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HomeMy WebLinkAbout5C 2019 2nd Quarter Financial Report 4646 Dakota Street SE Prior Lake, MN 55372 CITY COUNCIL AGENDA REPORT MEETING DATE: AUGUST 5TH 2019 AGENDA #: 5C PREPARED BY: DANIELLE AMIRA, ACCOUNTANT PRESENTER: CATHY ERICKSON, FINANCE DIRECTOR AGENDA ITEM: CONSIDER APPROVAL OF THE PRELIMINARY 2nd QUARTER 2019 FINANCIAL REPORTS GOAL AREA AND OBJECTIVE: High-Value City Services 1. Establish financial stability for all funds. DISCUSSION: Introduction Staff has prepared preliminary summary financial reports (attached) as of June 30th, 2019, for the following funds: • General Fund • Debt Service Funds • Cable Fund • Capital Park Fund • Revolving Equipment Fund • Facilities Management Fund • Permanent Improvement Revolving Fund • Water Fund • Sewer Fund • Water Quality Fund • Economic Development Authority Special Revenue Fund The reports reflect revenue and expenditure activity during second quarter 2019. The reports are preliminary, unaudited and may change. The attached memorandum provides a summary of the significant issues. As requested by the City Council, comparative information has been included for the same period of the prior year. If council members have questions, please feel free to contact me at 952-447-9842 for more information. ALTERNATIVES: 1. Motion and second as part of the consent agenda to approve the June 30th, 2019 Financial Report as submitted. 2. Motion and second to remove the Financial Report from the consent agenda for additional discussion. Page 2 RECOMMENDED MOTION: Alternative 1. Page 3 MEMORANDUM DATE: August 5, 2019 TO: Prior Lake City Council FROM: Cathy Erickson, Finance Director RE: Financial Report dated 06/30/2019 The financial reports presented as part of this agenda item reflect activity during the second quarter of 2019. The significant issues identified at this time are summarized below. General Fund Summary Key points for 2019 in comparison to budget: • Preliminary financial information reflects revenues exceeding expenditures by $1,140,656; This is expected since the primary funding source, 1st half property tax revenue is received in June. • Licenses and Permits are 76% of budget through the first half of the year. The primary driver is building permit revenue. YTD new construction building permits are on track with 2018 permit levels. Staff has budgeted 135 single family and town home building permits. We are currently at 91 permits or 67% of budget. Through June, we are on pace with 2018 single family home starts which totaled 198. Staff is conservatively estimating that we will add another 30 building permits above our budget of 135. This would generate additional building permit and plan check fees. • Charges for Services are at 48% of budget through the first half of the year. The 2019 Project Admin/Eng. Fee budget anticipated that engineering staff time would be used for 1) internal engineering on construction projects and on 2) construction observation on development projects. Due to the timing of projects and overlap of development projects, it was necessary to use consultants for the construction observation for development projects. Based on this, staff estimates a $200k shortfall in Project Admin/Engineer Fees as compared to budget. • Miscellaneous Revenue is at 64% of budget and lower than 2018 by $84k. Through the 2nd qtr we have not received as many development agreements and final plats as anticipated. • Expenditures are 42% of budget through the first half of the year. See further detail below. Key points for 2019 in comparison to the prior year: • Licenses and Permits are are less than the same period in 2018 by $28k. 2018 included school district permits for the school additions and alterations that were done as part of the school district building referendum. • Charges for Services are lower than in this same period in 2018 by about $110,184. Of this total variance, Project Admin/Eng Fees and Facility Rental are lower than the same period in 2018 by about $68,000 and $12,000 respectively. The 2019 Project Admin/Eng. Fee budget is down due to only two construction projects in 2019 compared to four projects in 2018 and consultants used for construction observation for development projects, due to the timing of the projects. Facility Rental revenue is down because at the end of 2018 the City tore down the Flowers Naturally building for the CR21 Project and we no longer collect rent for that property. • Miscellaneous Revenue is lower than 2018 by about $84,000. This is primarily due to less revenue for construction administration through the 2nd quarter of 2019 as compared to the prior year. In 2018 the larger developments included Haven Ridge South, Maple Park Shore Acres and Friendship Church and Trillium Cove. • Expenditures are higher than the same period in 2018 due to 1) the payment of our Scott County tax assessment contract of $200,100, which was not paid until August in 2018, and 2) our snow and ice management expenditures are up in 2019 by $78,000 due to Page 4 the number of Snow related events in February, March & April requiring fuel and supplies. General Fund Revenues Property taxes are received in June, December and January. Revenue from taxes are recognized on a cash basis for the General Fund. Therefore, tax revenues collected in June are reflected in this financial report. Building permits (single family and townhomes) were budgeted at 135 for 2019. As of June 30, we are at 67% of the single family and townhome total budget for the year. We have collected $582k or 71% of the amount budgeted for building permits and plan check fees. Revenues associated with building permits and plan check fees are approximately $14,000 lower than in the second quarter 2018. 