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Financial data collection

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The Queensland Government collects school financial data from non-state schools in order to devise a measure of school resources—the School Resource Index (SRI). The SRI is applied to recurrent grant allocations (as part of the needs component) and is updated each year through the annual collection of financial data.

Chapter 13, Part 3 of the Education (General Provisions) Act 2006 (the Act) authorises the collection of this data.

Under Section 370 of the Act, the governing body of a non-state school must, on or before 30 June each year, give the Queensland Minister for Education financial data, for the school, relating to the previous year of operation of the school. Only schools that have been in operation for the whole of the previous year are required to provide the data.

Section 370(4) of the Act states the source of the data must be the audited financial statements for the school's governing body for the relevant year.

The data to be entered is identical to that provided to the Commonwealth's Department of Education, Skills and Employment and includes details of the school's:

  • recurrent income
  • capital income
  • recurrent expenses
  • capital expenses
  • trading activities
  • loans
  • other financial information.

As the information derived from the collection is used to determine the SRI, it is imperative that all schools ensure the accuracy of the data provided and that the data collection form is submitted by the due date.

Section 372 of the Act outlines the penalties for providing false or misleading information or documents to the Minister, and section 373 relates to the confidentiality of the data provided.

The approved Financial Data Collection form templates are as follows:

Do not complete the above templates as they are for reference only.

The forms contained within this page were first published on 30 May 2018.

Financial data collection 2021 (2020 data)

For independent schools to complete and return the form:

  1. download the financial data collection 2021 (2020 data) form
  2. if prompted, select ‘Enable content’ to enable the macros
  3. complete the form and save a copy using the format: School Code School Name (eg. 5555 St Mark’s School). Queensland school codes are available on the Queensland school codes spreadsheet
  4. email the completed Excel form as an attachment to OfficeOfNonStateEducation@qed.qld.gov.au by 30 June 2021.

Contact us

Office of Non-State Education
Telephone: (07) 3513 6746
Email: OfficeOfNonStateEducation@qed.qld.gov.au

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Last updated 28 May 2021