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HomeMy WebLinkAboutItem 4.04 PrelFinRptNov2002 CITY CLERK File # J IL II AGENDA STATEMENT CITY COUNCIL MEETING DATE: December 17, 2002 SUBJECT: Preliminary Financial Reports For the Month of November 2002 Report Prepared by: Carole A. Perry, Administrative Services Director and Fred Marsh, Finance Manager ATTACHMENTS: 1. YTD Revenues and Budget Comparison 2. YTD Expenses and Budget Comparison 3. Financial Statements for the Month of November 2002 RECOMMENDATION: ~ 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 November. The final audited results for Fiscal Year 2001/2002 are not yet available; therefore, this report is presented as "preliminary" at this time. 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. Preliminary, Reporting of Information The auditors are completing the final phase of the fieldwork necessary for the 2001/2002 audit. The final audit results will impact the reported Fund Balance presented in the attached monthly reports. The scope of any remaining final entries will not be significant when compared to all general fund revenues and expenses. Analysis of Preliminary November 2002 Revenue and Expenditure Report Given that this report encompasses only the first five months of the 2002/2003 Fiscal Year, there is limited data on which to base any major projections or identify significant trends. For example, the receipt of revenues does not typically follow an even distribution throughout the Fiscal Year. Major amounts of Property Taxes and Sales Taxes are not received until later in the Fiscal Year. There is also a lag with the reporting of expenditures due to the significant amount of services provided to the City by independent contractors. Additional Impacts resulting from Passage of State Budget for Fiscal Year 2002/2003 As previously reported in the preliminary financial reports for the month of October, and as currently budgeted by the State, the City expects to receive the Gas Taxes, booking fee reimbursements and motor vehicle in lieu fees from the Department of Motor Vehicles. It should be noted that the $100,000 revenue budgeted for the Citizen's Option for Public Safety (COPS) grant for Fiscal Year 2002/2003 was received at the end of October 2002. COPIES TO: ITEM~O? 4 G:~Ionthly l~inaneials\112002 agenda statement monthly financialsREV, doc The State budget situation is still precarious, Governor Davis has called the newly-elected legislature into a rare special session beginning December 9th to review $5 billion of an estimated $21 to $30 billion budget deficit (estimated over the next nineteen months). The Governor intends to propose program cuts and other measures to reduce the state shortfall by $5 billion before the end of this year. Given the size of the State Budget deficit, a combination of spending cuts and revenue enhancements will likely be required to balance the budget. The Governor has spoken openly about curtailing spending at the State level and has also mentioned re-visiting what is currently budgeted for Education. It is expected that more definitive data will be available by the end of January 2003. Therefore, due to the fact that the State may experience higher than estimated deficits for Fiscal Year 2002-2003, Staff will continue to monitor the status of the State's budget. Of critical importance continues to be the motor vehicle in lieu fees (VLF). VLF comprises $1,937,000 million of the City's General Fund revenue. About $1.3 