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HomeMy WebLinkAboutCC 05-19-2026 Item No. 10 FY 25-26 Third Quarter Financial Report_Staff PresetationCC - 5-19-2026 #10 Treasurer's Investment Report for Quarter ending March 31, 2026 Presentation May 19, 2026 Fiscal Year 2025-26 Third Quarter Financial Report FY 2025-26 Third Quarter Update Proposed Third Quarter Budget Adjustments Budget Roadmap Agenda FY 2025-26 Third Quarter Update General Fund FY 2025-26 Amended Budget –All Funds ($ in Millions) FY 2025-26 Adopted Budget FY 2025-26 Amended Budget as of Sept. 30, 2025 FY 2025-26 Amended Budget as of Dec. 31, 2025 FY 2025-26 Amended Budget as of Mar. 31, 2026 Revenues $97.2 $134.3 $134.6 $134.6 Expenditures $99.2 $135.4 $137.7 $138.4 Estimated use of Fund Balance ($2.0)($1.1)($3.2)($3.9) FY 2025-26 Amended Budget –General Fund ($ in Millions) Fund Balance in General Fund ($ in millions) Includes unrealized revenues from The Rise approximately, $10.7 million Proposed Third Quarter Budget Adjustments Fund Revenue Expense Fund Balance (use of) General $372,500 $518,696 ($146,196) Enterprise -$7,488 ($7,488) Total All Funds $372,500 $526,184 ($153,684) Budget Requests by Fund Proposed Third Quarter Budget Adjustments •Senior Assistant City Attorney Salary Alignment •One-time cost of $15,696 •Ongoing costs of approximately $31,391 Staffing •As of March 31, 2026, the City Manager’s Discretionary Fund was used for Property Appraisal Services for 10480 Finch Avenue at a cost of $9,850 City Manager Discretionary Fund Next Steps and Recommendations Roadmap to FY 2026-27 Budget Adoption and Balancing Last Updated 5.12.2026 1.Accept the City Manager’s Third Quarter Financial Report for Fiscal Year 2025-26 2.Adopt Resolution No. 26-XXX approving Budget Modification No. 2526-XXX, increasing appropriations by $526,184 and increasing estimated revenues by $372,500 3.Adopt Resolution No. 26-XXX amending the Unrepresented Employees’ Compensation Program to incorporate revised salary schedule Recommendations Questions?