File #: 24-504    Version: 1 Name: Fiscal Year 2023-24 Year-End Financial Update
Type: Staff Report Status: Agenda Ready
In control: Finance Committee
Meeting Date: 11/20/2024 Final action:
Enactment date: Enactment #:
Title: Fiscal Year 2023-24 Preliminary Year-End Financial and Performance Measures Report as of June 30, 2024
Sponsors: T. Michael Yuen
Attachments: 1. Attachment A - Preliminary Year-End Financial Report as of June 30, 2024_General Fund, 2. Attachment B - Preliminary Year-End Financial Report as of June 30, 2024_Other Funds, 3. Attachment C - FY 2023-24 Preliminary Year-End Financial Presentation
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Title
Fiscal Year 2023-24 Preliminary Year-End Financial and Performance Measures Report as of June 30, 2024

Staffreport
SUMMARY AND RECOMMENDATIONS

Staff recommends that the City Council Finance Committee review the Fiscal Year 2023-2024 Year-End Financial and Performance Measures Report as of June 30, 2024. This report is for information only.

BACKGROUND

The City Council adopted the 2023-2024 and 2024-2025 General Fund, Enterprise and Internal Service Funds, and Parking Fund budgets on May 15, 2023. The approved budgets are the annual expenditure and resource allocation plans guiding and ensuring implementation of City Council policies and priorities. The budget implements the vision and direction for the broad range of services meeting the needs of the community in accordance with City Council policy.

This financial review as of June 30, 2024, provides the preliminary year-end budget update to the City Council for the prior fiscal year and an update on performance measures. Analysis of the revenues collected and all expenditures through June 30, 2024, measures operational adherence to the budgetary allocation plan. These preliminary numbers are subject to the annual audit process, which will result in an Annual Comprehensive Financial Report (ACFR). Upon completion, the ACFR, will be presented to the Finance Committee and City Council for acceptance at a later date.

DISCUSSION

The revised City budget for 2023-2024 was adopted on May 20, 2024. The amended budget incorporates estimated revenues and planned expenditures for all funds. The attached Preliminary Year-End Financial Report as of June 30, 2024, provides the revenue and expenditure summary for the General, Enterprise, and Internal Service Funds, as well as the Parking Fund. The detailed discussion offers comparisons to the prior year and focuses on variances from the revenue and expenditure plans and allocations contemplated in the budget. As noted, all results presented are preliminary and s...

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