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Santa Rosa ISD earns 'Superior' FIRST rating, posts 96 of 100 for FY2023
Summary
Santa Rosa ISD's Annual Financial Accountability Management Report (FIRST) for FY2022–23 shows a 'Superior' rating with a score of 96/100; the district met all four critical FIRST indicators and reported strong liquidity and no auditor material weaknesses.
Santa Rosa Independent School District received a "Superior" rating on its Annual Financial Accountability Management Report (FIRST) for fiscal year 2022–2023, the board's special public hearing packet shows. The district's FY2023 score was reported as 96 out of 100, compared with 98 out of 100 for FY2022.
Board President Kelly R. Ballin opened the Dec. 16 hearing and introduced the presentation; the report notes the rating "was based on the District's sound operations and compliance with financial compliance." The report shows the district passed all four FIRST critical indicators (AFR timeliness, unmodified audit opinion, debt-payment compliance, and timely payments to government agencies), which alone prevent a substandard rating regardless of points earned.
The FIRST worksheet included per-indicator details used to calculate the score, and the report highlighted ceiling indicators such as data quality and absence of material weaknesses. The report also summarizes that the district met thresholds across liquidity and solvency measures, contributing to the Superior outcome.
The board did not take further action on the report during the special hearing; the packet states the report will be posted and the meeting recorded and made available afterward.
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