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State of the SchoolJanuary 24 , 2012

PTAA MeetingPresented by Don Berger, Head of School

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A Good Look in the Mirror

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Probing Questions

1. Are we attracting, developing, and retaining the right students?

2. Are we attracting, developing, and retaining the right faculty and staff?

3. What has been the impact of 2011-12 budget adjustments?

4. How are we positioned to meet the challenges of the next five years? 25 years?

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Q1: Are we attracting, developing, and retaining the right students?

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The Right Students

Cary Academy values a community of students possessing diverse talents and backgrounds.

– We seek unique or exceptional talents and myriad cultural experiences.

– We also recognize a value in students who demonstrate the potential for significant contribution and growth.

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The Right Students: Exceptional Talents

a sampling of excellence from the class of 2012

• Allen Yang: Finished in a three-way tie for first in national competition, Who Wants to Be a Mathematician?

• Joe Calder: Among top 10 Extemp Debaters in the Nation• Keaton Friedman: World record holder for long distance shooting on a rifle recently

commissioned by the military.• Cat Newman: Presented a paper on cardiovascular disease at the 2011 American Society for

Anesthesiologists conference. • Nick Noschese: Currently ranked 3rd in the nation in U18 in his weight class in Taekwondo• Ryan Cinoman: selected top oboist for NC Honors Orchestra• Leah Bar-On Simmons: top NC violinist; Hilton Head Symphony Orchestra concerto competition

finalist• Korey Weaver and Matt Lee: selected for NC Honors Chorus• Abby Larus: One of 4 students nationally selected to be profiled for social activism in a PBS

documentary.• Alex Daniels, Quinn Jenkins, and Jacob Warwick: Started nonprofit organizations. Alex is doing work with Karen refugee children in CH; Quinn started GGE (Girls for Gender Equity); Jacob started Lenses without Limits, teaching photography to low income kids • Thomas Graham: 4-time NCISAA Cross-Country Champion, 9th at Nationals• Tyler Powell, Haleigh Morgus, Ryan Kaufmann: All-State in Field Hockey , Tennis, and Soccer

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The Right Students: Myriad Cultural Experiences

07-08 08-09 09-10 10-11 11-12

CA 22 23 25 26 26

A 24 24 26 28 28

B 14 17 18 18 20

C 11 12 14 14 16

D 9 8 12 14 16

E 11 11 11 12 12

F 9 10 10 11 12

Percentage Students of Color Compared to Peer NC Schools(Charlotte Latin, Providence Day, Charlotte Country Day, Greensboro Day, Ravenscroft, Durham Academy – not listed in order below)

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8

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The Right Students: Socioeconomic Diversity

2008 2009 2010 2011CA 16 19 21 18A 15 15 16 16B 7 9 9 9C 8 11 13 12D 12 16 16 16E 9 12 13 13F 13 16 19 23

Percentage of students receiving financial aid

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The Right Students: Academic Achievement

Average Independent School % for Newly Enrolled Students VERBAL

  07-08 08-09 09-10 10-11 11-12Grade  ERB ERB  ERB  ERB   ISEE

6 58 67 59 59 679 49 77 47 64 63

READING

07-08 08-09 09-10 10-11 11-12Grade  ERB  ERB ERB  ERB   ISEE

6 63 70 67 69 529 55 76 61 71 65

QUANTITATIVE

07-08 08-09 09-10 10-11 11-12Grade  ERB  ERB  ERB ERB  ISEE 

6 56 70 69 70 689 58 74 57 72 68

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How Well Are We Attracting Students?6-Year Application History

6 7 8 9 10 11 12 1st Week Jan. Total

Annual Total

Apps. Per Opening

2012-13 139 9 13 48 10 2 0 221 ?? ??

