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HomeMy WebLinkAboutF Special RevenueOTHER GOVERNMENTAL FUNDS - SPECIAL REVENUE Special Revenue Funds are used to account for proceeds of specific revenue sources other than expendable trust that are legally restricted to expenditures for specific purposes. Traffic Safety Fund - Traffic and court fines are collected in these funds. A transfer from this Fund to the General Fund is made at the end of the fiscal year by council action to be applied toward the eligible expenditures permitted by law. Gas Tax Fund - Portions of the tax rate per gallon levied by the State of California on all gasoline purchases are allocated to cities throughout the State. These funds are restricted to expenditure for transit and street-related purposes. Housing Mitigation Fee Fund - This fund is used to account for fees collected from construction of commercial and office buildings for low and moderate income mitigation purposes to be used strictly for projects and programs that benefit the low and moderate income households. Community Development Block Grant Fund - This fund is used to account for the receipts and expenditures of CDBG funds received from the U.S. Department of Housing and Urban Development. Child Care Program Fund – This fund is used to collect funds from developers for the purpose of providing child care programs. Public Safety Police Grants Fund - This fund is used to account for grants received from the U.S. Department of Justice under the Local Law Enforcement Block Grant Program for the purpose of purchasing equipment related to public safety. New Construction Tax Fund - This fund is used to account for tax collected upon application to the City for a building permit from every person/entity for the construction of any new building, addition or trailer space in the city according to a fee schedule. Its use is restricted for the acquisition and development of public facilities such as parks, playgrounds and public structures. Planned Drainage Fund - This fund is used to account for off-site drainage fees based on an established fee schedule collected prior to approval of the final map in the case of land being subdivided or prior to the issuance of a building permit in the case of construction or improvement of subdivided land. Parks and Recreational Facilities Fund - This fund is used to account for fees collected for residential and subdivision developments collected either at the time grading permits are paid or prior to the approval of the final map. Its use is restricted for expenditures related to park development, maintenance and equipment. Traffic Signals Fund - This fund is used to account for fees collected for residential, commercial and industrial developments either at the time grading permits are paid or prior to the approval of the final map. Its use is restricted for expenditures related to the acquisition and maintenance of traffic signals. Fire Facilities Restoration Fund – This fund is used to collect funds from developers for the purpose of construction, restoration and purchase of equipment for fire stations within the City. Recycling Fund - This fund is used to account for resources resulting from lower landfill tipping fees which have been reduced to zero in 2013, and State grant funds. Funds will be utilized for purposes of promoting recycling and recycling related activities. 