THE WINDWARD SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE WINDWARD SCHOOL (EIN 13-1740499)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201501329349302830
- Schema version
- 2013v4.0
- 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 | 2015-05-12T21:01:49-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | 40 WEST RED OAK LANE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10604 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J RUSSELL | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 9149496968 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISRAEL TANNENBAUM | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOHN J RUSSELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WEST RED OAK LANE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,390,321 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | THE WINDWARD SCHOOL PROVIDES FOR THE SPECIAL EDUCATIONAL NEEDS OF APPROXIMATELY 560 LEARNING DISABLED STUDENTS IN GRADES ONE THROUGH NINE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 263 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $65,730 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,462,616 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,580,727 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,137,866 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,473,422 | CYProgramServiceRevenueAmt |
| PY Investment Income | $282,917 | PYInvestmentIncomeAmt |
| CY Investment Income | $204,470 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,284 | PYOtherRevenueAmt |
| CY Other Revenue | -$82,960 | CYOtherRevenueAmt |
| PY Total Revenue | $32,934,683 | PYTotalRevenueAmt |
| CY Total Revenue | $37,175,659 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,630,822 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,882,619 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,085,700 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,223,264 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,088,160 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,192,467 | PYOtherExpensesAmt |
| CY Other Expenses | $5,814,863 | CYOtherExpensesAmt |
| PY Total Expenses | $27,908,989 | PYTotalExpensesAmt |
| CY Total Expenses | $28,920,746 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,025,694 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,254,913 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,717,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,302,374 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,026,189 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,783,780 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,691,498 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $64,518,594 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,132,257 | ExpenseAmt |
| Grant | $2,882,619 | GrantAmt |
| Revenue | $28,161,931 | RevenueAmt |
| Desc | EDUCATION- MORE THAN 560 LEARNING DISABLED STUDENTS WERE SERVED DURING THE SCHOOL YEAR. APPROXIMATELY 20% OF THE STUDENT BODY IS REMEDIATED EACH YEAR AND RETURN TO MAINSTREAM EDUCATIONAL SETTINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $625,990 | ExpenseAmt |
| Revenue | $311,491 | RevenueAmt |
| Desc | TTI- APPROXIMATELY 1,000 TEACHERS AND PARENTS FROM THE NY STATE METROPOLITIAN AREA ATTEND COURSES, LECTURES AND CONFERENCES IN WINDWARD'S TEACHER TRAINING INSTITUTE. SOME STUDENTS RECEIVE IMSLEC CERTIFICATION THROUGH THE INSTITUTE OR RECEIVE GRADUATE CREDIT THROUGH MANHATTANVILLE COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,758,247 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 263 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 | STEPHEN LITTELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149496968 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WEST RED OAK LANE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10604 | ZIPCode |
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 |
|---|---|---|---|---|---|---|---|
| THOMAS E FLANAGAN | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL R SALZER | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY M JONES | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK A ELLMAN | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN C SALICE | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELLEN BOWMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL S BRUNO JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDRICK CHAPEY JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS COLEMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY JO DOWD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW R FELDMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEVON S FREDERICKS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI GARBIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK GOLDBERG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR A GOSNELL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN K HALVEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG HATKOFF | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY KENNEDY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STACY KUHN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHAEL V MCGILL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE ROBINSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC SCHWARTZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN SULLIVAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SWEENEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J RUSSELL | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $429,976 | $0 | $25,500 | ||
| STEPHEN R LITTELL | |||||||
| CFO/ASSISTANT HEAD | 40.00 | Yes (X) | $252,259 | $0 | $31,502 | ||
| MAUREEN SWEENEY | |||||||
| ASST HEAD/DIR OF ADM | 40.00 | $184,507 | $0 | $25,916 | Yes (X) | ||
| ELIZABETH DUFFY | |||||||
| DIR OF LANGUAGE ARTS | 40.00 | $186,853 | $0 | $17,582 | Yes (X) | ||
