District Financials

The Yamhill Carlton School District, along with all school districts in Oregon, is required by state law to adopt a balanced budget each year. In June of each year, the Board of Education formally adopts the budget for the upcoming fiscal year.

Budget development is a constant, year-round process involving ongoing planning and evaluation as part of a regular budget process timeline. Each year, the budget must:

  • Establish the maximum amounts that the district can spend for each of its several funds
  • Be balanced, with beginning balances and projected revenues matching or exceeding spending (also referred to as "expenditures") plus reserves
  • Cover the fiscal year (July 1 through June 30 of each year)

All school districts face ongoing budgetary challenges and influences that can include an individual state's own budget crisis, declining enrollment, changes in federal revenue allocations, and the timing out of grants or special funding. These issues mean the district's Business Manager must monitor state and school district finance issues on a constant basis.

Where Does Our Budget Money Come From?

The process for funding a public school district in Oregon is not simple. All districts rely on revenue from three primary sources: federal, state and local. Some funding sources have specific restrictions. This means the ability to be flexible with district revenue is limited.

The sections and links in District Financials section of this website are provided information regarding financial statements and information for the Yamhill Carlton School District.  This information is stewarded by Tami Zigler, Business Manager.  More information can be obtained by calling the district office at 503-852-6980. 

Below are some commonly needed financial forms for staff: