Civic Intelligence

Portledge School

990 • Fiscal year 2017 • EIN 11-6044973

Jul 01, 2016 to Jun 30, 2017 • Filed on May 03, 2018

Organization ProfileWWW.PORTLEDGE.ORG

View Organization Page

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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

66th percentile

0.40x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.43x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$357,259

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

9.1%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$18,537,092

Up $1,916,831 (+12%) from 2016

Net Assets

Up

$11,078,393

Up $754,599 (+7.3%) from 2016

Liabilities

Up

$7,458,699

Up $1,162,232 (+18%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin56th percentile

Revenue

Up

$17,375,685

Up $1,451,968 (+9.1%) from 2016

Expenses

Up

$16,578,687

Up $1,350,571 (+8.9%) from 2016

Net Income

Up

$796,998

Up $101,397 (+15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2017

Assets$18,537,092
Liabilities$7,458,699
Net Assets$11,078,393
Open 2017 Filing

Operations Trend

Revenue Growth61st 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

2017

Revenue$17,375,685
Expenses$16,578,687
Net Income$796,998
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 3, 2018
Return Version
2016v3.0
Gross Receipts
$20,743,489
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$7,236,818$11,424,621▲ $4,187,803
Investments in Publicly Traded Securities$2,155,276$3,318,814▲ $1,163,538
Pledges and Grants Receivable$1,221,928$1,149,777▼ $72,151
Cash and Non-Interest-Bearing Accounts$3,055,880$1,012,761▼ $2,043,119
Savings and Temporary Cash Investments$1,890,450$656,973▼ $1,233,477
Prepaid Expenses and Deferred Charges$552,298$530,737▼ $21,561
Accounts Receivable$414,231$443,056▲ $28,825
Total Assets$16,620,261$18,537,092▲ $1,916,831
Other Assets Total$93,380$353▼ $93,027
Liabilities
Deferred Revenue$5,226,287$3,934,296▼ $1,291,991
Mortgage Notes Payable Secured by Investment Property-$2,564,553-
Accounts Payable and Accrued Expenses$1,070,180$959,850▼ $110,330
Total Liabilities$6,296,467$7,458,699▲ $1,162,232
Net Assets / Fund Balance
Unrestricted Net Assets$5,949,939$7,516,272▲ $1,566,333
Permanently Rstr Net Assets$2,110,404$2,325,372▲ $214,968
Temporarily Rstr Net Assets$2,263,451$1,236,749▼ $1,026,702
Total Net Assets Fund Balance$10,323,794$11,078,393▲ $754,599
Total Liabilities and Net Assets / Fund Balance$16,620,261$18,537,092▲ $1,916,831

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,584,406$5,458,552$11,042,958
Other Land Buildings$4,956,560$1,774,568$6,731,128
Leasehold Improvements$644,995$1,060,244$1,705,239
Equipment$117,860$402,449$520,309
Land$120,800-$120,800

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,110,404$1,375▲ $256,501$42,908$2,325,372
2015$2,303,471$200▼ $102,462$90,805$2,110,404
2014$2,380,136$6,225▲ $9,956$92,846$2,303,471
2013$2,120,381$77,818▲ $280,357$98,420$2,380,136
2012$1,927,724$30,313▲ $193,002-$2,120,381
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Simon Owen-williamsHead of SchoolFT$295,474$61,785$357,259
Richard FleckCFOFT$170,079$10,624$180,703
Saralyn LawnLower School Division HeadFT$154,633$8,021$162,654
Harry GrzelewskiUpper School Division HeadFT$126,868$17,520$144,388
Susan Edwards-bourdrezMid. School Division HeadFT$99,524$22,224$121,748

Board Members and Trustees

NameTitle
Stephen PalaciosPresident
Dana PagliaraVice President
Claude a BahnikTrustee
Donald D WilsonTrustee
Dr Joshua KuglerTrustee
Emily ChapmanTrustee
Jack PiuggiTrustee
Lindsey BarnettTrustee
Lisa WarrenTrustee
Mary Ellen MooneyTrustee
Peter GuoTrustee
Samara MeshelTrustee
T Kelly MilletTrustee
Truett TateTrustee
Valerie YardeniSecretary
Andrew FentressTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,038,977
Program Service Revenue
$14,262,415
Investment Income
$347,532
Other Revenue
$726,761
All Other Contributions
$1,413,497
Change in Net Assets
$796,998

