New Gate School Inc
Lower School
5237 Ashton Rd
Sarasota FL 34233-3417
Mission
The Mission of The New Gate School is to cultivate a love of life and inspire academic excellence.
Leadership
CEO/Executive Director Timothy David Seldin M.Ed.
Board Chair Dr. Andrew Cutler MD
Board Chair Affiliation Meridian Research Group
General Info
Organization DBA
DBA
NewGate School
NewGate-Field School
NewGate International Montessori Academy
Former Names
Countryside Montessori School. Inc.
Tax Exempt Status Public Supported Charity
Incorporation Year 1993
State Charitable Solicitations Permit Exempt 0
State Registration Exempt 0
Financial Summary
 
 
IRS Letter of Determination
Name
New Gate School (originally Countryside Montessori School) IRS Letter of DeterminationView
Impact Statement
Last year:

1. A new Secondary Montessori Teacher Education Program was launched at the Lakewood Ranch Campus in June, 2017, with students from across the United States and abroad. This Secondary program (grades 7-12) was made possible through the Seldin family’s purchase of the former Center for Building Hope, a Gold Level LEED certified facility. This finally allows the school room to grow.

Our new campus resonates with Montessori’s focus on developing international understanding, mindfulness, and a lifelong tradition of community service and tradition. It is as if the building were designed with NewGate’s values and vision in mind. We have developed a “pedagogy of place,” using the buildings, the lovely campus, its expansive gardens and surrounding nature preserves to engage our students in hands-on research and exploration. Sarasota architects Michael Carlson and Jedd Heap of Carlson Studio Architecture worked with landscape architect David Young of DWY Landscape Architecture on the original site.

Recognizing the many gifts made in loving memory of so many members of our community, our students have begun to meet with the architects and engineers who designed this exceptional complex, along with community leaders who helped make it possible to create and preserve an oral history of the lives who are remembered and honored throughout the campus.

2. Graduation of NewGate’s First IB Students who successfully earned their IB Diploma or IB Certificates. Since NewGate's Montessori Secondary Program was founded in 2000, our graduates have gone on to university and beyond, pursuing their own dreams and enjoying success in fields as diverse as law, engineering, research science, international business, and the arts to name just a few.

3. We have continued NewGate's long-standing commitment to integrating Arts Education throughout our curriculum. In 2016-17 this included our annual immersion programs into theater, visual arts, poetry, and vocal music education. All of our elementary students participated in our 17th annual Children's Opera. Secondary students participated in an intensive theater education experience, competed in the Poetry Out Loud competition, and participated in the Sarasota Film Festival.

4. Economics Education: As part of Montessori’s emphasis on real-life experiences, we introduce students to the basic principles of small business and microeconomic theory. They run a number of student businesses. Seventh to twelfth grade students both ran various enterprises and participated in our annual Internship Program giving them real-world experience in the business and professional world.

5. Organic Gardens: Children need daily contact with nature, and gardens are an important classroom and lab for the study of the life sciences. We work with gardening experts and parent volunteers to teach organic gardening and manage the children's gardens.

This school year, we are focusing on:

1. Continuing improvements to our Ashton Road and Lakewood Ranch campuses.  Specific projects include: outfitting new science labs at each campus; expanding our art studio experiences; and developing an athletic field at the Lakewood Ranch campus. At the Ashton Road campus, we are in need of additional funding to assist with new roofing, fencing, and improved outdoor lighting.

2. Continuing to enhance our Arts Programs;

3. Preparing to graduate our second class of Montessori-International Baccalaureate Diploma Program students;

4. Expanding our Science and Technology program at all levels from age three through high school;

5. Continuing to develop and disseminate a K-12 Economics Education curriculum.
Needs Statement
1. Sponsorship for the school's programs in the Arts, including:
a. NewGate's 17th Annual Youth Opera in which all of our Elementary students participate - $12,000
b. Our Secondary immersion programs in playwriting and production - $5,000
c. Our Junior Great Books and Philosophy for Young Children Program - $4,000
d. The Poetry Out Loud Competition - $2,000
e. Our Annual Arts Festival - $5,000
f. Participation in the Sarasota Film Festival $7,000

2. Assistance with funding for our International Baccalaureate (IB) Diploma Program - $25,000.  
a. IB Program and Assessment Fees $15,000
b. Teacher professional development $10,000
 
