Search Results for: "Citizen's budget"

Budget/Financing, Governance/Board Decision Making, History - Madison Schools, School Climate

2010-2011 Madison School District Citizen’s Budget

Superintendent Dan Nerad, 74K PDF:

Attached to this memorandum you will find the Fall Revised Budget version of the 2010-11 Citizen’s Budget. The Citizen’s Budget is intended to present financial information to the community in a format that is more easily understood. The first report includes 2009-10 Revised Budget, 2010-11 Revised Budget and groups expenditures into categories outlined as follows:

  • In-School Operations
  • Curriculum & Teacher Development & Support
  • Facilities, Other Than Debt Service
  • Transportation
  • Food Service
  • Business Services
  • Human Resources
  • General Administration
  • Debt Service
  • District-Wide
  • MSCR

The second report associates revenue sources with the specific expenditure area they are meant to support. In those areas where revenues are dedicated for a specific purpose (ie. Food Services) the actual amount is represented. In many areas of the budget, revenues had to be prorated to expenditures based on percentage that each specific expenditure bears of the total expenditure budget. It is also important to explain that property tax funds made up the difference between expenditures and all other sources of revenues. The revenues were broken out into categories as follows:

  • Local Non-Tax Revenue
  • Equalized & Categorical State Aid
  • Direct Federal Aid
  • Direct State Aid
  • Property Taxes

Both reports combined represent the 2010-11 Fall Revised Citizens Budget. This report can also be found on the District’s web site.

Budget/Financing, Elections, Events, Governance/Board Decision Making, History - Madison Schools, School Climate, Staff Support, Student Support, Teacher Support

Madison School District’s 2009-2010 Citizen’s Budget Released ($421,333,692 Gross Expenditures, $370,287,471 Net); an Increase of $2,917,912 from the preliminary $418,415,780 2009-2010 Budget

Superintendent Dan Nerad 75K PDF:

Attached to this memorandum you will find the final version of the 2009-10 Citizen’s Budget. The Citizen’s Budget is intended to present financial information to the community in a format that is more easily understood. The first report groups expenditures into categories outlined as follows:

  • In-School Operations
  • Curriculum & Teacher Development & Support
  • Facilities, Other Than Debt Service
  • Transportation
  • Food Service
  • Business Services
  • Human Resources
  • General Administration
  • Debt Service
  • District-Wide
  • MSCR

The second report associates revenue sources with the specific expenditure area they are meant to support. In those areas where revenues are dedicated for a specific purpose(ie. Food Services) the actual amount is represented. In many areas of the budget, revenues had to be prorated to expenditures based on the percentage that each specific expenditure bears of the total expenditure budget. It is also important to explain that property tax funds made up the difference between expenditures and all other sources of revenues. The revenues were broken out into categories as follows:

  • Local Non-Tax Revenue
  • Equalized & Categorical State Aid
  • Direct Federal Aid
  • Direct State Aid
  • Property Taxes

Both reports combined represent the 2009-10 Citizen’s Budget.

Related:

I’m glad to see this useful document finally available for the 2009-2010 school year. Thanks to the Madison School Board members who pushed for its release.

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Madison’s Reading Data, an Update

Our community, via the quite traditional Madison School District, has long tolerated disastrous reading results. Has anything changed? The District’s 2015-2016 “annual report” includes a bit of data on reading and math: Tap for larger versions. Unfortunately, the annual report lacks a significant amount of data, from enrollment to staffing and total spending. Boston publishes … Continue reading Madison’s Reading Data, an Update →

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Madison School District’s 2015-2016 Budget Goals & Priorities (Publish Total Spending?)

Madison School District (PDF): A. Alignment to Strategic Framework- In our vision to make every school a thriving school that prepares every student to be ready for college, career and community, these budget resources support the district’s goals and priorities as defined in our Strategic Framework. B. More equitable use of resources- As opposed to … Continue reading Madison School District’s 2015-2016 Budget Goals & Priorities (Publish Total Spending?) →

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Madison Schools’ 2014-2015 $402,464,374 Budget Document (April, 2014 version)

The Madison School District (3MB PDF): Five Priority Areas (just like the “Big 10”) but who is counting! – page 6: – Common Core – Behavior Education Plan – Recruitment and hiring – New educator induction – Educator Effectiveness – Student, parent and staff surveys – Technology plan 2014-2015 “budget package” 3MB PDF features some … Continue reading Madison Schools’ 2014-2015 $402,464,374 Budget Document (April, 2014 version) →

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Madison Schools’ 2013-2014 Budget Charts, Documents, Links, Background & Missing Numbers









Sources:

The charts reveal several larger stories:
First, the State of Wisconsin “committed” to 2/3 K-12 funding in the mid-1990’s. The increase in redistributed state tax dollars is apparent. [Wisconsin Legislative Fiscal Bureau: State Aid to School Districts (PDF)]
Second, Madison’s substantial real estate growth during the 2000’s supported growing K-12 spending while reducing the property tax rate (the overall pie grew so the “rate” could fall somewhat). The real estate music stopped in the late 2000’s (“Great Recession) and the tax rate began to grow again as the District consistently raised property taxes. *Note that there has been justifiable controversy over Madison’s large number of tax exempt properties. Fewer exemptions expands the tax base and (potentially) reduces individual homeowner’s taxes.
Third, Madison has long spent more per student than most public schools.
Fourth, the District’s June 10, 2013 budget document fails to address two core aspects of its mission: total spending and program effectiveness. The most recent 2012-2013 District budget number (via a Matthew DeFour email) is $392,789,303. This is up 4.4% from the July, 2012 District budget number: $376,200,000. The District’s budget has always – in my nine years of observation – increased throughout the school year. The late, lamented “citizen’s budget” was a short lived effort to create a standard method to track changes over time.
Fifth, the June 10, 2013 document does not include the District’s “Fund balance” or equity. The balance declined during the 2000’s, somewhat controversially, but it has since grown. A current number would be useful, particularly in light of Madison’s high property taxes.
Sixth, I took a quick look at property taxes in Middleton and Madison on a $230,000 home. A Middleton home paid $4,648.16 in 2012 while a Madison home paid 16% more, or $5,408.38. Local efforts to significantly increase property taxes may grow the gap with Middleton.
Finally, years of spending and tax growth have not addressed the District’s long term-disastrous reading results. Are we doing the same thing over and over?

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Status Quo Costs More: Madison Schools’ Administration Floats a 7.38% Property Tax Increase; Dane County Incomes down 4.1%…. District Received $11.8M Redistributed State Tax Dollar Increase last year. Spending up 6.3% over the past 16 months

The Madison School District Administration (217 page 7.41MB PDF)

The Madison Metropolitan School District’s proposed 2013-2014 balanced budget provides resources for a sound education for the district’s children.
The proposed 2013-2014 balanced budget continues to put resources where they are most needed in the classrooms.
Total spending under the balanced budget is $392,807,993 which is a decrease of $70,235 or (0.02%) less than the 2012-13 Revised Budget. The change to the revenue limit plus other fund increases or decreases comprises the entire proposed budget. The property tax levy would increase by $18,385,847 or 7.38% to $267,675,929.
The total MMSD 2013-14 balanced budget includes many funds. A fund is a separate set of accounting records, segregated for the purpose of carrying on specific activities. A fund is established for accountability purposes to demonstrate that financial resources are being used only for permitted purposes. The Wisconsin Department of Public Instruction specifies the various funds required to be used by Wisconsin school districts.

A few useful links:
The January, 2012 budget document mentioned “District spending remains largely flat at $369,394,753” (2012-2013), yet the “baseline” for 2013-2014 mentions planned spending of $392,807,993 “a decrease of $70,235 or (0.02%) less than the 2012-13 Revised Budget” (around $15k/student). The District’s budget generally increases throughout the school year, growing 6.3% from January, 2012 to April, 2013. Follow the District’s budget changes for the past year, here.
Meanwhile, via a kind reader, Wages for Dane County and Wisconsin workers fell, latest federal figures say

The average weekly wage for workers in Dane County fell by 4.1 percent between September 2011 and September 2012, the first decrease for the third quarter in at least a decade and a touch greater than the state average, according to newly released data from the U.S. Bureau of Labor Statistics.
Dane County workers made an average of $842 weekly in the third quarter of 2012, down $36 from the same time period a year earlier. It was the 12th-biggest drop in terms of percentage among Wisconsin’s counties.
Statewide, wages fell 2.65 percent to an average of $770 per week. That was the fourth-biggest loss among states by percentage. Nationally, Wisconsin ranked 35th among the states for wages, down from 33rd for the third quarter in 2011.
The data also show that Wisconsin ranked 44th nationwide in job creation for the private sector, but while job creation has dominated news coverage here owing largely to Gov. Scott Walker’s pledge to create 250,000 new jobs during his term, stagnant wages have been a longstanding concern.

Finally, should Madison, Wisconsin and federal taxpayers spend more for ongoing disastrous reading results?
The defunct “citizen’s budget” was an effort to create an easily comparable annual two page document, rather than the present 217 pager.
“Censorship through complexity” – Assange

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Milwaukee per-pupil spending fourth highest among 50 largest districts in nation, Madison spent 8% more; “Not geared toward driving those dollars back to the classroom” Well worth reading.

