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HomeMy WebLinkAbout05(E) - Approval of Preliminary 2023 Year End Financials Report City of Prior Lake | 4646 Dakota Street SE | Prior Lake MN 55372 CITY COUNCIL AGENDA REPORT ITEM: 5E MEETING DATE: April 23, 2024 PREPARED BY: Angela Gieseke, Financial Analyst Nicole Klekner, Assistant Finance Director Cathy Erickson, Finance Director PRESENTED BY: Cathy Erickson AGENDA ITEM: Approval of Preliminary 2023 Year End Financials RECOMMENDED ACTION: Motion and second to accept the December 31, 2023, Financial Report as submitted. BACKGROUND: Staff has prepared preliminary summary financial reports for the City of Prior Lake (attached) as of December 31, 2023. The reports reflect revenue and expenditure activity during 2023. 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 12/31/23 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 2023: Preliminary financial information reflects revenues exceeding expenditures by $546,854. The General Fund reserve balance is projected at $11,005,000 as of 12/31/2023 which is equal to a 52.3% reserve balance This net addition to fund balance is summarized below: Item 5E Page | 2 Total Revenues $ 18,954,979 Total Expenditures 18,408,125 Net Change-Add to Fund Balance $ 546,854 Shown below is a summary of the Components of the Net Increase in the Fund Balance: Components of Add to Fund Balance: Revenue more than budget $ 176,580 Expenditures less than budget 705,573 Planned Use of Reserves (336,299) Net Change-Add to Fund Balance $ 546,854 The following General Fund sections provide details of the revenues and expenditure variances to budget, and planned use of reserves. General Fund Revenues Total revenues are $18,954,979 through 12/31/23 or 101% of the annual amount budgeted. Preliminary reports show that General Fund actual revenues were higher than the 2023 budget by $126,091. The following table highlights the revenue categories that comprise the $126k favorable variance to budget: Taxes Property tax revenue totaled $12.1M (99.65% of the 2023 budget). Current tax collections were at 99.5% which is like 2022 collections of 99.6%. 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 12/31/23, $588k or 73% of the amount budgeted for building permits has been collected (Unfavorable to budget by $216k). Building permits came in at 68 residential units as compared to the budget of 150 units. However, the city added several $ Variance from % Variance from 2023 2023 Amended Budget Amended Budget Amended Actual Positive ( Negative) Positive ( Negative) Taxes 12,161,475 12,118,883 (42,592) 0% Licenses and Permits 894,370 694,941 (199,429) -22% Intergovernmental 2,833,610 3,008,035 174,425 6% Charges for Services (including franchise taxes)2,041,444 1,917,040 (124,404) -6% Fines and Forfeitures - 2,895 2,895 Interest (losses) on investments 104,500 529,770 425,270 407% Other Revenue 188,000 128,414 (59,586) -32% Transfers in 555,000 555,000 - 0% Total Revenues 18,778,399$ 18,954,979$ 176,580$ 1% Revenue Classifications Item 5E Page | 3 commercial permits in 2023. Building permits and fees are $75k less in total than the 2022 fees collected. The following chart shows building permit activity and average values for the years 2019 through 2023. 2019 2020 2021 2022 2023 Permits Issued: Single Family 144 158 132 100 68 Townhomes 59 4 - 4 1 MF Units - - - - 1 Commercial/ Industrial 2 6 7 2 4 Miscellaneous 2,420 2.910 2,700 2,397 2,307 Total Permits 2,625 3,078 2,839 2,504 2,380 Average Value: Single Family $324,000 $345,000 $400,325 $404,906 $445,979 Townhomes $177,000 $208,000 - $168,000 - MF Units - - $1,800,000 Commercial/ Industrial $810,000 $1,463,000 $1,567,000 $360,000 $1,761,115 The value of building permits issued decreased 3% from $61.3 million in 2022 to $59.5 million in 2023. The following chart shows the building permit valuation changes by category from 2022 to 2023. The average valuation of a Single Family home increased 10% from the prior year, but total Single-Family valuation is down 26% compared to the prior year, as 100 permits were issued in 2023 as compared to 68 in 2022. Total Industrial/Commercial valuation is up 93% as compared to 2022. 2023 included Kiehm Storage and Caribou Coffee commercial development projects. Lastly, the city saw an increase in residential and commercial additions in 2023. Building Permit Valuation Increase/(Decrease) % Change Single Family $ (10,569,000) (23%) Townhouses (672,000) Multiple Units 1,800,000 - Industrial & Commercial 6,324,000 93% Additions & Alterations 1,349,000 7% Total Valuation Increase/(Decrease) $(1,768,000) (3%) Intergovernmental Revenue Intergovernmental revenue for 2023 totaled $3,008,000 which is $174,000 higher than budget. Positive = budget savings; (Negative) = expenditure exceeds budget • State Road Aid is down $46k (10%) to budget. This aid is based on funding set by the legislature. • State Aid for Police is $51k (19%) favorable to budget due to state funding increase. • State Aid for Fire is $87k (31%) favorable to budget due to increased pension contribution from the state of $75k (Budget is based on prior year actual.) and a $12k increase in Fire Training state aid. Item 5E Page | 4 • $67,350 was budgeted for School Resource Officer (SRO) Liaison Aid revenue. However, the SRO was pulled from school duty for the 2022/2023 school year due while legislative language on use of force was reviewed. Intergovernmental revenue includes the following two items: • The SMSC contribution was $1.1M in 2023. This was budgeted at $1M and $1.1M was collected based on the agreement negotiated with the SMSC. • Township Fire & Rescue Aid was $750k which was $27k above the amount budgeted due to adjustments to expenditure formula after budget was finalized. Charges for Services Charges for Services revenue for 2023 is $2,0411,000 which is $124k less than budget. The drivers of the variance to budget are summarized below: Positive = budget savings; (Negative) = expenditure exceeds budget • ($179k) for plan check fees less than budget due to 68 resident units as compared to budget of 150 units. • ($64k) for Project Admin/Eng Fees less than budget due to the final estimated construction costs of Fish Point Rd Ph II coming in below our budgeted estimates. The 2023 project admin/engineering fee is the cost for internal work done on city construction projections. City staff time on the projects is charged over the life of the project, which is typically three years and includes planning, construction, and project closeout. • $57k above budget for Tower antennae leases for ATT and Spring due to vendor temporary extensions. • $41k for contracted services above budget primarily for Parks ($24k for field striping and 10k for Rotary Musicfest) and $9k above budget for Police. • $37k Recreation program revenue above budget primarily for instructor led classes. • $23k for Pavilion/Park Shelter rental above budget. Other Revenue Net Interest on investments is $530k which is $425k higher than budget primarily due to 1) interest earnings above budget by $209k (budgeted conservatively), 2) $50k Interest earnings based on the lease interest rate applied to the lease receivable balances throughout the year under GASB 87 Accounting for Leases, and 3) a $166k increase in the fair value of securities which is considered an unrealized gain on investments. The change in the fair value of the securities is adjusted against interest earnings in each fund. This is a paper gain as no actual gain/loss is realized because the city holds the securities until maturity. Interest earnings are allocated based on the cash balance by fund. Miscellaneous revenues are $128,000 which is below budget by $60k. The primary variances to budget are summarized below: Positive = budget savings; (Negative) = expenditure exceeds budget • $(117k) – 6% admin fee revenue to cover administrative costs for developments is below budget due to development slowdown/timing of new development projects. • $25k 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. • $20k 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 $50k. Item 5E Page | 5 • $6k for sale of assets Transfers Transfers in from the utility funds for operations were $555,000. General Fund Expenditures Total General Fund expenditures are $18,408,125 through 12/31/23 which is 96% of the annual amended budget amount. Preliminary reports show that General Fund expenditures were less than the 2023 budget by $706,573. A summary of the variances to budget are shown in the table below. The primary drivers of the variance to budget are shown below. Overall