Within some 26 hours Monday and Tuesday, April 8 and 9, the School Committee certified a $62,930,345 compromise budget that includes some contract non-renewals, retirements, and $250,000 taken from excess and deficiency as well as using $100,000 in Circuit Breaker funds to close the budget gap. Then Whitman and Hanson officials then moved to fill the rest of the budget gap with override questions at town meetings and on the May annual town election ballots.
The two select boards met Tuesday, April 9, with Whitman Select Board planning to meet again today [April 11] on the matter. Voters in each community will take it from there next month.
The scenario was one of the budget-trimming proposals Superintendent of Schools Jeff Szymaniak had put before the School Committee last month.
“We’re not asking for an 11 percent increase here,” Chair Beth Stafford said in her board’s meeting on Monday, April 8. “The 11 percent is the assessment, not the budget increase.”
Stafford added that the assessment to towns increased because the state did not provide the district the increase that they should have.
“It was a very low increase – $100,000 doesn’t go very far, as you know,” she said.
The School Committee voted 9-0 to approve the compromise, which would increase the operating budget by 4.04 percent. David Forth was absent from the meeting.
“Instead of being well over $1 million for both towns, if we kept the assessment as it is, it would be down to about $509,212 for Whitman and [$372,141 for Hanson],” Stafford said. “In looking at their towns, [the officials] felt those would have a better chance at passing because it would be a smaller amount. … We know it’s a Band-Aid. I know the towns are thinking about larger overrides or doing something else, we can also look at other things we can do [in the future].”
Hanson’s override would ask the voters to support a $372,141 or 2.68 percent over the 5 percent that town’s officials had indicated was feasible, and Whitman’s override would be $509,212 or 3.87 percent over the 5-percent assessment increase town officials had planned for. The Hanson Select Board voted 4-1 – member Ed Heal was unable to attend because he was traveling – to place the article and ballot question but voted to refer the issue to Town Meeting rather than make a recommendation one way or the other.
“It’s their tax money,” Hanson Select Board Vice Chair Joe Weeks said. “I want them to figure out what is the best use of their tax money. I refuse to cut any operating jobs, positions or line items to fund this. … I don’t think we should be influencing them in any way.”
Hanson’s 7.68-percent assessment increase represents $14,974,736. Based on the average home assessed value of $470,190 in fiscal 2024, Whitman taxpayers would see an annual tax increase of $95.38, according to Carter.
Hanson taxpayer would see an annual increase of $94.98 annually based on an average home assessed value of about $499,000 in fiscal 2024 to fund the override there. Hanson has plotted out the tax impact for a range of home values on the town website, hanson-ma.gov.
The original assessment increase for Whitman had been 11.3 percent and Hanson’s had been close to 10.2 percent.
The Whitman Select Board, meeting the same night, heard Town Administrator Mary Beth Carter announce that the board would meet virtually at 12:30 p.m., today [Thursday, April 11] to vote on the question pertaining to the override article being placed on Whitman’s Town Meeting warrant and on the Town Election ballot. Whitman’s 7.787 percent assessment total is $19,135,687.
Whitman FinComm opposes move
The Whitman Finance Committee, also meeting Tuesday, unanimously voted not to support the school budget as Chair Rick Anderson termed it a lose-lose proposition for the schools.
“They came down a little over $900,000,” said Hanson Select Chair Laura FitzGerald-Kemmett during her board’s meeting Tuesday night. She repeated Szymaniak’s admonition that the budget would not negatively affect educational outcomes, but that they “needed to dig in in the interest of trying to meet everybody halfway.”
“It’s not our job to vote the assessment or even approve the assessment that is handed to us by the School Committee,” FitzGerald-Kemmett said. “But we do need to decide how we fund it, if voters want to do that. … This [budget scenario] was always on the table.”
She noted that the board had not wanted to make dire cuts to town personnel, so in order to do that, they have been talking about an override that is specifically for the schools, presenting it in the warrant as 5 percent being what the town can afford, and the budget for the schools would include an override.
“I don’t think anyone is leaving feeling victorious, but I do think it’s definitely better than it was a week ago.
