Transcript No Slide Title

WELCOME
TO THE
2009-10
BUDGET HEARING
AND
ANNUAL MEETING
OF THE
SCHOOL DISTRICT
OF
SOUTH MILWAUKEE
SOUTH MILWAUKEE SCHOOL DISTRICT
September 9, 2009
7:00 p.m.
AGENDA FOR PUBLIC HEARING
I.
Explanation of Dual Meeting and Opening
Remarks
A. Introduction of School Board and
Selected Staff Members
B. Introduction of Legal Counsel and
Parliamentarian
II. Presentation of Treasurer’s Report
III. Opportunity for Public Comments on the
Proposed Budget
IV. Closing Remarks and Adjournment
AGENDA FOR ANNUAL MEETING
Call to Order
II. Explanation of Ground Rules
III. Elect Chairperson
IV. Approve Agenda
V. Approval of Previous Minutes
VI. Adoption of Resolution on Tax Levy
VII. Old Business
VIII. New Business
A. Academic Progress Report
IX. Adjournment
I.
THE 2009-10 SCHOOL YEAR
Continue work to improve academic
achievement through high standards and
rigorous curriculum.
$1,123,621 in reductions - the gap
between revenues and expenditures.
Estimated levy increase of $394,303 or
2.9%.
Estimated mill rate of $10.49 using an
estimated equalized valuation increase of
.0033%. The final valuation will be received
in October and the mill rate will be finalized
at that time.
WHY $1,123,621 IN
REDUCTIONS?
(The Gap Between Revenues & Expenditures)
Revenue limits control the total amount of
taxes and general state aid a school
district can collect.
The 2009-2011 State Biennium Budget
has limited the increase to the revenue
under the revenue limit to $65,614.
FUTURE BUDGETS
As long as revenue limits are in place
and expenses increase at a greater rate
than revenues, the district will be facing a
budget gap.
We expect to see continued reductions
for the 2010-11 school year.
Federal ARRA funds used for State
Stabilization are to disappear after the
2010-11 fiscal year.
Continue review of long-term financial
and budget planning.
2009-10 REDUCTION SUMMARY
The $1,123,621 gap between revenue
and expenditures was addressed as
follows:
Reduced staff and restructured
departments.
Increased student fees and open
enrollment revenue.
Reduced department and site
budgets.
Realized savings from retirements
and resignations.
Reduced life insurance premiums.
Used 2008-09 FEMA revenue.
2009-10 Budget Assumptions
February 18, 2009
Description
Increase/(Decrease)
Totals
Revenue:
Revenue Cap
323,579
Special Education Aid
35,529
Interest Earnings
(39,000)
Increase Student Fees by $5
15,000
Increase Open Enrollment Revenue
48,000
Use of FEMA Revenue
88,000
Total Revenue Increase
471,108
Expenditures:
Salary/Benefits/Lane Movement/Retiree Health
1,123,906
Utilities
43,713
District Insurance
21,616
Energy Education Program
(85,000)
Total Expenditure Increase
1,104,235
Total Budget Adjustment
(633,127)
2009-10 Budget Assumptions
February 18, 2009 (continued)
Proposed Expenditure Reductions:
Reduce Teacher Leadership Positions
10,000
Revise Curriculum Specialists Positions
11,000
Reduce .66 FTE HS PE Teacher Position
43,000
Reduce .50 FTE HS English Teacher Position
50,000
Reduce 1.0 FTE Program Support/Diagnostician Position
73,000
Reduce 1.0 FTE Librarian Position
82,000
Reduce .50 FTE HS Guidance Counselor Position
42,500
Reduce Building Service Helper Positions
72,580
Reduce 1.0 FTE Custodian Position
75,000
Reduce Instructional Secretary Position to 11 Months
5,000
Reduce 3 Hours/Day Blakewood Aide Position
15,000
Salary Freeze for all Administrative Staff Members
48,000
Reduce District Office Food Budget
1,200
Reduce Mileage Payments
2,000
Reduce Magazines and Publications
4,000
Reduce Curriculum Development Budget
5,000
Reduce Utility Costs
8,000
Reduce Conferences by 1/3rd (Fund 10)
15,000
Reduce Activities and Athletics Budget (Option A Revised)
50,000
Savings Due to Anticipated Retirements
65,000
Total Budget Reductions
677,280
Expenditure Additions:
Increase Eight Hours of Paraprofessional Aide Time
0
Increase .50 FTE Elementary Special Ed Teacher Position
(44,000)
Increase .50 FTE Speech & Language Teacher Position
(40,000)
Increase .40 FTE Occupational Therapist Position
(39,500)
Increase $35,000 for Grant-Funded MS Teacher Position
(35,000)
Funded by
stimulus
Total Expenditure Additions
(35,000)
Variance
9,153
State Budget Impact
 Governor Doyle signed the 2009-11
