2014-15 Operations Budger Herkimer CSD

HERKIMER CENTRAL SCHOOL DISTRICT --PUBLIC VOTE-­
ELECTION OF TWO MEMBERS TO THE BOARD OF EDUCATION, VOTING ON THE CAPITAL CONSTRUCTION PROJECT, THE BUS PURCHASE PROPOSITION, AND THE 2014-2015 OPERATIONS BUDGET, ALONG WITH VOTING ON THE BASLOE PUBLIC LIBRARY TRUSTEE Tuesday, May 20, 2014 Junior/Senior High School Media Center 1-9 p.m. 2014-2015 OPERATIONS BUDGET BOARD OF EDUCATION MEMBERS: John Cipriano, President Robert Mihevc, Vice President Anthony Brindisi Mark Conley Diann Fischer Carl Lohmann Daniel Voce Robert J. Miller, Superintendent of Schools HERKIMER CENTRAL SCHOOL DISTRICT 2014-2015 OPERATIONS BUDGET INFORMATION A. Budget Facts & Figures ............................................ 3 Operations Budget State Aid Tax Levy Tax Rate B. District Information .................................................. 3 Enrollment Facilities Staffing C. General Summary of Expenditure & Revenue ......... .4 Detailed Expenditures by Category ...................... 5 Detailed Revenue Budget ..................................... 6 Estimated Tax Increase ........................................ 7 D.
3 Part Expenditure Budget ................................... 8-10 E.
Line Item Operations Budget ............................. 11-19 F. Mandatory Reporting Information Property Tax Report Card .................................. 20 Compensation Information ................................ 21 Fiscal Accountability Supplement ~ .................... 22 Students with Disabilities .... . ... .... ................23 Property Exemption Report ............................24 Budget Facts & Figures
Approved 2013-2014 Operations Budget
$20,736,480
Proposed 2014-2015 Operations Budget
$21,744,965
Spending Increase
$1,008,484 I 4.86%
2013-2014 State Aid
$11,889,198
2014-2015 State Aid
$12,272,409
2013-2014 Tax Levy
$7,930,481
Projected 2014-2015 Levy
Tax Levy Increase
$8,155,755
$225,274 I 2.84%
2013-2014 Tme Tax Rate
$21.57 per $M
Projected 2014-2015 Tax Rate
$22.19 per $M
Projected Tax Rate Increase
$0.62 I 2.87%
DISTRICT INFORMATION Enrollment
It is anticipated that enrollment within the District for the next school year will be approximately
1,220 students and an additional 19 students attending Special Education classes at the BOCES
complex. Included in the enrollment projections are the District's specialized classrooms.
Facilities
Herkimer Jr./Sr. High School Approx. 121,000 sq. ft.
Herkimer Elementary School Approx. 93,000 sq. ft.
Herkimer School Bus GarageApprox 6,100 sq. ft.
Est. Value
Est. Value
Est. Value
Staffing
Administrators
Certified Teachers/Library/Guidance/Psych
Support Personnel- Clerical/Nurses/Aides & Monitors
Maintenance - Supervisor, Custodians, Grounds, Cleaners
Transportation - Supervisor, Mechanic, Drivers, Monitors
$24,000,000
$15,000,000
$1,300,000
6
99
40
16
22
183
District employees are covered by 5 separate bargaining units:
Herkimer Education Assoc., Herkimer Faculty Assoc., Herkimer CSD Civil Service Employees
Assoc., Part Time Civil Service Employees Assoc., and Herkimer CSD Teacher Aide Assoc.
GENERAL SUMMARY 2014-2015
BUDGET
EXPENDITURES
%TOTAL
2013-2014
BUDGET
%TOTAL
ADMINISTRATIVE
PROGRAM
CAPITAL
$2,135,462
$14,558,505
$5,050,998
9.82%
66.95%
23.23%
$2,033,144
$13,994,367
$4,708,969
9.80%
67.49%
22.71%
TOTAL EXPENDITURES
$21,744,965
100.00%
$20,736,480
100.00%
ADMIN
9.91%
CAPITAL
PROGRAM
66.95%
REVENUES
2014-2015
BUDGET
%TOTAL
2013-2014
BUDGET
%TOTAL
STATE AID
OTHER
PROPERTY TAX
FUND BALANCE
$12,272,409
$501,801
$8,155,755
$815,000
56.44%
2.31%
37.51%
3.75%
$11,889,198
$301,801
$7,930,481
$615,000
5?:33%
1.46%
38.24%
2.97%
TOTAL REVENUES
$21,744,965
100.00%
$20,736,480
100.00%
PROPERTY
TAX
37.51%
FUND
BALANCE
3.75%
OTHER 2.31% STATE AID
56.44%
HE~RCENTRALSCHOOL
PROPOSED BUDGET 2014- 2015
CAT
P/R
BUDGET
2014-2015
7,410,131
%OF
BUDGET2013 -2014
TOTAL
34.08%
7,751,819
%OF
TOTAL
INC (DEC) % CHANGE 37.38%
(341,688)
-4.41%
l?ringe
5,158,033
23.72%
4,911,851
23.69%
246,182
5.01%
BOC
3,243,532
14.92%
2,666,692
12.86%
576,840
21.63%
[)ebt
3,327,834
15.30%
3,089,196
14.90%
238,638
7.72%
~ont
1,426,764
6.56%
1,525,156
7.35%
(98,392)
-6.45%
~up I
890,781
4.10%
618,876
2.98%
271,905
43.94%
H:quip
107,000
0.49%
92,000
0.44%
15,000
16.30%
fransfer
100,000
123.62%
0
0.00%
100,000
fextbook
80,890
0.37%
80,890
0.39%
0
.
