Loading...
HomeMy WebLinkAbout05(E) - Approval of Preliminary 2024 Year End Financials City of Prior Lake | 4646 Dakota Street SE | Prior Lake MN 55372 CITY COUNCIL AGENDA REPORT ITEM: 5E MEETING DATE: April 22, 2025 PREPARED BY: Angela Gieseke, Financial Analyst Jason Etter, Senior Financial Analyst Nicole Klekner, Assistant Finance Director PRESENTED BY: Cathy Erickson, Finance Director AGENDA ITEM: Approval of Preliminary 2024 Year End Financials RECOMMENDED ACTION: Motion and second to accept the December 31, 2024, Financial Report as submitted. BACKGROUND: Staff have prepared preliminary summary financial reports for the City of Prior Lake (attached) as of December 31, 2024. The reports reflect revenue and expenditure activity during 2024. 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 12/31/24 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: Key points for 2024: Preliminary financial information reflects revenues exceeding expenditures by $2,406,324. The General Fund reserve balance is projected at $13,106,000 as of 12/31/2024 which is equal to a 59% reserve balance. This net addition to fund balance is summarized below: Item 5E Page | 2 Total Revenues $ 22,758,000 Total Expenditures 20,352,000 Net Change-Add to Fund Balance 2,406,000 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 $ 1,711,000 Expenditures less than budget 1,011,000 Planned Use of Reserves (316,000) Net Change-Add to Fund Balance 2,406,000 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 $22,758,116 through 12/31/24 or 108% of the annual amount budgeted. Preliminary reports show that General Fund actual revenues were higher than the 2024 budget by $1,711,513. Positive = revenue above budget; (Negative) = revenue less than budget The following table highlights the revenue categories that comprise the $1.7M favorable variance to budget: Revenue Classification 2024 2024 Amended Actual Taxes 14,047,266 13,950,490 (96,776) -1% Licenses and Permits 617,238 868,935 251,697 41% Intergovernmental 3,348,632 3,586,572 237,940 7% Charges for Services 1,887,267 2,055,300 168,033 9% Fines and Forfeitures - 103,765 103,765 Interest (losses) on investments 160,000 692,556 532,556 333% Other Revenue 133,800 624,098 490,298 366% Transfers in 852,400 876,400 24,000 3% Total Revenues 21,046,603$ 22,758,116$ 1,711,513$ 8% $ Variance from Amended Budget Positive (Negative) % Variance from Amended Budget Positive (Negative) Item 5E Page | 3 Revenue Category Revenues Compared to Amended Budget Favorable/(Unfavorable) Property Taxes – 99.2% collection rate plus delinquent collections. Drivers are cumulative increase in delinquent taxes of $40k and fiscal disparities $42k lower than original estimate from Scott County (96,000) Intergovernmental: State road and bridge aid (23,000) Police Aid 91,000 State Fire Aid – this is a direct pass through to the Fire Relief Association; and State Fire Training Aid; $72k and 22k respectively 94,000 Federal Grants 16,000 Local Grants 45,000 ISD#719- Incudes two months of the 2023/2024 school year SPA amount per short-term JPA agreement 15,000 License & Permits/Charges for Services: Building Permits & Plan Check Fees which includes Jeffers Waterfront multifamily building permit/fees of $217k 340,000 Franchise Fees (15,000) Tower Leases includes additional rent for Sprint equipment prior to decommission and Cedarwood St additional antenna on water tower. 23,000 Recreation Revenues primarily for instructor led classes 21,000 Facility Revenues primarily pavilion rental 16,000 Contract Services 47,000 Court Fines - this is a direct pass through to the Scott County 101,000 Interest (losses) on Investments: Interest Earnings 439,000 Investment Fair Value Adjustment 94,000 Miscellaneous Revenues: Developer Agreements Excess TIF from Shepherd's Path TIF District close out 347,000 SCALE reimbursement for legal lobbying fees 49,000 Contributions & Donations 62,000 Other Miscellaneous Revenues 32,000 Transfer In Revenues 24,000 Other Adjustments (11,000) Estimated Total Revenues Exceeding Budget 1,711,000 Item 5E Page | 4 Taxes Property tax revenue totaled $13.95M. Current tax collections were at 99.4% of the budget, which is consistent with 2023 collections of 99.3% of budget. Delinquent collections totaled $18k which is consistent with prior years. Licenses and Permits Licenses and permits are 141% of the budget due to Jeffers Waterfront Apartment permit/fees of $271k received in Q1. The residential building permit budget for the year is 87 units and actual units are 55. Due to the uncertainty/timing of the multi-family housing projects in the development process, staff did not budget for multi-family permits and fees. The following table provides a breakdown of the 2024 activity by year. The following chart shows building permit activity and average values for the years 2020 through 202 4. 2020 2021 2022 2023 2024 Permits Issued: Single Family 158 132 100 68 51 Townhomes 4 - 4 1 4 MF Units - - - 1 1 Commercial/ Industrial 6 7 2 4 5 Miscellaneous 2.910 2,700 2,397 2,307 2,178 Total Permits 3,078 2,839 2,504 2,380 2,239 Average Value: Single Family $345,000 $400,325 $404,906 $445,979 $554,084 Townhomes $208,000 - $168,000 - $168,000 MF Units - $1,800,000 $296.217 Commercial/ Industrial $1,463,000 $1,567,000 $360,000 $1,761,115 $101,357 The value of building permits issued increased 61% from $59.5 million in 2023 to $95.9 million in 2024. The following chart shows the building permit valuation changes by category from 2023 to 202 4. 73% of the valuation increase is due to the Jeffers Waterfront multifamily apartment building. The average valuation of a Single-Family home increased 24% from the prior year, but total Single-Family valuation is down 7% compared to the prior year, as 55 permits were issued in 2024 as compared to 68 in 2023. Total Industrial/Commercial valuation is up 40% as compared to 2023. 2024 included Culvers and an office building commercial development projects. Lastly, the city saw an increase in residential and commercial addition valuation in 2024. Item 5E Page | 5 Building Permit Valuation Increase/(Decrease) % Change Single Family $ (2,068,000) (7%) Townhouses 672,000 Multiple Units 26,933,000 1496% Industrial & Commercial 2,787,000 40% Additions & Alterations 8,126,000 23% Total Valuation Increase/(Decrease) $36,450,000 61% Intergovernmental Revenue Intergovernmental revenue for 2024 totaled $3,586,572 which is $238k higher than budget. Positive = budget savings; (Negative) = expenditure exceeds budget • State Road Aid is down $23k (5%) to budget. This aid is based on funding set by the legislature. • State Aid for Police is $91k (27%) favorable to budget due to state funding increase and $14k for state healthcare reimbursement for two disabled officers/former employees. • State Aid for Fire is $94k (29%) favorable to budget due to increased pension contribution from the state of $72k (Budget is based on prior year actual.) and a $22k increase in Fire Training state aid. • $69,775 was budgeted for School Resource Officer (SRO) Liaison Aid revenue. Additional revenue of $15k was received for two months of the 2023/2024 school year SPA amount per short-term JPA agreement. Intergovernmental revenue includes the following two items: • The SMSC contribution was $1.2M in 2024 based on the agreement negotiated with the SMSC. • Township Fire & Rescue Aid was $960k based on the fire and rescue agreement with the City of Credit River and Spring Lake Township. Charges for Services Charges for Services revenue for 2024 are $2,055,300 which is $168k more than budget. The drivers of the variance to budget are summarized below: Positive = budget savings; (Negative) = expenditure exceeds budget • $87k for plan check fees above budget. This includes plan check fees of $87k for the Preserve at Jeffers Pond apartment building. New residential units came in at 63% of budget (55 actual/87 budgeted). The city also collected new commercial construction fees for Culvers and an office building. • $23k above budget for Tower antennae leases due to additional rent for Sprint equipment prior to decommission and Cedarwood St additional antenna on water tower. • $47k for contracted services above budget primarily for Parks ($24k for field striping and 17k for Rotary Musicfest) and $6k above budget for Police. • $21k Recreation program revenue above budget primarily for instructor led classes. • $16k for facility rentals above budget primarily for Pavilion/Park Shelter rental. • Franchise fees are below budget by $15k as fewer cable TV subscribers. Fines and Forfeitures Court fine revenue and passthrough expenditure: The Office of the State Auditor (OSA) required a change in accounting to record the revenue and offset/passthrough expenditure separately on the Statement of Revenue and Expenditures. Previously, staff recorded all activity through Due to Other Governments liability account. The amount of revenue and passthrough expenditure is Item 5E Page | 6 $10 1k. The net impact on the General Fund balance is zero as the revenue received from the State of MN is paid out to Scott County. Other Revenue Net Interest on investments is $693k which is $533k higher than budget primarily due to 1) net interest earnings above budget by $189k (budgeted conservatively), 2) $156k Interest earnings based on the lease interest rate applied to the lease receivable balances throughout the year under GASB 87 Accounting for Leases, 3) Investment amortization of $74k and 4) a $94k 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 $624,098 which is above budget by $490k. The primary variances to budget are summarized below: Positive = budget savings; (Negative) = expenditure exceeds budget • $347k for excess TIF from Sheperd’s Path TIF District closed at the end of 2024.This amount was not budgeted as close out of TIF district was not approved until mid-2024. • $49k was collected for SCALE legislative representation. The city paid the expenditure and was reimbursed by SCALE. • $62k of revenue for contributions/donations that are not budgeted/planned but were received primarily for the Parks and Recreation. Transfers 2024 Transfers total $876,400. Transfers include 1) budgeted