g - Lovejoy ISD

Lovejoy ISD Board Academy 

February 4, 2012

Welcome 

Ted Moore 

Superintendent

Agenda 

1. Welcome – Ted Moore 

2. Role of Board of Trustees – Ann Casey 

3. Candidate Process – Cindy Booker 

4. Academics – Dennis Muizers 

5. Special Education – Sancy Fuller 

6. Break 

7. Hiring Process – Tonya Vining 

8. Demographics – Dennis Womack 

9. Business Services – Shay Adams

Board Duties 

Ann Casey 

LISD Board of Trustees, President

Mission Statement 

LOVEJOY ISD….. 

A school, in partnership with parents and 

community, committed to providing 

opportunities for students to reach their 

academic and personal potential in a 

changing world.

Board Duties 

Overview of School Board Responsibilities 

Structure of Governance in Texas: 

• Legislature 

• SBOE/Commissioner 

i 

• Local Board 

• Superintendent

Board Duties 

• By law, “An independent school district 

is governed by a board of trustees who, as 

a body corporate, shall oversee the 

management of the district.” 

• Because the board is a body corporate, 

members can perform no valid act except 

as a body at meetings properly convened 

and conducted. (Policy BBE Legal)

Legal Powers and Duties 

of the Board include: 

• Govern and oversee management 

• Adopt a policy to establish a planning 

process 

• Levy and collect taxes and issue bonds 

• Adopt and file a budget 

• Have fiscal accounts audited 

• Publish an annual performance report

Legal Powers and Duties 

of the Board include: 

• Receive bequests and donations for the 

district 

• Acquire and authorize sale of property 

• Exercise the right of eminent domain 

• Adopt a policy providing for employment 

and dd duties of personnel 

• Sue and be sued in the name of the 

district.

Defining Terms: 

Governance (the board’s authority) 

• Providing direction through the adoption 

of district goals and policies 

• Judging the accomplishment of district 

goals and the effectiveness of policies 

through the evaluation of the 

superintendent and the assessment of 

district results


Management (The superintendent’s authority) 

• Putting plans, systems, procedures in place 

to accomplish desired outcomes and 

priorities 

• Monitoring plans, systems, and procedures 

for effectiveness in accomplishing desired 

results 

• Adjusting plans, systems, and procedures as 

deemed necessary


Oversight of Management (The board’s 

authority) 

• Making sure goals are clearly defined 

• Making sure plans to achieve results exist 

• Making sure plans are monitored for 

effectiveness and changed if necessary


Policy Development 

• Policy development is a cooperative effort 

involving the board, its local attorney, the 

staff, members of the community, and 

other information sources 

• Policy adoption is the function of the 

board


Policy Development 

• Policy implementation is a function of the 

superintendent and staff 

• Policy review and evaluation is a function 

of the board based on information 

received from the staff, its local attorney, 

community, and other sources.


Chain of Command 

• Concerns from citizens should be 

addressed to the authority closest to the 

problem, then the principal, other 

supervisor, and finally the 

superintendent before appealing to the 

board of trustees.

FAQ–Concerning Board Service 

How much time should I expect to spend on school 

board work each month? 

The board meets at 6 p.m. on the third Tuesday of each 

month. The end time varies, but 10 p.m. is typical. 72 

hours prior to the meeting trustees receive an electronic 

Board Book containing background information which 

must be read prior to the meeting. Allow one to two 

hours to read thoroughly. 

Occasionally, trustees will have other functions to attend 

such as an awards banquet, graduation, or a community 

information forum.

FAQ–Concerning Board Service 

What kind of training is required? 

New board members need about 18 hours of initial 

training i to understand d areas such as the open meetings 

law, school finance, board procedures, and policy 

development. After the first year, trustees complete 

about ten hours of continuing education each year. 

Training is offered by the Texas Association of School 

Boards twice in June. Trustees can attend the Summer 

Leadership Institute in San Antonio June 14-1616 or in 

Forth Worth June 28-30. TASB also offers training in 

many topics through online courses.

2011-2012 2012 Board Priority Goals 

1. Lovejoy ISD will leverage our technology 

resources to enhance teaching and learning to 

ensure that the standards-based approach is 

engaging, successful, efficient, and effective. 

2. Lovejoy ISD will continue to demonstrate growth 

in student academic achievement as evidenced by 

a broad range of measures including a TEA 

Rating of Exemplary as well as TEA Gold 

Performance Acknowledgements.

