Annual Report 2018 – 2019 2018 – 2019 Annual Report Table of Contents 3 Letter from the Executive Director 4 Message from the President of the Board of Trustees 6 Our School Community 6 Board of Trustees 6 Collegium 6 Parents Association 7 Faculty and Staff 8 Financial Highlights 8 Statement of Financial Position 8 Liabilities and Net Assets 9 Revenue and Expenses 10 Annual Fund Giving 14 Restricted Gifts 15 In-Kind Gifts 16 Alumni: Where Are They Now? 18 Congratulations Eighth–Grade Class of 2019 Photos by Karen Coughlin 2 Letter from the Executive Director My reflections on the 2018–19 year provide many warm reminders of why we do what we do at Waldorf. While striving to equip our students with the skills they will need to navigate a rapidly changing world, we never lose sight of our mission and vision: to educate and inspire children to think, feel, and act with depth, imagination, and purpose. Together, faculty, staff, and parents are building a foundation for life-long learning and integrity for our students. Our enrollment growth, program enrichment, and facilities development are made possible by the generosity, care, and commitment of our school community. Whether we are faculty/staff, donors, families, Trustees, students, or members of the wider funding community, we all play essential roles in meeting Waldorf’s mission. I am proud and humbled to be the Executive Director of our wonderful school. It is my pleasure to acknowledge our joint contributions and achievements, including the financial support that has made possible our on-going facility, programmatic, and marketing developments, the parent-organized events that have contributed to scholarship funds and professional teacher development, while simultaneously enriching the celebratory school culture, the many volunteer hours from Trustees and Committee members, working to ensure that Baltimore has a Waldorf school to serve generations to come, the commitment of time and energy of those who come into school for a myriad of purposes, including to read, share their experiences and expertise with students, water plants, and ensure there is always a hot beverage and a warm welcome to those who comes through our doors. I am pleased to welcome you to the 2018–2019 Waldorf School of Baltimore Annual Report which highlights our fundraising efforts and noteworthy projects, and provides financial statements and an account of major contributions. INSERT Pat SIGNATURE IMAGE Pat Whitehead, Executive Director Photos by Edna K. Emmet 3 Message from the President of the Board of Trustees January 2020 Dear Waldorf Families, The Waldorf School of Baltimore is proud to celebrate nearly fifty years of its mission to educate and inspire children to think, feel and act with depth, imagination and purpose. This mission has successfully been fulfilled due to the incredible commitment from our faculty, administration, Board of Trustees, and the extraordinary support of our donors. Together, as a Waldorf family, we look to the future with renewed excitement and optimism to continue what modestly began years ago. We opened the 2018-19 school year with a strong team of faculty and staff and a diverse student body. We launched Phase II of our Capital Campaign to finance construction on the first floor. The new spaces will consist of a student services room, a flexible classroom, and bathrooms incorporating a modest green room, which provide additional space to further enrich student experiences and program options. The board is proud to have approved a revised salary plan to be implemented over a set schedule. It is the board and administration’s priority to provide competitive salaries to ensure our school’s growth and sustainability. We must retain and attract outstanding faculty and staff to continue to provide the high-quality program delivered by our experienced and dedicated teachers. This plan includes enrollment growth. Constant program development and improvement ensures that each child is offered a rich, engaging, and inspiring Waldorf education. Photos by Karen Coughlin Photo by Edna K. Emmet 4 Our Children’s Garden is near capacity. Our weekday and Saturday Photo by Karen Coughlin Parent and Child classes attract and introduce new families to Waldorf education and maintain the pipeline of students for the elementary school. Our Forest Aftercare Program provides a unique nature- based program that inspires and engages students of all ages. We are pleased to provide this important service to our busy parents. Continual growth at Waldorf is testament to the joint efforts of our whole community. Our many special events provide exciting opportunities for all members of the community to help grow and energize our school. Over the past 9 years I have been involved with