CHIPPEWA FALLS AREA UNIFIED SCHOOL DISTRICT Annual Report-Budget Book 2013
Table of Contents Strategic Priorities and Vision
3
Budget Development Process
24
Administrative Team
4
2013-2014 Budget Proposal
25
Superintendent’s Entry Plan
5
Summary of Revenues
28
Board of Education
6
Fund Allocations
29
District Property Value Per Member*
41
Revenue Limit Formula Components
42
Longitudinal History - Revenue Limit Per Member
43 44
46
Our Schools
7
Strategic Priorities to Budget
30
District Profile
11
Fiscal Points of Pride
31
WSAS Achievement Results
12
Financial Quick Facts
32
Longitudinal History – Equalization Aid Membership
Advanced Placement and ACT
13
Property Valuations
33
Contact Information
Attendance and Truancy
14
Certified Valuation
34
Academic Achievement
15
Property Tax Levies
35
Safety and Energy Efficiency
16
District Equalized Mill Rates
36
Technology
19
Per Pupil Revenues 2012-13
37
Strategic Planning and Community Engagement
21
Tax Levies
38 39
Personnel Development and Effectiveness
22
Survey of Levies, Equalized Values and Tax Rates
Summary of Strategic Priorities
23
Strategic Priorities and Vision 3
Administrative Team 4
Welcome! It’s not an overstatement to say that the Chippewa Falls Area Unified School District is located in one of the most beautiful areas of the entire Midwest! Serving 12 municipalities and covering approximately 230 square miles, the school district includes six elementary schools, one of the largest middle schools in the state, a Division 1 high school, two alternative schools, and eight community-based Four-Year-Old Kindergarten partners! In serving our roughly 5,100 students, the school district is committed to continuous improvement. Our vision guides this effort in providing the children of the greater Chippewa Falls area with excellent opportunities: Educational Excellence for a Changing Tomorrow! The Chippewa Falls Area Unified School District prides itself on serving children to an exceptional degree. With ACT scores above the state average and all schools MEETING OR EXCEEDING EXPECTATIONS on Wisconsin’s School Report Cards, we continue our tradition of Educational Excellence. We are internationally recognized for our Fine Arts programming, have high participation rates in Co-Curricular Programming, and are proud of our accomplishments in utilizing technology in the classroom! However, all school districts have room to improve, and in order to improve, we’ve developed a set of priorities and action plans to develop as a great school district.
Goal Setting and Budget Development A school district’s budget is simply a reflection of the problems the school district is trying to solve. Granted, every school district has normal operational expenses (such as transportation or heating costs), but the allocations of resources to areas of action and improvement is one of the most important elements of developing a school district budget. In August 2013, the School Board unanimously approved the school district’s areas of priority. In September 2013, the School Board unanimously approved action plans by school and by department for addressing the areas of school district priority. The Senior Leadership Team then reworked the school district budget to support the implementation of the Board-approved action plans. Through this effort, we hope to allow for support and system capacity in working toward achieving our goals!
Budget Summary In the following document, you will find the data that was analyzed as we developed our areas of highest institutional priority. Today, the proposed budget is a reflection of our efforts to continuously improve in our areas of highest priority: Academic Achievement, Safety and Energy Efficiency, Technology, Strategic Planning and Community Engagement, and Personnel Development and Effectiveness. We are in historic times in education. The following proposal not only gives this school district the capacity to improve in this year’s priorities but also gives us the sustainability to meet our long term challenge of Educational Excellence for a Changing Tomorrow! Left to Right: Brad Saron, MIchelle Golden, Dana Sommerfeld, Jenny Starck, Christine McMasters, Chad Trowbridge, Scott Kowalski
Superintendent’s Entry Plan 5
Goal 1: Foster an Effective District Governance Model and Positive and Transparent Board/Superintendent Relations Goal 2: Study and Fuel Student Achievement for All Students Goal 3: Research and Cultivate Public Trust, Commitment and Confidence through Open, Honest Communication by Identifying Obstacles to Improved Student Achievement Goal 4: Research Organizational Effectiveness to Support Student Achievement and an Effective Work Environment Goal 5: Research and Foster a Supportive, Positive and Effective District-Wide Climate and Cultivate a Focus on Student Achievement
Board of Education 6
The Board of Education of the Chippewa Falls Area Unified School District represents, leads and serves the district’s owners and holds itself accountable to them by committing to act in their best interests and by ensuring that all Board and district action is consistent with law and the Board’s policies. The Board’s purpose is to assure that the district achieves the results described in the Board’s Results policies and that it operates according to the values expressed in the Board’s Operations Expectations policies. The Chippewa Falls Area Unified School District School Board members are committed to maintaining an open line of communication with residents of the Chippewa Falls School District. Anyone having specific questions relating to board policies or actions should call the Board of Education office at 726-2417 or by mail at: Secretary of the Board of Education 1130 Miles Street Chippewa Falls, WI 54729
Pictured from Left to Right: Dr. Brad Saron, Superintendent; Pete Lehmann; Jim Dimock, Board President; Amy Mason, Board Vice President; Melanie Schaller; Staish Buchner, Board Clerk; Jerry Smith; Emma McIlquham, Student Representative. Not Pictured: Pat Allen, Board Treasurer
Elementary Schools 7
Halmstad Elementary 565 E South Ave Chippewa Falls, WI 54729 (715)726-2415
Halmstad Elementary is a three section K-5 school that was constructed in 1971. Building additions were made in 2001 and 2005 to accommodate the expanding needs of the student population.
