St. Mary’s Parish Meeting

St. Mary’s

Catholic Church

&

St. Mary’s Catholic School:

Notable Figures & Facts

To remain Viable as a Parish and as a School

Parish CensusResponse

• 524 Envelopes were sent to current Parishioner list.

• 14 were returned undeliverable

• 11 asked to be dropped as members of St. Mary’s

• 231 were affirmative responses: 49%

• 268 were not returned: 51%

Baptisms 2000 to Present2000: 14, 12 babies (St. Mary 2, CCD 1)

2001: 25, 20 babies (St. Mary 4, CCD 3)




2005: 20, 14 babies (Pre-School 2)

2006: 17, 12 babies

2007: 22, 10 children (St. Mary’s 6)

2008: 7, 4 children (St. Mary’s 1)

Sunday Collections

July 1, 1995 to Present

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

Month/Year

Same Chart by Year ’95 to ’08

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

1995 1997 1999 2001 2003 2005 2007

2008-09 Monthly % to School$3,865 X 4= $15,460

Collection for the month……….

July $21774 for 71%Aug $20,339 for 76%Sept $24,965 for 62%Oct $20,670 for 75%Nov $24,145 for 64%Dec $25,593 for 60%

Six Month Average is 68%Diocese 34%; Nationally 8%

School Support SMS/SHS Fiscal Yr

2000-2001 $337,995

2001-2002 $341,902

2002-2003 $380,429

2003-2004 $426,987 TOTAL

2004-2005 $356,430 $3.2 Million

2005-2006 $361,871

2006-2007 $368,121

2007-2008 $411,409

2008-2009 $162,663 as of Jan. 9, 2009

Siesel Fund Performance2000-2001 ($24,444)

2001-2002 ($27,772)

2002-2003 ($1,627)

2003-2004 $28,122

2004-2005 $27,808

2005-2006 $23,804

2006-2007 $23,970

2007-2008 $629

2008-2009 ($27,986 as of 9/30/2008)

St. Mary’s Westville FoundationInterests

2001-02 $3,0312002-03 $9,3802003-04 $7,6522004-05 $18,4822005-06 $24,4312006-07 $25,5352007-08 $26,7672008-09 $14,123

Total $129,401

Bequests to Foundation2000-2001

2001-2002 $225,000 CD’s to Foundation

2002-2003 $215,042

2003-2004 $100,000

2004-2005 $55,846

2005-2006 $103,034

2006-2007 $95,557

2007-2008 $0

2008-2009 $10,000 Bequests=$804,479

St. Mary’s Budget OverviewJuly 1st to June 30th 2009

Income

Extraordinary $124,668

Ordinary $335,250

$459,919

Expenses: Donations: $18,600

Assessments: $241,650 ($106,733 to date)Capital Improvemnets: $1,000

Equipment/Buildings: $31,650Parish Fund Raising: $54,440Household: $5,100Travel: $500Religious Ed CCD: $550Salaries & Benefits: $78,206Extra Clergy: $1,000Supplies & Services: $26,610Foundation Expense: $26,227

Total Expense: $485,534

July 1st to June 30th, 2009Parish Budget Overview

Total Income: $459,919

Total Expenses: $485,534

Net Ordinary Income: ($25,615)

ADA SHORTFALL2002 TO 2007

2002 GOAL $30,621 $3,811 12%

2003 GOAL $33,518 $8,098 24%

2005 GOAL $34,888 $19,343 56%

2006 GOAL $36,162 $27,597 76%

2007 GOAL $36,195 $19,721.67 54%

2008 GOAL $35,361 $12,176 34%

St. Mary’s of Westville, ILFoundation

Articles of Incorporation was filed with the State of Illinois on Oct. 2, 2003

St. Mary’s of Westville Foundation is legally independent of St. Mary’s Parish and the Diocese of Peoria and is a tax deducible

501 (c) (3) Not For Profit Corporation

Purpose: Charitable, religious, & education.

St. Mary’s of Westville Foundation

• $400,000 in current CD’s• Recently open CD: $100,000.00• Pay debt to Diocese $46,109.13

$53,803.25

$400,000.00

At the end of July 2008 $453,803.25

St. Mary’s of Westville, Foundation2003: $672,411

2004: $730,993 (-$53,365)2005: $677, 628 (+$47,248)2006: $724,876 (-$116,272)2007: $608,604 (-$136,692)

At the end of 2008, we are currently at: $471,912

At an April 2008 Meeting the Foundation has set a bottom figure of $400,000

St. Mary’s of Westville, Foundation

DECEMBER 31ST, 2008 $471,912

LESS PROJECTEDBUDGET SHORTFALL: $23,815 ($37,000)

(WHICH INCLUDES

2008 ADA SHORTFALL

OF $12,176) _____________

$448,097

History of St. Mary’s FoundationPaid expenses 2003 to 2008

• ADA shortfalls: $84,627• Church Restoration: $162,892• Professional Services $65,028• Insurance for Trustees $5,208 Bank: $1,022• Schlarman HS: $60,440 Fees: 530• Property/liability: $124,332• Misc. exp School exp.: $12,348• Capital Improvement to school: $78,430• Siesel Fund: $57,029 Labor Day: $105,215

