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File #: 24-634    Version: 1 Name:
Type: Presentation Status: Agenda Ready
File created: 4/22/2024 In control: City Commission
On agenda: 5/7/2024 Final action:
Title: QUARTERLY FINANCIAL REVIEW THROUGH MARCH 31, 2024
Sponsors: Finance Department
Attachments: 1. Agenda Cover Report, 2. rptIncomeStatement_all funds summary_03.31.2024, 3. rptIncomeStatement_Gen fund by category_03.31.2024, 4. rptIncomestatement_all funds detailed_03.31.2024
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TO: Mayor and Commissioners
FROM: Hugh B. Dunkley, Chief Financial Officer
THROUGH: Terrence R. Moore, ICMA-CM
DATE: May 7, 2024

Title
QUARTERLY FINANCIAL REVIEW THROUGH MARCH 31, 2024
Body
Recommended Action:
Recommendation
N/A - Presentation item.

Body
Background:
Attached are the financial reports for the quarter ending March 31, 2024. The staff summary below gives a brief overview of the budgetary performance for the City’s major revenue sources as well as an analysis of the year-to-date (YTD) performance of each fund and department.

General Fund Revenue Summary (69% of Budget Collected):

Total Revenue Budget: $187,773,534
Total Actual Revenue YTD: $130,194,081

§ Taxes {86% collected}
Year-to-date the City has collected $97.6 million in tax revenue (property taxes, utility service taxes, general business tax receipts, etc.). Of this total, $90.5 million represents property tax revenues; $4.3 million is for electric utility taxes; $1.7 million is for communications services taxes and $775 thousand collected represents business tax receipts. This reflects an almost $8 million increase from the amount of property taxes that were collected at this same time last fiscal year. Electric utility tax collections YTD increased by almost $624 thousand from the previous year’s collection.
§ Permit Fees and Special Assessments {60% collected}
$5.4 million collected year-to-date represents 60% of budgeted revenue for this category. Electric franchise fees constitute the largest revenue source within this category with $3.3 million collected YTD; $3.1 million was collected at this same time last fiscal year. The YTD amounts received for this revenue source represents 54% of the total amount budgeted of $6 million.
§ Intergovernmental Revenue {50% collected}
This revenue category represents funds received by the City for federal, state, and local grants as well as state revenue sharing funds (half-cent sales tax, state-shared revenue, alcoh...

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