Monday, January 21, 2008
UPDATED: Lancaster school trustees attempt to conceal truth about LISD finances
Updated 02:50 p.m., January 22, 2008
LANCASTER A majority of Lancaster Independent School District Trustees has acted contrary to LISD online policies in an apparent attempt to conceal the truth about LISD finances.
The first manner in which the board president and superintendent have been attempting to conceal the truth about LISD finances is the manner in which the Board’s monthly agenda is worded. The online Board policy states:
Agendas for all meetings shall be sufficiently specific to inform the public of the subjects to be deliberated, setting out any special or unusual matters to be considered or any matter in which the public has a particular interest.
Agendas for all meetings shall be sufficiently specific to inform the public of the subjects to be deliberated, setting out any special or unusual matters to be considered or any matter in which the public has a particular interest.
According to LISD online policy, the president and the superintendent are supposed to prepare the agenda in consultation with each other. The online policy gives the president of the school board the final authority over what is placed on the agenda.
In its regular meeting of November of 2007, the following agenda item was posted under the consent agenda: “Minutes, Financials, and other related items.” One item specifically described on the November agenda was the amendment of the 2006-2007 budget, a budget year that had already closed on August 31, 2007. Nothing on that agenda indicated that the amendment of the 2007-2008 budget was to be considered.
As of the writing of this article, the minutes of the regular meeting of November 5, 2007 are not online, although the minutes for a special meeting called for November 27, 2007 and minutes for the meeting of December 3, 2007 are online. Neither the minutes for the November 27, 2007 meeting nor the minutes for the December 3, 2007 meeting record the fact that the 2007-2008 budget was amended.
A summary of the original 2007-2008 budget is above and to the right.
A public document, entitled “Analysis of Revenues and Expenses as of Month ended November 30, 2007 has been created and is attached. There is a column in that statement entitled, “Revised Budget as of 11/30/07. Based on the agendas that have been posted and the minutes that have been published, it cannot be determined at which meeting the LISD budget was revised.
During the citizens communication portion of the meeting in December of 2007, this writer objected to the retrospective amendment of a budget for a budget year that had already been closed and made it clear that an amendment to a budget was a matter of particular concern to the public. At that meeting, trustee Marie Elliot requested to pull the amendment from the agenda and requested that the amendment be placed on the December agenda. That item was pulled and moved to the December agenda in response to Marie Elliot’s motion.
In December, two items were posted under the consent agenda. They were described as follows: “Approval of Consent Agenda, Minutes, Financials, and other related items,” and “Financial Reports for October 2007.”
At the December meeting, this writer pointed out the vague wording of the Agenda and expressed particular concern that the agenda did not describe the matter of the amendment to the 2006-2007 amendment. After that comment, the superintendent apologized for failing to put the matter of the 2006-2007 budget amendment on the agenda. Trustee Marjorie King requested specific assurance from the Superintendent at that meeting that she would not be voting for the amendment of the 2006-2007 budget by voting for the consent agenda.
The January 2008 meeting had the following agenda item: “Approval of Consent Agenda, Minutes, Financials, and award for Bids.” It also included an agenda item entitled “November 2007 Financial Reports.” Nothing in that agenda item mentioned the amendment of the 2007-2008 budget.
The latter item was Agenda Item 11. Trustee Marjorie King requested to pull that item from the agenda for further discussion. The Board’s online policy states that matters shall be decided on one vote under the consent agenda “unless a member requests that an item be withdrawn for individual consideration.”
Despite the wording of the online policy, Trustee Ed Kirkland asked for a motion from the board to vote for the entire consent agenda without the individual consideration of Agenda Item 11. That motion passed 5-2, with trustees Shelia Stanmore, Marie Elliot, Russ Johnson, Ed Kirkland, and Sue Mendoza voting for and Marjorie King and Carolyn Morris voting against.
It cannot be determined based on the wording of any of the agendas for the 2007-2008 fiscal year or any of the minutes that have been posted to date, whether an amendment to the fiscal year 2007-2008 agenda has been approved.
This story was submitted by a member of the Pegasus News community.
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estherspeaks says:
It is imperative that Mr. Allen and others continue to tell the whole truth about what is happening in Lancaster. The president and the majority of the board continue to put their heads in the sand as to what is happening in the district. Dr. Lewis is the tail wagging the dog. Since the Board president knows so little about parliamentary procedure, he has ridden rough shod over the other board members and their rights to get information or their right to question what is happening with the paid staff.
Dr. King's request to pull an item from the consent agenda concerning finances was voted down by the majority of the board when as a member of the board she has the right to ask any question prior to any vote being taken. Point of order gives a board member the right to ask questions and to debate an issue unless the majority of the members vote to close debate(which was not done). Since the rules of order were violated, Dr. King had the right to question the clear violation in which her item was denied. Since none of the board seems to know the rules of procedure, then these unjustified mistakes will continue.
