For School Boards
School board members are dedicated community volunteers who come from many different backgrounds and bring a wide array of strengths and talents to the school's governing body. It is the school's board that drives its vision and mission.
Following the board's vision, The Leona Group provides a comprehensive package of management services with a holistic approach to school success in mind. In many states, charter schools (also called community schools or public school academies) function through the combined effort and dedication of The Leona Group, the academy board and the authorizer or sponsor.
The Leona Group values trust and open, candid communication as key elements of an effective and productive relationship with boards and authorizers. The Leona Group is dedicated to deepening and strengthening relationships with all parties as we keep in our sight – together with boards – our north star, student achievement.
The Leona Group corporate office and departmental staff members frequently visit the academy to provide services and support. Regional vice presidents visit their assigned school sites at least weekly and are available well beyond the school day – just a phone call away. Support departments display a similar level of commitment. This dedicated approach to support goes well beyond the traditional work day and is built on genuine relationships and the unfaltering commitment to be there whenever needed.
Below are samples of materials and reports that your school board can expect to receive from the Leona Group.
Standard academy monthly reports, each provided monthly, include (sample: budget sheet | budget profection):
- Treasurer’s Memo – provides a summary of financial information for the board’s review.
- Cash Forecast Statement – provides an estimate of the academy’s actual usage of cash over the course of the year and the projected ending balance.
- Budget Projections – provides a monthly report of the academy’s actual revenue and expense to date compared to the annual budget.
- Actual Expenditures by Function – provides a breakdown of the academy’s actual expenses by function.
- Budget Expenditures by Function – provides a breakdown of the academy’s budgeted expenses by function.
- Combined Balance Sheet – provides a year-to-date report of assets and liabilities.
- Historical Aged Trial Balance – provides a report of outstanding payables as of month-end.
- Check Register – provides a monthly report of all bank transactions.
Annual reports that meet all state and federal guidelines are prepared for schools, as required by law. The reports are also used as communications tools.
| Samples: | Saginaw Preparatory Academy | Eagle Academy | Lake Erie Academy |