| DAPHNE DADDINO | |||||||
| HEAD OF MS | 40.00 | $179,204 | $0 | $29,460 | Yes (X) | ||
| SANDRA SCHWARZ | |||||||
| DIR OF TTI | 40.00 | $214,222 | $0 | $19,661 | Yes (X) | ||
| BABARA DRAYER | |||||||
| DIR OF INST ADVNCMNT | 40.00 | $163,646 | $0 | $23,827 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,610,667 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $173,448 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PETER GISOLFI ASSOCIATES | |||||
| 566 WARBURTON AVENUE | HASTINGS ON HUDSON | NY | 10706 | ARCHITECTURE | $540,550 |
| SCHULTE ROTH & ZABEL LLP | |||||
| 919 THIRD AVENUE | NEW YORK | NY | 10022 | ATTORNEY | $356,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $589,150 | FederatedCampaignsAmt |
| Fundraising | $669,784 | FundraisingAmt |
| All Other Contributions | $7,321,793 | AllOtherContributionsAmt |
| Noncash Contributions | $160,746 | NoncashContributionsAmt |
| Total Contributions | $8,580,727 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STUDENT TUITION AND FEES | 611600 | $28,161,931 | $28,161,931 |
| TEACHER TRAINING INSTITUTE | 611710 | $311,491 | $311,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,473,422 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,415 | TotalRevenueColumnAmt |
| Exclusion | $158,415 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $939,142 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $893,087 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,055 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,055 | TotalRevenueColumnAmt |
| Exclusion | $46,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $143,685 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $669,784 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $321,575 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$177,890 | TotalRevenueColumnAmt |
| Exclusion | -$177,890 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLUB YEARBOOK INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $29,200 | TotalRevenueColumnAmt |
| Exclusion | $29,200 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,730 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $65,730 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $94,930 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,175,659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,473,422 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $65,730 | UnrelatedBusinessRevenueAmt |
| Exclusion | $55,780 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,882,619 | TotalAmt |
| Program Services | $2,882,619 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,056 | TotalAmt |
| Program Services | $190,421 | ProgramServicesAmt |
| Management And General | $524,227 | ManagementAndGeneralAmt |
| Fundraising | $71,408 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,329,135 | TotalAmt |
| Program Services | $13,017,472 | ProgramServicesAmt |
| Management And General | $1,859,849 | ManagementAndGeneralAmt |
| Fundraising | $451,814 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,917 | TotalAmt |
| Program Services | $945,160 | ProgramServicesAmt |
| Management And General | $127,259 | ManagementAndGeneralAmt |
| Fundraising | $31,498 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,653,730 | TotalAmt |
| Program Services | $1,374,936 | ProgramServicesAmt |
| Management And General | $227,668 | ManagementAndGeneralAmt |
| Fundraising | $51,126 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,426 | TotalAmt |
| Program Services | $1,115,251 | ProgramServicesAmt |
| Management And General | $193,357 | ManagementAndGeneralAmt |
| Fundraising | $41,818 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,327 | TotalAmt |
| Management And General | $137,327 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,975 | TotalAmt |
| Management And General | $41,975 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,191 | TotalAmt |
| Management And General | $47,191 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,396 | TotalAmt |
| Program Services | $217,976 | ProgramServicesAmt |
| Management And General | $4,658 | ManagementAndGeneralAmt |
| Fundraising | $5,762 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,117 | TotalAmt |
| Program Services | $34,043 | ProgramServicesAmt |
| Management And General | $17,790 | ManagementAndGeneralAmt |
| Fundraising | $284 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,433,935 | TotalAmt |
| Program Services | $895,057 | ProgramServicesAmt |
| Management And General | $363,614 | ManagementAndGeneralAmt |
| Fundraising | $175,264 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,997 | TotalAmt |
| Program Services | $40,631 | ProgramServicesAmt |
| Management And General | $14,937 | ManagementAndGeneralAmt |
| Fundraising | $1,429 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,343 | TotalAmt |
| Program Services | $867,515 | ProgramServicesAmt |
| Management And General | $52,312 | ManagementAndGeneralAmt |
| Fundraising | $30,516 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,593 | TotalAmt |
| Program Services | $2,593 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,521 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Fundraising | $16,021 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,019 | TotalAmt |
| Program Services | $441,834 | ProgramServicesAmt |
| Management And General | $26,643 | ManagementAndGeneralAmt |
| Fundraising | $15,542 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,374,251 | TotalAmt |
| Program Services | $1,254,477 | ProgramServicesAmt |
| Management And General | $75,647 | ManagementAndGeneralAmt |
| Fundraising | $44,127 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,760 | TotalAmt |
| Management And General | $105,760 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LIBRARY AND EXTRACURRIC | $427,051 | $427,051 | ||