21.,744.,965
Payroll
Fringe- ERS
FICA
TRS
Health Ins
. .
.
22316%
.
20,736,480
100.00%
1.,008.,485
Contractual Increase
233,000
Updating of actual staff from previous year's budget
Reorganize, Reduce, Lay off, & Share
.
.
246,182
5.01%
238,637
7.72%
576 840
21.63%
(98,392)
-6.45%
271,905
43.94%
16.30%
100,000
15,000
100 000
1,830,574
(822,090) 1,008,484
4.86%
Oebt Service
Increase Principal Buses & Construction
Increase Interest Buses & Construction
204,000
34,637
BOCES
CBOandFM
Special Ed
Driver Ed
PC Tech and Network Coordinator
Shared Facility Director
Voc Tech
Other
127,224
152,664
51,382
117,374
56,500
40,013
31,683
Contractual
Internal auditor (Questar)
Gas/Electric NYSMEC
Net tuitions
Other
~quipment
rransfer
New Plow
No new mower
to Capital mini-project aided 90% all one ye
TOTAL
(374,688)
(200,000)
-4.41%
12,030
20,346
107,566
203,837
Multi-year Technology purchases
Technology- teach, admin, guidance, etc.
Other
.
486%
(341,688)
Rate Dec 20.9% to 20.1%
Less FICA transfer to Federal grants
Rate Increase from 16.25% to 17.53%
Rate Increase 7 %
Changes due to changes in Payroll
~upplies
0.00%
(97,597)
(12,500)
(50,000)
(64,500)
28,608
115,706
169,004
(12,805)
25,000
(10,000)
HERKIMER CENTRAL SCHOOL DISTRICT REVENUE BUDGET 2014- 2015 2014-2015
DESCRIPTION
FOUNDATION BASE AIDS
EXCESS COST(IDGH COS1)
EXCESS COST(PRIVATE)
TlnTIONAID
TOTAL EXCESS COST AID
BOCESAID
COMPUTER HDWE
TEXTBK, SFfWE, LIB
TRANSPORTATION
BmLDING
2013-2014
BUDGET
3/28/2014
BUDGET
7,345,396
7,237,664
56,921
0
0
56,921
56,623
110,176
0
166,799
1,400,008
23,508
96,542
716,516
2,766,572
1,388,957
23,337
97,061
745,358
2,789,316
2012-2013
%
CHANG
DIFF
107,732
1.49%
BUDGET
7,216,392
91,938
105,192
75,000
272,130
298
-110,176
0
-109,878 .
1,366,260
24,754
100,389
677,790
2,653,273
11,051
171
-519
-28,842
-22,744
GAP ELIM ADJUSTMENT
SUBTOTAL
-614,294
-962,079
347,785
-1,110,222
11,791,169
11,486,413
304,756
11,200,766
AIDADJ
TOTAL AID
426,240
12,217,409
347,785
11,834,198
78,455
383,211
148,143
11,348,909
INCARCERATED YOUTH
20,000
20,000
0
0
MEDICAID REIMBURSEMENT
35,000
35,000
0
39,284
TOTAL STATE AID
OTHER REVENUES
STUDENT FEES
ADMISSIONS
TUITIONS
INTEREST
RENT
PRIOR YRS. REFUND
OTHER REVENUE
TRANSFERS
PYMT IN LIEU OF TAX
INT. & PENALTIES
TOTAL OTHER REVENUES
PROPERTY TAX/STAR
ITOTAL TAX REVENUE
TOTAL ALL REVENUES
FUND BALANCE
IGENERAL FUND TOTAL
12,272,409 56.4%
4,500
6,500
20,000
9,000
45,000
300,000
9,801
22,000
55,000
30,000
501,801
2.3%
8,155,755
11,889,198
4,500
. 6,500
20,000
9,000
45,000
100,000
9,801
22,000
55,000
30,000
301,801
57.3%
1.5% '
383,211
0
0
0
0
0
200,000
0
0
0
0
200,000
3.22%
11,388,193
66.27%
4,500
6,500
20,000
35,000
45,000
100,000
10,000
0
90,000
27,219
338,219
37.5%
7,930,481
8,155,755 37.5%
7,930,481
38.2%
225,274
2.84%
2.84%
7,625,463
7,625,463
20,929,965 96.3%
20,121,480
97.0%
808,485
4.02%
19,351,875 3.7%
615,000
3.0%
200,000
21,744,965 100.0%
20,736,480
815,000
225,274
100.0% 1,008,485
800,000 4.86%
20,151,875
ADMINISTRATION
Includes School Board,
Central Administration and Finance
A1330
A1380
A1420
A1430
A1670
A1910
A1981
Board of Education
District Clerk
District Meetings
Central Administration
Business
Auditing
Treasurer
Tax Collector
Fiscal Agent Fees
Legal
Personnel
Central Printing
Special Items
BOCESAdmin
Employee Benefits
SUBTOTAL
9,000.00
4,500.00
2,550.00
164,425.00
166,319.00
31,775.00
3,300.00
4,475.00
3,500.00
22,000.00
10,000.00
32,500.00
97,835.00
513,935.00
342,534.00
$1,408,648.00
9,000.00
4,500.00
2,800.00
180,790.00
155,803.00
32,500.00
3,200.00
4,475.00
3,500.00
23,000.00
10,000.00
32,500.00
100,767.00
515,255.00
377,622.00
$1,455,712.00
5,350.00
2,800.00
186,803.00
239,464.00
23,000.00
4,175.00
3,000.00
23,000.00
18,000.00
32,500.00
100,767.00
522,311.00
404,239.00
$1,576,409.00
District General Support contains those expenses directly related to the functioning of the
Superintendent's Office, Business Office, attorneys, auditors, BOCES Administration & Capital
Charges, Board of Education and District Clerk. The General Support budget is increasing
$120,697.
