HomeMy WebLinkAboutFY24 Annual Financial ReportSTATE OF IOWA
2024
FINANCIAL REPORT
FISCAL YEAR ENDED
NNE 30, 2024
CITY OF WATERLOO, IOWA
DUE: December 1, 2024
16200701000000
CITY OF WATERLOO
715 Mulberry Street
WATERLOO IA 50703-5783
POPULATION: 67314
NOTE - The information supplied in this report will be shared by the Iowa State Auditor's Office, the U.S. Census Bureau, various public interest groups, and State and federal
agencies.
ALL FUNDS
Governmental (a)
Proprietary (b)
Total Actual (c)
Budget (d)
Revenues and Other Financing Sources
Taxes Levied on Property
45,190,123
45,190,123
45,178,924
Less: Uncollected Property Taxes -Levy Year
0
0
0
Net Current Property Taxes 1.
45,190,123
45,190,123
45,178,924
Delinquent Property Taxes
115,029
115,029
0
TIF Revenues
13,684,602
13,684,602
13,065,256
Other City Taxes
23,423,923
0
23,423,923
21,846,255
Licenses and Permits
1,668,723
9,069
1,677,792
1,531,946
Use of Money and Property
6,989,849
1,369,266
8,359,115
2,222,690
Intergovernmental
35,003,902
4,462,210
39,466,112
59,025,991
Charges for Fees and Service
14,406,170
26,869,952
41,276,122
38,994,716
Special Assessments
374,334
0
374,334
308,000
Miscellaneous
14,435,555
27,091
14,462,646
13,886,197
Other Financing Sources
52,460,791
5,928,578
58,389,369
41,504,995
Transfers In
25,774,956
0
25,774,956
36,635,895
Total Revenues and Other Sources
207,753,001
38,666,166
246,419,167
274,200,865
Expenditures and Other Financing Uses
Public Safety
42,521,848
42,521,848
43,326,400
Public Works
32,596,085
32,596,085
38,618,720
Health and Social Services
372,010
372,010
380,880
Culture and Recreation
12,282,293
12,282,293
13,684,065
Community and Economic Development
17,653,528
17,653,528
23,788,934
General Government
13,461,747
13,461,747
14,527,657
Debt Service
14,674,659
14,674,659
14,678,350
Capital Projects
43,578,080
43,578,080
60,798,994
Total Governmental Activities Expenditures
177,140,250
0
177,140,250
209,804,000
BUSINESS TYPE ACTIVITIES
31,956,464
31,956,464
61,906,149
Total All Expenditures 1
177,140,250
31,956,464
209,096,714
271,710,149
Other Financing Uses
23,696,360
2,078,596
25,774,956
Transfers Out
23,696,360
2,078,596
25,774,956
36,635,895
Total All Expenditures/and Other Financing Uses
200,836,610
34,035,060
234,871,670
308,346,044
Excess Revenues and Other Sources Over (Under) Expenditures/and Other Financing Uses
6,916,391
4,631,106
11,547,497
-34,145,179
Beginning Fund Balance July 1, 2023
126,001,947
27,389,448
153,391,395
128,428,659
Ending Fund Balance June 30, 2024
132,918,338
32,020,554
164,938,892
94,283,480
NOTE - These balances do not include the following, which were not budgeted and are not available for city operations:
Non -budgeted Internal Service Funds
Pension Trust Funds
Private Purpose Trust Funds
Agency Funds
Indebtedness at June 30, 2024
Amount
Indebtedness at June 30, 2024
Amount
General Obligation Debt
125,210,000
Other Long -Term Debt
2,558,402
Revenue Debt
41,087,540
Short -Term Debt
0
TIF Revenue Debt
13,218,824
General Obligation Debt Limit
221,546,701
CERTIFICATION
The forgoing report is correct to the best of my knowledge and belief
!N I DIGITALLY
g SIGNED
`�
Publication
11/19/2024
Signature of Preparer
Printed name of Preparer
Bridgett Wood
Phone Number
319-291-4323
•
62tcerc-irc 9r1 IGNEO
Mayor
Date Signed
11/18/2024
