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HomeMy WebLinkAboutBudget Summary ReportCITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 11 months ending 8/31/2018 Page 1 EXPENDITURES BUDGET ACTUAL 92%FORECAST OPERATING EXPENDITURES Arts 535,600 319,180 60%440,400 Building Safety 867,600 848,042 98%921,400 Customer Services 393,700 306,095 78%341,800 Economic Development 389,700 314,879 81%386,600 Emergency Services 3,656,300 3,456,456 95%3,949,200 Financial Management 891,200 724,783 81%848,800 GIS 399,000 337,139 84%380,200 Golf Courses 622,700 461,586 74%599,800 Human Resources 124,200 104,973 85%123,700 Information Technology 664,900 562,600 85%652,000 Legacy Flight Museum 151,400 134,051 89%161,600 Legal Services 231,500 214,190 93%233,300 Mayor, Council & Mayor's Youth Advisory Board 385,000 347,314 90%382,900 Miscellaneous 53,200 41,357 78%50,000 Parks & Ball Diamonds 729,600 560,887 77%740,000 Planning & Zoning 331,400 305,724 92%333,200 Recreation Administration & Programs 396,800 405,693 102%454,600 Rexburg Rapids 482,800 423,097 88%475,700 Police Department Administration Division & Fund 09 1,177,000 999,818 85%1,199,600 Patrol Division & Funds 13 2,117,500 1,904,949 90%2,129,600 Investigations Division 699,400 639,628 91%703,600 Community Services Division & Funds 08,11,14 660,700 564,962 86%677,000 Total Police Department 4,654,600 4,109,357 88%4,709,800 Public Works Building Maintenance 44,100 39,244 89%44,600 Shop 608,700 489,884 80%539,400 Sanitation 2,104,300 1,857,598 88%2,064,100 Water 2,709,900 2,437,109 90%2,775,900 Wastewater - Treatment 2,768,300 2,583,732 93%3,119,800 Wastewater - Collections 1,488,700 1,337,576 90%1,475,400 Street Operations 2,277,300 1,654,959 73%2,237,100 Street Repair Contracts 2,256,000 120,082 5%2,268,500 Total Public Works 14,257,300 10,520,184 74%14,524,800 TOTAL OPERATING EXPENDITURES 30,218,500 24,497,587 81%30,709,800 CAPITAL EXPENDITURES Engineering 553,900 502,898 91%550,400 Construction 06,30,31,32,39,41,42,44,46,49,51-58,82,84,85 10,460,800 2,562,274 24%8,692,500 Contributed Capital Offset 2,070,000 0%2,070,000 Capital Reserve Funds 07,18,20,33,34,35,38 1,062,800 885,997 83%998,100 LID Debt Service Funds 59-69 1,119,300 257,599 23%1,174,200 Trust & RLF Funds 15,16,19,21,22,90,91 227,600 148,425 65%162,100 TOTAL CAPITAL EXPENDITURES 15,494,400 4,357,193 28%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 3,547,700 444,325 13%3,582,400 Internal Transfers Out for Capital 6,854,800 105,000 2%6,151,200 TOTAL EXPENDITURES FOR ALL FUNDS 61,315,900 29,404,105 48%54,170,200 CITY OF REXBURG BUDGET SUMMARY REPORT FY 2018 11 months ending 8/31/2018 Page 2 REVENUES BUDGET ACTUAL 92%FORECAST OPERATING REVENUES County Road Tax 826,000 871,792 106%830,000 Federal Grants 509,200 177,064 35%577,300 Franchise Fees 1,723,000 1,416,589 82%1,768,600 Fund Balances for Operations 3,419,200 0%3,994,800 Investment Earnings 148,100 119,724 81%141,200 Unrealized Gain (Loss)-222,195 