SOURCE
TUITION & FEES
Moderate increases in tuition & fees
4% tuition increases for 5 years
$0
SOURCE
TUITION & FEES
Moderate increases in tuition & fees
5% tuition increases for 5 years
+$1m
SOURCE
TUITION & FEES
Moderate increases in tuition & fees
4.5% tuition increases for 5 years
+$500k
SOURCE
TUITION & FEES
Moderate increases in tuition & fees
3.5% tuition increases for 5 years
-$500k
SOURCE
TUITION & FEES
Moderate increases in tuition & fees
3% tuition increases for 5 years
-$1m
SOURCE
CAPACITY & ENROLLMENT
Low to moderate class size at current enrollment levels
Budget at 360 students (Current capacity: 400)
$0
SOURCE
CAPACITY & ENROLLMENT
Low to moderate class size at current enrollment levels
Increase classroom capacity from 20 to 21 in grades K-4 (new capacity: 410)
+ $1m
SOURCE
CAPACITY & ENROLLMENT
Low to moderate class size at current enrollment levels
Address grade 5-8 under enrollment & gradually increase average class size from 15 to 16 students
+ $500k
SOURCE
GIVING
Enhanced annual giving, endowment, & other gift income
Single fundraising campaign annually (annual fund & no auction)
$0
SOURCE
GIVING
Enhanced annual giving, endowment, & other gift income
Add a new non-auction fundraising event annually for 5 years
+ $250k
SOURCE
GIVING
Enhanced annual giving, endowment, & other gift income
Add an auctionannually for 5 years to maximize fundraising
+ $750k
SOURCE
SUPPLEMENTAL PROGRAMS & SERVICES
More programs & services to help support families & operations
No new supplemental programming
$0
SOURCE
SUPPLEMENTAL PROGRAMS & SERVICES
More programs & services to help support families & operations
Add a new summer camp
+ $75k
SOURCE
SUPPLEMENTAL PROGRAMS & SERVICES
More programs & services to help support families & operations
Introduce new facility rental program after school and on weekends
+ $75k
SOURCE/USE
FINANCIAL SECURITY
Progressive accumulation of operating & other reserves; manage appropriate debt levels
$100k average annual surpluses (1% total revenues); goal of 1-2 months of operating reserves on hand.
$0
SOURCE/USE
FINANCIAL SECURITY
Progressive accumulation of operating & other reserves; manage appropriate levels of debt
$50kincrease in annual operating surpluses to $150k(1.5% revenues); goal of 2-3 months of operating reserves on hand
-$250k
SOURCE/USE
FINANCIAL SECURITY
Progressive accumulation of operating & other reserves; manage appropriate debt levels
Pay down an additional $500k in debt over 5 years
- $500k
SOURCE/USE
FINANCIAL SECURITY
Progressive accumulation of operating & other reserves; manage appropriate debt levels
$50k reduction in annual operating surpluses to $50k (0.5% revenues); goalof 1-2 months of operating reserves on hand
+ $250k
USE
SALARIES & BENEFITS
Investment in faculty & staff salaries (very competitive in marketplace)
3% total salaries increase for 5 years; no headcount change
$0
USE
SALARIES & BENEFITS
Investment in faculty & staff salaries (very competitive in marketplace)
4% salaries increase for 5 years (or 4.5% w/equivalent reduction in staffing)
- $800k
USE
SALARIES & BENEFITS
Investment in faculty & staff salaries (very competitive in marketplace)
2% salaries increase for 5 years (or 3% w/equivalent reduction in staffing)
+ $800k
USE
SALARIES & BENEFITS
Investment in faculty & staff salaries (very competitive in marketplace)
5% salaries increase for 5 years (or 5.5% w/equivalent reduction in staffing)
- $1.6m
USE
PROFESSIONAL DEVELOPMENT
Investment in faculty/ staff ongoing education & other development
$40k annual investment in professional training & conferences ($725per person)
$0
USE
PROFESSIONAL DEVELOPMENT
Investment in faculty/ staff ongoing education & other development
$10k additional annual investment to $50k total ($725 to $900 per person)
-$50k
USE
PROFESSIONAL DEVELOPMENT
Investment in faculty/ staff ongoing education & other development
$20k additional annual investment to $60K total ($725 to $1.1k per person)
-$100k
USE
FINANCIAL AID
Strong financial aid program to help ensure socio-economic diversity
FA as a % of tuition is 10% annually for 5 years
$0
USE
FINANCIAL AID
Strong financial aid program to help ensure socio-economic diversity
FA as a % of tuition increases from 10% to11% over 5 years
- $400k
USE
FINANCIAL AID
Strong financial aid program to help ensure socio-economic diversity
FA as a % of tuition increases from 10% to 12% over 5 years
- $800k
USE
PROGRAMMING
Strong program/ curriculum with “state of the art” IT, science, & other
3% annual additions to classroom, textbooks, and other existing curricular budgets
$0
USE
PROGRAMMING
Strong program/ curriculum with “state of the art” IT, science, & other
Expand middle school STEM program offering
-$500k
USE
PROGRAMMING
Strong program/ curriculum with “state of the art” IT, science, & other
Eliminate middle school drama program
+ $500k
USE
PLANT & CAMPUS PLANNING
Appropriate maintenance of physical plant (avoid deferred maintenance)
$25k annual budget for major repairs and maintenance
$0
USE
PLANT & CAMPUS PLANNING
Appropriate maintenance of physical plant (avoid deferred maintenance)
Increase annual major repairs and maintenance budget from $25k to $125k
- $500k
USE
PLANT & CAMPUS PLANNING
Appropriate maintenance of physical plant (avoid deferred maintenance)
Increase annual major repairs and maintenance budget from $25k to $175k
- $750k
WILD CARD!
What is your treasured goal?
How can we accomplish it? How much will it raise or cost?
$ ______
WILD CARD!
What is your treasured goal?
How can we accomplish it? How much will it raise or cost?
$ ______
WILD CARD!
What is your treasured goal?
How can we accomplish it? How much will it raise or cost?
$ ______
WILD CARD!
What is your treasured goal?
How can we accomplish it? How much will it raise or cost?
$ ______
WILD CARD!
What is your treasured goal?
How can we accomplish it? How much will it raise or cost?
$ ______
WILD CARD!
What is your treasured goal?
How can we accomplish it? How much will it raise or cost?
$ ______