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Memo - September 2001 Financial ReportDate: 10/12/01 To: Steve Mielke Cc: Mayor and Councilmembers From: Lori K Yager RE: September 2001 Financial Report GENERAL FUND REVENUES GENERAL FUND EXPENDITURES Memadum Attached are financial reports for the period ending September 30, 2001 along with some comparative information. After brief analysis, some general comments can be made in regards to the quarterly reports for the City. • Intergovernmental Revenues, Fines and Forfeitures and Other Miscellaneous revenues are all up compared to 2000. The number and amount of permits issued so far in 2001 is less than the number and amount issued in 2000. Interest earnings reflect a decrease, which is directly related to the economy with lower earnings rates. Property tax revenues in the general fund increased 6.8% over 2000. Overall general fund revenues are up about $300,000 over 2000. • City Council expenditures are at the same level as last year. Administration costs are down slightly because we have completed the visioning process. Finance is at the same level as 2000. Legal costs in the general fund have declined slightly over four years even with increased rates. Municipal Building expenditures have doubled due to higher heating costs, boiler repair work and office remodeling. Activity Center expenditures increased 9% over 2000. This is increased part-time help and regular salary increases. Community Services up 3.5% from salary rate increases. Police expenditures increased by 9% over 2000. This is related to regular salary increases and overtime in dispatch. Fire expenditures increased 8.5% over 2000. This can be attributed to more fireman hours. A siren has been purchased for the emergency response system. Public Works has experienced a 12.5% increase in costs over last year. Higher snow plowing costs in 2001, vehicle and equipment costs are up and seal coating costs are high this year. Community Planning costs increased 41% which is related to the transit study. Recreation costs increased 5% from joint recreation program cost increases. Overall there is a 9% increase in general fund expenditures over 2000. General fund expenditures are on target at 74% of budget. 12/10/97 GENERAL COMMENTS • Total cash and investments are at the same level as compared to 2000. We have taken in more revenues this year but we have also spent more in 2001. • Governmental fund type reserves are up about $100,000 compared to last year at this time. There is an increase in overall reserves reflected in the debt service funds. The reserves are for an early retirement of some TIF 1 -1 Bonds in 2002. Governmental fund types are still reflecting strong reserve balances. • The utility funds show operating profits. On the bottom of the proprietary fund report is a brief explanation of the changes in cash for these funds. • The graphs illustrate where general fund revenues and expenditures are derived and spent. It compares those figures for years 1998 thru 2001. Revenues Total Expenditures CITY OF HOPKINS 2001 FINANCIAL REPORT - SEPTEMBER GENERAL FUND Year To Date 9 Months 75% of Year Percentage Percentage Received/ Received / Expended Expended 2001 Budget Year to Date 2001 2000 Property Taxes $ 4,692,361 $ 3,508,464 Intergovernmental Revenue 2,103,833 1,591,541 Licenses and Permits 363,730 306,531 Fines and Forfeitures 110,000 83,149 Interest Earnings 250,000 88,400 Charges for Services 157,460 122,519 Other Miscellaneous 62,700 41,216 74.77% 75.65% 84.27% 75.59% 35.36% 77.81% 65.74% 7,740,084 $ 5,741,820 74.18% 75.36% 68.58 ° / 97.27% 73.30% 34.21 °/ 119.30% 88.70% 73.39% Mayor /Council $ 102,699 $ 69,477 67.65% 76.56% Health & Welfare 6,650 5,216 78.44% 23.81% Administrative Services 301,561 