Ten Markers of Success (for data collection years: and ) Defining Goals for Schools by Using Data Proxies as “Dashboard Indicators”

Methodology Notes  The Following slides present statistics calculated from the StatsOnline surveys collected in and  In order to collect accurate data during the summer/fall of the current school year, StatsOnline uses some statistics belonging to the previous fiscal year and others to the current fiscal year as follows: –From the previous fiscal year: a) Applications per Acceptance; Attrition; Giving; Professional Development and Technology Budget; and Endowment Statistics –From the current fiscal year: Teachers Salaries; Tuition; Financial Aid; and Full-Time Equivalent Staffing (FTE) Statistics

1 st Marker of Success: Market Demand Number of applications per acceptances measures the market’s perception of the school’s “brand” (high ratio a proxy for reputational value), the higher the ratio, the greater the pricing/tuition) flexibility Percentile(25)1.2 Percentile(50)1.5 Percentile(75)1.9 Percentile(90)2.8 Day Schools Boarding Schools Percentile(25)1.3 Percentile(50)1.6 Percentile(75)2.1 Percentile(90)3.1 Day Schools Boarding Schools Percentile(25)1.3 Percentile(50)1.6 Percentile(75)2.2 Percentile(90)3.4 Percentile(25)1.4 Percentile(50)1.8 Percentile(75)2.4 Percentile(90)3.6 (Years mentioned are data collection years)

2 nd Marker of Success: Low Attrition Low annual student attrition measures stability of school and satisfaction of parents (low percent a proxy for high stability and satisfaction) Percentile(25)5.9 Percentile(50)9.2 Percentile(75)13.8 Percentile(90)18.6 Attrition Day Schools : Attrition Boarding Schools: Percentile(25)6.1 Percentile(50)10.1 Percentile(75)17.0 Percentile(90)25.5 Attrition Day Schools: Attrition Boarding Schools: Percentile(25)5.0 Percentile(50)7.9 Percentile(75)12.4 Percentile(90)18.6 Percentile(25)5.4 Percentile(50)9.8 Percentile(75)17.5 Percentile(90)26.1 (Years mentioned are data collection years)

3 rd Marker of Success: Giving (Day) Generous giving measures constituent loyalty (generosity as a proxy for high support and attributed effectiveness) Alumni %Parent %Trustee % Alumni Avg Gift Parent Avg Gift Trustee Average Gift Percentile(25) 4%48%93%$135$556$2,007 Percentile(50) 9%64%100%$271$916$3,670 Percentile(75) 17%80%100%$447$1,508$6,288 Percentile(90) 29%91%100%$692$2,388$10, Alumni %Parent %Trustee % Alumni Avg Gift Parent Avg Gift Trustee Average Gift Percentile(25) 4%49%93%$137$508$1,936 Percentile(50) 8%64%100%$261$860$3,804 Percentile(75) 16%79%100%$427$1,438$6,228 Percentile(90) 27%91%100%$612$2,208$10,486 (Years mentioned are data collection years)

Alumni %Parent %Trustee % Alumni Avg Gift Parent Avg Gift Trustee Average Gift Percentile(25) 9%32%87%$304$711$3,067 Percentile(50) 17%51%100%$439$1,136$6,334 Percentile(75) 27%69%100%$645$1,771$10,306 Percentile(90) 39%81%100%$988$3,048$18, Alumni %Parent %Trustee % Alumni Avg Gift Parent Avg Gift Trustee Average Gift Percentile(25) 8%28%87%$268$688$2,912 Percentile(50) 15%48%96%$443$1,166$5,455 Percentile(75) 24%65%100%$605$1,699$11,076 Percentile(90) 36%78%100%$875$2,647$18,814 3 rd Marker of Success: Giving (Boarding) Generous giving measures constituent loyalty (generosity as a proxy for high support and attributed effectiveness) (Years mentioned are data collection years)