Signature of Mayor or Mayor Pro Tem (Name and Title)
PLEASE PUBLISH THIS PAGE ONLY
REVENUE P2
CITY OF WATERLOO
REVENUE AND OTHER FINANCING SOURCES FOR YEAR ENDED JUNE 30, 2024
GAAP / Modified
Item Description
General
(a)
Special
Revenue (b)
TIF Special
Revenue (c)
Debt
Service (d)
Capital
Projects (e)
Permanent
(f)
Total Governmental (Sum of
(a) through (f)) (g)
Proprietary
(h)
Grand Total (Sum of
(g) and (h)) (i)
Section A - Taxes
1
1
Taxes levied on property
2
23,058,702
14,777,991
7,353,430
45,190,123
45,190,123
2
Less: Uncollected Property Taxes - Levy Year
3
0
0
3
Net Current Property Taxes
4
23,058,702
14,777,991
7,353,430
0
0
45,190,123
45,190,123
4
Delinquent Property Taxes
5
47,051
30,135
37,843
115,029
115,029
5
• Total Property Tax -
6
23,105,753
14,808,126
7,391,273
0
0
45,305,152
45,305,152
6
TIF Revenues
7
13,684,602
13,684,602
13,684,602
7
Other City Taxes
Utility Tax Replacement Excise Taxes
8
824,029
529,441
224,125
1,577,595
1,577,595
8
Utility Franchise Tax (Chapter 364.2, Code of
Iowa)
9
4,972,067
4,972,067
4,972,067
9
Parimutuel Wager Tax
10
0
0
10
Gaming Wager Tax
11
1,331,875
1,331,875
1,331,875
11
Mobile Home Tax
12
39,681
25,443
10,817
75,941
75,941
12
Hotel / Motel Tax
13
1,648,461
1,648,461
1,648,461
13
Other Local Option Taxes
14
328,473
13,489,511
13,817,984
13,817,984
14
Total Other City Taxes
15
9,144,586
14,044,395
234,942
0
0
23,423,923
0
23,423,923
15
Section B - Licenses and Permits
16
1,646,219
22,504
1,668,723
9,069
1,677,792
16
Section C - Use of Money and Property
17
17
Interest
18
2,836,544
1,474,488
266,373
129,158
862,966
5,569,529
1,369,266
6,938,795
18
Rents and Royalties
19
1,178,259
242,061
1,420,320
1,420,320
19
Other Miscellaneous Use of Money and Property
20
0
0
20
21
0
0
21
Total Use of Money and Property
22
4,014,803
1,716.549
266,373
129,158
862,966
0
6,989,849
1,369,266
8,359,115
22
Section D - Intergovernmental
24
24
Federal Grants and Reimbursements
26
26
Federal Grants
27
911,451
4,494,793
5,406,244
5,406,244
27
Community Development Block Grants
28
2,227,461
2,227,461
2,227,461
28
Housing and Urban Development
29
7,030,076
7,030,076
7,030,076
29
Public Assistance Grants
30
0
0
30
Payment in Lieu of Taxes
31
0
0
31
32
0
0
32
Total Federal Grants and Reimbursements
33
911,451
13,752,330
0
0
0
14,663,781
0
14,663,781
33
REVENUE P3
CITY OF WATERLOO
REVENUE AND OTHER FINANCING SOURCES FOR YEAR ENDED JUNE 30, 2024
GAAP / Modified
Item Description
General
(a)
Special
Revenue (b)
TIF Special
Revenue (c)
Debt
Service (d)
Capital
Projects (e)
Permanent
(f)
Total Governmental (Sum of
(a) through (f)) (g)
Proprietary
(h)
Grand Total (Sum of
(g) and (h)) (i)
Section D - Intergovernmental - Continued
41
41
State Shared Revenues
43
43
Road Use Taxes
44
9,507,480
9,507,480
9,507,480
44
Other state grants and reimbursements
48
48
State grants
49
44,251
187,155
231,406
231,406
49
Iowa Department of Transportation
50
5,713,253
5,713,253
5,713,253
50
Iowa Department of Natural Resources
51
0
0
51
Iowa Economic Development Authority
52
0
0
52
CEBA grants
53
0
0
53
C&I Replacement and Tier I Business Tax
Replacement
54
1,387,991
890,932
407,615
2,686,538
2,686,538
54
STATE SHARE-BEER/LIQUOR
55
123,614
123,614
123,614
55
56
0
0
56
57
0
0
57
58
0
0
58
59
0
0
59
ITotal State
60
1,555,856
16,298,820
0
407,615
0
0
18,262,291
0
18,262,291
60
