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03 - March 2018 Monthly Financial ReportVILLAGE OAK BROOK OF MONTHLY FINANCIAL REPORTS MARCH 2018 ITEM 6.E. Total Cash and Cash Pooled Cash and Fund Equivalents Investments Investments % By Fund General Corporate $6,723,518 $12,317,517 $19,041,035 45.3% Hotel/Motel Tax 1,429,830 2,710,745 4,140,575 9.8% Motor Fuel Tax 200,254 416,334 616,588 1.5% Infrastructure 5,851,016 3,381,084 9,232,100 22.0% Promenade TIF 53,220 - 53,220 0.1% Water 4,263,074 1,489,938 5,753,012 13.7% Sports Core 165,349 - 165,349 0.4% Golf Surcharge 5,265 559,902 565,167 1.3% Self-Insurance 227,776 - 227,776 0.5% Garage 421,396 - 421,396 1.0% Equipment Replacement 774,600 1,059,416 1,834,016 4.4% Total $20,115,298 $21,934,936 $42,050,234 100.0% Change in Cash and Investments by Fund : Balance at Balance at Year-to-Date Year-to-Date Fund January 1, 2018 March 31, 2018 Change ($)Change (%) General Corporate $17,679,496 $19,041,035 $1,361,539 7.7% Hotel/Motel Tax 4,172,234 4,140,575 (31,659)-0.8% Motor Fuel Tax 574,460 616,588 42,128 7.3% Infrastructure 8,222,145 9,232,100 1,009,955 12.3% Promenade TIF 276,164 53,220 (222,944)-80.7% Water 5,693,109 5,753,012 59,903 1.1% Sports Core 472,473 165,349 (307,124)-65.0% Golf Surcharge 559,073 565,167 6,094 1.1% Self-Insurance 45,042 227,776 182,734 405.7% Garage 427,409 421,396 (6,013)-1.4% Equipment Replacement 1,805,752 1,834,016 28,264 1.6% $39,927,358 $42,050,234 $2,122,876 5.3% Book Market Value Value Pooled Checking $331,185 $331,185 Sports Core Checking 169,635 169,635 Pooled IPTIP 19,599,725 19,599,725 Water E-Pay IPTIP 14,753 14,753 $20,115,298 $20,115,298 Pooled Investments: Investments-Municipal $9,024,283 $8,921,667 Investments-Corporate 4,722,269 4,710,303 Government & Agency Obligations 856,377 825,591 Certificates of Deposit 7,210,000 7,147,376 Accrued Interest 122,008 122,008 Total Pooled Investments $21,934,936 $21,726,945 Total Cash and Investments $42,050,234 $41,842,243 For March, total interest revenue is $56,777 and YTD interest revenue is $158,130. Total investment yield for the portfolio is: Pooled Investments Illinois Funds Total Monthly yield 0.15%0.15%0.15% YTD yield 0.44%0.38%0.42% Last 12 months yield 1.57%1.12%1.38% The weighted average yield of the current pooled investment portfolio is 1.80%. Monthly Treasurer's Report March 31, 2018 Monthly Treasurer's Report March 2018 The table below lists the detail investment holdings at J.P. Morgan Securities as of 3/31/18: Month End VOB Settlement Maturity Coupon Yield Book Market Accrued Type Date Date Rate Rate Value Value Interest Municipal Bonds: Florida Hurricane #34074GDG6 01/05/15 7/1/2018 2.107%2.090%$750,569 $750,435 $3,937 Maryland St Econ Dev #57420PGK6 07/08/15 6/1/2019 2.050%2.123%99,915 99,648 681 Rosemont IL GO Corp #777543UT4 02/08/16 12/1/2019 3.021%2.000%508,303 500,475 4,939 New York N Y City #64971QTX1 02/22/16 5/1/2021 2.350%2.000%202,076 198,580 1,944 Florida Hurricane #34074GDH4 03/30/16 7/1/2020 2.995%2.150%509,182 502,830 3,743 Bloomingdale Mich Pub Sch Dist #094383FS0 04/26/16 5/1/2022 2.710%2.150%510,874 493,735 5,607 Milan Mich Area Achs #598801JD1 05/26/16 5/1/2020 1.931%1.931%245,000 242,092 1,870 Indiana Bd Bk Rev Taxable #4546248F7 01/06/17 1/15/2020 2.934%1.900%259,597 255,038 1,593 North Carolina Eastn Mun PWR #65819WAC7 01/30/17 7/1/2018 2.003%1.450%700,941 700,070 3,505 Garland Cnty Ark Sales & Use #36609PAN3 02/06/17 11/1/2019 1.795%1.840%499,647 492,945 3,864 Anchor Bay Mich Sch Dist GO #032879TA6 02/13/17 5/1/2019 1.810%1.420%366,533 362,872 2,676 Macomb Cnty Mich Retirees #554885H63 04/11/17 11/1/2018 1.731%1.300%401,002 398,888 2,842 Lanse Creuse Mich Pub Schs #516228RL9 05/02/17 5/1/2020 2.159%2.159%100,000 99,252 897 California St GO Bonds #13063A7G3 05/08/17 10/1/2019 6.200%1.600%534,081 527,445 15,218 *Genesee Cnty Mich #371608UV0 05/31/17 10/1/2019 2.264%2.264%495,000 495,041 1,158 Connecticut St GO Bds 2016 #20772J3F7 06/15/17 8/15/2021 1.750%2.300%491,112 479,395 1,065 North Carolina Eastn Mun Pwr #65819WAL7 10/02/17 7/1/2019 2.578%1.700%505,436 501,045 3,079 Fowlerville Mich Comnty Schs #351280MS8 10/03/17 5/1/2020 2.045%1.750%503,019 495,915 4,090 Racine Cnty WI #38379UEM4 12/20/17 12/1/2020 2.150%2.150%750,000 739,178 4,524 Wisconsin St Gen Fd Annual #977100CW4 01/05/18 5/1/2020 1.446%2.100%591,997 586,788 3,519 Total Municipal Bonds $9,024,283 $8,921,667 $70,752 Corporate Bonds: Morgan Stanley #6174467U7 08/28/17 4/25/2018 2.125%1.531%1,390,742 1,389,597 12,063 Goldman Sachs #38147MAA3 01/25/18 7/19/2018 2.900%1.752%847,909 846,208 4,833 American Honda Finance Corp #02665WAC5 01/25/18 10/10/2018 2.125%1.809%1,001,636 996,540 10,035 JP Morgan Securities #44640QKV2 02/01/18 10/29/2018 2.082%2.082%1,481,981 1,477,958 0 Total Corporate Bonds $4,722,269 $4,710,303 $26,931 Government & Agency Obligations: **Government National Mtg Assn #38379UEM4 02/29/16 2/16/2051 2.300%2.245%$856,377 $825,591 $2,174 Total Government & Agency Obligations:$856,377 $825,591 $2,174 Certificates