1 Comment

Erin Richards:

Of the 50 largest school districts by enrollment in the United States, Milwaukee Public Schools spent more per pupil than all but three East Coast districts in the 2009-’10 school year, according to public-school finance figures released by the Census Bureau on Thursday.
MPS ranked near the top among large districts by spending $14,038 per pupil in the 2010 fiscal year. It was outspent by the New York City School District, with the highest per-pupil spending among large districts – $19,597 – followed by Montgomery County Public Schools near Washington, D.C., and Baltimore City Public Schools in Maryland, which spent $15,582 and $14,711, respectively, per pupil that year.
MPS officials on Thursday acknowledged Milwaukee’s high per-pupil costs in comparison with other large districts, but they also pointed to unique local factors that drive up the cost, particularly the city’s high rate of poverty, the district’s high rate of students with special needs and other long-term costs, such as aging buildings and historically high benefit rates for MPS employees that the district is working to lower.
“The cost of doing business for Milwaukee Public Schools and Wisconsin is relatively high,” Superintendent Gregory Thornton said. “But because of legacy and structural costs, we were not geared toward driving those dollars back into the classroom.”
“What we have to be is more effective and efficient,” he said.

Madison’s 2009-2010 budget was $370,287,471, according to the now defunct Citizen’s Budget, $15,241 per student (24,295 students).
Why Milwaukee Public Schools’ per student spending is high by Mike Ford:

To the point, why is MPS per-pupil spending so high? There are two simple explanations.
First, as articulated by Dale Knapp of the Wisconsin Taxpayer’s Alliance in today’s story, MPS per-pupil spending is high because it has always been high. Since Wisconsin instituted revenue limits in the early 90s the amount of state aid and local tax revenue a district can raise (and correspondingly spend) per-pupil has been indexed to what a district raised in the prior year. In every state budget legislators specify the statewide allowable per-pupil revenue limit increase amount. Because MPS had a high base to begin with, the amount of revenue the district raises and spends per-pupil is always on the high side. Further, because annual increases are indexed off of what a district raised in the prior year, there is a built-in incentive for districts to raise and spend as much as allowed under revenue limits.
Second, categorical funding to MPS has increased dramatically since 2001. Categorical funds are program specific funds that exist outside of the state aid formula and hence are not capped by revenue limits. In 2001 MPS received $1,468 in categorical funding per-pupil, in 2012 it received $2,318 per-pupil (A 58% increase).
State and local categorical funding to MPS has gone up since 2001, but the bulk of the increase in per-pupil categorical funding is federal. Federal categorical funds per-pupil increased 73% since 2001. Included in this pot of federal money is title funding for low-income pupils, and funding for special needs pupils. The focal year of the study that spurred the Journal Sentinel article, 2010, also is important because of the impact of federal stimulus funding.

Comparing Milwaukee Public and Voucher Schools’ Per Student Spending

Note I am not trying to calculate per-pupil education funding or suggest that this is the amount of money that actually reaches a school or classroom; it is a simple global picture of how much public revenue exists per-pupil in MPS. Below are the relevant numbers for 2012, from MPS documents:
…….
Though not perfect, I think $13,063 (MPS) and $7,126 (MPCP) are reasonably comparative per-pupil public support numbers for MPS and the MPCP.

Spending more is easy if you can simply vote for tax increases, or spread spending growth across a large rate base, as a utility or healthcare provider might do. Over time, however, tax & spending growth becomes a substantial burden, one that changes economic decision making. I often point out per student spending differences in an effort to consider what drives these decisions. Austin, TX, a city often mentioned by Madison residents in a positive way spends 45% less per student.
Ripon Superintendent Richard Zimman’s 2009 speech to the Madison Rotary Club:

“Beware of legacy practices (most of what we do every day is the maintenance of the status quo), @12:40 minutes into the talk – the very public institutions intended for student learning has become focused instead on adult employment. I say that as an employee. Adult practices and attitudes have become embedded in organizational culture governed by strict regulations and union contracts that dictate most of what occurs inside schools today. Any impetus to change direction or structure is met with swift and stiff resistance. It’s as if we are stuck in a time warp keeping a 19th century school model on life support in an attempt to meet 21st century demands.” Zimman went on to discuss the Wisconsin DPI’s vigorous enforcement of teacher licensing practices and provided some unfortunate math & science teacher examples (including the “impossibility” of meeting the demand for such teachers (about 14 minutes)). He further cited exploding teacher salary, benefit and retiree costs eating instructional dollars (“Similar to GM”; “worry” about the children given this situation).

Finally, there’s this: Paul Geitner:

The Court of Justice had previously ruled that a person who gets sick before going on vacation is entitled to reschedule the vacation, and on Thursday it said that right extended into the vacation itself.

Budget/Financing, Community Partners, Governance/Board Decision Making, History - Madison Schools, School Climate, What Can I Do?

Madison School District Proposes a 3.2% Property Tax Increase for the 2011-2012 Budget

Matthew DeFour:

Madison teachers wouldn’t pay anything toward their health insurance premiums next year and property taxes would decline $2 million under Superintendent Dan Nerad’s 2011-12 budget proposal.
The $359 million proposal, a 0.01 percent increase over this year, required the closing of a $24.5 million gap between district’s estimated expenses from January and the expenditures allowed under Gov. Scott Walker’s proposed state budget, Nerad said.
Nerad proposes collecting $243 million in property taxes, down from $245 million this year. Because of an estimated drop in property value, the budget would mean a $90 increase on an average Madison home, down from $170 this year. That amount may decrease once the city releases an updated average home estimate for next year.

Related taxbase articles:

Budget/Financing, Governance/Board Decision Making, School Climate

Clark Board of Education Approves 2011-2012 School Budget

Jessica Remo:

A proposed 2011-2012 school budget was approved unanimously by the Board of Education Tuesday night during a public hearing at the Clark Council Chambers. The spending plan would allocate just over $33.2 million, an increase of $225,000 over the previous year. The budget, if approved by voters, will mean a tax hike of three tax points, which translates into approximately $33 for the average taxpayer.
Tax increases to fund schools is nothing new. In 2010, Clark residents saw a $36 rise in their tax bills following a loss of more than $671,000 in state aid. For the 2011-2012 school year, the budget includes $414,448 in funding from the state, an increase of $325,460 over last year’s spending plan. Overall, the budget yields a 0.83 percent increase over the 2010-2011 plan, well below the state-mandated 2 percent cap.
Considering the economic climate and rising costs, Superintendent of Schools Kenneth Knops noted that the school board took on a daunting task — maintaining classroom quality while minimizing tax impact — and largely succeeded.

Clark schools spends $14,896.85 per student. Madison’s most recent 2010-2011 citizen’s budget document indicates total planned spending of $358,791,418, which yields $14,661.90 per student (24,471 students).

Budget/Financing, Elections, Governance/Board Decision Making, Parenting, School Climate, Student Support, Teacher Support

Proposed New York Property Tax Cap Worries Bayport-Blue Point School Board

The Bayport-Blue Point School District Board of Education discussed the district administration’s preliminary budget plan Tuesday night at its work session meeting, stressing that Gov. Andrew Cuomo’s proposed property tax cap would have a negative impact on the school district.
While the district begins to formulate its budget for the 2011-2012 school year, it does so without knowing how much state aid it will receive and if the governor’s 2 percent tax cap proposal will be law. Cuomo is expected to release his new budget next month.
Superintendent of Schools Anthony Annunziato said the proposed tax cap would be crippling to public schools, including Bayport-Blue Point. “I don’t know if we can get down to 2 percent,” Annunziato said to the board and community members. “I don’t think we can.”

Bayport-Blue Point’s 2010-2011 budget is $66,338,637 for about 2,500 students ($24,795/student). Madison spent $15,241 per student during 2009-2010 according to the Citizen’s Budget.