million represents the "backfill" portion that is funded by the. State. Since the final outcome for these items is still unknown, no budget adjustments are being proposed at this time. Staff will remain vigilant and will report back to Council any subsequent adjustments to the State's budget that have a direct financial impact to the City. General Fund Revenues Total General Fund Revenues collected through November are comparable to what occurred in the fifth month of the previous Fiscal Year. Through November 2002, the City has collected approximately 30% of the total budgeted General Fund Revenues compared to 28% in the prior Fiscal Year. Real Property Transfer Tax is higher than in the same period of the prior year due to higher than expected year to date proceeds from the sale of non residential properties. Transient Occupancy Taxes are lower than in the same period of the prior year due to timing differences and lower than expected tax collections at some of the City's hotels. Licenses and Permits are higher than in the same period of the prior year due to an increase in the number of permits pulled for new residential projects. Interest and Rentals is higher than in the same period of the prior year due to timing differences, an increase in market value on the City's investments, and a higher cash balance. Initially all interest revenue is recorded in the General Fund and allocated to other funds on a pro rata basis twice a year. Charges for Services is lower than in the same period of the prior year due to a receipt of one time monies from AT&T for cable equipment in Fiscal Year 2001-2002. Fines and forfeitures are lower than in the prior year due to a decrease in traffic citation collections over the prior year. Miscellaneous Revenues are lower than in the prior year due to reimbursements received in the prior year from DSRSD for work performed on the Dublin Boulevard Widening project. General Fund Expenditures Overall, through the month of November expenditures in the General Fund totaled approximately $8.8 million and represented approximately 22% of the total budgeted expenditures in the General Fund. Of this amount, a total of approximately $2.8 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 November 2002 was comparable to the amounts expended for the same period in the prior Fiscal Year. Through November 2002, the City had expended 22% of the General Fund Operating Budget, compared to 26% in the prior Fiscal Year. Fire is lower than in the same period of the prior year due to timing differences for the payment of contract fire services. Transportation is lower than in the same period of the prior year due to timing differences for the payment of contract street sweeping services. Health and Welfare is higher than in the same period of the prior year due to payment for contract senior support services in the current year. Community Development is lower than in the same period of the prior year due to timing differences in the payment of development related contract services in the Planning and Engineering divisions. CaPital Improvement Projects are higher than in the same period of the prior year due to expenditures incurred to date for construction of the City's new library. All expenditures to date are within the authorized budget. It is recommended that the City Cotmcil receive these reports as authorized by Section 41004 of the California Government Code. City of Dublin 2002-2003 YTD Revenues and Budget Comparison