Presentation to the Birmingham Board of Education November 18, Jim Williams Executive Director Public Affairs Research Council of Alabama

Transcription

1 Presentation to the Birmingham Board of Education November 18, 2009 Jim Williams Executive Director Public Affairs Research Council of Alabama

2 My Approach Look at Budget Basics Where do we get money (Revenues)? Federal, state, and local sources Formulas and limits on use of funds How we compare (revenues per student) How do we use money (Expenditures & Employees)? How much goes to instruction vs. other activities How much goes to schools, overhead, and management How we compare (expenditures per student) Compare with other large Alabama systems 2

3 REVENUES Federal State Local 3

4 FEDERAL REVENUES No Child Left Behind (NCLB) Individuals with Disabilities Education Act (IDEA) Career and Technical Education USDA Food Programs Other 4

5 Federal Programs FY 2008 Revenues Birmingham No Child Left Behind $ 30,171,319 Individuals with Disabilities Education Act 7,334,386 Vocational Education 632,005 Impact Aid 8,421 USDA Food Programs 11,114,197 Other Federal Programs 1,764,857 Federal Academic Revenues Per Student $ 1,358 Federal Food Program Revenues Per Student 396 5

6 Title I Grants to Local Educational Agencies Title I Basic, Concentration, Targeted and Education Finance Incentive Grants Number: Agency: Department of Education Office: Office Of Elementary And Secondary Education Use of funds varies, depending on whether a school is operating a schoolwide program under Section 1114 of Title I of the ESEA or a targeted assistance program under Section 1115 of the ESEA. A school with at least a 40 percent poverty rate may choose to operate a schoolwide program under Section 1114 that allows Title I funds to be combined with other Federal, State, and local funds to upgrade the school's overall instructional program. Schoolwide program schools must receive the amount of non Federal resources they would have received in the absence of Title I funds. All other participating schools must operate targeted assistance programs, which provide extra instruction to those children failing, or most at risk of failing, to meet challenging State academic achievement standards. Targeted assistance programs must ensure that Title I services supplement, not supplant the regular education programs normally provided with non Federal funds by local educational agencies. This program is subject to non supplanting requirements and must use a restricted indirect cost rate. 6

7 Special Education_Grants to States Number: Agency: Department of Education Office: Office Of Special Education And Rehabilitative Services Funds are used by State and local educational agencies, in accordance with the IDEA, to help provide the special education and related services needed to make a free appropriate public education available to all eligible children and, in some cases, early intervening services. Special Education_Preschool Grants Number: Agency: Department of Education Office: Office Of Special Education And Rehabilitative Services Funds are used by State education agencies: (1) to provide a free appropriate public education (FAPE) to preschool children with disabilities ages 3 through 5, and at the State's discretion, to 2 year old children with disabilities who will reach age 3 during the next school year; (2) to administer section 619; and (3) for support services, direct services, activities to meet the State's performance goals, to supplement other funds used for a Statewide coordinated service system designed to improve results for children and families, to provide early intervention services in accordance with Part C to children ages 3 through 5 who would otherwise be eligible under the Preschool Grants program, and to continue service coordination or case management for families who receive services under Part C. 7

8 Career and Technical Education -- Basic Grants to States Number: Agency: Department of Education Office: Office Of Vocational And Adult Education Local recipients must operate a career and technical education program that: Strengthens the academic, career, and technical skills of students participating in vocational and technical education programs, achieved by integrating core academic subjects into career and technical education programs through a coherent sequence of courses; provides students with strong experience in and understanding of all aspects of an industry; develops, improves, or expands the use of technology in career and technical education; provides professional development programs to teachers, counselors, and administrators; develops and implements evaluations of the career and technical education programs carried out with funds under the Perkins Act, including an assessment of how the needs of special populations are being met; initiates, improves, expands, and modernizes quality career and technical education programs; provides services and activities that are of sufficient size, scope, and quality to be effective; and links seconday career and technical education, including Tech Prep programs, with postsecondary career and technical education programs. 8

