Caldwell County SchoolsGuy Garner

Shrinking• Compared to 2010

• 800 less students

• 8% increase of free and reduced students

Participation Since 2009 • Increase in Breakfast

◦ Breakfast in the Classroom• Decrease in Lunch

◦ Elem 3 %

◦ Middle 8%

◦ High 10%

• Decrease Supplemental $2,668.00 per day– $480,240.00 Annually

Financial ManagementGood system to allow you to judge the Finical

Balance of the program in a timely manner

• Revenue– Federal reimbursement– Student Payments– Supplemental sales– USDA foods– Other Revenue – State and Local

• Expenditures– Variable cost

• Labor Cost• Food Cost• Supply Cost• Equipment• Repair

– Fixed cost• Management Salaries• Management Supplies

– Indirect CostExpenseIncom

e

Income 2010 2015 % of Income % of Income

USDA Grant 51 61USDA Commodities 6 7

Meal Sales 18 13

Supplemental 24 16

Other 1 3

Shift in Revenue

Things We Do To Manage Cost

Expense: 2009-2015• Hire only part-time since 2009

• We are at 49% full time employees and goal is to get to 40% by attrition

• Food cost has risen from 36 to 42% for Value Meals (type A)

• Cut back on equipment replacement

• How many hands to serve a meal in small schools

Communicate goals• Managers set Goals

• Review last years numbers

• Pre cost Food and adjust monthly after Post food cost

• Participation plant with carrots

• Set labor and project needed changes

System Review Monthly• Review with managers

• Food Cost % Turn rate of Inventory

• MPLH Hours per day Field trips, Class trips

• Participation rates Drill Down

• Budget for system

• Special events

School Level trackingFood Cost

DoD Produce with Commodity $

Inventory Turn Rate

Commodity Usage with single inventory of USDA foods

Participation (Goal Sheets for Staff to See & Help)

Analyzing the system

Compare current year to last using

• % of labor to Income• % of food cost per

school to income• Statement of Revenue

and expense• Participation by school

Managers & Staff Care But Where Do They Look?

FOOD COST

Talk $$$$ per Day Food Cost Contest

Accurate and Timely Information = Ability for Successful Financial System

Weekly Supply

Purchases

Vendors Total Week1 Week2 Week3 Week4 Week5US Foodservice $0.00         

Dep of cCorrection $0.00         

OTHER $0.00         

Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

0

Supplies

Weekly Food Purchases

Vendors Total Week1 Week2 Week3 Week4 Week5US Foodservice $0.00         

         

Milk $0.00         

Milk $0.00         

Milk $0.00         

Milk $0.00         

Milk $0.00         

Milk Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Bread $0.00         

Bread $0.00         

Bread $0.00         

Bread $0.00         

Bread Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

         

Produce $0.00         

         

Warehouse $0.00         

         

Coke $0.00         

Coke $0.00         

Coke Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

         

$0.00         

         

Papa John's $0.00         

         

Ice Cream $0.00         

         

$0.00         

         

$0.00         

         

School Transter Into $0.00         

School Transter Out $0.00         

         

Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

         

         

FOOD PURCHASES

PARTICIPATION/INCOMEWeekly Income Total Week 1   Week 2   Week 3   Week 4   Week 5  

  Number Calculated Number Calculated Number Calculated Number Calculated Number Calculated Number Calculated

  Served Income Served Income Served Income Served Income Served Income Served Income

Breakfast                        

Free 0 $0.00  $0.00  $0.00  $0.00  $0.00  $0.00

Reduced 0 $0.00  $0.00  $0.00  $0.00  $0.00  $0.00

Paid 0 $0.00  $0.00  $0.00  $0.00  $0.00  $0.00

Adult 0 $0.00  $0.00  $0.00  $0.00  $0.00  $0.00

Paid High School 0 $0.00  $0.00  $0.00  $0.00  $0.00  $0.00

Subtotal 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00

 