payroll was favorable to budget by $236k. Of this amount, approximately $174k was due to open positions across multiple departments and $62k for workers comp favorable to budget due to experience modifier budgeted at .72/actual of .64 and budgeted 5% rate vs 3% actual increase. Positive = budget savings; (Negative) = expenditure exceeds budget See Attachment 1 for further budget to actual variance explanation detail. $ Variance from % Variance from 2023 2023 Amended Budget Amended Budget Amended Actual Positive ( Negative) Positive ( Negative) General Government 3,801,987$ 3,707,516$ 94,471$ 2% Public Safety 9,501,418 9,168,744 332,674 4% Public Works 2,676,395 2,585,718 90,677 3% Culture and Recreation 2,501,010 2,312,259 188,751 8% Transfers to Other Funds 633,888 633,888 0 0% Total Expenditures less than Budget 19,114,698$ 18,408,125$ 706,573$ 4% Expenditure Function Description Favorable/ (Unfavorable) to Amended Budget Comments Personnel 236,000$ Personnel: 1) ~$174k was due to open positions across multiple departments and $62k for workers comp favorable to budget due to experience modifier budgeted at .72/actual of .64 and budgeted 5% rate vs 3% actual increase Fuel 217,000 Budgeted at a higher fuel rate of $4.50/gallon. Price has subsequently dropped to an average of $3.37/gallon through Q4 Parks 115,000 Primarily landscape & trails/sidewalks supplies and maintenance. Staffing transitions in 2023 led to less contracted work being scheduled and completed. Police 129,000 Primarily personnel testing (timing of hires), small equipment (sqaud purchases & equipment to outfit them did not arrive in 2023) and new technology (IT identified project/equipment delayed to 2024). Street Maintenance 95,000 Street maintenance Snow & Ice Management (51,000) Replenished materials depleted during the 2022/2023 winter season Insurance Property/Casualty (34,000) The Property/Casualty premium went up by 17.2% as compared to a budgeted increase of 6%. Additionally, Property (buildings, contents and property-in- open) is up due to rate changes, annual inflation, added locations (warming house) and increased replacement cost limits for the Fire Station. Municipal Liability Experience Modifier increased from a 1.007 debit to a 1.016 debit, resulting in the liability premium increase. This is largely due to significant legal costs incurred in claim from Prior Lake Tobacco and Vape. General liability balance also includes $12k for deductible expenditures not budgeted separately Total Expenditure Variance 707,000$ Item 5E Page | 6 General Fund Planned Use of Reserves: 2023 use of reserves totaled $336,299. 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 • $6k for software service contract for leases and debt (tracking and GASB compliance) • $5k for Emergency Management department for training. 2023 General Fund Reserves as a % of 2024 Expenditures:  Beginning Balance - $10.46M  Ending Balance - $11M  2023 Reserve Calculation – 52.3% 2024 General Fund Planned Use of Reserves: Looking forward to 2024, the 2024 original budget did not include planned use of reserves. The budget was subsequently amended to reflect a carryforward of 2024 budget items/use of fund balance reserves of $230,840 for the following items: • $130k Streets and Parks department for street/trail/sidewalk maintenance (Streets of $90k and for Parks of $40k) • $63k for Police department expenditures. Vehicle equipment to outfit new vehicles ordered but not yet received, technology projects/needs identified by IT department, and new Commander training. • $20k for Firefighter equipment/LUCAS device • $8k for City Hall first floor printer • $6k for Finance and HR financial system training for new staff • $4k for City Clerk department for Municode work which will be completed in 2024. Based on the planned use of reserves and budget amendments noted above, the estimated 2024 ending reserve balance is $10.8 million which is equal to a 48% reserve balance based on 2025 estimated expenditures per the city’s long range financial plan. The Comprehensive Financial Management Plan recommends maintaining reserves in a range between 40% and 50% of subsequent year expenditures. Debt Service Funds Property taxes and special assessments are received in June, December, and January (final tax settlement). 2023 transfers included the closeout of the debt service fund balance for fund 560 Item 5E Page | 7 (Welcome, CR12, Sunset), Fund 564 (TH13/150th ST), Fund 567 (Equipment) and Fund 571 (2018 Street Overlay) which totaled $151k. The fund balance was transferred to various debt service funds as identified in council resolution 24-029. Scheduled bond payments were made in June and December. Cable Fund 2023 activity included revenue from cable franchise companies of $16k and expenditures of $4k for live web streaming and hosting. Capital Park Fund Revenues were $856,900 which is $639k less than budget, primarily due to development slowdown so less park dedication fees than planned. Revenues were $217,891. Park Dedication Fees of $98k were received including fees for the Kiehm Storage and Caribou Coffee developments. The city also received $24k in facility rent for the Pike Lake Park home and recreation donations of $14k. Interest and unrealized gain on investments was $81k above budget. Expenditures were $137k and included the 2040 Park System Plan finalization project, TH13 Trail Segment 5, final payment for Summit Ridge Park, and memorial bench/plaque purchases. Revolving Equipment Fund Revenues were $1,129,459. Property taxes, the primary funding source, totaled $747k. Revenues also included $123k of proceeds from the disposal of equipment. An operating transfer of $218k from the utility funds was also received. Equipment purchases totaled $1.2M. Overall, the fund is favorable to budget by $770k. This is due to $605k of vehicles and equipment ordered in 2023 but not yet received and equipment sale proceeds of $123k (not a budgeted item). A 2023 budget amendment of $605k was done for the 2023 vehicles and equipment ordered in 2023 but not yet received to reflect the expenditure in the 2024 budget. Revolving Park Fund Revenues were $687,956, which comes primarily from property taxes and interest. Revenue also included a donation of $185,000 from P.L.A.Y for the Ponds Park project. Expenditures were $1,602,298 and were primarily for the Pond Park playground project and equipment purchases for various neighborhood parks as defined in the Capital Improvement Program. Future spending of revolving park fund balance will be guided by the Master Park Plan. Facilities Management Fund Revenues were $220,772 which comes primarily from property taxes. Facility improvements were $220,574 including $109k for Fire Station 1 renovation costs and irrigation system. No debt was issued in 2023. Permanent Improvement Revolving Fund Revenue from this fund of $1,242,528 is comprised primarily of franchise taxes and special assessments. 2023 collection of the pavement management dedicated gas and electric franchise fees was $1,079,097. Total assessment revenue in 2022 was $87k. No debt was issued in 2023 so there are no bond proceeds. There is a transfer out to the debt service fund of $203k. There was no overlay project in 2023. The Capital Improvement Program includes the Wilds/Jeffers Mill & Overlay Project in 2024. Item 5E Page | 8 Water Fund The financial report for the Water Fund reflects six bi-monthly billing cycles. Operating revenue totaled $6,063,586 which is an increase of $468,513 or 8.4% from 2022. Operating revenue was favorable to budget by $654,542. The water revenue increase is due to 8.8% higher consumption throughout the year, especially during the summer months. Non-Operating Revenues were $550,720 more than 2022. This is due to an increase in the fair value of the securities which is allocated by fund based on cash balances. This is a paper gain; no actual gain/loss is realized because the city holds the securities until maturity. Interest earnings were also higher than budget due to the rate increases during the year. Total operating expenses, before depreciation, are $3,120,366 which is $456,184 more than 2022, and $91,548 (2.9%) under budget. • Due to the dry weather in 2023, additional water was purchased from the SMSC, and additional water volume was produced. Water purchases were above budget by $230k. • Repair and maintenance supplies for water distribution and maintenance agreements for building and wells were under budget by a combined total of $134k due to 2023 needs being lower than prior years. • Fuel, chemicals, and utilities were under budget by $50k. • Personnel