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HomeMy WebLinkAboutReg 2011-06-20 Item 2C - Presentation - 2011 First Quarter Financial ReportMarch, 2011 Summary City -wide, unreserved fund balances increased $1 5 million in the first quarter 2011 from $49.3 million at December 31, 2010 to $50 9 million at March 31, 2011. The governmental funds contributed $959 thousand to the increase, the internal service funds contributed $485 thousand to the increase and the enterprise funds contributed $112 thousand to the increase. The changes in each of the fund balances is displayed in a table on page 2. Of the governmental funds, the Gen- eral Fund experienced a decline in fund balance of $110 thousand. This decline includes a $566 thousand transfer out to the Contingency Fund. The special reve- nue fund group experienced an increase of $1.2 million including the $566 thou- sand added to the Contingency Fund. The capital project fund group experienced a decline of $135 thousand due mainly to the spend down of the bond proceeds for the emergency management capital equipment. The enterprise funds had a net increase of $112 thousand comprised mainly of an $1.15 million increase in the Surface Water Fund combined with a $1 million de- crease in the other enterprise funds. The decline in the water and sewer funds is due in part to the Andover Park West emergency sewer repair project. The in- crease in the Surface Water Fund was expected due to the timing of the semi- annual billing cycle. The internal service fund group increase of $485 thousand is attributable mainly to the $267 thousand increase in the Equipment Replacement Fund and the $168 thousand increase in the healthcare Self- insurance Fund. The Equipment Rental Fund generated revenue through the interfund billings to City departments and funds, producing revenue at 25% of the annual budget. However, budgeted pur- chase, repair and capital expenditure activity did not occur to the same extent, resulting in the operating surplus. The City's financial status appears stable as of the end of the first quarter. How- ever, certain more recent events may affect the operating results of the second quarter. Generally, the economy has lapsed into a slowdown once again, and spe- cifically, the ramp up of the Southcenter Access Project at the end of March and the associated closure of certain sections of Southcenter Parkway may adversely affect second and third quarter sales tax revenue as access to businesses adjacent to the construction area have reportedly been impacted by the project. Unrestricted / Unreserved Fund Balances GOVERNMENT FUNDS ENTERPRISE FUNDS INTERNAL SERVICE FUNDS Actual 1st Quarter Actual 12/31/2010 Increase 03/31/2011 $28,762,831 $959,540 $29,722,371 11,158,079 112,263 11,270,343 9,461,981 485,722 9,947,703 GRAND TOTAL $49,382,891 $1,557,526 $50,940,417 Inside this issue: Fund balances 2 General Fund expense General Fund revenue 3 General Fund revenue — continued 4 5 Other Funds 6 Foster Golf Course Financial Data 7 3 Fund Balances General Fund Hotel /Motel Tax Fund Street Fund Arterial Street Fund Contingency Fund Fire Equip Cum Reserve Drug Seizure Fund Debt Service Funds Parks Acq Fund Facility Replacement Fund General Gov Improvements Fire Impact Fee Fund Water Fund Sewer Fund Foster Golf Fund Surface Water Fund Equipment Replacement Fund Self- Insurance Fund LEOFF Insurance Fund ** Unreserved / unrestricted Fund Balances ** As of March 31, 2011 I � 1 1 $5,646,681 0 $899,916 $670,123 $1,456,606 $745,3 6 -' $283,337 $(8,947) $4,792,089 1 $2,051,032 11 $1 397,115 ■ $165,331 $5,287,667 -II $2,560,e79 $(20,676) $3,442,772 $3,589,750 $4,721,605 11.,636,348. v r $- 11,623,721 $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 Fund 000 General Fund 101 Hotel /Motel Tax Fund 103 Street Fund 104 Arterial Street Fund 105 Contingency Fund 107 Fire Equip Cum Reserve 109 Drug Seizure Fund Sub -Total Special Revenue Funds 1st Quarter Actual Increase Actual 12/31/2010 (Decrease) 03/31/2011 $ 5,757,040 $ (110,359) $ 5,646,681 850,106 49,810 899,916 607,646 62,477 670,123 11,053,410 570,311 11,623,721 889,470 567,137 1,456,606 744,890 476 745,366 316,024 (32,687) 283,337 14,461,545 1,217,525 15, 679,070 2 "" Debt Service Funds 3,050 (11,998) (8,947) 301 Parks Acq Fund 4,773,512 18,577 4,792,089 302 Facility Replacement Fund 2,058,647 (7,615) 2,051,032 303 General Gov Improvements 1,553,018 (155,903) 1,397,115 305 Fire Impact Fee Fund 156,018 9,313 165,331 Sub -Total Capital Project Funds 8,541,195 (135,628) 8,405,568 Total GOVERNMENT FUNDS 28,762,831 959,540 29,722,371 401 Water Fund 5,928,552 (640,884) 5,287,667 402 Sewer Fund 2,658,708 (98,128) 2,560,579 411 Foster Golf Fund 280,013 (300,689) (20,676) 412 Surface Water Fund 2,290,807 1,151,965 3,442,772 Total ENTERPRISE FUNDS 11,158,079 112,263 11,270,343 501 Equipment Replacement Fund 3,321,984 267,767 3,589,750 502 Self- Insurance Fund 4,553,247 168,357 4,721,605 503 LEOFF Insurance Fund 1,586,749 49,598 1,636,348 Total INTERNAL SERVICE FUNDS 9,461,981 485,722 9,947,703 GRAND TOTAL $ 49,382,891 $ 1,557,526 $ 50,940,417 Page 2 2011 FIRST QUARTER FINANCIAL REPORT 4 General Fund Revenue Actual revenue achieved for the first quarter was 21.25% of the annual budget instead of the 25% expected, producing a $1.9 million deficiency. 2011 Annual Budget Prorated Budget Actual Year -To -Date Variance Actual to Prorated Budget %of Annual Budget $51,180,014 $12,795,004 $10,876,046 ($1,918,958) 21.25% Property and Sales Taxes The first quarter revenue deficiency is largely due to the timing of 2011 property tax collections. Property tax received through the first quarter represented only 2% of budget. However, the first half year taxes are due April 30 and therefore most would not have been collected by the end of the first quarter, March 31. The property tax collected as of this writing exceeds 50% of budget which suggests all budgeted property tax will be collected for the year. Sales and use tax received in the first quarter totaled $4.6 million which exceeds the prorated budget for this period by $592,999. The revenue includes sales tax collected in No- vember 2010, December 2010 and January 2011; sales tax is received from the state two - months after collection. For the most up -to -date sales tax information, please see the Sales Tax Reports prepared and presented to the Finance & Safety Committee by the Finance Director. TAX REVENUE 2011 Annual Budget Prorated Budget Actual Year -To -Date Variance Actual to Prorated Budget %of Annual Budget Real and Personal Property Sales and Use Tax $13,530,000 $3,382,500 $16,025,000 $294,371 $4,006,250 $4,599,249 ($3,088,129) 2.18% $592,999 28.70% License Fees Revenue Generating Regulatory License (RGRL) fees and the Rental Housing License fees generated less revenue than expected. Even though each of these revenue sources exceeded the 25% first quarter bench- mark, with 64.58% and 25.79% of the budget realized respectively, the majority of the revenue should have been received in the first quarter since the fees are due January 31. The $672,968 and $27,450 respective negative variances - the difference between the annual revenue budgeted and the first quarter receipts - has been reduced as of this writing to approximately $500,000 and $18,850 respectively. Business license revenue totaled $252,042 for the quar- ter, or 32.12% of budget. Although most of the business license revenue is received in the first quarter of the year, additional revenue is collected throughout the year as well. The first quarter total of $252,042 is comparable to the first quarter 2010 total of $244,541. Total business license reve- nue for 2010 was $550,416. With the majority of the business licenses now processed, the Finance Department will begin auditing business license applications received. This will include requesting copies of quarterly reports filed by the businesses with the department Labor & Industries and verifying worker hours reported on the license applications to confirm the accuracy of the RGRL fees. FEE REVENUE 2011 Annual Budget Prorated Budget Actual Year -To -Date Variance Actual to ANNUAL Budget % of Annual Budget Revenue Generating Regulatory License (RGRL) Rental Housing License Business Licenses $1,900,000 $42,750 $784,774 $475,000 $10,688 $196,194 $1,227,032 ($672,968) $15,300 ($27,450) $252,042 ($532,732) 64.58% 35.79% 32.12% Page 3 2011 FIRST QUARTER FINANCIAL REPORT 5 General Fund Revenue Continued Charges for Services The General Fund revenue category, charges for services, yielded only 15.86% of budget producing a $209,427 negative budget variance. This is par- tially due to the cyclical nature of the fees as some of the activates that generate the fees occur more frequently in the second and third quarter of the year. The Recreation programs have many more participants in the summer months; construction activity, which generates protective inspection fees and plan check and review fees, also accelerates in the spring and summer months. Account detail for selected report line items in the revenue category, charges for services, is listed be- low. Additionally, the first quarter 2010 revenue col- lected for security was $58,155, for plan check and review fees was $230,866 and for culture and recrea- tion fee was $120,667. CHARGES FOR SERVICES 2011 Annual Budget Prorated Budget Actual Year -To -Date Variance Actual to Prorated Budget o /o of Annual Budget SECURITY Law Enforcement Services $175,000 $43,750 $23,171 ($20,579) 13.24% Probation Services $83,000 $20,750 $19,533 ($1,217) 23.53% Protective inspection fees $225,939 $56,485 $16,403 ($40,081) 7.26% Other $9,442 $2,361 $2,080 ($61,877) 22.03% TOTAL SECURITY $493,381 $123,345 $61,188 ($103,175) 12.40% PLAN CHECK & REVIEW FEES Zoning and subdivision fees $120,000 $30,000 $26,902 ($3,098) 22.42% Plan checking fees $670,000 $167,500 $108,798 ($58,702) 16.24% Other $43,500 $10,875 $14,485 $3,610 33.30% TOTAL PLAN CHECK & REVIEW $833,500 $208,375 $150,186 ($58,189) 18.02% CULTURE AND REC FEES Fitness drop ins, passes $136,000 $34,000 $37,794 $3,794 27.79% Youth & Teen programs $381,000 $95,250 $41,936 ($53,314) 11.01% Adult & Senior Programs $138,000 $34,500 $28,276 ($6,224) 20.49% Pool program fees $87,000 $21,750 $20,618 ($1,132) 23.70% TOTAL CULTURE & REC $742,000 $185,500 $128,623 ($56,877) 17.33% Page 4 6 2011 FIRST QUARTER FINANCIAL REPORT General Fund Expense The General Fund expenditures constituted 20.79% of the budget at March 31, 2011, producing a quarterly prorated sav- ings of $2.2 million. Some of the savings, $1 4 million, comes from delayed transfers out of the general fund and into other funds. The $8,039,495 annual budget for transfers out of the