2019-05-10T19:44:48-05:00 2018-06-30 BKD LLP 655 Third Avenue 1200 New York NY 10017 990 2017-07-01 131740499 The Windward School % STEPHEN LITTELL WIND 9149496969 40 West Red Oak Lane White Plains NY 10604 DR JOHN J RUSSELL HEAD OF SCHOOL 9149496968 2019-05-15 true Aaron Shapiro P01333816 2128674000 167.68.126.162 26511920191305000007 2019-05-10 P 674A50B43A73F6FB32B158B5D35A1FBBFCB6150C 8BAB167CC20738F3D1E6B133BEB8A02CA90C437F 2017 2019-02-21 02:37:17Z DR JOHN J RUSSELL 40 WEST RED OAK LANE WHITE PLAINS NY 10604 79583908 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 25 377 50 0 5405 5585476 6256695 44861326 49907191 992972 17472561 185903 605794 51625677 74242241 4675033 5172676 0 0 27131468 30431683 0 0 1358263 9324282 9970700 41130783 45575059 10494894 28667182 129100321 143885993 39165950 41534842 89934371 102351151 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 37426358 5172676 49614834 EDUCATION- THE SCHOOL EDUCATED 862 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. 1157517 292357 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. 38583875 true true 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 41 0 377 true true true false false false false true true 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 LITTELL 9149496968 40 WEST RED OAK LANE WHITE PLAINS NY 10604 X 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 MARK A ELLMAN TREASURER 3.0 0.0 X X 0 0 0 MITCHELL J KATZ SECRETARY 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 GEORGE P DAVISON BOARD MEMBER 2.0 0.0 X 0 0 0 NICHOLAS B FINN BOARD MEMBER 2.0 0.0 X 0 0 0 DEVON S FREDERICKS 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 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 PATRICIA WOLFF BOARD MEMBER 2.0 0.0 X 0 0 0 JOHN J RUSSELL HEAD OF SCHOOL 40.0 0.0 X 578137 0 0 STEPHEN R LITTELL CFO/ ASSISTANT HEAD OF SCHOOL 40.0 0.0 X 296239 0 9145 CHRISTOPHER EBERHARD HEAD OF MIDDLE SCHOOL 40.0 0.0 X 186028 0 20498 ELIZABETH DUFFY DIRECTOR OF LANGUAGE ARTS 40.0 0.0 X 211145 0 0 JONATHAN ROSENSHINE ASSOCIATE HEAD OF SCHOOL 40.0 0.0 X 205065 0 24416 LESLIE ZUCKERWISE HEAD OF WINWARD MANHATTAN 40.0 0.0 X 190661 0 7677 SANDRA SCHWARZ DIRECTOR OF TTI 40.0 0.0 X 235969 0 0 1903244 0 61736 47 false true false DHI CONSTRUCTION SERVICES INC 3000 MARCUS AVENUE SUITE 1W12 LAKE SUCCESS NY 11042 CONSTRUCTION SERVICE 323536 ROC MAR CONTRACTING CORP 8 SUNSET PLACE HAWTHORNE NY 10532 CONSTRUCTION 187084 CUSTOM CONSTRUCTION BLACKTOP INC 33 LAKELAND AVENUE MOHEGAN LAKE NY 10547 CONSTRUCTION 120100 PAL LANDSCAPING CORP 14 UPPER LAKE ROAD MAHOPAC NY 10541 LANDSCAPING 108425 4 248150 6008545 174616 6256695 STUDENT TUITION AND FEES 611110 49614834 49614834 TEACHER TRAINING INSTITUTE 611710 292357 292357 49907191 164780 164780 0 0 0 0 0 22317726 5009945 17307781 17307781 17307781 789160 248150 331722 457438 457438 0 0 0 0 0 0 YEARBOOK 900099 31726 31726 STUDENT ACTIVITIES 900099 24070 24070 OTHER 900099 92560 92560 148356 74242241 49907191 18078355 0 5172676 5172676 0 0 991582 842845 118990 29747 0 23516964 19048741 3633371 834852 1556623 1260865 240498 55260 2654707 2150313 410152 94242 1711807 1386564 264474 60769 4320 4320 19093 19093 49125 49125 0 0 79027 79027 628838 616261 3144 9433 25037 15022 10015 2219963 1848162 198592 173209 171535 156097 13723 1715 0 1847729 1755342 55432 36955 113844 113844 0 3954 3756 119 79 518968 493020 15569 10379 0 2791312 2516384 223305 51623 156204 156204 BAD DEBT 137768 137768 library and extracurricular 396736 396736 amortization of financing cos 807247 807247 45575059 38583875 5632921 1358263 16857425 23546382 8562683 1564750 5097055 4136806 217777 50861 0 0 0 0 0 0 0 0 139433 695208 94844063 22252471 74403222 72591592 13512682 28953380 10310044 12347014 0 0 0 0 0 0 129100321 143885993 1443853 2878722 0 0 18530297 20304297 0 0 0 0 0 0 19191800 18351823 0 0 0 0 39165950 41534842 X 75882137 88013463 8028234 7867829 6024000 6469859 89934371 102351151 129100321 143885993 28667182 -16250402 X false true X true false X 6749830 445859 737582 323886 7609385 6112324 102840 844721 310055 6749830 6529443 101160 -229786 288493 6112324 6459318 296846 106682 333403 6529443 5789347 250154 721794 301977 6459318 0.85000 0.15000 false false 9634950 9634950 77886874 18251297 59635577 4422468 4001174 421294 2899771 2899771 72591592 ALTERNATIVE INVESTMENT 12347014 F 12347014 52740136 -16250402 -16250402 68990538 79027 5172676 5251703 74242241 40323356 40323356 79027 5172676 5251703 45575059 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 to students. SCHEDULE D, PART XII, LINE 4B FINANCIAL AID TO STUDENTS. true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3 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. BENEFIT 858038 218196 639842 223571 golf outing 179272 29954 149318 108151 0 1037310 248150 789160 331722 331722 457438 true FINANCIAL AID FOR STUDENTS 135 5172676 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 X true true X X X false false false false false false false true false JOHN J RUSSELL HEAD OF SCHOOL 528001 50136 578137 STEPHEN R LITTELL CFO/ ASSISTANT HEAD OF SCHOOL 283139 10000 3100 9145 305384 CHRISTOPHER EBERHARD HEAD OF MIDDLE SCHOOL 183299 2500 229 20498 206526 ELIZABETH DUFFY DIRECTOR OF LANGUAGE ARTS 176059 10000 25086 211145 JONATHAN ROSENSHINE ASSOCIATE HEAD OF SCHOOL 204777 288 24416 229481 LESLIE ZUCKERWISE HEAD OF WINWARD MANHATTAN 167778 10000 12883 7677 198338 SANDRA SCHWARZ DIRECTOR OF TTI 224217 10000 1752 235969 SCHEDULE J, PART I, LINE 1A JOHN RUSSELL AND LESLIE ZUCEKWISE RECEIVED A HOUSING ALLOWANCE. BOTH WERE REPORTED AS TAXABLE COMPENSATION. 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. X 37 174616 COST false true false SCHEDULE M, PART 1, COLUMN B: THE ORGANIZATION 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 2017, AND SUBSEQUENTLY ANOTHER REVIEW WAS COMPLETED IN JUNE 2018. 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.