0% Interfund Charges for Services 3,299,700 2,998,508 91%3,235,900 Miscellaneous 515,000 451,130 88%550,300 Operating Contributions 2,951,600 2,098,700 71%3,045,600 Parks, Recreation, Museums, Arts, Golf 1,279,700 1,127,581 88%1,184,800 Permits & Licenses 752,700 1,036,299 138%1,106,600 Property Tax 4,557,100 4,639,176 102%4,557,100 State Taxes & Grants 2,841,100 2,301,779 81%3,010,800 Utility Charges -Water 2,827,500 2,147,083 76%2,890,500 Utility Charges -Wastewater 4,677,600 3,766,826 81%4,702,700 Utility Charges -Sanitation 2,128,400 1,968,174 92%2,230,700 TOTAL OPERATING REVENUES 32,455,900 24,898,230 77%33,826,900 CAPITAL REVENUES Borrowing 2,204,300 458,771 21%3,495,200 Capital Reserve Fees & Impact Fees 1,959,700 3,222,980 164%2,792,700 Capital Reserve Carryover Balances 2,196,500 0%3,355,400 Construction Funds 3,744,100 218,650 6%2,629,600 Contributed Capital 1,900,800 52,800 3%1,902,800 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 1,708,900 590,561 35%1,726,930 TOTAL CAPITAL REVENUES 16,850,200 4,672,644 28%18,627,530 Contingent Operating Revenues 0% Contingent Capital Revenues 0% Internal Transfers In for Operations 3,584,500 456,899 13%3,573,500 Internal Transfers In for Capital 8,425,300 219,900 3%6,166,800 TOTAL REVENUES ALL FUNDS 61,315,900 30,247,673 49%62,194,730 OPERATIONS SUMMARY TOTAL OPERATING REVENUES 36,040,400 25,355,129 77%37,400,400 TOTAL OPERATING EXPENDITURES 35,972,400 24,941,912 81%34,363,700 ---NET OPERATIONS 68,000 413,217 3,036,700 CAPITAL SUMMARY TOTAL CAPITAL REVENUES 25,275,500 4,892,544 28%24,794,330 TOTAL CAPITAL EXPENDITURES 25,343,500 4,462,193 28%19,806,500 ---NET CAPITAL TRANSACTIONS -68,000 430,351 4,987,830 TOTAL ALL REVENUES 61,315,900 30,247,673 49%62,194,730 TOTAL ALL EXPENDITURES 61,315,900 29,404,105 48%54,170,200 NET ALL REVENUES OVER EXPENDITURES 0 843,568 8,024,530 CITY OF REXBURG CASH & INVESTMENT FY 2018 BALANCE REPORT Page 3 BALANCE AS OF CASH & INVESTMENTS < 1 YEAR 1-5 YEARS > 5 YEARS 8/31/2018 Bank of Commerce Legacy FM 41,526 0.16%41,526 Beehive Credit Union CD 250,000 0.98%250,000 Cash On Hand 2,250 0.01%2,250 Citizens Community Bank CDARS 752,934 2.94%752,934 Idaho Central Credit Union CD 250,000 0.98%250,000 Idaho Central Credit Union Savings 25 0.00%25 Key Bank Checking (RLF)299,966 1.17%299,966 Moreton Asset Management 1,472,949 2,275,036 14.65%3,747,985 Real Estate Investments (Streets)307,085 1.20%307,085 State Diversified Bond Fund 642,384 4,633,461 2,231,753 29.35%7,507,598 State LGIP--City 6,490,693 854,693 28.71%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 1.06%270,807 Zions Bank Capital Advisors 1,037,209 2,154,932 12.48%3,192,141 Zions Bank Collateralized Acct 902,590 3.53%902,590 Zions Bank General Checking 1,305,212 5.10%1,305,212 Zions Bank Payroll Checking -608,988 -2.38%-608,988 TOTAL 13,432,448 9,918,173 2,231,753 100%25,582,374 % OF TOTAL PORTFOLIO 52.5%38.8%8.7%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 Total Portfolio