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HomeMy WebLinkAboutSpecial 2013-08-28 Item 2 - 2nd Quarter Financial ReportPrepared By: Peggy McCarthy & Vicky Carlsen June 30, 2013 1 IL 0 Summary (Cash Basis) City -wide, unreserved fund balances increased $3.1M the first half of 2013 from $39.8M at December 31, 2012 to $42.9M as of June 30, 2013. The enterprise funds reflected the largest change with a total increase of $1.8M. Governmental funds increased by $1.3M, and the internal service funds decreased by $87K. Of the governmental funds, the General Fund increased by $927K through June. General fund ongoing reve- nues exceeded operating expenditures by $4.2M. Further discussion on the governmental funds and the General Fund occurs on the following pages. Through the end of June, excluding future changes to the budget, the City is on track to stay within the cur- rent adopted budget. The local economy is slowly improving. Inflation remains low at 1.4% and employment is up 3.6% in King County from first quarter 2012 to first quarter 2013. The real estate market is improving with residen- tial recovering well and commercial a bit slower. Recent real estate data show a 7.8% increase in housing prices in Washington State. Commerce is good with a strong employment base and a more robust construc- tion sector. The City is participating in this recovery. Construction activity is up in both the residential and commercial sectors for new construction, remodels and tenant improvements. Revenues from construction sales tax, permits and plan review fees have increased year over year and in comparison with budget. Sewer connec- tion fees total $202K for the 6 months far exceeding the $120K annual budget for these revenues. Even though the revenue picture is looking brighter, the City continues to face budgetary pressures. The new state budget reduces the amount of liquor tax revenues that will be shared with local governments. It also eliminates low interest rate Public Works Trust fund loans. The City was relying on these loans for two capital projects. Borrowing will be more expensive in the future because of this and due to rising inter- est rates. Jail and certain other costs are also projected to increase. As the economy recovers, the City will use this opportunity to restore reserves, ensure ongoing revenues are sufficient to cover ongoing expenditures, and continue to support capital projects and initiatives. Fund Balances -As of June 30, 2013 General Fund Hotel/Motel Tax $719,908 Street _ •$1,092,109 Arterial Street t $883,444 Contingency -. $1,461,857 Fire Equip Reserve nu $892,996 Drug Seizure Debt Service Parks Acq Facility Replacement General Gov Improve Fire Impact Fee Water Sewer Foster Golf Surface Water Equipment Replacement Self - Insurance LEOFF Insurance $1,457,174 $1,099,615 $693,666 $402,515 $1,988,116 $3,148,430 $4,450,534 $4,643,690 $5,995,095 F 952,813 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000 000 Inside this issue: Governmental Funds 2 General Fund Revenues 3 General Fund Expenditures 3 Enterprise and Internal Service Funds 4 Page 1 of 35 FUND BALANCES CHANGE IN FUND BALANCE CITY -WIDE ACTUAL - -- ACTUAL - - - - -- BUDGET - -- YTD 12/31/2012 6/30/2013 YTD YTD VARIANCE Governmental funds $ 18,149,418 $ 19,481,781 $ 1,332,363 $ (1,008,066) $ 2,340,429 Enterprise funds 11,011,318 12,830,542 1,819,224 (1,274,754) 3,093,978 Internal service funds 10,638,314 10,551,399 (86,915) (459,194) 372,279 City -wide Total $ 39,799,050 $ 42,863,722 $ 3,064,672 $ (2,742,013) $ 5,806,685 Fund Balances -As of June 30, 2013 General Fund Hotel/Motel Tax $719,908 Street _ •$1,092,109 Arterial Street t $883,444 Contingency -. $1,461,857 Fire Equip Reserve nu $892,996 Drug Seizure Debt Service Parks Acq Facility Replacement General Gov Improve Fire Impact Fee Water Sewer Foster Golf Surface Water Equipment Replacement Self - Insurance LEOFF Insurance $1,457,174 $1,099,615 $693,666 $402,515 $1,988,116 $3,148,430 $4,450,534 $4,643,690 $5,995,095 F 952,813 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000 000 Inside this issue: Governmental Funds 2 General Fund Revenues 3 General Fund Expenditures 3 Enterprise and Internal Service Funds 4 Page 1 of 35 Governmental Funds Governmental Funds FUND BALANCES REVENUES AND EXPENDITURES ACTUAL 12/31/2012 6/30/2013 YTD Change Revenues Expenditures Amount %of Budget Amount %of Budget 000 - General Fund $ 6,026,030 $ 6,952,813 $ 926,783 $28,139,668 47.28% $27,212,886 46.97% 101 - Hotel /Motel Tax Fund 710,707 719,908 9,201 675,524 44.30% 666,324 40.47% 103 - Street Fund 1,046,771 1,092,109 45,338 127,338 15.18% 82,000 7.98% 104 - Arterial Street Fund 483,330 883,444 400,114 2,857,989 12.06% 2,457,875 10.42% 105 - Contingency Fund 1,460,454 1,461,857 1,403 1,403 0.09% - 0.00% 107 - Fire Equip Cum Reserve 892,072 892,996 924 924 0.00% - 0.00% 109 - Drug Seizure Fund 160,125 146,313 (13,812) (9,101) -9.48% 4,712 8.57% 2xx - Debt Service 3,012,381 3,148,430 136,049 735,362 20.48% 599,313 8.70% 301 - Parks Acq Fund 1,090,188 1,099,615 9,427 159,416 13.87% 149,988 13.37% 302 - Facility Replacement Fund 2,005,520 1,988,116 (17,404) 1,930 34.45% 19,334 3.28% 303 - General Gov Improvements 913,830 693,666 (220,164) 619 0.05% 220,783 15.17% 304 - Fire Impact Fee Fund 348,010 402,515 54,505 54,505 108.79% - 0.00% Total Governmental $18,149,418 $19,481,781 $ 1,332,363 $32,745,578 35.09% $31,413,214 32.95% Governmental funds through June increased fund balances by $1.3M. As of the end of June the general fund balance increased $927K. Total revenues for the General Fund were $28.IM or 47.28% of budget compared to total expenditures of $27.2M or 46.97% of budget. Ongoing revenues exceed operating expendi- tures by $4.2M. Highlights for the first quarter include: General Fund • Property tax revenue through June is at 53.67% of budget and slightly ahead of 2012 at 53.21 %. • Quarterly financial data is reported on a cash basis; when revenues are received and expenditures paid. Sales tax revenue includes collections for November through April. November and December constitutes the highest collection months. Additionally, sales tax has exceeded expectations the last 5 months and are $479K higher than collections for the same period last year. Sales and Use Taxes are at 53.71% of budget. • Revenue Generating Regulatory Licenses generated $1.7M as licenses were renewed for 2013. Through June, 94.99% of budget has been collected. • Gambling excise taxes are at 53.88% of budget. In 2012, a casino was paying back taxes and penalties on the amount owed. The casino is now current and only current year activity is reflected for 2013. • Charges for Services increased slightly for January through June over last year. Revenue is at 46.96% of budget. • Plan check and review fees are at 64.68% of budget. Both the number of permits issued as well as the value of the permits exceed last year's 1st quarter. Hotel/Motel— Tourism • Hotel /Motel taxes are at 40.46% of budget. It is antici- pated that revenue will increase during the summer months when occupancy rates are typically higher. Street Fund (Residential) • The 3 major projects in this fund; 42nd Ave S Phase III, Cascade View Safe Routes to School, and Thorndyke Safe Routes to School and are currently in the design phase. Arterial Streets • It is anticipated that bond proceeds for the Tukwila Urban Center Access Project —Local Improvement District No. 33 will be received in the 4th quarter. Once funds have been received, $8.5M is budgeted to be transferred to the general fund. Contingency • Transfer from the general fund should occur upon receipt of the LID bond proceeds. Debt Service • Subsidy payments from the federal government for the City's Build America bonds have been reduced by 8.7% due to sequestration. 2013 SECOND QUARTER FINANCIAL REPORT Page 2 of 35 General Fund Revenues General fund ongoing revenues collected through June of 2013 exceed 2012 January—June by $774K. Property taxes, sales and use taxes, excise taxes, business licenses & permits, building permits & fees, and miscellaneous revenue exceeded 2012 reve- nues by $1.2M. Included in total revenues is $1M bond proceeds for the MPD. This was budgeted in 2012. Sales tax mitigation revenue is included in the intergovernmental revenue category. The State of Washington reduced payments by 3.4% for the current fiscal year, which ends June 30, 2013. It is anticipated that sales tax mitigation revenue will return to near previous levels in the next fiscal year. General fund expenditures through June 2013 are $27.2M or 46.97% of budget. Transfers out were $3.1M through June and will continue to be made on an as needed basis during the year. General Fund Expenditures TOTALS BY CATEGORY -- DETAIL Q2 2012 Over /(Under) % of Budget Q2 2013 % of Budget Prior Year 11 SALARIES 11,220,557 12 EXTRA LABOR 155,857 13 OVERTIME 678,067 15 HOLIDAY PAY - 21 FICA 713,053 22 LE O F F 326,401 23 P E RS 395,039 24 INDUSTRIAL INSURANCE 161,235 25 MEDICAL,DENTAL,LIFE,OPTICAL 2,246,280 26 UNEMPLOYMENT COMP 11,537 28 UNIFORM CLOTHING 791 31 OFFICE & OPERATING SUPPLIES 447,368 34 ITEMS FOR INVENT /RESALE 21,665 35 SMALL TOOLS & MINOR EQUIp 42,865 41 PROFESSIONAL SERVICES 799,295 42 COMMUNICATION 129,438 43 TRAVEL 51,380 44 ADVERTISING 11,442 45 OPERATING RENTALS & LEASES 1,022,350 46 INSURANCE 579,668 47 PUBLIC UTILITY SERVICES 627,324 48 REPAIRS & MAINTENANCE 255,213 49 MISCELLANEOUS 364,732 51 INTERGVRNMTL PROF SVCS 820,148 53 EXT TAXES & OPER ASSMNTS 37 63 OTHER IMPROVEMENTS 64 MACHINERY & EQUIP, OTHER 25,428 OPERATING EXPENDITURES 21,107,171 52 LOAN TO MPD 00 TRANSFERS OUT, HYDRANT RENT Grand Totals 225,000 49,230 $21,381,401 47.88% 34.22% 49.24% 0.00% 50.38% 55.28% 38.67% 36.90% 43.93% 38.46% 7.50% 44.49% 152.57% 24.63% 33.02% 37.15% 42.18% 23.09% 47.59% 105.29% 44.61% 42.75% 40.06% 40.55% 0.00% 0.00% 8.48% 45.74% $ 12,073,773 186,429 951,720 806 776,279 375,985 436,836 223,699 2,091,931 30,794 1,536 398,879 22,467 74,593 848,353 129,533 40,660 15,106 1,090,029 586,557 654,279 326,809 472,696 1,033,276 41 13,010 22,856,079 12.33% 1,250,000 50.00% 3,106,807 44.48% $ 27,212,886 49.50% 40.32% 67.02% 0.41% 53.16% 61.19% 45.17% 51.79% 48.22% 