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HomeMy WebLinkAboutItem 4.14 Financial Rpts March 2008 CITY CLERK File # D[2]~[r2]-[2]~ AGENDA STATEMENT CITY COUNCIL MEETING DATE: May 6,2008 SUBJECT: Financial Reports for the Month of March 2008 Report Prepared by: Paul S. Rankin, Administrative Services 6fL Director and Vivian Gong, Finance Manager ATTACHMENTS: Period Ending March 31, 2008 a. YTD (Year To Date) Revenues and Budget Comparison b. YTD Expenditures and Budget Comparison ~ March 31, 2008 Financial Statements RECOMMENDATION 2 \ Receive the reports. FINANCIAL STATEMENT: See reports for detail of monthly financial activity. DESCRIPTION: This item provides the report on the preliminary financial statements for the month of March 2008. 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. Analvsis of March 2008 Revenue and Expenditure Reports The March reports represent the reporting of revenues and expenditures for the nine months of the Fiscal Year, (July 1, 2007 through March 31, 2008). It should also be noted that there is not an even distribution of revenues and expenditures on a monthly basis. There is also a lag with the reporting of expenditures due to the significant amount of services provided to the City by outside independent contractors, including Police and Fire Services. General Fund Revenues The total percentage of General Fund Revenues collected through March was higher compared to what occurred through the same period of the previous Fiscal Year. Through March 2008, the City had collected approximately 60% of the total budgeted General Fund Revenues, which was 3% more than the percentage collected in the same period of the prior Fiscal Year. Part of this increase is the result of timing differences in the distribution of property tax revenues by Alameda County Auditor-Controller. They have made efforts to release payments earlier than occurred in the prior Fiscal Year. There following section of the report highlights significant deviations in terms of dollars collected in several categories, compared to the same reporting period in the prior year. As noted in previous monthly reports, the deviation in Sales Tax revenue is substantially attributable to the reporting changes to accommodate audit requirements. If the sales tax collections were reported on the same basis in both 2007 and 2008 the revenue collections to date would show a positive variance of $158,396. ------------------------------------------------------------------------------------------------------------- COPIES TO: Page 1 of3 G:\Monthly Financials\FY 07-08\Mar 2008.doc ITEM NO. tf.('f or mounts o ec e Uly- arc vs. Uly- arc GENERAL FUND YTD YTD DIFFERENCE REVENUE Mar 2008 Mar 2007 FY 07/08 More / EXPLANATION (Less) FY 06-07 Property Tax 13,040,773 9,307,348 3,733,425 The increase is due to the general increase in the assessed valuation of property on the tax roll as well as a timing difference. Alameda County released $1.7 million in reconciling payments in March 2008. In the prior year the reconcilement payment did not occur until May. Sales Tax 8,330,362 9,543,875 (1,213,513) As noted above, the difference is distorted due to a change in the accounting for year end payments. If the March 2007 amount was presented on the same basis as the current year, the amount for 2007 would have been $ 8,171,966. This would result in a positive variance of$158,396. Transient 553,869 515,474 38,396 The increase was due to higher Occupancy Tax occupancy rates than were estimated in the Budget. Franchise Tax 1,040,195 955,872 84,324 Cable TV and waste franchise taxes are above level collected in 2007 