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HomeMy WebLinkAboutBudget Summary ReportCITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 3 months ending 12/31/2017 Page 1 EXPENDITURES BUDGET ACTUAL 25%FORECAST OPERATING EXPENDITURES Arts 535,600 75,077 14%341,700 Building Safety 876,400 261,199 30%763,200 Customer Services 412,700 89,310 22%316,300 Economic Development 325,600 65,597 20%322,400 Emergency Services 3,687,500 1,016,900 28%3,684,400 Financial Management 849,900 204,759 24%813,700 GIS 403,200 114,801 28%410,400 Golf Courses 414,900 78,004 19%400,500 Human Resources 125,500 26,597 21%114,200 Information Technology 670,400 150,721 22%521,100 Legacy Flight Museum 151,400 62,737 41%167,800 Legal Services 233,300 61,821 26%226,600 Mayor, Council & Mayor's Youth Advisory Board 423,700 109,239 26%549,500 Miscellaneous 53,200 18,643 35%51,100 Parks & Ball Diamonds 661,500 115,097 17%606,300 Planning & Zoning 335,700 80,939 24%247,000 Recreation Administration & Programs 424,900 70,569 17%392,000 Rexburg Rapids 453,200 27,033 6%480,600 Police Department Administration Division & Fund 09 1,121,100 275,889 25%1,080,400 Patrol Division & Funds 13 2,276,200 517,298 23%2,089,400 Investigations Division 697,100 196,457 28%651,200 Community Services Division & Funds 08,11,14 605,900 138,085 23%574,100 Total Police Department 4,700,300 1,127,729 24%4,395,100 Public Works Building Maintenance 44,800 10,184 23%44,300 Shop 613,100 132,660 22%534,400 Sanitation 2,108,400 452,875 21%1,929,700 Water 2,718,600 682,321 25%2,544,500 Wastewater - Treatment 2,763,300 763,783 28%2,661,000 Wastewater - Collections 1,493,000 381,742 26%1,261,400 Street Operations 2,289,500 438,274 19%1,815,500 Street Repair Contracts 1,132,000 22,231 2%163,400 Total Public Works 13,162,700 2,884,070 22%10,954,200 TOTAL OPERATING EXPENDITURES 28,901,600 6,640,842 23%25,758,100 CAPITAL EXPENDITURES Engineering 559,700 138,060 25%566,900 Construction 06,30,31,32,39,41,42,44,46,49,51-58,82,84,85 7,074,700 1,029,613 15%11,888,400 Contributed Capital 2,070,000 0%1,815,000 Capital Reserve Funds 07,18,20,33,34,35,38 962,800 2,041 0%823,200 LID Debt Service Funds 59-69 1,119,300 0%1,112,800 Trust & RLF Funds 15,16,19,21,22,90,91 227,600 21,826 10%226,100 TOTAL CAPITAL EXPENDITURES 12,014,100 1,191,540 10%16,432,400 Contingent Operating Expenses 2,305,300 0%1,200 Contingent Capital Expenses 3,088,900 0%177,000 Internal Transfers Out for Operations 3,510,700 4,725 0%3,557,000 Internal Transfers Out for Capital 7,394,800 0%10,395,500 TOTAL EXPENDITURES FOR ALL FUNDS 57,215,400 7,837,107 14%56,321,200 CITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 3 months ending 12/31/2017 Page 2 REVENUES BUDGET ACTUAL 25%FORECAST OPERATING REVENUES County Road Tax 826,000 99,895 12%809,100 Federal Grants 506,400 58,123 11%814,100 Franchise Fees 1,723,000 464,980 27%1,754,500 Fund Balances for Operations 2,838,500 0%2,788,200 Investment Earnings 148,100 34,092 23%142,600 Unrealized Gain (Loss)-78,232 