expenses were under budget by $51k. Depreciation expense is $1,059k which is 25% of operating expenses. On a cash basis, capital outlay this year was $49,573 and Infrastructure capital expenses were $784,445. Water Improvement Projects – Capital Outlay Budget Actual Comments Machinery & Equipment 209,312 49,573 Water treatment facility updates deferred Total $209,312 $49,573 Infrastructure Projects Budget Actual Comments Well Rehab $105,000 $60,628 Projects Deferred Water tower reconditioning 6,200 3,190 Projects Deferred 140th Interconnect Repair 75,000 0 Projects Deferred Wilds Booster 20,000 0 Projects Deferred Pike Lake PRV 10,000 0 Projects Deferred Fish Point Road Phase II 581,500 720,627 Based on Bid Awarded Total Infrastructure Spending $797,700 $784,445 Transfers out include $331,750 for operating transfers, $607,213 for debt service and $720,627 for the Fish Point Road Phase II project transfer noted above. $163,937 was transferred in from other funds for the final utility transfer true-up for the Downtown South project. Other financing sources include $20k for amortization of bond premium. There was $768,036 in capital contributions from other funds for watermain assets that were capitalized. Item 5E Page | 9 Sewer Fund The financial report for the Sewer Fund reflects six billing cycles. Operating revenue totaled $4,689,457 which is a decrease of $125,210 or 2.6% from 2022. The sewer revenue decrease is due to a 6% decrease in sewer usage from 2022. Operating revenue was under budget by $751,500. The variance is due to the estimate of residential sewer usage for 2023. The estimate is based on the previous year’s data and new customer estimates. The 2023 budget was completed in the spring of 2022 and would have been based on 2021 usage, which was high due to the pandemic. The actual number of new customers was also lower than budget due to a slowdown in the housing market. Non-Operating Revenues were $231,641 more than 2022. This included interest earnings of $93k, and an unrealized gain on investments of $64k. The unrealized gain is due to an increase in the fair value of the securities which is allocated by fund based on cash balances. This is a paper gain; no actual gain/loss is realized because the city holds the securities until maturity. Total operating expenses, before depreciation, were $3,021,664 which is $28,048 more than 2022 and favorable to budget by $126,594 (4%). • Repair and maintenance supplies were $29k below budget. • Maintenance agreements were under budget by $52k. • Fuel was under budget by $10k. Depreciation expense is $731k which is 19.4% of expenses. On a cash basis, capital outlay this year totaled $597,594 and infrastructure capital expenses were $564,529. Sewer Improvement Projects – Capital Outlay Budget Actual Comments Projects – Contract Vouchers $0 292,109 Wilds and Quaker Lift Station Rehab Lift Station Rehab 320,813 305,485 Total $320,813 $597,594 Sewer Infrastructure Projects Budget Actual Comments Inflow/Infiltration Improvements $394,000 $150,451 Projects Deferred Fish Point Road Phase II 330,000 414,078 Based on Bid Awarded Total Infrastructure Spending $724,000 $564,529 Transfers out included $330,750 for operating transfers and $414,078 for the Fish Point Road Phase II project transfer noted above. $78,197 was transferred in from other funds. Other financing sources include capital contributions from other funds of $541k sewer assets that were capitalized, and $20k for amortization of bond premium. Item 5E Page | 10 Storm Water Fund The financial report for the Water Quality Fund reflects six bi-monthly billing cycles. Storm water operating revenue totaled $1,413,198 which is an increase of $158,677 or 12.6% over 2022. This is primarily due to a rate increase from $17.07 to $19.03, as well as an increase in the number of accounts being billed. Storm Water revenues are based on flat rates per billing cycle. Operating revenue was favorable to budget by $52,865. Non-Operating Revenues were $192,106 more than 2022. This included interest earnings of $81k and an unrealized gain on investments of $43k. The unrealized gain is due to an increase in the fair value of the securities which are allocated by fund based on cash balances. This is a paper gain; no actual gain/loss is realized because the city holds the securities until maturity. Total operating expenses, before depreciation, were $453,156 which was $16,287 less than 2022 and is favorable to budget by $212,499 primarily in personnel expenses ($115k) due to an open position, maintenance agreements ($34k), fuel ($12k) and professional services ($19k). Depreciation expense is $107k which is 19.2% of the operating expenses. On a cash basis, capital outlay this year totaled $185,258 and infrastructure capital expenses were $121,190. Stormwater Improvement Projects – Capital Outlay Budget Actual Comments Projects – Engineering $50,000 $185,258 Panama & 13 Water Quality Credit Retrofit; Markley Lake Ravine Stabilization; Stormwater Pond Maintenance Total $50,000 $185,258 Stormwater Infrastructure Projects Budget Actual Comments Markley Lake Ravine $250,000 $6,061 Monitoring costs Stormwater Pond Planning & Prioritization 31,000 0 Projects Deferred Pond Maintenance & Retrofit 200,000 87,520 In Process Other stormwater projects 150,000 27,609 Welcome Ave SW Improvements/ Campbell Lake Regional Stormwater Assessment Wildwood Pond Outlet 30,000 0 Projects Deferred Total $661,000 $121,190 Transfers out include $110,000 for operating activities. There were no transfers-in during 2023. Economic Development Authority Special Revenue Fund Funding for the EDA comes primarily from property taxes and facility rental payments from Sebastian Auto. Revenues of $411,687 exceeded expenditures of $180,6861 by $231,001. Components of the increase in fund balance are as follows: Item 5E Page | 11 ALTERNATIVES: 1. Motion and second to accept the December 31, 2023, Financial Report as submitted. 2. Take no action and provide staff with specific direction. ATTACHMENTS: 1. General Fund Budget to Actual Expenditure Detail 2. 2023 Financial Report Category Amount Comments Revenue above budget 14,000$ Net Interest (unrealized gain) on investments of $15k more than budget Expenditures below budget (447,000) 1) Expenditures $435k less than budget as the city deferred potential property acquisition to a future year as this is based on development project timing; 2) Personnel costs $12k less than budget due to open planner position in 2023. 461,000 Net activy above budget (230,000) Budgeted/Planned use of fund balance reserves for potential property purchase 231,000$ EDA Add to fund balance City of Prior Lake General Fund Summary - Comparison to Prior Year As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive (Negative)USED 12/31/2022 Positive (Negative) Revenues Taxes 12,161,475 12,161,475 12,118,883 (42,592) 100%10,218,408 1,900,475 Licenses and Permits 894,370 894,370 694,941 (199,429) 78%752,021 (57,079) Intergovernmental 2,833,610 2,833,610 3,008,035 174,425 106%2,795,710 212,325 Charges for Services 2,041,444 2,041,444 1,917,040 (124,404) 94%1,990,071 (73,031) Fines and Forfeitures - - 2,895 2,895 n/a 2,998 (102) Interest (losses) on investments 104,500 104,500 529,770 425,270 507%(396,529) 926,299 Other 188,000 188,000 128,414 (59,586) 68%356,467 (228,053) Transfers in 555,000 555,000 555,000 - 100%546,000 9,000 Total Revenues 18,778,399 18,778,399 18,954,979 176,580 101%16,265,146 2,689,833 Expenditures General Government 3,706,429 3,801,987 3,707,516 94,471 98%3,518,431 (189,084) Public Safety 9,454,620 9,501,418 9,168,744 332,674 96%8,138,346 (1,030,398) Public Works 2,491,244 2,676,395 2,585,718 90,677 97%2,127,450 (458,268) Culture and Recreation 2,524,218 2,501,010 2,312,259 188,751 92%2,229,302 (82,957) Transfer to other funds 633,888 633,888 633,888 - 100%223,838 (410,050) Total Expenditures 18,810,399 19,114,698 18,408,125 706,573 96%16,237,368 (2,170,756) Net Change (32,000) (336,299) 546,854 883,153 27,778 COMPARATIVE City of Prior Lake General Fund Revenues As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Taxes 101 31010.00 Current Property Taxes - General Purpos 11,073,754 11,073,754 11,013,517 (60,237) 99%9,093,878 1,919,639 101 31020.00 Delinquent Property Taxes - General Purp - - 36,842 36,842 n/a 36,947 (105) 101 31040.00 Fiscal Disparities 1,087,721 1,087,721 1,068,524 (19,197) 98%1,087,583 (19,059) Taxes 12,161,475 12,161,475 12,118,883 (42,592) 100%10,218,408 1,900,475 Licenses and Permits 101 32100.00 Business Licenses 1,050 1,050 1,050 - 100%1,260 (210) 101 32110.00 Liquor Licenses 73,790 