A2010
A2020
Curriculum
Supervision
SUBTOTAL
28,000.00
561,299.00
$589,299.00
28,000.00
549,432.00
$577,432.00
28,000.00
531,053.00
$559,053.00
Supervision & Staff Development contains those expenses directly related to supervision salaries,
clerical support, equipment, supplies and curriculum development, building team and inservice
training expenses. The Supervision & StaffDevelopment area shows a decrease of$18,379.
IITOTAL ADMINISTRATION
$1,997,947.00
$2,o33,144.oo 1
$2,135,462.oo II
PROGRAM Includes costs associated with Instruction, Pupil Services and Transportation Instructional contains those expenses directly related to the teaching of the students. Those include
teachers, instructional aides and other professional salaries, BOCES charges, supplies, textbooks,
special educational costs, health and guidance services, co-curricular activities and interscholastic
athletics. The Instructional area shows an increase of $534,046. This increase is mainly in the areas
of Special Education, Employee Benefits and costs associated with the new ARRP and Common
Core.
Transportation contains those expenses directly related to the functioning of the bus garage and the
operation ofthe bus fleet. The Transportation area shows an increase of$30,092.
IITOTAL PROGRAM
$13,557,998.oo 1
$13,994,367.oo 1
$14,558,5o5.ooll
CAPITAL Includes Bond and BAN Payments Maintenance of facilities, and Capital Purchases Operations and Maintenance contains those expenses including salaries, fringe benefits, utilities,
and supplies directly related to the cleaning, janitorial services and maintenance of the District's
buildings and grounds. An increase of$3,392 has been budgeted.
Special items contain the anticipated cost ofjudgments and property tax refunds.
Debt Service & Mini-Project contains those principal and interest costs directly related to the high
school and elementary building projects; it also contains $100,000 transfer to Capital for an annual
mini-project that will be 90% reimbursed by NYS in full the following year. An increase of
$338,637 has been budgeted. The rest of the increase is the pmposed bus purchases and the fmal
borrowing from the previous capital project. To offset the major portion ofthis Debt Service
expense the District receives approximately $2,766,372 in Building Aid and $107,130 in
Transportation Aid from the State of New York.
IITOTAL CAPITAL
$4,595,93o.oo 1
$4, 7os,969 .oo 1
$5,050,998.00 ~
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(ASSUME SAME EQUILIZATION RATES AND STAR EXEMPT LIMITS)
HERKIMER CENTRAL SCHOOL DISTRICT
PROPOSED 2014 - 2015 BUDGET
EST TAX BILL- NO STAR EXEMPT
2014-2015
2013-2014
TRUE
ASSESSED TRUE EXEMPT
VALUE
AMT
VALUE
TRUE
TAX
RATE
0
/o
GROSS
TAX
STAR NETTAX
EXEMPT BILL
ESTTRUE ESTNET ESTTAXINCREA
TAXRATE TAXBILL
INC
SE
$70,500
$75,000
$0
21.57
1,617.75
0.00
1,617.75
22.19
1,664.25
46.50
2.87%
$94,000
$100,000
$0
21.57
2,157.00
0.00
2,157.00
22.19
2,219.00
62.00
2.87%
EST TAX BILL - BASIC STAR EXEMPT
$70,500
$75,000
$28,001 .
21.57
1,617.75
604.00
1,013.75
22.19
1,042.91
29.16
2.87%
$94,000
$100,000
$28,001
21.57
2,157.00
604.00
1,553.00
22.19
1,597.66
44.66
2.87%
EST TAX BILL- ENHANCED STAR EXEMPT
$70,500
$75,000
$56,004
21.57
1,617.75
1,208.00
409.75
22.19
421.52
11.77
2.87%
$94,000
$100,000
$56,004
21.57
2,157.00
1,208.00
949.00
22.19
976.27
27.27
2.87%
(*) In 2013-14 more than 78% of district parcels have a true (full) value below $1OOM
and 65% of district parcels had a true (full) value below $75M
2014-2015 RATE
2013-2014 RATE
INCREASE
%INC
$22.19
$21.57
$0.62
2.87% TRUE VALUE
2014-2015
Line-Item
Operations
Budget
2014-2015 OPERATIONS BUDGET BOARD OF EDUCATION
Salaries & Personnel Services - Salary for District Clerk at Board meetings, personnel at District Elections Contractual - Board attendance at state conferences and local meetings, voting machine rentals . Supplies - Office and general supplies used for/by Board of Education . Budget
2012-13
.. . ..
