LINCOLN-SUDBURY REGIONAL SCHOOL DISTRICTFY ’06 BUDGET

Presentation for the LS WebsiteJanuary 26, 2005

The Following Presentation

What follows is an updated version of the presentation of the Lincoln-Sudbury Budget that was made to the Finance Committees in both towns. It is primarily a visual presentation, rather than a narrative one, and is essentially divided into three parts.

Part 1

The current state of the school and its financial status, along with the recent historical trends that have resulted in our current situation.

Part 2The impact that the downward trend

has had from a student’s perspective. You should be able to see clearly the students in 2001-02 attended a very different school, with much more favorable class sizes, fewer fees, and many more opportunities for close relationships with teachers, counselors and advisers.

Part 3The 2006 budget request represents an

attempt to return to the level of service provided in 2004. The last year in which class sizes were at an appropriate level was actually 2002, but the School Committee feels that, just as the losses to the system have occurred over a number of years, efforts at any kind of restoration need to be reasonable.

Capital Building Project

The Building Opened on time Anticipate final completion Spring

2005 Fields, Tennis Courts, Parking

MSBA Funding Expected FY06

State of the School

Enrollment Increase FY95 to FY05 69%

5%6% 7%

6% 4% 6% 6% 5% 3% 6% 4%

0

200

400

600

800

1000

1200

1400

1600

Students

'96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06

Fiscal Year

LINCOLN-SUDBURY REGIONAL H.S.October 2004 Enrollment Projection

State’s Commitment to Education

Chapter 70 Aid

$1,000,000

$1,200,000

$1,400,000

$1,600,000

$1,800,000

$2,000,000

$2,200,000

$2,400,000

FY'95

FY'96

FY'97

FY'98

FY'99

FY'00

FY'01

FY'02

FY'03

FY'04

FY'05

Student/Teacher Changes

0%

20%

40%

60%

80%

100%

96 97 98 09 00 01 02 03 04 05

Fiscal YearsStudents 70%

Teachers 46%

Per Pupil Expenditures in 1995 Dollars

$7,000$7,500$8,000$8,500$9,000$9,500

$10,000$10,500$11,000

FY 95 FY 96 FY 97 FY 98 FY 99 FY 00 FY 01 FY 02 FY 03 FY 04

Fiscal Year Per Pupil Costs

Costs in 1995 Dollars

Operating Budget History

FY ‘02

Enrollment 1315 Class size at acceptable level Text and Supply budgets adequate

FY ’03 (-$552,000) Enrollment Increased to 1377 (+62

students) No increase in teachers (needed 4.17

FTE) Reduction in support staff Class size begins to grow Text and Supply budgets reduced Loss of some programs & support

services

FY ’04 (-$543,301) Enrollment Increased to 1418 (+103

students since FY ’02) -.5 FTE Administrator -3.285 FTE Teachers -3.0 FTE Support Staff Increase in fees (Activity & Athletic Fees) Class size continues to grow Text and Supply budgets cut yet again Professional Development cuts Loss of more programs & support services

FY ’05 (-$243,281) Enrollment Increases to 1503 (+188

students since FY ’02) -.5 Administrator (total 1.0 cut) -1.07 FTE Teachers (total 4.355 teachers) -2.55 FTE Support Staff (total 5.55 staff) Athletic fees Increased Again ($135 - $165) Class size at or above capacity Students course selection extremely limited Text & Supply Budgets cut again Reduced Athletic Offerings for students

Percentage Increase in Teacher Loads Counseling 20.4% Math 17.95% Science 13.75% History 12.6% Wellness 12.5% English 11.6% Language 9.8%

Educational Impact to a 9th Grade Student 2000-2001

English 19

History 20Math 14Earth Science

21French 17Latin 22Wellness 19

2004-2005English 24

History 25Math 22Earth Science

27French 24Latin 28*Wellness 26

Educational Impact to a 10th Grade Student 2000-2001

AP US 20

English 23Spanish 16Algebra II 25Biology 20Arts 19

2004-2005AP US

27*English 27Spanish 25Algebra II 28Biology 30Arts 25

Educational Impact to a 11th Grade Student 2000-2001

Novel 22

Law 24Latin III 24Adv Math 24Science 21

2004-2005Novel

27*Law

27*Latin III 30Adv Math 27Science 26

Educational Impact to a 12th Grade Student 2001-2001

Western Civ 25Calculus 19AP Physics 25AP Biology 23English 25Language 19

2004-2005Western Civ 30*Calculus 31AP Physics 29AP Biology 26*English 28Language 27

