2026-05-15T13:18:49+00:00 2025-06-30 440160260 Forvis Mazars LLP 135 West 50th Street New York NY 10020 990 2024-07-01 131740499 THE WINDWARD SCHOOL WIND 9149496968 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 JAMIE WILLIAMSON HEAD OF SCHOOL 9149496968 2026-05-15 true Lauren Denton P01571860 2128127000 2026-05-15 2024 2025-03-06 01:10:19Z JAMIE WILLIAMSON 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 98869953 false X WWW.THEWINDWARDSCHOOL.ORG X 1926 NY WINDWARDS' MISSION IS TO REMEDIATE STUDENTS' DYSLEXIA OR OTHER LANGUAGE-BASED LEARNING DISABILITIES AND RETURN STUDENTS TO MAINSTREAM SCHOOLS. 22 22 463 100 0 5434595 9730966 69960579 71553142 2061893 2665471 1010339 259906 78467406 84209485 8568071 9434362 0 48803516 49030733 0 1841744 17636444 18630363 75008031 77095458 3459375 7114027 193473529 202102075 23352177 18958195 170121352 183143880 SEE SCHEDULE O false false 61131376 9434362 71397419 EDUCATION - ON THREE CAMPUSES, WINDWARD EDUCATED 960 STUDENTS WHO ALL STRUGGLE WITH LANGUAGE-BASED LEARNING DISABILITIES (LBLD). STUDENTS HAVE AVERAGE TO ABOVE-AVERAGE INTELLIGENCE AND ARE TAUGHT WITH AN INTERNATIONALLY RECOGNIZED METHODOLOGY DESIGNED SPECIFICALLY TO HELP STUDENTS ACHIEVE LANGUAGE PROFICIENCY. WINDWARD'S ACADEMIC CURRICULUM IS RESEARCH-BASED AND MULTISENSORY IN NATURE AND GIVES STUDENTS THE SKILLS THEY NEED TO SUCCEED IN SCHOOL AND RETURN WITH CONFIDENCE TO MAINSTREAM SETTINGS. STUDENTS ENTER AND LEAVE WINDWARD AT DIFFERENT POINTS THROUGHOUT GRADES 1-9 WINDWARD REMEDIATES STUDENTS' LBLD, AND 98% OF STUDENTS RETURN TO MAINSTREAM SCHOOLS AFTER COMPLETING THE PROGRAM. 2533549 155723 THE WINDWARD INSTITUTE (WI), IS A DIVISION OF AND SERVES THE WINDWARD SCHOOL AND THE BROADER COMMUNITY BY: PROVIDING PROFESSIONAL DEVELOPMENT; FORMING PARTNERSHIPS WITH LEADING EDUCATION INSTITUTIONS; ADVOCATING FOR STUDENTS WITH LANGUAGE-BASED LEARNING DISABILITIES; AND EXPANDING THE WINDWARD SCHOOL'S REPUTATION AND EXPERTISE. THE WI PRODUCES A BIANNUAL PRINT AND DIGITAL PUBLICATION, THE BEACON, WHICH IS DISTRIBUTED TO MORE THAN 10,000 SUBSCRIBERS PROVIDING RESEARCH AND THOUGHT LEADERSHIP AROUND LANGUAGE-BASED LEARNING DISABILITIES, CHILD DEVELOPMENT, PEDAGOGY, AND LEARNING THEORY. THE WI ALSO HOLDS IN-PERSON AND VIRTUAL COURSES, WORKSHOPS, AND LECTURES BENEFITING MORE THAN 2,000 INDIVIDUALS SEEKING PROFESSIONAL OR PERSONAL DEVELOPMENT. THE MISSION OF THE WI IS TO INCREASE CHILDHOOD LITERACY RATES BY DISRUPTING THE EDUCATIONAL STATUS QUO TO SAVE MORE LIVES. 63664925 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 false false true false false false false false false false false false true 126 0 463 true false false false false false true true false false false false false false X 22 22 false false false false false false false true false false false false true true true true true true true true false false NY X BETH ZAMERSKI 9149496968 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 DAVID FRIEDLAND TREASURER 3.0 X X 0 0 0 JENNY PRICE 2ND VICE PRESIDENT 3.0 X X 0 0 0 MARIA REED SECRETARY 3.0 X X 0 0 0 MICHELL KATZ 1ST VICE PRESIDENT 3.0 X X 0 0 0 PATRICIA WOLFF PRESIDENT 3.0 X X 0 0 0 AKEELA ASCUY BOARD MEMBER 2.0 X 0 0 0 BETH DEMBA BOARD MEMBER 