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LBUSD Timeline

Timeline

A factual, source-cited timeline of governance events at Laguna Beach Unified School District, most recent first. Every event cites at least one source; opinion and framing appears only as attributed quotes inside citations. The Meetings tab holds locally transcribed overviews of board meeting recordings.

112 events · 45 meetings · 256 sources · 468 citations

Era
Topic
Showing all events

Austin era

Jul 1, 2026 onward
  1. Dr. Don Austin's term as Superintendent begins

    Personnel
    1 source

    Per the board's May 14, 2026 announcement, Dr. Don Austin is scheduled to begin as LBUSD Superintendent of Schools on July 1, 2026, succeeding Jason Glass and concluding Manoj Roychowdhury's interim superintendency.

    Sources

Transition

May 12, 2026 – Jun 30, 2026
  1. Palo Alto Unified names Jason Glass its incoming superintendent, completing the Glass–Austin swap

    Personnel
    1 source

    Palo Alto Unified School District named Dr. Jason Glass — the superintendent the Laguna Beach Unified board majority separated from on May 12, 2026 — as its incoming superintendent, pending contract approval at the PAUSD board's June 16, 2026 meeting. Glass starts July 1, 2026, the same day Don Austin starts at LBUSD, completing a direct two-district swap: Austin left PAUSD via settlement in February 2026 and takes the Laguna Beach seat Glass vacated, while Glass takes the Palo Alto seat Austin vacated. PAUSD Board President Shounak Dharap framed the hire as a leader who will "unify the district." Glass's reported package is about $396,000 in base salary plus a $5,000/month housing allowance (~$456,000/year). Figures captured via a focused extraction of the Palo Alto Online report, not a verbatim clip; the appointment is announced pending the June 16 contract vote.

    Sources
  2. LBHS Class of 2026 graduation scheduled at the Irvine Bowl

    Operational
    1 source

    The Laguna Beach High School Class of 2026 graduation ceremony is scheduled for June 11, 2026 at the Irvine Bowl, the venue adopted by the board's February 26, 2026 3-2 vote. Per the Breit v. LBUSD complaint, approximately 215 students are expected to graduate, with the district offering up to 10 seats per graduate. The June 2, 2026 federal complaint seeks to enjoin the district from holding the ceremony at the Irvine Bowl.

    Sources
  3. Emergency injunction hearing expected in the graduation ADA case (per reporting; resolved June 5)

    Governance
    2 sources

    Erika Rule's June 3, 2026 op-ed reports that an emergency injunction hearing in Breit v. LBUSD (Case No. 8:26-cv-01418) is expected on June 5, 2026. No hearing date is stated in the complaint itself, and this date is provisional pending confirmation against the court docket. The complaint seeks a temporary restraining order and preliminary injunction that, if granted, would bar holding the June 11, 2026 graduation at the Irvine Bowl. RESOLVED: the court did not hold a contested hearing on June 5 — it issued an order that day denying the TRO on the papers. See the companion event "Federal court denies TRO to relocate graduation."

    Sources
  4. Federal court denies TRO to relocate graduation; June 11 ceremony stays at the Irvine Bowl

    Governance
    1 source

    On June 5, 2026, U.S. District Judge Fred W. Slaughter denied the plaintiffs' application for a temporary restraining order in Breit v. LBUSD (Case No. 8:26-cv-01418), declining to move the June 11, 2026 Laguna Beach High School graduation from the Irvine Bowl back to Guyer Field. Per the district, the court found the plaintiffs had not shown a likelihood of success on the merits, irreparable harm, or that the balance of equities favored them, and that relocating the entire ceremony less than a week before the event "appeared broader than necessary." The order denies emergency relief only and does not reach the merits of the ADA, Section 504, or California Government Code 11135 claims; the underlying case may continue.

    Sources
  5. June 4 board agenda includes item on the applicability of Board Policy 2120

    Personnel
    5 sources

    Erika Rule's June 2, 2026 op-ed at publicrecordlaguna.com, "LBUSD's Superintendent Shortcut," described the agenda for the June 4, 2026 LBUSD regular board meeting as including an item titled "Discussion and Applicability of Board Policy 2120" — the district's superintendent recruitment-and-selection policy — scheduled before a closed session for superintendent appointment and labor negotiations, and followed by open-session approval of contracts for the interim superintendent and Dr. Don Austin. The official BoardDocs agenda packet (retrieved June 4, 2026) corroborates this: item 9, "Discussion and Applicability of Board Policy 2120 (Superintendent Search)," is listed as a governance action item with the BP 2120 policy attached, preceding closed-session items for a superintendent appointment (Government Code 54957) and labor negotiation over the unrepresented interim superintendent and superintendent, and followed by open-session items 12.A and 12.B approving contracts for interim superintendent Manoj Roychowdhury and Dr. Don Austin. The agenda also lists the high-school graduation disability complaint as existing litigation in closed session (item 3.D). The June 4 meeting recording resolves the outcomes. In the item 9 discussion, Board President Sheri Morgan argued that Board Policy 2120 was satisfied by the prior superintendent search — conducted about a year earlier through an outside firm chosen on a 5-0 vote — stating there is "no statute of limitations" and "no expiration date on that search process." Trustees Joan Malczewski and James Kelly pressed whether 2120 was applicable, who determined it was not, and when they were told Don Austin was a candidate. No formal finding that 2120 was satisfied or applicable was adopted; the discussion aired the dispute, and the Board then approved Austin's contract 3-2 (Malczewski and Kelly dissenting) and the interim superintendent's contract 5-0.

    Sources
  6. Board approves interim superintendent contract for Manoj Roychowdhury, 5-0

    Personnel
    Vote 5-0 1 source

    At its June 4, 2026 regular meeting (item 12.A), the Board approved, 5-0, a short-duration employment agreement for Assistant Superintendent of Business Services Manoj Roychowdhury to serve as interim superintendent. Per the oral Government Code 54953 summary, the agreement is effective May 13, 2026, may be terminated by either party at any time, and automatically terminates upon the appointment and employment of a new superintendent. For the additional interim duties, Roychowdhury is paid a per-diem of $1,783 in addition to his regular assistant-superintendent salary, retroactive to May 13; upon termination he returns to his regular position and salary.

    Sources
  7. Board approves Don Austin's superintendent contract, 3-2

    Personnel
    Vote 3-2 3 sources

    At its June 4, 2026 regular meeting (item 12.B), the Board of Education approved a four-year employment agreement for Dr. Don Austin as superintendent, effective July 1, 2026, on a 3-2 vote. Sheri Morgan, Howard Hills, and Dee Perry voted in favor; Joan Malczewski and James Kelly voted no. Per the oral summary required by Government Code 54953, the agreement provides a $450,000 base salary with no annual salary steps, automatic increases, or cost-of-living adjustments; a 12-month, 224-workday "positive work" contract with no paid vacation; standard management health-and-welfare benefits; a district contribution of 4% of base salary to a tax-sheltered annuity; and no longevity payments, moving or relocation expenses, housing stipend, paid sabbatical, or mentor payments. The vote followed the item 9 discussion of the applicability of Board Policy 2120, which the dissenting minority contested as an inadequate substitute for a fresh superintendent search. The district's June 5 press release announced the approval without stating the vote count, the dissents, or the terms.

    Sources
  8. Rule publishes superintendent-transition critique and a 45-item Public Records Act request

    Governance
    2 sources

    On June 3, 2026, Erika Rule published "The Questions Behind LBUSD's Sudden Superintendent Transition" at publicrecordlaguna.com and submitted a 45-item California Public Records Act request to the district. The piece argues that the compressed May 12-14, 2026 sequence — the 3-2 closed-session vote ending Jason Glass's contract on May 12 and the 3-2 closed-session appointment of Don Austin on May 14 — may have departed from several of the district's own adopted board policies, and the records request seeks the documents that would show whether the transition complied with them. Rule's headline argument is that BP 2121 bars terminating the superintendent without cause at a special or emergency meeting (the district's adopted BP 2121 contains that clause) and that the May 12 action was taken at a special meeting; she also points to BP 2140 (superintendent evaluation), BP 2120 (recruitment and selection), BP 4136/4236/4336 (outside employment, re: Austin's SimpleWins business), and BP 1100/1112 (communications authority, re: the May 14 ParentSquare release timing). The 45-item request seeks Form 700 economic-interest filings, conflict-of-interest disclosures, closed-session minutes, the Glass and Austin contracts, the 2025 Leadership Associates search records, and the May 14 meeting recording, and includes a notice against staff retaliation during its pendency. The filing is a records request, not a response; the district has not yet produced records, and the policy-compliance questions are Rule's allegations, not established findings.

    Sources
  9. District opposes the emergency injunction in the graduation ADA case

    Governance
    2 sources

    A Public Record for Laguna Schools reported that LBUSD filed its opposition to the plaintiffs' emergency injunction in Breit v. LBUSD (Case No. 8:26-cv-01418), asking the court to keep the June 11 LBHS graduation at the Irvine Bowl rather than return it to Guyer Field. The district's defense argues the governing ADA standard is whether the graduation program is accessible overall — citing Ninth Circuit program-access precedent — not whether every part of the historic venue meets modern construction standards, and that a venue change days before the ceremony is too late and logistically impossible. Per the report, the district's accessibility planning and staff site walks began in early March 2026 — after the February 26 relocation vote, not before. (Date reflects the report; confirm the exact filing date against the court docket.)

    Sources
  10. Federal ADA complaint filed over relocation of LBHS graduation to the Irvine Bowl

    Governance
    5 sources

    On June 2, 2026, William Breit and Kathleen Christoff filed a civil-rights complaint against the Laguna Beach Unified School District in the U.S. District Court for the Central District of California (Southern Division) as Case No. 8:26-cv-01418. The complaint pleads three claims arising from the February 26, 2026 board vote that relocated the 2026 Laguna Beach High School graduation from Guyer Field to the Irvine Bowl: violation of Title II of the Americans with Disabilities Act (42 U.S.C. §12132), violation of Section 504 of the Rehabilitation Act (29 U.S.C. §794), and violation of California Government Code §11135. The plaintiffs are described as mobility-disabled invitees of graduating students. The complaint alleges the Irvine Bowl (maximum capacity ~2,600) provides only 11 wheelchair-accessible spaces and 12 companion seats, clustered in three non-dispersed areas, with steep approach and interior circulation, and that the district relocated the ceremony without a pre-vote ADA accessibility evaluation. It seeks declaratory relief and a temporary restraining order plus preliminary and permanent injunction barring graduation at the Irvine Bowl, and attorneys' fees, and states a separate U.S. Department of Education Office for Civil Rights complaint had already been filed. Counsel is Dykema Gossett LLP (James S. Azadian, Christine Mardikian, David Ter-Petrosyan).

    Sources
  11. Manoj Roychowdhury's interim superintendency begins

    Personnel
    3 sources

    Following Superintendent Jason Glass's May 31, 2026 departure, Chief Business Official Manoj Roychowdhury is scheduled to serve as Interim Superintendent through the June 2026 transition, bridging the period until Dr. Don Austin begins on July 1, 2026. The board announced the interim arrangement in its May 14, 2026 press release.

    Sources
  12. Glass's scheduled last day as Superintendent

    Personnel
    3 sources

    Per the May 12, 2026 joint statement from the Governing Board and Dr. Glass, May 31, 2026 is Dr. Glass's last day as Superintendent of Schools. The board subsequently named CBO Manoj Roychowdhury interim superintendent and Dr. Don Austin permanent successor, effective July 1, 2026, in its May 14, 2026 announcement; the financial terms of the separation agreement have not been publicly disclosed.

