The Windward School FY2021 filing

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501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$2.7M paid to officers and key staff.
Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $10.6M a year · 13% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.7M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $61.0M in investments, Pt X · Ln 11–13
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$37.6M
21% of total assets
Looks good: liabilities are 21% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 25 voting members
Looks good: 25 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$74.4M
-6% vs prior year
Spent
$62.1M
To programs
85%
Net assets
$142.8M
By yearFY2020–FY2025
Revenue
$74.4M
FY2021▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2020$78.9M
FY2021$74.4M
FY2022$70.2M
FY2023$85.3M
FY2024$78.5M
FY2025$84.2M
Expenses
$62.1M
FY2021▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$53.8M
FY2021$62.1M
FY2022$68.1M
FY2023$71.8M
FY2024$75.0M
FY2025$77.1M
Net assets
$142.8M
FY2021▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$130.4M
FY2021$142.8M
FY2022$145.0M
FY2023$161.0M
FY2024$170.1M
FY2025$183.1M

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1955.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $52.9M Management & general 12% · $7.5M Fundraising 3% · $1.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

32 people listed on the 990; $2.7M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Special Projects Advisor
$648,008Pt VII · Sec A
Head of School
$640,545Pt VII · Sec A
$381,476Pt VII · Sec A
Director of Wttp
$277,357Pt VII · Sec A
Associate Head of School
$243,747Pt VII · Sec A
Director of Language Arts
$239,549Pt VII · Sec A
Division Head of Manhattan
$225,561Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Jamie Williamson’s $836K as Head of School is at the 98th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
John Russell————$648,008$901,167
Jamie Williamson$835,890$809,468$731,889$710,723$640,545$338,608
Stephen Littell—$196,311$50,955$198,282$381,476$360,790
Beth Zamerski$335,337$160,866————
Lucy Godman$335,302$302,981————
Lisa Murray$313,011—————
Jon Rosenshine$309,792$275,893$259,260———
Sandra Schwarz———$283,183$277,357$264,416

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Windward School executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates students with dyslexia and language-based learning disabilities to return them to mainstream schools, while providing professional development and advocacy for educators and families.

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2 programs · $52.9M · in their own filed words · FY2020
01

Education

On four campuses, windward educated 944 students (in person and virtual) 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.

$51.4Mprogram expense
02

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.

$1.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$20K
Grants paid · 5 grants · $39.5M · 2019–2024
Unitemized GrantFY2024$9,434,362
Unitemized GrantFY2023$8,568,071
Unitemized GrantFY2021$7,758,650
Unitemized GrantFY2020$7,414,155
Unitemized GrantFY2019$6,368,779