due to the increases in number of subscribers and customers. Licenses and 1,293,803 2,103,400 (809,597) Consistent with previous reports, the Permits deviation reflects the decline in building permit activity. Interest and 1,809,895 1,281,546 528,350 The difference is attributed to 1) Rentals Increases in recreation rentals/uses of the City's facilities; 2) Collection of monthly tenant rents in connection with the purchase of the Dublin Square property, which was owned by the City for only approximately 2 months in FY 2006/07; and 3) an increase in investment earnings, which was up and accounted for approximately $377,400 of the increase. Intergovernmental 668,801 199,064 469,738 A maj or factor in the difference is due to one- time revenues such as 2007/08 Workforce Housing reimbursement grant funds. There is also a timing difference in receipt of $88,400 for the Home Owner Property Tax Relief. The positive variances were offset by a reduction in Vehicle License Fee receipts, which were $50,000 less. Summary of Significant General Fund Revenue Differences F A C II t d JIM h 2008 JIM h 2007 Page 2 of3 GENERAL FUND YTD YTD DIFFERENCE REVENUE Mar 2008 Mar 2007 FY 07/08 More I EXPLANATION (Less) FY 06-07 Charges for 4,382,478 5,866,735 (1,484,257) Significant decreases due to: Services 1) Decreased development activity in: Zoning and Subdivision Fees; Engineering / Plan Check and Inspection Fees; and Fire Plan Check Fees. 2) The amount received in FY 2006/07 for Santa Rita Fire Services was larger than normal since it included payments for the prior fiscal year~. 3) Booking Fee revenue decreased by approximately $132,600, due to a change in State Law. Other Revenues 520,710 800,934 (280,224) This category of revenue typically includes payments such as contributions, donations, or one time reimbursements that may not occur consistently from year to year. General Fund Expenditures Overall, through the month of March, expenditures in the General Fund totaled approximately $26.6 million and represented approximately 48% of the total budgeted expenditures in the General Fund. Of this amount, a total of approximately $4 million was related to Capital Improvement Projects and the remainder was related to Operating Costs. Capital Project expenditures typically do not follow an even distribution due to differences in project timing. A closer examination of only General Fund Operating Expenditures indicates that the activity through March 2008 was approximately $2,350,000 under the amounts expended for the same period in the prior Fiscal Year. Through the end of March 2008, the City had expended 49% of the General Fund Operating Budget, which is 9% less than the percentage expended in the first nine months of the prior Fiscal Year. The deviation was primary due to a timing difference of the quarterly Police contract services payment. Payment for the quarterly services ending on December 31, 2007 was made in April 2008, a month later than it was recorded in the previous year. All expenditures 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. Page30f3 L1/3 City of Dublin 2007-2008 YTD Revenues and Budget Comparison For the Period March 2008 Total General Fund Revenues Property Taxes Sales Taxes Real Property Transfer Tax Transient Occupancy Taxes Franchise Taxes Licenses and Permits Interest and Rentals Intergovernmental from State Charges for Services Fines and Forfeitures Other Revenues 0% 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 FY 2007/08 Budget 22,194,200 14,390,000 540,000 775,000 2,095,635 1,564,645 2,387,671 1,049,669 6,262,056 143,000 1,651,012 Total General Fund Revenues 53,052,888 Dale Printed 4/25/200812:33 PM !