Annual Report and Financial Statements YEAR ENDING DECEMBER 31, 2019 MANZ Guiding Principles • CREATING an environment to foster a love of learning by enhancing freedom with responsibility, valuing creativity, and appreciating individuality. • NURTURING the human spirit by respecting self, others, and the environment through connection, communication and collaboration. • EDUCATING for peace by embracing diversity, celebrating the joy of discovery and practising honesty and humility. What is MANZ? MANZ is a collective of school, organisation, individual and student members working together to provide and promote Montessori education in New Zealand. MANZ is governed by a voluntary council, managed by an executive officer and accounts and administration officer in consultation with members. MANZ Vision: Making Montessori Matter in Aotearoa New Zealand We envision Montessori education becoming a well-known, highly respected and informed choice in Aotearoa New Zealand. MANZ Mission: Montessori Makes the Difference Our mission is to support and influence our community to deliver excellent Montessori programmes that enable the holistic development of infants, children and adolescents.
Transcript
Annual Report and Financial StatementsYEAR ENDING DECEMBER 31, 2019
MANZ Guiding Principles
• CREATING an environment to foster a love of learning by enhancing freedom with responsibility, valuing creativity, and appreciating individuality.
• NURTURING the human spirit by respecting self, others, and the environment through connection, communication and collaboration.
• EDUCATING for peace by embracing diversity, celebrating the joy of discovery and practising honesty and humility.
What is MANZ?
MANZ is a collective of school, organisation, individual and student members working together to provide and promote Montessori education in New Zealand. MANZ is governed by a voluntary council, managed by an executive officer and accounts and administration officer in consultation with members.
MANZ Vision: Making Montessori Matter in Aotearoa New ZealandWe envision Montessori education becoming a well-known, highly respected and informed choice in Aotearoa New Zealand.
MANZ Mission: Montessori Makes the DifferenceOur mission is to support and influence our community to deliver excellent Montessori programmes that enable the holistic development of infants, children and adolescents.
manz - annual report 20202
Karakia for Montessori in Aotearoa New Zealand
Kei konei tātau hei poipoii ngā tamariki, rangatahi me ngā whānau
Kei te mihi ki a tākuta Montessori me ngā tāngata katoa i tautoko i Montessori i Aotearoa
Ka āwhina tātau i ngā kaiako ka tohu i ngā tamarikiKa ārahi i tēnei whenua rangimarie.
We are here to nurture children, young people and their familiesWe thank Dr Montessori and all the people who have sustained Montessori in New ZealandWe support the teachers who guide the children To lead our country to peace
Annual General Meeting Montessori Aotearoa New ZealandTuesday 9th June, 2020 7.00pm
• Apologies
• Confirmation of Voting Members
• Confirmation of 2019 MANZ AGM minutes
• Matters Arising from the Minutes
• MANZ President’s Welcome and Introduction
• Report on MANZ Strategic Aims (2015-19)
• 2019 Annual Financial Reports
• 2020 Budget
• AGM Constitutional Remits 2020
• Nominations/Voting MANZ Council 2020
• Open Forum
Achieving the Vision and Mission….The vision and mission of Montessori Aotearoa New Zealand are achieved through the following strategic aims identified in the MANZ Strategic Plan (2020-24):
STRATEGIC AIM 1: Enabling today’s learners for tomorrow’s worldGoals:• MANZ positions Montessori education as a relevant and
viable choice. • MANZ is responsive to the changing needs of its
community whilst remaining true to the Montessori philosophy.
STRATEGIC AIM 2: Empowering those who serve ākongaGoals:• MANZ PLD is available and accessible annually for kaiako
across all age groups using different media and tailored to the Strategic Aims.
• Kaiako are using the Montessori Journey to Excellence (MJ2Ex) Essential Elements to support practice and professional growth.
• Evaluations of PLD demonstrate positive impact to kaiako learning and development.
STRATEGIC AIM 3: Embedding biculturalism, increasing equityGoals:• MANZ seeks all reasonable opportunities to engage with
tangata whenua. • The principles of Te Tiriti o Waitangi underpin the work
of MANZ.
