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Information #1 03-21-2022Information cty of I Elk -�-�=1 River To: Ma�Tor and CinT Council From: Lori Stich, Assistant Finance Director Date: MaYch 21, 2022 SubjeCt: FebruaryT 2022 Monthly Financial Report Memorandum This report is designed to provide summaryT information regarding the overall level of revenues and expenditures in the General Fund, the Multipurpose Facility Special Revenue Fund, and the Enterprise Funds. These funds provide an important picture of the cit�-'s financial health. For the month of FebruaryT, actual revenues (excluding propertyT taxes and transfers in) and expendituYes should run about 17% of the annual budget. It is natuYal foY some of the items to var�r from month to month, such as exceeding budget for Supplies but being below budget for Services. This is not considered serious as long as the total expenditure budget amount is not oveYspent. Significant variances from budget are highlighted below accompanied `vith a general discussion for the variance. GENERAL FUND Revenues: ■ PropertyT taxes, our largest revenue source, are received in JulyT and December. ■ License & permit collections are 9% of budget estimates consisting primarilyT of building- related peYmits. ■ Charges for services are about 29% of estimates with plan check fees, first-half school liaison contract, and recreation fees making up the majority of collections. ■ Transfers in consists of ERIVIU's 4% JanuaryT electric revenues, the remaining transfers in from other funds `vill be recorded mid-�Tear. Expenditures: ■ Total departmental expenditures are about 12% of budget and most departments are within or below budget estimates. 2022 Monthly Expenditures � 0 z a � � 0 _ � � Szo,000 Sis,000 Si6,000 S14,000 $12,000 $io,000 $s,000 S6,000 S4,000 - SZ,000 So Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec iActual $1,033 $2,333 Budget $1,576 $3,152 $4,728 $6,305 $7,881 $9,457 $11,033 $12,609 $14,185 $15,761 $17,338 $18,914 MULTIPURPOSE FACILITY ThYough the end of Februaryr, revenues of $247,620 exceed expenditures of $141,038 by $106,582. The majorit�r of February collections consist of ice and facility rentals, hockey game admissions and recreation fees, �vhile expenditures are primaril�T attributable to personal services and utilities. ATTAC H M ENTS ■ General Fund Revenue & Expense Report ■ Multipurpose Facilit�r Revenue & Expense Report ■ Enterprise Funds — Budget to Actual ■ Cash Report — All Funds 3-17-2022 01:09 PM CITY OF ELK RIVER PAGE: 1 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: FEBRUARY 28TH, 2022 101-GENERAL FUND FINANCIAL SUMMARY 16.67o OF YEAR COMPLETED CURRENT CURRENT YEAR TO DATE o OF BUDGET PRIOR FY BUDGET PERIOD ACTUAL BUDGET BALANCE YTD BALANCE REVENUE SUMMARY General Fund 18,913,650.00 242,903.01 488,943.25 2.59 18,424,706.75 409,016.75 TOTAL REVENUES 18,913,650.00 242,903.01 488,943.25 2.59 18,424,706.75 409,016.75 