2025-04-29T17:38:30-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2023-07-01 952701337 WINDWARD SCHOOL WIND 4242891013 11350 PALMS BOULEVARD LOS ANGELES CA 90066 TOM GILDER HEAD OF SCHOOL AND BOARD SECRETARY 4242891013 2025-04-29 1 1 JOHN TOSCANO P00358542 8605614000 2025-04-07 2023 2025-03-06 01:10:19Z TOM GILDER 11350 PALMS BOULEVARD LOS ANGELES CA 90066 49929718 0 X WWW.WINDWARDSCHOOL.ORG X 1971 CA WINDWARD SCHOOL IS A DYNAMIC COLLEGE-PREPARATORY SCHOOL THAT CHALLENGES EACH STUDENT TO ACHIEVE EXCELLENCE IN A NURTURING, INCLUSIVE COMMUNITY. 24 22 291 187 0 0 8573211 10441262 34626897 38009288 894150 712263 28321 -41822 44122579 49120991 2725254 2699642 0 0 23737319 26330501 0 0 1001187 14847914 13740998 41310487 42771141 2812092 6349850 114509325 132571576 57548816 67435425 56960509 65136151 X WINDWARD SCHOOL IS A DYNAMIC COLLEGE-PREPARATORY SCHOOL THAT CHALLENGES EACH STUDENT TO ACHIEVE EXCELLENCE IN A NURTURING, INCLUSIVE COMMUNITY. WINDWARD TEACHERS, PARENTS, AND ADMINISTRATORS WORK TOGETHER TO INSPIRE OUR STUDENTS TO BE RESPONSIBLE, CARING, WELL INFORMED, ETHICAL, PREPARED, AND WELL BALANCED YOUNG ADULTS. 0 0 39117528 2699642 38009288 WINDWARD SCHOOL IS A SUPPORTIVE, NURTURING COMMUNITY WITH A DIVERSE STUDENT BODY, CLASSES AVERAGING 16 STUDENTS, AND A STUDENT-FACULTY RATIO OF APPROXIMATELY 8:1. WINDWARD ALLOCATES APPROXIMATELY $2.5 MILLION EACH YEAR TO FINANCIAL AID. THE SCHOOL PROVIDES A VARIED AND CHALLENGING ACADEMIC PROGRAM AND OPPORTUNITIES FOR STUDENTS TO PARTICIPATE IN ATHLETICS, THE ARTS, AND SERVICE LEARNING. ALL WINDWARD STUDENTS ARE REQUIRED TO FULFILL A 40-HOUR COMMITMENT OF SERVICE LEARNING BEFORE GRADUATION.THE WINDWARD SCHOOL CURRICULUM OFFERS STUDENTS A CHOICE OF MORE THAN 100 DIFFERENT COURSES, INCLUDING A LARGE NUMBER OF ADVANCED PLACEMENT COURSES. 39117528 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 72 0 1 291 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X AYN FAUBERT 4242891013 11350 PALMS BLVD LOS ANGELES CA 90066 TOM GILDER HEAD OF SCHOOL AND BOARD SECRETARY 40.00 X X 820279 0 36344 COLIN ROSE FACULTY TRUSTEE 40.00 X 120433 0 20991 ALEX KWIT CHAIR OF THE BOARD 1.00 X X 0 0 0 ELLIOT GORDON VICE CHAIR OF THE BOARD 1.00 X X 0 0 0 MICHELLE TAUB VICE CHAIR OF THE BOARD 1.00 X X 0 0 0 AMY ELDON TURTELTAUB TRUSTEE 1.00 X 0 0 0 ANDREW SCHWARTZBERG TRUSTEE 1.00 X 0 0 0 ANN GIANOPULOS TRUSTEE 1.00 X 0 0 0 BRIAN WEITMAN TRUSTEE 1.00 X 0 0 0 CHELSEA PATTERSON TRUSTEE 1.00 X 0 0 0 ED GARGIULO TRUSTEE 1.00 X 0 0 0 ERICA TUKIAINEN TRUSTEE 1.00 X 0 0 0 GARETH ASTEN TRUSTEE 1.00 X 0 0 0 HEATHER MITCHELL TRUSTEE 1.00 X 0 0 0 JORDAN KAPLAN TRUSTEE 1.00 X 0 0 0 JULIET OH TRUSTEE 1.00 X 0 0 0 KAROL WATSON TRUSTEE 1.00 X 0 0 0 PERRIE WEINER TRUSTEE 1.00 X 0 0 0 RAJ SHOURIE TRUSTEE 1.00 X 0 0 0 RICH PACHULSKI TRUSTEE 1.00 X 0 0 0 ROSE HELM TRUSTEE 1.00 X 0 0 0 STEVE HENNING TRUSTEE 1.00 X 0 0 0 STEVE TRILLING TRUSTEE 1.00 X 0 0 0 VIVECA PAULIN-FARRELL TRUSTEE 1.00 X 0 0 0 DAWN BARRETT CHIEF OPERATING OFFICER 40.00 X 339441 0 34139 ERIC DAVID MANDEL ASSISTANT HOS, DIRECTOR OF MIDDLE SCHOOL 40.00 X 215830 0 26803 KEVIN NEWMAN ASSISTANT HOS, DIRECTOR OF COLLEGIATE DIVISION 40.00 X 205694 0 26185 JULIA COLEY ASSISTANT HOS, DIRECTOR OF PREP DIVISION 40.00 X 205361 0 26185 