3. Renovations and Improvements to our Ashton Road classrooms, buildings, and grounds
a. New roof for the office building - $30,000
b. Improved and more energy efficient classroom lighting - $20,000
c. Expansion and continuing development of our natural playgrounds - $50,000
d. Energy efficient air conditioning  - $50,000
e. Campus-wide security improvements - $50,000


3. Science Labs and Technology Education - $50,000.
 


4. Needs-based Academic Scholarships for ten middle and high-school students per year - $135,000


 
5. A new smaller school bus for field study programs - $60,000
Background Statement

In 1984, Kitty and Steve Williams, founded Countryside Montessori School on their small organic farm on Ashton Road in Sarasota, FL.

They founded the school because Kitty, a Montessori educator, wanted to offer the community an alternative, child-honoring approach to education. Since its founding, the school has inspired the lives of more than 3,000 children.

From its humble beginnings, in 1992, Countryside evolved into an 501-C-3 nonprofit, renamed the NewGate School, and, began to serve as a model Montessori school under the leadership of 
The Montessori Foundation (an international 501-C-3 educational organization).

 
Because of its relationship with The Montessori Foundation, NewGate has developed an international reputation. Every year, more families move to Sarasota to join the school. Sarasota is the setting for The Montessori Foundation's Annual International Montessori Conference and Montessori School Leadership Institutes, which bring more than 1,000 visitors and further promotes our community as a center for educational innovation, while also  bringing revenue to the area's economy.

NewGate is Sarasota's oldest and best known alternative, student-centered, independent school for gifted learners. As an International Baccalaureate Diploma Program, it offers a vital educational choice for Sarasota families (and to families who are moving here for the school), because, in an era of mass education and ‘teaching to the test,’ NewGate students learn in an environment that promotes reflection, discovery, experiential learning, and collaboration.
 
 
The NewGate School is an independent, international, Montessori academy. It offers programs for students from toddlers through the twelfth grade. In 2014, NewGate became the only Montessori-International Baccalaureate World School, in Florida, offering the IB Diploma Program. Since our first high school graduating class in 2004, 99 percent of our graduates have completed college or university, most continuing to seek advanced degrees.

The term ‘Academy’ has come to hold many meanings, but, at its root, an Academy is a way of learning through deep, reflective conversations and shared inquiry, field observation, hands-on experience, and discovery.

NewGate's goal is to nurture each of our student's intelligence, curiosity, and imagination while supporting and developing each one's unique talents. We prepare our students for both university and life.

NewGate teaches universal values and instills a global perspective, responsible citizenship, and encourages an entrepreneurial spirit. We graduate young people who are balanced between their knowledge and character: life-long critical thinkers; and active leaders in their local community, their country, and the world.

As the Lab School of The Montessori Foundation, NewGate serves both its own students, and plays a national role in educational innovation and school reform. NewGate influences Montessori schools worldwide through its role in curriculum and program development, the embodiment of principles of best practice in Montessori education, and professional development for Montessori school administrators.

Last year, more than one thousand teachers and school principals came to NewGate from 31 countries to observe, attend our annual international conference here in Sarasota, and to study school leadership at our Montessori Institute.

Senior members of the staff of The Montessori Foundation provide the school's educational leadership.
Areas Served
Areas Served
Area
FL- Sarasota
FL- Manatee
Areas Served Comments

As the Lab School of the Montessori Foundation, NewGate draws families from other states and countries that are seeking a strong Montessori education for their children through the 12th grade. Approximately 33% of our families are international, coming from more than 30 countries. Some students stay with host families, but more commonly families establish residence in the area. Our families tend to travel fairly long distances to get to the school, from Palmetto to Boca Grande.

Service Categories
Primary Org Type Education
Secondary Org Type Education
Tertiary Org Type Education
Statement from the Board Chair/Board President
The NewGate School and The Montessori Foundation have much to celebrate this year. The Montessori Foundation's is hosting its 21st Annual International  Montessori Conference (November 2 - 5) at the Sarasota Hyatt, and, thanks to the Seldin family's commitment to secure the former Center For Building Hope for the school's future, and generosity of the Seldins and the extended NewGate and Montessori Foundation communities, NewGate is finally able to expand. We have a 50 year below market lease with the ability to purchase the property when the school is ready.
 
There is an interesting story here.
 
