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HomeMy WebLinkAbout2021 Quarterly Report - 4th QuarterDecember 2021 Quarterly Financial Report Prepared by Richa Sigdel, Finance Director Overview The intent of this report is to provide an overview of activity in all of the City's major funds through December 31, 2021. Despite the concerns surrounding the Omnicron variant, the economy continues to surprise us and remain robust. The American Rescue Plan Act (ARPA) funds and new federal grant opportunities for infrastructure are expected to directly assist the City, but also help continue the economic vitalization of the community. Quarterly Financial Report / Page 2 Employment is a key indicator of the economic health of the community. The preliminary unemployment rate for Franklin County was 5.5%, greater than the state's average of 4.5%, but a decrease from 8.1% from the prior year. Historically, the County's 3-year average unemployment rate during the same period has been 7.7%. This decrease in unemployment is a good indicator of the availability of jobs in the region. Another economic indicator is permit activity; it demonstrates not only the growth and attractiveness of the community but also increased revenue in building-related sales tax revenue. As the table below indicates, overall permit activity has more than doubled on a year- over-year basis. Furthermore, an increase in commercial activity bodes well for the city. This means an increased economic base to generate higher sales taxes. In the past, City of Pasco residents have spent their income outside of the community, resulting in the City losing out on significant sales tax revenue. Finally, the number of active business licenses at the end of 2021 was 4,718 an increase of 400 from the prior year. It is important to note that due to the pandemic, there has been a significant shift in operations for the City and the Department of Revenue (DOR). Both entities have not been pursuing delinquent business licenses and this number could change as the normal process is resumed. Quarterly Financial Report / Page 3 Growth in commercial base of the City is providing residents the opportunity to spend their income within the community will continue to result in City's ability to provide services at affordable rates in the future. Similarly, in a landmark case known as South Dakota v. Wayfair, Supreme Court decided that retail businesses no longer had to have a physical presence in a state to be potentially liable to collect state sales taxes. The enactment of this law coupled with increased online purchasing has helped the City meet and exceed its revenue goals. The City also benefitted from construction sales tax generated from major permitting activities, especially construction by large commercial and industrial partners. These taxes are one-time in nature but the City anticipates more of these projects to help increase its sales tax base for next 2-4 years. The sales tax for 2021 exceeded the target by $2 million, at $18.6M. This represents an increase of 24% over the prior year. Taking out a large one-time project, the increase is closer to 14%. The adjoining graph shows the significant growth in 2021. Sales Tax C i t y S t r e e t F u n d A r t e r i a l S t r e e t F u n d I -1 8 2 C o r r i d o r T r a f f i c I m p a c t F u n d S t r e e t O v e r l a y F u n d C o m m u n i t y D e v e l o p m e n t G r a n t F u n d C D B G H O M E N S P M .L . K i n g J r . C o m m u n i t y C e n t e r F u n d A m b u l a n c e S e r v i c e s F u n d C i t y V i e w C e m e t e r y F u n d B o u l e v a r d P e r p e t u a l M a i n t e n a n c e F u n d A t h l e t i c P r o g r a m F u n d G o l f C o u r s e S e n i o r C e n t e r O p e r a t i n g F u n d M u l t i -M o d a l F a c i l i t y F u n d S c h o o l I m p a c t F e e s R i v e r s h o r e T r a i l & M a r i n a M a i n t e n a n c e F u n d S p e c i a l L o d g i n g A s s e s s m e n t F u n d L i t t e r A b a t e m e n t F u n d R e v o l v i n g A b a t e m e n t F u n d T r a c D e v e l o p m e n t & O p e r a t i n g F u n d P a r k D e v e l o p m e n t F u n d C a p i t a l I m p r o v e m e n t s F u n d (R