2025-06-13T09:38:45-05:00 2024-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 6 RESEARCH DRIVE 450 SHELTON CT 06484 990 2023-09-01 061135389 THE SOUTHPORT SCHOOL INC SOUT 2032542044 214 MAIN STREET SOUTHPORT CT 06890 BENJAMIN POWERS EXECUTIVE DIRECTOR 2032542044 2025-06-12 1 SANDRA D CALLANAN CPA P01200948 2033665876 2025-06-09 2023 2025-03-06 01:10:19Z BENJAMIN POWERS 214 MAIN STREET SOUTHPORT CT 06890 11913134 0 X WWW.SOUTHPORTSCHOOL.ORG X 1985 CT THE MISSION OF THE SOUTHPORT SCHOOL, INC. IS TO PROVIDE TRANSFORMATIVE EDUCATIONAL EXPERIENCES THAT HAVE LIFELONG IMPACT ON OUR STUDENTS, AS WELL AS THOUGHT LEADERSHIP THAT ENGAGES THE LEARNING DIFFERENCES COMMUNITY. 19 19 64 19 0 0 371786 860630 8872671 9307213 204972 189798 11418 202002 9460847 10559643 558035 597855 0 0 6610558 7492898 0 0 225426 2068427 2510941 9237020 10601694 223827 -42051 20718847 21409421 8836773 8757811 11882074 12651610 THE MISSION OF THE SOUTHPORT SCHOOL, INC. IS TO PROVIDE TRANSFORMATIVE EDUCATIONAL EXPERIENCES THAT HAVE LIFELONG IMPACT ON OUR STUDENTS, AS WELL AS THOUGHT LEADERSHIP THAT ENGAGES THE LEARNING DIFFERENCES COMMUNITY. 0 0 7115820 597855 8793811 THE SOUTHPORT SCHOOL PROVIDES A TRANSFORMATIVE EDUCATIONAL EXPERIENCE FOR STUDENTS IN SECOND THROUGH EIGTH GRADE. ENROLLMENT TOTALED APPROXIMATELY 124 STUDENTS DURING THE SCHOOL YEAR. 945440 517789 THE SOUTHPORT COLAB PROVIDES HIGH QUALITY PROGRAMS IN TRAINING FOR PROFESSIONALS, EDUCATORS,AND FAMILIES.ITS MISSION IS TO INTEGRATE RESEARCH, PRACTICE, AND ADVOCACY TO AFFECT POSITIVE OUTCOMES FOR PEOPLE WITH LEARNING AND ATTENTION ISSUES. IN ADDITION, THE COLAB'S COMMUNITY LECTURE SERIES DRAWS LOCAL AND NATIONALLY RECOGNIZED SPEAKERS TO SHARE THEIR EXPERTISE IN THE FIELD OR THEIR EXPERIENCES WITH LEARNING DIFFERENCES. 8061260 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 66 0 1 64 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JULIE CEJA 2032542044 214 MAIN STREET SUTHPORT CT 06890 VIRGINIA CARGILL CHAIR 1.00 X X 0 0 0 JIM BRADLEY VICE CHAIR & TREASURER 1.00 X X 0 0 0 BOB DISABATO FINANCE CHAIR 1.00 X X 0 0 0 COLLEEN BRANDON DIRECTOR 1.00 X 0 0 0 ELLEN BOYLE DIRECTOR 1.00 X 0 0 0 GEORGE CLARK JR DIRECTOR 1.00 X 0 0 0 MARK CONNELLY DIRECTOR 1.00 X 0 0 0 DICK FERGUSON DIRECTOR 1.00 X 0 0 0 DAVID HOLTZE DIRECTOR 1.00 X 0 0 0 KAREN JEFFERS DIRECTOR 1.00 X 0 0 0 ADAM MOCCIOLO DIRECTOR 1.00 X 0 0 0 NAT MUNDY DIRECTOR 1.00 X 0 0 0 JILL PENGUE DIRECTOR 1.00 X 0 0 0 PAUL QUINSEE DIRECTOR 1.00 X 0 0 0 SUE ROBERTS DIRECTOR 1.00 X 0 0 0 SUSAN SMITH ELLIS DIRECTOR 1.00 X 0 0 0 JIM VOSE DIRECTOR 1.00 X 0 0 0 AMY WATSON DIRECTOR 1.00 X 0 0 0 T HOFFMAN JR DIRECTOR 1.00 X 0 0 0 BENJAMIN POWERS EXECUTIVE DIRECTOR 40.00 X 487875 0 49841 MARGARET MACARI CHIEF FINANCIAL OFFICER 40.00 X 214672 0 15173 JEFFREY RUGGIERO ASSOCIATE HEAD OF SCHOOL FOR ACADEMICS 40.00 X 170656 0 48863 HALLIE BUCKINGHAM ASSOCIATE