FY2026 Superintendents Preliminary Budget Final-1

Comparative Highlights of the Preliminary FY2026 Budget

FY2026

FY2024 Actual

FY2025 Budget

Preliminary Budget

Budget

Budget

Change % Change

REVENUE

Budgeted State Aid Revenues 18,566,652

18,984,755

18,977,941

(6,814) (16,500) (23,314)

-0.04% -3.06% -0.12%

Budgeted Other Revenues

987,441

540,000

523,500

Total Revenues

19,554,093

19,524,755

19,501,441

EXPENDITURES BUDGETED TOTAL EXPENDITURES Operating Budget

99,513,483 107,489,289

110,588,549 3,099,260 5,546,531 (1,344,285) 116,135,080 1,754,975

2.88%

Capital (CIP Plan and Debt Ser 6,383,079

6,890,816

-19.51%

Total District Budget

105,896,562 114,380,105

1.53%

REGIONAL ASSESSMENTS Acton

79,070,675

79,835,435 764,760

71,669,758

0.97%

(FYI - A%)

83.71%

83.21%

82.62%

15,960,274

16,798,204 837,930

Boxborough

13,944,299

5.25%

(FYI - B%)

16.29%

16.79%

17.38%

Total Assessments

85,614,057

95,030,949

96,633,639 1,602,690

1.69%

Assessment Dynamics -

• The regional assessment is calculated by allocating estimated revenues, use of reserves and budgeted expenditures to both member towns using a 3-year historical average of K-12 enrollment by town of residence. The exception to this applies to JHS and SHS (pre- regionalization) debt service costs, for which there is a 5% reduction to Boxborough.

• FY2026 will represent the 11 th year of full regionalization.

Historical Assessment Methodology

• For the first five years, the assessments were determined independent of actual enrollment, based on a methodology set forth in Appendix A of the Regional Agreement, which resulted in a “cost shift” (from Acton to Boxborough) of approximately $1 million per year ($6 million in total). • For FY2020 and FY2021, Appendix A of the Regional Agreement still applied, but in place of the previous method, all budgeted operating and capital costs were allocated on the basis of actual enrollment (three-year averages by town) with one specified “cost shift” (Acton to Boxborough) adjustment each year. For FY2020 and FY2021, the cost shift was $425K and $25K, respectively. The changes reflected in these varying annual “cost shift” amounts can account for disparities in assessment percentage increase between the two towns prior to FY2022.

Current Methodology

• Beginning with FY2022, assessments are based exclusively on three-year student enrollment averages per the Regional Agreement. Trend projections (based on future enrollment projections prepared by an independent consultant) suggest that the Boxborough share of enrollment is increasing vis-à-vis Acton’s, indicating that assessments would increase at a higher rate for Boxborough if that proportionate trend is maintained (see chart below).

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