2018 included school district permits for the school additions and alterations that were done as part of the school district building referendum. The following table provides a breakdown of the second quarter activity by year. Year Single Family Townhomes Commercial / Industrial Other Permits Total Change from PY 2019 64 27 2 846 939 (22%) 2018 51 39 1 1117 1208 37% 2017 40 0 6 833 879 (13%) 2016 58 4 6 945 1013 (4%) 2015 61 6 23 961 1051 19% Liquor License renewals occurred in June and are included in this report. First quarter Franchise fees collected in April and May are included in this report. Second quarter fees are recorded in July. Fees collected are comparable to last year at this time. Project engineering fees are currently at 12% of its annual budget. As mentioned above, the 2019 Project Admin/Eng. Fee budget anticipated that engineering staff time would be used for 1) internal engineering on construction projects and on 2) construction observation on development projects. Some of the engineering work was done by a consultant vs internally, and staff work that was to begin in the summer was delayed due to the Highway 13/21 construction project. Based on this, staff estimates a $200k shortfall in Project Admin/Engineer Fees as compared to budget. Recreation revenues (including Park admission fees and facility rental) are lower than the second quarter of 2018, primarily due to the decrease in facility rentals, adult league fees, Recreation program fees and Parking fees. Parking meter revenue will be recorded in the third quarter because there was a delay from the vendor in getting ACH set up to transfer the money to the City. Parking revenue for the 1st half of 2019 with the parking meter equipment in place is anticipated to be $15k. This is slightly ahead of last year revenue of $11k. There is a 4.5%+$0.15 per transaction fee, however, there are no related parking attendant costs. Interest earnings are at 87% of budget. The report also reflects a $91k increase in the fair value of the securities. As rates decreased, the market value of the existing securities has increased. This is a paper gain; no actual gain is realized because the City holds the securities until maturity. Second quarter miscellaneous revenue includes the developer agreement fees of approximately $84k for Trillium Cove 4th addition, Meadows of Cleary Lake and Cardinal Overlook Addition. General Fund Expenditures/Transfers Page 5 General Fund expenditures for 2019 represents 42% of the $13,619,154 amended budget. The level of expenditures (as a percent of budget) is higher than the same period in 2018. Some key points related to expenditures for the second quarter of 2019 are: • Police Expenditures are up compared to the same time in 2018, mainly due the addition of an additional Police officer. As a reminder, the SMSC provides a quarterly payment to the City to support the Police dept.. The payment from the SMSC June YTD is $300,000. • Administration expenditures in 2019 include staffing costs for the former City Manager and the current City Manager. The contract with the former City Manager ends at the end of August 2019. • Public Works & Parks expenditures are higher than 2018 due to the number of Snow related events in February, March & April requiring staff overtime, equipment use, fuel and supplies. Not much has changed since first quarter and at this point in the year, there are no other significant variances to report. Costs associated with street, park maintenance and recreation programs will be incurred during the summer and fall. Debt Service Funds Property taxes and special assessments are received in June, December and January (final tax settlement). Prepayments have been received for special assessments. Interest earnings are at 113% of the budget. Scheduled bond payments (interest) were made on the 15th of June. Other bond payments (principal and interest) will be due on the 15th of December. Cable Fund First quarter PEG access fees collected in April are included in this report. Expenditures are at 1% of budget. There are planned technology upgrades that will be included in future quarters. Capital Park Fund Park Dedication Fees are at 48% of budget. Expenditures include payments for construction of the Highway 13 trail gap between Five Hawks and Anna Trail, work on the County Rd 21 trail project and work on the Parks Comprehensive Master plan. Revolving Equipment Fund Property taxes, the primary funding source, are received in June, December and January (final tax settlement). Interest earnings are at 179% of the budget. The change in the fair value of the securities is adjusted against interest earnings and is allocated to each fund based on cash balances. Vehicle and equipment purchases were approved at council meetings earlier in the year. Completed purchases in the second quarter include fire engine final payment, originally ordered in 2018. Fire tanker chassis, building department truck, street department truck and parks department mower. Facilities Management Fund Revenues are 58% of the 2019 budget. The planned Library facility work will be completed in the 3rd quarter and expenditures will be reflected thereafter. Permanent Improvement Revolving Fund Revenues are 70% of the 2019 budget. The approved street overlay project is complete and expenditures will be reflected in the 3rd quarter. Page 6 Water Fund The financial report for the Water Fund reflects three billing cycles. YTD consumption has decreased slightly from 2018 primarily due to a wet Spring/Summer. Water revenues are about 22% of the 2019 budget. Operating expenditures and transfers are higher than 2018 mainly due to the ongoing water meter replacement project and the Beehive software implementation. In addition, the City has also incurred expenditures for the 2019 Raw Watermain Project as part of the SMSC new water treatment plant. Sewer Fund The financial report for the Sewer Fund reflects three billing cycles. Consumption decreased slightly from 2018 primarily due to a wet Spring/Summer. Sewer revenues are at 36% of the budget and slightly higher compared to second quarter 2018 due to a 2019 rate increase and elimination of the summer sewer rate lock for the April 1 billing period. The estimated level of discharge is reevaluated annually in conjunction with the preparation of the Capital Improvement Program. Operating expenditures and transfers for 2018 are at 42% of the approved budget. They are higher than in second quarter of 2018 mainly due to the ongoing water meter replacement project and the Beehive software implementation. Water Quality Fund The financial report for the Water Quality Fund reflects three billing cycles. Water Quality revenues are based on flat rates per billing cycle. Revenues are slightly higher than 2018 at 41% of the budget primarily due to the 2019 rate increase. Operational expenditures and transfers are lower than second quarter 2018 at 29% of budget. Stormwater Outlet Improvement expenditures totaled $52k in 2019. Economic Development Authority Special Revenue Fund Property taxes are received in June, December and January (final tax settlement). Facility rental payments have been received for the Technology Village Business Incubator. Personnel, commissioner per diems, professional services and Technology Village Business Incubator expenditures comprise most of the expenditures and are at 52% of budget as of the second quarter end. City of Prior Lake General Fund Summary As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 6/30/2018 Positive (Negative) Revenues Taxes 8,380,973 8,380,973 4,357,465 (4,023,508) 52%4,731,246 (373,780) Licenses and Permits 642,118 642,118 488,740 (153,378) 76%517,379 (28,639) Intergovernmental 1,861,819 1,861,819 664,838 (1,196,981) 36%606,872 57,966 Charges for Services 1,716,170 1,716,170 824,805 (891,365) 48%934,989 (110,184) Fines and Forfeitures - - 583 583 n/a 1,448 (865) Interest (losses) on investments 87,400 87,400 151,608 64,208 173%(15,028) 166,636 Other 192,739 192,739 123,338 (69,401) 64%207,228 (83,889) Transfers in 456,300 456,300 228,150 (228,150) 50%221,500 6,650 Total Revenues 13,337,519 13,337,519 6,839,527 (6,497,992) 51%7,205,633 (366,106) Expenditures General Government 3,035,892 3,060,177 1,485,090 1,575,087 49%1,208,485 (276,605) Public Safety 6,158,109 6,187,799 2,592,497 3,595,302 42%2,402,931 (189,566) Public Works 2,060,778 2,060,778 818,797 1,241,981 40%681,022 (137,775) Culture and Recreation 1,964,771 1,975,631 760,278 1,215,353 38%774,754 14,477 Transfer to other funds 334,769 334,769 42,209 292,560 13%491,609 449,400 Total Expenditures 13,554,319 13,619,154 5,698,871 7,920,283 42%5,558,801 (140,070) Net Change (216,800) (281,635) 1,140,656 1,646,832 COMPARATIVE City of Prior Lake General Fund Revenues As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive ( Negative)USED 6/30/2018 Positive (Negative) Taxes 101 31010.00 Current Property Taxes - General Purpose 7,460,524 7,460,524 3,835,789 (3,624,735) 51%4,236,511 (400,722) 101 31020.00 Delinquent Property Taxes - General Purp - - 30,402 23,782 n/a 25,781 4,621 101 31040.00 Fiscal Disparities 920,449 920,449 491,274 (429,175) 53%468,953 22,321 101 33423.00 Market Value Credit Aid - - - - n/a - - Taxes 8,380,973 8,380,973 4,357,465 (4,023,508) 52%4,731,246 (373,780) Licenses and Permits 101 32100.00 Business Licenses 900 900 945 45 105%600 345 101 32110.00 Liquor Licenses 74,790 74,790 72,240 (2,550) 97%71,590 650 101 32160.00 Refuse Haulers 4,500 4,500 4,835 335 107%4,790 45 101 32180.00 Cigarette Licenses 2,250 2,250 2,295 45 102%2,250 45 101 32210.00 Building Permits 446,498 446,498 328,731 (117,767) 