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HomeMy WebLinkAboutMONTH 2024 07Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through July 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 69,122,414$ Licenses and permits 3,559,248 Grants / intergovernmental 5,909,394 Charges for services 6,601,846 Interdepartmental services 26,185 Fines and penalties 2,244,586 Miscellaneous 2,316,234 Investment Earnings 2,692,229 Insurance recoveries 2,706 TOTAL REVENUES 92,496,102 EXPENDITURES: Personnel 43,924,957 Supplies 1,384,034 Contracted Services 14,120,543 Capital Outlay 90,088 Internal Services 10,487,286 TOTAL EXPENDITURES 70,006,908 Transfers In 45,468 Transfers Out - NET TRANSFERS 45,468 CHANGE IN FUND BALANCE 22,534,662 BEGINNING FUND BALANCE, Jan 1 99,226,476 BEGINNING FUND BALANCE, Jan 1 - restated 99,226,476 ENDING FUND BALANCE, Jul 31 121,761,138$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 15,986,508 AVAILABLE FUND BALANCE, Jul 31 103,274,630$ Monthly Financial Report July 2024 Monthly Financial Report City of Renton, Washington July 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 32,358$ Investment Earnings 121,994 TOTAL REVENUES 154,352 EXPENDITURES: Principal 215,000 Interest 497,053 TOTAL EXPENDITURES 712,053 Transfers In - NET TRANSFERS - CHANGE IN FUND BALANCE (557,701) BEGINNING FUND BALANCE, Jan 1 5,412,174 ENDING FUND BALANCE, Jul 31 4,854,473$ Debt Service Reserve 2,717,575 AVAILABLE FUND BALANCE 2,136,898$ Monthly Financial Report City of Renton, Washington July 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 Affordable Housing Springbrook Wetlands Fire Impact Mitigation School District Impact Mitigation Police Seizure Police CSAM Seizure REVENUES: Taxes 270,125$ -$ 2,562,909$ -$ -$ -$ -$ -$ -$ Licenses and permits - 35,496 - - - - - - - Grants / intergovernmental - - - - 4,132 - - - - Charges for services - - - - - 21,920 56,569 - - Fines and penalties - - - - - - - - 1,670 Contributions 25,000 - - - - - - 393,772 - Fee in Lieu - - - - - - - - - Investment Earnings 22,087 8,529 271,172 - 16,266 - 351 15,155 3,104 Sale of Fixed Assets - - - - - - - - - TOTAL REVENUES 317,212 44,025 2,834,081 - 20,398 21,920 56,920 408,927 4,774 EXPENDITURES: Personnel - - - - 3,214 - - - - Supplies - 2,768 - - - - - 12,207 - Contracted Services 160,712 28,841 190,438 - 4,516 20,246 54,785 144,217 44 Capital Outlay - - - - - - - 86,900 40,278 TOTAL EXPENDITURES 160,712 31,609 190,438 - 7,730 20,246 54,785 243,324 40,322 - Transfers In - - - - - - - - - Transfers Out - - - - - - - - - NET TRANSFERS - - - - - - - - - CHANGE IN FUND BALANCE 156,500 12,416 2,643,643 - 12,668 1,674 2,135 165,603 (35,548) 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, Jul 31 1,045,772$ 370,716$ 13,455,490$ -$ 723,786$ 1,674$ 2,169$ 897,531$ 134,029$ CS ImpactMitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 1,729,704$ 1,729,704$ -$ 708,212$ -$ Grants / intergovernmental - - - - 1,222,818 5,817,244 - Charges for services 65,529 386,853 - - - 650 - Contributions - - - - 26,457 3,072,893 145,522 Investment Earnings 16,270 55,783 57,079 88,519 485,567 344,819 84,310 TOTAL REVENUES 81,799 442,636 1,786,783 1,818,223 1,734,842 9,943,818 229,832 EXPENDITURES: Personnel - - - - 45,848 71,790 - Contracted Services - - - - 593,411 102,636 - Capital Outlay - - - - 3,357,346 10,751,358 - TOTAL EXPENDITURES - - - - 3,996,605 10,925,784 - Transfers In - - - - - - - Transfers Out - - - - (210,422) - - NET TRANSFERS - - - - (210,422) - - CHANGE IN FUND BALANCE 81,799 442,636 1,786,783 1,818,223 (2,472,185) (981,966) 229,832 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, Jul 31 763,132$ 2,662,906$ 3,551,936$ 4,963,726$ 19,507,835$ 14,300,151$ 3,873,268$ Monthly Financial Report City of