The GLOBE Academy

Minutes

Finance Committee Meeting

Date and Time

Friday January 23, 2026 at 8:00 AM

Location

Google Meet and Upper Campus (Denise's Office)

Vision, Mission and Core Values
Vision: To develop globally minded citizens who have the knowledge, skills, and attitudes to effect positive change in our world.
Mission: The GLOBE Academy fosters Global Learning Opportunities through Balanced Education for children of all backgrounds. With a focus on dual-language immersion, an experiential-learning model, and a constructivist approach, GLOBE inspires students to be high- performing lifelong learners equipped to make a positive impact in the world.
Core Values: The GLOBE Academy’s core values are expressed in the acronym, CREST: Community, Respect, Empathy, Sustainability and Trust. These values are expected of the governing board, faculty, staff, parents, and students. They are woven into daily life at GLOBE and incorporated into the curriculum.
 Community: We are inclusive, and we nurture and support one another.
 Respect: We treat ourselves and each other with kindness and dignity.
 Empathy: We strive to understand and share the feelings of others.
 Sustainability: We aim to conserve our resources for optimal use in the present and future.
 Trust: We are committed to honesty, transparency, and respectfully sharing our thoughts and encouraging others to do the same.

Committee Members Present

A. McMillon, C. Elliott-Earby, D. Clayton-Purvis, S. Ellis

Committee Members Absent

J. Tanaja

I. Opening Items

A.

Record Attendance

B.

Call the Meeting to Order

S. Ellis called a meeting of the Finance Committee of The GLOBE Academy to order on Friday Jan 23, 2026 at 8:01 AM.

C.

Approve minutes from last meeting

S. Ellis made a motion to approve the minutes from Finance Committee Meeting on 10-20-25.
D. Clayton-Purvis seconded the motion.
The committee VOTED to approve the motion.

II. Monthly Financial Review

A.

November-December 2025 Financial Review

the committee discussed the financial statement that Denise provided earlier in the week. The statement covered the July-Dec 2025 period. We discussed the 590k semiannual debt service payment that was made on the outstanding bonds, as well as the ~20k fundraising shortfall that we had in the first semester. The shortfall was mostly due to GLOBETrot coming up short, but could potentially be (more than) offset by proceeds from the lawsuit settlement with Dekalb County (about $6mm from that judgement). No need to amend the budget since the deviation from initial fundraising projections was less than 10%

III. Procurement Policy Discussion

A.

Procurement Policy

WE discussed the contours of the GLOBE procurement policy and made changes with the purpose of streamlining the buying process and providing more robust oversight for larger purchases. WE proposed creating an RFP review panel (Board Chair, Treasurer, and 1 other relevant Board member) to review any RFPs in excess of $25k. Anything over 100k would require full board review and approval. Item below 25k would be approved by the Exec director and the CFO. We will vote on these changes at the next meeting

B.

Vote on Procurement Policy

IV. Post-Issuance Disclosure Policy Review

A.

Policy Discussion

We discussed the substance of the template policy provided by the IRS. The committee needs more time to review before going to the full Board for adoption. Denise will review and see if we can just adopt the language as-is, or if it needs to be tailored to GLOBE's unique circumstances. More on this at the following meeting

V. 990 Update

A.

990 Update

No update...Doug hasnt been in communication since the audit

VI. Other Business

A.

GLOBE Houses for Sale

we discussed the status of the 3 single family homes that GLOBE owns. the Committee's preference is to sell the homes, but we need full board approval. Denise will draft a short info sheet detailing the homes, locations, costs, etc for the Board to discuss at the meeting

VII. 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 8:42 AM.

Respectfully Submitted,
S. Ellis
Documents used during the meeting
  • Board Policy DJE Purchasing.pdf
  • 68 (1).pdf