WELCOMETO THE 2009-10

BUDGET HEARINGAND

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 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

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 AssumptionsFebruary 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)Funded by stimulus

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)  

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 AssumptionsJuly 8, 2009 (continued)

Description Increase/(Decrease) Totals

Revenue:   

Revenue Cap (Due to $200/pupil increase) (257,965) 

Use of Microsoft Settlement (Partial) 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   201,653

     

Variance   0

THE BIG PICTURE

1. TOTAL FUND 10 & 27 NET BUDGET

2008-09 2009-10 $ Inc/(Dec) % Inc/(Dec)

$ 36,151,006 $ 36,301.382 $ 150,376 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%

TOTAL $ 39,687,875 $ 39,474,283 $ (213,592) (.54%)

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)%

COMMUNITY SERVICE $ 561,768 $ 585,546 $ 23,778 4.23%

TOTAL $ 13,449,764 $ 13,844,067 $ 394,303 2.9%

Mill Rate Comparison2008-09

AREA SCHOOL DISTRICT'S 2008-09 Mill Rate Comparison

10.85 10.80

10.24 10.20

9.36

8.54

7.98

-

2.00

4.00

6.00

8.00

10.00

12.00

Cudahy

Gre

endale

Fra

nklin

South

Milw

aukee

Gre

enfield

West

Alli

s

Oak C

reek/F

ranklin

District

Mill R

ate

Mill Rate History

SCHOOL DISTRICT OF SOUTH MILWAUKEE1993-94 to 2009-10 Mill Rate History

$17.53

$15.98

$15.38

$11.71

$10.80

$9.85$10.24 $10.33

$9.67

$10.82

$10.36 $10.39

$9.73 $9.65$9.41

$10.20$10.49

$0

$2

$4

$6

$8

$10

$12

$14

$16

$18

$20

19

93

-94

19

94

-95

19

95

-96

19

96

-97

19

97

-98

19

98

-99

19

99

-00

20

00

-01

20

01

-02

20

02

-03

20

03

-04

20

04

-05

20

05

-06

20

06

-07

20

07

-08

20

08

-09

20

09

-10

Pro

po

sed

Tax Levy HistoryAll Funds

SCHOOL DISTRICT OF SOUTH MILWAUKEE 1993-94 to 2009-10 Tax Levy History (All Funds)

0

2,000,000

4,000,000

6,000,000

8,000,000

10,000,000

12,000,000

14,000,000

16,000,000

1993

-94

1994

-95

1995

-96

1996

-97

1997

-98

1998

-99

1999

-00

2000

-01

2001

-02

2002

-03

2003

-04

2004

-05

2005

-06

2006

-07

2007

-08

2008

-09

Propo

sed

2009

-10

2009-10 REVENUE SOURCES

  State$22,852,201

  Property Taxes $9,043,491

  Open Enroll/Tuition $1,658,760

  Other $526,490

  Federal $2,132,440

$36,213,382

Revenue Budget SummaryFund 10 & 27

State63%

Property Taxes25%

Open Enroll/Tuition

5%

Other1%

Federal6%

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%

Expenditure Budget SummaryFund 10 & 27

Salaries59%

Benefits26%

Purchased Services7%

Capital Objects1%

Supplies4%

Debt Retirement & Other1%

Interfund Transfers1%

District Insurance1%

Staffing Summary

2008-09 Total FTE

2009-10Reduced

2009-10Increased

Approved 2009-10 FTE's

Teachers 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

68%5%

27%

Teachers

Admin

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…

ACTComposite% Meeting All 4 College Readiness Benchmarks% Voc Ed Taking Test Scoring 18 or Higher

APClass EnrolleesStudents Taking TestsTests TakenPassing Rate

Pre-EngineeringEnrollees

06-0710

71%

06-0721

16%

59%

06-0711762

11052%

18

08-094

29%

08-0921.623%

84%

08-0940813919549%

65

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 FOCUSEDRIGOROUS 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.

SOUTH MILWAUKEE SCHOOLS

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

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 FOCUSEDRIGOROUS 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.

SOUTH MILWAUKEE SCHOOLS