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2021-01-20 City Council Item No. 12.1 Staff Presentation Fiscal Year Ending June 30, 2020 Regular MEETING - Additional Meeting MaterialsCity of Menifee Fiscal Year Ending June 30, 2020 Financial Statements Wendy Preece: Deputy Finance Director Ann-Marie Etienne: Financial Services Manager City Council Meeting January 20, 2021 IT’S BEEN A CRAZY YEAR… Three Sections to the Financial Statements 1.Introductory Section Provides general information about the City, its organizational structure, leadership and economic condition; 2.Financial Section Includes the basic financial statements, notes to the basic financial statements, management’s discussion and analysis (MD&A), the report of the independent auditors and other supplementary information; 3.Statistical Section Provides facts and figures about financial trends in the City, revenue and debt capacity, demographic and economic information and the operations of the City. -1- 126 Individual Funds General Fund (2) 1 General Fund with 21 Individual Departments 1 Measure DD General Fund Internal Service Fund (3) 1 Information Technology 1 Fleet Services 1 Facility Maintenance Special Revenue Funds (116) 30 Lighting, Landscape & Maintenance Districts (LLM&D)1 Gas Tax 31 Development Impact Fee (DIF)1 Measure A 41 Community Facility Districts (CFD)1 Air Quality Mgmt District (AQMD) 6 Community Service Areas (CSA)1 P.E.G. 3 Grant Funds (Grant Fund, CDBG Fund, SLESF Fund)1 SB 1 Road Maintenance Capital Projects Fund (2)Debt Service Fund (1) 1 Capital Project 1 Debt Service 1 TUMF Fund Fiduciary Funds (2) 1 Trust Fund 1 Veterans Memorial Fund -2- Total Governmental Funds Revenue $87,143,427 -3- Intergovernmental = VLF, Sheriff fees, State SB 90, Gas Tax, Measure A, WRCOG TUMF reimbursements and Grants Use of Money and Property = Interest Total Governmental Funds Revenue CAFR page 17 -4- Category FY 2019 FY 2020 Change % Change 38,523,243$ 44,111,372$ 5,588,129$ 14.51% 10,765,702 10,011,450 (754,252) -7.01% 13,820,929 16,762,108 2,941,179 21.28% 8,428,907 8,177,911 (250,996) -2.98% 2,011,031 1,805,179 (205,852) -10.24% 942,403 598,244 (344,159) -36.52% 14,077,226 5,559,177 (8,518,049) -60.51% 162,935 117,986 (44,949) -27.59% 88,732,376$ 87,143,427$ (1,588,949)$ -1.79% Intergovernmental Licenses and Permits Taxes Total revenues Charges for Service Fines & Forteitures Developer Participation Miscellaneous Use of money & property Total Governmental Funds Expenditures $93,803,271 -5- Total Governmental Funds Expenditures CAFR page 17 -6- FY 2019 FY 2020 Change % Change 8,169,511 9,981,475 1,811,964 22.18% 27,389,574 33,869,480 6,479,906 23.66% 5,693,505 5,196,946 (496,559) -8.72% 3,592,890 3,977,479 384,589 10.70% 13,436,193 20,997,861 7,561,668 56.28% 5,143,341 18,164,545 13,021,204 253.17% Debt Service 1,305,488 1,615,485 309,997 23.75% 64,730,502$ 93,803,271$ 29,072,769$ 44.91% Public Safety Category General Government Capital Outlays Total Expenditures: Engineering and Public Works Community Development Recreation Services Total General Fund Revenues Inclusive of Measure DD $65,185,364 Intergovernmental = VLF, Sheriff report and repossession fees, State SB 90 revenues Use of Money and Property = Interest -7- Total General Fund Revenue Inclusive of Measure DD CAFR page 17 -8- Category FY 2019 FY 2020 Change % Change 37,657,089$ 43,230,255$ 5,573,166$ 14.80% 10,765,702 10,011,450 (754,252) -7.01% 6,768,936 7,246,904 477,968 7.06% 2,430,982 3,127,661 696,679 28.66% 856,594 852,864 (3,730) -0.44% 942,403 598,244 (344,159) -36.52% 152,683 117,986 (34,697) -22.72% 59,574,389$ 65,185,364$ 5,610,975$ 9.42% Taxes Licenses and Permits Intergovernmental Charges for Service Use of money & property Fines & Forteitures Miscellaneous Total revenues Total General Fund Expenditures Inclusive of Measure DD $58,789,409 -9- Total General Fund Expenditures Inclusive of Measure DD CAFR pages 17 -10- FY 2019 FY 2020 Change % Change 7,576,583$ 9,348,685$ 1,772,102$ 23.39% 26,717,296 33,199,921 6,482,625 24.26% 5,693,505 5,196,946 (496,559) -8.72% 1,761,891 1,993,991 232,100 13.17% 4,311,959 4,570,234 258,275 5.99% 3,897,886 4,479,632 581,746 14.92% 49,959,120$ 58,789,409$ 8,830,289$ 17.68% Capital Outlay Total Expenditures: Category General Government Public Safety Community Development Recreation Services Engineering & Public Works Capital Assets CAFR page 36 -11- Asset Type FY 2019 FY 2020 Change Land & Right of Way 18,716,542 21,673,056 2,956,514 Construction in Progress 21,777,541 30,818,727 9,041,186 Building, Equip. & Infrastructure 209,447,853 265,800,360 56,352,507 Less Accumulated Depreciation (75,026,440) (84,829,243) (9,802,803) Totals 174,915,496$ 233,462,900$ 58,547,404$ Murrieta Road / Park City Traffic Signal -12- Lyle Marsh Park Playground Improvements -13- Sherman/Ethanac Reconstruction -14- Adams Avenue Sidewalk Improvements -15- Andalusia/Belcanto Asphalt Overlay -16- Goetz Road Asphalt Overlay -17- Scott Road/I-215 Interchange -18- Award for Excellence in Financial Reporting -19- Questions?Thank You.