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HomeMy WebLinkAbout _ 9.10(b)--Consider the City of Redding General Fund Quarterly Financial Report GI �" Y C� F � � �- ' � ° � � i � CITY OF REDDING �� REPORT TO THE CITY COUNCIL MEETING DATE: July 15, 2025 FROM: Greg Robinett, Director of ITEM NO. 9.10(b) Finance/City Treasurer ***APPROVED BY*** �� �� �` � i��* c3 a t,I3 � tt�e �^ins�nci,'Catyr`�'ri�sure,r 7,+7r2�)25 t�S�B c1 �, 5S �F �f Lf�/�Q�v,`+ grobinett@cityofredding.org btippin@cityofredding.org SUBJECT: 9.10(b)--Consider the City of Redding (City) General Fund Quarterly Financial Report for the uarter ended March 2025 Recommendation Accept the City's General Fund Quarterly Financial Report for the quarter ended March 31, 2025. Fiscal Impact There is no �scal impact by accepting the Quarterly General Fund Financial Report(Report). AZteNnative Action The City Council (Council) could choose to reject the report and request additional or different information. Background/Analysis The General Fund Quarterly Financial Report is for review and information purposes only. There are two primary components of the report: �rst is the comparison of revenues budget to actual year-to-date; and second is the comparison of expenditures budget to actual year-to-date. The revenue analysis provides a breakdown utilizing the projected revenues through March 2025, compared to the actual revenues received. The expenditure analysis provides a breakdown utilizing the projected expenditures through March 2025, compared to the actual expenditures paid. Report to Redding City Council July 10, 2025 Re: 9.10(b)--Consider the City of Redding General Fund Quarterly Financial Report Page 2 Overview The current amended 10-year plan forecasts utilize approximately $5.3 million of reserve. The update through March 31, 2025 shows overall revenues tracking below projections while revenues are also trending below projections. The revenue results related to tax revenues and particularly sales tax revenues are below forecasts thru March 31, 2025. As revenues, particularly tax revenues trend below projections it continues to put additional pressure on the General Fund. Due to the timing of this report, staff was able to include tax revenue performance thru June, which was below projections. The expense side appears that it will trend within current budget allocations and should experience savings this fiscal year overall but there could be some exceptions due to the final three months and fiscal year end closeout. Revenues General Fund revenues through March 31, 2025, totals $69,003,014 which is $1,586,872 or 1.34 percent below staff's cash flow projection of $70,589,886. Staff is not recommending any changes to projected revenues at this time. Below is a breakdown of the results by revenue type for the General Fund through March 31, 2025. Actuai Budget Variance Variance % Ope rating Reve nue s $ - $ - $ - 0.00% Tax Revenues $47,�50,621 $50,542,682 $(2,692,061) -3.82% Licenses & Permits $ 1,�35,431 $ 1,898,973 $ (63,542) -8.85% Fine s & Pe naitie s $ 1,427,373 $ 862,470 $ 564,903 145.55% PILOT & Transfers $ 9,0$0,592 $ 9,498,628 $ (418,036) 14.20% Revenue from Other Government Agencies $ 1,571,835 $ 2,646,534 $(1,074,699) -28.36°/a Total Other Revenues $ 2,271,806 $ 1,839,354 $ 432,452 -2.62% Charges for Current Services $ 4,536,218 $ 2,750,904 $ 1,785,314 