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HomeMy WebLinkAbout11 2023Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through November 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 107,146,879$ Licenses and permits 6,099,963 Grants / intergovernmental 4,662,270 Charges for services 10,095,947 Interdepartmental services 40,893 Fines and penalties 3,466,790 Miscellaneous 2,096,785 Sale of general fixed assets 840 Investment Earnings 3,002,518 Insurance recoveries 19,009 TOTAL REVENUES 136,631,894 EXPENDITURES: Personnel 66,848,484 Supplies 2,081,884 Contracted Services 20,131,787 Capital Outlay 219,771 Internal Services 15,368,051 TOTAL EXPENDITURES 104,649,977 Transfers In 16,210 Transfers Out (161,400) NET TRANSFERS (145,190) CHANGE IN FUND BALANCE 31,836,727 BEGINNING FUND BALANCE, Jan 1 83,605,978 Prior Period Adjustment - BEGINNING FUND BALANCE, Jan 1 - restated 83,605,978 ENDING FUND BALANCE, Nov 30 115,442,705$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 17,346,914 AVAILABLE FUND BALANCE, Nov 30 95,595,791$ Monthly Financial Report November 2023 Monthly Financial Report City of Renton, Washington November 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 137,135 TOTAL REVENUES 175,454 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 (584,422) BEGINNING FUND BALANCE, Jan 1 5,262,665 ENDING FUND BALANCE, Nov 30 4,678,243$ Debt Service Reserve 2,717,575 AVAILABLE FUND BALANCE 1,960,668$ Monthly Financial Report City of Renton, Washington November 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 504,379$ -$ 4,085,991$ -$ -$ -$ -$ -$ Licenses and permits - 53,566 - - - - - - Grants / intergovernmental - - - 4,011 - - - - Charges for services - - - - 38,600 179,240 - - Fines and penalties - - - - - - - 971 Contributions 10,000 - - - - - 140,389 - Investment Earnings 24,551 12,011 229,521 17,000 30,951 463 10,820 4,812 Sale of Fixed Assets - - - 247,852 - - - - TOTAL REVENUES 538,930 65,577 4,315,512 268,863 69,551 179,703 151,209 5,783 EXPENDITURES: Personnel - - - 7,357 - - - - Supplies - 46,271 - - - - 34,901 2,053 Contracted Services 250,773 86,116 50,000 4,132 196,646 133,504 45,317 7,773 Capital Outlay - - - - - - 7,268 - TOTAL EXPENDITURES 250,773 132,387 50,000 11,489 196,646 133,504 87,486 9,826 - Transfers In - - - - - - - - Transfers Out - - - - (2,595,376) - - - NET TRANSFERS - - - - (2,595,376) - - - CHANGE IN FUND BALANCE 288,157 (66,810) 4,265,512 257,374 (2,722,471) 46,199 63,723 (4,043) 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, Nov 30 1,000,541$ 386,337$ 10,375,902$ 712,002$ 1,716$ 46,199$ 403,537$ 168,761$ CS Impact Mitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 2,159,852$ 2,159,852$ -$ -$ -$ Grants / intergovernmental - - - - 2,667,043 8,713,417 20,000 Charges for services 113,866 803,997 - - 30,671 109,792 - Contributions - - - - 3,055 519,012 3,527,480 Investment Earnings 47,198 208,020 114,333 198,569 513,313 339,915 78,688 TOTAL REVENUES 161,064 1,012,017 2,274,185 2,358,421 3,214,082 9,682,136 3,626,168 EXPENDITURES: Personnel - - - - 44,228 74,400 - Supplies - - - - - 64,025 - Contracted Services - - - - 743,272 236,773 3,939 Capital Outlay - - - - 13,015,201 13,450,653 2,905,184 TOTAL EXPENDITURES - - - - 13,802,701 13,825,851 2,909,123 Transfers In - - - - - - - Transfers Out - - - - (100,000) - - NET TRANSFERS - - - - (100,000) - - CHANGE IN FUND BALANCE 161,064 1,012,017 2,274,185 2,358,421 (10,688,619) (4,143,715) 717,045 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, Nov 30 1,756,453$ 7,976,028$ 5,323,896$ 8,378,382$ 13,982,765$ 8,418,260$ 3,512,340$ Monthly Financial Report City of Renton, Washington November 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 -$ -$ -$ -$ 54,275$ -$ 21,750$ Grants / intergovernmental 695,814 165,834 - 846,705 - - 1,557,919 Charges for services 5,307,872 19,836,243 2,860,426 18,098,509 