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HomeMy WebLinkAbout20100816 - VI-12CITY OF HASTINGS QUARTERLY REPORT OF BUDGETED FUNDS This report is a preliminary summary of the governmental and enterprise st funds for the period ending July 31 2010. Summary of Governmental Funds-Revenues Revenues for 2010 are on the same level as 2009. No change in the revenues stream that have been affected by the economy. On a positive note they are on par for the 2010 budget as the budget was decreased to reflect the down turn in the economy when the 2010 budget was adopted. Summary of Governmental Funds-Expenditures: Expenditures are on target with the 2010 budget. This summary is for 7 complete months which is more than 50% of the year. One note that is indicated on the report is the principal payments are a 199% increase over 2009. This reflects the refinancing of some bonds that were done earlier this year. This shows the payment of the old bonds as well as the annual payments for 2010. st Below is a summary of the Enterprise funds for 1 quarter 2010. Summary of Enterprise Revenues Revenues are down for the first half of 2010. This is largely due to the hydro plant running at half capacity for most of the year. The second turbine was turned on late June. It also has been a very rainy summer. Water revenues are down because of this. Summary of Enterprise Expenses Salaries and benefits are up high then 2009 by nearly 20%. This is due to the dewatering project of the hydro plant. For 2010 the expenses are at the expected 50% of the 2010 budget. The department is monitoring overtime. Charges for services, supplies, and capital are also above the 2009 by larger than expected percentages and this is also contributed to the hydro plant dewatering project. This project is now complete and the second half should come in or at the budget parameters. Investments Current value of the City’s idle cash is $18,108,534. The graph above show the level on investments based on maturity date. Over $5 million is invested short term to meet cash flow needs for the second half of the year. The rest is invested out to 3-15 years to capture interest on the yield curve. General Fund The general fund balance at the end of 2008 resulted in a working capital fund balance of less then 27%. In 2009 expenditures were cut and departments spent conservatively throughout the year. As a result the general fund working capital fund balance increased to 33%. I attempted to project out to the end of 2010 with the current spending and revenue trends. As of now it projected out to show no change to the working capital fund balance. I will have a better picture after third quarter. In summary the 2010 is on target with the budget. The desire to get the general fund balance back into compliance may not be achieved this year. It may be too early to tell. Monitoring of expenses will continue throughout the year.