Loading...
VII.3. 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 18, 2021 Subject: First Quarter Financial Report _____________________________________________________________________ Attached is the presentation for the 1st quarter financial report. If you have any questions in advance please contact me. A full presentation will be given at the council meeting. Finance 2021 1st Quarter Financial Report Prepared by Finance Department General Fund Overview At the end of the 1st quarter Revenues are at 22.72% Expenditures are at 19.32% General Fund Revenues % of Budget Actual Budget Taxes 12,896,352$ 3,202,138$ 24.83% Intergovernmental 1,474,671 92,610 6.28% Licenses, Permits & Fines 784,515 149,072 19.00% Charges for Services 229,550 52,600 22.91% Miscellaneous 365,750 82,532 22.57% Total Revenues 15,750,838$ 3,578,953$ 22.72% General Fund Expenditures % of Budget Actual Budget General Government 2,488,599$ 601,560$ 24.17% Community Services 465,218 79,086 17.00% Public Safety 8,223,352 1,564,047 19.02% Public Works 3,469,191 585,689 16.88% Recreation 756,557 153,630 20.31% Urban Development 347,921 59,525 17.11% Total Expenditures 15,750,838$ 3,043,537$ 19.32% General Fund Performance Dashboard YTD TOTAL REVENUES 3,578,953$ EXPENDITURES 3,043,537$ % of Budget 183,040$ 77,084$ OVER/(UNDER) YEAR/YEAR VARIANCE 20% 54% 19% 2%3%2% Expense by Department GENERAL GOVERNMENT PUBLIC SAFETY PUBLIC WORKS RECREATION COMMUNITY SERVICES URBAN DEVELOPMENT 90% 3% 4% 1% 2% Revenue by Source Taxes Intergovernmental Licenses, Permits & Fines Charges for Services Miscellaneous 22.72% 19.32% Special Revenue Funds Revenues % of Budget Actual Budget Chemical Assessment 65,000$ 16,250$ 25.00% Economic Development 503,070 120,452 23.94% Parking 121,500 38,269 31.50% Communications 243,000 60,080 24.72% Depot Coffee House 233,000 38,292 16.43% Art Center 1,084,159 189,821 17.51% Special Revenue Funds Expenditures % of Budget Actual Budget Chemical Assessment 65,000$ 8,821$ 13.57% Economic Development 498,900 51,150 10.25% Parking 154,875 32,193 20.79% Communications 251,224 35,059 13.96% Depot Coffee House 247,266 38,195 15.45% Art Center 1,024,159 101,723 9.93% Special Revenue Funds Financial Position Change Ending In Fund Fund Revenues Expenses Balance Balance Chemical Assessment 16,250$ 8,821$ 7,429$ (19,727)$ Economic Development 120,452 51,150 69,302 4,531,406 Parking 38,269 32,193 6,076 66,179 Communications 60,080 35,059 25,021 355,641 Depot Coffee House 38,292 38,195 97 (90,583) Art Center 189,821 101,723 88,098 (931,923) Enterprise Funds Revenues % of Budget Actual Budget Water 2,292,074$ 489,616$ 21.36% Sewer 3,105,587 739,947 23.83% Refuse 1,001,941 237,163 23.67% Storm Sewer 789,332 200,046 25.34% Pavilion 823,500 232,088 28.18% Enterprise Funds Expenses % of Budget Actual Budget Water 2,198,674$ 458,944$ 20.87% Sewer 2,963,236 653,940 22.07% Refuse 1,029,220 186,027 18.07% Storm Sewer 596,969 174,189 29.18% Pavilion 1,098,359 257,158 23.41% Enterprise Funds Financial Position All funds include depreciation expense Net Income Revenues Expenses (Loss) Water 489,616$ 458,944$ 30,672$ Sewer 739,947$ 653,940$ 86,007$ Refuse 237,163$ 186,027$ 51,136$ Storm Sewer 200,046$ 174,189$ 25,857$ Pavilion 232,088$ 257,158$ (25,070)$ Next Steps –2022 Budget Meeting Date Meeting Type Subject Details April-July N/A Internal Preparations -2020 Audit Ongoing -Departments Prepare Budgets, Equipment Replacement and Capital Improvement Plans -American Rescue Plan Act July 13 Work Session Review 2022 Tax Levy and General Fund Budget -First Draft Next Steps –2022 Budget Meeting Date Meeting Type Subject Details August 10 Work Session Review Capital Improvement Plan and Equipment Replacement Plans -Park Dedication Fund -Permanent Improvement Revolving Fund (Street Projects) -Equipment Replacement Levy August 16 Community Event Review 2022 Tax Levy and General Fund Budget -Presentation -Question and Answer Session September 7 Regular Meeting Review 2022 Tax Levy and General Fund Budget -Preliminary for approval on September 21 September 21 Regular Meeting Approve Preliminary Tax Levy and General Fund Budget -Must be approved by September 30 Next Steps –2022 Budget Meeting Date Meeting Type Subject Details October 12 Work Session Review Enterprise Fund Budgets and Utility Rates -Water -Sewer -Storm Sewer -Refuse -Pavilion November 3 Regular Meeting Approve CIP, ERP and Utility Rates November 9 Work Session Review Special Revenue Budgets and Activity Center Budget -Chemical Assessment -Economic Development -Communications -Parking -Depot -Arts Center -Activity Center Next Steps –2022 Budget Meeting Date Meeting Type Subject Details December 6 (Monday) Regular Meeting Truth in Taxation Hearing -Overview of 2022 Budget and Tax Levy -Public Comment December 7 Regular Meeting Approve Final Budget and Tax Levy December 14 Regular Meeting Approve Final Budget and Tax Levy -Last scheduled meeting to approve