E E T ) E c o n o m i c & I n d u s t r i a l D e v e l o p m e n t F u n d S t a d i u m / C o n v e n t i o n C e n t e r F u n d H o t e l /M o t e l E x c i s e T a x G e n e r a l F u n d - G e n e r a l F u n d S p e c i a l R e v e n u e F u n d Annual Financial Report / Page 4 Types of Funds W a t e r F u n d S e w e r F u n d I r r i g a t i o n F u n d P r o c e s s W a t e r R e u s e F a c i l i t y F u n d S t o r m w a t e r F u n d E q u i p m e n t R e n t a l O p e r a t i o n s F u n d - G o v e r n m e n t T y p e E q u i p m e n t R e n t a l O p e r a t i o n s F u n d - P r o p r i e t a r y T y p e E q u i p m e n t R e n t a l R e p l a c e m e n t F u n d - G o v e r n m e n t T y p e E q u i p m e n t R e n t a l R e p l a c e m e n t F u n d - P r o p r i e t a r y T y p e M e d i c a l /D e n t a l I n s u r a n c e F u n d M e d i c a l /D e n t a l I n s u r a n c e F u n d D e n t a l C e n t r a l S t o r e s F u n d E n t e r p r i s e F u n d I n t e r n a l S e r v i c e F u n d Annual Financial Report / Page 5 Types of Funds General Property Tax Other Tax Retail Sales Tax Utility Tax Licenses & Permits Intergovernmental Charges for Goods and Services Fine and Penalties Miscellaneous Debt Principal Transfers and Subsidy - Revenue Licenses & Permits Intergovernmental Charges for Goods and Services Fines and Penalties Miscellaneous Debt Interest Debt Principal Transfers and Subsidy - Revenue Utility Tax Hotel/Motel SalesTax Real Estate Excise Tax Licenses & Permits Intergovernmental Charges for Goods and Services Fine and Penalties Miscellaneous Debt Principal Transfers and Subsidy - Revenue Intergovernmental Miscellaneous Transfers and Subsidy - Revenue Charges for Goods and Services Miscellaneous Debt Principal Transfers and Subsidy - Revenue PFD Sales Tax Intergovernmental Charges for Goods and Services Miscellaneous 23,554,637 2,342,780 38,315,746 23,947,157 5,806,781 16,508,804 17,898,565 2,066,354 4,591,272 586,528 1,269,762 527,878 35,702,000 64,633,213 0 17,618,454 4,749,442 3,285,273 26,347,095 2,057,588 757,002 4,400,000 813,400 28,028,515 26,340,795 280,000 3,384,065 64,291 21,472,778 32,608,038 6,595,047 39,850,976 79,054,061 21,728,692 293,110 0 0 2,021,802 1,000,000 0 40,000 400 11,496,330 1,466,522 22,789,546 10,863,886 3,649,967 6,185,189 8,767,672 1,066,369 951,652 784,801 803,492 258,603 7,046,033 33,196,262 500 321,588 3,068,799 7,957,388 9,732,565 0 666,312 4,236,720 466,470 9,053,377 13,160,731 262,390 1,542,144 127,643 19,357,607 7,107,596 775,894 14,488,778 22,372,268 11,564,763 212,718 -923,914 11,970 10,865,538 788,711 60,000 20,000 0 49% 63% 59% 45% 63% 37% 49% 52% 21% 134% 63% 49% 20% 51% 0% 2% 65% 242% 37% 40% 0% 88% 96% 57% 32% 50% 94% 46% 199% 90% 22% 12% 36% 28% 53% 73% 0% 0% 49% 79% 0% 50% 0% Fund Category General Fund General Fund Total Enterprise Fund Enterprise Fund Total Special Revenue Fund Special Revenue Fund Total Construction Fund Construction Fund Total Internal Service Fund Internal Service Fund Total Pasco Public Facility District Pasco Public Facility District Total Grand Total Category Name 152,863,355 136,888,386 1,040,400 479,466,438 Budget 868,711 213,387,072 Actual 83% 45% % Received 68,825,425 50% 61,581,737 48,873,39387,598,434 56% Revenue A N N U A L F I N A N C I A L R E P O R T / P A G E 6 Revenues outside of the miscellaneous and intergovernmental categories, all revenue streams are within or exceeding expectations. Tourism-related industries are making a faster comeback than the budget anticipated. Similarly, higher home values and sale activity is also resulting in record Real Estate Excise Taxes. Higher than anticipated debt principal revenue is related to interfund loans within utility services and its offset can be seen in expenses. Growth in taxable sales, housing prices, and faster return of tourism has resulted the city to be in better financial state than before the pandemic. Intergovernmental category is related to funds received from other local, state, and federal agencies. This category is tied to our capital efforts as large portion of interagovernmental activities are related grants for capital projects. Miscellaneous is a catch all