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Annual Report
2013-2014
July 29, 2014
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Philip’s Academy Charter School
Annual Report
2013-2014
Table of Contents
Basic Information About the School .......................................................................3 Enrollment and Equity School Enrollment .............................................................................................4 School Demographics........................................................................................5 School Recruitment, Admissions and Enrollment ............................................5 School Suspension/Expulsion Rate ...................................................................7 Education Program Academic Performance .....................................................................................8 Mission-Specific Academic Goals ......................................................................8 Curriculum .........................................................................................................9 Learning Environment / Professional Environment................................................11 Parental and Community Involvement Parent Satisfaction and Involvement ................................................................12 Community Involvement ..................................................................................13 School Governance / Leadership Board of Trustees ..............................................................................................14 School Leadership / Administration .................................................................17 Appendix Postcard Sent to 12,000 Families ......................................................................18 Brochure ............................................................................................................19 School Calendar 2014-2015 ..............................................................................21 Resumes of School Leadership .........................................................................23 Organization Chart ............................................................................................33
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1. BASIC INFORMATION ABOUT THE SCHOOL
1.a. Basic Information
Name of School Philip’s Academy Charter School
Year School Opened 2013
Grade Level(s) K-8
October 15th Enrollment Count 371
Final Enrollment Count 371
School Address(es) (Please provide addresses for all campuses/school buildings)
342 Central Avenue Newark, NJ 07103
District(s) / Region of Residence (Per the school’s charter)
Newark, Irvington & East Orange
Website Address www.pacsnewark.org
Name of Board President Dale Anglin
Board President email address [email protected]
Board President phone number 1.973.792.9200
Name of School Leader Miguel J. Brito
School Leader email address [email protected]
School Leader phone number 1.973.624.8194
Name of SBA Migdalia Dale
SBA email address [email protected]
SBA phone number 1.973.624.4661
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2. Enrollment and Equity 2.1. School Enrollment
2.1.a. School Enrollment in 2013-2014
Maximum Enrollment allowed per
school's charter
Enrollment Count on First Day of School Year 2013-14
October 15,
2013 Enrollment
Count
Enrollment Count on Last Day of School Year 2013-14
# of Students who Left the
School During the 2013-14 School Year
(For any Reason)
# Returning Students to
the School in 2014-15 from
Previous School Year*
K 42 42 41 42 1
Grade 1 42 42 42 42 1 42
Grade 2 42 42 42 42 41
Grade 3 42 42 42 42 42
Grade 4 42 42 42 42 41
Grade 5 42 42 42 41 1 41
Grade 6 40 40 40 40 36
Grade 7 40 40 40 40 40
Grade 8 40 40 40 40 39
Grade 9
Grade 10
Grade 11
Grade 12
Total 372 372 371 371 3 322
* Returning students should be listed for the grade they will be attending in the 2014-15 school year. Please include all returning students. Those students being retained would be listed in their current grade. Those being promoted would be listed in the next grade up.
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2.2 School Demographics
2.2.a. School Demographics in 2013-2014 (*Based on October 15th ENROLLMENT COUNT) Total # Students Enrolled 371.2
# Free or Reduced Price Lunch Students
82
%Free or Reduced Price Lunch Students
22%
# Special Ed Students 14
% Special Ed Students 4%
# LEP Students 11
% LEP Students 3%
# White Students 2
% White Students 1%
# African American Students 331
% African American Students 89%
# Hispanic Students 30
% Hispanic Students 8%
# Asian Students 8
% Asian Students 2%
# Students in other ethnic groups 0
% Students in other ethnic groups 0
2.3 School Recruitment, Admissions and Enrollment a) Provide information regarding the school’s admissions lottery:
2.3.a. Admissions lottery
Date(s) and location(s) of admissions lottery for enrollment in 2014-2015 school year
Philip’s Academy Charter School participated in the One Newark enrollment program.
b) For the 2013-2014 school year (the first one as a private school converting to charter,) Philip’s Academy Charter School conducted its own lottery. We published application forms the first week in November. One form was required per applicant. Kindergarten families had until January 4, 2013 to turn in their applications. Families applying for grades 1 through 8 had until March 1, 2013 to submit their forms. Separate lotteries were conducted for siblings of current students, resident and non-resident applicants. Siblings of current students were chosen first and received preference for enrollment. Afterwards, resident applicants were selected. There were no remaining seats for non-resident applicants.
