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HomeMy WebLinkAbout1986-1987 AdoptedBudget.pdfANNUAL SUMMARY BUDGET 1986- 1987 SEAL CITY OF CAPE GIRARDEAU MISSOURI ANNUAL SUMMARY BUDGET 1986- 1987 THEUNION �ORE1Z � 'SEAL MAYOR F.E. Rhodes CITY COUNCILMEMBERS David Barklage Frank Bean Peter Hilty David Limbaugh James Rust Curtis Smith TABLE OF CONTENTS SECTION A City Manager's Budget Message SECTION B Summaries History of Total City Resources History of Total Expenditures by Function Total 1986-87 Proposed City Resources Total 1986-87 Proposed City Expenditures by Function Summary of Budget as Recommended by City Manager - Proposed 1986-87 Budget Summary of Budget as Recommended by City Manger - 1985-86 Revision Revenue All Funds Comparative Analysis by Fund Revenue All Funds Comparative Analysis by Source Expenditures All Funds Comparative Analysis by Fund Expenditures All Funds Comparative Analysis by Major Objective City Property Tax Personnel Distribution Personnel Summary Organization Chart SECTION C General Fund SECTION D Enterprise Funds Sewer Airport Golf Course Sewer Construction SECTION E Internal Service Funds Data Processing Fleet Management SECTION F Special Revenues and Debt Service Funds Health Motor Fuel Convention/Tourism Federal Revenue Sharing Capital Improvement Multi -Purpose Building Mausoleum Special Assessments Debt Service 65 Airport SECTION G Other Governmental Units Special Business District Library Funds SECTION H Financial Trends SECTION I Appendices OFFICE OF THE CITY MANAGER CAPE GIRARDEAU, MISSOURI May 15, 1986 The Honorable Mayor and Members of the City Council City of Cape Girardeau Dear Mayor and Council Members: INTRODUCTION In accordance with Article VI, Section 6.02 of the City Charter, I am submitting herewith a recommended budget for the City of Cape Girardeau, Missouri, for the period from July 1, 1986, to June 30, 1987. This annual financial and program plan proposes the revenues and expenditures for the next fiscal year. There is a new budget format being presented this year which includes two separate documents. The first document will be a Summary Budget which will include, in statistical and graphical form, a summary of revenues, expenditures, personnel and budget projections. This is the document the Council will spend its time reviewing because it deals st directly with the establishment of policy and short and long rl _e direction for the City. The second document will be the more tradit' al "line item" budget that contains the minute detail of revenues by fund and source, expenditures by fund and major and minor object code. The City will be implementing the modified accrual, fund accounting system with the beginning of the new fiscal year. This new accounting system has been planned for a long time, is in accordance with recommendations of the City's auditing firm and within the guidelines of generally accepted accounting principles. The change will coincide with placing the new data based computer system on line. The actual format of the adopted budget will be somewhat different than the two documents discussed above; however, the appropriation and expenditure levels will remain the same. BACKGROUND The total proposed 1985-86 budget consists 'of eighteen (18) separate funds. Most general governmental services are included in the General Fund, which is the largest operating fund and is financed in part by the advalorem tax levy. The Library Fund accounts for all operations of the public library and is self-supporting by a separate tax levy. Also, the Health Fund is partially self-sustaining, again relying primarily on the advalorem tax levy with supplemental funding from the General Fund. The Sewer Fund is established as an enterprise fund to collect user fees and pay the entire payment of bond indebtedness and operating costs for the sanitary sewer collection and disposal system. The Airport Operating Fund is essentially a self-supporting fund to provide for maintenance and operation of the City -owned airport. The Federal Revenue Sharing Fund has been established as a trust fund for the receipt and disburse- ment of federal aid. Also, the Motor Fuel Tax Fund is a revolving fund The Honorable Mayor and Members of the City Council May 15, 1986 to account for the allocation of motor fuel revenue that is submitted to the City by the State Highway and Transportation Department from the gasoline tax payments within the State of Missouri. The Golf Course Fund has been established to provide for the accounting of revenue and expenditures for the operation of this major recreational activity. The Capital Improvements Fund collects revenue and outlines the expenditures available for major capital improvements in the City. In addition to these funds, there exists a Mausoleum Fund which is a minor fund to provide for an accounting of specialized expenditure as previously established by the City. The Data Processing Fund is a self-supporting enterprise operation which provides staff support to all City Operations. The Convention and Tourism Fund has been established to account for the receipts and disbursements from a gross receipts tax on hotels, motels and restaurants within the community. The Special Business District Fund has been established to account for a special tax levy that is authorized in the downtown area, administered by the City Council upon recommendations of a special advisory board. The Special Assessment Fund has been established, in accordance with recommendations from the City auditors, to provide for the accounting of receipts and disbursements for public improvement projects that involve various types of special assessments. The Fleet Services Fund has been established as a revolving enterprise fund to more accurately account for the cost of operating the City's equipment fleet. The two new funds this year are the Debt Service Fund which is utilized to make disbursements to partially meet the City's debt service obligations for the General Obligation Public Building Bonds, Series 1984, and the Sewer Construc- tion Fund which is utilized to disburse proceeds of the 1986 Sewer Revenue Bonds. The Multi -Use Construction Fund is established to pay for the City's portion of the cost of this joint City/University project. The recommended budget is within projected revenues. The budget provides for a recommended all funds expenditure of $21,715,219 and will require a tax levy from all sources of $1,193,430. These tax sources include real property, personal, railroad and utilities, intangible and delinquent. The proposed tax levy per $100 of assessed valuation is $.58, which is an increase over the tax levy rate as authorized the last four (4) years by the City Council. The enactment of the Gramm -Rudman -Hollings Act by the Congress will make numerous changes in state, county and municipal budgets throughout the United States. This attempt by the federal government to reach a balanced budget by reducing shared federal revenues with local governments will force revenue increases or service decreases at the local level. This will effect Cape Girardeau in future years with program reductions in the Community Development Block Grant program (streets and rehabilitation), Federal Aid Urban program (streets and bridges), Urban Mass transit (subsidized taxi coupons) and Environmental Protection Agency (sanitary sewers). However, the largest and most immediate impact will be felt by the proposed elimination of the Federal Revenue Sharing this year. This program has been utilized over the past The Honorable Mayor and Members of the City Council May 15, 1986 14 years for new public buildings, building renovations, park improvements, airport improvements, streets, sewers and equipment purchases. In recent years most of the Revenue Sharing funds have been used to pay for the increasing costs of solid waste collection and disposal. An immediate revenue source will have to be generated in order to continue the solid waste program. The preparation of the annual operating budget provides the City staff with the opportunity to critically review existing services and programs. This review allows comparison of the value and the priority of each operation with new programs or improved service levels. We continue to stress improved productivity with supervisors and employees, and we have involved more employees in the decision making process in order to continue to improve upon our delivery of services. This should not be considered a precise document; rather, it contains hours of study and deliberative judgment in service delivery. The City budget and its proposed revenues and expenditures are reviewed on a monthly basis and adjusted where needed as changes may become effective in the amount of revenue received by the City or where expenditures may require an adjustment. The appropriations recommended will provide a level of service that will somewhat maintain the level attained by City government this past year. There is a greater emphasis placed on Parks and Recreation and capital outlay items this year. However, it should be pointed out that there are certain programs that continue to draw from existing revenue sources in a manner which will ultimately lead to a decrease in service delivery. These programs, such as the swimming pools, golf course, health and airport, need to be reviewed on a regular basis to determine if altered revenue sources should be used to maintain the viability of these programs. There is a new section in this year's budget dealing with a statistical projection of revenues and expenditures. A review of these multi-year projections will give the City Council more information on which to make decisions concerning the proposed budget. The projections make certain economic assumptions that may change over a period of time. The General Fund will remain viable until -the 1990-91 fiscal year. However, prior to that time adjustments will have to be made to assure a continued positive revenue flow. The Sewer Fund will remain in a positive position over the next five years as originally adopted by the Council, with the recent rate adjustment. The Health Fund will continue to need an immediate infusion of revenue to maintain its current level of activity. The Airport and the Golf Course will also need additional revenue to maintain current activity. The other new section provides for a multi-year projection of various factors on graphs. These computer projections cover such areas as revenues per capita, population, level of capital outlay, operating deficits, employees per capita, uncollected property tax, property tax revenue, elastic tax revenues, general fund balances and The Honorable and Members of the May 15, 1986 Mayor City Council intergovernmental revenues. We traditionally use these factors to assist in making budget decisions. The operating departmental budgets, as with family budgets and those of business entities, will be doing without needed items. The restricted revenue forecasts force the elimination of many requested capital replacement items. In fact, this budget only funds approximately 40% of the capital outlay requests of the various departments. The City government will be able to accomplish some major capital improvements using various federal funding sources. These include funding from the Federal Aviation Administration for airport improvements, bridge and road improvements from Federal Aid Urban Funds and housing and street improvements from the Community Development Block Grant Program. This year we will again be selecting capital projects from the Capital Improvement Program previously approved by the City Council and including them within the operating budget for the current year. The capital improvement projects will be basically those that were included within the first year of the adopted program. As was pointed out to the City Council within the five-year Capital Improvement Program document, the types of projects that were proposed within the program will have to be funded by revenue sources that are not currently available to the City. Specifically, these would include various types of debt issues by either revenue or general obligation bonds, the implementation of various types of user charges, as they would relate to City services, and other types of new revenues that could be made available to provide for capital improvement projects within the City. These and other capital improvement items are contained within the appropriate fund within this document. BUDGET HEARING REQUIREMENTS The City Council must hold a separate public hearing on the allocation of General Revenue Sharing funds as they relate to the entire City budget. It is recommended that this public hearing be scheduled for Wednesday, June 4, 1986. Also, once the City Council adopts the annual operating budget, a notice must be published of the approved appropriation of funds from this source within 30 days after the adoption of the budget document. The City Council, in accordance with Article VI, Section 6.06 of the City Charter, shall hold a public hearing on the proposed budget. It is recommended that this public hearing be held on Wednesday, June 4, 1986, in conjunction with the public hearing for the expenditure of General Revenue Sharing funds. It is also recommended that the City Council consider adoption of the budget ordinance at its meetings on June 4 and June 18, 1986. A public hearing is required in conjunction with the adoption of the tax levy. The state law requires the County Clerk to certify to the City, on July 1 of each year, the assessment information on which the The Honorable Mayor and Members of the City Council May 15, 1986 City can calculate its actual tax levy. Once this information has been provided to the City, the City Council must hold a public hearing, after adequate notice has been published, and at this time, the City Council will formally adopt the tax levy for the City of Cape Girardeau. BUDGET IN SUMMARY The total 1986-87 proposed budget will increase from $18,320,427 to $21,742,319. This is an increase of $3,421,892. The increase is primarily reflective of an increase in capital improvement projects and related debt service payments. Specifically, these 'projects include street improvements, bridge replacements, sanitary sewer interceptor and the Multi -Purpose Building. The General Fund, which is the largest fund, will increase from $8,565,167 to $9,779,326, or an increase of $1,214,159. This increase in the General Fund is reflective of adjustments in the personal services and capital outlay major object categories. The largest current expenses in the budget are for personal services in the amount of $6,936,080. This anticipates nearly full staffing for the entire year, which will be dependent upon actual revenue receipts during the fiscal year. The total property tax revenue will increase from $973,306 to $1,186,940. This is an increase of only $213,634. The total property tax within the proposed budget for the 1986-87 fiscal year will amount to 5.5 percent. This is reflective of the reliance the City has on the various income elastic types of revenue sources, primarily the sales tax, and from the utilization of bonded indebtedness for major capital improvements and from the receipt of federal funds. I am proposing that the tax levy per $100 of assessed valuation be set at $.58. This would be a rate of $.30 for the General Fund, $.04 for the Health Fund, $.10 for the Debt Service Fund and $.14 for the Library Fund. Specifically excluding the Library Fund, the total City tax rate will be $.44 per $100 assessed valuation. The City's current valuation is $204,262,140. The entire State of Missouri went through the reassessment of property as a result of court mandates and statutory requirements. As a result of the increase in assessed valuation last year, the City was required to reduce its tax levy by a constitutional and statutorially mandated amount. The tax rate was reduced approximately 34% from the previous year. The City cannot increase this reduced tax rate unless approval is received from the voters. The Missouri Public Service Commission, in 1985, granted the largest utility rate increase in the history of the State of Missouri, to the Union Electric Company. The majority of this increase was granted in order to cover the costs of the Calloway County Nuclear Plant going on line. The cost increases to the City government are very large and will consume a greater portion of the revenue dollars available for the delivery of municipal services. For example, the City paid $105,692 The Honorable Mayor and Members of the City Council May 15, 1986 for street lighting in 1984-85 and it is estimated to reach $208,560 in the 1986-87 fiscal year. The City will experience a doubling of existing municipal street lighting costs in a two year period. Also, the cost of a light that is installed on a new pole will rise from $3.95 to $16.25 per month. The City government will pay nearly $600,000 during this fiscal year for utility costs. In order to provide for continued financial viability, it is proposed to continue to utilize the lease -purchase program for major equipment replacements and certain capital projects. This is especially true in revenue generating operations, where funding is derived over a multiple number of years. This type of arrangement would provide the City with additional revenue at relatively low interest costs because the City is a not-for-profit corporation. The revenue that would be used for capital equipment replacement would provide the City with the advantage of freezing the cost of this equipment at the time of purchase, being able to maintain an adequate equipment replacement program, increase the productivity of the City's work force and provide adequate cash flow at higher interest investment rates available to the City. The proposed budget document contains a number of pages immediately following the budget message that provide, in detail, a summary of revenues and expenditures. The first group of pages of this format provide an overall summary of funds available for appropriation and disbursement for the revised current year's budget and the proposal for next fiscal year. Then there are summaries providing comparable revenues and expenditures for all funds by fund and source. The succeeding pages provide the most detailed explanation of current revenue by fund and source and a comparative analysis of expenditures by fund and activity. GENERAL FUND The General Fund is the largest