Middle School Percent Worksheets - Excel

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					Gill Montague Regional School District                                        District summary                          Key information
Preliminary Budget                                                                                                          page 1 of 9


Massachusetts Department of Elementary and Secondary Education
FY10 Chapter 70, Preliminary
    674 GILL MONTAGUE
         Comparison to FY09
                                          FY09             FY10            Change       Pct Chg
         Enrollment                                1,156           1,119        -37       -3.20%
         Foundation budget                    10,694,903    10,857,389      162,486       1.52%
         Required district contribution        5,178,227     5,267,839       89,612       1.73%
         Chapter 70 aid                        6,433,023     6,433,023              0     0.00%
         Required net school spending         11,611,250    11,700,862       89,612       0.77%


         C70 target aid share of foundation      54.97%           51.75%
         C70 actual pct of foundation            60.15%           59.25%
         NSS as pct of foundation               108.57%       107.77%




C:\Docstoc\Working\pdf\5bb61c48-dc53-4480-bd98-347fee1c35a8.xls                                    Prepared by K. Rocke, Superintendent
all information from DESE Excel spreadsheets                                                                                 3/18/2011
Gill Montague Regional School District                                                     Foundation budget calculation                                                                            Key information
Preliminary Budget                                                                                                                                                                                      page 2 of 9


Massachusetts Department of Elementary and Secondary Education
Office of School Finance

FY10 Chapter 70 Foundation Budget, Preliminary
 674 GILL MONTAGUE
                                                                                                                               --- Incremental Costs Above
                                 -------------------------------------- Base Foundation Components ----------------------------------------------------------- The Base ------
                           (1)       (2) (3)              (4)          (5)         (6)        (7) (8) (9)            (10) (11)             (12)          (13)          (14)
                           Pre-       ------ Kindergarten ------        Jr High/   High       ELL ELL ELL            Voca- Special Ed Special Ed          ---- Low Income ----
                           School           Full-Day
                                     Half-Day             Elementary Middle        School     PK K Half F - 12
                                                                                                        K            tional In District    Out of Dist Elem            Other       TOTAL*
     Foundation Enrollment        12     0            94          370          281        343    0   0           25       0            42            11           298          179          1,119

     1 Administration          2,070     0      32,423     127,624       96,925     118,311     0    0       8,623      0      99,987       26,187              0             0         512,151
       Instructional
     2 Leadership              3,738     0      58,561     230,506      175,060     213,686     0    0     15,575       0            0            0             0             0         697,126
       Classroom and
     3 Specialist Teachers    17,140     0     268,520 1,056,927        706,372 1,267,978       0    0    107,553       0     329,934             0      765,869       347,543        4,867,836
       Other Teaching
     4 Services                4,396     0      68,869     271,081      148,199     150,601     0    0     14,646       0     308,054          400              0             0         966,246
       Professional
     5 Development               678     0      10,625      41,829       34,437      40,755     0    0       3,826      0      15,916             0       16,858        10,126          175,048
       Instructional
     6 Equipment & Tech        2,481     0      38,864     152,977      116,179     226,905     0    0     10,336       0      13,892             0             0             0         561,634
       Guidance and
     7 Psychological           1,247     0      19,538      76,905       77,753     118,970     0    0       6,918      0            0            0             0             0         301,329
     8 Pupil Services            496     0       7,774      45,895       56,931     160,250     0    0       3,101      0            0            0             0             0         274,446
       Operations and
     9 Maintenance             4,759     0      74,564     293,495      241,654     286,007     0    0     26,847       0     111,691             0      118,282        71,049        1,228,349
       Employee
       Benefits/Fixed
    10 Charges                 4,290     0      67,210     264,561      191,038     224,037     0    0     22,487       0     126,532            0        77,739        46,696        1,024,590
    11 Special Ed Tuition          0     0           0           0            0           0     0    0          0       0           0      248,634             0             0          248,634

    12 Total                  41,294     0     646,948 2,561,799      1,844,549 2,807,500       0    0    219,911       0   1,006,007      275,221       978,748       475,413       10,857,389

                                                                                                                                                                    Foundation
       Wage Adjustment                                                                                                                                              Budget Per
    13 Factor                 100.0%                                                                                                                                Pupil                   9,703

