ST. JOHN SCHOOL

925 Chenery San Francisco, California

415-584-8383

www.stjohnseagles.com

Annual Report

Submitted to

Archdiocese of San Francisco

 

and

Educational Community of St. John School

November 30, 2004


Advisory

Board Members:

 

Monsignor Jos  Rod Rodriguez, Pastor

Archdiocesan Vicar to the Spanish speaking community of SF

 

Kenneth J. Willers, Principal

Masters Degree Theology; BA Philosophy; Teaching Credential

 

Barry Gremban, Finance Chair

BA Accounting/Economics University of Eastern Michigan; 5 years Public Accounting Diolotte & Touche; 14 years Finance Back of America

 

Arla Escontrias, Public Relations Chair

Public Relations Coordinator for the City/County of San Francisco; Parent

 

Rhett Devlin, Facilities Chair

Construction Company Owner Archdiocesan Collaborator for many capital improvement projects; Board Member for St. Charles School; Parent

 

Sonia Danielsson, PTG President

Owner of her own Lighting Business; Parent

 

Amilia Ward Ashley, Public Relations

Owner/Publisher of the Sun Reporter Newspaper; Fundraiser and Event Planner; Parent

 

Sharon Sim-Kraus, Marketing

Owner and CEO of Marketing Company; Guardian

 

Sr. Lillian Repak, OSU, Faculty Representative

Leadership for Religious Community; 6th, 7th, 8th Grade Social Studies Teacher; Chaplin to SF Police Department

 

Joan Higgins, Parish Representative

Parish member; Sits on multiple Charitable Boards throughout the State/Country; Background in Education

Faculty & Staff:

 

Principal

Kenneth J. Willers

Vice Principal

Jeannette Beeler

Office Manager

Virginia Burns

Secretary

Janice Jusino

Kindergarten

Diane Aubry

1st Grade

Maureen Puccinelli

2nd Grade

Suzanne Pasman

3rd Grade

Karen Gemmer

4th Grade

Jeannette Beeler

5th Grade

Julie Alexander

6th – 7th – 8th Math/Science/Religion

William Steinmetz

6th – 7th – 8th Language Arts/Religion

Mary Castro

6th – 7th – 8th Social Studies/Religion

Sr. Lillian Repak, OSU

Special Needs/Library

Susan Church

Counselor

Joshua Swartz

Aide

Alan Chan

Extended Care Staff

Sharon Osterlund, Director

Mary Naklowycz, Aide

Avra Urbina, Aide

Carmen Sanchez, Aide

Anna Grande, Aide

Kitchen/Food Service

Anna Grande

CYO Athletic Director

Sandra Guerrero

PTG Board

Sonia Danielson, President

Suzi Vela, Richard Malins, Joe Garciacano, Miriam Moody, Treasurer


Table of Contents

 


MESSAGE TO PARENTS                                                

Letter From the Principal             

Mission Statement & Philosophy

CHAPTER ONE

Student/CommunityProfile                                              

BriefHistory                                                                          

Family/StudentInformation                                                   

Ethnic Background                                                               

TheParents

CHAPTER TWO

Catholic Identity & Curriculum                                      

Variety of Learning Experience                                              

Technology                                                                             

Graduates

CHAPTER THREE

Professional Faculty & Staff                                           

Extended Care

Summary

CHAPTER FOUR

Organization Information                                               

Statement of Revenue and Expenses                                       

Balance Sheet                                                                         

Statement of Changes to Fund Balance
Statement of Cash flows

Enrollment                                                         

Title Funds & Government Programs                                   

Plant                                                                                 

Advisory Board

APPENDIX 


Message to Parents 


Dear Members of the St. John's Educational Community,

 

Once upon a time, a family rented a small room. After a while the family went to the owner of the small room and mentioned that the room was too small. The owner angered by this complaint evicted the family from the small room. Now the room is empty, but it is still too small.

 

From Vision to Reality!