Hillcrest Elementary 1200 Miles St. Chippewa Falls, WI 54729 (715)726-2405
Hillcrest Elementary is a three section K-5 school that was constructed in 1964. Building additions were made in 1969, 1991 and 2001. These construction projects included the addition of the district administration offices, classrooms and a gymnasium.
Jim Falls Elementary 13643 198th Street Jim Falls, WI 54748 (715)720-3260
Jim Falls Elementary is a single section K-5 school that was constructed in1964. Building additions were made in 1992 and 2010 to accommodate the expanding needs of the student population.
Elementary Schools 8
Parkview Elementary 501 Jefferson Avenue Chippewa Falls, WI 54729 (715)720-3750
Parkview Elementary is a four section K-5 school that was constructed in 1995.
Southview Elementary 615 A. Street Chippewa Falls, WI 54729 (715)726-2411
Southview Elementary is a two section K-5 school that was constructed in 1952. Building additions were made in 1988, 1991, 2001, and 2011 to accommodate the expanding needs of the student population.
Stillson Elementary 17250 Cty Hwy J Chippewa Falls, WI 54729 (715)726-2412
Stillson Elementary was constructed in 1930. Considerable growth and modernizations have been made as it has moved from a two room schoolhouse to its current K-5 three section format. Building projects creating additional student space took place in 1949, 1957, 1963, 1985, 1990, and 1994.
Secondary Schools 9
Chippewa Falls Middle School 750 Tropicana Boulevard Chippewa Falls, WI 54729 (715)-726-2400
The Middle School houses students grades 6 through 8. It was constructed as an open-concept school in 1977. While no major building projects have taken place, much internal remodeling has occurred to accommodate the changing needs of the middle school population.
Chippewa Falls High School 735 Terrill Street Chippewa Falls, WI 54729 (715)726-2406
Chi-Hi was built in 1958 to serve the needs of grades 9 through 12. Building additions were made in 1964, 1971, 1974, and 1997 to accommodate the expanding needs of the student population and community.
Schools-Continued 10 Chippewa Valley High School 2820 E. Park Avenue, Chippewa Falls, WI 54729 (715) 723-5542 Ext. 6401 The Chippewa Valley High School provides alternative instructional programming for students in grades 9 through 12. The facility is leased from the State of Wisconsin.
Chippewa Valley Middle School 140 W. Elm St, Chippewa Falls, WI 54729 (715) 723-5542 Ext. 6401 The Chippewa Valley Middle School provides alternative instructional programming for students in grades 6 though 8. It is housed in the KorgerChestnut building.
Korger-Chestnut 140 W. Elm St Chippewa Falls, WI 54729 Korger-Chestnut was constructed in 1925 for use as an elementary school. It currently houses early childhood services, the middle school alternative program, and training center. It also provides the home base for the district technology department, Explorers and AODA curriculum development. In 2009 an elevator was added to the building.
District Profile 11
Schools in the Chippewa Falls Area Unified School District 2013-14
Early Childhood Center
4K Partner Sites
Elementary Schools
Middle School
High School
Alternative Learning Centers
1
8
6
1
1
2
Students in the Chippewa Falls Area Unified School District 2013-14 413 Pre-K
+
2135
+
Kindergarten – Grade 5
1080
+
Grades 6-8
1441 Grades 9-12
=
5069 Total Enrollment
Teaching Staff in the Chippewa Falls Area Unified School District 2013-14 171 Bachelor Degrees
+
181 Master Degrees
=
352 Teachers
WSAS Achievement Results % of Students Scoring Proficient or Advanced
12
WSAS is the Wisconsin Student Assessment System. The WSAS consists of the Wisconsin Knowledge and Concepts Examination (WKCE), and the Wisconsin Alternate Assessment for Students with Disabilities (WAA-SwD). WSAS exams given to 4th, 8th, and 10th graders cover reading, language arts, mathematics, science, and social studies, while WSAS exams given to students in grades 3, 5, 6, and 7 cover reading and mathematics. The WSAS is specific to Wisconsin. In the 2014-15 school year, the WSAS exams in reading and mathematics will be replaced by Smarter Balanced Assessment aligned with the Common Core State Standards. Grade 3 November 2012 Reading Halmstad Hillcrest Jim Falls Parkview Southview Stillson District State
22 27.4 54.5 26.5 23.5 42.9 30.3 34.9
Math 20 45.2 50 23.5 38.2 32.7 32.2 48
Grade 6 November 2012
Grade 4 November 2012 Reading Language Math Halmstad 17.8 75.6 Hillcrest 29.7 79.7 Jim Falls 41.7 83.3 Parkview 28 62.7 Southview 30.6 80.6 Stillson 43.1 82.8 District 30.8 75.4 State 32.9 75.2
Grade 5 November 2012
Science Social Studies 46.7 75.6 93.6 26.6 87.5 92.2 25 83.3 100 26.7 68 84 38.9 63.9 91.7 46.6 84.5 91.4 33.8 76.7 90.5 49 77.4 91.1
Grade 7 November 2012
District State
Reading Math 40.5 40.2 34.7 52.2
District State
Reading Language Math Science Social Studies 46.3 81.4 45.1 84.1 87.8 38.4 72.9 44.4 75.5 80.2
District State
Reading Math 41.7 44.2 37 47.3
Halmstad Hillcrest Jim Falls Parkview Southview Stillson District State
Reading Math 37.3 33.3 46.4 33.3 33.3 40 36 34.9
29.9 40.3 50 30.6 33.3 55.4 39 51
Grade 8 November 2012 Reading District State
43 40.2
Language Math Science Social Studies 62.5 47.3 84.5 86.5 60.4 45 77.3 81.6
Grade 10 November 2012
The Wisconsin Department of Public Instruction has set a goal of 50% of students attaining proficiency in reading and 65% of students attaining proficiency in math by 2017.