EXPENDITURE SUMMARY General Government City Council Communications Administrative Services Human Resources Elections Finance Information Technology Legal Community Development Planning Building Maintenance TOTAL General Government Public Safety Police Administration Patrol Investigations Police Support Services Police Reserves Public safety building Fire Administration Fire Operations Emergency Management Building Safety Code Enforcement Environmental TOTAL Public Safety Public Works Street Maintenance Snow Removal Equipment Services Engineering TOTAL Public Works 189,250.00 10,740.37 28,580.38 15.10 160,669.62 22,175.88 412,750.00 26,791.33 44,674.27 10.82 368,075.73 38,029.61 618,500.00 42,604.56 64,750.31 10.47 553,749.69 69,763.38 376,600.00 21,676.32 33,610.54 8.92 342,989.46 29,199.24 48,700.00 0.00 0.00 0.00 48,700.00 0.00 686,150.00 67,098.06 89,340.59 13.02 596,809.41 72,097.15 542,550.00 39,088.65 57,676.35 10.63 484,873.65 64,776.61 255,000.00 21,968.41 21,968.41 8.62 233,031.59 14,925.58 213,500.00 13,631.80 59,266.65 27.76 154,233.35 55,682.63 388,100.00 29,456.86 45,665.71 11.77 342,434.29 44,026.90 931,250.00 b2,560.25 104,265.03 11.20 826,984.97 97,310.36 4,662,350.00 335,616.61 549,798.24 11.79 4,112,551.76 507,987.34 994,200.00 49,121.47 188,018.59 18.91 806,181.41 176,944.81 3,445,600.00 228,665.79 422,891.87 12.27 3,022,708.13 344,043.51 1,306,250.00 99,432.41 149,796.51 11.47 1,156,453.49 136,887.03 868,200.00 56,783.71 89,048.70 10.26 779,151.30 80,820.21 16,250.00 1,666.00 1,666.00 10.25 14,584.00 1,371.06 158,100.00 15,652.41 18,939.23 11.98 139,160.77 18,660.77 1,097,600.00 66,911.36 108,848.63 9.92 988,751.37 100,463.98 483,350.00 43,467.90 68,343.85 14.14 415,006.15 61,916.42 30,250.00 403.88 445.76 1.47 29,804.24 502.70 548,650.00 44,144.49 67,584.60 12.32 481,065.40 57,766.65 94,200.00 6,945.40 11,036.66 11.72 83,163.34 10,515.97 62,500.00 3,923.40 b,045.76 9.67 56,454.24 6,834.69 9,105,150.00 617,118.22 1,132,666.16 12.44 7,972,483.84 996,727.80 1,429,500.00 87,037.89 144,282.91 10.09 1,285,217.09 144,148.15 338,000.00 46,076.43 123,030.43 36.40 214,969.57 130,812.44 362,800.00 26,515.98 42,900.83 11.82 319,899.17 33,937.33 493,450.00 30,901.44 47,574.68 9.64 445,875.32 47,606.49 2,623,750.00 190,531.74 357,788.85 13.64 2,265,961.15 356,504.41 3-17-2022 01:09 PM CITY OF ELK RIVER PAGE: 2 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: FEBRUARY 28TH, 2022 101-GENERAL FUND FINANCIAL SUMMARY Culture & Recreation Parks Department Parks & Rec Admin Recreation Programs Farmers Market Sr Citizen Programs TOTAL Culture & Recreation Economic Development Economic Development Energy City TOTAL Economic Development General TOTAL EXPENDITURES REVENUES OVER/(UNDER) EXPENDITURES CURRENT CURRENT BUDGET PERIOD 16.67o OF YEAR COMPLETED YEAR TO DATE o OF BUDGET PRIOR FY ACTUAL BUDGET BALANCE YTD BALANCE 1,548,700.00 90,019.21 164,577.36 10.63 1,384,122.64 118,307.65 621,000.00 