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City of Hopkins - Power Point - 1st Financial Report . . . (}t;/\/LRAL FLiND RF.l'F.NUE'" 2002 ist QUARTER FINANCIAL *General fund revenues are up 5.6% over REPOR7:-; last year at this time. * Property tax revenues increased 32% over 200 I, This was to offset a 57% CITY OF HOPKINS decrease in Intergovernmental revenues. A 11 other general fund revenues have experienced slight variances in 2002. * The economy overall was in a slump which affects interest earnings, GENF;R.IL FUNn HE/'F-NUt. COAiP..fHISO,V WI IhriU.\(Wd\) UENERAL Flll'm F.XPF.NDiTURES * To combat the uncertainly of the slates bodget deficit, stafT and counc il bavc implemented these finanClal precautions . L, Travel and training is limited to onlv in- -- state training ur Olll-statr:- license requjr~mcnts -, 1. I Delay any budgeled capHill pure hase, for - as. long as passlbk - . ,... - ], J j'reezc on hirin,g new or r~placemeilt pOSlllOllS unless authudzl:J b~r lhe City' ...~- Manager. T~ '---' l&!I'.:tlTtIa '-'- .- Even with the gllldelines establIShed the general fund cxpcm.iilun::s il.r~ up 'i 60.;] over la.."tl vcar allhis lime. GF.NER.-I/" FU/,'J) E.G'/'.A'DiHRF..'" m,-Nr~R.-IL FUND LXI'/~ND/T[JRES' Expenditure increases F xpendi ture det:reases * ReCleali<J1l c051s relleel our tin,,! pavmem ror tile * Community Development costs are down Shad" Oak Beach redc\clopme 111. 34~,'o This is directly related to a transfer of :+ Empluyee salary and hcn~fil co.r;;;ts are up community development expenses to the appru'\llllutrh' ) .60 l~ O\'~rall. lWllomic Development fund leaving * Citv Admilll;':ltralion cosi., hayc Im:r~ased J9[1.... mostly planning activity in lhc general fund Th~ IlIcrcas-t' IS attribukd 10 a shin in fumJlIlg 1~1I' th~ n.:\\"slclkr and spt;"cia] projct.:'ts frolll the (';:thle * Legal. Municipal Building. Activity Center. fUJld to tlK' General rUlld. Fire and Puhlie Works arc experiencing * MavorJCDunciL Finallt:e, ComrmllH1v ~lT\'It.:t:~ and det:rt:ascd ws\s over last year POI~LC ar~ all showing im:rcast':d co.':;ts 0\-'(:'[" lll51 year . 1 --------- . . (~Ei'iERAL EU/I/IJ EX/'DV0/TI IRE COMI'"IRl,)'()N CASH AND f,\'I't'STAltNfS IIIrluJU.w/IldSi UII I , * Total cas hand "..1 . lllvestments arc down ~flm ... I ~~. $1 AOO,OOO cumpan.:d to u.' I March 200 I. (spent all u.. bond proceeds I .' ..- .' .. Return on investmcnt .'1 has droppcd to under III'! 2.0% in 20m. from a . high in 2001 of4.5%. na nil - - - BRO;';ER...JGL INJ'E.'.:TAIFJvT Ilv'FLRN..JI, ,<..F,RJ'ICE FUND.)' HO/, DINGS * [Jam Rosworth * $ 1.7S0,000 * The equipment replacement plan is very * [IS Piper Jatfay *$ ~UU.O()II healthy with a cash balance of $1.500.000. . * Smith Barncy * $ :\8S3,OOO This will be used to purchase equipment this year and in the future. * Wells Fargo * $ 2ASU.OOO * The city created a new internal service fund .. Morgan Keegan * $ 3.000.000 for insurance risk management The fund was started with reimhursements Ifom the cities' insurance carrier for low claims and * TOTAL * $13.853.000 incrcased deductible. The Ihnd will be used to pay all