AYN FAUBERT DIRECTOR OF FINANCE 40.00 X 216632 0 25876 MELANIE ARIAS ASSOCIATE DIRECTOR OF THE PREP DIVISION 40.00 X 155915 0 17618 2279585 0 214141 96 0 1 0 TURNER CONSTRUCTION 1900 S STATE COLLEGE BLVD STE 150 ANAHEIM CA 92806 CONSTRUCTION 1924744 CULINART GROUP INC PO BOX 50196 LOS ANGELES CA 90074 FOOD SERVICE 1018472 JOHN SERGIO FISHER & ASSOCIATES INC 5567 RESEDA BLVD STE 208 TARZANA CA 91356 ARCHITECT 551999 UNISERVE FACILITIES SERVICES CORP 2363 S ATLANTIC BLVD COMMERCE CA 90040 MAINTENANCE 344003 TUMBLEWEED TRANSPORATION 22157 NETWORK PL CHICAGO IL 60673 BUS TRANSPORTATION 298309 10 58406 10382856 402104 10441262 TUITION AND FEES 611710 34019764 34019764 AUXILLARY SERVICES 611710 3984274 3984274 TUITION LATE CHARGES 611710 5250 5250 38009288 712263 712263 734692 734692 0 19952 58406 74035 -54083 -54083 OTHER REVENUE 900099 12261 12261 12261 49120991 38009288 0 670441 2699642 2699642 1405326 998891 266591 139844 18797186 17157588 1379020 260578 930027 869028 41363 19636 3777274 3701721 37570 37983 1420688 1333492 68074 19122 231378 201443 29935 76594 38297 38297 84890 84890 289180 256428 32752 1009678 903044 45248 61386 339730 298103 27751 13876 6882 6882 2364424 2009761 236443 118220 1756606 1743088 13336 182 293826 290639 3187 606448 491666 85860 28922 2623358 2248734 249749 124875 413912 352200 41141 20571 INSTRUCTIONAL EXPENSES 3113803 3060611 265 52927 EVENTS 530289 456270 6893 67126 42771141 39117528 2652426 1001187 608857 4206006 3939113 1102894 6616012 8541059 22700230 24318984 450375 472496 631159 744910 102805713 37099704 53871517 65706009 18974361 20922265 1998771 2055207 4718930 4501746 114509325 132571576 1845576 5123004 31397124 33629394 19492355 24106162 123364 100926 4690397 4475939 57548816 67435425 X 29270150 30845204 27690359 34290947 56960509 65136151 114509325 132571576 X 6349850 2111659 -285867 X X 0 1 X 1 0 X 6421680 4872898 9182771 8573211 10441262 39491822 6421680 4872898 9182771 8573211 10441262 39491822 6318155 33173667 30964 19324 24037 907459 712263 1694047 22002 493 20214 15532 12261 70502 41256371 70502 0.80410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1028782 134356 1163138 948367 80415 1028782 1079680 -131313 948367 864761 219130 4211 1079680 843464 25354 4057 864761 0.00000 1.00000 0.00000 0 0 1786617 1786617 27707812 7802955 19904857 40950126 17389502 23560624 15884710 11907247 3977463 16476448 16476448 65706009 LEASE LIABILITIES - FINANCING 94190 LEASE LIABILITIES - OPERATING 4381749 4475939 X 48162251 2111659 -2985509 -873850 49036101 84890 84890 49120991 39986609 0 39986609 84890 2699642 2784532 42771141 PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -2,699,642. LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -285,867. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,699,642. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 WINDWARD SCHOOL ADVERTISES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL ITS BROCHURES AND CATALOGUES DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. THE SCHOOL HAS ALSO PUBLICIZED ITS NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE AT ALL TIME DURING THE YEAR. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 827920 0 0 0 0 0 0 827920 0 827920 0 0 0 1 0 0 PART I, LINE 3: THESE INVESTMENTS ARE MADE BY THE SCHOOL'S INVESTMENT ADVISORS, ANGELES INVESTMENTS. SPRING SOIREE 58406 58406 59817 58406 58406 59817 59817 -59817 1 FINANCIAL AID 58 2699642 FAIR VALUE FINANCIAL AID GIVEN TO STUDENTS IN THE FORM OF DISCOUNTED TUITION PART I, LINE 2 FINANCIAL AID IS AWARDED BY THE SCHOOL IN ACCORDANCE WITH THE FOLLOWING PROCEDURE. APPLICANTS COMPLETE A FINANCIAL AID FORM PREPARED BY THE SCHOOL AND STUDENT SERVICES OF NAIS ("SSS"). THE FORM IS THEN SUBMITTED TO THE SSS AND SSS THEN MAKES A RECOMMENDATION TO THE SCHOOL REGARDING THE AMOUNT OF FINANCIAL AID RECOMMENDED FOR EACH APPLICANT. FINANCIAL AID AT THE SCHOOL IS AWARDED BASED ON A FAMILY'S DEMONSTRATED FINANCIAL NEED. A STUDENT SHOULD NEVER BE AWARDED AID IN EXCESS OF HIS/HER NEED, AS ASSESSED BY THE FINANCIAL AID COMMITTEE AFTER UTILIZING ALL AVAILABLE INFORMATION. X 1 1 X X 0 0 0 0 0 0 0 0 0 TOM GILDER HEAD OF SCHOOL AND BOARD SECRETARY 720279 0 0 0 100000 0 19800 0 16544 0 856623 0 0 0 DAWN BARRETT CHIEF OPERATING OFFICER 339441 0 0 0 0 0 18843 0 15296 0 373580 0 0 0 ERIC DAVID MANDEL ASSISTANT HOS, DIRECTOR OF MIDDLE SC 215830 0 0 0 0 0 11831 0 14972 0 242633 0 0 0 AYN FAUBERT DIRECTOR OF FINANCE 216632 0 0 0 0 0 10945 0 14931 0 242508 0 0 0 KEVIN NEWMAN ASSISTANT HOS, DIRECTOR OF COLLEGIAT 205694 0 0 0 0 0 11240 0 14945 0 231879 0 0 0 JULIA COLEY ASSISTANT HOS, DIRECTOR OF PREP DIVI 205361 0 0 0 0 0 11240 0 14945 0 231546 0 0 0 MELANIE ARIAS ASSOCIATE DIRECTOR OF THE PREP DIVIS 155915 0 0 0 0 0 3600 0 14018 0 173533 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OF $100,000 WAS PROVIDED TO THE HEAD OF SCHOOL. HOUSING ALLOWANCE IS INCLUDED IN THE HEAD OF SCHOOL'S TAXABLE INCOME. PART I, LINE 3 THE COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED BY AN INDEPENDENT CONTRACTOR WHO DOES AN EXTENSIVE ANALYSIS AND PROJECTS OUT THREE YEARS. THE EXECUTIVE COMMITTEE AUTHROIZES AND APPROVES THE WAGES EACH YEAR, AS ALL EMPLOYEES ARE BENCHMARKED ANNUALLY. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 2020-07-15 24568650 CAPITAL EXPANSION AND REFINANCING PRIOR DEBT 0 0 0 B CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 2023-06-29 24945000 FINANCING THE CONSTRUCTION AND EQUIPPING, IMPROVING FACILITIES 0 0 0 A 5738660 24568650 159931 6412196 17996523 2022 1 0 1 1 B 24945000 155291 24789709 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 A 0 B 0 X 18 379354 FMV X VARIOUS GOODS 10 22750 FMV 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF NON-CASH TRANSACTIONS. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE IS RESPONSIBLE FOR ADVISING THE BOARD CHAIR AND THE HEAD OF SCHOOL, EVALUATING THE PERFORMANCE AND SETTING THE COMPENSATION OF THE HEAD OF SCHOOL, MONITORING THE PROGRESS OF THE BOARD AND THE STRATEGIC PLAN, AND MAKING DECISIONS DELEGATED TO IT BY THE BOARD BETWEEN BOARD MEETINGS. THE COMMITTEE SHALL CONSIST OF THE CURRENT OFFICERS OF THE BOARD WITH THE HEAD OF SCHOOL SERVING AS AN EX-OFFICIO MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE, THE CHIEF OPERATIONG OFFICER, THE HEAD OF SCHOOL, THE CHAIR OF THE FINANCE AND OPERATIONS COMMITTEE AND THE CHAIR OF THE BOARD OF TRUSTEES REVIEW THE 990 FORMS PRIOR TO SUBMITTING THEM TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL'S BOARD