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TIF Annual Report 2016VILLAGE OF OAK BROOK TAX INCREMENT FINANCING DISTRICT NO. 1 BUTTERFIELD/MEYERS ROAD ANNUAL REPORT FOR FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 SECTION 1.0 2.0 Attachment A Attachment B Attachment C Attachment D Attachment E Attachment F Attachment G Attachment H Attachment I Attachment J Village of Oak Brook Tax Increment Financing District No. 1 Butterfield/Meyers Rd. TIF Table of Contents TITLE Name of Redevelopment Project Area and Contact Information Redevelopment Project Information Amendments to the Redevelopment Plan, the Redevelopment Project and/or Area Boundary Certification of the Chief Executive Officer of the municipality that the municipality has complied with all of the requirements of the TIF Statute (the "Act") during the reporting fiscal year Opinion of legal counsel that the municipality is in compliance with the Act Statement setting forth all activities undertaken in furtherance of the objectives of the Redevelopment Plan Description of Agreements Regarding Property Disposition or Redevelopment Additional Information on Uses of Funds Related to Achieving Objectives of the Redevelopment Plan Information Regarding Contracts with TIF Consultants Reports Submitted by Joint Review Board Summary of any obligations issued by the municipality and official statements Financial Analysis: TIF Obligations PAGE 1 3 4 5 7 9 10 11 12 13 14 15 BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 SECTION Attachments KandL TITLE For special tax allocation funds that have experienced cumulative deposits of incremental tax revenues of $100,000 or more, a certified audit report reviewing compliance with the Act performed by an independent public accountant certified and licensed by the authority of the State of Illinois Attachment M Intergovernmental Agreements 3.1 3.2 3.3 4.0 5.0 6.0 Exhibit A Exhibit B Analysis of Special Tax Allocation Fund Itemized List of Expenditures from Special Tax Allocation Fund Special Tax Allocation Fund Balance ( end of reporting period) Property purchased by the municipality within the Redevelopment Project Area Review of Public and Private Investment Optional Sections Joint Review Board Minutes Audit and Compliance Letter PAGE 16 17 18 20 25 27 29 31 BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 Section 1. Name of Redevelopment Project Area and Contact Information Refer to chart attached. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 1 Attachment A. Amendments to the Redevelopment Plan, the Redevelopment Project Area Boundary No amendments were made to the redevelopment plan or boundaries in the reporting Fiscal Year. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 4 Attachment B. Certification of the Chief Executive Officer of the municipality that the municipality has complied with all of the requirements of the Act during the fiscal year beginning January 1, 2016 and ending December 31, 2016. Refer to the attached certification. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 5 Attachment C. Opinion of legal counsel that the municipality has complied with the Act. Refer to the attached opinion. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 7 Attachment D. A. B. Statement setting forth all activities undertaken m furtherance of the objectives of the Redevelopment Plan, including: Any project implemented during the reporting fiscal year; and A description of the redevelopment activities undertaken. The Village continued the review of the Oak Brook Promenade redevelopment project that was undertaken in previous reporting Fiscal Years. The project includes a number of retail and service tenants and activity in FY 2016 included the occupancy of a portion of the former Grotto restaurant site with a Pizza Barra restaurant. Fusion Academy ( a private one on one learning academy) occupied 6,000 square feet on the second floor and approximately 10,000 square feet of space is vacant. The ARCO RE real estate group is actively marketing the remaining space for occupancy. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 9 Attachment E. Description of Agreements Regarding Property Disposition or Redevelopment No property was sold by the Village, nor were any new redevelopment agreements entered into by the Village in the reporting Fiscal Year. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 10 Attachment F. Additional Information on Uses of Funds Related to Achieving Objectives of the Redevelopment Plan The Village applied funds to the payment of certain professional costs associated with the administration of the TIF and interest costs applied to the TIP Allocation Limited Obligation Revenue Note. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 11 Attachment G. Information Regarding Contracts with TIF Consultants. The Village entered into a contract with Kane McKenna and Associates, Inc. in order to prepare the TIF annual report. No contracts for such services included contingent payments associated with TIF revenues nor did the consultant undertake contractual activities with entities that have received TIF payments from the Village. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 12 Attachment H. Reports Submitted by Joint Review Board. No reports were submitted by the Joint Review board in the reporting Fiscal Year. The Joint Review Board met on August 2, 2016. The minutes of the meeting are attached as Exhibit A. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 13 Attachment I. Summary of any obligations issued by the municipality and official statements No new obligations were issued by the Village in the reporting Fiscal Year. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL .YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 14 Attachment J. Financial Analysis: TIF Obligations No new analysis was required by the Village, as no new obligations were issued. Existing note obligations have been paid by the Village. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 15 Attachments K and L For special tax allocation funds that have experienced cumulative deposits of incremental tax revenues of $100,000 or more, a certified audit report reviewing compliance with the Act performed by an independent public accountant certified and licensed by the authority of the State of Illinois. The audit report shall contain a letter from the independent certified public accountant indicating compliance or noncompliance with the requirements of subsection ( q) of Section 11-74.4-3. An audit and accountant's certification for the Special Tax Allocation fund are attached as Exhibit B. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 16 Attachment M Intergovernmental Agreements Not applicable. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 17 Section 3.1 Analysis of Special Tax Allocation Fund Refer to table attached. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 10 FY 2016 SECTION 3.1 -(65 ILCS 5/11-74.4-5 (d) (5) and 65 ILCS 5/11-74.6-22 (d) (5)) Provide an analysis of the special tax allocation fund. TIF NAME: Oak Brook TIF No. 1 Fund Balance at Beginning of Reporting Period 230,211 1 Revenue/Cash Receipts Deposited in Fund During Reporting FY: Reporting Year Cumulative* % of Total Property Tax Increment $ 354,829 $ 3,132,881 State Sales Tax Increment Local Sales Tax Increment $ 103,007 $ 667,552 State Utility Tax Increment Local Utility Tax Increment Interest $ 389 $ 2,881 Land/Building Sale Proceeds Bond Proceeds Transfers from Municipal Sources Private Sources Other (identify source · if multiple other sources, attach schedule) *must be completed where current or prior year(s) have reported funds Total Amount Deposited in Special Tax Allocation Fund During Reporting Period Cumulative Total Revenues/Cash Receipts 458,22s 1 Total Expenditures/Cash Disbursements (Carried forward from Section 3.2) .... I $"--__ 4_39""",_15_8__.I Distribution of Surplus Total Expenditures/Disbursements I$ 439,158 I NET INCOME/CASH RECEIPTS OVER/(UNDER) CASH DISBURSEMENTS I$ 19,067 I FUND BALANCE, END OF REPORTING PERIOD* I$ 249,278 I * if there is a positive fund balance at the end of the reporting period, you must complete Section 3.3 SURPLUS*/(DEFICIT)(Carried forward from Section 3.3) (3,2s1,98s) 1 3,803,314 I 82% 0% 18% 0% 0% 0% 0% 0% 0% 0% 0% Section 3.2 Itemized List of Expenditures from Special Tax Allocation Fund Refer to tables attached. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 20 SECTION 3.2 A-(65 ILCS 5/11-74.4-5 (d) (5) and 65 ILCS 5/11-74.6-22 (d) (5)) FY 2016 TIF NAME: Oak Brook TIF No. 1 ITEMIZED LIST OF ALL EXPENDITURES FROM THE SPECIAL TAX ALLOCATION FUND (by category of permissible redevelopment cost, amounts expended during reporting period) FOR AMOUNTS >$10,000 SECTION 3.2 B MUST BE COMPLETED Category of Permissible Redevelopment Cost [65 ILCS 5/11-74.4-3 (q) and 65 ILCS 5/11-74.6- 10 (o)] Amounts Reporting Fiscal Year 1. Costs of studies, administration and professional services-Subsections (q)(1) and (o) (1) ii Professional and administative,servioes ,, -. -3,938 .• '• ., · .. :.•; ,• •, .• . . /: . . .. i.c . : $ 3,938 2. Cost of marketing sites-Subsections (q)(1.6) and (o)(1.6) '• :··· . <, •. /< .• .. · .. . · . . . . $ - 3.Property assembly: property acquisition, building demolition, site preparation and environmental site improvement costs. Subsections (q)(2), (o)(2) and (o)(3) . : : .· .. ···. . . .... ,i . .. ••': '•·••· :< ' i : ·'.. ii: ., ... ; :;; •, ,,', ·. :_;_;. . : .. ··· .. . $ - l'l,vos1s or renaoImauon, reconstrucuon, repair or remoae11ng 01 exIsung puo11c or private ou11aIngs. · ... Subsection (q)(3) and (o}(4) .· i ·, i '{ :' , •.. i:i · •. . i <. / ... . ·: / . . ;,i i ;;.. ·• •' i ·· ... ,; ; .. ;..•, :< ;/ :} ,., •:<<• .. $ - 5. Costs of construction of public works and improvements. Subsection (q)(4) and (o)(5) •. > ......... ,•, .. ; . :. . '•,, ,, .•:::y .... :~: A'-·:•· · .• .. · . ; /.) ,:! .... ·. •:· I c ; .. /; .. ·· .. t :• '••· •: ·.· : .,:<.: ./.\; ..... ; <\ ... ·./ (\-• .• ; . .s.c:.-· :•· -:; :. ·. :; ·; ,~· . •.: ••• i; \" .. : $ - a.Costs of removing contaminants required by environmental laws or rules (o)(S) -Industrial Jobs Recovery TIFs ONLY .. ',;1 . t ,,. mtir• $ - 21 SECTION 3.2 A PAGE 2 r. vost OT JOO training ana retraining, incIuaing ·weIrare to worK" programs ::;uosectIon (qJ(5J, (01111 ' and (o)(12) ' ', . ,' .. ; ' : .. : '''' ' > ... : : ; ', :• . ' .. $ - ; a.Financing costs related to obligations issued by the municipality. Subsection (q) (6) and (0)(8) Redevelopment Note payments 435,220 ,·• : : ,· ; ' •: :: $ 435,220 9. Approved taxing district's capital costs. Subsection (q)(7) and (o)(9) .. ·. \ . . 2 y ....... .· ·. \. : ' .,·· ; .; $ - 10. Cost of Reimbursing school districts for their increased costs caused by TIF assisted housing .. projects. Subsection (q)(7.5) -Tax Increment Allocation Redevelopment TIFs ONLY ·. • : '. .·. . ; :·· \: : . .. ·-:···:•· ., . <····· $ - 11. Relocation costs. Subsection (q)(8) and (o)(1 0) · .... •·· : .·:- <.·. < . ... " :,· .. · .! ; . ,'"·, .·.;. ·: .. ; ::-'<'· ... · i'< ~ .: :•::H·. · ; ·•· ·>,·• ;.: ... J : .\:• •. ,.:/,:; . . < :. .. .,· •··· $ - 12.Payments in lieu of taxes as defined in Subsections 11-74.43(m) and 11-74.6-10(k). Subsection :,; · .... \>.' } (q)(9) and (o)(11) ... .1. .. , ··. l' : .. , ;: .. :.' ': : );' . ... ! ,,:,-,-:. j • n .\ '·•· ; •; , ......... ;.:,} : i : .. "'° ::<;:.· .. Xt ·•}; : .•. ': ii: ii'' '; ...... ,;·,.,.,, $ - 13. 1.;osts oT JOO training, retraining aavancea vocational or career eaucallon provIaea oy otner •• :;;; ·· .. . \ taxing bodies. Subsection (q)(1 0) and (o)(12) ' ·.: .. : ;: ... .: ; C ; ·/ ·"'·<r:.· ,:,. : :,;< .. ,.;k./.fo•.·,,:· ... · . .-'·<·····• :"<:• -r,f"".'.:,.,: ·: .. , .. ': .,.,,::·:•, ;,·::-· 1'._.' .. ,.-:./: : :>' ,!{: Y;•}: ; ' ' ,. ji~: ' _: .•:·:j $ - 22 SECTION 3.2 A PAGE3 14. Costs of reimbursing private developers for interest expenses incurred on approved redevelopment projects. Subsection (q)(11 )(A-E) and (o)(13)(A-E) . . . · . .: . ·. ... ·.····· '• ,' . ,• ,, $ - 15. Costs of construction of new housing units for low income and very low-income households. Subsection (q)(11)(F) -Tax Increment Allocation Redevelopment TIFs ONLY ·, .. : •' . ' . . ,. : . •'· .. 'i . i • $ -. 