73,790 82,179 8,389 111%73,848 8,331 101 32120.00 Cannabis Fee - - 4,200 4,200 n/a - 4,200 101 32160.00 Refuse Haulers 4,500 4,500 5,035 535 112%5,135 (100) 101 32175.00 Public Private Gathering Permit 600 600 240 (360) 40%270 (30) 101 32180.00 Cigarette Licenses 1,785 1,785 2,295 510 129%2,040 255 101 32190.00 Community Event Application 1,750 1,750 2,230 480 127%2,421 (191) 101 32210.00 Building Permits 636,900 636,900 490,557 (146,343) 77%558,827 (68,270) 101 32211.00 Retainage Forfeiture - - 2,688 2,688 n/a (1,600) 4,288 101 32215.00 Mechanical Permits 92,400 92,400 51,846 (40,554) 56%50,821 1,025 101 32230.00 Plumbing Permits 66,435 66,435 41,756 (24,680) 63%46,616 (4,861) 101 32231.00 Sewer/Water Inspection 8,475 8,475 3,652 (4,824) 43%6,268 (2,616) 101 32232.00 Plumbing Registrations 1,250 1,250 - (1,250) 0%- - 101 32260.00 Burning Permits 4,000 4,000 4,960 3,000 124%4,680 280 101 32270.00 Short-term Rental Fee 1,435 1,435 2,255 820 157%1,435 820 Licenses and Permits 894,370 894,370 694,941 (199,429) 78%752,021 (57,079) Intergovernmental 101 33160.11 Fed Aids/Grants - Operating Police - - 3,425 3,425 n/a 5,690 (2,265) 101 33416.01 State Aid - Police Train 30,000 30,000 30,306 306 101%29,430 876 101 33416.02 State Police Aid-Ins Prem 267,000 267,000 317,608 50,608 119%298,824 18,785 101 33417.00 State Aid - Fire Training 20,000 20,000 32,008 12,008 160%9,710 22,298 101 33418.00 State Road & Bridge Aid 463,000 463,000 417,468 (45,532) 90%457,679 (40,211) 101 33420.00 State Fire Aid-Ins. Prem.260,000 260,000 334,993 74,993 129%293,956 41,037 101 33422.10 State Aids/Grants - Operating Grants - - - - n/a 68,182 (68,182) 101 33422.11 State Aids/Grants - Operating Police 3,500 3,500 13,047 9,547 373%10,156 2,891 101 33610.10 County Aids/Grants - Operating Grants - - 2,989 2,989 n/a 3,839 (850) 101 33610.11 County Aids/Grants - Operating Police - - 5,557 5,557 n/a 4,291 1,267 101 33620.00 Township Fire & Resc Aid 722,760 722,760 750,179 27,419 104%548,343 201,836 101 33621.00 Liaison Aid 67,350 67,350 - (67,350) 0%65,010 (65,010) 101 33631.00 Payment in Lieu of Taxes 1,000,000 1,000,000 1,100,000 100,000 110%1,000,000 100,000 Intergovernmental 2,833,610 2,833,610 3,008,035 174,425 106%2,795,710 212,325 COMPARATIVE City of Prior Lake General Fund Revenues As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) COMPARATIVE Charges for Services 101 31810.00 Franchise Taxes 599,000 599,000 557,579 (41,421) 93%619,660 (62,082) 101 34103.00 Zoning & Subdivision Fees 34,100 34,100 30,950 (3,150) 91%49,004 (18,054) 101 34104.00 Plan Check Fees 413,942 413,942 234,816 (179,126) 57%286,444 (51,628) 101 34105.00 Sale of Maps/Publications - Reports 500 500 330 (170) 66%653 (323) 101 34107.00 Assessment Searches - Reports 600 600 400 (200) 67%350 50 101 34108.00 Street Chip Seal Fee-New Development - - 4,750 4,750 n/a 5,677 (927) 101 34109.00 Project Admin/Eng Fees 280,000 280,000 216,283 (63,717) 77%217,831 (1,548) 101 34203.00 Accident/Warrant Reports - Reports 200 200 955 755 478%734 221 101 34731.00 Adult League Fees 4,800 4,800 3,931 (869) 82%5,626 (1,696) 101 34732.00 Recreation Program Fees - Contracted - - 43,024 43,024 n/a - 43,024 101 34735.00 Recreation Program Fees - Staff Run 60,000 60,000 53,907 (6,093) 90%83,209 (29,302) 101 34735.01 Recreation Program Fees - Club Prior 9,000 9,000 9,300 300 103%14,694 (5,393) 101 34760.01 Facility Rental - Regular 59,675 59,675 65,843 6,168 110%54,262 11,581 101 34760.87 Facility Rental - Lease - - - - n/a 6,465 (6,465) 101 34761.00 Studio/Pavilion Rental 24,000 24,000 33,998 9,998 142%27,121 6,877 101 34762.00 Park Shelter Rental 79,200 79,200 93,092 13,892 118%86,398 6,695 101 34765.01 Tower Leases 252,775 252,775 310,348 57,573 123%54,071 256,276 101 34765.87 Tower Leases - Lease - - - - n/a 259,602 (259,602) 101 34780.00 Park Admission Fees 35,000 35,000 27,324 (7,676) 78%25,350 1,974 101 34782.00 Sign Lease Fees - - 250 250 n/a - 250 101 34783.00 City Contract Services 188,652 188,652 229,960 41,308 122%192,919 37,041 Charges for Services 2,041,444 2,041,444 1,917,040 (124,404) 94%1,990,071 (73,031) Fines and Forfeitures 101 35101.00 County Court Fines - - - - n/a 200 (200) 101 35104.00 Prosecution Restitution - - 2,895 2,895 n/a 2,798 98 Fines and Forfeitures - - 2,895 2,895 n/a 2,998 (102) Interest (losses) on investments 101 36210.00 Interest Earnings 124,500 124,500 325,907 201,407 262%179,906 146,001 101 36210.87 Interest Earnings - - 50,489 50,489 n/a 1,228 49,261 101 36215.00 Amortization - Premium/Discount (20,000) (20,000) (12,966) 7,034 65%(80,067) 67,101 101 36225.00 Unrealized Inv.Gain(Loss)- - 166,340 166,340 n/a (497,596) 663,936 Interest (losses) on investments 104,500 104,500 529,770 425,270 507%(396,529) 926,299 Other Miscellaneous Revenues 101 36101.00 City Assess. Collection - - - - n/a 492 (492) 101 36102.00 County Assess. Collection 4,000 4,000 5,499 1,499 137%3,916 1,583 101 36211.00 Developer Agreements 130,000 130,000 13,136 (116,864) 10%65,789 (52,653) 101 36212.00 Miscellaneous Revenue 54,000 54,000 78,882 24,882 146%230,045 (151,163) 101 36230.00 Contributions & Donations - - 4,120 4,120 n/a 1,950 2,170 101 36230.11 Contributions - Shop with a Cop - - 2,000 2,000 n/a 1,750 250 101 36230.12 Contributions and Donations - - 2,000 2,000 n/a - 2,000 101 36230.13 Contributions and Donations - - 17,105 17,105 n/a 29,445 (12,340) City of Prior Lake General Fund Revenues As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) COMPARATIVE 101 36230.33 Contributions - Charitable Gambling - - - - n/a 16,920 (16,920) 101 39102.00 Sale of Property - - 5,672 5,672 n/a 6,159 (487) Other Miscellaneous Revenues 188,000 188,000 128,414 (59,586) 68%356,467 (228,053) Other financing sources 101 39335.87 Lease Proceeds - - - - n/a - - 101 39203.00 Transfer from Other Funds 555,000 555,000 555,000 - 100%546,000 9,000 Other financing sources 555,000 555,000 555,000 - 100%546,000 9,000 Total Revenues 18,778,399 18,778,399 18,954,979 176,580 101%16,265,146 2,689,833 City of Prior Lake General Fund Expenditures As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Function: General Government 41110.00 MAYOR & COUNCIL 81,421 81,421 78,570 2,851 96%71,013 (7,557) 41130.00 ORDINANCE 6,000 6,000 3,719 2,281 62%4,958 1,239 41320.00 ADMINISTRATION 366,822 366,822 379,825 (13,003) 104%436,495 56,670 41330.00 BOARDS & COMMISSIONS 15,471 15,471 5,590 9,881 36%5,960 370 41400.00 CITY CLERK 128,217 128,217 125,182 3,035 98%127,980 2,798 41410.00 ELECTIONS 43,240 43,240 25,516 17,724 59%52,305 26,789 41520.00 FINANCE 688,150 709,700 659,658 50,042 93%547,410 (112,248) 41540.00 INTERNAL AUDITING 43,700 43,700 47,345 (3,645) 108%35,480 (11,865) 41550.00 ASSESSING 239,135 239,135 238,629 506 100%230,115 (8,515) 41610.00 LEGAL 210,000 210,000 230,049 (20,049) 110%190,928 (39,121) 41820.00 HUMAN RESOURCES 346,102 381,223 395,772 (14,549) 104%320,286 (75,485) 41830.00 COMMUNICATIONS 170,008 170,008 148,820 21,188 88%159,864 11,044 41910.00 COMMUNITY DEVELOPMENT 369,784 369,784 332,350 37,434 90%323,788 (8,562) 41920.00 INFORMATION TECHNOLOGY 447,224 477,111 458,019 19,092 96%412,140 (45,880) 41940.00 FACILITIES - CITY HALL 551,155 560,155 578,472 (18,317) 103%599,710 21,239 Total - Function General Government 3,706,429 3,801,987 3,707,516 94,471 98%3,518,431 (189,084) Function: Public Safety 42100.00 POLICE 6,548,159 6,582,064 6,339,143 242,921 96%6,017,491 (321,652) 42200.00 FIRE 1,972,848 1,980,883 1,981,949 (1,066) 100%1,288,697 (693,252) 42400.00 BUILDING INSPECTION 885,893 885,751 801,189 84,562 90%779,563 (21,626) 42500.00 EMERGENCY MANAGEMENT 18,920 23,920 17,662 6,258 74%23,795 6,133 42700.00 ANIMAL CONTROL 28,800 28,800 28,800 - 100%28,800 - Total - Function Public Safety 9,454,620 9,501,418 9,168,744 332,674 96%8,138,346 (1,030,398) Function: Public Works 43050.00 ENGINEERING 447,188 447,171 462,567 (15,396) 103%423,957 (38,610) 43100.00 STREET 1,490,433 1,675,601 1,508,398 167,203 90%1,129,495 (378,903) 43400.00 CENTRAL GARAGE 553,623 553,623 542,225 11,398 98%521,179 (21,046) 43600.00 DEVELOPMENT PROJECTS - - 72,528 (72,528) n/a 52,820 (19,708) Total - Function Public Works 2,491,244 2,676,395 2,585,718 90,677 97%2,127,450 (458,268) Function: Culture and Recreation 45100.00 RECREATION 545,771 486,840 483,811 3,029 99%462,550 (21,261) 45200.00 PARKS 1,893,220 1,928,943 1,766,831 162,112 92%1,692,047 (74,784) 45500.00 LIBRARIES 85,227 85,227 61,618 23,609 72%74,706 13,088 Total - Function Culture and Recreation 2,524,218 2,501,010 2,312,259 188,751 92%2,229,302 (82,957) 80000.00 Transfer to Other Funds 633,888 633,888 633,888 - 100%223,838 (410,050) Total