74%309,450 19,281 101 32211.00 Retainage Forfeiture - - - - n/a 1,500 (1,500) 101 32215.00 Mechanical Permits 50,833 50,833 38,796 (12,037) 76%59,513 (20,717) 101 32230.00 Plumbing Permits 42,658 42,658 24,791 (17,867) 58%48,408 (23,616) 101 32231.00 Sewer/Water Inspection 7,399 7,399 6,481 (918) 88%6,997 (516) 101 32232.00 Plumbing Registrations 1,200 1,200 1,496 296 125%686 810 101 32240.00 Animal Licenses 3,750 3,750 3,870 120 103%3,520 350 101 32260.00 Burning Permits 4,000 4,000 2,240 3,000 56%2,470 (230) 101 32270.00 Short-term Rental Fee 3,000 3,000 1,230 (1,770) 41%815 415 101 32175.00 Public Private Gathering Permit 240 240 390 150 163%390 - 101 32190.00 Community Event Application 100 100 400 300 400%4,400 (4,000) Licenses and Permits 642,118 642,118 488,740 (153,378) 76%517,379 (28,639) COMPARATIVE City of Prior Lake General Fund Revenues As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive ( Negative)USED 6/30/2018 Positive (Negative) COMPARATIVE Intergovernmental 101 33160.11 Fed Aids/Grants - Operating Police 17,000 17,000 - (17,000) 0%- - 101 33401.00 Local Government Aid 11,905 11,905 - (11,905) 0%- - 101 33416.01 State Aid - Police Train 10,800 10,800 - (10,800) 0%- - 101 33416.02 State Police Aid-Ins Prem 215,000 215,000 - (215,000) 0%- - 101 33417.00 State Aid - Fire Training 7,000 7,000 - (7,000) 0%4,094 (4,094) 101 33418.00 State Road & Bridge Aid 377,209 377,209 189,404 (187,806) 50%188,105 1,299 101 33420.00 State Fire Aid-Ins. Prem.220,000 220,000 4,000 (216,000) 2%2,000 2,000 102 33422.11 State Aids/Grants - Operating Police 3,000 3,000 900 (2,100) 30%- 900 101 33610.11 County Aids/Grants - Operating Police - - - - n/a 14,393 (14,393) 101 33620.00 Township Fire & Resc Aid 314,136 314,136 157,068 (157,068) 50%148,280 8,789 101 33621.00 Liaison Aid 49,769 49,769 - (49,769) 0%- - 100 33630.00 Metro Council Grants - - - - n/a - - 101 33631.00 Payment in Lieu of Taxes 600,000 600,000 300,000 (300,000) 50%250,000 50,000 101 33700.11 Miscellaneous Grants - Operating Police 36,000 36,000 13,467 (22,533) 37%- 13,467 Intergovernmental 1,861,819 1,861,819 664,838 (1,196,981) 36%606,872 57,966 Charges for Services 101 31810.00 Franchise Taxes 615,000 615,000 158,162 (456,838) 26%155,104 3,058 101 34103.00 Zoning & Subdivision Fees 20,857 20,857 13,280 (7,578) 64%24,132 (10,853) 101 34104.00 Plan Check Fees 277,528 277,528 183,655 (93,873) 66%171,937 11,718 101 34105.00 Sale of Maps/Publications - Reports 1,000 1,000 788 (213) 79%475 313 101 34107.00 Assessment Searches - Reports 400 400 325 (75) 81%340 (15) 101 34109.00 Project Admin/Eng Fees 263,000 263,000 31,974 (231,026) 12%100,470 (68,496) 101 34203.00 Accident/Warrant Reports - Reports 200 200 75 (125) 38%78 (3) 101 34731.00 Adult League Fees 14,000 14,000 9,794 (4,206) 70%14,246 (4,452) 101 34735.00 Recreation Program Fees 47,000 47,000 33,899 (13,101) 72%35,650 (1,751) 101 34735.01 Recreation Program Fees Regular 6,000 6,000 8,002 2,002 133%6,459 1,543 101 34740.00 Concessions - Park Fees 300 300 - (300) 0%365 (365) 101 34760.01 Facility Rental - Regular 35,418 35,418 19,387 (16,031) 55%31,650 (12,264) 101 34761.00 Studio/Pavilion Rental 24,000 24,000 12,994 (11,007) 54%13,554 (561) 101 34762.00 Park Shelter Rental 42,500 45,500 43,298 (2,202) 95%44,161 (862) 101 34763.13 Facility Usage Fee (not taxable)3,000 - 900 900 n/a - 900 101 34765.01 Tower Leases 291,967 291,967 240,462 (51,505) 82%243,566 (3,104) 101 34780.00 Park Admission Fees 24,000 24,000 (52) (24,052) 0%11,121 (11,173) 101 34783.00 City Contract Services 50,000 50,000 63,191 13,191 126%73,503 (10,313) City of Prior Lake General Fund Revenues As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive ( Negative)USED 6/30/2018 Positive (Negative) COMPARATIVE 101 36220.16 Prof Services Fee Deposit Bldg. Inspection - - 4,672 4,672 n/a 8,177 (3,505) Charges for Services 1,716,170 1,716,170 824,805 (891,365) 48%934,989 (110,184) Fines and Forfeitures 101 35101.00 County Court Fines - - - - n/a 1,000 (1,000) 101 35104.00 Prosecution Restitution - - 583 583 n/a 448 135 Fines and Forfeitures - - 583 583 n/a 1,448 (865) Interest (losses) on investments 101 36210.00 Interest Earnings 87,400 87,400 76,308 (11,092) 87%64,717 11,592 101 36215.00 Amortization - Premium/Discount - - (7,826) (7,826) n/a (12,471) 4,645 101 36226.00 Realized Inv Gain/(Loss)- - (7,853) (7,853) n/a - (7,853) 101 36225.00 Unrealized Inv.Gain(Loss)- - 90,978 90,978 n/a (67,274) 158,252 Interest (losses) on investments 87,400 87,400 151,608 64,208 173%(15,028) 166,636 Other Miscellaneous Revenues 101 36101.00 City Assess. Collection - - - - n/a - - 101 36102.00 County Assess. Collection 5,000 5,000 2,008 (2,992) 40%1,979 29 101 36211.00 Developer Agreements 158,000 158,000 84,448 (73,552) 53%169,818 (85,370) 101 36212.00 Miscellaneous Revenue 29,739 29,739 24,551 (5,188) 83%18,441 6,110 101 36230.00 Contributions & Donations - - 7,131 7,131 n/a 14,994 (7,862) 101 39102.00 Sale of Property - - 5,200 5,200 n/a 1,997 3,204 Other Miscellaneous Revenues 192,739 192,739 123,338 (69,401) 64%207,228 (83,889) Other financing sources 101 39203.00 Transfer from Other Funds 