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HomeMy WebLinkAbout4.07 FinRept Dec2001CITY CLERK File #330-50 AGENDA STATEMENT CITY COUNCIL MEETING DATE: January 15, 2002 SUBJECT: Financial Reports For the Month of December 2001 Report Prepared by: Carole Perry, Administrative Services Director and Fred Marsh, Finance Manager ATTACHMENTS: RECOMMENDATION: 1. YTD Revenues and Budget Comparison 2. YTD Expenses and Budget Comparison 3. Financial Statements for the Month of December 2001 [/2~Receive the reports. FINANCIAL STATEMENT: See reports for detail of monthly financial activity. DESCRIPTION: This item provides the report of the financial statements for the month of December. Consistent with prior reports the focus will be on General Fund Revenues and Expenditures, which represent the most significant portion of the City's operations. Staff will provide an in depth mid year analysis of Revenues and Expenditures at the February 19, 2002 Council Meeting. The report will identify any necessary mid-year adjustments and current revenue and expenditure trends. Analysis of December 2001 Revenue and Expenditure Report The December report represents the reporting of revenues and expenditures for the first six months of the Fiscal Year. The first installment of property tax revenues was received in December. In the expenditure category, the December report does not include expenses for the first quarter of Police Services, which were paid in January 2002, or for the second quarter of both Police and Fire Services. Those expenses are scheduled for payment in February. A more detailed analysis of General Fund Revenue and Expenditures is shown on the attached reports and discussed below. General Fund Revenues Total General Fund Revenues collected through December are comparable to what occurred in the sixth month of the previous Fiscal Year. The City had collected through December 2001 approximately 42% of the total budgeted General Fund Revenues, which was the same percentage as in the prior Fiscal Year. Property Tax Revenue is lower than in the same period of the prior year due to timing differences in deductions of property tax receipts for monies due to the Alameda County Surplus Property Authority under its revenue sharing agreement with the City. Transient Occupancy Tax is lower than in the same period of the prior year due to a decline in occupancy rates in the City's hotels. mmmmmmmmmmmmmmmmmm mmmm, COPIES TO: G:kMonthly Financials\122001 agenda statement monthly financials.doc ITEM NO. Franchise Taxes are higher than in the same period of the prior year due to timing differences in.the receipt of Cable TV Franchise Taxes. Licenses and Permits are lower than in the same period of the prior • year due to a decline in the valuation of building permits issued on new residential and commercial projects. Interest and Rentals are higher than the same period of the prior year due to timing differences, however the City has actually experienced a significant decline in interest rates when compared to the prior year. Initially, all interest revenue is recorded in the General Fund and allocated to other funds on a semi annual basis. Charges for Services are higher than in the same period of the prior year due to the receipt of one time monies from AT&T for cable equipment, and additional monies received for plan check fees for work performed by staff and consultants on new development occurring within the City. Fines and Forfeitures are higher than in the prior year due to an increase in the number of traffic citations issued over the prior year. Other Revenue is higher than in the same period of the prior year due to reimbursements received from DSRSD for costs incurred on the Dublin Boulevard Widening project from Dougherty Road to Scarlett