~FY 2007/0-81 11\'k\\ FY 2006/07 ! i 81% 8~% 760t 64% I I 70% I '. ~5:j 64% : i 6% 30% 60% 90% 120% 150% 75% of Year Complete ---------- -......--.----- FY 2007/08 %of FY 2006/07 % of Total for YTD Actual Budget YTD Actual FY 2006/07 13,040,773 59% 9,307,348 46% 8,330,362 58% 9,543,875 68% 339,378 63% 389,353 65% 553,869 71% 515,474 64% 1,040,195 50% 955,872 45% 1,293,803 83% 2,103,400 82% 1,809,895 76% 1,281,546 34% 668,801 64% 199,064 17% 4,382,478 70% 5,866,735 73% 106,844 75% 89,903 64% 520,710 32% 800,934 86% 32,087,108 60% 31,053,503 57% J,t~#L;.14 ts/b( ot vJ..{ ATTACHMENT a ~ ..4J r City of Dublin 2007-2008 YTD Expenses and Budget Comparison For the Period Ending March 31, 2008 Total General Fund Expenses General Government Police Other Public Safety Transportation Health and Welfare Culture & Community Services Community Development Capital Improv. Projects Fire i 721 I ! 0% 20% 40% 60% 80% 75% of Year Complete - ~_..-. -----_._---_.~.- 2007/08 2007/08 %of Budget YTD Actual Budget General Government 5,844,224 3,582,881 61% Police 12,558,821 3,330,545 27% Fire 9,468,930 4,676,241 49% Other Public Safety 563,028 247,179 44% Transportation 2,239,419 1,194,796 53% Health and Welfare 52,004 37,432 72% Culture and Community Services 7,529,844 4,551,535 60% Community Development 8,218,211 5,000,959 61% Capital Improvement Projects 8,811,577 4,003,469 45% Total General Fund Expenses 55,286,058 26,625,037 48% General Fund Operating Expenses 46,474,481 22,621,568 49% Dale Printed: 4/2512008 12:32 PM 3,731,667 68% 5,699,871 49% 4,549,428 50% 132,992 31% 1,235,077 62% 18,500 46% 4,186,417 61% 5,421,215 70% 1,653,977 49% 26,629,145 57% 24,975,168 58% -2,353,600 100% FY 2006/07 YTD Actual ~ ;f )3- I i I I IIIFY 2007/08--1 i~Y 2~~f3/~ 120% ___J % of Total for FY 2006/07 ATTACHMENT b CITY OF DUBLIN'S PRO FORMA FINANCIAL STATEMENTS FOR THE MONTH OF MARCH 2008 Prepared by The Finance Department April 10,2008 3'/3 Attachement c CITY OF DUBLIN if 1 13 BALANCE SHEET FOR THE PERIOD ENDING 31Mar2008 GENERAL SPECIAL SPECIAL CAPITAL TRUST/ TOT A L S REVENUE REVENUE ASSESSMENT IMPROVEMENT AGENCY ---MEMORANDUM ONLY--- FUNDS FUNDS FUNDS FUNDS FUND CURRENT PRIOR ASSETS CASH (56.851.455) 4.579.890 601. 082 48.678.303 258.753 (2.733.427) 00.869.646) CASH WITH FISCAL AGENT 177.348 177.348 169.862 AMOUNT HELD IN ESCROW 151.520 151.520 1. 581. 500 INVESTMENTS AT COST 117.108.386 117.108.386 112.754.448 RECEIVABLES: TAXES ACCOUNTS 106.525 106.525 1. 552.561 INTEREST 612.631 612.631 671.287 ASSESSMENTS DUE FROM OTHERS 5.137.890 5.137.890 1. 901. 086 INVENTORY AT COST PREPAID ITEMS 6.264 6.264 5.894 FIXED ASSETS LOANS RECEIVABLE 5.117.250 5.117.250 6.713.816 AMOUNT TO BE PROVIDED 943.500 943.500 1. 083 . 500 TOTAL ASSETS 66.120.241 4.579.890 601.082 54.533.809 1. 379.601 127.214.623 115.564.308 LIABILITIES/FUND EQUITY DEPOSITS FOR PRIVATE DEVEL 0.306.652) 06.860) (1. 323.512) (785.182) DEPOSITS FOR AB1600 FEES (8.500) (1.127.826) 0.136.326) (984.168) DEPOSITS OTHERS (553.380) (553.380) (519.508) PAYABLES: ACCOUNTS (262.513) (62.871) (306.936) (632.320) (379.890) INTEREST PAYROLL (3.929) (3.929) (4.277) DUE TO OTHERS (28.005) 0.791. 762) 0.819.768) 0.971.756) DEFERRED REVENUE 042.554 ) (5.703.985) (5.846.540) (2.504.276) DEBT INSTRUMENTS PAYABLE (1. 061. 000) 0.061. 000) 0.201. 000) TOTAL LIABILITIES (2.305.533) (62.871) (8.947.370) (1.061.000) (12.376.774) (8.350.058) FUND BALANCES (63.814.708) (4.517.018) (601. 082) (45.586.439) (318.601)(114.837.848) (97.418.770) TOTAL FUND E (63.814.708) (4.517.018) (601. 082) (45.586.439) (318.601)(114.837.848) (97.418.770) TOTAL LIABILITIES/EQUITY (66.120.241) (4.579.890) (601. 