v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 55

Selected Indicators – Comparable Communities

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 56

Selected Indicators – Comparable Communities

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 57

Selected Indicators – Source of Funds

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 58

Selected Indicators – Student Demographics

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 59

Selected Indicators – Student Demographics

Goulash Grace Li NHS '19

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 60

Selected Indicators – MCAS

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 61

Class of 2017 Profile: Schools Attended American University (5) Assumption College Barnard College Barry University Bates College (2) Bennington College Bentley University (4) Berklee College of Music Bethel College-IN Boston College (5) Boston University (8) Bowdoin College Brandeis University (2) Brown University (4) Bryant University Bucknell University (2) Carnegie Mellon University Champlain College Clark University (2) Clemson University Coastal Carolina University (3) Colby College (5) Colby-Sawyer College College of Charleston (3) College of the Holy Cross (3) Colorado State University Dalhousie University Dartmouth College Drexel University (2) Elon University (6) Emerson College Emmanuel College Emory University (2) Endicott College (4) Fairfield University (6) Fashion Institute of Design and Merchandising, Los Angeles Fisher College Florida State University Fordham University (5) Framingham State University (3) Franklin Pierce University Gordon College Goucher College Grove City College Hamilton College (2) Harvard University (2) High Point University Hobart and William Smith Colleges Hult International Business School – San Francisco Indiana University at Bloomington (6) Iowa State University Johns Hopkins University (2) Johnson State College

Kansas State University Laboure College Lasalle College Lawrence University Lehigh University (3) Lesley University (3) Loyola University Maryland (2) Macalester College (2) Marist College Marymount Manhattan College Massachusetts Bay Community College McGill University Massachusetts College of Pharmacy & Health Sciences (3) Merrimack College (3) Miami University, Oxford (5) Middlebury College Mount Allison University New England College New York University (3) Northeastern University (11) Occidental College Pennsylvania State University (6) Plymouth State University Pomona College Providence College (5) Quinnipiac University Reed College Rensselaer Polytechnic Institute Rochester Institute of Technology (2) Roger Williams University Roxbury Community College Sacred Heart University Saint Joseph’s College-ME Saint Michael’s College Salem State University Salve Regina University San Diego State University Savannah College of Art and Design School of the Art Institute of Chicago Skidmore College Southern Methodist University St. John’s University – Queens Campus Stonehill College (2) Suffolk University Syracuse University (5) Temple University (3) Texas Christian University The College of Wooster The George Washington University (8) The New School – All Divisions (2) The Ohio State University (3) The University of Arizona (2) The University of Memphis

The University of North Carolina at Chapel Hill The University of Tampa Trinity College (4) Tufts University (3) Tulane University (3) United States Air Force Academy University of California, Berkeley University of Chicago (2) University of Colorado at Boulder (3) University of Delaware (3) University of Maine (4) University of Maryland, College Park (10) University of Massachusetts, Amherst (37) University of Massachusetts, Boston University of Massachusetts, Dartmouth (2) University of Massachusetts, Lowell (4) University of Miami (5) University of Michigan (5) University of New England University of New Hampshire (11) University of Pittsburgh (2) University of Rhode Island (9) University of Richmond University of San Diego University of South Carolina (3) University of Southern California University of Southern Maine University of Vermont (7) University of Virginia University of Washington University of Wisconsin (3) Vanderbilt University (4) Wake Forest University Washington University in St. Louis (4) Wellesley College Wentworth Institute of Technology (2) Wesleyan University West Virginia University Western New England University (2) Western University Westfield State University Wheelock College Williams College Worcester Polytechnic Institute (4) Worcester State University Yale University

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 62

Selected Indicators – SPED Staffing Comparisons

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 63

Grants Summary: FY 2007/08 - 2017/18

GRANT SUMMARY

MA DOE – EntitlementMA DOE – Federal Stimulus (Entitlement)MA DOE - Competitive/ContinuationOther/ Foundation Total All Grants % increase over previous year total

