Fortune Charter School Report

8/3/2019 Fortune Charter School Report

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Board of Education

Sac ramento County Office of Education

Charter Oversight Report #1

2012-13 School Year

Francie Heim

Consultant

December 11, 2012

1



Outline

1. STUDENT ACHIEVEMENT

2. 2011-12 ANNUAL WITHDRAWAL REPORT

3. RECRUITMENT REPORT FOR 2012-13

4. BUDGET UPDATE PRIOR YEAR “ACTUALS” AND AUDIT, 2012-13 BUDGET

5. 2012-13 ENROLLMENT

6. KEY DEMOGRAPHICS 7. SITE VISITS AND OBSERVATIONS

2





2011-12 STAR Test Results

2011-12 STAR testing for Fortune school shows a high level of studentachievement.

Was the assessment data (November/February) during the 2011-12

school year a reasonable indicator of STAR testing results?

YES

Were the results for Fortune school consistent with countywide

student STAR results?

FORTUNE EXCEEDED COUNTYWIDE STAR TEST RESULTS FOR GRADES 2 AND 3.

4



Stud ent Ac hievement ELA

5

COUNTY WIDE COMPARISON ENGLISH LANGUAGE ARTS Fortune compares VERY FAVORABLY to 2012 Countywide Star results; most notably at Grade 2, with

78% of students testing proficient/advanced (Chart 1.4), compared to 56% county wide (Chart 1.5).

CHART 1.4 ELA STAR CHART 1.5 ELA COUNTYWIDE

Below

BasicBasic Proficient Advanced Total

Prof/Adv

%

Grade 2 21% 23% 30% 26% 100.0% 56%

Grade 3 25% 29% 29% 17% 100.0% 46%

English Language Arts STAR Results (August 2012)

Sacramento County

Below


Prof/Adv

%

Grade 2 4.50% 18% 41% 36.5% 100% 78%

Grade 3 13% 32% 41% 14% 100% 55%

English Language Arts STAR (August 2012)

Fortune



Student Ac hievement Math

6

COUNTY WIDE COMPARISON MATH Fortune compares VERY FAVORABLY to 2012 Countywide Star results. Most notably at Grade 2, with

96% of students testing proficient/advanced (Chart 1.9) compared to 62% county wide (Chart 1.10).

CHART 1.9 MATH STAR FORTUNE CHART 1.10 MATH STAR COUNTYWIDE

Below


Prof/Adv

Total

Grade 2 18% 20% 29% 33% 100% 62%

Grade 3 15% 18% 27% 40% 100% 67%

Math STAR Results (August 2012)

Sacramento County

Below


Prof/Adv

%

Grade 2 4.5% 0% 32% 63.5% 100% 96%

Grade 3 4.5% 9% 27% 59% 100% 86%

Math STAR Results (Augu st 2012)

Fortune



Popula tion Tested

Grades 2 & 3 STAR Tests44 students

7

Below


Prof/Adv

Total

Below


Prof/Adv

Total

Grade 2 1 4 9 8 22 17 Grade 2 1 0 7 14 22 21

Grade 3 3 7 9 3 22 12 Grade 3 1 2 6 13 22 19

Total 4 11 18 11 44 29 Total 2 2 13 27 44 40

Below


Prof/Adv

Total

Below


Prof/Adv

Total

Grade 2 1 2 13 7 23 20 Grade 2 1 2 14 6 23 20

Grade 3 1 4 13 3 21 16 Grade 3 2 4 9 6 21 15

Total 2 6 26 10 44 36 Total 3 6 23 12 44 35

English Language Arts

STAR Results Fortune

Math

STAR Results Fortune

English Language Arts

Assessment Data Second Trimester Feb 2012 Fortune

Math

Assessment Data Second Trimester February 2012



2011-12

WITHDRAWAL REPORT

8





2012-13 RECRUITMENT

10



2012-13 Rec ruitment Report

•

The MOU requires an annual recruitment report. A report wasshared last November for 2011-12 school year.

• The 2012-13 report contains significant detail: – Preschools & Afterschool Programs (addresses with zip code)

– Churches (addresses with zip code) – Neighborhood Canvass by zip code

– Community Events (addresses and zip code)

– Hair Salon Outreach (addresses and zip code)

– Retail Stores (addresses and zip code)

– Advertising • Three (3) weeks of radio advertising (V101.1)• Local newspapers (The Observer)

• School banners

• Billboards on major highways

• Flyers, handbills, postcards

11



2012-13 Rec ruitment Report

Introduction:Recruitment efforts during spring 2012 were dedicated to expanding

the capacity of Fortune School’s recruitment strategies for all of its

charter school campuses. Fortune School hired a recruitment

campaign manager as well as staff of high school and college

interns to support recruitment efforts. Our team focused onrecruiting at preschools, afterschool programs, churches, door-to-

door, at community events and retail shopping centers, grocery

stores as well as hair salons and apartment complexes located near

low performing schools. In addition, Fortune advertised on the

radio, billboards and through direct mail. In addition, we

encouraged existing Fortune School parents to refer a friend.

Parents who referred a friend who enrolled received a free uniform

shirt for each scholar they referred.

12



BUDGET

13



2011-12 End of Year Financ ia ls

Did Fortune end the year (2011-12) with reserves as projected?

YES

EXCEEDED PROJECTIONS

•

2nd

interim projected ending balance (March 2012) $45K

• Actual ending balance (September 2012) $90K

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Late Breaking news -2011-12 Aud it

2011-12 Independent Audit report became

available December 1• Unqualified opinion

• No restatement of the 2011-12 financials

• No findings of internal control• No findings or recommendations

Nice job!

SPECIAL RECOGNITION TO BONNIE BENSEN

FORTUNE CHIEF FINANCIAL OFFICER.