4 th Marker of Success: Faculty Salaries (Day) Competitive Faculty Salaries: measures a school’s capacity to attract, keep, and reward high quality faculty (salaries a proxy for competitiveness in recruitment and high quality teachers) HighestMedianLowest Percentile(25)$60,961$42,284$31,037 Percentile(50)$72,000$49,042$35,325 Percentile(75)$86,000$57,000$41,000 Percentile(90)$101,220$67,262$46, HighestMedianLowest Percentile(25)$61,644$42,925$31,809 Percentile(50)$73,394$50,134$36,000 Percentile(75)$87,588$58,500$41,624 Percentile(90)$105,106$68,538$47,205 (Years mentioned are data collection years)

4th Marker of Success: Faculty Salaries-Boarding Competitive Faculty Salaries: measures a school’s capacity to attract, keep, and reward high quality faculty (salaries a proxy for competitiveness in recruitment and high quality teachers) HighestMedianLowest Percentile(25)$55,000$36,533$25,719 Percentile(50)$67,500$43,100$29,166 Percentile(75)$83,547$52,814$34,260 Percentile(90)$96,873$59,900$40, HighestMedianLowest Percentile(25)$54,688$36,554$25,565 Percentile(50)$67,750$43,750$29,445 Percentile(75)$84,276$53,501$34,134 Percentile(90)$98,180$60,261$38,830 (Years mentioned are data collection years)

5 th Marker of Success: Tuitions Lower percentile/low tuition (a proxy for comparative “affordability” & competing on price); higher percentile/ high tuition (a proxy for competing on brand) Day Schools Avg. Tuition Day School 1Year%Change Boarding Sch Avg. Tuition Boarding School 1Year%Change Percentile(25) $13,1884.9%$34,9433.1% Percentile(50) $16,6594.5%$39,3635.0% Percentile(75) $21,3274.5%$41,7296.0% Percentile(90) $27,0744.6%$43,1486.0% Day Schools Avg. Tuition Day School 1Year%Change Boarding Sch Avg. Tuition Boarding School 1Year%Change Percentile(25) $13,8394.9%$36,2503.7% Percentile(50) $17,5325.2%$40,8903.9% Percentile(75) $22,4185.1%$43,4004.0% Percentile(90) $28,4445.1%$44,8153.9% (Years mentioned are data collection years)

6 th Marker of Success: Financial Aid - Day A substantial proportion of students receiving financial aid measures a school’s commitment to diversity (financial aid a proxy for socio-economic diversity) and/or a tuition discounting strategy for full enrollment Students on Tuition Assistance as % of Enrollment Tuition Assistance as % of Day Tuition Percentile(25) 15.2%44.5% Percentile(50) 20.9%55.2% Percentile(75) 29.1%65.1% Percentile(90) 38.9%74.3% Students on Tuition Assistance as % of Enrollment Tuition Assistance as % of Day Tuition Percentile(25) 17.1%43.1% Percentile(50) 24.0%54.5% Percentile(75) 33.0%64.1% Percentile(90) 43.9%72.6% (Years mentioned are data collection years)

6 th Marker of Success: Financial Aid-Boarding A substantial proportion of students receiving financial aid measures a school’s commitment to diversity (financial aid a proxy for socio-economic diversity) and/or a tuition discounting strategy for full enrollment Students on Tuition Assistance as % of Enrollment Tuition Assistance as % of Boarding Tuition Percentile(25) 25.8%34.2% Percentile(50) 33.2%48.4% Percentile(75) 44.0%59.5% Percentile(90) 54.3%69.9% Students on Tuition Assistance as % of Enrollment Tuition Assistance as % of Boarding Tuition Percentile(25) 28.2%35.3% Percentile(50) 36.8%49.5% Percentile(75) 47.1%60.8% Percentile(90) 58.1%71.5% (Years mentioned are data collection years)

7 th Marker of Success: High Productivity-Day Comparatively high student:faculty and student:total staff ratios (percentiles): measure high workload productivity (a proxy for institutional efficiency); low productivity/ratios (a proxy for competing on brand or program not price) Students : FTE Faculty Students : FTE ALL Staff Percentile(25) Percentile(50) Percentile(75) Percentile(90) Students : FTE Faculty Students : FTE ALL Staff Percentile(25) Percentile(50) Percentile(75) Percentile(90) (Years mentioned are data collection years)

