2020-06-30T16:02:17-05:00 2019-06-30 BKD LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2018-07-01 131740499 The Windward School % STEPHEN R LITTELL WIND 9149496969 40 West Red Oak Lane White Plains NY 10604 JAMIE WILLIAMSON HEAD OF SCHOOL 9149496968 2019-11-15 true Aaron Shapiro P01333816 2128674000 167.68.126.162 26511920201825000001 2020-06-30 P 639FA2D2E9C7514468448168538C7F6B167F33D6 6EF7E506F0EB9D8B772D1A3D38FBD5C32131A5DB 2018 2021-01-29 14:40:06Z JAMIE WILLIAMSON 40 WEST RED OAK LANE WHITE PLAINS NY 10604 105823788 false X WWW.THEWINDWARDSCHOOL.ORG X 1926 NY PROVIDING A PROVEN EDUCATIONAL PROGRAM TO STUDENTS WITH LANGUAGE-BASED LEARNING DISABILITIES IN FIRST THROUGH NINTH GRADE. 25 25 398 50 0 0 6256695 4128516 49907191 54646938 17472561 14601118 605794 134370 74242241 73510942 5172676 6059380 0 0 30431683 33372930 0 0 1297876 9970700 10483999 45575059 49916309 28667182 23594633 143885993 154438827 41534842 41545755 102351151 112893072 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 false 41055707 6059380 54379768 EDUCATION- THE SCHOOL EDUCATED 908 STUDENTS ON THREE CAMPUSES WHO ALL STRUGGLE WITH LANGUAGE-BASED LEARNING DISABILITIES. THE CHILDREN ALL HAVE AVERAGE TO ABOVE-AVERAGE INTELLIGENCE AND ARE TAUGHT WITH A SCIENTIFICALLY-PROVEN TEACHING METHODOLOGY. STUDENTS STAY AT WINDWARD FOR AN AVERAGE OF FOUR YEARS AND THEN RETURN TO MAINSTREAM INDEPENDENT AND PUBLIC SCHOOLS AFTER WHICH 99% ATTEND COLLEGE. 1299798 267170 WINDWARD TEACHER TRAINING INSTITUTE - THE WINDWARD TEACHER TRAINING INSTITUTE (WTTI) SERVES APPROXIMATELY 1,500 PARTICIPANTS BY OFFERING COURSES, WORKSHOPS, PARENT SEMINARS, AND LECTURES. WTTI IS NATIONALLY ACCREDITED TO GRANT CERTIFICATION IN MULTISENSORY STRUCTURED READING. SINCE 1988 THE WTTI HAS SERVED AS A RESOURCE FOR EDUCATORS, PROFESSIONALS, AND PARENTS SEEKING TO ENHANCE THEIR KNOWLEDGE AND EXPERTISE IN THE AREA OF CHILD DEVELOPMENT, LEARNING THEORY, AND PEDAGOGY. 42355505 true true false false false false false false false true true true false false false false true false true false false false false false true false false false true true false false false false false false false false true false false false false false false false false true 68 0 398 true true true false false false false true true false false false false false false X 25 25 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 Ellen Bowman President 3.0 0.0 X X 0 0 0 Timothy Jones Vice President 3.0 0.0 X X 0 0 0 Mitchell J Katz Secretary 3.0 0.0 X X 0 0 0 Mark A Ellman Treasurer 3.0 0.0 X X 0 0 0 Dana Canedy Board Member 2.0 0.0 X 0 0 0 Arthur Ceria Board Member 2.0 0.0 X 0 0 0 Thomas J Coleman Board Member 2.0 0.0 X 0 0 0 Elizebeth A Crain Board Member 2.0 0.0 X 0 0 0 Peter A D'Avanzo Board Member 2.0 0.0 X 0 0 0 Nicholas B Finn Board Member 2.0 0.0 X 0 0 0 David Friedland Board Member 2.0 0.0 X 0 0 0 Alexander A Gendzier Board Member 2.0 0.0 X 0 0 0 Jeffrey B Goldenberg Board Member 2.0 0.0 X 0 0 0 Gregory D Kennedy Board Member 2.0 0.0 X 0 0 0 Stacy S Kuhn Board Member 2.0 0.0 X 0 0 0 Joseph Lorono Board Member 2.0 0.0 X 0 0 0 Stacy Marlowe Board Member 2.0 0.0 X 0 0 0 Janice Meyer Board Member 2.0 0.0 X 0 0 0 Denis O'Leary Board Member 2.0 0.0 X 0 0 0 Jenny Price Board Member 2.0 0.0 X 0 0 0 Maria Reed Board Member 2.0 0.0 X 0 0 0 Eric Schwartz 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 JOHN J RUSSELL HEAD OF SCHOOL 40.0 0.0 X 985707 0 0 Stephen R Littell CFO/Assistant Head of School 40.0 0.0 X 302214 0 18136 SANDRA SCHWARZ DIRECTOR OF TTI 40.0 0.0 X 246116 0 0 Elizabeth Duffy Director of Language Arts 40.0 0.0 X 217578 0 0 Jonathan Rosenshine Associate Head of School 40.0 0.0 X 210706 0 27163 BARBARA Drayer DIRECTOR OF DEVELOPMENT 40.0 0.0 X 202680 0 8403 CHRISTOPHER EBERHARD HEAD OF MIDDLE SCHOOL 40.0 0.0 X 187317 0 22436 2352318 0 76138 48 false true false SPENCER STOURT PO BOX 98991 CHICAGO IL 60693 RECRUITMENT 175681 DIVNEY TUNG SCHWALBE LLP ONE NORTH BROADWAY WHITE PLAINS NY 10601 LEGAL 