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Our kindergarten lottery was held on January 9, 2013. This lottery was conducted manually using index cards and a spinning cage. All index cards were pre-populated with the applicant’s name, lottery number and grade. As the names were pulled they were read aloud and recorded in Microsoft Excel; this process was done live and all guests were able to see the results from the big screen.
Due to the high volume of applications, our 1st through 8th grade lottery was conducted electronically on March 13, 2013. Everything was conducted live and families were able to view the results from the screen. Every applicant was assigned a lottery number which would be used during the lottery; no names appeared on the screen. The randomization of lottery numbers was done through the website called Random.org, which has been certified by a number of reputable independent organizations. We used their list randomizer program that allows the user to rearrange items in any list in a random order.
We hired an auditor from a Certified Public Accounting Firm for both lotteries who verified that all of the people who had submitted their applications online and manually were assigned lottery numbers and that they were included on the spreadsheet. The auditor observed all of the procedures to ensure that everything was done properly. We performed a mock lottery prior to the start of the real drawing so that families could observe what would take place. After explaining the lottery procedures to all guests we opened the floor up for questions. Once the lottery ended, families were able to check the lottery results on our website. We also sent out this information to families. Separate waiting lists were established and maintained for each grade level. Families that won spots during the lottery were sent email and postal mail communications which included a congratulations letter and a registration checklist. Kindergarten families had a deadline of February 1, 2013 to submit all necessary registration items. Families in grades 1 through 8 had a deadline of April 5, 2013. Registration items could be mailed or hand delivered. Only persons who provided the necessary proof of guardianship, proof of residency, immunization records, and proof of registration in a local school district were able to register their child(ren) in Philip’s Academy Charter School. After submitting the registration items parents also had to produce additional documentation as requested and required by law. This included, but was not limited to, proof of registration in local district (if not already provided), completed transportation form, various health forms and school district transfer card. Our staff was available to assist as needed. We maintained wait lists for each grade and used these to fill the few spaces that became available. c) School’s current admissions application Since the school participated in the One Newark enrollment system, it does not have an admissions application. d) Recruitment and Marketing Philip’s Academy Charter School serves Newark, Irvington and East Orange. Our website, www.pacsnewark.org has information about the school including enrollment. In order to reach the entire population that is eligible to attend the school, we sent a postcard (see appendix) to 12,000 families with children whose ages align with our grades in these three towns. We also created a brochure that we mailed to anyone inquiring about the school (see appendix.)
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We held Open Houses for prospective families on the following dates: September 17 September 21 October 16 October 19 November 9 November 19 December 12 December 14 Each Open House lasted approximately two hours. On average there were about 30 guests that attended each event. Guests were asked to sign up for an Open House via our website. Many guests RSVP’d in advance but we also had quite a few guests that were walk ins. Open House dates were published on our website and informational flyers were distributed via mail and email to early childhood centers in the area. We also attended the following events to promote the school: NPS School Fair - January 11 NPS School Fair - January 16 2.4 School Suspension /Expulsion Rate
2.4.a. School Suspensions / Expulsions
Total # Students Enrolled
Total # of Students (Unique Count)
Suspended
Total # of Students Expelled
K 42 0 0
Grade 1 42 0 0
Grade 2 42 3 0
Grade 3 42 2 0
Grade 4 42 2 0
Grade 5 42 5 0
Grade 6 40 7 0
Grade 7 40 3 0
Grade 8 40 5 0
Grade 9 N/A N/A N/A
Grade 10 N/A N/A N/A
Grade 11 N/A N/A N/A
Grade 12 N/A N/A N/A
Total 372 27 0
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3. EDUCATIONAL PROGRAM 3.1. Academic Performance
As newly formed Charter School in the first year of its conversion, Philip’s Academy took the NJ ASK assessments for the first time this spring and we are awaiting the results.
