ANNUAL REPORT2014 - 2015

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Havern School provides a specialized education program for elementary and middle school students with diagnosed learning disabilities.

Utilizing a 4:1 student to staff ratio, master teachers, occupational therapists, and speech/language pathologists provide a comprehensive program of intervention services.

Our ultimate goal is to create confident learners who will continue to achieve success beyond Havern School.

Havern School is a nationally recognized community of professionals, parents, families, and friends working together to address the individual academic, social, and emotional needs of our students.

Havern School Mission Statement

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2014 - 2015

David C. BarthPamela Copp, MDMaria CunninghamStuart J. DaviesMatt Dorighi, MD Chris Koupal, ChairNeeli LambertCathy PasquarielloSusan PowellErin E. Shrago, PsyDMatt SmithMarlene Spero, SLDave StellohJohn WeckbaughDon WendellMary Catherine Widger, SL

Board of Trustees

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2014 -15 Alumni AchievementAward

JOSH BEZDEK

Honors and Awards

We are proud to award the 2014-15 Alumni Achievement Award to Josh Bezdek.

Josh attended Havern School from Kindergarten through third grade.He says that Havern helped him learn because it was “hands-on, with smaller group sizes. (Havern) also had plenty of fun educational ways to keep my attention.”

Josh is currently a freelance front-end web developer. He created and helped maintain Havern School’s website, donating much of his time. Josh is the brother of Maria Cunningham, Havern’s digital classroom instructor.

Josh and his wife Elizabeth love to travel and have been to Central America, Eastern Africa, and South East Asia. Josh continues to be excited by the internet and the technologies that drive it.

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Parents for Havern

Parents for Havern Fundraising Totals King Soopers Cards $7,475 Box Tops for Education 307 Fall Pumpkin Sale 1,142 *Scholastic Book Fair 58TOTAL $8,982

*Note:The majority of Book Fair proceeds ($2663) were donated back to the school to help develop a leveled reading library.

Parents for Havern

Parents for Havern Activities

Golf Tournament SponsorshipMen’s Buddy BreakfastAnnual Thanksgiving LuncheonTeacher Appreciation WeekWomen’s Buddy Breakfast End of School Carnival

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Cash and Cash Equivalents $ 97,533 $69,342 Cash Equivalents – Endowment -- 5,375 Accounts Receivable 3,015 36,304 Prepaid Expenses 1,336 1,163 101,884 112,184 Furniture and Equipment, at cost 162,161 194,504 Leasehold Improvements 337,459 339,309 499,620 533,318 Less: Accumulated Depreciation (358,916) (402,836) 140,704 130,977 Investments – Endowment 910,398 757,168 Other Assets 1,390 8,181 TOTAL ASSETS $1,154,376 $1,171,010

The Year in Numbers

2014 2015

2014 2015

Wage Contracts Payable $ 158,234 $169,737 Prepaid Tuition Income 88,309 129,105 Other Accruals -- 8,528 TOTAL LIABILITIES $246,543 $315,756 TOTAL NET ASSETS 907,833 845,322

LIABILITIES AND NET ASSETS

ASSETS

Statements of Financial Position Revenue Sources2014-15For the year ended June 30, 2015

Tuition & Program Fees

86%

Investment Income3%

Contributed Services1%

Events3.6%

Contributions&

Private Grants6.4%

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Statements of Activity

CHANGE IN NET ASSETS - INCLUSIVE 27,123 (62,511) NET ASSETS, BEGINNING OF YEAR 880,710 907,833 NET ASSETS, END OF YEAR $ 907,833 $ 845,322

Program Services Havern School – Instruction $1,654,505 $1,698,363 Tuition Assistance 285,810 305,133 1,940,315 Supporting Services Management and General 129,118 133,941 Resource Development 104,921 107,081 234,039 241,022 TOTAL EXPENSES $2,174,354 $2,244,518

2014INCOME

Contributions and private grants $ 156,812 $196,306 Tuition and program fees 1,817,084 1,860,950 Events (less $28,039 donor benefits) 74,104 77,950 Realized investment income 52,879 63,363 Other income 1,635 156 TOTAL SUPPORT AND REVENUE $2,102,514 $2,220,448

EXPENSES 2014

2015

2015

Expenses2014-15

For the year ended June 30, 2015

Instruction

75.8%

Tuition Assistance13.6%

Management&

General5.6%Resource

Development4.8%

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Community Support and Fundraising

Volunteer Hours

Parents: 650Board Members: 214

Monetary equivalent$22,188

Annual GivingPercentages of participation

Parents/Families 67% Trustees 100% Staff 100%

T Total raised $76,337

In-kind Donations

2015 Garden Party: Springtime in ParisNet Proceeds: $52,357For Air Conditioning/Electrical Upgrades

Fundraising Events

2014 Golf TournamentNet Proceeds: $25,380For Tuition Assistance

CNT Group provided 148 hours of technical support services for a monetary equivalent of $22,075.