Advanced Placement and ACT Results 13
Advanced Placement Test Results Total Fall Enrollment # Taking Grades 9- Exams 12 2011-12 2010-11 2009-10 2008-09 2007-08
1,452 1,465 1,528 1,571 1,598
191 199 162 150 160
% Taking Exams
# of % of # Exams Scores 3 or Scores 3 or Taken Above Above
13.20% 13.60% 10.60% 9.50% 10.00%
290 308 290 217 231
198 185 201 159 172
The Advanced Placement Program allows high school students the opportunity to earn college credit while still in high school.
68.30% 60.10% 69.30% 73.30% 74
ACT Results- 2012-13 Total Fall Enrollment Grade 12
Number Tested
% Tested
Average Score - Composite
District: Summary
389
205
52.70%
22.6
State: Summary
66,454
41,100
61.80%
22
The American College Test (ACT) is designed to reassure knowledge, understanding and skills acquired in key subject areas during the K-12 education experience. ACT results are for public school students in grade 12 who took the ACT as juniors or seniors.
Attendance and Truancy Rates 14
Attendance Rate: the number of actual days attended divided by the student’s possible days of attendance for each enrollment period.
Attendance Rate 100.00% 90.00% 80.00% 70.00% 60.00% 50.00%
Truancy Rate
Truancy Rate: the percentage of students with unexcused absences for 5 or more days during a semester.
5.00% 4.00% 3.00% 2.00% 1.00% 0.00%
Academic Achievement 15 The Chippewa Falls School District has made great strides in preparing its teachers and students for the implementation of the Common Core State Standards . A new literacy curriculum was introduced at the elementary level along with supportive professional development in small group reading instruction and reading instruction in the content areas K-12. Faculty engaged in the prioritization of standards in math in grades K-12, with the development of math common formative assessment at the elementary level. Professional development in math instruction strategies was also provided. Other initiatives in the area of academic achievement included Common Formative Assessment training at all grade levels, realignment of RtI (Response to Instruction) process, including screening, interventions, and decision rules and the development of programs of study in Career and Technical Education. This past year the initial implementation of the PALS (Phonological Assessment of Literacy Skills) at the kindergarten level also took place.