For the Period Ending November 30, 2002 lll~ 30% Total General Fund Revenues ~,,,:: 1~8% Property Taxes · 7% I 6O/o I Sales Taxes · FY 2002/2003 31% [] FY 2001/2002 Real Property Transfer Tax 6% Transient Occupancy Taxes .... Franchise Taxes Licenses and Permits Interest and Rentals 94% Intergovernmental from State Charges fOr Services Fines and Forfeitures Other Revenues 0% 30% 60% 90% 120% 150% 42% of Year Complete FY 2002/03 FY 2002/03 % of FY 200'1102 % of Total for Budget YTD Actual Budget YTD Actual FY 2001102 Property Taxes 9,892,843 666,400 7% 527,038 6% Sales Taxes 12,702,000 4,311,457 34% 4,432,533 35% Real Property Transfer Tax 415,000 130,314 31% 111,104 26% Transient Occupancy Taxes 858,000 268,370 31% 302,338 37% Franchise Taxes 1,493,900 307,415 21% 318,558 23% Licenses and Permits 1,622,404 1,368,582 84% 765,715 33% Interest and Rentals 1,373,538 1,284,594 94% 506,179 26% Intergovernmental 2,096,165 893,396 43% 811,337 41% Charges for Services 4,815,035 1,625,358 34% 1,697,904 38% Fines and Forfeitures 114,000 36,592 32% 47,782 40% Other Revenues 742,768 65,504 9% 286,999 58% Total General Fund Revenues 36,125,B53 10,957,982 30% 9,807,487 28% City of Dublin 2002-2003 YTD Expenses and Budget Comparison For the Period Ending November 30, 2002 Total General Fund lff~% Expenses 26% General Government 1333~ r 14% Police 6% Fire · 3% I 126% ~_~o% Other Public Safety 12% ~ · FY 2002/03 ~ ~7% [] FY 200i/02 Transportation 32% Health and Welfare ~ 28% Culture & Community Se~ces Cemmu~i~ 3 ~% ~e~elepme~t 13{ Capital ]repros. Projects 0% 20% 40% ~0% 80% ~ 00% 42% of Year Complete FY 2002~03 FY 2002103 % of FY 2001/02 % of Total for Budget YTD Actual Budget YTD Actual FY 2001102 General Government 4,393,521 1,590,722 36% 1,308,142 33% Police 7,876,674 333,001 4% 432,690 6% Fire 5,108,279 129,817 3% 1,239,179 26% Other Public Safety 313,858 31,188 10% 28,215 12% Transportation 1,337,221 354,770 27% 351,582 32% Health and Welfare 69,001 19,187 28% 6,545 13% Culture and Community Services 4,740,119 1,694,060 36% 1,407,913 35% Community Development 5,774,070 1,855,518 32% 1,657,346 36% Capital Improvement Projects 11,355,407 2,838,719 25% 1,727,321 30% Total General Fund Expenses 40,968,150 8,846,982 22% 8,158,933 26% General Fund Operating Expenses 29,612,743 6,008,263 20% 6,431,612 25% ATTACHMENT 2 CITY OF DUBLIN'S PRO FORMA FINANCIAL STATEMENTS FOR THE MONTH OF NOVEMBER 2002 Prepared by The Finance Department December 3, 2002 ATTACHMENT 3 CITY OF DUBLIN BALANCE SHEET FOR THE PERIOD ENDING 30Nov2002 GENERAL SPECIAL SPECIAL CAPITAL TRUST/ T 0 T A L S REVENUE REVENUE ASSESSMENT IMPROVEMENT AGENCY ---MEMORANDUM ONLY--- FUNDS FUNDS FUNDS FUNDS FUND CURRENT PRIOR ASSETS CASH (45,949.981) 1.437,833 283.645 38,421.303 17,489 (5.789.712) (22,080,354) CASH WITH FISCAL AGENT 171.289 171.289 167,304 AMOUNT HELD IN ESCROW 109,300 INVESTMENTS AT COST 89,048,617 89,048,617 86.170,632 RECEIVABLES: TAXES ACCOUNTS 138.985 357.705 496.691 157.651 INTEREST 542.48I 542.481 312,860 ASSESSMENTS DUE FROM OTHERS INVENTORY AT COST PREPAID ITEMS 14.215 14,215 12,044 FIXED ASSETS AMOUNT TO BE PROVIDED 1,553.500 1,553.500 1,652,500 TOTAL ASSETS 43.794.317 1.795,538 283.645 38,421.303 1,742,278 86.037.080 65,501,937 LIABILITIES/FUND EQUITY DEPOSITS FOR PRIVATE DEVEL (790.326) (790,326) (809.790) DEPOSITS FOR AB1600 FEES (84.624) (2,862.692) (3.947,317) (23.428.282) DEPOSITS OTHERS (909.196) (909,196) (401.353) PAYABLES: ACCOUNTS (152.753) (102,571) (52,236) (307.561) (679.107) INTEREST