Out-Of-Door Academy of Sarasota, Inc.

Transcription

1 Out-Of-Door Academy of Sarasota, Inc. SUMMARY Mission Mission Statement As an independent, college preparatory school, we provide an environment in which students strive to achieve their highest academic goals and to build character through a balanced program of academics, arts and athletics. Core Values Excellence Integrity Respect Responsibility Service Contact Information Primary Address 444 Reid Street Sarasota, FL Alternate Address 5950 Deer Drive Sarasota FL Phone atowery@oda.edu Website Facebook TheOutOfDoorAcademy Twitter OutOfDoor General Information 1

2 nprofit Organization Does Business As (DBA) Out-Of-Door Academy of Sarasota, Inc. The Out-of-Door Academy Former Names The Out-of-Door School Tax Exempt Status Public Supported Charity Incorporation Year 1924 State Charitable Solicitations Permit July 2017 State Registration Feb

3 BACKGROUND & NEEDS Impact Statement Needs Statement Financial Assistance Funding We are committed to making an Out-of-Door education financially accessible by striving to assist as many families as possible who cannot afford the school s full tuition, but are determined to stretch their own financial resources to make education their top priority. For the most recent school year, more than 20% of our students received support. Faculty Professional Development Funding Out-of-Door is committed to providing professional growth and development opportunities. Many faculty and staff members attend conferences, seminars and webinars throughout the year. ODA also covers the cost of graduate coursework. Arts Funding The school's arts programs have always been an integral part of the curriculum - drama, music, and the visual arts. The sequential, cumulative design ensures that students from Pre-K through 12th Grade develop a deep understanding of the arts and their importance. We raise funds for the "extras" that contribute to the excellence of the program. Athletics Funding ODA recognizes that participation in athletics has benefits beyond physical exercise and acknowledges personal qualities like teamwork and sportsmanship as the true aims of sport. In addition to a broad physical education program for Lower and Middle School students, Thunder varsity teams have won 52 District, 11 Regional, and 9 State Individual Championships since the program s inception in As participation increases in our athletics program, so do our financial needs. Technology Funding Innovative technology advances learning for all students and faculty. Our campus-wide network includes hundreds of workstations, computer labs, mobile Macbook labs, and mobile ipad labs. Technologies include curriculum-based software, interactive displays and smartboards. Background Statement Our school has a rich and unique history. Founded in 1924 on Siesta Key as The Out-of-Door School, it opened with ten students and five teachers. Classes "for healthy minds, bodies, and spirits" included the academics, music and art, as well as horseback riding, swimming, dancing and carpentry. The school s founder, Fanneal Harrison, envisioned and created a school that would allow young people to traverse the world around them in an experiential manner. Making our students aware of the vital need for their intellectual achievement and giving them the tools for developing overall abilities remains the primary focus of an Out-of-Door education. Preparation for college, and in turn, for lifetime achievements and challenges, is and will continue to be the distinguishing aspect of our school. The Out-of-Door Academy has become a vibrant two-campus college-preparatory school with a well-balanced curriculum focused on strong academics, arts and athletics. In 1997, The Out-of-Door Academy opened a second campus in Lakewood Ranch expanding its educational offerings to high school students. The school had its first commencement ceremony in the spring of 1999 with just 12 graduates, and now it boasts over 500 alumni who have been accepted to some of the most sought after colleges and universities across the country. In the fall of 2005, Out-of-Door earned membership into the prestigious Cum Laude Society which represents the top 1% of all secondary schools in the United States. Statement from the Board Chair 3