Stafford outlined the meeting she and Superintendent of Schools Jeff Szymaniak had on Monday, April 1 with town administrators Mary Beth Carter of Whitman and Lisa Green of Hanson as well as select board chairs Laura FitzGerald Kemmett of Hanson and Dr. Carl Kowalski of Whitman.
“It was a good meeting,” Stafford said of the meeting with administrators and select board chairs. “It went about an hour and a half, almost. I do want to say they were not trying to micromanage us. They were not putting us down. They were understanding of what our concerns were, too.”
She said that she and Szymaniak felt the session was “very collaborative” and that the group tried to come up with something that would work, hopefully, but that such an outcome would depend on what the School Committee decided.
“I would like to remind the board, because some people have said we are going backwards, that we haven’t progressed, that we haven’t had any new progress,” Stafford said. “And I want to remind everybody that we certainly have. We’ve seen that in the last couple of months with all the data on the students’ progress alone. We’ve advanced, we’ve come forward.”
Stafford also emphasized that the district has, in fact come forward with new programs, such as Innovation Pathways to prepare students for the outside world in the medical and health as well as business fields. The district has also added curriculum for grades one through 10.
“What I’m going to suggest does not impact any student growth and it, hopefully, might be the best way of getting through this year,” Stafford said. “We have talked with them about more conversations forward with the town, too, and things that they have decided that they need to do, but we all know is that one of the main problems is the state.”
The district received “a little over $100,000” from the state for fiscal 2025, Stafford said, adding that representatives in the General Court must do more. She also reminded the public that the district is like it’s own municipality, with it’s own health insurance, maintenance and facilities costs – as any community does.
“We knew both sides couldn’t do much of anything without an override,” she said. “The issue was, if we’re going to do an override – what size?”
Budget impact on learning
“This was a level-service budget,” Stafford said. “This did not include anything else.”
Szymaniak had presented the different budget tiers and the assessment costs they carried last month. The tier voted on Monday was the first on that list, which gave back about $900,000 and calls for not filling non-renewals of some contracts and retirements.
“These positions would not affect student scores, would not affect the young students’ class sizes that everybody was so concerned about,” Stafford said. “It would be a loss of positions, but positions that Jeff felt could be absorbed.”
Stafford also alluded to questions from the public on whether the interventionists hired to help students transition back to classrooms after the isolation and remote learning during the COVID pandemic were necessary.
“I think that everybody could see that the interventionists made a difference,” she said. “All our scores went up and they continue to go up. That would put us backwards if we couldn’t have them anymore.”
Residents have also questioned recent hires.
Seven of the positions recently filled by the school district are now required by the state, including English Language Learners (ELL) teachers or tutors and the district also has to retain E&D and Circuit Breaker funds for midyear special education student enrollments or placements.
School Committee Vice Chair Christopher Scriven said Monday that he was interested in hearing what some of the discussions held during the meeting with town officials on April 1 about the future.
“How does this not put us right back in the same position next year?” he asked. “I’m curious to know what, if any, plans are in the works for the future?”
Stafford said Hanson Town Administrator Lisa Green has discussed her town’s consideration of a $5 million operational override next year as recommended by their Madden Report. While Carter has not specifically stated her town’s plan, there is also “discussion ongoing with them.”
Stafford also said she did not think a large override would pass this year and could cost upwards of 20 positions if it should fail.
“The real problem is coming from the state,” Scriven said. “We’re not doing anything to move forward here.”
He asked if there was any push back from the towns on whether the shortfall is due to anything other than a failure of the state to adequately fund schools and asked what the towns’ legislative team was doing to push the state to adequately fund schools, especially regional districts.
“If we look at the 5 percent assessment that the town’s kind of lock us into, we’re never going to get out of this with a .0001-percent increase from the state every year,” Szymaniak said. “We’re just not. It’s not going to happen.”
Whitman Select Board member Shawn Kain argued that, to say the state does not adequately fund schools is something of a misconception, however.
“Through their eyes, they’re giving us too much state aid, and they’ve given us too much state aid for the last period of time,” he said. “Once we come out of the hold-harmless situation, then we get back into the typical scenario and they start to fund us with state aid that’s proportional to our budget.”
