PHILANTHROPIC FUNDING IN SANTA FE PUBLIC SCHOOLS

PHILANTHROPIC FUNDING IN SANTA FE PUBLIC SCHOOLS Draft Working Document Education Convening Meeting February 5 and 7, 2013 Santa Fe Community Foundation Prepared by Joohee Rand, Consultant

WARNING: This presentation/document contains data-intensive content. GROUND RULE: Don t jump to conclusions. Our goal is to spark thoughtful questions and discussions rather than to give answers. 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 2

Objectives 1. Provide a glimpse of where & how the philanthropic sector is currently investing in Santa Fe Public Schools 2. Discuss: What does the data suggest about where & how we want to invest? Are there ways we can collectively: - Improve our current investment and impact? - Attract more capital where it is needed most? What will it take to move toward collective efforts? 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 3

Questions to Consider - Funders 1. Does the picture painted by this data portray a strategic approach to where and how we want to invest? Should there be a shared and explicit strategy for our collective investment? Are we investing in the right places (schools, nonprofits, grade levels, programs)? Where is the priority and the gap? How are we making decisions? Do we have sufficient information to make effective investment decisions? 2. What is our approach to improving school performance? Should funders be more targeted in their investment to specific schools? Why or why not? Should funders care what schools nonprofits provide programs to? What are some strategies to increase funder/nonprofit collaboration in the same school? Should the philanthropic sector have a collective school-based strategy? 3. How could we work together to develop a better strategy (nonprofits and funders): To improve our current investments and their outcomes? To attract more resources where it is the most needed? To increase our impact? 4. Is more information needed to successfully drive collective efforts? If yes, what information, and what is the best approach to collect the information (on an on-going basis)? 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 4

Project Scope and Limitations Funding collected for 2012 Calendar Year including: - Direct funding to SFPS (District or individual schools) - Education and other related funding to nonprofits that serve SFPS and its population as primary target (e.g., early childhood and post-secondary education were not included) Partial view based on limited data - Approximately $2.9M total funding activities (2.5~3% of relevant SFPS budget items*) - Survey of 7 major local funders in SFPS/education: SFCF, McCune, LANL, Brindle, Dollars4Schools, LANB, and Anonymous (216 grant/donation entries, $1.9M)** - SFPS accounting database (713 accounting entries, $1.9M) - Select nonprofit showcase examples Limitations - Incomplete/inconsistent data from diverse sources patched together; overlaps eliminated where identified - Simplification and best guesses used where needed General Fund ($94M, 3%) or including Special Revenue Fund ($115M, 2.5%); not including Capital Project Funds and Debt Service budget items. See Appendix A2. This is NOT a comprehensive list of key philanthropic funders in SFPS. For example, United Way has spent approximately $250,000 per year (50% of which was funded through federal grants) over the last three years for the Community School initiative at Aspen Community Magnet School (out-of-school programs including afterschool reading and adult education; excludes pre-k). United Way is both the funder and the provider for the initiative. Federal grants to the initiative will end this year. 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 5

Funding Flow Captured in This Study Other Funders (not surveyed) $500K+ $909K Funders (7 surveyed) $1,881K SFPS $1,899K Other Funders (not surveyed) $972K Approximately $2.9M total funding activities Nonprofits covered after adjusting for overlaps in data ($3.9M including $438K overlaps) District Office Individual Schools See Appendix 3 for detailed back-up Note: This diagram represents a simplified framework. There were inconsistencies in amounts for overlapping funding activities recorded by funders vs. SFPS or nonprofits. In general, we attempted to use the data from funders except when detailed school funding information was available only from SFPS or nonprofit databases. See Appendix 3 for illustration of data overlap and which source was used as a primary data source for combined analysis. 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 6

Taxonomy for Landscape Analysis Overall Summary By Type of Grantee (Nonprofit vs. Schools) By Funder By School By Nonprofit School By Grade Levels (K-Elementary, Middle, High) By School Achievement Zones (Innovation, Acceleration, Transformation) Per Student Capita By % of free or reduced lunch Funding Type By Type of Funding - Program - Advocacy - Capital / infrastructure - General Operations Programs / Nonprofit By Program Area - Academics - Enrichment - Support Services - Out-of-school Time - Educational Resources Schools served by key programs (TBD) 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 7