Drive. General Fund Expenditures Overall, through the month of December expenditures in the General Fund totaled $9.7 million and represented approximately 27% of the total budgeted expenditures in the General Fund. Of this amount, a total of $2.2 million was related to Capital Improvement Projects and the remainder was related to Operating. Costs reported in the General Fund. Capital Project expenditures typically do not follow an even distribution due to differences in project timing. In looking only at General Fund Operating Expenditures, the activity through December 2001 was comparable to the amounts expended for the same period in the prior Fiscal Year. As of December 31, 2001, the City had expended 28% of the General Fund Operating Budget compared to 32% in the prior Fiscal Year. As previously noted there are some timing differences with payment for contract services, which complicate comparisons between Fiscal Years. Police is lower than in the same period of the prior year due to timing differences in payments for contract police services. Other Public Safety is higher than in the same period in the prior year due to timing differences in payments for contract Animal Control services and for the semi annual lease payments on the Animal Shelter building. Health and Welfare is lower than in the same period of the prior year as the review of the City's housing element is expected to be completed later in the current Fiscal Year. Community Development is lower than in the same period of the prior year due to delays in filling staffing vacancies in the Planning Division. The amount spent on Capital Projects is higher than in the same period of the prior year due to expenditures incurred in the initial stages of construction of the City's new library. All expenditures to date are within the authorized budget. It is recommended that the City Council receive these reports as authorized by Section 41004 of the California Government Code. ^a City of Dublin 2001-2002 YTD Revenues and Budget Comparison For the Period Ending December 31, 2001 142oo/~ Total General Fund Revenues 42 Property Taxes · -~42% Sales Taxes 43o/, ...... ] ....... ,o · FY 2001/2002 44% FY 2000/2001 Real Property Transfer Tax Transient Occupancy Taxes -- Franchise Taxes 030% Licenses and Permits 68% Interest and Rentals Intergovernmental from State 48°,o Charges for Services - 51% Fines and Forfeitures ~l 32% Other Revenues 4% 0% 30% 60% 90% 120% 150% 50% of Year Complete Property Taxes Sales Taxes Real Property Transfer Tax Transient Occupancy Taxes Franchise Taxes Licenses and Permits Interest and Rentals Intergovernmental Charges for Services Fines and Forfeitures Other Revenues Total General Fund Revenues Date Pdnted: 1/8/02 9:29 AM FY 2001102 FY 2001/02 % of FY 2000/01 % of Total for Budget YTD Actual Budget YTD Actual FY 2000/01 8,258,1 O0 3,587,733 43% 3,755,596 52% 13,200,000 5,483,008 42% 5,550,874 43% 450,000 196,151 44% 272,025 47% 1,035,000 347,686 34% 426,072 42% 1,254,830 372,623 30% 242,705 18% 2,957,140 855,969 29% 2,071,409 68% 1,787,578 849,084 47% 737,410 28% 1,948,150 935,776 48% 969,426 48% 3,893,691 1,984,788 51% 1,406,439 38% 102,000 55,981 55% 44,839 42% 1,163,072 373,250 32% 120,794 4% 36,049,561 15,042,049 42% 15,597,589 42% ATTACHMENT 1 City of Dublin 2001-2002 YTD Expenses and Budget Comparison For the Period Ending December 31, 2001 Total General Fund ~ 127% ~ 3 o ~ 0% Expenses General Government 4O% Police ......... ~: ~'~ o ~ 1 27% Fire ~27% · FY 2001/02 Transportation ~ ::t8%t8% ~ FY 2000/01 Health and Welfare 8% ~37% Culture & Community ~ ~ :~8% ~~ 42% Services Community ~~42% ' Development Capital Improv. ~ 1 25% Projects 0% 20% 40% 60% 80% 100% 50% of Year Complete General Government Police Fire Other Public Safety Transportation Health and