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HomeMy WebLinkAboutDocumentation_Regular_Tab 09_4/14/2022Agenda Item #9. Regular Council STAFF MEMO Meeting: Regular Council -Apr 14 2022 Staff Contact: Jeremy Allen, Village Manager Department: Manager Manager's Report Through March 1. The Financial Reports presented above are unadjusted and unaudited. The Village considers revenues available if collected within 60 days of the current fiscal period. This means that there are additional revenues and expenditures that have not been recorded to date and that will be recorded once year-end adjustments are completed. Additionally, during the year, revenues and expenses are recorded on a modified accrual basis (similar to a cash basis). This will result in significant differences between our beginning balances in the enterprise funds (water, refuse and recycling and stormwater) and the adjusted ending balances as these funds report on a full accrual basis. 2. Property Taxes — collected at $7.7 million, which represents 94% of the budgeted amount. It is $564 thousands (8%) higher than for the same period of the prior fiscal year. Historically, 91 % of ad valorem tax distribution receipted by the end of February. 3. Sales/use taxes (39%), which include local infrastructure surtax, insurance premium, utility, communication service and local business tax, fell below budget target due to the distribution to be one/two month behind the collection/reported period and Insurance premium tax ($263 thousand) to be collected at the year-end as one distribution, with the exception of the Local Business Tax collected at 94%. Sales/use taxes are on target for five month's collections. 4. Intergovernmental revenues (47%) which include municipal revenue sharing, half -cent sales tax, and local gas tax distribution to be one month behind the collection/reported period. It is above budget target for four month's collections due to the increased State revenue collections. 5. Local discretionary infrastructure surtax(39%) - collected at $184 thousand, which represent 39% of the budgeted amount for only four month's collection/reported period and is slightly above target for four month's collections due to the increased State revenue collection/distributions. 6. Revenues (Budgetary comparison) recorded in the General fund represents 61% of budgeted due to the distribution nature of Ad valorem taxes collected at 94%, representing 73% of overall General fund revenues at 3/31 /2022. 7. Overall Expenditures (Budgetary comparison) in the General Fund represents 41 % of budgeted. Not all the expenditures recorded for the services provided up to 3/31/22 and personnel expenditures recorded as paid not when accrued. Page 258 of 501 Agenda Item #9. 8. Revenues (Prior year comparison) all funds decreased due to loan proceeds recorded in FY 2021 ($6.9 millions) and offset by Ad valorem taxes collected $564 thousand higher than same period of prior year. 9. Expenditures (Prior year comparison) all funds has increased by $2.3 million (22%) due to debt service for capital projects and Recreation Facility project expenditures. This document and any attachments may be reproduced upon request in an alternative format by completing our Accessibility Feedback Form, sending an e-mail to the Village Clerk or calling 561-768-0443. BUDGETED AMOUNT: NA AVAILABLE AMOUNT: NA EXPENDITURE AMOUNT: NA Additional Budgetary Information: Funding Source(s): NA NA March 2022 Managers Report.ADA Mar 2022 reports Grant Worksheet 3-30-22 Page 259 of 501 Agenda Item #9. rl_ 00 00 rl_ O ,:1- Ln � O fV N M rl (V r-i M M N r-i N 00 M r-i Ln M 00 O r-i (V lO 00 Ln CV N Ln r-i O l0 M r-I 00 00 r-i r-i CV N M Ln N rl O N r-i M rl M M 00 l0 r-i Oq�t N Nr- r-I r-i rl N N N to M N N r- N Ln 00 to rn 00 N Ln O O N Ol t N O o0 r- N N lO O r-i Ln qt r-I 00 M O Ln M M al Ln Ln r- m 00 r-I qt qt Ir-i Ir-i r-i r-i Ln � r-i O r-i r- M N N N 00 r- Ln 00 M N l0 r-i Ln N rl N r-I r-I N N r-I N N N — � O — � O � � H r-1 H N N N N N \ N N Ln r-i lD R:I- 00 Ol O � � lD O 0 00 0 r-1 00 00 00 M M 00 Ln Ln qt l0 lD r-I r-i N O M M O 00 00 O 00 rl r� N N lD r"O N r-, N M r-1 M r-1 rl rl r-1 (V rl Ln lO r� � r-I N N N N s s cO c r- Ln r-I r4 M N r - N Ln fV � O Ln a) r-r r-i M N cO c Ln Ln N lO Ol r - � N Ln MM r� r� oo M M L L V V i O O�G 4-0 � E E i M M C 0 G� bA N � O m N 4-0 t N V N UO Ln W a) a) � Q) L N . Ln a_' In i 0 Q) E (n w cn C0 i DC D_ W a-1 U � c6 . = 4- N a N ?� Q) U c O c\i� m Q Q) O a) — v > Q }, O �p \ O V N � N � L � N W � a) a_O -0 O N E L Q) t]A N }' \ Q) -0 0 v cn O U� N 4-1 O v a1 Q O °� � u v O N c6Qj }'V) -2 a H: .2 J O 4- � C oI N .2 EO D U c% G N � C6 ' (� c~ C - C� M ' U u Q 0 a) 0 U U V) }' N O O C 0- 0_ LL Q LL O � O 4- � co U \ N w N w N w cn w W— cn N C Q) DC W N N M N.— U \ U L O � Ln Q m C O v s °C cn ca cn ca cn ca cn c� }' v v _� ate--+ L O a-+ +_+ Q m w a) 0 U U U a) U aC6 L + U UL t a" lO _0 _0 -a _0 _ a) a- 0) Zcl:� Q) O U� � LL a) oC O U� O a) I U > O aj 1 w O I Ucf� a) a) o-1. a) oC �: LL LL U co O U O Zcl:� � au — O 0 O 0 O 0 O U Page 260 of 501 Agenda Item #9. r-1 � 00 1�t � 00 r-1 N O M N � N r-1 W M Ln N N r*- N O M M Ln N n 9.0 O lO r-1 Ln ri 00 Ln N r-1 N I� R:I- O r-I Ln Ol Ql 00 r-I Vf N N N �O Q0 00 lZ r-I Ol o o � \ N � \ N N N 00 CV 00 Ln al r- r- r- ern 00 N r-I O r-i M N O 00 O CV f- Ln lD O I� lzt M r-1 M l0 N N N 00 00 qzl- R:I- Ol In r-I qzt 00 O r-1 `� O rM-� o O f� M r-1 Ol r-I N N No N No l0 w r-, � � i i +r \ N N �l I� l0 r-1 Ln CV O N (V 00 N O 00 M N M I� I� M M Rt qt IZT 00 00 ri r-I r-I r-I N lD M M I� r1 N Ln lD r1 Ln ++ ++ M M M l.0 Ln L L GJ �7 N O N O r-I 00 O N r-1 M [V O Ln S O '1 00 r-.M N I- 00 O r1 Il_ N O1 1.0 00 O r1 O CV r1 O O (*I 4-j 4-J � C L L V V ca +-J v 07 v O> O N av N U C: OJ Or- OJ Ca V � � N L.L D_ O \ ate+ O : V O U O > + +� O C: :3 O L c6 U w � _ � ca C cn £ N [6 4-1 O v +•+ 0= O O V � U N cn _cu M � ;� 4- U ra C2A O +-' O O V CON •N U N LuLn U _ N N c6 N ro O X � N > c6 cn p E a a� � w � v c6 N — o > > +, Q N O V > w c� M '� bD � Q 4-J i dJ 07 C cvn � N L N N V N M ++ � M > V N O a-J V) � N (0 cn UO N •cn M— MC7 0 DC O N p� C U O= vi O Q Q Mi M N }' }' V)ULn tvo w }' Fu — N o_ N E O N O . N O l0 ate+ \ V)Z NV) c6 clo� i +, O Q N U N C6 4- 4-� p C O U > Q N GNJ aj 2 Q +�-+ O ++ W N }' 0 .O X\ X O E� 2 v O — LL 0 GC i .� w cn O U qA v ca > O v 2 > E N U O +� Z ca ai J CO O N 0 0- 2 Q N C) U� DCru � o- cr i i >>' U Page 261 of 501 Agenda Item #9. M M "zi- M M � kJ0 � r-i M k.0 M M 110 00 lD r-� rn :I- M � rl_ "Zi- M Ln 00 m m Ln N N r-I o r-I M 00 � r-I 1:t rrn (V r-1 I� N 00 r-1 (V RZI- N 00 O r-I 00 O p H p \ +-+ ate•+ � M o p 0 p 0 p ~ O ~ O N N 00 00 lD M N Ln r-1 lD Ln O 1�t M lD Ln O M fl- M I D Ln O 00 cM I*- Il- 01 CV O Rt M ::I- N r-1 O qt r-1 N lD qt rl- qt r-1 r-I r-I N r-1 r-I r-1 r-I Ln c Ln r-I N N dlLn o N cm r4 M N M N p O o\i O o\i o\° O ~ O ~ O 3 U Q l0 00 M M O M� M M r1 r1 00 fV I- 00 r-1 N M r1 N CV lD N M lD CV r-1 M M r1 M o r1 Ln (V Ln r1 00 00 O C r1 r1 r1 N O r-1 Ln Q � 0 0 Q0 O O Ln H H Q0 o L L O O M � M � O M Ln N a) M r1 0 N M I� 00 M M (.r-l0 00 O M r r-1 O LO Nr-lr r-1 N L() r1 0 C Ln N M N � _ � O O O c c fa rMI r_ r � Q I L V L V N aJ � N O � � N \ � C C V M N M H OC cn C cn cn O p� O 4-1a) H 'A v� fa 'N O i O =3 m bz a) +� ° z ul O O o C O O +-+ cn CO i N E M o o Q Ln v V) • E > w ra — Ca _0 N C6 O 0 N V _0 Q N U cn C 0 a) ) — > > � V) Nz LU U� UaZ x . /) cacn N O\CALL kn Ln +N N� cn LL _ N U V O ' 2 O cn _0 � c O DC �' p U `n N w O � U O O ca (U cn aU U C O 2 C37 O 4- � 4-J L V M CL Ln +J 4-1 : v M —oc, p E CD N w to U O ) � `n} Qca z `p s n � a, ` Qv � oc ocQo E U o 4-1 vo aO a) > O O Q O O a- LU w w U- J O a-� w � M w Z o Q — a)awww 2 Page 262 of 501 Agenda Item #9. N -0 M }' N 0 � 1�0 r-i � O O m m N Qo N O u1 0 0 O O 0 0 0 O L n o O O N O O o O O rn 0 o 0 0 � w 0 0 0 0 0 O 0 0 O 0 o O � 'n m� Ln N r-i l0 � 00 m N ri ri N M �° Ln Qo Ln r-1 O N = � O � � N � fa O N O O OO OOOO>> O OO ++ N O N O O Ln N l0 M N I� N r-I 00 r-I L.0 Ln 0 r-I Ln r-I r- r-I O O 00 O O Lll 0 c-I N > c� � O O M 00 O 0 M 00 Ln O O O N O 0 O� O 0 0N L CYl Ln N M Ln r-I N I- 00 Itt Ln ri M cO c 0 0 0 O 0 O 0 Ln M 0 0 0 0 0 On 0 0 0 Ln L V .O � L M � M d N � u 0) O O = 3 D M O N H = M O \ O LL N to cz c co M +r o 'L U cu a v v o +, N /� U U `� O O � /1� Z H U M U N '� _ r c N E!E U E� N ca _M L ru m U M �' 3 N NO vNi L- N ca Q O L p Ln (D v Ln O O O U N N cn U v.pQj _ C) 10 c6 � 05 C: O j�L �L- � O o CL +�-+ ++ L a-J L O u Ui �� N . . % ^ U U ru _ v O . v > > -0 CN L. U a) U a) U U u O � i }' M > > Oj O p c . �p a oc DC Q CC LL U U � cn ( Q Vf LLLL = (J) m w LL L U Page 263 of 501 Agenda Item #9. O M �0 Ln O Or-1 r- O O Ln M O N O1 N 00 00 Lr) OQ0 M Mrl- I- f V V 00 M r-I N O 01r-1 N 00 r-I r-I M N M � O Ln f V M fV r-I N L r) r-1 r-I O N M 01 ry) N M LL) Q \ N O N r-I cc O O N N 00 � � N (V O 00 O 00 O O O o0 Or HN00 Or Or � M Ln N M r-I M O1 l0 O � M O 00 ri r-lM -I -I -I � Ln N M Nw Rt w Rt N GJ o O (V u1 I- O CO O Ln Ln (Z cV 00 OZT O Il Ln O � O M O O) O Ln Ln 00 qt � lA (V O Ln OO r l 0) O O O M V L � M N M N \_ M (� O W `� Un Ln o c-I Ln N M r� o r� O O L 00 Ln M o M w� O O M m M (N N r� M Rt 00 U Q L M a = M i M � � 0 m •O L M a aai E aj � E +, 0 a-+ Rt i C1A C O . Q N N ' U >- w 07 +, O 0 a� FO U Q) v U O -W Ln 0-0 `'' c O N a� V 2 0_ U ca }+ O +-' C �N i N iJ N N O m ate+07 qA N OC Y-0 E_0 E E — N c 0 N Ln ' M= av+ ro U L N Ln O N cn cn cn C> U — }' C N V) � CA(A OQ cNa C L J a) �O' DC p U 0 0 U O — .DU O M un — 03 O EFE -P 4_ f0p cnM i W C U aj 0 N � Q vL E Oo DC a LE " I " I "M V oC cn > vim) w U U 0. Q I J-0i Page 264 of 501 Agenda Item #9. o ri �n ri �n Ln cV O M N Ln O M y� rl N O Lnn M +�.+ N \ M rn o 0 r1 o (n M � r1 � M � M M M N M � rn o t 00 m O ri o � r1 00 � N � o M N N r1 � � r- � �n N ^ r' N r- � N Ln M ++ O N N ~ ~ O O r1 O N O N lD O �� N M M l0 O N �n 00 lD O O O Ln N N ri ri O ++ \ Ol O M r-I r-I N ko M r-I M 00 r-I 00 r-I I_n M l0 r-r O M O �' O L.O k.D M Ln M f V r-♦ r-♦ r- f V M r-I rq N r Ln M 0 M M a o6 \ O 00 Q�0 0 0 O N 00 O fV r-I CV 00 O 0 Ln 10 M lD � 0) r1 CT r-I ON (V 00 Q M M N o r-I Ln 0 (V n � CV M r-♦ � ry.