113 OTHER GOVERNMENTAL FUNDS - SPECIAL REVENUE (CONTINUED) Energy Independence Loan Fund – This fund is used to provide funding for the AB811 Energy Loans and collect assessments from those AB811 loans through property tax collections. The assessments collected will be used to service debt issued and to provide additional funding for the AB811 loans. Air Quality Management Fund – This fund accounts for receipts from South Coast Air Quality Management District, sixty percent of which is disbursed to the Coachella Valley Association of Governments. Aquatic Center Fund – This fund is used to account for revenues and expenditures for the City’s aquatic facility. Cannabis Compliance Fund – This fund is used to account for revenues and expenditures for the City’s cannabis compliance activity. El Paseo Assessment District Fund – This fund is used to collect assessments on all business establishments located within the boundaries set for the El Paseo Parking and business improvement area based on a fee schedule established for the various types of businesses. Proceeds from all charges are used for the promotion of business activities in the area. Various Landscape and Lighting District Funds – These funds are used to account for expenditures and receipts of property taxes and service fees levied to the property owners in the various landscaping and lighting districts, which were formed to provide landscaping and street lighting maintenance. Individual landscaping and lighting funds are set up for Districts No 1 through 17. Former RDA Low Income Housing Fund – This fund is used to account for the management and operation of the City’s housing assets. 114 THIS PAGE INTENTIONALLY LEFT BLANK 115 CITY OF PALM DESERT COMBINING BALANCE SHEET OTHER SPECIAL REVENUE FUNDS JUNE 30, 2018 ASSETS: Pooled cash and investments -$ 2,136,045$ 2,858,798$ 31,510$ Receivables: Accounts - - - - Loans - - - 15,613 Interest - - - - Prepaid costs - - - - Due from other governments 664 195,065 - 204,965 Inventories - - - - Advances to Successor Agency - - - - TOTAL ASSETS 664$ 2,331,110$ 2,858,798$ 252,088$ Liabilities, Deferred Inflows of Resources, and Fund Balances: LIABILITIES: Accounts payable -$ 755,006$ -$ 204,965$ Accrued liabilities - - - - Unearned revenues - - - - Deposits payable - - - - Due to other funds - - - - TOTAL LIABILITIES - 755,006 - 204,965 DEFERRED INFLOWS OF RESOURCES: Unavailable revenues - - - 15,613 Total Deferred Inflows of Resources - - - 15,613 FUND BALANCES: Nonspendable: Prepaid costs - - - - Restricted for: Public safety - - - - Street related purposes 664 1,576,104 - - Low income housing - - 2,858,798 - Public facilities - - - Special programs - - - 31,510 Committed to: Aquatic center - - - - Energy loan program - - - - TOTAL FUND BALANCES 664 1,576,104 2,858,798 31,510 TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES 664$ 2,331,110$ 2,858,798$ 252,088$ Traffic Safety Gas Tax Housing Mitigation Fee Community Development Block Grant 116 CITY OF PALM DESERT COMBINING BALANCE SHEET OTHER SPECIAL REVENUE FUNDS JUNE 30, 2018 ASSETS: Pooled cash and investments Receivables: Accounts Loans Interest Prepaid costs Due from other governments Inventories Advances to Successor Agency TOTAL ASSETS Liabilities, Deferred Inflows of Resources, and Fund Balances: LIABILITIES: Accounts payable Accrued liabilities Unearned revenues Deposits payable Due to other funds TOTAL LIABILITIES DEFERRED INFLOWS OF RESOURCES: Unavailable revenues Total Deferred Inflows of Resources FUND BALANCES: Nonspendable: Prepaid costs Restricted for: Public safety Street related purposes Low income housing Public facilities Special programs Committed to: Aquatic center Energy loan program TOTAL FUND BALANCES TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES (CONTINUED) 1,332,828$ 100,172$ 1,133,320$ 1,620,210$ - - - - - - - - - - 117,720 - - - - - - 25,000 - - - - - - - - 654,000 - 1,332,828$ 125,172$ 