082) (54.533.809) (1.379.601)(127.214.623)(105.768.828) CITY OF DUBLIN 5:t 13 BALANCE SHEET FOR THE PERIOD ENDING 31Mar2008 INTERNAL ENTERPRISE FIXED ASSETS GENERAL LONG TOT A L S SERVICE FUND GROUP OF TERM DEBT ---MEMORANDUM--- FUNDS ACCOUNTS ACCOUNT GROUP CURRENT PRIOR ASSETS CASH 7.040.779 7 . 040 . 779 11 .466 . 544 CASH WITH FISCAL AGENT AMOUNT HELD IN ESCROW INVESTMENTS AT COST RECEIVABLES: TAXES ACCOUNTS 18.320 18.320 INTEREST ASSESSMENTS DUE FROM OTHERS INVENTORY AT COST PREPAID ITEMS 3.966 3.966 3.966 FIXED ASSETS 48.289.121 351.342.286 399.631.407 387.888.144 LOANS RECEIVABLE AMOUNT TO BE PROVIDED 61. 986.566 61. 986.566 62.220.554 TOTAL ASSETS 55.352.186 351. 342.286 61. 986.566 468.681.037 461.579.209 LIABILITIES/FUND EQUITY DEPOSITS FOR PRIVATE DEVEL DEPOSITS FOR AB1600 FEES DEPOSITS OTHERS PAYABLES: ACCOUNTS INTEREST PAYROLL DUE TO OTHERS DEFERRED REVENUE DEBT INSTRUMENTS PAYABLE (61. 986.566) (61.986.566) (62.738.920) TOTAL LIABILITIES (61. 986.566) (61.986.566) (62.738.920) FUND BALANCES (55.352.186) (351.342.286) (406.694.471)(397.644.149) TOTAL FUND E (55.352.186) (351.342.286) (406.694.471)(397.644.149) TOTAL LIABILITIES/EQUITY (55.352.186) (351.342.286) (61. 986.566) (468.681.037)(460.383.069) THE CITY OF DUBLIN STATEMENT SHOWING (; ~ /3 REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2007 THROUGH 03/31/2008 G ENE R A L REV E N U E FUN 0 CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE *******REVENUES******* PROPERTY TAXES 22.194.200.00 13.040.772.68 9.153.427.32 20.146.742.78 9.307.347.81 10.839.394.97 SALES TAX 14.390.000.00 8.330.361. 65 6.059.638.35 14.025.868.73 9.543.874.59 4.481. 994 .14 REAL PROPERTY TRANSFER TAX 540.000.00 339.377 .97 200.622.03 596.532.87 389.353.26 207.179.61 HOTEL TRANSIENT OCCUPANCY TAX 775.000.00 553.869.09 221.130.91 800.772.57 515.473.50 285.299.07 FRANCHISE TAXES 2.095.635.00 1. 040 .195 . 27 1. 055 .439.73 2.111. 281. 26 955.871. 69 1.155.409.57 LICENSES & PERMITS 1. 564 . 645 . 00 1. 293 . 802 . 97 270.842.03 2.572.067.54 2.103.400.22 468.667.32 FINES & FORFEITURES 143.000.00 106.843.53 36.156.47 140.234.79 89.903.03 50.331.76 USE/MONEY & PROP-INTEREST 2.096.744.00 1.573.156.51 523.587.49 3.575.137.21 1.195.675.32 2.379.461. 89 USE/MONEY & PROP-RENTALS 290.927.00 236.738.95 54.188.05 203.240.52 85.870.53 117.369.99 INTERGOVERNMENTAL 1.049.669.00 668.801. 28 380.867.72 1.149.759.30 199.063.73 950.695.57 CHARGES FOR SERVICES 6.262.056.00 4.382.478.02 1.879.577 .98 8.015.064.77 5.866.735.13 2.148.329.64 OTHER SOURCES OF REVENUE 1. 651. 012.00 520.709.90 1.130.302.10 928.704.12 800.934.05 127.770.07 TOTAL REVENUE 53.052.888.00 32.087.107.82 20.965.780.18 54.265.406.46 31.053.502.86 23.211.903.60 *******EXPENDITURES******* GENERAL GOVERNMENT ACTIVITIES: CITY COUNCIL 304.891.00 210.615.92 94.275.08 320.924.20 255.936.06 64.988.14 CITY MANAGER 1.128.643.00 757.062.34 371.580.66 1. 042 .480.01 735.477.84 307.002.17 CENTRAL SERVICES 573.400.00 329.475.85 243.924.15 438.786.38 294.210.16 144.576.22 CITY ATTORNEY 615.723.00 378.360.25 237.362.75 867.874.77 481. 279.64 386.595.13 ADMIN SERVICES 1. 844 .459 . 00 1.131.161. 54 713.297.46 1.593.027.81 1.142.643.99 450.383.82 BUILDING MANAGEMENT 796.873.00 455.673.87 341.199.13 707.316.31 435.467.53 271. 848.78 INSURANCE COST CENTER 538.541. 00 304.363.49 234.177.51 474.542.39 355.029.91 119.512.48 ELECTIONS COST CENTER 2.500.00 425.00 2.075.00 25.554.79 25.554.79 NON-DEPARTMENTAL 39.194.00 15.742.51 23.451.49 9 . 858 . 11 6.067.44 3.790.67 ACTI V ITY TOTAL 5.844.224.00 3.582.880.77 2.261. 343.23 5.480.364.77 3.731.667.36 1. 