1 of 7

2024-2025 Budget

2 of 7

Key Mission

Develop a closer connection between school and home by encouraging parent involvement and to improve the environment at Waverly Belmont School

3 of 7

2024-25 Guiding Principles

School

Staffing

Staff

Support

School Operations

Student Equity Initiatives

Create Community

Having ‘Guiding Principles’ is a new concept that we want to utilize to help direct our decision making throughout the year.

These principles are based on the PTO achieving its Key Mission and the needs that the school administration has communicated.

School Staffing – Staff the school as needed to run safely/effectively.

Staff Support – Support a culture where teachers & administrators feel they have the resources they need to teach & lead effectively.

School Operations – Fill the gaps the school administration has in funding facilities, technology & school functions.

Student Equity – Support initiatives targeted at crating a more equitable environment for all students.

Create Community- Create ways for families to create the community by facilitating or supporting events both on and off the school campus.

4 of 7

2024-25 Principled Spending

School Staffing

Staff Support

School Operations

Student Equity

37%

14%

$58,272

Up 46% over last year due to support of 0.2 FTE of an additional position

$22,500

Up 5% over last year to budget closer to actual money spent on school staff meetings

$21,000

Down from last year because of the agreement with school admin to spend less on technology

$18,000

Up 131% over last year – Want to focus more resources to this initiative going forward

13%

11%

*Create Community principle spending included in Program Expenses shown on the next slide.

**Administrative costs shown on the next slide – Add up to 100% of 2024-25 spending.

% of total 2024-25 budgeted spending

School Staffing

Staffing support school administration believes is necessary to effectively run the school. Up 46% over last year( $18k).

School Counselor (0.5 FTE)

Part-time counselor will deliver biweekly classroom guidance lessons, conducts small group and individual counseling based on MTSS B meeting data.
Member of the Attendance Team, MTSS B team lead, 504 coordinator, sown to grown trainer and response team member, threat response team member, and bullying response team member.
FYI - Two full-time counselors have been included in the Student Based Budget; priority needs from all stakeholders requested an increase to 3 full time counselors.

Instructional Specialist (0.2 FTE)

The instructional specialist currently serves the bottom 10% of every grade level K-5th providing small groups of students with targeted intensive literacy interventions and weekly progress monitoring.
The cost of this position at a .6 level is covered by the student-based budget formula. We will need to increase this position to a .8 to cover related arts class/planning time for Kindergarten and First Grade teachers.

Staff Support

Only slight increase over last year – To match what was actually spent on staff meetings.
Principal Discretionary Fund ($5k), Teacher Request Fund ($11k), Teacher Appreciation ($5k), Staff Meetings ($1.5k)

School Operations

There were large Facilities/Grounds and Security projects that we funded in 2023-24 that are now over (Bball courts, natural playground, Addressing non-working electronic entry doors, window film)
Technology-Software ($4k), Facilities & Grounds-maintenance ($3k), Community Events-food ($2.5k), Music Events-decorations ($2k), Library-Read Me Week ($3k), Field Day ($6k)

Student Equity Initiatives

Club Scholarships ($15k) – Goal is to offer more teacher-led clubs and fund at least 1 scholarship for each.
Additional Initiatives ($3k) – Unsure what these initiatives will be… Want the school admin to help us brainstorm possible solutions to current inequities.

5 of 7

2024-25 Administrative Spending

Self-Funded Administrative Costs (Net $0)

Program Expenses

Fundraising Expenses

Backpack Program

Spirit Wear Costs

PTO Admin

23%

1%

$36,000

$2,100

% of total 2024-25 budgeted spending

6 of 7

2024-25 Fundraising Strategy

Fall Fundraiser - Bulldog Bolt

Parent Socials - Spring & Fall

Restaurant Partnerships

Loyalty Programs

New Community Fundraising

71%

*Additional income from Backpack fundraising ($6k) & Spirit Wear sales ($15k) not shown – Net $0 with expenses

$112,000

Up 31% over last year

$10,000

Same as last year

$4,000

Up 100% over last year

$1,000

Down 50% from last year

$10,000

New this year

% of total 2024-25 budgeted receipts

6%

3%

1%

6%

Fall Fundraiser - Bulldog Bolt

- More local company sponsorships through increased efforts & would like to offer increased visibility for them.

- Continue to focus on our one large annual fundraising event for the families to donate funds.

- Continue to push student involvement through classroom & teacher engagement.

Parent Socials - Spring & Fall

- Community building events that cover their cost through donations.

- Not a large annual focus but would like to have fundraising aspects to bring in slightly more than cost to put on the events.

Restaurant Partnerships

New funding source that has been developed over last couple years
Analyze effectiveness by partner and pick selectively (seek new opportunities)
Consider classroom/teacher involvement

Loyalty Programs

Looking to continue, Minimal effort to raise these funds
Consider additional communication for families to connect accounts

Seeking New Community Fundraising Opportunities

Goal of this initiative is to find additional ways to raise funds without asking for money from WB families.
HundredX opportunity
Open to any other opportunities

7 of 7

2024-2025 Other Initiatives

Communications

Email Texts & Website

PTO Volunteer Roles

More People-Spread Further

Principled Spending

Challenge All Requests

Spirit Wear Changes Designs & Sourcing

Communications

We have heard that not everyone always knows about what is happening at any given time.
We try to over communicate currently and we believe our current communication strategy (email & Instagram) can be improved.
Going to look into the possibility of short text reminders with links to a more up-to-date website with all that is happening – lists and/or calendar.

PTO Volunteer Roles

This will be a continued effort from this year to spread the responsibilities across more people.
We believe this will allow more opportunities for people to get involved in small roles that will take less of their time.
It is a continued focus because we have had only some success on this so far.

Principled Spending

- WB PTO spending has always been principled, but we want to double down efforts with our ‘Guiding Principles’ to help direct us on our day-to-day decisions.

Always ask the question… Does this spending request help us achieve one of our guiding principles?

Spirit Wear Changes

As mentioned previously, the PTO has planned to break even on merchandise sales and make what we spend.
We would like to investigate if it would be possible to bring down merchandise costs to possibly make money without raising costs to the community.
Consider sourcing merchandise from a local company that will support our school.