Civic Intelligence

Portledge School

990 • Fiscal year 2014 • EIN 11-6044973

Jul 01, 2013 to Jun 30, 2014 • Filed on May 06, 2015

Organization ProfileWWW.PORTLEDGE.ORG

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355 Duck Pond RoadLocust Valley, NY 11560

(516) 671-1475

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.34x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

56th percentile

0.32x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

68th percentile

9.7%

Higher net margin than 68% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

78th percentile

$290,521

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$14,549,735

Up $2,152,807 (+17%) from 2013

Net Assets

Up

$9,603,331

Up $1,485,225 (+18%) from 2013

Liabilities

Up

$4,946,404

Up $667,582 (+16%) from 2013

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin68th percentile

Revenue

Up

$15,308,444

Up $2,814,391 (+23%) from 2013

Expenses

Up

$13,821,187

Up $1,849,207 (+15%) from 2013

Net Income

Up

$1,487,257

Up $965,184 (+185%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $10,944,406Liabilities 2011: $3,140,061Net Assets 2011: $7,804,3452011Assets 2012: $10,561,169Liabilities 2012: $3,036,474Net Assets 2012: $7,524,6952012Assets 2013: $12,396,928Liabilities 2013: $4,278,822Net Assets 2013: $8,118,1062013Assets 2014: $14,549,735Liabilities 2014: $4,946,404Net Assets 2014: $9,603,3312014Assets 2015: $15,381,224Liabilities 2015: $5,762,452Net Assets 2015: $9,618,7722015Assets 2016: $16,620,261Liabilities 2016: $6,296,467Net Assets 2016: $10,323,7942016Assets 2017: $18,537,092Liabilities 2017: $7,458,699Net Assets 2017: $11,078,3932017Assets 2018: $23,041,964Liabilities 2018: $11,369,978Net Assets 2018: $11,671,9862018Assets 2019: $24,810,497Liabilities 2019: $10,714,676Net Assets 2019: $14,095,8212019Assets 2020: $28,511,405Liabilities 2020: $12,946,403Net Assets 2020: $15,565,0022020Assets 2021: $30,687,544Liabilities 2021: $13,471,318Net Assets 2021: $17,216,2262021Assets 2022: $33,192,625Liabilities 2022: $14,800,420Net Assets 2022: $18,392,2052022Assets 2023: $35,750,915Liabilities 2023: $16,085,319Net Assets 2023: $19,665,5962023Assets 2024: $39,128,080Liabilities 2024: $17,218,115Net Assets 2024: $21,909,9652024Assets 2025: $42,400,901Liabilities 2025: $19,633,457Net Assets 2025: $22,767,4442025

Highlighted filing

2014

Assets$14,549,735
Liabilities$4,946,404
Net Assets$9,603,331
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $11,824,604Expenses 2011: $12,028,261Net Income 2011: -$203,6572011Expenses 2012: $11,725,6082012Revenue 2013: $12,494,053Expenses 2013: $11,971,980Net Income 2013: $522,0732013Revenue 2014: $15,308,444Expenses 2014: $13,821,187Net Income 2014: $1,487,2572014Revenue 2015: $14,829,764Expenses 2015: $14,666,560Net Income 2015: $163,2042015Revenue 2016: $15,923,717Expenses 2016: $15,228,116Net Income 2016: $695,6012016Revenue 2017: $17,375,685Expenses 2017: $16,578,687Net Income 2017: $796,9982017Revenue 2018: $18,645,639Expenses 2018: $18,131,839Net Income 2018: $513,8002018Revenue 2019: $22,758,291Expenses 2019: $20,335,874Net Income 2019: $2,422,4172019Revenue 2020: $24,050,312Expenses 2020: $22,605,507Net Income 2020: $1,444,8052020Revenue 2021: $24,376,165Expenses 2021: $21,581,800Net Income 2021: $2,794,3652021Revenue 2022: $24,209,567Expenses 2022: $22,410,019Net Income 2022: $1,799,5482022Revenue 2023: $24,652,480Expenses 2023: $23,814,319Net Income 2023: $838,1612023Revenue 2024: $26,947,471Expenses 2024: $25,216,248Net Income 2024: $1,731,2232024Revenue 2025: $27,652,412Expenses 2025: $27,307,068Net Income 2025: $345,3442025

Highlighted filing

2014

Revenue$15,308,444
Expenses$13,821,187
Net Income$1,487,257
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 6, 2015
Return Version
2013v4.0
Gross Receipts
$16,817,458
Mission and Program Overview

Mission

Portledge school offers a competitive college preparatory program in a warm, inclusive community. Students are inspired to realize their individual potential by developing the critical thinking skills and moral courage necessary for lifelong learning in an increasingly complex world.

