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HomeMy WebLinkAbout2021 10-04 FCAC IT Y C O UNC I L/F INANC I AL C O M M IS S IO N M E E T I NG V I RT UA L meeting being conducted by electronic means in accordance with Minnesota S tatutes, section 13D.021 P ublic portion available for connection via telephone Dial: 1-312-626- 6799 Meeting I D: 85983453489# Passcode: 083211# October 4, 2021 AGE NDA 1.Call to Order - 6:30 p.m. The City Council requests that attendees turn off cell phones and pagers during the meeting. A copy of the full City C ounc il packet is available to the public . The packet ring binder is loc ated at the entrance of the council chambers. 2.Roll Call 3.Approval of Agenda 4.S pecial Revenue F unds, Debt S ervice and Internal S ervice Fund Budget Review a.Special Revenue, Debt S ervice, and Internal Service F und Budget Review - It is recommended that the City Council and Financial Commission consider providing direction to staff regarding Special Revenue, Debt Service and Internal Service Funds. 5.Future Budget Discussions a.October 18, 2021-Worksession - Enterprise/Utilities F unds b.December 6, 2021 - Public Hearing & Budget Adoption 6.Adjourn COU N C IL ITEM MEMOR ANDUM DAT E:10/4/2021 TO :Dr. R eggie Edwards , C ity Manager T HR O UG H:N/A F R O M:Andy S plinter, Interim F inanc e Direc tor S UBJ EC T:S pec ial R evenue, Debt S ervic e, and Internal S ervice F und Budget R eview Background: S pecial Revenue F unds S pecial R evenue funds ac count for revenue that must be committed for spec ific activities . Special R evenue funds of the City include: 1. HR A/EDA – F unded through the HR A levy, the EDA initiates programs and fac ilitates redevelopment opportunities and promotes public and private investment into commerc ial, indus trial, and residential redevelopment. T he programs are supported by s taff from the C ommunity Development department. 2. Tax Inc rement (T I F ) F unds – T he funds have the authority to collec t tax increments which are used for various redevelopment projec ts within the C ity and for debt s ervic e payments of bonds which were is s ued for the s ame purpos e. T I F District #2 (Earle Brown) – Was us ed as the primary financ ing tool for the redevelopment of the Earle Brown Terrac e and Earle Brown C ommons s enior res idential projec ts. T he Dis tric t was decertified in 2011, however the fund continues to remain open in order to track repayment of loans made to T I F Dis tric t #5. As of December 31, 2020, the fund had a c as h balanc e of $932,394 and $351,021 of advanc ed funds remained outs tanding. T I F District #3 – Debt was is s ued in 2004 (refinanc ed in 2015), 2008 and 2013 to financ e redevelopment projects including the acquis ition and demolition of various properties. T he C ity received it's final T I F dis tributions in 2021. O f the T I F R evenue c ollected 15 percent must be allocated to the C ity’s housing fund, which c arried a balanc e at year end 2020 of $1,755,408. T he decertification date of the dis tric t is Dec ember 31, 2021. We are projecting a year-end c as h balanc e of $7.4 million. T he balance will be utilized in future years for strategic land acquis ition, predevelopment of the O pportunity S ite, and O pportunity S ite infras tructure. T I F District #5 (S hingle C reek C rossing) – P rovides financ ing for the S hingle C reek C rossing redevelopment. As of December 31, 2020 had a cash balance of $547,262, an advanc e outs tanding of $356,953 with T I F Dis tric t #2 and bonds outs tanding of $2.965 million. F or 2022, the fund has budgeted T I F revenues of $500,140, debt payments are $352,011, the repayment on the advanc e is $98,580. T he decertification date of the dis tric t is Dec ember 31, 2029. T I F District #6 (T he S anc tuary) – P rovides financ ing for the S anctuary development. T he district received tax inc rement in 2020 of $178,535. T he financing is provided “pay as you go” with the payment equal to 97.5% of the tax inc rements c ollected in the dis tric t beginning in 2019. T he decertification date of the dis tric t is Dec ember 31, 2043. T I F District #7 (O pportunity S ite) – T his T I F district includes the O pportunity S ite including HO M F urniture. T he improvements to the HO M F urniture site are currently generating inc rement but P ay as you G o financ ing or other debt has not been is s ued at this time. 3. P olice F orfeitures – Ac counts for forfeiture funds related to alcohol or drug c rimes . As of S eptember 30, 2021 the available balanc e of the fund is $37,755 T here are no planned uses of remaining funds for 2022. 4. NW C able C ommunications G rant – Ac counts for the NW C able C ommunic ations G rant and related expens es . As of S eptember 30, 2021 the fund had a balance of $144,387. In 2017, the C ity utilized acc umulated funds for the C ity C ouncil C hambers remodel projec t. T he C ity rec eives approximately $40,000 per year in grant funding. 5. C enterbrook G olf C ourse – T he C enterbrook G olf C ourse was moved from an Enterprise F und to a S pecial R evenue F und on 12/31/2018. As of 12/31/2020, the fund had a c as h deficit of $192,351. T he fund ac counts for the ac tivities of the golf cours e whic h is primarily funded through user fees , the 2022 budget inc ludes $297,000 of operating revenues and a G eneral F und transfer of $80,000. I nternal Service Funds Internal S ervice funds ac count for s ervic es provided to other departments of the C ity on a cost reimburs ement bas is . 1. C entral G arage – P rovides c entralized management of fuel, preventative maintenance, repair and replacement of C ity vehicles and equipment. F unding is provided through c harges to individual departments. In 2022, $1,046,500 in vehic les and equipment are s cheduled to be replac ed. Debt Service F unds Debt S ervic e funds are us ed to ac count for and report financial res ourc es that are res tric ted, c ommitted or as s igned to expenditure for principal, interest and other charges related to long-term debt. 1. G eneral O bligation Improvement Bonds - Establis hed to acc umulate the c ollections of spec ial as s es s ments whic h were levied on the property owners who benefited from improvements that were cons tructed with the proceeds of this bond. In addition to spec ial assessment funds , the 2013, 2015, 2016, 2017, 2018, 2019, 2020, and 2021 G O Improvement Bonds are partially repaid from property tax levy dollars. 2. G eneral O bligation Tax Inc rement Bonds – Establis hed to acc ount for the collec tion of tax-inc rement generated revenues, whic h are annually trans ferred from Tax Inc rement funds. T he bonds were is s ued to finance various redevelopment projec ts within the C ity. 3. Utility R evenue Bonds – T hes e bonds are repaid from utility us er fees directly from their res pective utility funds (not included as debt s ervic e funds). T he C ity issued Utility R evenue Bonds in 2010, 2015, 2016, 2017, 2018, 2019, 2020 and 2021 to finance utility improvements . T he C ity is proposing a debt issue for 2022 related primarily to infras tructure improvements for Woodbine Improvements (neighborhood recons truction project). T he debt would be repaid from a combination of utility revenues and property tax levies. T he breakdown of the propos ed debt issue for 2022 is as follows : F und (R evenue S ourc e)Amount S treet R econs truction (tax levy)1,910,000 Water (user fees )3,800,000 S ewer (us er fees)1,600,000 S torm Drainage (user fees )940,000 Total $8,250,000 T he annual debt payments would be c ompris ed of an es timated $200,000 of property tax levy, beginning in 2023 S trategic Priorities and Values: Enhanc ed C ommunity Image, R es ident Ec onomic S tability, Inc lusive C ommunity Engagement, Targeted R edevelopment, S afe, S ec ure, S table C ommunity, Key Transportation Inves tments AT TAC HME N T S: Desc ription Upload Date Type S pec ial R evenue Budgets 9/29/2021 Exhibit Debt S ervice Budgets 9/29/2021 Exhibit C entral G arage Budgets 9/29/2021 Exhibit G arage planned replac ements 9/29/2021 Exhibit EDA P P T 10/5/2021 P res entation EBHC P P T 10/5/2021 P res entation 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 46321 - HRA FUND REVENUES 4101 - CURRENT AD VALOREM TAXES 343,364$ 376,446$ 208,806$ 405,069$ 452,913$ 11.81% 4120 - DELINQUENT AD VALOREM TAXES 1,698 