Honorary MembersDebbie Senoff-Langford
Patrick VanBerkel
Binda Goldsborough
Dr. Nicola Chisnall
Beth Alcorn
MANZ Guiding Principles 1
MANZ Vision and Mission 1
MANZ Karakia 2
MANZ Strategic Aims 2020-24 2
Agenda 2
Honorary Members 2
MANZ President’s Welcome and Introduction 3
Report on MANZ Strategic Aims (2015-19) 4
2019 Annual Financial Reports and 2020 Budget 8
AGM Constitutional Remits 2020 10
Nominations/Voting MANZ Council 2020 10
Open Forum 10
MANZ Council 2019 11
www.montessori.org.nz 3
Parker Palmer tells us that “Self-care is never a selfish act - it is simply good stewardship of the only gift I have, the gift I was put on earth to offer others. Any time we can listen to true self and give the care it requires, we do it not only for ourselves, but for the many others whose lives we touch.”
In these stressful times, I urge you to look after yourselves so that you can support and tend those who rely on you.
Dr. Montessori was no stranger to world upheavals and much of her work and thinking was developed because of (not in spite of ) the times she lived through including two world wars and the Great Flu Epidemic. From this came her vision for a better world and societal change and as we are bombarded by media, we need to hold on to that vision and mission.
The purpose of this report, however, is to outline the performance of MANZ during the year 2019 and I am pleased to report that 2019 was both successful in terms of strategic aims but also in terms of the viability of MANZ as an organisation. I don’t want to double up on the Executive Officer’s report but I do want to acknowledge a few achievements as well as a few people.
In my report last year, I outlined in further detail how I felt MANZ was meeting its Mission (Montessori makes the difference) and related this to the idea of direct and indirect preparation and also the prepared environment. This year, I want to look a little closer at our Vision: Making Montessori Matter in which we envision Montessori education becoming a well-known, highly respected and informed choice in Aotearoa. This calls for us to be advocates for both the child and for our philosophy – to speak up and speak out having a voice and hopefully an influence on the educational and societal climate – and there has certainly been plenty of opportunity for that. At times, it is hard not to feel overloaded by the amount of reviews occurring in the education and other related sectors. Sometimes it can be difficult to know how to respond, to feel like you have both enough and the right information to make a judgment and have a say. You can be reassured to know that MANZ is speaking up on your behalf. The In-Touch e-bulletin keeps you regularly informed not only of what is going on in the various sectors but also of the work MANZ is doing advocating for our tamariki, kaiako and the viability of Montessori education as well as the impact (both positive and negative) we feel some of these proposed changes will have. Where possible, we try and share these views with you in plenty of time so that you too can have a voice and add to the conversation. In the words of Parker Palmer, “One of the most important things you can do is make a difference in the place where you are.”
Two key areas MANZ was working on was in He taonga te tamaiti: Every child a taonga Early Learning Action Plan and the Tomorrow’s Schools review both of which will shape our landscape for years to come. In support of teacher supply, MANZ was active in the review of the Education Training Bill, the Education Workforce Strategy Group, lobbying for teachers to be added to the Immigration Essential Skills in Demand shortage lists, providing information for services and schools wishing to recruit kaiako from overseas, and supporting
schools, centres and kaiako with a number of visa issues.
One of the achievements of which I am most proud is The Guidelines for Montessori Units in state schools. These were unveiled at our conference in Auckland at a hui held for primary principals with Montessori units as well as Trust members. Through open discussion it was clear to see the universality of the challenges we all face and I was delighted to be able to take up the offer to attend part of the Ministry of Education Regional advisors meeting and present a talk explaining Montessori philosophy in particular for the primary aged child and examining ways in which Montessori units and their host schools could support and nurture each other in a symbiotic relationship. There were plenty of questions and discussions after the talk.
Other primary related issues which we met with MOE to discuss included confirming Montessori’s fit within the Special Programme Status as part of schools with an Enrolment Scheme and gaining clarity around the asking for donations both prior and after the changes to the donation scheme.
2019 was the final year of our Strategic Plan and the fact that we were so ready for a new one, is testament to the progress that was made on the previous one. We were fortunate to be able to secure the support of Mark Sweeney (who many of you will know as a guest speaker at MANZ conference 2017). At the conference we presented the draft plan to a dynamic group and received invaluable feedback that had us back at the board tweaking. This fine-tuning has continued but we think we now have got a plan which will both guide and inspire us for the next cycle.
Our new plan has three strategic aims which are summed up as the “3 Es”
Aim 1: Enabling today’s learners for tomorrow’s world
Aim 2: Empowering those who serve ākonga; and
Aim 3: Embedding biculturalism, increasing equity
We are excited to start work towards achieving these goals and deepening our understanding and practice as both an organisation and a community.
