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LTC 125-2005 Analysis of Budget to Actual Revenues & Expenses for 6 Months Ended 03/31/05 c/ projections to 9/30 CITY OF MIAMI BEACH Office of the City Manager Letter to Commission No. 125-2005 {Q To: Mayor David Dermer and Members of the City Commission Date: May 13, 2005 From: Jorge M. Gonzalez 2:! City Manager . ANALYSIS OF UDGET TO ACTUAL REVENUES AND EXPENSES FOR THE SIX MONTHS ENDED MARCH 31, 2005, WITH OPERATING BUDGET PROJECTIONS THROUGH SEPTEMBER 30, 2005 FOR GENERAL, ENTERPRISE, AND INTERNAL SERVICE FUNDS. Subject: PURPOSE We are presenting the following analysis to keep the Mayor and Commission informed of the status of the FY 04/05 Budget actual revenue and expenses at the end of the second quarter with projections through September 30, 2005. Six month budget to actual comparisons for General, Enterprise, and Internal Service Funds are presented in the following pages with comments on those areas which are at a significant variance to budget. Categories identified correspond to those major categories/classifications identified in the budget Resolution. Since Florida Statutes prohibit the overexpenditure of departmental budgets and funds, a budget amendment will be necessary for those functions which projections indicate will overexpend their appropriation. GENERAL FUND OVERVIEW An analysis of six month operating revenues and expenditures as of March 31, 2005, reveals an operating surplus of $23,223,853. Based on actual amounts and operating projections through September 30,2005, it is anticipated that at year-end we will generate a budget surplus of approximately $1,945,679 (1.2% of budget). In the past, this budget surplus has been used to fund the 11 % General Fund Reserve. However, we also need to look at the current shortfalls in the liability within the Risk Management Fund. While the surplus as of March 31 st seems unusually large as compared to the final projected for the year ending on September 30th, it should be noted that the City receives a greater percentage of its ad valorem taxes in the first quarter. Ad valorem tax revenues representing approximately 45% of total revenues have been almost 80% received whereas the remaining 55% of revenues are approximately at the 50% level as of March 31 st. A summary of actual General Fund Revenues and Expenditures as of March 31,2005, with projections through September 30, 2005 follows: Budget General Fund FY 04/05 Revenues $ 168,169,878 Expenditures $ 168,169.878 Surplus/(Deficit) $ 0 Actual* Projected Mar. 31. 2005 Sept. 30,2005 $ 99,825,170 $ 169,501,127 $ 76,601,317 $ 167,555,448 $ 23,223,853 $ 1,945,679 Budget/Proj. Over/(Under) $1,331,249 $( 614,430) $1,945,679 Note: * Does not include current year encumbrances totaling $4,339,234. For a detail of General Fund Revenues and Expenditures by category and classification, see "Attachment A". Detailed comments on those revenue and expenditure categories with significant variance are shown below. A. General Fund Operating Revenues As of March 31, 2005, revenues collected were 59% of budget or $99,825,170. On a straight-line average for six months ended March 31,2005, revenues collected should have been at a minimum, approximately 50% of budget or $84,084,939. While actual revenues received were greater than this minimum, this can be somewhat misleading. The City receives a greater percentage of its ad valorem taxes in the first quarter, which must be duly considered when analyzing actual revenues and formulating year-end revenue projections. Year-end projections through September 30, 2005 which total $169,501,127 indicate that revenues will be above budget by $1,331,249 or 0.8%. 1. Ad Valorem Property Taxes - Based on actual collections to date and historical trends, it is projected that year-end collections will be $77,826,160 or 99.6% of budget. 