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Third Quarter Financial ReportMEMORANDUM Date: October 15, 2013 To: Mayor & City Council From: Christine Harkess, Finance Director FINANCE DEPARTMENT Subject: Third Quarter 2013 Financial and Investment Report Attached is the third 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. 2013 3rd QUARTER FINANCIAL AND INVESTMENT REPORT CITY OF HOPKINS General Fund — Overview At the end of 3rd Quarter - o Revenues are at 77% of total budget o Expenditures are at 74% of budget Grants Received 3rd Quarter Total = $217,997 o Federal- $21,884 for COPS grant o State - $12,097 for DDACTS Grant o State - $6,445 for TZD Grant o State - $79,348 for Fire Prevention o State - $3,804 for Firefighter training o State- $15,694 for Chemical Assmnt Team o State - $50,000 DEED Grant for Klodt o Hennepin Co - $3,500 Active Living Grant o State Arts Board - $641 for Arts Center o Hennepin Co - $24,584 Recycling Grant GENERAL FUND REVENUES age of Budget Actual Budget Taxes $ 8,954,274 $ 6,689,060 74.70% Intergovernmental $ 498,510 $ 311,447 62.48% Licenses, Permits & Fines $ 526,595 $ 654,649 124.32% Charges for Services $ 187,850 $ 256,669 136.64% Miscellaneous $ 413,100 $ 253,111 61.27% Total Revenues $10,580,329 $ 8,164,936 77.17% Total General Fund Expenditures 3rd Quarter - (in thousands) $7,000 ■ 2013 $6,000 2012 2011 $5,000 ■ 2010 $4,000 $3,000 - --._..---- -------------- $2,000 ---------$2,000 $1,000 --- ------ $0 Salaries Matl/Spls Capital General Fund Expenditures y Other - ■ Planning & Community Recreation Development _ General Government y Public Works /i Public Safety o Community) Services N n General Fund Expenditures age of Budaet Actual Budaet General Government $ 1,269,025 $ 891,544 70.25% Community Services $ 901,681 $ 610,970 67.76% Public Safety $ 5,310,329 $ 3,936,958 74.14% Public Works $ 2,266,002 $1,631,845 72.01% Recreation $ 544,483 $ 461,495 84.76% Urban Development $ 218,609 $ 156,285 71.49% Other $ 70,200 $ 92,461 131.71% Total Expenditures $10,580,329 $ 7,781,558 73.55% General Fund Expenditure Comparison 3rd Quarter -(in thousands) 4 Special Revenue Fund Revenues %age of Budaet Actual Budaet Chemical Assessment $ 45,000 $ 30,073 66.83% Economic Development $ 240,000 $ 243,790 101.58% Parking $ 94,000 $ 84,227 89.60% Communications $ 223,500 $ 179,282 80.22% Depot Coffee House $ 330,000 $ 251,986 76.36% Art Center $ 766,310 $ 487,903 63.67% Special Revenue Fund Expenditures age of Budaet Actual Budaet Chemical Assessment $ 45,000 $ 51,680 114.84% Economic Development $ 286,814 $ 155,153 54.10% Parking $ 89,094 $ 109,713 123.14% Communications $ 218,264 $ 136,600 62.58% Depot Coffee House $ 327,300 $ 254,276 77.69% Art Center $ 765,418 $ 555,519 72.58% 5 Special Revenue Funds Financial Position Change Budaet Actual In Fund Cash Revenues Expenses Balance Balance Chemical Assessment $ 30,073 $ 51,680 $(21,607) $ (18,660) Economic Development $ 243,790 $ 155,153 $ 88,637 $2,104,023 Parking $ 84,227 $ 109,713 $(25,486) $ 151,428 Communications $ 179,282 $ 136,600 $ 42,682 $ 368,581 Depot Coffee House $ 251,986 $ 254,276 $ (2,290) $ 8,010 Art Center $ 487,903 $ 555,519 $(67,616) $ (874,667) Enterprise Funds Revenues age of Budaet Actual Budget Water $ 1,464,385 $ 1,147,305 78.35% Sewer $2,037,150 $1,506,396 73.95% Refuse $ 988,700 $ 710,410 71.85% Storm Sewer $ 809,940 $ 602,779 74.42% Pavilion $ 366,100 $ 267,076 72.95% 6 7 Enterprise Funds Expenses Funds age of Budget Actual Budaet Water $ 1,290,716 $ 972,199 75.32% Sewer $2,151,056 $ 1,454,296 67.61% Cash Refuse $ 878,275 $ 575,206 65.49% Storm Sewer $ 533,304 $ 383,454 71.90% Water Pavilion $ 419,981 $ 295,753 70.42% 7 Enterprise Funds Net Income Cash Revenues Expenses Loss Balance Water $1,147,305 $ 972,199 $ 175,106 $ 967,056 Sewer $1,506,396 $ 1,454,296 $ 52,100 $ 865,078 Refuse $ 710,410 $ 575,206 $ 135,204 $ 807,214 Storm Sewer $ 602,779 $ 383,454 $ 219,325 $1,260,487 Pavilion $ 267,076 $ 295,753 $ (28,677) $ 126,134 7 Cash & Investments September 30, 2013 Bank Sweep Account $ 4,603,013 Certificates of Deposit 4,902,000 Government Securities 8,301,538 Tota 1 $ 17, 806, 551 Cash & Investments Breakdown by Fund Ownership General Fund Special Revenue Funds Debt Service Funds Capital Funds Internal Service Funds Enterprise Funds Tota I $2,979,786 3,168, 229 2, 075,126 3,512,184 2, 045, 258 41025,968 $17,806,551 8 Interest Earnings $100,000 $80,000 .t" $60,000 $40,000 $20,000 $0 2013 2012 2011 2010 Looking Ahead Special Revenue & Enterprise Funds 2014 Budget Review 2014 budget meeting set for December 3rd at 7:00 pm Financial Management Plan - continue to review and refine y