456,300 456,300 228,150 (228,150) 50%221,500 6,650 Other financing sources 456,300 456,300 228,150 (228,150) 50%221,500 6,650 Total Revenues 13,337,519 13,337,519 6,839,527 (6,497,992) 51%7,205,633 (366,106) City of Prior Lake General Fund Expenditures As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance from 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Function: General Government 41110.00 MAYOR & COUNCIL 71,866 71,866 34,879 36,987 49%28,966 (5,912) 41130.00 ORDINANCE 7,500 7,500 1,823 5,677 24%3,540 1,716 41320.00 ADMINISTRATION 436,935 436,935 278,089 158,846 64%199,686 (78,402) 41330.00 BOARDS & COMMISSIONS 11,765 11,765 4,844 6,921 41%3,833 (1,012) 41400.00 CITY CLERK FUNCTIONS 60,550 60,550 21,098 39,452 35%- (21,098) 41410.00 ELECTIONS - - 160 (160) n/a 86 (74) 41520.00 FINANCE 480,310 485,705 216,138 269,567 44%191,487 (24,651) 41540.00 INTERNAL AUDITING 31,300 31,300 34,864 (3,564) 111%23,140 (11,724) 41550.00 ASSESSING 202,600 202,600 200,100 2,500 99%- (200,100) 41610.00 LEGAL 200,000 200,000 64,035 135,965 32%77,201 13,166 41820.00 HUMAN RESOURCES 188,830 188,830 84,020 104,810 44%74,940 (9,080) 41830.00 COMMUNICATIONS 128,297 128,297 59,010 69,287 46%52,253 (6,757) 41910.00 COMMUNITY DEVELOPMENT 348,365 348,365 134,169 214,196 39%134,200 31 41920.00 INFORMATION TECHNOLOGY 394,650 413,540 178,461 235,079 43%189,469 11,008 41940.00 FACILITIES - CITY HALL 472,924 472,924 173,401 299,523 37%229,683 56,282 Total - Function General Government 3,035,892 3,060,177 1,485,090 1,575,087 49%1,208,485 (276,605) Function: Public Safety 42100.00 POLICE 4,586,881 4,616,571 2,001,593 2,614,978 43%1,837,112 (164,481) 42200.00 FIRE 932,896 932,896 312,094 620,802 33%299,187 (12,907) 42400.00 BUILDING INSPECTION 599,949 599,949 257,805 342,144 43%255,283 (2,522) 42500.00 EMERGENCY MANAGEMENT 11,935 11,935 9,606 2,329 80%350 (9,256) 42700.00 ANIMAL CONTROL 26,448 26,448 11,400 15,048 43%11,000 (400) Total - Function Public Safety 6,158,109 6,187,799 2,592,497 3,595,302 42%2,402,931 (189,566) Function: Public Works 43050.00 ENGINEERING 373,844 373,844 144,677 229,167 39%145,070 393 43100.00 STREET 1,226,903 1,226,903 483,468 743,435 39%366,057 (117,411) 43400.00 CENTRAL GARAGE 460,031 460,031 190,652 269,379 41%169,895 (20,757) Total - Function Public Works 2,060,778 2,060,778 818,797 1,241,981 40%681,022 (137,775) Function: Culture and Recreation 45100.00 RECREATION 416,675 397,475 174,582 222,893 44%186,889 12,307 45200.00 PARKS 1,481,141 1,511,201 551,948 959,253 37%562,790 10,843 45500.00 LIBRARIES 66,955 66,955 33,748 33,207 50%25,075 (8,673) Total - Function Culture and Recreation 1,964,771 1,975,631 760,278 1,215,353 38%774,754 14,477 00000.00 Transfer to Other Funds 334,769 334,769 42,209 292,560 13%491,609 449,400 Total Expenditures 13,554,319 13,619,154 5,698,871 7,920,283 42%5,558,801 (140,070) COMPARATIVE City of Prior Lake Debt Service Funds As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Property Taxes Current Property Taxes 3,262,770 3,262,770 1,689,839 (1,572,931) 52%1,514,952 174,887 Special Assessments City Assess. Collections - - 43,238 43,238 n/a 87,483 (44,245) County Assess. Collection 646,901 646,901 248,993 (397,908) 38%293,335 (44,342) Interest (losses) on investments Interest Earnings 33,703 33,703 38,153 4,450 113%26,565 11,588 Unrealized Inv.Gain(Loss)- - 44,452 44,452 n/a (23,080) 67,531 Other Financing Sources Transfer from Other Funds 1,131,409 1,131,409 141,580 (989,830) 13%379,134 (237,555) Total Revenues 5,074,783 5,074,783 2,206,253 (2,868,530) 43%2,278,389 (72,136) Expenditures Debt Service Principal 4,193,512 4,193,512 131,062 4,062,450 3%128,328 (2,734) Interest and Other 1,146,472 1,146,472 615,591 530,881 54%491,056 (124,535) Bond Issuance Costs 5,343 5,343 1,245 4,098 23%1,990 745 Transfers to Other Funds 135,000 135,000 - 135,000 0%2,419 2,419 Total Expenditures 5,480,327 5,480,327 747,898 4,732,429 14%623,793 (124,105) Net Change (405,544) (405,544) 1,458,355 1,654,596 COMPARATIVE City of Prior Lake Cable Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Charges for Services 210-41340.00-34304.00 PEG Access Fees 37,133 37,133 7,411 (29,722) 20%12,898 (5,487) Interest (losses) on investments 210-41340.00-36210.00 Interest Earnings - - 803 803 n/a 970 (167) 210-41340.00-36225.00 Unrealized Inv. Gain (Loss)- - 918 918 n/a (948) 1,866 Total Revenues 37,133 37,133 9,131 (28,002) 25%12,920 (3,788) Expenditures Current Expenditures 210-41340.00-52400.20 Small Equipment - Technology 2,295 2,295 243 2,052 11%982 739 210-41340.00-54020.00 Software Service Contract 510 510 - 510 0%- - Capital Outlay 210-41340.00-55570.00 Machinery and Equipment 15,000 15,000 - 15,000 0%- - Total Expenditures 17,805 17,805 243 17,562 1%982 739 Net Change 19,328 19,328 8,889 11,938 COMPARATIVE City of Prior Lake Capital Park Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Charges for Services 225-45200.00-34760.01 Facility Rental - Regular 24,000 24,000 12,600 (11,400) 53%12,000 600 225-45200.00-34791.00 Dedication Fees 450,000 450,000 213,750 (236,250) 48%386,250 (172,500) Charges for Services 474,000 474,000 226,350 (247,650) 48%398,250 (171,900) Interest (losses) on investments 225-00000.00-36210.00 Interest Earnings 24,000 24,000 20,401 (3,599) 85%15,260 5,142 225-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 23,699 23,699 n/a (14,404) 38,103 Interest (losses) on investments 24,000 24,000 44,100 20,100 184%856 43,245 Contributions and donations 225-00000.00-36230.00 Contributions & Donations - - 4,200 4,200 n/a 4,050 150 Contributions and donations - - 4,200 4,200 n/a 4,050 150 Total Revenues 498,000 498,000 274,650 (223,350) 55%403,156 (128,506) Expenditures 54320.00 Miscellaneous - - 395 (395) n/a - (395) 53100.80 Professional Services-General 50,000 50,000 10,553 39,447 21%3,614 (6,939) 55020.00 Projects-Engineering - - 11,784 (11,784) n/a - (11,784) 55530.00 Infrastructure 420,000 420,000 188,775 231,225 45%- (188,775) Total Expenditures 470,000 470,000 211,507 258,493 45%3,614 (207,893) Net Change 28,000 28,000 63,143 399,542 COMPARATIVE City of Prior Lake Revolving Equipment Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Taxes 410-00000.00-31010.00 Current Property Taxes 600,000 600,000 310,552 (289,448) 52%215,897 94,654 Taxes 600,000 600,000 310,552 (289,448) 52%215,897 94,654 Intergovernmental 410-00000.00-33633.20 Watershed Dist Grants/Aid-Capital Grants - - - - n/a 10,000 (10,000) Intergovernmental - - - - - 10,000 (10,000) Interest (losses) on investments 410-00000.00-36210.00 Interest Earnings 7,775 7,775 13,912 6,137 179%2,718 11,194 410-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 11,746 11,746 n/a (3,080) 14,826 Interest (losses) on investments 7,775 7,775 25,658 17,883 330%(361) 26,019 Sale of assets 410-00000.00-39102.00 Sale of Property - - - - n/a 13,170 (13,170) Sale of assets - - - - n/a 13,170 (13,170) Other 410-42100.06-39104.00 Forfeiture Property Sales 12,000 12,000 - (12,000) 0%- - Other 12,000 12,000 - (12,000) 0%- - Transfers in 410-00000.00-39203.00 Transfer from Other Funds 217,600 217,600 80,000 (137,600) 37%77,500 2,500 Transfers in 217,600 217,600 80,000 (137,600) 37%77,500 2,500 OTHER FINANCING SOURCES Debt Issued 410-00000.00-39310.00 G.O. Bond Proceeds 248,960 248,960 215,000 (33,960) 86%- 215,000 Premium on debt issued 410-43100.00-55110.00 Projects - Bond Discount/Premium - - 40,040 40,040 n/a - 40,040 248,960 248,960 255,040 6,080 102%- 255,040 Total Revenues 1,086,335 1,086,335 671,250 (415,085) 62%316,206 355,044 Expenditures Public Safety Police 410-42100.00-55550.00 Vehicles 99,725 99,725 55 99,670 0%133,204 133,149 410-42100.00-55570.00 Machinery & Equipment 108,099 154,449 9,574 144,875 6%- (9,574) COMPARATIVE City of Prior Lake Revolving Equipment Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) COMPARATIVE Fire 410-42200.00-55070.00 Projects - Bond Issuance Costs - - 5,856 (5,856) n/a - (5,856) 410-42200.00-55550.00 Vehicles 248,960 248,960 467,508 (218,548) 188%34,491 (433,017) 410-42200.00-55570.00 Machinery & Equipment - 364,820 - 364,820 0%- - Building Inspection 410-42100.00-55550.00 Vehicles 59,410 59,410 30,539 28,871 51%- (30,539) 410-42100.00-55570.00 Machinery & Equipment - - - - n/a - - Total Public Safety 516,194 927,364 513,532 413,832 55%167,696 (345,836) Public Works Street 410-43100.00-55550.00 Vehicles 323,786 323,786 35,697 288,089 11%- (35,697) 410-43100.00-55570.00 Machinery & Equipment 99,096 99,096 - 99,096 0%- - Central Garage 410-43400.00-55550.00 Vehicles 20,000 20,000 2,680 17,320 13%1,106 (1,573) Total Public Works 442,882 442,882 38,377 404,505 9%1,106 (37,271) Culture and Recreation/Parks 410-45200.00-55550.00 Vehicles - - - - n/a 27,947 27,947 410-45200.00-55570.00 Machinery and Equipment 123,741 123,741 90,835 32,906 73%3,711 (87,124) Total Culture & Recreation 123,741 123,741 90,835 32,906 73%31,658 (59,177) Water 410-49400.00-55570.00 Machinery and Equipment 66,519 66,519 - 66,519 0%10,464 10,464 Water Quality 410-49420.00-55550.00 Vehicles - - - - n/a 191,303 191,303 Sewer 410-49450.00-55550.00 Vehicles - - - - n/a - - Total Utility 66,519 66,519 - 66,519 0%201,768 201,768 Total Expenditures 1,149,336 1,560,506 642,744 917,762 41%402,228 (240,516) Net Change (63,001) (474,171) 28,506 (86,021) City of Prior Lake Facilities Management Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Interest (losses) on investments 440-00000.00-36210.00 Interest Earnings 4,763 4,763 5,037 274 106%4,273 764 440-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 5,794 5,794 n/a (5,163) 10,956 Interest (losses) on investments 4,763 4,763 10,831 6,068 227%(890) 11,720 Transfers in 440-00000.00-39203.00 Transfer from Other Funds 94,927 94,927 47,464 (47,464) 50%29,175 18,289 Transfers in 94,927 94,927 47,464 (47,464) 50%29,175 18,289 Total Revenues 99,690 99,690 58,294 (41,396) 58%28,285 30,009 Expenditures Function: General Government 41940-55050.00 Projects Professional Svcs- FACILITIES - CITY HALL - - 10,349 (10,349) n/a 10,048 (301) 41940-55570.00 Machinery & Equipment-FACILITIES - CITY HALL - - - - n/a - - Total - Function General Government - - 10,349 (10,349) n/a 10,048 (301) Function: Public Safety 42200-55520.00 Building & Building Improvements-FIRE 67,998 67,998 - 67,998 0%21,700 21,700 42200-55570.00 