Both Scriven and Fred Small acknowledged that the current budget practices are putting an undo burden on taxpayers, especially those on fixed incomes. Small again advocated for a five-year plan to better demonstrate the need to taxpayers.
Hillary Kniffen reminded the board they have already done that and agreed the problem is the state funding and a misunderstanding among local taxpayers that the schools are overspending.
Member Dawn Byers asserted there is more of a revenue collection problem on the part of the towns than a budgeting problem with the schools.
“To recognize the concerns about the taxpayers, we’re only doing them a further disservice by using E&D of $250,000,” she said. “Because when you go to borrow for a middle school building, that interest rate’s going to go up because the district has used E&D.”
She also said, while it’s comforting that education won’t be impacted, she is still concerned about what positions will be cut.
Stafford also said residents do not realize that $600,000 of the money taken out of E&D last year went toward helping the district recover from a damaging data breach the year before, on which recovery work is still being done. That was done so the amount not covered by insurance was not billed to the towns.
“We’re not unique,” said Committee member Glen DiGravio, attending remotely. “This is happening all over the state. Every town’s going to be voting on an override, pretty much… I think this is a fair compromise proposal. I think the motion before us is something that gets us through.”
He said he knows the Committee wants to fix next year and the next five years, but they have to fix this year first.
“If an override is going to happen, no matter what, I think making it as painless as possible is what we should be doing now,” he said, advocating Szymaniak’s proposal.
Hanson’s questions
In Hanson, Weeks asked a question many residents have been wondering about: What happens if the override fails?
Hanson Town Counsel Kate Feodoroff said if either town rejected the budget while the other approves it, that is considered a rejection and the School Committee may decide not to accept that, which would force another town meeting. If Hanson, for example, were to approve only the lesser amount and Whitman approves the greater amount, School Committee may opt to accept the lesser amount and adjust Whitman’s portion accordingly, Feodoroff said.
The Committee is, however, also able to force a Super Town Meeting, attended by residents, and would have to work within a 1/12 budget until it is settled.
FitzGerald-Kemmett summed up for her board that it seemed that, at the first budget certification vote in March, she felt the School Committee felt that, since the two towns were discussing an override, “We’re going for the gusto, we’re going to go for the maximum,” she said. “I’m not saying that for dramatic effect. I think their feeling was, ‘If they’re going to do an override anyway, and that’s how we’re going to fund this delta between the 5 percent and whatever we vote, then, let’s not cut back on anything and keep as much E&D and Circuit-Breaker money as we can.’ I am not defending this, nor am I trying to condemn them. I’m just stating this is the perspective.”
She also stressed that the School Committee is elected to do the job of advocating for students.
“We’re elected to do a different job,” she said. “That’s why, at budget time, it may feel like we’re at different ends of the spectrum, but they’re doing what they feel they need to do. … We’re trying to balance the town’s budget, and I don’t want to say never the twain shall meet, because I’m eternally hopeful that the twain shall meet at some point.”
FitzGerald-Kemmett also said the forensic audit is also continuing, with a meeting planned for this month perhaps as early as this week.

HANSON – Town and school district officials have been talking, and – while the school budget gulf has not yet been bridged – there is a clearer focus on the budget picture.
As the Select Board reviewed the warrant on Tuesday, April 2, Chair Laura FitzGerald-Kemmett sounded a note of cautious optimism that the gap could be bridged, or an override to span that difference would be needed. Last week the frustration over the school budget was strong [see stroy below].
Vice Chair Joe Weeks, during the warrant articles review, suggested the board not vote on recommending non-financial articles until next week.
“Does it make sense to put off this conversation until we actually know how much money we’re going to have?” he said. “Wouldn’t this conversation be better to have next week once FinCom has gone through their recommendations?”
They proceeded through the review voting only to place several financial articles until the Tuesday, April 9 meeting.
Select Board Chair Laura FitzGerald-Kemmett, noting that “diplomacy is not my forte,” described the meeting she attended with Superintendent of Schools Jeff Szymaniak, School Committee Chair Beth Stafford and Whitman Select Board Chair Dr. Carl Kowalski on Monday, April 1.
