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VII.5. First Quarter Financial Report; Bishop CITY OF HOPKINS Memorandum To: Honorable Mayor and Council Members Mike Mornson, City Manager From: Nick Bishop, Finance Director Date: May 15, 2018 Subject: First Quarter Financial Report _____________________________________________________________________ Attached is the presentation for the 4th quarter financial report. If you have any questions in advance please contact me. A full presentation will be given at the council meeting. Finance 2018 1st Quarter Financial Report Prepared by Finance Department General Fund Overview At the end of the 1st quarter Revenues are at 22.52% Expenditures are at 22.19% General Fund Revenues % of Budget Actual Budget Taxes 10,832,857$ 2,686,915$ 24.80% Intergovernmental 1,173,933 93,226 7.94% Licenses, Permits & Fines 779,065 116,005 14.89% Charges for Services 225,650 118,187 52.38% Miscellaneous 423,850 11,863 2.80% Total Revenues 13,435,355$ 3,026,196$ 22.52% Includes estimate for Tax Revenue General Fund Expenditures % of Budget Actual Budget General Government 2,050,121$ 480,589$ 23.44% Community Services 757,749 151,516 20.00% Public Safety 6,569,582 1,575,665 23.98% Public Works 3,016,035 616,518 20.44% Recreation 706,671 98,167 13.89% Urban Development 335,197 59,409 17.72% Total Expenditures 13,435,355$ 2,981,864$ 22.19% Special Revenue Funds Revenues Economic Development, Depot & Art Center include estimated tax revenue and/or transfers % of Budget Actual Budget Chemical Assessment 60,000$ -$ 0.00% Economic Development 402,037 82,834 20.60% Parking 150,500 92,036 61.15% Communications 269,200 65,471 24.32% Depot Coffee House 352,000 69,657 19.79% Art Center 975,626 220,994 22.65% Special Revenue Funds Expenditures % of Budget Actual Budget Chemical Assessment 60,000$ 12,187$ 20.31% Economic Development 245,700 88,947 36.20% Parking 113,529 29,355 25.86% Communications 285,566 50,351 17.63% Depot Coffee House 367,753 76,143 20.70% Art Center 992,908 196,456 19.79% Special Revenue Funds Change in Fund Balance Chemical –have not received reimbursements Art Center –will complete capital projects in later quarters Change In Fund Revenues Expenses Balance Chemical Assessment -$ 12,187$ (12,187)$ Economic Development 82,834 88,947 (6,113) Parking 92,036 29,355 62,681 Communications 65,471 50,351 15,120 Depot Coffee House 69,657 76,143 (6,486) Art Center 220,994 196,456 24,538 Enterprise Funds Revenues % of Budget Actual Budget Water 2,147,085$ 409,085$ 19.05% Sewer 3,088,299 578,467 18.73% Refuse 1,010,500 239,920 23.74% Storm Sewer 810,200 202,334 24.97% Pavilion 445,000 145,933 32.79% Enterprise Funds Expenses % of Budget Actual Budget Water 1,885,915$ 431,681$ 22.89% Sewer 2,607,444 586,276 22.48% Refuse 948,876 174,928 18.44% Storm Sewer 497,049 100,991 20.32% Pavilion 460,817 111,353 24.16% Enterprise Funds Financial Position Net Income Revenues Expenses (Loss) Water 409,085$ 431,681$ (22,596)$ Sewer 578,467$ 586,276$ (7,809)$ Refuse 239,920$ 174,928$ 64,992$ Storm Sewer 202,334$ 100,991$ 101,343$ Pavilion 145,933$ 111,353$ 34,580$ Financial Management Plan Updates Since March 20th Issued 2018 Bonds at 2.9% Interest City Hall and Central Park Remain Unfunded Not anticipated either will be funded with tax levy Financial Management Plan 5 year average = $103 2018 2019 2020 2021 2022 2023 Budget General Fund 1,093 1,178 1,228 1,272 1,328 1,428 Capital Improvements 8 10 10 10 10 10 Arts Center 25 26 41 72 72 72 Pavilion - 4 4 35 35 50 Debt Service 320 375 417 443 441 377 Equipment Fund - 26 26 26 26 26 Total City Levy per Home 1,446 1,619 1,726 1,858 1,911 1,963 $ Increase 150 174 106 132 53 52 Taxes for Median Value Home Projected Next Steps Update background information & other assumptions Tax Capacity Tax Increment Districts Fiscal Disparities New Construction Changes in Market Value Median Home Value Other Updates Franchise Fee Ordinances Expire on 12/31/18 Staff will be proposing an increase to Franchise Fees beginning on 1/1/2019 Staff is also proposing a City Hall Renovation Project Estimated costs are between $3,500,000 and $4,270,000