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HomeMy WebLinkAboutCouncil Presentation 12-18-2018 Year End PresentationFiscal Year 2017-2018 Audit Summary and Final Results Yiannis Kalaitzidis, CPA Finance Director December 18, 2018 AUDIT SUMMARY Auditors’ Report on the Financial Statements •Unmodified Opinion -Financial Statements are fairly presented in accordance with Generally Accepted Accounting Principles (GAAP). •Compliance on Internal Controls over Financial Reporting Other issues discussed •Restatement of Wastewater asset balances •Difficulties Encountered in Performing the Audit •Corrected and Uncorrected Misstatements •Disagreements with Management AUDIT SUMMARY •Annual Expenditure Limitation Report •Town’s voter-approved alternative expenditure limitation for 2018 was $200.4 million. Actual expenditures were $76.9 million. •No Single Audit •Audit report required when federal expenditures exceed $750,000 •F/Y 2018 federal expenditures were $562,798 (unaudited) FINAL RESULTS –GENERAL FUND Budgeted Amounts Original Final Actual Percent of Budget Revenues $43,851,991 $43,851,991 $46,611,438 106.3% Expenditures 46,715,336 46,365,336 37,738,018 81.4% Excess (deficiency) of revenues over expenditures (2,863,345)(2,513,345)8,873,420 -353.1% Other financing sources (uses)(5,957,870)(5,957,870)(4,292,608) Changes in fund balances (8,821,215)(8,471,215)4,580,812 Fund balances, beginning of year 25,007,111 25,007,111 25,007,111 Fund balances, end of year $16,185,896 $16,535,896 $29,587,923 FINAL RESULTS –HIGHWAY USER REVENUE FUND Budgeted Amounts Original Final Actual Percent of Budget Revenues $3,463,025 $3,463,025 $3,331,900 96.2% Expenditures 3,678,138 3,678,138 2,836,561 77.1% Excess (deficiency) of revenues over expenditures (215,113)(215,113)495,339 -230.3% Changes in fund balances (215,113)(215,113)495,339 Fund balances, beginning of year 1,360,670 1,360,670 1,360,670 Fund balances, end of year $1,145,557 $1,145,557 $1,856,009 FINAL RESULTS –BED TAX FUND Budgeted Amounts Original Final Actual Percent of Budget Revenues $989,558 $989,558 $1,327,289 134.1% Expenditures 989,558 989,558 831,818 84.1% Excess (deficiency) of revenues over expenditures --495,471 Changes in fund balances --495,471 Fund balances, beginning of year 924,657 924,657 924,657 Fund balances, end of year $924,657 $924,657 $1,420,128 FINAL RESULTS –½ CENT TAX FUND Budgeted Amounts Original Final Actual Percent of Budget Revenues $5,579,676 $5,579,676 $5,537,475 99.2% Expenditures 17,175,455 17,175,455 11,508,382 67.0% Excess (deficiency) of revenues over expenditures (11,595,779)(11,595,779)(5,970,907)51.5% Other financing sources (uses)620,248 Changes in fund balances (11,595,779)(11,595,779)(5,350,659) Fund balances, beginning of year 8,410,751 8,410,751 8,410,751 Fund balances, end of year ($3,185,028)($3,185,028)$3,060,092 FINAL RESULTS –TRANSPORTATION FUND Budgeted Amounts Original Final Actual Percent of Budget Revenues $7,018,183 $7,018,183 $7,539,604 107.4% Expenditures 18,343,836 18,343,836 3,756,972 20.5% Excess (deficiency) of revenues over expenditures (11,325,653)(11,325,653)3,782,632 -33.4% Other financing sources (uses)(641,740)(641,740)413,056 Changes in fund balances (11,967,393)(11,967,393)4,195,688 Fund balances, beginning of year 12,828,852 12,828,852 12,828,852 Fund balances, end of year $861,459 $861,459 $17,024,540 FINAL RESULTS –ENTERPRISE FUNDS Water Wastewater Airport Total Operating revenues $5,611,051 $1,502,216 $321,712 $7,434,979 Operating expenses 5,910,906 2,715,821 1,816,222 10,442,949 Operating loss (299,855)(1,213,605)(1,494,510)(3,007,970) Nonoperating revenue (expense)(29,924)(1,733,332)-(1,763,256) Contributions and transfers 7,136,126 605,960 273,254 8,015,340 Changes in net position 6,806,347 (2,340,977)(1,221,256)3,244,114 Net position, beginning of year 29,061,379 44,272,393 15,279,544 88,613,316 Net position, end of year $35,867,726 $41,931,416 $14,058,288 $91,857,430 Questions?