2011-2012 2012 Board Priority Goals 

3. Lovejoy ISD will develop math and science 

programs which: establish high standards of 

student learning, develop innovative approaches 

to teaching and learning, and serves as a 

lighthouse for math and science instruction in the 

K-12 arena.

2011-2012 2012 Focus Areas 

1. The Lovejoy Graduate Profile is integrated into 

the activities and curriculum at all grade levels 

and is extended into the community as 

appropriate. 

2. Lovejoy High School will provide an experience 

for its graduates that serves to transition them to a 

rich array of post high school options. The senior 

year serves as the culmination of a planned 

developmental approach K-12 designed to prepare 

all students for post high school opportunities.

Board Duties 

Ann Casey 

LISD Board of Trustees, President

Candidate Process 

Cindy Booker 

Assistant to the Superintendent 

for Communication


• The Lovejoy ISD Board of Trustees consists of 

seven trustees serving terms of three years, with 

elections held annually. The terms of one-third 

of the Trustees, or as near to one-third as 

possible, expire each year. Education Code 

11.051(b), (), 

11.059 

• Election Day May 12, 2012


• Candidate packets are available at the 

Administration Building 

• Filing Deadline for a Place on Ballot – 

March 5, 2012 at 5:00 PM 

• More information is available on the 

District website select Board of Trustees 

and then Election Information


Cindy Booker 

Assistant to the Superintendent 

for Communication

Lovejoy ISD Academic Program 

Dennis Muizers 

Assistant Superintendent for Curriculum, 

Instruction and Assessment


• Three Objective Data Elements 

• The Texas Education Agency 

• The College Board 

• National Center for Educational Achievement 

(NCEA) 

• Measures include all levels of performance

TEA Data Elements 

• TEA 

• District ratings (focus on met standard of TAKS, % of 

students who meet ARD expectations, drop-out out rate) 

• Gold Performance Acknowledgements (focus on 

“advanced academics” with TAKS commended 

performance, advanced course enrollment, SAT/ACT 

averages, etc.) 

• Academic Excellence Indicator System (AEIS) annual 

report on data elements including staffing and general 

finance.

TEA Ratings for 2010-2011 

2011 

• Exemplary district 

•One of 61 in Texas 

• No TPM 

• Commended Performance of 

Econ. Dis. 

• All campuses Exemplary

Subject 

LISD 2011 Met Standard 

d 

Percent 

Met 

Standard 

d 

Exemplary 

Performance 

Level 

Reading 99% √ 

Math 97% √ 

Writing 99% √ 

Science 97% √ 

Social Studies 99% √

LISD 2011 Commended d Performance 

Subject 

Percent 

Commended 

Gold 

Performance 

Level 

Reading 63% √ 

Math 60% √ 

Writing 70% √ 

Science 55% √ 

Social Studies 73% √

Texas District TAKS 2010-1111 Ranking for 

Commended Performance Grades 3-11 

6 

1085 

LISD is in the Top 1 % 

1144 

Writing 7 

2011 

18 

1171 

2010 

12 

1157 

2009 

2008 

7 


1156 

1168 

Reading_ELA 9 

11 

1226 

4 

1225 

Math 

6 

6 

5 

6 


1154 

1168 

1226 

1225 

Science 

13 

23 

26 

41 


1131 

1147 

1213 

1210 

Social Studies 

15 

19 

11 

27 


1070 

1098 

1156 

1157

District AEIS Summary 

• Exemplary Rating 

• Gold Performance Acknowledgments 

• Attendance Rate 

• AP Results 

• Commended 

• Reading/ELA 

• Math 

• Writing 

• Science 

• Social Studies

Gold Performance 

Ak Acknowledgments 

ld • Advanced Course/Dual Enrollment Course 

(30% or more) LISD 51.4% 

• College Ready Graduates (40% or more)— 

LISD 76% 

• Recommended HS or DAP (85% or more) 

LISD 95.1%

SAT/ACT for 2010 and 2011 

Average SAT Score Mean Score # Test Takers 

2010 1086 137 

2011 1096 205 

Average ACT Score Composite 

Score # Test Takers 

2010 24 99 

2011 24 136

Impact of Income on SAT Mean 

• On every test section, 

moving up an income 

category was associated 

with an average score 

boost of over 12 points. 

• Moving from the 

second-highest income 

group and the highest 

income group seemed to 

show the biggest score 

boost. 