167383 PAL LANDSCAPING CORP 14 UPPER LAKE ROAD MAHOPAC NY 10541 LANDSCAPING 147525 US SECURITY ASSOCIATES INC PO BOX 828854 PHILADELPHIA PA 19182 SECURITY 132632 4 98696 4029820 194877 4128516 STUDENT TUITION AND FEES 611110 54379768 54379768 TEACHER TRAINING INSTITUTE 611710 267170 267170 54646938 554411 554411 0 0 0 0 0 46281046 32234339 14046707 14046707 14046707 48972 98696 78507 -29535 -29535 0 0 0 0 0 0 STUDENT ACTIVITIES 900099 19780 19780 YEARBOOK 900099 32431 32431 MISCELLANEOUS 900099 111694 111694 163905 73510942 54646938 14735488 0 6059380 6059380 0 0 1408411 1197150 169009 42252 0 25122184 21205344 3234979 681861 1693433 1369400 255725 68308 3293425 2901319 352520 39586 1855477 1502936 278322 74219 704 704 149440 149440 52225 52225 0 0 85199 85199 854739 371136 430899 52704 259434 39370 220064 2492180 1909007 302650 280523 123331 94 123237 0 1641470 1553266 67933 20271 38785 12800 23852 2133 0 180506 180131 375 0 0 2886295 2731200 119451 35644 175668 175668 BAD DEBT 123020 123020 LIBRARY AND EXTRACURRICULAR 376418 376418 FOOD SERVICE 1044585 946554 98031 49916309 42355505 6262928 1297876 23546382 14070992 1564750 831173 4136806 2239688 50861 148395 0 0 0 0 0 0 0 0 695208 718530 96469323 25054722 72591592 71414601 28953380 52237551 12347014 12755737 0 0 0 0 0 22160 143885993 154438827 2878722 4011962 0 0 20304297 20029981 0 0 0 0 0 0 18351823 17503812 0 0 0 0 41534842 41545755 X 88013463 99869480 7867829 6463592 6469859 6560000 102351151 112893072 143885993 154438827 23594633 -13052712 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7609385 90141 276345 335672 7640199 6749830 445859 737582 323886 7609385 6112324 102840 844721 310055 6749830 6529443 101160 -229786 288493 6112324 6459318 296846 106682 333403 6529443 0.85280 0.14720 false false 9634950 9634950 78175335 19371344 58803991 7889398 5683378 2206020 769640 769640 71414601 ALTERNATIVE INVESTMENTS 12755737 F 12755737 54313651 -13052712 -13052712 67366363 85199 6059380 6144579 73510942 43771730 43771730 85199 6059380 6144579 49916309 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: $6,059,380 Schedule D, Part XII, Line 4B Financial Aid: $6,059,380 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. GOLF OUTING 147668 98696 48972 52854 25653 0 147668 98696 48972 52854 25653 78507 -29535 true FINANCIAL AID FOR STUDENTS 151 6059380 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 true true X X X X false true false false false false false true false JOHN J RUSSELL HEAD OF SCHOOL 648589 0 0 0 337118 0 0 0 0 985707 0 333333 SANDRA SCHWARZ DIRECTOR OF TTI 239395 0 5000 0 1721 0 0 0 0 0 246116 0 Elizabeth Duffy Director of Language Arts 210134 0 5000 0 2444 0 0 0 0 0 217578 0 Jonathan Rosenshine Associate Head of School 210377 0 0 0 329 0 0 0 27163 0 237869 0 BARBARA Drayer DIRECTOR OF DEVELOPMENT 199924 0 2500 0 256 0 0 0 8403 0 211083 0 CHRISTOPHER EBERHARD HEAD OF MIDDLE SCHOOL 182074 0 5000 0 243 0 0 0 22436 0 209753 0 Stephen R Littell CFO/Assistant Head of School 294166 5000 3048 18136 320350 SCHEDULE J, PART I, LINE 1: JOHN RUSSEL AND LESLIE ZUCKERWISE RECEIVED A HOUSING ALLOWANCE. BOTH WERE REPORTED AS TAXABLE COMPENSATION. 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. SCHEDULE J, PART I, LINE 4B JOHN RUSSELL received a payment from his 457(f) plan of, $333,333. X 26 194877 COST false true false Part I, Column B Windward School is reporting the number of contributions. FORM 990, PART VI, LINE 1A 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 2018, AND SUBSEQUENTLY ANOTHER REVIEW WAS COMPLETED IN JUNE 2019. FORM 990, PART VI, SECTION B, LINE 15B SALARY WAS BASED ON A REVIEW DONE IN JUNE 2018, AND SUBSEQUENTLY ANOTHER REVIEW WAS COMPLETED IN JUNE 2019. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND FOOTNOTES ARE SUBMITTED TO THE EMMA WEBSITE FOR PUBLIC VIEWING - GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT SUBMITTED, HOWEVER OTHER GOVERNING DOCUMENTS, POLICIES, ETC ARE AVAILABLE TO THE PUBLIC UPON REQUEST.