HomeMy WebLinkAboutWA Power Point Presentation - JF edits 08-10-151
Completed - Phase 1 expansion (estimated 832 students) & continued
community growth
o Budget reflects Council decisions based on 2012 - WA Facility Master
Plan (FMP) recommendation
•Phase 1 = Three (3) new buildings - Secondary Classrooms, Multi-
Purpose Hall, and Athletic Field House
•Guided by enrollment projections and 5-year forecast indicating
projected enrollment of 820 in FY14/15 and 830 in FY15/16
o Future enrollment would be managed by attrition/graduation to ensure
adequate space for primary boundary residents until funding was available
for Phase 2 of the FMP
•Phase 2 would require additional enrollment increases and capital
costs, which are not currently funded.
12/23/2015 Westlake Academy – Proposed Budget FY 15/16 2
Budget document prepared according to BOT policies and
conservative revenue projections – utilized projections from
FY 14/15
Service Level Adjustments (SLA’s) developed and linked to
Tier Two Strategy Map
Staff monitored final outcome from legislative session, has
some recommended changes from budget retreat
Projections hold WAF funding flat
Growth of fund balance to 51 days
12/23/2015 3 Westlake Academy – Proposed Budget FY 15/16
Increase Staff Retention
Improve Communication
Continued Emphasis on Academic Excellence
Continued Importance of Town and WAF Contributions
12/23/2015 4 Westlake Academy – Proposed Budget FY 15/16
Basic Assumptions:
o 18 students per class in Kindergarten through G5
o 23-24 students per section in G6-G12
o Average Daily Attendance rate of 97%
Revenues:
o 100% use of WAF Annual Program revenues (proposed $1.1 million)
o Slight increase in FSP funding in FY 2015/16 and held flat going forward
Payroll & Related Expenditures:
o Personnel costs are estimated to increase an estimated 1% each year
Operating Expenditures:
Per BOT Policy - will only increase if revenues increase
o Professional Services
o Supplies & Materials
o Other Operating Costs
12/23/2015 5 Westlake Academy – Proposed Budget FY 15/16
12/23/2015 6 Westlake Academy – Proposed Budget FY 15/16
Estimated Proposed $ Increase % Increase
FY 2014/15 FY 2015/16 (Decrease) (Decrease)
Revenues $ 7,699,024 $ 7,941,626 $ 242,602 3%
Expenditures (7,570,239) (7,851,666) (281,427) 4%
Other Resources 45,000 45,000 - 0%
Other Uses (45,000) (45,000) - 0%
EXCESS REVENUES OVER(UNDER)
EXPENDITURES 128,785 89,960 (38,825) -30%
FUND BALANCE BEGINNING 1,024,517 1,153,302 128,785 13%
FUND BALANCE ENDING 1,153,301 1,243,262 89,960 8%
Assigned (113,650) (113,650) - 0%
FUND BALANCE ENDING (Unassigned) $ 1,016,952 $ 1,106,912 $ 89,960 9%
# Days Operating (Based on 365) 49 51 2 5%
Daily Operating Expenditure $20,740 $21,511 $771 4%
TEA Funding per Student $7,026 $7,085 $59 1%
Operating Cost per Student $9,323 $9,437 $114 1%
Employee Staffing 91.80 95.56 3.76 4%
Student Teacher Ratio 8.85 8.79 (0.05) -1%
Operating Revenues $7,941,626
o 3% increase of $242,602 from FY14/15 estimated
Operating Expenditures $7,851,666
o 4% increase of $281,427 from FY14/15 estimated
Excess Revenues over
(under) Expenditures $ 89,960
7 12/23/2015 Westlake Academy – Proposed Budget FY 15/16
FY14/15 Estimated
o Ending Fund Balance (unassigned) $1,016,951
FY15/16 Proposed
o Ending Fund Balance (unassigned) $1,106,912
Fund Balance Increased $ 89,960
o 7% increase from FY14/15 estimated
o Operating Days 51
8 12/23/2015 Westlake Academy – Proposed Budget FY 15/16
*Thomas E. Brymer
Superintendent of Schools
Dr. Mechelle Bryson
Executive Principal
*Amanda DeGan
Assistant Town Manager
Alan Burt
Assistant Principal and Director of Athletics
*Debbie Piper
Director of Finance
Stacy Stoyanoff
DP Principal
*Troy Meyer
Director of Facilities
Dr. Andra Barton
Middle Years Principal
*Jason Power
Director of Information Technology
Terri Watson
MYP Coordinator
*Ginger Awtry
Director of Communications & Community Affairs
Rod Harding
Primary Years Principal
*Todd Wood
Director of Human Resources and Admin Services
Alison Schneider
PYP Coordinator
*Asterisk denotes shared services
personnel between the academic
and municipal service teams of
the Town of Westlake.
