ontario school district state revenue and budget planning 2010
TRANSCRIPT
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ONTARIO SCHOOL DISTRICT
State Revenue and Budget Planning 2010
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Ontario School District
District Goals “Our Children, Our Future!”
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Mission StatementAll students will be equipped with the skills for lifelong learning and graduate as responsible adults prepared for college or career.
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I. Target Area: Student Achievement
• GOAL 1: All schools will meet adequate yearly progress (AYP) in reading/language arts and mathematics.
• GOAL 2: All students will graduate from high school prepared for career or post-secondary education.
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II. Target Area: Curriculum and Instruction
• GOAL 1: To develop a five-year curriculum plan for the school district so all students achieve at high levels
• GOAL 2: To engage in rigorous instruction driven by a technology-enriched curriculum to reach high levels of academic achievement and performance that fosters life-long learning.
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II. Target Area: Curriculum and Instruction con’t
• GOAL 3: To develop a quality professional development and training model to implement best practices that impact student learning.
• GOAL 4: Develop a consistent K-12 assessment system that provides formative and summative feedback to students, teachers, and parents that systematically verifies student learning progress and enhances instruction.
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III. Target Area: Facilities
• Goal 1: To upgrade school facilities so that the environment for learning will provide students with the best possible opportunities for an education in schools that are free of safety and health hazards.
• Goal 2: To provide school facilities, which will be efficient to operate and provide the necessary instructional spaces, in order to operate a comprehensive 21st century educational program for students in grades K-12.
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IV. Target Area: Communication
To develop a district-wide communications plan for internal and external communication in order to promote the District as a professional, responsive, and well-managed organization dedicated to student achievement
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V. Target Area: Celebrations
To develop a systematic plan for celebrations of success for students, staff, volunteers, departments, and programs to showcase the district.
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State Revenue Update
Budget Implications
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Percent of State Revenue to Schools
44.8%
42.5%
41.3%
39.0%
40.0%
41.0%
42.0%
43.0%
44.0%
45.0%
46.0%
2003-05 2005-07 2007-09
Source: Legislative Fiscal Office, "General Fund & Lottery Spending by Major Program Area," 2007
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Inflation-Adjusted SSF Revenue Per ADMw
$4,125
$3,938
$3,376
$0
$500
$1,000
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000
$4,500
1990-91 2008-09 / Portland CPI(Forecast)
2008-09 / Oregon Ed SectorPI (Forecast)
Source: Oregon Department of Education, "Inflation-Adjusted Formula Revenue per Weighted Daily Average Membership (ADMw), 2009
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Revenue by Source
Transfers from Other Funds,
1,493,408 , 5%
Federal Grants, 4,972,122 , 16%
Other State Revenue,
123,176 , 0%
State School Fund,
17,127,941 , 54%
Cash on Hand, 4,306,738 , 13%
Earnings on Investments, 104,600 , 0%
Other Local Sources,
470,500 , 1%
Property Taxes, 3,376,678 , 11%
Source: 2009-10 Adopted Budget
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2009-10 ADMw Components:Projected and Estimated Actual
Description Calculation 2009-10 Student
Numbers Budgeted
2009-10 Student
Numbers Actual
(Estimated)
ADMr 2,600 X 1.00 = 2,600 2,526
Students in ESL Programs 474 X 0.50 = 237 210
IEP Students Capped at 11% 286 X 1.00 = 286 278
Students on IEP above 11% 0 X 1.00 = 0 0.00
Students Pregnant and Parenting 7 X 1.00 = 7 20
Students in Poverty 807.8 X 0.25 = 202 201.4
Foster Care or Neglected Students 27 X 0.25 = 6.8 6.8
Estimated ADMw 09-10Extended ADMw 08-09
3,338.83,361.2
3,242.23,345.4
Source: SSF Estimate 05/19/2009.
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2009-10 State School Fund Projected and Estimated Actual
Description Calculation 2009-10 Budgeted
2009-10 Actual
(Estimated)
Estimated ADMw 09-10Extended ADMw 08-09
Greater of 3,338.83,361.2
3,242.2 3,345.4
X Funding Factor + Exp Adj $4500 $4500 $4500
(Teacher Experience Adjustment) 12.84–12.09=.75*$25 $18.75 $18.75
X Funding Ratio 1.31708050265 1.27688008960
+ Transportation Grant $995,700 * 70% $696,990 $696,990
= Total Formula Revenue $20,701,365 $19,999,620
- Local Revenue $3,573,131 $3,573,131
= State School Fund GrantState Fiscal Stabilization Fund
$17,127,941 $16,442,306775,631
$17,217,937
Source: SSF Estimate 05/19/2009.
