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Treasurer reports fiscal snapshot, $24,815 in July donations; audit and levy work underway
Summary
Treasurer Heidi presented a June 30 general fund snapshot ahead of the audit and reported July donations totaling $24,815.24; the district will begin levy filings and the fiscal audit process in the coming weeks.
Heidi, the district treasurer, briefed the Westonka Public School District Board on donations and the general fund snapshot as the district prepares for its fiscal audit.
Donations reported for July 2025 totaled $24,815.24. Donors listed in the meeting record included the Lake Minnetonka Excelsior Rotary ($300) for West Tonka Wings; Charities Aid Foundation ($87.32) for West Tonka High School; Sharon Thaler ($13,000) for West Tonka High School; West Tonka lacrosse boosters ($2,291.20) and West Tonka lacrosse boosters (larger entry later of $8,786.72), Nick and Melissa Pickert ($250) for community theater, and others noted in the treasurer's summary. The treasurer presented the year-to-date donation total as $24,815.24.
Heidi presented an updated general fund snapshot as of June 30, 2025: revenue recorded at $42,000,488 (reported as 101.3% of budget in the treasurer's update) and expenditures recorded at $41,142,000 (99.8% of budget). The treasurer said most audit entries are complete, with property taxes, state aid and federal receivables recorded; auditors (Bergen KDB) will begin field work in October and a remote audit has already started.
The district is entering levy season; the Minnesota Department of Education opened the summer levy system and the district must load levy information by Aug. 28 so the state can generate the proposed tax report for the board's September meeting. The treasurer said the board will be asked to authorize the levy at a maximum that allows for county or state adjustments without requiring an extra meeting.
Heidi said the finance committee meeting will include audit numbers, lobby updates and first-day enrollment figures; staff said construction updates will also continue to be part of finance discussions. Board members thanked the treasurer and finance team and noted the audit and levy timelines.