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2014 -15 Donors

IN-KIND DONORSCNT Group

FOUNDATIONS & ORGANIZATIONS$3,000+The Denver FoundationFranciscan Friars of Holy Name ProvinceMay Bonfils Stanton Memorial FundHelen K and Arthur E Johnson FoundationZarlengo FoundationJ.K. Mullen FoundationWeckbaugh Foundation

$2,999 - $2,000Wells Fargo Foundation

$1,999 - $500Kohl’sCommunity First Foundation

ANNUAL GIVING DONORSOrganizations Matching Employee GiftsBristol-Myer Squibb FoundationNorthwestern MutualU.S. Bank FoundationAmerican Express Give2Gether Campaign

“Friend of Annie” Recurring GivingTom and Mitch Howard

Founder’s Society$10,000Anonymous

Benefactor $5,000 - $9,999Bill & Linda EzellScott & Karen McLean

Sustaining Member $1,000 - $4,999John R. Jr. & Rosemary G. ColemanAndrew & Dawn CoorsWayne & Peggy GalvaniEd & Gay KirbyLaura LoveSylvia LuytenVirginia O’KeefeThomas & Baba OwenMichael & Cathleen PasquarielloPhilip Joseph & Gillian SilvermanJohn & Susan ScheblerLoretto Literary & Benevolent InstitutionJames & Denise SmallThe Barth Investment Partnership LLLPThe Berglund Family FoundationMarty & Dale WagnerDon & Pam WendellJim & Marlene Wogsland

Havern School wishes to thank the individuals and organizations whose support helped advance the school’s mission for the 2014-2015 academic year. Your generosity allowed us to provide an exceptional education and supporting services for 89 children with learning disabilities in the Denver metro area.

If we have omitted your name in error, we offer our deepest apologies. Please notify us at 303-986-4587.

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Supporting Member$500 - $999J. & Lois BretzSally DaltonStuart DavieMatt & Sydnee DorighiN.H. & T.G. GoldJim & Barbara HaleTim & Cindy HoracekJohn F. Simpson Jr.Bill JohnsonMicki & Gary JosephChristopher & Susan LaneMark & Kari MandellC. Michael & Nancy McKeeverMichael L. Bender & Helen H. HandPaul Herzog & Cathleen SchmidtRichard E. RahillSigler CommunicationsMason & Judith SmithMarlene Spero S.L.Ken & Betsy Stettner

Contributing Member$200 - $499Phil ArcherBob & Gail BlevinAnna BrickParker & Susan BrophyFrank & Suzanne CarmodyMike & Pam CoppMaria CunninghamDaniel Archer Revocable TrustStephen & Gail Duree

Janet EllisPat & Katie ForsheyFrancis Veterinary Hospital PCNancy Fridstein TallianDarrell HerkRonald & Joanne HoracekThomas ImblerPeter & Mary LeahyLouis & Randi MasottiStav MallookisDebra MallookisJerry & Susan MalySteven & Mary C. McDonaldTodd & Shannon NeelKathy O’MearaBarbara OldehoeftJoseph & Jill PolitoCraig & Sherri PritchettDaniel & Rita RoyJack & Kristi SheaErin Shrago & Gary HogganMary & Jeff SimleyDave & Liz StellohTerry & Linda StevinsonThe Armstrong FoundationThe Milton M. Bacchbar and Iris P. Masotti TrustJohn & Suzie WeckbaughCallie & Pete Zelasko

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Friend$1 - $199Lawrence & Shoshana AdlerJerry AppelbaumVincent & Dorothy ArcherPhil & Kathy BarenbergLeslie & David BarthBarbara BlumenthalDevon BowesCarol BrittMaggie and Andrew BronsonCandace Bruce-AndrewsSheila BuckleyMarion BudzKaren Burgess & Tina ClarkGeorge & Amy BurnettMolly & Greg ButtittaCletus & Elizabeth ByrneFrances CampbellTracy Cannon-SmithTony & Marilyn CenedellaAdam & Maggie CherubiniDana ChristiansenThomas & Laurie ClarkMargi CluteJonathan & Elizabeth ColdrenJim & Janet CourtneyMilos & Sylvia CtrnactyBrad & Sarah CuppMartha DaltonRebecca Dalton & Mark FloodJamie DanielsNick & Lynn DavisJerry & Alex Dilley