4 Statement from the CEO/Executive Director The students at The Out-of-Door Academy will begin the school year with great excitement as we cut the ribbon for the new state-of-the-art Student/STEM Center on the Uihlein Campus at Lakewood Ranch on the first day of classes on August 19th. The Vitale Family Student Center and The Dart STEM Center will provide students with collegiate level facilities and learning opportunities including an academic commons, technology center with built-in videoconferencing, writing lab, collaborative workspaces, state-of-the-art science labs, mathematics classrooms, a design center with 3D printers and a STEM Project Lab for students to pursue individualized and collaborative research and to transform their ideas and practice. These new facilities reflect our best thinking about new paradigms for teaching and learning in the 21st Century. As a faculty, we are excited to pursue a more personalized and individualized approach to curriculum for all of the students at Outof-Door. Areas Served Throughout the United States Located on Siesta Key and in Lakewood Ranch, our students join us from: Sarasota Bradenton Lakewood Ranch Boca Grande Longboat Key komis Osprey Venice Service Categories Primary Organization Type Education 4

5 PROGRAMS College prep Description Through a program grounded in the liberal arts, our faculty seeks to prepare students for colleges and universities well suited to their abilities and aspirations. Our dedicated and caring faculty offers students individual assistance and guidance and is committed to an educationally excellent environment where: students - 1.become confident, selfsufficient, self directed, learners who develop a "love of learning" 2.demonstrate an enthusiasm to learn 3.reach high and are encouraged to surpass their own previous standards of performance; faculty - 1.set high, reasonable standards and then inspire, guide, and lead students to achieve them 2.offer a developmentally appropriate and academically balanced program 3.present a variety of learning opportunities an cultural experiences (in and out of the classroom) 4.provide for interdisciplinary and multicultural learning by using varied teaching methods and performance appraisals; faculty, students, and parents - 1.exhibit integrity and respect 2.set a tone that is serious, challenging, structured, and disciplined 3.interact with one another to nurture success 4.establish a culture of excellence in academics, athletics, and the arts. Budget $13,306, Category Program Linked to Organizational Strategy Population Served Short Term Success Education, General/Other Elementary & Secondary Education Children and Youth (0-19 years) The Out-of-Door Academy will continue with 100% of our graduates matriculating to four year colleges and universities across the country. Long Term Success Program Success Monitoring Program Success Examples In the year 2014, as the school celebrates its 90th anniversary, The Outof-Door Academy will be recognized as one of the top college preparatory schools in the Southeast, a school where academic excellence and athletic and artistic performance all lead to outstanding personal development and where purposeful, balanced experiences prepare students for successful, rewarding lives. Our students will continue to excel in language arts, math, science, and the fine and performing arts. Our curriculum will incorporate the teaching of 21st century skills, character education and a fully developed wellness program. Our athletic programs will be increasingly competitive with high standards of sportsmanship for our student- athletes. Technology will be leveraged to bring the real world to Out-of-Door and to develop an attitude of global citizenship in our students. Out-of-Door surveys the recent graduates during their freshman year to see how they are adjusting and also if they felt prepared for the challenges of college. In % of our graduates matriculated to college. 96% received unsolicited merit/academic scholarships. $150,000 average four-year scholarship per recipient. Over $7.5 million in total scholarship dollars awarded. 5

6 Technology in the Classroom Description The Out-of-Door Academy has been deliberate and thoughtful about the role of technology for our students. Above purchasing equipment, ODA has made a commitment to building a strong infrastructure of people and software to support the technology enhancements. We believe it s important for children to learn technology at an early age and to stay up-to-date with current technology. We are looking to fund the following: Budget $100, $10,000 ipad Classroom Cart: Your gift supports the cost of one movable classroom cart which contains 20 ipads to be used in a classroom as needed. $2,500 - Professional Development: Your gift supports the cost of five faculty members to experience professional development. ODA is committed to providing opportunities for professional development, including 100% funding for graduate work. The seminars, conferences and graduate work that our faculty experience, all have an immediate and direct benefit to the students they teach. $1,000 MacBook: Your gift supports the cost of adding one MacBook to the school. With MacBooks, students write, analyze data, and present their work in engaging ways. $500 ipad: Your gift supports the cost of one ipad for the school. The ipad is transforming the way we teach and learn. ODA needs more ipads available to our students at every grade level. $250 - Software: With the latest technology, also comes the need for additional up-to-date software. Your gift will support the costs of various software purchases needed for our two campuses. Any amount is appreciated! Every gift makes a difference in support of our students. Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Education, General/Other Education & Technology Children and Youth (0-19 years) Children and Youth (0-19 years) Children and Youth (0-19 years) We are expanding the use of technology in the classroom every year. This year we piloted an 8th grade ipad program with great success. We will be expanding it in the school year. We will be adding more ipads to reach our students in every grade level. We will also install SMART boards in every classroom. Graduates from The Out-of-Door Academy will be prepared for the future in technology. The Out-of-Door Academy's faculty will utilize technology to support and enhance their teaching in the classroom to engage and inspire students. Technology is changing the way we teach in the classroom. Examples in use are: Pam Davis, who has taught at Out-of-Door for over 35 years, used an ipad app to enhance the introduction to microscopes. 8 th graders read the e-book, Of Mice and Men, watched history videos to gain early insight in preparation for class discussion to searching for primary sources. 6