Jennifer Furnish
Student Services Administrator
Dr. Shelly Myers
Executive Director of the WAF
& Director of Development
Westlake Academy – Proposed Budget FY 15/16 12/23/2015 9
MISSION
“Westlake Academy is an IB World School whose
mission is to provide students with an
internationally minded education of the highest
quality, so they are well-balanced and respectful
life-long learners.”
Westlake Academy – Proposed Budget FY 15/16
VALUES
Maximizing Personal Development
Academic Excellence
Respect for Self and Others
Personal Responsibility
Compassion and Understanding
12/23/2015 10
VISION
“Westlake Academy inspires college bound
students to achieve their highest individual
potential in a nurturing environment that fosters
the traits found in the IB learner profile.”
~ Inquirers, Knowledgeable, Thinkers,
Communicators, Principled, Open-minded, Caring,
Risk-takers, Balanced, and Reflective~
DESIRED OUTCOMES
High Student Achievement
Strong Parent & Community Connections
Financial Stewardship & Sustainability
Student Engagement-Extracurricular Activities
Effective Educators & Staff
12/23/2015 11 Westlake Academy – Proposed Budget FY 15/16
Estimated Proposed $ Increase % Increase
FY 2014/15 FY 2015/16 (Decrease) (Decrease)
Operating
Expenditures $ 7,255,239 $ 7,536,666 $ 281,427 3.88%
Municipal-Transfer to
WA Operating Budget 315,000 315,000 - 0.00%
Total Academic Costs 7,570,239 7,851,666 281,427 3.72%
Annual Debt Service
(Municipal budget) 1,857,674 1,856,591 (1,083) -0.06%
Major Maintenance
and Replacement 393,800 271,330 (122,470) -31.10%
In-direct
Operating Costs 579,537 579,492 (45) -0.01%
Total Municipal Costs 2,831,011 2,707,413 (123,598) -4.37%
TOTAL EXPENDITURE COSTS $ 10,401,250 $ 10,559,079 $ 157,829 1.52%
Number of Students 812 832 20 2.46%
Expenditure Cost per Student $ 12,809 $ 12,691 $ (118) -0.92%
The shared services model that the Academy operates under with the umbrella of the Town of
Westlake provides for our administrative services.
12/23/2015 12
The Academy’s State funding per pupil peaked in FY 09/10 with cuts in the following two years due
to state budget short-falls. The state increased funding by approximately four percent (4%) in 2013.
In FY 2015/16, the Academy anticipates that state funding will increase slightly from FY 2014/15.
Westlake Academy – Proposed Budget FY 15/16
$7
,
2
7
9
$7
,
0
7
3
$6
,
7
3
6
$6
,
8
1
7
$6
,
9
8
0
$7
,
0
2
6
$7
,
0
8
5
$8
,
1
3
4
$7
,
6
1
7
$6
,
9
6
2
$6
,
9
1
0
$7
,
0
3
2
$7
,
0
2
0
$7
,
0
8
5
FY 09/10 FY 10/11 FY 11/12 FY 12/13 FY 13/14 FY 14/15
Estimated
FY 15/16
Proposed
Average State Funding / Student Adjusted for Inflation
$0
$1
$2
$3
$4
$5
$6
$7
$8
FY 09/10 FY 10/11 FY 11/12 FY 12/13 FY 13/14 FY 14/15
Estimated
FY 15/16
Proposed
$3.67 $3.93 $4.36 $4.65 $5.19
$6.07 $6.29
$0.43 $0.52
$0.67 $0.74
$0.85
$1.10 $1.10
Mi
l
l
i
o
n
s
Gifts & Donations
Interest Earned
Food Services
Transportation/Parking
Other Local Revenue
WAF Fund-an-Item
WAF Salary Reimbursement
Athletic Activities
Town Contribution
WAF Blacksmith
State Revenue
12/23/2015 13
State funding was 86% of General Fund revenues in FY 09/10 and are currently approximately 79%, for
FY 15/16. Westlake Academy Foundation contributions have climbed from less than 10% to
approximately 14% of the Academy’s total General Fund Revenues in FY 2015/16.