Machinery & Equipment-FIRE - - - - n/a 317,757 317,757 Total - Function Public Safety 67,998 67,998 - 67,998 0%339,457 339,457 Function: Culture and Recreation 45500.00 LIBRARIES 21,965 81,965 - 81,965 0%- - Total - Function Culture and Recreation 21,965 81,965 - 81,965 0%- - Function: Water 49400.00 Building & Building Improvements - - - - n/a 1,995 1,995 Total - Function Culture and Recreation - - - - n/a 1,995 1,995 Total Expenditures 89,963 149,963 10,349 139,614 7%351,500 341,151 Net Change 9,727 (50,273) 47,945 (323,215) COMPARATIVE City of Prior Lake Permanent Improvement Revolving Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Taxes/Special Assessments 450-00000.00-31010.00 Current Property Taxes 95,000 95,000 49,130 (45,870) 52%- 49,130 450-00000.00-36101.00 City Assess. Collections 230,089 230,089 10,176 (219,913) 4%5,760 4,416 450-00000.00-36102.00 County Assess. Collection - - 54,227 54,227 n/a 24,169 30,058 325,089 325,089 113,533 (211,556) 35%29,929 83,604 Interest (losses) on investments 450-00000.00-36210.00 Interest Earnings 4,231 4,231 6,874 2,643 162%3,153 3,721 450-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 8,006 8,006 n/a (2,711) 10,717 Interest (losses) on investments 4,231 4,231 14,880 10,649 352%441 14,439 Transfers in 450-00000.00-39203.00 Transfer from Other Funds - - - - n/a 148,000 (148,000) Transfers in - - - - n/a 148,000 (148,000) Debt Issued 450-00000.00-39310.00-PIR19-000001 G.O. Bond Proceeds 490,000 490,000 400,000 (90,000) 82%- 400,000 450-43100.00-39315.00-PIR19-000001 Projects-Bond Premium - - 48,709 48,709 n/a - 48,709 Debt Issued 490,000 490,000 448,709 (41,291) 92%- 448,709 Total Revenues 819,320 819,320 577,122 (242,198) 70%178,371 398,751 Expenditures Function: Public Works 450-43100.00-54010.01 STREET 700,000 700,000 - 700,000 0%- - 450-43100.00-55070.00-PIR19-000001 Projects - Bond Issuance Costs - - 10,894 (10,894) n/a - (10,894) Total - Function Public Works 700,000 700,000 10,894 689,106 2%- (10,894) OTHER FINANCING USES Transfers out 450-80000.00-59203.00 Transfers to Other Funds 186,933 186,933 19,233 167,700 10%6,824 (12,409) Total Expenditures 886,933 886,933 30,127 856,806 3%6,824 (23,303) Net Change (67,613) (67,613) 546,995 171,547 COMPARATIVE City of Prior Lake Water Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Water Charges 601-49400.00-37100.00 Utility Receipts - Water 3,799,222 3,799,222 966,701 (2,832,521) 25%953,132 13,569 601-49400.00-37160.00 Penalties - - 8,062 8,062 n/a 9,770 (1,708) 3,799,222 3,799,222 974,763 (2,824,459) 26%962,902 11,861 Capital Facility charges 601-49400.00-37110.00 Capital Facility Revenue 272,280 272,280 114,547 (157,733) 42%112,393 2,154 272,280 272,280 114,547 (157,733) 42%112,393 2,154 Meter Sales 601-49400.00-37170.00 Water Meter Sales 74,350.00 74,350.00 54,454.59 (19,895) 73%49,401 5,053 601-49400.00-37175.00 Pressure Reducers 27,300.00 27,300.00 13,570.71 (13,729) 50%15,576 (2,005) 601-49400.00-37185.00 AMRS Brass Recycling - - 16,684 16,684 n/a - 16,684 101,650 101,650 84,710 (16,940) 83%64,977 19,732 Interest (losses) on investments 601-00000.00-36210.00 Interest Earnings 37,250 37,250 57,046 19,796 153%28,171 28,875 601-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 65,751 65,751 n/a (28,632) 94,384 37,250 37,250 122,797 85,547 330%(461) 123,259 Miscellaneous Revenues 601-00000.00-36212.00 Miscellaneous Revenue - - 1,379 1,379 n/a 625 754 601-00000.00-36102.00 County Assess Collection - - 34,252 34,252 n/a 26,874 7,377 601-49400.00-37190.00 Miscellaneous Revenue Adj - - (20) (20) n/a 14 12 - - 35,610 35,610 n/a 27,514 8,143 Contribution of assets 601-00000.00-37901.00 Contribution (Other Fund)- - - - n/a 10,464 (10,464) 601-00000.00-37902.00 Contribution (Developers)- - - - n/a - - - - - - n/a 10,464 (10,464) Transfers in 39203.00 Transfer from Other Funds 1,900,000 1,900,000 - (1,900,000) 0%16,751 (16,751) 1,900,000 1,900,000 - (1,900,000) 0%16,751 (16,751) Total Revenues 6,110,402 6,110,402 1,332,427 (4,777,975) 22%1,194,540 137,934 COMPARATIVE City of Prior Lake Water Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) COMPARATIVE Operating Expenditures Personnel and current expenditures 41520.00 Finance 94,075 94,075 44,201 49,874 47%41,688 (2,513) 49400.00 Water 1,941,435 1,941,435 882,128 1,059,307 45%776,546 (105,583) 2,035,510 2,035,510 926,329 1,109,181 46%818,234 (108,095) Principal, Interest & other 601-47000.00-56010.00-CAP18-000001 Water 105,000 105,000 - 105,000 0%- - 601-47000.00-56110.00-CAP18-000001 Water 78,200 78,200 48,875 29,325 63%- (48,875) 183,200 183,200 48,875 134,325 27%- (48,875) Capital improvements 55530.00 Infrastructure 2,000,000 2,480,830 701,738 1,779,092 28%305,478 (396,260) 55570.00 Machinery and equipment 142,826 161,716 10,158 151,558 6%- (10,158) 2,142,826 2,642,546 711,897 1,930,649 27%305,478 (406,418) 59203.00 Transfers to other funds 895,495 895,495 255,248 640,248 29%237,583 (17,665) Total Expenditures 5,257,031 5,756,751 1,942,348 3,814,403 34%1,361,295 (581,053) Net Change 853,371 353,651 (609,921) (166,756) City of Prior Lake Sewer Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Sewer