1,905,040$ 1,620,210$ -$ 10,985$ -$ 27,353$ - - - - - 105,807 - - - - - - - - 130,800 - - 116,792 130,800 27,353 - - 117,720 - - - 117,720 - - - - - - 8,380 - - - - - 1,592,857 - - - - 1,332,828 - 1,656,520 - - - - - - - - - - - - - 1,332,828 8,380 1,656,520 1,592,857 1,332,828$ 125,172$ 1,905,040$ 1,620,210$ Public Safety Police Grants New Construction Tax Planned Drainage Child Care Program 117 CITY OF PALM DESERT COMBINING BALANCE SHEET OTHER SPECIAL REVENUE FUNDS JUNE 30, 2018 ASSETS: Pooled cash and investments Receivables: Accounts Loans Interest Prepaid costs Due from other governments Inventories Advances to Successor Agency TOTAL ASSETS Liabilities, Deferred Inflows of Resources, and Fund Balances: LIABILITIES: Accounts payable Accrued liabilities Unearned revenues Deposits payable Due to other funds TOTAL LIABILITIES DEFERRED INFLOWS OF RESOURCES: Unavailable revenues Total Deferred Inflows of Resources FUND BALANCES: Nonspendable: Prepaid costs Restricted for: Public safety Street related purposes Low income housing Public facilities Special programs Committed to: Aquatic center Energy loan program TOTAL FUND BALANCES TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES 1,419,507$ 410,318$ 1,108,171$ 2,478,570$ - - - 58,439 - - - - - - - - - - - - - - - - - - - - - - - - 1,419,507$ 410,318$ 1,108,171$ 2,537,009$ 3,100$ -$ -$ 29,991$ - - - 751 - - - 12,141 - - - - - - - - 3,100 - - 42,883 - - - - - - - - - - - - - - 1,108,171 - - 410,318 - - - - - - 1,416,407 - - - - - - 2,494,126 - - - - - - - - 1,416,407 410,318 1,108,171 2,494,126 1,419,507$ 410,318$ 1,108,171$ 2,537,009$ Parks and Recreational Facilities Traffic Signals Fire Facilities Restoration Recycling 118 CITY OF PALM DESERT COMBINING BALANCE SHEET OTHER SPECIAL REVENUE FUNDS JUNE 30, 2018 ASSETS: Pooled cash and investments Receivables: Accounts Loans Interest Prepaid costs Due from other governments Inventories Advances to Successor Agency TOTAL ASSETS Liabilities, Deferred Inflows of Resources, and Fund Balances: LIABILITIES: Accounts payable Accrued liabilities Unearned revenues Deposits payable Due to other funds TOTAL LIABILITIES DEFERRED INFLOWS OF RESOURCES: Unavailable revenues Total Deferred Inflows of Resources FUND BALANCES: Nonspendable: Prepaid costs Restricted for: Public safety Street related purposes Low income housing Public facilities Special programs Committed to: Aquatic center Energy loan program TOTAL FUND BALANCES TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES (CONTINUED) 1,513,690$ 123,166$ 1,924,678$ 233,250$ - 16,705 399,715 1,140 3,366,207 - - - 148,595 - - - - - - - - - - - - - 4,868 - - - - - 5,028,492$ 139,871$ 2,329,261$ 234,390$ -$ 12,529$ 161,179$ -$ - - - - - - 33,646 - - - - 148,140 2,138,000 - - - 2,138,000 12,529 194,825 148,140 148,595 - - - 148,595 - - - - - - - - - - 86,250 - - - - - - - - - - - - - 127,342 - - - - 2,134,436 - 2,741,897 - - - 2,741,897 127,342 2,134,436 86,250 5,028,492$ 139,871$ 2,329,261$ 234,390$ Energy Independence Loan Air Quality Management Aquatic Center Cannabis Compliance 119 CITY OF PALM DESERT COMBINING BALANCE SHEET OTHER SPECIAL REVENUE FUNDS JUNE 30, 2018 ASSETS: Pooled cash and investments Receivables: Accounts Loans Interest Prepaid costs Due from other governments Inventories Advances to Successor Agency TOTAL ASSETS Liabilities, Deferred Inflows of Resources, and Fund Balances: LIABILITIES: Accounts payable Accrued liabilities Unearned revenues Deposits payable Due to other funds TOTAL LIABILITIES DEFERRED INFLOWS OF RESOURCES: Unavailable revenues Total Deferred Inflows of Resources FUND BALANCES: Nonspendable: Prepaid costs Restricted for: Public safety