02.65% 15.25% 35.64% 55.72% 33.85% 32.57% 35.14% 33.72% 26.95% 48.82% 96.87% 44.89% 42.61% 31.11% 47.48% 0.00% 0.00% 2.87% 47.58% $ 853,216 30,572 273,654 806 63,225 49,584 41,797 62,464 (154,349) 19,257 745 (48,488) 802 31,727 49,057 96 (10,720) 3,664 67,680 6,889 26,955 71,596 107,964 213,129 4 (12,418) 1,748,908 0.00% 1,025,000 31.40% 3,057,577 46.97% $ 5,831,485 2013 SECOND QUARTER FINANCIAL REPORT Page 3 of 35 Revenue Sum m ary Q2 2012 % of Q2 2013 % of Over /(Under) General Fund Actual Budget Actual Budget Prior Year Property Taxes $ 7,379,666 53.21% $ 7,414,239 53.67% $ 34,574 Sales and Use Taxes 7,739,031 51.43% 8,217,705 53.71% 478,674 Revenue Generating Regulatory License 1,720,437 87.11% 1,662,246 94.99% (58,190) Utility Taxes 2,137,961 44.17% 2,021,010 47.13% (116,951) Interfund Utility Tax 709,314 46.54% 785,832 52.88% 76,518 Excise Taxes 792,156 29.99% 1,130,015 53.88% 337,859 Bus Licenses, Franchise Fees, Permits 533,465 66.09% 577,990 74.86% 44,525 Building Permits and Fees 475,881 44.95% 624,281 57.54% 148,401 Intergovernmental Revenue 2,179,482 52.59% 1,993,172 41.43% (186,310) General Fund Misc 1,503,058 33.64% 1,665,521 47.65% 162,463 Indirect Cost Allocation 1,165,332 51.54% 1,017,843 50.00% (147,489) Total Ongoing Revenue 26,335,783 50.03% 27,109,854 53.23% 774,072 S ale of Bond Proceeds for M P D - 0.00% 1 ,000,000 0.00% 1,000,000 M PD Payback of Loan - 29,814 Transfers In - 0.00% - 0.00% - Total Revenue $26,335,783 49.01% $28,139,668 47.28% $ 1,774,072 General fund ongoing revenues collected through June of 2013 exceed 2012 January—June by $774K. Property taxes, sales and use taxes, excise taxes, business licenses & permits, building permits & fees, and miscellaneous revenue exceeded 2012 reve- nues by $1.2M. Included in total revenues is $1M bond proceeds for the MPD. This was budgeted in 2012. Sales tax mitigation revenue is included in the intergovernmental revenue category. The State of Washington reduced payments by 3.4% for the current fiscal year, which ends June 30, 2013. It is anticipated that sales tax mitigation revenue will return to near previous levels in the next fiscal year. General fund expenditures through June 2013 are $27.2M or 46.97% of budget. Transfers out were $3.1M through June and will continue to be made on an as needed basis during the year. General Fund Expenditures TOTALS BY CATEGORY -- DETAIL Q2 2012 Over /(Under) % of Budget Q2 2013 % of Budget Prior Year 11 SALARIES 11,220,557 12 EXTRA LABOR 155,857 13 OVERTIME 678,067 15 HOLIDAY PAY - 21 FICA 713,053 22 LE O F F 326,401 23 P E RS 395,039 24 INDUSTRIAL INSURANCE 161,235 25 MEDICAL,DENTAL,LIFE,OPTICAL 2,246,280 26 UNEMPLOYMENT COMP 11,537 28 UNIFORM CLOTHING 791 31 OFFICE & OPERATING SUPPLIES 447,368 34 ITEMS FOR INVENT /RESALE 21,665 35 SMALL TOOLS & MINOR EQUIp 42,865 41 PROFESSIONAL SERVICES 799,295 42 COMMUNICATION 129,438 43 TRAVEL 51,380 44 ADVERTISING 11,442 45 OPERATING RENTALS & LEASES 1,022,350 46 INSURANCE 579,668 47 PUBLIC UTILITY SERVICES 627,324 48 REPAIRS & MAINTENANCE 255,213 49 MISCELLANEOUS 364,732 51 INTERGVRNMTL PROF SVCS 820,148 53 EXT TAXES & OPER ASSMNTS 37 63 OTHER IMPROVEMENTS 64 MACHINERY & EQUIP, OTHER 25,428 OPERATING EXPENDITURES 21,107,171 52 LOAN TO MPD 00 TRANSFERS OUT, HYDRANT RENT Grand Totals 225,000 49,230 $21,381,401 47.88% 34.22% 49.24% 0.00% 50.38% 55.28% 38.67% 36.90% 43.93% 38.46% 7.50% 44.49% 152.57% 24.63% 33.02% 37.15% 42.18% 23.09% 47.59% 105.29% 44.61% 42.75% 40.06% 40.55% 0.00% 0.00% 8.48% 45.74% $ 12,073,773 186,429 951,720 806 776,279 375,985 436,836 223,699 2,091,931 30,794 1,536 398,879 22,467 74,593 848,353 129,533 40,660 15,106 1,090,029 586,557 654,279 326,809 472,696 1,033,276 41 13,010 22,856,079 12.33% 1,250,000 50.00% 3,106,807 44.48% $ 27,212,886 49.50% 40.32% 67.02% 0.41% 53.16% 61.19% 45.17% 51.79% 48.22% 02.65% 15.25% 35.64% 55.72% 33.85% 32.57% 35.14% 33.72% 26.95% 48.82% 96.87% 44.89% 42.61% 31.11% 47.48% 0.00% 0.00% 2.87% 47.58% $ 853,216 30,572 273,654 806 63,225 49,584 41,797 62,464 (154,349) 19,257 745 (48,488) 802 31,727 49,057 96 (10,720) 3,664 67,680 6,889 26,955 71,596 107,964 213,129 4 (12,418) 1,748,908 0.00% 1,025,000 31.40% 3,057,577 46.97% $ 5,831,485 2013 SECOND QUARTER FINANCIAL REPORT Page 3 of 35 Enterprise Funds ENTERPRISE FUNDS RW B6LPNCES IEvBUJEs aDD BCRENSES — ACTUAL — 12/31 /2012 6/30/2013 YTD Change ReNienues Expenses Expenses Pmount %of Budgst Amint %of Budget 401 - Water Fund $ 6,077,949 $ 5,995,095 $ (82,854) $ 2,651,495 49.17% $ 2,734,349 41.45% 402 - Sewer Fund 2,199,821 3,240,958 1,041,137 3,721,441 55.92% 2,680,304 37.41% 411 - Foster Golf Rind 404,390 506,876 102,486 864,324 48.24% 761,837 44.61% 412 - Surface Utter Fund 2,329,158 3,087,613 758,455 1,949,146 46.33% 1,190,691 23.23% ENTERPRISE FUNDS $11,011,318 $12,830,542 $ 1,819,224 $ 9,186,406 50.91% $ 7,367,180 35.77% Fund 401 - Water: Revenues through June are at 49.17% of budget and expenses are at 41.45% of budget. Fund balance decreased $83K. Andover Park W /Strander new water main project is under design. This project is connected to the Tukwila Urban Center Transit Center project. Fund 402 - Sewer: Revenues are at 55.92% of budget and ex- penses are at 37.41% of budget resulting in an increase to fund balance of $1.0M. Major projects in this fund include CBD San- itary Sewer Rehabilitation and Sewer Lift Station No. 2 up- grades. Bid was awarded in July for the 2013 annual sewer re- pair. Fund 411 -Golf Course: Revenues through the first half of the year exceeded revenue during the first half of 2012. This is largely due to a substantial increase in number of rounds of golf; 22,428 in 2013 versus 20,194 in 2012. Revenues and expenses through June are at 48.24% and 44.61% of budget respectively. Fund 412 - Surface Water: Through the end of the second quar- ter the Surface Water fund realized a fund balance increase of $758K. Revenues and expenses for the first half of the year are 46.33% and 23.23% respectively. Several projects are planned for 2013 including Surface Water Lift Station No. 15 and Lower Duwamish Surface Water Conveyance. Bid was awarded in July for the Surface Water Lift Station No. 15 project. Additional information on the enterprise funds can be found in the fund level statements provided in this packet. Internal Service Funds INTERNAL SERVICE RADS RJND BALANCES REVENUE AND EXPENSES - - -- ACTUAL - - -- 12/31/2012 6/30/2013 YTD Change ReNienues Expenses Amount % of Budget Amount % of Budget 501 - Equipment Replacement 502 - Self - Insurance Fund 503 - LEOFF Insurance Fund $ 4,132,396 $ 4,450,534 4,794,386 4,643,690 1,711,532 1,457,174 $ 318,138 (150,696) (254,358) $ 1,301,548 2,313,451 1,656 34.04% 49.65% 49.59% $ 983,408 2,464,146 256,014 25.32% 49.16% 50.35% INTERNAL SERVICE FUNDS $ 10,638,314 $ 10,551,399 $ (86,915) $ 3,616,655 42.62% $ 3,703,569 39.38% Fund 501- Equipment Replacement: At the end of the second quarter, fund balance increased $318K. Revenue is at 34.04% of budget and expenses are at 25.32% of budget. All equipment scheduled to be purchased in 2013 except 2 pumpers and the fire command vehicle have been ordered. Items will be paid for when they are received. Fund 502 - Insurance: At the end of the second quarter, fund balance decreased $151K. Employee healthcare costs were with- in budget at 49.16% spent during the second quarter. Fund 503 -LEOFF Insurance: An actuarial evaluation done in July of 2012 indicated that the city had excess reserves in this fund. Based on the evaluation, the City decided not to fund con- tributions for the 2013 -2014 biennium. Second quarter activity decreased fund balance by $254K, which is on target with the expected reduction of $253K. Expenses for the quarter are at 50.35% of budget. Additional information on the internal service funds can be found in the fund level statements provided in this packet. 2013 SECOND QUARTER FINANCIAL REPORT Page 4 of 35 City of Tukwila General Fund 000 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Actual Annual Budget Budget Year -To -Date % of Annual Variance ** Budget Revenue General Revenue Property Taxes Sales and Use Taxes Admissions Tax Utility Taxes Interfund Utility Tax Excise Taxes Total General Revenue Licenses and Permits Revenue Generating Regulatory Lics Business Licenses and Permits Rental Housing License Building Permits and Fees Total Licenses and Permits $ 13,814,401 $ 6,907,201 15,298,722 7,649,361 612,000 306,000 4,288,080 2,144,040 1,486,000 743,000 2,097,341 1,048,671 37,596,544 18,798,272 1,750,000 1,750,000 772,089 579,067 35,000 35,000 1,085,000 542,500 3,642,089 2,906,567 Intergovernmental Revenue Sales tax mitigation 1,165,641 582,821 Seattle City Light Agreement 2,206,344 1,103,172 Grants 619,430 309,715 State entitlements, in -lieu taxes 312,874 156,437 Other 507,003 253,502 Total Intergovernmental Revenue 4,811,292 2,405,646 Charges for Services General Government 54,363 27,182 Security 554,725 277,363 Engineering Services 9,867 4,934 Transportation 167,000 83,500 Plan Check and Review Fees 618,500 309,250 Culture and Rec Fees 519,755 259,878 Total Charges for Services 1,924,210 962,105 Fines and Penalties 234,829 117,415 Miscellaneous Revenue 770,375 385,188 Indirect cost allocation 2,035,740 1,017,870 Ongoing Revenue 51,015,079 26,593,062 Sale of Bond Proceeds for MPD Transfers In 8,500,000 4,250,000 Total Revenue 59,515,079 30,843,062 Expenditures Department Expenditures Loan to MPD Transfers to Debt Service Funds Transfers to Other Funds Total Expenditures Change in Fund Balance Beginning Fund Balance $ 7,414,239 8,217,705 300,774 2,021,010 785,832 1,130,015 19,869,575 1,662,246 577,990 32,100 624,281 2,896,618 551,517 1,066,881 127,665 159,177 87,933 1,993,172 $ 507,039 568,344 (5,226) (123,030) 42,832 81,344 1,071,303 (87,754) (1,076) (2,900) 81,781 (9,949) (31,304) (36,291) (182,050) 2,740 (165,569) (412,474) 53.67% 53.71% 49.15% 47.13% 52.88% 53.88% 52.85% 94.99% (a) 74.86% (b) 91.71% (c) 57.54% 79.53% 47.31% (d) 48.36% 20.61% (e) 50.88% 17.34% 41.43% 27,562 380 50.70% 282,493 5,131 50.92% (4,934) 0.00% 2,159 (81,342) 1.29% 400,025 90,775 64.68% (f) 191,302 (68,576) 36.81% 903,540 (58,565) 46.96% 123,399 5,985 52.55% 335,521 (49,667) 43.55% 1,017,843 (27) 