category that also includes future bonds that might be issued if the project meets its anticipated schedule. In this particular case, this category includes almost $20 million in anticipated bond issuance. City has secured significant amount of low interest loan from the State (>$50 million), reducing the need for the City to issue these higher cost debt. The city is entering a phase where past trends cannot be counted upon for future growth. Historic growth in commercial and industrial sectors means that the City will be able to rely upon higher population growth, increased sales, and property tax bases. The next 2-4 years will be filled with projects providing a one-time jump in revenues. The period after is expected to be a new baseline with standard growth thereafter. This significant growth will require significant investment and that can be seen through planned capital projects in the City's long-term facilities planning effort (Capital Improvement Plan). As the City has completed or is in process of completion of several long-term plans - Comprehensive Master Plan, Downtown Master Plan, Parks Master Plan, Police Master Plan, Fire Master Plan, Transportation Master Plan, Utility Comprehensive Plans, etc. Staff to support the capital and operational aspect of a City with different size and complexity will be critical. A N N U A L F I N A N C I A L R E P O R T / P A G E 7 L I N K T O C A P I T A L I M P R O V E M E N T P L A N Revenue Fund Category General Fund Total Enterprise Fund Enterprise Fund Total Special Revenue Fund Special Revenue Fund Total Construction Fund Construction Fund Total Internal Service Fund Internal Service Fund Total Pasco Public Facility District Pasco Public Facility District Total Grand Total Category Name 23,232,430 1,043,700 531,710,529 Budget 10,959,774 821,915 196,973,173 47% 79% 37% Actual % Spent Transfers and Subsidy - Expense Salaries and Wages Personnel Benefits Supplies Services Capital Outlays Debt Principal Debt Interest Transfers and Subsidy - Expense Salaries and Wages Personnel Benefits Supplies Services Capital Outlays Debt Principal Debt Interest 00 Transfers and Subsidy - Expense Salaries and Wages Personnel Benefits Supplies Services Capital Outlays Debt Principal Debt Interest Supplies Services Capital Outlays Transfers and Subsidy - Expense Salaries and Wages Personnel Benefits Supplies Services Capital Outlays Services 26,481,405 52,308,610 17,863,243 4,989,649 37,051,097 4,730,105 4,970,273 2,095,250 890,100 9,329,803 4,311,564 4,626,213 31,544,708 108,272,500 5,764,524 4,103,698 50,349,769 13,449,416 4,013,755 2,031,774 25,763,382 12,464,000 100,000 155,500 0 0 79,774,061 79,774,061 451,762 1,129,320 453,489 2,447,330 12,826,954 5,923,575 21,697,571 24,301,482 8,349,354 1,984,725 18,925,492 229,099 4,113,923 1,065,272 140 4,015,954 497,962 2,086,280 13,183,938 19,566,487 8,150,073 2,123,070 9,868,927 6,178,071 1,865,253 869,213 12,986,297 132,943 377,554 179,547 172,152 24,433 22,246,272 22,442,857 451,762 438,208 42,266 1,320,483 7,309,191 1,397,864 82% 46% 47% 40% 51% 5% 83% 51% 0% 43% 12% 45% 42% 18% 141% 52% 20% 46% 46% 43% 50% 1% 378% 115% 0% 0% 28% 28% 100% 39% 9% 54% 57% 24% 79% General Fund 150,489,632 80,666,918 54% 168,843,110 49,623,904 29% 108,327,596 32,457,804 30% 1,043,700 821,915 Expenses Expenses for fund categories are within budget. However, the City budget includes a significant capital outlay budget that is not linear in nature and exclusively reliant on project delivery. As shown in the table below, expenses linear in nature are within and below budget and are expected to stay that way for the remainder of the biennium. Labor currently shows below budget due to the addition of new headcounts scheduled for 2022 and is anticipated to be within budget by the end of the biennium. The debt principal category is over budget mainly due to the payment of inter-fund loans between utility services. The capital outlay category that mostly consists of capital facilities like roadways, facilities, utility infrastructure is underspent and the project schedules will dictate how much of the allocated budget will be expended. Unspent capital allocations will be carried over to future