• However, keep in mind 

, p 

the top income category is 

uncapped, so it includes a 

much broader spectrum of 

families by wealth.

Advanced Placement Program 

• Students 

t 

• College-level level courses taught in a high school 

setting 

• International program with 34 courses and 

examinations offered in 19 subject areas 

• Most are junior and senior level courses 

• Educators 

• Workshops and institutes for teachers 

• Training for administrators

AP Exams 

• Approximately 3 hours in length 

• Two sections: 

• Multiple Choice (about 75 questions) 

• Free Response (essays and/or problems) 

• Scored on a scale of 1 to 5 

•Scores of 3, 4, and 5 usually considered to be 

equivalent to college scores of C, B, and A

LISD 25 AP Courses 

AtHit Art History 

Macroeconomics 

Biology 

Music Theory 

Calculus (AB & BC) 

Physics B 

Chemistry 

Psychology 

Chinese Language 

Spanish Language 

Computer Science (A) 

Spanish Literature 

English Lang. & Comp. 

Statistics 

English Lit. & Comp. 

Studio Art (2-D, 3-D, and 

Environmental Science 

Drawing) 

European History 

US U.S. History 

French Language 

World History 

Government, U.S.

Lovejoy AP Philosophy 

While in the safer environment of home, all students 

who intend to be college bound should take at least 

one AP course before graduating. 

All students who enroll in an AP course are required 

to take the AP exam. 

Acting on this inclusive model creates a situation in 

which the percentage of students who score a 3 or 

higher as well as the test mean score could be 

lowered.

Benefits of AP as a Legitimate Choice 

• 2007 UT Austin Study 

• Students who have passed AP tests (scored 3 or 

better) do better than peers who have not taken 

AP courses or peers who have done dual 

enrollment while in high school. 

• Even students who score at 2 on an AP test 

perform better than peers who have not taken 

AP courses or peers who have done dual 

enrollment while in high school.

AP Enrollment in Lovejoy 

• In 2010, LHS administered 587 AP tests in April. 

• In 2011 , 855 tests were given. 

• In 2012, 1350 tests projected this May. 

• In 2011, 75% (172 of 229)seniors took at least one AP 

course. 

• Of these 172 students, 61 (35%) took an AP course for the 

first time as a senior.

THE 2010 AP SCHOLARS 

AWARDS Compared to 2011 

‣AP SCHOLAR 

‣Scores of 3 or higher on 3 or more AP 

exams 

‣35 students in 2010, 42 in 2011 

‣AP SCHOLAR WITH HONORS 

‣Scores of 3 or higher h on 4 or more AP 

exams 

‣Average score of 3.25 

‣10 students in 2010, 21 in 2011

THE 2010 AP SCHOLARS 

AWARDS compared to 2011 

‣ AP SCHOLAR WITH DISTINCTION 

‣ Scores of 3 or higher on 5 or more AP exams 

‣ Average score of 3.5 

‣ 14 students in 2010, 21 in 2011 

‣ NATIONAL AP SCHOLAR 

‣ Scores of f4 or higher h on 8 or more AP exams 

‣ Average grade of 4 or higher 

‣ 2 students in 2010, 5 in 2011

AP Scholars 

• In 2010, Lovejoy ISD had 65 AP Scholars. 

• This represented 16% of the eligible 

students. 

• In 2011, Lovejoy ISD had 89 AP Scholars. 

• This represents nearly 20% of the eligible 

students.

AP Scholars and GPA 

• Of the 42 AP scholars, 24 were graduates in 

the Class of 2011. 

• Rank and GPA indicates: 

• 10 in top 25% 

• 9 in second quarter 

• 4 in third quarter 

• 1 in fourth quarter

NCEA (National Center for 

Eduational Achievement) 

• NCEA measures highest levels of state 

assessment performance (Commended 

Performance on TAKS) 

• NCEA recognizes schools based on student 

performance over time and demographics. 

• TBEC Honor Roll is based on NCEA data. 

Only top 4% of schools in Texas are 

honored.

District Practices 

• District Benchmarks 

• Collaborative Planning 

• Developing Mental Model of the appropriate 

depth and complexity of the TEKS 

• Interventions based on Data 

• Instructional ti lL Leadership 

• Professional Development

District Practices 

Our teachers have adopted the best practices of: 

• Teaching to the specifics in our state standards, the 

TEKS; 

• Planning collaboratively to share best ideas; 

• Benchmark testing about every 9 weeks to determine 

students’ mastery levels; and 

• Providing interventions for students to improve 

his/her performance.