50.00% 27,139,668 • 546,607 53.20% 1,000,000 1,000,000 0.00% (g) (4,250,000) 0.00 (h) 28,139,668 (2,703,393) 47.28% 48,142,138 24,373,837 22,907,919 (1,465,918) 47.58% - 1,250,000 1,250,000 0.00% 2,664,688 1,332,344 554,967 (777,377) 20.83% 7,125,000 3,562,500 2,500,000 (1,062,500) 35.09% 57,931,826 29,268,681 27,212,886 (2,055,795) 46.97% (i) 1,583,253 1,574,381 926,783 (647,598) 58.54% 3,800,000 3,800,000 6,026,030 2,226,030 158.58% Ending Fund Balance J $ 5,383,253 $ 5,374,381 $ 6,952,813 $ 1,578,432 129.16% Cash and investments $ 4,134,040 (a) Most RGRL license fees are collected in the first quarter because the fee is due by January 31. Remaining fees collected will be on late filers and new businesses. Prorated budget has been changed to 100% to reflect expectations (b) Business license renewals are due by January 31st. Prorated budget has been adjusted to reflect expectations for this revenue stream. (c) Most rental housing license fees are collected in first quarter because the fee is due by January 31. Prorated budget has been changed to reflect expectations. (d) Reflects the 3.4% reduction that took effect in 2012. (e) Grant revenue is related to services and is typically invoiced to grantors after funds have been expended. (f) The number of permits issued through June 2013 is on par with January - June 2012 (1,040 vs. 1,042) but the value of the permits is significantly higher ($53,5M vs. $29.1M). Sale of bond proceeds for MPD was budgeted for 2012. Proceeds from LID bonds. It is anticipated that these bonds will be issued in 4th quarter. For expenditure detail, please refer to Expenditure by Department report. ** Variance = Actual over (under) prorated budget Fund 000 Page 5 of 35 CITY OF TUKWILA General Fund Expenditures - By Category As of June 30 2013 % of year expired 50.00% TOTALS BY CATEGORY Annual Budget Prorated Budget % of Annual Actual Spent Variance Budget Spent SALARIES AND BENEFITS SUPPLIES PROFESSIONAL SERVICES INTERGOVERNMENTAL CAPITAL EXPENDITURES DEPARTMENTAL EXPENDITURES LOAN TO MPD TRANSFERS OUT TOTAL EXPENDITURES $ 34,319,901 1,354,018 9,732,101 2,176,118 454,000 48,036,138 $ 17,159,951 677,009 5,168,818 1,088,059 227,000 24,320,837 9,895,688 4,947,844 $ 57,931,826 $ 29,268,681 $ 17,149,788 495,939 4,164,023 1,033,318 13,010 22,856,079 1,250,000 3,106,807 $ 27,212,886 $ (10,162) (181,070) (1,004,795) (54,741) (213,990) (1,464,758) 1,250,000 (1,841,037) $ (2,055,795) 49.97% 36.63% 42.79% 47.48% 2.87% 47.58% 0.00% (a) 31.40% (b) 46.97% TOTALS BY CATEGORY -- DETAIL Annual Budget Prorated Budget Actual Spent Variance % Spent 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 COMP 28 UNIFORM CLOTHING 31 OFFICE & OPERATING SUPPLIES 34 ITEMS FOR INVENT /RESALE 35 SMALL TOOLS & MINOR EQUIP 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 PROF SVCS 53 EXT TAXES & OPER ASSMNTS 63 OTHER IMPROVEMENTS 64 MACHINERY & EQUIP, OTHER OPERATING EXPENDITURES 52 LOAN TO MPD 00 TRANSFERS OUT Grand Totals $ 24,390,595 462,412 1,420, 086 194,452 1,460,147 614,477 967,002 431,947 4,338,708 30,000 10,075 1,119,229 14,428 220,361 2,604,802 368,596 120,565 56,050 2,232,887 605,535 1,457,374 766,990 1,519,302 2,176,118 5,000 449,000 48,036,138 $ 9,895,688 $ 57,931,826 $ 12,195,298 231,206 710,043 97,226 730,074 307,239 483,501 215,974 2,169,354 15,000 5,038 559,615 7,214 110,181 1,302,401 184,298 60,283 28,025 1,116,444 605,535 728,687 383,495 759,651 1,088,059 2,500 224,500 24,320,837 4,947,844 $ 29,268,681 $ 12,073,773 186,429 951,720 806 776,279 375,985 436,836 223,699 2,091,931 30,794 1,536 398,879 22,467 74,593 848,353 129,533 40,660 15,106 1,090,029 586,557 654,279 326,809 472,696 1,033,276 41 13,010 22,856,079 1,250,000 3,106,807 $ 27,212,886 $ (121,524) (44,777) 241,677 (96,420) 46,205 68,746 (46,665) 7,726 (77,423) 15,794 (3,501) (160,735) 15,253 (35,588) (454,048) (54,765) (19,622) (12,919) (26,414) (18,978) (74,408) (56,686) (286,955) (54,783) 41 (2,500) (211,490) (1 ,464,758) 1,250,000 (1,841,037) $ (2,055,795) 49.50% 40.32% 67.02% (c) 0.41% 53.16% 61.19% (d) 45.17% 51.79% 48.22% 102.65% (e) 15.25% 35.64% 155.72% 33.85% 32.57% 35.14% 33.72% 26.95% 48.82% 96.87% 44.89% 42.61% 31.11% 47.48% 0.00% 0.00% 2.90% 47.58% 0.00% (a) 31.40% (b) 46.97% (a) Loan to MPD includes both operating loan of $250,000 and capital loan of $1,000,000. Capital loan was budgeted to occur in 2012. (b) Transfer out to fund 104 Arterial Street of $2.3 million. Transfers to other funds are done on an as needed basis. Transfers out also includes $51,840 transferred from Department 11 -Fire for hydrant fees and transfers to debt service funds. (c) Police: Overtime is higher than expected budget due to front loading training in 1st quarter so crews will be available in anticipation of summer vacations and the holiday season. Fire: Overtime is high due to backfilling positions due to staffing shortages, temporary promotions, and several staff out due to injuries. (d) LEOFF costs for overtime are budgeted in the overtime account but charged to the LEOFF GL account when paid out. (e) Unemployment payment is for the 2011 correction for the employees reinstated after work force reduction. " Variance = Actual over (under) prorated budget Fund 000 By Category Page 6 of 35 CITY OF TUKWILA General Fund Expenditures - By Department As of June 30 2013 % of year expired 50.00% TOTALS - ALL DEPARTMENTS Annual Budget Prorated Budget Actual Spent % of Annual Variance 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 TOTAL ALL DEPARTMENTS LOAN TO MPD TRANSFERS OUT (DEPT 20) GRAND TOTAL $ 252,431 2,816,131 644,578 2,238,494 661,860 2,532,208 3,286,009 1,029,336 15,607,412 10,247,976 1,315,762 3,581,482 1,087,098 2,841,361 48,142,138 9,789,688 $ 57,931,826 $ 126,216 1,408,066 322,289 1,239,247 330,930 1,266,104 1,643,005 514,668 7,923,746 5,168,988 657,881 1,790,741 543,549 1,438,408 24,373,837 4,894,844 $ 29,268,681 $ 154,231 $ 1,221,338 301,007 1,150,310 277,173 1,149,296 1,462,317 533,212 7,510,005 5,207,230 542,085 1,636,195 506,267 1,257,252 22,907,919 1,250,000 3,054,967 $ 27,212,886 $ 28,016 61.10% (186,727) 43.37% (21,282) 46.70% (88,937) 51.39% (53,757) 41.88% (116,808) 45.39% (180,688) 44.50% 18,544 51.80% (413,741) 48.12% 38,242 50.81% (115,796) 41.20% (154,546) 45.68% (37,282) 46.57% (181,156) 44.25% (1,465,918) 47.58% 1,250,000 0.00% (1,839,877) 31.21% (2,055,795) 46.97% 01 - CITY COUNCIL Annual Budget Prorated Budget Actual Spent of Annual Variance 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 164446 12,580 6,481 2,504 19,150 3,870 1,500 6,000 25,000 10,900 252,431 82,223 6,290 3,241 1,252 9,575 1,935 750 3,000 12,500 5,450 126,216 89448 6,776 18,157 1,270 10,561 1,119 11,230 2,355 11,093 2,222 154,231 7,225 486 14,917 18 986 (816) 10,480 (645) (1,407) (3,228) 28,016 (a) An individual filed for past pension credit and the City's share of the contribution to Dept. of Retirement Systems was $14,888. (b) Strategic plan implementation. ** Variance = Actual over (under) prorated budget Fund 000 By Dept 54.39% 53.87% 280.16% (a) 50.73% 55.15% 28.90% 748.67% (b) 39.25% 44.37% 20.38% 61.10% Page 7 of 35 CITY OF TUKWILA General Fund Expenditures - By Department As of June 30 2013 % of year expired 50.00% 03 - MAYOR Annual Budget Prorated Budget Actual Spent % of Annual Variance 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 51 INTERGVRNMTL PROFESSIONAL SVCS MAYOR 1,131,716 10,500 573 81,188 92,560 3,991 174,880 43,024 4,935 943,970 72,600 16,300 14,750 29,148 17,750 150,746 27,500 2,816,131 565,858 5,250 287 40,594 46,280 1,996 87,440 21,512 2,468 471,985 36,300 8,150 7,375 14,574 8,875 75,373 13,750 1,408,066 526,324 1,385 34 39,961 37,570 1,774 81,348 12,288 671 331,868 17,043 6,510 3,438 11,170 2,702 120,967 26,284 1,221,338 (39,534) (3,865) (252) (633) (8,710) (221) (6,092) (9,224) (1,797) (140,117) (19,257) (1,640) (3,937) (3,404) (6,173) 45,594 12,534 (186,727) 46.51% 13.19% 6.02% 49.22% 40.59% 44.46% 46.52% 28.56% 13.60% 35.16% 23.47% 39.94% 23.31% 38.32% 15.22% 80.25% (a) 95.58% (b) 43.37% 04 - HUMAN RESOURCES Annual Budget Prorated Budget Actual Spent % of Annual Variance Budget Spent 11 SALARIES 12 EXTRA LABOR 21 FICA 23 PERS 24 INDUSTRIAL INSURANCE 25 MEDICAL,DENTAL,LIFE,OPTICAL 31 OFFICE & OPERATING SUPPLIES 41 PROFESSIONAL SERVICES 42 COMMUNICATION 43 TRAVEL 44 ADVERTISING 45 OPERATING RENTALS & LEASES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS HUMAN RESOURCES 380,552 26,966 31,222 1,252 56,956 4,842 115,625 (a) Clean Air Assessment was paid quarterly in 2012. earlier in the year than expected. (b) 2012 voter registration costs. ** Variance = Actual over (under) prorated budget 1,500 7,000 3,108 5,105 10,450 644,578 190,276 13,483 15,611 626 28,478 2,421 57,813 750 3,500 1,554 2,553 5,225 322,289 190,227 498 13,975 13,608 595 29,041 2,892 40,219 9 429 1,275 1,847 2,532 3,859 301,007 (49) 498 492 (2,003) (31) 563 471 (17,594) 9 (321) (2,225) 293 (20) (1,367) (21,282) 49.99% 0.00% 51.83% 43.59% 47.53% 50.99% 59.73% 34.78% 0.00% 28.63% 18.21% 59.44% 49.61% 36.92% 46.70% In 2013, the amount for the entire year was paid in January and other membership fees paid Fund 000 By Dept Page 8 of 35 CITY OF TUKWILA General Fund Expenditures - By Department As of June 30 2013 % of year expired 50.00% 05 - FINANCE Prorated Annual Budget Budget % of Annual Actual Spent Variance Budget Spent 11 SALARIES 988,041 494,021 12 EXTRA LABOR 10,000 5,000 13 OVERTIME 10,000 5,000 21 FICA 73,927 36,964 23 PERS 81,036 40,518 24 INDUSTRIAL INSURANCE 3,756 1,878 25 MEDICAL,DENTAL,LIFE,OPTICAL 198,970 99,485 26 UNEMPLOYMENT COMPENSATION 30,000 15,000 31 OFFICE & OPERATING SUPPLIES 19,296 9,648 41 PROFESSIONAL SERVICES 175,000 87,500 42 COMMUNICATION 1,000 500 43 TRAVEL 5,000 2,500 45 OPERATING RENTALS & LEASES 2,700 1,350 46 INSURANCE 240,000 240,000 48 REPAIRS & MAINTENANCE 2,500 1,250 49 MISCELLANEOUS 397,268 198,634 49 -00 Miscellaneous 21,900 10,950 49 -03 Claims and judgments 370,000 185,000 49 -08 Credit card fees 5,368 2,684 53 EXT TAXES & OPERATING ASSMNTS - - FINANCE 2,238,494 1,239,247 484,844 1,826 36,788 35,023 1,756 91,646 30,794 4,725 5,782 94 443 218,402 55,260 182,925 6,745 173,394 2,786 1 1,150,310 = (9,177) (5,000) (3,174) (175) (5,495) (122) (7,839) 