2013-14 Short Term Strategic Planning Initiatives: • • • • •
Focus on improving results in the Universal Curriculum K-12 Continue to provide support and training to teachers Incorporate specific follow-up training and coaching opportunities as teachers begin to use new strategies Focus on increasing the percent of SwD educated in the general education classroom Increase the percent of SwD who enroll in higher ed. or competitively employed within 1 year of leaving high school • Increase the number of SwD who score proficient/advanced on state testing measures
Action Plan Elements to Support Initiatives: •Further training and implementation of 5 Steps to Balanced Math Instruction with a focus on math review, problem solving and math facts (Initial training and follow-up coaching will occur) •Focus on improved writing instruction as part of the literacy block •Initial training in Writing Next and meeting the rubric requirements of the Smarter Balanced Assessment System (Follow-up coaching provided) •Professional development to improve literacy including Foundational Phonics, Tyner small group instruction, and intervention training •Implementation of Common Formative Assessment training for all teachers-including prioritizing and unwrapping standards, big ideas, essential questions, quality assessments and data review •Revising the student report cards to reflect the Common Core State Standards in English Language Arts and Mathematics •Further development of academic career plan processes, including programs of study, advisory councils, and development of business partnership •Refinement of the Response to Intervention process including decision rules, scientific research based interventions and implementation of SLD rule •Increase the use of assistive technology and universal design for learning •Implement robust transition plans for SwD aligned with post high school education and training goals •Develop and implement a family engagement plan
Safety and Energy Efficiency(Facilities) 16
The safety of our students and faculty along with the stewardship of energy is at the forefront of the facilities department for the 2013-14 school year. The efforts of improving the security of school entrances began last year with the implementation of electronically controlled entry points at all schools, and physical upgrades at the High School and Halmstad Elementary School. Those efforts will continue in this school year along with improvements in energy efficiency. 2013-14 Short Term Strategic Planning Initiatives: • Expand and improve the safety and security of District facilities • Improve the level of energy efficiency in District facilities • Update the entrances at all buildings to improve security control • Implement the changes from a security assessment that provide the best security measures possible. • Update environmental controls • Update the energy management system • Lighting retrofit and lighting control upgrades Action Plan Elements to Support Initiatives: • Assess and update the entrances to our facilities to assure safety and improved monitoring • Assess and update the security measures and processes in all of our facilities • Develop an updated roof replacement cycle • Develop an updated lighting retrofit plan • Perform an energy management analysis • Update the energy monitoring system
Facilities Planning for 2013-2014 17 • • • • • • • • • • • • •
Investigate expansion at Southview Elementary Secured entrance upgrades / remodels Environmental controls (Talon) system upgrades Roofing replacement Carpet replacement Asbestos removal Security system and/or security operational enhancements Exterior lighting upgrades Interior lighting motion control upgrades Lot sealing Building envelope improvements; windows, weatherproofing, tuck-pointing, etc. Upgrade building Public Address systems for automation Provide radios to custodial staff for enhanced communication
Classroom Expansion Concept (Southview) 18
Classroom Expansion Concept (Southview) • • • • •
Classroom space at Southview has been a concern for the past couple years. Expansion was listed on the comprehensive facilities study report from 2010. The enrollment at Southview has grown over time. There are not other facilities that have space for additional students. We have hired IA’s where possible, but is not the ideal way to educate our students.
How would we fund this? • •
•
We have some ($654K) Fund 49 dollars remaining. Some of the security projects are going to be difficult to complete by June 30th. They are more invasive than originally thought and will take more time to complete. We could use a combination of: • • •
Fund 49 dollars Fund 10 dollars from 2013-14 Budget earmarked for maintenance-safety and security Finish the addition and security enhancements out of 2014-15 budget dollars
Technology 19 Educational Technology continues to be vital in supporting the District’s focus on improving student achievement and increasing stakeholder engagement. A major emphasis of the District’s strategic plan for 2013 - 2014 technology is creating a classroom environment where students engage in collaborative, inquiry-based learning, facilitated by educators who are able to use technology to transform knowledge and skills into solutions, new information, and products. Initiatives for the coming year focus on expanding access to technology resources, including a district-wide Google Apps for Education implementation and the addition of more Chromebooks to the high school and iPads in grades K-5. 2013-14 Short Term Strategic Planning Initiatives: • Develop and enhance the current technology infrastructure to support the Smarter Balanced Assessment Consortium (SBAC). This includes proper wireless bandwidth infrastructure as well as computer devices to administer the SBAC. • Implement Google Apps for Education (GAFE) to promote collaborative, inquiry-based learning, as well as collaboration and engagement. By the start of the 2014 school year 100% of teaching staff will have been transitioned over to GAFE.
Action Plan Elements to Support Initiatives: • To have 100% N Wireless standard coverage in all elementary and middle school classrooms by the start of the 2014-2015 school year. • Move our current ratio of computing devices to less than a 3:1 ratio in each building throughout the district. This will include iOS devices, Chromebooks and desktops as well. • Integrate GAFE into classroom instructional strategies and utilize GAFE and its tools for common assessments and summative assessments. Identify a department or grade level leader to be a resource and leader in carrying this out.
20
Strategic Planning and Community Engagement 21
The 2013-14 school year will be one of strategic planning and community engagement, facilitated by a Future Search Process.
Sponsorship
• • • •
Design Team
Future Search Conference
Action Team
A steering committee comprised of school board and district administration developed a design team that will spearhead a Future Search conference for the District and the community of Chippewa Falls. The design team gathers community stake holders to embrace an opportunity to create a plan for collaboration and the future . A Future Search Conference involving a cross section of the community will be held to gain a global perspective to apply to local action. The Conference will result in the development of action teams to implement common ground solutions, strategies and actions. District departments will be aligned, focused and committed to deliver the goals developed by the Conference.