2.0 X 0 0 0 CHRIS DOOLEY BOARD MEMBER 2.0 X 0 0 0 DENIS O'LEARY III BOARD MEMBER 2.0 X 0 0 0 IAN LEVINE BOARD MEMBER 2.0 X 0 0 0 JENNIFER WEYBURN BOARD MEMBER 2.0 X 0 0 0 KEN SQUIRE BOARD MEMBER 2.0 X 0 0 0 MAGDALENA ZAVALIA MIGUENS BOARD MEMBER 2.0 X 0 0 0 MARGI BOOTH BOARD MEMBER 2.0 X 0 0 0 MEREDITH JENKINS BOARD MEMBER 2.0 X 0 0 0 MICHAEL CUMMINS BOARD MEMBER 2.0 X 0 0 0 NICHOLAS VAN AMBURG BOARD MEMBER 2.0 X 0 0 0 PETER D'AVANZO BOARD MEMBER 2.0 X 0 0 0 REED BRODSKY BOARD MEMBER 2.0 X 0 0 0 REED SWITZER BOARD MEMBER 2.0 X 0 0 0 STACI MARLOWE BOARD MEMBER 2.0 X 0 0 0 THOMAS COLEMAN BOARD MEMBER 2.0 X 0 0 0 BETH ZAMERSKI CFO 40.0 X 335337 0 32063 JAMIE WILLIAMSON HEAD OF SCHOOL 40.0 X 835890 0 95757 BETSY DUFFY DIR. OF LANGUAGE ARTS AND INSTR. 40.0 X 280593 0 28893 CHRIS EBERHARD CAMPUS HEAD 40.0 X 253189 0 24474 JON ROSENSHINE ASSOCIATE HEAD OF SCHOOL 40.0 X 309792 0 30713 LISA MURRAY ASSOCIATE HEAD OF SCHOOL 40.0 X 313011 0 29491 LUCY GODMAN CHIEF ADVANCEMENT OFFICER 40.0 X 335302 0 31605 2663114 0 272996 110 false true false 0 115129 1263459 8352378 296579 9730966 STUDENT TUITION AND FEES 611110 71397419 71397419 TEACHER TRAINING INSTITUTE 611710 155723 155723 0 0 0 0 71553142 2064746 2064746 45200 45200 0 45200 45200 15145343 14503171 41447 642172 -41447 600725 600725 160075 115129 115850 44225 44225 OTHER 900099 102290 102290 NY PAID FAMILY LEAVE REIMBURSEMENT 900099 67801 67801 YEARBOOK 900099 390 390 0 0 0 0 170481 84209485 71553142 0 2925377 9434362 9434362 1320347 1093321 188362 38664 36589751 30396266 5113846 1079639 2717949 2226452 413928 77569 5665185 4640729 862775 161681 2737501 2242469 416905 78127 185690 185690 58742 58742 310725 310725 2668790 807153 1812697 48940 133055 132940 115 4166315 3150748 712360 303207 196403 2591 193812 1613601 1567412 36250 9939 44000 4599 35538 3863 453316 297176 143151 12989 499670 485368 11225 3077 3914567 3802803 87715 24049 422247 422247 FOOD SERVICE 2165604 2026329 139275 EXTRACURRICULAR 1354207 1354207 BAD DEBT 443431 443431 0 0 0 0 77095458 63664925 11588789 1841744 2026210 8944171 547254 571254 999935 1891985 3131114 4084596 0 0 0 0 766069 643787 139421461 43447843 99125009 95973618 55205734 71146965 23079983 15613184 0 8592221 3232515 193473529 202102075 5973216 6074436 9988199 12883759 0 0 7390762 0 0 23352177 18958195 X 151029688 159585999 19091664 23557881 170121352 183143880 193473529 202102075 X 7114027 5758082 150419 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53558767 8708272 7121328 648736 68739631 47739084 212489 6208752 601558 53558767 12654628 31605009 4032855 553408 47739084 14174050 355888 -1431541 443769 12654628 8203395 2957515 3376290 363150 14174050 0.5302 0.1694 0.3004 false false 19634950 19634950 108213621 35037246 73176375 10265892 8410597 1855295 1306998 1306998 95973618 Closely-held equity interests Financial derivatives ALTERNATIVE INVESTMENTS 15613184 F 15613184 80372899 5758082 150419 5908501 74464398 310725 9434362 9745087 84209485 67350371 0 0 67350371 310725 9434362 9745087 77095458 Schedule D, Part X, Line 2 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds 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 2(d) Other revenues in audited financial