Street related purposes Low income housing Public facilities Special programs Committed to: Aquatic center Energy loan program TOTAL FUND BALANCES TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES AND FUND BALANCES 69,535$ 3,260,744$ 8,557$ 21,763,069$ - - - 475,999 - - - 3,381,820 - - - 266,315 1,250 - - 1,250 - 17,078 - 442,772 - - - 4,868 - - - 654,000 70,785$ 3,277,822$ 8,557$ 26,990,093$ 5,949$ 35,610$ -$ 1,246,667$ - - 8,557 9,308 - - - 151,594 - - - 148,140 - - - 2,268,800 5,949 35,610 8,557 3,824,509 - - - 281,928 - - - 281,928 1,250 - - 1,250 - - - 1,202,801 - - - 3,579,943 - - - 2,858,798 - - - 4,405,755 63,586 3,242,212 - 5,958,776 - - - 2,134,436 - - - 2,741,897 64,836 3,242,212 - 22,883,656 70,785$ 3,277,822$ 8,557$ 26,990,093$ Total Other Special Revenue Funds El Paseo Assessment District Landscape and Lighting Districts Nos. 1 - 17 Former RDA Low Income Housing 120 THIS PAGE INTENTIONALLY LEFT BLANK 121 CITY OF PALM DESERT COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OTHER SPECIAL REVENUE FUNDS YEAR ENDED JUNE 30, 2018 REVENUES: Taxes -$ -$ 30,975$ -$ Special assessments collected -- - - Intergovernmental revenues - 1,463,604 - 405,876 Charges for services -- - - Investment earnings 59 24,227 34,599 178 Fines and forfeitures 12,794 - - - Miscellaneous -- 26,699 7,000 TOTAL REVENUES 12,853 1,487,831 92,273 413,054 EXPENDITURES: Current: General government -- - 405,876 Public safety -- - - Parks, recreation and culture -- - - Public works - 2,264,826 - - Housing and redevelopment -- 30,540 - Capital outlay -- - - Debt service: Principal retirement -- - - Interest and fiscal charges -- - - TOTAL EXPENDITURES - 2,264,826 30,540 405,876 EXCESS OF REVENUES OVER (UNDER) EXPENDITURES 12,853 (776,995) 61,733 7,178 OTHER FINANCING SOURCES (USES) Transfers in -- - - Transfers out (13,633) - - - TOTAL OTHER FINANCING SOURCES (USES) (13,633) - - - NET CHANGE IN FUND BALANCES (780) (776,995) 61,733 7,178 FUND BALANCES - BEGINNING OF YEAR 1,444 2,353,099 2,797,065 24,332 FUND BALANCES - END OF YEAR 664$ 1,576,104$ 2,858,798$ 31,510$ Traffic Safety Gas Tax Housing Mitigation Fee Community Development Block Grant 122 CITY OF PALM DESERT COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OTHER SPECIAL REVENUE FUNDS YEAR ENDED JUNE 30, 2018 REVENUES: Taxes Special assessments collected Intergovernmental revenues Charges for services Investment earnings Fines and forfeitures Miscellaneous TOTAL REVENUES EXPENDITURES: Current: General government Public safety Parks, recreation and culture Public works Housing and redevelopment Capital outlay Debt service: Principal retirement Interest and fiscal charges TOTAL EXPENDITURES EXCESS OF REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Transfers in Transfers out TOTAL OTHER FINANCING SOURCES (USES) NET CHANGE IN FUND BALANCES FUND BALANCES - BEGINNING OF YEAR FUND BALANCES - END OF YEAR (CONTINUED) 43,649$ -$ 158,147$ 7,330$ - - - - - 83,291 - - - - - - 15,804 905 12,274 21,852 - - - - - - - - 59,453 84,196 170,421 29,182 - - - - - 81,685 - - - - - - - - - 335,517 - - - - - 1,606 - 98,807 - - - - - - - - - 83,291 - 434,324 59,453 905 170,421 (405,142) - - - - - - - - - - - - 59,453 905 170,421 (405,142) 1,273,375 7,475 1,486,099 1,997,999 1,332,828$ 8,380$ 1,656,520$ 1,592,857$ Child Care Program Public Safety Police Grants New Construction Tax Planned Drainage 123 CITY OF PALM DESERT COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OTHER SPECIAL REVENUE FUNDS YEAR ENDED JUNE 30, 2018 REVENUES: Taxes Special assessments collected Intergovernmental revenues Charges for services Investment earnings Fines and forfeitures Miscellaneous TOTAL