15,794 (4,923) (81,718) (406) (2,057) (1,350) (21,598) 54,010 49.07% 0.00% 18.26% 49.76% 43.22% 46.74% 46.06% 102.65% (a) 24.49% 3.30% 9.41% 8.87% 0.00% 91.00% (b) 2210.39% (c) (15,709) 46.05% (4,205) 30.80% (11,606) 102 1 (88,937) 46.86% (d 51.90% _ 0.00% 51.39% 06 - CITY ATTORNEY Prorated Annual Budget Budget Actual Spent % of Annual Variance 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 3,100 652,260 2,000 340,200 105,060 205,000 2,000 2,100 1,400 1,000 661,860 1,550 326,130 1,000 170,100 52,530 102,500 1,000 1,050 700 500 330,930 216 17 17 1,477 275,071 11,792 106,415 32,621 124,243 375 277,173 216 17 17 (73) (51,059) 10,792 (63,685) (19,909) 21,743 (1,000) (1,050) (700) (125) (53,757) (a) Unemployment payment is for the 2011 correction for the employees reinstated after work force reduction. (b) Annual insurance premium is paid in first quarter. (c) Annual maintenance for Eden was budgeted in the Professional Services category but charged to Repairs & Maintenance. (d) Provides detail on miscellaneous expenditures. (e) Provides detail on Professional Services. ** Variance = Actual over (under) prorated budget Fund 000 By Dept 0.00% 0.00% 0.00% 47.66% 42.17% 589.59% 31.28% 31.05% (e 60.61% 0.00% - 0.00% 0.00% 37.50% Page 9 of 35 CITY OF TUKWILA General Fund Expenditures - By Department As of June 30 2013 % of year expired 50.00% 07 - RECREATION Annual Budget Prorated Budget Actual Spent % of Annual Variance 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 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 -01 Printing and binding 49 -04 Trip admissions Seniors 49 -05 Trip admissions Youth 49 -08 Special Accommodations other 64 MACHINERY & EQUIPMENT RECREATION 1,231,238 295,851 1,100 113,764 100,995 28,375 241,908 82,428 14,428 184,037 14,380 8,450 28,500 37,406 32,350 90,998 35,000 7,250 8,900 2,000 37,848 26,000 2,532,208 615,619 147,926 550 56,882 50,498 14,188 120,954 41,214 7,214 92,019 7,190 4,225 14,250 18,703 16,175 45,499 17,500 3,625 4,450 1,000 18,924 13,000 1,266,104 628,276 115,900 56,152 49,154 16,747 124,166 131 37,009 22,467 29,897 2,848 3,415 10,393 11,081 12,336 29,323 10,460 2,820 515 15,528 1,149,296 12,657 (32,025) (550) (730) (1,343) 2,559 3,212 131 (4,205) 15,253 (62,122) (4,342) (810) (3,857) (7,622) (3,839) 51.03% (a) 39.18% 0.00% 49.36% 48.67% 59.02% 51.33% 0.00% 44.90% 155.72% 16.24% 19.80% 40.42% 36.47% 29.62% 0.00% 38.13% (16,176) 32.22% (7,040) (805) (3,935) (1,000) (3,396) (13,000) (116,808) 29.89% 38.90% 5.79% (b 0.00% 41.03% 0.00% 45.39% 08 - COMMUNITY DEVELOPMENT Annual Budget Prorated Budget Actual Spent of Annual Variance 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 RECYCLING - KC WRR 45 OPERATING RENTALS & LEASES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 51 INTERGVRNMTL PROFESSIONAL SVCS 53 EXT TAXES & OPERATING ASSMNTS 64 MACHINERY & EQUIPMENT COMMUNITY DEVELOPMENT 1,912,511 94,338 5,951 144,253 158,943 15,785 289,989 975 31,350 1,300 233,835 2,925 8,600 3,500 20,804 44,550 101,400 15,000 200,000 956,256 47,169 2,976 72,127 79,472 7,893 144,995 488 15,675 650 116,918 1,463 4,300 1,750 10,402 22,275 50,700 7,500 100,000 964,324 44,458 4,544 76,470 72,773 7,746 149,885 18,988 55,779 2,344 2,816 9,940 10,888 34,375 6,986 1 3,286,009 1,643,005 1,462,317 (a) An employee was reclassified and pool employees worked at TCC during pool construction. (b) Provides detail on miscellaneous expenditures. (c) Comp plan mailing. ** Variance = Actual over (under) prorated budget Fund 000 By Dept 8,068 (2,711) 1,569 4,343 (6,699) (146) 4,891 (488) 3,313 (650) (61,139) 882 (1,484) (1,750) (462) (11,387) (16,325) (514) 1 (100,000) (180,688) 50.42% 47.13% 76.36% 53.01% 45.79% 49.07% 51.69% 0.00% 60.57% 0.00% 23.85% 80.14% (c) 32.75% 0.00% 47.78% 24.44% 33.90% 46.57% 0.00% 0.00% 44.50% Page 10 of 35 CITY OF TUKWILA General Fund Expenditures - By Department As of June 30 2013 % of year expired 50.00% 09 - MUNICIPAL COURT Annual Budget Prorated Budget Actual Spent % of Annual Variance 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 & MINOR EQUIPMENT 41 PROFESSIONAL SERVICES 49 -00 Professional Services 49 -01 Pro Tern Judge 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 642,940 2,500 5,016 48,425 54,056 2,817 116,431 11,708 105,300 800 11,000 53,000 40,500 7,300 9,215 3,058 1,300 19,270 321,470 1,250 2,508 24,213 27,028 1,409 58,216 5,854 52,650 400 5,500 26,500 20,250 3,650 4,608 1,529 650 9,635 1,029,336 514,668 335,644 1,158 299 25,241 24,957 1,439 64,085 9,187 6,703 43,031 2,108 3,600 21,887 15,437 2,537 2,850 20 647 9,692 5,721 533,212 14,174 (92) (2,209) 1,029 (2,071) 30 5,870 3,333 6,703 52.20% (a) 46.31% 5.96% 52.12% 46.17% 51.07% 55.04% 78.47% (b) 0.00% (9,619) 40.87% 1,708 263.47% (1,900) 32.73% (4,613) (4,813) (1,113) (1,757) (1,509) (3) 57 5,721 18,544 41.30% (c 38.12% 34.76% - 30.93% 0.65% 49.79% 50.30% 0.00% 51.80% 10 - POLICE Annual Budget Prorated Budget Actual Spent % of Annual Variance Budget Spent 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 21 FICA 22 LEOFF 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 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 64 MACHINERY & EQUIPMENT POLICE 7,720,506 1,000 908,263 581,135 339,406 93,011 135,522 1,394,472 225,950 600 77,875 89,471 24,500 800 1,026,948 240,080 185,948 475,661 2,004,264 82,000 15,607,412 3,860,253 500 454,132 290,568 169,703 46,506 67,761 697,236 112,975 300 38,938 44,736 12,250 400 513,474 240,080 92,974 237,831 1,002,132 41,000 3,750,724 7,923,746 512,498 324,236 202,046 39,199 74,641 655,768 86,283 51 29,744 34,102 9,710 513,427 236,250 1,089 73,976 22,138 935,330 3 8,789 7,510,005 (109,529) (500) 58,367 33,669 32,343 (7,307) 6,880 (41,468) (26,692) (249) (9,193) (10,633) (2,540) (400) (47) (3,830) 1,089 (18,998) (215,693) (66,802) 3 (32,212) (413,741) 48.58% 0.00% 56.43% (d) 55.79% 59.53% 42.14% 55.08% 47.03% 38.19% 8.57% 38.20% 38.12% 39.63% 0.00% 50.00% 98.40% (e) 0.00% 39.78% 4.65% 46.67% 0.00% 10.72% 48.12% (a) Employee's paygrade was changed. (b) Court received $4,661 to purchase computers. (c) Provides detail on Professional Services. (d) Overtime is higher than expected due to front loading training in 1st quarter so crews are available in anticipation of summer vacations and the holiday season. (e) Annual insurance premium is paid in first quarter. ** Variance = Actual over (under) prorated budget Fund 000 By Dept Page 11 of 35 CITY OF TUKWILA General Fund Expenditures - By Department As of June 30 2013 % of year expired 50.00% 11 - FIRE A_ Annual Budget Prorated Budget Actual Spent of Annual Variance Budget Spent 00 HYDRANT RENTALS 11 SALARIES 12 EXTRA LABOR 13 OVERTIME 15 HOLIDAY PAY 21 FICA 22 LEOFF 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 46 INSURANCE 47 PUBLIC UTILITY SERVICES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 51 INTERGVRNMTL PROFESSIONAL SVCS 64 MACHINERY & EQUIPMENT FIRE 106,000 6,322,837 470,858 194,452 89,685 275,071 28,040 170,058 1,100,605 1,500 218,277 43,845 54,000 32,170 17,000 451,686 90,000 73,360 152,304 117,874 129,354 109,000 10,247,976 53,000 3,161,419 235,429 97,226 44,843 137,536 14,020 85,029 550,303 750 109,139 21,923 27,000 16,085 8,500 225,843 90,000 36,680 76,152 58,937 64,677 54,500 5,168,988 51,840 3,236,796 564 422,980 806 53,991 173,939 12,070 85,594 541,869 107,091 670 8,239 10,621 2,499 225,815 94,500 34,468 35,167 43,035 64,677 (1,160) 75,377 564 187,551 (96,420) 9,149 36,403 (1,950) 565 (8,434) (750) (2,048) (21,253) (18,761) (5,464) (6,001) (28) 4,500 (2,212) (40,985) (15,902) (54,500) 48.91% 51.19% 0.00% 89.83% (a) 0.41% 60.20% (a) 63.23% (a) 43.04% 50.33% 49.23% 0.00% 49.06% 1.53% 15.26% 33.02% 14.70% 49.99% 105.00% (b) 46.98% 23.09% 36.51% 50.00% 0.00% 50.81% 5,207,230 38,242 12 - INFORMATION TECHNOLOGY Annual Budget Prorated Budget Actual Spent of Annual Variance 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 & 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 612,869 2,500 44,761 50,268 2,504 131,878 5,766 122,000 1,000 128,700 1,500 6,016 56,500 117,500 27,000 88,000 2,500 32,000 1,315,762 306,435 1,250 22,381 25,134 1,252 65,939 2,883 61,000 500 64,350 750 3,008 28,250 58,750 13,500 44,000 1,250 16,000 657,881 303,927 9,600 920 23,877 21,700 1,178 65,577 1,350 35,862 1,586 56,428 136 3,028 1,136 15,780 13,835 1,571 375 542,085 (2,508) 8,350 920 1,497 (3,434) (74) (362) (1,533) (25,138) 1,086 (7,922) (614) 20 (27,114) (42,970) 335 (42,430) (8751 (16,000) (115,796) (a) Overtime is higher than expected due to backfilling positions due to temporary promotions, vacancies, and several staff out on injuries. (b) Annual insurance premium is paid in first quarter. (c) Extra labor is due to current vacancy in the IT department. (d) Provides detail on miscellaneous expenditures. ** Variance = Actual over (under) prorated budget Fund 000 By Dept 49.59% 384.00% (c) 0.00% 53.34% 43.17% 47.04% 49.73% 23.41% 29.39% 158.60% 43.84% 9.08% 50.33% 2.01% 13.43% 51.24% 1.78°% (d) 15.00' 0.00% 41.20% Page 12 of 35 CITY OF TUKWILA General Fund Expenditures - By Department As of June 30 2013 % of year expired 50.00% 13 - PUBLIC WORKS Annual Budget Prorated Budget Actual Spent of Annual Variance 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 64 MACHINERY & EQUIPMENT PUBLIC WORKS 1,952,152 2,000 4,556 142,157 160,100 26,176 345,324 3,800 99,550 33,750 31,400 7,750 800 172,300 379,449 203,183 17,035 10,035 2,000 5,000 3,581,482 976,076 1,000 2,278 71,079 80,050 13,088 172,662 1,900 49,775 16,875 15,700 3,875 400 86,150 189,725 101,592 8,518 5,018 1,000 2,500 1,790,741 904,077 300 6,678 68,143 65,239 11,493 154,868 189 41,866 29,857 4,056 609 520 77,764 152,107 116,613 3,315 2,221 369 725 (1,500) 1,636,195 (71,999) (700) 4,400 (2,936) (14,811) (1,595) (17,794) (1,711) (7,909) 12,982 (11,644) (3,266) 120 (8,386) (37,617) 15,021 (5,203) (2,797) (631) (1,775) (1,500) (154,546) 46.31% 15.00% 146.57% (a) 47.93% 40.75% 43.91% 44.85% 4.98% 42.06% 88.47% (b) 12.92% 7.86% 65.04% 45.13% 40.09% 57.39% 19.46% 22.13% 18.43% (c 14.50% 0.00% 45.68% 15 - PARK MAINTENANCE Annual Budget Prorated Budget Actual Spent of Annual Variance Budget Spent 11 SALARIES 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 43 TRAVEL 45 OPERATING