Civic Intelligence

Portledge School

990 • Fiscal year 2018 • EIN 11-6044973

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 08, 2019

Organization ProfileWWW.PORTLEDGE.ORG

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355 Duck Pond RoadLocust Valley, NY 11560

(516) 671-1475

Siviq Scores

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Balance Sheet

Assets

Flat

$23,041,964

Flat from 2018

Net Assets

Flat

$11,671,986

Flat from 2018

Liabilities

Flat

$11,369,978

Flat from 2018

Revenue And Expenses

Revenue

Flat

$18,645,639

Flat from 2018

Expenses

Flat

$18,131,839

Flat from 2018

Net Income

Flat

$513,800

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$23,041,964
Liabilities$11,369,978
Net Assets$11,671,986
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$18,645,639
Expenses$18,131,839
Net Income$513,800
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.3
Gross Receipts
$20,452,176
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 school offers a competitive college preparatory program in a warm, inclusive community. Students are inspired to realize their individual potential by developing the skills and courage necessary for lifelong learning in an increasingly complex world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,424,621$14,919,100▲ $3,494,479
Investments in Publicly Traded Securities$3,318,814$2,822,719▼ $496,095
Savings and Temporary Cash Investments$656,973$2,066,199▲ $1,409,226
Cash and Non-Interest-Bearing Accounts$1,012,761$1,137,754▲ $124,993
Pledges and Grants Receivable$1,149,777$785,697▼ $364,080
Prepaid Expenses and Deferred Charges$530,737$750,371▲ $219,634
Accounts Receivable$443,056$506,491▲ $63,435
Other Notes and Loans Receivable, Net$0$53,280▲ $53,280
Total Assets$18,537,092$23,041,964▲ $4,504,872
Other Assets Total$353$353→ $0
Liabilities
Deferred Revenue$3,934,296$5,898,519▲ $1,964,223
Mortgage Notes Payable Secured by Investment Property$2,564,553$4,393,012▲ $1,828,459
Accounts Payable and Accrued Expenses$959,850$1,050,363▲ $90,513
Other Liabilities$0$28,084▲ $28,084
Total Liabilities$7,458,699$11,369,978▲ $3,911,279
Net Assets / Fund Balance
Unrestricted Net Assets$7,516,272$8,099,568▲ $583,296
Permanently Rstr Net Assets$2,325,372$2,529,784▲ $204,412
Temporarily Rstr Net Assets$1,236,749$1,042,634▼ $194,115
Total Net Assets Fund Balance$11,078,393$11,671,986▲ $593,593
Total Liabilities and Net Assets / Fund Balance$18,537,092$23,041,964▲ $4,504,872

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,290,569$5,793,267$19,083,836
Other Land Buildings$511,200$1,959,065$2,470,265
Leasehold Improvements$849,581$1,125,705$1,975,286
Equipment$146,950$425,187$572,137
Land$120,800-$120,800

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,325,372$100,000▲ $132,599$28,187$2,529,784
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Simon Owen-williamsHead of SchoolFT$297,703$59,383$357,086
Richard FleckCFOFT$187,504$9,796$197,300
Saralyn LawnLower School Division HeadFT$140,865$14,032$154,897
Michael CoopeDirector of AdmissionsFT$131,405$23,427$154,832
Karen CrowleyAssist. Head of SchoolFT$144,103$7,504$151,607
Tara AskelandDirector of DevelopmentFT$125,349$23,960$149,309
Harry GrzelewskiUpper School Division HeadFT$121,950$18,147$140,097

Board Members and Trustees

NameTitle
Samara MeshelPresident
Lindsey BarnettVice President
Claude a BahnikTrustee
Dana PagliaraTrustee
David SchamisTrustee
Donna BurkeTrustee
Dr Joshua KuglerTrustee
Jack PiuggiTrustee
Jamal HaughtonTrustee
Kimberly DeyTrustee
Lisa WarrenTrustee
Peter GuoTrustee
Truett TateTrustee
Valerie YardeniTrustee
Mary Ellen MooneySecretary
Donald D WilsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cook And Krupa LLCConstruction81 JERICHO TURNPIKE, Mineola, NY 11501$5,431,382
Global Administration Services LLCBus Transportation845 HEMPSTEAD TURNPIKE, Franklin Square, NY 11010$135,610
Revenue and Support