Much to our surprise, in June 2016, Tim Seldin and Joyce St. Giermaine, discovered that the Center For Building Hope had just come on the market. Ironically, in planning for the school's eventual expansion on the Ashton Road campus, we used the Center For Building Hope as our inspiration for the beauty that we want to create there as well. By chance, one afternoon Joyce stumbled on the new listing, and they immediately drove to it and received permission from the realtor, and now our dear friend, Stan Rutstein, to walk the grounds. It was approaching twilight when they entered the premises.
 
Joyce recalled that "It was both breathtaking in its beauty and heart-breaking in its lonely solitude. What we will always remember is that we immediately saw names. So many names of people who had honored their loved ones with pavers and pavilions, benches and library shelves, quiet spots for contemplation, bubbling fountains, a labyrinth, a walking trail, and a tower to observe the beauty of a lake.
 
When we were last at the Center For Building Hope, it was at the dedication ceremony for the nature observation tower and Leanna's Way, built on the grounds to honor the memory of Leanna Knopik. Leanna tragically and unexpectedly passed away five summers ago at the age of 16. Leanna and her brother, Rogers, were both students at NewGate, and so many of us grieved with her family and were deeply touched by their incredible grace and willingness to include us all in the celebration of Leanna’s life.
 
As we climbed the tower and walked the property, it was so clear that this land and the buildings had, at one time, been a very important source of comfort to many families – a place to honor and celebrate the spirit of loved ones. Sacred, abandoned space. It was a comfort to spend quiet time amongst these names, but it also left us with a sense of responsibility (irrational as that may seem) to work to restore the property to the life and love with which it was built.
 
When we toured the building, it was even better than we expected with ‘hydration’ systems and ‘green’ construction, it has a meeting room big enough to comfortably seat all of our community (including chairs) and a commercial kitchen to celebrate events and hone our culinary skills.
 
Tim and I immediately started brainstorming. Our immediate thoughts were that this property would make a wonderful second campus for NewGate. Located in Lakewood Ranch, it would provide a new for our Upper School."
 
When Tim and Joyce brought this opportunity to the NewGate community, our board diligently considered the options for expansion to adequately serve our secondary students as well as create capacity for our younger students. While our plans for the Ashton Road Campus continue to be a priority, an amazing opportunity had come along, allowing NewGate to expand on two campuses. Within 45 days, we received $574,792 in donations and pledges from both the NewGate School and the Montessori Foundation communities to help the school with the first few years of transition to the new campus.
 
Our Montessori middle and high school students moved in last year and have found it to be a perfect fit.
 
It is a great privilege to serve as Chairman of NewGate’s Board of Trustees. It has given me a deep appreciation for the incredible passion and dedication of our school’s leaders, the teachers and staff, our parents, and, of course, our students. I am consistently heartened by the diverse talents and strong character that exemplify our community.

NewGate is poised to move forward on a sound basis, with clarity, commitment, and vision.  With the addition of our second campus in Lakewood Ranch, NewGate is steadily expanding its enrollment.

As parents, my wife Lori and I are amazed at the wonderful education, experiences and opportunities NewGate affords our sons, Jackson and Nicolas.

Andrew J. Cutler, MD
CEO & Chief Medical Officer
Meridien Research Group
Statement from the CEO/Executive Director
"I do not believe there is a method better than Montessori for making children sensitive to the beauties of the world and awakening their curiosity regarding the secrets of life."

Gabriel Garcia Marquez: Author, Nobel Laureate, Montessori Alumnus
 
I have known and loved the NewGate School since 1993, when I first met this extraordinary community of teachers, students, and families. It serves as the Montessori Foundation’s Lab School, and I have the privilege of serving as its Head of School. For me, leading NewGate is a labor of love.
 
NewGate is an independent, non-profit, international, college-preparatory Montessori school with about 200 students from age 18 months through grade 12. The School offers a Montessori-International Baccalaureate Diploma Program at the high school level and serves as the Lab School of the Montessori Foundation.

We are a community of students who have a passion for learning independently and are looking for a learning environment that will challenge them to think past the traditional setting.

Our students develop strong values and character, focus on international studies, discover an entrepreneurial spirit, and learn 21st-century leadership skills. Our student body represents more than 30 countries, many of whose families moved to Sarasota in large part to be part of NewGate.