fund within the proposed 1986-87 budget. It contains the majority of day-to-day activities of the City government. The revenue for this fund is proposed to be derived as follows: Proposed 1986-87 Source Total Percentage Taxes Real Property 461,440 4.71 Personal Property 90,640 .93 Railroad & Utilities 55,000 .56 Intangible & Delinquent 1,700 .17 Sales & Service Taxes 5,663,561 57.90 Licenses & Permits 458,300 4.68 Fines & Forfeitures 419,000 4.28 Use of Money & Property 129,013 1.32 Fees & Service Charges 1,483,012 15.15 Revenue from other agencies 1,007,660 10.21 Total $9,779,326 100.00% The Honorable Mayor and Members of the City Council May 15, 1986 In reviewing the revenue schedule, you will notice that the real pro- perty tax makes up only 4.71% of the total General Fund Revenue. The total taxes make up 6.37% of the total. This, of course, is reflective of the reduced property tax levy that has been in effect in this com- munity for a number of years. The largest source of revenue for the General Fund is the sales and service taxes. This source of funding is made up of the gross receipts tax on utilities operating in the commun- ity, cigarette tax and the sales tax. This makes up a total of 57.90% of the General Fund budget. The other large revenue source is for fees and service charges, 15.15% which is primarily in conjunction with the residential and the commercial refuse collection and the sanitary land- fill operation. The revenue received from other governmental units, 10.30%, is primarily the transfer of federal shared revenue and motor fuel tax revenues to the General Fund and the receipt of certain grant revenues. These provide sources of revenue that primarily deal with street maintenance repair and construction, as well as providing revenue assistance for the residential waste collection system. It is proposed to create a new department of Community Development. This department will provide a renewed emphasis on various development issues within the community. This group will specifically provide staff to the Planning and Zoning Commission, implement the updated Comprehensive Development Plan and administer related land use and zoning regulations, work with developers to assist in project development, coordinate all City and utility development requirements, prepare and administer grant applications related to development, administer the Community Development Block Grant program, be responsible for all building inspection and code enforcement activities, work with "351" redevelopment corporations, work with the enhancement of historical areas, serve as liaison with the Regional Planning and Economic Development Commission and work with the Chamber of Commerce and other community groups in upgrading the quality of life within the City. Although there will be new individuals coming to the City government, there will be no new positions allocated. The entire solid waste management program is operated within the General Fund budget. This important and large operation of the City government provides for the collection of residential and commercial waste and its proper disposal within state and federal mandated permit requirements. These permitted requirements will substantially increase this year with the passage of a new state statute regulating the operation of sanitary landfills. The City has, since the inception of the solid waste management system by the City in 1974, provided no charge for residential collection costs. Rather, this cost has been assumed initially by transfers from the Federal Revenue Sharing program, and since the 1977-78 fiscal year, General Fund revenue surpluses have been used to supplement the cost of this system. Including the 1985-86 fiscal year, the City has supplemented the solid waste management program in an amount well over $1 million from the General Fund revenues. In addition to the funding from the Federal The Honorable Mayor and Members of the City Council May 15, 1986 Revenue Sharing program and from General Fund revenues, the system is supported by landfill fees and fees charged to commercial users. The costs for the operation of this program are currently being accelerated as a result of the closing out of the existing landfill and the anticipation of the additional costs in opening up a new landfill site or providing some other disposal method. The solid waste management program now exceeds $1.5 million per year in costs of operation. In light of the fact that the Federal Revenue Sharing program is proposed to be eliminated in September of 1986 and in order to make this program a self-sustaining entity, an adjustment in the revenue sources for this program is being proposed. In order to make this program a self-sustaining entity, it is recommended that the City Council initiate the process to establish a residential service fee of $4.85 per month, increase the commercial collection and disposal fee by approximately 30% and increase the cost of disposal at the landfill from $1 per cubic yard to $3 per cubic yard. The services that are currently being provided would be continued, including twice a week residential collection, various collection of commercial refuse with expanded service, maintaining the free Wednesday bulk pick-up service and maintaining the lugger unit service at no additional charge. It is felt that with the implementation of these user fees, which are fairly common with all communities in Missouri, the City would be able to meet the requirements of the new solid waste management law in the State of Missouri, close out the existing landfill, and open a new landfill within new statutory requirements. The solid waste fees that are proposed are competitive with other communities of our size and faced with similar solid waste challenges. As a result of recent law changes, we will be seeing fee increases across Missouri. A constitutional amendment in Missouri requires that all fee increases must be approved by the voters prior to their implementation. Therefore, in order to maintain fiscal integrity within the City's budget, it is recommended that the voters of Cape Girardeau consider the solid waste fee adjustments at the August 5, 1986, election date. In order to place this issue on the ballot, it will be necessary for the Council to consider the appropriate ordinance at its first meeting in June. The City's public transportation program was initiated on December 1, 1981. This program has met with a great deal of success and has been expanded by the City Council in succeeding years. The program, today, is essentially open to any citizen of the community with the only restriction being the number of coupon books that are available each month. The program makes available 700 coupon books each month on a first come/first serve basis at the beginning of each month to persons 60 years of age and older and those certified by a physician as handi- capped. In addition, there are 105 coupon books available for the non -elderly and the non -handicapped. There are eight coupons each to the coupon books, and an individual is allowed to purchase two coupon books for a total of 16 coupons per month. The City has a contract The Honorable Mayor and Members of the City Council May 15, 1986 with the existing taxicab company who is being reimbursed $2.25 per rider coupon that is returned to the City. the elderly and handicapped individual purchasing the coupons buys them for $1.00 and the City supplements that by adding $1.25. The non -elderly and non -handicapped individual purchases the coupons for $1.75 each and the remaining $.50 is supplemented. The expanded program is being financed through a federal grant the City has received under Section 18 of the Urban Mass Transportation Act. The total estimated cost of the program in the upcoming fiscal year is estimated to be $196,200, with $84,840 paid by the participants, $52,500 paid by the Federal Transportation grant and $58,860 contributed from the City's General Fund. The City has submitted a grant application for continued federal funding. The transportation contract will be rebid and, based upon the actual cost, some adjustments may have to be made in the program. One of the City's largest activities, and one that touches a great num- ber of people, includes various aspects within the City's Public Works Department. The past two years a greater emphasis has been placed on many aspects of the street maintenance operation. This includes the maintenance and repair of permanent streets and non -permanent streets, as well as an extended emphasis on the sealing of cracks and expansion joints of the numerous concrete streets within the City. This not only preserves the street surface, but will reduce the number of washouts that occur beneath the surface as a result of erosion. We will continue, again this year, the emphasis on this maintenance; however, in order to continue this emphasis, we will have to utilize most of the annual motor fuel tax receipts. The availability of revenues from the motor fuel tax will not allow us to expand the maintenance program much beyond the activity anticipated for this coming fiscal year. SEWER FUND This fund is established to retire the principal and interest on sewer bonds and to provide the revenue necessary to operate and maintain the wastewater treatment plant and the large sanitary sewer collection system. We will continue this year an expanded repair and maintenance of the sanitary sewer system with a systematic maintenance cleaning and repair procedure. There will be additional costs within this self-sustaining fund to retire the new revenue bonds which are providing part of the funds for the new trunk sewer project. In July, a new rate structure and a new billing system will be implemented. AIRPORT OPERATING FUND This self-sustaining fund provides for the operation and maintenance of the municipal airport. Since September of 1983, the City has had scheduled air service provided by Britt Airways. We are actively working with Britt Airways to expand their service and have invited other airline companies to provide air service to Cape Girardeau. The capital improvements will continue at the airport and will be primarily funded through revenues from the Federal Aviation Administration The Honorable and Members of the May 15, 1986 Mayor City Council (FAA). The air traffic control tower is operated by a private company and the entire cost is paid by the FAA. The City is scheduled to lose the Flight Service_ Station as a part of a nationwide reorganization and modernization. LIBRARY FUND The Library Operating and Building Fund revenue and expenditures listed are those that have been approved by the Library Board and submitted to the City. These estimates assume a $.14 library tax levy which will be the same as in the previous year. HEALTH FUND The program activity within this fund is essentially the same as in the previous fiscal year. There will continue to be the $.04 property tax levy which provides part of the revenue to operate this fund. It is necessary to transfer $32,361 from the General Fund into this fund to balance the proposed expenditures. The City's payment to the Humane Society for assistance in the care and shelter of animals is scheduled to not exceed $10,000 for the upcoming fiscal year. MOTOR FUEL TAX FUND The revenues for this fund are derived primarily from the City's share of the State Motor Fuel Tax, the Amendment II to the State Sales Tax, funding from the Federal Aid Urban Grant program and interest earned on investments. This fund reflects the fact that we have carried forward projects that were anticipated last year and not implemented. The expenditures for funding from the motor fuel tax include revenues available for various types of street improvement projects, the Independence Street bridge project, the second phase of the reconstruction of South Sprigg Street, the reconstruction of the Wilson Road Bridge or some other qualifying project, a transfer to the Special Assessment Fund, the City share of the Independence Street/Kingshighway intersection upgrading and State Route K lighting project, and a transfer of revenues to the General Fund itself which will provide monies necessary to maintain the street repair maintenance, crack sealing, curb repair and associated equipment and personnel costs. It is anticipated that we could continue the City's policy of using the Federal Aid Urban funds on major bridge replacement projects that are contained within the long range capital improvement program. REVENUE SHARING FUND This is a trust fund which has been established in accordance with the State and Local Fiscal Assistance Act of 1972, as amended. This fund is used for the receipt and disbursement of all general revenue sharing funds. There are specific public hearing and publication requirements in relationship to the expenditure of funds from the general revenue sharing account, as explained in the previous section of this budget The Honorable Mayor and Members of the City Council May 15, 1986 message. The general revenue sharing program was extended by the Congress in September of 1983. This extension was for a three year period; however, there was no alteration in the formula, and therefore the amount of funds to be received by the City will remain at a stagnant level. The Gramm -Rudman -Hollings balanced budget law has already affected the Federal Revenue Sharing program. The July payment due to the City has been reduced by 12.9%. The October payment will be reduced 4.3%. This is in addition to a 33% cut already approved by Congress. The entire program will expire in September of 1986 and it is extremely doubtful that the program will receive another multi-year extension. This causes an immediate problem with the large amount of revenue from this source previously going to pay for part of the solid waste program. Proposed expenditures to close out this valuable program include $200,000 to cover the solid waste program until the appropriate fee increase can be initiated, $100,000 to complete the data processing project already obligated, $33,528 for the Airport terminal building roof replacement, and $178,950 transfer to Capital Improvements to assist in park improvements including multi -use courts, park shelters, tree planting, playground equipment, tennis courts, rehabilitation and restrooms. GOLF COURSE FUND This enterprise fund has been established to account for the revenues and expenditures of the Cape Girardeau Jaycee Municipal Golf Course. This self-sustaining enterprise is managed by the Parks and Recreation Department. The installation of a fairway watering system this year is a major capital project that will hopefully facilitate increased play. MAUSOLEUM FUND All revenues projected are to be from interest on investments within this fund. Mausoleum casualty and glass breakage insurance is budgeted from this fund and some maintenance and repair. CAPITAL IMPROVEMENT FUND The Capital Improvement Fund is used as a revolving account to centralize some of the major capital improvements within the City. This account is not a self -generating revenue fund, but rather receives receipts from various other agencies, as well as other City funds, in order to provide for major capital improvement projects. This fund basically contains those major improvement projects that the City Council considered and approved within the long range Capital Improvement Program. This fund contains a proposed project to provide for the irrigation of the fairways at the municipal golf course in the amount of $180,000. It is proposed that this project be financed through a lease/purchase agreement with the additional revenues from a fee increase utilized to The Honorable Mayor and Members of the City Council May 15, 1986 retire the debt from this capital expenditure. A Community Development Block Grant application, which provides 100% financing for assisted housing and public works improvements, has been submitted for a section of the Red Star area. This project area is located immediately east of the CDBG program area that has been completed. This project application, in the amount of $545,100, will have to be formally accepted by the City Council if the grant award is offered to the City. It is anticipated that the City will continue to provide for improvements at the municipal airport, with $93,000 being allocated for improved lighting. The City is required to pay 10% of the cost of these improvement projects. A lift station and sewer line improvements in the Greater Cape Girardeau Commercial Subdivision are proposed to be completed for $30,000 with the entire cost being assessed against contributing property owners. The Riverfront Park development, in the amount of $138,284, will be continued with the completion of Phase III. This project is being jointly funded by the Downtown Business District, Revenue Sharing and a federal/state park grant. There are proposed park development programs, in the amount of $224,700, which may be completed, depending on the implementation of a state/federal grant program. These improvements include multi -use courts, park shelters, tree planting, playground equipment, tennis court rehabilitation and restrooms. DATA PROCESSING This fund was established to serve as a revolving fund containing the revenues and expenditures in relationship to the data processing ser- vices. Data processing serves as a staff function providing assistance to all operating departments of the City. Each individual department is charged a proportional amount of the cost for the operation of this revolving fund. There is a one time higher than normal amount of expenditure from this activity as a result of the major implementation of the data based management computer system. This centralized system will provide state of the art on line computer services to all City departments, including the library. The implementation of the system will provide for increased service delivery, better and more reliable information for decision making and a stabilization of future costs. SPECIAL ASSESSMENT FUND This fund has been established at the recommendation of the City's auditing firm and in accordance with the generally accepted govern- mental accounting principles. This fund will be utilized to account for revenues and disbursements in conjunction with special assessment projects. Special assessment projects could include sidewalks, sanitary sewer improvements, storm sewer improvements and street improvements. FLEET SERVICES FUND This fund provides for