Board Meeting Archives, Budget/Financing, Community Partners, Curriculum, Elections, Governance/Board Decision Making, History - Madison Schools, School Climate, Staff Support, Student Support, Teacher Support

Public School Districts – Return on Educational Investment: Madison Has a “Low ROI”

1 Comment

The Center for American Progress, via a kind reader’s email:

The Wisconsin school systems of Oshkosh and Eau Claire are about the same size and serve similar student populations. They also get largely similar results on state exams-but Eau Claire spends an extra $8 million to run its school system
This report is the culmination of a yearlong effort to study the efficiency of the nation’s public education system and includes the first-ever attempt to evaluate the productivity of almost every major school district in the country. In the business world, the notion of productivity describes the benefit received in exchange for effort or money expended. Our project measures the academic achievement a school district produces relative to its educational spending, while controlling for factors outside a district’s control, such as cost of living and students in poverty.
Our nation’s school system has for too long failed to ensure that education funding consistently promotes strong student achievement. After adjusting for inflation, education spending per student has nearly tripled over the past four decades. But while some states and districts have spent their additional dollars wisely–and thus shown significant increases in student outcomes–overall student achievement has largely remained flat. And besides Luxembourg, the United States spends more per student than any of the 65 countries that participated in a recent international reading assessment, and while Estonia and Poland scored at the same level as the United States on the exam, the United States spent roughly $60,000 more to educate each student to age 15 than either nation.
Our aims for this project, then, are threefold. First, we hope to kick-start a national conversation about educational productivity. Second, we want to identify districts that generate higher-than-average achievement per dollar spent, demonstrate how productivity varies widely within states, and encourage efforts to study highly productive districts. Third–and most important–we want to encourage states and districts to embrace approaches that make it easier to create and sustain educational efficiencies.
This report comes at a pivotal time for schools and districts. Sagging revenues have forced more than 30 states to cut education spending since the recession began. The fiscal situation is likely to get worse before it gets better because the full impact of the housing market collapse has yet to hit many state and local budgets. At a time when states are projecting more than $100 billion in budget shortfalls, educators need to be able to show that education dollars produce significant outcomes or taxpayers might begin to see schools as a weak investment. If schools don’t deliver maximum results for the dollar, public trust in education could erode and taxpayers may fund schools less generously.
While some forward-thinking education leaders have taken steps to promote better educational efficiency, most states and districts have not done nearly enough to measure or produce the productivity gains our education system so desperately needs. Some fear that a focus on efficiency might inspire policymakers to reduce already limited education budgets and further increase the inequitable distribution of school dollars. To be sure, our nation’s system of financing schools is unfair. Low-income and minority students are far more likely to attend schools that don’t receive their fair share of federal, state, and local dollars. But while the issue of fairness must be central to any conversation about education finance, efficiency should not be sacrificed on the altar of equity. Our nation must aspire to have a school system that’s both fair and productive.
Our emphasis on productivity does not mean we endorse unfettered market-based reforms, such as vouchers allowing parents to direct public funds to private schools. Nor do we argue that policymakers should spend less on education. Indeed, we believe neither of these approaches can solve the nation’s pressing education challenges. Transforming our schools will demand both real resources and real reform. As Education Secretary Arne Duncan recently said: “It’s time to stop treating the problem of educational productivity as a grinding, eat-your-broccoli exercise. It’s time to start treating it as an opportunity for innovation and accelerating progress.”

Madison’s results can be seen here. I asked Superintendent Dan Nerad what benefits citizens, students and parents received from Madison’s greater per student spending, then, for example, his former Green Bay school district in this recent interview.
Madison spent $15,241 per student according to the 2009-2010 Citizen’s Budget. I’ve not seen a 2010-2011 version.

Budget/Financing, Elections, Governance/Board Decision Making, School Climate, Staff Support, Student Support, Teacher Support

New Milford superintendent proposes 2.31 percent increase to next year’s education budget

Nancy Hutson:

Schools Superintendent JeanAnn Paddyfote is proposing a budget for the next school year that carries a 2.31 percent increase.
She believes it is “fiscally responsible” and offers “exciting” educational enhancements.
She is scheduled to present her $58.262 million budget — $873,773 for capital — proposal to the Board of Education Tuesday night at Sarah Noble Intermediate School. Snow dates are Wednesday and Thursday.
The most dramatic piece of the proposed budget, supplemented by some $700,000 in federal education money, is a proposal to use the federal funding to hire nine teachers for an all-day kindergarten program.
Two years ago the district did a pilot, full-day class at John Pettibone Elementary School that showed good results, but funding was not available to continue it into the following year.

The New Milford, CT school district’s 2010-2011 budget is $58,734,610 for 4,864 students; $12,075.32 per student (New Milford 2010-2011 Adopted Budget 15MB PDF). Madison spent $15,241 per student in 2009-2010, according to the most recent Citizen’s Budget. Much more on New Milford, here.

Board Meeting Archives, Budget/Financing, Curriculum, Governance/Board Decision Making, History - Madison Schools, School Climate, Staff Support, Student Support, Teacher Support

Tight spenders among S.D. school districts tout efficiency

Josh Verges:

South Dakota public schools spent only 1.4 percent more per student in 2009-10 than they did the year before, and some of the leanest districts again are near Sioux Falls.
The average district spent $7,958 per student last school year on its general, special education and pension funds, up from $7,850 the year before, according to the South Dakota Department of Education.
Sioux Falls came in at $7,288 per student, which ranks 124th among 154 districts. At $6,018, Chester Area spent the least. Superintendent Mark Greguson said that with 345 students – not counting its online high school for those in Hutterites colonies – Chester is able to maximize its teaching staff.

Madison spent $15,241 per student in 2009-2010, according to the most recent Citizen’s Budget.

Board Meeting Archives, Budget/Financing, Community Partners, Elections, Events, Governance/Board Decision Making, School Climate, Staff Support, Student Support, Teacher Support

Comparing K-12 Funding Adequacy Across 50 States

Wisconsin Center for Education Research, via email:

Until now, no one has tried to estimate the costs of educational adequacy across all 50 states using a common method applied in a consistent manner. UW-Madison education professor Allan Odden and colleagues have realized that goal.
In a recent report, Odden, Lawrence Picus, and Michael Goetz provide state-by-state estimates of the cost of the evidence-based model. The evidence-based model relies primarily on research evidence when making programmatic recommendations. The evidence-based approach starts with a set of recommendations based on a distillation of research and best practices. As implementation unfolds, teams of state policymakers, education leaders, and practitioners review, modify, and tailor those core recommendations to the context of their state’s situation. Odden’s report compares those estimates to each state’s current spending.
Allan Odden and colleagues have developed the first state-level analysis of education finance spending using a model with consistent assumptions across all 50 states plus the District of Columbia.
Odden and colleagues studied districts and schools that have made substantial gains in student performance. They identified the strategies used, then compared those strategies to the recommendations of the evidence-based model. The research found a strong alignment between the strategies and the resources in the evidence-based model and those strategies used by districts and schools that have seen dramatic increase in student learning.
The Evidence-Based Model and Adequacy
When experts discuss education finance, they sometimes use the term “adequacy.” Odden offers this definition: “Providing a level of resources to schools that will enable them to make substantial improvements in student performance over the next 4 to 6 years, as progress toward ensuring that all, or almost all, students meet their state’s performance standards in the longer term.”
“Substantial improvement in student performance” means that, where possible, the proportion of students meeting a proficiency goal will increase substantially in the short- to medium term. Specific targets might vary, depending on the state and a school’s current performance. Yet this goal could be interpreted as raising the percentage of students who meet a state’s student proficiency level from 35% to 70%, or from 70% to something approaching 90% and, in both examples, to increase the percentage of students meeting advanced proficiency standards. There are several approaches to estimating adequacy. They include cost functions, professional judgment, successful schools and districts, and the evidence-based approach.
…………
Using the national average compensation figures, the weighted per pupil estimated costs for adequacy using the evidence-based model is $9,641, an average increase of $566 per student on a national basis. In 30 of the 50 states, additional revenues are needed to reach the estimated cost level. In the remaining 20 states and Washington, D.C., current funding levels are more than enough.
If all states were to receive funding at the estimated level of the evidence-based model, the total cost would be $27.0 billion, or a 6.2% increase. However, the politically feasible approach would not allow using the “excess funds” from the states currently spending more than that level. Given that, the total cost rises to $47.2 billion (a 10.9% increase) to fully fund the model’s estimates.

Locally, the Madison School District spent $370, 287,471 during the 2009-2010 school year, according to the Citizen’s Budget. for 24,295 students ($15,241/student). I have not seen a Citizen’s Budget for the 2010-2011 period. Madison School District budget information.
More from the WCER article:

Nor does this research address how the funds should be allocated once they are sent to school districts. This is an important point, Odden says, because some states currently spend more than identified in this model, yet do not appear to show the gains in student performance the model suggests are possible.

Budget/Financing, Governance/Board Decision Making, School Climate, Staff Support, Student Support, Teacher Support

A Look at Wisconsin School Administrative Salaries; Madison has 45 employees earning > $100,000 annually.

Amy Hetzner

Public school districts in southeastern Wisconsin reported paying their top leaders an average salary of nearly $130,000 in the 2009-’10 school year, data released by the state Department of Public Instruction shows.
The average salary for the six-county region, which includes Kenosha, Milwaukee, Ozaukee, Racine, Washington and Waukesha counties, represents a 7.4% increase over superintendent salaries two years before and more than 40% more than such positions averaged a decade ago.
Teacher pay for the same school districts rose 7.6%, on average, between the 2007-’08 and 2009-’10 school years. Over the previous 10 years, however, average teacher salaries in southeastern Wisconsin school districts increased by 29%, according to the state information.
The data from the DPI is reported by school districts every fall, meaning that it might not capture salary increases given retroactively after teacher contracts are settled, which is also when many districts approve administrative compensation packages.
For that reason, the Journal Sentinel compared salaries reported in 2009-’10, the first year of negotiations for a new teacher contract, with the salaries from two years before at a similar stage in negotiations. The 10-year comparison also should eliminate some of the year-to-year fluctuations caused by the self-reporting method employed by the state.