Dennis Muizers 

Assistant Superintendent for Curriculum, 

Instruction and Assessment

Special Education 

Sancy Fuller 

Executive Director of Special 

Education & Academic Support

SPECIAL EDUCATION 

Supports for Students 

t 

PST 504 

Special 

Ed

PST: PROBLEM SOLVING TEAM 

• All campuses have a team in place 

• Group meets to determine if interventions 

and/monitoring is needed 

• Support provided in the area of academics 

and behavior

504 

• The purpose of the Section 504 of the 

Rehabilitation Act is to prohibit discrimination 

and to assure that students who are disabled, (a 

physical or mental impairment), have 

educational opportunities and benefits equal to 

those provided to non-disabled students. 

• Every campus has a Section 504 Coordinator 

• Accommodations

SPECIAL EDUCATION 

4000 

Lovejoy ISD SPED Student Ratio 

3500 

3000 

2500 

2000 

1500 

1000 

500 

0 

2007-2008 2008 2008-2009 2009 2009-2010 2010 2010-2011 2011 2011-2012 

2012 

Total # Enrolled 2501 2873 3229 3427 3550 

Total # SPED Students 152 177 213 246 254 

Total % of SPED Students Enrolled 6% 6% 7% 7% 7% 

* Data for 2011-2012 is as of 01/30/2012

SPECIAL EDUCATION cont. 

• Students 

• Parents 

• Post ARD Survey 

• Workshops 

• Build It And They Will Come 

• Staff

Special Education TAKS Participation Profile 

. 

Student Testing 

State Region 10 Lovejoy 

Group 

TAKS or another 98.6% 98.7% 99.4% 

State Assessment 

One or more TAKS 91% 90.9% 95.6% 

tests 

Not tTested with 

76% 7.6% 77% 7.7% 38% 3.8% 

Regular TAKS test

Dyslexia 

• The program provides direct instruction for 

students in the areas of phonics & spelling. 

• All campuses have students that receive 

services from a dyslexia therapist. 

• TAKE FLIGHT-Multi-Sensory teaching 

approach (seeing,/hearing /touching)

COUNSELORS 

• Campus support for staff and students 

• Character lessons for students 

• Resource for parents & students 

• Cii Crisis Support

COMMUNITY 

Parent Support Groups 

• Provide almost monthly workshops on 

relevant topics (ADHD, Dyslexia, ARD 

Basics, Autism, Relaxation, etc.)

Special Education 

Sancy Fuller 

Executive Director of Special 

Education & Academic Support

Hiring Great Teachers 

Tonya Vining 

Executive Director of Human Resources

We believe that hiring the right people 

is one of our most important jobs; 

therefore, we place great emphasis 

on the hiring process.

Behavior Based Interviewing 

• Accuracy exceeds traditional interviewing 

accuracy by three to seven times 

• Improved accuracy makes Behavior Based 

interviewing extremely cost effective 

• Cream-of-the crop applicants prefer 

Behavior Based interviews & are more 

willing to accept jobs with organizations 

that use them


• Based on the premise that past behavior is 

the best predictor of future performance. 

• Hiring decisions based on actual behavior 

are far more accurate than those based on 

gut feeling. 

• Must know what you are looking for to get 

what you want.


• Decide what specific skills and experiences 

are necessary to ensure success of the new 

hire in your school setting 

• Design questions around those skills and 

experiences 

• Call upon the candidate to relate 

experiences in previous teaching, student 

teaching or field experience


• Helps the interviewer sort the candidates 

• Have had the training 

• Know the pertinent skills 

• Able to start teaching on day one

The Lovejoy Way 

• Six hours per candidate 

• Three weeks 

• Team of administrators 

i

Important Attributes 

• Ability to build relationships with students 

and their parents 

• Undeniable mission 

• Highly coach-able 

able 

• Values working on a collaborative team 

• Effective teaching experience 

• Ability to demonstrate skills developed 

since becoming a teacher

Leave Nothing to Chance 

NOTES TO LOVEJOY ISD ELEMENTARY INTERVIEW TEAM: 

Prepare for Interview 

Gather Information 

Evaluate 

RATING DESCRIPTIONS: 

Outstanding Applicant = 5 

Above Average Applicant = 4 

Adequate Applicant = 3 

Below Average Applicant = 2 

Unacceptable Applicant = 1

Multi-Step Process 

• Paper Screen 

• Phone Screen 

• Round Robin Interview 

• Final Interview 

• Teach a Lesson

Written Exercise 

Please read article “Not Just a Necessary Evil” and respond to the questions below. You 

have 20 minutes to read and respond 

1. Although the article outlines the benefits of standards for large, urban districts, describe how 

standards can impact a district like Lovejoy. 

