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HomeMy WebLinkAbout04 2023Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through April 30, 2023. A detailed analysis, including budget to actual comparison, will be prepared quarterly in accordance with the City’s financial management policies. GENERAL FUND The General Fund is used to account for resources that are not generally dedicated for a specific purpose. The General Fund is used to meet the basic services that the City provides including, but not limited to, police protection, parks and recreation, human services, municipal court, street maintenance and planning, economic development, and administrative functions. The table below displays the year-to-date revenues and expenditures for the General Fund. Economic Development and Operating reserves are established internally in accordance with the City’s Policy on Stabilization Funds, as outlined in the 2023-2024 Adopted Budget. General REVENUES: Taxes 36,692,498$ Licenses and permits 2,704,678 Grants / intergovernmental 1,812,686 Charges for services 3,209,744 Fines and penalties 1,298,123 Miscellaneous 780,107 Sale of general fixed assets - Investment Earnings 797,094 Insurance recoveries 13,470 TOTAL REVENUES 47,308,400 EXPENDITURES: Personnel 23,598,844 Supplies 688,672 Contracted Services 6,510,233 Principal - Capital Outlay 68,425 Internal Services 5,122,735 TOTAL EXPENDITURES 35,988,909 Transfers In 33,750 Transfers Out (49,289) NET TRANSFERS (15,539) CHANGE IN FUND BALANCE 11,303,952 BEGINNING FUND BALANCE, Jan 1 83,605,978 Prior Period Adjustment 14,796 BEGINNING FUND BALANCE, Jan 1 - restated 83,620,774 ENDING FUND BALANCE, Apr 30 94,924,726$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 10,980,959 AVAILABLE FUND BALANCE, Apr 30 81,443,767$ Monthly Financial Report April 2023 Monthly Financial Report City of Renton, Washington April 2023 Page 2 of 7 DEBT SERVICE FUND Debt service funds are used to account for the accumulation of resources for the payment of principal and interest related to the City’s general obligation bond issues. The table below displays the year-to-date revenues and expenditures for the City’s debt service fund. Debt service reserves are established internally in accordance with the City’s Policy on Stabilization Funds, as outlined in the 2023-2024 Adopted Budget. General Governmental Misc Debt REVENUES: Grants / intergovernmental 19,159$ Investment Earnings 43,580 TOTAL REVENUES 62,739 EXPENDITURES: Principal 203,210 Interest 67,876 TOTAL EXPENDITURES 271,086 Transfers In - NET TRANSFERS - CHANGE IN FUND BALANCE (208,347) BEGINNING FUND BALANCE, Jan 1 5,262,665 ENDING FUND BALANCE, Apr 30 5,054,318$ Debt Service Reserve 2,711,725 AVAILABLE FUND BALANCE 2,342,593$ Monthly Financial Report City of Renton, Washington April 2023 Page 3 of 7 SPECIAL REVENUE FUNDS Special revenue funds are used to account for revenues that are to be used for a specific purpose as required by law or legislative action. The table below displays the year-to-date revenues and expenditures for the City’s special revenue funds. CAPITAL PROJECT FUNDS Capital project funds are used to account for the acquisition and construction of major capital facilities and equipment. The table below displays the year-to-date revenues and expenditures for the City’s capital project funds. Hotel-Motel Tax Cable Communications Housing and Supportive Services Springbrook Wetlands Fire Impact Mitigation School District Impact Mitigation Police Seizure Police CSAM Seizure REVENUES: Taxes 131,195$ -$ 1,429,273$ -$ -$ -$ -$ -$ Licenses and permits - 14,243 - - - - - - Charges for services - - - - 25,723 110,177 - - Fines and penalties - - - - - - - 384 Investment Earnings 6,701 4,033 57,246 3,884 23,255 196 3,017 1,461 TOTAL REVENUES 137,896 18,276 1,486,519 7,895 48,978 110,373 