TMS Annual Report 2018/2019

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ANNUAL REPORT

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Message from the Chair of the Board of Trustees

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Message from the Head of School

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Message from the Chair of the Finance Committee

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Consolidated Statement of Operations

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Consolidated Statement of Financial Position

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Building our Significance

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Annual Giving

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The Gift of Time

Our Mission TMS delivers a seamless, internationally-acclaimed educational experience designed to inspire and challenge students to discover the best of who they are and to achieve their full potential.

Our Vision To be embraced as an outstanding school with an unparalleled educational experience.

Our Promise TMS enables each student to define and realize success in university, career and in life through our unparalleled educational experience.


MESSAGE FROM THE CHAIR OF THE BOARD OF TRUSTEES

It is a privilege for me to write on behalf of the Board of Trustees. It is our role, partnering with the School leadership, to serve the TMS Community. The Board is made up of committed volunteers who offer our experience and skill sets in an effort to ensure the long term health of the School we all care for. Being strategic and forward thinking allows TMS the best chance to develop its vision, a vision we believe in.

As I look back over the last year, I am proud to see some clear evidence that TMS is thriving. Our student numbers are at an all-time high, in fact we are effectively full. Applications to TMS continue to grow year on year. You, our parents, have shown huge support of the strategic work of the School through your giving – the Board very much appreciates that generosity. And emerging beautifully and soon to be opened is our new construction at the Lower School. Not only will the building offer amazing programmatic and community space, but it will also add to the gravitas and sense of place we believe TMS merits. Most importantly, the work we do as a Board is in support of our students. It is our desire that each year you continue to see the strategy of the School to create an environment in which our students’ journey through TMS gets better and better. To this end, on behalf of the Board, I want to thank our Head of School David Young and the staff and teachers for the enormous work and deep care they commit to our students every day. This is the essence of our School.

This report reflects our desire to be transparent and to share the success of the last year with you. Thank you for all your ongoing support.

Greg Kanargelidis Chair, Board of Trustees

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MESSAGE FROM THE HEAD OF SCHOOL

Our theme this year has been “Strong back, soft front, wild heart”, which is a Brené Brown quote that captures our desire to build in our students’ three critical mindsets – a mindset of Resilience, a mindset of Positivity and a mindset of Entrepreneurial Thinking.

In a rapidly changing world, and receiving excellent feedback from our amazing graduates, it is ever clearer that we need to equip our students with more than excellent academics. Alongside their academic abilities, they need personal traits that give them the ability to proactively and independently face the challenges and seize the opportunities before them.

It has been a real joy for me to see the ways this thinking has infused the work of the School and impacted our students and the manner in which they have increasingly applied these mindsets to their work. It has also been rewarding to see how our School community has collectively manifested these same three mindsets and the powerful impact that is having on the trajectory of TMS. We have shown real community resilience as we put our shared efforts and sacrifices towards the construction of our new entrance and double gym. By the time you read this report, construction will be completed. We managed this due to our collective efforts in together raising $2 million. We have shown a community mindset of positivity, drawing more and more families into our community. The feeling has been 2

palpable. It was so lovely to see the outcome of developing such a positive culture come together at our Gala in May. It was a gorgeous celebration of a community we care so much about.

And lastly, we have shown we are a community that has a mindset of Entrepreneurial Thinking. Entrepreneurial Thinking, as we understand it, is the ability to be nimble and flexible when faced with challenge, to consider unique, innovative ways to move forward an idea, to network believing a group can offer better solutions and supports, to be curious and engaged. It has been my privilege to meet with family after family, parent after parent willing to partner with me in thinking about how to make our school better. I have appreciated your ideas, your support and networks and your curiosity about how best to create a journey for our students that is excellent. The outcomes of your Entrepreneurial Thinking and partnership are woven into the fabric of the landscape at TMS in a manner that doesn’t exist elsewhere. I am humbled by your support. Thank you.

However, I know we have more we can do for our students and for this community. This report is a snapshot that provides a view of an incredibly successful year at TMS. I urge your continued support of TMS, believing we have only just begun.

David Young Head of School


MESSAGE FROM THE CHAIR OF THE FINANCE COMMITTEE

TMS is an independent not-for-profit school that offers a powerful educational journey for students within a uniquely-designed framework combining the Montessori and IB programs.

