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School Budget & Finances

SVUSD Budget & Finances

Welcome to the comprehensive hub for our school district's financial information. Here, we aim to provide clear and easy-to-access resources, including our adopted and interim budgets, audits, and other key financial documents. We believe in transparency and want to help our community understand not only how we allocate funds to support our students and staff, but also how school budgets and finances function at a high level.

 

 

The School Budget Cycle

Our school district's budget is a continuous, year-round process driven by our commitment to fiscal responsibility and transparency. 

  • June: The LCAP and Budget are adopted, and the state budget is enacted, formalizing the financial plan for the new fiscal year.

  • August: A 45-day budget update is released.

  • September: Unaudited actuals from the prior year are prepared.

  • December: The 1st Interim Financial Report is submitted.

  • January: The Governor's Budget Proposal for the next fiscal year is released, and the prior year's audit report is finalized.

  • February: The LCAP Mid-Year Update is prepared, and the planning for the next year's budget begins.

  • March: The 2nd Interim Financial Report is prepared.

  • May: The Governor's May Revise provides updated state budget information, and the 3rd Interim Financial Report is prepared.

  • June: The LCAP & Budget for the next fiscal year are adopted, completing the cycle.

This dynamic process involves careful planning, regular financial reporting, and collaboration to ensure that every dollar is used to support student success. From the initial budget proposals and updates from the state to our own interim financial reports and audits, we are dedicated to aligning our resources with our educational priorities.

graph showing the annual budget report cycle for a school

Business Services Documents

This section provides access to key financial documents and resources related to the Sonoma Valley Unified School District.

This section provides access to key financial documents and resources related to the Sonoma Valley Unified School District. The documents are organized by topic to help you easily find the information you need.

 

REFERENCE GUIDES:

 

School Finance Terms Guide  A reference guide of common school finance terms to help you understand the documents provided.

 

 

BUDGETS AND FINANCIAL PLANNING:

 

Adopted Budgets  Approved financial plans for each fiscal year, detailing the district's anticipated revenues and expenditures.

 

Interim Reports  A snapshot of the district's financial condition during the fiscal year, including detailed budget information, multi-year projections, and cash flow estimates.

 

Unaudited Actuals  Preliminary financial reports detailing revenue and expenditure data before the final audit.

 

County Review Letters  An archive of letters from the county, including responses and evaluations of the district's adopted budgets and interim financial reports

 

 

AUDITS AND ACCOUNTABILITY:

 

Audit ReportsDetailed reviews of the district's financial statements to ensure compliance with accounting standards and fiscal responsibility.

 

Bond Audits Financial reviews of bond fund expenditures to ensure compliance with approved projects and financial standards.

 

AB1200 Documents related to AB 1200, which ensures fiscal accountability and oversight of California school districts through budget and financial report reviews.

 

 

SPECIALIZED FUNDS AND REPORTS:

 

Developer Fees ReportDetailed accounts of income, expenditures, and fund balances related to developer fees, ensuring transparency and compliance for school improvement projects.

 

EPA Education Protection Account Reports detailing the allocation and use of funds from the Education Protection Account to support educational programs and services