Welfare Culture and Community Services Community Development Capital Improvement Projects Total General Fund Expenses General Fund Operating Expenses FY 2001102 FY 2001/02 % of FY 2000101 % of Total for Budget YTD Actual Budget YTD Actual FY 2000101 3,917,768 1,555,123 40% 1,149,376 37% 6,801,424 486,945 7% 1,230,202 21% 4,672,577 1,252,731 27% 1,156,168 27% 292,463 69,150 24% 32,353 14% 1,127,147 430,028 38% 361,209 38% 64,495 11,686 18% 4,942 37% 4,344,094 1,663,223 38% 1,388,903 42% 5,660,185 2,007,639 35% 1,903,406 42% 9,047,408 2,257,491 25% 276,834 10% 35,927,561 9,734,016 27% 7,503,393 30% 26,880,153 7,476,525 28% 7,226,559 32% ATTACHMENT 2 CITY OF DUBLIN'S FINANCIAL STATEMENTS FOR THE MONTH OF DECEMBER 2001 Prepared by The Finance Department January 8, 2002 ATTACHMENT 3 ASSETS CASH CASH WITH FISCAL AGENT AMOUNT HELD IN ESCROW CITY OF DUBUIN BALANCE SHEET FOR THE PERIOD ENDING 131Dec2001 GENERAL SPECIAL SPECIAL CAPITAL REVENUE REVENUE ASSESSMENT IMPROVEMEN~ FUNDS FUNDS FUNDS FUND (47,698,648) 2,208,405 491,847 TRUST/ AGENCY FUND 40,834,198 109,3001 130,675 167,304 TOTALS ---MEMORANDUM ONLY--- CURRENT PRIOR (4,041,382) (24,052,805) 167.304 166,814 109,300 109,300 INVESTMENTS AT COST RECEIVABLES: TAXES ACCOUNTS (NE INTEREST ASSESSMENTS 89,233,108 157,651 312.860 DUE FROM OTHERS INVENTORY AT COST PREPAID ITEMS FIXED ASSETS AMOUNT TO BE PROVIDED TOTAL ASSETS 12,041 42,017,012 2.208,405 491.847 40.943.498 LIAL/FND BAL/RETND ERNGS 1,652,500 1,950,479 89,223.108 76,149,328 157,651 3,517,725 312,860 744,407 12.041 1,652,500 87,603,382 550,856 5,175 1,652,500 58,843,299 DEPOSITS FOR PRIVATE DEVEL -(797,425) DEPOSITS FOR AB1600 FEES (7,859) DEPOSITS OTHERS (461,328) PAYABLES: ACCOUNTS (138,290) INTEREST PAYROLL (339,540) DUE TO OTHERS (28,280) DEFERRED REVENUE (146,433) DEBT INSTRUMENTS PAYABLE TOTAL LIABILITIES (1,919,154) FUND BALANCES (40,097,857) TOTAL FUND E (40,097,857) (110.267) (42,308,834) (12,089) (110,267) (42,320,923) (2.098,138) (491.847) 1,377,425 (2.098,138) (491,847) 1,377,425 (797,425) (512.334) (42,316,692) (11,556,340) (461,328) (414.923) (219,317) (5,223.868) (339,540) (547,869) (28,280) (603,122) (146,433) (147,203) (1,770,000) (1.770,000) (1,770,000) (1,770,000) (46,079.015) (20,875,659) (180.479) (41.524,367) (37,967,640) (180,479) (41,524,367) (37,967,640) TOTAL LIAB. FND BAL. RETD (42,017,012) (2,208,405) (491,847) (40,943,498) (1,950,479) (87,603,382) (58,843,299) CITY OF DUBLIN BALANCE SHEET _ • FOR THE PERIOD ENDING 31Dec2001 INTERNAL ENTERPRISE FIXED ASSETS GENERAL LONG T O T A L S SERVICE FUNDS GROUP OF TERM DEBT ---MEMORANDUM--- FUNDS ACCOUNTS ACCOUNT GROUP CURRENT PRIOR ASSETS CASH 5.587.511 2.784.948 2.694,870 CASH WITH FISCAL AGENT AMOUNT HELD IN ESCROW INVESTMENTS AT COST RECEIVABLES: TAXES ACCOUNTS (NE 6.495 INTEREST ASSESSMENTS DUE FROM OTHERS : INVENTORY AT COST PREPAID ITEMS FIXED ASSETS 22.149,264 15.987,209 38,136.473 38,136,473 AMOUNT TO BE PROVIDED 41,557.588 41,557.588 41,688.500 TOTAL ASSETS 27.736..776 15.987,209 41,557,588 82.479.008 82,526.337 LIAL/FND BAL/RETND ERNGS DEPOSITS FOR PRIVATE DEVEL DEPOSITS FOR AB1600 FEES • DEPOSITS OTHERS PAYABLES: ACCOUNTS (1) (1) (4.446) INTEREST PAYROLL DUE TO OTHERS DEFERRED REVENUE DEBT INSTRUMENTS PAYABLE (41,557,588) (41.557.588) (41.688.500) TOTAL LIABILITIES (1) (41.557.588) (41,557,588) (41.692.946) FUND BALANCES (27.736.775) (15,987.209) (40,921,420) (40.833,391) TOTAL FUND E (27.736.775) (15.987.209) (40.921,420) (40,833.391) TOTAL LIAB. FND BAL. RETD (27,736.776) (15,987,209) (41.557,588) (82,479,008) (82,526.337) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2001 THROUGH 12/31/2001 GENERAL REVENUE FUND CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE *******REVENUES******* PROPERTY TAXES SALES TAX REAL PROPERTY TRANSFER TAX HOTEL TP, ANSIENT