*      Total foundation enrollment does not include columns 11 through 14, because those columns represent increments above the base. The pupils are already counted in columns 1 to 10.
       Total foundation enrollment assigns pupils in pre-kindergarten and half-time kindergarten an enrollment count of .5.
       Special education in-district headcount is an assumed percentage, representing 3.75 percent of K to 12 non-vocational enrollment and 4.75 percent of vocational enrollment.
       Special education out-of-district headcount is also an assumed percentage, representing 1 percent of non-vocational K-12 enrollment.
       Low income headcounts are the number of pupils in columns 1 through 10 who are eligible for free or reduced lunch.
       Each component of the foundation budget represents the enrollment on line 1 multiplied by the appropriate state-wide foundation allotment.
       The wage adjustment factor is applied to underlying rates in all functions except instructional equipment, benefits and special education tuition.




C:\Docstoc\Working\pdf\5bb61c48-dc53-4480-bd98-347fee1c35a8.xls                                                                                                              Prepared by K. Rocke, Superintendent
all information from DESE Excel spreadsheets                                                                                                                                                           3/18/2011
Gill Montague Regional School District                           District required contribution                                                    Key information
Preliminary Budget                                                                                                                                     page 3 of 9




Massachusetts Department of Elementary and Secondary Education
FY10 Chapter 70, Preliminary
Regional District Enrollment and Contributions by Member City or Town



   674                                                Gill-Montague Regional School District

                                         Foundation Enrollment                             Required Minimum Contribution
  LEA
           Member town                                       percent                                                             percent
  code                        FY09       FY10      Change                      FY09               FY10            Change
                                                             change                                                              change

   106     GILL                   188        185        -3       -1.60%    $     845,044     $     886,011    $      40,967           4.85%

   192     MONTAGUE               968        934       -34       -3.51%    $   4,333,183     $    4,381,828   $      48,645           1.12%

      District totals           1,156      1,119       -37       -3.20%    $   5,178,227     $    5,267,839   $      89,612           1.73%




C:\Docstoc\Working\pdf\5bb61c48-dc53-4480-bd98-347fee1c35a8.xls                                                               Prepared by K. Rocke, Superintendent
all information from DESE Excel spreadsheets                                                                                                            3/18/2011
Gill Montague Regional School District                                 Gill - required contribution                                                      Key information
Preliminary Budget                                                                                                                                           page 4 of 9




Massachusetts Department of Elementary and Secondary Education
Determination of City and Town Total Required Contribution FY10

 106 GILL

                            Effort Goal                                                      FY10 Increments Toward Goal

  1)   2008 equalized valuation                          159,702,300   13)   Required local contribution FY09                                  913,021
  2)   Property percentage                                  0.3003%    14)   Municipal revenue growth factor (DOR)                              1.13%
  3)   Local effort from property wealth                     479,576   15)   FY10 preliminary contribution (13 x 14)                           923,338
  4)   2006 income                                        30,579,000   16)   Preliminary contribution pct of foundation (15/8)                 48.39%
  5)   Income percentage                                    1.5189%                If preliminary contribution is above the target share:
  6)   Local effort from income                              464,454   17)   Excess local effort (15 - 10)
  7)   Combined effort yield (row 3+ row 6)                  944,030   18)   25% reduction toward target (17 x 25%)
  8)   Foundation budget FY10                              1,907,978   19)   FY10 required local contribution (15 - 18)
  9)   Maximum local contribution (82.5% * row 8)          1,574,082   20)   Contribution as percentage of foundation (19 / 8)
 10)   Target local contribution (lesser of row 7 or row 9) 944,030                If preliminary contribution is below the target share:
 11)   Target local share (row 10 as % of row 8)             49.48%    21)   Shortfall from target local share (11 - 16)                        1.08%
 12)   Target aid share (100% minus row 11)                  50.52%    22)   Added increment toward target (13 x 1% or 2%)*                          0
                                                                             *1% if shortfall is between 5% and 10%; 2% if shortfall > 10%
                                                                       24)   Shortfall from target after adding increment (10 - 15 - 22)        20,692
                                                                       25)   95% of FY08 actual contribution (reg'l allocation sheet, row 1) 1,239,449
                                                                       26)   Lesser of target or 95% of FY08 contribution (10 or 25)           944,030
                                                                       27)   Increment to reach target or 95% of FY08 (26 - 15 - 24)            20,692
                                                                       28)   FY10 required local contribution (15 + 22 + 27)                   944,030
                                                                       29)   Contribution as percentage of foundation (28 / 8)                 49.48%