� r-♦ lD r-♦ CV N lD Zt Ln M r-♦ r� M 0) � --1 --1 N O M M O O Ln � � O O t � i O CV c� U. M rn M �n r-I � O O 00 O 00 O �D O lD 1n QD M 00 O r-I � r� O r-♦ N 00 r-♦ (ID 1n r-♦ M 3 �n N � 2 Ln w � C N L u +� v O E CaA H � 0 N Q N L 4 V v •� a o tw w E C E Ln L 0- v v E QJ U � U � f6 +-+ W � L w -0 v. U L N av+ O U' N 00 _0 0 fB N 'L Ln Ca v In v fII +' C: N a) E_ — '� cn w E w N N o� E (D L +� L 4 .� s� _ 0 U U N _ a_N >- (n 4 i O raA : V) N M_0_0 aJ L aJ dJ -0 N N N C M N U C6 _0 N C: c/) -r C3A .L N O w L D O U L O r-I N .L N NLn N N N Q � _ . (n L — Q ._ C6 ca a-1 +� M � r-I 00 _V > N • a--+ a-) a--+ � U O • +j +j � — M +.+ O C1fJ O O O L N C f6 w N cn � In N Ln C6 (n v (n v (n v L- (n a) w N N b.0 L •c6 CL O _ -r tv0 O -0 N V � — •C( }' v CaA � — C6 U I � U U O U U O L (n O OL L L Ln L L Q M � Ln N a--� N O J L >- C ' JO N +, C CU cn N � _N � a--+ L N Q v Q w Q O N Q� cn }' O a--+ (� O O 4-J O L _ +-� D >, a--� 0) --- •CAA 4J +, U -0 C a-•+ U L N O Q O L O L O L O O L � M - " C6 O a--+ w CAA Q) C6 - a--+ O a--� w — +'� Ln a) N• > p L v CLA O N QJ O n- � 0- LL � in cn � > m cn cn 1L V) � w w Q U O Page 265 of 501 Agenda Item #9. 00 O k.o Ln O M M Ln B 00 Q \ Q \ 01.0 M Ln w kJO l- Q \ Q \ Q \ Q \ r--i N R* kJO Z Z l- ri N ri 00 Z Z Z Z Q Q Z Z 00 M M O N N al r-1 M 00 Q O 00 to � Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q N Z O � z \ Z \ Z \ Z \ Z \ Z \ Z \ \ \ \ \ \ \ \ \ Z Z Z Z Z Z Z Z Z ro ro N N O lD 00 Ln r-I � j r� N 00 N l- O O Ln r- r-I � � �n Ln 00 N N � M r-1 O Ol M rl l0 I� M 00 r-1 Q M Ln 00 Q M r-1 M O -j N c-I M � k.O � N r-1 N r-1 M � N M , N M Cn k.0 Ln M r-I r-I O r-I c-I00 M M 00 I� Z 00 F, Z O O r-I N M O l0 Ln O N M Ln 00 (V Ln � I\ M M M� M� CD M M M r-I (D I\ Ln N � O r4 N 00 00 M M M Q -i I� N Q On Ln Ln � � Ln Ln 00 � Ln lD 00 M Z `� N Z � i co N ^ C N cu U 4-j E •0 E E ^ � O N E C O U E O U +_+ 0 O a--+ oi O C/1 W N f6 p -C cn a)f6 f6 ° Q p cn Q) Qj E +j O Q — = C6 Qj Q) > N C6 cn N a--+ N \ 4-j L — .Q N •N i U O N (AO M _0 N N v °a v ° ( ° > o ' ° ° 0 4 0 ay o u J > o NqA O O O Ca C vi t1A U vU O N ate--+ M M XN O Cl) O N N L7 I.J A J LL v � a. ° N �C o cn p o a..+ Ln ru C 4A m v N N N N i a.. ' N � 4-1 > > Q funn Q bz 0 cn Uu E N N p C6 — Q .S v \ -0 ° U ° U J `� u DC O �' � '� N N N N 1 3 O O O — v) N � N N O \ cn cn cn w f0 f0 C `~ >� i CAA � '� � +-+ _ p � O N N � N ate+ +�+ can cNn +_+ N U N 0 i i O 0 f0 C C N Ln N `. O p LL O a i O N }' C 0 U O Z O O 0 d d v 0 00 *k N E O U E E E C ?: N N E *k O N D� N +-' a--' ate--+ N i C co V) v i6 0 N to CB N r C N cn C }' i > `n w ° U N cn C C O E i— f6 O — U (0 O .� M DC O .N qA M - aA tZ0 [0 0 N f6 tv0 C +, M O LL L E O C N C w f6 o' N _O (n Q — ) C37 \ \ \ cn 4 C p O L 0L i w E C 4J 0 4J C C w— .__. N s 1 L to a) Q a0 y= a� • � u -° U ago an E O M M N C o 0 p v•� +� +�-+ O CLO a� J — m C a,o C6 C 4J C c0 +- = .0 U ru LL M 0_ M D_ — ru� aJ — U — $ c0 +-+ X 0 ( Q J J 9 Q Q Z M LL Z Page 266 of 501 Agenda Item #9. 00 I- M CD M to =_ •M O rl 0 0 E� N N O _ to m U 0 4-J ate+ \ 4-' a) f0 O O O OU ~ N O C +-+ _O N N U c N a) C Q L E =3 _U .� 4-N N O U ai C O - N Q Q Q Ln z N Ln aJ a i • U C i w N a••+ N z z Q C 0 0 .� w c6 U E c ai L O_0 U Q v ai ai N N N � o v ,ai w .c V)•ai u On O aj U E N }' U C .0 aJ N ro E 2 Q 0 - p_0 E p �+ 0 0 `_' N U •U O O z M M N � cV M O O �, —_ N a H . U f6 M NQj N a- 07 -00 C v O Q C N 0- +-+ D 0 C -0 c0 M -0 v v v U a- o o Q �� o � ao � L � L C C Li -- o }' p .� O •E -�e bn v N t ++ i Q i N Ln C M •L v O O z N� N O N N O O O CA w -0 O -- p � N C 4-J0 C6 cB N Ln M as N _Q O Ln O N� C E C +, N W tw cn i a 4A v� m q0 L Q U Q +, O �A O 4-J L L cn O Oaj N Qj N vi QJ = E - N f C Q O O - N —(A a) 0 C: cn — aJ r-I a)(A N E ro N u L C6 aJ }' . 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Ln a cn N +6 c > O U ra cO ) 4A U ° a) C o N Ln w ua) p _0 aCO)O C E ca tov)U(IJ Lf) �bDCvU> �0 -0 ++ U f6 ) 1 ra N aj • aj .. C .. C .. C O +� O tto 'c�n, > a4)A Cca M bn wc Q a a Ln V) O �} O O 06 C M OJvU C }O' aj U0tab O m m c v c a) a� aj v v _0 � � OW u UOp GO w I w w _U C Ln -0-0 m E m cn = M M cn a Page 267 of 501 Agenda Item #9. Page 268 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB : Tecruesta Fund 001 GENERAL FUND GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Due from Other Funds Inventories Prepaids Other Assets - Current Other Fixed Assets Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Due to Other Governments Deferred Revenue Other Current Liabilities Customer Deposits Noncurrent liabilities Total Liabilities *** Fund Balance *** F/B - Reserved for Inventories F/B - Res for Encumbrance F/B - All Other Reserves F/B - Unreserved - Designated F/B - Unreserved/Undesignated Fund Balance - Nonspendable Fund Balance - Restricted Fund Balance - Committed Fund Balance - Assigned Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 3, 601, 290 . 21 6, 025, 786. 51 296,535.05 0.00 78,329.75 366r664.91 0.00 0.00 10,368,606.43 469r932.95 177,157.35 0.00 0.00 1,183.09 82,622.81 238.47 0.00 0.00 731,134.67 0.00 0.00 0.00 0.00 0.00 732,799.97 364,007.00 500,000.00 55,709.00 4, 553, 863. 61 6,206,379.58 6,206,379.58 3,431,092.18 9,637,471.76 10,368,606.43 Page: 1/8 Page 269 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 101 BUILDING FUND GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Inventories Prepaids Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Due to Other Governments Total Liabilities *** Fund Balance *** F/B - Unreserved/Undesignated Fund Balance - Nonspendable Fund Balance - Restricted Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 1,043,142.02 0.00 14.73 239.23 2,830.58 1,046,226.56 5, 569 . 12 (27, 213. 48) 111,788.24 90,143.88 0.00 11,454.70 864,932.12 0.00 876,386.82 876,386.82 79,695.86 956,082.68 1,046,226.56 Page: 2/8 Page 270 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 301 CAPITAL IMPROVEMENT FUND GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Due from Other Funds Prepaids Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Total Liabilities *** Fund Balance *** F/B - Res for Encumbrance F/B - All Other Reserves F/B - Unreserved - Designated F/B - Unreserved/Undesignated Fund Balance - Nonspendable Fund Balance - Restricted Fund Balance - Committed Fund Balance - Assigned Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 158,689.08 0.00 0.00 0.00 0.00 158,689.08 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 59,172.00 262, 429. 00 31, 690 . 26 0.00 353,291.26 353,291.26 (194 , 602.18 ) 158,689.08 158,689.08 Page: 3/8 Page 271 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 303 CAPITAL PROJECTS FUND GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Due from Other Funds Prepaids Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Total Liabilities *** Fund Balance *** F/B - Res for Encumbrance F/B - Unreserved/Undesignated Fund Balance - Nonspendable Fund Balance - Assigned Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 658,930.71 0.00 0.00 0.00 0.00 658,930.71 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2,550,094.11 0.00 2,550,094.11 2,550,094.11 (1,891,163.40) 658,930.71 658,930.71 Page: 4/8 Page 272 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB : Tecruesta Page: 5/8 Fund 401 WATER FUND GL Number Description *** Assets *** Current Assets Cash and Cash Equivalents Investments Accounts Receivable Special Assess -Current Special Assess - noncurrent Due from Other Funds Inventories Prepaids Other Assets - Current Land Other Assets - Non Current INFRASTRUCTURE Buildings Improvements Other Than Bldgs. Machinery & Equipment Construction in Progress Intangible Assets Other Fixed Assets Deferred Outflows FIXED ASSETS Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Due to Other Governments Deferred Revenue Current Portion of Debt Other Current Liabilities Customer Deposits Noncurrent liabilities Other Long Term Liabilities Def Inflows of Resources Total Liabilities *** Fund Balance *** F/B - Res for Encumbrance F/B - All Other Reserves F/B - Unreserved - Designated F/B - Unreserved/Undesignated N.A., Inv in Cap, net of debt Net Assets, Restricted Fund Balance - Restricted Fund Balance - Committed Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 0.00 2,376,574.20 4,041,477.56 605,913.75 0.00 0.00 0.00 227,480.45 30,172.69 0.00 83,335.00 83,335.00 15, 249, 991. 62 224,255.54 24,662.40 306,345.95 216,729.93 8r 038.08 0.00 548,103.80 0.00 23,943,080.97 60,141.73 (167, 541 .03) 0.00 0.00 251.53 0.00 391,728.09 0.00 41,045.71 2,344,386.67 415,756.86 478,636.00 3,564,405.56 0.00 0.00 0.00 0.00 11,584,763.87 0.00 376,728.00 500,000.00 7, 760, 148 . 90 20F22lr640.77 20r22lr640.77 157,034.64 20r378r675.41 23,943,080.97 Page 273 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA Page: 6/8 sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 402 REFUSE & RECYCLING GL Number Description Balance *** Assets *** Cash and Cash Equivalents 337,191.31 Investments 0.00 Accounts Receivable 0.00 Other Assets - Current 0.00 Total Assets 337,191.31 *** Liabilities *** Accounts Payable 0.00 Due to Other Funds 0.00 Total Liabilities 0.00 *** Fund Balance *** F/B - Unreserved/Undesignated 0.00 Fund Balance - Unassigned 94,283.76 Total Fund Balance 94,283.76 Beginning Fund Balance 94,283.76 Net of Revenues VS Expenditures 242,907.55 Ending Fund Balance 337,191.31 Total Liabilities And Fund Balance 337,191.31 Page 274 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB : Tecruesta Page: 7/8 Fund 403 STORMWATER UTILITY GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Due from Other Funds Inventories Prepaids Other Assets - Current Other Assets - Non Current INFRASTRUCTURE Buildings Improvements Other Than Bldgs. Machinery & Equipment Construction in Progress Deferred Outflows Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Due to Other Governments Current Portion of Debt Other Long Term Liabilities Def Inflows of Resources Total Liabilities *** Fund Balance *** F/B - Res for Encumbrance F/B - Unreserved - Designated F/B - Unreserved/Undesignated N.A., Inv in Cap, net of debt Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 76,103.25 0.00 82.33 0.00 885.05 517.71 0.00 0.00 2,003,395.44 0.00 0.00 17,118.63 0.00 25,859.00 2,123,961.41 9r430.33 (12, 400. 