nboa research and resource roundup sais annual conference october 20, 2014 atlanta, ga
TRANSCRIPT
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NBOA Research and Resource Roundup
SAIS Annual ConferenceOctober 20, 2014Atlanta, GA
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Who we are:• Approx. 1150 US Member Schools• Serve the Business Office, Controllers, HR, IT and Facilities• Bi Monthly Publication: Net Assets• Second Edition: Welcome to the Jungle (Spring 2015)
Signature Research•Business Office Survey•Financial Position Survey•Business Office Compensation and Staffing Study•Commonfund Benchmark Study of Independent School Endowments
Auxiliary Research•NBOA/School Dude IT Leadership Survey•NBOA Facilities Study: Spring 2015
Live Programming2015 Annual MeetingBusiness Office Now
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Business Office Survey
•Between 500-600 schools, biennially
•Focus section each edition: currently Financial Aid
•Regional Segment Reports
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Tuition as a % of operating revenue
(National vs. Southeast)
Tuition Rev-
enue; 86.3%
Annual Giving/
Fundrais-ing; 5.5%
Endow-ment
Transfer; 1.3%
Other Earned Revenue; 5.8%
Interest/Investment; 0.4%
Accumulated Surplus/reserves;
0.4%
All other Sources; 0.3%
Southeast
National
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Economic Trends
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Economic Trends
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What is your Perceived Financial Health?
Outstanding
Much
above average
Somewhat above average
Average
Somewhat below average
Much
below average
Critica
l0.0
5.0
10.0
15.0
20.0
25.0
30.0
35.0
FY14FY13FY12
Southeast Region, NBOA Business Office Survey 2013
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Financial Aid Metrics
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Financial Aid: Southeast data set
genmadigan
Need Based Financial Aid Metrics- Southest Region National
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NBOA/IT Leadership SurveyNearly 300 schoolsFormal report to be released November 2015
83.4%
3.6%
10.8%
2.2%
Day Day BoardingBoarding Day Boarding
Primarily a Day School study
Genesis of the Survey: We could not find good, comparable data discussing the IT offices within the independent school industry.
IT Staffing and expenses are only expanding
Direct response to member feedback
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NBOA/School Dude IT Leadership Survey
300 or less 301 to 499 500 to 799 800 to 1,199
1,200 to 1,999
0%
10%
20%
30%
40%
50%
60%
Less than $50K
$50K-$75K
$75K-$99K
More than $100K
Avg. Annual Salary by Enrollment
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How many FTEs do you have in your IT department?
Enroll-ment
1FTE 2 FTEs 3 FTEs 4 FTEs 5 FTEs 6 FTEs 7+ FTEs
300 or less 49% 17% 33% 17% 2% 0% 0%
301-499 31% 29% 12% 16% 16% 12% 8%
500-799 8% 8% 8% 16% 13% 11% 38%
800-1,199 5% 0% 15% 8% 8% 15% 54%
1,200 plus 0% 0% 0% 0% 0% 0% 100%
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Challenges: How would you rate the following issues?
Not Very Challenging
Somewhat Challenging
Neutral Challenging Very Challenging
Training teachers on new technology
3.2% 13.6% 10.9% 38.5% 33.9%
Staffing 14.9% 16.3% 26.2% 27.1% 15.4%
Staying on top of technology
6.8% 28.8% 17.1% 34.7% 12.6%
Bandwidth 19% 19.9% 24.9% 24.0% 12.2%
IT Budgets 9.8% 28.6% 20.5% 29.0% 12.1%
BYOD 17.6% 16.2% 35.6% 22.2% 8.3%
Network/Broadband access
24% 19.4% 28.6% 19.8% 8.3%
Customer Service 22.5% 26.6% 22.5% 22.5% 5.9%
Managing and Tracking assets
22.9% 19.7% 29.6% 22.0% 5.8%
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Commonfund Benchmark Survey of Independent School Endowments
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Average Net Returns
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Business Office Compensation
• Currently in collection phase• https://survey.soserv.com• Closes November 7, 2014• Need Log in Credentials: email
[email protected]• Segments by regions, school
type, enrollment
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Financial Position Survey
• Only study to look at the balance sheet of independent schools
• Data points taken directly from your audit
• Log in credentials are the same as BOCS Survey.
• Addresses level of reserves, annual giving, etc. Benchmarks up against Moody’s as well. (Shadow Moody’s rating)
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FPS Charts
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Genevieve D. Madigan
Vice President, Professional Development and Researchwww.nboa.net
1025 Shadeland Ave.
Drexel Hill, PA 19026
1400 I Street, NW p 202.407.7144 [email protected]
Suite 850 f 202.354.5040 Twitter: @GenMadigan
Washington, DC 20005 c 716-998-8130
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