Loading...
F. Quarterly Financial Status Review CITY OF CHANHASSEN 7700 Market Boulevard PO Box 147 Chanhassen, MN 55317 Administration Phone: 952.227.1100 Fax: 952.227.1110 Building Inspections Phone: 952.227.1180 Fax: 952.227.1190 Engineering Phone: 952.227.1160 Fax: 952.227.1170 Finance Phone: 952.227.1140 Fax: 952.227.1110 Park & Recreation Phone: 952.227.1120 Fax: 952.227.1110 Recreation Center 2310 Coulter Boulevard Phone: 952.227.1400 Fax: 952.227.1404 Planning & Natural Resources Phone: 952.227.1130 Fax: 952.227.1110 Public Works 1591 Park Road Phone: 952.227.1300 Fax: 952.227.1310 Senior Center Phone: 952.227.1125 Fax: 952.227.1110 Web Site WI1W.ci .chanhassen. mn. us F -- MEMORANDUM TO: Mayor City Council Members FROM: (J}? ' ()~. Greg Sticha, Finance Director DATE: May 14,2007 SUBJ: Quarterly Financial Report BACKGROUND As part of our KFS goals for 2007, it is the goal of the finance department to provide quarterly financial updates at the council work session. At these meetings we will provide year-to-date budget versus actual analysis of general fund expenditures, and a summary of how the city's investments have faired to date. In addition, other financial matters that have immediate concern may be discussed. This quarter's information includes the new financial report that will be distributed monthly in the correspondence packet. The new financial reports are a little more summarized and user friendly than previous reports. The city's investments for the first quarter of 2007 have had returns in the area of 5.0% to 5.7%, depending on the length and type of the investment. Also, in the first quarter of 2007 the city became a participant in the 4M fund, which was created in the early 90's by the League of Minnesota Cities. ATTACHMENT 1. General Fund financial report for 4-30-07. The City ot Chanhassen · A growing community with clean lakes, quality schools, a charming downtown, thriving businesses, winding trails, and beautiful parks. A great place to live, work, and play. General Ledger General Fund Expense-Budget vs Actual 4/30/2007 2007 2007 2007 2007 Description Budget Actual Dollars Unspent % Unspent CITY COUNCIL 123,400.00 47,833.42 75,566.58 61.24% ADMINISTRATION 438,000.00 127,796.93 310,203.07 70.82% FINANCE 318,000.00 83,016.34 234,983.66 73.89% LEGAL 168,000.00 31,190.31 136,809.69 81.43% PROPERTY ASSESSMENT 100,100.00 154.75 99,945.25 99.85% MANAGEMENT INFORMATION SYSTEMS 281,200.00 76,229.01 204,970.99 72.89% CITY HALL MAINTENANCE 428,600.00 344,827.22 83,772.78 19.55% ELECTIONS 19,700.00 0.00 19,700.00 100.00% LIBRARY BUILDING 102,200.00 36,135.69 66,064.31 64.64% GENERAL GOVERNMENT 1,979,200.00 747,183.67 1,232,016.33 62.25% POLICE/CARVER CO CONTRACT 1,333,700.00 37,644.26 1,296,055.74 97.18% FIRE PREVENTION & ADMIN 678,600.00 141,161.55 537,438.45 79.20% CODE ENFORCEMENT 756,100.00 195,009.86 561,090.14 74.21% AMINAL CONTROL 69,200.00 20,797.35 48,402.65 69.95% LAW ENFORCEMENT 2,837,600.00 394,613.02 2,442,986.98 86.09% ENGINEERING 528,400.00 162,122.28 366,277. 