2021-03-11T12:45:40-06:00 2020-06-30 113382843 TODRES & COMPANY LLP 400 POST AVENUE SUITE 205 WESTBURY NY 11590 990 2019-07-01 116044973 PORTLEDGE SCHOOL PORT 5166711475 355 DUCK POND ROAD LOCUST VALLEY NY 11560 SIMON OWEN-WILLIAMS HEAD OF SCHOOL 5166711475 2021-03-11 1 SCOOPERBERG CPA P00447750 5169973232 2021-03-11 2019 2022-09-23 18:48:47Z SIMON OWEN-WILLIAMS 355 DUCK POND ROAD LOCUST VALLEY NY 11560 24842414 0 X WWW.PORTLEDGE.ORG X 1965 NY 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. 13 13 250 70 0 0 4444476 4591356 17357610 18621015 123007 83075 833198 754866 22758291 24050312 3404077 3704734 0 0 12061853 12560442 0 0 1949660 4869944 6340331 20335874 22605507 2422417 1444805 24810497 28511405 10714676 12946403 14095821 15565002 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. 0 0 16599938 3704734 19323154 INSTRUCTION PROVIDES EDUCATIONAL SERVICES FOR APPROXIMATELY 530 ELEMENTARY AND SECONDARY SCHOOL CHILDREN. 16599938 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 1 250 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 NY X BETTY MARGOLIN 5166711475 355 DUCK POND ROAD LOCUST VALLEY NY 11560 CLAUDE A BAHNIK SECRETARY 0.20 X X 0 0 0 DANA PAGLIARA TRUSTEE 0.20 X 0 0 0 DAVID SCHAMIS TRUSTEE 0.20 X 0 0 0 PETER GUO TRUSTEE 0.20 X 0 0 0 ELIZABETH VENUTI TRUSTEE 0.20 X 0 0 0 JAMAL HAUGHTON TRUSTEE 0.20 X 0 0 0 MARY ELLEN MOONEY PRESIDENT 0.20 X X 0 0 0 LISA WARREN TRUSTEE 0.20 X 0 0 0 DONALD D WILSON TREASURER 0.20 X X 0 0 0 LINDSEY BARNETT VICE PRESIDENT 0.20 X X 0 0 0 DONNA BURKE TRUSTEE 0.20 X 0 0 0 SUSAN FOLEY TRUSTEE 0.20 X 0 0 0 JOEL FRIEDMAN TRUSTEE 0.20 X 0 0 0 SIMON OWEN-WILLIAMS HEAD OF SCHOOL 40.00 X 400200 0 26878 HARRY GRZELEWSKI DIVISION DIRECTOR 40.00 X 150709 0 18139 SARALYN LAWN DIVISION DIRECTOR 40.00 X 178705 0 18303 MICHAEL COOPE DIRECTOR OF ADMISSIONS 40.00 X 163500 0 23123 KAREN CROWLEY ASSIST. HEAD OF SCHOOL 40.00 X 185400 0 9270 TARA ASKELAND DIRECTOR OF DEVELOPMENT 40.00 X 165544 0 24047 SUSAN EDWARDS-BOURDREZ DIVISION DIRECTOR 40.00 X 131402 0 25289 ROGER LAFLAIR SCIENCE TEACHER 40.00 X 129649 0 20802 PATRICIA RIGG COORDINATOR OF INT. BACCAL 40.00 X 126294 0 21930 PETER COX DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 123511 0 11031 ZOE SCHWAM DIRECTOR OF HUMAN RESOURCES 40.00 X 117500 0 5750 RICHARD FLOTO DIRECTOR OF FACILITIES 40.00 X 110781 0 5512 VICKY LEVY DIRECTOR OF COMMUNICATIONS 40.00 X 110685 0 5534 RICHARD FLECK FORMER CFO 40.00 X 219135 0 21561 2313015 0 237169 14 1 1 0 CULINART GROUP INC PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 560572 RELIANCE GROUP INC 148-09 LIBERTY AVENUE JAMAICA NY 11435 BUS TRANSPORTATION 228029 SQUAD SECURITY 50 CHARLES LINDBERG BLVD SUITE 608 UNIONDALE NY 11553 SECURITY GUARDS 179317 COMMUNITY COUNSELING SERVICE CO LLC 461 5TH AVENUE NEW YORK NY 10017 CONSULTING 120000 4 115044 199624 4276688 108386 4591356 TUITION AND FEES 611710 18075725 18075725 SUMMER PROGRAM 611710 545290 545290 18621015 50468 50468 38280 15000 23280 23280 23280 763430 730823 32607 32607 32607 75726 115044 46279 29447 29447 STUDENT STORE 611710 191342 191342 TRIP INCOME 611710 117892 117892 LATE FEES 611710 95883 95883 297022 297022 702139 