Civic Finance

Budgets, levies, debt, fund balance and fiscal-stress data for local governments and school districts, straight from state filings.

Capital Region › School districts › Overlapping entities

Fort Edward UFSD

School district · Washington County · Capital Region · OSC municipal code 530929700100 · NYSED BEDS 640601 · OSC name “Fort Edward Union Free School District”

Enrollment 375 (NYSED PTRC) · Meeting coverage: documents

Flags

Unrestricted fund balance above 4% limit

NYSED Property Tax Report Card 2026-27: adjusted unrestricted fund balance reported as 9.17% of the budget; Real Property Tax Law §1318 limits it to 4%.

Source: ptrc-2026-27 ⓘ

Compared with Capital Region school districts

IndicatorFort Edward UFSDPeer medianPercentilePeersBasis
Operating spending per pupil$37,319$31,73376th73AFR 2025, operating funds (our calc)
Property tax per pupil$9,665$14,11721st73AFR 2025 real property taxes (our calc)
Debt per pupil$7,560$15,26713th71AFR 2025 debt detail, year-end outstanding
Debt service % of operating spending6.9%6.9%50th73AFR 2025 (our calc)
State aid % of operating revenue60.5%45.9%84th73AFR 2025 (our calc)
Fund balance ratio (OSC FSMS)11.9%5.5%69th73OSC FSMS FY2025
Operating spending growth over 5 AFR years35.3%21.3%88th73AFR 2021–2025 (our calc)
Levy growth15.5%11.8%80th732021-22–2026-27 NYSED PTRC
Budget per pupil (NYSED PTRC)$37,942$33,72775th73NYSED PTRC 2026-27
FSMS fiscal stress score (higher = more stress)6.7073rd73OSC FSMS FY2025

Percentile = share of same-class peers in the region with a lower value. A high or low percentile is context, not a judgment. Sales tax for towns and villages is county distribution revenue.

Five-year picture

Operating funds: revenue vs. spending RevenueSpending
$0k$3.8M$7.5M$11.3M$15.0M2019202020212022202320242025Revenue 2019: $12.0MRevenue 2020: $12.9MRevenue 2021: $12.2MRevenue 2022: $12.7MRevenue 2023: $13.3MRevenue 2024: $14.6MRevenue 2025: $13.7MSpending 2019: $14.2MSpending 2020: $15.0MSpending 2021: $10.3MSpending 2022: $11.4MSpending 2023: $12.8MSpending 2024: $13.2MSpending 2025: $14.0M

Our calculation from OSC AFR account data: all funds except custodial (T*), capital projects (H), fixed-asset (K) and long-term debt (W) groups, excluding interfund transfers and debt proceeds.

General fund surplus / deficit General fund result (incl. transfers)
$-2.2M$-1.2M$-186k$811k$1.8M2019202020212022202320242025General fund result (incl. transfers) 2019: $-2.2MGeneral fund result (incl. transfers) 2020: $1.2MGeneral fund result (incl. transfers) 2021: $1.8MGeneral fund result (incl. transfers) 2022: $1.3MGeneral fund result (incl. transfers) 2023: $652kGeneral fund result (incl. transfers) 2024: $1.3MGeneral fund result (incl. transfers) 2025: $-1.6M

OSC AFR, fund A, revenues and other sources minus expenditures and other uses (our calculation). Planned use of fund balance appears as a deficit.

Debt Debt outstandingDebt service
$0k$1.9M$3.8M$5.6M$7.5M2019202020212022202320242025Debt outstanding 2019: $7.5MDebt outstanding 2020: $6.7MDebt outstanding 2021: $5.8MDebt outstanding 2022: $5.1MDebt outstanding 2023: $4.4MDebt outstanding 2024: $3.6MDebt outstanding 2025: $2.8MDebt service 2019: $1.0MDebt service 2020: $3.6MDebt service 2021: $1.3MDebt service 2022: $971kDebt service 2023: $1.0MDebt service 2024: $1.1MDebt service 2025: $966k

Year-end debt outstanding (OSC AFR debt detail) and debt service expenditures (OSC AFR).