2. Other Taxes - This category includes franchise and utility taxes on services which are sensitive to local economic indicators. Projections indicate that year-end collections will exceed budget by 2.7% or $525,700. This is mainly due to increased revenues from franchise taxes on electricity. 3. Licenses and Permits - This category includes licenses and building and special use permits. Projections indicate that year-end revenues will exceed budget by over 5.8% or $664,105. This is primarily due to higher than anticipated revenues for occupational licenses, certificates of occupancy and certificates of completion. 4. Intergovernmental - This category includes state-shared revenues such as cigarette, gas, and sales taxes. Projections indicate that year-end revenues will exceed budget by 2% or $221,000. This is mainly due to an increase in local government sales tax revenue collections. 5. Charges for Services - This category includes admissions at recreational centers and facilities, and fees for fire rescue services. Projections indicate that year-end revenues will exceed budget by 2.5% or $150,030. This is mainly due to an increase in fire rescue revenues and police off-duty administrative fees. 6. Fines and Forfeits - This category includes traffic citations, and code and fire violation fines. Projections indicate that year-end revenues will exceed budget by less then 10.1% or $142,200. This is due to an increase in building code violation revenues. 7. Interest Earnings- This category includes interest income from City investments. Based on actual collections to date and historical trends, it is projected that year- end collections will exceed budget by 1.7% or $47,120. This is primarily due to a rise in interest rates. 8. Rents and Leases - This category includes rents and leases on City-owned facilities such as golf courses, Old City Hall, and others. Projections indicate that year-end revenues will exceed budget by 2.6% or $69,824. This is primarily due to an increase in revenues from the rental of the Byron Carlyle and Penrod's Pier Park restaurant. 9. Miscellaneous -This category includes concessions, planning fees, and other reimbursements. Projections indicate that year-end revenues will be 3% below budget or $188,730 due primarily to lower than expected revenues from construction management charges to capital projects. B. General Fund Operating Expenditures As of March 31,2005, actual expenditures were 46% of budget or $76,601,317. On a straight- line average for six months ended March 31, 2005, expenditures should have been at a minimum, approximately 50% of budget or $84,084,939. Therefore, at March 31 st, expenditures were 4% under a straight-line average or $7,483,622. Year-end projections through September 30, 2005 indicate that year-end expenditures of $167,555,448 will be less than 1 % below budget. Significant variances to budget by General Fund department are discussed below. 1. Building Budget FY 04/05 $5,482,359 Projected* Sept. 30,2005 $5,632,359 Budget/Projected Over/(Under) $150,000 This department is expected to spend 2.7% over its budget and generate a year-end deficit of $150,000. This is due primarily to additional staffing of 11 positions approved at mid-year to meet the growing service demands of the construction industry as well as computer system enhancements to improve customer service. These costs will be offset primarily by higher than anticipated permit revenues. 2. Capital Improvement Program Budget FY 04/05 $2,767,082 Projected* Sept. 30,2005 $2,567,082 Budget/Projected Over/(Under) ($200,000) This department is expected to expend 92.8% of its budget and generate a year-end surplus of $200,000 due primarily to unfilled vacant positions. 