748.697 .41 PUBLIC SAFETY POLICE 12.558.821. 00 3.330.544.83 9.228.276.17 11.662.394.30 5.699.870.92 5.962.523.38 CROSSING GUARDS 98.648.00 54.560.88 44.087.12 86.639.21 49.522.63 37.116.58 ANIMAL CONTROL 351.192.00 138.138.90 213.053.10 251.956.53 42.739.22 209.217.31 TRAFFIC SIGNALS & STREET LIGHTIN 13.300.00 7.445.00 5.855.00 15.424.08 10.514.20 4.909.88 DISASTER PREPAREDNESS 99.888.00 47.034.38 52.853.62 79.826.64 30.215.59 49.611.05 FIRE SERVICES 9.468.930.00 4.676.241.25 4.792.688.75 9.178.765.31 4.549.428.21 4.629.337.10 ACTI V ITY TOTAL 22.590.779.00 8.253.965.24 14.336.813.76 21. 275.006.07 10.382.290.77 10.892.715.30 TRANSPORT A TI ON PUBLIC WORKS 1. 094.762.00 651.312.45 443.449.55 907.511.91 635.702.90 271.809.01 STREET MAINTENANCE 33.147.00 397.40 32.749.60 13.221. 64 7.467.59 5.754.05 STREET SWEEPING 138.000.00 81. 987 . 76 56.012.24 139.992.31 95.605.89 44.386.42 STREET TREE MAINTENANCE 106.917.00 34.514.77 72.402.23 131.391.84 33.020.19 98.371.65 STREET LANDSCAPING MAINTENAN 866.593.00 426.583.75 440.009.25 811. 550 20 463.280.88 348.269.32 ACTI V ITY TOTAL 2.239.419.00 1.194.796 .13 1. 044 . 622 . 87 2.003.667.90 1.235.077 .45 768.590.45 HEALTH & WELFARE WASTE MANAGEMENT 8.091.00 7.390.58 700.42 22.055.21 22.05521 THE CITY OF DUBLIN STATEMENT SHOWING '1113 REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2007 THROUGH 03/31/2008 G ENE R A L REV E N U E FUN 0 CURRENT CURRENT PRIOR PRIOR 8UDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE CHILD CARE 18.500.00 12.537.11 5.962.89 18.500.00 18.500.00 SOCIAL SERVICES 25.413.00 17.504.80 7.908.20 HOUSING PROGRAMS ACTI V ITY TOTAL 52.004.00 37.432.49 14.571.51 40.555.21 18.500.00 22.055.21 CULTURE & LEISURE SERVICES LIBRARY SERVICES 836.571.00 406.701.37 429.869.63 809.628.89 417.822.75 391.806.14 CULTURAL ACTIVITIES 239.530.00 164.950.83 74.579.17 251. 944.51 165.995.26 85.949.25 HERITAGE CENTER 238.752.00 159.301.00 79.451. 00 181. 827 .65 131.024.16 50.803.49 DUBLI N CEMETERY 48.458.00 17.854.34 30.603.66 43.942.65 21. 692 . 55 22.250.10 PARK MAINTENANCE 2.016.692.00 1.104.530.91 912.161.09 1. 808 . 688.78 896.530.36 912.158.42 COMMUNITY TV 127.980.00 114.326.41 13.653.59 128.881.00 60.921. 00 67.960.00 RECREATION ADMIN 759.339.00 507.356.00 251. 983.00 702.189.94 492.245.08 209.944.86 PLAYGROUNDS 320.073.00 192.184.92 127.888.08 260.228.97 177.852.30 82.376.67 SHANNON CENTER 286.982.00 192.655.77 94.326.23 342.407.56 243.072.41 99.335.15 PRESCHOOL 115.643.00 79.030.64 36.612.36 105.844.87 71.767.03 34.077 .84 TEENS PROGRAM 146.164.00 83.636.40 62.527.60 135.910.40 94.276.07 41. 634.33 ADULT SPORTS 183.056.00 105.701.26 77.354.74 106.532.29 75.154.95 31. 377.34 YOUTH SPORTS 204.177 . 00 156.585.19 47.591.81 174.520.06 137.516.13 37.003.93 COMMUNITY GYM 46.187.00 31.104.81 15.082.19 44.662.71 28.218.54 16.444.17 EMERALD GLEN ACTIVITY CENTER SPECIAL EVENTS 403.471. 00 254.267.39 149.203.61 354.952.30 244.461. 94 110.490.36 SENIOR CENTER 549.653.00 356.583.33 193.069.67 472.926.09 323.504.47 149.421. 62 RECREATION INSTRUCTION 209.545.00 131.561.82 77 .983.18 198.529.01 131.372.67 67.156.34 AQUATICS 467.488.00 272.712.57 194.775.43 445.981.03 256.851. 65 189.129.38 PARKS/FACILITIES MANAGEMENT 330.083.00 220.489.56 109.593.44 304.996.60 216.138.16 88.858.44 ACTI V ITY TOTAL 7.529.844.00 4.551. 534.52 2.978.309.48 6.874.595.31 4.186.417.48 2.688.177 .83 COMMUNITY DEVELOPMENT PLANNING 2.893.306.00 1. 623 . 032 . 95 1.270.273.05 2.152.189.29 1.524.811.76 627.377.53 BUILDING SAFETY 2.708.274.00 1. 803 . 939 . 83 904.334.17 2.886.668.83 2.001.215.54 885.453.29 ENGINEERING 2.321.911.00 1. 423 . 999 . 94 897.911.06 2.407.540.23 1. 