 

In the Fall of 2001, when you welcomed me to St. JohnÕs, I told this story at my first Back to School Night. I asked all of you to share with me your vision of St. John's. I asked all of you to come to me and share with me how you could help us make our education-home a better, more inclusive place for all our children.

 

Many of you did share your vision, insight and expertise with me and as a result of your vision, generosity, enthusiasm, and commitment you enabled our community to expand and flourish and to be in a much better place than we were three years ago. How appropriate that our theme for the 2004-2005 school year is From Vision to Reality.

 

Over the past three years, we shared a vision for technology and received national recognition. We shared a vision for the Arts and now have a Fine Arts and Music program for all our students. We shared a vision for the beautification of our plant and now have an energy efficient building, a newly surfaced playground, re-carpet hallways, and repainted walls throughout the plant. We shared a vision for organizational leadership and now have School, Parent, and Advisory leadership that is dynamic, industrious and accountable.  Our Vision is becoming Reality and more and more families are finding St. John's School their primary choice for education.

 

As you read through our Annual Report you will experience the wonderful three-year journey. I'm honored to share with you the progress we've made and I look forward to the future reality we are going to vision together.

 

Sincerely,

 

 

Kenneth J. Willers, Principal


Introduction

 


MISSION STATEMENT

At St. John the Evangelist Parish School, our primary aim is to be a community of faith and our goal is to nourish each childÕs spiritual, academic, physical, social and emotional growth.

 

STATEMENT OF PHILOSOPHY

We, the faculty and staff of St. JohnÕs School, believe that the Catholic school provides a unique form of education to the students it serves. We believe that we can only achieve these goals with the full cooperation of the parents. We encourage our students to put forth their best efforts at all times.   In order that each child may work to his or her fullest potential we provide a comfortable and safe environment. The main purpose of St. JohnÕs School is to provide an academic environment in which students can develop the knowledge, skills, attitudes and values necessary for a productive Catholic Christian life.

 

STUDENT LEARNING EXPECTATIONS

What should every student who leaves our school be able to do, know, understand or value to be successful in the real world.

 

Individuals Who Model Christ:

á      by exhibiting compassion, tolerance, justice and respect.

á      by making good moral choices.

á      by serving others.

á      by having basic knowledge of Catholic doctrine, tradition, Scripture & liturgy.

á      by having the ability to engage in various forms of prayer.

Diligent Lifelong Learners:

á      who possess a foundation of basic, academic skills leading to independent thinking and learning.

á      who are effective communicators, collaborators and decision makers.

á      who exhibit an appreciation for the fine arts.

Active Individuals:

á      who explore their physical potential.

á      who demonstrate knowledge of health, physical skills and hygiene.

á      who show respect for their own gifts and talents and for those of others.

Responsible Citizens of the Global Community:

á      who conscientiously respond to the needs of society and the environment.

á      who appreciate and understand our diverse society.

á      who are cognizant of current events.

á      who participate in the democratic process.

á      who identify with and participate in an active faith based community.


CHAPTER ONE

 


Brief History

Saint John School opened on January 8, 1917. The school began with the first six grades and a total of one hundred and eighteen children. The pastor of St. John's, Father William Lyons, had asked the Ursuline Sisters to staff the new school. Through the untiring efforts of Father Lyons and his assistants, the enrollment of the school rose to two hundred and thirty-six students within two years. The first graduation exercises were held with great pride and joy on June 10, 1919.

 

In 1967, a grammar school building was completed and opened in the Glen Park district. The enrollment at this time was two hundred ninety-four. The grammar school is one mile away from the rest of the parish plant. Despite this separation, the school is a vital part of the parish.

 

The Ursuline Sisters staffed the school until 1990. For the second half of 1990-1991, the grammar school was under the direction of the Franciscan Sisters. Since the 1991-1992 school year, St. John School has been under the ministry of lay collaborators, educators and administrators.