7 th Marker of Success: High Productivity-Boarding Comparatively high student:faculty and student:total staff ratios (percentiles): measure high workload productivity (a proxy for institutional efficiency); low productivity/ratios (a proxy for competing on brand or program not price) Students : FTE Faculty Students : FTE ALL Staff Percentile(25) Percentile(50) Percentile(75) Percentile(90) Students : FTE Faculty Students : FTE ALL Staff Percentile(25) Percentile(50) Percentile(75) Percentile(90) (Years mentioned are data collection years)

8 th Marker of Success: Funding Prof Dev & Tech- Day Significant budget for professional development and technology: measures commitment to human resources and innovation (a proxy for investment in supporting a high-quality learning environment) Prof Development as % of Expenses Technology Budget as % of Expenses Percentile(25)0.47%0.62% Percentile(50)0.71%1.05% Percentile(75)0.99%1.65% Percentile(90)1.29%2.41% Prof Development as % of Expenses Technology Budget as % of Expenses Percentile(25)0.39%0.60% Percentile(50)0.61%1.01% Percentile(75)0.86%1.65% Percentile(90)1.17%2.34% (Years mentioned are data collection years)

8 th Marker of Success: Funding Prof Dev & Tech- Boarding Significant budget for professional development and technology: measures commitment to human resources and innovation (a proxy for investment in supporting a high-quality learning environment) Prof Development as % of Expenses Technology Budget as % of Expenses Percentile(25)0.32%0.66% Percentile(50)0.49%1.20% Percentile(75)0.70%1.82% Percentile(90)0.94%2.61% Prof Development as % of Expenses Technology Budget as % of Expenses Percentile(25)0.26%0.75% Percentile(50)0.40%1.16% Percentile(75)0.61%1.75% Percentile(90)0.92%2.32% (Years mentioned are data collection years)

9 th Marker of Success: Endowment - Day Growing endowment: measures commitment to financial security (a proxy for inter-generational equity and long-term stability) Endowment ValueEndowment per Student Value Percentile(25)$1,379,789$3,794 Percentile(50)$4,853,810$10,721 Percentile(75)$15,103,881$25,993 Percentile(90)$35,512,368$50, Endowment ValueEndowment per Student Value Percentile(25)$1,123,728$3,102 Percentile(50)$3,853,836$9,339 Percentile(75)$11,935,669$19,971 Percentile(90)$27,342,579$39,818 (Years mentioned are data collection years)

9 th Marker of Success: Endowment - Boarding Growing endowment: measures commitment to financial security (a proxy for inter-generational equity and long-term stability) Endowment ValueEndowment per Student Value Percentile(25)$4,075,892$15,872 Percentile(50)$14,831,665$44,935 Percentile(75)$44,654,304$109,199 Percentile(90)$113,750,125$295, Endowment ValueEndowment per Student Value Percentile(25)$2,708,421$12,535 Percentile(50)$11,032,719$41,458 Percentile(75)$37,581,369$85,995 Percentile(90)$102,775,000$265,450 (Years mentioned are data collection years)

10 th Marker of Success: Student Outcomes Student outcomes measure overall success of mission (persistence and graduation rates a proxy for effective preparation academically and constitutionally to succeed in future competitive academic environments) Metrics and Tools To Measure Student Outcomes Normative Testing (SATs, ERBs, APs, IBs, etc.) Formative Testing (ERBs, MAP, CWRA, etc.) Demonstrations of Learning (e-Portfolios) Matriculation to academically competitive secondary schools and colleges Graduation from 4-year colleges within six years (NELS) High School Survey of Student Engagement (HSSSE) Transcripts/Self-reporting on preparation for and success in college (NAIS Young Alumni Survey; UCLA/HERI Annual College Freshmen Survey)