general and liabilitv insurancc deductihle amounts. t,'/"-iTERFRI5:E FU\'DS [IT/Un FU,NDS (III dU}!iSLmd',J . Tllr.: ulilitv funds arc abD healthv \vith a combint:d un "ash bala;,"c ui'$3,300,lIlH) Th'c l\Ullt< ore u,cd III pilV I~Jr capital and COl1strudlon projecb and ulili,t~, U., operalwn~ (lIlt: nole is the Storm S(;:\\"'~r fund \\"111 ....: need an inkI'1lo11"allllllhc 'mlllunl of S65Il,(lOO I,,, .. ploJ':C1S undtrway' in :.!002 thru ~OU.1. * The Pavillil1n1lcc Arenil fund, aTe at S 1 ~.I.IIIJI). .. The funds an: used to pay lor operation:; in till' ... <;;unUllef \\-'hcll Tc,-"'enu.:s an:: 1m\-' and abu to hdp 2. lund a nr.::\v ice rcslLTnlcer 1-' * TI1~ Skate Park is DIl the \\-'as Lo r~l'ov~r)' thi~ - - - -- :-.Ullllller SUllie changes in equipment awl alml1~phcr...-: art:: schl'duled to generate Ill'\\' n:vt::lluc~ * (1lliity Jtllld cash as or March 31, 20m in2UO~. . 2 . . GUj,ERNMENT.JL FI !/'v'j) RE5ERVr;S enT OF HOPK/ivS I?F;SERJES (I" "/1",,,,,,,,,/.>1 * Governmental fund types are general fund. special revenue funds. deht service funds and ; capital project runds ::,. * Governmental fund type reserves are down J.' l' aprroximatdy $SOfU100 compared (0 March ,.,' 1:J__ 20D 1. Th..: decreased reserves are primarily ~;, ...._ in the Economic Development Womerstone .....' 1[" ,-- n" ,_ pmjeetJ. P[R (Unfunded street projecls/. ~';: i' , .- Housing Rehab (escrow li.mds paid oul for ~"':: pro)"", ",d D,b' So~k, ""'y ''''"mo" "':L,L~~,~L i" of debl). All other funds e,'\perienced sligh! !Ill JIIJ increases in reserves. OVERALL REPORT . THE CITY OF HOPKINS' CONTINUES TO BE IN EXCELLENT FINANCIAL HEALTH  . " -' CITY OF HOPKINS 2002 FINANCIAL REPORT - MARCH . GENERAL FUND Year To Date 3 Month 25% of Year Percentage Percentage Rece ived/ Received! Expended Expended 2002 Budqet Year to Date 2002 2001 Revenues Property Taxes $ 6,171,140 $ 1,537,281 24.91% 24.88% Intergovernmental Revenue 1,080,609 206,674 19.13% 22.77% Licenses and Permits 426,105 182,196 42.76% 45.34% Fines and Forfeitures 140,000 15,237 10.88% 18.26% Interest Earnings 163,000 15,789 9.69% 8.48% Charges for Services 216,518 71.719 33.12% 21.55% Other Miscellaneous 26,400 6,268 23.74% 64.51 % Total $ 8,223,772 $ 2,035,164 24.75% 24.90% Expenditures Mayor/Council $ 113,522 $ 21,307 18.77% 18.00% Administrative Services 388,733 89,681 23.07% 21.36% . Finance 148,903 31,320 21.03% 20.25% Legal 122,950 13,297 10.81% 14.66% Municipal Building 112,615 14,072 12.50% 22.52% Activity Center 303,538 59,987 19.76% 21.18% Community Services 771,473 173,221 22.45% 22.52% Police 3,404,887 772,334 22.68% 23.02% Fire 577,908 104,368 18.06% 20.78% Emergency Preparedness 25,110 413 1.64% 2.83% Public Works 1,861,457 337,738 18.14% 21 .34 % Recreation 343,639 100,251 29.17% 4.80% Planning & Economic Dev. 105,826 23,470 22.18% 25.40% Un allocated 102,527 30,708 29.95% 30.76% Transfers 24,500 0 0.00% 0.00% Total $ 8,407,588 $ 1,772,167 21.08% 21.50% Sources (Uses) of Fund Balance ($183,816) $262,997 . --- --- . CITY OF HOPKINS FOUR YEAR COMPARATIVE FINANCIAL REPORT FOR THE PERIOD ENDING MARCH 31, 200X AND MARCH 