Budget Format Survey

Jim Ambrose

12 May 1999

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May 12, 1999
 
Dear Colleagues,
 
 
As of today, twenty schools reported on their budget format; thanks are due to all who responded. It is a small sample, but not much appears to have changed from when Dan did a more extensive survey 15 years ago. Only one school uses a program format, two use some sort of combination line-item/program format and the remaining 85% all use line item budgets.
 
 
Some comments:

Custom software permits compilation by program, to a degree.

Given administrative turnover, developing a program budget takes time and is difficult to maintain effectively.

The program component of our budget provides enough information for our board and the line item component helps the administration track everything.

We use the old federal accounting handbook categories for schools, breaking it down by program/expense.

We try to give autonomy to principals: large categories of the budget are based on program need and allow for shifting annually as needed.

We are moving to analysis of the budget by program, grade level, etc.

The program budget we are working with is too complex: too many accounts, is unwieldy, entry takes a long time, users tend to invent codes, it is not compatible with the software to allow data to be easily extracted.

We have divided our line item budget into cost centers.
 
 
Sincerely,
 
 
Jim Ambrose
 

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