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A one-stop policy shop from MoakCasey, LLC
MoakCasey has updated its
Summary of Finance template
We have made the following updates on the latest version of our Summary of Finance template (Version 8):
  • Significantly revised the amount of data and the way it is stored under the hood in order to reduce file size. As a result, there will no longer be a “full” and a “lite” version.
     
  • Dropped 2023-24 and added 2029-30.
     
  • Updated to latest SOF student counts as of March 23 for both 2025-26 and 2024-25. For 2025-26, the template uses DPE data, which is based on PEIMS attendance submissions covering the fall semester. The template also now uses trends from 2024-25 and 2025-26 to project future years (i.e., no longer relies on attendance projections submitted in TEAL from Winter 2024).
     
  • The template reflects the latest tax year 2025 data from the Comptroller’s office that was recertified on March 10.
     
  • A minor error on the WADA Detail Report was corrected. Thanks to Pat at Hondo ISD for catching that!
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Your Texas School Policy Network Team
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MoakCasey, All rights reserved.


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