2011-12 119 13 6 56 5 3 1 203 316 2.5

2010-11 115 10 11 51 6 2 0 195 292 2.2

2009-10 133 9 11 33 12 1 0 199 293 2.2

2008-09 161 15 9 52 12 1 0 250 332 2.4

2007-08 131 9 13 50 8 5 0 216 282 2.0

NAIS Benchmark:75th percentile 1.9 applications per opening90th percentile 2.8 applications per opening

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How Well Are We Retaining Students?

Grade 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11

8 85% 78% 86% 82% 87% 85%

9 95% 97% 96% 99% 96% 96%Total 6-11 94% 95% 95% 96% 96% 96%

NAIS Benchmark for Student Retention:50th percentile is 91.8% Retention75th percentile is 94.7% Retention

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Attracting and Retaining the Right Students: Enrollment History

2007-08 2008-09 2009-10 2010-11 2011-12Total MS

Enrollment 303 301 305 304 30912th Grade 99 102 99 103 105Total US

Enrollment 412 417 413 424 423TOTAL

ENROLLMENT 715 718 718 728 732

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Q2:Are We Attracting, Developing And Retaining The Right Faculty And Staff?

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The Right Faculty And Staff

Cary Academy seeks student-centered, hard-working employees who have demonstrated professional excellence and are deeply committed to our mission of a Learning Community Committed to Discovery, Innovation, Collaboration and Excellence.

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Right Faculty And Staff: Mission Commitment And Professional Excellence

Joselyn Todd, MS Science: NAIS Leading Edge Award WinnerHeidi Malloy, US Science: NAIS Teacher of the Future; 2011 Environmental Educator of the Year (Green Building Council of Raleigh).Robert Coven, US History: Peter H. Martorella Graduate Student Award at NCSU in Pursuit of a Ph.D. Palmer Seeley , US English and Meredith Stewart , MS History: Selected as Fellows for the Columbia Teachers College Klingenstein Summer Institute for Early Career TeachersBetsy Ward Hutchinson, Dance: 2011 Annual Merit Award from North Carolina Dance AllianceVic Quesada, US Spanish: NCSU Inspirational Teacher AwardMargit Lanze, MS German: Selection to NCAIS Master Teacher Academy Carole Hamilton, US English: Second Diamond Degree from the National Forensic League Katy Allen, US Science: Gold Medal Citizen award from NBC-17 Shani Barrax-Moore, Diversity Director: NAIS Call to Action Executive Committee Business Leader Media and Rex Healthcare as one of the Triangle’s Healthiest Companies2010 CASE Circle of Excellence—Gold Award for Independent School Magazine--DISCOVERIES

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Right Faculty And Staff: Diversity

Percent Faculty and Staff of Color 2011-12

School Faculty StaffCary Academy 16 21A 12 20B 12 11C 10 12D 9 8E 8 14F 3 14

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How Well Are We Developing Our Faculty And Staff?

• Professional Development Funding• Dedicated Training Weeks• New Faculty Evaluation and Growth Program• Instructional Technology Team• Professional Licensures…• Friday Fellowships, Bridges NCCAT

Fellowship, Major Resource Development Grants, Blended Learning Course Development Grants

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Faculty And Staff Development: Licensure

FacilitiesJess Garcia: Certified Facility Manager (International Facilities Association); Certified Facility Manager of Japan

BusinessDebby Reichel: Certified Public Accountant; Senior Professional in Human ResourcesMarie Spell: Certified Public AccountantBelinda Blackwood: Senior Professional in Human Resources

AthleticsDavid McAlister: Certified Athletic Trainer; Licensed Athletic Trainer (NC Board of Athletic Trainer Examiners)Kevin Jones: Registered Athletic Administrator

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Faculty and Staff Development: Licensure

Information ServicesEric Moore: Microsoft Certified Desktop Support Technician

Rick Harris: Microsoft Certified Systems Engineer; HP Certified Technician; A+ Certified Depot Technician; Lenovo Certified Technician

Peter Todd: Cisco Interconnecting Network Devices I; CNA – Cisco Network Associate Certification

Kevin Rokuskie: HP Certified Technician; A+ Certified Depot Technician Lenovo Certified Technician ; Microsoft Certified IT Professional; Microsoft Office Specialist

Kris Wetterling: Institute for Supply Management, Inc. – Certified Purchasing Manager; Association of Caucus Technology Procurement Professionals – Certified Technology Procurement Specialist

Dmitry Manakhov: Microsoft Certified Systems Engineer; Cisco Certified Network Professional; Network+ certification; Lenovo Certified technician

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How Well Are We Retaining Faculty And Staff?

