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Q3 Financial Report

May 17, 2027

Reporting Requirements: Quarterly Reports

Schools must submit a statement of income and expenses within 45 days of the end of Q1, Q2 and Q3.  The Q4 statement is due due within 30 days after the end of the quarter so that schools can meet the fiscal requirements outlined in the Annual Report.  The statements are due as follows:

  • Q1 – November 15
  • Q2 – February 15
  • Q3 – May 15
  • Q4 – August 1
Authority: 

Charter Agreement (paragraph 5.2)

Submit to: 

Submit to Charter Schools Institute via COMPASS. If the report will not be submitted by the due date, please email a “Request for Extension” including a reason why, before the due date to [email protected].

 

General inquiry
Get in Touch

The Institute Staff is ready and willing to answer your questions and share resources and best practices.

Phone: (518) 445-4250

Email: charters (at) suny.edu

Please direct all communication (written, electronic or telephone)  to the Albany Office.

Our shared email inboxes serve as a direct portal to our internal teams that manage any processes you may have questions about.

Information on the Institute’s Complaint Process and submitting a FOIL request can also be found on our website.

Mailing Address: 

Albany Office:
SUNY Charter Schools Institute
H. Carl McCall SUNY Building
353 Broadway
Albany, NY 12246

 

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