Expenditures 18,810,399 19,114,698 18,408,125 706,573 96%16,237,368 (2,170,756) COMPARATIVE City of Prior Lake Debt Service Funds As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Property Taxes Current Property Taxes 3,357,481 3,357,481 3,349,739 (7,743) 100%3,454,630 (104,892) Special Assessments City Assess. Collections - - 325,203 325,203 n/a 197,989 127,214 County Assess. Collection 476,798 476,798 446,204 (30,594) 94%407,421 38,783 Interest (losses) on investments Interest Earnings 30,700 30,700 103,946 73,246 339%61,938 42,008 Unrealized Inv.Gain(Loss)- - 42,737 42,737 n/a (161,846) 204,583 Other Financing Sources Transfer from Other Funds 1,094,701 1,094,701 1,243,438 148,737 114%1,347,525 (104,086) Total Revenues 4,959,680 4,959,680 5,511,267 551,587 111%5,307,656 203,610 Expenditures Debt Service Principal 4,261,693 4,261,693 4,261,693 (0) 100%4,325,714 64,020 Interest and Other 1,016,813 1,016,813 1,024,890 (8,077) 101%1,037,780 12,890 Transfers to Other Funds 25,000 25,000 173,737 (148,737) 695%244,721 70,984 Total Expenditures 5,303,506 5,303,506 5,460,321 (156,815) 103%5,608,215 147,894 Net Change (343,826) (343,826) 50,946 (300,559) COMPARATIVE City of Prior Lake Cable Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Charges for Services 210-41340.00-34304.00 PEG Access Fees 22,000 22,000 16,448 (5,552) 75%20,220 (3,772) Interest (losses) on investments 210-41340.00-36210.00 Interest Earnings - - 2,999 2,999 n/a 1,801 1,197 210-41340.00-36225.00 Unrealized Inv. Gain (Loss)- - 1,544 1,544 n/a (5,370) 6,913 Total Revenues 22,000 22,000 20,991 (1,009) 95%16,652 4,339 Expenditures Current Expenditures 210-41340.00-52400.20 Small Equipment - Technology 4,000 4,000 - 4,000 0%55 55 210-41340.00-54020.00 Software Service Contract 7,000 7,000 3,576 3,424 51%- (3,576) Capital Outlay 210-41340.00-55570.00 Machinery and Equipment - - - - n/a 48,213 48,213 Total Expenditures 11,000 11,000 3,576 7,424 33%48,269 44,693 Net Change 11,000 11,000 17,415 (31,617) COMPARATIVE City of Prior Lake Capital Park Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Charges for Services 225-45200.00-34760.01 Facility Rental - Regular 24,000 24,000 24,000 - 100%- 24,000 225-45200.00-34760.87 Facility Rental - Lease - - - - n/a 21,716 (21,716) 225-45200.00-34791.00 Dedication Fees 562,500 562,500 98,937 (463,563) 18%75,000 23,937 Charges for Services 586,500 586,500 122,937 (463,563) 21%96,716 26,221 Intergovernmental 225-45200.00-33700.20 Miscellaneous - Capital Grants 250,000 250,000 - (250,000) 0%- - Intergovernmental 250,000 250,000 - (250,000) 0%- - Interest (losses) on investments 225-00000.00-36210.00 Interest Earnings 20,400 20,400 54,821 34,421 269%30,344 24,477 225-00000.00-36210.87 Interest Earnings - - (744) (744) n/a 41 (785) 225-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 26,577 26,577 n/a (83,273) 109,850 Interest (losses) on investments 20,400 20,400 80,654 60,254 395%(52,888) 133,542 Contributions and donations 225-00000.00-36230.00 Contributions & Donations - - 14,300 14,300 n/a - 14,300 225-45200.00-36230.23-PRK20-000002 Contributions & Donations - - - - n/a 11,675 (11,675) Contributions and donations - - 14,300 14,300 n/a 11,675 2,625 Total Revenues 856,900 856,900 217,891 (639,009) 25%55,504 162,387 Expenditures 225-45200.00-53100.80 Professional Services-General 3,400 3,400 65,817 (62,417) 1936%3,402 (62,415) 225-45200.00-55010.00 Projects - Contract Vouchers - - - - n/a 13,429 13,429 225-45200.00-55020.00 Projects - Engineering - - 70,255 (70,255) n/a 19,639 (50,617) 225-45200.00-55050.00-TRN19-000004 Projects - Professional Services - - (23,088) 23,088 n/a 23,088 46,176 225-45200.00-55530.00 Infrastructure 650,000 650,000 23,699 626,301 4%28,497 4,798 Total Expenditures 653,400 653,400 136,684 516,716 21%88,054 (48,629) Net Change 203,500 203,500 81,207 (32,550) COMPARATIVE City of Prior Lake Revolving Equipment Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Taxes 410-00000.00-31010.00 Current Property Taxes 750,000 750,000 747,710 (2,291) 100%699,297 48,413 Taxes 750,000 750,000 747,710 (2,291) 100%699,297 48,413 Interest (losses) on investments 410-00000.00-36210.00 Interest Earnings 10,000 10,000 26,450 16,450 264%15,096 11,353 410-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 15,132 15,132 n/a (40,236) 55,368 Interest (losses) on investments 10,000 10,000 41,582 31,582 416%(25,139) 66,722 Sale of assets 410-00000.00-39102.00 Sale of Property - - 122,667 122,667 n/a 141,981 (19,314) Sale of assets - - 122,667 122,667 n/a 141,981 (19,314) Transfers in 410-00000.00-39203.00 Transfer from Other Funds 217,500 217,500 217,500 - 100%217,500 - Transfers in 217,500 217,500 217,500 - 100%217,500 - Total Revenues 977,500 977,500 1,129,459 151,959 116%1,033,639 95,821 COMPARATIVE City of Prior Lake Revolving Equipment Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) COMPARATIVE Expenditures General Government Public Safety Police 410-42100.00-55550.00 Vehicles 267,500 267,500 179,992 87,508 67%242,085 62,093 410-42100.00-55570.00 Machinery & Equipment 46,600 46,600 44,315 2,285 95%27,750 (16,565) Fire 410-42200.00-55550.00 Vehicles 246,000 344,738 83,403 261,335 24%428,301 344,898 410-42200.00-55570.00 Machinery & Equipment 53,000 98,300 96,453 1,847 98%52,998 (43,455) Building Inspection 410-42400.00-55550.00 Vehicles 38,000 38,000 - - 0%- - Total Public Safety 651,100 795,138 404,163 352,975 51%751,134 346,971 Public Works Street 410-43100.00-55550.00 Vehicles 57,000 57,000 - 57,000 0%- - 410-43100.00-55570.00 Machinery & Equipment 40,000 40,000 37,492 2,508 94%- (37,492) Central Garage 410-43400.00-55550.00 Vehicles 20,000 20,000 20,418 (418) 102%18,995 (1,422) Total Public Works 117,000 117,000 57,910 59,090 49%18,995 (38,915) Culture and Recreation/Parks 410-45200.00-55550.00 Vehicles 146,500 416,500 123,611 292,889 30%- (123,611) 410-45200.00-55570.00 Machinery and Equipment 458,000 458,000 582,530 (124,530) 127%75,188 (507,342) Total Culture & Recreation 604,500 874,500 706,141 168,359 81%75,188 (630,953) Sewer 410-49450.00-55570.00 Machinery and Equipment - - - - n/a 1,615 1,615 Total Utility - - - - n/a 1,615 1,615 Total Expenditures 1,372,600 1,786,638 1,168,214 580,424 65%846,932 (321,282) Net Change (395,100) (809,138) (38,755) 186,707 City of Prior Lake Revolving Park Equipment Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Taxes 430-00000.00-31010.00 Current Property Taxes 440,000 440,000 439,181 (819) 100%404,130 35,051 Taxes 440,000 440,000 439,181 (819) 100%404,130 35,051 Intergovernmental 430-45200.00-33700.20 Miscellaneous Grants - Capital Grants 299,000 299,000 - (299,000) 0%- - Intergovernmental 299,000 299,000 - (299,000) 0%- - Interest (losses) on investments 430-00000.00-36210.00 Interest Earnings 13,700 13,700 48,942 35,242 357%23,544 25,398 430-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 14,833 14,833 n/a (60,891) 75,724 Interest (losses) on investments 13,700 13,700 63,775 50,075 466%(37,347) 101,122 Other 430-45200.00-36230.00 Contributions & Donations - - 185,000 185,000 n/a - 185,000 Other - - 185,000 185,000 n/a - 185,000 Transfers in 430-00000.00-39203.00 Transfer from Other Funds - - - - n/a 49,358 (49,358) Transfers in - - - - n/a 49,358 (49,358) Total Revenues 752,700 752,700 687,956 (64,744) 91%416,141 271,815 Expenditures Culture and Recreation Dept 45200.00 - PARKS 430-45200.00-55010.00 Projects - Contract Vouchers - - 1,007,709 (1,007,709) n/a - (1,007,709) 430-45200.00-55020.00 Projects - Engineering - - 88,069 (88,069) n/a 33,956 (54,113) 430-45200.00-55050.00-PRK22-000001 Projects - Professional Services - - - - n/a 47,127 47,127 430-45200.00-55050.00-PRK23-000002 Projects - Professional Services - - 2,481 (2,481) n/a - (2,481) 430-45200.00-55530.00 Infrastructure 1,155,000 1,155,000 504,040 650,960 44%40,142 (463,898) Total Culture & Recreation 1,155,000 1,155,000 1,602,298 (447,298) 139%121,225 (1,481,073) Total Expenditures 1,155,000 1,155,000 1,602,298 (447,298) 139%121,225 (1,481,073) Net Change (402,300) (402,300) (914,342) 294,916 COMPARATIVE City of Prior Lake Facilities Management Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Taxes 440-00000.00-31010.00 Current Property Taxes 155,000 155,000 154,264 (736) 100%103,920 50,344 Taxes 155,000 155,000 154,264 (736) 100%103,920 50,344 Intergovernmental 440-00000.00-33160.00 Fed Aids/Grants - - - - n/a 400,000 (400,000) 440-42200.00-33620.00 Township Fire & Resc Aid - - - - n/a 135,000 (135,000) n/a 535,000 (535,000) Interest (losses) on investments 440-00000.00-36210.00 Interest Earnings 14,600 14,600 44,860 30,260 307%25,103 19,757 