Business Services

The primary responsibilities of the Business Office include accounting and financial reporting, facilities, insurance and risk management, payroll, audit and budget, and financial planning, among others. Several information resources and contacts are posted at the bottom of this page. If you cannot locate the information you seek, please contact my office for assistance.

We sincerely appreciate the financial effort extended by our community to support the District. We attempt to demonstrate our appreciation each day by working diligently to develop great schools and great students while using resources wisely.

Director of Business Services
Beth Sheridan

Accounting Manager
Mitzi Cass
Main Fax:  262-560-2103

Internal Auditor/Accountant
Pam Seibel
Main Fax:  262-560-2103

Accounts Payable Specialist/Accounting Analyst
Kristin Woodard
Fax: 262-560-2102

Payroll Specialist
Stephanie Drew
(Teacher, Sub Teacher, Administrators)
Fax: 262-560-2102

Benefits and Wellness Specialist
Jennifer Johnson

Business Office/Payroll Administrative Asst.
Denise Koch (Paraprofessionals, Custodians, Admin Assistants, Extracurricular)
Fax: 262-560-2102


Contracted Services

Financial Information



General Fund expenditures must conform to available revenues to produce a balanced operating budget. The proposed budget is balanced, while incorporating key initiatives, through careful control of costs and strategic allocation of limited resources. This budget supports the instructional mission of OASD as demonstrated by sustaining these key initiatives:


  • Pupil-to-teacher ratios which are appropriate for each grade level and which support a positive environment for learning.
  • A Response to Intervention system that meets the needs of all learners and decreases the need for referral to special education.
  • A commitment to Universal Design for Learning to support student learning styles and meet the needs of diverse learners.
  • Consistent annual funding for curriculum materials, instructional technology, and staff development, all of which place OASD among the leading school districts in Wisconsin.
  • A technology plan that continues to support a 1:1 student-to-device ratio in grades 4 through 12, 2:1 student-to-classroom device ratio in grades 1 through 3, and 5 iPads per classroom in grades 4K and 5K. The technology plan also provides reliable student access and use of mobile technology supported by OASD’s high-speed fiber network and wireless infrastructure.
  • Coaching and mentoring services to support OASD’s Universal Design for Learning curriculum delivery approach.
  • Students’ social-emotional well-being is supported through continued community partnerships with GALS Institute and Family Services of Waukesha, a Student and Family Assistance Program (SFAP), increased OHS guidance counselor time, and increased social worker presence at the elementary and intermediate levels.
  • A commitment to facility preventative maintenance, renovation, infrastructure improvements, and long-term capital project funding.
  • A sustainable educators’ salary model that provides competitive compensation and attracts and retains OASD’s high-quality certified staff.
  • Competitive salaries and wages for all employee groups.

Tax Levy
Increasing 4.30%. Four factors contribute to this change: (1) Revenue Limit exemptions, (2) modest expenditure increases, (3) $50 increase in revenue limit authority, and (4) the State aid assumption.

State Equalization Aid
Decreasing 15%. A 'worst case' yet realistic scenario is a 15% loss in Aid. This change was anticipated due to the impact of higher debt service costs related to the 2016 referendum. Decreasing aid puts greater pressure on the local property tax in the State-Local funding partnership.  

Mill Rate
Increasing 1.26%. An increase of 3% was used to estimate OASD's equalized tax base. OASD's tax base has grown each of the past five years at 5.7%, 3.0%, 3.1%, 4.5%, and 4.6% which is growth above the State average. Tax base growth helps to offset the increased tax levy.

Student Enrollment Growth
Decreasing FTE count .9%. This is a conservative enrollment estimate that assumes a decrease of 49 students (5,424 to 5,375). The 'three-year-rolling-average' membership decreases by 45 students to 5,491. This is the first time in over a decade that OASD has predicted a decrease in membership.
               Third Friday September Count                Second Friday January Count (PDF)

Budget Proposal

2019-2020 Budget Proposal (PDF)

2018 - 2019 Budget Proposal (PDF)

Budget Presentations

2019-2020 Board Budget Presentation (PDF)

2018 - 2019 Board Budget Presentation (PDF)

Budget Highlights

2017 - 2018 Budget Highlights (PDF)

Financial Audit Report 

2017 - 2018 Audit Report (PDF)

Moody's Financial Bond Rating

Moody’s Investors Service has assigned an Aa2 rating to Oconomowoc Area School District,
WI’s $19.9 million General Obligation School Building and Improvement Bonds, Series 2018. Concurrently,
Moody’s maintains the Aa2 rating on the district’s outstanding general obligation unlimited
tax (GOULT) debt. Post-sale, the district will have $93.6 million of GOULT debt outstanding.
The Aa2 rating reflects the district’s sizeable tax base supported by above average income
levels and located within commuting distance of Milwaukee (Aa3 stable). The rating also
reflects the district's solid financial position, as well as its modest exposure to unfunded pension liabilities, and above average debt burden following issuance of voter approved debt.

The full report is available upon request.  Please contact the OASD Business Office.

Service Fund Levy Survey - DPI

Registration & Enrollment

915 E. Summit Avenue
Oconomowoc, WI 53066
Nondiscrimination: The Oconomowoc Area School District provides assurance that no student is discriminated against because of the student's sex, race, color, religion, national origin, ancestry, creed, pregnancy, marital or parental status, sexual orientation, or physical, mental, emotional, or learning disability.
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