What the Initial Data Shows 1 Investing in Nonprofits vs. Directly in SFPS. Funders generally prefer to invest in nonprofits vs. directly in SFPS; those that give to SFPS are very targeted in their program areas 2 Investing in Specific Grade Levels. A majority of funding with specific grade level focus is targeted at elementary schools; funding for middle and high schools is disproportionately small 3 Considering Poverty and Achievement. On average, high achievement ( Innovation Zone ) schools have fewer low income students while receiving the most funding per student; The low achievement ( Transformation Zone ) schools experience the opposite* 4 Funding Program vs. General Operations. Funding to SFPS is predominantly for specific programs while funding to nonprofits show more general operations 5 Investing in Specific Program Areas. High achievement schools ( Innovation Zone ) tend to receive a larger share of funding for Academics while more funding is channeled toward Support Services and Enrichment for mid-and low-achievement schools ( Acceleration Zone and Transformation Zone )* * The Santa Fe Achievement Zones (Three: Innovation, Acceleration, and Transformation) refer to the classification of schools based on a set of criteria (including student achievement, relative achievement, relative growth, relative growth of struggling students, parent engagement and parent feedback) used to improve role of the central office and how the resources are provided to maximize support based on need. (See Appendix 4) 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 8

1 Investing in Nonprofits vs. directly in SFPS Funders generally prefer to invest in Nonprofits rather than directly in SFPS (with few exceptions) Breakdown of total funding by type of grantee: Nonprofit vs. SFPS (District or Schools)* When LANL is taken out of the equation, very little funding is given directly to SFPS District or individual schools. * Funders included in the study: Santa Fe Community Foundation, LANL Foundation, LANB, McCune Charitable Foundation, Brindle Foundation, Dollars4Schools and Anonymous 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 9

1 Investing in Nonprofits vs. directly in SFPS Funders that give a significant portion of their funding directly to SFPS are very targeted in their investment area Breakdown of total funding by funder* Total funding included in the analysis CY 2012; Based on Funder survey data Total $1,881,268; 216 grants Type of grantee: Nonprofit vs. SFPS (School or District) Purpose of funding provided to SFPS Academics: ISEC/Integrated STEM Support Services: Adelante Homeless Program and Teen Parent Center With the exception of LANL, limited funding is provided directly to SFPS Other direct funding to SFPS-District is primarily for Adelante Homeless Program and the Teen Pregnancy Center (e.g., Brindle, SFCF, McCune) With the exception of Dollars4Schools, there is minimal funding given directly to individual schools Specific project funding for individual schools * Funders included in the study: Santa Fe Community Foundation, LANL Foundation, LANB, McCune Charitable Foundation, Brindle Foundation, Dollars4Schools and Anonymous 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 10

1 Investing in Nonprofits vs. directly in SFPS A number of nonprofits including Communities in Schools, ArtSmart and PIE provide funding to SFPS through their programs Funding received by SFPS by Funder Type* (based on SFPS accounting database) CY 2012; 713 accounting entries Breakdown by Funder* 100% = $1,899,502* These three organizations effectively function as funders to SFPS, providing a channel linking community resources to specific programmatic needs Total: $1,899,502 23% ($437,823) from Nonprofits Includes accounting entries at SFPS District including Private Direct Grants (29102), City/County Grants (29107), LANL (26113), and Activities Funds (23XXXs) NOTE: The amount by funder from the SFPS accounting database does not match exactly as the amount collected from the funders themselves (e.g., LANL, Brindle, SFCF). 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 11