Personnel Development and Effectiveness 22 Over the past year the Chippewa Falls Area Unified School District has worked on the development of a compensation structure that will help recruit and retain highly qualified teachers and continue to mark the district as an employer of choice. Additionally, it has taken the first steps toward the implementation of leadership development in all employment areas. 2013-14 Short Term Strategic Planning Initiatives: • Create a Public Relations program that positively positions CFAUSD to our stakeholders (staff/parents/community) which reinforces the CFAUSD vision • Develop a Human Resources Department that provides excellent employee engagement and service • Develop and implement a Leadership Development framework • Implement Educator Effectiveness with fidelity in a timely, effective manner to assure compliance by the beginning of the 2014-15 school year • Follow the teacher’s Compensation Committee lead in implementing a successful District-Wide Compensation Structure for all employee groups Action Plan Elements to Support Initiatives: Complete a communications audit Develop an internal/external communications plan Provide both internal/external communications Develop a district-wide parent group for communicating initiatives/programs Facilitate Personnel Committee Provide ongoing leadership development Gather state-wide compensation information
Summary of Strategic Priorities 23
1. Academic Achievement 2. Safety and Energy Efficiency (Facilities) 3. Technology 4. Strategic Planning and Community Engagement 5. Personnel Development and Effectiveness
Budget Development Process 24
Strategic Priorities
Continuous Improvement Plans (SLOs)
November – December 5 Year Enrollment Projection January – February March-April
Zero Based Budgeting Process Develop Strategic Priorities
Reflective Budget
5 Year Budget Forecast Begin Staffing Plan Development
Review Current Budget Status
Align Staffing and Budget Around Strategic Priorities
Present Preliminary Budget and Staffing Align Current Year Budget With Remaining Priorities
May-June
Realign Strategic Priorities With Needs
Adjust Preliminary Budget & Staffing
July – August
Develop New School Year Plans
Monitor State Budget Process
September – October
Realign Staffing Needs with Enrollment Numbers
Realign Strategic Priorities
Budget Hearing and Levy Adoption
2013-14 Budget Proposal 25 GENERAL FUND (Fund 10) Beginning Fund Balance Ending Fund Balance REVENUES & OTHER FINANCING SOURCES Transfers-In (Source 100) Local Sources (Source 200) Inter-district Payments (Source 300 + 400) Intermediate Sources (Source 500) State Sources (Source 600) Federal Sources (Source 700) All Other Sources (Source 800 + 900) TOTAL REVENUES & OTHER FINANCING SOURCES EXPENDITURES & OTHER FINANCING USES Instruction (Function 100 000) Support Services (Function 200 000) Non-Program Transactions (Function 400 000) TOTAL EXPENDITURES & OTHER FINANCING USES
SPECIAL PROJECTS FUND (Fund 21-Gifts and Fund 27-Special Education) Beginning Fund Balance Ending Fund Balance REVENUES & OTHER FINANCING SOURCES EXPENDITURES & OTHER FINANCING USES
DEBT SERVICE FUND (Fund 30) Beginning Fund Balance Ending Fund Balance REVENUES & OTHER FINANCING SOURCES EXPENDITURES & OTHER FINANCING USES
Audited 2011-2012 7,028,217.15 7,791,881.58
Unaudited 2012-2013 7,791,881.58 8,021,776.45
Budget 2013-2014 8,021,776.45 8,021,776.45
0.00 21,075,186.92 533,975.63 157,565.83 27,904,624.25 2,074,641.61 288,488.63 52,034,482.87
0.00 21,977,791.80 615,095.19 125,483.69 27,944,855.04 1,183,631.57 200,084.20 52,046,941.49
0.00 22,416,044.00 584,915.00 40,920.00 28,362,489.00 1,216,540.00 120,000.00 52,740,908.00
23,467,124.60 23,169,014.32 4,634,679.52 51,270,818.44 Audited 2011-2012 212,494.30 227,209.32 6,528,241.08 6,513,526.06 Audited 2011-2012 0.00 0.00 0.00 0.00
23,807,981.76 22,726,082.06 5,282,982.80 51,817,046.62 Unaudited 2012-2013 227,209.32 221,898.91 6,875,196.99 6,880,507.40 Unaudited 2012-2013 0.00 0.00 0.00 0.00