School tax levy vs. levy limit (NYSED PTRC) Proposed levyLevy limit
$0k$980k$2.0M$2.9M$3.9M2021-222022-232023-242024-252025-262026-27Proposed levy 2021-22: $3.4MProposed levy 2022-23: $3.5MProposed levy 2023-24: $3.5MProposed levy 2024-25: $3.6MProposed levy 2025-26: $3.7MProposed levy 2026-27: $3.9MLevy limit 2021-22: $3.4MLevy limit 2022-23: $3.5MLevy limit 2023-24: $3.5MLevy limit 2024-25: $3.6MLevy limit 2025-26: $3.7MLevy limit 2026-27: $3.9M
Proposed budget per pupil (PTRC budget ÷ enrollment) Budget per pupil
$0k$9k$19k$28k$38k2021-222022-232023-242024-252025-262026-27Budget per pupil 2021-22: $26kBudget per pupil 2022-23: $29kBudget per pupil 2023-24: $34kBudget per pupil 2024-25: $36kBudget per pupil 2025-26: $37kBudget per pupil 2026-27: $38k
OSC FSMS fund balance ratio
FY202322.1%FY202419.4%FY202511.9%

Unassigned fund balance ÷ adjusted expenditures, as computed by OSC.

OSC FSMS fiscal stress score (higher = more stress)
FY201980 Significant Fiscal StressFY202033.3 Susceptible Fiscal StressFY20220 No DesignationFY20230 No DesignationFY20240 No DesignationFY20256.7 No Designation

OSC's own scores and designations. 'Not filed' rows mean the AFR was not filed in time to be scored.

Annual Financial Report series

YearOperating revenueOperating spendingGF revenue (incl. transfers)GF spending (incl. transfers)Property taxSales taxState aidDebt serviceDebt outstandingSource
2019 (FYE 2019-06-30)$12,016,821$14,153,563$11,152,853$13,332,920$3,311,747$0$7,580,050$1,041,854$7,520,000afr-2019 ⓘ · debt-2019 ⓘ
OSC snapshot 2026-09-30
2020 (FYE 2020-06-30)$12,891,613$15,015,801$12,930,258$11,714,472$3,323,412$0$7,672,134$3,633,579$6,730,000afr-2020 ⓘ · debt-2020 ⓘ
OSC snapshot 2026-09-30
2021 (FYE 2021-06-30)$12,176,088$10,345,760$11,493,968$9,685,395$3,338,046$0$7,421,930$1,278,122$5,800,000afr-2021 ⓘ · debt-2021 ⓘ
OSC snapshot 2026-09-30
2022 (FYE 2022-06-30)$12,711,557$11,366,473$11,481,593$10,162,743$3,398,888$0$7,727,899$971,050$5,105,000afr-2022 ⓘ · debt-2022 ⓘ
OSC snapshot 2026-09-30
2023 (FYE 2023-06-30)$13,283,711$12,799,902$11,981,836$11,329,903$3,453,023$0$7,977,846$1,046,075$4,375,000afr-2023 ⓘ · debt-2023 ⓘ
OSC snapshot 2026-09-30
2024 (FYE 2024-06-30)$14,555,236$13,237,702$12,764,423$11,422,240$3,530,280$0$8,548,634$1,094,183$3,620,000afr-2024 ⓘ · debt-2024 ⓘ
OSC snapshot 2026-09-30
2025 (FYE 2025-06-30)$13,658,452$13,994,626$12,544,057$14,182,922$3,624,242$0$8,268,048$966,000$2,835,000afr-2025 ⓘ · debt-2025 ⓘ
OSC snapshot 2026-09-30

Operating and property-tax figures are our sums of OSC account-level data (independent calculation, not OSC's own totals); GF = general fund (A).