Budget
2013-14
Proposed
Budget
2014-15
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CENTRAL ADMINISTRATION
Salaries - Salary of Superintendent of Schools and Superintendent's Secretary.
Contractual - Expenses for Superintendent and staff for memberships, conferences, workshops & seminars.
Supplies - Materials and general office supplies used by Superintendent's Office.
Budget
2012-13
Budget
2013-14
Proposed
Budget
2014-15
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FINANCE
Salaries - District Treasurer, Payroll Clerk, Account Clerk, Central Office Substitutes and longevity payments.
Contractual - School tax preparation service, mandated annual audit, services contracts , fiscal agent fees
for School Building Projects.
BOCES Services - District cost of shared-services Business Manager.
Budget
2012-13
Budget
2013-14
Proposed
Budget
2014-15
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Legal Services -Attorney costs plus additional fees for hearings and legal expenses incurred by district.
Budget
2012-13
Budget
2013-14
Proposed
Budget
2014-15
CENTRAL SERVICES
Salaries - Maintenance staff, custodial staff and grounds staff salaries, longevity payments, overtime,
substitutes and student helpers.
Equipment- Purchases for replacement equ ipment or new equipment.
Contractual -Annual service contracts such as repair contracts, building maintenance, plumbing ,
electrical contracts , etc.
Also under this category- utilities, cartage, district-wide alterations & repairs, and other service
contracts for various departments.
Budget
2012-13
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Budget
2013-14
Proposed
Budget
2014-15
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SPECIAL ITEMS
Contractual-Expenses for the District's Insurance coverage and annual BOCES Administrative contract charges.
Budget
2013-14
Budget
2012-13
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Proposed
Budget
2014-15
CURRICULUM DEVELOPMENT
Curriculum Development- Comprehensive district-wide Curriculum development program monitored by
District's Curriculum Council.
Contractual - all in-service, workshops, conferences , registrations, mileage, room and board costs related
to curriculum development programs.
Supplies -for maintaining Curriculum development program .
Budget
2012-13
Budget
2013-14
Proposed
Budget
2014-15
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SUPERVISION - REGULAR SCHOOL
Salaries- Building Administrators (4) and clerical staff (4).
Contractual -field trips, petty cash , open house, postage, commencement expenses, principal conferences
and meeting expenses.
Supplies - plan books, record books, all general office supplies used for maintaining records and offices.
Budget
2012-13
Budget
2013-14
Proposed
Budget
2014-15
TEACHING REGULAR DAY SCHOOL
Salaries- K-12 classroom teaching , substitutes, home instruction, monitors and aides. Contractual - Includes rental fees and repair of instructional equipment. Supplies- for teaching at K-12 grade levels, all general and program specific teaching supplies used by staff and students.
BOCES- cost of services purchased from BOCES including Occupational Educational programs.
Budget
Budget
Proposed
Budget
2012-13
2013-14
2014-15
TEACHING REGULAR DAY SCHOOL
TEACHING - SPECIAL SCHOOLS
Salaries -for teachers of pupils with handicapping conditions, speech therapist, BOCES- additional services for pupils with special needs attending BOCES programs, driver education instructor's salary, teacher aides salaries. Supplies- teaching supplies, books, testing materials for this program. Budget
2012-13
::
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Proposed
Budget
2014-15
Budget
2013-14
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INSTRUCTIONAL SUPPORT
Expenditures required to maintain two libraries and the District wide Computer Assisted Instruction programs.
Library expenditures include two librarians and three library aide salaries, equipment, software, supplies and
books needed for the two libraries in the District.
Computer Instruction expenditures include salaries for the program coordinator and repair technician,
equipment, repairs, supplies and software for the District wide program.
Proposed
Budget
Budget
Budget
2014-15
2012-13
2013-14
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/ $.i3:!0:oo:: c:
H//$~~;0.()(1':
H//H~$:;®d H U???
/UU :$~iO.OdH
U?? $Z~~®~t ~u:::?:H $.$~~iP.PPH :U U??$$.ZiPOPU
?:U: $~~~®o :: H/HHU $.~~U$.9PH ~/ U:U:$$.~!~oo::
U??:HH?$O:i · · · · ·//$PH::::: :::U$~Z~iPoo::
'/ J!~~E?iZ44~: /// $~~1~1i3.~t
Y
)q;p~ZiP.~Q~~
PUPIL PERSONNEL SERVICES
Salaries - guidance counselors, psychologist, Primary Mental Health Program , nurses , dentist, all extra-curricular stipends and interscholastic coaching stipends. Contractual - coaching seminars, referees, umpires, scorekeepers, chaperones , drama production costs. Materials & Supplies - supplies and materials necessary for each category listed to implement programs. Pupil Personnel Services - Pupil Activity Services
Budget
2012-13
Proposed
Budget
2014-15
Budget
2013-14
::
·::
.. ............
..... ... ............
.......... ....................... ..........................
. ... . ... ........ ...
=~=~· =~=~:): =~=~=~=~=~=~·
··:·.
.