Lunch                        

Free 0 $0.00  $0.00  $0.00  $0.00  $0.00  $0.00

Reduced 0 $0.00  $0.00  $0.00  $0.00  $0.00  $0.00

Paid 0 $0.00  $0.00  $0.00  $0.00  $0.00  $0.00

           

Paid Middle and High 0 $0.00  $0.00  $0.00  $0.00  $0.00  $0.00

Subtotal 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00 0 $0.00

Number of days served 0        

Supplemental Sales 0 $0.00          

Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Debt to Cafeteria          

Week 1 Week 2 Week 3 Week 4 Week 5#Days #Days #Days #Days #Days

Days Served 0 0 0 0 0 0

PARTICIPATION BREAKFAST LUNCH ALA CART  #DIV/0! #DIV/0! #DIV/0!

% of Total IncomeFree Income $0.00 #DIV/0!

Reduced Income $0.00 #DIV/0!

Paid Income $0.00 #DIV/0!Adult Income $0.00 #DIV/0!Supplemental $0.00 #DIV/0!

Total $0.00

Debt $0.00 $0.00 $0.00 $0.00 $0.00

WHERE IS YOUR INCOME FROM

  Total Percent of total

Vendors   Food Cost

US Foodservice $0.00 #DIV/0!

Milk Total $0.00 #DIV/0!

Bread Total $0.00 #DIV/0!

Produce $0.00 #DIV/0!

Warehouse $0.00 #DIV/0!

Coke Total $0.00 #DIV/0!

$0.00 #DIV/0!

Papa John's $0.00 #DIV/0!

Ice Cream $0.00 #DIV/0!

$0.00 #DIV/0!

$0.00 #DIV/0!

School Transter Into $0.00 #DIV/0!

School Transter Out $0.00 #DIV/0!

Total $0.00

SuppliesUS Foodservice $0.00 #DIV/0!

Department of Corrections $0.00 #DIV/0!

OTHER $0.00 #DIV/0!

Total $0.00

WHERE IS YOUR EXPENSE FROM

Financial Leadership Report Updated August 2015

School Name  

PARTICIPATION Goals             Have you surpassed your goal for the week?

IncomeGoals for month = last year plus 1% Total % Week 1 Week 2 Week 3 Week 4 Week 5 Week 1 Week 2 Week 3 Week 4 Week 5

Break   #DIV/0! 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Lunch   #DIV/0! 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Supp   #DIV/0! 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

               

Food Cost

  Beginning Inventory Purchases Purchases   Ending Turn Total cost  

  ( last month ending ) for the %   Inventory Rate   %  

      Month              

Food   Plus 0 #DIV/0! Subtract   #DIV/0! 0 #DIV/0! % Food Cost for the month

Supplies   Plus 0 #DIV/0! Subtract   #DIV/0! 0 #DIV/0! % Supplies Cost

PARTICIPATION AND FOOD COST

Food cost is easy compared to Income but you have to attack the same way one piece at a time.

How To Help Your Income

Try To Take Excuses Away• Drill Down

• Find Where You Are Weakest and Work

From There

• Which Grade

• Who’s Class

Break It Down

• 10 Special Events A Year• Food Taste Test Serve After To Get True Results

• Talk To Student Council or Any Other Group• Communicate With Your Enemy (PACKERS)• Sit Down & Talk to ALL Your Customers 1

SHOW YOU CARE!!!!!!• Change perception of food (pictures on web)

• Try And If You Fail That Is OK

Try To Take Excuses Away• Can You Change it &

HOW?

• Do You Need A Contest:

• Will High School Kids Go On A Easter Egg

Hunt?

Try To Take Excuses Away• GRANTS:

– Fuel Up to Play 60• $80,000

– SUDIA• $36,000

– Wal-Mart Local/National• $5,000

– Lowes Hardware• $500.00

Empower your staff and reassure them it is ok to make mistakes.