Much work has been done on the review of MJ2Ex and I wish to express my thanks to Michela Homer who has guided this work so capably with the support of the re-working team. The previous indicators have now been revised and further developed for the 3-6 and 6-12 sectors while the 0-3 and 12+ sectors have now been added. It is really exciting to see this work progress and the completed document will also be shared with groups such as ERO to support them in reviewing Montessori environments and understanding what matters here.
Conference 2019 in Auckland was entitled Building resilience, resourcefulness and reciprocity for a peaceful world: Ka whakawhanake i te aumangea, ka rarahi ake i ngà rawa, ka tauutuutu i te rangimarie o te ao hurihuri nei and the events in Christchurch in
Tēnā koutou, tēnā koutou, tēnā koutou katoa,These are uncertain and somewhat scary times we live in as I write. Now more than ever, there is a need to protect and nurture our spiritual and mental health as well as our physical well being.
March of that year saw how pertinent this title was in a way that we had never envisioned. As a community we came together and sought strength in each other and inspiration from our wonderful speakers.
It was my great privilege and honour to present two honorary memberships at the MANZ AGM. The first went to Dr. Nicola Chisnall and was accepted on her behalf by Dave Stott. The second award was to Beth Alcorn accepted by Roger Alcorn who joined us from Australia. In hindsight the Council felt that the AGM was not the right forum to honour our tipuna and have agreed to look at other options for sharing these founding stories which tell of both our history and our makeup. As Isaac Newton is attributed to have said, “If I have seen further, it is by standing on the shoulders of giants.” The AGM also voted to award two further honorary memberships for 2020 – Dave Stott and Jan Gaffney.
The MANZ conference is an opportunity to celebrate our present community too. The Dr Nicola Chisnall Memorial Award saw increased interest with a record number of entries. The 2019 recipient was Montessori Children’s House in Hamilton who documented how they reached out to their local community to offer love and support in the aftermath of the Christchurch terror attacks.
The MANZ Study Grant is available to assist kaiako on their journey to become lifelong learners and was awarded to Ashleigh Millar from Meraki Montessori Primary. Ashleigh was using the funds to support her 6 -12 training in Bergamo.
There are so many people who have supported MANZ over the last year (and beyond). Our EO, Cathy Wilson, has been responsible for enacting MANZ’s Vision and Mission. She has been instrumental in assisting MANZ to further our vision for Montessori to become well-known and highly respected. Her professionalism, knowledge and drive has seen MANZ be invited to sit around more tables and have more of a voice. I know from feedback, how much you appreciate the visits to your schools and centres and the support you receive both in person and remotely. Our thanks also go to Charmaine Brown, our other MANZ employee who sees to the MANZ’s financial matters.
My sincere gratitude goes out to the MANZ Executive Council: Mamira Ali, Victoria Denyer, Michela Homer, Krista Kerr, Anne-Marie Love and Rose Phillips. Along with the management team, I feel honoured to work with such passionate and inspiring people.
Kia hora te marino. Kia whakapapa pounamu te moana. Kia tere te kārohirohi a, ko tou hoa haere, ko te rangimarie.
May the calm be widespread. May the ocean glisten as greenstone. May the shimmer of light ever dance across your pathway and may peace itself be your travelling companion.
Ngā mihi uruhau,
Gillian SomersMANZ PRESIDENT
Tēnā koutou katoa,
I am delighted to present to you my fourth MANZ Annual Report which is also the last under the current Strategic Plan. It certainly feels like it was a productive year with MANZ being invited to many different meeting opportunities plus having a couple of meetings with the Minister of Education which had positive results. My biggest disappointment for the year was missing out on being elected onto the Teaching Council Board. This would have been such a wonderful opportunity to promote Montesssori. However, there is always next time ….
This report covers the financial year 1 January 2019 to 31 December 2019.
Conference this year for comments and at the end of this year, the document had its first review with a wide group of Montessorians throughout the country. There is more work to do on this during 2020 before it is designed, published and distributed to you all.
MJ2Ex OnLine PortalAt the end of the year we had 29 member schools on the portal. This has continued to be a forum for sharing of information and ideas.Reviewing the portal will happen next year as part of the full review of MJ2Ex.
Connecting with membership
School visits have continued during 2019 with 40 in total being visited during the year. Visiting schools/centres continues to be a highlight of my role.