 

During the past eighty years of service, the grammar school has educated thousands of young people. Through the efforts of very dedicated teachers and staff, St. John's is a place where students can learn to be active members of the faith community formed in Christ. Students can continue to learn values and develop a worldwide view as contributing citizens.

 

Family/Student Information

St. John serves a diverse Catholic population. Eighty-one percent (81%) of our families identify themselves as Catholic. As a result, our annual religious traditions, prayer experiences and instruction are well received by our community. Although the percentage of Catholic Families is high, the number of parish families is low, around 25%. This statistical reality has caused some discussion among the various the levels of Parish and School leadership. One topic that we discuss on an ongoing basis is: how to better serve commuter families that attend St. JohnÕs and how to meet their Sacramental needs especially those within the 2nd and 8th grades.  After much discussion with the pastor and the families St. JohnÕs School has agreed to take on the primary role of preparing our school children for the Sacrament of Holy Communion and for the Sacrament of Confirmation.

 

The ethnic background of the school reflects the ethnicity of the San Francisco and the parish. One third of our students are Hispanic(31%), one-third are Caucasian (31%) with 13% African American, 12% Filipino, and 7% Asian and 6% other ethnic or multiracial backgrounds. All of our students are proficient to fluent in English and some students speak a second language at home.

 

 

The parents of St. John's students represent an occupational diversity with a wide range of employment. In a parent survey administered in the fall of 2004, a sampling of our parents responded that they were employed as medical, business and legal professionals, civil servants, firefighters, police officers, contractors, teachers, and realtors to name a few.



The summary of our parent surveys indicates that the strengths of St. John School are a Christian family environment that encourages Catholic values, and a challenging, comprehensive, and relevant curriculum. Also noted were the caring and responsive staff and the sense of community. In addition, the parents clearly recognize their role as the primary educators of their children. Academically parents are pleased with the strong curriculum offered and have suggested that a second language be added to the curriculum.

 

St. John School is blessed with many active parent volunteers. Parents help in the classrooms, assist in the library, supervise our lunch recess, coordinate a uniform exchange, and act as room parents. Parents also assist in school wide activities such as Chocolate Sale, Book Fairs, Halloween, FoundersÕ Day, Fall Dinner, Silent Auction, and Spring Fling. Volunteers also conduct yearly hearing, vision, and scoliosis screenings. The Parent-Teacher Group (PTG) was established to encourage supportive and social relationships among the parents of St. John School, provide volunteers for school activities, and raise funds to enhance the school programs. Meetings are held regularly on the first Tuesday of the month and are always well attended with at least 50% of parent community present.

  Table of Contents


CHAPTER TWO

 


                                   

St. John School encourages Catholic traditions and values, respect of each person, and service to others. Students value doing well in school and that religion classes and Christian activities help deepen their spiritual growth. Charity drives such as the Holy Childhood Association and our annual Food Drive help develop our students awareness of social justice causes and help them become socially responsible citizens. Monthly celebrations, seasonal pageants, and regular prayer and worship experiences help our students foster an appropriate understanding of their faith of the rich Catholic Tradition.

 

Regarding our curriculum, student data shows that students perform above average on standardized testing and yet as a faculty we've agreed to improve our overall math scores over the next 6 years. High school updates as well as positive comments from parents and graduates strengthen the premise that St. John School produces educated people and life-long learners. Music and art experiences, poetry and academic contests, intergenerational activities, and sports programs help create well-rounded individuals with diverse interests. Standardized testing, surveys, feedback from graduates along with parent comments reaffirm that the philosophy is meeting the mission of the school, and that the goals are being accomplished.

 

St. John School is committed to making an impact on student learning. Textbooks are reviewed under the Archdiocesan six-year plan and updated texts are purchased. During the 2003-2004 school year the faculty and administration review textbooks for two curriculum areas: Reading/LA and Math. As a result two new series were purchased. In-depth studies are completed yearly to assure that the curriculum is aligned with Archdiocesan guidelines and state content standards. St. John's teachers are encouraged to attend in-service workshops in order to keep current with the latest educational pedagogy. Differentiated Instruction, Alternative Assessment, Classroom Management, Religious-based workshops and Technology training are just a few of the professional growth opportunities attended.