Local Grants and Reimbursements
County Contributions
63
10,342
10,342
10,342
63
Library Service
64
63,063
63,063
63,063
64
Township Contributions
65
60,861
60,861
60,861
65
Fire/EMT Service
66
0
0
66
LOCAL GOVERNMENT SHARE
67
373,455
562,448
1,006.216
1,942,119
4,462,210
6,404,329
67
LOCAL GOVERNMENT SHARE
68
1,445
1,445
1,445
68
69
0
0
69
Total Local Grants and Reimbursements
70
498,824
562,448
0
0
1,016,558
0
2,077,830
4,462,210
6,540,040
70
Total Intergovernmental (Sum of lines 33, 60,
and 70)
71
2,966,131
30,613,598
0
407,615
1,016,558
0
35,003,902
4,462,210
39,466,112
71
Section E -Charges for Fees and Service
72
72
Water
73
0
0
73
Sewer
74
0
17,263,123
17,263,123
74
Electric
75
0
0
75
Gas
76
0
0
76
Parking
77
348,739
348,739
348,739
77
Airport
78
272,231
41,232
313,463
313,463
78
Landfill/garbage
79
0
6,204,626
6,204,626
79
Hospital
80
0
0
80
REVENUE P4
CITY OF
REVENUE AND OTHER FINANCING SOURCES FOR YEAR ENDED JUNE 30,
GAAP / Modified
Item Description
General
(a)
Special
Revenue (b)
TIF Special
Revenue (c)
Debt
Service (d)
Capital
Projects (e)
Permanent
(f)
Total Governmental (Sum of
(a) through (f)) (g)
Proprietary
(h)
Grand Total (Sum of
(g) and (h)) (i)
Section E - Charges for Fees and Service -
Continued
81
81
Transit
82
0
0
82
Cable TV
83
0
0
83
Internet
84
0
0
84
Telephone
85
0
0
85
Housing Authority
86
0
0
86
Storm Water
87
0
3,402,203
3,402,203
87
Other:
88
88
Nursing Home
89
0
0
89
Police Service Fees
90
807,105
807,105
807,105
90
Prisoner Care
91
0
0
91
Fire Service Charges
92
172,363
172,363
172,363
92
Ambulance Charges
93
4,758,218
4,758,218
4,758,218
93
Sidewalk Street Repair Charges
94
43,870
43,870
43,870
94
Housing and Urban Renewal Charges
95
337,202
337,202
337,202
95
River Port and Terminal Fees
96
0
0
96
Public Scales
97
0
0
97
Cemetery Charges
98
0
0
98
Library Charges
99
9,844
9,844
9,844
99
Park, Recreation, and Cultural Charges
100
4,322,075
4,322,075
4,322,075
100
Animal Control Charges
101
0
0
101
102
2,802,254
491,037
3,293,291
3,293,291
102
103
0
0
103
Total Charges for Service
104
13,536,699
869,471
0
0
0
0
14,406,170
26,869,952
41,276,122
104
Section F - Special Assesments
106
374,334
374,334
374,334
106
Section G - Miscellaneous
107
107
Contributions
108
486,337
2,572,272
3,058,609
3,058,609
108
Deposits and Sales/Fuel Tax Refunds
109
242,152
149,489
28,921
420,562
420,562
109
Sale of Property and Merchandise
110
0
0
110
Fines
111
2,400,001
2,400,001
2,400,001
111
Internal Service Charges
112
4,044,678
50,000
4,094,678
4,094,678
112
113
162,911
9,776
172,687
27,091
199,778
113
INSURANCE REFUNDS
114
3,289,039
3,289,039
3,289,039
114
HEALTH CARE CONTRIBUTIONS
115
999,979
999,979
999,979
115
116
0
0
116
117
0
0
117
118
0
0
118
119
0
0
119
Total Miscellaneous
120
11,625,097
209,265
0
0
2,601,193
0
14,435,555
27,091
14,462,646
120
REVENUE P5
CITY OF
REVENUE AND OTHER FINANCING SOURCES FOR YEAR ENDED JUNE 30,
GAAP / Modified
Item Description
General (a)
Special
Revenue (b)
TIF Special
Revenue (c)
Debt
Service (d)
Capital
Projects (e)
Permanent
(0
Total Governmental
(Sum of (a) through (f))
(Sum(h)
Proprietary
Grand Total (Sum
of (g) and (h)) (i)
Total All Revenues (Sum of lines 6, 7, 15,16,22, 71,
104, 106, and 120)
121
66,413,622
62,283,908
13,950,975
8,162,988
4,480,717
0
155,292,210
32,737,588
188,029,798
121
Section H - Other Financing Sources
