REORGANIZATION STUDY Hutsonville CUSD #1 Palestine CUSD #3 Robinson CUSD #2 November 10, 2014 Midwest School Consultants Dr. William H. Phillips Dr. Scott L. Day Dr. Leonard R. Bogle Purpose of a Feasibility Study Provide participating districts with information which can help them determine the best options for students, parents, and communities. Provide a neutral viewpoint based on the analysis of curriculum, finances, staff needs, transportation issues, and facilities. FINANCIAL COMPARISONS School District Financial Profile General State Aid, ADA, Personal Property Replacement Tax, Operating Tax Expense, Property Tax Rates per Pupil, and General State Aid per Pupil. Education Fund, Operations Fund, Transportation Fund, IMRF, Bond & Interest Fund, Working Cash, Site & Construction, Safety Prevention, EAV, and Projected Tax Rate of a new District. Incentive Payments. FACILITIES Number of buildings Grades housed in each building Building enrollments & capacities Age of facilities Life Safety/asbestos Accessibility for the physically challenged General upkeep & building conditions TRANSPORTATION Number of Buses Number of Bus Routes Costs Number of students transported Route Mileage & Costs Special Education Buses Other Transportation Services & Costs CURRICULUM K-8 Grade Configurations Hutsonville-147 elementary & 89 junior high = 236 Robinson-360 (K-2), 347 (3-5), & 338 (6-8) =1,136 Palestine- (K-8) = 236 High Schools Hutsonville (9-12) 114 students Robinson (9-12) 500 students Palestine (9-12) 127 students Number of Teachers in Early Childhood, Pre K- 8 Grades (2013) (Excluding Specialty Teachers) Grade Pre-K KG 1 2 3 4 5 6 7 8 Hutsonville Robinson 2 2 1 6 1 5 1 6 1.5 5 1.5 5 5 5 6 5 8 5 8 5 Palestine 1 1 1 1 2 1 1 5 4 4 K 8 Specialty Subjects in the Curriculum Hutsonville Robinson Palestine 1 (5-8) 1 (K-2) 1 (K-8) Subject PE/Health 1 (3-5) 2 (6-8) Art .25 .5 (K-2) .5 (3-5) .5 (6-8) Band 1 (5-12) 1 (6-8) Chorus 1 (K-2) General Music Technology 1 (6-8) .5 (3-5) 1 (K-12) 1 (5-12) Demographic Comparisons 2013 ISBE Data 4 year Graduation Rate Robinson CUSD 2 Hutsonville CUSD Palestine CUSD 3 1 94% 69% 96% Attendance Rate 94% 96% 95% Low Income 46.8% 48.1% 41.1% Mobility Rate 12% 7% 16% Truancy Rate 3% 6.4% 2.1% Students with Disabilities 15% 17.8% 15.4% English Language Learners (ELL) 0.1% 0% 0% High School Requirements Hutsonville A high school student must complete 24 credits including the following to be eligible for graduation: 4 credits in English, 2.5 credits in social studies, 3 credits in mathematics, 2credits in science, .5 in Health and Driver’s Education, 1 credit in Physical Education, .5 credit in Workplace Readiness, Fine Arts Survey, and Resource Management, and 1 credit in any combination of vocational education, music, art, or foreign language. High School Requirements Robinson A high school student must complete 29 credits including the following to be eligible for graduation: 3 credits of Math-including Algebra, 3 credits of Science, 4 credits of English, 3 credits of Social Science, and must pass physical education each semester. Other requirements include: Need 16 total core course credits to meet the graduation requirements. High School Requirements Palestine A high school student must complete 26 credits including the following to be eligible for graduation: 3 years of Math-including Algebra, 2 years of Science, 2 years of Writing, 4 years of Language Arts, 2 years of Social Science, and must pass physical education all four years. Other requirements include: .5 credit each in Consumer Education and Computer Applications. A minimum college preparatory plan includes: 4 credits in English, 3 credits in social studies, 3 credits in mathematics, 3 credits in laboratory sciences, 2 credits in music, art, vocational, or a foreign language sequence. Some universities waive foreign language requirements if four years are taken at the high school level. Based on our Recommendations Benefit of a Curricular Merger between Hutsonville and Palestine High Schools English HHS English 1-4, Resource English 1-3, Applied Communications 1& 2, Drama, Novels, Journalism, and Speech Communications. PHS English 1-4, Applied