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Finance committee approves minutes, treasurer report referral, multiple assessment appeal actions

North Penn SD Finance Committee · June 2, 2026
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Summary

The North Penn finance committee approved the May 5 minutes, moved the treasurer's April report to the June 18 action meeting, approved budget transfers related to federal monitoring, and approved several assessment-appraisal agreements and settlements including a $9,554 tax payment due to the district.

The finance committee took several procedural and fiscal actions on June 2.

The meeting opened with a unanimous approval of the May 5, 2026 finance committee minutes (motion by Miss Ramich, seconded by Miss Coin). The committee moved the treasurer's April report to the board's June 18 action meeting (motion by Mr. Bell, second by Mr. Kaiser).

After staff described federal monitoring and the need to align the general ledger with eGrants, the committee approved a package of budget transfers for May to reconcile internal records with the state eGrants system (motion by Miss Coin, seconded by Mr. Kaiser).

The committee approved two appraisal-agreement items with Indian Valley tied to taxpayer appeals (items 3C and 3D; motion by Mr. Bell, seconded by Mr. McBain). It also approved an assessment appeal settlement that will result in $9,554 of taxes due to the district (item 3E; motion by Mr. Rush, seconded by Miss Coin) and an assessment adjustment going forward for a retirement-community property (item 3F; motion by Mr. Rush, seconded by Miss Coin). All recorded motions carried with no nays reported in the committee transcript.

These actions will be reflected in the full board materials for the June 18 board meeting and any items requiring final approval will be brought forward at that time.