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14.4 SR 04-07-2025[ITEM_HEAD] City of Elk., River To City Council Meeting Date April 7, 2025 Item Description February Financial Reports Action Requested Information only. Background/Discussion Request for Action Item Number 14.1 Prepared By Lori Stich, Finance Manager Reviewed by Lori Stich Joe Stremcha Cal Portner Tina Allard This report is designed to provide summary 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 city's financial health. For February, actual revenues (excluding property taxes and transfers -in) and expenditures should run about 17% 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 below budget for Services. This is not considered serious as long as the total expenditure budget amount is not exceeded. Significant variances from budget are highlighted below, accompanied by a general discussion of the variance. General Fund Revenues: ■ Property taxes, our largest revenue source, are received in July and December. ■ License & permit collections are 14% of budget estimates, consisting primarily of building -related permits. ■ Charges for services are about 30% of estimates with plan check fees, the second half of the school liaison contract for the 2024-2025 school year, the first half of the Otsego fire contract and recreation fees make up the majority of collections. ■ Transfers -in consist of ERMU's 4% January monthly electric revenues. The remaining transfers -in will be recorded mid -year. Expenditures: The Elk River Vision A u eLcoming cornmunit , with revolutionary and spirited resourcefulness, exceptional service, and colwiliwit , P� d W E R E D 0d engageneent that encourages sand inspires prosperity INAUJW 249 • Total departmental expenditures are about 15% of budget. Most departments are within or below budget estimates. 2025 Monthly Expenditures 25,000 $20,000 $15,000 Ln x 10,000 $5,000 Jain Feb M�ar Apr M�ay IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIlI Actuial $2,114 $3,253 EJudlget $1,851 $3,702 $5,553 $7,403 $9,254 FTCenter Juin Jul Auii8 se Oct lov Dec 11105 $12,956 $14,807 $16,658 $18,508 $20,359 22,2 Through the end of February, revenues of $396,456 exceeded expenditures of $253,072 by $143,384. The majority of February collections consist of ice rent, admissions for section hockey games, recreation fees, and concessions, while expenditures are primarily attributable to personal services. Financial Impact N/A Mission/Policy/Goal Responsible for every dollar - good stewards. Attachments I. 02-2025 Financial reports Page 244 of 249 General Fund As of: 2/28/2025 17.00% OF YEAR COMPLETED REVENUES Budget YTD Actual %of budget Budget Balance Taxes 101-3-0000-3111 Current Ad Valorem Taxes 15,626,050.00 (3,389.44) -0.02% 15,629,439.44 101-3-0000-3112 Delinquent Ad Valorem Taxes 0.00 2,722.46 0.00% (2,722.46) 101-3-0000-3121 Gravel Tax 225,000.00 0.00 0.00% 225,000.00 101-3-0000-3131 Penalties/Interest 0.00 666.98 0.00% (666.98) Total Taxes 15,851,050.00 0.00 0.00% 15,851,050.00 Licenses & Permits 101-3-0000-3211 Liquor License 82,000.00 75.00 0.09% 81,925.00 101-3-0000-3212 THC License 5,000.00 400.00 8.00% 4,600.00 101-3-0000-3213 Cigarette License 4,000.00 0.00 0.00% 4,000.00 101-3-0000-3214 Rental License 65,000.00 4,550.00 7.00% 60,450.00 101-3-0000-3216 Mining License 26,000.00 0.00 0.00% 26,000.00 101-3-0000-3217 Garbage Hauler License 2,500.00 580.00 23.20% 1,920.00 101-3-0000-3218 Other Business License/Permit 16,000.00 2,150.00 13.44% 13,850.00 101-3-0000-3229 NPDES Permit 23,000.00 2,100.00 9.13% 20,900.00 101-3-0000-3231 Building Permit 550,000.00 88,534.45 16.10% 461,465.55 101-3-0000-3232 Plumbing/Heating Permit 175,000.00 32,827.56 18.76% 142,172.44 101-3-0000-3233 Permit Surcharge 700.00 2,784.27 397.75% (2,084.27) 101-3-0000-3235 Animal License 0.00 225.00 