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02. Exhibits*414 go r 0 Budget Certification (Final Budget) Listing of Officials General Statistical Information Personnel Schedule-10 year history of FTE's Chart - Total City Budget Chart - General Fund Revenue & Expenditure Chart - General Fund - Fund Balance History Organization Chart Mill Levy History Department of Revenue Certified Valuation (Final Budget) Estimated Department Of Revenue Mill Levy Calculation Administrative Transfer Formula BUDGET CERTIFICATION THIS IS TO CERTIFY that the Annual Budget for Fiscal 2010 was prepared according to law and adopted by the City Council on September 8, 2009; and that all financial data and other information set forth herein are complete and correct to the best of my knowledge and belief. Signed Date f mela B. Kennedy Mayor Signed ` e Howington City Manager City of Kalispell • 2 Date q -z-�G (-)C( CITY OF KALISPELL 2010 FINAL BUDGET ELECTED OFFICIALS Manager/Council form of Government Mayor Pamela B. Kennedy 12/2009 Council members: Kari Gabriel Ward I 12/2011 Jim Atkinson Ward III 12/2009 Robert Hafferman Ward I 12/2009 Randy Kenyon Ward III 12/2011 Wayne Saverud Ward II 12/2011 M. Duane Larson Ward IV 12/2011 Hank Olsen Ward II 12/2009 Tim Kluesner Ward IV 12/2009 Other City Officials: City Manager Jane Howington Attorney Charles Harball Police Chief Roger Nasset Acting Fire Chief Dan Diehl Finance Director Amy Robertson City Treasurer Deb Deist City Judge Heidi Ulbricht Public Works Director James Hansz Parks Director Michael Baker Community Development Director vacant Planning Director Tom Jentz Human Resource Director Terry Mitton Assistant Finance Director Rick Wills 3 CITY OF KALISPELL, MONTANA Miscellaneous Statistics (unaudited) Class of City lst Date of Organization 1892 County Flathead Form of Government Council/ Manager Number of employees (non -elected) 205.3 Seasonal employees 100+ Elected Mayor, 8 Council persons, Municipal Judge 10 Population of the City - estimated 20,500 Land area 7201 acres Registered Voters: active 9,341 inactive 2,273 11,614 City Services: Police protection Fire Department, Ambulance Service and Building Inspection Parks & Recreation; Urban Forestry Community Development Public Works -Streets, Water, Sewer, Wastwater Treatment, Storm Sewer General Administration -City Manager, Attorney, Finance, City Clerk, Municipal Court Planning & Zoning Municipal Airport Miles of Streets & Alleys 133 Municipal Water/Sewer: Number of consumers 8,357 Average daily water consumption (millions) 2.15 Miles of water main 116 Miles of sewer main 119 Miles of storm main 47 Water rate per 1,000 gallons $ 2.43 Sewer rate per 1,000 gallons $ 4.19 Irrigation per 1,000 gallons $ 1.55 Customer service costs $3.75 each (water/sewer) per billing period. 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N Ll L'I En M CD c Z C tit M 41 :3 0 0 CD 'a LL 4 E Q, (D a 75 E u aN CD LL Q� r- o o Ln oa 4, CD 01— r- n CD E 4w, In 0 th E a) a) 0 CL C E 0 sm- > a) L) (D r- 4j < 0 Z3 r- t o m - a L- SR L- L- CD m m 0 o E m u '1Z < u 0 0 *0 0- *lz CL -(n 0 UO MZ 4 (A 17) M 3: t� (A ED < 0 0 c LL �E }J ®� 0ice \co \� L o k � m « w - © 2 _ Lu a-© e X 3 SLU w » co U)M c � 73 I/ ® t \gam 2 \ % k# ) »\ 7� I% 7 \ q 2 2@ J==& A _ _ m It o W # 2 & # 3 2 & " t M_ G 7 / d k © ƒ § ?d twk &wk t Q O $ 0 �7 ƒ _ « § \ ( � 2 $ $ 9 t, G o° E r, U- A �e A o 3� z 'W V o w N IN E, Af € W w� Z Iz 4 a U N N U_ L. tQ U r� � o 0 N bD O�m tn 00 1.-0 M �O en fh in In rl 00 O O O °� O O N p rl 00 l � M O .-+ O 00 00 °� °^ O O N O rC� .� M 00 r p 00 O O 01 00 O ,� N °� 00 tn t- M O p .