Many people think of Montessori as a preschool program, but that is far from the full picture. Montessori is the largest independent school system in the world, with more than 20,000 schools in 110 countries and extends up through high school.

Ideally, students begin Montessori when they are very young – the years when a child's brain most open to the stimulation and support of a child-honoring, intellectually stimulating, and emotionally empowering prepared-learning environment. We nurture curiosity, creativity, and executive function skills.

At NewGate, we also admit older students at all levels, always looking for the right fit between student, family, and school.

In the admission process, our goals, as parents and school, are likely to be quite similar. We both want to help your child to find an educational setting where he or she will blossom and where you, as parents, will feel confident that you have made the right choice. We go through this process together, looking at each child as a unique individual.

Older students who join us tend to be either bored or over-whelmed by the culture found in many much larger, conventional schools. Our students tend to be talented, college-bound young people, who think outside of the box and want to learn deeply. We believe that education should be partnership among students and teachers; a journey, not a race.

Students are guided in a manner much closer to what they will experience in college: individualized and collaborative, hands-on learning; seminars, labs; field experience; and projects. We help them to develop a high degree of personal organization; habits of diligent effort; comprehensive, in-depth reading and writing skills; and the appreciation that an education is a gift, not a burden. NewGate is not right for every student or family, but those who love us see the school community as a second ‘home.’

I appreciate the depth of NewGate's international curriculum, the patient guidance of its Montessori teachers, and the spirit of kindness, warmth, and mutual respect. This is a gentle way to learn that leads to a world-class education without the stress, pressure, and needless competition found in most schools. It is a place where young minds grow organically in an unhurried atmosphere of inquiry and discovery.

Tim Seldin, Headmaster
Programs
Description Assistance with the continuing development of our replicable model Montessori-International Baccalaureate (IB) Diploma Program
 
Budget $25,000
Category Education, General/Other Curriculum Development
Program Linked to Organizational Strategy Yes
Population Served Adolescents Only (13-19 years) US& International
Short Term Success

All of our teachers have completed their IB certification. Each year they need to continue their professional development. We have refined our program design and implementation plan,

We are accepting new students in grades 7 to 11 for the Montessori-IB Diploma Program. (We normally cannot accept students for only the senior year.) We work with each student closely in a highly personalized program to prepare them for the standards of the IB Diploma Program.

Our first class successfully completed the IB Diploma Examinations in 2017.

The Montessori Foundation and the school are collaborating to document, disseminate, and organize professional development programs for other Montessori schools in the US and abroad.

Long Term Success
NewGate is an IB World School and is authorized to offer the International Baccalaureate (IB) Diploma Program as our capstone program for the last two years of high school.
 
We are accepting new students in grades 7 to 11 for the Montessori-IB Diploma Program. (We normally cannot accept students for only the senior year.) We work with each student closely in a highly personalized program to prepare them for the standards of the IB Diploma Program. Our first class successfully completed the IB Diploma Examinations in 2017.
 
The Montessori Foundation and the school collaborate to develop and organize professional development programs for other Montessori schools in the US and abroad. In this multi-year project, we are developing a model for Montessori middle and high school programs that integrates Montessori education with the IB Diploma Program.
 
We are refining an international course of study that emphasizes deep learning, research, discussion, and field experience. Montessori and the IB are already an excellent match. Used conjointly, the IB program can be offered to a much wider range of students with potential than we see in most existing public school IB programs, which admit only the most gifted. This program will benefit our own students, Sarasota (by attracting families to the area and generating international attention), and several hundred Montessori schools that are interested, but need a clearly defined path to follow.
 
Last summer, our affiliated Center for Guided Montessori Studies, launched the new secondary Montessori teacher education program at NewGate.
Program Success Monitoring

The International Baccalaureate Organization

AdvancED and The Southeastern Association of Colleges and Schools

The International Montessori Council

 

We will also be conducting ongoing evaluations, interviews with stakeholders, and documentation of progress.

Program Success Examples NewGate students passed their IB Diploma examinations and earned the IB Diploma or IB course certificates for advanced placement.

Our secondary program is growing and serves uniquely gifted students in Sarasota and Manatee Counties.

We offer financial-need-based scholarships.