RENTALS & LEASES 47 PUBLIC UTILITY SERVICES 48 REPAIRS & MAINTENANCE 49 MISCELLANEOUS 63 OTHER IMPROVEMENTS PARK MAINTENANCE 1 517,680 2,295 38,847 42,450 15,074 78,133 1,425 36,968 1,500 25,000 108,726 173,000 37,000 4,000 5,000 1,087,098 258,840 1,148 19,424 21,225 7,537 39,067 713 18,484 750 12,500 54,363 86,500 18,500 2,000 2,500 543,549 260,481 552 19,564 18,683 7,233 37,614 801 18,690 11,652 64 53,165 68,002 7,945 1,822 506,267 1,641 (596) 140 (2,542) (304) (1,452) 89 206 (750) (848) 64 (1,198) (18,498) (10,555) (178) (2,500) (37,282) 50.32% 24.05% 50.36% 44.01% 47.99% 48.14% 56.21% 50.56% 0.00% 46.61% 0.00% 48.90% 39.31% 21.47% 45.54% 0.00% 46.57% (a) Overtime is required for private development permits for utility work. The work is usually done at night and costs are reimbursed by developer or utility company. (b) Purchased telecom equipment. (c) Provides detail on miscellaneous expenditures. ** Variance = Actual over (under) prorated budget Fund 000 By Dept Page 13 of 35 CITY OF TUKWILA General Fund Expenditures - By Department As of June 30 2013 % of year expired 50.00% 16 - STREET MAINTENANCE & OPERATION Annual Budget Prorated Budget Actual Spent % of Annual Variance 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 53 EXT TAXES & OPERATING ASSMNTS STREET MAINTENANCE & OPERATION 813,107 43,723 11,474 62,459 67,840 24,133 190,012 2,375 333,100 12,431 4,000 4,300 2,700 1,500 368,887 35,455 831,565 27,100 5,200 406,554 21,862 5,737 31,230 33,920 12,067 95,006 1,188 166,550 6,216 2,000 2,150 1,350 750 184,444 35,455 415,783 13,550 2,600 2,841,361 1,438,408 398,683 12,350 1,388 31,086 28,703 12,215 85,502 415 55,914 778 200 541 173 182,772 37,406 398,613 7,608 2,868 36 1,257,252 (7,870) (9,512) (4,349) (144) (5,217) 149 (9,504) (773) (110,636) (5,437) (1,800) (1,609) (1,177) (750) (1,672) 1,951 (17,169) (5,942) 268 36 (181,156) 49.03% 28.25% 12.10% 49.77% 42.31% 50.62% 45.00% 17.46% 16.79% 6.26% 4.99% 12.59% 6.42% 0.00% 49.55% 105.50% (a) 47.94% 28.07% 55.15% 0.00% 44.25% 20 - CONTRIBUTIONS / FUND BALANCE Annual Budget Prorated Budget Actual Spent of Annual Variance Budget Spent 01 TRANSFERS OUT 01 -103 Transfer to Fund 103 Street 01 -104 Transfer to Fund 104 Arterial Street 01 -105 Transfer to Fund 105 Contingency 01 -109 Transfer to Fund 109 Drug Seizure Debt service transfer 01 -303 Transfer to Fund 303 Gen Gov't Improve 01 -411 Transfer to Fund 411 Golf Course 52 MPD LOANS CONTRIBUTIONS / FUND BALANCE 100,000 4,550,000 1,500,000 75,000 2,664,688 500,000 400,000 50,000 2,275,000 750,000 37,500 1,332,344 250,000 200,000 2,300,000 9,789,688 4,894,844 (a) Annual insurance premium is paid in first quarter. (b) Provides detail on transfers out. ** Variance = Actual over (under) prorated budget Fund 000 By Dept 554,967 200,000 1,250,000 4,304,967 (50,000) 25,000 (750,000) (37,500) (777,377) (250,000) 1,250,000 (589,877) 0.00% 0.00% 50.55% 0.00% 0.00% 20.83% 0.00% 50''% 0.00% 43.97% Page 14 of 35 City of Tukwila Hotel /Motel Tax Fund 101 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Annual Budget Budget Actual Year -To -Date r Variance ** of Annual Budget Revenue General Revenue Hotel /Motel Taxes Total General Revenue Intergovernmental Revenue Miscellaneous Revenue Investment Earnings Other Misc Revenue Total Miscellaneous Revenue $ 538,000 $ 538,000 973,000 1,766 12,000 13,766 269,000 $ 217,656 269,000 217,656 486,500 448,344 883 6,000 6,883 493 9,031 9,524 $ (51,344) (51,344) (38,156) (390) 3,031 2,641 Total Revenue 1,524,766 675,524 Expenditures 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 44 Advertising 45 Operating Rentals & Leases 47 Public Utility Services 48 Repairs & Maintenance 49 Miscellaneous 64 Capital Outlay Total Hotel /Motel Tax Fund Indirect cost allocation Total Expenditures Change in Fund Balance Beginning Fund Balance 293,878 30,000 4,110 22,243 24,100 1,252 38,867 20,000 186,000 75,000 23,000 732,000 51,741 1,500 1,000 35,400 10,000 1,550,091 96,191 146,939 15,000 2,055 11,122 12,050 626 19,434 10,000 93,000 37,500 11,500 366,000 25,871 750 500 17,700 5,000 775,046 48,096 152,499 10,737 2,648 12,690 11,629 751 19,664 3,495 52,113 35,530 8,961 254,645 22,447 450 29,969 618,228 48,096 1,646,282 666,324 (86,859) 40.46% (a) 40.46% 46.08% 27.93% 75.26% 69.18% 5,560 51.89% (4,263) 35.79% 593 64.44% 1,568 57.05% (421) 48.25% 125 60.01% 230 50.59% (6,505) 17.47% (40,887) 28.02% (1,970) 47.37% (2,539) 38.96% (111,355) 34.79% (3,424) 43.38% (300) 29.99% (500) 0.00% 12,269 84.66% (b) (5,000) 0.00% (156,817) 39.88% 50.00% (156,817) 40.47% (121516) (60,758) 9201 69,959 - 7.57% 650,000 650,000 710,707 60,707 109.34% Ending Fund Balance $ 528,484 $ Cash and investments 589,242 $ - 719,908 $ 130,666 $ 659,996 (a) Taxes based on occupancy. Revenue should increase during summer months when occupancy rates are higher. (b) $9K of the miscellaneous expenditure line item is for membership dues in various organizations. Variance = Actual over (under) prorated budget Fund 101 Page 15 of 35 City of Tukwila Street Fund 103 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Actual % of Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Intergovernmental Revenue $ 738,000 $ 369,000 $ 126,373 $ (242,627) 17.12% Miscellaneous Revenue Investment Earnings 1,000 500 965 465 96.50% Total Miscellaneous Revenue 1,000 500 965 465 96.50% Transfers In 100,000 50,000 (50,000) 0.00% Total Revenue 839,000 419,500 127,338 (292,162) 15.18% Expenditures 11 Salaries 4,518 4,518 0.00% 21 FICA 338 338 0.00% 23 PERS - - 326 326 0.00% 24 Industrial Insurance - 36 36 0.00% 25 Medical, Dental, Life, Optical - - 186 186 0.00% 41 Professional Services 699,000 349,500 76,597 (272,903) 10.96% (a) 64 Capital Outlay 328,000 164,000 - (164,000) 0.00% (a) Total Streets Fund 1,027,000 513,500 82,000 (431,500) 7.98% Total Expenditures 1,027,000 513,500 82,000 (431,500) 7.98% Change in Fund Balance (188,000) (94,000) 45,338 139,338 - 24.12% Beginning Fund Balance 700,000 700,000 1,046,771 346,771 149.54% Ending Fund Balance $ 512,000 $ 606,000 $ 1,092,109 $ 486,109 213.30% Cash and investments $ 1,051,963 (a) 42nd Ave S Phase III, Cascade View Safe Routes to School, and Thorndyke Safe Routes to School projects are all in design phase. " Variance = Actual over (under) prorated budget Fund 103 Page 16 of 35 City of Tukwila Arterial Street Fund 104 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Annual Budget Budget Actual Year -To -Date Variance " % of Annual Budget Revenue General Revenue Parking Taxes Real Estate Excise Taxes Total General Revenue Charges for Services Contributions /Impact Fees Total Charges for Services $ 151,000 130,000 281,000 Intergovernmental Revenue 9,408,000 Miscellaneous Revenue Investment Earnings 3,820 Contributions /Donations 272,000 Total Miscellaneous Revenue 275,820 Transfer In 4,550,000 Debt Proceeds 9,180,000 Total Revenue 23,694,820 11,847,410 Expenditures 11 Salaries 214,104 107,052 21 FICA 15,951 7,976 23 PERS 17,556 8,778 24 Industrial Insurance 626 313 25 Medical, Dental, Life, Optical 26,188 13,094 31 Office & Operating Supplies - 41 Professional Services 4,701,000 2,350,500 43 Travel - 44 Advertising 45 Operating Rentals & Leases 47 Public Utility Services 49 Miscellaneous 64 Capital Outlay 10,108,000 5,054,000 Total Arterial Streets 104 15,083,425 7,541,713 Transfers Out 8,500,000 4,250,000 Total Expenditures 23,583,425 11,791,713 Change in Fund Balance 111,395 55,698 Beginning Fund Balance 200,000 200,000 Ending Fund Balance $ 311,395 $ 255,698 $ 75,500 65,000 140,500 $ 68,066 76,217 144,283 28,996 28,996 4,704,000 182,550 1,910 136,000 137,910 1,924 200,236 202,160 2,275,000 2,300,000 4,590,000 Cash and investments $ (7,434) 11,217 3,783 2,857,989 28,996 28,996 (4,521,450) 14 64,236 64,250 25,000 (4,590,000) 1 (8,989,421) 181,095 74,043 13,601 5,626 13,054 4,276 1,330 1,017 27,527 14,433 370 370 647,649 (1,702,851) 120 120 150 150 856 856 787 787 500 500 1,570,836 (3,483,164) 2,457,875 (5,083,837) (4,250,000) 2,457,875 (9,333,837) 400,114 344,417 483.330 283,330 $ 883,444 $ 627,747 $ 910,723 45.08% 58.63% 51.35% 0.00% 0.00% 1.94% (a) 50.35% 73.62% 73.29% 50.55% 0.00% (b) 84.58% (c) 85.27% 74.36% 212.38% (d) 105.11% 0.00% 13.78% (e) 0.00% 0.00% 0.00% 0.00% 0.00% 15.54% (e) 16.30% 0.00% (b) 10.42% 359.18% 241.67% 283.71% (a) Grant revenue is tied to construction projects including Boeing Access Bridge and Tukwila Urban Center - Transit Center. (b) Bond proceeds are for the Tukwila Urban Center Access Project Local Improvement District No. 33. It is anticipated that bonds will be sold in the 4th quarter of 2013. Once LID proceeds are received, most of the proceeds will be transferred into the general fund. (c) Salary and benefit costs are related to the Southcenter Parkway project. Project is in the process of close -out. (d) Budget of $626 is for two administrative personnel. However, personnel working on projects are field personnel that were budgeted in other funds but charged to fund 104 for specific project work. Their industrial insurance rate is substantially higher than administrative personnel. (e) Boeing Access Rd over BNRR Bridge Rehab, Tukwila Urban Center - Ped /Bike Bridge, Overlay & Repair - E Marginal Way S, TUC - Transit Center, and Andover Pk W (Tukwila Pkwy - Strander Blvd), which are the major projects in this fund are all in design phase. ** Variance = Actual over (under) prorated budget Fund 104 Page 17 of 35 City of Tukwila Fund 104 Arterial Streets As of June 30, 2013 PROJECT PROJECT DESCRIPTION 10901301 Howard Hanson Dam Flood Response 90310402 Interurban Ave S � - 1 90510403 TUC Pedestrian /Bicycle Bridge 1,121,000 1 120,447 1 (1,000,553) 90610402 TUC Transit Center 4,735,000 � - (4,735,000) 90810406 Transportation Element Comp Plan - - 91210401 2012 Overlay & Repair I 112,000 I 59,470 I (52,530) 91210405 ADA Improvements - - 91210406 Overlay & Repair E Marginal Wy S I 1,000,000 , - (1,000,000) 91310401 2013 Overlay & Repair - I - 91310402 2013 Bridge Inspections I - 1 91310404 Annual Traffic Signals 2013 98410419 Tukwila Urban Center Access (Klickitat) I I 98410437 Southcenter Pkwy Extension 1 195,836 98610403 Strander Blvd Extension 1 - - 98810404 Andover Park W (Tuk Pk - Strander) 1,320,000 I 99410408 Boeing Access Rd Bridge Rehabilitation 1 1,120,000 1 99510404 Tukwila Int'I Blvd Phase III - � 2,634 Varies Annual Bridge Inspections & Repairs 99110405 Andover Park E /Industry Dr Intersection I 90310405 Andover Park e/Minkler Blvd Intersection 99310410 West Valley Hwy /S 156 St Intersection 99510402 S 144 St Phase II (42nd Ave S -TIB) - I 99510405 S 133 St/SR599 Southbound Intersection I I 90610405 Macadam Rd & S 144th St Intersection - Totals j $ 9,408,000 I $ 378,386 1 $ 9,029,614 PROJECT REVENUE Actual YTD! Over (under) Budget i 6 -30 -13 i Budget $ - . $ - $ - PROJECT EXPENDITURES 1 i BUDGET :$ - : 400,000 1,171,000 6,130,000 1 195,836 (a) . (1,320,000) (1,120,000) 2,634 Other Revenue: Parking Taxes Real Estate Excise Taxes Contributions /Impact Fees Investment Earnings Contributions /Donations Transfers In Debt Proceeds Total Other Revenue Total Revenue Fund 104 Budget Actual YTD $ 151,000 ! $ 68,066 , 1 130,000 I 76,217 1 28,996 ' 3,820 ! 