Skip to main content
Albemarle Logo
File #: 23-184    Version: 1 Name:
Type: Report Status: Consent Agenda (no vote)
File created: 2/10/2023 In control: Board of Supervisors
On agenda: 3/1/2023 Final action:
Title: FY 23 Second Quarter Financial Report
Attachments: 1. Att.A - General Fund Financial Report, 2. Att.B - County Executive Approved Transfers, 3. Att.C - Grant Report, 4. Att.D - Investment Report, 5. Att.E - School Fund Quarterly Financial Report
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
No records to display.
AGENDA DATE: 3/1/2023

TITLE:
Title
FY 23 Second Quarter Financial Report
BODY

SUBJECT/PROPOSAL/REQUEST: FY 23 second quarter financial report

ITEM TYPE: Consent Information Item

STAFF CONTACT(S): Richardson, Birch, Bowman, Davidson, Vinzant, Gardner, Taylor, Greene

PRESENTER (S): N/A

LEGAL REVIEW: Not Required

REVIEWED BY: Jeffrey B. Richardson

BACKGROUND: In accordance with the County's Financial Policies, attached is the Quarterly Financial Report for July 1, 2022 through December 31, 2022. This report includes budget-to-actual comparisons for the current year, a report of transfers authorized by the County Executive, grant activity, and a report on County investments.

STRATEGIC PLAN: Mission - To enhance the well-being and quality of life for all community members through the provision of the highest level of public service consistent with the prudent use of public funds.

DISCUSSION:
General Fund Quarterly Financial Report (Attachment A)
The General Fund Quarterly Financial Report reflects year-to-date (YTD) data from July 1, 2022 through December 31, 2023, the end of the second quarter (Q2) of FY 23. Highlights from the Quarterly Financial Report include:
* Year-to-date total revenues in Q2 of FY 23 were $169,329,826 compared to $150,293,176 in Q2 of FY 22. In percentage terms, FY 23 YTD actual revenues as a percentage of FY 23 Revised Budget revenues were 46.2%, compared to 44.5% in FY 22.
* YTD total expenditures in Q2 of FY 23 were $158,535,489 compared to $146,039,363 in Q2 of FY 22. In percentage terms, FY 23 YTD actual expenditures as a percentage of FY 23 Revised Budget expenditures were 42.0%, compared to 41.6% in FY 22.

County Executive Approved Transfers (Attachment B)
The FY 23 appropriation resolution provides the County Executive with the authority to make various administrative budget adjustments during the year. Attachment C contains a list of these adjustments made during the second quarter.

General Government...

Click here for full text