Renton, Washington July 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$ 55,104$ -$ 13,875$ Grants / intergovernmental 272,007 37,418 - 121,824 - - 1,434,439 Charges for services 2,681,561 16,181,655 1,963,425 10,108,870 7,539,573 12,900,027 8,000,224 Rents, leases, and misc fees - - 352,950 103,169 - - - Interest and other misc 268,111 122,766 52,373 1,999,721 1,220,784 150,557 842,096 TOTAL REVENUES 3,221,679 16,341,839 2,368,748 12,334,609 8,815,461 13,050,584 10,290,634 EXPENSES: Personnel 714,736 365,887 1,113,755 2,948,855 1,542,636 - 2,293,365 Supplies 56,090 7,672 270,832 549,082 48,929 - 51,501 Contracted Services 393,586 14,997,130 143,225 1,870,270 1,489,134 12,402,920 964,097 Internal Services 228,775 271,955 240,199 1,508,961 1,054,261 - 1,522,298 TOTAL OPERATING EXPENSES 1,393,187 15,642,644 1,768,011 6,877,168 4,134,960 12,402,920 4,831,261 CAPITAL, AND TRANSFERS 1,828,492 699,195 600,737 5,457,441 4,680,501 647,664 5,459,373 DEBT SERVICE: Principal - - 26,185 272,647 - - - Interest - - 775 67,036 29,746 - 36,667 TOTAL DEBT SERVICE - - 26,960 339,683 29,746 - 36,667 CAPITAL OUTLAY 1,038,581 - (876) 2,199,168 2,914,888 - 9,099,068 Transfers In 164,955 - 82,500 - - - - Transfers Out - - (82,500) - (1,347) - 596 NET TRANSFERS 164,955 - - - (1,347) - 596 CHANGE IN FUND BALANCE 954,866 699,195 574,653 2,918,590 1,734,520 647,664 (3,675,766) 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, Jul 31 12,231,703$ 4,627,738$ 2,459,561$ 54,990,055$ 27,897,367$ 7,237,107$ 25,611,301$ 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 11,967,090$ 4,227,738$ 1,706,118$ 51,849,268$ 26,207,461$ 6,857,107$ 23,584,249$ Monthly Financial Report City of Renton, Washington July 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 -$ -$ 110,940$ -$ -$ -$ -$ Equipment rental m&o 1,716,561 - 3,768,719 - - - - Interest and other misc 414,670 557,163 192,732 20,550 14,057 218,860 461,232 Internal service fund misc: Worker's comp/unemployment - 1,119,029 - - - - - Benefit premiums - - - - - 8,034,720 285,000 Other misc 380 4,502 - 76,379 - 358,872 125,658 Insurance recoveries 28,777 52,613 - - - 6,500 - TOTAL REVENUES 3,839,874 3,189,522 4,100,572 3,627,019 845,941 8,618,952 871,890 EXPENSES: Personnel 695,158 716,866 2,101,253 2,282,276 637,521 7,298,223 767,176 Supplies 914,497 - 376,487 340,048 23,579 2,740 - Contracted Services 344,385 3,069,348 1,979,582 924,140 221,120 314,785 29,776 Internal Services 67,635 - 3,348 139,700 2,406 57,029 - TOTAL OPERATING EXPENSES 2,021,675 3,786,214 4,460,670 3,686,164 884,626 7,672,777 796,952 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS 1,818,199 (596,692) (360,098) (59,145) (38,685) 946,175 74,938 TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 1,804,722 - 809,615 1,065 - - - Transfers In - - 2,512 - - - - Transfers Out - - - - - - - NET TRANSFERS - - 2,512 - - - - CHANGE IN FUND BALANCE 13,477 (596,692) (1,167,201) (60,210) (38,685) 946,175 74,938 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, Jul 31 18,291,552$ 24,094,528$ 8,249,399$ 986,323$ 602,752$ 9,893,145$ 20,395,756$ Insurance Reserves - 17,786,508 - - - 4,920,868 20,395,756 Opearting Reserves 18,291,552 - 2,326,091 - - - - AVAILABLE FUND BALANCE -$ 6,308,020$ 5,923,308$ 986,323$ 602,752$ 4,972,277$ -$ Monthly Financial Report City of Renton, Washington July 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 201,161 - Collected for Others - 2,221,323 TOTAL REVENUES 409,954 2,221,323 EXPENDITURES: Contracted Services 7,400 - Distributions to Others 151,744 1,594,744 TOTAL EXPENDITURES 159,144 1,594,744 NET TRANSFERS - - CHANGE IN FUND BALANCE 250,810 626,579 BEGINNING FUND BALANCE, Jan 1 9,253,302 - ENDING FUND BALANCE, Jul 31 9,504,112$ 626,579$ Monthly Financial Report City