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Information #1 04-18-2022Information cty of I Elk -�-�=1 River To: Ma�Tor and CinT Council From: Lori Stich, Assistant Finance Director Date: April 18, 2022 SubjeCt: March 2022 Monthl�T 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 March, actual revenues (excluding propertyT taxes and transfers in) and expenditures should run 25% of the annual budget. It is natural for some of the items to vary from month to month, such as exceeding budget for Supplies but being belo�v budget for Services. This is not consideYed serious as long as the total expenditure budget amount is not overspent 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 22% of budget estimates consisting primarilyT of building- related permits. ■ ChaYges for services aYe about 41% of estimates with plan check fees, the annual Big Lake To�vnship fire contract, and recreation fees making up the majorityT of collections in March. ■ Court fines, which lag a month, consist of FebruaryT collections received b�T the county are slightly oveY 19% of budget estimate. ■ Transfers in consists of ERIVIU's 4% FebruaryT electric revenues, the remaining transfers in from other funds `vill be recorded mid-�Tear. Expenditures: ■ Total departmental expenditures are about 20% of budget and most departments are within or below budget estimates. ■ The second quarter premium for `vorkers' comp and propertyT/liability insurance are reflected in the departmental expenditures for March. 2022 Monthly Expenditures Szo,000 Sia,000 S16,000 o Si4,000 z N $12,000 � _ $10,000 ~ $8,000 � $6,000 $4,000 $2,000 $0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec ��Actual $1,033 $2,333 $3,823 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 MaYch, revenues of $391,020 exceed expendituYes of $272,409 by $118,611. The majorityT of March collections consist of ice and facilityT rentals, hockeyT game admissions and recreation fees, �uhile expenditures are primarilyT attributable to personal services and utilities. ATTAC H M ENTS ■ GeneYal Fund Revenue & Expense RepoYt ■ Multipurpose Facilit�T Revenue & Expense Report ■ EnteYprise Funds — Budget to Actual ■ Cash Report — All Funds 4-13-2022 01:27 PM CITY OF ELK RIVER PAGE: 1 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: MARCH 31ST, 2022 101-GENERAL FUND FINANCIAL SUMMARY 25.00o OF YEAR COMPLETED CURRENT CURRENT YEAR TO DATE o OF BUDGET PRIOR FY BUDGET PERIOD ACTUAL BUDGET BALANCE YTD BALANCE REVENUE SUMMARY General Fund 18,913,650.00 357,313.36 867,557.38 4.59 18,046,092.62 653,918.35 TOTAL REVENUES 18,913,650.00 357,313.36 867,557.38 4.59 18,046,092.62 653,918.35 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 16,063.76 44,644.14 23.59 144,605.86 37,717.36 412,750.00 24,374.28 69,048.55 16.73 343,701.45 61,387.42 618,500.00 45,793.99 110,544.30 17.87 507,955.70 114,965.42 376,600.00 40,510.41 74,120.95 19.68 302,479.05 48,501.29 48,700.00 6,348.00 6,348.00 13.03 42,352.00 6,300.00 686,150.00 105,495.00 194,835.59 28.40 491,314.41 114,960.04 542,550.00 33,420.55 91,096.90 16.79 451,453.10 99,682.27 255,000.00 16,570.71 38,539.12 15.11 216,460.88 31,110.02 213,500.00 13,774.08 73,040.73 34.21 140,459.27 69,061.73 388,100.00 28,849.60 