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HomeMy WebLinkAboutMONTH 2024 06Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through June 30, 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 57,348,052$ Licenses and permits 3,105,895 Grants / intergovernmental 5,235,037 Charges for services 5,601,132 Interdepartmental services 22,435 Fines and penalties 1,801,706 Miscellaneous 1,979,130 Investment Earnings 2,269,222 Insurance recoveries 2,706 TOTAL REVENUES 77,386,015 EXPENDITURES: Personnel 37,442,343 Supplies 1,178,138 Contracted Services 11,707,482 Capital Outlay 71,674 Internal Services 10,487,286 TOTAL EXPENDITURES 60,886,923 Transfers In - Transfers Out - NET TRANSFERS - CHANGE IN FUND BALANCE 16,499,092 BEGINNING FUND BALANCE, Jan 1 99,226,476 BEGINNING FUND BALANCE, Jan 1 - restat 99,226,476 ENDING FUND BALANCE, Jun 30 115,725,568$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 15,986,508 AVAILABLE FUND BALANCE, Jun 30 97,239,060$ Monthly Financial Report June 2024 Monthly Financial Report City of Renton, Washington June 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 105,103 TOTAL REVENUES 121,294 EXPENDITURES: Principal - Interest 479,745 TOTAL EXPENDITURES 479,745 Transfers In - NET TRANSFERS - CHANGE IN FUND BALANCE (358,451) BEGINNING FUND BALANCE, Jan 1 5,412,174 ENDING FUND BALANCE, Jun 30 5,053,723$ Debt Service Reserve 2,717,575 AVAILABLE FUND BALANCE 2,336,148$ Monthly Financial Report City of Renton, Washington June 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 Communication s Housing and Supportive Services Springbrook Wetlands Fire Impact Mitigation School District Impact Mitigation Police Seizure Police CSAM Seizure REVENUES: Taxes 217,755$ -$ 2,194,904$ -$ -$ -$ -$ -$ Licenses and permits - 24,041 - - - - - - Grants / intergovernmental - - - 4,132 - - - - Charges for services - - - - 20,246 50,086 - - Fines and penalties - - - - - - - 1,670 Contributions 25,000 - - - - - 393,772 - Investment Earnings 18,704 7,314 227,385 13,839 - 343 12,022 2,657 Sale of Fixed Assets - - - - - - - - TOTAL REVENUES 261,459 31,355 2,422,289 17,971 20,246 50,429 405,794 4,327 EXPENDITURES: Personnel - - - 3,076 - - - - Supplies - 2,755 - - - - 11,473 - Contracted Services 139,040 26,054 144,719 261 15,248 48,031 104,123 44 Capital Outlay - - - - - - 86,900 40,278 TOTAL EXPENDITURES 139,040 28,809 144,719 3,337 15,248 48,031 202,496 40,322 - Transfers In - - - - - - - - Transfers Out - - - - - - - - NET TRANSFERS - - - - - - - - CHANGE IN FUND BALANCE 122,419 2,546 2,277,570 14,634 4,998 2,398 203,298 (35,995) 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 - resta 889,272 358,300 10,811,847 711,118 - 34 731,928 169,577 ENDING FUND BALANCE, Jun 30 1,011,691$ 360,846$ 13,089,417$ 725,752$ 4,998$ 2,432$ 935,226$ 133,582$ CS Impact Mitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 1,549,764$ 1,549,764$ -$ 346,887$ -$ Grants / intergovernmental - - - - 1,010,908 3,882,335 - Charges for services 55,700 352,395 - - - 650 - Contributions - - - - 26,457 3,072,893 145,522 Investment Earnings 13,766 47,048 45,843 72,586 418,782 292,006 71,403 TOTAL REVENUES 69,466 399,443 1,595,607 1,622,350 1,456,147 7,594,771 216,925 EXPENDITURES: Personnel - - - - 31,559 62,273 - Contracted Services - - - - 545,516 66,345 - Capital Outlay - - - - 2,878,069 7,046,722 - TOTAL EXPENDITURES - - - - 3,455,144 7,175,340 - Transfers In - - - - - - - Transfers Out - - - - (164,955) - - NET TRANSFERS - - - - (164,955) - - CHANGE IN FUND BALANCE 69,466 399,443 1,595,607 1,622,350 (2,163,952) 419,431 216,925 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 - resta 681,333 2,220,270 1,765,153 3,145,503 21,980,020 15,282,117 3,643,436 ENDING FUND BALANCE, Jun 30 750,799$ 2,619,713$ 3,360,760$ 4,767,853$ 19,816,068$ 15,701,548$ 3,860,361$ Monthly Financial Report City of Renton, Washington June 