2011-05-13T18:21:24-05:00 2010-06-30 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2009-07-01 131740499 Windward School WIND 9149496968 13 Windward Avenue White Plains NY 10605 john j russell 9149496968 2011-05-11 1 FREDERICK H ROTHMAN 2128674000 2009 2016-02-24 21:20:13Z john j russell 13 Windward Avenue White Plains NY 10605 46293680 0 X www.windwardny.org X 1926 NY Windward School provides for the special educational needs of approximately 533 learning disabled students in grades one through NINE. 20 20 237 30 0 0 1441733 2355997 20728447 23154310 -1452729 1644036 33142 -43281 20750593 27111062 1470381 1832700 0 14062727 16202250 60800 23800 770925 3754268 4498500 19348176 22557250 1402417 4553812 60538911 65422235 27634961 26983827 32903950 38438408 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. 0 0 18437546 1832700 22900970 Education- 533 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. 408469 253340 TTI- Approximately 1000 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 manhatanville college. 18846015 1 1 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 237 1 0 0 0 0 0 1 1 0 0 0 20 20 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 1 1 1 0 NY X Stephen Littell 9149496968 13 Windward Ave WHITE PLAINS NY 10605 MICHAEL S BrUNO jr 3.00 X X 0 0 0 DEVON s FREDERICKS 4.00 X X 0 0 0 theresa davidson 3.00 X X 0 0 0 MICHAEL SALZER 2.00 X X 0 0 0 thomas e flanagan 3.00 X X 0 0 0 susan salice 2.00 X 0 0 0 adam shapiro 2.00 X 0 0 0 ann sullivan 2.00 X 0 0 0 JOSEPH LORONO 2.00 X 0 0 0 LESLYN RIGONI 2.00 X 0 0 0 ANDREA STEWART 2.00 X 0 0 0 rob sweeney 2.00 X 0 0 0 andrew r feldman 2.00 X 0 0 0 dr michael v mcgill 2.00 X 0 0 0 fredrick chapey jr 2.00 X 0 0 0 ellen bowman 2.00 X 0 0 0 lori garbin 2.00 X 0 0 0 carolyn salzman 2.00 X 0 0 0 tapley sheresky 2.00 X 0 0 0 lisa sternberg 2.00 X 0 0 0 john russell 40.00 X 378680 0 26514 Stephen LITTELL 40.00 X 196253 0 25861 MAUREEN SWEENEY 40.00 X 172822 0 23895 Betsy Duffy 40.00 X 159994 0 5187 Daphne DADDINO 40.00 X 142833 0 25083 Sandra SCHWARTZ 40.00 X 174530 0 16776 ROBERTA SOLAR 40.00 X 153867 0 15674 1378979 0 138990 13 0 1 0 dhi construction 37-47 57th street woodside NY 11377 general contractor 2352954 chartwells compass po box 91337 chicago IL 60693 food service 333497 fuller & d'angelo pc 45 knollwood road elmsford NY 10523 architect 285292 3 25000 377379 1953618 66711 2355997 Student tuition and fe 611600 22900970 22900970 Teacher training insti 611710 253340 253340 23154310 210142 210142 20469878 19035984 1433894 1433894 1433894 40860 377379 146634 -105774 -105774 Miscellaneous 900099 40353 40353 club Yearbook income 900099 22140 22140 62493 27111062 23154310 0 1600755 1832700 1832700 651206 137630 460002 53574 12483572 10648578 1455435 379559 886789 766016 94710 26063 1165169 1029778 104349 31042 1015514 845231 138121 32162 34695 34695 25525 25525 23800 23800 106221 106221 252288 228026 23195 1067 105518 43367 61717 434 1064141 765050 138502 160589 7770 7770 635176 574834 50814 9528 14445 13880 565 87399 87399 890068 805512 71205 13351 1008263 912478 80661 15124 87388 87388 BAD DEBT EXPENSE 101753 101753 workshops 54310 49051 5259 Misc. 23540 4732 18808 22557250 18846015 2940310 770925 291981 811974 19876982 15602021 44290 188721 106115 240320 83862 83862 52446 36543 34090230 10002875 22355397 24087355 7432758 21253999 9230147 2210793 1064933 906647 60538911 65422235 836154 750180 8869553 8748741 17705000 17265000 224254 219906 27634961 26983827 X 28405163 33429550 617977 678588 3880810 4330270 32903950 38438408 60538911 65422235 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3880810 449460 283547 -267620 -15927 4330270 3813500 67310 3880810 0.00000 1.00000 0.00000 0 0 1591206 1591206 29650772 7464520 22186252 2736696 2497769 238927 111556 40586 70970 24087355 Accrued Interest - Bonds 219906 219906 27111062 22557250 4553812 980646 980646 5534458 26114702 980646 980646 25134056 106221 1870785 1977006 27111062 20580244 0 20580244 106221 1870785 1977006 22557250 Part V, Line 4: Description of Intended Use of Endowment Funds: 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: Description of Uncertain Tax Positions Under FIN 48: Effective January 1, 2009, the School adopted the provision pertaining to uncertain tax positions and has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Part XII, Line 4b - Other Adjustments: financial aid to students: 1832700. INDIRECT COSTS OF SPECIAL EVENTS: 38085. Part XIII, Line 4b - Other Adjustments: financial aid to students: 1832700. INDIRECT COSTS OF SPECIAL EVENTS: 38085. 