3.2 Mission-Specific Academic Goals Academic Goal I: 80% of the students attending Philip’s Academy will score as proficient or advanced proficient as determined by NJASK. Outcome: Immeasurable, as a first year charter school results of the NJASK will not be available until August of 2014 Academic Goal II: 60% of students will matriculate at competitive secondary schools. Outcomes: Total students: 40 Students in placement process 39 (one relocating to Florida) Independent/Private Day and Boarding School Placement * Deerfield Academy (MA) 1 Kent Place School (NJ) 1 Kent School 1 Middlesex School (MA) 1 Montclair Kimberley Academy (NJ) 1 Newark Academy (NJ) 1 Oakwood Friends School (PA) 1 The Peddie School (NJ) 1 Portsmouth Abbey School (RI) 1 St. Timothy’s School (MD) 2 Seton Hall Preparatory School (NJ) 5 Total: 16 *Financial and Scholarship Awards: $465,160.00 Parochial School Placement Benedictine Academy 1 Hudson Catholic School 2 Immaculate Conception High School 1 Kearney Christian Academy 1 Mother Seton Regional High School 1 St. Benedict’s Preparatory School 2 St. Vincent’s Academy 1 Union Catholic High School 4 Total: 13
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Public School Placement *Columbia High School (Maplewood/South Orange) 5 Irvington High School 1 Newark Technological School (Competitive) 1 Science High School (Competitive) 1
Total: 8
*National Blue Ribbon School with full complement of the 21 Advanced Placement Courses offered by the College Board. Charter Schools Paula Frieire Charter School (Newark) 1 University Academy (Jersey City) 1 Total: 2 Summary: Students placed at Competitive Private Day or Boarding Schools 29 = 75% Students placed at Competitive Public Schools 2 = 5% Students Placed at National Blue Ribbon Public Schools 5 = 13% Students Placed at Charter Schools 2 = 5% Other 1 = 2%
3.3. Curriculum
Philip’s Academy Charter School exists to provide a rigorous academic and moral education for students, enabling them upon graduation to be successful at selective secondary schools across the nation. This is accomplished with a curriculum that embraces environmental sustainability, technology as a learning tool, and analytical inquiry in an environment where―love is the basis of state. We strive to create within our students a love of learning, intellectual curiosity and a sense of duty to the community, thereby enabling them to make thoughtful and morally informed decisions throughout their lives. Instruction is student-centered while mixing experiential and project-based learning with traditional discussion-based inquiry, while fostering the development of human virtue. We seek to continue to be a progressive agent in education that will adapt to a changing world and with it, address ever more complex problems. Our intention is to have students feel together (community), but think for themselves (intellectual independence), rather than have those who think together while feeling alone. The curriculum at Philip’s Academy Charter School has been designed in harmony with the school’s mission to provide an outstanding all around education for the children of Newark, East Orange, Irvington and surrounding communities. At Philip’s Academy Charter School we are concerned about more than scope and sequence – what is taught and when. We believe that an awareness of our children’s life conditions, needs, hopes, and desires is essential in deciding upon and delivering what they should be taught. We believe that learning is predicated upon not only course content, but also methods of teaching, student-to-student and student-to-adult interactions, organization of the school day, classroom setup and more.
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Central to our academic discipline is the development of critical thinking, problem solving, and writing skills. Students are taught and encouraged to reason, inquire, and reflect in ways that help them develop a disciplined approach to their studies. Emphasis is given to providing students with motivational enrichment to be and become their personal best in all areas of learning. The curriculum is presented to students by subject matter that is on grade level and the grade level above. To ensure this is consistent with the New Jersey Core Curriculum Content Standards, teachers review the Standards each year and compare our curriculum goals to those set in the NJCCCS. Teachers also incorporate several of the standards for the grade level above into their curriculum to prepare students for the following academic year. Students who demonstrate academic ability in specific areas above those levels will receive lessons that are enriched by supplemental curricula to meet and challenge their needs. The basic tenets of the mission, objectives and goals are as follows: Academic rigor/pursuit of excellence, moral education, love-of-learning, meeting the needs of diverse learners, addressing children’s social and emotional needs, and reaching out to the world beyond Philip’s Academy Charter School. In creating curricula for each grade and subject area, administrators and teachers adhered to New Jersey’s Core Content Curriculum Standards. The NJCCCS were used as guidelines in developing each grade level program. Philip’s Academy Charter School’s believes that students need to understand the interconnectedness of subjects in order to fully absorb the meaning of their lessons and see how they relate to everyday life. For example, a third grade class may study fractions during a lesson on nutrition and foods historically important to Native Americans, thus combining math, health, and social studies into one lesson.