school as a parent, an alumni parent, a Windows into Waldorf guide, a donor, and Board member. It is my pleasure to be able to thank all teachers, staff, parents, students, alumni, volunteers, and donors for everything you have done to support our school over this past year, without you the Waldorf School of Baltimore would not exist. Ari Rosenberg, President of the Board of Trustees 5 Photos by Karen Coughlin Our School Community 2018 – 2019 Board of Trustees Collegium Mike Allen Edna Emmet Will Anderson Claire Jerram John Devecka Charlotte Landgraf John Emory Cecilia Liss David Freitag Cate Mulvihill Christina Harris, Collegium Representative Graciela Pasion Derryck Holston Pat Whitehead Dana Johns*, President Bonnie Wilner Asaf Keller Reid LaClair Charlotte Landgraf Parents Association Tyson Macdonald*, Treasurer Jen Baumgartner, Chair Brian Poole Jeri Forman, Treasurer Ari Rosenberg TeEasha Holston, Secretary Brenda Wolf Smith Ari Rosenberg, Board/PA Liaison Mike Stone* (’87) Gretchen Gabor, Vice Chair—Children’s Garden Pat Whitehead*, ex officio Julie Baldi, Vice Chair—Lower School Brian Poole, Vice Chair—Middle School *Executive Committee members Board of Trustees Emeritus Members Dana DiCarlo Kelly Emerson Fredye Gross Scott Helm Chaddie Hughes Margaret Rawle 6 Children’s Garden Aftercare Charlotte Landgraf, Sunflower Jason Reed, Forest Aftercare Coordinator Kindergarten Teacher Maren Jung, Forest Aftercare Assistant Teacher Carol Devecka, Sunflower Assistant Teacher Aliyah Brooks, Forest Aftercare Assistant Teacher Tiffany Hamm, Sunflower Assistant Teacher Qua’lani Ferguson, Forest Aftercare Jakia Smith, Sunflower Assistant Teacher Assistant Teacher Lida Lawrence, Willow Nursery Teacher Maxwell Davis, Forest Aftercare Assistant Teacher Hannah Morehead, Willow Assistant Teacher Colleen McGlory, Violet Nursery Teacher Sally Mayaan, Violet Assistant Teacher Instrumental Teachers Dorothy Couper, Violin Jackie Beach, Parent Child Teacher & Kassandra Ferrero, Bass Butterfly Nursery Teacher Ledah Finck, Violin Rose Collins, Butterfly Assistant Teacher Allison Freeman, Cello Joti Redgrave, Parent Child Teacher Karen Gorden, Violin Maren Jung, Assistant Teacher Bronwyn Kure, Violin, Viola Aliyah Brooks, Assistant Teacher Sarah Lowenstein, Viola Aneta Otreba, Cello Justin Page, Cello Class Teachers Samuel Thompson, Viola Jenn Valencia, First Grade Brenda Wolf Smith, Second Grade Claire Jerram, Third Grade Bonnie Wilner, Fourth Grade Substitute Teachers Kathleen Breen, all school Sharon Barkhouser, Fifth Grade Allison Butlien, all school Jake Ciofalo, Sixth Grade Aimee Delaney, Children’s Garden Alexandrea Arnold, Seventh Grade Sharon Elder, Children’s Garden Nina Jones, Eight Grade Jane Emory, Children’s Garden Angélie Gilbaud, Children’s Garden Jessie Hughes, all school Subject Teachers Cara Michelle Miller, all school Alexandrea Arnold, Middle School Math Chelsea Spitzer, Children’s Garden Kathleen Breen, Middle School Math Perry Gross, Children’s Garden Lisa Cody, Library Edna Emmet, Art & Woodworking Alison Freeman, Eurythmy & Orchestra Accompanist Administration Pat Whitehead, Executive Director John Harrington, Physical Education Cecilia Liss, Academic Director Christina Harris, Extra Lesson Cate Mulvilhill, Student Life Director Janet Henry, Seventh Grade Spanish Karen Coughlin, Communications Coordinator Nina Jones, MS Language Arts Meg Gillespie, Reception and Admission Assistant David Kandel, MS Math Perry Gross, Yearbook Willis Keeling, Orchestra Janet Henry, School Receptionist Martha McLaughlin, Tutor Stacie Henderson, Outreach Director Cate Mulvihill, Handwork, Games Richard Jerram, Crossing Guard Andrea Naft, Student Assessment Jo Keller, Development Manager Graciela Pasion, Spanish Katherine Lewis, Finance Sudip Peterson, Eurythmy and Development Assistant Jason Reed, Ecoliteracy, Games Lindsay Machak, Outreach Director Tara Robinson, Handwork Assistant Christa Marvenko-Athas, School Counselor Kim Weisheit, Music/Chorus Marian Smith, Exec Assistant to the Executive Director Terry Williams, Facilities Manager Ilene Wise, Admission Director Linda Zandler, Finance Director 7 Financial Highlights 2018 – 2019 Statement of Financial Position Assets June 30, 2019 Cash and cash equivalents $1,679,324 Receivables $82,268 Prepaid expenses $43,104 Investments $454,161 Property, buildings and equipment, net $4,408,905 Total assets $6,667,762 Liabilities And Net Assets Liabilities Accounts payable $50,714 Enrollment deposits and tuition received in advance $713,522 Total liabilities $764,236 Net Assets Unrestricted: Operating $806,591 Net investment in plant $4,429,993 Restricted $666,942 Total net assets $5,903,526 Total liabilities and net assets $6,667,762 Audited financial statements are available for review