PAYROLL (400.795) (400,795) (326.780) DUE TO OTHERS (38.446) (38,446) (24.597) DEFERRED REVENUE (127.768) (127,768) (146.433) DEBT INSTRUMENTS PAYABLE (1.671.000) (1,671.000) (1.770.000) TOTAL LIABILITIES (2.503.907) (102,571) (3,914,929) (1.671.000) (8.192,407) (27.586.342) FUND BALANCES (41.290.409) (1.692,967) (283,645) (34.506,374) (71.278) (77,844,673) (37.915,595) TOTAL FUND E (41,290.409) (1,692,967) (282,645) (34,506.374) (71.278) (77,844.673) (37.915,595) TOTAL LIABILITIES/EQUITY (43,794,317) (1.795,528) (283',645) (38,421,303) (1.742.278) (86,037.080) (65.501.937) CITY OF DUBLIN BALANCE SHEET FOR THE PERIOD ENDING 30Nov2002 INTERNAL ENTERPRISE FIXED ASSETS GENERAL LONG T 0 T A L S SERVICE FUND GROUP OF TERM DEBT ---MEMORANDUM--- FUNDS ACCOUNTS ACCOUNT GROUP CURRENT PRIOR ASSETS CASH 6,370,207 (20) 6,370,187 5,617,126 CASH WITH FISCAL AGENT AMOUNT HELD IN ESCROW INVESTMENTS AT COST RECEIVABLES: TAXES ACCOUNTS INTEREST ASSESSMENTS DUE FROM OTHERS INVENTORY AT COST PREPAID ITEMS FIXED ASSETS 22,454,099 27,146,580 49,600,680 38,136,473 AMOUNT TO BE PROVIDED 41,183,864 41,183,864 41,566,827 TOTAL ASSETS 28,824,307 (20) 27,146,580 41,183,864 97,154,731 85,320,425 LIABILITIES/FUND EQUITY DEPOSITS FOR PRIVATE DEVEL DEPOSITS FOR AB1600 FEES DEPOSITS OTHERS PAYABLES: ACCOUNTS (1) INTEREST PAYROLL DUE TO OTHERS DEFERRED REVENUE DEBT INSTRUMENTS PAYABLE (41,183,864) (41,183,864) (41,566,827) TOTAL LIABILITIES (41,183,864) (41,183,864) (41,566,827) FUND BALANCES (28,824,307) 20 (27,146,580) (55,970,867) (43,753,597) TOTAL FUND E (28,824,307) 20 (27,146,580) (55,970,867) (43,753,597) TOTAL LIABILITIES/EQUITY (28,824,307) 20 (27,146,580) (41,183,864) (97,154,731) (85,320,425) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2002 THROUGH tl/30/2002 GENERAL REVENUE FUND CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ********************** PROPERTY TAXES 9,892,843.00 666,400.12 9,226 442.88 8,732,324.89 527,037.54 8,205,287.35 SALES TAX 12,702.000.00 4,311,457.30 8,390 542.70 12,813,111.10 4,432,532.98 8,380,578.12 REAL PROPERTY TRANSFER TAX 415,000.00 130,314.43 284 685.57 434,832.20 111.104.44 323,727.76 HOTEL TRANSIENT OCCUPANCY TAX 858,000.00 268 369.61 589 630.39 8t0,219.79 302,338.22 507,881.57 FRANCHISE TAXES 1,493,900.00 307 415.21 1,186 484.79 1,385,8t5.52 318,558.42 1,067,257.10 LICENSES & PERMITS 1,622,404.00 1,368 581.71 253 822.29 2,327,250.77 765,715.34 1,561,535.43 FINES & FORFEITURES 114,000.00 36 591.65 77 408.35 118,190.93 47,781.56 70,409.37 USE/MONEY & PROP-INTEREST 1,244,226.00 1,241 338.44 2 887.56 1.843,673.66 475,529.48 1,368.144.18 USE/MONEY & PROP-RENTALS 129,312.00 43 255.29 86,056.71 85,936.82 30,649.60 55,287.22 INTERGOVERNMENTAL 2,096,165.00 893 395.99 1,202~769.01 1,992,383.50 811,337,37 1,181,046.13 CHARGES FOR SERVICES 4,815,035.00 1,625 358.30 3,189,676.70. 4,464,259.66 1,697,904.25 2,766,355.41 OTHER SOURCES OF REVENUE 742,768.00 65 503.60 677,264.40' 493,722.65 286,999.48 206,723.17 TOTAL REVENUE 36,125,653.00 10.957 981.65 25,167,671.35 35,501,721.49 9,807,488.68 25,694,232.81 ************************** GENERAL GOVERNMENT ACTIVITIES: CITY COUNCIL 212,932.00 68,459.14 144.472.86 217.946.55 80,860.35 137,086.20 CITY MANAGER 739,518.00 278,449.32 461,068.68 560,359.16 186,086.98 374,272.18 CENTRAL SERVICES 319,600.00 104,648.19 214,951.81 297,049.71 109,653.00 187,396.71 CITY ATTORNEY 659,076.00 372,976.34 286,099.66 764,484.52 233,953.16 530,531.36 ADMIN SERVICES 1.038,223.00 375,932.98 