PORTLEDGE SCHOOL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PORTLEDGE SCHOOL (EIN 11-6044973)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-07
- IRS object ID
- 202513119349304111
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T15:01:57-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116044973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLEDGE SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 5166711475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 DUCK POND ROAD | AddressLine1Txt |
| City | LOCUST VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIMON A WILLIAMS | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 5166711475 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MODELSON | PreparerPersonNm |
| PTIN | P01603524 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SIMON A WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 DUCK POND ROAD | AddressLine1Txt |
| City | LOCUST VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,983,611 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PORTLEDGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PORTLEDGE SCHOOL PROVIDES EDUCATION AND EXTRA-CURRICULAR PROGRAMMING FOR STUDENTS IN PRE-NURSERY TO 12TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 209 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,965,098 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,292,504 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,425,569 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,783,417 | CYProgramServiceRevenueAmt |
| PY Investment Income | $434,042 | PYInvestmentIncomeAmt |
| CY Investment Income | $295,585 | CYInvestmentIncomeAmt |
| PY Other Revenue | $122,762 | PYOtherRevenueAmt |
| CY Other Revenue | $280,906 | CYOtherRevenueAmt |
| PY Total Revenue | $26,947,471 | PYTotalRevenueAmt |
| CY Total Revenue | $27,652,412 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,422,643 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,463,207 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,206,960 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,122,867 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $766,409 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,586,645 | PYOtherExpensesAmt |
| CY Other Expenses | $6,720,994 | CYOtherExpensesAmt |
| PY Total Expenses | $25,216,248 | PYTotalExpensesAmt |
| CY Total Expenses | $27,307,068 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,731,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $345,344 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,128,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,400,901 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,218,115 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,633,457 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,909,965 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,767,444 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,511,204 | ExpenseAmt |
| Grant | $3,463,207 | GrantAmt |
| Revenue | $24,867,387 | RevenueAmt |
| Desc | THE PORTLEDGE SCHOOL PROVIDES EDUCATIONAL SERVICES FOR PRE- NURSERY THROUGH GRADE 12 ACADEMIC INSTRUCTION, AFTER SCHOOL PROGRAMS THAT INCLUDE SPORTS, ARTS, AND TYPICALLY A SUMMER PROGRAM. DURING ITS FISCAL YEAR THE ORGANIZATION SERVED 539 FULL TIME STUDENTS AND 18 EARLY CHILDHOOD PART TIME STUDENTS.PORTLEDGE SCHOOL HAS THE FOLLOWING PROGRAMS:FOR CHILDREN IN PRE-KINDERGARTEN THROUGH EIGHTH GRADE, AFTER SCHOOL ADVENTURES PROVIDE MANY OPPORTUNITIES FOR CREATIVE LEARNING AND MAKING NEW FRIENDS BEYOND THE SCHOOL DAY. OUR SUMMER ADVENTURES PROGRAM IS OPEN TO PORTLEDGE AND NON-PORTLEDGE STUDENTS. THE PROGRAM OFFERINGS ARE WIDE AND VARIED AND COVER ATHLETICS, THE ARTS, TECHNOLOGY AND SCIENCE. NEW PROGRAMS ARE DEVELOPED CONTINUOUSLY TO MEET THE EXPANDING INTERESTS OF OUR STUDENTS. | Desc |
| Total Program Service Expenses | $21,511,204 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 209 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMONA OWENS CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5166711475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 DUCK POND ROAD | AddressLine1Txt |