Westlake Academy – Proposed Budget FY 15/16
12/23/2015 14
Blacksmith revenues represent approximately 14% of the Academy’s total revenue. These dollars are
allocated to faculty and staff salaries and benefits, which comprise over three-quarters of the total
operating budget. Per the WAF Executive Director, revenues will remain flat for the proposed FY 15/16.
Westlake Academy – Proposed Budget FY 15/16
$0
$200
$400
$600
$800
$1,000
$1,200
FY 09/10 FY 10/11 FY 11/12 FY 12/13 FY 13/14 FY 14/15
Estimated
FY 15/16
Proposed
$431
$524
$680
$800 $851
$1,100 $1,100
Th
o
u
s
a
n
d
s
12/23/2015 15 Westlake Academy – Proposed Budget FY 15/16
5xxx Revenues $ 242,602
o3% increase
61xx Salaries & Related $ 389,003
o7% increase
62xx Contracted Services $(153,094)
o14% decrease
63xx Supplies & Materials $ 53,336
o12% increase
64xx Other Operating $ (7,818)
o2% decrease
12/23/2015 16 Westlake Academy – Proposed Budget FY 15/16
Citizen, Student, Stakeholder
Increase the Future Readiness of All Students $7,569 20%
Increase Stakeholder Satisfaction $18,923 50%
Enhance Westlake Academy's Unique Sense of Place $11,354 30%
$ 37,845
Financial Stewardship
Increase External Revenue Sources -$96,440 37%
Improve Financial Stewardship -$144,659 63%
$ (241,099)
Academic Operations
Optimize Student Potential $13,162 22%
Improve the EfficiencIes of Operational Systems $8,775 15%
Strengthen Our Westlake Academy Future $15,138 25%
Strengthen IB Philosophy & Implementation $22,707
$ 59,782
People, Facilities & Technology
Attract, Recruit, Retain & Develop the Highest Quality Workforce $389,003 31%
Increase the Capacity of Teachers and Staff $14,995 61%
Improve Technology, Facilities & Equipment $20,901 8%
$ 424,899
Grand Total $ 281,427
12/23/2015 17 Westlake Academy – Proposed Budget FY 15/16
12/23/2015 18
The employee growth is directly correlated with the growth in student population. The school offered G1 – G6
in 2003 and has grown by one grade each year. The academy strives to maintain 18 students per class in
Kindergarten thru grade 5 and 23-24 students in grade 6 thru grade 12.
Westlake Academy – Proposed Budget FY 15/16
FY 09/10 FY 10/11 FY 11/12 FY 12/13 FY 13/14 FY 14/15 FY 15/16
Proposed
56.12
60.94
70.03 73.57
78.68
91.80 95.56
12/23/2015 19 Westlake Academy – Proposed Budget FY 15/16
0
25
50
75
100
FY 09/10
Actual
FY 10/11
Actual
FY 11/12
Actual
FY 12/13
Actual
FY 13/14
Actual
FY 14/15
Actual
FY 15/16
Proposed
5.85 5.50 5.00 6.50 8.00 9.50 9.00
33.62 37.65 43.65 43.90 47.31
55.40 58.31
16.05 17.19
19.78 21.57 21.77
24.90 25.25
0.60 0.60
1.60 1.60 1.60
2.00 3.00
Maintenance
Support Staff
Teachers
Administrative
This chart breaks down the number of employees by job function, primary school teachers, secondary school
teachers, instructional administration, etc. Growth in the number of employees has been primarily the result of the
school expanding the number of students as it matured into a full K through Grade 12 campus.
