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HomeMy WebLinkAboutBudget Summary ReportCITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 8 months ending 5/31/2018 Page 1 EXPENDITURES BUDGET ACTUAL 67%FORECAST OPERATING EXPENDITURES Arts 535,600 218,571 41%447,400 Building Safety 867,600 635,133 73%929,700 Customer Services 406,700 237,307 58%341,800 Economic Development 391,700 204,701 52%386,600 Emergency Services 3,656,300 2,450,023 67%3,860,300 Financial Management 891,200 549,908 62%866,400 GIS 399,000 248,623 62%380,200 Golf Courses 622,700 275,645 44%631,200 Human Resources 124,200 75,123 60%116,400 Information Technology 664,900 398,976 60%649,300 Legacy Flight Museum 151,400 109,363 72%161,600 Legal Services 231,500 154,356 67%233,300 Mayor, Council & Mayor's Youth Advisory Board 370,000 275,241 74%383,700 Miscellaneous 53,200 28,715 54%46,700 Parks & Ball Diamonds 694,600 332,293 48%719,300 Planning & Zoning 331,400 219,587 66%327,400 Recreation Administration & Programs 396,800 243,312 61%449,400 Rexburg Rapids 482,800 150,361 31%470,500 Police Department Administration Division & Fund 09 1,118,000 749,382 67%1,199,600 Patrol Division & Funds 13 2,243,800 1,383,098 62%2,114,600 Investigations Division 692,000 486,050 70%703,600 Community Services Division & Funds 08,11,14 624,500 415,475 67%675,300 Total Police Department 4,678,300 3,034,005 65%4,693,100 Public Works Building Maintenance 44,100 28,987 66%47,600 Shop 608,700 359,182 59%539,400 Sanitation 2,104,300 1,369,039 65%2,064,100 Water 2,709,900 1,783,494 66%2,775,900 Wastewater - Treatment 2,768,300 1,952,986 71%3,091,300 Wastewater - Collections 1,488,700 992,977 67%1,475,400 Street Operations 2,277,300 1,249,802 55%2,227,100 Street Repair Contracts 1,132,000 32,809 3%1,568,500 Total Public Works 13,133,300 7,769,276 59%13,789,300 TOTAL OPERATING EXPENDITURES 29,083,200 17,610,519 61%29,883,600 CAPITAL EXPENDITURES Engineering 553,900 368,392 67%550,400 Construction 06,30,31,32,39,41,42,44,46,49,51-58,82,84,85 9,233,600 1,615,593 17%8,512,700 Contributed Capital Offset 2,070,000 0 0%2,070,000 Capital Reserve Funds 07,18,20,33,34,35,38 1,062,800 313,339 29%998,100 LID Debt Service Funds 59-69 1,119,300 209,368 19%1,174,200 Trust & RLF Funds 15,16,19,21,22,90,91 227,600 75,965 33%112,100 TOTAL CAPITAL EXPENDITURES 14,267,200 2,582,657 18%13,417,500 Contingent Operating Expenses 2,376,900 0 0%207,500 Contingent Capital Expenses 2,994,300 0 0%8,000 Internal Transfers Out for Operations 3,514,700 439,600 13%3,614,400 Internal Transfers Out for Capital 7,394,800 105,000 1%6,041,400 TOTAL EXPENDITURES FOR ALL FUNDS 59,631,100 20,737,776 35%53,172,400 CITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 8 months ending 5/31/2018 Page 2 REVENUES BUDGET ACTUAL 67%FORECAST OPERATING REVENUES County Road Tax 826,000 546,022 66%830,000 Federal Grants 509,200 92,752 18%577,300 Franchise Fees 1,723,000 994,766 58%1,768,300 Fund Balances for Operations 2,872,900 0 0%3,994,800 Investment Earnings 148,100 91,400 62%137,300 Unrealized