general fund includes $2,000,000 for transfers to fund 104 - Arterial Street, $2,200,000 to fund 303 - General Government, $2,903,495 to the debt service funds and $936,000 to other funds. These transfers will be made as the funds are needed. Most department expenditures are in line with the budget with some departments coming in under budget. The Street Maintenance department is slightly over budget. This department incurred expenses to mitigate snow conditions in Janu- ary and in responding to the Andover Park West emergency sewer repair incident. The Municipal Court also appears to be slightly over budget due to public defender costs being charged to the Court instead of the Mayor's department as budgeted. When these charges are moved to the correct department (completed after March 31), the Municipal Court expenditures fall within budget. Unemployment compensation, which is included with salaries and benefits in the Category report below, is 59.98% of budget. The costs stem from claims by individuals who separated service at the end of 2010. GENERAL FUND DEPARTMENT BUDGETS DEPARTMENTS Annual Budget Prorated Budget 1st Qtr Actual Variance ** %o of Budget City Council 262,634 65,659 $ 60,765 $ (4,894) 23.1% Mayor 2,468,436 617,109 438,920 (178,189) 17.8% Human Resources 542,979 135,745 118,246 (17,498) 21.8% Finance 1,524,117 381,029 372,492 (8,537) 24.4% City Attorney 542,731 135,683 60,230 (75,453) 11.1% Recreation 2,962,377 740,594 617,324 (123,270) 20.8% Community Development 2,631,309 657,827 589,145 (68,682) 22.4% Municipal Court 978,529 244,632 253,014 8,382 25.9% Police 14,267,695 3,566,924 3,393,768 (173,156) 23.8% Fire 9,948,846 2,487,212 2,455,258 (31,953) 24.7% Information Technology 1,104,845 276,211 227,529 (48,683) 20.6% Public Works 3,484,525 871,131 779,067 (92,065) 22.4% Park Maintenance 922,901 230,725 211,653 (19,072) 22.9% Street Maintenance 2,603,943 650,986 704,614 53,628 27.1% Dept20 8,592,495 2,148,124 704,380 (1,443,744) 8.2% TOTAL. $ 52,838,362 $ 13,209,591 $ 10,986,405 $ (2,223,185) 20.8% GENERAL FUND CATEGORY BUDGETS CATEGORIES Annual Budget Prorated Budget 1st Qtr Actual Variance ** % of Budget Salary and benefits $ 32,273,035 $ 8,068,259 $ 7,722,659 $ (345,599) 23.9% Supplies 1,263,574 315,894 163,787 (152,106) 13.0% Professional services 8,278,858 2,069,715 2,126,247 56,532 25.7% Intergovernmental 2,878,400 719,600 407,452 (312,148) 14.2% Capital expenditures 105,000 26,250 - (26,250) 0.00% Miscellaneous general 8,039,495 2,009,874 566,260 (1,443,614) 7.0% TOTAL $ 52,838,362 $ 13,209,591 $ 10,986,405 $ (2,223,185) 20.8% Pages 2011 FIRST QUARTER FINANCIAL REPORT 7 Other Governmental funds Fund 104 - Arterial Street Fund. Capital expen- ditures and related activity in the Arterial Street fund were below budget for two main reasons. First, construction on the Southcenter Parkway Extension project was delayed due to an unan- ticipated federal permitting requirement. Sec- ondly, the Southcenter Access Project (Klickitat) did not begin construction until the end of March, the end of the first quarter. Fund 303 - General Government Fund. Expen- ditures were made for the new telephone system funded by the 2010 bond proceeds. Certain budgeted expenditures for removal of the flood prevention materials, the Hesco barriers and the Super Saks, were not incurred. Removal of these measures has been postponed until the Howard Hanson dam is re- examined by the Army Corp of Engineers. The removal will also be coordinated with the neighboring cities of Auburn and Kent. Enterprise funds Fund 401 -Water Fund. The Wa- ter fund realized a fund balance decline of $640 thousand. Of this, $269 thousand is attributable to water sales coming in at 19.32% of budget instead of 25% of budget as anticipated Water consumption and rates increase in the summer months. As such, water sale reve- nue is expected to reach targeted levels by the second or third quar- ter. Intergovernmental revenue is also below budget. This revenue per- tains to the water system work be- ing done in connection with the Southcenter Parkway Extension project. 2011 cost reimbursements had not been received as of the end of the quarter. Fund 402 -Sewer Fund. The Sewer fund realized a fund bal- ance decline of $98 thousand which is less than the projected $335 thousand decline. The An- dover Park West emergency sewer repair caused unantici- pated expenditures raising costs for certain line items. Fund 411 — Foster Golf Course. The golf course experi- enced a $300,689 decline in fund balance for the first quarter. An annual decline of $372,169 was budgeted. Only 5.43% of reve- nue was realized in the first quar- ter due primarily to the seasonal nature of golf revenues. The first quarter of the year is less conducive to playing golf because of the wet and cold weather. It can be the slow- est revenue generating quarter of the year. Also, the budgeted transfer in of funds from the general fund was not realized. Expenditures were 17.71% of budget and include the $55,379 quar- terly charge for the 2011 indirect cost allocation. To better understand the finances of the golf course, a schedule is in- cluded on page 7 of this report com- paring 2006 to 2010 actual revenues and expenses and 2011 budgeted revenue and expense. The schedule is annotated to identify interfund transactions and provide other infor- mation. Page 6 8 2010 FOURTH QUARTER FINANCIAL REPORT Foster Golf Course Comparative Financial Data Revenue General Revenue Sales and Use Taxes Excise Taxes Total General Revenue Charges for Services Sale of Merchandise Greens Fees, Instruction Total Charges for Services Miscellaneous Revenue Investment Earnings Rents and Concessions Concession contract proceeds Other Misc Revenue Total Miscellaneous Revenue Transfers In Total Revenue 2006 2007 ACTUAL 2008 2009 BUDGET 2010 2011 $ 644,321 $ 500,000 $ 500,000 $ 327,999 $ 329,527 $ 1,152 2,011 2,240 560 2,867 - (a) 1,570 645,473 502,011 502,240 328,559 163,302 177,175 1,059,081 1,080,308 1,222,383 1,257,483 22,998 34,920 196,071 266,909 328,517 (254,684) 1,808 706 549,395 47,852 170,262 1,106,524 1,276,786 22,303 259,484 25,171 306,957 157,967 1,043,663 1,201,630 3,079 220,729 2,076 225,884 332,394 1,570 132,220 148,000 1,023,689 1,205,500 1,155,909 1,353,500 1,213 1,130 267,192 331,000 (640) 267,765 332,130 225,000 (a) 2,417,250 1,807,346 2,085,984 1,756,073 1,756,067 1,912,200 Expenditures 02 AR Bad debt expense 11 Salaries 12 Extra Labor 13 Overtime 21 FICA 23 PERS 24 Industrial Insurance 25 Medical, Dental, Life, Optical 26 Unemployment Compensation 28 Uniform Clothing 31 Office & Operating Supplies 34 Items Purchased for Resale 35 Small Tools & Minor Equipment 41 Professional Services 42 Communication 43 Travel 44 Advertising 45 Operating Rentals & Leases 45 -94 Equipment rental - O &M 45 -95 Equipment rental - replacement 46 Insurance 47 Public Utility Services 47 -09 Maintenance building 48 Repairs & Maintenance 49 Miscellaneous 53 Excise Taxes 54 Interfund admissions tax 64 Capital Outlay 71 Debt Service Principal Bonds 75 Debt Service Principal Capital lease 81 Debt Service Interest Total Foster Golf Course Fund (a) (b) ( c) (d) (e) (f) Transfers Out 601,132 122,267 3,803 48,625 19,299 12,374 111,527 6,405 763 94,208 104,492 2,084 2,596 7,886 330 4,218 126,312 67,649 43,964 13,550 48,308 9,664 11,186 9,342 6,732 37,656 425,000 30,871 206,599 2,057,563 10,236 Total Expenses 2,067,799 Net Revenue Over (Under) Expense $ 349,451 Cash and investments $ 365,509 543,795 117,410 2,948 49,592 36,893 10,559 123,185 5,794 734 60,165 121,094 2,489 1,848 7,321 88 18,594 120,152 58,233 47,589 13,588 109,565 9,702 17,598 7,315 6,786 163,785 552,898 115,840 4,057 51,481 47,462 12,321 136,436 2,197 1,022 68,875 125,492 3,150 5,250 7,457 119 24,752 130,913 66,422 46,787 13,372 (26,201) 10,942 17,586 8,570 7,077 625,142 112,614 2,211 54,462 46,676 15,286 147,044 3,087 1,130 95,340 91,402 3,183 9,185 9,261 10 24,353 114,300 55,255 42,834 14,678 66,210 16,649 58,703 11,551 6,445 61,749 35,109 - 445,000 218,703 32,360 116 191,302 159,668 150,824 146,266 2,081,285 1,952,511 1,806,953 2,171,829 10,816 12,650 13,140 221,515 2,092,101 2,121,479 1,965,161 1,820,093 2,393,344 $ (284,755) $ (35,495) $ (209,089) $ (64,026) $ (481,144) $ 445,471 $ 333,055 $ 103,773 $ 8,204 460,000 1,424 173,993 2,109,330 12,149 (f) 656,188 661,242 (b) 94,584 133,900 2,405 6,885 54,490 49,536 36,915 46,046 18,651 14,110 144,454 116,762 8,325 11,000 1,181 1,200 50,819 98,908 94,351 130,500 6,305 2,500 7,242 10,000 8,595 9,700 31 1,250 1,672 7,000 104,608 109,475 55,253 57,975 (c ) 35,433 47,000 (c ) 11,706 15,195 45,743 64,765 11,191 4,000 (d) 43,141 36,000 12,822 39,722 6,369 6,000 60,562 66,000 (e) 75,000 184,972 203,892 Expense to general fund. Includes 25% of Parks & Rec Director's salary and benefits. Revenue to equipment rental fund, 501. Maintenance building costs; structure is also used by Park Maintenance; cost of building, $1,365,655 was paid for and resides in this fund. Revenue to general fund. Unreimbursed expenditures made on behalf of Gordon's On the Green Page 7 2010 FOURTH QUARTER FINANCIAL REPORT 9 City of Tukwila General Fund 000 - Revenue and Expenditures As of March 31, 2011 25.00% 2008 2009 2010 2011 Three Year Annual Actual % of Actual Actual Actual Change Budget Year -To -Date Budget Revenue General Revenue Property Taxes $ 11,115,973 $ 12,190,219 $ 13,188,942 18.65% $ 13,530,000 $ 294,371 2.18% Sales and Use Taxes 12,903,174 12,903,214 11,534,066 - 10.61% 16,025,000 4,599,249 28.70% Revenue Generating Regulatory Tax 0.00% 1,900,000 1,227,032 64.58% Rental Housing license fee 0.00% 42,750 15,300 35.79% Admissions Tax 327,911 582,756 583,213 77.86% 636,000 115,563 18.17% Utility Taxes 3,934,210 4,359,292 4,063,953 3.30% 4,723,000 1,131,472 23.96% Interfund Utility Tax 1,813,277 1,360,197 0.00% 1,426,000 388,379 27.24% Excise Taxes 2,173,767 2,567,119 2,109,827 -2.94% 2,585,731 498,009 19.26% Penalties /Interest 1,826 628 81 - 95.54% 67 27 40.15% Total General Revenue 30,456,861 34,416,505 32,840,278 7.83% 40,868,548 8,269,401 20.23% Licenses and Permits Business Licenses and Permits Building Permits and Fees Total Licenses and Permits 481,154 684,141 550,416 1,541,697 599,322 1,068,414 2,022,851 1,283,463 1,618,830 14.39% - 30.70% - 19.97% 784,774 1,027,368 1,812,142 252,042 249,023 501,065 32.12% 24.24% 27.65% Intergovernmental Revenue 2,587,088 4,344,251 3,236,742 25.11% 2,805,177 1,090,533 38.88% Charges for Services General Government 61,616 72,547 64,447 4.60% 59,015 9,220 15.62% Security 805,610 333,729 458,008 - 43.15% 493,381 61,188 12.40% Engineering Services 1,200 6,200 9,579 0.00% Transportation 68,793 (24,312) 166,950 142.68% 153,058 13,990 9.14% Plan