the accounting of all revenues and disbursements in relation to the City's fleet services department. This is the The Honorable Mayor and Members of the City Council May 15, 1986 department that provides all maintenance and repair of the City's fleet vehicles. This fund serves as a revolving fund, receiving revenues from each operating department to offset the costs of all the services provided by this department. All of the costs, including gas, oil, service and maintenance, related to the vehicle fleet will be included within this fund. We will not be charging depreciation; however, we will for the first time this year be allocating the cost of capital replacement out of this fund. The creation of this fund is an integral step in the implementation of the fleet management report that the City received approximately three years ago. The implementation of the department has allowed us to more accurately reflect the vehicle cost of operations within individual departments, to reduce the cost of operating fleet vehicles and has allowed better utilization of the City's fleet of vehicles. The lease charge to individual departments is being adjusted based on actual cost figures. CONVENTION AND TOURISM FUND This fund provides for the accounting of the receipts from the hotel/ motel/ restaurant tax that was approved by the voters in November of 1983 and became effective on January 1, 1984. The City Council has authorized an agreement with the Cape Girardeau Chamber of Commerce to operate a Convention and Visitors Bureau. The existing contract with the Chamber of Commerce provides for the reimbursement of expenditures up to $140,000, on a calendar year basis, for expenditure in the promotion of the community. In addition, we will be utilizing revenue from this fund to pay a portion of the debt service cost for the Public Building Bonds, Series 1984. DOWNTOWN SPECIAL BUSINESS DISTRICT This fund provides for an accounting of the revenues and disbursements in conjunction with a special business district authorized in the downtown area. The special tax levy and the receipts for this fund are set by the City Council based on a recommendation of the Special Business District Advisory Board. This fund currently has a levy of $.85 per $100 of assessed valuation which raises approximately $15,600. The actual tax levy that raises the revenue for this fund would be set by the City Council in conjunction with the formal establishment of the other tax levies later this summer. The funds received may be expended for a wide variety of items that are outlined within the ordinance authorizing this district and the state statutes. DEBT SERVICE FOR BUILDING BONDS This fund was created in conjunction with the issuance of the General Obligation Public Building Bonds, Series 1984. These bonds were issued in the principal amount of $5 million for the purpose of constructing a joint University/City multi-purpose building. This fund is utilized to pay the required principal and interest on these bonds in accordance with an agreement with the bond holders. The scheduled annual payment is $613,510. The Honorable and Members of the May 15, 1986 Mayor City Council SEWER CONSTRUCTION FUND This fund was established in order to provide for the expenditure of $1,582,229 in bond proceeds and state grant funds, for the construction of a major sanitary sewer in the central part of the community. This sewer project will reduce sewer backups and allow for continued growth in the community. IMPACT ON FUTURE BUDGETS The proposed 1986-87 budget is, as previously indicated, balanced between revenues and expenditures. It is difficult to project the revenue that the City will receive from its large income elastic sources. These sources provide nearly 60% of the revenue necessary to fund the day to day operations of City government. This will also make it difficult for the City in future years to make major capital improvements or major operational improvements from existing revenue sources. The continued use of bonded indebtedness, the implementation of fee increases and the search for alternate revenue sources appear to be eminent if major improvements are to be continued within the City. The City government, as with any other well run business enterprise, will remain within its available revenue and will provide the best level of service that this revenue will allow. The national economy has continued to stabilize the past two years. Economic forecasts indicate that the economy will expand steadily over the period covered by this document with modest inflation remaining as a positive factor. It appears that the lowered overall base interest rates will provide for major growth components in housing, net exports, increased inventory investment and a reasonably sustained consumer spending. The local economy, to some extent, reflects the trends that have been established nationally. However, because of the City's heavy reliance on income elastic revenue sources, we must monitor the local economy very closely. The ability of the City government to continue to provide a normal level of municipal services will depend on a continued and sustained growth within the structure of the local economy. Therefore, it is important that City Council members and citizens of the community be aware of the following items that will effect this and future budgets: 1. The Gramm -Rudman -Hollings law will provide for a continued reduction in federal revenues being made available to the City. The reduction in these federal funds will require an increase in local financial commitments in order to maintain an adequate capital improvement program to stabilize the infrastructure of the community. 2. The Federal Revenue Sharing program is proposed to be eliminated this year. This will mean that appropriate fee adjustments must be The Honorable Mayor and Members of the City Council May 15, 1986 implemented in order to maintain an adequate service level, especially in the solid waste program. 3. A review of the financial projections for the various funds of the City indicate that the potential for revenue shortfall exist in future years unless adequate planning is implemented shortly. 4. Revenue estimates contained within this budget have been adjusted upward to reflect the greatest amount of revenue that can be expected to be received. 5. The City Council should be very careful, during the upcoming fiscal year, to evaluate requests for increased services without the consideration of adequate revenues to implement those services. 6. The City government received a relatively large utility rate increase last year and will continue to receive rate adjustments in succeeding years. These increases, together with the substantial rate increase for street lighting, will reduce revenues available for normal municipal services. 7. The Missouri General Assembly continues to consider, and in some cases pass, legislation which potentially violates the mandate section of a constitutional amendment prohibiting the state government from passing on cost increases to local units of government. On the other hand, they have failed to provide an adequate remedy to local units of government in their attempt to deal with these mandated cost increases or to deal with the upcoming loss of federal revenues. It is hoped that the Local Government Cooperation Commission will be able to address these and other problems that need to be jointly approached and resolved by local and state governments. CONCLUSIONS In preparing the annual operating budget, the City staff has had the opportunity to review and revise current services with the goal of achieving greater efficiency and effectiveness in the municipal service delivery system. This past year there have been a number of changes in the organizational structure of the municipal government and its operations, and it is hoped that these changes will lead to greater productivity and to a strengthening of the fiscal integrity of City government. The new leadership in departmental positions will continue to provide new ideas, different perspectives and a more open direction for the community. The citizens of the community continue to expect an increased level of service delivery when the economy will not produce the revenue that would allow this type of service. The recommended 1986-87 budget represents a continuation of current programs with some limited increase in program levels and general service operations. The Capital Improvement Program will allow a limited step forward by utilizing bond revenues and revenues from other agencies. The Honorable and Members of the May 15, 1986 Mayor City Council The two documents being presented as part of the annual budgeting process reflect a great deal of work by many people within the organization. The City's department directors, as well as those who did typing, duplication and drafting, are to be commended for their effort and support. I would like to specifically single out Jeff Hancock, Assistant City Manager, and Al Stoverink, Finance Director, who have spent numerous hours in critically reviewing budget requests, generating historical financial information and reviewing additional ways to provide a balanced budget. I feel that this annual financial plan will provide the citizens of this community a level of municipal services that is within available revenues. Respectfully submitted, I �j 0, 8,� Gary A. Eide City Manager GAE/egl HISTORY OF TOTAL CITY RESOURCES l5_ !O� k, 5_' Taxes Z Special Assessments .3 Licenses and Permits `! Intergovernmental Revenues -5 Fees and Charges Co Miscellaneous 7 Other Financing Resources $ Transfers Working Capital ;7 8% •!. 5 �m :�.3 % 5R5�4 /. l Y• 3.9%4 0. er• / �6 •40.8% �3. / X.J //.5 Y. -3.8% , 10.5% 15,2 .6Y. .5� 2- 3- 4 •3.4 .2l 5 .5Y .5% 6 .d% 8 1978-79 1979-80 1980-81 $3,989,333.38 $4,183,950.34 $4,505,556.04 126,149.11 76,141.81 259,098.00 362,605.75 320,282.59 321,817.45 1,289,341.88 1,477,985.76 2,131,106.55 973,548.72 1,179,285.59 1,367,138.19 374,919.87 392,284.53 257,510.02 1,159,600.00 1,077,080.00 772,370.00 63,568.85 1,558,789.89 725,391.44 $8,339,067.56 $10,265,800.51 $10,339,987.69 �o. 3 Y. 0.9 l6.1 14.5% -,3.5 4.0 Yo 1981-82 $4,797,808.03 90,118.15 323,909.50 1,532,112.18 1,387,962.97 328,848.32 383,500.00 697,000.00 $9,541,259.15 5 5 8 546% 2, -0,7% 3 �3.7 Y. 4- /5-0 l 5 15.9% 6 .4.4 YO 8 •5.7Yo 1982-83 $5,410,244.34 68,735.24 367,601.32 1,485,908.04 1,572,466.30 434,879.45 560,000.00 50.4/, -I.0/ -5.0y. 13.2 t 1983-84 $5,588,800.57 107,175.39 555,429.78 1,458,705.82 1,786,053.49 387,074.37 1,194,535.67 0.6% 3.6 y5 6 7 '6.3% 1984-85 $6,128,562.27 74,566.34 905,115.68 2,317,315.47 2,025,984.08 689,898.14 5,018,727.00 1,917,379.51 $9,899,834.69 $11,077,775.09 $19,077,548.49 r� Lo 4.4Y 0.37- 510Y. .3l5.0 . 4.7% '0.5 °o 4-.3% 7.6 Y. Revised 1985-86 $6,381,706 64,000 929,800 2,740,733 1,945,250 791,710 1,405,279 3,272,415 1,042,873 $18,573,766 -25 -20 _15 Z lukm HISTORY OF T07 -AL EXPENDITURES BY FUNCTION "I 2 -fl -28.4 3 `' 1979 —l8. IY 4 1982 1 -//. 2 % 5— 7- -I1.6 ! .. 7.9 'Ye 6 Public Safety 2,035,529.54 —6.4 2,513,365.84 2,792,562.55 3 Transportation 1,296,045.19 1,376,034.45 1,304,827.28 X7.1 i t0 Sanitation 802,689.56 --1116°i 4. 6. 7- 8. /a —6.7Y- -25.4Y6 6.7Y- -25.4 2 -16.5 % /0 --8.9 Y. 26.3 13.6 -,8.8 Y. -7.7 X -5,07/. -4.5 -/6,7% -8.5t d 2 3 U4 5 6 8 /0 -(C.9 -33.6 .g. / •6.2 -3.5 -6.8 `6.0 `' 1979 4 1981 1982 1 6. —4.2 % 7- -I1.6 ! 8 -16.5 % /0 --8.9 Y. 26.3 13.6 -,8.8 Y. -7.7 X -5,07/. -4.5 -/6,7% -8.5t d 2 3 U4 5 6 8 /0 -(C.9 -33.6 .g. / •6.2 -3.5 -6.8 `6.0 1979 1980 1981 1982 1 General $ 445,336.47 $ 619,519.33 $ 856,802.60 $ 576,335.65 2 Public Safety 2,035,529.54 2,333,612.21' 2,513,365.84 2,792,562.55 3 Transportation 1,296,045.19 1,376,034.45 1,304,827.28 1,402,927.75 Y Sanitation 802,689.56 773,147.93 840,201.27 915,723.87 S Parks and Recreation 569,189.49 606,057.97 732,928.68 756,570.14 6 Sever 459,973.58 510,988.22 480,003.08 514,961.15 7 Library 225,652.17 387,740.49; 426,439.37 292,576.94 8 Special Revenue and Debt Service 511,037.21 1,062,594.54 1,594,336.84 562,578.94{ 9 Internal Service /0 Capital Projects 834,014.35 1,519,025.37 816,782.71 494,813.44 $7,179,467.56 $ 9,188,720.51 $_9,565,687.67 $8,309,050.43 P 2 3 8.7/ 15.0 4 6 Z- 8 - IO i 2 3- /9.2 4 •6.1 °� 5 6.7% 7. —3.61 8- 5.3% _5.3% 9.. `5.6 V. 10' 1 2 -5.4 23.6 6M 6.7 4.7 2.7 6.0 8.8 26.4 /-- —6.3 1983 1984 1985 1986 $ 751,225.90 3 —8.3% $ 827,986 3,016,630.63 3,277,239.93 4 3,607,235 1,654,966.52 1,902,573.85 1,274,712.65 1,509,707 524,822.40 720,762.82 868,958.08 894,955 5 .33.9 ! 900,137.29 1,017,829 582,394.91 6 694,249.71 719,826 313,970.49 321,170.57 6 414,242 4 596,091.12 —7.9 °a 920,581 -/9.7% . 50,882.51 966,727.00 1,353,224 9 519,003.51 1,299,080.00 4,035,766 $8,629,726.55 9,669,041.57 b $15,301,351 -7 i '-3.6 a - 9.0 Y. 8 5.4 % /0 6.3"6 9— 8.E r --3.31 —6,2X '-- 0.5X 1O— 11.8% \5.4 -5.4 23.6 6M 6.7 4.7 2.7 6.0 8.8 26.4 20 /5 5 Revised 1983 1984 1985 1986 $ 751,225.90 $ 803,728.51 $ 694,132.64 $ 827,986 3,016,630.63 3,277,239.93 3,317,367.58 3,607,235 1,654,966.52 1,902,573.85 1,274,712.65 1,509,707 524,822.40 720,762.82 868,958.08 894,955 842,752.57 869,853.10 900,137.29 1,017,829 582,394.91 607,735.65 694,249.71 719,826 313,970.49 321,170.57 394,898.00 414,242 457,142.95 596,091.12 597,272.71 920,581 50,882.51 966,727.00 1,353,224 485,820.18 519,003.51 1,299,080.00 4,035,766 $8,629,726.55 9,669,041.57 $11,007,535.66 $15,301,351 20 /5 5 PROPOSED CITY RESOURCES TOTAL 1986-87 $ 2I�.772,880 J. TAXES -33 2. SPECIAL ASSESSMENTS -,0.97.. 3. LICENSES & PERMITS -4.6 % n 11 5. FEES & CHARGES -15.3 Y. 6. MISCELLANEOUS - 7. WORKING CAPITAL -25.1 4. INTERGOVERNMENTAL REVENUES -19.37, PROPOSED CITY EXPENDITUPES BY FUNCTION 7T0TA L 196 (-8 $2I,742,319 1 I. GENERA L — 5.8 2. PUBLIC SAFET Y —18.5 % 3. TRANSPORTATION - 8.0 Vo 4. SANITATION -5.4% 3 m 7 0 6. SEWER — 4.0 % 7. LIBRARY -2.1 Yo S. SPECIAL -REVENUE & DEBT SERVICE —12.5 % 9. INTERNAL SERVICE —7.8 yo 5 PARK & RECREATION— 5.3 s'o l0. CAP17-AL PROJECTS -30.6% SUMMARY OF BUDGET AS RECOMMENDED BY CITY MANAGER ALL FUNDS PROPOSED 1986 - 1987 -------------------- AVAILABLE FOR APPROPRIATION:= ----------------------------------------------------------------------------------------------- C U R R E N T R E V E N U E ------------------------------------------------- CURRENT INTER PRIOR PROPERTY FUND OTHER YEAR'S TOTAL TAX TRANSFERS REVENUES TOTAL REVENUE AVAILABLE ------------------------------------------------------------ GENERAL $ 618,780 $ 760,000 $ 8,400,546 $ 9,779,326 $ $ 977797326 SEWER 940,929 940,99 941.929 HEALTH 78,100 32,361 376tiO 1147111 11,282 125,393 MOTOR FUEL 1,790,638 1,790,/38 265,880 2,066,518 AIRPORT 33,523 224,320 257,843 187927 276,775 MAUSOLEUM 27050 2,050 10,468 12,508 CONV/TOUR 524,900 5247900 373,127 898,027 FEDERAL SHAFTED 2807732 280,732 231,746 512,478 65 AIRPORT SPEC. BUS. DIST. 15,600 13,550 297150 2,000 31,150 LIBRARY FUNDS 280,950 124,990 4057940 5" 390 461,330 GOLF COURSE 2ti5,500 25.5,500 307128 285,628 CAPITAL IMPROVE. 208,950 1,0327705 1,241,655 1,2417655 MULTI -USE CENTER 337,027 511000 388,027 3,1577259 3,545,286 DATA PROCESSING 100,000 697714 1697714 120.856 290,570 SPECIAL ASSESS. 50,000 162,500 212,500 212,500 FLEET MANAGEMENT 375,750 9337827 1,309,577 15,107 1,324,684 SEWER CONSTRUCT. 100,000 532,022 632,022 950,207 1,582,229 DEBT SERVICE 193,510 420,000 613,510 613,510 LESS: INTER -FUND TRANSFERS 2,417,616- ----------- ----------- 2,417,616- ----------- ----------- TOTAL $ 1,186,940 ----------- $ ----------- $15,343,573 $18,948,129 $ 5,242,367 $217772,880 EXPENDITURE DISBURSEMENTS ----------------------------------------------------------------------------------------------- C U R R E N T E X PENSE -------------------------------------------------- PERSONAL GENERAL CAPITAL IN'(ER-FUND TOTAL SERVICES ----------- OPERATIONS ----------- CONTRACTUAL ---------------------- SUNDRY OUTLAY ----------- TRANSFERS ----------- REQUIREMENTS ------------ $ 5,817,328 $ 625,052 $ 1,945,850 $ 83,900 $ 839,835 $ 459,361 $ 9,779,326 405,712 105,218 392,19 11300 12,510 24,000 940,929 74,827 3,145 23,771 8,650 15,000 12`.1,393 1,446,518 610,000 2,056,518 33,019 12,75 196,318 1,035 33,528 276,775 12,503 12,50.8- 2,503140,000 140, 000 11000 757,027 898,027 512,478 512,478 205,680 125,130 32.940 150 58,700 48,100 2,850 59,935 86,763 2,800 34,100 241,444 4337255 27,300 120,500 253,33~ 613,510 80,900 900 450 1,000 146,000 1,250 1,211,094 3,545, 286 116,330 92,000 395,750 1,581,779 30,000 9,750 31,150 461,330 28=,62. 1,211,094 ' 3,545, 286 290,570 212,500 1,324,684 1,582,229 613,510 274177616- 2.417,616- ----------- ----------- -------------------------------------------------------- $ 6,936,080 $ 1,332,2=0 $ 3,8632144 $ 183,935 $ 9,421,880 $ $ 21,742,319 SUMMARY OF BUDGET AS RECOMMENDED BY CITY MANAGER ALL FUNDS PROPOSED 1933 - 1936 REVISION - ----------------------------- AVAILABLE FOR APPROPRIATION: ----------------------------------------------------------------------------------------------- ------------------------------------------------- C U R R E N T R E V E N U E CURRENT INTER PRIOR PROPERTY FUND OTHER YEAR'S TOTAL ---------- TAX TRANSFERS ---------- REVENUES ---------- TOTAL ---------- REVENUE ---------- AVAILABLE ---------- GENERAL $ 604,306 1,031,278 $ 7,155,042 $ 5,790,626 $ $ 8,790,626 SEWER 630,300 630,300 127,370 757,670 HEALTH 76,400 20,000 31950 100,350 578 100,928 MOTOR FUEL 605,'_500 605,500 52,823 652,323 AIRPORT 2177970 217,970 5,650 223,620 MAUSOLEUM 2,050 2,050 2,050 CONV/TOUR 535,500 5357500 114,311 650,311 FEDERAL SHARED 673,627 673,67 34,672 708,299 65 AIRPORT 11400 177433 10,833 225,257 244,090 SPEC. BUS. DIST. 15,200 11,850 277050 27,050 LIBRARY FUNDS 276,000 4,491 62,705 343,196 77,911 421.107 GOLF COURSE 25,000 240,450 265,450 265,450 CAPITAL IMPROVE. 337,666 1,162,666 1,500,332 1,500,332 MULTI -USE CENTER 205,000 337,100 542,100 1,847,264 2,389,364 ..DATA PROCESSING 207,000 269,209 476,209 476,209 SPECIAL ASSESS. 50,000 76,550 126,-50 126,:;50 FLEET MANAGEMENT 25,000 9757941 1,000,941 15,436 1,016,377 SEWER CONSTRUCT. 