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5.1 ERMUSR 12-08-2020UTILITIES COMMISSION MEETING TO: FROM: ERMU Commission Melissa Karpinski Finance Manager MEETING DATE: AGENDA ITEM NUMBER: December 8, 2020 5.1 SUBJECT: Financial Report October2020 ACTION REQUESTED: Receive the October 2020 Financial Report DISCUSSION: Please note that these are the preliminary ǒƓğǒķźƷĻķ financial statements. Electric October electric kWh sales are up from the prior year, 11%. For further breakdown: Residential usage is up 17% Small Commercial usage is up 14% Large Commercial usage is up 8% Electric Operating Revenues for October of $3,293,872 are more than prior year by 7% and favorable to budget by 5%. October YTD is 1% more than the prior year but unfavorable to budget by 1%. The YTDbudget variance is mainly due to Elk River Commercial Sales. Other Revenues of $179,923 are less than the prior year by 30% but are in line with budget. Other Revenues YTD are less than the prior year by7% but favorable to budget by 9%. The prior YTD variance is mainly due to Customer Penalties, due to not charging penalties on delinquent accounts during the Peacetime Emergency Order. Overall, Total Revenues of $3,473,795 are more than the prior year by 4% and favorable to budget by 5%. YTD is in line with the prior year and in line with budget. Purchased Power of $1,850,324 is more than the prior year by 4% but favorable to budget by 1%. YTD is less than prior year by 3% and is favorable to budget by 5%. Administrative Expenses of $263,806 are more than the prior year by 4% but are favorable to budget by 11%. YTD costs are more than the prior year by 11% but are favorable to budget by 4%. The main driver of the prior YTD variance is the recognition of $160,583 in Salaries expense due to COVID-19. An area that has seen a reduction in expense is Schools & Meetings due to COVID-19 as many trainings and meetings have been cancelled this year. ______________________________________________________________________________ Page 1 of 2 53 General Expenses of $26,738 areless than prior year by 8% and are favorable to budgetby 37%. YTD costs are morethan the prior year by 14% but are favorable to budget by 25%. The prior YTD variance is due to Commercial Rebates, but this is still favorable to YTD budget. Total expenses YTD are 1% less than prior year and are favorable to budget by 5%. The main driver of the prior YTD variance is Purchased Power. For October 2020, the Electric Department has a Net Profit of $676,186 and YTD Net Profit of $2,650,559. This is ahead of the budgeted monthly Net Profit of $402,215 and is more than the prior year monthly Net Profit of $618,529. YTD is ahead of the budgeted YTD Net Profit of $1,132,705 and is more than the prior YTD Net Profit of $2,261,035. Water Octobergallonsof water sold areupfrom the prior year, 42%.For furtherbreakdown: Residential use is up 74% Commercial use is up 21% Water Operating Revenues for October of $267,917 are ahead of prior year by 40% and are favorable to budget by 37%. YTD is ahead of prior year by 20% and is favorable to budget by 17%. The prior YTD variance is mainly due to Elk River Residential Sales. Other Revenues of $77,916 are ahead of prior year by 32% and favorable to budget by 76%. YTD is behind prior year by 6% but are favorable to budget by 34%. The main driver causing the prior YTD variance is Connection Fees. Overall, Total Revenues of $345,834 are ahead of prior year by 38% and ahead of prior YTD by 13%. YTD Total Revenues are favorable to budget by 20%. Total Expenses of $212,132 are less than prior yearby 3% but are ahead of prior YTD by 1%. YTD is also favorable to budget by 11%. For October 2020, the Water Department has a Net Profit of $133,678 and YTD Net Profit of $684,911. Thisis ahead of the budgeted monthly Net Loss of ($5,862) and is ahead of the prior year monthly Net Profit of $32,567. YTD is significantly ahead of the budgeted YTD Net Loss of ($98,790) and prior YTD Net Profit of $362,880. ATTACHMENTS: Balance Sheet 10.2020 Summary Electric Statement of Revenues, Expenses and Changes in Net Position 10.2020 Summary Water Statement of Revenues, Expenses and Changes in Net Position 10.2020 Graphs Prior Year and YTD 2020 Detailed Electric Statement of Revenues, Expenses and Changes in Net Position 10.2020 Detailed Water Statement of Revenues, Expenses and Changes in Net Position 10.2020 ______________________________________________________________________________ Page 2 of 2 54 55 56 57 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 58 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 59 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 60 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 61 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 $ 62 63 64 65 66 67 68 69 70 71 72