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HomeMy WebLinkAbout5A Financial ReportPRIp� U tx� ��INNESO�/ 4646 Dakota Street SE Prior Lake, MN 55372 ECONOMIC DEVELOPMENT AUTHORITY AGENDA REPORT MEETING DATE: October 10, 2011 AGENDA M 5A PREPARED BY: Jerilyn Erickson, Assistant Treasurer PRESENTED BY: Jerilyn Erickson, Assistant Treasurer AGENDA ITEM: CONSIDER APPROVAL OF THE 3RD QUARTER FINANCIAL REPORT FOR THE ECONOMIC DEVELOPMENT AUTHORITY SPECIAL REVENUE FUND DISCUSSION: Introduction Staff has prepared a preliminary summary financial report as of September 30, 2011 for the Economic Development Authority Special Revenue Fund. The report reflects revenue and expenditure activity for the first nine months of 2011. The report is preliminary, unaudited and may change. The attached memorandum provides a summary of the significant issues. If commissioners have questions please feel free to contact me at 952 -447- 9841 for more information. ALTERNATIVES: The following alternatives are available to the EDA: 1. A motion to accept the September 30, 2011 Financial Report as submitted. 2. Take no action and provide the staff with specific direction. RECOMMENDED Alternative 1. MOTION: o� rxr MEMORANDUM TO: Prior Lake Economic Development Authority FROM: Jerilyn Erickson, Assistant Treasurer RE: Financial Report dated 09130/2011 The financial report presented as part of this agenda item reflects activity for the first nine months of 2011. The significant issues'identified at this time are summarized below. Revenues Interest earnings are reflected through August. Interest earnings for September were not available at the time this report was prepared. Transfers were authorized by the City Council on September 6, 2011 from the following funds to the EDA Special Revenue Fund: • Economic Development Federal Revolving Loan Fund • Economic Development Minnesota Revolving Loan Fund • Downtown Revolving Fund Expenditures Commissioner per diems, legal fees, professional services for training commissioners on Tax Increment Financing (TIF) tools and meals expenditures comprise the year -to -date expenditures. 04 YRr °,� City of Prior Lake Economic Development Authority Special Revenue Fund As of 09/30/2011 (Unaudited) Variance with 2011 2011 Budget- Actual Budget Actual Positive (Negative) Percent Revenues Intergovernmental revenues 33610 County /city aids & grants 15,000 - 15,000 0% Miscellaneous revenues 36210 Interest earnings 2,000 3,451 (1,451) 173% 39203 Transfers from other funds - 241,779 (241,779) n/a Total revenues 17,000 245,230 (228,230) 1443% Expenditures Economic development 46500 Economic development 55,000 4,420 50,580 8% Total economic development 55,000 4,420 50,580 8% Total expenditures 55,000 4,420 50,580 8% Net change (38,000) 240,810 Page 1 of 1