| City | LOCUST VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11560 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DONALD D WILSON | ||||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOEL FRIEDMAN | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DONNA BURKE | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID SCHAMIS | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHAWNEE WARFIELD | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLAUDE A BAHNIK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDSEY BARNETT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT BURMAN | ||||||||
| TRUSTEE THRU 09/24 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER GUO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SAM JAIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YONG LEE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY LITTMAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TEDDY LYNN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUIS MARCOS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR KEVIN MERCIER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATIE ROTOLO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN STRAUSS | ||||||||
| TRUSTEE THRU 12/2024 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY TAYLOR '92 | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ARI SASS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMON A WILLIAMS | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $549,913 | $0 | $136,468 | |||
| RAMONA OWENS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $222,117 | $0 | $28,685 | |||
| TARA ASKELAND | ||||||||
| ADVANCEMENT DIRECTOR | 40.00 | $165,870 | $0 | $57,209 | Yes (X) | |||
| MICHAEL COOPE | ||||||||
| ADMISSIONS DIRECTOR | 40.00 | $184,621 | $0 | $89,238 | Yes (X) | |||
| KAREN CROWLEY | ||||||||
| ASST. HEAD OF SCHOOL | 40.00 | $241,218 | $0 | $13,349 | Yes (X) | |||
| CHRIS DISIMILE | ||||||||
| MS/US DIVISION HEAD | 40.00 | $224,557 | $0 | $114,949 | Yes (X) | |||
| SARALYN LAWN | ||||||||
| LOWER SCHOOL DIVISION HEAD | 40.00 | $185,354 | $0 | $86,193 | Yes (X) | |||
| SARAH SCHWAM | ||||||||
| CONTROLLER/DIRECTOR OF HR | 40.00 | $212,403 | $0 | $117,586 | Yes (X) | |||
| PETER COX | ||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | $134,256 | $0 | $61,538 | Yes (X) | |||
| TRACI DOUGLAS | ||||||||
| DIRECTOR OF DEI | 40.00 | $174,693 | $0 | $40,232 | Yes (X) | |||
| AMY MULLIGAN | ||||||||
| ATHLETIC DIRECTOR | 40.00 | $149,263 | $0 | $107,386 | Yes (X) | |||
| AMY MANZONE | ||||||||
| MS DIVISION HEAD | 40.00 | $136,844 | $0 | $414 | Yes (X) | |||
| FRANCISCO LAMERIO | ||||||||
| DEAN OF FACULTY/ASSOC. HEAD OF US | 40.00 | $128,586 | $0 | $14,716 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,709,695 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $867,963 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLIK | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | FOOD PROVISION | $1,037,543 |
| DHI CONSTRUCTION SERVICES | |||||
| 3000 MARCUS AVE SUITE 1W12 | LAKE SUCCESS | NY | 11042 | CONSTRUCTION SERVICES | $642,051 |
| RELIANCE GROUP INC | |||||
| 148-09 LIBERTY AVE | JAMAICA | NY | 11435 | STUDENT TRANSPORTATION | $265,190 |
| MCGOWAN & SONS | |||||
| 323 GLEN COVE AVENUE | SEA CLIFF | NY | 11579 | CONSTRUCTION SERVICES | $175,000 |
| SUBURBAN BUS TRANSPORTATION | |||||
| 1881 NEW BRIDGE ROAD | BELLMORE | NY | 11710 | STUDENT TRANSPORTATION | $157,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $395,129 | FundraisingAmt |
| Government Grants | $789,406 | GovernmentGrantsAmt |
| All Other Contributions | $1,107,969 | AllOtherContributionsAmt |
| Noncash Contributions | $136,047 | NoncashContributionsAmt |
| Total Contributions | $2,292,504 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $24,137,086 | $24,137,086 |
| AUXILIARY SERVICES | 611710 | $646,331 | $646,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,783,417 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,957 | TotalRevenueColumnAmt |
| Exclusion | $295,957 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $208,719 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $208,719 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $208,719 | TotalRevenueColumnAmt |
| Exclusion | $208,719 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,624 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,996 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$372 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$372 | TotalRevenueColumnAmt |
