This document contains data from fiscal years 2002 to 2011 on enrollment, required funding, actual spending, and Chapter 70 aid for the Mendon Upton school district in Massachusetts. Key findings include: - Enrollment increased 6% from 2002 to 2005 but has been relatively stable since. - Actual net school spending has exceeded required levels each year, ranging from 7.6% over in 2002 to 18.4% over in 2008. - Chapter 70 aid as a percentage of actual net school spending has declined from a high of 48.9% in 2007 to a low of 45.4% in 2003.

1. 8/31/11 profile11aug.xls
Massachusetts Department of Elementary and Secondary Education
Chapter 70 Trends
710 MENDON UPTON
Required Required Actual Dollars Percent
Foundation Pct Foundation Pct Local Con- Chapter 70 Pct Net School Pct Net School Pct Over/Under Over/
Enrollment Chg Budget Chg tribution Aid Chg Spending (NSS) Chg Spending Chg Requirement Under
FY02 2,010 7.5 12,953,204 13.8 6,353,977 6,599,227 21.9 12,953,204 13.8 13,931,841 13.6 978,637 7.6
FY03 2,120 5.5 13,764,476 6.3 6,704,690 7,059,786 7.0 13,764,476 6.3 15,534,828 11.5 1,770,352 12.9
FY04 2,252 6.2 14,814,664 7.6 6,993,990 7,820,674 10.8 14,814,664 7.6 16,768,757 7.9 1,954,093 13.2
FY05 2,387 6.0 16,128,165 8.9 7,359,617 8,768,548 12.1 16,128,165 8.9 18,651,175 11.2 2,523,010 15.6
FY06 2,495 4.5 17,625,772 9.3 7,917,147 9,708,625 10.7 17,625,772 9.3 20,406,325 9.4 2,780,553 15.8
FY07 2,556 2.4 19,301,063 9.5 8,448,890 10,852,173 11.8 19,301,063 9.5 22,181,930 8.7 2,880,867 14.9
FY08 2,626 2.7 20,644,958 7.0 8,956,960 11,687,998 7.7 20,644,958 7.0 24,436,132 10.2 3,791,174 18.4
FY09 2,658 1.2 21,996,366 6.5 9,449,432 11,227,445 -3.9 20,676,877 0.2 23,950,830 -2.0 3,273,953 15.8
FY10 2,649 -0.3 22,672,457 3.1 10,147,020 12,295,995 9.5 22,443,015 8.5 24,501,200 2.3 2,058,185 9.2
FY11 2,648 0.0 22,132,248 -2.4 10,574,513 11,793,702 -4.1 22,368,215 -0.3 24,428,996 * -0.3 2,060,781 9.2
Dollars Per Foundation Enrollment Percentage of Foundation Chapter 70
Foundation Ch 70 Actual Required Actual Percent of
Budget Aid NSS Ch 70 NSS NSS Actual NSS
FY02 6,444 3,283 6,931 50.9 100.0 107.6 47.4
FY03 6,493 3,330 7,328 51.3 100.0 112.9 45.4
FY04 6,578 3,473 7,446 52.8 100.0 113.2 46.6
FY05 6,757 3,673 7,814 54.4 100.0 115.6 47.0
FY06 7,064 3,891 8,179 55.1 100.0 115.8 47.6
FY07 7,551 4,246 8,678 56.2 100.0 114.9 48.9
FY08 7,862 4,451 9,305 56.6 100.0 118.4 47.8
FY09 8,276 4,224 9,011 51.0 94.0 108.9 46.9
FY10 8,559 4,642 9,249 54.2 99.0 108.1 50.2
FY11 8,358 4,454 9,225 53.3 101.1 110.4 48.3
* Budgeted
To see earlier years back to FY93, unhide rows 10 to 18 and 32 to 40.
Foundation enrollment is reported in October of the prior fiscal year (e.g. FY11 enrollment = Oct 1, 2009 headcount).
Foundation budget is the state's estimate of the minimum amount needed in each district to provide an adequate educational program.
Required Net School Spending is the annual minimum that must be spent on schools, including carryovers from prior years.
Net School Spending includes municipal indirect spending for schools but excludes capital expenditures, transportation, grants and revolving funds.
Federal SFSF grants in FY09, FY10 and FY11, and federal Education Jobs grants in FY11 are not included in these calculations. Net school spending is limited to
Chapter 70 aid and appropriated local contributions. However, the SFSF and Education Jobs calculations were directly based upon the Chapter 70 formula and
helped districts spend at foundation budget levels.
In FY09, this district received an SFSF grant of $1,319,489
In FY10, this district's SFSF grant entitlement was $229,442
In FY11, the combined SFSF and Educ Jobs entitlement was $797,935