
| Fundraising | $19,506 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,551 | TotalAmt |
| Program Services | $592,748 | ProgramServicesAmt |
| Management And General | $74,271 | ManagementAndGeneralAmt |
| Fundraising | $3,532 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,213,912 | TotalAmt |
| Program Services | $4,093,580 | ProgramServicesAmt |
| Management And General | $96,000 | ManagementAndGeneralAmt |
| Fundraising | $24,332 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,973 | TotalAmt |
| Management And General | $434,973 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $2,177,974 | $1,987,274 | $190,700 | |
| EXTRACURRICULAR | $990,212 | $990,212 | ||
| BAD DEBT | $30,000 | $30,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,008,031 | TotalAmt |
| Program Services | $62,705,861 | ProgramServicesAmt |
| Management And General | $10,327,207 | ManagementAndGeneralAmt |
| Fundraising | $1,974,963 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,527,266 | BOYAmt |
| EOY | $2,026,210 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,682 | BOYAmt |
| EOY | $547,254 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,257,176 | BOYAmt |
| EOY | $999,935 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,060,831 | BOYAmt |
| EOY | $3,131,114 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,094 | BOYAmt |
| EOY | $766,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $140,360,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,235,781 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,761,229 | BOYAmt |
| EOY | $99,125,009 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,819,560 | BOYAmt |
| EOY | $55,205,734 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,602,564 | BOYAmt |
| EOY | $23,079,983 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,592,221 | BOYAmt |
| EOY | $8,592,221 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,920,623 | BOYAmt |
| EOY | $193,473,529 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,280,523 | BOYAmt |
| EOY | $5,973,216 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,757,273 | BOYAmt |
| EOY | $9,988,199 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,904,488 | BOYAmt |
| EOY | $7,390,762 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,942,284 | BOYAmt |
| EOY | $23,352,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,515,043 | BOYAmt |
| EOY | $151,029,688 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,463,296 | BOYAmt |
| EOY | $19,091,664 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,978,339 | BOYAmt |
| EOY | $170,121,352 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,920,623 | BOYAmt |
| EOY | $193,473,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,459,375 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,683,638 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,739,084 | BeginningYearBalanceAmt |
| Contributions | $212,489 | ContributionsAmt |
| Investment Earnings Or Losses | $6,208,752 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $601,558 | OtherExpendituresAmt |
| End Year Balance | $53,558,767 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,654,628 | BeginningYearBalanceAmt |
| Contributions | $31,605,009 | ContributionsAmt |
| Investment Earnings Or Losses | $4,032,855 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $553,408 | OtherExpendituresAmt |
| End Year Balance | $47,739,084 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,174,050 | BeginningYearBalanceAmt |
| Contributions | $355,888 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,431,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $443,769 | OtherExpendituresAmt |
| End Year Balance | $12,654,628 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,203,395 | BeginningYearBalanceAmt |
| Contributions | $2,957,515 | ContributionsAmt |
| Investment Earnings Or Losses | $3,376,290 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $363,150 | OtherExpendituresAmt |
| End Year Balance | $14,174,050 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,640,199 | BeginningYearBalanceAmt |
| Contributions | $659,577 | ContributionsAmt |
| Investment Earnings Or Losses | $250,550 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $346,931 | OtherExpendituresAmt |
| End Year Balance | $8,203,395 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.5796 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.2112 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2092 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,634,950 | OtherCostOrOtherBasisAmt |
| Book Value | $19,634,950 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,168,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,274,217 | DepreciationAmt |
| Book Value | $75,894,378 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,517,259 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,961,564 | DepreciationAmt |
| Book Value | $2,555,695 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,039,986 | OtherCostOrOtherBasisAmt |
| Book Value | $1,039,986 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $99,125,009 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $23,079,983 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,079,983 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $75,276,791 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,683,638 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $5,683,638 | RevenueNotReportedAmt |