11,107,937 18,706,586 12,374,366 Rents, leases, and misc fees - - 546,500 248,726 - - - Interest and other misc 289,818 110,342 62,131 1,879,261 1,141,292 176,957 1,801,811 TOTAL REVENUES 6,293,504 20,112,419 3,469,057 21,073,201 12,303,504 18,883,543 15,755,846 EXPENSES: Personnel 1,030,154 533,380 1,667,081 4,219,232 2,263,302 - 3,596,178 Supplies 91,067 33,197 374,718 976,173 138,018 - 112,308 Contracted Services 552,955 21,096,563 174,447 3,057,651 2,205,129 18,587,047 1,560,739 Internal Services 334,272 385,611 351,250 2,205,428 1,499,391 - 2,242,290 TOTAL OPERATING EXPENSES 2,008,448 22,048,751 2,567,496 10,458,484 6,105,840 18,587,047 7,511,515 CAPITAL, AND TRANSFERS 4,285,056 (1,936,332) 901,561 10,614,717 6,197,664 296,496 8,244,331 DEBT SERVICE: Principal - - 40,807 272,647 - - - Interest - - 1,558 83,686 36,645 - 45,222 TOTAL DEBT SERVICE - - 42,365 356,333 36,645 - 45,222 CAPITAL OUTLAY 1,236,596 - 326,882 4,139,393 2,045,919 - 6,161,196 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 3,048,460 (1,936,332) 532,314 6,112,727 4,109,697 296,496 2,032,510 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, Nov 30 11,974,149$ 2,014,859$ 2,142,241$ 54,320,804$ 26,960,568$ 6,533,638$ 30,347,266$ Restricted for Debt Service - - - 1,394,051 661,227 - 754,868 Operating Reserve 282,282 400,000 787,490 1,706,759 975,361 380,000 1,245,213 AVAILABLE FUND BALANCE 11,691,867$ 1,614,859$ 1,354,751$ 51,219,994$ 25,323,980$ 6,153,638$ 28,347,185$ Monthly Financial Report City of Renton, Washington November 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 -$ -$ 205,011$ -$ -$ -$ -$ Grants / intergovernmental - - - - - - 37,276 Equipment rental m&o 2,533,015 - 5,516,696 - - - - Print and mail - - - - 383,353 - - Communications - - - - 810,897 - - Facilities - - - 5,112,471 - - - Interest and other misc 371,904 650,801 222,541 15,444 11,595 223,098 570,001 Internal service fund misc: Vehicle / equipment capital recovery 2,492,413 - - - - - - Insurance premiums - 2,163,133 - - - - - Worker's comp/unemployment - 1,632,269 - - - - - Benefit premiums - - - - - 12,176,699 1,368,750 Other misc 1,319 9,912 11,454 82,961 - 517,237 166,374 Insurance recoveries 45,746 234,387 - - - 10,083 - TOTAL REVENUES 5,444,397 4,690,502 5,955,702 5,210,876 1,205,845 12,927,117 2,142,401 EXPENSES: Personnel 1,011,333 1,364,953 3,004,712 3,344,940 879,086 10,464,209 1,187,740 Supplies 1,591,825 683 1,087,046 903,221 41,701 7,372 - Contracted Services 377,314 2,692,888 3,203,356 1,619,884 266,046 451,038 80,424 Internal Services 98,522 - 4,903 204,815 3,522 77,814 - TOTAL OPERATING EXPENSES 3,078,994 4,058,524 7,300,017 6,072,860 1,190,355 11,000,433 1,268,164 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS 2,365,403 631,978 (1,344,315) (861,984) 15,490 1,926,684 874,237 TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 2,478,098 - 997,537 291,392 46,651 - - Transfers In - - 85,114 235,960 - - - Transfers Out - (58,813) - - - - - NET TRANSFERS - (58,813) 85,114 235,960 - - - CHANGE IN FUND BALANCE (112,695) 573,165 (2,256,738) (917,416) (31,161) 1,926,684 874,237 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, Nov 30 13,164,940$ 23,794,185$ 6,764,605$ 20,506$ 397,563$ 8,862,328$ 20,803,029$ Insurance Reserves - 17,616,914 - - - 4,559,148 20,803,029 Opearting Reserves 13,164,940 - 2,326,091 - - - - AVAILABLE FUND BALANCE -$ 6,177,271$ 4,438,514$ 20,506$ 397,563$ 4,303,180$ -$ Monthly Financial Report City of Renton, Washington November 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 199,566$ -$ Investment Earnings 545,084 - Collected for Others - 2,235,634 TOTAL REVENUES 744,650 2,235,634 EXPENDITURES: Contracted Services 13,125 - Distributions to Others 231,793 1,603,669 TOTAL EXPENDITURES 244,918 1,603,669 NET TRANSFERS - - CHANGE IN FUND BALANCE 499,732 631,965 BEGINNING FUND BALANCE, Jan 1 8,733,791 - ENDING