Tax cap filings (OSC)

Fiscal yearPrior levyProposed levyLevy limitLimit minus proposedLevy growthOverride planned
2019$3,000,000$3,006,759$3,006,759$00.2%No
2020$3,000,000$3,008,342$3,027,342$19,0000.3%No
2021$3,007,723$3,007,723$3,090,770$83,0470%No
2022$3,007,723$3,392,089$3,392,089$012.8%Yes
2023$3,392,089$3,459,931$3,459,931$02%No
2024$3,459,931$3,537,731$3,537,731$02.3%No
2025$3,537,731$3,602,350$3,623,422$21,0721.8%No
2026$3,623,422$3,701,875$3,702,833$9582.2%No
2027$3,695,528$3,918,588$4,013,341$94,7536%No

Source: taxcap ⓘ, snapshot 10/09/2026. Highlighted rows: proposed levy above the computed limit. Filings are as submitted to OSC before budget adoption; a later fiscal year that has not been filed yet does not appear.

OSC Fiscal Stress Monitoring System

FYStress designationFiscal scoreEnvironmental ratingEnv. scoreSource
2019Significant Fiscal Stress80No Designation23.3fsms-school-2019 ⓘ
2020Susceptible Fiscal Stress33.3Susceptible Environmental Stress35fsms-school-2020 ⓘ
2022No Designation0Susceptible Environmental Stress43.3fsms-school-2022 ⓘ
2023No Designation0No Designation8.3fsms-school-2023 ⓘ
2024No Designation0No Designation13.3fsms-school-2024 ⓘ
2025No Designation6.7No Designation13.3fsms-school-2025 ⓘ

FSMS fund balance (Indicator 1): FY2023 22.1% ($2,497,272 of $11,329,903) fsms-ind1-school-2023 ⓘ · FY2024 19.5% ($2,186,273 of $11,338,148) fsms-ind1-school-2024 ⓘ · FY2025 11.9% ($1,533,035 of $14,182,922) fsms-ind1-school-2025 ⓘ

OSC has no school FSMS summary file for FY2021 online; that year is blank.

NYSED Property Tax Report Cards

School yearProposed budgetBudget changeProposed levyLevy changeLevy limit (excl. exemptions)Limit minus levyEnrollmentPer pupilUnrestricted FB % of budgetSource
2021-22$11,096,764-0.7%$3,392,08912.8%$3,392,089$0431$25,74710.4%ptrc-2021-22 ⓘ
2022-23$11,779,3486.2%$3,459,9312%$3,459,931$0413$28,52110.1%ptrc-2022-23 ⓘ
2023-24$12,449,6265.7%$3,537,7312.3%$3,537,731$0366$34,0155.4%ptrc-2023-24 ⓘ
2024-25$13,386,4007.5%$3,623,4222.4%$3,601,878$0375$35,6974.4%ptrc-2024-25 ⓘ
2025-26$13,461,5590.6%$3,695,5282%$3,668,570$0363$37,0844%ptrc-2025-26 ⓘ
2026-27$13,393,492-0.5%$3,918,5886%$3,918,588$0353$37,9429.2%ptrc-2026-27 ⓘ

Figures are the district's proposed budget as reported on its Property Tax Report Card before the May vote. Per pupil = proposed budget ÷ PTRC enrollment (our calculation; NYSED Fiscal Profiles were not reachable from our servers, so audited per-pupil spending is not shown).

Budget votes (NYSED)

Share voting yes
2022-2368.3%2023-2479.4%2024-2576.7%2025-2675.3%2026-2782.3%

Majority approval is needed unless the levy exceeds the limit (60%).

School yearRoundYesNo% yesResultSource
2022-23Vote1406568.3%Passedvote-2022-23 ⓘ
2023-24Vote1433779.4%Passedvote-2023-24 ⓘ
2024-25Vote1554776.7%Passedvote-2024-25 ⓘ
2025-26Vote1314375.3%Passedvote-2025-26 ⓘ
2026-27Vote1022282.3%Passedvote-2026-27 ⓘ

OSC audits (2)

Source: osc-audits ⓘ. Matched by entity name in the report title.

In meetings

Context only. These links point to meetings where budget, levy, fund balance, debt or audits came up; they are not used in any figure above.

Budget-related meeting documents (2)

All documents for this entity

Profile data as JSON: /api/entity/washington-county/fort-edward-ufsd.json