::
Budget
Budget
Proposed
Budget
2012-13
2013-14
2014-15
PUPIL TRANSPORTATION
Budget
Budget
Budget
2012-13
2013-14
2014-15
COMMUNITY SERVICES
!~?~8~rnRo.:=:=:::!:!:!:!:!:!~mm~f~~~i:: ~mP:rnm~~i:: r~; @i~¥,~~#~%U~~!'
i19r#:gm:99MMv~~t'tt~~~¥~P~~-: .: : : : : : : :li :::i:u:: : : : : : :i :.
I
EMPLOYEE BENEFITS
This section covers the cost to the school district of the Teachers' Retirement System (TRS), Employee
Retirement System (ERS) (non-teaching personnel), Social Security, Workers' Compensation Insurance,
Health Insurance (Hospitalization, Major Medical , and Dental Coverage) and Unemployment Insurance.
Proposed
Budget
Budget
Budget
2012-13
2013-14
2014-15
C H:$~fout~~f :UCC $~4.3:!7{)2 :: H?? $$$$.i13~: :
:::: :::$.$$.$~®~ :: :::::?? $~~~AiQ~r << $.t:o~:~;~~if
:n ::::$.$1~~~$tt: uu::::: $$.$~ :;~{)0:: :::::::Ht $~a~:$a~::
::: :::::::$1$~®.o :: /H/t::$$1'i PO(f :n::::::::::=:: $$!)1J$a~::
?H?$$2U®.OH/ ///$ZP.iMOH?: H?$Z(}!Ooo::
::: $Zi1$:~:;~:7:~ H :::: :: ::: $.~i~Z~=i$:@H ::::::::: $~ iQ$~:;z1~1H
::::::::::$Z&:H).QOH ::::: : :::::::::: $Z$JPQ~F ::=::::::::::::= $.~$.;P.QO::
:nn:4~S:~996::m::
:u;st1'=&6:1H
=$Si1S&Jaa3=:
DEBT SERVICE
Listed below are the Principal and Interest payments for the District's construction projects and
the Principal and Interest payments for buses purchased with Installment Notes approved in
previous year's by District voters.
Budget
Budget
2012-13
2013-14
: :
2014-15
H'$ilO$.$'! ®.OH/HH: $ZiJ~$.;P.oo::
// $Zi~1!)1!0o~t
:::: ::::: ' $2i$U®.~t ///C $1P.i~70H :HHCH $i:O.i:k~7o::
:: ·=· :;:;
::: :::.·.
~ ..:. ..
:.
Proposed
Budget
::)))// $.0. : ::::::::::::::-::: :):.$0:' :': ;.· ·. \: ":($(>":
:::$2iD93=1968H ))$2i225;970H ))$2i47!t970::
..
:: ....
. . . ........
:.;. ........ . . .... .. .
=
=.: ~-~_;_iJU.~.;
. ···:-:-:·:·:·:·:·:-:
:·:: =:~~~;~~~~~~~~~~~~
:::?$$.M.;ooz:: :H// $$$.~:!$OOH ::::: H? $$~3UMt:
c::::::::::::H/ $0HHHH?:t::::::::::$oH::::=:::::::::::::n:::::::::$0::
?: ::: : ::: :$.Q:i:M~ H ::::::::CC $H~;~t = y::::::::: :::$tMP~~::
??H >>:H$9H:y=c:?:UH:H?$~H ? ::: H< ?H:C$OH
:::::::::
<:-::::::::::::::::::
. . .........
:::::::·:
. .... ....
ANNUAL MINI-PROJECT
NYSED provides the District with 90% reimbursement the following year for mini-capital projects under $100,001
!~~P,ql~~O,i!!i:H!i!i!lli!Tr~r@~(tp:p~P,MU!!!i!i!i!!: :l!l!i!ili::::::::::::::::::HH!i::::
l::::::::::::::::::::::n ::lccc::::n::::::=:==EHIHH?:s1og;ooo=:l
iTt:?:t~~!Pff~~1HP~~:~Q:!:i~ffit:::: :::: :: ::: ::::: :::::::::::::::: :: : :::::::::::::::::=::::::::
l?ag;ts1&azs=:!:::::uo;7as;4ap::l::::::sat;zM;aGs=:l
Page 1 of 1
New York State Education Department State Aid Management System (SAMS)
Property Tax Report Card
210601- HERKIMER CSD
2013-2014- Page 1
Official- as of 04/22/201411:47 AM
Important Note: Chapter 97 of the Laws of 2011 requires school districts to report data elements necessary to
calculate a Property Tax Levy Limit. Data elements for the Property Tax Report Card have been renamed and
redefined in accordance with these changes. Please see http://www.p12.nysed.geW/mgtserv/propertytax/taxcap/
for additional guidance.
Form Due - April 26, 2014
School District Contact Person:
School District Telephone Number:
KURT SUNDERLAND
(315) 866-2230
Budgeted
2013-14
A
Proposed
Budget 2014-15
B
Total Proposed Spending
total Proposed School Year Tax Levy, Including Tax Levy to
Support Library Debt1
Permissible ExClusions to the School Tax Levy Limit
Proposed School Year Tax Levy, Not Including Levy for
Permissible Exclusions or Levy to Support Library Debt
School Tax Levy Limit2
Difference (positive value requires 60.0% voter approval)
Public School Enrollment
Consumer Price Index
1
lo.oo
11.46
All proposed levies should exclude any prior year reserve for excess tax levy, including interest.
