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Making School Finance Data Work for Everyone
Smiling schoolchildren next to a school bus

 

When districts need to understand their financial health but can’t afford expensive data visualization tools, they’re at a disadvantage, and have typically only had two options: They could pay significant fees to software companies for visualization tools, or they could work with data in formats that were difficult to analyze.

Joli Valentino, PSESD’s executive director of business and operations, envisioned a fiscal dashboard that would serve all districts. Under her leadership and the direction of Justin Lanting, director of school finance, a team spanning four educational service districts — PSESD, ESD 113, ESD 114, and ESD 171 — built a free, interactive fiscal dashboard using data from OSPI.

“Our region includes some of the largest school districts in the state, but also many smaller districts that face steeper barriers to accessing such tools,” Lanting says. “This tool is designed to provide clear, actionable insights so every district, regardless of size, can make informed financial decisions.”

Assistant Fiscal Officer Stephen Lord led the visualization work, creating a tool that pulls together fund balances, financial health indicators, revenue and expenditure reports, staffing charts, and enrollment data by fiscal year and program type, all organized by National Center for Education Statistics (NCES) object codes.

Because district financial data is already public record, the dashboard makes that information easier to see and understand — giving every district, regardless of size or budget, the tools to make informed decisions about their fiscal future.

The dashboard turns complex financial data into clear, visual information, giving districts the confidence to make strategic decisions — whether planning for growth or advocating for resources — and to demonstrate to their communities how they’re using public funds responsibly.

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