1,334 471 - - 0.00% 4154 - PENALTIES & INT-DELINQ TAXES (22) (63) - - - 0.00% TOTAL TAXES 345,040 377,717 209,277 405,069 452,913 11.81% TOTAL REVENUES 345,040 377,717 209,277 405,069 452,913 11.81% EXPENDITURES 6481 - EDA FUND TRANSFER 344,273 377,609 - 405,069 452,913 11.81% TOTAL TRANSFERS OUT 344,273 377,609 - 405,069 452,913 11.81% TOTAL BUSINESS UNIT EXPENSES 344,273 377,609 - 405,069 452,913 11.81% NET CHANGE IN FUND BALANCE 767$ 108$ 209,277$ -$ -$ 0.00% HOUSING & REDEVELOPMENT AUTHORITY (HRA) FUND - 20200 SPECIAL REVENUE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 46310 - DEVELOPMENT/RE-DEVELOPMENT REVENUES 4359 - OTHER STATE GRANTS/AID -$ -$ -$ -$ -$ 0.00% 4362- COUNTY GRANTS/AID 19,245 - - - - 0.00% 4373 - OTHER GRANTS/AID - - - - - 0.00% TOTAL INTERGOVERNMENTAL 19,245 - - - - 0.00% 4603 - INTEREST EARNINGS 24,890 29,660 20,692 16,076 10,900 -32.20% 4605 - UNREALIZED INVESTMENT GAIN/LOSS (6,553) 13,800 - - - 0.00% TOTAL INVESTMENT EARNINGS 18,337 43,460 20,692 16,076 10,900 -32.20% 4606 - OTHER REVENUE 4,477 3,309 19,650 75,000 - -100.00% TOTAL MISCELLANEOUS 4,477 3,309 19,650 75,000 - -100.00% 4915 - TRANSFERS IN 344,273 377,609 - - - 0.00% 4915.3 - TRANSFERS IN FROM HRA FUND - - - 405,069 452,913 11.81% TOTAL TRANSFERS IN 344,273 377,609 - 405,069 452,913 11.81% TOTAL REVENUES 386,332 424,378 40,342 496,145 463,813 -6.52% EXPENDITURES 6101 - WAGES & SALARIES-FT EMPLOYEES 162,672 185,586 108,232 243,686 248,127 1.82% 6102 - OVERTIME-FT EMPLOYEES - - - - - 0.00% 6103 - WAGES-PART TIME EMPLOYEES 25,626 10,885 1,611 7,201 6,080 -15.57% 6104 - OVERTIME-PART TIME EMPLOYEES - 11 - - - 0.00% 6111 - SEVERANCE PAY - - - - - 0.00% 6122 - PERA COORDINATED PLAN 10,191 14,736 8,238 18,817 19,065 1.32% 6125 - FICA - SOCIAL SECURITY 8,170 11,952 6,479 15,554 15,761 1.33% 6126 - FICA - MEDICARE 1,910 2,796 1,515 3,638 3,685 1.29% 6131 - CAFETERIA PLAN CONTRIBUTIONS 14,384 - - 37,828 39,590 4.66% 6151 - WORKER'S COMP INSURANCE 1,097 1,433 932 1,807 1,983 9.74% TOTAL PERSONAL SERVICES 224,050 227,399 127,007 328,531 334,291 1.75% 6201 - OFFICE SUPPLIES - - - - - 0.00% 6219 - GENERAL OPERATING SUPPLIES 280 - - - - 0.00% 6243 - MINOR COMPUTER EQUIPMENT 1,718 - 244 2,500 2,500 0.00% TOTAL SUPPLIES 1,998 - 244 2,500 2,500 0.00% 6301 - ACCTG, AUDIT & FIN'L SERVICES 1,982 2,736 2,555 3,000 3,000 0.00% 6302 - ARCH, ENG & PLANNING 3,190 7,393 15,476 25,000 10,000 -60.00% 6303 - LEGAL SERVICES 18,211 6,690 4,874 5,000 5,000 0.00% 6307 - PROFESSIONAL SERVICES 48,907 67,190 139,000 82,000 147,500 79.88% 6321 - TELEPHONE/PAGERS 899 651 298 3,960 1,000 -74.75% 6331 - TRAVEL EXPENSE/MILEAGE - 3,027 12 300 300 0.00% 6333 - FREIGHT/DRAYAGE - - - 100 - -100.00% 6342 - LEGAL NOTICES 681 173 - 100 - -100.00% 6351 - PRINTING - - - 100 - -100.00% 6361 - GENERAL LIABILITY INSURANCE - - 859 - - 0.00% 6381 - ELECTRIC - - - - - 0.00% 6383 - WATER - - - - - 0.00% 6384 - REFUS DISPOSAL 12 - - - - 0.00% 6385 - SEWER 82 - - 200 200 0.00% 6386 - STORM SEWER 17,027 16,518 12,760 15,000 15,000 0.00% 6389 - STREET LIGHTS 2,365 2,192 1,644 2,200 2,200 0.00% 6403 - BUILDINGS AND FACILITIES MAINTENANCE SERVICES - - 7,185 - - 0.00% 6405 - PARK & LANDSCAPE SERVICES 12,145 2,462 1,846 10,000 5,000 -50.00% 6406 - MULTI-FUNCTION MTNCE 1,873 299 - 2,000 2,000 0.00% 6409 - OTHER REPAIR & MAINT SVCS - - - - - 0.00% 6421 - SOFTWARE LICENSE - 722 - - - 0.00% 6423 - LOGIS CHARGES 3,589 3,752 2,226 3,926 4,044 3.01% 6432 - CONFERENCES AND SCHOOLS 1,164 2,966 1,212 4,700 3,500 -25.53% 6433 - MEETING EXPENSES 81 368 440 500 500 0.00% 6434 - DUES & SUBSCRIPTIONS 10,772 7,701 7,239 11,000 11,000 0.00% 6441 - LICENSES, TAXES & FEES - 3,531 58 7,100 7,100 0.00% 6449 - OTHER CONTRACTUAL SERVICE 19,245 - 86,350 - 260,000 100.00% 6496 - LOSS ON DISPOSAL - - - - - 0.00% 6498 - INTERFUND EXPENSE ALLOCATION (124,049) (199,948) - (120,350) (187,197) 55.54% TOTAL PROFESSIONAL SERVICES 18,176 (71,577) 284,034 55,836 290,147 419.64% ECONOMIC DEVELOPMENT AUTHORITY (EDA) FUND - 20300 SPECIAL REVENUE FUND 6461 - FUEL CHARGES 692 567 613 496 600 20.97% 6462 - FIXED CHARGES 862 653 452 603 3,264 441.29% 6463 - REPAIR & MAINT CHARGES 704 590 429 620 700 12.90% 6465 - REPLACEMENT CHARGES 2,010 2,050 1,537 2,050 2,200 7.32% TOTAL CENTRAL GARAGE CHARGES 4,268 3,860 3,031 3,769 6,764 79.46% 6510 - LAND 4,800 - - - - 0.00% TOTAL CAPITAL OUTLAY 4,800 - - - - 0.00% 6471 - ADMINISTRATIVE SERVICE TRANSFER 84,453 84,453 63,339 84,452 118,180 39.94% TOTAL TRANSFERS OUT 84,453 84,453 63,339 84,452 118,180 39.94% TOTAL BUSINESS UNIT EXPENSES 337,745 244,135 477,655 475,088 751,882 58.26% NET CHANGE IN FUND BALANCE 48,587$ 180,243$ (437,313)$ 21,057$ (288,069)$ -1468.04% 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 42190 - STATE FORFEITURES-DRUG REVENUES 4506 - STATE FORFEITURE REVENUE 21,208 3,293 (410) 5,000 5,000 0.00% TOTAL FINES & FORFEITURES 21,208 3,293 (410) 5,000 5,000 0.00% 4603 - INTEREST EARNINGS 1,112 978 257 859 400 -53.43% 4605 - UNREALIZED INVESTMENT GAIN/LOSS (325) 97 - - - 0.00% TOTAL INVESTMENT EARNINGS 787 1,075 257 859 400 -53.43% 4911 - SALE OF PROPERTY - 9,200 - - - 0.00% TOTAL MISCELLANEOUS - 9,200 - - - 0.00% TOTAL REVENUES 21,995 13,568 (153) 5,859 5,400 -7.83% EXPENDITURES 6214 - CLOTHING & PERSONAL EQUIPMENT - - - - - 0.00% 6242 - MINOR EQUIPMENT - - 5,136 5,000 - -100.00% 6243 - MINOR COMPUTER EQUIPMENT - - - - - 0.00% TOTAL SUPPLIES - - 5,136 5,000 - -100.00% 6402 - EQUIPMENT SERVICES - - - - - 0.00% TOTAL PROFESSIONAL SERVICES - - - - - 0.00% 6550 - MOTOR VEHICLES 25,317 25,819 9,500 - - 0.00% TOTAL CAPITAL OUTLAY 25,317 25,819 9,500 - - 0.00% TOTAL BUSINESS UNIT EXPENSES 25,317 25,819 14,636 5,000 - -100.00% 42191 - FEDERAL FORFEITURES-DRUG REVENUES 4505 - FEDERAL FORFEITURE REVENUE 4,234 30,975 - 5,000 5,000 0.00% TOTAL FINES & FORFEITURES 4,234 30,975 - 5,000 5,000 0.00% 4603 - INTEREST EARNINGS 238 758 491 184 300 63.04% 4605 - UNREALIZED INVESTMENT GAIN/LOSS (78) 470 - - - 0.00% TOTAL INVESTMENT EARNINGS 160 1,228 491 184 300 63.04% TOTAL REVENUES 4,394 32,203 491 5,184 5,300 2.24% EXPENDITURES 6242 - MINOR EQUIPMENT - - - 5,000 - -100.00% 6243 - MINOR COMPUTER EQUIPMENT - - - - - 0.00% TOTAL SUPPLIES - - - 5,000 - -100.00% 6423 - LOGIS CHARGES 1,170 - - - - 0.00% TOTAL PROFESSIONAL SERVICES 1,170 - - - - 0.00% 6550 - MOTOR VEHICLES - - 40,000 - - 0.00% TOTAL CAPITAL OUTLAY - - 40,000 - - 0.00% TOTAL BUSINESS UNIT EXPENSES 1,170 - 40,000 5,000 - -100.00% 42193 - DUI FORFEITURE FUND REVENUES 4506 - STATE FORFEITURE REVENUE 1,375 1,022 1,050 3,000 3,000 0.00% TOTAL FINES & FORFEITURES 1,375 1,022 1,050 3,000 3,000 0.00% 4603 - INTEREST EARNINGS 18 46 39 14 - -100.00% 4605 - UNREALIZED INVESTMENT GAIN/LOSS (6) 22 - - - 0.00% TOTAL INVESTMENT EARNINGS 12 68 39 14 - -100.00% TOTAL REVENUES 1,387 1,090 1,089 3,014 3,000 -0.46% EXPENDITURES 6219 - GENERAL OPERATING SUPPLIES - - - 2,400 - -100.00% TOTAL SUPPLIES - - - 2,400 - -100.00% 6441 - LICENSES, TAXES & FEES - - - 100 - -100.00% 6447 - TOWING CHARGES - - - - - 0.00% 6449 - OTHER CONTRACTUAL SERVICES 172 - - 500 - -100.00% TOTAL PROFESSIONAL SERVICES 172 - - 600 - -100.00% TOTAL BUSINESS UNIT EXPENSES 172 - - 3,000 - -100.00% NET CHANGE IN FUND BALANCE 1,117$ 21,042$ (53,209)$ 1,057$ 13,700$ 1196.12% POLICE FORFEITURES FUND - 20500 SPECIAL REVENUE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 46412 - TIF DISTRICT #2 REVENUES 4150 - TAX INCREMENTS -$ -$ -$ -$ -$ 0.00% TOTAL TAXES - - - - - 0.00% 4362 - MISC FEDERAL GRANTS - - - - - 0.00% TOTAL INTERGOVERNMENTAL - - - - - 0.00% 4603 - INTEREST EARNINGS 17,174 17,960 10,715 13,626 7,500 -44.96% 4605 - UNREALIZED INVESTMENT GAIN/LOSS (4,294) 6,972 - - - 0.00% TOTAL CAPITAL OUTLAY 652,990 177,474 - 100,000 100,000 0.00% TOTAL BUSINESS UNIT EXPENSES 670,315 197,810 - 100,000 100,000 0.00% NET CHANGE IN FUND BALANCE (649,636)$ (162,840)$ 10,715$ 12,799$ 9,945$ -22.30% TAX INCREMENT FINANCING (TIF) DISTRICT #2 FUND - 27700 SPECIAL REVENUE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 46413 - TIF DISTRICT #3 REVENUES 4150 - TAX INCREMENTS 4,282,763$ 4,554,621$ 2,715,913$ 4,379,239$ 4,514,347$ 3.09% TOTAL TAXES 4,282,763 4,554,621 2,715,913 4,379,239 4,514,347 3.09% 4603 - INTEREST EARNINGS 57,680 107,016 42,561 42,742 44,600 4.35% 4605 - UNREALIZED INVESTMENT GAIN/LOSS (22,487) 46,387 - - - 0.00% TOTAL INVESTMENT EARNINGS 35,193 153,403 42,561 42,742 44,600 4.35% 