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Memo Preliminary General Fund Budget , . CITY OF HOPKINS MEMORANDUM Date: August 6, 1992 To: Honorable Mayor & Councilmembers From: steven C. Mielke, city Manager subject: Preliminary General Fund Budget and Tax Levy The Truth in Taxation law requires that Hopkins and other local governments adopt a preliminary General Fund Budget and a Preliminary Tax Levy. The Council will be asked to adopt both amounts at the september 1st regular Council meeting. The preliminary numbers will be combined with the preliminary amounts adopted by the school district, county and special districts to produce a Truth in Taxation notice which will be sent to all property tax payers in November. . During the August worksession, staff would like to review 1992 and 1993 budget information with the council. Attached to this memorandum is information relating to the 1992 budget and 1993 budget options. Staff will review this information with the Council and provide time for discussion with the Council . e DISCUSSION OUTLINE 1. 1992 BUDGET a. Adopted General Fund Budget b. Adopted Tax Levy c. Fund Balance Projections 2 . 1993 BUDGET a. Review Property Valuation Data b. 1993 Legislative Climate c. General Fund Budget Alternative . d. Tax Levy Impacts 3. DISCUSSION e - GENERAL FUND 1992 BUDGET OVERVIEW - Fund Balance 1-1-91 $ 3,435,292 - REVISED - 1991 BUDGET 1991 PROJECTED - Expenditures $ 5.617,300 $ 5,548,300 - Revenues $ 5,383,800 $ 5,233,000 - Net Change $ (233,500) $ (315,300) $ (315,300) - Projected Fund Balance 12-31-91 $3,119,992 - - PROPOSED ADOPTED 1992 BUDGET 1992 BUDGET - Expenditures $ 5,817,000 $ 5,817,000 - Revenues $ 5,817,000 $ 5,817,000 - - Use of Fund Balance $ - - Fund Balance 12-31-92 $ 3,119,992 0=- - . ...:1.:' General Fund Total City -, Levy/ Tax Tax ~ Payable Tax Capacity Tax Debt Tax Capacity Years Capacity Rate ... Levy Levy Levy Rate ... - 1991/92 17,585,486 19.26 3,795,792 863.700 4,659,492 23.64 ~ 1990/91 18,672,204 17.27 3,426,000 1,082,400 4,509,000 22.73 _. 1989/90 16,476,846 19.23 3,168,171 445,000 3,613,171 21.93 ~. ~ 1988/89 18,910,000 13.98 2,643,745 294,945 2,938,690 15.68 ~ 1987/88 17,690,000 15.95 2,821,000 - 1986/87 17,194,415 15.45 2,657,300 ....lIIL 1985/86 16,307,510 14.75 2,406,000 1984/85 15,964,540 13.75 2,194,470 - 1983/84 14,372,560 15.15 2,'77,425 - 1982/83 13,952,670 14.96 2,087,095 - '"'Tax Capacity Rate Computation: - Tax capacity reduced by Fiscal Disparities contribution and Tax Increment Financing Districts. ~, Levy reduced by Fiscal Disparities distribution and HACA (Homestead & Ag Credit). ~ 5 - ---- . -.. - . ------- . . Ire REVENUES-GENERAL FUND COMPARATIVE ANALYSIS BY SOURCE . 