Our program attracts new families every year to move to Sarasota from across the United States and abroad.
Description For many years, NewGate has offered strong programs in the Arts to all of our students from preschool through the 12th grade. They include our Annual Youth Opera, under the direction of Sanford and Judith Jones of Youth Opera International ($12,000); our immersion programs in playwriting and production ($5,000); funding for our Junior Great Books Program ($4,000) and the Poetry Out Loud Competition ($2,000); and our Annual Arts Festival: ($5,000), Participation in the Sarasota Film Festival ($7,000)
Budget $35,000
Category Education, General/Other Extracurricular Arts & Culture
Program Linked to Organizational Strategy Yes
Population Served K-12 (5-19 years) Children and Youth (0 - 19 years) Families
Short Term Success Our programs run over the course of the year: We have several production in November and December, the secondary students theater immersion programs are held in January, Poetry Out Loud is held in February, the Film Festival is in March, our Opera is performed in April, and the Arts Festival is held in May.
Long Term Success Our arts program is unusual in that it ties in closely with our entire curriculum, blends the visual and performing arts, promotes a strong interest in the opera and theater, and involves all of our students from age 6 to 18.  Our operating budget does not cover the additional cost of these excellent programs, and we rely on support from parents and friends of Montessori and the NewGate School. Over the last 20 years, more than a thousand local children have participated in and been inspired by NewGate's various programs in the Arts. Their reflections as young adults reveals how much their lives have been touched by the experience.
Program Success Monitoring Our elementary and secondary teachers work closely with our Arts Director, Youth Opera International, and a committee of highly involved parents. Together we evaluate the process and interview stakeholders.
Program Success Examples NewGate has been producing these performances and experiences for more than twenty years. They have become a tradition among parents, students, grandparents, local alumni, and friends of the school.
CEO/Executive Director
CEO/Executive Director Timothy David Seldin M.Ed.
CEO Term Start July 2010
CEO/Executive Director Email timseldin@newgate.edu
Experience

Tim Seldin serves as Head of The NewGate School in Sarasota, Florida. He is the President of the Montessori Foundation and Chair of the International Montessori Council. His 46 years of experience in Montessori education includes 22 years as Headmaster of the Barrie School in Silver Spring, MD and previous service as Head of the NewGate school from 1994 to 1999. He also served as the Director of the Institute for Advanced Montessori Studies. He is a noted expert in Montessori education and sits on the national Montessori Leadership Council. Tim earned a B.A. in History and Philosophy from Georgetown University, an M.Ed. in Educational Administration and Supervision from The American University, and his Montessori certification from the American Montessori Society. He is the author of several books on Montessori Education, including Building a World-class Montessori School, Finding the Perfect Match - Recruit and Retain Your Ideal Enrollment, Master Teachers - Model Programs, Starting a New Montessori School, Celebrations of Life, and The World in the Palm of Her Hand. 

Former CEOs/Executive Directors
NameTerm
Christopher Gallagher June 2000 - July 2005
Paul Wenniger E.Ed.June 2005 - July 2010
Senior Staff
NameTitle
Dr. Daniel Robinson Howe IIIAssociate Head of School
Lorna McGrath M.A.Coordinator of the Montessori Family Alliance
Staff & Volunteer Statistics
Full Time Staff 19
Part Time Staff 6
Staff Retention Rate % 90
Professional Development Yes
Contractors 0
Volunteers 150
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
The  International Baccalaureate Organization; The International Montessori Council; the Renaissance School of Ft. Myers, FL; the Colegio Montessori Chiaravalle, Leon, NL, Mexico; Florida Studio Theater; Sarasota Film Festival; University of Central Florida; Youth Opera International; Suncoast Soccer; Friends of Montessori; Center for Partnership Studies; Race To Nowhere; Johns Hopkins Center for Talented Youth.
External Assessments and Accreditations
Assessment/AccreditationYear
Southern Association of Colleges and Schools2015
Florida Department of Children and Families2016
International Montessori Council2015
International Baccalaureate Organization2014
Awards & Recognition
Award/RecognitionOrganizationYear
Full AcccreditationAdvancEd2015
Full AccreditationInternational Montessori Council2015
Authorization for the IB Diploma Programm/ IB World SchoolInternational Baccalaureate Organization2014
Risk Management Provisions
Commercial General Liability and D and O and Umbrella or Excess and Automobile and Professional
Government Licenses
Organization Licensed by the Government Yes
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years 3
Strategic Plan Adopted Jan 2015
Management Succession Plan Yes
Continuity of Operations Plan Yes
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy No
Directors and Officers Insurance Policy Yes
Policies and Procedures Yes
Comments
Management Comments by Organization
Our greatest challenges for the last few years has been a lack of room to grow, and an insufficient donor base to run a successful capital campaign. Working with a very tight budget, and a small administrative team, we just met expenses even though enrollment demand has been steadily increasing as the school's reputation grows across the US and abroad.
 