7 MANAGEMENT CEO/Executive Director CEO/Executive Director CEO Term Start Feb 2004 CEO Mr. David V. Mahler Experience David Mahler is our current Head of School and has held this position since David holds an Ed.M. in curriculum and instruction from the University of Virginia and a B.A. in history from Wesleyan University. While leading The Out-of-Door Academy, David has served in various leadership positions for the Florida Council of Independent Schools and the Southern Association of Independent Schools, as well as a member of The Advisory Board for the College of Education at the University of South Florida Sarasota-Manatee (USFSM). He was elected to the Florida Council of Independent Schools Board of Directors in 2007 and is the current President of FCIS. Prior to his appointment as the Head at Out-of-Door, David was the Academic Dean at the Collegiate School in Richmond, VA. He also served as the Director of the Virginia Association of Independent Schools New Teacher Institute and founded and led the JRPO Academic Dean Benchmarking Group, bringing independent school leaders from across the country together to analyze academic performance data and address curriculum issues, program development and organization change. David has worked for over 20 years in every facet of education including teacher, coach, and administrator in both boarding and day school settings. He has been instrumental in turning the financial picture around at The Out-of-Door Academy. He has strengthened our bottom line by making wise decisions and influencing our Board on key decisions for the growth and expansion of our campuses and programs. Former CEOs/Executive Directors Steve Bowers July June 1998 Mike vello July June 2004 Senior Staff Mrs. Angel R Cappar Chief Financial Officer Mrs. Kim Cates Director of Communications Mr. Christopher Chesley Head of Upper School Ms. Kippie Crouch Athletic Director Mr. Stephen Duffy Interim Head of Middle School Ms. L'Tanya Evans Academic Dean Mrs. Tanna Horner 7

8 Head of Lower School Mrs. Laura Murphy Director of Admissions Mrs. Amy Towery Chief Advancement Officer Staff & Volunteer Statistics Full Time Staff 125 Part Time Staff 4 Staff Retention Rate % 94 Professional Development Contractors 0 Volunteers 100 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation N/A N/A Collaborations Asolo Repertory Theatre Florida Studio Theatre New College of Florida The Swain Family Farm The Players Theatre Mote Marine Circus Arts Conservatory Comments Management Comments by Organization 8

9 GOVERNANCE Board Chair Board Chair Mr. Larry Fox Company Affiliation Affiliation Board Term July 2016 to June 2019 Board Chair Board Members Name Affiliation Status Mrs. Jamie Becker unknown Voting Mr. Tony Bonacuse Independent R. Douglas Bradbury Retired Voting Rob Crisci parent Voting Ariane Dart Dart Foundation Voting Larry Fox Insula Properties, LLC Voting Mitzie Henson Affiliation Voting Teena Humphrey Community Volunteer Voting Tammy Karp Community Volunteer Voting Annie Kittle Community Volunteer Voting Donna Koffman Community Volunteer Voting Ashley Kozel Community Volunteer Voting Julie Luhrsen Luhrsen Law Group Voting David Mahler The-Out-Of-Door Academy Exofficio Ken Pendery First Watch Restaurants Voting Dr. Larry Thompson Ringling College Voting Terri Vitale Community Volunteer Voting David White Morgan Stanley Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 18 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 7 Female 11 9