operating transfers in of $583,300 from the utility funds, 2) budgeted transfers in of $267,100 from the Public Safety special revenue fund, and 3) council approved additional transfers in of $24,000 from the Public Safety special revenue fund for the fire LUCAS device and additional costs for the Police staffing study. A summary of the uses of the one-time Public Safety state aid revenue through 12/31/2024 is shown on Attachment 1. General Fund Expenditures Total General Fund expenditures are $20,351,792 through 12/31/24 which is 95% of the annual amended budget amount. Preliminary reports show that General Fund expenditures were less than the 2024 budget by $1,010,578. A summary of the variances to budget are shown in the table below. Positive = budget savings; (Negative) = expenditure exceeds budget The following table highlights the variances expected in personnel, current expenditures, and capital outlay: Expendtiure Function 2024 2024 Amended Actual General Government 4,525,350 4,133,480 391,870 -9% Public Safety 10,984,434 10,680,233 304,200 -3% Public Works 2,937,321 2,687,169 250,152 -9% Culture and Recreation 2,666,785 2,602,422 64,363 -2% Transfer to other funds 248,488 248,488 - 0% Total Expenditures 21,362,378$ 20,351,792$ 1,010,586$ -5% $ Variance from Amended Budget % Variance from Amended Budget Item 5E Page | 7 Expenditure Category Estimated Expenditures Compared to Budget* Favorable/(Unfavorable) Subtotals by Category Personnel: Savings from Employee Turnover, Hiring Delays, etc. 157,000 Fire Relief Association State Pension Contribution above budget (passthrough expenditure) (72,000) Other Wages (Election Judges) 28,000 Health Insurance Savings 137,000 Workers Comp Insurance Savings 189,000 Other Benefits (2,000) Total Personnel 437,000 Current Expenditures: Supplies: Fuel 144,000 Snow and Ice Management 62,000 Repair & Maintenance Supplies 95,000 Small Equipment 43,000 Maintenance: Maintenance Agreements – Buildings, Equipment, Streets, Central Garage (15,000) Professional Services: County Court Fines (pass-through to Scott County) (101,000) Professional Services (40,000) Personnel Testing and Recruitment 25,000 Other Services & Charges: Training and Employee Development 34,000 Utilities - Electric/Gas/Refuse Hauling/Street & Park Lighting 113,000 Software Service Contract 66,000 Memberships and Subscriptions 32,000 All Other 5,000 Total Current Expenditures 463,000 Total Capital Outlay Expenditures Favorable to budget due to project work to be carried forward to 2025 (City Hall renovation/PD Server & office equipment) 111,000 Other (Transfers Out) - Total Expenditures $1,011,000 positive = budget savings; negative = expenditure exceeds budget Item 5E Page | 8 Personnel: • Savings from Employee Turnover, Hiring Delays: The planner position was open all of 2024, commander position open for two months, Assistant Public Works Director position open September – December 2024. • Fire Relief Association State Pension Contribution above budget (passthrough expenditure) due to an increased pension contribution from the state. This is a passthrough expenditure. • Other Wages (Election Judges): Elections budget for 7,630 election judge hours but only 6,177 hours were worked. • Health Insurance Savings: New employees budgeted at family rate. • Workers Comp Insurance Savings: Budgeted a 5% increase in 2024 workers compensation rates but the insurer, LMCIT, reduced the rates by 15% based on updated actual and projected claim costs. Current Expenditures: • Fuel: Budgeted at a higher fuel rate of $4/gallon. Prices have subsequently dropped to an average of $3.16/gallon through Q4. Also, drier winter in early 2024 contributed to significantly lower fuel expenses. • Snow and Ice Management: Usage down due to mild winter/less snow events. • Repairs & Maintenance: City Hall and Police department projects deferred until Facilities Manager position was in place. Streets are favorable to budget as fewer repairs were needed. • Small Equipment: Primarily Police CGIS equipment requirements deferred until 2025. • Court fine passthrough expenditure: The Office of the State Auditor (OSA) required a change in accounting to record the revenue and offset/passthrough expenditure separately on the Statement of Revenue and Expenditures. Previously, staff recorded all activity through Due to Other Governments liability account. The amount of revenue and passthrough expenditure is $101k. The net impact on the General Fund balance is zero as the revenue received from the State of MN is paid out to Scott County. • Maintenance Agreements – Primarily Central Garage vehicle and equipment repairs higher than budget (varies based on issues that arise) • Professional Services: Unfavorable to budget primarily due to General Engineering Support before the Asst City Engineer was hired and professional services for Public Works Director transition. • Personnel Testing and Recruiting: No expenditures in police department/varies based on hiring needs. • Training and Employee Development: Carryforward of $15k budget to 2025 due to timing of police contracted training course. • Utilities: 1. Electric: City received a refund for the difference between what we paid under interim rates and final approved rates in a recent rate case with Xcel. In July 2024 we received a refund due to lower-than-expected expenses by Xcel and settlement payments related to a case with the MN Public Utilities Commission. 2. Gas: Natural gas prices have decreased from 2023 and the average temperature in Q1 2024 was 8 degrees warmer than Q1 2023, which results in lower natural gas usage. 3. Park & Streets lighting: Partially due to credits received from Xcel Energy over settlement of recent rate cases. • Software Service Contracts: Primarily favorable in IT and Streets due to lower costs than anticipated/budgets will be adjusted in next budget cycle. Item 5E Page | 9 • Memberships: Minor variance to budget across various departments. LMC membership billing change in 2024 resulted in budget savings in administration department of $12k. Capital Outlay: • Favorable to budget due to project work to be carried forward to 2025 (City Hall renovation/Police department server & office equipment) General Fund Planned Use of Reserves: 202 4 use of reserves totaled $315,775. The use of reserves includes the following items: • $130k for Streets and Parks departments for street/trail/sidewalk maintenance (Streets of $90 k and for Parks of $40k) • $88 k for Police department expenditures. Vehicle equipment and technology to outfit new vehicles ordered but not yet received, technology projects/needs identified by the IT department, and new Commander training. • $48k for Axon Squad Cameras contract • $12k for IT security risk assessment • $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. 2024 General Fund Reserves as a % of 2025 Expenditures:  Beginning Balance - $11M  Ending Balance - $13.4M  2024 Reserve Calculation – 60%  2025 Reserve Calculation – 56% Based on the planned use of reserves and budget amendments noted above, the estimated 2024 ending reserve balance is $13.4 million which is equal to a 60% reserve balance based on 2025 estimated expenditures per the city’s long range financial plan. Looking forward to 2025, the 2025 budget was amended to reflect a carryforward of 2025 budget items/use of fund balance reserves of $229.710. The 2025 estimated ending reserve balance is $13.2 M which is a 56% reserve balance based on the 2026 estimated expenditures per the city’s long range financial plan. Based on review of the city’s long-range financial plan, staff recommend maintaining these reserves in the General Fund to maintain the reserve % between 40%-50% over the upcoming five-year period of the city’s long-range financial plan. Debt Service Funds Total revenues of the debt service funds is $6,050,534. Property taxes and special assessments are received in June, December, and January (final tax settlement). 2024 transfers included the closeout of the debt service fund balance for fund 549 (2004 Tax Increment Bonds), Fund 573 (2019 Street Overlay which totaled $2k. The fund balance was transferred to debt service fund 566 (TH13/150th St.) as identified in council resolution 25-036. Item 5E Page | 10 Total expenditures of the debt service funds are $5,178,130. Scheduled bond payments were made in June and December. Ending fund balance is $3.2M. Cable Fund 2024 activity included revenue from cable franchise companies of $18k and expenditures of $4k for live web streaming and hosting. Ending fund balance is $116k. Capital Park Fund Revenues were $337,334 which is $17k less than budget, primarily due to development slowdown so less park dedication fees than planned. Revenue included state aid of $198k for TH13 Trail Segment 5; Park Dedication Fees of $37k were received for Culvers and Radermacher 4th Addition development; Facility rental of $24k for the Pike Lake Park home; interest and unrealized gain on investments of $70k, and $7k from donations. Expenditures were $565,988 and included TH13 Trail Segment 5 and Segment 1 project costs. Expenditures were higher than budget by $250k due to the timing of the project work. Ending fund balance is $1.4M. Revolving Equipment Fund Revenues were $1,519,808. Property taxes, the primary funding source, totaled $797k. Revenues also included $294k of proceeds from the disposal of equipment. An operating transfer of $400k from the utility funds was also received. Equipment purchases totaled $1.8M. Overall, the fund is favorable to budget by $380k primarily due to equipment sale proceeds of $294k (not a budgeted item). Ending fund balance is $770k. Revolving Park Fund Revenues were $811,210, which comes primarily from property taxes and interest. Revenue also included state aid of $300k for the Ponds Park Phase 1 project and $13k for a DNR grant and Scott County recycling grant. Expenditures were $93,638 and were primarily for the Pond Park Phase 2 and the PLAY Miracle Field project. Ending fund balance is $1.2M. Future spending of revolving park fund balance will be guided by the Master Park Plan. Facilities Management Fund Revenues were $375,702, which comes primarily from property taxes. Revenues also included $89k of insurance proceeds from the city hall water damage claim. (Staff anticipates additional insurance proceeds as the claim is processed by the LMCIT.) Facility improvements were $931,777 including $452k for Club Prior/Library renovation, $306k for City Hall water damage and $30k for City Hall and PD facility assessment services. No debt was issued in 2024 due to a shift in project years for future facility projects. Ending fund balance is $796k. Permanent Improvement Revolving Fund Revenue from this fund of $4,453,715 is comprised primarily of franchise taxes, and special assessments. 