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$ 49,854$ -$ 12,750$ Grants / intergovernmental 272,007 37,418 - 121,824 - - 1,434,439 Charges for services 2,256,903 13,221,124 1,540,623 8,264,342 6,402,881 10,906,425 6,712,454 Rents, leases, and misc fees - - 263,663 82,773 - - - Interest and other misc 226,856 103,899 43,632 1,804,602 1,119,653 127,163 753,152 TOTAL REVENUES 2,755,766 13,362,441 1,847,918 10,274,566 7,572,388 11,033,588 8,912,795 EXPENSES: Personnel 601,986 309,853 932,999 2,537,763 1,322,322 - 1,956,521 Supplies 50,412 6,939 245,750 445,475 43,598 - 44,344 Contracted Services 281,889 10,100,089 122,288 1,506,541 1,279,328 10,626,659 855,655 Internal Services 228,775 271,955 240,199 1,508,961 1,054,261 - 1,522,298 TOTAL OPERATING EXPENSES 1,163,062 10,688,836 1,541,236 5,998,740 3,699,509 10,626,659 4,378,818 AMOUNT AVAILABLE FOR DEBT 1,592,704 2,673,605 306,682 4,275,826 3,872,879 406,929 4,533,977 DEBT SERVICE: Principal - - 22,435 272,647 - - - Interest - - 673 67,036 29,746 - 36,667 TOTAL DEBT SERVICE - - 23,108 339,683 29,746 - 36,667 CAPITAL OUTLAY 704,618 - - 1,607,257 2,713,611 - 9,024,427 Transfers In 164,955 - 82,500 - - - - Transfers Out - - (82,500) - (1,347) - 596 NET TRANSFERS 164,955 - - - (1,347) - 596 CHANGE IN FUND BALANCE 1,053,041 2,673,605 283,574 2,328,886 1,128,175 406,929 (4,526,521) 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, Jun 30 12,329,878$ 6,602,148$ 2,168,482$ 54,400,351$ 27,291,022$ 6,996,372$ 24,760,546$ 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 12,065,265$ 6,202,148$ 1,415,039$ 51,259,564$ 25,601,116$ 6,616,372$ 22,733,494$ Monthly Financial Report City of Renton, Washington June 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 Communication s Healthcare Retiree Healthcare REVENUES: Technology Fee -$ -$ 89,774$ -$ -$ -$ -$ Equipment rental m&o 1,697,957 - 3,768,719 - - - - Interest and other misc 351,829 471,668 163,447 15,385 11,504 185,777 392,783 Internal service fund misc: Worker's comp/unemployment - 940,830 - - - - - Benefit premiums - - - - - 6,882,091 285,000 Other misc 380 4,502 - 56,248 - 358,872 125,658 Insurance recoveries 28,777 47,695 - - - 6,500 - TOTAL REVENUES 3,682,237 2,920,910 4,050,121 3,601,723 843,388 7,433,240 803,441 EXPENSES: Personnel 593,472 619,176 1,800,417 1,939,712 535,220 6,355,397 658,312 Supplies 746,133 - 358,910 297,581 19,252 2,210 - Contracted Services 269,731 1,425,864 1,750,928 801,210 167,801 270,050 25,696 Internal Services 67,635 - 3,348 139,700 2,406 57,029 - TOTAL OPERATING EXPENSES 1,676,971 2,045,040 3,913,603 3,178,203 724,679 6,684,686 684,008 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS 2,005,266 875,870 136,518 423,520 118,709 748,554 119,433 TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 1,512,732 - 801,685 1,065 - - - Transfers In - - 2,512 - - - - Transfers Out - - - - - - - NET TRANSFERS - - 2,512 - - - - CHANGE IN FUND BALANCE 492,534 875,870 (662,655) 422,455 118,709 748,554 119,433 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, Jun 30 18,770,609$ 25,567,090$ 8,753,945$ 1,468,988$ 760,146$ 9,695,524$ 20,440,251$ Insurance Reserves - 17,786,508 - - - 4,920,868 20,440,251 Opearting Reserves 18,770,609 - 2,326,091 - - - - AVAILABLE FUND BALANCE -$ 7,780,582$ 6,427,854$ 1,468,988$ 760,146$ 4,774,656$ -$ Monthly Financial Report City of Renton, Washington June 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 June 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 June 30, 2024 Funds Balance 01/01/2024 Budgeted Revenue Revenue 06/30/24 Total Funds Available Budgeted Expenditure Expenditure 06/30/24 Ending Balance GENERAL FUND 99,226,476 137,217,279 77,386,015 176,612,491 148,732,186 60,886,923 115,725,568 000 General 91,501,268 102,051,287 59,319,597 150,820,865 109,223,469 43,909,887 106,910,978 001 Community Services 2,802,269 19,030,213 10,008,184 12,810,453 