McCombs School District trustees on June 2 pressed district staff to give the board clearer financial detail — including itemized invoices and regular reports on investment returns — ahead of the district’s June 9 public budget hearing.

Board members said they want any district investments and their returns reported in the district’s budgeting documents so trustees can track gains and losses. One trustee said quarterly profit-and-loss reporting would improve transparency and permit ongoing oversight, rather than a single annual summary.

“Whenever you do investment, you have your profit and losses report,” a board member said. “That would be a way for our concerns in terms of what we’re doing, more transparent.”

Trustees also questioned why some invoices and claims arrive as single, lump-sum documents that do not show per‑day or per‑service itemization. A board member asked whether the district could require vendors to submit separate invoices or clearer line-item detail showing dates, services performed, hourly rates and totals.

Dr. Hicks addressed a specific claim and membership charge raised by trustees during the meeting but did not confirm whether the district would retroactively break out past invoices. Board members asked staff to seek more-detailed invoicing going forward so trustees can determine whether a single invoice covers one or multiple dates of service.

The policy revision under discussion would require board approval before investments and would add language to ensure investment returns or losses are included in budget documents. Trustees discussed whether that reporting should be quarterly and how carryovers from prior years are identified in the budget. One trustee asked whether carryover funds could be used for pre-K staffing and other expenses, and staff said final accounting will show the precise balances after required submissions are complete.

No formal vote on policy language was recorded during the work session. The budget hearing and related materials are listed on the June 9 agenda for the school board meeting.

The discussion also included a separate procedural motion early in the meeting to call the session to order; that motion carried on an oral voice vote.