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HomeMy WebLinkAbout01 2023Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through January 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 6,290,161$ Licenses and permits 1,074,819 Grants / intergovernmental 555,625 Charges for services 491,050 Fines and penalties 304,569 Miscellaneous 370,211 Sale of general fixed assets - Investment Earnings 168,387 Insurance recoveries - TOTAL REVENUES 9,254,822 EXPENDITURES: Personnel 5,683,744 Supplies 83,036 Contracted Services 1,488,486 Principal - Capital Outlay - Internal Services 50 TOTAL EXPENDITURES 7,255,316 Transfers In - Transfers Out (8,677) NET TRANSFERS (8,677) CHANGE IN FUND BALANCE 1,990,829 BEGINNING FUND BALANCE, Jan 1 83,605,978 Prior Period Adjustment 3,694 BEGINNING FUND BALANCE, Jan 1 - restated 83,609,672 ENDING FUND BALANCE, Jan 31 85,600,501$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 10,300,000 AVAILABLE FUND BALANCE, Jan 31 72,800,501$ Monthly Financial Report January 2023 Monthly Financial Report City of Renton, Washington January 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 9,800 TOTAL REVENUES 28,959 EXPENDITURES: Principal - Interest 20,769 TOTAL EXPENDITURES 20,769 Transfers In - NET TRANSFERS - CHANGE IN FUND BALANCE 8,190 BEGINNING FUND BALANCE, Jan 1 5,262,665 ENDING FUND BALANCE, Jan 31 5,270,855$ Debt Service Reserve 2,711,725 AVAILABLE FUND BALANCE 2,559,130$ Monthly Financial Report City of Renton, Washington January 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 34,096$ -$ 351,769$ -$ -$ -$ -$ -$ Licenses and permits - 14,243 - - - - - - Charges for services - - - - 3,361 14,788 - - Fines and penalties - - - - - - - 96 Investment Earnings 1,569 884 11,425 854 5,072 49 632 322 Sale of Fixed Assets - - - - - - - - TOTAL REVENUES 35,665 15,127 363,194 854 8,433 14,837 632 418 EXPENDITURES: Personnel - - - 629 - - - - Supplies - 1,024 - - - - - - Contracted Services (5,860) 1,073 - - - - - - Capital Outlay - - - - - - - - TOTAL EXPENDITURES (5,860) 2,097 - 629 - - - - - Transfers In - - - - - - - - Transfers Out - - - - - - - - NET TRANSFERS - - - - - - - - CHANGE IN FUND BALANCE 41,525 13,030 363,194 225 8,433 14,837 632 418 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, Jan 31 753,909$ 466,177$ 6,473,584$ 454,853$ 2,732,620$ 14,837$ 340,446$ 173,222$ CS Impact Mitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 95,197$ 95,198$ -$ -$ -$ Grants / intergovernmental - - - - - 1,993,459 - Charges for services 10,639 63,631 - - - - - Fines and penalties - - - - - - - Contributions - - - - - - - Sale of general fixed assets - - - - - - - Investment Earnings 2,964 12,956 5,670 11,198 49,983 25,235 6,921 TOTAL REVENUES 13,603 76,587 100,867 106,396 49,983 2,018,694 6,921 EXPENDITURES: Personnel - - - - 17,337 2,311 - Supplies - - - - - - - Contracted Services - - - - - - - Capital Outlay - - - - 28,468 20,733 186,296 TOTAL EXPENDITURES - - - - 45,805 23,044 186,296 Transfers In - - - - - - - Transfers Out - - - - - - - NET TRANSFERS - - - - - - - CHANGE IN FUND BALANCE 13,603 76,587 100,867 106,396 4,178 1,995,650 (179,375) 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, Jan 31 1,608,992$ 7,040,598$ 3,150,578$ 6,126,357$ 24,675,562$ 14,557,625$ 2,615,920$ Monthly Financial Report City of Renton, Washington January 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 -$ -$ -$ -$ 3,375$ -$ 1,875$ Grants / intergovernmental - - - - - - - - - 5,567 - - - - Charges for services 128,260 (1,376,254) 120,552 1,438,027 1,029,735 1,704,602 1,193,332 