Loading...
HomeMy WebLinkAbout05(E)- Consider Approval of Preliminary 2022 Year End Financials City of Prior Lake | 4646 Dakota Street SE | Prior Lake MN 55372 CITY COUNCIL AGENDA REPORT ITEM: 5E MEETING DATE: April 17, 2023 PREPARED BY: Jason Etter, Senior Accountant Nicole Klekner, Assistant Finance Director PRESENTED BY: Cathy Erickson, Finance Director AGENDA ITEM: Approval of Preliminary 2022 Year End Financials RECOMMENDED ACTION: Motion and second to accept the December 31, 2022, Financial Report as submitted. BACKGROUND: Staff has prepared preliminary summary financial reports for the City of Prior Lake (attached) as of December 31, 2022. The reports reflect revenue and expenditure activity during 2022. The reports are preliminary and unaudited but unlikely to change. Comparative information has been included for the same period of the prior year. This agenda report provides a summary of 12/31/22 financial results. Information is provided for following funds: • General Fund • Debt Service Funds • Cable Fund • Capital Park Fund • Revolving Equipment Fund • Revolving Park Equipment Fund • Facilities Management Fund • Permanent Improvement Revolving (PIR) Fund • Water Fund • Sewer Fund • Water Quality Fund • Economic Development Authority Special Revenue Fund FINANCIAL IMPACT: General Fund Summary Key points for 2022: Preliminary financial information reflects revenues exceeding expenditures by $47,410. The General Fund reserve balance is projected at $10,478,000 as of 12/31/2022 which is equal to a 55.7% reserve balance This net addition to fund balance is summarized below: Item5E Page | 2 Total Revenues $ 16,284,778 Total Expenditures $ 16,237,368 Net Change-Add to Fund Balance $ 47,410 Shown below is a summary of the Components of the Net Increase in the Fund Balance: Components of Add to Fund Balance: Revenue less than budget $ (251,109) Expenditures less than budget 627,319 Planned Use of Reserves (328,800) Net Change-Add to Fund Balance $ 47,410 The following General Fund sections provide detail of the revenues and expenditure variances to budget, and planned use of reserves. General Fund Revenues Total revenues are $16,284,778 through 12/31/21 or 98% of the annual amount budgeted. Preliminary reports show that General Fund actual revenues were less than the 2022 budget by $251,109. The following table highlights the revenue categories that comprise the $251k unfavorable variance to budget: Taxes Property tax revenue totaled $10.2M (100% of the 2022 budget). Current tax collections were at 99.6% which is similar to 2021 collections of 99.8%. Delinquent collections totaled $37k which is consistent with prior years. Licenses and Permits License and Permit revenue consists of building permits and fees, and other permits. Building permits and fees are the largest sources of revenue in this category with a budget of $804k. As of 12/31/22, $663k or 82% of the amount budgeted for building permits has been collected $ Variance from % Variance from 2022 2022 Amended Budget Amended Budget Amended Actual Positive ( Negative)Positive ( Negative) Taxes 10,227,232 10,218,408 (8,824) 0% Licenses and Permits 897,323 752,021 (145,302) -16% Intergovernmental 2,585,932 2,795,710 209,778 8% Charges for Services (including franchise taxes)2,022,200 2,010,931 (11,269) -1% Fines and Forfeitures - 2,998 2,998 Interest (losses) on investments 68,200 (397,757) (465,957) -683% Other Revenue 189,000 356,467 167,467 89% Transfers in 546,000 546,000 - 0% Total Revenues 16,535,887$ 16,284,778$ (251,109)$ -2% Revenue Classifications Item5E Page | 3 (Unfavorable to budget by $142k). Building permits and fees are $200k less in total than the 2021 fees collected. The following chart shows building permit activity and average values for years 2018 through 2022. 2018 2019 2020 2021 2022 Permits Issued: Single Family 114 144 158 132 100 Townhomes 84 59 4 - 4 MF Units - - - - - Commercial/ Industrial 5 2 6 7 2 Miscellaneous 2,378 2,420 2.910 2,700 2,397 Total Permits 2,581 2,625 3,078 2,839 2,504 Average Value: Single Family $353,000 $324,000 $345,000 $400,325 $404,906 Townhomes $172,000 $177,000 $208,000 - $168,000 MF Units - - - Commercial/ Industrial $1,064,000 $810,000 $1,463,000 $1,567,000 $360,000 The value of building permits issued decreased 27% from $84.4 million in 2021 to $61.3 million in 2022. The following chart shows the building permit valuation changes by category from 2021 to 2022. The average valuation of a Single Family is consistent with the prior year, but total Single- Family valuation is down 23% to the prior year, as 100 permits were issued in 2022 as compared to 132 in 2021. Total Industrial/Commercial valuation is down 93% as compared to 2021. 2021 included seven projects that totaled 125,000 sq. ft of new commercial / industrial space as compared to only one commercial / industrial project of 8,500 sq. ft in 2022. Lastly, the city saw a decrease in residential and commercial additions in 2022. Building Permit Valuation Increase/(Decrease) % Change Single Family $ (11,947,000) (23%) Townhouses 672,000 Multiple Units - - Industrial & Commercial (10,250,000) (93%) Additions & Alterations (1,622,000) (8%) Total Valuation Increase/(Decrease) $(23,147,000) (27%) Intergovernmental Revenue Intergovernmental revenue for 2022 totaled $2,795,000 which is $209,000 higher than budget. Positive = budget savings; (Negative) = expenditure exceeds budget • State Road Aid is up $80k (4%) to budget. This aid is based on funding set by the legislature. • State Aid for Police is $37k (14%) favorable to budget. Budget is based on prior year actual. Item5E Page | 4 • State Aid for Fire is $34k (12%) favorable to budget due to increased pension contribution from the state of $39k (Budget is based on prior year actual.) and ($5k) decrease in Fire Training state aid. • State aid for year 2 of the building inspector grant was $65k. This revenue was not budgeted. The intergovernmental revenue includes the following two items: • The SMSC contribution was $1M in 2022, which was the amount budgeted. (This was a $200k increase from 2021.) • Township Fire & Rescue Aid was $548k which was the amount budgeted. Charges for Services Charges for Services revenue for 2022 is $2,011,000 which is $11k less than budget. The drivers of the variance to budget are additional tower lease revenue, street chip seal fee for new development, and building plan check fees. The variances to budget are summarized below: Positive = budget savings; (Negative) = expenditure exceeds budget • $52k - Tower antennae leases for Sprint and T-Mobile due to vendor temporary extension. • $88k – Street chip seal revenue for three development projects. Fee collected upfront, then used to fund chip seal project at year three of street age. Funds will be assigned for this specific use. • ($127k) for less plan check fees due to 104 resident units as compared to budget of 150 units. • $34k – Recreation program revenue above budget primarily for Club Prior instructor led classes added after budget completion. Offsetting instructor costs are included in Rec dept. expenditures. • ($17k) for cable franchise fee revenue less than budget. Other Revenue Net Interest earnings are $466k lower than budget primarily due to $497k decrease in the fair value of securities which is considered an unrealized loss on investments. As rates increase, the market value of the lower yielding securities has decreased. This is a paper loss; no actual gain/loss is realized because the city holds the securities until maturity. The report also reflects $(80k) amortization of investment premium and a $180k in interest earnings. Interest earnings are allocated based on the cash balance by fund. Miscellaneous revenues are 356,000 which is above budget by $167k. The primary variances to budget are summarized below: Positive = budget savings; (Negative) = expenditure exceeds budget • $56k of revenue for contributions/donations that are not budgeted/planned but were received primarily for the Parks, Recreation and Police Shop with a Cop Program. Unspent Shop with a Cop revenue will be classified as assigned fund balance for future program expenditures. • $49k – Includes the revenue to cover administrative costs for developments. • $44k for the LMCIT property/Casualty insurance program dividend. A dividend is paid to members when losses incurred are less than premiums collected. • $19k the city collected for SCALE legislative representation above budget. The city paid the expenditure and was reimbursed by SCALE. The revenue and related expenditure were budgeted at $30k but actual expenditure and reimbursement was $49k. • $6k for sale of assets Item5E Page | 5 Transfers Transfers in from the utility funds for operations were $546,000. General Fund Expenditures Total General Fund expenditures are $16,237,368 through 12/31/22 which is 96% of the annual amended budget amount. Preliminary reports show that General Fund expenditures were less than the 2022 budget by $627,319. A summary of the variances to budget are shown in the table below. The primary drivers of the variance to budget are shown on Attachment 1. Overall payroll was favorable to budget by $500k due to open positions across multiple departments. Positive = budget savings; (Negative) = expenditure exceeds budget General Fund Planned Use of Reserves: 2022 use of reserves totaled $328,800. The 2022 original budget was approved with an anticipated use of reserve of $50,000 for completion of a community survey. The survey is completed every three to five years and planned to be funded from reserves. The budget was subsequently amended to reflect a use of fund balance reserves of $278,800 for the following items: • $6k - IT department professional services for the regular maintenance and updates of the council chamber’s equipment to televise the council meetings. • $13k - Emergency Management department for emergency siren maintenance costs and training. • $115k - Police department expenditures. There were supplies and equipment that the police department