BERKWOOD HEDGE SCHOOLAnnual Report

2013-2014

Mission Statement

Berkwood Hedge School provides a hands-on developmental curriculum that promotes deep and intuitive learning. Students achieve academic excellence by becoming critical thinkers and creative problem solvers.

Our teachers meet the needs of every child, inspiring a joy of learning, academic success, intellectual excitement, emotional well-being, and creativity. Students leave Berkwood Hedge prepared for success in middle school and beyond.

Our small cooperative community of students, families, and educators shares a commitment to preserving the envi-ronment and promoting social justice within both the school culture and the larger community. We are committed to strengthening diversity of all types, including cultural, ethnic, racial, learning style, economic, gender, and family structure.

Board of Directors 2013-2014

Marianne BurkheadElisa EdwardsRachel GoodenowTom Mayhew, incoming ‘14-15 TreasurerSarah Moore. SecretaryEduardo Morell, TreasurerErica RyanCarolyn von Behren, President

Ending Their Terms 2014Marianne BurkheadRachel GoodenowMary HillErica RyanKayoko Yokoyama

Joining the Board in 2014-2015Vera BalarinEvan McDonaldAudrey Martin, SecretaryTom Meyer, Vice PresidentSheetal SinghPatricia WestLauren Westreich

Head of SchoolLove Weinstock

Dear Berkwood Hedge Community,

Each year our parents, our board mem-bers, and our staff come together to sup-port our learning community with gifts of time, talents, and treasures – in the library, admissions, committees, classrooms, the Spring Celebration, the Teach-In, sign-ups, and so much more.

Our school continues to be financially stable and has benefitted from two years of 100% current families, staff, and board participation in our Annual Fund cam-paign. We also appreciate the generous donations from our alumni, grandparents and friends. Our 100% participation, combined with the generosity of friends and family, speaks to our community’s deep commitment to our school. The 2013 - 2014 Annual Fund raised almost $93,000, the highest amount raised in the history of the school thus far!

Our Spring Celebration and Auction party at the David Bower Center raised almost $14,000! We are humbled and thankful for this level of support toward the long-term financial health and stability of our school. Your support pro-vides the inspiration for our teachers and staff to create extraordinary learning experiences for our children.

Every day our children engage in dynamic and relevant curriculum and enrich our community with an unwavering enthusiasm for learning. Our children continue to inspire us with their courage, empathy, creativity, and intellec-tual curiosity – from writing and publishing personal memoirs in the upper grades to a year-long thematic study of change in the EARTH class to researching and presenting bird facts for the science fair in the SPIRIT class to the Full Belly Farm trip in the AIR class.

We honor our community and our dedicated and talented teachers who guide, nurture, create, and celebrate our children each day.

Thank you!

Love WeinstockLove Weinstock Head of School

Carolyn S von BehrenCarolyn S. von BehrenBoard President

Message from our Finance Committee

The school’s financial results for the 2013-14 school year were good. The school budgets conservatively and had projected a moderate deficit. A combination of better than expect-ed fundraising and careful review of expenses across a number of categories resulted in a break-even year, before accounting for site improvements. (About a $2,000 operating deficit on overall income/expenses of $1.74 million, or 0.1%). Including capital expenses (site improvements, acquiring technology and other equipment that is used over a period of years), the school had a net deficit of approx-imately $35,000 before depreciation, and so used only a small amount of the school’s financial reserves. Unlike most independent schools, Berkwood Hedge owns its site free and clear, and has no debt. We want to continue to ensure that we have the resources to continue and improve our strong program. We appreciate the Berkwood Hedge community’s commitment to sustaining the school. We thank you for giving generously to the Annual Fund.

Letter from our Head of School and the President of the Board

2 3

Expenses

Salaries and Benefits 1,415,060Plant and Maintenance 78,394Instructional 68,339Administration 114,624General 64,632