74,515.31 19.20 313,584.69 72,394.79 931,250.00 b5,052.06 169,317.09 18.18 761,932.91 166,193.17 4,662,350.00 396,252.44 946,050.68 20.29 3,716,299.32 822,273.51 994,200.00 113,851.49 301,870.08 30.36 692,329.92 267,960.28 3,445,600.00 222,639.36 645,531.23 18.73 2,800,068.77 550,715.51 1,306,250.00 92,882.40 242,678.91 18.58 1,063,571.09 220,930.19 868,200.00 57,397.26 146,445.96 16.87 721,754.04 134,492.32 16,250.00 251.30 1,917.30 11.80 14,332.70 1,551.06 158,100.00 22,598.42 41,537.65 26.27 116,562.35 38,519.56 1,097,600.00 78,426.87 187,275.50 17.06 910,324.50 168,085.34 483,350.00 58,785.21 127,129.06 26.30 356,220.94 96,985.45 30,250.00 4,879.37 5,325.13 17.60 24,924.87 4,697.01 548,650.00 44,276.65 111,861.25 20.39 436,788.75 98,694.97 94,200.00 7,058.86 18,095.52 19.21 76,104.48 17,174.36 62,500.00 4,082.72 10,128.48 16.21 52,371.52 11,197.50 9,105,150.00 707,129.91 1,839,796.07 20.21 7,265,353.93 1,611,003.55 1,429,500.00 97,734.88 241,832.54 16.92 1,187,667.46 245,000.04 338,000.00 55,813.46 178,843.89 52.91 159,156.11 193,209.33 362,800.00 27,941.95 70,842.78 19.53 291,957.22 61,499.57 493,450.00 33,003.14 80,577.82 16.33 412,872.18 77,819.48 2,623,750.00 214,493.43 572,097.03 21.80 2,051,652.97 577,528.42 4-13-2022 01:27 PM CITY OF ELK RIVER PAGE: 2 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: MARCH 31ST, 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 25.00o OF YEAR COMPLETED YEAR TO DATE o OF BUDGET PRIOR FY ACTUAL BUDGET BALANCE YTD BALANCE 1,548,700.00 110,076.18 274,653.54 17.73 1,274,046.46 223,060.57 621,000.00 47,700.89 131,222.93 21.13 489,777.07 110,291.36 171,300.00 2,482.89 14,895.09 8.70 156,404.91 10,471.55 8,750.00 116.56 323.74 3.70 8,426.26 549.64 133,950.00 10,840.34 27,205.12 20.31 106,744.88 23,299.89 2,483,700.00 171,216.86 448,300.42 18.05 2,035,399.58 367,673.01 0.00 ( 85.41) 13,178.32 0.00 ( 13,178.32) 9,943.65 38,700.00 1,604.19 3,986.95 10.30 34,713.05 5,832.25 38,700.00 1,518.78 17,165.27 44.35 21,534.73 15,775.90 18,913,650.00 1,490,611.42 3,823,409.47 20.22 15,090,240.53 3,394,254.39 0.00 ( 1,133,298.06)( 2,955,852.09) 2,955,852.09 ( 2,740,336.04) 4-13-2022 01:27 PM CITY OF ELK RIVER PAGE: 3 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: MARCH 31ST, 2022 101-GENERAL FUND 25.00o 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 101-3-0000-3121 Gravel Tax TOTAL Taxes 13,109,300.00 0.00 0.00 0.00 13,109,300.00 0.00 180,000.00 0.00 0.00 0.00 180,000.00 0.00 13,289,300.00 0.00 0.00 0.00 13,289,300.00 0.00 Licenses & Permits 101-3-0000-3211 Liquor License 76,000.00 6,580.00 9,460.00 12.45 66,540.00 235.00 101-3-0000-3213 Cigarette License 3,000.00 0.00 0.00 0.00 3,000.00 150.00 101-3-0000-3214 Rental License 65,000.00 13,780.00 25,505.00 39.24 39,495.00 30,453.00 101-3-0000-3216 Mining License 26,000.00 0.00 0.00 0.00 26,000.00 66.67 101-3-0000-3217 Garbage Hauler License 2,000.00 0.00 125.00 6.25 1,875.00 420.00 101-3-0000-3218 Other Business License/Permit 16,000.00 1,410.00 5,825.00 36.41 10,175.00 2,940.00 101-3-0000-3229 NPDES Permit 22,000.00 1,575.00 3,675.00 16.70 18,325.00 3,850.00 101-3-0000-3231 Building Permit 500,000.00 73,749.05 109,561.05 21.91 390,438.95 118,983.79 101-3-0000-3232 Plumbing/Heating Permit 140,000.00 