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HomeMy WebLinkAboutBudget Summary ReportCITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 4 months ending 1/31/2018 Page 1 EXPENDITURES BUDGET ACTUAL 33%FORECAST OPERATING EXPENDITURES Arts 535,600 108,874 20%557,600 Building Safety 876,400 335,662 38%876,400 Customer Services 412,700 116,511 28%412,700 Economic Development 325,600 86,212 26%325,600 Emergency Services 3,687,500 1,327,999 36%3,687,500 Financial Management 849,900 282,489 33%849,900 GIS 403,200 142,671 35%403,200 Golf Courses 414,900 98,163 24%605,000 Human Resources 125,500 35,630 28%125,500 Information Technology 670,400 196,917 29%670,400 Legacy Flight Museum 151,400 65,319 43%151,400 Legal Services 233,300 81,101 35%233,300 Mayor, Council & Mayor's Youth Advisory Board 423,700 157,922 37%423,700 Miscellaneous 53,200 25,216 47%53,200 Parks & Ball Diamonds 661,500 142,431 22%661,500 Planning & Zoning 335,700 107,741 32%335,700 Recreation Administration & Programs 424,900 97,250 23%380,800 Rexburg Rapids 453,200 37,177 8%474,400 Police Department Administration Division & Fund 09 1,121,100 369,993 33%1,127,300 Patrol Division & Funds 13 2,276,200 796,759 35%2,276,200 Investigations Division 697,100 258,613 37%699,900 Community Services Division & Funds 08,11,14 605,900 185,094 31%632,900 Total Police Department 4,700,300 1,610,459 34%4,736,300 Public Works Building Maintenance 44,800 13,643 30%44,800 Shop 613,100 178,017 29%613,100 Sanitation 2,108,400 676,655 32%2,108,400 Water 2,718,600 882,586 32%2,718,600 Wastewater - Treatment 2,763,300 1,043,184 38%2,763,300 Wastewater - Collections 1,493,000 505,445 34%1,493,000 Street Operations 2,289,500 633,516 28%2,289,500 Street Repair Contracts 1,132,000 27,326 2%1,132,000 Total Public Works 13,162,700 3,960,372 30%13,162,700 TOTAL OPERATING EXPENDITURES 28,901,600 9,016,116 31%29,126,800 CAPITAL EXPENDITURES Engineering 559,700 183,864 33%559,700 Construction 06,30,31,32,39,41,42,44,46,49,51-58,82,84,85 7,074,700 1,067,683 15%7,274,700 Contributed Capital 2,070,000 0%2,070,000 Capital Reserve Funds 07,18,20,33,34,35,38 962,800 40,300 4%1,062,800 LID Debt Service Funds 59-69 1,119,300 0%1,119,300 Trust & RLF Funds 15,16,19,21,22,90,91 227,600 24,785 11%227,600 TOTAL CAPITAL EXPENDITURES 12,014,100 1,316,632 11%12,314,100 Contingent Operating Expenses 2,305,300 0%2,305,300 Contingent Capital Expenses 3,088,900 0%2,575,200 Internal Transfers Out for Operations 3,510,700 6,300 0%3,510,700 Internal Transfers Out for Capital 7,394,800 0%7,394,800 TOTAL EXPENDITURES FOR ALL FUNDS 57,215,400 10,339,048 18%57,226,900 CITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 4 months ending 1/31/2018 Page 2 REVENUES BUDGET ACTUAL 33%FORECAST OPERATING REVENUES County Road Tax 826,000 504,877 61%826,000 Federal Grants 506,400 88,615 17%509,200 Franchise Fees 1,723,000 486,521 28%1,723,000 Fund Balances for Operations 2,838,500 0%4,381,800 Investment Earnings 148,100 43,366 29%148,100 Unrealized Gain (Loss)(165,997) 0% Interfund Charges for Services 3,301,800 1,090,366 33%3,301,800 Miscellaneous 