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HomeMy WebLinkAboutMONTH 2024 08Page 1 of 7 OVERVIEW This monthly financial report reflects the City’s revenue and expenditures/expenses for the fiscal year through August 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 76,081,687$ Licenses and permits 4,593,495 Grants / intergovernmental 6,150,052 Charges for services 7,522,284 Interdepartmental services 30,001 Fines and penalties 2,503,572 Miscellaneous 2,552,712 Investment Earnings 3,146,541 Insurance recoveries 7,921 TOTAL REVENUES 102,609,525 EXPENDITURES: Personnel 50,550,421 Supplies 1,549,323 Contracted Services 15,747,149 Capital Outlay 90,088 Internal Services 10,487,286 TOTAL EXPENDITURES 78,424,267 Transfers In 317,893 Transfers Out (272,425) NET TRANSFERS 45,468 CHANGE IN FUND BALANCE 24,230,726 BEGINNING FUND BALANCE, Jan 1 99,226,476 BEGINNING FUND BALANCE, Jan 1 - restated 99,226,476 ENDING FUND BALANCE, Aug 31 123,457,202$ ECONOMIC DEVELOPMENT RESERVE 2,500,000 OPERATING RESERVES 15,986,508 AVAILABLE FUND BALANCE, Aug 31 104,970,694$ Monthly Financial Report August 2024 Monthly Financial Report City of Renton, Washington August 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 138,489 TOTAL REVENUES 170,847 EXPENDITURES: Principal 215,000 Interest 497,053 TOTAL EXPENDITURES 712,053 Transfers In - NET TRANSFERS - CHANGE IN FUND BALANCE (541,206) BEGINNING FUND BALANCE, Jan 1 5,412,174 ENDING FUND BALANCE, Aug 31 4,870,968$ Debt Service Reserve 2,717,575 AVAILABLE FUND BALANCE 2,153,393$ Monthly Financial Report City of Renton, Washington August 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 333,788$ -$ 2,966,648$ -$ -$ -$ -$ -$ -$ Licenses and permits - 35,496 - - - - - - - Grants / intergovernmental - - - - 4,132 - - - - Charges for services - - - - - 65,620 58,730 - - Fines and penalties - - - - - - - - 1,670 Contributions 25,000 - - - - - - 393,772 - Fee in Lieu - - - - - - - - - Investment Earnings 25,642 9,791 316,933 - 18,726 - 382 18,212 3,559 Sale of Fixed Assets - - - - - - - - - TOTAL REVENUES 384,430 45,287 3,283,581 - 22,858 65,620 59,112 411,984 5,229 EXPENDITURES:Personnel - - - - 3,417 - - - - Supplies - 172 - - - - - 12,207 268 Contracted Services 193,379 30,591 190,438 - 6,009 21,920 54,785 251,584 44 Capital Outlay - - - - - - - 86,900 40,278 TOTAL EXPENDITURES 193,379 30,763 190,438 - 9,426 21,920 54,785 350,691 40,590 - Transfers In - - - - - - - - - Transfers Out - - - - - - - - - NET TRANSFERS - - - - - - - - - CHANGE IN FUND BALANCE 191,051 14,524 3,093,143 - 13,432 43,700 4,327 61,293 (35,361) 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, Aug 31 1,080,323$ 372,824$ 13,904,990$ -$ 724,550$ 43,700$ 4,361$ 793,221$ 134,216$ CS Impact Mitigation Transportation Impact Mitigation REET 1 REET 2 Municipal Facilities CIP Capital Investment Family First Center REVENUES: Taxes -$ -$ 2,234,541$ 2,234,541$ -$ 1,102,203$ -$ Grants / intergovernmental - - - - 1,222,819 5,976,090 - Charges for services 68,805 925,345 - - - 650 - Contributions - - - - 26,456 3,072,893 145,523 Investment Earnings 18,858 64,812 69,152 105,383 552,437 393,610 97,475 TOTAL REVENUES 87,663 990,157 2,303,693 2,339,924 1,801,712 10,545,446 242,998 EXPENDITURES: Personnel - - - - 60,354 81,526 - Contracted Services - - - - 653,854 119,708 - Capital Outlay - - - - 3,703,730 11,975,461 - TOTAL EXPENDITURES - - - - 4,417,938 12,176,695 - Transfers In - - - - - - - Transfers Out - - - - (210,422) - - NET TRANSFERS - - - - (210,422) - - CHANGE IN FUND BALANCE 87,663 990,157 2,303,693 2,339,924 (2,826,648) (1,631,249) 242,998 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, Aug 31 768,996$ 3,210,427$ 4,068,846$ 5,485,427$ 19,153,372$ 13,650,868$ 3,886,434$ Monthly Financial Report City of Renton, Washington August 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$ 62,229$ -$ 15,000$ Grants / intergovernmental 272,007 37,418 - 121,824 - - 1,485,913 Charges for services 3,066,815 18,537,045 2,375,047 12,374,035 8,640,709 14,794,862 9,083,919 Rents, leases, and misc fees - - 430,810 104,976 - - - Interest and other misc 309,726 158,812 63,478 2,294,616 1,399,023 175,161 932,325 TOTAL REVENUES 3,648,548 18,733,275 2,869,335 14,896,476 10,101,961 14,970,023 11,517,157 EXPENSES: Personnel 823,511 422,769 1,300,255 3,358,420 1,779,522 - 2,674,914 Supplies 60,316 8,661 299,461 640,774 61,117 - 59,249 Contracted Services 476,189 16,486,314 168,147 2,257,653 1,720,156 14,179,180 1,101,571 Internal Services 228,775 271,955 240,199 1,508,961 1,054,261 - 1,522,298 TOTAL OPERATING EXPENSES 1,588,791 17,189,699 2,008,062 7,765,808 4,615,056 14,179,180 5,358,032 CAPITAL, AND TRANSFERS 2,059,757 1,543,576 861,273 7,130,668 5,486,905 790,843 6,159,125 DEBT SERVICE: Principal - - 29,938 272,647 - - - Interest - - 873 67,036 29,746 - 36,667 TOTAL DEBT SERVICE - - 30,811 339,683 29,746 - 36,667 CAPITAL OUTLAY 1,140,595 - 55,620 2,562,414 3,143,332 - 11,867,248 Transfers In 164,955 - 82,500 - - - - Transfers Out - - (82,500) - (1,347) - 596 NET TRANSFERS 164,955 - - - (1,347) - 596 CHANGE IN FUND BALANCE 1,084,117 1,543,576 774,842 4,228,571 2,312,480 790,843 (5,744,194) 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, Aug 31 12,360,954$ 5,472,119$ 2,659,750$ 56,300,036$ 28,475,327$ 7,380,286$ 23,542,873$ 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 12,096,341$ 5,072,119$ 1,906,307$ 53,159,249$ 26,785,421$ 7,000,286$ 21,515,821$ Monthly Financial Report City of Renton, Washington August 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 -$ -$ 148,061$ -$ -$ -$ -$ Grants / intergovernmental - - 28,181 - - - - Charges for services: Equipment rental m&o 1,729,071 - 3,768,719 - - - - Print and mail - - - - 260,688 - - Communications - - - - 571,196 - - Facilities - - - 3,530,090 - - - Interest and other misc 477,060 639,090 220,788 24,066 16,126 253,497 530,649 Internal service fund misc: Vehicle / equipment capital recovery 1,603,294 - - - - - - Insurance premiums - 1,456,215 - - - - - Worker's comp/unemployment - 1,302,360 - - - - - Benefit premiums - - - - - 9,209,540 285,000 Other misc 479 4,502 - 98,811 - 520,312 169,742 Disposal of capital assets 222,228 - - - - - - Insurance recoveries 28,777 84,275 - - - 9,227 - TOTAL REVENUES 4,060,909 3,486,442 4,165,749 3,652,967 848,010 9,992,576 985,391 EXPENSES: Personnel 797,604 826,227 2,400,420 2,621,740 739,698 8,542,215 896,732 Supplies 1,055,724 - 390,875 385,766 24,959 2,939 - Contracted Services 379,213 3,247,980 2,144,740 1,067,935 249,755 372,082 33,883 Internal Services 67,635 - 3,348 139,700 2,406 57,029 - TOTAL OPERATING EXPENSES 2,300,176 4,074,207 4,939,383 4,215,141 1,016,818 8,974,265 930,615 AMOUNT AVAILABLE FOR DEBT SERVICE, CAPITAL, AND TRANSFERS 1,760,733 (587,765) (773,634) (562,174) (168,808) 1,018,311 54,776 TOTAL DEBT SERVICE - - - - - - - CAPITAL OUTLAY 1,829,135 - 885,835 1,065 - - - Transfers In - - 2,512 - - - - Transfers Out - - - - - - - NET TRANSFERS - - 2,512 - - - - CHANGE IN FUND BALANCE (68,402) (587,765) (1,656,957) (563,239) (168,808) 1,018,311 54,776 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, Aug 31 18,209,673$ 24,103,455$ 7,759,643$ 483,294$ 472,629$ 9,965,281$ 20,375,594$ Insurance Reserves - 17,786,508 - - - 4,920,868 20,375,594 Opearting Reserves 18,209,673 - 2,326,091 - - - - AVAILABLE FUND BALANCE -$ 6,316,947$ 5,433,552$ 483,294$ 472,629$ 5,044,413$ -$ Monthly Financial Report City of Renton, Washington August 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 232,006 - Collected for Others - 2,384,586 TOTAL REVENUES 440,799 2,384,586 EXPENDITURES: Contracted Services 7,400 - Distributions to Others 173,819 1,768,143 TOTAL EXPENDITURES 181,219 1,768,143 NET TRANSFERS - - CHANGE IN FUND BALANCE 259,580 616,443 BEGINNING