State of the School
What Sustains CJB
Cardinal Joseph Bernardin School
May, 2015
Faith w Service w Academic Excellence
Panel Members
Mary Iannucilli, Principal
Fr. Jay Finno, Executive Pastor
Dave Bernas, Finance Committee Chair
Meg Kulpinski, Marketing Coordinator
Paul Isherwood, Advisory Committee Chair
Marianne Murphy, Long-Range Planning Committee
Katie Walsh, Development Chair
Faith w Service w Academic Excellence
Finance
Faith w Service w Academic Excellence
The Finance Committee was formed as a sub-committee of the School
Council.
Finance Committee’s main purpose is to act in an advisory role to the
School Administration and Pastors on all financial matters concerning the
school.
The Finance Committee also performs special projects as requested by
School Administration and Pastors.
The Committee is NOT an authoritative body.
The Pastors of the 4 sponsoring Parishes have approval authority on
Finance Committee recommendations.
Faith w Service w Academic Excellence
Finance
Members
Mary Iannucilli (Principal)
Fr. Jay Finno (Exec. Pastor)
Dave Bernas (Chair)
John Connelly
Jay Hamilton
Ed Kozel
Tom Leonard
Business Manager
Catherine Driscoll
Outside Accountant
Shannon Carsello
Faith w Service w Academic Excellence
Financial Results: FYE Jun 2014
Total Revenues
Expenses:
Operating
Capital Repair Fund
Total Expenses
Surplus
$3,318,149
3,253,706
47,500
3,301,206
$16,943
• Surplus of $16,943 (which excludes $18,760 fundraising for electronic sign) was
substantially higher than the 2014 budgeted deficit of ($64,180).
Faith w Service w Academic Excellence
2014/15 Key Revenue Assumptions
Enrollment - K thru 8: Budgeted 568 vs. 560 prior year
Pre-K: Budgeted 75 vs. 71 prior year
Tuition:
K-8: $4,638 (2.75% increase over prior year)
4yr. old Pre-K: $2,381
3 yr. old Pre-K: $1,870
Full Day Pre K: $4,638
Parish Support: 11% subsidy (increased from historical
10% due to changes in expense sharing with SES Parish)
Fundraising Budget increased to $226,000; driven by
mandatory fundraising.
Faith w Service w Academic Excellence
YTD Actual Results vs. Budget
Enrollment trending positively for Pre-K (84 actual vs. 75 budget) and at budget
for K-8 (569 actual vs. 568 budget)
YTD revenue (July 2014 thru Apr 2015) is above budget, driven by:
Generous Donations: $35,000 (unbudgeted)
Fundraising exceeding budget by $48,000
Tuition exceeding budget by $31,000
YTD operating expenses are below budget driven by:
Health Ins /Fringe Benefit Costs: $72,000 under budget
Professional Growth: $17,000 under budget
Unbudgeted Technology Investments: $110,000 (CAT 5 rewiring and K-8 Language
Series)
Projected Surplus of ~ $150,000 for FYE June 2015!
Faith w Service w Academic Excellence
Enrollment Trend
700
600
76
500
88
54
64
58
73
62
76
49
29
400
300
200
100
0
88
56
58
57
70
54
74
51
67
60
2012 2013
(629) (635)
53
58
61
66
54
73
48
73
66
71
57
63
66
52
75
46
73
64
73
84
2014 Current
(623) (653)
8th
7th
6th
5th
4th
3rd
2nd
1st
K
PK
Increase in 2015 enrollment driven by growth in Pre-K and K.
Faith w Service w Academic Excellence
Class Size
Policy per Handbook, which has not changed:
Maximum Class Size:
PK- 20
K- 25
1-3 30
4-8 33
Class sizes are at or below these levels
Faith w Service w Academic Excellence
Current Enrollment by Parish
Current enrollment = 653 students (Pre-K = 84; K-8 = 569)
Parish
St. Stephen, Deacon & Martyr
St. Elizabeth Seton
St. Francis of Assisi
St. Julie Billiart
Unaffiliated
Total Enrollment (Pre K - 8th Grade)
Students
209
199
134
70
41
653
Faith w Service w Academic Excellence
Enrollment Trend by Parish
Enrollment is flat/declining in the more “mature” parishes
Enrollment increasing at SSDM (younger demographic )
“Unaffiliated” growth driven by Pre K.