Annual Percent Attrition

2010-11

2009-10

2008-09

2007-08

2006-07

5-Year Average

Staff 10 0 12 9 2 6.6

Faculty 10 6 5 9 7 7.4

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What Has Been The Impact Of 2011-12 Budget Adjustments?

1. Financial2. Program3. Parent Perception and Confidence 4. Employee Morale

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Budget Adjustments Impact: Financial

Financially Sound Footing– Ran in the black in 2010-11; on track in 2011-12– Compensated for a net $800,000 reduction this year

and an additional $235,000 next year– No debt– Strong, stable sources of auxiliary income

(rentals, summer programs, additional programs)– Strong potential for increased annual giving and

targeted major gifts– Newly increased endowment from a $15,000,000 gift

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Budget Adjustments Impact: Program

Physical Education– Teachers Covering Additional Classes/Less Flexibility– Upper School Curriculum Strengthened

Technology Support– Longer Wait Time for Repairs– More Instances When Immediate Help is not Available

Fine and Performing ArtsLibrary FacilitiesFaculty Coverage

– Teachers Covering Additional Classes– Increased Work Load for Administrative Assistants

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Budget Adjustments Impact: Parent Perception and Trust

• Parent Meetings to Explain Income Loss and Impact of Cuts: Low Attendance

• High Student Retention• Community Survey• Very Positive Breakfasts with Berger this Fall• CA Fund 2011-12

As of January 17:2010-11 2011-12$166,409.57 $159,479.2057% 53%

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2011 Community Survey

  Parents Faculty Students Staff/Admin.

Percentage of the 71 Survey Questions CA Rated as Equal to or Better Than our Peer Schools

86 92 96 96

Percentage of the 71 Questions CA Rated as Better Than Peer Schools

35 31 38 31

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Budget Adjustments Impact: Employee Morale

• Employee Retention• Benefits and Compensation Survey• Biannual Community Survey• Anecdotal Account

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How Are We Positioned To Meet The Challenges Of The Next Five Years? 25 Years?

External• Shifting Demographics• Affordability• Competition

Internal• Outstanding Personnel• Financial Sustainability

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Meeting Challenges: Shifting Demographics

2011Values

5 YearChange

ForecastTotal Population: 1,151,880 13.99%Total School Age Population: 301,861 14.47%     White School Age Population: 184,084 12.43%Black School Age Population: 66,280 20.00%Asian School Age Population: 14,213 26.45%Other Race School Age Population: 21,969 26.34%

Hispanic School Age Population: 45,613 34.56%

Source: NAIS Data Center, as of 1/1/2011

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Meeting Challenges: Affordability

$

Value Proposition for Parents:

2011 Value 5-Year Forecast

Families with Children 0-17 and Income $150,000 and Above:

31,697 57.21%

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Meeting Challenges: Competition

Private SchoolsPublic SchoolsCharter SchoolsOn-line Schools

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Major Challenges: Internal

Hiring and Retaining Outstanding PersonnelFiscal Sustainability

NAIS Day SchoolsEndowment Per Student

25th Percentile 325450th Percentile 1071275th Percentile 2283390th Percentile 43625

Cary Academy 31335

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Steps ForwardSteps to Continue Excellence and Advance the School

1. Vision Clarification: The Board should clearly decide if Cary Academy wants to be an excellent school for Triangle students that uses technology effectively to advance student learning and occasionally shares its innovative technology use with colleagues, or does Cary Academy want to be an excellent school for Triangle students that wants to continually be on the forefront of innovative instructional technology use and serve as a national model? Presently we are somewhere in the middle of this continuum and are staffed as such.