“We may be having additional conversations about the school assessment and where that is by next week, which potentially could be at a different place than it is right now,” she said.
Weeks said without a firm number on several articles, “a lot of this is guessing.”
FitzGerald-Kemmett said the board could either place and recommend non-monetary articles, place everything and remove any articles, not supported before the warrant closes. The board did, however, vote to place and recommend an article that increases zoning fines to give them more bite.
The board opted to place everything that had no monetary effect. It was in keeping with a caution sounded by Finance Committee Chair Kevin Sullivan.
“I imagine we’ll be preparing for the worst and stripping a lot of things that we’d like to do out of the articles,” Sullivan said as his committee prepared to review the warrant. “We will not be recommending a large majority of things we can put off.”
FitzGerald-Kemmett asked if the lens they might be looking through is different if the school assessment were to come down or did Sullivan still feel it would be problematic.
“I think we need a safety net, always, so I still think there are things we’re going to not recommend in the articles as well as we’re still going to make cuts to the budget,” Sullivan said. “Not enough to overcome the deficit, but enough to trim things out of the current budget that are ‘nice to haves.’”
The board voted to place the article but has not yet voted on whether to recommend it.
Balancing the budget, on paper, will take using $858,000 in free cash and keeping the schools at a 5-percent increase Kinsherf said. There would be $248,000 left in free cash if that scenario proves accurate.
“We can balance the budget as we currently have it,” he said. “The thought was that next [thing] we’d be thinking of is an override above the 5 percent that the schools want.”
“We’re not going to recommend paying more than 5 percent,” FitzGerald-Kemmett said. “We are at 5 percent. We are not moving beyond 5 percent.”
That said, she described the meeting with Whitman and school officials as having created an “understanding among everybody that, really, the towns are in a tough position” and can’t go above the 5 percent assessment increase without a school override.
“It would still be more of a partnership and much appreciated if the School Committee could take another look at the assessment that they’ve given to the towns and they have taken that under advisement and they will take it back to their School Committee,” she said. “It was a cordial conversation, everybody understood where everybody else was coming from [and] we basically said 5 percent is where it’s at.”
During that conversation, FitzGerald-Kemmett recalled that Szymaniak made a good point that “our 5 percent increase on their assessment really translates to a 3.8 percent increase” to the schools because the assessment is only a portion of the budget.
“Regardless of what we hear back from the School Committee, unless they say, ‘We’re going to go straight 5 percent, which I’m not anticipating is going to happen,” … we’re going to have a school override for the delta between the 5 percent and whatever the assessment is,” she said. “Whitman is doing the same thing.”
While she is hoping that the override is reduced and would go a long way toward helping people feel that at least some work has been done and “some ownership and mutual respect has been exhibited by everybody trying to work together on this.”
“It truly is a math problem,” she said. “Nobody was able to commit, I didn’t commit to anything, we just talked.”
Select Board member Ed Heal asked if they had to know how an override would look and if anything was being drafted.
Language for the article is preliminary according to Green who added it would be reorganized after the school district’s decision.
“Until a vote is taken by the School Committee, we ought not to be putting anything into our [warrant],” FitzGerald-Kemmett said. “I don’t think we should have a dollar amount at all in this. We know, if it’s anything in excess of 5 percent, whatever that dollar amount is will be in here.”
The choice is sticking to 5 percent or doing a school override for the delta between the two numbers, she said.
Schools are far from the only budget the Select Board is concerned about.
Town Administrator Lisa Green said the town also has, within the articles for the special Town Meeting Warrant, the ability to use ARPA funds for an $85,000 pond management study, for example, which could be tabled until October. The board agreed to delete that article from the May Town Meeting warrant.
Other financial
articles
The board also placed and recommended the Camp Kiwanee budget article, which largely shifts funds from retained earnings to the budget plan, according to Camp Kiwanee Commission Chair Frank Milisi. Town Accountant Eric Kinsherf echoed that by noting $50,000 would be transferred from receipts and the remainder from retained earnings.
