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PORTLEDGE SCHOOL

LOCUST VALLEY, NY · EIN 116044973 · Form 990 · FY2024 · Large ($10M-$50M) · portledge.org
revenue
$27.7M
expenses
$27.3M
net assets
$22.8M
employees
209
volunteers
50
program ratio
79%
mission · from form 990

PORTLEDGE SCHOOL PROVIDES EDUCATION AND EXTRA-CURRICULAR PROGRAMMING FOR STUDENTS IN PRE-NURSERY TO 12TH GRADE.

profile · synthesized from sources

Portledge School is an independent Pre-K through 12th grade school located in Locust Valley, NY, offering a continuous educational journey within a close-knit community. The school emphasizes holistic development through its values of Kindness, Purpose, Honor, and Respect, and delivers a curriculum grounded in the International Baccalaureate framework, AP, and Singapore math. Students are nurtured as lifelong learners in a supportive environment that fosters confidence, empathy, and global awareness.

named programs · 2 · from sources

What they call their work

College Preparation and Lifelong Learning
Provides a continuous Pre-K to 12th grade educational journey focused on nurturing confident, compassionate graduates ready for college and life, supported by world-class faculty.
International Baccalaureate Programs
Offers the IB Primary Years Program (starting 2025), Diploma Program, and integrates IB frameworks to develop critical thinking, ethical action, and global awareness in students.
activities · 10 groups

What they do

  • Structured Student Enrollment Process 1 activity
    • Administer admissions process for prospective students
      Conducts a structured admissions process including shadow days for K–5 applicants, standardized testing (SSAT, PSAT, SAT, ACT, ISEE) for grades 6–12, and mandatory interviews for applicants in grades 9–12.
  • Independent and Charter K-12 Schools 1 activity
    • Deliver Pre-K through 12th grade education using the International Baccalaureate framework
      Provides a comprehensive, interconnected educational program from pre-nursery through 12th grade, including the IB Primary Years Program (starting in 2025), IB Diploma Programme, AP courses, and Singapore math. The curriculum emphasizes inquiry-based learning, critical thinking, intercultural understanding, and civic engagement.
  • College Access and Success Support 1 activity
    • Deliver college counseling and achieve universal college acceptance
      Provides individualized college counseling resulting in a 100% high school graduation rate and 100% acceptance of graduates into four-year colleges and universities.
  • Family-School Engagement Programs 1 activity
    • Facilitate communication and community relationships
      Promotes open and timely communication among students, faculty, families, and staff to enhance student achievement and strengthen relationships within the school community.
  • Individualized Academic Support 1 activity
    • Maintain small class sizes and personalized instruction
      Operates with a 7:1 student-to-faculty ratio and small class sizes to support individualized attention, strong faculty-student relationships, and a student-centered, inquiry-based approach to learning across all grade levels.
  • Interscholastic and Inclusive School Sports Programs 1 activity
    • Offer co-curricular and extracurricular programs in athletics, arts, and community engagement
      Provides a wide range of co-curricular opportunities including athletics, travel programs, and student publications such as The Portledge Press, open to students in grades 9–12. Varsity athletic seasons conclude after regular season or playoff completion, and notable contributors are recognized through the Athletic Hall of Fame.
  • Comprehensive K–12 Arts Education 1 activity
    • Provide STEAM and arts-integrated interdisciplinary education
      Offers a robust STEAM program that integrates science, technology, engineering, arts, and mathematics through collaborative, project-based learning. Students engage in frequent musical and dramatic performances, exhibit creative works on and off campus, and participate in field trips to cultural institutions in New York City and on Long Island.
  • Special Education Support Services 1 activity
    • Provide tiered academic and learning support services
      Offers tuition-inclusive core learning support and optional intensive services for students with IEPs or 504 plans, ensuring differentiated instruction and accessibility across the academic program.
  • Educator Training in Equity and Inclusion 1 activity
    • Support student diversity, equity, and inclusion (DEI) through programming and curriculum
      Implements multicultural clubs, affinity groups, and culturally relevant curriculum to promote inclusion. Conducts DEI training for faculty and staff, engages parents through DEI book clubs and trainings, and maintains a Board DEI committee to guide institutional practices.
  • Alumni Community Building 1 activity
    • Sustain alumni engagement and lifelong community connections
      Maintains an active alumni network through consistent communication, professional and social programming, and initiatives that foster ongoing relationships between graduates and the school community.
financials · form 990 · fy2024
revenue
Total revenue$27.65M
Contributions & grants$2.29M8%
Program service revenue$24.78M90%
Investment income$296K1%
Other revenue$281K
expenses
Total expenses$27.31M
Program expenses79%
Admin / overhead18%
Fundraising3%
Salaries & benefits$17.12M
Grants paid out$3.46M
Largest expense lineCompensation
balance sheet
Total assets$42.40M
Cash$7.99M
Investments$4.70M
Liabilities$19.63M
Net assets$22.77M
Liquid reserves5.6 mo
6 years on record · 2019–2024 · YoY revenue +2.6%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 13
NameTitleHours/wkCompensation
SIMON A WILLIAMS HEAD OF SCHOOL 40 $686K
CHRIS DISIMILE MS/US DIVISION HEAD 40 $340K
SARAH SCHWAM CONTROLLER/DIRECTOR OF HR 40 $330K
MICHAEL COOPE ADMISSIONS DIRECTOR 40 $274K
SARALYN LAWN LOWER SCHOOL DIVISION HEAD 40 $272K
AMY MULLIGAN ATHLETIC DIRECTOR 40 $257K
KAREN CROWLEY ASST. HEAD OF SCHOOL 40 $255K
RAMONA OWENS CHIEF FINANCIAL OFFICER 40 $251K
TARA ASKELAND ADVANCEMENT DIRECTOR 40 $223K
TRACI DOUGLAS DIRECTOR OF DEI 40 $215K
PETER COX DIRECTOR OF INFORMATION TECHNOLOGY 40 $196K
FRANCISCO LAMERIO DEAN OF FACULTY/ASSOC. HEAD OF US 40 $143K
AMY MANZONE MS DIVISION HEAD 40 $137K
board members · 12
  • AMY LITTMAN — TRUSTEE
  • ARI SASS — TRUSTEE
  • CLAUDE A BAHNIK — TRUSTEE
  • DAVID SCHAMIS — VICE PRESIDENT
  • DONALD D WILSON — PRESIDENT
  • DONNA BURKE — SECRETARY
  • DR KEVIN MERCIER — TRUSTEE
  • HARRY TAYLOR '92 — TRUSTEE
  • JOEL FRIEDMAN — TREASURER
  • KATIE ROTOLO — TRUSTEE
  • LINDSEY BARNETT — TRUSTEE
  • LUIS MARCOS — TRUSTEE
relationships · 14