OCCUPANCY TAX FRANCHISE TAXES LICENSES & PERMITS FINES & FORFEITURES USE/MONEY & PROP-INTEREST USE/MONEY & PROP-RENTALS INTERGOVERNMENTAL FROM STATE INTERGOVERNMENTAL FROM COUNTY CHARGES FOR SERVICES OTHER SOURCES OF REVENUE TOTAL REVENUE *******EXPENDITURES******* GENERAL GOVERNMENT ACTIVITIES: · CITY COUNCIL CITY MANAGER CENTRAL SERVICES CITY A1-FORNEY ADMIN SERVICES BUILDING MANAGEMENT INSURANCE COST CENTER ELECTIONS COST CENTER NON-DEPARTMENTAL ACTIVITY TOTAL PUBLIC SAFETY POLICE CROSSING GUARDS ANIMAL CONTROL DISASTER PREPAREDNESS FIRE SERVICES ACTIVITY TOTAL T~NSPORTATION PUBLIC WORKS STREET MAINTENANCE STREET SWEEPING STREET TREE MAINTENANCE STREET LANDSCAPING MAINTENAN ACTIVITY TOTAL HEALTH & WELFARE 8,258,100.00 3,587,732.94 4,670,367.06 7,174,289.56 13,200,000.00 5,483,007.80 7,716.992.20 12,985,986.39 450,000.00 t96,151.29 253,848.71 575,281.78 1,035,000.00 347,685.68 687,314.32 1,010,799.01 1,254.830.00 372,623.42 882,206.58 1,313,086.74 2,957,140.00 855,968.83 2,t01,171.17 3,028,655.28 102,000.00 55,980.73 46,019.27 106,233.99 1,688,988.00 812,243.24 876,744.76 2,512,223.69 98,590.00 36,841.10 61,748.90 114,614.48 1,948,150.00 935,776.29 1,012,273.71 2,006,116.43 3,755,595.96 5,550,874.38 272 024.80 426 071.85 242 705.00 2,071 409.35 44 838.93 696 775.17 40 624.79 969 425.68 3,4t8,693.60 7.435,112.0t 303,256.98 584,727.16 1,070,381.74 957,245.92 61,395.06 1,815,448.52 73,979.69 1,036,690.75 3,893,691.00 1,984.787.67 1.908,902.33 3,719,568.13 1,406,429.25 2,313,128.88 1,162,072.00 373,250.11 789,821.89 2,715,619.50 120,794.11 2,594,825.39 36,049,561.00 15,042,049.10 21,007,511.90 37,262,474.98 15,597,589.27 21,664,885.71 266 439.00 684 838.00 298 657.00 469 339.00 958 814.00 681 962.00 389 315.00 22,532.00 145,872.00 3,917,768.00 91 200.13 219 688.57 131 389.08 315 579.93 419 895.57 232 894.45 134 042.84 432.19 10,000.00 1,555,122.76 486,945.37 16.415.49 32,068.87 20,665.39 1,252,730.68 1,808,825.80 247,133.78 617.55 42,888.38 17,864.40 121,523.81 420,027.92 175,238.87 465,149.43 167,267.92 153,759.07 538,918.43 449,067.55 255,272.16 22;099.81 135.872.00 2,362,645.24 6,314,478.63 47,079.51 148,688.13 27,545.61 3,419,846.32 9,957,638.20 326,891.22 5,788.45 96,311.62 37.764.60 230,363.19 697,119.08 157,649.46 451,460.84 254,490.40 566,876.47 755,484.16 561,347.95 273,267.70 12,013.21 53,136.03 3,085,726.22 5,842,597.93 49,327.13 136,903.24 41,743.47 4,331,237.29 10,401,809.06 504,545.32 79.88 105,015.72 52,929.17 297,191.50 959,761.59 6,801,424.00 63,495.00 180~757.00 48,211.00 4,672,577.00 11,766,464.00 76,635.14 200,613.42 116,291.90 134.809.32 314,341.18 194,016.07 110,281.23 2,387.26 t.149.375.52 1,230,202.02 12,847.31 19.505.50 1,156,167.58 2,418,722.41 215,728.69 38,265.16 14,576.99 92,637.69 361,208.53 574,025.00 6,406.00 139,200.00 55,629.00 351,887.00 1,127,147.00 81.0t4.32 250,847.42 138,198.50 432,067.15 441,142.98 367,33t.88 162,986.47 9,625.95 53,136.03 1,936,350.70 4,612,395.91 36,479.82 136,903.24 22,237.97 3,175,069.71 7,983,086.65 288,816.63 79.88 66,750.56 38.352.18 204,553.81 598,553.06 THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2001 THROUGH 12/31/2001 GENERAL REVENUE FUND CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE WASTE MANAGEMENT CHILD CARE HOUSING PROGRAMS ACTIVITY TOTAL CULTURE & LEISURE SERVICES LIBRARY SERVICES CULTURAL ACTIVITIES HERITAGE CENTER DUBLIN CEMETERY PARK MAINTENANCE COMMUNITY TV RECREATION ADMIN PLAYGROUNDS SHANNON CENTER PRESCHOOL TEENS PROGRAM ADULT SPORTS YOUTH SPORTS COMMUNITY GYM SPECIAL EVENTS SENIOR CENTER RECREATION INSTRUCTION AQUATICS PARKS/FACILITIES MANAGEMENT ACTIVITY TOTAL COMMUNITY DEVELOPMENT PLANNING BUILDING SAFETY ENGINEERING ECONOMIC DEVELOPMENT ACTIVITY TOTAL CAPITAL IMPROVEMENT PROJECTS GENERAL CIP PROJECTS COMMUNITY IMPROVEMENTS PARKS STREET CONSTRC/IMPROVEMENTS ACTIVITY TOTAL TOTAL EXPENDITURES EXCESS REVENUE (EXPENDITURES) TRANSFERS IN FROM OTHER FUNDS TRANSFERS OUT FROM OTHER FUNDS REVENUES OVER(UNDER) EXPENDITURES 8,395.00 46.38 8,348.62 1,483.29 1,469.88 13.41 15,000.00 3,640.00 11,360.00 12,000.00 3,472.00 8,528.00 41,100.00 8,000.00. 