0.00% (225.00) 101-3-0000-3237 Other Non -Business Lic/Permit 25,000.00 1,680.00 6.72% 23,320.00 Total Licenses & Permits 974,200.00 135,906.28 13.95% 838,293.72 Intergovernmental Revenue 101-3-0000-3322 MV Credit 6,000.00 0.00 0.00% 6,000.00 101-3-0000-3323 Fire State Aid 275,000.00 0.00 0.00% 275,000.00 101-3-0000-3325 Police 2%Aid 414,000.00 0.00 0.00% 414,000.00 101-3-0000-3326 Police Training Reimb 35,000.00 0.00 0.00% 35,000.00 101-3-0000-3329 State Crime Prevention Grant 48,000.00 0.00 0.00% 48,000.00 101-3-0000-3330 Other State Grants 0.00 12,013.00 0.00% (12,013.00) Total Intergovernmental Revenue 778,000.00 12,013.00 1.54% 765,987.00 Charges for Services 101-3-0000-3412 Planning & Zoning Fees 25,000.00 6,205.00 24.82% 18,795.00 101-3-0000-3413 Plan Check Fee 230,000.00 27,602.19 12.00% 202,397.81 101-3-0000-3415 Special Assessment Search 500.00 30.00 6.00% 470.00 101-3-0000-3417 Copies 1,500.00 304.00 20.27% 1,196.00 101-3-0000-3430 Lockout Fees 3,500.00 360.00 10.29% 3,140.00 101-3-0000-3431 Police Services 46,000.00 60.00 0.13% 45,940.00 101-3-0000-3432 School Liaison 185,000.00 89,567.50 48.41% 95,432.50 101-3-0000-3434 Animal Impound Fee 500.00 250.00 50.00% 250.00 101-3-0000-3436 Fire Contracts 465,750.00 206,089.50 44.25% 259,660.50 101-3-0000-3437 Fire Services 3,000.00 0.00 0.00% 3,000.00 101-3-0000-3451 Street Services 35,000.00 1,747.50 4.99% 33,252.50 101-3-0000-3452 Engineering Services Reimb 20,000.00 0.00 0.00% 20,000.00 101-3-0000-3461 Recreation Fees 52,500.00 4,094.39 7.80% 48,405.61 101-3-0000-3462 Sr Center Activities 47,500.00 9,518.71 20.04% 37,981.29 101-3-0000-3463 Farmer's Market 15,000.00 18,135.00 120.90% (3,135.00) 101-3-0000-3469 Elk RiverFest 20,000.00 2,685.00 13.43% 17,315.00 101-3-0000-3472 Park Use Fee 76,900.00 11,441.11 14.88% 65,458.89 101-3-0000-3483 Sewer Inspection Fee 15,000.00 800.00 5.33% 14,200.00 Page 245 of 249 General Fund As of: 2/28/2025 17.00% OF YEAR COMPLETED REVENUES Budget YTD Actual %of budget Budget Balance 101-3-0000-3484 Contractor License Check 1,200.00 105.00 8.75% 1,095.00 Total Charges for Services 1,243,850.00 379,064.90 30.48% 864,785.10 Fines & Forfeits 101-3-0000-3510 Court Fines 155,000.00 13,322.65 8.60% 141,677.35 101-3-0000-3512 Ordinance Violations 0.00 0.00 0.00% 0.00 Total Fines & Forfeits 155,000.00 13,322.65 8.60% 141,677.35 Other Revenue 101-3-0000-3621 Interest Income 175,000.00 0.00 0.00% 175,000.00 101-3-0000-3625 Refunds & Reimbursements 150,000.00 2,250.66 1.50% 147,749.34 101-3-0000-3626 Contributions 26,000.00 0.00 0.00% 26,000.00 101-3-0000-3629 Miscellaneous Revenue 10,000.00 2,132.51 21.33% 7,867.49 Total Other Revenue 361,000.00 4,333.17 1.21% 356,616.83 Transfersln 101-3-0000-3921 Transfers 0.00 0.00 0.00% 0.00 101-3-0000-3926 Transfer -Capital Outlay Resery 95,000.00 0.00 0.00% 95,000.00 101-3-0000-3942 Transfer-WWTS 180,000.00 0.00 0.00% 180,000.00 101-3-0000-3943 Transfer -Liquor 850,000.00 0.00 0.00% 350,000.00 101-3-0000-3944 Transfer -Garbage 60,000.00 0.00 0.00% 60,000.00 101-3-0000-3945 Transfer -Utilities 1,450,000.00 108,320.49 7.47% 1,341,679.51 101-3-0000-3946 Transfer-Stormwater 125,000.00 0.00 0.00% 125,000.00 101-3-0000-3948 Transfer-EDA 48,000.00 0.00 0.00% 48,000.00 101-3-0000-3949 Transfer-HRA 39,000.00 0.00 0.00% 39,000.00 Total Transfers In 2,847,000.00 108,320.49 3.80% 2,738,679.51 TOTAL GENERAL FUND REVENUES 22,210,100.00 653,010.49 2.94% 21,557,089.51 Page 246 of 249 General Fund As of: 2/28/2025 17.00% OF YEAR COMPLETED EXPENDITURE SUMMARY Budget YTDActual % of budget Budget Balance General Government City Council 233,000.00 51,835.33 22.25% 181,164.67 Communications 522,150.00 72,182.57 13.82% 449,967.43 Administrative Services 727,050.00 104,894.63 14.43% 622,155.37 Human Resources 456,150.00 73,896.14 16.20% 382,253.86 Elections 6,800.00 6,305.86 