440-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 21,648 21,648 n/a (67,177) 88,825 Interest (losses) on investments 14,600 14,600 66,508 51,908 456%(42,074) 108,582 Transfers in 440-00000.00-39203.00 Transfer from Other Funds - - - - n/a 24,600 (24,600) Transfers in - - - - n/a 24,600 (24,600) Total Revenues 169,600 169,600 220,772 51,172 130%621,446 (400,674) Expenditures Function: General Government 41940-55050.00 Projects Professional Svcs- FACILITIES - CITY HALL - - 11,648 (11,648) n/a 11,309 (339) 41940-55520.00 Building & Building Improvements-FACILITIES - CITY HALL 70,000 70,000 - 70,000 0%- - Total - Function General Government 70,000 70,000 11,648 58,352 17%11,309 (339) Function: Public Safety 42100-55520.00 Building & Building Improvements-POLICE 233,000 233,000 24,934 208,066 11%- (24,934) 42200-55050.00 Projects-Professional Services-FIRE - - 5,105 (5,105) n/a 56,722 51,617 42200-55520.00 Building & Building Improvements-FIRE 185,500 185,500 129,337 56,163 70%483,828 354,491 Total - Function Public Safety 418,500 418,500 159,376 259,124 38%540,550 381,174 Function: Public Works 43400.00 CENTRAL GARAGE - 86,000 49,550 36,450 58%- (49,550) Total - Function Public Works - 86,000 49,550 36,450 58%- (49,550) Function: Culture and Recreation 45500.00 LIBRARIES 125,000 125,000 - 125,000 0%- - Total - Function Culture and Recreation 125,000 125,000 - 125,000 0%- - Total Expenditures 613,500 699,500 220,574 478,926 32%551,859 331,285 Net Change (443,900) (529,900) 198 69,587 COMPARATIVE City of Prior Lake Permanent Improvement Revolving Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Taxes 450-00000.00-31810.00 Franchise Taxes 1,068,000 1,068,000 1,079,097 11,097 101%1,022,019 57,078 Taxes 1,068,000 1,068,000 1,079,097 11,097 101%1,022,019 57,078 Special Assessments 450-00000.00-36101.00 City Assess. Collections 110,535 110,535 5,064 (105,471) 5%6,272 (1,208) 450-00000.00-36102.00 County Assess. Collection - - 81,809 81,809 n/a 120,407 (38,597) 110,535 110,535 86,874 (23,661) 79%126,679 (39,805) Interest (losses) on investments 450-00000.00-36210.00 Interest Earnings 5,700 5,700 50,250 44,550 882%13,993 36,257 450-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 26,308 26,308 n/a (27,544) 53,852 Interest (losses) on investments 5,700 5,700 76,559 70,859 1343%(13,551) 90,110 Transfers in 450-00000.00-39203.00 Transfer from Other Funds - - - - n/a 11,721 (11,721) Transfers in - - - - n/a 11,721 (11,721) Total Revenues 1,184,235 1,184,235 1,242,530 58,295 105%1,146,869 95,661 Expenditures Function: Public Works 450-43100.00-55020.00-PIR24-000001 Projects - Engineering - - 257,976 (257,976) n/a - (257,976) Total - Function Public Works - - 257,976 (257,976) n/a - (257,976) OTHER FINANCING USES Transfers out 450-80000.00-59203.00 Transfers to Other Funds 203,100 203,100 203,100 - 100%282,787 79,687 Total Expenditures 203,100 203,100 461,076 (257,976) 227%282,787 (178,289) Net Change 981,135 981,135 781,454 864,082 COMPARATIVE City of Prior Lake Water Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Operating Revenue Water Charges 601-49400.00-37100.00 Utility Receipts - Water 3,971,228 3,971,228 4,672,307 701,079 118%4,220,652 451,654 601-49400.00-37160.00 Penalties 20,000 20,000 10,428 (9,572) 52%8,546 1,882 3,991,228 3,991,228 4,682,735 691,507 117%4,229,199 453,536 Utility Base Fee 601-49400.00-37110.00 Utility Base Fee Revenue 1,312,991 1,312,991 1,314,590 1,599 100%1,282,495 32,095 1,312,991 1,312,991 1,314,590 1,599 100%1,282,495 32,095 Meter Sales 601-49400.00-37170.00 Water Meter Sales 79,825 79,825 52,924 (26,901) 66%65,727 (12,803) 601-49400.00-37175.00 Pressure Reducers 25,000 25,000 13,338 (11,662) 53%17,652 (4,314) 104,825 104,825 66,261 (38,564) 63%83,379 (17,118) Total Operating Revenue 5,409,044 5,409,044 6,063,586 654,542 112%5,595,073 468,513 Non-Operating Revenue Intergovernmental 601-49400.00-33422.15 State Aids/Grants - Operating Public Wor - - 17 17 n/a 12,027 (12,011) 17 17 n/a 12,027 (12,011) Interest (losses) on investments 601-00000.00-36210.00 Interest Earnings 72,900 72,900 232,414 159,514 319%119,675 112,739 601-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 125,962 125,962 n/a (310,947) 436,909 72,900 72,900 358,376 285,476 492%(191,271) 549,648 Miscellaneous Revenues 601-00000.00-36212.00 Miscellaneous Revenue - - 18,374 18,374 n/a 4,812 13,562 601-00000.00-36102.00 County Assess Collection - - 3,714 3,714 n/a 1,453 2,261 601-42100.00-36231.00 PERA Pension Contributions - - 69 69 n/a 2,812 (2,743) 601-49400.00-37190.00 Miscellaneous Revenue Adj - - - - n/a (3) 3 22,157 22,157 - 9,074 13,083 Total Non-Operating Revenue 72,900 72,900 380,550 307,650 522%(170,170) 550,720 Total Revenues 5,481,944 5,481,944 6,444,136 962,192 118%5,424,903 1,019,233 COMPARATIVE City of Prior Lake Water Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) COMPARATIVE Total Expenditures Personnel and current expenditures (excluding depreciation) 41520.00 Finance 121,121 121,121 113,660 7,461 94%120,062 6,402 49400.00 Water 2,834,696 3,090,793 3,006,706 84,087 97%2,544,119 (462,587) 2,955,817 3,211,914 3,120,366 91,548 97%2,664,182 (456,184) Depreciation 601-49400.00-54200.00 Water - - 1,059,317 (1,059,317) n/a 1,037,601 (21,717) 1,059,317 (1,059,317) n/a 1,037,601 (21,717) Principal 601-49400.00-56010.00 Water 130,000 130,000 130,000 - 100%- (130,000) 130,000 130,000 130,000 - 100%- (130,000) Debt Service 601-49400.00-56500.00 Contra Debt Service - Enterprise Prin - - (130,000) 130,000 n/a - 130,000 130,000) 130,000 n/a - 130,000 Interest & other 601-49400.00-56110.00 Water 39,850 39,850 39,730 120 100%44,642 4,912 39,850 39,850 39,730 120 100%44,642 4,912 Capital improvements 601-49400.00-55530.00 Infrastructure 797,700 797,700 63,818 733,883 8%24,747 (39,071) 601-49400.00-55570.00 Machinery and equipment 135,500 209,312 49,573 159,739 24%64,352 14,779 601-49400.00-55580.00 Software - - - - n/a 16,153 16,153 933,200 1,007,012 113,391 893,621 11%105,251 (8,140) 601-49400.00-55700.00 Contra Capital Outlay - - (49,573) 49,573 n/a (88,092) (38,519) 601-49400.00-51479.00 PERA Pension Expense - - 118,198 (118,198) n/a 36,348 (81,850) Total Expenditures 4,058,867 4,388,776 4,401,428 (12,652) 3,799,931 (601,497) Other Financing Sources Contribution of assets 601-00000.00-37901.00 Contribution (Other Fund)- - 768,036 768,036 n/a 1,710,645 (942,609) 601-00000.00-37902.00 Contribution (Developers)- - - - n/a 1,055,853 (1,055,853) 768,036 768,036 n/a 2,766,498 (1,998,462) Transfers in 601-00000.00-39203.00 Transfer from Other Funds - - 163,937 163,937 n/a - 163,937 163,937 163,937 n/a - 163,937 Contribution of assets 601-80000.00-57901.00 Capital Contributions (Other Fund)- - - - n/a (38,489) (38,489) City of Prior Lake Water Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) COMPARATIVE n/a (38,489) (38,489) Debt Issued 601-00000.00-39315.00 Projects - Bond Premium - - 20,488 20,488 n/a - 20,488 601-49400.00-39315.00 Projects - Bond Premium - - - - n/a 16,762 (16,762) 20,488 20,488 n/a 16,762 (3,726) Total Other Financing Sources - - 952,461 952,461 n/a 2,744,771 (1,876,739) Other Financing Uses Transfers out 601-80000.00-59203.00 Transfers to other funds 938,963 938,963 1,659,590 (720,627) 177%1,744,715 85,125 938,963 938,963 1,659,590 (720,627) 177%1,744,715 85,125 Total Other Financing Uses 938,963 938,963 1,659,590 (720,627) 177%1,744,715 85,125 Total Revenues/ Other Financing Sources 5,481,944 5,481,944 7,396,597 1,914,653 135%8,169,674 (857,506) Total Expenditures/Other Financing Uses 4,997,830 5,327,739 6,061,018 (733,279) 114%5,544,646 (516,372) Net Change 484,114 154,205 1,335,579 1,181,374 2,625,028 (341,134) City of Prior Lake Sewer Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Sewer Charges 604-49450.00-37102.00 Utility Receipts - Sewer 2,287,093 2,287,093 1,715,511 (571,582) 75%1,817,933 (102,422) 604-49450.00-37104.00 Utility Recpt-Sewer MCES 2,002,180 2,002,180 1,827,595 (174,585) 91%1,877,381 (49,786) 604-49450.00-37160.00 Penalties 20,000 20,000 5,583 (14,417) 28%5,982 (400) 4,309,273 4,309,273 3,548,688 (760,585) 82%3,701,297 (152,609) Capital Facility charges 604-49450.00-37110.00 Utility Base Fee Revenue 1,131,684 1,131,684 1,140,769 9,085 101%1,113,370 27,399 1,131,684 1,131,684 1,140,769 9,085 101%1,113,370 27,399 Total Operating Revenue 5,440,957 5,440,957 4,689,457 (751,500) 86%4,814,667 (125,210) Non-Operating Revenue Intergovernmental 604-49450.00-33630.20 Metro Council Grants - Capital - - 61,715 61,715 n/a - 61,715 61,715 61,715 n/a - 61,715 Interest (losses) on investments 604-00000.00-36210.00 Interest Earnings 38,400 38,400 131,201 92,801 342%70,636 