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HomeMy WebLinkAbout[04b] Finance Report Park Board Agenda Item 4 ( crry[)rS,r► Josbb10t► MEETING DATE: July 25, 2016 AGENDA ITEM: Finance Report SUBMITTED BY: Finance BOARD/COMMISSION/COMMITTEE/COUNCIL RECOMMENDATION: N/A PREVIOUS PARK BOARD ACTION: None BACKGROUND INFORMATION: Enclosed you will find the reconciled financial reports through June 30, 2016. The enclosed report reflects the current activity and balance of the park funds. The City Council will be reviewing the 5-year project plans with the budget discussions the next couple months. I am including the Park Board capital budget worksheets in this packet to help facilitate the Park Board's discussion of project priorities. Please provide an update after your meeting to ensure the Council can look at all capital requests coming up. BUDGET/FISCAL IMPACT: Information only ATTACHMENTS: Request for Park Board Action—Financial Reports Summary Treasurer's Report Park Board Balance Sheet Park Board Check Register Park Board Revenue Report Park Board Expenditure Report Park Board 5-Year Capital Improvement Plan REQUESTED COUNCIL ACTION: Consider accepting the June 2016 financial reports and discuss 5- year capital project priorities. 07/07/16 3:22 PM CITY OF ST. JOSEPH Page 1 Park Board Balance Sheet Current Period: June 2016 MTDMTDYTDYTDCurrent Account DescrBegin YrDebitCreditDebitCreditBalance FUND 205 Park Dedication G 205-10100 Cash$59,507.60$4,006.18$270.11$63,040.69$2,811.51$119,736.78 G 205-10450 Interest Receivable$123.71$0.00$0.00$0.00$123.71$0.00 G 205-10500 Accounts Receivable$30.19$0.00$0.00$0.00$30.19$0.00 G 205-13113 Due From other Gov t Units$65.17$0.00$0.00$0.00$65.17$0.00 G 205-20200 Accounts Payable$0.00$0.00$0.00$0.00$0.00$0.00 G 205-25310 Appropriated Fund Balance-$59,726.67$270.11$4,006.18$3,030.58$63,040.69-$119,736.78 FUND 205 Park Dedication$0.00$4,276.29$4,276.29$66,071.27$66,071.27$0.00 $0.00$4,276.29$4,276.29$66,071.27$66,071.27$0.00 07/07/16 3:22 PM CITY OF ST. JOSEPH Page 1 Park Board Monthly Check Register Check #Search NameCommentsAmountFUNDDEPARTOBJ 050659NORTH STAR SIGNS & ENGFootgolf signs$140.0020545203531 050667WRUCK SEWER & PORTABLportable toilets-parks$94.0020545203410 $234.00 07/07/16 3:23 PM CITY OF ST. JOSEPH Page 1 Park Board Revenue Current Period: June 2016 2016 YTDJune2016% of Account DescrBudget2016 AmtYTD AmtBalanceBudget FUND 205 Park Dedication R 205-45203-31010 Current Ad Valor$3,000.00$979.78$979.78$1,600.0346.67% R 205-45203-34114 Park Dedication $2,000.00$0.00$58,000.00-$56,000.002900.00% R 205-45203-34784 Rents and Royalt$0.00$2,700.00$2,700.00-$2,700.000.00% R 205-45203-34785 Park Round-Up P$100.00$8.33$45.52$53.9246.08% R 205-45203-36210 Interest Earnings$500.00$118.07$896.32-$396.32179.26% R 205-45203-36236 Contributions - P$0.00$200.00$200.00-$200.000.00% R 205-49302-39201 Transfers from O$350,000.00$0.00$0.00$350,000.000.00% FUND 205 Park Dedication$355,600.00$4,006.18$62,821.62$292,357.63 $355,600.00$4,006.18$62,821.62$292,357.63 07/07/16 3:22 PM CITY OF ST. JOSEPH Page 1 Park Board Expenditures Current Period: June 2016 2016 YTDJune2016 Account DescrBudget2016 AmtYTD AmtBalance FUND 205 Park Dedication E 205-45203-101 Salaries$0.00$25.64$145.24-$145.24 E 205-45203-121 PERA Contributions$0.00$1.93$10.90-$10.90 