| Revenue Subtotal | $69,593,153 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $306,182 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $8,568,071 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,874,253 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $78,467,406 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $66,133,778 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $66,133,778 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $306,182 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $8,568,071 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,874,253 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $75,008,031 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 ASC 740 FOOTNOTE | 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. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | 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 4(b) Other revenues in form 990 not in audited financial statements | FINANCIAL AID - 8568071 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | FINANCIAL AID - 8568071 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | FormAndLineReferenceDesc |
| Explanation | THE NONDISCRIMINATION POLICY IS ACCESSIBLE IN THE FOOTER OF EVERY PAGE ON OUR WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Benefit | Event1Nm |
| Gross Receipts Event1 | $993,899 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $137,164 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $856,735 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $373,091 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $993,899 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $137,164 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $856,735 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $373,091 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $373,091 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $483,644 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Aid | GrantTypeTxt |
| Recipient | 185 | RecipientCnt |
| Cash Grant | $8,568,071 | CashGrantAmt |
| Non Cash Assistance | discount applied toward amount of tuition due to school | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMIE WILLIAMSON | ||||||||||||||
| HEAD OF SCHOOL | $675,408 | $0 | $0 | $0 | $134,060 | $0 | $55,750 | $0 | $26,099 | $0 | $891,317 | $0 | $0 | $0 |
| STEPHEN LITTELL | ||||||||||||||
| CFO (UNTIL 7/31/2023) | $179,799 | $0 | $0 | $0 | $16,512 | $0 | $18,226 | $0 | $159 | $0 | $214,696 | $0 | $0 | $0 |
| BETH ZAMERSKI | ||||||||||||||
| CFO (START 7/5/2023) | $144,384 | $0 | $0 | $0 | $16,482 | $0 | $14,885 | $0 | $16,426 | $0 | $192,177 | $0 | $0 | $0 |
| LUCY GODMAN | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $270,591 | $0 | $0 | $0 | $32,390 | $0 | $28,600 | $0 | $26,642 | $0 | $358,223 | $0 | $0 | $0 |
| JON ROSENSHINE | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL | $275,341 | $0 | $0 | $0 | $552 | $0 | $29,250 | $0 | $26,099 | $0 | $331,242 | $0 | $0 | $0 |
| BETSY DUFFY | ||||||||||||||
| DIR. OF LANGUAGE ARTS AND INSTR. | $261,092 | $0 | $0 | $0 | $6,461 | $0 | $26,526 | $0 | $393 | $0 | $294,472 | $0 | $0 | $0 |
| ALEXIS POCHNA | ||||||||||||||
| DIRECTOR OF THE WINDWARD INSTITUTE | $228,922 | $0 | $0 | $0 | $10,904 | $0 | $22,950 | $0 | $393 | $0 | $263,169 | $0 | $0 | $0 |
| CHRIS EBERHARD | ||||||||||||||
| CAMPUS HEAD | $226,327 | $0 | $0 | $0 | $0 | $0 | $6,999 | $0 | $26,642 | $0 | $259,968 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | 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. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | 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. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $408,697 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Art - Works of art - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS Securities - Publicly traded - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | 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, AND THE BROADER COMMUNITY. |
| Form 990, Part VI, Line 1a GOVERNING BODY DELEGATION | THE BOARD CONSISTS OF SUB-COMMITTEES, INCLUDING AN EXECUTIVE COMMITTEE. |
| Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body | 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, Line 11b Review of form 990 by governing body | 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, Line 12c Conflict of interest policy | 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, Line 15a Process to establish compensation of top management official | SALARY INCREASES AND/OR BONUSES FOR THE HEAD OF SCHOOL ARE APPROVED BY THE BOARD. SALARY WAS BASED ON A REVIEW DONE IN JUNE 2022, AND SUBSEQUENTLY ANOTHER REVIEW WAS COMPLETED IN JUNE 2023. ANOTHER REVIEW WILL OCCUR IN SPRING 2025. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | SALARY WAS BASED ON A REVIEW DONE IN JUNE 2022, AND SUBSEQUENTLY ANOTHER REVIEW WAS COMPLETED IN JUNE 2023, BY THE HEAD OF SCHOOL. A COMPENSATION STUDY FOR ALL EMPLOYEES WILL OCCUR DURING SPRING 2025. |
| Form 990, Part VI, Line 19 Required documents available to the public | WINDWARD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | ALL OTHER REVENUE - Total Revenue: 59290, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 59290; |
Comments