Massachusetts Charter Schools

Charter School End of Year Financial Report (CSEOYFR) Information and Data

General CSEOYFR Information

The CSEOYFR is a comprehensive annual financial report in Microsoft Excel format consisting of eight sections. The CSEOYFR template is posted to each school's security portal Dropbox each year. It is due annually on December 1 (603 CMR 1.08 (4)).

CSEOYFR data is used for many reasons, including:

  • Populating the Charter School Financial Dashboard
  • Populating various published reports (e.g. Excess Surplus reports, CSEOYFR Summaries (below), RADAR)
  • Informing transportation reimbursement
  • Informing DESE financial monitoring

For more detail, the Charter School Finance, Data & Grant Reporting Course includes a section on the CSEOYFR.

Please note: The CSEOYFR Amendment Application can be used to amend submitted CSEOYFR data. It is found on your school's Security Portal application list. Refer to this memo Download Word Document for more information on CSEOYFR amendment submissions.

CSEOYFR Functional Expense Line Lookup Tool

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CSEOYFR Functional Expense Line Lookup Tool
Use this lookup and search tool to determine the best line item to enter the expense in question. Please remember to enable macros.

Revenue & Expenditure Data (CSEOYFR Summaries)

Massachusetts charter schools are required to keep an accurate account of all of their financial activities and report their revenues and expenditures annually to the Department on the Charter School End of Year Financial Report. Aggregated annual data is presented below.

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FY2018 Charter School End of Year Financial Report Summary
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FY2017 Charter School End of Year Financial Report Summary
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FY2016 Charter School End of Year Financial Report Summary
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FY2015 Charter School End of Year Financial Report Summary
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FY2014 Charter School End of Year Financial Report Summary

Please note: Districts report their spending in a different format and with different accounting requirements than charter schools. Similar district per pupil expenditure reports.

Charter School End of Year Financial Reports (CSEOYFR) from FY2009–FY2013 are available upon request. Please contact the OCSSR at 781-338-3227 or charterschools@doe.mass.edu with the subject "CSEOYFR request".

 
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