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HomeMy WebLinkAbout071724M Budget Committee MinutesJEFFERSON COUNTY BUDGET COMMITTEE Meeting Minutes Wednesday, July 17, 2024 8:30 AM Hybrid meeting: Virtual and In-Person Attendance at Jefferson County Courthouse Attendees in bold: Amanda Hamilton Amit Sharma Andy Pernsteiner Apple Martine Brandon Mack Brenda Huntingford Brent Butler Brian Gleason Carolyn Gallaway Cathy Taylor Chelsea Pronovost David Fortino Heidi Eisenhour Greg Brotherton James Kennedy Jeff Chapman Joe Nole Josh Peters Judy Shepherd Kari Binns Kate Dean Lauralee Keisel Leanne Dotson Lori Bailey Lysa Phillis Mark McCauley Matt Tyler Mindy Walker Monte Reinders Philip Hunsucker Owen Rowe Renee Talley Sarah Melancon Sasha Coker Shannon Burns Sophie Nordstrom Stacie Prada Thomas Goodworth Veronica Shaw Willie Bence Meeting was called to order at 8:34 by Judy Shepherd. Motion to approve the May 22 and April 17, 2024 Minutes by Heidi Eisenhour, 2nd by Joe Nole, motion carried. Expenditure Reports presented by Judy Shepherd, reports can be found in Laserfiche. Revenue Reports presented by Stacie Prada, reports can be found in Laserfiche. • General Fund at $15,844,311 – 58.3% of the annual budget. The second sheet shows general fund revenue charts showing 2015-2024 detail and percentage of actual full year collections. Federal PILT arrived, and historical information is included at the end of this month’s report packet. • Other Funds at $29,069,940 – 39% of annual budget. Funds are grouped at the top by fund type, and YTD percentages are provided. The graph on the second page shows the full year and YTD percentage lines. • General Fund Cash Balance - $12,338,051 at month end and with reserve of $4,489,431. The non-reserve cash balance was $7,848,620. • General Sales Tax Receipts - $553,896 General and Optional and Special Purpose Sales Tax for the month. Cumulatively year to date, this is 2.6% over budget and 9.4% over 2023 actual. Early end of year projection is almost $57,000 over budget • Sales Tax by Sector: Positive percentages are increases over last year to date, negative are decreases. Color shading is white for zero, green for positive and red for negative. • REET Receipts - Fund 302 - $802,634 for the month which is 314% over budget for the month and 291% more than this month last year. While the math puts the EOY projection at $1 million over, I’m more inclined to think we might just make budget. It includes the $680k windfall from the REETA audit of a transaction in May 2020. • Hotel/Motel Lodging Tax – Fund 125 - $62,403 this month which is 29% over budget and 3% more than this month last year. Cumulatively, YTD is 8.4% under budget and 36.9% less than last year. End of year projection is currently $62,000 under budget. • DNR Timber Trust 1 – Amounts are distributed by the levy rates for the tax code areas where the timber activity occurs. Amounts are shown for full years 2017-2024 with charts of distributions by levy, by fund/district and by district type. • Payment in Lieu of Taxes (PILT): $1,924,589, Federal PILT increased 8.8% for the 2024 distribution. Deposited to the General Fund. Announcement: Next Meeting – 08/21/2024, 8:30 AM Meeting was adjourned at 9:46. Minutes submitted by Kate Dean, Secretary