2026-05-07T15:26:53-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-07-01 060646786 MISS PORTER'S SCHOOL INC MISS 8604093500 60 MAIN STREET FARMINGTON CT 060322232 MICHAEL J BERGIN CFO/COO 8604093500 2026-05-07 1 0 JOHN TOSCANO P00358542 8605614000 2026-05-05 2024 2025-03-06 01:10:19Z KATHERINE G WINDSOR 60 MAIN STREET FARMINGTON CT 060322232 85282813 0 X WWW.PORTERS.ORG X 1943 CT MISS PORTER'S SCHOOL EXCELS AT PREPARING YOUNG WOMEN FOR COLLEGE, FOR LEADERSHIP, AND FOR LIFE. OUR ATTENTIVE DIVERSE, BOARDING AND DAY COMMUNITY PROVIDES A DEMANDING CURRICULUM - ACADEMIC, ARTISTIC, ATHLETIC AND RESIDENTIAL. WE CHALLENGE OUR STUDENTS TO BECOME INFORMED, BOLD, RESOURCEFUL AND ETHICAL GLOBAL CITIZENS. WE EXPECT OUR GRADUATES TO SHAPE A CHANGING WORLD. 22 21 273 357 240246 0 13843508 14559637 22494320 23337378 6219785 14439743 626683 722724 43184296 53059482 5240114 5339721 0 0 16719645 17421764 0 0 3882892 14592270 15292627 36552029 38054112 6632267 15005370 235916301 254075762 28924265 29485177 206992036 224590585 MISS PORTER'S SCHOOL EDUCATES YOUNG WOMEN TO BECOME INFORMED, BOLD, RESOURCEFUL AND ETHICAL GLOBAL CITIZENS. WE EXPECT OUR GRADUATES TO SHAPE A CHANGING WORLD. 0 0 27388942 5339721 23379836 INDEPENDENT SECONDARY SCHOOL WITH 213 BOARDING AND 122 DAY STUDENTS; 299 AUXILIARY PROGRAMS PARTICIPANTS. 27388942 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 110 0 273 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X MICHAEL J BERGIN 8604093500 60 MAIN STREET FARMINGTON CT 060322232 KATHERINE G WINDSOR HEAD OF SCHOOL 40.00 X X 998109 0 306024 SARAH KLISH LIU CHAIR OF THE BOARD 5.00 X X 0 0 0 ELIZABETH DENNY ONEGLIA VICE CHAIR OF THE BOARD 5.00 X X 0 0 0 LISA KUNSTADTER SECRETARY 5.00 X X 0 0 0 CAMERON LANPHIER TREASURER 5.00 X X 0 0 0 CLAIRE THEOBALD INDIVIDUAL TRUSTEE 1.00 X 0 0 0 CHARLOTTE BERRY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MISHONE DONELSON INDIVIDUAL TRUSTEE 2.00 X 0 0 0 CLOVER DRINKWATER INDIVIDUAL TRUSTEE 2.00 X 0 0 0 SHARIFAH HOLDER INDIVIDUAL TRUSTEE 2.00 X 0 0 0 MAUREEN HUNTER INDIVIDUAL TRUSTEE 3.00 X 0 0 0 MAURA REILLY KENNEDY INDIVIDUAL TRUSTEE 2.00 X 0 0 0 MIMI COLGATE KIRK INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MAY LEE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MAURA MCQUADE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 PAULINA MEJIA INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ANA G MENDEZ INDIVIDUAL TRUSTEE 1.00 X 0 0 0 PAT MUELLER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MARTHA POMERANTZ INDIVIDUAL TRUSTEE 3.00 X 0 0 0 MATTHEW SHARP INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DOMINIQUE CASIMIR STEVENS INDIVIDUAL TRUSTEE 2.00 X 0 0 0 JANET MACOMBER WILLIAMSON INDIVIDUAL TRUSTEE 3.00 X 0 0 0 MICHAEL BERGIN CFO, COO 40.00 X 438889 0 137876 CHRISTINE PINA CHIEF ADVANCEMENT