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File #: 24-094    Version: 1 Name:
Type: Report Status: Discussed
File created: 4/24/2024 In control: Town Council/Board of Trustees
On agenda: 5/20/2024 Final action: 5/20/2024
Title: Discussion Regarding the Westlake Academy Fiscal Year 2024-2025 Budget (Director of Finance Cayce Lay Lamas)
Attachments: 1. Base Budget Line Item Details_FY2025_24.04.09, 2. Five-Year Forecast_FY2025_24.04.09, 3. Academy Service Level Adjustments_FY2025_24.04.09, 4. Academy SLA List_FY2025_24.04.09, 5. Town Service Level Adjustments_FY2025_24.05.15, 6. Town SLA List_FY2025_24.05.15

ACADEMY STAFF REPORT RECOMMENDATIONS

 

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Discussion Regarding the Westlake Academy Fiscal Year 2024-2025 Budget (Director of Finance Cayce Lay Lamas)

 

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STAFF: Cayce Lay Lamas, Director of Finance

 

BACKGROUND:

The Board of Trustees will meet in a work session to discuss the Westlake Academy annual budget for the upcoming fiscal year (2024-2025). The Board will provide direction on budgetary and programmatic expectations so that staff can finalize a formal proposed budget to be voted upon at the June 17, 2024, meeting. The proposed budget will be presented to the public for inspection; a public hearing will be held on June 17, 2024, to receive public comments. The Board must adopt the budget prior to the current fiscal year end (June 30, 2024).

DISCUSSION:

The Board will discuss the Academy’s base budget and consider service level adjustments from both the Academy and Town.

FISCAL IMPACT:

The current Academy base budget includes expenditures totaling $11,260,433, which assumes Blacksmith Donations from the Westlake Academy Foundation and a subsidy from the Town of Westlake, both individually at $1,250,000. The total amount of service level adjustment requests from the Academy is $392,994; the maximum potential expenditure budget would be $11,653,427. Approval of the Academy SLA requests would require additional funding from the Town.
The total amount of service level adjustment requests from the Town is $1,610,280. The base budget details for the Town will be shared ahead of a future meeting for discussion which includes a one time purchase of $1.3 million to replace a fire engine and $120,000 for needed public works equipment.
                     

STAFF RECOMMENDATION:

Staff recommends the base budget be accepted, as presented, and the Board provide direction on each of the service level adjustments.                     

BOARD OF TRUSTEES ACTION/OPTIONS:

No action will be taken during the work session.