Who they work with

  • Alumni Council Partner — Collaborates with the Alumni Office to support alumni engagement and programming.
  • College Board Network — Member organization providing access to college readiness programs and assessments
  • Facebook Partner — Uses Facebook to share school news and updates about students and alumni.
  • Global Alumni Community Network — Alumni network bonded by shared Portledge experience since 1965
  • Green Schools Alliance Network — Member organization focused on sustainability and environmental stewardship
  • Instagram Partner — Uses Instagram to share school news and updates about students and alumni.
  • International Baccalaureate Network — Implements curriculum based on the International Baccalaureate framework.
  • International Baccalaureate Network — Member of the International Baccalaureate program, offering its curriculum and educational framework.
  • Long Island Partner — Geographic area where the school conducts field trips to art museums, concert venues, and theaters.
  • National Association of Independent Schools Network — Member organization of Portledge School
  • New York City Partner — Geographic area where the school conducts field trips to art museums, concert venues, and theaters.
  • New York State Association of Independent Schools Network — Accrediting and membership organization for Portledge School
  • Parent Association Partner — Collaborates on DEI initiatives through a DEI book club and training programs.
  • SSAT Government — Accepts SSAT test results for admissions and requires scores to be sent directly from SSAT to Portledge School.
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Character Development Through Core Values
    methodology: character_development_through_core_pillars
    By embedding the Portledge Pillars—Kindness, Honor, Purpose, and Respect—into programs and community life, the school develops student character and supports a respectful, inclusive environment because consistent exposure to values across contexts shapes identity and behavior over time.
  • Holistic, Continuity-Based Education
    methodology: whole-child_development
    By providing continuous education from Pre-K through 12th grade with integrated intellectual, artistic, athletic, social, and emotional experiences, the school supports holistic development because long-term, coherent educational journeys deepen educator-student relationships and allow for developmental continuity across stages.
  • Relational Learning Model
    methodology: relational_learning
    By fostering strong, respectful relationships between faculty and students where students feel known and supported, the school enables academic success and personal growth because these connections create a foundation of trust and belonging that enhances engagement and risk-taking in learning.
  • Student-Centered, Inquiry-Based Learning
    methodology: student-centered_learning
    By using small class sizes and an inquiry-based approach that centers students' needs and curiosity, the school fosters deep engagement and critical thinking because this model promotes ownership of learning and connects academic content to real-world, complex challenges.