26,487,151.81 20,648,945.21 5,604,810.98 52,740,908.00 Budget 2013-2014 221,898.91 223,481.21 6,285,758.98 6,284,176.68 Budget 2013-2014 0.00 0.00 0.00 0.00
2013-14 Budget Proposal- Cont. 26 CAPITAL PROJECTS FUND (Fund 49) Beginning Fund Balance Ending Fund Balance REVENUES & OTHER FINANCING SOURCES EXPENDITURES & OTHER FINANCING USES
FOOD SERVICE FUND (Fund 50) Beginning Fund Balance Ending Fund Balance REVENUES & OTHER FINANCING SOURCES EXPENDITURES & OTHER FINANCING USES
EMPLOYEE BENEFIT TRUST FUND (Fund 73) Beginning Fund Balance Ending Fund Balance REVENUES & OTHER FINANCING SOURCES EXPENDITURES & OTHER FINANCING USES
COMMUNITY SERVICE FUND (Fund 80) Beginning Fund Balance Ending Fund Balance REVENUES & OTHER FINANCING SOURCES EXPENDITURES & OTHER FINANCING USES
PACKAGE & COOPERATIVE PROGRAM FUND (Fund 99) Beginning Fund Balance Ending Fund Balance REVENUES & OTHER FINANCING SOURCES EXPENDITURES & OTHER FINANCING USES
Audited 2011-2012 741,111.10 653,759.01 0.00 87,352.09 Audited 2011-2012 758,817.75 746,486.22 2,213,492.57 2,225,824.10 Audited 2011-2012 10,533,150.40 15,299,792.00 8,159,322.94 3,392,681.34 Audited 2011-2012 27,573.76 30,749.31 305,743.04 302,567.49 Audited 2011-2012 0.00 0.00 0.00 0.00
Unaudited 2012-2013 653,759.01 653,759.01 0.00 0.00 Unaudited 2012-2013 746,486.22 541,155.76 2,203,581.88 2,408,912.34 Unaudited 2012-2013 15,299,792.00 19,381,197.43 7,490,702.42 3,409,296.99 Unaudited 2012-2013 30,749.31 13,946.91 312,037.90 328,840.30 Unaudited 2012-2013 0.00 0.00 0.00 0.00
Budget 2013-2014 653,759.01 653,759.01 0.00 0.00 Budget 2013-2014 541,155.76 541,155.76 2,392,933.00 2,392,933.00 Budget 2013-2014 19,381,197.43 17,944,096.43 1,866,043.00 3,303,144.00 Budget 2013-2014 13,946.91 (29,761.58) 312,000.00 355,708.49 Budget 2013-2014 0.00 0.00 0.00 0.00
2013-14 Budget Proposal Cont. 27
Total Expenditures and Other Financing Uses ALL FUNDS
Audited 2011-2012
Unaudited 2012-2013
Budget 2013-2014
GROSS TOTAL EXPENDITURES -- ALL FUNDS
60,400,088.18
61,435,306.66
61,773,726.17
Interfund Transfers (Source 100) - ALL FUNDS
3,389,603.82
3,885,610.66
3,951,204.98
0.00
0.00
0.00
57,010,484.36
57,549,696.00
57,822,521.19
0.95%
0.47%
Refinancing Expenditures (Fund 30)
NET TOTAL EXPENDITURES -- ALL FUNDS PERCENTAGE INCREASE – NET TOTAL FUND EXPENDITURES FROM PRIOR YEAR
PROPOSED PROPERTY TAX LEVY FUND General Fund (Fund 10)
Audited 2011-2012
Unaudited 2012-2013
Budget 2013-2014
20,907,090.00
21,820,917.00
22,233,844.00
Referendum Debt Service Fund (Fund 39)
0.00
0.00
0.00
Non-Referendum Debt Service Fund (Fund 38)
0.00
0.00
0.00
Capital Expansion Fund (Fund 41)
0.00
0.00
0.00
Community Service Fund (Fund 80)
297,426.00
297,000.00
297,000.00
21,204,516.00
22,117,917.00
22,530,844.00
4.31%
1.87%
TOTAL SCHOOL LEVY PERCENTAGE INCREASE -TOTAL LEVY FROM PRIOR YEAR
Summary of Revenues 28
Fund Allocations 29
Strategic Priorities to Budget 30
Fiscal Points of Pride 31
The Chippewa Falls Area Unified School District (CFAUSD) holds an Aa2 Bond Rating of Excellent. CFAUSD has a growing enrollment with projections of continued growth. CFAUSD has the ability to place resources where they are needed, such as Student Achievement and the Compensation Patch Plan. CFAUSD has a reduced OPEB liability with 78% of the liability funded.(18M of 23.2) CFAUSD is debt free. CFAUSD has a debt capacity of $235,000,000.
Financial Quick Facts 32
CFAUSD Financial Quick Facts 2012-2013 Enrollment
2013-2014
Change
% Change
5020
5105
85
1.69%
Expenditures
51,800,279.58
52,740,908.00
940,628.42
1.82%
Revenues
51,757,761.00
52,740,908.00
983,147.00
1.90%
State Aid
27,143,395.00
27,348,126.00
204,731.00
0.75%
Tax Levy
22,117,917.00
22,530,844.00
412,927.00
1.87%
Revenue Cap
49,067,621.00
49,790,658.00
723,037.00
1.47%
2,305,339,754.00
2,353,610,431.00
48,270,677.00
2.09%
9.5942100
9.5728900
(0.0213200)
-0.22%
Equalized Value Mill Rate
Student created bowls for Feed My People Food Bank Empty Bowls Fundraiser
Property Valuation 33 DISTRICT EQUALIZED PROPERTY VALUE PER MEMBER COMPARED TO STATE AVERAGE VALUE PER MEMBER 700,000