24050312 19323154 0 135802 3704734 3704734 1435666 1435666 8951099 7254674 1252120 444305 511476 373181 130879 7416 1021446 819269 189533 12644 640755 385607 246492 8656 22000 22000 740532 578328 151085 11119 85865 42933 42932 9479 9479 236753 236753 847022 567500 192219 87303 295295 280530 14765 BAD DEBTS 1540634 262204 1278430 CO-CURRICULAR - ATHLETI 467291 467291 UTILITIES 281778 252100 29678 REPAIRS AND MAINTENANCE 225896 203306 22590 1587786 1162049 368882 56855 22605507 16599938 4055909 1949660 1314841 4564738 925053 935801 2931765 4337802 485227 215893 26698 863646 861563 25923894 11103871 15344635 14820023 2918279 2775232 353 353 24810497 28511405 1313165 1290085 5028735 5179450 4344799 6476868 27977 0 10714676 12946403 X 7490262 6768439 6605559 8796563 14095821 15565002 24810497 28511405 1444805 24376 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2657105 10000 104959 93000 2679064 2529784 112600 32319 17598 2657105 2325372 100000 132599 28187 2529784 2110404 1375 256501 42908 2325372 2303471 200 -102462 90805 2110404 1.00000 0 0 120800 120800 19574281 6773607 12800674 2117498 1281357 836141 608188 475747 132441 3503127 2573160 929967 14820023 20384954 24376 15000 39376 20345578 3704734 3704734 24050312 18915773 15000 15000 18900773 3704734 3704734 22605507 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 3,704,734. 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 3,704,734. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 INFORMATION REGARDING THE RACIALLY, NONDISCRIMINATORY POLICY IS PUBLISHED ANNUALLY IN A LONG ISLAND NEWSPAPER. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED $199,624 IN ASSISTANCE FROM THE NEW YORK STATE EDUCATION DEPARTMENT. AUCTION 190770 115044 75726 46279 190770 115044 75726 46279 46279 29447 1 TUITION DISCOUNTS 24 102014 GENERAL SCHOLARSHIPS 170 2600030 FACULTY ASSISTANCE 40 1002690 PART I, LINE 2: ALL FINANCIAL AID AWARDED TO STUDENTS IS IN THE FORM OF REDUCTION OF TUITION, WHICH IS MONITORED BY THE ACCOUNTING DEPARTMENT. X 0 1 0 0 0 0 0 0 0 0 0 SIMON OWEN-WILLIAMS HEAD OF SCHOOL 400200 0 0 0 0 0 17510 0 9368 0 427078 0 0 0 HARRY GRZELEWSKI DIVISION DIRECTOR 150709 0 0 0 0 0 7535 0 10604 0 168848 0 0 0 SARALYN LAWN DIVISION DIRECTOR 178705 0 0 0 0 0 8935 0 9368 0 197008 0 0 0 MICHAEL COOPE DIRECTOR OF ADMISSIONS 163500 0 0 0 0 0 10944 0 12179 0 186623 0 0 0 KAREN CROWLEY ASSIST. HEAD OF SCHOOL 185400 0 0 0 0 0 9270 0 0 0 194670 0 0 0 TARA ASKELAND DIRECTOR OF DEVELOPMENT 165544 0 0 0 0 0 8277 0 15770 0 189591 0 0 0 SUSAN EDWARDS-BOURDREZ DIVISION DIRECTOR 131402 0 0 0 0 0 13140 0 12149 0 156691 0 0 0 ROGER LAFLAIR SCIENCE TEACHER 129649 0 0 0 0 0 5032 0 15770 0 150451 0 0 0 RICHARD FLECK FORMER CFO 219135 0 0 0 0 0 10957 0 10604 0 240696 0 0 0 PART I, LINE 1B THE SCHOOL PROVIDES ON-CAMPUS HOUSING FOR THE HEADMASTER SO THAT HE IS AVAILABLE AT ALL TIMES TO MANAGE THE SCHOOL. X 7540 FAIR MARKET VALUE X 8 80277 LISTED STOCK VALUE X MISCELLANEOUS 37 17759 FAIR MARKET VALUE X ASSORTED GIFT CERTIFICATES 7 2350 FAIR MARKET VALUE X TICKETS 2 460 FAIR MARKET VALUE 0 0 0 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. 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.