33,100.00 64,495.00 11,686.38 52,808.62 13,483.29 4,941.88 8,541.41 400,725.00 149,328.00 84,170.00 39,687.00 1,141,323.00 81,482.00 398,810.00 236 890.00 265856.00 58 975.00 108 839.00 80 704.00 93 023.00 37990.00 320 247.00 167 065.00 130 122.00 368 051.00 180 807.00 4,344,094.00 100,181.25 300,543.75 362,922.00 85,593.71 63,734.29 48,979.05 25,121.25 59,048.75 64,337.03 10,658.96 29,028.04 35,168.63 399,025.65 742,297.35 863.488.51 56,957.00 24,525.00 65,376.81 151,803.87 247.006.13 299.517.33 94,389.51 142,500.49 179,746.06 99,000.20 166,855.80 223,53~.64 25,554.32 33,420.67 54,261.57 47,603.66 61,235.34 95,263.42 34,539.67 46,164.32 74,298.29 29,737.02 63,285.98 76,437.85 7,659.12 30,330.88 37,226.81 156,045.11' 164,201.89 200,963.28 60.402.87 106,662.13 t37,807.83 64,704.64 65,417.36 116,758.13 163,478.17 204,572.83 300,625.35 50,766.52 130,040.48 95,707.64 1,663,222.51 2,680,871.49 3,332,420.23 90,730.50 31 060.63 26 t34.05 13 304.76 305 986.59 56 905.43 131 980.76 84 778.54 92 786.09 25608.28 44712.03 31,433.06 22,439.50 7,729.44 99.852.69 64,809.52 54,272.05 148,679.04 43,690.30 1,388,903.26 272,191.50 17,918.42 28,202.98 21.863.87 557,501.92 8,471.28 167,526.57 94,967.52 129,748.55 28,653.29 50,551.39 42,865.23 42,998.35 29,487.37 101,110.59 72,998.31 62,486.08 151,946.31 52,017.34 1,943,516.97 1,764,970.00 637,109.64 1,127,860.36 1,330,195.42 568,667.95 761,527.47 1,622,000.00 543,676.31 1,078,323.69 1,224,934.18 483,706.32 851,227.86 1,999,416.00 680,720.45 1,318,695.55 1,606,493.94 685,261.00 921,232.94 273,799.00 146,132.64 127,666.36 254,453.24 165,771.21 88,682.03 5,660,185.00 2,007,639.04 3,652,545.96 4,526,076.78 1,903,406.48 2,622,670.30 6,079,929.00 1,923,098.26 4,156,830.74 1,435,693.51 153,674.25 1,282.019.26 1,198,376.00 42,669.26 1,155,706.74 180,763.51 29,272.63 151,490.88 665,863.00 81,484.72 584,378.28 462,208.60 67,990.32 394,218.28 1,103,240.00 210,238.94 893,001.06 603,894.29 25,897.06 577,997.23 9,047,408.00 2,257,491.18 6,789,916.82 2,682,559.91 276;834.26 2,405,725.65 25,001,837.08 12,260,637.90 17,201.67 (2,400.000.00) 9,877,839.57 35~927,561.00 122,000.00 122,000.00 7,503.392.34 8,094,196.93 8,094,196.93 9,724,015.59 26,193,545.41 5.308,033.51 (5,186,033.51) 5,308,033.51 (5,186,032.51) 17,498,444.74 4,166,440.97 17,201.67 (2,400,000.00) 1,783,642.64 THE CITY OF DUBLIN STATEMENT SHOWING 7 0-i 11/43 REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2001 THROUGH 12/31/2001 GENERAL REVENUE FUND • CURRENT CURRENT . PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE WASTE MANAGEMENT 8.395.00 46.38 8,348.62 1,483.29 1.469.88 13.41 CHILD CARE 15.000.00 3.640.00 11.360.00 12,000.00 3,472.00 8,528.00 HOUSING PROGRAMS 41,100.00 8.000.00 33,100.00 ACTIVITY TOTAL 64,495.00 11.686.38 52,808.62 13,483.29 4,941.88 8,541.41 CULTURE & LEISURE SERVICES LIBRARY SERVICES 400,725.00 100,181.25 300,543.75 362,922.00 90,730.50 272,191.50 CULTURAL ACTIVITIES 149,328.00 85,593.71 63,734.29 48,979.05 31,060.63 17,918.42 HERITAGE CENTER 84,170.00 25,121.25 59,048.75 64,337.03 26,134.05 38.202.98 DUBLIN CEMETERY 39.687.00 10.658.96 29,028.04 35,168.63 13,304.76 21,863.87 PARK MAINTENANCE 1,141.323.00 399,025.65 742.297.35 863,488.51 305,986.59 557,501.92 COMMUNITY TV 81,482.00 56,957.00 24,525.00 65,376.81 56,905.43 8,471.38 RECREATION ADMIN 398,810.00 151.803.87 247,006.13 299,517.33 131,980.76 167,536.57 PLAYGROUNDS 236,890.00 94.389.51 142,500.49 179,746.06 84,778.54 94.967.52 SHANNON CENTER 265,856.00 99,000.20 166,855.80 223.534.64 93,786.09 129,748.55 PRESCHOOL 58.975.00 25.554.33 33.420.67 54,261.57 25,608.28 28,653.29 TEENS PROGRAM 108,839.00 47,603.66 61,235.34 95,263.42 44,712.03 50,551.39 ADULT SPORTS 80.704.00 34,539.67 46.164.33 74,298.29 31,433.06 42,865.23 YOUTH SPORTS 93,023.00 - 29,737.02- 63,285.98- 76,437.85- .. 