Portledge is an inclusive community that inspires students to realize their individual potential, learn critical academic skills, develop moral courage, and prepare for further learning and global citizenship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,255,352$7,443,380▲ $188,028
Investments in Publicly Traded Securities$2,605,740$2,354,851▼ $250,889
Cash and Non-Interest-Bearing Accounts$1,374,740$1,557,973▲ $183,233
Savings and Temporary Cash Investments$63,805$1,545,229▲ $1,481,424
Pledges and Grants Receivable$267,000$845,908▲ $578,908
Prepaid Expenses and Deferred Charges$469,390$423,387▼ $46,003
Accounts Receivable$225,430$275,945▲ $50,515
Total Assets$12,396,928$14,549,735▲ $2,152,807
Other Assets Total$135,471$103,062▼ $32,409
Liabilities
Deferred Revenue$3,298,558$3,828,731▲ $530,173
Accounts Payable and Accrued Expenses$977,158$1,117,673▲ $140,515
Unsecured Notes Loans Payable$3,106$0▼ $3,106
Total Liabilities$4,278,822$4,946,404▲ $667,582
Net Assets / Fund Balance
Unrestricted Net Assets$5,178,409$5,604,208▲ $425,799
Permanently Rstr Net Assets$2,120,902$2,380,136▲ $259,234
Temporarily Rstr Net Assets$818,795$1,618,987▲ $800,192
Total Net Assets Fund Balance$8,118,106$9,603,331▲ $1,485,225
Total Liabilities and Net Assets / Fund Balance$12,396,928$14,549,735▲ $2,152,807

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,905,424$4,783,424$10,688,848
Other Land Buildings$577,329$1,477,348$2,054,677
Leasehold Improvements$727,956$882,223$1,610,179
Equipment$111,871$322,159$434,030
Land$120,800-$120,800

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,120,381$77,818▲ $280,357$98,420$2,380,136
2012$1,927,724$30,313▲ $193,002-$2,120,381
2011$1,955,913$26,500▲ $2,106$56,795$1,927,724
2010$1,624,011$53,388▲ $278,514-$1,955,913
2009$1,544,511-▲ $79,500-$1,624,011
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Simon Owen-williamsHead of SchoolFT$227,711$62,810$290,521
Alan CohenDean - Lower SchoolFT$148,605$6,280$154,885
Harry GrzelewskiUpper School Division HeadFT$114,575$14,295$128,870
Connie SullivanBusiness ManagerFT$99,470$4,053$103,523

Board Members and Trustees

NameTitle
Richard KirikianPresident
Samara MeshelVice President
Andrew FentressTrustee
Claude a BahnikTrustee
Dana PagliaraTrustee
Jack PiuggiTrustee
Mark KravietzTrustee
Richard PumaTrustee
Stephen PalaciosTrustee
Truett TateTrustee
Valerie YardeniTrustee
Walter OdenTrustee
Betty Ann Mcconaghy RoelSecretary
Phillip J HanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,123,222
Program Service Revenue
$12,141,915
Investment Income
$287,587
Other Revenue
$755,720
All Other Contributions
$1,739,433
Change in Net Assets
$1,487,257