With the growth to a second campus, we have new opportunities and challenges that we are confident we can meet.
 
On enrollment, our goal is to select students who will blossom at NewGate and families who share our values and want their children to learn joyfully. We want to get enrollment up to 250 students but do so by seeking families and students who will be able to enter into a hopefully long-term partnership with our school.
 
Financially, our goal is to be able to make significant investments into our buildings and grounds and key areas of our educational program: primarily in science and STEM, filmmaking (newer cameras, audio recorders, and editing computers). To meet these goals, and to begin to create an endowment, we need to increase our enrollment and seek sustaining support from friends of Montessori in the community.
 
Finally, with a two-campus school, integrating the two campus communities and coordinating administration is somewhat more challenging. We already use online software solutions for databases, accounting, documents sharing, and telecommunications extensively, and have run two-campus schools before.  
 
Planning & Policies Comments by Organization We are actively engaged in strategic planning.
Other Documents
Board Chair
Board Chair Dr. Andrew Cutler MD
Company Affiliation Meridian Research Group
Board Term Feb 2015 to Jan 2018
Board Chair Email andcutler@gmail.com
Board Members
Board Members
NameAffiliation
Katherine Bravo Center for Guided Montessori Studies
Dr. Andrew Cutler MDFlorida Clinical Research Center
Leslie Hites Renaissance School of Oakland, CA
Dr. Daniel Robinson Howe IIIMontessori Foundation
Kathleen Leitch Renaissance Montessori School
Lorna McGrath Montessori Foundation
Timothy Seldin Montessori Foundation
Joyce St. Giermaine JDMontessori Foundation
Constituency Includes Client Representation Yes
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 7
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 3
Female 5
Unspecified 0
Governance
Board Term Lengths 5
Board Term Limits 5
Board Orientation Yes
Number of Full Board Meetings Annually 6
Board Meeting Attendance % 88
Board Self-Evaluation Yes
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Advisory Board / Advisory Council
Campus Planning and Development
Communications / Promotion / Publicity / Public Relations
Education
Finance
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Strategic Planning / Strategic Direction
Institutional Advancement
Comments
Governance Comments by Organization Governing an independent school offers incredible challenges and rewards. Even a simple decision can have long-term impact in the life of a child. The challenge is to bring together a group of people with the expertise to govern wisely and always act in a manner that reflects the best interests of the children in their care.

A challenge for any board member is to understand that most non-profit schools are small, and the margin for surplus and deficit is very thin. The customer base can also be very fragile and can as easily be derailed by negative changes in the global economy as by an incident in a classroom.

The ideal board of a school is a blend of parents, community members, and educational experts. The biggest challenge is recruiting the right volunteers and providing the support they need to lead the school through whatever challenges and opportunities are presented during their term of office. Any organization that has children and families as its main constituents will face challenges that require calm, rational, and objective judgment from all board members.

NewGate’s board has parent, community, and educational representation. The school is updating its strategic plan and preparing to launch a capital campaign.

Many organizations recognize their highest donors with honorary board membership. That is not the case at the NewGate School. If you are asked to join the NewGate board, you need to be ready to pay attention, roll up your sleeves, and get to work.