66,028 1,845 EXPENDITURES: Personnel - - - 3,700 - - - - Supplies - 40,346 - - - - 448 - Contracted Services 37,331 16,850 - - - 65,049 14,090 4,544 TOTAL EXPENDITURES 37,331 57,196 - 3,700 - 65,049 14,538 4,544 - Transfers In - - - - - - - - Transfers Out - - - - - - - - NET TRANSFERS - - - - - - - - CHANGE IN FUND BALANCE 100,565 (38,920) 1,486,519 4,195 48,978 45,324 51,490 (2,699) BEGINNING FUND BALANCE, Jan 1 712,384 453,147 6,110,390 454,628 2,724,187 - 339,814 172,804 Prior Period Adjustment - - - - - - - - BEGINNING FUND BALANCE, Jan 1 - restated 712,384 453,147 6,110,390 454,628 2,724,187 - 339,814 172,804 ENDING FUND BALANCE, Apr 30 812,949$ 414,227$ 7,596,909$ 458,823$ 2,773,165$ 45,324$ 391,304$ 170,105$ CS Impact Mitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 697,812$ 697,813$ -$ -$ -$ Grants / intergovernmental - - - - 198,042 3,423,490 20,000 Charges for services 64,719 277,344 - - 5,700 - - Contributions - - - - 1,000 200,000 - Investment Earnings 13,768 60,022 27,553 52,827 204,027 125,603 18,841 TOTAL REVENUES 78,487 337,366 725,365 750,640 408,769 3,749,093 38,841 EXPENDITURES: Personnel - - - - 21,286 22,010 - Supplies - - - - - 28,455 - Contracted Services - - - - 82,572 20,225 - Capital Outlay - - - - 5,420,124 977,579 1,662,331 TOTAL EXPENDITURES - - - - 5,523,982 1,048,269 1,662,331 Transfers In - - - - - - - Transfers Out - - - - - - - NET TRANSFERS - - - - - - - CHANGE IN FUND BALANCE 78,487 337,366 725,365 750,640 (5,115,213) 2,700,824 (1,623,490) BEGINNING FUND BALANCE, Jan 1 1,595,389 6,964,011 3,049,711 6,019,961 24,671,384 12,561,975 2,795,295 Prior Period Adjustment - - - - - - - BEGINNING FUND BALANCE, Jan 1 - restated 1,595,389 6,964,011 3,049,711 6,019,961 24,671,384 12,561,975 2,795,295 ENDING FUND BALANCE, Apr 30 1,673,876$ 7,301,377$ 3,775,076$ 6,770,601$ 19,556,171$ 15,262,799$ 1,171,805$ Monthly Financial Report City of Renton, Washington April 2023 Page 4 of 7 ENTERPRISE FUNDS Enterprise funds are used to account for operations that are financed and operated in a manner similar to private business enterprises. The table below displays the year-to-date revenues and expenses of the City’s enterprise funds. Amounts restricted for debt service are in accordance with revenue bond requirements. Operating reserves are established internally in accordance with the City’s Policy on Stabilization Funds, as outlined in the 2021-2022 Adopted Budget. Airport Solid Waste Utility Golf Course Water Utility Wastewater Utility Metro Surface Water Utility REVENUES: Licenses and permits -$ -$ -$ -$ 18,750$ -$ 12,375$ Grants / intergovernmental 29,954 165,834 - 38,125 - - 1,118,823 - - 30,022 - - - - Charges for services 949,068 7,409,390 690,305 5,211,003 3,935,347 6,606,675 4,410,667 Rents, leases, and misc fees 19,137 - 125,225 123,571 - - - Interest and other misc 77,761 32,912 16,502 432,571 264,244 52,981 714,638 TOTAL REVENUES 1,075,920 7,608,136 862,054 5,805,270 4,218,341 6,659,656 6,256,503 EXPENSES: Personnel 374,897 171,128 554,085 1,574,749 788,121 - 1,289,230 Supplies 27,421 6,096 146,038 302,180 57,474 - 44,386 Contracted Services 138,180 7,484,567 49,420 890,708 769,695 6,738,832 447,215 Internal Services 111,424 131,754 117,083 733,827 499,797 - 747,430 TOTAL OPERATING EXPENSES 651,922 7,793,545 866,626 3,501,464 2,115,087 6,738,832 2,528,261 CAPITAL, AND TRANSFERS 423,998 (185,409) (4,572) 2,303,806 2,103,254 (79,176) 3,728,242 DEBT SERVICE: Principal - - 14,796 - - - - Interest - - 610 - - - - TOTAL DEBT SERVICE - - 15,406 - - - - CAPITAL OUTLAY 152,606 - - 1,491,233 317,628 - 423,711 Transfers In - - 38,750 - - - - Transfers Out - - (38,750) (861) - - - NET TRANSFERS - - - (861) - - - CHANGE IN FUND BALANCE 271,392 (185,409) (19,978) 811,712 1,785,626 (79,176) 3,304,531 BEGINNING FUND BALANCE, Jan 1 8,925,689 3,951,191 1,609,927 