2011-04-07T10:24:29-05:00 2010-06-30 WISS & COMPANY LLP 354 EISENHOWER PARKWAY LIVINGSTON NJ 07039 990 2009-07-01 223744812 THE WILLOW SCHOOL FKA THE GRETCHEN W JOHNSON ELEMENTARY SCHOOL INC WILL 9084709500 1150 POTTERSVILLE ROAD GLADSTONE NJ 07934 scott thompson 9084709500 2011-03-18 1 LEO ZATTA 9739949400 2009 2016-02-24 21:20:13Z SCOTT THOMPSON PO BOX 464 PEAPACK NJ 07977 6171400 0 X N/A X 2000 NJ TO OPERATE A SCHOOL FOR THE EDUCATION, TRAINING AND SOCIALIZATION OF CHILDREN IN THE GRADES OF KINDERGARDEN THROUGH EIGHTH. THE WILLOW SCHOOL, A SMALL, INDEPENDENT CO-EDUCATIONAL DAY SCHOOL FOR STUDENTS IN KINDERGARTEN THROUGH EIGHTH GRADE, IS COMMITTED TO COMBINING ACADEMIC EXCELLENCE AND THE JOY OF LEARNING AND 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. 13 13 48 52 0 0 1771206 3522090 2233292 2254200 19510 9553 179491 307904 4203499 6093747 404723 404723 0 2378024 2395002 0 30862 1312508 1314115 4095255 4113840 108244 1979907 18516189 20463896 7588257 7530684 10927932 12933212 The Willow School, a small, independent co-educational day school for students in 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 3316757 404723 2446661 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 from kindergarten through fourth grade, and a choice of Spanish or French from fifth through eighth grades. 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.The school educates 207 students and provides tuition grants for 30 STUDENTS. 3316757 1 1 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 1 12 0 1 48 1 0 0 0 0 0 0 0 0 0 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 NJ X THE WILLOW SCHOOL 9084709500 1150 POTTERSVILLE ROAD gladstone NJ 07934 GRETCHEN JOHNSON BIEDRON 10.00 X X 0 0 0 DAVID DONOVAN 10.00 X X 0 0 0 scott thompson 10.00 X X 0 0 0 dorothy dillon 10.00 X X 0 0 0 JOSEPH AVELLINO 10.00 X 0 0 0 charlotte escaravage 10.00 X 0 0 0 eugene kalkin 10.00 X 0 0 0 paula runnels 10.00 X 0 0 0 reid hausmann 10.00 X 0 0 0 ADAM FISCHER 10.00 X 0 0 0 BRAD GANO 10.00 X 0 0 0 ANDREW RUBENSTEIN 10.00 X 0 0 0 M'LOU ARNETT 10.00 X 0 0 0 KATE BURKE WALSH 40.00 X 170775 0 33308 jean scott 10.00 X 0 0 0 MICHAEL KRIS 40.00 X 0 0 0 170775 0 33308 1 0 1 0 NOURISH TO FLORISH PO BOX 181 PEPACK NJ 07977 CATERER FOR LUNCH 109810 1 3522090 120488 3522090 SCHOOL PROG. TUITION 611600 2254200 2254200 2254200 9478 9478 25142 25067 75 75 75 168029 52586 115443 115443 MISC. INCOME 611710 192461 192461 192461 6093747 2446661 0 124996 404723 404723 179314 143451 35863 1750521 1400337 350184 86214 68363 17851 203866 166897 36969 175087 141680 33407 1760 1760 20135 20135 650 650 32903 3290 29613 17418 12598 4820 59329 50430 7713 1186 1967 1967 2624 2624 135526 115197 17618 2711 465177 395400 60473 9304 55786 47418 7252 1116 REPAIRS & MAINTENANCE 163037 137490 22140 3407 LUNCH PROGRAM 93927 93927 GENERAL INSTRUCTION SUP 45907 45907 bad debt expense 45000 45000 PROFESSIONAL DEVELOPMEN 39379 19655 19724 133590 69994 51108 12488 4113840 3316757 766221 30862 860504 17461 1139575 1077735 3060408 15586 2769 20918 23891 18299133 2463069 16279145 15836064 234755 248909 27546 134819 18516189 20463896 270730 919481 6400000 7050093 39000 267434 172203 7588257 7530684 X 10310631 8801530 50591 3564972 566710 566710 10927932 12933212 18516189 20463896 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 1 233921 25481 259402 622556 -74011 314624 233921 1.00000 0 0 1144899 1144899 17061199 2414031 14647168 33969 31420 2549 59066 17618 41448 15836064 STUDENT DEPOSITS 172203 172203 6093747 4113840 1979907 25374 25374 2005281 5721671 25374 7273 32647 5689024 404723 404723 6093747 3716391 7273 7273 3709118 404723 404723 4113841 Part XII, Line 4b - Other Adjustments: TUITION ASSISTANCE: 404723. Part XIII, Line 4b - Other Adjustments: TUITION ASSISTANCE: 404723. 1 1 1 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. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 STATE OF NEW JERSEY DEPARTMENT OF EDUCATION LENDS A SPECIFIC DOLLAR VALUE ANNULLY TOWARDS TEXTBOOKS WHICH THE WILLOW STUDENTS BORROW FROM THE PUBLIC SCHOOL DISTRICT.THE WILLOW SCHOOL IS ALSO ENTITLED TO RECEIVE FUNDS FOR NURSING ANNUALLY AT AMOUNTS SPECIFIED ANNUALLY. 