HEAD OF SCHOOL FOR STUDENT ENGAGEMENT 40.00 X 152879 0 41916 THERESA COLLINS DIRECTOR, ORTON-GILLINGHAM ACADEMY TRAINING 40.00 X 140937 0 33131 KATHLEEN GALLAGHER ASSOCIATE HEAD OF SCHOOL FOR ADMINISTRATION 40.00 X 151700 0 41469 MARIO FIALLO DIRECTOR OF FACILITIES 40.00 X 133008 0 30656 1451727 0 261049 17 0 1 0 2 860630 860630 TUITION AND FEES 611710 8632577 8632577 COLAB INCOME 611710 517789 517789 SUMMER SCHOOL TUITION 611710 156847 156847 9307213 194607 194607 140344 49298 91046 91046 91046 1272920 1277729 -4809 -4809 -4809 133033 26464 106569 106569 OTHER INCOME 611710 4387 4387 4387 10559643 9311600 0 387413 597855 597855 702547 499235 186685 16627 5434547 3861833 1444100 128614 371585 282975 79994 8616 550804 419457 118576 12771 433415 328177 94981 10257 29116 25756 2688 672 82534 73009 7620 1905 34321 34321 258221 228419 23842 5960 183499 20846 151728 10925 157336 141694 12432 3210 73437 64794 6914 1729 287504 245328 33136 9040 49993 43851 5545 597 378697 324793 49645 4259 167597 148024 15658 3915 COLAB CONTRACT INSTRUCT 248895 248895 FOOD SERVICE 177100 176264 669 167 PEO FEES 104287 78965 25322 STUDENT ACTIVTIES 75707 75707 202697 175383 21152 6162 10601694 8061260 2315008 225426 135364 244791 1083603 1193232 3741762 3637854 83760 88375 12522774 4003095 8556382 8519679 5511143 6282291 1420081 1270847 186752 172352 20718847 21409421 420611 476669 8387453 8263830 28709 17312 8836773 8757811 X 7404965 7601601 4477109 5050009 11882074 12651610 20718847 21409421 -42051 811587 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6067732 4567 838074 249976 6660397 5737768 7787 573289 54832 196282 6067730 6833191 11315 -858295 64970 183473 5737768 6243011 2774 825431 57387 180638 6833191 5900550 7949 566172 231660 6243011 0.27000 0.60000 0.13000 0 0 2405500 2405500 4944994 2248498 2696496 4018924 1192465 2826459 899316 466413 432903 254040 95719 158321 8519679 ALTERNATIVE INVESTMENTS 1270847 C 1270847 OPERATING LEASE LIABILITY 17312 17312 10788352 811587 49298 860885 9927467 34321 597855 632176 10559643 10018816 49298 49298 9969518 34321 597855 632176 10601694 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NET WITH REVENUE ON THE 990 PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NET WITH REVENUE ON THE 990 PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NONDISCRIMINATION POLICY ON THE HOMEPAGE OF ITS WEBSITE, THE ADMISSIONS SECTION OF THE SCHOOL'S WEBSITE, IN ITS VIEWBOOK, AND ON ADMISSIONS APPLICATIONS. SCHEDULE E, PART I, LINE 4 THE SCHOOL DOES NOT REQUIRE APPLICANTS TO DISCLOSE THEIR RACE, SO RECORDS ARE NOT KEPT REGARDING THE RACIAL COMPOSITION OF THE STUDENT BODY. SPRING BENEFIT 133033 133033 26464 133033 133033 26464 26464 106569 1 FINANCIAL AID - REGULAR TUITION 29 585330 FINANCIAL AID - SUMMER TUITION 8 12525 PART I, LINE 2: FINANCIAL AID IS APPLIED DIRECTLY TO STUDENT ACCOUNTS AT THE SCHOOL AND IS