GRANT DETAIL

Mass DOE -- State/Federal Entitlement

SPED 94-142 (Federal)SPED Early Childhood EducationSPED Early Childhood Program ImprovementSPED Supporting Access to the Curriculum/ Pgm ImpMETCOTITLE IID – Technology*Title IIA – Improving Educator Quality*Title III - English Language AcquisitionTitle IVA - Academic EnrichmentTitle V – Innovative Programs*Title IV -- Safe and Drug Free Schools*

FY ‘08 FY ‘09 FY '10 FY '11 FY '12 FY '13 FY '14 FY '15 FY '16 FY '17 FY '18

$2,206,476 $2,186,856 $2,203,163 $2,202,160 $2,256,679 $2,272,767 $2,252,769 $2,419,037 $2,448,356 $2,570,749 $2,549,728 $0 $643,484 $1,188,803 $1,287,891 $508,281 $0 $0 $0 $0 $0 $0

$12,700 $12,100 $10,900 $17,300 $8,800 $7,900 $8,700 $5,988 $0 $0 $0$355,685 $227,469 $173,255 $286,390 $297,616 $249,043 $394,241 $491,931 $347,982 $252,893 $231,046

$2,574,861 $3,069,909 $3,576,121 $3,793,741 $3,071,376 $2,529,710 $2,655,710 $2,916,956 $2,796,338 $2,823,642 $2,780,7740.6% 19.2% 16.5% 6.1% -19.0% -17.6% 5.0% 9.8% -4.1% 1.0% -1.5%

FY ‘08 FY ‘09 FY '10 FY '11 FY '12 FY '13 FY '14 FY '15 FY '16 FY '17 FY '18

$1,059,524 $1,081,786 $1,156,627 $1,196,241 $1,201,544 $1,215,814 $1,181,623 $1,326,801 $1,201,188 $1,261,373 $1,262,988$36,007 $35,079 $35,108 $35,177 $35,186 $35,100 $33,607 $35,044 $35,015 $36,048 $33,988

$0 $0 $0 $0 $0 $0 $2,900 $5,600 $2,250 $2,250 $0$29,885 $16,417 $0 $0 $62,609 $40,334 $23,547 $43,188 $43,747 $43,747 $0$870,157 $839,875 $798,641 $766,561 $769,693 $795,026 $840,442 $797,308 $940,848 $1,013,467 $1,046,266$2,022 $2,276 $2,278 $0 $0 $0 $0 $0 $0 $0 $0$79,473 $82,135 $82,448 $81,328 $68,283 $68,782 $65,075 $65,021 $65,009 $63,109 $70,484

$0 $0 $0 $0 $0 $0 $0 $0 $17,960 $18,094 $22,654$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $3,147

$3,460 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0$13,384 $13,628 $11,809 $5,476 $0 $0 $0 $0 $0 $0 $0

Title I (academic assistance - low-income students)LEP Summer Support/ Title III

$80,433 $81,840 $88,343 $90,186 $99,011 $100,771 $90,019 $126,597 $112,721 $97,667 $81,479$0 $0 $0 $2,953 $0 $0 $0 $0 $0 $0 $0

LEAP Incentive GrantProgram Improvement Special EducationSPED Corrective ActionSPED Program Review (audit prep)

$0 $0 $0 $0 $0 $0 $0 $0 $0 $10,000 $5,000$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

Early Childhood Mental HealthLimited English Proficient AssessmentsTitle I for Delinquent/Neglected* – Walker SchoolARRA - SFSF Recovery GrantARRA - IDEA Special Education (School Age)ARRA - IDEA Special Education (Preschool)Education Jobs

Subtotal

* all federal grants require equitable participation by Needham private schools -- St. Joseph’s Elementary and Middle Schools, and Walker School are participating in Title IIA, Title IID, Title IVA, Title V. Walker School also generated an additional Title I appropriation, as noted. St.