Statement of Compliance with Common Core Standards This statement is written in assurance that the school’s curriculum is aligned to Common Core State Standards, grades kindergarten through eight. Respectfully submitted,
Miguel J. Brito Executive Director
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4. LEARNING ENVIRONMENT / PROFESSIONAL ENVIRONMENT
Learning Environment Number or
Ratio
Attendance rate:
Elementary School 98%
# Middle School 98%
High School N/A
Student - teacher ratio 1:11
Professional Environment Number or
Ratio
Teacher retention rate (year to year) 95%
Total staff retention rate (year to year) 100%
Methodology - Attendance
Sum of all days attended divided by sum of all days enrolled. For example, if ten students were
enrolled in first grade for the entire 180 day school year, you would have 1800 days enrolled. If
those students missed a combined total of 90 days, you would have 1710 days attended divided
by 1800 days enrolled for an attendance rate of 95%.
Methodology - Student -Teacher Ratio.
# Students divided by # of teachers/teacher associates
Methodology - Staff Retention
# of teachers who remained divided by total # of teachers
Professional Environment Number or
Ratio Methodology
used
Frequency of teacher surveys and date of last survey conducted
Annual December 2013
Multiple choice and short answer
% of survey participation 80%
% of teacher satisfaction 86%
Main positive aspects identified in the survey Professional
Development
Main school challenges identified in the survey
Creating systems for ordering
materials
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5. PARENTAL AND COMMUNITY INVOLVEMENT
5.a. Parent Satisfaction Frequency of parents surveys and date of last survey conducted Scheduled for August 2014
% of survey participation (considering 1 survey per family) N/A
% of parent satisfaction N/A
Main positive aspects identified in the survey
N/A
Main school challenges identified in the survey N/A
Parent Involvement at the School
# Parents currently on Board of Trustees over total Board Members 4/12
Major activities/events offered to parents during 13-14 school year (list in bullets). Please, include # hours or frequency of the activity and % participation.
Event (Hours) Attendance %
Annual New Jersey Charter School Orientation (1) 70%
New Parent Orientation (1) 90%
Philip’s Academy Charter School Orientations (10) 70%
Grade Level Meetings (9) 50%
Multi-cultural Celebration (2) 90%
Black History Month Series (10) 60%
Graduation (3) 25% Assemblies (16) 10%
Major activities/events conducted by the parents to further the school’s mission and goals, such as fundraising, volunteering, etc. (list them in, bullets). Please include # hours or frequency, and % participation.
New Parent Orientation (2) 75%
Parent Organization Meetings (9) 60%
Grade Level Meetings (4-6) 60%
Family Field Day (8) 75%
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5.b. Community Involvement
Partnering organization Description of
the partnership
Level of involvement: # students or/and staff involved,
approx. # hours per month, resources involved etc.
EDUCATIONAL INSTITUTIONS:
William Paterson University Professional Development
All faculty – 8 hours/week –curricular meetings
University Heights Charter School Mentoring and workshops
Multiple staff members maintained relationship for guidance through our first year as a charter, as well as to open community workshops to UHCS families.
Schools That Can Professional Development
Monthly Workshops – 1-2 Faculty/month
New Jersey Charter School Fund Professional Development
Monthly Workshops – 1-2 Faculty/month
Newark Charter School Fund Community involvement
3 staff members attended monthly community meetings leading to roll-out of One Newark
COMMUNITY INSTITUTIONS: Newark Fire Department Educational Annual Assembly – All Students
& Faculty
Newark Police Department Educational Annual Assembly – All Students & Faculty
NJ Performing Arts Center Educational Annual Assembly – All Students & Faculty
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6. SCHOOL GOVERNANCE / LEADERSHIP 6.1. Board of Trustees Number of Board Members required in charter: 7
Current Board Members
Organizational Voting
Name Role Affiliation Status
Dale R. Anglin President Parent Voting
Cynthia D. Pullen-Thompson
Parent Voting
William D. Birch, Jr. Treasurer
Voting
Jennifer Robinson
Voting
Gary S. Debode
Voting
Tammie A. Reid
Voting
Edith A. Hunt
Voting
K. Anthony Thomas Vice President Parent Voting
Randall Kanter
Voting
Sara Mosle
Faculty Member Non-voting
Miguel Brito Executive Director Lead Person Non-voting
Migdalia Dale School Business Administrator Parent Non-voting
Board Meeting Dates
Meeting Date Board Members in Attendance 09/19/13 12 10/24/13 12 11/21/13 12 12/12/13 11 01/30//14 12 02/20/14 12 03/27/14 12 04/25/14 11 05/22/14 9 06/26/14 8
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New Board Members in 2013-2014 12 new board members
Dale R. Anglin
Cynthia D. Pullen-Thompson
William D. Birch, Jr.