REVENUES EXPENDITURES: Current: General government Public safety Parks, recreation and culture Public works Housing and redevelopment Capital outlay Debt service: Principal retirement Interest and fiscal charges TOTAL EXPENDITURES EXCESS OF REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Transfers in Transfers out TOTAL OTHER FINANCING SOURCES (USES) NET CHANGE IN FUND BALANCES FUND BALANCES - BEGINNING OF YEAR FUND BALANCES - END OF YEAR 17,054$ 16,512$ 21,766$ -$ - - - - - - - 9,091 - - - 345,834 17,882 4,912 13,318 31,757 - - - - - - - 51 34,936 21,424 35,084 386,733 - - - 300,458 - - - - - - - 18,879 - 780 - 227,065 - - - - 66,700 - - 78,876 - - - - - - - - 66,700 780 - 625,278 (31,764) 20,644 35,084 (238,545) - - - - - - - (284) - - - (284) (31,764) 20,644 35,084 (238,829) 1,448,171 389,674 1,073,087 2,732,955 1,416,407$ 410,318$ 1,108,171$ 2,494,126$ Parks and Recreational Facilities Traffic Signals Fire Facilities Restoration Recycling 124 CITY OF PALM DESERT COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OTHER SPECIAL REVENUE FUNDS YEAR ENDED JUNE 30, 2018 REVENUES: Taxes Special assessments collected Intergovernmental revenues Charges for services Investment earnings Fines and forfeitures Miscellaneous TOTAL REVENUES EXPENDITURES: Current: General government Public safety Parks, recreation and culture Public works Housing and redevelopment Capital outlay Debt service: Principal retirement Interest and fiscal charges TOTAL EXPENDITURES EXCESS OF REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Transfers in Transfers out TOTAL OTHER FINANCING SOURCES (USES) NET CHANGE IN FUND BALANCES FUND BALANCES - BEGINNING OF YEAR FUND BALANCES - END OF YEAR (CONTINUED) -$ -$ -$ -$ - - - - - 120,767 - - - - 802,946 86,793 283,086 1,092 18,878 977 - - - - - - - - 283,086 121,859 821,824 87,770 5,516 54,028 - - - - - 1,520 - - 1,441,061 - - - - - - - - - - - 38,640 - 108,000 - - - 189,980 - - - 303,496 54,028 1,479,701 1,520 (20,410) 67,831 (657,877) 86,250 - - 657,877 - - - - - - - 657,877 - (20,410) 67,831 - 86,250 2,762,307 59,511 2,134,436 - 2,741,897$ 127,342$ 2,134,436$ 86,250$ Energy Independence Loan Air Quality Management Aquatic Center Cannabis Compliance 125 CITY OF PALM DESERT COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES OTHER SPECIAL REVENUE FUNDS YEAR ENDED JUNE 30, 2018 REVENUES: Taxes Special assessments collected Intergovernmental revenues Charges for services Investment earnings Fines and forfeitures Miscellaneous TOTAL REVENUES EXPENDITURES: Current: General government Public safety Parks, recreation and culture Public works Housing and redevelopment Capital outlay Debt service: Principal retirement Interest and fiscal charges TOTAL EXPENDITURES EXCESS OF REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) Transfers in Transfers out TOTAL OTHER FINANCING SOURCES (USES) NET CHANGE IN FUND BALANCES FUND BALANCES - BEGINNING OF YEAR FUND BALANCES - END OF YEAR -$ -$ -$ 295,433$ 245,387 826,674 - 1,072,061 ---2,082,629 ---1,235,573 -35,450 -517,250 ---12,794 ---33,750 245,387 862,124 -5,249,490 231,722 - - 997,600 ---83,205 ---1,459,940 -642,285 - 3,470,473 --526,684 557,224 ---284,629 ---108,000 -- -189,980 231,722 642,285 526,684 7,151,051 13,665 219,839 (526,684) (1,901,561) -80,800 526,684 1,265,361 -- -(13,917) -80,800 526,684 1,251,444 13,665 300,639 -(650,117) 51,171 2,941,573 -23,533,773 64,836$ 3,242,212$ -$ 22,883,656$ El Paseo Assessment District Landscape and Lighting Districts Nos. 1 - 17 Former RDA Low Income Housing Total Other Special Revenue Funds 126 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE TRAFFIC SAFETY YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 