3. Fire Budget FY 04/05 $36,350,494 Projected* Sept. 30, 2005 $36,725,494 Budget/Projected Over/(Under) $375,000 This department is projected to spend 1 % over its budget and generate a year-end deficit of $375,000. This is primarily due to higher than anticipated overtime usage and ordinance- mandated staffing levels. 4. Parks and Recreation Budget FY 04/05 $21,515,815 Projected* Sept. 30, 2005 $21,415,815 Budget/Projected Over/(Under) ($100,000) This department is expected to expend 99.6% of its approved budget and generate a year-end surplus of $100,000 due primarily to unfilled positions and savings in operating expenses. 5. Public Works Budget FY 04/05 $6,073,888 Projected* Sept. 30, 2005 $5,943,888 Budget/Projected Over/(Under) ($130,000) The Public Works Department is expected to spend 97.9% of its budget and generate a year- end surplus of $130,000 due primarily to vacant positions. 6. Tourism & Cultural Development Budget FY 04/05 $2,397,835 Projected* Sept. 30,2005 $2,282,835 Budget/Projected Over/(Under) ($115,000) This department is expected to spend 95.2% of its budget and generate a year-end surplus of $115,000 due primarily to the delay in opening of the Colony Theatre. Note: * Does not include encumbrances. ENTERPRISE FUNDS The City accounts for proprietary operations in Enterprise Funds. Convention Center, Parking, Sanitation, Sewer, Stormwater, and Water are included within this grouping. Based upon our review, all funds will operate at budget or at a surplus. For a detail of Enterprise Fund Revenues and Expenses by department, see "Attachment B." INTERNAL SERVICE FUNDS The City accounts for those goods and services provided by one department to other departments citywide on a cost reimbursement basis. Central Services, Fleet Management, Information Technology, Property Management, and Risk Management (Self Insurance) are included in this grouping. Based upon our review, all funds except the Fleet Management Fund will operate at budget or at a surplus. We anticipate that the Fleet Management Fund will require a budget amendment for the additional cost of fuel. For a detail of Internal Service Fund Revenues and Expenses by department, see "Attachment C." CONCLUSION This analysis of operating revenues and expenses for General, Enterprise, and Internal Funds as of March 31, 2005, with projections through September 30, 2005, is presented as part of our on-going efforts to keep the Commission informed of the status of the FY 04/05 Budget. Measures will be taken by the Administration to ensure that revenue targets are achieved and expenditures are curtailed to ensure that we close the fiscal year in a positive position and balanced with overall revenues exceeding overall expenses. JMG/KGB/Jeq.{ Attachments A-C ATTACHMENT A FY 2004/05 General Fund Operating Summary Projection REVENUES Ad Valorem Taxes Millage-Capital Renewal & Replace. Other Taxes Licenses and Permits Intergovernmental Charges for Services Fines and Forfeits Interest Earnings Rents and Leases Miscellaneous Other - Resort Tax contribution Other - Non Operating revenues Fund Balance TOTAL REVENUES EXPENDITURES Mayor and Commission City Manager Communications City Clerk Finance Office of Budget & Perf Improve. Human Resources Labor Relations Procurement City Attorney Economic Development Building Planning Tourism & Cultural Development Neighborhood Services Parks and Recreation Public Works Capital Improvement Program Fire Police Citywide Accounts Citywide Accounts-Normandy Shore MillaCle-Capital Renewal & Replace. TOTAL EXPENDITURES Adopted As of Projected FY 2004/05 Mar.31, 2005 FY 2004/05 $ 78,126,160 $ 62,728,247 $ 77,826,160 1,347,070 0 1,347,070 19,568,600 8,666,796 20,094,300 11,446,631 7,308,325 12,110,736 11,117,000 3,868,358 11,338,000 6,141,136 3,302,736 6,291,166 1,404,000 644,307 1,546,200 2,836,880 1,240,238 2,884,000 2,679,145 968,696 2,748,969 