13) 0.00 0.00 0.00 0.00 14,769.37 10,773.00 22,572.57 0.00 0.00 0.00 1,236,387.06 740,011.78 1,976,398.84 1,976,398.84 124,990.00 2,101,388.84 2,123,961.41 Page 275 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 605 SPECIAL LAW ENFORCEMENT GL Number Description Balance *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Inventories Prepaids Total Assets *** Liabilities *** Accounts Payable Due to Other Funds Total Liabilities *** Fund Balance *** Fund Balance - Nonspendable Fund Balance - Restricted Fund Balance - Assigned Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance 201,887.76 0.00 0.00 0.00 8,540.61 210,428.37 3,883.37 0.00 3,883.37 13,352.35 143,688.75 0.00 0.00 157,041.10 157,041.10 49,503.90 206,545.00 210,428.37 Page: 8/8 Page 276 of 501 Agenda Item #9. VILLAGE OF TEQUESTA Cash &Investments Unadjusted Unaudited 3/31/2022 General Fund #001 Building Fund # 101 Capital Improvement Fund #301 Capital Projects Fund #3 03 Water Utility #401 Refuse &Recycling #402 Stormwater #403 Special Law Enforcement #605 Total Cash and Investments SBA Prime Cash Investments Total $ 316011290 $ 610251787 $ 916279077 190431142 0 110431142 1581689 0 1581689 658,931 0 658,931 213761574 410411478 614181052 3375191 0 3375191 761103 0 761103 20108 0 20108 $ 814539809 $ 10,0679264.07 $ 18,5219072.61 Page 277 of 501 Item #9. VILLAGE OFTEQUESTA kgenda REVENUE REPORT -UNADJUSTED, UNAUDITED 3/31/2022 YTD BALANCE I YTD BALANCE DESCRIPTION 3/31/2021 3/31/2022 VARIANCE %VARIANCE NOTES REVENUES Fund 001 - GENERAL FUND General Property Taxes 7,087,571 7,651,511 563,940 7.96% Historically, 91% receipted by the end of Feb-94% now Sales & Use Taxes 663,559 739,067 75,507 11.38% State revenues distributions increase Franchise fees - gross receipt 235,484 199,536 (35,948) -15.27% Timing in revenue recording Licenses & Permits 600 690 90 15.00% Grants - Federal 160,109 11708 (158,401) -98.93% Differs from year to year Intergovernmental Revenue 3641447 425,598 61,151 16.78% State revenues distributions increase Chgs for Services - Gen Gov 3371488 295,067 (42,422) -12.57% Decrease in large projects - land development fees Intragovernmental Revenue 515,648 428,171 (87,477) -16.96% Decrease in admin fees from Water fund Rents & Royalties 115,814 119,388 3,574 3.09% Contributions & Donations 0 3,350 3,350 100.00% Differs from year to year Miscellaneous Revenues 9,486 2,834 (6,652) -70.13% Chgs for Services - Public Safety 684,602 540,159 (144,443) -21.10% Timing in EMS fees recording, plan review fees decrease Fines & Forfeitures 15,325 10,349 (4,977) -32.47% Impact Fees 8,233 9,602 1,369 16.63% Differs from year to year, decrease in new projects Grants - State 13,605 12,102 (1,503) -11.05% Differs from year to year Charges for Services - Recr. 535 699 164 30.74% Transfers In 31,994 0 (31,994) -100.00% Differs from year to year Unrestricted Investment Earning 3,453 21431 (1,023) -29.61% Interest rate decrease Other Financing Sources 174,219 965 (173,254) -99.45% Capital lease, sale of assets differ from year to year Total General Fund 10,422,172 10,443,225 21,053 0.20% Fund 101 - BUILDING FUND Licenses & Permits 602,826 412,966 (189,860) -31.49% Decrease in large projects Grants - Federal 1,813 0 (1,813) -100.00% Differs from year to year Charges for Services 7,031 450 (6,580) -93.60% Admin fees from other gov depending on projects Miscellaneous Revenues 0 56 56 100.00% Unrestricted Investment Earning 561 162 (399) -71.12% Total Building Fund 6121231 4131634 (198,597) -32.44% Fund 301 - Capital Improvement Fund Unrestricted Investment Earning 211 54 (158) -74.54% Total Capital Improvement Fund 211 54 (158) -74.54% Fund 303 - Capital Projects Fund Unrestricted Investment Earning 1,092 405 (687) -62.92% Other Financing Sources 6,890,000 0 (6,890,000) -100.00% Loan proceeds for cap. projects recv'd in previous yr Total Capital Projects Fund: 6,891,092 405 (6,890,687) -99.99% Fund 401 - Water Fund Grants Federal 3,542 0 (3,542) -100.00% Differs from year to year Miscellaneous Revenues 49,535 26,505 (23,030) -46.49% Differs from year to year (credit recorded in FY 2021) Other Financing Sources 155,652 75,889 (79,763) -51.24% Capital connect charges due to big projects Unrestricted Investment Earning 3,642 11776 (1,866) -51.23% Interest rate decrease Charges for Services 21493,964 21793,674 299,710 12.02% Timing in Water revenues billing/recording Total Water Fund: 2,706,334 2,897,843 191,509 7.08% Fund 402 - Refuse & Recycling Intergovernmental Revenue 0 11102 11102 100.00% SWA shared revenues distributions increase Unrestricted Investment Earning 179 50 (129) -71.94% Charges for Services 448,396 462,865 141470 3.23% Total Refuse & Recycling: 448,575 464,018 15,443 3.44% Fund 403 - Stormwater Utility Unrestricted Investment Earning 580 18 (562) -96.84% Charges for Services 402,088 450,172 48,084 11.96% Total Stormwater Utility: 402,668 450,190 47,522 11.80% Fund 605 - Special Law Enforcement Forfeitures 0 871764 871764 100.00% Differs from year to year Unrestricted Investment Earning 56 25 (32) -56.22% Total Special Law Enforcement 56 871789 871733 155747.63% TOTAL REVENUES - ALL FUNDS 211483,339 14/757/157 (6,726,182) -31.31% TOTAL REVENUE LESS TRANSFERS 211451,345 14/757/157 (6,694,188) -31.21% NOTES are for differences grater than 10% and amounts over $1,000. Page 278 of 501 genda Item #9. VILLAGE OF TEQUESTA EXPENDITURE REPORT - UNADJUSTED, UNAUDITED 3/31/2022 YTD BALANCE YTD BALANCE DESCRIPTION 3/31/2021 3/31/2022 VARIANCE VARIANCE NOTES EXPENDITURES Fund 001 - GENERAL FUND Council 23,049 38,105 15,056 65.32% Computer system maintenance, council exp. Manager 132,902 147,602 141700 11.06% Salary increase, timing difference Human Resources 168,016 189,933 21,917 13.04% Salary increase, timing diff; employee recognition Village Clerk 156,711 173,315 16,604 10.60% News letter, website and comp. maint increases Finance 333,143 3591949 26,806 8.05% Legal 78,550 62,911 (15,639) -19.91% Differs from year to year Comprehensive Planning 571761 92,628 34,866 60.36% Other contractual services increase General Government 1571277 135,770 (21,507) -13.67% Paradise park lease termination IT 312,242 2671213 (45,029) -14.42% Decrease in equipment purchases/IT projects Police Department 1,519,866 1,643,289 123,423 8.12% Code Compliance 38,838 541214 15,377 39.59% Additional Part time salaries Fire Control 21235,802 2,083,763 (152,040) -6.80% Vehicle purchase in 2021 ($299K) Public Works 599,000 666,945 67,945 11.34% Misc. projects, path way maint. increase Leisure Services 326,963 431,526 104,564 31.98% Salaries, builders risk ins, special events exp increase Debt Service 276,225 664,970 388,745 140.74% New debt service (rec.center, vehicles & SAN project ) Total General Fund 6,416,345 7,012,133 595,787 9.29% Fund 101 - BUILDING FUND Building Department 2971427 333,938 36,511 12.28% Inspection services, insurance increase Interfund Transfers 10,103 0 (10,103) -100.00% Differs from year to year Total Building Fund 307,530 333,938 26,408 8.59% Fund 301 - Capital Improvement Fund Public Works 1,080 194,656 193,576 17923.70% Roads and sidewalks repair and maintenance Parks 3,600 0 (3,600) -100.00% Projects differ from year to year Total Capital Improvement Fund: 4,680 194,656 189,976 4059.32% Fund 303 - Capital Projects Fund Public Works 0 255,000 255,000 100.00% Roads repair and maintenance Recreation Center 468,366 1,636,568 1,168,202 249.42% Recreation Center project Total Capital Projects Fund: 468,366 1,891,568 1,423,202 100.00% Fund 401 - Water Fund Water -Administration 712,180 760,695 48,515 6.81% Water - Production 858,026 857,868 (157) -0.02% Water -Distribution 455,800 338,327 (117,473) -25.77% Vacant position, water system maint, pension exp timing Water -Customer Service 112,520 128,546 16,026 14.24% Regular salaries increase Renewal & Replacement 409,525 438,377 28,852 7.05% Debt Service 223,036 216,995 (6,041) -2.71% Interfund Transfers 21,891 0 (21,891) -100.00% Differs from year to year Other Nonoperating 3,045 0 (3,045) -100.00% Differs from year to year - loss on disposal of CA Total Water Fund: 21796,023 21740,809 (55,214) -1.97% Fund 402 - Refuse & Recycling Refuse and Recycling 213,679 2211110 71432 3.48% Total Refuse & Recycling: 213,679 2211110 71432 3.48% Fund 403 - Stormwater Utility Storm Water Utilities 157,808 169,199 11,391 7.22% Renewal & Replacement 92,337 156,001 63,664 68.95% Drainage improvements Other Nonoperating 8,820 0 (8,820) -100.00% Differs from year to year - loss on disposal of CA Total Stormwater Utility: 258,965 325,200 66,236 25.58% Fund 605 - Special Law Enforcement Police 9,441 381285 28,844 305.52% Exp. vary from yr to yr, not spent evenly throughout the yr Total Special Law Enforcement: 9,441 38,285 28,844 100.00% TOTAL EXPENDITURES - ALL FUNDS 10,475,028 121757,699 2,282,671 21.79% TOTAL EXP LESS TRANSFERS 10,464,925 121757,699 2,292,774 21.91% * Varies by department, different expenditures have not been recorded in FY 2022 vs FY 2021. NOTES are for differences grater than 10% and amounts over $1,000. Page 279 of 501 Benda Item #9. THE VILLAGE OF TEQUESTA REVENUE REPORT - UNADJUSTED, UNAUDITED 3/31/2022 FY 2022 FY 2022 50.00% ORIGINAL AMENDED TARGET YTD BALANCE DOLLAR PERCENT % BDGT DESCRIPTION BUDGET BUDGET BUDGET 3/31/2022 VARIANCE VARIANCE USED NOTES Fund 001- GENERAL FUND General Property Taxes 8,158,070 8,158,070 4,079,035 7,651,511 3,572,476 87.58% 93.79 Historically, 91% receipted by the end of Feb Sales & Use Taxes 1,910,660 1,910,660 955,330 739,067 (216,263) -22.64% 38.68 State revenues one/two month behind Franchise fees - gross receipt 462,000 462,000 231,000 199,536 (31,464) -13.62% 43.19 Franchise receipts one month behind Licenses & Permits 1,000 1,000 500 690 190 38.00% 69.00 Intragovernmental Revenue 856,310 856,310 428,155 428,171 16 0.00% 50.00 Grants Federal 20,400 1,165,630 582,815 1,708 (581,107) -99.71% 0.15 ARPA funds are not yet received Grants - State 12,000 12,000 6,000 12,102 6,102 101.70% 100.85 Differ from year to year Intergovernmental Revenue 907,320 907,320 453,660 425,598 (28,062) -6.19% 46.91 State rev is one/two month behind Chgs for Services - Gen Gov 195,500 195,500 97,750 295,067 197,317 201.86% 150.93 Land development fees Chgs for Services - Public Safety 1,265,570 1,267,660 633,830 540,159 (93,671) -14.78% 42.61 Timing in revenue recording - EMS svcs, PBC svcs Charges for Services - Recr. 46,190 46,190 23,095 699 (22,396) -96.97% 