School Finance and Management Benchmark Assessment

John W. Brown

Develop a brief description of the significance of the Program reviewed on current activities to improve student success and how student diversity and special needs are included in

program.This review will examine funding for the Athletic program at Holmes Middle School in Eden, NC.

Holmes Middle School’s Athletic directly affects those involved by assisting in the development of leadership

abilities, responsibility, teamwork and the need for practice. These skills have a direct impact on student

academic achievement.

All students enrolled at HMS have the opportunity to engage in sports programs; special needs students are encouraged to participate as active team members.

Special Needs Inclusion

According to S. Carter, Athletic Director, all team sports had at least one member who was a special needs student; larger teams such as Track and Football had multiple special needs students.

Carter, S. April 29, 2008.

Program Diversity

Player Diversity Levels

White

African-American

Hispanic

40.9%1.8%

57.3%

Holmes Middle School Enrollment

Total Enrollment: 888

6th Grade: 287

7th Grade: 293

8th Grade: 308

Retrieved May 2, 2008 from: http://www.rock.k12.nc.us/Schools/Hms.htm

Complete a review of this budgetary program and evaluate its connection

to the school’s Vision Statement.

Holmes Middle School Mission Statement

Our Mission: To empower students through learning experiences that are meaningful, practical, and motivating.

Athletics play a large role in the life of the Holmes Middle School student body. These activities are designed to enhance the

school mission by providing growth experiences and leadership opportunities outside of the regular classroom setting.

Holmes Middle School Demographics

White

Black

Hispanic

Other

65.4%

26.7%

7.4% 1.5%

Retrieved May 2, 2008 from: http://www.rock.k12.nc.us/Schools/Hms.htm

Holmes Middle School Students Receiving Free or Reduced Lunch Through Title 1

71%

29%

Free orReduced

Full Pay52%

48%

Source: Dillon, M., Principal, April 25, 2008

Describe how the finances of the program reviewed supports teachers

and the instructional process.

The idea that Athletic Programs support and enhance learning and the instructional process are

well documented.

Athletes and students participating in these activities learn teamwork, responsibility and

dependability along with developing a competitive spirit. Working with coaches and sponsors help

them develop listening skills and improve attention and retention of detail. Perhaps the greatest result

of participation, however, may be improved attendance and punctuality, which results in

immediate gains in learning.

How is Success Measured for the Program Reviewed

Success is measured by the amount of student participation, as follows: Sports Participation

0

10

20

30

40

50

60

70

Sport

Tea

m m

ember

ship

Source: Team Rosters 2007 - 2008 Total participation: 328

Program Support for Effective Teaching

School Athletes in North Carolina: Make higher grades. Have less disciplinary issues. Graduate and are promoted at a

higher rate. Have a lower drop-out rate than non-

athletes.

Source: Jefferies, S. and Nethery, V. (2002).

Program Support For Effective Teaching

•A 2002 Brookings Institute Report found that schools with top-ranked athletic teams performed better on state exams than schools with less-successful sports programs.

•“Winning at basketball can go hand-in-hand with winning at mathematics.” Tom Loveless, Director of the Brown Center on Education Policy

Source: Gehring, J. (September, 2002).

Program Support for Effective Teaching

“When two groups of similar students—those who participated in Sports … and those who did not—are compared based on their grade point average, conduct grades, occurrence of suspensions and attendance, …participants fare better in all areas.”

Ledford, S. (2000).

Program Revenue – by Source

Funding Sources

Local

Gate Receipts

State

Federal

80%20%

Source: Wyrick, C., Bookkeeper, April 28, 2008.

0.0%

Federal Revenue Used by Program

No Federal Revenue is received for this program

State Revenue Used

No State Revenue is received for this program. All funding is a combination of

local allotments and gate receipts.

How was community leaders or parents involved in the development and implementation of this program?

Community leaders are not generally involved in this program at theMiddle School level.

Parents are not involved in this program unless they serve as Coachesand Assistant Coaches. However, in this capacity they become very involved and actually are the success behind it.

Holmes Middle School Sports employs or accepts volunteer coaches in seven out of 13 sports. 14 out of 20 Coaches and Assistant Coaches are parents or other volunteers.

Coaches salaries are not funded by the school; they are directly funded by the system and are not paid by individual schools.

Source: S. Carter, Athletic Director.

From the Data Analysis for the finances of this program, how does the program reflect a community

need?

The HMS athletic program serves as an extension of the effort to develop the

whole child. This effort seeks to “promote health awareness, safety, personal

achievement, making positive contributions and ultimately achieving

economic well-being. Sport, in general, is recognized as having an important

contribution to make in delivering these outcomes.”

Source: Draper, R. Sport Playing Its Part.

Local Revenue Used

HMS Athletic Program Funding

Gate Receipts$5,288.00

Local Revenue $1,300.00

Local Revenue

Gate Receipts

Source: Carol Wyrick, Bookkeeper, April 28, 2008.