State Biennium Budget into law on
June 29, 2009.
 Budget limits per pupil increase to
$200. (Unprecedented)
 State uses ARRA State Stabilization
Funds to pay 2008-09 obligations to
schools.
 State decreased general school aid
by $147 million.
 State removed the QEO law and
changed arbitration considerations.
2008-09 Budget Assumptions
July 8, 2009 (continued)
Description
Increase/(Decrease)
Totals
Revenue:
Revenue Cap (Due to $200/pupil increase)
Use of Microsoft Settlement (Partial)
(257,965)
56,312
Total Revenue Change
(201,653)
Expenditures:
Balance from 2/18/09 Approved Reductions
9,153
Life Insurance Change
85,000
Business Office Restructure (Comptroller to
Accountant)
20,000
Allocate Utilities to Fund 50
20,000
Reduce .50 FTE HS Guidance Counselor Position
42,500
Reduce Salary/Benefit Projections
25,000
Total Budget Reductions
Variance
201,653
0
THE BIG PICTURE
1. TOTAL FUND 10 & 27 NET BUDGET
2008-09
2009-10
$ 36,151,006
$ 36,301.382
$ Inc/(Dec)
$
150,376
% Inc/(Dec)
0.42%
2. THE TOTAL TAX LEVY FUND EXPENDITURE BUDGETS ARE DECREASING BY .54 %
2008-09
2009-10
$ Inc/(Dec)
% Inc/(Dec)
GENERAL FUND
$ 33,959,679
$ 33,727,502
$ (232,177)
(0.68%)
DEBT SERVICE
$ 4,691,460
$ 4,641,615
$
(49,845)
(1.06%)
COMMUNITY SERVICE
$ 1,036.736
$ 1,105,166
$
68,430
6.6%
$ 39,687,875
$ 39,474,283
$ (213,592)
(.54%)
TOTAL
3. THE TOTAL PROPERTY TAX LEVY IS INCREASING BY 2.9%
2008-09
2009-10
$ Inc/(Dec)
% Inc/(Dec)
GENERAL FUND
$ 8,645,964
$ 9,043,491
$
397,527
4.60%
DEBT SERVICE
$ 4,242,032
$ 4,215,030
$
(27,002)
(0.64)%
$
$
585,546
$
23,778
4.23%
$ 13,844,067
$
394,303
2.9%
COMMUNITY SERVICE
TOTAL
561,768
$ 13,449,764
Mill Rate Comparison
2008-09
AREA SCHOOL DISTRICT'S
2008-09 Mill Rate Comparison
12.00
10.85
10.80
10.24
10.20
10.00
9.36
8.54
7.98
6.00
4.00
District
Oak Creek/Franklin
West Allis
South Milwaukee
Franklin
Greendale
-
Greenfield
2.00
Cudahy
Mill Rate
8.00
Mill Rate History
SCHOOL DISTRICT OF SOUTH MILWAUKEE
1993-94 to 2009-10 Mill Rate History
$20
$18
$ 17.53
$ 15.98
$16
$ 15.38
$14
$ 11.71
$12
$ 10.80
$ 10.82
$ 10.36 $ 10.39
$ 10.24 $ 10.33
$ 9.85
$10
$ 10.20
$ 9.73
$ 9.67
$ 9.65
$ 10.49
$ 9.41
$8
$6
$4
$2
2009-10 Proposed
2008-09
2007-08
2006-07
2005-06
2004-05
2003-04
2002-03
2001-02
2000-01
1999-00
1998-99
1997-98
1996-97
1995-96
1994-95
1993-94
$0
Tax Levy History
All Funds
SCHOOL DISTRICT OF SOUTH MILWAUKEE
1993-94 to 2009-10 Tax Levy History (All Funds)
16,000,000
14,000,000
12,000,000
10,000,000
8,000,000
6,000,000
4,000,000
2,000,000
19
93
-9
19 4
94
-9
5
19
95
-9
19 6
96
-9
19 7
97
-9
19 8
98
-9
9
19
99
-0
20 0
00
-0
20 1
01
-0
20 2
02
-0
20 3
03
-0
4
20
04
-0
20 5
05
-0
20 6
06
-0
20 7
07
-0
Pr
8
20
op
08
os
ed
-0
9
20
09
-1
0
0
Revenue Budget Summary
Fund 10 & 27
Federal
6%
Other
1%
Open
Enroll/Tuition
5%
Property Taxes
25%
State
63%
2009-10 REVENUE SOURCES
State
$22,852,201
Property Taxes
$9,043,491
Open Enroll/Tuition
$1,658,760
Other
Federal
$526,490
$2,132,440
$36,213,382
Expenditure Budget Summary
Fund 10 & 27
District Insurance Interfund Transfers
1%
1%
Capital Objects
1%
Debt Retirement &
Other
Supplies
1%
4%
Purchased Services
7%
Benefits
26%
Salaries
59%
2009-10 Expenses by Object
Salaries
$21,541,269
Benefits
$9,559,869
Purchased Svcs.
$2,637,937
Supplies
$1,262,393
Capital Objects
$315,263
District Insurance
$338,441
Interfund Transfers
$376,680
Debt Retirement/Other
$269,530
Total
$36,301,382
85%
Staffing Summary
2008-09
Total FTE
Teachers
2009-10
Reduced
2009-10
Increased
Approved
2009-10
FTE's
233.22
(4.49)
8.25
236.98
Admin
17.00
0.00
0.00
17.00
Support
14.10
(2.60)
0.00
11.50
Aides
29.64
(0.42)
2.53
31.75
Clerical
23.00
(0.53)
0.00
22.47
Custodial
19.00
(1.00)
0.00
18.00
BSH
16.19
(4.00)
0.00
12.19
Total
349.55
(10.44)
10.78
349.89
27%
Teachers
Admin
5%
68%
Support
SUMMARY
Staff and expenditure reductions made
primarily due to revenue limits and
declining enrollments.
Projected mill rate of $10.49 – final
adjustment in October after 3rd Friday
enrollment count, final certification of state
aid and property valuation.
Rising costs of insurance and utility costs
will continue even with controls.
Future state legislation uncertain.
2010-11 will see another year of
reductions.
WKCE Rankings (1-50)*
SM in 36-50 Range