statements not in form 990 Gain on beneficial interest in remainder trust - 150419 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FINANCIAL AID - 9434362 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements FINANCIAL AID - 9434362 true true true true true true true false false false false false false false false false false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY THE NONDISCRIMINATION POLICY IS ACCESSIBLE IN THE FOOTER OF EVERY PAGE ON OUR WEBSITE. Golf and Tennis Classic 275204 115129 160075 85696 2850 27304 0 0 275204 115129 160075 85696 2850 27304 115850 44225 true Financial Aid 186 9434362 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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 X X false false false false false false false false false JAMIE WILLIAMSON HEAD OF SCHOOL 721283 0 0 0 114607 0 95757 0 0 0 931647 0 0 0 BETH ZAMERSKI CFO 309000 0 0 0 26337 0 30863 0 1200 0 367400 0 0 0 LUCY GODMAN CHIEF ADVANCEMENT OFFICER 305910 0 0 0 29392 0 30405 0 1200 0 366907 0 0 0 LISA MURRAY ASSOCIATE HEAD OF SCHOOL 283250 0 0 0 29761 0 28291 0 1200 0 342502 0 0 0 JON ROSENSHINE ASSOCIATE HEAD OF SCHOOL 309000 0 0 0 792 0 30713 0 0 0 340505 0 0 0 BETSY DUFFY DIR. OF LANGUAGE ARTS AND INSTR. 278615 0 0 0 1978 0 27693 0 1200 0 309486 0 0 0 CHRIS EBERHARD CAMPUS HEAD 252263 0 0 0 926 0 24474 0 0 0 277663 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use JAMIE WILLIAMSON, HEAD OF SCHOOL, RECEIVES A HOUSING ALLOWANCE, CAR ALLOWANCE, AND A HEALTH CLUB ALLOWANCE. FULL VALUE OF THE ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION. Schedule J, Part I, Line 1a Health or social club dues or initiation fees JAMIE WILLIAMSON, HEAD OF SCHOOL, RECEIVES A HOUSING ALLOWANCE, CAR ALLOWANCE, AND A HEALTH CLUB ALLOWANCE. FULL VALUE OF THE ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION. IN ADDITION, BETH ZAMERSKI AND LUCY GODMAN RECEIVE A HOUSING ALLOWANCE WHICH IS TREATED AS TAXABLE COMPENSATION. 18 296579 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS Form 990, Part III, Line 1 ORGANIZATION'S MISSION 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, AND THE BROADER COMMUNITY. Form 990, Part VI, Line 1a GOVERNING BODY DELEGATION THE BOARD CONSISTS OF SUB-COMMITTEES, INCLUDING AN EXECUTIVE COMMITTEE. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body 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, Line 11b Review of form 990 by governing body 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 THEY MAY HAVE HAD REGARDING ANYTHING CONTAINED IN THE 990. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official SALARY INCREASES AND/OR BONUSES FOR THE HEAD OF SCHOOL ARE APPROVED BY THE BOARD. SALARY WAS BASED ON A REVIEW DONE IN Summer 2025. ANOTHER REVIEW WILL OCCUR IN SPRING 2026. Form 990, Part VI, Line 15b Process to establish compensation of other employees SALARY WAS BASED ON A REVIEW DONE IN Summer 2025 for Head of School. A COMPENSATION STUDY FOR ALL EMPLOYEES WILL OCCUR DURING SPRING 2026. Form 990, Part VI, Line 19 Required documents available to the public WINDWARD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Gain on beneficial interest in remainder trust - 150419; Total - 150419;