These summarized financial statements were prepared from the information contained in the annual consolidated financial statements for TMS that is audited by BDO Canada LLP. The annual financial statements were prepared in accordance with Canadian accounting standards for not-forprofit organizations.

The Finance Committee assists the Board in carrying out its fiduciary responsibility by approving the annual operating and capital plans, monitoring the financial results of the School on an ongoing basis and ensuring that the long-term financial strategy is closely aligned with the overall Strategic Plan. The financial stability of the School remains the primary focus of the Committee. The 2018-19 operating results were excellent, with strong enrolment levels across all grades driving a healthy operating surplus. Prudent fiscal management and careful cost control allow TMS to operate with no debt. The Lower School expansion will be completed by the end of 2019 and we look forward to unveiling the new Main Entrance, Atrium and Gym in early 2020. We are grateful that the Building our Significance Capital Campaign reached its fundraising goals, through the generosity of the TMS community.

With the completion of this first significant building phase, we now turn our attention to the Upper School, where plans are in place to expand the facilities to provide a new Dining Hall, along with expanded learning spaces. Operational funds are primarily designed to cover academic spending, so the continued support by our families of Annual Giving and the Capital Campaign is vital and greatly appreciated. As a reminder, these charitable donations are tax-deductible and as such, are a very effective way for families to assist TMS.

Deborah McMillan Chair, Finance Committee

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Consolidated Statement of Operations (For the year ended June 30, 2019)

Revenue Revenue Type

Expenses

June 30, 2019

Tuition Fees

June 30, 2018

19,668,507

18,234,688

Registration Fees

772,691

595,000

TMI Fees

523,332

549,856

Program Fees

919,281

1,070,170

Donations and Fundraising

279,072

Investment Income Rental/Sundry Total Revenue

Expense Type

June 30, 2019

Academic

June 30, 2018

10,963,475

10,716,627

Administrative

3,890,755

3,823,107

Facility Management

1,387,437

1,277,186

TMI Expense

660,804

652,907

160,682

Program Expense

789,776

947,410

279,527

308,738

Financial Aid

200,050

248,915

305,257

258,879

Amortization

905,717

681,204

22,747,667

21,178,013

18,798,014

18,347,356

3,949,653

2,830,657

Total Expenses

Excess of Revenue over Expenses

Consolidated Statement of Financial Position (As of June 30, 2019)

Assets Asset Type

June 30, 2019

June 30, 2018

14,412,157

10,923,624

Accounts Receivable

221,443

70,895

GST Recoverable

480,061

125,770

Prepaid Expenses

106,453

74,767

3,979,468

7,619,015

Capital Assets

34,582,423

29,111,170

Total Assets

53,782,005

47,925,241

Cash & Short Term Investments

Long-term Investments

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Liabilities Liability Type Accounts Payable & Accrued liabilities

June 30, 2019

June 30, 2018

3,649,060

2,804,663

13,685,791

12,887,544

1,758,026

1,493,559

Total Liabilities

19,092,877

17,185,766

Net Assets

34,689,128

30,739,475

Deferred revenue Deferred Capital Contributions


BUILDING OUR SIGNIFICANCE Capital Campaign Update

Thank You! Anonymous TMS Family Bajaj Family A. and J. Baldassarra and Family M. and M. Baldassarra and Family Campione Family Cortellucci Family Coyle and McCann Family Dell’Elce Family Doobay Family Durisin Family Fazel Family Fiorini Family Foti Family Galati Family Giardina-Papa Family

Building our Significance means providing a venue within which students, families and staff can thrive. At TMS, this means developing intentional spaces through which excellence in learning can occur in ways that realize TMS’ vision and values. During our 2018-2019 Academic Year, our Phase 1 expansion and redevelopment made incredible strides. We successfully reached our fundraising goal of $2 Million in support of this incredible first phase of the campaign. TMS would like to thank all donors who have supported our Capital Campaign, with a special mention of those families who have made leadership gifts (over $25,000) toward Building our Significance.

Guglietti Family Holmes Family Kanargelidis Family Lew Family Lo Family Ma Family Mo Family Muzzo Family Niem Family Anonymous TMS Family Rubino Family Singh Family Sodeifi Family Sonego Family Tomasso Family

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Annual Giving is a way to financially support a specific need at the School. In the 2018-2019, all Annual Giving donations supported the Building Our Significance Capital Campaign through the ‘Year of the Build’ Challenge.

