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HomeMy WebLinkAboutBudget Summary Report - Apr 2021CITY OF REXBURG BUDGET SUMMARY REPORT FY 2021 7 months ending 4/30/2021 Page 1 EXPENDITURES BUDGET ACTUAL 58%FORECAST OPERATING EXPENDITURES Misc. Departments/Categories Arts 667,300 394,990 59%565,200 Building Safety 857,300 494,693 58%811,500 Customer Services 339,500 200,079 59%330,000 Economic Development 382,800 246,334 64%400,800 Emergency Services 4,478,300 2,789,813 62%4,733,900 Financial Management 1,229,700 555,373 45%1,031,400 GIS 361,000 207,872 58%349,200 Golf Courses 979,400 390,832 40%1,118,900 Human Resources 175,900 102,133 58%174,300 Information Technology 711,300 373,271 52%685,300 Legacy Flight Museum 73,500 12,070 16%192,800 Legal Services 287,300 168,530 59%281,000 Mayor, Council & Mayor's Youth Advisory Board 339,200 180,446 53%330,700 Miscellaneous 316,700 287,415 91%345,800 Parks & Ball Diamonds 785,000 299,821 38%844,500 Planning & Zoning 407,300 210,215 52%399,700 Recreation Administration & Programs 565,900 288,745 51%535,600 Rexburg Rapids 470,000 104,268 22%461,200 Total Misc. Departments/Categories 13,427,400 7,306,900 54%13,591,800 Police Department Administration Division & Fund 09 1,473,300 928,056 63%1,526,700 Patrol Division & Funds 13 2,412,800 1,351,820 56%2,327,800 Investigations Division 788,900 490,854 62%832,600 Community Services Division & Funds 08,11,14 735,600 403,286 55%690,200 Support Service & Logistics 4,500 56,182 1248%0 Total Police Department 5,415,100 3,230,198 60%5,377,300 Public Works Building Maintenance 66,500 42,349 64%66,100 Shop 578,700 322,568 56%586,300 Sanitation 2,532,900 1,494,924 59%2,625,100 Water 3,126,000 1,653,459 53%3,079,400 Wastewater - Treatment 3,090,900 1,699,987 55%3,087,800 Wastewater - Collections 1,742,200 1,061,188 61%1,785,400 Street Operations 2,913,300 1,246,884 43%3,071,600 Total Public Works 14,050,500 7,521,359 54%14,301,700 TOTAL OPERATING EXPENDITURES 32,893,000 18,058,457 55%33,270,800 CAPITAL EXPENDITURES Engineering 574,000 335,080 58%566,300 Street Repair Contracts 1,203,600 41 0%310,000 Construction 06,30,31,32,39,41,42,44,46,49,51-58,82,84,85 11,213,200 2,512,712 22%7,937,600 Contributed Capital Offset 1,325,000 14,583 1%1,325,000 Capital Reserve Funds 07,18,20,33,34,35,38 1,372,900 39,786 3%555,800 LID Debt Service Funds 59-69 1,112,200 15,326 1%863,800 Trust & RLF Funds 15,16,19,21,22,90,91 573,300 19,954 3%44,600 TOTAL CAPITAL EXPENDITURES 17,374,200 2,937,482 17%11,603,100 Contingent Operating Expenses 4,822,200 0%84,300 Contingent Capital Expenses 5,113,300 0%90,700 Internal Transfers Out for Operations 4,054,400 1,645,225 41%4,077,800 Internal Transfers Out for Capital 8,135,500 250,833 3%5,448,400 TOTAL EXPENDITURES FOR ALL FUNDS 72,392,600 22,891,997 32%54,575,100 CITY OF REXBURG BUDGET SUMMARY REPORT FY 2021 7 months ending 4/30/2021 Page 2 REVENUES BUDGET ACTUAL 58%FORECAST OPERATING REVENUES County Road Tax 870,000 369,161 42%800,000 Federal Grants 2,564,099 2,571,363 100%3,129,500 Franchise Fees 1,777,700 733,203 41%1,777,700 Fund Balances for Operations 3,828,401 0%2,780,000 Investment Earnings 129,100 97,011 75%147,400 Unrealized Gain (Loss)-16,284 0%-16,000 Interfund Charges for Services - Overhead 3,441,800 1,980,591 58%3,441,900 Miscellaneous 517,300 299,106 58%448,900 Operating Contributions 3,279,300 1,684,081 