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HomeMy WebLinkAbout10 2023Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through October 31, 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 97,864,609$ Licenses and permits 5,536,519 Grants / intergovernmental 4,464,140 Charges for services 9,543,810 Fines and penalties 3,181,022 Miscellaneous 1,845,170 Sale of general fixed assets 840 Investment Earnings 2,652,776 Insurance recoveries 18,334 TOTAL REVENUES 125,107,220 EXPENDITURES: Personnel 60,952,306 Supplies 1,920,211 Contracted Services 18,019,672 Capital Outlay 219,771 Internal Services 15,368,051 TOTAL EXPENDITURES 96,480,011 Transfers In 16,210 Transfers Out (21,631) NET TRANSFERS (5,421) CHANGE IN FUND BALANCE 28,621,788 BEGINNING FUND BALANCE, Jan 1 83,605,978 Prior Period Adjustment 37,139 BEGINNING FUND BALANCE, Jan 1 - restated 83,643,117 ENDING FUND BALANCE, Oct 31 112,264,905$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 13,585,276 AVAILABLE FUND BALANCE, Oct 31 96,179,629$ Monthly Financial Report October 2023 Monthly Financial Report City of Renton, Washington October 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 38,319$ Investment Earnings 123,633 TOTAL REVENUES 161,952 EXPENDITURES: Principal 2,748,188 Interest 607,064 TOTAL EXPENDITURES 3,355,252 Transfers In 2,595,376 NET TRANSFERS 2,595,376 CHANGE IN FUND BALANCE (597,924) BEGINNING FUND BALANCE, Jan 1 5,262,665 ENDING FUND BALANCE, Oct 31 4,664,741$ Debt Service Reserve 2,711,725 AVAILABLE FUND BALANCE 1,953,016$ Monthly Financial Report City of Renton, Washington October 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 452,579$ -$ 3,691,441$ -$ -$ -$ -$ -$ Licenses and permits - 53,566 - - - - - - Grants / intergovernmental - - - 4,011 - - - - Charges for services - - - - 36,884 173,418 - - Fines and penalties - - - - - - - 874 Contributions 10,000 - - - - - 140,389 - Investment Earnings 21,723 10,840 200,695 14,942 30,951 412 9,656 4,311 Sale of Fixed Assets - - - 247,852 - - - - TOTAL REVENUES 484,302 64,406 3,892,136 266,805 67,835 173,830 150,045 5,185 EXPENDITURES: Personnel - - - 6,830 - - - - Supplies - 46,230 - - - - 34,901 1,643 Contracted Services 219,873 82,619 50,000 4,132 195,816 133,504 45,317 4,588 Capital Outlay - - - - - - 7,268 - TOTAL EXPENDITURES 219,873 128,849 50,000 10,962 195,816 133,504 87,486 6,231 - Transfers In - - - - - - - - Transfers Out - - - - (2,595,376) - - - NET TRANSFERS - - - - (2,595,376) - - - CHANGE IN FUND BALANCE 264,429 (64,443) 3,842,136 255,843 (2,723,357) 40,326 62,559 (1,046) 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, Oct 31 976,813$ 388,704$ 9,952,526$ 710,471$ 830$ 40,326$ 402,373$ 171,758$ CS Impact Mitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 2,034,580$ 2,034,580$ -$ -$ -$ Grants / intergovernmental - - - - 2,526,042 6,916,036 20,000 Charges for services 107,313 535,569 - - 21,245 109,793 - Contributions - - - - 3,055 211,489 3,027,480 Investment Earnings 42,150 185,776 99,325 174,745 472,441 319,647 69,989 TOTAL REVENUES 149,463 721,345 2,133,905 2,209,325 3,022,783 7,556,965 3,117,469 EXPENDITURES: Personnel - - - - 42,659 65,184 - Supplies - - - - - 64,025 - Contracted Services - - - - 734,126 235,518 4,089 Capital Outlay - - - - 12,761,617 12,928,190 2,901,661 TOTAL EXPENDITURES - - - - 13,538,402 13,292,917 2,905,750 Transfers In - - - - - - - Transfers Out - - - - (100,000) - - NET TRANSFERS - - - - (100,000) - - CHANGE IN FUND BALANCE 149,463 721,345 2,133,905 2,209,325 (10,615,619) (5,735,952) 211,719 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, Oct 31 1,744,852$ 7,685,356$ 5,183,616$ 8,229,286$ 14,055,765$ 6,826,023$ 3,007,014$ Monthly Financial Report City of Renton, Washington October 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 2023-2024 Adopted Budget. Airport Solid Waste Utility Golf Course Water Utility Wastewater Utility Metro Surface Water Utility REVENUES: Licenses and