Nonprofit · EIN 11-6044973
PORTLEDGE SCHOOL
Tax-exempt · LOCUST VALLEY, NY 11560
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $27,652,412 | $27,307,068 | $345,344 | $42,400,901 | $19,633,457 | $22,767,444 |
| June 30, 2024 | 990 | $26,947,471 | $25,216,248 | $1,731,223 | $39,128,080 | $17,218,115 | $21,909,965 |
| June 30, 2023 | 990 | $24,652,480 | $23,814,319 | $838,161 | $35,750,915 | $16,085,319 | $19,665,596 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,292,504
- of which government grants
- $789,406
- Program service revenue
- $24,783,417
- Investment income
- $295,585
- Net rental income
- $208,719
- Net gain from sales of assets
- -$372
- Net income from fundraising events
- -$11,783
- Net income from sales of inventory
- $83,970
- Other revenue
- $280,906
Expenses
- Grants and similar amounts paid
- $3,463,207
- Compensation of officers, directors and key employees
- $2,563,099
- Other salaries and wages
- $10,745,344
- Salaries, compensation and benefits (total)
- $17,122,867
- Professional fundraising fees
- $0
- Legal fees
- $95,429
- Accounting fees
- $74,700
- Occupancy
- $412,120
- Travel
- $533,723
- Depreciation
- $1,384,844
- Program services (functional)
- $21,511,204
- Management and general (functional)
- $5,029,455
- Fundraising (functional)
- $766,409
Balance sheet and other
- Total assets, start of year
- $39,128,080
- Total assets, end of year
- $42,400,901
- Total liabilities, end of year
- $19,633,457
- Net assets, end of year
- $22,767,444
- Land, buildings and equipment
- $27,083,187
- Publicly traded securities
- $4,700,351
- Net assets without donor restrictions
- $18,335,675
- Net assets with donor restrictions
- $4,431,769
- Gross receipts
- $27,983,611
- Employees
- 209
- Volunteers
- 50
- Year formed
- 1965
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SIMON A WILLIAMS | HEAD OF SCHOOL Officer | 40 | $549,913 | $136,468 |
| CHRIS DISIMILE | MS/US DIVISION HEAD Key employee | 40 | $224,557 | $114,949 |
| SARAH SCHWAM | CONTROLLER/DIRECTOR OF HR Key employee | 40 | $212,403 | $117,586 |
| MICHAEL COOPE | ADMISSIONS DIRECTOR Key employee | 40 | $184,621 | $89,238 |
| SARALYN LAWN | LOWER SCHOOL DIVISION HEAD Key employee | 40 | $185,354 | $86,193 |
| AMY MULLIGAN | ATHLETIC DIRECTOR Highest-paid employee | 40 | $149,263 | $107,386 |
| KAREN CROWLEY | ASST. HEAD OF SCHOOL Key employee | 40 | $241,218 | $13,349 |
| RAMONA OWENS | CHIEF FINANCIAL OFFICER Officer | 40 | $222,117 | $28,685 |
| TARA ASKELAND | ADVANCEMENT DIRECTOR Key employee | 40 | $165,870 | $57,209 |
| TRACI DOUGLAS | DIRECTOR OF DEI Highest-paid employee | 40 | $174,693 | $40,232 |
| PETER COX | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $134,256 | $61,538 |
| FRANCISCO LAMERIO | DEAN OF FACULTY/ASSOC. HEAD OF US Highest-paid employee | 40 | $128,586 | $14,716 |
| AMY MANZONE | MS DIVISION HEAD Highest-paid employee | 40 | $136,844 | $414 |
| DONALD D WILSON | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| JOEL FRIEDMAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA BURKE | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAVID SCHAMIS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| SHAWNEE WARFIELD | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CLAUDE A BAHNIK | TRUSTEE Trustee or director | 2 | $0 |
| LINDSEY BARNETT | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT BURMAN | TRUSTEE THRU 09/24 Trustee or director | 2 | $0 |
| PETER GUO | TRUSTEE Trustee or director | 1 | $0 |
| SAM JAIN | TRUSTEE Trustee or director | 1 | $0 |
| YONG LEE | TRUSTEE Trustee or director | 2 | $0 |
| AMY LITTMAN | TRUSTEE Trustee or director | 2 | $0 |
| TEDDY LYNN | TRUSTEE Trustee or director | 1 | $0 |
| LUIS MARCOS | TRUSTEE Trustee or director | 1 | $0 |
| DR KEVIN MERCIER | TRUSTEE Trustee or director | 1 | $0 |
| KATIE ROTOLO | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN STRAUSS | TRUSTEE THRU 12/2024 Trustee or director | 2 | $0 |
| HARRY TAYLOR '92 | TRUSTEE Trustee or director | 2 | $0 |
| ARI SASS | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SIMON A WILLIAMS | HEAD OF SCHOOL Officer | 40 | $603,743 | $122,867 |
| CHRIS DISIMILE | MS/US DIVISION HEAD Key employee | 40 | $215,739 | $87,784 |
| SARAH SCHWAM | CONTROLLER/DIRECTOR OF HR Key employee | 40 | $191,800 | $109,316 |
| KAREN CROWLEY | ASST. HEAD OF SCHOOL Key employee | 40 | $228,357 | $58,938 |
| SARALYN LAWN | LOWER SCHOOL DIVISION HEAD Key employee | 40 | $186,136 | $60,424 |
| RAMONA OWENS | CHIEF FINANCIAL OFFICER Officer | 40 | $209,877 | $21,754 |
| MICHAEL COOPE | ADMISSIONS DIRECTOR Key employee | 40 | $168,960 | $60,681 |
| SHELLY KAYE | COLLEGE COUNSELOR Highest-paid employee | 40 | $138,456 | $69,450 |
| AMY MULLIGAN | ATHLETIC DIRECTOR Highest-paid employee | 40 | $145,251 | $62,468 |
| TARA ASKELAND | ADVANCEMENT DIRECTOR Key employee | 40 | $162,424 | $33,267 |
| PETER COX | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $130,649 | $53,333 |
| TRACI DOUGLAS | DIRECTOR OF DEI Highest-paid employee | 40 | $142,671 | $38,169 |
| PHILIP HILLS | TEACHER Highest-paid employee | 40 | $125,041 | $25,219 |
| DONALD D WILSON | PRESIDENT Trustee or director, Officer | 6 | $0 | $0 |