English, Composition, Communications, and Review English 1-4. *PHS students would benefit from additional English courses in: Drama, Novels, Journalism, and Speech Communications. Mathematics HHS Resource Pre-Algebra, Pre-Algebra, Algebra Essentials, Algebra I, Geometry Essentials, Geometry, Algebra 2, Pre-Calculus, and Lincoln Trail College Calculus & Analytic Geometry 1& 2. PHS Algebra 1 & 2, Geometry, Informal Geometry, PreCalculus, Calculus, Statistics, and RtI Math. *HHS students would have Calculus and Statistics available at the school site. Science HHS Resource Integrated Science, Integrated Science, Resource Applied Biology, Applied Biology, Biology, Human Anatomy & Physiology, Earth Science, Chemistry, and Physics. PHS Physical Science, Life Science, Biology 1-3, Botany/Genetics, Chemistry 1 & 2, and Physics. *PHS students would have additional courses available to them in Resource Integrated Science, Integrated Science, Resource Applied Biology, Applied Biology, Human Anatomy & Physiology, Earth Science, and an additional course in Chemistry. Social Studies HHS Ancient World History, Middle Ages World History, Modern World History, Resource World Geography, World Geography, Resource U.S. History, U.S. History, Psychology, Sociology, Political Science, Economics, Advanced Studies in U.S. History, Resource American Government, and American Government. PHS U.S. History, World History, Current Events, World Geography, and Constitutional History. *Increased number of Social Science courses for PHS students. Ancient World History, Middle Ages World History, Psychology, Sociology, Political Science, Economics, Advanced Studies in U.S. History, Resource American Government, and American Government. Foreign Language HHS Elementary Spanish 1& 2, and Intermediate Spanish 1 & 2. PHS Spanish 1 & 2. *Combine resources to offer Spanish 1-4. Family & Consumer Sciences HHS Intro. to Family/Consumer Sciences Careers, Child Development & Parenting, Care & Learning Services Occupations, Care & Learning Services Management, Food & Nutrition, and Culinary Occupations 1. PHS Orientation to Home Economics Child Development, Foods & Nutrition, Resource Management, and Food Services Occupations. *Added student enrollments will strengthen the department. Business/Computer Science HHS Business & Technology Concepts, Computer Concepts & Software Applications, Accounting 1 & 2, Microsoft PowerPoint Applications, Microsoft Word Applications, Microsoft Excel Applications, Microsoft Access Applications, Intro. to Web Page Construction, and Intermediate Web Page Construction. *PHS students will benefit from a curriculum not currently offered. Art HHS Art 1-4 and Fine Arts Survey. * PHS students will benefit from a curriculum not currently offered A more in-depth exploration into the high school curriculum will need to take place in any combination of a merger as the latest literature on high school reform calls for a connection of curricula to the workforce and college entrance, more rigorous, option-rich curriculum; personalized learning; and student support, and the improvement of instruction by mining data and using digital technologies (Educational Leadership, 2008, p. 8-13). ENROLLMENT ENROLLMENT Student projections are made using existing class numbers to develop percentages These percentages are applied to future classes using the Cohort Survival Method Live births provided by the Census Bureau are used to project Pre-K and K enrollments Hutsonville High School will see a slight growth over the next five years, Robinson High School will see a slight reduction and Palestine will see a large reduction in students based on current numbers and projections. DISTRICT ENROLLMENT CHANGE 2009-10 TO 2013-14 Hutsonville - Pre-K to 8 +12 - High School -8 Palestine - Pre-K to 8 -53 - High School +18 Robinson - Pre-K to 8 -7 - High School -4 DISTRICT ENROLLMENT CHANGE 2013-14 TO 2018-19 Hutsonville - Pre-K to 8 -14 - High School +14 Palestine - Pre-K to 8 +17 - High School -56 Robinson - Pre-K to 8 +7 - High School -24 5 YEAR PROJECTIONS PERCENT INCREASE BY GRADE SCHOOL K Hutsonville 9.89% 110.71% 100.00% 113.83% 110.62% Palestine 13.28% 95.83% 97.70% 96.34% 97.50% Robinson 