$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

$32,131 $33,820 $27,909 $24,238 $20,353 $16,940 $15,556 $19,478 $29,618 $24,994 $23,722$0 $643,484 $580,867 $457,937 $0 $0 $0 $0 $0 $0 $0$0 $0 $580,984 $803,002 $0 $0 $0 $0 $0 $0 $0$0 $0 $26,952 $26,952 $0 $0 $0 $0 $0 $0 $0$0 $0 $0 $0 $508,281 $0 $0 $0 $0 $0 $0

$2,206,476 $2,830,340 $3,391,966 $3,490,051 $2,764,960 $2,272,767 $2,252,769 $2,419,037 $2,448,356 $2,570,749 $2,549,728

* all federal grants require equitable participation by Needham private schools -- St. Joseph’s Elementary and Middle Schools, and Walker School are participating in Title IIA, Title IID, Title IVA, Title V. Walker School also generated an additional Title I appropriation, as noted. St.

Massachusetts DOE -- State/Federal Competitive FY ‘08 FY ‘09 FY '10 FY '11 FY '12 FY '13 FY '14 FY '15 FY '16 FY '17 FY '18

Academic Support Services (MCAS Tutoring) $12,700 $12,100 $10,900 $9,800 $8,800 $7,900 $8,700 $5,988 $0 $0 $0Community Service Learning $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0Full-Day Kindergarten Enhancement $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0Early Childhood Mental HealthEarly Childhood Language & Literacy Development

$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0$0 $0 $0 $7,500 $0 $0 $0 $0 $0 $0 $0

Subtotal $12,700 $12,100 $10,900 $17,300 $8,800 $7,900 $8,700 $5,988 $0 $0 $0

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 64

Grants Summary: FY 2007/08 - 2017/18 (continued)

OTHER GRANTS FY ‘08 FY ‘09 FY '10 FY '11 FY '12 FY '13 FY '14 FY '15 FY '16 FY '17 FY '18

FoundationMetroWest Community Health Care FoundationMetro West Mental Health AssessmentMetrowest Obesity Grant

$55,000 $25,000 $0 $31,000 $17,200 $11,300 $0 $0 $0 $0 $0$0 $0 $0 $0 $0 $0 $1,190 $17,848 $0 $0 $0$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

Metrowest Health Foundation SBIRTNeedham Education Foundation Small GrantsNeedham Education Foundation Large GrantsNeedham Education Foundation Collaborative Init.Needham Education Foundation Innovation FundNeedham Education Foundation ILI SpecialistNeedham Education Found Out of CycleJason FoundationMA Biotechnology Ed Found BioTech AwardSmart TechnologiesNeedham Cong Church-Steps to SuccessNational Education Association (NEA)

$0 $0 $0 $0 $0 $0 $0 $0 $0 $7,400 $0$65,240 $40,342 $51,895 $28,126 $105,506 $69,683 $109,701 $136,608 $104,880 $72,134 $35,664$45,000 $13,927 $0 $61,394 $41,750 $21,500 $41,706 $95,540 $15,000 $9,999 $33,135$10,000 $0 $0 $0 $6,800 $25,000 $111,500 $94,575 $106,742 $0 $0

$0 $0 $0 $0 $0 $0 $0 $26,000 $0 $10,000 $0$0 $0 $0 $0 $0 $0 $0 $0 $0 $32,000 $42,864$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

$1,200 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

$23,600 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0$0 $0 $0 $0 $5,000 $0 $0 $0 $0 $0 $0

MA Department of Public HealthEnhanced School Health ServicesDPH Public Health (Pass Through)

$72,395 $148,000 $121,360 $121,360 $121,360 $121,360 $121,360 $121,360 $121,360 $121,360 $115,899$25,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

U.S. Environmental Protection AgencyEnvironmental Education - Science Center

New England DairyDairy Coucil- Food Service

MA Cultural CouncilCreative Schools ProgramYellow BusMA Travel & Tourism (Riverside Contract Subtotal

$44,510 $0 $0

$3,784 $0 $0 $0 $3,484

$8,000 $5,000 $0 $0 $0 $0$200 $200

$50,000$355,685 $227,469 $173,255 $286,390 $297,616 $249,043 $394,241 $491,931 $347,982 $252,893 $231,046

