John Gulla Executive Director ADVIS - EE Ford Foundation Exposition & Forum: Transformative Models for Independent School Sustainability ADVIS Association of Delaware Valley Independent Schools Springfield Country Club October 17, 2018 1 History of the Classroom Sumerian Classroom – circa 2000 B.C. Source: Ethical Politics, Classroom design - pages from history https://www.ethicalpolitics.org/ts/history.html History of the Classroom Early Renaissance classroom History of the Classroom U.S. classroom – circa 1890 C.E. History of the Classroom U.S. classroom – circa 1940 C.E. History of the Classroom U.S. classroom – circa 1960 C.E. History of the Classroom Pod Classroom – circa 1975 A.D. History of the Classroom U.S. classroom – circa 2008 C.E. EXAMPLE GOAL Competition Almost everyone Win students away from public (charter), parochial, and other independent schools (+ home schooling). Consolidation Albany Academies, Springside Reduce overhead and administrative costs by combining Chestnut Hill Academy, St. operations. Paul's Schools Cooperation St. Catherine’s & St. Increase revenue or reduce costs via shared programs, Christopher’s, Baltimore Ind. facilities, or personnel. Schools, Global Online Academy, One Schoolhouse Consociation Hawken School, The Gain market share or secure enrollment pipeline via merger Greenwich Country Day and/or acquisition, preserve assets for mission. School/The Stanwich School Confederation Lakeside/Global Online Create new business streams in concert with like-minded Academy, McDonough peers. School/Folio Coopetition Triangle and Heads Up Compete in some areas and cooperate in others. Consulting Cocharterization Winchendon, Landmark Franchise model: in full or in part-stand-alone school or School, Lakeside School provide special services, i.e. an LD school provides LD support to other schools. This example could also be the Alt School model; i.e “stripped down” schools in strategic locations Collegiation Landmark School and SNHU, College/University/School partnership for teacher training Lovett School and Atlanta (city) or credit (or Healthcare System/School, Museum/School, Business/School, etc.) The Edward E. Ford Foundation The mission of The Edward E. Ford Foundation is to strengthen and support independent secondary schools and to challenge and inspire them to leverage their unique talents, expertise and resources to advance teaching and learning throughout this country by supporting and disseminating best practices, by supporting efforts to develop and implement models of sustainability, and by encouraging collaboration with other institutions. 10 As of June, 2018, the Edward E. Ford Foundation Board has awarded more than 2,000 grants valued at over $122,000,000 to over 900 different schools since its inception in 1957. Over the last few decades, the Foundation has required schools to raise matching funds, which has resulted in over $110,000,000 in additional support for the projects funded. 11 Policies of the Foundation • Must be an NAIS member school with a 9-12 program • Mission to serve a diverse population • Head of school must have served at least 2 years • Schools and Associations must wait 4 years between applications • Good stewardship 12 The EE Ford Foundation Grant Cycles Traditional Grants June, November $25,000-$100,000 Leadership Grants April (School Initiated) $250,000 13 Abington Friends School The Lawrenceville School Academy of Notre Dame de Namur Linden Hall School for Girls The Agnes Irwin School Malvern Preparatory School Archmere Academy Moorestown Friends School The Baldwin School Moravian Academy Church Farm School Mount Saint Joseph Academy Delaware Valley Friends School The Pennington School Doane Academy The Perkiomen School The Episcopal Academy Princeton Day School Sanford School ADVIS schools that have The Shipley School received grants from EE Ford over the years Friends’ Central School Solebury School Friends Select School St. Andrew’s School Delaware George School St. Joseph’s Preparatory School Germantown Academy The Tatnall School Germantown Friends School Tower Hill School Harrisburg Academy Valley Forge Military Academy The Haverford School Westtown School The Hill School William Penn Charter School Holy Ghost Preparatory School Wilmington Friends School Kohelet Yeshiva High School The Woodlynde School Lancaster Country Day School Wyoming Seminary16 38 Leadership Grants have been made since 2008 2008 2009 Garrison Forest (MD) Punahou (HI) George School (PA) Westminster (GA) Germantown Friends (PA) Winchester Thurston (PA) Hathaway Brown (OH) Windward (NY) Lawrenceville (NJ) 2010 2011 Harpeth Hall (TN) Cambridge School of Weston (MA) Norfolk Academy (VA) Harley School (NY) Prairie School (WI) Santa Fe Prep (NM) Tabor Academy (MA) 17 38 Leadership Grants have been made since 2008 2012 2013 2014 Flintridge Prep (CA) Castilleja (CA) Hawken (OH) Metairie Park Country Day (LA) St. Johnsbury Academy (VT) The Lovett School (AL) Riverdale (NY) The Taft School (CT) Seattle Academy (WA) Thacher (CA) Washington International (DC) University School of Nashville (TN) 2015 2016 2018 Emma Willard (NY) College Prep - BlendEd (CA) Deerfield Academy (MA) McDonogh (MD) Cate School (CA) John Burroughs School (MO) Parish Episcopal (TX) The Roeper School (MI) St. Andrew’s Episcopal (MD) Wildwood School (CA) 18 Collaborative Innovation Grant After almost 50 years of Traditional Grants (approximately 25 schools per agenda -- over time grants ranging from $25,000- $100,000) the Foundation began the Educational Leadership Grant Program ten years ago ($250,000 grants to a handful of schools. In April, 2017, the Foundation gave one single $2 million grant to the Mastery Transcript Consortium. We’d solicited larger, multi- school (certain parameters) partnerships. We had 100 inquiries, 20 semi-finalists and 3 finalist proposals. We *may* do this again. 19 Of all the prejudices of pundits, presentism is the strongest. It is the assumption that what is happening now is going to keep on happening, without anything happening to stop it. If the West has broken down the Berlin Wall and McDonald’s opens in St. Petersburg, then history is over and Thomas Friedman is content. If, by a margin so small that in a voice vote you would have no idea who won, Brexit happens; or if, by a trick of an antique electoral system designed to give country people more power than city people, a Donald Trump is elected, then pluralist constitutional democracy is finished. The liberal millennium was upon us as the year 2000 dawned; fifteen years later, the autocratic apocalypse is at hand. Thomas Friedman is concerned. -- Adam Gopnik, The New Yorker, March 20, 2017 20 Dear L+D, Every time my friend wants to go out for Professional Development, we always end up in some generic, soul-sucking establishment, serving watered-down PowerPoint brewed by textbook-touting sages on the stage. I hear you serve local, organic, craft professional development experiences… I have a friend of a friend who may be thirsty, and we were wondering where we can find some of your moonshine? Sincerely, Asking for a Friend of a Friend Source: Carla Silver – Executive Director, Leadership + Design 21 DEMOGRAPHICS • 50.7 million K-12 students in 2018 – 19 (up 100,000 from 2017-18) • 5.9 million (11.6%) of these students will be in non- publics • 3.6 million students expected to graduate from high school in 2019. 3.2 million from public and 400,000 from non-public. • 11.8% of non-publics (about 700,000 or a little more than 1% of total) in NAIS-like schools. National Center for Education Statistics & American Institute for Research 22 DEMOGRAPHICS • Public school student: teacher ratio 16: 1.Fairly constant over the last decade. • Non-public student : teacher ratio 12.3: 1. Falling (was 13: 1 in 2010). • 2018-19 per student expenditure $12,910. National Center for Education Statistics & American Institute for Research 23 Why we need to pay attention… There are over 4,000 colleges and universities in the United States, but Harvard Business School professor Clayton Christensen says that half are bound for bankruptcy in the next few decades. 24 Why we need to pay attention… 25 College Tuitions & Fees, Medical, CPI, etc. http://assets.bwbx.io/images/ishyZ4vV8iWU/v 1/1200x-1.png 26 Day School Tuition vs. Inflation on Annual Basis 27 Why you need to pay attention… 28 Statistics from Enrollment Management Association • Between 2012 and 2060, the proportion of the population under the age of 18 is expected to drop from 23.5 percent to 21.2 percent. • The number of independent school graduates between 2012 and 2032 is expected to decline by 26.5 percent. • In 2016, some 22 percent of NAIS schools did not achieve their enrollment goals, and only 52 percent of NAIS schools met both enrollment and net tuition goals. Source: Hamilton-Kirk, Lynda. Uncovering New Strategies to Grow Enrollment. September 4, 2018. NAIS. https://www.nais.org/learn/independent-ideas/september-2018/uncovering-new-strategies-to-grow-enrollment/ 29 Three School Category Heuristic Bucket #1 ❖ Schools with significant financial and/or reputational capital, and/or admission demand are relatively immune from many of the current challenges. Bucket #2 ❖ Schools that recognize the challenges and threats and that are actively, creatively attempting to change. Bucket #3 ❖ Schools that are continuing with “business as usual” without recognition, or at least a meaningful plan, to adapt to a changing landscape and that are most at risk. 30 31 Suggestions for the Future I. What We Charge A. Why one tuition? B. Indexed? C. Fixed for 4 years of US? Drew D. Glide path 2.5-3% E. A la carte i. Examples – math, Spanish ii. Athletics 32 Suggestions for the Future II. What We Pay A. Faculty salaries i. Step/lane – 1x to 2x over career ii. Broad banding iii. Performance-based pay iv. Why should it take 35 years to reach whatever the highest level of pay a school can afford for its teachers? B. Growth in Headcount C. Cost beyond salaries 33 Suggestions for the Future III.