Reporting Requirements for Operating Schools

  • Annual Financial Audit

    Reporting Requirements for Operating Schools

    T Reporting Requirements: Annual Financial Audit The Audit Report should include the accountant’s report on compliance and internal controls and include, if applicable: Management Letter Management Letter Response Corrective Action

  • Q1 Financial Report

    Reporting Requirements for First Year Schools

    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

  • Q2 Financial Report

    Reporting Requirements for First Year Schools

    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

  • Q3 Financial Report

    Reporting Requirements for First Year Schools

    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

  • Annual Report

    Reporting Requirements for Operating Schools

    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

  • Q4 Financial Report (for prior fiscal year)

    Reporting Requirements for Operating Schools

    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

  • Renewal Application (for those due for Renewal)

    Reporting Requirements for Operating Schools

    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

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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