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Category: General Financing Issues, Challenges, and Strategies

An Examination of Charter School Finances (Minnesota), John Fitzgerald, Minnesota 2020, August 2009

Public Charter School Dashboard 2009, National Alliance for Public Charter Schools, June 2009

2009 Charter Schools Indicators: A Report from The Center on Educational Governance, University of Southern California, Center on Educational Governance, 2009
This third annual report from CEG uses financial as well as academic data to assess charter school performance in California.

Facing the Future: Financing Productive Schools, Paul T. Hill, Marguerite Roza, James Harvey, Center on Reinventing Public Education, December 2008

Hopes, Fears, and Reality: A Balanced Look at Charter Schools in 2008, Robin Lake, Center on Reinventing Public Education; University of Washington, December 2008
The essays in this volume show that the national charter school achievement is promising overall, but highly varied; charter schools distinguish themselves from traditional public schools in their educational strategies and offerings; college-prep charters are an important new development for inner-city students; charter schools deliver new models for special education; and a more sophisticated understanding of the diverse constituent demand is needed to effectively grow the charter sector.

A Commitment to Quality: National Charter School Policy Forum Report, U.S Department of Education, October 2008
The U.S. Department of Education has released a new publication on creating and maintaining successful charter schools, summarizing its vision for the future of the charter school sector in the U.S. and outlining steps to happen to achieve that vision.

Changing the Game: The Federal Role, Sara Mead; Andrew Rotherham, New America Foundation; Education Sector, Brookings Institute, October 2008
This report from the Brookings Institution calls on the federal government to "change the game" in public education by creating a federal Office of Educational Entrepreneurship and Innovation in the Department of Education. The report says such an office could "expand the boundaries of public education by scaling up successful educational entrepreneurs, seeding transformative educational innovations, and building a stronger culture to support these activities throughout the public sector." The authors cite the achievement gap between poor and minority students and their more affluent peers, along with findings that American 15-year-olds perform less well than students in 23 other countries in math and in 11 other countries in reading.

A Primer on Pennsylvania Cyber Schools, Nathan Benefield; Jessica Runk, Commonwealth Policy Brief, April 2008

Shortchanged Charters: How Funding Disparities Hurt Colorado's Charter Schools, The Colorado League of Charter Schools, April 2008

Funding Formulas, School Choice, and Inherent Incentives, Clive Belfield, Queens College, City University of New York, March 2008

Partners in Closing the Achievement Gap: How Charter Schools Can Support High-Quality Universal Pre-K, Sara Mead, Democrats for Education Reform, March 2008

Charter Schools Indicators: A 2008 Report from the Center on Educational Governance, University of Southern California, 2008
This second annual report from CEG uses financial as well as academic data to assess charter school performance in California.

Corporations, Chambers, and Charters: How Businesses can Support High-Quality Public Charter Schools, Institute for a Competitive Workforce, U.S. Chamber of Commerce Institute, 2008
This report from the U.S. Chamber of Commerce Institute for a Competitive Workforce calls for businesses and local chambers of commerce to actively support the expansion of public charter schools to help meet the national need for a highly educated workforce. The report, "Corporations, Chambers, and Charters: How Businesses Can Support High-Quality Public Charter Schools," recommends five key actions: build a robust supply of high-quality new schools in the communities that need them; fuel the pipeline of human capital needed to operate new schools; address critical operational challenges the schools face; define and improve the quality of schools; and forge charter-friendly public policies through state and local lawmaking.

Public School Academies: Michigan Department of Education, 2006-2007 Report to the State Legislature, Michigan Department of Education, December 2007

A Sum Greater than the Parts: What States Can Teach Each Other About Charter Schooling, Sara Mead; Andrew Rotherham, Education Sector, September 2007
This report, which examines charter schools in 8 states and 4 cities, identifies opportunities and challenges within the charter school movement.

California Charter School Policy Update: Legislators Focus on Facilities, Financing, and Governance, EdSource, June 2007

State School Finance Legislation: A 50 State Overview and Trend Analysis, Faith Crampton, Journal of Education Finance, 2007

Charter Schools in California: A Review of their Autonomy and Resource Allocation Practices, American Institutes for Research, December 2006

Maintenance Required: Charter Schooling in Michigan, Sara Mead, Education Sector, October 2006

Fund the Child: Tackling Inequity and Antiquity in School Finance, Matt Arkin; Bryan Hassel; Amy Way, Thomas B. Fordham Institute, June 2006

Florida Charter Schools: Hot and Humid with Passing Storms, Bryan C. Hassel; Michelle Godard Terrell; Julie Kowal, Education Sector, May 2006
This report examines the history of Florida’s charter school initiative, results to date, and areas where the state can improve.

