Lowcountry Montessori School

Minutes

Finance Committee

Monthly Meeting

Date and Time

Wednesday December 17, 2025 at 11:00 AM

Location

LMS

The mission of Lowcountry Montessori School is to provide an authentic Montessori education building a foundation for lifelong learning.

Committee Members Present

Committee Members Absent

None

Guests Present

G. Alexander, Gre, Jenn Dunn, Jonathan Strickland (remote), M. Thompson (remote), Rose Beck, S. Fox, Valerie Romig

I. Opening Items

A.

Record Attendance

B.

Call the Meeting to Order

II. Finance

A.

Discuss Finance Deficit

Jonathan presented numbers on the budget. Matt asked to see numbers that were reflective of LMS's current financial situation, and not on the budget. Jonathan made recommendation to revise the budget so discussions on budget could be accurate.

The committee decided to gather as much accurate data as they could during the next month to evaluate whether a budget amendment was needed or not.

B.

Fiscal Budget Planning

Matt made the recommendation that next year fiscal discussions should start in January and have the updated, and accurate numbers reflected in the budget. Everyone agreed that this was the best path forward.

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 12:04 PM.

Respectfully Submitted,
M. Thompson