Major St. Mary’s Parish Pay-outsChurch Restoration: $162,892 (Nov. ‘03 to March ‘04)

Rectory Capital Improvement: $3,826 (4/2004 to 6/08)

Sequestered Capital Improvement (Boyle Endowment)

Rectory $35,046 (Nov. 2000 to Aug. ’01)

School $73,969 (Aug. 2000 to April ’02)

Church $41,035 ($15,000 restroom & $24,000 A/C Heating)

Church Roof: $136,659 Murals: Privately Donated

St. Mary’s Grade School

&The Meitler study

II. Elementary Enrollment

• 26 Counties in the Diocese of Peoria

• K to 8th Grade Enrollment has dropped from 10,227 (’02-03) to 9,058 (’07-08) = an 11% decrease in a five year period

• (14% Nationally and 16% regionally)

• Catholic Students 93% and 89% White

IV. Demographics

• Total population ages 0 to 4 in counties with a Catholic school is projected to increase 8% between 2000 & 2010.

• In Vermillion (Region 2) this population is projected to decline from 2000 to 2010 by 12%.

• A decline in population is projected to continue in Vermillion Co. through 2020.

IV. Demographics continued• Counties with schools: Ages 5 to 14 decline of

3% to 2010 & then increase of 8% to 2020.

• However, for Vermillion County the 5 to 14 age group will decline by 9% to 2010 and continue to decline by 9% to 2020.

• Public Schools projection is 1% decline within counties with a Catholic School; however, a 7% decline through 2012-13 in counties without a Catholic School— (Vermillion county is on the Illinois poverty WARNING list.)

IV. Demographics continued

• Racial/Ethnic Growth: Hispanic population is the fastest ethnic group in Peoria Diocese (except for Hancock & McDonough counties)

• Very little, if any, Hispanic population in Westville

IV. Demographics continued2008 Report on Illinois Poverty: Counties

Well-Being Indicators

• 22 Counties on the Poverty Warning List and need to initiate corrective action—3 of these are in the Diocese of Peoria.

• There are 5 elementary and 2 High Schools in these three counties.

• Vermillion County has 3 elementary schools and one High School.


Median Family Household Income

• Vermillion Co. $48,552 (McLean Co. $72,620 with an average of $59,874).

• Vermillion Co.: average elementary school tuition/fees w/two children is $2,882 or 5.9% of median family income.

• McLean Co.: $4,353 or 6% median income.

IV. Demographics continuedFINANCES

• The prevailing model of elementary school funding is low tuition, high support from parishes & limited fundraising & development.

• In 2006-07 the average for income from elementary school tuition/fees was 61% nationally and 49% for the Diocese of Peoria. The average for parish support was 8% nationally and 34% for the Diocese of Peoria.

• St. Mary’s: 24&31% and 68% monthly avg.

IV. Demographics continuedTuition & Per Pupil Cost

• National Catholic Education Association reports tuition for Great Lakes Region at $2,479 ($3,159 nationally).

• The average Catholic High School tuition was $5,901 in the Midwest and $6,906 nationally.

IV. Demographics continuedTuition Assistance

• For the 2007-08 school year, 1,934 elementary students are receiving $2.4 Million.

• 1,554 High School students: $1.8 Million

• Diocese of Peoria $500,000 in tuition assistance via Spalding Foundation

• Parishes are assisting with $2 Million


DIOCESAN PARISH INVESTMENT

• 2001-02 TO ’06-07: Income increased 10% but the inflation rate increased was 16%.

• Average Diocesan Parish Support = 44%

• In ’06-07 & ’05-06, more than 60% of the parishes w/elementary school contributed 50% or more of ordinary income. (St. Mary’s is 68%)

IV. Demographics continued• Teacher Compensation: Diocese recommends

beginning salaries be at least 80% of school district.• Development/Fundraising: Average of 10% for

elementary school & 19% of High Schools.• Few Elementary School have consistent

development/fundraising efforts & have some type of endowments.

• Little is done to grow these endowments; & schools rely on donations or bequests.

• Spalding Scholarship Fund: Goal of $12 Million

IV. Demographics continuedFAITH KNOWLEDGE

GRADE DIOC. AVG. NATIONAL AVG.

5TH 78% 71%

8TH 81% 71%

---------------

Most Grade Sch. Offers art, music, & P.E. but not foreign language.

IOWA testing (3,6,&8th grades); Diocesan results are above AVERAGE & Technology equiped.

IV. Demographics continuedLEADERSHIP & GOVERNANCE

• Pastors w/schools extremely supportive of Catholic Schools.

• Pastors & Principals: mutually supportive, respect each other’s role and model a positive, collaborative working relationship for the parish and school community.

IV. Demographics continuedENROLLMENT

• Need to stabilize & ultimately increase elementary enrollment. Difficult in some areas due to the current economic situation, projected school-age population & fewer baptisms.