66.91% Property Rental& Investment Income $ 429,138 $ 550,341 $ (121,203) -19.37°/o Total $69,003,014 $70,589,886 $(1,586,872) 1.34% Fines & Penalties includes Cannabis Fines, which include written off balances for lack of collections or coIlectability. The write off component is displayed under Charges for Current Services. Below is a breakdown of the tax revenues through March 31, 2025. Tax revenues are the primary revenue source which fund General Fund operations - overall, tax revenues are 5.33 percent below staff projections or $2,692,061. Report to Redding City Council July 10, 2025 Re: 9.10(b)--Consider the City of Redding General Fund Quarterly Financial Report Page 3 Actual Budget Variance Variance % Property Taxes 16,740,211 1'7,4'7'7,599 ('73'7,388) -4.22% Sales Tax 23,084,'783 24,00'7,144 (922,361) -3.84% TOT 5,392,$66 5,847,189 (454,323) -7.77% Cannabis 1,100,828 1,253,250 (152,422) -12.16% Other Taxes 1,531,933 1,957,500 (425,567) -21.74% Total 47,850,621 50,542,682 (2,692,061) -5.33% Given the tiining of this report, tax revenues are largely complete and the table below outlines the results as of the time of posting this staff report through the end of the fiscal year. Actual Budget Variance Variance % Property Taxes 29,751,779 29,244,000 507,779 1.74% Sales Tax 30,252,923 31,522,110 (1,269,187) -4.03% TOT 7,190,400 7,498,000 (307,600) -4.10% Cannabis 1,389,211 1,671,000 (281,789) -16.86% Other Taxes 2,485,867 2,610,000 (124,133) -4.76% Total 71,070,180 72,545,110 (1,474,930) -2.03% Considering the development of the new Biennial Budget adopted by Council, many of these revenue projections were refreshed as part of that process to create the starting point to project Fiscal Year 2026 and Fiscal Year 2027. The projections in all major tax revenues were revised and it will be important to track revenues relative to those new projections as we move into the new budget year. Expenses The City of Redding (City) has expended$92,235,397 from the General Fund through March 31, 2025. This level of expenditure represents 72.3 percent of total appropriations, and is $2,125,394 or 2.3 percent below staff's cash flow estimate of$94,360,791 through March 31, 2025. Below is a breakdown of expense by department compared to budget: Actual Budget Variance Variance % Ge ne rai Gove rnme nt 5,525,010 5,877,956 352,946 6.00% Non Dept,lVlidtown,Debt Service&Animai Reg 4,059,683 3,471,499 (588,184) -16.94% Development Services 4,49'7,813 4,851,031 353,218 7.28% PW 9,317,372 15,365,314 6,047,942 39.36% Police 36,233,999 35,571,544 (662,455) -1.86% Fire 26,288,533 22,056,063 (4,232,470) -19.19% Parks & Recreation 6,312,985 7,16'7,384 854,399 11.92% Total 92,235,397 94,360,791 2,125,394 2.25% Report to Redding City Council July 10, 2025 Re: 9.10(b)--Consider the City of Redding General Fund Quarterly Financial Report Page 4 At this time, no adjustments are being recommended to expenditures. If at the end of the fiscal year there are any required adjustments those will be presented to Council with the year-end update after completion of Fiscal Year 2024-25. Many of the departments above are within their cash flow budget projections year-to-date, and all departments are under their overall allocated budget through March. Three departments show over budget year-to-date which require additional discussion: ■ Non-Departmental, Mid-Town Mall, Debt Service & Animal Regulation - this is a result of a timing difference of debt payments and staff anticipates by the end of the fiscal year there will be savings. ■ The Police budget shows over budget year-to-date and this is largely the result of retirement payouts. Staff expects that between the General Fund budgeted payout allocation that is analyzed at year end and additional staff savings in the Police budget that will be realized by year end that this budget will not require any additional appropriations. ■ Fire is largely the result of increased overtime expenses but also includes retirement costs. There are increased reimbursement revenues which will be recognized to cover the additional overtime expenses associated to deployments and staff will analyze the retirement payouts within the other General Fund payouts as mentioned above regarding police. General Fund Reserves As of March 31, 2025, the General Fund cash balance was ($535,662) or (.4) percent. At year end, the ten-year plan projects the reserve to be 7.2 percent. The final reserve is subject to change dependent on revenue and expenditure outcomes and finalization of year end work in Finance. An example of cash not currently in the reserve but wi11 be included by year end is the gas tax transfer which is projected to be between $6 to $7 million of cash year-to-date and wi11 continue to increase through the remainder of the fiscal year. The final assessment of ending cash for the fiscal year wi11 be available upon completion of the annual audit, and if changes are necessary they are made in February with the Mid-Year Report. At this time, staff is not recommending any changes to the projected reserve. General Fund Overtime The City's General Fund overtime expense totals $5,316,387 through March 31, 2025. This is $2,460,844 above staff's cash flow estimate of $2,855,543. The expenditures year-to-date compared to the year-to-date budget are listed below, of which, the four largest overtime budgets are Fire, Police, Parks, and Streets: • The Fire Department had overtime expenses through March 31, 2025 of $3,877,650 compared to a total overtime budget of$1,675,'793; � The Police Department had overtime �xpenses through March 31, 2025 of $1,262,842 compared to a total overtime budget of$1,1]6,'750; � The Community Services Department had overtime expenses through March 31, 2025 of $117,875 compared to a total overtime budget of$0. • The Public Works Department had overtime expenses through March 31, 2025 of $52,420 compared to a total overtime budget of$52,500; and � All other General Fund Departments had overtime expenses through March 31, 2024 of $5,599 compared to an overtime budget of$10,500. Report to Redding City Council July 10, 2025 Re: 9.10(b)--Consider the City of Redding General Fund Quarterly Financial Report Page 5 Although some of the aforementioned expenses are either over budget or nearly over budget, there are no additional budget requests at this time. Each department has adequate savings in areas such as personnel charges and/or additional cross charges to other City departments, to offset the excess costs. EnviNonmental Review This is not a project defined under the California Environmental Quality Act, and no further action is required. Council Priority/City Manager Goals • Budget and Financial Management—"Achieve balanced and stable Ten-Year Financial Plans for all