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2025-09-16 CC Agenda Packet - ITEM D19 - FY 2024-25 Third and Fourth Quarters Financial ReportCITY OF ELSE GUNDO FY 2024=25 Third & Fourth Quarters Financial Report September 16, 2025 City of El Segundo 1 350 Main St. EI Segundo, CA 90245 1 1. FY 2024-25 Third & Fourth Quarters (Q3 & Q4) - Financial Report 2. Update to Tyler EERP implementation 3. Staff Recommendations Pa • General Fund had realized $89.3M or 96% current year revenues versus $103.6M or 116% prior year • The big 5 revenues sources are on pace to meet or exceed budget when all final receipts are received • Audited Fiscal Year 2025 Financial Report will provide better financial picture 3 Q3 & Q4 General Fund Revenues Actuals: $89.292,242 $16,000,000 $14,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $0 11; 10�, OP N iC Q J ry i ij !ry fw N� f�,( f T Jr 101, N 4 Top 5 Revenue Q3 & Q4 FY25 & Q3 & Q4 FY24 $1 s, 000,000 $16,000,000 $14,000,000 $14000, 000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $o SALES & USE TAX BUSINESS LICENSE TRANSIENT OCCUPANCY PROPERTY TAX UTILITY USER TAX (OUT) TAX ■ Q3-Q4 FY25 ❑ Q3-Q4 FY24 5 1 Source ales & Use Tax Fiscal Year Actual Revenues Received Through Q4 $12,131,189 2024-25 RevisedRevenue Full Year Budget $15,487,50 Variance in D. Budget to Actuals ($3,356,311) .• Received 78°/ 2 Business License 14,261,91 14,000,OOd 13,387,50 261,91 (1,491,481) 102% 3 ransient Occupancy Tax 11,896,019 89% 4 Property Tax 13,775,745 13,391,758 383,98 103% 5 Chevron Tax Reso Agreement Utility User Tax (UUT) Charges for Services 5,764,912 5,500,000 264,912 105% 6 7,854,987 11,165,70 (3,310,713) 70% 7 5,831,518 5,150,122 681,39 113% 8 'Transfers In 553,740 36,000 517,74 1538% 9 Franchise Tax 3,814,332 4,536,00 (721,668) 84.10/a 10 Other Revenues 3,224,621 2,513,657 710,96 128% 11 Intergovernmental 296,589 200,000 96,58 148% 12 License & Permits 2,995,435 2,582,372 413,06 116% 13 Interest & Rental Income r14Fines & Forfeitures 6,523,776 4,736,926 346,721 1,786,84 138% 106% 367,465 20773 Fiscal Year 2024-25 Fund Name Actual Revenues to Revised Full Year Variance in Dollar Percentage Date Budget 1 General Fund $89,292,242 $93,034,263 ($3,742,021) 96% 2 Water Fund 35,960,345 34,630,327 1,330,01 104% 3 �ransportation Funds 5,796,047 2,604,345 3,191,701 223% 4 Debt Service POBs 9,512,003 9,500,324 11,67 100% 5 Wastewater Fund 6,125,865 5,742,073 383,792 107% 6 General Fund CIP 6,361,305 5,245,732 1,115,57 121% 7 Equip. Replacement Fund 1,793,577 1,686,45E 107,121 106% 8 orkers Comp. Fund 3,758,429 3,542,207 216,22 106% 9 General Liability Fund 3,100,000 3,105,00 (5,000) 98.8% 10 IDev. Services Trust 245,086 270,00 (24,914) 91 11 IPublic Safety Special Rev. 1,684,355 2,521,93 (837,578) 67% 12 Other Special Rev. 1,108,130 977,364 130,767 113 13 Rec & Econ Dev Trust Fund 1,130,786 1, 1 24,25C 6,53 101 % 14 Cultural Development Fund 493,462 255,OOC 238,46 194% 15 IDebt Service Fund 81,941 35,OOC 46,941 234% 16 olid Waste Fund 300,000 300,OOC 011000 17 Isenior Housing Fund rust Fund -Refundable Project Deposit Total 1,03 8 955 1,038,771 184 100% 19 28,420 $167,810,949 0 0- 28,42 •0 0% • General Fund has expended $93.9M or 94% current year versus $1104.11M or 107% prior year • Departmental budget variances were results of Salaries and Benefits, CaIPERS UAL payment (overbudget); and Contractual Services and Professional &Technical expenditures (underbudget) • Expenditures