If the voters really want change, we need to get people willing to run and release the present members from their positions and get people in there who are willing to learn, listen and ask the proper questions. Dr. King and Carolyn Morris cannot do it by themselves.
Anonymous
1 year, 10 months agoLink to this comment | Suggest removal
interestedcitizen says:
Didn't someone point out during budget hearings that ADA revenues were overstated? Didn't someone say that we should budget on actual ADA received in the previous year instead of an optimistic figure? In other words, wasn't an ADA revenue shortfall actually foreseen, or shouldn't it have been foreseen by someone who was acting prudently? Doesn't this reveal a poor approach to budgeting based on optimistic numbers when prudence would dictate a more realistic budgeting approach?
It seems to me that during budget sessions, criticism was lodged at the administration for being so vague in the manner it presented its budget, putting numbers in broad categories instead of the specific categories that it used in the 2006-2007 budget.
This doesn't look accidental to me. It looks intentional. It looks to me like the supt. intentionally overstated the money dedicated to instruction, when the truth was that he overstated that number by over $3 million when he made his 2007-2008 budget presentation. It appears that he intentionally misled his board and the public.
Shoving things under the rug, as they've done for the past three months, over the request of other board members who have the absolute privilege to pull items off the consent agenda, appears intentional to me. Given that kind of intentional behavior to keep information out of the public eye removes the presumption that these are true mistakes. The whole point of keeping it out in the open is to discuss apparent errors and to correct them immediately. Backdating things and amending budgets after the end of a budget year indicates an intent to hide the truth.
He says he never lies. The people under him just make mistakes. If anyone disagrees with him, the person who disagrees is either a liar, a misinformer, or a distorter of the truth. I'm starting to wonder.
Anonymous
1 year, 10 months agoLink to this comment | Suggest removal
OleBurt says:
Mr. Allen is exactly right with his observstions.
The tenor of a school district is set by the board of education and superintendent. There are only two members who advocate openness - Dr. Marjorie King and Ms. Carolyn Morris. The other five members and superintendent Lewis have a fortress mentality and Lewis has been the major factor in developing this atitude. The philosophy of the superintendent has a trickle-down effect. In Lancaster's situation the end result is not good
Thanks to Lewis' inability to provide quality leadership and management the district has borrowed more than $11,000,000 over the last four years to help the superintendent make ends meet. Hundreds of thousands of dollars have been spent on interest that should have been used in the classrooms.
I hear that the Texas Education Agenct is auditing the Lancaster ISD. Keep your fingers crossed, Mr. Allen. Maybe something good will come out of this for the children.
Anonymous
1 year, 10 months agoLink to this comment | Suggest removal
interestedcitizen says:
We need to know exactly where we are financially. To hear Lewis talk, we're getting better every year, with a larger year end fund balance. That year end fund balance is cash in the bank, but it is cash in the bank provided by a short term bridge loan, the principal amount of which has been growing larger and larger every year since Lewis has been here.
That bridge loan must be repaid out of operating and maintenance money, because it is for operations and maintenance. It can't be paid out of debt service money because it is not for capital improvements.
To be honest about it, if we end the year with 3 million cash, but we owe six million in a short term loan that is due in full during the fiscal year, we are really in the hole by 3 million at the end of the year. The truth is, if we end a fiscal year with 3 million in borrowed funds and a 6 million short term obligation, we need 6 million that year to pay off that bridge loan.
True, some of the revenues to pay off that 6 million dollar loan will come from "settle up" funds, but, in our case this year, we were over a million dollars short getting enough "settle up" money to pay back the bridge loan.
Don't just look at the year end fund balance to know where we are. Look at our obligations. We owe $6 million in a short term loan, in addition to classroom instruction, debt service, building maintenance and other operating expenses.
The short term loan is coming due in February. It isn't in the budget. If it is show us the data. Click on the budget in the article above and show us the row and column where the $6 million in revenues comes from to pay back that loan.
In closing, if the data show where the money is, why hide the data behind a consent agenda every month? If a trustee wants it on the table for the world to see, why hide it? It's your duty to be transparent. Be transparent. You aren't being transparent. You put the burden of proof on us to prove you aren't shooting straight. We're showing you the data, and we're showing you that your numbers don't add up.
Anonymous
1 year, 10 months agoLink to this comment | Suggest removal
estherspeaks says:
It is the policy of the administration to hide anything doing with finances and to intimidate anyone (even a board member) if they question why or how things happen in LISD. Lewis continues to lead through intimidation and accusation. It is time for the public to rise up and ask for his resignation as well as those on the board that continue to hide their heads in the sand. It is time for a revolution of ideas in LISD!
Anonymous
1 year, 10 months agoLink to this comment | Suggest removal
interestedcitizen says:
Is there a difference between a "budget adjustment" and a budget amendment? When is it an adjustment and when is it an amendment?
Anonymous
1 year, 9 months agoLink to this comment | Suggest removal