662,290.02 922,865.72 358,947.02 563,918.70 BUILDING MANAGEMENT 731,567.00 235,914.73 495,652.27 657,327.17 195,382.03 461.945.14 INSURANCE COST CENTER 386,665.00 153,538.36 233,126.64 385,395.68 133,251.70 252,143.98 ELECTIONS COST CENTER 20,940.00 803.24 20,136.76 14,507.57 7.50 14,500.07 NON-DEPARTMENTAL 285,000.00 285,000.00 109,981.56 10,000.00 99,981.56 ACTIVITY TOTAL 4,393,521.00 1,590,722.30 2,802,798.70 3,929,917.64 1,308,141.74 2,621,775.90 PUBLIC SAFETY POLICE 7,876.674.00 333,000.91 7,543,673.09 6,668,234.72 432,690.23 6,235,544.49 CROSSING GUARDS 71,462.00 11,636.50 59,825.50 56,677.08 10,478.65 46,198.43 ANIMAL CONTROL 181,437.00 t81,437.00 138,935.98 138,935.98 DISASTER PREPAREDNESS 60,959.00 19,551.19 ' 41,407.81 46,012.48 17,735.86 28,276.62 FIRE SERVICES 5,108,279.00 129,816.90 4,978.462.10 4,698,607.54 1,239,179.37 3,459,428.17 ACTIVITY TOTAL 13,298,811.00 494,005.50 12,804,805.50 11,608,467.80 1,700,084.11 9,908,383.69 TRANSPORTATION PUBLIC WORKS 616,631.00 206,637.91 409,993.09 557,207.53 209,075.60 348,131.93 STREET MAINTENANCE 10,427.00 . 194.78 10,232.22 6,406.00 510.15 5,895.85 STREET SWEEPING 132,100.00 28,773.00 103,327.00 132,383.34 42,888.38 89.494.96 STREET TREE MAINTENANCE 70,337.00 14,519.99 55,817.01 51,079.02 10,111.06 40,967.96 STREET LANDSCAPING MAINTENAN 507,726.00 104,644.41 403,081.59 347,022.86 88,996.51 258,026.35 ACTIVITY TOTAL 1,337,221.00 354,770.09 982,450.91 1,094,098.75 351,581.70 742,517.05 HEALTH & WELFARE WASTE MANAGEMENT 8,242.00 3,539.00 4,703.00 1,807.38 46.38 1,761.00 THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2002 THROUGH 11/30/2002 GENERAL REVENUE FUND CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE CHILD CARE 15,000.00 4,211.00 10,789.00 15,000.00 2,599.00 12,401.00 SOCIAL SERVICES 6,000.00 6,000.00 HOUSING PROG~MS 39,759,00 5,436.78 34,322.22 35,209.87 3,900.00 31.309.87 ACTIVITY TOTAL 69,001.00 19.186.78 49,814.22 52,017.25 6,545.38 45,471.87 CULTURE & LEISURE SERVICES LIBRARY SERVICES 496,219.00 119,829.50 376,389.50 376,276.00 100,18t.25 276.094.75 CULTURAL ACTIVITIES 137,153.00 69,792.93 67,360.07 119,409.29 80,619.87 38.789.42 HERITAGE CENTER 90,771.00 31,890.84 58,880.16 69,08t.56 20,217.04 48,864.52 DUBLIN CEMETERY 37,418.00 8 972.84 28,445.16 30,077.98 7,532.50 22,545.48 PARK MAINTENANCE 1,263,230.00 372 834.62 890,395.38 1,086,713.48 277,920.80 808,792.68 COMMUNITY TV 70,906.00 66 317.72 4,588.28 80,087.02 56,957.00 23,130.02 RECREATION ADMIN 453,444.00 163 730.34 289,713.66 374,416.72 124,322.27 250 094.45 PLAYGROUNDS 261,690.00 89 668.44 172,021.56 207,515.47 81,766.71 125 748.76 SHANNON CENTER 270,182.00 97 118,44 173,063.56 250,834.31 83,690.19 167 144.12 PRESCHOOL 79,421.00 29 552.07 49,868.93 57,470.25 21,632,85 35 837.40 TEENS PROGRAM 113,854.00 35 796.87 78.057.13 106,183.40 39 294,51 66 888.89 ADULT SPORTS 95,061.00 38 261.42 56,799.58 76,886.84 30 224.21 46 662.63 YOUTH SPORTS 96,743.00 32 489.63 64,253.37 82,402.67 26 883.1t 55 519.56 COMMUNITY GYM 35,167.00 9 170.61 25,996.39 23,572.33 5 762.50 17 809.83 SPECIAL EVENTS 349,589.00 157 947.82 191,641.18 314,735.18 148 766.82 t65 968.36 SENIOR CENTER 190,215.00 62,346.35 127,868.65 146,824.25 52 080.48 94,743.77 RECREATION INSTRUCTION 143,005.00 68,090.79 74,914.21 145,812.50 58 864.10 86.948.40 AQUATICS 332,691.00 162,335.86 170,355.14 322,391.18 147 937.41 174,453.77 PARKS/FACILITIES MANAGEMENT 223,360.00 77,913.22 145,446.78 142,041.19 43 259.00 98,782.19 ACTIVITY TOTAL 4,740.119.00 