Revenue Composition

Contributions and Grants
$1,730,631
Program Service Revenue
$15,781,365
Investment Income
$100,687
Other Revenue
$1,032,956
All Other Contributions
$1,216,361
Change in Net Assets
$513,800

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 Traded16$191,026Listed Stock Value
Other Non Cash Contri Table119$48,178Fair Market Value
Other Non Cash Contri Table29$29,015Fair Market Value
Other Non Cash Contri Table28$20,738Fair Market Value
Clothing and Household Goods-$5,904Fair Market Value
Other Non Cash Contri Table3$4,210Fair Market Value
Total Noncash Contributions195$299,071-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,861,311
Revenue Not Reported on Financial Statements
$2,784,328
Revenue Not Reported on Form 990
$94,793
Other Revenue Adjustments
$2,784,328
Total Revenue per Audited Statements
$15,956,104
Total Revenue per Form 990
$18,645,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,795,302
Other Expenses$4,552,209
Grants and Similar Amounts Paid$2,784,328
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,791,929$3,645,367-$8,437,296
Grants to Domestic Individuals$2,784,328--$2,784,328
Office Expenses$537,874$468,584-$1,006,458
Other Employee Benefits$557,926$227,859-$785,785
Fees for Services Other$680,926$50,142-$731,068
Payroll Taxes$328,910$321,104-$650,014
Depreciation Depletion-$607,411-$607,411
Current Officers, Directors, Trustees, and Key Employees-$554,386-$554,386
All Other Expenses$366,578$111,062-$477,640
Pension Plan Contributions$189,005$178,816-$367,821
Occupancy$73,035$218,563-$291,598
Insurance-$241,831-$241,831
Travel$229,135--$229,135
Interest-$219,032-$219,032
Other Expenses$107,761$151,540-$107,761
Conferences and Meetings$9,057$73,996-$83,053
Advertising$58,692--$58,692
Fees for Services Accounting-$22,000-$22,000
Total Functional Expenses$10,854,698$7,277,141$0$18,131,839

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,131,839
Total Expenses per Audited Statements$15,362,511
Expenses per Audited Statements$15,347,511
Expenses Not Reported on Financial Statements$2,784,328
Other Expense Adjustments$2,784,328
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$125,017
Fundraising Direct Expenses$78,851
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$422,689$125,017$78,851$46,166
Total Events$422,689$125,017$78,851$46,166
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank-cash Restricted to Investment in Property & Equipment$28,084
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
2019-02-08
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
236
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 2,784,328.”

