University School of Nashville

University School of Nashville General Information Contact Information Nonprofit University School of Nashville Address 2000 Edgehill Avenue Nashville, TN 37212 Phone (615) 321-8000 Fax 615 321-0889 Web Site Web Site Facebook Facebook Twitter Twitter Email awestfall@usn.org At A Glance Year of Incorporation 1915 Former Names Peabody Demonstration School 1

Mission & Impact Statements Mission University School of Nashville models the best educational practices. In an environment that represents the cultural and ethnic composition of metropolitan Nashville, USN fosters each student s intellectual, artistic, and athletic potential, valuing and inspiring integrity, creative expression, a love of learning, and the pursuit of excellence. Background The roots of the University School of Nashville extend to the Reconstruction Era education movement and the beginning of 19th century model schools. Much of the school's legacy as a regional leader in independent school education can be traced to its Winthrop Model School and Peabody Demonstration School history. Founded in 1892 by the Peabody Board of Trustees on the University of Nashville campus, the Winthrop Model School was the first school in the South designed for the demonstration of proper teaching methods. Under the leadership of Governor James D. Porter, the "model" school was transformed into a "demonstration" school; Gov. Porter began allowing students at Peabody College for Teachers to practice teaching in the Winthrop School. In 1915, under the leadership of Dr. Thomas Alexander, the Peabody Demonstration School was founded on Peabody's new campus on 21st Avenue, combining the old observational and the new experimental methods of teacher training. At first the school was located in the basement of the Jesup Psychological Building. In 1925 the present building, designed in the classical style by the architectural firm of McKim, Mead, and White, was completed on Edgehill Avenue. Peabody Demonstration School quickly earned an excellent reputation for its curriculum and faculty. It also gained respect for its early commitment to diversity, a commitment which remains a defining strength of a USN education. When Peabody College decided to close the Demonstration School in 1974, a group of parents, alumni, students and teachers formed University School, a non-profit, independent institution dedicated to the original school's historic legacy. Today, University School is the educational home of approximately 999 students and 130 faculty and staff. The school s legacy of excellence continues in its faculty, which is consistently listed by students, parents, and alumni as University School s greatest strength. Seventy percent of the faculty hold advanced degrees, including six with doctorates. In addition to superb academic training, USN s teachers bring to their classrooms an abiding belief in the importance of attention to the individual student. Service Categories Primary Organization Category Education / Elementary & Secondary Schools Areas of Service Areas Served TN - Davidson TN - Rutherford TN - Sumner TN - Williamson CEO Statement We believe that learning should be student-centered, active and in depth, to engender understanding. collaboration across disciplines and age groups enhances learning. inclusion of multicultural perspectives broadens and deepens opportunities for learning. good schooling promotes responsible citizenship and service beyond self. learning should be sequential and developmental, connecting factual content with cognitive process. creating connections with the family and community improves learning. good schooling helps 2

students build a foundation for further study and a passion for learning. The school is defined by a culture of inquiry across divisions, in and out of the classroom, among teachers and students alike. Teachers guide their students toward becoming lifelong learners. Mutual respect among students and teachers, a cooperative spirit, and a commitment to independent thinking help define USN's student culture. 3