| Exclusion | -$372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $174,780 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $395,129 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $186,563 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,783 | TotalRevenueColumnAmt |
| Exclusion | -$11,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $166,610 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $82,640 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,970 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,652,412 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,867,387 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $492,521 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,463,207 | TotalAmt |
| Program Services | $3,463,207 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,563,099 | TotalAmt |
| Program Services | $853,340 | ProgramServicesAmt |
| Management And General | $1,483,316 | ManagementAndGeneralAmt |
| Fundraising | $226,443 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,863 | TotalAmt |
| Program Services | $117,863 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,745,344 | TotalAmt |
| Program Services | $9,078,377 | ProgramServicesAmt |
| Management And General | $1,467,550 | ManagementAndGeneralAmt |
| Fundraising | $199,417 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,989 | TotalAmt |
| Program Services | $387,948 | ProgramServicesAmt |
| Management And General | $56,909 | ManagementAndGeneralAmt |
| Fundraising | $7,132 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,340,899 | TotalAmt |
| Program Services | $1,906,242 | ProgramServicesAmt |
| Management And General | $380,025 | ManagementAndGeneralAmt |
| Fundraising | $54,632 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,673 | TotalAmt |
| Program Services | $688,325 | ProgramServicesAmt |
| Management And General | $188,157 | ManagementAndGeneralAmt |
| Fundraising | $27,191 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,429 | TotalAmt |
| Management And General | $95,429 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,700 | TotalAmt |
| Management And General | $74,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,307 | TotalAmt |
| Program Services | $180,717 | ProgramServicesAmt |
| Management And General | $44,590 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,213 | TotalAmt |
| Management And General | $138,940 | ManagementAndGeneralAmt |
| Fundraising | $17,273 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,540 | TotalAmt |
| Program Services | $323,673 | ProgramServicesAmt |
| Management And General | $84,130 | ManagementAndGeneralAmt |
| Fundraising | $14,737 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,537 | TotalAmt |
| Program Services | $363,537 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,120 | TotalAmt |
| Program Services | $305,845 | ProgramServicesAmt |
| Management And General | $86,428 | ManagementAndGeneralAmt |
| Fundraising | $19,847 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,723 | TotalAmt |
| Program Services | $533,723 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,845 | TotalAmt |
| Program Services | $30,887 | ProgramServicesAmt |
| Management And General | $10,449 | ManagementAndGeneralAmt |
| Fundraising | $30,509 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,639 | TotalAmt |
| Management And General | $228,639 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,844 | TotalAmt |
| Program Services | $1,016,241 | ProgramServicesAmt |
| Management And General | $301,135 | ManagementAndGeneralAmt |
| Fundraising | $67,468 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,571 | TotalAmt |
| Program Services | $361,182 | ProgramServicesAmt |
| Management And General | $96,315 | ManagementAndGeneralAmt |
| Fundraising | $24,074 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FOOD EXPENSES | $911,829 | $910,928 | $901 | |
| INSTRUCTIONAL EXPENSES | $675,071 | $512,649 | $28,334 | $134,088 |
| REPAIRS AND MAINTENANCE | $545,369 | $409,294 | $27,215 | $108,860 |
| RESTRICTED EXPENSES | $60,470 | $60,470 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,787 | TotalAmt |
| Program Services | $6,756 | ProgramServicesAmt |
| Management And General | $49,795 | ManagementAndGeneralAmt |
| Fundraising | $21,236 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,307,068 | TotalAmt |
| Program Services | $21,511,204 | ProgramServicesAmt |
| Management And General | $5,029,455 | ManagementAndGeneralAmt |