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 65

Revolving (Fee-Based) Funds: FY 2014/15 - 2016/17

REVOLVING FUND

FEE BASED TRANSPORTATIONPRODUCTION CENTER FEE-BASEDBROADMEADOW LEASEBROADMEADOW BOOK/EQUIPMENTELIOT LEASEELIOT BOOK/EQUIPMENT SALESHILLSIDE LEASEHILLSIDE LESLEY INTERNSHILLSIDE BOOK/EQUIPMENT SALESMITCHELL LEASENEWMAN LEASENEWMAN BOOK/EQUIPMENT SALEHIGH ROCK LOST BOOKSHIGH ROCK OVERNIGHT CAMPHIGH ROCK BOOK/EQUIPMENT SALESPOLLARD JAPAN EXCHANGEPOLLARD BOOK/EQUIPMENT SALESPOLLARD LOST BOOKSPOLLARD NON-RESIDENT TUITIONHIGH SCHOOL TESTINGHIGH SCHOOL BOOK/EQUIPMENT SALESHIGH SCHOOL LOCKERSHIGH SCHOOL TEXTBOOK RECOVERYHIGH SCHOOL PARKINGHIGH SCHOOL NON-RESIDENT TUITIONSPED OUT-OF-DISTRICT TUITIONSPED NON-RESIDENT TUITIONINTEGRATED PRESCHOOLSCIENCE CENTER PROFESSIONAL DEVELOPMENTSCIENCE CENTER AFTER SCHOOOL PROGRAMMEDIA RECOVERY1-1 DEVICE SALESSCH PERFORMING GROUPSFEE-BASED ARTS INSTRUCTIONFINE & PERFORMING ARTS SALES TO STUDENTSGRAPHIC ARTSMUSICALWORLD LANGUAGES FEE-BASEDKINDERGARTEN AFTER SCHOOL ENRICH (KASE)ELEMENTARY AFTER SCHOOL ENRICH (EASE)POLLARD AFTER SCHOOL ENRICH (PAS)SUMMER SCHOOLTUTORING

FY15 FY15 FY15 FY16 FY16 FY16 FY17 FY17 FY17CURRENT TOTAL ENDING CURRENT TOTAL ENDING CURRENT TOTAL ENDINGREVENUE EXPENDED BALANCE REVENUE EXPENDED BALANCE REVENUE EXPENDED BALANCE NOTE

543,327 538,255 518,854 571,945 561,035 529,764 164,136 561,035 132,866 (1)19,504 21,932 10,005 30,607 39,907 705 33,954 30,000 4,659 14,221 14,221 0 13,410 13,410 0 13,701 13,701 0

- - 0 - - 0 - - 0 16,694 16,694 0 16,590 16,590 0 15,258 15,258 0

696 634 696 540 1,036 199 285 - 484 9,226 9,226 0 10,205 10,205 0 9,520 9,520 0

56,700 50,440 11,040 36,200 33,692 13,549 43,250 42,247 14,552 - 211 1,149 384 531 1,001 217 328 891

14,154 13,754 1,137 13,937 15,074 - 13,003 13,003 - 18,729 18,729 0 19,361 19,361 0 21,581 21,581 0

1,127 473 2,415 - 465 1,950 - 527 1,423 - - 238 - - 238 - - 238 - - - - - - - - - - - 2,420 - - 2,420 - - 2,420 - - 610 - - 610 - - 610

9,267 9,282 194 1,767 1,961 - - - - 125 - 1,898 135 75 1,958 70 - 2,028 - 9,285 - 9,285 - 6,093 3,192

87,987 85,531 27,964 92,074 91,133 28,905 90,400 92,129 27,176 16,295 17,076 538 16,344 16,380 502 17,137 17,280 359

1,325 - 2,927 1,647 1,012 3,563 983 2,227 2,319 804 80 4,156 2,432 83 6,505 2,111 4,527 4,089

6,540 6,187 3,459 7,380 5,889 4,950 5,855 6,342 4,463 - 2,404 2,765 - - 2,765 8,902 - 11,667 - - 279 12,700 12,700 279 12,850 12,850 279