of Deposit: Capital One Natl Assn VA #14042E5Z9 08/26/15 8/27/2018 1.75%1.75%$245,000 $244,968 $831 Ally Bk Midvale Utah #02006LVC4 10/29/15 10/29/2018 1.60%1.60%245,000 244,802 1,633 Wex Bank Midvale Utah #92937CDY1 07/29/16 7/30/2018 1.00%1.00%245,000 244,481 412 Bank Hope Los Angeles #062683AB3 08/26/16 8/27/2018 1.00%1.00%245,000 244,194 33 Wells Fargo Bank Natl Assn #949763AL0 08/31/16 8/31/2018 1.10%1.10%245,000 244,182 243 BMW Bank #05580AFG4 09/23/16 9/24/2018 1.10%1.10%245,000 243,981 63 Comenity Cap Bank #20033ASB3 09/26/16 9/26/2018 1.10%1.10%245,000 243,978 41 Enerbank #29266N4E4 10/21/16 10/22/2018 1.10%1.10%245,000 244,013 1,198 Discover Bank #254672L71 10/26/16 10/26/2018 1.20%1.20%245,000 243,748 1,266 State Bk India NY #8562846A7 01/26/17 1/26/2022 2.25%2.25%245,000 240,862 995 Marlin Business Bk #57116ANU8 05/10/17 11/12/2019 1.60%1.60%245,000 242,021 231 American Express Fed Svgs #02587CER7 05/10/17 11/12/2019 1.70%1.70%245,000 242,060 1,614 Synchrony Bank #87164WRA8 05/26/17 5/28/2019 1.65%1.65%245,000 243,601 1,365 Umpqua Bank #90421MAG8 05/31/17 5/31/2019 1.60%1.60%245,000 243,439 1,312 Stone Bk Mtn View Ark #86158RAJ8 06/28/17 6/28/2019 1.60%1.60%245,000 243,226 30 Investors Savings Bk #46176PGU3 06/30/17 4/2/2018 1.35%1.35%245,000 244,998 2,481 TIAA FSB Jacksonville #87270LAA1 07/19/17 7/19/2019 1.60%1.60%245,000 243,062 768 Peoples United Bank #71270QQZ2 07/19/17 7/19/2019 1.65%1.65%245,000 243,219 792 Priority Bank Ozark Ark #74269KBR6 07/26/17 7/26/2019 1.60%1.60%245,000 243,003 58 American Express Centurion #02587DV96 08/15/17 8/17/2020 1.90%1.90%245,000 240,296 563 Sallie Mae #795450C86 08/16/17 8/17/2020 1.90%1.90%245,000 241,134 563 Merrick Bank South Jordan #59013JZS1 08/21/17 8/21/2020 1.80%1.80%245,000 240,531 134 Pinnacle Bank #72345SFS5 08/30/17 8/31/2020 1.80%1.80%115,000 112,873 181 Jackson County Bank #466682AP6 08/31/17 3/1/2021 1.85%1.85%245,000 239,544 396 Barclays Bank #06740KKX4 09/27/17 9/28/2020 1.95%1.95%245,000 241,173 59 Capital One Bank #1404205E6 10/04/17 10/4/2019 1.70%1.70%245,000 242,768 2,036 Transportation Alliance #89388CCB2 10/13/17 4/12/2019 1.60%1.60%235,000 233,818 189 Goldman Sachs Bank #38148PRK5 10/18/17 10/19/2020 1.95%1.95%245,000 241,063 2,150 FirstBank PR Santurce #33767A6M8 11/03/17 11/3/2020 2.00%2.00%245,000 241,264 376 Morgan Stanley #61747MQ53 03/22/18 3/23/2020 2.55%2.55%245,000 245,074 139 Total Certificates of Deposits $7,210,000 $7,147,376 $22,152 Total J.P.Morgan Securities $21,812,928 $21,604,937 $122,008 *Interest rate is a floating rate that sets each month. Rate is determined at the one-month LIBOR rate plus 0.60%. **This is a mortgage backed security that receives principal payments each month based on mortgage repayments. Monthly principal payments will vary and the investment balance may be repaid before the 2/16/2051 maturity date. VILLAGE OF OAK BROOK Monthly Treasurer's Report March 31, 2018 Cash & Investments by Fund - Total $42.0 million Cash & Investments by Type - Total $42.0 million Checking Illinois Funds Certificates of Deposit Municipal Bonds Corporate Bonds Government & Agency Obligations Accrued Interest General Corporate 45.28% Hotel/Motel Tax 9.85%Motor Fuel Tax 1.47% Infrastructure 21.95% Promenade TIF 0.13% Water 13.68% Sports Core 0.39% Golf Surcharge 1.34% Self-Insurance 0.54%Garage 1.00% Equipment Replacement 4.36% Checking, $0.5 Illinois Funds, $19.6 Certificates of Deposit, $7.2 Municipal Bonds, $9.0 Corporate Bonds, $4.7 Government & Agency Obligations, $0.9 Accrued Interest, $0.1 in millions Village of Oak Brook Monthly Financial Report – Fund Narrative For the Period Ending March, 31, 2018 The monthly financial report serves as a document to inform and update readers of the Village’s financial current position, including historical and trend information. This report is prepared on a cash basis of accounting, meaning transactions are recognized only when cash is increased or decreased. Transactions for each month are compared to amounts from the Village’s annual budget, which was also prepared using a cash basis. The proceeding pages contain detailed information on the Village’s major funds. Highlights for each of the Village’s funds are: General Fund  Total revenues through March 2018 are $639,684 higher than last year and $191,980 over budget. o Sales tax revenue, the General Fund’s largest revenue source, is down $93,145 from last year and $20,230 under budget. This is due to the closure of two large taxpayers in late 2017. o Other intergovernmental tax revenue is down $60,418 from last year, but $25,450 over budget. Revenue is down primarily due to the State’s implementation of a 10% reduction in income tax receipts. o Telecommunications/utility tax revenue is up $160,593 from last year and $80,507 over budget. The increase from last year is due to a payment budgeted for March 2017 that was actually received in April 2017. Revenue is over budget due to a planned reduction of 5% in telecommunications tax revenue from business closures. o Licenses and permits revenue is up $583,285 from last year and $178,818 over budget. The increase is due to the receipt of a large redevelopment building permit in early 2018.  