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09
City of Pleasanton
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2008
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060308
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5/29/2008 10:55:56 AM
Creation date
5/28/2008 3:16:28 PM
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CITY CLERK
CITY CLERK - TYPE
STAFF REPORTS
DOCUMENT DATE
6/3/2008
DESTRUCT DATE
15 Y
DOCUMENT NO
09
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THE CITY OF ^ <br />Quarterly Financial Report <br />- - - - =~= ~~~ Operating Budget <br />~ L ~ ~ S~4 N TONo Third Quarter of FY 2007-08 <br />as o_f Msr+ch 31, 2008 <br />a - s ~ ''*J <br />;r - <br />i. '+d: <br />.: <br />Current Financial Condition <br />This report summarizes the City's overall financial position for the fiscal year through <br />March 31, 2008. 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 Revenues <br />With 75% of the fiscal year completed, 57.5% of budgeted revenues have been <br />received and 65.5% of budgeted expenditures have been realized. General taxes are <br />expected to perform within the revised budget estimates even though only 57.5% of <br />overall revenues have been received. This is because the remainder of property tax will <br />not be received until May and sales tax earned in May and June will not be received <br />until after the end of the fiscal year. Property taxes and sales tax comprise over 80% <br />of budgeted revenues. In addition, the Interfund revenues are not booked until year <br />end which also results in overall mid-year revenues being below 75%. <br />~~~ Good. Positive Indicator Caution. Unsettled Indicator ~ Problem. Negative Indicator <br />
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