Jennifer Robinson
Gary S. Debode
Tammie A. Reid
Edith A. Hunt
K. Anthony Thomas
Randall Kanter
Sara Mosle
Miguel Brito
Migdalia Dale
Board Training
1. Seven original members (all but Mr. Kanter and Ms. Reid) in Spring 2013 participated in half day New Jersey Public Charter School Association training held at the school.
2. Dale Anglin, board chair participated in NJPCS training (along with staff from the school) for new schools in spring 2013.
3. Four members took online Governance 1 training during the 2013-14 school year. 4. Anthony Thomas took Governance 2 and 3 trainings during the 2013-14 school year.
Active Committees
Committees: 2013-14
Finance: Chair Edith Hunt Policy: Chair Anthony Thomas
Teaching and Learning: Chair Jennifer Robinson Development: Chair Gary DeBode
Human Resources: Chair Randall Kanter
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Areas of Expertise
Area of Expertise Board Member
K-12 Education Jennifer Robinson
Legal issues Anthony Thomas
Fiscal oversight Edith Hunt
General management Dale Anglin
Real Estate/ Facilities Gary DeBode
Communications/ Outreach/ Negotiations Randall Kanter
Board Self-Evaluation: Scheduled for August 2014 School Leader Evaluation: Scheduled for August 2014 Number of Board Complaints in 2013-2014: 0 Main Achievements:
Successfully oversaw the opening of the school as a new charter school which was fully enrolled
Held monthly public meetings, that were governed by the Open Public Meetings law and kept minutes of all meetings
Adopted a wide variety of important policies.
Agreed to participate in the One Newark Plan for enrollment
Oversaw the finances of the school appropriately.
Critical Policies Adopted:
Harassment, Intimidation and Bullying
Staff and administration evaluation
Code of Student Behavior
Streamline Tenure
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Issues That Are Likely to Require the Board’s Attention in the Near Future:
Working with the school to analyze test score results and make adjustments needed
Implementation of Data Driven Instruction (MAP – Measure of Academic Progress)
Helping develop partnerships to help our changing population
School Calendar for the 2014-2015 School Year: included in appendix
6.2. School Leadership/Administration
Emergency Contact Information
Name Emergency Current # of Years
Contact Position in Current
Information
Position
Miguel Brito 201-310-3646 Executive Director 1 Mark Shultz 201-233-2498 Principal 1 Migdalia Dale 718-926-2009 School Business Administrator 1
Resumes for the school leadership / administration: See appendix.
Organizational chart: See appendix.
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Appendix
Enrollment Postcard
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Brochure (front)
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Brochure (back)
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School Calendar 2014-2015
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Resumes of School Leadership
Miguel J. Brito 290 Redmond Road South Orange, NJ 07079 [email protected]
Head of School
Educational Excellence/Visionary Leadership/Fundraising
Areas of Expertise Development, Capital Campaigns
Green School Construction, LEED Certification Green School Programming
School vision, Innovative Management Public relations
Disadvantaged/Minority Populations
EDUCATION University of Massachusetts Amherst, Massachusetts, B.A., Latin American History, 1971 Goddard College Plainfield, Vermont, M.A., Colonial African History, 1975 University of Coimbra Coimbra, Portugal, Portuguese Colonial History, 1975 Columbia University NY, NY, Teachers College, Klingenstein Center for Independent School
Leadership, Head of School Program, 2009
PROFESSIONAL EXPERIENCE Philip’s Academy Charter School, Newark NJ 6/2013 to Present Executive Director Philip’s Education Partners, Newark, NJ 6/2013 to Present Chief Executive Officer St. Philip's Academy, Newark, New Jersey 07103, 6/2000 to Present Kindergarten-Eight, 372 students, serving the city of Newark, 96% of population is African-American, 68% of operating budget is subsidized through philanthropic gifts and grants. Head of School, Chief Executive Officer Key Contributions:
Increase annual fund, $608,000 to $5,213,000
Pay off $14,000,000, 30 year mortgage in less than five years (2011)
Capital Campaign (announced at $7.5 million, completed $18,207,000)
Construction of new physical plant ($23 million) completed 1/2/07 (LEED, silver certified)
Increase student body 179 to 372
Seed-to-Table Sustainable Community Lunch Program
Rooftop school gardens and certified wildlife habitat
Photo-voltaic panels and electronic monitoring system available on every computer in the world
Kitchen Classroom for Healthy Living
ECO-SPACES Sustainable Green Living Curriculum
Center for Outreach and Research in Minority Achievement
Educational Planning Service (Parent/Family resources)
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St. Philip’s Summer High Achievement Academy
STARS and Explorers summer camps
Affiliate, Horizons National Program
Dwight-Englewood School, Englewood, New Jersey 07631 9/83 to 6/2000 Administrative
Director of College Guidance Director of Testing Grade Level Dean Director of Community Service Programs (84-86 and 95-96) Summer School (curriculum development and course design)
Teaching America Since 1945 United States History, AP Senior Research Seminar
Coaching (1983-1995) Middle School Football Varsity Girls’ Basketball Varsity Golf
The New Jersey SEEDS Program, Newark, New Jersey 6/1993 to 6/2000
The NJ SEEDS program is a non-profit academic program for academically gifted students from financially disadvantaged families. Graduates of the three-phased program are placed in independent schools across the nation.