1992 BUDGET 1990 1991 BUDGET MANAGERS SOURCE ACTUAL REVISED PROPOSED ADOPTED II Current Revenues Current Property Tax $ 2,500,642 $ 2,893,300 $ 3,117,800 $ 3,117,800 II Intergovernmental Revenue 1,695,483 1,499,700 1,632,000 1,632,000 License, Permits, & Fines 343,322 362,000 356,500 356,500 . Use of Money & Property 554,581 329,400 366,200 366,200 Charges for Current Services 39,364 34,000 36,500 36,500 . -- Other Revenue 255,662 259,500 275,000 275,000 Non Revenue Receipts 97,282 5,900 33,000 33,000 -- TOTAL CURRENT REVENUES $ 5,486,336 $ 5,383,800 $ 5,817,000 $ 5,817,000 Other Financing Sources 150,078 - - - - - TOTAL $ 5,636,414 $ 5,383,800 $ 5,817,000 $ 5,817,000 --- _A - -- EXPENDITURES - GENERAL FUND '~ COMPARATIVE ANALYSIS BY OBJECTIVE - 1992 BUDGET ~ 1990 1991 BUDGET MANAGERS OBJECTIVE ACTUAL REVISED PROPOSED ADOPTED - - Current Expenses - Personal Services $ 3,731,844 $ 4,012,300 $ 4,073,900 $ 4,073,900 - Other Services and Charges 1,150,618 1,211,100 1,307,000 1,307,000 - Supplies 327,571 332,900 368,400 368,400 - Capital Outlays 47,783 52,500 56,900 56,900 .... TOTAL CURRENT EXPENSES $ 5,257,816 $ 5,608,800 $ 5,806,200 $ 5,806,200 - Other Financing Uses 429,638 8,500 10,800 10,800 - TOTAL $ 5,687,454 $ 5,617,300 $ 5,817,000 $ 5,817,000 - -- -. - ,- 6 - - II ~;;-. 1992 DEPARTMENTAL BUDGET SUMMARY Ire EXPENDITURES . 1992 BUDGET 1990 1991 BUDGET MANAGERS ACTUAL REVISED PROPOSED ADOPTED . City Council $ 70,240 $ 62,300 $ 67,200 $ 66,600 Health & Welfare 39,530 41,500 42,500 43,100 -- City Manager 177,224 197,800 194,900 194,900 Elections 28,252 16,700 33,800 33,800 City Clerk 73,380 79,900 79,500 79,500 II Finance 167,423 187,800 198,300 198,300 Legal 80,331 91,000 93,000 93,000 Municipal Building 213,666 161,800 168,500 168,500 II Activity Center 126,472 150,300 150,800 150,800 ~'W GENERAL GOVERNMENT 976,518 989,100 1,028,500 1,028,500 , -- - Police 1,741,702 1,822,000 1,911,200 1,911,200 ~ Fire 353,256 357,000 359,900 359,900 - Civil Defense 16,052 20,800 6,300 6,300 PUBLIC SAFETY 2,111,010 2,199,800 2,277,400 2,277,400 ..'.. .._.iA. C. Dev.-Administration 80,120 91,800 98,600 98,600 - C. Dev.-Plan & Econ. Dev. 67,746 79,400 80,900 80,900 -. C. Dev.-Assessing 128,387 142,500 137,700 137,700 ,- C. Dev.-Inspections 216,028 228,500 235,200 235,200 . COMMUNITY DEVELOPMENT 492,281 542,200 552,400 552,400 - PUBLIC WORKS 1,421,311 1,510,700 1,515,700 1,515,700 - - RECREA TJON 117,265 124,500 135,600 135,600 - INSURANCE 35,060 22,500 21,600 21,600 - UNALLOCA TED 104,371 220,000 275,000 275,000 TOTAL OPERATING 5,257,816 5,608,800 5,806,200 5,806,200 - OTHER FINANCING USES 429,638 8,500 10,800 10,800 - ... TOTAL EXPENDITURES $ 5,687,454 $ 5,617,300 $ 5,817,000 $ 5,817,000 ~ - ~ -e - - -, 7 - . GENERAL FUND BALANCE 1992 Fund Balance Projection..,...............$3,080,744 1993 Fund Balance Projection,.................$3,080,744 . . _ .---- -.