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File #: WRAG 22-024    Name: 2nd Quarterly FInancial Status Report 0 BOD
Type: WR General Agenda Status: Agenda Ready
File created: 2/10/2022 In control: Water Resources Agency Board of Directors
On agenda: 2/22/2022 Final action:
Title: Receive the Monterey County Water Resources Agency (MCWRA) FY 2021-2022 Second Quarter Financial Status Report through December 31, 2021.
Attachments: 1. Board Report, 2. FY22 2nd Quarter Financial Summary, 3. Board Order
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Title

Receive the Monterey County Water Resources Agency (MCWRA) FY 2021-2022 Second Quarter Financial Status Report through December 31, 2021.

Report

RECOMMENDATION:

It is recommended that the Monterey County Water Resources Agency Board of Directors:

 

Receive the Monterey County Water Resources Agency (MCWRA) FY 2021-2022 Second Quarter Financial Status Report through December 31, 2021.

 

SUMMARY/DISCUSSION:

The Monterey County Water Resources Agency’s FY 2021-2022 (FY22) approved budget totals $38.47 million expenditures and $32.40 million in revenue.  On November 22, 2021, Monterey County Water Resources Agency’s Board of Supervisor approved to amend the Monterey County Water Resources Agency’s Pajaro River Fund 112-9300-WRA002-8484 FY 2021-22 adopted budget to increase appropriations and revenues in the amount of $658,500, to budget totals $39.12 million expenditures and $33.06 million revenue. 

 

As of the second quarter of FY22 ending December 31, 2021, the total revenue received is $11,483,146, 45.8% of FY22 Budgeted Revenue.  It includes Special Assessments of $9,914,534, Ad Valorem Taxes of $1,641,953, water delivery and service fees of $1,005,141, grant payments of $373,604, hydro-electric revenue of $317,41, grazing lease and rent revenue of $313,809 and other permits and fee revenue of $64,404. The Agency received $1,509,201 fund transfer from General Fund as a local match of Prop 1 Well Destruction grant.  

 

Comparing to the total revenue of $200,108 in Quarter 1 of FY22, it is an increase of 14,939,949.  Revenues received in Quarter 2 includes Ad Valorem of $1,636,766 and Special Assessments of 9,850,319.  The total revenue received in FY22 was increased by $368,887, compared to the total revenue received during the same period in FY21. 

 

On the expenditure side, actual expenditure thru December 31, 2021 is $15.05 million, which includes $3.48 million encumbrance and $11.57 million cash expenditures.  It is 38.5% of the adopted appropriations. The amount is an increase of $937,348, comparing to those of FY21.  Thru the 2nd Quarter FY22, salaries and benefit, Monterey One Water Contract payment and SVWP bond payment was 25.65%, 29.76% and 11.07% of Agency’s total expenses, respectively. 

 

Agency’s overall financial performance thru December 31, 2021 was as follows:

 

                                                                    Approved Budget     Year-to-Date

FY22 Est. Beg. Fund Balance          $ 21,352,725                $21,352,725

FY22 Revenues                                   33,056,693                  15,140,057

FY22 Expenditures                            (39,123,515)                (15,053,579)

FY22 Est. End. Fund Balance        $15,285,903                 $21,439,203

 

 

FINANCING:

There is no financial impact for receiving this report.

 

Prepared by:               Nan Kyung Kim, Finance Manager III, (831) 755-4860

Approved by:              Brent Buche, General Manager, (831) 755-4860

 

Attachments:

1.                     FY 2021-22 2nd Quarter Financial Summary