| BAD DEBT EXPENSE | $401,467 | $251,467 | $150,000 | |
| AMORTIZATION OF FINANCI | $48,291 | $44,082 | $2,658 | $1,551 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,629 | TotalAmt |
| Program Services | $4,629 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,920,746 | TotalAmt |
| Program Services | $23,758,247 | ProgramServicesAmt |
| Management And General | $4,074,339 | ManagementAndGeneralAmt |
| Fundraising | $1,088,160 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,289,765 | BOYAmt |
| EOY | $22,628,440 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,094,677 | BOYAmt |
| EOY | $8,083,359 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,218,261 | BOYAmt |
| EOY | $6,903,936 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,784 | BOYAmt |
| EOY | $304,981 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,166,274 | BOYAmt |
| EOY | $4,165,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,407,256 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,389,484 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,737,624 | BOYAmt |
| EOY | $29,017,772 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,370,526 | BOYAmt |
| EOY | $11,582,806 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,630,826 | BOYAmt |
| EOY | $9,857,043 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $770,950 | BOYAmt |
| EOY | $758,282 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,717,687 | BOYAmt |
| EOY | $93,302,374 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $854,671 | BOYAmt |
| EOY | $948,323 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,126,290 | BOYAmt |
| EOY | $12,155,656 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,840,000 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $15,679,801 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,228 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,026,189 | BOYAmt |
| EOY | $28,783,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,606,107 | BOYAmt |
| EOY | $47,179,323 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,812,391 | BOYAmt |
| EOY | $11,816,117 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,273,000 | BOYAmt |
| EOY | $5,523,154 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,691,498 | BOYAmt |
| EOY | $64,518,594 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,717,687 | BOYAmt |
| EOY | $93,302,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,254,913 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,320,992 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$748,809 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $5,789,347 | BeginningYearBalanceAmt |
| Contributions | $250,154 | ContributionsAmt |
| Investment Earnings Or Losses | $721,794 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $301,977 | OtherExpendituresAmt |
| End Year Balance | $6,459,318 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,271,830 | BeginningYearBalanceAmt |
| Contributions | $140,071 | ContributionsAmt |
| Investment Earnings Or Losses | $648,042 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $270,596 | OtherExpendituresAmt |
| End Year Balance | $5,789,347 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,850,090 | BeginningYearBalanceAmt |
| Contributions | $738,955 | ContributionsAmt |
| Investment Earnings Or Losses | -$118,304 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $198,911 | OtherExpendituresAmt |
| End Year Balance | $5,271,830 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,330,270 | BeginningYearBalanceAmt |
| Contributions | $63,704 | ContributionsAmt |
| Investment Earnings Or Losses | $671,130 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $215,014 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,850,090 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,880,810 | BeginningYearBalanceAmt |
| Contributions | $449,460 | ContributionsAmt |
| Investment Earnings Or Losses | $283,547 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$267,620 | OtherExpendituresAmt |
| Administrative Expenses | -$15,927 | AdministrativeExpensesAmt |
| End Year Balance | $4,330,270 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.85000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,591,206 | OtherCostOrOtherBasisAmt |
| Book Value | $1,591,206 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,686,788 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,217,814 | DepreciationAmt |
| Book Value | $26,468,974 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,982,056 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,171,670 | DepreciationAmt |
| Book Value | $810,386 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,206 | OtherCostOrOtherBasisAmt |
| Book Value | $147,206 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,017,772 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED LIABILITY PARTNERSHIP | Desc |
| Book Value | $9,857,043 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,857,043 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $35,566,841 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,320,992 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,320,992 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,245,849 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,191 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,882,619 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,929,810 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,175,659 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,739,745 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $748,809 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $748,809 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,990,936 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,191 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,882,619 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,929,810 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,920,746 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF ENDOWMENT FUND ASSETS TO BE HELD IN PERPETUITY. THE INCOME FROM THE ASSETS CAN BE USED TO SUPPORT THE SCHOOL'S GENERAL PURPOSES, SCHOLARSHIPS, STEERS SCHOLARSHIP, GALST SCHOLARSHIP, BALMUTH SCHOLARSHIP, STANBACK SCHOLARSHIP, JCH PROFESSIONAL DEVELOPMENT, FACULTY AND STAFF, AND THE SCHWARTZ LECTURE FUND. |