Check and Review Fees 934,804 402,188 718,860 - 23.10% 833,500 150,186 18.02% Culture and Rec Fees 697,358 628,418 701,216 0.55% 742,000 128,623 17.33% Total Charges for Services 2,569,381 1,412,571 2,115,681 - 17.66% 2,290,533 363,206 15.86% Fines and Penalties 259,991 230,273 227,552 - 12.48% 205,408 44,338 21.59% Miscellaneous Revenue Investment Earnings 328,698 118,713 67,650 - 79.42% 128,757 12,955 10.06% Rents and Concessions 351,661 374,680 385,055 9.50% 454,391 119,758 26.36% Insurance Premiums /Recovery 1,776 643 11,666 556.87% 1,000 0.00% Contributions /Donations 108,013 2,739 7,174 - 93.36% 1,600 110 6.88% Other Misc Revenue 216,071 109,699 149,982 - 30.59% 97,766 21,132 21.61% Total Miscellaneous Revenue 1,006,219 606,475 621,526 - 38.23% 683,514 153,955 22.52% Sale of Capital Assets 53,592 989,608 308 700,500 0.00% Transfers In 2,215,982 3,156,300 2,461,806 11.09% 1,814,192 453,548 25.00% Total Revenue 41,171,965 46,439,446 43,122,724 4.74% 51,180,014 10,876,046 21.25% Expenditures City Council 261,235 251,563 242,851 -7.04% 262,634 60,765 23.14% Mayor's Office 2,172,512 2,492,492 2,228,656 2.58% 2,468,436 438,920 17.78% Human Resources 565,094 506,060 464,095 - 17.87% 542,979 118,246 21.78% Finance 1,932,285 1,963,333 2,183,069 12.98% 1,524,117 372,492 24.44% Legal 728,980 685,691 578,908 - 20.59% 542,731 60,230 11.10% Recreation 3,158,534 3,350,801 3,130,852 -0.88% 2,962,377 617,324 20.84% Community Development 3,066,717 2,779,459 2,635,296 - 14.07% 2,631,309 589,145 22.39% Court 1,136,752 1,181,132 1,208,632 6.32% 978,529 253,014 25.86% Police 12,699,005 12,994,938 13,165,552 3.67% 14,267,695 3,393,768 23.79% Fire 10,152,352 9,874,049 9,920,730 -2.28% 9,948,846 2,455,258 24.68% Information Technology 586,036 951,073 953,361 62.68% 1,104,845 227,529 20.59% Public Works 3,608,739 5,756,107 4,572,757 26.71% 3,484,525 779,067 22.36% Parks Maintenance 965,020 979,084 992,222 2.82% 922,901 211,653 22.93% PW Street Maintenance 2,573,891 2,280,106 2,368,562 -7.98% 2,603,943 704,614 27.06% Non - Departmental (Dept. 20) 376,896 709,444 252,671 - 32.96% 8,592,495 704,380 8.20% Total Expenses 43,984,048 46,755,331 44,898,215 2.08% 52,838,362 10,986,405 20.79% Change in Fund Balance (2,812,083) (315,885) (1,775,492) (1,658,348) (110,360) 6.65% Beginning Fund Balance 10,517,398 7,705,315 7,389,431 6,100,000 5,757,041 94.38% 10 Ending Fund Balance $ 7,705,315 $ 7,389,430 $ 5,613,939 - 27.14% $ 4,441,652 $ 5,646,681 127.13% Fund 000 Multi -Year CITY OF TUKWILA Expenditures By Department -- through March 31, 2011 % of year expired 25.00% TOTALS - ALL DEPARTMENTS Annual Budget Actual Spent Remaining Budget % Spent CITY COUNCIL MAYOR HUMAN RESOURCES FINANCE CITY ATTORNEY RECREATION COMMUNITY DEVELOPMENT MUNICIPAL COURT POLICE FIRE INFORMATION TECHNOLOGY PUBLIC WORKS PARK MAINTENANCE STREET MAINTENANCE & OPERATION DEPT 20 - CONTRIBUTIONS / FUND BALANCE TOTAL $ 262,634 2,468,436 542,979 1,524,117 542,731 2,962,377 2,631,309 978,529 14,267,695 9,948,846 1,104, 845 3,484,525 922,901 2,603,943 8,592,495 $ 52,838,362 $ 60,765 438,920 118,246 372,492 60,230 617,324 589,145 253,014 3,393,768 2,455,258 227,529 779,067 211,653 704,614 704,380 $ 10,986,405 $ 201,869 23.14% 2,029,516 17.78% 424,733 21.78% 1,151,625 24.44% 482,501 11.10% 2,345,053 20.84% 2,042,164 22.39% 725,515 25.86% 10,873,927 23.79% 7,493,588 24.68% 877,316 20.59% 2,705,458 22.36% 711,248 22.93% 1,899,329 27.06% 7,888,115 8.20% $ 41,851,957 20.79% 01 - CITY COUNCIL Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 31 OFFICE & OPERATING SUPPLIES 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 49 MISCELLANEOUS CITY COUNCIL 174,426 13,022 6,013 2,486 19,417 3,870 1,500 4,400 25,000 12,500 262,634 43,059 3,248 1,116 432 6,101 86 103 1,068 4,819 735 60,765 131,367 9,774 4,897 2,054 13,316 3,784 1,397 3,332 20,181 11,765 201,869 24.69% 24.94% 18.55% (a) 17.36% (a) 31.42% 2.21% 6.85% 24.27% 19.28% 5.88% 23.14% 03 - MAYOR Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 31 OFFICE & OPERATING SUPPLIES 35 SMALL TOOLS & MINOREQUIPMENT 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 44 ADVERTISING 45 OPERATING RENTALS & LEASES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 49 -00 Miscellaneous 49 -01 Memberships, dues, subscriptons 49 -02 Microfilm imaging 49 -03 Employee appreciation night 49 -04 Recorded documents 49 -05 Registrations 49 -08 Credit card fees 49 -51 CTR reimbursement 49 -53 Hearing examiner fees 49 -56 Green initiatives 51 INTERGVRNMTL PROFESSIONAL SVCS 64 MACHINERY & EQUIPMENT MAYOR 963,795 15,500 573 69,547 67,134 3,780 162,604 33,856 2,435 755,570 85,300 19,600 17,250 32,093 17,000 174,899 34,115 40,900 16,500 15,000 4,300 2,500 431 1,000 2,000 58,153 26,500 21,000 2,468,436 239,787 162 18,235 12,741 622 40,724 5,137 61,958 12,443 1,640 1,914 4,294 655 37,468 7,556 27,144 554 34 2,050 130 1,138 438,920 724,008 15,500 411 51,312 54,393 3,158 121,880 28,719 2,435 693,612 72,857 17,960 15,336 27,799 16,345 137,431 26,559 13,756 16,500 14,446 4,300 2,500 397 (1,050) 2,000 58,023 25,362 21,000 2,029,516 24.88% 0.00% 28.30% 26.22% 18.98% (a) 16.46% (a) 25.04% 15.17% 0.00% 8.20% (b) 14.59% 8.37% 11.10% 13.38% 3.85% 21.42% 22.15% 66.37% (c) 0.00% 3.70% 0.00% 0.00% 7.93% 205.00% 0.00% 0.22% 4.29% 0.00% 17.78% 11 CITY OF TUKWILA Expenditures By Department -- through March 31, 2011 % of year expired 25.00% 04 - HUMAN RESOURCES Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 31 OFFICE & OPERATING SUPPLIES 41 PROFESSIONAL SERVICES 43 TRAVEL 44 ADVERTISING 45 OPERATING RENTALS & LEASES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS HUMAN RESOURCES 326,100 24,073 22,729 1,243 53,340 7,103 79,050 2,500 9,000 50 4,791 13,000 542,979 80,967 5,987 4,296 218 13,303 207 8,589 1,269 8 3,401 118,246 245,133 18,086 18,433 1,025 40,037 6,896 70,461 2,500 7,731 42 4,791 9,599 424,733 24.83% 24.87% 18.90% (a) 17.52% (a) 24.94% 2.91% 10.87% 0.00% 14.10% 16.44% 0.00% 26.16% 21.78% 05 - FINANCE Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 31 OFFICE & OPERATING SUPPLIES 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 49 -00 Miscellaneous 49 -03 Claims and judgments 49 -08 Credit card fees 64 MACHINERY & EQUIPMENT FINANCE 937,888 10,000 1,147 69,527 65,267 3,729 192,942 24,849 190,000 1,000 5,000 5,000 12,768 11,900 868 5,000 1,524,117 234,753 10,792 18,473 12,999 677 49,227 2,530 12,359 240 286 355 29,802 9,309 17,525 2,968 372,492 703,135 10,000 (9,645) 51,054 52,268 3,052 143,715 22,319 177,641 760 4,714 4,645 (17,034) 2,591 (17,525) (2,100) 5,000 1,151,625 25.03% 0.00% 940.85% (e) 26.57% 19.92% (a) 18.15% (a) 25.51% 10.18% 6.50% 23.99% 5.72% 7.09% 233.41 % 78.23% 0.00% 341.91% 0.00% 24.44% 06 - CITY ATTORNEY Annual Budget Actual Spent Remaining Budget % Spent 12 EXTRA LABOR 21 FICA 24 INDUSTRIAL INSURANCE 31 OFFICE & OPERATING SUPPLIES 41 PROFESSIONAL SERVICES 41 -00 Professional services 41 -01 Contracted Attorney services 41 -02 Contracted prosecution service 41 -03 Special matters 42 COMMUNICATION 45 OPERATING RENTALS & LEASES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS CITY ATTORNEY 12 2,500 795 436 5,000 528,000 2,000 324,000 102,000 100,000 2,500 500 2,000 1,000 542,731 1 1,054 58,873 149 22,057 14,200 22,468 301 60,230 2,500 795 435 3,946 469,127 1,852 301,943 87,800 77,532 2,500 500 2,000 699 482,501 0.00% 0.00% 0.32% 21.08% 11.15% 7.43% 6.81% 13.92% 22.47% 0.00% 0.00% 0.00% 30.15% 11.10% (f) (9) (h) CITY OF TUKWILA Expenditures By Department -- through March 31, 2011 % of year expired 25.00% 07 - RECREATION Remaining Annual Budget Actual Spent Budget % Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 26 UNEMPLOYMENT COMPENSATION 31 OFFICE & OPERATING SUPPLIES 34 ITEMS PURCH. FOR INVENT /RESALE 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 44 ADVERTISING 45 OPERATING RENTALS & LEASES 47 PUBLIC UTILITY SERVICES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 49 -04 Trip admissions Seniors 49 -05 Trip admissions Youth 49 -08 Special Accomodations 53 EXT TAXES & OPERATING ASSMNTS RECREATION 1,287,105 413,115 5,600 149,982 106,625 38,378 270,346 95,811 14,200 200,966 31,380 8,400 21,400 56,363 110,000 57,550 95,156 10,800 12,460 2,000 322,968 76,861 30,105 19,100 7,068 69,864 1,246 10,341 4,476 14,335 1,856 495 210 10,642 35,863 5,278 6,606 116 475 9 2,962,377 617,324 964,137 336,254 5,600 119,877 87,525 31,310 200,482 (1,246) 85,470 9,724 186,631 29,524 7,905 21,190 45,721 74,137 52,272 88,550 10,684 11,985 2,000 (9) 2,345,053 25.09% 18.61 % 0.00% 20.07% 17.91 18.42% 25.84% 0.00% 10.79% 31.52% 7.13% 5.92% 5.89% 0.98% 18.88% 32.60% 9.17% 6.94% 1.07% 3.81% 0.00% 0.00% 20.84% 08 - COMMUNITY DEVELOPMENT Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 28 UNIFORM CLOTHING 31 OFFICE & OPERATING SUPPLIES 35 SMALL TOOLS & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 45 OPERATING RENTALS & LEASES 47 PUBLIC UTILITY SERVICES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 51 INTERGVRNMTL PROFESSIONAL SVCS COMMUNITY DEVELOPMENT 1,723,487 37,650 5,672 129,074 120,892 10,321 256,470 1,805 34,182 600 161,208 4,500 13,500 33,773 1,000 57,865 21,310 18,000 2,631,309 423,506 8,195 509 32,518 22,800 2,587 64,228 1,299,981 29,456 5,163 96,556 98,092 7,734 192,242 1,805 4,988 29,194 600 9,899 151,309 129 4,371 44 13,456 8,513 25,260 17 983 5,283 52,582 5,928 15,382 18,000 589,145 2,042,164 a) (1) 24.57% 21.76% 8.98% 25.19% 18.86% (a) 25.07% (a) 25.04% 0.00% 14.59% 0.00% 6.14% 2.87% 0.33% 25.21% 1.73% 9.13% 27.82% 0.00% 22.39% 13 CITY OF TUKWILA Expenditures By Department -- through March 31, 2011 % of year expired 25.00% 09 - MUNICIPAL COURT Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 26 UNEMPLOYMENT COMPENSATION 31 OFFICE & OPERATING SUPPLIES 35 SMALL TOOLS & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 49 -01 Pro Tem Judge 49 -02 Public Defender 49 -03 Interpreters 49 -04 Court Security 42 COMMUNICATION 43 TRAVEL 45 OPERATING RENTALS & LEASES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 64 MACHINERY & EQUIPMENT MUNICIPAL COURT 602,387 2,500 5,016 45,537 45,436 3,107 96,935 10,908 1,200 106,000 13,000 53,000 40,000 5,550 6,215 2,300 20,438 25,000 978,529 153,095 11,520 8,661 445 22,657 1,446 2,597 46,856 480 27,707 12,023 6,647 1,429 1,184 164 263 2,697 253,014 449,292 2,500 5,016 34,017 36,775 2,662 74,278 (1,446) 8,311 1,200 59,144 12,520 (27,707) 40,978 33,353 4,121 5,031 (164) 2,037 17,741 25,000 725,515 25.41% 0.00% 0.00% 25.30% 19.06% (a) 14.34% (a) 23.37% 0.00% (I) 23.81% 0.00% 44.20% 3.69% 0.00% (b) 22.68% 16.62% 25.76% 19.06% 0.00% 11.43% 13.19% 0.00% 25.86% 10 - POLICE Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 22 LEOFF 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 26 UNEMPLOYMENT