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,294,824
Revenue Not Reported on Financial Statements
$2,013,620
Revenue Not Reported on Form 990
$12,968
Other Revenue Adjustments
$2,013,620
Total Revenue per Audited Statements
$13,307,792
Total Revenue per Form 990
$15,308,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,828,659
Other Expenses$3,978,908
Grants and Similar Amounts Paid$2,013,620
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,944,045$2,006,998-$5,951,043
Grants to Domestic Individuals$2,013,620--$2,013,620
Office Expenses$932,825$489,635-$1,422,460
Current Officers, Directors, Trustees, and Key Employees-$684,693-$684,693
Fees for Services Other$486,681$48,809-$535,490
Other Employee Benefits$378,189$123,036-$501,225
Payroll Taxes$276,311$184,243-$460,554
Depreciation Depletion-$405,950-$405,950
All Other Expenses$89,875$218,784-$308,659
Pension Plan Contributions$160,297$70,847-$231,144
Occupancy$31,720$175,099-$206,819
Insurance-$181,710-$181,710
Travel$180,267--$180,267
Other Expenses$95,465--$95,465
Advertising$76,970$8,861-$85,831
Conferences and Meetings-$85,784-$85,784
Fees for Services Accounting-$20,000-$20,000
Total Functional Expenses$9,116,738$4,704,449$0$13,821,187

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,821,187
Total Expenses per Audited Statements$11,822,567
Expenses per Audited Statements$11,807,567
Expenses Not Reported on Financial Statements$2,013,620
Other Expense Adjustments$2,013,620
Expenses Not Reported on Form 990$15,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$93,932
Fundraising Direct Expenses$55,703
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$367,578$93,932$55,703$38,229
Total Events$367,578$93,932$55,703$38,229
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The governing treasurer & assistant treasurer reviewed the tax return prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The school regularly and consistently monitors and enforces compliance with this policy. The school maintains and provides an annual hand book inclusive of this policy.”

Form 990, Part VI, Section B, Line 15

“The executive committee of board, made up of independent members, meets annually to make compensation decisions.”

Form 990, Part VI, Section C, Line 19

“All information is avaliable upon request.”

Filing and Contact Details

Filer

EIN
11-6044973
Phone
5166711475

Signing Officer

Name
Simon Owen-williams
Title
Head of School
Phone
5166711475
Signed
2015-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Simon Owen-williams
Formed
1965
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
176
Volunteers
14

Preparer

Preparer
Scooperberg CPA
Phone
5169973232
Supplemental Narrative

Additional Explanations

FROM FORM 990 PAGE 12 PART XII LINE 2C:

“The school has a committee that assumes responsibilty for the oversight of the audit. This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Earnings on endowment funds shall be used to provide for buildings and grounds, faculty compensation and student scholarships.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expense netted with gross revenue on financial statements 15,000.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Scholarships and tuition discounts netted with gross tuition on financials 2,013,620.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expense netted with gross revenue on financial statements 15,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Scholarships and tuition discounts netted with gross tuition on financials 2,013,620.”

