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HomeMy WebLinkAboutMONTH 2024 05Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through May 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 52,049,009$ Licenses and permits 2,822,624 Grants / intergovernmental 4,684,541 Charges for services 3,712,916 Interdepartmental services 18,688 Fines and penalties 1,527,853 Miscellaneous 1,342,620 Investment Earnings 1,840,628 Insurance recoveries 1,937 TOTAL REVENUES 68,021,516 EXPENDITURES: Personnel 30,830,993 Supplies 997,946 Contracted Services 9,790,521 Capital Outlay 52,016 Internal Services 5,243,643 TOTAL EXPENDITURES 46,915,119 Transfers In - Transfers Out - NET TRANSFERS - CHANGE IN FUND BALANCE 21,106,397 BEGINNING FUND BALANCE, Jan 1 99,226,476 BEGINNING FUND BALANCE, Jan 1 - restated 99,226,476 ENDING FUND BALANCE, May 31 120,332,873$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 15,986,508 AVAILABLE FUND BALANCE, May 31 101,846,365$ Monthly Financial Report May 2024 Monthly Financial Report City of Renton, Washington May 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 87,146 TOTAL REVENUES 103,337 EXPENDITURES: Principal - Interest 17,308 TOTAL EXPENDITURES 17,308 Transfers In - NET TRANSFERS - CHANGE IN FUND BALANCE 86,029 BEGINNING FUND BALANCE, Jan 1 5,412,174 ENDING FUND BALANCE, May 31 5,498,203$ Debt Service Reserve 2,717,575 AVAILABLE FUND BALANCE 2,780,628$ Monthly Financial Report City of Renton, Washington May 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 175,583$ -$ 1,843,168$ -$ -$ -$ -$ -$ Licenses and permits - 24,040 - - - - - - Grants / intergovernmental - - - 4,132 - - - - Charges for services - - - - 15,248 47,925 - - Fines and penalties - - - - - - - 1,670 Contributions 20,000 - - - - - 1,223 - Investment Earnings 15,404 6,111 185,901 11,475 - 336 10,211 2,223 Sale of Fixed Assets - - - - - - - - TOTAL REVENUES 210,987 30,151 2,029,069 15,607 15,248 48,261 11,434 3,893 EXPENDITURES: Personnel - - - 2,852 - - - - Supplies - - - - - - 11,473 - Contracted Services 89,763 19,835 144,719 261 12,807 45,870 103,173 44 Capital Outlay - - - - - - 86,900 40,278 TOTAL EXPENDITURES 89,763 19,835 144,719 3,113 12,807 45,870 201,546 40,322 - Transfers In - - - - - - - - Transfers Out - - - - - - - - NET TRANSFERS - - - - - - - - CHANGE IN FUND BALANCE 121,224 10,316 1,884,350 12,494 2,441 2,391 (190,112) (36,429) 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, May 31 1,010,496$ 368,616$ 12,696,197$ 723,612$ 2,441$ 2,425$ 541,816$ 133,148$ CS Impact Mitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 1,361,102$ 1,361,102$ -$ 7,312$ -$ Grants / intergovernmental - - - - 1,010,908 3,097,617 - Charges for services 52,423 340,910 - - - 650 - Contributions - - - - 26,456 1,088,967 145,523 Investment Earnings 11,339 38,581 35,520 57,690 350,091 247,916 58,836 TOTAL REVENUES 63,762 379,491 1,396,622 1,418,792 1,387,455 4,442,462 204,359 EXPENDITURES: Personnel - - - - 24,158 40,576 - Contracted Services - - - - 411,367 54,480 - Capital Outlay - - - - 1,811,749 6,256,024 - TOTAL EXPENDITURES - - - - 2,247,274 6,351,080 - Transfers In - - - - - - - Transfers Out - - - - (164,955) - - NET TRANSFERS - - - - (164,955) - - CHANGE IN FUND BALANCE 63,762 379,491 1,396,622 1,418,792 (1,024,774) (1,908,618) 204,359 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, May 31 745,095$ 2,599,761$ 3,161,775$ 4,564,295$ 20,955,246$ 13,373,499$ 3,847,795$ Monthly Financial Report City of Renton, Washington May 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 -$ -$ -$ 1,025$ 43,479$ -$ 10,500$ Grants / intergovernmental 272,007 37,418 - 121,824 - - 1,434,439 Charges for services 1,927,425 11,766,936 1,140,314 6,767,476 5,407,562 9,191,753 5,679,823 Rents, leases, and misc fees - - 178,132 71,672 - - - Interest and other misc 186,911 94,015 35,644 1,617,994 991,279 104,211 663,050 TOTAL REVENUES 2,386,343 11,898,369 1,354,090 8,579,991 6,442,320 9,295,964 7,787,812 EXPENSES: Personnel 493,264 255,748 752,619 2,188,432 1,103,095 - 1,545,990 Supplies 42,172 6,486 177,235 352,224 35,566 - 39,872 Contracted Services 247,809 9,177,670 93,017 1,173,122 1,024,239 8,858,690 676,312 Internal Services 114,387 135,978 120,100 754,480 527,130 - 761,149 TOTAL OPERATING EXPENSES 897,632 9,575,882 1,142,971 4,468,258 2,690,030 8,858,690 3,023,323 CAPITAL, AND TRANSFERS 1,488,711 2,322,487 211,119 4,111,733 3,752,290 437,274 4,764,489 DEBT SERVICE: Principal - - 18,688 272,647 - - - Interest - - 569 1,363 - - - TOTAL DEBT SERVICE - - 19,257 274,010 - - - CAPITAL OUTLAY 703,880 - - 1,400,786 2,139,784 - 8,705,225 Transfers In 164,955 - 41,250 - - - - Transfers Out - - (41,250) - (1,347) - 596 NET TRANSFERS 164,955 - - - (1,347) - 596 CHANGE IN FUND BALANCE 949,786 2,322,487 191,862 2,436,937 1,611,159 437,274 (3,940,140) 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, May 31 12,226,623$ 6,251,030$ 2,076,770$ 54,508,402$ 27,774,006$ 7,026,717$ 25,346,927$ 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 11,962,010$ 5,851,030$ 1,323,327$ 51,367,615$ 26,084,100$ 6,646,717$ 23,319,875$ Monthly Financial Report City of Renton, Washington May 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 -$ -$ 78,020$ -$ -$ -$ -$ Equipment rental m&o 865,320 - 1,884,360 - - - - Interest and other misc 294,624 390,874 138,830 14,227 9,836 153,497 326,011 Internal service fund misc: Worker's comp/unemployment - 775,394 - - - - - Benefit premiums - - - - - 5,726,640 187,500 Other misc 335 4,502 - 43,155 - 358,872 125,658 Insurance recoveries 27,340 46,167 - - - 6,500 - TOTAL REVENUES 1,989,266 1,945,044 2,129,391 1,822,427 425,778 6,245,509 639,169 EXPENSES: Personnel 488,525 542,110 1,496,229 1,601,450 431,267 5,269,584 524,548 Supplies 657,965 - 333,231 237,407 16,998 2,210 - Contracted Services 231,469 1,394,925 1,396,212 652,986 130,798 221,978 21,340 Internal Services 33,817 - 1,674 69,850 1,203 28,515 - TOTAL OPERATING EXPENSES 1,411,776 1,937,035 3,227,346 2,561,693 580,266 5,522,287 545,888 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS 577,490 8,009 (1,097,955) (739,266) (154,488) 723,222 93,281 TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 1,491,490 - 790,499 1,065 - - - Transfers In - - 2,512 - - - - Transfers Out - - - - - - - NET TRANSFERS - - 2,512 - - - - CHANGE IN FUND BALANCE (914,000) 8,009 (1,885,942) (740,331) (154,488) 723,222 93,281 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, May 31 17,364,075$ 24,699,229$ 7,530,658$ 306,202$ 486,949$ 9,670,192$ 20,414,099$ Insurance Reserves - 17,786,508 - - - 4,920,868 20,414,099 Opearting Reserves 17,364,075 - 2,326,091 - - - - AVAILABLE FUND BALANCE -$ 6,912,721$ 5,204,567$ 306,202$ 486,949$ 4,749,324$ -$ Monthly Financial Report City of Renton, Washington May 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 208,793$ -$ Investment Earnings 141,274 - Collected for Others - 1,766,091 TOTAL REVENUES 350,067 1,766,091 EXPENDITURES: Contracted Services 7,400 - Distributions to Others 110,978 652,891 TOTAL EXPENDITURES 118,378 652,891 NET TRANSFERS - - CHANGE IN FUND BALANCE 231,689 1,113,200 BEGINNING FUND BALANCE, Jan 1 9,253,302 - ENDING FUND BALANCE, May 31 9,484,991$ 1,113,200$ Monthly Financial Report City of Renton, Washington May 