1,421,979 1,421,979 1,421,979 DEBT SERVICE 252,330 252,330 252,330 LESS: INTER -FUND TRANSFERS ----------- 2,157,765- 2,157,765- TOTAL $ 973,306 ----------- $ ----------- $14,399,322 ----------- $17,530,893 ----------- $ 2,501,772 ----------- $17,374,900 ----------------------------------------------------------------------------------------------- EXPENDITURE DISBURSEMENTS C -------------------------------------------------- U R R E N T E X P E N S E PERSONAL GENERAL CAPITAL INTER -FUND TOTAL SERVICES ----------- OPERATIONS ----------- CONTRACTUAL ---------------------- SUNDRY OUTLAY ----------- TRANSFERS ----------- REQUIREMENTS ------------ $ 5,376,404 $ 534,696 $ 1,716,043 $ 53,052 $ 318,163 $ $ 8.4989358 380,478 72,418 297,174 1,300 6,300 757,670 71,435 3,125 17,695 8,673 100,923 144,300 510,023 658,323 30,482 13,115 178,928 1,035 223,620 11008 1,003 111,000 1,025 538,286 650,311 15,000 693,299 708,299 88,090 156,000 244,090 150 2~,570 25,720 201,040 16,300 49,544 2,850 146,30. 4,491 420,533 134,516 62,384 40,370 2,900 12,800 10,000 262,970 1,420,296 1,420,296 364,364 25,000 27000,000 2,389,364 41,537 4,500 9,760 15,450 280,050 351,297 120,500 120,500 232,769 423,525 240,943 400 113,740 1,016,377 25,323 783 2007000 245,666 471,772 252,330 252,330 2,157,765- ----------- 2,157,765- ------------ ----------- $ 6,468,661 ----------- $ 1,135,123 ---------------------- $ 3,513,072 $ 112,618 ----------- $ 5,186,527 $ $ 16,416,001 REVENUE - ALL FUNDS ------------------- COMPARATIVE ANALYSIS BY FUND ---------------------------- BUDGET ADOPTED 1934-35 ------- 1935-36 -------------------- BUDGET 1936 -37 ---------- PROPOSED FUND ---- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- GENERAL $ 3,032,814 $ 3,56.4,267 $ 3,790,626 $ 9,779,326 $ LIBRARY 316,319 338,130 321,000 431,740 SEWER 820,236 831,014 757,670 940,929 HEALTH 37,051 100,716 100,923 125,393 MOTOR FUEL 602,104 1,746,355 658,323 2,056,513 AIRPiRT 171,836 246,493 223,620 276,775 MAUSOLEUM 3,3(-.)6 10, 25J0 2,050 12,508 CONVENTION/TOURISM 521,569 477,335 650,311 893,027 FEDERAL SHARED REVENUE 676,937 774,209 708,299 512,47_: 65 AIRPORT 93,033 33,000 244,090 LIBRARY EQUIPMENT 1,499 22,000 5,546 22,440 LIBRARY GIFTS & MEMSTRIALS 10,934 2,000 12,600 7,150 SPECIAL BUSINESS DISTRICT 12,752 26,150 27,050 31,150 LIBRARY BUILDING 9,593 30,000 81,961 GOLF COURSE 241,520 234,694 265,450 285,623 CAPITAL IMPROVEMENT 1,085,635 1,375,942 1,500,332 1,241,655 MULTI -USE CENTER CONST. 5,461,858 615,960 2,339,364 3,545,236 DATA PROCESSING. 48,022 104,303 476,209 290,570 SPECIAL ASSESSMENTS 95,633 120,500 126,550 212,500 FLEET MANAGEMENT 1,003,445 1,001,109 1,016,377 1,324,684 SEWER CONSTRUCTION 1,900,000 1,421,979 1,582,229 DEBT SERVICE ----------- ----------- 252,330 ----------- 613,510 ----------- GROSS TOTAL $19,296,179 $13,709,432 $20,0:2,66.5 $24,190,496 LESS INTER -FUND TRANSFERS 892,015 ----------- 1,226,157 ----------- 2,157,765 ----------- 2,4177616 ----------- GRAND TOTAL $13,404,164 $17,483,325 $17,874,900 $21,772,880 BUDGET ADOPTED SOURCE PRIOR YEARS REVENUE PROPERTY TAXES SPECIAL ASSESSMENTS SALES & SERVICE TAXES LICENSES & PERMITS FINES & FORFEITURES USE OF MONEY AND PROPERTY FEES AND SERVICE CHARGES REVENUE FROM OTHER AGENCIES GROSS TOTAL LESS INTER -FUND TRANSFERS GRAND TOTAL REVENUE - ALL FUNDS ------------------- COMPARATIVE ANALYSIS BY SOURCE 1934-85 ------- 1935-86 -------------------- BUDGET 1936 -87 ----------- PROPOSED AC"fUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- $ $ 656,311 $ 2,501,772 $ 5,242,367 $ 935,314 970,779 973,306 1,186,940 74,566 110,500 64,000 134,450 5,106,741 5,335,015 5,403,400 5,663,561 905,115 87--i,855 929,800 962,700 393,565 332,200 415,000 426,000 1,713,347 1,732,183 1,906,360 1,360,196 1,847,467 1,649,900 1,530,250 2,742,031 8,314,064 ----------- 6,946,739 ----------- 6,303,777 ----------- 6,422,251 ----------- $19,296,179 $18,709,482 $20,032,665 $24,190,496 392,015 ----------- 17226,157 ----------- 2,157,765 ----------- 27417,616 ----------- $18,404,164 $17,483,325 $17,374,900 $21,772,830 BUDGET ADOPTED FUND GENERAL LIBRARY SEWER HEALTH MOTOR FUEL AIRPORT MAUSOLEUM CONVENTION/TOURISM FEDERAL SHARED REVENUE 65 AIRPORT LIBRARY EQUIPMENT LIBRARY GIFTS & MEMORIALS SPECIAL BUSINESS DISTRICT LIBRARY BUILDING GOLF COURSE CAPITAL IMPROVEMENT MULTI -USE CENTER CONST. DATA PROCESSING SPECIAL ASSESSMENTS FLEET MANAGEMENY SEWER CONSTRUCTION DEBT SERVICE EXPENDITURES - ALL FUNDS COMPARATIVE ANALYSIS BY FUND 1984-85 1935-36 BUDGET 1936 -87 ------- -------------------- PROPOSED ---------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- $ 7,770,078 $ 8,564,267 $ 8,498,358 $ 9,779,326 304,186 3381190 329,520 432,330 720,066 831,014 757,670 940,929 98,449 100,716 100,928 125,393 590,497 1,746•,355 659,323 2,056,518 135,301 246,493 223,620 276,775 86 10,250 11009 12,503 60,777 120,000 650,311 898,027 528,251 774,209 708,299 512,47.3 85,832 83,000 244,090 22,000 27,000 8,438 2,000 7,928 2,000 9,744 26,150 25,720 31,150 84,025 80,000 83,085 235,540 284,694 262,970 285,628 1,062,230 3,243,322 1,420,296 1,211,094 238,731 615,960 2,389,364 3,545,286 47,484 104,308 351,297 290,570 75,664 120,500 120,500 212,500 922,760 11001,109 1,016,377 1,324,694 471,772 1,582,229 252,330 613,510 GROSS TOTALS: $12,978,139 $18,319,527 $18,573,766 $24,159,93:1 LESS: INTER -FUND TRANSFERS 892,015 1,226,157 2,157,765 2,417,616 ----------- ----------- ----------- ----------- TOTAL $12,086,124 $17,093,370 $16,416,001 $21,742,319 -------------------------------------------- -------------------------------------------- BUDGET ADOPTED EXPENDITURES - ALL FUNDS ------------------------ COMPARATIVE ANALYSIS BY MAJOR OBJECTIVE 1984-85 1985-86 BUDGET 1986 -87 ------- -------------------- ------- PROPOSED MAJOR OBJECTIVE AC•fUAL ADOPTED REVISION PROPOSED CURRENT EXPENSES SALARIES GENERAL OPERA•fIONS CONTRACTUAL SUNDRY CHARGE_ TOTAL CURRENT EXPENSES CAPITAL OUTLAYS PROJECTS TRANSFERS GROSS TOTAL LESS: INTER -FUND TRANSFERS $ 6,083,351 $ 6,596,557 $ 6,468,661 $ 6,936,080 $ 945,045 1,0267664 1,135,123 1,332,280 2,722,014 3,541 87 37513,072 3,863,144 209,384 304,x•65 112,618 188,935 $ 9,959,794 $11,269,973 $11,229,474 $12,5'20,439 631,791 935,525 1,127,221 996,553 1,494,539 4,887,872 4,059,306 1,425,327 892,015 1,226,157 2,157,765 2,4177616 ----------- ----------- ----------- ----------- $12,978,139 $18,319,527 $18,573,766 $247159,935 892,015 1,226,157 2,157,765 2,417,616 TOTAL $12,086,124 $17,093,370 $16,416,001 $21,742,319 BUDGET ADOPTED WHAT DOES A CITY PROPERTY OWNER PAY? TAX L EEVIES BASED ON YEAR OF ASSESSMEN T 1979- 1985 �C�T 0�O �e �cy00 R10,G F \ �T 4,gR`yFn Road Year City County Bridge School Library Other Total 1979 .54 .50 .35 3.73 .20 .13 5.45 1980 .54 .21 .35 3.73 .20 .13 5.16 1981 .52 .11 .35 3.73 .20 .23 5.16 1982 .52 .35 3.73 .20 .23 5.03 1983 .52 .35 3.41 .20 .23 4.71 1984 .52 .35 3.32 .20 .23 4.62 1985 .34 .25 2.34 .14 .17 3.24 1986 * Has not been determined. The reduction in tax -rates in 1985 is a direct result of reassessment. At the present, the County assesses residential property at 19% of its actual value (as determined by Missouri Statutes). In 1985, the City's tax levy was .34 per $100 of assessed valuation. An individual who owns a home with an actual value of $70,000 will pay the following tax to the City: $70,000 x .19% _ $13,300 Assessed Valuation $13,300 = 100 = 133 x .34 = $45.22 (City Property Tax) PERSONNEL DIS T RI BU TION 1. GENERA L GO VERNMEN T— 8.71v,, 3. PUBLIC WORKS -22.570 5. SEWER UTILITY - 7,vo 2. PUBLIC SAFETY -48.4 7 4. INTERNAL SERVICES- 4.8 %' 6. PARKS AND RECREATION -8.6,7. .. , m ■ 0 1 2 3 '4 m 5 6 TO TA L FUL L TIME EMPL 0 YEES - 280 AUTHORIZED POSITIONS - SUNAAARY BY FUND TOTAL GENERAL FUND 211 216 220 223 224 231 238 Actual Actual Actual Actual Actual Revised Proposed General Fund 1980-81 1981-82 1982-83 1983-84 1984-85 1985-86 1986-87 City Attorney 3 3 3 3 3 3 3 Municipal Court 2 2 2 2 2 3 3 City Manager 4 4 4 4 4 4 4.5 City Hall 1 1 1 1 1 1 1.5 Finance/City Clerk 7 7 7 7 7 7 7 Corm mity Development 5.5 Police 61 63 65 68 68 73 77.5 Fire 54 54 54 54 54 54 55 Street 24 24 24 24 24 24 24 Engineering 16 16 16 16 16 16 10.5 Waste Disposal - Residential 15 15 15 16 16 15 15 Waste Disposal- Comrercial 4 4 4 4 5 6 6 Waste Disposal - Landfill 3 3 3 3 3 3 3 Waste Disposal - Supervision 3 3 3 2 2 2 2.5 Cemetery 1 1 2 2 2 2 1 Park 13 16 16 16 16 16 16 Capaha Pool 0 0 0 0 0 0 0 Recreation 0 0 1 1 1 1 2 Central Pool 0 0 0 0 0 1 1 TOTAL GENERAL FUND 211 216 220 223 224 231 238 AUTHORIZED POSITIONS - SUMMARY BY FUND Actual Actual Actual Actual Actual Revised Proposed Other Funds 1980-81 1981-82 1982-83 1983-84 1984-85 1985-86 1986-87 Sewer Treatment 18 18 17 18 19 19 19.5 Health 2 2 2 3 3 3 3 Airport 2 2 2 2 2 2 2 Golf Course 3 4 4 5 5 5 4 Data Processing 0 0 1 2 2 2 1.5 Fleet Management 9 10 10 11 11 12 12 TOTAL OTHER FUNDS 34 36 36 41 42 43 42 TOTAL CITY EMPLOYEES 245 252 256 264 266 274 280 ANNUAL PART TIME POSITIONS 126.5 ORGANIZATION CHART CITIZENS OF CAPE GIRARDEAU CITY COUNCIL `^ I f3 ARDS IPERSOr:n 7 I EL 66ARD NVHICIPAL COURT � _ _� ,•,� CITY MANAGER I AIRPORT • ASSISTANT CITY MANAGER • PERSONNEL I 1 l 1 LIBRARY F INANCE / PARKS b PUBLIC CITY CLERK RECREATION V10RKS POLICE FIRE HEALTH CO►: ►,tUNITY CITY Dc�ELOPIA ATTORNEY ACCOUNTIrY 11yy5 E1+Gc+EE.�rG MTACt_ FIRE ANIMA(, BURDtrrG PaEvEnTKKr COnTAOt. InSPECTAN VBrItUfTl C0.1lEClu 6 TEE] STAECT TMFFIC IXTalCA71CN r:SECT10rT5 -vEEOa4Ent CEn1ER • DATA PaOCESSING POOl3 FLEET CawInAL 1aAlnulG xEEO PUNNItrG COrrtaOl - , PURCILISING C4lF COurtSC SE�vLE Cl.PO`.AL SUPPOPT Sf RvrCC3 FIFE :U �a.5:iG1 • [CME TEa6 pppS,,y PI�,VE�f(Tgn M ILLION 15 12 13 P? 10 E C E GENERAL FUND 80-81 81-82 82-83 83-84. 84-85. 85-86 86-87 REVISED PROPOSED MILLION PROJECTIONS 15 1987-1992 [12 •. Y r ,t i• •j 13 77 l =, t ' 12 � f.•- ... 10 ..r • '��� �(J �� rlt {• ;�'1 r•=r <<4 'r:�: iii. •• •� .��' • • ,•~tet :-f •� =` 7 .• 87- 88 88-89 05-50 90-91 91-92 BUDGET HIGHLIGHTS ACTIVITIES: The activities associated with the general government of the City of Cape Girardeau include: City Council - The City Council is the elected legislative authority of the City government through appointment and supervision of the City Manager. It passes all ordinances, policy documents and other measures conducive to the welfare of the City. The City Council is directly accountable to the citizenry for the conduct of municipal affairs. City Attorney - The City Attorney performs all necessary legal services for and on behalf of the City. Major assignments are to advise the City Council and other City officials on legal matters, to institute and prosecute actions in the Municipal Court as provided by law or ordinance, to prepare ordinances and other legal documents relating to city affairs and to represent the City's legal interest as required. Municipal Court - The Municipal Court has exclusive original jurisdiction to hear and rule on all complaints under City ordinances. It is empowered to imprison and/or fine any person violating City ordinances. City Manager - The City Manager is the administrative head of the City government. Under the direction of the City Council, he supervises all City departments, appoints all City employees, achieves goals and objectives established by the City Council, sees that laws, ordinances and provisions of the Charter are enforced, enforces terms of public utility franchises, prepares and submits the annual and capital program budgets, advises the City Council of financial affairs, makes appropriate recommendations to the City Council and performs such other duties as prescribed by law and the City Council Finance - This department is responsible for all accounting and financial functions of the City government including records management, utility billing, revenue collection, purchasing, disbursements, investments, data processing, budget analysis and financial forecasting. Community Development - This new department is responsible for development activities including the Community Development Block Grant program, building inspection, planning and the coordination of all development within the community. Police - The Police Department maintains the public peace, suppresses crime, enforces traffic and other City ordinances, executes warrants and other processes issued by the Municipal Court and City Attorney and performs related duties. The Crime Prevention Program is a major effort of the department. Fire - The major emphasis of this department will continue to be fire prevention and enforcement of the fire code, together with protection against the spread of fire, extinguishing fires and performance of related duties. Public Works: Engineering - This division provides engineering services for all City construction projects in accordance with ordinances and other policy statements by the City Council, keeps the necessary records and performs other such engineering assignments and duties as required. Streets - This division maintains public streets and rights-of-way in accordance with other policy actions of the City Council. This department installs and maintains traffic markings and signs, works with storm water drainage on public right-of-way, performs minor construction and other duties related to street maintenance. Sanitation - The residential division collects and disposes of solid waste materials generated by citizens, as well as providing a special pick-up service for items and materials excluded in scheduled daily collection. The commercial division collects and disposes of solid waste materials generated by commercial establishments. The landfill is the disposal point of solid waste materials collected from all residential and commercial pick-ups. This facility also receives waste materials for numerous residential, commercial and industrial facilities throughout this county and adjacent counties. Parks and Recreation: Parks - This division maintains and operates all public areas, buildings and equipment, medians, areas around public buildings and�receational facilities. Pools - This division operates and maintains two public pools; one is an indoor/outdoor facility. Recreation - This division operates a year-round public program for all age groups, including a multitude of programs, and coordinates use of all facilities by organized groups. Band - The municipal band provides open-air concerts at the Band Shell in Capaha Park. Cemetery - This division operates and maintains three cemetery facilities within the community. PROGRAM/SERVICE LEVEL ADJUSTMENTS: - Creation of a Development Center to handle all planning, zoning, building regulation and development related items. - Continued funding of the comprehensive plan update, economic development activity and salary and benefit plan review. - Adding four positions in the Police Department to meeting management study recommendations. - Initial funding for fire truck replacement program. - Added emphasis to Parks and Recreation with full staffing, increased maintenance funding and capital outlays. REVENUE/RATE INCREASES: - Fee for residential refuse collection, fee increase for commercial and landfill. a Beginning Fund Balance Additions Revenues Taxes Licenses & Permits Fines & Forteitures Fees & Charges Intergovernmental Miscellaneous Total Revenue Transfers from Federal Shared Revenue Transfers from Motor Fuel Transfers from Convention/Tourism Total Additions Deductions Operation & Maint. Salaries General Operations Contractual Sundry Capital Total Operation & Maintenance Transfer to Capital Improvement Transfer to Health Transfer to Fleet Transfer to Sewer Construction Total Deductions Ending Fund Balance Actual 1984-85 1,046,739 Budget 1985-86 1,309,471 GENERAL Revised Proposed Projected Projected Projected Projected 1985-86 1986-87 1987-88 1988-89 1989-90 1990-91 1,309,471 1,601,739 1,601,839 1,525,736 1,258,104 758,760 Projected 1991-92 (14,907) 5,699,530 412,826 5,998,285 400,855 6,012,706 439,800 6,282,341 458,300 6,589,230 471,738 7,033,345 7,507,392 8,013,390 8,553,493 389,737 375,000 408,000 419,000 453,762 486,740 508,394 502,218 569,605 518,189 638,186 534,667 715,023 558,830 66,794 554,840 85,623 637,500 117,090 1,483,012 247,660 1,838,236 164,148 2,042,832 2,270,199 2,526;732 2,812,253 146,084 105,000 144,252 129,013 133,562 171,137 138,825 178,126 144,295 185,115 149.980 192,104 155,889 7,273,801 7,519,603 7,759,348 9,019,326 9,650,676 10,381,273 11,171,835 12,031,592 12,963,429 361,792 546,299 546,299 200,000 397,223 404,023 404,023 560,000 576,800 594,104 611,927 630,284 649,193 80,956 8,032,816 8,469,925 8,790,626 9,779,326 10,227,476 10,975,377 11,783,762 12,661,876 13,612,622 5,059,450 347,604 5,491,919 401,023 5,376,404 534,696 5,817,328 625,052 6,332,141 6,831,747 7,370,772 7,952,326 8,579,765 1,511,533 1,608,437 1,716,043 1,948,850 783,703 2,284,310 903,531 2,592,464 1,041,681 2,942,187 1,200,954 3,339,088 1,384,580 3,789,532 169,659 6.81,838 90,375 968,113 53,052 818,163 88,800 839,835 103,425 400,000 115,267 400,000 128,466 400,000 143,175 159,568 400,000 400,000 7,770,084 8,559,867 8,498,358 9,319,865 9,903,579 10,843,009 11,883,106 13,035,543 14,313,445 4,400 32,361 327,000 400,000 400,000 400,000 400,000 400,000 100,000 7,770,084 8,564,267 8,498,358 9,779,226 10,303,579 11,243,009 12,283,106 13,435,543 14,713,445 1,309,471 1,215,129 1,601,739 1,601,839 1,525,736 1,258,104 758,760 (14,907) (1,115,730) CURRENT REVENUE BY FUND AND SOURCE 1984-8b 1985-86 BUDGET 1936-87 PROPOSED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED --------------- GENERAL PRIOR YEARS REVENUE PRIOR YEARS REVENUE SOURCE TOTAL $ $ 104,342 $ $ 104,342 $ PROPERTY TAXES REAL ESTATE $ 4087157 $ 423,366 $ 448,000 $ 461,440 PERSONAL PROPERTY 59,159 62,400 887000 90,640 RAILROAD UTILITIES 57,389 587000 56,606 55,000 INTANGIBLE 439 500 1,700 1,700 DELINQUENT ----------- 137730 ----------- 127740 ----------- 10,000 ----------- 10,000 SOURCE TOTAL $ ----------- 538,874 $ ----------- 557,006 $ ----------- 6047306 $ ----------- 618,780 SALES & SERVICE TAXES UNION ELECTRIC $ 17351,830 $ 1,475,000 $ 17462,900 $ 1,5507000 SOUTHWESTERN BELL 27,500 27,500 27,500 27,500 CABLE T.V. 59,327 607515 61,000 61,000 CIGARETTE TAX 136,539 130,000 1307000 130,000 SALES TAX 3,5317545 ----------- 37692,000 ----------- 3,7277000 ----------- 3,895,061 SOURCE TOTAL ----------- $ ----------- 5,106,741 $ ----------- 5,385,015 $ ----------- 5,4087400 $ ----------- 5,663,561 LICENSES & PERMITS MERCHANT LICENSES $ 336,231 $ 336,000 $ 370,000 $ 388,500 $ LIQUOR LICENSES 367989 34,000 34,000 34,000 SECURITY GUARDS 17173 1,075 11000 17000 BUILDING PERMITS 97373 81000 12,000 127000 PLUMBING, & SEWER PERMITS 9,433 8,470 107000 10,000 ELECTRICAL PERMITS 7,108 6,520 91000 91000 ANIMAL LICENSES 646 600 600 600 POOL TABLES 209 190 200 200 ENGINEERING FEES ----------- 11,659 ----------- 6,000 ----------- 31000 ----------- 3,000 SOURCE TOTAL $ ----------- 412,826 $ ----------- 400,855 $ ----------- 439,800 $ ----------- 4587300 FINES & FORFEITURES FINES & FORFEITURES $ 340,509 $ 325,000 $ 350,000 $ 350,000 $ PRISONER HOUSING 47,226 50,000 55,000 697000 CRIME VICTIMS FUND 27002 ----------- ----------- 3,000 ----------- SOURCE TOTAL ----------- $ ----------- 389,737 $ ----------- 375,000 $ ----------- 408,000 $ ----------- 419,000 BUDGET ADOPTED CURRENT REVENUE BY FUND AND S O U R C E 1984-85 1985-86 BUDGET 1986 -87 -------------------- PROPOSED ----------- FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- USE OF MONEY AND PROPERTY INTEREST ON TAXES $ 9,971 $ 5,000 $ 10,000 $ 10,000 $ INTEREST ON INVESTMENTS 63,791 30,000 70,000 50,000 INTEREST ON WEEKEND INVEST 6,457 61000 4,000 4,000 SALE OF CITY PROPERTY 13,595 15,000 12,239 10,000 ARENA RENTALS 34,045 33,000 28,000 32,000 INTEREST ON SALES TAX 18,224 16,000 147000 16,000 PROPERTY DAMAGE SETTLEMENT 11000 FARM LEASE/LANDFILL 61013 6,013 SOURCE TOTAL ----------- $ ----------- 146,083 ----------- $ ----------- 105,000 ----------- $ ----------- 144,252 ----------- $ ----------- 1297013 FEES AND SERVICE CHARGES TAXI COUPONS $ 75,144 $ 84,840 $ 72,000 $ 847840 $ CAPAHA POOL 8,491 10,000 10,000 107000 MISCELLANEOUS 297654 30,000 60,000 307000 INSURANCE REFUNDS 8,423 16,000 HEALTH -CEMETERY 10,805 81000 91000 91000 WASTE DISPOSAL 374,532 363,000 457000 1,301,172 CENTRAL POOL 477990 457000 40,000 40,000 POOL CONCESSIONS 31790 4,000 4,500 81000 DONATIONS 11000 SOURCE TOTAL ----------- $ ----------- 558,829 ----------- $ ----------- 544,840 ----------- $ ----------- 637,500 ----------- $ ----------- 17483,012 REVENUE FROM OTHER AGENCYS PROPERTY SURTX ON BUSINESS $ 53,915 $ 56,264 $ 267460 $ 26,460 $ HUD RENTAL REHAB. 