The City of Lucas

Memo

To:        Mayor and Council

From:    Dedra Bates

Date:     11/5/2003

Re:        Overview of Financial for September 2003

·          Bank reconciliation – The ending balance of $1,193,312.50 is in our general operating account

·          Financial statements for fund 11,  51 AND 59 - as  of  September 2003

 

11 -GENERAL FUND

 

 

11 -GENERAL FUND

FINANCIAL SUMMARY

 

                            ANNUAL          CURRENT            Y-T-D     % OF         BUDGET

ACCT#    ACCOUNT NAME       BUDGET           PERIOD           ACTUAL   BUDGET         BALANCE

________________________________________________________________________________________________

 

REVENUE SUMMARY

----------------

 

PROPERTY TAXES            640,000.00           683.78       643,367.47   100.53   (     3,367.47)

OTHER TAXES               220,000.00         7,252.67       225,479.46   102.49   (     5,479.46)

FINES & FORFEITURES         5,100.00           784.00         5,899.00   115.67   (       799.00)

LICENSES & PERMITS        265,000.00        17,861.10       280,980.68   106.03   (    15,980.68)

FIRE DEPARTMENT REVENUE    21,000.00         1,590.00        23,168.38   110.33   (     2,168.38)

FEES AND SERVICE CHARGES    4,500.00           493.65         4,480.01    99.56            19.99

TRASH SERVICE             175,000.00        17,955.17       193,302.27   110.46   (    18,302.27)

INTERGOVERNMENTAL              14.00           313.75           327.75   341.07   (       313.75)

MISCELLANEOUS REVENUES    133,000.00         3,843.52       137,679.51   103.52   (     4,679.51)

 

TOTAL REVENUE           1,463,614.00        50,777.64     1,514,684.53   103.49   (    51,070.53)

                      ==============   ==============   ==============   ======   ==============

 

EXPENDITURE SUMMARY

--------------------

 

CITY COUNCIL               11,800.00             0.00         8,724.28    73.93         3,075.72

ADMINISTRATION            170,596.97        11,335.34       137,146.67    80.39        33,450.30

PUBLIC WORKS              142,781.39         9,295.02       121,072.06    84.80        21,709.33

PARKS DEPARTMENT                0.00             0.00             0.00     0.00             0.00

FIRE                      141,660.00       171,229.37       299,920.06   211.72   (   158,260.06)

NON-DEPART. EXPENDITURES  991,768.05   (   584,204.99)      950,209.75    95.81        41,558.30

 

TOTAL EXPENDITURES      1,458,606.41   (   392,345.26)    1,517,072.82   104.01   (    58,466.41)

                      ==============   ==============   ==============   ======   ==============

 

EXCESS REVS/EXPENS          5,007.59       443,122.90   (     2,388.29)   47.69-        7,395.88

                       ==============   ==============   ==============   ======   ==============

 

 

 

 

51 -WATER              ANNUAL          CURRENT            Y-T-D     % OF         BUDGET

ACCT#    ACCOUNT NAME        BUDGET           PERIOD           ACTUAL   BUDGET         BALANCE

__________________________________________________________________________________________________

REVENUE SUMMARY

----------------

FEES AND SERVICE CHARGES 1,120,000.00       176,942.23     1,296,521.27   115.76   (   176,521.27)

MISCELLANEOUS REVENUES           0.00           612.91        10,204.74     0.00   (    10,204.74)

 

TOTAL REVENUE            1,120,000.00       177,555.14     1,306,726.01   116.67   (   186,726.01)

                       ==============   ==============   ==============   ======    ==============

EXPENDITURE SUMMARY

--------------------

WATER UTILITIES            323,223.20   (   101,676.75)      437,338.96   135.31   (   114,115.76)

DEBT SERVICES              451,029.00             0.00       555,911.00   123.25   (   104,882.00)

NON-DEPART. EXPENDITURES         0.00             0.00             0.00     0.00             0.00

 

TOTAL EXPENDITURES         774,252.20   (   101,676.75)      993,249.96   128.29   (   218,997.76)

                        ==============   ==============   ==============   ======   ==============

 

EXCESS REVS/EXPENDS        345,747.80       279,231.89       313,476.05    90.67        32,271.75

                        ==============   ==============   ==============   ======   ==============

59 -DEBT SERVICES FUND

                               ANNUAL          CURRENT            Y-T-D     % OF         BUDGET

ACCT#    ACCOUNT NAME          BUDGET           PERIOD           ACTUAL   BUDGET         BALANCE

__________________________________________________________________________________________________

REVENUE SUMMARY

----------------

PROPERTY TAXES             400,000.00           415.91       391,286.69    97.82         8,713.31

MISCELLANEOUS REVENUES           0.00             0.00             0.00     0.00             0.00

 

TOTAL REVENUE              400,000.00           415.91       391,286.69    97.82         8,713.31

                        ==============   ==============   ==============   ======   ==============

 

EXPENDITURE SUMMARY

--------------------

DEBT SERVICES              391,714.00             0.00       296,744.17    75.76        94,969.83

 

TOTAL EXPENDITURES         391,714.00             0.00       296,744.17    75.76        94,969.83

                        ==============   ==============   ==============   ======   ==============

 

EXCESS REVS/EXPENDS          8,286.00           415.91        94,542.52   140.99   (    86,256.52)

               ==============   ==============   ==============   ======   ==============

·         Logic- As of September 30th the ending balance for General Fund was $290,436.00, Water 2002 $2,082,938.00 and Projects 2002 was $2,520,637.46.

·         Lone Star- As of  September 30th the ending balance was

o        Water impact fee  $ 130,104.47

o        Road impact fee 1 $ 54,721.61

o        Road impact fee 2 $274,250.27

o        Road Impact fee 3 $ 145,406.44

o        Water fund reserves $ 74,611.89

o        Fire department donations fund $ 46,851.13

o        Road Impact fee 4 $ 232,072.67

o        General Fund $ 563,972.17