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Charter School Annual Information Update

Information and instructions for completing the online Charter School Annual Information Update.

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General Information

The Charter School Annual Information Update (Information Update) provides an opportunity for charter schools to verify and update information that is on file with the California Department of Education (CDE) for the upcoming school year. The Information Update is made accessible to all active charter schools. New charter schools that have not yet started serving students do not complete nor have access to the Information Update.

The 2023–24 Information Update was released on March 27, 2023. The deadline to submit the Information Update was May 8, 2023. For charter schools that did not complete the Information Update by the aforementioned deadline, prior-year data (including funding type) has been carried over for the 2023–24 school year.

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Data Results

Data collected via the Information Update for 2022–23 and 2023–24 are provided below. All data are provided as reported by the charter school.

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Data Fields

The 2023–24 Information Update included the following sections. An asterisk (*) indicates that the section was added to and/or updated for this year.

  1. Charter School Information
  2. Early and Middle College High School* New
  3. Instructional Type
  4. Funding Type
  5. Reporting Type
  6. Facility Type
  7. Special Education
  8. Unique Entity Identifier
  9. Exclusive Partnership* New
  10. Organizational Type* Updated
  11. Retirement System
  12. Certification

Charter School Information

Indicate if the charter school changed its name in 2022–23.

If yes, enter the charter school’s previous name.

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Early and Middle College High School

*The Early and Middle College High School section is new to the Information Update this year.

Indicate if the charter school is an Early College High School (ECHS) or a Middle College High School (MCHS), as outlined in California Education Code (EC) sections 11302 External link opens in new window or tab. and 11300 External link opens in new window or tab..

ECHS and MCHS are dual enrollment opportunities through which students can earn college credit while attending high school.

  • ECHS: An innovative partnership between charter or non-charter public secondary schools and a local community college, the California State University, or the University of California that allows pupils to earn a high school diploma and up to two years of college credit in four years or less. ECHS are small, autonomous schools that blend high school and college into a coherent educational program.
  • MCHS: A secondary school located on a community college campus offering challenging academic programs and designed to serve high-potential, high-risk students. A MCHS offers effective support services, small class sizes, and the opportunity for students to concurrently take some college classes at typically minor cost to the student.

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Instructional Type

Indicate the charter school’s instructional type:

  • Classroom-based: Pursuant to EC Section 47612.5(e) External link opens in new window or tab., classroom-based instruction occurs when at least 80 percent of the instructional time offered by the charter school is at the school site and the attendance of all pupils is claimed at the school site for at least 80 percent of the minimum required instructional time. If the charter school meets these requirements, “classroom-based” should be selected.
  • Nonclassroom-based: Pursuant to EC Section 47612.5(e)(2) External link opens in new window or tab., if the charter school does not meet the requirements of classroom-based instruction, “nonclassroom-based instruction” should be selected.
  • Combination: If the charter school offers approximately 80 percent classroom-based instruction and approximately 20 percent nonclassroom-based instruction, “combination” should be selected.

If nonclassroom-based instruction is offered, indicate if the charter school operates additional sites including resource centers, meeting spaces, or other satellite facilities. Provide the following information of up to three additional site(s):

  • Site name
  • Physical address of the site, including city, state, and nine-digit zip code
  • District in which the site is located
  • County in which the site is located
  • Number of students served at the site

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Funding Type

Indicate the charter school’s funding type.

A charter school may be either directly or locally funded. The decision on whether to be funded directly or locally generally impacts the method of allocating funds as well as the receipt of those funds. The selection also affects how a charter school applies for funding, including but not limited to, other state funds, federal funds, grants, and consolidated applications.

  • Direct Funded: Local Control Funding Formula (LCFF) apportionment funds for a directly funded charter school flow directly to the county treasurer and then to the charter school. A direct funded charter school is fully responsible for all California Assessment of Student Performance and Progress (CAASPP) administration. The charter school’s CAASPP scores are reported as its own local educational agency (LEA) (i.e., independently).
  • Locally Funded: LCFF apportionment funds are calculated separately for a locally funded charter school; funds flow through its authorizing LEA. A locally funded charter school administers all CAASPP assessments with its authorizing LEA. The charter school’s CAASPP scores are reported with its authorizing LEA (i.e., through its authorizer).

