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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 dranglin2003@yahoo.com

Board President phone number 1.973.792.9200

Name of School Leader Miguel J. Brito

School Leader email address mbrito@pacsnewark.org

School Leader phone number 1.973.624.8194

Name of SBA Migdalia Dale

SBA email address mdale@pacsnewark.org

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 brito48@yahoo.com

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: mignjnj@optimum.net

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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