60.67% 99.14% 101.05% 98.00% 9 10 11 12 88.52% 93.64% 97.06% 106.19% 80.53% 89.92% 101.69% Hutsonville 125.26% Palestine 108.33% Robinson 110.40% Grade 1 Grade 2 Grade 3 Grade 4 Grade 5 Grade 6 Grade 7 Grade 8 87.79% 96.11% 100.89% 96.61% 98.25% 104.44% 104.50% 99.77% 104.06% 104.63% 96.30% 92.06% 99.17% 98.74% 99.79% Palestine High School 140 120 100 80 60 40 20 0 109 115 111 116 127 114 105 98 82 71 ENROLLMENT SUMMARY YEAR Palestine Hutsonville Robinson TOTAL 2009-10 278 224 1143 1645 2010-11 274 244 1094 1612 2011-12 271 231 1154 1656 2012-13 248 232 1130 1610 2013-14 225 236 1136 1597 2014-15 228 239 1137 1603 2015-16 228 233 1142 1604 2016-17 229 226 1154 1609 2017-18 236 226 1152 1614 2018-19 242 222 1143 1607 PROJECTED HIGH SCHOOL SUMMARY Year Hutsonville Robinson Palestine Total 2009-10 122 504 109 735 2010-11 110 507 115 732 2011-12 99 513 111 723 2012-13 106 476 116 698 2013-14 114 500 127 741 2014-15 114 486 114 714 2015-16 116 485 105 706 2016-17 124 466 98 688 2017-18 122 468 82 672 2018-19 128 476 71 676 PROJECTED TRANSPORTATION FLEET SUMMARY TRANSPORTATION # Buses # Vans Type of Program Replacement policy Hutsonville 10 Palestine 9 Robinson 32 1 small van 1 tiger transport 1 7 (Chevy Suburbans and GMC Yukons) Own Own Own No No No No (Have shared Share Athletics with Athletics with with Palestine in transportatio Palestine Hutsonville the past on n occasion) REGULAR ROUTES Regular Route Information Hutsonville 5 Palestine 4 Robinson 24 Average Cost # Students Transported $220,143 $99,394 $696,005 $338,514 341 129 1,387 619.00 Cost/student $646 $770 $502 $639 Regular Route Miles Cost/mile 86,745 $2.54 40,432 $2.46 156,846 $4.44 94,674 $3.14 # Routes SPECIAL EDUCATION ROUTES Hutsonville Palestine Robinson Average # Students Transported 4 13 31 16 Special Education Total Cost $85,426 $90,359 $260,387 $145,391 Total miles 32,507 37,922 58,684 43,038 Cost/student $21,357 $6,951 $8,400 12,236 Cost/mile $2.63 $2.38 $4.44 $3.15 TRANSPORTATION VOCATIONAL Palestine Robinson Average # students Vocational transportation costs 34 37 $27,602 $64,390 $45,996 Vocational transportation miles 7,856 14,500 $11,178 Cost/mile $3.51 $4.44 $4 Cost/student $812 $1,740 $1,276 OTHER COSTS Hutsonville Palestine Robinson Average Transportation costs $47,143 $36,948 $198,134 $94,075 Transportation miles 20,766 14,366 46,889 27,340 Cost/mile $2.27 $2.57 $4.23 $3.02 TOTAL COST ALL AREAS $352,712 $254,303 $206,534 $608,644 SUMMARY - SCENARIO 1 School M.S. Transport H.S. # Buses Miles to HS Total Miles (Sum x 176 x 2 x # buses) Hutsonville 0 2 10 3,520 $11,053 1 Palestine 0 2 8 5,632 $17,684 1 0 $0 0 36 miles round trip all schools Total $28,737 2 $40,694 Robinson Cost (Total miles x $3.14) Athletics (# Buses) Athletic Cost (# Buses x 180 x round trip milesx3.14) SUMMARY - SCENARIO 2 School M.S. Transport # Buses Miles to HS Total Miles (Sum x 176 x 2 x# buses) Robinson 0 0 0 0 $0 0 Palestine 0 2 8 5,632 $14,136 1 16 miles round trip all schools Total $14,136 1 $9,936 Cost (Total miles x $3.45) Athletics (# Buses) Athletic Cost (# Buses x 180 x round trip milesx3.45) SUMMARY - SCENARIO 3 *NO ATHLETIC COSTS AS THEY ALREADY SHARE Total Miles (Sum x 176 x 2 x # buses) Cost (Total miles x $2.51) School M.S. Transport # Buses Miles to HS Hutsonville 0 0 0 0 $0 Palestine 0 2 10 7,040 $17,670 TRANSPORTATION This reorganization would result in small increase to the transportation costs based upon the transportation of students REGARDLES of the Scenario selected. Scenario 3 – Hutsonville/Palestine – would result in a $17,670 increase for the new district. BUILDINGS BUILDINGS Hutsonville H.S. New facility constructed in 2005 and is connected to an older facility that has been well-maintained with excellent lighting and attractive murals. The library is an open concept and is an impressive facility. Large gymnasium - capacity of 759. Handicapped accessible Air conditioned. All of the parking lots have been recently resurfaced at a cost of $12,320. No electrical, plumbing or heating needs and the only boiler in the middle school has been replaced at a cost of $50,000. There is sufficient classroom space in this building, when the capacity of the attached junior