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$74.4M
Ln 12
Fees for servicesLn 2g$59.0M
Gifts and grantsLn 1h$10.3M
Investment incomeLn 3$4.8M
Money outPt IX
$62.1M
Ln 25
Programscol B$52.9M
Managementcol C$7.5M
Fundraisingcol D$1.6M
Owns and owesPt X
$142.8M
net assets · Ln 32
Cash and savingsLn 1–2$12.8M
Total assetsLn 16$180.4M
LiabilitiesLn 26$37.6M
PeoplePt VI, VII
32
listed · VII A
PaidVII A7
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10.3M
Government grantsLn 1e$2.0M
Noncash giftsLn 1g$824K
Fees for servicesLn 2g$59.0M
Investment incomeLn 3$4.8M
Other incomeLn 4–11$235K
Gains on assetsLn 7$4.8M
Total revenueLn 12$74.4M
Assets in detailPt X, end of year
CashLn 1$12.2M
SavingsLn 2$688K
Cash and savings togetherLn 1–2$12.8M
Pledges and grants receivableLn 3$4.3M
Accounts receivableLn 4$648K
Prepaid expenses and deferred chargesLn 9$368K
Land, buildings, equipmentLn 10c$101.3M
InvestmentsLn 11–13$61.0M
Total assetsLn 16$180.4M
LiabilitiesLn 26$37.6M
Net assetsLn 32$142.8M
OperationsPt I, VI
EmployeesI 5463
VolunteersI 6100
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$824K
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$100K
Share of the $14.2M endowmentSch D 1g0.70%
Typical, median of 1,806 orgs0.44%
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$14.2M$8.2M$7.6M$7.6M$6.7M
Given inLn 1b$3.0M$660K$90K$446K$103K
SpentLn 1d–1f$363K$347K$336K$324K$310K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$8.6M$12.8M
InvestmentsLn 11–13$59.4M$61.0M
Land, buildings, equipmentLn 10c$92.6M$101.3M
Total assetsLn 16$168.4M$180.4M
LiabilitiesLn 26$38.0M$37.6M
Net assetsLn 32$130.4M$142.8M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$7.4M$7.4M
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$1.1M$966K$133K$32K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$31.4M$27.0M$3.5M$890K
Pension plan contributionsLn 8$2.1M$1.8M$251K$60K
Other employee benefitsLn 9$3.5M$3.0M$411K$99K
Payroll taxesLn 10$2.3M$2.0M$271K$65K
Management feesLn 11a$0
Legal feesLn 11b$163K$163K
Accounting feesLn 11c$62K$62K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$100K$100K
Other fees for servicesLn 11g$2.4M$1.2M$987K$163K
Advertising and promotionLn 12$96K$49K$47K
Office expensesLn 13$3.2M$2.6M$418K$223K
Information technologyLn 14$396K$9K$387K
RoyaltiesLn 15$0
OccupancyLn 16$2.3M$2.1M$113K$47K
TravelLn 17$26K$384$25K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$123K$107K$13K$3K
InterestLn 20$216K$204K$9K$3K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$3.4M$3.2M$139K$41K
InsuranceLn 23$247K$247K
Other expenses (24a–d)Ln 24$1.5M$1.3M$208K$45
Total functional expensesLn 25$62.1M$52.9M$7.5M$1.6M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 15, 2026 $84.2M$77.1M$7.1M$183.1M 990 PDF
FY2024Filed with the IRS May 15, 2025 $78.5M$75.0M$3.5M$170.1M 990 PDF
FY2023Filed with the IRS May 15, 2024 $85.3M$71.8M$13.5M$161.0M 990 PDF
FY2022Filed with the IRS May 12, 2023 $70.2M$68.1M$2.2M$145.0M 990 PDF
FY2021 ViewingFiled with the IRS May 11, 2022 $74.4M$62.1M$12.3M$142.8M 990 PDF
FY2020Filed with the IRS May 8, 2021 $78.9M$53.8M$25.0M$130.4M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $74,362,935 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $12,198,187$10,291,044
I-9 Program service revenuePrior year $58,009,153$59,039,176
I-10 Investment incomePrior year $8,561,677$4,797,455
I-11 Other revenuePrior year $85,733$235,260
I-12 Total revenuePrior year $78,854,750$74,362,935
I-13 Grants and similar amounts paidPrior year $6,368,779$7,414,155
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $36,244,295$40,491,505
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $11,222,828$14,152,521
I-18 Total expensesPrior year $53,835,902$62,058,181
I-19 Revenue less expensesPrior year $25,018,848$12,304,754
Part VI · Governance 25 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $74,362,935 across 12 lines filed
VIII-1e Government grants$2,000,000
VIII-1f All other contributions, gifts and grants$8,291,044
VIII-1g Noncash contributions (included above)$823,517
VIII-1h Total contributions, gifts and grants$10,291,044
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $59,039,176$59,039,176
VIII-3 Investment incomeExcluded from tax $18,062$18,062
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $4,779,393$4,779,393
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $235,260$235,260
VIII-12 Total revenueRelated to mission $59,039,176 · Excluded from tax $5,032,715$74,362,935
Part IX · Statement of functional expenses $62,058,181 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $7,414,155$7,414,155
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $965,945 · Management $133,144 · Fundraising $31,944$1,131,033
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $27,007,817 · Management $3,529,242 · Fundraising $889,840$31,426,899
IX-8 Pension plan contributionsPrograms $1,822,454 · Management $251,203 · Fundraising $60,270$2,133,927
IX-9 Other employee benefitsPrograms $2,984,581 · Management $411,389 · Fundraising $98,701$3,494,671
IX-10 Payroll taxesPrograms $1,968,535 · Management $271,339 · Fundraising $65,101$2,304,975
IX-11a Management fees$0
IX-11b Legal feesManagement $163,251$163,251
IX-11c Accounting feesManagement $61,793$61,793
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $99,637$99,637
IX-11g Other fees for servicesPrograms $1,249,630 · Management $987,347 · Fundraising $162,995$2,399,972
IX-12 Advertising and promotionPrograms $49,333 · Management $46,766$96,099
IX-13 Office expensesPrograms $2,552,134 · Management $418,259 · Fundraising $222,786$3,193,179
IX-14 Information technologyPrograms $8,910 · Management $387,357$396,267
IX-15 Royalties$0
IX-16 OccupancyPrograms $2,132,480 · Management $112,578 · Fundraising $47,143$2,292,201
IX-17 TravelPrograms $384 · Management $25,454$25,838
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $106,836 · Management $13,031 · Fundraising $2,885$122,752
IX-20 InterestPrograms $204,174 · Management $8,930 · Fundraising $2,663$215,767
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $3,182,753 · Management $138,693 · Fundraising $41,386$3,362,832
IX-23 InsuranceManagement $246,927$246,927
IX-24 Other expenses (24a–d)Programs $1,267,969 · Management $207,992 · Fundraising $45$1,476,006
IX-25 Total functional expensesPrograms $52,918,090 · Management $7,514,332 · Fundraising $1,625,759$62,058,181
Part X · Balance sheet $180,402,224 assets, 30 lines filed
X-1 Cash, non-interest-bearingStart of year $8,012,067$12,160,231
X-2 Savings and temporary cash investmentsStart of year $633,378$688,139
X-3 Pledges and grants receivableStart of year $6,985,403$4,262,835
X-4 Accounts receivableStart of year $413,799$647,838
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $270,557$368,078
X-10c Land, buildings and equipment, netStart of year $92,649,297$101,299,112
X-11 Publicly traded securitiesStart of year $46,217,999$44,510,093
X-12 Other securitiesStart of year $13,174,301$16,465,898
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $168,356,801$180,402,224
X-17 Accounts payable and accrued expensesStart of year $6,601,413$4,854,938
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $17,958,517$19,827,565
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$0
X-23 Secured mortgages and notes payableStart of year $13,394,308$12,906,154
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $37,954,238$37,588,657
X-27 Net assets without donor restrictionsStart of year $112,776,096$120,463,528
X-28 Net assets with donor restrictionsStart of year $17,626,467$22,350,039
X-32 Total net assets or fund balancesStart of year $130,402,563$142,813,567
X-33 Total liabilities and net assetsStart of year $168,356,801$180,402,224
Part XI · Reconciliation of net assets $142,813,567 net assets at year end
XI-1 Total revenue$74,362,935
XI-2 Total expenses$62,058,181
XI-3 Revenue less expenses$12,304,754
XI-4 Net assets at start of year$130,402,563
XI-5 Net unrealized gains (losses) on investments$106,250
XI-10 Net assets at end of year$142,813,567

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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