25,000 125,000 CDBG-RS TO GEN -ADMIN. SER. 1ti,000 47500 STATE -POLICE GRANTS 267941 87930 11,630 397200 STATE -TRANSIT 36,359 53,998 47,000 52,500 STATE - HISTORICAL GRANT 3,454 7,695 7,000 TRANSFER F.S.R. TO GENERAL 361,792 546,299 546,299 200,000 TRANSFER M.F.T. TO GENERAL 3977223 404,023 404,023 5607000 TRANSFER FROM CONY/TOUR. ----------- ----------- ----------- 80,956 SOURCE TOTAL $ ----------- 879,724 $ ----------- 1,092,209 $ ----------- 1,148,368 ----------- $ ----------- 17007,660 FUND TOTAL $ 87032,814 $ 8,564,267 $ 8,790,626 $ 97779,326 BUDGET ADOPTED C O M P A R A T I V E A N A L Y S I S E X P E N D I T U R E S E Y F U N D A N D A C T I V I T Y 1984-85 19:=5-86 BUDGET 1986 -87 ------- -------------------- ------- PROPOSED FUND AND ACTIVITY ACTUAL ADOPTED REVISION PROP&cED ----------------- GENERAL CITY COUNCIL $ 19,390 $ 24,405 $ 21,658 22,708 $ CITY ATTORNEY 109,892 114,793 109,047 114,614 MUNICIPAL COURT 46,863 51,028 58,748 55,43t, CITY MANAGER 162,0)33 170,274 187,045 192,"591 CITY HALL 50,/,_:6, 61, 12_ 6'5,4=2 73,734 FINANCE 195,116 194,974 23=,520 217,462 COMMUNITY DEVELOPMENT 131,249 INTER -DEPARTMENT SERVICES 254,400 349,105 337,507 680,273 POLICE 2,064,030 2,230,936 2,304,112 2,373,510 FIRE 1,460,327 1,5537054 1,540,059 17663,841 STREET 896,120 1,007,505 1,020,994 1,274,344 ENGINEERING 378,832 4137364 400,15Z: 315,_,0` W.D. RESIDENTIAL 419,999 448,959 423,073 493,901 W.D. COMMERCIAL 241,140 273,109 253,663 2977986 LANDFILL 493,286 580,274 474,196 637,595 W.D. SUPERVISION 54,017 55,082 56,280 71,690 CEMETERY 60,687 69,690 67,738 66,109 BAND 13,282 14,61 12 1 9 1 131 13,455 PARTS 477,030 571,447 572,670 679,649 CITY CAPAHA POOL 60,148 75,899 76,075 59,22= RECREATION S7, 5 5' 75,56'3 72, 3!56 94,941 CITY CENTRAL POOL iL 145, 379 175„ 463 190, 087 199,509 CONTINGENCY 10978j2 50,000 16,027 ----------- 50,000 ----------- FUND TOTAL ----------- $ 7,770,078 ----------- $ 815647267 $ 8,49S,-_458 $ 97779,326 BUDGET ADOPTED BUDGET HIGHLIGHTS ACTIVITIES: The City of Cape Girardeau operates the sewer utility, municipal airport, municipal golf course and a sewer construction fund as self-sustaining enterprise funds. Sewer - operates and maintains the facilities which provide for the proper treatment and disposal of domestic commercial and industrial waste waters to meet state and federal regulations. Airport - operates and maintains the municipal airport facility in accordance with Federal Aviation Administration regulations and to service passenger traffic, private aircraft and related business activities. Golf - provides for the operation and maintenance of the 18 hole municipal golf course. Sewer Construction - provides for the construction of a major sanitary relief sewer through the central part of the community. PROGRAM/SERVICE ADJUSTMENTS The major sanitary sewer construction program will relieve residential and commercial back-up problems and will allow for continued growth of the community to the north and northwest. REVENUE/RATE INCREASES The sanitary sewer rate adjustment and new utility billing system, previously approved by the City Council, will go into effect with the beginning of the fiscal year. SE W EP O PE PA TING FUND REVENUES b EXPENDITURES 1980 — 1986 Oil m E•• 1300+ REVENUES 1200 ® EXPENDITURES 8 1100 A. t- 1000 g00 •sr= .a . A 800 i 700 .,s •;,; 600 �• is l ;;�`. =:, • :. .• -4 � t� +: �;.� 500 •��• '�� :1 1ta• ••• a ��st •.fit 450 ::• -,,: .;;� :;<<, ,;� :.;a 80-81 81.82 82-83 83-84 84-85 85-96 86-87 REVISED PROPOSED PROJECTIONS 1987-1992 _•a .y til r,•.{ • .�•. .. ,[• � t• •!•• -[tet •• 1 , • �t .S J •ti y•� -16 Revenues Fees & Charges Miscellaneous Total Revenue Operation & Maint. Salaries General Operations Contractual Sundry Capital Total Operation & Maintenance 633%30 Actual Budget Revised Proposed Projected Projected Projected Projected Projected 1984-85 1985-86 1985-86 1986-87 1987-88 1988-89 1989-90 1990-91 1991-92 801,223 817,743 611,800 940,729 1,160,200 1,251,000 1,254,400 1,257,786 1,261,182 19,011 13,271 18,500 200 1,300 13,300 20,200 30,704 46,670 19,377 21,100 6,300 12,510 10,000 10,000 10,000 10,000 10,000 820,234 831,014 630,300 940,929 1,161,500 1,264,300 1,274,600 1,288,490 1,307,852 365,613 381,460 380,478 405,712 449,650 498,347 552,318 612,134 678,429 64,033 74,968 72,418 105,218 112,896 115,639 118,449 121,328 124,276 272,175 352,486 297,174 392,189 438,522 483,032 532,060 586,064 645,550 754 1,000 1,300 1,300 35,129 35,208 35,287 35,366 35,445 19,377 21,100 6,300 12,510 10,000 10,000 10,000 10,000 10,000 721,952 831,014 757,670 916,929 1,046,197 1,142,226 1,248,114 1,364,892 1,493,700 Income (Loss) Before Transfers 98,282 -0- (127,370) 24,000 115,303 122,074 26,486 (76,402) (185,848) Transfer to Fleet 24,000 40,000 40,000 40,000 40,000 40,000 Net Income (Loss) 98,282 -0- (127,370) -0- 75,303 82,074 (13,514) (116,402) (225,848) Beginning Retained Earnings 130,558 228,840 228,840 101,470 101,470 176,773 258,847 245,333 128,931 Ending Retained Earnings 228,840 228,840 101,470 101,470 176,773 258,847 245,333 128,931 (96,917) CURRENT REVENUE BY FUND AND S O U R C E 1954-85 19.5-86 BUDGET 1986 -87 -------------------- PROPOSED ---------- FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- SEWER PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ $ 127,370 $ $ SOURCE TOTAL $ 127,370 USE OF MONEY AND PROPER'fY INTEREST ON INVE=-TMENTS $ 17,660 $ 11,771 $ 13,000 $ 100 $ INTEREST ON WEEKEND INVES ----------- 1,352 ----------- 11500 ----------- 500 ----------- 100 SOURCE TOTAL $ ----------- 19,012 $ ----------- 13,271 $ ----------- 187500 $ ----------- 200 FEES AND SERVICE CHARGES MISCELLANEOUS $ 404 $ 250 $ 11800 $ 1,500 $ SEWER USAGE CHARGES 7297798 721,493 5.50,000 872,229 CONTRACT - BIOKYOWA 717022 96,000 60,000 67,000 SOURCE TOTAL ----------- $ ----------- 8017224 ----------- $ ----------- 3177743 ----------- $ ----------- 611,300 ----------- $ ----------- 940,729 FUND TOTAL $ ----------- ----------- 820,236 $ ----------- ----------- 831,014 $ ----------- ----------- 7577670 $ ----------- ----------- 9407929 BUDGET ADOPTED SEWER TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION DEPARTMENT I DIVISION CLASSIFICATIONS SALARIES GENERAL OPERATIONS CONTRACTUAL SUNDRY CHARGES TOTAL CURRENT EXPENSE 1984-85 ACTUAL 1985-86 BUDGET PROPOSED ADOPTED REVISION $ 365,613 $ 381,460 $ 330,478 64,034 74,968 72,418 272,176 352,486 297,174 754 11000 11300 ----------- ----------- ----------- $ 702,577 $ 809,914 $ 751,370 ----------- ----------- ----------- DEPT. NBR. 1986-87 BUDGET 405,712 105,218 392,189 1,300 904,419 CAPITAL OUTLAYS $ 17,489 $ 21,100 $ 61300 $ 12,510 PROJECTS TRANSFERS 24,000 TOTAL EXPENDITURES $ 7207066 $ 831,014 $ 7577670 $ 940,929 AIRPORT OPERATING FUND REVENUES & EXPENDITURES 1980 - 1986 THOUSANDS 80-81 '81-82 82-83 83-84 84-85 85-86 86-87 REVENUES ® EXPEND(TURES PROJECTIONS 1987 --1992 � i• 1f f f• 300 200 • • 1•� t` R•it M• •_ a•a -f f� • fps S• •i � ^i 1 Sl �j - •i �•. t•a .'� '••/ •• • ',ate lf�T a • oaf u t� � i• 1f f f• 300 200 • • Revenues Fees & Charges Intergovernmental Miscellaneous Total Revenue Operation & Maint. Salaries General Operations Contractual Sundry Capital Total Operation & Maintenance Income (Loss) Before Transfers Transfer from Federal Shared Net Income (Loss) AIRPORT Actual Budget Revised Proposed Projected Projected Projected Projected Projected 1984-85 1985-86 1985-86 1986-87 1987-88 1988-89 1989-90 1990-91 1991-92 42,518 20,781 17,850 14,550 16,600 15,000 15,500 16,000 16,500 17,000 52,390 128,562 126,900 135,000 143,613 152,775 162,522 172,891 183,921 98,663 86,009 76,520 72,720 81,263 87,805 94,873 102,510 110,762 171,834 232,421 217,970 224,320 239,876 256,080 273,395 291,901 311,683 30,722 33,346 30,482 33,019 35,766 38,,741 41,965 45,456 49,237 7,681 12,011 13,175 12,875 13,827 14,851 15,949 17,130 17,546 42,518 75,686 178,928 196,318 219,742 227,301 235,121 243,209 267,894 1,034 1,035 1,035 1,035 1,056 1,078 1,100 1,123 1,145 53,346 124,215 33,528 135,301 246,293 223,620 276,775 270,391 281,971 294,135 306,918 335,822 36,533 (13,872) 36,533 (13,872) Beginning Retained Earnings 53,155- 89,688 Ending Retained Earnings 89,688 75,816 (5,650) (52,455) (30,515) (25,891) 33,528 (5,650) (18,927) 75,816 70,166 70,166 51,239 (30,515) (25,891) 51,239 20,724 20,724 (5,167) (20,740) (15,017) (20,740) (15,017) (24,139) (24,139) (5,167) (25,907) (24,139) (25 907) (40 924) (65,063) CURRENT REVENUE BY FUND AND S 0 U R C E 19,34-85 1985-86 BUDGET 1936 -37 -------------------- PROPOSED ---------- FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- AIRPORT PRIOR YEARS REVENUE PRIOR YEARS REVENUE 14,072 $ 5,650 $ 18,927 � SOURCE TOTAL ----------- $ ----------- 14,072 ----------- $ ----------- 5,650 ----------- $ ----------- 18,927 USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS $ 3,967 $ 27000 5,000 $ 37000 $ INTEREST ON WEEKEND INVES 212 100 100 100 AUTO RENTALS 24,606 22,000 20,000 20,000 SIGN RENTALS 145 220 120 120 FLOOR SPACE 33,545 31,000 317400 31,400 RESTAURANT RENT 2,400 1,800 2,100 2,1001 FARM LEASE 337789 28,389 17,800 16,000 SOURCE TOTAL ----------- $ ----------- 98,664 ----------- $ ----------- 56,009 ----------- $ ----------- 767520 ----------- $ ----------- 72,720 FEES AND SERVICE CHARGES MISCELLANEOUS $ 479 $ 350 $ 550 $ 500 $ BIOKYOWA CONTRACT 2,100 AIRLINE FEES 207302 177500 ----------- 14,000 ----------- 147000 SOURCE TOTAL ----------- $ ----------- 207781 ----------- $ ----------- 17,850 $ ----------- 14,550 $ ----------- 167600 REVENUE FROM LATHER AGENCYS FFA - TOWER $ 52,391 $ 128,562 $ 1267900 $ 135,000 $ TRANSFER FROM FSR 33,528 SOURCE TOTAL ----------- $ ----------- 52,391 ----------- $ ----------- 124,562 ----------- $ ----------- 126,900 ----------- $ ----------- 1687528 FUND TOTAL $ 171,836 $ 246,493 $ 223,620 $ 276,775 BUDGET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION CLASSIFICATIONS 1954-85 ACTUAL 1985-86 BUDGET 1986-57 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES SALARIES $ 30,722 $ 33,346 $ 30,432 $ 33,019 GENERAL OPERATIONS 7,651 12,011 13,175 12,875 CONTRACTUAL 93,623 199,901 175,928 196,318 SUNDRY CHARGES 11035 ----------- 1,235 11035 1,035 TOTAL CURRENT EXPENSE $ 133,061 ----------- ----------- $ 246,493 ----------- ----------- $ 223,620 ----------- ----------- $ 243,247 ----------- CAPITAL OUTLAYS $ 2,240 $ $ $ 337528 PROJECTS TRANSFERS TOTAL EXPENDITURES $ 135,301 $ 2467493 $ 223,620 $ 276,775 GOLF COURSE REVENUES & EXPENDITURES 1980 - 1986 THOUSANDS 80-81 81-82 82-83 83-84 84-85 85-86 86-87 REVENUES ® EXPENDITURES PROJECTIONS 1987 —19 92 -Me ,.• f tj 200 ;t .t ` • • :� y ` • iyS •i�� ~f •.•.� 000� • : f l 41, • ' _o'."00• r • • •ell • • -000 �a •"c ';•. •• .� s • !'y Ji r. ooe� "0000000000 • •� l,-I0000 .�• • ♦ .• 16 87-88 88-89 89-90 90-91 91-92 -Me ,.• f tj 200 GOLF COURSE Actual Budget Revised Proposed Projected Projected Projected Projected Projected 1984-85 1985-86 1985-86 1986-87 1987-88 1988-89 1989-90 1990-91 1991-92 Revenues Fees & Charges 217,927 250,337 238,400 254,950 290,784 331,874 381,348 426,085 483,989 Miscellaneous 592 400 2,050 550 2,288 2,471 2,668 2,882 3,112 Total Revenue 218,519 250,737 240,450 255,500 293,072 334,345 384,016 428,967 487,101 Operation & Maint. Salaries 123,932 130,025 134,516 125,130 151,635 159,217 167,178 175,537 184,313 General Operations 62,763 76,659 62,384 59,935 84,544 92,845 98,028 107,614 116,642 Contractual 45,813 44,535 40,370 86,763 52,078 64,357 64,180 70,461 78,211 Sundry 3,029 2,650 2,900 2,800 2,912 3,145 3,396 3,668 3,961 Capital 7,700 12,800 1,250 28,125 33,125 33,125 33,125 33,125 Total Operation & Maintenance 235,537 261,569 252,970 275,878 319,294 352,689 365,907 390,405 416,252 Income (Loss) Before Transfers (17,018) (10,832) (12,520) (20,378) (26,222) (18,344) 18,109 38,562 70,849 Transfer from Federal Shared 23,000 25,000 25,000 Transfer to Capital Improvement Fund 10,000 Transfer to Fleet 9,750 15,000 15,000 15,000 15,000 15,000 Net Income (Loss) 5,982 14,168 2,480 (30,128) (41,222) (33,344) 3,109 23,562 55,849 Beginning Retained Earnings 27,995 33,977 33,977 36,457 6,329 (34,893) (68,237) (65,128) (41,566) Ending Retained Earnings 33,977 48,145 36,457 6029 (34,893) (68,237) (65,128) (41,566) 14,283 CURRENT REVENUE BY FUND AND S O U R C E 1984-85 1985-86 BUDGET 1956-87 BUDGET -------------------- PROPOSED -------------------- FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- ADOPTED ------- GOLF COURSE PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ 8,957 $ $ 30,123 $ SOURCE TOTAL ----------- $ ----------- 8,957 ----------- $ ----------- 30,128 USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS $ 428 $ 300 $ 2,000 $ 500 $ INTEREST ON WEEKEND INVES ----------- 165 ----------- 100 ----------- bo ----------- 50 SOURCE TOTAL $ ----------- 593 $ ----------- 400 $ ----------- 2,050 $ ----------- 550 FEES AND SERVICE CHARGES MISCELLANEOUS $ 27042 $ 17000 $ 1,500 $ 1,500 $ GREEN FEES 79,935 95,144 951000 100,000 CONCESSIONS 22,105 22,500 227500 26,250 CART RENTALS 55190: 657812 65,000 67,000 EQUIPMENT SALES 10,883 10,360 10,000 15,000 CART FEES 2,833 5,220 3,000 3,300 CLUB RENTAL 3, 4tf-0 3,195 31000 3,500 PASS 30,084 :'2,827 30,000 307000 BEER 8,262 37279 81000 81000 GIFT CERTIFICATES ----------- 2,380 ----------- ----------- 400 ----------- 400 SOURCE TOTAL $ ----------- 217,927 $ ----------- 250,337 $ ----------- 2387400 $ ----------- 254,950 REVENUE FROM OTHER AGENCYS TRANSFER FSR TO GOLF $ ----------- 237000 $ ----------- 25,000 $ ----------- 25,000 $ $ .=OURCE TOTAL $ ----------- 237000 $ ----------- 25,000 $ ----------- 257000 FUND TOTAL $ 2417520 $ 284,694 $ 265,450 $ 285,623 TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND I DEPARTMENT I DIVISION DEPT. NBR. CLASSIFICATIONS 1934-35 ACTUAL 1935-36 BUDGET 1936-37 BUDGET 1,260 PROPOSED 23,12510,000 9,750 ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES SALARIES $ 123,933 $ 130,025 $ 134,516 $ 125,130 GENERAL OPERATIONS 62,764 76,659 62,354 59,935 CONTRACTUAL 45,413 44,535 40,370 36,763 SUNDRY CHARGES 31030 2,650 27900 2,300 TOTAL CURRENT EXPENSE $ 235,540 -- -- 253,369 ----------- $ 240,170 ----------- $ 274,623 CAPITAL OUTLAYS $ $ 7,700 Is 12,8001$ 1,260 TRANSFERS 23,12510,000 9,750 TOTAL EXPENDITURES $ 2357540 ----------- $ 234,694 ----------- $ 262,970 ---------- $ 2857628 CURRENT REVENUE BY FUND AND S 0 U R C E 19834-35 1935-86 BUDGET 193E -37 -------------------- PROPOSED ---------- FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- SEWER CONSTRUCTION PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ $ $ 950,207 $ SOURCE TOTAL $ 950,207 USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS $ $ $ 16,600 $ 31,822 INTEREST ON WEEKEND INVEST 100 ----------- ----------- 200 SOURCE TOTAL $ 16,700 ----------- $ ----------- 327022 REVENUE FROM OTHER AOENCYS BOND REVENUE $ $ 1,400,000 $ 1,40'-J,279 $ STATE SEWER GRANT 500,000 500,000 TRANSFER FROM GENERAL FUND ----------- ----------- 100,000 SOURCE TOTAL ----------- $ ----------- 119001000 $ 174057279 ----------- $ ----------- 600,000 FUND TOTAL $ ----------- ----------- 1,900,000 $ 1,4217979 ----------- ----------- $ ----------- ----------- 1,582,229 BUDGET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION DEPARTMENT I DIVISION DEPT. NBR. 5 1986-87 BUDGET PROPOSED I ADOPTED SEWER CON:=TRUCTION CLASSIFICATIONS CURRENT EXPENSE' CONTRACTUAL SUNDRY CHARGES TOTAL CURRENT EXPENSE SEWER CON 1984-85 ACTUAL $ 1985-86 BUDGET PROPOSED ADOPTED REVISION $ $ 2.