1,924 1 272,000 I 4,400 1(a) 4,550,000 � 2,300,000 � 9,180,000. - I 14, 286, 820 I 2,479,603 I j $ 23.694.820 i $2,857,989 j (a) Developer agreement recorded in Contributions /Donations category in fund 104 statement. 1,450,000 163,000 1,475,000 150,000 1,840,000 1,400,000 ACTUAL YTD 6 -30 -13 Staff Time $ 217 1,427 7,837 26,089 3,462 1,899 180 648 1,941 6,859 18,857 106,009 15,364 11,940 275,000 , - 100,000 I 75,000 ' 75,000 , 68,0001 - 1 20,000 i 17,000 . i$14,809 000 1 $202,731 1 1 Over (under)! Other Total j Budget i $ $ 217 . $ 217 • 402,660 404,087 1 4,087 I 168,592 176,429 : (994,571)1 452,517 478,6061 (5,651,394): 0 3,462 : 3,462 0 1,8991 (1,448,101)1 5,737 5,917 : (157,083)' 77,149 77,7971 (1,397,203)1 30,863 32,805 1 32,8051 3,966 10,824 I 10,824 i 0 - (150,000). 57,100 75,957 I 75,957 I 988,731 1,094,740 : 1,094,740 i 787 787 787• 32,717 48,081 ' (1,791,919)! 270 12,210 (1,387,790)1 (275,000)1 (100,000)1 (75,000)' i (75,000), (68,000)1 (20,000)1 (17,000). $2,221,089 $2,423,820 j $(12,385,180)1 Page 18 of 35 City of Tukwila Contingency Fund 105 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Actual % of Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Miscellaneous Revenue Investment Earnings $ 1,816 $ 908 $ 1,403 $ 495 77.25% Total Miscellaneous Revenue 1,816 908 1,403 495 77.25% Transfers In 1,500,000 750,000 - (750,000) 0.00% (a) Total Revenue 1,501,816 750,908 1,403 (749,505) 0.09% Change in Fund Balance 1,501,816 750,908 1,403 (749,505) 0.09% Beginning Fund Balance 1,500,000 1,500,000 1,460,454 (39,546) 97.36% Ending Fund Balance $ 3,001,816 $ 2,250,908 $ 1,461,857 $ (789,051) 48.70% Cash and investments $ 1,461,857 (a) Transfer from general fund to contingency should occur upon receipt of LID bond proceeds. ** Variance = Actual over (under) prorated budget Fund 105 Page 19 of 35 City of Tukwila Fire Equipment Cum. Reserve 107 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Actual % of Annual Annual Budget Budget Year -To -Date Variance** Budget Revenue Miscellaneous Revenue Investment Earnings Total Miscellaneous Revenue $ $ 924 $ 924 0.00% 924 924 0.00% Total Revenue 924 924 0.00% Expenditures Total Indirect cost allocation Total Expenditures 0.00% 1,030,000 515,000 - (515,000) 0.00% 1,030,000 515,000 (515,000) 0.00% Change in Fund Balance Beginning Fund Balance (1,030,000) 1,030,000 (515,000) 1,030,000 924 892,072 515,924 (137,928) -0.09% 86.61% Ending Fund Balance $ $ 515,000 $ 892,996 $ 377,996 0.00% Cash and investments ** Variance = Actual over (under) prorated budget Fund 107 $ 945,694 Page 20 of 35 City of Tukwila Drug Seizure Fund 109 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Actual % of Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Miscellaneous Revenue Investment Earnings $ 1,000 $ 500 $ - $ (500) 0.00% Seizure Revenue 20,000 10,000 (9,101) (19,101) - 45.50% (a) Total Miscellaneous Revenue 21,000 10,500 (9,101) (19,601) - 43.34% Transfers In 75,000 37,500 (37,500) 0.00% Total Revenue 96,000 48,000 (9,101) (57,101) -9.48% Expenditures 31 Office & Operating Supplies 3,000 1,500 (1,500) 0.00% 35 Small Tools & Minor Equipment - - 1,541 1,541 0.00% 41 Professional Services 10,000 5,000 - (5,000) 0.00% 43 Travel - - 1,470 1,470 0.00% 45 Operating Rentals & Leases 10,000 5,000 - (5,000) 0.00% 49 Miscellaneous 2,000 1,000 1,700 700 85.00% 51 Intergovernmental Prof Svcs 30,000 15,000 - (15,000) Total Drug Seizure Fund 55,000 27,500 4,712 (22,788) 8.57% Total Expenditures 55,000 27,500 4,712 (22,788) 8.57% Change in Fund Balance 41,000 20,500 (13,812) (34,312) - 33.69% Beginning Fund Balance 280,000 280,000 160,125 (119,875) 57.19% Ending Fund Balance $ 321,000 $ 300,500 $ 146,313 $ (154,187) 45.58% Cash and investments $ 146,312 (a) Remittance of 2012 annual drug forfeiture paid to the State of Washington. 10% of what is collected is remitted to the State. ** Variance = Actual over (under) prorated budget Fund 109 Page 21 of 35 City of Tukwila Debt Service Funds 2XX - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Annual Budget Prorated Budget Actual Year -To -Date Variance ** % of Annual Budget Revenue Intergovernmental Revenue Miscellaneous Revenue Investment Earnings Note Proceeds Other Misc Revenue Total Miscellaneous Revenue Transfers In Total Revenue Expenditures 80 Debt Service Principal 81 Debt Service Interest /Misc Fees Total Debt Service Funds Transfers Among Debt Service Funds Total Expenditures Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments $ 66,657 259,000 600,000 859,000 2,664,688 3,590,345 5,526,000 1,364,031 6,890,031 6,890,031 (3,299,686) 3,308,000 $ 33,329 129,500 300,000 429,500 1,332,344 1,795,173 $ 30,429 $ (2,899) 20,150 (238,850) 50,732 50,732 (600,000) 70,882 (358,618) 634,052 (698,292) 735,362 (1,059,810) 2,763,000 50,732 (2,712,268) 682,016 547,586 (134,429) 3,445,016 598,318 (2,846,698) 995 995 3,445,016 599,313 (2,845,702) (1,649,843) 136,049 1,785,892 3,308,000 3,012,381 (295,619) 45.65% (a) 7.78% 0.00% (b) 0.00% 8.25% 23.79% 20.48% 0.92% (c) 40.14% 8.68% 0.00% 8.70% -4.12% 91.06% 37869.02% $ 8,314 $ 1,658,157 $ 3,148,430 $ 1,490,273 $ 3,148,430 (a) Tax credit for 2010 BABs bonds. Bonds were issued for the Southcenter Parkway in the Tukwila South Annexation area and for the cost of emergency preparedness capital and other equipment. Sequestration reduced the tax credit by 8.7% or $2,900. (b) Note proceeds are from the MPD for payment of the 2013 LTGO bonds. (c) Principal due for most bonds is in December of each year. Includes payoff of LTGO 2003 bonds of $3,240,000. ** Variance = Actual over (under) prorated budget Fund 2XX Page 22 of 35 City of Tukwila Land Acquisition, Rec and Park Development Fund 301 - Revenue and Expenditures As of June 30 2013 of year expired 50.00% 2013 Prorated Actual Annual Budget Budget Year -To -Date Variance ** % of Annual Budget Revenue General Revenue Excess Prop Tax Levy -Dwmsh Hill $ 34,000 $ 17,000 $ 29,313 $ 12,313 86.22% Real Estate Excise Taxes 130,000 65,000 76,335 11,335 58.72% Total General Revenue 164,000 82,000 105,648 23,648 64.42% Charges for Services Park Impact Fees 60,000 30,000 49,906 19,906 83.18% Total Charges for Services 60,000 30,000 49,906 19,906 83.18% Intergovernmental Revenue 915,000 457,500 - (457,500) 0.00% (a) Miscellaneous Revenue Investment Earnings 10,000 5,000 1,119 (3,881) 11.19% Rents and Concessions - - 2,743 2,743 0.00% Total Miscellaneous Revenue 10,000 5,000 3,862 (1,138) 38.62% Total Revenue 1,149,000 574,500 159,416 (415,084) 13.87% Expenditures 11 Salaries - - 7,452 7,452 0.00% 21 FICA - - 560 560 0.00% 23 PERS - 537 537 0.00% 24 Industrial Insurance - - 20 20 0.00% 25 Medical, Dental, Life, Optical - - 1,033 1,033 0.00% 41 Professional Services 952,000 476,000 109,945 (366,055) 11.55% (b) 43 Travel 12 12 0.00% 64 Capital Outlay 170,000 85,000 30,429 (54,571) 17.90% (b) Total Park Acquisition Fund 1,122,000 561,000 149,988 (411,012) 13.37% Total Expenditures 1,122,000 561,000 149,988 (411,012) 13.37% Change in Fund Balance 27,000 13,500 9,428 (4,072) 34.92% Beginning Fund Balance 500,000 500,000 1,090,187 590,187 218.04% Ending Fund Balance $ 527,000 $ 513,500 $ 1,099,615 $ 586,115 208.66% Cash and investments $ 1,099,701 (a) Grant revenue is tied to projects and invoiced to grantors after project funds are expended. (b) Duwamish Gardens project and Parks, Recreation and Open Space Plan are both in design phase. ** Variance = Actual over (under) prorated budget Fund 301 Page 23 of 35 City of Tukwila Fund 301 Land Acquisition, Rec and Park Development As of June 30, 2013 PROJECT PROJECT DESCRIPTION I - - -- PROJECT REVENUE - - -- I I PROJECT EXPENDITURES Actual YTD ' Over (under) ACTUAL YTD 6 -30 -13 : Over (under) I Budget I 6 -30 -13 I Budget I BUDGET I Staff Time Other Total I Budget I 81330101 Parks, Recreation & Open Space Plan : $ - : $ - : $ - : $ 100,000 : $ 210 $ 16,271 $ 16,481 : $ (83,519): 90030104 WRIA 9 Watershed Planning I I _ 1 _ I 12,000 I - 3,725 3,725 I (8,275)! 