4831 - OFFICE RENTALS 177,653 198,057 126,383 164,548 96,190 -41.54% 4606 - OTHER REVENUE 21,829 46,128 - - - 0.00% 4921 - REFUNDS & REIMBURSEMENTS 1,089 2,573 4,059 - - 0.00% TOTAL MISCELLANEOUS 200,571 246,758 130,442 164,548 96,190 -41.54% 4915 - TRANSFERS IN - 3,601 - 281,502 - -100.00% TOTAL TRANSFERS IN - 3,601 - 281,502 - -100.00% 4911 - SALE OF PROPERTY 14,834 14,396 - 1,400,000 921,206 -34.20% TOTAL OTHER FINANCING SOURCES 14,834 14,396 - 1,400,000 921,206 -34.20% TOTAL REVENUES 4,533,361 4,972,779 2,888,916 6,268,031 5,576,343 -11.04% EXPENDITURES 6301 - ACCTG, AUDIT & FIN'L SERVICES 4,440 - - - - 0.00% 6302 - ARCH, ENG & PLANNING - 27,428 62,329 75,000 50,000 -33.33% 6303 - LEGAL SERVICES 9,171 31,027 3,909 35,000 10,000 -71.43% 6307 - PROFESSIONAL SERVICES 26,941 49,504 26,944 75,000 150,000 100.00% 6342 - LEGAL NOTICES - - - 500 - -100.00% 6361 - GENERAL LIABILITY INSURANCE 1,537 1,631 7,395 1,714 1,800 5.02% 6381 - ELECTRIC - - 24,429 - 40,000 100.00% 6382 - GAS - 15 10,161 - - 0.00% 6383 - WATER (984) 146 159 3,000 3,000 0.00% 6384 - REFUSE DISPOSAL - 83 96 - 150 100.00% 6385 - SEWER (848) 476 233 5,000 5,000 0.00% 6386 - STORM SEWER 34,676 36,103 35,450 36,000 40,000 11.11% 6389 - STREET LIGHTS 5,013 5,137 4,733 6,000 6,000 0.00% 6405 - PARK & LANDSCAPE SERVICES 40,190 46,235 16,709 80,000 50,000 -37.50% 6433 - MEETING EXPENSES - - 216 - - 0.00% 6434 - DUES & SUBSCRIPTIONS - - - - - 0.00% 6441 - LICENSES, TAXES & FEES 53,270 11,016 100,238 200,000 35,000 -82.50% 6449 - OTHER CONTRACTUAL SERVICE 47,511 162,085 131,183 240,000 100,000 -58.33% 6496 - LOSS ON FIXED ASSET DISPOSAL 357,304 151,841 - - 921,206 100.00% 6498 - INTERFUND EXPENSE ALLOCATION 83,189 155,824 - 85,000 150,000 76.47% TOTAL PROFESSIONAL SERVICES 661,410 678,551 424,184 842,214 1,562,156 85.48% 6510 - LAND - - 247,883 - - 0.00% TOTAL CAPITAL OUTLAY - - 247,883 - - 0.00% 6474 - DEBT SERVICE FUND TRANSFER 2,298,951 2,237,287 - 2,234,513 2,244,938 0.47% 6482 - MISC TRANSFER OUT - - - - - 0.00% TOTAL TRANSFERS OUT 2,298,951 2,237,287 - 2,234,513 2,244,938 0.47% TOTAL BUSINESS UNIT EXPENSES 2,960,361 2,915,838 672,067 3,076,727 3,807,094 23.74% NET CHANGE IN FUND BALANCE 1,573,000$ 2,056,941$ 2,216,849$ 3,191,304$ 1,769,249$ -44.56% TAX INCREMENT FINANCING (TIF) DISTRICT #3 FUND - 27800 SPECIAL REVENUE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 46415 - TIF DISTRICT #5 REVENUES 4150 - TAX INCREMENTS 474,350$ 492,402$ 265,653$ 469,467$ 506,524$ 7.89% TOTAL TAXES 474,350 492,402 265,653 469,467 506,524 7.89% 4603 - INTEREST EARNINGS 9,963 13,556 7,529 7,678 5,700 -25.76% 4605 - UNREALIZED INVESTMENT GAIN/LOSS (2,264) 9,510 - - - 0.00% TOTAL INVESTMENT EARNINGS 7,699 23,066 7,529 7,678 5,700 -25.76% 4931 - BOND SALES - - - - - 0.00% 4932 - PREMIUM ON BOND SALES - - - - - 0.00% TOTAL OTHER FINANCING SOURCES - - - - - 0.00% TOTAL REVENUES 482,049 515,468 273,182 477,145 512,224 7.35% EXPENDITURES 6302 - ARCH, ENG & PLANNING - - - 25,000 25,000 0.00% 6303 - LEGAL SERVICES - 664 615 10,000 5,000 -50.00% 6441 - LICENSES, TAXES & FEES 1,396 - 1,223 - 1,500 100.00% 6449 - OTHER CONTRACTUAL SERVICE 258,329 - - 100,000 100,000 0.00% 6498 - INTERFUND EXPENSE ALLOCATION 34,583 27,775 - 40,000 30,000 -25.00% TOTAL PROFESSIONAL SERVICES 294,308 28,439 1,838 175,000 161,500 -7.71% 6601 - BOND PRINCIPAL - - - - - 0.00% 6602 - OTHER DEBT-PRINCIPAL - - - 89,245 98,826 10.74% 6611 - BOND INTEREST - - - - - 0.00% 6612 - OTHER DEBT-INTEREST 7,799 10,038 - 4,649 3,619 -22.16% 6621 - BOND ISSUE COSTS - - - - - 0.00% TOTAL DEBT SERVICE 7,799 10,038 - 93,894 102,445 9.11% 6474 - DEBT SERVICE FUND TRANSFER 352,983 350,281 - 356,833 356,083 -0.21% 6482 - MISC TRANSFER OUT - - - - - 0.00% TOTAL TRANSFERS OUT 352,983 350,281 - 356,833 356,083 -0.21% TOTAL BUSINESS UNIT EXPENSES 655,090 388,758 1,838 625,727 620,028 -0.91% NET CHANGE IN FUND BALANCE (173,041)$ 126,710$ 271,344$ (148,582)$ (107,804)$ -27.44% TAX INCREMENT FINANCING (TIF) DISTRICT #5 FUND - 28000 SPECIAL REVENUE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 46416 - TIF DISTRICT #6 REVENUES 4150 - TAX INCREMENTS -$ 204,242$ 89,268$ 194,731$ 170,221$ -12.59% TOTAL TAXES - 204,242 89,268 194,731 170,221 -12.59% 4603 - INTEREST EARNINGS - 211 63 - 100 100.00% 4605 - UNREALIZED INVESTMENT GAIN/LOSS - 1,021 - - - 0.00% TOTAL INVESTMENT EARNINGS - 1,232 63 - 100 100.00% TOTAL REVENUES - 205,474 89,331 194,731 170,321 -12.54% EXPENDITURES 6307 - PROFESSIONAL SERVICES - - - 5,000 - -100.00% 6441 - LICENSES, TAXES AND FEES - - 795 - - 0.00% 6498 -INTERFUND EXPENSE ALLOCATION - 1,682 - - 4,256 100.00% 6499 - INTERFUND EXPENSE ALLOCATION - - - 4,868 - -100.00% TOTAL PROFESSIONAL SERVICES - 1,682 795 9,868 4,256 -56.87% 6602 - OTHER DEBT-PRINCIPAL - 199,136 87,036 189,863 165,966 -12.59% TOTAL DEBT SERVICE - 199,136 87,036 189,863 165,966 -12.59% TOTAL BUSINESS UNIT EXPENSES - 200,818 87,831 199,731 170,222 -14.77% NET CHANGE IN FUND BALANCE -$ 4,656$ 1,500$ (5,000)$ 99$ -101.98% FUND - 28100 SPECIAL REVENUE FUND TAX INCREMENT FINANCING (TIF) DISTRICT #6 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 46417 - TIF DISTRICT #7 REVENUES 4150 - TAX INCREMENTS -$ 32,180$ 55,112$ -$ 117,648$ 100.00% TOTAL TAXES - 32,180 55,112 - 117,648 100.00% 4603 - INTEREST EARNINGS - 211 615 - 100 100.00% 4605 - UNREALIZED INVESTMENT GAIN/LOSS - 319 - - - 0.00% TOTAL INVESTMENT EARNINGS - 530 615 - 100 100.00% TOTAL REVENUES - 32,710 55,727 - 117,748 100.00% EXPENDITURES 6441 - LICENSES, TAXES AND FEES - - 615 - - 0.00% 6498 -INTERFUND EXPENSE ALLOCATION - 832 - - 2,941 100.00% TOTAL PROFESSIONAL SERVICES - 832 615 - 2,941 100.00% TOTAL BUSINESS UNIT EXPENSES - 832 615 - 2,941 100.00% NET CHANGE IN FUND BALANCE -$ 31,878$ 55,112$ -$ 114,807$ 100.00% SPECIAL REVENUE FUND TAX INCREMENT FINANCING (TIF) DISTRICT #7 FUND - 28200 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 28600 - CITY INITIATIVES GRANT FUND REVENUES 4603 - INTEREST EARNINGS 1,181$ 1,455$ 1,944$ 941$ 600$ -36.24% 4605 - UNREALIZED INVESTMENT GAIN/LOSS (89) 1,116 - - - 0.00% TOTAL INVESTMENT EARNINGS 1,092 2,571 1,944 941 600 -36.24% TOTAL REVENUES 1,092 2,571 1,944 941 600 -36.24% 42185 - POLICE GRANTS-MISC REVENUES 4320 - MISC FEDERAL GRANTS 43,806 40,495 (115) 31,000 31,000 0.00% 4359 - OTHER STATE GRANTS/AID 23,043 23,043 10,520 23,000 23,000 0.00% 4362 - COUNTY GRANTS/AID 20,000 17,952 - 20,000 20,000 0.00% TOTAL INTERGOVERNMENTAL 86,849 81,490 10,405 74,000 74,000 0.00% 4612 - DONATIONS & CONTRIBUTIONS 16,192 4,132 - - - 0.00% TOTAL REVENUES 103,041 85,622 10,405 74,000 74,000 0.00% EXPENDITURES 6101 - WAGES & SALARIES-FT EMPLOYEES 37,169 34,939 - 31,800 - -100.00% 6102 - OVERTIME-FT EMPLOYEES 12,451 10,441 19,171 12,750 8,500 -33.33% 6103 - WAGES-PART TIME EMPLOYEES - 7,452 - - - 0.00% 6122 - PERA COORDINATED PLAN 1,055 1,714 - 700 - -100.00% 6123 - PERA POLICE & FIRE PLAN 1,956 1,894 3,393 2,025 1,505 -25.68% 6125 - FICA - SOCIAL SECURITY 876 1,417 - 500 - -100.00% 6126 - FICA - MEDICARE 387 499 293 289 123 -57.44% 6131 - CAFETERIA PLAN CONTRIBUTIONS 3,558 3,344 - 2,800 - -100.00% 6151 - WORKER'S COMP INSURANCE 538 613 852 136 - -100.00% TOTAL PERSONAL SERVICES 57,990 62,313 23,709 51,000 10,128 -80.14% 6214 - CLOTHING & PERSONAL EQUIPMENT 496 2,382 - - - 0.00% 6219 - GENERAL OPERATING SUPPLIES 27,034 16,233 2,475 13,000 13,000 0.00% TOTAL SUPPLIES 27,530 18,615 2,475 13,000 13,000 0.00% 6307 - PROFESSIONAL SERVICES 797 - - - - 0.00% 6432 - CONFERENCES AND SCHOOLS 6,883 7,852 1,173 10,000 10,000 0.00% 6433 - MEETING EXPENSES - 950 - - - 0.00% 6434 - DUES AND SUBSCRIPTIONS 100 1,037 - - - 0.00% TOTAL PROFESSIONAL SERVICES 7,780 9,839 1,173 10,000 10,000 0.00% 6461 - FUEL CHARGES 1,284 184 - - 800 100.00% TOTAL CENTRAL GARAGE CHARGES 1,284 184 - - 800 100.00% TOTAL BUSINESS UNIT EXPENSES 94,584 90,951 27,357 74,000 33,928 -54.15% 42187 - AUTO THEFT GRANT REVENUES 4359 - OTHER STATE GRANTS/AID 108,457 88,894 39,754 79,568 79,568 0.00% TOTAL INTERGOVERNMENTAL 108,457 88,894 39,754 79,568 79,568 0.00% TOTAL REVENUES 108,457 88,894 39,754 79,568 79,568 0.00% EXPENDITURES 6101 - WAGES & SALARIES-FT EMPLOYEES 73,250 59,601 59,226 67,324 68,090 1.14% 6123 - PERA POLICE & FIRE PLAN 11,877 10,115 7,113 4,908 12,052 145.56% 6126 - FICA - MEDICARE 1,005 823 314 439 987 124.83% 6131 - CAFETERIA PLAN CONTRIBUTIONS 12,900 9,304 4,205 4,682 - -100.00% 6151 - WORKER'S COMP