1.51 No programs due to construction Fines & Forfeitures 18,500 18,500 9,250 10,349 1,099 11.88% 55.94 Code enforcement fees differs Unrestricted Investment Earning 8,300 8,300 4,150 2,431 (1,719) -41.43% 29.28 Receipts are one month behind, timing Rents & Royalties 255,190 255,190 127,595 119,388 (8,207) -6.43% 46.78 Impact Fees 1,500 1,500 750 9,602 8,852 1180.24% 640.12 Differ from year to year Contributions & Donations 2,000 2,000 1,000 3,350 2,350 235.00% 167.50 Tequesta fest contributions received Miscellaneous Revenues 12,230 12,230 6,115 2,834 (3,281) -53.66% 23.17 Differ from year to year Other Financing Sources (lease) 0 1,865,588 932,794 965 (931,829) -99.90% 0.05 Fire trucks will not be received this FY Appropriate Fund Balance 1,145,230 55,710 0 Total General Fund 15,277,970 17,201,358 8,600,679 10,443,225 1,842,546 21.42% 60.71 Fund 101- BUILDING FUND Licenses & Permits 503,000 503,000 251,500 412,966 161,466 64.20% 82.10 Fees collected for projects Chgs for Sery - Gen Gov 0 0 0 450 450 100.00% 0.00 Unrestricted Investment Earning 1,400 1,400 700 162 (538) -76.84% 11.58 Miscellaneous Revenues 0 0 0 56 56 100.00% 0.00 Appropriate Fund Balance 171,860 171,860 0 Total Building Fund 676,260 676,260 338,130 413,635 75,505 22.33% 61.17 Fund 301- Capital Improvement Fund Unrestricted Investment Earn 1,000 1,000 500 54 (446) -89.20% 5.40 Transfers In 677,260 677,260 338,630 0 (338,630) -100.00% 0.00 Timing in revenue recording Appropriate Fund Balance 87,000 117,585 0 Total Capital Improvement Fund: 765,260 795,845 397,923 54 (397,869) -99.99% 0.01 Fund 303 - Capital Projects Fund Unrestricted Investment Earning 500 500 250 405 155 62.00% 100.00 Transfers In 87,000 117,585 58,793 0 (58,793) -100.00% 0.00 Timing in revenue recording Appropriate Fund Balance 254,500 2,613,138 0 Total Capital Projects Fund: 342,000 2,731,223 1,365,612 405 (1,365,207) -99.97% 0.00 Fund 401- Water Fund Charges for Services 6,346,500 6,346,500 3,173,250 2,793,704 (379,546) -11.96% 44.02 Timing in Water revenues billing/recording Unrestricted Investment Earn 8,400 8,400 4,200 1,776 (2,424) -57.71% 21.14 Interest rate decrease Miscellaneous Revenues 48,500 48,500 24,250 26,505 2,255 9.30% 54.65 Revenue receipted as a one time deposit Other Financing Sources (loan) 4,457,000 4,457,000 2,228,500 75,889 (2,152,611) -96.59% 1.70 Loan proceeds recorded when received Appropriate Fund Balance 2,076,950 2,643,746 0 0 Total Capital Projects Fund: 12,937,350 13,504,146 6,752,073 2,897,873 (3,854,200) -57.08% 21.46 Fund 402 - Refuse & Recycling Intragovernmental Revenue 0 0 0 1,102 1,102 100.00% 100.00 SWA revenue sharing Charges for Services 500,940 500,940 250,470 462,865 212,395 84.80% 92.40 Historically, 91% receipted by the end of Feb Unrestricted Investment Earn 500 500 250 50 (200) -79.89% 10.06 Appropriate Fund Balance 28,570 28,570 0 Total Refuse & Recycling: 530,010 530,010 265,005 464,018 199,013 75.10% 87.55 Fund 403 - Stormwater Utility Grants & Contributions 30,000 30,000 15,000 0 (15,000) -100.00% 0.00 Differ from year to year Charges for Services 497,810 497,810 248,905 450,172 201,267 80.86% 90.43 Historically, 91% receipted by the end of Feb Unrestricted Investment Earn 1,400 1,400 700 18 (682) -97.38% 1.31 Transfers In 150,000 150,000 75,000 0 (75,000) 100.00% 100.00 Differ from year to year Appropriate Fund Balance 0 47,352 23,676 Total Stormwater Utility: 679,210 726,562 363,281 450,190 86,909 23.92% 61.96 Fund 605 - Special Law Enforcement Forfeitures 0 0 0 87,764 87,764 100.00% 0.00 Differ from year to year Unrestricted Investment Earn 0 0 0 25 25 200.00% 1.00 Appropriate Fund Balance 74,920 149,670 0 0.00 Total Special Law Enforcement 74,920 149,670 74,835 87,789 12,954 17.31% 0.00 TOTAL REVENUES - ALL FUNDS 31,282,980 36,315,074 18,157,537 14,757,188 (3,400,349) -18.73% 40.64 TOTAL REV - LESS TFRS AND APPR 26,529,690 29,542,598 14,771,299 14,757,188 (14,111) -0.10% 49.95 NOTES are for differences grater than 10% and amounts over $1,000. Page 280 of 501 Age THE VILLAGE OF TEQUESTA EXPENDITURE REPORT - UNADJUSTED, UNAUDITED 3/31/2022 FY 2022 FY 2022 50.00% ORIGINAL AMENDED TARGET YTD BALANCE DOLLAR PERCENT % BDGT DESCRIPTION BUDGET BUDGET BUDGET 3/31/2022 VARIANCE VARIANCE USED Fund 001- General Fund Council 77,350 77,350 38,675 38,105 (570) -1.47% 49.26 (1), (2) Manager 306,720 306,720 153,360 147,602 (5,758) -3.75% 48.12 Human Resources 385,040 385,040 192,520 189,933 (2,587) -1.34% 49.33 Village Clerk 373,940 373,940 186,970 173,315 (13,655) -7.30% 46.35 Finance 715,220 715,220 357,610 359,949 2,339 0.6S% 50.33 Legal 190,000 190,000 95,000 62,911 (32,089) -33.78% 33.11 Comprehensive Planning 281,540 281,540 140,770 92,628 (48,142) -34.20% 32.90 General Government 314,310 280,310 140,155 135,770 (4,385) -3.13% 48.44 IT 476,650 476,650 238,325 267,213 28,888 12.12% 56.06 (3) Police Department 3,558,370 3,603,969 1,801,985 1,643,289 (158,695) -8.81% 45.60 (1), (2) Code Compliance 124,480 124,480 62,240 54,214 (8,026) -12.89% 43.55 (1), (2) Fire Control 4,172,295 6,050,084 3,025,042 2,083,763 (941,279) -31.12% 34.44 (1), (2) Public Works 1,546,915 1,546,915 773,458 666,945 (106,512) -13.77% 43.11 (1), (2) Leisure Services 942,080 976,080 488,040 431,526 (56,514) -11.58% 44.21 (3) Debt Service 886,280 8861280 443,140 664,970 221,830 50.06% 75.03 New debt service Interfund Transfers 827,260 827,260 413,630 0 (413,630) -100.00% 0.00 (3) Other Nonoperating 99,520 99,520 49,760 0 (49,760) -100.00% 0.00 Represents GF unused contin€ Total General Fund 15,277,970 17,201,358 8,600,679 7,012,133 (1,588,546) -18.47% 40.76 Fund 101- BUILDING FUND Building & Zoning 676,260 676,260 338,130 333,938 (4,192) -1.24% 49.38 (1), (2) Total Building Fund 676,260 676,260 338,130 333,938 (4,192) -1.24% Fund 301- Capital Improvement Fund Public Works 419,590 419,590 209,795 194,656 (15,139) -7.22% 46.39 (2) Interfund Transfers 87,000 117,585 58,793 0 (58,793) -100.00% 0.00 (3) Other Nonoperating 258,670 258,670 129,335 0 (129,335) -100.00% 0.00 (3) Total Capital Improvement Fund: 765,260 795,845 397,923 194,656 (203,267) -51.08% 24.46 Fund 303 - Capital Projects Fund Public Works 255,000 255,000 127,500 255,000 127,500 100.00% 100.00 Recreation Center 87,000 2,476,223 1,238,112 1,636,568 398,457 32.18% 66.09 Total Capital Projects Fund: 342,000 2,731,223 1,365,612 1,891,568 525,957 38.51% 69.26 Fund 401- Water Fund Water -Administration 1,377,790 1,494,036 747,018 760,695 13,677 1.83% 50.92 Water - Production 1,945,290 1,945,290 972,645 857,868 (114,777) -11.80% 44.10 Water -Distribution 742,350 756,350 378,175 338,327 (39,848) -10.54% 44.73 (1), (2) Water -Customer Service 279,450 279,450 139,725 128,546 (11,179) -8.00% 46.00 (1), (2) Renewal & Replacement 3,657,000 4,093,550 2,046,775 438,377 (1,608,398) -78.58% 10.71 (2) Capital Improvement 4,442,000 4,442,000 2,221,000 0 (2,221,000) -100.00% 0.00 (2) Debt Service 493,470 4931470 246,735 216,995 (29,740) -12.05% 43.97 Other Nonoperating 0 0 0 0 0.00% 0.00 Total Capital Projects Fund: 12,937,350 13,504,146 6,752,073 2,740,809 (4,011,264) -59.41% 20.30 Fund 402 - Refuse & Recycling Refuse and Recycling 530,010 530,010 265,005 221,110 (43,895) -16.56% 41.72 (1), (2) Other Nonoperating 0 0 0 0 0 0.00% 0.00 Total Refuse & Recycling: 530,010 530,010 265,005 221,110 (43,895) -16.56% 41.72 Fund 403 - Stormwater Utility Storm Water Utilities 351,690 376,615 188,308 169,199 (19,109) -10.15% 44.93 (1), (2) Renewal & Replacement 282,000 304,427 152,214 156,001 3,788 2.49% 51.24 (2), (3) Other Nonoperating 45,520 45,520 22,760 0 (22,760) -100.00% 0.00 (3) Total Stormwater Utility: 679,210 726,562 363,281 325,200 (38,081) -10.48% 44.76 Fund 605 - Special Law Enforcement Police 74,920 149,670 74,835 38,285 (36,550) -48.84% 100.00 (2) Total Special Law Enforcement 74,920 149,670 74,835 38,285 (36,550) -48.84% 100.00 TOTAL EXPENDITURES - ALL FUNDS 31,282,980 36,315,074 18,157,537 12,757,699 (5,399,838) -29.74% 35.13 Notes: (1) Personal expenditures/expenses recorded as when paid not when accrued. Personnel paid 3/31/22 for the period ended 3/26/22. 5 days of personnel expenditures not reflected in March 2022. (2) Not all operating expenditures/expenses recorded for the services of March 2022. Expenditures recorded on a cash basis and adjusted at year end. (3) Timing in expenditures/expenses recording or/and recorded as one time entry. Page 281 of 501 Agenda Item #9. o � (D (D i O L 0_D cq a) 0 0 0 O a) O ._ L a) U LL LL U _ = C O C 0 U 2 = E U E U _ -0 Y Y � >1 N >1 N � _ >O1 In CE .-C EQQ U Y Y U Y L � p p p p p � p � > � LO Ln Ln O O O O 4 O) 1 1 1 1 1 1 1 1 1 1 �:3 r ti � O O O O LU LU M M W J i O � ti � O LO LO J J ~ M J i I v X . LU1:� > > :tt > LO LO O 0 O O O 00 00 O L N N o O O O O O 'ITO C6 00 M � O r N o 00 O O o O- - O - J M� � LO CY) O LO o� LU LUM W Q M) J J r N Z09. J > N O o�0 O � L � CD LO d7 O) N O O CO O W N r C CO ~ LO N N � O O Ln O COO Q X N M coO W r ONO d o(6 O p O o O L 4 O O C L6 r cfl NM CO O O 00 L() 0 o O O O N 't N O O Lid I N H 00 L6 r- 00 L(O 4 O O O o bg � 60- to VD. ff} EF} b9 ffl O O -W O O M O O O O �+ O O O O O O O O N �= U 0 O O O O O Oca O 07 1!. O! Oc� O69,UD 00 r 0 O Oo N co � CD o o O N 6 N Lp N O CDQ O O O CD CO M T O 6 00 It N O CD O CDO� U") f` O O CDCDCD O O CD O CD O O CD — CO L (7 r CO O M 00 r CD r LO M O U') O U') r m (D LO 6 r 0 p +O+ N O N O r O N N N CO O 04 r NO C E L N N N N O p p N 0 O r N p N N N N H N M M N } } O} CO M (00 U- LL U- r LL C\0 M (B O ++ > O N r r �C C� L O N CD OCV ON C N N N N N N N 04 N O O 04 O N O N LO O N O U O N O N O N 0 ON p N 0 N N N I cli to W N r M i �i i u N IT � r CO O LL u- u- LL LL M LL LC� CO UDI. CO O a) 0 0 tu U E_ (a U o a- U m a--� o C U 0 o CL U O E O a O a a)L E W CO v co c6 i N Ncu J E > W a) a) > W cu O p W �O C O O W1 O — i C C O 4 O a) a) 0 () co C C a) O O O O_j� E M= U M �. "-' C U U-C-C U U cu Q ocr o o 0CL 0 m m o o E E E 2 U) D o LL f M m o LL 0 LL o LL W LL W LL W LL 0- � o U-73 0 m C ^ i � W O O W U Q �-- lu •�/ /10 L.L /0/� L.L /1�/�1 LL /10/�1 L.L //1W1// LL /1W/ LL /1� LL /1� L.L LL LL /� L.L Cl) V J L.L. L.1 0)a) EE U U C c� � .. as Co a� C. U cu N �C o D U Z U p r Ocr O Z W i 4- � M 4- O �, O7 En C i C � �, C� (0 _0 > U E cLa c C: cu -0 i m L iL 0 0 p L U O U p U a) o o a O U� o Z 3 H L Q O J C E � 2 C L () co m o o }/1 cn }1, cn c W W o �. c c� o 0000M0)o an d U a m �Qmo m 00- z U Page 282 of 501 Agenda Item #9. Regular Council r STAFF MEMO ,4. Meeting: Regular Council -Apr 14 2022 Staff Contact: Jeremy Allen, Village Manager Departme Manager nt: Manager's Report Through March 1. The Financial Reports presented above are unadjusted and unaudited. The Village considers revenues available if collected within 60 days of the current fiscal period. This means that there are additional revenues and expenditures that have not been recorded to date and that will be recorded once year-end adjustments are completed. Additionally, during the year, revenues and expenses are recorded on a modified accrual basis (similar to a cash basis). This will result in significant differences between our beginning balances in the enterprise funds (water, refuse and recycling and stormwater) and the adjusted ending balances as these funds report on a full accrual basis. 