t,694,060.31 3,046,058.69 4,012,731.62 1,407,912.62 2,604,819.00 COMMUNITY DEVELOPMENT PLANNING 2,011,188.00 595,919.71 1,415.268.29 1,486.541.67 545,651.10 940,890.57 BUILDING SAFETY 1,563,701.00 458,747.30 1,104,953.70 1,276,343.20 450,697.97 825,645.23 ENGINEERING 1,902,477'.00 649,833,36 1,252,643.64 1,609,544.48 523,533.01 1,086,011.47 ECONOMIC DEVELOPMENT 296,704.00 151,017.51 145,686.49 '271,222.90 137,463.91 133,758.99 ACTIVITY TOTAL 5,774,070.00 1,855,517.88 3,918,552.t2 4,643,652.25 1,657,345.99 2,986,306.26 CAPITAL IMPROVEMENT PROJECTS GENERAL CIP PROJECTS 6,952,517.30 2,584,388.98 4,368,128.32 4,582,889.35 1,393,128.57 3,189,760.78 COMMUNITY IMPROVEMENTS 1,814,645.00 134,182.95 1,680,462.05 273,283.82 41,433.78 231,850.04 PARKS 1,591,426.00 71,228.95 1.520,197.05 351,854.08 68,486.81 283,367.27 STREET CONSTRC/IMPROVEMENTS 996,819.00 48,917.62 947,901.38 580,008.92 224,271.53 355,737.39 ACTIVITY TOTAL 11,355,407.30 2,838,718.50 8,5'16,688.80 5,788,036.17 1,727,320.69 4,060,715.48 TOTAL EXPENDITURES 40,968,150.30 8,846,981.36 32,121,168.94 31,128,921.48 8,158,932.23 22,969,989.25 EXCESS REVENUE (EXPENDITURES) (4,842,497.30) 2,111.000.29 (6,953.497.59) 4,372.800.01 1,648,556.45 2,724,243.56 TRANSFERS IN FROM OTHER FUNDS 16,784.89 16,784.89 TRANSFERS OUT FROM OTHER FUNDS REVENUES OVER(UNDER) EXPENDITURES (4,842,497.30) 2,1t1,000.29 (6,953,497.59) 4,389,584.90 1,648,556.45 2,741,028.45 THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2002 THROUGH 11/30/2002 SPECIAL REVENUE FUNDS CURRENT 'CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D, VARIANCE ************************ PROPERTY TAXES 93,610.00 93,610.00 91.099.68 91,099.68 SALES TAX/OTHER TAXES 317,700.00 134,667.17 183,032.83 206,812.62 65,903.71 140 908.91 FINES & FORFEITURES 153,000.00 29,196.64 113,803.36 149,023.41 32.069.83 116 953.58 USES/MONEY & PROPERTY 50,995.00 50.995.00 135.432.87 135 432.87 INTERGOVERNMENTAL FROM STATE 4,516,742.00 1,348,550.84 3,168.191.16 1,601,090.43 431,032.92 1,170 057.51 INTERGOVERNMENTAL FROM COUNTY 240,909.00 52,711.25 188,197.75 241,589.50 54,082.00 187 507.50 INTERGOVERNMENTAL FROM FEDE~L '242,461.00 60,723.72 181,737.28 778,796.26 20,195.00 758 601.26 CHARGES FOR SERVICES 885,779.00 885,779.00 865,790.08 865 790.08 OTHER SOURCES OF REVENUE 5,000.00 5,000.00 30,997.14 7,570.13 23 427.01 TOTAL REVENUE 6,506,196.00 1,635,849.62 4,870,346.38 4,100,631.99 610,853.59 3.489 778.40 ************************** PUBLIC SAFETY: POLICE 205,727.00 26,485.12 179,241.88 377,390.52 70,696.20 306,694.33 TRAFFIC SIGNALS & STREET LTG 145~900.00 37,600.70 108,299.30 145,399.20 18.294.76 127,104.44 FIRE SERVICES 213,873.00 254.88 213.618.12 193,800.29 55.413.89 138,386.40 ACTIVITY TOTAL 565,500.00 64,340.70 501,159.30 716,590.02 144,404.85 572,185.17 TRANSPORTATION: STREET MAINTENANCE 219,619.00 37.344.14 182,274.86 209,801.34 20,430.16 189,371.18 STREET SWEEPING ACTIVITY TOTAL 219,6t9.00 27,344.14 182,274.86 209,801.34 20,430.16 189,371.18 HEALTH & WELFARE: WASTE MANAGEMENT 1,079,569.00 260.68 1,079,308.32 1.030,807.37 4,124.70 1,026,682.67 SOCIAL SERVICES 28,427.00 4,397.11 24,029.89 7,500.00 1,875.00 5,625.00 HOUSING PROGRAMS 9.999.54 2,496.40 7,503.14 ACTIVITY TOTAL 1,107,996.00 4,657.79 1,103,338.21 1,048,306.91 8,496.10 1,039,810.81 COMMUNITY DEVELOPMENT: ENGINEERING 6,000.00 209.50 5,790.50 6,000.00 1,001.00 4,999.00 ACTIVITY TOTAL 6,000.00 209.50 5,790.50 6,000.00 1,001.00 4.999.00 CAPITAL IMPROVEMENT PROJECTS: GENERAL CIP PROJECTS COMMUNITY PROJECTS 