Tag: Treasurer
Post 68 – Treasurer’s Reports
Out of the 11 months that Jason was on the board with Anita, There were 8 meetings with one meeting lacking a quorum). Of the seven meetings with a quorum, Treasurer’s reports were presented at EVERY ONE. Continue reading…
Post 60 – Trial – Stephanie Serda (recall p3)
Anita Serda, Board, Finance Committee, Investment Account, Jason, Kristie Koester, Medical Account, Meeting Minutes, PHCA, Stephanie Serda, Toledo Community Foundation, Tom Matuszak, Treasurer, VisalusProsecution charges Jason with stealing commission from EIGHT NON-MENTIONED Visalus distributors from the PHCA. Continue reading…
Post 42 – Trial – Dr. Richard Paat
$34k, Board, Dr. Paat, Jason, Medical Account, Medical Clinic, Meeting Minutes, PHCA, Prosecutor, Toledo Community Foundation, TreasurerSmith “Your time on the board, would Jason give financial updates to the board?” Dr. Paat “Yes, that was his job as treasurer.” Smith “Do you remember him physically giving those updates?” Dr. Paat “I believe that we probably did receive minutes, yes.” The most honest man at this trial just impeached the lies told by the Serda family and pushed by prosecutors. It was a short testimony, but it provides so much as to the real goal of the State. Continue reading…
Post 32 – Trial – Ashley Clifton (part 3)
Ashley Clifton, Attorney General, did not verify, Investigation, Jason, KeyBank, Kristie Koester, Personal Accounts, PHCA, Political Case, Raquel Serda, Theft, Transactions, TreasurerSo you chose not to verify those?” Clifton “I did not choose not to verify those. I was directed by the attorney assigned by the case.” Smith “to not verify those?” Clifton “Correct.” Continue reading…
Post 24 – Trial – Elisa Rodriguez (part 2)
“…he started to make a little fuss with some folks. I just really didn’t want to be around that anymore.” Nearly the only honest part of her testimony, Jason made a little fuss about a maintenance man lying about hours ripping off the community center and a board member that ruined the community center’s credit. Continue reading…
Post 23 – Trial – Elisa Rodriguez (part 1)
Elisa was not a part of the PHCA for any of the “theft” in question. It was clear that the State was desperate to find people to lie and testify against Jason. It is clear that since Jason caused her husband to leave the community center and her credit card fraud from the community city center, she had an ax to grind. Continue reading…
Post 15 – Trial – Anita Serda (concluding thoughts)
Pg. 260 Smith “When you were active with the board, did you feel that the fundraising that you did was sufficient to continue to maintain the organization?” Serda “We needed to do a lot more.” Smith “Where were those expenses, where was the difference?” Serda “Where was the difference?” Smith “You said you needed to do a lot more. Why?” Serda “Well, just for operating expenses.” Smith “So your expenses were exceeding what you were bringing in?” Serda “Some Years.” Continue reading…
Post 13 – Trial – Anita Serda (part 6)
Anita Serda, Festival, Finances, Fundraising, Gift Cards, PHCA, Toledo Community Foundation, Treasurer, VisalusPg. 236 Anderson “During the time you were there, were they doing pretty consistent draws off the endowment fund to help allay the costs?” Serda “When I was still involved, we did that on an annual basis.” Continue reading…
Post 10 – Trial – Anita Serda (part 3)
Ms. Serda again deflects responsibility. The truth is that her daughter had a $42,000 salary. Anita received thousands of dollars to organize a festival and her son had access to a classroom at the community center to use as a dance studio. Continue reading…
Post 9 – Trial – Anita Serda (part 2)
“He was voted in as treasurer of the organization.” Anderson “That was the position he held?” Serda “Correct.” Anderson “Was he reluctant to take that position?” Serda “Yes.” Anderson “But he took it?” Serda “Yes.” Continue reading…