C:\Docstoc\Working\pdf\5bb61c48-dc53-4480-bd98-347fee1c35a8.xls                                                                  Prepared by K. Rocke, Superintendent
all information from DESE Excel spreadsheets                                                                                                               3/18/2011
Gill Montague Regional School District                                 Montague - required contribution                                                     Key information
Preliminary Budget                                                                                                                                              page 5 of 9




Massachusetts Department of Elementary and Secondary Education
Determination of City and Town Total Required Contribution FY10

 192 MONTAGUE

                            Effort Goal                                                        FY10 Increments Toward Goal

  1)   2008 equalized valuation                          765,320,700     13)    Required local contribution FY09                                4,805,958
  2)   Property percentage                                  0.3003%      14)    Municipal revenue growth factor (DOR)                              1.55%
  3)   Local effort from property wealth                   2,298,211     15)    FY10 preliminary contribution (13 x 14)                         4,880,450
  4)   2006 income                                       167,146,000     16)    Preliminary contribution pct of foundation (15/8)                 48.44%
  5)   Income percentage                                    1.5189%                   If preliminary contribution is above the target share:
  6)   Local effort from income                            2,538,721     17)    Excess local effort (15 - 10)                                      43,518
  7)   Combined effort yield (row 3+ row 6)                4,836,932     18)    25% reduction toward target (17 x 25%)                             10,880
  8)   Foundation budget FY10                             10,075,889     19)    FY10 required local contribution (15 - 18)                      4,869,571
  9)   Maximum local contribution (82.5% * row 8)          8,312,608     20)    Contribution as percentage of foundation (19 / 8)                   48.33
 10)   Target local contribution (lesser of row 7 or row 9)4,836,932                  If preliminary contribution is below the target share:
 11)   Target local share (row 10 as % of row 8)             48.01%      21)    Shortfall from target local share (11 - 16)
 12)   Target aid share (100% minus row 11)                  51.99%      22)    Added increment toward target (13 x 1% or 2%)*
                                                                                *1% if shortfall is between 5% and 10%; 2% if shortfall > 10%
                                                                         24)    Shortfall from target after adding increment (10 - 15 - 22)
                                                                         25)    95% of FY08 actual contribution (reg'l allocation sheet, row 1)
                                                                         26)    Lesser of target or 95% of FY08 contribution (10 or 25)
                                                                         27)    Increment to reach target or 95% of FY08 (26 - 15 - 24)
                                                                         28)    FY10 required local contribution (15 + 22 + 27)
                                                                         29)    Contribution as percentage of foundation (28 / 8)




C:\Docstoc\Working\pdf\5bb61c48-dc53-4480-bd98-347fee1c35a8.xls                                                                     Prepared by K. Rocke, Superintendent
all information from DESE Excel spreadsheets                                                                                                                  3/18/2011
Gill Montague Regional School District                               Gill - apportionment of local contribution across school districts                                 Key information
Preliminary Budget                                                                                                                                                          page 6 of 9




        Massachusetts Department of Elementary and Secondary Education
        FY10 Chapter 70, Preliminary

                                                           Apportionment of Local Contribution Across School Districts

                                                                                                                                                         COMBINED
                                                                                                                                GILL        FRANKLIN
 106                                                        GILL                                                       GILL                              TOTAL ALL
                                                                                                                              MONTAGUE       COUNTY
                                                                                                                                                         DISTRICTS

                                                                        Prior Year Data (for comparison purposes)

    1   FY08 actual local contribution*                                                                                         1,230,918       73,765      1,304,683
    2   FY09 foundation enrollment                                                                                                    188           10            198
    3   FY09 foundation budget                                                                                                  1,738,935      139,884      1,878,819
    4   Each district's share of municipality's combined FY09 foundation                                                          92.55%        7.45%        100.00%
    5   FY09 required contribution                                                                                                845,044       67,977        913,021