60,565 604-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 64,375 64,375 n/a (183,501) 247,875 38,400 38,400 195,576 157,176 509%(112,865) 308,440 Miscellaneous Revenues 604-00000.00-36102.00 County Assess. Collections - - 2,890 2,890 n/a 885 2,005 604-00000.00-36212.00 Miscellaneous Revenue - - 5,100 5,100 n/a 3,880 1,220 604-49450.00-37190.00 Miscellaneous Revenue Adj - - - - n/a (2) 2 604-00000.00-39102.00 Sale of Property - - - - n/a 139,046 (139,046) 604-42100.00-36231.00 PERA Pension Contributions - - 47 47 n/a 2,742 (2,695) 8,037 8,037 n/a 146,551 (138,514) Total Non-Operating Revenue 38,400 38,400 265,328 226,928 691%33,686 231,641 Total Revenue 5,479,357 5,479,357 4,954,785 (524,572) 90%4,848,353 106,432 COMPARATIVE City of Prior Lake Sewer Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) COMPARATIVE Total Expenditures Personnel and current expenditures (excluding depreciation) 41520.00 Finance 120,598 120,598 113,304 7,294 94%119,410 6,106 49450.00 Sewer 3,021,564 3,027,660 2,908,360 119,300 96%2,874,206 (34,154) 3,142,162 3,148,258 3,021,664 126,594 96%2,993,616 (28,048) Depreciation 604-49450.00-54200.00 Sewer - - 730,684 (730,684) n/a 684,405 (46,278) 730,684 (730,684) n/a 684,405 (46,278) Principal 604-49450.00-56010.00 Sewer 130,000 130,000 130,000 - 100%- (130,000) 130,000 130,000 130,000 - 100%- (130,000) Debt Service 604-49450.00-56500.00 Contra Debt Service - Enterprise Prin - - (130,000) 130,000 n/a - 130,000 130,000) 130,000 n/a - 130,000 Interest & other 604-49450.00-56110.00 Sewer 39,850 39,850 39,730 120 100%44,642 4,912 39,850 39,850 39,730 120 100%44,642 4,912 Capital improvements 604-49450.00-55010.00-SWR23-000001 Projects - Contract Vouchers - - 292,109 (292,109) n/a - (292,109) 604-49450.00-55530.00 Infrastructure 724,000 724,000 150,451 573,549 21%34,935 (115,516) 604-49450.00-55570.00 Machinery and equipment 247,000 320,813 305,485 15,328 95%174,934 (130,551) 604-49450.00-55580.00 Software - - - - n/a 16,153 16,153 971,000 1,044,813 748,046 296,768 72%226,022 (522,023) 604-49450.00-55700.00 Contra Capital Outlay - - (752,678) 752,678 n/a (209,248) 543,430 604-49450.00-51479.00 PERA Pension Expense - - (57,961) 57,961 n/a 46,289 104,250 Total Expenditures 4,283,012 4,362,921 3,729,484 633,437 3,785,726 56,243 Other Financing Sources Contribution of assets 604-00000.00-37901.00 Contribution (Other Fund)- - 541,136 (541,136) n/a 787,994 246,858 604-00000.00-37902.00 Contribution (Developers)- - - - n/a 1,457,489 1,457,489 541,136 (541,136) n/a 2,245,483 1,704,347 Debt Issued 604-00000.00-39315.00 Projects - Bond Premium - - 20,488 (20,488) n/a - (20,488) 604-49450.00-39315.00 Projects - Bond Premium - - - - n/a 16,762 16,762 20,488 (20,488) n/a 16,762 (3,726) City of Prior Lake Sewer Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) COMPARATIVE Transfers in 604-00000.00-39203.00 Transfer from Other Funds - - 78,197 (78,197) n/a - (78,197) 78,197 (78,197) n/a - (78,197) Total Other Financing Sources - - 639,820 (639,820) n/a 2,262,244 1,622,425 Other Financing Uses 604-80000.00-59203.00 Transfers to other funds 330,750 330,750 744,828 (414,078) 225%847,903 103,075 604-49450.00-57000.00 Loss on Disposal of Assets - - 94,246 (94,246) n/a - (94,246) Total Other Financing Uses 330,750 330,750 839,074 (508,324) n/a 847,903 8,829 Total Revenues/ Other Financing Sources 5,479,357 5,479,357 5,594,605 (1,164,392) 102%7,110,597 1,728,856 Total Expenditures/Other Financing Uses 4,613,762 4,693,671 4,568,558 125,113 97%4,633,629 65,071 Net Change 865,595 785,686 1,026,046 (1,039,279) 2,476,968 1,663,785 City of Prior Lake Water Quality Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Storm Water Charges 602-49420.00-37120.00 Storm Water Revenue 1,356,333 1,356,333 1,411,227 54,894 104%1,251,351 159,876 602-49420.00-32250.00 Wetland Application Fee - - 450 450 n/a 1,738 (1,288) 1,356,333 1,356,333 1,411,677 55,344 104%1,253,088 158,589 Water Charges 602-49420.00-37160.00 Penalties 4,000 4,000 1,521 (2,479) 38%1,432 88 4,000 4,000 1,521 (2,479) 38%1,432 88 Total Operating Revenue 1,360,333 1,360,333 1,413,198 52,865 104%1,254,521 158,677 Non-Operating Revenue Interest (losses) on investments 602-00000.00-36210.00 Interest Earnings 25,100 25,100 81,454 56,354 325%40,678 40,776 602-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 42,864 42,864 n/a (108,915) 151,779 25,100 25,100 124,318 99,218 495%(68,238) 192,555 Miscellaneous Revenues 602-00000.00-36212.00 Miscellaneous Revenue - - 17,414 17,414 n/a - 17,414 602-49420.00-37190.00 Miscellaneous Revenue Adj - - - - n/a 0 0 602-49420.00-33422.10 State Aids/Grants - Operating Grants - - 27,000 (27,000) n/a - (27,000) 602-00000.00-36102.00 County Assess. Collection - - (3,994) 3,994 n/a 3,994 7,988 602-42100.00-36231.00 PERA Pension Contributions - - 17 (17) n/a 1,166 1,149 40,437 (5,609) n/a 5,160 (449) Total Non-Operating Revenue 25,100 25,100 164,755 93,609 656%(63,077) 192,106 Total Revenues 1,385,433 1,385,433 1,577,952 146,473 114%1,191,443 350,783 COMPARATIVE City of Prior Lake Water Quality Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) COMPARATIVE Total Expenditures Personnel and current expenditures (excluding depreciation) 49420.00 Water Quality 665,655 665,655 453,156 212,499 68%469,444 16,287 665,655 665,655 453,156 212,499 68%469,444 16,287 Depreciation 49400.00 Water Quality - - 107,388 (107,388) n/a 97,893 (9,495) 107,388 (107,388) n/a 97,893 (9,495) Capital improvements 602-49420.00-55020.00 Projects - Engineering - 50,000 - 50,000 0%- 602-49420.00-55050.00 Projects - Professional Services - - 185,258 (185,258) n/a - 602-49420.00-55530.00 Infrastructure 711,000 661,000 121,190 539,810 18%493,073 371,883 711,000 711,000 306,448 404,552 43%493,073 371,883 602-49420.00-55700.00 Contra Capital Outlay - - - - n/a (178,101) (178,101) 602-49420.00-51479.00 PERA Pension Expense - - (47,540) 47,540 n/a 18,222 65,762 Total Expenditures 1,376,655 1,376,655 819,453 557,202 60%900,531 266,336 Other Financing Sources Contribution of assets 602-00000.00-37901.00 Contribution (Other Fund)- - 420,111 (420,111) n/a - (420,111) 602-00000.00-37902.00 Contribution (Developers)- - - - n/a 636,102 636,102 420,111 420,111 n/a 636,102 215,991 Total Other Financing Sources - - 420,111 420,111 n/a 636,102 215,991 Other Financing Uses 602-80000.00-59203.00 Transfers to other funds 110,000 110,000 110,000 - 100%122,309 12,309 Total Other Financing Uses 110,000 110,000 110,000 - 100%122,309 12,309 Total Revenues/ Other Financing Sources 1,385,433 1,385,433 1,998,063 566,584 144%1,827,545 566,774 Total Expenditures/Other Financing Uses 1,486,655 1,486,655 929,453 557,202 63%1,022,840 278,645 Net Change (101,222) (101,222) 1,068,611 1,123,787 804,706 845,419 City of Prior Lake Economic Development Authority Special Revenue Fund As of 12/31/2023 Preliminary & Unaudited) Variance from Variance 2023 2023 2023 Amended Budget - % BDGT Actual from 2022 Budget Amended Actual Positive ( Negative)USED 12/31/2022 Positive (Negative) Revenues Taxes 240-00000.00-31010.00 Current Property Taxes 370,000 370,000 342,910 (27,090) 93%345,078 (2,168) 240-00000.00-31040.00 Fiscal Disparities - - 26,122 26,122 n/a 14,575 11,547 Taxes 370,000 370,000 369,032 (968) 100%359,653 9,379 Charges for Services 240-46500.00-34760.02 Facility Rental - EDA 24,588 24,588 24,588 - 100%24,588 - Charges for Services 24,588 24,588 24,588 - 100%24,588 - Interest (losses) on investments 240-00000.00-36210.00 Interest Earnings 2,600 2,600 11,221 8,621 432%2,590 8,631 240-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 6,846 6,846 n/a (4,502) 11,348 240-46500.00-36226.00 Realized Inv.Gain(Loss)- - - - n/a 36,433 (36,433) Interest (losses) on investments 2,600 2,600 18,067 15,467 695%34,521 16,454 Contributions and Donations 240-00000.00-36230.00 Contributions and Donations - - - - n/a 15,000 (15,000) Contributions and Donations - - - - n/a 15,000 (15,000) Total Revenues 397,188 397,188 411,687 14,499 104%433,763 (22,075) Expenditures Function: Economic Development 46500.00 ECONOMIC DEVELOPMENT 627,615 627,615 180,686 446,929 29%159,041 (21,645) Total Expenditures 627,615 627,615 180,686 446,929 29%159,041 (21,645) Net Change (230,427) (230,427) 231,001 274,721 COMPARATIVE Variance from % Variance from 2023 2023 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) MAYOR & COUNCIL 81,421 78,570 2,851 4% PERSONNEL: Council allowance spending below budget by $4.5k partially offset by purchase of Council Ipads and keyboards ORDINANCE 6,000 3,719 2,281 38%Varies based public hearing activity ADMINISTRATION 366,822 379,825 (13,003) -4% MEMBERSHIPS: $5k SCALE dues