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HomeMy WebLinkAbout02 2023Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through February 28, 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 13,968,757$ Licenses and permits 1,766,249 Grants / intergovernmental 732,872 Charges for services 980,182 Fines and penalties 612,194 Miscellaneous 565,701 Sale of general fixed assets - Investment Earnings 339,894 Insurance recoveries - TOTAL REVENUES 18,965,849 EXPENDITURES: Personnel 11,504,108 Supplies 235,470 Contracted Services 2,980,904 Principal - Capital Outlay - Internal Services 50 TOTAL EXPENDITURES 14,720,532 Transfers In - Transfers Out (8,677) NET TRANSFERS (8,677) CHANGE IN FUND BALANCE 4,236,640 BEGINNING FUND BALANCE, Jan 1 83,605,978 Prior Period Adjustment 7,392 BEGINNING FUND BALANCE, Jan 1 - restated 83,613,370 ENDING FUND BALANCE, Feb 28 87,850,010$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 10,300,000 AVAILABLE FUND BALANCE, Feb 28 75,050,010$ Monthly Financial Report February 2023 Monthly Financial Report City of Renton, Washington February 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 19,297 TOTAL REVENUES 38,456 EXPENDITURES: Principal 203,210 Interest 67,876 TOTAL EXPENDITURES 271,086 Transfers In - NET TRANSFERS - CHANGE IN FUND BALANCE (232,630) BEGINNING FUND BALANCE, Jan 1 5,262,665 ENDING FUND BALANCE, Feb 28 5,030,035$ Debt Service Reserve 2,711,725 AVAILABLE FUND BALANCE 2,318,310$ Monthly Financial Report City of Renton, Washington February 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 62,618$ -$ 775,914$ -$ -$ -$ -$ -$ Licenses and permits - 14,243 - - - - - - Charges for services - - - - 9,573 40,667 - - Fines and penalties - - - - - - - 288 Investment Earnings 2,927 1,749 23,092 1,674 9,995 75 1,245 634 TOTAL REVENUES 65,545 15,992 799,006 5,685 19,568 40,742 1,245 922 EXPENDITURES: Personnel - - - 1,836 - - - - Supplies - 1,425 - - - - - - Contracted Services 399 6,380 26,270 - - 14,837 7,756 4,544 TOTAL EXPENDITURES 399 7,805 26,270 1,836 - 14,837 7,756 4,544 - Transfers In - - - - - - - - Transfers Out - - - - - - - - NET TRANSFERS - - - - - - - - CHANGE IN FUND BALANCE 65,146 8,187 772,736 3,849 19,568 25,905 (6,511) (3,622) 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, Feb 28 777,530$ 461,334$ 6,883,126$ 458,477$ 2,743,755$ 25,905$ 333,303$ 169,182$ CS Impact Mitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 202,142$ 202,142$ -$ -$ -$ Grants / intergovernmental - - - - - 2,841,450 20,000 Charges for services 28,872 108,047 - - - - - Fines and penalties - - - - - - - Contributions - - - - - - - Sale of general fixed assets - - - - - - - Investment Earnings 5,857 25,632 11,339 22,226 94,520 51,613 11,625 TOTAL REVENUES 34,729 133,679 213,481 224,368 94,520 2,893,063 31,625 EXPENDITURES: Personnel - - - - 18,633 3,385 - Supplies - - - - - - - Contracted Services - - - - 46,984 7,886 - Capital Outlay - - - - 957,127 441,921 1,070,313 TOTAL EXPENDITURES - - - - 1,022,744 453,192 1,070,313 Transfers In - - - - - - - Transfers Out - - - - - - - NET TRANSFERS - - - - - - - CHANGE IN FUND BALANCE 34,729 133,679 213,481 224,368 (928,224) 2,439,871 (1,038,688) 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, Feb 28 1,630,118$ 7,097,690$ 3,263,192$ 6,244,329$ 23,743,160$ 15,001,846$ 1,756,607$ Monthly Financial Report City of Renton, Washington February 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 -$ -$ -$ -$ 6,375$ -$ 6,375$ Grants / intergovernmental - - - - - - - - - 10,967 - - - - Charges for services 557,258 1,326,952 250,792 2,696,453 