123
123
Proceeds of capital asset sales
124
179,490
179,490
12,300
191,790
124
Proceeds of long-term debt (Excluding TIF internal
borrowing)
125
26,506,345
26,506,345
5,916,278
32,422,623
125
Proceeds of anticipatory warrants or other short-term debt
126
0
0
126
Regular transfers in and interfund loans
127
11,434,068
1,619,206
2,255,193
15,308,467
15,308,467
127
Internal TIF loans and transfers in
128
246,937
4,307,485
5,912,067
10,466,489
10,466,489
128
129
0
0
129
130
0
0
130
Total Other Financing Sources
131
11,860,495
1,619,206
0
6,562,678
32,418,412
0
52,460,791
5,928,578
58,389,369
131
Total Revenues Except for Beginning Balances (Sum
of lines 121 and 131)
132
78,274,117
63,903,114
13,950,975
14,725,666
36,899,129
0
207,753,001
38,666,166
246,419,167
132
Beginning Fund Balance July 1, 2023
134
61,759,575
39,330,823
1,799,909
1,096,553
22,015,087
126,001,947
27,389,448
153,391,395
134
Total Revenues and Other Financing Sources (Sum of
lines 132 and 134)
136
140,033,692
103,233,937
15,750,884
15,822,219
58,914,216
(1
333,754,948
66,055,614
399,810,562
136
EXPENDITURES P6
CITY OF WATERLOO
EXPENDITURES AND OTHER FINANCING USES FOR FISCAL YEAR ENDED JUNE 30, 2024
GAAP / Modified
Item Description
Line
General
(a)
Special
Revenue (b)
TIF Special
Revenue (c)
Debt
Service (d)
Capital
Projects (e)
Permanent
(0(a)
Total Governmental (Sum of cols.
through Hi) (g)
Proprietary
(h)
Grand Total (Sum of
col. (g)) (i)
Line
Section A - Public Safety
1
1
Police Department/Crime Prevention
2
19,987,708
2,566,288
22,553,996
22,553,996
2
Jail
3
0
0
3
Emergency Management
4
114,695
114,695
114,695
4
Flood control
5
0
0
5
Fire Department
6
11,993,770
2,206,855
14,200,625
14,200,625
6
Ambulance
7
4,222,513
4,222,513
4,222,513
7
Building Inspections
8
1,430,019
1,430,019
1,430,019
8
Miscellaneous Protective Services
9
0
0
9
Animal Control
10
0
0
10
Other Public Safety
11
0
0
11
12
0
0
12
13
0
0
13
Total Public Safety
14
37,748,705
4,773,143
0
0
0
42,521,848
42,521,848
14
Section B - Public Works
15
15
Roads, Bridges, Sidewalks
16
142,647
19,347,376
19,490,023
19,490,023
16
Parking Meter and Off -Street
17
398,016
398,016
398,016
17
Street Lighting
18
488,031
488,031
488,031
18
Traffic Control Safety
19
1,884,196
1,884,196
1,884,196
19
Snow Removal
20
1,739,431
1,739,431
1,739,431
20
Highway Engineering
21
0
0
21
Street Cleaning
22
0
0
22
Airport (if not an enterprise)
23
1,341,668
2,253,161
3,594,829
3,594,829
23
Garbage (if not an enterprise)
24
0
0
24
Other Public Works
25
0
0
25
PUBLIC TRANSIT
26
1,512,594
1,512,594
1,512,594
26
CENTRAL GARAGE
27
3,488,965
3,488,965
3,488,965
27
Total Public Works
28
6,883,890
25,712,195
0
0
0
32,596,085
32,596,085
28
Section C -Health and Social Services
29
29
Welfare Assistance
30
0
0
30
City Hospital
31
0
0
31
Payments to Private Hospitals
32
0
0
32
Health Regulation and Inspections
33
0
0
33
Water, Air, and Mosquito Control
34
0
0
34
Community Mental Health
35
0
0
35
Other Health and Social Services
36
372,010
372,010
372,010
36
37
0
0
37
38
0
0
38
Total Health and Social Services
39
372,010
0
0
0
0
372,010
372,010
39
Section D - Culture and Recreation
40
40
Library Services
41
3,128,390
3,128,390
3,128,390
41
Museum, Band, Theater
42
1,132,815
1,132,815
1,132,815
42
Parks
43
3,241,507
3,241,507
3,241,507
43
Recreation
44
3,697,005
3,697,005
