Loading...
HomeMy WebLinkAbout2025 07 14 Budget Workshop_CM PresentationBudget Workshop July 14, 2025 Kevin A. Sweet, MPA, ICMA-CM City Manager Leadership Team Department Director’s Overall Budget Revenues FY 24/25 FY 25/26 Original Proposed Budget Budget Change General 24,656,628 25,262,907 2.5% Other Governmental 8,684,783 11,660,805 34.3% Enterprise 18,174,300 27,857,636 53.3% Sub-Total 51,515,711 64,781,348 25.8% Appropriations From Fund Balance 18,596,641 15,085,381 -18.9% Total 70,112,352 79,866,729 13.9% Based upon an operating millage assumption of 2.6200 mills, total revenues and transfers are projected to increase by 25.8%. Including appropriations from fund balance, a total increase of 13.9% is projected. Other Gov – Timing of ARPA projects, Solid Waste rate increase, TLBD increase Enterprise - SRF Loan proceeds of $5.4M Increase in Water, Sewer, Stormwater Utility rates. Organization Wide Sources of Funds Charges for Service 31.9% Approp from Fund 18.9% Ad Valorem Tax 12.5% Intergovernment 10.8% Other Taxes 7.3% Interfund Transfers In 2.6%Franchise Fee 3.4% Other 4.4%Licenses & Permits 1.3%Loan Proceeds 6.8% Source % of Total Charges for Service 31.9% Approp from Fund 18.9% Ad Valorem Tax 12.5% Intergovernment 10.8% Other Taxes 7.3% Loan Proceeds 6.8% Other 4.4% Franchise Fee 3.4% Interfund Transfers In 2.6% Licenses & Permits 1.3% 100.0% Overall Budget Expenditure FY 24/25 FY 25/26 Original Proposed Budget Budget Change General 26,691,028 26,614,195 -0.3% Other Governmental 18,054,015 19,140,141 6.0% Enterprise 25,268,347 33,252,398 31.6% Sub-Total 70,013,390 79,006,734 12.8% Appropriations To Fund Balance 98,962 859,995 769.0% Total 70,112,352 79,866,729 13.9% Total expenditures and transfers out are projected to increase by 12.8% in FY 2026. Inclusive of appropriations to fund balance, a total increase of 13.9% is projected. Enterprise – East Plant design $5.4M loan, timing of capital projects. Organization Wide Applications of Funds Personnel 24.7% Capital Outlay 32.5% Services 12.2% Utilities 7.5% Repair and Maintenance 9.1% Debt Service 4.7% Interfund Transfers Out 2.6% Other 5.5% Approp to Fund 1.1% Application % of Total Capital Outlay 32.5% Personnel 24.7% Services 12.2% Repair & Maintenance 9.1% Utilities 7.5% Other 5.5% Debt Service 4.7% Interfund Transfers Out 2.6% Approp To Fund 1.1% 100% Expenditure Highlights Personnel Costs FY 24/25 FY 25/26 Original Proposed Budget Budget Change General 15,057,514 18,163,480 7.30% Enterprise 3,510,810 3,577,335 1.90% Total 18,568,324 19,740,815 6.30% Included is 8% health insurance premium increase. Vacancies were re-evaluated, and job duties re-aligned to offset costs. Expenditure Highlights Operating Costs FY 24/25 FY 25/26 Original Proposed Budget Budget Change General 8,525,229 8,121,259 -4.70% Other Governmental 5,434,453 6,382,437 17.40% Enterprise 11,974,805 12,891,217 7.70% Total 25,934,487 27,394,913 5.60% General Fund - Operating Costs FY 24/25 FY 25/26 Original Proposed Budget Budget Change Information & General Gov't 2,612,743 2,566,877 -1.80% Community Development 1,832,860 1,667,317 -9.00% Parks & Recreation 1,609,325 1,567,085 -2.60% Police 1,702,916 1,613,670 -5.20% Finance 274,911 274,556 -0.10% Public Works 315,599 265,753 -15.80% Executive 176,875 166,001 -6.10% Total 8,525,229 8,121,259 -4.70% Each director was tasked with finding even small ways to reduce operating expenditures such as moving appropriate expenditures to other more restrictive funding sources. General Fund Ad Valorem Tax 37.4% Utility Tax 15.4% Intergovernment - Half-Cent 10.6% Franchise Fee 10.2% Intergovernment - Rev Sharing 6.0% Communication Service Tax 6.2% Interfund Transfers In 3.1%Other 6.0% Approp from Fund 5.1% Source % of Total Ad Valorem Tax 37.4% Utility Tax 15.4% Intergovernment - Half-Cent 10.6% Franchise Fee 10.2% Communication Service Tax 6.2% Intergovernment – Rev Sharing 6.0% Other 6.0% Approp from Fund 5.1% Interfund Transfers In 3.1% 100% General Fund Sources & Applications Original Budget Budget Source FY 25 FY 26 Ad Valorem Tax $9,420,926 35.3%$9,959,815 37.4% Utility Tax $3,849,900 14.4%$4,097,048 15.4% Intergovernment - Half-Cent $3,106,716 11.6%$2,830,000 10.6% Franchise Fee $2,917,296 10.9%$2,719,800 10.2% Intergovernment - Rev Sharing$1,813,539 6.8%$1,600,000 6.0% Communication Service Tax $1,547,394 5.8%$1,650,000 6.2% Interfund Transfers In $737,008 2.8%$814,908 3.1% Charges for Service $568,954 2.1%$618,086 2.3% Miscellaneous $406,000 1.5%$703,950 2.6% Fines & Forfeitures $99,600 0.4%$100,000 0.4% Other Taxes $90,000 0.3%$120,000 0.5% Licenses & Permits $23,200 0.1%$27,000 0.1% Intergovernment - Other $76,095 0.3%$22,300 0.1% Approp from Fund $2,034,400 7.6%$1,351,288 5.1% Total Sources $26,691,028 100.0%$26,614,195 100.0% % of Total % of Total Original Budget Budget Application FY 25 FY 26 Personnel $15,057,514 56.4%$16,163,480 60.7% Other Operating $2,481,542 9.3%$2,460,960 9.2% Repair and Maintenance $2,086,595 7.8%$1,738,710 6.5% Capital Outlay $1,893,285 7.1%$1,054,456 4.0% Services $1,586,128 5.9%$1,607,553 6.0% Interfund Transfers Out $1,215,000 4.6%$1,275,000 4.8% Supplies $1,018,229 3.8%$941,310 3.5% Utilities $1,001,739 3.8%$997,298 3.7% Fuel $275,996 1.0%$300,428 1.1% Grants & Aids $75,000 0.3%$75,000 0.3% Approp to Fund $0 0.0%$0 0.0% Total Applications $26,691,028 100.0%$26,614,195 100.0% % of Total % of Total General Fund Fiscal Policy Test GENERAL FUND FISCAL POLICY TEST Each year, the General Fund is tested to determine if the fund complies with three internal fiscal policies/guidelines as follows: 1.That sufficient recurring revenue exist to pay for all recurring costs, thus avoiding the use of non-recurring revenues and fund balances to fund recurring costs. 2. That sufficient recurring and non-recurring revenues are available to fund non-recurring costs. 3. That the 25% fund balance policy is being maintained (fund balance equal to or exceeding 25% of personnel and operating costs). All three policies are being satisfied for FY 2026 QUESTIONS