695 .493.84 712.046.39 ECONOMIC DEVELOPMENT 294.720.00 149.985.98 144.734.02 252.495.57 199.693.46 52.802.11 ACTI V ITY TOTAL 8.218.211.00 5.000.958.70 3.217.252.30 7.698.893.92 5.421. 214.60 2.277.679.32 CAPITAL IMPROVEMENT PROJECTS GENERAL CIP PROJECTS 1. 561. 994.00 238.661. 52 1. 323 . 332 . 48 377.025.76 245.233.59 131.792.17 COMMUNITY IMPROVEMENTS 328.578.00 127.144.03 201.433.97 95.671.93 23.475.51 72.196.42 PARKS 5.776.648.00 3.591.790.10 2.184.857.90 2.619.196 .45 1.116.924.87 1. 502 .271.58 STREET CONSTRC/IMPROVEMENTS 1.144.357.00 45.873.10 1. 098 . 483 . 90 308.244.43 268.343.51 39.900.92 ACTI V ITY TOTAL 8.811.577 .00 4.003.468.75 4.808.108.25 3.400.138.57 1. 653.977 .48 1. 746 .161. 09 TOTAL EXPENDITURES 55.286.058.00 26.625.036.60 28.661. 021. 40 46.773.221. 75 26.629.145.14 20.144.076.61 EXCESS REVENUE (EXPENDITURES) (2.233.170.00) 5.462.071.22 (7.695.241.22) 7.492.184.71 4.424.357.72 3.067.826.99 TRANSFERS IN FROM OTHER FUNDS 52.883.57 (52.883.57) 59.196.81 39.525.20 19.671.61 TRANSFERS OUT FROM OTHER FUNDS (23.505.65) (23.505.65) REVENUES OVER(UNDER) EXPENDITURES (2.233.170.00) 5.514.954.79 (7.748.124.79) 7.527.875.87 4.440.377 .27 3.087.498.60 THE CITY OF DUBLIN STATEMENT SHOWING ~~13 REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2007 THROUGH 03131/2008 S P E C I A L REV E N U E FUN 0 S CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ********REVENUES******** PROPERTY TAXES 125,760.00 80,245.80 45,514.20 119,472.73 61. 237.46 58.235,27 SALES TAX/OTHER TAXES 460,862,00 238.657.09 222,204.91 433.043.17 228,243.34 204,799,83 FINES & FORFEITURES 195,000.00 129.846,13 65.153.87 201.862,59 133,706.85 68,155.74 USES/MONEY & PROPERTY 216.249.00 124.090,08 92.158,92 194.816,32 130,233.83 64.582,49 INTERGOVERNMENTAL FROM STATE 1. 972. 487.00 679.580.92 1. 292 , 906 , 08 1.174,710.84 910.862,87 263.847,97 INTERGOVERNMENTAL FROM COUNTY 397,023.00 166.056,65 230,966,35 376,594,90 171,013.60 205.581,30 INTERGOVERNMENTAL FROM FEDERAL 459.471. 00 101.225.73 358.245.27 144.868.47 19.494.85 125.373.62 CHARGES FOR SERVICES 1.513,762.00 952,140,29 561,621.71 1. 430 .805,72 735,276.64 695.529.08 OTHER SOURCES OF REVENUE 9,000.00 9.000,00 25.467,40 3.404.00 22,063,40 TOTAL REVENUE 5,349.614.00 2.471. 842.69 2.877,771.31 4.101.642.14 2.393,473.44 1.708,168,70 *******EXPENDITURES******* PUBLI C SAFETY: POLICE 104,810,00 102.297,91 2.512.09 101.780.53 100,370.70 1.409,83 TRAFFIC SIGNALS & STREET LTG 279,525,00 152.808.82 126.716,18 249,275,06 138.557.00 110,718,06 DISASTER PREPAREDNESS FIRE SERVICES 287,483.00 147,500,85 139.982.15 196.755,84 178.880,86 17.874,98 ACTI V!TY TOTAL 671.818,00 402,607.58 269.210.42 547.811,43 417,808.56 130,002.87 TRANSPORTATION: STREET MAINTENANCE 398.986.00 146.265.65 252,720,35 305,088,60 131. 441. 39 173.647,21 STREET LANDSCAPE MAINTENANCE 6.038,00 6.038.00 7,563.43 13.198.43 (5.635,00) ACTI V!TY TOTAL 405,024,00 146,265.65 258.758.35 312.652.03 144,639.82 168.012,21 HEALTH & WELFARE: WASTE MANAGEMENT 1.663,490,00 817.309,97 846,180,03 1. 525 . 606 , 71 751,732,52 773,874,19 SOCIAL SERVICES 52.945,00 40.204.07 12.740,93 60,035,35 33,072,50 26,962,85 HOUSING PROGRAMS ACTI V!TY TOTAL 1. 716 .435,00 857,514.04 858.920.96 1. 585 , 642 . 06 784,805,02 800,837,04 COMMUNITY DEVELOPMENT: ENGINEERING 6,000.00 2.472.00 3,528.00 6.000,00 2,981.36 3.018.64 ACTI V!TY TOTAL 6,000,00 2,472.00 3,528.00 6,000.00 2,981. 