15



2012-13 Budget & First Interim

2012-13 BUDGET (OUR FINDINGS FROM BUDGET PREPARED JUNE 2012)

• Budget assumptions are reasonable and provided contingency planning for mid-

year trigger cuts.

• Projected reserves meet MOU standards.

• Budget reports provide sufficient detail to analyze the financial situation.

• Cash borrowing options are in place

2012-13 FIRST INTERIM (DECEMBER 1 – LATE BREAKING NEWS)

• Budget assumptions are reasonable & projected reserves meet MOU standards.

• Budget reports provide sufficient detail to analyze the financial situation.

• Complete review of document is underway.

• CDE does not recognize William Lee as a new charter, but an expansion of the

existing Fortune school. This has created challenges in accurately projecting how

funding will be received in various categorical programs. However, the budget is

being updated appropriately.

16



STATISTICAL DATA

17

ENROLLMENT & DEMOGRAPHICDATA



2012-13 Enrollment (first trimester)

18

Fortune site started school August 1, first trimester ended October 19.

William Lee started September 5, first trimester ended November 2.

Female Male Female Male

k 41 38 34 42

1 39 34 25 18

2 13 13 19 24

3 8 19 16 10

4 10 12 11 14

Total 111 116 105 108

Total 227 213

Grand Total 440

Fortune Charter School William Lee

Enrollment October 19, 2012

Enrollment

Nov 2 2012



Other Data Elements

• 440 enrollment. 418 ADA (about 95%)

19

2011 -12

% 2012

2012-13

%

Elk Grove Unified 54% 174.92 42%

Sacramento City Unified 40% 199.33 48%

San Juan Unified 6.59 2%

Twin Rivers Unified 2% 13.39 3%

Folsom Cordova Unified 1% 3.88 1%Washington Unified 1.00 0%

Natomas Unified 3% 18.32 4%

Marysville Joint Unified 0.93 0.22%

Total 100.00% 418.36 100.00%

ADA by District of Residence (November 2012)

Fortune & William Lee



Other Data Elements

20

2011 Data

(March)

Fortune

Site

% of

Total

William

Lee

% of

Total

American Indian 1 1 0.44% 1 0.47%

Vietnamese 1 0.44% 1 0.47%

Asian Indian 2 0.88%Hmong 2 2 0.88%

Other Asian 1 2 0.88% 1 0.47%

Pacific Islander 4 4 1.76%

Filipino 1 4 1.76% 1 0.47%

Hispanic 46 58 25.55% 29 13.62%

African American 101 139 61.25% 175 82.15%

Caucasian 5 7 3.08% 3 1.41%

Declined 3 1.32%

Unclassified 3 4 1.76% 2 0.94%

Total 164 227 100.00% 213 100.00%

Ethnicity Report October 2012

Ethnicity Report

Nov 2012



.

Other Counts

21

2011-12 2012-13 2012-13 2012-13

Fortune FortuneWilliam

LeeTotal

Free & Reduced 82% 75% 80% 77%

Total Population 170 227 213 440

# of Free/Reduced eligible 139 170 170 340

Free & Reduced %

. 2011-12 2012-13 2012-13

Fortune FortuneWilliam

Lee

English Learners 17 20 0

*Based on CELDT testing, preliminary projection

English Learners (EL)*



Stud ents with Spec ia l Needs

• Statewide K-12

average rate of identification is

10%

• Charter SELPA

average is 8%

• Student

identification

rates areconsistent with

expectations

22

1

Fortune & William Lee2011-12

December

2012-13

November

2 Intellectual Disability ID 1

3 Hard of Hearing HH

4 Deaf DEAF

5 Speech/Language Impairment SLI 5 19

6 Visual Imapairment VI

7 Emotional Disturbance ED 1 18 Orthopedic Impairment OI

9 Other Health Impairment OHI 4

10 Specific Learning Disability SLD 4 8

11 Deaf- Blindness DB

12 Multiple Disability MD 1

13 Autism AUT 3

14 Traumatic Brain Injury TBI15 Undesignated 1

15 Total 11 37

16 Total Students 170 440

17 % of Population 6.47% 8.41%



SITE VISITS

23



Fac ility Upda te – New Site

WILLIAM LEE COLLEGE PREP FACILITY REVIEW PRIOR TO START OF SCHOOL

The site passed City of Sacramento inspections and a certificate of

occupancy was received prior to the start of school. The site was

reviewed according to the facility checklist in the MOU, and passed.

SITE VISIT OBSERVATIONS

Odisa Nyong is the new principal at Fortune school. Erin Marston is

the new principal at William Lee College Prep. Both sites are in

good repair and classrooms ready for the start of school.

24



Observations

Observations at both sites:

• Facility is maintained in good repair and is very clean. No safety issues noted.

• Students demonstrate clear expectations about behavior on the site and in the

classroom.

• Classrooms are clean with adequate furniture and instructional materials and

supplies.

• The front office is clean and presents a very professional image to the public.

Clear protocol exists regarding visitor sign in.

• The Food service program is operational, with adequate equipment for

maintaining hot and cold foods.

• PE activity is taking place in the multi-purpose room (Yoga), along with outdoor

activities in the play area.• Focused teaching is observable in all classrooms, with consistent methodology

from class to class. Students are focused on learning in each classroom.

25



SUMMARY

26



Financial

Competency

2011-12 financials

2011-12 audit

Operational

Competency

Established

systems.

Quick andaccurate

responses to

information

requests

Summary Year in Review

Fortune continues to demonstrate:

27

Visionary

Leadership

Leadership is

focused onstudent

achievement

Facility

Management

Sites ready for

the start of school!

Student Success

Star Results

The mostimportant factor

affecting student

learning..

Teachers.

Documents

Fortune Charter School Report