3,697,005
44
Cemetery
45
70,000
70,000
70,000
45
Community Center, Zoo, Marina, and Auditorium
46
1,012,576
1,012,576
1,012,576
46
Other Culture and Recreation
47
0
0
47
48
0
0
48
49
0
0
49
Total Culture and Recreation '
50
12,282,293
0
0
0
0
12,282,293
12,282,293
50
EXPENDITURES P7
CITY OF
EXPENDITURES AND OTHER FINANCING USES FOR FISCAL YEAR ENDED JUNE 30, — Continued
GAAP / Modified
Item description
Line
General
(a)
Special
Revenue (b)
TIF Special
Revenue (c)
Debt Service
(d)
Capital
Projects (e)
Permanent
(0
Total Governmental (Sum of
cols. (a) through (f)) (g)
Proprietary
(h)
Grand Total (Sum
of col. (g)) (i)
Line
Section E - Community and Economic
Development
51
51
Community beautification
52
0
0
52
Economic development
53
1,983,691
1,983,691
1,983,691
53
Housing and urban renewal
54
3,000
9,404,833
9,407,833
9,407,833
54
Planning and zoning
55
720,029
720,029
720,029
55
Other community and economic development
56
2,200,395
347,750
2,548,145
2,548,145
56
TIF Rebates
57
2,993,830
2,993,830
2,993,830
57
58
0
0
58
Total Community and Economic
Development
59
4,907,115
9,404,833
3,341,580
0
0
0
17,653,528
17,653,528
59
Section F - General Government
60
60
Mayor, Council and City Manager
61
1,155,109
1,155,109
1,155,109
61
Clerk, Treasurer, Financial Administration
62
1,536,854
1,536,854
1,536,854
62
Elections
63
57,956
57,956
57,956
63
Legal Services and City Attorney
64
307,429
307,429
307,429
64
City Hall and General Buildings
65
733,809
733,809
733,809
65
Tort Liability
66
2,679,914
2,679,914
2,679,914
66
Other General Government
67
6,987,522
3,154
6,990,676
6,990,676
67
68
0
0
68
69
0
0
69
Total General Government
70
13,458,593
3,154
0
0
0
13,461,747
13,461,747
70
Section G - Debt Service
71
14,674,659
14,674,659
14,674,659
71
72
0
0
72
73
0
0
73
Total Debt Service
74
0
0
0
14,674,659
0
0
14,674,659
14,674,659
74
Section H - Regular Capital Projects - Specify
75
75
INFRASTRUCTURE/BUILDING IMPROVEMENTS
76
10,435,364
19,396,503
29,831,867
29,831,867
76
VEHICLES AND EQUIPMENT
77
1,154
3,263,269
3,264,423
3,264,423
77
Subtotal Regular Capital Projects
78
0
10,436,518
0
22,659,772
0
33,096,290
33,096,290
78
TIF Capital Projects - Specify
79
79
TIF DISTRICTS CAPITAL PROJECTS
80
10,481,790
10,481,790
10,481,790
80
81
0
0
81
Subtotal TIF Capital Projects II
82
0
0
0
10,481,790
0
10,481,790
10,481,790
82
Total Capital Projects
83
0
10,436,518
0
33,141,562
0
43,578,080
43,578,080
83
Total Governmental Activities Expenditures
84
75,652,606
50,329,843
3,341,580
14,674,659
33,141,562
0
177,140,250
177,140,250
84
(Sum of lines 14, 28, 39, 50, 59, 70, 74, 83)
85
85
TIF Rebates are expended out of the TIF Special Revenue Fund within the Community and Economic Development program's activity "Other"
EXPENDITURES P8
CITY OF
EXPENDITURES AND OTHER FINANCING USES FOR FISCAL YEAR ENDED JUNE 30, — Continued
GAAP / Modified
Item description
Line
General
(a)
Special
Revenue (b)
TIF Special
Revenue (c)
Debt
Service (d)
Capital
Projects (e)
Permanent
(0
Total Governmental (Sum of
cols. (a) through (f)) (g)
Proprietary
(h)
Grand Total (Sum
of col. (g)) (i)
Line
Section I - Business Type Activities '
87
87
Water - Current Operation
88
0
88
Capital Outlay
89
0
89
Debt Service
90
0
90
Sewer and Sewage Disposal - Current Operation
91
8,821,246
8,821,246
91
Capital Outlay
92
7,636,928
7,636,928
92