9 National School Lunch Program School Lunch Program Number: Agency: Department of Agriculture Office: Food and Nutrition Service Federally appropriated National School Lunch Program funds are available to each State agency to reimburse participating public and nonprofit private schools, of high school grades or under, including residential child care institutions, for lunches meeting the nutritional requirements prescribed by the Secretary of Agriculture, served to eligible children. Schools meeting eligibility criteria may be reimbursed for snacks served to children enrolled in eligible after school hour care programs. Participating schools are reimbursed at rates that are adjusted on an annual basis to reflect changes in the Food Away From Home series of the Consumer Price Index for All Urban Consumers. For the period July 1, 2009, through June 30, 2010, the rates of reimbursement are cents general cash assistance for paid lunches, cents reduced price lunches and cents for each free lunch. The maximum reduced price charge for lunch is 40 cents. Schools that served 60 percent or more free or reduced price lunches in the second preceding school year received an additional 2 cents general cash assistance for all lunches served. The reimbursement for snacks in after school care programs is cents for each free snacks, cents for each reduced price snack and 6.00 cents for each paid snack. In addition to cash reimbursement, the national average value of donated commodities for each lunch is cents, for the period July 1, 2009, through June 30, 2010, and is adjusted annually to reflect changes in the Price Index for Food Used in Schools and Institutions. All participating schools must agree to serve free and reduced price meals to eligible children. 9

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11 STATE REVENUES Education Trust Fund (ETF) Foundation Program Other State Programs 11

12 State operating revenues for education are derived mainly from the Education Trust Fund (ETF) and the Public School Fund (PSF). Capital funds are provided in part by borrowing through the Public School and College Authority (PSCA). ETF revenue sources are shown below. PSF revenues come from a 3 mill state property tax. PSCA borrowing is supported by pledges of state sales and use tax revenues. 12

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14 % 15% 10% 5% 0% Proration Years in the Education Trust Fund Use of Reserves Spending Reductions 14

15 Education Trust Fund Expenditures Plus Federal Stimulus Funds $8 $7 $6 Billions of Dollars $5 $4 $3 $2 $1 $ * 2010* 15

16 Foundation Program Appropriations, ETF Plus Federal Stimulus Funds $4.0 $3.5 $3.0 Billions of Dollars $2.5 $2.0 $1.5 $1.0 $0.5 $ * *Prorated 16

17 The ETF Cost Squeeze, FY 2010: Cost of Bringing Services to the FY 2006 Level and Preserving K-12 Initiatives ETF Amounts Not in the FY06 Base: Pay Raises Since 2006 $ 445,000,000 Insurance & Retirement Increases 490,000,000 K 12 Initiatives 89,000,000 K 12 Teacher Units 39,000,000 K 12 Instructional Support 103,000,000 $ 1,166,000,000 17

18 Most state revenue flows through the Foundation Program and other allocations that are closely related to it. There are two goals of a Foundation Program: Equity. To distribute state funds in a way that equalizes educational opportunity for all students, no matter where they live. Adequacy. To provide the resources necessary for an adequate educational program. 18

19 Foundation Program Salaries & Benefits Classroom Inst. Support Other Current Expense Capital Purchase Allowance Other Allocations Current Units 1% Salaries At Risk High Hopes Pre School School Nurses Technology Coordinators ACCESS Distance Learning Advanced Pl./Dual Enroll. Ala. Reading Initiative Ala. Math, Science, & Tech. Initiative English as Second Language Gifted Education Graduation Coaches Jobs for Alabama s Graduates Natl. Bd. Teacher Cert. School Rewards Teacher Mentoring 21 st Century After School 19

