EdOps Financial Self Assessment
Based on our work with over 100 schools across the country, we have developed a quick School Financial Health Self Assessment that identifies the most important financial metrics and best practices.

For each statement please choose the score that best represents how frequently the statement is true for your school or organization. When you click "submit" on this form, a copy of your responses will be emailed to the email address you provide below.

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School Financial Health
Focusing on the Key Performance Indicators and metrics in your financials.
1. We end each year with a positive net income.
2. Throughout the year, our cash position is strong enough to pay our vendors and staff on time.
3.  In recent years, we have had zero audit findings or modified/qualified opinions.
4. In recent years, our Board-approved budgets have been balanced - meaning, budgeted expenses did not exceed revenue.
5.  In recent years, we have developed multi-year budgets as part of the annual budgeting cycle.
6. Our budget supports the strategic priorities of the school.
7. Our budget helps to provide equitable resources and appropriate supports for each student.
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