31, 19XX GENERAL FUND 2002 2001 2000 1999 Revenues Property Taxes 1,537,281 1,167,588 1,085,688 $1,022,700 Intergovernmental Revenue 206,674 479,035 479,710 450,011 Licenses and Permits 182,196 164,907 188,631 249,798 Fines and Forfeitures 15,237 20,084 19,695 16,124 Interest 15,789 21,206 44,589 30,089 Charges for Services 71,719 33,938 33,927 60,217 Other Miscellaneous 6,268 40,448 41,986 38,710 Total $2,035,164 $1,927,206 $1,894,226 $1,867,649 Expenditures Mayor/Council 21,307 18,639 22,390 21,819 City Manager 89,681 64,403 81,315 52,407 Finance 31,320 28,957 34.094 28,399 . Legal 13,297 18,244 16.236 17,1 83 Municipal Building 14,072 22,281 7,197 (10,060) Activity Center 59,987 62,554 55,765 43,880 Community Services 173.221 163.705 158,458 134,408 Police 772.334 720,421 678,656 602,593 Fire 104,368 123,924 112,456 102,506 Emergency Preparedness 413 865 108 2,654 Public Works 337,738 374,997 313,747 318,290 Recreation 100,251 11 ,262 17,145 13,885 Community Development 23,470 35,690 31,463 38,813 Unallocated 30,708 31,340 2.940 49,890 Transfers 0 0 0 0 Total $1,772,167 $ 1,677,282 $ 1,531,970 $ 1,416,667 Sources (Uses) of Fund Balance $262,997 $249,924 $362,256 $450,982 . !"~ ~a ~ tb /' //; ~~ "- ~ ~ ~ ~~ <?~ (!)~ ~ (;Q ~ ~~. ~a . ~~ ~~ ~ - ~. i:>(>". ~ ~. ~ ~ ~~ ..;'7 j~ ~ .,::~!!~ __"!"'!' and permits Fines and ForfeitureS , , Interest . <> ~~ <>~~ Charges for serviceS <> ~ ?-/ ~fb 3!9' "- other M/"_II""""~ . ~ f? J'. ~ ~ ~ ~~ '?~ ~/ ~ / ~ -40 / "'<<.: - ~ ~ l!'a. " '" "irt.... , ~ -40 ,/ .. '" "irt. "'// 4.>;, - / ,. ~ .... ~ ~ / ~ ~ J~Y ~ ~ .. ~ / ~ "" "' / "'<<.: . / - , / ~ / "".. . ~ ~ ? 1-l/!Igal _ __'_l~al BuildIng Activity Cl/!lnter communitY Sl/!IrvlCSS poliCS . _.~ <> ~2b ~/ <> ~ '/ / {;;Jib public "",0"'" '\l> RI/!ICf'l/!latlon community DI/!IVI/!IlOpml/!lnt . . CITY OF HOPKINS . 2002 FINANCIAL REPORT - MARCH STATUS OF RESERVES Beginning Balance Ba/ance Dollar Balance Fund 1/1/2002 3/31/2002 Difference 3/31/2001 General Fund $ 3.198,705 $ 3,461,702 $ 262,997 $ 3,444,155 Economic Development Fund 3,450,759 3,025,717 (425,042) 3,809,301 Housing Rehab Fund 1,006,664 1,001,931 (4,733) 1,159,308 Parking Fund 352,854 363,627 10,773 347,434 Cable TV Fund 327,984 319,769 (8,215) 300,656 Depot Coffee House Fund 1,127 (18,650) (19,777) (3,099) Tax Increment 1,1 Fund 1,298,941 1 ,564,045 265,104 1,600,731 Tax Increment 1.2 Fund 210,877 222,583 11,706 166,619 . Tax Increment 2.1 Fund 496,470 369,698 (126,772) 398,157 Tax Increment 2.7 Fund 100,195 118,563 18,368 69,158 Tax Increment 2.8 Fund 13,338 21,511 8.173 45,169 Tax Increment 2.9 Fund 194,191 219,833 25,642 140,003 Tax Increment 2.10 Fund 7,367 21,792 14,425 0 Tax Increment 2.11 Fund 267,356 388,032 120,676 41,513 Park Improvement Fund 131,337 134,019 2,682 131,405 Municipal State Aid Construction Fund 2,626,982 2,737,149 110,167 2,412,850 Capita/Improvement Fund 96,505 97,505 1,000 0 P.I.R. Construction Fund 581,986 230,622 (351,364) 836,532 Debt Service 4,727,313 465,053 (4,262,260) 656,760 CASH AND INVESTMENTS - ALL FUNDS 3/31/2002 3/31/2001 . 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