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VII.2. 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: April 21, 2026 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 $375,893 or 1.93%. General Fund expenditures exceeded budget by $430,794 or 2.15%. The fund balance decreased by $542,811, which is $54,811 more than projected. Ending fund balance is 38.04% of budgeted expenditures. The City’s policy is to maintain a fund balance percentage of 42%. The Minnesota Office of the State Auditor recommends a fund balance percentage of 35% - 50%. The main factor for the decrease in fund balance is the approved budget. The original budget was adopted on December 2, 2024 with a $400,000 decrease to fund balance. The budget was amended on June 3, 2025 to increase budgeted expenditures by $88,000 and authorize the hiring of two additional full-time firefighters on July 1st. Projected Actual Fund Balance on 1/1/2025 8,154,294 8,154,294 2025 Revenues 19,520,490 19,896,473 2025 Expenditures 20,008,490 20,439,284 Decrease (488,000) (542,811) Fund Balance on 12/31/2025 7,666,294 7,611,483 Fund Balance as a Percent of Budgeted Expenditures 38.32%38.04% Finance Department Special Revenue Funds The Chemical Assessment, Economic Development, Parking, Communications, Depot and Arts Center and Sustainability Funds collectively decreased their fund balances by $37,082 • Chemical Assessment – decreased fund balance by $52,783, due to timing of reimbursements received. • Economic Development – decreased fund balance by $177,433 primarily due to a transfer of $150,000 to the City’s Affordable Housing Trust Fund approved on March 4, 2025. • Parking Fund – decreased fund balance by $13,707, due to decreased parking demand at muncipal lots and the parking ramp. The decrease was offset by a $75,000 tax levy in 2025. • Communication Fund – increased fund balance by $24,508, due to collecting more Public, Educational and Government (PEG) franchise fees than related PEG expenditures. • Depot Fund – increased fund balance by $13,707, as the facility continues to build upon its successful reopening and continues to increase revenue. • Arts Center - increased fund balance by $80,895. The increase can be attributed to cost-effective operations and is the second year since 1997 without a fund balance deficit. Enterprise Funds The Water, Sewer, Refuse, Storm Sewer and Pavilion Funds collectively increased their working capital by $1,102,234. 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 Comm. Fund Depot Fund Arts Center Sustainability Fund Fund Balance on 1/1/2025 (43,110) 4,847,662 (225,299) 28,651 (143,069) 38,457 32,663 2025 Revenues 24,521 983,099 139,195 55,331 232,277 1,291,685 500,941 2025 Expenditures 77,304 1,160,532 180,456 30,824 245,984 1,210,790 358,243 Increase/(Decrease)(52,783) (177,433) (41,261) 24,508 (13,707) 80,895 142,699 Fund Balance on 12/31/2025 (95,893) 4,670,229 (266,560) 53,159 (156,776) 119,352 175,362 Water Sewer Refuse Storm Sewer Pavilion Working Capital on 1/1/2025 1,588,131 1,946,446 1,126,096 3,088,853 - Increase (Decrease) to Working Capital Operating Activities 1,049,206 662,841 250,634 586,335 358,219 Capital & Financing Activities (806,269) (492,105) - (301,625) (205,000) Increase/(Decrease)242,936 170,736 250,634 284,710 153,219 Working Capital on 12/31/2025 1,831,067 2,117,182 1,376,730 3,373,563 153,219