Programs Programs High School Description The High School provides a dynamic college-preparatory curriculum in the tradition of the Liberal Arts, emphasizing breadth and depth of study in a range of disciplines. Most important, the academic program promotes both independent and cooperative learning, providing ample opportunities for students to design independent study courses and to pursue advanced study in areas of particular interest and expertise. One fourth of the high school s academic courses are accelerated and Advanced Placement. In recent years, more than 90% of scores of AP exams have been 3 or above, with 5 (the highest possible) being the most common score at USN. Population Served,, Middle School Description The academic program of the Middle School emphasizes a diverse range of learning skills. Subject area content serves as a vehicle through which students develop their capacities to read, write, speak, listen, and think, as well their abilities to manage their time, materials and ideas. A grade-level team approach allows for interdisciplinary, theme-based units in which students are encouraged to demonstrate understanding in a variety of ways, seeking always to take best advantage of their strengths as a learner. All USN middle schoolers have time each day dedicated to math, English, social studies, and science; 7th and 8th graders also take foreign language daily. Population Served Children Only (5-14 years),, Lower School Description Category The Lower School provides a warm, friendly, and stimulating environment where children from kindergarten through fourth grades can learn and grow. The curriculum reflects our understanding that children are active learners who develop, test, and refine concepts by interacting with a wide variety of materials and with other children. Through careful observation and assessment, teachers determine the level of complexity and challenge appropriate for each individual and design tasks that can be done well but not too easily. With this guidance children can learn to tolerate mistakes and to value the effort needed to reach the next level of mastery. To give teachers scope to accommodate a range of abilities, skill levels and interests, we keep class size small (sixteen in kindergarten, eighteen in first through fourth grades) and use half-day assistant teachers in kindergarten, first and second grades. Education Elementary & Secondary Education Population Served Children Only (5-14 years),, 4

Governance Board Chair Board Chair Mr. David Kloeppel Term July 2013 to June 2019 Email d.c.kloeppel@gmail.com Board Members Name Affiliation Status Mr. Del Bryant Dr. Xiu Chen Cravens Vanderbilt Mrs. Katie Crumbo Vanderbilt Mrs. Kim Dano Ms. Charlene Dewey Community Volunteer Mr. Burgin Dossett Community Volunteer Ms. Elisabeth Dykens Kennedy Center - Vanderbilt University Ms. Tori Fitzgibbon Community Volunteer Mr. Bob Gordon The Gordon Group Mr. Erich and Jane Groos Exofficio Mr. Brad Gulmi Medical Direct Club, LLC Dr. Eddie Hamilton Centennial Pediatrics, PC Mr. Henry Hicks III Red Clay Capital Holdings LLC Mr. Harold Jordan Mrs. Teri Kasselberg Community Volunteer Mr. David Kloeppel Gaylord Entertainmnet Mrs. Elizabeth Mask Exofficio Mr. Bert Mathews The Mathews Company Mr. Andrew May Nashville Bank & Trust Ms. Seema Mehrotra Community Volunteer Mr. Tim Ozgener Ms. Lisa Quigley Mrs. Holly Roche Ms. Ivanetta Davis Samuels Community Volunteer Ms. Susannah Scott-Barnes Mr. Brett Sweet Vanderbilt University Mr. Brian Tibbs Mrs. Mimi Vaughn Mr. Mitch Walker Ms. Linde Wilson Community Volunteer Board Demographics - Ethnicity 5

African American/Black 5 Asian American/Pacific Islander 1 Caucasian 19 Hispanic/Latino 0 Native American/American Indian 0 Other 0 1 - Indian Board Demographics - Gender Male 14 Female 16 Unspecified 0 Governance Board Term Lengths 4 Board Term Limits 2 Board Meeting Attendance % 75% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 0% Constituency Includes Client Representation Number of Full Board Meetings Annually 7 Board CoChair Board CoChair Mrs Elisabeth Dykens Company Affiliation Vanderbilt University Term July 2013 to June 2019 Email elisabeth.dykens@vanderbilt.edu Standing Committees Building Development / Fund Raising Education Executive Finance Human Resources / Personnel Trusteeship 6

Risk Management Provisions Automobile Insurance Automobile Insurance & Umbrella or Excess Insurance Commercial General Liability & D and O & Umbrella or Excess & Automobile & Professional Directors & Officers Policy Disability Insurance Employment Practices Liability Fine Arts & Collectibles General Property Coverage Life Insurance Medical Health Insurance Umbrella or Excess Insurance Workers Compensation & Employers' Liability 7

