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HomeMy WebLinkAboutBudget Summary Report - Apr 2019CITY OF REXBURG BUDGET SUMMARY REPORT FY 2019 7 months ending 4/30/2019 Page 1 EXPENDITURES BUDGET ACTUAL 58%FORECAST OPERATING EXPENDITURES Misc. Departments/Categories Arts 527,900 237,270 45%630,300 Building Safety 995,400 638,516 64%958,800 Customer Services 298,300 169,279 57%291,800 Economic Development 408,100 246,288 60%407,300 Emergency Services 4,215,300 2,336,411 55%4,402,100 Financial Management 855,300 477,698 56%842,700 GIS 433,600 236,256 54%400,000 Golf Courses 696,600 269,939 39%745,700 Human Resources 134,800 80,294 60%134,700 Information Technology 675,600 358,873 53%661,200 Legacy Flight Museum 91,600 22,842 25%85,700 Legal Services 248,200 143,061 58%244,600 Mayor, Council & Mayor's Youth Advisory Board 330,600 181,267 55%313,200 Miscellaneous 44,800 25,535 57%51,600 Parks & Ball Diamonds 721,000 271,220 38%756,500 Planning & Zoning 345,000 162,472 47%289,200 Recreation Administration & Programs 453,300 279,038 62%471,300 Rexburg Rapids 479,800 70,733 15%457,500 Total Misc. Departments/Categories 11,955,200 6,206,992 52%12,144,200 Police Department Administration Division & Fund 09 1,353,100 692,780 51%1,320,800 Patrol Division & Funds 13 2,202,400 1,296,774 59%2,248,800 Investigations Division 692,300 426,591 62%731,400 Community Services Division & Funds 08,11,14 679,800 391,801 58%672,300 Total Police Department 4,927,600 2,807,946 57%4,973,300 Public Works Building Maintenance 47,800 34,074 71%56,300 Shop 629,600 331,487 53%617,100 Sanitation 2,196,300 1,244,587 57%2,227,800 Water 3,021,900 1,502,129 50%2,771,600 Wastewater - Treatment 3,063,500 1,733,758 57%2,926,800 Wastewater - Collections 1,641,500 976,650 59%1,659,900 Street Operations 2,513,200 1,063,782 42%2,579,100 Street Repair Contracts 778,000 1,384,035 178%1,854,100 Total Public Works 13,891,800 8,270,502 60%14,692,700 TOTAL OPERATING EXPENDITURES 30,774,600 17,285,440 56%31,810,200 CAPITAL EXPENDITURES Engineering 575,200 318,654 55%558,500 Construction 06,30,31,32,39,41,42,44,46,49,51-58,82,84,85 8,658,000 1,315,440 15%6,916,200 Contributed Capital Offset 1,675,000 0%1,675,000 Capital Reserve Funds 07,18,20,33,34,35,38 715,400 384,260 54%756,500 LID Debt Service Funds 59-69 1,073,400 79,786 7%242,100 Trust & RLF Funds 15,16,19,21,22,90,91 217,300 30,917 14%99,400 TOTAL CAPITAL EXPENDITURES 12,914,300 2,129,057 16%10,247,700 Contingent Operating Expenses 4,967,300 0% Contingent Capital Expenses 4,957,400 0% Internal Transfers Out for Operations 4,440,400 176,975 4%4,086,800 Internal Transfers Out for Capital 4,811,900 105,000 2%5,976,400 TOTAL EXPENDITURES FOR ALL FUNDS 62,865,900 19,696,472 31%52,121,100 CITY OF REXBURG BUDGET SUMMARY REPORT FY 2019 7 months ending 4/30/2019 Page 2 REVENUES BUDGET ACTUAL 58%FORECAST OPERATING REVENUES County Road Tax 830,000 547,999 66%885,000 Federal Grants 557,100 155,742 28%876,500 Franchise Fees 1,826,600 954,792 52%1,765,800 Fund Balances for Operations 3,191,100 0%4,217,900 Investment Earnings 147,200 116,584 79%191,500 Unrealized Gain (Loss)72,878 0% Interfund Charges for Services - Overhead 