46,376.29 83,522.04 13.45 537,477.96 65,691.77 171,300.00 11,245.12 12,412.20 7.25 158,887.80 7,367.94 8,750.00 207.18 207.18 2.37 8,542.82 131.67 133,950.00 9,090.43 16,364.78 12.22 117,585.22 12,508.64 2,483,700.00 156,938.23 277,083.56 11.16 2,206,616.44 204,007.67 0.00 76.03 13,263.73 0.00 ( 13,263.73) 9,752.72 38,700.00 1,568.21 2,382.76 6.16 36,317.24 3,271.36 38,700.00 1,644.24 15,646.49 40.43 23,053.51 13,024.08 18,913,650.00 1,301,849.04 2,332,983.30 12.33 16,580,666.70 2,078,251.30 0.00 ( 1,058,946.03)( 1,844,040.05) 1,844,040.05 ( 1,669,234.55) 3-17-2022 01:09 PM CITY OF ELK RIVER PAGE: 3 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: FEBRUARY 28TH, 2022 101-GENERAL FUND 16.67o OF YEAR COMPLETED CURRENT CURRENT YEAR TO DATE o OF BUDGET PRIOR FY REVENUES BUDGET PERIOD ACTUAL BUDGET BALANCE YTD BALANCE General Fund raxes 101-3-0000-3111 Current Ad Valorem Taxes 13,109,300.00 101-3-0000-3121 Gravel Tax 180,000.00 TOTAL Taxes 13,289,300.00 Licenses & Permits 101-3-0000-3211 Liquor License 76,000.00 101-3-0000-3213 Cigarette License 3,000.00 101-3-0000-3214 Rental License 65,000.00 101-3-0000-3216 Mining License 26,000.00 101-3-0000-3217 Garbage Hauler License 2,000.00 101-3-0000-3218 Other Business License/Permit 16,000.00 101-3-0000-3229 NPDES Permit 22,000.00 101-3-0000-3231 Building Permit 500,000.00 101-3-0000-3232 Plumbing/Heating Permit 140,000.00 101-3-0000-3233 Permit Surcharge 700.00 101-3-0000-3235 Animal License 0.00 101-3-0000-3237 Other Non-Business Lic/Permit 15,000.00 TOTAL Licenses & Permits 865,700.00 Intergovernmental Rev 101-3-0000-3322 MV Credit 101-3-0000-3323 Fire State Aid 101-3-0000-3325 Police 2o Aid 101-3-0000-3326 Police Training Reimb 101-3-0000-3329 State Crime Prevention Grant TOTAL Intergovernmental Rev Charges for Services 101-3-0000-3412 Planning & Zoning Fees 101-3-0000-3413 Plan Check Fee 101-3-0000-3415 Special Assessment Search 101-3-0000-3417 Copies 101-3-0000-3418 Other General Govt Services 101-3-0000-3430 Lockout Fees 101-3-0000-3431 Police Services 101-3-0000-3432 School Liaison 101-3-0000-3434 Animal Impound Fee 101-3-0000-3436 Fire Contracts 101-3-0000-3437 Fire Services 101-3-0000-3451 Street Services 101-3-0000-3452 Engineering Services Reimb 101-3-0000-3461 Recreation Fees 101-3-0000-3462 Sr Center Activities 101-3-0000-3463 Farmer's Market 0.00 0.00 0.00 13,109,300.00 0.00 0.00 0.00 0.00 180,000.00 0.00 0.00 0.00 0.00 13,289,300.00 0.00 2,800.00 2,880.00 3.79 73,120.00 235.00 0.00 0.00 0.00 3,000.00 0.00 6,875.00 11,725.00 18.04 53,275.00 18,201.00 0.00 0.00 0.00 26,000.00 0.00 125.00 125.00 6.25 1,875.00 420.00 3,150.00 4,415.00 27.59 11,585.00 1,170.00 1,050.00 2,100.00 9.55 19,900.00 1,750.00 19,159.00 35,812.00 7.16 464,188.00 65,363.50 8,312.57 17,359.86 12.40 122,640.14 29,518.14 282.52 1,365.46 195.07 ( 665.46) 3,874.02 260.00 360.00 0.00 ( 360.00) 150.00 820.00 2,010.00 13.40 12,990.00 1,720.00 42,834.09 78,152.32 9.03 