Dan & Nicole DolanRobert & Therasa EisingerStephen EisingerDebbie FauskeeKurt FawkesLance & Laura FitzSimmonsBill & Kay FrankSarah FreebergTarek El Gammal & Pamela GerardLarry & Janice GlassburnHeather GoeddelAmy & Brian GoyetteGround Floor MediaKristin Habeggar-GillSean & Adriana HakesSteve & Donna HallEllen & Garrett HallSue HammD.E. HarveyElizabeth HesseLinda HillsJames & Mary Liz HolmesPeter & Liz HoltJill & Bryan HoylmanJanet KesterCole & Deb KremsDan & Karina JensenJoanie BeyetteDenise & Scott KaplanKenzo & Irene KawanabeRobert & Kate KelloggChris & Nancy KenryMary Ann KnutsonKen & Jo Ellen Kopatich

Richard KrebsSteve & Karen KrizmanDean & Martina LaGrangeNeeli LambertHerb & Joan LambertChris & Deborah LaschingerStuart LissLouis & Elaine LombardiNadia LopezMary McAuliffe S.L.Mark & Christina McCormackDavid McCrosky & Angie FrankMeade & Brian McCueAlbert & Randall MadsenNancy & Buck MannDrea Masotti

Stephen & Gail DureeMieske Family Living TrustMike MArtikonis & Yolanda BogaertMarilyn MillerMrs. Alberta NovatskiPeter & Betty NeyMike & Melissa NielsonSteven NorrisFred & Nancy NowickiOrvall & Donna BreningstallSue OsborneDave & Margaret PerkinsShane & Erica PetermanLinda PetrinoFrancois & Julie PlouffeRon & Sue PowellMike & Susan PriceCarol PrimeauCharlene RaleyMark & Buffy RansomDonna Ransom-KloppenbergLorraine ReavisJan & Bernie RehlingFrances & Rachel RengersKathleen & Richard RileyTom & Mary RogersBecky RomeroCarolyn RossiBob & Kathi RoxbyEd & Lynne RoyPatrick & Mary Schack

Howard & Leslie SchirmerBud & Kathy SchroederMaureen SherlockBarbara SicklerDonald & Lorraine SkupskyMichael SmidMartha SmithMatt & Holly SmithRob & Amy StettnerDavid & Carol StoreyMatt & Jennifer TeeuwenLoye & Jenny TroxlerKaren UtechScott & Lori VanourekTony & Deanne VizurragaMark & Marni WarrenMary Catherine Widger S.L.Michele WilliamsSteve & Justine Wogsland Mike & Pauline WoosterScott & Pam YostTasha & Kent ZollerThomas & Maureen Zupancich

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Marcia, Eric & Barbara AdamsAspen Appraisal Group LLCDennis & Barbara BaldwinLeslie BaldwinPamela & Dutch BansbachThomas D. BarochWatson A. Bowes, Jr., MDScott M. BowieBradbury Family PartnershipRobert & Victoria BravLorraine & Blaine ChaseJoan ClemensThomas & Susan CraineCarl & Katie DahlgrenSally DaltonGary C. DanielsDenver Downtown PartnershipMatt & Sydnee DorighiE.S. & R.R. DuncanMichael H. Earley Gilbert EpsteinJ.B. & Beryl FeatherstonGarth & Jo Ann FisherFlorida Property Advisors LLCRandy GoldRobert & Judy GoldsteinPatricia GrassD.E. HarveyCarl & Catherine Hegewald

Cathy & Bill HoppingJudy & Dave HutchinsonSidney JacksonRalph M. JonesMpnroe & Judith KaufmanThomas KimballKoelbel Family FoundationFrank & Alison LawrenceWilliam & Brook LeeMargaret Y. LevittGeorge M. Lovejoy, Jr.McCloud & AssociatesEvelyn P. McLaganEdward C. McWilliamsLisa & David MillerMr. & Mrs. D. MysiorSallie & Tim O’ConnorNancy PackardArthur & Gail PasquarielloCathleen & Michael PasquarielloRick PedersonBret & Marlain PooleMarcus & Sonia ScottWesley A. SegelkeErin E. Shrago, PsyDJoey SimonSisters of LorettoDenise SmallMartha Diss Sundbv

Dell & Alyce Van GilderJames WaltersWilson W. WamplerJames B. WarnerMark & Michelle WeldonDon & Pam WendellWalter Winius, Jr.D.J. & D.S. YounggrenJoseph L. Yrisarri, Jr.

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Gifts in Memory of Peter D. Bowes

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We believe that students with learning disabilities...

• Can and want to learn• Develop self confidence from academic success• Benefit from small group instruction and a structured,

consistent, multi-sensory approach• Can become effective self-advocates• Benefit from a strong school and family partnership

Havern School Philosophy

4000 South Wadsworth Blvd.Littleton, CO 80123www.havernschool.org