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HomeMy WebLinkAboutBudget Summary ReportCITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 10 months ending 7/31/2018 Page 1 EXPENDITURES BUDGET ACTUAL 83%FORECAST OPERATING EXPENDITURES Arts 535,600 249,461 47%432,400 Building Safety 867,600 776,207 89%929,700 Customer Services 393,700 283,004 72%341,800 Economic Development 389,700 285,634 73%386,600 Emergency Services 3,656,300 3,123,557 85%3,949,200 Financial Management 891,200 669,140 75%848,100 GIS 399,000 303,026 76%380,200 Golf Courses 622,700 401,910 65%605,200 Human Resources 124,200 94,799 76%123,700 Information Technology 664,900 515,063 77%652,000 Legacy Flight Museum 151,400 128,414 85%161,600 Legal Services 231,500 197,031 85%233,300 Mayor, Council & Mayor's Youth Advisory Board 385,000 323,643 84%382,900 Miscellaneous 53,200 37,289 70%50,000 Parks & Ball Diamonds 729,600 466,935 64%738,800 Planning & Zoning 331,400 275,166 83%333,400 Recreation Administration & Programs 396,800 337,032 85%467,400 Rexburg Rapids 482,800 320,042 66%475,700 Police Department Administration Division & Fund 09 1,177,000 928,137 79%1,199,600 Patrol Division & Funds 13 2,117,500 1,737,773 82%2,129,600 Investigations Division 699,400 586,383 84%703,600 Community Services Division & Funds 08,11,14 660,700 515,887 78%677,000 Total Police Department 4,654,600 3,768,180 81%4,709,800 Public Works Building Maintenance 44,100 35,669 81%47,900 Shop 608,700 443,376 73%539,400 Sanitation 2,104,300 1,670,321 79%2,064,100 Water 2,709,900 2,241,891 83%2,775,900 Wastewater - Treatment 2,768,300 2,401,866 87%3,097,800 Wastewater - Collections 1,488,700 1,222,189 82%1,475,400 Street Operations 2,277,300 1,523,448 67%2,237,100 Street Repair Contracts 2,256,000 102,583 5%2,268,500 Total Public Works 14,257,300 9,641,343 68%14,506,100 TOTAL OPERATING EXPENDITURES 30,218,500 22,196,876 73%30,707,900 CAPITAL EXPENDITURES Engineering 553,900 458,417 83%550,400 Construction 06,30,31,32,39,41,42,44,46,49,51-58,82,84,85 10,460,800 2,044,422 20%8,692,500 Contributed Capital Offset 2,070,000 0%2,070,000 Capital Reserve Funds 07,18,20,33,34,35,38 1,062,800 826,820 78%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 95,353 42%162,100 TOTAL CAPITAL EXPENDITURES 15,494,400 3,634,380 23%13,647,300 Contingent Operating Expenses 2,206,200 0%71,500 Contingent Capital Expenses 2,994,300 0%8,000 Internal Transfers Out for Operations 3,547,700 442,750 12%3,588,400 Internal Transfers Out for Capital 6,854,800 105,000 2%6,151,200 TOTAL EXPENDITURES FOR ALL FUNDS 61,315,900 26,379,006 43%54,174,300 CITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 10 months ending 7/31/2018 Page 2 REVENUES BUDGET ACTUAL 83%FORECAST OPERATING REVENUES County Road Tax 826,000 868,455 105%830,000 Federal Grants 509,200 113,095 22%577,300 Franchise Fees 1,723,000 1,352,138 78%1,768,600 Fund Balances for Operations 3,419,200 0%3,994,800 Investment Earnings 148,100 114,429 77%137,700 Unrealized Gain (Loss)-209,944 0% Interfund Charges for Services 3,299,700 2,725,916 83%3,235,900 Miscellaneous 