Raw XML AppendixShowing 400 of 654 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14227711
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1599470
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16114575
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17148605
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt15BUSINESS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt16UPPER SCHOOL DIVISION HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt17DEAN - LOWER SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0273646
IRS990/FundraisingDirectExpensesAmt055703
IRS990/FundraisingGrossIncomeAmt093932
IRS990/GainOrLossGrp/SecuritiesAmt0279955
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0110143
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02013620
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02013620
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01718266
IRS990/GrossReceiptsAmt016817458
IRS990/GrossRentsGrp/RealAmt039107
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0181710
IRS990/InsuranceGrp/TotalAmt0181710
IRS990/InvestmentIncomeGrp/ExclusionAmt07632
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07632
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02605740
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02354851
IRS990/IRPDocumentCnt054
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07465154
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07255352
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07443380
IRS990/LandBldgEquipCostOrOtherBssAmt014908534
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01438311
IRS990/LessRentalExpensesGrp/RealAmt015000
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0175857
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0175857
IRS990/MissionDesc0PORTLEDGE IS AN INCLUSIVE COMMUNITY THAT INSPIRES STUDENTS TO REALIZE THEIR INDIVIDUAL POTENTIAL, LEARN CRITICAL ACADEMIC SKILLS, DEVELOP MORAL COURAGE, AND PREPARE FOR FURTHER LEARNING AND GLOBAL CITIZENSHIP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08118106
IRS990/NetAssetsOrFundBalancesEOYAmt09603331
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0279955
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0279955
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt038229
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038229
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt024107
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt024107
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2032
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0175099
IRS990/OccupancyGrp/ProgramServicesAmt031720
IRS990/OccupancyGrp/TotalAmt0206819
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0489635
IRS990/OfficeExpensesGrp/ProgramServicesAmt0932825
IRS990/OfficeExpensesGrp/TotalAmt01422460
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0135471
IRS990/OtherAssetsTotalGrp/EOYAmt0103062
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0123036
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0378189
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0501225
IRS990/OtherExpensesGrp/Desc0RELEASED FROM RESTRICTI
IRS990/OtherExpensesGrp/Desc1ESL HOSTING
IRS990/OtherExpensesGrp/Desc2STUDENT STORE - INSTRUC
IRS990/OtherExpensesGrp/Desc3AWARDS AND DISCOUNTS
IRS990/OtherExpensesGrp/ProgramServicesAmt0231224
IRS990/OtherExpensesGrp/ProgramServicesAmt1117600
IRS990/OtherExpensesGrp/ProgramServicesAmt2101649
IRS990/OtherExpensesGrp/ProgramServicesAmt395465
IRS990/OtherExpensesGrp/TotalAmt0231224
IRS990/OtherExpensesGrp/TotalAmt1117600
IRS990/OtherExpensesGrp/TotalAmt2101649
IRS990/OtherExpensesGrp/TotalAmt395465
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1611710
IRS990/OtherRevenueMiscGrp/BusinessCd2611710
IRS990/OtherRevenueMiscGrp/Desc0STUDENT STORE
IRS990/OtherRevenueMiscGrp/Desc1INTERNATIONAL PROGRAM FEES
IRS990/OtherRevenueMiscGrp/Desc2TRIP INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0257816
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1156800
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2102911
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0257816
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1156800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2102911
IRS990/OtherRevenueTotalAmt0693384
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02006998
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03944045
IRS990/OtherSalariesAndWagesGrp/TotalAmt05951043
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0184243
IRS990/PayrollTaxesGrp/ProgramServicesAmt0276311
IRS990/PayrollTaxesGrp/TotalAmt0460554
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt070847
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0160297
IRS990/PensionPlanContributionsGrp/TotalAmt0231144
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02120902
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02380136
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0267000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0845908
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0469390
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0423387
IRS990/PrincipalOfficerNm0SIMON OWEN-WILLIAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011238708
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1903207
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011238708
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1903207
IRS990/ProgSrvcAccomActy2Grp/Desc0INSTRUCTION PROVIDES EDUCATIONAL SERVICES FOR APPROXIMATELY 400 ELEMENTARY AND SECONDARY SCHOOL CHILDREN
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08429155
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02013620
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt011956199
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0803321
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01880082
IRS990/PYInvestmentIncomeAmt0193716
IRS990/PYOtherExpensesAmt02950755
IRS990/PYOtherRevenueAmt0794395
IRS990/PYProgramServiceRevenueAmt010702621
IRS990/PYRevenuesLessExpensesAmt0522073
IRS990/PYSalariesCompEmpBnftPaidAmt07141143
IRS990/PYTotalExpensesAmt011971980
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012494053
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01487257
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt024107
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0903207
IRS990/SavingsAndTempCashInvstGrp/BOYAmt063805
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01545229
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,549,735
Liabilities
$4,946,404
Net assets
$9,603,331
Revenue
$15,308,444
Expenses
$13,821,187
Net income
$1,487,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.4$19.6$22.8$27.7$27.3$0.35
2024Detailed filing. Detailed filing data is available for this year.$39.1$17.2$21.9$26.9$25.2$1.73
2023Detailed filing. Detailed filing data is available for this year.$35.8$16.1$19.7$24.7$23.8$0.84
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.2$14.8$18.4$24.2$22.4$1.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$13.5$17.2$24.4$21.6$2.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$12.9$15.6$24.1$22.6$1.44
2019Detailed filing. Detailed filing data is available for this year.$24.8$10.7$14.1$22.8$20.3$2.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$11.4$11.7$18.6$18.1$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$7.46$11.1$17.4$16.6$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$6.30$10.3$15.9$15.2$0.70
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$5.76$9.62$14.8$14.7$0.16
2014Detailed filing. Detailed filing data is available for this year.$14.5$4.95$9.60$15.3$13.8$1.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$4.28$8.12$12.5$12.0$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$3.04$7.52$11.7
2011Summary only. Only limited summary data is available for this year.$10.9$3.14$7.80$11.8$12.0$0.20
Peer Organizations

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