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Memo - Fourth Qtr 2010 Financial and Investment Report• MEMORANDUM I FINANCE DEPARTMENT Date: February 10, 2011 To: Mayor & City Council From: Christine Harkess, Finance Director Subject: Fourth Quarter 2010 Financial and Investment Report Attached is the fourth quarter financial and investment report power point presentation. This is a pre -audit report and is subject to change as we complete our year end work. If you have any questions in advance please contact me. A full presentation will be given at the council meeting. r� U 0 2010 �-tWi QUARTER FINANCIAL & INVESTMENT REPORT CITY OF HOPKINS • 0 0 0 General Fund — Overview o Revenues are at 99.58% of total budget Expenditures are at 98.58% of budget • .7 General Fund Revenues o Taxes support 84% of general fund activities. o Intergovernmental revenues support 4% o Licenses, Permits & Fines support 6% o Charges for Services support 2% o Miscellaneous revenues including Franchise fees support 3% o Interest income supports less than 1% 0 • General Fund Revenue Comparison 4t" Quarter (in thousands) • 9,000-- ,000■2010 8,000 7,000 02010 ❑ 2009 ❑ 2008 6,000 2007 5,000-, 4,000 3,000-- 2,000 1,000 Taxes Intergvn't Lie/Per/Fines Charges Interest Other • • GENERAL FUND REVENUES Taxes Intergovernmental Licenses, Permits & Fines Charges for Services Miscellaneous Interest Income Total Revenues Budget Actual $ 8,470, 018 $ 81498,409 $ 440,725 $ 435,125 $ 597,910 $ 183,650 $ 305,900 $ 75,000 $ 101 073, 203 $ 541,872 $ 223,826 $ 314,433 $ 177574 $ 10,0317237 L-] % age of Budget 100.34% 98.73% 90.63% 121.88% 102.79% 23.43% 99.58% • General Fund Expenditures o Salaries and benefits make up 8z% of GF expenditures o Materials, supplies and services make up 18% n Transfers and Contingency make up 0% o Capital is 0% • • • • $9,000 $8,000 $7,000 $6,000 $5,000 $4,000 $3,000 $2,000 $1,000 $0 Total General Fund Expenditures 4th Quarter - (in thousands) Salaries Matl/Spls Capital • General Fund Expenditures Public Works Community Services Other General Gvrn't Public Safety • General Fund Expenditures General Government Community Services Public Safety Public Works Recreation Other Total Expenditures • %age of Bucket 93.66% 98.44% 102.92% 93.18% 96.24% 35.72% 98.580,/n Budget $ 1,137, 784 $ 17043,991 $ 51160,695 $ 211467475 $ 5247058 $ 60,200 $ 1070737203 • %age of Bucket 93.66% 98.44% 102.92% 93.18% 96.24% 35.72% 98.580,/n Actual $ 110651593 $ 11027,707 $ 51311,249 $ 21000,036 $ 504,350 $ 211506 $ 91930,442 • %age of Bucket 93.66% 98.44% 102.92% 93.18% 96.24% 35.72% 98.580,/n s General Fund Expenditure Comparison $12,000 $10,000 $8,000 $6,000 $4,000 $2,000 M 4th Quarter -(in thousands) 2010 zoog 20o8 zoo? • • 2010 Budget Challenges o State Budget Deficit Impact on city's budget o Loss of MVHC o Loss of LGA o Health insurance costs o Decline in investment income o Decline in building permit fees • • • City's Response o Revenues Eliminated Capital Levy o Expenditures 0% wages -Freeze for most employees Delayed hiring of vacant positions Eliminated non-critical capital items "Every little bit adds up" -small cuts across all city departments • • Special Revenue Fund Expenditures Chemical Assessment Economic Development Paratransit Housing Rehab Parking Communications Depot Coffee House Art Center Bucket $ 49,992 $ 258,013 $ 141382 $ 98,858 $1061759 97, 549 $ 200,432 $ 131,495 $7761376 $ 1071689 $ 737,139 • %age of Budget 260.42% 113.50% 119.66% 98.68% 89.58% 100.44% 81.90% 94.95% Actual $ 130,191 $ 292,851 $ 17,210 $ 97, 549 $ 95,637 $ 201,321 $ 1071689 $ 737,139 • %age of Budget 260.42% 113.50% 119.66% 98.68% 89.58% 100.44% 81.90% 94.95% L` • Enterprise Funds REVENUES e 2010 2010 % Budget YTD of budget Water $ 174727000 $ 113401202 91.05% Sewer 119641000 118147841 92.41% Refuse 8737030 8877633 101.67% Storm Sewer 8207140 8057250 98.18% Pavilion 3661650 3651646 99.73% e • • • Enterprise Funds EXPENDITURES 2010 2010 % Budget YTD of budget Water $1,137,035 $ 1,2231235 107.58% Sewer 17999,771 11838723 723 91.95% Refuse 9071178 761,891 83.98% Storm Sewer 426,236 456,179 107.03% Pavilion 4091198 3991635 97.66% • Enterprise Funds Net Total Total Income Revenues Expenses (Loss) Water $ 113401202 $ 112231235 $ 1161967 Sewer $ 118141841 $ 118381723 $ (23,883) Refuse $ 8871633 $ 7611891 $ 1251742 Storm Sewer $ 8051250 $ 456,179 $ 3491071 Pavilion $ 3651646 $ 3991635 $ (33,989) • • Cash & Investments December 31, 2010 o Bank Sweep Account a Certificates of Deposit o Government Securities Total $ 8,899,589 6,325,000 1,385,000 $16, 609, 589 • 0 Cash & Investments Breakdown by Fund Ownership o General Fund o Special Revenue Funds o Debt Funds o Capital Funds o Internal Service Funds o Enterprise Funds Total $ 41365,440 2,535,036 3,052, 503 21940,046 2,057,391 1,659,173 $ 16, 609, 589 Interest Earnings •