6,409,227 2,063,630 6,220,497 18,928,608 9,033,837 18,928,608 8,165,421 0 8,165,421 0 0 0 $168,169,878 $ 99,825,170 $ 169,501,127 $ 1,260,879 $ 568,302 $ 1,235,879 1,888,209 900,854 1,818,209 272,588 64,016 222,588 1,527,654 616,230 1,507,974 3,460,126 1,591,701 3,397,126 1,549,053 651,578 1,514,053 1,393,979 580,516 1,348,979 193,332 93,018 193,332 706,999 333,979 706,999 3,198,595 1,460,883 3,205,595 854,064 352,105 825,314 5,482,359 2,504,308 5,632,359 2,615,594 1,119,917 2,535,594 2,397,835 850,221 2,282,835 3,730,078 1,616,879 3,640,078 21,515,815 8,250,588 21,415,815 6,073,888 2,464,954 5,943,888 2,767,082 1,021,440 2,567,082 36,350,494 17,785,022 36,725,494 61,372,608 30,705,503 61,297,608 8,074,914 3,069,303 8,054,914 136,663 0 136,663 1,347,070 0 1,347,070 $168,169,878 $ 76,601,317 $ 167,555,448 1$ 1 ,945,6791 I $ o $ 23,223,853 $ $ (300,000) 0 525,700 664,105 221,000 150,030 142,200 47,120 69,824 (188,730) 0 0 0 $ 1,331,249 $ (25,000) (70,000) (50,000) (19,680) (63,000) (35,000) (45,000) 0 0 7,000 (28,750) 150,000 (80,000) (115,000) (90,000) (100,000) (130,000) (200,000) 375,000 (75,000) (20,000) 0 0 $ (614,430) 1,945,6791 ATTACHMENT B FY 2004/2005 Enterprise Funds Summary Projection CONVENTION CENTERfTOPA REVENUES CHARGES FOR SERVICES Rents and Leases Concessions Telephones Electrical Income Services Miscellaneous and Other Subtotal OTHER Convention Development Tax Interest Earnings Retained Earnings Subtotal TOTAL REVENUES EXPENSES Payroll and Fringes Operating Electricity Management Fees to GF Depreciation Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar. 31, 2005 FY 2004/05 $ 4,632,970 $ 3,129,298 $ 4,859,640 1,414,988 1,045,858 1,501,378 332,887 245,674 357,331 985,513 729,136 902,956 454,736 390,921 509,250 577 ,430 398,470 519,642 $ 8,398,524 $ 5,939,357 $ 8,650,197 $ 3,060,000 $ 0 $ 3,060,000 38,850 34,121 66,250 3,075,000 1,958,651 3,075,000 $ 6,173,850 $ 1,992,772 $ 6,201,250 $14,572,374 $ 7,932,129 $ 14,851,447 $ 4,816,082 $ 2,173,545 $ 4,520,536 4,786,692 2,137,690 4,801,957 1,154,000 829,080 1,430,990 740,600 370,300 740,600 3,075,000 1,958,651 3,075,000 0 0 0 $14,572,374 $ 7,469,266 $ 14,569,083 1$ 282,36411 $ o $ 462,863 $ $ 226,670 86,390 24,444 (82,557) 54,514 (57,788) $ 251,673 $0 27,400 0 $ 27,400 $ 279,073 $ (295,546) 15,265 276,990 0 0 0 $ (3,291 ) 282,3641 FY 2004/2005 Enterprise Funds Summary Projection PARKING REVENUES CHARGES FOR SERVICES Meters Parking Citations Attended Parking Permits Preferred Lot Garages Space Rental Valet Towing Fees Subtotal OTHER Interest Earnings Miscellaneous Subtotal TOTAL REVENUES EXPENSES Payroll & Fringes Operating Management Fees to GF Depreciation Contributions to ElectrowavelTransp. Debt Service Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar. 31, 2005 FY 2004/05 $ 10,656,626 $ 5,322,740 $ 10,656,626 3,217,495 1,050,802 3,217,495 1,676,500 980,690 1,850,000 623,039 524,926 700,000 580,000 314,134 590,000 3,488,500 2,205,180 3,800,000 379,600 284,565 425,000 390,000 191,130 390,000 150,000 89,215 165,000 $21,161,760 $ 10,963,382 $ 21,794,121 $ 300,000 $ 314,906 $ 550,000 104,930 16,231 85,000 $ 404,930 $ 331,137 $ 635,000 $ 21,566,690 $ 11,294,519 $ 22,429,121 $ 5,932,492 $ 2,622,102 $ 5,734,344 7,368,183 2,949,637 7,298,074 2,433,400 1,216,700 2,433,400 1,633,409 592,559 1,633,409 1,600,000 800,000 1,600,000 2,186,106 1 ,281,285 2,186,106 413,100 241 ,453 581,049 $ 21,566,690 $ 9,703,736 $ 21 ,466,382 1$ 962,73911 $ o $ 1,590,783 $ Proj - Adptd Over/(Under) $ 0 0 173,500 76,961 10,000 311,500 45,400 0 15,000 $ 632,361 $250,000 (19,930) $230,070 $ 862,431 $ (198,148) (70,109) 0 0 0 0 167,949 $ (100,308) 962,7391 FY 2004/2005 Enterprise Funds Summary Projection SANITATION REVENUES CHARGES FOR SERVICES Sanitation Fees Franchise Tax-Waste Contractors Franchise Tax-Right of Way Trash Removal Roll