Important: Due to the impact that funding type selection has on many programs, the funding type selected may not be changed during the fiscal year. This designation may be reconsidered on an annual basis and updated via the Information Update. Given its various implications, the CDE encourages a charter school wanting to change its funding type to first discuss the change with its authorizing LEA.

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Reporting Type

Indicate the charter school’s reporting type.

A charter school may elect to report data to the California Longitudinal Pupil Achievement Data System (CALPADS) and California Basic Educational Data System (CBEDS) one of two ways: independently or through its authorizing LEA. The same reporting method must be used for both CALPADS and CBEDS data.

  • Independent: A charter school that selects “independent” reports its CALPADS and CBEDS data directly to the CDE (independent of its authorizing LEA).
  • Through Authorizer: A charter school that selects “through authorizer” has its authorizing LEA report its CALPADS and CBEDS data to the CDE.

Important: Once the Information Update closes, changes to a charter school’s reporting type will be reviewed on a case-by-case basis; no changes will be processed after Census Day—the first Wednesday in October. Requests for reporting type changes will be reflected in CALPADS only after the End-of-Year (EOY) data submission period, including the amendment window, has been completed. Because the EOY data submission period overlaps with the next reporting year, a charter school must retain their current reporting status until the EOY submission data are certified. Data submission period dates can be found in the CALPADS Snapshot Collection Windows and Certification Deadlines table at CALPADS Calendar.

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Facility Type

Indicate if the charter school will be occupying district facilities, as outlined in EC Section 47614 External link opens in new window or tab..

If yes, report the per-square-foot charge to be paid to the school district. Refer to Charter School Use of School District Facilities for more information.

If the school district does not charge a per-square-foot fee, describe the facility cost agreement (i.e., 3 percent oversight, 2 percent of revenue, or no fees charged).

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Special Education

Input the following information of the charter school’s special education administrator:

  • Name
  • Email address
  • Telephone number

Indicate with which Special Education Local Plan Area the charter school is associated.

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Unique Entity Identifier

Indicate if the charter school has a Unique Entity Identifier (UEI).

If yes, enter the twelve-character UEI without any spaces. To check the UEI status of a charter school, visit System of Award Management External link opens in new window or tab..

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Exclusive Partnership

*The Exclusive Partnership section is new to the Information Update this year.

Indicate if the charter school provides instruction exclusively in partnership, pursuant to EC Section 47612.1 External link opens in new window or tab..

An exclusive partnership applies to a charter school that provides instruction exclusively in partnership with one of the four following federal programs:

  1. Federal Workforce Innovation and Opportunity Act, pursuant to United States Code, Title 29 Section 3101 et seq.
  2. Federally Affiliated Youth Build Programs
  3. Federal Job Corps Training or Instruction, provided pursuant to a memorandum of understanding with the federal provider
  4. California Conversation Corps or Local Conservation Corps, certified by the California Conservation Corps pursuant to Public Resources Code sections 14406 or 14507.5

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Organizational Type

* The Organizational Type section was updated this year to eliminate “None” as an option.

Indicate the organizational type with which the charter school is operated by and/or affiliated with.

Note: A local school district or county office of education is not considered a Charter Management Organization (CMO) or a Single Management Organization for the purposes of this section.

  • Charter Management Organization: A non-profit organization that operates or manages a network of charter schools (either through a contract or as the charter holder) linked by centralized support, operations, and oversight.
  • Single Management Organization: A non-profit organization that is not a CMO and that provides management services to a single charter school.
  • Other: A non-profit organization that does not meet the definition of a CMO or Single Management Organization.

Input the exact name, address, and Employer Identification Number (EIN) of the organization as filed with the Internal Revenue Services (IRS). A full list of California organizations is available at IRS Exempt Organization Business Master File Extract External link opens in new window or tab..

  • Name
  • Physical address, including city, state, and nine-digit zip code
  • Mailing address, including city, state, and nine-digit zip code
  • EIN (enter the nine-digit number without characters or spaces)

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Retirement System

Indicate all retirement offerings for any charter school employee. It is not necessary to separate classified and certificated staff, even though the retirement options may differ for those employee designations.

  • CalSTRS
  • CalPERS
  • Other
  • None

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Indicate the following of the authorized representative of the charter school:

  • Name
  • Title
  • Email address
  • Telephone number

Once the Information Update is submitted, a summary of the submitted data may be printed.

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Return to Administrative Functions

Questions: Charter Schools Division | | 916-322-6029 
Last Reviewed: Friday, July 7, 2023
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