For 2014~15, includes any carryover from 2013-14 and excludes any tax levy for library debt or prior year reserve for
excess tax levy, including interest.
2
Actual 2013-14
Estimated 2014-15
(D)
Adjusted Restricted Fund Balance
Assigned Appropriated Fund Balance
Adjusted Unrestricted Fund Balance
Adjusted Unrestncted Fund Balance as a
Percent of the Total Budget
.
-
340,640
(E)
350,000
615,000
815,000
819,178
620,000 .
l~....3_.95_
__,i%
J2.85
-.
Ll/'J'J /') () 1 .1
Herkimer Central School District
2014-2015
Fiscal Year
Compensation Information
Chapter 474 of the Laws of 1996 requires that the State Education Department prepare a
statewide compilation of salaries and other personnel costs of certain school administrators and
make it available to all interested parties. The school superintendent, as well as any deputy,
assistant or associate superintendents must be listed. Also, any other certified school
administrators or supervisors who are scheduled to be paid $128,000 or more for the 2014-15
school year must be listed.
School District Superintendent
Salary:
Employee Benefits:
Other Remuneration:
$129,375
38,304
00
Total
$167,679
4/21/2014
HERKIMER CSD- Fiscal Summary! New York State Education Department Data Site
Fiscal Accountability Summary
Commissioner's Regulations require that certain expenditure ratios for general education and special education
students be reported and compared with ratios for similar districts and all public schools. The required ratios for
this district are reported below.
The numbers used to compute the statistics on this page were collected on the State Aid Form A, the State Aid
Form F, the School District Annual Financial Report (ST-3), and from the Student Information Repository System
(SIRS). These data are from the
2011 - 12 ·school year.
:....... ........ .....................................................................................![" . ......... ....... . . .. .. . .........................................._........... . . . . . ........ . ......p................. ".................... . "' ""'' --- . . .
This School District
"
General Education
ii
Special Education
.:- -_
-_-_
L ..................... ..... ........._ __ .......... . ..... ........ -·-·------ --- ...............:: ................... ......... ----.....- ..............-......... .................................! !........ ....... ......... .............. ... ... .... ....... . .... .-·-.........
: ;~-~~~~-~i:~-~ ~;: ~~~~~:~~~~~~~~ ·:~::::· :_]1
r:~-~-~;~~~-:--~~~-~: ~-~---~ - -~~:-~-.-~:~~~---_- ·.-.: ~~~=]1
r_~~~~-~;~~~~~-~~-;-;:~-i~--.- - ~ :-.:· :·:_-.- -. ·~-~·::=]1
$10,472.160
II
$3,089,937
1,186
11
142
$8,830
11
$21.760
·····--- · · ·---········---···--·-·---···· ·-----··-----..·····-··--------· ···--·----··--····--·-------·,--- ····-··---..·----·-·--··· -------- ------------··-· -··--·-···· ·-----------·- ·---- ·------·-·-····- . - ir·­
Similar District Group (High
Need/Resource Capacity Rural)
p
General Education
!:
!;:···:;;. ;· ·._~_.:: :; ·:; ·;· :.;·:::·;:·.::::.;· :;:-:;;:;::::;:·.: . : .: : ;·;:·:·:::::..:::·:¥:-.:.::::..::.··;:;:;·;.:::::::::.:.:.::.:.·~-.::,;;::·;::;;-;;· ··· .i L ........_ --~-·----
!Instructional Expenditures
--····-···-·· ··---·····-······· ..... --·····-····-· -~-- ... ____ ·- --· ···--···
II
li
.···-·.. lt~
Special Education
====$=1=,=54=.8=,=0=9=1=,0=1=0=====:11
!:=I
$596,837,834
~~,~~-~;:~ ~,~ ~-::~~:~:-~ :~=~::.
~ '~~-=-.·~~~~~=~~:-~=-~~~:~]1
152,985
11~=====2=3.=1=13====~
r~~~-~~~~-~-~~-~-~i~~-~~~~~~~~~~:~~---~:~:~Jr..........._................ . _...............$10.119
ll.______$_2_5_._8_23_ ______.
............._.____.. . . ................ . .:
- ......_.. _......_ ............ -·...................-......................................1
1. . ....... ----- . . . ............... . ____ . ...... ... . ·· .. ......... - · ..
!;
All School Districts
·
-.......
.. ·------ -·-.....
; ·- ....- ¥--­ --. -­ ..::;::;;..-;-.:;,__ ____---_---­.. ---···--·-..
------- ---·.'
" ·----. .--·-·
­ -·-···
·· ·-·-.. _j:
:.:~
~
; Instructional Expenditures
·--~- ---
General Education
l.-­·-­--­ ....... . ­ ·------·-·-·---­ --..---- ­·-h· -·------·-·--·--------· ­-- ---------·-· .
II
$31,088,294,986
r~~~~-~~~: .-.:·. _~~~::::_--_~-:~::_·-.:·~ -:~~:=~,~~~:-~:~-~~=:_:::J 1
[~~~-~-~i~~~~~-~-~~:~-~~i_ ;~:--~--~=~-~~~~~--:__..] 1
:
........ . -~ .. ·-· .........