16. Cost of day care services and operational costs of day care centers. Subsection (q) (11.5) - Tax Increment Allocation Redevelopment TIFs ONLY .. . · . .. '•' . .. ·. . $ - I TOTAL ITEMIZED EXPENDITURES 439,158 I 23 Section 3.2 B FY 2016 TIF NAME: Oak Brook TIF No. 1 List all vendors, including other municipal funds, that were paid in excess of $10,000 during the current reporting year. There were no vendors, including other municipal funds, paid in excess of $10,000 during the current reporting period. Name Service 1311 LLC Note Debt Service Five Star Ventures Note Debt Service Mary Riordan Note Debt Service Ryan Murphy Note Debt Service St Paul Fire and Marine Ins. Note Debt Service 24 Amount $ 87,045.00 $ 21,760.00 $ 87,045.00 $ 21,760.00 $ 217,610.00 Section 3.3 Special Tax Allocation Fund Balance ( end of reporting period). Refer to table attached. BUTTERFIELD/ MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 25 SECTION 3.3 -(65 ILCS 5/11-74.4-5 (d) (5) 65 ILCS 11-74.6-22 (d) (5)) Breakdown of the Balance in the Special Tax Allocation Fund At the End of the Reporting Period FY 2016 TIF NAME: Oak Brook TIF No. 1 FUND BALANCE, END OF REPORTING PERIOD 1. Description of Debt Obligations Limited Obligation Note -Series 2005 Total Amount Designated for Obligations 2. Description of Project Costs to be Paid Total Amount Designated for Project Costs TOTAL AMOUNT DESIGNATED SURPLUS*/(DEFICIT) Amount of Original Issuance $ -I s Is 249,21s 1 Amount Designated 3,507,263 3,507,263 I -I 3,507,263 1 (3,257,985)! * NOTE: If a surplus is calculated, the municipality may be required to repay the amount to overlapping taxing 26 Section 4.0 A description of all property purchased by the municipality within the Redevelopment Project Area including: A. Street Address B. Approximate size or description of property C. Purchase Price D. Seller of property No property was purchased in the Redevelopment Project Area by the Village in the reporting Fiscal Year. BUTTERFIELD/MEYERS RD. TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016 AND ENDING DECEMBER 31, 2016 ,· 27 SECTION 4 (65 ILCS 5/11-74.4-5 (d) (6) and 65 ILCS 5/11-74.6-22 (d) (6)] FY 2016 TIF NAME: Oak Brook TIF No. 1 Provide a description of all property purchased by the municipality during the reporting fiscal year within the redevelopment project area. _X_ No property was acquired by the Municipality Within the Redevelopment Project Area Property Acquired by the Municipality Within the Redevelopment Project Area Property (1): Street address: Approximate size or description of property: Purchase price: Seller of property: Property (2): Street address: Approximate size or description of property: Purchase price: Seller of property: Property (3): Street address: Approximate size or description of property: Purchase price: Seller of property: Property (4): Street address: Approximate size or description of property: Purchase price: Seller of property: 28 Section 5.0 Review of Public and Private Investment. Refer to table attached. BUTTERFIELD/MEYERS RD.TIF ANNUAL REPORT FOR VILLAGE OF OAK BROOK FISCAL YEAR BEGINNING JANUARY 1, 2016AND ENDING DECEMBER 31, 2016 29 SECTION 5 • 65 ILCS 5/11-74.4-5 (d) (7) (G) and 65 ILCS 5/11-74.6-22 (d) (7) (G) PAGE 1 FY 2016 TIF NAME: Oak Brook TIF No. 1 *Page 1 is to be included with TIF Report. Pages 2-3 are to be included ONLY if projects are listed. Box below must be filled in with either a check or number of projects, not both Check if NO projects were undertaken by the Municipality Within the Redevelopment Project Area: ENTER total number of projects undertaken by the Municipality Within the Redevelopment Project Area and list them in detail below•. Estimated Investment for Subsequent Fiscal TOTAL: 11 /1 /99 to Date Year Private Investment Undertaken (See Instructions) $ 54,690,106 $ 2,500,000 Public Investment Undertaken $ 150,000 $ 225,000 Ratio of Private/Public Investment 364 3/5 Project 1: *IF PROJECTS ARE LISTED NUMBER MUST BE ENTERED ABOVE Promenade Retail Project Private Investment Undertaken (See Instructions) $ 54,690,106 $ 2,500,000 Public Investment Undertaken $ 150,000 $ 225,000 Ratio of Private/Public Investment 364 3/5 Project 2: Private Investment Undertaken (See Instructions) Public Investment Undertaken Ratio of Private/Public Investment 0 Project 3: Private Investment Undertaken (See Instructions) Public Investment Undertaken Ratio of Private/Public Investment 0 Project 4: Private Investment