— Joyce St. Giermaine, Board Member

Fiscal Year Projections
Fiscal Year Start Month July
Fiscal Year Start Day 01
Fiscal Year Begins 2017
Fiscal Year End Month June
Fiscal Year End Day 30
Fiscal Year Ends 2018
Projected Revenue $2,076,925.00
Projected Expenses $1,993,350.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign Yes
Anticipate Campaign within 5 years? Yes
Campaign Purpose
This is special second campus expansion fund to help with the initial costs of expanding to our second campus and renovating the original Ashton Road campus, which will allow phase one growth to 250 students.
Campaign Goal $500,000.00
Campaign Dates July 2016 to Aug 2018
Amount Raised To Date 262290 as of June 2017
Historical Financial Review
Expense Allocation
Fiscal Year201720162015
Program Expense$1,402,675$863,372$810,190
Administration Expense$317,243$542,405$549,105
Fundraising Expense$28,323$23,652$22,923
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.011.021.04
Program Expense/Total Expenses80%60%59%
Fundraising Expense/Contributed Revenue11%23%18%
Assets and Liabilities
Fiscal Year201720162015
Total Assets$657,526$584,839$544,290
Current Assets$215,365$145,182$84,512
Long-Term Liabilities$672,432$640,468$650,701
Current Liabilities$402,213$372,205$343,611
Total Net Assets($417,119)($427,834)($450,022)
Top Funding Sources
Fiscal Year201720162015
Top Funding Source & Dollar AmountTuition and Fees $1,352,977Tuition and Fees $1,216,695Tuition and Fees $1,095,159
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $262,290Student Activities $131,271Student Activities $208,324
Third Highest Funding Source & Dollar AmountStudent Activities $141,796Contributions, gifts, grants $103,469Contributions, gifts, grants $130,794
CEO/Executive Director Compensation N/A
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201720162015
Current Ratio: Current Assets/Current Liabilities0.540.390.25
Long Term Solvency
Fiscal Year201720162015
Long-Term Liabilities/Total Assets102%110%120%
Financials Comments
Financial Comments by Organization

In July of 2010, the NewGate board asked the Montessori Foundation to resume management of the school after a 10-year period, during which the school was self-managed.

NOTE: This results in considerable savings to the school compared to what a K-12 school of our charcater would typically need to spend on administration. While several members of the Montessori Foundation staff work with the school on a full or shared-time basis, our President, Tim Seldin, serves as the CEO or Headmaster, supervises and coordinates the Montessori Foundation team, and reports to the Chair of the school's Board of Trustrees.
 
Financial Comments Continued: In July 2010, the Montessori Foundation reviewed prior-year audits and a draft of the audit for the year ending June 30, 2010. NewGate, like many other non-profits, had suffered a severe, negative impact from the national recession. Independent schools, in particular, were disproportionately impacted because parents could always turn to public schools to reduce their family expenses.

The financials showed that, during the prior two years, the school relied on prepaid tuition and the sale of assets to remain solvent; however, based on the June 30, 2010 financials, it appeared that the school had made progress to reverse this trend and restore financial stability. Based on this information, The Montessori Foundation agreed to resume leadership of the school, using NewGate as its demonstration/lab school. 

Twenty/twenty hindsight and reality collided in October of 2010 when the school ran out of money. A truly staggering bookkeeping error  included tuition for the 2010/11 year as income for the 2009/10 year. Much of the anticipated income for the 2010/11 year had been spent before the new school year even began

Immediate action was required. When the full extent of the problem was revealed, the inevitable upset in the school community followed. Some members of the board resigned; some families left the school. All ongoing expenses were reevaluated, reduced, or eliminated. We moved the school back to move to its original smaller and more cost-efficient Ashton Road Campus.

Through emergency fundraising, along with contributions and loans from The Montessori Foundation, the school survived.

NewGate continues to grow stronger every year. Enrollment is growing and we have formed waiting lists. We are now authorized to offer a Montessori-based International Baccalaureate Diploma Program. We look forward to new growth based on sound educational leadership and fiscal responsibility.

 The expansion to a second campus opens up many new doors for the school's future.
 
To cover initial expenses, we raised $570,000 in donations and 2 to 3 year pledges.
 
This year, with increased enrollment, we anticipate the school will begin to show a more substantial surplus, which should  grow steadily as the school expands.
 
We hope to begin a second campaign within the next two years to raise $4,000,000 for new buildings and expansion on our Ashton Road campus, which would allow a combined enrollment of 400 students.
 
So, looking back, at a time when many other organizations gave up, defaulted on loans, and closed their doors, NewGate persevered. While NewGate is just a tiny reflection of the larger economy, we believe our school represents a story of success, inspiration, and hope for the future.
Financial Comments by Foundation Financial information taken from IRS Form 990 and audit documents.  Individual contributions include foundation and corporate support.  Federal tax returns and audited financial statements reconcile.
Nonprofit New Gate School Inc
Address Lower School
5237 Ashton Rd
Sarasota, FL 34240 3417
Phone 941 922-4949

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