permits -$ -$ -$ -$ 50,150$ -$ 20,625$ Grants / intergovernmental 149,837 165,834 - 846,705 - - 1,557,919 Charges for services 4,895,375 18,545,566 2,689,212 16,671,129 10,123,983 17,041,663 11,369,058 Rents, leases, and misc fees - - 523,992 235,961 - - - Interest and other misc 257,273 93,165 55,023 1,722,507 1,060,008 158,036 1,714,212 TOTAL REVENUES 5,302,485 18,804,565 3,268,227 19,476,302 11,234,141 17,199,699 14,661,814 EXPENSES: Personnel 931,752 487,415 1,514,956 3,829,921 2,058,707 - 3,281,390 Supplies 72,109 33,194 354,560 910,008 132,222 - 103,859 Contracted Services 499,044 18,152,288 146,617 2,809,982 2,014,502 16,901,017 1,445,526 Internal Services 334,272 395,262 351,250 2,205,428 1,499,391 - 2,242,290 TOTAL OPERATING EXPENSES 1,837,177 19,068,159 2,367,383 9,755,339 5,704,822 16,901,017 7,073,065 CAPITAL, AND TRANSFERS 3,465,308 (263,594) 900,844 9,720,963 5,529,319 298,682 7,588,749 DEBT SERVICE: Principal - - 37,081 272,647 - - - Interest - - 1,432 83,686 36,645 - 45,222 TOTAL DEBT SERVICE - - 38,513 356,333 36,645 - 45,222 CAPITAL OUTLAY 1,157,090 - 326,882 3,821,022 1,588,949 - 5,806,578 Transfers In - - 322,275 - - - - Transfers Out - - (322,275) (6,264) (5,403) - (5,403) NET TRANSFERS - - - (6,264) (5,403) - (5,403) CHANGE IN FUND BALANCE 2,308,218 (263,594) 535,449 5,537,344 3,898,322 298,682 1,731,546 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, Oct 31 11,233,907$ 3,687,597$ 2,145,376$ 53,745,421$ 26,749,193$ 6,535,824$ 30,046,302$ Restricted for Debt Service - - - 1,394,051 661,227 - 754,868 Operating Reserve 244,162 400,000 787,490 1,706,759 975,361 380,000 1,245,213 AVAILABLE FUND BALANCE 10,989,745$ 3,287,597$ 1,357,886$ 50,644,611$ 25,112,605$ 6,155,824$ 28,046,221$ Monthly Financial Report City of Renton, Washington October 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 -$ -$ 191,797$ -$ -$ -$ -$ Equipment rental m&o 2,517,146 - 5,516,696 - - - - Print and mail - - - - 383,353 - - Communications - - - - 810,897 - - Facilities - - - 5,112,471 - - - Interest and other misc 332,646 581,914 198,415 13,822 10,167 198,133 509,661 Internal service fund misc: Vehicle / equipment capital recovery 2,492,413 - - - - - - Insurance premiums - 2,163,133 - - - - - Worker's comp/unemployment - 1,488,042 - - - - - Benefit premiums - - - - - 11,061,198 1,368,750 Other misc 1,262 9,912 11,454 79,738 - 412,357 137,192 Insurance recoveries 44,068 230,839 - - - 9,658 - TOTAL REVENUES 5,387,535 4,473,840 5,918,362 5,206,031 1,204,417 11,681,346 2,052,879 EXPENSES: Personnel 927,304 1,229,936 2,721,008 3,033,192 800,437 9,648,210 1,090,568 Supplies 1,409,089 (43) 358,413 858,096 38,827 6,932 - Contracted Services 349,333 2,612,940 2,627,455 1,578,399 254,826 411,142 76,663 Internal Services 98,522 - 4,903 204,815 3,522 77,814 - TOTAL OPERATING EXPENSES 2,784,248 3,842,833 5,711,779 5,674,502 1,097,612 10,144,098 1,167,231 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS 2,603,287 631,007 206,583 (468,471) 106,805 1,537,248 885,648 TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 2,387,757 - 981,426 116,437 46,651 - - Transfers In - - 81,305 100,000 - - - Transfers Out - (58,813) - - - - - NET TRANSFERS - (58,813) 81,305 100,000 - - - CHANGE IN FUND BALANCE 215,530 572,194 (693,538) (484,908) 60,154 1,537,248 885,648 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, Oct 31 13,493,165$ 23,793,214$ 8,327,805$ 453,014$ 488,878$ 8,472,892$ 20,814,440$ Insurance Reserves - 16,897,915 - - - 4,559,148 20,814,440 Opearting Reserves 13,493,165 - 2,326,091 - - - - AVAILABLE FUND BALANCE -$ 6,895,299$ 6,001,714$ 453,014$ 488,878$ 3,913,744$ -$ Monthly Financial Report City of Renton, Washington October 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 199,567$ -$ Investment Earnings 208,800 - Collected for Others - 2,148,425 TOTAL REVENUES 408,367 2,148,425 EXPENDITURES: Distributions to Others 210,434 1,567,198 TOTAL EXPENDITURES 223,559 1,567,198 NET TRANSFERS - - CHANGE IN FUND BALANCE 184,808 581,227 BEGINNING FUND BALANCE, Jan 1 8,733,791 - ENDING FUND BALANCE, Oct 31 8,918,599$ 581,227$ Monthly Financial Report City of Renton, Washington October 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 October 31, 2023 Funds Balance 01/01/2022 Budgeted Revenue Revenue 10/31/23 Total Funds Available Budgeted Expenditure Expenditure 10/31/23 Ending Balance GENERAL FUND 83,605,978 133,148,027 125,160,569 208,766,547 138,565,955 96,501,642 112,264,905 SPECIAL REVENUE FUNDS:10,967,354 5,152,674 5,104,544 16,071,898 5,642,007 3,428,097 12,643,801 110 Hotel Motel 712,384 200,000 484,302 1,196,686 454,616 219,873 976,813 127 Cable Communication 453,147 57,674 64,406 517,553 255,586 128,849 388,704 130 Housing and Supportive Services 6,110,390 3,500,000 3,892,136 10,002,526 260,000 50,000 9,952,526 135 Springbrook Wetlands Bank 454,628 - 266,805 721,433 40,000 10,962 710,471 140 Police Seizure 339,814 - 150,045 489,859 339,814 87,486 402,373 141 Police CSAM Seizure 172,804 - 5,185 177,989 172,804 6,231 171,758 31X School District Impact Mitigation - 995,000 173,830 173,830 995,000 133,504 40,326 304 Fire Mitigation 2,724,187 400,000 67,835 2,792,022 3,124,187 2,791,192 830 DEBT SERVICE FUND 5,262,665 5,755,022 2,757,328 8,019,993 5,565,690 3,355,252 4,664,741 CAPITAL PROJECT FUNDS (CIP):57,657,726 63,242,649 18,911,255 76,568,981 107,866,332 29,837,069 46,731,912 303 Community Services Mitigation 1,595,389 86,500 149,463 1,744,852 1,090,000 - 1,744,852 305 Transportation Mitigation 6,964,011 1,780,000 721,345 7,685,356 5,817,897 - 7,685,356 308 REET1 3,049,711 2,300,000 2,133,905 5,183,616 3,500,000 - 5,183,616 309 REET2 6,019,961 2,300,000 2,209,325 8,229,286 5,403,625 - 8,229,286 316 Municipal Facilities CIP 24,671,384 10,441,251 3,022,783 27,694,167 35,030,341 13,638,402 14,055,765 317 Transportation CIP 12,561,975 41,712,746 7,556,965 20,118,940 53,190,642 13,292,917 6,826,023 346 New Family First Center Dvlpmnt 2,795,295 4,622,152 3,117,469 5,912,764 3,833,827 2,905,750 3,007,014 ENTERPRISE FUNDS:120,097,653 113,328,675 90,269,508 210,367,161 179,033,479 76,223,541 134,143,620 4X2 Airport Operating & CIP 8,925,689 4,531,000 5,302,485 14,228,174 9,546,030 2,994,267 11,233,907 403 Solid Waste Utility 3,951,191 25,533,751 18,804,565 22,755,756 25,980,244 19,068,159 3,687,597 4X4 Golf Operating & CIP 1,609,927 3,504,825 3,590,502 5,200,429 3,853,974 3,055,053 2,145,376 4X5 Water Operating & CIP 48,208,077 20,789,505 19,476,302 67,684,379 52,379,968 13,938,958 53,745,421 4X6 Waste Water Operating & CIP 22,850,871 12,064,965 11,234,141 34,085,012 25,445,102 7,335,819 26,749,193 416 King County Metro 6,237,142 19,358,929 17,199,699 23,436,841 20,173,811 16,901,017 6,535,824 4X7 Surface Water Operating & CIP 28,314,756 27,545,700 14,661,814 42,976,570 41,654,350 12,930,268 30,046,302 INTERNAL SERVICE FUNDS:73,751,080 50,607,131 36,105,715 109,856,795 56,678,469 34,013,387 75,843,408 501 Equipment Repair/Replacement 13,277,635 9,885,963 5,387,535 18,665,170 9,812,590 5,172,005 13,493,165 502 Insurance 23,221,020 4,997,328 4,473,840 27,694,860 7,358,743 3,901,646 23,793,214 503 Information Services 9,021,343 8,830,085 5,999,667 15,021,010 13,962,728 6,693,205 8,327,805 504 Facilities 937,922 7,142,137 5,306,031 6,243,953 7,265,712 5,790,939 453,014 505 Communications 428,724 1,593,402 1,204,417 1,633,141 1,711,701 1,144,263 488,878 512 Insurance, Healthcare 6,935,644 16,123,216 11,681,346 18,616,990 15,197,161 10,144,098 8,472,892 522 Insurance, Leoff1 Retirees HC 19,928,792 2,035,000 2,052,879 21,981,671 1,369,834 1,167,231 20,814,440 FIDUCIARY FUNDS:8,733,791 400,000 2,556,792 11,290,583 253,475 1,790,757 9,499,826 611 Firemens' Pension 8,733,791 400,000 408,367 9,142,158 253,475 223,559 8,918,599 630 Custodial Fund - - 2,148,425 2,148,425 - 1,567,198 581,227 TOTAL FUNDS 360,076,247 371,634,178 280,865,711 640,941,958 493,605,407 245,149,745 395,792,213