-, 323 7'3 $ 26,106 45i I 450 PROJECTS $ $ $ 200,000 $ 1,581,779 TRANSFERS 245,666 TOTAL EXPENDITURE=: $ 471,772 $ 1,582,229 BUDGET HIGHLIGHTS ACTIVITIES: Internal service activities are budgeted and accounted for separately in internal service funds, administered by various City departments and supported by transfers from other City operations using their services. Data Processing - This group provides data processing services for all City departments and various functions. This fund is administered by the Finance Department. Fleet Management - manages the acquisition, operation and maintenance of the entire City fleet of vehicles and equipment. This fund is administered by the Public Works Department. PROGRAM/SERVICE LEVEL ADJUSTMENTS The data processing fund has a higher than normal cost expenditure as a part of the completion of upgrading the City centralized computer system which has already been obligated. Fleet Management will show the entire capital expenditure for all fleet acquisitions for the first time. This was previously shown in individual activity budgets. REVENUE/RATE ADJUSTMENTS The fees paid by the various operating activities of the City provide the revenue for these enterprise funds. The allocated fees are adjusted annually, based on actual cost experience and projections. CURRENT REVENUE BY FUND AND S O U R C E 1934-35 1935-86 BUDGET 1986-87 PROPOSED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED --------------- ------ ------- -------- -------- DATA PROCESSING PRIOR YEARS REVENUE" PRIOR YEARS REVENUE $ $ $ $ 120,856 SOURCE TOTAL $ 120,836 USE OF MONEY AND PROPERTY INTEREST/WEEKEND INVEST $ $ DEPARTMENTAL TRANSFER 43,022 1-31303 195,659 69,714 --------------------------------- ----------- SOURCE TOTAL $ 48,022 $ 53,308 $ 1957659 $ 69,714 ----------- ----------- ----------- ----------- REVENUE FROM OTHER AGENCYS LIBRARY COMPUTER PURCHASE $ $ $ 73.5='0 $ $ TRANSFER/1965 AIRPORT BOND 156,000 TRANSFER FROM FSR 51,000 51,000 100,000 ----------- ----------- ----------- SOURCE TOTAL $ 51,000 $ 2807550 $ 1007000 FUND TOTAL $ 437022 $ 104,308 $ 476,209 $ 290,570 H! �DGE'f ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT DIVISION DEPT. NBR. DATA PROCESSING FINANCE DEPT. DATA PROCESSING 1 82 CLASSIFICATIONS 1984-85 ACTUAL 1985-86 BUDGET 1986-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES SALARIES $ 38,248 $ 39,213 $ 41,537 $ 32,940 GENERAL OPERATIONS 27121 57550 4,500 347100 CONTRACTUAL 5,485 77520 9,760 27,300 SUNDRY CHARGES 450 525 15,450 807900 TOTAL CURRENT EXPENSE $ 46,304 $ 52,808 ----------- $ 717247 ----------- $ 175,240 CAPITAL OUTLAYS TRANSFERS TOTAL EXPENDITURES $ 1,180l$ 51,5001$ 280,050 115,330 $=====47_4341$====104,x:0.3 $_====51,297 $====290,570 CURRENT REVENUE BY FUND AND S O U R C: E 1934-85 1935-86 BUDGET 1936-87 BUDGET -------------------- -------------------- PROP! USED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED ADOPTED --------------- ------ ------- -------- -------- ------- FLEET MANAGEMENT PRIOR YEARS REVENUE PRIOR YEARS REVENUE SOURCE TOTAL USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS INTEREST ON WEEKEND INVEST VALE OF CITY PROPERTY INTER -DEPARTMENT TRANSFER SOURCE TOTAL FEES AND SERVICE CHARGES MISCELLANEOUS SOURCE TOTAL REVENUE FROM OTHER AGENCY: COUNTY - RESCUE VEHICLE TRANSFER FROM FSR VEHICLE CAPITAL TRANSFERS SOURCE TOTAL FUND TOTAL $ $ 32,113 $ 157436 $ 15,107 $ --------------------------------- $ 32,118 $ 15,436 $ 15,107 $ 162 $ $ 700 $ 500 $ 33 150 100 25,307 25,000 31,000 20,000 951,734 918,991 918,991 913,127 $ 977,341 $ 943,991 $ 95.0,341 $ 933,727 ----------- ----------- ----------- ----------- $ 1,104 $ $ 100 $ 100 $ --------------------------------- $ 1,104 $ 100 $ 100 ----------- ----------- ----------- $ $ $ 2tf., 000 $ $ 25, 000 25, 000 25, 000 3757750 750 ----------- ----------- ----------- ----------- $ 25,000 $ 257000 $ 50,000 $ 375,750 ----------- ----------- ----------- ----------- $ 1,003,445 $ 17001,109 $ 1,016,377 $ 1,324,634 -------------------------------------------- -------------------------------------------- TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION CLASSIFICATIONS 1984-85 ACTUAL 1985-868 UDGET 1986-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES SALARIES $ 2157106 $ 2377078 $ 232,769 $ 241,444 GENERAL OPERATIONS 444,030 437,478 428,525 4337255 CONTRACTUAL 227,589 2307653 240,943 253,335 SUNDRY CHARGES 985 900 400 900 TOTAL CURRENT EXPENSE ----------- $ 887,710 ----------- $ 906,109 ----------- $ 9027637 ----------- $ 928,934 CAPITAL OUTLAYS $ 35,050 $ 95,000 $ 113,740 $ 395,750 TRANSFERS ----------- ----------- ----------- ----------- TOTAL EXPENDITURES $ 922,760 $ 170017109 $ 17016,377 $ 1,324,684 BUDGET HIGHLIGHTS ACTIVITIES• These are activities that require separate accounting due to the financing source and legal requirements. The special revenue and debt service funds are administered by various City departments. Health - This department enforces all health ordinances, applicable state laws and related regulations. It is also responsible for the administration of the animal control program, vector control program and related litter, nuisance and unsightly structure ordinances. Motor Fuel - This account provides for the receipt of funds from state and federal motor fuel taxes and related sales taxes and provides for the construction of appropriate street and bridge projects. Convention/Tourism - provides for the receipt and disbursement of all funds in conjunction with the hotel/motel/restaurant tax. This is a gross receipt tax which provides for a rate of 3% on hotel/motel rooms and to on restaurants. The funds may be used for conventions and tourism purposes, as well as other uses authorized by the ordinance and law. Revenue Sharing - accounts for the receipt and disbursement of all funds received under the Federal Revenue Sharing program. The expenditures are made in accordance with requirements of the federal law and authorization of the City Council. Capital Improvement - utilized to record major capital projects implemented within the current fiscal year and previously authorized as part of the five year capital improvement program. Multi -Purpose Building - established to provide a record of expenditures from the General Obligation Public Building Bonds, Series 1984, which were issued in the principal amount of $5 million for the joint construction of a multi-purpose center facility with Southeast Missouri State University. Mausoleum - records revenues and expenditures from privately contributed funds which are utilized to perform structural maintenance on certain mausoleums in perpetuity. Special Assessment - provides for the management of revenues received from various special assessment projects including sidewalks, storm sewers, sanitary sewers and streets. Debt Service - provides centralized accounting of interest and principal payments on all long term debts incurred by the City. The fund is supported by tax levies for general obligation debt and transfers from related funds to assist in the retirement of that debt. PROGRAM/SERVICE LEVEL ADJUSTMENTS The motor fuel and capital improvement funds will be funded to complete major public works projects authorized in previous years. The general revenue sharing program will be eliminated in the upcoming year as it is anticipated to be phased out by the federal government. The multi-purpose building and debt service account have been increased with the implementation of this major public building project within the community. Convention and tourism continues to implement the major economic development effort in the community together with paying for a portion of the general obligation bond issue debt service cost. REVENUE/RATE INCREASES There will be a $.10 per $100 assessed valuation increase in the debt service fund to pay for a portion of the cost of the principal and interest on the General Obligation Public Building Bonds, Series 1984. This is the amount that was indicated to the public when this issue was being considered. 17C as 15C Mo xrol 120 m m col :• 70 .• HEAL TH FUND REVENUES & EXPENDITURES 1980 - 1996 8081 81-82 82-83 83-84 84-85 85-86 86-87 REVISED PROPOSED 87-88 88-89 SD -50 90-91 91-92 170 .. 150 .E 130 120 sm •• :• 70 10 HEALTH Actual Budget Revised Proposed Projected Projected Projected Projected Projected 1984-85 1985-86 1985-86 1986-87 1987-88 1988-89 1989-90 1990-91 1991-92 Revenues Taxes 70,233 72,717 76,400 78,100 80,322 84,226 88,319 92,612 97,113 Fees & Charges 10,552 100 100 134 169 204 239 274 Miscellaneous 1,266 1,550 550 250 279 311 345 384 427 Intergovernmental 3,300 3,300 3,460 3,628 3,804 3,989 4,183 Total Revenue 82,051 74,267 80,350 81,750 84,195 88,334 92,672 97,224 101,997 Operation & Maint. Salaries 67,704 73,816 71,435 74,827 83,536 93,260 104,116 116,235 129,764 General Operations 1,830 2,675 3,125 3,145 3,635 4,125 4,616 5,106 5,596 Contractual 27,456 19,045 17,695 23,771 21,130 21,449 21,768 22,088 22,407 Sundry 1,457 5,180 8,673 8,650 9,688 10,727 11,766 12,304 13,843 Capital Total Operation & Maintenance 98,447 100,716 100,928 110,393 117,989 129,561 142,266 156,233 171,610 Income (Loss) Before Transfers (16,,396) (26,449) (20,578) (28,643) (33,794) (41,227) (49,594) (59,009) (66,613) Transfers from Federal Shared 5,000 20,000 20,000 Transfer from General 32,361 Transfer to Fleet 15,000 5,000 5,000 5,000 5 000 5,000 Net Income (Loss) (11,396) (6,449) ( 578) (11,282) (38,794) (46,227) (54,595) (64,009) (71,613) Beginning Retained Earnings 23,256 11,860 11,860 11,282 -0- (38,794) (85,021) (139,616) (203,625) Ending Retained Earnings 11,860 5,411 11,282 -0- (38,794) (85,021) (139,616) (203 625) (275,238) CURRENT REVENUE BY FUND AND S 0 U R C E 1984-85 1985-86 BUDGET 1956 -87 -------------------- PROPOSED ---------- FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- HEALTH PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ 6,449 $ 578 $ 117282 $ SOURCE TOTAL ----------- $ ----------- 67449 ----------- $ ----------- 578 ----------- $ ----------- 11,282 PROPERTY TAXES: REAL ESTATE $ 4S, 371 $ 49,920 $ ti7,000 $ 58,700 $ PERSONAL PROPERTY 7,014 7,3'35 11,000 11,300 RAILROAD UTILITIES 6,832 7,105 77200 6,500 DELINQUENTS 1,598 1,650 1,200 1,600 SOURCE TOTAL ----------- $ ----------- 63,815 ----------- $ ----------- 66,060 ----------- $ ----------- 76,400 ----------- $ ----------- 78,100 USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS $ 17227 $ 1,500 $ 500 $ 200 $ INTEREST ON WEEKEND INVEST ----------- 39 ----------- 50 ----------- 50 ----------- 50 SOURCE TOTAL $ ----------- 1,266 $ ----------- 1,550 $ ----------- 550 $ ----------- 250 FEES AND SERVICE CHARGES MISCELLANEOUS $ ----------- 107552 $ $ ----------- 100 $ ----------- 100 $ SOURCE TOTAL $ ----------- 10,552 $ ----------- 100 $ ----------- 100 REVENUE FROM OTHER AGENCYS PROPERTY SURTX ON BUSINESS $ 6,418 $ 67657 $ 31300 $ 3,300 $ TRANSFER FROM FSR 5,000 20,000 20,000 TRANSFER FROM GENERAL 32,361 SOURCE TOTAL ----------- $ ----------- 11,415 ----------- $ ----------- 267657 ----------- $ ----------- 237300 ----------- $ ----------- 35,661 FUND TOTAL $ ----------- ----------- 87,051 $ ----------- ----------- 1007716 $ ----------- ----------- 100,928 $ ----------- ----------- 125,393 BUDGET ADOPTED H TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION DEPARTMENT I DIVISION CLASSIFICATIONS SALARIES GENERAL OPERATIONS CONTRACTUAL SUNDRY CHARGES TOTAL CURRENT EXPENSE CAPITAL OUTLAYS TRANSFERS TOTAL EXPENDITURES 1984-85 ACTUAL $ 67,704 1,830 27,457 1,458 $ 98,449 $ $ I$ 1935-86 BUDGET PROPOSED ADOPTED REVISION 73,816 $ 71,435 2,675 3,125 19,045 17,695 51180 8,673 100,7161$ 100,928 DEPT. NBR. 1986-87 BUDGET ED I ADOPTED 74,827 3,145 23,771 8,650 110,393 15,000 $ 98,449 $ 1007716 $ 1007928 $ 125,393 THOUSANDS 2000 e 0j P•7 we 1300 1200 1000 11 `i 00 800-- 700--- 700• 600-- 600 500t 500 400-- 300-- L-Mu 00300 r; M MO TOR FUEL REVENUES & EXPENDITURES 1980 — 1986 82-83 — REVENUES ®— EXPENDITURES 85-86 REVISED 86-87 PROPOSED CURRENT REVENUE BY FUND AND S 0 U R C E 1984-85 1985-86 BUDGET 1986 -87 ---------- -------------------- PROPOSED FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- MOTOR FUEL PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ 229,055 $ 52,823 $ 265,880 $ SOURCE TOTAL ----------- $ ----------- 229,055 ----------- $ 52,823 ----------- ----------- $ ----------- 265,880 USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS $ 63,887 $ 30,000 $ 50,000 $ 30,000 $ INTEREST ON WEEKEND INVEST ----------- 1,057 ----------- 1,000 500 ----------- ----------- 500 SOURCE TOTAL $ ----------- 64,944 $ ----------- 31,000 $ 50,500 ----------- $ ----------- 30,500 REVENUE FROM OTHER AGENCYS LOCAL $ $ 95,000 $ $ 9b,000 $ MOTOR FUEL 412,112 401,000 425,000 445,000 AMENDMENT II 125,048 126,500 130,000 1347000 FAU GRANTS 863,800 991,138 STATE HWY - IND/KINGSHWY 57,~00 STATE HIGHWY-LIGHTING RT K 37,500 SOURCE TOTAL ----------- $ ----------- 537,160 ----------- $ ----------- 17486,300 ----------- $ 555,000 ----------- ----------- $ ----------- 1,7607138 FUND TOTAL $ ----------- ----------- 602,104 $ ----------- ----------- 1,746,355 $ 658,323 ----------- ----------- $ ----------- ----------- 27056,518 BUDGET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND I DEPARTMENT I DIVISION CLASSIFICATIONS TOTAL CURRENT EXPENSE PROJECTS TRANSFERS TOTAL EXPENDITURES 1984-'85 ACTUAL 1985-86 BUDGET PROPOSED ADOPTED I REVISION $ 193,274 $ 1,286,332 $ 143,300 $ 1,446,513 397,223 460,023 510,023 610,000 $ 590,497 $ 1,746,355 $ 658,323 $ 2,056,518 BUDG CURRENT REVENUE BY FUND AND S 0 U R C E 1984-85 1985-86 BUDGET 1986 -87 ---------- -------------------- PROPOSED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED CONVENTION/TOURISM PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ 1147811 ----------- ----------- 373,127 SOURCE TOTAL $ 114,811 ----------- $ ----------- 3737127 LICENSES x PERMITS HOTELS/MOTELS $ 186,032 $ 1707000 $ 180,000 $ 1857400 $ RESTAURANTS 306,207 305,000 3101000 3147000 SOURCE 'TOTAL ----------- $ ----------- 492,289 ----------- $ ----------- 475,000 ----------- $ 4t3,olp ----------- ----------- $ ----------- 504,400 USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS $ 227637 $ 27000 $ 45,000 $ 20,000 $ INTEREST ON WEEKEND INVES 643 335 500 ----------- ----------- 500 SOURCE TOTAL ----------- $ ----------- 297230 ----------- $ ----------- 2,335 $ 457500 ----------- $ ----------- 207500 FUND TOTAL $ 5217569 $ 477,335 $ 650,311 $ 8.87027 BUDGET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND I DEPARTMENT I DIVISION CONVENTION/TOURISM CONVENTION/TOURISM 52 1934-85 CLASSIFICATIONS ACTUAL 1985-86 BUDGET 1986-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES CONTRACTUAL $ 59,898 $ 120,000 $ 111,000 $ 140,000 SUNDRY CHARGES 879 1,025 1,000 TOTAL CURRENT EXPENSE $ 60,777 $ 120,000 $ 112,025 $ 1417000 TRANSFERS $ $ $ 538,286 $ 757,027 TOTAL EXPENDITURES $ 607777 $ 120,000 $ 650,311 $ 898,027 THOUSANDS 1080 1040 1000 980 940 920 FEDERAL SHARED RE VENUE REVENUES & EXPENDITURES 1980 - 1986 780 740 720 680 640 620 580 540 500 80-81 81-82 82-83 83-84 84-85 85-86 86-87 REVISED PROPOSED -REVENUES - EXPENDITURES CURRENT REVENUE BY FUND AND S O U R C E 1984-85 19:3.5-86 -------------------- BUDGET 1986-37 BUDGET PROPOSED ---------=----------- FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED ADOPTED -------- ------- FEDERAL SHARED REVENUE PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ 123,109 $ 34,672 $ 231,746 $ SOURCE TOTAL ----------- $ ----------- 123,109 ----------- $ ----------- 34,672 ----------- $ ----------- 231,746 USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS $ 337 736 $ 10,000 $ 20,000 $ 950 $ INTEREST ON WEEKEND INVEST ----------- 17044 ----------- 1,100 ----------- 2,000 50 SOURCE TOTAL $ ----------- 34,7$0 $ ----------- 11,100 $ ----------- 22,000 ----------- $ ----------- 11000 REVENUE FROM OTHER AGENCYS FEDERAL -GRANTS $ ----------- 642,207 $ ----------- 640,000 $ ----------- 651,627 $ ----------- 2797732 $ SOURCE TOTAL $ ----------- 642,207 $ ----------- 640,000 $ ----------- 651,627 $ ----------- 279,732 FUND TOTAL $ 676,957 $ 774,209 $ 7037299 $ 512,478 TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT DIVISION DEPT. NBR. FEDERAL SHARED REVENUE FEDERAL SHARED REVENUE 81 1984-8ti CLASSIFICATIONS ACTUAL 1985-86 BUDGET 1986-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES CONTRACTUAL $ 49 $ 100 $ TOTAL CURRENT EXPENSE ----------- $ 49 ----------- ----------- $ 100 ----------- PROJECTS $ 33,410 $ 60,500 $ 15,000 $ TRANSFERS 494,792 713,609 693,299 512,478 TOTAL EXPENDITURES ----------- $ 528,251 ----------- $ 774,209 ----------- $ 708,299 ----------- $ 512,478 MILLION 2.o4 I..F 1.0 0.° 0.8 0.7 06 0.5 0.4 CAPITAL IMPPOVEMENT FUND REVENUES b EXPENDITURES 1980 — 1986 80-81 81-82 82-83 83-84 84-85 85-56 86-87 REVISED MPOSED - REVENUES ®I- EXPENDITURES CURRENT REVENUE BY FUND AND S O U R C E 1954-85. 1985.-86 BUDGET 1926-87 BUDGET -------------------- -------------------- PROPOSED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED ADOPTED --------------- ------ ------- -------- -------- ------- CAPITAL IMPROVEMENT SPECIAL ASSESSMENTS SEWER ASSESSMENTS $ $ $ $ 30,000 $ SOURCE TOTAL $ 301000 FEES AND SERVICE CHARGES DONATIONS - DOWNTOWN $ $ 15,000 $ $ $ DONATIONS - PART•, 25,000 SOURCE TOTAL $ 15,000 $ 25,000 ----------- ----------- REVENUE FROM OTHER AG'ENCYS FED GRANTS 650/TAXI-RUNWAY $ 584,753 $ $ 68,166 $ $ FEDERAL GRANTS/TREATMT PLT 16,795 FED GRANT 659/GROV/RWY/TER 150 13,420 FED GRANT 660/HDICP OVERLY 94,037 11,835 FED GRANT 652/AIRPORT LGHT 39,600 83,700 LEASE/PURCHASE-GOLF COURSE 133,875 180,000 CDBG-SOUTH CAPE I 130,226 CDBG RED STAR 129,677 353,952 452,000 CDBG-SOUTH CAPE II 612,370 612,500 STATE - PARK GRANTS 50,000 50,000 1437650 MJLTIUSE COURT/STATE GRANT 16,310 CDBG-RED STAR II 5457300 TRANSFER FROM GENERAL 4,400 TRANSFER FROM MFT 56,000 56,000 TRANSFER FROM FSR 80,000 46,310 267000 178,9`;0 'TRANSFER -DOWNTOWN BUSINESS 25,000 30,000 TRANSFER -GOLF COURSE 23,125 10,000 TRANSFER FROM SEWER CONST. 245,666 ----------- -=--------- ----------- ----------- SOURCE TOTAL $ 17055,638 $ 1,360,942 $ 1,500,332 $ 1,186,655 ----------- ----------- ----------- ----------- FUND TOTAL $ 1,085,638 $ 1,375,942 $ 1,500,332 $ 1,241,655 -------------------------------------------- TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT DIVISION DEPT. NBR. T MPROVEMENT CAPITAL IMPROVEMENT 80 1934-85 CLASSIFICATIONS ACTUAL 1935-86 BUDGET 1936-87 BUDGET PROPOSED ADOPTED I REVISION PROPOSED ADOPTED TOTAL CURRENT EXPENSE PROJECTS 1,062,230 $ 3,243,322 $ 1,420,296 1,211,094 TOTAL EXPENDITURES $ 1,062,230 $ 3,243,322 $ 1,420,296 $ 1,211,094 CURRENT REVENUE BY FUND AND SOURCE 1934-85 198`.