Madison has 45 employees earning greater than $100,000.00, Green Bay has 21 (Madison’s Dan Nerad previously served as the Green Bay Superintendent), Milwaukee has 103, Racine 10, Waukesha 7 and Appleton 18. Madison spends $15,241 per student, according to the 2009-2010 Citizen’s Budget.
Search the Wisconsin public school employee database here.

Budget/Financing, Community Partners, Curriculum, Governance/Board Decision Making, History - Madison Schools, School Climate, Staff Support, Student Support, Teacher Support

Georgia’s Per Pupil Spending ($8,908) and a Virtual School Battle ($3,200 per student); Madison Spends $15,241 per student

Georgia Families for Public Virtual Education

It has been said that victory is sweetest when you’ve known defeat. Yesterday’s Commission ruling sure felt sweet! Thanks to the energized efforts of Georgia parents, school choice reigns supreme for our 9th grade students. The state school board ruled 8-2 in favor of adding ninth grade to the Georgia Cyber Academy. This decision allowed 660 GCA ninth graders to begin classes on September 7.
The Atlanta Journal Constitution’s Aileen Dodd was there to cover the story live. She writes, “After the outcries of parents and the embarrassment of having two approved cyber schools call off August openings, leaders of the Georgia Charter Schools Commission admitted that they may have low-balled the cost of virtual public education. The board has agreed to rethink its figures.”

Related: Madison’s 2009-2010 budget was $370,287,471, according to the Citizen’s Budget, spending $15,241 per student (24,295 students)..

Budget/Financing, Community Partners, Elections, Governance/Board Decision Making, School Climate, Student Support

Alameda School Tax Referendum “Measure E” Fails

Jill Tucker:

For decades, parents have shelled out a real estate premium to take advantage of Alameda public schools, spending more money for rent or a mortgage for the peace of mind that comes with solid standardized test scores and a seat at the school down the block.
That’s what Heather Genschmer did.
She wanted her son Myles, 3, to have the public school experience she had as a child, one filled with art, music, gifted programs, field trips, sports and high-quality academics.

Related: “Measure E, What Went Wrong” and “No on Measure E“. More here. The Alameda School District’s website.
Alameda’s enrollment was 9,612 in 2009/2010. Spending was 92,010,693 in 2009/2010 = $9,572 per student. Locally, Madison spent $15,241 per student, based on the 2009/2010 Citizen’s budget ($370,287,471 expenditures for 24,295 students), 37% more than Alameda.

Budget/Financing, Elections, Governance/Board Decision Making, History - Madison Schools, Lifelong Learning, School Climate, Staff Support, Student Support, Teacher Support

San Francisco Schools $578,572,407 Budget Discussions ($10,331 per student, 47% less than Madison)

Jill Tucker:

The San Francisco school board will face the unsavory task Tuesday of approving a budget that cuts virtually every program offered to the city’s schoolchildren.
Art would be cut. Music too. Counselors. Physical education. Books. Summer school. Teachers. Custodians. Administrators.
All cut by a little or a lot.
The 444-page budget document up for a vote Tuesday, the board’s last meeting before summer break, has been months in the works as district officials struggled to figure out how to balance the books despite a $113 million budget shortfall expected over the next two years.
“It’s not a good budget,” said board member Rachel Norton. “How could you say that cutting 20 percent of the programs is a good budget? But it really could have been so much worse.”
The $578 million spending plan includes $255 million in restricted money that has to be spent on specific programs, including special education, school meals and facilities. The rest pays for salaries and the day-to-day costs of educating the district’s nearly 50,000 students and running its 105 schools, 34 preschool sites and nine charter schools.

Madison’s 2009-2010 budget was $370,287,471, according to the Citizen’s Budget, $15,241 per student (24,295 students). More here.
San Francisco’s 3.4MB budget document includes detailed per school allocations (numbered page 51, document page 55)

Board Meeting Archives, Budget/Financing, Community Partners, Elections, Governance/Board Decision Making, History - Madison Schools, School Climate

Comments on the Madison School District’s Budget

Susan Troller:

Madison’s public school budget process is lurching to a preliminary close tonight — final numbers will be available in October after the state revenue picture is clear and district enrollment will be set. Tonight there’s a public meeting at 5 p.m. at the Doyle Building for last minute pleas and entreaties, 545 West Dayton St., followed by a School Board workshop session, which is likely to include some additional budget amendments from board members. Current projections suggest there will be an increase of about $225 property tax increase on the average $250,000 home.
It’s been a particularly painful process this time around, as illustrated by a recent e-mail I got. It came from one of my favorite teachers and said that due to some of the recent budget amendments, the Madison school district’s elementary school health offices would no longer be able to provide band-aids for teachers to use in their classrooms. Instead, children would be required to bring them from home with other supplies, like tissues or crayons.

Related: Madison Schools’ 2010-2011 Budget Amendments: Task Force Spending Moratorium, Increase consulting, travel and Professional Development Spending.
A Madison School District Property Tax Increase Outlook (39% over the next 6 years) including 4 Year Old Kindergarten (4K).
Madison School District’s 2009-2010 Citizen’s Budget Released ($421,333,692 Gross Expenditures, $370,287,471 Net); an Increase of $2,917,912 from the preliminary $418,415,780 2009-2010 Budget.
Much more on the 2010-2011 Madison School District Budget here.
The Madison School District = General Motors?:

Ripon Superintendent Richard Zimman spoke to the Madison Rotary Club on “What Wisconsin’s Public Education Model Needs to Learn from General Motors Before it is too late.” 7MB mp3 audio (the audio quality is not great, but you can hear the talk if you turn up the volume!).
Zimman’s talk ranged far and wide. He discussed Wisconsin’s K-12 funding formula (it is important to remember that school spending increases annually (from 1987 to 2005, spending grew by 5.10% annually in Wisconsin and 5.25% in the Madison School District), though perhaps not in areas some would prefer.
“Beware of legacy practices (most of what we do every day is the maintenance of the status quo), @12:40 minutes into the talk – the very public institutions intended for student learning has become focused instead on adult employment. I say that as an employee. Adult practices and attitudes have become embedded in organizational culture governed by strict regulations and union contracts that dictate most of what occurs inside schools today. Any impetus to change direction or structure is met with swift and stiff resistance. It’s as if we are stuck in a time warp keeping a 19th century school model on life support in an attempt to meet 21st century demands.” Zimman went on to discuss the Wisconsin DPI’s vigorous enforcement of teacher licensing practices and provided some unfortunate math & science teacher examples (including the “impossibility” of meeting the demand for such teachers (about 14 minutes)). He further cited exploding teacher salary, benefit and retiree costs eating instructional dollars (“Similar to GM”; “worry” about the children given this situation).
Zimman noted that the most recent State of Wisconsin Budget removed the requirement that arbitrators take into consideration revenue limits (a district’s financial condition @17:30) when considering a District’s ability to afford union negotiated compensation packages. The budget also added the amount of teacher preparation time to the list of items that must be negotiated….. “we need to breakthrough the concept that public schools are an expense, not an investment” and at the same time, we must stop looking at schools as a place for adults to work and start treating schools as a place for children to learn.”

Budget/Financing, Elections, Governance/Board Decision Making, School Climate

They Spend WHAT? The Real Cost of Public Schools

2 Comments

Adam Schaeffer:

Although public schools are usually the biggest item in state and local budgets, spending figures provided by public school officials and reported in the media often leave out major costs of education and thus understate what is actually spent.
To document the phenomenon, this paper reviews district budgets and state records for the nation’s five largest metro areas and the District of Columbia. It reveals that, on average, per-pupil spending in these areas is 44 percent higher than officially reported.
Real spending per pupil ranges from a low of nearly $12,000 in the Phoenix area schools to a high of nearly $27,000 in the New York metro area. The gap between real and reported per-pupil spending ranges from a low of 23 percent in the Chicago area to a high of 90 percent in the Los Angeles metro region.
To put public school spending in perspective, we compare it to estimated total expenditures in local private schools. We find that, in the areas studied, public schools are spending 93 percent more than the estimated median private school.

Madison spends $15,241.30 per student, according to the 2009-2010 Citizen’s Budget.

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K-12 Tax & Spending Climate & Local Property Tax Increase Rhetoric

Walter Alarkon:

President Barack Obama’s budget will lead to deficits averaging nearly $1 trillion over the next decade, the CBO estimated Friday.
The Congressional Budget Office (CBO) said President Barack Obama’s budget would lead to annual deficits averaging nearly $1 trillion for the next decade.
The estimates are for larger deficits than the budget shortfalls expected by the White House.
Annual deficits under Obama’s budget plan would be about $976 billion from 2011 through 2020, according to a CBO analysis of Obama’s plan released Friday.

