Loading...
HomeMy WebLinkAboutCity Council - 12/02/2002City of Eden Prairie C 2003 Proposed Budget Summary Public Hearing December 2, 2002 Table of Contents Page Budget Memorandum .....................................................................................................................1 City Tax Rate Projections ................................................................................................................4 2003 Proposed Budget General Fund Revenues and Debt Service .....................................................................................8 General Fund Expenditures and Debt Service ....................................................................:.......11 General Fund Expenditures and Debt Service Reorganization ....................................................14 Utility Fund Budget .......................................................................................................................17 Liquor Fund Budget .......................................................................................................................21 Memorandum E&n Prairie TO:Mayor and City Council . FROM:Donald R .Uram,Director of Management and Budget Sue Kotchevar,Finance Operations Manager THROUGH: Scott Neal, City Manager DATE:November 27, 2002 RE:2003 Budget GENERAL FUND For 2003, the General fund budget totals $31.6 million including a transfer to the Capital Improvement.fund of $828,894. Debt service payments decreased by $822,000 to $2.06 million: A tax abatement levy of $300,000 is included for the Technology Drive/ Mitchell Road intersection improvements. The 2003 budget is 1.3% higher than the 2002 budget. Revenues The 2003 budget was prepared based on a levy limit of 3% capping the general fund property tax levy at $23,337,073. Debt service levies are considered special levies outside of levy limits. Levy limits are calculated by the Minnesota Department of Revenue using variables for household and commercial growth and inflation. For Eden Prairie, these variables are: •Implicit Price Deflator (Inflation) - .76% •Household Growth - 1.6% •Commercial/Industrial Growth - .65% Actual property taxes collected account for $24.5 million or 77.5% of the total $31.6 million budget. This figure includes $584,060 for vehicles and equipment and $2.36 million for debt service.All other revenue sources total $6.9 million. This number is slightly higher than 2002. Expenditures General fund operating expenditures total $27.7 million, which is a 4.2% increase over the 2002 budget. The operating budget includes increases in Legal Counsel and Employee Benefits and Training. These budgets were amended to reflect the increase in anticipated expenditures due to continued legal costs for the airport,increases in health care costs ,wage adjustments, and additional employees. Funding has also been established for economic development purposes. 1 The 2003 Budget includes a transfer to the Capital Improvement fund of $828,894 in accordance with Council policy. Debt obligations have decreased from $2.9 million to $2.36 million and will include an additional tax abatement levy to pay for intersection improvements at Mitchell Road and Technology Drive. The abatement is required as part of the City's agreement with ADC to fund $1.4 million in infrastructure improvements. Tax Impacts For 2003, the median value home in Eden Prairie is valued at $257,900 reflecting an average value increase of 10%. In 2002, the median value was $230,600. The net City portion of the property tax for 2003 is $886 as compared to $855 in 2002. This is an increase of $31 or 3.63%. For commercial/industrial properties, the City portion of the