    Sources
  13. Stu News reports three declared candidates for the November 2026 board election

    Electoral
    1 source

    Tom Johnson's May 29, 2026 Fair Game column in Stu News Laguna reported three declared candidates for the three LBUSD Board of Education seats up for election in November 2026: incumbent board member Joan Malczewski, who had announced a reelection bid roughly two weeks earlier; Shaheen Sheik-Sadhal, who stepped down from the presidency of FUEL (Families Unified for Education in Laguna) to run; and Kimberly Smith, a parent of two children at Top of the World Elementary and a CEO, whose campaign site is kimberlyforlagunaschoolboard.com. The column recapped the governance backdrop, including the 2024 election of Sheri Morgan and Howard Hills that created a new board majority alongside Dee Perry, the termination of nine-year superintendent Jason Viloria, the hire and sub-one-year separation of Jason Glass, and the subsequent appointment of Donald Austin.

    Sources
  14. Board appoints Dr. Don Austin as next superintendent

    Personnel
    24 sources

    On May 14, 2026 — two days after the board's mutual-separation vote with Superintendent Jason Glass — the LBUSD Board of Education announced the appointment of Dr. Don Austin as Superintendent of Schools, effective July 1, 2026. The board appointed Chief Business Official Manoj Roychowdhury as Interim Superintendent for the transition period between Glass's departure on May 31, 2026 and Austin's start. Austin previously served as principal of Laguna Beach High School for five years, and as superintendent of Palos Verdes Peninsula Unified School District and then Palo Alto Unified School District; his Palo Alto tenure ended in a February 20, 2026 mutual separation agreement. Per the May 14, 2026 agenda and the open-session recording, the appointment votes were taken in a 3:30 p.m. special closed session preceding the regular open meeting, under Board Bylaw 9321 (Closed Session); no public report-out of the vote count was made at the open session (which itself adjourned to a second closed session at the end without a captured report-out). The press release did not state the board's vote on the appointment or describe a search process.

    Sources
  15. BCT Entertainment graduation-services agreement on May 14 consent calendar as item X

    Financial
    3 sources

    Item X on the May 14, 2026 Regular Meeting consent calendar: "Approval of Agreement for Audio and Visual Services with BCT Entertainment for Graduation and Promotion events at the Irvine Bowl, June 9, 2026, through June 11, 2026, in an amount not to exceed $66,137.98." The motion is "Motion to approve the Consent Calendar Items B - Z"; the attached agreement is described as "BCT ICA partially executed.pdf" (signed by the vendor, pending district counter-signature at agenda posting). BCT Entertainment was the existing AV vendor pre-vote: per the Feb 12, 2026 staff presentation, BCT's FY 2025 Audio-Visual Production cost (for the joint LBHS+TMS event at Guyer Field) was $49,696.68. The documented incremental cost attributable to the venue change is therefore +$16,441 (33%), not the full $66,137.98 the Rule "Stress Test" piece foregrounds. Other May 14 consent items relevant to this thread: items T, U, V, W are four separate legal-services agreements (Atkinson Andelson Loya Ruud & Romo; Fagen Friedman & Fulfrost; McCune & Harber; Harbottle Law Group) — none of which were independently identified at the open-session meeting as graduation-related, though McCune & Harber is the existing- litigation firm cited on the Mar 12 closed-session agenda. The specific consent-calendar disposition (approved as a bulk B-Z motion vs. pulled for separate handling) is not surfaced cleanly in the open-session video and will appear in the May 14 minutes when posted (typically approved at the subsequent regular meeting).

    Sources
  16. Morgan issues transition statement between Glass separation and Austin appointment

    Personnel
    1 source

    On May 13, 2026 — the day after the board's 3-2 mutual-separation vote with Superintendent Glass and the day before the May 14 special meeting at which Don Austin would be announced as the incoming superintendent — Board President Sheri Morgan issued a transition press statement on behalf of the board. Per Jeannette Andruss's Spotlight Schools preview the morning of May 14, Morgan told the outlet via text message that she would issue a follow-on press release after the May 14 meeting. The May 13 statement fills the window between the May 12 closed-session vote and the May 14 Austin appointment release.

    Sources
    • News Spotlight Schools — Preview: Laguna Beach Unified Board of Education Meetings — May 14, 2026
  17. Board votes 3–2 in closed session on Glass separation; joint statement issued

    Personnel
    Vote 3-2 21 sources

    A special board meeting was held on May 12, 2026, with closed session scheduled for 2:30 PM and a budget study session that followed at 3:30 PM at the LBUSD District Office. The closed session was governed by Board Bylaw 9321 (Closed Session). According to the closed-session report read aloud at the opening of the budget study session, the board voted 3-2 to approve a "mutual separation agreement and general release" with Dr. Glass. The motion was made by Trustee Howard Hills and seconded by Trustee Dee Perry; Trustees Joan Malczewski and James J. Kelly opposed. The agreement set Dr. Glass's resignation date as May 31, 2026, with paid administrative leave effective May 13, 2026. At approximately 4:08 PM the district issued a joint statement from the Governing Board and Dr. Glass that described the parties as having "reached a mutual agreement to conclude" Glass's service; the public joint statement did not disclose the 3-2 vote split, the financial terms, or the administrative-leave provision.

    Sources

Glass

Jul 1, 2025 – May 31, 2026
  1. Complaint recounts Glass 'easily pivot' statement at May 7 PTA Council meeting

    Operational
    1 source

    The federal complaint in Breit v. LBUSD alleges that on May 7, 2026, during a Parent Teacher Association (PTA) Council meeting in the district's Room 91, Superintendent Jason Glass stated that if the district were enjoined even a week before graduation it would be "no problem" because the district could "easily pivot" to hold the graduation at Guyer Field as originally planned. The statement is recounted in the complaint (paragraphs 15 and 39); it is the plaintiffs' characterization of Glass's remarks and is not independently recorded in the timeline's document set.

    Sources
  2. Zuziak op-ed reports classified staff no-confidence vote

    Personnel
    5 sources

    In a guest opinion published April 24, 2026 in the Laguna Beach Independent, CSEA Chapter 131 President Thasa Zuziak reported that classified staff had recorded a no-confidence vote of approximately 90 percent regarding LBUSD leadership. The specific date of the underlying vote, the population polled, the question put to staff, and any independent verification of the tally have not been documented in this timeline beyond the Zuziak op-ed itself.

    Sources
  3. Board votes 4–1 to revise ad hoc governance committee

    Governance
    Vote 4-1 5 sources

    At the April 23, 2026 Board Governance Meeting, the board voted 4-1 to revise the existing ad hoc governance committee, adopting a superseding document brought forward by Trustee Hills. Trustee Malczewski voted no. Per the LBUSD recording, Malczewski declined to serve on the revised committee, stating that governance discussions touching on board bylaws belong in public session rather than in committee; she described the prior bylaw 9322 change as "not a small thing." (An earlier draft of this timeline dated this vote to April 30 based on the FUEL April 30 recap; the LBUSD recording confirms the actual vote occurred April 23.)

    Sources
  4. Board votes 5–0 to approve TBWB/CivicX bond consultant

    Financial
    Vote 5-0 8 sources

    At the April 23, 2026 Board Governance Meeting, the board voted 5-0 (with student advisory vote) to approve an agreement with TBWB/CivicX for bond communications consulting in connection with a potential November 2026 ballot measure. Per the LBUSD recording, Member Kelly described the cost as "between 30 to 40,000" as a ballpark for a district of LBUSD's size; Member Hills raised concerns about Education Code requirements that bond information constitute a "fair and impartial presentation of relevant facts." (An earlier draft of this timeline dated this vote to April 30 based on the FUEL April 30 recap; the LBUSD recording confirms the actual vote occurred April 23.)

    Sources
  5. March in solidarity with LBUSD staff; board meeting

    Governance
    11 sources

    Per FUEL, approximately 400 people marched in solidarity with LBUSD staff and students prior to the regular board meeting. Per the Laguna Beach Independent's on-scene coverage, LaBUFA President Scott Wittkop and student representative Ivy Dabbs were among those on the record at the march. The same evening's board meeting included a fourth consecutive closed session with "Employee Discipline/ Dismissal/Release" on the agenda, with no report-out. Per Sensible Laguna, the march occurred concurrent with the scheduled board meeting and coincided with active union contract negotiations.

    Sources
  6. Board approves AB 218 insurance-recovery counsel 3–2 at $1,730/hr

    Financial
    Vote 3-2 (Hills and Kelly opposed) 1 source

    At the April 16, 2026 regular board meeting, the LBUSD Board voted 3-2 to retain counsel for insurance-recovery work on the district's AB 218 (retroactive childhood-sexual-abuse liability) matter at an hourly rate of $1,730, with a 10 percent discount producing an effective rate of $1,557 per hour. Trustees Howard Hills and James Kelly voted no. The agenda item title named "Morgan Lewis and Bockius"; in the live discussion, Assistant Superintendent of Business Services Manoj Roychowdhury identified the contracted attorney as Dana John McCune of McCune & Harber LLP, described McCune as recommended by the existing AB 218 case counsel, and characterized the engagement as insurance-recovery work on policies dating to 1970. Board counsel John Pearl, asked whether the McCune firm was his firm, said it was not. The scope of the underlying Morgan Lewis & Bockius engagement, and whether that engagement is documented separately from the McCune retention, are not addressed on the record in the public portion of the meeting.

    Sources
  7. Weiss reports Zuziak Democratic Club statements

    Governance
    1 source

    In a May 9, 2026 Substack post, George Weiss reported that on the evening of April 8, 2026, CSEA Chapter 131 President Thasa Zuziak addressed an audience at a Laguna Beach Democratic Club event. Weiss reports, citing a verbatim attendee account, that Zuziak stated the board wanted to cut staff, increase class sizes, cut counselors, and that the board "just cut the budget at all school sites 20%." Per Weiss, no such proposals appeared on the agenda or in subsequent board action at the April 9 board meeting, where trustees expressed continued support for small class sizes. The Democratic Club event itself is not independently sourced in this timeline.

    Sources
    • Advocacy George Weiss's Substack — Manufacturing Outrage: How Union Leaders Hid Their Role in the LBUSD Employee Healthcare Overpayments
  8. Public Records Act response addresses the graduation-venue ADA evaluation

    Operational
    1 source

    According to the federal complaint later filed in Breit v. LBUSD (Case No. 8:26-cv-01418), a California Public Records Act request concerning an ADA accessibility evaluation of the Irvine Bowl was submitted to the district on March 11, 2026, and the district's April 2, 2026 response confirmed that no pre-vote ADA accessibility evaluation was conducted before the February 26, 2026 board vote to relocate the Laguna Beach High School graduation from Guyer Field to the Irvine Bowl. The complaint states that after the April 2 response, board members and Superintendent Jason Glass were notified in writing with a response requested by April 16, 2026, which the complaint states the district did not acknowledge. The underlying PRA request and response are not independently in the timeline's document set; these facts are as alleged in the complaint.

    Sources
  9. Trustee Kelly says he suggested Glass find another job

    Personnel
    5 sources

    At the March 26, 2026 regular board meeting, Trustee James J. Kelly stated on the record that he had "suggested to Dr. Glass that he find a job someplace else," saying "you don't treat a superintendent, especially a new one, the way that this board majority has been treating the superintendent." Kelly stated he held emails (with names redacted) that he would distribute. The statement was made roughly six weeks before the May 12 closed-session 3-2 vote that approved a mutual separation agreement with Glass.