21,829,684 8,950,156 3,860,297 003 Street 1,835,350 14,646,035 7,422,625 9,257,975 15,915,280 7,300,615 1,957,360 004 Community Dev Block Grant - - - - - - - 005 Museum 16,055 327,129 163,579 179,634 342,392 172,617 7,017 098 Economic Development Reserve 2,695,863 - 52,347 2,748,210 - - 2,748,210 108 Leased City Properties 266,454 1,034,715 417,664 684,118 1,238,497 527,651 156,467 125 Municipal Art 109,217 127,900 2,019 111,236 182,864 25,997 85,239 SPECIAL REVENUE FUNDS:13,672,076 5,122,685 3,213,870 16,885,946 2,618,783 622,002 16,263,944 110 Hotel Motel 889,272 469,000 261,459 1,150,731 470,604 139,040 1,011,691 127 Cable Communication 358,300 57,674 31,355 389,655 97,674 28,809 360,846 130 Housing and Supportive Services 10,811,847 3,500,000 2,422,289 13,234,136 309,000 144,719 13,089,417 135 Springbrook Wetlands Bank 711,118 4,011 17,971 729,089 40,000 3,337 725,752 140 Police Seizure 731,928 - 405,794 1,137,722 731,928 202,496 935,226 141 Police CSAM Seizure 169,577 - 4,327 173,904 169,577 40,322 133,582 150 Affordable Housing Development - 292,000 - - - - - 31X School District Impact Mitigation 34 600,000 50,429 50,463 600,000 48,031 2,432 304 Fire Mitigation - 200,000 20,246 20,246 200,000 15,248 4,998 DEBT SERVICE FUND 5,412,174 3,153,417 121,294 5,533,468 2,960,690 479,745 5,053,723 CAPITAL PROJECT FUNDS (CIP):48,717,832 56,640,189 12,954,709 61,672,541 80,681,741 10,795,439 50,877,102 303 Community Services Mitigation 681,333 86,500 69,466 750,799 525,000 - 750,799 305 Transportation Mitigation 2,220,270 511,152 399,443 2,619,713 100,000 - 2,619,713 308 REET1 1,765,153 2,300,000 1,595,607 3,360,760 - - 3,360,760 309 REET2 3,145,503 2,300,000 1,622,350 4,767,853 4,183,425 - 4,767,853 316 Municipal Facilities CIP 21,980,020 17,703,970 1,456,147 23,436,167 30,845,513 3,620,099 19,816,068 317 Transportation CIP 15,282,117 33,738,567 7,594,771 22,876,888 45,027,803 7,175,340 15,701,548 346 New Family First Center Dvlpmnt 3,643,436 - 216,925 3,860,361 - - 3,860,361 ENTERPRISE FUNDS:131,201,110 128,295,060 56,006,917 187,208,027 199,072,891 52,659,228 134,548,799 4X2 Airport Operating & CIP 11,276,837 6,131,870 2,920,721 14,197,558 10,132,589 1,867,680 12,329,878 403 Solid Waste Utility 3,928,543 26,151,679 13,362,441 17,290,984 27,045,563 10,688,836 6,602,148 4X4 Golf Operating & CIP 1,884,908 3,817,125 1,930,418 3,815,326 3,777,211 1,646,844 2,168,482 4X5 Water Operating & CIP 52,071,465 20,274,300 10,274,566 62,346,031 52,840,012 7,945,680 54,400,351 4X6 Waste Water Operating & CIP 26,162,847 12,484,987 7,572,388 33,735,235 29,382,722 6,444,213 27,291,022 416 King County Metro 6,589,443 21,791,462 11,033,588 17,623,031 21,791,462 10,626,659 6,996,372 4X7 Surface Water Operating & CIP 29,287,067 37,643,637 8,912,795 38,199,862 54,103,332 13,439,316 24,760,546 INTERNAL SERVICE FUNDS:83,341,653 48,923,708 23,337,572 106,679,225 61,796,490 21,222,672 85,456,553 501 Equipment Repair/Replacement 18,278,075 6,974,821 3,682,237 21,960,312 11,857,837 3,189,703 18,770,609 502 Insurance 24,691,220 5,160,048 2,920,910 27,612,130 7,939,192 2,045,040 25,567,090 503 Information Services 9,416,600 9,605,815 4,052,633 13,469,233 14,950,575 4,715,288 8,753,945 504 Facilities 1,046,533 7,196,239 3,601,723 4,648,256 7,244,646 3,179,268 1,468,988 505 Communications 641,437 1,664,767 843,388 1,484,825 1,822,460 724,679 760,146 512 Insurance, Healthcare 8,946,970 17,362,018 7,433,240 16,380,210 16,402,893 6,684,686 9,695,524 522 Insurance, Leoff1 Retirees HC 20,320,818 960,000 803,441 21,124,259 1,578,887 684,008 20,440,251 FIDUCIARY FUNDS:9,253,302 200,000 2,329,283 11,582,585 244,475 1,432,903 10,149,682 611 Firemens' Pension 9,253,302 200,000 379,640 9,632,942 244,475 137,069 9,495,873 630 Custodial Fund - - 1,949,643 1,949,643 - 1,295,834 653,809 TOTAL FUNDS 390,824,623 379,552,338 175,349,660 566,174,283 496,107,256 148,098,912 418,075,371