 

Survey results and test scores show that St. John School meets the needs of the students. The curriculum is sequential and follows the Archdiocesan guidelines and state requirements. Teachers offer a variety of assignments to foster creativity and individualism. These learning activities address the variety of learning styles present in the school population. Students often have choices in reading material, science projects, and writing topics. 

 

AppleMark? Student surveys and comments show that the children enjoy a variety of learning experiences such as small group work and special projects. A number of students stated that St. John School has strong academics and provides a good education. Parents surveyed agree that St. John School provides a challenging, comprehensive, and relevant curriculum.

 

 

 

St. John School students enjoy a variety of learning experiences with specialized teachers. Beginning in Kindergarten through 5th grade, art, music, computer, and physical education [motor skills] are part of the curriculum within self-contained classrooms. There is a PE and Music instructor. Grades six through eight are departmentalized (Math/Science, LA, Social Studies) which allows teachers to teach to their strengths. The classes are divided into block periods so each teacher has about 1.5 hours a day with their students. There is also a Fine Arts instructor who is hired to come in during the 2nd half of the year and work with students in developing a Fine Arts production, which is aligned to either the Social Studies or LA curriculum. The Fine Arts instructor works for 3 weeks with the Kindergarten through 2nd grade students, and approximately 7-9 weeks with the 3rd through 8th grade students. Parents are involved in helping with the sets, costumes and props.

 

Technology

In 2001, a Technology Plan was established. Each year the Technology Plan has been updated based on the needs of the school and the advancement of technology. The school uses wireless mobile technology throughout the school. Each year since 2002 teachers have had an opportunity for professional development and technology training. The school established Student Technology Aide Representatives (STARs) to assist the teachers and to manage the technology throughout the school. Teachers sign out the laptop cart of 36 laptops on an as needed basis. The laptops are used in an integrative fashion assisting the teacher with his/her instruction or curriculum development. The office is completely networked so files and data are easily shared. In 2003 our Library began to be computerized with a finish date of May, 2005. In 2002-2003 our school won the Catholic Teacher's Innovation in Technology Award. 2003-2004 our school was on TechTV and appeared on ABCWorldNews Tonight for our innovative use of Student Technology Aide Representatives. This year, 2004-2005 our school has adopted Digital Lockers to assist our students with file transfers between home and school. The school, in grades 3rd thru 8th, uses an on-line grade book program that enables parents to view their child's grade right over the Internet.

 

Graduates

The majority of St. John School students apply to Catholic high schools and attend them. 70% of graduates from '00, '01, Õ02, '03, entered a Catholic high school after completing the 8th Grade. In 2004, however, only 42% entered a Catholic high school and when speaking to students and parents, economics played a major reason why Catholic high schools were not considered. Periodic updates from these schools show that many of the students become honor roll and deanÕs list honorees. The way has been prepared for them to become socially responsible citizens and educated people. Some of the graduates also participate in parish programs such as confirmation, high school and young adult youth ministry, and parish service. The religious education received at St. John School is a springboard for students to continue to be active Christians devoted to their faith. 

 


CHAPTER THREE

 


The administration and faculty are professional, qualified educators who strive to remain current and updated in the latest educational theories and practices. Collectively, the faculty has many years of teaching experience, and many have advanced degrees and teaching credentials from California and other states. New teachers attend the Archdiocesan intern teacher workshops and a new faculty orientation meeting given by the administration to provide valuable and necessary information. Mentor teachers are available to each intern teacher as an added resource.

 

All classroom teachers have a BA and a state issued teaching credential. Three teachers and the Principal have a Masters degree. The Junior High math and science teacher has a Ph.D.

