November 13, 2018 · Conduct a SWOT (strengths, weaknesses, opportunities, threats) analysis ... (Sheila Reed, Academic Dean) Ann Stephenson, Middle School Teacher. 82 children participated

November 13, 2018

➢ 2017-18 was another year of significant progress

➢ We responded effectively to enrollment changes in 2018-19 and the year is off to a solid start

➢ We are refreshing the strategic plan to ensure the long-term success of CVMS

Goal Score Actions

Grow participation in annual campaign and expand grant applications

• Donations were >$80,000• Broadened giving base with Giving Tuesday event• Fundraising events raised $27k, down ~50% from ’16-’17

Continue to build out long-term facilities maintenance plan

• Facility plan in place and completed assessment of major mechanical equipment

• Fixed foundation under music room & replaced flooring• Several improvements made to school’s IT systems

Middle school plan for success

• Completed project Minerva and implemented recommendations

• Despite project Minerva efforts enrollment declined, necessitating move to Winter Road campus

• Restructured program around smaller cohort

Goal Actions

Develop balanced budget and operating plan for 2018-19

• In light of changes in enrollment by level, develop an operating plan that results in breakeven or better bottom line

• Develop and execute plan to sell the Main Street facility• Ensure fund raising events and the annual campaign meet

budget levels

Update strategic plan and implement recommendations

• Identify and convene team to refresh school’s strategic plan• Develop action plans• Identify and assign resources to implement action plan

Process:

▪ Define and get board support for approach and cross stakeholder task force team members

▪ Review & refresh CMVS mission and core values statements

▪ Summarize and review external and internal factors that have/will impact the CVMS over the foreseeable future

▪ Conduct a SWOT (strengths, weaknesses, opportunities, threats) analysis

▪ Identify and prioritize areas that need attention

▪ Get full board support and align resources

Done

Open

Embracing the Montessori philosophy,

we nurture each child’s individual potential,

we value and nurture the whole child’s intellectual, emotional, physical, social, and spiritual potential

passion for lifelong learning, and sense of world community.

Proposed update

Priorities Proposed Actions

Build on our history of educational excellence and ensure CVMS students continue to perform well against state and national standards and ensure parents are aware of student performance.

Form a task force with at least one teacher and parent from each level (EC – MS) to brainstorm ideas to better explain the assessments current being performed and the outcomes of those assessments

Improve the strength of the CVMS community to include the school staff and student families.

Review and develop action plans in response to the faculty survey conducted in June 2018.

With a goal of enriching families’ overall experience at CVMS, develop options to increase family involvement in everything from understanding the Montessori methods to community building events.

Develop scenarios and contingency plans to ensure the long-term financial sustainability of CVMS.

Develop a 3 business year plan and test several cases to identify a range of actions available to ensure the school maintains financial stability.

Draft –Under Review

Priorities Proposed Actions

Increase enrollment. Refresh the school’s marketing plan with a focus on identifying actions the school could take to be known by and accessible to more people.

Review attrition at each level and identify steps that could be taken to reduce attrition.

Identify other actions to increase enrollment.

Continue to evolve the health and safety practices. Assess and develop plans to continue to improve the schools health and hygiene practices and readiness and protocols for weather related or other environmental incidents as well as life safety threats (to include fire and physical violence).

Draft –Under Review

➢ Head of School – Marcy Cathey

➢ Finance – Jeff Ahrens

➢ Fund Development – Dave Tews

➢ PTO – Wendy

➢ Questions

Christy Gray, UE Teaching Intern

Jan Seeley, Toddler/EC Mentor

Nancy Rahilly, CVMS+ Aid/Contract Sub

(Sheila Reed, Academic Dean)

Ann Stephenson, Middle School Teacher

82 children participated in the program

The final Space Jam ends the summer program with an afternoon of family fun!