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded15$220,722Fair Market Value
Other Non Cash Contri Table90$56,939Fair Market Value
Other Non Cash Contri Table66$25,635Fair Market Value
Other Non Cash Contri Table6$12,510Fair Market Value
Clothing and Household Goods-$12,378Fair Market Value
Other Non Cash Contri Table7$5,880Fair Market Value
Total Noncash Contributions184$334,064-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,782,174
Revenue Not Reported on Financial Statements
$2,593,511
Revenue Not Reported on Form 990
$-27,399
Other Revenue Adjustments
$2,593,511
Total Revenue per Audited Statements
$14,754,775
Total Revenue per Form 990
$17,375,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,040,033
Other Expenses$3,945,143
Grants and Similar Amounts Paid$2,593,511
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,779,299$2,526,444-$7,305,743
Grants to Domestic Individuals$2,593,511--$2,593,511
Current Officers, Directors, Trustees, and Key Employees-$1,024,057-$1,024,057
Office Expenses$581,236$414,534-$995,770
Other Employee Benefits$581,996$199,918-$781,914
Fees for Services Other$615,315$59,179-$674,494
Payroll Taxes$334,549$279,145-$613,694
All Other Expenses$233,044$211,781-$444,825
Depreciation Depletion-$439,639-$439,639
Pension Plan Contributions$196,636$117,989-$314,625
Insurance-$261,645-$261,645
Occupancy$74,266$164,934-$239,200
Travel$186,888--$186,888
Other Expenses$97,019$110,738-$97,019
Advertising$76,852$2,603-$79,455
Conferences and Meetings$2,955$71,222-$74,177
Fees for Services Accounting-$21,000-$21,000
Total Functional Expenses$10,673,859$5,904,828$0$16,578,687

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,578,687
Total Expenses per Audited Statements$14,000,176
Expenses per Audited Statements$13,985,176
Expenses Not Reported on Financial Statements$2,593,511
Other Expense Adjustments$2,593,511
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$123,455
Fundraising Direct Expenses$86,392
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$468,264$123,455$86,392$37,063
Total Events$468,264$123,455$86,392$37,063
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 11B

“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

Filer Name
Portledge School
EIN
11-6044973
Phone
5166711475
Address
355 DUCK POND ROAD, LOCUST VALLEY, NY 11560

Signing Officer

Name
Simon Owen-williams
Title
Head of School
Phone
5166711475
Signed
2018-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Simon Owen-williams
Formed
1965
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
217
Volunteers
200

Preparer

Firm
Todres & Company Llp
Address
400 POST AVENUE SUITE 205, WESTBURY, NY 11590
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 2,593,511.”

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 2,593,511.”

