Boyertown Area School District Demographics, Enrollment Projections, - PowerPoint PPT Presentation

Boyertown Area School District Demographics, Enrollment Projections, and Building Utilization Scenarios, Update #2 February 19, 2019 Prepared By Montgomery Educational Consultants, Inc

Agenda Introductions/Context/Process Dr. Dana T. Bedden, Superintendent Project Overview and Bill Montgomery New Developments Montgomery Educational Consultants Enrollment Projections and Tim Lambert Scenarios Absolute Technology, Inc. Scenario Outcomes Team Summary & Possible Next Steps Dr. Dana T. Bedden, Superintendent Board Comments/Questions Boyertown School Board Community Comments Please have index card and come to mic

Rightsizing Project Team ● Dr. Dana T. Bedden, Superintendent ● Ms. Marybeth Torchia, Assistant Superintendent of Student Services ● Mr. Michael Stoudt, Acting Assistant to the Superintendent for Academics ● Dr. Mia Kim, Chief Human Resources Officer ● Ms. Stephanie Landis, Principal - Middle School West ● Mr. Andy Ruppert, Principal - Middle School East ● Mr. William Gasper, Facility Engineer ● Mr. Steve Missimer, Transportation Supervisor ● Ms. Cindi Bartholomew, Pupil Accounting Specialist ● Ms. Lisa Shade, Pupil Accounting Specialist ● Mr. Tim Lambert, Absolute Technology, Inc ● Mr. Bill Montgomery, Montgomery Educational Consultants

Introduction/Context • One Boyertown /Who We Are • Rightsizing – efficient and effective use of facilities to support teaching and learning • Educational and Equitable School Facilities : attending public school in a healthy, safe, educationally adequate, environmentally sustainable, and financially efficient facility • Challenges – inequity, projected overcrowding (ES & MS) and fiscal • Points of Pride – BASD Pride/Great Return On Investment

Boyertown Area School District Superintendent Performance Goal Goal: Effective Use of School Facilities to Support Teaching and Learning Task: Provide the School Board with an elementary and middle school enrollment and demographic study along with recommendations for rightsizing. Proposed Full Implementation: 2020/2021 SY https://www.boyertownasd.org/cms/lib/PA01916192/Centricity/Domain/410/Pennsylvania%20Superintendent%20Evaluation%20- %20Boyertown%202018-2019%20Goals.pdf

• Geographic size: 97.9 square miles Profile • One (1) Senior High School, Two (2) Middle Schools, Seven (7) Elementary Schools ENROLLMENT: STAFFING: • 24.4% economically disadvantages • 20.0% Special Education Administrative - 30, 3% Percent Enrollment by Race/Ethnicity Classified - 486, 47% Asian, 1.60% Black, 1.70% Other, 2.50% Hispanic, 3.60% White, 90.60% Professional Male – 51.5% - 511, 50% Female – 48.5% Total Enrollment – 6,784 Total Staffing – 1,027 Serving: Colebrookdale, Douglass, Earl and Washington Townships and the boroughs of Bally, Bechtelsville and Boyertown in Berks County plus the townships of Douglass, New Hanover and Upper Frederick in Montgomery County.

Who We Are? One Boyertown!

Fiscal Status/Challenge

Fiscal Challenge: Deficits over Past 4 Years and 18/19 Projected - (500,000) (1,000,000) (1,195,768) (1,500,000) (1,293,965) (2,000,000) (2,147,985) (2,178,756) (2,500,000) (2,286,352) (3,000,000) (3,197,894) (3,215,431) (3,500,000) (3,584,859) (3,631,687) (4,000,000) (4,500,000) (4,676,039) (5,000,000) 18/19 Projected 17/18 16/17 15/16 14/15 Actual Deficit (with tax increase) Deficit if there were no tax increase

Fiscal Challenge: Current - 5 Year Projections (with tax increases) 2020 2021 2022 2023 2024 $ Amount % Change $ Amount % Change $ Amount % Change $ Amount % Change $ Amount % Change REVENUE Local 81,718,936 3.57% 84,454,041 3.35% 87,300,793 3.37% 90,263,217 3.39% 93,345,511 3.41% State 37,211,174 -0.82% 37,911,061 1.88% 38,658,239 1.97% 39,497,599 2.17% 40,305,229 2.04% Federal 1,310,000 -1.75% 1,310,000 0.00% 1,310,000 0.00% 1,310,000 0.00% 1,310,000 0.00% Transfers In 102,500 -4.65% 102,500 0.00% 102,500 0.00% 102,500 0.00% 102,500 0.00% TOTAL REVENUE 120,342,610 2.10% 123,777,602 2.85% 127,371,532 2.90% 131,173,316 2.98% 135,063,240 2.97% EXPENDITURES Salary and Benefit Costs 89,108,609 1.74% 91,937,142 3.17% 95,125,029 3.47% 98,564,679 3.62% 102,011,005 3.50% Other 33,044,004 6.16% 34,798,084 5.31% 36,717,529 5.52% 38,758,600 5.56% 40,751,775 5.14% TOTAL EXPENDITURES 122,152,613 2.90% 126,735,226 3.75% 131,842,558 4.03% 137,323,279 4.16% 142,762,780 3.96% SURPLUS/DEFICIT (1,810,003) (2,957,624) (4,471,026) (6,149,963) (7,699,540) BEGINNING FUND BALANCE 10,253,512 8,443,509 5,485,885 1,014,859 - USE OF FUND BALANCE (1,810,003) (2,957,624) (4,471,026) (1,014,859) - ENDING FUND BALANCE 8,443,509 5,485,885 1,014,859 - - CUMULATIVE AMOUNT IN EXCESS OF FUND BALANCE - - - (5,135,104) (12,834,644)