90330109 Duwamish Hill Preserve j 624,000 I 79,219 I (544,781) ".1 j 610,000 I 1,012 1,012 j (608,988)1 90630102 Duwamish Gardens 350,000 j - j (350,000) 350,000 j 9,392 88,949 98,341 : (251,659)j 91030101 TCC Spray Park Sewer Connection j - I - 2,883 2,883 j 2,883 99830106 Codiga Park - 1 1 - 30,429 30,429 ; 30,429 90330107 Fort Dent Park I - 1 - 1 - I 27,000 1 - - I (27,000)1 90730101 Black River Trail Connector I I 23,000 I - - ' (23,000)1 , $ 1,122,000 ' $ 9,602 $ 143,268 $152,870 ! $ (969,130); Totals ; $ 974,000 ; $ 79,219 i $ (894,781) Budget Actual YTD Other Revenue: Real Estate Excise Taxes I $ 130,000 I $ Park Impact Fees I 35,000 I Investment Earnings j 10,000 j Rents and Concessions , - Total Other Revenue I 175,000 I Total Revenue Fund 301 I $ 1,149,000 I $ 76,335 I - j(a) 1,119 j 2,743 80,197 I 159,416 I (a) $29,313 revenue from excess property tax levy and $49,906 from park impact fees. Budget for park impact fees is split $25,000 for Duwamish Hill Preserve project while the balance of the park impact fees is not allocated to a specific project at this time. Page 24 of 35 City of Tukwila Facility Replacement Fund 302 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Actual % of Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Miscellaneous Revenue Investment Earnings $ 5,602 $ 2,801 $ 1,930 $ (871) 34.45% Total Miscellaneous Revenue 5,602 2,801 1,930 (871) 34.45% Total Revenue 5,602 2,801 1,930 (871) 34.45% Expenditures 11 Salaries - 600 600 0.00% 21 FICA - - 45 45 0.00% 23 PERS - - 43 43 0.00% 24 Industrial Insurance 10 10 0.00% 25 Medical, Dental, Life, Optical - - 11 11 0.00% 31 Office & Operating Supplies - (11) (11) 0.00% 41 Professional Services 508,000 254,000 13,880 (240,120) 2.73% (a) 44 Advertising - - 636 636 0.00% 47 Public Utility Services 8,500 4,250 4,037 (213) 47.50% 48 Repairs & Maintenance 1,500 750 - (750) 0.00% 49 Miscellaneous - 82 82 0.00% 64 Capital Outlay 72,000 36,000 (36,000) 0.00% (a) Total Expenditures 590,000 295,000 19,334 (275,666) 3.28% Total Expenditures 590,000 295,000 19,334 (275,666) 3.28% Change in Fund Balance (584,398) (292,199) (17,404) 274,795 2.98% Beginning Fund Balance 2,000,000 2,000,000 2,005,520 5,520 100.28% Ending Fund Balance $ 1,415,602 $ 1,707,801 $ 1,988,116 $ 280,315 140.44% Cash and investments $ 2,088,543 (a) City facility needs assessment contract was approved on the June 3, 2013 C.O.W. meeting. ** Variance = Actual over (under) prorated budget Fund 302 Page 25 of 35 City of Tukwila General Government Improvements 303 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Annual Budget Budget Actual Year -To -Date Variance** % of Annual Budget Revenue Intergovernmental Revenue Miscellaneous Revenue Investment Earnings Total Miscellaneous Revenue Transfers In $ 847,000 $ 423,500 842 421 842 421 500,000 250,000 $ 192 427 $ (423,308) 6 427 6 (250,000) Total Revenue 1,347,842 673,921 619 (673,302) Expenditures 11 Salaries 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 48 Repairs & Maintenance 49 Miscellaneous 64 Capital Outlay Total Gen Government Improve Total Expenditures Change in Fund Balance Beginning Fund Balance 100,374 50,187 7,665 3,833 8,234 4,117 313 157 13,351 6,676 20,000 10,000 125,000 62,500 1,180,000 590,000 1,454,937 727,469 1,454,937 727,469 (107,095) (53,548) 200,000 200,000 37,433 1,240 2,944 2,781 234 7,177 9,736 8,024 10,606 42,898 3,068 94,641 220,783 (12,754) 1,240 (888) (1,336) 77 501 9,736 8,024 606 42,898 (59,432) (495,359) (506,686) 220,783 (506,686) (220,164) (166,616) 913,830 713,830 $ 693,666 $ 547,214 0.02% (a) 50.71% 50.71% 0.00% (b) 0.05% 37.29% 0.00% 38.41% 33.78% 74.67% 53.76% 0.00% 0.00% 53.03% 0.00% (c) 2.45% 8.02% (d) 15.17% 15.17% 205.58% 456.92% 746.64% Ending Fund Balance $ 92,905 $ 146,453 Cash and investments $ 635,429 (a) Grant revenue is tied to projects and invoiced to grantors after project funds are expended. (b) Transfers in will be done on an as- needed basis. (c) Repairs & maintenance to fire stations: install security cameras, window replacement, stations budgeted in 2012 but paid for in 2013. (d) Funds spent are continuation of the project to televise Council meetings. Of the total capita Levee repairs & maintenance. ** Variance = Actual over (under) prorated budget Fund 303 and flooring replacement. Costs to fire I budget of $1,180M, $1 M is for Tukwila Page 26 of 35 City of Tukwila Fund 303 General Government Improvements As of June 30, 2013 PROJECT PROJECT DESCRIPTION 10901301 Howard Hanson Dam Flood Response 11030301 2010 MINOR HOME REPAIR Facility Improvements 90730302 City Hall Campus Wayfinding 90730303 George Long Water /Oil Separator 91130303 6300 Bldg Fire Alarm System 91130304 Fire Station 51 Fence & Rolling Gate 91230306 Televising City Council Meetings 91330301 6300 Bldg Interior Wayfinding Signage 91330304 Mayor's Office Remodel - - -- PROJECT REVENUE - - -- ; Actual YTD ; Over (under) Budget I 6 -30 -13 I Budget PROJECT EXPENDITURES ACTUAL YTD 6 -30 -13 ; Over (under) BUDGET I Staff Time Other Total I Budget $ 722,000 j ' $ (722,000) $ 1,000,000 j $ 19,767 $ 53,943 $ 73,710 j $ (926,290)' 125,000 . 192 . (124,808) 1,672 1,672 . 1,672 _ I _ I - 200,000 1 7,643 56,301 63,944 j (136,056)! I - I - I 1,227 1,227 ; I - I - j 615.68 - 6161 2,092 2,092 ' I I I 1,625 1,625 I I _ I I - 4752.22 22,487 27,239 j I - I - I 361.46 - 361 ; i - i I - j 1913.71 28,870 30,7831 (846,808) ; $ 1,200,000 ; $ 27,410 $111,916 $139,327: $ (1,060,673); Totals : $ 847,000 ; $ 192 '$ Other Revenue: • Budget Actual YTD Investment Earnings I $ 842 I $ Transfers In j 500,000 I Total Other Revenue j 500,842 j 427 Total Revenue Fund 303 ' $1,347,842 $ 619 427 1 - I Page 27 of 35 City of Tukwila Fire Impact Fees 304 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Prorated Actual % of Annual Annual Budget Budget Year -To -Date Variance ** Budget Revenue Charges for Services Fire Impact Fees $ 50,000 $ 25,000 $ 54,216 $ 29,216 108.43% Total Charges for Services 50,000 25,000 54,216 29,216 108.43% Investment Earnings 100 50 289 239 288.72% Total Miscellaneous Revenue 100 50 289 239 288.72% Total Revenue 50,100 25,050 54,505 29,455 108.79% Expenditures Total Expenditures 0.00% Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments 50,100 25,050 54,505 29,455 300,000 300,000 348,010 48,010 $ 350,100 $ 325,050 $ 402,515 $ 77,465 " Variance = Actual over (under) prorated budget Fund 304 $ 402,514 108.79% 116.00% 114.97% Page 28 of 35 City of Tukwila Water Fund 401 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% I 2013 Annual Budget Prorated Budget Actual Year -To -Date Variance " of Annual Budget Revenue Charges for Services Water Sales Security Total Charges for Services Miscellaneous Revenue Investment Earnings Connection Fees Other Misc Revenue Total Miscellaneous Revenue Transfers In Hydrant Rental Total Revenue Expenses 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 33 Water Purchased for Resale 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 53 Excise Taxes 54 Interfund utility taxes 64 Capital Outlay 80 Debt Service Principal 81 Debt Service Interest Total Water Fund Indirect cost allocation Total Expenses Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments $ 5,228,000 1,000 5,229,000 6,700 50,000 300 57,000 106,000 5,392,000 $ 2,614.000 500 2,614,500 3,350 25,000 150 28500 53,000 $ 2,520,568 210 2,520,778 10,887 67,710 280 78,877 51,840 $ (93,432.22) (290) (93,722) 48.21% 21.00% 48.21% 7,537 162.49% 42,710 135.42% (a) 130 93.33% 50,377 138.38% (1,160) 48.91% 2,696,000 2,651,495 (44,505) 49.17% 572,435 6,000 5,738 43,634 46,940 14,235 123,273 1,330 92,839 2,195,596 11,000 270,300 2,500 1,500 116,809 21,000 23,000 3,000 35,200 184,000 534,000 1,237,000 460,181 83,852 6,085,362 511,447 286,218 3,000 2,869 21,817 23,470 7,118 61,637 665 46,420 1,097,798 5,500 135,150 1,250 750 58,405 10,500 11,500 1,500 17,600 92,000 267,000 618,500 230,091 41,926 3,042,681 255,724 280,925 2,792 21,591 20,408 6,899 59,000 210 51,567 1,125,372 1,770 43,120 119 55 58,370 21,656 11,665 7,970 15,088 109,491 239,466 21,637 329,977 49,477 2,478,626 255,723 2,734,349 6,596,809 I 3,298,405 (1,204,809) 4,000,000 $ 2,795,191 (602,405) 4,000,000 $ 3,397,596 (82,854) 6,077,949 $ 5,995,095 $ 5.655 077 (5,293) 49.08% (3,000) 0.00% (77) 48.65% (226) 49.48% (3,062) 43.48% (218) 48.47% (2,637) 47.86% (455) 15.79% 5,147 55.54% 27,574 51.26% (b) (3,730) 16.09% (92,030) 15.95% (1,131) 4.77% (695) 3.68% (34) 49.97% 11,156 103.12% (c) 165 50.72% 6,470 265.66% (d) (2,512) 42.86% 17,491 59.51% (27,534) 44.84% (596,863) 1.75% (e) 99,886 71.71% 7,551 59.01% (564,055) 40.73% (0) 50.00% (564;055) • 444411E 519,550 6.88% 2,077,949 151.95% $ 2,597,499 214.48% (a) Connection fees are related to permit activity or sale of property. (b) Water purchased for resale includes 7 months of charges rather than 6 months. (c) Budget for insurance based on 2012 actuals. (d) Annual maintenance for Eden was budgeted in the Miscellaneous category but charged to Repairs & Maintenance. (e) Andover Park W /Strander new water main project is under design. Project is connected to Transit Center project. ** Variance = Actual over (under) prorated budget Fund 401 Page 29 of 35 City of Tukwila Sewer Fund 402 - Revenue and Expenditures As of June 302013 % of year expired 50.00% 2013 Prorated Actual ' % of Annual Annual Budget ' Budget Year -To -Date Variance "' Budget Revenue Charges for Services Sewer Sales $ 5,780,000 $ 2,890,000 $ 3,516,573 $ 626,573 60.84% Total Charges for Services 5,780,000 2,890,000 3,516,573 626,573 60.84% Miscellaneous Revenue Investment Earnings 5,000 2,500 2,112 (388) 42.24% Connection fees 120,000 60,000 202,757 142,757 168.96% (a) Total Miscellaneous Revenue 125,000 62,500 204,869 142,369 163.89% Public Trust Fund Loan Proceeds 750,000 375,000 (375,000) 0.00% Total Revenue 6,655,000 3,327,500 3,721,441 I 393,941 Expenses 11 Salaries 289,014 144,507 184,109 39,602 63.70% 12 Extra Labor 8,000 4,000 631 (3,369) 7.89% 13 Overtime 3,442 1,721 7,612 5,891 221.16% (b) 21 FICA 21,998 10,999 14,584 3,585 66.29% (b) 23 PERS 23,699 11,850 13,821 1,972 58.32% (b) 24 Industrial Insurance 6,189 3,095 3,989 894 64.45% (b) 25 Medical, Dental, Life, Optical 44,420 22,210 35,523 13,313 79.97% (b) 28 Uniform Clothing 570 285 - (285) 0.00% 31 Office & Operating Supplies 22,393 11,197 6,641 (4,555) 29.66% 33 Metro Sewage Treatment 3,749,000 1,874,500 1,559,647 (314,853) 41.60% 35 Small Tools & Minor Equipment 5,500 2,750 142 (2,608) 2.58% 41 Professional Services 241,600 120,800 16,336 (104,464) 6.76% 42 Communication 2,500 1,250 1,006 (244) 40.26% 43 Travel 1,000 500 5,894 5,394 589.43% 44 Advertising 150 75 144 69 95.67% 45 Operating Rentals & Leases 90,261 45,131 53,019 7,889 58.74% 46 Insurance 15,195 7,598 16,734 9,137 110.13% (c) 47 Public Utility Services 27,050 13,525 14,763 1,238 54.58% 48 Repairs & Maintenance 43,000 21,500 55,367 33,867 128.76% (d) 49 Miscellaneous 30,000 15,000 12,814 (2,186) 42.71% 53 Excise Taxes 40,000 20,000 51,221 31,221 128.05% (e) 54 Interfund utility tax 579,000 289,500 351,707 62,207 60.74% 64 Capital Outlay 1,180,000 590,000 48,129 (541,871) 4.08% 80 Debt Service Principal 275,961 137,981 (137,981) 0.00% 81 Debt Service Interest 78,801 39,401 33,899 (5,501) 43.02% Total Sewer Fund 6,778,743 3,389,372 2,487,734 (901,638) 36.70% Indirect cost allocation 385,141 192,571 192.570 (0) 50.00% Total Expenses NM 7,163,884 3,581,942 2,680,304 (901,638) 37.41% Change in Fund Balance (508,884) (254,442) 