2. Describe your personal experience with one or more of the consistent benefits of standards 

found in the school districts that were studied for the 2004 Broad prize. 

3. What are your opinions of the pros and cons of standards (TEKS) and state assessment 

(TAKS) in Texas?

Round Robin Questions 

Station 2 

Scenario: 

You are a team leader and your team has been planning and working together since the 

beginning of school to try and align what you are presenting in class. You have given a 

critical nine week assessment. The results return and more than half of your team’s students 

have been unsuccessful on this critical assessment. Additionally, half of the students who 

failed missed more than half of the questions. Your students are frustrated and your team 

members are upset. You even hear some team members say, “It’s just that assessment.”

Interview Rating Form 

Very Strong 

Evidence Skill Is 

Present 

(5) 

Strong 


Present 

(4) 

Some 


Present 

(3) 

Strong 


Not Present 

(2) 

Very Strong 


Not Present 

(1) 

Teamwork / 

Leadership / 

Relationships 

Graduate 

Profile / 

Student 

Development 

Management of 

Tasks 

(C& I) 

Subtotal of each 

column 

Total of columns _________ Divided by 3 = ___________

Letter to Applicants 

Dear Applicant: 

Thank you so much for taking time to visit with us today. Over the next couple of weeks we will be 

completing our first round of interviews pulling from approximately 1,000 applicants who want to be a part 

of the Lovejoy family. We will contact those who we feel are qualified for the final round of interviews. We 

have less than five elementary school positions available between our three elementary campuses. 

If you are contacted to be involved in the next round of interviews, we will ask you to provide evidence of 

your success in the field. When requested please provide three of the following: 

1) A lesson plan 

2) Supportive student data 

3) An example of a major project description and rubric used 

4) Summary of Professional Development 

5) Example of effective use of technology in the classroom 

6) Video of your teaching/instructing 

We were honored to have met you and dthank you again for wanting to be a part of fthe Lovejoy family. 