INSURANCE 3,825 3,651 1,359 1,415 4,168 194.56% TOTAL PERSONAL SERVICES 102,857 83,494 72,217 78,768 85,297 8.29% 6214 - CLOTHING & PERSONAL EQUIPMENT - 300 - - - 0.00% 6219 - GENERAL OPERATING SUPPLIES 5,100 5,100 239 300 300 0.00% 6432 - CONFERENCES AND SCHOOLS 500 - - 500 500 0.00% TOTAL SUPPLIES 5,600 5,400 239 800 800 0.00% TOTAL BUSINESS UNIT EXPENSES 108,457 88,894 72,456 79,568 86,097 8.21% CITY GRANTS FUND - 28600 SPECIAL REVENUE FUND 42215 - FIRE GRANTS REVENUES 4373 - OTHER GRANTS/AID 8,795 - - - - 0.00% TOTAL REVENUES 8,795 - - - - 0.00% EXPENDITURES 6214 - CLOTHING & PERSONAL EQUIPMENT - 8,715 - - - 0.00% TOTAL BUSINESS UNIT EXPENSES - 8,715 - - - 0.00% 42412 - CFMH CLASSES REVENUES 4492 - SPECIAL EVENTS 2,213 1,960 1,225 1,500 - -100.00% TOTAL REVENUES 2,213 1,960 1,225 1,500 - -100.00% EXPENDITURES 6219 - GENERAL OPERATING SUPPLIES - - - 200 - -100.00% TOTAL SUPPLIES - - - 200 - (1) 6433 - MEETING EXPENSES 1,137 837 1,039 800 - -100.00% TOTAL PROFESSIONAL SERVICES 1,137 837 1,039 800 - -100.00% TOTAL BUSINESS UNIT EXPENSES 1,137 837 1,039 1,000 - -100.00% 45015 - NW CABLE COMMUNICATIONS GRANT REVENUES 4373 - OTHER GRANTS/AID 43,339 37,211 26,893 40,000 40,000 0.00% TOTAL REVENUES 43,339 37,211 26,893 40,000 40,000 0.00% 6307 - PROFESSIONAL SERVICES - - - 10,000 10,000 0.00% TOTAL BUSINESS UNIT EXPENSES - - - 10,000 10,000 0.00% 45020 - RECREATION GRANTS REVENUES 4373 - OTHER GRANTS/AID 6,203 100,000 - - - 0.00% 4473 - CHILDREN RECREATION PROGRAMS - 865 23 - - 0.00% 4492 - SPECIAL EVENTS 17,936 19,999 583 17,000 17,000 0.00% TOTAL CHARGES FOR SERVICES 24,139 120,864 606 17,000 17,000 0.00% 4603 - INTEREST EARNINGS - - - - - 0.00% TOTAL INVESTMENT EARNINGS - - - - - 0.00% 4612 - DONATIONS & CONTRIBUTIONS 20,961 28,246 200 18,200 18,200 0.00% 4921 - REFUNDS & REIMBURSEMENTS 8,399 200 28 - - 0.00% TOTAL MISCELLANEOUS 29,360 28,446 228 18,200 18,200 0.00% TOTAL REVENUES 53,499 149,310 834 35,200 35,200 0.00% EXPENDITURES 6103 - WAGES-PART TIME EMPLOYEES 3,539 3,455 1,157 5,300 5,300 0.00% 6122 - PERA COORDINATED PLAN 181 185 72 398 398 0.00% 6125 - FICA - SOCIAL SECURITY 219 214 72 329 329 0.00% 6126 - FICA - MEDICARE 51 50 17 77 77 0.00% 6151 - WORKER'S COMP INSURANCE 105 95 35 133 145 9.02% TOTAL PERSONAL SERVICES 4,095 3,999 1,353 6,237 6,249 0.19% 6219 - GENERAL OPERATING SUPPLIES 13,179 14,645 740 9,000 9,000 0.00% TOTAL SUPPLIES 13,179 14,645 740 9,000 9,000 0.00% 6339 - OTHER TRANSPORTATION EXPENSE - (279) - - - 0.00% 6449 - OTHER CONTRACTUAL SERVICE 15,610 17,278 - 13,500 13,500 0.00% TOTAL PROFESSIONAL SERVICES 15,610 16,999 - 13,500 13,500 0.00% 6530 - IMPROVEMENTS 141,906 18,135 - - - 0.00% TOTAL CAPITAL OUTLAY 141,906 18,135 - - - 0.00% TOTAL BUSINESS UNIT EXPENSES 174,790 53,778 2,093 28,737 28,749 0.04% NET CHANGE IN FUND BALANCE (58,532)$ 122,393$ (21,890)$ 37,904$ 70,594$ 86.24% 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 49721 - CENTERBROOK GOLF COURSE REVENUES 4771 - GOLF LESSONS 395 358 1,149 1,000 1,000 0.00% 4773 - GREEN FEES 114,069 107,818 159,399 118,000 136,000 15.25% 4778 - PASSBOOK 9,533 10,558 8,450 13,000 7,500 -42.31% 4782 - RENTALS 29,674 32,326 39,384 31,000 37,500 20.97% 4785 - LEAGUE 17,090 18,968 24,775 18,000 22,500 25.00% 4786 - BEER & WINE COOLER REVENUES 28,271 26,956 14,442 33,000 34,000 3.03% 4787 - FOOD & BEVERAGE REVENUES 12,705 10,389 7,302 13,750 14,000 1.82% 4788 - TAXABLE MERCHANDISE 5,748 6,117 7,868 4,000 7,000 75.00% 4789 - NON TAXABLE MERCHANDISE 5,120 3,882 2,376 6,250 6,500 4.00% 4790 - MISCELLANEOUS - - - - - 0.00% 4791 - BOTTLED WATER SALES 1,499 1,246 2,012 1,250 1,250 0.00% TOTAL SALES AND USER FEES 224,104 218,618 267,157 239,250 267,250 11.70% 4921 - REFUNDS & REIMBURSEMENTS 431 839 - 2,000 2,000 0.00% TOTAL MISCELLANEOUS 431 839 - 2,000 2,000 0.00% 4603 - INTEREST EARNINGS 8 - 93 - - 0.00% TOTAL INVESTMENT EARNINGS 8 - 93 - - 0.00% 4912 - CAPITAL CONTRIBUTIONS (1,619,894) - - - - 0.00% 4915 - TRANSFERS IN 852,488 70,000 - 85,000 85,000 0.00% TOTAL REVENUES (542,863) 289,457 267,250 326,250 354,250 8.58% OPERATING EXPENSES 6101 - WAGES & SALARIES-FT EMPLOYEES 74,273 76,499 58,267 80,456 82,670 2.75% 6103 - WAGES-PART TIME EMPLOYEES 53,342 46,796 45,300 47,000 50,000 6.38% 6104 - OVERTIME-PART TIME EMPLOYEES 1,293 2,233 1,061 1,500 1,200 -20.00% 6111 - SEVERANCE PAY 2,130 1,917 - - - 0.00% 6122 - PERA COORDINATED PLAN 5,849 6,013 4,370 6,034 6,200 2.75% 6125 - FICA - SOCIAL SECURITY 8,337 8,076 6,614 7,852 8,300 5.71% 6126 - FICA - MEDICARE 1,950 1,889 1,568 1,837 1,941 5.66% 6131 - CAFETERIA PLAN CONTRIBUTIONS 14,220 14,376 11,980 15,131 15,836 4.66% 6151 - WORKER'S COMP INSURANCE 2,537 1,480 1,460 1,494 1,726 15.53% TOTAL PERSONAL SERVICES 163,931 159,279 130,620 161,304 167,873 4.07% 6201 - OFFICE SUPPLIES 76 - - 150 150 0.00% 6212 - MOTOR FUELS 2,371 1,920 609 2,500 2,500 0.00% 6213 - LUBRICANTS & ADDITIVES 22 103 155 150 150 0.00% 6214 - CLOTHING & PERSONAL EQUIPMENT 699 - - 100 100 0.00% 6215 - SHOP MATERIALS 101 10 - 100 100 0.00% 6216 - CHEMICALS/CHEMICAL PRODUCTS 10,237 8,868 9,611 8,500 10,000 17.65% 6217 - SAFETY SUPPLIES 21 120 225 100 1,000 900.00% 6219 - GENERAL OPERATING SUPPLIES 1,777 2,203 2,193 2,300 2,350 2.17% 6221 - MOTOR VEHICLES 1,441 1,526 944 1,000 1,500 50.00% 6223 - BUILDINGS & FACILITIES 11 1,517 373 1,500 1,500 0.00% 6225 - PARK & LANDSCAPE MATERIALS 393 1,628 1,832 2,000 3,700 85.00% 6227 - PAINT SUPPLIES 526 177 100 200 200 0.00% 6239 - OTHER REPAIR & MAINT SUPPLIES 1,195 238 - 250 250 0.00% 6241 - SMALL TOOLS 381 1,666 - 750 750 0.00% 6242 - MINOR EQUIPMENT 2,051 403 367 1,500 1,500 0.00% 6243 - MINOR COMPUTER EQUIPMENT 1,462 2,010 940 7,000 - -100.00% TOTAL SUPPLIES 22,764 22,389 17,349 28,100 25,750 -8.36% 6307 - PROFESSIONAL SERVICES 1,405 4,180 (1,333) 300 300 0.00% 6321 - TELEPHONE/PAGERS 1,592 1,638 1,478 1,700 2,500 47.06% 6329 - OTHER COMMUNICATION SERVICES 1,615 2,382 1,256 450 - -100.00% 6349 - OTHER ADVERTISING 6,986 7,282 299 6,000 6,000 0.00% 6351 - PRINTING 243 197 73 300 300 0.00% 6402 - EQUIPMENT SERVICES 2,651 3,327 1,270 2,500 2,500 0.00% 6403 - BLDGS/FACILITIES MAINT SERVICE 954 668 118 600 600 0.00% 6406 - MULTI-FUNCTION MTNCE - 155 - - - 0.00% 6415 - OTHER EQUIPMENT 12,174 15,329 10,010 11,500 14,900 29.57% 6422 - SOFTWARE MAINT 350 414 257 620 620 0.00% 6423 - LOGIS CHARGES 5,455 5,578 3,248 7,099 7,000 -1.39% 6432 - CONFERENCES AND SCHOOLS 807 754 - 500 500 0.00% CENTERBROOK GOLF COURSE FUND - 61300 SPECIAL REVENUE FUND 6433 - MEETING EXPENSES 197 191 40 200 200 0.00% 6434 - DUES & SUBSCRIPTIONS 1,530 1,785 1,555 1,500 1,500 0.00% 6435 - CREDIT CARD FEES 2,965 3,262 4,143 2,500 2,500 0.00% 6438 - CASH SHORT (OVER)(11) 53 (21) - - 0.00% 6441 - LICENSES, TAXES & FEES 441 981 144 750 750 0.00% 6449 - OTHER CONTRACTUAL SERVICE 1,628 4,025 7,233 1,200 1,200 0.00% 6491 - MERCHANDISE FOR RESALE 32,905 34,147 11,826 23,000 23,000 0.00% TOTAL SERVICES & OTHER CHARGES 73,887 86,348 41,596 60,719 64,370 6.01% 6361 - GENERAL LIABILITY INSURANCE 1,252 1,482 1,061 1,556 1,634 5.01% 6362 - PROPERTY INSURANCE 2,034 2,540 2,472 2,667 2,800 4.99% 6364 - DRAM SHOP INSURANCE 1,417 1,581 1,450 1,660 1,743 5.00% 6366 - MACHINERY BREAKDOWN INSURANCE 241 256 191 269 282 4.83% TOTAL INSURANCE 4,944 5,859 5,174 6,152 6,459 4.99% 6381 - ELECTRIC 10,775 9,455 5,914 10,000 10,000 0.00% 6382 - GAS 696 656 429 1,000 1,000 0.00% 6383 - WATER 11,012 2,665 400 7,000 7,000 0.00% 6384 - REFUSE DISPOSAL 1,909 1,999 2,201 1,900 1,900 0.00% 6385 - SEWER 659 679 535 700 700 0.00% 6386 - STORM SEWER 1,035 1,213 1,302 1,100 1,100 0.00% 6389 - STREET LIGHTS - 914 2,742 - - 0.00% TOTAL UTILITIES 26,086 17,581 13,523 21,700 21,700 0.00% 6461 - FUEL CHARGES 178 161 261 199 200 0.50% 6462 - FIXED CHARGES 1,616 1,217 369 492 9,247 1779.47% 6463 - REPAIR & MAINT CHARGES 1,306 5,965 1,437 2,196 3,700 68.49% 6465 - REPLACEMENT CHARGES 11,850 12,300 9,225 12,300 12,300 0.00% TOTAL CENTRAL GARAGE CHARGES 14,950 19,643 11,292 15,187 25,447 67.56% 6540 - EQUIPMENT & MACHINERY 942 - - 1,250 1,250 0.00% TOTAL CAPITAL OUTLAY 942 - - 1,250 1,250 0.00% 6494 - DEPRECIATION EXPENSE 18,737 - - - - 0.00% TOTAL DEPRECIATION 18,737 - - - - 0.00% 6471 - ADMINISTRATIVE SERVICE TRANSFER 7,138 7,138 5,353 7,138 24,727 246.41% TOTAL BUSINESS UNIT EXPENSES 333,379 318,237 224,907 301,550 337,576 11.95% NET CHANGE IN FUND BALANCE (876,242) (28,780) 42,343 24,700 16,674 -32.49% 