ANNUAL GIVING

We would like to thank the following individuals for their support of the Annual Giving program:

Thank You!

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G. Adams and Family H. Adams and Family L. Adams and Family Y. Ai and Family S. Ali and Family Alves Family Aronovitch Family Ball Family L. Bibin and Family Bigdeli Family Bowes Family Bregman Family Bryson Family Budd Family X. Cai and Family Campolucci Family Cantor Family Caren Family Cartwright Family Caudert Family Champsi Family Chan Family B. Chang and Family G. Chang and Family S. Chang and Family Chan-Kong Family Chen Family D. Chen and Family L. Chen and Family M. Chen and Family P. Chen and Family Cheng Family Cheung Family Choo Family

W. Chuen and Family Chukwueke Family Cooper Family Cordner Family Coyle Family Dalakis Family Daljeet Family Dawood Family de Mello Family Dias Family Donaghy Family Dong Family Dos Santos Family Eastwood Family Fan Family F. Fan and Family Z. Fang and Family Fazzari Family Ferreidooni Family Filippova Family Franklin Family Fusco Family Gaudio Family Ghaderi Family Ghassai Family Gold Family Goldberg Family Gowanlock Family Gram-Barclay Family Groff Family Guido Family Guo Family Habib Family Hanimyan Family

Hassan Family He Family L. He and Family Y. He and Family Heino Family Holmes Family Hosing Family Hosseini Family D. Huang and Family L. Huang and Family Hurley Family Hussain Family Hutchinson Family Iyengar Family Jeyaranji Family Ji Family Peimin Ji and Family L. Jiang and Family Jiao Family S. Jiao and Family D. Jie and Family Y. Jin and Family Kai Family Kanargelidis Family Karthitiyayani Family Kazura Family Kianian Family Kim Family Kingsmill Family Kyeremeh Family Laehnemann Family Lai Family K Lam Family W. Lan and Family

L. Lang and Family Langenhoven Family Lau Family M. Le and Family Lee Family S. Lee and Family Leyser Family Li Family F. Li and Family J. Li and Family T. Li and Family Y. Li and Family Liang Family Z. Liang and Family Lifang Family Lin Family V. Lin and Family Liu Family B. Liu and Family G. Liu and Family Locilento Family Lu Family Luthra Family Ma Family C. Ma and Family R. Ma and Family Macdonald Family A. Makos and Family D. Malcolm and Family D. Ma and Family Y. Mao and Family Marks Family Marles Family Marshall Family


Martin Family Martins Family Masood Family McInnes Family McLean Family McLean-Beck Family McMillan Family Mehmood Family Mehta Family Mirhosseini Family Mo Family Moghaddassi Family Mohit Family Moricz Family Moussa Family Nezarati Family Ng Family N. Nguyen and Family Ng-Willis Family Niem Family Niu Family O’Brien Family Oloh Family O’Seasnain Family Ou Family Ozmisir Family Pacitto Family Pastoor Family Pesner Family Poon Family Priolo Family S. Qian and Family A. Qin and Family Qiu Family

J. Qiu and Family Ramesh Family Raponi Family Reid Family C. Reid and Family W. Reid and Family Renz Family Reynolds Family Rotolo Family Rovazzi Family Rubino Family Samant Family Sconza Family Seamone Family Sesmun Family W. Shen and Family C. Y. Shen Family S. Singh and Family C. Siu and Family Sivarajah Family Small Family Somani Family Song Family R. Song and Family Soo See Family Sultana Family Sun Family J. Sun and Family Tabloie Family Tai Family S. Tan Family Tejani Family Tenhagen Family Thacker Family

Thevarajah Family S. Thomas and Family T. Thomas and Family Tian Family L. Tian and Family Y. Tian and Family Tin Family Tirmizi Family Tomasso Family Torabitekyeh Family Tran Family Tripathi Family W. Tse and Family Tuason Family Turnbull Family Vijay Family Villano Family Walker Family Wang Family J. Wang and Family L. Wang and Family Q. Wang and Family T. Wang and Family X. Wang and Family Y. Wang and Family Warren Family Wei Family M. Weng and Family Werner Family Willis Family Winkley Family Wong Family J Wong and Family Wu Family