33,439.50 42.998:35 (UNITY GYM 37,990.00 7,659.12 30.330:88 37,226.81 7,739.44 29,487.37 IAL EVENTS 320,247.00 156,045.11- 164,201.89 200,963.28 99,852.69 101.110.59 SENIOR CENTER 167,065.00 60.402.87 106,662.13 137,807.83 64,809.52 72,998.31 RECREATION INSTRUCTION 130,122.00 64,704.64 65,417.36 116,758.13 54,272.05 62,486.08 AQUATICS 368.051.00 163.478.17 204,572.83 300,625.35 148,679.04 151,946.31 PARKS/FACILITIES MANAGEMENT 180,807.00 50.766.52 130.040.48 95,707.64 43.690.30 52.017.34 ACTIVITY TOTAL 4,344.094.00 1.663.222.51 2,680,871.49 3.332,420.23 1,388.903.26 1,943.516.97 COMMUNITY DEVELOPMENT PLANNING 1,764,970.00 637,109.64 1,127,860.36 1,330.195.42 568,667.95 761.527.47 BUILDING SAFETY 1.622,000.00 543.676.31 1,078,323.69 1.334,934.18 483.706.32 851,227.86 ENGINEERING 1,999,416.00 680,720.45 1,318,695.55 1.606.493.94 685,261.00 921.232.94 ECONOMIC DEVELOPMENT 273,799.00 146.132.64 127,666.36 254,453.24 165,771.21 88.682.03 ACTIVITY TOTAL 5.660,185.00 2.007.639.04 3.652.545.96 4.526,076.78 1,903,406.48 2,622.670.30 CAPITAL IMPROVEMENT PROJECTS GENERAL CIP PROJECTS 6,079,929.00 1.923,098.26 4,156,830.74 1.435,693.51 153,674.25 1,282.019.26 COMMUNITY IMPROVEMENTS 1,198,376.00 42,669.26 1,155.706.74 180,763.51 29,272.63 151,490.88 PARKS 665,863.00 81,484.72 584,378.28 462,208.60 67,990.32 394.218.28 STREET CONSTRC/IMPROVEMENTS 1,103.240.00 210.238.94 893,001.06 603,894.29 25,897.06 577.997.23 ACTIVITY TOTAL 9.047,408.00 2,257.491.18 6,789.916.82 2,682.559.91 276:834.26 2.405.725.65 TOTAL EXPENDITURES 35.927.561.00 9.734.015.59 26.193.545.41 25,001.837.08 7,503,392.34 17,498,444.74 EXCESS REVENUE (EXPENDITURES) 122,000.00 5,308,033.51 (5.186,033.51) 12.260,637.90 8,094,196.93 4.166,440.97 TRANSFERS IN FROM OTHER FUNDS 17,201.67 17,201.67 TRANSFERS OUT FROM OTHER FUNDS (2.400,000.00) (2,400,000.00) REVENUES OVER(UNDER) EXPENDITURES 122,000.00 5.308,033.51 (5,186,033.51) 9.877,839.57 8,094,196.93 1,783,642.64 • THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2001 THROUGH 12/31/2001 SPECIAL REVENUE FUND CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE' ********************** PROPERTY TAXES . SALES TAX/OTHER TAXES FINES & FORFEITURES USES/MONEY & PROPERTY INTERGOVERNMENTAL FROM STATE INTERGOVERNMENTAL FROM COUNTY INTERGOVERNMENTAL FROM FEDERAL CHARGES FOR SERVICES OTHER SOURCES,OF REVENUE TOTAL REVENUE *******EXPENDITURES******* PUBLIC SAFETY: POLICE TRAFFIC SIGNALS & STREET LTG FIRE SERVICES ACTIVITY TOTAL TRANSPORTATION: STREET MAINTENANCE STREET SWEEPING ACTIVITY TOTAL HEALTH & WELFARE: WASTE MANAGEMENT SENIOR SUPPORT CARE HOUSING PROGRAMS ACTIVITY TOTAL COMMUNITY DEVELOPMENT: ENGINEERING ACTIVITY TOTAL CAPITAL IMPROVEMENT PROJECTS: GENERAL CIP PROJECTS COMMUNITY PROJECTS PARKS STREET CONSTRUCTION/IMPROVEMENT ACTIVITY TOTAL T 0 T A L EXPENDITURES EXCESS <REVENUE>EXPENDITURE TRANSFER IN FROM OTHER FUNDS TRANSFERS OUT TO OTHER FUNDS EXCESS <REVENUE> EXPENDITURE 90 175.00 230 500.00 145 155.00 110 312.00 3,303 769.00 234 000.00 1,122 338.00 876 760.00 5,000.00 6,118,009.00 45,429.96 44,745.04 81,587.21 85,617.60 144,882.40 218,443.36 44.939.99 100,215.01 136,129.03 110,312.00 186,396.07 444,981.34 2,858,787.66 1,401,011.82 83,107.00 150,893.00 235,575.00 24,398.80 1,097,939.20 486,386.87 430,184.18 446,575.82 766,872.19 15,525.13 (10,525.13) 17,930.25 1,174,184.00 4,943,825.00 3,530,331.80 302,730.00 96,551.36 206,178.64 175,041.00 36,000.38 139,040.62 177,100.00 55,413.89 121,686.11 654,871.00 187,965.63 466.905.37 