Management Executive Director/CEO Executive Director Mr. Vincent W. Durnan Jr. Term Start July 2000 Email vdurnan@usn.org Staff Full Time Staff 192 Part Time Staff 120 Volunteers 500 Contractors 52 Retention Rate 90% Plans & Policies Does the organization have a documented Fundraising Plan? Does the organization have an approved Strategic Plan? Number of years Strategic Plan Considers 5 When was Strategic Plan adopted? May 2007 In case of a change in leadership, is a Management Succession plan in place? No Does the organization have a Policies and Procedures Plan? Does the organization have a Nondiscrimination Policy? Does the organization have a Whistle Blower Policy? No Does the organization have a Document Destruction Policy? No Affiliations Affiliation Center for Nonprofit Management Excellence Network 8 Year 2005 Tennessee Association of Independent Schools 1970 Nashville Association of Independent Schools (NAIS) 1978 Southern Association of Colleges & Schools (SACS) 1978

Council for Advancement and Support of Education (CASE) 1993 Independent School Date Exchange (INDEX) 2013 Senior Staff Ms. Amy Woodson Title Head of Lower School Experience/Biography Mr. Jeff Greenfield Title Head of Middle School Experience/Biography Mr. Steve Robins Title Head of High School Experience/Biography 9

Financials Fiscal Year Fiscal Year Start July 01 2015 Fiscal Year End June 30 2016 Projected Revenue $23,969,000.00 Projected Expenses $23,489,000.00 Endowment Value $9,937,303.00 Endowment Spending Policy Percentage Endowment Spending Percentage (if selected) 3.5% Detailed Financials Revenue and Expenses Total Revenue $28,893,322 $28,005,951 $23,331,412 Total Expenses $25,402,227 $23,636,124 $23,333,273 Revenue Sources Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $4,930,515 $3,360,609 $1,973,646 Indirect Public Support $0 $0 $0 Earned Revenue $22,930,000 $21,842,565 $20,774,450 Investment Income, Net of Losses $744,261 $427,370 $373,794 Membership Dues $0 $0 $0 Special Events $170,352 $187,956 $170,923 Revenue In-Kind $1,134,612 $2,147,015 $0 Other $43,390 $40,436 $38,599 10

Expense Allocation Program Expense $21,709,696 $20,313,085 $19,218,530 Administration Expense $2,417,223 $2,321,293 $2,200,111 Fundraising Expense $1,275,308 $1,001,746 $914,632 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses 1.14 1.18 1.00 Program Expense/Total Expenses 85% 86% 82% Fundraising Expense/Contributed Revenue 25% 28% 43% Assets and Liabilities Total Assets $52,138,891 $49,675,262 $38,343,425 Current Assets $6,060,099 $6,462,111 $3,852,199 Long-Term Liabilities $6,845,842 $5,792,476 $1,965,000 Current Liabilities $2,810,471 $4,243,696 $2,417,701 Total Net Assets $42,482,578 $39,639,090 $33,960,724 Short Term Solvency Current Ratio: Current Assets/Current Liabilities 2.16 1.52 1.59 Long Term Solvency Long-Term Liabilities/Total Assets 13% 12% 5% Top Funding Sources Top Funding Source & Dollar Amount Program Revenue $22,930,000 Earned Revenue $21,842,565 Program Service Revenue $20,774,450 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Contributions, Gifts, and Grants $4,930,515 Noncash Contributions $1,134,612 Contributions, Gifts, and Grants $3,360,609 Noncash contributions $2,147,015 Contributions, Gifts and Grants $1,973,646 Investment Income $373,794 Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? Campaign Purpose The "Centennial Campaign" will build the University School's Endowment, improve facilities, and support programs. Capital Campaign Goal $28,000,000.00 Campaign Start and End Dates Jan 2013 to 0 Capital Campaign Raised-to-Date Amount $15,300,000.00 as of May 2014 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitations Permit TN Charitable Solicitations Registration Exempt - Expires 0 Registration No 0 11

GivingMatters.com Financial Comments Financial figures taken from the the 990. Financials completed by Lattimore, Black, Morgan & Cain, PC. Comments provided by Kathryn Bennett 3/29/16. Created 06.20.2016. Copyright 2016 The Community Foundation of Middle Tennessee 12