Raw XML AppendixShowing 400 of 735 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/PersonNm8VALERIE YARDENI
IRS990/Form990PartVIISectionAGrp/PersonNm9LINDSEY BARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm10PETER GUO
IRS990/Form990PartVIISectionAGrp/PersonNm11DR JOSHUA KUGLER
IRS990/Form990PartVIISectionAGrp/PersonNm12T KELLY MILLET
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY ELLEN MOONEY
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm15DONALD D WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm16SIMON OWEN-WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm17RICHARD FLECK
IRS990/Form990PartVIISectionAGrp/PersonNm18HARRY GRZELEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm19SUSAN EDWARDS-BOURDREZ
IRS990/Form990PartVIISectionAGrp/PersonNm20SARALYN LAWN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20154633
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18UPPER SCHOOL DIVISION HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt19MID. SCHOOL DIVISION HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt20LOWER SCHOOL DIVISION HEAD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0344809
IRS990/FundraisingDirectExpensesAmt086392
IRS990/FundraisingGrossIncomeAmt0123455
IRS990/GainOrLossGrp/SecuritiesAmt0301409
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0280671
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02593511
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02593511
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03567821
IRS990/GrossReceiptsAmt020743489
IRS990/GrossRentsGrp/RealAmt034500
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0261645
IRS990/InsuranceGrp/TotalAmt0261645
IRS990/InvestmentIncomeGrp/ExclusionAmt046123
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046123
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02155276
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03318814
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08695813
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07236818
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011424621
IRS990/LandBldgEquipCostOrOtherBssAmt020120434
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03266412
IRS990/LessRentalExpensesGrp/RealAmt015000
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0161648
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0161648
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/MortgNotesPyblScrdInvstPropGrp/EOYAmt02564553
IRS990/NetAssetsOrFundBalancesBOYAmt010323794
IRS990/NetAssetsOrFundBalancesEOYAmt011078393
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0301409
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0301409
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt037063
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt037063
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt019500
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt019500
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-42399
IRS990/NoncashContributionsAmt0334064
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0164934
IRS990/OccupancyGrp/ProgramServicesAmt074266
IRS990/OccupancyGrp/TotalAmt0239200
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0414534
IRS990/OfficeExpensesGrp/ProgramServicesAmt0581236
IRS990/OfficeExpensesGrp/TotalAmt0995770
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt093380
IRS990/OtherAssetsTotalGrp/EOYAmt0353
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0199918
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0581996
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0781914
IRS990/OtherExpensesGrp/Desc0RELEASED FROM RESTRICTI
IRS990/OtherExpensesGrp/Desc1AWARDS AND DISCOUNTS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS - ADMINIS
IRS990/OtherExpensesGrp/Desc3STUDENT STORE - INSTRUC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0110738
IRS990/OtherExpensesGrp/ProgramServicesAmt0171267
IRS990/OtherExpensesGrp/ProgramServicesAmt1149026
IRS990/OtherExpensesGrp/ProgramServicesAmt297019
IRS990/OtherExpensesGrp/TotalAmt0171267
IRS990/OtherExpensesGrp/TotalAmt1149026
IRS990/OtherExpensesGrp/TotalAmt2110738
IRS990/OtherExpensesGrp/TotalAmt397019
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
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IRS990/OtherRevenueMiscGrp/BusinessCd2611710
IRS990/OtherRevenueMiscGrp/Desc0STUDENT STORE
IRS990/OtherRevenueMiscGrp/Desc1INTERNATIONAL PROGRAM FEES
IRS990/OtherRevenueMiscGrp/Desc2TRIP INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0220683
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1145954
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2141913
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0220683
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1145954
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2141913
IRS990/OtherRevenueTotalAmt0670198
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02526444
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04779299
IRS990/OtherSalariesAndWagesGrp/TotalAmt07305743
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0279145
IRS990/PayrollTaxesGrp/ProgramServicesAmt0334549
IRS990/PayrollTaxesGrp/TotalAmt0613694
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0117989
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0196636
IRS990/PensionPlanContributionsGrp/TotalAmt0314625
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02110404
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02325372
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01221928
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01149777
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0552298
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0530737
IRS990/PrincipalOfficerNm0SIMON OWEN-WILLIAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013640775
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1621640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013640775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1621640
IRS990/ProgSrvcAccomActy2Grp/Desc0INSTRUCTION PROVIDES EDUCATIONAL SERVICES FOR APPROXIMATELY 500 ELEMENTARY AND SECONDARY SCHOOL CHILDREN
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010181744
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02593511
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt014310973
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02328098
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01827597
IRS990/PYInvestmentIncomeAmt0-85391
IRS990/PYOtherExpensesAmt03907047
IRS990/PYOtherRevenueAmt0798680
IRS990/PYProgramServiceRevenueAmt012882330
IRS990/PYRevenuesLessExpensesAmt0695601
IRS990/PYSalariesCompEmpBnftPaidAmt09493472
IRS990/PYTotalExpensesAmt015228116
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015923717
IRS990/QuidProQuoContributionsInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,537,092
Liabilities
$7,458,699
Net assets
$11,078,393
Revenue
$17,375,685
Expenses
$16,578,687
Net income
$796,998
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
2017Detailed filing. Detailed filing data is available for this year.$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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