1,444$ 1,444$ 1,444$ -$ Resources (Inflows): Investment earnings 100 100 59 (41) Fines and forfeitures 135,000 135,000 12,794 (122,206) Amounts Available for Appropriations 136,544 136,544 14,297 (122,247) Charges to Appropriation (Outflow): Transfers out 135,000 135,000 13,633 121,367 Total Charges to Appropriations 135,000 135,000 13,633 121,367 Budgetary Fund Balance, June 30 1,544$ 1,544$ 664$ (880)$ 127 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE GAS TAX YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 2,353,099$ 2,353,099$ 2,353,099$ -$ Resources (Inflows): Intergovernmental 1,381,145 1,859,892 1,463,604 (396,288) Investment earnings 2,000 2,000 24,227 22,227 Amounts Available for Appropriations 3,736,244 4,214,991 3,840,930 (374,061) Charges to Appropriation (Outflow): Public works 1,500,000 2,778,747 2,264,826 513,921 Total Charges to Appropriations 1,500,000 2,778,747 2,264,826 513,921 Budgetary Fund Balance, June 30 2,236,244$ 1,436,244$ 1,576,104$ 139,860$ 128 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE HOUSING MITIGATION FEE YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 2,797,065$ 2,797,065$ 2,797,065$ -$ Resources (Inflows): Taxes 111,900 111,900 30,975 (80,925) Investment earnings 15,000 15,000 34,599 19,599 Miscellaneous - - 26,699 26,699 Amounts Available for Appropriations 2,923,965 2,923,965 2,889,338 (34,627) Charges to Appropriation (Outflow): Housing and redevelopment 310,000 310,000 30,540 279,460 Total Charges to Appropriations 310,000 310,000 30,540 279,460 Budgetary Fund Balance, June 30 2,613,965$ 2,613,965$ 2,858,798$ 244,833$ 129 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE COMMUNITY DEVELOPMENT BLOCK GRANT YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 24,332$ 24,332$ 24,332$ -$ Resources (Inflows): Intergovernmental 294,000 294,000 405,876 111,876 Investment earnings - - 178 178 Miscellaneous - - 7,000 7,000 Amounts Available for Appropriations 318,332 318,332 437,386 119,054 Charges to Appropriation (Outflow): General government 294,000 415,669 405,876 9,793 Total Charges to Appropriations 294,000 415,669 405,876 9,793 Budgetary Fund Balance, June 30 24,332$ (97,337)$ 31,510$ 128,847$ 130 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE CHILD CARE PROGRAM YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 1,273,375$ 1,273,375$ 1,273,375$ -$ Resources (Inflows): Taxes 68,700 68,700 43,649 (25,051) Investment earnings 4,000 4,000 15,804 11,804 Amounts Available for Appropriations 1,346,075 1,346,075 1,332,828 (13,247) Charges to Appropriation (Outflow): Capital outlay - 1,079,440 - 1,079,440 Total Charges to Appropriations - 1,079,440 - 1,079,440 Budgetary Fund Balance, June 30 1,346,075$ 266,635$ 1,332,828$ 1,066,193$ 131 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE PUBLIC SAFETY POLICE GRANTS YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 7,475$ 7,475$ 7,475$ -$ Resources (Inflows): Intergovernmental 100,000 100,000 83,291 (16,709) Investment earnings - - 905 905 Amounts Available for Appropriations 107,475 107,475 91,671 (15,804) Charges to Appropriation (Outflow): Public safety 100,000 100,000 81,685 18,315 Capital outlay - - 1,606 (1,606) Total Charges to Appropriations 100,000 100,000 83,291 16,709 Budgetary Fund Balance, June 30 7,475$ 7,475$ 8,380$ 905$ 132 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE NEW CONSTRUCTION TAX YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 1,486,099$ 1,486,099$ 1,486,099$ -$ Resources (Inflows): Taxes 288,300 288,300 158,147 (130,153) Investment earnings 6,000 6,000 12,274 6,274 Amounts Available for Appropriations 1,780,399 