2024 collection of the pavement management dedicated gas and electric franchise fees was $1,096,647. The 2024 planned project was the Wilds/Jeffers Mill & Overlay. For this project, total assessment revenue in 2024 was $982k and transfers in from the utility funds were $615k. Bond proceeds were $1.6M for debt issued for this project. Expenditures for the project were $5.3M. Fund activity also included a transfer out to the debt service fund of $95k. Ending fund balance is $1M. Item 5E Page | 11 Water Fund The financial report for the Water Fund reflects six bi-monthly billing cycles. Total revenues/Other Financing Sources were $7,503,846. Total Expenditures were $4,862,564, resulting in an add to fund balance of $2.6 M. The city continues to build fund balance to support the capital projects in the city’s long-range financial plan. Operating revenue totaled $4,976,415 which is a decrease of $1,087,171 or 17.9% from 2023. Operating revenue was unfavorable to budget by $565,337. The decrease in water revenue is due to 20% lower consumption throughout the year, especially during the summer and fall months. Non-Operating Revenues were $17,188 more than 2023. This included interest earnings of $291k, and an unrealized gain on investments of $65k. 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, are $2,729,622 which is $390,744 less than 2023, and $788,648 (22.4%) under budget. • Due to the wetter weather and lower consumption in 2024, less water needed to be purchased from the SMSC. Water purchases were below budget by $231k. • Chemicals and Repair and maintenance supplies for water distribution were under budget by $131k due to lower consumption. • Electric utilities were under budget by $64k due to the City receiving a refund for the difference between what we paid under interim rates and final approved rates in a recent rate case with Xcel. In July 2024 we received a refund due to lower-than-expected expenses by Xcel and settlement payments related to a case with the MN Public Utilities Commission. • Maintenance agreements for water distribution and water treatment were under budget by $170k mainly due to less watermain repairs than budgeted. Depreciation expense is $1,082k which is 28.3% of operating expenses. On a cash basis, capital outlay this year was $70,995 and Infrastructure capital expenses were $96,002. Water Improvement Projects – Capital Outlay Budget Actual Comments Total (Machinery & Equipment and Vehicles) $110,500 $70,995 Infrastructure Projects Budget Actual Comments Well Rehab $55,000 $46,287 Filter evaluation 0 3,924 Pump Maintenance inspection 0 11,455 SCADA upgrade 0 34,336 Wilds Booster 15,000 0 Projects Deferred Jeffers PRV 5,000 0 Projects Deferred Total Infrastructure Spending $75,000 $96,002 Item 5E Page | 12 Transfers out include $249,000 for operating transfers, $614,650 for debt service, $81,915 for the Fish Point Road Phase III project transfer, and $94,437 for the 2024 Pavement Management project transfer. $257,313 was transferred in from other funds for the final utility transfer true-up for the Fish Point Road Phase I and Fish Point Road Phase II projects. Other financing sources include $16k for amortization of bond premium. There was $1,856,220 in capital contributions from other funds for watermain assets that were capitalized. Sewer Fund The financial report for the Sewer Fund reflects six billing cycles. Total revenues/Other Financing Sources were $6,648,538. Total Expenditures were $4,894,972, resulting in an add to fund balance of $1.8M. The city continues to build fund balance to support the capital projects in the city’s long-range financial plan. Operating revenue totaled $5,116,181 which is an increase of $426,724 or 9.1% from 2023. The sewer revenue increase is due to a 2% increase in sewer usage from 2023 as well as a rate increase of 5%. Operating revenue was under budget by $209,782. The variance is due to the estimate of residential sewer usage for 2024. The estimate is based on previous year’s data, usage by tier, and new customer estimates. The actual number of new customers was also lower than budget due to a slowdown in the housing market. Non-Operating Revenues were $66,473 less than 2023 due mainly to receiving an inflow and infiltration grant in the prior year. Non -Operating Revenues includes interest earnings of $145k, and an unrealized gain on investments of $32k. 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 $3,419,996 which is $398,332 more than 2023 and favorable to budget by $56,060 (1.6%). • Personnel expenses were under budget by $72k due to open positions. • Repair and Maintenance supplies were under budget by $17k. • Telecommunications were under budget by $66k mainly due to lower expenses for Fleet zoom monitoring. • Electric utilities were under budget by $15k due to the City receiving a refund for the difference between what we paid under interim rates and final approved rates in a recent rate case with Xcel. In July 2024 we received a refund due to lower-than-expected expenses by Xcel and settlement payments related to a case with the MN Public Utilities Commission. • Offset by maintenance agreements over budget by $122k due to additional sewer inspections and repairs. Depreciation expense is $771k which is 18.5% of expenses. On a cash basis, capital outlay this year totaled $456,431 and infrastructure capital expenses were $87,200. Item 5E Page | 13 Sewer Improvement Projects – Capital Outlay Budget Actual Comments Total (Machinery & Equipment and Project – Contract Vouchers) $440,000 $456,431 Estate Lift Station Rehab; Lords Lift Station Rehab; 150th St Lift Station Rehab Sewer Infrastructure Projects Budget Actual Comments Sewer Lining and Inflow/Infiltration Improvements $1,500,000 $87,200 Projects Deferred Total Infrastructure Spending $1,500,000 $87,200 Transfers out included $247,000 for operating transfers, $81,915 for the Fish Point Road Phase III project transfer, and $389,403 for the 2024 Pavement Management project transfer. $88,032 was transferred in from other funds. Other financing sources include capital contributions from other funds of $1.2M in sewer assets that were capitalized, and $16k for amortization of bond premium. Water Quality Fund The financial report for the Water Quality Fund reflects six bi-monthly billing cycles. Total revenues/Other Financing Sources were $2,241,742. Total Expenditures were $1,257,350, resulting in an add to fund balance of $984k. The city continues to build fund balance to support the capital projects in the city’s long-range financial plan. Storm water operating revenue totaled $1,628,445 which is an increase of $215,246 or 15.2% over 2023. This is primarily due to a rate increase from $19.03 to $21.31 (12% increase), 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 $113,652. Non-Operating Revenues were $30,388 more than 2023. This included interest earnings of $137k and an unrealized gain on investments of $24k. 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 $445,044 which was $8,113 less than 2023 and is favorable to budget by $229,756 primarily in personnel expenses ($129k) due to an open position, and maintenance agreements ($108k) due to project timing. Depreciation expense is $107k which is 14.0% of the operating expenses. On a cash basis, capital outlay this year totaled $734,045 and infrastructure capital expenses were $28,794. Stormwater Improvement Projects – Capital Outlay Budget Actual Comments Total(Projects – Contract Vouchers, Engineering, Professional Services) $0 $734,045 Panama & 13 Water Quality Retrofit, 2023 and 2024 Pond Maintenance Projects, 2025 Misc Drainage Project, Markley Lake Ravine Stabilization Item 5E Page | 14 Stormwater Infrastructure Projects Budget Actual Comments Total $1,708,000 $28,794 Projects Deferred – spend was for Markley Lake Monitoring, XPSWMM Model Updates, 2024-2025 Pond Maintenance Projects Transfers out include $113,300 for operating activities, $84,905 for the final utility transfer true-up for the Fish Point Road Phase I project, $108,000 for the Fish Point Road Phase III project transfer, and $131,601 for the 2024 Pavement Management project transfer. $2,395 was transferred in from other funds. Economic Development Authority Special Revenue Fund Funding for the EDA comes primarily from property taxes and facility rental payments from Sebastian Automotive. Revenues of $430,041 exceeded expenditures of $166,579 by $266,462. Components of the increase in fund balance are as follows: ALTERNATIVES: 1. Motion and second, as part of the consent agenda, to approve the preliminary 2024 year end financials as presented. 2. Motion and second to remove from the consent agenda for additional discussion. ATTACHMENTS: 1. Public Safety State Aid Fund 270 Summary of Activity 2. Q4 2024 Financial Report Category Amount Comments Revenue above budget 14,000$ Net Interest (unrealized gain) on investments of $14k more than budget Expenditures below budget (250,000) Purchase of 4556 Colorado St. property reclassificated from property acquisition to Asset Held for Resale as required by accounting standards Expenditures below budget (234,000) Expenditures $235k less than budget due to 1) the 2024 property purchased was $125k less than the budget; 2) $72k favorable to budget, primarily in professional service based on development project timing; 3) Personnel costs $12k less than budget due to open planner position in 2024. 