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2010-11 State School Fund Projected
Description Calculation 2010-11 Projected
Estimated ADMw 10-11Extended ADMw 09-10
Greater of 3,149.03,242.2
Per Informal Oregon Department Of Ed 01/25/2010
X Formula Revenue per ADMw $6,428
= Total Formula Revenue $20,840,862
- Estimated difference in transportation and teacher experience
(100,000)
- Local Revenue $3,610,223
= State School Fund GrantState Fiscal Stabilization Fund
$17,130,639307,990
17,438,629
Source: SSF Estimate 05/19/2009.
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Factors Impacting 2010-11
• Decline in enrollment
• Decline in cash balance
• Termination of Short-term Stimulus Funds (SFSF and ARRA)
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Factors Impacting 2010-11: Declining Enrollment
• 2009-10 budget based on 3,361.2 Average Daily Membership-Weighted (ADMw)
• 2010-11 budget based on 3,242.2 ADMw
• 119 ADMw X $6,000 per pupil equals $714,000 revenue shortfall
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Factors Impacting 2010-11: Declining Fund Balance
• District has used cash reserves to avoid making cuts to personnel and programs and to make facility improvements– 2007-08 used $2.2 Million– 2008-09 used $1.2 Million– 2009-10 budgeted to use $2.3 Million
• Will probably use $1.3 Million
– The most we can reasonably use and maintain a prudent cash balance for 2010-11 is $750,000.
– Decrease in budgeted expenditures of $1.5 Million to maintain cash reserves
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Factors Impacting 2010-11: Termination of Short-term Stimulus Funds (SFSF)
SFSF (State Fiscal Stabilization Fund)• $572,566 in 08-09• $779,297 in 09-10• $307,990 in 10-11: Decrease of
$471,307
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Factors Impacting 2010-11: Termination of Short-term Stimulus Funds (ARRA)
• Title IA – ARRA– Paid for all-day Kindergarten, 8
instructional assistants, part of counselors and assessment TOSA in 09-10
– Funds all budgeted to be spent in 09-10. May carryover enough to fund portion of counselors in 09-10.
– To maintain all-day Kinder, need to reduce other General Fund expenditures by approximately $350K
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Increases required in other budget areas• Building Transfer: $75K
– Return to 08-09 level
• Unemployment: $500K• Technology: $120K
– Return to 08-09 level plus increase to maintain Technology Rich Classrooms
• Buses: $109K– Return to purchasing two buses per year to
maintain fleet
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2009-10 Budgeted Revenues (less beginning fund balance)
$20,936,895
2009-10 Budgeted Expenditures (less ending fund balance)
$23,211,768
2010-11 Estimated Revenue (less BFB):With $200 MM triggerCash reserves available:Target for expenditures
$21,300,000750,000
$22,050,000
Increases:Building Transfer Absorb all-day KUnemploymentTechnologyBus
75,000350,000500,000120,000109,000
Decreases Necessary from 09-10 $2,315,768
Decrease in General Fund Expenditures
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-
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
Actual 05-06 Actual 06-07 Actual 07-08 Actual 08-09 Budgeted 09-10 Projected 10-11
Total Revenue (less BFB) Total Expenditures Ending Fund Balance
Revenue, Expenditures, and Ending Fund Balance
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2,644
2,7032,724
2,682
2,607
2,528
2,454
2,300
2,350
2,400
2,450
2,500
2,550
2,600
2,650
2,700
2,750
2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11
09-10 and 10-11 are estimates
Average Daily Membership-Regular(Includes FRCS)
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Youth Population Decrease Mirrors Decrease in School Enrollment
Malheur County Youth Population
8,713
8,8768,825
8,3868,268
8,1367,970
7000
7500
8000
8500
9000
YEAR 2002 2003 2004 2005 2006 2007 2008
Data from Portland State University
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Other Objects1%
Capital Outlay1%
Supplies and Materials
5%
Purchased Services
13%
Transfers1%
Salaries & Employee Benefits
79%
Does not include reserve and contingency.
General Fund Budget 09-10
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Certified-Extra-Duty, $337,328
, 2%
Classified, $3,681,607 ,
20% Certified-Regular,
$11,076,382 , 59%
Subs & Temp, $542,252 , 3%
Early Retiree, $138,651 , 1%
Admin-Dir, Prin &
Supervisors, $2,299,720 ,
13%
Admin-Confidential,
$297,957 , 2%
Salaries & Benefits by Group 2009-2010 Budget
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Questions?
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Budget Planning Input
• Brainstorm budget priorities
• Brainstorm challenges
• Brainstorm areas to reduce