I am aware of the balance between overwhelming members with too many emails and ensuring that everyone is kept informed as to what I am doing and what is happening in the wider education field.
Strategic Aim 1
To engage MANZ early childhood centres and schools in Montessori focused inquiry enhancing the outcomes for all ākonga.
Montessori Journey to Excellence (MJ2Ex)
Essential Elements (draft: hard copy)
Michela Homer and myself commenced the review of the Essential Elements of MJ2Ex with the amazing Re-Working Group of Tania Gaffney, Dimitra Pantazis, Carli Hausler, Susan Watson and Samantha Morrison, who was replaced by Krista Kerr for the last face-to-face meeting.
This group has focused on ensuring that we have Essential Elements and indicators of best Montessori practice in Aotearoa NZ for each of the age groups 0:3, 3:6, 6:12, 12:15 years. These were shared at MANZ
www.montessori.org.nz 5
To do this, during this year I have endeavoured to put more on the facebook pages including photos of schools when I visit schools/centres.
Social Media
Facebook has continued to grow as a popular means of sharing information, articles, course and information.
MANZ Public Facebook Page
Followers during 2019 increased from 1602 to 1772.
Closed Facebook Pages
Under 3: 168 members. An increase from 128 in 2018.
Primary and adolescent: 54 members. An increase from 53 in 2018.
InTouch
This forum of communication has continued as a 6-weekly e-letter where I use it to communicate to member schools the work I am doing at Ministry level. It also includes information which I would consider to be useful for schools/services to know. I also add submissions which are submitted on behalf of the members to different Ministry departments advocating for tamariki and the profession.
e-zIne Informed
This has continued as a quarterly magazine. In addition to including articles for each age group and promoting conference and PLD opportunities, I now also include positions being advertised and relevant advertising for teachers.
Montessori Voices
Montessori Voices continues to be published quarterly with just under 4900 copies printed and distributed. It is predominantly directed at parents/whānau with an aim to educate and show them that Montessori offers a pathway from 0-18 years. I also enjoy sharing your community stories on what is happening around Aotearoa so please keep sending them in.
I will be looking at different ways to communicate with member schools during 2020.
Strategic Aim 2
To lead the development of a viable, sustainable and Montessori qualified workforce for MANZ centres and schools.
Conference 2019
Building resilience, resourcefulness and reciprocity for a peaceful world: Ka whakawhanake i te aumangea, ka rarahi ake i ngā rawa, ka tauutuutu i te rangimarie o te ao huruhuri nei.
Conference this year saw a record number attend yet again. This always seems to be a time when though the speakers are an extremely important aspect of the conference, the networking of attendees appears to be just as important to many which is indicated by the chatting seen at breaks.
We were very fortunate with the speakers we had: Michael Dorer, Amy Kirkham, Alyssa Conklin-Moore and our Aotearoa NZ speakers: Anaru Kapa, Anna Renton-Green and Michela Homer.
A highlight for me at conference was inviting all primary kaiako, primary trust members, board of trustees and principals of primary schools with Montessori Units to a meeting to present the Montessori Units in Aotearoa: Guidance and information for school boards of trustees and Montessori parent trusts when considering establishing Montessori units within state schools.
Professional Development and learning (PLD)
Professional development and learning workshops continued through the year for all age groups. Thank-you very much to our Aotearoa speakers 3-6 years Marg Roper and 6-12 years Rachel Ammundsen (6-12) and our overseas 0-3 year speaker Leena Savolainen.
We have a lot of knowledge, depth and talent in Aotearoa and MANZ would like to continue to encourage you, our community, to email myself if you would like to run an age group workshop.
Type of Professional Development 2019 2018 2017 2016 2015MANZ Conference 328 310 300 305 305Workshops 201 322 131 167 159Webinars 271 210 - - -Strengthening Biculturalism Wananga - - 105 60 -Strengthening Biculturalism - Health checks 3 4 2 - -
803 846 538 532 464
MANZ Conference 2020
Keys to Culture: te tatau o te ahurea
At the time of beginning to write this report Covid-19 was not part of our everyday conversation. As you will be aware MANZ Conference 2020 has been cancelled.
Adolescent Introductory Workshop
This workshop had been in the planning for 2 years and was in conjunction with Great Works Inc, Denver, MANZ and MMEF. This too, needed to be cancelled though we are hopeful it will go ahead in April 2021.