36,782.00 36,782.00 73,425.55 18,688.96 54,736.59 PARKS 426,095.00 426,095.00 STREET CONSTRUCTION/IMPROVEMENT 4,838,395.00 1,498,516.80 3,339.878.20 2,259.994.81 722,277.75 1,537,717.06 ACTIVITY TOTAL 5,301.272.00 1,498,516.80 3,802,755.20 2,333,420.36 740,966.71 1,592,453.65 T 0 T A L EXPENDITURES 7,200,387.00 1.605,068.93 5.595,318.07 4,314,t18.63 9t5.298.82 3,398,819.81 EXCESS <REVENUE>EXPENDITURE 694,191.00 (30,780.69) 724,971.69 213,486.64 304,445.23 (90,958.59) TRANSFER IN FROM OTHER FUNDS TRANSFERS OUT TO OTHER FUNDS 849,931.16 (849,931.16) 16,784.89 16,784.89 EXCESS <REVENUE> EXPENDITURE 694,191.00 819,150.47 (124,959.47) 230,271.53 304,445.23 (74,173.70) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2002 THROUGH 11/30/2002 SPECIAL ASSESSMENT FUNDS CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ************************ SPECIAL BENEFITS ASSESSMENTS 536,$64.00 (264.03) 536,628.03 431,564.21 431,564.21 USES/MONEY & PROP-INTEREST 13,888.00 13,888.00 20,738.74 20,738.74 OTHER SOURCES OF REVENUE 4,000.00 5,070.54 (1,070.54) 1,995.50 1,995.50 TOTAL REVENUE 554,252.00 4.806.51 549,445.49 454,298.45 454,298.45 ************************** PUBLIC SAFETY: TRAFFIC SIGNALS & STREET LIG 274,300.00 61,419.22 212,880.78 198.t38.51 50,500.90 147,637.61 ACTIVITY TOTAL 274,300.00 61,419.22 212,880.78 198,138.51 50,500.90 147,637.61 TRANSPORTATION PUBLIC WORKS 4,754.00 587.65 4,t66.35 3,277.32 1,445.63 1,831.69 STREET TREE MAINTENANCE 15,944.00 5,514.82 10,429.18 7,713.24 2,713.14 5.000.10 STREET LANDSCAPE MAINTENANCE 292,861.00 93,494.49 199,366.51 231,458.34 54,850.75 176,607.59 ACTIVITY TOTAL 313.559.00 99,596.96 213,962.04 242,448.90 59,009.52 183,439.38 COMMUNITY DEVELOPMENT ENGINEERING 16,250.00 4,335.84 1t,914.16 20.071.01 10,220.76 9,850.25 ACTIVITY TOTAL 16,250.00 4,335.84 11,914.16 20,071.01 10,220.76 9,850.25 CAPITAL IMPROVEMENT PROJECTS: COMMUNITY IMPROVEMENTS STREET CONSTRUCTION/IMPRVMNT 102,000.00 102,000.00 ACTIVITY TOTAL 102,000.00 102,000.00 T 0 T A L EXPENDITURES 706,109.00 165,352.02 540,756.98 460,658.42 119731.18 340,927.24 EXCESS <REVENUE>EXPENDITURE 151,857.00 160,545.51 (8,688.51) 6,359.97 119,731.18 (113,371.21) EXCESS <REVENUe>EXPENDITURE 151,857.00 160,545.51 (8,688.51) 6,359.97 119,731.18 (t13,371.21) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2002 THROUGH 11/30/2002 CAPITAL IMPROVEMENT FUNDS CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE *********************** USES/MONEY & PROP-INTEREST 1,104,085.00 1,104,085.00 1,743,568.68 1,743,568.68 OTHER SOURCES OF REVENUE 11,180,405.00 11,180,405.00 19,685,683.29 19,685.683.29 TOTAL REVENUE: t2,284,490.00 12,284,490.00 21,429,251.97 21,429,251.97 ************************** GENERAL GOVERNMENT ACTIVITIES: CITY ATTORNEY 12,950.00 3,964.92 8,985.08 ACTIVITY TOTAL 12,950.00 3,964.92 8,985.08 PUBLIC SAFETY: TRANSPORTATION: HEALTH & WELFARE: HOUSING PROGRAMS 214,797.00 43,133.02 171,663.98 96,133.06 1,684.60 94,448.46 CULTURE & LEISURE SERVICES: RECREATION ADMINISTRATION ACTIVITY TOTAL COMMUNITY DEVELOPMENT PLANNING 2,561.31 (2,561.31) 8,585.61 8,049.60 536.01 ACTIVITY TOTAL 2,561.31 (2,56t.31) 8,585.61 8,049.60 536.01 CAPITAL IMPROVEMENT PROJECTS GENERAL CIP PROJECTS 10,722,986.43 1,132,664.35 9,590,322.08 4,324,162.75 202,193.84 4,121,968.91 COMMUNITY IMPROVEMENTS PARKS 3,4t6,077.00 662,833.95 2,753,243.05 125,589.57 125,589.57 STREET CONSTRUCTION/IMPROVEMENT t9,770,575.00 3,967,236.46 15,803,338.54 4,085,145.94 1,353,394.86 2,731,751.08 ACTIVITY TOTAL 