Debt Service
93
2,852,838
2,852,838
93
Electric - Current Operation
94
0
94
Capital Outlay
95
0
95
Debt Service
96
0
96
Gas Utility - Current Operation
97
0
97
Capital Outlay
98
0
98
Debt Service
99
0
99
Parking - Current Operation
100
0
100
Capital Outlay
101
0
101
Debt Service
102
0
102
Airport - Current Operation
103
0
103
Capital Outlay
104
0
104
Debt Service
105
0
105
Landfill/Garbage - Current operation
106
5,765,190
5,765,190
106
Capital Outlay
107
674,970
674,970
107
Debt Service
108
0
108
Hospital - Current Operation
109
0
109
Capital Outlay
110
0
110
Debt Service
111
0
111
Transit - Current Operation
112
0
112
Capital Outlay
113
0
113
Debt Service
114
0
114
Cable TV, Telephone, Internet - Current Operation
115
1,341,804
1,341,804
115
Capital Outlay
116
2,780,396
2,780,396
116
Housing Authority - Current Operation
117
0
117
Capital Outlay
118
0
118
Debt Service
119
0
119
Storm Water - Current Operation
120
1,420,466
1,420,466
120
Capital Outlay
121
662,626
662,626
121
Debt Service
122
0
122
Other Business Type - Current Operation
123
0
123
Capital Outlay
124
0
124
Debt Service
125
0
125
Internal Service Funds - Specify
126
126
127
0
127
128
0
128
Total Business Type Activities
129
31,956,464
31,956,464
129
EXPENDITURES P9
CITY OF WATERLOO
EXPENDITURES AND OTHER FINANCING USES FOR FISCAL YEAR ENDED JUNE 30, 2024 -- Continued
GAAP / Modified
Item description
Line
General (a)
Special
Revenue (b)
TIF Special
Revenue (c)
Debt
Service (d)
Capital
Projects (e)
Permanent
(0
Total Governmental
(Sum of cols. (a) through
(I)) (g)
Proprietary
(h)
Grand Total
(Sum of col. (g))
(i)
Line
• Subtotal Expenditures (Sum of lines 84 and 129)
130
75,652,606
50,329,843
3,341,580
14,674,659
33,141,562
0
177,140,250
31,956,464
209,096,714
130
Section J - Other Financing Uses Including Transfers Out
131
131
Regular transfers out
132
1,311,116
11,610,665
308,090
13,229,871
2,078,596
15,308,467
132
Internal TIF loans/repayments and transfers out
133
10,466,489
10,466,489
10,466,489
133
134
0
0
134
Total Other Financing Uses
135
1,311,116
11,610,665
10,466,489
308,090
0
0
23,696,360
2,078,596
25,774,956
135
Total Expenditures and Other Financing Uses (Sum
of lines 130 and 135)
136
76,963,722
61,940,508
13,808,069
14,982,749
33,141,562
0
200,836,610
34,035,060
234,871,670
136
137
137
Ending fund balance June 30, :
138
138
Governmental:
139
139
Nonspendable
140
1,420,963
553,763
1,974,726
1,974,726
140
Restricted
141
11,259,855
41,103,460
789,478
839,470
32,617,176
86,609,439
86,609,439
141
Committed
142
0
0
142
Assigned
143
24,417,200
3,755,236
1,153,337
29,325,773
29,325,773
143
Unassigned
144
25,971,952
-4,119,030
-6,844,522
15,008,400
15,008,400
144
Total Governmental
145
63,069,970
41,293,429
1,942,815
839,470
25,772,654
0
132,918,338
132,918,338
145
Proprietary
146
32,020,554
32,020,554
146
Total Ending Fund Balance June 30,
147
63,069,970
41,293,429
1,942,815
839,470
25,772,654
0
132,918,338
32,020,554
164,938,892
147
Total Requirements (Sum of lines 136 and 147)
148
140,033,692
103,233,937
15,750,884
15,822,219
58,914,216
0
333,754,948
66,055,614
399,810,562
148
OTHER P10
Part III Intergovernmental Expenditures Please report below expenditures made to the State or to other local governments on a reimbursement or cost sharing basis. Include these expenditures in part II. Enter amount.
