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VII.5. Fourth Quarter Financial Update; Bishop CITY OF HOPKINS Memorandum To: Honorable Mayor and Council Members Mike Mornson, City Manager From: Nick Bishop, Finance Director Date: May 6, 2025 Subject: Fourth Quarter Financial Update _____________________________________________________________________ The fourth quarter financial report has been prepared based on preliminary and unaudited results. Audit field work was completed the second week of April. Financial Statements are required to be issued by June 30. General Fund The City’s General Fund revenue exceeded budget by $436,163 or 2.42%. General Fund expenditures and transfers out exceeded budget by $1,163,071 or 6.31%. The fund balance decreased by $1,126,908, which is $299,258 more than projected. Ending fund balance is 43.45% of budgeted expenditures. The main factors for the decrease in fund balance are: • Planned Transfer to the Capital Improvement Fund ($427,650) – The transfer is based on a surplus fund balance in 2021 and supports projects at the Activity Center and City-Wide door access controls. • Planned Decrease in Fund Balance based on Budget of ($400,000) – The decrease is based on a surplus fund balance in 2022 and supports all general fund operations. • Implementation of GASB Statement 101 ($231,000) – The statement required the City to recognize a liability related to the employer portion of FICA and PERA costs for unused flex, vacation and sick time. Projected Actual Fund Balance on 1/1/2024 9,131,047 9,131,047 2024 Revenues 18,021,803 18,457,966 2024 Expenditures (18,421,803) (19,157,224) Transfer to Capital Improvement Fund (427,650) (427,650) Fund Balance on 12/31/2024 8,303,397 8,004,139 Fund Balance as Percent of Budgeted Expenditure 45.07%43.45% Finance Department • Police retro pay related to 2023 ($144,000) – An amendment to Hopkins Police Officers Association agreement for 2021-2023 was signed to recognize the change in market conditions since it’s adoption. • Expenditure increases are also offset by higher than anticipated revenue related to the Inspections Department, ICPOET Grant and interest revenue. Special Revenue Funds The Chemical Assessment, Economic Development, Parking, Communications, Depot Coffee House and Arts Center Funds collectively decreased their fund balances by $491,983. • Chemical Assessment – increased fund balance by $57,148, due to reimbursements related to expenditures in prior periods. • Economic Development – decreased fund balance by $464,054 primarily due to the timing of pass-through grant revenue and payments. • Parking Fund – decreased fund balance by $131,758, due to decreased parking demand at muncipal lots and the parking ramp. • Communication Fund – decreased fund balance by $44,369, due to a planned reduction in fund balance and decreased franchise fees collected. • Depot Coffee House – increased fund balance by $47,642, partially due to closing coffee operations for the majority of 2024 and partially due to increased revenue from a successful reopening in the fall. • Arts Center - increased fund balance by $43,408. The increase can be attributed to cost-effective operations and eliminates the fund balance deficit. Enterprise Funds The Water, Sewer, Refuse, Storm Sewer and Pavilion Funds collectively decreased their working capital by $60,651. Working capital is the difference between current assets and current liabilities. It represents the amount available to meet current financial needs. It does not include capital assets and is not affected by depreciation expense. The chart below shows changes to working capital for enterprise funds. Chemical Assessment Economic Development Parking Fund Communications Fund Depot Fund Arts Center Fund Balance on 1/1/2024 (100,258) 5,205,990 (93,542) 86,022 (190,713) (31,344) 2024 Revenues 133,153 1,104,198 47,722 201,142 194,254 1,201,710 2024 Expenditures (76,005) (1,568,252) (179,480) (245,511) (146,612) (1,158,302) Increase (decrease) in Fund Balance 57,148 (464,054) (131,758) (44,369) 47,642 43,408 Fund Balance on 12/31/2024 (43,110) 4,741,936 (225,300) 41,653 (143,071) 12,064 Water Sewer Refuse Storm Sewer Pavilion Working Capital on 1/1/2024 1,624,593.00 1,907,811.00 1,123,475.00 3,020,528.00 - Increase (Decrease) to Working Capital Operating Activities 358,784.00 443,587.00 34,120.00 463,944.00 183,164.00 Capital & Financing Activities (703,100.00) (398,170.00) - (242,980.00) (200,000.00) Total Increase (Decrease) to Working Capital (344,316.00) 45,417.00 34,120.00 220,964.00 (16,836.00) Working Capital on 12/31/2024 1,280,277.00 1,953,228.00 1,157,595.00 3,241,492.00 (16,836.00)