E 205-45203-122 FICA Contributions$0.00$1.43$7.99-$7.99 E 205-45203-125 Medicare Contributi$0.00$0.34$1.87-$1.87 E 205-45203-130 H S A- Employer Co$0.00$0.00$0.00$0.00 E 205-45203-131 Health Insurance$0.00$6.05$30.98-$30.98 E 205-45203-132 Dental Insurance$0.00$0.72$3.70-$3.70 E 205-45203-133 Life Insurance$0.00$0.00$0.68-$0.68 E 205-45203-134 Disabilty Insurance$0.00$0.00$1.96-$1.96 E 205-45203-171 Clothing Allowance$0.00$0.00$0.00$0.00 E 205-45203-210 Operating Supplies$200.00$0.00$0.00$200.00 E 205-45203-300 Professional Service$0.00$0.00$500.00-$500.00 E 205-45203-302 Maintenance Reimb$0.00$0.00$0.00$0.00 E 205-45203-410 Rentals$1,600.00$94.00$460.50$1,139.50 E 205-45203-531 Park Development$391,900.00$140.00$1,647.69$390,252.31 FUND 205 Park Dedication$393,700.00$270.11$2,811.51$390,888.49 $393,700.00$270.11$2,811.51$390,888.49 City of St. Joseph Park Board 2016 Capital Improvement Budget Summary Adopted December 7, 2015 General FundsBalance Park Dedication Cash June 30, 2016119,737$ (Unaudited) Adjustments Starting Balance119,737$ 2016 General Levy-remaining1,600$ Other Revenues-remaining54$ Potential Projects:PotentialProposed Millstream Cottages-phase 223,400$ Sunset Ridge-phase 2 - 4 lots2,000$ CLC Development - 16 lots8,000$ Ending Balance for 2016121,391$ Projects - Budget201520162017201820192020Total 16-20 PTR-01 (Millstream)25,000$ $ 350,000$ --$ -$ -$ 350,000$ PTR-02 (Northland)-$ $ -$ -200,000$ -$ -$ 200,000$ PTR-03 (Klinefelter)150,000$$ -$ 150,000-$ -$ -$ 150,000$ PTR-04 (Wobegon)-$ $ -$ --$ -$ -$ -$ PTR-05 (Memorial)-$ $ -$ --$ -$ -$ -$ PTR-06 (Centennial)-$ $ -$ --$ -$ -$ -$ PTR-07 (Monument)30,400$$ 400$ 400400$ 400$ 400$ 2,000$ PTR-08 (Hollow)-$ $ -$ --$ -$ -$ -$ PTR-09 (Cloverdale)-$ $ -$ --$ -$ -$ -$ PTR-10 (East Park)25,000$$ -$ --$ -$ -$ -$ PTR-11 (West Park)25,000$$ -$ --$ -$ TBD-$ PTR-12 (Trails)10,000$ $ 10,000$ 10,00010,000$ 10,000$ 10,000$ 50,000$ PTR-13 (Trees)1,500$ $ 1,500$ 1,5001,500$ 1,500$ 1,500$ 7,500$ PTR-14 (Dog Park)-$ $ -$ --$ -$ -$ -$ Total266,900$ $ 361,900$ 161,900211,900$ 11,900$ 11,900$ 759,500$ Projects - ActualSpent 2015201616 Snow Town Expenses:Avail. Rev PTR-01 (Millstream)-$ -$ Shelter/Master Park Plan$ 905-$ PTR-02 (Northland)-$ 2,351$ Footgolf PTR-03 (Klinefelter)-$ -$ Prairie RestorationOther 16 Expense Budget:2016 YTD PTR-04 (Wobegon)-$ -$ Dog Baggies200$ -$ PTR-05 (Memorial)-$ -$ A-1 Toilets1,600$ 461$ PTR-06 (Centennial)-$ -$ PTR-07 (Monument)-$ -$ 2016 Revenue Budget:2016 YTD PTR-08 (Hollow)-$ -$ Interest500$ 896$ PTR-09 (Cloverdale)-$ -$ Round Up100$ 46$ PTR-10 (East Park)-$ -$ GF Levy3,000$ 1,400$ PTR-11 (West Park)-$ -$ Land Rent-$ 2,700$ PTR-12 (Trails)-$ -$ Transfer350,000$ -$ PTR-13 (Trees)-$ -$ Donations-$ 200$ PTR-14 (Dog Park)-$ -$ Park Dedic.2,000$ 58,000$ Total-$ 2,351$ Other Projects:16 Millstream 5k Expenses:Avail. Rev Millstream Shelter7,500$ $ 3,024-$ Park Plan Update-$ 11,500$ In 2015, the Park Board requested updating the Master Park Plan last completed in 2008. Donations for Aquatics Facility being received. Community Center - Park Board suggests adding $40,000 to the 2017 budget for programming. Millstream Shelter - Council approved using $7,500 half cent sales tax funding in 2015 Millstream Shelter - Council approved using $2,500 excess bldg permit revenue in 2016