    Sources
  10. Senior Awards venue correction on March 26 consent calendar reflects same 3-2 split

    Operational
    Vote 3-2 1 source

    At the March 26, 2026 Regular Board Meeting, the board approved the consent calendar 5-0 with item C (a venue change for the LBHS Senior Awards event from Guyer Field to the Irvine Bowl) corrected to reflect a 3-2 vote rather than the originally recorded outcome. The Senior Awards venue change is a companion to the Feb 26 graduation venue vote on the same 3-2 split, with the same minority (Kelly and Malczewski) opposing the move. The correction documents that the graduation-venue thread extended beyond the ceremony itself to other end-of-year LBHS events held at the same venue.

    Sources
  11. Hills places on-record 'out of compliance' complaint about board-room audio system

    Operational
    1 source

    At the open session of the March 26, 2026 meeting (captured on the closed-session recording's opening segment), Trustee Howard Hills stated on record that he could not hear other board members from three to four feet away when they turned their heads, and that the California School Boards Association (CSBA) handbook directs the superintendent to ensure that the board-room audio system allows all members to hear proceedings. Hills said: "We are out of compliance." He also referenced an unanswered apology he had previously extended to Glass at the February 12, 2026 meeting. Board President Morgan deflected the discussion to closed session, citing an upcoming technology update.

    Sources
  12. Counsel rules graduation-venue reconsideration would be a Brown Act violation

    Governance
    4 sources

    At the March 12, 2026 closed-session pre-meeting, Trustee Kelly attempted to add a motion to reconsider the February 26 graduation- venue vote and return the decision to administration. Board counsel ruled on the record that adding the motion would be a Brown Act violation because the matter had not been agendized: "Member Kelly could suggest that it be added to a future agenda. In an email or some other way…" and "It would be a brown act violation because it wasn't agendized properly." Board President Morgan declared, "the board will not hear this item again." The same pre-meeting saw an exchange in which Kelly framed the venue dispute as "the town is all up in arms and the school is all divided, and you have just thrown fire on something that did not need to be have fire on," and Morgan twice told Kelly, "You do not have the floor. You have not been recognized." This is the procedural close of the graduation-venue thread on the board's record; subsequent community pressure — including the Bates Irvine Bowl petition (final 1,134 signatures; reported at the Feb 26 meeting as "over 1,100" and at the Feb 12 meeting as "700+"), and the Samantha Savage Guyer Field counter- petition launched March 1, 2026 explicitly asking the board to reverse the Feb 26 decision prior to this Mar 12 meeting (now at 1,395 verified signatures, larger than the Bates petition) — did not return the item to the board's agenda.

    Sources
  13. Governance meeting addresses board oversight authority

    Governance
    13 sources

    Per Sensible Laguna (contributor Steve McIntosh), at a February 26, 2026 governance meeting, district legal counsel addressed the scope of board oversight authority over the superintendent. Per a separate April 30 FUEL recap, Trustee Hills has publicly framed the board- superintendent relationship under California Education Code section 35161 — the position that the superintendent's authority derives from board delegation and the board retains ultimate responsibility. Per the LBUSD recording, this meeting was the first scheduled governance training session with new board counsel Jonathan Pearl of Dannis Woliver Kelly, who presented on Board Bylaw series 9000, board-superintendent roles, and best practices.

    Sources
  14. Board votes 3–2 to move 2026 LBHS graduation to Irvine Bowl

    Operational
    Vote 3-2 6 sources

    At the February 26, 2026 board governance meeting, the board voted 3-2 to relocate the 2026 Laguna Beach High School graduation ceremony from Guyer Field to the Irvine Bowl. Hills, Morgan, and Perry voted in favor; Malczewski and Kelly opposed. Both student board members also voted no. Superintendent Glass recommended the venue decision remain at the site level (delegated to administration); he reported that a student survey was "split right down the middle." A substitute motion to keep graduation at Guyer Field for 2026 and move to the Irvine Bowl starting 2027 failed 1-4. Kelly initially attempted to abstain, stating "this is not something that the board should be voting on"; the board president stated abstention required a financial conflict of interest, after which Kelly voted no. Petition organizer Liz Bates told the board the Irvine Bowl petition had "over 1,100 signatures." Upstream context: the vote followed a February 3, 2026 student email and survey from LBHS Principal Jason Allemann inviting community input on the location. Glass clarified on the record that the School Board holds full authority over the final decision. Downstream context: at the March 12, 2026 closed-session pre-meeting, Kelly attempted to add a motion to reconsider the venue and return the decision to administration; board counsel ruled on the record that the motion would be a Brown Act violation because the matter had not been agendized, and Morgan stated "the board will not hear this item again." Per the LBHS student newspaper Brush and Palette (Chloe Falk, March 26, 2026), the Irvine Bowl had been LBHS's graduation venue for 71 consecutive years (1955–2019) prior to the 2020 COVID-era move to Guyer Field; capacity is approximately 2,600 with 8-10 tickets per graduate.

    Sources
  15. Closed-session item 3D — second unplanned superintendent performance review in 10 weeks

    Personnel
    2 sources

    The February 26, 2026 special governance meeting closed-session agenda included item 3D — a superintendent performance review. It was the second performance-review item placed before the board in approximately ten weeks, following the December 11, 2025 review at the board's organizational meeting. Seven public-comment cards from the open-session record reference the personnel item. The pattern of repeated unplanned performance reviews became a recurring point of contention in the months that preceded the May 12, 2026 mutual separation agreement with Glass.

    Sources
  16. Board adopts Bylaw 9322 on second reading 3–2; CSEA and LaBUFA file grievance

    Governance
    Vote 3-2 8 sources

    At the February 12, 2026 regular board meeting (a roughly seven-hour session), the board voted 3-2 on a second reading to adopt revised Board Bylaw 9322 on agenda development authority. Morgan, Hills, and Perry voted in favor; Malczewski and Kelly opposed. A motion by Malczewski to revert to the original wording failed 2-3. Morgan added language allowing public members to appeal a denied agenda request to the board; Superintendent Glass advised this introduced unreviewed governance risk and suggested returning the item to counsel before adoption. At the same meeting, LaBUFA President Scott Wittkop and CSEA Chapter 131 President Thasa Zuziak announced they had filed a grievance over changes to the negotiation structure, with Wittkop stating it could delay the March 4 opening of negotiations. The board separately reported out of closed session a 3-2 vote "to include lead negotiators and the board only in closed sessions regarding a grievance case."

    Sources
  17. LBHS and Thurston site-leadership present graduation-venue planning as discussion-only item

    Operational
    3 sources

    At the February 12, 2026 Regular Board Meeting, Item 6.B "Planning Considerations for Promotion and Graduation" was heard as a discussion-only item by the board. Laguna Beach High School and Thurston Middle School leadership jointly presented a ten-page deck covering historical background, the Allemann student survey, venue options (Guyer Field vs. Irvine Bowl), operational logistics, and cost sharing. The presentation reported the LBHS student survey at n=107 respondents and characterized the results as "an even split in venue preference" (the underlying breakdown — 47.1% Guyer Field, 46.2% Irvine Bowl, ~7.5% no preference, on a ~50% participation rate out of approximately 213 eligible students — would be surfaced publicly during Mar 12 public comment). The presentation also documented the FY 2025 cost baseline for the joint LBHS+TMS event at Guyer Field: Baker Party Rental $4,444.70, BCT Audio-Visual Production $49,696.68, Security $6,160, total $60,301.38 split LBHS $34,623.54 / TMS $25,577.84. Superintendent Glass recommended the venue decision remain at the site level; the board took no action. The Feb 26 governance meeting agenda's own background note states: "The item was heard as a discussion item, and no action was taken. The matter has been placed on this agenda for consideration and possible action." Community member Elizabeth Bates cited a then- 700+ signature petition during public comment; the petition would grow to 1,134 by the Feb 26 vote.

    Sources
  18. LBHS Principal Allemann emails students with graduation-location survey

    Operational
    3 sources

    On February 3, 2026, LBHS Principal Dr. Jason Allemann sent an email to students that included a survey inviting community input on the 2026 graduation location (Irvine Bowl vs. Guyer Field). Per the joint LBHS+TMS staff presentation attached to the Feb 12, 2026 board agenda, the survey reached n=107 student respondents and was characterized as "an even split in venue preference." Per the breakdown surfaced via the Samantha Savage counter-petition and the Mar 12, 2026 public comment record, ~50% of approximately 213 eligible students responded, with Guyer Field receiving 47.1% and Irvine Bowl 46.2% (~7.5% no preference) — a ~0.9-point Guyer lead rather than a precise tie. Superintendent Glass clarified on the record that the School Board, not the site administration, holds full authority over the final decision — foreshadowing the procedural posture of the February 26, 2026 3-2 board vote. The survey is the documented community-input step that preceded the board vote.

    Sources
  19. Board approves Bylaw 9322 first reading on agenda authority 3–2

    Governance
    Vote 3-2 10 sources

    At the January 22, 2026 regular board meeting, the board voted 3-2 on a first reading of revised Board Bylaw 9322 governing agenda development authority. The amended language, proposed by Trustee Hills, gives the board president final approval over the agenda to be posted, subject to the authority of the board as a whole to direct placement of additional items. Hills, Kelly, and Morgan voted in favor; Malczewski and Perry opposed. Superintendent Glass publicly recommended against the change as drafted, citing four structural risks (gatekeeping risk, escalation ambiguity, operational and compliance risk, and institutional stability) and noting that his comparative review of CSBA-aligned policies in five states and high-performing California unified districts "did not identify any publicly accessible examples of presidential agenda resolution authority." Legal counsel advised the change was "legally permissible" but advised against an associated $50,000 consent-agenda threshold. A motion by Kelly to waive the first reading and vote immediately failed 1-4.

    Sources
  20. FUEL reports unplanned superintendent evaluation

    Personnel
    2 sources

    In a May 11, 2026 publication, the parent advocacy organization FUEL stated that in January 2026, the board majority conducted an unplanned superintendent evaluation in closed session, characterizing it as not being on the regular evaluation schedule and not announced in advance. Per FUEL, the agenda item "Public Employee Discipline/Dismissal/Release" subsequently appeared in closed session five additional times between January and May 2026 without report-out to the public beyond a single standard dismissal. The specific dates of those closed sessions are not enumerated in this timeline pending verification against meeting agendas.

    Sources
  21. Board approves $18.8M pool modernization hard-cost contract

    Financial
    Vote 5-0 13 sources

    At the January 8, 2026 regular board meeting, the board unanimously approved a hard-cost construction contract of $18,813,222 for the LBHS Pool Modernization Project, and a separate soft-cost construction-services contract not to exceed $2,176,305. Total project estimates ranged $21.79 million to $25 million against $20.4 million in assigned funding, leaving a funding gap of $1.4 million to $4.6 million; CBO Manoj Roychowdhury described potential sources including a projected $1.5 million property tax revenue increase and a Prop 2 state match estimated at approximately $5 million. Construction is scheduled to begin June 2026; the pool size is 45 meters. The board also approved three bond-feasibility contracts (True North Research for polling, Fieldman Rolapp as municipal bond advisor, and DWK for bond election legal services); Trustee Hills proposed and the board adopted 4-1 a sub-motion clarifying that "approval does not constitute an act of the board in determining whether or not to proceed with the bond." Trustee Malczewski voted no on the sub-motion.