--- - ---.., --- -- --- ----------- --- . CITY OF HOPKINS PROPERTY VALUE AND . TAX CAPACITY COMPARISON FOR 1991 AND 1992 1991 Estimated Market Value 1991 Tax Capacity Commercial $ 77,130,300 $ 3,414,225 Industrial 107,748,000 5,028,204 Residential 232,055,000 3,320,708 Apartment 110,978,600 3,749,288 * Other 81.3 79.600 1.832.443 TOTAL $609,291,500 $17,344,868 *Includes: Condos, Townhouses, Vacant Land. Railroads, Mobile Home Park 1992 Estimated Market Value % Change 1992 Tax Capacity % Change Commercial $ 73,476,700 -4.7 $ 3,201,208 -6.2 Industrial 98,280,000 -8.8 4,526,595 -10 Residential 233,807,100 0.8 3,193,273 -3.8 Apartment 110,089,500 -0.8 3,623,093 -3.4 Other 79.143.600 -2.7 1.656.648 -9.6 TOTAL $594,796,900 -2.4 $16,200,817 -6.6 Improvement Amounts 1991 to 1992 Commercial $2,033,700 Industrial 100,000 . Residential 1,283,700 Apartment 0 Other 271.000 TOTAL $3,688,400 Payable 1992 Class Rates Payable 1993 Class Rates Commercial 4.75% 4.70% Industrial 4.75% 4.70% Residential 1st 72,000 @ 1 %, next 43,000 @ 1st 72,000 @ 1 ~ balance @ 2% 2%, balance ~ 2.5% non-homestead 2.5% non-homestea @ 2.8% Apartment 3.50% 3.40% SUBURBAN HENNEPIN COUNTY CHANGES IN ESTIMATED MARKET FROM 1991 TO 1992 Commercial -6.8% Industrial -4.9% Residential +1.3% Apartment -5.8% . Total 1991 Estimated Market Value $ 31,619,000,000 Total 1992 Estimated Market Value $ 32,044,000,000 Im~rovement Amount 1991 to 1992* $690,000,000 (* 217,678,300 in Mall of America) Overall Growth in Suburban Hennepin County +.8% . 1993 BUDGET ALTERNATIVES Revenues 1992 1993 Adopted A B Q Tax Levy $ 3,795,800 $ 3,863,600 (+1.8%) $ 3,977,900 (+4.8%) $ 4,015,000 (+5.7%) Other Revenue 2,021,200 2,167,000 (+7.2%) 2,167,000 2,167,000 Total $ 5,817,000 $ 6,030,600 (+3.6%) $ 6,144,900 (+5.6%) $ 6,182,000 (+6.3%) Expenditures 1992 1993 Adopted A 12 Q Personnel $ 3,921,000 $ 4,000,000 (+2.0%) $ 4,077,800 (+4.0%) $ 4,077,800 (+4.0%) . Capital 38,800 100,000 100,000 100,000 Other (1 ) 1,857,200 1,930,600 (+3.9%) 1,967,100 (+5.9%) 2,004,200 (+7.9%) Total $ 5,817,000 $ 6,030,600 (+3.6%) $ 6,144,900 (+5.6%) $ 6,182,000 (+6.3%) Other - $ Increase $ - $ 73,400 $ 109,900 $ 147,000 Sidewalk Repair 40,000 40,000 40,000 Total $ - $ 33,400 $ 69,900 $ 107,000 % Increase From '92 Budget 1.7 3.7 5.7 (1) Other: Includes contingency $100,000; landfill $175.000; sidewalk repair $40,000; and all other . supplies, services and charges. - . 1993 TAX LEVY ALTERNATIVES 1992 1993 Adopted A ~ Q General Fund $ 3,795,800 $ 3,863,600 (+1.8%) $ 3,977,900 (+4.8%) $ 4,015,000 (+5.7%) Debt Service 414,300 452,800 (+9.2%) 452,800 452,800 Equip. Replacement 449,400 400,000 (-10.9%) 400,000 400,000 Total Levy $ 4,659,500 $ 4,716,400 (+1.2%) $ 4,830,700 (+3.7%) $ 4,867,800 (+4.5%) . . - . 1 l"""l 1 "" - 0 .-.. I ...... 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