 

The school administration, faculty, and staff are dedicated to the school's mission and philosophy. Yearly, the administration and faculty review and revise both the philosophy and mission of the school. The educational and professional goals are based on the philosophy as are the School wide Learning Expectations. The faculty retreat and the Parent-Student Handbook are also centered on the philosophy and mission of the school.   All events at St. JohnÕs are planned with the ultimate mission of the school in mind  — to educate the whole child to become an active Christian.

 

The school administration, faculty, and staff are committed to ongoing spiritual and professional development that ultimately will improve student learning. Faculty and administrators attend workshops, in-services, and classes that will strengthen their effectiveness as educators and some share their insights with their colleagues. Instructional management and curriculum development workshops are attended by all faculty. The faculty over the past 3 years has made tremendous progress on their commitment to technology training and integration. Many use their summer vacations to take classes, work at educationally related positions, read educational journals or participate in workshops. All faculty and administrators have received religion certification for the Archdiocese, and a few are Eucharistic ministers at school and in their own parishes. Throughout the year, prayer opportunities are available to the faculty, and the faculty members themselves plan the weekly faculty prayer. These efforts reveal the administration and faculty's commitment to ongoing professional and spiritual development.

 

The administration, faculty, and staff lead by example and work collaboratively to create a community of faith. Teachers and administrators are living examples of faith in action. All faculty and staff participate in monthly prayer services or liturgies and encourage the community to service. All work very hard to fulfill their ministry as educators. Each child is recognized as a child of God with inborn merit. Therefore, the faculty and administration strive to keep the diverse needs of students always in the forefront.

 

A part time school counselor works with students and parents to address academic, social, or emotional needs. Every class has some children with special needs. Gifted students are offered a variety of enrichment activities to meet their needs. The teachers, our Special Needs Teacher, educational consultants, and parents work together to modify classroom structure for those students with attention difficulties or behavioral concerns. A part time Special needs teacher works with our students who are identified by the parents and or the teachers. The school discipline policy is consistent with the Christian principles of the school, which is outlined in the Parent-Student Handbook. Christian behavior is the ideal, and many teachers use positive reinforcement to achieve this goal. If problems occur, classroom teachers use verbal cues, time outs, contact the parent and/or issue a detention slip. A parent-student-teacher conference may be scheduled if behavior continues to be a detriment to the school environment. The principal is the final recourse in all disciplinary situations. Expulsion results from a final decision resting with the pastor and principal. Historically, few students have been suspended, very few have been withdrawn by the families and none have been actually expelled.

 

Extended Care

The Extended Care program meets the needs of working parents as it is opened daily from 6:45 AM to 8:00 AM and again from 3:00 PM to 6:00 PM. Since the school has a large plant, separate rooms are available for drama, guitar and keyboard classes. This year, 2004-2005, our newly hired Extended Care director has expanded the after school program to offer Gymnastics, Dance, and a foreign language. The Extended Care program also provides a separate track for our Jr. High Students. Our Jr. High students are able to be together as a group, spend time focusing on homework as well as social activities more geared toward their age and maturity.

 

In Summary

St. John School has responded to the spiritual, intellectual, social, physical, and psychological needs of young Catholics for 88 years and continues to foster growth in each child.

  Table of Contents


CHAPTER FOUR

 


Report of School Management

The management of St. John's school is responsible for the preparation, integrity and objectivity for the financial statements of the School. The financial statements and the accompanying notes have been prepared by the finance committee in accordance with accounting principles and, in the judgment of St. John's, present fairly the School's financial position and results of operations.

 

The school maintains a system of internal controls over financial reporting to provide reasonable assurance that assets are safeguarded and transactions are executed in accordance with the schools authorization and are recorded properly to permit the preparation of financial statements. The school recognizes that even a highly effective internal control system has inherent risks, including the possibility of human error. However, the school believes that as of June 30, 2004 that the internal controls over financial reporting are in place and operating effectively.

