1. State of the School September 2014

2. Thankfulness Since its inception in 1997 Heritage has impacted the lives of 100’s of students and families

3. Thankfulness Since its inception in 1997 Heritage has been blessed with tremendous teachers and co- teachers

4. Thankfulness Since its inception in 1997 Heritage has seen 286 graduates.

5. Thankfulness The school has been blessed with godly school board members who are working hard to insure the long term viability of Heritage Academy.

6. Thankfulness The last two years have been a time of transition at Heritage and we are especially grateful for the leadership of Scott Sklenar during this time.

7. Distinctives University Model – NAUMS High Academic Rigor Importance of Community

8. Observations University Model – NAUMS –National Association of University Model Schools –Model is growing in respect and acceptance

9. Observations University Model – NAUMS –78 schools around the country (50 provided survey feedback last year) –Many are accredited by Advanced ED (SACS and ACSI) –Many are growing at spectacular rates.

10. Observations University Model – NAUMS at Heritage. –Heritage is slightly larger than the average NAUMS school (172-153). –Heritage is the 2 nd oldest NAUMS school.

11. Observations University Model – NAUMS at Heritage. –We are unusual in that currently all K-6 th students are full time. –We are usual in that more seniors are part time than at any other level.

12. Observations University Model – NAUMS at Heritage. –We are usual because more of our new families come from traditional education and not home school –We are unusual in that all but 5- 6% of our budget is funded by tuition and fees (NAUMS avg. 15%)

13. Observations High Academic Rigor –#1 Distinctive –Students who are “all in” have a tremendous opportunity to go to the best colleges in Georgia

14. Observations Community (Students) Strength –Students enjoy each other –Students and Faculty work well together

15. Observations Community (Students) Threat –Loss of seniors to off campus dual enrollment programs –Lack of opportunities for cross school influence –Lack of co-curricular opportunities

16. Observations Community (Families) Strength –Families spend more time together at home. –Interaction between families is strong when it occurs.

17. Observations Community (Families) Threats Distance between school and family dwellings has lessened interaction between families

18. Observations Community (Families) Threats We have no true gathering place that belongs to us for events and especially for athletics

19. Observations Additional Strengths –Experienced Faculty and Staff –No debt –Positive Fund Balance –Families pay in a timely manner

20. 2013-14 Revenues

21. 2013-14 Expenses

22. Observations Additional Threats –Admissions, Re-enrollment –Lack of PR -- Marketing –Communication –Tuition and Financial Assistance/Pay It Forward

23. Moving Forward –Change from Pay it Forward to Apogee –https://www.apogee123.org/https://www.apogee123.org/ John Panessa

24. Moving Forward –Change from Pay it Forward to Apogee –https://www.apogee123.org/https://www.apogee123.org/ John Panessa

25. Moving Forward Financial Assistance –Apogee –Other Funding under Consideration –FACTS will be used as clearing house (similar to FAFSA approach)

26. Moving Forward Development –2 nd Annual GALA –Annual Moving Forward Annual Campaign -- Kickoff scheduled for mid to late Fall –Goal of 65000 for 2014-15 –We need to have everyone “all in.”

27. Moving Forward Admissions and Re-enrollment –Re-enrollment will be moved to February. –Open enrollment to begin in Mid-February to early March –Tuition and Fees to be reevaluated –Additional Changes under consideration

28. Moving Forward PR and Marketing –Increased enrollment is the goal –Church and emphasis –Name Recognition (billboard and social media) –Word of Mouth is still the greatest attractor.

29. Moving Forward Academics –Continued Implementation of College Prep track –Seek to bring labelled courses on campus AP Dual Enrollment –Other changes under consideration.

30. Moving Forward Communication –New Website –Focus Groups with the board Elementary 10/6 Middle 10/27 High School 11/3 –Moving Forward (Notes from the Headmaster)

31. Moving Forward Unless God chooses to intervene in an unusual way our best approach for the future is to: Grow by evaluating current programs, expanding our program offerings, increasing enrollment and seeking God’s direction for the future.