years. A N N U A L F I N A N C I A L R E P O R T / P A G E 8 Annual Financial Report / Page 9 Capital Projects M A J O R P R O J E C T S I N P R O G R E S S The city had over 70 projects with some level of activity during 2021; expending close to $45 million during the same period. Most of these projects were within the City's utility infrastructure, as well as roadway and parks construction. Columbia East Forcemain and Lift Station - The lift station was constructed in 2019. In 2021, the city constructed two force mains to serve multiple current and future food processors, allowing the diversion of 1.5 MGD of industrial waste away from the municipal wastewater treatment plant. 70% of the project budget was reimbursed by various local, state, and federal grants. $6.9 million expended during 2021. WWTP Improvements Phase 1 - The first phase of improvements at the Waste Water Treatment Plant (WWTP) focused on secondary treatment and partial outfall replacement. The project is being funded by low-interest loans from Washington state. $5 million expended during 2021. Lewis Street Overpass - Construct a new overpass between 2nd Ave and Oregon Ave on Lewis Street to replace the existing underpass. 83% of the project budget for this biennium is expected to be reimbursed by various state and federal grants, with the remainder coming from internal funds. $6.7 million expended during 2021. Fire Station 84 - Relocate Fire Station 84 from its temporary location to a permanent location including admin space. The project was fully funded by proceeds from a Limited tax general obligation (LTGO) bond. $6.0 million expended during 2021. Peanuts Park Restoration - Restoration of the Peanuts Park at the heart of Pasco's downtown. 50% of the project was funded via the U.S. Department of Housing and Urban Development's Section 108 loan program. $5.8 million expended during 2021. Northwest Area (Broadmoor) Sewer LID - Extends a sewer trunk line from Harris to Burns Road facilitating growth in the city's northwest area. 99% of the project is funded via a local improvement district formed by benefitting property owners. $2.3 million expended during 2021. Chapel Hill Park - Built a 5-acre community park in the Chapel Hill area of the City. Fully funded by Park Development fees collected from the nearby properties. $1.0 million expended during 2021. Annual Financial Report / Page 10 Financial Outlook In 2022, more than $266 million in revenue is anticipated, while $334 million is expected to be expended. Under normal conditions, $69 million is a significant deficit and should be an area of concern; however, the variances can be covered by current reserves. The city's long-term strategy is to build reserves over the years to fund capital projects and make large purchases. This biennium has over $15 million in land purchase and $211 million in capital outlays (projects). Fund balances currently exist to withstand this deficit. Caution for the future is that it takes a long time to build up reserves. However, the needs of the expenses are well documented, understood, and needed to continue the positive economic vitality of the community. We anticipate growth in the city's revenue streams through one-time and increased economic base to assist the City in growing the reserves faster in the future. P A N D E M I C I M P A C T S H A V E B E E N M U C H L E S S S E V E R E T H A N A N T I C I P A T E D . S T R O N G C O M M E R C I A L A N D I N D U S T R I A L C O N S T R U C T I O N A N D E C O N O M I C A C T I V I T Y H A V E H E L P E D . H I G H D E M A N D F O R C A P I T A L P R O J E C T S , I N F L A T I O N , S T A F F I N G W I L L R E Q U I R E C A R E F U L P R I O R I T I Z A T I O N A N D M O N I T O R I N G . The city continues robust planning efforts to identify long-term needs and means to fund them with the least impact on the community. Continuous effort to get appropriations, grants, low-interest loans, and revision of rates for major services will be critical for the good financial health of the City. A N N U A L F I N A N C I A L R E P O R T / P A G E 1 1 Our Finance Team Meet the dedicated team members of our finance department  2021 Food Drive