Fines and penalties - - - - - - - Rents, leases, and misc fees 19,137 - 35,565 27,735 - - - Interest and other misc 16,726 8,568 3,683 92,187 51,647 11,614 58,857 TOTAL REVENUES 164,123 (1,367,686) 165,367 1,557,949 1,084,757 1,716,216 1,254,064 EXPENSES: Personnel 97,194 34,394 130,180 389,255 195,813 - 323,745 Supplies 6,106 - 5,801 65,895 12,736 - 10,439 Contracted Services 18,192 (156,981) (8,092) 101,864 156,547 1,681,151 68,847 Internal Services - - - - - - - TOTAL OPERATING EXPENSES 121,492 (122,587) 127,889 557,014 365,096 1,681,151 403,031 CAPITAL, AND TRANSFERS 42,631 (1,245,099) 37,478 1,000,935 719,661 35,065 851,033 DEBT SERVICE: Principal - - 3,694 - - - - Interest - - 157 - - - - TOTAL DEBT SERVICE - - 3,851 - - - - CAPITAL OUTLAY - - - 19,493 26,584 - 36,871 Transfers In - - - - - - - Transfers Out - - - - - - - NET TRANSFERS - - - - - - - CHANGE IN FUND BALANCE 42,631 (1,245,099) 33,627 981,442 693,077 35,065 814,162 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, Jan 31 8,968,320$ 2,706,092$ 1,643,554$ 49,189,519$ 23,543,948$ 6,272,207$ 29,128,918$ Restricted for Debt Service 1,930,472 - - 1,394,051 661,227 - 754,868 Operating Reserve 237,749 400,000 718,815 1,494,850 887,217 380,000 1,131,139 AVAILABLE FUND BALANCE 6,800,099$ 2,306,092$ 924,739$ 46,300,618$ 21,995,504$ 5,892,207$ 27,242,911$ Monthly Financial Report City of Renton, Washington January 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 -$ -$ 17,424$ -$ -$ -$ -$ Grants / intergovernmental - - - - - - - Charges for services: Equipment rental m&o 23,722 - - - - - - Print and mail - - - - - - - Communications - - - - - - - Facilities - - - - - - - IT service contracts - - - - - - - Interest and other misc 24,917 43,471 17,058 2,045 814 13,053 37,157 Internal service fund misc: Vehicle / equipment capital recovery - - - - - - - Insurance premiums - - - - - - - Worker's comp/unemployment - 134,405 - - - - - Benefit premiums - - - - - 1,091,281 - Other misc - - - 9,450 - - - Disposal of capital assets - - - - - - - Insurance recoveries - 34,837 - - - - - TOTAL REVENUES 48,639 212,713 34,482 11,495 814 1,104,334 37,157 EXPENSES: Personnel 95,714 130,183 286,511 289,786 67,169 784,702 84,735 Supplies 102,641 - 24,742 58,617 1,589 385 - Contracted Services 3,042 742,407 267,910 59,030 24,781 53,536 6,066 Internal Services - - - - - - - TOTAL OPERATING EXPENSES 201,397 872,590 579,163 407,433 93,539 838,623 90,801 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS (152,758) (659,877) (544,681) (395,938) (92,725) 265,711 (53,644) TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 59,733 - - 7,550 - - - Transfers In - - 8,677 - - - - Transfers Out - - - - - - - NET TRANSFERS - - 8,677 - - - - CHANGE IN FUND BALANCE (212,491) (659,877) (536,004) (403,488) (92,725) 265,711 (53,644) 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, Jan 31 13,065,144$ 22,561,143$ 8,485,339$ 534,434$ 335,999$ 7,201,355$ 19,875,148$ Insurance Reserves - 18,100,000 - - - 4,561,072 19,875,148 Opearting Reserves 10,771,120 - 3,301,303 - - - - AVAILABLE FUND BALANCE 2,294,024$ 4,461,143$ 5,184,036$ 534,434$ 335,999$ 2,640,283$ -$ Monthly Financial Report City of Renton, Washington January 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 15,312 - Collected for Others - 211,329 TOTAL REVENUES 15,312 211,329 EXPENDITURES: Distributions to Others 56,547 350,376 TOTAL EXPENDITURES 18,660 350,376 NET TRANSFERS - - CHANGE IN FUND BALANCE (3,348) (139,047) BEGINNING FUND BALANCE, Jan 1 8,733,791 - ENDING FUND BALANCE, Jan 31 8,730,443$ (139,047)$ Monthly