2.676.495
Special Education
$12,418,610,168
411,123
$30,207
$11,615
Instructional Expenditures for General Education are K-12 expenditures for classroom instruction (excluding Special
Education) plus a proration of building level administrative and instructional support expenditures. These expenditures
include amounts for instruction of students with disabilities in a general-education setting. District expenditures, such
as transportation, debt service and district-wide administration are not included.
The pupil count for General Education is
K-12 average daily membership plus K-12 pupils for whom the district pays
tuition to another school district. This number represents all pupils, including those classified as having disabilities and
those not classified, excluding only students with disabilities placed out of district. Pupils resident in the district but
attending a charter school are included .For districts in which a county jail is located, this number includes incarcerated
youth to whom the district must provide an education program.
Instructional Expenditures for Special Education are
K-12 expenditures for students with disabilities (including summer
special education expenditures) plus a proration of building-level administrative and instructional support expenditures.
District expenditures, such as transportation, debt service and district-wide administration are not included .
http://data.ny.>ed.gov/fiscal.php~ar=2013&instid=800000051334
1/3
HERKIMER CSD- Fiscal Summary I New York State Education Department Data Site
4/21/2014
The pupil count for Special Education is a count of K-12 students with disabilities for the 2011-12 school year plus
students for whom the district receives tuition from another district plus students for whom the district pays tuition to
another district. Students attending the State schools at Rome and Batavia, private placements and out-of-state
placements are included.
Instructional Expenditures Per Pupil is the simple arithmetic ratio of Instructional Expenditures to Pupils. The total cost
of instruction for students with disabilities may include both general- and special-education expenditures. Special­
education services provided in the generaleducation classroom may benefit students not classified as having
disabilities.
Total Expenditures Per Pupil
t
This School District
Similar District Group
NY State
$19,560
$20,906
L.. ~--·-····- ·····- ..... ...... .....~................ .....­
$16,603
Total Expenditures Per Pupil is the simple arithmetic ratio of Total Expenditures to Pupils. Total Expenditures i_nclude
district expenditures for classroom instruction, as well as expenditures for transportation , debt service, community
service and district-wide administration that are not included in the Instructional Expenditure values for General
Education and Special Education. As such, the sum of General Education and Special Education Instructional
Expenditures does not equal the Total Expenditures.
Information about Students with Disabilities (2012- 13)
Commissioner's Regulations require reporting students with disabilities by the percent of time they are in general
education classrooms and the classification rate of students with disabilities. These data are to be compared with
percentages for similar districts and all public schools. The required percentages for this district are reported below.
· ·· - ·- ·-·· · · ··-·- -·····--··- ·- ······ · ··----,r·-·-· ·
:
Student Placement
(Percent of Time Inside
Regular Classroom)
!;
· -· -- ~----· -·-- ·-·---·- :··- -· : --------·lr-····-··-si;;-ii ~~- oi~iri;;i-G~ ~~r;·-· ·
Th1s School D1stnct
:!
!
:!
--·-·1:···-····· -· ·· ···· ·······-·- ···
NY State
(High Need/Resource Capacity ;;
1~"::-:.:.:.:.--=.:=-::::::=·::::;:=·.:.::o=:=.:::::c::::.:::::::::!~=-===:=::::=:.: ~.: :~~-r. ~.~-""'·'"''·'·~"-"·==·.-:::::.:::.{j"':::"''=··:·:· :·: : .:.: : :·.:-: : ::.::.:::··.:.:·. :·..
!' Number of i Percent of :!
ii
i!
students
students
!.. --· ·----·~-- .. ..... ~ ·-~--··· ~ .. .- .............- ...· - . ......... .._ •.• - .....J1..... _.,,......_,.___._,~ ..- - - !:..-....-..... --~------...J L_
Percent of Students
i!
Percent of Students
..._..____ · --· ··--·-~···· --····- ··-··-----..-- - -·· ....._._._. .._._..! t.. . . ......., . ..•...... ..... ..
...•.~ ..... ,,. .. . (!~~~-~.:: ::~::~~~:._~- -~~:,:~~~~~~~~-~]
73
48.3%
57.8%
57.8%
l40%-79%
sa
33.1%
19.5%
11 .7%
11
;~:;;:;:;;o;;cc::;::::'.:::=::.~o;;-c:;:;.~::::=co:::=:c:::o:o;== := ~====:====~~=========:
l:~:, ~~-;~:-:c!~~c: ;c: : : :c: :c·: ; ;~:"::;c:~ ~
!separate Settings
11
[~'~;;~~~;_;;~~--~-:~:::_]!
26
17.2%
20.5%
21.4%
1
0.7%
1.6%
6.2%
1
0.7%
0.7%
2.9%
The source data for the statistics in this table were reported through the Student Information Repository System (SIRS
and verified in Verification Report 5. The counts are numbers of students reported in the least restrictive environment
categories for school-age programs (ages 6-21) on October 3, 2012. The percentages represent the amount of time
htlp://data.nysed.go\1fiscal.php?}ear=2013&instid=800000051334
213
412112014
HERKIMER CSD- Fiscal Summary! New York State Education Department Data Site
students with disabilities are in general-education classrooms, regardless of the amount and cost of special education
services they receive. Rounding of percentage values may cause them to sum to a number slightly different from
100%.