787,547.68 122,401.66 6,000.00 0.00 0.00 0.00 6,000.00 215,000.00 0.00 0.00 0.00 215,000.00 315,000.00 0.00 0.00 0.00 315,000.00 32,000.00 0.00 0.00 0.00 32,000.00 55,000.00 ( 9,192.81)( 9,192.81) 16.71- 64,192.81 623,000.00 ( 9,192.81)( 9,192.81) 1.48- 632,192.81 25,000.00 250,000.00 500.00 1,500.00 500.00 5,500.00 18,000.00 162,000.00 1,000.00 335,000.00 6,000.00 25,000.00 20,000.00 60,000.00 35,000.00 15,000.00 1,200.00 7,868.55 60.00 141.56 0.00 140.00 2,320.00 79,245.00 175.00 0.00 0.00 265.00 0.00 1,150.00 1,985.00 2,950.00 2,818.75 14,788.17 90.00 144.31 13.00 345.00 2,340.00 79,245.00 225.00 171,535.00 0.00 275.00 0.00 2,105.00 6,724.00 10,500.00 11.28 5.92 18.00 9.62 2.60 6.27 13.00 48.92 22.50 51.20 0.00 1.10 0.00 3.51 19.21 70.00 22,181.25 235,211.83 410.00 1,355.69 487.00 5,155.00 15,660.00 82,755.00 775.00 163,465.00 6,000.00 24,725.00 20,000.00 57,895.00 28,276.00 4,500.00 0.00 0.00 0.00 0.00 0.00 0.00 2,590.00 36,472.07 120.00 358.31 0.00 620.00 150.00 75,832.50 0.00 0.00 0.00 765.00 0.00 195.00 4,882.00 13,930.00 3-17-2022 01:09 PM CITY OF ELK RIVER PAGE: 4 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: FEBRUARY 28TH, 2022 101-GENERAL FUND CURRENT BUDGET 19,000.00 25,000.00 13,000.00 1,000.00 1,018,000.00 CURRENT PERIOD 6,800.00 4,302.82 ( 260.00 45.00 108,907.93 16.67o OF YEAR COMPLETED YEAR TO DATE o OF BUDGET PRIOR FY ACTUAL BUDGET BALANCE YTD BALANCE 7,000.00 36.84 12,000.00 2,175.00 3,344.18) 13.38- 28,344.18 2,142.00 1,040.00 8.00 11,960.00 520.00 90.00 9.00 910.00 85.00 295,934.05 29.07 722,065.95 140,836.88 REVENUES 101-3-0000-3469 Elk RiverFest 101-3-0000-3472 Park Use Fee 101-3-0000-3483 Sewer Inspection Fee 101-3-0000-3484 Contractor License Check TOTAL Charges for Services Fines & Forfeits 101-3-0000-3510 Court Fines TOTAL Fines & Forfeits Special Assessments 101-3-0000-3610 Special Assmts-County TOTAL Special Assessments Other Revenue 101-3-0000-3621 Interest Income 101-3-0000-3625 Refunds & Reimbursements 101-3-0000-3626 Contributions 101-3-0000-3629 Miscellaneous Revenue TOTAL Other Revenue Transfers In 101-3-0000-3921 Transfers 101-3-0000-3924 Transfer - MPF 101-3-0000-3926 Transfer-Capital Outlay Resery 101-3-0000-3930 Transfer-Development 101-3-0000-3942 Transfer-WGSTS 101-3-0000-3943 Transfer-Liquor 101-3-0000-3944 Transfer-Garbage 101-3-0000-3945 Transfer-Utilities 101-3-0000-3946 Transfer-Stormwater 101-3-0000-3948 Transfer-EDA 101-3-0000-3949 Transfer-HRA TOTAL Transfers In 120,000.00 12,935.45 12,935.45 10.78 107,064.55 6,580.14 120,000.00 12,935.45 12,935.45 10.78 107,064.55 6,580.14 0.00 ( 802.34) 0.00 0.00 0.00 0.00 0.00 ( 802.34) 0.00 0.00 0.00 0.00 100,000.00 0.00 0.00 0.00 100,000.00 23,426.80 130,000.00 0.00 0.00 0.00 130,000.00 547.41 20,000.00 5,150.00 25,150.00 125.75 ( 5,150.00) 0.00 10,000.00 221.35 1,458.73 14.59 8,541.27 2,253.60 260,000.00 5,371.35 26,608.73 10.23 233,391.27 26,227.81 0.00 140,000.00 50,000.00 10,650.00 165,000.00 750,000.00 54,000.00 1,355,000.00 135,000.00 43,000.00 35,000.00 2,737,650.