funds." • Communication and Transparency — "Improve the quality of communication with the public and City employees to enhance knowledge and increase transparency to improve public trust." Attachments ^Ten Year Plan 23-24 & 24-25 Updated December 2024 City of Redding General Fund Ten Year Plan (in thousands) Fiscal Year Ending 2024&2025 Updated thru December 2024 Fiscal Year Amended Amended 23-24 24-25 2025-26 ao26-a� Zoa�-a8 ao28-29 Beginning Cash Balance 21,000 13�307 7>990 2,6�i (1,562) (6,5i9) Revenues 97>238 98>906 io1,38i io3,lo1 106,16� l09>323 Net Transfers �,237 �,019 7,529 7,955 8,194 8,440 Totai Revenues 104�4�4 105,924 1o8,9i1 iii,o57 i14,36i i1�,�62 Personnel Costs (75,0�0) (�9>059) �83>649) �g4�435) �87�552) �9a,1a5) Operating Costs (29,900) (25,239) (23,099) (23,8i4) (24,551) (25,311) CapitalOutlay (�,io�) (�,000) (�,2io) (�,42�) (�,65o) �7,879) Debt Service (2,118) (1,957) (1,965) (1,31$) (1,314) (1,313) Savings 2,028 2,oi5 i,694 1,�03 1,�49 i,�96 Net Expenditures (i12,16�) (i11,241) (1i4,23o) (u5,2go) (119,318) (122,813) Ending Cash Balance 13,307 7,990 2,6�1 (i,562) (6,51g) (1i,569) Projections toward Council Objectives Ending Cash as Percentage of Expenditures 11.9� 7•2� Z•3� -1•4� -5•5� -9•4� Projected Personnel Percentage 65•7� 69•8� 72•2� 72•2� 72•3� 72•3� City of Redding General Fund Ten Year Plan (in thousands) Fiscal Year Ending 2024&2025 Updated thru December 2024 Fiscal Year 2029-30 2ogo-g1 2o3i-32 2032-33 2033-34 Projected Cash Balance (11,569) (i6,447) (20,580) (23,18�) (24,832) Projected Revenues 1i2,578 115�93g 119,412 i23,o12 i26,�35 Projected Net Transfers 8,b93 8,954 9,222 9,499 9,784 Total Projected Revenues 121,2�i 124,89i 128,634 i32,511 i36,519 Projected Personnel Costs (92>476) �94�356) �95>542) �97�393) �9g,8i9) Projected Operating Costs (26,094) �26,902) �27,734) �28,592) �29,476) Projected Operating Costs (8,1i5) �8�359) (8>610) (8,868) (9>134) Projected Debt Service (1,310) (i,3og) (i,311) (1,315) (1,132) Projected Savings 1,848 1,9oi 1,955 2,011 2,069 Net Projected Expenditures (126,i48) (129,025) (i31,24i) (i34,i56) (136,49i) Projected Ending Cash (16,447) �20,580) �23,1$7) �24,832) �24,804) Projections toward Council Objectives Ending Cash as Percentage of Expenditures -1g.o% -16.0% -1�.�% -18.5% -18.2% Projected Personnel Percentage �2.2% �2.1% �i.�% �i.5% �1.3% City of Redding General Fund Ten Year Plan (in thousands) Revenues Fiscal Year Ending 2024&2025 Fiscal Year Ended Amended Amended 2o2g-24 2024-25 2o25-Z6 Zo26-2� 2o2�-Z8 2oZ8-29 Sales Tax 30,753 31,522 32,310 33,11$ 33,946 34,795 Property Tax 28,392 29>244 30,121 31,025 31>956 32,914 TOT �,210 7,498 7,798 8,uo 8,434 8,772 Cannabis Tax 1,63o i,6�1 i,738 1,80� i,88o i,955 Other Taxes 2,610 2,610 2,�14 2,823 2,936 3,053 Licenses&Permits 2,391 2,532 2>633 2>739 2>g4g 2,g62 Fines&Penalties 542 542 563 586 609 633 Other Government 2,625 2,�29 2,360 1,153 1,188 1,223 Redding Rancheria 124 127 131 135 139 143 Internal Departments 14,248 13,675 14,086 14>5og 14,943 15>392 Service Charges 3,436 3,606 3,750 3,900 4,056 4,219 Other Revenue 2,409 2,416 2,488 2,563 2,640 2,�ig Use of Money&Property 742 609 609 609 609 6og Interest 125 125 80 2� (16) (65) Subtotal 97,238 9g,906 lol,38i io3,io1 lo6,i6� 109,323 Transfers In: Gas Taxes io,675 io,573 io,8q1 ii,2i� 11,554 ii,9oi Debt Service - - - - - - Other Transfers In 523 523 53g 554 571 5gg Total