Total expenditures through March 2018 are $110,791 lower than last year and $1,401,308 under budget. o Personnel expenditures are up $128,441 from last year, but $447,700 under budget. The increase is due to general wage and benefits increases. Personnel is under budget due to a delay in full pension funding that may occur later in 2018. o Operation and contract expenditures are down $180,835 from last year and $170,176 under budget. This is due to a reduction in liability insurance payments and general timing of payments. o Capital outlay expenditures are down $77,373 from last year and $730,169 under budget. This is due to the general timing of projects being started. Hotel Tax Fund  Total revenues through March 2018 are $2,212 higher than last year, but $3,753 under budget. o Hotel tax revenue is down $7,268 from last year and $15,857 under budget. This is due to an overall reduction of room rentals so far this year. o Interest income revenue is up $6,503 from last year and $9,127 over budget. This is due to favorable market conditions and rising interest rates.  Total expenditures through March 2018 are $42,082 higher than last year, but $75,579 under budget. o Operation and contract expenditures are up $37,070 from last year, but $79,055 under budget. The increase is due to the 2018 polo sponsorship being moved from the Sports Core Fund in 2017 to the Hotel Tax Fund in 2018. Expenditures are under budget due to a delay in advertising expenditures being paid. Motor Fuel Tax Fund  Total revenues through March 2018 are down $2,029 from last year, but $1,110 over budget. This is due to a reduction in motor fuel tax receipts, but offset by an increase in interest income revenue.  Total expenditures through March 2018 are up $7,790 from last year, but $192,210 under budget. This is due to the timing of the transfer of funds to the Infrastructure Fund to pay for roadway improvements. Infrastructure Fund  Total revenues through March 2018 are down $74,736 from last year, but $7,406 over budget. o Non-home rule sales tax revenue is down $97,475 from last year and $15,948 under budget. This is primarily due to the State’s implementation of a 2% collection fee and the closure of two large taxpayers. o Interest income revenue is up $18,888 from last year and $21,873 over budget. This is due to favorable market conditions and rising interest rates.  Total expenditures through March 2018 are down $24,341 from last year and $229,522 under budget. o Personnel expenditures are up $35,771 from last year, but $27,212 under budget. The increase is primarily due to an increase in snow removal overtime compared to last year. Personnel is under budget due to vacant positions not filled yet. o Operation and contract expenditures are down $95,403 from last year and $94,434 under budget. The reduction is due to a decrease in liability insurance premiums from last year. Expenditures are under budget due to the timing of engineering payments. Promenade TIF Fund  Total revenues through March 2018 are up $186 from last year and $196 over budget. This is due to increases in interest income revenue from favorable market conditions. Sales tax and real estate tax revenue has not been received yet this year in the Promenade TIF Fund.  Total expenditures through March 2018 are up $2,915 from last year and even with budget. The increase is in line with the scheduled TIF note repayment schedule. Water Fund  Total revenues through March 2018 are up $140,876 from last year and $79,346 over budget. o Water sales revenue is up $125,697 from last year and $69,151 over budget. The increase is due to a 7% rate increase effective 1/1/18. Water gallons sold has also been more than projected so far this year.  Total expenditures through March 2018 are up $734,181 from last year and $905,975 under budget. o Operation and contract expenditures are up $58,310 from last year, but $867,473 under budget. The increase is due to more water being purchased from DuPage Water Commission and a rate increase on gallons purchased. Expenditures are under budget due to the timing of invoices paid. o Capital outlay expenditures are up $705,488 from last year, but $10,471 under budget. The increase relates to the start of the Village wide water meter replacement project. Sports Core Fund  Total revenues through March 2018 are up $83,651 from last year and $94,485 over budget. o Other revenues are up $105,219 from last year and $98,533 over budget. The increase is due to the early pledge of a $100,000 Taste of Oak Brook sponsorship.  