    Sources
  22. Board votes 5–0 to absorb $1.04M cumulative healthcare overpayment

    Financial
    Vote 5-0 16 sources

    At a December 16, 2025 special meeting, the board unanimously approved absorbing the cumulative healthcare-contribution overpayment from the district's General Fund rather than seek repayment from employees. The on-record motion language (Board President Sheri Morgan): "I need a motion on the floor to absorb the excess contribution of 1.04 million dollars in this year's budget." Vote 5-0. CBO Manoj Roychowdhury's same-meeting derivation: "Cumulative overpayment is about 1.04 million, factoring in the 350,000 one-time payment that was appropriated by the board, but it was not allocated" — matching the Bishop & Olafson audit's Slide 12 net-cumulative-excess figure. A separate $850K figure circulates in downstream coverage of this same event — George Weiss's "Manufacturing Outrage" (May 9, 2026) and Steve McIntosh's May 14, 2026 public comment both describe the absorbed amount as $850,000. The $850K is real but attaches to a different thing: it is Superintendent Glass's July 24, 2025 disclosure of the projected FY 2025-26 current-year overage, re-cited in the Bishop/Olafson preliminary review and again by Roychowdhury at the March 12, 2026 second-interim presentation ("about 850,000 that we are absorbed in this year's budget"). Weiss and McIntosh inherit the conflation downstream. The auditorium was filled with district employees, many wearing shirts bearing the word "LISTEN" as part of a mental health awareness campaign. Per Weiss, had the board not absorbed the cost, employees would have faced immediate premium increases of approximately $50 to $500 per month depending on health plan, as the upcoming benefits booklets had been printed but not yet distributed. Per Sensible Laguna, the board action did not direct or restrict any further investigation into the underlying multi-year cause.

    Sources
  23. Board reorganization: Morgan elected President 3–2, Perry Clerk 3–2

    Governance
    Vote 3-2 10 sources

    At the December 11, 2025 organizational meeting, the LBUSD Board of Education elected new leadership positions for the 2025-26 cycle on two 3-2 votes. Outgoing Board President Dee Perry declined to continue, stating: "I do not feel like I should continue on as the board president." Member Kelly moved to elect Sheri Morgan as President, seconded by Hills; a sub-motion to elect Joan Malczewski instead failed 2-3 (Malczewski and Perry yes; Morgan, Kelly, Hills no). The main motion electing Morgan as President passed 3-2 (Morgan, Kelly, Hills yes; Perry, Malczewski no). Member Kelly then moved to nominate Malczewski as Clerk; Hills offered a sub-motion to elect Perry as Clerk, which passed 3-2 (Hills, Morgan, Perry yes; Kelly, Malczewski no). Superintendent Glass was appointed Board Secretary per bylaw. Trustee Kelly stated on the record at this same meeting: "if I was he, I'd be looking for a job uh with the way that he has been treated in his first hundred days here by certain members of this board," foreshadowing his March 26, 2026 public statement that he had directly suggested Glass find another job.

    Sources
  24. Staff presents benefits options to board

    Financial
    12 sources

    Per Sensible Laguna, at the November 13, 2025 board meeting, district staff presented a report on the benefits overpayment issue and possible corrective actions. Sensible Laguna characterizes the presentation as having limited specificity on "why" and "how" the overpayments occurred. In a separate context cited by George Weiss, CSEA Chapter 131 President Thasa Zuziak publicly stated that the board wanted to "claw back on the backs of all the employees." Per Weiss, no claw-back was proposed in subsequent agendas or board actions.

    Sources
  25. CalSTRS issues revised final audit; LBUSD ordered to correct special-pay reporting

    Governance
    1 source

    The California State Teachers' Retirement System issued the revised final audit report for LBUSD (project code EA25-11; reporting unit 30076), covering special-pay reporting compliance for FY 2022-23 and FY 2023-24 under Education Code section 22206. The audit, conducted by Chief Auditor Cheryl Cervantes Dietz, reviewed five sampled 2%-at-60 CalSTRS members. The single retained finding states that LBUSD over-reported compensation for the February 15, 2024 LaBUFA MOU 1.25 percent off-salary-schedule payment: LBUSD calculated the payment on each employee's 2023-24 base salary plus additional stipends, while the MOU and applicable code base the calculation on base salary alone. The district was ordered to coordinate with the Orange County Department of Education and the CalSTRS Employer Services Audits Resolution Team on corrections via Form F496, to provide a list of all affected members within sixty days, and to recover overpaid amounts under Education Code section 24616.2; penalties and interest may be assessed. A second finding from the June 2025 original final report — concerning the professional growth stipend's classification as special pay — was removed in this revised version after LBUSD's written response of March 17, 2025. The CalSTRS audit is separate from the Bishop and Olafson health-and-welfare benefits audit.

    Sources
  26. Board retains DWK as outside counsel 4–1

    Governance
    Vote 4-1 (Kelly opposed) 2 sources

    At the October 23, 2025 regular board meeting, the LBUSD Board voted 4-1 to authorize retaining the law firm Dannis Woliver Kelley (DWK) for a one-year term. Trustee James J. Kelly voted no. DWK is the firm that subsequently assigned John Pearl as LBUSD board counsel and that has led several governance training sessions for the board.

    Sources
  27. Glass presents 100-Day Superintendent Report

    Operational
    15 sources

    At the October 9, 2025 board meeting, Superintendent Glass presented the LBUSD 100-Day Report, a product of his listening and learning efforts since starting July 1. The report outlined four themes: (1) trust, coherence, and culture; (2) the district's unique strengths in arts, environmental stewardship, and community identity; (3) school-centric challenges including career and technical education and facilities; and (4) balancing technology and innovation with student safety and wellbeing. Glass characterized the report as "a foundation for" a strategic plan rather than the plan itself.

    Sources
  28. Manoj Roychowdhury hired as Assistant Superintendent of Business Services

    Personnel
    9 sources

    Manoj Roychowdhury started as Assistant Superintendent of Business Services (Chief Business Officer). Per Sensible Laguna, review of the benefits issue was assigned as a priority. Roychowdhury defined enhanced procedures requiring Human Resources and Business Services to independently calculate benefit rates and jointly reconcile those rates in accordance with the Collective Bargaining Agreement before the Employee Benefits Guide is produced.

    Sources
  29. Weiss alleges Glass-Hills clash over audit framing

    Governance
    5 sources

    In a Substack post published May 9, 2026, former Laguna Beach City Councilmember George Weiss alleged that following a September 25, 2025 board meeting, Superintendent Glass drafted talking points and issued an "It's a Wrap" district communication declaring that the audit found "no evidence of malfeasance" and that no fraud or intentional misconduct had been identified. Weiss further alleged that Trustee Howard Hills emailed Glass arguing he was prejudging legal matters that could expose the district to civil liability and demanded either a retraction or Glass's recusal from related deliberations. Per Weiss, Board members Morgan and Perry concurrently pushed for a broader forensic audit covering all district contracts; Glass advised that expanding the scope would cost approximately $50,000 and require significant staff time. The underlying email exchange and the "It's a Wrap" communication have not been independently corroborated in this timeline.

    Sources
  30. Eide Bailly forensic audit on signature authority and check disbursements presented

    Governance
    1 source

    At the September 25, 2025 regular board meeting, Brandon Waldron of Eide Bailly's fraud and forensics department presented findings from a forensic audit of LBUSD signature authority and check disbursements covering December 1, 2024 through March 30, 2025. The audit reviewed 79 contract documents and 975 of 1,153 checks (with 140 checks not provided because the county had not delivered them to the district); total disbursements in scope were approximately $8.9 million. Waldron reported that during former Superintendent Viloria's active tenure only one contract was signed by him; his check-running access was deactivated two days after his December 31, 2024 departure; however his pre-programmed signature continued auto-printing on district checks for three months until removed in April 2025. Waldron characterized the work as a forensic audit of signature authority, "not a fraud investigation," and stated he found contracts "in line with the purchasing policies"; no malfeasance finding was articulated at this meeting.

    Sources
  31. Bishop & Olafson preliminary health-benefits findings presented to board

    Financial
    3 sources

    At the September 25, 2025 regular board meeting, retired Chief Business Officers Michael Bishop and Chris Olafson presented preliminary findings from their independent review of LBUSD health-benefits cost-sharing. Per the meeting record, the preliminary review found that employee contribution rates had been set too low in approximately 97% of cases over four years (FY 2022-23 through FY 2025-26), with a current-year overage estimated at approximately $850,000. The presentation paired with Eide Bailly's forensic audit of signature authority and check disbursements at the same meeting, and preceded the November 13, 2025 Business Services follow-up presentation prepared by incoming CBO Manoj Roychowdhury. The completed audit total of approximately $1.77 million is tracked separately at the September 2025 completion event; this event marks the public disclosure of findings to the board.

    Sources
  32. Governance workshop with AALR/R counsel Scott Danforth

    Governance
    1 source

    A board governance workshop occurred on September 18, 2025 with Scott Danforth of Atkinson, Andelson, Loya, Ruud & Romo present as counsel. Trustee Howard Hills referenced this workshop on the record at the October 23, 2025 regular meeting (describing it as having provided "real clear legal guidance" on underlying governance questions) and again at the April 23, 2026 governance meeting, where he attributed to Danforth a ruling that under Education Code §35161, all powers of the district are vested in the board and that a board president's authority to communicate on behalf of the board derives from the board's delegation under Bylaw 9121. Hills further attributed to Danforth the position that a trustee who disagrees with such delegated authority would need to seek a bylaw change rather than challenge an individual exercise of it. The workshop itself was not separately recorded on the LBUSD YouTube channel; the documentary record consists of Hills's on-record references to it at the two later meetings.

    Sources
  33. Board approves bid advertising for LBHS Pool Modernization Project 5–0

    Financial
    Vote 5-0 6 sources

    At the September 11, 2025 regular board meeting, the LBUSD Board voted 5-0 to approve bid advertising for the Laguna Beach High School Pool Modernization Project. The project was estimated at approximately $25.15 million (approximately $22.25 million in hard costs and $2.9 million in soft costs). Per the presentation, funding draws on approximately $56 million in cash across the General Fund, Fund 40, Fund 41 (Aliso property), and Fund 42, leaving an estimated $31.5 million reserve after the project. Bids were scheduled to open in December with board action expected in January 2026. District materials also noted that the existing pool needs approximately $3.6 million in short-term work to remain health-department compliant.

    Sources
  34. Board adopts revised BB 9310 (Board Policies) on second reading

    Governance
    4 sources

    At the September 11, 2025 regular board meeting the board took action under Governance (item 14.E) on the "Second Reading and Approval of BB 9310 - Board Policies." Per BoardDocs, the policy manual records BB 9310 adoption history as: original adoption April 23, 2019; prior revisions June 10, 2014 and August 17, 2023; last revised September 11, 2025. The same meeting also included a separate first reading of BB 9223 (Filling Vacancies) under item 14.D. The FUEL commentary sources "FUEL's Feedback on BP 9310 First Reading Revisions" and "FUEL's Feedback on BP 9310 FINAL DRAFT Revisions" address the underlying revision process; this is the board action they critique.

    Sources
  35. First reading of revised BB 9223 — Filling Vacancies

    Governance
    1 source

    At the September 11, 2025 regular board meeting the board conducted a "First Reading of Board Bylaw 9223 - Filling Vacancies" under Governance - Action (item 14.D), the bylaw that governs the procedure by which a mid-term trustee vacancy on the LBUSD Board of Education is filled (appointment versus special election). The second reading and adoption would follow at a subsequent meeting. This bylaw is the procedural vehicle relevant to any future mid-term seat transition.