ordered in 2021 but have not received due to global supply chain issues. • $44k - Central Garage carry forward the 2021 fuel budget savings to be used as a funding source for the city’s rising fuel costs. • $97k – Streets and Parks department for sidewalk maintenance at the police department and on Willow Lane. (Streets of $79k and for Parks of $18k) • $4k Administration additional Community Survey cost 2022 General Fund Reserves as a % of 2023 Expenditures:  Beginning Balance - $10.43M  Ending Balance - $10.47M  2022 Reserve Calculation – 55.7%: $ Variance from % Variance from 2022 2022 Amended Budget Amended Budget Amended Actual Positive ( Negative)Positive ( Negative) General Government 3,588,328$ 3,518,431$ 69,897$ 2% Public Safety 8,245,433 8,138,346 107,087 1% Public Works 2,445,904 2,127,450 318,454 13% Culture and Recreation 2,361,184 2,229,302 131,882 6% Transfers to Other Funds 223,838 223,838 0 0% Total Expenditures less than Budget 16,864,687$ 16,237,368$ 627,319$ 4% Expenditure Function Item5E Page | 6 2022 General Fund Planned Use of Reserves: Looking forward to 2023, the 2023 original budget was approved with an anticipated use of reserve of $32,000 for Election equipment –poll pad replacement and new tabulators The budget was subsequently amended to reflect a carryforward of 2023 budget items/use of fund balance reserves of $304,299 for the following items: • $160k Streets and Parks department for trail and sidewalk maintenance (Streets of $116k and for Parks of $44k) • $44k for Police department expenditures. There were supplies and equipment that the police department ordered in 2022 but have not received due to supply chain issues. • $35k for Firefighter pre-employment tests • 30k for IT department card readers and Laserfiche server • $15k for Strategic planning financial modeling professional services • $9k for LMCIT property insurance agent fee • $6 for software service contract for leases and debt (tracking and GASB compliance) • $5k for Emergency Management department for training. Based on the planned use of reserves and budget amendments noted above, the estimated 2023 ending reserve balance is $10.142 million which is equal to a 50% reserve balance based on 2023 estimated expenditures per the city’s long range financial plan. Proposed Use of General Fund Reserves above Guideline: The Comprehensive Financial Management Plan recommends maintaining reserves in a range between 40% and 50% of subsequent year expenditures. Based on the planned use of reserves and budget amendments noted above, the year-end 2022 ending reserve balance is above this range at 55.7% and the estimated year-end 2023 reserve balance is estimated at 50%, which is the top end of the guideline. Debt Service Funds Property taxes and special assessments are received in June, December, and January (final tax settlement). 2022 transfers included the closeout of the Fund 559 (2017 Mill & Overlay Project) debt service fund balance of $12k to F450 (PIR fund for street overlay projects). Scheduled bond payments were made in June and December. Cable Fund 2022 activity included revenue from cable franchise companies of $20k and expenditures of $48k for live streaming service and Parkview conference room AV equipment replacement. Capital Park Fund Park Dedication Fees of $75k were received including fees for the Revere Place development. The city also received facility rent of $21k for the Pike Lake Park home and donations of $12,000 for the Spring Lake Park pickleball courts. Expenditures were $88k and included the Spring Lake Park pickleball plaza gates and canopy replacement, Summit Ridge Park and TH 13 Trail Gap engineering costs, and memorial bench purchases. Item5E Page | 7 Revolving Equipment Fund Total revenues were $1,033,639. Property taxes, the primary funding source, totaled $699,297. Revenues also included $142k of proceeds from the disposal of equipment. An operating transfer in of $217,500 from the utility funds was also received. Equipment purchases totaled $846,932. Overall, the fund is favorable to budget by $613,807. This is due to $414k of vehicles and equipment ordered in 2022 but not yet received and equipment sale proceeds of $142k (not a budgeted item). A 2023 budget amendment of $414k was done for the 2022 vehicles and equipment ordered in 2022 but not yet received to reflect the expenditure in the 2023 budget. Revolving Park Fund Revenues were $416,141, which comes primarily from property taxes and interest. Revenue also included a transfer in of $49k at the completion of the Towering Woods street and trail project. A preliminary fund transfer of $414k was made in 2021 for the estimated city portion of the Towering Woods project. When the project was completed, costs were lower than the estimate by $48k, so the funds were transferred back to the Revolving Park Fund. Current year spending totaled $121k for park equipment replacement, Lakefront Park master plan, painting, etc. Future spending of revolving park fund balance will be guided by the Master Park Plan. Facilities Management Fund Revenues were $621,446 which comes primarily from property taxes and funding for the Fire Station #1 remodel from the federal ARPA grant ($400k) and Credit River/Spring Lake fire and rescue aid ($135k). No debt was issued in 2022. Facility improvements were $551,859 primarily for Fire Station #1 remodel in preparation of full- time fire staffing. The remodel work will be completed by the end of June 2023. Permanent Improvement Revolving Fund Revenue from this fund of $1,146,869 is comprised of franchise taxes and special assessments. Starting in 2022, the city has a new funding source of franchise fee revenue that is dedicated to the pavement management plan. 2022 collection of the dedicated additional gas and electric franchise fees was $1,022,019. Total assessment revenue in 2022 was $127k. No debt was issued in 2022 so there are no bond proceeds. There is a transfer out to the debt service fund of $283k. There was no overlay project in 2022. Future projects will be planned as part of the 2023- 2027 CIP. Water Fund The financial report for the Water Fund reflects six bi-monthly billing cycles. Operating revenue totaled $5,595,073 which is an increase of $25,079 or 0.5% from 2021. Operating revenue was favorable to budget by $807,974. The water revenue increase is due to variances in the budget vs actual usage by tier. The actual water usage at the lowest usage tier was 32% lower than budget while the actual water usage at the higher usage tier was 139% higher. 2022 was a drought year, so usage at the higher tiers was higher than a typical water usage year. Non-Operating Revenues were $237,570 less than budget. This is due to a decrease in the fair value of the securities which is allocated by fund based on cash balances. As rates increase, the market value of the lower yielding securities has decreased. This is a paper loss; no actual gain/loss is realized because the city holds the securities until maturity. There were no Transfers- In from other funds during the current year. Item5E Page | 8 Total operating expenses, before depreciation, are $2,700,529 which is $409,667 (18%) over budget. • Due to the dry weather in 2022, additional water was purchased from the SMSC, and additional water volume was produced. Water purchases, chemical supplies, and electricity costs at the water treatment facility were above budget by a combined amount of $308k. • Watermain repair expenses were above budget by $194k due to the City experiencing several watermain breaks. • Personnel expenses were under budget by $36k. Depreciation expense is $1,037k which is 28% of operating expenses. On a cash basis, capital outlay this year was $80,504 and Infrastructure capital expenses were $857,037. As shown in the table below, a dump truck was ordered in 2022, but has not been received, and the well rehab project was deferred. Water Improvement Projects – Capital Outlay Budget Actual Comments Machinery & Equipment 182,000 64,352 Dump Truck ordered in 2022 but not yet received in 2023 Software 9,000 16,153 BSA utility billing software for 2022 implementation work Total $191,000 $80,505 Infrastructure Projects Budget Actual Comments Well Rehab $ 50,000 $ 23,740 Projects Deferred Water tower reconditioning 10,000 1,007 Projects Deferred Transfer out for Downtown South Street Project 605,000 832,290 Preliminary project transfer based on contract award. Total Infrastructure Spending $665,000 $857,037 Transfers out include $334,750 for operating transfers, $577,675 for debt service and $832,290 for the Downtown South Street project transfer out noted above. Other financing sources include $17k for amortization of bond premium. There was $1,055,853 in capital contribution from developers and $1,672,156 in net capital contributions from other funds for the street project which was capitalized in 2022. Sewer Fund The financial report for the Sewer Fund reflects six billing cycles. Operating revenue totaled $4,814,667 which is an increase of $53,412 or 1.1% from 2021. The sewer revenue increase is due to a 2.1% increase in sewer rates from 2021. The MCES specific rate increased 3% from 2021. Operating revenue was under budget by $361,954. This is mainly due to the estimate of residential sewer usage for 2022. The estimate is based on prior year data and new customer estimates. The 2022 budget was completed in the spring of 2021 and would have largely been based on 2020 usage, which was high due to the pandemic. In spring 2021 many people were still working/schooling from home so it was unknown how this would impact usage and how long pandemic restrictions would last. The new tiered rate structure was also new in 2021 so it would have been an estimate regarding % of usage by tier. Item5E Page | 9 Non-Operating Revenue included interest earnings of $71k, and an unrealized loss on investments of $184k. The unrealized loss is due to a decrease in the fair value of the securities which is allocated by fund based on cash balances. This is a paper loss; no actual