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File #: AM No. 25-087   
Type: Staff Report Status: Presented
File created: 5/5/2025 In control: City Council
On agenda: 5/20/2025 Final action: 5/20/2025
Title: First Quarter 2025 Financial Report
Attachments: 1. Agenda Memo, 2. Attachment A: First Quarter 2025 Financial Report Presentation
TO: Members of the City Council
FROM: Mayor Angela Birney
DEPARTMENT DIRECTOR CONTACT(S):
Finance
Kelley Cochran
425-556-2748

DEPARTMENT STAFF:
Finance
Haritha Narra
Deputy Finance Director
Finance
Hailey Zurcher
Financial Planning Manager


TITLE:
title
First Quarter 2025 Financial Report


OVERVIEW STATEMENT:
recommendation
Review the City's financial performance from January 2025 to March 2025. Please note that the 2024 year-end process is still in progress, and the figures presented here are preliminary due to the impact on January figures.

? 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, 2025, through March 31, 2025, include the following:

REVENUE:

Total revenue is 8.9%, or $1.7 million, below target.
* Property Tax is 96.6%, or $339,000, above target.

* Sales & Use Tax is 54.9% ($1.8 million) above target, driven primarily by growth in wholesale and information industries. Please note that due to a two-month lag in collections, March 2025 is not yet included.

* Utility & Other Taxes are 9.4%, or $230,000, below target.

* Development Permits and Fees are 21.0%, or $844,000, below target, due to a decrease in construction activity compared to previous years. Development fees were updated in 2024.

* Other Revenues are 42.5%, or $2.2 million, below target.

EXPENDITURES:

* Total expenditures are 0.6%, or $2.2 million, under target.

* Spend rate for some departments are above/below target:

* Executive Department is 2.5%, or $368,000, below target primarily due to position vacancies.

* Planning Department is 3.0%, or $892,000, below target primarily due to position vacancies and timing of one-time expenditures.

* TIS Department is 1.0%, or $278,000, over the target primarily due t...

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