Newgate school 2014 15 annual report

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Annual Report FISCAL YEAR ENDING JUNE 30, 2015

THE LAB SCHOOL OF THE MONTESSORI FOUNDATION A Non-Profit, College-Preparatory, International Baccalaureate Montessori School Cultivate a Love of Life in an Atmosphere that Inspires Academic Excellence 18 Months through 12th Grade

5237 ASHTON ROAD, SARASOTA, FLORIDA 34233

覺 P: 941-922-4949 覺 F: 941-922-7660

NEWGATE.EDU

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覺 2014-15 NewGate School Annual Report

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Head of School Tim Seldin

Dear Members of the NewGate Community: Ours is an independent, international, Montessori academy. Our mission is to cultivate a love of life and inspire academic excellence.

NewGate is proudly independent: NewGate does not seek funding from the state or local government and is proud of its heritage as an independent school. NewGate serves as the Lab School of the Montessori Foundation. A Lab School is a small and very special school run by a university, college, or other educational institution that is used for the development of master teachers and educational leaders, curriculum development, research, and professional development. The Montessori Foundation works with Montessori schools worldwide.

NewGate is an international school: More than 31 percent of our enrollment comes from international families, many of whom were drawn to Sarasota by the school. In 2014, after four years of hard work, we were honored to be recognized as an International Baccalaureate World School, and we are now authorized to offer the IB Diploma Program.

NewGate is an academy: The word is often misused, as is the name Montessori. At its root, an academy is a way of learning through deep, reflective conversations and shared inquiry, field observation, handson experience, and discovery. NewGate prepares students for both university and life. Since our first high school graduating class in 2004, 99% of our graduates have gone on to succeed in college or university, but we take greatest pride in their character and spirit.

As families and friends, you have seen how NewGate nurtures its students' intelligence, curiosity, and imagination, while supporting the

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2014-15 NewGate School Annual Report

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development of their unique talents. The school instills universal values and a global perspective, teaches citizenship, and encourages an entrepreneurial spirit. The 2014-15 school year was a watershed for NewGate School in four key areas: 1. Enrollment: Our enrollment continued to grow and we essentially reached the capacity of our current Ashton Road facilities. The time has come to plan for expansion.

2. Finances: NewGate ended the year with a cash surplus of $50,390. While this may not seem like a large amount, it represents five years of carefully monitoring and reducing expenses while building the community of students, families, and staff.

3. Fundraising: Contributions to school continued to increase to $172,683, and we reestablished the tradition of our annual Gala.

4. Accreditation: In 2014-15, we were reaccredited by the Southern Association of Colleges and Schools/AdvancedEd and awarded full accreditation by the International Montessori Council.

These accomplishments, in addition to the prior year’s recognition as an International Baccalaureate (IB) School, help position NewGate in a unique niche in Sarasota’s private school market, which will serve us well in years to come.

This new school year is off to a grand start. Thank you all for your ongoing support over the last 32 years. Together, we are NewGate.

With warm regards,

Tim Seldin Head, NewGate School President, The Montessori Foundation

NewGate’s 2014 / 15 Student Enrollment by Class Levels

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Associate Heads Lorna McGrath & Robin Howe Dear NewGate Families and Friends, What an amazing year we had in 2014-2015! Even though we are a small school, we offer our students so many awesome experiences. So many experiences, that it sometimes makes our heads spin (in a good way)! Just take a look at what we’ve done for our students with guidance and mentorship from faculty, parents, grandparents, outside resource people, and more:

Lorna McGrath ■ The Arts: Medieval Feast; Elementary Opera; Winter Festival; Annual Art Show; Poetry Out Loud (a state and national competition); The Life of Galileo, SRQ Student Artwork Contest (displayed at the Sarasota/Bradenton Airport); Talent Show, Midsummer Night’s Dream, Sarasota Film Festival ■ Internships in local businesses and organizations for students in 7th-12th grade ■ Odyssey of the Mind: Creative thinking and teamwork skills put to work in a state and national competition

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Dear NewGate Community: Welcome back! I am excited to begin this new school year. This will be my first year as Associate Head of the NewGate School, lab school of The Montessori Foundation.

The 2014-15 school year was a year of transition and professional growth for me as I assumed the position as Co-Associate Head of School at NewGate.

Robin Howe

Throughout the last five years, I have taught at several different levels at NewGate. During the 2014-15 year, I had one foot in my Upper Elementary classroom and the other in the office. This allowed me to assure myself that my class was clearly in capable hands with Ms. Jacki and Ms. Jennie, while also learning from Lorna McGrath the essential administrative tasks and procedures that are necessary for NewGate to run smoothly and efficiently.