Off Impact Fee-Construction Impact Fee-Commercial Violations/Fines Subtotal OTHER Interest Earnings/Other Retained Earnings Stormwater Fund Contribution Subtotal TOTAL REVENUES EXPENSES Payroll & Fringes Operating Garbage Contracts Management Fees to GF Depreciation Debt Service - Loan Program Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar. 31, 2005 FY 2004/05 $ 2,946,236 $ 1,416,732 $ 2,813,652 1,879,452 855,227 1,933,400 238,243 111 ,189 258,507 20,400 19,740 36,000 357,875 230,545 400,000 663,093 245,433 525,000 724,461 345,502 694,450 50,000 32,975 52,800 $ 6,879,760 $ 3,257,343 $ 6,713,809 $ 430,437 $ 40,325 $ 560,237 0 0 0 381 ,542 190,771 381,542 $ 811,979 $ 231,096 $ 941,779 $ 7,691,739 $ 3,488,439 $ 7,655,588 $ 3,923,475 $ 1,501,272 $ 3,296,939 1,328,536 759,510 1 ,495,345 1,779,850 958,933 1,953,023 264,500 132,250 264,500 195,378 114,139 228,279 150,000 75,000 150,000 50,000 21,597 112,995 $ 7,691,739 $ 3,562,701 $ 7,501,081 1$ 154,50711 $ o $ (74,262) $ Proj - Adptd Over/(Under $ (132,584) 53,948 20,264 15,600 42,125 (138,093) (30,011 ) 2,800 $ (165,951 \ $ 129,800 0 0 $ 129,800 $ (36,151) $ (626,536) 166,809 173,173 0 32,901 0 62,995 $ (190,658) 154,5071 FY 2004/2005 Enterprise Funds Summary Projection SEWER OPERATIONS REVENUES CHARGES FOR SERVICES Sewer User Fees Sewer Connection Fees Sewer Fees-Cities Subtotal OTHER Interest Earnings Miscellaneous Retained Earnings Subtotal TOTAL REVENUES EXPENSES Payroll & Fringes Operating Sewer Treatment Management Fees to GF DERM Fee Depreciation Debt Service Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar. 31, 2005 FY 2004/05 $ 23,691 ,000 $ 9,976,927 $ 23,991 ,000 65,000 33,400 70,000 2,200,000 1,028,624 2,200,000 $ 25,956,000 $ 11,038,951 $ 26,261 ,000 $ 24,000 $ 46,069 $ 95,000 530,000 367,253 530,000 337,000 130,043 337,000 $ 891,000 $ 543,365 $ 962,000 $ 26,847,000 $ 11,582,316 $ 27,223,000 $ 1,979,428 $ 985,066 $ 2,073,428 2,542,434 1,273,724 2,532,434 13,843,500 5,450,694 13,443,500 1,398,957 694,479 1,398,957 1,737,750 1,789,189 1,789,189 1,080,000 518,855 1,080,000 3,507,931 1,386,526 3,507,931 757,000 130,043 757,000 $ 26,847,000 $ 12,228,576 $ 26,582,439 1$ 640,561 II $ o $ (646,260) $ $ 300,000 5,000 0 $ 305,000 $ 71,000 0 0 $ 71,000 $ 376,000 $ 94,000 (10,000) (400,000) 0 51 ,439 0 0 0 $ (264,561 ) 640,561 I FY 2004/2005 Enterprise Funds Summary Projection STORMWATER REVENUES Stormwater Fees Interest Earnings Other TOTAL REVENUES EXPENSES Payroll & Fringes Operating Contribution Sanitation Management Fees to GF Depreciation Debt Service Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar. 31, 2005 FY 2004/05 $ 7,970,000 $ 3,924,785 $ 7,970,000 $ 60,000 78,308 146,000 20,000 390 15,000 $ 8,050,000 $ 4,003,483 $ 8,131,000 $ $ 1,208,532 $ 518,645 $ 1,179,532 1,548,426 460,252 1,423,426 381,542 190,771 381 ,542 264,500 132,250 264,500 130,000 44,504 130,000 3,575,000 1,787,500 3,575,000 942,000 30,044 942,000 $ 8,050,000 $ 3,163,966 $ 7,896,000 1$ 235,000 II $ o $ 839,517 $ $ (29,000) (125,000) 0 0 0 0 0 $ (154,000' 235,000 I FY 2004/2005 Enterprise Funds Summary Projection WATER OPERATIONS REVENUES CHARGES FOR SERVICES Water Sales Firelines Water Connection Fees Water Tapping Subtotal OTHER Interest Earnings Miscellaneous Retained Earnings Subtotal TOTAL REVENUES EXPENSES Payroll & Fringes Operating Water Purchase Management Fees to GF DERM Fee Depreciation Debt Service Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar. 31, 2005 FY 2004/05 $18,377,000 $ 7,572,381 $19,100,000 100,000 98,184 140,000 5,000 298 3,000 200,000 130,898 220,000 $ 18,682,000 $ 7,801,761 $ 19,463,000 $ 10,000 $ 19,203 $ 40,000 500,000 347,514 500,000 906,000 204,308 706,000 $ 1,416,000 $ 571,025 $ 1,246,000 $ 20,098,000 $ 8,372,786 $ 20,709,000 $ 3,251,088 $ 1,495,859 $ 3,219,088 2,299,203 985,959 2,264,203 