gain/loss is realized because the city holds the securities until maturity. There were no Transfers In during the current year. Total operating expenses, before depreciation, were $3,039,905 which is favorable to budget by $39,168 (1%). • Maintenance expense were $42k below budget. • Professional services were also $11k below budget. • Maintenance agreements were over budget by $23k due to lift station and sewer repairs. Depreciation expense is $684k which is 18.4% of expenses. On a cash basis, capital outlay this year totaled $226,022 and infrastructure capital expenses were $548,088. Sewer Improvement Projects – Capital Outlay Budget Actual Comments Sewer System Equipment Replacement $57,000 $73,704 Replacement pumps needed for three lift stations Generator 69,500 101,230 Cost above budget Lift Station Rehab 155,000 34,314 Projects deferred Software 8,700 16,153 A portion of the BSA utility billing software was paid in the prior year so 2021 portion was $10k. Total $290,200 $226,022 Sewer Infrastructure Projects Budget Actual Comments Inflow/Infiltration Improvements $165,000 - Sewer lining program in process Transfer out for Sewer Improvements - Downtown South Street Project 564,000 $513,153 Preliminary project transfer based on contract award. Total Infrastructure Spending $729,000 $548,088 Transfers out included 334,750 for operating transfers and $513,153 for street project transfer noted above. Other financing sources include capital contributions from developers of $1,457,489, capital contributions from other funds of $788k for the street project, which was capitalized in 2022, and $17k for amortization of bond premium. Storm Water Fund The financial report for the Water Quality Fund reflects six bi-monthly billing cycles. Storm water operating revenue totaled $1,254,521 which is an increase of $47,954 or 4.0% over 2021. This is primarily due to a rate increase from $16.74 to $17.07, as well as an increase in the number of accounts being billed. Storm Water revenues are based on flat rates per billing cycle. Item5E Page | 10 Operating revenue was favorable to budget by $56,601. The positive variance is attributable to an increase in the number of accounts over the number of accounts budgeted. Non-Operating Revenue included interest earnings of $41k and an unrealized loss on investments of $109k. The unrealized loss is due to a decrease in the fair value of the securities which is allocated by fund based on cash balances. This is a paper loss; no actual gain/loss is realized because the city holds the securities until maturity. There were no transfers-in during 2022. Total operating expenses, before depreciation, were $487,666 which was $64,759 less than budget primarily due to lower spend for maintenance contracts and repairs/maintenance partially offset by higher professional services. Depreciation expense is $98k which is 16.7% of the operating expenses. On a cash basis, capital outlay and infrastructure capital expenses were $496,782. Stormwater Infrastructure Projects Budget Actual Comments Markley Lake Stormwater Study & Erosion Repairs $500 Monitoring costs Stormwater Pond Planning & Prioritization 30,000 10,917 In process (Prior Lake Sub. Assessment/Pond 92 Study) Pond Maintenance & Retrofit 300,000 177,975 In Process Other stormwater projects 314,598 Welcome Ave SW Improvements/ Timbercrest Trail Culvert Improvements Transfer out for Stormwater Improvements – Downtown South Street Project 167,000 3,709 No development project in downtown south area to meet stormwater quality requirements Total $497,000 $496,782 Transfers out include $118,600 for operating activities and $3,790 for the Downtown South Street Project. Economic Development Authority Special Revenue Fund Funding for the EDA comes primarily from property taxes and facility rental payments from Sebastian Auto. Revenues of $432,389 exceeded expenditures of $159,041 by $273,447. Components of the increase in fund balance are as follows: Item5E Page | 11 ALTERNATIVES: 1. Motion and second to accept the December 31, 2022, Financial Report as submitted. 2. Take no action and provide staff with specific direction. ATTACHMENTS: 1. General Fund Budget to Actual Expenditure Detail 2. 2022 Financial Report 3. Work Session PowerPoint Presentation Category Amount Comments Revenue above budget 44,000$ 1) An annual evaluation of the value for the EDA properties that are held for sale required an adjustment to the net realizable value of $36k; 2) $15k donation received from Charlies that was not budgeted, 3) Net Interest (unrealized losses) on investments of $7k less than budget Expenditures below budget (465,000) Expenditures $465k less than budget as the city deferred potential property acquisition to a future year as this is based on development project timing 509,000 Net activy above budget (234,000) Budgeted/Planned use of fund balance reserves for potential property purchase 275,000$ EDA Add to fund balance $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) MAYOR & COUNCIL 75,528 71,013 4,515 6%PERSONNEL: Council allowance spending below budget ORDINANCE 6,000 4,958 1,042 17%Varies based public hearing activity ADMINISTRATION $390,765 $436,495 (45,730) -12% PERSONNEL: $14k for items not known at budget time of City manager vacation payout, admin asst salary above budget and MN unemployment insurance for a previous employee PROFESSIONAL SERVICES: $27k above budget primarily for Strategic planning facilitator, admin temp contract buyout MEMBERSHIPS: $5k SCALE dues above budget (fee is $15k) BOARDS & COMMISSIONS 11,365 5,960 5,405 48% PERSONNEL: Less meetings in 2022 than anticipated. Commissioners are also only paid if they attend and several of the meetings had only 3-4 members in attendance. CITY CLERK FUNCTIONS 129,697 127,980 1,717 1% ELECTIONS 62,200 52,305 9,895 16% PERSONNEL: $19k budget savings due to city clerk/administrative assistant covering the absentee voting (vs election judges as budgeted), plus 10 judges volunteered their time. SMALL EQUIPMENT: 9k for new tabulator equipment expenditure for 2022 added precinct. The expenditure was not budgeted. FINANCE 596,290 547,410 48,880 8% PERSONNEL: Assistant Finance Director position open for 3 months; this position is budgeted for FT, but current staff is at a .8 FTE schedule. INTERNAL AUDITING 42,200 35,480 6,720 16% AUDIT SERVICES: Budget includes $3.5k for GASB implementation and OPEB actuarial services/requirements can vary by year ASSESSING 231,135 230,115 1,020 0% LEGAL 190,000 190,928 (928) 0% HUMAN RESOURCES 332,139 320,286 11,853 4%TRAINING: Budget for employee training and conference were not used due. COMMUNICATIONS 178,261 159,864 18,397 10%PERSONNEL: Open Communications Specialist position COMMUNITY DEVELOPMENT 385,472 323,788 61,684 16% PERSONNEL: Planner position open for 9 weeks PROFESSIONAL SERVICES: Budget not used as it is project dependent INFORMATION TECHNOLOGY 404,081 412,140 (8,059) -2%PROFESSIONAL SERVICES: Costs for CIT to cover open IT position. FACILITIES - CITY HALL 553,195 599,710 (46,515) -8% INSURANCE- GEN LIABILITY: $27k costs for PL Tobacco & Vape case. INSURANCE - PROPERTY $29k budget savings as budget included a 5% increase based on LMCIT guidance, however, the property/ casualty premium went down by 6.4% as compared to the prior year. This was due to LMCIT rate changes (overall rate reduction). BUILDING MAINTENANCE: Above budget by $18k UTILITIES-GAS/ELECTRIC: $33k over budget. For electric utilities, the 2022 budget included a 7% increase over the 2021 estimated activity, however electric rates actually increased ~15%. Total - Function General Government 3,588,328$ 3,518,431$ 69,897$ 2% Attachment 1 - General Fund Budget to Actual Expenditure Detail by Function and Department CommentsDepartment 1 of 3 Attachment 1 - General Fund Budget to Actual Expenditure Detail by Function and Department $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) POLICE 6,128,802 6,017,491 111,311 2% PERSONNEL: $161k of net personnel savings due to seven open positions during the year. CURRENT EXPENDITURES: $33K unfavorable to budget - main driver is Axon contract for software services bundling ( fleet/ bwc/ taser/ interview room) was not finalized at time of 2022 budget completion. Annual cost is $112k and 2022 is year one of five-year contract. FIRE 1,242,376 1,288,697 (46,321) -4% PERSONNEL: $10k over budget. Components are $30k favorable to budget on Paid on Call and $17k favorable on workers comp insurance lines offset by pension contribution pass through higher than budget by $57k. BUILDING & EQUIPMENT MAINTENANCE: above budget by $33k for FS1 furnace replacement, replace radio headsets for Engine 1 and ladder truck emergency repair BUILDING INSPECTION 816,265 779,563 36,702 4%PERSONNEL: Open development services assistant position EMERGENCY MANAGEMENT 29,190 23,795 5,395 18% TRAINING: Not able to complete planned training with change in commander positions and training availability. ANIMAL CONTROL 28,800 28,800 - 0% Total - Function Public Safety 8,245,433$ 8,138,346$ 107,087$ 1% $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) ENGINEERING 419,812 423,957 (4,145) -1% PROFESSIONAL SERVICES: Includes general engineering services for several consultant intersection traffic control reviews, and planned general WSB support services with a primary focus to finish the PWDM update which was finalized and adopted in 2022. STREET 1,464,261 1,129,495 334,766 23% PERSONNEL: $28k personnel cost favorable to budget due to open streets supervisor position. STREET MAINTENANCE: Favorable to budget by $297k for work under JPA that was not completed due to contract issues and trail/sidewalk project that was delayed in 2022 due to no interested bidders. CENTRAL GARAGE 561,831 521,179 40,652 7% FUEL CONTINGINCY: 2022 budget included $44k contingency for rising fuel costs. Overall General Fund fuel costs were on budget without the fuel contingency. During the 2021 budgeting process there was much uncertainly surrounding fuel prices as the average price had increased 