1,780,399 1,656,520 (123,879) Budgetary Fund Balance, June 30 1,780,399$ 1,780,399$ 1,656,520$ (123,879)$ 133 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE PLANNED DRAINAGE YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 1,997,999$ 1,997,999$ 1,997,999$ -$ Resources (Inflows): Taxes 75,000 75,000 7,330 (67,670) Investment earnings 3,100 3,100 21,852 18,752 Amounts Available for Appropriations 2,076,099 2,076,099 2,027,181 (48,918) Charges to Appropriation (Outflow): Public works 80,000 1,515,113 335,517 1,179,596 Capital outlay - 100,000 98,807 1,193 Total Charges to Appropriations 80,000 1,615,113 434,324 1,180,789 Budgetary Fund Balance, June 30 1,996,099$ 460,986$ 1,592,857$ 1,131,871$ 134 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE PARKS AND RECREATIONAL FACILITIES YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 1,448,171$ 1,448,171$ 1,448,171$ -$ Resources (Inflows): Taxes 475,000 475,000 17,054 (457,946) Investment earnings 9,600 9,600 17,882 8,282 Amounts Available for Appropriations 1,932,771 1,932,771 1,483,107 (449,664) Charges to Appropriation (Outflow): Capital outlay 175,000 295,000 66,700 228,300 Total Charges to Appropriations 175,000 295,000 66,700 228,300 Budgetary Fund Balance, June 30 1,757,771$ 1,637,771$ 1,416,407$ (221,364)$ 135 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE TRAFFIC SIGNALS YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 389,674$ 389,674$ 389,674$ -$ Resources (Inflows): Taxes 50,000 50,000 16,512 (33,488) Investment earnings 1,300 1,300 4,912 3,612 Amounts Available for Appropriations 440,974 440,974 411,098 (29,876) Charges to Appropriation (Outflow): Public works 175,000 350,000 780 349,220 Total Charges to Appropriations 175,000 350,000 780 349,220 Budgetary Fund Balance, June 30 265,974$ 90,974$ 410,318$ 319,344$ 136 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE FIRE FACILITIES RESTORATION YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 1,073,087$ 1,073,087$ 1,073,087$ -$ Resources (Inflows): Taxes 83,700 83,700 21,766 (61,934) Investment earnings 3,500 3,500 13,318 9,818 Amounts Available for Appropriations 1,160,287 1,160,287 1,108,171 (52,116) Charges to Appropriation (Outflow): Capital outlay - 1,000,171 - 1,000,171 Total Charges to Appropriations - 1,000,171 - 1,000,171 Budgetary Fund Balance, June 30 1,160,287$ 160,116$ 1,108,171$ 948,055$ 137 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE RECYCLING YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 2,732,955$ 2,732,955$ 2,732,955$ -$ Resources (Inflows): Intergovernmental - - 9,091 9,091 Charges for services 140,000 140,000 345,834 205,834 Investment earnings 10,000 10,000 31,757 21,757 Miscellaneous - - 51 51 Amounts Available for Appropriations 2,882,955 2,882,955 3,119,688 236,733 Charges to Appropriation (Outflow): General government 494,875 544,388 300,458 243,930 Parks, recreation and culture 30,000 30,000 18,879 11,121 Public works 140,000 340,000 227,065 112,935 Capital outlay 185,000 205,000 78,876 126,124 Transfers out 40,000 40,000 284 39,716 Total Charges to Appropriations 889,875 1,159,388 625,562 533,826 Budgetary Fund Balance, June 30 1,993,080$ 1,723,567$ 2,494,126$ 770,559$ 138 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE ENERGY INDEPENDENCE LOAN YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 2,762,307$ 2,762,307$ 2,762,307$ -$ Resources (Inflows): Investment earnings 542,500 542,500 283,086 (259,414) Amounts Available for Appropriations 3,304,807 3,304,807 3,045,393 (259,414) Charges to Appropriation (Outflow): General government 10,000 10,000 5,516 4,484 Debt service: Principal retirement 108,000 108,000 