Charges 604-49450.00-37102.00 Utility Receipts - Sewer 1,932,978 1,932,978 482,154 (1,450,824) 25%405,461 76,693 604-49450.00-37104.00 Utility Recpt-Sewer MCES 1,601,700 1,601,700 715,763 (885,937) 45%663,134 52,629 3,534,678 3,534,678 1,197,917 (2,336,761) 34%1,068,595 129,323 Capital Facility charges 604-49450.00-37110.00 Capital Facility Revenue 272,280 272,280 114,550 (157,730) 42%112,396 2,154 272,280 272,280 114,550 (157,730) 42%112,396 2,154 Water Charges 604-49450.00-37160.00 Penalties 15,000 15,000 11,769 (3,231) 78%11,125 644 15,000 15,000 11,769 (3,231) 78%11,125 644 Interest (losses) on investments 604-00000.00-36210.00 Interest Earnings 18,800 18,800 21,204 2,404 113%11,328 9,876 604-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 21,868 21,868 n/a (11,546) 33,414 604-00000.00-36212.00 Miscellaneous Revenue - - 934 934 n/a - 934 18,800 18,800 44,006 25,206 234%(218) 44,224 Transfers in 39203.00 Transfer from Other Funds - - - - n/a 17,434 (17,434) - - - - n/a 17,434 (17,434) Total Revenues 3,840,758 3,840,758 1,368,243 (2,472,515) 36%1,209,332 158,911 Operating Expenditures Personnel and current expenditures 41520.00 Finance 91,341 91,341 44,074 47,267 48%41,132 (2,942) 49450.00 Sewer 2,564,890 2,564,890 1,212,028 1,352,862 47%1,140,999 (71,029) 2,656,231 2,656,231 1,256,102 1,400,129 47%1,182,130 (73,972) Principal, Interest & other 604-47000.00-56010.00-CAP18-000001 Sewer 105,000 105,000 - 105,000 0%- - 604-47000.00-56110.00-CAP18-000001 Sewer 78,200 78,200 48,875 29,325 63%- (48,875) 183,200 183,200 48,875 134,325 27%- (48,875) COMPARATIVE City of Prior Lake Sewer Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) COMPARATIVE Capital improvements 55530.00 Infrastructure 400,000 880,830 256,844 623,986 29%93,915 (162,929) 55570.00 Machinery and equipment 81,832 100,722 10,158 90,564 10%(92,079) (102,238) 481,832 981,552 267,002 714,550 27%1,836 (265,166) 59203.00 Transfers to other funds 277,147 277,147 138,574 138,574 50%135,555 (3,019) Total Expenditures 3,598,410 4,098,130 1,710,552 2,387,578 42%1,319,521 (391,032) Net Change 242,348 (257,372) (342,310) (110,189) City of Prior Lake Water Quality Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Storm Water Charges 602-49420.00-37120.00 Storm Water Revenue 978,674 978,674 402,128 (576,546) 41%383,324 18,803 978,674 978,674 402,128 (576,546) 41%383,324 18,803 Water Charges 602-49420.00-37160.00 Penalties - - 1,909 1,909 n/a 2,031 (122) - - 1,909 1,909 n/a 2,031 (122) Intergovernmental 602-49420.00-33633.00 Watershed Dist Grants/Aid - - - - n/a 130,000 (130,000) 602-49420.00-32250.00 Wetland Application Fee - - 300 300 n/a 300 - - - 300 300 n/a 130,300 (130,000) Interest (losses) on investments 602-00000.00-36210.00 Interest Earnings 11,690 11,690 10,262 (1,428) 88%10,024 238 602-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 11,552 11,552 n/a (10,249) 21,801 11,690 11,690 21,815 10,125 187%(225) 22,040 Contribution of assets 602-00000.00-37901.00 Contribution (Other Fund)- - - - n/a 191,303 (191,303) 602-00000.00-37902.00 Contribution (Developers)- - - - n/a - - - - - - n/a 191,303 (191,303) Total Revenues 990,364 990,364 426,151 (564,213) 43%706,734 (280,583) Operating Expenditures Personnel and current expenditures 49420.00 Sewer 532,642 532,642 185,008 347,634 35%174,339 (10,669) 532,642 532,642 185,008 347,634 35%174,339 (10,669) Capital improvements 55530.00 Infrastructure 385,000 385,000 67,999 317,001 18%373,488 305,489 385,000 385,000 67,999 317,001 18%373,488 305,489 59203.00 Transfers to other funds 83,860 83,860 41,930 41,930 50%38,500 (3,430) Total Expenditures 1,001,502 1,001,502 294,937 706,565 29%586,327 291,390 Net Change (11,138) (11,138) 131,214 120,407 COMPARATIVE City of Prior Lake Economic Development Authority Special Revenue Fund As of 06/30/2019 (Preliminary & Unaudited) Variance from Variance 2019 2019 2019 Amended Budget - % BDGT Actual from 2018 Budget Amended Actual Positive (Negative)USED 06/30/2018 Positive (Negative) Revenues Taxes 240-00000.00-31010.00 Current Property Taxes 150,000 150,000 77,715 (72,285) 52%77,024 691 Taxes 150,000 150,000 77,715 (72,285) 52%77,024 691 Charges for Services 240-46503.00-34760.02 Facility Rental - EDA 7,820 7,820 5,023 (2,797) 64%4,630 393 Charges for Services 7,820 7,820 5,023 (2,797) 64%4,630 393 Interest (losses) on investments 240-00000.00-36210.00 Interest Earnings 3,300 3,300 5,687 2,387 172%3,327 2,359 240-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 6,603 6,603 n/a (2,562) 9,165 Interest (losses) on investments 3,300 3,300 12,290 8,990 372%766 (11,524) Transfers In 240-00000.00-39203.00 Transfer from Other Funds - - - - n/a 300,000 (300,000) Transfers In - - - - n/a 300,000 300,000 Total Revenues 161,120 161,120 95,028 (66,092) 59%382,420 (287,392) Expenditures Function: Economic Development 46500.00 ECONOMIC DEVELOPMENT 145,467 145,467 76,166 69,301 52%73,367 (2,799) 46503.00 TECH VILLAGE INCUBATOR 4,350 4,350 1,109 3,241 25%101 (1,009) 46500.00 Capital Outlay - - - - n/a (32,931) (32,931) Total Expenditures 149,817 149,817 77,275 72,542 52%40,537 (36,738) Net Change 11,303 11,303 17,753 341,883 COMPARATIVE