| Fundraising | $766,409 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,257 | BOYAmt |
| EOY | $4,015,459 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,291,220 | BOYAmt |
| EOY | $3,975,971 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,656 | BOYAmt |
| EOY | $930,137 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,893 | BOYAmt |
| EOY | $277,284 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,132 | BOYAmt |
| EOY | $208,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,242,055 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,158,868 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,160,009 | BOYAmt |
| EOY | $27,083,187 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,965,154 | BOYAmt |
| EOY | $4,700,351 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,695 | BOYAmt |
| EOY | $39,775 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,064 | BOYAmt |
| EOY | $1,170,443 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,128,080 | BOYAmt |
| EOY | $42,400,901 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,227,973 | BOYAmt |
| EOY | $2,058,653 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,554,193 | BOYAmt |
| EOY | $9,721,569 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,146,460 | BOYAmt |
| EOY | $7,634,835 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,121 | BOYAmt |
| EOY | $96,617 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,368 | BOYAmt |
| EOY | $121,783 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,218,115 | BOYAmt |
| EOY | $19,633,457 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,857,873 | BOYAmt |
| EOY | $18,335,675 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,052,092 | BOYAmt |
| EOY | $4,431,769 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,909,965 | BOYAmt |
| EOY | $22,767,444 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,128,080 | BOYAmt |
| EOY | $42,400,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $345,344 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $512,135 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,100,567 | BeginningYearBalanceAmt |
| Contributions | $178,430 | ContributionsAmt |
| Investment Earnings Or Losses | $612,885 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $157,687 | OtherExpendituresAmt |
| End Year Balance | $4,734,195 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,600,216 | BeginningYearBalanceAmt |
| Contributions | $129,170 | ContributionsAmt |
| Investment Earnings Or Losses | $625,284 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,254,103 | OtherExpendituresAmt |
| End Year Balance | $4,100,567 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,271,391 | BeginningYearBalanceAmt |
| Contributions | $794,093 | ContributionsAmt |
| Investment Earnings Or Losses | $534,732 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,600,216 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,470,388 | BeginningYearBalanceAmt |
| Contributions | $325,689 | ContributionsAmt |
| Investment Earnings Or Losses | -$524,686 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,271,391 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,775,232 | BeginningYearBalanceAmt |
| Contributions | $30,276 | ContributionsAmt |
| Investment Earnings Or Losses | $766,941 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $102,061 | OtherExpendituresAmt |
| End Year Balance | $3,470,388 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08680 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45760 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,800 | OtherCostOrOtherBasisAmt |
| Book Value | $120,800 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,886,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,648,680 | DepreciationAmt |
| Book Value | $26,237,976 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,309,636 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,805,865 | DepreciationAmt |
| Book Value | $503,771 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $924,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $704,323 | DepreciationAmt |
| Book Value | $220,640 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,083,187 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $121,783 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $121,783 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,847,512 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $512,135 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $218,687 | OtherRevenueAmt |
