Brevard Academy

Minutes

Monthly Finance Meeting

School Budget and Fundraising

Date and Time

Tuesday February 17, 2026 at 8:30 AM

Mission:

The Mission of Brevard Academy is to prepare its students to achieve academic excellence through the Core Knowledge Sequence. Through a partnership involving students, teachers, and parents the school strives to create citizens with strong moral character and active intellectual inquiry.

Vision:

Brevard Academy: A Challenge Foundation Academy (BA-CFA) a K-8 public charter school develops and encourages motivated, intellectually curious students who are skilled in critical thinking, individual expression, and problem-solving. From their diverse backgrounds, students accept our challenge to pursue personal and academic excellence. Through this pursuit, they become confident members of their community who lead by serving others.


 

Strategic Goals:

  1. Provide Effective & Innovative Learning Environments
  2. Recruit, Hire and Retain Highly Effective Personnel
  3. Use Resources Effectively & Be Fiscally Responsible

Committee Members Present

Juli Lefler, Michael Terry, Paul Cooper, Ted Duncan

Committee Members Absent

Emily Webb

Guests Present

Jennifer Silva (remote)

I. Opening Items

A.

Record Attendance

B.

Call the Meeting to Order

Ted Duncan called a meeting of the Finance Committee of Brevard Academy to order on Tuesday Feb 17, 2026 at 8:30 AM.

C.

Approve Minutes

Paul Cooper made a motion to approve the minutes from Monthly Finance Meeting on 01-20-26.
Juli Lefler seconded the motion.
The committee VOTED unanimously to approve the motion.

D.

Approve Agenda

Michael Terry made a motion to approve agenda.
Paul Cooper seconded the motion.
The committee VOTED unanimously to approve the motion.

II. Finance Committee Reports

A.

Review Financial Reports

- Reviewed the latest DPI allotment.  

- Reviewed fundraising: $33,952.31. 

- Reviewed the budget report. 

- Review Bank Reconciliation Reports. 

- Review higher interest accounts for USDA. 

B.

Vendor Contract Renewals

- The committee approved the audit contract for the annual audit. 

C.

Treasurer Report for BOD

- Reviewed the Treasurer Report. 

D.

Fundraising Report

- Ms. Silva reviewed.

- Reviewed FF and E for the STEM building. Paul suggested putting together a committee for furniture. 

 

III. New Business

A.

EFS Policy Review

- Reviewed the EFS draft policy for board members. 

- The Committee made changes to the EFS draft policy.

IV. Other Business

A.

Review Committee Goals

B.

School Needs

C.

Budgeting for FY27

- Juli and Ted will discuss the budget for next year. 

V. Action Items

A.

Board Action Items

- No board action items. 

VI. Closing Items

A.

Announce Date of Next Meeting

- Next meeting is TBD. Spring Break. 

B.

Adjourn Meeting

There being no further business to be transacted, and upon motion duly made, seconded and approved, the meeting was adjourned at 9:32 AM.

Respectfully Submitted,
Juli Lefler