Total expenditures through March 2018 are up $110,594 from last year and $114,563 over budget. o Personnel expenditures are down $9,376 from last year and $52,832 under budget. This is due to a reorganization and outsourcing of the Bath and Tennis administration. o Operation and Contractual expenditures are up $215,564 from last year and $225,029 over budget. This is due to the outsourcing of swim operations to the Park District, which required management fees to be paid before the season. o Capital outlay expenditures are down $49,846 from last year, but $14,731 over budget. The decrease is due to the Bath and Tennis clubhouse remodel project in early 2017. Expenses are over budget due to the general timing of projects. Golf Surcharge Fund  Total revenues through March 2018 are up $1,345 from last year and $3,223 over budget. This is due to increases in interest income revenue from favorable market conditions. Golf surcharge revenue is down through March compared to last year due to inconsistent weather.  No golf surcharge funds have been transferred or expended in 2018 so far. Self Insurance Fund  Total revenues through March 2018 are down $11,912 from last year and $23,170 under budget. This is due retirees moving to a new insurance plan in FY18.  Total expenditures through March 2018 are up $195,242 from last year, but $126,473 under budget. The increase is due to the timing of invoices being paid. Garage Fund  Total revenues through March 2018 are down $32,767 from last year, but $1,670 over budget. This is due to a budgeted reduction in maintenance charges to use available net position reserves.  Total expenditures through March 2018 are down $60,553 from last year and $45,016 under budget. This is due to the delay in hiring a vacant position and a general decrease in maintenance costs. Equipment Replacement Fund  Total revenues through March 2018 are down $210,243 from last year and $6,603 under budget. This is due to a reduction in replacement charges to use available net position and the receipt of grant revenue in 2017.  Total expenditures through March 2018 are down $200,319 from last year and $197,164 under budget. This is due to the timing of scheduled vehicle replacements. YTD YTD Net Fund Budgeted YTD YTD Increase Increase Governmental Funds Revenues Expenditures (Decrease)(Decrease) General Fund (Major Fund)$6,927,230 $5,642,672 $1,284,558 ($208,730) Main operating fund of the Village. Hotel Fund (Major Fund)$258,747 $98,241 $160,506 $88,680 Collects and spends resources from the 3% hotel/motel tax. Motor Fuel Tax Fund $53,655 $7,790 $45,865 ($147,455) Collects and spends resources from the State motor fuel tax. Infrastructure Fund (Major Fund)$1,738,976 $676,273 $1,062,703 $1,017,985 Accounts for construction and maintenance of roadways, drainage, and safety path systems. Promenade TIF Fund (Major Fund)$266 $223,210 ($222,944)($223,140) Accounts for the revenues and expenditures restricted to the Tax Increment Financing (TIF) district located at 22nd St. and Meyers Rd. Enterprise Funds Water Fund (Major Fund)$2,078,536 $1,873,170 $205,366 ($779,955) Collects user fees for the distribution of water and maintenance of infrastructure. Sports Core Fund (Major Fund)$450,786 $606,838 ($156,052)($235,980) Accounts for revenues and expenses relating to administration, programs, food and beverage operations, and golf course. Golf Surcharge Fund $6,093 $0 $6,093 $2,870 Accounts for the collection of the $3 per round golf surcharge. Internal Service Funds Self Insurance Fund $768,415 $692,527 $75,888 ($27,415) Accounts for the Village's health insurance costs and the related contributions from the Village, employees, retirees, and other agencies. Garage Fund $154,835 $142,344 $12,491 ($34,195) Accounts for the maintenance of the Village's vehicle fleet and the related departmental reimbursements. Equipment Replacement Fund $94,122 $2,021 $92,101 ($98,460) Accounts for the replacement of the Village's vehicle fleet and the related departmental contributions. Further information on the Village's major funds (as indicated above) can be found on the proceeding pages. Executive Summary on Village Funds Through March 31, 2018 3/31/18 3/31/18 3/31/17 3/31/18 YTD % of 2018 Difference YTD YTD Amended Amended Adopted Prior Actual Actual Budget Budget Budget Year OPERATING REVENUES Sales Tax 3,715,915$ 3,622,770$ 3,643,000$ 99%12,453,000$ (93,145)$ Other Intergovernmental Tax 366,118 305,700 280,250 109%1,144,700 (60,418) Telecommunications/Utility Tax 1,436,939 1,597,532 1,517,025 105%5,792,250 160,593 Licenses and Permits 294,518 877,803 698,985 126%1,784,070 583,285 Charges for Services 177,332 179,814 227,100 79%1,017,100 2,482 Fines and Penalties 40,348 41,170 37,605 109%150,500 822 Administrative Towing Fees 8,650 10,125 8,745 116%35,000 1,475 Interest on Investments 47,301 74,147 48,750 152%195,000 26,846 Franchise/IMF Maint. Fee - - 53,750 0%215,000 - Reimbursements From Other Funds 154,326 157,263 178,335 88%713,360 2,937 Installment Contract Proceeds - - - 0%2,475,165 - Miscellaneous Income 46,099 60,906 41,705 146%180,750 14,807 Total Operating Revenues 6,287,546$ 6,927,230$ 6,735,250$ 103%26,155,895$ 639,684$ OPERATING EXPENDITURES Personnel 4,221,189$ 4,349,630$ 4,797,330$ 91%17,953,350$ 128,441$ Materials and Supplies 94,250 112,473 165,745 68%532,820 18,223 