 

Ken Willers, Principal

30-Nov-2004

 

Finance Committee Report

The finance committee has prepared and reviewed the accompanying balance sheet of St. John's School as of June 30, 2004, 2003, and 2002 and the related statements of Revenues, Expenses, changes in fund balances, and the statements of cash flows, for the years then ended in accordance with generally accepted accounting principles.  All information included in these financial statements is the representation of the management of St. John's school and S. John's parish.

 

A review consists principally of inquiries of management personnel and analytical procedures applied to the financial data.  It is substantially less in scope than an examination in accordance with generally accepted auditing standards, the objective of which is the expression of an opinion regarding the financial statements taken as a whole.  Accordingly, the finance committee does not express such an opinion.

 

Based on the finance committee reviews, we are not aware of any material modifications that should be made to the accompanying financial statements in order for them to be in conformity with generally accepted accounting principles.

 

Barry Gremban, Finance Committee Chairman

30-Nov-2004

 

Finances

Financially the school has made a tremendous effort to be fiscally responsible. The Advisory Board along with the Finance chair has lead the school through a process of Financial planning and Risk Assessment. The largest threat facing our school is reduced enrollment as a result of economic downturn, reduction in number of school age children, increased costs, personnel changes, reputation and parish relationship.  After identifying the above causes the Advisory Board then discussed steps that could mitigate for the enrollment risks. Some steps listed were: establishing cash reserves, identify deferred maintenance, plan for capital improvements, assist families to find financial aid, focus on marketing, good communication with parents, and foster positive relationships with parish, community, and city leaders.  As the Advisory Board moves into the 2004-2005 school year many of these mitigating strategies have been initiated.

  Table of Contents


Statement of Revenue and Expenses

 

 

Year ended June 30,

REVENUE

2002

2003

2004

Tuition

749

755

865

Tuition Assistance

42

90

92

Fees

149

150

180

Fundraising & Development

46

49

66

Donations (Note B)

9

12

5

Other Revenue

5

9

8

Subsidy (Note D)

87

0

0

 

1,087

1,065

1,216

 

 

 

 

EXPENSES

 

 

 

Personnel

764

807

860

Property

57

59

62

Instructional

55

54

60

General & Administrative

39

53

52

Utilities

43

44

41

Furniture & Equipment

25

24

36

Student Activities

20

24

26

Other Expenses

8

8

6

 

1,011

1,073

1,143

 

 

 

 

Revenue in excess (deficient from) expenses

76

(8)

73




Table of Contents


Balance Sheet

 

 

June 30

 

2002

2003

2004

ASSETS

 

 

 

Cash

266

263

251

Tuition Receivable (Note B)

15

7

4

Prepaid Expenses

3

17

21

Current Assets

284

287

276

 

 

 

 

School Equipment (Note C)

-

63

136

Less: accumulated depreciation

-

(10)

(33)

Net School Equipment

-

53

103

 

 

 

 

 

284

340

379

 

 

 

 

LIABILITIES AND FUND BALANCE

 

 

 

 

 

 

 

 

 

 

 

Accrued Liabilities

61

76

80

Other Liabilities

13

7

3

Current Liabilities

74

83

83

 

 

 

 

Deferred Tuition

78

138

114

 

 

 

 

Note Payable due Archdiocese (Note D)

28

30

32

Capital Development Fund due parish (Note D)

44

37

25

Related Party Obligations

72

67

57

 

 

 

 

Liabilities

224

288

254

 

 

 

 

Prior Year Fund (Deficient) Balance

(16)

60

52

Revenue in excess of (deficient from) expenses

76

(8)

73

 

 

 

 

Fund Balance

60

52

125

 

 

 

 

 

284

340

379

 

 

 

 


Statement of Changes to Fund Balance

 

 

Restricted

Unrestricted

Fund Balance

 

 

 

 

 

 

 

 

Balance, June 30, 2001

0

(16)

(16)

 

 

 

 

Revenue in excess of expenses

 