1,041,137 1,295,579 - 204.59% Beginning Fund Balance 1,100,000 1,100,000 2,199,821 1,099,821 199.98% Ending Fund Balance I $ 591,116 $ 845,558 $ 3,240,958 $ 2,395,400 548.28% Cash and investments $ 2,316,037 (a) Connection charges are directly tied to permit activity. (b) Emergency sewer repair work on Andover Park West. Employees from other departments were charged here for the emergency repair. (c) Budget for insurance based on 2012 actuals. (d) APW /APE sewer repair in March for $29,884. Additionally, annual maintenance for Eden is budgeted in the Miscellaneous category but charged to Repairs & Maintenance. (e) Budget has been $40,000 since 2005 but as revenue increases, so does the excise tax. Need to revise budget to reflect current taxes owed. " Variance = Actual over (under) prorated budget Fund 402 Page 30 of 35 City of Tukwila Foster Golf Course 411- Revenue and Expenditures As of June 30 2013 of year expired 50.00% 2013 Annual Budget Prorated Budget Actual Year -To -Date Variance ** of Annual Budget Revenue General Revenue 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 Other Misc Revenue Total Miscellaneous Revenue Transfers In Total Revenue $ 2,617 2,617 134,000 977,850 1,111,850 1,130 276,000 277,130 400,000 1,791,597 $ 1,309 $ 1,515 $ 207 57.90% 1,309 1,515 207 57.90% 67,000 488,925 555,925 565 138,000 138,565 200,000 70,099 3,099 52.31% 467,488 (21,437) 47.81% 537,587 (18,338) 48.35% 272 (293) 24.10% 124,930 (13,070) 45.26% 19 19 0.00% 125,221 (13,344) 45.19% 200,000 - 50.00% 895,799 I 864,324 (31,475) Expenses 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 46 Insurance 47 Public Utility Services 48 Repairs & Maintenance 49 Miscellaneous 53 Excise Taxes 54 Interfund admissions tax 64 Capital Outlay Total Foster Golf Course Fund Indirect cost allocation Total Expenses Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments 654,633 89,000 2,000 49,577 53,692 14,499 140,818 6,000 1,164 88,750 80,000 2,500 9,600 5,150 750 4,000 82,445 15,195 44,293 19,400 40,950 6,400 54,000 50,000 1,514,816 192,801 1,707,617 83,980 200,000 $ 283,980 (a) Budget for insurance based on 2012 actuals. 327,317 44,500 1,000 24,789 26,846 7,250 70,409 3,000 582 44,375 40,000 1,250 4,800 2,575 375 2,000 41,223 7,598 22,147 9,700 20,475 3,200 27,000 25,000 757,408 96,401 41,990 200,000 $ 241,990 ** Variance = Actual over (under) prorated budget Fund 411 297,580 (29,736) 45.46% 32,390 (12,110) 36.39% 445 (555) 22.27% 24,756 (33) 49.93% 22,744 (4,102) 42.36% 9,045 1,795 62.38% 51,285 (19,124) 36.42% - (3,000) 0.00% - (582) 0.00% 30,671 (13,704) 34.56% 58,307 18,307 72.88% 635 (615) 25.40% 5,045 245 52.55% 1,050 (1,525) 20.39% 23 (352) 3.05% 2,494 494 62.36% 41,047 (175) 49.79% 16,734 9,137 110.13% (a) 24,233 2,086 54.71% 11,355 1,655 58.53% 5,932 (14,543) 14.49% 1,889 (1,311) 29.52% 27,774 774 51.43% - (25,000) 0.00% 665,436 (91,972) 43.93% 96,401 - 50.00% 761,837 (91,972) 102,487 60,497 122.04% 404,389 204.389 202.19% $ 506,876 $ 264,886 178.49% $ 445,889 Page 31 of 35 City of Tukwila Surface Water Fund 412 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% I 2013 Annual Budget Prorated Budget Actual Year -To -Date %of Annual Variance ** Budget Revenue Charges for Services Surface Water Sales Total Charges for Services Intergovernmental Revenue Miscellaneous Revenue Investment Earnings Other Misc Revenue Total Miscellaneous Revenue Total Revenue Expenses 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 53 Excise Taxes 54 Interfund utility tax 64 Capital Outlay 80 Debt Service Principal 81 Debt Service Interest Total Surface Water Fund Indirect Cost Allocation Total Expenses Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments I $ 3,839,309 3,839,309 355,000 12,591 12,591 4,206,900 729,589 25,000 9,358 55,149 59,837 15,709 151,768 1,425 92,130 4,000 953,570 2,000 2,000 500 135,301 15,195 156,600 13,965 18,000 25,000 385,000 1,485,000 287,154 28,503 4,651,753 474,941 5,126,694 $ 1,919,655 $ 1,938,781 $ 19,126 1,919,655 177,500 (177,500) 1,938,781 19,126 6,296 6,296 2,103,450 364,795 12,500 4,679 27,575 29,919 7,855 75,884 713 46,065 2,000 476,785 1,000 1,000 250 67,651 7,598 78,300 6,983 9,000 12,500 192,500 742,500 143,577 14,252 2,325,877 _ 237,471 2,563,347 50.50% 50.50% 0.00% (a) 10,325 4,030 82.01% 40 40 0.00% 10,365 4,070 82.32% 1,949,146 (154,304) 333,179 (31,616) 45.67% 17,683 5,183 70.73% (b) 3,179 (1,500) 33.97% 26,841 (733) 48.67% 25,230 (4,689) 42.16% 7,897 43 50.27% 64,179 (11,705) 42.29% - (713) 0.00% 16,144 (29,921) 17.52% 7,886 5,886 197.16% 91,234 (385,551) 9.57% 115 (885) 5.74% 113 (887) 5.63% (250) 0.00% 66,048 (1,602) 48.82% 16,734 9,137 110.13% (c) 21,525 (56,775) 13.74% 11,043 4,061 79.08% (d) 14,338 5,338 79.65% (e) 28,678 16,178 114.71% 194,659 2,159 50.56% (742,500) 0.00% (23) (143,600) -0.01% 6,538 (7,713) 22.94% 953,220 (1,372,656) 20.49% 237,471 0 50.00% 11,190,691 (1,372,656) 23.23% (919,794) (459,897) 758,455 1,218,352 82.46% 2,000,000 2,000,000 2,329,158 329,158 116.46% $ 1,080,206 $ 1,540,103 $ I 3,087,613 $ 1,547,510 $ 2,985,279 (a) Grant revenue is tied to projects and is billed after project funds expended. (b) Extra labor was for repairing the break on E Marginal Way. Break occured 11- 19 -12. (c) Budget for insurance based on 2012 actual. (d) Annual maintenance for Eden was budgeted in the Miscellaneous category but charged to Repairs & Maintenance. (e) The majority of miscelllaneous costs are comprised of lien fees and credit card fees. ** Variance = Actual over (under) prorated budget Fund 412 Page 32 of 35 City of Tukwila Equipment Rental /Replacement Fund 501 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% Annual Budget I Prorated I Budget 2013 Actual Year -To -Date % of Annual Variance Budget Revenue Charges for Services ERR O &M Dept Charges Equipment Replacement Charges Transportation Total Charges for Services Miscellaneous Revenue Investment Earnings Other Misc Revenue Total Miscellaneous Revenue Sale of Capital Assets Transfers In Total Revenue Expenses 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 34 Items Purchased for Resale 35 Small Tools & Minor Equipment 41 Professional Services 42 Communication 45 Operating Rentals & Leases 46 Insurance 48 Repairs & Maintenance 49 Miscellaneous 64 Capital Outlay Total Equipment Rental Fund Indirect Cost Allocation Total Expenses Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments $ 1,409,325 972,088 150 2,381,563 14,269 14,269 397,226 1,030,000 3,823,058 364,615 12,000 2,000 27,788 29,902 10,051 77,956 950 2,979 679,000 2,500 1,000 2,000 30,142 10,130 120,781 8,000 2,209,906 3,591,700 291,838 3,883,538 (60,480) 4,000,000 $ 3,939,520 $ 704,663 486,044 75 1,190,782 7,135 7,135 198,613 515,000 1,911,529 182,308 6,000 1,000 13,894 14,951 5,026 38,978 475 1,490 339,500 1,250 500 1,000 15,071 5,065 60,391 4,000 1,104,953 1,795,850 145,919 $ 704,663 $ 516,044 1,220,707 17,744 5,973 23,716 57,125 1,301,548 1,941,769 (30,240) 4,000,000 $ 3,969,760 182,501 6,659 14,363 13,639 5,230 39,540 89 1,280 263,797 2,101 104 663 14,808 10,828 17,026 4,159 260,703 837,489 145,919 30,000 (75) 29,925 10,609 5,973 16,582 (141,488) (1,030,000) (1,124,982) 193 659 (1,000) 469 (1,312) 205 562 (386) (210) (75,703) 851 (396) (337) (263) 5,763 (43,364) 159 (844,250) (958,361) 983,408 (958,361) 318,139 (166,621) 4,132,395 132,395 $ 4,450,534 $ (34,226) $ 4,449,473 (a) Transfers in are done on an as- needed basis; most likely in the fall when equipment is delivered and paid for. (b) Budget for insurance based on 2012 actual. 50.00% 53.09% 0.00% 51.26% 124.35% 0.00% 166.21% 14.38% 0.00% (a) 50.05% 55.49% 0.00% 51.69% 45.61% 52.04% 50.72% 9.33% 42.96% 38.85% 84.05% 10.38% 33.14% 49.13% 106.89% (b) 14.10% 51.99% 11.80% (c) 23.32% 50.00% - 526.02% 103.31% 112.97% (c) All equipment except 2 fire pumpers and fire command vehicle have been ordered. Invoices will be paid upon delivery of vehicles, most likely in the fall. " Variance = Actual over (under) prorated budget Fund 501 Page 33 of 35 City of Tukwila Insurance Fund 502 - Revenue and Expenditures As of June 30 2013 % of year expired 50.00% 2013 Annual Budget Prorated Budget Actual Year -To -Date Variance ** % of Annual 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 $ 1,200 $ 1,200 96,000 4,483,192 78,000 1,000 4,658,192 600 $ 600 48,000 2,241,596 39,000 500 2,329,096 299 $ 299 76,549 2,204,455 32,148 2,313,152 (301) (301) 28,549 (37,141) (6,852) (500) (15,944) 24.89% 24.89% 79.74% 49.17% 41.22% 0.00% 49.66% Total Revenue 4,659,392 2,329,696 2,313,451 (16,245) 49.65% Expenses 25 Medical, Dental, Life, Optical 41 Professional Services 49 Miscellaneous Total Indirect cost allocation Total Expenses 4,892,940 25,000 20,500 4,938,440 73,709 2,446,470 12,500 10,250 2,469,220 36,855 2,414,708 9,855 2,729 2,427,292 36,855 (31,762) (2,645) (7,521) (41,928) 49.35% 39.42% 13.31% 49.15% 50.00% 5,012,149 2,506,075 2,464,146 (41,928) 49.16% Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments (352,757) (176,379) (150,696) 25,683 4,500,000 4,500,000 4,794,386 294,386 42.72% 106.54% $ 4,147,243 $ 4,323,622 $ 4,643,690 $ 320,069 111.97% ** Variance = Actual over (under) prorated budget Fund 502 $ 5,837,616 Page 34 of 35 City of Tukwila LEOFF Insurance Fund 503 - Revenue and Expenditures As of June 30 2013 of year expired 50.00% 2013 Prorated Actual % of Annual Annual Budget Budget Year -To -Date Variance** Budget Revenue Miscellaneous Revenue Investment Earnings $ 3,340 $ 1,670 $ 1,656 $ (14) 49.59% Total Miscellaneous Revenue 3,340 1,670 1,656 (14) 49.59% Total Revenue 3,340 1,670 1,656 (14) 49.59% Expenses 25 Medical, Dental, Life, Optical 479,372 239,686 249,610 9,924 52.07% 41 Professional Services 19,500 9,750 1,095 (8,655) 5.62% 49 Miscellaneous - - 500 500 0.00% Total 498,872 249,436 251,205 1,769 50.35% Indirect Cost Allocation Total Expenses Change in Fund Balance Beginning Fund Balance Ending Fund Balance Cash and investments 9,619 4,810 4,809 (0) 50.00% 508,491 254,246 256,014 1,769 50.35% (505,151) (252,576) (254,358) (1,783) 50.35% 1,600,000 1,600,000 1,711,532 111,532 106.97% $ 1,094,849 $ 1,347,425 $ 1,457,174 $ 109,749 133.09% " Variance = Actual over (under) prorated budget Fund 503 $ 1,666,674 Page 35 of 35