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26 State Programs, Appropriations, & Contracts FY 2008 Revenues Birmingham Foundation Program $ 142,980,650 Student Transportation 6,718,525 Public School Fund (Capital Outlay) 5,407,434 Other Capital Outlay Programs 2,301,791 Alabama Reading Initiative 3,044,226 Math Science Technology Initiative 21,425 At Risk, Dropout, and Remedial Programs 2,729,892 School Nurses 1,114,226 School Improvement Reward 625,000 Distance Learning 170,000 Technology Coordinator 43,213 Early Childhood and Pre K Programs 94,484 Special and Gifted Education 93,509 Career Tech Programs 49,027 Teacher Programs 68,000 Community Education 16,900 Other State Programs, Contracts, Appropriations 1,172,678 State Revenues Per Student $ 5,934 26

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28 LOCAL REVENUES Property Taxes Sales Taxes Other Local Sources 28

29 Local Revenue Sources FY 2008 Revenues Birmingham Local Property Taxes $ 75,618,101 Local Sales Taxes Local Gasoline Tax Local Alcohol Tax Local Tobacco Tax Local Business Privilege Tax 1,710,988 Other Local Taxes 66,950 Interest, Fees & Other 14,141,378 Food Service Income 2,125,743 Local Government Appropriations 25,799,910 $ 119,463,070 29

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31 Local Countywide District School Property Sales Sales System Tax Tax Tax (Mills) (Percent) (Percent) Mountain Brook Vestavia Hills Hoover Midfield Homewood % Fairfield Birmingham Jefferson County Leeds Trussville Shelby County % Bessemer Tarrant City

32 OPERATING EXPENDITURES Birmingham, FY 2008 Personnel costs $ 234,563,312 77% Purchased services 40,758,887 13% Materials & supplies 30,936,293 10% $ 306,258, % 32

33 CORE ACADEMIC EXPENDITURES Instruction teachers, classroom supplies, etc. Instructional Support School Administration principal s office Student Support counselor, nurse, etc. Instructional Staff Support library, instructional technology, etc. Facility Operation & Maintenance custodial & maintenance services, utilities, security, etc. System Administration board, central office, etc. (Excludes Food Service, Transportation, Debt Service, Capital) 33

34 CORE ACADEMIC EXPENDITURES PER STUDENT, 2007 (Source: National Center for Education Statistics) 1 New Jersey $ 14, Georgia 8,274 2 New York 14, Oregon 8,249 3 Vermont 12, Indiana 8,174 4 Rhode Island 12, New Mexico 8,156 5 Connecticut 12, Iowa 8,061 6 Wyoming 12, Missouri 8,003 7 Massachusetts 11, Louisiana 7,928 8 Alaska 11, Florida 7,835 9 Maryland 10, South Carolina 7, Maine 10, Washington 7, Delaware 10, Colorado 7, Hawaii 7 10, Arkansas 7, New Hampshire 10, North Dakota 7, Pennsylvania 9, Alabama 7, Wisconsin 9, South Dakota 7, Virginia 9, Nevada 7, Michigan 9, Texas 7, Ohio 9, North Carolina 7, Nebraska 9, Kentucky 7, Illinois 8, Arizona 6, Minnesota 8, Oklahoma 6, West Virginia 8, Mississippi 6, Kansas 8, Tennessee 6, California 8, Idaho 6, Montana 8, Utah 5,179 34

35 ORGANIZATIONAL RESPONSIBILITIES 35

36 ORGANIZATIONAL RESPONSIBILITIES 36

37 Board of Education Executive Administration (14.50 FTE) Business Support (35.75 FTE) System Support (18.00 FTE) Central Office Svc. (2.0 FTE) Student Support (68.50 FTE) Instructional Staff Support (77.50 FTE) Instruction ( FTE) School Administration (12.00 FTE) Facility Op. & Maint. ( FTE) Food Service (15.00 FTE) Student Transportation (94.00 FTE) School Administration ( FTE) Student Support (91.44 FTE) Instructional Staff Support ( FTE) Instruction ( FTE) Facility Op. & Maint. ( FTE) Food Service ( FTE) 37