    Sources
  36. Bishop & Associates forensic audit completed

    Financial
    14 sources

    A forensic audit by Michael Bishop & Associates was completed. According to multiple sources, the audit found that for four years (2022-23 through 2025-26), the district had not set employee contributions in accordance with the Collective Bargaining Agreement and consequently covered more of the total annual cost than the CBA permitted. The policy framework for those contributions is Board Policy 4154 (Health and Welfare Benefits). The total overpayment was quantified at approximately $1,770,000, with the current year contributing $840,000. The audit explicitly left the legal determination of whether non-compliance constituted material breach or impropriety outside its scope, noting that determination required legal review. Per Sensible Laguna and the LBI guest opinion, the auditor noted that union members on the district's Health and Welfare Insurance Committee had at least five years in which to raise the issue and seek a lawful resolution.

    Sources
  37. Board declines 2-3 to remove Bylaw 9310 revision from agenda; Hills places §35010 framework on the record

    Governance
    Vote 2-3 2 sources

    At the August 14, 2025 regular board meeting, item 7E placed Board Bylaw 9310 (the board's policy on creating board policy) on the agenda for revision discussion. Trustee Joan Malczewski moved to remove item 7E, arguing on the floor that the proposed revision was proceeding without the existing bylaw's specified revision steps (data gathering, staff and public input, related-policy review). The motion to remove failed 2-3; discussion proceeded. Trustee Howard Hills placed his recurring Education Code §35010 framework on the record: "the maxim of all legislative law at the federal, state, and local level is that one legislative body cannot bind another legislative body, a later legislative body. Any act of a legislative body can be undone, reversed, changed, modified, repealed by a subsequent legislative body." Hills additionally objected on the floor to the existing bylaw's provision permitting majority-vote suspension of board policy or bylaw, characterizing it as "unconstitutional… overly broad and vague and violates due process." The August 14, 2025 procedural fight is the upstream template for the February 12, 2026 Bylaw 9322 (agenda development authority) revision on second reading, where the same procedural-objection structure recurred.

    Sources
  38. First closed-session reference to Doe Jane v. LBUSD anticipated litigation

    Governance
    1 source

    The August 14, 2025 closed-session agenda listed a conference with legal counsel under Government Code §54956.9 styled "Doe Jane v. LBUSD, anticipated litigation." This is the first vault-recorded reference to the Doe Jane matter in the 2025-26 board record, and is structurally upstream of the April 16, 2026 board action retaining Morgan Lewis & Bockius at $1,730/hr to handle AB 218 retroactive childhood-sexual-abuse claim exposure. The closed-session agenda also included a conference with labor negotiators (§54957.6).

    Sources
  39. Glass discloses health benefits overpayment issue at board meeting

    Financial
    Vote 5-0 7 sources

    At the July 24, 2025 LBUSD board meeting, newly installed Superintendent Glass raised a potential significant financial issue: the district had been paying employee health benefits in amounts exceeding contracted caps. Per Sensible Laguna, Glass identified $550,000 in overpayments for the 2024-25 school year and $850,000 projected for 2025-26. At the same meeting, Board President Perry moved (motion text preserved verbatim in citation) and the board passed 5-0 a directive to (1) engage union leadership to address current overspending and discuss amending existing contracts; (2) collaborate to develop a long-term sustainable strategy for health care benefits; and (3) authorize the superintendent to retain qualified independent forensic auditors.

    Sources
  40. Glass officially begins as Superintendent

    Personnel
    15 sources

    Dr. Jason Glass began his tenure as Superintendent of LBUSD.

    Sources

Transition

Nov 21, 2024 – Jun 30, 2025
  1. Board unanimously selects Dr. Jason Glass as Superintendent

    Personnel
    Vote 5-0 8 sources

    The Laguna Beach Unified School District Board of Education unanimously approved Dr. Jason E. Glass as the next LBUSD superintendent at its May 22, 2025 meeting, concluding a four-month search process. Per LBI coverage, Glass was selected from a pool of more than 40 applicants. Per OCDE Newsroom and LBUSD's superintendent page, his prior roles included Associate Vice President of Teaching and Learning at Western Michigan University; Commissioner of Education for the Commonwealth of Kentucky; Chief State School Officer for the State of Iowa; and Superintendent of Jeffco Public Schools in Colorado. His official start date was July 1, 2025.

    Sources
  2. Board votes 3–2 on Viloria post-termination access review

    Governance
    Vote 3-2 1 source

    Per Sensible Laguna, the board voted 3-2 to conduct a brief review verifying no exposure existed from Superintendent Viloria's continued post-termination access to district email, credentials, and certain accounts. Sensible Laguna reports that Board Member Joan Malczewski dissented, stating there was no evidence of "financial fraud."

    Sources
  3. Board authorizes Acting Superintendent Dixon to engage auditors for a targeted audit

    Financial
    1 source

    At the May 8, 2025 regular board meeting the board took an action item under Action Items - Business Services (10.A): "Approval for Acting Superintendent, Jeff Dixon, to Enter into a Contract with Auditors to Conduct a Targeted Audit." This is the formal board authorization that initiates the engagement that becomes the Bishop & Associates forensic review presented in preliminary form at the September 25, 2025 meeting and finalized in the December 2025 reconciliation. It is the missing first link in the chain of custody between the new board's January 2025 seating and the September 2025 Bishop & Olafson preliminary findings on the H&W over-cap contribution pattern. The same meeting's closed session held an open-ended Conference with Labor Negotiators - Unrepresented Parties (§ 54957.6), plus Anticipated Litigation (§ 54956.9) and existing litigation items.

    Sources
  4. LaBUFA + CSEA present staff survey results at board meeting; Dixon Acting Superintendent contract approved

    Personnel
    2 sources

    At the April 17, 2025 LBUSD board meeting — a roughly five-hour session — the certificated (LaBUFA) and classified (CSEA Chapter 131) bargaining units presented results of staff surveys conducted earlier in the spring. Per the FUEL Board's contemporaneous recap, the surveys reported 87–91% of teachers and support staff felt unsupported by the board and an 89% no-confidence vote in board leadership, with related items showing 94–97% of respondents characterizing the board's direction as negative and 95% opposing increased board control over curriculum decisions. At the same meeting the board approved Acting Superintendent Jeff Dixon's formal contract and agreed to begin the following year's curriculum review timeline earlier.

    People: Jeff Dixon
    Sources
  5. Outgoing trustees McMahon and Weiss publicly disclose Viloria separation terms

    Governance
    1 source

    Outgoing trustees Kate McMahon and George Weiss published a letter to the editor in the Laguna Beach Independent that was the first public disclosure of specific terms of the November 21, 2024 separation agreement with Superintendent Viloria. The letter — published roughly three months after Viloria's December 31, 2024 departure — characterized the separation agreement as "(at his request)," reported a package valued at $373,142.16 plus benefits, and stated that the agreement "allowed him continued access to district staff, business information and financial authority after vacating his office." McMahon and Weiss had both been members of the 5–0 outgoing board that approved the separation; the letter is their attributed account of the package specifics, not an independently audited disclosure.

    Sources
  6. Board ratifies Leadership Associates service agreements; Dixon executive advising contract approved

    Personnel
    1 source

    At the March 13, 2025 regular board meeting the board acted on three related Leadership Associates engagements under Governance - Action: (7.B) "Ratification and Approval of Service Agreements with Leadership Associates for Governance Workshop and Superintendent Search"; (7.D) "Approval of Contract for Employment for Acting Superintendent" (Jeff Dixon); and (7.E) "Approval of Service Agreements with Leadership Associates for Executive Advising to the Acting Superintendent in an amount not-to-exceed $18,000." The governance workshop element refers back to the February 24, 2025 Special Board Meeting at which Leadership Associates facilitated the governance session. The closed session for this meeting included §54957 "Public Employee Discipline/Dismissal/ Release" and two §54957.6 labor-negotiator items (LaBUFA and Acting Superintendent).

    Sources
  7. Board selects Leadership Associates as superintendent search firm

    Personnel
    1 source

    At a special board meeting on February 12, 2025, the board conducted "Interview and Selection of Executive Search Firm for New Superintendent" (Governance - Action item 3.A) and selected Leadership Associates as the executive search firm to lead the recruitment of a permanent superintendent following Viloria's termination. This is the formal public step that initiated the search process culminating in Glass's selection on May 22, 2025. The same firm was later contracted in March 2025 to facilitate the governance workshop and to provide executive advising to Acting Superintendent Dixon.

    Sources
  8. FUEL publicly announces formation as 501(c)(4)

    Governance
    28 sources

    A letter to the Laguna Beach Independent published February 7, 2025 by Shaheen Sheik-Sadhal publicly introduced FUEL — Families Unified for Education in Laguna — and self-described the organization as a 501(c)(4) non-profit advocacy group focused on LBUSD. Sheik-Sadhal, identified as FUEL's Chair, is a California-licensed attorney (State Bar #210807) and serves as Of Counsel to The Mitzel Group; her practice areas, per her firm biography, include equity and debt financings, board compliance, and mergers and acquisitions. FUEL's own website states the organization was established in early 2025 and is "funded entirely by its board and community members" and does not accept "outside political money or corporate donations." Under United States Internal Revenue Code section 501(c)(4): donations are not tax-deductible to the donor; donor names are not required to be publicly disclosed on the publicly released portions of annual Form 990 filings; substantial lobbying is permitted; and campaign activity is permitted so long as it is not the organization's primary purpose. FUEL's nine-member board is published on the organization's website. Two board members (Emily Rolfing and Iva Pawling) have publicly disclosed prior roles as Trustees of SchoolPower, the LBUSD education foundation. As of the publication of this timeline, FUEL's EIN, IRS determination letter, California Secretary of State registration number, and any Form 990 filings have not been independently verified through primary IRS or California Secretary of State sources reviewed for this timeline.

    Sources
  9. Voice of OC reports transparency concerns over interim search

    Governance
    2 sources

    Voice of OC published reporting on the new LBUSD board's interim superintendent search process. The January 9, 2025 piece by Hosam Elattar quoted two former board members — Peggy Wolff and Ketta Brown — raising Brown Act concerns about how the new majority handled the search, alongside continuing trustee James Kelly. Board President Dee Perry argued the outgoing board had left the district without a succession plan; Trustee Joan Malczewski (in the dissenting minority) characterized the process as one she would not have chosen. A follow-up piece published January 13, 2025 reported that Dr. JoAnn Culverhouse — herself a former LBUSD principal — had declined the interim offer made on December 16, 2024, and that Assistant Superintendent of Business Services Jeff Dixon had been formally appointed Acting Superintendent on January 9, 2025; the same article noted a separate former LBUSD principal who declined a similar appointment, and disputes between Perry and the minority over Perry working out of the superintendent's office during the gap. The same article quoted LBUSD outside counsel Tony DeMarco of Atkinson, Andelson, Loya, Ruud & Romo describing his recommendation that Perry "make herself available at the district office in a limited capacity" while not acting as superintendent. The substance of the alleged Brown Act issues, beyond the characterizations attributed to past board members in the Voice of OC coverage, has not been independently adjudicated in this timeline.

    Sources
    • News Voice of OC — Transparency Concerns Swirl Around Laguna Beach School District
    • News Voice of OC — Laguna Beach School Board Looks For Interim Superintendent Amid Transparency Concerns
  10. Jeff Dixon formally appointed Acting Superintendent after Culverhouse declines

    Personnel
    3 sources

    Per Voice of OC reporting on January 13, 2025, Assistant Superintendent of Business Services Jeff Dixon was formally appointed Acting Superintendent on January 9, 2025, after Dr. JoAnn Culverhouse declined the December 16, 2024 interim-superintendent offer extended by the new board majority. Dixon had already been informally carrying superintendent responsibilities since the December reorganization. He served as Acting Superintendent through June 30, 2025, until Dr. Jason Glass began on July 1, 2025. Dixon's formal Acting Superintendent contract was approved at the April 17, 2025 board meeting per FUEL's contemporaneous recap. He later departed LBUSD for Newport-Mesa Unified School District; the April 2026 board record notes Glass personally served as interim Chief Business Officer during the search for Dixon's CBO replacement.

