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VII.2. 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 3, 2022 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 Department 2022 1st Quarter Financial Report Prepared by Finance Department General Fund Overview YTD TOTAL REVENUES 3,844,214$ EXPENDITURES 3,796,657$ % of Budget (753,120)$ (265,262)$ OVER/(UNDER) YEAR/YEAR VARIANCE 24% 51% 20% 0%3%2% Expense by Department GENERAL GOVERNMENT PUBLIC SAFETY PUBLIC WORKS RECREATION COMMUNITY SERVICES URBAN DEVELOPMENT 86%4% 5% 2% 2% 1% Revenue by Source Taxes Intergovernmental Licenses, Permits & Fines Charges for Services Franchise Fees 23.77% 23.47% General Fund Revenues % of Budget Actual Budget Taxes 13,305,239$ 3,304,935$ 24.84% Intergovernmental 1,502,066 165,412 11.01% Licenses, Permits & Fines 781,515 195,217 24.98% Charges for Services 258,550 86,359 33.40% Franchise Fees 296,200 74,050 25.00% Miscellaneous 30,050 18,242 60.70% Total Revenues 16,173,620$ 3,844,214$ 23.77% General Fund Expenditures % of Budget Actual Budget General Government 2,639,376$ 888,680$ 33.67% Community Services 466,388 102,849 22.05% Public Safety 8,472,939 1,815,891 21.43% Public Works 3,509,559 740,685 21.10% Recreation 761,863 176,545 23.17% Total Expenditures 16,173,620$ 3,796,657$ 23.47% Special Revenue Funds Revenues % of Budget Actual Budget Chemical Assessment 65,000$ 16,250$ 25.00% Economic Development 506,302 126,153 24.92% Parking 130,500 52,033 39.87% Communications 243,000 60,000 24.69% Depot Coffee House 254,169 45,522 17.91% Art Center 1,087,458 255,834 23.53% Special Revenue Funds Expenditures % of Budget Actual Budget Chemical Assessment 65,000$ 7,316$ 11.26% Economic Development 502,072 75,024 14.94% Parking 162,030 41,341 25.51% Communications 271,945 50,456 18.55% Depot Coffee House 254,169 57,797 22.74% Art Center 1,027,458 230,461 22.43% Special Revenue Funds Financial Position Change Ending ARPA In Fund Fund Revenues Expenses Allocations Balance Balance Chemical Assessment 16,250$ 7,316$ -$ 8,934$ (17,121)$ Economic Development 126,153 75,024 - 51,129 4,562,618 Parking 52,033 41,341 15,000 25,693 16,993 Communications 60,000 50,456 - 9,544 290,673 Depot Coffee House 45,522 57,797 - (12,275) (147,189) Art Center 255,834 230,461 318,224 343,597 (414,763) Enterprise Funds Revenues % of Budget Actual Budget Water 2,366,750$ 487,872$ 20.61% Sewer 3,213,750 726,623 22.61% Refuse 1,243,270 275,438 22.15% Storm Sewer 792,332 200,936 25.36% Pavilion 836,500 219,592 26.25% Enterprise Funds Expenses % of Budget Actual Budget Water 2,364,599$ 575,775$ 24.35% Sewer 3,152,338 726,789 23.06% Refuse 1,329,059 250,061 18.81% Storm Sewer 679,722 159,083 23.40% Pavilion 1,086,448 306,786 28.24% Enterprise Funds Financial Position All funds include depreciation expense Net Income Revenues Expenses (Loss) Water 487,872$ 575,775$ (87,903)$ Sewer 726,623$ 726,789$ (166)$ Refuse 275,438$ 250,061$ 25,377$ Storm Sewer 200,936$ 159,083$ 41,852$ Pavilion 219,592$ 306,786$ (87,194)$ Next Steps –2023 Budget Meeting Date Meeting Type Subject Details April-July N/A Internal Preparations -2021 Audit Ongoing -Departments Prepare Budgets, Equipment Replacement and Capital Improvement Plans June 14 Work Session -Financial Management Plan (FMP) -TIF Overview -Review a preliminary version of FMP July 12 Work Session -Review 2023 Tax Levy and General Fund Budget -Fund Balance Discussion -First Draft Next Steps –2023 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 2023 Tax Levy and General Fund Budget -Presentation -Question and Answer Session September 20 Regular Meeting Review 2023 Tax Levy and General Fund Budget -Preliminary for approval on September 20 September 20 Regular Meeting Approve Preliminary Tax Levy and General Fund Budget -Must be approved by September 30 Next Steps –2023 Budget Meeting Date Meeting Type Subject Details October 11 Work Session Review Enterprise Fund Budgets and Utility Rates -Water -Sewer -Storm Sewer -Refuse -Pavilion November 1 Regular Meeting Approve CIP, ERP and Utility Rates November 14 Work Session Review Special Revenue Budgets and Activity Center Budget -Chemical Assessment -Economic Development -Communications -Parking -Depot -Arts Center -Activity Center Next Steps –2023 Budget Meeting Date Meeting Type Subject Details December 5 (Monday) Regular Meeting Truth in Taxation Hearing -Overview of 2023 Budget and Tax Levy -Public Comment December 6 Regular Meeting Approve Final Budget and Tax Levy December 13 Regular Meeting Approve Final Budget and Tax Levy -Last scheduled meeting to approve