Board meetings, strategic plans, and buyer signals from Brock Bertram’s organization
Sep 24, 2026·BoardMeeting
Board
Athlos Leadership Academy Finance Committee Meeting Minutes
The Finance Committee meeting covered a review of financial indicators and key financial statement points, including an analysis of Average Daily Membership (ADM), fund balance, days cash on hand, and debt service coverage ratios. The discussion highlighted year-to-date results, identifying that favorable variances were largely timing-related due to pending transportation, payroll, and special education costs. Additionally, the committee noted that the board-approved budget projects a deficit due to technology investments, while highlighting the impact of fall enrollment figures and an unbudgeted increase in compensatory revenue.
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The board received the Superintendent's report regarding fall enrollment figures and reviewed the financial reports for May and June. Discussion points included a review of student survey results and the report on the principal's annual evaluation. Additionally, the board approved several key items for the 2026-2027 school year, including the Teacher Summative Evaluation System, the Professional Development Plan, the School Assessment Plan, and an updated Board Meeting Calendar.
Aug 11, 2026·BoardMeeting
Board
Athlos Leadership Academy Finance Committee Meeting Minutes
The committee discussed key financial indicators, including fund balances, bond covenant compliance, and cash positions. Specific financial performance reviews were conducted for departments such as technology, transportation, food services, and Pre-K/after-care programs. The committee also covered budget execution, revenue and expenditure percentages, Title 2 funding, and preparations for an upcoming audit.
Jun 23, 2026·BoardMeeting
Board
Athlos Leadership Academy Finance Committee Meeting Minutes
The committee reviewed financial indicators including Average Daily Membership, fund balance, cash on hand, and debt service coverage ratios. Discussions covered financial statement points, including budget performance, revenues, and expenditures. Additional topics included the status of the technology budget, food service, bond covenant compliance, the upcoming audit, approval of the FY27 Lease Aid application, enrollment projections, and legislative adjustments to compensatory revenue.
Extracted from official board minutes, strategic plans, and video transcripts.