10 t Specified 0 Governance Board Term Lengths 3 Board Term Limits 99 Board Orientation Number of Full Board Meetings Annually 5 Board Meeting Attendance % 78 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions 100 Percentage of Board Making In-Kind Contributions 0 Constituency Includes Client Representation Standing Committees Finance Marketing Board Governance Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Education Campus Planning and Development Endowment 10

11 FINANCIALS Current Financial Info Fiscal Year Begins 2017 Fiscal Year Ends 2018 Projected Revenue $14,238, Projected Expenses $13,895, Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $15,700, Spending Policy Percentage Spending Policy Percentage 4 Tax Credits Capital Campaign In a Capital Campaign Campaign Goal 0 IRS Form 990s ODA Form ODA Form ODA Form ODA From ODA Form ODA Form ODA Form part 1 ODA Form part 2 Form 990 Audit/Financial Documents ODA Audited Financials 2016 ODA Audited Financials 2015 ODA Audited Financials 2014 ODA Audited Financials 2013 ODA Audited Financials 2012 ODA Audited Financials 2011 ODA Audited Financials 2010 ODA Audited Financials

12 Solvency Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 36% 35% 32% Historical Financial Review Revenue and Expenses Fiscal Year Total Revenue $18,018,035 $19,692,926 $16,140,334 Total Expenses $16,913,207 $15,802,275 $15,284,012 Revenue Sources Fiscal Year Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $1,233,047 $2,551,052 $1,671,994 Indirect Public Support $0 $0 $0 Earned Revenue $15,011,451 $13,673,607 $13,074,557 Investment Income, Net of Losses $1,105,105 $2,748,705 $626,385 Membership Dues $0 $0 $0 Special Events $202,490 $407,167 $344,936 Revenue In-Kind $206,250 $287,134 $202,838 Other $366,942 $312,395 $322,462 Expense Allocation Fiscal Year Program Expense $14,794,417 $13,579,586 $13,249,232 Administration Expense $1,800,583 $1,789,533 $1,632,413 Fundraising Expense $318,207 $433,156 $402,367 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 87% 86% 87% Fundraising Expense/Contributed Revenue 22% 15% 20% Assets and Liabilities Fiscal Year Total Assets $51,638,384 $50,118,318 $45,695,968 Current Assets $21,818,943 $20,136,613 $19,154,916 Long-Term Liabilities $18,794,017 $17,562,176 $14,660,915 Current Liabilities $7,094,802 $6,019,003 $5,435,102 Total Net Assets $25,749,564 $26,537,139 $25,599,951 Top Funding Sources 12

13 Fiscal Year Top Funding Source & Dollar Amount Tuition $14,655,210 Tuition $13,301,273 Tuition $12,771,190 Second Highest Funding Source & Dollar Contributions, gifts, Investment Income Contributions, gifts, Amount grants $1,233,047 $2,748,705 grants $1,671,994 Third Highest Funding Source & Dollar Amount Investment Income $1,105,105 Contributions, gifts, grants $2,551,052 Investment Income $626,385 Comments Financial Comments by Foundation Foundations and corporations are included with individual contributions as they are not separated in the 990 or audit. Financial figures were taken from the 990s. Federal 990s and audited financial statements reconcile. 13

14 PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Management Succession Plan Continuity of Operations Plan Policies Organizational Policies and Procedures Written Conflict of Interest Policy ndiscrimination Policy Directors and Officers Insurance Policy Whistle Blower Policy Document Destruction Policy Awards & Recognition Award/Recognition Organization Year The Cum Laude Society The Cum Laude Society 2006 Fred E. Rozelle Sportsmanship Award Florida High School Athletic Association 2014 Government Licenses Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization Planning & Policies Comments by Foundation Created Copyright