33,909,638.43 5,762,734.76 28,146,903.67 8,534,898.26 1,555,588.70 6,9791309.56 T 0 T A L EXPENDITURES 34,137,385,43 5,812,394.01 28,324,991.42 8,639,616.93 1,565,322.90 7,07&,294~03 EXCESS <REVENUE>EXPENDITURE 21,852,895.43 5,812,394.01 16,040,501.42 (12,789,635.04) 1,565,322.90 (14,354,957.94) TRANSFER IN FROM OTHER FUNDS T~NSFERS OUT TO OTHER FUNDS EXCESS <REVENUE>EXPENDITURE 21,852,895.43 5,812,394.01 16,040,501.42 (12,789,635.04) 1,565,322.90 (14,354,957.94) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2002 THROUGH 11/30/2002 TRUST/AGENCY FUND CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE' FISCAL YEAR Y.T.D. .VARIANCE ************************ SPECIAL ASSESSMENTS 237.264.42 237,264.42 USES/MONEY & PROP-INTEREST 767.13 (767,13) 8,099.29 490.25 7,609.04 TOTAL REVENUE 767.13 (767.13) 245,363.71 490.25 244,873.46 ************************** GENERAL GOVERNMENT ACTIVITIES: NON-DEPARTMENTAL 229,828.00 170,019.80 59,808.20 233,733.39 167,544.06 66,189.33 ACTIVITY TOTAL 229,828,00 170,019,80 59,808.20 233,733.39 167.544.06 66,189.33 PUBLIC SAFETY: TPJNNSPORTATION: HEALTH & WELFARE: CULTURE & LEISURE SERVICES: COMMUNITY DEVELOPMENT: CAPITAL IMPROVEMENT PROJECTS T 0 T A L EXPENDITURES 229,828.00 170,019.80 59,808.20 233,733.39 167,544.06 66,189.33 EXCESS <REVENUE>EXPENDITURE 229,828.00 169,252.67 60.575.33 (11,630.32) 167,053.81 (178,684.13) EXCESS <REVENUE>EXPENDITURE 229,828.00 169,252.67 60,575.33 (i1.630,32) 167,053.81 (178,684.13) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2002 THROUGH 11/30/2002 INTERNAL SERVICE FUNDS CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ************************ USES/MONEY & PROP-INTEREST 227,059.00 227,059.00 262,597.72 262,597.72 CHARGES FOR SERVICES 1,367,268.00 440,245.82 927,022.18 1,103,647.14 467.978.50 635,668.64 OTHER SOURCES OF REVENUE 20,000.00 13,560.00 6.440.00 22,267.13 12,802.54 9,464.59 TOTAL REVENUE 1,6t4,327.00 453,805.82 1,160,521.18 1,388,511.99 480,781.04 907,730.95 ************************** GENEP. AL GOVERNMENT ACTIVITIES NON-DEPARTMENTAL 1.741,280.00 384,347.07 1,356,932.93 1,092,881.67 232,239.66 860,642.01 ACTIVITY TOTAL 1,741,280.00 384,347.07 1,356,932.93 1,092,,881.67 232.239.66 860,642.01 PUBLIC SAFETY: FIRE 5t,818.00 12,478.21 39,339.79 41.899.88 41,899.88 ACTIVITY TOTAL 51,818.00 12,478.21 39,339.79 41,899.88 41,899.88 TRANSPORTATION: HEALTH & WELFARE: CULTURE & LEISURE SERVICES COMMUNITY DEVELOPMENT: CAPITAL IMPROVEMENT PROJECTS: T 0 T A L EXPENDITURES 1,793.098.00 396,825:28 1,396.272.72 1,134,781.55 232,239.66 902,541.89 EXCESS <REVENUE>EXPENDITURE 178,771.00 (56,980.54) 235,751.54 (253.730.44) (248,541.38) (5,189.06) TRANSFER IN FROM OTHER FUNDS TRANSFERS OUT TO OTHER FUNDS EXCESS <REVENUE>EXPENDITURE 178,771.00 (56,980.54) 235,751.54 (253,730.44) (248,541.38) (5,189.06) THE CITY OF DUBLIN STATEMENT SHOWING REVENUES VERSUS EXPENDITURES FOR THE PERIOD 07/01/2~02 THROUGH 11/30/2002 ENTERPRISE FUND CURRENT CURRENT PRIOR PRIOR BUDGET ACTUAL VARIANCE FISCAL YEAR Y.T.D. VARIANCE ************************ USES/MONEY & PROP-INTEREST TOTAL REVENUE *************************** GENERAL GOVERNMENT ACTIVITIES NON-DEPARTMENTAL 20.00 (20,00) FINANCE ACTIVITY TOTAL 20,00 (20,00) PUBLIC SAFETY: HEALTH & WELFARE: CULTURE & LEISURE SERVICES COMMUNITY DEVELOPMENT: CAPITAL IMPROVEMENT PROJECTS: T 0 T A L EXPENDITURES 20,00 (20.00) EXCESS <REVENUE>EXPENDITURE 20,00 (20,00) TRANSFERS IN FROM OTHER FUNDS TRANSFERS OUT TO OTHER FUNDS EXCESS <REVENUE>EXPENDITURE 20,00 (20.00)