Transfers In 11,197 li,o96 11,429 ii,��2 12,125 12,489 Transfers Out: CVB&Convention Center (1,033) (i,o35) (1,066) (1,098) (i,131) (1,i65) Parking - - - - - - Library �994) (1,024) (1,055) (1,086) (1,119) (1,153) Rolling Stock (l,005) (i,o8o) (812) (637) (656) (6�6) Other Equipment �395) �395) �407) �419) �432) �445) Internal Advances - - - - - - Other Transfers Out �533) �543) �559) �576) �594) (611) Total Transfers Out (3,960) (4,0��) (3,900) (3,8i6) C3,931) �4,049) Net Transfers �,237 7,019 7,529 7,955 g,194 8,440 Total Revenues l04>474 105,924 lo8,g11 ili,o57 i14,361 i1�,�62 Revenue Assumptions Sales Tax 2.5� 2•5� 2•5� 2•5� 2•5� 2•5� PropertyTax 3.0% 3.0% 3.0% 3.0% 3.0% 3.0% Fee Revenues Projected Projected 3.0% 3.0% 3.0% 3.0% Other Government Projected Projected 3.0% 3.0% 3.0% 3.0% Other Revenue Projected Projected 3.0% 3.0% 3.0% 3.0% Internal Departments Projected Projected 3.0% 3.0% 3.0% 3.0% All Revenues(Not specific) Projected Projected 4.0% 4.0% 4.0% 4.0% Interest(Percent of Cash) 2.0% 2.0% l.o% l.o% l.o% i.o% City of Redding General Fund Ten Year Plan (in thousands) Revenues Fiscal Year Ending 2024&2025 Fiscal Year Ended 2029-30 2ogo-3i 2ogi-32 2032-33 2033-34 Sales Tax 35,664 36,556 37,470 38,407 39,367 Property Tax 33>9O2 34,919 35>966 37,045 3g,157 TOT 9,122 9,487 9,g6� 10,262 10,6�2 Cannabis Tax 2,033 2,1i4 2,199 2,2g'J 2,378 Other Taxes 3,175 3,302 3>435 3>572 3,715 Licenses&Permits 3,o8i 3,204 3>332 3,465 3>604 Fines&Penalties 659 685 713 741 771 Other Government 1,260 1,298 1,337 1,377 i,4i8 Redding Rancheria 147 151 156 i6i 165 Internal Departments 15>g54 16,32g 16,819 17>324 17>g43 Service Charges 4,387 4,563 4,745 4,935 5,133 Other Revenue 2,800 2,884 2,971 3,060 3,152 Use of Money&Property 609 609 609 609 609 Interest (116) (i64) (206) (232) (248) Subtotal u2,578 115,938 119,412 123,012 126,�35 Transfers In: Gas Taxes 12,258 i2,625 13,004 13>394 13>796 Debt Service - - - - - Other Transfers In 606 624 643 662 682 Total Transfers In 12,863 13,249 13,647 14,056 14,47g Transfers Out: CVB&Convention Center (1,200) (1,236) (i,273) (1,3ii) (1,350) Parking - - - - - Library (i,i87) �1,223) �1,259) �1,297) �1,336) Rolling Stock (6g6) (�i�) (738) (�60) (�83) Other Equipment �458) �472) �486) �500) �515) Internal Advances - - - - - Other Transfers Out (630) (649) (668) (688) (�09) Total Transfers Out (4,170) (4,295) �4>424) �4,557) �4>694) Net Transfers 8,693 8,954 9,222 9,499 9,784 Total Revenues 121,2�1 124,8gi i28,634 132,51i 136,51g Revenue Assumptions Sales Tax 2.5� 2•5� 2•5� 2•5� 2•5� PropertyTax 3.0% 3.0% 3.0% 3.0% 3.0% Fee Revenues 3.0% 3.0% 3.0% 3.0% 3.0% Other Government 3.0% 3.0% 3.0% 3.0% 3.0% Other Revenue 3.0% 3.0% 3.0% 3.0% 3.0% Internal Departments 3.0% 3.0% 3.0% 3.0% 3.0% All Revenues(Not specific) 4.0% 4.0% 4.0% 4.0% 4.0% Interest(Percent of Cash) i.o o l.o% l.o% l.o% i.o% City of Redding General Fund Ten Year Plan (in thousands) Expenditures Fiscal Year Ending 2024 8�2025 Fiscal Year Ended Amended Amended 2o2g-24 Zo24-z5 zoa5-a6 Zoz6-z� Zo2�-z8 zo28-a9 Safery UAL Payments i3>g3g 14>479 15,713 r6,o53 Misc UAL Payments 4,425 4,725 4,947 5,432 PARS UAL Payments 96 96 g6 96 Police Personnel 33�493 34>790 30>867 30>563 31�337 32>l4g Operating 8,889 8,643 8,902 9,i69 9,444 9,72$ CapitalOutlay/Project 182 �2 74 �6 �8 80 Subtotal 42,563 43,505 39,843 39,808 40,859 41,956 Fire Personnel 21,234 22,004 20,798 