Total Revenues 1,741,048

Salaries and Benefits, 1,415,060, 81%

Plant and Maintenance, 78,394,

4% Instructional, 68,339, 4%

Administration, 114,624, 7%

General, 64,632, 4%

Expenses 2013-2014

Salaries and Benefits

Plant and Maintenance

Instructional

Administration

General

FINANCEExpensesFinance

Revenues

Tuition and Fees, net 1,562,386Fundraising 130,865Investment 21,263

Total Revenues 1,714,515

Fundraising

Annual Fund 92,829Auction 13,673Other 24,363

Total Revenues 130,865

Tuition and Fees, net, 1,562,386, 91%

Fundraising, 130,865, 8%

Investment, 21,263, 1%

Revenue Sources 2013-2014

Tuition and Fees, net

Fundraising

Investment

FINANCERevenue

4 5

Melly Family FoundationGottesman-Biddle FoundationKayoko Yokoyama and Daniel RaskinRemi AbbasSarah and Don MooreRachel Goodenow and Obie GreenbergEduardo Morell and Tamsen FynnMartin and Elisa EdwardsCarolyn and Rob von BehrenDanica TruchlikovaMary and Paul HillMatti Fromsen and Tom MayhewBarry LebowitzHeather HalprinLauren Westreich and Bob EmersonDeanne BurkeRudolph BrooksAlena CowanJeannie McKenzieMarianne BurkheadEmily EsguerraRobert and Rachel GlaeserKathleen and Ron CooperElizabeth Anne EmersonBilly KarpMarguerite Conrad and Kurt RegasPhyllis G. PotterDebbie LloydLove Weinstock David Weisz and Caryn RybczynskiZappo DickinsonOliver BiddleMickey Butts and Val CipolloneCharles R and Judith E RobertsJoe Petzel and Frances BailinGreg White and Nishi WiseMaria Carrillo and Gerd KochendoerferChristopher Cherney and Natasha BellVanessa Lowe and Kent SparlingCarol CarvalhoEliza Finkelstein and Alexis LaurentHeather HougeySeema PatelLee Tempkin and Nancy NashStephanie RubinAmy FerberMari MendoncaLara Wright and George PalenTiffany Romain and Paul MuellerPenn Phillips and Julianna PhillipsMary Stewart and Danny ZolotowPaul Steckel and Marlene MorrisJason Taylor and Marianna GreenFranziska Marks and Andy StevkoSiu Yung and Alma WongLoxie HoshinoIvan Amodt and Bonniee MookherjeeEdythe BooneSherman and Paula RaskinSandra CramerDiana StewartKarolyn StenlundPeter Vanarsdale

Darlene MayhewDeborah DyerShelly and Bill LynchMichael TalkovskyDeborah Machta and Edward LammerDavid Channer and Jessica RattnerMartie MogensenHeine and Janaki CostelloElisabeth BeldingScott and Alexis MagidsLinda KrollHugh Globerson and Rose LambEvelyn and Neil AronsonAmadis Sotelo and Patricia WestElizabeth and Shannon RiehleErica RyanFelice and Vera BalarinKaren BurksDavid Mager and Lisa CarvalhoJulia and Larry ChambersArthur ReingoldTom LentAndrea HartSandra and Paul BrumbaumMaria Troy and Thompson OwenLawrence Goldman and Patience HammondAnne and Conn HallinanSally CameronRhea and Rajan DevGeorge Bulkeley and Hilary KraneAlexander Family TrustKeasley Jones and Autumn StephensRichard and Julia QuintBhagwant and Shawinder BrarMargery Trevorrow TrustChanning MillerHanan MasriDavid and Caroline FromsonJoyce Romano and Walker Brents IIIDavid and Carla RiemerJoshua Blatt and Andrea ZirmanStephanie ThomasJan Magids and Jack Steven MagidsCarol and Ronald GoodenowSusan RimermanMatthew LangenthalJoshua M. Langenthal and Diane HalbergNoah Lebowitz and Tracy HollanderLynn TunstallPhilip Hilton and Stephanie Sisk-HiltonAllan and Fern EisenbergThomas and Lauren PurcellChristine and Evan McDonaldJacob and Freya FuchsFrancis M FryscakKalen MeyerLaura Congdon and Kelly MartinMatthew Gibbs and Ondine BoulterRonald VogrinAjuaSteve Randall and Rhonda BennettAngela JerniganMirah Moriarty and Rodrigo Esteva

Kemmeo and Aaron ParrJuan M Gril and Laura De La TorreAndrew Cameron and Jiyun Cameron LeeDeb Christy-Damon and Ryan DamonChrista Aboitiz and Gary WolfMartha Vujovich and Jim GibbsJay FeldmanKathleen Sharp (In memory Alita Rosenfeld)Emeline Owen OrloffSheetal Singh and Jonathan LarsonRebecca Husband and Tom MeyerChelsea Cooper and John ClarkeIrwin and Barbara KremenShawn and Erica KovalGiuliana Gavilano and Raul OchoaKathleen Farnady and Philip StevensRhea IrvineNancy and Charlie RobertsHolly Sherratt and Tom HertensteinChalyn NewmanKatarzyna Zacha and Salathiel BluittLaura Davis and Andrew GruverRoderick Uribe and Eva DengKathleen Fitzpatrick and Andrew JervisIlan and Yael ShamirKathy and Bob GossJennifer Kirkland and Jamuel StarkeyKristen and Nate BrooksKeysha AlexanderKristina Whitney and Adam KremenJames Gibbs and Martha VujovichRosa Urrutia-Morell and Rene MorellRich Entenman and Cara EisenbergSherwin ChewPatricia Rojas-Zambrano and Cosmin GheorgheArpy Khatchirian and Faraaz MirzaAimee Van Dragt and Keith HeinzelamnJessica Murphy-TrueConcepion and Carlos SumulongKim and Rosy AronsonSenait KifleDanard Coleman and Ronesha Norwood-Cole-manJane & Lorenz CostelloCarmen FraserRose Griffin and Sean RomoIsrael & Mollie Myers FoundationJason MorteJewish Community Endowment FundKristen and Gerald LewisMary MatambanadzoNovartisPearsonSalesforce.comAckerman’s Servicing Volvos, Inc.Bank of America

100% ParticipationThank You