46% from January 2021 to when the budget was approved in December 2021. For this reason, a budget contingency was approved in case fuel prices continued to rise. Gas prices did increase in summer 2022 but came down in the fall and winter, so the contingency was not needed. DEVELOPMENT PROJECTS - 52,820 (52,820) PROFESSIONAL SERVICES: Antenna and development plan review costs for various projects Total - Function Public Works 2,445,904$ 2,127,450$ 318,454$ 13% Department Comments Department Comments 2 of 3 Attachment 1 - General Fund Budget to Actual Expenditure Detail by Function and Department $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) RECREATION 512,825 462,550 50,275 10% PERSONNEL: Personnel costs favorable to budget by $28k due to 1) Manager position budgeted 100% in Recreation, but salary allocated 50/50 between Parks and Recreation based on job responsibilities, 2 ) Did not hire any warming house attendants during 1st half of 2022 skating season and 3) had turnover throughout the summer in a number of seasonal positions that created payroll gaps. PROGRAM INSTRUCTORS: ) program expenditures 30k higher than budget primarily to cover instructor fees (additional program revenue received that covered these expenditures.) PARKS 1,777,913 1,692,047 85,866 5% PERSONNEL: $40k favorable in personnel costs. Unable to fill all the budgeted seasonal positions and seasonals worked fewer hours than projected. MAINTENANCE: $44k for sidewalk replacement that needed to be postponed to 2023. LIBRARIES 70,446 74,706 (4,260) -6%MAINTENANCE: Over budget due to building maintenance and security camera costs Total - Function Culture and Recreation 2,361,184$ 2,229,302$ 131,882$ 6% $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) TRANSFERS TO OTHER FUNDS 223,838 223,838 0 0%Fire Station #2 debt service transfer Total -Transfers Out 223,838$ 223,838$ -$ 0% Department Comments Department Comments 3 of 3 City of Prior Lake General Fund Summary - Comparison to Prior Year As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive (Negative)USED 12/31/2021 Positive (Negative) Revenues Taxes 10,227,232 10,227,232 10,218,408 (8,824) 100%9,461,734 756,674 Licenses and Permits 897,323 897,323 752,021 (145,302) 84%999,906 (247,885) Intergovernmental 2,585,932 2,585,932 2,795,710 209,778 108%2,323,536 472,175 Charges for Services 2,022,200 2,022,200 2,010,931 (11,269) 99%2,191,213 (180,282) Fines and Forfeitures - - 2,998 2,998 n/a 37 2,961 Interest (losses) on investments 68,200 68,200 (397,757) (465,957) -583%(83,485) (314,272) Other 189,000 189,000 356,467 167,467 189%748,663 (392,196) Transfers in 546,000 546,000 546,000 - 100%523,000 23,000 Total Revenues 16,535,887 16,535,887 16,284,778 (251,109) 98%16,164,604 120,174 Expenditures General Government 3,578,328 3,588,328 3,518,431 69,897 98%3,270,526 (247,905) Public Safety 8,117,433 8,245,433 8,138,346 107,087 99%7,294,617 (843,730) Public Works 2,322,714 2,445,904 2,127,450 318,454 87%2,159,849 32,399 Culture and Recreation 2,343,574 2,361,184 2,229,302 131,882 94%2,010,386 (218,917) Transfer to other funds 223,838 223,838 223,838 - 100%1,112,697 888,859 Total Expenditures 16,585,887 16,864,687 16,237,368 627,319 96%15,848,075 (389,293) Net Change (50,000) (328,800) 47,410 376,210 316,529 (328,800) 47,410 COMPARATIVE City of Prior Lake General Fund Revenues As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Taxes 101 31010.00 Current Property Taxes - General Purpos 9,136,642 9,136,642 9,093,878 (42,764) 100%8,318,564 775,314 101 31020.00 Delinquent Property Taxes - General Purp - - 36,947 36,947 n/a 47,700 (10,753) 101 31040.00 Fiscal Disparities 1,090,590 1,090,590 1,087,583 (3,007) 100%1,095,470 (7,887) Taxes 10,227,232 10,227,232 10,218,408 (8,824) 100%9,461,734 756,674 Licenses and Permits 101 32100.00 Business Licenses 735 735 1,260 525 171%735 525 101 32110.00 Liquor Licenses 75,790 75,790 73,848 (1,942) 97%71,565 2,283 101 32160.00 Refuse Haulers 4,500 4,500 5,135 635 114%5,335 (200) 101 32175.00 Public Private Gathering Permit 720 720 270 (450) 38%690 (420) 101 32180.00 Cigarette Licenses 1,785 1,785 2,040 255 114%1,785 255 101 32190.00 Community Event Application 1,750 1,750 2,421 671 138%4,285 (1,864) 101 32210.00 Building Permits 636,818 636,818 558,827 (77,991) 88%745,088 (186,261) 101 32211.00 Retainage Forfeiture - - (1,600) (1,600) n/a 45,056 (46,656) 101 32215.00 Mechanical Permits 92,400 92,400 50,821 (41,579) 55%56,324 (5,504) 101 32230.00 Plumbing Permits 66,435 66,435 46,616 (19,819) 70%51,769 (5,153) 101 32231.00 Sewer/Water Inspection 8,475 8,475 6,268 (2,208) 74%9,369 (3,102) 101 32232.00 Plumbing Registrations 1,250 1,250 - (1,250) 0%2,310 (2,310) 101 32260.00 Burning Permits 4,000 4,000 4,680 680 117%4,160 520 101 32270.00 Short-term Rental Fee 2,665 2,665 1,435 (1,230) 54%1,435 - Licenses and Permits 897,323 897,323 752,021 (145,302) 84%999,906 (247,885) Intergovernmental 101 33160.10 Fed Aids/Grants - Operating Grants 27,000 27,000 - (27,000) 0%- - 101 33160.11 Fed Aids/Grants - Operating Police 3,500 3,500 5,690 2,190 163%- 5,690 101 33416.01 State Aid - Police Train 24,000 24,000 29,430 5,430 123%30,911 (1,481) 101 33416.02 State Police Aid-Ins Prem 267,000 267,000 298,824 31,824 112%261,988 36,835 101 33417.00 State Aid - Fire Training 15,000 15,000 9,710 (5,290) 65%41,919 (32,209) 101 33418.00 State Road & Bridge Aid 377,000 377,000 457,679 80,679 121%361,833 95,846 101 33420.00 State Fire Aid-Ins. Prem.255,000 255,000 293,956 38,956 115%260,564 33,392 101 33422.10 State Aids/Grants - Operating Grants - - 68,182 68,182 n/a 65,000 3,182 101 33422.11 State Aids/Grants - Operating Police 3,500 3,500 10,156 6,656 290%4,642 5,513 101 33423.00 Market Value Credit Aid - - 602 602 n/a 579 23 101 33610.11 County Aids/Grants - Operating Grants - - 3,839 3,839 n/a 1,000 2,839 101 33610.11 County Aids/Grants - Operating Police - - 4,291 4,291 n/a 4,124 167 101 33620.00 Township Fire & Resc Aid 549,460 549,460 548,343 (1,117) 100%429,675 118,668 101 33621.00 Liaison Aid 64,472 64,472 65,010 538 101%61,300 3,710 101 33631.00 Payment in Lieu of Taxes 1,000,000 1,000,000 1,000,000 - 100%800,000 200,000 Intergovernmental 2,585,932 2,585,932 2,795,710 209,778 108%2,323,536 472,175 COMPARATIVE City of Prior Lake General Fund Revenues As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) COMPARATIVE Charges for Services 101 31810.00 Franchise Taxes 637,000 637,000 619,660 (17,340) 97%662,709 (43,048) 101 34103.00 Zoning & Subdivision Fees 30,000 30,000 49,004 19,004 163%44,551 4,453 101 34104.00 Plan Check Fees 413,931 413,931 286,444 (127,487) 69%378,103 (91,659) 101 34105.00 Sale of Maps/Publications - Reports 500 500 653 153 131%1,055 (402) 101 34107.00 Assessment Searches - Reports 700 700 350 (350) 50%675 (325) 101 34108.00 Street Chip Seal Fee-New Development - - 5,677 5,677 n/a 88,430 (82,753) 101 34109.00 Project Admin/Eng Fees 200,000 200,000 217,831 17,831 109%143,888 73,943 101 34203.00 Accident/Warrant Reports - Reports 200 200 734 534 367%351 383 101 34731.00 Adult League Fees 4,800 4,800 5,626 826 117%4,480 1,146 101 34735.00 Recreation Program Fees 55,000 55,000 83,209 28,209 151%88,360 (5,151) 101 34735.01 Recreation Program Fees Regular 9,000 9,000 14,694 5,694 163%10,274 4,419 101 34760.01 Facility Rental - Regular 58,865 58,865 60,762 1,897 103%46,265 14,498 101 34761.00 Studio/Pavilion Rental 24,000 24,000 27,121 3,121 113%27,051 70 101 34762.00 Park Shelter Rental 83,200 83,200 86,398 3,198 104%84,862 1,535 101 34765.01 Tower Leases 282,139 282,139 334,499 52,360 119%407,914 (73,415) 101 34780.00 Parking Meter Fees 35,000 35,000 25,350 (9,650) 72% 37,066 (11,716) 101 34783.00 City Contract Services 187,865 187,865 192,919 5,054 103%165,180 27,739 Charges for Services 2,022,200 2,022,200 2,010,931 (11,269) 99%2,191,213 (180,282) Fines and Forfeitures 101 35101.00 County Court Fines - - 200 200 n/a - 200 101 35104.00 Prosecution Restitution - - 2,798 2,798 n/a 37 2,761 Fines and Forfeitures - - 2,998 2,998 n/a 37 2,961 Interest (losses) on investments 101 36210.00 Interest Earnings 112,200 112,200 179,906 67,706 160%142,737 37,169 101 36215.00 Amortization - Premium/Discount (44,000) (44,000) (80,067) (36,067) 182%(100,374) 20,307 101 36225.00 Unrealized Inv.Gain(Loss)- - (497,596) (497,596) n/a (129,724) (367,872) 101 36226.00 Realized Inv.Gain(Loss)- - - - n/a 3,876 (3,876) Interest (losses) on investments 68,200 68,200 (397,757) (465,957) -583%(83,485) (314,272) Other Miscellaneous Revenues 101 36101.00 City Assess. Collection - - 492 492 n/a 1,180 (688) 101 36102.00 County Assess. Collection 5,000 5,000 3,916 (1,084) 78%4,302 (386) 101 36211.00 Developer Agreements 130,000 130,000 65,789 (64,211) 51%457,776 (391,987) 101 36212.00 Miscellaneous Revenue 54,000 54,000 230,045 176,045 426%216,771 13,274 101 36230.00 Contributions & Donations - - 50,065 50,065 n/a 38,612 11,453 101 39102.00 Sale of Property - - 6,159 6,159 n/a 30,022 (23,863) Other Miscellaneous Revenues 189,000 189,000 356,467 167,467 189%748,663 (392,196) Other financing sources 101 39203.00 Transfer from Other Funds 546,000 546,000 546,000 - 100%523,000 23,000 Other financing sources 546,000 546,000 546,000 - 100%523,000 23,000 Total Revenues 16,535,887 16,535,887 16,284,778 (251,109) 98%16,164,604 120,174 City of Prior Lake General Fund Expenditures As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Function: General Government 41110.00 MAYOR & COUNCIL 75,528 75,528 71,013 4,515 94%71,698 685 41130.00 ORDINANCE 6,000 6,000 4,958 1,042 83%5,820 862 41320.00 ADMINISTRATION 390,765 390,765 436,495 (45,730) 112%315,333 (121,162) 41330.00 BOARDS & COMMISSIONS 11,365 11,365 5,960 5,405 52%7,613 1,653 41400.00 CITY CLERK 129,697 129,697 127,980 1,717 99%121,819 (6,161) 41410.00 ELECTIONS 62,200 62,200 52,305 9,895 84%690 (51,615) 41520.00 FINANCE 596,290 596,290 547,410 48,880 92%566,980 19,571 41540.00 INTERNAL AUDITING 42,200 42,200 35,480 6,720 84%40,333 4,853 41550.00 ASSESSING 231,135 231,135 230,115 1,020 100%223,111 (7,004) 41610.00 LEGAL 190,000 190,000 