Loading...
HomeMy WebLinkAboutMONTH 2024 03Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through March 31, 2024. 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 22,432,357$ Licenses and permits 1,935,992 Grants / intergovernmental 4,067,883 Charges for services 2,964,633 Interdepartmental services 11,203 Fines and penalties 876,674 Miscellaneous 1,062,353 Investment Earnings 1,059,207 Insurance recoveries 769 TOTAL REVENUES 34,411,071 EXPENDITURES: Personnel 18,534,891 Supplies 457,232 Contracted Services 5,480,493 Capital Outlay 45,303 Internal Services 5,243,643 TOTAL EXPENDITURES 29,761,562 Transfers In - Transfers Out - NET TRANSFERS - CHANGE IN FUND BALANCE 4,649,509 BEGINNING FUND BALANCE, Jan 1 99,226,476 BEGINNING FUND BALANCE, Jan 1 - restated 99,226,476 ENDING FUND BALANCE, Mar 31 103,875,985$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 15,986,508 AVAILABLE FUND BALANCE, Mar 31 85,389,477$ Monthly Financial Report March 2024 Monthly Financial Report City of Renton, Washington March 2024 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 16,191$ Investment Earnings 51,055 TOTAL REVENUES 67,246 EXPENDITURES: Principal - Interest 17,308 TOTAL EXPENDITURES 17,308 Transfers In - NET TRANSFERS - CHANGE IN FUND BALANCE 49,938 BEGINNING FUND BALANCE, Jan 1 5,412,174 ENDING FUND BALANCE, Mar 31 5,462,112$ Debt Service Reserve 2,717,575 AVAILABLE FUND BALANCE 2,744,537$ Monthly Financial Report City of Renton, Washington March 2024 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 SeizureREVENUES:Taxes 100,560$ -$ 1,133,268$ -$ -$ -$ -$ -$ Licenses and permits - 12,083 - - - - - - Grants / intergovernmental - - - 4,132 - - - - Charges for services - - - - 12,807 45,764 - - Fines and penalties - - - - - - - 1,670 Contributions 20,000 - - - - - 1,222 - Investment Earnings 8,911 3,600 105,650 6,723 - 178 6,432 1,349 Sale of Fixed Assets - - - - - - - - TOTAL REVENUES 129,471 15,683 1,238,918 10,855 12,807 45,942 7,654 3,019 EXPENDITURES: Personnel - - - 2,536 - - - - Supplies - - - - - - 7,763 - Contracted Services 39,016 14,391 49,500 - 9,010 17,739 64,950 44 Capital Outlay - - - - - - 86,900 40,278 TOTAL EXPENDITURES 39,016 14,391 49,500 2,536 9,010 17,739 159,613 40,322 - Transfers In - - - - - - - - Transfers Out - - - - - - - - NET TRANSFERS - - - - - - - - CHANGE IN FUND BALANCE 90,455 1,292 1,189,418 8,319 3,797 28,203 (151,959) (37,303) BEGINNING FUND BALANCE, Jan 1 889,272 358,300 10,811,847 711,118 - 34 731,928 169,577 Prior Period Adjustment - - - - - - - - BEGINNING FUND BALANCE, Jan 1 - restated 889,272 358,300 10,811,847 711,118 - 34 731,928 169,577 ENDING FUND BALANCE, Mar 31 979,727$ 359,592$ 12,001,265$ 719,437$ 3,797$ 28,237$ 579,969$ 132,274$ CS Impact Mitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 613,941$ 613,941$ -$ -$ -$ Grants / intergovernmental - - - - 726,675 2,925,838 - Charges for services 49,147 329,423 - - - - - Contributions - - - - - - 17,548 Investment Earnings 6,483 21,644 18,749 31,730 208,261 153,298 34,422 TOTAL REVENUES 55,630 351,067 632,690 645,671 934,936 3,079,136 51,970 EXPENDITURES: Personnel - - - - 10,335 27,881 - Contracted Services - - - - 355,669 28,249 - Capital Outlay - - - - 1,007,208 3,860,471 - TOTAL EXPENDITURES - - - - 1,373,212 3,916,601 - Transfers In - - - - - - - Transfers Out - - - - - - - NET TRANSFERS - - - - - - - CHANGE IN FUND BALANCE 55,630 351,067 632,690 645,671 (438,276) (837,465) 51,970 BEGINNING FUND BALANCE, Jan 1 681,333 2,220,270 1,765,153 3,145,503 21,980,020 15,282,117 3,643,436 Prior Period Adjustment - - - - - - - BEGINNING FUND BALANCE, Jan 1 - restated 681,333 2,220,270 1,765,153 3,145,503 21,980,020 15,282,117 3,643,436 ENDING FUND BALANCE, Mar 31 736,963$ 2,571,337$ 2,397,843$ 3,791,174$ 21,541,744$ 14,444,652$ 3,695,406$ Monthly Financial Report City of Renton, Washington March 2024 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 -$ -$ -$ -$ 21,729$ -$ 8,250$ Grants / intergovernmental 272,007 - - 120,150 - - 588,293 Charges for services 1,132,832 6,502,052 446,947 4,076,219 3,073,259 5,170,772 3,342,032 Rents, leases, and misc fees - - 58,807 45,058 - - - Interest and other misc 108,655 34,428 21,336 743,930 401,148 61,483 309,920 TOTAL REVENUES 1,513,494 6,536,480 527,090 4,985,357 3,496,136 5,232,255 4,248,495 EXPENSES: Personnel 291,904 157,446 420,084 1,321,617 660,369 - 946,297 Supplies 23,347 2,720 76,239 174,741 18,941 - 19,660 Contracted Services 133,950 5,807,537 53,102 677,786 610,540 5,322,752 350,254 Internal Services 114,387 135,978 120,100 754,480 527,130 - 761,149 TOTAL OPERATING EXPENSES 563,588 6,103,681 669,525 2,928,624 1,816,980 5,322,752 2,077,360 CAPITAL, AND TRANSFERS 949,906 432,799 (142,435) 2,056,733 1,679,156 (90,497) 2,171,135 DEBT SERVICE: Principal - - 11,203 - - - - Interest - - 351 - - - - TOTAL DEBT SERVICE - - 11,554 - - - - CAPITAL OUTLAY 467,048 - - 859,829 543,160 - 4,058,825 Transfers In - - 41,250 - - - - Transfers Out - - (41,250) - (1,147) - 1,762 NET TRANSFERS - - - - (1,147) - 1,762 CHANGE IN FUND BALANCE 482,858 432,799 (153,989) 1,196,904 1,134,849 (90,497) (1,885,928) BEGINNING FUND BALANCE, Jan 1 11,276,837 3,928,543 1,884,908 52,071,465 26,162,847 6,589,443 29,287,067 ENDING FUND BALANCE, Mar 31 11,759,695$ 4,361,342$ 1,730,919$ 53,268,369$ 27,297,696$ 6,498,946$ 27,401,139$ Restricted for Debt Service - - - 1,394,051 661,227 - 754,868 Operating Reserve 264,613 400,000 753,443 1,746,736 1,028,679 380,000 1,272,184 AVAILABLE FUND BALANCE 11,495,082$ 3,961,342$ 977,476$ 50,127,582$ 25,607,790$ 6,118,946$ 25,374,087$ Monthly Financial Report City of Renton, Washington March 2024 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 -$ -$ 49,648$ -$ -$ -$ -$ Equipment rental m&o 844,652 - 1,884,360 - - - - Interest and other misc 170,698 227,496 81,766 6,790 5,191 89,581 191,238 Internal service fund misc: Worker's comp/unemployment - 460,316 - - - - - Benefit premiums - - - - - 3,439,095 187,500 Other misc 178 4,502 - 18,246 - 224,199 71,331 Insurance recoveries - 42,377 - - - 2,194 - TOTAL REVENUES 1,817,175 1,462,798 2,015,774 1,790,081 421,133 3,755,069 450,069 EXPENSES: Personnel 297,838 344,646 896,949 942,711 246,277 2,885,814 318,803 Supplies 383,396 - 135,247 153,945 10,219 1,045 - Contracted Services 131,267 1,047,988 866,161 414,426 57,764 150,081 14,336 Internal Services 33,817 - 1,674 69,850 1,203 28,515 - TOTAL OPERATING EXPENSES 846,318 1,392,634 1,900,031 1,580,932 315,463 3,065,455 333,139 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS 970,857 70,164 115,743 209,149 105,670 689,614 116,930 TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 96,859 - 422,268 1,065 - - - Transfers In - - 1,147 - - - - Transfers Out - - - - - - - NET TRANSFERS - - 1,147 - - - - CHANGE IN FUND BALANCE 873,998 70,164 (305,378) 208,084 105,670 689,614 116,930 BEGINNING FUND BALANCE, Jan 1 18,278,075 24,691,220 9,416,600 1,046,533 641,437 8,946,970 20,320,818 ENDING FUND BALANCE, Mar 31 19,152,073$ 24,761,384$ 9,111,222$ 1,254,617$ 747,107$ 9,636,584$ 20,437,748$ Insurance Reserves - 17,786,508 - - - 4,920,868 20,437,748 Opearting Reserves 19,152,073 - 2,326,091 - - - - AVAILABLE FUND BALANCE -$ 6,974,876$ 6,785,131$ 1,254,617$ 747,107$ 4,715,716$ -$ Monthly Financial Report City of Renton, Washington March 2024 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 82,977 - Collected for Others - 1,207,941 TOTAL REVENUES 82,977 1,207,941 EXPENDITURES: Contracted Services - - Distributions to Others 73,490 254,906 TOTAL EXPENDITURES 73,490 254,906 NET TRANSFERS - - CHANGE IN FUND BALANCE 9,487 953,035 