Montessori Units in Aotearoa: Guidance and information for school boards of trustees and Montessori parent trusts when considering establishing Montessori units within state schools.
As mentioned, under MANZ Conference 2019, this work was completed to be presented to primary kaiako, trusts and the principal’s of primary Montessori Units. This work was the result of 3 years and one month of toing and froing with the Ministry of Education. While it does not have everything we would have liked in it, it is still a very comprehensive document which gives good guidance to the Ministry, people interested in establishing a primary unit, board of trustees, etc. Thank-you very much to Gillian Somers, Rose Phillips, Jackie Kirk, Anna McLean, Tania Gaffney, and Dimitra Pantazis who worked with me on this.
Support to Montessori Training Providers
I have continued to work closely with both Maria Montessori Education Foundation (MMEF) and Te Rito Maioha training providers in Aotearoa. MANZ and MMEF worked together on both the 0-3 workshop and the planning for the Adolescent workshop in 2020 and support has continued for Te Rito Maioha with the Montessori component of their certificate course.
In July I was approached by Te Rito Mailoha and asked to be part of their Stakeholder group which gives us a Montessori voice to ensure the component remains as high a standard as possible.
On a separate note, Te Rito Maioha is also looking at extending to primary training. I have already had preliminary discussions as to the possibility of AMI/AMS 6-12 training having some form of Recognition of Prior Learning (RPL) if this goes ahead.
Information for Early Learning Centres and Schools on how to Recruit Kaiako from Overseas
With having many inquiries from centres and schools as to how to recruit kaiako from overseas Gillian and myself wrote a process to assist with this. This was added to the MANZ website.
Teaching Council of Aotearoa New Zealand
Following the Ministry and Education/Accord meeting for salary negotiations with the compulsory sector, it was decided a replacement needed to be designed for appraisals. I was very pleased to be invited into this group. We have had a number of meetings with a decision being announced, most likely, mid 2020 for both ece and compulsory sectors as to how the replacement will ‘look.’
Outcome of the ESID Skill Shortages Review 2018/2019
As you are aware, I put in a submission within the review to have Montessori teachers added to this list. Unfortunately while mainstream early learning, primary and high school teachers were added, Montessori were not specified. I am still challenging Immigration with a view to this being changed.
Montessori Australia Foundation (MAF)
When Gillian and I attended the MAF Refresher in June, we were very aware that MAF was in financial difficulty. It went into liquidation in August. Since then two different organisations have emerged: Montessori Australia (MA) which is a privately owned company and Montessori Schools and Centres Australia (MSCA) which is established very similar to MANZ - as a member-based not-for-profit body organisation. I have been in touch with both organisations who thanked me for reaching out. My intention is to have a working relation with both organisations as MANZ did with MAF.
Strategic Aim 3
To grow the identity of Montessori within a New Zealand Aotearoa context
MANZ continues to look at ways we can assist services and kura to develop in this area through workshops at conferences. At MANZ Conference 2019 Anaru Kapa presented 2 workshops which had amazing feedback.
The Next Step-Te Ao Māori(TAM) Practice Health Check for Centre/Kura and Kakano (the child)
MANZ has continued to work with Ānaru and Marie Kapa with these wananga. Four were held during the year. The feedback from the services and kura who have had these has been extremely positive. During 2020 their intention is to extend this out to assist with ensuring Strategic Plans support development of biculturalism through centres and schools.
InGeniousMinds
I worked with Anaru Kapa giving feedback on the development of this web course designed to weave Montessori and Biculturalism together. Anaru offered a one off Master Class at the beginning of October with the online course commencing in February. The course will weave Montessori and Biculturalism together.
MANZ Study Grant
We only had one application this year- Ashleigh Millar to assist her funding of attending the AMI International Montessori 6-12 years course in Bergamo.
Binda Goldsbrough Research Fund
No applications this year.
Strategic Aim 4
To support the Montessori community to advocate on behalf of children (one child/whānau - one centre/ school - one community - one town/city - one country).
www.montessori.org.nz 7
Dr Nicola Chisnall Award
In 2019 we had 6 applications which was the most since offering this award. These were all displayed at MANZ Conference with each attendee being given a ‘paper clip’ for them to cast their vote. Though the voting was close, Montessori House of Children Hamilton was the recipient for their support to the Hamilton community after the March mosque attack in Christchurch.
