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HomeMy WebLinkAboutBudget Summary ReportCITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 5 months ending 2/28/2018 Page 1 EXPENDITURES BUDGET ACTUAL 42%FORECAST OPERATING EXPENDITURES Arts 535,600 138,328 26%464,200 Building Safety 867,600 413,777 48%939,800 Customer Services 406,700 152,094 37%412,700 Economic Development 391,700 107,398 27%393,500 Emergency Services 3,656,300 1,572,422 43%3,688,200 Financial Management 843,200 337,202 40%849,900 GIS 399,000 170,068 43%403,200 Golf Courses 414,900 128,412 31%687,100 Human Resources 124,200 43,923 35%125,500 Information Technology 664,900 244,283 37%670,400 Legacy Flight Museum 151,400 66,204 44%156,400 Legal Services 231,500 99,060 43%233,300 Mayor, Council & Mayor's Youth Advisory Board 370,000 193,198 52%424,200 Miscellaneous 53,200 26,652 50%53,200 Parks & Ball Diamonds 694,600 159,843 23%660,600 Planning & Zoning 331,400 136,355 41%324,800 Recreation Administration & Programs 423,100 119,640 28%471,700 Rexburg Rapids 452,800 48,160 11%488,500 Police Department Administration Division & Fund 09 1,118,000 477,256 43%1,128,800 Patrol Division & Funds 13 2,243,800 1,004,650 45%2,273,700 Investigations Division 692,000 315,807 46%701,900 Community Services Division & Funds 08,11,14 624,500 256,286 41%655,600 Total Police Department 4,678,300 2,053,999 44%4,760,000 Public Works Building Maintenance 44,100 16,221 37%44,800 Shop 608,700 223,923 37%610,100 Sanitation 2,104,300 841,152 40%2,108,400 Water 2,709,900 1,157,830 43%2,710,900 Wastewater - Treatment 2,768,300 1,241,805 45%2,836,600 Wastewater - Collections 1,488,700 619,139 42%1,492,400 Street Operations 2,277,300 763,430 34%2,300,000 Street Repair Contracts 1,132,000 27,482 2%1,132,000 Total Public Works 13,133,300 4,890,982 37%13,235,200 TOTAL OPERATING EXPENDITURES 28,823,700 11,102,000 39%29,442,400 CAPITAL EXPENDITURES Engineering 553,900 228,519 41%559,700 Construction 06,30,31,32,39,41,42,44,46,49,51-58,82,84,85 9,233,600 1,130,390 12%7,529,900 Contributed Capital Offset 2,070,000 0%2,070,000 Capital Reserve Funds 07,18,20,33,34,35,38 1,062,800 98,651 9%1,122,500 LID Debt Service Funds 59-69 1,119,300 48,231 4%1,119,300 Trust & RLF Funds 15,16,19,21,22,90,91 227,600 31,625 14%260,600 TOTAL CAPITAL EXPENDITURES 14,267,200 1,537,416 11%12,662,000 Contingent Operating Expenses 2,398,600 0%1,597,100 Contingent Capital Expenses 3,024,300 0%2,555,200 Internal Transfers Out for Operations 3,489,000 7,875 0%3,510,700 Internal Transfers Out for Capital 7,394,800 0%6,462,000 TOTAL EXPENDITURES FOR ALL FUNDS 59,397,600 12,647,291 21%56,229,400 CITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 5 months ending 2/28/2018 Page 2 REVENUES BUDGET ACTUAL 42%FORECAST OPERATING REVENUES County Road Tax 826,000 513,443 62%826,000 Federal Grants 509,200 90,577 18%509,200 Franchise Fees 1,723,000 532,577 31%1,723,000 Fund Balances for Operations 2,865,500 0%4,382,000 Investment Earnings 148,100 54,891 37%159,600 Unrealized Gain (Loss)-189,954 0% Interfund Charges