190,928 (928) 100%181,237 (9,691) 41820.00 HUMAN RESOURCES 332,139 332,139 320,286 11,853 96%323,917 3,631 41830.00 COMMUNICATIONS 174,261 178,261 159,864 18,397 90%159,303 (561) 41910.00 COMMUNITY DEVELOPMENT 385,472 385,472 323,788 61,684 84%345,583 21,795 41920.00 INFORMATION TECHNOLOGY 398,081 404,081 412,140 (8,059) 102%383,534 (28,606) 41940.00 FACILITIES - CITY HALL 553,195 553,195 599,710 (46,515) 108%523,556 (76,154) Total - Function General Government 3,578,328 3,588,328 3,518,431 69,897 98%3,270,526 (247,905) Function: Public Safety 42100.00 POLICE 6,013,802 6,141,802 6,017,491 124,311 98%5,411,228 (606,264) 42200.00 FIRE 1,242,376 1,242,376 1,288,697 (46,321) 104%1,135,252 (153,445) 42400.00 BUILDING INSPECTION 816,265 816,265 779,563 36,702 96%718,117 (61,445) 42500.00 EMERGENCY MANAGEMENT 16,190 16,190 23,795 (7,605) 147%1,220 (22,575) 42700.00 ANIMAL CONTROL 28,800 28,800 28,800 - 100%28,800 - Total - Function Public Safety 8,117,433 8,245,433 8,138,346 107,087 99%7,294,617 (843,730) Function: Public Works 43050.00 ENGINEERING 419,812 419,812 423,957 (4,145) 101%426,592 2,635 43100.00 STREET 1,384,871 1,464,261 1,129,495 334,766 77%1,225,909 96,414 43400.00 CENTRAL GARAGE 518,031 561,831 521,179 40,652 93%446,731 (74,448) 43600.00 DEVELOPMENT PROJECTS - - 52,820 (52,820) n/a 60,618 7,798 Total - Function Public Works 2,322,714 2,445,904 2,127,450 318,454 87%2,159,849 32,399 Function: Culture and Recreation 45100.00 RECREATION 512,825 512,825 462,550 50,275 90%477,156 14,607 45200.00 PARKS 1,760,303 1,777,913 1,692,047 85,866 95%1,473,942 (218,105) 45500.00 LIBRARIES 70,446 70,446 74,706 (4,260) 106%59,288 (15,418) Total - Function Culture and Recreation 2,343,574 2,361,184 2,229,302 131,882 94%2,010,386 (218,917) 00000.00 Transfer to Other Funds 223,838 223,838 223,838 - 100%1,112,697 888,859 Total Expenditures 16,585,887 16,864,687 16,237,368 627,319 96%15,848,075 (389,293) COMPARATIVE City of Prior Lake Expenditures- Personal Services Category Only (Payroll/Taxes/Benefits) As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) GENERAL FUND Function: General Government 41110.00 MAYOR & COUNCIL 68,728 68,728 64,062 4,666 93%65,163 1,101 41320.00 ADMINISTRATION 276,235 276,235 290,258 (14,023) 105%236,403 (53,855) 41330.00 BOARDS & COMMISSIONS 10,765 10,765 5,705 5,060 53%7,613 1,907 41400.00 CITY CLERK FUNCTIONS 128,447 128,447 111,328 17,119 87%121,143 9,815 41410.00 ELECTIONS 57,690 57,690 37,876 19,814 66%671 (37,205) 41520.00 FINANCE 570,810 570,810 533,671 37,139 93%544,592 10,922 41820.00 HUMAN RESOURCES 287,689 287,689 288,142 (453) 100%273,005 (15,137) 41830.00 COMMUNICATIONS 142,261 142,261 124,117 18,144 87%126,813 2,697 41910.00 COMMUNITY DEVELOPMENT 335,822 335,822 290,165 45,657 86%309,444 19,280 41920.00 INFORMATION TECHNOLOGY 239,241 239,241 216,692 22,549 91%222,025 5,333 41940.00 FACILITIES - CITY HALL 88,220 88,220 89,157 (937) 101%71,775 (17,382) Total - Function General Government 2,205,908 2,205,908 2,051,172 154,736 93%1,978,648 (72,524) Function: Public Safety 42100.00 POLICE 5,445,654 5,445,654 5,284,196 161,458 97%4,941,448 (342,748) 42200.00 FIRE 900,773 900,773 911,239 (10,466) 101%835,659 (75,580) 42400.00 BUILDING INSPECTION 784,947 784,947 765,463 19,484 98%664,385 (101,077) Total - Function Public Safety 7,131,374 7,131,374 6,960,898 170,476 98%6,441,493 (519,405) Function: Public Works 43050.00 ENGINEERING 359,793 359,793 354,212 5,581 98%338,850 (15,362) 43100.00 STREET 537,643 537,643 509,549 28,094 95%517,548 7,999 43400.00 CENTRAL GARAGE 262,456 262,456 243,267 19,189 93%234,597 (8,670) Total - Function Public Works 1,159,892 1,159,892 1,107,028 52,864 95%1,090,995 (16,033) Function: Culture and Recreation 45100.00 RECREATION 377,023 377,023 295,425 81,598 78%327,142 31,718 45200.00 PARKS 1,162,215 1,162,215 1,121,480 40,735 96%974,139 (147,342) Total - Function Culture and Recreation 1,539,238 1,539,238 1,416,905 122,333 92%1,301,281 (115,624) General Fund Payroll Only Expenditures Total 12,036,412 12,036,412 11,536,002 500,410 96%10,812,416 (723,586) EDA FUND Function: Economic Development 46500.00 ECONOMIC DEVELOPMENT 143,239 143,239 138,566 4,673 97%133,201 (5,365) EDA Fund Payroll Only Expenditures Total 143,239 143,239 138,566 4,673 97%133,201 (5,365) COMPARATIVE City of Prior Lake Expenditures- Personal Services Category Only (Payroll/Taxes/Benefits) As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) COMPARATIVE WATER FUND Function: Water 41520.00 Finance 84,371 84,371 82,873 1,498 98%72,498 (10,375) 49400.00 Water 794,320 794,320 760,031 34,289 96%737,743 (22,289) Water Fund Payroll Only Expenditures Total 878,691 878,691 842,904 35,787 96%810,240 (32,664) SEWER FUND Function: Sewer 41520.00 Finance 84,371 84,371 82,857 1,514 98%72,488 (10,369) 49450.00 Sewer 786,039 786,039 777,582 8,457 99%667,542 (110,041) Sewer Fund Payroll Only Expenditures Total 870,410 870,410 860,439 9,971 99%740,029 (120,410) STORM WATER FUND Function: Storm Water 49420.00 Water Quality 356,875 356,875 354,291 2,584 99%318,830 (35,462) Storm Water Fund Payroll Only Expenditures Total 356,875 356,875 354,291 2,584 99%318,830 (35,462) City-Wide Total Payroll Expenditures 14,285,627 14,285,627 13,732,203 553,424 96%12,814,717 (917,487) City of Prior Lake Debt Service Funds As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Property Taxes Current Property Taxes 3,455,529 3,455,529 3,454,630 (899) 100%3,133,141 321,489 Special Assessments City Assess. Collections - - 197,989 197,989 n/a 223,258 (25,269) County Assess. Collection 457,042 457,042 407,421 (49,621) 89%428,338 (20,917) Interest (losses) on investments Interest Earnings 38,162 38,162 61,938 23,776 162%52,463 9,475 Unrealized Inv.Gain(Loss)- - (161,846) (161,846) n/a (56,283) (105,563) Other Financing Sources Transfer from Other Funds 1,342,764 1,342,764 1,347,525 4,761 100%2,595,069 (1,247,545) Bond Proceeds - - - - n/a 8,880,053 (8,880,053) Bond Discount/Premium - - - - n/a 1,326,442 (1,326,442) Total Revenues 5,293,497 5,293,497 5,307,656 14,159 100%16,582,481 (11,274,825) Expenditures Debt Service Principal 4,325,713 4,325,713 4,325,714 (1) 100%4,174,859 (150,855) Interest and Other 1,035,199 1,035,199 1,037,780 (2,581) 100%1,021,651 (16,129) Refunded Bond Escrow Pmts - - - - n/a 10,048,295 10,048,295 Bond Issuance Costs - - - - n/a 125,051 125,051 Transfers to Other Funds 233,000 233,000 244,721 (11,721) 105%1,463,144 1,218,423 Total Expenditures 5,593,912 5,593,912 5,608,215 (14,303) 100%16,833,000 11,224,785 Net Change (300,415) (300,415) (300,559) (250,519) COMPARATIVE City of Prior Lake Cable Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Charges for Services 210-41340.00-34304.00 PEG Access Fees 23,800 23,800 20,220 (3,580) 85%23,252 (3,032) Interest (losses) on investments 210-41340.00-36210.00 Interest Earnings - - 1,801 1,801 n/a 1,536 266 210-41340.00-36225.00 Unrealized Inv. Gain (Loss)- - (5,370) (5,370) n/a (1,433) (3,937) Total Revenues 23,800 23,800 16,652 (7,148) 70%23,355 (6,703) Expenditures Current Expenditures 210-41340.00-52400.20 Small Equipment - Technology - - 55 (55) n/a 1,407 1,352 Capital Outlay 210-41340.00-55570.00 Machinery and Equipment - 39,780 48,213 (8,433) 121%3,641 (44,572) Total Expenditures - 39,780 48,268 (8,488) 121%5,048 (43,220) Net Change 23,800 (15,980) (31,616) 18,307 COMPARATIVE City of Prior Lake Capital Park Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Charges for Services 225-45200.00-34760.01 Facility Rental - Regular 24,000 24,000 21,000 (3,000) 88%23,400 (2,400) 225-45200.00-34791.00 Dedication Fees 562,500 562,500 75,000 (487,500) 13%630,252 (555,252) Charges for Services 586,500 586,500 96,000 (490,500) 16%653,652 (557,652) Interest (losses) on investments 225-00000.00-36210.00 Interest Earnings 22,000 22,000 30,344 8,344 138%23,942 6,402 225-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - (83,273) (83,273) n/a (22,699) (60,574) Interest (losses) on investments 22,000 22,000 (52,929) (74,929) -241%1,244 (54,172) Contributions and donations 225-00000.00-36230.00 Contributions & Donations - - 11,675 11,675 n/a 41,406 (29,731) Contributions and donations - - 11,675 11,675 n/a 41,406 (29,731) Total Revenues 608,500 608,500 54,747 (553,753) 9%696,302 (641,555) Expenditures 54320.00 Miscellaneous - - - - n/a 1,197 1,197 53100.80 Professional Services-General 3,200 3,200 3,402 (202) 106%15,931 12,529 55010.00 Projects - Contract Vouchers - - 13,429 (13,429) n/a 198,309 184,880 55020.00 Projects - Engineering - - 19,639 (19,639) n/a 116,696 97,058 55050.00 Projects - Professional Services - - 23,088 (23,088) n/a - (23,088) 55530.00 Infrastructure - - 28,497 (28,497) n/a 418,052 389,555 Total Expenditures 3,200 3,200 88,054 (84,854) 2752%750,185 662,130 Net Change 605,300 605,300 (33,307) (53,883) COMPARATIVE City of Prior Lake Revolving Equipment Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Taxes 410-00000.00-31010.00 Current Property Taxes 700,000 700,000 699,297 (703) 100%838,173 (138,877) Taxes 700,000 700,000 699,297 (703) 100%838,173 (138,877) Interest (losses) on investments 410-00000.00-36210.00 Interest Earnings 6,800 6,800 15,096 8,296 222%10,209 4,887 410-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - (40,236) (40,236) n/a (9,528) (30,708) Interest (losses) on investments 6,800 6,800 (25,139) (31,939) -370%681 (25,820) Sale of assets 410-00000.00-39102.00 Sale of Property - - 141,981 141,981 n/a 114,480 27,501 Sale of assets - - 141,981 141,981 n/a 114,480 27,501 Transfers in 410-00000.00-39203.00 Transfer from Other Funds 217,500 217,500 217,500 - 100%310,000 (92,500) Transfers in 217,500 217,500 217,500 - 100%310,000 (92,500) OTHER FINANCING SOURCES Debt Issued 410-00000.00-39310.00 G.O. Bond Proceeds - - - - n/a 494,292 (494,292) Premium on debt issued 410-43100.00-55110.00 Projects - Bond Discount/Premium - - - - n/a 50,490 (50,490) - - - - n/a 544,782 (544,782) Total Revenues 924,300 924,300 1,033,639 109,339 112%1,808,116 (774,478) COMPARATIVE City of Prior Lake Revolving Equipment Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) COMPARATIVE