Susan Troller:

Madison school ‘budget gap’ really a tax gap
Try “tax gap” or “revenue problem.” These are terms that Superintendent Dan Nerad — who is slated to offer his budget recommendations to the School Board on March 8 — and other school district players are starting to use to describe the financial troubles the district is facing.
What’s commonly been defined as the district’s budget gap in the past — the difference between the cost to continue existing programs and salaries and what the district is allowed to tax under state revenue caps — is actually $1.2 million. That’s the amount the district would still have to cut if the board were willing to tax to the maximum amount allowed under the state revenue limits. (And in past years, Madison and almost every other district in the state have taxed to the limit.) But if you add in the drop in revenue from the state — about $17 million for the 2010-2011 budget — the gap grows to $18.2 million.
It’s fair to ask then, what makes up the other $11.6 million that the administration calls the $29.8 million 2010-2011 budget gap? In a rather unorthodox manner, Nerad and company are including two other figures: $4 million in levying authority the district was granted through the 2008 referendum and $7.6 million in levying authority within the revenue limit formula.
Confused? You’re not alone. It’s got many folks scratching their heads. But the bottom line is this: Although the district has the authority to raise property taxes up to $312 on an average $250,000 home, it’s unlikely the board would want to reap that amount of revenue ($11.6 million) from increased taxes. Large property tax hikes — never popular — are particularly painful in the current economy.

The Madison School District has yet to release consistent total spending numbers for the current 2009/2010 budget or a total budget number for 2010-2011. Continuing to look at and emphasize in terms of public relations, only one part of the puzzle: property taxes seems ill advised.
The Madison School District Administration has posted 2010-2011 “Budget Gap” notes and links here, largely related to the property tax, again. only one part of the picture. For reference, here’s a link to the now defunct 2007-2008 Citizen’s Budget.
Doug Erickson has more:

Madison school administrators laid out a grim list of possible cuts big and small Friday that School Board members can use as a starting point to solve a nearly $30 million hole in next year’s budget.
The options range from the politically painless — restructuring debt, cutting postage costs — to the always explosive teacher layoffs and school closings.
But the school-closing option, which would close Lake View, Lindbergh and Mendota elementary schools on the city’s North Side as part of a consolidation plan, already appears to be a nonstarter. A majority of board members said they won’t go there.
“It’s dead in the water for me,” said Lucy Mathiak, board vice president.
President Arlene Silveira said the option is not on the table for her, either. Ditto for board members Marj Passman and Maya Cole, who said she immediately crossed out the option with a red pen.
Board members could decide to raise taxes enough to cover almost all of the $30 million, or they could opt to not raise taxes at all and cut $30 million. Neither option is considered palatable to board members or most residents, so some combination of the two is expected.

Budget/Financing, Community Partners, Curriculum, Events, Governance/Board Decision Making, History - Madison Schools, School Climate

A Partial Madison School District Budget Update, Lacks Total Spending Numbers

Madison School District Superintendent Dan Nerad 292K PDF:

In November of 2008 the district was given voter approval for a three year operating referendum: $5 million in 2009-2010, $4 million in 2010-2011, and $4 million in 2011-2012, The approved operating referendum has a shared cost plan between property tax payers and the district.
During the fall adoption of the 2009-2010 budget the Board of Education worked to reduce the impact for property tax payers by eliminating costs, implementing new revenues, and utilizing fund balance (see Appendix A). The Wisconsin State 2009-2011 budget impacted the district funding significantly in the fall of2009-2010 and will again have an impact on the 2010-2011 projections.
The district and PMA Financial Network, Inc, have worked to prepare a five year financial forecast beginning with the 2010-2011 budget year, which is attached in pgs 1-2.
2010-2011 Projection Assumptions:
The following items are included in the Budget Projection:
1. The budget holds resources in place and maintains programs and services.
2. October enrollment projections
3. Salary and Benefits – Teacher salary projections are based on their current settlement, and all other units are at a projected increase consistent with recent contract settlements.
4. Supplies & Materials – A 1% (~$275,000) projection was applied to supply and material budgets each year
5. Revenues – The district utilized revenue limit and equalization aid calculations based on the 2009-2011 State Budget. All other revenues remained constant.
6. Grants – Only Entitlement Grants are included in the forecasted budget. Example ARRA funds are not included as they are· not sustainable funds.
7. Debt – The forecast includes a projection for the WRS refinancing as of January 26th Attached on pgs 3-4 is a current Debt Schedule for the District which includes thecurrently restructured debt and the estimated WRS refinanced debt.
8. The 4-k program revenues, expenditures and enrollment have been added to the
projections beginning in 2011-2012.

Much more on the budget, including some total budget numbers via a Board Member’s (Ed Hughes) comment. The recent State of The District presentation lacked total budget numbers (it presented property taxes, which are certainly important, but not the whole story). There has not been a 2009-2010 citizen’s budget, nor have I seen a proposed 2010-2011 version. This should be part of all tax and spending discussions.

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Madison Public Schools Face Tax & Spending Challenges: What is the budget?

Gayle Worland, via a kind reader’s email:

The Madison School District is facing a $30 million budget hole for 2010-11, a dilemma that could force school board members this spring to order massive cuts in programs, dramatically raise property taxes, or impose a combination of both.
District officials will unveil a list of possible cuts — which could include layoffs — next month, with public hearings to follow.
“This is a big number,” School Board President Arlene Silveira said. “So we have to look at how we do business, we have to look at efficiencies, we have to look at our overall budget, and we are going to have to make hard decisions. We are in a horrible situation right now, and we do have to look at all options.”
Even with the maximum hike in school property taxes — $28.6 million, or a jump of $312.50 for the owner of a $250,000 Madison home — the district would have to close a $1.2 million budget gap, thanks in part to a 15 percent drop in state aid it had to swallow in 2009-10 and expects again for 2010-11.
The district, with a current budget of about $360 million, expects to receive $43.7 million from the state for 2010-11, which would be the lowest sum in 13 years, according to the Legislative Fiscal Bureau, and down from a high of $60.7 million in 2008-09. The district is receiving $51.5 million from the state for the current school year.

I’m not sure where the $360 million number came from. Board member Ed Hughes mentioned a $432,764,707 2010-2011 budget number. The 2009-2010 budget, according to a an October, 2009 District document was $418,415,780. The last “Citizen’s budget” number was $339,685,844 in 2007-2008 and $333,101,865 in 2006-2007.
The budget numbers remind me of current Madison School Board member Ed Hughes’ very useful 2005 quote:

This points up one of the frustrating aspects of trying to follow school issues in Madison: the recurring feeling that a quoted speaker – and it can be someone from the administration, or MTI, or the occasional school board member – believes that the audience for an assertion is composed entirely of idiots.

Related: Madison School District & Madison Teachers Union Reach Tentative Agreement: 3.93% Increase Year 1, 3.99% Year 2; Base Rate $33,242 Year 1, $33,575 Year 2: Requires 50% MTI 4K Members and will “Review the content and frequency of report cards” and “Budget comments in a vacuum?”

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Madison School District 2010-2011 Budget: Comments in a Vacuum?

4 Comments

TJ Mertz comments on Monday evening’s Madison School Board 2010-2011 budget discussion (video – the budget discussion begins about 170 minutes into the meeting). The discussion largely covered potential property tax increases. However and unfortunately, I’ve not seen a document that includes total revenue projections for 2010-2011.
The District’s Administration’s last public total 2009-2010 revenue disclosure ($418,415,780) was in October 2009.
Property tax revenue is one part of the MMSD’s budget picture. State and Federal redistributed tax dollars are another big part. The now dead “citizens budget” was a useful effort to provide more transparency to the public. I hope that the Board pushes for a complete picture before any further substantive budget discussions. Finally, the Administration promised program reviews as part of the “Strategic Planning Process” and the recent referendum (“breathing room”). The documents released to date do not include any substantive program review budget items.
Ed Hughes (about 190 minutes): “it is worth noting that evening if we taxed to the max and I don’t think we’ll do that, the total expenditures for the school District will be less than we were projecting during the referendum“. The documents published, as far as I can tell, on the school board’s website do not reflect 2010-2011 total spending.
Links to Madison School District spending since 2007 (the referendum Ed mentioned was in 2008)

It would be great to see a year over year spending comparison from the District, including future projections.
Further, the recent “State of the District” document [566K PDF] includes only the “instructional” portion of the District’s budget. There are no references to the $418,415,780 total budget number provided in the October 26, 2009 “Budget Amendment and Tax Levy Adoption document [1.1MB PDF]. Given the organization’s mission and the fact that it is a taxpayer supported and governed entity, the document should include a simple “citizen’s budget” financial summary. The budget numbers remind me of current Madison School Board member Ed Hughes’ very useful 2005 quote:

This points up one of the frustrating aspects of trying to follow school issues in Madison: the recurring feeling that a quoted speaker – and it can be someone from the administration, or MTI, or the occasional school board member – believes that the audience for an assertion is composed entirely of idiots.

In my view, while some things within our local public schools have become a bit more transparent (open enrollment, fine arts, math, TAG), others, unfortunately, like the budget, have become much less. This is not good.
Ed, Lucy and Arlene thankfully mentioned that the Board needs to have the full picture before proceeding.