    Sources
  11. Viloria's last day as Superintendent

    Personnel
    3 sources

    December 31, 2024 was Superintendent Viloria's contractual last day. Per Sensible Laguna, when Viloria was terminated, not all of his access rights and authorities were disabled; he retained active credentials, access to certain accounts, and district email for several months following his departure. This was later cited as the basis for a board action in May 2025 to verify the district had no ongoing exposure.

    Sources
  12. 2024 LBUSD trustee race — FPPC Form 460/470 cycle totals

    Electoral
    5 sources

    Per Orange County Registrar of Voters NetFile filings for the five 2024 LBUSD trustee candidates, calendar-year 2024 totals were: - Howard Hills (elected): $20,479 in monetary contributions across three reporting periods, of which $15,090 was self-contributed in ten separate self-checks; $0 in loans. Plus a $50 nonmonetary self- contribution (website domain). Committee "Howard Hills School Board 2024," FPPC ID 1475571, treasurer Maya Butler. - Sheri Morgan (elected): $11,398.52 in monetary contributions; approximately $4,907 in loans taken during the cycle and repaid before close (net $0 loans); no itemized self-contributions. Committee "Sheri Morgan 2024 School Board," FPPC ID 1473935. - Lauren Boeck: $8,560 in monetary contributions; $1,825 in loans taken and repaid within the cycle. Committee "Lauren Boeck for Laguna Beach School Board 2024." - Jan Vickers (incumbent): $3,146 in monetary contributions; $0 in loans; $0 self-contributions. Committee "Committee to Re-Elect Jan Vickers to School Board 2024." - Margaret Mary Warder: Filed Form 470 short-form on August 5, 2024, declaring under penalty of perjury that anticipated calendar-year activity would remain under the $2,000 recipient-committee threshold; no Form 460 filed for any reporting period. For comparative context: Jan Vickers filed Form 470 (sub-$2,000 threshold) in both her 2016 and 2020 re-election cycles. The 2024 cycle was her first Form 460 filing for an LBUSD race since 2012.

    Sources
  13. New board sworn in; Culverhouse offered interim role

    Personnel
    Vote 3-2 7 sources

    Morgan and Hills were sworn in by Mayor Alex Rounaghi. Per Sensible Laguna, outgoing Board President Jan Vickers, outgoing Clerk Kelly Osborne, and Superintendent Viloria did not attend. Dee Perry was elected Board President by a 3-2 vote (Perry, Hills, Morgan in favor; Kelly and Malczewski opposed, with Kelly initially nominating Malczewski for the position). The board also voted in closed session to offer the interim superintendent role to Dr. JoAnn Culverhouse, former superintendent of the La Habra City School District and herself a former LBUSD principal. Culverhouse declined the offer after this meeting; the role was filled in practice by Assistant Superintendent of Business Services Jeff Dixon, formally appointed as Acting Superintendent on January 9, 2025.

    Sources
  14. First Interim Budget references $497K health care shortfall

    Financial
    3 sources

    Per Sensible Laguna, at the December 16, 2024 board meeting, the Chief Business Officer presented the First Interim Budget for 2024-25. The document included a written reference to a shortfall of approximately $497,000 in health care benefits, described as "mostly on the employer side." Sensible Laguna reports the verbal presentation included an abbreviated PowerPoint that did not reference the violation of the Collective Bargaining Agreement, the over-cap overage, or the multi-year history. The board approved the Interim budget that evening.

    Sources
  15. Board votes 5–0 to terminate Viloria contract without cause

    Personnel
    Vote 5-0 9 sources

    At the November 21, 2024 regular board meeting, the outgoing LBUSD Board of Education voted 5-0 in closed session to terminate Superintendent Jason Viloria's employment contract effective December 31, 2024. The closed-session agenda noticed two related items back-to-back: "Public Employee Discipline/Dismissal/Release Government Code Section 54957" (item 3.C) and "Conference with Labor Negotiators - Government Code § 54957.6" (item 3.E) — the §54957.6 item being the procedural vehicle through which the $373,142.16 separation package was deliberated. The action was characterized as "without cause"; per the district press release the board stated the decision was not based on performance, but in the district's best interests given anticipated changes in the governing board. The approved minutes contain the §54957.1(b) written report-out verbatim: "In closed session, by a vote of 5 to 0, the Board took action to terminate the employment contract of District employee number 7000002410." The minutes also flag a discrepancy: "A verbal statement by the Board President that 'We have no report out of closed session' was made but was not accurate to the extent it referred to the written report." Despite the vote, Viloria continued to attend the open session and delivered his Superintendent's Report, including thanks to outgoing trustees Vickers and Osborne. The meeting adjourned at 8:55 PM. Per a subsequent letter to the editor co-authored by George Weiss and Kate McMahon (LBI, March 14, 2025), Viloria's separation package was valued at $373,142.16 plus benefits and included continued access to district staff, business information, and financial authority for a period following his departure.

    Sources

Viloria

through Dec 31, 2024
  1. Board accepts 2023-2024 Eide Bailly audit — "unmodified opinion, no audit findings"

    Financial
    Vote 5-0 1 source

    At the same November 21, 2024 meeting that voted to terminate Viloria's contract, the board voted 5-0 to accept and approve the 2023-2024 District Audit. Eide Bailly was scheduled on the agenda as a standalone in-person presentation (item 6.D "Auditors - Eide Baily, LLP" under Reports), with the action vote following later under Action Items - Business Services. Eide Bailly's auditor Bobby Patel characterized the result on the record: an audit is "designed to assess reasonable assurance," and "unmodified opinion is the highest level a district can earn and LBUSD earned unmodified on all levels." Mr. Dixon noted "Page 96 - no audit findings!" The H&W over-cap contribution pattern later quantified by the Bishop & Associates forensic review (September 2025) covers the same fiscal year (2023-24) included in this audit; that pattern was not identified in this routine financial audit.

    Sources
  2. Board ratifies LaBUFA 2023-2026 collective bargaining agreement

    Financial
    1 source

    At the same November 21, 2024 meeting that voted 5-0 to terminate Viloria's contract, the board voted to ratify the 2023-2026 Collective Bargaining Agreement with the Laguna Beach Unified Faculty Association (LaBUFA), per the AB 1200 public-disclosure framework. LaBUFA President Scott Wittkop reported in his bargaining-unit report that LaBUFA was "excited to wrap up negotiations for the 2023-24 school year." This is the CBA covering the period the Bishop & Associates forensic review later identified as having H&W over-cap district contributions in fiscal years 2022-23 through 2025-26.

    Sources
  3. Special closed-session meeting — anticipated litigation only, three days after election

    Governance
    1 source

    Three days after the November 5, 2024 election, the LBUSD board held a 55-minute special closed-session meeting (called to order 4:01 PM, adjourned 4:56 PM). The only noticed closed-session item was anticipated litigation under Government Code §54956.9. No §54957 personnel item was noticed; no other agenda items appeared. Member Malczewski was absent. Board President Vickers reported no action was taken in closed session. This is the only board meeting between the election and the November 21 regular meeting at which Viloria was terminated; the public record shows no personnel deliberation in this immediate-post-election window.

    Sources

Transition

Nov 21, 2024 – Jun 30, 2025
  1. Election: Morgan and Hills win school board seats

    Electoral
    7 sources

    Sheri Morgan and Howard Hills defeated incumbent Jan Vickers and first-time candidate Lauren Boeck in the LBUSD school board election. Per Sensible Laguna, the combined Morgan/Hills share was approximately 46.2% versus 42.7% for Vickers/Boeck, with reported turnout of approximately 84%. The new trustees were not seated until December 16.

    Sources

Viloria

through Dec 31, 2024
  1. 2024 board election: Morgan and Hills elected (five-candidate field)

    Electoral
    4 sources

    In the November 5, 2024 election, voters filled two seats on the LBUSD Board of Education. Five candidates ran: Sheri Morgan, Howard Hills, incumbent Board President Jan Vickers, Lauren Boeck, and Margaret Mary Warder. Morgan and Hills were elected; per the Orange County Registrar of Voters cumulative results posted November 27, 2024, Warder placed fifth with 2,757 votes (11.16%). Morgan and Hills were sworn in on December 16, 2024. The outgoing 5–0 board voted to terminate Superintendent Viloria's contract on November 21, 2024 — between the election and the new board's seating — citing "anticipated changes in the governing board."

    Sources
  2. §54957 "Superintendent of Schools" eval item appears mid-cycle on a regular-meeting agenda

    Personnel
    3 sources

    The October 10, 2024 regular board meeting agenda included a closed-session item titled verbatim "Public Employee Performance Evaluation Government Code 54957 Title: Superintendent of Schools." Earlier in the same calendar year the board had completed the normal annual eval cadence in standalone specials — a July 17, 2024 "Special Board Meeting - Superintendent Evaluation" (closed item §54957 "Public Employee Evaluation — Superintendent") and an August 7, 2024 "Special Board Meeting: Superintendent Goals and Board Policies and Bylaws" (closed item §54957 "Goal Setting"). The intervening September 12 and September 26, 2024 regular agendas did not notice any §54957 superintendent item; the Oct 10 listing is the first mid-cycle reappearance on a regular business-meeting agenda. Board President Vickers stated "there was no report out of closed session." Viloria continued the meeting normally, including a Superintendent's Report noting that LBUSD had ranked first among unified districts in Orange County for ELA, math, and science on CAASPP scores released that day. The §54957 item recurred at the November 21, 2024 meeting in the renamed form "Public Employee Discipline/Dismissal/Release," at which the board voted 5-0 to terminate Viloria's contract.

    Sources
  3. Board approves 45-meter pool concept for LBHS Pool Modernization

    Operational
    Vote 5-0 1 source

    The board voted 5-0 to approve the 45-meter pool concept and authorize staff to proceed with the next steps in the design process for the LBHS Pool Modernization project. Nine community members addressed the board during public comment on the item. Clerk Osborne reported that after multiple conversations following the August 2024 reopening of negotiations with the City of Laguna Beach, the City had decided not to participate financially in the pool project and would investigate locations for a second pool. This is the genesis vote for the pool modernization that became a major General Fund pressure across the 2025-26 budget cycle.

    Sources
  4. CSEA and LaBUFA endorse Vickers and Boeck for school board

    Electoral
    1 source

    On the open-session record at the October 10, 2024 board meeting, CSEA Chapter 131 President Thasa Zuziak and LaBUFA President Scott Wittkop each reported that their respective unions had endorsed Lauren Boeck and Jan Vickers for the November 5, 2024 school-board election. Both endorsements were made approximately three weeks before the election in which Sheri Morgan and Howard Hills defeated Vickers and Boeck.

    Sources
  5. Pool Modernization community update with 18 public commenters

    Operational
    1 source

    At the September 26, 2024 board meeting, Kristen Rose (Foresight Planning & Development Consulting) and Roger Clark (Ruhnau Clark) presented the LBUSD Pool Modernization concept including project scope, schematic design, review and construction process, and community input. Eighteen public commenters addressed the board — among them future board member Sheri Morgan (pre-election, as a community commenter) and Newth Morris (later a FUEL co-founder). Closed-session items at this meeting covered existing litigation and one student-discipline matter under Education Code §48918; no §54957 superintendent item was noticed.