FUND BALANCE, Jan 1 9,253,302 - ENDING FUND BALANCE, Aug 31 9,512,882$ 616,443$ Monthly Financial Report City of Renton, Washington August 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 August 31, 2024 Funds Balance 01/01/2024 Budgeted Revenue Revenue 08/31/24 Total Funds Available Budgeted Expenditure Expenditure 08/31/24 Ending Balance GENERAL FUND 99,226,476 137,217,279 102,927,418 202,153,894 148,732,186 78,696,692 123,457,202 SPECIAL REVENUE FUNDS:13,672,076 5,122,685 4,278,101 17,950,177 2,618,783 891,992 17,058,185 110 Hotel Motel 889,272 469,000 384,430 1,273,702 470,604 193,379 1,080,323 127 Cable Communication 358,300 57,674 45,287 403,587 97,674 30,763 372,824 130 Housing and Supportive Services 10,811,847 3,500,000 3,283,581 14,095,428 309,000 190,438 13,904,990 135 Springbrook Wetlands Bank 711,118 4,011 22,858 733,976 40,000 9,426 724,550 140 Police Seizure 731,928 - 411,984 1,143,912 731,928 350,691 793,221 141 Police CSAM Seizure 169,577 - 5,229 174,806 169,577 40,590 134,216 150 Affordable Housing Development - 292,000 - - - - - 31X School District Impact Mitigation 34 600,000 59,112 59,146 600,000 54,785 4,361 304 Fire Mitigation - 200,000 65,620 65,620 200,000 21,920 43,700 DEBT SERVICE FUND 5,412,174 3,153,417 170,847 5,583,021 2,960,690 712,053 4,870,968 CAPITAL PROJECT FUNDS (CIP):48,717,832 56,640,189 18,311,593 67,029,425 80,681,741 16,805,055 50,224,370 303 Community Services Mitigation 681,333 86,500 87,663 768,996 525,000 - 768,996 305 Transportation Mitigation 2,220,270 511,152 990,157 3,210,427 100,000 - 3,210,427 308 REET1 1,765,153 2,300,000 2,303,693 4,068,846 - - 4,068,846 309 REET2 3,145,503 2,300,000 2,339,924 5,485,427 4,183,425 - 5,485,427 316 Municipal Facilities CIP 21,980,020 17,703,970 1,801,712 23,781,732 30,845,513 4,628,360 19,153,372 317 Transportation CIP 15,282,117 33,738,567 10,545,446 25,827,563 45,027,803 12,176,695 13,650,868 346 New Family First Center Dvlpmnt 3,643,436 - 242,998 3,886,434 - - 3,886,434 ENTERPRISE FUNDS:131,201,110 128,295,060 76,984,230 208,185,340 199,072,891 71,993,995 136,191,345 4X2 Airport Operating & CIP 11,276,837 6,131,870 3,813,503 15,090,340 10,132,589 2,729,386 12,360,954 403 Solid Waste Utility 3,928,543 26,151,679 18,733,275 22,661,818 27,045,563 17,189,699 5,472,119 4X4 Golf Operating & CIP 1,884,908 3,817,125 2,951,835 4,836,743 3,777,211 2,176,993 2,659,750 4X5 Water Operating & CIP 52,071,465 20,274,300 14,896,476 66,967,941 52,840,012 10,667,905 56,300,036 4X6 Waste Water Operating & CIP 26,162,847 12,484,987 10,101,961 36,264,808 29,382,722 7,789,481 28,475,327 416 King County Metro 6,589,443 21,791,462 14,970,023 21,559,466 21,791,462 14,179,180 7,380,286 4X7 Surface Water Operating & CIP 29,287,067 37,643,637 11,517,157 40,804,224 54,103,332 17,261,351 23,542,873 INTERNAL SERVICE FUNDS:83,341,653 48,923,708 27,194,556 110,536,209 61,796,490 29,166,640 81,369,569 501 Equipment Repair/Replacement 18,278,075 6,974,821 4,060,909 22,338,984 11,857,837 4,129,311 18,209,673 502 Insurance 24,691,220 5,160,048 3,486,442 28,177,662 7,939,192 4,074,207 24,103,455 503 Information Services 9,416,600 9,605,815 4,168,261 13,584,861 14,950,575 5,825,218 7,759,643 504 Facilities 1,046,533 7,196,239 3,652,967 4,699,500 7,244,646 4,216,206 483,294 505 Communications 641,437 1,664,767 848,010 1,489,447 1,822,460 1,016,818 472,629 512 Insurance, Healthcare 8,946,970 17,362,018 9,992,576 18,939,546 16,402,893 8,974,265 9,965,281 522 Insurance, Leoff1 Retirees HC 20,320,818 960,000 985,391 21,306,209 1,578,887 930,615 20,375,594 FIDUCIARY FUNDS:9,253,302 200,000 2,825,385 12,078,687 244,475 1,949,362 10,129,325 611 Firemens' Pension 9,253,302 200,000 440,799 9,694,101 244,475 181,219 9,512,882 630 Custodial Fund - - 2,384,586 2,384,586 - 1,768,143 616,443 TOTAL FUNDS 390,824,623 379,552,338 232,692,130 623,516,753 496,107,256 200,215,791 423,300,964