| Revenue Not Reported | $730,822 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,116,690 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,535,722 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,535,722 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,652,412 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,990,033 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $218,687 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $218,687 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,771,346 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,535,722 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,535,722 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,307,068 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EARNINGS ON THE ENDOWMENT FUNDS SHALL BE USED TO PROVIDE FOR BUILDINGS AND GROUNDS, FACULTY COMPENSATION AND STUDENT SCHOLARSHIPS. |
| PART X, LINE 2: | THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SCHOOL IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 82,640. RECLASS OF SPECIAL EVENT EXPENSES TO PART VIII, LINE 8B 136,047. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF TUITION EXPENSE TO PART IX 4,535,722. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON PART VIII, LINE 10B 82,640. RECLASS OF SPECIAL EVENT EXPENSES TO PART VIII, LINE 8B 136,047. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF TUITION EXPENSE TO PART IX 4,535,722. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE SCHOOL PUBLISHES ITS NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE. THE SCHOOL IS A MEMBER OF THE NY STATE ASSOCIATION OF INDEPENDENT SCHOOLS (NYSAIS). NYSAIS PUBLISHES ITS RACIAL NON-DISCRIMINATORY POLICY AND LISTS EACH MEMBER SCHOOL, ON ITS WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVED FUNDING FROM NYS DEPARTMENT OF EDUCATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $546,925 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $372,145 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $174,780 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $50,000 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $136,563 | OtherDirectExpensesEvent1Amt |
| Event2 | CHAMPION FOR CHARITIES | Event2Nm |
| Gross Receipts Event2 | $22,984 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,984 | CharitableContriEvent2Amt |
| Gross Receipts Total | $569,909 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $395,129 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $174,780 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $50,000 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $136,563 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $186,563 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$11,783 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID | 142 | $2,976,458 |
| MERIT SCHOLARSHIPS | 51 | $352,665 |
| TUITION DISCOUNTS | 19 | $134,084 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RECIPIENTS OF FINANCIAL ASSISTANCE ARE NOT GIVEN FUNDS BUT RECEIVE A DISCOUNT ON THEIR TUITION PRICE. THEREFORE, THEY ARE UNABLE TO USE THE FUNDS FOR ANY OTHER PURPOSE. INTERESTED APPLICANTS FOR FINANCIAL ASSISTANCE MUST COMPLETE AN APPLICATION THROUGH SMART AID WHICH DETERMINES THE LEVEL OF NEED OF A FAMILY. AWARDS AMOUNTS ARE DETERMINED BY THE FINANCIAL ASSISTANCE COMMITTEE AFTER REVIEW OF THE APPLICATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SIMON A WILLIAMS | ||||||||||||||
| HEAD OF SCHOOL | $486,394 | $0 | $50,000 | $0 | $13,519 | $0 | $60,333 | $0 | $76,135 | $0 | $686,381 | $0 | $0 | $0 |
| CHRIS DISIMILE | ||||||||||||||
| MS/US DIVISION HEAD | $224,557 | $0 | $0 | $0 | $0 | $0 | $11,849 | $0 | $103,100 | $0 | $339,506 | $0 | $0 | $0 |
| SARAH SCHWAM | ||||||||||||||
| CONTROLLER/DIRECTOR OF HR | $212,402 | $0 | $0 | $0 | $1 | $0 | $9,665 | $0 | $107,921 | $0 | $329,989 | $0 | $0 | $0 |
| MICHAEL COOPE | ||||||||||||||
| ADMISSIONS DIRECTOR | $184,620 | $0 | $0 | $0 | $1 | $0 | $12,481 | $0 | $76,757 | $0 | $273,859 | $0 | $0 | $0 |
| SARALYN LAWN | ||||||||||||||
| LOWER SCHOOL DIVISION HEAD | $185,354 | $0 | $0 | $0 | $0 | $0 | $9,624 | $0 | $76,569 | $0 | $271,547 | $0 | $0 | $0 |
| AMY MULLIGAN | ||||||||||||||
| ATHLETIC DIRECTOR | $149,263 | $0 | $0 | $0 | $0 | $0 | $8,424 | $0 | $98,962 | $0 | $256,649 | $0 | $0 | $0 |