Value Per Member
600,000
500,000
400,000
300,000
200,000
100,000
0 1990- 1991- 1992- 1993- 1994- 1995- 1996- 1997- 1998- 1999- 2000- 2001- 2002- 2003- 2004- 2005- 2006- 2007- 2008- 2009- 2010- 2011- 201291 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 Aid 11 12 13 Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid
Green Boxes = State Average
Blue Diamonds = District Value
Certified Valuation 34
October 2013 Chippewa Falls Area Unified School District CERTIFIED VALUATION MUNICIPALITY City of Chippewa Falls Township of Anson Township of Eagle Point Township of Hallie Township of Howard Township of Layfayette Township of Tilden Township of Wheaton Township of Woodmohr Village of Lake Hallie City of Eau Claire Township of Seymour TOTALS
FULL VALUE
PERCENT
697,659,600 162,408,281 303,125,934 13,232,000 20,196,689 509,111,055 103,561,039 127,109,997 306,874 407,698,285 4,405,149 4,795,528
29.642102% 6.900389% 12.879189% 0.562200% 0.858115% 21.631067% 4.400093% 5.400639% 0.013038% 17.322250% 0.187166% 0.203752%
2,353,610,431
1.00000
Property Tax Levies 35
Property Tax Levies % Change 1992-93 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 2009-10 2010-11 2011-12 2012-13
11,622,114.00 12,656,023.00 12,817,719.00 12,372,669.04 12,806,473.90 9,218,684.89 10,800,153.95 11,275,527.00 12,424,822.00 13,585,168.00 14,977,003.00 15,171,859.14 15,819,712.92 15,845,957.00 16,321,819.00 16,998,689.00 16,776,071.69 18,004,872.00 19,802,999.00 20,429,411.00 21,204,516.00 22,117,917.00
8.90% 1.28% -3.47% 3.51% -28.02% 17.16% 4.40% 10.19% 9.34% 10.25% 1.30% 4.27% 0.17% 3.00% 4.15% -1.31% 7.32% 9.99% 3.16% 3.79% 4.31%
2013-14
22,530,844.00
1.87%
District Equalized Mill Rates 36
DISTRICT EQUALIZED MILL RATES % Change
1992-93 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 2009-10 2010-11 2011-12 2012-13
0.0167629950 0.0180735100 0.0175837200 0.0150676690 0.0148004390 0.0096055420 0.0105427040 0.0096294700 0.0099031520 0.0099502690 0.0099639030 0.0092902800 0.0090241100 0.0085296100 0.0081749400 0.0078713600 0.0073800800 0.0075637300 0.0084376600 0.0086312000 0.0091352600 0.0095942100
7.82% -2.71% -14.31% -1.77% -35.10% 9.76% -8.66% 2.84% 0.48% 0.14% -6.76% -2.87% -5.48% -4.16% -3.71% -6.24% 2.49% 11.55% 2.29% 5.84% 5.02%
2013-14
0.0095728900
-0.22% Student designs for Vans Custom Culture Shoe Design Competition
Per Pupil Revenues 2011-2012 37
Per Pupil Revenues 2011-2012 K-12 State Average
12,591.00
Chippewa Falls
11,372.00
Surrounding Communities Eau Claire
12,155.00
Bloomer
11,857.00
Cornell
14,444.00
Cadott
10,805.00
Colfax
10,632.00
Elk Mound
11,338.00
Hudson
10,614.00
Menomonie
11,831.00
New Richmond
12,307.00
Rice Lake
12,039.00
Superior
12,161.00
BASIC FACTS about Wisconsin Elementary and Secondary Schools. Wisconsin Department of Public Instruction, 2011-2012 Complete Annual School Cost- the gross cost in any given school year of the general special –project, debt- service, food-service and building funds minus building fund costs paid through long-term borrowing(which are paid through the debt-service fund.)
Tax Levies (Mill Rate) 2012-2013 38
Tax Levies (Mill Rate) 2012-2013 Chippewa Falls
9.59
State Average
10.19 Surrounding Districts
Eau Claire
Hudson Menomonie New Richmond Rice Lake Cadott Colfax Bloomer Cornell
Superior Elk Mound
10.11
9.52 10.53 12.65 9.73
8.73 8.78 11.50 11.60 9.75 10.30
Longitudinal Survey of Levies, Equalized Values and Equalized Tax Rates* (Chippewa Falls Area) 39 Total Levy
Total Equalized Value Equalized Rate K-12 Average
Total Levy Total Equalized Value Equalized Rate K-12 Average
Total Levy Total Equalized Value Equalized Rate K-12 Average
$12,886,050
$12,972,201
$2,529,228
$12,813,714
$9,221,854
$10,800,154
$11,275,528
$12,424,822
710,410,837
755,992,196
831,530,582
901,997,749
959,750,075 1,048,942,129 1,170,936,222 1,254,633,050
18.14
17.16
15.07
14.21
9.61
10.30
9.63
9.90
18.37
17.91
16.60
15.26
11.90
11.30
11.20
10.68
Fall 2000
Fall 2001
Fall 2002
Fall 2003
Fall 2004