OF TRUSTEES HAS ADOPTED A CONFLICT OF INTEREST POLICY TO ENSURE THAT BOARD ACTIONS ARE ADOPTED FREE FROM ANY ACTUAL OR APPEARANCE OF CONFLICT OF INTEREST. TRUSTEES ARE EXPECTED TO USE COMMON SENSE AND GOOD JUDGEMENT IN THE EXERCISE OF THEIR DUTIES. WHILE THIS LIST IS NOT EXHAUSTIVE, THE FOLLOWING ARE COMMON EXAMPLES THAT COULD GIVE RISE TO A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. (A) A TRUSTEE OR A MEMBER OF THE TRUSTEE'S IMMEDIATE FAMILY IS RELATED TO ANY SCHOOL EMPLOYEE OR RELATIVE OF AN EMPLOYEE BY BLOOD, MARRIAGE OR DOMESTIC PARTNERSHIP WHICH EMPLOYEE OR RELATIVE COULD BE IMPACTED BY A MATTER TO BE CONSIDERED BY THE BOARD. (B) A TRUSTEE, OR ANY ENTITY BY WHICH THE TRUSTEE OR A MEMBER OF THE TRUSTEE'S IMMEDIATE FAMILY IS EMPLOYED OR IN WHICH THE TRUSTEE HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, STANDS TO BENEFIT FROM A SCHOOL TRANSACTION, INCLUDING WITHOUT LIMITATION RECEIVING PAYMENT FROM THE SCHOOL FOR ANY CONTRACT, GOOD, OR SERVICE, OTHER THAN IN REIMBURSEMENT FOR REASONABLE EXPENSES INCURRED ON BEHALF OF THE SCHOOL. (C) A TRUSTEE, OR A MEMBER OF THE TRUSTEE'S IMMEDIATE FAMILY, HAS A REAL PROPERTY INTEREST THAT COULD BE IMPACTED(EITHER POSITIVELY OR NEGATIVELY) BY THE SCHOOL'S OPERATIONS FOLLOWING DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD CHAIR SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. IF SO, THE CHAIR SHALL REFER THE MATTER TO THE EXECUTIVE COMMITTEE WHICH SHALL DETERMINE HOW BEST TO PROTECT THE SCHOOL'S INTEREST. THE CHAIR OF THE BOARD SHALL DISCLOSE HIS OR HER OWN ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE REMAINDER OF THE EXECUTIVE COMMITTEE, WHO SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS. IF SO, REFER THE MATTER TO THE EXECUTIVE COMMITTEE, WHICH SHALL DETERMINE HOW BEST TO PROTECT THE SCHOOL'S INTEREST. EACH TRUSTEE MUST SIGN AND DATE THIS POLICY ANNUALLY, AT OR BEFORE THE FIRST FALL BOARD MEETING. IN ADDITION, KEY EMPLOYEES PARTICIPATE IN AN ANNUAL CONFLICT OF INTEREST SIGN-OFF. A TRUSTEE WHO IS INVOLVED IN A POTENTIAL CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON ANY MATTERS RELATED WITH THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE SCHOOL USES THE BENCHMARKING TOOL PROVIDED BY THE NAIS TO COMPARE AND EVALUATE THE COMPENSATION PACKAGES OF SIMILAR POSITIONS IN THE AREA. IN ADDITION, THE SCHOOL HIRES AN INDEPENDENT CONSULTANT THAT EVALUATES THE COMPENSATION PACKAGES OF SEVERAL HEADS OF SCHOOL IN THE AREA. THE EXECUTIVE COMMITTEE REVIEWS BOTH REPORTS, EVALUATES THE RESULTS AND SETS THE NEW COMPENSATION FOR THE HEAD OF SCHOOL. HEAD OF SCHOOL COMPENSATION WAS REVIEWED IN THE 2024 SCHOOL YEAR BY THE EXECUTIVE COMMITTEE. THE HEAD OF SCHOOL REVIEWS, EVALUATES AND DECIDES THE COMPENSATION PACKAGES OF KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE SCHOOL MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION WITHOUT CHARGE DURING REGULAR BUSINESS HOURS AT THE BUSINESS OFFICE. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -285,867. FORM 990, PART XII, LINE 2C: AUDIT COMMITTEE IS RESPONSIBLE FOR RECOMMENDING THE RETENTION AND, AS APPLICABLE, TERMINATION OF AN INDEPENDENT AUDITING FIRM FOR THE CORPORATION, AND ON AN ANNUAL BASIS, REVIEW THE AUDIT WITH THE INDEPENDENT AUDITOR.