property tax is expected to decrease by about 11% and for apartments by about 17%. The larger decrease for apartments is partially due to a decrease in class rate from 1.8%-to 1.5%. These figures are based on the City levying property taxes allowed under levy limits. Staff has calculated that a 1% tax increase or decrease would impact the levy by $227,000. A 1% change in the tax levy has an $8 impact on the median value residential property. UTILITY ENTERPRISE FUND The Utility Enterprise Fund,including water,sewer and storm sewer ,is projected to have sales of approximately $7.8 million in 2003, which is comparable to sales in 2002.Expenses are expected to increase from $6 .8 million to $7 million. Overall, the Utility Enterprise Fund is expected to have a net income of $571,238. There are no changes to the utility fee schedule for 2003. LIQUOR ENTERPRISE FUND' Staff forecasts that liquor sales in 2002 will be less than budget by about $350,000. This is due to a number of factors including the economic downturn. Considering this, Staff is forecasting sales to increase from $8.04 million in 2002 to $8.225 million in 2003. This is an increase of $185,000 or 2.3%, which is comparable to 2002. Staff continues to emphasize the importance of product mix and wine sales that contribute to an improved profit margin .Operating expenses are expected to increase from $1.38 million to $1.42 million while operating income is expected to remain flat. A transfer to the Capital Improvements fund of $635,982 for 2003 is budgeted. 2 ATTACHMENTS Staff has prepared amended budgets that are included as attachments .They are as follows: •Tax Impacts - Preliminary Pay 2003 Tax Rate Projections •2003 Budget - General Fund Revenues and Debt Service •2003 Budget - General Fund Expenditures and Debt Service (current org. structure) •2003 Budget - General Fund Expenditures and Debt Service (new org. structure) •2003 Budget - Utility Enterprise Fund •2003 Budget - Liquor Enterprise Fund For budgetary purposes, the new organizational structure will be effective on January 1, 2003. The old structure has been included to facilitate a year to year comparison. 3 TAX IMPACT -Tax Rate Projections Proposed Tax Statement -Pay 2003 City Only Adjusted Tax Levy + Park Bond Levy = Total Pay 03 City Tax Levy Adjusted Tax Levy + Park Bond Levy = Total Pay 02 City Tax Levy 24,536,351 24,527,284 !Change 03-vs 02 44°7d.-^^ ACTUAL TAX CAPACITY 01 PAY 02 ACTUAL TAX CAPACITY 02 PAY 03 REAL ESTATE 73,170,262 79,520,812 PERSONAL PROPERTY 1,012,440 1,026,330 NET TAX CAPACITY 74,182,702 80,547,142 less FISCAL DISPARITY CONTRIBUTION 10,134,643 11,193,583 less TIF CAPTURED TAX CAPACITY 320,828 1,086,959 ADJUSTED NET TAX CAPACITY 63,727,231 68,266,600 General Fund Levy +22,753,367 23, 337, 073 Debt Levy +2,276,000 1,742,000 = Tax Capacity Tax Levy 25,029,367 25, 079, 073 less FISCAL DISPARITY DISTRIBUTION 1,113, 083 1,165,722 less HACA 0 0 Adjusted Tax Capacity Tax Levy 23,916,284 23,913,351 ADJUSTED TAX LEVY 23,916,284 23,913,351 DIVIDED BY ADJUSTED NET TAX CAPACITY 63,727,231 68,266,600 EQUALS CITY TAX RATE 37.6110%35.0294% PARK BOND REFERENDUM LEVY 611,000 623,000 DIVIDED BY TAXABLE MARKET VALUE 5,694,315,005 6,333,668,200 EQUALS REFERENDUM LEVY RATE 0.01075%0.00984% $ Change % Change 6,350,550 8.68% 13,890 1.37% 6,364,440 8.58% 1,058,940 10.45% 766,131 238.80% 4,539,369 7.12% 583,706 2.57% -534,000 -23.46% 49,706 0.20% 52,639 4.73% 0 -2,933 -0.01% -2,933 -0.01% 4,539,369 7.12% -2,5816%-6.8641% 12,000 1.96% 639,353,195 11,23% -0.00091%-8.499% 4 City 2003 as Preposed.xls PROJECTED CITY TAX - RES HOMESTEAD - Single Family Average Taxable Value increase of 10.0%. Pay 02 class rate - lit $500,00001 .0%+ balance 1.25% Pay 03 class rate - let $500,00011 .0%+ balance (d^ 1.25% MsrkstValue MarketVelue 01 PAY 2 02 P Gross City Tax Pay 2002 Pay 2002 Net City Tax Gross City Tax Pay 2003 Pay 2003 Net City Tax %Change $ Change %Change $Change Pay 02 %City Pay 03% city0AY 03 PAY 2002 HSTD Credit City Share PAY 2002 PAY 2003 HSTD Credit City Share PAY 2003 Net Tax Net tax.Gross Tax Gross Tax Held Crsdlt Haid Credit$109,100 $120,000 $422 $274 $89 $333 $432 $264 $81 $351 5.43%$18 2.39%$10 32,61%30.00%$110,200 $130,000 $457 $266 $86 $371 $468 $255 $78 $390 5.12%$19 2.38%$11 32.51%30 00%$127,300 $140,000 $492 $258 $84 $409 $504 $246 $76 $429 4.87%$20 2.38%$12 32.61% . 30.69%$138,400 $150,000 $528 $250 $81 $447 $540 $237 $73 $467 4.66%$21 2.37%$13 32.61%30,00%$145,600 $160,000 $563 $241 $78 $484 $576 $228 $70 $506 4.49%$22 2.37%$13 32.61%30,60%$164,500 $170,000 $598 $233 $76 $522 $612 $219 $67 $545 4.42%$23 2.43%$15 32.61%30 69%$163,600 $100,000 $633 $225 $73 $560 $646 $210 $65 $584 4.28%$24 2.42%$15 32.51% . 30 00%$172,700 $190,000 $668 $217 $71 $598 $684 $201 $62 $822 4.16%$25 2.42%$16 32.51% . 30 00%$161,600 $200,000 $703 $209 $68 $635 $720 $192 $59 $661 4.06%$26 2.41%$17 32.51% . 30 09%$204,600 $225,000 $791 $188 $61 $730 $810 $170 $52 $758 3.87%S28 2.42%$19 32 51% , 30 09%$227 ,300 $260,000 $878 $160 $55 $825.$900*$147 $45 $855 3.68%$30 2.39%$21 , 32.61% . 30 09%$234,600 $257,900 $907 $161 $52 $855 $929 $140 $43 $886 3.63%$31 2,38%$22 51%32 . 30 09%$260,000 $275,000 $967 $147 $48 $919 $990 $125 $38 $952 3.57%$33 2.40%$23 . 32.51% , 30 69%$272,700 $300,000 $1,055 $127 $41 $1,014 $1,080 $102 $31 $1,049 3.48%$35 2.41%$25 32.51% . 30 59%$318,200 $360,000 $1,231 $88 $28 $1,203 $1,260 $57 $18 $1,243 ,3.31%$40 2.39%$29 32.51% . 30 69%$383,000 $400,000 $1,407 $45 $15 $1,392 $1,441 $12 $4 $1,437 3.22%$45 2.41%$34 32.61% . 30 09%$376,400 $414,000 $1,456 $34 $11 $1,445 $1,491 ($0)$1,491 3.16%$46 2,39%$35 32,51% . 30 09%$409,100 $450,000 $1,583 $4 $1 $1,581 $1,621 ($0)$1,621 2.49%$39 2.40%$38 32.61% . NA$464,600 $500,000 $1,758 ($0)$1,758 $1,801 ($0)$1,801 2,41%$42 41%2 $42 NA NA$645,600 $800,000 $2,163 ($0)$2,153 $2,248 ($0)$2,248 4.42%$95 . 4.42%$95 NA NA$038,400 $700,000 $2,590 ($0)$2,590 $2,696 ($0)$2,696 4.09%$106 4.09%$106 NA NA$721,300 $800,000 $3,027 ($0)$3,027 $3,144 ($0)$3,144 3.85%$118 3.85%$116 NA NA$618,200 $900,000 $3,484 ($0)$3,454 $3,591 ($0)$3,591 3.67%$127 3,67%$127 NA NA4909,100 51,000,000 $3,902 ($0)$-3902 $4 039 ($0)$4 039 3 53%All 38 53%--,,.3.$138 NA NA Median Value SP 02 pay 0313 $257,900 CNy 2003 05 Propossd .ds 11125)2002 Projected City Tax -Commercial and Industrial Property With Preferred Commercial Class Pay 02 class rate = 1st $150,000@1.5% + balance @ 2.0% Pay 03 class rate = 1st $150,000@1.5% + balance @ 2.0% Average Value Decrease (-1.4%) Note: City tax excludes fiscal disparity portion. 65.1297% City & 34.8703% FD - Pay 02 62.8350% City & 37.1650% FD - Pay 03 Market Value Market Value City Tax City Tax %$ 01 PAY 02 02 PAY 03 -PAY 2002 PAY 2003 CHANGE $ CHANGE $177,000 $175,000 $702 $623 -11.38%($80) $1,014,000 $1,000,000 $4,893 $4,335 -11.40%($558) $2,028,000 $2,000,000 $9,970 $8,836 -11.37%($1,134) $5,071,000 $5,000,000 $25,205 $22,337 -11.38%($2,868) $10,142,000 $10,000,000 $50,594 $44,840 -11.37%($5,754) $15,213,000 $15,000,000 $75,983 $67,342 -11.37%($8,641) $20,284,000 $20,000,000 $101,372 $89,845 -11.37%($11,527)1 6 PROJECTED CITY TAX -Market Rate Apartment Average Value Increase of 5.6% Pay 02 class rate = 1.8% Pay 03 class rate = 1.5% Market Value 01 PAY 02 Market Value 02 PAY 03 City Tax PAY 2002 City Tax PAY 2003 % CHANGE $ CHANGE $95,000 $100,000 $653 $535 -18.07%($118) $947,000 $1,000,000 $6,513 $5,353 -17.81%($1,160) $4,735,000 $5,000,000 $32,565 $26,764 -17.81%($5,801) $9,470,000 $10,000,000 $65,130 $53,528 -17.81%($11,602) $14,205,000 $15,000,000 $97,695 $80,292 -17.81%($17,403) $18,939,000 $20,000,000 $130,253 $107,055 -17.81%($23,197) 7 2003 Budget General Fund Revenues and Debt Service 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) General Property Taxes Current 22,138,567 22,722,273 583,706 2.6% Delinquency and Abatement (1,106,928)(1,136,114)'(29,185)2.6% Net Current- -21,031,639 21,586,159 554,521 2.6%. Delinquent Collections Penalty and Interest 40,000 .40,000 0.0% Total Taxes 21,071,639 21,626,159 554,521 2.6% Licenses and Permits Liquor and Beer 225,000 250,000 25,000 11.1% Business Licenses 20,000 20,000 0.0% Dog Registration 17,000 17,000 -0.0% Building Permits 1,800,000 2,000,000 200,000 11.1% Cable TV 457,615 503,377 45,762 10.0% Other Permits 80,000 80,000 0.0% Total Licenses and Permits 2,599 ,615 2,870 ,377 270,762 10.4% Intergovernmental Revenue Police Pension Aid 320,000 320,000 0.0% Fire Relief Association Aid 221,000 .221,000 -0.0% State Street Aid 60,000 60,000 0.0% School Liaison 75,500 77,500 2,000 2.6% Police Training 15,000 15,000 0.0% COPS Grant ---0.0% Civil Defense 5,000 5,000 -0.0% Local Performance Aid ---0.0% Local Governmental Aid 59,630 172,335 112,705 189.0% PERA Aid 52,384 52,384 -0.0% Other ---0.0% Total Intergovernmental Revenue 808,514 923 ,219 114,705 14.2% 8 2003 Budget General Fund Revenues and Debt Service 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Charges for Services General Government Planning and Zoning 85,000 70,000 (15,000)(17.6%) Engineering 291,500 266,000 (25,500)(8.7%) Public Safety Prints, Reports, and Alarms 90,000 90,000 0.0% Impound Fees 4,500 4,600 100 2.2% Recreation Youth Programs 208,700 208,700 -0.0% Organized Athletics 198,650 194,650 (4,000)(2.0%) Community Center 739,200 760,820 21,620 2.9% 2nd Ice Arena 335,800 346,800 11,000 3.3% Oak Point Pool 87,102 90,118 3,016 3.5% Beaches 0.0% Special Events 37,200 37,200 -0.0% Arts 13,420 13,420 0.0% Adult Program/Adaptive Recreation 41,831 41,876 45 0.1% Park Facilities 43,700 44,700 1,000 2.3% Total Charges for Services 2,176,603 2,168,884 (7,719)(0.4%) Fines & Penalties 280,000 .280,000 0.0% Investment Earnings 250,000 250,000 0.0% 9 2003 Budget General Fund Revenues and Debt Service 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Other Revenue Special Assessments --0.0% IDR Charges 100,000 100,000 -0.0% Building Rental --0.0% Street Lighting 30,000 30,000 0.0% Miscellaneous 250,000 250,000 -0.0% Total Other Revenue 380 ,000 380 ,000 0.0% Other Financing Sources Transfers in (out) Utility Fund 60,000 60,000 0.0% T.I.F. Capital Project Fund 10,000 10,000 0.0% Liquor Fund Total Other Financing Sources 70,000 70,000 0 0.0% Total Revenues 27,636 ,371 28 ,568,639 932,268 3.4% Vehicles and Equipment Property Taxes Current 614,800 614,800 -0.0% Delinquency and Abatement (30,740)(30,740)0.0% Net Current 584,060 584,060 0.0% Sale of Property 123,000 125,000 2,000 1.6% Total Vehicle and Equipment 707,060 709,060 2,000 0.3% Total General Fund 28,343 ,431 29 ,277,699 934,268 -3.3% Debt Levies Tax Capacity Levies 2,276,000 1,742,000 (534,000)(23.5%) Market Value Levies 611,000 623,000 12,000 2.0% Total Debt Levies 2,887 ,000 2 ,365,000 (522,000)(18.1%) Grand Total 31,230,431 $31 ,642,699 $412,268 1.3% 10 2003 Budget General Fund Expenditures and Debt Service 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Office of the City Manager Legislative 165,000 $170,100 $5,100 3.1 % Office of the City Manager 156,301 162,134 5,833 3.7% Legal Counsel .General 275,000 275,000 0 0.0% Legal Counsel - Prosecution 200,000 