� °� M l- l— C\ 00 00 eq 00 h [ M R' �-+ 6A M N 69 I" N O M 6R ( et 69 kn N 69 Oi 6R 66 6R 64 try 69 65 66 a y L w a ';ol w G7G7Ua;wa U cW7ra►� UUS FA Aw w� c� W c4 W� Q w 0 0 0 0 0 0 0 0 to 0 o � 0 to 0 o � 0 � 6R 0 o Ge GOB, Ge °t°Z� 6002 800t --- �0p2 9°pt s002 b°OZ £ppZ tppt tppt °0ot 666I 866-I �66t -- 966t s66t �66t £66t 266t I66I °66t 68 M 00 N N IO CN t` � O N N 00 t- M N t- O M M N N r r+ M r t-- to � t- M �P a N to �0 tfn r-1 rl N "tO N 00 00 to rl N et o0 Q 4 4 - M N �O 00 r N t` eP O� en- 00 W t� N 'IT 00 N O\ O\ t- � h N to O\ py to 00 O N t` 00 0000 00 ON - O O to to et N en�H Q� 6R 69 6I3 69 6A 69 fI4 6A 6R3 6R 65 6R 604 6A 69 6/i V9, bfi 69 69 66 65 69 pro 0 00 O� O 10 N en 'T to \0 t- 00 ON O ti N en tr to � t-00 ON al 00 00 O, O, O, Cl ON O� alO, � O O O O O O O O O O O C, ON O\ O, O O� O\ ON ON O� ON ON O O O O O O O O O O N -4-4 10"M "q rl N N N N N N NNN a� 8 ) I § § § � } � /� ( () (� }� } ) / 9 Mill Levy - 5 year Comparison GENERAL FUND PARKS -designated mills **Permissive levies: G. O. BOND, series 2002 -voted levy POOL G. O. BOND, series 2004 -voted levy FIREHALL Health Ins. levy -premium increases Parks health TOTAL CITY LEVY 2006 2007 2008 2009 2010 137.00 134.90 132.60 138.76 117.71 22.40 140.11 10.00 9.00 7.50 7.75 7.50 10.50 9.50 8.00 7.50 7.00 12.50 , 13.50 14.75 16.22 13.60 1.60 170.00 166.90 162.85 170.23 169.81 "The legislature provided for the increase in mills necessary to pay higher health insurance premiums. The pool debt service levy is voter approved and can go up or down each year depending on the debt service schedule and the value of the mill. The same is true for the FireHall debt service. Other Government levies: City/County Health Fund 5.30 5.10 5.34 5.61 5 (Administered by the County) City County Health Fund levy to be provided by County. Business Improvement District levy 37.5 37.5 0.00 0.00 37.501 (plus square footage assessment at .015 sq. ft.) 10 Adkk�o��� Alifft tar MONTANA -I-EVENUE Form AB-72T Rev. 8-09 Revised 9/3/2009 2009 Certified Taxable Valuation Information (Pursuant to 15-10-202, MCA) County of Flathead Taxing Jurisdiction: Kalispell City 1. 2009 Total Market Value.. ........................................................ $ 1,269,510,589 2. 2009 Total Taxable Value......................................................... $ 39,522,014 3. 2009 Taxable Value of Newly Taxable Property ............................ $ 1,453,182 4_ 2009 Taxable Value less Incremental Taxable Value* $ 37,981_.898. 5. 2009 Taxable Value of Net and Gross Proceeds $ 0 (Class 1 and Class 2 properties) .......................................... Tax Increment Current Taxable Base Taxable Value Incremental Value District Name Value Kalispell C 34713,053 _ - - - ` 312a.347 490,706 Kalispell B 1,413,397 4513,612 959.786 Old School 7_5_.854 390 75.464 Technology G III Technology AI • •if-ti1 �� Old School Industrial H 14,289 128 1.4,_1.61 L Preparer Total Incremental Value 1 5an 1IR Date *Note: This Value is the taxing jurisdiction's taxable value less total incremental value of all tax increment financing districts. For Information Purposes only 2009 taxable value of centrally assessed property having a market value of $1 million or more, which has transferred to a different ownership in compliance with 15-10-202(2), MCA, I. Value included in "newly taxable" property $ 0 II. Total value exclusive of "newly taxable" property $ 0 1 1 440T Mill levy calculation - Dept. of Revenue values for FY2010 DETERMINATION OF TAX REVENUE AND MILL LEVY LIMITATIONS UNDER HOUSE BILL 124 Ad valorem tax revenue assessed 2006-2007 5,065,760 ►dd: FISCAL YEAR 2009 INFLATION ADJUSMENT @ 1.1% Section 94 (1)(a) 55,723 55,723 Technical correction - last years calculation (3,479) Adjusted Property Tax Revenue Assessed 5,118,005 :URRENT YEAR LEVY COMPUTATION: Taxable value per mill ® 37,982 Less: Newly taxable property per mill value, (1,453.00) Taxable value per mill (enter as negative) (1,453)', Taxable value per mill 36,529 1 Authorized mill levy under HB 124 (includes floating mills) 140.11 djusted taxable value per mill 36,529 Add: Newly taxable property per mill value 1,453 Taxable value per mill of net and gross proceeds (coui 0 1,453 Taxable value per mill (including newly taxable property) 37,982 Authorized mill levy under HB 124 (includes floating mills) 140.11 Current property tax revenue limitation 5,321,581 KCLANI 1 ULA I IUN: Previous year adjusted property tax revenue assessed (5) 5,118,005 Amount attributable to newly taxable property and net/gross proceeds 203,577 Current property tax revenue 5,321,581 12 Manager $ 53,721 Adjust-$100,000 Personnel $ 138,901 Mayor/council $ 119,492 City Clerk S 73,079 Finance $ 248,903 Attomey(less prosecutors) $ 100,000 City Hall $ 363,582 General GovVInsurance $ 137,277 Total $ 1,234,955 (Actual Costs for each fund are taken from the previous year's financial statements. ALLOCATION FY2010 BUDGET FY07 FY 08 Percent of Comparison Expenditures Total $ 19,090,747 General Government S 18,985,752 0.61839799 $ 206,710 Udag S 259,819 0.00846274 S 212,942 Airport Tif $ 336,946 0.01097490 $ 668,479 Westside Tif $ 48,228 0.00157087 $ 167,309 Forestry $ 169,365 0.00551650 S 115,872 Parking Comm S 145,714 0.00474615 $ 174,865 Airport S 202,121 0.00658342 $ 1,753,040 Water Fund $ 2,241,308 0.07300318 $ (11,715,758) supported funds $ 144,136 Water Billing $ 153,469 0,00499874 $ 30,701,510 total per budget printout $ 1,151,459 Sewer Operations $ 1,361,631 0.04435062 $ 18,985,752 S 149,561 Sewer Billing $ 171,133 0.00557409 S 2,137,316 Wastewater Fund $ 2,367,417 0.07711077 $ 599,017 Storm sewer $ 816,608 0.02659830 $ 654,839 Solid Waste Fund $ 762,782 0.02484510 S 580,771 Building Inspection $ 340,000 0.01107437 S 1,273,320 Street Maint. S 1,251,455 0.04076200 $ 156,873 Light Maint. $ 190,843 0.00621608 $ 936,121 Ambulance $ 896,919 0.02921417 $ 30,173,377 Total $ 30,701,510 1.000000 Total FYI Allocation Last Years General Fund 0.618398 $ 763,694 S 830,809 diff Monthly Udag 0.008463 $ 10,451 $ 8,996 $ 1,455 $ 870.93 Airport Tif 0.010975 $ 13,554 $ 9,267 $ 4,287 $ 1,129.46 Westside Tif 0.001571 $ 25,000 S 29,091 $ (4,091) $ 2,083.33 Forestry 0.005517 S 6,813 $ 7,281 S (468) $ 567.72 Parking Comm 0.004746 $ 5,861 $ 5,043 S 818 $ 488.44 Airport 0.006583 S 8,130 $ 7,610 $ 520 $ 677.52 Water Operations 0.073003 S 90,156 S 76,290 $ 13,866 $ 7,512.97 Water Billing 0.004999 $ 6,173 $ 6,273 S (100) $ 514.44 Sewer Operations 0.044351 S 54,771 $ 50,110 S 4,661 $ 4,564.25 Sewer billing 0.005574 S 6,884 S 6,509 S 375 $ 573.65 Wastewater Operations 0.077111 $ 95,228 $ 93,014 S 2,214 $ 7,935.69 Stone sewer 0.026598 S 32,848 $ 26,069 S 6,779 $ 2,737.31 Solid Waste 0.024845 S 30,683 $ 28,498 $ 2,185 $ 2,556.88 Building Inspection-S2,323 0.011074 $ 12,353 S 23,245 $ (10,892) $ 1,029.45 Street Maint. 0.040762 $ 50,339 $ 55,413 $ (5,074) $ 4,194.94 Light Maint. 0.006216 S 7,677 $ 6,827 $ 850 $ 639.71 Ambulance 2230 0.029214 S 36,078 $ 40,739 $ (4,661) $ 3.006.51 Total 1.000000 $ 1,256,692 $ 480,275 $ 12,723 $41,083.20 $ 492,998 Revenue to General Fund Bldg. dept cannot fund Note: Did not include cost of prosecutor to be /Council budget-adm reduced $2,323 distributed for Admin. 13