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HomeMy WebLinkAbout07-00703 Financial SummarySOUTHEAST OVERTOWN/PARK WEST AND OMNI COMMUNITY REDEVELOPMENT AGENCIES INTER -OFFICE MEMORANDUM To: Board Chair Michelle Spence -Jones Date: July 23. 2007 Files: 07-00702 / 07-00703 and Members of the CRA Board Subject: SEOPW and Omni CRA Financial Summaries for the months of May and June 2007. From: Miguel A. Valentin, CPA Me, References: Financial Officer 11i3 �b Enclosures: Please be advised that SEOPW and Omni CRA financial summaries for the months of May and June 2007 present fairly, in all material respects, the respective financial position of each community redevelopment agency and each major fund of the agencies as of May 31 and June 30, 2007. There are no reportable conditions for the months of May or June 2007. • • SOUTHEAST OVERTOWN PARKWEST AND OMNI COMMUNITY REDEVELOPMENT AGENCIES FINANCIAL REPORT June 30, 2007 ATTACHMENTS 1. COMBINED STATEMENT OF FINANCIAL POSITION — ALL FUNDS 2. COMBINED STATEMENT OF REVENUES AND EXPENDITURES • SEOPW CRA and OMNI CRA Combined Statement of Financial Position June 30, 2007 Assets i Cash - Unrestricted 2 Cash Reserved For Projects and Operations Total Assets Liabilities and Fund Balance Account Payables Audited Fund Balance - FY 2006 Current Year Fiscal Year 2007 Total Liabilities and Fund Balance Footnotes: SEOPW OMNI Total $ 80,000 $ 100,000 $ 180,000 12,578,969 18,585,986 31,164,955 12,658,969 18,685,986 31,344,955 6,934,714 5,724,255 9,943,481 16,878,195 8,742,505 14,466,760 $12,658,969 $ 18,685,986 $31,344,955 1 Cash - Unrestricted This represents unspent income carried forward from year to year. Available TIF funds SEOPW OMNI 80,000 100,000 80,000 100,000 2 Cash Reserved For Projects and Operations This portion of cash includes reserves authorized by the Board for specific uses. These include specific projects and general administrative expenses to ensure continuity of operations. Additionally, pursuant to Resolution Number CRA-R-06-0045, passed and adopted on October 30, 2006, the SEOPW CRA has committed to budget $30 million in TIF revenue over the next five years for the rehabilitation and construction of low income, affordable, and workforce housing in the Overtown Community Redevelopment Area. As of this date, $80,185.50 have been expended for this purpose out of the $746,744 budgeted for these specific projects. 1 SEOPW CRA and OMNI CRA Combined Statement of Revenues and Expenditures for the period ended June 30, 2007 SOUTHEAST OVERTOWN PARK WEST FY 2007 FY 2007 FY 2007 _ REVISED AS END % of _ _ BUDGET OF June Budget Variance SUMMARY I REVENUES TAX INCREMENT REVENUES 2,995,835 2,995,835 100.0% - CONTRIBUTION GOVTS-COUNTY 2,410,430 2,4101541 100.0% (111 OTHER REVENUES/CARRYOVER FB 2006 8,685,086 1,990 814 22.9% 6,694,272 TOTAL REVENUES 14,091,351 7,397,190 52.5% 6,694,161 EXPENDITURES COMMUNITY REDEV EXPENSES 13,311,351 1,172,934 8.8% 12,138,41? GENERAL GOVERNMENT 700,000 500,000 71.4°A 200,000 BUDGET RESERVE 80,000 0.0% 80,00C TOTAL EXPENDITURES 14,091,351 1,672,934 11.9% 12,418,411 REVENUE LESS EXPENDITURES 5,724,255 f I OMNI FY 2007 REVISED BUDGET 6,221,593 5,288,712 9,964,981 21,475,286 20,675,286 700,000 00,00a 21,475,286 FY 2007 AS END OF June 6,221,593 5,288,712 452,548 11,962,853 2,720,348 500,000 3,220,348 8,742,505 FY 2007 % of Budget 100.0% 100.0°A 4.5% 55.7% 13.2% 71.4% 15.0% Variance 9.512,433 9,512,433 17,954,938 200,000 100,000 18,254,938 File: Financial Report - July 2007 Agenda.xls 2 7/19/2007