Fall 2005
Fall 2006
Fall 2007
13,585,168
14,973,404
14,943,241
15,520,489
15,845,957
16,321,819
16,998,689
16,776,072
1,374,053,591 1,502,764,845 1,608,481,310 1,719,892,015 1,857,758,461 1,996,568,062 2,159,562,458 2,272,317,655 9.89
9.96
9.29
9.02
8.53
8.17
7.87
7.38
10.43
10.04
9.73
9.56
9.46
8.63
8.31
8.45
Fall 2008
Fall 2009
Fall 2010
Fall 2011
Fall 2012
Fall 2013
Fall 2014
Fall 2015
18,004,872
19,802,999
20,429,412
21,204,516
22,117,917
2,380,421,404 2,346,475,626 2,366,926,705 2,321,172,378 2,305,339,754 7.56
8.44
8.63
9.14
9.59
8.61
9.18
9.80
9.88
10.21
Longitudinal Survey of Equalized Tax Rates* (Chippewa Falls Area) 40
District Property Value Per Member* 41 DISTRICT EQUALIZED PROPERTY VALUE PER MEMBER COMPARED TO STATE AVERAGE VALUE PER MEMBER 700,000
600,000
Value Per Member
500,000
400,000
300,000
200,000
100,000
0 1990- 1991- 1992- 1993- 1994- 1995- 1996- 1997- 1998- 1999- 2000- 2001- 2002- 2003- 2004- 2005- 2006- 2007- 2008- 2009- 2010- 2011- 201291 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Aid Green Boxes = State Average
Blue Diamonds = District Value
Revenue Limit Formula Components 42 Current 3-Year Membership
Maximum Revenue Limit with Exemptions 5,100
$60,000,000
5,000 $50,000,000
4,900
$40,000,000
4,800 4,700
$30,000,000
4,600
$20,000,000
4,500 4,400
$10,000,000
4,300 4,200
$0 2002-03
2004-05
2006-07
2008-09
Maximum Revenue with Exemptions Per Member
$11,000
02-03 03-04 04-05 05-06 06-07 07-08 08-09 09-10 10-11 11-12
2010-11
$16
$10,000
$14
$9,000
$12 $10
$8,000
$8
$7,000 $6,000 $5,000 $4,000
Levy Rate (dollars per 1,000 of equalized value)
♦ District
$6
■ State Average
$4
$2 0
0 2002-03 0 2004-05
0 0 2006-07
0 2008-09
2010-11
♦ District ■ State Ave
$0 02-03 03-04 04-05 05-06 06-07 07-08 08-09 09-10 10-11 11-12
Longitudinal History – Revenue Limit Per Member 43 Maximum Revenue with Exemptions Per Member
♦ District ■ State Average
$11,000
$10,000
$9,000
$8,000
$7,000
$6,000
$5,000
$4,000 0 2002-03
2003-04 0
2004-05 0
2005-06 0
2006-07 0 2007-08
2008-09
2009-10 0
2010-11
2011-12
Longitudinal History – Equalization Aid Membership 44
Chippewa Falls Area Data Year:
1982-83
1983-84
1984-85
1985-86
1986-87
1987-88
1988-89
1989-90
1990-91
Aid Year:
1983-84
1984-85
1985-86
1986-87
1987-88
1988-89
1989-90
1990-91
1991-92
4,019
3,929
3,921
3,993
3,998
4,056
4,118
4,108
4,222
Data Year:
1991-92
1992-93
1993-94
1994-95
1995-96
1996-97
1997-98
1998-99
1999-00
Aid Year:
1992-93
1993-94
1994-95
1995-96
1996-97
1997-98
1998-99
1999-00
2000-01
4,213
4,276
4,269
4,299
4,487
4,535
4,535
4,521
4,542
Data Year:
2000-01
2001-02
2002-03
2003-04
2004-05
2005-06
2006-07
2007-08
2008-09
Aid Year:
2001-02
2002-03
2003-04
2004-05
2005-06
2006-07
2007-08
2008-09
2009-10
4,496
4,527
4,569
4,558
4,552
4,715
4,951
5,025
5,015
Data Year:
2009-10
2010-11
2011-12
Aid Year:
2010-11
2011-12
2012-13
5,085
5,030
5,026
Longitudinal History – Equalization Aid Membership 45
Longitudinal Survey of Membership
6,000
FTE Membership
5,000 4,000 3,000 2,000
Data Year* *NOTE: The General Aid formula uses prior year membership data, i.e., "Data Year" 2011-12 is used to calculate 2012-13 General Aid.
2011-12
2010-11
2009-10
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
1992-93
1991-92
1990-91
1989-90
1988-89
1987-88
1986-87
1985-86
1984-85
1983-84
0
1982-83
1,000
Contact Information 46
Chippewa Falls Area Unified School District Board of Education Jim Dimock-Board President Amy Mason -Board Vice President Staish Buchner-Board Clerk Pat Allen-Board Treasurer Pete Lehmann -Board Member
Melanie Schaller -Board Member Jerry Smith -Board Member
District Administration Brad Saron- Superintendent of Schools Michelle Golden- Director of Human Resources Chad Trowbridge- Business Manager Jenny Starck- Director of Curriculum and Instruction Christine McMasters- Director of Pupil Services Dana Sommerfeld- Director of Assessment
Scott Kowalski- Director of Educational Technology
Chippewa Falls Area Unified School District 1130 Miles Street Chippewa Falls, WI 54729 715-726-2417