Best Regards,

Final Call Back 

• Traditional final interview with the 

principal 

• Includes a central office team member 

• Asks follow-up questions based on round 

robin interview i and/or written exercise

Formal Induction Process 

• New hires invited to board meeting 

• Principals introduce each new hire to the 

board and the community 

• Receive a few tokens to facilitate their 

joining i 

of our team 

• PTA members are present to welcome them 

and give them a personalized note

Hiring Great Teachers 

Tonya Vining 

i 

Executive Director of Human Resources

Demographics 

Dennis Womack 

Assistant Superintendent for Operations

Puster ES 

Sloan Creek MS 

Lovejoy ES 

Lovejoy HS 

Elem #4 

Hart ES 

Willow Springs MS

Highest Ratios of Students per Home

Growing Developments

LISD Growth Projections 

6000 

5500 

5000 

4500 

4000 

3500 

3000 

2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21

Elementary Seats -vs- Projected Enrollment 

2200 

2200 

2000 

2000 

1800 

1800 

1600 

1600 

1400 

1400 

1200 

1200 

1000 

1000 

800 

800 

600 

600 

400 

400 

200 

200 

0 

2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 

0 

Elementary Seats 

Elementary Enrollment Projected

Middle School Seats -vs- Projected Enrollment 

1800 

1800 

1600 

1600 

1400 

1400 

1200 

1200 

1000 

1000 

800 

800 

600 

600 

400 

400 

200 

200 

0 

2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 

0 

Middle School Seats Current 

Middle School Enrollment Projected

K-4 Elementary Seats -vs- Projected Enrollment 

2000 

2000 

1800 

1800 

1600 

1600 

1400 

1400 

1200 

1200 

1000 

1000 

800 

800 

600 

600 

400 

400 

200 

200 

0 

2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 

0 

Elementary Seats 

Elementary Enrollment

Grades 5 & 6 

Seats -vs- Projected Enrollment 

1000 

1000 

900 

900 

800 

800 

700 

700 

600 

600 

500 

500 

400 

400 

300 

300 

200 

200 

100 

100 

0 

2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 

0 

Intermediate School Seats 

Intermediate School Enrollment

1000 

Grades 7 & 8 

Seats -vs- Projected Enrollment 

1000 

900 

900 

800 

800 

700 

700 

600 

600 

500 

500 

400 

400 

300 

300 

200 

200 

100 

100 

0 

2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 

0 

MiddleSchool Seats 

Middle School Enrollment

High School Seats -vs- Projected Enrollment 

1800 

1800 

1600 

1600 

1400 

1400 

1200 

1200 

1000 

1000 

800 

800 

600 

600 

400 

400 

200 

200 

0 

2011-12 12 2012-13 13 2013-14 14 2014-15 15 2015-16 16 2016-17 17 2017-18 18 2018-19 19 2019-20 2020-21 

21 

0 

High School Seats 

High School Enrollment Projected

Timeline for Facility Planning and Construction 

2011 2012 2013 2014 2015 2016 2017 2018 

J FMAMJ JASONDJ FMAMJ JASONDJ FMAMJ JASONDJ FMAMJ JASONDJ FMAMJ JASONDJ FMAMJ JASONDJ FMAMJ JASONDJ FMAMJ JASON 

WSMS 

LHS Phase IV 

Elem #4 

Planning 

Construction

Demographics 

Dennis Womack 

Assistant Superintendent for Operations

Business Services 

Shay Adams 

Chief Financial Officer

Overview 

• Budget Adoption Process / Calendar 

• Types of Funds / Tax Rates 

• Expenditures & Revenue 

• Internal Controls 

• Fund balance

Financial Opportunities 

• Provide excellent stewardship of taxpayer 

dollars 

• Maximize the return on investment of tax 

dollars 

• Keep our board, taxpayers and employees 

informed and educated on how school 

finance impacts Lovejoy ISD

Texas Education Agency 

Budget tD Deadlines 

Note: Two critical dates for budget 

preparation/adoption have been mandated by 

TEA 

(1) June 19th- the district budget must be prepared by this date 

(2) June 30th- the district budget must be adopted by the school 

board by this

School District Budget Process 

The budget process includes three basic steps: 

1. The establishment of an overall district revenue 

projection. 

2. The development of budgets or expenditure 

plans for each school and central office 

department. 

3. Review and approval of the district budget by 

the board of trustees.

Types of Funds 

General Fund – Operating fund aka Maintenance & 

Operation fund. The tax rate for this fund is currently 

$1.06 . With our taxable property value of 

$1,656,287,039 – we raise about $138,600 per penny 

of tax rate. 

Debt Service – aka Interest & Sinking fund used solely 

for the purpose of repaying debt incurred upon 

taxpayer approval. The tax rate for this fund is 

currently $.475.

Types of Funds 

Construction Fund – aka Bond funds. This funds serves as 

basically an escrow account that holds the proceeds of a bond 

issue (approved by the voters) until the projects are complete or 

partially complete and then builders, architects, vendors, etc. are 

paid from this account. There is no tax rate associated with this 

fund because the bonds are paid back through taxes collected in 

the Debt Service fund 

Child Nutrition Fund – This fund is supported by the sales of 

lunches and other food items in our cafeterias. The expenditures 

incurred df for the operations are offset by the revenue to make it a 

self-sufficient sufficient fund.

The Total Tax Rate 

Maintenance & Operations $1.06 

Debt Service $ .475 

Total Tax Rate $1.535

$29,385,927 Total Proposed Budget 

(2011-2012) 

2012) 

•Includes over $2 million in budget reductions 

•Includes $762K additions of: 

•Additional personnel / reassignment of personnel 

•One time payment per employee 

•Online Chinese Program 

•Fuel Cost Increase 

•School Bus Purchase 

•Apple Leases (year 1) 