7,928.67 25,288.53 18.06 114,711.47 46,000.66 101-3-0000-3233 Permit Surcharge 700.00 2,700.71 4,066.17 580.88 ( 3,366.17) 3,655.29 101-3-0000-3235 Animal License 0.00 0.00 360.00 0.00 ( 360.00) 150.00 101-3-0000-3237 Other Non-Business Lic/Permit 15,000.00 4,615.00 b,625.00 44.17 8,375.00 2,940.00 TOTAL Licenses & Permits 865,700.00 112,338.43 190,490.75 22.00 675,209.25 209,844.41 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 6,000.00 215,000.00 315,000.00 32,000.00 55,000.00 623,000.00 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 0.00 3,000.00 0.00 0.00 0.00 3,000.00 4,315.00 41,668.70 60.00 97.78 0.00 240.00 2,280.00 0.00 50.00 37,246.61 0.00 1,680.00 0.00 14,991.00 5,010.00 3,980.00 0.00 3,000.00 0.00 0.00 0.00 3,000.00 8,133.75 56,456.87 150.00 242.09 13.00 585.00 4,620.00 79,245.00 275.00 208,781.61 0.00 1,955.00 0.00 17,096.00 11,446.00 14,480.00 0.00 6,000.00 1.40 212,000.00 0.00 315,000.00 0.00 32,000.00 0.00 55,000.00 0.48 620,000.00 32.54 22.58 30.00 16.14 2.60 10.64 25.67 48.92 27.50 62.32 0.00 7.82 0.00 28.49 32.70 96.53 16,866.25 193,543.13 350.00 1,257.91 487.00 4,915.00 13,380.00 82,755.00 725.00 126,218.39 6,000.00 23,045.00 20,000.00 42,904.00 23,554.00 520.00 0.00 1,000.00 0.00 2,000.00 0.00 3,000.00 4,265.00 65,533.92 360.00 422.42 0.00 860.00 150.00 75,832.50 0.00 0.00 0.00 2,918.33 0.00 16,915.00 6,622.00 18,100.00 4-13-2022 01:27 PM CITY OF ELK RIVER PAGE: 4 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: MARCH 31ST, 2022 101-GENERAL FUND CURRENT BUDGET 19,000.00 25,000.00 13,000.00 1,000.00 1,018,000.00 CURRENT PERIOD 400.00 4,542.50 715.00 105.00 117,381.59 25.00o OF YEAR COMPLETED YEAR TO DATE o OF BUDGET PRIOR FY ACTUAL BUDGET BALANCE YTD BALANCE 7,400.00 38.95 11,600.00 5,365.00 1,198.32 4.79 23,801.68 4,772.00 1,755.00 13.50 11,245.00 1,840.00 195.00 19.50 805.00 190.00 414,027.64 40.67 603,972.36 204,146.17 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 101-3-0000-3512 Ordinance Violations TOTAL Fines & Forfeits 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 TOTAL General Fund TOTAL REVENUE 120,000.00 9,251.00 22,186.45 18.49 97,813.55 11,887.40 0.00 1,000.00 1,000.00 0.00 ( 1,000.00) 0.00 120,000.00 10,251.00 23,186.45 19.32 96,813.55 11,887.40 100,000.00 0.00 11,393.40 11.39 88,606.60 31,216.50 130,000.00 0.00 0.00 0.00 130,000.00 644.48 20,000.00 0.00 25,150.00 125.75 ( 5,150.00) 0.00 10,000.00 509.80 1,971.09 19.71 8,028.91 4,664.42 260,000.00 509.80 38,514.49 14.81 221,485.51 36,525.40 0.00 0.00 1,656.17 0.00 ( 1,656.17) 460.00 140,000.00 0.00 0.00 0.00 140,000.00 0.00 50,000.00 0.00 0.00 0.00 50,000.00 0.00 10,650.00 0.00 0.00 0.00 10,650.00 0.00 165,000.00 0.00 0.00 0.00 165,000.00 0.00 750,000.00 0.00 0.00 0.00 750,000.00 0.00 54,000.00 0.00 0.00 0.00 54,000.00 0.00 1,355,000.00 113,832.54 196,681.88 14.52 1,158,318.12 188,054.97 135,000.00 0.00 0.00 0.00 135,000.00 0.00 43,000.00 0.00 0.00 0.00 43,000.00 0.00 35,000.00 0.00 0.00 0.00 35,000.00 0.00 2,737,650.00 113,832.54 198,338.05 7.24 2,539,311.95 188,514.97 18,913,650.00 357,313.36 867,557.38 4.59 18,046,092.62 653,918.35 18,913,650.00 357,313.36 867,557.38 4.59 18,046,092.62 653,918.35 4-13-2022 01:27 PM CITY OF ELK RIVER PAGE: 1 REVENUE & EXPENSE REPORT (UNAUDITED) AS OF: MARCH 31ST, 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 25.00o OF YEAR COMPLETED YEAR TO DATE o OF BUDGET PRIOR FY ACTUAL BUDGET BALANCE YTD BALANCE 1,401,200.00 118,978.35 298,590.17 21.31 1,102,609.83 248,511.83 85,000.00 21,275.00 69,990.00 82.34 15,010.00 56,925.00 32,000.00 0.00 13,810.00 43.16 18,190.00 4,736.00 30,000.00 4,205.17 8,629.78 28.77 21,370.22 2,862.83 1,548,200.00 144,458.52 391,019.95 25.26 1,157,180.05 313,035.66 1,393,650.00 117,707.03 253,795.76 18.21 1,139,854.24 232,000.07 32,700.00 9,653.11 9,167.94 28.04 23,532.06 12,586.60 15,750.00 2,864.37 4,708.79 29.90 11,041.21 2,233.57 0.00 1,146.96 4,736.52 0.00 ( 4,736.52) 325.45 1,442,100.00 131,371.47 272,409.01 18.89 1,169,690.99 247,145.69 1,442,100.00 131,371.47 272,409.01 18.89 1,169,690.99 247,145.69 106,100.00 13,087.05 118,610.94 ( 12,510.94) 65,889.97 J Q � F U a N O N � N � F ic�� Y m � W � � LL Q � 0 Z � � W ~ LL 2 U W F � Z � O a � � w F Z W o� o � o 0 0 0 0 0 0 0 � o o ,, N I� I� O 01 O I� N O � p OI o0 00 O o0 O O � ln ln � O 1n o � (O (O O M O N � 00 00 O O 1n m N L � V ' V ' ' 00 00 f0 00 ' 00 ' ' 00 R � � 00 00 00 lf1 lf1 M M M a.�+ 0 R M M ln ln f� 00 00 f0 f0 f0 3 0, o 0 0 0 � � O O N N f� 00 00 00 � 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 C y O O O V O V � O O � O � � `� ln ln � 01 ln ln O O O O ln 1n 1n �� 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 � o o � � N O O M V I� I� I� 00 O N p OI (O (O O O I� (O � 00 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N � � o � U H y � O � W � O U Z F w Z -o � � � � � `m a � a m � � � � L m N � U � O � N � O � T o a a � N N .N � � � O � � � a N �Q � m o a�Um w � v Q N N � c `w O � C > � a N `m T N a `o Q' 4-13-2022 01:51 PM CITY OF ELK RIVER PAGE: 1 POOLED CASH REPORT (FUND 999) AS OF: MARCH 31ST, 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 6,367.54 ( 88.41) 6,279.13 6,793,367.25 ( 954,620.45) 5,838,746.80 248,159.72 ( 17,502.86) 230,656.86 1,377,843.72 82.77 1,377,926.49 23,166.31 11,599.09 34,765.40 920,478.98 243,605.78 1,164,084.76 191,393.53 ( 1,491.31) 189,902.22 810,779.68 0.00 810,779.68 921,420.63 1,491.50 922,912.13 316,577.38 4,149.90 320,727.28 1,957,228.70 ( 17,461.99) 1,939,766.71 1,699,785.13 ( 312.74) 1,699,472.39 87,084.35 ( 13,386.00) 73,698.35 2,976,609.06 114,719.30 3,091,328.36 53,400.20 ( 531.57) 52,868.63 79,213.39 0.00 79,213.39 1,055,447.32 0.00 1,055,447.32 4,181.91 0.00 4,181.91 96,877.35 0.00 96,877.35 511,430.14 0.00 511,430.14 3,406,260.73 239,777.24 3,646,037.97 6,636,912.80 ( 1,002.00) 6,635,910.80 454,218.74 44,000.00 498,218.74 3,455,313.78 ( 1,858.00) 3,453,455.78 1,352,877.85 35,143.10 1,388,020.95 2,271,392.96 ( 24,128.10) 2,247,264.86 3,205,433.38 ( 304,760.64) 2,900,672.74 349,429.97 ( 19,661.39) 329,768.58 ( 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 7,036,587.29 602,598.38 7,639,185.67 4,695,368.17 49,461.03 4,744,829.20 558,881.87 27,928.39 586,810.26 1,534,210.41 33,837.78 1,568,048.19 80,530.62 28,770.01 109,300.63 602,562.57 21,916.00 b24,478.57 55,779,306.74 102,274.81 55,881,581.55 175,478,891.51 1,340,994.97 176,819,886.48 (148,081,774.33)( 1,238,720.16)(149,320,494.49) 28,382,189.56 0.00 28,382,189.56 55,779,306.74 102,274.81 55,881,581.55