79,450 127,264 1,067 47,567 51,910 (3,276) 12,626 - 9,350 179,807 228,509 43,732 251,203 211,317 83,619 214,669 227,873 70,415

- 0 1,036 - - 1,036 - - 1,036 - - 6,413 4,514 4,969 5,957 - - 5,957

1,483 355 5,401 2,717 1,541 6,576 1,929 3,747 4,757 (8,785) 70,936 7,522 11,460 9,616 9,367 1,283 9,816 834 19,665 22,172 1,996 23,250 20,971 4,275 22,200 21,387 5,088

216,584 215,262 27,952 214,178 208,631 33,499 188,537 197,795 24,241 10,191 9,123 2,809 10,913 13,420 302 11,511 11,039 774 61,969 57,627 30,459 63,368 70,405 23,423 57,734 63,892 17,264 27,733 26,964 22,245 33,283 28,431 27,097 30,370 19,336 38,131

3,449 2,554 1,483 2,850 2,357 1,976 1,820 1,433 2,363 964,098 1,046,106 636,275 964,496 1,034,153 566,618 943,736 1,018,839 491,515 (2)173,171 160,580 42,424 177,663 175,636 44,451 188,769 173,802 59,417 113,783 119,856 919 143,725 121,838 22,806 89,366 103,647 8,525 300,947 289,278 375,976 14,055 293,175 96,856 314,519 338,437 72,937

30 - 70 20 - 90 20 - 110

v A Community and School partnership that creates excited learners • inspires excellence • fosters integrity. 66

Revolving (Fee-Based) Funds: FY 2014/15 - 2016/17 (continued)

REVOLVING FUND

FY15 FY15 FY15 FY16 FY16 FY16 FY17 FY17 FY17CURRENT TOTAL ENDING CURRENT TOTAL ENDING CURRENT TOTAL ENDINGREVENUE EXPENDED BALANCE REVENUE EXPENDED BALANCE REVENUE EXPENDED BALANCE NOTE

SUMMER SPORTS CLINICSMETCO REVOLVING FUNDMETCO SUMMER SCHOOL

24,600 15,240 43,299 6,060 33,902 15,457 28,770 20,736 23,491 2,867 3,127 2,572 1,118 1,041 2,649 - - 2,649

- - 39 - - 39 - - 39 HIGH SCHOOL ATHLETICSFOOD SERVICESADULT EDUCATIONSTAFF DEVELOPMENT

GRAND TOTAL REVOLVING

(1) FY17 Transportation starting and ending balances remove pre-collection to next fiscal year. Fund balance of 1-3 months operations retained for cash flow and contingency purposes.(2) KASE fund balance includes assigned balances: 3 months operations ($305,652), professional development and curriculum alignment ($30,000), digital learning devices ($36,000), as well as other priorities in preparation for the launch of Full Day Kindergarten.(3) Food Service includes assigned fund balances: 1.6 months operating reserves ($357,605); fee precollections ($145,000); and remaining reserve for NHS Cafeteria Upgrade.

558,630 559,032 51,086 624,578 591,693 83,971 740,110 732,470 91,612 2,076,145 2,079,419 985,546 2,017,239 2,517,298 485,487 2,478,097 2,440,907 522,676 (3)

238,511 264,690 44,341 243,362 271,983 15,720 257,109 267,076 5,753 2,998 21,244 5,994 5,455 6,300 5,149 5,110 6,608 3,650

5,864,045 6,124,462 2,942,685 5,710,732 6,511,126 2,142,290 6,041,496 6,507,486 1,676,300

(1) FY17 Transportation starting and ending balances remove pre-collection to next fiscal year. Fund balance of 1-3 months operations retained for cash flow and contingency purposes.(2) KASE fund balance includes assigned balances: 3 months operations ($305,652), professional development and curriculum alignment ($30,000), digital learning devices ($36,000), as well as other priorities in preparation for the launch of Full Day Kindergarten.(3) Food Service includes assigned fund balances: 1.6 months operating reserves ($357,605); fee precollections ($145,000); and remaining reserve for NHS Cafeteria Upgrade.

Unified Still Life Maria Luisa Colon

NHS '19