Board Members:

Adrienne Mason: Board Chairperson

Taina Knox: Board Treasurer

Tyrone Foster - Board Member 

School Officials:

Steven Carney: Executive Director & School Leader - RSV

Sandra Yokley: Director of Operations - RSV

Rooted School Foundation

Jonathan Johnson - CEO 

The December 2023 Finance Dashboard for Rooted School Vancouver shows positive progress across key financial metrics:

1. Average Annual Student FTE: Enrollment, a primary revenue driver, is on target.
2. Public Revenue Received: 28% of the overall budget, aligning with expectations. The pace of federal fund claims varies throughout the year.
3. Private Revenue Received: 24% of the overall budget. The majority is expected from a WSCSA grant in Summer 2024, indicating progress towards fundraising goals.
4. Total Expenditures: At 26% of the overall budget, spending is on target.
5. Days Cash on Hand: The school has 83 days cash on hand, reflecting operational and financial stability.

All these metrics are currently on target, suggesting a strong financial position.

Rooted School Vancouver has made significant progress in its fundraising efforts. We've received our first grant from the Community Foundation for SW Washington, marking a milestone in our relationship-building endeavors. Efforts to reach out to potential regional donors have been comprehensive, highlighting the need for a revised prospect list more aligned with our vision. We continue to maintain strong connections with key foundations and are preparing to draft a submission for the Fostering Diverse Schools federal grant. It's noted that larger funding opportunities may be more accessible through consortium requests, given our current scale and growing academic achievements.

Quick Review of Existing Plan (10 minutes)

• Summarize current fund development plan
• Highlight areas needing immediate attention

Collaborative Updates (50 minutes)

• Each member discusses assigned section:
  • Budget Goals (Member 1)
  • Funding Opportunities (Member 2)
  • Relationship Building Strategies (Member 3)
  • Solicitation Strategies (Member 4)
• Discussion and collaborative input on updates
• Identification of immediate action items

Action Plan and Responsibilities (10 minutes)

• Prioritize and assign tasks
• Set deadlines for immediate actions

Documentation and Follow-Up (10 minutes)

• Summarize decisions and action items
• Plan for detailed review in a follow-up meeting
• Confirm dates for next meeting