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HomeMy WebLinkAboutBudget Summary ReportCITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 6 months ending 3/31/2018 Page 1 EXPENDITURES BUDGET ACTUAL 50%FORECAST OPERATING EXPENDITURES Arts 535,600 161,704 30%490,300 Building Safety 867,600 484,329 56%943,400 Customer Services 406,700 180,481 44%339,400 Economic Development 391,700 146,667 37%386,700 Emergency Services 3,656,300 1,872,071 51%3,865,300 Financial Management 843,200 394,834 47%873,600 GIS 399,000 198,588 50%391,950 Golf Courses 414,900 157,406 38%622,700 Human Resources 124,200 53,094 43%124,800 Information Technology 664,900 292,812 44%631,700 Legacy Flight Museum 151,400 67,435 45%144,650 Legal Services 231,500 117,150 51%233,300 Mayor, Council & Mayor's Youth Advisory Board 370,000 220,123 59%383,700 Miscellaneous 53,200 31,541 59%46,700 Parks & Ball Diamonds 694,600 186,038 27%705,100 Planning & Zoning 331,400 161,850 49%330,300 Recreation Administration & Programs 423,100 172,126 41%541,700 Rexburg Rapids 452,800 77,292 17%483,300 Police Department Administration Division & Fund 09 1,118,000 562,427 50%1,152,700 Patrol Division & Funds 13 2,243,800 1,182,212 53%2,256,900 Investigations Division 692,000 371,816 54%705,600 Community Services Division & Funds 08,11,14 624,500 309,271 50%652,200 Total Police Department 4,678,300 2,425,726 52%4,767,400 Public Works Building Maintenance 44,100 22,466 51%47,700 Shop 608,700 270,253 44%564,400 Sanitation 2,104,300 993,270 47%2,076,700 Water 2,709,900 1,360,772 50%2,711,900 Wastewater - Treatment 2,768,300 1,469,922 53%2,856,600 Wastewater - Collections 1,488,700 756,577 51%1,492,400 Street Operations 2,277,300 908,100 40%2,287,500 Street Repair Contracts 1,132,000 30,085 3%1,132,000 Total Public Works 13,133,300 5,811,445 44%13,169,200 TOTAL OPERATING EXPENDITURES 28,823,700 13,212,712 46%29,475,200 CAPITAL EXPENDITURES Engineering 553,900 278,292 50%551,900 Construction 06,30,31,32,39,41,42,44,46,49,51-58,82,84,85 9,233,600 1,233,783 13%6,971,400 Contributed Capital Offset 2,070,000 0%2,070,000 Capital Reserve Funds 07,18,20,33,34,35,38 1,062,800 158,426 15%1,044,000 LID Debt Service Funds 59-69 1,119,300 209,368 19%1,119,300 Trust & RLF Funds 15,16,19,21,22,90,91 227,600 65,711 29%225,100 TOTAL CAPITAL EXPENDITURES 14,267,200 1,945,580 14%11,981,700 Contingent Operating Expenses 2,398,600 0%393,600 Contingent Capital Expenses 3,024,300 0%1,044,800 Internal Transfers Out for Operations 3,489,000 9,450 0%3,654,300 Internal Transfers Out for Capital 7,394,800 0%6,264,300 TOTAL EXPENDITURES FOR ALL FUNDS 59,397,600 15,167,742 26%52,813,900 CITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 6 months ending 3/31/2018 Page 2 REVENUES BUDGET ACTUAL 50%FORECAST OPERATING REVENUES County Road Tax 826,000 527,267 64%830,000 Federal Grants 509,200 90,577 18%584,200 Franchise Fees 1,723,000 578,350 34%1,768,300 Fund Balances for Operations 2,865,500 0%4,035,000 Investment Earnings 148,100 68,548 46%135,700 Unrealized Gain (Loss)-178,892 0% Interfund Charges for