BEGINNING FUND BALANCE, Jan 1 9,253,302 - ENDING FUND BALANCE, Mar 31 9,262,789$ 953,035$ Monthly Financial Report City of Renton, Washington March 2024 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 March 31, 2024 Funds Balance 01/01/2024 Budgeted Revenue Revenue 03/31/24 Total Funds Available Budgeted Expenditure Expenditure 03/31/24 Ending Balance GENERAL FUND 99,226,476 136,416,850 34,411,071 133,637,547 147,189,862 29,761,562 103,875,985 SPECIAL REVENUE FUNDS:13,672,076 4,830,685 1,464,349 15,136,425 2,613,179 332,127 14,804,298 110 Hotel Motel 889,272 469,000 129,471 1,018,743 465,000 39,016 979,727 127 Cable Communication 358,300 57,674 15,683 373,983 97,674 14,391 359,592 130 Housing and Supportive Services 10,811,847 3,500,000 1,238,918 12,050,765 309,000 49,500 12,001,265 135 Springbrook Wetlands Bank 711,118 4,011 10,855 721,973 40,000 2,536 719,437 140 Police Seizure 731,928 - 7,654 739,582 731,928 159,613 579,969 141 Police CSAM Seizure 169,577 - 3,019 172,596 169,577 40,322 132,274 31X School District Impact Mitigation 34 600,000 45,942 45,976 600,000 17,739 28,237 304 Fire Mitigation - 200,000 12,807 12,807 200,000 9,010 3,797 DEBT SERVICE FUND 5,412,174 3,153,417 67,246 5,479,420 2,960,690 17,308 5,462,112 CAPITAL PROJECT FUNDS (CIP):48,717,832 56,331,332 5,751,100 54,468,932 80,563,016 5,289,813 49,179,119 303 Community Services Mitigation 681,333 86,500 55,630 736,963 450,000 - 736,963 305 Transportation Mitigation 2,220,270 511,152 351,067 2,571,337 100,000 - 2,571,337 308 REET1 1,765,153 2,300,000 632,690 2,397,843 - - 2,397,843 309 REET2 3,145,503 2,300,000 645,671 3,791,174 4,183,425 - 3,791,174 316 Municipal Facilities CIP 21,980,020 17,395,113 934,936 22,914,956 30,831,788 1,373,212 21,541,744 317 Transportation CIP 15,282,117 33,738,567 3,079,136 18,361,253 44,997,803 3,916,601 14,444,652 346 New Family First Center Dvlpmnt 3,643,436 - 51,970 3,695,406 - - 3,695,406 ENTERPRISE FUNDS:131,201,110 128,170,060 26,580,557 157,781,667 198,819,991 25,463,561 132,318,106 4X2 Airport Operating & CIP 11,276,837 6,131,870 1,513,494 12,790,331 10,129,689 1,030,636 11,759,695 403 Solid Waste Utility 3,928,543 26,151,679 6,536,480 10,465,023 27,045,563 6,103,681 4,361,342 4X4 Golf Operating & CIP 1,884,908 3,817,125 568,340 2,453,248 3,777,211 722,329 1,730,919 4X5 Water Operating & CIP 52,071,465 20,149,300 4,985,357 57,056,822 52,590,012 3,788,453 53,268,369 4X6 Waste Water Operating & CIP 26,162,847 12,484,987 3,496,136 29,658,983 29,382,722 2,361,287 27,297,696 416 King County Metro 6,589,443 21,791,462 5,232,255 11,821,698 21,791,462 5,322,752 6,498,946 4X7 Surface Water Operating & CIP 29,287,067 37,643,637 4,248,495 33,535,562 54,103,332 6,134,423 27,401,139 INTERNAL SERVICE FUNDS:83,341,653 48,848,633 11,713,246 95,054,899 61,446,986 9,954,164 85,100,735 501 Equipment Repair/Replacement 18,278,075 6,974,821 1,817,175 20,095,250 11,857,837 943,177 19,152,073 502 Insurance 24,691,220 5,160,048 1,462,798 26,154,018 7,889,192 1,392,634 24,761,384 503 Information Services 9,416,600 9,545,740 2,016,921 11,433,521 14,766,071 2,322,299 9,111,222 504 Facilities 1,046,533 7,181,239 1,790,081 2,836,614 7,229,646 1,581,997 1,254,617 505 Communications 641,437 1,664,767 421,133 1,062,570 1,822,460 315,463 747,107 512 Insurance, Healthcare 8,946,970 17,362,018 3,755,069 12,702,039 16,402,893 3,065,455 9,636,584 522 Insurance, Leoff1 Retirees HC 20,320,818 960,000 450,069 20,770,887 1,478,887 333,139 20,437,748 FIDUCIARY FUNDS:9,253,302 200,000 1,290,918 10,544,220 244,475 328,396 10,215,824 611 Firemens' Pension 9,253,302 200,000 82,977 9,336,279 244,475 73,490 9,262,789 630 Custodial Fund - - 1,207,941 1,207,941 - 254,906 953,035 TOTAL FUNDS 390,824,623 377,950,977 81,278,487 472,103,110 493,838,199 71,146,931 400,956,179