COMPENSATION 31 OFFICE & OPERATING SUPPLIES 35 SMALL TOOLS & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 44 ADVERTISING 45 OPERATING RENTALS & LEASES 46 INSURANCE 48 REPAIRS & MAINTENANCE 49 -00 Repair and maintenance 49 -01 800 MHZ radio assessment 49 MISCELLANEOUS 49 -00 Miscellaneous 49 -03 Explorer post 51 INTERGVRNMTL PROFESSIONAL SVCS 64 MACHINERY & EQUIPMENT POLICE 14 6,706,070 5,000 908,812 507,174 301,353 70,637 119,710 1,520,483 171,753 7,500 48,175 61,931 23,300 800 801,628 225,080 166,144 107,644 58,500 57,245 55,895 1,350 2,549,900 15,000 14,267,695 1,588,423 208,669 136,554 79,847 11,923 19,438 341,697 5,642 18,113 26,283 12,225 747 196,915 225,000 157,572 15,107 142,466 5,871 5,301 570 358,851 3,393,768 5,117, 647 5,000 700,143 370,620 221,506 58,714 100,272 1,178, 786 (5,642) 153,640 7,500 21,892 49,706 22,553 800 604,713 80 23.69% 0.00% 22.96% 26.92% 26.50% 16.88% (a) 16.24% (a) 22.47% 0.00% (I) 10.55% 0.00% 54.56% (m) 19.74% 3.21% 0.00% 24.56% 99.96% (n) 8,572 94.84% 92,537 14.03% (83,966) 243.53% (o) 51,374 10.26% 50,594 9.48% 780 42.22% 2,191,049 14.07% (p) 15,000 0.00% 10,873,927 23.79% CITY OF TUKWILA Expenditures By Department -- through March 31, 2011 % of year expired 25.00% 11 - FIRE Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 13 OVERTIME 15 HOLIDAY PAY 21 FICA 22 LEOFF 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 26 UNEMPLOYMENT COMPENSATION 28 UNIFORM CLOTHING 31 OFFICE & OPERATING SUPPLIES 35 SMALL TOOLS & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 45 OPERATING RENTALS & LEASES 46 INSURANCE 47 PUBLIC UTILITY SERVICES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 49 -00 Miscellaneous 49 -05 Uniform cleaning 49 -08 Credit card fees 51 INTERGVRNMTL PROFESSIONAL SVCS FIRE 5,920,352 421,552 178,248 84,800 256,199 23,438 151,607 1,533,418 1,140 185,580 25,552 55,300 44,670 14,500 499,389 90,000 60,000 41,000 78,101 51,583 26,000 518 284,000 9,948,846 1,527,254 101,481 538 21,614 75,382 2,919 25,620 333,346 7,260 49,530 2,414 4,128 5,896 1,037 127,072 90,000 18,038 10,225 4,049 3,851 45 47,455 2,455,258 4,393,098 320,071 177,710 63,186 180,817 20,519 125,987 1,200,072 (7,260) 1,140 136,050 23,138 51,172 38,774 13,463 372,317 0 41,962 30,775 74,052 47,732 25,955 366 236,545 7,493,588 25.80% 24.07% 0.30% 25.49% 29.42% 12.45% (a) 16.90% (a) 21.74% 0.00% 0.00% 26.69% 9.45% 7.46% 13.20% 7.15% 25.45% 100.00% (n) 30.06% 24.94% 5.18% 7.47% 0.17% 29.31% 16.71% 24.68% (1) 12 - INFORMATION TECHNOLOGY Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 12 EXTRA LABOR 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 31 OFFICE & OPERATING SUPPLIES 35 SMALL TOOLS & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 45 OPERATING RENTALS & LEASES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 49 -00 Miscellaneous 49 -01 Software upgrades 49 -03 Training 64 MACHINERY & EQUIPMENT INFORMATION TECHNOLOGY 555,627 2,500 42,921 38,706 2,922 127,403 5,766 122,000 1,000 99,000 1,500 1,500 31,500 40,500 35,000 3,000 2,500 32,000 1,104,845 132,166 9,988 7,008 363 30,101 1,757 7,936 32,381 210 386 1,250 3,982 2,238 1,319 425 227,529 423,461 2,500 32,933 31,698 2,559 97,302 4,009 114,064 1,000 66,619 1,290 1,114 30,250 36,518 32,762 1,681 2,075 32,000 877,316 23.79% 0.00% 23.27% 18.10% (a) 12.42% (a) 23.63% 30.48% 6.51% 0.00% 32.71 % 13.98% 25.72% 3.97% 9.83% 6.39% 43.97% 17 0.00% 20.59% 15 CITY OF TUKWILA Expenditures By Department -- through March 31, 2011 % of year expired 25.00% 13 - PUBLIC WORKS Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 28 UNIFORM CLOTHING 31 OFFICE & OPERATING SUPPLIES 35 SMALL TOOLS & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 45 OPERATING RENTALS & LEASES 47 PUBLIC UTILITY SERVICES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 49 -00 Miscellaneous 49 -08 Credit card fees 49 -50 Neighborhood revitalization PUBLIC WORKS 1,846,484 3,500 4,556 137,065 128,577 25,742 363,973 3,800 99,460 43,750 31,400 7,750 800 182,163 379,449 165,521 60,535 14,035 2,000 44 500 3,484,525 419,547 4,092 31,831 22,341 3,946 79,475 23,622 133 400 5,551 172 46,215 82,728 57,916 1,098 71 7' 779,067 1,426,937 3,500 464 105,234 106,236 21,796 284,498 3,800 75,838 43,617 31,000 2,199 628 135,948 296,721 107,605 59,437 13,324 1,926 44,187 2,705,458 22.72% 0.00% 89.82% (r) 23.22% 17.38% (a) 15.33% (a) 21.84% 0.00% 23.75% 0.30% 1.27% 71.62% 21.50% 25.37% 21.80% 34.99% 1.81% 5.06% 3.71% 270% 22.36% (q) 15 - PARK MAINTENANCE Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 26 UNEMPLOYMENT COMPENSATION 28 UNIFORM CLOTHING 31 OFFICE & OPERATING SUPPLIES 35 SMALL TOOLS & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 43 TRAVEL 45 OPERATING RENTALS & LEASES 47 PUBLIC UTILITY SERVICES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 63 OTHER IMPROVEMENTS PARK MAINTENANCE 16 399,264 35,020 2,295 30,070 27,793 9,937 68,099 1,425 36,968 1,500 25,000 85,530 149,000 40,000 4,000 7,000 922,901 100,861 7,509 5,293 1,671 17,064 2,400 6,326 9,597 86 22,499 36,916 869 562 211,653 298,403 35,020 2,295 22,561 22,500 8,266 51,035 (2,400) 1,425 30,642 1,500 15,403 (86) 63,031 112,084 39,131 3,438 7,000 711,248 25.26% 0.00% 0.00% 24.97% 19.04% 16.82% 25.06% 0.00% 0.00% 17.11% 0.00% 38.39% 0.00% 26.30% 24.78% 2.17% 14.06% 0.00% 22.93% CITY OF TUKWILA Expenditures By Department -- through March 31, 2011 % of year expired 25.00% 16 - STREET MAINTENANCE & OPERATION Annual Budget Actual Spent Remaining Budget % Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 28 UNIFORM CLOTHING 31 OFFICE & OPERATING SUPPLIES 35 SMALL TOOLS & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 44 ADVERTISING 45 OPERATING RENTALS & LEASES 46 INSURANCE 47 PUBLIC UTILITY SERVICES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS STREET MAINTENANCE & OPERATION 749,184 43,723 11,474 56,845 52,161 20,778 171,370 2,375 318,800 10,931 4,000 4,300 2,700 1,500 407,287 35,455 678,760 27,100 5,200 2,603,943 171,910 14,548 21,973 15,829 11,070 4,587 41,883 300 22,218 321 1,097 257 560 100,972 35,455 261,434 200 704,614 577,274 29,175 (10,499) 41,016 41,091 16,191 129,487 2,075 296,582 10,610 2,903 4,043 2,141 1,500 306,315 417,326 27,100 5,000 1,899,329 22.95% 33.27% 191.50% (s) 27.85% 21.22% (a) 22.08% (a) 24.44% 12.63% 6.97% 2.94% 27.42% 5.98% 20.72% 0.00% 24.79% 100.00% (n) 38.52% 0.00% 3.85% 27.06% 20 - CONTRIBUTIONS / FUND BALANCE Annual Budget Actual Spent Remaining Budget % Spent 01 TRANSFERS OUT 26 UNEMPLOYMENT COMPENSATION 46 INSURANCE 49 MISCELLANEOUS 49 -00 Miscellaneous 49 -01 Repair and demolition (building abatement) 49 -03 Claims and judgment-- CONTRIBUTIONS / FUND BALANCE 8,039,495 30,000 200,000 323,000 3,000 50,000 270,000 8,592,495 566,260 78,120 60,000 5,000 55,000 704,380 7,473,235 30,000 121,880 263,000 3,000 45,000 215,000 7,888,115 7.04% (t) 0.00% (I) 39.06% 18.58% 0.00% 10.00% 20.37% (g) 8.20% 17 18 CITY OF TUKWILA Expenditures By Department -- through March 31, 2011 % of year expired 25.00% Grand Totals Annual Budget Actual Spent Remaining Budget % Spent 00 MISCELLANEOUS GENERAL GOVERNMT E.F 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 15 HOLIDAY PAY 21 FICA 22 LEOFF 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 26 UNEMPLOYMENT COMPENSATION 28 UNIFORM CLOTHING 31 OFFICE & OPERATING SUPPLIES 34 ITEMS PURCH. FOR INVENT /RESALE 35 SMALL TOOLS & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 44 ADVERTISING 45 OPERATING RENTALS & LEASES 46 INSURANCE 47 PUBLIC UTILITY SERVICES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 51 INTERGVRNMTL PROFESSIONAL SVCS 53 EXT TAXES & OPERATING ASSMNTS 63 OTHER IMPROVEMENTS 64 MACHINERY & EQUIPMENT 66 CAPITAL LEASES Grand Totals 8,039,495 22,192,169 571,008 1,366,697 178,248 1,360,432 557,552 775,408 394,176 4,836,800 30,000 10,545 1,033,906 14,200 215,468 2,187,169 352,281 123,015 49,950 2,100,276 550,535 1,378,209 617,771 919,652 2,878,400 7,000 98,000 566,260 5,438,296 99,603 347,677 538 343,411 155,229 142,265 67,676 1,109,669 17,994 300 148,506 4,476 10,805 254,478 73,478 11,280 3,393 517,681 428,575 434,997 239,666 162,699 407,443 9 7,473,235 16,753,873 471,405 1,019,020 177,710 1,017,021 402,323 633,143 326,500 3,727,131 12,006 10,245 885,400 9,724 204,663 1,932,691 278,803 111,735 46,557 1,582,595 121,960 943,212 378,105 756,953 2,470,957 (9) 7,000 98,000 7.04% 24.51% 17.44% 25.44% 0.30% 25.24% 27.84% 18.35% (a) 17.17% (a) 22.94% 59.98% 2.84% 14.36% 31.52% 5.01% 11.64% 20.86% 9.17% 6.79% 24.65% 77.85% 31.56% 38.80% 17.69% 14.16% 0.00% 0.00% 0.00% 0.00% 20.79% 52,838,362 10,986,405 41,851,957 (a) PERS expense for all departments is below budget because the budget includes a rate increase effective July 1. This 60% increase, from 5.31% to 8.61%, increases the prorated budget amount because the budgeted costs are spread evenly thoughout the year. Actual expense will be below budget until the complete effect of the rate increase is reflected in the actual expenditure amounts. Additionally, it was recently learned that the rates will not increase to the 8.61% but instead to 7.07 %. This should produce a budget savings of approximately $236,000 beginning 7/1/11 through 6/30/12. Industrial insurance costs include a $28,000 credit that was issued from Association of Washington Cities and was allocated among the funds and departments. (b) Public defender costs were budgeted under Professional Services for the Mayor's department rather than the Court. Public Defender costs charged to the Court have been moved to the Mayor's department after March 31, 2011. (c) Most dues and subscriptions are due at the beginning of the year; therefore actual costs as a percentage of the annual budget exceed the 25% first quarter benchmark. (e) Overtime for the Finance department is due primarily to the additional staff time required to implement the new business license module and administer the RGRL and Rental Housing license fee programs. (f) Finance miscellaneous costs include $2063 for 2011 property tax / noxious weed fee and $2600 for printing costs associated with production of the bienniel budget. These costs are both one -time, annual costs that were incurred in the first quarter and will not be incurred ratably over the course of the year. (g) Claims and judgments were budgeted in department 20 instead of the Finance department. The costs charged to Finance have been moved to Dept 20 after March 31, 2011. (h) Finance credit card fees are high due to increased usage of credit cards for non - utility payments by customers. The non - utility credit card payments by customers for the first 5 months of 2011 were approximately $73,500 compared with $4,600 for the same period in 2010. CITY OF TUKWILA Expenditures By Department -- through March 31, 2011 % of