2. Property Taxes — collected at $7.7 million, which represents 94% of the budgeted amount. It is $564 thousands (8%) higher than for the same period of the prior fiscal year. Historically, 91 % of ad valorem tax distribution receipted by the end of February. 3. Sales/use taxes (39%), which include local infrastructure surtax, insurance premium, utility, communication service and local business tax, fell below budget target due to the distribution to be one/two month behind the collection/reported period and Insurance premium tax ($263 thousand) to be collected at the year-end as one distribution, with the exception of the Local Business Tax collected at 94%. Sales/use taxes are on target for five month's collections. 4. Intergovernmental revenues (47%) which include municipal revenue sharing, half -cent sales tax, and local gas tax distribution to be one month behind the collection/reported period. It is above budget target for four month's collections due to the increased State revenue collections. 5. Local discretionary infrastructure surtax(39%) - collected at $184 thousand, which represent 39% of the budgeted amount for only four month's collection/reported period and is slightly above target for four month's collections due to the increased State revenue col lection/distributions. 6. Revenues (Budgetary comparison) recorded in the General fund represents 61 % of budgeted due to the distribution nature of Ad valorem taxes collected at 94%, representing 73% of overall General fund revenues at 3/31/2022. 7. Overall Expenditures (Budgetary comparison) in the General Fund represents 41 % of budgeted. Not all the expenditures recorded for the services provided up to 3/31/22 and personnel expenditures recorded as paid not when accrued. Page 283 of 501 Agenda Item #9. 8. Revenues (Prior year comparison) all funds decreased due to loan proceeds recorded in FY 2021 ($6.9 millions) and offset by Ad valorem taxes collected $564 thousand higher than same period of prior year. 9. Expenditures (Prior year comparison) all funds has increased by $2.3 million (22%) due to debt service for capital projects and Recreation Facility project expenditures. This document and any attachments may be reproduced upon request in an alternative format by completing our Accessibility Feedback Form, sending an e-mail to the Village Clerk or calling 561-768-0443. BUDGETED AMOUNT: NA AVAILABLE AMOUNT: NA EXPENDITURE AMOUNT: NA Additional Budgetary Information: Funding Source(s): NA NA March 2022 Managers Report.ADA Mar 2022 reports Grant Worksheet 3-30-22 Page 284 of 501 Agenda Item #9. rl_ 00 00 rl_ O ,:1- Ln � O fV N M rl (V r-i M M N r-i N 00 M r-i Ln M 00 O r-i (V lO 00 Ln CV N Ln r-i O l0 M r-I 00 00 r-i r-i CV N M Ln N rl O N r-i M rl M M 00 l0 r-i Oq�t N Nr- r-I r-i rl N N N to M N N r- N Ln 00 to rn 00 N Ln O O N Ol t N O o0 r- N N lO O r-i Ln qt r-I 00 M O Ln M M al Ln Ln r- m 00 r-I qt qt Ir-i Ir-i r-i r-i Ln � r-i O r-i r- M N N N 00 r- Ln 00 M N l0 r-i Ln N rl N r-I r-I N N r-I N N N — � O — � O � � H r-1 H N N N N N \ N N Ln r-i lD R:I- 00 Ol O � � lD O 0 00 0 r-1 00 00 00 M M 00 Ln Ln qt l0 lD r-I r-i N O M M O 00 00 O 00 rl r� N N lD r"O N r-, N M r-1 M r-1 rl rl r-1 (V rl Ln lO r� � r-I N N N N s s cO c r- Ln r-I r4 M N r - N Ln fV � O Ln a) r-r r-i M N cO c Ln Ln N lO Ol r - � N Ln MM r� r� oo M M L L V V i O O�G 4-0 � E E i M M C 0 G� bA N � O m N 4-0 t N V N UO Ln W a) a) � Q) L N . Ln a_' In i 0 Q) E (n w cn C0 i DC D_ W a-1 U � c6 . = 4- N a N ?� Q) U c O c\i� m Q Q) O a) — v > Q }, O �p \ O V N � N � L � N W � a) a_O -0 O N E L Q) t]A N }' \ Q) -0 0 v cn O U� N 4-1 O v a1 Q O °� � u v O N c6Qj }'V) -2 a H: .2 J O 4- � C oI N .2 EO D U c% G N � C6 ' (� c~ C - C� M ' U u Q 0 a) 0 U U V) }' N O O C 0- 0_ LL Q LL O � O 4- � co U \ N w N w N w cn w W— cn N C Q) DC W N N M N.— U \ U L O � Ln Q m C O v s °C cn ca cn ca cn ca cn c� }' v v _� ate--+ L O a-+ +_+ Q m w a) 0 U U U a) U aC6 L + U UL t a" lO _0 _0 -a _0 _ a) a- 0) Zcl:� Q) O U� � LL a) oC O U� O a) I U > O aj 1 w O I Ucf� a) a) o-1. a) oC �: LL LL U co O U O Zcl:� � au — O 0 O 0 O 0 O U Page 285 of 501 Agenda Item #9. r-1 � 00 1�t � 00 r-1 N O M N � N r-1 W M Ln N N r*- N O M M Ln N n 9.0 O lO r-1 Ln ri 00 Ln N r-1 N I� R:I- O r-I Ln Ol Ql 00 r-I Vf N N N �O Q0 00 lZ r-I Ol o o � \ N � \ N N N 00 CV 00 Ln al r- r- r- ern 00 N r-I O r-i M N O 00 O CV f- Ln lD O I� lzt M r-1 M l0 N N N 00 00 qzl- R:I- Ol In r-I qzt 00 O r-1 `� O rM-� o O f� M r-1 Ol r-I N N No N No l0 w r-, � � i i +r \ N N �l I� l0 r-1 Ln CV O N (V 00 N O 00 M N M I� I� M M Rt qt IZT 00 00 ri r-I r-I r-I N lD M M I� r1 N Ln lD r1 Ln ++ ++ M M M l.0 Ln L L GJ �7 N O N O r-I 00 O N r-1 M [V O Ln S O '1 00 r-.M N I- 00 O r1 Il_ N O1 1.0 00 O r1 O CV r1 O O (*I 4-j 4-J � C L L V V ca +-J v 07 v O> O N av N U C: OJ Or- OJ Ca V � � N L.L D_ O \ ate+ O : V O U O > + +� O C: :3 O L c6 U w � _ � ca C cn £ N [6 4-1 O v +•+ 0= O O V � U N cn _cu M � ;� 4- U ra C2A O +-' O O V CON •N U N LuLn U _ N N c6 N ro O X � N > c6 cn p E a a� � w � v c6 N — o > > +, Q N O V > w c� M '� bD � Q 4-J i dJ 07 C cvn � N L N N V N M ++ � M > V N O a-J V) � N (0 cn UO N •cn M— MC7 0 DC O N p� C U O= vi O Q Q Mi M N }' }' V)ULn tvo w }' Fu — N o_ N E O N O . N O l0 ate+ \ V)Z NV) c6 clo� i +, O Q N U N C6 4- 4-� p C O U > Q N GNJ aj 2 Q +�-+ O ++ W N }' 0 .O X\ X O E� 2 v O — LL 0 GC i .� w cn O U qA v ca > O v 2 > E N U O +� Z ca ai J CO O N 0 0- 2 Q N C) U� DCru � o- cr i i >>' U Page 286 of 501 Agenda Item #9. M M "zi- M M � kJ0 � r-i M k.0 M M 110 00 lD r-� rn :I- M � rl_ "Zi- M Ln 00 m m Ln N N r-I o r-I M 00 � r-I 1:t rrn (V r-1 I� N 00 r-1 (V RZI- N 00 O r-I 00 O p H p \ +-+ ate•+ � M o p 0 p 0 p ~ O ~ O N N 00 00 lD M N Ln r-1 lD Ln O 1�t M lD Ln O M fl- M I D Ln O 00 cM I*- Il- 01 CV O Rt M ::I- N r-1 O qt r-1 N lD qt rl- qt r-1 r-I r-I N r-1 r-I r-1 r-I Ln c Ln r-I N N dlLn o N cm r4 M N M N p O o\i O o\i o\° O ~ O ~ O 3 U Q l0 00 M M O M� M M r1 r1 00 fV I- 00 r-1 N M r1 N CV lD N M lD CV r-1 M M r1 M o r1 Ln (V Ln r1 00 00 O C r1 r1 r1 N O r-1 Ln Q � 0 0 Q0 O O Ln H H Q0 o L L O O M � M � O M Ln N a) M r1 0 N M I� 00 M M (.r-l0 00 O M r r-1 O LO Nr-lr r-1 N L() r1 0 C Ln N M N � _ � O O O c c fa rMI r_ r � Q I L V L V N aJ � N O � � N \ � C C V M N M H OC cn C cn cn O p� O 4-1a) H 'A v� fa 'N O i O =3 m bz a) +� ° z ul O O o C O O +-+ cn CO i N E M o o Q Ln v V) • E > w ra — Ca _0 N C6 O 0 N V _0 Q N U cn C 0 a) ) — > > � V) Nz LU U� UaZ x . /) cacn N O\CALL kn Ln +N N� cn LL _ N U V O ' 2 O cn _0 � c O DC �' p U `n N w O � U O O ca (U cn aU U C O 2 C37 O 4- � 4-J L V M CL Ln +J 4-1 : v M —oc, p E CD N w to U O ) � `n} Qca z `p s n � a, ` Qv � oc ocQo E U o 4-1 vo aO a) > O O Q O O a- LU w w U- J O a-� w � M w Z o Q — a)awww 2 Page 287 of 501 Agenda Item #9. N -0 M }' N 0 � 1�0 r-i � O O m m N Qo N O u1 0 0 O O 0 0 0 O L n o O O N O O o O O rn 0 o 0 0 � w 0 0 0 0 0 O 0 0 O 0 o O � 'n m� Ln N r-i l0 � 00 m N ri ri N M �° Ln Qo Ln r-1 O N = � O � � N � fa O N O O OO OOOO>> O OO ++ N O N O O Ln N l0 M N I� N r-I 00 r-I L.0 Ln 0 r-I Ln r-I r- r-I O O 00 O O Lll 0 c-I N > c� � O O M 00 O 0 M 00 Ln O O O N O 0 O� O 0 0N L CYl Ln N M Ln r-I N I- 00 Itt Ln ri M cO c 0 0 0 O 0 O 0 Ln M 0 0 0 0 0 On 0 0 0 Ln L V .O � L M � M d N � u 0) O O = 3 D M O N H = M O \ O LL N to cz c co M +r o 'L U cu a v v o +, N /� U U `� O O � /1� Z H U M U N '� _ r c N E!E U E� N ca _M L ru m U M �' 3 N NO vNi L- N ca Q O L p Ln (D v Ln O O O U N N cn U v.pQj _ C) 10 c6 � 05 C: O j�L �L- � O o CL +�-+ ++ L a-J L O u Ui �� N . . % ^ U U ru _ v O . v > > -0 CN L. U a) U a) U U u O � i }' M > > Oj O p c . �p a oc DC Q CC LL U U � cn ( Q Vf LLLL = (J) m w LL L U Page 288 of 501 Agenda Item #9. O M �0 Ln O Or-1 r- O O Ln M O N O1 N 00 00 Lr) OQ0 M Mrl- I- f V V 00 M r-I N O 01r-1 N 00 r-I r-I M N M � O Ln f V M fV r-I N L r) r-1 r-I O N M 01 ry) N M LL) Q \ N O N r-I cc O O N N 00 � � N (V O 00 O 00 O O O o0 Or HN00 Or Or � M Ln N M r-I M O1 l0 O � M O 00 ri r-lM -I -I -I � Ln N M Nw Rt w Rt N GJ o O (V u1 I- O CO O Ln Ln (Z cV 00 OZT O Il Ln O � O M O O) O Ln Ln 00 qt � lA (V O Ln OO r l 0) O O O M V L � M N M N \_ M (� O W `� Un Ln o c-I Ln N M r� o r� O O L 00 Ln M o M w� O O M m M (N N r� M Rt 00 U Q L M a = M i M � � 0 m •O L M a aai E aj � E +, 0 a-+ Rt i C1A C O . Q N N ' U >- w 07 +, O 0 a� FO U Q) v U O -W Ln 0-0 `'' c O N a� V 2 0_ U ca }+ O +-' C �N i N iJ N N O m ate+07 qA N OC Y-0 E_0 E E — N c 0 N Ln ' M= av+ ro U L N Ln O N cn cn cn C> U — }' C N V) � CA(A OQ cNa C L J a) �O' DC p U 0 0 U O — .DU O M un — 03 O EFE -P 4_ f0p cnM i W C U aj 0 N � Q vL E Oo DC a LE " I " I "M V oC cn > vim) w U U 0. Q I J-0i Page 289 of 501 Agenda Item #9. o ri �n ri �n Ln cV O M N Ln O M y� rl N O Lnn M +�.+ N \ M rn o 0 r1 o (n M � r1 � M � M M M N M � rn o t 00 m O ri o � r1 00 � N � o M N N r1 � � r- � �n N ^ r' N r- � N Ln M ++ O N N ~ ~ O O r1 O N O N lD O �� N M M l0 O N �n 00 lD O O O Ln N N ri ri O ++ \ Ol O M r-I r-I N ko M r-I M 00 r-I 00 r-I I_n M l0 r-r O M O �' O L.O k.D M Ln M f V r-♦ r-♦ r- f V M r-I rq N r Ln M 0 M M a o6 \ O 00 Q�0 0 0 O N 00 O fV r-I CV 00 O 0 Ln 10 M lD � 0) r1 CT r-I ON (V 00 Q M M N o r-I Ln 0 (V n � CV M r-♦ � ry.