BASED UPON DEMONSTRATED FINANCIAL NEED. THE SCHOOL'S POLICY IS BASED UPON THE NAIS/SSS (NATIONAL ASSOCIATION OF INDEPENDENT SCHOOL/SCHOOL AND STUDENT SERVICE) METHODOLOGY. PROPER RECORDS AND DOCUMENTATION ARE MAINTAINED TO SUBSTANTIATE THE FINANCIAL NEED ELIGIBILITY OF THE RECIPIENTS. X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 BENJAMIN POWERS EXECUTIVE DIRECTOR 411125 0 10000 0 66750 0 32890 0 16951 0 537716 0 0 0 MARGARET MACARI CHIEF FINANCIAL OFFICER 196914 0 10000 0 7758 0 15173 0 0 0 229845 0 0 0 JEFFREY RUGGIERO ASSOCIATE HEAD OF SCHOOL FOR ACADEMI 170656 0 0 0 0 0 25598 0 23265 0 219519 0 0 0 HALLIE BUCKINGHAM ASSOCIATE HEAD OF SCHOOL FOR STUDENT 152879 0 0 0 0 0 24461 0 17455 0 194795 0 0 0 KATHLEEN GALLAGHER ASSOCIATE HEAD OF SCHOOL FOR ADMINIS 151700 0 0 0 0 0 18204 0 23265 0 193169 0 0 0 THERESA COLLINS DIRECTOR, ORTON-GILLINGHAM ACADEMY T 140937 0 0 0 0 0 9866 0 23265 0 174068 0 0 0 MARIO FIALLO DIRECTOR OF FACILITIES 132008 0 1000 0 0 0 13201 0 17455 0 163664 0 0 0 PART I, LINE 1A AN ANNUAL HOUSING ALLOWANCE IS INCLUDED AS TAXABLE INCOME ON HIS FORM W-2. THE EXECUTIVE DIRECTOR RECEIVES REIMBURSEMENT OF HEALTH CLUB DUES. ANY FULL TIME SCHOOL EMPLOYEE IS ENTITLED TO SUBMIT FOR REIMBURSEMENT UP TO $42 A MONTH. THE HEALTH CLUB DUES ARE INCLUDED AS TAXABLE INCOME ON FORM W-2. PART I, LINE 7 BONUS PAYMENTS WERE AWARDED FOR PERFORMANCE AND EXTRA EFFORT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE SCHOOL'S CHIEF FINANCIAL OFFICER, THEN DISTRIBUTED TO THE AUDIT COMMITTEE & THE FULL BOARD FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL, ITS DIRECTORS AND OFFICERS SHALL AT ALL TIMES TAKE SUCH STEPS AS ARE NECESSARY TO ENSURE NO CONFLICT OF INTEREST EXISTS OR OCCURS BETWEEN ANY DIRECTOR OR OFFICER OF THE SCHOOL AND THE SCHOOL OR ITS INTERESTS. ANY DIRECTOR WHO HAS ANY INTEREST, DIRECTLY OR INDIRECTLY, IN ANY ENTITY THAT CONTRACTS WITH OR OTHERWISE SERVES THE SCHOOL SHALL BE DISQUALIFIED FROM VOTING WITH REGARD TO SUCH RELATIONSHIP OR OTHERWISE ACTING IN ANY OFFICIAL CAPACITY ON BEHALF OF THE SCHOOL IN CONNECTION WITH SUCH RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE CHAIR OF THE BOARD OF DIRECTORS WITH THE ASSISTANCE OF THE EXECUTIVE COMMITTEE. COMPARABLE COMPENSATION DATA IS CONSIDERED DURING THE REVIEW, INCLUDING SALARY DATA FROM PRIOR YEARS' FORM 990, NAIS BENCHMARK DATA, AND THE ANNUAL FAIRCHESTER SURVEY OF ADMINISTRATIVE SALARIES. A RECOMMENDATION IS THEN PROVIDED FOR THE APPROVAL OF THE FULL BOARD. SIMILARLY, COMPENSATION OF ALL EMPLOYEES, INCLUDING OFFICERS, ARE REVIEWED BY THE EXECUTIVE DIRECTOR IN CONJUNCTION WITH COMPARABLE SALARY DATA DERIVED FROM THE ANNUAL FAIRCHESTER SURVEY OF ADMINISTRATIVE SALARIES, THE ANNUAL FAIRCHESTER SURVEY OF SCHOOLS AND DATA SUPPLIED BY THE FAIRFIELD TEACHERS AGENCY REGARDING COMPENSATION AT SCHOOLS. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.