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File #: 22-316    Version: 1 Name:
Type: Report Status: Consent Agenda (no vote)
File created: 5/19/2022 In control: Board of Supervisors
On agenda: 6/1/2022 Final action:
Title: FY 22 Third Quarter Financial Report
Attachments: 1. Att.A - General Fund Financial Report Chart, 2. Att.B - Schools Fund Quarterly Financial Report, 3. Att.C - County Executive Approved Transfers, 4. Att.D - General Fund Projections, 5. Att.E - Grant Report - FY22 - Third Quarter, 6. Att.F - Investment Report
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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AGENDA DATE: 6/1/2022

TITLE:
Title
FY 22 Third Quarter Financial Report
BODY

SUBJECT/PROPOSAL/REQUEST: Receive the FY 22 Third Quarter Financial Report

ITEM TYPE: Consent Information Item

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

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, 2021 through March 31, 2022. This report includes budget-to-actual comparisons for the current year, a report of transfers authorized by the County Executive, FY 22 revenue and expenditure projections, 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, 2021 through March 31, 2022, the end of the third quarter (Q3) of FY 22. Highlights from the Quarterly Financial Report include:
* Year-to-date total revenues in Q3 of FY 22 were $183,763,493 compared to $171,151,553 in Q3 of FY 21. In percentage terms, FY 22 YTD actual revenues as a percentage of FY 22 Revised Budget revenues were 54.4%, compared to 57.4% in FY 21.
* Year-to-date total expenditures in Q3 of FY 22 were $231,068,907 compared to $211,128,864 in Q3 of FY 21. In percentage terms, FY 22 YTD actual expenditures as a percentage of FY 22 Revised Budget expenditures were 65.8%, compared to 69.7% in FY 21.

School Fund Quarterly Financial Report (Attachment B)
As requested by the Board, the Albemarle County Public Schools Quarterly Financial Report as of March 31, 2022 is included.

County Executive Approved Transfers (Attachment C)
The FY 22 appropria...

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