51%3,445,500 Parks, Recreation, Museums, Arts, Golf 1,475,900 489,730 33%1,539,800 Permits & Licenses 760,300 625,170 82%996,500 Property Tax 4,152,200 2,603,000 63%4,152,200 State Taxes & Grants 3,654,900 1,477,375 40%4,445,600 Utility Charges -Water 3,258,300 1,578,278 48%3,388,600 Utility Charges -Wastewater 5,201,900 3,018,858 58%5,254,000 Utility Charges -Sanitation 2,526,000 1,590,067 63%2,579,500 TOTAL OPERATING REVENUES 37,437,200 19,100,710 51%38,311,100 CAPITAL REVENUES Borrowing - DEQ Water Loan 1,473,000 0% Capital Reserve Fees & Impact Fees 2,094,300 1,187,210 57%2,380,400 Capital Reserve Carryover Balances 6,464,000 0%7,298,400 Construction Funds 3,645,600 166,136 5%3,088,300 Contributed Capital 825,000 14,583 2%825,000 Engineering Billings 574,000 0%574,000 Fund Balances for Capital 1,727,900 0%1,555,600 Grants & Contributions 3,547,100 163,939 5%1,102,900 LID Funds 330,700 22,771 7%1,632,100 Trust Funds 2,104,400 654,451 31%2,213,200 TOTAL CAPITAL REVENUES 22,786,000 2,209,090 10%20,669,900 Contingent Operating Revenues 0% Contingent Capital Revenues 0% Internal Transfers In for Operations 4,028,900 1,631,768 41%4,048,400 Internal Transfers In for Capital 8,140,500 265,416 3%5,563,900 TOTAL REVENUES ALL FUNDS 72,392,600 23,206,984 32%68,593,300 OPERATIONS SUMMARY TOTAL OPERATING REVENUES 41,466,100 20,732,478 51%42,359,500 TOTAL OPERATING EXPENDITURES 41,769,600 19,703,682 55%37,432,900 ---NET OPERATIONS -303,500 1,028,796 4,926,600 CAPITAL SUMMARY TOTAL CAPITAL REVENUES 30,926,500 2,474,506 10%26,233,800 TOTAL CAPITAL EXPENDITURES 30,623,000 3,188,315 17%17,142,200 ---NET CAPITAL TRANSACTIONS 303,500 -713,809 9,091,600 TOTAL ALL REVENUES 72,392,600 23,206,984 32%68,593,300 TOTAL ALL EXPENDITURES 72,392,600 22,891,997 32%54,575,100 NET ALL REVENUES OVER EXPENDITURES 0 314,987 14,018,200 CITY OF REXBURG CASH & INVESTMENT FY 2021 BALANCE REPORT Page 3 BALANCE AS OF CASH & INVESTMENTS < 1 YEAR 1-5 YEARS > 5 YEARS 4/30/2021 Bank of Commerce Bank CD 261,496 0.77%261,496 Bank of Commerce Legacy FM 36,705 0.11%36,705 Beehive Credit Union CD 250,152 0.73%250,152 Cash On Hand 2,970 0.01%2,970 City Golf Cart CD 68,940 0.20%68,940 East Idaho CU CD 255,914 0.75%255,914 Idaho Central Credit Union CD 250,025 0.73%250,025 Key Bank Checking (RLF)253,901 0.74%253,901 Moreton Asset Management 2,484,856 2,897,507 15.78%5,382,363 Mountain America Credit Union 251,461 0.74%251,461 Real Estate Investments (Streets)326,663 0.96%326,663 State Diversified Bond Fund 1,202,516 2,169,580 764,010 12.13%4,136,106 State LGIP--City 6,491,013 232,559 19.71%6,723,572 State LGIP--Fire District 602,695 21,593 1.83%624,288 TVI - Bond Investment 790,483 2,339,758 589,470 10.91%3,719,710 Wells Fargo Drug Fund Checking 13,085 0.04%13,085 Wells Fargo Fire District Banking 739,449 2.17%739,449 Westmark CD 254,847 0.75%254,847 Zions Bank Capital Advisors 3,578,621 1,627,534 15.27%5,206,155 Zions Bank Collateralized Acct 4,503,102 13.20%4,503,102 Zions Bank General Checking 822,406 2.41%822,406 Zions Bank Payroll Checking 20,571 0.06%20,571 TOTAL 23,461,871 9,288,530 1,353,480 100%34,103,881 % OF TOTAL PORTFOLIO 68.8%27.2%4.0%100% I, Matthew K. Nielson, as Treasurer of the City of Rexburg, hereby under oath, certify to the best of my knowledge, that the above accounting of expenses, revenues, and cash and investment balances is true and correct. % of Total Portfolio