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03
City of Pleasanton
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CITY CLERK
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2008
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030408
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03
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2/29/2008 9:57:09 AM
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2/29/2008 9:00:57 AM
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CITY CLERK
CITY CLERK - TYPE
STAFF REPORTS
DOCUMENT DATE
3/4/2008
DESTRUCT DATE
15 Y
DOCUMENT NO
03
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THE CITY OF <br />Quarterly Financial Report <br />-- <br />- - =_" ~~~ Operating Budget <br />~ L~ ~S~NTONo Second Quarter of FY 2007-08 <br />as of December 31, 2007 <br />,;_a.a <br />,.,_ ,. <br />,.. - _ <br />Current Financial Condition <br />This report summarizes the City's overall financial position for the fiscal year through <br />December 31, 2007. The City's financial condition at the end of the second quarter is <br />stable. This stability is due in large part to the $2.2 million budget adjustment made in <br />the first quarter of 2007-08. The General Fund budget is on track as a result of making <br />reductions in revenues and offsetting reductions in expenditures. The need for the first <br />quarter reductions was the result of sales taxes, property taxes, and development <br />services fees not performing as well as assumed in the original budget. All General <br />Fund budget figures in this report are adjusted based on the first quarter reductions. <br />General Fund <br />With 50% of the fiscal year completed, 42% of budgeted revenues have been received <br />and 42% of budgeted expenditures have been realized. General taxes are expected to <br />perform within the revised budget estimates even though only 42% of overall revenues <br />have been received. This is because the remainder of property tax will not be received <br />until May and sales tax earned in May and June will not be received until after the end <br />of the fiscal year. Property taxes and sales tax comprise over 80% of budgeted <br />revenues. In addition, the Interfund revenues are not booked until year end which also <br />results in overall mid-year revenues being below 50%. <br />~•~~ Good. Positive Indicator ~ Caution. Unsettled Indicator ~ Problem. Negative Indicator <br />
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