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47526 - 2013B-GO IMPROVEMENT BONDS REVENUES 4101 - CURRENT AD VALOREM TAXES 392,090$ 385,752$ 193,914$ 385,222$ 147,903$ -61.61% 4120 - DELINQUENT AD VALOREM TAXES 1,180 - - - - 0.00% 4154 - PENALTIES & INT-DELINQ TAXES 116 166 85 - - 0.00% TOTAL TAXES 393,386 385,918 193,999 385,222 147,903 -61.61% 4601 - SPECIAL ASSESSMENTS 218,560 171,636 83,243 152,016 65,072 -57.19% TOTAL SPECIAL ASSESSMENTS 218,560 171,636 83,243 152,016 65,072 -57.19% 4603 - INTEREST EARNINGS 9,706 6,724 3,025 4,000 3,500 -12.50% 4605 - UNREALIZED INVESTMENT GAIN/LOSS 8,280 6,073 - - - 0.00% TOTAL INVESTMENT EARNINGS 17,986 12,797 3,025 4,000 3,500 -12.50% TOTAL REVENUES 629,932 570,351 280,267 541,238 216,475 -60.00% EXPENDITURES 6601 - BOND PRINCIPAL 530,000 535,000 530,000 530,000 535,000 0.94% 6611 - BOND INTEREST 68,850 52,875 36,900 36,900 20,925 -43.29% 6621 - PAYING AGENT/OTHER FEES 1,600 2,043 700 1,500 1,500 0.00% TOTAL DEBT SERVICE 600,450 589,918 567,600 568,400 557,425 -1.93% TOTAL BUSINESS UNIT EXPENSES 600,450 589,918 567,600 568,400 557,425 -1.93% NET CHANGE IN FUND BALANCE 29,482$ (19,567)$ (287,333)$ (27,162)$ (340,950)$ 1155.25% FUND - 31600 DEBT SERVICE FUND G.O. IMPROVEMENT BONDS, 2013-B 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47527 - 2015A-GO IMPROVEMENT BONDS REVENUES 4101 - CURRENT AD VALOREM TAXES 249,511$ 253,703$ 128,228$ 254,732$ 255,851$ 0.44% 4120 - DELINQUENT AD VALOREM TAXES 751 - - - - 0.00% 4154 - PENALTIES & INT-DELINQ TAXES 74 109 56 - - 0.00% TOTAL TAXES 250,336 253,812 128,284 254,732 255,851 0.44% 4601 - SPECIAL ASSESSMENTS 176,530 166,611 56,067 107,835 93,909 -12.91% TOTAL SPECIAL ASSESSMENTS 176,530 166,611 56,067 107,835 93,909 -12.91% 4603 - INTEREST EARNINGS 6,512 5,123 2,561 2,700 2,600 -3.70% 4605 - UNREALIZED INVESTMENT GAIN/LOSS 5,609 4,485 - - - 0.00% TOTAL INVESTMENT EARNINGS 12,121 9,608 2,561 2,700 2,600 -3.70% TOTAL REVENUES 438,987 430,031 186,912 365,267 352,360 -3.53% EXPENDITURES 6601 - BOND PRINCIPAL 332,497 335,757 339,017 339,017 342,277 0.96% 6611 - BOND INTEREST 56,272 49,589 42,842 42,842 36,029 -15.90% 6621 - PAYING AGENT/OTHER FEES 1,068 4,533 650 1,500 1,500 0.00% TOTAL DEBT SERVICE 389,837 389,879 382,509 383,359 379,806 -0.93% 6482 - MISC TRANSFER OUT - - - - - 0.00% TOTAL TRANSFERS - - - - - 0.00% TOTAL BUSINESS UNIT EXPENSES 389,837 389,879 382,509 383,359 379,806 -0.93% NET CHANGE IN FUND BALANCE 49,150$ 40,152$ (195,597)$ (18,092)$ (27,446)$ 51.70% G.O. IMPROVEMENT BONDS, 2015-A FUND - 31700 DEBT SERVICE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47528 - 2016A-GO IMPROVEMENT BONDS REVENUES 4101 - CURRENT AD VALOREM TAXES 214,700$ 214,941$ 107,190$ 212,940$ 214,410$ 0.69% 4120 - DELINQUENT AD VALOREM TAXES 646 - - - - 0.00% 4154 - PENALTIES & INT-DELINQ TAXES 63 93 47 - - 0.00% TOTAL TAXES 215,409 215,034 107,237 212,940 214,410 0.69% 4603 - INTEREST EARNINGS 1,630 1,251 563 700 700 0.00% 4605 - UNREALIZED INVESTMENT GAIN/LOSS 2,139 1,705 - - - 0.00% TOTAL INVESTMENT EARNINGS 3,769 2,956 563 700 700 0.00% TOTAL REVENUES 219,178 217,990 107,800 213,640 215,110 0.69% EXPENDITURES 6601 - BOND PRINCIPAL 170,000 175,000 180,000 180,000 180,000 0.00% 6611 - BOND INTEREST 31,600 28,150 24,600 24,600 21,000 -14.63% 6621 - PAYING AGENT/OTHER FEES 450 450 200 1,500 1,500 0.00% TOTAL DEBT SERVICE 202,050 203,600 204,800 206,100 202,500 -1.75% TOTAL BUSINESS UNIT EXPENSES 202,050 203,600 204,800 206,100 202,500 -1.75% NET CHANGE IN FUND BALANCE 17,128$ 14,390$ (97,000)$ 7,540$ 12,610$ 67.24% FUND - 31800 G.O. IMPROVEMENT BONDS, 2016-A DEBT SERVICE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47529 - 2017A-GO IMPROVEMENT BONDS REVENUES 4101 - CURRENT AD VALOREM TAXES 278,186$ 280,662$ 143,355$ 284,784$ 283,516$ -0.45% 4120 - DELINQUENT AD VALOREM TAXES 837 - - - - 0.00% 4154 - PENALTIES & INT-DELINQ TAXES 82 104 63 - - 0.00% TOTAL TAXES 279,105 280,766 143,418 284,784 283,516 -0.45% 4601 - SPECIAL ASSESSMENTS 165,468 186,253 134,061 117,146 98,806 -15.66% 4607 - SPECIAL ASSESSMENTS INTEREST - - - - - 0.00% TOTAL SPECIAL ASSESSMENTS 165,468 186,253 134,061 117,146 98,806 -15.66% 4603 - INTEREST EARNINGS 10,440 8,178 4,113 4,400 4,100 -6.82% 4605 - UNREALIZED INVESTMENT GAIN/LOSS 7,474 5,875 - - - 0.00% TOTAL INVESTMENT EARNINGS 17,914 14,053 4,113 4,400 4,100 -6.82% TOTAL REVENUES 462,487 481,072 281,592 406,330 386,422 -4.90% EXPENDITURES 6601 - BOND PRINCIPAL 350,000 350,000 355,000 355,000 365,000 2.82% 6611 - BOND INTEREST 101,338 90,838 80,263 80,263 69,463 -13.46% 6621 - PAYING AGENT/OTHER FEES 1,155 1,128 650 1,500 1,500 0.00% TOTAL DEBT SERVICE 452,493 441,966 435,913 436,763 435,963 -0.18% TOTAL BUSINESS UNIT EXPENSES 452,493 441,966 435,913 436,763 435,963 -0.18% NET CHANGE IN FUND BALANCE 9,994$ 39,106$ (154,321)$ (30,433)$ (49,541)$ 62.79% DEBT SERVICE FUND G.O. IMPROVEMENT BONDS, 2017-A FUND - 31900 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47530 - 2018A-GO IMPROVEMENT BONDS REVENUES 4101 - CURRENT AD VALOREM TAXES 244,137$ 252,488$ 127,085$ 252,462$ 246,819$ -2.24% 4120 - DELINQUENT AD VALOREM TAXES 735 - - - - 0.00% 4154 - PENALTIES & INT-DELINQ TAXES 72 121 56 - - 0.00% TOTAL TAXES 244,944 252,609 127,141 252,462 246,819 -2.24% 4601 - SPECIAL ASSESSMENTS 351,357 246,340 109,684 204,623 196,342 -4.05% TOTAL SPECIAL ASSESSMENTS 351,357 246,340 109,684 204,623 196,342 -4.05% 4603 - INTEREST EARNINGS 11,843 9,528 4,775 5,000 4,700 -6.00% 4605 - UNREALIZED INVESTMENT GAIN/LOSS 8,955 6,787 - - - 0.00% TOTAL INVESTMENT EARNINGS 20,798 16,315 4,775 5,000 4,700 -6.00% TOTAL REVENUES 617,099 515,264 241,600 462,085 447,861 -3.08% EXPENDITURES 6601 - BOND PRINCIPAL - 345,000 350,000 350,000 360,000 2.86% 6611 - BOND INTEREST 176,583 158,225 140,850 140,850 123,100 -12.60% 6621 - PAYING AGENT/OTHER FEES 1,368 400 600 1,500 1,500 0.00% TOTAL DEBT SERVICE 177,951 503,625 491,450 492,350 484,600 -1.57% TOTAL BUSINESS UNIT EXPENSES 177,951 503,625 491,450 492,350 484,600 -1.57% NET CHANGE IN FUND BALANCE 439,148$ 11,639$ (249,850)$ (30,265)$ (36,739)$ 21.39% G.O. IMPROVEMENT BONDS, 2018-A FUND - 32000 DEBT SERVICE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47531 - 2019A-GO IMPROVEMENT BONDS REVENUES 4101 - CURRENT AD VALOREM TAXES -$ 68,503$ 33,745$ 67,036$ 190,974$ 184.88% 4154 - PENALTIES & INT-DELINQ TAXES - 34 15 - - 0.00% TOTAL TAXES - 68,537 33,760 67,036 190,974 184.88% 4601 - SPECIAL ASSESSMENTS 635,170 373,040 188,742 322,566 215,548 -33.18% 4607 - SPECIAL ASSESSMENTS INTEREST 246 - 1,223 - - 0.00% TOTAL SPECIAL ASSESSMENTS 635,416 373,040 189,965 322,566 215,548 -33.18% 4603 - INTEREST EARNINGS 4,176 11,883 6,515 1,800 5,900 227.78% 4605 - UNREALIZED INVESTMENT GAIN/LOSS 5,560 6,983 - - - 0.00% TOTAL INVESTMENT EARNINGS 9,736 18,866 6,515 1,800 5,900 227.78% TOTAL REVENUES 645,152 460,443 230,240 391,402 412,422 5.37% EXPENDITURES 6601 - BOND PRINCIPAL - - 175,000 175,000 220,000 25.71% 6611 - BOND INTEREST - 141,601 155,425 155,425 145,550 -6.35% 6621 - PAYING AGENT/OTHER FEES - 2,305 600 1,500 1,500 0.00% TOTAL DEBT SERVICE - 143,906 331,025 331,925 367,050 10.58% TOTAL BUSINESS UNIT EXPENSES - 143,906 331,025 331,925 367,050 10.58% NET CHANGE IN FUND BALANCE 645,152$ 316,537$ (100,785)$ 59,477$ 45,372$ -23.72% G.O. IMPROVEMENT BONDS, 2019-A FUND - 32100 DEBT SERVICE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47532 - 2020A-GO IMPROVEMENT BONDS REVENUES 4101 - CURRENT AD VALOREM TAXES -$ -$ 42,019$ 83,472$ 238,875$ 186.17% TOTAL TAXES - - 42,019 83,472 238,875 186.17% 4603 - INTEREST EARNINGS - - 38 - - 0.00% TOTAL INVESTMENT EARNINGS - - 38 - - 0.00% TOTAL REVENUES - - 42,057 83,472 238,875 186.17% EXPENDITURES 6601 - BOND PRINCIPAL - - - - 40,000 100.00% 6611 - BOND INTEREST - - 22,847 22,848 32,900 44.00% 6621 - PAYING AGENT/OTHER FEES - - 1,200 1,500 1,500 0.00% TOTAL DEBT SERVICE - - 24,047 24,348 74,400 205.57% TOTAL BUSINESS UNIT EXPENSES - - 24,047 24,348 74,400 205.57% NET CHANGE IN FUND BALANCE -$ -$ 18,010$ 59,124$ 164,475$ 178.19% G.O. IMPROVEMENT BONDS, 2020-A FUND - 32200 DEBT SERVICE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47533 - 2021A-GO IMPROVEMENT BONDS REVENUES 4101 - CURRENT AD VALOREM TAXES -$ -$ -$ -$ 213,414$ 100.00% TOTAL TAXES - - - - 213,414 100.00% 4601 - SPECIAL ASSESSMENTS - - 47,069 - 191,731 100.00% TOTAL SPECIAL ASSESSMENTS - - 47,069 - 