6,584,292 2,796,914 6,684,292 1,673,843 836,922 1,673,843 1,350,000 1,494,653 1,494,653 660,000 304,815 660,000 2,899,574 1 ,146,404 2,899,574 1,380,000 204,308 1,180,000 $ 20,098,000 $ 9,265,834 $ 20,075,653 1$ 633,34711 $ o $ (893,048) $ $ 723,000 40,000 (2,000) 20,000 $ 781,000 $ 30,000 0 (200,000) $ (170,000) $ 611,000 $ $ 633,3471 ATTACHMENT C FY 2004/20~5 Internal Service Funds Summary Projection CENTRAL SERVICES REVENUES Inter-departmental Charges Charges to Outside Users Interest Retained Earnings TOTAL REVENUES EXPENSES Payroll & Fringes Operating Postage Depreciation Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar 31, 2005 FY 2004/05 $697,066 $355,881 $697,066 $0 $20,281 $30,000 1,500 1,943 4,000 54,750 27,375 54,750 $753,316 $405,480 $785,816 $302,078 $144,233 $302,078 289,484 92,053 289,484 155,610 101,889 175,000 6,144 1,546 3,092 0 0 0 $753,316 $339,721 $769,654 $0 $65,759 $16,162\ I $0 30,000 2,500 o $32,500 $0 o 19,390 (3,052) o $16,338 $16,162\ FY 2004/2005 Internal Service Funds Summary Projection FLEET MANAGEMENT REVENUES Inter-departmental Charges Sale of City Property Interest/Other Motor Fuel Tax Refund Retained Earnings TOTAL REVENUES EXPENSES Payroll & Fringes Operating Fuel Debt Service Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar 31, 2005 FY 2004/05 $5,166,317 $3,045,222 $5,590,000 220,000 0 150,000 123,321 53,082 123,321 85,000 32,970 85,000 77,500 4,299 77,500 $5,672,138 $3,135,573 $6,025,821 $1,226,440 $543,527 $1,134,224 1,798,252 722,316 1,798,252 1,278,800 813,157 1,680,000 1,291,146 0 1,291,146 77,500 4,299 72,500 $5,672,138 $2,083,299 $5,976,122 $0 $1,052,274 $49,6991 I $423,683 (70,000) o o o $353,683 ($92,216) o 401,200 o (5,000) $303,984 $49,6991 FY 2004/2005 Internal Service Funds Summary Projection INFORMATION TECHNOLOGY REVENUES Inter-departmental Charges Other/l nterest Retained Earnings TOTAL REVENUES EXPENSES Payroll & Fringes Operating Telephone Depreciation Debt Service Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar 31,2005 FY 2004/05 $8,516,394 75,377 2,500,000 $11,091,771 $4,239,779 18,356 922,195 $5,180,330 $8,516,394 50,000 2,500,000 $11,066,394 $3,497,803 $1,501,217 $3,347,803 2,591,066 1,432,704 2,591,066 1,167,687 458,511 1,167,687 1,085,789 276,132 1,085,789 249,426 0 249,426 2,500,000 922,195 2,500,000 $11,091,771 $4,590,759 $10,941,771 $0 $589,571 $124,6231 I $0 (25,377) o ($25,377) ($150,000) o o o o o ($150,000) $124,6231 FY 2004/2005 Internal Service Funds Summary Projection PROPERTY MANAGEMENT REVENUES Inter-departmental Charges Other/I nterest Construction Projects Retained Earnings TOTAL REVENUES EXPENSES Payroll & Fringes Operating Depreciation Capital TOTAL EXPENSES Adopted As of Projected FY 2004/05 Mar 31, 2005 FY 2004/05 $6,609,649 $3,303,850 $6,609,649 5,000 1,407 3,000 634,737 67,621 500,000 72,050 7,475 72,050 $7,321,436 $3,380,353 $7,184,699 $3,460,671 $1,578,728 $3,325,671 3,603,715 1,622,080 3,563,715 185,000 110,159 220,318 72,050 7,475 72,050 $7,321,436 $3,318,442 $7,181,754 $0 $61,911 $2,9451 I $0 (2,000) (134,737) o ($136,737) ($135,000) (40,000) 35,318 o ($139,682) $2,9451 FY 2004/2005 Internal Service Funds Summary Projection Adopted As of Projected RISK MANAGEMENT FY 2004/05 Mar 31, 2005 FY 2004/05 REVENUES Inter-departmental Charges $13,243,922 $7,033,350 $13,243,922 $0 Other/l nterest 100,000 54,033 110,000 10,000 Retained Earnings 2,279,000 0 2,279,000 0 TOTAL REVENUES $15,622,922 $7,087,383 $15,632,922 $10,000 EXPENSES Operating $1,428,841 $349,605 $1,428,841 $0 Administrative Fees 674,481 337,240 674,481 0 Non-Operating 13,519,600 4,640,137 13,519,600 0 TOTAL EXPENSES $15,622,922 $5,326,982 $15,622,922 $0 $0 $1,760,401 $10,000 I $10,000 I (") 0 ..~ U1 ~ ,,,../ ~ -~;;.> m --< ,"-'" f'T" \. ,J <::T\ ,!,..,~ J . ~ "; 3::a .- C-'} =.r. """- C::CI 6 rn .,., -r1 0 en Q 0 f"'I1