Great Oaks Charter School - Bridgeport
GOBPT Monthly Finance Meeting
Published on September 12, 2023 at 4:11 PM EDT
Date and Time
Monday September 11, 2023 at 12:00 PM EDT
Location
Great Oaks Charter School
375 Howard Ave
Bridgeport, CT 06605
Agenda
| Purpose | Presenter | Time | |||
|---|---|---|---|---|---|
| I. | Opening Items | 12:00 PM | |||
| A. | Record Attendance | Corey Sneed | 1 m | ||
| B. | Call the Meeting to Order | Corey Sneed | 2 m | ||
| II. | Financial Overview/Administrative | 12:03 PM | |||
| A. | Current Cash Position | FYI | Benjamin Chan | 10 m | |
|
Total:
Credit card balance
|
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| III. | Financial Review | 12:13 PM | |||
| A. | August Dashboard & Financials | FYI | Benjamin Chan | 5 m | |
| B. | FY22 vs FY23 comparison | FYI | Benjamin Chan | 3 m | |
| IV. | Additional Items | 12:21 PM | |||
| A. | New Grants | 1 m | |||
| B. | Employee Retention Credit | 1 m | |||
|
Employee Retention Credit |
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| C. | Energy-use/rate audit | 2 m | |||
|
Energy-use/rate audit as costs increase: Energize CT |
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| D. | Foundation Dissolution | 1 m | |||
|
all functions except HR by Sept. 30. HR by Dec. 31. |
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| E. | New Vendors | FYI | Latoya Hubbard | 20 m | |
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| V. | Closing Items | 12:46 PM | |||
| A. | Adjourn Meeting | Vote | Corey Sneed | 1 m | |