� r-♦ lD r-♦ CV N lD Zt Ln M r-♦ r� M 0) � --1 --1 N O M M O O Ln � � O O t � i O CV c� U. M rn M �n r-I � O O 00 O 00 O �D O lD 1n QD M 00 O r-I � r� O r-♦ N 00 r-♦ (ID 1n r-♦ M 3 �n N � 2 Ln w � C N L u +� v O E CaA H � 0 N Q N L 4 V v •� a o tw w E C E Ln L 0- v v E QJ U � U � f6 +-+ W � L w -0 v. U L N av+ O U' N 00 _0 0 fB N 'L Ln Ca v In v fII +' C: N a) E_ — '� cn w E w N N o� E (D L +� L 4 .� s� _ 0 U U N _ a_N >- (n 4 i O raA : V) N M_0_0 aJ L aJ dJ -0 N N N C M N U C6 _0 N C: c/) -r C3A .L N O w L D O U L O r-I N .L N NLn N N N Q � _ . (n L — Q ._ C6 ca a-1 +� M � r-I 00 _V > N • a--+ a-) a--+ � U O • +j +j � — M +.+ O C1fJ O O O L N C f6 w N cn � In N Ln C6 (n v (n v (n v L- (n a) w N N b.0 L •c6 CL O _ -r tv0 O -0 N V � — •C( }' v CaA � — C6 U I � U U O U U O L (n O OL L L Ln L L Q M � Ln N a--� N O J L >- C ' JO N +, C CU cn N � _N � a--+ L N Q v Q w Q O N Q� cn }' O a--+ (� O O 4-J O L _ +-� D >, a--� 0) --- •CAA 4J +, U -0 C a-•+ U L N O Q O L O L O L O O L � M - " C6 O a--+ w CAA Q) C6 - a--+ O a--� w — +'� Ln a) N• > p L v CLA O N QJ O n- � 0- LL � in cn � > m cn cn 1L V) � w w Q U O Page 290 of 501 Agenda Item #9. 00 O k.o Ln O M M Ln B 00 Q \ Q \ 01.0 M Ln w kJO l- Q \ Q \ Q \ Q \ r--i N R* kJO Z Z l- ri N ri 00 Z Z Z Z Q Q Z Z 00 M M O N N al r-1 M 00 Q O 00 to � Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q N Z O � z \ Z \ Z \ Z \ Z \ Z \ Z \ \ \ \ \ \ \ \ \ Z Z Z Z Z Z Z Z Z ro ro N N O lD 00 Ln r-I � j r� N 00 N l- O O Ln r- r-I � � �n Ln 00 N N � M r-1 O Ol M rl l0 I� M 00 r-1 Q M Ln 00 Q M r-1 M O -j N c-I M � k.O � N r-1 N r-1 M � N M , N M Cn k.0 Ln M r-I r-I O r-I c-I00 M M 00 I� Z 00 F, Z O O r-I N M O l0 Ln O N M Ln 00 (V Ln � I\ M M M� M� CD M M M r-I (D I\ Ln N � O r4 N 00 00 M M M Q -i I� N Q On Ln Ln � � Ln Ln 00 � Ln lD 00 M Z `� N Z � i co N ^ C N cu U 4-j E •0 E E ^ � O N E C O U E O U +_+ 0 O a--+ oi O C/1 W N f6 p -C cn a)f6 f6 ° Q p cn Q) Qj E +j O Q — = C6 Qj Q) > N C6 cn N a--+ N \ 4-j L — .Q N •N i U O N (AO M _0 N N v °a v ° ( ° > o ' ° ° 0 4 0 ay o u J > o NqA O O O Ca C vi t1A U vU O N ate--+ M M XN O Cl) O N N L7 I.J A J LL v � a. ° N �C o cn p o a..+ Ln ru C 4A m v N N N N i a.. ' N � 4-1 > > Q funn Q bz 0 cn Uu E N N p C6 — Q .S v \ -0 ° U ° U J `� u DC O �' � '� N N N N 1 3 O O O — v) N � N N O \ cn cn cn w f0 f0 C `~ >� i CAA � '� � +-+ _ p � O N N � N ate+ +�+ can cNn +_+ N U N 0 i i O 0 f0 C C N Ln N `. O p LL O a i O N }' C 0 U O Z O O 0 d d v 0 00 *k N E O U E E E C ?: N N E *k O N D� N +-' a--' ate--+ N i C co V) v i6 0 N to CB N r C N cn C }' i > `n w ° U N cn C C O E i— f6 O — U (0 O .� M DC O .N qA M - aA tZ0 [0 0 N f6 tv0 C +, M O LL L E O C N C w f6 o' N _O (n Q — ) C37 \ \ \ cn 4 C p O L 0L i w E C 4J 0 4J C C w— .__. N s 1 L to a) Q a0 y= a� • � u -° U ago an E O M M N C o 0 p v•� +� +�-+ O CLO a� J — m C a,o C6 C 4J C c0 +- = .0 U ru LL M 0_ M D_ — ru� aJ — U — $ c0 +-+ X 0 ( Q J J 9 Q Q Z M LL Z Page 291 of 501 Agenda Item #9. 00 I- M CD M to =_ •M O rl 0 0 E� N N O _ to m U 0 4-J ate+ \ 4-' a) f0 O O O OU ~ N O C +-+ _O N N U c N a) C Q L E =3 _U .� 4-N N O U ai C O - N Q Q Q Ln z N Ln aJ a i • U C i w N a••+ N z z Q C 0 0 .� w c6 U E c ai L O_0 U Q v ai ai N N N � o v ,ai w .c V)•ai u On O aj U E N }' U C .0 aJ N ro E 2 Q 0 - p_0 E p �+ 0 0 `_' N U •U O O z M M N � cV M O O �, —_ N a H . U f6 M NQj N a- 07 -00 C v O Q C N 0- +-+ D 0 C -0 c0 M -0 v v v U a- o o Q �� o � ao � L � L C C Li -- o }' p .� O •E -�e bn v N t ++ i Q i N Ln C M •L v O O z N� N O N N O O O CA w -0 O -- p � N C 4-J0 C6 cB N Ln M as N _Q O Ln O N� C E C +, N W tw cn i a 4A v� m q0 L Q U Q +, O �A O 4-J L L cn O Oaj N Qj N vi QJ = E - N f C Q O O - N —(A a) 0 C: cn — aJ r-I a)(A N E ro N u L C6 aJ }' . L a) (0 U O � O O DC �_ O L L O b-0 v f0 L Ln ru +-+ LnC6 Q Q C 0 Q b.0 +-+ U v� [6 aJ � O +-+ c0 C -0 p W _Q N C N +j U O d �•U ate-+ CO U +-+ NO •- 0 +�0 CD'� EE >Ln C M E a) N 0 C:M � aj U O" C: c6 C: O =3 CL O O Ln C +-+ U ra0 C O N ro c6 C)- O CLO C v 4-J >. +� L moon � 2 � ca DC � � O E O v O v� .� 0 0� o +- p c6bn ra cn O � �' -j N ,O N � M CO L vi 2 cn w ca ra � +� U ai `- qp tZ0 M M U Q M O = }, O ++ ai vi a) � � a) ra Uru N U 'i z Q p (n ra +-+ 4-1 U N N E •3 .v 0O ai � C: +-1 p t�if cu L.L -0 +j � _ O O cn > O -j O cn i 4-1 O N 'v O L L i v L U U — f6 O �, O a) ra C f0 U p L j, i ' � � a) C O Ln O a) = a) > O +� U C }' ClA C � O Ln a) � U M � OU Ln _0 N >j aJ a) C C C Q w >� fB vO +N-+ 0 Q Q aJ N a)p w O X Ln a) v4-Jz O (0 vCi p O Q. — a O U cBL 4- a' N }' C O > v fa •>, L O N� v N a- a--+ N 4-j U O O N o E a--+ U a, . i � a_+ �' aj L _ v c6 Ca - W = 0 .N U O Ln ca 4- v L > O CAA O S -C L U N 0 �, 4-JL ro � a, a) Ln aU +J C ao aJ v-0 L � M y C C L 07 a) +j c/') O v N p O � v O. - J Ln L Ln +-+ C ro ,— O N C +-+ ai � a n -0 ra O U a) +� N v 0 Q N N �cn nU ai In u O ra NQo O v �O - OsC op L �+ Q p •� ra N > _ U 'L-' L = C ' >. Ln a cn N +6 c > O U ra cO ) 4A U ° a) C o N Ln w ua) p _0 aCO)O C E ca tov)U(IJ Lf) �bDCvU> �0 -0 ++ U f6 ) 1 ra N aj • aj .. C .. C .. C O +� O tto 'c�n, > a4)A Cca M bn wc Q a a Ln V) O �} O O 06 C M OJvU C }O' aj U0tab O m m c v c a) a� aj v v _0 � � OW u UOp GO w I w w _U C Ln -0-0 m E m cn = M M cn a Page 292 of 501 Agenda Item #9. Page 293 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB : Tecruesta Fund 001 GENERAL FUND GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Due from Other Funds Inventories Prepaids Other Assets - Current Other Fixed Assets Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Due to Other Governments Deferred Revenue Other Current Liabilities Customer Deposits Noncurrent liabilities Total Liabilities *** Fund Balance *** F/B - Reserved for Inventories F/B - Res for Encumbrance F/B - All Other Reserves F/B - Unreserved - Designated F/B - Unreserved/Undesignated Fund Balance - Nonspendable Fund Balance - Restricted Fund Balance - Committed Fund Balance - Assigned Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 3, 601, 290 . 21 6, 025, 786. 51 296,535.05 0.00 78,329.75 366r664.91 0.00 0.00 10,368,606.43 469r932.95 177,157.35 0.00 0.00 1,183.09 82,622.81 238.47 0.00 0.00 731,134.67 0.00 0.00 0.00 0.00 0.00 732,799.97 364,007.00 500,000.00 55,709.00 4, 553, 863. 61 6,206,379.58 6,206,379.58 3,431,092.18 9,637,471.76 10,368,606.43 Page: 1/8 Page 294 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 101 BUILDING FUND GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Inventories Prepaids Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Due to Other Governments Total Liabilities *** Fund Balance *** F/B - Unreserved/Undesignated Fund Balance - Nonspendable Fund Balance - Restricted Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 1,043,142.02 0.00 14.73 239.23 2,830.58 1,046,226.56 5, 569 . 12 (27, 213. 48) 111,788.24 90,143.88 0.00 11,454.70 864,932.12 0.00 876,386.82 876,386.82 79,695.86 956,082.68 1,046,226.56 Page: 2/8 Page 295 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 301 CAPITAL IMPROVEMENT FUND GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Due from Other Funds Prepaids Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Total Liabilities *** Fund Balance *** F/B - Res for Encumbrance F/B - All Other Reserves F/B - Unreserved - Designated F/B - Unreserved/Undesignated Fund Balance - Nonspendable Fund Balance - Restricted Fund Balance - Committed Fund Balance - Assigned Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 158,689.08 0.00 0.00 0.00 0.00 158,689.08 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 59,172.00 262, 429. 00 31, 690 . 26 0.00 353,291.26 353,291.26 (194 , 602.18 ) 158,689.08 158,689.08 Page: 3/8 Page 296 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 303 CAPITAL PROJECTS FUND GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Due from Other Funds Prepaids Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Total Liabilities *** Fund Balance *** F/B - Res for Encumbrance F/B - Unreserved/Undesignated Fund Balance - Nonspendable Fund Balance - Assigned Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 658,930.71 0.00 0.00 0.00 0.00 658,930.71 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2,550,094.11 0.00 2,550,094.11 2,550,094.11 (1,891,163.40) 658,930.71 658,930.71 Page: 4/8 Page 297 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB : Tecruesta Page: 5/8 Fund 401 WATER FUND GL Number Description *** Assets *** Current Assets Cash and Cash Equivalents Investments Accounts Receivable Special Assess -Current Special Assess - noncurrent Due from Other Funds Inventories Prepaids Other Assets - Current Land Other Assets - Non Current INFRASTRUCTURE Buildings Improvements Other Than Bldgs. Machinery & Equipment Construction in Progress Intangible Assets Other Fixed Assets Deferred Outflows FIXED ASSETS Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Due to Other Governments Deferred Revenue Current Portion of Debt Other Current Liabilities Customer Deposits Noncurrent liabilities Other Long Term Liabilities Def Inflows of Resources Total Liabilities *** Fund Balance *** F/B - Res for Encumbrance F/B - All Other Reserves F/B - Unreserved - Designated F/B - Unreserved/Undesignated N.A., Inv in Cap, net of debt Net Assets, Restricted Fund Balance - Restricted Fund Balance - Committed Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 0.00 2,376,574.20 4,041,477.56 605,913.75 0.00 0.00 0.00 227,480.45 30,172.69 0.00 83,335.00 83,335.00 15, 249, 991. 62 224,255.54 24,662.40 306,345.95 216,729.93 8r 038.08 0.00 548,103.80 0.00 23,943,080.97 60,141.73 (167, 541 .03) 0.00 0.00 251.53 0.00 391,728.09 0.00 41,045.71 2,344,386.67 415,756.86 478,636.00 3,564,405.56 0.00 0.00 0.00 0.00 11,584,763.87 0.00 376,728.00 500,000.00 7, 760, 148 . 