221,426 73.43% 71.96% Finance 142,982 96,645 67.59% 74.44% Legal 124,450 66,742 53.63% 61.92% Municipal Building 98,928 99,202 100.28% 30.11% Activity Center 295,288 191,082 64.71 % 76.29 ° / Community Services 726,774 537,942 74.02% 72.93 /° Police 3,129,319 2,380,218 76.06% 75.52% Fire 596,337 390,319 65.45% 61.19% Emergency Preparedness 30,567 13,628 44.58% 5.80% Public Works 1,757,626 1,334,637 75.93% 71.43 Recreation 234,740 237,740 101.28% 95.37% Planning & Economic Dev. 140,526 137,038 97.52% 71.26 /° Unallocated 101,878 (10,021) - 9.84% 0.76% Transfers 11,359 0 0.00% 0.00% Total $ 7,801,684 $ 5,771,291 73.97% 71.05 /° Sourc (Uses) of Fund Balance ($61,600) ($29,471) Revenues Total Expenditures Total CITY OF HOPKINS FOUR YEAR COMPARATIVE FINANCIAL REPORT FOR THE PERIOD ENDING SEPTEMBER 30, 200X & 199X GENERAL FUND 2001 2000 1999 1998 Property Taxes 3,508,464 3,289,174 3,060,578 2,572,861 Intergovernmental Revenue 1,591,541 1,432,837 1,393,606 1,628,996 Licenses and Permits 306,531 347,656 370,324 257,639 Fines and Forfeitures 83,149 74,400 77,918 71,797 Interest Earnings 88,400 101,626 69,918 96,381 Charges for Services 122,519 158,210 108,361 93,455 Other Miscellaneous 41,216 40,346 50,387 60,119 $5,741,820 $5,444,249 $5,131,092 $4,781,248 Mayor /Coucnil 69,477 71,350 $51,233 $51,515 Health & Welfare 5,216 1,631 18,708 36,198 Administrative Services 221,426 237,260 211,036 187,739 Finance 96,645 96,134 95,036 90,572 Legal 66,742 74,939 75,968 73,566 Municipal Building 99,202 49,988 50,952 74,324 Activity Center 191,082 174,982 156,552 139,660 Community Serv. - Admin 537,942 519,876 493,277 410,708 Police 2,380,218 2,181,714 2,081,038 1,827,777 Fire 390,319 359,850 352,753 255,260 Emergency Preparedness 13,628 1,118 3,439 3,321 Public Works 1,334,637 1,185,739 1,232,388 973,770 Recreation 237,740 226,130 229,893 228,952 Planning & Economic Dev. 137,038 97,193 127,082 99,014 Unallocated (10,021) 765 99,494 118,889 Transfers 0 0 0 (3,331) $5,771,291 $5,278,669 $5,278,849 $4,567,934 Sources (Uses) of Fund Balance ($29,471) $165,580 ($147,757) $213,314 Fund General Fund Economic Development Fund Housing Rehab Fund Parking Fund Cable TV Fund Tax Increment 1.1 Fund Tax Increment 1.2 Fund Tax Increment 2.1 Fund Tax Increment 2.7 Fund Tax Increment 2.8 Fund Tax Increment 2.9 Fund Tax Increment 2.11 Fund Park Improvement Fund Municipal State Aid Cnstrc. Fund P.I.R. Construction Fund Debt Service Total City Investments CITY OF HOPKINS 2001 FINANCIAL REPORT- SEPTEMBER STATUS OF RESERVES Beginning Balance (Deficit) 1/1/2001 $ 3,183,705 3,789,612 1,317,588 358,149 327,265 2,202,037 351,828 264,117 211,995 33,590 106,843 33,208 125,907 2,324,709 1,472,111 1,819,160 1/1/2001 Balance (Deficit) 9/30/2001 $ 3,073,861 3,751,727 1,143,369 360,341 317,378 1,647,252 197,293 518,815 118,549 69,738 185,504 247,279 72,950 2,780,168 791,827 1,267,153 CASH AND INVESTMENTS - ALL FUNDS 9/30/2001 Dollar Difference $ (109,844) (37,885) (174,219) 2,192 (9,887) (554,785) (154,535) 254,698 (93,446) 36,148 78,661 214,071 (52,957) 455,459 (680,284) (552,007) Balance (Deficit) 9/30/2000 9/30/2000 (For fiscal year 2001, the city has paid out approximately $4,061,085 more than it has taken in.) $ 3,042,324 3,740,260 1,292,749 335,655 286,027 1,984,417 389,423 507,297 235,299 52,509 93,738 0 7,135 2,427,456 1,172,935 866,557 $ 20,391,939 $ 16,330,854 (4,061,085) $ 16,282,663 Z cp Q O W ca rr 0 0 L CU Q U C C O CU > Q as CL U E O 'N VJ ) c1 a) M O O LC) N a) Lt) 0) a) 69 M CO In M N tri M N 1 � CO N M C0 L6 CO ti co N 00 N N N O N 0 a) N N N CO CO 00 T M a) O CV M 00 a) N N 69 d a co a) O O N co O) cf- ▪ ( N 1Z O ti co a) r A C CO CO CO 69 69 69 M O CO O T 69 N N T N T N T CO O O O O co N .-. 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