high is added, to accommodate the high school students from Palestine while keeping the current 6 – 12 student population in Hutsonville should the boards and citizens choose to move in this direction. BUILDINGS Palestine H.S. Built in 1940 and the Industrial Arts area completed in 1953. Four doors have been replaced summer 2014. Issues noted in the Health Life Safety Report have been addressed at a cost of $14,000 with an additional $3,000 projected to complete the identified areas. A number of issues exist for the high school to include plumbing, brick work and the need for a new boiler within the next two to three years. A cost projection for these items was not provided but the boiler alone would be $50,000. ADG Architecture & Design addressed the possibility of moving the high school students into the existing grade school in an effort to address the building concerns at the high school. The findings, (March 14, 2014 letter) indicated this was not feasible given the space available. The building needs at the high school combined with the lack of space to house the existing high school students elsewhere within the district presents a situation in which the high school students would need to be transported to the other high school should any of the scenarios be chosen. BUILDINGS Robinson H.S. Excellent facility that consists of additions built over a period of time. First addition was constructed in 1955 and renovated in 1999. Additions in 1999, 2004 and 2006. One story structure that is handicapped accessible, has no asbestos, plumbing or electrical issues. Boiler room was converted as it exists now in 2005. Gas-fired water boilers are located in the 2004 renovation section with a cooling tower installed in 1999 near this area. Entire building has air conditioning. Paving and parking lots are acceptable but the high school back driveway may need some attention within the next few years. Has one gravel lot used for staff parking at the southwest corner of the building. Robinson H.S. Fitness center Huge gymnasium, a chorus room, large band room Auto shop classroom is a one-story structure built in 1971 and provides instruction for each of the schools in this study. The building/trades section was constructed in 1995 with additional storage added in 2005. This area provides instruction for each school in this study. Child care center is shared with Hutsonville and Palestine. Has sufficient room for the student population and contains 5 or 6 rooms that are not used 100% of the time and adjustments could be made if necessary to provide room for growth. Could accommodate the addition of students from Hutsonville and Palestine should these districts decide to merge into one. Relatively new structure with adequate space for their students and for others in the study. No additional cost would be incurred should either or both of the districts joining in this study would desire to merge with Robinson. BUILDING CAPACITIES High School Capacity Current Number of Students Hutsonville 577 (counts Jr. High) 114 + 89 (Jr. High) = 293 Palestine 250 127 Robinson 700-800 500 Note: Hutsonville H.S./M.S. capacity can accommodate Palestine H.S. population FINANCIAL AREAS PROPERTY TAX RATES AND EXTENSIONS Rate Palestine CUSD #3 Rate 2.60 605,429 2.44 .50 124,679 .50 .20 49,871 .20 .04 9,978 .04 7,412 .04 12,471 .05 Bonds 72,155 .46 232,151 .89 IMRF 67,367 .45 104,964 .45 Fund Ed. OBM Trans. Sp. Ed. Working Cash Hutsonville CUSD #1 385,462 74,127 29,650 5,930 Robinson CUSD #2 Rate 5,816,020 2.00 1,454,005 .50 581,602 .20 116,320 .04 145,400 .05 1,528,568 .52 380000 .13 .12 Social Security 67,367 .45 84,985 .35 365,000 TORT 60,576 .40 99,975 .57 Lease .