38 Board of Education System Admin. Executive Administration (14.50 FTE) Business Support (35.75 FTE) System Support (18.00 FTE) Central Office Svc. (2.0 FTE) System Spt. Student Support (68.50 FTE) Instructional Staff Support (77.50 FTE) Instruction ( FTE) School Administration (12.00 FTE) Facility Op. & Maint. ( FTE) Food Service (15.00 FTE) Student Transportation (94.00 FTE) School School Administration ( FTE) Student Support (91.44 FTE) Instructional Staff Support ( FTE) Instruction ( FTE) Facility Op. & Maint. ( FTE) Food Service ( FTE) 38

39 Board of Education 70 FTE Executive Administration (14.50 FTE) Business Support (35.75 FTE) System Support (18.00 FTE) Central Office Svc. (2.0 FTE) 580 FTE Student Support (68.50 FTE) Instructional Staff Support (77.50 FTE) Instruction ( FTE) School Administration (12.00 FTE) Facility Op. & Maint. ( FTE) Food Service (15.00 FTE) Student Transportation (94.00 FTE) 2,553 FTE School Administration ( FTE) Student Support (91.44 FTE) Instructional Staff Support ( FTE) Instruction ( FTE) Facility Op. & Maint. ( FTE) Food Service ( FTE) 39

40 ORGANIZATIONAL SCORECARD Deployment of Employees Systemwide School System Admin. 2% Support Functions 14% 21% Direct Instruction 4% 59% 40

41 EXPENDITURES Instruction Instructional Support Facility Operation & Maintenance Central Administration 41

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43 Success rate of poverty students on ARMT, % 0% 25% 92% 8% 0% 100% 8% 8% 83% 43

44 ARMT RESULTS FOR POVERTY STUDENTS, SPRING 2008 Hoover Huntsville Baldwin Co. Shelby Co. Birmingham Grade Test % in Group $7,136 $6,043 $5,939 $5,604 $5,545 % at Level IV % in Group % at Level IV % in Group % at Level IV % in Group % at Level IV % in Group % at Level IV 3 M M M M M M R R R R R R

45 ARMT RESULTS FOR POVERTY STUDENTS, SPRING 2008 Jefferson Co. Mobile Co. Montgomery Tuscaloosa Madison Co. Grade Test % in Group $5,385 $4,980 % at Level IV % in Group % at Level IV % in Group $4,936 $4,933 $4,878 % at Level IV % in Group % at Level IV % in Group % at Level IV 3 M M M M M M R R R R R R