1 Green Gala 168029 168029 52586 168029 168029 52586 52586 115443 1 TUITION ASSISTANCE 30 404723 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Criteria for Awarding Financial Aid The Willow School abides by the National Association of Independent School's Principles of Good Practice for Financial Aid Administration. In accordance with these practices, the Willow School awards financial aid grants based upon the financial need of a family. These grants are supported by the school's budget and demonstrate the school's commitment to enroll a socioeconomically diverse student population. The Willow School uses Tuition Aid Data Services (TADS) for tuition assistance to determine a family's eligibility for financial aid. Copies of a family's current year tax forms are due on April 15th for verification. TADS reports will provide the Willow School Financial Aid Committee with confidential, secure, and detailed information to enable us to make fair and equitable decisions on financial aid awards. Parents are required to complete a Parent's Financial Statement (PFS) annually. In order to receive priority consideration, current families must adhere to and complete the entire financial aid procedure by the stated deadlines. For parents who are separated, divorced, or have never been married; The Willow School requires that a complete financial aid application be submitted by each parent (IRS 1040, PFS). Failure to submit all forms will result in delaying the review of a student's application and will be considered incomplete. It is expected that parents, guardians, domestic partners, and/or step-parents of Willow School students, play an appropriate role in financing a students education. Note: If you have not completed your tax returns, check the Estimated box on the PFS. A copy of final taxes is required before an award is official. Non-working parents The Willow School assumes that all adult family members will work to contribute to the investment of a Willow School education. Families with pre-school aged children or unusual situations should make the financial aid committee aware of their circumstances. In evaluating the amount of aid needed to meet tuition costs, the Financial Aid Committee considers the family's other children (ages and the schools they attend), additional dependents, all sources of income, priority of spending, debts and expenses. Renewal is based on continued financial need; tax returns must be submitted each year. All financial aid awards are contingent upon payment in full of the prior yeas account. Computation of Family Contribution In determining whether or not a family is eligible, a number of factors are considered such as: family size, parent's age, unusual expenses, and retirement provisions. It should be clearly understood that lifestyle choices that result in increased expenses or decreased income cannot be underwritten by the Financial Aid Program at The Willow School. Upon receiving the recommendation from TADS, we reserve the right to accept their recommendation or amend it using documentation that is more extensive documentation. Appeals Appeals to the Financial Aid Committee must be made prior to returning the signed enrollment contract. All appeals must be made in writing with a full explanation of any unusual circumstances and information not addressed during the initial process. The appeal will be reviewed by the committee and the decision will be submitted to the family in writing. If a family's circumstance changes dramatically after enrollment contracts are submitted, please contact the Business Office to discuss. Confidentiality All financial aid records at The Willow School are kept strictly confidential. These records are reviewed by the Director of Business and Finance, the Director of Admissions and the Head of School to determine eligibility. All financial aid awards are highly confidential between the family and the School. The members of the financial aid committee consider financial aid awards confidential and families are not to discuss financial aid information with any other party other than a member of the financial aid committee. X X 0 0 0 0 0 0 0 0 0 KATE BURKE WALSH 170775 0 0 0 0 0 0 0 33308 0 204083 0 0 0 CAPE BRANCH FOUNDATION FINANCE PURCHASE AND CONSTRUCTION OF SCHOOL BUILDINGS X 4000000 4000000 0 1 1 CAPE BRANCH FOUNDATION REFINANCE THIRD PARTY DEBT X 2400000 2400000 0 1 1 6400000 GRETCHEN JOHNSON BIEDRON FOUNDERS OF PRIVATE FOUNDATION ARE PARENTS 6400000 LOAN TO WILLOW SCHOOL 0 X 1 100000 APPRAISAL X 4 13848 FMV X TEXTBOOKS 1 6640 FMV 0 0 0 Form 990, Part VI, Section B, line 11 THE 990 RETURN IS REVIEWED BY KATE WALSH, HEAD OF SCHOOL. AFTER THE REVIEW, THE 990 IS SIGNED BY SCOTT THOMPSON, TREASURER OF THE BOARD OF DIRECTORS. COPIES ARE MADE AVAILABLE TO THE OTHER BOARD MEMBERS UPON REQUEST. 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 Form 990, Part VI, Section C, line 18 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. Form 990, Part VI, Section C, line 19 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 INFLUECNE OVER THE BOARD. INDIVIDUALS MUST DECLARE ANY POLITICAL CONFLICT IN WRITING. PART XI, LINE 2C THE ORGANIZATION DID NOT CHANGE THE RESPONSIBLITY OF THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. CAPE BRANCH FOUNDATION C/O DBF 5 INDEPENDENCE WAY PRINCETON NJ 08540 226054886 PRIVATE NON OPERATING FOUNDATION NJ 501(c)(3) PF SOLID WOOD CONSTRUCTION LLC PO BOX 327 OLDWICK NJ 08858 223550835 REAL ESTATE CONSTRUCTION NJ N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 CAPE BRANCH FOUNDATION E 6400000