2,000,146 3,345,133 2,211,082 Fines and penalties - - - - - - - Rents, leases, and misc fees 19,137 - 61,729 46,579 - - - Interest and other misc 32,893 13,441 7,264 183,933 116,821 22,914 280,186 TOTAL REVENUES 609,288 1,340,393 330,752 2,926,965 2,123,342 3,368,047 2,497,643 EXPENSES: Personnel 189,618 72,380 263,672 787,612 391,489 - 640,184 Supplies 15,283 999 47,033 123,469 33,347 - 24,751 Contracted Services 47,459 2,488,813 653 440,019 349,132 3,362,302 170,301 Internal Services - - - - - - - TOTAL OPERATING EXPENSES 252,360 2,562,192 311,358 1,351,100 773,968 3,362,302 835,236 CAPITAL, AND TRANSFERS 356,928 (1,221,799) 19,394 1,575,865 1,349,374 5,745 1,662,407 DEBT SERVICE: Principal - - 7,392 - - - - Interest - - 311 - - - - TOTAL DEBT SERVICE - - 7,703 - - - - CAPITAL OUTLAY - - - 129,675 67,048 - 126,056 Transfers In - - - - - - - Transfers Out - - - - - - - NET TRANSFERS - - - - - - - CHANGE IN FUND BALANCE 356,928 (1,221,799) 11,691 1,446,190 1,282,326 5,745 1,536,351 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, Feb 28 9,282,617$ 2,729,392$ 1,621,618$ 49,654,267$ 24,133,197$ 6,242,887$ 29,851,107$ 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 7,114,396$ 2,329,392$ 902,803$ 46,765,366$ 22,584,753$ 5,862,887$ 27,965,100$ Monthly Financial Report City of Renton, Washington February 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 -$ -$ 39,808$ -$ -$ -$ -$ Grants / intergovernmental - - - - - - - Charges for services: Equipment rental m&o 35,519 - - - - - - Print and mail - - - - - - - Communications - - - - - - - Facilities - - - - - - - IT service contracts - - - - - - - Interest and other misc 48,485 84,128 32,391 3,149 1,424 26,027 72,966 Internal service fund misc: Vehicle / equipment capital recovery - - - - - - - Insurance premiums - - - - - - - Worker's comp/unemployment - 276,645 - - - - - Benefit premiums - - - - - 2,187,434 - Other misc 161 9,912 - 15,763 - 144,940 33,249 Disposal of capital assets - - - - - - - Insurance recoveries 2,477 38,126 - - - - - TOTAL REVENUES 86,642 408,811 72,199 18,912 1,424 2,358,401 106,215 EXPENSES: Personnel 192,902 243,434 569,519 576,517 148,830 1,681,854 172,444 Supplies 238,311 - 43,923 188,502 11,522 660 - Contracted Services 42,084 771,195 465,842 211,195 52,412 97,544 10,425 Internal Services - - - - - - - TOTAL OPERATING EXPENSES 473,297 1,014,629 1,079,284 976,214 212,764 1,780,058 182,869 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS (386,655) (605,818) (1,007,085) (957,302) (211,340) 578,343 (76,654) TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 110,220 - 790,931 12,255 - - - Transfers In - - 8,677 - - - - Transfers Out - - - - - - - NET TRANSFERS - - 8,677 - - - - CHANGE IN FUND BALANCE (496,875) (605,818) (1,789,339) (969,557) (211,340) 578,343 (76,654) 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, Feb 28 12,780,760$ 22,615,202$ 7,232,004$ (31,635)$ 217,384$ 7,513,987$ 19,852,138$ Insurance Reserves - 18,100,000 - - - 4,561,072 19,852,138 Opearting Reserves 10,771,120 - 3,301,303 - - - - AVAILABLE FUND BALANCE 2,009,640$ 4,515,202$ 3,930,701$ (31,635)$ 217,384$ 2,952,915$ -$ Monthly Financial Report City of Renton, Washington February 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 30,121 - Collected for Others - 364,593 TOTAL REVENUES 30,121 364,593 EXPENDITURES: Distributions to Others 89,241 416,638 TOTAL EXPENDITURES 51,354 416,638 NET TRANSFERS - - CHANGE IN FUND BALANCE (21,233) (52,045) BEGINNING FUND BALANCE, Jan 1 8,733,791 - ENDING FUND BALANCE, Feb 28 8,712,558$ (52,045)$ Monthly Financial Report City of