Illustrate the Decision Making and Budgetary Process for Local Funding

Rockingham CountyBoard of Education

Assistant Superintendent in charge

Of System Athletic ProgramSuperintendent

HMS AthleticDirector

Football Helmet Refurbishment

Program Principal

Decision Making and Budgetary Process for School Gate Receipts

Principal

HMS Athletic Director

VariousTeam Needs

Official’s Salaries

TransportationCosts for

Away Games

Total Expenditures for Athletic Program

This data is year-to-date, not final, as Spring Sports are ongoing.

Source: Wyrick, C., HMS Bookkeeper, April 28, 2008

$0.00$500.00

$1,000.00$1,500.00$2,000.00$2,500.00$3,000.00$3,500.00$4,000.00$4,500.00

Dollars

Helmets Equipment Officials' Salaries

Expense

Athletic Expenditures 2007

Series1

Educational Grade Level Involved in Program indicating enrollment numbers

Grade Level Participation Level

Percentage of Total

7th Grade 145 42%

8th Grade 200 58%

Source: Carter, S. Team Rosters 2007 - 2008

Present conclusions drawn from this research and present implications for how this program supports the school’s plan to meet current state and federal standards.

The evidence seen throughout the research of improvements in student achievement, development and

activity will have direct impacts on all areas. Improvements in achievement, attendance and behavior

should translate into improvements in learning as evidenced by End of Grade test scores and meeting Safe Harbor for Annual Yearly progress. However, this data is

not available for the current year as teasing has not occurred.

Participation in Athletics will also have a direct impact on compliance with the North Carolina Healthy Child Initiative.

While increased funding from local sources will not necessarily translate into increased numbers of athletes, as

each team sport generally has to cut players to meet number limits, it will improve the experience of those

athletes that are chosen for teams.

For accountability purposes, explain the process used to evaluate the success of

this program.

This evaluation was conducted by review of accounting records

for receipts and expenditures, through review of team rosters

and general demographic information, through personal

interviews with the Principal, Athletic Director and Bookkeeper

of HMS and through a literature review on the positive results

of team sport participation.

Illustrate Performance Indicators

Grade Level Participation Level

Percentage of Total

7th Grade 145 42%

8th Grade 200 58%

Illustrate how the Local Revenue Supports Program

Local funding expenditures

Helmet Repair

Other Resources

100% Helmet Repair

0% Other Resources

Source: School Expense Report, 2008

Procedures Used in Allocating Funds (use note page to describe this process)

Gate Receipts

LocalFunds

Athletic Director Requests Bookkeeper

Principal

HelmetRefurbishment

Only

Rockingham CountyBoard of Education

Policy

Equipment Replacement

Officials’ Salaries

Process for Distributing Funds (use note page is describe this process)

GateReceipts

LocalFunds

Athletic Director

Principal

Athletic General Account

Bookkeeper

Describe the Efficiency and Effectiveness of the program. (graphics or narration required)

Sport Roster Number

Baseball 17

Boys Basketball 18

Boys' Soccer 18

Cheerleading 15

Football 65

Girls' Basketball 14

Girls' Soccer 18

Girls' Tennis 8

Golf 12

Softball 15

Track 73

Volleyball 13

Wrestlerettes 7

Wrestling 52

Total Participation 345

Describe how teachers could use the information developed from this program review. Have you identified gaps where

the program needs to improve in areas of student progress?

The data that has been developed in this review is not of

significant use to teachers in improving student progress in the

same sense that data from an instructional program would.

However, the fact that the Sports Program at Holmes Middle

School is seriously under-funded should lead faculty and staff to

assist in ways to improve funding, both local allotments and

gate receipts.

Concluding Statement

The Sports Program at Holmes Middle School plays a vital role in the development of a significant segment of the school population. It encourages develop of strong personal characteristics and improves achievement, attendance and behavior.

References

C. Wyrick (personal communication, April 28, 2008).

Draper, R. (2007). Sport Playing Its Part: The Contribution of Sport to Meeting the Needs of Children and Young People. Sport England. London: Yew Consulting.

Gehring, J. (2002, September 11). Sports and Academics Can Go Hand in Hand, Brookings Study Finds. Education Week, 22(2), 7, Retrieved May 5, 2008 from Academic Search Premier database.

Jefferies, S. and Nethery, V. (2002) Cutting Kids from Athletics: Truths, Myths and Misperceptions. Washington: Central Washington University.

References (continued)

Ledford, S. (2000). A Program Evaluation: Jefferson County Public Schools Sprots club Education Program. University of Louisville.

M. Dillon (personal communication, April 25, 2008).

S. Carter (personal communication, April 29, 2008).

School Demographic Report. (2008) Retrieved May 2, 2008 from: http://www.rock.k12.nc.us/Schools/Hms.htm.