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VII.3. 3rd Quarter Financial Report; Bishop CITY OF HOPKINS Memorandum To: Honorable Mayor and Council Members Mike Mornson, City Manager From: Nick Bishop, Finance Director Date: October 20, 2020 Subject: 3rd Quarter Financial Report _____________________________________________________________________ The 3rd Quarter Financial Report will cover 3rd Quarter results and discuss CARES Act Funding. A full presentation will be given at the city council meeting. Finance 3rd Quarter Financial Report October 20, 2020 Prepared by Finance Department General Fund Revenues At the end of the 3rd quarter Revenues are at 80.57% of Budget Includes $1,485,183 of CARES Act Funding Projected Tax Collection Rate of 96% 2019 Q3 Revenues were at 74.58% General Fund Revenues % of Budget Actual Budget Taxes 12,567,105$ 9,048,316$ 72.00% Intergovernmental 1,352,946 2,401,645 177.51% Licenses, Permits & Fines 775,065 513,756 66.29% Charges for Services 251,250 145,453 57.89% Miscellaneous 415,350 268,434 64.63% Total Revenues 15,361,716$ 12,377,603$ 80.57% General Fund Expenditures At the end of the 3rd quarter Expenditures are at 73.72% Includes $960,860 of unbudgeted CARES expenditures (projected) Includes $524,323 of budgeted CARES expenditures which are being used for a substantially different use as a result of COVID-19 2019 Q3 Expenditures were at 70.99% General Fund Expenditures % of Budget Actual Budget General Government 2,481,743$ 2,692,953$ 108.51% Community Services 863,252 543,218 62.93% Public Safety 7,460,272 5,234,022 70.16% Public Works 3,442,841 2,208,602 64.15% Recreation 783,082 434,134 55.44% Urban Development 330,525 212,226 64.21% Total Expenditures 15,361,715$ 11,325,156$ 73.72% Special Revenue Funds Revenues % of Budget Actual Budget Chemical Assessment 65,000$ 46,873$ 72.11% Economic Development 467,951 391,783 83.72% Parking 154,524 94,619 61.23% Communications 238,014 169,581 71.25% Depot Coffee House 307,412 160,107 52.08% Art Center 1,185,836 541,753 45.69% Special Revenue Funds Expenditures % of Budget Actual Budget Chemical Assessment 65,000$ 47,269$ 72.72% Economic Development 430,345 305,298 70.94% Parking 150,690 117,547 78.01% Communications 238,656 176,306 73.87% Depot Coffee House 307,412 161,447 52.52% Art Center 1,125,836 492,987 43.79% Special Revenue Funds Financial Position Change Ending In Fund Fund Revenues Expenses Balance Balance Chemical Assessment 46,873$ 47,269$ (396)$ (20,526)$ Economic Development 391,783 305,298 86,485 3,283,407 Parking 94,619 117,547 (22,928) 113,450 Communications 169,581 176,306 (6,725) 536,643 Depot Coffee House 160,107 161,447 (1,340) (65,878) Art Center 541,753 492,987 48,766 (1,182,325) Enterprise Funds Revenues % of Budget Actual Budget Water 2,256,004$ 1,532,707$ 67.94% Sewer 3,052,340 1,922,902 63.00% Refuse 1,006,206 750,370 74.57% Storm Sewer 793,532 604,437 76.17% Pavilion 781,500 525,476 67.24% Enterprise Funds Expenses % of Budget Actual Budget Water 2,235,099$ 1,491,282$ 66.72% Sewer 3,025,741 2,002,234 66.17% Refuse 1,008,049 744,672 73.87% Storm Sewer 621,945 478,732 76.97% Pavilion 702,256 720,416 102.59% Enterprise Funds Financial Position All funds include depreciation expense Net Income Revenues Expenses (Loss) Water 1,532,707$ 1,491,282$ 41,425$ Sewer 1,922,902 2,002,234 (79,332) Refuse 750,370 744,672 5,697 Storm Sewer 604,437 478,732 125,705 Pavilion 445,749 720,416 (274,667) Enterprise Funds Cash Flow Revenues Cash Disbursements Increase (Decrease) in Working Capital Water 1,532,707$ 1,463,308$ 69,399$ Sewer 1,922,902 1,869,710 53,192 Refuse 750,370 699,290 51,080 Storm Sewer 604,437 405,392 199,045 Pavilion 525,476 595,777 (70,301) *Adjusted for depreciation and bond principal payments Next Steps Meeting Date Meeting Type Subject Details October 6 (Prior) Regular Meeting Financial Management Plan (FMP) Update -Overview of the FMP, prior tax increases and debt October 13 (Prior) Work Session Review Capital Improvement Plan (CIP) and Equipment Replacement Plan (ERP) -Equipment Replacement Levy -Park Dedication Fund -Capital Improvement Levy (City Buildings) -Permanent Improvement Revolving Fund (Street Projects) October 20 (Tonight) Regular Meeting Quarterly Financial Report Next Steps Meeting Date Meeting Type Subject Details November 4 (Wednesday) Regular Meeting Budget Review -TBD November 10 Work Session Review Special Revenue Budgets,Activity Center Budget, Enterprise Fund Budgets and Utility Rates -Chemical Assessment -Economic Development -Parking -Communications -Depot -Arts Center -Activity Center -Water -Sewer -Storm Sewer -Refuse -Pavilion November 17 Regular Meeting Approve CIP, ERP & Utility Rates November 30 (Monday) Regular Meeting Truth in Taxation Hearing -Overview of 2021 Budget & Tax Levy -Public Comment Next Steps Meeting Date Meeting Type Subject Details December 1 Regular Meeting Budget Review -Final Comments from Council on Budget December 15 Regular Meeting Approve Final Budget & Tax Levy -Last scheduled meeting to approve