2 Investing in Specific Grade Levels A majority of funding with specific grade level focus is targeted at Elementary Schools (particularly through LANL, CIS and ArtSmart) Funding by Grade Levels CY 2012; Includes both SFPS and Funder data for funding to both Nonprofits and Schools Total $2,865,096 All focus primarily on Elementary Schools Key Funders LANL ($818K) Communities in Schools($195K) ArtSmart ($160K) See Appendix 5 more details on funders and grantees for the specific grade level Key Grantees Various schools for LANL Science Initiative and ArtSmart programs Salazar and Agua Fria Elementary for CIS s family support services Funding for Specific Grade Level Target ($2,010K) No large scale funder initiative/program targeted at middle and high school students beyond Teen Pregnancy Center and moderate size (~$85K), middle school targeted Hestia Fund SFCF (DAF, Grants) incl. Hestia Fund (middle school-focused) McCune Brindle City / County Grants Partners in Education Teen Pregnancy Center Youth Media Project Citizen Schools (middle School) SFCC ENLACE/AVID Capital High School Medical Sciences Academy (high school) Planned Parenthood City/County Grants Juvenile Justice Board Brindle; McCune; SFCF DWI Adelante Homeless Program Funding Without specific Grade Level Target ($856K) SFCF (DAF, Grants) McCune Youth Shelters and Family Services YouthWorks SFCF (DAF, Grants) NDI, First Tee, Girls Inc, Anonymous FACT, Reel Fathers, Cooking McCune with Kids, Boys & Girls Club Los Alamos National Bank and many others.. * Some of the grants for these Nonprofits are targeted at specific grade levels and have been allocated as such (e.g., NDI s programs at public elementary schools, Girls Inc. middle school programs etc.) 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 12

2 Investing in Specific Grade Levels Funding for Middle and High School students are disproportionately small compared to the number of students # of Students vs. Funding by Grade Level CY 2012; Includes both SFPS and Funder data with specific grade level information available Average $ Funding per Student CY 2012; based on $2,010K funding with specific grade level target information 100% = 14,137 $2,010K # of Students Total $ Funding Avg. $ per Student High Schools 3,441 $201,299 $59 Middle Schools 2,383 $190,488 $80 Elementary Schools 8,313 $1,617,806 $195 Total 14,137 $2,009,592 $142 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 13

3 Investing in Specific Achievement Zones On average, high achievement zone schools have fewer low income students while receiving the most funding per student; lowest achievement zone schools as a group experience the opposite. Average % of Low Income Students (Participating in Free or Reduced Lunch Program) by Achievement Zone CY 2012; Average of schools within each Achievement Zone Average Funding per Student by Achievement Zone CY 2012; Includes combined SFPS and Funder data with specific school information available (Total $1,470,522**) $88 if ~$125,000 private funding portion of the United Way s Community School Initiative at the Aspen Community Magnet School is included. (not originally included in the analysis) The Santa Fe Achievement Zones (Three: Innovation, Acceleration, and Transformation) refer to the classification of schools based on a set of criteria (including student achievement, relative achievement, relative growth, relative growth of struggling students, parent engagement and parent feedback) used to improve role of the central office and how the resources are provided to maximize support based on need. (See Appendix 4) Does not include United Way s spending of approximately $250,000 per year (50% of which was funded through federal grants) for the Community School initiative at Aspen Community Magnet School (out-of-school programs including afterschool reading and adult education; excludes pre-k). United Way is both the funder and the provider for the initiative. Federal grants to the initiative will end this year. Including private funding potion (~$125,000) of the United Way program does not change the message, however, increases the average funding per student for the Transformation Zone from $61 to $88. Source: AYP Reports for % of students participating in free or reduced lunch program; SFPS website 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 14

3 Investing in Specific Achievement Zones Except for Transformation Zone, within two Achievement Zones, schools with larger low income populations are receiving more funding per student with some exceptions See Appendix 6 more details on key funders for specific schools PTA, Individuals, and SFCF-DAFs sometimes provide significant sources of funding for schools with low % of free or reduced lunch participants (Wood Gormley Carlos Gilbert, Acequia Madre) LANL and CIS provide the largest, targeted funding to a select group of schools with large low income population. Funding from PIE and ArtSmart are distributed in smaller amounts to a large number of schools Aspen s average funding per student = $499 including United Way Charter schools (in RED) are hard to compare due to limited information being captured at SFPS District Source: AYP Reports for % of students participating in free or reduced lunch program; SFPS website (Note that the exact % numbers will vary depending on when the data was collected, for e.g., the most recent rate for Ortiz Middle School is 97% and for Eldorado Community School 21%) 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 15