515,000 423,864 82%554,800 Operating Contributions 2,951,600 1,981,113 67%3,045,600 Parks, Recreation, Museums, Arts, Golf 1,279,700 870,776 68%1,179,600 Permits & Licenses 752,700 990,431 132%1,068,300 Property Tax 4,557,100 4,623,115 101%4,557,100 State Taxes & Grants 2,841,100 2,121,008 75%3,010,800 Utility Charges -Water 2,827,500 2,134,410 75%2,890,500 Utility Charges -Wastewater 4,677,600 3,760,697 80%4,702,700 Utility Charges -Sanitation 2,128,400 1,968,210 92%2,230,700 TOTAL OPERATING REVENUES 32,455,900 23,837,713 73%33,784,400 CAPITAL REVENUES Borrowing 2,204,300 458,771 21%3,495,200 Capital Reserve Fees & Impact Fees 1,959,700 3,011,498 154%2,792,700 Capital Reserve Carryover Balances 2,196,500 0%3,355,400 Construction Funds 3,744,100 218,608 6%2,629,600 Contributed Capital 1,900,800 50,800 3%1,915,600 Engineering Billings 559,700 0%549,700 Fund Balances for Capital 1,410,000 0%1,176,300 Grants 808,800 97,275 12%801,800 LID Funds 357,400 31,607 9%197,100 Trust Funds 1,708,900 590,085 35%1,776,730 TOTAL CAPITAL REVENUES 16,850,200 4,458,644 26%18,690,130 Contingent Operating Revenues 0% Contingent Capital Revenues 0% Internal Transfers In for Operations 3,584,500 455,324 13%3,594,300 Internal Transfers In for Capital 8,425,300 219,900 3%6,166,800 TOTAL REVENUES ALL FUNDS 61,315,900 28,971,581 47%62,235,630 OPERATIONS SUMMARY TOTAL OPERATING REVENUES 36,040,400 24,293,037 73%37,378,700 TOTAL OPERATING EXPENDITURES 35,972,400 22,639,626 73%34,367,800 ---NET OPERATIONS 68,000 1,653,411 3,010,900 CAPITAL SUMMARY TOTAL CAPITAL REVENUES 25,275,500 4,678,544 26%24,856,930 TOTAL CAPITAL EXPENDITURES 25,343,500 3,739,380 23%19,806,500 ---NET CAPITAL TRANSACTIONS -68,000 939,164 5,050,430 TOTAL ALL REVENUES 61,315,900 28,971,581 47%62,235,630 TOTAL ALL EXPENDITURES 61,315,900 26,379,006 43%54,174,300 NET ALL REVENUES OVER EXPENDITURES 0 2,592,575 8,061,330 CITY OF REXBURG CASH & INVESTMENT FY 2018 BALANCE REPORT Page 3 BALANCE AS OF CASH & INVESTMENTS < 1 YEAR 1-5 YEARS > 5 YEARS 7/31/2018 Bank of Commerce Legacy FM 41,526 0.15%41,526 Beehive Credit Union CD 250,000 0.92%250,000 Cash On Hand 4,350 0.02%4,350 Citizens Community Bank CDARS 752,934 2.77%752,934 Idaho Central Credit Union CD 250,000 0.92%250,000 Idaho Central Credit Union Savings 25 0.00%25 Key Bank Checking (RLF)299,966 1.10%299,966 Moreton Asset Management 1,472,949 2,275,036 13.80%3,747,985 Real Estate Investments (Streets)307,085 1.13%307,085 State Diversified Bond Fund 642,337 4,633,109 2,231,583 27.64%7,507,029 State LGIP--City 6,490,693 854,693 27.04%7,345,386 State LGIP--Fire District 388 51 0.00%439 Wells Fargo Drug Fund Checking 15,418 0.06%15,418 Wells Fargo Fire District Banking 270,807 1.00%270,807 Zions Bank Capital Advisors 1,037,209 2,154,932 11.75%3,192,141 Zions Bank Collateralized Acct 902,590 3.32%902,590 Zions Bank General Checking 2,254,356 8.30%2,254,356 Zions Bank Payroll Checking 20,382 0.08%20,382 TOTAL 15,013,015 9,917,821 2,231,583 100%27,162,419 % OF TOTAL PORTFOLIO 55.3%36.5%8.2%100% 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. % of Portfolio