Bethany Community School
Minutes
Finance Committee Meeting
Date and Time
Thursday January 23, 2025 at 5:10 PM
Committee Members Present
Ana Bumgarner, Jeff Morris (remote), Jenna Daniels, Megan Coleman
Committee Members Absent
None
I. Opening Items
A.
Record Attendance
B.
Call the Meeting to Order
Jenna Daniels called a meeting of the Finance Committee of Bethany Community School to order on Thursday Jan 23, 2025 at 5:27 PM.
C.
Approve minutes
Jeff Morris made a motion to approve the minutes from Finance Committee Meeting on 12-19-24.
Ana Bumgarner seconded the motion.
The committee VOTED to approve the motion.
II. Financial Update
A.
Review Monthly Financial Statements
III. Other Business
A.
IRS Notice
Jeff shared an IRS notice that was received and our CPA responded to. Jeff will update the committee when the CPA hears back.
IV. Closing Items
A.
Chairperson’s Remarks
B.
Adjourn Meeting
There being no further business to be transacted, and upon motion duly made, seconded and approved, the meeting was adjourned at 5:58 PM.
Respectfully Submitted,
Jenna Daniels
Reviewed monthly financial statements; balance sheet, budget analysis, and investments. Will get updated Raymond James report in February.