Expenditures General Government Communications 410-42100.00-55570.00 Machinery & Equipment - - - - n/a 32,455 32,455 Total General Government - - - - n/a 32,455 32,455 Public Safety Police 410-42100.00-55550.00 Vehicles 260,000 260,000 242,085 17,915 93%303,178 61,093 410-42100.00-55570.00 Machinery & Equipment 38,900 38,900 27,750 11,150 71%38,965 11,215 Fire 410-42200.00-55070.00 Projects - Bond Issuance Costs - - - - n/a 7,888 7,888 410-42200.00-55550.00 Vehicles 135,000 565,000 428,301 136,699 76%292,182 (136,119) 410-42200.00-55570.00 Machinery & Equipment 53,000 53,000 52,998 2 100%51,589 (1,409) Total Public Safety 486,900 916,900 751,134 165,766 82%693,802 (57,332) Public Works Street 410-43100.00-55550.00 Vehicles - - - - n/a 207,140 207,140 410-43100.00-55570.00 Machinery & Equipment 65,000 65,000 - 65,000 0%31,745 31,745 Central Garage 410-43400.00-55550.00 Vehicles 20,000 20,000 18,995 1,005 95%19,937 942 Total Public Works 85,000 85,000 18,995 66,005 22%258,822 239,827 Culture and Recreation/Parks 410-45200.00-55550.00 Vehicles 270,000 270,000 - 270,000 0%221,521 221,521 410-45200.00-55570.00 Machinery and Equipment 79,500 79,500 75,188 4,312 95%176,424 101,236 Total Culture & Recreation 349,500 349,500 75,188 274,312 22%397,945 322,757 Water 410-49400.00-55550.00 Vehicles - - - - n/a 48,875 48,875 Sewer 410-49450.00-55550.00 Vehicles - - - - n/a 116,932 116,932 410-49450.00-55570.00 Machinery and Equipment - - 1,615 (1,615) n/a - (1,615) Total Utility - - 1,615 (1,615) n/a 165,807 164,192 Total Expenditures 921,400 1,351,400 846,933 504,467 63%1,548,831 701,898 Net Change 2,900 (427,100) 186,706 259,285 City of Prior Lake Revolving Park Equipment Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Taxes 430-00000.00-31010.00 Current Property Taxes 405,000 405,000 404,130 (870) 100%377,113 27,017 Taxes 405,000 405,000 404,130 (870) 100%377,113 27,017 Interest (losses) on investments 430-00000.00-36210.00 Interest Earnings 13,800 13,800 23,544 9,744 171%17,814 5,730 430-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - (60,891) (60,891) n/a (16,186) (44,705) Interest (losses) on investments 13,800 13,800 (37,347) (51,147) -271%1,629 (38,975) Transfers in 410-00000.00-39203.00 Transfer from Other Funds - 49,358 49,358 - 100%- 49,358 Transfers in - 49,358 49,358 - 100%- 49,358 Total Revenues 418,800 468,158 416,141 (52,017) 89%378,742 37,399 Expenditures Culture and Recreation Dept 45200.00 - PARKS 430-45200.00-55020.00 Projects - Engineering - - 33,956 (33,956) n/a 14,236 (19,720) 430-45200.00-55050.00-PRK22-000001 Projects - Professional Services - - 47,127 (47,127) n/a 25,673 (21,455) 430-45200.00-55530.00 Infrastructure 158,000 158,000 40,142 117,859 25%22,186 (17,956) Dept 45500.00 - LIBRARY 430-45500.00-55050.00 Projects - Professional Services - 38,000 - 38,000 0%- - Transfers to other funds 430-80000.00-59203.00 Transfers to other funds - - - - n/a 414,000 414,000 Total Culture & Recreation 158,000 196,000 121,225 74,775 62%476,095 354,869 Total Expenditures 158,000 196,000 121,225 74,775 62%476,095 354,869 Net Change 260,800 272,158 294,916 (97,353) COMPARATIVE City of Prior Lake Facilities Management Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Taxes 440-00000.00-31010.00 Current Property Taxes 105,000 105,000 103,920 (1,080) 99%80,072 23,848 Taxes 105,000 105,000 103,920 (1,080) 99%80,072 23,848 Intergovernmental 440-00000.00-33160.00 Fed Aids/Grants 400,000 400,000 400,000 - 100%- 400,000 440-42200.00-33620.00 Township Fire & Resc Aid 135,000 135,000 135,000 - 100%- 135,000 535,000 535,000 535,000 - 100%- 535,000 Interest (losses) on investments 440-00000.00-36210.00 Interest Earnings 6,300 6,300 25,103 18,803 398%12,799 12,304 440-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - (67,177) (67,177) n/a (12,205) (54,972) Interest (losses) on investments 6,300 6,300 (42,074) (48,374) -668%594 (42,668) Transfers in 440-00000.00-39203.00 Transfer from Other Funds 24,600 24,600 24,600 - 100%930,000 (905,400) Transfers in 24,600 24,600 24,600 - 100%930,000 (905,400) Total Revenues 670,900 670,900 621,446 (49,454) 93%1,010,666 (389,219) Expenditures Function: General Government 41940-55050.00 Projects Professional Svcs- FACILITIES - CITY HALL - - 11,309 (11,309) n/a 10,979 (330) 41940-55520.00 Building & Building Improvements-FACILITIES - CITY HALL - - - - n/a 169,236 169,236 Total - Function General Government - - 11,309 (11,309) n/a 180,215 168,906 Function: Public Safety 42100-55520.00 Building & Building Improvements-POLICE 167,000 167,000 - 167,000 0%- - 42200-55050.00 Projects-Professional Services-FIRE - - 56,722 (56,722) n/a 9,100 (47,622) 42200-55520.00 Building & Building Improvements-FIRE 700,000 700,000 483,828 216,172 69%15,985 (467,843) Total - Function Public Safety 867,000 867,000 540,550 326,450 62%25,085 (515,465) Function: Public Works 43400.00 CENTRAL GARAGE 86,000 86,000 - 86,000 0% 29,289 29,289 Total - Function Public Works 86,000 86,000 - 86,000 0% 29,289 29,289 Function: Culture and Recreation 45100.00 RECREATION 60,000 60,000 - 60,000 0%3,360 3,360 Total - Function Culture and Recreation 60,000 60,000 - 60,000 0%3,360 3,360 Total Expenditures 1,013,000 1,013,000 551,859 461,142 54%237,948 (313,910) Net Change (342,100) (342,100) 69,588 772,717 COMPARATIVE City of Prior Lake Permanent Improvement Revolving Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Taxes 450-00000.00-31010.00 Property Taxes - General Purpose - - - - n/a 120,108 (120,108) 450-00000.00-31810.00 Franchise Taxes 1,050,000 1,050,000 1,022,019 (27,981) 97%- 1,022,019 Taxes 1,050,000 1,050,000 1,022,019 (27,981) 97%120,108 901,911 Special Assessments 450-00000.00-36101.00 City Assess. Collections - - 6,272 6,272 n/a 16,307 (10,034) 450-00000.00-36102.00 County Assess. Collection 150,731 150,731 120,407 (30,324) 80%132,976 (12,570) 150,731 150,731 126,679 (24,052) 84%149,283 (22,604) Interest (losses) on investments 450-00000.00-36210.00 Interest Earnings 5,700 5,700 13,993 8,293 245%6,112 7,881 450-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - (27,544) (27,544) n/a (6,301) (21,243) Interest (losses) on investments 5,700 5,700 (13,551) (19,251) -238%(188) (13,362) Transfers in 450-00000.00-39203.00 Transfer from Other Funds - - 11,721 11,721 n/a - 11,721 Transfers in - - 11,721 11,721 n/a - 11,721 Total Revenues 1,206,431 1,206,431 1,146,869 (59,562) 95%269,203 877,666 Expenditures OTHER FINANCING USES Transfers out 450-80000.00-59203.00 Transfers to Other Funds 282,751 282,751 282,787 (36) 100%287,150 4,364 Total Expenditures 282,751 282,751 282,787 (36) 100%287,150 4,364 Net Change 923,680 923,680 864,082 (17,947) COMPARATIVE City of Prior Lake Water Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Operating Revenue Water Charges 601-49400.00-37100.00 Utility Receipts - Water 3,361,372 3,361,372 4,220,652 859,280 126%4,197,164 23,489 601-49400.00-37160.00 Penalties 20,000 20,000 8,546 (11,454) 43%16,101 (7,555) 3,381,372 3,381,372 4,229,199 847,827 125%4,213,265 15,934 Utility Base Fee 601-49400.00-37110.00 Utility Base Fee Revenue 1,300,902 1,300,902 1,282,495 (18,407) 99%1,247,908 34,588 1,300,902 1,300,902 1,282,495 (18,407) 99%1,247,908 34,588 Meter Sales 601-49400.00-37170.00 Water Meter Sales 79,825 79,825 65,727 (14,098) 82%87,098 (21,371) 601-49400.00-37175.00 Pressure Reducers 25,000 25,000 17,652 (7,348) 71%21,724 (4,072) 601-49400.00-37180.00 Frost Plates - - - - n/a - - 104,825 104,825 83,379 (21,446) 80%108,822 (25,443) Total Operating Revenue 4,787,099 4,787,099 5,595,073 807,974 117%5,569,995 25,079 Non-Operating Revenue Intergovernmental 601-00000.00-33422.15 State Aids/Grants - Operating Public Wor - - 12,027 12,027 n/a 1,066 10,962 - - 12,027 12,027 n/a 1,066 10,962 Interest (losses) on investments 601-00000.00-36210.00 Interest Earnings 67,400 67,400 119,675 52,275 178%86,354 33,321 601-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - (310,947) (310,947) n/a (82,286) (228,661) 67,400 67,400 (191,271) (258,671) -284%4,069 (195,340) Miscellaneous Revenues 601-00000.00-36212.00 Miscellaneous Revenue - - 4,812 4,812 n/a 11,000 (6,188) 601-00000.00-36102.00 County Assess Collection - - 1,453 1,453 n/a 33,034 (31,581) 601-00000.00-36231.00 PERA Pension Contributions - - 2,812 2,812 n/a 888 1,924 601-49400.00-37190.00 Miscellaneous Revenue Adj - - (3) (3) n/a (77) 74 - - 9,074 9,074 - 44,845 (35,771) Total Non-Operating Revenue 67,400 67,400 (170,170) (237,570) -252%49,979 (220,149) Total Revenues 4,854,499 4,854,499 5,424,903 570,404 112%5,619,974 (195,070) COMPARATIVE City of Prior Lake Water Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) COMPARATIVE Total Expenditures Personnel and current expenditures (excluding depreciation) 41520.00 Finance 112,766 112,766 120,062 (7,296) 106%111,365 (8,698) 49400.00 Water 2,178,096 2,178,096 2,580,467 (402,371) 118%2,150,449 (430,017) 2,290,862 2,290,862 2,700,529 (409,667) 118%2,261,814 (438,715) Depreciation 49400.00 Water - - 1,037,601 (1,037,601) n/a 989,136 (48,464) - - 1,037,601 (1,037,601) n/a 989,136 (48,464) Principal 49400.00 Water 125,000 125,000 - 125,000 0%- - 125,000 125,000 - 125,000 0%- - Interest & other 49400.00 Water 44,850 44,850 44,642 208 100%49,450 4,808 44,850 44,850 44,642 208 100%49,450 4,808 Capital improvements 55530.00 Infrastructure 665,000 665,000 24,747 640,253 4%900,019 875,272 55570.00 Machinery and equipment 182,000 182,000 64,352 117,648 35%40,013 (24,339) 55580.00 Software 9,000 9,000 16,152 (7,152) 179%44,185 28,033 856,000 856,000 105,251 750,749 12%984,217 878,966 55700.00 Contra Capital Outlay - - (88,092) 88,092 n/a (1,022,706) (934,614) Total Expenditures 3,316,712 3,316,712 3,799,930 (483,218) 3,261,912 (538,018) 27.3% Other Financing Sources Contribution of assets 601-00000.00-37901.00 Contribution (Other Fund)- - 1,710,645 1,710,645 n/a - 1,710,645 601-00000.00-37902.00 Contribution (Developers)- - 1,055,853 1,055,853 n/a - 1,055,853 - - 2,766,498 2,766,498 n/a - 2,766,498 Debt Issued 601-00000.00-39315.00 Projects - Bond