“At the end of the day, we will have the side-by-side comparison of what the [Select Board] recommends and what FinCom recommended,” FitzGerald-Kemmett said.
The board had to cut the $15,000 article for an animal shelter renovation that was planned in addition to boosting the animal control officer to a full-time position. The board has discussed in depth earlier this year that the ACO has driven animals to the Lakeville shelter, which takes upwards of 40 minutes for a round-trip or brings animals, especially livestock, to his own property.
Weeks concerned about the potential liability of the ACO taking animals home.
“To me, I would like to see this handled as a project plan,” FitzGerald-Kemmett said. “I feel it needs flushing out.”
She tasked Green with doing more research to obtain solid numbers on the cost in light of Select Board member Ann Rein’s comment that she had toured Hanson’s shelter that day and determined it would likely cost much more than $15,000 to renovate.
“Bring it back in October with a little more meat on the bone,” she said.

WHITMAN – Zero raises, layoffs, closing departments, and using more free cash to balance the town budget could be the cost to Whitman of a failure to reach accord on a school budget, according to Town Administrator Mary Beth Carter.
“As I really got into it, I didn’t think that I would have to hit every single one of those to reach the number,” she said. “I had to decimate the budget and the only reason is because of the difference the School [Committee] certified from 5 to 11 percent. Call it what you want, but had they come in at 5 percent I would not be suggesting an override this year.”
She told the Select Board on Tuesday, March 26 that everything is on the table as the town seeks to balance the budget following the School Committee’s vote to certify a $63.5 million level-service budget last week. The Select Board has to vote on whether to place an override on the Town Election ballot at its next meeting, Tuesday, April 9.
“These reductions in the budget are drastic and debilitating to the town if an override is not put forth at the May annual Town Meeting,” Carter said during a joint meeting between the Select Board and the Finance Committee on Tuesday, March 26, as she listed the cuts she had to make as she worked all weekend to balance the fiscal 2025 budget.
“We’re here to listen,” said Finance Chair Rick Anderson, who said his committee had completed its meetings with budget managers of all departments and had scheduled meetings with town boards that night. “I know Mary Beth and [Assistant Town Administrator] Kathy [Keefe] are working very diligently on a challenging budget.”
Carter began by emphasizing her connection and commitment to Whitman schools – and that of her family, from her six siblings to her three children and three grandchildren, who “are or will be attending schools in the district.”
“Four of my siblings have spent their careers in education and administrators at the grade school level, the middle school level and the high school level,” she said. “I’ve always been pro-schools and pro-education, so for anyone to think otherwise, they would be mistaken.”
She said, however, that she is “disheartened” because the efforts of her office to hold meetings between the town and the school district earlier than in past years, failed to have a more positive and collaborative certified operational assessment for Whitman.
“I am only speaking for myself and not for the [Select Board], when I say that I feel that this year and every year going forward, that the district should certify their budget understanding that any amount that the district certifies each year over 5 percent, will need to be placed on an annual Town Meeting warrant as an override article and a subsequent ballot question at the annual Town Election for an operational override for the schools,” she said. “It would simplify the budget process each year for everyone.”
She added it would leave the question of increasing funding for the district up to the voters.
“The town has worked very hard to reduce all department budget requests for fiscal 2025 to ensure that an operational override is not put forth to our taxpayers his year,” Carter said. “I feel that there is, however, some light at the end of the tunnel.”
That light takes the form of an unfunded pension liability the town has been funding through Plymouth County Retirement, expected to be retired in 2029. The expected new annual amount will be “significantly lower than the assessments currently budgeted,” she explained.
In fiscal 2025, however, that assessment is $3,208,051. But by fiscal 2030, Carter hopes $1.5 million of $2.5 million saved will be put toward Whitman’s OPEB liability, allowing the remainder to be used to fund town departments.
But for this year, she painted a bleaker picture.
While the School Committee is charged with putting forth a budget for the district, I am charged with putting forth a budget for the [Select Board] that is balanced and meets the needs of all departments,” she said. That charge takes the shape of two warrant articles for the May Town Meeting.