Analysis of Long-Term Spending in Upstate New York Districts that Host Charter Schools, Bill Phillips, New York Charter School Association, March 2006

New York City Charter Schools Fundraising Guidebook, The New York City Center for Charter School Excellence, March 2006
This guidebook offers recommendations on how to establish and manage an ongoing, successful fundraising program, including how to incorporate fundraising into the school's strategic plan and diversifying funding sources.

Understanding Student-Weighted Allocation as a Means to Greater School Resource Equity, Karen Hawley Miles; Marguerite Roza, 2006

Capital Campaign: Early Returns on District of Columbia Charter Schools, Sara Mead, Progressive Policy Institute, October 2005
This report for the 21st Century Schools Project examines charter schooling in Washington DC, including the region's unique history of charter schooling and the challenges these schools face

Charter School Funding: Inequity's Next Frontier, Thomas B. Fordham Institute, Progress Analytics Institute and Public Impact, August 2005
This study examines charter school funding in 16 states and the District of Columbia, jurisdictions that collectively enroll 84 percent of the nation's charter school students.

Education Finance: More money or different spending choices. What factors make a difference?, Education Evolving, January 2005

Charter School Type Matters When Examining Funding and Facilities: Evidence from California , Cathy Krop and Ron Zimmer, RAND Corporation
This study examines the finances of charter schools in California, which has more charter students than any other state, and highlights their fiscal challenges

Dollars and Sense II: Lessons from Good, Cost Effective Small Schools, KnowledgeWorks Foundation, 2005

Solving the Charter School Funding Gap: The Seven Major Causes and What to Do about Them, The Center for Education Reform, 2005
This paper identifies major causes of under-funded charter schools and offers solutions to correct the deficiencies in charter law and legislative funding gaps.

Evaluation of the Public Charter Schools Program, Policy and Program Studies Service, 2004

Investing in Learning: School Funding Policies to Foster High Performance, Committee for Economic Development, 2004

Ripples of Innovation: Charter Schooling in Minnesota, the Nation's First Charter School State, Jon Shroeder, Progressive Policy Institute, 2004

Paying for the Vision: Charter School Revenue and Expenditures, American Federation of Teachers Educational Foundation, May 2003
This brief examines charter school financing in 12 states--Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Massachusetts, Michigan, Minnesota, North Carolina, Pennsylvania, and Texas.

Dollars and Sense: The Cost Effectiveness of Small Schools, KnowledgeWorks Foundation, 2002

National Charter School Finance Study: Findings from State Case Studies, Michael Rubenstein, American Federation of Teachers and Policy Studies Associates
This study examines the finance policies of charter schools in Arizona, Colorado, Florida, Massachusetts, Michigan, and Texas and highlights the complexity and challenges that surrounds charter school finance.

Venturesome Capital: State Charter School Finance Systems, National Charter School Finance Study, American Federation of Teachers, in conjunction with Policy Studies Associates and Fox River Learning L.L.C.
The First Report of the National Charter School Finance Study examines the laws, regulations and state practices governing charter school finance during the 1998-99 school year in 23 states and two cities.

Financial Guide for Charter Schools, Department of Public Instruction, Division of School Business
This guide contains information, which is designed to familiarize personnel at Charter Schools with the financial services offered by the Division of School Business and the reporting requirements of the Division.

Guide for Developing a Basic Business Plan for Charter Schools, Charter Friends National Network

Massachusetts Charter School Recommended Fiscal Policies and Procedures Guide
This guide provides a general framework with which to tackle fiscal challenges and includes a recommended chart of accounts and fiscal policies.

Sample New Hampshire Charter School Budget Templates

Charter Schools and the Capital Markets, Kim Smith; Julie Petersen, NewSchools Venture Fund

Funding our Future: Charter School Finance 101, Community Investments Online

Web Seminar: Financing Charter Schools, Education Commission of the States