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File #: 23-310    Version: 1 Name:
Type: Report Status: Consent Agenda (no vote)
File created: 5/26/2023 In control: Board of Supervisors
On agenda: 6/21/2023 Final action:
Title: FY 23 Third Quarter Financial Report
Attachments: 1. Att.A - General Fund Financial Report, 2. Att.B - School Fund Quarterly Finacial Report, 3. Att.C - County Executive Approved Transfers, 4. Att.D - General Fund Revenue and Expenditure Projections, 5. Att.E - Grant Report, 6. Att.F - Investment Report
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AGENDA DATE: 6/21/2023

TITLE:
Title
FY 23 Third Quarter Financial Report
BODY

SUBJECT/PROPOSAL/REQUEST: FY 23 Third Quarter Financial Report

ITEM TYPE: Consent Information Item

STAFF CONTACT(S): Richardson, Sumner, 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 March 31, 2023. This report includes budget-to-actual comparisons for the current year, a report of transfers authorized by the County Executive, grant activity, updated revenue and expenditure projections, 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 March 31, 2023, the end of the third quarter (Q3) of FY 23. Highlights from the Quarterly Financial Report include:

? YTD total revenues in Q3 of FY 23 were $207,807,529, compared to $183,763,493 in Q3 of FY 22. In percentage terms, FY 23 YTD actual revenues as a percentage of FY 23 Revised Budget revenues
were 56.8%, compared to 54.4% in FY 22.

? YTD total expenditures in Q3 of FY 23 were $254,148,853, compared to $231,068,907 in Q3 of FY 22. In percentage terms, FY 23 YTD actual expenditures as a percentage of FY 23 Revised Budget
expenditures were 67.3%, compared to 65.8% in FY 22.

School Fund Quarterly Financial Report (Attachment B) As requested by the Board, the Albemarle County Public Schools Quarterly Financial Report as of March 31, 2023 is included.

County Executive Approved Transfers (Attachment C) The FY 23 a...

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