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 2,784,328.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt179796
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1818147
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1914032
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2023427
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217504
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2223960
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IRS990/Form990PartVIISectionAGrp/PersonNm1SAMARA MESHEL
IRS990/Form990PartVIISectionAGrp/PersonNm2JACK PIUGGI
IRS990/Form990PartVIISectionAGrp/PersonNm3TRUETT TATE
IRS990/Form990PartVIISectionAGrp/PersonNm4DANA PAGLIARA
IRS990/Form990PartVIISectionAGrp/PersonNm5VALERIE YARDENI
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID SCHAMIS
IRS990/Form990PartVIISectionAGrp/PersonNm7PETER GUO
IRS990/Form990PartVIISectionAGrp/PersonNm8DR JOSHUA KUGLER
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMAL HAUGHTON
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY ELLEN MOONEY
IRS990/Form990PartVIISectionAGrp/PersonNm11LISA WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm12DONALD D WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm13LINDSEY BARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm14DONNA BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm15KIMBERLY DEY
IRS990/Form990PartVIISectionAGrp/PersonNm16SIMON OWEN-WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm17RICHARD FLECK
IRS990/Form990PartVIISectionAGrp/PersonNm18HARRY GRZELEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm19SARALYN LAWN
IRS990/Form990PartVIISectionAGrp/PersonNm20MICHAEL COOPE
IRS990/Form990PartVIISectionAGrp/PersonNm21KAREN CROWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm22TARA ASKELAND
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16297703
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17187504
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18121950
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19140865
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20131405
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21144103
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22125349
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18UPPER SCHOOL DIVISION HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt19LOWER SCHOOL DIVISION HEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF ADMISSIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSIST. HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0297672
IRS990/FundraisingDirectExpensesAmt078851
IRS990/FundraisingGrossIncomeAmt0125017
IRS990/GainOrLossGrp/SecuritiesAmt051776
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0216598
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02784328
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02784328
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01764462
IRS990/GrossReceiptsAmt020452176
IRS990/GrossRentsGrp/RealAmt030954
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0241831
IRS990/InsuranceGrp/TotalAmt0241831
IRS990/InterestGrp/ManagementAndGeneralAmt0219032
IRS990/InterestGrp/TotalAmt0219032
IRS990/InvestmentIncomeGrp/ExclusionAmt048911
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048911
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03318814
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02822719
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09303224
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011424621
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014919100
IRS990/LandBldgEquipCostOrOtherBssAmt024222324
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01712686
IRS990/LessRentalExpensesGrp/RealAmt015000
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0366038
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0366038
IRS990/MissionDesc0PORTLEDGE SCHOOL OFFERS A COMPETITIVE COLLEGE PREPARATORY PROGRAM IN A WARM, INCLUSIVE COMMUNITY. STUDENTS ARE INSPIRED TO REALIZE THEIR INDIVIDUAL POTENTIAL BY DEVELOPING THE SKILLS AND COURAGE NECESSARY FOR LIFELONG LEARNING IN AN INCREASINGLY COMPLEX WORLD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02564553
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04393012
IRS990/NetAssetsOrFundBalancesBOYAmt011078393
IRS990/NetAssetsOrFundBalancesEOYAmt011671986
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt051776
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt051776
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt046166
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt046166
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt015954
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt015954
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt079793
IRS990/NoncashContributionsAmt0299071
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0218563
IRS990/OccupancyGrp/ProgramServicesAmt073035
IRS990/OccupancyGrp/TotalAmt0291598
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0468584
IRS990/OfficeExpensesGrp/ProgramServicesAmt0537874
IRS990/OfficeExpensesGrp/TotalAmt01006458
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0353
IRS990/OtherAssetsTotalGrp/EOYAmt0353
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0227859
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0557926
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0785785
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS - ADMINIS
IRS990/OtherExpensesGrp/Desc1SECURITY
IRS990/OtherExpensesGrp/Desc2AWARDS AND DISCOUNTS
IRS990/OtherExpensesGrp/Desc3RELEASED FROM RESTRICTI
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0185448
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1151540
IRS990/OtherExpensesGrp/ProgramServicesAmt0139542
IRS990/OtherExpensesGrp/ProgramServicesAmt1107761
IRS990/OtherExpensesGrp/TotalAmt0185448
IRS990/OtherExpensesGrp/TotalAmt1151540
IRS990/OtherExpensesGrp/TotalAmt2139542
IRS990/OtherExpensesGrp/TotalAmt3107761
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt028084
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1611710
IRS990/OtherRevenueMiscGrp/BusinessCd2611710
IRS990/OtherRevenueMiscGrp/Desc0STUDENT STORE
IRS990/OtherRevenueMiscGrp/Desc1TRIP INCOME
IRS990/OtherRevenueMiscGrp/Desc2INTERNATIONAL PROGRAM FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0240218
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1199820
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2164760
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0240218
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1199820
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2164760
IRS990/OtherRevenueTotalAmt0970836
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03645367
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04791929
IRS990/OtherSalariesAndWagesGrp/TotalAmt08437296
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt053280
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0321104
IRS990/PayrollTaxesGrp/ProgramServicesAmt0328910
IRS990/PayrollTaxesGrp/TotalAmt0650014
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0178816
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0189005
IRS990/PensionPlanContributionsGrp/TotalAmt0367821
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02325372
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02529784
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01149777

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,041,964
Liabilities
$11,369,978
Net assets
$11,671,986
Revenue
$18,645,639
Expenses
$18,131,839
Net income
$513,800
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
2018Detailed filing. Detailed filing data is available for this year.$23.0$11.4$11.7$18.6$18.1$0.51
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