76

76

Restricted income

5

 

5

Income released from restriction (Note B)

(5)

 

(5)

 

 

 

 

Balance, June 30, 2002

0

60

60

 

 

 

 

Revenue deficient from expenses

 

(8)

(8)

Restricted income

1

 

1

Income released from restriction (Note B)

(1)

 

(1)

 

 

 

 

Balance, June 30, 2003

0

52

52

 

 

 

 

Revenue in excess of expenses

 

73

73

Restricted income

1

 

1

Income released from restriction (Note B)

(1)

 

(1)

 

 

 

 

Balance, June 30, 2004

0

125

125

 

 

 

 

Table of Contents

Table of Contents


Enrollment Trends

Although the school experienced a dramatic drop in enrollment (-16%) from 1999-2000 to 2001-2002, with the change of administration and a concerted effort in community building and public relations the enrollment stabilized in 2002-2003 and has since increased 13% to 260 students for the 2004-2005 school year. Since 2001-2002 the enrollment has steadily increased an average of 4% per year compared to the overall enrollment trends of the Archdiocese that has experienced -12% decrease among the San Francisco schools since 1999-2000.

We believe that the strengths of the school are feeding this up beat enrollment experience. Great effort is placed on hospitality and wel-coming all prospective families to the school. The Administration has reached out to com-munity leaders to bring public recognition to the school. The schoolÕs vision with technology has received the national recognition with the honor of receiving the Catholic School of Tomorrow Award for our Innovation with Technology. Also, the Leadership's dedication to the Mission and the Charism of the school has created an atmosphere of joyful optimism that is contagious to all who participate within the community. Finally, the strong curriculum and the dedicated faculty and staff hold the school to high standards and create an environment where the personal, spiritual, and intellectual development of each student thrives. We believe that all these efforts have contributed to the steady progress of the school and its attraction to new families.


Title Funds & Government Programs

St. John School receives Title IA IIA IID,  and V funds from the state government through the SFUSD. Last year the school received about $23,000 dollars in Title funding. The funding was used to purchase our LeapFrog assessment tools, our Science scopes, and to fund 2 six-hour technology-training days for my teachers and students. Jr. High teachers received classroom research books and encyclopedia.

Plant

The school enjoys a wonderful plant that was built in 1967. Our classrooms are large and well suited for learning. In 2002-2003 all the electrical ballasts were upgraded to reduce our electrical usage. Over the last three years great effort was placed on painting, cleaning and repairing areas throughout the school. The Gym, hallways, Extended Care room, Resource room and storage room were all upgraded. In 2002 the building was wired with CAT5 cable and wireless access points were placed in various classrooms in anticipation of our technology vision. In 2003 the GYM was completely repainted. In the 2004 the playground was resurfaced, the hallways were re-carpeted and this fall the plans were started for a complete bathroom renovation for the summer of 2005.

Advisory Board

In 2000, an Advisory Board was established. The Board's primary goals are to assist with development of school policy and focus attention on the fiscal needs of the school. In 2003-2004 the Advisory Board By-Laws were amended to meet the current and future needs of the school and to better serve the Principal. The Advisory Board is staffed with appointed members from the school and parish who, because of their area of expertise, have the ability to serve the school. The Advisory Board focuses on 3 areas: Finance, Public Relations, and Facilities. The appointments are based on expertise and qualifications to fulfill the requirements of the above-mentioned areas. Other Board members consists of the PTG President, a Faculty representative, the Pastor, the Principal, and a Parish representative. This concentrated focus keeps our meetings productive and effective when executing action for the school.