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 82,849.34 0.00 0.00 0.00 82,849.34 1,656.17 0.00 0.00 0.00 0.00 0.00 0.00 82,849.34 0.00 0.00 0.00 84,505.51 0.00 ( 1,656.17) 0.00 140,000.00 0.00 50,000.00 0.00 10,650.00 0.00 165,000.00 0.00 750,000.00 0.00 54,000.00 6.11 1,272,150.66 0.00 135,000.00 0.00 43,000.00 0.00 35,000.00 3.09 2,653,144.49 460.00 0.00 0.00 0.00 0.00 0.00 0.00 112,510.26 0.00 0.00 0.00 112,970.26 TOTAL General Fund 18,913,650.00 242,903.01 488,943.25 2.59 18,424,706.75 409,016.75 TOTAL REVENUE 18,913,650.00 242,903.01 488,943.25 2.59 18,424,706.75 409,016.75 3-17-2022 01:10 PM CITY OF ELK RIVER PAGE: 1 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: FEBRUARY 28TH, 2022 221-MULTIPURPOSE FACILITY FINANCIAL SUMMARY REVENUE SUMMARY Multipurpose Facility Hockey Skating Concessions TOTAL REVENUES EXPENDITURE SUMMARY Culture & Recreation Multipurpose Facility Hockey Skating Concessions TOTAL Culture & Recreation TOTAL EXPENDITURES REVENUES OVER/(UNDER) EXPENDITURES CURRENT CURRENT BUDGET PERIOD 16.67o OF YEAR COMPLETED YEAR TO DATE o OF BUDGET PRIOR FY ACTUAL BUDGET BALANCE YTD BALANCE 1,401,200.00 134,742.80 179,838.68 12.83 1,221,361.32 130,468.92 85,000.00 48,715.00 48,715.00 57.31 36,285.00 25,235.00 32,000.00 5,593.00 13,810.00 43.16 18,190.00 4,736.00 30,000.00 2,162.62 5,256.25 17.52 24,743.75 1,606.71 1,548,200.00 191,213.42 247,619.93 15.99 1,300,580.07 162,046.63 1,393,650.00 90,530.89 136,088.73 9.76 1,257,561.27 107,600.89 32,700.00 0.00 ( 485.17) 1.48- 33,185.17 11,613.75 15,750.00 1,227.02 1,844.42 11.71 13,905.58 1,298.48 0.00 2,315.16 3,589.56 0.00 ( 3,589.56) 0.00 1,442,100.00 94,073.07 141,037.54 9.78 1,301,062.46 120,513.12 1,442,100.00 94,073.07 141,037.54 9.78 1,301,062.46 120,513.12 106,100.00 97,140.35 106,582.39 ( 482.39) 41,533.51 J Q 7 UN Q N O N F r F � ic�� ��� Y m m J W W � LL LL � � O Z � � LL W V W 2 � F � Z � � ll.� F Z W o� o � o 0 0 0 0 0 0 0 0 0 ,, v o�o� � o'o �'o a p OI M M O(O O M � O O f� O f� o � 00 00 O O O O O O O OQ m ' L N N i i N i i� i� � i � i � i i � rR M M o0 00 � � � � 0 R V V V V � � � � 3 �� V V M M � � � � � R a C � V) Y � O '' O ' O O O O O O ' O O ' O O '' O O O O ln O ln 1n O O 1n O 1n 1n � y O O O V O V � O O � O � � ` O) ln ln � 01 ln ln O O O O ln 1n 1n �'a 01 01 N(O 01 O � M N N � 7 ln ln ln V 01 � M 1n 1n V m " � o� o 0 0 0 0 0 0 0 0 0 0 �� N I� 01 ln N O � O M � O � p OI N o0 O O N O O � O � o � 00 00 O O o0 00 � O O 00 O M m � (O ' ' (O V ' (O O ' O ' O ' ' O R ln 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N � � o � U H y � 0 W � O U Z F w Z -o � � � � � `m a � a m � � � � L m N � N U 0 � N N ,� � O � T o a a '� N N � .0 O � ��a N�Q� m o a�Um w � v N Q N N � c � > O � C > � N `m N T N a � a � � 3-17-2022 02:14 PM CITY OF ELK RIVER PAGE: 1 POOLED CASH REPORT (FUND 999) AS OF: FEBRUARY 28TH, 2022 FUND ACCOUNT# ACCOUNT NAME CLAIM