Chairperson, Educational and Program Advisory Council Dean/Director Dwight-Englewood School site (summers, Saturdays) Admissions Committee (statewide) Curriculum Committee
Thayer Academy, Braintree, Massachusetts 9/1979 to 6/1983 Administrative
Director of College Guidance Director of Testing Chairperson, History Department
Teaching United States History, AP Economics, Sociology, World History.
Coaching Varsity Football, Varsity Basketball, Varsity Golf
United States Embassy, Lisbon, Portugal 6/1977 to 6/1979 General Directing Manager, English as a Second Language Program
Responsibilities American Language Institute, Lisbon (4,500 students) American Language Institute, Oporto (2,500 students) American Cultural Center, Lisbon Educational Testing Service Programs Aid for International Development Tutoring Program American Language Institute Library Liaison, Portuguese Ministry of Education
Portuguese National Junior Basketball Program 9/1977 to 4/1979 Coach St. George’s School, Newport, Rhode Island 9/1974 to 6/1977
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Administrative Assistant Dean of Students Assistant Housemaster, Third Form Dormitory Supervisor
Teaching American Studies, Economics, Twentieth Century Africa
Coaching Varsity Football, Varsity Basketball, Varsity Golf
New Bedford High School, New Bedford, Massachusetts 9/1971-6/1974 History teacher and coach
Professional Boards and Committees National Association of Episcopal Schools NY, NY 2007
Search Committee, Executive Director
Episcopal Diocese of Newark 2004-2006 Commission to Dismantle Racism”
Educational Records Bureau (ERB), NY, NY 2003 to present
Board of Trustees National Association of Episcopal Schools, NY, NY 2002 to 2008
Governing Board
Greater Newark Conservancy, Newark, New Jersey 2002 to 2008 Board of Trustees The Willow School, Gladstone, New Jersey 2002 to present Advisory Council Gill-St. Bernard’s School, Gladstone, New Jersey 2002 to present Board of Trustees The College Board 2001 - 2003
Committee on the Usages of SAT Test Scores and Related Data
Englewood Community Foundation 1998 to 2002 Board of Trustees Chairperson, Committee of Youth and Community Education
Independent Teaching Project, Philadelphia, PA 1997-2000 Board of Trustees, This non-profit corporation recruits, prepares and mentors teachers of
color for careers in independent schools National Merit Scholarship Corporation Selection Committee 1997-2000
This committee selects the 2000 winners of the National Merit Scholarships among the finalists from the NMSQT/PSAT program)
The College Board: the College Scholarship Service Committee 1997-2000
This committee oversees the policies of the College Scholarship Service, sets the agenda for the College Scholarship Assembly, and provides advice to the Board of Trustees and the College Board staff. It is an elected position based on a national ballot of College Board Members.
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The College Board: the SAT Review Committee 1991- 1998
This committee works directly with the Educational Testing Service on the development
of the SAT. The committee’s specific charges are to review the test and its specifications,
the monitoring of the test for its purposes, and the improvement of communications with
the public about the test’s proper interpretation and use.