                                                       Apportionment of FY10 contribution among community's districts

        FY10 total unapportioned required contribution ("municipal contribution" sheet row
    6   19 or 28)                                                                                                                                             944,030
    7   FY10 foundation enrollment                                                                                                    185            8            193
    8   FY10 foundation budget                                                                                                  1,790,715      117,263      1,907,978
    9   Each district's share of municipality's total FY10 foundation                                                             93.85%        6.15%        100.00%
   10   FY10 required contribution apportioned using row 9 percentages                                                            886,011       58,019        944,030
   11   Essex Agricultural adjustment
   12   Required district contribution FY10 ( lines 10 + 11)                                                                     886,011        58,019        944,030
   13   Change FY09 to FY10 (12 - 5)                                                                                              40,967        -9,958         31,009


        *actual contributions as reported to ESE on each district's End of Year Financial Report, Schedules 2 and 19




C:\Docstoc\Working\pdf\5bb61c48-dc53-4480-bd98-347fee1c35a8.xls                                                                                   Prepared by K. Rocke, Superintendent
all information from DESE Excel spreadsheets                                                                                                                                3/18/2011
Gill Montague Regional School District                          Montague - apportionment of local contribution across school districts                                     Key information
Preliminary Budget                                                                                                                                                             page 7 of 9




        Massachusetts Department of Elementary and Secondary Education
        FY10 Chapter 70, Preliminary

                                                            Apportionment of Local Contribution Across School Districts

                                                                                                                                                            COMBINED
                                                                                                                       MONTAGU      GILL        FRANKLIN
 192                                                    Montague                                                                                            TOTAL ALL
                                                                                                                          E       MONTAGUE       COUNTY
                                                                                                                                                            DISTRICTS

                                                                        Prior Year Data (for comparison purposes)

    1   FY08 actual local contribution*                                                                                   7,395     6,607,159     649,379      7,263,933
    2   FY09 foundation enrollment                                                                                            1           968          69          1,038
    3   FY09 foundation budget                                                                                           11,943     8,955,968     965,202      9,933,113
    4   Each district's share of municipality's combined FY09 foundation                                                 0.12%        90.16%       9.72%        100.00%
    5   FY09 required contribution                                                                                        5,779     4,333,183     466,996      4,805,958

                                                       Apportionment of FY10 contribution among community's districts

        FY10 total unapportioned required contribution ("municipal contribution" sheet row
    6   19 or 28)                                                                                                                                              4,869,571
    7   FY10 foundation enrollment                                                                                            1           934          68          1,003
    8   FY10 foundation budget                                                                                           12,481     9,066,674     996,734     10,075,889
    9   Each district's share of municipality's total FY10 foundation                                                    0.12%        89.98%       9.89%        100.00%
   10   FY10 required contribution apportioned using row 9 percentages                                                    6,032     4,381,828     481,711      4,869,571
   11   Essex Agricultural adjustment
   12   Required district contribution FY10 ( lines 10 + 11)                                                              6,032     4,381,828     481,711      4,869,571
   13   Change FY09 to FY10 (12 - 5)                                                                                        253        48,645      14,715         63,613


        *actual contributions as reported to ESE on each district's End of Year Financial Report, Schedules 2 and 19




C:\Docstoc\Working\pdf\5bb61c48-dc53-4480-bd98-347fee1c35a8.xls                                                                                      Prepared by K. Rocke, Superintendent
all information from DESE Excel spreadsheets                                                                                                                                   3/18/2011
Gill Montague Regional School District     Montague - apportionment of local contribution across school districts                        Key information
Preliminary Budget                                                                                                                           page 8 of 9




C:\Docstoc\Working\pdf\5bb61c48-dc53-4480-bd98-347fee1c35a8.xls                                                     Prepared by K. Rocke, Superintendent
all information from DESE Excel spreadsheets                                                                                                  3/18/2011
Gill Montague Regional School District     Montague - apportionment of local contribution across school districts                        Key information
Preliminary Budget                                                                                                                           page 9 of 9




C:\Docstoc\Working\pdf\5bb61c48-dc53-4480-bd98-347fee1c35a8.xls                                                     Prepared by K. Rocke, Superintendent
all information from DESE Excel spreadsheets                                                                                                  3/18/2011

				
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