36 3,018.64 CAPITAL IMPROVEMENT PROJECTS: GENERAL CIP PROJECTS 10.853.00 10,853.00 COMMUNITY PROJECTS 17.580.62 17,580,62 PARKS 103,588.00 103,588.00 132,238,71 75,525.71 56,713.00 STREET CONSTRUCTION/IMPROVEMENT 2,086,803,00 824,985.54 1.261,817.46 726.185.12 47,069.36 679,115.76 ACTI V!TY TOTAL 2.201,244.00 824,985.54 1.376.258.46 876,004.45 122.595,07 753,409.38 TOT A L EXPENDITURES 5,000,521.00 2.233,844,81 2,766,676.19 3.328.109.97 1.472 .829.83 1,855,280,14 EXCESS REVENUE (EXPENDITURES) 349,093.00 237,997.88 111,095.12 773,532.17 920,643.61 047.111.44) TRANSFER IN FROM OTHER FUNDS 0,097 . 00) 0,097 . 00) TRANSFERS OUT TO OTHER FUNDS 52,883.57 (52,883,57) 27,368.61 1.097.00 26.271.61 REVENUES OVER (UNDER) EXPENDITURES 349,093.00 185,114.31 163,978.69 747,260.56 920,643.61 073,383.05) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2007 THROUGH 03/31/2008 q ~13 S P E C I A L ASS E SSM E N T FUN 0 S CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ********REVENUES******** SPECIAL BENEFITS ASSESSMENTS 785.567.00 483,681.34 301. 885.66 716,143.96 364.945.60 351.198.36 USES/MONEY & PROP-INTEREST 26.106.00 15.276.71 10.829.29 26.363.45 14.815.26 11.548.19 OTHER SOURCES OF REVENUE 5.000.00 578.00 4.422.00 3.219.91 1.194.03 2.025.88 TOTAL REVENUE 816.673.00 499.536.05 317.136.95 745.727.32 380.954.89 364,772.43 *******EXPENDITURES******* PUBLI C SAFETY: TRAFFIC SIGNALS & STREET LIG 376.400.00 200.381.83 176.018.17 325.491. 81 210.688.79 114.803.02 ACTIVITY TOTAL 376.400.00 200.381.83 176.018.17 325.491. 81 210.688.79 114.803.02 TRANSPORTATION PUBLI C WORKS 100.00 100.00 1.640.07 1.511.59 128.48 STREET TREE MAINTENANCE 65.910.00 39.318.95 26.591. 05 39.305.46 9.135.17 30.170.29 STREET LANDSCAPE MAINTENANCE 393.678.00 184,348.56 209.329.44 369.334.70 194.788.44 174.546.26 ACTI V ITY TOTAL 459.688.00 223.667.51 236.020.49 410,280.23 205,435.20 204.845.03 COMMUNITY DEVELOPMENT ENGINEERING 15.500.00 12,282.94 3.217.06 10.558.50 358.50 10.200.00 ACTI V ITY TOTAL 15.500.00 12,282.94 3.217.06 10.558.50 358.50 10.200.00 CAPITAL IMPROVEMENT PROJECTS: COMMUNITY IMPROVEMENTS STREET CONSTRUCTION/IMPRVMNT ACTI V ITY TOTAL TOT A L EXPENDITURES 851.588.00 436.332.28 415.255.72 746.330.54 416.482.49 329.848.05 EXCESS REVENUE (EXPENDITURES) (34.915.00) 63,203.77 (98.118.77) (603.22) (35.527.60) 34.924.38 REVENUES OVER (UNDER) EXPENDITURES (34.915.00) 63,203.77 (98,118.77) (603.22) (35.527.60) 34.924.38 THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2007 THROUGH 03131/2008 Iv ~ 13 CAP I TAL IMP R 0 V E MEN T FUN D S CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ********REVENUE******** USES/MONEY & PROP-INTEREST 1. 709 .300.00 1.131. 323.87 577,976.13 2.044.630.85 1. 404.702.35 639,928.50 OTHER SOURCES OF REVENUE 17,447.972.00 17,723.435.64 (275.463.64) 8,652.525.77 7.132.469.08 1. 520 , 056 . 69 TOTAL REVENUE: 19.157,272.00 18,854.759.51 302,512.49 10,697.156.62 8.537,171.43 2,159.985.19 *******EXPENDITURES******* GENERAL GOVERNMENT ACTIVITIES: NON-DEPARTMENTAL 78.785.62 78,785.62 CITY ATTORNEY 49.400.00 40,751.13 8.648.87 59.936.48 55.530.01 4,406.47 ACTI V ITY TOTAL 49,400.00 40.751.13 8,648.87 138.722.10 55.530.01 83.192.09 PUBLIC SAFETY: TRANSPORTATION: HEALTH & WELFARE: HOUSING PROGRAMS 3.994.884.00 713.657.04 3.281. 226 . 96 458.257.23 232.588.59 225.668.64 ACTI V ITY TOTAL 3.994,884.00 713.657.04 3.281. 226.96 458,257.23 232.588.59 225,668.64 CULTURE & LEISURE SERVICES: RECREATION ADMINISTRATION ACTI V ITY TOTAL COMMUNITY DEVELOPMENT PLANNING ACTI V ITY TOTAL CAPITAL IMPROVEMENT PROJECTS GENERAL CIP PROJECTS 195.550.00 195,550.00 24,905.17 16,751. 50 8.153.67 COMMUNITY IMPROVEMENTS 250.000.00 250.000.00 PARKS 8,242.583.00 1.188,608.82 7.053.974.18 7.993.412.28 361.059.14 7,632.353.14 STREET CONSTRUCTION/IMPROVEMENT 30.119.579.00 6.898.806.04 23.220,772.96 4.497.678.86 3.274,633.33 1. 223 . 045 . 