48,208,077 22,850,871 6,237,142 28,314,756 ENDING FUND BALANCE, Apr 30 9,197,081$ 3,765,782$ 1,589,949$ 49,019,789$ 24,636,497$ 6,157,966$ 31,619,287$ Restricted for Debt Service 1,930,472 - - 1,394,051 661,227 - 754,868 Operating Reserve 242,677 400,000 718,815 1,723,303 975,361 380,000 1,245,213 AVAILABLE FUND BALANCE 7,023,932$ 3,365,782$ 871,134$ 45,902,435$ 22,999,909$ 5,777,966$ 29,619,206$ Monthly Financial Report City of Renton, Washington April 2023 Page 5 of 7 INTERNAL SERVICE FUNDS Internal service funds are used to account for the goods and services furnished by one City department to other City departments on a cost reimbursement basis. The table below displays the year-to-date revenues and expenses of the City’s internal service funds. Insurance reserves for the Healthcare Fund are established at a rate of 31% of current year budgeted expenses. 100% of the Retiree Healthcare fund balance is reserved for OPEB. Equipment Rental Insurance Information Technology Facilities Communications Healthcare Retiree Healthcare REVENUES: Technology Fee -$ -$ 75,710$ -$ -$ -$ -$ Charges for services: Equipment rental m&o 831,020 - 1,838,899 - - - - Print and mail - - - - 127,785 - - Communications - - - - 270,316 - - Facilities - - - 1,704,157 - - - Interest and other misc 113,789 195,647 70,503 6,277 3,261 63,645 169,816 Internal service fund misc: Vehicle / equipment capital recovery 830,804 - - - - - - Insurance premiums - 721,044 - - - - - Worker's comp/unemployment - 563,279 - - - - - Benefit premiums - - - - - 4,399,138 456,250 Other misc 232 9,912 - 34,254 - 145,209 33,615 Insurance recoveries 28,630 173,209 - - - - - TOTAL REVENUES 1,804,475 1,663,091 1,985,112 1,744,688 401,362 4,607,992 659,681 EXPENSES: Personnel 385,767 452,487 1,126,333 1,168,919 311,691 3,838,726 421,346 Supplies 501,254 - 133,028 382,203 14,855 1,375 - Contracted Services 120,441 980,813 1,083,207 494,505 110,165 173,778 22,418 Internal Services 32,841 - 1,634 68,272 1,174 29,084 - TOTAL OPERATING EXPENSES 1,040,303 1,433,300 2,344,202 2,113,899 437,885 4,042,963 443,764 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS 764,172 229,791 (359,090) (369,211) (36,523) 565,029 215,917 TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 811,250 - 888,720 17,160 - - - Transfers In - - 16,400 - - - - Transfers Out - - - - - - - NET TRANSFERS - - 16,400 - - - - CHANGE IN FUND BALANCE (47,078) 229,791 (1,231,410) (386,371) (36,523) 565,029 215,917 BEGINNING FUND BALANCE, Jan 1 13,277,635 23,221,020 9,021,343 937,922 428,724 6,935,644 19,928,792 ENDING FUND BALANCE, Apr 30 13,230,557$ 23,450,811$ 7,789,933$ 551,551$ 392,201$ 7,500,673$ 20,144,709$ Insurance Reserves - 16,747,439 - - - 4,559,148 20,144,709 Opearting Reserves 13,787,139 - 2,326,091 - - - - AVAILABLE FUND BALANCE (556,582)$ 6,703,372$ 5,463,842$ 551,551$ 392,201$ 2,941,525$ -$ Monthly Financial Report City of Renton, Washington April 2023 Page 6 of 7 FIDUCIARY FUNDS Fiduciary funds are used to account for assets held by the City in a trustee capacity. These assets are not available for City use as they are not City assets. The table below displays year-to-date revenues and expenditures of the City’s fiduciary funds. Firemens' Pension Custodial Fund REVENUES: Intergovernmental -$ -$ Investment Earnings 69,651 - Collected for Others - 652,746 TOTAL REVENUES 69,651 652,746 EXPENDITURES: Distributions to Others 130,133 190,998 TOTAL EXPENDITURES 92,246 190,998 NET TRANSFERS - - CHANGE IN FUND BALANCE (22,595) 461,748 BEGINNING FUND BALANCE, Jan 1 8,733,791 - ENDING FUND BALANCE, Apr 30 8,711,196$ 461,748$ Monthly Financial Report City of Renton, Washington April 2023 Page 7 of 7 CONTACT INFORMATION This report is prepared by the Finance Department. For additional financial information, please also review our website: http://www.rentonwa.gov/. For any