Finance Committee Presentation to the Parents’ Association November 13, 2018

Sun Valley Community School Mission Statement From our campus to the wilderness, we inspire students to think critically, engage confidently, embrace challenges, and lead impactful, purposeful lives. Finance Committee’s purpose is to ensure the school operates in an economically sustainable manner so it can continue to deliver on its mission in perpetuity.

2019 Budget – Net Revenue $9.64m

2019 Budget – Expenses $9.71m

What Are We Thinking About? Challenges How do we deliver world class product while living within our means? If we continue on current tuition trajectory, do we price ourselves out of the market? If we decrease aid, do we lose students and/or faculty and otherwise worsen the school? If we don’t continue to pay our faculty and staff well, will the quality of our product diminish? How do we continue to enhance the value proposition to past, present and prospective families? Opportunities Boarding students can help improve overall yield without sacrificing tuition assistance. Addition of boarding students can also add economies of scale Now that Rufus M. Brown Hall and Hagenbuch Hall Campaigns are complete, can focus fundraising efforts on Endowment Optimize the incredible plant we have. Our competitors don’t have anything close. Optimize every dollar we spend to maximize impact on our students. Increase Return on Investment for donors.

Financial Sustainability-Heat Map

Takeaways School is on solid financial ground Like most independent schools, Sun Valley Community School is highly reliant on generosity of parents, past parents, and alumni to supplement tuition Everyone in our school community can be engaged – we parents can all lead impactful, purposeful lives too. Promote Sun Valley Community School – Be an ambassador Support staff Give what you can. Work if you can. Responsibility we all share is to leave school better than when we arrived.