Representation on Governance/Advisory Groups
Having spent 2016-2018 working on raising our Montessori profile in the early learning sector nearer the end of 2018 I set my sights on the compulsory sector. I approached Iona Holsted, Secretary for Education, to discuss this with her. Subsequently I have been invited onto a few groups including the Education Workforce Strategy Governance Group which is the first governance group I have been asked onto. While these groups do take time to attend, by attending these meetings I have a voice and therefore Montessori is being promoted.
Submissions
MANZ is ensuring that when there is an opportunity, submissions will be put forward on issues which affect tamariki. These are completed to not just advocate for tamariki but also raise the profile of Montessori. There were 15 submissions during 2019. These involved submissions on a range of policy/legislative changes for the Ministry of Education, Ministry of State Services, Department of Internal Affairs, Education Review Office and Teaching Council of Aotearoa NZ.
Acknowledgments
We have had amazing writers for Montessori Voices and e-zine Informed. Without the writers taking the time, our magazines would not have the caliber they have. Thank-you so much to: Carol Potts, Lisa and Nate dei Gratia, Paul Scanlan, Pam Shand, Jan Gaffney, Sharon Udy, Tia Wooller, Carli Hausler, Tesneem Couper and Sarah Bowman. We have also had many kaiako who have written the ‘Quote of the Issue’ and ‘Questions and Answers’ for Voices. I appreciate each and everyone of you.
I have also continued to appreciate the support, in particular, from Gillian Somers, Michela Homer, Charmaine Brown, Council members and many of you who have sent me emails or made phone calls. I consider myself very fortunate.
Tēnā rawa atu koutou,
Cathy WilsonEXECUTIVE OFFICER
MANZ Membership
We have welcomed six new MANZ member schools during 2019.NORTHLAND: Montessori Children’s House Kerikeri
AUCKLAND: Li’l Champs Montessori Early Learning Centre - Highland Park, Remuera Montessori, St Johns Montessori
OTAGO: Best Start Arrowtown and Montessori Oamaru Nursery & Preschool
Schools Closed (C)/Sold (S)/Withdrawn (W)/Converted to mainstream (M)
AUCKLAND: BestStart Montessori Herne Bay (M), Casa Montessori Preschool (S) Wee Wisdom Montessori School - Weymouth Teina (W)
WAIKATO: Wee Wisdom Montessori School - Paeroa (S), BestStart Montessori School House (M)
HAWKES BAY: Little Earth Montessori Havelock North (M)
CANTERBURY: Little Oaks (W)
OTAGO: Little Earth Montessori Queenstown (C)
Total school membership 121 schools with 4400 families/whānau.
MANZ ended the 2019 financial year with a net profit of $9,928 this was $13,984 down on the previous year. The key factors contributing to the income include,
Professional Development, during 2019 our net profit amounted to $25,800. The Auckland conference brought in just under $12,000, and $12,000 from workshops delivered throughout the year and the EO workshops $1,800.
Additional income that factor in our net profit include, The interest from our term deposits earned $8,130.
An additional $8,889 is for advertising in Montessori voices and $7,961 from advertising on the MANZ website and school profiles.
Income received from membership for 2019 was just shy of $178,000, $8,829 under budget.
Income received from sponsorship netted $4,562 and from MJ2Ex $6,750.
Financial Performance
Membership
Professional Development
Strategic Projects
Membership
Professional Development
Management
Sponsorship
Governance
Advertising/Publication income
Interest
Special Projects
47.8%
36.5%
1.6%
16.4%
42.5%
42.0%
1.2%
3.4%
4.5%
2.2%
1.8%
www.montessori.org.nz 9
Membership Expenses $59,417Expenses that ran over budget are EO Travel $845 and Informed $170.
Expenses under budget include EO International Travel $325, Membership Certificates $352, Montessori Voices $4,133, Resources $156, Telephone and Internet $220, and the Website $1,809.
Professional Development Expenses $132,353Expenses that were higher than budgeted include the conference $113,894.
Expenses under budget 0-3 PD $2,128, 3-6 PD $1,733, 6+ PD $347, $281 for EO workshops, and $1,200 budgeted for a bus tour that did not transpire.
Special Projects Expenses $5,804Expenses that ran over budget Dr Nicola Chisnall Award $488.Expenses under budget Biculturalism $4,000, Binda Goldsborough Research Grant $4,600, Study Grant $500, MJ2Ex $3,826 and reworking costs associated with MJ2Ex $757.