Operation and Contract 1,150,684 969,849 1,140,025 85%4,278,675 (180,835) Other Expenditures 32,076 32,829 32,820 100%388,815 753 Capital Outlay 155,264 77,891 808,060 10%2,997,840 (77,373) Total Operating Expenditures 5,653,463$ 5,542,672$ 6,943,980$ 80%26,151,500$ (110,791)$ SURPLUS (DEFICIT) OF REVENUES OVER EXPENDITURES 634,083$ 1,384,558$ (208,730)$ 4,395$ 750,475$ INTERFUND TRANSACTIONS Transfers Out -$ -$ -$ 0%-$ -$ Interfund Loan (75,000) (100,000) - 0%- (25,000) Total Interfund Transactions (75,000)$ (100,000)$ -$ 0%-$ (25,000)$ NET FUND INCREASE (DECREASE)559,083$ 1,284,558$ (208,730)$ 4,395$ 725,475$ Village of Oak Brook General Fund Financial Update For the Period Ending March 31, 2018 Total Total Revenues Expenditures 3/31/18 Actual 6,927,230$ 5,542,672$ 3/31/17 Actual 6,287,546$ 5,653,463$ % Change From Last Year 10.2%-2.0% Major Revenues Other Intergov.Licenses &Charges for Sales Tax Tax Telecom Tax Permits Services 3/31/18 Actual 3,622,770$ 305,700$ 1,597,532$ 877,803$ 179,814$ 3/31/17 Actual $ 3,715,915 $ 366,118 $ 1,436,939 $ 294,518 $ 177,332 % Change From Last Year -2.5%-16.5%11.2%198.0%1.4% Five Year Trend Major Expenditures Materials &Operation &Other Personnel Supplies Contractual Expenditures Capital Outlay 3/31/18 Actual 4,349,630$ 112,473$ 969,849$ 32,829$ 77,891$ 3/31/17 Actual 4,221,189$ 94,250$ 1,150,684$ 32,076$ 155,264$ % Change From Last Year 3.0%19.3%-15.7%2.3%-49.8% Five Year Trend Expenditures by Department 3/31/17 3/31/18 3/31/18 3/31/18 2018 Difference Five YTD YTD YTD % of Annual Prior Year Department Actual Actual Budget Budget Budget Year Trend Legislative & General Management 868,572$ 613,277$ 777,510$ 78.9%2,673,305$ (255,295)$ Financial Services 210,223 218,286 249,520 87.5%1,117,875 8,063 Public Works 100,922 111,494 204,110 54.6%993,820 10,572 Engineering & Capital Projects 103,678 60,184 683,175 8.8%2,732,665 (43,494) Library 266,060 220,674 251,000 87.9%889,845 (45,386) Police 2,085,444 2,135,690 2,307,985 92.5%8,705,350 50,246 Fire 1,773,394 1,940,989 2,212,645 87.7%8,043,215 167,595 Development Services 245,170 242,078 258,035 93.8%995,425 (3,092) Total Expenditures 5,653,463$ 5,542,672$ 6,943,980$ 79.8%26,151,500$ (110,791)$ Five Year Trend For the Period Ending March 31, 2018 General Fund - Five Year Trend Village of Oak Brook Revenues Expenditures 3/31/18 3/31/18 3/31/17 3/31/18 YTD % of 2018 Difference YTD YTD Amended Amended Adopted Prior Actual Actual Budget Budget Budget Year OPERATING REVENUES Hotel Tax 246,411$ 239,143$ 255,000$ 94%1,340,000$ (7,268)$ Interest 10,124 16,627 7,500 222%30,000 6,503 Miscellaneous - 2,977 - N/A - 2,977 Total Operating Revenues 256,535$ 258,747$ 262,500$ 98.6%1,370,000$ 2,212$ EXPENDITURES Operation and Contract 32,810$ 69,880$ 148,935$ 47%646,515$ 37,070$ Other Expenditures 23,349 24,885 24,885 100%99,550 1,536 Capital Outlay - 3,476 - N/A 640,000 3,476 Total Expenditures 56,159$ 98,241$ 173,820$ 56.5%1,386,065$ 42,082$ NET FUND INCREASE (DECREASE)200,376$ 160,506$ 88,680$ (16,065)$ (39,870)$ Note - Expenditures are recorded in program 171. Village of Oak Brook Hotel Tax Fund Financial Update For the Period Ending March 31, 2018 Total Total Revenues Expenditures 3/31/18 Actual $ 258,747 98,241$ 3/31/17 Actual $ 256,535 56,159$ % Change From Last Year 0.9%74.9% Major Revenues Grants Hotel Tax Interest Miscellaneous 3/31/18 Actual $ - $ 239,143 $ 16,627 $ 2,977 3/31/17 Actual $ - $ 246,411 $ 10,124 $ - % Change From Last Year 0.0%-2.9%64.2%N/A Five Year Trend Major Expenditures Operation &Other Contractual Expenditures Capital Outlay 3/31/18 Actual 69,880$ 24,885$ 3,476$ 3/31/17 Actual 32,810$ 23,349$ -$ % Change From Last Year 113.0%6.6%N/A Five Year Trend Village of Oak Brook Hotel Tax Fund - Major Sources Five Year Trend For the Period Ending March 31, 2018 Five Year Trend Revenues Expenditures 3/31/18 3/31/18 3/31/17 3/31/18 YTD % of 2018 Difference YTD YTD Amended Amended Adopted Prior Actual Actual Budget Budget Budget Year OPERATING REVENUES Sales Tax 1,748,277$ 1,650,802$ 1,666,750$ 99%5,563,000$ (97,475)$ Interest 13,485 32,373 10,500 308%42,000 18,888 Miscellaneous - 2,729 1,245 219%5,000 2,729 Reimbursements From Other Funds 44,160 45,282 45,285 100%181,130 1,122 Total Operating Revenues 1,805,922$ 1,731,186$ 1,723,780$ 100%5,791,130$ (74,736)$ OPERATING EXPENDITURES Personnel 327,232 363,003$ 390,215$ 93%1,365,445$ 35,771$ Materials and Supplies 23,802 51,446 66,375 78%182,955 27,644 Operation and Contract 308,954 213,551 307,985 69%1,484,755 (95,403) Other Expenditures 40,626 41,217 41,220 100%164,865 591 Capital Outlay - 7,056 100,000 7%5,625,620 7,056 - Total Operating Expenditures 700,614$ 676,273$ 905,795$ 75%8,823,640$ (24,341)$ SURPLUS (DEFICIT) OF REVENUES OVER EXPENDITURES 1,105,308$ 1,054,913$ 817,985$ 129%(3,032,510)$ (50,395)$ INTERFUND TRANSACTIONS Transfers In -$ 7,790$ 200,000$ 4%500,000$ 7,790$ Total Interfund Transactions -$ 7,790$ 200,000$ 4%500,000$ 7,790$ NET FUND INCREASE (DECREASE)1,105,308$ 1,062,703$ 1,017,985$ (2,532,510)$ (42,605)$ Village of Oak Brook Infrastructure Fund Financial Update For the Period Ending March 31, 2018 Total Total Revenues Expenditures 3/31/18 Actual $ 1,731,186 676,273$ 3/31/17 Actual $ 1,805,922 700,614$ % Change From Last Year -4.1%-3.5% Major Revenues Sales Tax Grants Interest Miscellaneous Reimbursements 3/31/18 Actual $ 1,650,802 $ - $ 32,373 $ 2,729 $ 45,282 3/31/17 Actual $ 1,748,277 $ - $ 13,485 $ - $ 44,160 % Change From Last Year -5.6%0.0%140.1%N/A 2.5% Five Year Trend Major Expenditures Materials &Operation &Other Personnel Supplies Contractual Expenditures Capital Outlay 3/31/18 Actual 363,003$ 51,446$ 213,551$ 41,217$ 7,056$ 3/31/17 Actual 327,232$ 23,802$ 308,954$ 40,626$ -$ % Change From Last Year 10.9%116.1%-30.9%1.5%N/A Five Year Trend Expenditures by Department 3/31/17 3/31/18 3/31/18 3/31/18 2018 Difference Five YTD YTD YTD % of Annual Prior Year Actual Actual Budget Budget Budget Year Trend Legislative & General Management 26,759$ 18,646$ 41,515$ 44.9%178,530$ (8,113)$ Public Works 640,098 593,808 726,475 81.7%2,592,335 (46,290) Engineering & Capital Projects 33,757 63,819 137,805 46.3%6,052,775 30,062 Total Expenditures 700,614$ 676,273$ 905,795$ 74.7%8,823,640$ (24,341)$ Five Year Trend Village of Oak Brook Infrastructure Fund - Major Sources Five Year Trend For the Period Ending March 31, 2018 Revenues Expenditures 3/31/18 3/31/18 3/31/17 3/31/18 YTD % of 2018 Difference YTD YTD Amended Amended Adopted Prior Actual Actual Budget Budget Budget Year OPERATING REVENUES Sales Tax -$ -$ -$ 0%102,500$ -$ Real Estate Tax - - - 0%385,000 - Interest 80 266 70 380%250 186 Total Operating Revenues 80$ 266$ 70$ 380%487,750$ 186$ EXPENDITURES Operation and Contract -$ -$ -$ 0%4,090$ -$ Other Expenditures 220,295 223,210 223,210 100%459,820 2,915 Total Expenditures 220,295$ 223,210$ 223,210$ 100%463,910$ 2,915$ NET FUND INCREASE (DECREASE)(220,215)$ (222,944)$ (223,140)$ 23,840$ (2,729)$ Note - Expenditures are recorded in program 283. Village of Oak Brook Promenade TIF Fund Financial Update For the Period Ending March 31, 2018 Total Total Revenues Expenditures 3/31/18 Actual $ 266 223,210$ 3/31/17 Actual $ 80 220,295$ % Change From Last Year 232.5%1.3% Major Revenues Real Estate Sales Tax Tax Interest 3/31/18 Actual $ - $ - $ 266 3/31/17 Actual $ - $ - $ 80 % Change From Last Year 0.0%0.0%232.5% Five Year Trend Major Expenditures Operation &Other Contractual Expenditures 3/31/18 Actual -$ 223,210$ 3/31/17 Actual -$ 220,295$ % Change From Last Year 0.0%1.3% Five Year Trend Village of Oak Brook Promenade TIF Fund - Major Sources Five Year Trend For the Period Ending March 31, 2018 Five Year Trend Revenues Expenditures 3/31/18 3/31/18 3/31/17 3/31/18 YTD % of 2018 Difference YTD YTD Amended Amended Adopted Prior Actual Actual Budget Budget Budget Year OPERATING REVENUES Plan Review Fees 375$ 225$ 495$ 45%2,000$ (150)$ Building/Inspection Fees 375 225 1,245 18%5,000 (150) Water Sales 1,898,454 2,024,151 1,955,000 104%9,730,425 125,697 Unmetered Sales 2,668 3,418 7,500 46%30,000 750 Water Connection Fees 13,800 5,520 12,450 44%50,000 (8,280) Fire Service Charge - - 1,245 0%5,000 - Meter Charges 4,256 2,448 6,255 39%25,000 (1,808) Special Services - - - 0%30,000 - Interest on Investments 6,667 20,496 2,505 818%10,000 13,829 Miscellaneous 11,065 22,053 12,495 176%50,000 10,988 Total Operating Revenues 1,937,660$ 2,078,536$ 1,999,190$ 104%9,937,425$ 140,876$ EXPENDITURES Personnel 227,102$ 199,877$ 219,070$ 91%817,490$ (27,225)$ Materials and Supplies 13,483 10,200 19,035 54%76,860 (3,283) Operation and Contract 771,417 829,727 1,697,200 49%6,780,015 58,310 Other Expenditures 100,401 101,292 101,295 100%405,170 891 Capital Outlay 26,586 732,074 742,545 99%2,710,220 705,488 Total Expenditures 1,138,989$ 1,873,170$ 2,779,145$ 67%10,789,755$ 734,181$ NET FUND INCREASE (DECREASE)798,671$ 205,366$ (779,955)$ (852,330)$ (593,305)$ Village of Oak Brook Water Fund Financial Update For the Period Ending March 31, 2018 Total Total Revenues Expenditures 3/31/18 Actual $ 2,078,536 1,873,170$ 3/31/17 Actual $ 1,937,660 1,138,989$ % Change From Last Year 7.3%64.5% Unmetered Water Water Sales Sales Connection Fees Meter Charges Miscellaneous 3/31/18 Actual $ 2,024,151 $ 3,418 $ 5,520 $ 2,448 $ 22,053 3/31/17 Actual $ 1,898,454 $ 2,668 $ 13,800 $ 4,256 $ 11,065 % Change From Last Year 6.6%28.1%-60.0%-42.5%99.3% Five Year Trend Materials &Operation &Other Personnel Supplies Contractual Expenditures Capital Outlay 3/31/18 Actual 199,877$ 10,200$ 829,727$ 101,292$ 732,074$ 3/31/17 Actual 227,102$ 13,483$ 771,417$ 100,401$ 26,586$ % Change From Last Year -12.0%-24.3%7.6%0.9%2653.6% Five Year Trend Expenditures by Department 3/31/17 3/31/18 3/31/18 3/31/18 2018 Difference Five YTD YTD YTD % of Annual Prior Year Actual Actual Budget Budget Budget Year Trend Public Works 1,124,284$ 1,132,722$ 2,072,845$ 54.6%8,124,535$ 8,438$ Engineering & Capital Projects 14,705 740,447 706,300 0.0%2,665,220 725,742 Total Expenditures 1,138,989$ 1,873,169$ 2,779,145$ 67.4%10,789,755$ 734,180$ Five Year Trend Village of Oak Brook Water Fund - Major Sources Five Year Trend For the Period Ending March 31, 2018 Revenues Expenditures Village of Oak Brook Monthly Operating Statement Sports Core Fund Consolidated Presentation For the Period Ending March 31, 2018 3/31/18 3/31/18 3/31/18 YTD % of 2018 3/31/17 Difference B&T Recreation Food &Golf YTD Amended Amended Adopted YTD Prior Programs Beverage Club Total Budget Budget Budget Total Year DIRECT REVENUES Memberships 11,015$ -$ 115,800$ 126,815$ 114,190$ 111%414,875$ 125,130$ 1,685$ Greens Fees - - 25,177 25,177 22,800 110%975,000 33,690 (8,513) Pro Shop Sales - - 17,994 17,994 18,575 97%200,000 19,287 (1,293) Golf Lessons - - 7,065 7,065 5,000 141%40,000 5,825 1,240 Driving Range Fees - - 34,166 34,166 41,000 83%235,000 32,026 2,140 Rentals - - 2,112 2,112 16,225 13%451,000 9,447 (7,335) Programs/User Fees 4,650 - - 4,650 5,625 83%300,700 12,233 (7,583) Food Sales - 2,582 - 2,582 1,915 135%145,500 2,300 282 Beverage Sales - 3,721 - 3,721 3,000 124%236,000 5,912 (2,191) Other Revenue 100,882 15,924 1,697 118,503 19,970 593%380,650 13,284 105,219 Total Direct Revenues 116,547$ 22,227$ 204,011$ 342,785$ 248,300$ 138%3,378,725$ 259,134$ 83,651$ DIRECT EXPENDITURES Personnel 7,456$ 32,654$ 169,398$ 209,508$ 262,340$ 80%1,497,200$ 218,884$ (9,376)$ Materials & Supplies 1,766 5,322 (11,643) (4,555) 41,380 -11%615,885 41,193 (45,748) Operational & Contractual 283,687 17,348 71,119 372,154 147,125 253%961,510 156,590 215,564 Other - - - - 26,430 0%(44,275) - - Capital 14,942 - 14,789 29,731 15,000 198%365,660 79,577 (49,846) Total Direct Expenditures 307,851$ 55,324$ 243,663$ 606,838$ 492,275$ 123%3,395,980$ 496,244$ 110,594$ Direct Revenues Over (Under) Expenditures (191,304)$ (33,097)$ (39,652)$ (264,053)$ (243,975)$ 108%(17,255)$ (237,110)$ (26,943)$ B&T Administration Overhead Allocation*16,707$ (16,707)$ -$ -$ -$ 0%-$ -$ -$ Operating Revenues Over (Under) Expenditures (174,597)$ (49,804)$ (39,652)$ (264,053)$ (243,975)$ 108%(17,255)$ (237,110)$ (26,943)$ Interfund Loan**100,000$ -$ -$ 100,000$ -$ N/A -$ 75,000$ 25,000$ Transfer From General Fund - - - - - 0%- - - Transfer From Infrastructure Fund 6,000 - - 6,000 6,000 100%24,000 6,000 - Transfer From Water Fund 2,001 - - 2,001 1,995 100%8,000 2,001 - Transfer From Golf Surcharge Fund - - - - - 0%- - - Adjusted Operating Revenues Over (Under) Expenditures (66,596)$ (49,804)$ (39,652)$ (156,052)$ (235,980)$ 14,745$ (154,109)$ (1,943)$ *Overhead allocation is comprised of salaries, business forms, liability insurance, building & grounds maintenance and bank service fees in Program 811 - Sports Core General Operations distributed to various Sports Core Programs on a % basis. **Interfund loan is from the General Fund. This will be repaid as the season begins. Total Direct Total Direct Revenues Expenditures 3/31/18 Actual $ 342,785 606,838$ 3/31/17 Actual $ 259,134 496,244$ % Change From Last Year 32.3%22.3% Driving Program/ Memberships Greens Fees Range Fees Rentals User Fees 3/31/18 Actual $ 126,815 $ 25,177 $ 34,166 $ 2,112 $ 4,650 3/31/17 Actual $ 125,130 $ 33,690 $ 32,026 $ 9,447 $ 12,233 % Change From Last Year 1.3%-25.3%6.7%-77.6%-62.0% Five Year Trend Materials &Operation &Other Personnel Supplies Contractual Expenditures Capital Outlay 3/31/18 Actual 209,508$ (4,555)$ 372,154$ -$ 29,731$ 3/31/17 Actual 218,884$ 41,193$ 156,590$ -$ 79,577$ % Change From Last Year -4.3%-111.1%137.7%0.0%-62.6% Five Year Trend Revenues by Department 3/31/17 3/31/18 3/31/18 3/31/18 2018 Difference Five YTD YTD YTD % of Annual Prior Year Actual Actual Budget Budget Budget Year Trend B&T Recreation Programs 29,998$ 116,547$ 646,495$ 18.0%712,075$ 86,549$ Food & Beverage 17,150 22,227 127,800 17.4%569,000 5,077 Golf Club 211,986 204,011 567,997 35.9%2,097,650 (7,975) Total Revenues 259,134$ 342,785$ 1,342,292$ 25.5%3,378,725$ 83,651$ Expenditures by Department 3/31/17 3/31/18 3/31/18 % of 2018 Difference Five YTD YTD YTD % of Annual Prior Year Actual Actual Budget Budget Budget Year Trend B&T Recreation Programs 121,809$ 307,851$ 344,363$ 89.4%1,058,430$ 186,042$ Food & Beverage 115,129 55,324 281,968 19.6%514,980 (59,805) Golf Club 259,306 243,663 778,751 31.3%1,822,570 (15,643) Total Expenditures 496,244$ 606,838$ 1,405,082$ 43.2%3,395,980$ 110,594$ Five Year Trend Village of Oak Brook Sports Core Fund - Major Sources Five Year Trend For the Period Ending March 31, 2018 Revenues Expenditures Village of Oak Brook Monthly Operating Statement Bath & Tennis Club Recreation Programs For the Period Ending March 31, 2018 3/31/18 3/31/18 3/31/18 YTD % of 2018 3/31/17 Difference 811 812 813 815 816 YTD Amended Amended Adopted YTD Prior B&T Admin Swimming Tennis Polo Open Fields Total Budget Budget Budget Total Year Revenues: Memberships -$ 10,998$ 17$ -$ -$ 11,015$ 14,940$ 74%223,375$ 14,480$ (3,465)$ Programs/User Fees - - - - 4,650 4,650 5,625 83%300,700 12,233 (7,583) Beverage Sales - - - - - - - 0%- - - Other Revenue 382 - - - 100,500 100,882 3,210 3143%188,000 3,285 97,597 