OFFICER 40.00 X 401419 0 108905 ELIZABETH SCHMITT CHIEF ENROLLMENT & STUDENT AFFAIRS O 40.00 X 200950 0 89174 TIMOTHY QUINN CHIEF ACADEMIC OFFICER AND DEAN OF 40.00 X 182783 0 84548 CHRISTINA DIEGUEZ-KUO DIRECTOR OF DEVELOPMENT 40.00 X 166320 0 30349 DIANE JOHNSON GRANT CHIEF COMMUNICATIONS & PUBLIC HEALTH 40.00 X 163757 0 63931 LISA GILMORE CONTROLLER 40.00 X 168718 0 32966 2720945 0 853773 17 0 1 0 FLIK COMPASS GROUP PO BOX 417632 BOSTON MA 02241 FOOD SERVICES 2475445 CONTEMPO RESTORATION REMODELING & PAINT PO BOX 1454 FARMINGTON CT 06034 CONSTRUCTION 499987 OFFIT CAPITAL 485 LEXINGTON AVENUE NEW YORK NY 10017 INVESTMENT SERVICES 472057 DIVERSIFIED BUILDING SERVICES LLC PO BOX 4658 WALLINGFORD CT 06492 CLEANING SERVICE 414332 ATLAS WORKSHOPS INC 45 PROSPECT STREET CAMBRIDGE MA 02139 STUDENT TRAVEL SERVICES 282400 12 14559637 6253226 14559637 TUITION & FEES 611110 22957266 22957266 PROGRAM SUPPORTING REVENUES 611110 380112 380112 23337378 2939945 7402 2932543 287805 0 287805 287805 232844 54961 43592186 32092388 11499798 11499798 11499798 137739 130943 6796 6796 DAY CARE INCOME 624410 336569 336569 OTHER REVENUES 900099 91554 35662 55892 428123 53059482 23379836 240246 14879763 5339721 5339721 2351004 383628 906923 1060453 10426007 7021785 1999999 1404223 1033857 694091 201068 138698 2809330 1562154 917269 329907 801566 465682 180895 154989 55821 5582 44657 5582 83362 8336 66690 8336 487700 487700 3696162 3078789 364799 252574 64951 50086 14865 1915633 1535951 291564 88118 274087 120893 107400 45794 1579717 1390151 189566 983492 717274 119747 146471 80115 62419 8866 8830 607256 517763 89493 4002648 3522330 480318 412497 362997 49500 DEPARTMENTAL EVENTS AND 807241 423559 181742 201940 MEMBERSHIP DUES 100796 53581 25103 22112 141149 122256 18893 38054112 27388942 6782278 3882892 655380 1607020 8032346 9857014 5585270 4501054 14542 66601 180000 180000 97926 91641 1377391 1446531 117312434 62277356 57974821 55035078 68839402 76055717 89987610 102388151 3171613 2846955 235916301 254075762 2316179 3118229 3621056 4081855 22553281 21939723 57402 60044 376347 285326 28924265 29485177 X 66445055 66559392 140546981 158031193 206992036 224590585 235916301 254075762 X 15005370 3268761 -675582 X 0 1 X 1 0 X 10992709 6450238 9470116 13843508 14599637 55356208 10992709 6450238 9470116 13843508 14599637 55356208 14092769 41263439 1327938 3390943 2367809 1647501 2987504 11721695 44790 152123 152257 213327 240246 802743 283120 319268 327538 423871 392461 1746258 69626904 109372763 0.59260 0.58960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: DAYCARE CENTER - 2020 AMOUNT: $ 283,120. 2021 AMOUNT: $ 319,268. 2022 AMOUNT: $ 288,835. 2023 AMOUNT: $ 350,238. 2024 AMOUNT: $ 336,569. OTHER REVENUES - 2022 AMOUNT: $ 38,703. 2023 AMOUNT: $ 73,633. 2024 AMOUNT: $ 55,892. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 160437135 10225262 16796743 1819679 6185364 179454097 146635979 5423887 16329230 1501915 6450046 160437135 142271776 2933900 8111753 1471285 5210165 146635979 170952078 1577252 -23386760 1060994 5809800 142271776 133438654 525132 43430587 1204099 5238196 170952078 0.15310 0.84690 0.00000 0 0 2325211 2325211 91547222 46896773 44650449 15152866 10940765 4212101 8287135 4439818 3847317 55035078 LARGE CAP EQUITY FUNDS 24347255 F INTERNATIONAL EQUITY FUNDS 11944338 F FUND OF FUNDS 33231643 F PRIVATE EQUITY 24097514 F PRIVATE CREDIT 6573513 F REAL ASSETS 1867185 F REAL ESTATE - OPEN ENDED 326703 F 102388151 ANNUITIES PAYABLE 230402 STUDENT ACTIVITY FUNDS 54924 285326 X 49956182 3268761 -5884360 -2615599 52571781 487701 487701 53059482 32357633 130943 130943 32226690 487701 5339721 5827422 38054112 PART IV, LINE 2B: SECURITY DEPOSITS FOR HOUSING ARE HELD IN AN ESCROW ACCOUNT. PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS IS DRAWN IN ACCORDANCE WITH THE SCHOOL'S SPENDING POLICY AND USED IN ACCORDANCE WITH DONOR - IMPOSED STIPULATIONS OR, IN THE ABSENCE THEREOF, TO SUPPORT THE SCHOOL'S GENERAL OPERATING EXPENSES, INCLUDING SALARIES, FINANCIAL AID AND FACILITIES MAINTENANCE. PART X, LINE 2: THE SCHOOL HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2025 AND 2024. THE SCHOOL'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2022 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE SCHOOL HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -5,339,721. COST OF SALES 130,943. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 60,663. CHANGE IN VALUE OF INTEREST RATE SWAP -324,658. PROVISION FOR UNCOLLECTIBLE PLEDGES -411,587. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 130,943. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 5,339,721. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S STATEMENT ON NONDISCRIMINATION IS PUBLISHED YEAR-ROUND ON THE SCHOOL'S WEBSITE. ALL PRINT ADVERTISEMENTS INCLUDE AN ABRIDGED VERSION OF THIS POLICY. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 49287990 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 12219721 0 0 0 0 0 0 61507711 0 61507711 1 0 0 0 0 0 FORM 990, SCHEDULE F, PART I INVESTMENTS INCLUDED IN THIS SECTION RELATE TO INVESTMENT HOLDINGS INCLUDED IN THE SCHOOL'S ENDOWMENT PORTFOLIO. 1 SCHOLARSHIPS FOR STUDENTS ATTENDING MPS 153 0 5259039 FMV REDUCTION IN TUITION MEDICAL INSURANCE PREMIUMS AND EXPENSES 2 7320 CASH ASSISTANCE AND SCHOOL EXPENSES 47 73362 PART I, LINE 2: FINANCIAL AID IS DETERMINED THROUGH THE ANALYSIS OF A FAMILY'S FINANCIAL RESOURCES, INCLUDING INCOME AND ASSETS. TO DETERMINE AWARDS, THE FINANCIAL AID COMMITTEE EVALUATES FINANCIAL INFORMATION AND STRIVES TO MAKE FAIR AND OBJECTIVE FINANCIAL AID DECISIONS BASED ON THE NEEDS ANALYSIS PROVIDED BY THE CLARITY