498,000$ Net activy above budget (232,000) Budgeted/Planned use of fund balance reserves for potential property purchase 266,000$ EDA Add to fund balance Attachment 1 Activity Estimated Ending Fund Balance 2023 Funds Received 1,217,937$ 2024: Police officer add (143,000) PD server (30,000) VM license for PD server (15,000) FS1 port switch (7,500) PD Training Suits (4,600) City Hall Core Network Switch: 50% of cost (25,000) PD Scheduling Study (42,000) PD Scheduling Study (4,000) CPR device for fire engine (20,000) Fire Ladder Truck funding (400,000) Net Interest (losses) on investments 44,028 Total Estimated Ending Fund Balance 570,865$ Public Safety State Aid Fund 270 City of Prior Lake General Fund Summary - Comparison to Prior Year As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive (Negative)USED 12/31/2023 Positive (Negative) Revenues Taxes 14,047,266 14,047,266 13,950,490 (96,776) 99%12,118,883 1,831,607 Licenses and Permits 617,238 617,238 868,935 251,697 141%694,941 173,994 Intergovernmental 3,348,632 3,348,632 3,586,572 237,940 107%3,008,035 578,537 Charges for Services 1,887,267 1,887,267 2,055,300 168,033 109%1,902,044 153,256 Fines and Forfeitures - - 103,765 103,765 n/a 2,895 100,870 Interest (losses) on investments 160,000 160,000 692,555 532,555 433%544,766 147,789 Other 133,800 133,800 624,098 490,298 466%128,414 495,684 Transfers in 852,400 852,400 876,400 24,000 103%555,000 321,400 Total Revenues 21,046,603 21,046,603 22,758,116 1,711,513 108%18,954,979 3,803,137 Expenditures General Government 4,495,927 4,525,350 4,133,481 391,869 91%3,707,516 (425,965) Public Safety 10,828,082 10,984,434 10,680,233 304,200 97%9,168,744 (1,511,489) Public Works 2,847,321 2,937,321 2,687,169 250,152 91%2,585,718 (101,451) Culture and Recreation 2,626,785 2,666,785 2,602,422 64,363 98%2,312,259 (290,163) Transfer to other funds 248,488 248,488 248,488 - 100%633,888 385,400 Total Expenditures 21,046,603 21,362,378 20,351,792 1,010,585 95%18,408,125 (1,943,668) Net Change - (315,775) 2,406,324 2,722,098 546,854 (315,775) 2,406,324 COMPARATIVE City of Prior Lake General Fund Revenues As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Taxes 101 31010.00 Current Property Taxes - General Purpos 13,029,707 13,029,707 12,957,796 (71,911) 99%11,013,517 1,944,279 101 31020.00 Delinquent Property Taxes - General Purp - - 17,543 17,543 n/a 36,842 (19,299) 101 31040.00 Fiscal Disparities 1,017,559 1,017,559 975,152 (42,407) 96%1,068,524 (93,372) Total - Taxes 14,047,266 14,047,266 13,950,490 (96,776) 99%12,118,883 1,831,607 Licenses and Permits 101 32100.00 Business Licenses 1,050 1,050 2,200 1,150 210%1,050 1,150 101 32110.00 Liquor Licenses 80,470 80,470 73,795 (6,675) 92%82,179 (8,384) 101 32120.00 Cannabis Fee - - 4,200 4,200 n/a 4,200 - 101 32160.00 Refuse Haulers 5,000 5,000 6,290 1,290 126%5,035 1,255 101 32175.00 Public Private Gathering Permit - - 90 90 n/a 240 (150) 101 32180.00 Cigarette Licenses 2,295 2,295 2,795 500 122%2,295 500 101 32190.00 Community Event Application 5,000 5,000 1,980 (3,020) 40%2,230 (250) 101 32210.00 Building Permits 376,822 376,822 631,834 255,012 168%490,557 141,277 101 32211.00 Retainage Forfeiture - - - - n/a 2,688 (2,688) 101 32215.00 Mechanical Permits 79,548 79,548 68,350 (11,198) 86%51,846 16,504 101 32230.00 Plumbing Permits 56,702 56,702 67,899 11,197 120%41,756 26,143 101 32231.00 Sewer/Water Inspection 4,916 4,916 2,998 (1,919) 61%3,652 (654) 101 32260.00 Burning Permits 4,000 4,000 4,550 3,000 114%4,960 (410) 101 32270.00 Short-term Rental Fee 1,435 1,435 1,955 520 136%2,255 (300) Total - Licenses and Permits 617,238 617,238 868,935 251,697 141%694,941 173,994 Intergovernmental 101 33160.11 Fed Aids/Grants - Operating Police - - 12,350 12,350 n/a 3,425 8,925 101 33416.01 State Aid - Police Train 30,000 30,000 31,423 1,423 105%30,306 1,117 101 33416.02 State Police Aid-Ins Prem 299,000 299,000 378,355 79,355 127%317,608 60,747 101 33417.00 State Aid - Fire Training 20,000 20,000 41,839 21,839 209%32,008 9,831 101 33418.00 State Road & Bridge Aid 467,000 467,000 443,943 (23,057) 95%417,468 26,475 101 33420.00 State Fire Aid-Ins. Prem.299,835 299,835 372,010 72,175 124%334,993 37,017 101 33422.11 State Aids/Grants - Operating Police 3,500 3,500 17,466 13,966 499%13,047 4,419 101 33423.00 Market Value Credit Aid - - 489 489 n/a 456 33 101 33610.10 County Aids/Grants - Operating Grants - - 170 170 n/a 2,989 (2,818) 101 33610.11 County Aids/Grants - Operating Police - - 4,072 4,072 n/a 5,557 (1,486) 101 33620.00 Township Fire & Resc Aid 959,522 959,522 960,250 728 100%750,179 210,071 101 33621.00 Liaison Aid 69,775 69,775 84,742 14,967 121%- 84,742 101 33631.00 Payment in Lieu of Taxes 1,200,000 1,200,000 1,200,000 - 100%1,100,000 100,000 101 33700.10 Miscellaneous Grants - Operating Grants - - 36,631 36,631 n/a - 36,631 101 33700.23 Miscellaneous Grants - Capital Parks - - 2,834 2,834 n/a - 2,834 Total - Intergovernmental 3,348,632 3,348,632 3,586,572 237,940 107%3,008,035 578,537 COMPARATIVE City of Prior Lake General Fund Revenues As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE Charges for Services 101 31810.00 Franchise Taxes 559,000 559,000 543,869 (15,131) 97%557,579 (13,709) 101 34103.00 Zoning & Subdivision Fees 40,000 40,000 37,778 (2,222) 94%30,950 6,828 101 34104.00 Plan Check Fees 244,941 244,941 332,114 87,173 136%234,816 97,299 101 34105.00 Sale of Maps/Publications - Reports 500 500 175 (325) 35%330 (155) 101 34107.00 Assessment Searches - Reports 500 500 425 (75) 85%400 25 101 34108.00 Street Chip Seal Fee-New Development - - - - n/a 4,750 (4,750) 101 34109.00 Project Admin/Eng Fees 246,000 246,000 240,223 (5,777) 98%216,283 23,941 101 34203.00 Accident/Warrant Reports - Reports 200 200 330 130 165%955 (625) 101 34731.00 Adult League Fees 5,000 5,000 4,274 (726) 85%3,931 344 101 34732.00 Recreation Program Fees - Contracted 35,000 35,000 50,967 15,967 146%43,024 7,944 101 34735.00 Recreation Program Fees - Staff Run 65,000 65,000 68,531 3,531 105%53,907 14,624 101 34735.01 Recreation Program Fees - Club Prior 12,000 12,000 13,970 1,970 116%9,300 4,670 101 34760.01 Facility Rental - Regular 48,028 48,028 49,216 1,188 102%50,243 (1,027) 101 34760.87 Facility Rental - Lease 15,600 15,600 15,045 (555) 96%15,281 (236) 101 34761.00 Studio/Pavilion Rental 25,000 25,000 37,315 12,315 149%33,998 3,317 101 34762.00 Park Shelter Rental 20,000 20,000 22,680 2,680 113%93,092 (70,412) 101 34762.01 Boat Slip Rental 71,200 71,200 65,875 (5,325) 93%- 65,875 101 34765.01 Tower Leases - - - - n/a 49,776 (49,776) 101 34765.87 Tower Leases - Lease 260,082 260,082 282,809 22,727 109%245,895 36,914 101 34780.00 Park Admission Fees 30,000 30,000 33,254 3,254 111% 27,324 5,930 101 34782.00 Sign Lease Fees - - - - n/a 250 (250) 101 34783.00 City Contract Services 209,216 209,216 256,447 47,231 123%229,960 26,488 Total - Charges for Services 1,887,267 1,887,267 2,055,300 168,033 109%1,902,044 153,256 Fines and Forfeitures 101 35101.00 County Court Fines - - 100,632 100,632 n/a - 100,632 101 35104.00 Prosecution Restitution - - 3,134 3,134 n/a 2,895 239 Total - Fines and Forfeitures - - 103,765 103,765 n/a 2,895 100,870 Interest (losses) on investments 101 36210.00 Interest Earnings 180,000 180,000 368,872 188,872 205%325,907 42,965 101 36210.87 Interest Earnings - - 156,172 156,172 n/a 65,485 90,687 101 36215.00 Amortization - Premium/Discount (20,000) (20,000) 73,934 93,934 -370%(12,966) 86,900 101 36225.00 Unrealized Inv.Gain(Loss)- - 93,577 93,577 n/a 166,340 (72,763) Total - Interest (losses) on investments 160,000 160,000 692,555 532,555 433%544,766 147,789 Other Miscellaneous Revenues 101 36102.00 County Assess. Collection 4,000 4,000 5,057 1,057 126%5,499 (442) 101 36211.00 Developer Agreements 60,000 60,000 28,035 (31,965) 47%13,136 14,899 101 36212.00 Miscellaneous Revenue 69,800 69,800 523,543 453,743 750%78,882 444,661 101 36230.00 Contributions & Donations - - 10,769 10,769 n/a 4,120 6,648 101 36230.11 Contributions - Shop with a Cop - - 2,665 2,665 n/a 2,000 665 101 36230.12 Contributions and Donations - - 2,000 2,000 n/a 2,000 - 101 36230.13 Contributions and Donations - - 18,444 18,444 n/a 17,105 1,339 City of Prior Lake General Fund Revenues As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE 101 36230.33 Contributions - Charitable Gambling - - 28,500 28,500 n/a - 28,500 101 39102.00 Sale of Property - - 5,086 5,086 n/a 5,672 (586) Total - Other Miscellaneous Revenues 133,800 133,800 624,098 490,298 466%128,414 495,684 Other financing sources 101 39203.00 Transfer from Other Funds 852,400 852,400 876,400 24,000 103%555,000 321,400 Total - Other financing sources 852,400 852,400 876,400 24,000 103%555,000 321,400 Total Revenues 21,046,603 21,046,603 22,758,116 1,711,513 108%18,954,979 3,803,137 City of Prior Lake General Fund Expenditures As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Function: General Government 41110.00 MAYOR & COUNCIL 83,227 83,227 78,524 4,703 94% 78,570 46 41130.00 ORDINANCE 5,000 5,000 8,453 (3,453) 169% 3,719 (4,734) 41320.00 ADMINISTRATION 393,124 393,124 392,322 802 100% 379,825 (12,496) 41330.00 BOARDS & COMMISSIONS 10,950 10,950 7,751 3,199 71% 5,590 (2,161) 41400.00 CITY CLERK 133,989 137,989 134,303 3,686 97% 125,182 (9,121) 41410.00 ELECTIONS 126,332 126,332 105,498 20,834 84% 25,516 (79,982) 41520.00 FINANCE 737,612 743,612 718,055 25,557 97% 659,658 (58,397) 41540.00 INTERNAL AUDITING 44,700 44,700 42,019 2,681 94% 47,345 5,326 41550.00 ASSESSING 258,575 258,575 252,942 5,633 98% 238,629 (14,313) 41610.00 LEGAL 267,214 267,214 271,394 (4,180) 102% 230,049 (41,345) 41820.00 HUMAN RESOURCES 364,352 364,352 358,907 5,445 99% 395,772 36,865 41830.00 COMMUNICATIONS 165,172 165,172 159,062 6,110 96% 148,820 (10,242) 41910.00 COMMUNITY DEVELOPMENT 397,650 397,650 286,032 111,618 72% 332,350 46,318 41920.00 INFORMATION TECHNOLOGY 605,413 624,836 503,649 121,187 81% 458,019 (45,630) 41940.00 FACILITIES - CITY HALL 902,617 902,617 814,570 88,047 90% 578,472 (236,098) Total - Function General Government 4,495,927 4,525,350 4,133,481 391,869 91% 3,707,516 (425,965) Function: Public Safety 42100.00 POLICE 7,165,532 7,301,867 7,006,386 295,480 96% 6,339,143 (667,243) 42200.00 FIRE 2,749,058 2,769,075 2,779,249 (10,174) 100% 1,981,949 (797,300) 42400.00 BUILDING INSPECTION 862,152 862,152 836,520 25,632 97% 