| PART X, LINE 2: | THE SCHOOL HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2011 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS 2,882,619. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON REFINANCING 748,809. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS 2,882,619. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT | NameOfEvent1Amt |
| Gross Receipts Event1 | $681,495 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $592,935 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $88,560 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $109,368 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $19,833 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $112,388 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF OUTING | NameOfEvent2Amt |
| Gross Receipts Event2 | $131,974 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $76,849 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $55,125 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $52,700 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,093 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $23,193 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $813,469 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $669,784 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $143,685 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $162,068 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,926 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $135,581 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $321,575 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$177,890 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS | GrantTypeTxt |
| Recipient | 102 | RecipientCnt |
| Cash Grant | $2,882,619 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ONLY GRANTS / ASSISTANCE GIVEN BY THE ORGANIZATION ARE FOR FINANCIAL AID TO STUDENTS. ALL GRANTS / 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) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN J RUSSELL | ||||||||||||||
| HEAD OF SCHOOL | $381,731 | $0 | $0 | $0 | $48,245 | $0 | $25,500 | $0 | $0 | $0 | $455,476 | $0 | $0 | $0 |
| STEPHEN R LITTELL | ||||||||||||||
| CFO/ASSISTANT HEAD | $240,545 | $0 | $10,000 | $0 | $1,714 | $0 | $23,915 | $0 | $7,587 | $0 | $283,761 | $0 | $0 | $0 |
| MAUREEN SWEENEY | ||||||||||||||
| ASST HEAD/DIR OF ADM | $181,207 | $0 | $0 | $0 | $3,300 | $0 | $18,329 | $0 | $7,587 | $0 | $210,423 | $0 | $0 | $0 |
| ELIZABETH DUFFY | ||||||||||||||
| DIR OF LANGUAGE ARTS | $175,818 | $0 | $10,000 | $0 | $1,035 | $0 | $17,582 | $0 | $0 | $0 | $204,435 | $0 | $0 | $0 |
| DAPHNE DADDINO | ||||||||||||||
| HEAD OF MS | $175,092 | $0 | $2,000 | $0 | $2,112 | $0 | $16,850 | $0 | $12,610 | $0 | $208,664 | $0 | $0 | $0 |
| SANDRA SCHWARZ | ||||||||||||||
| DIR OF TTI | $201,612 | $0 | $10,000 | $0 | $2,610 | $0 | $19,661 | $0 | $0 | $0 | $233,883 | $0 | $0 | $0 |
| BABARA DRAYER | ||||||||||||||
| DIR OF INST ADVNCMNT | $163,488 | $0 | $0 | $0 | $158 | $0 | $16,240 | $0 | $7,587 | $0 | $187,473 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | JOHN RUSSELL, HEAD OF SCHOOL, RECEIVES THE FOLLOWING BENEFITS: TRAVEL FOR COMPANION, SOCIAL CLUB DUES, AND HOUSING ALLOWANCE. TRAVEL FOR COMPANION AND SOCIAL CLUB DUES WERE TREATED AS NONTAXABLE COMPENSATION TO THE RECIPIENT. THE HOUSING ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. |
| PART I, LINE 7 | EXECUTIVE BONUSES ARE DETERMINED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD. ALL OTHER EMPLOYEES BONUSES ARE DETERMINED BY THE HEADMASTER. THEY ARE BASED ON MERIT. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $160,746 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | WINDWARD IS A COEDUCATIONAL, INDEPENDENT DAY SCHOOL DEDICATED TO PROVIDING AN EXCELLENT 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 STYLES,BUILD CONFIDENCE AND DEVELOP SELF-ADVOCACY SKILLS. WINWARD IS COMMITTED TO HELPING STUDENTS ACHIEVE THEIR FULL POTENTIAL IN PREPARATION FOR A SUCCESSFUL RETURN TO MAINSTREAM EDUCATIONAL ENVIRONMENT. TO MEET THESE GOALS,THE SCHOOL PROVIDES ONGOING TRAINING TO ITS FACULTY BASED ON THE MOST CURRENT RESEARCH, AND ALSO SHARES ITS EXPERTISE WITH THE PARENT BODY AND OTHER EDUCATORS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE WINDWARD SCHOOL DOES NOT HAVE ANY COMMITTEES THAT ACT INDEPENDENTLY. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY BY EITHER E-MAIL OR HARD COPY - THE 990 IS NOT FILED UNTIL EACH MEMBER A) HAS CONFIRMED THAT THEY HAVE REVIEWED THE 990 AND B) HAS 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 AND OFFICER. EXISTING OR POTENTIAL CONFLICTS OF INTEREST ARE REPORTED TO THE BOARD. TRUSTEES AND 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 INCREASES AND BONUSES FOR ALL OTHER EMPLOYEES ARE DETERMINED BY THE HEAD OF SCHOOL AT THE END OF THE SCHOOL YEAR BASED ON MERIT. THE LAST REVIEW WAS PERFORMED IN JUNE 2013. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS & FOOTNOTES ARE SUBMITTED TO THE EMMA WEBSITE FOR PUBLIC VIEWING - GOVERNING DOCUMENTS & CONFLICT OF INTEREST POLICY ARE NOT SUBMITTED, HOWEVER OTHER GOVERNING DOCUMENTS, POLICIES, ETC. ARE AVAILABLE TO THE PUBLIC UPON REQUEST |
| FORM 990, PART XI, LINE 9: | LOSS ON REFINANCING -748,809. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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