irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $2.53MTHE 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.
named programs · 4 · from sources
What they call their work
Outplacement Program
Supports students transitioning back to mainstream schools, providing guidance and assistance to families in selecting appropriate next-step educational settings
Summer Program
Academic summer program for students in grades 2-9 focusing on preventing summer learning loss through structured, multisensory instruction in reading, writing, and math
The Windward Institute
Professional development division offering courses, workshops, and lectures for educators; produces the Beacon publication on language-based learning disabilities
Windward School Program
Full-time academic program for students in grades 1-9 with language-based learning disabilities, using a multisensory, direct instruction model to develop reading, writing, and math skills
activities · 9 groups
What they do
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Educator Training in Equity and Inclusion 1 activity
- Advances equity, diversity, inclusion, and belonging (DEIB)Implements a three-year DEIB strategic plan, maintains a DEIB glossary for community use, and works to advance educational equity in underrepresented and historically marginalized communities to ensure program accessibility and foster inclusive school culture.
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Structured Literacy Instruction and Dyslexia Support 1 activity
- Delivers multisensory, research-based education for students with language-based learning disabilitiesProvides specialized instruction in small class settings across three campuses in Manhattan and White Plains, NY, using a structured, evidence-based curriculum focused on oral language, reading, spelling, and writing. Offers three daily 45-minute language arts periods for all students to build literacy skills.
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Educator Conferences & Professional Development Events 1 activity
- Delivers professional development and community trainingConducts in-person and virtual courses, workshops, and lectures annually for over 2,000 individuals seeking professional or personal development. Provides 11,000 cumulative annual professional development hours for teaching staff and shares expertise with parents, educators, and the broader community based on current research.
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Recognition and Awards Programs 1 activity
- Hosts alumni engagement and community inspiration eventsHosts the annual Dream Big program featuring inspirational alumni speakers who share their experiences overcoming challenges related to language-based learning disabilities, as well as awards and recognition ceremonies such as one held for Grades 6, 7, and 9 at Westchester Middle School in 2026.
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Summer Academic Enrichment Programs 1 activity
- Offers summer academic and enrichment programmingRuns a summer academic program for students in grades 2–9 using a research-based, multisensory curriculum designed to prevent summer learning loss. Includes structured morning academics, optional afternoon activities, progress reports, completed student work returns, and proactive family communication. Offers need-based financial aid on a first-come, first-served basis.
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Academic Research Dissemination 1 activity
- Produces research-informed publications and thought leadershipProduces and distributes The Beacon, a biannual print and digital publication sent to over 10,000 subscribers, covering research and thought leadership on language-based learning disabilities, child development, pedagogy, and learning theory.
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Social-Emotional Learning (SEL) Programs 1 activity
- Provides structured social-emotional and after-care supportOffers social-emotional learning programs for lower and middle school students to develop emotional regulation, peer relationships, self-advocacy, and confidence. Also operates an after-care program for lower school students on Mondays through Thursdays from dismissal until 5:30 p.m., featuring snacks, social engagement, creative activities, and homework support.
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Multi-Institution Scholarship Funding 1 activity
- Serves students from diverse geographic and socioeconomic backgroundsServes students from over 90 school districts in the tri-state metropolitan area, including 95 districts according to recent data. Provides need-based financial aid and distributed $9 million in tuition assistance during both the 2023-2024 and 2024-2025 academic years to ensure accessibility.
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Special Education Support Services 1 activity
- Supports student reintegration into mainstream schoolsPrepares students with language-based learning disabilities for successful transition back to mainstream educational environments, with 98% of students successfully transitioning after an average of 3–5 years. Operates an Outplacement department to support families in identifying and enrolling in appropriate schools.
