Vertus High School

Minutes

Finance Meeting

Date and Time

Tuesday March 11, 2025 at 2:00 PM

 

Vertus Charter School prepares leaders of character.

 

 

 

 

 

 

 

 

 

 

 

 

Committee Members Present

D. Johnson (remote), J. O'Connell

Committee Members Absent

E. Gallina

Guests Present

A. Brisson, J. Locey, T. Hill

I. Opening Items

A.

Record Attendance

B.

Call the Meeting to Order

J. O'Connell called a meeting of the Finance Committee of Vertus High School to order on Tuesday Mar 11, 2025 at 2:09 PM.

C.

Approve Minutes

D. Johnson made a motion to approve the minutes from Finance Meeting on 02-11-25.
J. O'Connell seconded the motion.
The committee VOTED unanimously to approve the motion.

II. Finance

A.

Monthly Reports Review

The committee discussed the budget and line items that are trending high. The committee discussed adding projected higher revenue to the report.

B.

Investment Policy

The committee discussed and provided comments to the Investment Policy and Gift Policy.

C.

Calendar and Responsibilities

The committee discussed and made edits to the committee's calendar and responsibilities' chart.

III. Closing Items

A.

Adjourn Meeting

There being no further business to be transacted, and upon motion duly made, seconded and approved, the meeting was adjourned at 3:03 PM.

Respectfully Submitted,
J. O'Connell