20,591 21,io8 2i,652 Operating 8>89g 5>769 5>942 6,i2o 6,304 6>493 CapitalOutlay/Project - 45 46 48 49 51 Subtotat 3o,i32 2�,8i8 26,�8� 26,759 2�,46i 28,i96 Transportation&Engineering Personnel 3,630 2,�3� �09 �20 '732 743 Operating 4,275 4,203 4,329 4,459 4,593 4,731 CapitalOutlay/Project 6,6u 6,621 6,820 �,024 7�235 7>452 Subtotal 14,526 13,561 i1,858 12,204 i2,56o 12,925 Parks&Recreation Personnel 4,885 4,958 4,122 4,235 4,353 4,472 Operating 3>146 3>242 3>540 3�646 3>755 3>86g CapitalOutlay/Project 135 94 96 99 l02 l05 Subtotat 8,i66 8,293 7>75g 7>9go 8,210 g>445 Deuelopment Seruices Personnel 5>153 5>a92 3,�10 3,808 3,9i1 4,014 Operating 1,155 1,184 1,220 1,257 1,294 1,333 CapitalOutlay/Project - - - - - - Subtotal 6,308 6,2�6 4>930 5,064 5,205 5,347 Genercel Gouernment&Other Personnel 6,675 6,603 5,084 5,217 5>355 5,495 Operating 3>537 3�510 3,615 3,723 3,835 3�950 CapitalOutlay/Project 169 169 1�4 18o i85 19l Debt Service 2,118 i,957 i,965 i,3i8 1,3r4 i,3i3 Subtotal 12,50o i2,239 10,839 io,438 10,689 10,949 Add Back Personnel - 2,875 - - - - Add Back O&M - (1,3i2) (4,449) (4,560) (4>674) (4>791) Required Revenue or Expenditure Adjustments - - Projected Savings (2,028) (2,oi5) (i,694) (1,�03) (i,�49) (1,�96) Total Expenditures li2,i6� lii,241 114,230 115,290 i19,3i8 i22,813 Ex�enditure Assumptions Personnel-Wages Budget Budget 2.75� 2•75� 2•75� 2•75� O&M&Capital Outlay Budget Budget 3.0% 3.0% 3.0% 3.0% Debt Actual Actual Actual Actual Actual Actual Assumed Expense Savings o.020 2.0% 2.0% 2.0% 2.0% 2.0% City of Redding General Fund Ten Year Plan (in thousands) Expenditures Fiscal Year Ending 2024&2025 Fiscal Year Ended ao29-go Zogo-3i Zogi-32 2032-33 2033-34 Safery UAL Payments r6,4o3 16,193 15�525 15�309 14>gg4 Misc UAL Payments 5,545 5,661 5,498 5,479 5,195 PARS UAL Payments 96 96 96 96 96 Police Personnel 33>042 33>964 34�909 35>883 36,882 Operating io,o2o 10,320 10,630 10,949 11,277 CapitalOutlay/Project 83 g5 gg 91 93 Subtotal 43,145 44,369 45,627 46,922 48,253 Fire Personnel 22,255 22,875 23,512 24,16� 24,840 Operating 6,688 6,888 7,095 7>3og 7>527 CapitalOutlay/Project 52 54 55 57 59 Subtotat 28,995 29>g17 30,663 31>532 32�426 Transportation&Engineering Personnel �62 �8� 809 g35 g58 Operating 4,872 5,019 5,i69 5,324 5,484 CapitalOutlay/Project �,6�6 �,906 g,143 g�3g7 g�639 Subtotal 13,310 i3,�ll 14,i21 14,546 14,98i Parks&Recreation Personnel 4,600 4,733 4,869 5,009 5,153 Operating 3�9g4 4�103 4>226 4>353 4>4g4 CapitalOutlay/Project l08 ll2 il5 il8 i22 Subtotat 8>692 g�94g 9>210 9�4g1 9>759 Deuelopment Seruices Personnel 4,126 4�242 4>360 4,482 4,60� Operating 1,373 1,414 1,457 1,500 1,545 CapitalOutlay/Project - - - - - Subtotal 5,499 5,656 5,816 5,982 6,153 Genercel Gouernment&Other Personnel 5,646 5,805 5,965 6,133 6,303 Operating 4,069 4>l91 4�3i6 4�446 4,579 CapitalOutlay/Project i96 202 208 2l5 22z Debt Service i,3io r,3o9 r,3i1 1,315 1,i32 Subtotal ii,221 li,5o� 11,801 12,108 12,235 Add Back Personnel Add Back O&M (4>911) �5�034) �5>159) �5>2gg) �5�421) Required Revenue or Expenditure Adjustments - - - - - Projected Savings (i,848) (1,9or) �i>955) (2,oir) (2,069) Total Expenditures 126,148 129,025 13i,241 134,156 136,491 Ex�enditure Assumptions Personnel-Wages 2.75� 2•75� 2•75� 2•75� 2•75� O&M&Capital Outlay 3.0% 3.0% 3.0% 3.0% 3.0% Debt Actual Actual Actual Actual Actual Assumed Expense Savings 2.0% 2.0% 2.0% 2.0% 2.0%