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5.1 ERMUSR 09-08-2020UTILITIES COMMISSION MEETING TO:FROM: ERMU Commission Melissa Karpinski –Finance Manager MEETING DATE: AGENDA ITEM NUMBER: September 8, 20205.1 SUBJECT: Financial Report – July 2020 ACTION REQUESTED: Receive the July 2020Financial Report DISCUSSION: Please note that these are the preliminary unaudited financial statements. Electric July’s electric kWhsales areupfrom the prior year, 26%. For further breakdown: Residential usageis up57% Small Commercial usage is up21% Large Commercial usage is up11% Electric Operating Revenues for Julyof $4,060,205are more than prior year by 24% and favorable to budget by 21%. July YTD is ahead of prior year by 1% but unfavorable to budget by 1%. The prior YTD variance is mainly due to Elk River Residential Sales. Other Revenues of $175,004 are less than the prior year by 16% butfavorable tobudgetby 5%. Other Revenues YTD are more than the prior year by 2% and favorable to budget by 10%. Overall, Total Revenues of $4,235,210 are more than the prior year by 21% and favorable to budget by 21%. YTD is more than the prior year by 1% and is in line with budget. Purchased Power of $2,781,902 is in line with the prior year but is unfavorable to budget by 4%. YTD is less than prior year by 4% and is favorable to budget by 2%. Administrative Expenses of $254,132 are more than the prior year by 6% but are favorable to budget by 8%. YTD costs are more than the prior year by 12% but are favorable to budgetby 2%. The main driver of the prior YTD variance is the recognition of $160,583 in Salaries expense due to COVID-19. eral Expenses of $32,515 are more than prior year by 37% but are favorable to budget by Gen 24%. YTD costs are more than the prior year by 7% but are favorable to budget by 33%. ______________________________________________________________________________ Page 1 of 2 38 Total expensesYTDare 2% less than prior year andare favorable to budget by 3%. The main driver of the prior YTD variance is Purchased Power. For July 2020, the Electric Department has a Net Profit of $477,470 and YTD Net Profit of $929,562. This is ahead of the budgeted monthly Net Loss of ($166,481) and is more than prior year monthly Net Loss of ($173,931). YTD is ahead of the budgeted YTD Net Profit of $431,135 and is more than the prior YTD Net Profit of $513,962. Water July gallons of water sold are up from the prior year, 62%. For further breakdown: Residential use is up 80% Commercial use is up 43% Water Operating Revenues for July of $463,966 are ahead of prior year by 67% and are favorable to budget by 63%. YTD is ahead of prior year by 25% and is favorable to budget by 23%. The prior YTD variance is mainly due to Elk River Residential Sales. Other Revenues of $45,362 are behind prior year by 36% but favorable to budget by 3%. Other revenues YTD are behind by 13% butare favorable to budget by 22%. The main driver causing the prior YTD variance is Connection Fees. Overall, Total Revenues of $509,329 are ahead of prior year by 46% and are ahead of prior YTD by 15%. YTD Total Revenues are favorable to budget by 23%. Total Expenses of $217,133 are ahead of prior year by 1% but are less than the prior YTD by 2%. YTD is alsofavorable to budget by 12%. For July 2020, the Water Department has a Net Profit of $292,134 and YTD Net Profit of $222,132. This is ahead of the budgeted monthly Net Profit of $78,403and is ahead of the prior year monthly Net Profit of $133,742. YTD is significantly ahead of the budgeted YTD Net Loss of ($326,435) and prior YTD Net Loss of ($43,665). ATTACHMENTS: Balance Sheet 07.2020 Summary Electric Statement of Revenues, Expenses and Changes in Net Position 07.2020 Summary Water Statement of Revenues, Expenses and Changes in Net Position 07.2020 Graphs Prior Year and YTD 2020 Detailed Electric Statement of Revenues, Expenses and Changes in Net Position 07.2020 Detailed Water Statement of Revenues, Expenses and Changes in Net Position 07.2020 ______________________________________________________________________________ Page 2 of 2 39 40 41 42 Elk River Municipal Utilities Monthly Electrical Demand 75.0 70.0 65.0 60.0 55.0 50.0 Demand in MW 45.0 40.0 35.0 30.0 Month 20192020 Elk River Municipal Utilities Monthly Energy Purchases 40,000 35,000 30,000 25,000 20,000 Energy Purchases in MWH 15,000 Month 20192020 43 Elk River Municipal Utilities Monthly Total Electric Load 40,000 35,000 30,000 25,000 Electric Load in MWH 20,000 15,000 Month 20192020 Elk River Municipal Utilities Monthly Electric Sales $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 Sales in Dollars $2,000,000 $1,500,000 $1,000,000 Month 20192020 44 Elk River Municipal Utilities Monthly Residential, Commercial & Industrial Loads 25,000 20,000 15,000 10,000 Loads in MWH 5,000 - Month 2019 Residential2020 Residential2019 Commercial 2020 Commercial2019 Industrial2020 Industrial Elk River Municipal Utilities Monthly Residential, Commercial & Industrial Sales $2,500,000 $2,000,000 $1,500,000 $1,000,000 Sales in Dollars $500,000 $0 Month 2019 Residential2020 Residential2019 Commercial 2020 Commercial2019 Industrial2020 Industrial 45 Elk River Municipal Utilities Monthly Water Pumpage 160 140 120 100 80 60 Pumpage in Million Gal. 40 20 0 Month 20192020 Elk River Municipal Utilities Peak Day Pumpage 6.0 5.0 4.0 3.0 illion Gal. 2.0 Peak Day in M 1.0 0.0 Month 20192020 46 Elk River Municipal Utilities Monthly Water Sales 140 $500,000 $450,000 120 $400,000 100 $350,000 $300,000 80 $250,000 60 $200,000 Sales In Dollars $150,000 40 Sales in Million Gal. $100,000 20 $50,000 $0 0 Month 2019 MG2020 MG2019 $2020 $ 47 48 49 50 51 52 53 54 55 56 57