PMA Illinois Resources

Illinois School Finance Levy Worksheet for LY25

Click here to save the Excel document.

Note that opening and using the PMA levy worksheet through Google Sheets renders the worksheet unreliable. When a user opens the worksheet through Google Sheets, many of the features, functions, and protections built into the worksheet are compromised and may not generate the intended results or may unnecessarily provide error messages. Please note that if a user chooses to open the worksheet through Google Sheets, PMA cannot ensure the reliability of the results.

Monthly Interest Allocation Spreadsheets

For schools, click here to save the excel document.

For municipalities, click here to save the excel document.

For community colleges, click here to save the excel document.

The Interest Allocation Spreadsheet is designed to assist school districts, community colleges, and municipalities with allocating their total interest earned to their different accounting funds. It has been prepared by PTMA for informational and educational purposes only for units of local government without regard to any particular entity’s investment objectives, financial situation or means. The content is not to be construed as a recommendation, solicitation or offer to engage in an issuance, or to buy or sell any security, financial product or instrument, or to participate in any particular trading strategy in any jurisdiction in which such an offer or solicitation, or trading strategy would be illegal. Nor does it constitute any legal, tax, accounting or investment advice of services regarding the suitability or profitability of any security or investment. PTMA and its employees do not offer tax or legal advice. Although the information contained herein has been obtained from third-party sources believed to be reliable, PTMA cannot guarantee the accuracy or completeness of such information. It is understood that PTMA is not responsible for any errors or omissions in the content or output of this document and the information is being provided to you on an “as is” basis without warranties or representations of any kind. The analysis or information presented is based upon current market conditions which are subject to change.