72 69.32% STREET MAINTENANCE 786,500.00 244,322.91 542,177.09 68.94% STREET LIGHTING & SIGNALS 314,900.00 90,449.24 224,450.76 71.28% CITY GARAGE 459,600.00 121,430.07 338,169.93 73.58% PUBLIC WORKS 2,089,400.00 618,324.50 1,471,075.50 70.41% PLANNING COMMISSION 4,200.00 1,489.76 2,710.24 64.53% PLANNING ADMINISTRATION 377,600.00 136,331.22 241,268.78 63.90% SENIOR FACILITY COMMISSION 30,100.00 8,308.80 21,791.20 72.40% COMMUNITY DEVELOPMENT 411,900.00 146,129.78 265,770.22 64.52% PARK COMMISSION 2,200.00 395.55 1,804.45 82.02% PARK ADMINISTRATION 123,500.00 38,478.00 85,022.00 68.84% RECREATION CENTER 269,100.00 82,328.64 186,771.36 69.41 % LAKE ANN PARK 71,800.00 3,084.59 68,715.41 95.70% PARK MAINTENANCE 819,600.00 214,336.83 605,263.17 73.85% SENIOR CITIZENS CENTER 52,400.00 15,185.53 37,214.47 71.02% RECREATION PROGRAMS 274,200.00 57,484.48 216,715.52 79.04% SELF-SUPPORTING PROGRAMS 131,500.00 28,406.72 103,093.28 78.40% PARK & RECREATION 1,744,300.00 439,700.34 1,304,599.66 74.79% GRAND TOTAL 9,062,400.00 2,345,951.31 6,716,448.69 74.11% General Ledger Revenue- Budget vs Actual VITYOF UlBSSEN User: danielle Printed: 04110107 08:38:58 Period 01 - 03 Fiscal Year 2007 - 2007 Account Number Description 2007 2007 2007 2007 Budget End BalAvaiVUncollect % Avail/Vncollect Revenue 101-0000-3002 Allowance for Delinquents 320,000.00 0.00 320,000.00 100.00 101-0000-3010 Current Property Tax -6,558,100.00 0.00 -6,558,100.00 100.00 101-0000-3011 Delinquent Property Tax -50,000.00 0.00 -50,000.00 100.00 0000 -6,288,100.00 0.00 -6,288,100.00 100.00 Grand Total -6,288,100.00 0.00 -6,288,100.00 100.00 PROPERTY TAXES -6,288,100.00 0.00 -6,288,100.00 100.00 101-0000-3205 Dog or Cat 0.00 -7.50 7.50 0.00 0000 0.00 -7.50 7.50 0.00 101-1120-3284 Garbage Hauler -3,000.00 -1,800.00 -1,200.00 40.00 1120 ADMINISTRA nON -3,000.00 -1,800.00 -1,200.00 40.00 101-1210-3213 Solicitor -500.00 0.00 -500.00 100.00 101-1210-3226 Liquor On and Off Sale -84,000.00 -77,268.00 -6,732.00 8.01 1210 POLICEICARVER CO CONTRACT -84,500.00 -77,268.00 -7,232.00 8.56 101-1250-3230 Rental Housing License -15,000.00 -4,000.00 -11,000.00 73.33 1250 CODE ENFORCEMENT -15,000.00 -4,000.00 -11,000.00 73.33 101-1260-3203 Dog Kennel -500.00 -409.00 -91.00 18.20 101-1260-3205 Dog or Cat -4,500.00 -1,547.75 -2,952.25 65.61 1260 AMINAL CONTROL -5,000.00 -1,956.75 -3,043.25 60.87 Grand Total -107,500.00 -85,032.25 -22,467.75 20.90 LICENSES -107,500.00 -85,032.25 -22,46775 20.90 101-0000-3301 Building 0.00 -1,599.50 1,599.50 0.00 0000 0.00 -1,599.50 1,599.50 0.00 101-1210-3308 Gun -1,000.00 -20.00 -980.00 98.00 1210 POLICEfCARVER CO CONTRACT -1,000.00 -20.00 -980.00 98.00 101-1220-3309 Fire Suppression -14,000.00 -6,229.29 -7,770.71 55.51 1220 FIRE PREVENTION & ADMIN -14,000.00 -6,229.29 -7,770.71 55.51 101-1250-3301 Building -825,000.00-110,268.10 -714,731.90 86.63 101-1250-3302 Plan Check -330,000.00 -60,636.62 -269,363.38 81.63 101-1250-3305 Heating & NC -120,000.00 -28,199.27 -91,800.73 76.50 101-1250-3306 Plumbing -85,000.00 -17,724.66 -67,275.34 79.15 101-1250-3330 Elec Permit App Forms 0.00 -12.00 12.00 0.00 101-1250-3390 Miscellaneous Permits -100.00 0.00 -100.00 100.00 1250 CODE ENFORCEMENT -1,360,100.00 -216,840.65 -1,143,259.35 84.06 101-1260-3320 Stable -300.00 0.00 -300.00 100.00 1260 AMINAL CONTROL -300.00 0.00 -300.00 100.00 101-1310-3307 Trenching -35,000.00 -5,215.05 -29,784.95 85.10 101-1310-3390 Miscellaneous Permits -850.00 -125.00 -725.00 85.29 1310 ENGINEERING -35,850.00 -5,340.05 -30,509.95 85.1 0 101-1420-3311 Sign -6,500.00 -2,545.00 -3,955.00 60.85 101-1420-3390 Miscellaneous Permits -50.00 0.00 -50.00 100.00 1420 PLANNING ADMINISTRATION -6,550.00 -2,545.00 -4,005.00 61.15 Grand Total -1,417,800.00-232,574.49 -1,185,225.51 83.60 PERMITS -1,417,800.00-232,57449 -1,185,225.51 83.60 101-1210-3401 Traffic & Ordinance Violation -130,000.00 -12,290.31 -117,709.69 90.55 101-1210-3405 Other Fines and Penalties 0.00 0.00 0.00 0.00 1210 POLICEfCARVER CO CONTRACT -130,000.00 -12,290.31 -117,709.69 90.55 1 2007 2007 2007 2007 Account Number Description Budget End BalAvail/Uncollect % Avail/Uncollect 101-1260-3402 Vehicle Lock Out -2,500.00 -350.00 -2,150.00 86.00 101-1260-3404 Dog or Cat Impound -4,000.00 -528.95 -3,471.05 86.78 1260 AMINAL CONTROL -6,500.00 -878.95 -5,621.05 86.48 Grand Total -136,500.00 -13,169.26 -123,330.74 90.35 FINES & PENALTIES -136,500.00 -13,169.26 -123,330.74 90.35 101-0000-3509 Other Shared Taxes -20,000.00 0.00 -20,000.00 100.00 0000 -20,000.00 0.00 -20,000.00 100.00 101-1210-3510 State Grants -40,000.00 0.00 -40,000.00 100.00 1210 POLICE/CARVER CO CONTRACT -40,000.00 0.00 -40,000.00 100.00 101-1220-3509 Other Shared Taxes -145,000.00 0.00 -145,000.00 100.00 1220 FIRE PREVENTION & ADMIN -145,000.00 0.00 -145,000.00 100.00 Grand Total -205,000.00 0.00 -205,000.00 100.00 INTERGOVERNMENTAL REVENUES -205,000.00 0.00 -205,000.00 100.00 101-0000-3602 Variance & Cond Use Permits 0.00 -50.00 50.00 0.00 0000 0.00 -50.00 50.00 0.00 101-1120-3601 Sale of Documents -250.00 0.00 -250.00 100.00 1120 ADMINISTRATION -250.00 0.00 -250.00 100.00 101-1130-3604 Assessment Search -500.00 -240.00 -260.00 52.00 101-1130-3619 Investment Mgmt Fee -75,000.00 0.00 -75,000.00 100.00 1130 FINANCE -75,500.00 -240.00 -75,260.00 99.68 101-1170-3613 Misc. - General Government -2,000.00 -471.35 -1,528.65 76.43 1170 CITY HALL MAINTENANCE -2,000.00 -471.35 -1,528.65 76.43 101-1190-3638 Food Concessions -1,500.00 0.00 -1,500.00 100.00 1190 LIBRARY BUILDING -1,500.00 0.00 -1,500.00 100.00 101-1210-3629 MiSC.