191,731 100.00% 4603 - INTEREST EARNINGS - - 83 - - 0.00% TOTAL INVESTMENT EARNINGS - - 83 - - 0.00% TOTAL REVENUES - - 47,152 - 405,145 100.00% EXPENDITURES 6601 - BOND PRINCIPAL - - - - - 0.00% 6611 - BOND INTEREST - - - - 83,988 100.00% 6621 - PAYING AGENT/OTHER FEES - - - - 1,500 100.00% TOTAL DEBT SERVICE - - - - 85,488 100.00% TOTAL BUSINESS UNIT EXPENSES - - - - 85,488 100.00% NET CHANGE IN FUND BALANCE -$ -$ 47,152$ -$ 319,657$ 100.00% FUND - 32300 DEBT SERVICE FUND G.O. IMPROVEMENT BONDS, 2021-A 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47610 - 2013A-GO TIF BONDS REVENUES 4915.5 - TRANSFERS IN FROM TIF #3 FUND 472,737$ 477,063$ -$ 2,244,938$ 2,232,169$ -0.57% TOTAL TRANSFERS IN 472,737 477,063 - 2,244,938 2,232,169 -0.57% TOTAL REVENUES 472,737 477,063 - 2,244,938 2,232,169 -0.57% EXPENDITURES 6601 - BOND PRINCIPAL 325,000 335,000 2,140,000 2,140,000 2,195,000 2.57% 6611 - BOND INTEREST 150,463 140,563 103,438 103,438 35,669 -65.52% 6621 - PAYING AGENT/OTHER FEES 500 - 700 1,500 1,500 0.00% TOTAL DEBT SERVICE 475,963 475,563 2,244,138 2,244,938 2,232,169 -0.57% TOTAL BUSINESS UNIT EXPENSES 475,963 475,563 2,244,138 2,244,938 2,232,169 -0.57% NET CHANGE IN FUND BALANCE (3,226)$ 1,500$ (2,244,138)$ -$ -$ 0.00% G.O. TAX INCREMENT BONDS, 2013-A FUND - 37500 DEBT SERVICE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47617 - 2016B-GO TIF BONDS REVENUES 4915.8 - TRANSFERS IN FROM TIF #5 FUND 44,725 48,325 - 48,325 48,325 0.00% TOTAL TRANSFERS IN 44,725 48,325 - 48,325 48,325 0.00% TOTAL REVENUES 44,725 48,325 - 48,325 48,325 0.00% EXPENDITURES 6611 - BOND INTEREST 46,825 46,825 46,825 46,825 46,825 0.00% 6621 - PAYING AGENT/OTHER FEES 450 450 650 1,500 1,500 0.00% TOTAL DEBT SERVICE 47,275 47,275 47,475 48,325 48,325 0.00% TOTAL BUSINESS UNIT EXPENSES 47,275 47,275 47,475 48,325 48,325 0.00% NET CHANGE IN FUND BALANCE (2,550)$ 1,050$ (47,475)$ -$ -$ 0.00% G.O. TAX INCREMENT BONDS, 2016-B FUND - 37300 DEBT SERVICE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 47618 - 2016C-GO TIF BONDS REVENUES 4915.8 - TRANSFERS IN FROM TIF #5 FUND 305,556 308,508 - 307,758 306,686 -0.35% TOTAL TRANSFERS IN 305,556 308,508 - 307,758 306,686 -0.35% TOTAL REVENUES 305,556 308,508 - 307,758 306,686 -0.35% EXPENDITURES 6601 - BOND PRINCIPAL 280,000 285,000 290,000 290,000 295,000 1.72% 6611 - BOND INTEREST 27,658 22,008 16,258 16,258 10,186 -37.35% 6621 - PAYING AGENT/OTHER FEES 450 450 650 1,500 1,500 0.00% TOTAL DEBT SERVICE 308,108 307,458 306,908 307,758 306,686 -0.35% TOTAL BUSINESS UNIT EXPENSES 308,108 307,458 306,908 307,758 306,686 -0.35% NET CHANGE IN FUND BALANCE (2,552)$ 1,050$ (306,908)$ -$ -$ 0.00% G.O. TAX INCREMENT BONDS, 2016-C FUND - 37200 DEBT SERVICE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 49951 - CENTRAL GARAGE OPERATIONS OPERATING REVENUES 4862 - FUEL SALES-INTERNAL 201,601 167,275 240,000 117,900 255,000 116.28% 4862.1 - FUEL SALES-EXTERNAL 91,133 36,263 60,000 26,838 90,000 235.35% 4863 - REPLACEMENT CHARGES 974,697 1,057,511 1,028,357 695,348 1,321,339 90.03% 4864 - OVERHEAD CHARGES 134,340 135,759 327,444 218,356 260,796 19.44% 4865 - REPAIR/MAINT CHARGES 383,060 337,867 414,800 227,955 400,000 75.47% TOTAL SALES AND USER FEES 1,784,831 1,734,675 2,070,601 1,286,397 2,327,135 80.90% TOTAL OPERATING REVENUES 1,784,831 1,734,675 2,070,601 1,286,397 2,327,135 80.90% OPERATING EXPENSES 6101 - WAGES & SALARIES-FT EMPLOYEES 297,415 315,229 444,931 230,290 453,675 97.00% 6102 - OVERTIME-FT EMPLOYEES 1,402 1,157 600 1,001 600 -40.06% 6111 - SEVERANCE PAY 1,853 3,037 - - - 0.00% 6122 - PERA COORDINATED PLAN 22,411 23,729 33,416 17,347 34,071 96.41% 6125 - FICA - SOCIAL SECURITY 18,323 19,323 27,622 14,165 28,164 98.83% 6126 - FICA - MEDICARE 4,285 4,552 6,461 3,313 6,586 98.79% 6131 - CAFETERIA PLAN CONTRIBUTIONS 67,687 73,138 95,016 50,818 99,792 96.37% 6151 - WORKER'S COMP INSURANCE 11,519 13,442 14,154 9,277 15,023 61.94% TOTAL PERSONAL SERVICES 424,895 453,607 622,200 326,211 637,911 95.55% 6201 - OFFICE SUPPLIES 572 450 450 217 500 130.41% 6203 - BOOKS/REFERENCE MATERIALS - - 200 - 200 100.00% 6212 - MOTOR FUELS 277,689 195,748 288,600 148,627 345,800 132.66% 6213 - LUBRICANTS & ADDITIVES 17,408 14,285 19,000 9,143 19,000 107.81% 6215 - SHOP MATERIALS 11,633 10,762 8,250 9,487 10,000 5.41% 6217 - SAFETY SUPPLIES 3,159 4,243 3,000 1,826 5,000 173.82% 6218 - WELDING SUPPLIES 5,052 5,751 4,870 4,504 5,000 11.01% 6219 - GENERAL OPERATING SUPPLIES 254 1,263 1,450 648 1,450 123.77% 6221 - MOTOR VEHICLES 123,747 90,193 92,882 81,286 92,882 14.27% 6222 - TIRES 12,341 17,402 19,100 8,427 19,100 126.65% 6227 - PAINT SUPPLIES - - 210 37 210 467.57% 6239 - OTHER REPAIR & MAINT SUPPLIES 725 - 600 310 2,000 545.16% 6241 - SMALL TOOLS 3,748 3,808 4,000 2,689 4,000 48.75% 6242 - MINOR EQUIPMENT 6,650 9,507 17,500 17,529 17,500 -0.17% 6243 - MINOR COMPUTER EQUIPMENT - 316 - 4,945 - -100.00% TOTAL SUPPLIES 462,978 353,728 460,112 289,675 522,642 80.42% 6307 - PROFESSIONAL SERVICES 5,316 3,686 2,500 4,789 4,500 -6.03% 6321 - TELEPHONE/PAGERS 541 729 1,100 245 1,100 348.98% 6323 - RADIO COMMUNICATIONS 2,494 2,940 3,020 2,133 3,152 47.77% 6331 - TRAVEL EXPENSE/MILEAGE 23 - - - - 0.00% 6333 - FREIGHT/DRAYAGE 172 110 620 28 620 2114.29% 6351 - PRINTING - - 340 - 340 100.00% 6401 - MOTOR VEHICLE SERVICES 75,363 96,366 67,000 123,685 85,000 -31.28% 6402 - EQUIPMENT SERVICES 1,365 2,929 5,950 618 5,950 862.78% 6406 - MULTI-FUNCTION MTNCE 766 694 900 589 - -100.00% 6417 - UNIFORMS 2,782 4,452 3,750 1,559 3,863 147.79% 6421 - SOFTWARE LICENSE - 23,682 - - 7,000 100.00% 6422 - SOFTWARE MAINT 8,652 8,032 10,000 6,374 - -100.00% 6423 - LOGIS CHARGES 5,545 5,521 6,000 4,706 6,000 27.50% 6432 - CONFERENCES AND SCHOOLS 1,712 - 3,000 261 3,000 1049.43% 6433 - MEETING EXPENSES - - 100 - 100 100.00% 6434 - DUES & SUBSCRIPTIONS 671 1,047 750 1,146 1,000 -12.74% 6441 - LICENSES, TAXES & FEES 15,047 10,314 16,200 5,961 17,200 188.54% 6447 - TOWING CHARGES 2,445 2,779 2,000 1,131 3,000 165.25% 6449 - OTHER CONTRACTUAL SERVICE 2,791 4,233 2,400 4,570 3,000 -34.35% TOTAL SERVICES & OTHER CHARGES 125,685 167,514 125,630 157,795 144,825 -8.22% 6363 - MOTOR VEHICLE INSURANCE 47,789 55,500 52,689 41,797 57,500 37.57% 6367 - EQUIPMENT (INLAND MARINE)10,374 10,615 11,437 8,201 12,500 52.42% TOTAL INSURANCE 58,163 66,115 64,126 49,998 70,000 40.01% 6388 - HAZARDOUS WASTE DISPOSAL 675 537 1,500 3,145 1,500 -52.31% TOTAL UTILITIES 675 537 1,500 3,145 1,500 -52.31% CENTRAL GARAGE FUND - 70100 INTERNAL SERVICE FUND 2021 2019 2020 September 2021 2022 Object Code / Description Actual Actual YTD Budget Budget Change 6461 - FUEL CHARGES 943 1,872 1,100 1,773 1,700 -4.12% 6463 - REPAIR & MAINT CHARGES 5,858 3,756 3,400 2,224 3,500 57.37% TOTAL CENTRAL GARAGE CHARGES 6,801 5,628 4,500 3,997 5,200 30.10% 6550 - MOTOR VEHICLES - - 1,314,000 1,483,698 1,046,500 -29.47% TOTAL CAPITAL OUTLAY - - 1,314,000 1,483,698 1,046,500 -29.47% 6494 - DEPRECIATION EXPENSE 828,781 897,970 850,000 - 900,000 100.00% TOTAL DEPRECIATION 828,781 897,970 850,000 - 900,000 100.00% TOTAL OPERATING EXPENSES 1,907,978 1,945,099 3,442,068 2,314,519 3,328,578 43.81% OPERATING INCOME (123,147) (210,424) (1,371,467) (1,028,122) (1,001,443) -2.59% 4603 - INTEREST EARNINGS 103,300 74,625 43,200 36,878 35,900 -2.65% 4605 - UNREALIZED INVESTMENT GAIN/LOSS 46,247 34,225 - - - 0.00% TOTAL INVESTMENT EARNINGS 149,547 108,850 43,200 36,878 35,900 -2.65% 4320 - MISC FEDERAL GRANTS - 9,487 - - - 0.00% 4606 - OTHER REVENUE 430 167 - 112 - -100.00% 4911 - SALE OF PROPERTY 4,497 10,551 5,000 5,828 5,000 -14.21% 4915 - TRANSFERS IN - 25,500 - - - 0.00% 4919 - GAIN ON FIXED ASSET DISPOSAL 49,669 82,875 50,000 51,691 70,000 35.42% 4921 - REFUNDS & REIMBURSEMENTS 20,968 17,331 10,000 61,064 15,000 -75.44% TOTAL MISCELLANEOUS 75,564 145,911 65,000 118,695 90,000 -24.18% TOTAL NONOPERATING REVENUES 225,111 254,761 108,200 155,573 125,900 -19.07% NONOPERATING EXPENSES 6496 - LOSS ON FIXED ASSET DISPOSAL - 9,316 - - - 0.00% 6471 - ADMINISTRATIVE SERVICE TRANSFER 42,314 42,314 57,132 38,088 56,658 48.76% TOTAL NONOPERATING EXPENSES 42,314 51,630 57,132 38,088 56,658 48.76% NET CHANGE IN FUND BALANCE 59,650$ (7,293)$ (1,320,399)$ (910,637)$ (932,201)$ 2.37% Equipment Name Department Equip ID Replacement Year Budget-net surplus value 2022 Salvage 1 Fire 1001 2022 400,000$ Chevrolet 1500 4x4 Pickup Engineering