-86 BUDGET 1936 -87 -------------------- ------------ PROPOSED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED --------------- MULTI-USE CENTER CONST. PRIOR YEARS REVENUE PRIOR YEARS REVENUE SOURCE TOTAL USE OF MONEY AND PROPERTY INTERE'_T ON INVESTMENTS INTEREST ON WEEKEND INVEST INTEREST ON CHECKING ACCT. SOURCE TOTAL FEES AND SERVICE CHARGES MISCELLANEOUS SOURCE TOTAL REVENUE FROM OTHER AGENCYS BOND REVENUE ,TRANSFER FROM CONV/TOURISM SOURCE TOTAL FUND TOTAL $ $ $ 1,847,264 $ 3,157,259 $ ---------------------- $ 1,847,264 $ 3,157,259 $ 222,431 $ 444,504 $ 3347000 $ 507000 $ 630 100 3,000 17000 ----------- ----------- ----------- ----------- $ 223,111 $ 444,504 $ 337,100 $ 517000 ----------- ----------- ----------- ----------- $ 220,050 $ $ $ $ $ 220,050 $ 5,013,727 $ 171,456 $ $ $ 205,000 337,027 ----------- ----------- ----------- ----------- $ 5,018,727 $ 171,456 $ 205,000 $ 337,027 ----------- ----------- ----------- ----------- $ 5,461,838 $ 615,960 $ 27389,364 $ 37545,286 -------------------------------------------- -------------------------------------------- BUDGET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION DEPARTMENT I DIVISION 1984-85 CLASSIFICATIONS I ACTUAL GENERAL OPERATIONS CONTRACTUAL SUNDRY CHARGES TOTAL CURRENT EXPENSE PROJECTS TOTAL EXPENDITURES 1 BUDGET PROPOSED DEPT. NBR. BUDGET ADOPTED ADOPTED REVISION PROPOSED $ 64 $ $ $ 208,789 615,960 364,364 29,588 25,000 ----------- $ 238,441 ----------- ----------- $ 615,960 ----------- ----------- $ 389,364 ----------- $ 290 $ $ 2,000,000 $ 3,545,286 $ 233,731 $ 615,960 $ 2,389,364 $ 3,545,286 DEPT. NBR. BUDGET ADOPTED CURRENT REVENUE BY FUND AND S 0 U R C E 1934-35 198b-86 BUDGET 1936-87 -------------------- PROPO _QED ---------- FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED MAUSOLEUM PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ 97250 $ $ 10,458 $ SOURCE TOTAL ----------- $ 9,250 ----------- $ 10,458 USE OF MONEY AND PROPERTY INTEREST ON INVESTMENT INTEREST ON WEEKEND INVES SOURCE TOTAL FUND TOTAL $ 31299 $ 1,000 $ 2,000 $ 2,000 $ 7 50 50 ----------- ----------- ----------- ----------- $ 37306 $ 17000 $ 2,050 $ 2,050 ----------- --------------------------------- $ 3,306 $ 10,250 $ 2,050 $ 12,503 -------------------------------------------- -------------------------------------------- BUDGET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT DIVISION DEPT. NSR. i ItiOLEIJM MAUSOLEUM 79 1984-85 CLASSIFICATIONS ACTUAL 1985-86 BUDGET 1986-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED RRENT EXPENSES CONTRACTUAL $ 86 $ 10,250 $ 11008 $ 12,508 TOTAL CURRENT EXPENSE ----------- $ 86 ----------- $ 10,250 ----------- $ 11008 ----------- $ 12,508 TOTAL EXPENDITURES 1$====___ =1161$__===10,2501$===_==1_00.'1$=====12,508 CURRENT REVENUE BY FUND AND S O U R C E 1984-85 1985-86 BUDGET 19:6-87 BUDGET -------------------- -------------------- PROPOSED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED ADOPTED SPECIAL ASSESSMENTS PRIOR YEARS REVENUE PRIOR YEARS REVENUE SOURCE TOTAL SPECIAL ASSESSMENTS STREET TAX ASSESSMENTS PRIOR ASSESSMENTS SOURCE TOTAL USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS INTEREST ON WEEKEND INVES INTEREST ON SPECIAL ASSESS SOURCE TOTAL REVENUE FROM OTHER AGENCYS TRANSFER FROM MFT SOURCE TOTAL FUND 'TOTAL $ 72,229 $ 58,500 $ 2,337 52, 000 ----------------- - 74,566 $ 110,500 $ ----------------- - 2,796 $ $ 155 13,116 10,000 ----------------- - 21,067 $ 10,000 $ 12,000 $ 104,450 $ 52,000 50,000 ------ ----------- 64,000 $ 1047450 ------ ----------- 3, 000 $ $ tip 50 91500 41000 ------ ----------- 12, 5t'�0 $ 81 050 ----------------- $ $ $ 50,000 $ 50,000 $ ----------- $ ----------- 50,000 ----------- $ ----------- 507000 $ 95,633 $ 120,500 $ 126,5tf0 $ 212,500 TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT DIVISION DEPT. NBR. ECIAL ASSESSMENTS SPECIAL ASSESSMENTS 8' 1984-85 CLASSIFICATIONS ACTUAL 1985-86 BUDGET 1936-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED RRENT EXPENSES CONTRACTUAL $ 52,500 $ 120,500 $ 120,500 $ 120,500 TOTAL CURRENT EXPENSE $ 52,500 $ 120,500 $ 120,500 $ 120,500 PROJECTS $ 23,164 $ $ $ 92,000 TRANSFERS TOTAL EXPENLIIT'URES $ 75,664 $ 120,500 $ 120,500 $ 212,500 C U R R E N r REVENUE BY FUND AND S 0 U R C E 1954-85 1981.-86 BUDGET 1986 -87 -------------------- ------- PROPOSED FUND AND SOURCE AcrUAL ADOPTED REVISION PROPOSED --------------- ------ ------- -------- -------- DEPT SERVICE PROPERTY TAXES REAL ESTATE TAX PERSONAL PROPERTY 'TAX RAILROAD & UTILITIES TAX DELINQUENT TAX SOURCE TOTAL REVENUE FROM OTHER AGENCYS TRANS FROM CONY/TOURISM SOURCE TOTAL FUND TOTAL $ $ $ $ 158,000 $ 25,510 10,000 $ 193,510 $ $ $ 252,330 $ 420,000 $ ---------------------- $ 252,330 $ 420,000 $ 252,330 $ 613,510 ----------- ----------- ----------- ----------- GRAND TOTAL OF ALL FUNDS $19,296,179 $18,709,482 $20,032,665 $24,190,496 -------------------------------------------- -------------------------------------------- BUDGET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND I DEPARTMENT DIVISION 1984-85 CLASSIFICATIONS ACTUAL CONTRACTUAL I$ BUDGET 1986-87 BUDGET PROPOSED REVISION PROPOSED ADOPTEC 252,330 $ 613,510 TOTAL EXPENDITURESI 1 1$....252,3301$----613_510 CURRENT REVENUE BY FUND AND S O U R C E 1954-85 1985-86 BUDGET 1956 -37 --------- -------------------- PROPOSED FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION PROPOSED -------- -------- 65 AIRPORT PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ $ 225,257 $ SOURCE TOTAL $ 225,257 PROPERTY TAXES REAL ESTATE $ 48,563 $ 47,607 $ 400 $ PERSONAL PROPERTY 7,040 7,17ti PROPERTY SURTAX ON BUSINES 6,419 6,573 RAILROAD UTILITIES 6,332 7,105 DELINQUENT ----------- 11630 ----------- 1.300 11000 ----------- SOURCE TOTAL $ ----------- 70,489 $ ----------- 69,760 $ 1,400 ----------- USE OF MONEY AND PROPERTY INTEREST ON INVESTMENT $ 22,378 $ 18,000 $ 17,333 $ INTEREST ON WEEKEND INVEST 166 240 100 ----------- SOURCE TOTAL ----------- $ ----------- 227544 ----------- $ ----------- 18,240 $ 17,4:3 ----------- FUND TOTAL $ 93,033 $ 88,000 $ 244,090 $ BUDGET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT DIVISION DEPT. NBR. AIRPORT 65 AIRPORT 77 1934-35 CLASSIFICATIONS ACTUAL 1935-86 BUDGET 1986-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED RRENT EXPENSES CONTRACTUAL $ 35,332 $ 38,000 $ 88,090 $ TOTAL CURRENT EXPENSE $ 85,832 $ 33,000 $ 83,090 TRANSFERS $ $ $ 156,000 TOTAL EXPENDITURES $ 35,832 $ 33,000 $ 244,090 BUDGET HIGHLIGHTS ACTIVITIES: The City Council participates in the provision of services in conjunction with other governmental units. Special Business District - financed by separate tax levy and a City Council appointed board makes recommendations for the expenditure of the revenues within the district. Library Funds - The City serves in a fiduciary relationship in the direction and the management of the municipal library. The Library Board is appointed by the City Council but has some independent authority. The City extends a wide range of services to the Library and it is an integral part of the overall City government. PROGRAM/SERVICES: The Special Business District will continue to utilize its revenues to provide for improvements to the public rights of way within the downtown district. This will include a continued improvement of the lighting and crosswalk areas in accordance with the adopted master plan. The Library will be implementing a major computer based automation program which will increase productivity and provide greater ease of access by the public. CURRENT REVENUE BY FUND AND S 0 U R C E 1984-85 1985-86 BUDGET 19:36 -87 -------------------- ------- PROPOSED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED --------------- ------ ------- -------- -------- SPECIAL BUSINESS DISTRICT PRIOR YEARS REVENUE PRIOR YEARS REVENUE SOURCE TOTAL PROPERTY TAXES REAL ESTATE SOURCE TOTAL USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS INTEREST ON WEEKEND INVES SOURCE TOTAL FEES AND SERVICE CHARGES DONATIONS SOURCE TOTAL FUND 'TOTAL $ $ 147000 $ $ 2,000 $ ----------- $ ----------- 14,000 ----------- $ ----------- 2+000 $ 11,513 $ 11,675 $ 15,200 $ ----------- 15,600 $ ----------- $ 11,513 ----------- ----------- $ ----------- 11,675 ----------- $ ----------- 1ti,200 $ ----------- 15,600 $ 1,232 $ 475 $ S00 $ 500 $ 7 ----------- ----------- 50 ----------- 50 ----------- $ 1,239 ----------- $ ----------- 475 $ ----------- 050 $ ----------- 550 $ $ $ ----------- 117000 $ ----------- 13,000 $ $ ----------- 11,000 $ ----------- 13,000 $ 12,752 $ 26,150 $ 27,050 $ 31,150 BUDi SET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT DIVISION DEPT. NBR. SPECIAL BUSINESS DISTRICT SPECIAL BUSINESS DISTRICT SPECIAL BUSINESS DISTRICT I 73 1934-85 CLASSIFICATIONS ACTUAL 1935-86 BUDGET 1956-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES SUNDRY CHARGES $ 144 $ 150 $ 150 $ 150 TOTAL CURRENT EXPENSE ----------- $ 144 ----------- ----------- $ 150 ----------- ----------- $ 150 ----------- ----------- $ 150 ----------- CAPITAL OUTLAYS $ 91600 $ 11000 $ 25,570 $ 11000 TRANSFERS 25,000 301000 TOTAL EXPENDITURES $ 9,744 $ 26,150 $ 25,720 $ 31,150 CURRENT REVENUE BY FUND AND S 0 U R C E 1984-85 1985-86 BUDGET 1986-87 BUDGET -------------------- -------------------- PROPOSED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED ADOPTED --------------- ------ ------- -------- -------- ------- LIBRARY PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ 10,959 $ $ 27,000 $ ----------- ----------- SOURCE TOTAL. $ 10,959 $ 27,000 ----------- ----------- PROPERTY TAXES REAL ESTATE $ 190,367 $ 218,864 $ 204,000 $ 215,550 $ PERSONAL PROPERTY 27,639 29,818 40,000 41,200 RAILROAD UTILITIES 27,325 11,596 26,000 18,000 DELINQUENT 5,789 6,000 6,000 6,200 ----------- ----------- ----------- ----------- SOURCE TOTAL $ 251,123 $ 266,278 $ 276,000 $ 280,950 ----------- ----------- ----------- ----------- FINES & FORFEITURES BOOK FINES $ 8,828 $ 77200 $ 7,000 $ 7,000 $ ----------- ----------- ----------- ----------- SOURCE TOTAL $ 8,828 $ 7,200 $ 7,000 $ 7,000 ----------- ----------- ----------- ----------- USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS $ 10,728 $ 10,000 $ 7,000 $ 7,000 $ INTEREST ON WEEKEND INVES 452 400 200 ----------- ----------- ----------- ----------- SOURCE TOTAL $ 11,180 $ 10,000 $ 7,400 $ 7,200 ----------- ----------- ----------- ----------- FEES AND SERVICE CHARGES MISCELLANEOUS $ 6,389 $ 4,130 $ 5,000 $ 8,490 $ - ----------- ----------- ----------- ----------- SOURCE TOTAL $ 67389 $ 4,130 $ 5,000 $ 8,490 ----------- ----------- ----------- ----------- REVENUE FROM OTHER AGENCYS PROPERTY SURTX ON BUSINESS $ 25,674 $ 26,613 $ 12,600 $ 12,600 $ CITY -DATA PROCESSING LOAN 75,000 STATE -LIBRARY AID 13,125 13,000 13,000 13,500 ----------- ----------- ----------- ----------- SOURCE TOTAL $ 38,799 $ 39,613 $ 25,600 $ 101,100 ----------- ----------- ----------- ----------- FUND TOTAL $ 316,319 $ 338,180 $ 321,000 $ 431,740 -------------------------------------------- -------------------------------------------- CURRENT REVENUE BY FUND AND S O U R C E 1934-8ti 1985-86 BUDGET 1986-87 PROPO'_ ED FUND AND SOURCE --------------- ACTUAL ------ ADOPTED ------- REVISION -------- PROPOSED -------- LIBRARY EQUIPMENT PRIOR YEARS REVENUE PRIOR YEARS REVENUE $ $ 22,000 $ $ ----------- 21,390 $ SOURCE TOTAL ----------- $ ----------- 22,000 $ ----------- 21,390 USE OF MONEY AND PROPERTY INTEREST ON INVESTMENTS $ 1,365 $ 11000 $ 11000 $ INTEREST ON WEEKEND INVES ----------- 84 5 ----------- ----------- SOURCE TOTAL $ ----------- 1,449 .$ 11005 ----------- $ ----------- 11000 FEES AND SERVICE CHARGES GIFT CONTRIBUTIONS $ ----------- 50 $ $ 50 ----------- $ ----------- 50 $ SOURCE TOTAL $ ----------- 50 $ 50 ----------- $ ----------- 50 REVENUE FROM OTHER AGENCYS TRANSFER FROM LIBRARY BLDG $ $ $ 47491 $ $ SOURCE 'TOTAL $ 4,491 FUND TOTAL $ 1,499 $ 22,000 $ 5,546 $ 22,440 BUDGET ADOPTED CURRENT REVENUE BY FUND AND SOURCE 1934-85 1935-36 BUDGET 1986 -37 -------------------- ------- PROPOSED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED --------------- LIBRARY GIFTS & MEMORIALS PRIOR YEARS REVENUE PRIOR YEARS REVENUE SOURCE TOTAL USE OF MONEY AND PROPERTY INTEREST ON INVESTMENT INTEREST ON WEEKEND INVES SOURCE TOTAL FEES AND SERVICE CHARGES GIFTS AND MEMORIALS SOURCE TOTAL FUND TOTAL $ $ 2,000 $ $ 7,000 $ ----------- $ ----------- 2,000 ----------- $ ----------- 7,000 360 $ $ 300 $ 100 $ 13 ----------- ----------- 50 ----------- 150 $ 373 ----------- $ ----------- 850 $ ----------- 150 $ 10,561 $ $ ----------- 117750 $ $ ----------- $ 10,561 ----------- $ ----------- 11,750 $ 10,934 ----------- ----------- $ ----------- ----------- 27000 $ ----------- ----------- 127600 $ ----------- ----------- 7,150 BUDGET ADOPTED CURRENT REVENUE BY FUND AND S O U R C E 1934-35 1985-86 BUDGET 1986-87 PROPO'= ED FUND AND SOURCE ACTUAL ADOPTED REVISION PROPOSED --------------- ------ ------- -------- -------- LIBRARY BUILDING PRIOR YEARS REVENUE PRIOR YEARS REVENUE SOURCE TOTAL USE OF MONEY AND PROPERTY INTEREST INTEREST ON WEEKEND INVES SOURCE TOTAL FUND TOTAL $ $ 30,000 $ 77,911 $ ---------------------- $ 30,000 $ 77,911 ----------- ----------- $ 9,333 $ $ 4,000 $ 210 50 ----------- ----------- $ 91593 $ 4,050 ---------------------- $ 9,593 $ 80,000 $ 81,961 $ BUDGET ADOPTED TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION DEPARTMENT I DIVISION DEPT. CLASSIFICATIONS 1984-85 ACTUAL 1985-86 BUDGET 1986-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES SALARIES $ 182,570 $ 209,700 $ 201,040 205,680 GENERAL OPERATIONS 14,929 16,300 16,300 31,700 CONTRACTUAL 47,161 44,500 44,500 48,100 SUNDRY CHARGES 11000 2,850 2,850 2,850 TOTAL CURRENT EXPENSE ----------- $ 245,660 ----------- ----------- $ 273,350 ----------- ----------- $ 264,690 ----------- ----------- $ 283,330 ----------- CAPITAL OUTLAYS $ 587526 $ 64,830 $ 64,830 $ 144,000 TRANSFERS TOTAL EXPENDITURES $ 3047186 $ 333,180 $ 329,520 ---- $432,330 TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT DIVISION DEPT. NBA. L_IPRARY EOUIPMENT LIBRARY EQUIPMENT 7, 75 1454-85 CLASSIFICATIONS ACTUAL 1985-86 BUDGET 1456-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED GENERAL OPERATION} $ $ $ 27,000 TOTAL CURRENT EXPENSE $ 27,000 PROJECTS $ $ 22,000 $ $ TOTAL EXPENDITURES $ 22,000 $ 27,000 TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT I DIVISION DEPT. NBR. LIBRARY GIFTS & MEMORIALS LIBRARY GIFTS & MEMORIALS 76 1984-85 CLASSIFICATIONS ACTUAL 1985-86 BUDGET 1986-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES SUNDRY CHARGES $ 400 $ $ TOTAL CURRENT EXPENSE $ 400 CAPITAL OUTLAY $ 8,038 $ 2,000 $ 7,923 $ 2,000 TOTAL EXPENDITURES $ 8,438 $ 27000 $ 7,928 $ 2,000 TOTAL EXPENDITURES BY CHARACTER AND MAJOR OBJECT CLASSIFICATION FUND DEPARTMENT DIVISION DEPT. NBR. LIBRARY BUILDING LIBRARY BUILDING_ 75 1984-c_ CLASSIFICATIONS ACTUAL 1985-36• BUDGET 1986-87 BUDGET PROPOSED ADOPTED REVISION PROPOSED ADOPTED CURRENT EXPENSES CONTRACTUAL $ 84,025 $ 80,000 $ 5,044 $ TOTAL CURRENT EXPENSE ----------- $ 84,025 ----------- ----------- $ 80,000 ----------- ----------- $ 5,044 ----------- CAPITAL OUTLAYS $ $ $ 73,550 $ TRANSFERS 4,491 TOTAL EXPENDITURES $ 84,025 $ 80,000 $ 83,045 POPULATION DESCRIPTION % Chan:* Indicator 281 PoPulaticn 1. PoPul.tion + 50 • + + P + P. P• • P. + P. P• • • + P.. P• • + P. P. + a.. a..a + 0 • a.. a� ♦ + + + + + 50 r years 1979 1984 1969 1994 MATHEMATICAL FORMULATION: Population The exact relationship between population changes and other economic and demographic factors has not yet been made clear. However, the evidence seems to indicate that changes in population can have a direct effect on city revenues because many taxes are collected on a per capita basis, because many intergovernmental revenues and grants are distributed according to population, and because population level appears to be at least indirectly related to such issues as employment, income, and property value. A sudden increase in population can create immediate pressures for new capital outlays on infrastructure and for higher levels of service. In the case of annexations where the capital infrastructure is already in place, there may still be a need to expand operating programs. A decline in population would, at first glance, appear to relieve the pressure for expenditures because there is less population to service. In reality, however, a city faced with a declining population is rarely able to reduce expenditures in the same 'proportion as it is losing population. First, many of a city's costs, such as debt service, pensions, and governmental mandates, are fixed and cannot be reduced at all in the short run. Second, if the outmigration is composed of middle- and upper-income households, then the city is left with a more expensive type of population to service— the poor and the aged—who depend the most on government services. In addition, because of the interrelationship between population levels and other economic and demographic factors, a decline in population tends to have a cumulative negative effect on city revenues—the further the decline, the more adverse the effect on employment, income, housing, and business activity. REVENUES PER CAPITA 9 change Indicator is Ravanua■ Par Capita 4. Not Constant Dollar + 20 • DPar. Rev. Par Capita + a + • .P.. P.. P. P..P 0 • a a .. P. P. P. P.. P. + ..... a... + + a + a + + + 20 ___w__r__w_-w__w__►__•__w__w__,r__w__w__w__•__w__r__•__w__w-_► yaar•a 3979 1984 1999 1994 MATHEMATICAL FORMULATION: Net Operating Revenues (Constant Dollars) Population DESCRIPTION Examining per capita revenue shows how revenues are changing relative to changes in the level of population. As population increases, it might be expected that the need for services would increase proportionately, and, therefore, the level of per capita revenues should remain at least constant in real terms. If per capita revenues are decreasing, it could be expected that the city will be unable to maintain existing service levels unless it were to find new revenue sources or ways to save money. This reasoning assumes that the cost of services is directly related to population level. When analyzing revenues, officials should develop trend lines for both (1) total revenues per capita and (2) any individual revenue which makes up 5 percent or more of total revenues. Examples of these would be property tax, sales tax, business licenses, transient occupancy taxes, fines, and user fees. Within the typical city's accounting records, these revenues may be segregated into their own fund or grouped within a larger fund such as a general or a special revenue fund. Accordingly, each fund should be broken down into its component revenues so that the revenues may be examined individually. If the city organizes its revenues into specific groups, such as restricted, unrestricted, or self-supporting revenues, then these groups can also be used as a supplemental focus of analysis. INTER- GOVERNMENTAL REVENUES % change Indicator 31 Intergovernmental Revenues 3. Intgv. Oper. Rev. " + 50 • % of Gross Oper. Rev. a + a + + ......... + a P.. P.. P. . + a P.. P. P. - a a P. P.. P. . P - 50 ___•__�__r__r--•__•__►__r__r__r__r__r__r__•__:__r__•__r-_•__• years 1979 1984 1989 1994 MATHEMATICAL FORMULATION: Intergovernmental Operating Revenues Gross Operating Revenues DESCRIPTION Intergovernmental revenues are any revenues received from another governmental entity. They are important to analyze because an overdependence on intergovernmental revenues can have an adverse impact on financial condition. The conditions or "strings" that the external source attaches to these revenues may prove too costly, especially if these conditions are changed in the future after the city has developed a dependence on the program. An example is the audit requirement that has been added to the use of general revenue sharing. In addition, the external source may withdraw the funds and leave the city with the dilemma of cutting programs or paying for them out of the general fund. This occurred with the federal countercyclical grants of the 1970s. Nevertheless, a municipality might want to maximize its use of intergovernmental revenues consistent with its service priorities and financial condition. For example, a city might want to maximize intergovernmental revenues to finance a mandated service, or to fund a one-time capital project. The overriding concern in analyzing intergovernmental revenues is to determine whether the city is controlling its use of the external revenues or whether these revenues are controlling the city. E LASTI C TAX REVENUES X change Indicator 41 Elastic Tax Revenues 3. Elastic Oper. Rev. as ♦ Is • 9 of Net OPer. Revenue • a P.