801,189 (35,330) 42500.00 EMERGENCY MANAGEMENT 15,340 15,340 29,278 (13,938) 191% 17,662 (11,616) 42700.00 ANIMAL CONTROL 36,000 36,000 28,800 7,200 80% 28,800 - Total - Function Public Safety 10,828,082 10,984,434 10,680,233 304,200 97% 9,168,744 (1,511,489) Function: Public Works 43050.00 ENGINEERING 471,965 471,965 492,621 (20,656) 104% 462,567 (30,054) 43100.00 STREET 1,776,306 1,866,306 1,607,518 258,788 86% 1,508,398 (99,120) 43400.00 CENTRAL GARAGE 599,050 599,050 556,944 42,106 93% 542,225 (14,719) 43600.00 DEVELOPMENT PROJECTS - - 30,086 (30,086) n/a 72,528 42,443 Total - Function Public Works 2,847,321 2,937,321 2,687,169 250,152 91% 2,585,718 (101,451) Function: Culture and Recreation 45100.00 RECREATION 627,505 627,505 582,292 45,213 93% 483,811 (98,481) 45200.00 PARKS 1,966,606 2,006,606 1,995,629 10,977 99% 1,766,831 (228,798) 45500.00 LIBRARIES 32,674 32,674 24,500 8,174 75% 61,618 37,117 Total - Function Culture and Recreation 2,626,785 2,666,785 2,602,422 64,363 98% 2,312,259 (290,163) 80000.00 Transfer to Other Funds 248,488 248,488 248,488 - 100% 633,888 385,400 Total Expenditures 21,046,603 21,362,378 20,351,792 1,010,585 95%18,408,125 (1,943,668) COMPARATIVE City of Prior Lake Expenditures- Personal Services Category Only (Payroll/Taxes/Benefits) As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) GENERAL FUND Function: General Government 41110.00 MAYOR & COUNCIL 76,427 76,427 73,600 2,827 96% 68,430 (5,170) 41320.00 ADMINISTRATION 313,089 313,089 320,999 (7,910) 103% 296,938 (24,061) 41330.00 BOARDS & COMMISSIONS 10,550 10,550 7,751 2,799 73% 5,490 (2,261) 41400.00 CITY CLERK FUNCTIONS 130,660 130,660 130,597 63 100% 121,706 (8,891) 41410.00 ELECTIONS 112,832 112,832 84,660 28,172 75% 121 (84,539) 41520.00 FINANCE 704,542 704,542 692,119 12,423 98% 618,314 (73,805) 41820.00 HUMAN RESOURCES 316,502 316,502 312,210 4,292 99% 320,463 8,253 41830.00 COMMUNICATIONS 143,422 143,422 142,412 1,010 99% 132,267 (10,146) 41910.00 COMMUNITY DEVELOPMENT 348,850 348,850 247,560 101,290 71% 304,020 56,460 41920.00 INFORMATION TECHNOLOGY 256,283 256,283 258,175 (1,892) 101% 240,880 (17,295) 41940.00 FACILITIES - CITY HALL 101,693 101,693 96,879 4,814 95% 91,737 (5,143) Total - Function General Government 2,514,850 2,514,850 2,366,961 147,889 94% 2,200,365 (166,597) Function: Public Safety 42100.00 POLICE 6,238,856 6,238,856 6,065,444 173,412 97% 5,660,169 (405,276) 42200.00 FIRE 2,354,931 2,354,931 2,367,945 (13,014) 101% 1,559,553 (808,391) 42400.00 BUILDING INSPECTION 830,502 830,502 819,895 10,607 99% 789,413 (30,481) Total - Function Public Safety 9,424,289 9,424,289 9,253,283 171,006 98% 8,009,135 (1,244,148) Function: Public Works 43050.00 ENGINEERING 403,645 403,645 391,994 11,651 97% 379,493 (12,501) 43100.00 STREET 582,011 582,011 564,331 17,680 97% 525,463 (38,868) 43400.00 CENTRAL GARAGE 293,500 293,500 279,194 14,306 95% 271,487 (7,707) Total - Function Public Works 1,279,156 1,279,156 1,235,518 43,638 97% 1,176,444 (59,075) Function: Culture and Recreation 45100.00 RECREATION 444,525 444,525 382,145 62,380 86% 296,538 (85,608) 45200.00 PARKS 1,253,181 1,253,181 1,241,216 11,965 99% 1,152,927 (88,289) Total - Function Culture and Recreation 1,697,706 1,697,706 1,623,361 74,345 96% 1,449,464 (173,897) General Fund Payroll Only Expenditures Total 14,916,001 14,916,001 14,479,124 436,877 97% 12,835,408 (1,643,716) EDA FUND Function: Economic Development 46500.00 ECONOMIC DEVELOPMENT 163,834 163,834 126,172 37,662 77% 136,840 10,667 EDA Fund Payroll Only Expenditures Total 163,834 163,834 126,172 37,662 77% 136,840 10,667 COMPARATIVE City of Prior Lake Expenditures- Personal Services Category Only (Payroll/Taxes/Benefits) As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE WATER FUND Function: Water 41520.00 FINANCE 89,344 89,344 89,466 (122) 100% 82,981 (6,485) 49400.00 WATER 826,958 1,009,063 953,931 55,132 95% 1,066,260 112,329 Water Fund Payroll Only Expenditures Total 916,302 1,098,407 1,043,397 55,010 95% 1,149,241 105,844 SEWER FUND Function: Sewer 41520.00 FINANCE 89,344 89,344 89,453 (109) 100% 82,689 (6,763) 49450.00 SEWER 869,044 686,939 565,951 120,988 82% 587,837 21,886 Sewer Fund Payroll Only Expenditures Total 958,388 776,283 655,403 120,880 84% 670,526 15,123 STORM WATER FUND Function: Storm Water 49420.00 WATER QUALITY 370,250 370,250 198,984 171,266 54% 193,742 (5,242) Storm Water Fund Payroll Only Expenditures Total 370,250 370,250 198,984 171,266 54% 193,742 (5,242) City-Wide Total Payroll Expenditures 17,324,775 17,324,775 16,503,081 821,694 95%14,985,757 (1,517,324) City of Prior Lake Debt Service Funds As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Property Taxes Current Property Taxes 3,203,024 3,203,024 3,187,884 (15,140) 100% 3,349,739 (161,855) Special Assessments City Assess. Collections - - 1,306,399 1,306,399 n/a 325,203 981,196 County Assess. Collection 640,649 640,649 427,420 (213,229) 67% 446,204 (18,785) Interest (losses) on investments Interest Earnings 52,900 52,900 108,577 55,677 205% 103,946 4,631 Unrealized Inv.Gain(Loss) - - 35,140 35,140 n/a 42,737 (7,597) Miscellaneous Revenues Miscellaneous Revenues - - 17,000 17,000 n/a - 17,000 Other Financing Sources Transfer from Other Funds 1,010,990 965,990 968,114 2,124 100% 1,243,438 (275,324) Total Revenues 4,907,563 4,862,563 6,050,534 1,187,971 124%5,511,267 539,267 Expenditures Debt Service Principal 4,202,801 4,202,801 4,202,801 0 100% 4,261,693 58,893 Interest and Other 971,142 971,142 973,206 (2,064) 100% 1,024,890 51,685 Transfers to Other Funds 45,000 - 2,124 (2,124) n/a 173,737 171,613 Total Expenditures 5,218,943 5,173,943 5,178,131 (4,188) 100%5,460,321 282,190 Net Change (311,380) (311,380) 872,403 50,946 COMPARATIVE City of Prior Lake Cable Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Charges for Services 210-41340.00-34304.00 PEG Access Fees 17,100 17,100 13,368 (3,732) 78% 16,448 (3,080) Interest (losses) on investments 210-41340.00-36210.00 Interest Earnings - - 3,645 3,645 n/a 2,999 646 210-41340.00-36225.00 Unrealized Inv. Gain (Loss) - - 880 880 n/a 1,544 (663) Total - Interest (losses) on investments - - 4,525 4,525 n/a 4,543 (17) Total Revenues 17,100 17,100 17,893 793 105%20,991 (3,097) Expenditures Current Expenditures 210-41340.00-52400.20 Small Equipment - Technology 6,000 6,000 - 6,000 0% - - 210-41340.00-54020.00 Software Service Contract - - 3,576 (3,576) n/a 3,576 - Total - Current Expenditures 6,000 6,000 3,576 2,424 60% 3,576 - Total Expenditures 6,000 6,000 3,576 2,424 60%3,576 - Net Change 11,100 11,100 14,317 17,415 COMPARATIVE City of Prior Lake Capital Park Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Charges for Services 225-45200.00-34760.01 Facility Rental - Regular - - 24,800 24,800 n/a - 24,800 225-45200.00-34760.87 Facility Rental - Lease 24,000 24,000 - (24,000) 0% 23,967 (23,967) 225-45200.00-34791.00 Dedication Fees 300,000 300,000 36,810 (263,190) 12% 98,937 (62,127) Total - Charges for Services 324,000 324,000 61,610 (262,390) 19% 122,904 (61,294) Intergovernmental 225-45200.00-33422.23-PRK23-000001 State Aids/Grants - Capital Parks - - 198,467 198,467 n/a - 198,467 Total - Intergovernmental - - 198,467 198,467 n/a - 198,467 Interest (losses) on investments 225-00000.00-36210.00 Interest Earnings 30,600 30,600 56,165 25,565 184% 54,821 1,344 225-00000.00-36210.87 Interest Earnings - - (715) (715) n/a (711) (4) 225-00000.00-36225.00 Unrealized Inv.Gain(Loss) - - 14,357 14,357 n/a 26,577 (12,220) Total - Interest (losses) on investments 30,600 30,600 69,807 39,207 228% 80,687 (10,880) Contributions and donations 225-00000.00-36230.00 Contributions & Donations - - 7,450 7,450 n/a 14,300 (6,850) Total - Contributions and donations - - 7,450 7,450 n/a 14,300 (6,850) Total Revenues 354,600 354,600 337,334 (17,266) 95%217,891 119,443 Expenditures 225-45200.00-53100.80 Professional Services-General 5,000 5,000 6,946 (1,946) 139% 65,817 58,871 225-45200.00-55020.00 Projects - Engineering - - 261,141 (261,141) n/a 70,255 (190,885) 225-45200.00-55040.00-PRK23-000001 Projects - Property & ROW Acquisit'n - - 2,800 (2,800) n/a - (2,800) 225-45200.00-55050.00-PRK23-000001 Projects - Professional Services - - 84,054 (84,054) n/a - (84,054) 225-45200.00-55050.00-PRK24-000001 Projects - Professional Services - - 185,260 (185,260) n/a - (185,260) 225-45200.00-55050.00-TRN19-000004 Projects - Professional Services - - - - n/a (23,088) (23,088) 225-45200.00-55530.00 Infrastructure 300,000 300,000 15,787 284,213 5% 23,699 7,912 Total Expenditures 305,000 305,000 555,988 (250,988) 182%136,684 (419,304) Net Change 49,600 49,600 (218,654) 81,207 COMPARATIVE City of Prior Lake Revolving Equipment Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Taxes 410-00000.00-31010.00 Current Property Taxes 800,000 800,000 796,530 (3,470) 100%747,710 48,821 Total - Taxes 800,000 800,000 796,530 (3,470) 100%747,710 48,821 Interest (losses) on investments 410-00000.00-36210.00 Interest Earnings 14,500 14,500 20,932 6,432 144%26,450 (5,518) 410-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 7,642 7,642 n/a 15,132 (7,491) Total - Interest (losses) on investments 14,500 14,500 28,574 14,074 197%41,582 (13,009) Sale of assets 410-00000.00-39102.00 Sale of Property - - 294,704 294,704 n/a 122,667 172,036 Total - Sale of assets - - 294,704 294,704 n/a 122,667 172,036 Transfers in 410-00000.00-39203.00 Transfer from Other Funds - 400,000 400,000 - 100%217,500 182,500 Total - Transfers in - 400,000 400,000 - 100%217,500 182,500 Total Revenues 814,500 1,214,500 1,519,808 305,308 125%1,129,459 390,349 COMPARATIVE City of Prior Lake Revolving Equipment Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE Expenditures Public Safety Police 410-42100.00-55550.00 Vehicles 330,000 370,000 390,294 (20,294) 105%179,992 (210,302) 410-42100.00-55570.00 Machinery & Equipment - - - - n/a 44,315 44,315 Fire 410-42200.00-55550.00 Vehicles - 573,000 615,420 (42,420) 107%83,403 (532,016) 410-42200.00-55570.00 Machinery & Equipment - - - - n/a 96,453 96,453 Building Inspection 410-42400.00-55550.00 Vehicles - 44,000 48,717 (4,717) 111%- (48,717) Emergency Management 410-42500.00-55570.00 Machinery & Equipment 93,200 93,200 30,760 