SELECTED PRESENTATIONS OF NOTE
New Jersey Department of Health, Annual meeting, “Nutrition, Physical Activity and Obesity” Mercersville, NJ Featuring “NJ Pioneers in Obesity and Chronic Disease Prevention” 1/2010
The Eco-SPACES Program at St. Philip’s Academy United State Senate Help Committee Briefing, Washington, D.C. 4/2009 Green Schools and Healthy Food Service Community Foundation of Washington, D.C. 10/2008
Green School Building and,Seed-to-Table Food Service
NAES Biennial Conference, Washington, D.C. 11/2004 Leadership and Governance Institute, Faculty “The Administrative Team in an Episcopal School”
NAES Biennial Conference, Houston, Texas 11/2002
“Urban Independent Schools”
New Jersey Seeds, Peddie School, Hightstown, NJ 8/2001 Graduation speaker National Forum of the College Board, Orlando, Florida 10/1998 “Colliding Values with Students Caught in the Middle” National Forum of the College Board, Chicago, Illinois 10/1997 “Ethics in Financial Aid” SSATB, Annual Meeting, Phoenix, Arizona 10/1997 “Dealing with Difference in the Secondary School Admission Office” National Admission Colloquium, College Board Washington, D.C. 10/1996
“Admissions and Financial Aid Working Together: Opportunity or Chaos?”
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Migdalia Dale, CPA
29 Wayland Drive Matawan, New Jersey 07747
Home: 732.566.1707; Work: 973.624.4661
E-mail: [email protected]
EXPERIENCE:
SCHOOL BUSINESS ADMINISTRATOR
Philip’s Academy Charter School, Newark, New Jersey July 2014 to present
Manage the day-to-day operations of the Business Office (general accounting, purchasing,
accounts payable, human resources).
Responsible for cash management.
Prepare, administer and monitor a $4M instructional, operating and capital budget.
Update and maintain the CDK general ledger system.
Investigate and reconcile discrepancies in the general ledger. Act as liaison between departments
and the Business Office.
Coordinate Department of Education reporting and filings.
Supervise annual audit.
Implement internal control procedures to ensure the accuracy and relevance of financial data.
Establish goals and objectives for the Business Office and ensure that they are met.
Supervise a staff of two.
CONTROLLER
St. Philip’s Academy Newark, Inc. Newark, New Jersey ($6M not for profit, independent K-8 school)
July 2006 to June 2013
Managed the day-to-day operations of the Business Office (general accounting, student
receivables, purchasing, accounts payable, human resources).
Responsible for cash management. Prepare a daily cash report. This report helps to monitor cash
and helps with strategic planning.
Prepared financial projections for the creation of new academic programs and for management
decision-making.
Prepared, administered and monitored a $6M instructional, administrative and capital budget.
Update and maintain the Financial Edge general ledger system.
Investigated and reconciled discrepancies in the general ledger. Act as liaison between
departments and the Business Office.
Supervise annual audit. Draft audit report.
Implemented internal control procedures to ensure the accuracy and relevance of financial data.
Implemented internal control procedures in the Accounts Payable and Accounts Receivable
Departments to ensure prompt and accurate billing and payments to clients and vendors.
Established goals and objectives for the Business Office and ensure that they are met.
Supervise a staff of two.
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CONTROLLER
School of VISUAL ARTS, Inc. New York, New York ($100M for profit, proprietary Art College)
February 1998 to July 2006
Managed the day-to-day operations of the Finance Department (general accounting and accounts
payable).
Supervised monthly closings and prepare monthly consolidated financial statements in
accordance with GAAP.
Responsible for cash management. Prepare a daily cash report. This report helps to monitor cash
and helps with strategic planning.
Prepared financial projections for the creation of new academic programs and for management
decision-making.
Prepared, administered and monitored a $50M instructional, operating and capital budget.
Monitor a $50M salary budget.
Updated and maintained the Colleague general ledger system.
Investigated and reconciled discrepancies in the general ledger. Act as liaison between
departments and the Finance Department.
Coordinated external filings and reporting - commercial rent tax, sales tax, real estate filings and
Department of Education filings.
Coordinated and resolve all external audits – sales tax, unclaimed funds, IRS.
Supervised annual audit. Draft audit report.
Assisted tax accountants with preparation of annual tax return.
Implemented internal control procedures to ensure the accuracy and relevance of financial data.
Implemented internal control procedures in the Accounts Payable and Accounts Receivable
Departments to ensure prompt and accurate billing and payments to clients and vendors.
Established goals and objectives for the Finance Department and ensure that they are met.
Promoted to Controller in May 1999.
Supervise a staff of seven.