FINANCIAL AID PLATFORM. CLARITY PROVIDES THE SCHOOL WITH A REPORT OF A FAMILY'S ESTIMATED CONTRIBUTION WHICH IS USED AS A GUIDE. THE SCHOOL PERFORMS AN INDEPENDENT ANALYSIS FOR EVERY APPLICATION. X X X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 KATHERINE G WINDSOR HEAD OF SCHOOL 972195 0 0 0 25914 0 223823 0 82201 0 1304133 0 0 0 MICHAEL BERGIN CFO, COO 418889 0 20000 0 0 0 63320 0 74556 0 576765 0 0 0 CHRISTINE PINA CHIEF ADVANCEMENT OFFICER 381419 0 20000 0 0 0 63315 0 45590 0 510324 0 0 0 ELIZABETH SCHMITT CHIEF ENROLLMENT & STUDENT AFFAIRS O 200950 0 0 0 0 0 22858 0 66316 0 290124 0 0 0 TIMOTHY QUINN CHIEF ACADEMIC OFFICER AND DEAN OF 161485 0 0 0 21298 0 17107 0 67441 0 267331 0 0 0 DIANE JOHNSON GRANT CHIEF COMMUNICATIONS & PUBLIC HEALTH 163757 0 0 0 0 0 17137 0 46794 0 227688 0 0 0 LISA GILMORE CONTROLLER 168718 0 0 0 0 0 17593 0 15373 0 201684 0 0 0 CHRISTINA DIEGUEZ-KUO DIRECTOR OF DEVELOPMENT 166320 0 0 0 0 0 16632 0 13717 0 196669 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL AND CHIEF ACADEMIC OFFICERS ARE REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF EMPLOYMENT. THE VALUE OF THE HOUSING IS REPORTED AS NONTAXABLE IN SCHEDULE J, PART II, COLUMN D. AS PART OF THE HEAD OF SCHOOL'S EMPLOYMENT AGREEMENT, THE SCHOOL PROVIDES FOR THE PAYMENT OF COUNTRY CLUB DUES AND HOUSEKEEPING SEVICES. THESE BENEFITS ARE INCLUDED AS TAXABLE INCOME. PART I, LINE 4B THE HEAD OF SCHOOL PARTICIPATES IN A 457(F) PLAN. PART I, LINE 7 THE HEAD OF SCHOOL EARNS A BONUS ANNUALLY TO BE PAID WHEN SHE LEAVES THE SCHOOL OR BY JULY 30, 2027 WHICHEVER OCCURS FIRST. THE CHIEF FINANCIAL AND OPERATIONS OFFICER AND THE CHIEF ADVANCEMENT OFFICER RECEIVE AN ANNUAL BONUS AS DEFERRED COMPENSATION. EMPLOYEES RECEIVE BONUSES AT THE DISCRETION OF THE HEAD OF SCHOOL. A ST CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060646786 2020-07-15 43748428 REFUND 8-18-15 BOND ISSUE AND PROCEEDS FOR CONSTRUCTION AND RENOVATIONS 0 0 0 A 3355684 43748428 566665 8994995 16772631 17980802 2021 0 1 0 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 0 A 1 KATHERINE G WINDSOR HEAD OF SCHOOL PART OF COMPENSATION PACKAGE X 180000 180000 0 1 1 180000 X 28 6253226 FMV 0 0 1 0 PART I, COLUMN (B): ALL AMOUNTS IN COLUMN B REPRESENT THE NUMBER DONORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE SCHOOL'S INDEPENDENT ACCOUNTING FIRM WITH EXTENSIVE REVIEW FROM INTERNAL BUSINESS OFFICE STAFF AND SENIOR MANAGEMENT. ONCE EDITS ARE MADE, IT IS REVIEWED BY THE AUDIT AND RISK COMMITTEE OF THE BOARD, PER THE AUDIT AND RISK COMMITTEE'S CHARTER. ALL TRUSTEES ARE PROVIDED COPIES FOR FINAL REVIEW PRIOR TO FILING. FOR THE FISCAL YEAR ENDED JUNE 30, 2025, THE BOARD RECEIVED A FULL COPY OF THE FORM 990 AND RELATED SCHEDULES, EXCLUDING SCHEDULE B. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ASSISTANT TO THE HEAD OF SCHOOL DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO EACH TRUSTEE AND KEY EMPLOYEE IN ADVANCE OF THE OCTOBER TRUSTEE MEETING. THE SIGNED POLICIES ARE REVIEWED BY THE ASSOCIATE CONTROLLER AND ANY NOTED CONFLICTS ARE PRESENTED TO THE AUDIT AND RISK COMMITTEE CHAIR FOR FOLLOW UP. COMPLETED FORMS ARE FILED IN THE BUSINESS OFFICE. DURING COMMITTEE MEETINGS, TRUSTEES MUST ANNOUNCE IF A CONFLICT ARISES REGARDING THE SUBJECT BEING DISCUSSED. THE TRUSTEE CAN DESCRIBE THE CONFLICT AND CHOOSE TO RECUSE THEMSELVES FROM FURTHER CONVERSATION AND VOTING ON THE SUBJECT MATTER. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT THREE PERSON COMMITTEE OF THE BOARD PROVIDES OVERSIGHT AROUND THE HEAD OF SCHOOL'S COMPENSATION AND BENEFITS. THIS COMMITTEE INCLUDES THE CHAIR AND VICE CHAIR OF THE BOARD AND ONE OTHER TRUSTEE. THE COMMITTEE'S RECOMMENDATIONS REGARDING THE HEAD OF SCHOOL'S COMPENSATION AND BENEFITS ARE SUBJECT TO APPROVAL BY THE FULL BOARD. THE COMMITTEE UTILIZES COMPARATIVE COMPENSATION DATA REGARDING PEER SCHOOLS, INCLUDING DATA FROM THE FORTY MEMBERS OF THE ASSOCIATION OF BUSINESS OFFICERS OF PREPARATORY SCHOOLS (ABOPS) AND THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), WITH A PARTICULAR EMPHASIS ON A SUBSET OF PEER SCHOOLS. THE COMMITTEE ENGAGES AN OUTSIDE HR CONSULTANT EVERY FEW YEARS FOR A MORE THOROUGH REVIEW. THE HEAD OF SCHOOL IS SUBJECT TO AN EMPLOYMENT AGREEMENT THAT WAS LAST UPDATED IN JUNE 2021, AT WHICH TIME COMPARATIVE DATA WAS COLLECTED AND A CONSULTANT WAS USED TO ESTABLISH THE TERMS OF THE AGREEMENT. THE TERMS OF THE JUNE 2021 AGREEMENT EXPIRE IN JUNE 2027. THE HEAD OF SCHOOL REVIEWS THE COMPENSATION OF THE MANAGEMENT TEAM INCLUDING THE CFO/COO OR CHIEF FINANCIAL & OPERATING OFFICER AND THE CHIEF ADVANCEMENT OFFICER ON AN ANNUAL BASIS AND DISCUSSES THEIR PERFORMANCE WITH THE CHAIR OF THE BOARD. THE HEAD OF SCHOOL MAKES RECOMMENDATIONS FOR SALARY INCREASES AND BONUS BASED ON THEIR PERFORMANCE AND THE APPROVED SALARY POOL, UTILIZING DATA FROM PEER SCHOOLS AS A BASIS FOR HER RECOMMENDATION. RECOMMENDED INCREASES ARE APPROVED BY THE CHAIR OF THE BOARD. THE PROCESS WAS LAST COMPLETED IN JUNE 2025. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE SCHOOL'S GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE BUSINESS OFFICE OVERSEES THE DISTRIBUTION OF REQUESTED DOCUMENTS. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF SPLIT-INTEREST AGREEMENTS 60,663. CHANGE IN SWAP VALUE -324,658. PROVISION FOR UNCOLLECTIBLE PLEDGES -411,587. 78 GARDEN STREET LLC 60 MAIN STREET FARMINGTON CT 06032 FACULTY HOUSING CT 0 306658 MISS PORTER'S SCHOOL INC 2 MILL LANE LLC 60 MAIN STREET FARMINGTON CT 06032 FACULTY HOUSING CT 0 1361040 MISS PORTER'S SCHOOL INC CHARITABLE REMAINDER TRUSTS (6) TRUST CT N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0