62,440 33%- (30,760) Total Public Safety 423,200 1,080,200 1,085,190 (4,990) 100%404,163 (681,028) Public Works Street 410-43100.00-55550.00 Vehicles - - 71,576 (71,576) n/a - (71,576) 410-43100.00-55570.00 Machinery & Equipment 38,000 38,000 30,625 7,375 81%37,492 6,868 Engineering 410-43050.00-55550.00 Vehicles 50,000 50,000 49,542 458 99%- (49,542) Central Garage 410-43400.00-55550.00 Vehicles 25,000 25,000 19,800 5,200 n/a 20,418 618 Total Public Works 113,000 113,000 171,543 (58,543) 152%57,910 (113,633) Culture and Recreation/Parks 410-45200.00-55550.00 Vehicles - 347,500 253,656 93,844 73%123,611 (130,045) 410-45200.00-55570.00 Machinery and Equipment 328,000 328,000 283,402 44,598 86%582,530 299,128 Total Culture & Recreation 328,000 675,500 537,058 138,442 80%706,141 169,083 Total Expenditures 864,200 1,868,700 1,793,792 74,908 96%1,168,214 (625,578) Net Change (49,700) (654,200) (273,984) (38,755) City of Prior Lake Revolving Park Equipment Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Taxes 430-00000.00-31010.00 Current Property Taxes 460,000 460,000 458,181 (1,819) 100%439,181 19,000 Total - Taxes 460,000 460,000 458,181 (1,819) 100%439,181 19,000 Intergovernmental 430-45200.00-33422.23-PRK21-000001 State Aids/Grants - Capital Parks - - 299,485 299,485 n/a - 299,485 430-45200.00-33700.20 Miscellaneous Grants - Capital Grants - - 13,672 13,672 n/a - 13,672 Total - Intergovernmental - - 313,157 313,157 n/a - 313,157 Interest (losses) on investments 430-00000.00-36210.00 Interest Earnings 25,100 25,100 30,764 5,664 123%48,942 (18,179) 430-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 9,108 9,108 n/a 14,833 (5,725) Total - Interest (losses) on investments 25,100 25,100 39,872 14,772 159%63,775 (23,903) Other 430-45200.00-36230.00 Contributions & Donations - - - - n/a 185,000 (185,000) Total - Other - - - - n/a 185,000 (185,000) Total Revenues 485,100 485,100 811,210 326,110 167%687,956 123,254 Expenditures Culture and Recreation Dept 45200.00 - PARKS 430-45200.00-53100.80 Professional Services - General - - 2,645 (2,645) n/a - (2,645) 430-45200.00-55010.00 Projects - Contract Vouchers - - - - n/a 1,007,709 1,007,709 430-45200.00-55020.00 Projects - Engineering - - 32,059 (32,059) n/a 88,069 56,010 430-45200.00-55050.00-PRK23-000002 Projects - Professional Services - - - - n/a 2,481 2,481 430-45200.00-55050.00-PRK25-000001 Projects - Professional Services - - 40,470 (40,470) n/a - (40,470) 430-45200.00-55530.00 Infrastructure 65,000 65,000 18,464 46,536 28%504,040 485,575 Total Culture & Recreation 65,000 65,000 93,638 (28,638) 144%1,602,298 1,508,660 Total Expenditures 65,000 65,000 93,638 (28,638) 144%1,602,298 1,508,660 Net Change 420,100 420,100 717,572 (914,342) COMPARATIVE City of Prior Lake Facilities Management Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Taxes 440-00000.00-31010.00 Current Property Taxes 205,000 205,000 204,419 (581) 100% 154,264 50,155 Total - Taxes 205,000 205,000 204,419 (581) 100% 154,264 50,155 Interest (losses) on investments 440-00000.00-36210.00 Interest Earnings 25,200 25,200 43,750 18,550 174% 44,860 (1,111) 440-00000.00-36225.00 Unrealized Inv.Gain(Loss) - - 13,733 13,733 n/a 21,648 (7,915) Total - Interest (losses) on investments 25,200 25,200 57,483 32,283 228% 66,508 (9,025) Miscellaneous Revenues 440-41940.00-36212.00 Miscellaneous Revenue - - 89,800 89,800 n/a - 89,800 Total - Miscellaneous Revenues - - 89,800 89,800 n/a - 89,800 Transfers in 440-00000.00-39203.00 Transfer from Other Funds 24,000 24,000 24,000 - 100% - 24,000 Total - Transfers in 24,000 24,000 24,000 - 100% - 24,000 Debt Issued 440-00000.00-39310.00 G.O. Bond Proceeds 1,100,000 1,100,000 - (1,100,000) 0% - - Total - Debt Issued 1,100,000 1,100,000 - (1,100,000) 0% - - Total Revenues 1,354,200 1,354,200 375,702 (978,498) 28%220,772 154,930 Expenditures Function: General Government 41920.00-52200.02 Repair & Maint Supplies - Building-FACILITIES - CITY HALL - - 1,545 (1,545) n/a - (1,545) 41920.00-53100.80 Professional Services - General-FACILITIES - CITY HALL - - 23,645 (23,645) n/a - (23,645) 41920.00-54010.02 Maint Agreements - Buildings-FACILITIES - CITY HALL - - 158,420 (158,420) n/a - (158,420) 41940.00-55050.00 Projects Professional Svcs-FACILITIES - CITY HALL - - 48,285 (48,285) n/a 11,648 (36,637) 41940.00-55520.00 Building & Building Improvements-FACILITIES - CITY HALL 439,600 86,100 165,209 (79,109) 192% - (165,209) 41920.00-55570.00 Machinery and Equipment-INFORMATION TECHNOLOGY - - 1,055 (1,055) n/a - (1,055) Total - Function General Government 439,600 86,100 398,158 (312,058) 462% 11,648 (386,510) Function: Public Safety 42100.00-55520.00 Building & Building Improvements-POLICE 81,000 188,000 17,964 170,036 10% 24,934 6,970 42200.00-55050.00 Projects-Professional Services-FIRE - - - - n/a 5,105 5,105 42200.00-55520.00 Building & Building Improvements-FIRE 178,600 170,500 36,856 133,644 22% 129,337 92,481 Total - Function Public Safety 259,600 358,500 54,820 303,680 15% 159,376 104,556 Function: Public Works 43400.00 CENTRAL GARAGE 128,000 128,000 9,962 118,038 8% 49,550 39,588 Total - Function Public Works 128,000 128,000 9,962 118,038 8% 49,550 39,588 Function: Culture and Recreation 45200.00 PARKS 16,000 16,000 15,080 920 94% - (15,080) 45500.00 LIBRARIES 23,500 403,500 453,757 (50,257) 112% - (453,757) Total - Function Culture and Recreation 39,500 419,500 468,837 (49,337) 112% - (468,837) Total Expenditures 866,700 992,100 931,777 - n/a 220,574 (711,204) Net Change 487,500 362,100 (556,075) 198 COMPARATIVE City of Prior Lake Permanent Improvement Revolving Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Taxes 450-00000.00-31810.00 Franchise Taxes 1,080,000 1,080,000 1,096,647 16,647 102% 1,079,097 17,549 Total - Taxes 1,080,000 1,080,000 1,096,647 16,647 102% 1,079,097 17,549 Intergovernmental 450-00000.00-33610.25 County-City Aids/Grants - Capital PW - - 23,573 23,573 n/a - 23,573 Total - Intergovernmental - - 23,573 23,573 n/a - 23,573 Special Assessments 450-00000.00-36101.00 City Assess. Collections - - 939,493 939,493 n/a 5,064 934,428 450-00000.00-36102.00 County Assess. Collection 580,666 580,666 42,224 (538,442) 7% 81,809 (39,585) Total - Special Assessments 580,666 580,666 981,716 401,050 169% 86,874 894,843 Interest (losses) on investments 450-00000.00-36210.00 Interest Earnings 18,300 18,300 45,379 27,079 248% 50,250 (4,871) 450-00000.00-36225.00 Unrealized Inv.Gain(Loss) - - 4,453 4,453 n/a 26,308 (21,856) Total - Interest (losses) on investments 18,300 18,300 49,832 31,532 272% 76,559 (26,727) Transfers in 450-00000.00-39203.00 Transfer from Other Funds 1,850,000 - 615,441 615,441 n/a - 615,441 Total - Transfers in 1,850,000 - 615,441 615,441 n/a - 615,441 Debt Issued 450-00000.00-39310.00 G.O. Bond Proceeds 1,696,200 1,696,200 1,580,000 (116,200) 93% - 1,580,000 Total - Debt Issued 1,696,200 1,696,200 1,580,000 (116,200) 93% - 1,580,000 Other Financing Sources 450-43100.00-39315.00 Projects - Bond Premium - - 106,507 106,507 n/a - 106,507 Total - Other Financing Sources - - 106,507 106,507 n/a - 106,507 Total Revenues 5,225,166 3,375,166 4,453,715 1,078,549 132%1,242,530 3,211,185 Expenditures Function: Public Works 450-43100.00-55010.00 Projects - Contract Vouchers - - 4,981,003 (4,981,003) n/a - (4,981,003) 450-43100.00-55020.00 Projects - Engineering - - 317,179 (317,179) n/a 257,976 (59,203) 450-43100.00-55050.00 Projects - Professional Services - - 262 (262) n/a - (262) 450-43100.00-55070.00 Projects - Bond Issuance Costs - - 46,531 (46,531) n/a - (46,531) 450-43100.00-55530.00 Infrastructure 6,570,000 6,570,000 - (6,570,000) 0% - - Total - Function Public Works 6,570,000 6,570,000 5,344,974 (11,914,974) 81% 257,976 (5,086,999) OTHER FINANCING USES Transfers out 450-80000.00-59203.00 Transfers to Other Funds 94,590 94,590 94,590 - 100% 203,100 108,510 Total - Transfers out 94,590 94,590 94,590 - 100% 203,100 108,510 Total Expenditures 6,664,590 6,664,590 5,439,564 1,225,026 82%461,076 (4,978,489) Net Change (1,439,424) (3,289,424) (985,849) 781,454 COMPARATIVE City of Prior Lake Water Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Operating Revenue Water Charges 601-49400.00-37100.00 Utility Receipts - Water 4,042,024 4,042,024 3,515,380 (526,644) 87%4,672,307 (1,156,927) 601-49400.00-37160.00 Penalties 20,000 20,000 9,636 (10,364) 48%10,428 (793) Total - Water Charges 4,062,024 4,062,024 3,525,015 (537,009) 87%4,682,735 (1,157,720) Utility Base Fee 601-49400.00-37110.00 Utility Base Fee Revenue 1,374,903 1,374,903 1,389,992 15,089 101%1,314,590 75,402 Total - Utility Base Fee 1,374,903 1,374,903 1,389,992 15,089 101%1,314,590 75,402 Meter Sales 601-49400.00-37170.00 Water Meter Sales 79,825 79,825 49,859 (29,966) 62%52,924 (3,065) 601-49400.00-37175.00 Pressure Reducers 25,000 25,000 11,548 (13,452) 46%13,338 (1,789) Total - Meter Sales 104,825 104,825 61,407 (43,418) 59%66,261 (4,854) Total Operating Revenue 5,541,752 5,541,752 4,976,415 (565,337) 90%6,063,586 (1,087,171) Non-Operating Revenue Intergovernmental 601-49400.00-33422.15 State Aids/Grants - Operating Public Wor - - 5,437 5,437 n/a 17 5,420 Total - Intergovernmental - - 5,437 5,437 n/a 17 5,420 Interest (losses) on investments 601-00000.00-36210.00 Interest Earnings 117,300 117,300 290,835 173,535 248%232,414 58,421 601-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 64,554 64,554 n/a 125,962 (61,408) Total - Interest (losses) on investments 117,300 117,300 355,389 238,089 303%358,376 (2,987) Miscellaneous Revenues 601-00000.00-36212.00 Miscellaneous Revenue - - 14,935 14,935 n/a 18,374 (3,439) 601-00000.00-36102.00 County Assess Collection - - 6,248 6,248 n/a 3,714 2,534 601-42100.00-36231.00 PERA Pension Contributions - - 15,729 15,729 n/a 69 15,660 Total - Miscellaneous Revenues - - 36,912 36,912 - 22,157 14,755 Total Non-Operating Revenue 117,300 117,300 397,738 280,438 339%380,550 17,188 Total Revenues 5,659,052 5,659,052 5,374,153 (284,899) 95%6,444,136 (1,069,984) COMPARATIVE City of Prior Lake Water Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE Total Expenditures Personnel and current expenditures (excluding depreciation) 41520.00 Finance 124,805 124,805 123,445 1,360 99%113,660 (9,785) 