State of the School What Sustains CJB Cardinal Joseph Bernardin School May, 2015 Faith Service Academic Excellence

State of the School

What Sustains CJBCardinal Joseph Bernardin School

May, 2015

Faith w Service w Academic Excellence


Panel Members

Mary Iannucilli, PrincipalFr. Jay Finno, Executive PastorDave Bernas, Finance Committee ChairMeg Kulpinski, Marketing CoordinatorPaul Isherwood, Advisory Committee ChairMarianne Murphy, Long-Range Planning CommitteeKatie Walsh, Development Chair


Finance


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.


MembersMary Iannucilli (Principal)Fr. Jay Finno (Exec. Pastor)Dave Bernas (Chair)John ConnellyJay HamiltonEd KozelTom Leonard

Business ManagerCatherine Driscoll

Outside AccountantShannon Carsello

Finance


Financial Results: FYE Jun 2014

Total Revenues $3,318,149

Expenses: Operating 3,253,706 Capital Repair Fund 47,500 Total Expenses 3,301,206

Surplus $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).


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: $1,870Full 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.


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 budgetProfessional 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!


Enrollment Trend

0

100

200

300

400

500

600

700

2012(629)

2013(635)

2014(623)

Current(653)

29 60 71 844967 66 737651 73 646274 48 7373 54 73 4658 70 54 7564 57 66 5254 58 61 6688 56 58 6376 88 53 57 8th

7th

6th

5th

4th

3rd

2nd

1st

K

PK

Increase in 2015 enrollment driven by growth in Pre-K and K.


Class Size

Policy per Handbook, which has not changed:Maximum Class Size:

PK- 20K- 251-3 304-8 33Class sizes are at or below these levels


Current Enrollment by Parish

Current enrollment = 653 students (Pre-K = 84; K-8 = 569)

Parish StudentsSt. Stephen, Deacon & Martyr 209St. Elizabeth Seton 199St. Francis of Assisi 134St. Julie Billiart 70Unaffiliated 41Total Enrollment (Pre K - 8th Grade) 653


Enrollment Trend by Parish

Enrollment is flat/declining in the more “mature” parishesEnrollment increasing at SSDM (younger demographic )“Unaffiliated” growth driven by Pre K.

Parish 2011 2012 2013 2014 Current % Change

St. Elizabeth Seton 260 235 212 205 199 -23%

St. Stephen, Deacon & Martyr 159 166 185 191 209 31%

St. Francis of Assisi 161 156 149 132 134 -17%

St. Julie Billiart 72 63 71 69 70 -3%

Unaffiliated 3 9 18 26 41 1267%

Enrollment 655 629 635 623 653 -0.3%


2015 /2016 Budget Review:


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


Budget: 2015 / 2016 School Year

Total Revenues $3,542,041

Operating Expenses: $3,468,984Capital Repair Fund: $47,500

Budgeted Surplus: $25,557


2015/16 Enrollment Assumptions

Current Year 2015/2016 Est.K-8 569 541

PK 84 85Total 653 626

2015/2016 K-8 Enrollment EstimateCurrent K-8 Enrollment 569Graduating 8th Grade - 57Estimated Incoming K 50 Subtotal 562Estimated add’l decrease -21Budget K-8: 541

** To date, we have 551 K-8 and 77 PK students enrolled for next year.


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)


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 $139Non-Parishioner $5,452 $5,615 $163

Pre-School TuitionFull Day: $4,638 $4,877 $2393 PK Half Day: $1,870 $1,976 $1064 PK Half Day: $2,381 $2,502 $121


Revenue Budget - $3,542,041

Tuition 79%

Fees 1%

Extended Day 3%

Fundraising 6%

Parish Subsidies 10%

SCRIP 1%


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%


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

Development


Development


Mary Iannucilli, Principal Katie Walsh, Chairperson

Renee Dykas, Advisory Council Liaison Danielle Huisman, Magazine Drive Danelle Bernas, Magazine Drive, Memorial Fund Jenny Czerwonka, Spring EventMeg Kulpinski, Annual Fund, Memorial Fund Cindy DevlinBeth and John Wood, Golf Outing, Catherine Driscoll

Development Committee Members


Development/Fundraising Goals

Development Events

2013/2014 2014/2015 (YTD) 2015/2016

Mandatory Fundraising N/A $ 98,467 $102,000Spring Event $107,000 89,598 62,500Golf Outing 23,500 22,714 23,000Magazine Drive 11,800 12,750 10,000Market Day 8,700 6,280 5,000Everyday Fundraising 8,700 12,880 7,500Uniform Resale N/A 5,186 2,500Annual Fund 14,000 9,435 10,000St. Stephen Comedy Night 7,000 4,113 3,500

Total

$180,700 $261,423 $226,000

Marketing


Marketing Efforts

Website www.cjbschool.comCJB Virtual Tour http://youtu.be/8SnFhkdTFy4 and also new video up on websiteFacebook Page https://www.facebook.com/CJBOrlandHills(547 likes up from 511)Alumni Facebook Alumni Get Together planned for 5/21/2015Blogging Weekly Press Releases 31 written/26 appeared in at least one of the following:

Chicago Tribune LocalSouthtown StarOrland Park PrairieTinley Park JunctionHomer Glen HorizonNew LenoxFrankfort StationThe Regional Newspaper (Palos Park)


http://www.cjbschool.com/

http://youtu.be/8SnFhkdTFy4

https://www.facebook.com/CJBOrlandHills

Marketing Efforts (cont.)