Parish
St. Elizabeth Seton
St. Stephen, Deacon & Martyr
St. Francis of Assisi
St. Julie Billiart
Unaffiliated
Enrollment
2011
2012
2013
2014
Current
% Change
260
159
161
72
3
655
235
166
156
63
9
629
212
185
149
71
18
635
205
191
132
69
26
623
199
209
134
70
41
653
-23%
Faith w Service w Academic Excellence
31%
-17%
-3%
1267%
-0.3%
2015 /2016 Budget Review:
Faith w Service w Academic Excellence
Budget Considerations
School Council has a goal of maintaining tuition increases
between 3%-5%;
Maintain an excellent educational standard and school services;
Solicit input of the sponsoring parishes in the budget process
through the pastors and finance liaisons
Maintain vitality / sustainability of the school
The Pastors have the ultimate approval authority
Faith w Service w Academic Excellence
Budget: 2015 / 2016 School Year
Total Revenues
$3,542,041
Operating Expenses:
Capital Repair Fund:
Budgeted Surplus:
$3,468,984
$47,500
$25,557
Faith w Service w Academic Excellence
2015/16 Enrollment Assumptions
K-8
Current Year
569
PK
Total
84
653
2015/2016 Est.
541
85
626
2015/2016 K-8 Enrollment Estimate
Current K-8 Enrollment
569
Graduating 8th Grade
- 57
Estimated Incoming K
50
Subtotal
562
Estimated add’l decrease -21
Budget K-8:
541
** To date, we have 551 K-8 and 77 PK students enrolled for next year.
Faith w Service w Academic Excellence
Key Revenue Assumptions
K-8 Tuition increase of 3%
Pre-K Tuition increase of 5.25%
Fundraising budget of $226,000 (in-line with current
year budget)
Parish Support: Parish Subsidy to reduce back to 10%
(threshold level mandated per school bylaws)
Faith w Service w Academic Excellence
Tuition – 2015 / 2016 School Yr.
K-8 Tuition increase of 3% for 2015/16 school year:
Current
2015/16
Incr
K-8
$4,638
$4,777
$139
Non-Parishioner $5,452
$5,615
$163
Pre-School Tuition
Full Day:
3 PK Half Day:
4 PK Half Day:
$4,638
$1,870
$2,381
$4,877
$1,976
$2,502
$239
$106
$121
Faith w Service w Academic Excellence
Revenue Budget - $3,542,041
Tuition
79%
Fees
1%
Extended Day
3%
Fundraising
6%
Parish Subsidies
10%
SCRIP
1%
Faith w Service w Academic Excellence
Expense Budget - $3,516,484
Salaries, Taxes & Fringes 83%
Professional Growth 1%
Books & Supplies 2%
Miscellaneous 1%
Administrative Expenses 3%
Equipment Maintenance/Contracts 3%
Utilities 3%
Capital Repair Fund 1%
OCS Assessment <1%
Insurance 2.5%
Faith w Service w Academic Excellence
Budget Revision in August
2015 / 2016 tuition rates are final
Budget will be revised in August, when actual enrollment
and staffing levels are final.
The revised budget will be used as the fiscal plan to
measure actual results
Faith w Service w Academic Excellence
Development
Faith w Service w Academic Excellence
Development
Development Committee Members
Mary Iannucilli, Principal
Katie Walsh, Chairperson
Renee Dykas, Advisory Council Liaison
Danelle Bernas, Magazine Drive, Memorial Fund
Meg Kulpinski, Annual Fund, Memorial Fund
Beth and John Wood, Golf Outing,
Danielle Huisman, Magazine Drive
Jenny Czerwonka, Spring Event
Cindy Devlin
Catherine Driscoll
Faith w Service w Academic Excellence
Development/Fundraising Goals
Development Events
2013/2014
2014/2015 (YTD)
2015/2016
Mandatory Fundraising
Spring Event
Golf Outing
Magazine Drive
Market Day
Everyday Fundraising
Uniform Resale
Annual Fund
St. Stephen Comedy Night
N/A
$107,000
23,500
11,800
8,700
8,700
N/A
14,000
7,000
$ 98,467
89,598
22,714
12,750
6,280
12,880
5,186
9,435
4,113
$102,000
62,500
23,000
10,000
5,000
7,500
2,500
10,000
3,500
Total
$180,700
$261,423
$226,000
Faith w Service w Academic Excellence
Marketing
Faith w Service w Academic Excellence
Marketing Efforts
Website
CJB Virtual Tour
Facebook Page
Alumni Facebook
Blogging
Press Releases
www.cjbschool.com
http://youtu.be/8SnFhkdTFy4 and also new video up on website
https://www.facebook.com/CJBOrlandHills(547 likes up from 511)
Alumni Get Together planned for 5/21/2015
Weekly
31 written/26 appeared in at least one of the following:
Chicago Tribune Local
Southtown Star
Orland Park Prairie
Tinley Park Junction
Homer Glen Horizon
New Lenox
Frankfort Station
The Regional Newspaper (Palos Park)
Faith w Service w Academic Excellence
Marketing Efforts (cont.)