    Sources
  6. LPAA hosts five-candidate forum at Forum Theater

    Electoral
    2 sources

    The Laguna Playhouse Arts Association (LPAA) hosted the first five-candidate public forum of the 2024 LBUSD board race on Saturday, September 14, 2024 at the Forum Theater on the Festival of Arts grounds (refreshments 8:30 a.m.; forum 9–11 a.m.). All five candidates participated: incumbent Jan Vickers, Howard Hills, Sheri Morgan, Lauren Boeck, and Margaret Mary Warder. Two seats on the five-member board were on the ballot, one open after Kelly Osborne chose not to seek a second term.

    Sources
  7. Board ratifies CSEA 2024-2027 collective bargaining agreement

    Financial
    Vote 5-0 1 source

    At the September 12, 2024 regular board meeting, the board voted 5-0 to ratify the 2024-2027 negotiated agreement with the California School Employees Association (CSEA) and its Laguna Beach Chapter #131. CSEA President Thasa Zuziak had reported earlier in the meeting that the CSEA contract had been ratified by its members. The closed-session portion of the meeting noticed no §54957 superintendent personnel items — only real- property negotiator items and existing-litigation matters.

    Sources
  8. Board approves 2023-2024 Unaudited Actuals Financial Report

    Financial
    Vote 5-0 1 source

    The board voted 5-0 to approve the 2023-2024 Unaudited Actuals Financial Report. Assistant Superintendent of Business Services Jeff Dixon presented the report covering July 1, 2023 through June 30, 2024 for OCDE certification and submission to CDE by the October 15, 2024 deadline. No on-record reference was made to over-cap H&W benefits contributions, the issue later surfaced by the Bishop & Associates forensic review one year later. The CSEA 2024-2027 CBA was ratified at the same meeting; no §54957 superintendent item was noticed in closed session.

    Sources
  9. Sheri Morgan launches 2024 board campaign

    Electoral
    1 source

    The Laguna Beach Independent published a profile of Sheri Morgan announcing her candidacy for the LBUSD Board of Education in the November 2024 election. The article carried Morgan's earliest on-record critique of district leadership, characterizing it as having "an autocratic leadership style" and arguing the district "can't work in a community where the two largest recipients of property tax dollars need to collaborate." Morgan had previously run for the board in 2020.

    Sources
  10. LaBUFA MOU including 1.25% off-salary-schedule payment signed

    Financial
    2 sources

    A Memorandum of Understanding between LBUSD and the Laguna Beach Unified Faculty Association (LaBUFA) was signed on February 15, 2024, under Superintendent Viloria's tenure. The MOU included a 1.25 percent off-salary-schedule payment provision for LaBUFA members and sits within the framework of Board Policy 4154 (Health and Welfare Benefits). Per the later California State Teachers' Retirement System revised final audit (EA25-11, issued November 4, 2025), the MOU and applicable Education Code base the calculation of the payment on each employee's base salary alone, while LBUSD reported the payment to CalSTRS as calculated on each employee's 2023-24 base salary plus additional stipends. The mis-application produced the over-reported compensation that became the single retained finding of the CalSTRS audit, requiring LBUSD corrective action via the Orange County Department of Education and the CalSTRS Employer Services Audits Resolution Team for FY 2022-23 and FY 2023-24 reporting. The specifics of who signed the MOU on behalf of LaBUFA and LBUSD, and any related board approval action, are not captured in this timeline pending primary BoardDocs records.

    Sources
  11. Facilities Master Plan Part A — Aquatics and Tennis Courts study session

    Operational
    1 source

    At a board study session on June 27, 2023, the board took two study- session items: (4.A) "Facilities Master Plan Part A - Aquatics and Tennis Courts Facilities" and (4.B) "Facilities Master Plan Part B - High School Administration Offices, Counseling Offices, District Office, Parking Lot A, and Classrooms." Part A is the origin point in the public board record for the project that became the LBHS Pool Modernization — the same project that, fifteen months later (September 26, 2024 community update; October 10, 2024 conceptual-plan approval), would draw 18 public commenters and become the dominant General Fund pressure across the 2025-26 budget cycle. The Facilities Master Planning series continued at study sessions on September 28, 2023 and October 12, 2023.

    Sources
  12. Board adopts revised BB 9150 — Student Board Members

    Governance
    2 sources

    At the November 17, 2022 regular board meeting, the board took action on the Second Reading and Approval of Board Bylaws in the 9000 Series (Governance - Action item 14.C), which included the revision of BB 9150 "Student Board Members" recorded in the policy manual with that adoption date. Per BoardDocs, BB 9150 was originally adopted May 28, 2013, with prior revisions on September 25, 2018 and April 22, 2021; the November 17, 2022 action is the most recent revision in effect. This is the bylaw subsequently critiqued in the Laguna Unmuted essay "Who Is the Policy Really Protecting? The Battle for Student Voice in Laguna Beach."

    Sources
  13. 2022 board seats filled unopposed

    Electoral
    1 source

    For the November 2022 election cycle, only three candidates filed for the three open LBUSD Board of Education seats, so no election was held. Dee Perry, James J. Kelly, and Joan Malczewski took the seats unopposed. Malczewski's seat had been held by Carol Normandin, who did not seek re-election.

    Sources
    • Primary Ballotpedia — Laguna Beach Unified School District, California, elections
  14. Above-cap health benefit payments continue without new MOUs

    Financial
    4 sources

    Following expiration of the 2021-22 MOUs, the district continued to pay employee health benefits above the contractual caps for three additional school years. According to the Bishop & Associates forensic audit later commissioned by the new board, no new MOUs were signed, no additional board authorizations were issued, and the matter was not raised at the bargaining table during this period. The audit later quantified the cumulative shortfall at approximately $1.77 million across four years.

    Sources
  15. Board approves Viloria contract amendment 4–1; Perry dissents

    Governance
    Vote 4-1 1 source

    At its June 23, 2022 regular meeting, the LBUSD Board of Education approved a contract amendment for Superintendent Jason Viloria on a 4–1 vote, raising his base salary from $322,149 to $331,813 (a 3% increase) and continuing a $1,000 monthly allowance for cell phone, internet, and related expenses, plus retirement and health benefits. Per the Laguna Beach Independent, Trustee Dee Perry was the dissenting vote. The board acted without first conducting a year-end performance evaluation of the superintendent; per then-Board President Carol Normandin, schedule conflicts had prevented board members from meeting to evaluate Viloria's performance ahead of the June 23 meeting. The board resolution attached to the action stated: "It is the Board's goal to provide stability and continuity in the operational and instructional programs of the District, and, consistent with such goal, the Board agrees that the Superintendent shall be compensated for his longevity with the District." The action is the earliest documented Perry dissent on Viloria compensation.

    Sources
  16. Three Asst. Superintendent employment contracts amended same meeting as Viloria amendment

    Personnel
    1 source

    At the same June 23, 2022 regular meeting that approved the Viloria superintendent-contract amendment 4-1 (Perry dissenting), the board also took Action Items - Superintendent item 13.A: "Approval of Amended Employment Contracts for the Assistant Superintendent, Business Services, Assistant Superintendent, Human Resources, and [Assistant Superintendent, Instructional Services]." This parallel cabinet-wide compensation action is normal procedurally — annual contracts get amended together — but documents that the June 23, 2022 amendment cycle covered the full executive cabinet, not just the superintendent. The action followed and aligned with the Viloria amendment in the same meeting.

    Sources
  17. Board approves 2021 MOUs

    Financial
    Vote approved 3 sources

    The full board approved the September 2021 MOUs at its regular meeting. The action was published on the district's Form 1200 — the official public notice of board action that is transmitted to the County for approval. Per multiple sources, the 2021 MOUs were one-time agreements for the 2021-22 school year and were not renewed for subsequent years.

    Sources
  18. CSEA Chapter 131 parallel MOU signed

    Financial
    2 sources

    CSEA Chapter 131 President Margaret Warder and CSEA Labor Relations Representative Emma Lopez signed a parallel MOU covering classified staff, with the same provisions authorizing above-cap health benefit payments for 2021-22. Co-signed by Assistant Superintendent Mike Conlon.

    Sources
  19. LaBUFA MOU on above-cap health benefits signed

    Financial
    5 sources

    LaBUFA President Sara Hopper signed a Memorandum of Understanding with the district authorizing the district to cover approximately $350,000 in employee health and welfare benefits above the caps established in the Collective Bargaining Agreement for the 2021-22 school year. The MOU operates within the framework of Board Policy 4154 (Health and Welfare Benefits). The MOU was co-signed by Assistant Superintendent of Human Resources Mike Conlon. According to George Weiss (citing documents obtained via California Public Records Act request), the signature is timestamped via DocuSign.

    Sources
  20. Board study session: Update on Resolution 20-16 — Equity Work in LBUSD

    Governance
    1 source

    At a virtual study session on March 25, 2021, the board took study-session item 5.A "Update on Board Resolution 20-16: Equity Work in LBUSD" — the six-month progress check on the equity-work commitments adopted in the September 16, 2020 anti-racist-education resolution. This is the institutional record of the equity work that some later commentary either expanded on or criticized; documenting the underlying board commitment is useful context for any subsequent DEI policy interpretation.

    Sources
  21. 2020 board election: Osborne and Vickers elected

    Electoral
    1 source

    In the November 3, 2020 election, voters filled two seats on the LBUSD Board of Education. Kelly Osborne and incumbent Jan Vickers were elected. Amy Kramer, Sheri Morgan, and Howard Hills also ran. Per Patch's election-night count, the order was Osborne (31.2%), Vickers (23.5%), Kramer (19.4%), Morgan (16.7%), and Hills (9.2%). It was Morgan's first run for the board and Hills's second.

    Sources
  22. Board approves in-person reopening dates for TK-5 and K-12 self-contained SPED

    Operational
    1 source

    At a special board meeting called for 5:00 PM on September 25, 2020, the LBUSD Board approved two Action Items - Instructional Services: (4.A) "Approval of Reopening Dates for In-Person Learning for Grades TK-5" and (4.B) "Approval of Reopening Dates for In-Person Learning for Self- Contained K-12 Programs for Students with Disabilities." This is the formal action that returned the district's youngest students and its most-impacted SPED population to in-person instruction during the 2020-21 school year, against a state-policy backdrop in which most California districts were still in distance learning. The reopening was conducted under the emergency authority granted by the March 13, 2020 emergency- powers resolution.

    Sources
  23. U.S. District Court dismisses Perry v. Viloria with prejudice on third try

    Governance
    5 sources

    On September 17, 2020, the U.S. District Court for the Central District of California issued the third and final dismissal of Dee Perry's federal civil-rights complaint against Superintendent Viloria and the four other sitting trustees. Per contemporaneous coverage in Stu News Laguna and the Patch, the court found that Perry's allegations were "simply too conclusory" and that "amendment would be futile," dismissing with prejudice after Perry's third amended complaint. Two earlier dismissals (the first reported by the Patch on March 25, 2020, the second mid-2020) had been without prejudice and with leave to amend; this third dismissal foreclosed further amendment. Perry stated in response: "This ruling comes as no surprise. The school board and superintendent abandoned the unlawful board committee excluding me as an elected board member from representing voters." Then-Board President Peggy Wolff responded: "The Court has affirmed our position for the third time that the Board operates as an entity, and no board member has individual authority." Perry subsequently filed a Ninth Circuit appeal docketed as Case No. 20-56081.