  Table of Contents

Appendix

Note A - General       

           

Saint John's School is a private non-profit elementary Catholic School providing Kindergarten through 8th grade elementary education.  In addition to providing an elementary education, St. John also provides an Extended Care program and collaborates with Catholic Youth Organization for seasonal athletic participation. Fundraising events are sponsored by the school under the direction of the Parent Teacher Group. Saint John's is affiliated with Saint John's parish and operates under the control of the Archdiocese of San Francisco and is accredited by the Western Association of Schools and Colleges in conjunction with the Western Catholic Educational Association                      

 

Note B - Summary of Significant Accounting Policies

 

FUND CLASSIFICATION                                                                   

The financial statements have been prepared using a single balanced unrestricted fund group.  Funds collected under donor restriction amounting to $ 5,254, $ 500, $500 for the years ended June 30, 2002,2003, and 2004 were all released from restriction.  There were no outstanding assets and liabilities under restriction for the years than ended.                                                                 

TUITION RECEIVABLE                                                                      

Tuition receivable is reported at their outstanding balances reduced for amounts deemed uncollectible.  Charge-offs amounting to $3,565 was recorded for the year ended June 30, 2003.     

 

SCHOOL EQUIPMENT                                                                       

School equipment and improvements are stated at cost.  For the year ended June 30, 2003 and 2004, major improvements and equipment purchases were capitalized and are depreciated over their useful-life.  For the year ended June 30 2004, depreciation expense amounting to $ 21,483 and $1,700 are included as a component of Furniture and Equipment expense and Property expense respectively.  For the year ended June 30, 2003, depreciation expense amounting to $9,295 and $283 are included as component of Furniture and Equipment expense and Property expense respectively.  For the year ended June 30, 2002 equipment purchases amounting to $13,870 were treated as Furniture and Equipment expense.                                    

 

RECLASSIFICATIONS                                                                                                

Certain reclassifications were made in 2002 and 2003 to conform to the classifications used in preparing the 2004 financial statements.  Accordingly, such amounts may not agree with those reported in the annual School Financial Report submitted to the Archdiocese.

Note C - School Equipment

           

School Equipment at Cost consists of the following: 

2003  
2004 
ComputerEquipment 
51,245
98,854
SchoolEquipment 
25,681
Property Improvement
1190
1190    
Total 
63,145
136,435

Note D - Transaction with Related Parties   

 

Note Payable due Archdiocese

The school maintains an outstanding loan due the Archdiocese of San Francisco with no stated maturity date.  Interest accrues on the average outstanding balance at an effective rate which approximates 6%.  Unpaid accrued interest is rolled back into the loan principal.  There have been no loan advances or repayments for the years ended June 30,2002, 2003, 2004.

Capital Development Fund                                                                 

A Capital Development Fund "the fund" was established to provide a source of funding  for major capital improvements and equipment purchases for the school. Proceeds collected from the 1997 sale of land adjacent to the school was the primarily source for establishing the fund.  Upon inception, the fund was managed by the parish until 1999 when  it was transferred to  the school.  On June 30,2002, the fund, carrying a cash balance of $ 63,314, was transferred to the parish where it has remained since.  For the year ended June 30, 2002, $10,991 was drawn from the fund to subsidize for an enrollment drop.  For the years ending June 30, 2003 and 2004, the school intends to replenish the capital fund equal to all amounts drawn over varying periods of time.  All funding are requested by the school for approval by the parish.   The Capital Development Fund carrys a cash balance of $11,319, $19,232 and $31,110 for the years then ended  June 30, 2002, 2003, and 2004 respectively.                                                                

Subsidy                                                                       

The Archdiocese and St. John's the parish was provided financial relief for an enrollment decline by funding a cash subsidy amounting to $75,588 and $10,991 respectively for the year ended June 30, 2002.  The parish subsidy was funded from the capital development fund (see footnote above).  The Archdiocese subsidy does not require repayment and therefore is treated as subsidy revenue.              

                                                         

 

Note D – Leases

                                                                                   

St. John's the school entered into a non-cancelable operating lease expiring in 2007 for copier equipment used for school administration. The minimum lease payments for the years subsequent to June 30, 2004 are as follows:           

                                                                                   

2005    10,842                                                

2006    10,842                                                

2007    5,092

Table of Contents