Everyone Counts - WBMS 2013 Annual Fund Drive Presentation

WHILE WE TRY TO TEACH OUR

CHILDREN ALL ABOUT LIFE,

OUR CHILDREN TEACH US

WHAT LIFE IS ALL ABOUT.

- MARIA MONTESSORI

All-School Meeting

Sara Vipond – Board President

2013-2014 All-School Meeting

Agenda

Our School Who are we? What can we offer? The 2013-2014 budget at a glance

WBMS FundraisingAnnual Fund Drive Kick-offMeet the Dohmeier family

2013-2014 Board Members

President – Sara Vipond Finance – Dan Evans Emeritus – Jen Esnough Personnel – Kjel Johnson Marketing – Ching Lo Facilities – Michael Schmidt Volunteer Coordinator/Parent Relations- OPEN Funds Development – Donna Sommerfeldt Staff Representative – Amanda Puchreiter Member-at-Large – Tiffany Cavegn Member-at-Large – Sabrina Fay

Demographics of WBMS

63 Families 10 New Families (16%) 53 Returning Families (84%) 86 Children (full capacity with current staff = 120 children)

From 25 Communities across the Twin Cities! 13 Families from White Bear Lake 8 Families from Maplewood 6 Families from Mahtomedi 5 Families from Vadnais Heights Some other communities include: Stillwater, Woodbury,

Dellwood, Hugo, Lake Elmo, St. Paul, Lino Lakes, Mounds View, Little Canada, Mendota Heights

Enrollment Comparison

2012-2013 Enrollment(end of year)

2013-2014 Enrollment

Toddler 12 11

Children’s House

45 37

Extended Day

24 16

Elementary 22 22

Total 103 86

On Solid Ground

WBMS is financially healthyMaking fiscally responsible decisionsA school with superb GuidesExtremely active and vivacious parent community

The Finest Education

In 2002, WBMS became the third Montessori in the Twin Cities Metro Area to become AMI certified. Guaranteeing a consistent, quality, and professional Montessori education for your child

Over 8,000 AMI accredited schools around the world in over 6 continents, 110 countries. There are only 10 in Minnesota.

Strong work ethic Children regularly do more than what is required Time management skills Learn to take initiative Social skills with both adults and children of all ages Not afraid to ask questions Know how to make good choices Superior academic achievement

Montessori Outcomes

Dan Evans – Board Treasurer

2013-2014 All-School Meeting

WBMS 2013-2014 Financials

Expenses

Payroll $ 526,500

Mortgage $ 81,000

Classroom $ 22,500

Building $ 76,500

Admin $ 53,500

Misc. $ 9,000

TOTAL $ 769,000

2013-2014 Projected Expenses

Payroll68%Mortgage

10%

Admin 8%

Building11%

Classroom3%

Misc.1%

(non payroll)

Income

Tuition $687,500

Grants $31,500

Annual Fund $24,000

Auction $26,000

TOTAL $769,000

2013-2014 Revenue Goals

WBMS 2013-2014 Financials

Tuition90%

Grants4%

AFD3%

Auction3%

WBMS 2013-2014 Fundraising

1. Grants

2. Annual Fund Drive

3. Annual Spring Auction Event

*100% community participation in these events sets a standard that any potential donor will respect.

Oh, AND

Target Red Card Encourage friends, family, neighbors to designate WBMS

General Mills Box Tops Request that Grandma and Grandpa save their Box Tops

Annual Fund Drive 2013-2014

“Everyone Counts!”

Donna SommerfeldtFunds Development Board Member

What we’ll Cover

●Theme “Everyone Counts!”●Why Fundraise?●Why not just raise tuition?●How do we determine how much

money to raise?●How will we fundraise?●Focus on Annual Fund Drive

Everyone Counts!

●Children●Families●Staff / Faculty●Extended Family and Friends●Alumni●Community

Why Fundraise?

Normal part of being in a school system

Giving backCovers cost to run the school

Why Not Raise Tuition?

Actually, we doAs Affordable as possibleTax Credit / Deduction

How Do We Determine How Much?

In 2013-2014:

projected expenses are: $770,000projected income (tuition) is: $ 720,000

$ 50,000 gap

How Will We Raise It?

Annual Fund Drive: $24,000Annual Auction: $26,000

$50,000

Previous Years AFD

2012-2013Goal: $27,000

Total Collected:$29,295

Families: $25,850Friends, Ext Family, Alumni,

Contactors: $3,445

2007-08 Goal: $40,000

2008-09 Goal: $40,000

2010-11 Goal: $30,000

2011-12 Goal: $27,500

Donation Request Amount

Annual Fund Drive: $24,000Number of Children: 85

Guidelines for Donation$ 300 per Child

Participation Goal

Our Participation Goal is 100%

Board and Faculty Donations

Total: $4,540

What’s Left?

$24,000

$19,460

Corporations that Match your Donation

Ameriprise FinancialBEA SystemsBlue Cross Blue

Shield MinnesotaBoston ScientificCSIDeluxe CorporationEcolabGlaxo Smith Kline

HB FullerMedtronicNRG EnergyPiper JaffraySecurianTravelersUS BankVerizonWells Fargo

Extended Family, Friends, Alumni, Contractors and Vendors

• Last year we invited extended family, friends and alumni to participate in our AFD• We also invited contractors/vendors• With their generous support we surpassed our goal• Inviting them to participate again this year

Contractors/Vendors

• Please patron these businesses

•Abbot Paint

•Adam’s Pest Control

•Audubon

•Carlson Print Group

•King Lawn & Landscaping

•Maplewood Community Center

•Metro Sales, Inc

•Pine Tree Apple Orchard

•Polka Dot Yoga

•Premier Bank

•Raptor Center

•Trader Joe’s

•USA Inflatables

•White Bear Glass

When?

Annual Fund Drive: Tuesday, October 8 – Thursday, October 24

Annual Auction Event: TBD

Annual Fund Drive

Starts today! Ends Oct 24How it Works / ProcessCommunication toward our goals$24,000 = $300/child100% participation

Confidentiality

Dan Dohmeier & Sam JennigesOlivia, Ben and Simon

Work on What Interests Me Personal Relationship with Guides Independence Learn at Own Pace High Expectations of Self Not Motivated by a Grade-Want to LearnSmall Group Teaching Respect Responsibility Creativity Encouraged Learn High Level Skills Hands on Experience

What a Montessori Education Means To Us

Freedom of Choices with ResponsibilityA Good Investment