510,000 172,776 34%510,000 Operating Contributions 2,969,300 722,960 24%2,984,300 Parks, Recreation, Museums, Arts, Golf 1,111,900 96,237 9%1,264,500 Permits & Licenses 752,700 362,122 48%752,700 Property Tax 4,557,100 2,691,336 59%4,557,100 State Taxes & Grants 2,841,100 637,651 22%2,866,100 Utility Charges -Water 2,827,500 732,423 26%2,827,500 Utility Charges -Wastewater 4,677,600 1,540,302 33%4,677,600 Utility Charges -Sanitation 2,128,400 797,479 37%2,128,400 TOTAL OPERATING REVENUES 31,719,400 9,801,034 31%33,458,100 CAPITAL REVENUES Borrowing 2,204,300 0%2,204,300 Capital Reserve Funds 3,885,000 1,243,447 32%4,803,400 Construction Funds 1,960,200 74,056 4%1,382,000 Contributed Capital 1,814,000 0%1,814,000 Engineering Billings 559,700 0%559,700 Fund Balances for Capital 1,246,200 0%1,797,000 Grants 808,800 18,047 2%808,800 LID Funds 357,400 27,463 8%357,400 Trust Funds 1,708,900 118,495 7%1,754,330 TOTAL CAPITAL REVENUES 14,544,500 1,481,508 10%15,480,930 Contingent Operating Revenues 46,000 0% Contingent Capital Revenues 0% Internal Transfers In for Operations 3,510,700 6,300 0%3,336,200 Internal Transfers In for Capital 7,394,800 0%7,394,800 TOTAL REVENUES ALL FUNDS 57,215,400 11,288,842 20%59,670,030 OPERATIONS SUMMARY TOTAL OPERATING REVENUES 35,276,100 9,807,334 31%36,794,300 TOTAL OPERATING EXPENDITURES 34,717,600 9,022,416 31%34,942,800 ---NET OPERATIONS 558,500 784,918 1,851,500 CAPITAL SUMMARY TOTAL CAPITAL REVENUES 21,939,300 1,481,508 10%22,875,730 TOTAL CAPITAL EXPENDITURES 22,497,800 1,316,632 11%22,284,100 ---NET CAPITAL TRANSACTIONS -558,500 164,876 591,630 TOTAL ALL REVENUES 57,215,400 11,288,842 20%59,670,030 TOTAL ALL EXPENDITURES 57,215,400 10,339,048 18%57,226,900 NET ALL REVENUES OVER EXPENDITURES 0 949,794 2,443,130 CITY OF REXBURG CASH & INVESTMENT FY 2018 BALANCE REPORT Page 3 BALANCE AS OF CASH & INVESTMENTS 1/31/2018 Bank of Commerce Legacy Flight Museum Checking 10,630 0.04% Beehive Credit Union CD 250,000 1.00% Cash On Hand 1,250 0.01% Citizens Community Bank CDARS 752,559 3.02% Citizens Community Bank Checking (RLF)245,278 0.98% Idaho Central Credit Union CD 250,000 1.00% Idaho Central Credit Union Savings 25 0.00% Moreton Asset Management Government Securities 3,696,806 14.82% Real Estate Investments (Streets)307,085 1.23% State Diversified Bond Fund 7,495,764 30.04% State Local Government Investment Pool--City 7,072,448 28.35% State Local Government Investment Pool--Fire District 439 0.00% Wells Fargo Bank Drug Fund Checking 18,920 0.08% Wells Fargo Bank Fire District Checking & Savings 345,516 1.38% Zions Bank Capital Advisors 2,519,240 10.10% Zions Bank Collateralized Acct 1,037,429 4.16% Zions Bank Direct Auction-Agencies 452,050 1.81% Zions Bank Direct Auction-CD 200,000 0.80% Zions Bank General Checking 273,356 1.10% Zions Bank Payroll Checking 19,979 0.08% TOTAL 24,948,774 100.00% I, Matt K. Nielson, as Treasurer of the City of Rexburg, hereby under oath, certify to best of my knowledge, that the above accounting of expenses, revenues, and cash and investment balances is true and correct. Percentage of Portfolio