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 May 31, 2024 Funds Balance 01/01/2024 Budgeted Revenue Revenue 05/31/24 Total Funds Available Budgeted Expenditure Expenditure 05/31/24 Ending Balance GENERAL FUND 99,226,476 136,416,850 68,021,516 167,247,992 147,189,862 46,915,119 120,332,873 SPECIAL REVENUE FUNDS:13,672,076 4,830,685 2,364,650 16,036,726 2,613,179 557,975 15,478,751 110 Hotel Motel 889,272 469,000 210,987 1,100,259 465,000 89,763 1,010,496 127 Cable Communication 358,300 57,674 30,151 388,451 97,674 19,835 368,616 130 Housing and Supportive Services 10,811,847 3,500,000 2,029,069 12,840,916 309,000 144,719 12,696,197 135 Springbrook Wetlands Bank 711,118 4,011 15,607 726,725 40,000 3,113 723,612 140 Police Seizure 731,928 - 11,434 743,362 731,928 201,546 541,816 141 Police CSAM Seizure 169,577 - 3,893 173,470 169,577 40,322 133,148 31X School District Impact Mitigation 34 600,000 48,261 48,295 600,000 45,870 2,425 304 Fire Mitigation - 200,000 15,248 15,248 200,000 12,807 2,441 DEBT SERVICE FUND 5,412,174 3,153,417 103,337 5,515,511 2,960,690 17,308 5,498,203 CAPITAL PROJECT FUNDS (CIP):48,717,832 56,331,332 9,292,943 58,010,775 80,563,016 8,763,309 49,247,466 303 Community Services Mitigation 681,333 86,500 63,762 745,095 450,000 - 745,095 305 Transportation Mitigation 2,220,270 511,152 379,491 2,599,761 100,000 - 2,599,761 308 REET1 1,765,153 2,300,000 1,396,622 3,161,775 - - 3,161,775 309 REET2 3,145,503 2,300,000 1,418,792 4,564,295 4,183,425 - 4,564,295 316 Municipal Facilities CIP 21,980,020 17,395,113 1,387,455 23,367,475 30,831,788 2,412,229 20,955,246 317 Transportation CIP 15,282,117 33,738,567 4,442,462 19,724,579 44,997,803 6,351,080 13,373,499 346 New Family First Center Dvlpmnt 3,643,436 - 204,359 3,847,795 - - 3,847,795 ENTERPRISE FUNDS:131,201,110 128,170,060 47,951,094 179,152,204 198,819,991 43,941,729 135,210,475 4X2 Airport Operating & CIP 11,276,837 6,131,870 2,551,298 13,828,135 10,129,689 1,601,512 12,226,623 403 Solid Waste Utility 3,928,543 26,151,679 11,898,369 15,826,912 27,045,563 9,575,882 6,251,030 4X4 Golf Operating & CIP 1,884,908 3,817,125 1,395,340 3,280,248 3,777,211 1,203,478 2,076,770 4X5 Water Operating & CIP 52,071,465 20,149,300 8,579,991 60,651,456 52,590,012 6,143,054 54,508,402 4X6 Waste Water Operating & CIP 26,162,847 12,484,987 6,442,320 32,605,167 29,382,722 4,831,161 27,774,006 416 King County Metro 6,589,443 21,791,462 9,295,964 15,885,407 21,791,462 8,858,690 7,026,717 4X7 Surface Water Operating & CIP 29,287,067 37,643,637 7,787,812 37,074,879 54,103,332 11,727,952 25,346,927 INTERNAL SERVICE FUNDS:83,341,653 48,848,633 15,199,096 98,540,749 61,446,986 18,069,345 80,471,404 501 Equipment Repair/Replacement 18,278,075 6,974,821 1,989,266 20,267,341 11,857,837 2,903,266 17,364,075 502 Insurance 24,691,220 5,160,048 1,945,044 26,636,264 7,889,192 1,937,035 24,699,229 503 Information Services 9,416,600 9,545,740 2,131,903 11,548,503 14,766,071 4,017,845 7,530,658 504 Facilities 1,046,533 7,181,239 1,822,427 2,868,960 7,229,646 2,562,758 306,202 505 Communications 641,437 1,664,767 425,778 1,067,215 1,822,460 580,266 486,949 512 Insurance, Healthcare 8,946,970 17,362,018 6,245,509 15,192,479 16,402,893 5,522,287 9,670,192 522 Insurance, Leoff1 Retirees HC 20,320,818 960,000 639,169 20,959,987 1,478,887 545,888 20,414,099 FIDUCIARY FUNDS:9,253,302 200,000 2,116,158 11,369,460 244,475 771,269 10,598,191 611 Firemens' Pension 9,253,302 200,000 350,067 9,603,369 244,475 118,378 9,484,991 630 Custodial Fund - - 1,766,091 1,766,091 - 652,891 1,113,200 TOTAL FUNDS 390,824,623 377,950,977 145,048,794 535,873,417 493,838,199 119,036,054 416,837,363