3,402,300 1,961,341 58%3,363,000 Miscellaneous 910,200 417,088 46%725,700 Operating Contributions 3,210,100 917,444 29%3,127,400 Parks, Recreation, Museums, Arts, Golf 1,310,200 449,704 34%1,437,000 Permits & Licenses 855,200 365,704 43%844,200 Property Tax 4,817,300 2,937,325 61%4,817,300 State Taxes & Grants 3,772,600 1,559,328 41%3,875,600 Utility Charges -Water 2,952,500 1,525,219 52%3,114,900 Utility Charges -Wastewater 6,329,800 2,883,165 46%5,071,300 Utility Charges -Sanitation 2,235,000 1,460,999 65%2,435,100 TOTAL OPERATING REVENUES 36,347,200 16,325,312 45%36,748,200 CAPITAL REVENUES Borrowing - DEQ Water Loan 905,000 819,752 91% Capital Reserve Fees & Impact Fees 2,071,800 914,743 44%2,160,900 Capital Reserve Carryover Balances 4,201,500 0%5,545,100 Construction Funds 5,675,000 138,692 2%2,128,700 Contributed Capital 1,478,000 0%1,476,100 Engineering Billings 574,500 0%577,800 Fund Balances for Capital 510,900 0%1,024,900 Grants 345,800 0%555,500 LID Funds 300,000 143,912 48%646,500 Trust Funds 1,886,600 584,566 31%1,842,600 TOTAL CAPITAL REVENUES 17,949,100 2,601,665 14%15,958,100 Contingent Operating Revenues 0% Contingent Capital Revenues 0% Internal Transfers In for Operations 4,428,300 506,975 11%4,067,700 Internal Transfers In for Capital 4,881,300 105,000 2%6,077,500 TOTAL REVENUES ALL FUNDS 63,605,900 19,538,952 31%62,851,500 OPERATIONS SUMMARY TOTAL OPERATING REVENUES 40,775,500 16,832,287 45%40,815,900 TOTAL OPERATING EXPENDITURES 40,182,300 17,462,415 56%35,897,000 ---NET OPERATIONS 593,200 -630,128 4,918,900 CAPITAL SUMMARY TOTAL CAPITAL REVENUES 22,830,400 2,706,665 14%22,035,600 TOTAL CAPITAL EXPENDITURES 22,683,600 2,234,057 16%16,224,100 ---NET CAPITAL TRANSACTIONS 146,800 472,608 5,811,500 TOTAL ALL REVENUES 63,605,900 19,538,952 31%62,851,500 TOTAL ALL EXPENDITURES 62,865,900 19,696,472 31%52,121,100 NET ALL REVENUES OVER EXPENDITURES 740,000 -157,520 10,730,400 CITY OF REXBURG CASH & INVESTMENT FY 2019 BALANCE REPORT Page 3 BALANCE AS OF CASH & INVESTMENTS < 1 YEAR 1-5 YEARS > 5 YEARS Bank of Commerce Legacy FM 37,177 0.13%37,177 Beehive Credit Union CD 250,000 0.90%250,000 Cash On Hand 2,450 0.01%2,450 Citizens Community Bank CD 248,979 0.90%248,979 City Golf Cart CD 114,900 0.42%114,900 Idaho Central Credit Union CD 250,000 0.90%250,000 Idaho Central Credit Union Savings 25 0.00%25 Key Bank Checking (RLF)369,549 1.34%369,549 Moreton Asset Management 2,291,521 2,774,348 18.33%5,065,869 Real Estate Investments (Streets)307,085 1.11%307,085 State Diversified Bond Fund 1,191,886 4,914,155 1,647,683 28.06%7,753,724 State LGIP--City 5,039,406 302,711 19.33%5,342,117 State LGIP--Fire District 572,242 34,374 2.20%606,616 Wells Fargo Drug Fund Checking 14,917 0.05%14,917 Wells Fargo Fire District Banking 541,724 1.96%541,724 Zions Bank Capital Advisors 3,075,126 1,969,828 18.26%5,044,954 Zions Bank Collateralized Acct 500,216 1.81%500,216 Zions Bank General Checking 1,159,886 4.20%1,159,886 Zions Bank Payroll Checking 20,000 0.07%20,000 TOTAL 15,987,089 9,995,416 1,647,683 100%27,630,188 % OF TOTAL PORTFOLIO 57.9%36.2%6.0%100% I, Matthew 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