Parish Bulletins Weekly Principal Newsletter MonthlyBernardin Beacon Newsletter Once a year reaching over 14,000 homesGuest Speakers Kerry Lynch (My Mary Cate)Annual Fund $10,100.00 as of 4/30/15Memorial Fund $1,200.00 as of 4/30/15School Tours Ongoing as requested


Open House Results by Number of Families Number of Children2015 2015 2014 2014 2013 2013 2012 2012 2011 2011 2010 2010

St. Stephens 29 41% 26 37% 22 31% 34 30% 21 27% 21 28%St. Julie 8 11% 8 11% 8 11% 12 11% 12 15% 11 14%St. Francis 7 10% 6 8% 8 11% 12 11% 11 14% 12 16%Seton 14 20% 14 20% 8 11% 21 19% 13 16% 12 16%4 Parish Total 58 82% 54 76% 46 65% 79 71% 57 72% 56 74%

No Parish 12 17% 14 20% 8 11% 7 6% 10 13% 8 11%St. Mary's (Mokena) 0 0% 0 0% 3 4% 2 2% 4 5% 5 7%Other Parishes 24 34% 16 23% 11 15% 15 13% 4 5% 5 7%Our Lady of the Woods 0 0% 4 6% 0 0% 6 5% 3 4% 0 0%St. Damian 0 0% 3 4% 1 1% n/a n/a n/aSt. George 2 3% 1 1% 2 3% n/a n/a n/aSt. Michael 0 0% 1 1% 0 0% 3 3% 1 1% 2 3%Outside 4 Parishes 38 54% 39 55% 25 35% 33 29% 22 28% 20 26%

Total Attendance 96 93 71 112 79 76

Open House ResultsNumber of Children

Grade 2015 2014 2013 20128 1 17 1 1 16 3 1 5 25 1 1 24 6 1 3 13 4 4 12 1 2 2 91 6 6 11 10K 25 27 26 40

4yr Pre-K 33 32 22 323Yr Pre-K 21 19 15 36

Total 96 93 91 135

Focus marketing efforts on why perspective families attended open house


Open House Results

Focus marketing efforts on why perspective families attended open house

How did you hear about CJB? Pre-Schools 2015 2014 2013(can list more than one) 2015 2014 2013 2012 Other Schools 15 12 9Visited CJB website 31 23 23 27 Bobby Noonan 0 7 6Parish Bulletin 15 22 18 38 Montessori (Various) 0 4 4Referred by current family 33 36 16 24 Tinley Park District 4 5 3Postcard 26 11 13 22 Noonan Academy 4 3 3CJB Articles/Events 23 19 13 12 Kindercare 9 7 6Flyers 13 9 7 18 Zion Lutheran 4 2 0Newspaper Ads 7 8 7 7 Orland Park 9 6 4Relative at CJB 5 5 3 10 St. Paul Lutheran 0 1 0Know CJB staff member 1 5 3 4 St. Mary's 0 1 0Viewed CJB Video 7 3 1 0 Triple R 4 0 2Principal Voicemail 0 0 0 0 Sandbox 3 3 2Lawn Signs 0 0 0 0 Word of Mouth 0 0 0 0 52 51 39

161 141 104 162


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

Moving Forward


Key TakeawaysContinue 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.


Long Range Planning


Marianne Murphy, ChairMary IannucilliMeg KulpinskiKevin BugosLeah DuszynskiMike FreislebenChris KirkRenee KloosterJim Tess

Long Range Planning Overview

Mission Statement: Provide an integrated Catholic education to prepare students for the 21st century

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3 Pillars Represent Our CJB Culture



Long Range Planning

Mission Statement

Provide an integrated Catholic education to prepare students for the 21st century

Catholic identityAcademic excellence

School vitality


Provide an integrated Catholic education to prepare students for the 21 st century

Catholic Identity Academic Excellence School Vitality

0 to 1 yr

Catholic faith formation - Faith club/bible studyCharacter development - Successful Learner Traits

Curriculum - new math programFaculty Technology – 1:1 computingExtracurricular offer tennis as a sports

Enrollment --demographicsMarketing /PR --CJB app --alumni engagementFinance/Resources – fundraising/school space useCommunity

1 to 5 yrs Catholic faith formation •Expand service opportunities for younger grades.•Tie religious education in classroom to outside activities

Curriculum/Faculty/Technology/Extra curricular•Expand 1:1 computing•Rewire for CAT6 ethernet cable•Continue running, drama, Bernazine, book club, culture club, computer club, scouts, ACE, and chorus

Enrollment/Marketing/PR/Finance/Resources/Community•Build volunteer base•Create plan for contingency bus service•Update enrollment management plan •Highlight alumni accomplishments•Publish articles about alumns I parish bulletins

5 to 10 yrs Catholic faith formation Curriculum/Faculty/Technology/Extracurricular

Enrollment/Marketing/PR/Finance/Resources/Community


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


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 carePre-K seeks good academic foundation

Consider special student recognition for grandparents’ donations

Goal for 2015/2016 – update the enrollment management plan


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 includeCareer nightOpen gymSoftball gameBBQ


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.


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:

604876046760477


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


Thank you

for your continued support of CJB

Documents

State of the School What Sustains CJB Cardinal Joseph Bernardin School May, 2015 Faith Service Academic Excellence