Free Fiscal Health Check — Municipal Analytics

Free fiscal health check

Where does your community's budget really stand?

Enter a handful of figures from your latest financial report and get an honest, benchmarked read on your fiscal health — scored on the same frameworks bond-rating analysts use. No signup required.

Based on GFOA & ICMA methodology5 scored domains~5 minutesNo signup

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See it in action:

Community

Population*Statistical section / U.S. Census

General fund operations

Total general fund revenues*Statement of Revenues, Expenditures & Changes in Fund Balances — Governmental FundsOwn-source revenues (taxes + charges + fees)*Same statement — revenue detail, excluding intergovernmentalIntergovernmental revenue*Same statement — intergovernmental line(s)Total general fund expenditures*Same statement — total expendituresOperating transfers in*Same statement — Other financing sourcesOperating transfers out*Same statement — Other financing usesTotal governmental-funds revenues (all funds)*Same statement — Total column, Total revenues (used as the debt-burden base per Brown)Largest single revenue source ($)Statement of Rev/Exp — the single biggest DISTINCT line (e.g. property tax, a specific fee), not the lumped 'taxes' total

Reserves & liquidity

Unassigned / unrestricted GF balance*GF Balance Sheet — fund-balance sectionTotal GF fund balance*GF Balance Sheet — fund-balance sectionGF cash & investments*GF Balance Sheet — assetsGF current liabilities*GF Balance Sheet — liabilities

Debt & long-term liabilities

Direct long-term debt outstanding*Notes — long-term liabilities; Statement of Net PositionTotal governmental debt service (principal + interest)*Statement of Rev/Exp — Total column debt-service rows (often paid from a separate Debt Service Fund)Net pension liability (proportionate share)Notes / RSI; Statement of Net Position (governmental activities)Net OPEB liabilityNotes / RSI; Statement of Net Position (governmental activities)

Prior year (unlocks trend + projection)

Prior-year total GF revenuesPrior-year statementPrior-year total GF expendituresPrior-year statementPrior-year unassigned GF balancePrior-year balance sheet

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