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A Few Comments on Monday’s State of the Madison School District Presentation

Madison School District Superintendent Dan Nerad will present the “State of the Madison School District 2010” tomorrow night @ 5:30p.m. CST.
The timing and content are interesting, from my perspective because:

  • The nearby Verona School District just approved a Mandarin immersion charter school on a 4-3 vote. (Watch the discussion here). Madison lags in such expanded “adult to student” learning opportunities. Madison seems to be expanding “adult to adult” spending on “coaches” and “professional development”. I’d rather see an emphasis on hiring great teachers and eliminating the administrative overhead associated with growing “adult to adult” expenditures.
  • I read with interest Alec Russell’s recent lunch with FW de Klerk. de Klerk opened the door to South Africa’s governance revolution by freeing Nelson Mandela in 1990:

    History is moving rather fast in South Africa. In June the country hosts football’s World Cup, as if in ultimate endorsement of its post-apartheid progress. Yet on February 2 1990, when the recently inaugurated state President de Klerk stood up to deliver the annual opening address to the white-dominated parliament, such a prospect was unthinkable. The townships were in ferment; many apartheid laws were still on the books; and expectations of the balding, supposedly cautious Afrikaner were low.
    How wrong conventional wisdom was. De Klerk’s address drew a line under 350 years of white rule in Africa, a narrative that began in the 17th century with the arrival of the first settlers in the Cape. Yet only a handful of senior party members knew of his intentions.

    I sense that the Madison School Board and the Community are ready for new, substantive adult to student initiatives, while eliminating those that simply consume cash in the District’s $418,415,780 2009-2010 budget ($17,222 per student).

  • The “State of the District” document [566K PDF] includes only the “instructional” portion of the District’s budget. There are no references to the $418,415,780 total budget number provided in the October 26, 2009 “Budget Amendment and Tax Levy Adoption document [1.1MB PDF]. Given the organization’s mission and the fact that it is a taxpayer supported and governed entity, the document should include a simple “citizen’s budget” financial summary. The budget numbers remind me of current Madison School Board member Ed Hughes’ very useful 2005 quote:

    This points up one of the frustrating aspects of trying to follow school issues in Madison: the recurring feeling that a quoted speaker – and it can be someone from the administration, or MTI, or the occasional school board member – believes that the audience for an assertion is composed entirely of idiots.

    In my view, while some things within our local public schools have become a bit more transparent (open enrollment, fine arts, math, TAG), others, unfortunately, like the budget, have become much less. This is not good.

  • A new financial reality. I don’t see significant new funds for K-12 given the exploding federal deficit, state spending and debt issues and Madison’s property tax climate. Ideally, the District will operate like many organizations, families and individuals and try to most effectively use the resources it has. The recent Reading Recovery report is informative.

I think Dan Nerad sits on a wonderful opportunity. The community is incredibly supportive of our schools, spending far more per student than most school Districts (quite a bit more than his former Green Bay home) and providing a large base of volunteers. Madison enjoys access to an academic powerhouse: the University of Wisconsin and proximity to MATC and Edgewood College. Yet, District has long been quite insular (see Janet Mertz’s never ending efforts to address this issue), taking a “we know best approach” to many topics via close ties to the UW-Madison School of Education and its own curriculum creation business, the Department of Teaching and Learning.
In summary, I’m hoping for a “de Klerk” moment Monday evening. What are the odds?

Budget/Financing, Elections, Governance/Board Decision Making, History - Madison Schools, Lifelong Learning, School Climate

A Primer on Wisconsin School Revenue Limits

The Wisconsin Taxpayer 3.4MB PDF:

Since 1994, Wisconsin school districts have operated under state-imposed revenue limits and the associated qualified economic offer (QEO) law.

  • Revenue limits have helped reduce school property tax increases to less than 5% per year from more than 9% annually prior to the caps.
  • The limits have had \aried impacts on school districts, with growing districts experiencing the largest revenue gains. Low-spending districts prior to the caps have seen the largest per student gains.
  • The QEO law has helped school districts keep compensation costs somewhat in line with revenue limits. However, since benefits are given more weight, teacher salary increases have slowed.

Since 1994. Wisconsin school districts have operated under slate-imposed revenue limits, which arc tied to inflation and enrollments. The associated qualified economic offer (QEO) law limits staff compensation increases to about 4% annually. With declining student counts, fluctuations in stale school aid. and various concerns over teacher pay. revenue limits and the QEO have attracted increasing debate.
The governor, in his proposed 2009-11 state budget, recommends eliminating the QEO. I le has also talked about providing ways for school districts to move away from revenue limits. This report does not address these specific proposals. Rather, it seeks to help inform discussions by examining the history of revenue limits and the QEO, legislative attempts to fix various issues, and the impacts of limits on schools, educators, and taxpayers.
THE REVENUE LIMIT LAW
School districts collect revenue from a variety of sources. The two largest sources are the property tax and state general (or equalization) aid, General aid is distributed based on district property wealth and spending. Combined, these two revenue sources account for about 75% of an average district’s funding. The remainder is a combination of student fees, federal aid. and state categorical aids. such as those for special education and transportation.
The revenue limit law was implemented in 1994 (1993-94 school year) and caps the amount districts can collect from property taxes and general aid combined. It does not restrict student fees, federal aid. or state categorical aid. A district’s revenue limit is determined by its prior-year cap, an inflation factor, and enrollments. There is an exception to the limit law for districts defined as “low-revenue.” Currently, districts with per student revenues less than S9.000 are allowed to increase their revenues to that level.
Background
While Wisconsin’s revenue limit law began in 1994. its roots date back to several teacher strikes in the early 1970s, culminating with the 1974 Hortonville strike during which 86 teachers were fired. That strike gained national attention.




Related: K-12 tax & spending climate. A number of links on local school spending and tax increases before the implementation of State limits on annual expenditure growth. The Madison School District spent $180,400,000 during the 1992-1993 school year. In 2006, the District spent $331,000,000. The 2009/2010 preliminary Citizen’s Budget proposes spending $367,912,077 [Financial Summary 2.1MB pdf], slightly down from 2008/2009’s $368,012,286.

Board Meeting Archives, Budget/Financing, Elections, Governance/Board Decision Making, History - Madison Schools, School Climate

Madison Superintendent Recommends Three Year Recurring Spending Increase via a November, 2008 Referendum

Channel3000:

Nerad told school board members on Monday night that he’s recommending a three-year recurring referendum.
It’s part of what he called a partnership plan to address the budget shortfall.
The plan would put a referendum on the November ballot for $5 million and would ask voters for $4 million in the two following years.
Nerad said to make up the remaining $3 million gap the district would move $2 million from the district’s fund balance, eliminate $600,000 in unallocated staff, which are positions set aside in case of additional enrollment, and make up the remaining $400,000 through other reductions, which he has not yet named.
“We’re working both sides of this and in the end our kids need things from us, our taxpayers need us to be sensitive and all I can say is we tried every step of putting these recommendations together to be responsive on both fronts,” said Nerad.

Andy Hall:

The measure, a “recurring referendum,” would give the district permission to build on the previous year’s spending limit increase by additional amounts of $4 million in 2010-11 and another $4 million in 2011-12. The measure would permit a total increase of $13 million — a change that would be permanent, unlike the impact of some other referendums that end after a specified period.
Approval of the referendum would cost the owner of a home with an assessed value of $250,000 an estimated $27.50 in additional taxes in the 2009-10 school year. That represents an increase of 1.1 percent of the School District’s portion of the tax bill.
But for at least the next two years, the schools’ portion of that homeowner’s tax bill would decline even if the referendum is approved, under the plan developed by Nerad and Erik Kass, assistant superintendent for business services.
They estimate the tax bill for 2010-11 would be $27.50 lower than it is now, and the bill the following year would be about $100 below its current level if voters back the referendum and the School Board implements proposed changes in accounting measures.

Tamira Madsen:

In the first year, the referendum would add an additional $27.50 onto the tax bill of a $250,000 home. Another initiative in Nerad’s recommendation, drawn up along with Assistant Superintendent of Business Services Erik Kass, is to enact changes to help mitigate the tax impact of the referendum. Nerad and Kass said these changes would decrease taxes for homeowners in the second and third year of the referendum.
One aspect of the proposal would return $2 million of an equity to the taxpayers in the form of a reduced levy in the Community Services Fund (Fund 80) for the 2009-10 school year. The second part of the tax impact referendum would be implementation of a Capital Expansion Fund, called Fund 41, in an effort to levy a property tax under revenue limits to spread the costs of facility maintenance projects over a longer period.
Nerad said the referendum process has been a deliberative process, and he’s been cognizant of weighing board members and community questions.

Links:

Links:

Budget/Financing, Elections, Events, Governance/Board Decision Making, History - Madison Schools, School Climate, What Can I Do?

School Board to Focus on Money

Andy Hall:


In the first major test for newly hired Superintendent Daniel Nerad, Madison school officials this week will begin public discussions of whether to ask voters for additional money to head off a potentially “catastrophic” $8.2 million budget gap for the 2009-10 school year.
The Madison School Board’s meetings in August will be dominated by talk of the possible referendum, which could appear on the Nov. 4 ballot.
The public will be invited to speak out at forums on Aug. 12 and 14.

