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Summary of Revenues, Expenditures and Fund Balance <br />FISCAL YEAR 2004-05 <br />Summary of Resources <br />Summary of Ex enditures <br />Actual <br />Adopted <br />YTD Revenue <br />(3) <br />Beginning <br />Revenue <br />Budget <br />Total <br />YTD <br />Expenditure <br />Total <br />Fund Balance * <br />Budget <br />Adjustments <br />Resources <br />Budget <br />Adjustments Expenditures <br />General <br />$ 34,660,788 <br />$ 68,720,133 <br />$ 192,887 <br />103,573,808 <br />$ 72,813,586 <br />$ 227,600 $ <br />73,041,186 <br />Street Traffic Improvements (DFSI) <br />1,707,949 <br />256,585 <br />1,964,534 <br />1,747,614 <br />1,747,614 <br />Park Development Fees <br />841,078 <br />77,474 <br />918,552 <br />27,383 <br />27,383 <br />Parking <br />208,254 <br />265,105 <br />473,359 <br />353,884 <br />353,884 <br />Special Gas Tax (2105) <br />279,760 <br />1,634,803 <br />1,914,563 <br />1,985,974 <br />1,985,974 <br />Measure B Fund <br />1,871,866 <br />1,223,596 <br />10,761,442 <br />13,856,904 <br />13,856,904 <br />- <br />13,856,904 <br />Traffic Congestion Relief <br />177,454 <br />- <br />177,454 <br />76,585 <br />76,585 <br />Heron Bay <br />1,010,195 <br />266,100 <br />1;276,295 <br />853,454 <br />853,454 <br />Cherrywood Maintenance <br />63,676 <br />19,124 <br />82,800 <br />6,827 <br />6,827 <br />Grants <br />2,002,937 <br />3,019,316 <br />7,305,537 <br />12,327,790 <br />12,279,354 <br />48,436 <br />12,327,790 <br />Community Dev. Block Grant (CDBG) <br />103,078 <br />1,984,652 <br />928,689 <br />3,016,419 <br />3,016,419 <br />- <br />3,016,419 <br />Home Grant Housing (1) <br />(51,912) <br />334,736 <br />686,744 <br />969,568 <br />969,568 <br />- <br />969,568 <br />Business Improvement District <br />- <br />- <br />175,975 <br />175,975 <br />- <br />175,975 <br />175,975 <br />Capital Improvements <br />9,931,401 <br />3,505,100 <br />5,797,396 <br />19,233,897 <br />18,788,944 <br />50,000 <br />18,838,944 <br />Capital Improvements - Multi -Funded <br />162,416 <br />- <br />116,169 <br />278,585 <br />259,560 <br />- <br />259,560 <br />CFD # 1 Cherrywood <br />492,869 <br />- <br />492,869 <br />190,830 <br />190,830 <br />S. L. Hillside Geological Abatement <br />49,326 <br />- <br />49,326 <br />49,194 <br />49,194 <br />Assessment District Debt <br />727,859 <br />306,116 <br />1,033,975 <br />323,537 <br />323,537 <br />Cherrywood Debt <br />796,185 <br />449,993 <br />1,246,178 <br />506,463 <br />506,463 <br />Public Financing Authority <br />2,868,119 <br />2,735,355 <br />5,603,474 <br />2,735,355 <br />2,735,355 <br />SL Housing Finance Corporation <br />358,182 <br />1,308,515 <br />1,666,697 <br />1,458,717 <br />1,458,717 <br />Water Pollution Control <br />20,623,436 <br />9,859,460 <br />30,482,896 <br />21,865,540 <br />21,865,540 <br />Environmental Services <br />1,383,536 <br />1,240,942 <br />2,624,478 <br />1,486,037 <br />1,486,037 <br />Shoreline Fund <br />(6,918,122) <br />2,333,001 <br />16,355 <br />(4,568,766) <br />4,786,568 <br />35,652 <br />4,822,220 (C) <br />Storm Water <br />220,957 <br />1,057,048 <br />1,278,005 <br />1,208,203 <br />1,208,203 <br />Building Maintenance <br />69,336 <br />3,482,123 <br />- <br />3,551,459 <br />2,957,903 <br />5,400 <br />2,963,303 <br />Information Services <br />1,028,780 <br />3,791,377 <br />4,820,157 <br />4,026,364 <br />4,026,364 <br />Insurance (2) <br />(75,365) <br />4,965,205 <br />4,889,840 <br />5,027,605 <br />5,027,605 <br />Equipment Maintenance <br />3,204,432 <br />2,176,454 <br />5,382,886 <br />4,412,182 <br />4,412,182 <br />Economic Development <br />53,155 <br />227,718 <br />- <br />280,873 <br />238,862 <br />4,186 <br />243,048 <br />RDA - Plaza Area <br />6,499,299 <br />1,943,647 <br />179,501 <br />3,622,447 <br />6,231,018 <br />652,656 <br />6,883,674 <br />RDA - Joint Project Area <br />890,234 <br />1,680,812 <br />2,571,046 <br />2,176,889 <br />2,176,889 <br />RDA - W. San Leandro/MacArthur Area <br />6,670,820 <br />1,416,908 <br />- <br />8,087,728 <br />3,280,347 <br />49,348 <br />3,329,695 <br />RDA - Housing Set -Aside <br />2,958,751 <br />1,561,054 <br />4,519,805 <br />4,721,920 <br />4,721,920 <br />RDA - Debt Service Fund <br />2,091,874 <br />2,134,238 <br />2,153 <br />4,228,265 <br />2,134,238 <br />2,153 <br />2,136,391 <br />Estimated <br />06/30/05 <br />Ending Fund <br />Balance <br />30,532,622 (A) <br />216,920 <br />891,169 <br />119,475 <br />(71,411) <br />100,869 <br />422,841 <br />75,973 <br />394,953 <br />19,025 <br />302,039 <br />132 <br />710,438 <br />739,715 <br />2,868,119 <br />207,980 <br />8,617,356 <br />1,138,441 <br />(9,390,986) <br />69,802 <br />588,156 <br />793,793 <br />(137,765) <br />970,704 <br />37,825 <br />1,738,773 <br />394,157 <br />4,75B4O33 <br />(202,115) <br />2,091,874 <br />$ 96,962,603 $ 123 978 690 $ 26,162,848 $ 247,104,141 $ 196,853,828 $ 1,251,406 $ 198,105,234 $ 48,998,907 <br />* As adjusted, per year end closing and audit. <br />(1) Receivable to be received and recorded in F.Y. 2004-05. <br />(2) Loss in Investment Fair Market Value to adjust in future rates. <br />(3) Includes carry-overs in the amount of $62,925,651 and $11,000 from September 20, 2004 Council Meeting. <br />(4) The projected General Fund balance for Undesignated funds and Economic Uncertainty and Major Emergencies <br />as of June 30, 2005 is 10 million. The adopted budget included a $3.2 million draw on the use of Economic Uncertainty <br />reserves to cover public safety cost increases in 2004-05. <br />Footnotes A,B,C,D: Please see attached analysis for additional detail of adjustments. <br />(B) <br />(D) <br />(D) <br />