Parish Bulletins
Principal Newsletter
Bernardin Beacon Newsletter
Guest Speakers
Annual Fund
Memorial Fund
School Tours
Weekly
Monthly
Once a year reaching over 14,000 homes
Kerry Lynch (My Mary Cate)
$10,100.00 as of 4/30/15
$1,200.00 as of 4/30/15
Ongoing as requested
Faith w Service w Academic Excellence
Open House Results
2015
29
8
7
14
58
St. Stephens
St. Julie
St. Francis
Seton
4 Parish Total
No Parish
St. Mary's (Mokena)
Other Parishes
Our Lady of the Woods
St. Damian
St. George
St. Michael
Outside 4 Parishes
12
0
24
0
0
2
0
38
Total Attendance
96
2015
41%
11%
10%
20%
82%
17%
0%
34%
0%
0%
3%
0%
54%
2014
26
8
6
14
54
2014
37%
11%
8%
20%
76%
2013
22
8
8
8
46
14
0
16
4
3
1
1
39
20%
0%
23%
6%
4%
1%
1%
55%
8
3
11
0
1
2
0
25
93
71
Open House Results by Number of Families
2013
2012
2012 2011
2011 2010
31%
34
30%
21
27% 21
11%
12
11%
12
15% 11
11%
12
11%
11
14% 12
11%
21
19%
13
16% 12
65%
79
71%
57
72% 56
11%
4%
15%
0%
1%
3%
0%
35%
7
2
15
6
3
33
112
6%
2%
13%
5%
n/a
n/a
3%
29%
10
4
4
3
1
22
79
13%
5%
5%
4%
n/a
n/a
1%
28%
8
5
5
0
2
20
2010
28%
14%
16%
16%
74%
11%
7%
7%
0%
n/a
n/a
3%
26%
Grade
8
7
6
5
4
3
2
1
K
4yr Pre-K
3Yr Pre-K
Total
of Children
Number ofNumber
Children
2015
2014 2013 2012
1
1
1
1
1
3
1
5
2
1
1
2
6
1
3
1
4
4
1
1
2
2
9
6
6
11
10
25
27
26
40
33
32
22
32
21
19
15
36
96
93
91
135
76
Focus marketing efforts on why perspective families attended open house
Faith w Service w Academic Excellence
Open House Results
How did you hear about CJB?
(can list more than one)
2015
Visited CJB website
31
Parish Bulletin
15
Referred by current family
33
Postcard
26
CJB Articles/Events
23
Flyers
13
Newspaper Ads
7
Relative at CJB
5
Know CJB staff member
1
Viewed CJB Video
7
Principal Voicemail
0
Lawn Signs
0
Word of Mouth
0
161
2014
23
22
36
11
19
9
8
5
5
3
0
0
0
141
2013
23
18
16
13
13
7
7
3
3
1
0
0
0
104
2012
27
38
24
22
12
18
7
10
4
0
0
0
0
162
Pre-Schools
Other Schools
Bobby Noonan
Montessori (Various)
Tinley Park District
Noonan Academy
Kindercare
Zion Lutheran
Orland Park
St. Paul Lutheran
St. Mary's
Triple R
Sandbox
2015
15
0
0
4
4
9
4
9
0
0
4
3
2014
12
7
4
5
3
7
2
6
1
1
0
3
2013
9
6
4
3
3
6
0
4
0
0
2
2
52
51
39
Focus marketing efforts on why perspective families attended open house
Faith w Service w Academic Excellence
Moving Forward
Reintroduce Marketing Committee and create
Parent Ambassador Program
• 7 to 10 Parents
• Responsible for special marketing efforts
• Help with Press Releases
• Open House Assistance
• Alumni Coordination
• Catholic Schools Week Special Events
• CJB Tours for Prospective Incoming Families
• Buddy Program
Faith w Service w Academic Excellence
Key Takeaways
Continue marketing school through website, social media
and press releases
Reintroduce the Marketing Committee
Create Parent Ambassador Program
Focus marketing efforts on why CJB was chosen, for
example faith based education, academics, preschool,
after-school care, Blue Ribbon status, etc.