90 20F22lr640.77 20r22lr640.77 157,034.64 20r378r675.41 23,943,080.97 Page 298 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA Page: 6/8 sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 402 REFUSE & RECYCLING GL Number Description Balance *** Assets *** Cash and Cash Equivalents 337,191.31 Investments 0.00 Accounts Receivable 0.00 Other Assets - Current 0.00 Total Assets 337,191.31 *** Liabilities *** Accounts Payable 0.00 Due to Other Funds 0.00 Total Liabilities 0.00 *** Fund Balance *** F/B - Unreserved/Undesignated 0.00 Fund Balance - Unassigned 94,283.76 Total Fund Balance 94,283.76 Beginning Fund Balance 94,283.76 Net of Revenues VS Expenditures 242,907.55 Ending Fund Balance 337,191.31 Total Liabilities And Fund Balance 337,191.31 Page 299 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB : Tecruesta Page: 7/8 Fund 403 STORMWATER UTILITY GL Number Description *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Due from Other Funds Inventories Prepaids Other Assets - Current Other Assets - Non Current INFRASTRUCTURE Buildings Improvements Other Than Bldgs. Machinery & Equipment Construction in Progress Deferred Outflows Total Assets *** Liabilities *** Accounts Payable Accrued liabilities Retainage Payable Due to Other Funds Due to Other Governments Current Portion of Debt Other Long Term Liabilities Def Inflows of Resources Total Liabilities *** Fund Balance *** F/B - Res for Encumbrance F/B - Unreserved - Designated F/B - Unreserved/Undesignated N.A., Inv in Cap, net of debt Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance Balance 76,103.25 0.00 82.33 0.00 885.05 517.71 0.00 0.00 2,003,395.44 0.00 0.00 17,118.63 0.00 25,859.00 2,123,961.41 9r430.33 (12, 400. 13) 0.00 0.00 0.00 0.00 14,769.37 10,773.00 22,572.57 0.00 0.00 0.00 1,236,387.06 740,011.78 1,976,398.84 1,976,398.84 124,990.00 2,101,388.84 2,123,961.41 Page 300 of 501 Q ltoti# o BALANCE SHEET FOR VILLAGE OF TEQUESTA sracanPeriod Ending 03/31/2022 DB: Teauesta Fund 605 SPECIAL LAW ENFORCEMENT GL Number Description Balance *** Assets *** Cash and Cash Equivalents Investments Accounts Receivable Inventories Prepaids Total Assets *** Liabilities *** Accounts Payable Due to Other Funds Total Liabilities *** Fund Balance *** Fund Balance - Nonspendable Fund Balance - Restricted Fund Balance - Assigned Fund Balance - Unassigned Total Fund Balance Beginning Fund Balance Net of Revenues VS Expenditures Ending Fund Balance Total Liabilities And Fund Balance 201,887.76 0.00 0.00 0.00 8,540.61 210,428.37 3,883.37 0.00 3,883.37 13,352.35 143,688.75 0.00 0.00 157,041.10 157,041.10 49,503.90 206,545.00 210,428.37 Page: 8/8 Page 301 of 501 Agenda Item #9. VILLAGE OF TEQUESTA Cash &Investments Unadjusted Unaudited 3/31/2022 General Fund #001 Building Fund # 101 Capital Improvement Fund #301 Capital Projects Fund #3 03 Water Utility #401 Refuse &Recycling #402 Stormwater #403 Special Law Enforcement #605 Total Cash and Investments SBA Prime Cash Investments Total $ 316011290 $ 610251787 $ 916279077 190431142 0 110431142 1581689 0 1581689 658,931 0 658,931 213761574 410411478 614181052 3375191 0 3375191 761103 0 761103 20108 0 20108 $ 814539809 $ 10,0679264.07 $ 18,5219072.61 Page 302 of 501 Item #9. VILLAGE OFTEQUESTA kgenda REVENUE REPORT -UNADJUSTED, UNAUDITED 3/31/2022 YTD BALANCE I YTD BALANCE DESCRIPTION 3/31/2021 3/31/2022 VARIANCE %VARIANCE NOTES REVENUES Fund 001 - GENERAL FUND General Property Taxes 7,087,571 7,651,511 563,940 7.96% Historically, 91% receipted by the end of Feb-94% now Sales & Use Taxes 663,559 739,067 75,507 11.38% State revenues distributions increase Franchise fees - gross receipt 235,484 199,536 (35,948) -15.27% Timing in revenue recording Licenses & Permits 600 690 90 15.00% Grants - Federal 160,109 11708 (158,401) -98.93% Differs from year to year Intergovernmental Revenue 3641447 425,598 61,151 16.78% State revenues distributions increase Chgs for Services - Gen Gov 3371488 295,067 (42,422) -12.57% Decrease in large projects - land development fees Intragovernmental Revenue 515,648 428,171 (87,477) -16.96% Decrease in admin fees from Water fund Rents & Royalties 115,814 119,388 3,574 3.09% Contributions & Donations 0 3,350 3,350 100.00% Differs from year to year Miscellaneous Revenues 9,486 2,834 (6,652) -70.13% Chgs for Services - Public Safety 684,602 540,159 (144,443) -21.10% Timing in EMS fees recording, plan review fees decrease Fines & Forfeitures 15,325 10,349 (4,977) -32.47% Impact Fees 8,233 9,602 1,369 16.63% Differs from year to year, decrease in new projects Grants - State 13,605 12,102 (1,503) -11.05% Differs from year to year Charges for Services - Recr. 535 699 164 30.74% Transfers In 31,994 0 (31,994) -100.00% Differs from year to year Unrestricted Investment Earning 3,453 21431 (1,023) -29.61% Interest rate decrease Other Financing Sources 174,219 965 (173,254) -99.45% Capital lease, sale of assets differ from year to year Total General Fund 10,422,172 10,443,225 21,053 0.20% Fund 101 - BUILDING FUND Licenses & Permits 602,826 412,966 (189,860) -31.49% Decrease in large projects Grants - Federal 1,813 0 (1,813) -100.00% Differs from year to year Charges for Services 7,031 450 (6,580) -93.60% Admin fees from other gov depending on projects Miscellaneous Revenues 0 56 56 100.00% Unrestricted Investment Earning 561 162 (399) -71.12% Total Building Fund 6121231 4131634 (198,597) -32.44% Fund 301 - Capital Improvement Fund Unrestricted Investment Earning 211 54 (158) -74.54% Total Capital Improvement Fund 211 54 (158) -74.54% Fund 303 - Capital Projects Fund Unrestricted Investment Earning 1,092 405 (687) -62.92% Other Financing Sources 6,890,000 0 (6,890,000) -100.00% Loan proceeds for cap. projects recv'd in previous yr Total Capital Projects Fund: 6,891,092 405 (6,890,687) -99.99% Fund 401 - Water Fund Grants Federal 3,542 0 (3,542) -100.00% Differs from year to year Miscellaneous Revenues 49,535 26,505 (23,030) -46.49% Differs from year to year (credit recorded in FY 2021) Other Financing Sources 155,652 75,889 (79,763) -51.24% Capital connect charges due to big projects Unrestricted Investment Earning 3,642 11776 (1,866) -51.23% Interest rate decrease Charges for Services 21493,964 21793,674 299,710 12.02% Timing in Water revenues billing/recording Total Water Fund: 2,706,334 2,897,843 191,509 7.08% Fund 402 - Refuse & Recycling Intergovernmental Revenue 0 11102 11102 100.00% SWA shared revenues distributions increase Unrestricted Investment Earning 179 50 (129) -71.94% Charges for Services 448,396 462,865 141470 3.23% Total Refuse & Recycling: 448,575 464,018 15,443 3.44% Fund 403 - Stormwater Utility Unrestricted Investment Earning 580 18 (562) -96.84% Charges for Services 402,088 450,172 48,084 11.96% Total Stormwater Utility: 402,668 450,190 47,522 11.80% Fund 605 - Special Law Enforcement Forfeitures 0 871764 871764 100.00% Differs from year to year Unrestricted Investment Earning 56 25 (32) -56.22% Total Special Law Enforcement 56 871789 871733 155747.63% TOTAL REVENUES - ALL FUNDS 211483,339 14/757/157 (6,726,182) -31.31% TOTAL REVENUE LESS TRANSFERS 211451,345 14/757/157 (6,694,188) -31.21% NOTES are for differences grater than 10% and amounts over $1,000. Page 303 of 501 genda Item #9. VILLAGE OF TEQUESTA EXPENDITURE REPORT - UNADJUSTED, UNAUDITED 3/31/2022 YTD BALANCE YTD BALANCE DESCRIPTION 3/31/2021 3/31/2022 VARIANCE VARIANCE NOTES EXPENDITURES Fund 001 - GENERAL FUND Council 23,049 38,105 15,056 65.32% Computer system maintenance, council exp. Manager 132,902 147,602 141700 11.06% Salary increase, timing difference Human Resources 168,016 189,933 21,917 13.04% Salary increase, timing diff; employee recognition Village Clerk 156,711 173,315 16,604 10.60% News letter, website and comp. maint increases Finance 333,143 3591949 26,806 8.05% Legal 78,550 62,911 (15,639) -19.91% Differs from year to year Comprehensive Planning 571761 92,628 34,866 60.36% Other contractual services increase General Government 1571277 135,770 (21,507) -13.67% Paradise park lease termination IT 312,242 2671213 (45,029) -14.42% Decrease in equipment purchases/IT projects Police Department 1,519,866 1,643,289 123,423 8.12% Code Compliance 38,838 541214 15,377 39.59% Additional Part time salaries Fire Control 21235,802 2,083,763 (152,040) -6.80% Vehicle purchase in 2021 ($299K) Public Works 599,000 666,945 67,945 11.34% Misc. projects, path way maint. increase Leisure Services 326,963 431,526 104,564 31.98% Salaries, builders risk ins, special events exp increase Debt Service 276,225 664,970 388,745 140.74% New debt service (rec.center, vehicles & SAN project ) Total General Fund 6,416,345 7,012,133 595,787 9.29% Fund 101 - BUILDING FUND Building Department 2971427 333,938 36,511 12.28% Inspection services, insurance increase Interfund Transfers 10,103 0 (10,103) -100.00% Differs from year to year Total Building Fund 307,530 333,938 26,408 8.59% Fund 301 - Capital Improvement Fund Public Works 1,080 194,656 193,576 17923.70% Roads and sidewalks repair and maintenance Parks 3,600 0 (3,600) -100.00% Projects differ from year to year Total Capital Improvement Fund: 4,680 194,656 189,976 4059.32% Fund 303 - Capital Projects Fund Public Works 0 255,000 255,000 100.00% Roads repair and maintenance Recreation Center 468,366 1,636,568 1,168,202 249.42% Recreation Center project Total Capital Projects Fund: 468,366 1,891,568 1,423,202 100.00% Fund 401 - Water Fund Water -Administration 712,180 760,695 48,515 6.81% Water - Production 858,026 857,868 (157) -0.02% Water -Distribution 455,800 338,327 (117,473) -25.77% Vacant position, water system maint, pension exp timing Water -Customer Service 112,520 128,546 16,026 14.24% Regular salaries increase Renewal & Replacement 409,525 438,377 28,852 7.05% Debt Service 223,036 216,995 (6,041) -2.71% Interfund Transfers 21,891 0 (21,891) -100.00% Differs from year to year Other Nonoperating 3,045 0 (3,045) -100.00% Differs from year to year - loss on disposal of CA Total Water Fund: 21796,023 21740,809 (55,214) -1.97% Fund 402 - Refuse & Recycling Refuse and Recycling 213,679 2211110 71432 3.48% Total Refuse & Recycling: 213,679 2211110 71432 3.48% Fund 403 - Stormwater Utility Storm Water Utilities 157,808 169,199 11,391 7.22% Renewal & Replacement 92,337 156,001 63,664 68.95% Drainage improvements Other Nonoperating 8,820 0 (8,820) -100.00% Differs from year to year - loss on disposal of CA Total Stormwater Utility: 258,965 325,200 66,236 25.58% Fund 605 - Special Law Enforcement Police 9,441 381285 28,844 305.52% Exp. vary from yr to yr, not spent evenly throughout the yr Total Special Law Enforcement: 9,441 38,285 28,844 100.00% TOTAL EXPENDITURES - ALL FUNDS 10,475,028 121757,699 2,282,671 21.79% TOTAL EXP LESS TRANSFERS 10,464,925 121757,699 2,292,774 21.91% * Varies by department, different expenditures have not been recorded in FY 2022 vs FY 2021. NOTES are for differences grater than 10% and amounts over $1,000. Page 304 of 