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File #: AM No. 22-141   
Type: Staff Report Status: Presented
File created: 9/7/2022 In control: City Council
On agenda: 9/20/2022 Final action: 9/20/2022
Title: Second Quarter 2022 Financial Report
Attachments: 1. Agenda Memo, 2. Attachment A: Presentation

TO: Members of the City Council

FROM: Mayor Angela Birney

DEPARTMENT DIRECTOR CONTACT(S):

Finance

Chip Corder

425-556-2189

 

DEPARTMENT STAFF:

Finance

Kelley Cochran

Deputy Finance Director

Finance

Haritha Narra

Financial Planning Manager

 

 

TITLE:

title

Second Quarter 2022 Financial Report

 

OVERVIEW STATEMENT:

recommendation

The purpose of this staff report is to review the City’s quarterly financial performance from January 1, 2021 through June 30, 2022.

body

  Additional Background Information/Description of Proposal Attached

 

 

REQUESTED ACTION:

 

  Receive Information                                            Provide Direction                                            Approve

 

 

REQUEST RATIONALE:

 

                     Relevant Plans/Policies:

N/A

                     Required:

N/A

                     Council Request:

N/A

                     Other Key Facts:

N/A

 

 

OUTCOMES:

The key financial highlights from January 1, 2021 through June 30, 2022 include the following:

General Fund

                     Total revenues are 24.3%, or $35.2 million, above target.

 

                     Property tax is 1.0%, or $358,000, above target.

                     Sales & use taxes are 83.2%, or $32.1 million, above target primarily due to the high level of development activity. This includes retail sales tax, criminal justice sales tax, and use tax. Ongoing retail sales tax is 25.8%, or $8.9 million, above target. One-time retail sales tax, which primarily relates to construction, is $25.6 million through June 30, 2022.

 

                     Utility & other taxes are 6.1%, or $1.0 million, above target primarily due to a spike in electric and gas utility tax.

 

                     Intergovernmental revenues are 0.7%, or $173,000, below target.

 

                     License & permit fees are 20.3%, or $3.7 million, above target primarily due to the high level of development activity.

 

                     Total expenditures are 8.5%, or $15.9 million, below target primarily due to position vacancies, reduced spending on travel and training, and the budget adjustments adopted by ordinance on August 17, 2021.

 

Other Funds

                     Recreation Activity Fund:  Total revenues are 33.5%, or $677,000, above target primarily due to indoor programs starting in 2022, winter/spring/summer program registrations, field rentals, and donations.

 

                     Water/Wastewater M&O Fund: Total revenues are 2.0%, or $1.1 million, more than total expenditures. Commercial water consumption is 2.0% below target.

 

                     Capital Investment Program:  Total expenditures are 45.0% of budget at the 75.0% point of the 2021-2022 biennium.

 

 

 

COMMUNITY/STAKEHOLDER OUTREACH AND INVOLVEMENT:

 

                     Timeline (previous or planned):

N/A

                     Outreach Methods and Results:

N/A

                     Feedback Summary:

N/A

 

 

BUDGET IMPACT:

 

Total Cost:

N/A

 

Approved in current biennial budget:                                            Yes                                            No                                            N/A

 

Budget Offer Number:

N/A

 

Budget Priority:

N/A

 

Other budget impacts or additional costs:                       Yes                                            No                                            N/A

If yes, explain:

N/A

 

Funding source(s):

N/A

 

Budget/Funding Constraints:

N/A

 

  Additional budget details attached

 

 

COUNCIL REVIEW:

 

Previous Contact(s)

Date

Meeting

Requested Action

N/A

Item has not been presented to Council

N/A

 

Proposed Upcoming Contact(s)

Date

Meeting

Requested Action

N/A

None proposed at this time

N/A

 

Time Constraints:

N/A

 

 

ANTICIPATED RESULT IF NOT APPROVED:

N/A

 

 

ATTACHMENTS:

Attachment A: Second Quarter 2022 Financial Report Presentation