of Renton, Washington July 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 July 31, 2024 Funds Balance 01/01/2024 Budgeted Revenue Revenue 07/31/24 Total Funds Available Budgeted Expenditure Expenditure 07/31/24 Ending Balance GENERAL FUND 99,226,476 137,217,279 92,541,570 191,768,046 148,732,186 70,006,908 121,761,138 SPECIAL REVENUE FUNDS:13,672,076 5,122,685 3,708,257 17,380,333 2,618,783 749,166 16,631,167 110 Hotel Motel 889,272 469,000 317,212 1,206,484 470,604 160,712 1,045,772 127 Cable Communication 358,300 57,674 44,025 402,325 97,674 31,609 370,716 130 Housing and Supportive Services 10,811,847 3,500,000 2,834,081 13,645,928 309,000 190,438 13,455,490 135 Springbrook Wetlands Bank 711,118 4,011 20,398 731,516 40,000 7,730 723,786 140 Police Seizure 731,928 - 408,927 1,140,855 731,928 243,324 897,531 141 Police CSAM Seizure 169,577 - 4,774 174,351 169,577 40,322 134,029 150 Affordable Housing Development - 292,000 - - - - - 31X School District Impact Mitigation 34 600,000 56,920 56,954 600,000 54,785 2,169 304 Fire Mitigation - 200,000 21,920 21,920 200,000 20,246 1,674 DEBT SERVICE FUND 5,412,174 3,153,417 154,352 5,566,526 2,960,690 712,053 4,854,473 CAPITAL PROJECT FUNDS (CIP):48,717,832 56,640,189 16,037,933 64,755,765 80,681,741 15,132,811 49,622,954 303 Community Services Mitigation 681,333 86,500 81,799 763,132 525,000 - 763,132 305 Transportation Mitigation 2,220,270 511,152 442,636 2,662,906 100,000 - 2,662,906 308 REET1 1,765,153 2,300,000 1,786,783 3,551,936 - - 3,551,936 309 REET2 3,145,503 2,300,000 1,818,223 4,963,726 4,183,425 - 4,963,726 316 Municipal Facilities CIP 21,980,020 17,703,970 1,734,842 23,714,862 30,845,513 4,207,027 19,507,835 317 Transportation CIP 15,282,117 33,738,567 9,943,818 25,225,935 45,027,803 10,925,784 14,300,151 346 New Family First Center Dvlpmnt 3,643,436 - 229,832 3,873,268 - - 3,873,268 ENTERPRISE FUNDS:131,201,110 128,295,060 66,671,009 197,872,119 199,072,891 62,817,287 135,054,832 4X2 Airport Operating & CIP 11,276,837 6,131,870 3,386,634 14,663,471 10,132,589 2,431,768 12,231,703 403 Solid Waste Utility 3,928,543 26,151,679 16,341,839 20,270,382 27,045,563 15,642,644 4,627,738 4X4 Golf Operating & CIP 1,884,908 3,817,125 2,451,248 4,336,156 3,777,211 1,876,595 2,459,561 4X5 Water Operating & CIP 52,071,465 20,274,300 12,334,609 64,406,074 52,840,012 9,416,019 54,990,055 4X6 Waste Water Operating & CIP 26,162,847 12,484,987 8,815,461 34,978,308 29,382,722 7,080,941 27,897,367 416 King County Metro 6,589,443 21,791,462 13,050,584 19,640,027 21,791,462 12,402,920 7,237,107 4X7 Surface Water Operating & CIP 29,287,067 37,643,637 10,290,634 39,577,701 54,103,332 13,966,400 25,611,301 INTERNAL SERVICE FUNDS:83,341,653 48,923,708 25,096,282 108,437,935 61,796,490 25,924,480 82,513,455 501 Equipment Repair/Replacement 18,278,075 6,974,821 3,839,874 22,117,949 11,857,837 3,826,397 18,291,552 502 Insurance 24,691,220 5,160,048 3,189,522 27,880,742 7,939,192 3,786,214 24,094,528 503 Information Services 9,416,600 9,605,815 4,103,084 13,519,684 14,950,575 5,270,285 8,249,399 504 Facilities 1,046,533 7,196,239 3,627,019 4,673,552 7,244,646 3,687,229 986,323 505 Communications 641,437 1,664,767 845,941 1,487,378 1,822,460 884,626 602,752 512 Insurance, Healthcare 8,946,970 17,362,018 8,618,952 17,565,922 16,402,893 7,672,777 9,893,145 522 Insurance, Leoff1 Retirees HC 20,320,818 960,000 871,890 21,192,708 1,578,887 796,952 20,395,756 FIDUCIARY FUNDS:9,253,302 200,000 2,631,277 11,884,579 244,475 1,753,888 10,130,691 611 Firemens' Pension 9,253,302 200,000 409,954 9,663,256 244,475 159,144 9,504,112 630 Custodial Fund - - 2,221,323 2,221,323 - 1,594,744 626,579 TOTAL FUNDS 390,824,623 379,552,338 206,840,680 597,665,303 496,107,256 177,096,595 420,568,710