for Services 3,299,700 1,362,958 41%3,301,800 Miscellaneous 510,000 207,986 41%515,100 Operating Contributions 2,951,600 981,025 33%3,084,500 Parks, Recreation, Museums, Arts, Golf 1,111,900 141,381 13%1,270,800 Permits & Licenses 752,700 432,587 57%959,500 Property Tax 4,557,100 2,735,536 60%4,557,100 State Taxes & Grants 2,841,100 764,767 27%2,866,100 Utility Charges -Water 2,827,500 902,022 32%2,827,500 Utility Charges -Wastewater 4,677,600 1,907,210 41%4,677,600 Utility Charges -Sanitation 2,128,400 981,296 46%2,128,400 TOTAL OPERATING REVENUES 31,729,400 11,418,302 36%33,788,200 CAPITAL REVENUES Borrowing 2,204,300 458,771 21%2,204,300 Capital Reserve Fees & Impact Fees 1,959,700 1,527,286 78%2,569,300 Capital Reserve Carryover Balances 2,196,500 0%3,355,400 Construction Funds 3,744,100 92,525 2%2,683,900 Contributed Capital 1,814,000 0%1,884,000 Engineering Billings 559,700 0%559,700 Fund Balances for Capital 1,010,000 0%1,429,200 Grants 808,800 18,657 2%808,800 LID Funds 357,400 29,525 8%357,400 Trust Funds 1,708,900 529,236 31%1,754,230 TOTAL CAPITAL REVENUES 16,363,400 2,656,000 16%17,606,230 Contingent Operating Revenues 46,000 0% Contingent Capital Revenues 0% Internal Transfers In for Operations 3,489,000 7,875 0%3,318,500 Internal Transfers In for Capital 7,769,800 0%5,904,800 TOTAL REVENUES ALL FUNDS 59,397,600 14,082,177 24%60,617,730 OPERATIONS SUMMARY TOTAL OPERATING REVENUES 35,264,400 11,426,177 36%37,106,700 TOTAL OPERATING EXPENDITURES 34,711,300 11,109,875 39%34,550,200 ---NET OPERATIONS 553,100 316,302 2,556,500 CAPITAL SUMMARY TOTAL CAPITAL REVENUES 24,133,200 2,656,000 16%23,511,030 TOTAL CAPITAL EXPENDITURES 24,686,300 1,537,416 11%21,679,200 ---NET CAPITAL TRANSACTIONS -553,100 1,118,584 1,831,830 TOTAL ALL REVENUES 59,397,600 14,082,177 24%60,617,730 TOTAL ALL EXPENDITURES 59,397,600 12,647,291 21%56,229,400 NET ALL REVENUES OVER EXPENDITURES 0 1,434,886 4,388,330 CITY OF REXBURG CASH & INVESTMENT FY 2018 BALANCE REPORT Page 3 BALANCE AS OF CASH & INVESTMENTS 2/28/2018 Bank of Commerce Legacy Flight Museum Checking 34,331 0.13% Beehive Credit Union CD 250,000 0.98% Cash On Hand 1,750 0.01% Citizens Community Bank CDARS 752,617 2.96% Citizens Community Bank Checking (RLF)262,725 1.03% Idaho Central Credit Union CD 250,000 0.98% Idaho Central Credit Union Savings 25 0.00% Moreton Asset Management Government Securities 3,718,924 14.62% Real Estate Investments (Streets)307,085 1.21% State Diversified Bond Fund 7,470,902 29.37% State Local Government Investment Pool--City 7,080,539 27.83% State Local Government Investment Pool--Fire District 439 0.00% Wells Fargo Bank Drug Fund Checking 16,720 0.07% Wells Fargo Bank Fire District Checking & Savings 753,839 2.96% Zions Bank Capital Advisors 2,519,047 9.90% Zions Bank Collateralized Acct 1,346,419 5.29% Zions Bank Direct Auction-Agencies 453,199 1.78% Zions Bank Direct Auction-CD 200,000 0.79% Zions Bank General Checking 2,069 0.01% Zions Bank Payroll Checking 20,046 0.08% TOTAL 25,440,676 100.00% 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