Most people at NewGate know me. If you are new to NewGate, let’s get acquainted.

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■ NewGate Running Club: Fourth grade through high school students participate in local running events once a month and are well known in the running community ■ Research Trips related to their academic studies are planned and arranged each year by students: Stephen Foster State Park (6th grade); Atlanta (7th- 9th grades); Dominican Republic (10th-12th grades) ■ Businesses: Café 6 (morning coffee and pastries, Keva Juice™ smoothies on Friday afternoons); NewGate Uniform Store; Gigantic Yard Sale ■ Intersession Week: Secondary students experienced Selby Gardens; Manatees at Apollo Beach Power Plant; lunches in Spanish at some of our local Hispanic

restaurants; Asolo Theater’s As You Like It; Boyd Hill Reserve; Morean Arts Center; Dali Museum; and more ■ Olympic Field Day: All students from three through eighteen years old participated in relays, high jumps, tug ‘o war, sack races, 50 yard dashes, and three-legged races ■ Not to mention a wide variety of clubs and studio activities every day from 3:45 pm 5:00 pm.

Every year at NewGate, since 1990, has been unforgettable and life enhancing for me in my roles as mother of two NewGate students and as a professional Montessorian!

In 2014-2015, I transitioned from full-time Associate Head of School to a part-time position working for The Montessori Foundation.

I am so grateful to be able to work for the Foundation on the NewGate Campus.

It’s the best of both world’s for me.

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Board of Trustees 2014-15 Board of Trustees

A Note from Our Chair

Andrew Cutler, MD, Chair President Florida Clinical Research Center, LLC Sarasota, FL

Andrew Cutler, MD

Kathy Leitch, Treasurer Founder, Renaissance Montessori School, Ft. Myers, FL

Dear Fellow Members of the NewGate Community, I am proud to serve as Chair of the Board of NewGate School and to be able to report truly exciting news about what we accomplished in the past year.

Together with NewGate’s outstanding and visionary administration and the national Montessori leaders and educators who make up our Board, we are responsible for ensuring that NewGate makes wise fiscal decisions and carefully safeguards our school's resources and assets. I can assure you that we take these responsibilities very seriously.

While we are a relatively small school and community, we do such amazing things every day. Lorna's letter provides a comprehensive summary, but what stands out to me as a parent and Board member is the breadth and depth of activities and opportunities that we provide to our students. At a time when many schools are cutting back on the arts, music, extra-curricular activities, we are constantly looking for ways to expand our learning experiences to offer our students more.

It is clear that we have accomplished incredible things in the past year, and we have ambitious plans. We plan to improve and expand our facilities to provide an even better environment for our students and faculty and to accommodate our burgeoning population. We want to offer even more experiences and opportunities. Watch for our Annual Campaign information that outlines some specific projects we hope, with your continuing support, to fund this year.

Lorna McGrath, Secretary Ex-Officio Member The Montessori Foundation Bradenton, FL

Leslie Hites Founder, Renaissance Montessori School Oakland, CA

Tim Seldin President, The Montessori Foundation Bradenton, FL

Joyce St. Giermaine, JD Executive Director The Montessori Foundation Bradenton, FL

Katherine (“Kitty) Bravo Ex-Officio Member, Founder, NewGate School /Center for Guided Montessori Studies, Raleigh, NC

Daniel R. (“Robin”) Howe Ex-Officio Member NewGate School Sarasota, FL

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Annual Giving / Fundraising For the 2014-2015 school year, NewGate raised $172,683 through donations and special fundraising events. The Annual Campaign’s major goal is to provide additional funding for school programs. Because tuition dollars alone do not cover the full cost of our students’ educational experience, our Annual Fund is essential to allow us to continue to provide funding for ordinary expenses and special programs that distinguish NewGate’s quality of excellence.

This Annual Report is our opportunity to acknowledge and thank everyone who gave so generously during the 2014-15 school year.