Total Revenue 382$ 10,998$ 17$ -$ 105,150$ 116,547$ 23,775$ 490%712,075$ 29,998$ 86,549$ Expenditures: Personnel 7,456$ -$ -$ -$ -$ 7,456$ 37,020$ 20%208,040$ 35,271$ (27,815)$ Materials & Supplies 234 1,532 - - - 1,766 5,040 35%28,280 16,157 (14,391) Operational & Contractual 23,630 258,676 102 - 1,279 283,687 58,335 486%586,160 61,457 222,230 Other - - - - - - 14,040 0%56,200 - - Capital - 14,942 - - - 14,942 15,000 100%179,750 8,924 6,018 Total Expenditures 31,320$ 275,150$ 102$ -$ 1,279$ 307,851$ 129,435$ 238%1,058,430$ 121,809$ 186,042$ Direct Revenues Over (Under) Expenditures (30,938)$ (264,152)$ (85)$ -$ 103,871$ (191,304)$ (105,660)$ 181%(346,355)$ (91,811)$ (99,493)$ B&T Administration Overhead Allocation*30,938$ (11,137)$ (3,094)$ -$ -$ 16,707$ 63,780$ 26%207,995$ 64,600$ (47,893)$ Revenues Over (Under) Expenditures -$ (275,289)$ (3,179)$ -$ 103,871$ (174,597)$ (41,880)$ 417%(138,360)$ (27,211)$ (147,386)$ Interfund Loan**100,000$ -$ -$ -$ -$ 100,000$ -$ N/A -$ 75,000$ 25,000$ Transfer From General Fund - - - - - - - 0%- - - Transfer From Infrastructure Fund 6,000 - - - - 6,000 6,000 100%24,000 6,000 - Transfer From Water Fund 2,001 - - - - 2,001 1,995 100%8,000 2,001 - Adjusted Revenues Over (Under) Expenditures 108,001$ (275,289)$ (3,179)$ -$ 103,871$ (66,596)$ (33,885)$ (106,360)$ 55,790$ (122,386)$ *Overhead allocation is comprised of salaries, business forms, liability insurance, building & grounds maintenance and bank service fees in Program 811 - Sports Core General Operations distributed to various Sports Core Programs on a percentage basis. **Interfund loan is from the General Fund. Village of Oak Brook Monthly Operating Statement Sports Core Food & Beverage Programs For the Period Ending March 31, 2018 3/31/18 3/31/18 821 822 823 3/31/18 YTD % of 2018 3/31/17 Difference B&T Poolside Golf YTD Amended Amended Adopted YTD Prior Clubhouse Café Clubhouse Total Budget Budget Budget Total Year Revenues: Memberships -$ -$ -$ -$ -$ 0%-$ -$ -$ Food Sales - - 2,582 2,582 1,915 135%145,500 2,300 282 Beverage Sales - - 3,721 3,721 3,000 124%236,000 5,912 (2,191) Other Revenue 15,924 - - 15,924 16,500 97%187,500 8,938 6,986 Total Revenue 15,924$ -$ 6,303$ 22,227$ 21,415$ 104%569,000$ 17,150$ 5,077$ Expenditures: Personnel 26,077$ -$ 6,577$ 32,654$ 38,565$ 85%199,505$ 23,603$ 9,051$ Materials & Supplies 2,262 - 3,060 5,322 8,815 60%182,150 11,700 (6,378) Operational & Contractual 16,770 - 578 17,348 21,905 79%133,325 9,173 8,175 Capital - - - - - 0%- 70,653 (70,653) Total Expenditures 45,109$ -$ 10,215$ 55,324$ 69,285$ 80%514,980$ 115,129$ (59,805)$ Direct Revenues Over (Under) Expenditures (29,185)$ -$ (3,912)$ (33,097)$ (47,870)$ 69%54,020$ (97,979)$ 64,882$ B&T Administration Overhead Allocation*(15,469)$ (1,238)$ -$ (16,707)$ (63,780)$ 26%(175,995)$ (64,600)$ 47,893$ Revenues Over (Under) Expenditures (44,654)$ (1,238)$ (3,912)$ (49,804)$ (111,650)$ 45%(121,975)$ (162,579)$ 112,775$ Transfer From General Fund -$ -$ -$ -$ -$ 0%-$ -$ -$ Adjusted Revenues Over (Under) Expenditures (44,654)$ (1,238)$ (3,912)$ (49,804)$ (111,650)$ (121,975)$ (162,579)$ 112,775$ *Overhead allocation is comprised of salaries, business forms, liability insurance, building & grounds maintenance and bank service fees in Program 811 - Sports Core General Operations distributed to various Sports Core Programs on a percentage basis. Village of Oak Brook Monthly Operating Statement Golf Club Programs For the Period Ending March 31, 2018 3/31/18 3/31/18 831 832 833 834 3/31/18 YTD % of 2018 3/31/17 Difference Golf General Golf Learning Golf Cart Golf Course YTD Amended Amended Adopted YTD Prior Operation & Practice Operations Maintenance Total Budget Budget Budget Total Year Revenues: Memberships 115,800$ -$ -$ -$ 115,800$ 99,250$ 117%191,500$ 110,650$ 5,150$ Greens Fees 25,177 - - - 25,177 22,800 110%975,000 33,690 (8,513) Pro Shop Sales 17,994 - - - 17,994 18,575 97%200,000 19,287 (1,293) Golf Lessons - 7,065 - - 7,065 5,000 141%40,000 5,825 1,240 Driving Range Fees - 34,166 - - 34,166 41,000 83%235,000 32,026 2,140 Rentals - - 2,112 - 2,112 16,225 13%451,000 9,447 (7,335) Other Revenue 1,697 - - - 1,697 260 653%5,150 1,061 636 Total Revenue 160,668$ 41,231$ 2,112$ -$ 204,011$ 203,110$ 100%2,097,650$ 211,986$ (7,975)$ Expenditures: Personnel 104,308$ 382$ 808$ 63,900$ 169,398$ 186,755$ 91%1,089,655$ 160,010$ 9,388$ Materials & Supplies (19,153) 515 - 6,995 (11,643) 27,525 -42%405,455 13,336 (24,979) Operational & Contractual 56,233 - 246 14,640 71,119 66,885 106%242,025 85,960 (14,841) Other - - - - - 12,390 0%(100,475) - - Capital - - 14,101 688 14,789 - N/A 185,910 - 14,789 Total Expenditures 141,388$ 897$ 15,155$ 86,223$ 243,663$ 293,555$ 83%1,822,570$ 259,306$ (15,643)$ Direct Revenues Over (Under) Expenditures 19,280$ 40,334$ (13,043)$ (86,223)$ (39,652)$ (90,445)$ 44%275,080$ (47,320)$ 7,668$ Transfer from General Fund -$ -$ -$ -$ -$ -$ 0%-$ -$ -$ Adjusted Revenues Over (Under) Expenditures 19,280$ 40,334$ (13,043)$ (86,223)$ (39,652)$ (90,445)$ 275,080$ (47,320)$ 7,668$