Services 3,299,700 1,635,550 50%3,253,100 Miscellaneous 510,000 270,086 53%542,500 Operating Contributions 2,951,600 1,081,935 37%3,103,400 Parks, Recreation, Museums, Arts, Golf 1,111,900 198,824 18%1,269,300 Permits & Licenses 752,700 498,082 66%955,900 Property Tax 4,557,100 2,805,114 62%4,557,100 State Taxes & Grants 2,841,100 767,267 27%2,971,100 Utility Charges -Water 2,827,500 1,074,230 38%2,827,500 Utility Charges -Wastewater 4,677,600 2,281,779 49%4,677,600 Utility Charges -Sanitation 2,128,400 1,175,231 55%2,227,700 TOTAL OPERATING REVENUES 31,729,400 12,873,948 41%33,738,400 CAPITAL REVENUES Borrowing 2,204,300 458,771 21%2,204,300 Capital Reserve Fees & Impact Fees 1,959,700 1,812,057 92%2,616,300 Capital Reserve Carryover Balances 2,196,500 0%3,355,400 Construction Funds 3,744,100 111,606 3%2,683,900 Contributed Capital 1,814,000 0%1,864,000 Engineering Billings 559,700 0%551,900 Fund Balances for Capital 1,010,000 0%1,429,200 Grants 808,800 18,947 2%750,600 LID Funds 357,400 30,904 9%357,400 Trust Funds 1,708,900 536,799 31%1,729,500 TOTAL CAPITAL REVENUES 16,363,400 2,969,084 18%17,542,500 Contingent Operating Revenues 46,000 0% Contingent Capital Revenues 0% Internal Transfers In for Operations 3,489,000 9,450 0%3,487,300 Internal Transfers In for Capital 7,769,800 0%5,798,200 TOTAL REVENUES ALL FUNDS 59,397,600 15,852,482 27%60,566,400 OPERATIONS SUMMARY TOTAL OPERATING REVENUES 35,264,400 12,883,398 41%37,225,700 TOTAL OPERATING EXPENDITURES 34,711,300 13,222,162 46%33,523,100 ---NET OPERATIONS 553,100 -338,764 3,702,600 CAPITAL SUMMARY TOTAL CAPITAL REVENUES 24,133,200 2,969,084 18%23,340,700 TOTAL CAPITAL EXPENDITURES 24,686,300 1,945,580 14%19,290,800 ---NET CAPITAL TRANSACTIONS -553,100 1,023,504 4,049,900 TOTAL ALL REVENUES 59,397,600 15,852,482 27%60,566,400 TOTAL ALL EXPENDITURES 59,397,600 15,167,742 26%52,813,900 NET ALL REVENUES OVER EXPENDITURES 0 684,740 7,752,500 CITY OF REXBURG CASH & INVESTMENT FY 2018 BALANCE REPORT Page 3 BALANCE AS OF CASH & INVESTMENTS 3/31/2018 Bank of Commerce Legacy Flight Museum Checking 12,631 0.05% Beehive Credit Union CD 250,000 1.00% Cash On Hand 1,750 0.01% Citizens Community Bank CDARS 752,681 3.00% Citizens Community Bank Checking (RLF)267,736 1.07% Idaho Central Credit Union CD 250,000 1.00% Idaho Central Credit Union Savings 25 0.00% Moreton Asset Management Government Securities 3,725,830 14.84% Real Estate Investments (Streets)307,085 1.22% State Diversified Bond Fund 7,491,467 29.85% State Local Government Investment Pool--City 7,089,994 28.25% State Local Government Investment Pool--Fire District 439 0.00% Wells Fargo Bank Drug Fund Checking 16,420 0.07% Wells Fargo Bank Fire District Checking & Savings 760,572 3.03% Zions Bank Capital Advisors 2,525,911 10.06% Zions Bank Collateralized Acct 638,877 2.55% Zions Bank Direct Auction-Agencies 453,729 1.81% Zions Bank Direct Auction-CD 200,000 0.80% Zions Bank General Checking 331,613 1.32% Zions Bank Payroll Checking 21,487 0.09% TOTAL 25,098,247 100.00% 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