T. Wu and Family Xi Family Xiong Family L. Xiong and Family B. Xue and Family D. Xu and Family Yang Family K. Yang and Family Yannakis Family Yeung Family Yik Family S. Yin and Family Yip Family J. Yip and Family D. Young and Family Youssef Pour Family Yu Family Yuan Family Yuan Family Zhang Family J. Zhang and Family M. Zhang and Family R. Zhang and Family Y. Zhang and Family Zhao Family W. Zhao and Family Zheng Family S. Zheng and Family O. Zhou and Family

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Time is a way to define and celebrate meaningful volunteer opportunities. We welcome the involvement of parents to help with a range of activities and events and to be active participants in the daily life of the School. Each day the experiences of the students at TMS are enriched by the involvement of our countless volunteers. TMS wishes to thank all the parents, alumni, staff, students and friends who have given so readily of their time and expertise. We would like to recognize all our dedicated volunteers who devote a Significant amount of time.

THE GIFT OFÂ TIME Volunteering at TMS

Thank You! Classroom and Grade Representatives TMS recognizes and appreciates the efforts of parent volunteers who have worked throughout the 2018-2019 academic year to keep TMS families informed of the many classroom and school-wide initiatives at both campuses of TMS. They are: Jenn Chen May Cheung Caroline Chong Yen Maria Churchill Nicole Cortellucci David Dancey Nalini Doodhnauth

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Pia Galati Angela Groza Karen Hencher Melody Holmes Victoria Jurincic Joanie Kan Coral Komor

Claudia Lee Joanne Li Alexandra Makos Saadat Naghshbandi Zahra Nozari Daniela Pacitto Jennifer Redmond

Leila Riahi Simmi Sakhuja Monika Samant Shilpy Singh Connie Siu Tamila Torobitkayeh


Student and Alumni Speed Mentoring This year, TMS held our inaugural Speed Mentoring Event that connected current TMS students and recent alumni to TMS parents, older alumni, and community partners for a series of career/ academic focused conversations. We are grateful to all those who generously gave their time to participate in this event. They are: Dave Ahola Malika Asthana Elliott Atkins Naila Ayala Alex Bottoni Judy Chang Jeffrey Cheng

Jonny Comparelli Mira Daljeet John Dang Ray de Mello Sakina Fazel Stephanie Florio Adam Grotsky

Pizza Lunch Volunteers TMS would like to recognize the efforts of our many enthusiastic volunteers who do such a wonderful job coordinating the School’s monthly Pizza Lunch Program. This program would not succeed without the generous efforts of the Pizza Lunch Coordinator Joanne Li and our Pizza Lunch Volunteers throughout the year.

Ting-Chiu Hsieh Kyle Kotack Denise Luckie Alexandra Makos Elysa Mcconnell Aditya Nawab Tony Rubino

Chris Ruhland Monika Samant Daniel Tiberini Rachael Wong Belle Yuan Chris Zmozynski


2018-2019 BOARD OF TRUSTEES

ACADEMIC HEADS

Greg Kanargelidis

Nancy Coyle

(Chair)

Director, Toronto Montessori Institute

Bowen Lew

Rachel Marks

Thomas Lo

Head of Elementary

Carolyn Reid

Deborah McMillan

Head of Toddler and Children’s House

(Chair, Finance Committee)

Blaine Seamone

Yalda Riahi

Director of Teaching and Learning, Lower School

To Anh Tran

Sheila Thomas

(Secretary)

Head of Upper School

Monika Samant

MANAGEMENT TEAM

HEAD OF SCHOOL

Silvana Fazzari

David Young

Director, Enrolment Management

Dionne Malcolm

CHIEF ADMINISTRATIVE OFFICER

Director, Strategic Communications and Marketing

Richard Martin

Vince Haines

Property Manager

Fayyaz Masood, Controller EXECUTIVE DIRECTOR, COMMUNITY DEVELOPMENT

Linda Raponi, Office Manager Rakesh Tripathi, Director, Advancement

Kirsten Eastwood

LOWER SCHOOL

8569 Bayview Avenue, Richmond Hill, ON L4B 3M7 Tel: (905) 889 6882 Fax: (905) 886 6516

Abel Wong, IT Supervisor

UPPER SCHOOL

www.tmsschool.ca

500 Elgin Mills Rd. E, Richmond Hill, ON L4C 5G1 Tel: (905) 780 1002 Fax: (905) 780 8981


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