Phase 5 · Free tool

Project your General Fund forward — and see the gap.

Enter your unrestricted General Fund starting position and your growth assumptions for revenue and expenditure. The tool projects the next several years, flags structural deficits, and checks ending balances against the REU minimum from Ed Code §42127.01.

Start with your district (optional)

We'll prefill starting revenue, expenditure, and beginning fund balance from your latest SACS unaudited actuals — and pre-load revenue and expenditure growth rates based on your district's actual year-over-year trend. Adjust any field before projecting.

District profile

District name (optional)

Current-year starting position

Unrestricted General Fund actuals (or budgeted) for the current fiscal year. The MYP projects forward from these values.

Revenue

Expenditure

Beginning fund balance

Growth assumptions

Annual % growth applied to revenue and expenditure each year of the projection. Stress-test by adjusting either side.

Annual revenue growth

%LCFF COLA + enrollment effects (typical 2–4%)

Annual expenditure growth

%Step+col, settlements, benefits, supplies (typical 3–5%)

Reserve & horizon

Required REU (% of expenditure)

%Per Ed Code §42127.01: 5% if ADA<1,001; 4% if 1,001–24,999; 3% if 25,000–399,999; 2% if ≥400,000

Projection horizon (future years)Standard MYP per AB 1200 = 2 years (current + 2 subsequent)

Final ending balance

$10,401,200

Year +2

Cumulative net surplus/deficit

$4,401,200

Across all projected years

REU compliance

All years

All projection years meet required reserve

No structural deficit projected

Revenue exceeds expenditure in every year of the projection under your current assumptions.

Revenue vs Expenditure

Bars compare annual revenue to expenditure. The line tracks ending fund balance against the dashed REU requirement floor.

Year-by-year detail

Year	Revenue	Expenditure	Net	Ending balance	REU req'd	Cushion
Now	$60,000,000	$58,000,000	+$2,000,000	$8,000,000	$1,740,000	+10.8%
+1y	$61,800,000	$60,320,000	+$1,480,000	$9,480,000	$1,809,600	+12.7%
+2y	$63,654,000	$62,732,800	+$921,200	$10,401,200	$1,881,984	+13.6%

Want this MYP in board-packet form? Download a School-Leaders- branded PDF (with the AI summary if generated).

AI-generated multiyear outlook

Get a plain-language interpretation of your MYP — structural deficit risk, REU implications, and concrete dollar levers — written by Claude. Generation takes 20–60 seconds.

This MYP is a planning model. Actual results depend on enacted state budgets, settlements, enrollment, and SACS coding. For planning purposes only.