NEW 2022 30,000$ Cat Skid Steer-Tire Street 4022 2022 39,000$ Mack GU712 Street 4037 2022 190,000$ Mack GU712 Street 4038 2022 190,000$ Grapple Attachment Street NEW 2022 20,500$ Trackless Street 4025 2022 125,000$ F-350 Dump Box Parks 2003 2022 52,000$ TOTAL CAPITAL OUTLAY REQUEST FOR 2022 1,046,500$ Equipment Name Department Equip ID Replacement Year Budget-net surplus value 2023 Pierce Enforcer Pumper Fire 1002 2023 610,000$ Ford SUV Interceptor Fire 1011 2023 45,000$ Ford SUV Interceptor Fire 1012 2023 45,000$ Harper-Goosan Litter Picker Parks 2010 2023 32,000$ Groundsmaster Mower Parks 2017 2023 83,000$ Ford SUV Interceptor Police 3011 2023 45,000$ Ford SUV Interceptor Police 3017 2023 45,000$ Ford SUV Interceptor Police 3020 2023 45,000$ Ford SUV Interceptor Police 3022 2023 45,000$ Mack GU712 Street 4033 2023 190,000$ Caterpillar 928 Wheel Loader Streets 4003 2023 160,000$ Triple Axle Trailer Havy Duty Streets 4004 2023 18,000$ Tandem Dump Truck Streets 4031 2023 195,000$ Hydroseeder Storm 4042 2023 20,000$ Compressor Water 6001 2023 29,000$ Groundsmaster Mower Golf 7004 2023 5,000$ Reelmaster Mower Golf 7006 2023 43,000$ TOTAL CAPITAL OUTLAY REQUEST FOR 2023 1,045,000$ Equipment Name Department Equip ID Replacement Year Budget-net surplus value 2024 Ford F-150 Parks 2002 2024 28,000$ Ford F-350 w/ dump box Parks 2003 2024 52,000$ Ford F-150 Parks 2006 2024 23,000$ Toro 72" Mower 3280 Parks 2009 2024 23,000$ Toro 72" Mower 3280 Parks 2015 2024 23,000$ John Deere Tractor Parks 2021 2024 52,000$ Ford SUV Interceptor Police 3012 2024 45,000$ Ford SUV Interceptor Police 3016 2024 45,000$ Ford F-350 Sign Truck w/Utility Body Streets 4021 2024 55,000$ Ford F-450 Crew Cab Streets 4027 2024 61,000$ TOTAL CAPITAL OUTLAY REQUEST FOR 2024 407,000$ 10/5/2021 1 Special Revenue Funds Joint City Council and Financial Commission Work  Session, October 4, 2021 Meg Beekman, Community Development Director Community Development Special Revenue Funds 2 •HRA/EDA Funds •Tax Increment Financing (TIF) Funds •Districts #2, #3, #5, #6, #7, #8 •Community Development Block Grant (CDBG) Fund 10/5/2021 2 HRA and EDA Mission 3 •The mission of the Housing & Redevelopment Authority is to utilize its taxing authority to fund the operations of the Brooklyn Center Economic Development Authority. •The mission of the Brooklyn Center Economic Development Authority is to initiate programs and facilitate redevelopment and/or renovation opportunities which promote public and private investments into commercial, industrial, and residential redevelopment and renovation activities. Overview of EDA •Primarily serves the Strategic Priorities of: •Resident and Business Economic Stability •Targeted  Redevelopment •Significant Activities:  •Business retention, expansion, and attraction & community marketing activities; •Promoting development opportunities; •Economic development initiatives and programs which support business growth, expansion, and  capacity building within the City; •Planning initiatives & budgeting associated with the use of Tax  Increment Financing; •EDA’s housing initiatives;  •The Minnesota Housing & Finance Agency (MHFA) Rehab Loan Program with reduced interest rate •Supporting the EDA’s strategic priorities of Targeted  Redevelopment and Resident and Business  Economic Stability 4 10/5/2021 3 5 Refocus Priorities – Pandemic Response •Small business resources and technical  assistance (Business Economic Stability) •Resident support and resources (Resident  Economic Stability) Economic Development – 2020/2021 Review 6 CARES Act Funds/CDBG •Forgivable Loan Program •Non‐profit community resource  grants •Technical Assistance  •Outreach and education •Food access  •Rental Assistance •Down payment assistance program Business Economic Stability 10/5/2021 4 7 2021 Programs and Initiatives •Assess local business needs •Business Resource webpage •Implement and expand resources and  technical assistance •Revolving Loan Fund •Micro‐loan fund •Elevate Business – Hennepin County •Ombudsman services •Micro‐grant façade program Business Economic Stability 8 •SAC Credit program •Develop BR&E Program •Provide affordable bricks and  mortar space •Entrepreneurial Market Plaza •Affordable commercial set  asides in new development Business Economic Stability 2021 Programs and Initiatives –Cont. 10/5/2021 5 9 •Targeted  Redevelopment  •Opportunity Site •Strategic Redevelopment of EDA‐owned  Properties •Former Sear’s Site •Resident Economic Stability  •Job Pathways/Workforce Development •Resident Wealth  Creation •Food Security •Job Retention and Expansion •Business Economic Stability •Assess Local Needs •Resources for Local Businesses •Stability for Local Businesses 2022 Key Initiatives 2022 – EDA Budget Overview 10 •Resident Wealth Creation ‐Promote  Homeownership and wealth building  programs among historically low wealth  communities •Housing assistance and resources  •Promote homeownership (CDBG) •Explore partnerships to provide financial  literacy programs (ex: PRG) •City‐wide Housing Study –Housing Policy  Action Plan (TIF 3 –Housing Fund) •Tenant  Protections (General Fund) •Food Security –Promote and facilitate  food security for residents •Partnerships with local food shelf  providers to identify barriers and invest  in sustainable food production and  distribution (Proposed ARPA) •Support the BC Community Food  Collective ($110,000) •Support local farmer’s markets  ($12,000) Resident Economic Stability 2022 – EDA Budget Overview 10/5/2021 6 11 •Job Retention and Expansion –Increase  the number of high quality jobs in the  community •Identify redevelopment opportunities  and advance the creation of livable  wage and skilled jobs, while  emphasizing and encouraging local  hiring practices •Job Pathways/Workforce Development – Collaborate with partners to provide  training and workforce development  programming for residents •Expand workforce development initiatives  (Proposed ARPA) •Connect residents to jobs with the City  (Proposed ARPA) •Support the Brooklynk Program (General  Fund) •Fund training programs (Proposed ARPA) Resident Economic Stability 2022 – EDA Budget Overview 12 •Assess Local Needs –Complete an  assessment of the local business needs  and identify gaps •Engage with local non‐profits and  business community  •Identify service gaps for local  entrepreneurs, develop solutions, and  identify resources •Resources for Local Businesses –Implement  and expand resources and technical  assistance to local businesses, with an  emphasis on disadvantaged businesses •Monitor and evaluate current programs •Business Resource Center ($50,000) •Strengthen partnerships to connect local  businesses to existing resources •Expand and formalize BR&E Program •Local Procurement Program ($150,000) •Micro‐grant program ($50,000) Business Economic Stability 2022 – EDA Budget Overview 10/5/2021 7 13 •Stability for Local Businesses –Promote a stable  environment for local businesses to thrive by providing  affordable bricks and mortar opportunities. •Entrepreneurial Market Plaza business incubator (TIF 3) •Utilize the EDA‐owned shell retail space to serve local  entrepreneurs and small business needs •Explore the creation of additional affordable  commercial space as EDA‐owned properties develop •Provide access to capital to promote real estate  acquisition and ownership (Proposed ARPA) Business Economic Stability 2022 – EDA Budget Overview 14 Positions 2021 2022 2023 Community Development Director 0.75 .50 .50 Deputy Director 0.50 .50 0 Economic Development Coordinator .75 .75 .75 Associate Planner/Zoning Administrator 1 .50 0 Administrative Assistants (2-FT).50 0 0 Administrative Assistants (1-PT).25 0 0 Total 3.75 2.25 1.25 •As the department has grown the EDA  has absorbed a greater proportion of  wages versus the general fund •TIF 3 has historically funded economic  development initiatives that  otherwise would have been funded by  EDA •TIF 3 is decertifying – ongoing  initiatives now need to be funded by  the EDA •Proposed: Being to move some wages  to GF to make room for ED initiatives  that would have been funded by TIF 3 2022 Staffing 10/5/2021 8 2022 EDA Budget Highlights 15 •Anticipated Revenues: $693,654 •Levy: $482,654 (6.16% increase) •TIF Reimbursements: $200,000 •Anticipated Expenditures: $885,097 •Personal Services: $304,330 •Professional Services: $200,000 •Other