ACCOUNTING MANAGER – Caribbean S.I.T.A. (Societe Internationale De Telecommunications Aeronautiques), Bohemia, New York
June 1997 to February 1998
Responsible for the accounting and administration of fifteen countries with separate books,
different laws, different filing requirements and different local currencies.
Monitored compliance with US GAAP and implemented applicable policies and procedures.
Performed monthly closings. Performed general accounting functions.
Updated and maintained the Regional Accounting System (RAS) general ledger.
Investigated and reconciled discrepancies in the general ledger. Acted as liaison between
countries and the Accounting department.
Analyzed balance sheet and profit and loss a0ccounts.
Prepared Monthly Budget Comparison (MBC) report to monitor budget to actual variances over
$5,000.
Coordinated external reporting and filings.
Assisted independent auditors with annual audit.
Supervised a staff of two.
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ASSISTANT CONTROLLER
The Carlyle Hotel, New York, New York
October 1995 to May 1997
Performed monthly closings and prepared financial statements with detailed explanations for
variances over $1,000. Performed general accounting functions.
Updated and maintained the Computer Lodging System (CLS).
Investigated and reconciled discrepancies in the general ledger. Acted as liaison between outlet
departments and the Accounting department.
Prepared two annual budgets utilizing zero-based budgeting. Monitored budget to actual
variances.
Analyzed balance sheet and profit and loss accounts.
Maintained inventories and performed monthly physical counts. Prepared monthly and year to
date inventory usage analyses.
Prepared Food & Beverage cost statistics.
Updated and maintained fixed assets on FAS for Windows and recorded monthly depreciation.
Assisted independent auditors with annual audit.
Supervised a staff of four.
SENIOR ACCOUNTANT, OFFICE OF THE TREASURER
The College Board, New York, New York
September 1992 to September 1995
Assisted in monthly closings and preparation of financial statements. Performed general
accounting functions.
Updated and maintained the SOTAS general ledger system.
Investigated and reconciled discrepancies in the general ledger. Acted as liaison between
program departments and the Finance department.
Prepared budgets and financial projections.
Prepared monthly budget variance reports with detailed explanations.
Updated and maintained salary/benefit budget database on Microsoft Access 2.0. Acted as
liaison between Human Resources and the Finance Department.
Updated and maintained fixed assets on FAS2000.
Audited and authorized the release of account payable system generated checks.
Monitored the financial progress of externally funded projects for compliance with the terms of
the governing grant or contract documents.
Maintained appropriate internal controls over projects funded with external funds.
Utilized Lotus 1-2-3 and Excel to summarize staff activity reports. Recorded and monitored staff
activity chargeable to federal grants.
Assisted independent auditors with the A-133 audit. Monitored sub recipient reporting
for compliance with government grants.
Coordinated and supervised special projects and prepared analyses as requested.
Utilized Microsoft Access 2.0 to design and install salary/benefit budget database.
Installed and utilized FAS2000 to monitor fixed assets.
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SENIOR AUDITOR, AUDIT STAFF
Mitchell/Titus & Co. CPA’S, New York, New York
May 1989 to August 1992
Conducted financial audits of not-for-profit, government and commercial organizations.
Documented and evaluated internal control systems.
Prepared financial statements and management letters for audit engagements.
Planned fieldwork and supervised staff.
Utilized Lotus 1-2-3, Pre audit, FAST, WordPerfect, Harvard Graphics and Easyflow for audit
and report presentations.
SENIOR AUDITOR, AUDIT & ANALYSIS UNIT
Metropolitan Transportation Authority (Office of the Inspector General) New York, New York
June 1986 to May 1989
Conducted operational and financial audits of the MTA and its constituent agencies.
Conducted interviews and inquiries of agency executives and officials.
Developed audit programs and prepared audit workpapers.
Supervised junior auditor and coordinated fieldwork.
Assisted in writing audit reports detailing audit findings and recommendations.
Utilized Lotus 1-2-3 and dBase III for audit analysis.
Analyzed overtime practices and recommended cost saving measures to curtail $3.2 million in
excessive overtime payments.
Reviewed productivity standards at bus depots operated by the New York City Transit Authority.
Recommendations led to a system-wide reevaluation of maintenance procedures and productivity
standards.
EDUCATION Pace University
BBA, Business Administration, May 1985 LANGUAGE SKILLS Fluent in Spanish COMPUTER SKILLS Windows - Excel, Word, Access; Filemaker Pro, PowerPoint
CERTIFICATION New Jersey School Business Administrator Certificate
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