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Second Quarter 2012 Financial and Investement ReportMEMORANDUM FINANCE DEPARTMENT Date: July 17, 2012 To: Mayor & City Council From: Christine Harkess, Finance Director Subject: Second Quarter 2012 Financial and Investment Report Attached is the second quarter financial and investment report power point presentation. If you have any questions in advance please contact me. A full presentation will be given at the council meeting. 2012 2nd QUARTER FINANCIAL AND INVESTMENT REPORT CITY OF HOPKINS General Fund — Overview At the end of 2nd Quarter - Revenues are at 49% of total budget Expenditures are at 47% of budget Grants Received 2nd Quarter o Federal- $20,601 COPS grant o State - $2,357 for DWI/HEAT grant o Federal - $449 for Metro Drug Task Force o State- $10,398 for the Chemical Assessment Team o Hennepin County - $2,843 for Recycling grant (installment payment) GENERAL FUND REVENUES % age of Budget Actual Budget Taxes $ 8,889,091 $ 4,443,796 49.99% Intergovernmental $ 512,370 $ 96,061 18.75% Licenses, Permits & Fines $ 485,615 $ 346,159 71.28% Charges for Services $ 245,150 $ 117,859 48.08% Miscellaneous $ 399,299 $ 117,952 29.54% Interest Income $ 25,000 $ 4,735 18.94% Total Revenues $ 10,556,525 $ 5,126,562 48.56% Total General Fund Expenditures 2nd Quarter - (in thousands) $4,000 u 2012 w2011 Li 2010 $3,000 2009 $2,000 $1,000 $0 Salaries Matl/Spls Capital General Fund Expenditures Recreation Public Works Community •�' '� Services Planning & Comm Dev 1 General Gvrn't Public Safety General Fund Expenditures % age of Budget Actual Budget General Government $ 1,224,264 $ 557,565 45.54% Community Services $ 896,228 $ 357,185 39.85% Public Safety $ 5,385,456 $ 2,587,352 48.04% Public Works $ 2,198,677 $ 963,520 43.82% Recreation $ 533,864 $ 319,529 59.85% Planning & Comm Dev $ 212,836 $ 91,490 42.99% Other $ 105,200 $ 53,972 51.30% Total Expenditures $10,556,525 $ 4,930,613 46.71% General Fund Expenditure Comparison l st Quarter -(in thousands) $6,000 $5,000 $4,000 $3,000 $2,000 $1,000 $0 2012 2011 2010 2009 4 Special Revenue Fund Revenues % age of Budget Actual Budget Chemical Assessment $ 45,000 $ 10,399 23.11% Economic Development $188,500 $ 839,592 445.41% Parking $ 88,500 $ 82,875 93.64% Communications $201,500 $ 56,002 27.79% Depot Coffee House $130,000 $133,344 102.57% Art Center $ 781,247 $ 340,985 43.65% Special Revenue Fund Expenditures % age of Budget Actual Budget Chemical Assessment $ 45,000 $ 32,319 71.82% Economic Development $268,553 $ 125,569 46.76% Parking $ 88,130 $ 41,937 47.59% Communications $ 210,026 $ 97,371 46.36% Depot Coffee House $120,175 $ 114,298 95.11% Art Center $ 779,452 $ 373,797 47.96% ti Special Revenue Funds Financial Position Chemical Assessment Economic Development Parking Communications Depot Coffee House Art Center Revenues Expenses $ 10,399 $ 32,319 $ 839,592 $125,569 $ 82,875 $ 41,937 $ 56,002 $ 97,371 $ 133,344 $ 114,298 $ 340,985 $ 373,797 Change In Fund Cash Balance Balance $ (21,920) $ (23,269) $ 714,023 $ 738,424 $ 40,938 $ 211,443 $ (41,369) $ 359,023 $ 19,046 $ 34,619 $ (32,812) $(798,712) 6 Enterprise Funds Revenues % age of Budget Actual Budget Water $1,387,870 $ 517,378 37.28% Sewer $2,156,500 $ 806,033 37.38% Refuse $ 975,360 $ 460,740 47.24% Storm Sewer $ 811,340 $ 402,699 49.63% Pavilion $ 361,180 $ 253,202 70.10% 6 7 Enterprise Funds Expenditures % age of Budget Actual Budget Water $1,234,153 $ 602,704 48.84% Sewer $1,993,348 $ 904,278 45.36% Refuse $ 929,976 $ 372,311 40.03% Storm Sewer $ 527,521 $ 190,690 36.15% Pavilion $ 419,005 $ 188,875 45.08% 7 Enterprise Funds Net Income Cash Revenues Expenses Loss Balance Water $ 517,378 $ 602,704 $ (85,326) $(663,389) Sewer $ 806,033 $ 904,278 $ (98,245) $ (1,069) Refuse $ 460,740 $ 372,311 $ 88,429 $ 601,653 Storm Sewer $ 402,699 $ 190,690 $ 212,009 $ 371,690 Pavilion $ 253,202 $ 188,875 $ 64,327 $ (43,043) 7 Cash & Investments June 30, 2012 o Bank Sweep Account o Certificates of Deposit o Government Securities Tota I $ 4,387,091 4,197,000 3,733,726 $ 12,317,817 Cash & Investments Breakdown by Fund Ownership General Fund $3,608,860 Special Revenue Funds 1,631,202 Debt Service Funds 1,126,325 Capital Funds 3,345,895 Internal Service Funds 2,038,686 Enterprise Funds 566,750 Total $12,317,717 8 Interest Earnings 100,000 75,000 50,000 25,000 0 2012 2011 2010 2009 Looking Ahead Bond Sale - set for August 21St Equipment Certificates Street Improvements Special Assessment Water/Sewer/Storm Sewer Revenue Refunding on 2003 HRA Bonds o ERP/CIP review on 2013-2017 plan 0 2013 budget review o Financial Management Plan 2012 2nd QUARTER FINANCIAL AND INVESTMENT f REPORT Questions?