Students ToddlerEarly

ChildhoodLower

ElementaryUpper

ElementaryMiddleSchool

TotalMontessori Beginnings

families

2012-13 15 65 48 29 10 167

2013-14 17 67 54 30 9 177

2014-15 13 63 47 34 8 165 32

2015-16 20 42 39 37 9 147 56

2016-17 22 47 35 35 8 147 56+

2017-18 24 59 36 29 8 153 60+

2018-19 22 60 27 21 4/5 135 50+

YEAR SCHOOL VALEDICTORIAN SALUTATORIAN

2007 Notre Dame Mary Knapp Erin Hurley

2008 Corning East Christopher Jakob Caitlin Woglom

2008 Notre Dame Danielle Schenone Eliese Herzl-Betz

2010 Corning West Richard Horgan Michelle Putman

2010 Horseheads Chava Angell Jared Little

2010 Elmira Free Academy Marlyn Moore Ellen Stapleton

2011 Horseheads Abigail Braiman Jackson Firlik

2011 Notre Dame Melissa Mahajan Shaan Amin

2013 Corning West Qingyang Chen Jeremy Koob2013 Notre Dame Brittany Schutrum Mary Pelkowski

2014 Notre Dame Clara Nelson Emily Davies

2015 Corning Painted Post Jenna Morgan Brian Austin

2015 Horseheads Sebastian Bauco Emma Eisner

2015 Notre Dame Zachary Brand Ryan Bayne

2016 Horseheads Meredith Braiman Shuchi Amin

2016 Twin Tiers Christian Academy Hannah Wilke

2018 Corning-Painted Post Sriram Hathwar

2018 Notre Dame Justin Bauco

▪ New floors in all hallways—thank you Corning Enterprises!

▪ Upgraded playground: updates to equipment and additional mulch & sand

▪ Update lighting in all closets

▪ New paint in all EC classrooms

▪ Updated CVMS+ Bathroom

▪ New Dishwasher in LE

▪ Repairs in LE kitchen cabinets and Mrs. Eberhard's door

▪ Parking lot: drainage and surface work

Annual Goals, 2017-18 Actions to taken/in progress

Improve School Communications

• Continued communications improvements made to all constituents• Standardized the format for the weekly parent communication • New school admissions brochure and new Parent Handbook• Launched new website

Enrollment Management

• Significantly improved Facebook advertising which increased activity in admissions pipeline

• Launched the Fall Admissions Open House dates that are supported by targeted print and electronic marketing

• Implemented a fall shadowing program for our 5th/6th grades to spend a day at the Middle School.

• Meeting Principals and Heads from other schools in the area

Engage Alumni and Past Families• Hosted 2nd Annual Homecoming with Mini-Mustang Fun Run and 5K

Mustang Gallop. Raised $5,000 through sponsorships and donations.

Fundraising• added #GivingTuesday to the annual fundraising line-up. • #GivingTuesday raised $13,923 ($17,023 with Corning matches).


Continued Growth of CVMS+

• Camp Mustang proves to be a valuable part of CVMS program to families• Continued to assist and support the expansion of afterschool enrichment

offerings and usage of the before/after/gap camps.• Partnered with the Science & Discovery Center and local businesses to

enrich offerings

Maintain a Balanced Annual Budget

• Created new policy for classroom budgets and budget management• Centralized purchasing of equipment and consumables• Led CVMS to positive income and cash flow to have a second year of

operations that met the Finance Committee’s target goal





Enrollment Management • Our student body target size is 150-160. • Low enrollments in EC from 2013-2016 created a enrollment deficit • The results: 20 fewer students than in 2017-18

Excellence in Curriculum and Instruction

• All faculty & staff have specific Professional Development Plans • Academic Dean & Director of Instructional Support are devoted to

excellence in instruction and the optimal learning environment.• CVMS will attend the American Montessori Society Annual Conference in

Washington, D.C., March 2019• The Instructional Support Center insures that all students get their best

education.

CVMS+

• Expansion of Enrichment programs for all levels.• Return of the Kaleidoscope Program at 11:30 a.m. for half day

EC1’s and EC2’s.• Completion of the Day Care License: This facilitates and supports the

possibilities of CVMS+





Focus on Community Building

This year we are intentionally planning activities and events that build community: • Homecoming: On-campus event to encourage more current and alumni

families to participate in the run/race and picnic.• Snowball: The spaghetti dinner/intergenerational dance will be held off-

campus this year. • Spring Fling!• Carnival




➢ PTO – Wendy

➢ Questions

▪ Fiscal year 2017-2018 Results

▪ Fiscal year 2018-2019 Outlook

▪ Finished the fiscal year positive to budget

▪ Improved net cash position

▪ Paid off the Main Street building loan

▪ Established a strategy and policy for financial investments

Strong growth in Camp

Mustang and CVMS+

Statement of Revenues

Fiscal Year 2017-18 2016-17 % Change

Tuition/Fees $1,155,060 $1,058,099 9%

Camp Mustang $40,071 $18,471 117%

Donations/ Fundraising $136,466 $164,555 (17%)

CVMS+/ Enrichments $98,940 $75,759 31%

Other $8,469 $11,436 -

Total Operating Income $1,439,006 $1,328,320 8%

Strong growth in Camp

Mustang and CVMS+

Third EC Classroom

Finished 2018 Positive

to Budget

Statement of Expenses and Bottom Line

Fiscal year 2017-18 2016-17 % ChangeCompensation & Benefits $1,045,601 $939,986 11%Classroom & Specials $58,403 $31,912 83%Admin., Advert., Supplies Staff Dev., Prof. Fees $83,885 $60,083 40%Depreciation $62,531 $60,643 3%Utilities $28,430 $25,860 10%Building and grounds $54,166 $47,716 14%Insurance, Interest, Other $92,482 $97,419 (5%)