220,000 20,000 10.0% Legal Counsel -Special Counsel 35,000 35,000 0.0% Contingency 150,000 150,000 0.0% Subtotal 946,301 1 ,012,234 65,933 7.0% Management Services City Clerk 158,459 105,480 (52,979)(33.4%) Human Resources 381,952 393,629 11,677 3.1% Communication Services 145,069 171,900 26,831 18.5 %0 Customer Service 512,511 513,369 858 0.2% Risk Management 401,057 406,262 5,205 1.3% Facilities 1,815,769 1,765,244 (50,525)(2.8%) Employee Benefits and Training 4,031,606 4,248,606 217,000 5.4% Additional FTE's -246,000 246,000 Wage Adjustments --- Subtotal 7,446,423 7 ,850,490 404 ,067 5.4% Community Development & Financial Services Assessing 430,490 446,962 16,472 3.8% Finance 369,234 384,413 15,179 4.1 % Housing Transportation and Human Services 191,534 197,280 5,746 3.0% Community Development 491,746 564,553 72,807 14.8% Information Technology 982,948 1,031,071 48,123 4.9% Subtotal 2,465,952 2,624,279 158,327 6.4%• 11 2003 Budget Genera( Fund Expenditures and Debt Service 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Parks and Recreation Services Park Administration 181,112 179,412 (1,700)(0.9%) Park Maintenance 1,349,089 1,401,571 52,482 3.9% Parks Capital Outlay 127,400 26,000 (101,400)(79.6%) Recreation Admin 120,228 124,753,4,525 3.8% Youth Programs 290,199 291,789 1,590 0.5% Organized Athletics 197,384 197,637 253 0.1 % Special Events 92,008 94,215 2,207 2.4% Arts 82,388 82,963 575 0.7% Adaptive Recreation 96,054 104,010 7,956 8.3% Adult Recreation 195,985 200,699 4,714 2.4% Beaches 68,447 71,741 3,294 4.8% Park Facilities 58,860 61,060 2,200 3.7% Oak Point Pool 185,587 189,923 4,336 2.3% Community Center 1,387,734 1,380,633 (7,101)(0.5%) Subtotal 4 ,432,475 4 ,406,406 (26,069 )(0.6%) Public Safety Services Police 5,191,987 5,574,276 382,289 7.4% Civil Defense 22,060 22,060 -0.0% Animal Control 114,127 116,853 2,726 2.4% Fire 1,140,441 1,156,707 16,266 1.4% Inspections 747,645 759,070 11,425 1.5% Subtotal 7,216,260 7,628,966 412 ,706 5.7% 12 2003 Budget General Fund Expenditures and Debt Service 2002 Adopted Budget 2003 Proposed _Budget Difference Percent Increase (Decrease) Public Works Services Engineering 792,415 815,669 23,254 2.9% Streets and Traffic 1,739,744 1,779,131 39,387 2.3% Fleet Services 916,597 940,630 24,033 2.6% Street Lighting 669,500 696,500 27,000 4.0% Subtotal 4,118,256 4,231,930 113,674 2.8% Subtotal operations 26,625 ,667 27 ,754,305 1,128,638 4.2% Transfer to Capital Improvement Program 1,034,464 828 ,894 (205 ,570)(19.9%) Transportation - Subtotal 27,660,131 28,583 ,199 923 ,068 3.3% Vehicles and Equipment 683,300 .694,500 11,200 1.6% Total General Fund 28 ,343,431 29,277,699 934 ,268 3.3% Tax Abatement 300,000 300,000 Debt Obligations 2,887,000 2,065,000 (822,000)(28.5%) Grand Total $31,230 ,431 $31,642,699 $412,268 1.3% 13 2003 Budget General Fund Expenditures and Debt Service 2003 Proposed 2003 Proposed Budgeted Structure Budget Reorganization Budget Office of the City Manager Office of the City Manager Legislative $170,100 Legislative 170,100 Office of the City Manager 162,134 Office of the City Manager 272,341 Legal Counsel 530,000 Legal Counsel 530,000 Contingency 150,000 City Clerk 105,480 Subtotal 1,012,234 Communication Services 171,900 Contingency 150,000 Subtotal 1,399,821 Management Services Management and Budget City Clerk 105,480 Finance 384,413 Human Resources 393,629 Information Technology 1,031,071 Communication Services 171,900 Economic Development 122,190 Customer Service 513,369 Facilities 1,765,244 Risk Management 406,262 Risk Management 406,262 Facilities 1,765,244 Customer Service 513,369 Employee Benefits and Training 4,248,606 Human Resources 283,422 Additional FTE's 246,000 