Related:

Props to the District for finding a reduced spending increase of $1,000,000 and looking for more (The same service budget growth, given teacher contract and other increases vs budget growth limits results in the “gap” referred to in Hall’s article above). Happily, Monday evening’s referendum discussion included a brief mention of revisiting the now many years old “same service” budget approach (28mb mp3, about 30 minutes). A question was also raised about attracting students (MMSD enrollment has been flat for years). Student growth means additional tax and spending authority for the school district.
The Madison school board has been far more actively involved in financial issues recently. Matters such as the MMSD’s declining equity (and related structural deficit) have been publicly discussed. A very useful “citizen’s budget” document was created for the 2006-2007 ($333M) and 2007-2008 ($339M) (though the final 2007-2008 number was apparently $365M) budgets. Keeping track of changes year to year is not a small challenge.

Budget/Financing, Curriculum, Governance/Board Decision Making, History - Madison Schools, School Climate

Media Education Coverage: An Oxymoron?

1 Comment

Lucy Mathiak’s recent comments regarding the lack of substantive local media education coverage inspired a Mitch Henck discussion (actually rant) [15MB mp3 audio file]. Henck notes that the fault lies with us, the (mostly non) voting public. Apathy certainly reigns. A useful example is Monday’s School Board’s 56 minute $367,806,712 2008/2009 budget discussion. The brief chat included these topics:

  • Retiring Superintendent Art Rainwater’s view on the District’s structural deficit and the decline in it’s equity (Assets – Liabilities = Equity; Britannica on the The Balance Sheet) from $48,000,000 in the year 2000 to $24,000,000 in 2006 (it is now about 8% of the budget or $20M). (See Lawrie Kobza’s discussion of this issue in November, 2006. Lawrie spent a great deal of time digging into and disclosing the structural deficits.) Art also mentioned the resulting downgrade in the District’s bond rating (results in somewhat higher interest rates).
  • Marj asked an interesting question about the K-1 combination and staff scheduling vis a vis the present Teacher Union Contract.
  • Lucy asked about specials scheduling (about 17 minutes).
  • Maya asked about the combined K-1 Art classes (“Class and a half” art and music) and whether we are losing instructional minutes. She advocated for being “open and honest with the public” about this change. Art responded (23 minutes) vociferously about the reduction in services, the necessity for the community to vote yes on operating referendums, ACT scores and National Merit Scholars.
  • Beth mentioned (about 30 minutes) that “the district has done amazing things with less resources”. She also discussed teacher tools, curriculum and information sharing.
  • Ed Hughes (about 37 minutes) asked about the Madison Family Literacy initiative at Leopold and Northport. Lucy inquired about Fund 80 support for this project.
  • Maya later inquired (45 minutes) about a possible increase in Wisconsin DPI’s common school fund for libraries and left over Title 1 funds supporting future staff costs rather than professional development.
  • Beth (about 48 minutes) advocated accelerated computer deployments to the schools. Lucy followed up and asked about the District’s installation schedule. Johnny followed up on this matter with a question regarding the most recent maintenance referendum which included $500,000 annually for technology.
  • Lucy discussed (52 minutes) contingency funds for energy costs as well as providing some discretion for incoming superintendent Dan Nerad.

Rick Berg notes that some homes are selling below assessed value, which will affect the local tax base (property taxes for schools) and potential referendums:

But the marketplace will ultimately expose any gaps between assessment and true market value. And that could force local governments to choose between reducing spending (not likely) and hiking the mill rate (more likely) to make up for the decreasing value of real estate.
Pity the poor homeowners who see the value of their home fall 10%, 20% or even 30% with no corresponding savings in their property tax bill, or, worse yet, their tax bill goes up! Therein lie the seeds of a genuine taxpayer revolt. Brace yourselves. It’s gonna be a rough ride.

The Wisconsin Department of Revenue noted recently that Wisconsin state tax collections are up 2.3% year to date [136K PDF]. Redistributed state tax dollars represented 17.2% of the District’s revenues in 2005 (via the Citizen’s Budget).
Daniel de Vise dives into Montgomery County, Maryland’s school budget:

The budget for Montgomery County’s public schools has doubled in 10 years, a massive investment in smaller classes, better-paid teachers and specialized programs to serve growing ranks of low-income and immigrant children.
That era might be coming to an end. The County Council will adopt an education budget this month that provides the smallest year-to-year increase in a decade for public schools. County Executive Isiah Leggett (D) has recommended trimming $51 million from the $2.11 billion spending plan submitted by the Board of Education.
County leaders say the budget can no longer keep up with the spending pace of Superintendent Jerry D. Weast, who has overseen a billion-dollar expansion since his arrival in 1999. Weast has reduced elementary class sizes, expanded preschool and kindergarten programs and invested heavily in the high-poverty area of the county known around his office as the Red Zone.
“Laudable goals, objectives, nobody’s going to argue with that,” Leggett said in a recent interview at his Rockville office. “But is it affordable?”
It’s a question being asked of every department in a county whose overall budget has swelled from $2.1 billion in fiscal 1998 to $4.3 billion this year, a growth rate Leggett terms “unacceptable.”

Montgomery County enrolls 137,745 students and spent $2,100,000,000 this year ($15,245/student). Madison’s spending has grown about 50% from 1998 ($245,131,022) to 2008 ($367,806,712) while enrollment has declined slightly from 25,132 to 24,268 ($13,997/student).
I’ve not seen any local media coverage of the District’s budget this week.
Thanks to a reader for sending this in.
Oxymoron

Budget/Financing, Community Partners, Governance/Board Decision Making, History - Madison Schools, School Climate

Madison School District Administration’s Proposed 2008-2009 Budget Published



The observation of school district budgeting can be fascinating. Numbers are big (9 or more digits) and the politics often significant. Many factors affect such expenditures including, local property taxes, state and federal redistributed tax dollars, enrollment, grants, referendums, new programs, politics and periodically, local priorities. The Madison School District Administration released it’s proposed 2008-2009 $367,806,712 budget Friday, April 4, 2008.
There will be a number of versions between now and sometime next year. The numbers will change.
Allocations were sent to the schools on March 5, 2008 prior to the budget’s public release. MMSD 2008-2009 Budget timeline.
I’ve summarized budget and enrollment information from1995 through 2008-2009 below:

Budget/Financing, College Preparation, Curriculum, Curriculum - Languages, School Climate, Student Support

Madison West High Bids Adieu to Their Writing Lab

Reuben Henriques:

Today, my English teacher shared with our class the quite saddening news that the West High Writing Lab [Ask | clusty | google | Live | Yahoo], a venerable institution of many years, is slated to be cut next year as part of the annual round of budgeting. For those on this listserv who don’t know, the Writing Lab provides a place for students of all grades and abilities to conference one-on-one with an English teacher about their work. Everyone — from the freshman completely lost on how to write his first literary analysis to the AWW alum who wants to run her college application essay by someone — is welcome to stop by during three or four hours of the day as well as before school, during lunch, and after school. I know that in my four years at West, I’ve found this an immeasurably useful resource, not only to help me polish papers for my classes, but also as a way to get editing help on college essays and other extracurricular writing. And judging by the reaction in my English class, I’m far from alone.
Which is why I am so distressed by this development. I’ve always considered the English department, by and large, as one of West’s finest. The array of classes at every ability level is wonderful, and the fact that I’ve been able to take IWW and AWW — two classes designed solely to improve my writing itself — has been great. These classes do a fabulous job of teaching students to write — but an important part of writing well is being able to receive feedback on that writing, being able to dialogue with someone about it, and then being able to “have another swing at things.” But of course, it’s simply impossible for a teacher in any English class to meet, one-on-one, with every student. The Writing Lab has provided a great way for students to ensure that they will have this valuable opportunity.

It would be interesting to find out what’s happening with the high school budget allocations. The only information I’ve found on the 2008-2009 MMSD Budget is this timeline, which mentions that “Allocations & Formula $ to Buildings” occurred on March 5, 2008. The School Board is not scheduled to see the balanced budget until April 3, 2008.
Related:

Budget/Financing

K-12 Tax and Spending Climate

A few articles on the current tax and spending climate:

  • Property Tax Frustration Builds by Amy Merrick:

    In some markets where real-estate values had been rising sharply for years, property taxes are still climbing. That is because it can take a long time for assessments, which commonly are based on a property’s estimated market value, to catch up with the realities of the real-estate market.
    The lag time has led to an outcry to cut property taxes reminiscent of the 1970s, says Gerald Prante, an economist with the Tax Foundation, a nonprofit, nonpartisan research group in Washington.
    “In many cases, incomes were growing faster than property-tax bills in the 1990s,” Mr. Prante says. “Recently, property-tax bills have grown faster than incomes, on average.”
    State and local property-tax collections increased 50% from 2000-06, according to Census Bureau data. During the same time period, the median household income rose 15%, before adjustment for inflation.