above budget (fee is $15k);$1.5k for Craig Rapp consulting; $3k Hwy 169 corridor coalition not budgeted BOARDS & COMMISSIONS 15,471 5,590 9,881 64% PERSONNEL: Less meetings in 2023 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 128,217 125,182 3,035 2%MEMBERSHIPS: Municode project not complete, budget will be carried forward to 2024. ELECTIONS 43,240 25,516 17,724 41% SMALL EQUIPMENT: Upgrade of election poll pads and modems under budget. Budget based on Scott County estimate. Quote/Cost came in lower than original county estimate. FINANCE 709,700 659,658 50,042 7% PERSONNEL: Analyst hired later in year than budgeted; Health insurance savings as new hires budgeted at family rate. INTERNAL AUDITING 43,700 47,345 (3,645) -AUDIT SERVICES: OPEB actuarial services of $4.1k. OPEB equirements can vary by year. ASSESSING 239,135 238,629 506 1% LEGAL 210,000 230,049 (20,049) -8%LEGAL SERVICES - LOBBYING: Increased planned use by $20k after budget was adopted HUMAN RESOURCES 381,223 395,772 (14,549) -7% PERSONNEL: $20k over budget for overlap between new and existing HR Coordinator position for training purposes and A Schroeder sick and vacation payout. PROFESSIONAL SERVICES: Firefighter preemployment tests $8k less than budget COMMUNICATIONS 170,008 148,820 21,188 6% SMALL EQUIPMENT: Budget of $11k not used as determined purchase of recessed screen, controller panel and related equipment could be delayed. PUBLIC EDUCATION INFORMATION: $6k favorable to budget/use of funds is project dependent COMMUNITY DEVELOPMENT 369,784 332,350 37,434 22% PERSONNEL: $18k budget savings due to open planner position PROFESSIONAL SERVICES: $15k favorable to budget/use of funds is project dependent. INFORMATION TECHNOLOGY 477,111 458,019 19,092 5% PERSONNEL: $7k health insurance savings as new hire budgeted at family rate SMALL EQUIPMENT: $10k budget savings as printer purchase delayed until 2024. Attachment 1 - General Fund Budget to Actual Expenditure Detail by Function and Department CommentsDepartment 1 of 5 Attachment 1 - General Fund Budget to Actual Expenditure Detail by Function and Department FACILITIES - CITY HALL 560,155.00 578,472 (18,317) -4% INSURANCE- GEN LIABILITY: $22k above budget due to 1) Municipal Liability Experience Modifier increased from a 1.007 debit to a 1.016 debit, resulting in the liability premium increase. This is largely due to legal costs incurred in claim from Prior Lake Tobacco and Vape. General liability balance also includes $12k for deductible expenditures not budgeted separately INSURANCE - PROPERTY: $12k above budget. The property/ casualty premium increased by 17.2% as compared to the budgeted increase of 6%. This was due to LMCIT rate increases, added locations (warming house) and increased replacemed cost limits for Fire Station #1. UTILITIES-ELECTRIC: $14k under budget. Total - Function General Government 3,801,987$ 3,707,516$ 94,471$ 2% 2 of 5 Attachment 1 - General Fund Budget to Actual Expenditure Detail by Function and Department 2022 2023 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) POLICE 6,582,064 6,339,143 242,921 4% PERSONNEL- $56 favorable to budget: 1) 170k net savings due to open positions during the year ; 2) OT above budget by $154k to cover staffing needs and due to additional staffing needed for new hire training; 3) Workers comp $40k below budget due to open positions and budget reflects an experience modifier of 72 (used 2022 actual). 2023 experience mod came in lower at .64. CURRENT EXPENDITURES & CAPITAL OUTLAY - $186k favorable to budget: Main drivers of variance include 1) $Fuel 57k favorable to budget (Budget was 26k gallons at $4.50/gallon; actual was 17.7k gallons at an average of $3.37/gallon); 2) $43k under budget for sqaud equipment and tech to outfit vehicles that did not arrive in 2023 so budget carried forward to 2024 and 3) $43k under budget for technology projects and equipment needs identified by IT, however, work delayed until 2024. FIRE 1,980,883 1,981,949 (1,066) 0% PERSONNEL - $2k over budget: Components are 1) $18k favorable to budget for combined FullTime/ Paid on Call/Overtime; 2)$34k favorable to budge for health insurance as budgeted at family coverarge, ~half of firefighters elected employee only coverage, and 3) pension contribution pass through to Fire Relief Association higher than budget by $69k (budgeted based on prior year actual/current yr based on State formula). CURRENT EXPENDITURES & CAPITAL OUTLAY- $1K below budget: Main drivers include 1) Fuel $10k favorable to budget (cost/gallon at $3.37 compared to budget of $4.50) and 2) Building Improvements higher than budget by $9k forFS #1 lockerr room floors BUILDING INSPECTION 885,751 801,189 84,562 10% PERSONNEL - $59k favorable to budget: Dev Services Assistant and Seasonal staff (C. Callahan) working fewer hours than planned CAPITAL EXPENDITURES: $26k favorable to budget as contracted building inspection services budgeted but not used and fuel cost under budget. EMERGENCY MANAGEMENT 23,920 17,662 6,258 26% CURRENT EXPENDITURES: Not able to complete planned training with change in commander positions and training availability and electric utilities less than budget. ANIMAL CONTROL 28,800 28,800 - 0% Total - Function Public Safety 9,501,418$ 9,168,744$ 332,674$ 4% Department Comments 3 of 5 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) ENGINEERING 447,171 462,567 (15,396) -3% PERSONNEL- $9k unfavorable to budget: Primarily for engineering asst OT on street projects CURRENT EXPENDITURES - $7k unfavorable to budget: Main drivers of variance are fuel $14k favorable to budget (cost/gallon at $3.37 compared to budget of $4.50) and $23k unfavorable for professional services due to WSB general engineering support (Chris Keller) to cover for open assistant city engineer position STREET 1,675,601 1,508,398 167,203 10% PERSONNEL: $25k personnel cost favorable to budget due to open position. FUEL: $95k favorable to budget. Budgeted at a higher fuel rate of $4.50/gallon. Price has subsequently dropped to an average of $3.37/gallon through Q4. SNOW & ICE MGMT: $51k unfavorable to budget. Replenished materials depleted during the 2022/2023 winter season STREET MAINTENANCE: Favorable to budget by $95k for work under JPA that was not completed CENTRAL GARAGE 553,623 542,225 11,398 2% Primarily fuel favorable to budget. Budgeted at a higher fuel rate of $4.50/gallon. Price has subsequently dropped to an average of $3.37/gallon through Q4. DEVELOPMENT PROJECTS - 72,528 (72,528) -PROFESSIONAL SERVICES: Antenna and development plan review costs for various projects Total - Function Public Works 2,676,395$ 2,585,718$ 90,677$ 3% Department Comments 4 of 5 Attachment 1 - General Fund Budget to Actual Expenditure Detail by Function and Department Variance from % Variance from 2023 2023 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) RECREATION 486,840 483,811 3,029 1% PERSONNEL: Personnel costs favorable to budget by $25k due to favorability in part-time wages (L Young) and seasonal hires. CURRENT EXPENDITURES: Program expenditures 22k higher than budget primarily to cover instructor fees and communit event costs (additional program revenue amd community event sponsorships received that covered these expenditures.) PARKS 1,928,943 1,766,831 162,112 8% PERSONNEL: $22k favorable in personnel costs. Fewer staff hired than projected and staff worked shorter terms than planned. FUEL: 23k favorable to budget. Budgeted at a higher fuel rate of $4.50/gallon. Price has subsequently dropped to an average of $3.37/gallon through Q4. PROFESSIONAL SERVICES: $17k favorable to budget. The need and use of this line item for professional services is dependent on the level and number of park related planning projects that are undertaken on an annual basis. MAINTENANCE: $77k favorable for for landscape/trail/sidewalk work. Staffing transitions in 2023 led to less contracted work being scheduled and completed. LIBRARIES 85,277 61,618 23,609 28% MAINTENANCE: Fewer repairs and maintenance activities were required in 2023 than have been historically required on an annual basis and cleaning contract favorable to budget (budget completed before contract finalized). Total - Function Culture and Recreation 2,501,060$ 2,312,260$ 188,751$ 8% Variance from % Variance from 2022 2022 Amended Budget - Amended Budget - Amended Actual Positive ( Negative)Positive ( Negative) TRANSFERS TO OTHER FUNDS 633,888 633,888 - 0%1) Fire Station #2 debt service transfer and 2) budgeted $400k transfer to street project funding. Total -Transfers Out 633,888$ 633,888$ -$ 0% Department Comments Department Comments 5 of 5