Undertaken (See Instructions) Public Investment Undertaken Ratio of Private/Public Investment 0 Project 5: Private Investment Undertaken (See Instructions) Public Investment Undertaken Ratio of Private/Public Investment 0 Project 6: Private Investment Undertaken (See Instructions) Public Investment Undertaken Ratio of Private/Public Investment 0 30 --- 1 Total Estimated to Complete Project $ 57,190,106 $ 4,250,000 1321/46 $ 57,190,106 $ 4,250,000 13 21/46 0 0 0 0 0 Optional: Information in the following sections is not required by law, but would be helpful in evaluating the performance of TIF in Illinois. *even though optional MUST be included as part of complete TIF report SECTION 6 FY 2016 TIF NAME: Oak Brook TIF No. 1 Provide the base EAV (at the time of designation) and the EAV for the year reported for the redevelopment project area Year redevelopment project area was designated Base EAV Reporting Fiscal Year EAV 20osl $ 6,604,760 1 s 14,308,670 1~ _ List all overlapping tax districts in the redevelopment project area. If overlapping taxing district received a surplus, list the surplus. _X_ The overlapping taxing districts did not receive a surplus. Surplus Distributed from redevelopment Overlapping Taxing District project area to overlapping districts $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ SECTION 7 Provide information about job creation and retention uescr1pt1on an Cl I ype Number of Jobs Number of Jobs (Temporary or Retained Created Permanent) of Jobs Total Salaries Paid $ $ $ $ $ $ $ SECTION 8 Provide a general description of the redevelopment project area using only major boundaries: Optional Documents Enclosed Legal description of redevelopment project area Map of District 31 - - - - - - - - - - - - - - - - - - - - - - EXHIBIT A EXHIBITB VILLAGE OF OAK BROOK BALANCE SHEET GOVERNMENTAL FUNDS As of December 31, 2016 Hotel/Motel General Tax ASSETS Cash and investments $ 16,510,154 $ 4,403,430 Receivables Property taxes Sales taxes 3,715,915 Utility taxes 1,220,588 Accounts 378,340 Allotments Accrued interest 47,339 7,186 Other 331,680 106,766 Inventories 1,355 Prepaid items 57 089 TOTAL ASSETS $ 22,262,460 $ 4,517,382 LIABILITIES, DEFERRED INFLOWS OF RESOURCES, AND FUND BALANCES Liabilities Accounts payable $ 590,501 $ 223,876 Accrued payroll 655,016 Deposits 703,015 Unearned revenues 81 271 Total Liabilities 2,029,803 223,876 Deferred Inflows of Resources Deferred property taxes Unavailable other receivables 160 113 Total Deferred Inflows of Resources 160113 Fund Balances Nonspendable for inventory 1,355 Nonspendable for prepaid items 57,089 Restricted for infrastructure Restricted for highways and streets Restricted for fire department Restricted for culture and recreation 4,293,506. Restricted for economic development Unassigned 20,014,100 Total Fund Balances 20,072,544 4,293,506 TOTAL LIABILITIES, DEFERRED INFLOWS OF RESOURCES, AND FUND $ 22,262,460 $ 4,517,382 BALANCES See accompanying notes to financial statements. Promenade Infrastructure TIF $ 5,419,586 $ 249,278 354,800 1,748,277 9,644 72,738 $ 7,250,245 $ 604,078 $ 370,270 $ 41,235 411 505 354,800 72 738 72 738 354,800 6,766,002 249,278 6,766,002 249,278 $ 7,250,245 $ 604,078 Page 20 VILLAGE OF OAK BROOK SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE -BUDGET AND ACTUAL -PROMENADE TIF FUND -MAJOR CAPITAL PROJECT FUND For the Year Ended December 31, 2016 With Comparative Actual Amounts for the Year Ended December 31, 2015 REVENUES TAXES Municipal sales tax Property taxes Investment income Total Revenues EXPENDITURES Current General government Debt service Principal Interest and fiscal charges Total Expenditures Net Change in Fund Balance FUND BALANCE - Beginning of Year FUND BALANCE • END OF YEAR $ 2016 Budgeted Amounts Original 97,000 $ 330,000 15 427 015 3,800 140,000 290,000 433 800 Final 97,000 $ 330,000 15 427 015 3,940 145,000 290,220 439 160 =$ ===(6=, 7=8=5) =$ ===='=12=, 1=4='5) $ Actual 103,007 $ 354,829 389 458 225 3,938 145,000 290,220 439 158 Variance with Final Budget 6,007 $ 24,829 374 31 210 2 2 19,067 =$===31=,=21=2 230 211 249,278 $ 2015 Actual 98,822 325,654 40 424 516 3,975 119,913 298 974 422 862 1,654 228,557 230,211 Page 109