HomeMy WebLinkAboutWestlake Academy Foundation Annual Presentation 04-24-172016-17
Year to Date
PROVIDING FINANCIAL SUPPORT TO WESTLAKE ACADEMY’S STUDENTS, TEACHERS AND STAFF MEMBERS
AS OF APRIL 2017 | FISCAL YEAR ENDS IN AUGUST 2017
Fundraising
2016-17 Gross Totals
$3.118 Million Total as of April 24, 2017
Endowments Blacksmith Annual Fund Gallery Night Westlake Baja
$1,565,000
$1,080,000
$343,000
$130,000
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Endowment Fund
(Principal & Growth)
Charitable contributions & fund
growth, which includes 10% gross
event proceeds, move us toward our
$5 million endowment goal.
Noteworthy Accomplishments:
•Received gift to establish $200K Gingy Quinn Fund
for Teachers (innovative classroom instruction
& research)
•Changed fund managers to accelerate fund growth
•Contributed to Foundation’s net assets exceeding
$2 million as of March 2017
$1,565,000
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Blacksmith Annual Fund
As a charter school, Westlake Academy only
receives 70% of state dollars per student
compared to the average public school. The
Blacksmith Annual Fund provides important
dollars to fill in the financial gap for the
ongoing operations of the school.
Noteworthy Accomplishments:
•Currently at $1,080,000 in gift & pledges
•Through March 31, 2017, provided $993,163
of $1 million goal to support WA operations
•Currently at 80% family participation
•Increased marketing focus on 100% family
participation to make goal
$1,080,000
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Gallery Night
Held each spring, Gallery night is an art-
themed evening of fun with a
spectacular live & silent auction. Event
proceeds enable the Foundation to fund
grant requests.
Noteworthy Accomplishments:
•Record $129,500 in sponsorship
•Raised $105,250 for this year’s Fund-
An-Item: a new, customized 71-
passenger bus
•Support from WPAS-sponsored Artists-
in-Residence program led to beautiful
art pieces created by students,
teachers and artists that raised $8,100
$343,000
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Westlake Baja
Proceeds from this event fund
grants to recruit, retain & develop
high-quality teachers
& to provide classroom
&technology resources.
Noteworthy Accomplishments:
•Adding ”Six-hole Shootout” golf
pushed sponsorships to $72,500
•Brainstorming next year’s event given
Vaquero Clubhouse remodeling
$130,000
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Other Accomplishments
•Raised $606,664 from 307 donors on North
Texas Giving Day (#3 in DFW Metroplex)
•Earned $15,000 in NTGD Bonus Funds
used to buy three 3D printers & a large-
format printer
•Partnered with WAHOC to provide
coordinated grant funding
•Provided $36,202 toward grant requests
to date, with additional $38,798 planned
for distribution by end of August
•Distributed $5,750 in travel awards to
seven students
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Grant Request Summary
2016-17 school year
Name Type Amount
Strengths Explorer for 5th grade*PYP $980
Basic Life Support/CPR Training Course DP/PE/Health $4,123
Brain-Based Science, Learning & Achievement Conf.*Professional Development $5,303
National Art Educator’s Association Convention*Professional Development $2,857
National Math Educator’s Conference Professional Development $6,855
SPRK Robots*PYP/MYP $3,080
Archery Equipment*MYP/PE/Club $4,005
G5 Science/STEM Lab PYP $2,359
Teaching & Learning Through Inquiry Professional Development $4,140
“Why History Matters” Oxbridge Academy Professional Development $2,500
TOTAL (as of April 2017)$36,202
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*HOC provided $1,780 in funds toward these projects.
Funding for
Travel Awards
•$2,500 from Bradley Endowment
•$2,000 from San Miguel Gallery
Night auction package
•$1,250 from quick sale of
American Airlines tickets
This funding supported seven
students in travel to China, Tibet,
San Miguel & Costa Rica.
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Goals for Next Year
Continue to:
•Use strategic marketing planning & resources (social media, monthly mailers, Year -in-Review, videos, website, etc.)
•Maintain active involvement with annual school budgeting process
•Maximize opportunities to recognize all donors & sponsors
•Identify, cultivate & steward external funding opportunities (individual, community and corporate)
•Coordinate efforts with WA & other affiliates (WAHOC, WAAC)
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How the Board of Trustees
Can Help
•Continued 100% support of Blacksmith Annual Fund campaign by
Trustees –THANK YOU!
•Continued support of Foundation initiatives –THANK YOU!
•Continued introductions to individuals & corporate contacts to
support WA through Foundation events –THANK YOU!
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THANK YOU!
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