Gain (Loss)0 -191,293 0%0 Interfund Charges for Services 3,299,700 2,180,733 66%3,235,900 Miscellaneous 515,000 360,234 70%548,800 Operating Contributions 2,951,600 1,702,153 58%2,985,100 Parks, Recreation, Museums, Arts, Golf 1,279,700 485,588 38%1,270,100 Permits & Licenses 752,700 759,999 101%925,000 Property Tax 4,557,100 2,899,026 64%4,557,100 State Taxes & Grants 2,841,100 1,497,795 53%2,970,800 Utility Charges -Water 2,827,500 1,494,758 53%2,890,500 Utility Charges -Wastewater 4,677,600 2,996,793 64%4,704,300 Utility Charges -Sanitation 2,128,400 1,572,119 74%2,230,700 TOTAL OPERATING REVENUES 31,909,600 17,482,845 55%33,626,000 CAPITAL REVENUES Borrowing 2,204,300 458,771 21%3,495,200 Capital Reserve Fees & Impact Fees 1,959,700 2,458,511 125%2,792,700 Capital Reserve Carryover Balances 2,196,500 0 0%3,355,400 Construction Funds 3,744,100 179,396 5%2,525,700 Contributed Capital 1,850,800 50,800 3%1,901,950 Engineering Billings 559,700 0 0%549,700 Fund Balances for Capital 1,010,000 0 0%1,176,300 Grants 808,800 39,542 5%801,500 LID Funds 357,400 30,951 9%197,100 Trust Funds 1,708,900 551,262 32%1,726,730 TOTAL CAPITAL REVENUES 16,400,200 3,769,233 23%18,522,280 Contingent Operating Revenues 0% Contingent Capital Revenues 0% Internal Transfers In for Operations 3,551,500 439,600 12%3,606,650 Internal Transfers In for Capital 7,769,800 219,900 3%6,055,000 TOTAL REVENUES ALL FUNDS 59,631,100 21,911,578 37%61,809,930 OPERATIONS SUMMARY TOTAL OPERATING REVENUES 35,461,100 17,922,445 55%37,232,650 TOTAL OPERATING EXPENDITURES 34,974,800 18,050,119 61%33,705,500 ---NET OPERATIONS 486,300 -127,674 3,527,150 CAPITAL SUMMARY TOTAL CAPITAL REVENUES 24,170,000 3,989,133 23%24,577,280 TOTAL CAPITAL EXPENDITURES 24,656,300 2,687,657 18%19,466,900 ---NET CAPITAL TRANSACTIONS -486,300 1,301,476 5,110,380 TOTAL ALL REVENUES 59,631,100 21,911,578 37%61,809,930 TOTAL ALL EXPENDITURES 59,631,100 20,737,776 35%53,172,400 NET ALL REVENUES OVER EXPENDITURES 0 1,173,802 8,637,530 CITY OF REXBURG CASH & INVESTMENT FY 2018 BALANCE REPORT Page 3 BALANCE AS OF CASH & INVESTMENTS 5/31/2018 Bank of Commerce Legacy Flight Museum Checking 16,832 0.07% Beehive Credit Union CD 250,000 0.98% Cash On Hand 2,250 0.01% Citizens Community Bank CDARS 752,807 2.96% Citizens Community Bank Checking (RLF)283,090 1.11% Idaho Central Credit Union CD 250,000 0.98% Idaho Central Credit Union Savings 25 0.00% Moreton Asset Management Government Securities 3,736,585 14.70% Real Estate Investments (Streets)307,085 1.21% State Diversified Bond Fund 7,507,491 29.54% State Local Government Investment Pool--City 7,724,207 30.40% State Local Government Investment Pool--Fire District 439 0.00% Wells Fargo Bank Drug Fund Checking 15,420 0.06% Wells Fargo Bank Fire District Checking & Savings 234,974 0.92% Zions Bank Capital Advisors 3,185,676 12.54% Zions Bank Collateralized Acct 892,307 3.51% Zions Bank General Checking 231,565 0.91% Zions Bank Payroll Checking 19,645 0.08% TOTAL 25,410,398 100.00% 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