*Targeting efforts correctly…
ACT
Composite
% Meeting All 4 College
Readiness Benchmarks
% Voc Ed Taking Test Scoring
18 or Higher

AP
Class Enrollees
Students Taking Tests
Tests Taken
Passing Rate

Pre-Engineering
Enrollees

06-07
08-09
10
71%
4
29%
06-07
08-09
21
16%
21.6
23%
59%
84%
06-07
08-09
117
62
110
52%
408
139
195
49%
18
65
SOUTH MILWAUKEE SCHOOLS
Creating the Future…
Through a commitment to educational excellence, it is our mission to educate,
engage and prepare all learners to succeed in and contribute to an ever-changing
society.
CAREER FOCUSED
RIGOROUS CURRICULA AND EXPECTATIONS
RESPONSIBLE LANGUAGE AND ACTION
 Career Focused: Purposeful, not rigid, but recognizing
the possibilities and the impact of the present on the
future.
 Rigorous Curricula and Expectations: For the
college bound and students who have chosen other
routes to success, this is for all of you. There are no
short cuts.
 Responsible Language & Action: Modeling behaviors
of responsible citizens and the verbal/non-verbal
language of the world of work/schools of continuing
education.
Questions
&
Answers
SOUTH MILWAUKEE SCHOOL DISTRICT
September 9, 2009
7:00 p.m.
AGENDA FOR PUBLIC HEARING
I.
Explanation of Dual Meeting and Opening
Remarks
A. Introduction of School Board and
Selected Staff Members
B. Introduction of Legal Counsel and
Parliamentarian
II. Presentation of Treasurer’s Report
III. Opportunity for Public Comments on the
Proposed Budget
IV. Closing Remarks and Adjournment
AGENDA FOR ANNUAL MEETING
I.
Call to Order
II. Explanation of Ground Rules
III. Elect Chairperson
IV. Approve Agenda
V. Approval of Previous Minutes
VI. Adoption of Resolution on Tax Levy
VII. Old Business
VIII. New Business
A. Academic Progress Report
IX. Adjournment
SOUTH MILWAUKEE SCHOOLS
Creating the Future…
Through a commitment to educational excellence, it is our mission to educate,
engage and prepare all learners to succeed in and contribute to an ever-changing
society.
CAREER FOCUSED
RIGOROUS CURRICULA AND EXPECTATIONS
RESPONSIBLE LANGUAGE AND ACTION
 Career Focused: Purposeful, not rigid, but recognizing
the possibilities and the impact of the present on the
future.
 Rigorous Curricula and Expectations: For the
college bound and students who have chosen other
routes to success, this is for all of you. There are no
short cuts.
 Responsible Language & Action: Modeling behaviors
of responsible citizens and the verbal/non-verbal
language of the world of work/schools of continuing
education.