| KAREN CROWLEY | ||||||||||||||
| ASST. HEAD OF SCHOOL | $241,218 | $0 | $0 | $0 | $0 | $0 | $11,420 | $0 | $1,929 | $0 | $254,567 | $0 | $0 | $0 |
| RAMONA OWENS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $222,117 | $0 | $0 | $0 | $0 | $0 | $11,272 | $0 | $17,413 | $0 | $250,802 | $0 | $0 | $0 |
| TARA ASKELAND | ||||||||||||||
| ADVANCEMENT DIRECTOR | $165,870 | $0 | $0 | $0 | $0 | $0 | $9,284 | $0 | $47,925 | $0 | $223,079 | $0 | $0 | $0 |
| TRACI DOUGLAS | ||||||||||||||
| DIRECTOR OF DEI | $174,693 | $0 | $0 | $0 | $0 | $0 | $7,055 | $0 | $33,177 | $0 | $214,925 | $0 | $0 | $0 |
| PETER COX | ||||||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | $134,256 | $0 | $0 | $0 | $0 | $0 | $2,692 | $0 | $58,846 | $0 | $195,794 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS A CONDITION OF EMPLOYMENT, SIMON OWEN-WILLIAMS, THE HEAD OF SCHOOL, MAINTAINS A PRINCIPAL RESIDENCE ON CAMPUS WHICH IS INCLUDED AS PART OF HIS NONTAXABLE BENEFITS. THE SCHOOL ALSO PROVIDED THE HEAD OF SCHOOL'S RESIDENCE WITH HOUSEHOLD SERVICES AND UPKEEP, INCLUDING UTILITIES, CLEANING, LANDSCAPING, LAWN MAINTENANCE, AND OTHER SIMILAR EXPENDITURES. THE HOUSING AND THE UPKEEP OF THE RESIDENCE IS NONTAXABLE TO THE INDIVIDUAL. IN ADDITION, THE HEAD OF SCHOOL'S CAR WAS GROSSED UP FOR TAXES. |
| PART I, LINE 7 | CERTAIN INDIVIDUALS RECEIVED BONUSES LISTED IN PART II, COLUMN B(II) THAT WERE DISCRETIONARY AND INCLUDED IN TAXABLE WAGES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NASSAU COUNTY LOCAL ECONOMIC ASSISTANCE | ||||||||
| A | 274291221 | 000000000 | 2023-05-16 | $5,800,000 | ATHLETIC & WELLNESS CENTER AND RENOVATE CAMPUS | 0 | 0 | 0 |
| NASSAU COUNTY LOCAL ECONOMIC ASSISTANCE | ||||||||
| B | 274291221 | 000000000 | 2021-09-23 | $5,210,000 | REFINANCING 2018 MORTGAGE & CAMPUS DEFERRED MAINTENANCE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $42,019 | $5,800,000 | $3,393,941 | $2,406,059 | 0 | 0 | 0 | Yes (1) | |||
| B | $574,589 | $5,210,000 | $1,000,000 | 0 | 0 | Yes (1) | Yes (1) | $10,968 | $4,199,032 | 2022 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $97,712 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | REDUCED TUITION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CANDACE MARY OWEN-WILLIAMS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF HEAD OF SCHOOL | RelationshipDescriptionTxt |
| Transaction | $117,863 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION GIFT ITEMS | Desc |
| Contribution | 151 | ContributionCnt |
| Noncash Contributions Rpt F990 | $136,047 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KEVIN MERCIER AND CLAUDE BAHNIK HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE FINANCE COMMITTEE AND THE TREASURER REVIEW THE FORM 990 AND MAKE A RECOMMENDATION TO THE BOARD TO APPROVE THE RETURN. THE BOARD IS PROVIDED A PUBLIC INSPECTION COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS (SCHEDULE B IS REDACTED FROM THE COPY REVIEWED BY THE BOARD). |
| FORM 990, PART VI, SECTION B, LINE 12C | PORTLEDGE SCHOOL HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IT REGULARLY MONITORS AND ENFORCES. THE TRUSTEE IS EXPECTED TO DISCLOSE IN WRITING THE EXISTENCE OF THE CONFLICT IF A CONFLICT ARISES. THE ORGANIZATION REQUIRES EACH TRUSTEE TO SIGN AND DISCLOSE ANY CONFLICT EACH YEAR TO STAY IN COMPLIANCE TO ENSURE THAT THEY ARE EXERCISING THEIR DUTIES TO THE ORGANIZATION IN GOOD FAITH. IF A CONFLICT SHOULD ARISE IT WILL BE REVIEWED BY THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE WILL REVIEW THE CONFLICT AND RECOMMEND TO THE BOARD WHETHER ANY ACTION SHOULD BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND DETERMINES COMPENSATION OF THE HEAD OF SCHOOL. MARKET ANALYSIS IS PERFORMED USING COMPARABILITY DATA FROM FORMS 990 OF OTHER ORGANIZATIONS AND INDUSTRY SURVEYS, INCLUDING SALARY LEVELS OF MEMBER SCHOOLS PART OF THE NEW YORK STATE ASSOCIATION OF INDEPENDENT SCHOOLS AND NATIONAL BUSINESS OFFICERS ASSOCIATION. THE DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES FOR RECORDS. THIS PROCESS IS REVIEWED EVERY THREE YEARS. THE OTHER EMPLOYEES COMPENSATION IS REVIEWED BY THE HEAD OF SCHOOL WITH CONSULTATION OF THE CHIEF FINANCIAL OFFICER. DURING THIS PROCESS, COMPARABILITY DATE FROM THE NEW YORK STATE ASSOCIATION OF INDEPENDENT SCHOOLS AND NATIONAL BUSINESS OFFICERS ASSOCIATION IS USED IN THE PROCESS. THIS PROCESSIS DONE ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
Comments