175,084.00 45,697.28 129,386.72 175,084.00 45,697.28 129,386.72 1,049,577.00 4.136.78 1,045,440.22 7,500.00 1,875.00 5,625.00 10,000.00 2,496.40 7,503.60 1,067,077.00 8,508.18 1,058,568.82 6,000.00 1,311.00 4,689.00 6,000.00 1,311.00 4.689.00 80,373.00 19,958.55 60,414.45 411,119.00 411.119.00 4,744,341.00 1,554,994.54 3,189,346.46 5,235,833.00 1,574,953.09 3,660,879.91 7,138,865.00 1,818,435.18 5,320,429.82 t,020,856.00 644,251.18 376,604.82 1,020,856.00 644,251.18 376,604.82 163,769.22 87.789.56 188,299.58 439,858.27 348,60t.71 348,601.71 1,108,496.91 7,500.00 9,918.66 1,125.915.57 4,999.00 4,999.00 86,648.98 760,517.95 847,166.93 2,766,541.58 (763,790.22) 15.061.59 (748,728.63) 40 620.93 110 034.85 42 439.58 87 213.13 713 791.55 78 810.00 15 230.00 381 326.58 1,469.466.62 57,396.01 28,872.59 975.00 87,243.60 88,511.40 88,511.40 651,102.35 651,102.35 9,125.60 326,089.23 335,214.83 1,162.072.18 (307,394.44) (307,394.44) 40 966.28 108 408.51 93 689.45 99 182.94 687 220.27 156 765~00 471 156.87 385 545.61 17 920.25 2,060 865.18 106.373.22 58,916.97 187,324.58 352,614.77 260,090.31 260,090.31 457,294.56 7,500.00 9,918.66 474,813.22 4.999.00 4,999.00 77,523.38 434.428.72 511,952.10 1,604,469.40 (456,395.78) 15,061.59 (441,334.19) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2001 THROUGH 12/31/2001 SPECIAL ASSESSMENT CURRENT CURRENT BUDGET ACTUAL VARIANCE FUND PRIOR FISCAL YEAR PRIOR Y.T.D. VARIANCE ********************** SPECIAL BENEFITS ASSESSMENTS USES/MONEY & PROP-INTEREST OTHER SOURCES OF REVENUE TOTAL REVENUE *******EXPENDITURES******* PUBLIC SAFETY: TRAFFIC SIGNALS & STREET LIG ACTIVITY TOTAL TRANSPORTATION PUBLIC WORKS STREET TREE MAINTENANCE STREET LANDSCAPE MAINTENANCE ACTIVITY TOTAL COMMUNITY DEVELOPMENT ENGINEERING ACTIVITY TOTAL CAPITAL IMPROVEMENT PROJECTS: COMMUNITY IMPROVEMENTS STREET CONSTRUCTION/IMPRVMNT ACTIVITY TOTAL T 0 T A L EXPENDITURES EXCESS <REVENUE>EXPENDITURE EXCESS <REVENUE>EXPENDITURE 429,448.00 217,332.02 212,115.98 384,648.76 184,391.30 200,257.46 20,187.00 20,187.00 26,456.80 10,955.25 15,501.45 6,000.00 1.970.50 4,029,50 2,300.37 2,300.37 455,635.00 219,202.:52 236,332.48 413,405.93 197,647.02 215,758.91 230,625.00 66,785.58 163,849.42 119,085.13 38,626.00 80,459.13 230,635.00 66,785.58 163,849.42 119,085.13 38,626.00 80,459.13 4,807.00 1,548.11 3,258.89 2,753.02 1,243.95 1,509.07 15,065.00 2,907.94 12,157.06 4,175.26 2,332.27 1,842.99 280,667.00 96,543.39 184,123.61 130,649.00 59,708.27 70,940.73 300,539.00 100,999.44 199,539.56 137,577.28 63.284.49 74,292.79 7,115.00 10,220.76 (3,105.76) 11,050.38 4,300.08 6,750.30 7,115.00 10,220.76 (3,105.76) 11,050.38 4,300.08 6,750.30 2,519..14 2,519.14 1,555.93 1,555.93 963.21 963.21 538,289.00 178,005.78 360,283.22 270,231.93 107,766.50 162,465.43 82,654.00 (41,296.74) 123,950.74 (143,174.00) (89,880.52) (53,293.48) 82,654.00 (41,296.74) 123,950.74 (143,174.00) (89,880.52 (53,293.48) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2001 THROUGH 12/31/2001 CAPITAL IMPROVEMENT CURRENT CURRENT BUDGET ACTUAL VARIANCE FUND PRIOR FISCAL YEAR PRIOR Y.T.D. VARIANCE ********************* USES/MONEY & PROP-INTEREST OTHER SOURCES OF REVENUE TOTAL REVENUE: 1,640,682.00 37.719,269.00 39,359.951.00 1,640,682.00 37,719,269.00 39,359.951.00 8,882,376.17 8,882,376.17 789,214.44 789,214.44 (789,214:44) 8,882,376.17 8,093.161.73 *******EXPENDITURES******* GENERAL GOVERNMENT ACTIVITIES: ACTIVITY TOTAL PUBLIC SAFETY: TRANSPORTATION: HEALTH & WELFARE: HOUSING PROGR4MS CULTURE & LEISURE SERVICES: RECREATION ADMINISTRATION ACTIVITY TOTAL COMMUNITY DEVELOPMENT PLANNING ACTIVITY TOTAL CAPITAL IMPROVEMENT PROJECTS GENERAL CIP PROJECTS COMMUNITY IMPROVEMENTS PARKS STREET CONSTRUCTION/IMPROVEMENT ACTIVITY TOTAL TOT A L EXPENDITURES EXCESS <REVENUE>EXPENDITURE TRANSFER IN FROM OTHER FUNDS