46 $208 over median 46

47 EXPENDITURES Instruction Instructional Support Facility Operation & Maintenance Central Administration 47

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49 $254 over median 49

50 $277 over median $143 over median 50

51 EXPENDITURES Instruction Instructional Support Facility Operation & Maintenance Central Administration 51

52 $175 over median $160 over median 52

53 EXPENDITURES Instruction Instructional Support Facility Operation & Maintenance System Administration 53

54 $187 over median 54

55 EXPENDITURE SCORECARD 55

56 Instruction By Level of Responsibility By Source of Funding Total, FY 2008 Systemwide Schools Foundation Other State Federal Local Personnel $ 134,244,620 $ 3,635,561 $ 130,609,059 $ 116,907,792 $ 1,153,145 $ 10,364,016 $ 5,819,668 Services 5,277,630 3,652,838 1,624, , ,215 4,162,110 Materials 15,938,293 6,704,144 9,234, ,780 1,007,672 7,976,250 6,243,591 Capital/Other 246,146 88, ,625 58,414 74, ,911 Total $ 155,706,689 $ 14,081,064 $ 141,625,626 $ 117,618,572 $ 2,633,535 $ 19,116,301 $ 16,338,280 School Admin. By Level of Responsibility By Source of Funding Total, FY 2008 Systemwide Schools Foundation Other State Federal Local Personnel $ 18,916,472 $ 1,002,114 $ 17,914,359 $ 15,134,384 $ 318,764 $ 2,017,373 $ 1,445,951 Services 581,914 27, ,258 15,153 17, ,511 Materials 553,078 9, ,704 5, ,841 Capital/Other 29,037 5,192 23,845 4,867 24,170 Total $ 20,080,501 $ 1,044,336 $ 19,036,164 $ 15,134,384 $ 344,022 $ 2,034,623 $ 2,567,472 Student Support By Level of Responsibility By Source of Funding Total, FY 2008 Systemwide Schools Foundation Other State Federal Local Personnel $ 15,633,114 $ 7,587,709 $ 8,045,405 $ 9,647,788 $ 1,853,159 $ 2,965,894 $ 1,166,274 Services 1,785,143 1,680, ,009 6,445 10,463 1,768,235 Materials 3,029, ,017 2,188,730 32, ,448 2,661,114 Capital/Other 1,585, ,712 1,098,334 1,037, ,206 Total $ 22,033,051 $ 10,595,573 $ 11,437,478 $ 9,647,788 $ 1,891,789 $ 4,350,645 $ 6,142,829 Inst. Staff Support By Level of Responsibility By Source of Funding Total, FY 2008 Systemwide Schools Foundation Other State Federal Local Personnel $ 19,546,017 $ 10,425,646 $ 9,120,372 $ 9,714,776 $ 3,204,400 $ 4,092,708 $ 2,534,133 Services 4,920, ,940 4,074,614 41,096 2,375,370 2,504,088 Materials 918, , ,775 18, , ,026 Capital/Other 773, , ,691 8, , ,601 Total $ 26,159,177 $ 12,267,725 $ 13,891,452 $ 9,714,776 $ 3,271,900 $ 7,337,653 5,834,848 $ 56

57 Facility O & M By Level of Responsibility By Source of Funding Total, FY 2008 Systemwide Schools Foundation Other State Federal Local Personnel $ 18,928,203 $ 9,147,868 $ 9,780,335 $ 12,861,720 $ $ $ 6,066,483 Services 12,488,016 1,949,258 10,538, ,393 12,184,623 Materials 2,446,369 1,118,314 1,328,055 1,948 2,444,371 Capital/Other 2,159, ,615 1,498, ,144 1,327,510 Total $ 36,022,191 $ 12,876,054 $ 23,146,138 $ 12,861,720 $ 1,137,484 $ $ 22,022,986 Transportation By Level of Responsibility By Source of Funding Total, FY 2008 Systemwide Schools Foundation Other State Federal Local Personnel $ 3,814,095 $ 3,814,095 $ $ 3,406,193 $ 407,901 Services 2,778,607 2,725,574 53,033 1,830, ,722 Materials 876, , ,814 Capital/Other 588, , ,534 Total $ 8,058,051 $ 8,005,017 $ 53,033 $ $ 6,702,427 $ $ 1,355,623 Food Service By Level of Responsibility By Source of Funding Total, FY 2008 Systemwide Schools Foundation Other State Food Local Personnel $ $ $ 9,669,804 $ 9,669,804 Services 389, ,796 Materials 6,134,793 6,134,793 Capital/Other 2,611,325 2,611,325 Total $ $ $ 18,805,718 $ $ $ 18,805,718 $ System Admin. By Level of Responsibility By Source of Funding Total, FY 2008 Systemwide Schools Foundation Other State Federal Local Personnel $ 6,588,608 $ 6,588,608 $ $ 777,197 $ 544,936 $ 5,266,475 Services 2,886,646 2,886,646 6,960 2,879,686 Materials 233, ,718 61, ,176 Capital/Other 1,005,457 1,005, , ,675 Total $ 10,714,429 $ 10,714,429 $ $ 777,197 $ $ 1,374,219 8,563,013 $ 57