12/23/2015 20 Westlake Academy – Proposed Budget FY 15/16
Function Position Description Payroll Impact
11 DP Math Teacher $32,670
11 DP Chemistry Teacher $33,490
11 DP English Teacher $29,636
51 Facilities Maintenance Tech $32,925
52 Crossing Guards $5,695
11 MYP Math Teacher $74,581
53 I.T. Technician $53,972
11 Speech Pathologist $27,241
NEW POSITIONS $290,211
31 College Counselor/SL Dir $81,654
31 MYP Academic Dean $6,207
21 PYP Coordinator (+10 days) $3,159
21 MYP Coordinator (+10 days) $3,077
23 DP Principal & Coordinator $13,644
51 Facilities Payroll Adjustment $1,474
51 Facilities Payroll Adjustment $1,175
23 MYP Principal $55,000
53 I.T. Coordinator $7,893
POSITION CHANGES $173,283
GRAND TOTAL $463,494
Description Payroll Impact
Reduction in Personnel -$220,467
Insurance Contribution $15,675
Scale incease (Median -3.5%) $130,301
Other Changes Total -$74,491
Total Payroll Increase
$389,003
7% increase
from FY14/15 Estimate
12/23/2015 21
In FY 14/15, salaries were adjusted by two percent (2%). In FY 15/16, staff is recommending a
realignment of the salary scale, making each step equally comparable to the surrounding market.
This realignment would result in an average salary increase of 3.9% from FY 14/15, and would
be 3.5% below the estimated median average.
Westlake Academy – Proposed Budget FY 15/16
WA ISDs WA ISDs WA ISDs WA ISDs
FY 12/13 FY 13/14 FY 14/15 FY 15/16
$51.3
$53.1
$52.0
$54.0
$52.8
$55.2
$54.0
$56.6
12/23/2015 22
Enrollment is anticipated to increase by 20 students in the FY 15/16 school year. The increase is the result
of completing Phase 1 of the Academy Master Plan. We anticipate enrollment in future school years to
remain flat (as approved by Board and Council based on the Phase 1 master plan Resolution 12-37 dated
11 -12-2012) or until funding for additional facilities is made available.
Westlake Academy – Proposed Budget FY 15/16
FY 09/10 FY 10/11 FY 11/12 FY 12/13 FY 13/14 FY 14/15 15/16 Proposed
491 530
630 658 697
812 832
12/23/2015 23
There are over 2,000 students on the lottery waiting list. A 184% increase of 1,556 since FY09/10
Westlake Academy – Proposed Budget FY 15/16
FY 09/10 FY 10/11 FY 11/12 FY 12/13 FY 13/14 FY 14-15 FY 15-16
844
705
1,027
2128 2194 2177
2400
12/23/2015 24
The number of students attending the Academy, who reside in Westlake, has decreased by 2% since
FY 10/11. Staff will continue to manage additional growth at the Academy through student attrition
until it becomes necessary to implement Phase II of the Facility Master Plan.
Westlake Academy – Proposed Budget FY 15/16
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
530 630 658 697 812 832
FY 10/11 FY 11/12 FY 12/13 FY 13/14 FY 14/15
Estimated
FY 15/16
Proposed
371 460 461 425
586 599
159 170 197 272 226 233
Secondary Boundary Primary Boundary
70% 73% 70% 61%
72% 72%
30% 27% 30% 39%
28% 28%
12/23/2015 25 Westlake Academy – Proposed Budget FY 15/16
Proposed Projected Projected Projected Projected
FY 15/16 FY 16/17 FY 17/18 FY 18/19 FY 19/20
Total Revenues 7,941,626 7,942,058 7,950,784 7,955,332 7,959,984
Total Expenditures 7,851,666 7,910,415 7,879,949 7,949,669 8,020,088
Excess Revenues Over(Under) Expenditures 89,960 31,643 70,836 5,663 (60,103)
FUND BALANCE BEGINNING 1,153,302 1,243,262 1,274,905 1,345,741 1,351,404
FUND BALANCE ENDING 1,243,262 1,274,905 1,345,741 1,351,404 1,291,301
Assigned 136,350 136,350 136,350 136,350 136,350
FUND BALANCE ENDING (Unassigned) $ 1,106,912 $ 1,138,555 $ 1,209,391 $ 1,215,054 $ 1,154,951
Number of Operating Days (365) 51 53 56 56 53
Dollars per Operating Day $ 21,511 $ 21,672 $ 21,589 $ 21,780 $ 21,973
Total Students Enrolled 832 832 832 832 832
TEA Funding per Student $ 7,085 $ 7,085 $ 7,085 $ 7,085 $ 7,085
Operating Cost per Student 9,437 9,508 9,471 9,555 9,640
Employee Staffing 95.56 95.56 95.56 95.56 95.56
Student Teacher Ratio 8.79 8.79 8.79 8.79 8.79
12/23/2015 26 Westlake Academy – Proposed Budget FY 15/16