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Memo- 2nd Quarter 2006 Financial Rpt ..: 1 . .~ MEMORANDUM I ..FINANCEllEPARTMENT. I Date: July 13, 2006 To: Mayor & City Council ,\k From: Christine Harkess, Finance Director rJ' Subject: Second Quarter 2006 Financial Report Attached is the second quarter financial report power point presentation along with specific notes. If you have any questions in advance please contact me. A full presentation will be given at the council meeting. . .., 2006 2nd QUART R FINANCIAL R PORT CITY OF HOPKINS 1 r- . At the end of 2nd quarter the year is 500/0 expi red. . Revenues are at 480/0 of total budget . Expenditures are at 44% of budget As a comparison - in 2005 Revenues were at 49% and Expenditures were are 45% of budget Revenues Expenditures 2006 $4,268,207 $3,954,390 2005 $4,343,323 $4,003,196 2 . --l . Taxes support 820/0 of general fund activities. . Intergovernmental revenues support 40/0 . Licenses, Permits & Fines support 70A> . Charges for Services support 2% . Miscellaneous revenues including Franchise fees support 30/0 . I nterest income supports 10/0 Property taxes now support 82% of the general fund programs. Intergovernmental revenues support 4% of the general fund programs. These two revenue sources make up 86% of the general fund sources. This total has not changed, however the split between taxes and IGR has. Several years ago IGR made up as much as 14% of total revenues. General fund revenues are up approximately 1.7% less than last year at this time. General fund revenues to date total $4,268,207. 3 . omparison Gl 2006 EJ 2005 El 2004 m 2003 Charges Interest Other This graph shows second quarter revenues by source for the years 2003-2006. Taxes are down in 2006 due to a slight decrease in the General Fund levy. . . 4 % age of Budaet Actual Budaet Taxes $7,210,998 $3,612,517 50.1% Intergovernmental $ 413,910 $ 68,212 16.5% Licenses, Permits & Fines $ 634,400 $ 330,378 52.1% Charges for Services $ 213,750 $ 86,659 40.5% Miscellaneous $ 305,150 $ 88,776 29.1% Interest Income $ 110.000 $ 81.664 74.2% Total Revenues $8,888,208 $4,268,206 48.0% Miscellaneous includes franchise fees budgeted at $290,000. 5 . enditures . Salaries and benefits make up 720/0 of GF expenditures . Materials, supplies and services make up 180/0 . Transfers and Contingency make up 60/0 . Capital make up 40/0 6 . $3,500 $3,000 $2,500 $2,000 $1,500 $1,000 $500 $0 Salaries MatuSpls Capital (@ 2006 @] 2005 lWJ 2004 ~ 2003 . Salaries are virtually the same as 2nd quarter 2005. 2006 salaries do not reflect any potential salary increases for two bargaining units that have not settled their 2006 contracts. Factors impacting 2006 materials & supplies category are increased fuel costs for vehicles, heating costs, electrical costs, sand and gravel for snow removal, and an increase in insurance premiums for liability and property insurance. . 7 . Community Services includes the departments of Assessing, Inspections, City Clerk, and Elections. For illustration purposes the Zoning & Planning Department is shown as part of community services. . Other is the unallocated department that includes transfers and the contingency . 8 General Government Community Services Public Safety Public Works Recreation Other Total Expenditures Budaet $ 941,468 $ 921,218 $4,456,201 $1,876,854 $ 509,276 $ 183.273 $8,888,290 Actual $ 405,140 $ 392,134 $2,025,242 $ 785,755 $ 295,248 $ 50.602 % age of Budaet 43.0% 42.6% 42.6% 41.9% 58.0% 27.6% $3,954,120 44.5% Year is 50% expired. All departments appear to be monitoring their budgets. Some budgets have more cyclical expenditures such as recreation and some PW departments. Items of Note - Recreation - Joint Recreation contribution for 2006 has been paid in full to Minnetonka. The amount paid for 2006 reflects a credit from 2005 of $12,398 which resulted from increased revenues due to higher participation in the 2005 programs. Most departments are at or under budget for second quarter. 9 . $1,000 $5,000 $4,000 $3,000 $2,000 $0 2006 2005 2004 2003 Compares general fund expenditures from the last four years. 2006 $3,954,120 2005 $4,003,197 2004 $3,608,016 2003 $3,683,061 . . 10 Budaet Chemical Assessment $ 45,000 Economic Development $ 257,008 Paratransit $ 129,017 Housing Rehab $ 89,176 Parking $ 130,450 Section 8 $ 118,966 Cable TV $ 147,607 Depot Coffee House $ 183,782 Art Center $ 422,950 xpenditures Actual $ 31,897 $ 116,407 $ 46,140 $ 36,834 $ 45,182 $ 55,000 $ 23,126 $ 56,465 $ 199,162 % age of Budaet 71% 45% 36% 41% 35% 46% 16% 31% 47% Chemical Assessment - This program is funded entirely by state grants. Economic Development - Operating transfer of$61,000 to the HCA has not yet been made. Housing Rehab - Grant dependant program. Parking - Parking enforcement is at 43% of budget, parking operations are at 51 % of budget and parking ramp is at 35% of budget. Cable TV - Budgeted transfers have not yet been made. Art Center - Expenditures are on target with the budget. 11 nds Incr/(Decr) Revenues Expenses Fund Balance Water $ 439,337 $ 552,165 $ (112,828) Sewer $ 710,009 $ 806,686 $ ( 96,677) Refuse $ 376,433 $ 309,094 $ 67,339 Storm Sewer $ 396,065 $ 219,749 $ 176,316 Pavilion $ 298,560 $ 183,120 $ 115,440 Water and Sewer Funds continue to struggle with having operating revenues meeting operating expenses. Included in each of these funds is depreciation expense of $132,498 in the Water Fund and $73,206 in the Sewer Fund. These are non-cash expenditures that affect profits but not the cash. We will be looking at the rates for both these funds during the 2007 budget process. We had a rate increase in the Water Fund of $0.20 in 2005 and in the Sewer Fund of$0.25 for 2006. Storm Sewer Fund - We had a rate increase of $0.50 in the flat rate charge for 2006. Pavilion - Revenues reflect a $178,000 lease payment from the school for the mezzanine project. $170,000 of this amount will be transferred to the ERP fund to repay the loan from the ERP fund. 12 '; , , I . " HE CITY OF HOPKINS REMAINS IN GOOD FINANCIAL HEALTH 13