501 Benda Item #9. THE VILLAGE OF TEQUESTA REVENUE REPORT - UNADJUSTED, UNAUDITED 3/31/2022 FY 2022 FY 2022 50.00% ORIGINAL AMENDED TARGET YTD BALANCE DOLLAR PERCENT % BDGT DESCRIPTION BUDGET BUDGET BUDGET 3/31/2022 VARIANCE VARIANCE USED NOTES Fund 001- GENERAL FUND General Property Taxes 8,158,070 8,158,070 4,079,035 7,651,511 3,572,476 87.58% 93.79 Historically, 91% receipted by the end of Feb Sales & Use Taxes 1,910,660 1,910,660 955,330 739,067 (216,263) -22.64% 38.68 State revenues one/two month behind Franchise fees - gross receipt 462,000 462,000 231,000 199,536 (31,464) -13.62% 43.19 Franchise receipts one month behind Licenses & Permits 1,000 1,000 500 690 190 38.00% 69.00 Intragovernmental Revenue 856,310 856,310 428,155 428,171 16 0.00% 50.00 Grants Federal 20,400 1,165,630 582,815 1,708 (581,107) -99.71% 0.15 ARPA funds are not yet received Grants - State 12,000 12,000 6,000 12,102 6,102 101.70% 100.85 Differ from year to year Intergovernmental Revenue 907,320 907,320 453,660 425,598 (28,062) -6.19% 46.91 State rev is one/two month behind Chgs for Services - Gen Gov 195,500 195,500 97,750 295,067 197,317 201.86% 150.93 Land development fees Chgs for Services - Public Safety 1,265,570 1,267,660 633,830 540,159 (93,671) -14.78% 42.61 Timing in revenue recording - EMS svcs, PBC svcs Charges for Services - Recr. 46,190 46,190 23,095 699 (22,396) -96.97% 1.51 No programs due to construction Fines & Forfeitures 18,500 18,500 9,250 10,349 1,099 11.88% 55.94 Code enforcement fees differs Unrestricted Investment Earning 8,300 8,300 4,150 2,431 (1,719) -41.43% 29.28 Receipts are one month behind, timing Rents & Royalties 255,190 255,190 127,595 119,388 (8,207) -6.43% 46.78 Impact Fees 1,500 1,500 750 9,602 8,852 1180.24% 640.12 Differ from year to year Contributions & Donations 2,000 2,000 1,000 3,350 2,350 235.00% 167.50 Tequesta fest contributions received Miscellaneous Revenues 12,230 12,230 6,115 2,834 (3,281) -53.66% 23.17 Differ from year to year Other Financing Sources (lease) 0 1,865,588 932,794 965 (931,829) -99.90% 0.05 Fire trucks will not be received this FY Appropriate Fund Balance 1,145,230 55,710 0 Total General Fund 15,277,970 17,201,358 8,600,679 10,443,225 1,842,546 21.42% 60.71 Fund 101- BUILDING FUND Licenses & Permits 503,000 503,000 251,500 412,966 161,466 64.20% 82.10 Fees collected for projects Chgs for Sery - Gen Gov 0 0 0 450 450 100.00% 0.00 Unrestricted Investment Earning 1,400 1,400 700 162 (538) -76.84% 11.58 Miscellaneous Revenues 0 0 0 56 56 100.00% 0.00 Appropriate Fund Balance 171,860 171,860 0 Total Building Fund 676,260 676,260 338,130 413,635 75,505 22.33% 61.17 Fund 301- Capital Improvement Fund Unrestricted Investment Earn 1,000 1,000 500 54 (446) -89.20% 5.40 Transfers In 677,260 677,260 338,630 0 (338,630) -100.00% 0.00 Timing in revenue recording Appropriate Fund Balance 87,000 117,585 0 Total Capital Improvement Fund: 765,260 795,845 397,923 54 (397,869) -99.99% 0.01 Fund 303 - Capital Projects Fund Unrestricted Investment Earning 500 500 250 405 155 62.00% 100.00 Transfers In 87,000 117,585 58,793 0 (58,793) -100.00% 0.00 Timing in revenue recording Appropriate Fund Balance 254,500 2,613,138 0 Total Capital Projects Fund: 342,000 2,731,223 1,365,612 405 (1,365,207) -99.97% 0.00 Fund 401- Water Fund Charges for Services 6,346,500 6,346,500 3,173,250 2,793,704 (379,546) -11.96% 44.02 Timing in Water revenues billing/recording Unrestricted Investment Earn 8,400 8,400 4,200 1,776 (2,424) -57.71% 21.14 Interest rate decrease Miscellaneous Revenues 48,500 48,500 24,250 26,505 2,255 9.30% 54.65 Revenue receipted as a one time deposit Other Financing Sources (loan) 4,457,000 4,457,000 2,228,500 75,889 (2,152,611) -96.59% 1.70 Loan proceeds recorded when received Appropriate Fund Balance 2,076,950 2,643,746 0 0 Total Capital Projects Fund: 12,937,350 13,504,146 6,752,073 2,897,873 (3,854,200) -57.08% 21.46 Fund 402 - Refuse & Recycling Intragovernmental Revenue 0 0 0 1,102 1,102 100.00% 100.00 SWA revenue sharing Charges for Services 500,940 500,940 250,470 462,865 212,395 84.80% 92.40 Historically, 91% receipted by the end of Feb Unrestricted Investment Earn 500 500 250 50 (200) -79.89% 10.06 Appropriate Fund Balance 28,570 28,570 0 Total Refuse & Recycling: 530,010 530,010 265,005 464,018 199,013 75.10% 87.55 Fund 403 - Stormwater Utility Grants & Contributions 30,000 30,000 15,000 0 (15,000) -100.00% 0.00 Differ from year to year Charges for Services 497,810 497,810 248,905 450,172 201,267 80.86% 90.43 Historically, 91% receipted by the end of Feb Unrestricted Investment Earn 1,400 1,400 700 18 (682) -97.38% 1.31 Transfers In 150,000 150,000 75,000 0 (75,000) 100.00% 100.00 Differ from year to year Appropriate Fund Balance 0 47,352 23,676 Total Stormwater Utility: 679,210 726,562 363,281 450,190 86,909 23.92% 61.96 Fund 605 - Special Law Enforcement Forfeitures 0 0 0 87,764 87,764 100.00% 0.00 Differ from year to year Unrestricted Investment Earn 0 0 0 25 25 200.00% 1.00 Appropriate Fund Balance 74,920 149,670 0 0.00 Total Special Law Enforcement 74,920 149,670 74,835 87,789 12,954 17.31% 0.00 TOTAL REVENUES - ALL FUNDS 31,282,980 36,315,074 18,157,537 14,757,188 (3,400,349) -18.73% 40.64 TOTAL REV - LESS TFRS AND APPR 26,529,690 29,542,598 14,771,299 14,757,188 (14,111) -0.10% 49.95 NOTES are for differences grater than 10% and amounts over $1,000. Page 305 of 501 Age THE VILLAGE OF TEQUESTA EXPENDITURE REPORT - UNADJUSTED, UNAUDITED 3/31/2022 FY 2022 FY 2022 50.00% ORIGINAL AMENDED TARGET YTD BALANCE DOLLAR PERCENT % BDGT DESCRIPTION BUDGET BUDGET BUDGET 3/31/2022 VARIANCE VARIANCE USED Fund 001- General Fund Council 77,350 77,350 38,675 38,105 (570) -1.47% 49.26 (1), (2) Manager 306,720 306,720 153,360 147,602 (5,758) -3.75% 48.12 Human Resources 385,040 385,040 192,520 189,933 (2,587) -1.34% 49.33 Village Clerk 373,940 373,940 186,970 173,315 (13,655) -7.30% 46.35 Finance 715,220 715,220 357,610 359,949 2,339 0.6S% 50.33 Legal 190,000 190,000 95,000 62,911 (32,089) -33.78% 33.11 Comprehensive Planning 281,540 281,540 140,770 92,628 (48,142) -34.20% 32.90 General Government 314,310 280,310 140,155 135,770 (4,385) -3.13% 48.44 IT 476,650 476,650 238,325 267,213 28,888 12.12% 56.06 (3) Police Department 3,558,370 3,603,969 1,801,985 1,643,289 (158,695) -8.81% 45.60 (1), (2) Code Compliance 124,480 124,480 62,240 54,214 (8,026) -12.89% 43.55 (1), (2) Fire Control 4,172,295 6,050,084 3,025,042 2,083,763 (941,279) -31.12% 34.44 (1), (2) Public Works 1,546,915 1,546,915 773,458 666,945 (106,512) -13.77% 43.11 (1), (2) Leisure Services 942,080 976,080 488,040 431,526 (56,514) -11.58% 44.21 (3) Debt Service 886,280 8861280 443,140 664,970 221,830 50.06% 75.03 New debt service Interfund Transfers 827,260 827,260 413,630 0 (413,630) -100.00% 0.00 (3) Other Nonoperating 99,520 99,520 49,760 0 (49,760) -100.00% 0.00 Represents GF unused contin€ Total General Fund 15,277,970 17,201,358 8,600,679 7,012,133 (1,588,546) -18.47% 40.76 Fund 101- BUILDING FUND Building & Zoning 676,260 676,260 338,130 333,938 (4,192) -1.24% 49.38 (1), (2) Total Building Fund 676,260 676,260 338,130 333,938 (4,192) -1.24% Fund 301- Capital Improvement Fund Public Works 419,590 419,590 209,795 194,656 (15,139) -7.22% 46.39 (2) Interfund Transfers 87,000 117,585 58,793 0 (58,793) -100.00% 0.00 (3) Other Nonoperating 258,670 258,670 129,335 0 (129,335) -100.00% 0.00 (3) Total Capital Improvement Fund: 765,260 795,845 397,923 194,656 (203,267) -51.08% 24.46 Fund 303 - Capital Projects Fund Public Works 255,000 255,000 127,500 255,000 127,500 100.00% 100.00 Recreation Center 87,000 2,476,223 1,238,112 1,636,568 398,457 32.18% 66.09 Total Capital Projects Fund: 342,000 2,731,223 1,365,612 1,891,568 525,957 38.51% 69.26 Fund 401- Water Fund Water -Administration 1,377,790 1,494,036 747,018 760,695 13,677 1.83% 50.92 Water - Production 1,945,290 1,945,290 972,645 857,868 (114,777) -11.80% 44.10 Water -Distribution 742,350 756,350 378,175 338,327 (39,848) -10.54% 44.73 (1), (2) Water -Customer Service 279,450 279,450 139,725 128,546 (11,179) -8.00% 46.00 (1), (2) Renewal & Replacement 3,657,000 4,093,550 2,046,775 438,377 (1,608,398) -78.58% 10.71 (2) Capital Improvement 4,442,000 4,442,000 2,221,000 0 (2,221,000) -100.00% 0.00 (2) Debt Service 493,470 4931470 246,735 216,995 (29,740) -12.05% 43.97 Other Nonoperating 0 0 0 0 0.00% 0.00 Total Capital Projects Fund: 12,937,350 13,504,146 6,752,073 2,740,809 (4,011,264) -59.41% 20.30 Fund 402 - Refuse & Recycling Refuse and Recycling 530,010 530,010 265,005 221,110 (43,895) -16.56% 41.72 (1), (2) Other Nonoperating 0 0 0 0 0 0.00% 0.00 Total Refuse & Recycling: 530,010 530,010 265,005 221,110 (43,895) -16.56% 41.72 Fund 403 - Stormwater Utility Storm Water Utilities 351,690 376,615 188,308 169,199 (19,109) -10.15% 44.93 (1), (2) Renewal & Replacement 282,000 304,427 152,214 156,001 3,788 2.49% 51.24 (2), (3) Other Nonoperating 45,520 45,520 22,760 0 (22,760) -100.00% 0.00 (3) Total Stormwater Utility: 679,210 726,562 363,281 325,200 (38,081) -10.48% 44.76 Fund 605 - Special Law Enforcement Police 74,920 149,670 74,835 38,285 (36,550) -48.84% 100.00 (2) Total Special Law Enforcement 74,920 149,670 74,835 38,285 (36,550) -48.84% 100.00 TOTAL EXPENDITURES - ALL FUNDS 31,282,980 36,315,074 18,157,537 12,757,699 (5,399,838) -29.74% 35.13 Notes: (1) Personal expenditures/expenses recorded as when paid not when accrued. Personnel paid 3/31/22 for the period ended 3/26/22. 5 days of personnel expenditures not reflected in March 2022. (2) Not all operating expenditures/expenses recorded for the services of March 2022. Expenditures recorded on a cash basis and adjusted at year end. (3) Timing in expenditures/expenses recording or/and recorded as one time entry. Page 306 of 501 Agenda Item #9. o � (D (D i O L 0_D cq a) 0 0 0 O a) O ._ L a) U LL LL U _ = C O C 0 U 2 = E U E U _ -0 Y Y � >1 N >1 N � _ >O1 In CE .-C EQQ U Y Y U Y L � p p p p p � p � > � LO Ln Ln O O O O 4 O) 1 1 1 1 1 1 1 1 1 1 �:3 r ti � O O O O LU LU M M W J i O � ti � O LO LO J J ~ M J i I v X . LU1:� > > :tt > LO LO O 0 O O O 00 00 O L N N o O O O O O 'ITO C6 00 M � O r N o 00 O O o O- - O - J M� � LO CY) O LO o� LU LUM W Q M) J J r N Z09. 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