-Public Safety -2,000.00 0.00 -2,000.00 100.00 1210 POLICE/CARVER CO CONTRACT -2,000.00 0.00 -2,000.00 100.00 101-1310-3601 Sale of Documents -3,600.00 -380.88 -3,219 12 89.42 101-1310-3605 Plat Recording Fees -7,500.00 -450.00 -7,050.00 94.00 101-1310-3614 Construction Admin Fee -120,000.00 0.00 -120,000.00 100.00 101-1310-3617 Engineering General -1,000.00 0.00 -1,000.00 100.00 101-1310-3629 Misc.-Public Safety -2,000.00 -200.00 -1,800.00 90.00 1310 ENGINEERING -134,100.00 -1,030.88 -133,069.12 99.23 101-1350-3649 Misc.-Public Works -5,000.00 0.00 -5,000.00 100.00 1350 STREET LIGHTING & SIGNALS -5,000.00 0.00 -5,000.00 100.00 101-1420-3601 Sale of Documents -150.00 -55.00 -95.00 63.33 101-1420-3602 Variance & Cond Use Permits -45,000.00 -10,197.00 -34,803.00 77.34 101-1420-3603 Rezoning -2,000.00 0.00 -2,000.00 100.00 101-1420-3605 Plat Recording Fees -2,500.00 -450.00 -2,050.00 82.00 101-1420-3613 Misc. - General Government -8,000.00 -502.00 -7,498.00 93.73 1420 PLANNING ADMINISTRATION -57,650.00 -11,204.00 -46,446.00 80.57 101-1530-3631 Recreation Center Operations -3,500.00 -475.51 -3,024.49 86.41 1530 RECREATION CENTER -3,500.00 -475.51 -3,024.49 86.41 101-1531-3631 Recreation Center Operations -23,000.00 -7,348.67 -15,651.33 68.05 1531 ROOM RENTAL -23,000.00 -7,348.67 -15,651.33 68.05 101-1532-3630 Recreation Program Fees -9,000.00 -1,036.55 -7,963.45 88.48 101-1532-3631 Recreation Center Operations -50,000.00 -8,964.07 -41,035.93 82.07 1532 FITNESS -59,000.00 -10,000.62 -48,999.38 83.05 101-1533-3631 Recreation Center Operations -500.00 -75.05 -424.95 84.99 1533 PERSONAL TRAINING -500.00 -75.05 -424.95 84.99 101-1534-3631 Recreation Center Operations -58,000.00 -18,785.50 -39,214.50 67.61 1534 DANCE -58,000.00 -18,785.50 -39,214.50 67.61 101-1540-3635 Watercraft Rental -4,000.00 0.00 -4,000.00 100.00 101-1540-3638 Food Concessions -10,500.00 0.00 -10,500.00 100.00 1540 LAKE ANN PARK -14,500.00 0.00 -14,500.00 100.00 101-1541-3634 Park Facility Usage Fee -12,000.00 -931.56 -11,068.44 92.24 1541 PICNICS -12,000.00 -931.56 -11,068.44 92.24 2 2007 2007 2007 2007 Account Number Description Budget End BalAvaiVUncollect % AvaiIlUncollect 101-1545-3633 Equipment Rental -200.00 0.00 -200.00 100.00 1545 VOLLEYBALL KITIBALLFIELD RENT -200.00 0.00 -200.00 100.00 101-1546-3639 Misc. Park & Rec. -800.00 0.00 -800.00 100.00 1546 CANOE RACK RENTAL -800.00 0.00 -800.00 100.00 101-1560-3637 Senior Programs -30,000.00 -7,114.11 -22,885.89 76.29 