2025-05-15T18:04:04-05:00 2024-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-07-01 223744812 THE WILLOW SCHOOL INC WILL 9084709500 1150 POTTERSVILLE ROAD GLADSTONE NJ 07934 FRANCISCO AYALA HEAD OF SCHOOL 9084709500 2025-05-15 1 1 MELISSA MODELSON P01603524 9143818900 2025-05-15 2023 2025-03-06 01:10:19Z FRANCISCO AYALA 1150 POTTERSVILLE ROAD GLADSTONE NJ 07934 6161891 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. 11 11 68 40 0 0 571110 600205 4921388 5237737 24460 263 105580 197749 5622538 6035954 0 1023255 0 0 3588913 4185571 0 0 51509 1953629 1243476 5542542 6452302 79996 -416348 20024887 20510314 7914978 9451936 12109909 11058378 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 5424611 1023255 5237737 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. 5424611 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 68 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NJ X GABRIEL GARCIA 9084709500 1150 POTTERSVILLE ROAD GLADSTONE NJ 07934 DAVID WOLFE CHAIRMAN 1.00 X X 0 0 0 KAMRAN RAFIEYAN VICE CHAIRMAN 1.00 X X 0 0 0 LORING BIEDRON MEMBER 1.00 X 0 0 0 MILLER BUGLIARI MEMBER 1.00 X 0 0 0 BLAKE ELLMAN MEMBER 1.00 X 0 0 0 ADAM KALKIN MEMBER 1.00 X 0 0 0 GLENN LIKUS MEMBER 1.00 X 0 0 0 ROB PRITCHARD MEMBER 1.00 X 0 0 0 SAMIR SHERIF MEMBER 1.00 X 0 0 0 WANDA SHOER MEMBER 1.00 X 0 0 0 PEARL GRETCHEN JOHNSON MEMBER 1.00 X 0 0 0 FRANCISCO AYALA HEAD OF SCHOOL 40.00 X 229777 0 88071 MEGAN COY ASSISTANT HEAD OF SCHOOL 40.00 X 94717 0 20396 GABRIEL GARCIA DIR. OF BUSINESS OPERATIONS 40.00 X 73882 0 18488 398376 0 126955 1 0 1 0 0 149730 450475 600205 TUITION AND FEES 611600 4904650 4904650 AFTER SCHOOL PROGRAM 611600 220387 220387 STUDENT SERVICES 611600 106200 106200 TEAM SPORTS REVENUE 611600 6500 6500 5237737 27100 0 27100 27100 27100 1837 1574 263 263 263 148325 149730 124363 23962 23962 4900 0 4900 4900 OTHER INCOME 900099 141787 141787 141787 6035954 5237737 0 198012 1023255 1023255 525332 525332 50000 50000 2628955 1988771 618604 21580 114171 86782 26465 924 549701 502716 45401 1584 317412 234631 79991 2790 175 175 27000 27000 16860 16860 90926 90926 91964 9196 82768 30020 25517 3903 600 81451 69233 10588 1630 1911 1911 206149 175227 26799 4123 57116 41845 13235 2036 FOOD AND FOOD SERVICES 263318 263318 REPAIRS AND MAINTENANCE 151945 138270 12156 1519 PARENT'S ASSOCIATION 105782 105782 MISCELLANEOUS 30949 23212 5261 2476 87910 70598 5065 12247 6452302 5424611 976182 51509 176498 382208 275707 301578 259674 559173 9076 3974 29957332 10725035 19126532 19232297 186476 6 0 22002 20024887 20510314 21355 938811 42625 565354 1252583 1252583 6598415 6672868 0 22320 7914978 9451936 X 11838134 11058378 271775 0 12109909 11058378 20024887 20510314 -416348 -635183 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 479575 479575 479575 479575 479575 479575 479575 479575 479575 479575 1.00000 0 0 2322320 2322320 26746300 10010267 16736033 548514 420088 128426 340198 294680 45518 19232297 RIGHT-OF-USE ASSET 22320 22320 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 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. THE ORGANIZATION'S POLICY IS POSTED ON ITS WEBSITE. GALA 248430 136730 111700 4900 15000 11031 14333 38644 GOLF 49625 13000 36625 33402 7053 298055 149730 148325 4900 15000 44433 21386 38644 124363 23962 1 FINANCIAL AID 56 1023255 PART I, LINE 2: FINANCIAL AID IS NEED-BASED AND ELIGIBLE FAMILIES ARE AWARDED ASSISTANCE THAT DOES NOT HAVE TO BE REPAID. CANDIDATES FOR ADMISSIONS ARE EVALUATED ON THEIR POTENTIAL TO THRIVE AT WILLOW, HENCE, ADMISSIONS AND FINANCIAL AID DECISIONS ARE MADE INDEPENDENT OF EACH OTHER. TUITION ASSISTANCE APPLICATIONS ARE COMPLETED THROUGH FACTS, WHICH PROVIDES FINANCIAL DATA, FORMULAS, AND RECOMMENDATIONS NEEDED TO MAKE THE MOST EQUITABLE DECISIONS POSSIBLE. THIS THIRD-PARTY SERVICE PROVIDES A GREATER LEVEL OF OBJECTIVITY AND IMPARTIALITY AND ENSURES TUITION ASSISTANCE AWARDS ARE MADE ACCORDING TO NATIONAL STANDARDS IN A SECURE AND CONFIDENTIAL MANNER. X X 0 0 0 0 0 0 0 0 0 FRANCISCO AYALA HEAD OF SCHOOL 179777 0 50000 0 0 0 11514 0 76557 0 317848 0 0 0 KAMRAN RAFIEYAN BOARD MEMBER GENERAL OPERATING SUPPORT X 374854 374854 0 1 1 DAVID WOLFE BOARD MEMBER GENERAL OPERATING SUPPORT X 287032 287032 0 1 1 GRETCHEN JOHNSON BOARD MEMBER GENERAL OPERATING SUPPORT X 368316 368316 0 1 1 JONATHAN WOLFE FAMILY MEMBER OF A BOARD MEMBER GENERAL OPERATING SUPPORT X 111245 111245 0 1 1 EUGENE KALKIN FAMILY MEMBER OF A BOARD MEMBER GENERAL OPERATING SUPPORT X 111136 111136 0 1 1 1252583 DOMINIQUE WOLFE WIFE OF BOARD MEMBER 50000 EMPLOYMENT 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 AFTER THE RETURN IS FILED WITH THE IRS. 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 COMPENSATION FOR OFFICERS, DEPENDING ON THE OFFICER, IS DETERMINED BY SAID OFFICER'S SUPERVISOR AND/OR REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. EVALUATIONS ARE CONDUCTED FOR EACH OFFICER AND USED IN DETERMINING THEIR COMPENSATION FOR THE FOLLOWING YEAR. THE LAST BOARD APPROVAL FOR EXECUTIVE (HEAD OF SCHOOL) COMPENSATION WAS IN 2022 WITH THE NEXT RENEWAL PERIOD IN 2025. 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. THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC AFTER A REQUEST IS MADE IN WRITING.