-0- -0- 12,471 .05 845,000 145,000 .29 .05 7,412 .05 12,471 .05 26,169 .05 777,463 5,24 1,349,445 5.60 Life Safety Total 11,522,716 3.95 GENERAL DISTRICT COMPARISONS 2012-13 Hutsonville CUSD #1 Palestine CUSD #3 Average Daily Attendance 371 347 General State Aid Revenue 1,278,950 1,354,686 GSA Revenue/Per Student 3,447 3,903 Total District Expenditures 2,692,738 3,921,133 Operating Expense Per Pupil 10,404 10,566 Assessed Valuation Per Pupil 86,777 Total Certified Staff (2010-2011) 32 36 Average Teacher’s Salary (2010-2011) 42,252 48,189 EAV 2010-2011 18,252,508 24,628,454 Robinson CUSD #2 1598 1,335,995 836 16,597,779 9742 119,507 181,978 116 47,645 290,800,984 REORGANIZATION STUDY: Background Information A possible range of tax rates for the newly reorganized district would emerge. The actual rates to be voted upon would be determined by the Committee of Ten This range of rates does not attempt to project the amount for all funds as all districts will have a different tax rate until all of their current bonded debt is paid off. Two of the three districts are deficit spending Bond and interest goes on top of that PROJECTED RATE FOR NEW DISTRICT Combined unit district EAV of $42,365,193 (for only Hutsonville and Palestine) means a penny of local property taxes would generate approximately $4,236/per $100 of EAV. $4,236 x $4.99 of the tax rate approximates the tax rate needed to generate the same amount of funds generated previously by the existing districts. What you now have in $4.79 is a projected UNIT DISTRICT rate for a newly reorganized unit district instead of separate district rates to generate the same amount of dollars in a unit district. The case of a lower tax rate to generate the same amount of taxes in a newly reorganized school district occurs because it seems that a previous Ameren EAV agreement has affected the rate at Hutsonville. While it may appear that a lower tax rate may be possible to achieve funding parity, there are extraneous circumstances in this instance. Therefore with a merger of the districts, it would be necessary to decrease taxes for Palestine by $1.01 and for Hutsonville by $.41 PLEASE KEEP IN MIND THAT THE AUTHOR DOES IN NO WAY SUGGEST THAT THIS RATE WOULD BE UTILIZED FOR PLANNING FOR A REORGANIZATION REFERENDUM. STAFF AND ADA Teacher tenure is guaranteed for certified staff that are maintained by the new district. Appears little need to reduce staff to any significant degree for a newly reorganized district. This factor would be determined by existing school districts prior to a reorganization referendum. Enrollment varies with Hutsonville remaining constant while Palestine is decreasing rapidly. New district (Hutsonville/Palestine) is projected to have increased ADA in the next five years. GENERAL STATE AID COMPARISONS Robinson CUSD #2 Hutsonville CUSD #1 Palestine CUSD #3 General State Aid 2012-2013 1,278,950 1.354.686 Average Daily Attendance 2012-2013 371 347 1,598 ADA 2011-2012 343 333 1,518 ADA 2010-2011 354 322 1,482 Personal Property Replacement Tax 2012-2013 262,401 53,791 859,790 Operating Tax Expense Per Pupil 10,404 10,566 9,742 1,335,995 REORGANIZATION STUDY: Background Information Substantial Incentives Will incentives actually exist? Salary difference will present significant issue after incentives. INCENTIVES Scenario 1: Unit District/ Hutsonville, Palestine, Robinson GSA Equalization = $3,009,504 over four years. The new district would receive less GSA as a unit district: $752,376 annually after the four year incentive period. Scenario 2: Unit District/Palestine, Robinson GSA Equalization = Palestine/Robinson = $2,983,128 over four years. The new district would receive less GSA =$745,782 annually after the four year incentive period. Scenario 3: Unit District/Hutsonville, Palestine GSA Equalization = $5,300 over four years. The new district would receive less GSA = $1,325 annually after the four year incentive period. Therefore, of the three scenarios the third Scenario is by far the best of the formulas for a minimal loss of GSA after the four year incentive period expires. TEACHER SALARY EQUALIZATION Scenario 1: Unit District/ = $1,012,352 over a four year period. Annually, there is a difference in salaries paid by the State of Illinois of $253,088 Scenario 2: Unit District/Palestine, Robinson over a four year period = $252,416 Annually, there is a difference in salaries paid by the State of Illinois = $63,104. Scenario 3: Unit District/Hutsonville, Palestine over a four year period = $759,936 Annually, there is a difference in salaries paid by the State of Illinois = $189,984. The average salaries of the districts are: Hutsonville = $42,252, Palestine = $48,189, Robinson = $47,645. For purposes of this study the combination of the districts with the least difference is preferential for a newly reorganized district and that would be Scenario Two as the salaries of the Palestine and Robinson teachers would be the closest to the same. Deficit Difference Payment Eligible for this payment are new school districts formed by combining property within two or more previously existing districts. The payment is made once and is equal to the difference between the larger and smaller deficits. Palestine qualifies for a debt deficit payment of $248,441 and this amount would be available to the new district in all three scenarios. INCENTIVES $4,000 PAYMENT FOR CERTIFIED EMPLOYEES Scenario 1: Unit District $1,576,000 or $788,000 annually for two years. Scenario 2: Unit District $652,000 - annually for one year, Scenario 3: Unit District $864,000 – $288,000 annually for three years. Therefore in the fall of Years 2-4 of the newly reorganized district(s), there would be an annual payment of the aforementioned amounts. TOTAL REORGANIZATION INCENTIVES Total Incentives = Scenario 1 = $5,846,297 Scenario 2 = $4,135,985 Scenario 3 = $1,577,677 GSA Difference Incentive = Scenario 1 =$3,009,504 Scenario 2 = $2,893,128 Scenario 3 = $5,300 Deficit Fund Balance Incentive = Scenario 1/2/3 = $248,441 $4,000 Certified Staff Incentive = Scenario 1 = $1,576,,000 Scenario 2 = $652,000 Scenario 3 = $864,000 Salary Difference Incentive = Scenario 1 = $1,012,352 Scenario 2 = $252,416 Scenario 3 = $759,936 REORGANIZATION RECOMMENDATION There are eleven current allowable procedures for the reorganization of districts in the state of Illinois. It is the recommendation of the consultants that the Hutsonville and Palestine Unit districts utilize an Article 11-A reorganization process to merge the districts into a new unit district. Rationale for a possible reorganization involving any of the aforementioned procedures could include: Together the districts would become more fiscally and financially stable. The junior and senior high curriculum would be greatly enhanced by coalescing the enrollment of the junior high and high schools and most likely an improved junior high and high school curricular offering. The various tax rates, teacher salary schedules, could be equalized for all community citizens. An “economy of scale” in purchasing would be realized with increased size of the school district and its concurrent purchasing power. Curriculum articulation between the districts would be guaranteed in a unit district, eliminating the various textbooks, testing programs. Certified and Non-Certified staff would be utilized more efficiently. ARTICLE 11 – A SUMMARY Would require a petition to the Regional Superintendent of Education by all districts or a citizen petition with at least fifty voters signing the petition from each district for 200 total signatures. After a petition is received, the Regional Superintendent would gather information and publish the time and place of a public hearing. At this hearing, constituents of districts may speak to this issue. After the hearing the Regional Superintendent and subsequently the State Superintendent must approve the reorganization petition. If both officers approve the petition, the referendum is scheduled for the next regularly scheduled election. If the election is approved by a majority of voters in “each district” then the newly reorganized district would begin operation on the next July 1, after the successful reorganization. Publications Phillips, W. & Day, S. (2004). “Exploring Realities of Reorganization: Navigating your Options”. The Illinois School Board Journal, 72, (4), 10-15. July/August. Phillips, W. (2006). “Consolidation Proposal Expert Analysis”. State School News Service, January 2006. Retrieved online from www.stateschoolnews.com Publications Phillips, W. (2006). “Proposed Legislation Realigns Reorganization”. The Illinois School Board Journal, 74, (2), 7-10. March/April. Phillips, W., Day, S., Bogle, L. (2014). “Exploring School District Reorganization; Navigating Your Options”. IASB Publication. Questions from the Audience Dr. William Phillips 217 206-7155 phillips.william@uis.edu