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HomeMy WebLinkAboutItem 05 - Financial Report 4/18/2019 .(RAP VISE. Quarterly Financial Report presented by Greg Jordan April 16, 2019 GRAP VINE General Fund Summary F:.), 5ts� General Fund Revenue Projection Year-end Projection 30,000,000 Revenues: 68,031,369 25,000,000 Expenditures 67,714,712 Surplus/(Gap): 316,657 20,000,000 Notable factors: 15,000,000 10,000,000 The General Fund is poised to deliver a healthy surplus 5,000,000 primarily driven off Sales Tax 0 M M _ M , and Mixed Beverage Tax y s 2, �; s % T. aL�iQ°jc�sT PQe� �7s�'L�c Pf�'9oL s e o s s s ■Projection ■Projected Gap ■Projected Surplus 1 4/18/2019 GI�P VINE General Fund Sales Tax F: �ti. 35,000,000 30,000,000 458 25,000,000 20,000,000 38 21,06 15,000,000 10,000,000 5,000,000 0 A��B A��9A -YTD -Remaining 3 General Fund *PNE Revenue Comparison 80,000,000 70,000,000 69,955,426 68,031,369 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 0 79 A% 4d9 o� 4 2 4/18/2019 General Fund VPE Expenditure Comparison 70,000,000 68,147,869 67,714,712 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 0 19 AQP It d9 of mf GRAR VINE o� s Utility Fund Summary F:.), 5ts� Utility Fund Revenue Projection Year-end Projection 18,000,000 Revenues: 24,284,352 16,000,000 *Expenditures 23,753,491 14,000,000 Surplus/(Gap): 530,861 12,000,000 Notable factors: 10,000,000 8,000,000 The Utility Fund is on track with its budget,which anticipated a 6,000,000 $500k surplus for the current 4,000,000 FY 2,000,000 0 o/ df�� dsfo hP� �a to ■Projection ■Projected Gap Projected Surplus 3 4/18/2019 GRA EVINE Utility Revenue Comparison r e• s •� s` 35,000,000 30,349,964 30,000,000 25,000,000 24,284,352 20,000,000 15,000,000 10,000,000 5,000,000 0 T�79A 79 It O O °fdi r% a9 cf. of .CRAP VISE. Golf Fund Summary r F- , A ,* a� J Year-end Projection 1,600,000 Golf Fund Revenue Projection 1,400,000 Revenues: 2,882,357 1,200,000 Expenditures 2,961,019 Surplus/(Gap): (78,662) 1,000,000 800,000 Notable factors: 600,000 400,000 Fairway Drive road closure and 200,000 wet, cold winter reduced 0 demand. So far, spring rains °d�� °P ��� ��,c C" T °fh� continue to impact play. Summer months combined with s Pis shA 'sem �f�% °g belt-tightening should close the gap. ■Projection ■Projected Gap Projected Surplus 4 4/18/2019 %AA� Golf Revenue Comparison 4,000,000 3,133,750 3,000,000 2882357 2,000,000 1,000,000 0 79, 9I 4q,9 ef. Af 9 .CRAP VISE. Lake Parks Fund Summary ,r F , A ,* �a� J Lake Parks Revenue Projection Year-end Projection 2,400,000 Revenues: 2,698,305 2,000,000 Expenditures 2,688,064 Surplus/(Gap): 10,241 1,600,000 1,200,000 Notable factors: -High lake levels forced some 800,000 park closures early in the FY. -Campgrounds and aoo,000 Meadowmere closed on Oct o 26 and reopened Dec 14, a° e oN F� �� 0, 2018 AS, ANS ■Projection ■Projected Gap Projected Surplus io 5 4/18/2019 GR VINE Lake Parks , Revenue Comparison 4,000,000 3,000,000 2,698,305 2,535,212 2,000,000 1,000,000 0 c�78J, J, c�719 c�79,o 79� O O °fa, -!e 4a9 o� 11 ;IAP VISE. Hotel Occupancy Tax F X A ,� X J 24,000,000 21,000,000 19,809,760 20,374,256 18,000,000 15,000,000 8,290 12,000,000 9,000,000 6,000,000 3,000,000 7176 5,966 0 ■YTD ■Remaining 12 6 4/18/2019 GRA V1N"E Mixed Beverage 2,000,0005 1,839 788 1,600,000 1,200,000 1,405 800,000 400,000 434, 4 9 0 X,��� A\ X, T�76 � � � � --'910 J•� a YTD ■Remaining 13 .CRAP VISE. Unemployment Rate �T F. , A ,� Feb 2014 — Feb 2019 9.0 8.0 6.0 5.0 4.0% 3.8 3.0% % 2.0 1.0% 0.0 e6 Edi 949. "ok e6 Edi 949. wok e6 Edi 949. wok e6 Edi 949. wok e6 Edi 949. wok e6 7R JQ J� JF 7S, JS JS JS 7s 76 J6 JS 7) J] J> J] 78 J8 J8 J8 79 —Grapevine —National 14 7 4/18/2019 Gl�A� 1 Monthly Financial Report Summary All major funds are projected to end FY19 at or near adopted budget Grapevine unemployment estimates below national average Local economy remains sound 15 .CRAP VI - )E-T FY i 4"t Quarterly Financial Report presented by Greg Jordan April 16, 2019 8