Renton, Washington February 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 February 28, 2023 Funds Balance 01/01/2022 Budgeted Revenue Revenue 02/28/23 Total Funds Available Budgeted Expenditure Expenditure 02/28/23 Ending Balance GENERAL FUND 83,605,978 125,712,830 18,973,241 102,579,219 128,494,420 14,729,209 87,850,010 SPECIAL REVENUE FUNDS:10,967,354 5,152,674 948,705 11,916,059 1,633,309 63,447 11,852,612 110 Hotel Motel 712,384 200,000 65,545 777,929 - 399 777,530 127 Cable Communication 453,147 57,674 15,992 469,139 97,674 7,805 461,334 130 Housing and Supportive Services 6,110,390 3,500,000 799,006 6,909,396 - 26,270 6,883,126 135 Springbrook Wetlands Bank 454,628 - 5,685 460,313 40,000 1,836 458,477 140 Police Seizure 339,814 - 1,245 341,059 - 7,756 333,303 141 Police CSAM Seizure 172,804 - 922 173,726 - 4,544 169,182 31X School District Impact Mitigation - 995,000 40,742 40,742 995,000 14,837 25,905 304 Fire Mitigation 2,724,187 400,000 19,568 2,743,755 500,635 - 2,743,755 DEBT SERVICE FUND 5,262,665 3,660,280 38,456 5,301,121 3,465,948 271,086 5,030,035 CAPITAL PROJECT FUNDS (CIP):57,657,726 10,818,500 3,625,465 61,283,191 8,555,625 2,546,249 58,736,942 303 Community Services Mitigation 1,595,389 86,500 34,729 1,630,118 50,000 - 1,630,118 305 Transportation Mitigation 6,964,011 1,780,000 133,679 7,097,690 750,000 - 7,097,690 308 REET1 3,049,711 2,300,000 213,481 3,263,192 - - 3,263,192 309 REET2 6,019,961 2,300,000 224,368 6,244,329 3,403,625 - 6,244,329 316 Municipal Facilities CIP 24,671,384 1,390,000 94,520 24,765,904 1,390,000 1,022,744 23,743,160 317 Transportation CIP 12,561,975 2,962,000 2,893,063 15,455,038 2,962,000 453,192 15,001,846 346 New Family First Center Dvlpmnt 2,795,295 - 31,625 2,826,920 - 1,070,313 1,756,607 ENTERPRISE FUNDS:120,097,653 95,268,427 13,196,430 133,294,083 96,376,491 9,778,998 123,515,085 4X2 Airport Operating & CIP 8,925,689 3,051,767 609,288 9,534,977 2,387,494 252,360 9,282,617 403 Solid Waste Utility 3,951,191 25,173,583 1,340,393 5,291,584 25,764,434 2,562,192 2,729,392 4X4 Golf Operating & CIP 1,609,927 3,230,125 330,752 1,940,679 2,956,476 319,061 1,621,618 4X5 Water Operating & CIP 48,208,077 19,317,468 2,926,965 51,135,042 17,876,995 1,480,775 49,654,267 4X6 Waste Water Operating & CIP 22,850,871 12,064,965 2,123,342 24,974,213 10,911,188 841,016 24,133,197 416 King County Metro 6,237,142 19,358,929 3,368,047 9,605,189 19,358,929 3,362,302 6,242,887 4X7 Surface Water Operating & CIP 28,314,756 13,071,590 2,497,643 30,812,399 17,120,975 961,292 29,851,107 INTERNAL SERVICE FUNDS:73,751,080 46,349,003 3,061,281 76,812,361 44,226,678 6,632,521 70,179,840 501 Equipment Repair/Replacement 13,277,635 6,738,394 86,642 13,364,277 5,296,129 583,517 12,780,760 502 Insurance 23,221,020 4,997,328 408,811 23,629,831 5,850,375 1,014,629 22,615,202 503 Information Services 9,021,343 8,480,026 80,876 9,102,219 8,088,332 1,870,215 7,232,004 504 Facilities 937,922 6,952,137 18,912 956,834 6,808,241 988,469 (31,635) 505 Communications 428,724 1,593,402 1,424 430,148 1,610,237 212,764 217,384 512 Insurance, Healthcare 6,935,644 15,702,716 2,358,401 9,294,045 15,203,573 1,780,058 7,513,987 522 Insurance, Leoff1 Retirees HC 19,928,792 1,885,000 106,215 20,035,007 1,369,791 182,869 19,852,138 FIDUCIARY FUNDS:8,733,791 400,000 394,714 9,128,505 253,475 467,992 8,660,513 611 Firemens' Pension 8,733,791 400,000 30,121 8,763,912 253,475 51,354 8,712,558 630 Custodial Fund - - 364,593 364,593 - 416,638 (52,045) TOTAL FUNDS 360,076,247 287,361,714 40,238,292 400,314,539 283,005,946 34,489,502 365,825,037