ON CASH 002-1010 Cash - Section 125 101-1010 Cash - General Fund 211-1010 Cash - Library 219-1010 Cash - Federal COVID Fund 221-1010 Cash - Multipurpose Facility 225-1010 Cash - Park Dedication 228-1010 Cash - Landfill 231-1010 Cash - Landfill Const Debris 240-1010 Cash - Micro Loan Fund 242-1010 Cash - State DEED 245-1010 Cash - Development Fund 290-1010 Cash - Capital Outlay Reserve 291-1010 Cash - Insurance Reserve 292-1010 Cash - Govt Bldgs Reserve 294-1010 Cash - Drug Forfeiture 295-1010 Cash - Severance Pay Reserve 296-1010 Cash - GRE Reserve 301-1010 Cash - 2020A GO CIP Bonds 302-1010 Cash - 2021A GO CIP BONDS 333-1010 Cash - 2020B (2010/2012) Bonds 343-1010 Cash - 2019A Sales Tax Bonds 401-1010 Cash - Pavement Mgmt 403-1010 Cash - Street Improvement 406-1010 Cash - City Wide Trunk Util 410-1010 Cash - Equipment Replacement 420-1010 Cash - Active ER 421-1010 Cash - PS Building/Fire Sta 3 440-1010 Cash - Park Improvement 462-1010 Cash - TIF #22 Downtown Redev 463-1010 Cash - TIF #23 Pref Powder 464-1010 Cash - TIF #24 Beaudry Truck 465-1010 Cash - TIF 25 Jackson Hills 602-1010 Cash - Wastewater Treatment 603-1010 Cash - Liquor 605-1010 Cash - Garbage 607-1010 Cash - Storm Water 801-1010 Cash - Interest 821-1010 Cash - Developer Escrow TOTAL CLAIM ON CASH CASH IN BANK - POOLED CASH 999-1000 A/P BANK ACCOUNTS 999-1001 PY BANK ACCOUNT 999-1002 POOLED INVESTMENTS SUBTOTAL CASH IN BANK - POOLED CASH BEGINNING CURRENT CURRENT BALANCE ACTIVITY BALANCE 9,462.14 ( 3,094.60) 6,367.54 7,872,604.72 ( 1,096,492.54) 6,776,112.18 234,196.61 13,671.43 247,868.04 1,377,814.60 29.12 1,377,843.72 ( 55,802.66) 79,064.87 23,262.21 925,192.87 ( 5,866.19) 919,326.68 191,606.18 ( 451.31) 191,154.87 809,771.14 0.00 809,771.14 916,782.54 3,496.25 920,278.79 312,038.86 4,149.90 316,188.76 1,972,765.80 ( 17,994.15) 1,954,771.65 1,726,961.82 ( 29,327.56) 1,697,634.26 92,108.34 ( 5,138.71) 86,969.63 3,421,031.59 90,139.32 3,511,170.91 45,984.96 7,357.94 53,342.90 79,114.84 0.00 79,114.84 1,054,134.40 0.00 1,054,134.40 3,677.33 ( 119,972.25)( 116,294.92) 96,756.81 ( 96,127.96) 628.85 1,157,224.81 ( 969,458.50) 187,766.31 2,990,905.38 411,630.23 3,402,535.61 6,039,848.75 589,541.52 6,629,390.27 337,575.83 116,222.45 453,798.28 3,458,872.35 ( 7,866.50) 3,451,005.85 1,317,570.16 33,666.66 1,351,236.82 2,398,970.89 ( 127,577.93) 2,271,392.96 3,845,694.83 ( 640,261.45) 3,205,433.38 440,644.06 ( 96,212.50) 344,431.56 ( 49.48) 0.00 ( 49.48) 6,694.66 0.00 6,694.66 ( 3,140.00) 0.00 ( 3,140.00) 5,008.13 0.00 5,008.13 7,522,597.50 ( 495,379.48) 7,027,218.02 4,670,021.43 19,531.34 4,689,552.77 556,808.31 1,380.06 558,188.37 1,486,410.59 45,948.50 1,532,359.09 63,530.13 80,530.62 144,060.75 599,543.32 4,019.25 b03,562.57 57,980,934.54 ( 2,210,842.17) 55,770,092.37 176,443,356.73 ( 973,679.59) 175,469,677.14 (146,844,611.75)( 1,237,162.58)(148,081,774.33) 28,382,189.56 0.00 28,382,189.56 57,980,934.54 ( 2,210,842.17) 55,770,092.37