Employee Benefits and Training 4,248,606 Subtotal 7,850 ,490 Additional FTE's 246,000 Subtotal 9,000,577 Community Development &Community Development Financial Services Assessing 446,962 Assessing 446,962 City Planning 359,335 Finance 384,413 Zoning 85,724 Social Services 197,280 Inspections 759,070 Community Development 564,553 Subtotal 1,651,091 Information Technology 1,031,071 Subtotal 2,624,279 14 2003 Budget General Fund Expenditures and Debt Service 2003 Proposed 2003 Proposed Budgeted Structure Budget Reorganization Budget Parks and Recreation Services Parks and Recreation Services Park Administration 179,412 Park Administration 179,412 Park Maintenance 1,401,571 Park Maintenance 1,401,571 Parks Capital Outlay 26,000 Parks Capital Outlay 26,000 Recreation Admin 124,753 Recreation Adrnin 124,753 Youth Programs 291,789 Youth Programs 291,789 Organized Athletics 197,637 Organized Athletics 197,637 Special Events 94,215 Special Events 94,215 Arts 82,963 Arts 82,963 Adaptive Recreation 104,010 Adaptive Recreation 104,010 Adult Recreation 200,699 Adult Recreation 200,699 Beaches 71,741 Beaches 71,741 Park Facilities 61,060 Park Facilities 61,060 Oak Point Pool 189,923 Oak Point Pool 189,923 Community Center 1,380,633 Community Center 1,380,633 Subtotal 4,406,406 Subtotal 4,406,406 Public Safety Services Public Safety Services Police 5,574,276 Police 5,524,870 Civil Defense 22,060 Civil Defense 22,060 Animal Control 116,853 Animal Control 116,853 Fire 1,156,707 Fire 1,156,707 Inspections 759,070 Social Services 243,990 Subtotal 7,628,966 Subtotal 7,064,480 15 2003 Budget General Fund Expenditures and Debt Service Budgeted Structure 2003 Proposed Budget Reorganization 2003 Proposed Budget Public Works Services Engineering 815,669 Public Works Services Engineering 815,669 Streets and Traffic 1,779,131 Streets and Traffic 1,779,131 Fleet Services 940,630 Fleet Services 940,630 Street Lighting 696,500 Street Lighting 696,500 Subtotal 4,231,930 Subtotal 4,231,930 Subtotal operations 27,754,305 Subtotal operations 27,754,305 Transfer to CIP 828,894 Transfer to CIP 828,894 Subtotal 28,583,199 Subtotal 28,583,199 Vehicles and Equipment 694,500 Vehicles and Equipment 694,500 Total General Fund 29,277,699 Total General Fund 29,277,699 Tax Abatement 300,000 Tax Abatement 300,000 Debt Obligations 2,065,000 Debt Obligations 2,065,000 Grand Total 31,642,699 Grand Total 31,642,699 16 2003 Budget Utility Enterprise Fund 2002 2003 Adopted Proposed Budget Budget Difference Percent Increase (Decrease) Operating Revenues: Sales 7,580,000 $7,740,000 $160,000 2.1% System access charges (1 % SAC)1,000 1,000 0.0% Penalty charges 12,500 14,500 2,000 16.0% Other 40,000 40,000 0.0% Total Operating Revenues 7,633 ,500 7 ,795,500 162 ,000 2.1% Operating Expenses: Personal services 1,849,638 1,963,062 113,424 6.1% Chemicals and supplies 523,900 532,000 8,100 1.5% Contractual services 934,550 951,850 17,300 1.9% Repairs and maintenance 737,000 709,500 (27,500)(3.7%) Disposal charges 2,300,000 2,400,000 100,000 4.3% Utilities 531,550 517,850 (13,700)(2.6%) Total Operating Expenses 6,876 ,638 7,074,262 197,624 2.9% Operating income (loss) before Depreciation 756,862 721,238 (35,624)(4.7%) Depreciation: Equipment 200,000 200,000 -0.0% Infrastructure -0.0% Total Depreciation 200,000 200,000 0.0% Operating income (loss)556,862 521,238 (35,624)(6.4%) Nonoperating Revenues (Expenses): Interest on investments 110,000 110,000 -0.0% Special assessments 0.0% Gain on sale of fixed assets •0.0% Total Nonoperating Revenues (Expenses)110,000 110,000 0.0% Income (loss) before Operating Transfers 666,862 631,238 (35,624)(5.3%) Operating Transfers Out (60,000)(60,000)0.0% Net income (loss)$606,862 $571,238 $(35,624)(5.9%) 17 2003 Budget Water Enterprise Fund 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Operating Revenues: Water sales $3,500,000 $3,600,000 $100,000 2.9% Penalty charges 3,500 3 ,500 .0.0% Other 40,000 40,000 -0.0% Total Operating Revenues 3,543 ,500 3 ,6431500 100 ,000 2.8% Operating Expenses: Personal services 1,364,224 1,445,478 81,254 6.0% Chemicals and supplies 500,400 508,000 7,600 1.5% Contractual services 806 ,700 824,000 17,300 2.1% Repairs and maintenance 614,000 598 ,500 (15,500 )(2.5%) Utilities 508 ,550 494,850 (13 ,700)(2.7%) Total Operating Expenses 3,793 ,874 3 ,870,828 76,954 2.0% Operating income (loss) before Depreciatio (250,374 )(227,328 )(150,374)(9.2%) Depreciation: Equipment 100,000 100 ,000 0 0.0% Operating income (loss)'(350,374)(327,328 )23,046 (6.6%) Nonoperating Revenues (Expenses): Interest on investments 60,000 60,000 -0.0% Special assessments --0.0% Gain on sale of fixed assets ---0.0% Total Nonoperating Revenues (Expenses)60,000 60,000 -0.0% Income (loss) before Operating Transfers (290,374)(267,328)23,046 (7.9%) Operating Transfers Out (50 ,000)(50,000)-0.00% Net income (loss)$(340 ,374)$(317,328)$23,046 (6.8%) 18 2003 Budget Sewer Enterprise Fund 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Operating Revenues: Sewer sales $3,500,000 $3,550,000 $50,000 1.4% System access charges (1%SAC)1,000 1,000 0.0% Penalty charges 8,000 10,000 2,000 25.0% Other 0.0% . Total Operating Revenues 3,509 ,000 3 ,561,000 52 ,000 1.5% Operating Expenditures: Personal services 368,903 395,787 26,884 7.3% Chemicals and supplies 23,000 23,500 500 2.2% Contractual services 55,450 55,450 0.0% Repairs and maintenance 70,500 58,500 (12,000)(17.0%) Disposal charges 2,300,000 2,400,000 100,000 4.3% Utilities 21,500 21',500 0.0% Total Operating Expenses 2,839,353 2,954,737 115,384 4.1% Operating income (loss) before Depreciation 669,647 606,263 (63,384)(9.5%) Depreciation: Equipment 45,000 45,000 -0.0% Infrastructure 0.0% Total Depreciation 45,000 45 ,000 -0.0% Income (loss) before operating transfers 624,647 561,263 (63,384)(10.1%) Nonoperating Revenues (Expenses): Interest on investments '30,000 30,000 0.0% Special assessments -0.0% Gain on sale of fixed assets --0.0% Total Nonoperating Revenues (Expenses )30,000 30,000 0.0% Income (loss) before Operating Transfers 654,647 591,263 (63,384)(9.7%) Operating Transfers Out -0.0% Net income (loss)$654,647 $591,263 $(63 ,384)(9.7%) 19 2003 Budget Storm Drainage Enterprise Fund 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Operating Revenues: Sales $580,000 $590,000 $10,000 1.7% Penalty charges 1,000 1,000 0.0% Total Operating Revenues 581,000 591,000 10,000 1.7% Operating Expenditures: Personal services 116,511 121,797 5,286 4.5% Chemicals and supplies 500 500 --0.0% Contractual services 72,400 72,400 0.0% Repairs and maintenance 52,500 52,500 -0.0% Utilities 1,500 1,500 0.0% Total Operating Expenses 243,411 248,697 5,286 2.2% Operating income (loss) before Depreciation 337,589 342,303 4,714 1.4%- Depreciation: Equipment 55,000 55,000 0.0% Operating income (loss)282,589 287,303 4,714 1.7% Nonoperating Revenues (Expenses): Interest on investments 20,000 20,000 -0.0% Special assessments 0.0% Gain (loss ) on sale of fixed asset -0.0% Total Nonoperating Revenues(Expenses )20,000 20,000 -0.0% Income (loss) before Operating Transfers 302,589 307,303 4,714 1.6% Operating Transfer Out (10,000)(10,000)-0.0% Net income (loss)$292,589 $297,303 $4,714 1.6% 20 2003 Budget Liquor Enterprise Fund 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Sales $8,384,700 $8,225,000 $(159,700)(1.9%) Cost of Sales (6,283,400).