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HomeMy WebLinkAbout2025 - General Fund Status Report FY2025 Q3 1 General Fund Status Report – FY 2025 3rd Quarter General Fund Summary For FY25, the City adopted a budget of $165.2 million in total revenue including transfers and $165.4 million in total expenditures. After carrying over human services and Charter Commission funds from FY24 and the debt elimination plan approved by Council, the total budget is now $174.1M. The City is currently projected to end FY25 with $22.8 million in unrestricted fund balance, equal to 14.2% of budgeted expenditures in compliance with City budget policies. The administration continues to monitor expenditures and seek necessary savings to maintain vital services while also making strategic investments to grow the City’s economy and strengthen the quality of life for residents, workers, business owners, and visitors. The general fund budget report is presented in several formats for informational value as follows. After a separate revenue summary, the City’s general fund is presented as formally adopted in appropriation detail showing personnel vs. operating expenditures. Revenue Summary General Fund revenue collected through the third quarter of fiscal year 2024-2025 were over $119.6M, 68.7%% of the budget. 0.0% 20.0% 40.0% 60.0% 80.0% 100.0% 120.0% Revenue YTD 2  Property Taxes (32.6% of GF revenue budget) are largely recognized at the beginning of the fiscal year. They were initially estimated to be $53.9M.  Income Tax (25.8% of GF revenue budget) collections were $27.2M (63.6% of its budgeted $42.7M).  Licenses and Permits (1.1% of GF revenue budget) are estimated to be $1.85M. The City has received 49.2% of the budgeted amount.  State Grants (15.6% of GF revenue budget) are budgeted to be $25.8M in revenue. Quarter 3 YTD is 57.9% of its budget.  Return on Equity (ROE) (16.8% of GF revenue budget) represents payment to the City from the Board of Water & Light (BWL). The contract is 6% of budget and we will receive the full payment budgeted by BWL according to quarterly budget allotments which are on track with the current payment schedule.  Charges for Services (6.2% of GF revenue budget) are trending slightly above the three- year average for the third quarter.  Fines and Forfeitures (1% of GF revenue budget) are budgeted to be about $1.6M. Quarter-to-date, revenue is almost $874K.  Interest and Rents (0.4% of GF revenue budget) are budgeted to be $660,000 in FY25. We have received 101% of our budgeted amount.  Other Revenues (0.2% of GF revenue budget) are a very small percentage of the General Fund budget and above the three-year average. 3 Expenditure Summary General Fund expenditures are on track across departments and non-departmental uses, with variation due to the timing of particular expenditures and transfers. City Clerk  Higher expenditure percentage due to the November election. Finance  Higher expenditure percentage due to the annual audit. Human Resources  Higher expenditure percentage due to having more staff than previous years. 