TRANSFERS OUT TO OTHER FUNDS EXCESS <REVENUE>EXPENDITURE 1,854,726.00 12,867,967.00 1,422,224.00 15,659,638.00 29,949,829.00 31,804,555.00 (7,555,396.00) 7,555,396.00) 13,151.14 1,841,574.86 8,049.60 (8,049.60) 30,854.96 16,456.63 14,398.33 8,049.60 (8,049.60) 30,854.96 16,456.63 14,398.33 306,517.35 12,561,449.65 936,862.45 302,765.42 634,097.02 1,422,224.00 18,854.85 1,323.21 17,531.64 1,470.248.47 14.189.389.53 7,890,520.72 5,212,565.59 2.677.955.13 1,776,765.82 28,173,063.18 8,846,238.02 5,516,654.23 3,329,583.79 1,797,966.56 30,006,588.44 8,877,092.98 5,533,110.86 3,343,982.12 1,797,966.56 (9,353,362.56) (5,283.19) 4,743,896.42 (4,749,179.61) 1,140.08 1,140.08 1,797,966.56 (9.353,362.56) (4,143.11) 4,743.896.42 (4.748,039.53) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2001 THROUGH 12/31/2001 TRUST/AGENCY FUND CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ********REVENUES******** SPECIAL ASSESSMENTS USES/MONEY & PROP-INTEREST TOTAL REVENUE 118,632.21 (118,632.21) 237,172.56 118,586.28 118,586.28 490.25 (490.25) 16,539.29 5,939.51 10,599.78 119,122.46 (119,122.46) 253,711.85 t24,525.79 129,186.06 *******EXPENDITURES******* GENEP~AL GOVERNMENT ACTIVITIES: NON-DEPARTMENTAL ACTIVITY TOTAL PUBLIC SAFETY: TRANSPORTATION: HEALTH &WELFARE: CULTURE & LEISURE SERVICES: COMMUNITY DEVELOPMENT: CAPITAL IMPROVEMENT PROJECTS T 0 T A L EXPENDITURES EXCESS <REVENUE>EXPENDITURE 232,578.00 167,544.06 65,033.94 234,093.57 164.624.28 69,469.29 232,578.00 167,544.06 65,033.94 234,093.57 164,624.28 69,469.29 232,578.00 167,544.06 65,033.94 234,093.57 164,624.28 69,469.29 232,578.00 48,421.60 184,156.40 (19,618.28) 40,098.49 (59,716.77) EXCESS <REVENUE>EXPENDITURE 232,578.00 48,421.60 184,156.40 (19.618.28) 40,098.49 (59,716.77) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2001 THROUGH 12/31/2001 INTERNAL SERVICE FUND CURRENT CURRENT PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR PRIOR Y.T.D. VARIANCE *********************** USES/MONEY & PROP-INTEREST CHARGES FOR SERVICES OTHER SOURCES OF REVENUE TOTAL REVENUE 298,835.00 298,835.00 205,273.76 96,664.80 108,608.96 1,171,448.00 467,978.50 703,469.50 944,535.35 471,951.38 472,583.97 17,000.00 14,678.10 2,321.90 6,495.00 6,495.00 1,487,283.00 482,656.60 1,004,626.40 1,156.304.11 568,616.18 587,687.93 *******EXPENDITURES******* GENERAL GOVERNMENT ACTIVITIES NON-DEPARTMENTAL ACTIVITY TOTAL PUBLIC SAFETY: FIRE ACTIVITY TOTAL TRANSPORTATION: HEALTH & WELFARE: CULTURE & LEISURE SERVICES COMMUNITY DEVELOPMENT: CAPITAL IMPROVEMENT PROJECTS: 1.140,046.00 1,140,046.00 45,828.00 45,828.00 189,750.00 249,469.19 890,576.81 1,018,788.52 249,469.19 890,576.81 1,018.788.52 14,260.06 31,567.94 40,700.28 t4,260.06 21,567.94 40,700.28 189,750.00 157,516.19 861,272.33 I57,516.19 861,272.33 40,700.28 40,700.28 T 0 T A L EXPENDITURES EXCESS <REVENUE>EXPENDITURE TRANSFER IN FROM OTHER FUNDS TRANSFERS OUT TO OTHER FUNDS 1,375,624.00 263,729.25 1,111,894.75 (111,659.00) (218,927.35) t07,268.35 1,059,488.80 157,516.19 901,972.61 (96,815.31) (411,099~99) 314,284.68 2,400,000.00 2,400,000.00 EXCESS <REVENUE>EXPENDITURE (111,659.00) (218,927.35) 107,268.35 (2,496,815.31) (411.099.99) (2,085,715.32) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2001 THROUGH 12/31/2001 ENTERPRISE FUND CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ********************** USES/MONEY & PROP-INTEREST TOTAL REVENUE ********EXPENDITURES******* GENEP~qL GOVERNMENT ACTIVITIES: NON-DEPARTMENTAL FINANCE ACTIVITY TOTAL PUBLIC SAFETY: HEALTH & WELFARE: CULTURE & LEISURE SERVICES COMMUNITY DEVELOPMENT: CAPITAL IMPROVEMENT PROJECTS: T 0 T A L EXPENDITURES EXCESS <REVENUE>EXPENDITURE TP~qNSFERS IN FROM OTHER FUNDS T~NSFERS OUT TO OTHER FUNDS 20.00 20.00 20.00 20.00 20.00 20.00 20.00 20.00 EXCESS <REVENUE>EXPENDITURE 20.00 20.00