Other Impacts to Students Counselors

Counseling Relationships Personal Counseling Academic Advising College Application Process Crisis Counseling

Other Impacts to Students Scheduling and Curriculum

Scheduling Process Requesting Scheduling Changes Double Enrollment Fewer New Courses Less Preventive School-wide

Programming

Financial Impact to Students 2001-2002

Athletic User Fee $125

Parking Fee $50

Activity Fee $0

NOTE: Cannot charge for bussing

2004-2005 Athletic User Fee

$165 Parking Fee

$200 Activity Fee

$35

FY ‘06 Enrollment Projected to 1567 (+252

students since FY ’02)

Budget Priority: Restore Teachers to meet increased

enrollment Provide adequate text & supplies Provide appropriate co-curricular & athletic

opportunities Provide adequate management & supervision

Teachers Needed for Growth

Cumulative FY ’03 (+62 students)

Needed: 4.17 4.17 FY ’04 (+41 students)

Needed: 4.0 Previous year’s need 4.17 Cuts 3.285 11.5

FY ’05 (+85 students) Needed: 6.0 Cuts 1.07 Previous years’ needs 11.5 18.6

FY ’06 (+64 projected students) Needed: 5.5 Previous years’ needs 18.6 24

Restore Class Size to What Level? FY ’02 Class Size

24 FTE Teachers

FY ’04 Class Size 12 FTE Teachers

FY ’06 Budget Drivers Enrollment Increase Utility/Operating Costs of New

Building Pensions & Insurance Special Education Cost Debt Service

Utilities/Operating Costs

36% Larger Building

Code Regulations

Electric vs. Gas Heat

Higher Unit Costs

Pensions & Insurance

6.86% Increase for Level Staff

3.45% For Proposed Staff Increase

Special Education Costs

Increase in Circuit Breaker Dollars reduced cost to LS

Debt Service

Principal & Interest on $14,000,000 Bond Issue

Interest on $56,000,000 Bond Anticipation Note

Core Values Promotion of cooperative and

caring relationships between adults and students

Respect for human differences Satisfaction with excellence only,

particularly in academics

Budget Guidelines Classroom teaching and learning our first priority. Distinguish what is essential to learn & what is

desirable experience by completion of high school.

Maintain reasonable class size in core academics Maintain athletic and extra-curricular activities. Maintain mainstreaming opportunities for

students with special needs. Develop initiatives that will provide optimal

educational experience for our most reluctant learners.

FY ’06 BudgetLEVEL STAFF BUDGET

Maintains our current staff 5.28%

LEVEL SERVICES BUDGET (+2.23%)Maintains class size at FY ’05 level 7.51%

TARGET BUDGET (+3.09%)Brings class size to FY ’04 level 10.6%

Level Staff Budget (5.28%) Current staff

Increased class size Inadequate managerial oversight Further compromises to educational

program More fees ?

FY ’05 Level Services Budget (7.51%) Includes maintaining current

programs at current class size Adds:

5 FTE Teachers $73,000 Text & Supplies

Target Budget (10.6%) Includes maintaining programs and

class size at FY ’04 Level Adds:

12 FTE Teachers .5 Administrator Reinstate coaching/extra service stipends Supervision for Computer Labs Campus Aide/Security

DOES NOT REINSTATE LOST SUPPORT STAFF POSITIONS

Budget Cuts at Various Levels

From Target Budget- $1,668,000

From Level Services Budget- $1,174,000

From Level Staff Budget- $732,000

Educational Impacts Very large class sizes (mid 30’s) Potentially limiting number of

courses students can take Further reductions in administration Reductions in athletic offerings

supported by LS Reduction in clubs and activities Potential contract violations

SUMMARY

FY ’06 Assessment Drivers Revenues Apportionment Ratio Reapportionment Debt Service (outside levy limit)

Revenue Forecast Level-funded state aid Level-funded estimated receipts

requires maintaining $165 Athletic User Fee

Reapportionment & Investment Income (within levy limit) $381,252 less than FY’05

.4% Shift in Ratio Lincoln

14.73% for FY ’05 14.33% for FY ’06 Shifts Budget:

- $74,000 Shifts State Aid:

- $7,500 Net Result

- $66,500

Sudbury 85.27% for FY ’05 85.67% for FY ’06 Shifts Budget:

+ $74,000 Shifts State Aid:

+ $7,500 Net Result

+ $66,500

Surpluses & Investment Offset Change from FY ‘05

Lincoln - $60,048

Sudbury - $321,204