Financial Report City of Renton, Washington January 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 January 31, 2023 Funds Balance 01/01/2022 Budgeted Revenue Revenue 01/31/23 Total Funds Available Budgeted Expenditure Expenditure 01/31/23 Ending Balance GENERAL FUND 83,605,978 125,712,830 9,258,516 92,864,494 128,494,420 7,263,993 85,600,501 SPECIAL REVENUE FUNDS:10,967,354 5,152,674 439,160 11,406,514 1,633,309 (3,134) 11,409,648 110 Hotel Motel 712,384 200,000 35,665 748,049 - (5,860) 753,909 127 Cable Communication 453,147 57,674 15,127 468,274 97,674 2,097 466,177 130 Housing and Supportive Services 6,110,390 3,500,000 363,194 6,473,584 - - 6,473,584 135 Springbrook Wetlands Bank 454,628 - 854 455,482 40,000 629 454,853 140 Police Seizure 339,814 - 632 340,446 - - 340,446 141 Police CSAM Seizure 172,804 - 418 173,222 - - 173,222 31X School District Impact Mitigation - 995,000 14,837 14,837 995,000 - 14,837 304 Fire Mitigation 2,724,187 400,000 8,433 2,732,620 500,635 - 2,732,620 DEBT SERVICE FUND 5,262,665 3,660,280 28,959 5,291,624 3,465,948 20,769 5,270,855 CAPITAL PROJECT FUNDS (CIP):57,657,726 10,818,500 2,373,051 60,030,777 8,555,625 255,145 59,775,632 303 Community Services Mitigation 1,595,389 86,500 13,603 1,608,992 50,000 - 1,608,992 305 Transportation Mitigation 6,964,011 1,780,000 76,587 7,040,598 750,000 - 7,040,598 308 REET1 3,049,711 2,300,000 100,867 3,150,578 - - 3,150,578 309 REET2 6,019,961 2,300,000 106,396 6,126,357 3,403,625 - 6,126,357 316 Municipal Facilities CIP 24,671,384 1,390,000 49,983 24,721,367 1,390,000 45,805 24,675,562 317 Transportation CIP 12,561,975 2,962,000 2,018,694 14,580,669 2,962,000 23,044 14,557,625 346 New Family First Center Dvlpmnt 2,795,295 - 6,921 2,802,216 - 186,296 2,615,920 ENTERPRISE FUNDS:120,097,653 95,268,427 4,574,790 124,672,443 96,376,491 3,219,885 121,452,558 4X2 Airport Operating & CIP 8,925,689 3,051,767 164,123 9,089,812 2,387,494 121,492 8,968,320 403 Solid Waste Utility 3,951,191 25,173,583 (1,367,686) 2,583,505 25,764,434 (122,587) 2,706,092 4X4 Golf Operating & CIP 1,609,927 3,230,125 165,367 1,775,294 2,956,476 131,740 1,643,554 4X5 Water Operating & CIP 48,208,077 19,317,468 1,557,949 49,766,026 17,876,995 576,507 49,189,519 4X6 Waste Water Operating & CIP 22,850,871 12,064,965 1,084,757 23,935,628 10,911,188 391,680 23,543,948 416 King County Metro 6,237,142 19,358,929 1,716,216 7,953,358 19,358,929 1,681,151 6,272,207 4X7 Surface Water Operating & CIP 28,314,756 13,071,590 1,254,064 29,568,820 17,120,975 439,902 29,128,918 INTERNAL SERVICE FUNDS:73,751,080 46,349,003 1,458,311 75,209,391 44,226,678 3,150,829 72,058,562 501 Equipment Repair/Replacement 13,277,635 6,738,394 48,639 13,326,274 5,296,129 261,130 13,065,144 502 Insurance 23,221,020 4,997,328 212,713 23,433,733 5,850,375 872,590 22,561,143 503 Information Services 9,021,343 8,480,026 43,159 9,064,502 8,088,332 579,163 8,485,339 504 Facilities 937,922 6,952,137 11,495 949,417 6,808,241 414,983 534,434 505 Communications 428,724 1,593,402 814 429,538 1,610,237 93,539 335,999 512 Insurance, Healthcare 6,935,644 15,702,716 1,104,334 8,039,978 15,203,573 838,623 7,201,355 522 Insurance, Leoff1 Retirees HC 19,928,792 1,885,000 37,157 19,965,949 1,369,791 90,801 19,875,148 FIDUCIARY FUNDS:8,733,791 400,000 226,641 8,960,432 253,475 369,036 8,591,396 611 Firemens' Pension 8,733,791 400,000 15,312 8,749,103 253,475 18,660 8,730,443 630 Custodial Fund - - 211,329 211,329 - 350,376 (139,047) TOTAL FUNDS 360,076,247 287,361,714 18,359,428 378,435,675 283,005,946 14,276,523 364,159,152