Donors Jonathan & Charlotte Abrams Tristan Abrams David Ahlgren Braeden Allen Teagan Allen Jeff & Cheryl Allen Steve & Bev Allen Amazon American Fundraising Auctions Rosemary Angeleri Jeff Angeleri Anonymous Gift Aubrey & Jacob Antczak Kristi & Chuck Antczak Cheryl Babcock Fay & Evelyn Baldwin Emily Bernstein Bjork Sanders Donor Advised Fund Eva & Ken Bogard Sarah Bowdell Marylou Bowdell Bradenton Dog Stars Robert Brady Kitty Bravo Corrine Brown Pamela Butler Jenny Caskey Chester Capital Holdings David Clark Clark Road Animal Clinic Community Foundation of Sarasota Page 7

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Kim & James Cornetet Katrina Costedio Kimberly Cox Valerie & Jack Cutler Jackson Cutler Nicolas Cutler Lori Cutler Andrew Cutler Leslie Daoust Martha David David J Simon Foundation Richard Davies Patricia de Leon Ann-Mari & Dean Decillis Richard & Melanie DeFelice Gregory & Isabelle Desvenain Lydia Dumais Guenther & Elke Edelsbacher Lucy Ferris Fidelity Charitable Gift Fund Jillian Fine Florida Clinical Research Center, LLC Dylan Foley Tim Foley Janet, John, & Alex Forstrom Lyn & Ellen Fox Cynthia Frank General Mills / Box Tops for Education Gabriela Gil Stanley Gill GMY Realty Liviam & Leonardo Gomez

NewGate School Annual Report

Tammy Gorn Gulf Coast Community Foundation, Inc Jon & Joanna Haller Julia Haller Evelyn Hansen Michelle & Chris Hice Leslie Hites Robin Howe Debby & Dalibor Hradek Wendall Jacobsen Kimberly Jacobsen Julie Kean Keetons Office Supply Thetu & Bernard Kishoiyian Robert & Sally Klinger Jordan Kohn Amy Kremer Daniella Landelius Debra Larson Pinyora & Jay Laub Steve & Lissa Ledbetter Kathy & Rob Leitch Lisl Liang LJB Designs Lumiere Investments Custodial Dianna & Mike Manoogian John & Carolyn Mantone Susan McCabe Andrew McDonnell Lorna & Larry McGrath Carmen Meckman Addy Melvin Aaron & Amanda Menough

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Donors (continued) Carly & Jamie Messer Tim & Patricia Miller Jim Miller Cody Miner Michael Miner Jorge Miranda Eve & Marco Moor James & Mollie Moore Jared & Tara Motzenbecker Christina Mroczkowski Tina Mroczkowski Jennifer Mumford-Brady Peter & Melanie Nealis Nanet & Harvey Neitlich NetWork For Good Matt Neufeld One Cause Noam Paransky Sarah Patterson-Bosek Peak Systems Brad & Michelle Pearson Andrea & Daniel Pellizzari Alex & Claudia Pellizzari Kim Probus

Jaden Probus Angelo Ragone Michele & Josh Reich Laura Roberts Wes Roberts Caitlin Roper Eileen Rosenzweig Sarah Rosinsky Robby Schlesinger Douglas & Mary Scovanner Tim Seldin Satnam & Muninder Singh Sir Speedy Alexander Smith Thom Smith Kasey Snyder Gregg Sommer Lauren Speed SRQ Media Donation Joyce St. Giermaine Regan Stacey Tiffany Stephen Robert Stettler Malcom (“Mac”) Stevenson

Jamie Still Andrew Strauser Wayne Stutzman Tanya & Michael Stutzman Target - Take Care of Education Sabrina Toglia Carly & Robert Toomey Scott & Amy Treibly Lucy Treibly Giles Treibly Susan Treibly Sarah Van Nostrand Marisel Vasquez David Villani Waterside Dental Jackilyn Wehner Marcie & Arnold Weisgold Richard Weisgold Patricia West Shawn Wherry Kim Winsey John Wood Lynn Yarish Ginger Young

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NewGate’s Income for 2014-2015

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Tuition Fundraising Other Income Buildings & Grounds Fees

■

Activities Fees

Tuition Fundraising

$1,460,407 172,683

Donations & Special Events

Other Income

77,155

Camp, Aftercare, Pizza, Fees, etc.

Building & Grounds Fees Activities Fees Total Income

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46,600 42,680 $1,799,525

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NewGate’s Expenses for 2014-2015

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Salaries & Benefits Financial Aid Administration & Office

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Facilities & Insurance Classroom & Educational Programs

■

Depreciation

Salaries & Benefits $ 764,168 Financial Aid 364,678 Administration 306,490 Facilities & Insurance 155,467 Classroom & Educational 133,585 Programs Depreciation 24,747 Total Expenses

$1,749,135

Surplus / Loss

$ 50,390

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