FUND BALANCE, Nov 30 9,233,523$ 631,965$ Monthly Financial Report City of Renton, Washington November 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 November 30, 2023 Funds Balance 01/01/2022 Budgeted Revenue Revenue 11/30/23 Total Funds Available Budgeted Expenditure Expenditure 11/30/23 Ending Balance GENERAL FUND 83,605,978 142,519,850 136,648,104 220,254,082 144,557,615 104,811,377 115,442,705 SPECIAL REVENUE FUNDS:10,967,354 5,738,211 5,595,128 16,562,482 5,209,166 3,467,487 13,094,995 110 Hotel Motel 712,384 481,000 538,930 1,251,314 479,616 250,773 1,000,541 127 Cable Communication 453,147 57,674 65,577 518,724 255,586 132,387 386,337 130 Housing and Supportive Services 6,110,390 4,000,000 4,315,512 10,425,902 260,000 50,000 10,375,902 135 Springbrook Wetlands Bank 454,628 262,378 268,863 723,491 40,000 11,489 712,002 140 Police Seizure 339,814 106,159 151,209 491,023 445,973 87,486 403,537 141 Police CSAM Seizure 172,804 - 5,783 178,587 172,804 9,826 168,761 31X School District Impact Mitigation - 600,000 179,703 179,703 600,000 133,504 46,199 304 Fire Mitigation 2,724,187 231,000 69,551 2,793,738 2,955,187 2,792,022 1,716 DEBT SERVICE FUND 5,262,665 5,895,022 2,770,830 8,033,495 5,565,690 3,355,252 4,678,243 CAPITAL PROJECT FUNDS (CIP):57,657,726 74,876,371 22,328,073 79,985,799 118,053,246 30,637,675 49,348,124 303 Community Services Mitigation 1,595,389 132,172 161,064 1,756,453 1,090,000 - 1,756,453 305 Transportation Mitigation 6,964,011 661,235 1,012,017 7,976,028 5,817,897 - 7,976,028 308 REET1 3,049,711 2,096,157 2,274,185 5,323,896 3,715,000 - 5,323,896 309 REET2 6,019,961 2,179,126 2,358,421 8,378,382 5,403,625 - 8,378,382 316 Municipal Facilities CIP 24,671,384 18,829,719 3,214,082 27,885,466 41,213,863 13,902,701 13,982,765 317 Transportation CIP 12,561,975 45,791,289 9,682,136 22,244,111 56,979,034 13,825,851 8,418,260 346 New Family First Center Dvlpmnt 2,795,295 5,186,673 3,626,168 6,421,463 3,833,827 2,909,123 3,512,340 ENTERPRISE FUNDS:120,097,653 131,547,945 98,213,349 218,311,002 192,661,038 84,017,477 134,293,525 4X2 Airport Operating & CIP 8,925,689 7,285,694 6,293,504 15,219,193 11,588,234 3,245,044 11,974,149 403 Solid Waste Utility 3,951,191 25,908,805 20,112,419 24,063,610 26,284,049 22,048,751 2,014,859 4X4 Golf Operating & CIP 1,609,927 3,919,825 3,791,332 5,401,259 4,003,974 3,259,018 2,142,241 4X5 Water Operating & CIP 48,208,077 22,053,001 21,073,201 69,281,278 52,379,968 14,960,474 54,320,804 4X6 Waste Water Operating & CIP 22,850,871 12,733,569 12,303,504 35,154,375 25,445,102 8,193,807 26,960,568 416 King County Metro 6,237,142 20,303,166 18,883,543 25,120,685 20,173,811 18,587,047 6,533,638 4X7 Surface Water Operating & CIP 28,314,756 39,343,885 15,755,846 44,070,602 52,785,900 13,723,336 30,347,266 INTERNAL SERVICE FUNDS:73,751,080 53,408,601 37,897,914 111,648,994 58,629,662 37,841,838 73,807,156 501 Equipment Repair/Replacement 13,277,635 10,506,130 5,444,397 18,722,032 10,871,930 5,557,092 13,164,940 502 Insurance 23,221,020 6,620,328 4,690,502 27,911,522 7,461,634 4,117,337 23,794,185 503 Information Services 9,021,343 9,527,403 6,040,816 15,062,159 14,369,947 8,297,554 6,764,605 504 Facilities 937,922 7,185,622 5,446,836 6,384,758 7,307,705 6,364,252 20,506 505 Communications 428,724 1,593,402 1,205,845 1,634,569 1,731,451 1,237,006 397,563 512 Insurance, Healthcare 6,935,644 16,315,216 12,927,117 19,862,761 15,197,161 11,000,433 8,862,328 522 Insurance, Leoff1 Retirees HC 19,928,792 1,660,500 2,142,401 22,071,193 1,689,834 1,268,164 20,803,029 FIDUCIARY FUNDS:8,733,791 424,566 2,980,284 11,714,075 267,475 1,848,587 9,865,488 611 Firemens' Pension 8,733,791 424,566 744,650 9,478,441 267,475 244,918 9,233,523 630 Custodial Fund - - 2,235,634 2,235,634 - 1,603,669 631,965 TOTAL FUNDS 360,076,247 414,410,566 306,433,682 666,509,929 524,943,892 265,979,693 400,530,236