School-age Students with Disabilities Classfication Rate
--··-··· ··-·--·-· ············-- ·--- ·-.-····-- ···-----------···-··- ······;
.·-- ···-1
!
This School District
..·-·-----·---·-·-- ·-·---··-··-···-·-··-·-·· ··-·- ···-·------..J
1
11.9%
Similar District Group
13_.4_%_
11._____ _
___, L___1_3_.1_o/o_
_J]
This rate is a ratio of the count of school-age students with disabilities (ages 4-21) to the total enrollment of all school­
age students in the school district, including students who are parentally placed in nonpublic schools located in the
school district. The numerator includes all school-age students for whom a district has Committee on Special Education
(CSE) responsibility to ensure the provision of special education services. The denominator includes all school-age
students who reside in the district. In the case of parentally placed students in nonpublic schools, it includes the
number of students who attend the nonpublic schools located in the school district. Source data are drawn from the
SIRS and from the Basic Education Data System (BEDS).
Similar District Groups are identified according to the Need-to-Resource-Capacity Index. More information is available
on our NRC capacity categories page.
©Copyright 2014 NYSED.
This page was created on : April21, 2014, 12:26 pm
EST
http:l/data.nysed.govlfiscal.php?)ear=2013&instid=800000051334
313
Assessor's Report- 2013- Prior Year File S495 Exemption Impact Report School District Summary NYS - Real Property System
County of Herkimer
Equalized Total Assessed Value
RPS221N04/L001
Date/Time- 3/19/201414:11:04
Total Assessed Value
548,589,535
586,298,881
School District- 213001 Herkimer Central
Exemption
Code
Exemption
· Name
Number of
Exemptions
Statutory
Authority
Total Equalized Value
of Exemptions
Percent of Value
Exempted
12100
NYS - GENERALLY
RPTL404(1)
8
266,382
0.05
13100
CO - GENERALLY
RPTL406(1)
65
94,226,918
16.07
13110
CO - CEMETERY LAND
RPTL446
1
8,298
0.00
6
813,083
0.14
TOWN - GENERALLY
RPTL 406(1)
13650
VG - GENERALLY
RPTL 406(1)
4
161 ,489
0.03
13660
VG - CEMETERY LAND
RPTL446
3
263,936
0.05
13800
SCHOOL DISTRICT
RPTL408
3
4,337,234
0.74
13850
BOCES
RPTL408
2
9,463,723
1.61
26
13,002,339
2.22
13500
18020
MUNICIPAL INDUSTRIAL DEV AGENC
RPTL412-a
21600
RES OF CLERGY - RELIG CORP OWN
RPTL462
2
902,341
0.15
25110
NONPROF CORP - RELIG(CONST PRO
RPTL420-a
3
1,905,638
0.33
25120
NONPROF CORP - EDUCL(CONST PRC
RPTL 420-a
14
4,165,000
0.71
25210
NONPROF CORP- HOSPITAL
RPTL420-a
1
164,362
0.03
25300
NONPROF CORP - SPECIFIED USES
RPTL420-b
75
86,760,415
14.80
26400
INC VOLUNTEER FIRE CO OR DEPT
RPTL464(2)
2
608,511
0.10
27350
PRIVATELY OWNED CEMETERY LAND
RPTL446
4
276,170
0.05
29700
PROP WITHDRAWN FROM FORECLOS
RPTL 1138
1
13,830
0.00
41300
PARAPLEGIC VETS
RPTL 458(3)
1
118,404
0.02
41400
CLERGY
RPTL460
4
6,384
0.00
11
135,738
0.02
41720
AGRICULTURAL DISTRICT
AG-MKTS L 305
41730
AGRIC LAND-INDIV NOT IN AG DIS
AG MKTS L306
16
69,511
0.01
41800
PERSONS AGE 65 OR OVER
RPTL467
44
1,464,131
0.25
41834
ENHANCED STAR
RPTL425
729
41,539,196
7.08
41854
BASIC STAR 1999-2000
RPTL425
1,437
42,991,411
7.33
42100
SILOS, MANURE STORAGE TANKS,
RPTL483-a
1
8,966
0.00
Page 9 of27
NYS - Real Property System
County of Herkimer
Assessor's Report- 2013- Prior Year File S495 Exemption Impact Report Schoo( District Summary Equalized Total Assessed Value
RPS221N04/L001
DaterTime- 3/19/201414:11:04
Total Assessed Value
548,589,535
586,298,881
School District - 213001 Herkimer Central
Exemption
Code
Exemption
Name
Statutory
Authority
50000
SYSTEM CODE
STATUTORY AUTH NOT DEFINED
Number of
Exemptions
Total Exemptions Exclusive of
System Exemptions:
Total System Exemptions:
Totals:
2
Total Equalized Value
of Exemptions
212
Page 10 of 27
0.00
2,463
303,673,410
2
212
0.00
2,465
303,673,622
51.80
Values have been equalized using the Uniform Percentage of Value. The Exempt amounts do not take into consideration, payments in lieu of taxes or other payments
for municipal services.
Amount, if any, attributable to payments in lieu of taxes:
Percent of Value
Exempted
51.79