year expired 25.00% (j) According to Dave Johnson of Parks & Rec, trip admissions for Senior and Youth programs is low because the Senior trips were free or low cost during the first quarter and the youth programs had not yet ramped up for the busy season which is in the spring and summer months. (I) Unemployment costs stem from claims by individuals who separated service at the end of 2010. (m) Certain Police training occurred in the first quarter of 2011 rather than ratably over the course of the year; $12,245 was spent for training with the Summit Law Group. (n) Insurance premiums are paid once a year at the beginning of the year. Therefore most of the annual budget has been expended by the end of the first quarter. (o) The Police 800 mhz radio assessment includes a 1st Quarter Wash State Patrol Access fee of $135,584. (p) The majority of the budget represents jail booking costs. King County jail services are still used by the City. As the County is slow to invoice for services, the underbudget situation is due to a delay in receiving the jail bills. (q) Salaries are below budget because some salaries were budgeted in the general fund but charged to the Arterial Street fund when staff worked on street projects. See the corresponding overbudget situation in the fund 104 analysis. ( r) Overtime costs were incurred in connection with a West Valley Highway Puget Sound Energy project that was conducted at night. These costs are reimburseable by PSE. (s) The Street Maintenance overtime expense is high compared with budget due to the labor required to combat the snow and ice conditions in January and in connection with the Andover Park West emergency sewer repair. (t) Transfers -out is below budget because these transfers will be made on an as needed basis rather than ratably over the year. 19 City of Tukwila General Fund 000 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 Prorated Annual Budget Budget Actual Year -To -Date of Annual Variance ** Budget 20 Revenue General Revenue Property Taxes Sales and Use Taxes Revenue Generating Regulatory Lics Rental housing license Admissions Tax Utility Taxes Interfund Utility Tax Excise Taxes Penalties /Interest Total General Revenue Licenses and Permits Business Licenses and Permits Building Permits and Fees Total Licenses and Permits Intergovernmental Revenue Charges for Services General Government Security Engineering Services Transportation Plan Check and Review Fees Culture and Rec Fees Total Charges for Services Fines and Penalties Miscellaneous Revenue Investment Earnings Rents and Concessions Insurance Premiums /Recovery Contributions /Donations Other Misc Revenue Total Miscellaneous Revenue Sale of Capital Assets Transfers In Total Revenue $ 13,530,000 16,025,000 1,900,000 42,750 636,000 4,723,000 1,426,000 2,585,731 67 40,868,548 784,774 1,027,368 1,812,142 2,805,177 59,015 493,381 9,579 153,058 833,500 742,000 2,290,533 $ 3,382,500 4,006,250 475,000 10,688 159,000 1,180,750 356,500 646,433 17 10,217,137 $ 294,371 4,599,249 1,227,032 15,300 115,563 1,131,472 388,379 498,009 27 8,269,401 $ (3,088,129) 592,999 752,032 4,613 (43,437) (49,278) 31,879 (148,424) 10 (1,947,736) 2.18% (a) 28.70% 64.58% (b) 35.79% (c) 18.17% (d) 23.96% 27.24% 19.26% 40.15% 20.23% 196,194 252,042 55,848 32.12% (e) 256,842 249,023 (7,819) 24.24% 453,036 501,065 48,030 27.65% 701,294 1,090,533 389,239 38.88% 14,754 9,220 (5,534) 123,345 61,188 (62,157) 2,395 (2,395) 38,265 13,990 (24,275) 208,375 150,186 (58,189) 185,500 128,623 (56,877) 572,633 363,206 (209,427) 205,408 51,352 44,338 (7,014) 128,757 454,391 1,000 1,600 97,766 683,514 32,189 12,955 (19,234) 113,598 119,758 6,160 250 - (250) 400 110 (290) 24,442 21,132 (3,310) 170,879 153,955 (16,924) 700,500 175,125 (175,125) 1,814,192 453,548 453,548 0 51,180,014 12,795,004 10,876,046 (1,918,958) 15.62% 12.40% 0.00% 9.14% 18.02% 17.33% 15.86% (f) 21.59% 10.06% 26.36% 0.00% 6.88% 21.61% 22.52% 0.00% 25.00% 21.25% ** Variance = Actual Over (Under) Prorated Budget Fund 000 11 City of Tukwila General Fund 000 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 Prorated Annual Budget Budget Actual Year -To -Date of Annual Variance ** Budget Expenditures (g) City Council Mayor's Office Human Resources Finance Legal Parks & Rec Community Development Court Police Fire Information Technology Public Works Parks Maintenance PW Street Maintenance Non - Departmental (Dept. 20) Total Expenses Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments 262,634 65,659 2,468,436 617,109 542,979 135,745 1,524,117 381,029 542,731 135,683 2,962,377 740,594 2,631,309 657,827 978,529 244,632 14,267,695 3,566,924 9,948,846 2,487,212 1,104,845 276,211 3,484,525 871,131 922,901 230,725 2,603,943 650,986 8,592,495 2,148,124 52, 838, 362 13, 209, 591 (1,658,348) (414,587) 6,100,000 6,100,000 60,765 438,920 118,246 372,492 60,230 617,324 589,145 253,014 3,393,768 2,455,258 227,529 779,067 211,653 704,614 704,380 10,986,405 (110, 360) 5,757,041 (4,894) 23.14% (178,189) 17.78% (17,498) 21.78% (8,537) 24.44% (75,453) 11.10% (123,270) 20.84% (68,682) 22.39% 8,382 25.86% (173,156) 23.79% (31,953) 24.68% (48,683) 20.59% (92,065) 22.36% (19,072) 22.93% 53,628 27.06% (1,443,744) 8.20% (2,223,185) 20.79% 304,227 6.65% (342,959) 94.38% $ 4,441,652 $ 5,685,413 $ 5,646,681 $ (38,732) 127.13% $ 3,239,950 (a) Property taxes are paid April 30 and October 31. The first quarter year -to -date percentage is low because the April payments had not been received by the end of the first quarter, March 31. However, currently, property tax revenues collected represent over 50% of budget suggesting the budget will be met or exceeded for the year. (b) Most of the Revenue Generating Regulatory License fee is expected to be received in the first quarter of the year since the fee is due by January 31. The $672,968 negative variance between the annual budget and first quarter actual receipts was reduced to $500,000 as of this writing. It is uncertain how much of this underbudget amount will be collected throughout the rest of the year. ( c) Most of the Rental Housing License fee revenue is expected to be received in the first quarter of the year since the fee is due by January 31. The $27,450 negative variance between the annual budget and the first quarter actual receipts was reduced to $18,850 as of this writing. It is uncertain how much of this underbudget amount will be collected throughout the rest of the year. (d) Admissions tax is down due to a decline in sales by the Southcenter area movie theaters and cinemas. (e) Although most of the business license revenue is received in the first quarter of the year, additional revenue is collected throughout the year as well. The first quarter total of $252,042 is comparable to the first quarter 2010 total of $244,541. Total business license revenue for 2010 was $550,416. (f) Revenue generated from charges for services is low primarily because some of the associated activities occur more frequently in the second and third quarters of the year. The Recreation programs have many more participants in the summer months; construction activity, which generates protective inspection fees and plan check and review fees, also accelerates in the spring and summer months. (g) For expenditure analysis and discussion, please see the Expenditures By Department report. ** Variance = Actual Over (Under) Prorated Budget Fund 000 12 21 City of Tukwila Hotel /Motel Tax Fund 101 - Revenue and Expenditures As of March 31, 2011 % of year expired _ 25.00% 2011 % of Annual Prorated Actual Annual Budget Budget Year -To -Date Variance ** Budget Revenue General Revenue Hotel /Motel Taxes $ 379,706 $ 94,927 $ 97,452 $ 2,526 25.67% Total General Revenue 379,706 94,927 97,452 2,526 25.67% Intergovernmental Revenue 853,000 213,250 217,905 4,655 25.55% Miscellaneous Revenue Investment Earnings 1,766 442 1,152 710 65.23% Other Misc Revenue 15,489 3,872 4,454 582 28.75% Total Miscellaneous Revenue 17,255 4,314 5,606 1,292 32.49% Total Revenue 1,249,961 312,490 320,963 8,473 25.68% Expenditures 11 Salaries 270,753 67,688 67,092 (596) 24.78% 12 Extra Labor 24,000 6,000 1,821 (4,179) 7.59% 13 Overtime 10,110 2,528 846 (1,682) 8.37% 21 FICA 20,712 5,178 5,284 106 25.51% 22 LEOFF - - 0.00% 23 PERS 18,871 4,718 3,704 (1,014) 19.63% 24 Industrial Insurance 1,843 461 202 (259) 10.94% 25 Medical, Dental, Life, Optical 36,041 9,010 9,685 675 26.87% 26 Unemployment Compensation - - - - 0.00% 31 Office & Operating Supplies 16,000 4,000 5,578 1,578 34.86% 41 Professional Services 288,000 72,000 5,826 (66,174) 2.02% 42 Communication 60,000 15,000 5,554 (9,446) 9.26% 43 Travel 23,000 5,750 5,317 (433) 23.12% 44 Advertising 657,000 164,250 119,618 (44,632) 18.21% 45 Operating Rentals & Leases 49,000 12,250 14,460 2,210 29.51% 47 Public Utility Services 1,500 375 2,243 1,868 149.54% 48 Repairs & Maintenance 1,000 250 - (250) 0.00% 49 Miscellaneous 21,400 5,350 1,728 (3,622) 8.07% 64 Capital Outlay 10,000 2,500 - (2,500) 0.00% 66 Capital Leases - - - - 0.00% Total Hotel /Motel Tax Fund 1,509,230 377,308 248,958 (128,350) 16.50% Transfers Out / Indirect cost allocation 88,779 88,779 22,195 (66,584) 25.00% Total Expenses 1,598,009 466,087 271,153 (194,934) 16.97% Change in Fund Balance (348,048) (153,596) 49,810 203,407 -14.31% Beginning Fund Balance 800,000 800,000 850,106 50,106 106.26% Ending Fund Balance $ 451,952 $ 646,404 $ 899,916 $ 253,513 199.12% Cash and investments $ 696,076 ** Variance = Actual Over (Under) Prorated Budget Fund 101 22 City of Tukwila Street Fund 103 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 % of Annual Prorated Actual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Intergovernmental Revenue (MVFT Taxes) $ 230,000 $ 57,500 $ 63,206 5,706 27.48% Miscellaneous Revenue Investment Earnings 1,000 250 1,729 1,479 172.91% Total Miscellaneous Revenue 1,000 250 1,729 1,479 172.91 % Total Revenue 231,000 57,750 64,935 7,185 28.11% Expenditures 41 Professional Services 150,000 37,500 - (37,500) 0.00% (a) 64 Capital Outlay - - - - 0.00% Total 150,000 37,500 (37,500) 0.00% Transfers Out / Indirect cost allocation Total Expenses Change in Fund Balance Beginning Fund Balance 9,829 2,457 2,457 (0) 25.00% 159,829 39,957 2,457 (37,500) 1.54% 71,171 17,793 62,477 44,685 87.78% 500,000 500,000 607,646 107,646 121.53% Ending Fund Balance $ 571,171 $ 517,793 $ 670,123 $ 152,330 117.32% Cash and investments $ 670,123 (a) The budgeted services are for beginning design work for improvements to 42nd Ave South from Southcenter Blvd to South 160th. ** Variance = Actual over (under) prorated budget Fund 103 23 City of Tukwila Arterial Street Fund 104 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 Annual Budget Prorated Budget