Dudley-Charlton Education Foundation Inc

Transcription

1 Dudley-Charlton Education Foundation Inc General Information PO Box 92 c/o John Grondalski Dudley, MA 1571 (58) Website dcedfoundation.org Organization Contact John Grondalski Year of Incorporation 28 1

2 Statements & Search Criteria Mission Statement The Dudley-Charlton Education Foundation, Inc. ("DCEF") promotes continued educational excellence by strengthening community support for public schools in the school district and by funding programs that encourage innovation and enrichment. The DCEF is governed by a board of directors comprised of business, community, and parent volunteers interested in the advancement of public education in the district. The DCEF is independent of municipal boards, committees, and school organizations. Background Statement The Dudley-Charlton Education Foundation, Inc. (DCEF) is a non-profit corporation established in 28 to advance exciting educational initiatives, with practical application, to supplement the curriculum of the Dudley-Charlton Regional School District (district). The district spends less per pupil than most other Massachusetts school districts. A group of volunteers with extensive experience in public education and fund-raising defined the mission, scope, and operating principles of the DCEF and then recruited community leaders to join the board of directors. The DCEF raises its funds through an annual capital campaign, a spring dinner-dance and auction, and a fall golf tournament. Money raised is then distributed directly to district educators through a program of grant awards. Seeking to expanding support of the schools to meet the requirements of the twenty-first century classroom, a DCEF grant-writing committee was formed recently to work in partnership with the district s technology council. Volunteer grant-writers will seek funding to advance the integration of technology in support of the curriculum in each of the district s seven schools. Creation of an endowment fund is envisioned as soon as is practicable. An overriding principle of the DCEF is to operate frugally, permitting resources to be devoted to preparing district students for success in higher education and careers, at a time marked by challenging economic conditions and ever-increasing global competition. Impact Statement Accomplishments: Met or exceeded all financial goals to date. Through June 213, awarded over $15, in grants to K-12 educators. Developed a marketing package for presentation to potential corporate partners. Implemented a donation plan to recognize district educators. Initiated ongoing research and authoring of grants to support district STEM initiative. Broadened community support and involvement by adding organizational tiers including an advisory board and a team of liaisons to represent multiple population segments. Supported first district wide art show (pre-k to 12), developed to be an annual event. Goals: Develop a planned gift and endowment program. Needs Statement Greater community outreach and participation Donor management software program Additional corporate sponsors Grant funding for technology 2

3 Service Categories Elementary & Secondary Schools Fund Raising & Fund Distribution Single Organization Support Geographic Areas Served The Dudley-Charlton Education Foundation, Inc. (DCEF) serves the public schools in the Dudley- Charlton Regional School District. Please review online profile for full list of selected areas served. 3

4 Programs Grants for Educators Description Encourage and support innovative projects in teaching and learning that are consistent with district goals and that go beyond the scope of the regular school budget; Provide students with learning experiences that encourage creative thought processes and problem solving skills; Encourage leadership and creativity in teachers, administrators and students; Support programs that impact a significant number of students; Encourage cross-school, cross-grade, and cross cultural collaboration; Encourage collaboration among teachers, administrators, parents, and community to benefit the Dudley-Charlton public schools; Support programs that provide future opportunities for students. Budget 3 Category Education, General/Other Elementary & Secondary Education Population Served Children and Youth ( - 19 years),, Program Short Term Success The DCEF has funded thirty grants totaling $58,467, at seven district schools. Examples of some of the programs are: Middle school students created and operated a restaurant, improving their academic skills, and learning every aspect of running a business. High school students designed and built weather education stations that have been installed for permanent, public use at Capen Hill Nature Sanctuary. Elementary school students who resisted reading, now wish there were even more time during the school day to read books. High school students attended master classes with members of a Broadway cast, working to perfect their vocal technique, ensemble performance, choreography, makeup, and special effects skills. District educators have been able to purchase document cameras, ipads, physics probeware, environment testing equipment, mathematics software, interactive music practice software and equipment, and mathematics software for advanced learners. Program Long term Success Increased support from parents, district staff, businesses, and community leaders. Sufficient financial resources to fund innovative programs in every school and system-wide improvements to technology and equipment. 4

