Charter School Financial Information

ADA Reporting

• District Review Template - Charter ADA Reporting (4/22/2020)   

Charter In-Lieu Taxes

• Charter In-Lieu Accounting Template

Budget and Interim Reporting

• FY 26/27 Charter Budget and Interim Reporting Template - Alternative to Standardized Account Code Structure (SACS) reporting. Charters authorized under San Bernardino County School Districts must use the San Bernardino County template. Report formats from other sources will not be accepted. (5/13/2026)
• FY 26/27 District Review Template - Review of Charter Budget and Interim Reporting. (Updated 5/13/2026)

• FY 25/26 - Charter Budget and Interim Reporting Template - Alternative to Standardized Account Code Structure (SACS) reporting. Charters authorized under San Bernardino County School Districts must use the San Bernardino County template. Report formats from other sources will not be accepted. (7/31/2025)
• FY 25/26 - District Review Template - Review of Charter Budget and Interim Reporting. (Updated 12/11/2025) 

• Charter School 2025-26 Adopted Budgets Bulletin (23-034) - This includes information on what needs to be submitted and deadlines for submission.

Independent Audit Report and Financial Statements

• FY 25/26 District Review Template - Charter Audit (5/13/26)
• FY 24/25 District Review Template - Charter Audit (1/15/26)

Unaudited Actuals

• CDE link for SACS - Alternative Form and SACS format reports

• FY 24/25 - Unaudited Actuals Supplemental Workbook (8/7/2025) - Required with SACS Alternative Form

• FY 24/25 - District Review Template - Charter Unaudited Actuals Reporting (8/7/2025)

Charter School Forms

• Charter School Funding Document (updated 3/2021)
• Charter School Contact Information (updated 8/2024)

Workshops

• 18/19 Charter School Reporting Presentation for Charter Schools

• Charter School Oversight Workshop Presentation for Sponsoring Districts

If you are looking for more general Charter School information, please visit the main Charter Schools Office page.