2. Teaching and Learning: Continue working on this strategic goal.

To prepare students for their futures, Cary Academy will be a leader in teaching and learning enhanced by the creative and effective use of emerging technologies.

This will strengthen our effective use of instructional technology throughout the school and formally and effectively align our teaching with our mission. It will continue to differentiate Cary Academy from its private and public competition.

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Steps Forward

3. Facilities: Build a second performing arts center  (has been on long -range facilities plan). This would allow for continued development of our outstanding arts program, enable us to attract additional

exceptional students and faculty, and enhance our community ties in the arts. Build  the field house at the stadium (also on long-range facilities plan). Meets operational needs of our athletic program.

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Strategic Plan 2010

Cary Academy Vision Statement As a diverse and inclusive community that exemplifies excellence in teaching and learning, Cary Academy will prepare each student for a rapidly changing world by nurturing creativity, inspiring innovation, fostering global citizenship, and developing strong communication and critical thinking.

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Strategic Plan 2010Goals

1. To prepare students for their futures, Cary Academy will be a leader in teaching and learning enhanced by the creative and effective use of emerging technologies.

2. Cary Academy will strengthen the development and retention of outstanding employees who will uphold and advance the mission and values of the school.

3. Cary Academy will build the framework necessary to ensure the long-term financial sustainability of the school.

4. Cary Academy will strengthen student development programs to include character education, leadership, ethics, global citizenship and commitment to respect, integrity, and compassion.

5. Cary Academy will strengthen multiculturalism in an increasingly diverse school community through education, experiences, and meaningful relationships.

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Standardized Testing

2009 2010 2011 2012

National Merit Scholarship-PSAT% Recognized 21 21 23 24

% Semifinalists 6 4 7 11

SAT Class AveragesMath & Verbal 1301 1302 1300 1310

Writing Test 643 650 638 655

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Faculty RetentionYear % Attrition

2001 172002 132003 17

Average 15.672004 82005 112006 8

Average 9.02007 72008 92009 5

Average 7.02010 62011 10

NAIS Avg. 10

Founding Faculty: 11/26 42%

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Faculty Salaries Comparison 2011-12 Average Salary By Experience Band

2011-120-5 years 6-10 years 11-15 years 16-20 years 21+ years

Cary Academy            41,313 

            46,875 

               53,411 

            56,763 

            65,892 

Wake County Schools 38,802

45,744

50,088

53,653

61,419

Average-NC Peer Schools 46,776

48,004

53,773

56,993

68,228

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NC Peer Schools 2011-12 Tuition and Endowment

2011-12 TUITION Endowment

School 7th Grade 12th Grade as of 6-30-11

NC PEER SCHOOLS

Charlotte Country Day School 19,965 20,815 23,600,000

Charlotte Latin School 19,250 19,250 22,921,844

Durham Academy 18,425 19,980 9,785,813

Greensboro Day School 18,980 18,980 8,685,344

Providence Day School 20,730 20,730 5,497,201

Ravenscroft 18,750 18,750 15,273,720

Cary Academy             18,750             18,750          8,458,845 

Average-NC Peer Schools 19,350 19,751 14,293,987

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Tuition 2012-13

41

  Total Cost per Increase 2012-13Budget Change Dollars Student Needed Tuition

2011-12 TUITION 18,750

Budget ChangesEmployee Salary Increase (2% Pool) 184,529 252 1.34%Health Insurance /Employee Benefits (10% Increase) 87,090 119 0.63%Part-time PE Teacher (2-3 classes per day) 30,000 41 0.22%Part-time Arts Admin Assistant (10 mth 10 hrs/wk) 8,000 11 0.06%Utilities and General Insurance (5% Increase) 31,025 42 0.23%Electronic Student Health Records Initiative 7,310 10 0.05%

TOTAL TUITION IMPACT 347,954 475 2.54% 19,225