1. “School Nutrition Financial Management”
Cynthia Lee, MS, SNS, RTSBA
Food & Nutritional Services Director
Plano Independent School District
Good morning etc.

2. District Information Average Daily Participation
Student population 54,388
Free & Reduced 30%
Employees 450
Budget $24 million
Schools 72
Average Daily Participation
Breakfast ,200
Lunch 23,900
Ala Carte 22,304
Overall ,404

3. “District Information”
72 Campus Sites
3 Senior High (11-12)-open campus
Academy HS (9-12)-open campus (11-12)
6 High (9-10)
13 Middle (6-8)
44 Elementary (K-5)
1 Head Start Program
3 Early Childhood (Pre-K)
2 Special Programs (K-8 & 9-12)

4. Budget is a Forecast for the Year
Provides constant reminders of projections. It identifies problems
Set performance standards
Provides basis for comparison
Control erratic expenditures
Helps manager to determine if program can afford an expenditure

5. REVENUES $24,000,000 in Revenues Lunch & Breakfast Sales 55.8%
Lunch Reimbursement
29.3%
Breakfast Reimbursement
6.8%
USDA Foods (Commodities)
5.6%
State Revenue
.4%
Investments & Other Revenue
2.1%
$24,000,000 in Revenues

6. EXPENDITURES $24,000,000 in Expenditures Food 41.8% Employee Salaries
30.1%
Operational
3.4%
Insurance & Benefits
7.3%
USDA Foods (Commodities)
3.7%
Non-Food
4.5%
Admin Salaries
3.9%
Ancillary Services
5.3%
$24,000,000 in Expenditures

7. 2014-15 Elementary Budget Report (High F/R)

8. 2014-15 Elementary Budget Report (Low F/R)

9. Best Practices Revenues: Expenses: Breakfast and Lunch paid Ala Carte
Reimbursement Breakfast and Lunch-f/r/p
Expenses:
Cost menu, recipes, batch cooking
Labor cost, training, reduction in duty days due to reduced school days
Use of entitlement dollars
Other expenses- negotiate purchase/USDA Foods, co-ops, fees, use of neo, and unpaid meals
Have on your menu what kids like—follow the trends
Introduce new foods with promotions, toppers
Two tiered pricing-secondary; variety and analyze the data, quality food
Universal free breakfast –promotion; breakfast in classroom
Whole muscle products

10. Best Practices Goals Understand School District Goals
Child Nutrition is Self Supporting
Understand District Services
Allowable Expenses
Allowable Excess Revenue Over Expenses
Other sources of Revenue
Written Plan

11. Take ownership of your finances
“TAKE HOME MOMENTS”
Take ownership of your finances
Follow the data
Take time to learn
LOVE what you do!

12. ???????QUESTIONS??????? Cynthia Lee, MS, SNS, RTSBA
Plano Independent School District
Food & Nutritional Services Director