(6,168,750)114,650 Operating Revenues 2,101,300 2,056 ,250 (45,050)(2.1%) Operating Expenses: Personal Services 806,500 849,347 42,847 5.3% .Commodities and Supplies 27,500 29,200 1,700 6.2% Contractual Services 428,025 409,771 (18,254)(4.3%) Repairs and Maintenance 36,800 40,500 3,700 10.1% Utilities 69,500 84,400 14,900 21.4% Depreciation 12,450 7,050 (5,400)(43.4%) Total Operating Expenses 1,380,775 1,420,268 39,493 2.9% Operating Income 720,525 635 ,982 (84,543)(11.7%) Nonoperating revenues (expenses) Interest on Investments 13,000 13,000 0.0% Loss on Disposition of Fixed Assets 0.0% Miscellaneous Revenue 0.0% Total nonoperating revenues (expenses)13,000 13,000 0.0% Income (loss) before operating transfers 733,525 648,982 (84,543)(11.5%) Transfers in (out)(733,525).(648,982)84,543 (11.5%) Net Income (Loss) 21 2003 Budget Prairie Village 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Sales 1,861,700 $2,000,000 $138,300 7.4% Cost of Sales (1,394,400)(1,500,000 )(105,600)7.6% Operating Revenues 467,300 500 ,000 32,700 7.0% Operating Expenses: Personal Services 229,500 240,500 11,000 4.8% Commodities and Supplies 7,000 7,400 400 5.7% Contractual Services 104,425 112,350 7,925 7.6% Repairs and Maintenance 5,400 5,900 500 9.3% Utilities 22,300 28,200 5,900 26.5% Depreciation 2,750 2,550 (200)(7.3%) Total Operating Expenses 371,375 396 ,900 25,525 6.9% Operating Income 95,925 103,100 7,175 7.5% Nonoperating revenues (expenses) Interest on Investments 2,500 2,500 -0.0% Gain (loss )on disposition of fixed assets 0.0% Miscellaneous Revenue 0.0% Total nonoperating revenues (expenses )2,500 2,500 -0.0% Income (loss) before operating transfers 98,425 -105,600 7,175 7.3% Transfers in (out)(98,425)(105,600)(7,175)7.3% Net Income $-$-$-0.0% 22 2003 Budget Den Road 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Sales $4,394,000 $4,100,000 $(294,000)(6.7%) Cost of Sales (3,294 ,000)(3 ,075,000)219,000 (6.6%) Operating Revenues 1,100,000 1,025,000 (75,000 )(6.8%) Operating Expenses: Personal Services 338,600 358,547 19,947 5.9% Commodities and Supplies 12,800 13,600 800 6.3% Contractual Services 166,500 147,121 (19,379)(11.6%) Repairs and Maintenance 10,000 10,800 800 8.0% Utilities 23,700 28,400 4,700 19.8% Depreciation 7,000 2,200 (4,800)(68.6%) Total Operating Expenses 558,600 560,668 2,068 0.4% Operating Income 541,400 464,332 (77,068 )(14.2%) Nonoperating revenues (expenses) Interest on Investments 10,000 10,000 0.0% Gain (loss )on disposition of fixed assets --0.0% Miscellaneous Revenue 0.0% Total nonoperating revenues. (expenses )10,000 10,000 0.0% Income (loss) before operating transfers 551,400 474,332 (77,068 )(14.0%) Transfers in (out)(551,400)(474,332)77,068 (14.0%) Net Income $$-$0.0% 23 2003 Budget Prairie View 2002 Adopted Budget 2003 Proposed Budget Difference Percent Increase (Decrease) Sales $2,129,000 $2,125,000 $(4,000 )(0.2%) Cost of Sales (1,595,000 )(1,593,750 )1,250 (0.1%) Operating Revenues 534,000 531,250 (2,750)(0.5%) Operating Expenses: Personal Services 238,400 250,300 11 ,900 5.0% Commodities and Supplies 7,700 8,200 500 6.5% Contractual Services 157,100 150,300 (6,800 )(4.3%) Repairs and Maintenance 21,400 23,800 2,400 11.2% Utilities 23,500 27,800 4,300 18.3% Depreciation 2,700 2,300 (400)(14.8%) Total Operating Expenses 450,800 462,700 11,900 2.6% Operating Income 83,200 68,550 (14,650 )(17.6%) Nonoperating revenues (expenses) Interest on Investments 500 500 0.0% Gain (loss )on disposition of fixed assets --0.0% Miscellaneous Revenue ---0.0% Total nonoperating revenues (expenses )500 500 0.0% Income (loss) before operating transfers 83,700 69 ,050 (14,650)(17.5%) Transfers in (out)(83,700)(69,050)14,650 (17.5%) Net Income $0.0% 24