| JOEL FRIEDMAN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| DONNA BURKE | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| DAVID SCHAMIS | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| SHAWNEE WARFIELD | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| CLAUDE A BAHNIK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LINDSEY BARNETT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT BURMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER GUO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YONG LEE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY LITTMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TEDDY LYNN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LUIS MARCOS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DR KEVIN MERCIER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATIE ROTOLO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| STEPHEN STRAUSS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HARRY TAYLOR '92 | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SIMON A WILLIAMS | HEAD OF SCHOOL Officer | 40 | $540,085 | $122,379 |
| SARAH SCHWAM | CONTROLLER/DIRECTOR OF OPERATIONS Key employee | 40 | $202,818 | $80,557 |
| KAREN CROWLEY | ASST. HEAD OF SCHOOL Key employee | 40 | $206,770 | $59,500 |
| SARALYN LAWN | LOWER SCHOOL DIVISION HEAD Key employee | 40 | $179,992 | $76,286 |
| CHRIS DISIMILE | MS/US DIVISION HEAD Key employee | 40 | $174,671 | $75,772 |
| MICHAEL COOPE | ADMISSIONS DIRECTOR Key employee | 40 | $163,783 | $46,160 |
| TARA ASKELAND | ADVANCEMENT DIRECTOR Key employee | 40 | $159,354 | $40,089 |
| PETER COX | DIRECTOR OF INFORMATION TECH Highest-paid employee | 40 | $128,297 | $70,098 |
| PATRICIA RIGG | INTERNATIONAL BACCALAUEATE COOR. Highest-paid employee | 40 | $113,426 | $72,625 |
| TRACI DOUGLAS | DIRECTOR OF DEI Highest-paid employee | 40 | $131,450 | $33,471 |
| BETTY FUCHS | FORMER CHIEF FINANCIAL OFFICER Former | 0 | $133,294 | $13,055 |
| RICHARD FIOTO | MAINTENANCE DIRECTOR Highest-paid employee | 40 | $120,150 | $6,265 |
| MORGAN NEEMS | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $116,209 | $0 |
| RAMONA OWENS | CHIEF FINANCIAL OFFICER FROM 9.22 Officer | 40 | $60,814 | $724 |
| MARY ELLEN MOONEY | PRESIDENT Trustee or director, Officer | 8 | $0 | $0 |
| CLAUDE A BAHNIK | VICE PRESIDENT Trustee or director, Officer | 6 | $0 | $0 |
| LINDSEY BARNETT | VICE PRESIDENT Trustee or director, Officer | 6 | $0 | $0 |
| DONALD D WILSON | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| DONNA BURKE | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| ANDREA CARLSEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOEL FRIEDMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MICHAEL GLANZBERG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PETER GUO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| YONG LEE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AMY LITTMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LUIS MARCOS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DR KEVIN MERCIER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATIE ROTOLO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID SCHAMIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DORTHE TATE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELIZABETH VENUTI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHAWNEE WARFIELD | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 355 DUCK POND RD, LOCUST VALLEY, NY 11560-2400
- Principal officer (990 for 2024)
- SIMON A WILLIAMS, 355 DUCK POND ROAD, LOCUST VALLEY, NY 11560
- Signed the 990
- SIMON A WILLIAMS, HEAD OF SCHOOL
- Phone
- (516) 671-1475
- Website
- WWW.PORTLEDGE.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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.
Program accomplishments
- 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.Expenses $21,511,204 · grants $3,463,207 · revenue $24,867,387
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 11-6044973
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1951
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,400,901
- Income (IRS master file)
- $27,983,611
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $27,652,412 | $27,307,068 | $42,400,901 | XML |
| 990 | June 2024 | $26,947,471 | $25,216,248 | $39,128,080 | XML |
| 990 | June 2023 | $24,652,480 | $23,814,319 | $35,750,915 | XML |
| 990 | June 2022 | $24,209,567 | $22,410,019 | $33,192,625 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about PORTLEDGE SCHOOL
- What is the EIN of PORTLEDGE SCHOOL?
- The employer identification number (EIN) of PORTLEDGE SCHOOL is 11-6044973.
- Is PORTLEDGE SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to PORTLEDGE SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTLEDGE SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PORTLEDGE SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PORTLEDGE SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PORTLEDGE SCHOOL?
- The 990 for the year ended June 30, 2025 names SIMON A WILLIAMS.
- Who are the officers and directors of PORTLEDGE SCHOOL?
- The 990 for the year ended June 30, 2025 lists 32 people; 13 received compensation from the organization, the highest $549,913 (SIMON A WILLIAMS, HEAD OF SCHOOL).
- How much revenue does PORTLEDGE SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $27,652,412, expenses of $27,307,068 and total assets of $42,400,901 at year end.
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