108,000 - Interest and fiscal charges 189,980 189,980 189,980 - Total Charges to Appropriations 307,980 307,980 303,496 4,484 Budgetary Fund Balance, June 30 2,996,827$ 2,996,827$ 2,741,897$ (254,930)$ 139 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE AIR QUALITY MANAGEMENT YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 59,511$ 59,511$ 59,511$ -$ Resources (Inflows): Intergovernmental 64,000 64,000 120,767 56,767 Investment earnings 300 300 1,092 792 Amounts Available for Appropriations 123,811 123,811 181,370 57,559 Charges to Appropriation (Outflow): General government 50,750 50,750 54,028 (3,278) Capital outlay 7,000 7,000 - 7,000 Total Charges to Appropriations 57,750 57,750 54,028 3,722 Budgetary Fund Balance, June 30 66,061$ 66,061$ 127,342$ 61,281$ 140 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE AQUATIC CENTER YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 2,134,436$ 2,134,436$ 2,134,436$ -$ Resources (Inflows): Charges for services 795,550 795,550 802,946 7,396 Investment earnings 7,000 7,000 18,878 11,878 Transfers in 680,000 680,000 657,877 (22,123) Amounts Available for Appropriations 3,616,986 3,616,986 3,614,137 (2,849) Charges to Appropriation (Outflow): Parks, recreation and culture 1,432,550 1,432,550 1,441,061 (8,511) Capital outlay 50,000 66,191 38,640 27,551 Total Charges to Appropriations 1,482,550 1,498,741 1,479,701 19,040 Budgetary Fund Balance, June 30 2,134,436$ 2,118,245$ 2,134,436$ 16,191$ 141 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE CANNABIS COMPLIANCE YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 -$ -$ -$ -$ Resources (Inflows): Charges for services - 100,000 86,793 (13,207) Investment earnings - - 977 977 Amounts Available for Appropriations - 100,000 87,770 (12,230) Charges to Appropriation (Outflow): Public safety - 100,000 1,520 98,480 Total Charges to Appropriations - 100,000 1,520 98,480 Budgetary Fund Balance, June 30 -$ -$ 86,250$ 86,250$ 142 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE EL PASEO ASSESSMENT DISTRICT YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 51,171$ 51,171$ 51,171$ -$ Resources (Inflows): Assessments 250,000 250,000 245,387 (4,613) Amounts Available for Appropriations 301,171 301,171 296,558 (4,613) Charges to Appropriation (Outflow): General government 250,000 250,000 231,722 18,278 Total Charges to Appropriations 250,000 250,000 231,722 18,278 Budgetary Fund Balance, June 30 51,171$ 51,171$ 64,836$ 13,665$ 143 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE LANDSCAPE AND LIGHTING DISTRICT NOS 1 -17 YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 2,941,573$ 2,941,573$ 2,941,573$ -$ Resources (Inflows): Assessments 830,381 830,381 826,674 (3,707) Investment earnings 1,400 1,400 35,450 34,050 Transfers in 100,000 100,000 80,800 (19,200) Amounts Available for Appropriations 3,873,354 3,873,354 3,884,497 11,143 Charges to Appropriation (Outflow): Public works 869,055 876,557 642,285 234,272 Total Charges to Appropriations 869,055 876,557 642,285 234,272 Budgetary Fund Balance, June 30 3,004,299$ 2,996,797$ 3,242,212$ 245,415$ 144 CITY OF PALM DESERT BUDGETARY COMPARISON SCHEDULE FORMER RDA LOW INCOME HOUSING YEAR ENDED JUNE 30, 2018 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, July 1 -$ -$ -$ -$ Resources (Inflows): Transfers in 532,870 532,870 526,684 (6,186) Amounts Available for Appropriations 532,870 532,870 526,684 (6,186) Charges to Appropriation (Outflow): Housing and redevelopment 531,870 531,870 526,684 5,186 Capital outlay 1,000 1,000 - 1,000 Total Charges to Appropriations 532,870 532,870 526,684 6,186 Budgetary Fund Balance, June 30 -$ -$ -$ -$ 145