LOCUST VALLEY, NY
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)PORTLEDGE SCHOOL, founded in 1965, is a mid-sized nonprofit that reported $26.9M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $25.2M left a modest 6% surplus.
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.
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...
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.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, INCLUDING NANOTECHNOLOGY AT NEW YORK INSTITUTE OF TECHNOLOGY AND NEUROSCIENCE AT WINTHROP HOSPITAL FOR UPPER SCHOOL-AGE STUDENTS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $26,947,471 | $24,652,480 | +0.1% |
| Expenses | $25,216,248 | $23,814,319 | +0.1% |
| Net Income | $1,731,223 | $838,161 | +1.1% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| DONALD D WILSON | PRESIDENT | 6.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOEL FRIEDMAN | TREASURER | 4.00 |
Officer
Director
|
$0 | $0 | $0 |
| DONNA BURKE | SECRETARY | 4.00 |
Officer
Director
|
$0 | $0 | $0 |
| DAVID SCHAMIS | VICE PRESIDENT | 4.00 |
Officer
Director
|
$0 | $0 | $0 |
| SHAWNEE WARFIELD | VICE PRESIDENT | 4.00 |
Officer
Director
|
$0 | $0 | $0 |
| CLAUDE A BAHNIK | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| LINDSEY BARNETT | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| SCOTT BURMAN | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| PETER GUO | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| YONG LEE | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| AMY LITTMAN | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| TEDDY LYNN | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| LUIS MARCOS | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| DR KEVIN MERCIER | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| KATIE ROTOLO | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| STEPHEN STRAUSS | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| HARRY TAYLOR '92 | TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| RAMONA OWENS | CHIEF FINANCIAL OFFICER | 40.00 |
Officer
|
$209,877 | $21,754 | $231,631 |
| SIMON A WILLIAMS | HEAD OF SCHOOL | 40.00 |
Officer
|
$603,743 | $122,867 | $726,610 |
| TARA ASKELAND | ADVANCEMENT DIRECTOR | 40.00 |
Key Emp
|
$162,424 | $33,267 | $195,691 |
| MICHAEL COOPE | ADMISSIONS DIRECTOR | 40.00 |
Key Emp
|
$168,960 | $60,681 | $229,641 |
| KAREN CROWLEY | ASST. HEAD OF SCHOOL | 40.00 |
Key Emp
|
$228,357 | $58,938 | $287,295 |
| CHRIS DISIMILE | MS/US DIVISION HEAD | 40.00 |
Key Emp
|
$215,739 | $87,784 | $303,523 |
| SARALYN LAWN | LOWER SCHOOL DIVISION HEAD | 40.00 |
Key Emp
|
$186,136 | $60,424 | $246,560 |
| SARAH SCHWAM | CONTROLLER/DIRECTOR OF HR | 40.00 |
Key Emp
|
$191,800 | $109,316 | $301,116 |
| PETER COX | DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 |
Highest
|
$130,649 | $53,333 | $183,982 |
| TRACI DOUGLAS | DIRECTOR OF DEI | 40.00 |
Highest
|
$142,671 | $38,169 | $180,840 |
| PHILIP HILLS | TEACHER | 40.00 |
Highest
|
$125,041 | $25,219 | $150,260 |
| SHELLY KAYE | COLLEGE COUNSELOR | 40.00 |
Highest
|
$138,456 | $69,450 | $207,906 |
| AMY MULLIGAN | ATHLETIC DIRECTOR | 40.00 |
Highest
|
$145,251 | $62,468 | $207,719 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $26,947,471 | $25,216,248 | $39,128,080 | $1,731,223 |
| 2023 | $24,652,480 | $23,814,319 | $35,750,915 | $838,161 |
| 2022 | $24,209,567 | $22,410,019 | $33,192,625 | $1,799,548 |
| 2021 | $24,376,165 | $21,581,800 | $30,687,544 | $2,794,365 |
| 2020 | $24,050,312 | $22,605,507 | $28,511,405 | $1,444,805 |
| 2019 | $22,758,291 | $20,335,874 | $24,810,497 | $2,422,417 |
| 2018 | $18,645,639 | $18,131,839 | $23,041,964 | $513,800 |
Compare PORTLEDGE SCHOOL with other nonprofits in New York and across the country.