49400.00 Water 2,911,360 3,393,465 2,606,177 787,288 77%3,006,706 400,529 Total - Personnel and current expenditures (excluding depreciation)3,036,165 3,518,270 2,729,622 788,648 78%3,120,366 390,744 Depreciation 601-49400.00-54200.00 Water - - 1,082,320 (1,082,320) n/a 1,059,317 (23,003) Total - Depreciation - - 1,082,320 (1,082,320) n/a 1,059,317 (23,003) Principal 601-49400.00-56010.00 Water 135,000 135,000 135,000 - 100%130,000 (5,000) Total - Principal 135,000 135,000 135,000 - 100%130,000 (5,000) Debt Service 601-49400.00-56500.00 Contra Debt Service - Enterprise Prin - - (135,000) 135,000 n/a (130,000) 5,000 Total - Debt Service - - (135,000) 135,000 n/a (130,000) 5,000 Interest & other 601-49400.00-56110.00 Water 34,650 34,650 34,410 240 99%39,730 5,320 Total - Interest & other 34,650 34,650 34,410 240 99%39,730 5,320 Capital improvements 601-49400.00-55530.00 Infrastructure 75,000 75,000 96,002 (21,002) 128%63,818 (32,185) 601-49400.00-55550.00 Vehicles - - 65,891 (65,891) n/a - (65,891) 601-49400.00-55570.00 Machinery and equipment 110,500 110,500 5,104 105,396 5%49,573 44,469 Total - Capital improvements 185,500 185,500 166,998 18,502 90%113,391 (53,607) 601-49400.00-55700.00 Contra Capital Outlay - - (151,618) 151,618 n/a (49,573) 102,045 601-49400.00-51479.00 PERA Pension Expense - - (39,170) 39,170 n/a 118,198 157,368 Total Expenditures 3,391,315 3,873,420 3,822,562 50,858 4,401,428 578,867 Other Financing Sources Contribution of assets 601-00000.00-37901.00 Contribution (Other Fund)- - 1,856,220 1,856,220 n/a 768,036 1,088,184 Total - Contribution of assets - - 1,856,220 1,856,220 n/a 768,036 1,088,184 Transfers in 601-00000.00-39203.00 Transfer from Other Funds - - 257,313 257,313 n/a 163,937 93,376 Total - Transfers in - - 257,313 257,313 n/a 163,937 93,376 Debt Issued 601-00000.00-39315.00 Projects - Bond Premium - - 16,160 16,160 n/a 20,488 (4,327) Total - Debt Issued - - 16,160 16,160 n/a 20,488 (4,327) City of Prior Lake Water Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE Total Other Financing Sources - - 2,129,693 2,129,693 n/a 952,461 1,177,232 Other Financing Uses Transfers out 601-80000.00-59203.00 Transfers to other funds 2,713,650 863,650 1,040,002 (176,352) 120%1,659,590 619,588 Total - Transfers out 2,713,650 863,650 1,040,002 (176,352) 120%1,659,590 619,588 Total Other Financing Uses 2,713,650 863,650 1,040,002 (176,352) 120%1,659,590 619,588 Total Revenues/Other Financing Sources 5,659,052 5,659,052 7,503,846 1,844,794 133%7,396,597 107,249 Total Expenditures/Other Financing Uses 6,104,965 4,737,070 4,862,564 (125,494) 103%6,061,018 1,198,455 Net Change (445,913) 921,982 2,641,282 1,335,579 City of Prior Lake Sewer Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Operating Revenue Sewer Charges 604-49450.00-37102.00 Utility Receipts - Sewer 2,023,789 2,023,789 1,928,213 (95,576) 95%1,715,511 212,702 604-49450.00-37104.00 Utility Recpt-Sewer MCES 2,106,431 2,106,431 1,975,174 (131,257) 94%1,827,595 147,579 604-49450.00-37160.00 Penalties - - 6,449 6,449 n/a 5,583 866 Total - Sewer Charges 4,130,220 4,130,220 3,909,835 (220,385) 95%3,548,688 361,147 Capital Facility charges 604-49450.00-37110.00 Utility Base Fee Revenue 1,195,743 1,195,743 1,206,346 10,603 101%1,140,769 65,578 Total - Capital Facility charges 1,195,743 1,195,743 1,206,346 10,603 101%1,140,769 65,578 Total Operating Revenue 5,325,963 5,325,963 5,116,181 (209,782) 96%4,689,457 426,724 Non-Operating Revenue Intergovernmental 604-49450.00-33630.20 Metro Council Grants - Capital - - - - n/a 61,715 (61,715) Total - Intergovernmental - - - - n/a 61,715 (61,715) Interest (losses) on investments 604-00000.00-36210.00 Interest Earnings 70,000 70,000 145,480 75,480 208%131,201 14,279 604-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 32,295 32,295 n/a 64,375 (32,080) Total - Interest (losses) on investments 70,000 70,000 177,774 107,774 254%195,576 (17,801) Miscellaneous Revenues 604-00000.00-36102.00 County Assess. Collections - - 4,911 4,911 n/a 2,890 2,021 604-00000.00-36212.00 Miscellaneous Revenue - - 6,250 6,250 n/a 5,100 1,150 604-42100.00-36231.00 PERA Pension Contributions - - 9,919 9,919 n/a 47 9,872 Total - Miscellaneous Revenues - - 21,080 21,080 n/a 8,037 13,043 Total Non-Operating Revenue 70,000 70,000 198,854 128,854 284%265,328 (66,473) Total Revenue 5,395,963 5,395,963 5,315,036 (80,927) 99%4,954,785 360,251 COMPARATIVE City of Prior Lake Sewer Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE Expenditures Personnel and current expenditures (excluding depreciation) 41520.00 Finance 124,440 124,440 123,400 1,040 99%113,304 (10,097) 49450.00 Sewer 3,439,711 3,351,606 3,296,596 55,010 98%2,908,360 (388,235) Total - Personnel and current expenditures (excluding depreciation)3,564,151 3,476,046 3,419,996 56,050 98%3,021,664 (398,332) Depreciation 604-49450.00-54200.00 Sewer - - 770,812 (770,812) n/a 730,684 (40,128) Total - Depreciation - - 770,812 (770,812) n/a 730,684 (40,128) Principal 604-49450.00-56010.00 Sewer 135,000 135,000 135,000 - 100%130,000 (5,000) Total - Principal 135,000 135,000 135,000 - 100%130,000 (5,000) Debt Service 604-49450.00-56500.00 Contra Debt Service - Enterprise Prin - - (135,000) 135,000 n/a (130,000) 5,000 Total - Debt Service - - (135,000) 135,000 n/a (130,000) 5,000 Interest & other 604-49450.00-56110.00 Sewer 34,650 34,650 34,410 240 99%39,730 5,320 Total - Interest & other 34,650 34,650 34,410 240 99%39,730 5,320 Capital improvements 604-49450.00-55010.00 Projects - Contract Vouchers - - 378,000 (378,000) n/a 292,109 (85,891) 604-49450.00-55530.00 Infrastructure 1,500,000 1,500,000 87,200 1,412,800 6%150,451 63,251 604-49450.00-55570.00 Machinery and equipment 440,000 440,000 78,431 361,569 18%305,485 227,054 Total - Capital improvements 1,940,000 1,940,000 543,631 1,396,369 28%748,046 204,414 604-49450.00-55700.00 Contra Capital Outlay - - (543,465) 543,465 n/a (752,678) (209,213) 604-49450.00-51479.00 PERA Pension Expense - - (48,730) 48,730 n/a (57,961) (9,231) Total Expenditures 5,673,801 5,585,696 4,176,654 1,409,042 3,729,484 (447,170) Other Financing Sources Contribution of assets 604-00000.00-37901.00 Contribution (Other Fund)- - 1,229,310 1,229,310 n/a 541,136 688,174 Total - Contribution of assets - - 1,229,310 1,229,310 n/a 541,136 688,174 Debt Issued 604-00000.00-39315.00 Projects - Bond Premium - - 16,160 16,160 n/a 20,488 (4,327) Total - Debt Issued - - 16,160 16,160 n/a 20,488 (4,327) Transfers in 604-00000.00-39203.00 Transfer from Other Funds - - 88,032 88,032 n/a 78,197 9,836 Total - Transfers in - - 88,032 88,032 n/a 78,197 9,836 City of Prior Lake Sewer Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE Total Other Financing Sources - - 1,333,502 1,333,502 n/a 639,820 693,682 Other Financing Uses 604-80000.00-59203.00 Transfers to other funds 247,000 247,000 718,318 (471,318) 291%744,828 26,510 604-49450.00-57000.00 Loss on Disposal of Assets - - - - n/a 94,246 94,246 Total Other Financing Uses 247,000 247,000 718,318 (471,318) 291%839,074 120,756 Total Revenues/Other Financing Sources 5,395,963 5,395,963 6,648,538 1,252,575 123%5,594,605 1,053,933 Total Expenditures/Other Financing Uses 5,920,801 5,832,696 4,894,972 937,724 84%4,568,558 (326,414) Net Change (524,838) (436,733) 1,753,566 1,026,046 City of Prior Lake Water Quality Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Operating Revenue Storm Water Charges 602-49420.00-37120.00 Storm Water Revenue 1,510,793 1,510,793 1,626,421 115,628 108%1,411,227 215,194 602-49420.00-32250.00 Wetland Application Fee - - 300 300 n/a 450 (150) Total - Storm Water Charges 1,510,793 1,510,793 1,626,721 115,928 108%1,411,677 215,044 Water Charges 602-49420.00-37160.00 Penalties 4,000 4,000 1,723 (2,277) 43%1,521 203 Total - Water Charges 4,000 4,000 1,723 (2,277) 43%1,521 203 Total Operating Revenue 1,514,793 1,514,793 1,628,445 113,652 108%1,413,198 215,247 Non-Operating Revenue Interest (losses) on investments 602-00000.00-36210.00 Interest Earnings 41,100 41,100 136,623 95,523 332%81,454 55,169 602-00000.00-36225.00 Unrealized Inv.Gain(Loss)- - 24,031 24,031 n/a 42,864 (18,833) Total - Interest (losses) on investments 41,100 41,100 160,653 119,553 391%124,318 36,336 Miscellaneous Revenues 602-00000.00-36212.00 Miscellaneous Revenue - - - - n/a 17,414 (17,414) 602-49420.00-33422.10 State Aids/Grants - Operating Grants - - 38,000 38,000 n/a 27,000 11,000 602-00000.00-36102.00 County Assess. Collection - - (6,572) (6,572) n/a (3,994) (2,578) 602-42100.00-36231.00 PERA Pension Contributions - - 3,061 3,061 n/a 17 3,044 Total - Miscellaneous Revenues - - 34,489 34,489 n/a 40,437 (5,948) Total Non-Operating Revenue 41,100 41,100 195,142 154,042 475%164,755 30,388 Total Revenues 1,555,893 1,555,893 1,823,587 267,694 117%1,577,952 245,635 COMPARATIVE City of Prior Lake Water Quality Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE Expenditures Personnel and current expenditures (excluding depreciation) 49420.00 Water Quality 674,800 674,800 445,044 229,756 66%453,156 8,113 Total - Personnel and current expenditures (excluding depreciation)674,800 674,800 445,044 229,756 66%453,156 8,113 Depreciation 49400.00 Water Quality - - 107,074 (107,074) n/a 107,388 314 Total - Depreciation - - 107,074 (107,074) n/a 107,388 314 Interest & other 602-49420.00-56110.00 Water Quality - - 18,431 (18,431) n/a - (18,431) Total - Interest & other - - 18,431 (18,431) n/a - (18,431) Capital improvements 602-49420.00-55010.00 Projects - Contract Vouchers - - 658,750 (658,750) n/a - (658,750) 602-49420.00-55020.00 Projects - Engineering - - 15,842 (15,842) n/a - (15,842) 602-49420.00-55050.00 Projects - Professional Services - - 59,453 (59,453) n/a 185,258 125,805 602-49420.00-55530.00 Infrastructure 1,708,000 1,708,000 28,794 1,679,206 2%121,190 92,396 Total - Capital improvements 1,708,000 1,708,000 762,839 945,161 45%306,448 (456,391) 602-49420.00-55700.00 Contra Capital Outlay - - (511,425) 511,425 n/a - 511,425 602-49420.00-51479.00 PERA Pension Expense - - (37,169) 37,169 n/a (47,540) (10,371) Total Expenditures 2,382,800 2,382,800 784,793 1,598,007 33%819,453 34,660 Other Financing Sources Contribution of assets 602-00000.00-37901.00 Contribution (Other