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0% Co u n c i l In t e r n a l A u d i t o r Co u r t s Ma y o r ' s O f f i c e Me d i a C e n t e r Cl e r k ' s O f f i c e Ne i g h b o r h o o d & … Ec o n o m i c … Fi n a n c e As s e s s i n g Tr e a s u r y Hu m a n R e s o u r c e s At t o r n e y ' s O f f i c e Po l i c e Fi r e Pu b l i c S e r v i c e Hu m a n R e l a t i o n s & … Pa r k s & R e c r e a t i o n Hu m a n S e r v i c e s Ci t y S u p p o r t e d … Ci t y R e c o g n i t i o n s Expenditure YTD FY 2025 Adopted Budget FY 2025 Amended Budget FY 2025 Q3 YTD FY25 Q3 Percent YTD 3 Year Q3 Percent Average Property Taxes Non-Dedicated 40,375,000 40,375,000 40,574,184 Dedicated - Police 4,065,000 4,065,000 4,065,000 Dedicated - Fire 4,065,000 4,065,000 4,065,000 Dedicated - Roads 2,710,000 2,710,000 2,710,000 Dedicated - Parks 2,710,000 2,710,000 2,710,000 Total 53,925,000 53,925,000 54,124,184 100.4%97.5% Income Taxes City Income Tax 42,750,000 42,750,000 27,208,376 Total 42,750,000 42,750,000 27,208,376 63.6%64.6% Licenses & Permits Business Licenses 101,880 101,880 89,823 Cable Franchise Fees 900,000 900,000 365,154 Medical Marijuana Licenses 800,000 800,000 430,000 Non-Business Licenses 25,120 25,120 14,156 Buildings Licenses & Permits 23,000 23,000 10,897 Total 1,850,000 1,850,000 910,029 49.2%64.3% State Grants Public Safety 2,500,000 2,500,000 2,493,745 Other State Grants 1,475,000 1,475,000 1,453,846 Reimbursements 1,800,000 1,800,000 543,487 Revenue Sharing 19,075,000 18,575,000 9,419,812 Capital City Allocation 1,000,000 1,000,000 755,724 Total 25,850,000 25,350,000 14,666,614 57.9%63.4% Return on Equity Board of Water and Light 27,500,000 28,000,000 13,029,606 Sewage Disposal System 300,000 300,000 - Total 27,800,000 28,300,000 13,029,606 46.0%50.4% General Fund Revenues FY2025 Q3 YTD January 1, 2025 - March 31, 2025 FY 2025 Adopted Budget FY 2025 Amended Budget FY 2025 Q3 YTD FY25 Q3 Percent YTD 3 Year Q3 Percent Average General Fund Revenues FY2025 Q3 YTD January 1, 2025 - March 31, 2025 Charges for Services Fees 89,700 89,700 38,615 Services Rendered 1,800,700 1,800,700 1,840,713 Building Inspection Fees 2,125,000 2,125,000 3,213,877 Services To Others 54,400 54,400 58,724 Central Stores/Notary 2,000 2,000 125 Public Safety Services 163,800 163,800 123,752 Ambulance Transport Fees 5,450,000 5,450,000 2,755,769 Sales 2,200 2,200 1,360 Use & Admission Fees 617,200 617,200 494,302 Total 10,305,000 10,305,000 8,527,236 82.7%79.3% Fines & Forfeitures Fines & Forfeitures 1,576,000 1,576,000 873,716 Total 1,576,000 1,576,000 873,716 55.4%57.7% Interest & Rent Interest Income 445,000 445,000 453,923 Rental Income 215,000 215,000 213,371 Total 660,000 660,000 667,294 101.1%128.5% Other Revenue Donations & Contributions 131,500 131,500 75,116 Miscellaneous 157,500 157,500 99,922 Sale of Capital Assets 120,000 120,000 201,577 Total 409,000 409,000 376,615 92.1%81.9% Interfund Transfers In Interfund Transfers In 100,000 100,000 100,000 Total 100,000 100,000 100,000 100.0%0.0% Use of Fund Balance Fund Balance 175,000 8,836,133 - Total 175,000 8,836,133 - Total General Fund Revenues 165,400,000 174,061,133 120,383,669 69.2%73.7% Appropriations FY2025 Adopted Budget FY2025 Amended Budget FY 2025 Q3 YTD FY25 Q3 Percent YTD 3 Year Q3 Percent Average Council Personnel 541,858 541,858 410,269 Operating 193,843 221,612 97,237 Total 735,701 763,470 507,506 66.5%65.4% Internal Auditor Personnel 195,192 195,192 125,316 Operating 8,159 8,159 5,063 Total 203,351 203,351 130,379 64.1%56.2% Courts Personnel 4,823,927 4,823,927 3,377,527 Operating 1,494,273 1,494,273 734,521 Total 6,318,200 6,318,200 4,112,047 