•P.. P. . P..P ♦ a •........ P. P. P.. P.. P.. . .................. . a a 0 • • . a a - 10 years 1979 1984 1989 1994 MATHEMATICAL FORMULATION: DESCRIPTION Elastic Operating Revenues Net Operating Revenues Elastic revenues are ones whose yields are highly responsive to changes in the economic base and inflation. As economic base and inflation go up, elastic revenues would go up in roughly the same proportion and vice versa. A good example is a sales tax, which during good economic times increases along with the increase in retail business and declines during poor times. Inelastic revenues, such as fixed license fees or user charges, are ones whose yields are relatively unresponsive to changes in economic conditions. The yields from these revenues usually lag behind economic growth and inflation because local legislatures are often reluctant to increase them each year. Property tax can also be inelastic, especially in periods of economic growth, if properties are not reassessed frequently. It is to a city's advantage to have a balance between elastic and inelastic revenues so that it would fare reasonably well with either a decrease or increase in tax base or inflation. During inflation, it is to a city's advantage to have a high percentage of elastic revenues. This is because inflation pushes up the city's revenue yield along with the increase in the prices the city must pay. As the percentage of elastic revenues declines, the city becomes more vulnerable in periods of inflation because the inflation is pushing up the price of services but not the yields of new revenues. The reverse is also true, but significant deflation has seldom occurred in recent years. During a recession it would be to a city's advantage to have a high percentage of revenues which were inelastic in respect to tax base. This would insulate it to some degree from the reduced yield it may receive during a recession from, for example, a retail sales tax. PROPERTY TAX REVENUES % change Indicator 6a Property Tar Revenues 3. Property Tar Revenues + 20 • in CPI Base Year s + + + a a ........... + a a ........... a P••P••P••P• + • P. P. P. + P. P. P + a + a 20 years 1979 19a4 1969 1994 MATHEMATICAL FORMULATION: Property Tax Revenues (Constant Dollars) DESCRIPTION Property tax is an important revenue to consider individually because most cities are heavily reliant on it. A decline or diminished growth in property taxes can result from a number of causes. First, it may reflect an overall decline in the city's property values resulting from age, a decline in economic health, or a decline in population. Second, it might result from an inability of property owners to pay, also due to economic decline. Third, it might be a result of inefficient assessment or appraisal practices. Fourth, a decline could result from an unwillingness of property owners to pay because delinquency penalties are less than the short -run interest rates and nonpayment becomes an economical way for private individuals and businesses to borrow money. UNCOLLECTED PROPERTY TAXES 9 eha-ae Indicator 7v Uncollect.d Property Tax.. S. Uneollctd P—P.rty Taw + IN w a■ 7c Not PrP. Tax L—y a + .. a. . ..... + a ..... + .. P. + P... P. + a .P... + P.. P. . + P... lee ♦ P .P -__w----#_-w--w--w--w--w--w--w--w--w--w--w--w--w--w--w--�--a year. 1979 1984 1999 1994 MATHEMATICAL FORMULATION: Uncollected Property Taxes Net Property Tax Levy DESCRIPTION Every year, a certain percentage of property taxes go uncollected because property owners are unable to pay them. As this percentage increases over time, it may be an indication of overall decline in the city's economic health. This has occurred in a number of northeastern communities that are especially sensitive to property tax collection because the property tax makes up an extremely large portion of their revenues. CREDIT INDUSTRY BENCHMARKS Credit rating firms consider that a city will normally be unable to collect about 2 or 3 percent of its property taxes each year. If uncollected property taxes rise to more than about 5 to 8 percent, rating firms consider this a negative factor because it signals potential problems in the stability of the pro Qerty tax base. Rating firms also consider it a negative factor if the rate of delinquency rises for twoxonsecutive years. EMPLOYEES PER CAPITA WARNING TREND: increasing number of municipal employees per capita x u % change Indicator lit Employees Per Capita 3. Number of Municipal + l0 a ■es Ea to + p y per Capita + 0 + • p + • . P. P.. P.. P. P.. P.. P.. + ........ a..... a.. P.. P. + a + a - 30 • years 1900 1985 1990 1995 MATHEMATICAL FORMULATION: Number of Municipal Employees Population DESCRIPTION Because personnel costs are a major portion of a city's operating budget, plotting changes in the number of employees per capita is another way to measure changes in expenditures. An increase in employees per capita might indicate that expenditures are rising faster than revenues, that the city is becoming more labor intensive, or that personnel productivity is declining. In reviewing changes in employees per capita, the city must decide whether to include employees hired under federal public service employment programs. Theoretically, such employees can be readily terminated if the funding source is withdrawn. However, this may be difficult because in many departments managers use federally subsidized workers to replace workers who could not continue to be funded from local revenues. In addition, services provided by federally funded workers may have created an expectation that service will continue and, therefore, become difficult to cut. This indicator can be developed in two ways: one showing only full-time permanent personnel and one showing total personnel including part-time and grant -funded positions. OPERATING DEFICITS % change Indicator 14, Oparatinp Daficita 3. G.naral Fund Opar.Daf. + l00 • as % of Not Op.r. Rev. + + + + 0 . a + • a a + a + .......... a.... + .... P.. p.. P... + a a a p.. P.. p.. P.. P.. . + a t P.. p 100 • year. 1979 1984 1989 1994 MATHEMATICAL FORMULATION. DESCRIPTION General Fund Operating Deficit Net Operating Revenues An operating deficit occurs when current expenditures exceed current revenues. This does not necessarily mean the budget will be out of balance ("budget deficit") because reserves ("fund balances") from prior years can be used to cover the difference. It does mean that, at least during the current year, the city is spending more than it receives..This can occur because of an emergency such as a natural catastrophe that requires a large immediate outlay. Or it can occur as a result of a conscious policy to use periodically surplus fund balances that have accumulated over a past year. The existence of an operating deficit in any one year may not be cause for concern, but frequent and increasing deficits can indicate that current revenues are not supporting current expenditures and serious problems may lie ahead. Operating deficits are not always easy to spot through budgetary analysis because they can be temporarily financed by short -teem loans or by an accounting transaction that, for example, unjustifiably accrues revenues from a future period or transfers surplus fund balances from another fund. When looking for operating deficits, an analyst should consider each fund separately so that a surplus in one fund will not hide a deficit in another. Analyzing funds separately will also help to pinpoint emerging problems. GENERAL FUND BALANCES % change Indicator Me General Fund Balances + 300 a + a .... P.. P.. + a. ... a 0 a a a. .... a.. a. + + + years 1979 1904 1989 Unrestricted Fund MATHEMATICAL FORMULATION: Balance of General Fund Net Operating Revenues DESCRIPTION 3. Unrestrict.Fund Gal of G. -Fund %NetOper. Rev. P.. P.. P. . 1994 P• Fund balances can also be thought of as a reserve, although the entry on a city's annual report labeled "fund balance" is not always synonymous with "available for appropriation." The report may show subsidiary accounts that are encumbrances on the fund balance, such as "Reserve for Prior Year's Unexpended Appropriations." The level of a city's fund balances may determine its ability to withstand unexpected financial emergencies, such as may result from natural disasters, revenue shortfalls, or steep rises in inflation. It also may determine a city's ability to accumulate funds for large-scale purchases, such as fire trucks, without having to borrow. In states that allow it, cities usually try to operate each year at a small surplus in order to maintain positive fund balances and, thus, maintain adequate reserves. Nonspecific or general reserves are usually carried on the city books as "fund balance" in the general operating fund. Sometimes special reserves are maintained in a separate fund. For example, reserves for equipment replacements are often kept in "fund balance" in the internal service fund, which is used to charge the operating departments for the use of the equipment. Reserves can also be appropriated as a budget item in some form of contingency account. Regardless of the way in which reserves are recorded, an unplanned decline can mean that the city will not be able to meet a future need. Analysts should examine each individual fund in which reserves are established. LEVEL OF CAPITAL OUTLAY 7t change Indicator E6i Leval of Capital Outlay 3. CaPltal outlay. as 300 r % Nat 0pr. EMpendit. , , .............. , a . P.. P. P.. . , P.. P.. P.. P.. P• • P.. P , , , , SQ0 a years 1979 1984 1989 1994 MATHEMATICAL FORMULATION: Capital Outlays From Operating Funds Net Operating Expenditures DESCRIPTION The expenditure for operating equipment, such as trucks or typewriters, purchased from the operating budget is usually referred to as capital outlay.. It normally includes equipment that will last longer than one year and whose initial cost is above a significant minimum amount, such as one hundred dollars. Capital outlay does not include capital budget expenditures for construction of capital facilities, such as streets, buildings, or bridges. The purpose of capital outlay in the operating budget is to replace worn equipment or add new equipment. The level of capital outlay is a rough indicator of whether or not the stock of equipment is being maintained in good condition. This, however, does not account for the adequacy of routine maintenance and repair. Over a number of years, the relationship between capital outlay and operating expenditures is likely to remain about the same. If this indicator is computed on a departmental or functional basis (e.g., park maintenance or street repair), it can focus the analysis on specific programs and the type of equipment related to those programs. If this ratio is declining in the short run of one to three years, it could mean that the city's needs have temporarily been satisfied, because most equipment lasts more than one year. If the decline persists over three or more years, it can be an indicator that capital outlay needs are being deferred, resulting in the use of obsolete and inefficient equipment and the creation of a future unfunded liability. If a major portion of a city's equipment purchases, such as its vehicle fleet, is purchased through an internal service, enterprise, or capital projects fund, then a separate analysis should be made, perhaps in conjunction with Indicator 25, Maintenance Effort. ANALYSIS OF TAX RAPE FISCAL GENERAL LIBRARY HEALTH 65 PARK & TOTAL YEAR •--------------------------------------------------------------------------------- FUND FUND FUND AIRPORT RECREATION LEVY 1963-64 $ .87 $.13 $.07 $.06 $.17 $1.30 1964-65 .87 .14 .06 .06 .17 1.30 1965-66 .87 .20 .06 .19 .17 1.30 1966-67 .87 .20 .06 .19 .17 1.49 1967-68 .87 .20 .06 .19 .13 1.45 1968-69 .96 .20 .06 .19 1.41 1969-70 .96 .20 .06 .19 1.41 1970-71 .50 .20 .06 .19 .95 1971-72 .50 .20 .06 .09 .85 1972-73 .50 .20 .06 .09 .85 1973-74 .50 .20 .06 .03 .84 1974-75 .44 .18 .05 .07 .74 1975-76 .44 .20 .05 .07 .76 1976-77 .43 .20 .06 .05 .74 1977-78 .42 .20 .07 .05 .74 1978-79 .42 .20 .07 .05 .74 1979-80 .42 .20 .07 .05 .74 1980-81 .42 .20 .07 .05 .74 1981-82 .42 .20 .05 .05 .72 1982-83 .42 .20 .05 .Of. .72 1983-84 .42 .20 .05 .05 .72 1984-85 .42 .20 .05 .05 .72 1985-86 .30 .14 .04 .48 ASSESSED VALUE OF TAXABLE PROPERTY ------------------------------------------------------------------------------------------ FISCAL REAL PERSONAL MERCHANTS & R. R. &< GRAND YEAR ------------------------------------------------------------------------------------------ ESTATE PROPERTY MANUFACTURING UTILITIES TOTAL 1964-65 $32,223,860 $ 6,202,220 $3,505,020 $1,392,456 $ 43,323,556 1965-66 34,412,340 6.649,080 3,640,340 1,505,642 46,207,402 1966-67 35,604,340 7,332,440 3,715,960 1,753,515 4'3,406,255 1967-68 38,355,900 8,082,200 3,832,540 2,031,867 52,302,507 1968-69 42,186,000 8.237,220 4,198,530 2,224,729 567846,529 1969-70 43,981,400 8,668,680 4,102,600 2,441,012 59,193,692 1970-71 45,439,880 8,8637100 4.274,420 2,626,754 61,204,154 1971-72 47,000,480 9,786,720 4,345,800 2,783,860 63,916,860 1972-73 50,059,300 9,764,440 4,619,500 2,930,205 67,373,485 1973-74 54,712,920 10,6-'•6,700 5,286,160 311107970 73,796,750 1974-75 63,400,200 11, 56,920 5,874,980 3,474,335 84,506,435 1975,76 65,330,200 11,923,720 6,057,040 4,068,333 87,379,293 1976-77 68,833,290 11,810,410 6,305,540 4,235,363 91,2347603 1977-78 73,046,700 10,338,290 6,491,940 4,340,871 94,217,801 1978-79 78,801,900 12,395,315 6,679,400 5,006 •08 102,882,923 .1979-80 80,342,400 13,123,035 6,684,900 4,800,684 105,031,019 1980-81 847762,810 13,660,940 6,651,520 5,412,522 111,487,792 1981-82 98,001,550 13,749.508 6,764,940 5,330,614 123,846.612 1982-83 98,615,210 13,389,800 12,915,080 5,421,885 130,341,975 1983-84 100,419,370 14,837,940 12.608,280 4,198,382 132,063,972 1984-85 99,992,640 13,586,410 13,048,370 13,844,701 140.472,121 1985-86 156,607,540 28,6287085 19,026,515 204.262,140 Fiscal Year 11-1-86 5-1-87 11-1-87 5-1-88 11-1-88 5-1-89 11-1-89 5-1-90 11-1-90 5-1-91 11-1-91 5-1-92 11-1-92 5-1-93 11-1-93 5-1-94 11-1-94 5-1-95 11-1-95 5-1-96 11-1-96 5-1-97 11-1-97 5-1-98 11-1-98 5-1-99 11-1-99 5-1-00 11-1-00 5-1-01 11-1-01 5-1-02 11-1-02 5-1-03 11-1-03 5-1-04 11-1-04 DEBT SERVICE SCHEDULE OF REQUIREMENT MULTI-PURPOSE BUILDING GENERAL OBLIGATION BONDS TOTAL ISSUE $5,000,000 Bonds Outstanding $4,780,000.00 4,780,000.00 4,660,000.00 4,660,000.00 4,530,000.00 4,530,000.00 4,390,000.00 4,390,000.00 4,240,000.00 4,240,000.00 4,080,000.00 4,080,000.00 3,905,000.00 3,905,000.00 3,715,000.00 3,715,000.00 3,510,000.00 3,510,000.00 3,285,000.00 3,285,000.00 3,040,000.00 3,040,000.00 2,775,000.00 2,775,000.00 2,485,000.00 2,485,000.00 2,165,000.00 2,165,000.00 1,815,000.00 1,815,000.00 1,430,000.00 1,430,000.00 11000,000.00 11000,000.00 525,000.00 525,000.00 Principal Reguired $115,000.00 120,000.00 130,000.00 140,000.00 150,000.00 160,000.00 175,000.00 190,000.00 205,000.00 225,000.00 245,000.00 265,000.00 290,000.00 320,000.00 350,000.00 385,000.00 430,000.00 475,000.00 525,000.00 Interest Required $252,330.00 245,430.00 245,430.00 238,230.00 238,230.00 230,430.00 230,430.00 222,030.00 222,030.00 213,030.00 213,030.00 203,430.00 203,430.00 192,930.00 192,930.00 184,142.50 184,142.50 174,917.50 174,917.50 164,567.50 164,567.50 153,052.50 153,052.50 140,332.50 140,332.50 126,122.50 126,122.50 110,122.50 110,122.50 92,622.50 92,622.50 73,180.00 73,180.00 51,250.00 51,250.00 26,906.25 26,906.25 Total Required $367,330.00 245,430.00 365,430.00- 238,230.00- 368,230.00 65,430.00238,230.00- 368,230.00 230,430.00 370,430.00 222,030.00 372,030.00 213,030.00 373,030.00 203,430.00 378,430.00 192,930.00 382,930.00 184,142.50 389,142.50 174,917.50 399,917.50 164,567.50 409,567.50 153,052.50 418,052.50 140,332.50 430,332.50 126,122.50 446,122.50 110,122.50 460,122.50 92,622.50 477,622.50 73,180.00 503,180.00 51,250.00 526,250.00 26,906.25 551,906.25 DEBT SERVICE SCHEDULE OF REQUIREMENT SEWER SYSTEM IMPROVEMENT BONDS TOTAL ISSUE $1,400,000 Fiscal Bonds Principal Interest Year Outstanding Required Required 9-1-86 3-1-87 9-1-87 3-1-88 9-1-88 3-1-89 9-1-89 3-1-90 9-1-90 3-1-91 9-1-91 3-1-92 9-1-92 3-1-93 9-1-93 3-1-94 9-1-94 3-1-95 9-1-95 3-1-96 9-1-96 3-1-97 9-1-97 3-1-98 9-1-98 3-1-99 9-1-99 3-1-00 9-1-00' 3-1-01 9-1-01 3-1-02 9-1-02 3-1-03 9-1-03 3-1-04 9-1-04 3-1-05 9-1-05 3-1-06 $1,400,000.00 1,375,000.00 1,375,000.00 1,350,000.00 1,350,000.00 1,320,000.00 1,320,000.00 1,290,000.00 1,290,000.00 1,255,000.00 1,255,000.00 1,215,000.00 1,215,000.00 1,170,000.00 1,170,000.00 1,120,000.00 1,120,000.00 1,070,000.00 1,070,000.00 1,010,000.00 1,010,000.00 945,000.00 945,000.00 875,000.00 875,000.00 800,000.00 800,000.00 715,000.00 715,000.00 620,000.00 620,000.00 520,000.00 520,000.00 410,000.00 410,000.00 285,000.00 285,000.00 150,000.00 150,000.00 -0- 25,000.00 25,000.00 30,000.00 30,000.00 35,000.00 40,000.00 45,000.00 50,000.00 50,000.00 60,000.00 65,000.00 70,000.00 75,000.00 85,000.00 95,000.00 100,000.00 110,000.00 125,000.00 135,000.00 150,000.00 $55,898.75 55,898.75 54,773.75 54,773.75 53,648.75 53,648.75 52,298.75 52,298.75 50,948.75 50,948.75 49,373.75 49,373.75 47,673.75 47,673.75 45,761.25 45,761.25 43,636.25 43,636.25 41,761.25 41,761.25 39,511.25 39,511.25 37,073.75 37,073.75 34,448.75 34,448.75 31,598.75 31,598.75 28,326.25 28,326.25 24,645.00 24,645.00 20,745.00 20,745.00 16,400.00 16,400.00 11,400.00 11,400.00 6,000.00 6,000.00 Total Required $55,898.75 80,898.75 54,773.75 79,773.75 53,648.75 83,648.75 52,298.75 82,298.75 50,948.75 85,948.75 49,373.75 89,373.75 47,673.75 92,673.75 45,761.25 95,761.25 43,636.25 93,636.25 41,761.25 101,761 .25 39,511.25 104,511.25 37,073.75 107,073.75 34,448.75 109,448.75 31,598.75 116,598.75 28,326.25 123,326.25 24,645.00 124,645.00 20,745.00 130,745.00 16,400.00 141,400.00 11,400.00 146,400.00 6,000.00 156,000.00