Premium - - 16,762 16,762 n/a 16,762 - - - 16,762 16,762 n/a 16,762 - Total Other Financing Sources - - 2,783,260 2,783,260 n/a 16,762 2,766,498 Other Financing Uses 57901.00 Contribution (Other Fund)- - 38,489 (38,489) n/a - (38,489) 59203.00 Transfers to other funds 912,425 912,425 1,744,715 (832,290) 191%1,801,456 56,741 Total Other Financing Uses 912,425 912,425 1,783,204 (870,779) 1,801,456 18,252 Total Revenues/ Other Financing Sources 4,854,499 4,854,499 8,208,163 3,353,664 169%5,636,736 2,571,427 Total Expenditures/Other Financing Uses 4,229,137 4,229,137 5,583,134 (1,353,997) 132%5,063,368 (519,766) Net Change 625,362 625,362 2,625,029 1,999,667 573,368 3,091,193 City of Prior Lake Sewer Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Sewer Charges 604-49450.00-37102.00 Utility Receipts - Sewer 2,152,952 2,152,952 1,817,933 (335,019) 84%1,824,825 (6,891) 604-49450.00-37104.00 Utility Recpt-Sewer MCES 1,891,627 1,891,627 1,877,381 (14,246) 99%1,827,975 49,407 604-49450.00-37160.00 Penalties 20,000 20,000 5,982 (14,018) 30%19,867 (13,885) 4,064,579 4,064,579 3,701,297 (363,282) 91%3,672,666 28,631 Capital Facility charges 604-49450.00-37110.00 Utility Base Fee Revenue 1,112,042 1,112,042 1,113,370 1,328 100%1,088,589 24,781 1,112,042 1,112,042 1,113,370 1,328 100%1,088,589 24,781 Total Operating Revenue 5,176,621 5,176,621 4,814,667 (361,954) 93%4,761,255 53,412 Non-Operating Revenue Interest (losses) on investments 604-00000.00-36210.00 Interest Earnings 31,200 31,200 70,636 39,436 226%44,083 26,553 604-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - (183,501) (183,501) n/a (40,605) (142,896) 31,200 31,200 (112,865) (144,065) -362%3,478 (116,343) Miscellaneous Revenues 604-00000.00-36102.00 County Assess. Collections - - 885 885 n/a 32,793 (31,908) 604-00000.00-36212.00 Miscellaneous Revenue - - 3,878 3,878 n/a - 3,878 604-00000.00-39102.00 Sale of Property - - 139,046 139,046 n/a - 139,046 604-00000.00-36231.00 PERA Pension Contributions - - 2,742 2,742 n/a 842 1,900 - - 146,551 146,551 n/a 33,635 112,916 Total Non-Operating Revenue 31,200 31,200 33,686 2,486 108%37,114 (3,427) Total Revenue 5,207,821 5,207,821 4,848,353 (359,468) 93%4,798,368 49,985 COMPARATIVE City of Prior Lake Sewer Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) COMPARATIVE Total Expenditures Personnel and current expenditures (excluding depreciation) 41520.00 Finance 112,296 112,296 119,410 (7,114) 106%111,332 (8,078) 49450.00 Sewer 2,966,777 2,966,777 2,920,495 46,282 98%2,544,685 (375,810) 3,079,073 3,079,073 3,039,905 39,168 99%2,656,017 (383,889) Depreciation 49400.00 Sewer - - 684,405 (684,405) n/a 640,745 (43,660) - - 684,405 (684,405) n/a 640,745 (43,660) Principal 49450.00 Sewer 125,000 125,000 - 125,000 0%- - 125,000 125,000 - 125,000 0%- - Interest & other 49450.00 Sewer 44,850 44,850 44,642 208 100%49,450 4,808 44,850 44,850 44,642 208 100%49,450 4,808 Capital improvements 55530.00 Infrastructure 729,000 729,000 34,935 694,065 5%147,091 112,156 55570.00 Machinery and equipment 281,500 281,500 174,934 106,566 62%57,636 (117,298) 55580.00 Software 8,700 8,700 16,152 (7,452) 186%9,850 (6,302) 1,019,200 1,019,200 226,022 793,178 22%214,577 (11,445) 55700.00 Contra Capital Outlay - - (209,248) 209,248 n/a (145,422) 63,826 Total Expenditures 4,268,123 4,268,123 3,785,726 482,397 3,415,366 (370,359) Other Financing Sources Contribution of assets 604-00000.00-37901.00 Contribution (Other Fund)- - 787,994 787,994 n/a 173,307 614,687 604-00000.00-37902.00 Contribution (Developers)- - 1,457,489 1,457,489 n/a - 1,457,489 - - 2,245,483 2,245,483 n/a 173,307 2,072,176 Debt Issued 604-00000.00-39315.00 Projects - Bond Premium - - 16,762 16,762 n/a 16,762 - - - 16,762 16,762 n/a 16,762 - Total Other Financing Sources - - 2,262,244 2,262,244 n/a 190,069 2,072,176 Other Financing Uses 59203.00 Transfers to other funds 334,750 334,750 847,903 (513,153) 253%1,031,690 183,787 Total Other Financing Uses 334,750 334,750 847,903 (513,153) 253%1,031,690 183,787 Total Revenues/ Other Financing Sources 5,207,821 5,207,821 7,110,597 1,902,776 137%4,971,675 2,122,160 Total Expenditures/Other Financing Uses 4,602,873 4,602,873 4,633,629 (30,756) 101%4,447,056 (186,572) Net Change 604,948 604,948 2,476,968 1,872,020 541,381 2,308,733 City of Prior Lake Water Quality Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Storm Water Charges 602-49420.00-37120.00 Storm Water Revenue 1,193,920 1,193,920 1,251,351 57,431 105%1,202,325 49,026 602-49420.00-32250.00 Wetland Application Fee - - 1,738 1,738 n/a 1,050 688 1,193,920 1,193,920 1,253,088 59,168 105%1,203,375 49,713 Water Charges 602-49420.00-37160.00 Penalties 4,000 4,000 1,432 (2,568) 36%3,191 (1,759) 4,000 4,000 1,432 (2,568) 36%3,191 (1,759) Total Operating Revenue 1,197,920 1,197,920 1,254,521 56,601 105%1,206,567 47,954 Non-Operating Revenue Intergovernmental 602-00000.00-33422.10 State Aids/Grants - - - - n/a 27,000 (27,000) 602-49420.00-33610.20 County-City Aids/Grants - - - - n/a 6,300 (6,300) - - - - n/a 33,300 (33,300) Interest (losses) on investments 602-00000.00-36210.00 Interest Earnings 22,800 22,800 40,678 17,878 178%30,328 10,349 602-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - (108,915) (108,915) n/a (28,027) (80,888) 22,800 22,800 (68,238) (91,038) -299%2,301 (70,539) Miscellaneous Revenues 602-00000.00-36212.00 Miscellaneous Revenue - - 3,994 3,994 n/a 5,580 (1,586) 602-00000.00-36231.00 PERA Pension Contributions - - 1,166 1,166 n/a 361 805 - - 5,160 5,160 n/a 5,941 (781) Total Non-Operating Revenue 22,800 22,800 (63,077) (85,877) -277%41,542 (104,620) Total Revenues 1,220,720 1,220,720 1,191,443 (29,277) 98%1,248,109 (56,666) COMPARATIVE City of Prior Lake Water Quality Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) COMPARATIVE Total Expenditures Personnel and current expenditures (excluding depreciation) 49420.00 Water Quality 552,425 552,425 487,666 64,759 88%574,252 86,587 552,425 552,425 487,666 64,759 88%574,252 86,587 Depreciation 49400.00 Water Quality - - 97,893 (97,893) n/a 118,097 20,204 - - 97,893 (97,893) n/a 118,097 20,204 Capital improvements 55530.00 Infrastructure 497,000 497,000 493,073 3,927 99%37,865 (455,208) 497,000 497,000 493,073 3,927 99%37,865 (455,208) 55700.00 Contra Capital Outlay - - (178,101) 178,101 n/a - 178,101 Total Expenditures 1,049,425 1,049,425 900,531 148,894 86%730,215 (170,316) Other Financing Sources Contribution of assets 602-00000.00-37902.00 Contribution (Developers)- - 636,102 636,102 n/a - 636,102 - - 636,102 636,102 n/a - 636,102 Total Other Financing Sources - - 636,102 636,102 n/a - 636,102 Other Financing Uses 59203.00 Transfers to other funds 118,600 118,600 122,309 (3,709) 103%451,795 329,486 Total Other Financing Uses 118,600 118,600 122,309 (3,709) 103%451,795 329,486 Total Revenues/ Other Financing Sources 1,220,720 1,220,720 1,827,545 606,825 150%1,248,109 579,436 Total Expenditures/Other Financing Uses 1,168,025 1,168,025 1,022,840 145,185 88%1,182,010 159,170 Net Change 52,695 52,695 804,706 752,011 66,099 738,607 City of Prior Lake Economic Development Authority Special Revenue Fund As of 12/31/2022 (Preliminary & Unaudited) Variance from Variance 2022 2022 2022 Amended Budget - % BDGT Actual from 2021 Budget Amended Actual Positive ( Negative)USED 12/31/2021 Positive (Negative) Revenues Taxes 240-00000.00-31010.00 Current Property Taxes 360,000 360,000 345,078 (14,922) 96%350,284 (5,206) 240-00000.00-31040.00 Fiscal Disparities - - 14,575 14,575 n/a - 14,575 Taxes 360,000 360,000 359,653 (347) 100%350,284 9,369 Charges for Services 240-46500.00-34760.02 Facility Rental - EDA 24,360 24,360 24,588 228 101%6,147 18,441 240-46503.00-34760.02 Facility Rental - EDA - - - - n/a 2,435 (2,435) Charges for Services 24,360 24,360 24,588 228 101%8,582 16,006 Interest (losses) on investments 240-00000.00-36210.00 Interest Earnings 5,400 5,400 2,590 (2,810) 48%5,059 (2,469) 240-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - (4,502) (4,502) n/a (5,017) 516 240-46500.00-36226.00 Realized Inv.Gain(Loss)- - 36,433 36,433 n/a 20,050 16,383 Interest (losses) on investments 5,400 5,400 34,521 29,121 639%20,092 (14,430) Contributions and Donations 240-00000.00-36230.00 Contributions and Donations - - 15,000 15,000 n/a - 15,000 Contributions and Donations - - 15,000 15,000 n/a - 15,000 Transfers In 240-00000.00-39203.00 Transfer from Other Funds - - - - n/a 20,969 (20,969) Transfers In - - - - n/a 20,969 (20,969) Total Revenues 389,760 389,760 433,763 44,003 111%399,927 33,835 Expenditures Function: Economic Development 46500.00 ECONOMIC DEVELOPMENT 620,557 623,857 159,041 464,816 25%261,519 102,478 46503.00 TECH VILLAGE INCUBATOR - - - - n/a 1,232 1,232 Total Expenditures 620,557 623,857 159,041 464,816 25%262,751 103,710 Net Change (230,797) (234,097) 274,721 137,176 COMPARATIVE 2022 Preliminary Year -End Report April 17, 2023 PriorLakeMN.gov Agenda 2022 Preliminary Year-End Funds Highlighted: General Fund Other Governmental Funds Enterprise Funds General Fund Reserves 2 PriorLakeMN.gov General Fund Summary 3 Total Revenues 16,284,000$ Total Expenditures 16,237,000$ Net Change-Add to Fund Balance 47,000$ 2022 Year End Fund Balance Reserve % 55.7% Components of Add to Fund Balance: Revenue less than budget (251,000)$ Expenditures less than budget 627,000 Planned Use of Reserves (329,000) Net Change-Add to Fund Balance 47,000$ PriorLakeMN.gov General Fund Revenues 4 $ Variance from % Variance from 2022 2022 Amended Budget Amended Budget Amended Actual Positive ( Negative)Positive ( Negative) Taxes 10,227,000 10,219,000 (8,000) 0% Licenses and Permits 897,000 752,000 (145,000) -16% Intergovernmental 2,586,000 2,795,000 209,000 8% Charges for Services (including franchise taxes)2,022,000 2,011,000 (11,000) -1% Fines and Forfeitures - 3,000 3,000 Interest (losses) on investments 68,000 (398,000) (466,000) -685% Other Revenue 189,000 356,000 167,000 88% Transfers in 546,000 546,000 - 0% Total Revenues 16,535,000$ 16,284,000$ (251,000)$ -2% Revenue Classifications PriorLakeMN.gov General Fund Expenditures 