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Mountain View Whisman School District

Agenda Item for Board Meeting of 3/10/2022



Agenda Category:  REVIEW AND ACTION

Agenda Item Title:  2021-2022 Second Interim Budget Report (40 minutes)

Estimated Time: 

Person Responsible: 

Rebecca Westover, Ed.D., Chief Business Officer




Background: 

Twice during the fiscal year, a school district is required to submit a financial report certifying the district's ability to meet its financial obligations for the current year and two subsequent years. The reports examine the district's attendance, spending patterns, fund balance, reserve for economic uncertainties, and multi-year projections. Staff will present the 2021-2022 Second Interim Budget Report, which reflects the district's financial position as of January 31, 2022.

 

The Second Interim reports changes to the District's 2021-2022 budget adopted in June 2021.  The projected General Fund Unrestricted ending balance for 2021-2022 is estimated at $27,874,357, with unrestricted revenues at $57,144,203 and combined total expenditures of restricted and unrestricted at $99,872,955. The District is planning on a net increase of $129,070 with a reserve level of 27.91%.



Fiscal Implication:

General Fund 01 Combined Totals

Beginning Balance: $31,514,819

Total Revenues:$100,002,025

Total Expenditures: $99,872,955

Ending Balance: $31,643,889

Unrestricted Reserve Level: 27.91%



Recommended Action: 

It is recommended that the Board of Trustees approve the 2021-2022 Second Interim Budget Report, as presented.

ATTACHMENTS:
DescriptionTypeUpload Date
2021-2022 Second Interim Report- Presentation 10Mar2022Backup Material3/3/2022
2021-2022 Second Interim Report- SACS Document 10Mar2022Backup Material3/3/2022