    Sources
  24. Board study session on DRAFT Resolution 20-XX in support of Anti-racist Education (becomes Resolution 20-16)

    Governance
    1 source

    At a special board study session on September 16, 2020, the board held an open-session study-session discussion on item 3.A "DRAFT Resolution No. 20-XX In support of Anti-racist Education." The numbered resolution that emerged (Board Resolution 20-16) became the foundation for the district's subsequent equity-work program, which the board revisited at a March 25, 2021 study session ("Update on Board Resolution 20-16: Equity Work in LBUSD"). The equity-work program later figured in BP 0415 (Equity) policy adoption and is part of the institutional context against which subsequent DEI-related public commentary should be read.

    Sources
  25. Perry v. Viloria federal civil-rights suit noticed on closed-session agenda

    Governance
    2 sources

    The August 31, 2020 special closed-session board meeting noticed as item 3.A: "Conference with Legal Counsel - Existing Litigation (§ 54956.9) Case No. 8:19-cv-02381-DOC-(JDEx) Dee Perry v Jason Viloria, Jan Vickers, Peggy [Wolff], et al." This is the public-agenda confirmation of the case number, court (CACD), judge assignment (David O. Carter), and that the suit was an active matter the board was discussing in closed session two-and-a-half weeks before the September 17, 2020 third and final dismissal. The four defendant-trustees were the same trustees deliberating the case under §54956.9 — a fact procedurally normal under §54956.9 but worth noting given that one of those trustees (James Kelly) is a current sitting member of the post-2024 board. The operative complaint pleaded no individual-conduct allegations against Kelly beyond his vote with the majority, distinct from the individual-conduct paragraphs targeting Viloria and Wolff.

    Sources
  26. Board grants Superintendent emergency powers at COVID-19 emergency meeting

    Governance
    1 source

    At an emergency board meeting called for 2:00 PM on Friday, March 13, 2020 — the day Governor Newsom's earlier statewide guidance prompted California school districts to close — the LBUSD Board took two extraordinary actions in open session. Item 3.F: "Consideration of Resolution Granting Emergency Powers to the Superintendent." Item 3.G: by unanimous vote under Public Contract Code §20113, the board granted emergency contracting authority that allowed the district to enter contracts without going through the normal competitive-bid process during the emergency. These are the legal mechanisms that authorized all subsequent COVID-era operational decisions (distance learning rollout, technology procurement, reopening plans). The emergency-powers grant remained the underlying procedural basis for Superintendent action through the COVID-era school closures.

    Sources
  27. Trustee Dee Perry files federal §1983 civil-rights complaint against Viloria and four fellow trustees

    Governance
    3 sources

    On December 10, 2019, sitting LBUSD Trustee Dee Perry filed a federal civil-rights complaint in the U.S. District Court for the Central District of California (Southern Division, Santa Ana) as Case No. 8:19-cv-02381-DOC-JDE, captioned "Dee Perry v. Jason Viloria, Jan Vickers, Peggy Wolff, Carol Normandin, James Kelly, Members of Laguna Beach Unified School District Board, in their official capacities; and DOES 1 to 50." All five individual defendants were named in their official capacities only. The case was assigned to District Judge David O. Carter and Magistrate Judge John D. Early. Perry was represented by Michael J. Aguirre and Maria C. Severson of Aguirre & Severson LLP, San Diego. The complaint pleaded four claims: (1) Violation of First Amendment under 42 U.S.C. §1983, (2) Retaliation under 42 U.S.C. §1983, (3) Injunctive Relief for Violation of the United States Constitution, and (4) Declaratory Relief. The Prayer for Relief sought a permanent injunction restraining defendants from prohibiting Perry from speaking to constituents, participating in board meetings (open and closed), participating in district and school events, and obtaining information needed to do her job; plus a declaration of constitutional violation; plus attorney fees and costs under 42 U.S.C. §1988. Notably, the filed complaint did **not** plead monetary damages (contemporaneous Laguna Beach Independent reporting referencing "$25,000 in emotional distress" reflected the June 26, 2019 notice-of-intent letter, not the operative complaint). Jurisdiction was pleaded under 28 U.S.C. §§1331 and 1343(3)–(4); venue under §1391(b). The complaint's substantive allegations are asymmetric across the five defendants. Viloria is named in multiple individual-conduct paragraphs (¶44, ¶50, ¶52–54, ¶58, ¶69), including the alleged January 15, 2019 "You have no right to talk to staff" statement and the alleged pattern of "raising his voice at her in an aggressive manner, and then petulantly refusing to meet with her on issues of governance." Wolff is named in the individually-attributed December 21, 2018 email episode (¶55–58) and ¶59 ("Defendant Wolff's attempts to restrain speech and right to associate are in gross violation of the United States Constitution"). Vickers, Normandin, and Kelly appear only in the identification paragraphs (¶7, ¶9, ¶10) and the collective "Board majority" / "block- voted" framing; the complaint does not plead any specific individual act by any of those three beyond their votes with the majority. The court's eventual dismissal rationale ("the Board operates as an entity, and no board member has individual authority") tracks that pleading asymmetry. Perry alleged she had been on the LBUSD Board since November 2014 and was re-elected in November 2018; this is the same Dee Perry who currently sits as Board Clerk (December 2025–) and served as Board President during 2025. Named co-defendant James Kelly is a sitting trustee on the current board, though the complaint pleads no individual conduct by Kelly beyond his vote with the board majority; named Superintendent-defendant Jason Viloria is the same superintendent the post-2024 board would later terminate without cause (November 21, 2024).

    Sources
  28. Perry alleges board majority created "Subcommittee on Confidential Matters" that excluded her

    Governance
    1 source

    Per paragraphs 65–68 of Perry's December 10, 2019 federal complaint, in June 2019 the board majority brought forward "a Resolution to Create a Board Subcommittee on Confidential Matters which would exist for a period of one (1) year, unless extended or terminated by a majority vote of the Board, and would consist of all members of the Board except [Perry]." Under the alleged scheme, the subcommittee would receive the board's delegated authority over matters that could otherwise be placed on a closed-session agenda under Government Code §54956.9 (pending or potential litigation) or §54957 (personnel). The complaint characterizes the subcommittee, in its own words, as a "coup d'état" by which the board majority sought to strip Perry of her ability to govern. The existence of this subcommittee-exclusion mechanism is the structural allegation that the September 17, 2020 final dismissal found "too conclusory" to sustain. These are allegations in a complaint subsequently dismissed.

    Sources
  29. Perry alleges Brown-Act-noncompliant closed meeting; press-comment dispute follows

    Governance
    1 source

    Per paragraphs 61–64 of Perry's December 10, 2019 federal complaint, on March 26, 2019 the board convened a closed meeting that the complaint alleges did not satisfy the Brown Act's notice/announcement requirements under California Government Code §54956.9 (pending or threatened litigation). After Perry made comments to the press about retaliation fears expressed by members of the public in the open session that followed, on April 17, 2019 defendants' counsel allegedly communicated that Perry had violated closed-meeting confidentiality rules and threatened that she could be sued in her personal capacity, asserting that the district would not provide her legal counsel if so sued. The complaint frames this exchange as both a Brown Act violation and a First Amendment retaliation predicate, and invokes Government Code §54963(e) for Perry's right to challenge closed-meeting practices without violating the Brown Act. These are allegations in a complaint subsequently dismissed.

    Sources
  30. Perry alleges Viloria stated "You have no right to talk to staff" at board meeting

    Governance
    1 source

    Per paragraph 50 of Perry's December 10, 2019 federal complaint, after Perry investigated why the December 11, 2018 annual organizational meeting had not been recorded, Superintendent Viloria allegedly "publicly chastised Plaintiff for the mere inquiry" and at the January 15, 2019 board meeting "stated to Plaintiff…'You have no right to talk to staff' or to the recording services vendor about the December 11 meeting black-out." The complaint characterizes the statement as a silencing tactic using hand gestures interpreted as such by members of the public. This is an allegation in a complaint that was ultimately dismissed; Viloria did not admit the statement and the federal court never adjudicated its truth. The allegation is one of several first- amendment-retaliation predicates pleaded against Viloria.

    Sources
  31. Perry alleges Wolff sent unsolicited email to recent LBHS graduate to deter constituent contact

    Governance
    1 source

    Per paragraphs 55–58 of Perry's December 10, 2019 federal complaint, on December 21, 2018 Trustee Peggy Wolff sent an unsolicited email from her lbusd.org account to a recent LBHS graduate (then a Brown University freshman) who had asked to meet with Perry to discuss student-government matters during winter break. The complaint quotes the email verbatim — its subject was "meeting with a board member" and its substance advised the student that "it is not the place of a board member to become involved in a school site issue" and that "the board operates as a 'Board' and does so with majority rules decision making with all five members present." Asst. Superintendent of Educational Services Jason Alleman was carbon-copied. The complaint also quotes the constituent's reaction email expressing that he "personally found this email extremely strange" and arguing that "her attached Bylaw 9200 in no way bars me from meeting with you (in fact my right to meet with you, an elected representative who[m] I have voted, is preserved by my 1st Amendment right to petition the government)." The complaint pleads this email as one predicate for the First Amendment retaliation claim against Wolff and the Viloria-led administration that allegedly ratified it. These are allegations in a complaint subsequently dismissed.

    Sources
  32. Annual organizational meeting: board removes Perry as Clerk and denies her rotation to President

    Governance
    1 source

    At the December 11, 2018 annual organizational meeting — the meeting at which the board elects its president and clerk for the upcoming year per California Education Code §35143 and Board Bylaw 9100 — the LBUSD Board took action that would later become the central allegation of Perry's December 2019 federal §1983 complaint. Per Perry's pleading (paragraphs 43–47 of the operative complaint, Case No. 8:19-cv-02381-DOC-JDE), Perry had completed one year as Clerk and was in line under the customary rotation to be elevated to Board President. The complaint alleges the board "block-voted to both remove Plaintiff as Clerk and deny Plaintiff the rotation to President in retaliation due to Plaintiff's political beliefs, strong advocacy on behalf of students, and open-door policy to her constituents." The complaint further alleges that the meeting "was neither recorded by audio or video," and ties the action to an earlier unrecorded November 15, 2017 board discussion in which the board majority allegedly committed in advance to deny Perry the customary rotation. Wolff was elected Board President at the December 11, 2018 meeting per contemporaneous news coverage. These are allegations from Perry's filed complaint; the case was ultimately dismissed three times between March and September 2020.

    Sources
  33. 2018 board election: Normandin, Perry, and Kelly elected

    Electoral
    1 source

    In the November 6, 2018 election, voters filled three seats on the LBUSD Board of Education in a contested race. The three winners were Carol Normandin (4,861 votes), Dee Perry (4,740 votes), and James J. Kelly (4,593 votes). Perry and Kelly both continue to serve on the board.

    Sources
    • Primary Ballotpedia — Laguna Beach Unified School District, California, elections
  34. 2016 board election: Wolff and Vickers elected

    Electoral
    1 source

    In the November 8, 2016 election, voters filled two seats on the LBUSD Board of Education. Peggy Wolff (39.08%) and Jan Vickers (35.46%) were elected; Howard Hills (25.46%) also ran. It was Hills's first run for the board.

    Sources
    • Primary Ballotpedia — Laguna Beach Unified School District, California, elections
  35. Jason Viloria begins as LBUSD superintendent

    Personnel
    1 source

    Dr. Jason Viloria began as superintendent of Laguna Beach Unified School District on July 1, 2016, succeeding the retiring Sherine Smith. Viloria had most recently served as an associate superintendent at San Dieguito Union High School District. His tenure as LBUSD superintendent ran through December 31, 2024.

    Sources