HomeMy WebLinkAboutWAF Annual report presentation
2012-13 Year in Review
WA Foundation
Mission, Vision & Values
Mission: To provide financial support for Westlake
Academy in its efforts to provide students with an
internationally-minded education of the highest quality so
they are well-balanced and respectful life-long learners.
Vision: To be regarded as an effective, high-integrity
nonprofit organization providing financial resources to
support the mission of Westlake Academy.
Core Values: Integrity, Stewardship, Transparency,
Appreciation, Collaboration, Respect
WAF Goals
Plan, sponsor and promote fundraising events and
friend-raising efforts supporting WA mission.
Effectively manage, invest and allocate financial
resources in accordance with established guidelines
and regulations.
Recognize and appreciate all donors and sponsors
Communicate impact of gifts on WA education
Involve all WA families and the broader community in
supporting Foundation initiatives.
Maintain and manage endowments to help meet the
ongoing financial needs of WA.
2012-13: A Year in Review
Provided over $882,000 in support to WA
Effectively cultivated 80% of WA families for
support via Blacksmith campaign
Hosted numerous fund- and friend-raising
events throughout year
Held spring retreat to review 2010 5-Year
Strategic Plan and plan for 2013-14 school
year and budgeted request of $1.129 million.
Produced three print newsletters and monthly
eBlasts to celebrate “Gifts in Action.”
Blacksmith Annual Fund
Multi-faceted recognition program
Grade Captains drive participation
Gallery Night
*Includes Gallery Days (i.e., FY05 $6,022; FY06 $4119)
**Includes Fund-an-Item (FY10 $90,430 for buses; FY11 $46,200 for tech, FY12 $61,000 for library)
Westlake Baja
November 2009 – Inaugural Event
Grossed $313,000
Awarded $51,070 for 40 professional development grants
October 2012 – 4th Annual Event
Grossed $185,790
Awarded grants totaling $144,208 to support students and staff
With goal to be a “Top 100” school attained,
Fund100’s “faculty focus” expanded to provide
grants for all facets of educational excellence.
$7.9 Million Raised
2003-13
4,102
1,300
1,129
791
1,381
Blacksmith
Arts & Science Bldg
Endowments
Fund100 (Baja)
Gallery Night
In thousands
Grant Activity
In 2012-13, we did not fund any discretionary “love to have” grants as special event proceeds were held to fund the school’s $303,700 operational grant request.
In 2011-12, the Foundation funded over $441,000 in grants to support 21 school and teacher initiatives, including:
$100,000 for all-school Technology resources
$89,700 for professional development for 32 teachers
$86,000 for marketing materials and recruitment efforts
$61,000 to create Library / Media Resource Center
$35,000 for Math Tutor to support G5-G10 students
$26,600 for purpose-designed cooperative group tables
$28,000 for IB curriculum management software
$15,000 for all-school Rosetta Stone license
Financial Goals for 2013-14
$1,000,000 – Blacksmith Annual Fund
$190,000 – Gallery Night
Gallery Night Fund-an-Item may be for weight
room equipment in new Field House
$140,000 – Westlake Baja
$50,000 – external grants
$20,000 – “Run the Ranch” fun run/walk
Potentially initiate endowment campaign
to complement expansion project
Key Strategies
1.Focused team effort to identify and cultivate
external funding opportunities (community
and corporate)
2.Maintain active involvement with annual
school budgeting process
3.Expand WAF Board with individuals
matched to our needs, (e.g., Corporate
affiliations, investment expertise, marketing)
4.Continued communication with BOT and
Administration