4 Funding Programs vs. General Operations Funding to SFPS is predominantly for specific programs while funding to nonprofit grantees show more general operations support Nearly half of funding provided to nonprofit grantees were for general operations Funding to SFPS are predominantly for specific programs 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 16

5 Investing in Specific Program Areas Academics receives the highest share of funding support, especially for Innovation Zone schools See Appendix 7 more descriptions of Program Areas Funding by Program Area & Grantee Type: Nonprofit vs. SFPS CY 2012; Total $2,865,096 Average Funding per Student by Program Area & Achievement Zone CY 2012; 100% = $1,470,522 Unit: $ Thousands $132 $123 $61 Majority of support for Academics and Support Services are provided directly to SFPS Nonprofits play the strongest role in providing Enrichment programs Innovation Zone schools receive disproportionally high funding support for Academics program areas Support for Enrichment programs is higher for Acceleration and Transformation Zone schools Acceleration Zone schools receive a higher share of Support Services (CIS) and Out-of-School Time funding 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 17

Summary of Key Feedback from Nonprofits (Feb 5) Philanthropic data should be viewed with the public funding overlay to provide a full picture (e.g., Title I funding) Nonprofits and funders need to better understand the SFPS District strategy Will need a vehicle to continue to facilitate discussions and strategic collaboration at both district and individual school levels including: - Identifying and prioritizing community need - Stimulating community dialog about how we can work better together Develop a common language and framework to be able to effectively discuss issues, schools, funding, and programs and strategize based on commonalities The discussion should NOT be about reallocation of resources but about increasing the total pull of funding available to address the gap There is a definite need for more data for effective collaboration, but we need to be specific about what we need and avoid data paralysis 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 18

Feedback Session Questions 1. What are the key takeaways or insights? 2. What assumptions that you had are challenged or reinforced by this data? 3. What next steps would you recommend? 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 19

Appendices 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 20

A1. SFPS School Statistics Summary of # of Schools and Students by Grade Level Summary of # of Schools and Students by Achievement Zone Source: SFPS Website; AYP Reports; Dollars 4 Schools; Creating a System of World-Class Schools, Oct 16, 2012 presentation by SFPS Superintendent 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 21

A2. SFPS Budget $2.9M private funding activities covered in this study represents approximately 2.5~3% of the relevant 2011-2012 SFPS budget (General Fund or including Special Revenue Fund; not including Capital Project Funds and Debt Service). Source: SFPS Budget Report http://www.sfps.info/documentcenter/home/view/3079 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 22

A3 - a. Funding Flow Source: Funder Survey Summary Of Data Collected From 7 Funders by Type of Grantee (Nonprofit vs. SFPS) Summary Of Data Collected From 7 Funders by Grantee and by Type of Grantee (Nonprofit vs. SFPS) Summary Of Data Collected From 7 Funders by Funder and by Type of Grantee (Nonprofit vs. SFPS) Source: Funder Survey Top 35 ($10,000+) out of 99 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 23

A3 - b. Funding Flow Source: SFPS Accounting Database Summary of data collected from SFPS by Type of Funder and by Type of Grantee (School vs. District) Summary of data collected from SFPS by Funder (ALL) and By Type of Grantee (School vs. District) Summary of data collected from SFPS by Funder (Nonprofit Only) and By Type of Grantee (School vs. District) 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 24

A3 - c. Funding Flow Data Overlap Total Funding Data Universe: Primary vs. Duplicate Assignment for Overlap Elimination Funding Amount by Data Source and Type of Grantees 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 25

A3 - d. Funding Flow Data Overlap Which Data Was Used as Primary for Detailed Combined Analysis (Example) 7 Surveyed Funders Thousand Dollars; CY 2012; Total $1,881,268; 216 grants Funders in SFPS Accounting Database CY 2012; Total $1,899,502; 713 accounting entries Top 20 Nonprofit Grantees of 7 Surveyed Funders Unit: $ Thousands Unit: $ Thousands Used separate dataset from PIE Foundation with school allocation (excluding Art Works) Total: $1,881,268 Total: $1,899,502 Total: $972,207 Includes accounting entries at SFPS District including Private Direct Grants (29102), City/County Grants (29107), LANL (26113), and Activities Funds (23XXXs) NOTE: The amount by funder from the SFPS accounting database does not match exactly as the amount collected from the funders themselves (e.g., LANL, Brindle, SFCF). 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 26