1560 SENIOR CITIZENS CENTER -30,000.00 -7,114.11 -22,885.89 76.29 101-1611-3636 Self Supporting Programs -5,000.00 -4,093.74 -906.26 18.13 1611 FEBRUARY FESTIVAL -5,000.00 -4,093.74 -906.26 18.13 101-1613-3636 Self Supporting Programs -6,400.00 0.00 -6,400.00 100.00 1613 FOURTH OF JULY -6,400.00 0.00 -6,400.00 100.00 101-1614-3630 Recreation Program Fees -3,000.00 0.00 -3,000.00 100.00 1614 HALLOWEEN PARTY -3,000.00 0.00 -3,000.00 100.00 101-1616-3630 Recreation Program Fees -18,000.00 0.00 -18,000.00 100.00 1616 SUMMER PLAYGROUND -18,000.00 0.00 -18,000.00 100.00 101-1710-3636 Self Supporting Programs -36,000.00 -6,446.63 -29,553.37 82.09 1710 PRESCHOOL SPORTS -36,000.00 -6,446.63 -29,553.37 82.09 101-1711-3636 Self Supporting Programs -1,600.00 12440 -1,724 40 107.78 1711 PRESCHOOL ACTIVITIES -1,600.00 124.40 -1,724.40 107.78 101-1730-3636 Self Supporting Programs -28,000.00 -2,395.52 -25,604.48 91.44 1730 YOUTH SPORTS -28,000.00 -2,395.52 -25,604.48 91.44 101-1731-3636 Self Supporting Programs -50,000.00 -7,937.83 -42,062.17 8412 1731 YOUTH ACTIVITIES -50,000.00 -7,937.83 -42,062.17 84.12 101-1760-3636 Self Supporting Programs 0.00 -40.00 40.00 0.00 1760 ADULT SPORTS 0.00 -40.00 40.00 0.00 101-1761-3636 Self Supporting Programs -8,500.00 -1,677.73 -6,822.27 80.26 1761 ADULT ACTIVITIES -8,500.00 -1,677.73 -6,822.27 80.26 101-1763-3636 Self Supporting Programs -650.00 0.00 -650.00 100.00 1763 SPRING 3-0N-3 BASKETBALL -650.00 0.00 -650.00 100.00 101-1764-3636 Self Supporting Programs -1,450.00 -747.21 -702.79 48.47 1764 WINTER 3-0N-3 BASKETBALL -1,450.00 -747.21 -702.79 48.47 101-1766-3636 Self Supporting Programs -19,200.00 -394.75 -18,805.25 97.94 1766 SUMMER SOFTBALL -19,200.00 -394.75 -18,805.25 97.94 101-1767-3636 Self Supporting Programs -3,200.00 0.00 -3,200.00 100.00 1767 FALLSOFfBALL -3,200.00 0.00 -3,200.00 100.00 Grand Total -660,500.00 -81,336.26 -579,163.74 87.69 CHARGES FOR SERVICES -660,500.00 -81,336.26 -579,163.74 87.69 101-0000-3801 Bank Interest Earnings -70,000.00 0.00 -70,000.00 100.00 101-0000-3803 Building Rental 0.00 -900.00 900.00 0.00 101-0000-3807 Donations -5,000.00 0.00 -5,000.00 100.00 101-0000-3903 RefundsfReimbursements 0.00 -1.00 1.00 0.00 101-0000-3910 Miscellaneous Revenue 0.00 -383.45 383.45 0.00 0000 -75,000.00 -1,284.45 -73,715.55 98.29 101-1110-3903 Refunds/Reimbursements 0.00 -14.25 14.25 0.00 1110 CITY COUNCIL 0.00 -14.25 14.25 0.00 101-1120-3802 Equipment Rental & Sale -110,000.00 -13,599.00 -96,401.00 87.64 101-1120-3903 Refunds/Reimbursements -500.00 -1.00 -499.00 99.80 1120 ADMINISTRATION -110,500.00 -13,600.00 -96,900.00 87.69 101-1130-3820 Misc. Other Revenue -5,000.00 -30.00 -4,970.00 99.40 101-1130-3829 InterestlPenalty -500.00 0.00 -500.00 100.00 101-1130-3903 