Management Expenses $152,401All expenses under budget range from between $10 to $352 and include AO travel, Bank fees, Computer expenses, Depreciation, Insurance, Legal Expenses, ACC, Postage, Printing and Stationary, PD, and International Travel.
Expenses higher than anticipated include KiwiSaver $108, Gifts $26 and staff salaries of $9,378.
Legal expenses of $1,500 were not required.
Governance Expenses $12,432Expenses under budget include Council travel expenses of $3,504, as some council members were unable to attend meetings, Hospitality $398 and Strategic planning $5,704.
A further $808 came from lower than expected costs for annual report and auditor.
MANZ started the year with an opening balance of $293,092 and with our net profit of $9,928 finished
the year-end with a balance of $303,020. Of the accumulated funds, $231,305 are in a number of fixed
term deposits.
2019 Performance Report
The following financial statements provide an excerpt from the audited Performance Report for 2019.
Montessori Aotearoa New Zealand Inc.STATEMENT OF FINANCIAL PERFORMANCE
For the Year ended 31 December 2019
NOTE 31 DEC 2019
31 DEC 2018
$ $
REVENUE Donations, fundraising and other similar revenue 1 $4,562 $2,173
Fees, subscriptions and other revenue from members 1 $350,744 $366,240
Interest, dividends and other investment revenue 1 $8,130 $7,673
Revenue from providing goods or services 1 $8,899 $8,053
TOTAL REVENUE $372,335 $384,139
EXPENSES Costs related to providing goods or services 2 $197,599 $202,715
Grants and donations made 2 ($1,112) $3,251Other Expenses 2 $8,422 $8,452Volunteer and employee related costs 2 $157,498 $145,809 TOTAL EXPENSES $362,407 $360,227
SURPLUS/(DEFICIT) FOR THE YEAR $9,928 $23,912
Montessori Aotearoa New Zealand Inc.STATEMENT OF FINANCIAL POSITION For the year ended 31 December 2019
NOTE 31 DEC 2019
31 DEC 2018
$ $
ASSETS
Current Assets
Bank Accounts & Cash 3 $99,357 $80,072Debtors and Prepayments 3 $7,600 $7,282Other Current Assets 3 $231,305 $226,329TOTAL CURRENT ASSETS $338,262 $313,684
Montessori Aotearoa New Zealand Inc.STATEMENT OF CASH FLOWS
For the year ended 31 December 2019
CASH FLOWS FROM OPERATING ACTIVITIES
31 DEC 2019 31 DEC 2018$ $
CASH WAS RECEIVED FROM:Donations, Fundraising and Other Receipts $4,562 $2,173
Fees, subscriptions and other receipts from members $228,234 $257,881
Receipts from Providing Goods and Services $8,899 $8,053
Interest, Dividends and other Investment Receipts $8,429 $4,910
Net GST ($1,187) $1,824
CASH WAS APPLIED TO (RECEIVED FROM):Payments to suppliers and employees ($223,512) ($238,690)Donations or Grants Paid $1,112 ($3,251)NET CASH FLOWS FROM OPERATING ACTIVITIES $26,537 $32,900
CASH FLOWS FROM INVESTING AND FINANCING ACTIVITIESCASH WAS RECEIVED FROM:Receipts from the sale of property, plant and equipment - -
CASH WAS APPLIED TO:Payments to acquire property, plant and equipment ($2,277) -
Payments to purchase investments/term deposits ($4,975) ($46,330)
NET CASH FLOWS FROM INVESTING AND FINANCING ACTIVITIES ($7,252) ($46,330)
NET INCREASE / (DECREASE) IN CASH $19,285 ($13,430)
The 2020 budget prepared by Council predicts a deficit of $33,885.
The budget was set and passed by MANZ Council in November 2019. However, it has been revised in line with the current environment. The major impact of the deficit is due to cancelling the 2020 conference due to COVID 19 which no one could have foreseen. Of the budgeted loss $17,557 can be attributed to the deposit paid for the venue and work completed so far by the events company. A further $12,000 relates to our budgeted income from the conference. We were also advised the week commencing 6 April that Every Educaid is no longer sponsoring MANZ due to COVID-19.
This report is presented on behalf of the MANZ Council.
Anne-Marie LoveMANZ TREASURER
None
No positions open for Council
www.montessori.org.nz 11
Anne-Marie Love TreasurerRE-ELECTED 2019Rotation 2022