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financials · form 990 · fy2024
revenue
Total revenue$84.21M
Contributions & grants$9.73M12%
Program service revenue$71.55M85%
Investment income$2.67M3%
Other revenue$260K
expenses
Total expenses$77.10M
Program expenses83%
Admin / overhead15%
Fundraising2%
Salaries & benefits$49.03M
Grants paid out$9.43M
Largest expense lineCompensation
balance sheet
Total assets$202.10M
Cash$9.52M
Investments$86.76M
Liabilities$18.96M
Net assets$183.14M
Liquid reserves15.0 mo
6 years on record · 2019–2024 · YoY revenue +7.3%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 7
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| JAMIE WILLIAMSON | HEAD OF SCHOOL | 40 | $932K |
| BETH ZAMERSKI | CFO | 40 | $367K |
| LUCY GODMAN | CHIEF ADVANCEMENT OFFICER | 40 | $367K |
| LISA MURRAY | ASSOCIATE HEAD OF SCHOOL | 40 | $343K |
| JON ROSENSHINE | ASSOCIATE HEAD OF SCHOOL | 40 | $341K |
| BETSY DUFFY | DIR. OF LANGUAGE ARTS AND INSTR. | 40 | $309K |
| CHRIS EBERHARD | CAMPUS HEAD | 40 | $278K |
board members · 18
- AKEELA ASCUY — BOARD MEMBER
- BETH DEMBA — BOARD MEMBER
- CHRIS DOOLEY — BOARD MEMBER
- DAVID FRIEDLAND — TREASURER
- DENIS O'LEARY III — BOARD MEMBER
- IAN LEVINE — BOARD MEMBER
- JENNIFER WEYBURN — BOARD MEMBER
- JENNY PRICE — 2ND VICE PRESIDENT
- KEN SQUIRE — BOARD MEMBER
- MAGDALENA ZAVALIA MIGUENS — BOARD MEMBER
- MARGI BOOTH — BOARD MEMBER
- MARIA REED — SECRETARY
- MEREDITH JENKINS — BOARD MEMBER
- MICHAEL CUMMINS — BOARD MEMBER
- MICHELL KATZ — 1ST VICE PRESIDENT
- NICHOLAS VAN AMBURG — BOARD MEMBER
- PATRICIA WOLFF — PRESIDENT
- PETER D'AVANZO — BOARD MEMBER
relationships · 16
Who they work with
- Becky Lindon Partner — Admissions Associate for Manhattan Middle School, providing information and support for admissions inquiries.
- Christine Ortiz Partner — Admissions Associate for Westchester Lower School, providing information and support for admissions inquiries.
- Dr. Erik Bennett Partner — Financial Aid Director responsible for administering financial aid applications and awards for the Summer Program.
- Facebook Partner — Social media platform used for community engagement
- Flik Partner — Serves as the food provider for The Windward School, supplying daily lunch options included in tuition
- Goldman Sachs Partner — Financial institution used for receiving and processing gifts of appreciated securities.
- Instagram Partner — Social media platform used for community engagement
- LinkedIn Partner — Social media platform used for professional community engagement
- Literacy Academy Collective Partner — Named partnership with The Windward School.
- National Association of Independent Schools Network — Adapts DEIB definitions from the National Association of Independent Schools' Diversity Work in Independent Schools.
- New York City Department of Education’s Office of Pupil Transportation (OPT) Government — Coordinates student transportation services including door-to-door busing, stop-to-school routes, and MetroCard eligibility for eligible families
- Parents League of New York Partner — Named affiliate of The Windward School.
- THE WINDWARD INSTITUTE Partner — Division of The Windward School that provides professional development, forms partnerships, advocates for students, and expands the school's expertise.
- The Windward Institute Network — Extends Windward's mission by training educators and sharing research-based practices beyond the classroom.
- Westchester Middle School Partner — Co-hosted an awards and recognition ceremony for Grades 6, 7, and 9 in 2026.
- Windward Parents Association Partner — Co-sponsors the annual Dream Big program with the Windward Alumni Office.
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Direct and Individualized Instruction in Small Classroomsmethodology: direct_instructionBy delivering direct, explicit instruction in small class settings with personalized attention, we produce greater academic growth for students with language-based learning disabilities because structured teaching with immediate feedback enables mastery and addresses individual learning gaps effectively.
- Early Identification and Interventionmethodology: early_interventionBy identifying language-based learning disabilities early through comprehensive screening and applying targeted intervention, we improve long-term academic and emotional outcomes because timely, evidence-based support prevents cumulative learning gaps and builds foundational skills during critical developmental periods.
- Integrated Academic and Social-Emotional Developmentmethodology: integrated_academic_and_social_emotional_developmentBy integrating social-emotional learning with academic instruction, we build self-advocacy, self-esteem, and belonging in students with learning disabilities because emotional resilience and interpersonal skills are foundational to sustained academic success and reintegration into mainstream settings.
- Multisensory, Structured, and Sequential Instructionmethodology: multisensory_sequential_instructionBy using a multisensory, systematic, and sequential approach rooted in Orton-Gillingham principles, we improve reading and spelling outcomes for students with language-based learning disabilities because this method aligns with how their brains process language, enabling mastery through structured, cumulative skill development.