RefundsfReimbursements -5,000.00 -0.03 -4,999.97 100.00 101-1130-3980 Cash Short/Over 0.00 -1.07 1.07 0.00 1130 FINANCE -10,500.00 -3110 -10,468.90 9970 101-1140-3808 Insurance Reimbursements 0.00 0.00 0.00 0.00 1140 LEGAL 0.00 0.00 0.00 0.00 101-1170-3808 Insurance Reimbursements -5,000.00 0.00 -5,000.00 100.00 101-1170-3903 RefundsfReimbursements -600.00 0.00 -600.00 100.00 3 2007 2007 2007 2007 Account Number Description Budget End BalAvaiUUncollect % AvaiUUncollect 1170 CITY HALL MAINTENANCE -5,600.00 0.00 -5,600.00 100.00 101-1190-3803 Building Rental 0.00 0.00 0.00 0.00 1190 LIBRARY BUILDING 0.00 0.00 0.00 0.00 101-1210-3807 Donations -2,000.00 -2,250.00 250.00 -12.50 1210 POLICE/CARVER CO CONTRACf -2,000.00 -2,250.00 250.00 -12.50 101-1220-3903 Refunds/Reimbursements -2,500.00 0.00 -2,500.00 100.00 1220 FIRE PREVENTION & ADMIN -2,500.00 0.00 -2,500.00 100.00 101-1250-3816 SAC Retainer -5,000.00 0.00 -5,000.00 100.00 101-1250-3818 Sur-Tax Retainer -1,500.00 -116.61 -1,383.39 92.23 101-1250-3903 Refunds/Reimbursements -1,500.00 -114.75 -1,385.25 92.35 101-1250-3980 Cash Short/Over 0.00 -0.03 0.03 0.00 1250 CODE ENFORCEMENT -8,000.00 -231.39 -7,768.61 97.11 101-1310-3903 Refunds/Reimbursements -500.00 -25.00 -475.00 95.00 1310 ENGINEERING -500.00 -25.00 -475.00 95.00 101-1320-3903 Refunds/Reimbursements -1,250.00 -252.82 -997 18 79.77 101-1320-3910 Miscellaneous Revenue 0.00 -200.00 200.00 0.00 1320 STREET MAINTENANCE -1,250.00 -452.82 -797.18 63.77 101-1350-3903 Refunds/Reimbursements -11,000.00 -39.38 -10,960.62 99.64 1350 STREET LIGHTING & SIGNALS -11,000.00 -39.38 -10,960.62 99.64 101-1370-3903 Refunds/Reimbursements -700.00 -62.50 -637.50 91.07 1370 CITY GARAGE -700.00 -62.50 -637.50 91.07 101-1420-3903 Refunds/Reimbursemcnts -100.00 -26.16 -73.84 73.84 1420 PLANNING ADMINISTRATION -100.00 -26.16 -73.84 73.84 101-1520-3903 Refunds/Reimbursements -5,000.00 0.00 -5,000.00 100.00 1520 PARK ADMINISTRATION -5,000.00 0.00 -5,000.00 100.00 101-1534-3903 Refunds/Reimbursements -500.00 0.00 -500.00 100.00 1534 DANCE -500.00 0.00 -500.00 100.00 101-1550-3903 Refunds/Reimbursements -500.00 -3,475.00 2,975.00 -595.00 1550 PARK MAINTENANCE -500.00 -3,475.00 2,975.00 -595.00 101-1560-3807 Donations 0.00 -100.00 100.00 0.00 1560 SENIOR CITIZENS CENTER 0.00 -100.00 100.00 0.00 101-1600-3807 Donations -13,000.00 -7,300.00 -5,700.00 43.85 101-1600-3903 Refunds/Reimbursements -150.00 -53.80 -96.20 64.13 1600 RECREATION PROGRAMS -13,150.00 -7,353.80 -5,796.20 44.08 101-1731-3903 Refunds/Reimbursements -200.00 0.00 -200.00 100.00 1731 YOUTH ACTIVITIES -200.00 0.00 -200.00 100.00 Grand Total -247,000.00 -28,945.85 -218,054.15 88.28 MISC REVENUE -247,000.00 -28,945.85 -218,054 15 88.28 Grand Total -9,062,400.00-441,058.11 -8,621,341.89 9513 4