A4. Overview of Santa Fe Achievement Zones (Excerpts from Creating a System of World-Class Schools, Oct 16, 2012 presentation by SFPS) Overview Achievement Zone Assignment Criteria Achievement Zone Score Index Santa Fe Achievement Zones 2012-2013 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 27

A5 - a. Breakdown of Funding by Grade Level and Funder (CY 2012; Includes both SFPS and Funder data for funding to both Nonprofits and Schools; Total $2,865,096) 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 28

A5 - b. Breakdown of Funding by Grade Level and Nonprofit/Grantee (CY 2012; Includes both SFPS and Funder data for funding to both Nonprofits and Schools; Total = $2,865,096) 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 29

A6 - a. Breakdown of Funding by Grade Level, School, and Top Funders (CY 2012; Includes both SFPS and Funder data for funding to both Nonprofits and Schools; Total = $2,865,096) Note: Individual funder data may not exactly match actual due to adjustment for overlapping information from multiple sources 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 30

A6 - b. Breakdown of Funding by Achievement Zone, School, and Top Funders (CY 2012; Includes combined SFPS and Funder data with specific school information available; Total $1,470,522) Note: Individual funder data may not exactly match actual due to adjustment for overlapping information from multiple sources 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 31

A 7. Descriptions of Program Areas for Categorization Academics Includes funding for core academics including reading, math and science Primarily classroom instructional support and/or teacher professional development, but also includes field trip or other outside of the classroom activities designed to enhance learning in core academic areas (e.g., LANL ISEC Initiative) Enrichment Support Services Out-of-school Time Educational Resources Other Includes funding for programs such as arts, music, performing arts, sports/recreation, culture, health/cooking, and general life skills that are designed to enrich students experiences and learning beyond core academics May be provided through classroom or after school, extracurricular programs/activities (e.g., ArtSmart, NDI, FACT) Includes funding for programs that provide basic human services, counseling, mentoring, physical and mental health, nursing, parenting and other student and family support services to support students overall wellness (e.g., Teen Parent Center, Communities in Schools) Includes funding for programs that are primarily designed to enhance student learning and experiences outside of the typical school/class-room hours including after-school, summer programs, and extended hours programs; Includes programs intended to improve student success through academic tutoring as well as other enrichment programs (e.g., Girls Inc., Boys & Girls Club) Includes programs with primary goal of providing needed educational resources to schools including funding for teacher professional developments, class materials, transportation for activities etc. (Partners in Education Foundation) Includes integrated services (e.g., for YouthWorks), GED program(e.g., for out-of-school youth), scholarships etc. 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 32

Questions to Consider Nonprofits 1. Does the picture painted by this data portray a strategic approach to our collective work? Should there be a shared and explicit strategy for our collective work? Are we putting our resources in the right places (schools, nonprofits, grade levels, programs)? Where is the priority and the gap? How are we making decisions about where to put our programming? Do we have sufficient information to make the right decisions? 2. What is our approach to improving school performance? What are some strategies to increase nonprofit collaboration in the same school? Should the philanthropic/nonprofit sector have a collective school-based strategy? 3. How could we work together to develop a better strategy (nonprofits and funders): To improve our current allocation of resources? To attract more resources where it is the most needed? To increase our impact? 4. Is more information needed to successfully drive collective efforts? 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 33

Glossaries / Acronyms AVID: Advancement Via Individual Determination CIS: Communities in Schools CY: Calendar Year DAF: Donor Advised Funds ENLACE: ENgaging LAtino Communities for Education FACT: Fine Arts for Children and Teens ISEC: Inquiry Science Education Consortium LANB: Los Alamos National Bank LANL: Los Alamos National Laboratory NDI: National Dance Institute PIE: Partners in Education Foundation PTA: Parent Teacher Association SFCF: Santa Fe Community Foundation SFPS: Santa Fe Public Schools 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 34

EOD 9/25/2014 Philanthropic Funding in Santa Fe Public Schools DRAFT Document 35