Contractual Services: $172,000 •Repairs and Maintenance: $24,000 TIF Districts 16 •TIF Funds have the authority to  collect tax increment which are used  for various redevelopment projects  within the City and for debt service  payments of bonds which were  issued for  redevelopment purposes •There are four  active TIF Districts in  the City 10/5/2021 9 TIF District #2 17 •Primary financing tool for the  redevelopment of the Earle Brown  Terrace  and Earle Brown Commons  senior projects •Decertified in 2011 •District Goals:  •Provide EDA with options for  maximizing  redevelopment opportunities and benefits  •Repay TIF District #5 inter‐fund loan •Support development of Opportunity Site TIF District #2 18 •1/1/22 Projected Balance: $1,041,062 •2022 Planned Activity •Revenue: $107,560 •Expenditures: •EBHC Stormwater Improvements: $100,000 •Opportunities:  •Entrepreneurial Market operating seed 10/5/2021 10 TIF District #3 19 •Covers three designated areas: Brooklyn  Boulevard/69th; Brookdale area; and  Willow/252 •Decertifies at the end of 2021 •15% of annual TIF revenues dedicated to  housing fund •District Goals:  •Debt service •Develop options for the use of Out‐of‐District  pooled funds •Redevelopment of 57th/Logan; Opportunity Site;  and former Sears Site •Brooklyn Boulevard Corridor Land Use Plan TIF District #3 20 •1/1/22 Projected Balance: $7,418,262 •2022 Projected Revenue: $29,100 •2022 Planned Activity: $2,734,436 •Debt service: $2,323,786 •Admin Reimbursement: $150,000 •Becoming BC Project: $50,000 •Opportunity Site Planning: $300,000 •Property Maintenance: $125,650 •Opportunities for  Pooled Funds:  •TIF 7 inter‐fund loan to assist with  redevelopment of Opportunity  Site (Infrastructure) •Strategic land acquisition •Other TIF eligible expenses 10/5/2021 11 TIF District #3 – Housing Fund 21 •1/1/22 Projected Balance: $2,235,457 •2022 Projected Revenue: $0 •2022 Planned Activity: $248,981 •Debt Service: $248,981 •Opportunities for  Housing  Funds:  •NOAH Preservation program •Supporting the preservation or  expansion of affordable housing •Implementing Housing Policy  Action Plan TIF District #5 22 •Renewal and Renovation District  established in 2011 for the Shingle  Creek Crossing PUD •Decertifies in 2029 •Most of the increment goes to debt  service on bonds related to the  redevelopment •5% of the increment is pooled to cover  administrative costs associated with the  district and out‐of‐district expenditures 10/5/2021 12 TIF District #5 23 •1/1/22 Projected Balance: $565,852 •2022 Planned Activity •Revenue: $505,799 •Expenditures: $483,171 •Debt Service: $453,171 •Admin Reimbursement: $30,000 •Opportunities for  Pooled Funds: •Assist with repositioning and marketing  vacant properties •Infrastructure improvements to facilitate  redevelopment and build out TIF District #5 24 10/5/2021 13 TIF District #6 25 •Housing District created for  the  development an affordable assisted care  senior facility and future redevelopment  of 4 adjacent lots  •Decertifies in 2043 •District Goals: •Provide revenue for PAYGO  note TIF District #6 26 •1/1/22 Projected Balance: $83,887 •2022 Planned Activity •Revenue: $185,883 •Expenditures: $185,883 •Admin: $4,647 •PAYGO  Note: $181,236 10/5/2021 14 TIF District #7 27 •District #7 – Portion of Opportunity Site and  Kohls/Bank of America •Activity must commence by 2023 (5‐year  rule) •Expenditures related to Opportunity Site  are being billed to TIF 3 •Interfund Loan Agreement will allow TIF 7  to pay back TIF 3 for Opportunity Site  expenditures at a later date •District Goals: •Develop funding strategies which promote the  redevelopment of the Opportunity Site TIF District #7 28 •1/1/22 Projected Balance: $242,039 •2022 Planned Activity •Revenue: $181,754 •Expenditures: $4,544 •Admin: $4,544 10/5/2021 15 TIF District #8 29 •District #8 – 5801 Xerxes Avenue North •Housing District •Created to facilitate SonderPlace development •Increment will begin to be collected  when the project is complete •District Goals: •Provide revenue for PAYGO  note •Excess increment can be used to support  affordable housing 10/5/2021 1 Special Revenue Internal Service Debt Service Funds October 8, 2018 Review City Council/Financial Commission Joint Work  Session, October 4, 2021 Andy Splinter, Interim Finance Director Special Revenue Funds 2 10/5/2021 2 Special Revenue Funds •EDA/HRA •Tax  Increment Financing (TIF) Funds  •Districts #2, #3, #5, #6 and #7 •Police Forfeitures •Drug & DUI •City Grants •Police –Auto Theft Prevention, Towards  Zero Deaths, Justice Assistance (JAG) Grant, Violent  Offenders Task  Force Grant (VOTF) and Federal Bullet Proof Vest  grant •Recreation Grants •NW Cable Communication Grant •Centerbrook Golf Course 3 Police Forfeitures •Accounts for forfeitures related to drug and alcohol related crimes.  •Alcohol Forfeitures restricted for alcohol related crime expenses •Drug forfeitures restricted for law enforcement expenses •Previously, forfeiture funds were used for the replacement of the Incident Command Vehicle  and  purchase of body worn cameras. There is currently no planned use of remaining funds for 2022. 4 9/30/2021 Alcohol Forfeiture Balance $3,452 9/30/2020 Drug Forfeiture Balance $34,303 10/5/2021 3 City Grants Includes: NW Cable Communications Grant, recreation grants, and police  grants •NW Cable Communications Grant •September 30, 2021 fund balance of $149,432 •City used accumulated funds in 2017 for the City Council Chambers remodel project. •$40,000 budget in grant revenue for 2022 5 Recreation Grants •Account for donations, fees and revenues designated for  support of  specific community and recreational activities. •The activities identified for  2021 include the following Safety Camp $1,000 Luther Soccer League 10,000   Community Center Special Events  (Halloween Party, Holly Sunday) 14,500 6 10/5/2021 4 Police Grants •Account for local, state or federal grants for police activities. •The activities identified for  2022 include the following •Auto Theft Prevention Grant $34,200 •Auto Theft Investigator Grant 100,125 •Byrne Grant Funds (JAG) 8,000 •Violent Offenders Task  Force 21,000 •Towards  Zero Deaths 5,000 •Bullet Proof Vest  3,000 7 Internal Service Funds 8 10/5/2021 5 Internal Service Funds •Central Garage – Equipment Replacement •This fund accounts for the operation of a centralized management of fuel,  preventive maintenance, repair and replacement  of city owned motorized  equipment and fleet.  •Staffing FTE •Deputy Public Works  Director 1 •Crew Leader/Mechanic 1 •Mechanic 2 •Night Service Person 1 •Administrative Technician 1 •Note: In 2021 the Deputy Public Works  Director was included directly to this fund  and will be funded through central garage charges to supported funds. 9 2022 Budget 10 Significant Changes – Increase (Decrease) Central Garage Charges $256,534 Personal Services 15,711 Equipment Purchases (267,000) Administrative Services Transfer (474) 10/5/2021 6 Equipment Replacement 11 Operating Revenues Amount Fuel sales $345,000 Equipment replacement charges 1,321,339 Overhead charges 260,796 Repair/maintenance charges 400,000 Total  Operating Revenues $2,327,135 Operating Expenses Amount Personal services $637,911 Supplies 522,642 Services & charges 278,183 Capital outlay 1,046,500 Total  Expenses $2,485,236 Central Garage Cash Flow 12 10/5/2021 7 Debt Service Funds 13 Debt Service Funds •Improvement Bonds •Used to finance infrastructure (street) improvements •Repaid with special assessment and property tax revenues •Tax  Increment Bonds •Used to finance redevelopment projects •Repaid with tax increment revenues •Utility Revenue Bonds •Used to finance water, sewer, and store drainage infrastructure •Paid  from utility user fees •Not included as a debt service fund 14 10/5/2021 8 Proposed Bond Issue •Proposed debt issue primarily for infrastructure improvements identified in the CIP  for Grandview Area South Improvements (neighborhood reconstruction project). •Estimated new Debt Service Levy of approximately $200,000 required for  2023. 15 Fund (Revenue Source) Amount Street Reconstruction (tax levy)1,910,000 Water (user fees)3,800,000 Sewer (user fees)1,600,000 Storm Drainage (user fees)940,000 Total $8,250,000 Next Steps Joint City Council/Financial Commission Work  Sessions October 18, 2021 – Utility and Enterprise Funds Questions/Comments 16