0% Interfund Charges for Services 3,301,800 817,775 25%2,914,900 Miscellaneous 510,000 119,902 24%493,000 Operating Contributions 2,969,300 260,310 9%2,746,800 Parks, Recreation, Museums, Arts, Golf 1,111,900 67,186 6%1,138,300 Permits & Licenses 752,700 266,993 35%752,200 Property Tax 4,557,100 515,700 11%4,314,400 State Taxes & Grants 2,841,100 777,449 27%2,863,200 Utility Charges -Water 2,827,500 566,179 20%2,599,900 Utility Charges -Wastewater 4,677,600 1,138,177 24%4,163,500 Utility Charges -Sanitation 2,128,400 599,780 28%2,028,800 TOTAL OPERATING REVENUES 31,719,400 5,708,309 18%30,323,500 CAPITAL REVENUES Borrowing 2,204,300 0%5,888,700 Capital Reserve Funds 3,885,000 842,441 22%6,631,500 Construction Funds 1,960,200 54,179 3%925,200 Contributed Capital 1,814,000 0%6,264,000 Engineering Billings 559,700 0%567,200 Fund Balances for Capital 1,246,200 0%1,576,100 Grants 808,800 196,961 24%1,644,400 LID Funds 357,400 24,991 7%579,900 Trust Funds 1,708,900 32,783 2%1,594,600 TOTAL CAPITAL REVENUES 14,544,500 1,151,355 8%25,671,600 Contingent Operating Revenues 46,000 0% Contingent Capital Revenues 0% Internal Transfers In for Operations 3,510,700 4,725 0%3,562,200 Internal Transfers In for Capital 7,394,800 0%11,139,400 TOTAL REVENUES ALL FUNDS 57,215,400 6,864,389 12%70,696,700 OPERATIONS SUMMARY TOTAL OPERATING REVENUES 35,276,100 5,713,034 18%33,885,700 TOTAL OPERATING EXPENDITURES 34,717,600 6,645,567 23%29,316,300 ---NET OPERATIONS 558,500 -932,533 4,569,400 CAPITAL SUMMARY TOTAL CAPITAL REVENUES 21,939,300 1,151,355 8%36,811,000 TOTAL CAPITAL EXPENDITURES 22,497,800 1,191,540 10%27,004,900 ---NET CAPITAL TRANSACTIONS -558,500 -40,185 9,806,100 TOTAL ALL REVENUES 57,215,400 6,864,389 12%70,696,700 TOTAL ALL EXPENDITURES 57,215,400 7,837,107 14%56,321,200 NET ALL REVENUES OVER EXPENDITURES 0 -972,718 14,375,500 CITY OF REXBURG CASH & INVESTMENT FY 2018 BALANCE REPORT Page 3 BALANCE AS OF CASH & INVESTMENTS 12/31/2017 Bank of Commerce Legacy Flight Museum Checking 5,702 0.03% Beehive Credit Union CD 250,000 1.21% Cash On Hand 1,250 0.01% Citizens Community Bank CDARS 752,495 3.63% Citizens Community Bank Checking (RLF)245,278 1.18% Idaho Central Credit Union CD 250,000 1.21% Idaho Central Credit Union Savings 25 0.00% Moreton Asset Management Government Securities 3,700,743 17.86% Real Estate Investments (Streets)307,085 1.48% State Diversified Bond Fund 7,549,805 36.43% State Local Government Investment Pool--City 3,855,939 18.61% State Local Government Investment Pool--Fire District 439 0.00% Wells Fargo Bank Drug Fund Checking 18,920 0.09% Wells Fargo Bank Fire District Checking & Savings 380,988 1.84% Zions Bank Capital Advisors 2,527,896 12.20% Zions Bank Collateralized Acct 175,261 0.85% Zions Bank Direct Auction-Agencies 451,437 2.18% Zions Bank Direct Auction-CD 200,000 0.97% Zions Bank General Checking 28,201 0.14% Zions Bank Payroll Checking 20,000 0.10% TOTAL 20,721,464 100.00% 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