Navigator Schools

Minutes

Finance Committee Meeting

Date and Time

Thursday March 20, 2025 at 6:00 PM

Location

Join Zoom Meeting


https://navigatorschools.zoom.us/j/96920539803?pwd=7x4DOCW8eim9JOpnYvnXGttPTG36Al.1

 

Meeting ID: 969 2053 9803
Passcode: 907985

 

This meeting will be held in compliance with modified Brown Act requirements as outlined in Executive Order N-25-20.

Individuals in need of a disability-related accommodation, modification, or auxiliary aid/service, should direct requests via e-mail to Ami Ortiz, Director of Compliance & Operations. 

 

Laura Marco is inviting you to a scheduled Zoom meeting.

 

Topic: Finance Committee Meeting


Time: Mar 13, 2025 06:00 PM Pacific Time (US and Canada)


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Meeting ID: 969 2053 9803
Passcode: 907985

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Meeting ID: 969 2053 9803
Passcode: 907985

 

Find your local number: https://navigatorschools.zoom.us/u/adOToabsTT

 

 

Committee Members Present

Ian Connell (remote), Jan Mazyck (remote)

Committee Members Absent

None

Guests Present

Ami Ortiz (remote), Caprice Young (remote), Nora Crivello (remote), Noël Russell-Unterburger (remote), Shun Dorsey (remote), Tom Peraic (remote)

I. Opening Items

A.

Call the Meeting to Order

Ian Connell called a meeting of the Finance Committee of Navigator Schools to order on Thursday Mar 20, 2025 at 6:04 PM.

B.

Record Attendance and Guests

C.

Approve Minutes from Prior Meeting

Ian Connell made a motion to approve the minutes from Finance Committee Meeting on 01-16-25.
Jan Mazyck seconded the motion.
The committee VOTED unanimously to approve the motion.

D.

Approve Minutes from Prior Meeting

Ian Connell made a motion to approve the minutes from Finance Committee Meeting on 02-05-25.
Jan Mazyck seconded the motion.
The committee VOTED unanimously to approve the motion.

E.

Committee Chair Update

The Committee Chair appreciates the work being done by the Navigator team.

F.

Public Comments

There was no public comment.

II. Business and Finance

A.

Audit Status Update

Noël Russell-Unterburger, staff lead of the Finance Committee, offered general financial updates including audit issues.

 

Caprice Young joined the meeting at 6:21pm.

B.

Facilities Update

Noël Russell-Unterburger, staff lead of the Finance Committee, offered general financial updates including facilities issues.

C.

Update on Building Hope Financing

Noël Russell-Unterburger, staff lead of the Finance Committee, offered general financial updates including Building Financing issues.

D.

Year-to-date financials through January 31, 2025

Noël Russell-Unterburger, staff lead of the Finance Committee, offered general financial updates including year-to-date financials through January 31, 2025.

E.

Preliminary 2025-26 Budget

Noël Russell-Unterburger, staff lead of the Finance Committee, offered general financial updates including the preliminary 2025-26 budget.

F.

Multi-Year Projections

Noël Russell-Unterburger, staff lead of the Finance Committee, offered general financial updates including multi-year projections.

G.

Draft LCAP

Ami Ortiz, Director of Compliance & Operations, presented draft LCAPs for Gilroy Prep School, Hollister Prep School, Watsonville Prep School, and Hayward Collegiate Charter.

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 7:51 PM.

Respectfully Submitted,
Tom Peraic
Documents used during the meeting
  • Finance_Committee_2025_03_20_CY.pdf
  • Facilities Updates.pdf
  • 2024-25 Statement of Activities & Cash Flow Forecast.pdf
  • Preliminary 2025-26 Budget.pdf
  • 2025_Local_Control_and_Accountability_Plan_Watsonville_Prep_School_20250319.pdf
  • 2025_Local_Control_and_Accountability_Plan_Hollister_Prep_School_20250319.pdf
  • 2025_Local_Control_and_Accountability_Plan_Gilroy_Prep_(Navigator_School)_20250319.pdf
  • 2025_Local_Control_and_Accountability_Plan_Hayward_Collegiate_Charter_School_20250319.pdf