    Property taxes supply $65% of the Madison School District’s $349M budget (2007-2008) [Citizen’s Budget with 2.5MB PDF amendments]

  • A look at the progressivity of the Federal Income Tax by Alex Tabarrok:

    Despite all the deductions, loopholes and clever accountants the federal income tax is strongly progressive. Moreover the federal tax system remains progressive even if you include the payroll tax, corporate taxes and excise taxes. The chart below with data from the Congressional Budget Office, shows the effective tax rate by income class from all federal taxes. Effective tax rates are considerably higher on the rich than the poor.
    The effective tax rate is higher on the rich and the rich have more money – put these two things together and we can calculate who pays for the federal government. The final column in the table shows the share of the 2.4 trillion in federal tax revenues that is paid for by each income category.

Dean Mosiman:

School taxes increased more than 7 percent statewide, the biggest increase in 15 years, fueling renewed cries for reform of the state school funding system.
The state school finance system is “broken, ” said Pete Etter, interim superintendent of the tiny Black Hawk School District about 60 miles south of Madison, which had the highest local school property tax increase of any district in the state. “It ‘s not only Black Hawk. It ‘s every district in the state. ”
Critics say the system is flawed because state revenue limits for districts don ‘t grow enough, if at all. If state aid is insufficient, districts must turn to taxpayers, sometimes through referendum.
Dane County range
School taxes — as well as the total tax bill — depend mostly on where you live.

Budget/Financing, School Climate

Wisconsin K-12 Tax & Spending Outlook

Milwaukee Journal-Sentinel Editorial:

Another year and deeper in debt.
No, that’s not some sad-eyed, old country ballad. It’s the state of Wisconsin’s long-term finances.
To pay for highways, buildings and environmental programs over the past decade, the state has increased long-term debt by 87%, a trend that if left unchecked will surely mean increasingly difficult budget decisions down the road.
The Journal Sentinel’s Steven Walters noted in a recent report that the Legislative Fiscal Bureau says the state had $8.28 billion in such debt in 2006, up from $4.41 billion in 1996 (www.jsonline.com/689757). The period studied covered the leadership of Gov. Jim Doyle, a Democrat, and Republicans Scott McCallum and Tommy G. Thompson.
In effect, the governors, with legislative acquiescence, have made politically advantageous decisions to have their favorite programs and pay for them later. It’s basically credit card budgeting.
But the bill always comes due.
As Todd Berry, president of the Wisconsin Taxpayers Alliance, told Walters, the growing debt is a risk. Principal and interest payments on general-obligation bonds will exceed $700 million for the first time this year. Payments on transportation bonds will cost $174 million.
While state officials say the debt load is manageable, a major bond agency, Standard & Poor’s Ratings Services, last week changed its rating outlook from “positive” to “stable.”
Other long-term trends make such budget moves all the more troublesome. Per-capita income in Wisconsin is about $4,000 a year less than in Minnesota, for example, a gap that has widened. And the number of elderly is expected to jump 90% from 702,000 in 2000 to near 1.34 million by 2030 while the percentage of working age people is expected to decline from 61% to 57%, meaning fewer taxpayers supporting more people in need of services. Add to that the need to replace aging roads, bridges and sewers.

Clearly, we are unlikely to see significant increases in redistributed state tax dollars to “rich” school districts like Madison [2007-2008 Citizen’s Budget].
Related: K-12 Tax & Spending Climate:

According to the Wisconsin DPI, per student spending in Wisconsin has increased by 5.1% annually, since 1987. The Madison School District increased at a 5.25% rate during that time. Clearly, our public schools are attempting to address more issues than ever, from academics to breakfast, special education and health care.

Budget/Financing, Governance/Board Decision Making, What Can I Do?

Madison School District Proposed Final 2007-2008 Budget: $349M

The Madison School District’s Administration proposed a $349,562,776 final 2007-2008 budget last night [$14,404.26/student (24,268)]. This represents an increase of $10,136,058 from the adopted current year budget ($339,427,718). It also represents a $16,460,911 increase (4.94%) over the 2006-2007 revised budget. [Citizen’s Budget]
MMSD Budget Amendments and Tax Levy Adoption for 2007-2008 11.6MB PDF
It will be interesting to see where these additional funds are spent. Send your thoughts to the Madison School Board: comments@madison.k12.wi.us
Superintendent Rainwater mentioned last night that 55 additional students “open enrolled” out of the MMSD this year, taking their spending authority with them. The numbers are evidently “trending up”.

Budget/Financing, Governance/Board Decision Making

Madison School Board Discussion of Fund 80 Based Community Partnerships

Monday evening’s Madison School Board meeting included a fascinating and quite useful discussion of the way in which the district “grants” money to (or creates partnerships with) local groups via Fund 80 (Fund 80, or “Community Services” is money sourced from local property taxes that lives outside the state revenue caps. This means that Fund … Continue reading Madison School Board Discussion of Fund 80 Based Community Partnerships →

Budget/Financing

Georgia’s “Appropriate Education” Financial Definition

Jim Wooten: The work done by former state representative and school board member Dean Alford and others is groundbreaking. Three efforts are especially striking. One — important but not all that novel — is to determine precisely how much money is needed to produce an educated child. Final numbers are about a month away, but … Continue reading Georgia’s “Appropriate Education” Financial Definition →

Budget/Financing

Madison School District Talented & Gifted Spending vs. Total Budget

Madison United for Academic Excellence has a meeting this evening: Out of Level Testing Opens Doors of Opportunity, Midwest Academic Talent Search—MATS),” 7:00 p.m. McDaniels Auditorium, Doyle Administration Building, 545 W. Dayton Street. [Map] This chart presents a useful opportunity to review spending via the handy $339M+ MMSD Citizen’s Budget for 2007-2008 (The citizen’s budget … Continue reading Madison School District Talented & Gifted Spending vs. Total Budget →

Budget/Financing, School Climate, Special Education

Madison Schools’ Special Ed Reductions

Andy Hall: But when students resume classes in the fall, fewer special education teachers like Bartlett will be available to work with Karega and 228 other of the Madison School District’s 3,600 special education students. That’s because the School Board last week voted to save $2.2 million in the 2007-08 school year — by far … Continue reading Madison Schools’ Special Ed Reductions →

Budget/Financing, Community Partners, Elections, Events, Governance/Board Decision Making, History - Madison Schools, School Climate, What Can I Do?

Deficit Spending: Declining Madison School District Equity Fund Balance

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Fund Balance as Percent of General Fund Expenditures FY 2000 Thru FY 2006Source: Wisconsin Taxpayers Alliance FY 00 FY 01 FY 02 FY 03* FY 04 FY 05 FY 06* K-8 AVERAGE 22.4% 15.7% 20.3% 18.0% 20.2% 20.0% 18.6% UHS AVERAGE 24.1% 22.3% 23.6% 21.2% 25.8% 25.4% 22.6% K-12 AVERAGE 15.2% 23.9% 15.1% 13.8% 14.5% … Continue reading Deficit Spending: Declining Madison School District Equity Fund Balance →

Budget/Financing, Governance/Board Decision Making, History - Madison Schools, School Climate

MMSD’s Proposed Private School Busing Reductions

37 Comments

Susan Troller: Catholic school parents and administrators are upset by proposed Madison school district budget cuts that would eliminate the bus service they receive to get their kids to school. But the school district is hoping to trim nearly $230,000 from its budget by offering more than $162,000 directly to parents to transport their children … Continue reading MMSD’s Proposed Private School Busing Reductions →

Budget/Financing

Lucy Mathiak’s Proposed 2007 – 2008 MMSD Budget Amendments

2 Comments

Madison School Board member Lucy Mathiak’s proposed 2007 / 2008 MMSD budget amendments. The 07/08 budget will grow from $333M+ on 06/07 to $339M+. Much more on the budget, here. 2006 / 2007 MMSD citizen’s budget [2007 / 2008 35K PDF – thanks to Chan S. for sending this link in] Lucy mentioned that she … Continue reading Lucy Mathiak’s Proposed 2007 – 2008 MMSD Budget Amendments →

Budget/Financing, Elections, Governance/Board Decision Making, History - Madison Schools, School Climate, Special Education, Staff Support, Student Support, Teacher Support

Hard MMSD Budget Still Has Wiggle Room

3 Comments

Scott Milfred: It’s a contentious fact that has run through so many Madison School Board races and referendums in recent years: Madison schools spend a lot — $12,111 per student during the 2005-06 school year. If the district is spending that much, how can it be in crisis? The answer is complex and a bit … Continue reading Hard MMSD Budget Still Has Wiggle Room →

Budget/Financing, Community Partners, Curriculum, Elections, Governance/Board Decision Making, History - Madison Schools, School Climate

Madison Superintendent’s 2007-2008 Proposed Budget Changes

Art Rainwater on the reductions in increases to the proposed 2007-2008 MMSD Budget [1.4MB PDF]: Dear Board of Education, The attached is my recommendation for the service reductions required to balance the budget for 2007-2008. They are provided to you for review in advance of my Recommended Balanced Budget for 2007-2008 which will be available … Continue reading Madison Superintendent’s 2007-2008 Proposed Budget Changes →