• Needed: Increased capacity from 71% to 90% (St. Mary’s is below 50% capacity)

• Needed: Increased class size: Average 19 students (St. Mary’s is around 7 to 8 students).


What is a Fiscally Sound School?

School budget is primarily tuition driven & balanced.

Employee compensation is Just and adequate to attract & retain qualified,

excellent teachers.

Conclusion of the Meitler Studyfor St. Mary’s School

• RECOMMENDATION • 1. St. Mary School should give immediate consideration to adopting

a multi-age model of instruction. If this approach does not achieve viability, then consideration should be given for St. Mary School to transition students to Danville Catholic schools.

• Strategies • 1.1 The principal should research the multi-age model and begin a

process to educate parents and teachers about the model and how a transition to the multi-age model will occur.

• 1.2 The principal and pastor should keep themselves well informed through planned communication with the Danville principals and pastors about any changes in grade structure or location.

•

Rationale • K to 8 enrollment was 90 in 2007-08 with an average class size of 10.

Grades 5 & 6 operated as one multi-age class, as did grades 7 and 8. Some teachers find the multi-age classroom a challenge.

• St. Mary School operated at 49% capacity in 2007-08. • Catholic student enrollment declined from 70% in 02-03 to 60% in 2007-08. • St. Mary School is located eight miles south of [Danville] on a main route.

• St. Mary Parish contributes the equivalent of 77% of ordinary income to support its school ($262,571) and Schlarman High School ($5,838).

• The table on page 16 indicates that St. Mary Parish experienced declines in registered parish households, religious education enrollment, First Communions & confirmations since 2001.

• Capital repairs within the next five years are projected to cost $202,000. An additional $50,000 is estimated for the following six to ten years.

Now to St. Mary’s School

2008-09 School Year

Average Cost per ChildCost to run St. Mary’s School $590,545

Divided by 69 pupilsEquals $8,559 per child

Catholic Tuition $2,049 or 24% (reg. avg. $2,479)

Non-Cath. Tuition $2,678 or 31%By Comparison: Schlarman 35%

Holy Family 40.7%; Diocese 49%; Nationally 61% (Tuition avg. $3,159)

2008-09 COST per STUDENT

69 into $590,545 = $8,559Catholic Non-Catholic

$8,559 $8,559

-$2,049 (24%) -$2,678 (31%)

$6,510 $5,881

X41 X28

$266,910 (60%) $164,668 (40%)

Cost to parish $6,510 & $5,881 per child

Total Cost less tuition to parish & fundraising

$431,578

St. Mary’s Grade School

Percent of Catholic/Non-Catholics

60/40%

Percent of Catholic/Non-Catholics Diocesan Wide is:

92/8%

School Fundraising Income by %3 Year Fund Raising Income Trend

against income expense

2005/06 Fundraising income 9.3% 9.4%



By comparison: Holy Family is 20%; Schlarman is 50%, & the Diocese of Peoria is 49%

St. Mary’s School Fundraising efforts by Wilbur Dickson & Michael Burris

• Labor Day Pancake & Sausage Bkfast

• Christmas Bazaar Spaghetti Dinner

• Fish Fry Concession @ games

• Christmas Cards & Mother’s Day Baskets

• Scrip Program (started August 2008)

• SchoolPop/Onecause (started August ’08)

• Search & Give (started August 2008)

Fundraising Efforts continued

• Total percent of budget = 9%

• 20 Catholic Foundations/Grants pursued

• Only 1 successful Grant = Lights

• St. Mary’s Grade School Alumni mailing (July 2008 with no response from 846 Alumni)

Labor Day Weekends2004/05 (Centennial year) $27,002

2005/06 $25,000

2006/07 (bad weather) $14,771

2007/08 $21,063

2008/09 $17,127

QUESTION

CAN

ST. MARY’S CATHOLIC CHURCH REMAIN VIABLE

WITH THESE TRENDS?

Enrollment K to 8th Grade

0

20

40

60

80

100

120

95-96

97-98

99-00

O1-02

O3-04

O5-O6

O7-O8

School Building & GroundsAssessment—Larn Moffitt

• Window Replacement

• Plumbing

• Tuck Pointing

• Kitchen Appliances

• Steam Heating System

• Restrooms

• Ventilation & Air Conditioning

• Parking Lot

Bequests to Foundation2000-2001

2001-2002 $225,000 CD’s to Foundation

2002-2003 $215,042

2003-2004 $100,000

2004-2005 $55,846

2005-2006 $103,034

2006-2007 $95,557

2007-2008 $0

2008-2009 $10,000 Bequests=$804,479

St. Mary’s of Westville, Foundation

DECEMBER 31ST, 2008 $471,912

LESS PROJECTEDBUDGET SHORTFALL: $23,815 ($37,000)

(WHICH INCLUDES

2008 ADA SHORTFALL

OF $12,176) _____________

$448,097

St. Mary’s Parish Meeting

Documents

Transcript of St. Mary’s Parish Meeting