About Us

School Improvement Partnership supports transparency and accountability in the charter school bond market, making it simpler for charter school bond investors to track the progress of their investments.

Leadership

Alan Wohlstetter, Founder and President
Victoria White, Chief Operating Officer
Tressa Pankovits, Director of Communications
Jonathan Tapper, Director of Client Services
Alexis Turner, Operations Specialist

Board of Directors

Steve Halpern
Melanie Grant
Arthur Mitchell

Our Value

  • Rational and prudent bond investors will insist upon strong periodic reporting of performance metrics to monitor deployed capital
  • Unlike other municipal bonds, the value of charter school bonds can be affected by changes in school leadership, per pupil payment rates or academic performance
  • Continuing disclosure from School Improvement Partnership helps to head off payment defaults and preserve the value of bond investments
  • Our evaluation reports provide action plans that enhance financial and academic performance, positively affecting market value

Our Services

Continuing Disclosure

Continuing Disclosure

Our continuing disclosure increases transparency and liquidity for charter school bond investors, allowing them to better determine the value of their charter school bond investment. We produce investor-ready, periodic continuing disclosure reports that are the most informative in the bond market, according to institutional investors.

Independent Evaluation

Independent Evaluation

Once a charter school or CMO misses a financial covenant, an independent evaluation by School Improvement Partnership provides a roadmap for improved performance, presenting bond investors with informed options on how to move forward. Our pre- and post-investment evaluations have allowed institutional investors to obtain an independent assessment of the underlying value of charter school bonds in California, Michigan, Texas and Pennsylvania.

Monthly Monitoring

Monthly Monitoring

Monthly monitoring and management check-ins by School Improvement Partnership allows bond investors to stay informed on a school’s performance until it stabilizes, enhancing accountability, transparency and market value. They add expert bandwidth to analyst teams pre-stabilization or after a covenant default.

Portfolio Review & Monitoring

Portfolio Review & Monitoring

With subject matter expertise across disciplines, School Improvement Partnership assists portfolio managers and analysts in reviewing and monitoring charter school bonds in their portfolio. This service helps assure that bonds being acquired on the secondary market do not have any undisclosed issues. It also can provide a quarterly update on the status of charter school investments, with data points designed to meet the portfolio's unique requirements.

The Value of Continuing Disclosure

Our continuing disclosure increases transparency and liquidity for charter school bond investors, allowing them to better determine the value of their charter school bond investment. We produce investor-ready, periodic continuing disclosure reports that are the most informative in the bond market, according to institutional investors.

The Value of Independent Evaluation

Once a charter school or CMO misses a financial covenant, an independent evaluation by School Improvement Partnership provides a roadmap for improved performance, presenting bond investors with informed options on how to move forward. Our pre- and post-investment evaluations have allowed institutional investors to obtain an independent assessment of the underlying value of charter school bonds in California, Michigan, Texas and Pennsylvania.

The Value of Monthly Monitoring

Monthly monitoring and management check-ins by School Improvement Partnership allows bond investors to stay informed on a school’s performance until it stabilizes, enhancing accountability, transparency and market value.  They add expert bandwidth to analyst teams pre-stabilization or after a covenant default.

The Value of Portfolio Review and Monitoring

With subject matter expertise across disciplines, School Improvement Partnership assists portfolio managers and analysts in reviewing and monitoring charter school bonds in their portfolio.  This service helps assure that bonds being acquired on the secondary market do not have any undisclosed issues.  It also can provide a quarterly update on the status of charter school investments, with data points designed to meet the portfolio's unique requirements.

Get In Touch

215.854.6322

1515 Market Street, Suite 1200
Philadelphia, PA 19102
[email protected]

Questions?