53 ACTI V ITY TOTAL 38.807.712.00 8.087.414.86 30,720,297.14 12.515.996.31 3.652,443.97 8.863.552.34 TOT A L EXPENDITURES 42,851,996.00 8,841.823.03 34,010.172.97 13.112,975.64 3,940.562.57 9.172.413.07 EXCESS REVENUE (EXPENDITURES) (23.694.724.00) 10.012.936.48 (33.707.660.48) (2.415.819.02) 4.596.608.86 (7,012.427.88) TRANSFER IN FROM OTHER FUNDS 30.105.65 23.505.65 6.600.00 TRANSFERS OUT TO OTHER FUNDS 39.525.20 39.525.20 REVENUES OVER (UNDER) EXPENDITURES(23.694.724.00) 10,012.936.48 (33.707.660.48) (2.425,238.57) 4,580.589.31 (7.005.827.88) THE CITY OF DUBLIN STATEMENT SHOWING II ~ f3 REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2007 THROUGH 03/31/2008 T R U S T / AGE N C Y FUN D CURRENT CURRENT PR lOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ********REVENUES******** SPECIAL ASSESSMENTS 116.920.38 (116.920.38) 217.030.10 108.515.05 108.515.05 USES/MONEY & PROP-INTEREST 83.127.50 (83.127.50) 14.825.42 9.003.95 5.821.47 TOTAL REVENUE 458.436.55 (458.436.55) 5.929.923.59 117.519.00 5.812.404.59 *******EXPENDITURES******* GENERAL GOVERNMENT ACTIVITIES: NON-DEPARTMENTAL 84.471.28 (84.471.28) 231.940.00 228.121.25 3.818.75 ACTI V ITY TOTAL 232.432.71 (232.432.71) 231. 940.00 228.121. 25 3.818.75 PUBLIC SAFETY: TRANSPORT A TI ON: HEALTH & WELFARE: CULTURE & LEISURE SERVICES: COMMUNITY DEVELOPMENT: CAPITAL IMPROVEMENT PROJECTS TOT A L EXPENDITURES 232.432.71 (232.432.71) 231.940.00 228.121.25 3.818.75 EXCESS REVENUE (EXPENDITURES) 226.003.84 (226.003.84) 5.697.983.59 (110.602.25) 5.808.585.84 REVENUES OVER (UNDER) EXPENDITURES 226.003.84 (226.003.84) 5.697.983.59 (110.602.25) 5.808.585.84 THE CITY OF DUBLIN STATEMENT SHOWING \) ~ 13 REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2007 THROUGH 03/31/2008 I N T ERN A L S E R V ICE FUN D S CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ********REVENUES******** USESIMONEY & PROP-INTEREST 214.192.00 197.037.16 17.154.84 477 . 640.72 309.892.82 167.747.90 CHARGES FOR SERVICES 1.682.057.00 1.458.517.75 223.539.25 1. 786.972.00 1. 333.062.15 453.909.85 OTHER SOURCES OF REVENUE 22.800.00 175.066.51 (152.266.51) 1. 475.321. 69 10.046.58 1.465.275.11 TOTAL REVENUE 1.919.049.00 1.'830.621.42 88.427.58 3.739.934.41 1. 653.001. 55 2.086.932.86 *******EXPENDITURES******* GENERAL GOVERNMENT ACTIVITIES NON-DEPARTMENTAL 3.787.454.00 779.304.89 3.008.149.11 11.472.708.13 456.861. 82 11.015.846.31 ACTI V ITY TOTAL 3.787.454.00 779.304.89 3.008.149.11 11.472.708.13 456.861. 82 11.015.846.31 PUBLI C SAFETY: FIRE ACTI V ITY TOTAL TRANSPORTATION: HEALTH & WELFARE: CULTURE & LEISURE SERVICES COMMUNITY DEVELOPMENT: CAPITAL IMPROVEMENT PROJECTS: TOT A L EXPENDITURES 3.787.454.00 779.304.89 3.008.149.11 11.472 .708 .13 456.861. 82 11. 015.846.31 EXCESS REVENUE (EXPENDITURES) (1.868.405.00) 1. 051. 316.53 (2.919.721.53) (7.732.773.72) 1.196.139.73 (8.928.913.45) TRANSFER IN FROM OTHER FUNDS TRANSFERS OUT TO OTHER FUNDS REVENUES OVER (UNDER) EXPENDITURES (1.868.405.00) 1.051.316.53 (2.919.721.53) (7.732.773.72) 1.196.139.73 (8.928.913.45) ********REVENUES******** USES/MONEY & PROP-INTEREST TOTAL REVENUE ********EXPENDITURES******* GENERAL GOVERNMENT ACTIVITIES: NON-DEPARTMENTAL FINANCE ACT! V !TY TOTAL PUBLIC SAFETY: HEALTH & WELFARE: CULTURE & LEISURE SERVICES COMMUNITY DEVELOPMENT: CAPITAL IMPROVEMENT PROJECTS: TOT A L EXPENDITURES EXCESS REVENUE (EXPENDITURES) TRANSFERS IN FROM OTHER FUNDS TRANSFERS OUT TO OTHER FUNDS REVENUES OVER (UNDER) EXPENDITURES CURRENT BUDGET THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2007 THROUGH 03/31/2008 E N T E R P R I S E FUN 0 CURRENT ACTUAL VARIANCE PRIOR FISCAL YEAR PRIOR Y.T.D. ) 3 0;/ 1'3 VARIANCE