questions about the report, please feel free to contact Nate Malone nmalone@rentonwa.gov or Kristin Trivelas ktrivelas@rentonwa.gov . City of Renton All Funds - Revenue, Expenditures and Fund Balances Budgetary Basis through April 30, 2023 Funds Balance 01/01/2022 Budgeted Revenue Revenue 04/30/23 Total Funds Available Budgeted Expenditure Expenditure 04/30/23 Ending Balance GENERAL FUND 83,605,978 131,681,538 47,356,946 130,962,924 137,261,989 36,038,198 94,924,726 SPECIAL REVENUE FUNDS:10,967,354 5,152,674 1,877,810 12,845,164 8,288,007 182,358 12,662,806 110 Hotel Motel 712,384 200,000 137,896 850,280 454,616 37,331 812,949 127 Cable Communication 453,147 57,674 18,276 471,423 161,586 57,196 414,227 130 Housing and Supportive Services 6,110,390 3,500,000 1,486,519 7,596,909 3,000,000 - 7,596,909 135 Springbrook Wetlands Bank 454,628 - 7,895 462,523 40,000 3,700 458,823 140 Police Seizure 339,814 - 66,028 405,842 339,814 14,538 391,304 141 Police CSAM Seizure 172,804 - 1,845 174,649 172,804 4,544 170,105 31X School District Impact Mitigation - 995,000 110,373 110,373 995,000 65,049 45,324 304 Fire Mitigation 2,724,187 400,000 48,978 2,773,165 3,124,187 - 2,773,165 DEBT SERVICE FUND 5,262,665 5,755,022 62,739 5,325,404 5,565,690 271,086 5,054,318 CAPITAL PROJECT FUNDS (CIP):57,657,726 63,915,506 6,088,561 63,746,287 105,824,795 8,234,582 55,511,705 303 Community Services Mitigation 1,595,389 86,500 78,487 1,673,876 950,000 - 1,673,876 305 Transportation Mitigation 6,964,011 1,780,000 337,366 7,301,377 5,785,897 - 7,301,377 308 REET1 3,049,711 2,300,000 725,365 3,775,076 2,500,000 - 3,775,076 309 REET2 6,019,961 2,300,000 750,640 6,770,601 3,403,625 - 6,770,601 316 Municipal Facilities CIP 24,671,384 11,617,871 408,769 25,080,153 36,191,473 5,523,982 19,556,171 317 Transportation CIP 12,561,975 42,494,135 3,749,093 16,311,068 54,259,973 1,048,269 15,262,799 346 New Family First Center Dvlpmnt 2,795,295 3,337,000 38,841 2,834,136 2,733,827 1,662,331 1,171,805 ENTERPRISE FUNDS:120,097,653 112,126,975 32,524,630 152,622,283 177,396,114 26,635,932 125,986,351 4X2 Airport Operating & CIP 8,925,689 4,531,000 1,075,920 10,001,609 9,531,180 804,528 9,197,081 403 Solid Waste Utility 3,951,191 25,533,751 7,608,136 11,559,327 25,975,969 7,793,545 3,765,782 4X4 Golf Operating & CIP 1,609,927 3,230,125 900,804 2,510,731 3,304,574 920,782 1,589,949 4X5 Water Operating & CIP 48,208,077 20,789,505 5,805,270 54,013,347 52,238,128 4,993,558 49,019,789 4X6 Waste Water Operating & CIP 22,850,871 12,064,965 4,218,341 27,069,212 25,445,102 2,432,715 24,636,497 416 King County Metro 6,237,142 19,358,929 6,659,656 12,896,798 20,173,811 6,738,832 6,157,966 4X7 Surface Water Operating & CIP 28,314,756 26,618,700 6,256,503 34,571,259 40,727,350 2,951,972 31,619,287 INTERNAL SERVICE FUNDS:73,751,080 50,375,743 12,882,801 86,633,881 55,206,020 13,573,446 73,060,435 501 Equipment Repair/Replacement 13,277,635 9,760,394 1,804,475 15,082,110 9,250,890 1,851,553 13,230,557 502 Insurance 23,221,020 4,997,328 1,663,091 24,884,111 6,925,014 1,433,300 23,450,811 503 Information Services 9,021,343 8,804,266 2,001,512 11,022,855 13,697,399 3,232,922 7,789,933 504 Facilities 937,922 7,062,137 1,744,688 2,682,610 7,100,672 2,131,059 551,551 505 Communications 428,724 1,593,402 401,362 830,086 1,665,050 437,885 392,201 512 Insurance, Healthcare 6,935,644 16,123,216 4,607,992 11,543,636 15,197,161 4,042,963 7,500,673 522 Insurance, Leoff1 Retirees HC 19,928,792 2,035,000 659,681 20,588,473 1,369,834 443,764 20,144,709 FIDUCIARY FUNDS:8,733,791 400,000 722,397 9,456,188 253,475 283,244 9,172,944 611 Firemens' Pension 8,733,791 400,000 69,651 8,803,442 253,475 92,246 8,711,196 630 Custodial Fund - - 652,746 652,746 - 190,998 461,748 TOTAL FUNDS 360,076,247 369,407,458 101,515,884 461,592,131 489,796,090 85,218,846 376,373,285