1 1 1 The school policy is published in the newspaper jointly with the fairchester group of independent schools annually. In addition, it is regularly published in school publications. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X X X X X X 1 browning association consultant for institutional advancement office 0 0 23800 -23800 23800 -23800 NY BENEFIT DINNER AND AUCTION 418239 377379 40860 111655 34979 418239 377379 40860 111655 34979 146634 -105774 1 Financial aid 78 1832700 fmv Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: 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. Other Information: Part IV: Windward school makes every effort to insure that every student who wishes to enroll and or currently attends has the financial ability to do so. therefore Windward offers financial aid to qualified applicants based on the individual needs of the families and availability of funding. Families of returning students must contact the business office by January 15th if they wish to be considered for aid for the following school year. Financial aid applications for new families must be completed by March 15th to be eligible for consideration for the following school year. The board annually meets to decide the tuition assistance being awarded for the year. All amounts are reviewed and approved. X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 john russell 308611 0 25000 0 45069 0 24500 0 2014 0 405194 0 0 0 Stephen LITTELL 181253 0 15000 0 0 0 18384 0 7477 0 222114 0 0 0 MAUREEN SWEENEY 157822 0 15000 0 0 0 15827 0 8068 0 196717 0 0 0 Betsy Duffy 147994 0 12000 0 0 0 4599 0 588 0 165181 0 0 0 Daphne DADDINO 130833 0 12000 0 0 0 14058 0 11025 0 167916 0 0 0 Sandra SCHWARTZ 159530 0 15000 0 0 0 15827 0 949 0 191306 0 0 0 ROBERTA SOLAR 137211 0 7500 0 9156 0 15045 0 629 0 169541 0 0 0 Part I, Line 1a John Russell, head of school, receives the following benefits: travel for companion, discretionary spending account reviewed and approved by the treasurer of the board of trustees, housing allowance and health or social club dues. The housing allowance is taxable, and all other benefits are non-taxable. Part I, Line 7 The headmaster's bonus is determined by the executive committee and approved by the Board. All other employees bonuses are determined by the headmaster. They are based on merit. Dr John J Russell The purchase of a primary residence X 160000 83862 0 1 1 83862 X 6 66711 cost 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): the organization is reporting the number of contributors. Form 990, Part VI, Section A, line 8b Windward school does not have any committees that act independent. Form 990, Part VI, Section B, line 11 The CFO and head of School review the 990 for completeness and accuracy.Before the 990 is filed, it is sent to all board members for review. Final approval is given by the executive committee and the finance committee of the board of trustees. Form 990, Part VI, Section B, line 12c there is a written conflict of interest policy is reviewed and signed by each trustee. Trustees who have declared or who have been found to have a conflict of interest shall 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 15 salary increases and/or bonuses for the head of school is approved by the board. salary increases and bonuses for all other employees are determined by the executive committee and the head of school at the end of the school year based on merit. The process was last conducted in 2010. Form 990, Part VI, Section C, line 19 Annual audited financial statements are submitted to Emma website for public viewing. form 990, part xi, line 2c the process has not changed from prior year.