Faith w Service w Academic Excellence
Long Range Planning
Marianne Murphy, Chair
Mary Iannucilli
Meg Kulpinski
Kevin Bugos
Leah Duszynski
Mike Freisleben
Chris Kirk
Renee Klooster
Jim Tess
Faith w Service w Academic Excellence
Long Range Planning Overview
School Vitality
Academic
Excellence
Catholic Identity
Cardinal Joseph Bernardin Catholic
School
Mission Statement: Provide an integrated Catholic education to prepare students for the
21st century
3 Pillars Represent Our CJB Culture
Faith w Service w Academic Excellence
Long Range Planning
Mission Statement
Provide an integrated Catholic education to
prepare students for the 21st century
Catholic identity
Academic excellence
School vitality
Faith w Service w Academic Excellence
Provide an integrated Catholic education to prepare students for the 21st century
Catholic Identity
0 to 1 yr
1 to 5 yrs
5 to 10 yrs
Academic Excellence
School Vitality
Enrollment
--demographics
Catholic faith formation - Faith Curriculum - new math program
Marketing /PR
club/bible study
Faculty
--CJB app
Technology
–
1:1
computing
--alumni engagement
Character development Extracurricular offer tennis as a sports Finance/Resources – fundraising/school
Successful Learner Traits
space use
Community
Curriculum/Faculty/Technology/
Enrollment/Marketing/PR/Finance/
Catholic faith formation
Extra
curricular
Resources/Community
•Expand service opportunities
•Expand 1:1 computing
•Build volunteer base
for younger grades.
•Rewire for CAT6 ethernet cable
•Create plan for contingency bus service
•Tie religious education in
•Continue running, drama,
•Update enrollment management plan
classroom to outside activities Bernazine, book club, culture club,
•Highlight alumni accomplishments
computer club, scouts, ACE, and
•Publish articles about alumns I parish
chorus
bulletins
Catholic faith formation
Curriculum/Faculty/Technology/
Extracurricular
Enrollment/Marketing/PR/Finance/
Resources/Community
Faith w Service w Academic Excellence
Committee Consideration
Demographics – the committee reviewed our current marketing approach with
Carol Palmer, strategic planner, Archdiocese of Chicago:
Confirmed our current focus on attracting new families and young students
Target families planning to stay enrolled through 8th grade to reduce attrition at
middle school and junior high
Recognize newly baptized children from each parish
Suggested outreach to adjoining parishes, such as OLW
Reminded us to include a school brochure in new family packet
Recommended personal invitation from the pastor
Faith w Service w Academic Excellence
Committee Consideration
Encouraged us to survey parents of new, young students to see what
brought them to CJB – completed!
Ms. Devlin interviews new families
Preschool parents look for good quality day care
Pre-K seeks good academic foundation
Consider special student recognition for grandparents’ donations
Goal for 2015/2016 – update the enrollment management plan
Faith w Service w Academic Excellence
Alumni Engagement
Cultivate alumni, both post college and recent grads
Alumni Reunion Get Together for Mrs. Kirk’s retirement on
May 21, 2015. All Classes invited.
FB alumni page
Other possible events considered include
Career night
Open gym
Softball game
BBQ
Faith w Service w Academic Excellence
Character Growth Card Update
Faculty reviewed the Character Lab growth card
Felt template needed to be changed to a
Successful Learner Traits report card to reflect
our Catholic identity and values
Proposed alternate trait report card will rollout in
Fall 2015 for grades 4 – 8.
Faith w Service w Academic Excellence
Demographic Trends
Sorted students by zip code
Examined census data by zip code, looking for child
population trends
Currently, largest number of students come from 3
zip codes:
60487
60467
60477
Faith w Service w Academic Excellence
Summary
Alumni engagement – developed list of potential
activities to engage alumni, both recent and college grads
Education in the 21st century
Demographics – identified current distribution of student
population and identified areas of potential growth
Faith w Service w Academic Excellence
Thank you
for your continued support of CJB
Faith w Service w Academic Excellence
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