Actual Year -To -Date % of Annual Variance ** Budget Revenue General Revenue Sales and Use Taxes Parking Taxes Real Estate Excise Taxes Total General Revenue Intergovernmental Revenue Miscellaneous Revenue Investment Earnings Contributions /Donations Total Miscellaneous Revenue Transfer In Debt Proceeds Total Revenue Expenditures 11 Salaries 12 Extra Labor 13 Overtime 21 FICA 23 PERS 24 Industrial Insurance 25 Medical, Dental, Life, Optical 31 Office & Operating Supplies 35 Small Tools & Minor Equipment 41 Professional Services 44 Advertising 45 Operating Rentals & Leases 47 Public Utility Services 49 Miscellaneous 64 Capital Outlay 81 Debt Service Interest and costs Total Arterial Streets 104 $ 109,302 108,017 100,000 317,319 15,244,000 3,820 324,000 327,820 2,000,000 15,901,000 $ 27,326 27,004 25,000 79,330 3,811,000 33,790,139 Transfers Out / Indirect cost allocation Total Expenses Change in Fund Balance Beginning Fund Balance 201,660 3,000 14,950 14,037 621 26,078 6,393,000 27,227,000 33,880,346 120,324 34,000,670 (210,531) 5,000,000 $ 4,789,469 955 81,000 81,955 $ 29,744 45,623 24,071 99,438 1,025,480 17,694 19,944 37,639 $ 2,418 27.21% 18,619 42.24% (a) (929) 24.07% 20,108 31.34% (2,785,520) 6.73% (c) 16,739 463.20% (b) (61,056) 6.16% (44,316) 11.48% 500,000 (500,000) 0.00% (d) 3,975,250 (3,975,250) 0.00% (e) 8,447,535 1,162,557 (7,284,978) 3.44% 50,415 750 3,738 3,509 155 6,520 1,598,250 6,806,750 Ending Fund Balance 97,069 3,644 7,584 5,348 486 14,382 1,068 4,709 354,919 255 631 682 20 71,367 8,470,087 562,165 30,081 30,081 - 25.00% 8,500,168 592,246 (7,907,922) 1.74% (52,633) 570,311 622,944 - 270.89% 5,000,000 11,053,410 6,053,410 221.07% $ 4,947,367 $ 11,623,721 $ 6,676,354 242.69% 46,654 48.14% (f) (750) 0.00% 3,644 0.00% 3,846 50.73% (f) 1,839 38.10% 331 78.31% 7,863 55.15% 1,068 0.00% 4,709 0.00% (1,243,331) 5.55% (c) 255 0.00% 631 0.00% 682 0.00% 20 0.00% (6,735,383) 0.26% (c) 0.00% (7,907,922) 1.66% Cash and investments $ 10,222,863 (a) Substantial parking fees have been received from ATZ Shuttle contributing to the overbudget, favorable parking tax revenue variance. (b) Investment earnings are allocated to funds based on the cash and investment balances existing in each fund at the end of the month. First quarter investment earnings City -wide constitute 36% of the annual investment income budget. This favorable variance is due partially to the purchase in November and December 2010 of longer -term, higher yielding instruments. ( c) The two major arterial street construction projects scheduled for 2011 are the Southcenter Parkway Extension project and the Southcenter Access (Klickitat) project. Actual expenditures for profession service and construction costs are considerably below budget at the end of the first quarter due to a construction delay in the Southcenter Parkway project caused by an unforseen federal permitting requirement and to the timing of the start of the Southcenter Access project; construction began at the end of the first quarter. Grant revenue received in reimbursement of these construction costs is also below budget due to the construction delay and timing. Some of the grant revenue received in the first quarter of 2011 was recognized and recorded as revenue and a receivable in 2010. 24 ** Variance = Actual over(under) prorated budget. Fund 104 Arterial Street Fund 104 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% (d) Transfers into the fund from the general fund will occur on an as needed basis. Since funds were not needed in the first quarter, transfers were not made. (e) A debt issue was budgeted in 2011 to help finance the Southcenter Access project. Instead of issuing debt, interfund loans will be used, at least in the interim, to fund these costs. (f) Certain Public Works staff, whose salaries are budgeted in the general fund, worked on arterial street projects and charged their time to this fund creating an overbudget situation. The only two staff that are budgeted into the arterial street fund are Mike Rhonda and Cyndy Knighton. ** Variance = Actual over(under) prorated budget. Fund 104 25 City of Tukwila Contingency Fund 105 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 Annual Budget Prorated Actual Budget Year -To -Date Variance ** % of Annual Budget Revenue Miscellaneous Revenue Investment Earnings $ 1,816 $ 454 $ 877 $ 423 48.29% Total Miscellaneous Revenue 1,816 454 877 423 48.29% Transfers In 400,000 100,000 566,260 466,260 141.57% Total Revenue 401,816 100,454 567,137 466,683 141.14% Change in Fund Balance 401,816 100,454 567,137 466,683 141.14% (a) Beginning Fund Balance 892,000 892,000 889,470 (2,530) 99.72% Ending Fund Balance $ 1,293,816 $ 992,454 $ 1,456,606 $ 464,152 112.58% Cash and investments $ 1,456,606 ** Variance = Actual over (under) prorated budget Fund 105 26 City of Tukwila Fire Equipment Cum. Reserve 107 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 % of Prorated Actual Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Miscellaneous Revenue Investment Earnings $ 1,685 $ 421 $ 479 $ 58 28.44% Total Miscellaneous Revenue 1,685 421 479 58 28.44% Transfers In 130,000 32,500 - (32,500) 0.00% Total Revenue 131,685 32,921 479 (32,442) 0.36% Expenditures 31 Office & Operating Supplies 2,000 500 (500) 0.00% 64 Capital Outlay - - 0.00% Transfers Out / Indirect cost allocation 14 4 4 0 25.07% Total Expenses � 2,014 504 4 (500) 0.17% Change in Fund Balance 129,671 32,418 476 (31,942) 0.37% Beginning Fund Balance 640,000 640,000 744,890 104,890 116.39% Ending Fund Balance 1 $ 769,671 $ 672,418 $ 745,366 $ 72,948 96.84% Cash and investments $ 804,457 ** Variance = Actual over (under) prorated budget Fund 107 27 City of Tukwila Drug Seizure Fund 109 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 % of Annual Prorated Actual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Miscellaneous Revenue Investment Earnings $ 1,000 $ 250 $ 225 $ (25) 22.45% Seizure Revenue 110,000 27,500 (2,677) (30,177) -2.43% Total Miscellaneous Revenue 111,000 27,750 (2,453) (30,203) -2.21% 0.00% Transfers In 75,000 18,750 - (18,750) 0.00% Total Revenue 186,000 46,500 (2,453) (48,953) -1.32% Expenditures 31 Office & Operating Supplies 3,000 750 1,884 1,134 62.81% 41 Professional Services 10,000 2,500 - (2,500) - 42 Communication 310 310 43 Travel - - - 45 Operating Rentals & Leases 10,000 2,500 (2,500) 48 Repairs & Maintenance - - - - - 49 Miscellaneous 2,000 500 - (500) 64 Capital Outlay 269,000 28,040 28,040 10.42% (a) Transfers Out / Indirect cost allocation - - - - Total Expenses 294,000 6,250 30,234 23,984 10.28% Change in Fund Balance (108,000) 40,250 (32,687) (72,937) 30.27% Beginning Fund Balance 220,000 220,000 316,024 96,024 143.65% Ending Fund Balance $ 112,000 $ 260,250 $ 283,337 $ 23,087 252.98% Cash and investments $ 283,337 (a) Costs associated with the purchase of the command vehicle comprise the majority of the budgeted capital costs. The command vehicle had not been purchased by the end of the first quarter, however certain computers and other equipment for the vehicle had been. ** Variance = Actual over (under) prorated budget Fund 109 28 City of Tukwila Debt Service Funds 2XX - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 Annual Budget Prorated Actual Budget Year -To -Date Variance ** % of Annual Budget Revenue General Revenue Sales and Use Taxes Total General Revenue $ $ $ 0.00% 0.00% Miscellaneous Revenue Investment Earnings 3,000 750 4 (2,996) 0.15% Debt proceeds - - - 0.00% Total Miscellaneous Revenue 3,000 750 4 (2,996) 0.15% Transfers In 2,903,495 725,874 - (725,874) 0.00% (a) Total Revenue 2,973,152 743,288 4 (795,526) 0.00% Expenditures 80 Debt Service Principal 1,766,126 441,532 (441,532) 0.00% 81 Debt Service Interest 1,158,722 289,681 676 (289,005) 0.06% Total Debt Service Funds 2,924,848 731,212 676 (730,536) 0.02% Transfers Out / Indirect cost allocation 45,304 11,326 11,326 0 25.00% Total Expenses 2,970,152 742,538 12,002 (730,536) 0.40% Change in Fund Balance 3,000 750 (11,998) (a) (12,748) - 399.93% Beginning Fund Balance - - 3,050 3,050 0.00% Ending Fund Balance $ 3,000 $ 750 $ (8,947) $ (9,697) - 298.25% Cash and investments $ (8,947) (a) Transfers in from the General Fund in future quarters will offset the negative fund balance that existed at the end of the first quarter. ** Variance = Actual over (under) prorated budget Fund 2XX 29 City of Tukwila Open Space and Parks Acq. Fund 301 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 Annual Budget Prorated Budget Actual Year -To -Date Variance ** % of Annual Budget Revenue General Revenue Property Taxes Sales and Use Taxes Real Estate Excise Taxes Total General Revenue Charges for Services Sale of Merchandise Park Impact Fees Total Charges for Services Intergovernmental Revenue Miscellaneous Revenue Investment Earnings Rents and Concessions Total Miscellaneous Revenue Total Revenue Expenditures 11 Salaries 21 FICA 23 PERS 24 Industrial Insurance 25 Medical, Dental, Life, Optical 31 Office & Operating Supplies 31 Office & Operating Supplies 41 Professional Services 42 Communication 44 Advertising 47 Public Utility Services 48 Repairs & Maintenance 64 Capital Outlay Total Park Acquisition Fund Transfers Out / Indirect cost allocation Total Expenses Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments $ 64,000 100,243 164,243 93,000 93,000 327,000 7,000 5,000 12,000 596,243 $ 16,000 25,061 41,061 23,250 23,250 81,750 1,750 1,250 3,000 149,061 $ 1,020 $ (14,980) 24,071 (990) 25,091 (15,970) 7,249 (16,001) 7,249 (16,001) 2,636 (79,114) 1.59% 0.00% 24.01 % 15.28% 0.00% 7.79% 7.79% 0.81% 12,364 10,614 176.63% 1,500 250 30.00% 13,864 10,864 115.53% 48,840 - (100,221) 8.19% 545,000 372,000 917,000 136,250 136,250 97,721 24,430 1,014,721 160,680 (418,478) (11,620) 4,500,000 4,500,000 3,244 3,244 241 241 172 172 9 9 366 366 301 301 (136,250) 1,500 1,500 5,833 (130,417) 24,430 0 30,263 (130,417) 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% (a) 0.00% 0.00% 0.00% 0.00% 0.00% 0.64% 25.00% 0 18,577 30,196 -4.44% 4,773,512 273,512 106.08% $ 4,081,522 $ 4,488,381 $ 4,792,089 $ 303,708 117.41% $ 4,787,800 (a) Pool renovation services constitute $404,000 of the professional services budget. This work has been postponed indefinitely. ** Variance = Actual over (under) prorated budget Fund 301 30 City of Tukwila Facility Replacement Fund 302 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 of Prorated Actual Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Charges for Services Sales and Use Taxes Total Charges for Services Intergovernmental Revenue Miscellaneous Revenue Investment Earnings Facilities leases (long -term) Forfeitures Total Miscellaneous Revenue Transfers In $ 317 $ 79 $ - $ (79) 