5 Program Success Monitored By Examples of Program Success Educators who receive grant funding are required to submit an evaluative report. Students, on some occasions, are interviewed, in a casual setting, to learn how a funded program enhanced their classroom experience. The success of programs is evaluated by other than statistical means, usually by the reports of teachers and administrators. Students in an entrepreneurship club stated they had learned about the value of hard work and cooperation and felt more selfconfident as a result of the experience. Middle school students considered to be at risk were involved in a mentoring program to address their academic, physical, and emotional needs. They were rewarded to achieving goals and visited a nearby university to demonstrate the great opportunities available if they apply themselves. Every high school student participated in the return to the school of Rachel s Challenge, named for the first victim of the Columbine shootings. The assemblies and evening program addressed the imperative of eliminating bullying in our schools by promoting tolerance and compassion in order to start a chain reaction of the same. Grant Writing Description Assist district with identifying and applying for grants from corporations and foundations to support the school district's highest priorities. The initial focus (213) is seeking grants to fund items related to enhancing the district's STEM (Science, Technology, Engineering and Math) programs. Budget $26, Category Education, General/Other Education & Technology Population Served K-12 (5-19 years),, Program Short Term Success Program Long term Success Program Success Monitored By Examples of Program Success Outdated and broken science equipment will be replaced and inventory of available equipment increased to serve a greater number of students. Students will be instructed with the latest equipment and technology to best prepare them for post high school education and employment. Periodic reviews with principals and superintendent. Students have current tools and equipment to support STEM learning. 5

6 Management CEO/Executive Director Executive Director Mr. John Grondalski Term Start Aug 212 Staff Information Full Time Staff Part Time Staff Volunteers Contractors Staff Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian Hispanic/Latino Native American/American Indian Other Staff Demographics - Gender Male Female Unspecified Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency nmanagement Formal Evaluation n Management Formal Evaluation Frequency Plans & Policies Organization has a Fundraising Plan? Under Development 6

7 Organization has a Strategic Plan? Years Strategic Plan Considers Does your organization have a Business Continuity of Operations Plan? Management Succession Plan? Organization Policy and Procedures ndiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy Is your organization licensed by the Government? Registration Permit? Under Development Awards Awards Award/Recognition Organization Year Outstanding School Partner Award Massachusetts Association of School Committees 21 7

8 Board & Governance Board Chair Board Chair Mr. John Grondalski Company Affiliation Term Aug 213 to Aug 214 Board CoChair Board CoChair Ms. Christine Lee Company Affiliation Term Aug 213 to Aug 214 Board Members Name Affiliation Status Erin Berthiaume Voting Mr. Joshua Evans Community Volunteer Voting Sean Gilrein Dudley-Charlton Regional School District Exofficio John Grondalski Voting Karen Guy Dyer Voting Ms. Tracey Ide Community Voluteer Voting Christine Lee Voting Dr. Joanne Newcombe Voting David Sherry Voting Joseph Szela Voting Jean Tilly Voting Sabrina Webb Voting Board Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 12 Hispanic/Latino Native American/American Indian Other Board Demographics - Gender 8

9 Male Female Unspecified 5 7 Board Information Board Term Lengths Number of Full Board Meetings Annually Board Meeting Attendance % Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions Percentage Making In-Kind Contributions Constituency Includes Client Representation % 1% 1% Standing Committees Audit Communications / Promotion / Publicity / Public Relations Distributions / Grant Making Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala) Strategic Planning / Strategic Direction Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Additional Board Members and Affiliations Name Dr. Linda Denault Ms. Susan Gunnell Ms. Monique Lemaire Mr. John Meciak Mr. Brian Ravenelle Ms. Karen Spiewak Affiliation 9

10 Financials Fiscal Year Fiscal Year Start July 1, 211 Fiscal Year End June 3, 212 Projected Revenue $42,. Projected Expenses $21,4. Endowment? Spending Policy Income Only Credit Line? Reserve Fund? Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $54,16 $6,47 $52,826 Total Expenses $69,735 $38,67 $34,26 Revenue Sources Fiscal Year Foundation and Corporation $15, $25,441 $2,666 Contributions Government Contributions $ $ $ Federal State Local Unspecified Individual Contributions $27,89 $16,83 $7,268 Indirect Public Support $5 Earned Revenue ($111) ($137) -- Investment Income, Net of Losses $15 $13 $12 Membership Dues Special Events $12,113 $17,937 $24,72 Revenue In-Kind Other -- $386 $128 1

11 Expense Allocation Fiscal Year Program Expense $59,6 $27,598 $25,466 Administration Expense $5,785 $5 $396 Fundraising Expense $4,35 $1,959 $8,164 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 85% 71% 75% Fundraising Expense/Contributed Revenue 8% 18% 15% Assets and Liabilities Fiscal Year Total Assets $71, $86,729 $64,866 Current Assets $71, $86,729 $64,866 Long-Term Liabilities $ $ -- Current Liabilities $ $ -- Total Net Assets $71, $86,729 $64,866 Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets % % % Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? Capital Campaign Anticipated in Next 5 Years? Comments Foundation Staff Comments Financial summary data in the charts and graphs above are per the organization's IRS Form 99s. Further revenue breakout detail was provided by the organization and the 99 Schedule B's, for Foundation and Corporation funding. Created Copyright 218 The Boston Foundation 11