were reduced by $1.67M for final COVID reimbursements collected for project closeouts (LTD: $2.3M) • Audited Fiscal Year 2024-25 Financial Report will provide fi.nal... picture t $ 2 6, 000, 000 $24,000,000 $22,000,000 $20,000,000 518,000,000 $16,000,000 $14, 000, 000 $12,000,000 $10, 000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $0 Q3 & Q4 General Fund Expenditures Actuals: $93.886,298 1 1 1 ■ � � .any ram) f p� CO N�lf 9 Fiscal Year 2024-25 1 Police Fire Transfers Out Public Works $22,231,649 15,663,956 $23,818,364 16,699,9251 $24,479,417 16,869,842 $661,054 103% 169,9 77 101% 2 3 4 14,996,546 9,844,794. 6,785,227 10,744,896 3,745,094 15,081,5461 15,188,217 106,672 101 % 9,775 794 8,317,519 (1,458,274) 85% 5 Non -departmental 6,785,227 7,143,577 358,349 105% (864,435)I 92% 6 Recreation, Parks & Library 10,461,279 9,596,844 7 ommunity Development 31800,592 3,151,917 (648,675) 83% 8 Information Technology 3,912,086 3,911,403 3,054,905 (856,498) 78% 9 1City Manager 2,807,177 2,926,274 2,608,938 (317,337) 89% 10 Finance 2,766,646 2,194,785 897,45 658,095 2,766,646 2,431,193 (335,453) 88% 11 Human Resources 12 'City Attorney 2,134,785 1,335,019 (799,766) 63% 897,450 752,234 (145,216) 84% 13 City Clerk 658,0951 419,9351 (238,160) 64% 14 City Council 224,272 224,272 210,626 (13,645) 94% 15 ovid-19 Reimbursements 0 (1,673,885) (1,673,885)I 0% not include encumbrances 11 Fund Name 1 General Fund Actual Expenditures Revised Full Year Variance in Dollar* Percentage to Date Budget Expended* $93,886,29E $99,941,651 ($6,055,353) 94% 2 Water Fund 34,227,592 39,333,60 (5,106,013) 87% 3 Transportation Funds 3,391,07E 4,797,86 (1,406,787) 71 % 4 Debt Service POBs 9,477,14C 9,500,31 (23,174) 99.8% 5 astewater Fund 5,086,64E 8,672,426 (3,585,778) 59% 6 General Fund CIP 11,419,90 30,357,54 (18,937,640)1 (8,533,334) 38% 7 Equip. Replacement Fund 3,631,892, 12,165,227 30% 84% 87% 8% 8 orkers Comp. Fund 2,864,885 3,418,321 (553,436) 9 General Liability Fund 3,293,956 3,769,56 (475,607) 10 Dev. Services Trust 75,427 887,47 (812,052) 11 Public Safety Special Rev. 1,358,20 3,221,575 (1,863,365) 42% 12 Pther Special Rev. 939,394 1,977,53 (1,038,141) 48% 13 IRec & Econ Dev Trust Fund 1,116,022 136,000 980,022 821% 14 Cultural Dev. Trust Fund 135,917 277,60 (141,687) 49% 15 Debt Service Fund 522,851 542,851 (20,000) 96% 16 Solid Waste Fund 281,425 330,00 (48,575) 85% 17 Senior Housing Fund 11,217 194,29 (183,079) 6% :0 Does not include encumbrances 12 General Fund Reserve: 25% ($23.5M) General Fund Balance: $43.5M (as of 6/30/25) Economic Uncertainty Reserve: 2M OPEB Reserve: 36.4M Pension Trust Reserve: $6.4M General Fund CIP Reserve: 400k 12 Description Estimated Beginning Unassigned Fund Balance on July 1, 2024 $40,701,761 Estimated FY 2024-25 Revenues $96,690,772 Estimated FY 2024-25 Expenditures $(93,886,298) Estimated Ending Fund Balance (June 30, 2025) $43,506,235 25% Reserve Requirement $23,471,575 Estimated Available Unassigned Reserve * $20,034,661 * City Council appropriated $5,230,000 towards FY 2025-26 General Fund CIP's 13 Financial Module Implementation: January 2025 General Ledger Number: March 2025 Implementation of Acct/AP/AR/GB/PO/Budget: March 2025 to September 2025 ➢ End user training: September 16-18, 2025 Go -Live: October 6, 2025 Human Resources Mgt/Payroll &Utility Billing: Summer of 2026 14 1. Receive and File the Third & Fourth Quarters Fiscal Year 2024-25 Financial Report. 15