65.1%67.1% Mayor's Office Personnel 1,034,509 1,034,509 771,262 Operating 282,089 282,089 176,977 Total 1,316,598 1,316,598 948,239 72.0%70.4% Media Center Personnel 651,522 651,522 464,836 Operating 76,009 90,017 65,245 Total 727,531 741,539 530,081 71.5%66.0% Clerk's Office Personnel 1,152,251 1,152,251 962,398 Operating 801,810 801,810 485,771 Total 1,954,061 1,954,061 1,448,169 74.1%68.2% Neighborhood & Citizen Engagement Personnel 1,094,223 521,226 408,410 Operating 608,913 413,178 78,582 Total 1,703,136 934,404 486,992 52.1%61.6% Economic Development & Planning Personnel 3,883,414 4,456,411 3,076,571 Operating 2,760,027 2,955,762 2,617,487 Total 6,643,441 7,412,173 5,694,058 76.8%73.4% Finance Personnel 1,578,106 1,578,106 1,223,783 Operating 532,454 532,454 485,187 Total 2,110,560 2,110,560 1,708,969 81.0%71.3% Assessing Personnel 1,521,803 1,521,803 868,457 Operating 233,461 233,461 120,582 Total 1,755,264 1,755,264 989,038 56.3%57.2% Treasury Personnel 1,997,312 1,997,312 1,457,011 Operating 900,488 900,488 627,003 Total 2,897,800 2,897,800 2,084,013 71.9%67.3% Human Resources Personnel 1,847,163 1,847,163 1,337,412 Operating 679,126 679,126 428,527 Total 2,526,289 2,526,289 1,765,939 69.9%56.2% General Fund Expenditures FY2025 Q3 YTD July 1, 2024 - March 31, 2025 Appropriations FY2025 Adopted Budget FY2025 Amended Budget FY 2025 Q3 YTD FY25 Q3 Percent YTD 3 Year Q3 Percent Average General Fund Expenditures FY2025 Q3 YTD July 1, 2024 - March 31, 2025 Attorney's Office Personnel 2,407,024 2,407,024 1,580,630 Operating 300,998 300,998 198,395 Total 2,708,022 2,708,022 1,779,025 65.7%64.4% Police Personnel 47,833,586 47,833,586 35,117,255 Operating 9,284,341 9,284,341 6,737,147 Total 57,117,927 57,117,927 41,854,402 73.3%70.5% Fire Personnel 37,119,450 37,119,450 28,621,679 Operating 6,098,360 6,098,360 4,745,272 Total 43,217,810 43,217,810 33,366,951 77.2%71.7% Public Service Personnel 3,182,612 3,182,612 2,228,964 Operating 9,826,092 9,826,092 7,098,902 Total 13,008,704 13,008,704 9,327,866 71.7%67.1% Human Relations & Community Service Personnel 1,832,040 1,832,040 1,276,018 Operating 248,553 315,235 188,292 Total 2,080,593 2,147,275 1,464,309 68.2%61.8% Parks & Recreation Personnel 5,675,739 5,675,739 3,885,124 Operating 3,428,336 3,428,336 2,820,720 Total 9,104,075 9,104,075 6,705,845 73.7%64.7% Human Services Operating 2,235,000 3,719,414 2,262,419 Total 2,235,000 3,719,414 2,262,419 60.8%62.7% City Supported Agencies Operating 537,500 1,115,760 340,856 Total 537,500 1,115,760 340,856 30.5%29.6% City Recognitions Operating 10,000 10,000 2,919 Total 10,000 10,000 2,919 29.2%0.0% Non-Departmental Vacancy Factor (1,500,000) (1,500,000) - 0.0%0.0% South Lansing Distric Library 145,000 145,000 127,064 87.6%83.0% Deficit Elimination Plan Transfer - 6,490,000 6,490,000 100.0% Debt Service 1,346,312 1,346,312 19,630 1.5%17.7% Net Transfers 6,497,125 6,497,125 6,497,125 100.0%100.0% Total 6,488,437 12,978,437 13,133,819 101.2%50.2% General Fund Total Expenditures 165,400,000 174,061,133 130,643,843 75.1%70.6% Beginning Unrestricted Fund Balance 31,648,795 31,648,795 Due to Other Funds (6,490,000) (6,490,000) Human Services/Charter Commission (2,157,125) (2,157,125) Gun Violence Prevention/Council Carryforwards (175,000) (189,008) Ending Unrestricted Fund Balance 22,826,670 22,826,670 Percent of Operating Expenditures 14.4% 14.2%