The budget certified by the School Committee on March 20 with an assessment increase of 11.03 percent to Whitman, Carter said she has been tasked to present a dual budget to Town Meeting – the 5 percent projected increase the town anticipated as a school assessment as a “TA budget” and an 11.03 percent assessment increase offered as an “alternate budget,” reflecting the budget certified by the School Committee.
The alternate budget reflects the “potential impacts and reductions necessary if the district’s certified budget increase is put forth without an override,” Carter said, providing a stark breakdown of what that might mean.
Those cuts would mean “all non-union employee raises were eliminated for fiscal 2025, we laid off the following positions: three police officers, three firefighters, one DPW employee, one employee in the clerk’s office, one employee in the treasurer-collector’s office, one employee in the assessor’s office, two part-time [Council on Aging] employees, our technology specialist, we’ve also added in closing the library,” Carter said. “We also included in that budget, shutting down the Recreation Department.”
Three other full-time town employees would see their jobs cut to part-time hours.
Closing the library would also carry the financial sting of lost state aid as the town would lose its library certification and would need to operate for a full year on reopening in compliance before being certified again. Whitman is expected to receive $40,817 in library state aid for fiscal 2024.
Chair Dr. Carl Kowalski echoed Carter’s connection to the schools.
“I’ve always been a schools guy, also,” he said. “I’m as concerned as she is about what’s going on this year.” A 14-year past member of the School Committee, Kowalski said a sister and his son had also served on the School Committee.
“We are school people and this is a painful year that we’re looking at right now,” he said.
Select Board member Justin Evans commended Carter’s work, noting she had been working all weekend on the budget.
“To balance a budget in just a couple of days …” he said.
Anderson deferred to Kathleen Ottina for the Finance Committee’s position, noting that she has done a lot of work reviewing the school budget.
“There is money to be found in this school budget that does not affect the quality of education for children,” she said, emphasizing that some examples of non-sustainable small class sizes could be adjusted while leaving the ESSER positions alone.
Ottina expressed dismay that an email she sent to school officials with recommendations on non-mandated busing had, so far, gone unanswered. In the letter she identified two items where costs could be trimmed, one of them being non-mandated busing, citing her service for the past two years as a non-voting member of the Regional Agreement Committee.
“My one goal was to have the transportation language in the RA amended to reflect working that would more fairly assess Whitman for non-mandated busing,” she said. “Right now, the School Committee has the ability to just vote busing – mandated or non-mandated – and split it 60-40.”
They could also split it out and bill the towns for their non-mandated busing costs. The current configuration costs Whitman at least $40,000 – or $80,000 in fiscal 2025.
She said that, while considering herself a school advocate, she was disheartened by last Wednesday’s certification vote.
“They didn’t touch a penny,” Ottina said. “They didn’t touch a single item, knowing that both towns are in trouble.”
She likened it almost to a game of “chicken” to see which side blinks first.
“I don’t think we can call for a school override,” she said. “It’s not within our purview. … It’s time to call someone’s bluff.”
She said she could not support the budget as presented by the School Committee.
“They have some work to do,” Ottina said. “If we go to Town Meeting prepared to defend the budgets that our town departments need, and they haven’t made any work to get to the table and negotiate, then I don’t know what happens. … It’s a disaster.”
Select Board member Shawn Kain said it is a difficult conversation.
“Honestly, I think communities are judged by how well they have difficult conversations,” he said. “We’re talking numbers and accounting, but behind those numbers are people.”
His viewpoint was that the School Committee was saying if an override is needed, why not seek a level-service override. He didn’t see it as a way to get a budget passed at the expense of the towns.
“If we just clearly discuss our perspective and lay out what we’re trying to do, it’s a reasonable plan and I’m hoping they get on board with that,” Kain said.
Carter said the only reason she feels an operational override would be needed this year is because of the difference in the 5 percent operating assessment and the 11.03 percent put forward.
“I did what the schools did as well,” she said. “I took everybody who would be laid off or had their positions reduced and I added in [$400,000 in] unemployment costs.”
Carter also asked what departments could do to increase fees. The Fire Department is raising ALS 1 fees, the treasuer/collector is increasing demand fees to $25 from $25, she also asked the Select Board office and Police Department to increase fees as well.