5 $ Variance from % Variance from 2022 2022 Amended Budget Amended Budget Amended Actual Positive ( Negative)Positive ( Negative) General Government 3,588,000$ 3,518,000$ 70,000$ 2% Public Safety 8,245,000 8,138,000 107,000$ 1% Public Works 2,446,000 2,128,000 318,000$ 13% Culture and Recreation 2,361,000 2,229,000 132,000$ 6% Transfers to Other Funds 224,000 224,000 -$ 0% Total Expenditures less than Budget 16,864,000$ 16,237,000$ 627,000$ 4% Expenditure Function PriorLakeMN.gov 6 $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) MAYOR & COUNCIL 75,528 71,013 4,515 6%PERSONNEL: Council allowance spending below budget ORDINANCE 6,000 4,958 1,042 17%Varies based public hearing activity ADMINISTRATION $390,765 $436,495 (45,730) -12% PERSONNEL: $14k for items not known at budget time of City manager vacation payout, admin asst salary above budget and MN unemployment insurance for a previous employee PROFESSIONAL SERVICES: $27k above budget primarily for Strategic planning facilitator, admin temp contract buyout MEMBERSHIPS: $5k SCALE dues above budget (fee is $15k) BOARDS & COMMISSIONS 11,365 5,960 5,405 48% PERSONNEL: Less meetings in 2022 than anticipated. Commissioners are also only paid if they attend and several of the meetings had only 3-4 members in attendance. CITY CLERK FUNCTIONS 129,697 127,980 1,717 1% ELECTIONS 62,200 52,305 9,895 16% PERSONNEL: $19k budget savings due to city clerk/administrative assistant covering the absentee voting (vs election judges as budgeted), plus 10 judges volunteered their time. SMALL EQUIPMENT: 9k for new tabulator equipment expenditure for 2022 added precinct. The expenditure was not budgeted. FINANCE 596,290 547,410 48,880 8% PERSONNEL: Assistant Finance Director position open for 3 months; this position is budgeted for FT, but current staff is at a .8 FTE schedule. INTERNAL AUDITING 42,200 35,480 6,720 16% AUDIT SERVICES: Budget includes $3.5k for GASB implementation and OPEB actuarial services/requirements can vary by year ASSESSING 231,135 230,115 1,020 0% LEGAL 190,000 190,928 (928) 0% HUMAN RESOURCES 332,139 320,286 11,853 4%TRAINING: Budget for employee training and conference were not used due. COMMUNICATIONS 178,261 159,864 18,397 10%PERSONNEL: Open Communications Specialist position COMMUNITY DEVELOPMENT 385,472 323,788 61,684 16% PERSONNEL: Planner position open for 9 weeks PROFESSIONAL SERVICES: Budget not used as it is project dependent INFORMATION TECHNOLOGY 404,081 412,140 (8,059) -2%PROFESSIONAL SERVICES: Costs for CIT to cover open IT position. FACILITIES - CITY HALL 553,195 599,710 (46,515) -8% INSURANCE- GEN LIABILITY: $27k costs for PL Tobacco & Vape case. INSURANCE - PROPERTY $29k budget savings as budget included a 5% increase based on LMCIT guidance, however, the property/ casualty premium went down by 6.4% as compared to the prior year. This was due to LMCIT rate changes (overall rate reduction). BUILDING MAINTENANCE: Above budget by $18k UTILITIES-GAS/ELECTRIC: $33k over budget. For electric utilities, the 2022 budget included a 7% increase over the 2021 estimated activity, however electric rates actually increased ~15%. Total - Function General Government 3,588,328$ 3,518,431$ 69,897$ 2% CommentsDepartment PriorLakeMN.gov 7 PriorLakeMN.gov 8 $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) ENGINEERING 419,812 423,957 (4,145) -1% PROFESSIONAL SERVICES: Includes general engineering services for several consultant intersection traffic control reviews, and planned general WSB support services with a primary focus to finish the PWDM update which was finalized and adopted in 2022. STREET 1,464,261 1,129,495 334,766 23% PERSONNEL: $28k personnel cost favorable to budget due to open streets supervisor position. STREET MAINTENANCE: Favorable to budget by $297k for work under JPA that was not completed due to contract issues and trail/sidewalk project that was delayed in 2022 due to no interested bidders. CENTRAL GARAGE 561,831 521,179 40,652 7% FUEL CONTINGINCY: 2022 budget included $44k contingency for rising fuel costs. Overall General Fund fuel costs were on budget without the fuel contingency. During the 2021 budgeting process there was much uncertainly surrounding fuel prices as the average price had increased 46% from January 2021 to when the budget was approved in December 2021. For this reason, a budget contingency was approved in case fuel prices continued to rise. Gas prices did increase in summer 2022 but came down in the fall and winter, so the contingency was not needed. DEVELOPMENT PROJECTS - 52,820 (52,820) PROFESSIONAL SERVICES: Antenna and development plan review costs for various projects Total - Function Public Works 2,445,904$ 2,127,450$ 318,454$ 13% Department Comments PriorLakeMN.gov 9 $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) ENGINEERING 419,812 423,957 (4,145) -1% PROFESSIONAL SERVICES: Includes general engineering services for several consultant intersection traffic control reviews, and planned general WSB support services with a primary focus to finish the PWDM update which was finalized and adopted in 2022. STREET 1,464,261 1,129,495 334,766 23% PERSONNEL: $28k personnel cost favorable to budget due to open streets supervisor position. STREET MAINTENANCE: Favorable to budget by $297k for work under JPA that was not completed due to contract issues and trail/sidewalk project that was delayed in 2022 due to no interested bidders. CENTRAL GARAGE 561,831 521,179 40,652 7% FUEL CONTINGINCY: 2022 budget included $44k contingency for rising fuel costs. Overall General Fund fuel costs were on budget without the fuel contingency. During the 2021 budgeting process there was much uncertainly surrounding fuel prices as the average price had increased 46% from January 2021 to when the budget was approved in December 2021. For this reason, a budget contingency was approved in case fuel prices continued to rise. Gas prices did increase in summer 2022 but came down in the fall and winter, so the contingency was not needed. DEVELOPMENT PROJECTS - 52,820 (52,820) PROFESSIONAL SERVICES: Antenna and development plan review costs for various projects Total - Function Public Works 2,445,904$ 2,127,450$ 318,454$ 13% Department Comments PriorLakeMN.gov 10 $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) RECREATION 512,825 462,550 50,275 10% PERSONNEL: Personnel costs favorable to budget by $28k due to 1) Manager position budgeted 100% in Recreation, but salary allocated 50/50 between Parks and Recreation based on job responsibilities, 2 ) Did not hire any warming house attendants during 1st half of 2022 skating season and 3) had turnover throughout the summer in a number of seasonal positions that created payroll gaps. PROGRAM INSTRUCTORS: ) program expenditures 30k higher than budget primarily to cover instructor fees (additional program revenue received that covered these expenditures.) PARKS 1,777,913 1,692,047 85,866 5% PERSONNEL: $40k favorable in personnel costs. Unable to fill all the budgeted seasonal positions and seasonals worked fewer hours than projected. MAINTENANCE: $44k for sidewalk replacement that needed to be postponed to 2023. LIBRARIES 70,446 74,706 (4,260) -6%MAINTENANCE: Over budget due to building maintenance and security camera costs Total - Function Culture and Recreation 2,361,184$ 2,229,302$ 131,882$ 6% Department Comments $ Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) TRANSFERS TO OTHER FUNDS 223,838 223,838 0 0%Fire Station #2 debt service transfer Total -Transfers Out 223,838$ 223,838$ -$ 0% Department Comments PriorLakeMN.gov General Fund Reserve 11 General Fund -Fund Balance Reserve Estimates based on Preliminary 2022 Financial Information Estimated Reserve % General Fund 2021 Year End Fund Balance $ 10,431,000 2022 Net Change-Add/(Reduce) Fund Balance 47,000 General Fund 2022 Year End Fund Balance $ 10,478,000 55.7% 2023 Activity: Planned Use of Reserves (Election equipment –poll pad replacement and new tabulators) (32,000) Budget Amendments (304,000) General Fund 2023 Year End Fund Balance Estimate $ 10,142,000 50% CFMP Reserve guideline of 40-50% of the next year’s expenditures: At the end of 2022 maintaining an additional 5% in General Fund reserves for unplanned items/resiliency/sustain GF balance at the upper end of the guideline. PriorLakeMN.gov 2022 Other Funds 12 Debt Service Funds •Planned payment of debt service in June and December. Special Revenue Funds: Cable Fund: •Revenue source is PEG Access Fees •Equipment & service costs for Council meeting live stream capability and Parkview conference room AV equipment replacement. PriorLakeMN.gov 2022 Other Funds 13 Special Revenue Funds (continued): Capital Park Fund: •Revenue source is Park Dedication Fees from new development •Planned Expenditures follow the Capital Improvement Program (Summit Ridge Park and TH 13 Trail Gap engineering costs) Federal ARPA Fiscal Recovery Fund: •Federal Funding received of $2,976,957. •Required ARPA federal reporting, due April 30, will show funds used for the DT South Street Improvement Project. PriorLakeMN.gov 2022 Other Funds 14 Special Revenue Funds (continued): EDA Fund: •Added $275k to fund balance •Driver-Expenditures less than budget as the city deferred potential property acquisition to a future year (based on development project timing) PriorLakeMN.gov 2022 Other Funds 15 Capital Project Funds: •Revolving Equipment Fund –equipment purchases of $847k •Revolving Park Equipment Fund –expenditures of $121k primarily for Lakefront Park master plan, park equipment replacement and painting. •Facilities Management Fund –Expenditures of $552k primarily for Fire Station #1 remodel in preparation of full-time fire staffing. •PIR/Street Overlay Fund –No street overlay project in 2022. Revenue source: Primarily property tax Transfers in from the Utility Funds for equipment and facilities New gas & electric franchise tax revenue of $1M dedicated to street funding. PriorLakeMN.gov Water Fund 16 PriorLakeMN.gov Sewer Fund 17 PriorLakeMN.gov Stormwater Fund 18 PriorLakeMN.gov 19 Questions