0.00% 317 79 - (79) 0.00% 5,439 5,439 1,360 1,225 1,360 1,225 0.00% (135) 22.51% 0.00% 0.00% (135) 22.51% 0.00% Total Revenue 5,756 1,439 1,225 (214) 21.27% Expenditures 11 Salaries 12 Extra Labor 21 FICA 23 PERS 24 Industrial Insurance 25 Medical, Dental, Life, Optical 31 Office & Operating Supplies - 41 Professional Services 28,000 47 Public Utility Services - 49 Miscellaneous - 64 Capital Outlay 73,000 Total Expenditures 101,000 7,000 18,250 2,699 25,250 2,699 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% (7,000) 0.00% 2,699 0.00% 0.00% (18,250) 0.00% (22,551) 2.67% Transfers Out / Indirect cost allocation 24,563 6,141 6,141 0 25.00% Total Expenses 125,563 31,391 8,839 (22,551) 7.04% Change in Fund Balance Beginning Fund Balance (119,807) 2,000,000 (29,952) 2,000,000 (7,615) 2,058,647 22,337 6.36% 58,647 102.93% Ending Fund Balance $ 1,880,193 $ 1,970,048 $ 2,051,032 $ 80,984 109.09% Cash and investments $ 2,051,032 ** Variance = Actual over (under) prorated budget Fund 302 31 Ending Fund Balance $ 291,987 $ 341,556 $ 1,397,115 $ 1,055,559 478.49% (b) City of Tukwila General Government Improvements 303 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 of Prorated Actual Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Charges for Services Sales and Use Taxes Total Charges for Services Intergovernmental Revenue $ - $ $ - 0.00% 0.00% 56,386 14,097 40,803 26,707 72.36% Miscellaneous Revenue Investment Earnings 817 204 811 607 99.31% Bond proceeds - - 0.00% Total Miscellaneous Revenue 817 204 811 607 99.31% Transfers In 2,200,000 550,000 (550,000) 0.00% Total Revenue 2,257,203 564,301 41,615 (522,686) 1.84% Expenditures 11 Salaries 94,464 23,616 11,988 (11,628) 12.69% 13 Overtime - - - - 0.00% 21 FICA 7,226 1,807 912 (895) 12.62% 23 PERS 6,617 1,654 637 (1,018) 9.62% 24 Industrial Insurance 1,000 250 68 (182) 6.82% 25 Medical, Dental, Life, Optical 13,988 3,497 2,798 (699) 20.01% 41 Professional Services 440,000 110,000 43 (109,957) 0.01% (a) 48 Repairs & Maintenance - - 0.00% 49 Miscellaneous - 203 203 0.00% 64 Capital Outlay 1,760,000 440,000 170,376 (269,624) 9.68% (a) 81 Debt Service Interest - - - - 0.00% Total Fire Impact Fees 2,323,295 580,824 187,038 (393,786) 8.05% Transfers Out / Indirect cost allocation 41,921 41,921 10,480 (31,441) 25.00% Total Expenses 2,365,216 622,745 197,518 (425,227) 8.35% Change in Fund Balance (108,013) (58,444) (155,903) (97,459) 144.34% Beginning Fund Balance 400,000 400,000 1,553,018 1,153,018 388.25% Cash and investments $ 1,310,709 (a) Removal of the Green River flood prevention materials, the Hesco barriers and the Super Saks, was budgeted into the professional services and capital outlay line items. It is now anticipated that this work will be done in September or later; it will not be done until the Army Corps of Engineers tests the Howard Hanson Dam and gives its approval and until the neighboring cities of Auburn and Kent remove their flood prevention materials. Actual expenditures for the first quarter pertain mainly to the purchase and installation of the new phone system using the 2010 bond proceeds. (b) The large positive variance in ending fund balance is primarily due to 2010 bond proceeds that were unspent at the end of the first quarter. ** Variance = Actual over (under) prorated budget Fund 303 32 City of Tukwila Fire Impact Fees 304 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 % of Annual Prorated Actual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Charges for Services Fire Impact Fees $ 50,000 $ 12,500 $ 9,216 $ (3,284) 18.43% Total Charges for Services 50,000 12,500 9,216 (3,284) 18.43% Investment Earnings 100 25 97 72 97.11% Total Miscellaneous Revenue 100 25 97 72 97.11% Total Revenue 50,100 12,525 9,313 (3,212) 18.59% Expenditures 64 Capital Outlay Total Expenses 0.00% 0.00% Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments 50,100 12,525 9,313 (3,212) 18.59% 140,000 140,000 156,018 16,018 111.44% $ 190,100 $ 152,525 $ 165,331 $ 12,806 86.97% ** Variance = Actual over (under) prorated budget Fund 304 $ 165,331 33 City of Tukwila Water Fund 401 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 Annual Budget Prorated Budget Actual Year -To -Date % of Annual Variance ** Budget Revenue Charges for Services Water Sales Security Total Charges for Services Intergovernmental Revenue Miscellaneous Revenue Investment Earnings Capital contributions Contract principal payments Other Misc Revenue Total Miscellaneous Revenue Transfers In Total Revenue Expenditures 11 Salaries 12 Extra Labor 13 Overtime 21 FICA 23 PERS 24 Industrial Insurance 25 Medical, Dental, Life, Optical 26 Unemployment Compensation 28 Uniform Clothing 31 Office & Operating Supplies 33 Water Purchased for Resale 34 Items Purchased for Recharge 35 Small Tools & Minor Equipment 41 Professional Services 42 Communication 43 Travel 44 Advertising 45 Operating Rentals & Leases 46 Insurance 47 Public Utility Services 48 Repairs & Maintenance 49 Miscellaneous 53 Excise Taxes 54 Interfund utility taxes 64 Capital Outlay 80 Debt Service Principal 81 Debt Service Interest Total Water Fund Transfers Out / Indirect cost allocation Total Expenses Change in Fund Balance Adjustment for debt principal pymnt Beginning Fund Balance $ 4,748,000 1,000 4,749,000 1,682,000 9,234 25,000 300 34,534 106,000 6,571,534 539,758 6,000 5,738 41,177 37,580 12,803 107,094 1,000 1,330 93,181 2,068,000 9,500 573,300 2,500 1,500 64,519 20,260 23,000 3,000 14,811 184,000 495,000 3,098,000 417,581 135,984 7,956,616 355,553 8,312,169 (1,740,635) 3,700,000 $ 1,959,365 $ 1,187,000 250 1,187,250 420,500 2,309 6,250 75 8,634 26,500 1,642,884 134,940 1,500 1,435 10,294 9,395 3,201 26,774 250 333 23,295 517,000 2,375 143,325 625 375 16,130 5,065 5,750 750 3,703 46,000 123,750 774,500 104,395 33,996 1,989,154 88,888 2,078,042 (435,159) 3,700,000 $ 3,264,841 $ 917,389 917,389 4,144 345 4,489 921,878 138,535 13,372 11,550 8,039 2,579 27,996 174 22,091 574,335 678 62,658 155 329 15,755 20,260 2,771 703 9,455 30,296 91,765 386,093 290,023 53,485 1,763,096 89,666 1,852,762 (930,885) 290,000 5,928,552 $ 5,287,667 Ending Fund Balance Cash and investments ** Variance = Actual over (under) prorated budget Fund 401 34 $ 4,822,097 $ (269,611) 19.32% (a) (250) 0.00% (269,861) 19.32% (420,500) 0.00% (b) 1,835 44.88% 0.00% (6,250) 0.00% 270 115.00% (4,145) 13.00% (26,500) 0.00% (721,006) 14.03% 3,595 (1,500) 11,937 1,256 (1,356) (622) 1,222 (250) (159) (1,204) 57,335 (1,697) (80,667) (470) (46) (375) 15,195 (2,979) (47) 5,752 (15,704) (31,985) (388,407) 185,628 19,489 (226,058) 778 (225,280) (495,726) 290,000 2,228,552 $ 2,022,826 25.67% 0.00% 233.03% (c) 28.05% 21.39% 20.14% 26.14% 0.00% 13.06% 23.71% 27.77% 0.00% 7.14% 10.93% 6.20% 21.93% 0.00% 24.42% 100.00% (d) 12.05% 23.43% 63.84% 16.47% 18.54% 12.46% 69.45% 39.33% 22.16% 25.22% 22.29% 53.48% 160.23% 269.87% City of Tukwila Water Fund 401 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% (a) Water consumption and water rates increase in the summer months. Revenue from water sales is expected to be on target with budgeted revenue by the end of the second or third quarter. (b) Budget represents anticipated grant revenue for water system work performed with the Southcenter Parkway Extension project. ( c) Overtime expenditures exceed the 25% benchmark due to the extra labor required for the Andover Park West emergency water main / sewer repair project. (d) Insurance premiums are paid once a year at the beginning of the year. Therefore most, if not all, of the annual budget has been expended by the end of the first quarter. ** Variance = Actual over (under) prorated budget Fund 401 35 City of Tukwila Sewer Fund 402 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 % of Prorated Actual Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Charges for Services Sewer Sales Total Charges for Services Intergovernmental Revenue Miscellaneous Revenue Investment Earnings Contract principal payments Total Miscellaneous Revenue $ 5,137,000 $ 1,284,250 $ 1,293,196 $ 8,946 25.17% 5,137,000 1,284,250 1,293,196 8,946 25.17% 1,360,000 340,000 109,343 (230,657) 8.04% 4,426 120,000 124,426 1,107 30,000 31,107 2,477 1,370 55.96% - (30,000) 0.00% 2,477 (28,630) 1.99% Total Revenue 6,621,426 1,655,357 1,405,016 (250,340) 21.22% Expenditures 11 Salaries 259,584 64,896 72,496 7,600 27.93% 12 Extra Labor 8,000 2,000 (2,000) 0.00% 13 Overtime 3,442 861 8,134 7,274 236.32% (a) 21 FICA 19,744 4,936 6,110 1,174 30.95% 23 PERS 18,069 4,517 4,255 (263) 23.55% 24 Industrial Insurance 5,576 1,394 1,183 (211) 21.22% 25 Medical, Dental, Life, Optical 47,440 11,860 12,791 931 26.96% 26 Unemployment Compensation 1,000 250 - (250) 0.00% 28 Uniform Clothing 570 143 - (143) 0.00% 31 Office & Operating Supplies 22,491 5,623 4,265 (1,357) 18.96% 33 Water Purchased for Resale 3,749,000 937,250 880,582 (56,668) 23.49% 35 Small Tools & Minor Equipment 4,000 1,000 175 (825) 4.37% 41 Professional Services 392,600 98,150 42,930 (55,220) 10.93% 42 Communication 2,500 625 315 (310) 12.59% 43 Travel 500 125 414 289 82.81% 44 Advertising 150 38 - (38) 0.00% 45 Operating Rentals & Leases 131,704 32,926 32,426 (500) 24.62% 46 Insurance 15,195 3,799 15,195 11,396 100.00% 47 Public Utility Services 22,050 5,513 4,950 (563) 22.45% 48 Repairs & Maintenance 43,000 10,750 30,359 19,609 70.60% 49 Miscellaneous 8,799 2,200 4,388 2,188 49.87% 53 Excise Taxes 40,000 10,000 9,390 (610) 23.47% 54 Interfund utility tax 516,000 129,000 129,352 352 25.07% 64 Capital Outlay 2,028,000 507,000 175,950 (331,050) 8.68% 80 Debt Service Principal 269,761 67,440 (67,440) 0.00% 81 Debt Service Interest 87,398 21,850 187 (21,662) 0.21% Total Sewer Fund 7,696,573 1,924,143 1,435,847 (488,296) 18.66% Transfers Out /Indirect cost allocation 266,079 66,520 67,298 778 25.29% Total Expenses 7,962,652 1,990,663 1,503,145 (487,518) 18.88% Change in Fund Balance (1,341,226) (335,307) (98,129) 237,178 7.32% Adjustment for debt payments - Beginning Fund Balance 2,500,000 2,500,000 2,658,708 158,708 106.35% Ending Fund Balance $ 1,158,774 $ 2,164,694 $ 2,560,579 $ 395,886 220.97% Cash and investments $ 1,605,340 (a) Overtime expenditures exceed the 25% benchmark due to the extra labor required for the Andover Park West emergency water main / sewer repair project. ** Variance = Actual over (under) prorated budget Fund 402 36 City of Tukwila Foster Golf Course 411- Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 of Prorated Actual Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue General Revenue Sales and Use Taxes Excise Taxes Total General Revenue 1,570 1,570 $ $ - $ - 0.00% 393 - (393) 0.00% 393 - (393) 0.00% Charges for Services Sale of Merchandise 148,000 37,000 13,883 (23,117) 9.38% Greens Fees, Instruction 1,205,500 301,375 63,991 (237,384) 5.31% Total Charges for Services 1,353,500 338,375 77,874 (260,501) 5.75% (a) Miscellaneous Revenue Investment Earnings 1,130 283 - (283) 0.00% Rents and Concessions 331,000 82,750 25,886 (56,864) 7.82% Other Misc Revenue - - 12 12 0.00% Total Miscellaneous Revenue 332,130 83,033 25,897 (57,135) 7.80% (a) Transfers In 225,000 56,250 - (56,250) 0.00% Total Revenue 1,912,200 478,050 103,771 (374,279) 5.43% Expenditures 11 Salaries 661,242 165,311 181,481 16,170 27.45% 12 Extra Labor 133,900 33,475 2,227 (31,248) 1.66% 13 Overtime 6,885 1,721 671 (1,051) 9.74% 21 FICA 49,536 12,384 13,732 1,348 27.72% 23 PERS 46,046 11,512 8,601 (2,910) 18.68% 24 Industrial Insurance 14,110 3,528 1,514 (2,014) 10.73% 25 Medical, Dental, Life, Optical 116,762 29,191 29,589 399 25.34% 26 Unemployment Compensation 11,000 2,750 1,459 (1,291) 13.27% 28 Uniform Clothing 1,200 300 - (300) 0.00% 31 Office & Operating Supplies 98,908 24,727 21,079 (3,648) 21.31% 34 Items Purchased for Resale 130,500 32,625 10,296 (22,329) 7.89% 35 Small Tools & Minor Equipment 2,500 625 - (625) 0.00% 41 Professional Services 10,000 2,500 - (2,500) 0.00% 42 Communication 9,700 2,425 3,798 1,373 39.15% 43 Travel 1,250 313 20 (292) 1.60% 44 Advertising 7,000 1,750 183 (1,567) 2.61% 45 Operating Rentals & Leases 109,475 27,369 26,860 (509) 24.54% 46 Insurance 15,195 3,799 15,195 11,396 100.00% (b) 47 Public Utility Services 64,765 16,191 15,903 (288) 24.56% 48 Repairs & Maintenance 36,000 9,000 10,691 1,691 29.70% 49 Miscellaneous 39,722 9,931 1,716 (8,215) 4.32% 53 Excise Taxes 6,000 1,500 159 (1,341) 2.66% 54 Interfund admissions tax 66,000 16,500 3,679 (12,821) 5.57% 64 Capital Outlay 75,000 18,750 - (18,750) 0.00% 80 Debt Service Principal 203,892 50,973 - (50,973) 0.00% 81 Debt Service Interest 146,266 36,567 229 (36,337) 0.16% Total Foster Golf Course Fund 2,062,854 515,714 349,082 (166,632) 16.92% Transfers Out / Indirect cost allocation 221,515 55,379 55,379 (0) 25.00% Total Expenses 2,284,369 571,092 404,460 (166,632) 17.71% Change in Fund Balance (372,169) (93,042) (300,689) (207,647) 80.79% Adjustment for restricted net assets & other - Beginning Fund Balance 425,000 425,000 280,013 (144,987) 65.89% Ending Fund Balance $ 52,831 $ 331,958 $ (20,676) $ (352,634) - 39.14% Cash and investments $ (241,875) ** Variance = Actual over (under) prorated budget Fund 411 37 City of Tukwila Foster Golf Course 411- Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% (a) The first quarter, winter, is one of the slowest quarters of the year for the golf course. The revenue budget variance should decline in the second or third quarter as the weather gets warmer and drier. (b) Insurance premiums are paid once a year at the beginning of the year. Therefore most, if not all, of the annual budget has been expended by the end of the first quarter. ** Variance = Actual over (under) prorated budget Fund 411 38 Ending Fund Balance $ 937,263 $ 1,479,816 $ 3,442,772 $ 1,962,957 367.32% City of Tukwila Surface Water Fund 412 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 % of Prorated Actual Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Charges for Services Surface Water Sales Total Charges for Services Intergovernmental Revenue $ 3,328,125 $ 832,031 $ 1,670,248 $ 838,216 50.19% (a) 3,328,125 832,031 1,670,248 838,216 50.19% 175,670 43,918 - (43,918) 0.00% Miscellaneous Revenue Investment Earnings 11,091 2,773 6,529 3,756 58.87% Capital contributions - - - 0.00% Other Misc Revenue - - 25 25 0.00% Total Miscellaneous Revenue 11,091 2,773 6,554 3,781 59.09% Total Revenue 3,514,886 878,722 1,676,802 798,080 47.71% Expenditures 11 Salaries 692,784 173,196 150,468 (22,728) 21.72% 12 Extra Labor 23,000 35,250 384 (34,866) 1.67% 13 Overtime 11,653 2,913 14,999 12,086 128.71% 21 FICA 52,290 13,073 12,539 (534) 23.98% 23 PERS 48,260 12,065 8,789 (3,276) 18.21% 24 Industrial Insurance 15,669 3,917 2,248 (1,669) 14.35% 25 Medical, Dental, Life, Optical 157,924 39,481 31,703 (7,778) 20.08% 26 Unemployment Compensation 1,000 250 1,241 991 124.09% 28 Uniform Clothing 1,425 356 300 (56) 21.05% 31 Office & Operating Supplies 42,521 10,630 5,509 (5,121) 12.96% 35 Small Tools & Minor Equipment 3,000 750 159 (591) 5.29% 41 Professional Services 654,570 163,643 13,587 (150,055) 2.08% 42 Communication 2,000 500 - (500) 0.00% 43 Travel 2,000 500 283 (217) 14.17% 44 Advertising 500 125 (125) 0.00% 45 Operating Rentals & Leases 95,569 23,892 24,090 198 25.21% 46 Insurance 15,195 3,799 15,195 11,396 100.00% (b) 47 Public Utility Services 61,600 15,400 2,356 (13,044) 3.82% 48 Repairs & Maintenance 13,965 3,491 355 (3,137) 2.54% 49 Miscellaneous 8,685 2,171 11,433 9,262 131.64% 53 Excise Taxes 25,000 6,250 10,018 3,768 40.07% 54 lnterfund utility tax 338,000 84,500 167,261 82,761 49.49% (a) 64 Capital Outlay 1,434,000 358,500 (358,500) 0.00% 80 Debt Service Principal 336,847 84,212 (84,212) 0.00% 81 Debt Service Interest 32,725 8,181 59 (8,122) 0.18% Total Surface Water Fund 4,070,182 1,047,046 472,977 (574,069) 11.62% Transfers Out 207,441 51,860 51,860 25.00% Total Expenses 4,277,623 1,098,906 524,837 (574,069) 12.27% Change in Fund Balance (762,737) (220,184) 1,151,965 1,372,149 151.03% Transfer to capital assets net of related debt - Beginning Fund Balance 1,700,000 1,700,000 2,290,808 590,808 134.75% Cash and investments $ 3,333,516 (a) The semi - annual surface water fees were due the first week of March. Since this is a semi - annual billing, revenue collected in the first quarter should be at 50% of the annual budget to be on target, which it is. (b) Insurance premiums are paid once a year at the beginning of the year. Therefore most, if not all, of the annual budget has been expended by the end of the first quarter. ** Variance = Actual over (under) prorated budget Fund 412 39 City of Tukwila Equipment Rental /Replacement Fund 501 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 % of Prorated Actual Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Charges for Services ERR O &M Dept Charges $ 1,099,806 $ 274,952 $ 274,952 $ 25.00% Equipment Replacement Charges 754,515 188,629 183,211 (5,417) 24.28% Fuel Sales 474,000 118,500 118,500 25.00% Transportation 150 38 - (38) 0.00% Total Charges for Services 2,328,471 582,118 576,663 (5,455) 24.77% Miscellaneous Revenue Investment Earnings Total Miscellaneous Revenue Sale of Capital Assets 14,269 3,567 1,936 (1,631) 13.57% 14,269 3,567 1,936 (1,631) 13.57% 10,149 10,149 0.00% Total Revenue 2,342,740 585,685 588,748 3,063 25.13% Expenditures 11 Salaries 339,278 84,820 84,098 (721) 24.79% 12 Extra Labor 10,000 2,500 2,850 350 28.50% 13 Overtime 1,147 287 462 175 40.24% 21 FICA 25,776 6,444 6,647 203 25.79% 23 PERS 23,637 5,909 4,642 (1,268) 19.64% 24 Industrial Insurance 9,034 2,259 1,823 (435) 20.18% 25 Medical, Dental, Life, Optical 77,189 19,297 19,327 30 25.04% 26 Unemployment Compensation 1,000 250 - (250) 0.00% 28 Uniform Clothing 950 238 - (238) 0.00% 31 Office & Operating Supplies 2,979 745 381 (364) 12.78% 34 Items Purchased for Resale 689,000 172,250 113,194 (59,056) 16.43% 35 Small Tools & Minor Equipment 2,500 625 953 328 38.11% 41 Professional Services 550 138 544 407 98.96% 42 Communication 2,000 500 270 (230) 13.49% 43 Travel - - 61 61 0.00% 45 Operating Rentals & Leases 40,081 10,020 10,020 0 25.00% 46 Insurance 10,130 2,533 10,130 7,598 100.00% (b) 48 Repairs & Maintenance 130,781 32,695 11,867 (20,829) 9.07% 49 Miscellaneous 6,500 1,625 1,469 (156) 22.61% 64 Capital Outlay 651,100 162,775 - (162,775) 0.00% Total Equipment Rental Fund 2,023,632 505,908 268,737 (237,171) 13.28% Transfers Out 208,979 52,245 52,245 0 25.00% Total Expenses 2,232,611 558,153 320,981 (237,171) 14.38% Change in Fund Balance 110,129 27,532 267,767 240,234 243.14% Transfer to capital assets net of related debt Beginning Fund Balance 3,300,000 3,300,000 3,321,984 21,984 100.67% Ending Fund Balance $ 3,410,129 $ 3,327,532 $ 3,589,750 $ 262,218 105.27% Cash and investments $ 3,593,124 (b) Insurance premiums are paid once a year at the beginning of the year. Therefore most, if not all, of the annual budget has been expended by the end of the first quarter. ** Variance = Actual over (under) prorated budget Fund 501 40 City of Tukwila Insurance Fund 502 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 Annual Budget Prorated Budget Actual Year -To -Date % of Annual Variance ** Budget Revenue Charges for Services Employee Benefit Programs Total Charges for Services Miscellaneous Revenue Investment Earnings Employer Trust Contributions Employee Contributions Other Misc Revenue Total Miscellaneous Revenue Total Revenue Expenditures 25 Medical, Dental, Life, Optical 41 Professional Services 49 Miscellaneous Total Transfers Out / Indirect cost allocation Total Expenses Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments 621 $ 621 10,032 4,110,708 60,000 6,200 4,186,940 4,187,561 4,100, 000 25,000 20,500 4,145,500 110,241 4,255,741 (68,180) 4,500,000 155 $ 280 $ 125 45.10% 155 2,508 1,027,677 15,000 1,550 1,046,735 1,046,890 280 9,913 1,062,183 19,387 268 1,091,751 1,092,031 1,025,000 892,440 6,250 1,204 5,125 2,470 1,036,375 896,114 27,560 27,560 1,063,935 923,674 (17,045) 168,357 4,500,000 4,553,247 125 45.10% 7,405 98.82% 34,506 25.84% 4,387 32.31% (1,282) 4.32% 45,016 26.08% 45,141 26.08% (132,560) (5,046) (2,655) (140,261) 21.77% 4.82% 12.05% 21.62% 25.00% (140,261) 21.70% 185,402 - 246.93% 53,247 101.18% $ 4,431,820 $ 4,482,955 $ 4,721,605 $ 238,650 106.54% ** Variance = Actual over (under) prorated budget Fund 502 $ 5,871,816 41 City of Tukwila LEOFF Insurance Fund 503 - Revenue and Expenditures As of March 31, 2011 % of year expired 25.00% 2011 % of Actual Annual Annual Budget Prorated Budget Year -To -Date Variance ** Budget Revenue Miscellaneous Revenue Investment Earnings $ 3,340 $ 835 $ 2,090 $ 1,255 62.56% Employer Trust Contributions 575,000 143,750 112,090 (31,660) 19.49% Other Misc Revenue 700 175 - (175) 0.00% Total Revenue 579,040 144,760 114,180 (30,580) 19.72% Expenditures 25 Medical, Dental, Life, Optical 659,530 164,883 58,717 (106,166) 8.90% 41 Professional Services 3,000 750 510 (240) 17.00% 49 Miscellaneous 10,000 2,500 2,929 429 29.29% 64 Capital Outlay - 0.00% Total 672,530 168,133 62,156 (105,977) 9.24% Transfers Out 9,704 2,426 2,426 0 25.00% Total Expenses 682,234 170,559 64,582 (105,977) 9.47% Change in Fund Balance Beginning Fund Balance (103,194) (25,799) 49,598 75,397 - 48.06% 1,350,000 1,350,000 1,586,749 236,749 117.54% Ending Fund Balance $ 1,246,806 $ 1,324,202 $ 1,636,348 $ 312,146 131.24% Cash and investments $ 1,706,648 ** Variance = Actual over (under) prorated budget Fund 503 42