Fiscal Challenge: Current - 5 Year Projections (with no tax increase 2021 - 2024) 2020 2021 2022 2023 2024 $ Amount % Change $ Amount % Change $ Amount % Change $ Amount % Change $ Amount % Change REVENUE Local 81,718,936 3.57% 82,391,465 0.82% 83,075,810 0.83% 83,771,912 0.84% 84,479,717 0.84% State 37,211,174 -0.82% 37,911,061 1.88% 38,658,239 1.97% 39,497,599 2.17% 40,305,229 2.04% Federal 1,310,000 -1.75% 1,310,470 0.04% 1,310,470 0.00% 1,310,470 0.00% 1,310,470 0.00% Transfers In 102,500 -4.65% 102,500 0.00% 102,500 0.00% 102,500 0.00% 102,500 0.00% TOTAL REVENUE 120,342,610 2.10% 121,715,496 1.14% 123,147,019 1.18% 124,682,481 1.25% 126,197,916 1.22% EXPENDITURES Salary and Benefit Costs 89,108,609 1.74% 91,937,142 3.17% 95,125,029 3.47% 98,564,679 3.62% 102,011,005 3.50% Other 33,044,004 6.16% 34,798,084 5.31% 36,717,529 5.52% 38,758,600 5.56% 40,751,775 5.14% TOTAL EXPENDITURES 122,152,613 2.90% 126,735,226 3.75% 131,842,558 4.03% 137,323,279 4.16% 142,762,780 3.96% SURPLUS/DEFICIT (1,810,003) (5,019,730) (8,695,539) (12,640,798) (16,564,864) BEGINNING FUND BALANCE 10,253,512 8,443,509 3,423,779 - - USE OF FUND BALANCE (1,810,003) (5,019,730) (3,423,779) - - ENDING FUND BALANCE 8,443,509 3,423,779 - - - CUMULATIVE AMOUNT IN EXCESS OF FUND BALANCE - - (5,271,760) (17,912,558) (34,477,422)

Points of Pride ● 2019 Niche ranked BASD 3,351 out of 11,861 public school districts in the nation - Top 28.3% ● 2018 School Digger Rankings – BASD rated 4 stars out of 5 ● 2018 School Digger Rankings – BASD ranked 116 of 601 school districts in PA (includes Charters) – Top 19.3% ● 2018 US News & World Report Best High Schools ranked BASH 2160 out of 20,500 in the nation of data reviewed (Silver Medal School – Top 10.55%) ● 2018 US News and World Report Best High ranked BASH 79 out of 677 high schools in PA - Top 11.6% ● 2018 School Digger Rankings – all elementary schools rated with 3 stars out of 5 or better of the 1530 elementary schools rated in PA ● 2018 School Digger Rankings – both middle schools ranked in top 12% of 861 middle schools rated in PA ● 2018 School Digger Rankings – high school ranked in top 11% of 673 high schools rated in PA

Montgomery Educational Consultants, Inc.

Montgomery Educational Consultants, Inc. Montgomery Educational Absolute Technology, Inc (ATI) Consultants (MEC) Tim Lambert (Director of I.T.) Bill Montgomery (Primary) 20+ years experience in education ● 44+ years experience in education ● Enrollment Projections ● ● 20 years as a public school Board Geographic Information Systems ● Long Range Planning Scenarios Member & Delaware County I.U. ● Databases and Application Development Board Member Recent Projects: ● Norristown School District (approx. 7,000 students) ● Rose Tree Media School District (approx. 3,800 students) ● Upper Darby School District (approx. 12,000 students ● Richmond County School System (approx. 32,000 students)

Project Review, Enrollment Projections, Scenarios and Outcomes

Project Review Large parcels of land purchased for residential developments Need for an enrollment projection and demographic study District can adequately plan for future student capacity needs At least twenty-five new, current or planned residential communities PEL Report 2014-2015, indicated a potential of thirty-six developments New residential developments in the area will increase the number of live births and students moving into the School District ● Single Family Homes : 2,913 ● Townhomes : 306 ● 3,219 Potential New Units (built after start of 2018/19 SY) ● 300 new units will be occupied by start of 2019/20 SY

Choosing BASD!

New Developments Overview Washington ES ● Construction: 3 ● Planning: 1 ● TBD: 3 Colebrookdale ES ● TBD: 1 Boyertown ES ● Planning: 3 Gilbertsville ES ● Construction: 4 ● Planning: 6 New Hanover-Upper Frederick ES ● Construction: 2 ● Planning: 3 ● TBD: 1