•Includes both revenue & expenditure increases for Technology 

Allotment formerly recorded in another fund 

•Includes Set-aside for contingent personnel 

•Includes $500,000 Set-aside for designated fund balance

Lovejoy ISD Percentages by Object tCl Classification 

6100 – Personnel $22,646,526 77 % 

6200 – Contracted Services $ 2,800,753 10 % 

6300 – Supplies & Materials $ 2,071,289 7 % 

6400 – Travel & Other $ 1,229,629 4 % 

6600 – Capital Outlay/Fund Bal $ 637,730730 2% 

$29,385,927 100 %

Internal Controls 

• 77 % personnel costs are basically 

controlled by the board’s approval of new 

positions 

• 23% remaining budget is allocated to 18 

budget managers with local control codes 

that allow reporting and approval 

processing to be customized 

• ALL expenditures go through an intricate 

process for approval to expend

Internal Controls 

• Encumbrances 

• Purchase Requisitions 

• First layer is approved by one of the 18 budget 

managers 

• Second layer is reviewed for curriculum / 

program poga alignment twt with district 

dst • Third layer is reviewed for financial audit 

compliance 

• Fourth and final review is for purchase 

pricing/contract accuracy

Overall District Revenue Projection 

• Revenue is estimated/projected based on 

formulas provided and mandated by the 

state 

• Every publicly funded school district in the 

State of Texas uses the same template & 

components 

• Each district must a budget based on the 

projection…so it must be as precise as 

possible

Solving the Equation… 

• The components of the formulas include such numbers as: 

• Average Daily Attendance (ADA) 

• Determined by students & parents, as well as growth 

• State Assigned Taxable Value of properties within the district 

• Determined by the Comptrollers office vs Tax Appraiser based on 

economy & market 

• Tax collection rate 

• Determined by the taxpayers 

• Full Time Equivalents (FTE’s) of special populations served 

• Determined by individual student needs 

• Wealth Per Pupil 

• Determined by legislature l definition 

iti 

• Historical data referenced by legislation 

• Determined by legislative directive

Solving the Equation… 

• We must know the difference between what we 

CAN spend (cash flow) and what we SHOULD 

spend (funds earned) 

• TEA summary of finance is NOT a picture of 

what IS happening in our district this year, it is 

the most EDUCATED GUESS of what 

MIGHT happen in our district this year if none 

of the components change

Overall District Revenue Projection 

• Assumes an ADA of 3,372 

• Assumed a 6.7% reduction in 

funding for 2011-2012 2012 (until we 

had definite information from 

Legislature)

What does that mean? 

• Basically, the only way to increase revenue 

is to gain students 

• In order to fund increases in the budget, 

districts i must either operate in the deficit 

i 

(from fund balance) or cut costs in existing 

programs

Fund Balance History 

Fund Balance 

2005-2006 Fund Balance $ 7,933,935 

2006-2007 Fund Balance $ 8,152,344 

2007-20082008 Fund Balance (restated) $ 7,599,249 

2008-2009 Fund Balance $ 7,607,573 

2009-2010 2010 Fund Balance $8,334,014 

2010-2011 Fund Balance $9,096,757

Fund Balances 

Undesignated dF Fund Balance - Current tB Balance $8,152,052 

aka Savings Account. These funds are maintained by the district 

primarily to pay for operations and to utilize for cash flow prior 

to tax collections. They are also utilized to fund projects & 

improvements beyond the normal annual operations, (i.e. minor 

renovations of buildings, bus purchases, etc.) 

Designated Fund Balance – Current Balance $762,743 

With another $500,000 000 line item budgeted d in the 2011-2012 

2012 

Funds designated by action of the Board of Trustees for a 

specific intent (i.e. the transition into new building)

Function 35 – Student Nutrition 

Program 

$1,612,256 

Operation p of cafeteria 

Food, supplies & labor 

Operates to be self-sufficient program

Function 71 – Debt Service 

$6,900,876 

Repayment of debt approved by voters 

during bond election 

Separate ate portion o of tax rate (.475) 

Only use of these collections is for this 

purpose

Financial Transparency 

• Publication of accounts payable monthly check register for 

all district disbursements via link on Lovejoy ISD Website 

• FIRST report to continue and expand disclosures per 

House Bill 

• Superintendent’s current employment contract 

• Reimbursements to Superintendent and each school board member 

• Superintendent compensation from any outside source 

• Superintendent, executive level office and board member gifts 

received of $250 or more 

• Board member aggregate business transactions

Resources 

• Finance Reports 

• Monthly updates - Budget Status or Amendments 

• Quarterly updates - Investments & Estimates 

• Annual update – Independent Audit 

• LISD Business Services Website 

• Check registers 

• Board Reports 

• Audits 

• Budgets 

• External Resources 

• Texas Education Agency – FIRST Rating 

• Texas State Comptroller – Gold Seal for Transparency 

• National Rating Agencies –S & P AA- & Moody’s Aa2

Business Services 

Shay Adams 

Chief Financial Officer

g - Lovejoy ISD

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