Fund)- - 414,512 414,512 n/a 420,111 (5,599) Total - Contribution of assets - - 414,512 414,512 n/a 420,111 (5,599) Other Financing Sources 602-00000.00-39315.00 Projects - Bond Premium - - 1,248 1,248 n/a - 1,248 Total - Other Financing Sources - - 1,248 1,248 n/a - 1,248 Transfers in 602-00000.00-39203.00 Transfer from Other Funds - - 2,395 2,395 n/a - 2,395 Total - Transfers in - - 2,395 2,395 n/a - 2,395 Total Other Financing Sources - - 418,155 418,155 n/a 420,111 (1,956) Other Financing Uses 602-49420.00-56300.00 Other Debt Service Expenses - - 34,751 (34,751) n/a - (34,751) 602-80000.00-59203.00 Transfers to other funds 113,300 113,300 437,806 (324,506) 386%110,000 (327,806) City of Prior Lake Water Quality Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) COMPARATIVE Total Other Financing Uses 113,300 113,300 472,557 (359,257) 417%110,000 (362,557) Total Revenues/Other Financing Sources 1,555,893 1,555,893 2,241,742 685,849 144%1,998,063 243,678 Total Expenditures/Other Financing Uses 2,496,100 2,496,100 1,257,350 1,238,750 50%929,453 (327,897) Net Change (940,207) (940,207) 984,392 1,068,611 City of Prior Lake Economic Development Authority Special Revenue Fund As of 12/31/2024 (Preliminary & Unaudited) Variance from Variance 2024 2024 2024 Amended Budget - % BDGT Actual from 2023 Budget Amended Actual Positive ( Negative)USED 12/31/2023 Positive (Negative) Revenues Taxes 240-00000.00-31010.00 Current Property Taxes 364,000 364,000 365,707 1,707 100% 342,910 22,797 240-00000.00-31040.00 Fiscal Disparities 26,000 26,000 21,490 (4,510) 83% 26,122 (4,632) Total - Taxes 390,000 390,000 387,197 (2,803) 99% 369,032 18,165 Charges for Services 240-46500.00-34760.02 Facility Rental - EDA 24,588 24,588 27,867 3,279 113% 24,588 3,279 Total - Charges for Services 24,588 24,588 27,867 3,279 113% 24,588 3,279 Interest (losses) on investments 240-00000.00-36210.00 Interest Earnings 3,700 3,700 12,913 9,213 349% 11,221 1,692 240-00000.00-36225.00 Unrealized Inv.Gain(Loss) - - 4,064 4,064 n/a 6,846 (2,782) Total - Interest (losses) on investments 3,700 3,700 16,977 13,277 459% 18,067 1,090 Total Revenues 418,288 418,288 432,041 13,753 103%411,687 20,354 Expenditures Function: Economic Development 46500.00 ECONOMIC DEVELOPMENT 649,834 649,834 165,579 484,255 25% 180,686 15,107 Total Expenditures 649,834 649,834 165,579 484,255 25%180,686 15,107 Net Change (231,546) (231,546) 266,462 231,001 COMPARATIVE 2024 Preliminary Year -End Report April 22, 2025 PriorLakeMN.gov Agenda 2024 Preliminary Year-End Funds Highlighted: General Fund Other Governmental Funds Enterprise Funds General Fund Reserves 2 PriorLakeMN.gov General Fund Summary 3 •2024 Year End Fund Balance Reserve: 60% •2025 Estimated Year End Fund Balance Reserve (reflects 2025 budget amendments of $230k): 56% Total Revenues 22,758,000$ Total Expenditures 20,352,000$ Net Change-Add to Fund Balance 2,406,000$ Components of Net Add to Fund Balance: Revenue more than budget 1,711,000$ Expenditures less than budget 1,011,000 Planned Use of Reserves (316,000) Net Change-Add to Fund Balance 2,406,000$ General Fund Revenues 4 Revenue Classification 2024 2024 Amended Actual Taxes 14,047,266 13,950,490 (96,776) -1% Licenses and Permits 617,238 868,935 251,697 41% Intergovernmental 3,348,632 3,586,572 237,940 7% Charges for Services 1,887,267 2,055,300 168,033 9% Fines and Forfeitures - 103,765 103,765 Interest (losses) on investments 160,000 692,556 532,556 333% Other Revenue 133,800 624,098 490,298 366% Transfers in 852,400 876,400 24,000 3% Total Revenues 21,046,603$ 22,758,116$ 1,711,513$ 8% $ Variance from Amended Budget Positive (Negative) % Variance from Amended Budget Positive (Negative) General Fund Revenues - Drivers of Variance to Budget 5 Revenue Category Revenues Compared to Amended Budget Favorable/(Unfavorable) Intergovernmental: Police Aid 91,000 State Fire Aid – this is a direct pass through to the Fire Relief Association; and State Fire Training Aid; $72k and 22k respectively 94,000 Charges for Services and Permit Fees: Building Permits & Plan Check Fees which includes Jeffers Waterfront multifamily building permit/fees of $217k 340,000 Contract Services 47,000 Court Fines - this is a direct pass through to the Scott County 101,000 Interest (losses) on Investments: Interest Earnings & Amortization 439,000 Investment Fair Value Adjustment 94,000 Miscellaneous Revenues: Excess TIF from Shepherd's Path TIF Disctrict close out 347,000 Contributions & Donations 62,000 Other Miscellaneous Revenues 32,000 Transfer In Revenues: 24,000 All Other 40,000 Estimated Total Revenues Exceeding Budget 1,711,000 General Fund Expenditures 6 Expenditure Function 2024 2024 Amended Actual General Government 4,525,350 4,133,480 391,870 -9% Public Safety 10,984,434 10,680,233 304,200 -3% Public Works 2,937,321 2,687,169 250,152 -9% Culture and Recreation 2,666,785 2,602,422 64,363 -2% Transfer to other funds 248,488 248,488 - 0% Total Expenditures 21,362,378$ 20,351,792$ 1,010,586$ -5% $ Variance from Amended Budget % Variance from Amended Budget General Fund Expenditures – Drivers of Variance to Budget 7 Expenditure Category Estimated Expenditures Compared to Budget* Favorable/(Unfavorable) Subtotals by Category Personnel: Savings from Employee Turnover, Hiring Delays, etc. 157,000 Fire Relief Association State Pension Contribution above budget (passthrough expenditure) (72,000) Other Wages (Election Judges) -2024 elections budget for 7,630 election judge hours but only 6,177 hours were worked 28,000 Health Insurance Savings - New employees budgeted at family rate 137,000 Workers Comp Insurance Savings - Budgeted a 5% increase in 2024 workers compensation rates but the insurer, LMCIT, reduced the rates by 15% based on updated actual and projected claim costs 189,000 Other Benefits (2,000) Total Personnel 437,000 Current Expenditures/Capital Outlay: Information Technology Dept favorable to budget: Software subcriptions $53k; City Hall switch $20k; $30k for PD server work to be done in 2025;$15k professional services (CIT) 123,000 Facilities - City Hall: $29k Repairs & Maintenance; Utilities $40k for Xcel eletric refund and natural gas prices lower due to higher avg temps;$16k City Hall renovation work to be completed/invoiced in 2025 83,000 Police Dept: $103k for expenditures to be carried forward to 2025 for IT mobile device mgr/CGIS equipment/office equipment/training; $32k fuel savings; $25k personnel testing; $12k utilities 226,000 Police: County Court Fines (pass-through to Scott County) (101,000) Streets Dept: $81k fuel savings; $62k snow & ince mgmt; $40k R&M; $15k street lighting; $13k sotware service contract 241,000 All Other 2,000 Total Current Expenditures & Capital Outlay 574,000 Other (Transfers Out) - Total Expenditures $1,011,000 2024 Other Funds 8 Debt Service Funds •Revenue from property taxes and special assessments •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. Capital Park Fund: •Revenue includes $198k state aid for TH13 Trail Segment 5; Park Dedication Fees from new development •Planned Expenditures follow the Capital Improvement Program (TH13 Trail Segment 5 and Segment 1 project costs.) 2024 Other Funds 9 Special Revenue Funds (continued): MN Public Safety Fund: Activity Estimated Ending Fund Balance 2023 Funds Received 1,217,937$ 2024: Police officer add (143,000) PD server (30,000) VM license for PD server (15,000) FS1 port switch (7,500) PD Training Suits (4,600) City Hall Core Network Switch: 50% of cost (25,000) PD Scheduling Study (42,000) PD Scheduling Study (4,000) CPR device for fire engine (20,000) Fire Ladder Truck funding (400,000) Net Interest (losses) on investments 44,028 Total Estimated Ending Fund Balance 570,865$ Public Safety State Aid Fund 270 PriorLakeMN.gov •Special Revenue Funds (continued): •EDA Fund: •Added $266k to fund balance •Driver: EDA purchase of 4556 Colorado Street St. property. Accounting standards require us to record this as an asset held for resale, not a property acquisition expenditure. 10 2024 Other Funds 2024 Other Funds 11 Special Revenue Funds (continued): Local Affordable House Aid (LAHA) Fund: •Revenue source is state aid - $110k •Expenditures: LAHA Contribution to Twin Cities Habitat for Humanity - $30k •Fund Balance of $80k restricted for qualifying projects 2024 Other Funds 12 Capital Project Funds: •Revolving Equipment Fund – equipment purchases of $1.8M •Revolving Park Equipment Fund – expenditures of $93k primarily for Pond Park Phase 2 and the PLAY Miracle Field project as defined in CIP. •Facilities Management Fund – Expenditures of $932k primarily for Club Prior/Library renovation and City Hall water damage. •City Hall water damage expenditures of $306k. $89k of insurance proceeds from the city hall water damage claim. (Staff anticipates additional insurance proceeds as the claim is processed by the LMCIT.) •PIR/Street Overlay Fund – Wilds/Jeffers area street overlay expenditures of $5.3M in 2024. Revenue source: Primarily property tax, included $300k state aid for Ponds Park project. Transfers in from the Utility Funds for equipment and facilities New gas & electric franchise tax revenue of $1,097,000 dedicated to street funding. Water Fund 13 Revenue 7,503,846 Expense 4,862,564 Revenue Over (Under) Expense 2,641,282 Cash by Purpose For future capital improvements 7,170,900 For following year pay-go capital 972,500 For 3-months of operating cash 788,461 For following year debt service 789,000 Ending Cash 9,720,861 Net Position Ending unrestricted net position 8,126,440 Sewer Fund 14 Revenue 6,648,538 Expense 4,894,972 Revenue Over (Under) Expense 1,753,566 Cash by Purpose For future capital improvements 1,963,726 For following year pay-go capital 1,993,500 For 3-months of operating cash 1,028,363 For following year debt service 164,250 Ending Cash 5,149,840 Net Position Ending unrestricted net position 4,450,731 Stormwater Fund 15 Revenue 2,241,742 Expense 1,257,350 Revenue Over (Under) Expense 984,392 Cash by Purpose For future capital improvements 3,238,989 For following year pay-go capital 695,000 For 3-months of operating cash 278,869 Ending Cash 4,212,858 Net Position Ending unrestricted net position 1,373,966 16 Questions