Total expense $1,425,498 $1,263,619 13%Total operating profit/(loss) $13,508 $64,701 (79%)

MS Makers Room Grant

Expense

Added EC Staff for

Third Room

Fiscal Year2018-19

Budgeted 2017-18 % Change

Tuition/Fees $1,040,487 $1,155,060 (10%)

Camp Mustang $36,000 $40,071 (10%)Donations/ Fundraising $100,000 $136,466 (27%)CVMS+/ Enrichments $97,000 $98,940 (2%)

Other $15,625 $8,469 84%Total Operating Income $1,289,112 $1,439,006 (10%)

Statement of Revenues

Enrollment Reduction in

upper levels but growth in EC

Fiscal year 2018-19 Budgeted 2017-18 % Change

Compensation & Benefits $967,347 $1,045,601 (7%)Classroom, Specials, Tech & Trips $55,250 $76,705 (28%)Admin., Advert., Supplies Staff Dev., Prof. Fees $75,570 $83,885 (10%)

Depreciation $55,500 $62,531 (11%)

Utilities $23,500 $28,430 (17%)

Building and grounds $47,000 $54,166 (13%)

Insurance, Interest, Other $48,500 $74,180 (35%)

Total expense $1,272,667 $1,425,498 (11%)Total operating profit/(loss) $16,445 $13,508 22%

Statement of Expenses and Bottom Line

▪ Cash flow projected for 2018-19 $20k

— Operating Profit $16k

— Depreciation $57k

— Capital investments ($25k)

— Mortgage principle ($28k)

▪ Continue budget management process to maintain positive net income and cash flow

Net Cash = Cash + Investments - Debt

Normal Ops + Expected Main Street

Sale

Thank you!2017-2018 Committee

▪ Joseph Calderone

▪ Marcy Cathey

▪ Kevyn Hennessey

▪ Steve Miller

▪ Laurie Thompson

▪ Merlyn Tiwari

▪ Lynn Williams

2018-2019 Committee

▪ Joseph Calderone

▪ Marcy Cathey

▪ Kevyn Hennessey

▪ Steve Miller

▪ Laurie Thompson

▪ Lynn Williams

▪ Mike Vence




➢ PTO – Wendy

➢ Questions

• 2017 Fundraising and Donations

• Fundraising $26,919

• Donations $92,547*

• Restricted Grant $17,000

• TOTAL DONATIONS $136,466

*includes additional matched funds

Breakout

• Cash, Check and Stock Donations $38,737

• United Way Contributions $19,929

• Matching Funds $16,858

• #GivingTuesday $

• Sequinalia & Other Fundraising Events $26,919

• Corning Enterprises Grant(Tech and UE/LE Classrooms) $17,000

TOTAL DONATIONS $136,466

#GivingTuesday!

▪ The Bill & Melinda Gates Foundation and Facebook matched up to $2 million for monies donated to non-profits on Nov. 28, 2017.

▪ Each non-profit is eligible for up to $50,000 but maximum per person donation is $1000. Facebook waived all fees.

▪ CVMS earned $2,000 from the Gates/Facebook match.

• Total Funds pledged: $13,923

• Matching funds earned: $3,100

• Total Funds raised: $17,023!

• Significant Budget Line Item

• Fund for Excellence supports all activities at CVMS and assists in maintaining tuition rates

• Changes in tax laws for this year encourage business sponsorships

• Stock Giving allows for an additional tax benefit

• Monthly contributions are possible through TADS

✓Dave Tews, Chair

✓Rachel Tews

✓Heather Smith

✓Andrew Thompson

✓Maria Quagliana

✓Marcy Cathey

✓Eileen Gehl

✓Jenny Horigan

✓Kailea Reed

✓Laurie Thompson

✓Tonya Wilcox




➢ PTO – Wendy Gulati

➢ Questions

▪ Projects to date this year✓ Homecoming volunteers✓ Open House volunteers

▪ Fundraiser: CVMS logo clothing

▪ Plan for funds ✓ 4 Teacher Grants ✓ 1 School-Wide Grant

(Last year’s grant- new blinds throughout the building)

▪ Community-building events✓ Celebration of Cultures✓ Party on the Playground

▪ Over 50 volunteers helped throughout the school year!

▪ Celebration of Cultures✓ Over 200 attended

✓ 19 Countries represented

✓ Amazing buffet of international foods

✓ Spectacular fashion show

✓ Live entertainment by students & parents, and

✓ A good time was had by all!




➢ PTO – Wendy

➢ Questions

Documents

November 13, 2018 · Conduct a SWOT (strengths, weaknesses, opportunities, threats) analysis ... (Sheila Reed, Academic Dean) Ann Stephenson, Middle School Teacher. 82 children participated