Dashboard
Board Overview
Key metrics across all program areas · Quarterly review
Executive Summary
MISBO continues to demonstrate strong organizational health entering Q4 2024. Membership retention remains above its 4-year average, the purchasing consortium has delivered record school savings well above trend, and the retirement plan has surpassed $1B in total assets. Professional development engagement is up year-over-year. Dashed lines on all charts indicate the 4-year average for easy reference.
Membership
400
Active member schools
▲ vs. 390 prior yr · avg 373
Finances
$2.4M
Total revenue YTD
▲ vs. $2.2M prior yr · avg $2.1M
Consortium
$3.1M
School savings YTD
▲ vs. $2.85M prior yr · avg $2.4M
Prof. Dev
1,840
Total event attendees
▲ vs. 1,440 prior yr · avg 1,310
Retirement
$1.1B
Total AUM
▲ vs. $980M prior yr · avg $843M
5-Year Membership Trend
Members4-yr avg (373)
Revenue by Stream
DuesConsortiumEventsSponsorships
Click any tile above to navigate · Dashed lines = 4-year average benchmark
Membership
Active schools, new members, renewals, and retention trends
Total Active Members
400
Member schools
Prior yr: 390
4-yr avg: 373
New Members
34
Joined this year
Prior yr: 24
4-yr avg: 24
Renewals
366
Renewed this cycle
Prior yr: 366
4-yr avg: 349
Lapsed / At-Risk
18
Retention flag
Prior yr: 24
4-yr avg: 23
Retention Rate
95%
Current year
Prior yr: 93%
4-yr avg: 93%
5-Year Membership Trend
Members4-yr avg (373)
New Members vs. Renewals
RenewalsNew MembersTotal avg (373)
Finances
Revenue, expenses, net margin, and budget vs. actual
Total Revenue
$2.4M
YTD 2024
Prior yr: $2.2M
4-yr avg: $2.1M
Total Expenses
$2.1M
YTD 2024
Prior yr: $2.0M
4-yr avg: $1.9M
Net Revenue
$290K
YTD 2024
Prior yr: $220K
4-yr avg: $195K
Net Margin
12%
vs. 10% budgeted
Prior yr: 10%
4-yr avg: 9%
Budget Variance
+$48K
Favorable
Prior yr: +$31K
4-yr avg: +$22K
Revenue by Stream
DuesConsortiumEventsSponsorships
Budget vs. Actual by Stream
ActualBudget4-yr avg revenue
Purchasing Consortium
Participating schools, total savings, and vendor program activity
Participating Schools
287
72% of members
Prior yr: 268
4-yr avg: 252
Total School Savings
$3.1M
YTD 2024
Prior yr: $2.85M
4-yr avg: $2.4M
Avg. Savings / School
$10.8K
Per participating school
Prior yr: $10.6K
4-yr avg: $9.8K
Active Contracts
42
Vendor programs
Prior yr: 38
4-yr avg: 35
Total School Savings — 5-Year Trend
Savings4-yr avg ($2.4M)
Savings by Category (YTD)
Professional Development & Listservs
Events, attendance, listserv activity, and subscriber counts
Listserv Subscribers
3,240
Individual subscribers
Prior yr: 2,980
4-yr avg: 2,710
Schools on Listservs
318
80% of members
Prior yr: 298
4-yr avg: 278
Total Events
48
YTD 2024
Prior yr: 44
4-yr avg: 40
Total Attendees
1,840
Across all events
Prior yr: 1,440
4-yr avg: 1,310
Avg. Attendance
38
Per event
Prior yr: 33
4-yr avg: 33
Event Attendance by Type
AnnualWebinarsRoundtablesTotal avg (1,310)
Listserv Post Activity (Monthly 2024)
PostsMonthly avg (261)
Retirement Plan (MEP)
The Independent School Group Retirement Plan · Sponsored by MISBO
THE INDEPENDENT SCHOOL
GROUP RETIREMENT PLAN
403(b) Multiple Employer Plan · Sponsored by MISBO
Primary Recordkeeper: Transamerica · Additional: TIAA & others
Primary Recordkeeper: Transamerica · Additional: TIAA & others
Adopter Schools
60
Participating orgs
Prior yr: 56
4-yr avg: 50
Total Participants
6,500
Individual members
Prior yr: 6,100
4-yr avg: 5,650
Assets (Transamerica)
$750M
Primary recordkeeper
Prior yr: $665M
4-yr avg: $596M
Assets (TIAA + Other)
$350M
Legacy recordkeepers
Prior yr: $315M
4-yr avg: $285M
Total AUM
$1.1B
All recordkeepers
Prior yr: $980M
4-yr avg: $843M
Total AUM — 5-Year Trend ($M)
AUM4-yr avg ($843M)
Assets by Recordkeeper
Transamerica $750M (68%)TIAA + Other $350M (32%)
Avg. assets / school
$18.3M
Prior yr: $17.5M
Avg. assets / participant
$169K
Prior yr: $161K