Events
Q1 Financial Report
Reporting Requirements for First Year SchoolsReporting 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:
Form 990
Reporting Requirements for All SchoolsThe Form 990 is due in November of each year as an audit-related item for each education corporation.
Q2 School Contact Update Verification
Reporting Requirements for All SchoolsAll Material Revisions
Reporting Requirements for All SchoolsAll material revisions to be implemented for the 2027-28 school year inclusive of revisions to merge, to add an elementary, middle, or high school program, to increase enrollment, and to revise at-risk preferences in the admissions policy. Learn more at our Reporting Requirements: Revising a Charter Page.
Q2 Financial Report
Reporting Requirements for First Year SchoolsReporting 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:
Facility Reporting Questionnaire
Reporting Requirements for All SchoolsReporting Requirements: Facilities Schools must submit a copy of an executed lease or purchase agreement or other facility agreement, a copy of a letter from an independent attorney stating the facility agreement has been reviewed, and a detailed schedule setting forth the steps necessary to make the school facility ready for instruction. Documentation must be
Q3 School Contact Update Verification
Reporting Requirements for All SchoolsApplication and Admissions Summary
Reporting Requirements for All SchoolsReporting Requirements: Annual Summary of Applications and Admissions Admissions processes for SUNY authorized charter schools must meet legal requirements of an open, non-discriminatory process. The Application and Admissions Summary form for the next school year must be provided to the Institute annually by May 1st. Authority: Charter Agreement (Monitoring Plan) Submit to: Charter Schools Institute
Q3 Financial Report
Reporting Requirements for First Year SchoolsReporting 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:
Q4 School Contact Update Verification
Reporting Requirements for All SchoolsAnnual Budget
Reporting Requirements for All SchoolsReporting Requirements: Annual Budget On or before June 30, the budget must be submitted with an indication that it received approval by the school board of trustees. Authority: Charter Agreement (paragraph 5.5) Submit to: Charter Schools Institute via Epicenter. If the report will not be submitted by the due date, please e-mail a “Request for
Annual Report
Reporting Requirement: Annual Report An Annual Report is required by statute and governed by regulations promulgated by the State Education Department (SED). The report is due each year on August 1st and submitted directly through the State Education Department. Audited financial statements for the preceding year, a component of the Annual Report, is due directly to
Q4 Financial Report (for prior fiscal year)
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:
Renewal Application (for those due for Renewal)
Reporting Requirements: Renewal Application An Application for Charter Renewal must be submitted prior to the start of the final school year of the charter term. For more information, please visit Renewal Requirements & Benchmarks.