92.73% 494.14 Finance 850,250.00 117,070.08 13.77% 733,179.92 Information Technology 748,200.00 93,444.44 12.49% 654,755.56 Legal 300,000.00 20,526.86 6.84% 279,473.14 Community Development 0.00 8.98 0.00% (8.98) Planning 504,750.00 103,294.67 20.46% 401,455.33 Building Maintenance 1,151,350.00 158,522.91 13.77% 992,827.09 Total General Government 5,499,700.00 801,982.47 14.58% 4,697,717.53 Public Safety Police Administration 1,257,000.00 271,630.23 21.61% 985,369.77 Patrol 3,992,500.00 525,930.83 13.17% 3,466,569.17 Investigations 1,523,350.00 230,808.52 15.15% 1,292,541.48 Police Support Services 1,002,750.00 128,356.04 12.80% 874,393.96 Police Reserves 16,550.00 665.00 4.02% 15,885.00 Public Safety Building 236,150.00 25,036.64 10.60% 211,113.36 Fire Administration 1,405,400.00 188,298.15 13.40% 1,217,101.85 Fire Operations 658,900.00 94,357.79 14.32% 564,542.21 Emergency Management 32,150.00 757.91 2.36% 31,392.09 Building Safety 648,400.00 93,393.93 14.40% 555,006.07 Code Enforcement 132,900.00 19,182.20 14.43% 113,717.80 Environmental 57,800.00 865.32 1.50% 56,934.68 Total Public Safety 10,963,850.00 1,579,282.56 14.40% 9,384,567.44 Public Works Street Maintenance 1,778,350.00 199,923.05 11.24% 1,578,426.95 Snow Removal 380,650.00 177,679.12 46.68% 202,970.88 Equipment Services 428,700.00 58,719.76 13.70% 369,980.24 Engineering 382,100.00 52,316.17 13.69% 329,783.83 Total Public Works 2,969,800.00 488,638.10 16.45% 2,481,161.90 Culture & Recreation Parks Department 1,736,000.00 211,107.32 12.16% 1,524,892.68 Parks & Rec Admin 576,100.00 85,018.44 14.76% 491,081.56 Recreation Programs 146,550.00 17,938.44 12.24% 128,611.56 Farmers Market 61,850.00 4,564.77 7.38% 57,285.23 Sr Citizen Programs 216,050.00 30,936.57 14.32% 185,113.43 Total Culture & Recreation 2,736,550.00 349,565.54 12.77% 2,386,984.46 Economic Development Economic Development 0.00 33,637.00 0.00% (33,637.00) Energy City 40,200.00 0.00 0.00% 40,200.00 Total Economic Development 40,200.00 33,637.00 83.67% 6,563.00 TOTAL GENERAL FUND EXPENDITURES 22,210,100.00 3,253,105.67 14.65% 18,956,994.33 REVENUES OVER/(UNDER) EXPENDITURES 0.00 (2,600,095.18) 3,029,132.50 Page 247 of 249 CITY OF ELK RIVER FTCENTER - BUDGET TO ACTUAL MONTH ENDED FEBRUARY 28, 2025 Revenues: Ice Rental Admissions Dry Floor Events/Craft Shows Facility Rental Advertising/Naming Rights/Sponsorships Recreation fees (Skating/Hockey) Concessions/catering/vending Other Revenues (interest, etc.) Total Revenues Operating expenses: Personal services Supplies Other service charges Capital Outlay Total Expenditures Revenues over/(under) expenditures Current Year to Date % of Budget Actual Budget $861,000 $122,571 14.24% 6,000 70,524 1175.40% 0 250 0.00% 245,400 28,580 2.00% 192,550 17,149 8.91% 160,000 62,357 38.97% 363,000 91,473 25.20% 29,600 3,551 12.00% $1,857,550 $396,456 21.34% $930,900 $151,762 16.30% 197,550 41,957 21.24% 585,450 59,353 10.14% 141,750 0 0.00% $1,855,650 $253,072 13.64% $1,900 $143,383 FTCenter February 2025 $2,000,000 Budget, $1,857,550 Budget, $1,855,650 $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 Actual $600,000 $396,456 Actual $00,000 $200,000 �� ���� $0 VU�IPtIRUIUtIRUIUtIRU IRU�RU�RU�RU Total Revenues Total Expenditures Page 248 of 249 J a F Ifl Q O ON F 00 it N W W >- � Q Q 7 � J (Q m LLI W ' LL LL N Q O 0 w Q ~ LL W U W 2 U F z �O W H z W w d 0 V 0 ol-orn V O I� O co N r 0 O o r oo O 01 O O rn N O Im 00 00 O O O O N O Cl -q 00 -q c 7 N N ' m L M M M M co M +, O O CO CO N N 4 'i --i 4 Cn Cn N N N LO 0 da j5 >- - O " O ' 0 0 0 0 O 0' O .. �, C d O O O C0 0 O O (A O C0 N CA � O O O 0n O O Ol O a 1 O 0n O 0 i 07 y CO 1- CO r N O r O O CO 00 O N O Cl) O CO CO CO O1 N M N O M � ti CO CO co In c0 r `--' r N r M 6s '- o ' o 0 0 N r Cn r V V I- O) CO 1- CT? 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