Purpose
Amount paid to other local governments
Purpose
Amount paid to State
Correction
Highways
78
Health
43,494
All other
38,039
Highways
78
Transit Subsidies
1,512,594
Libraries
Police protection
1,429,401
Sewerage
Sanitation
All other
641,865
Part IV
Wages & Salaries Report here the total salaries and wages paid to all employees of your government before deductions of social security, retirement, etc. Include also salaries and wages paid to employees of any uti ity owned and
operated by your government, as well as salaries and wages of municipal employees charged to construction projects.
YOU ARE REQUIRED TO ENTER SALARY DOLLARS IN THE Amount areas FOR SALARIES AND WAGES PAID
Amount
Total Salaries and Wages Paid
48,704,233
Part V Debt Outstanding, Issued, and Retired
Transit subsidies
A. Long -Term Debt
Debt During the Fiscal Year
Debt Outstanding JUNE 30, 2024
Purpose
Line
Debt Outstanding JULY 1, 2023
Issued
Retired
General Obligation
TIF Revenue
Revenue
Other
Interest Paid This Year
Water Utility
1.
Sewer Utility
2.
37,181,226
5,981,313
2,075,000
41,087,540
732,805
Electric Utility
3.
Gas Utility
4.
Transit -Bus
5.
Industrial Revenue
6.
Mortgage Revenue
7.
TIF Revenue
8.
5,099,161
12,798,920
4,679,256
13,218,824
272,952
Other Purposes / Miscellaneous
9.
2,961,127
402,724
2,558,402
GO
10.
110,900,000
26,000,000
11,690,000
125,210,000
2,944,709
Parking
11.
Airport
12.
Stormwater
13.
Section 108
14.
otal 1.ong-Term I
156,141,514
44,780,233
18,846,980
125,210,000
13,218,824
41,087,540
2,558,402
3,950,466
B. Short -Term Debt Amount
Outstanding as of July 1, 2023
Outstanding as of JUNE 30, 2024
DEBT LIMITATION FOR GENERAL OBLIGATIONS
Part VI Actual valuation -- January12022
,
Amount
4,430,934,025
x.05 = S
221,546,701.25
Part VII CASH AND INVESTMENT ASSETS AS OF JUNE 30, 2024
Type of asset
Cash and investments - Include cash on hand, CD's, time, checking and savings deposits,
Federal securities, Federal agency securities, State and local government securities, and all
other securities. Exclude value of real property.
Amount
Bond and interest funds (a)
Bond construction funds (b)
Pension/retirement funds (c)
All other Funds (d)
Total (e)
1,203,930.12
30,348,985.44
0
132,723,106.78
164,276,022.34
If you budget on a NON-GAAP CASH BASIS, the amount in the Total above SHOULD EQUAL he above summed amounts on the sheet
All Funds P1: Ending fund balance, column C PLUS the amounts in the shaded Note area.
Notes & Remarks
REMARKS
This report is prepared using a modified cash basis (budgetary basis) and therefore, total cash and investments shown above of $164,276,022.34 does not equal fund balance for all funds.