Washburn University FY06 Public Budget

Educational and General Funds
Auxiliaries
Debt Retirement
Employee Benefit
Tort Claim
Capital Improvement
Sales Tax Smoothing


Educational and General Funds



Actual Estimate Budget


FY04 FY05 FY06





Fund Balance July 1
15,500,735 14,810,482 8,046,722





Revenues:



Tuition & Fees
26,726,774 29,810,312 33,452,152
Endowment Income
924,597 603,690 1,342,286
Tax-Sales
16,163,105 16,163,105 17,977,532
Tax-Other
15,098

Out-District Income
219,445 178,791 104,750
Benefit Fund Reimbursement
17,268
10,000
State Aid
10,102,336 10,555,928 11,112,456
Other Income
3,011,358 3,423,931 3,533,365
Transfers/Use of Reserves


1,800,000





Revenue Sub-total
57,179,981 60,735,757 69,332,541





Total Resources Available
72,680,716 75,546,239 77,379,263





Expenditures:



Education & General Instruct
28,295,271 30,346,161 32,796,639
Pub Service & Acad Support
9,195,629 9,533,289 11,363,567
Student Services
5,187,843 6,161,843 6,728,338
Institutional Support
6,925,785 6,059,780 7,344,430
Facilities Service
5,403,125 5,416,367 6,335,998
Scholarships & Fellowships
1,005,964 1,305,311 1,511,408
Transfers
1,856,617 8,676,766 3,252,161
Contingency


2,500,000





Expenditure Sub-total
57,870,234 67,499,517 71,832,541





Fund Balance June 30
14,810,482 8,046,722 5,546,722










Unanswered Questions:

1. What is included in the Other Expenses & Transfers for FY05's estimate of $8,676,766? Transfers were budgeted for $2,767,101 in FY05.

2. The FY05 expenditure budget was for $65,200,573. Why does the estimated expenditure level exceed the budgeted amount?


Auxiliaries



Actual Estimate Budget


FY04 FY05 FY06





Fund Balance, July 1
413,810 572,882 518,062





Revenues:



Student Union Revenue
5,759,431 5,993,000 6,572,741
Residential Living
1,330,604 2,013,000 2,118,190





Revenue Sub-total
7,090,035 8,006,000 8,690,931





Total Resources Available
7,503,845 8,578,882 9,208,993





Expenditures:



Salaries & Wages
1,984,651 1,990,000 2,220,242
Cost of Goods Sold
3,115,990 3,450,000 3,295,134
Other Expenses
1,130,322 1,380,000 1,877,087
Transfers to Debt Retirement Fund
700,000 1,240,820 1,237,050
Transfers to Bldg Construction Fund


261,418





Expenditure Sub-total
6,930,963 8,060,820 8,890,931





Fund Balance June 30
572,882 518,062 318,062










Unanswered Question:

The FY05 auxiliary expenditure budget was for $7,858,185. Why does the estimated expenditure level exceed the budgeted amount?


Debt Retirement Fund



Prior Year Current Yr Proposed


Actual Estimate Budget


FY04 FY05 FY06





Fund Balance July 1
1,014,997 6,634 257,237





Revenues:



Ad Valorem Tax
2,430,373 2,699,085 2,950,557
Motor Vehicle & 16/20 Vehicle Tax
265,043 316,952 309,765
Neighborhood Revitalization


56,549
In Lieu of Taxes (IRB)

12,163 11,902
Delinquent Taxes
11,635 53,919 23,000
Investment & Other Income
104,159 147,086 109,050
Other Income
250,000 541,208 250,000
Parking Fees
25,038 25,038 25,038
Transfer from Other Funds/Debt Service
1,590,000 2,130,820 2,127,050





Revenue Sub-total
4,676,248 5,926,271 5,862,911





Total Resources Available
5,691,245 5,932,905 6,120,148





Expenditures:



Bond Principle Payments
1,045,000 1,365,000 1,260,000
Bond Interest Payments
1,713,169 1,361,514 1,417,498
Bond Service Charges
(2,080) 28 25
Transfers to Bldg Construction Fund:



For Capital Maintenance
2,100,000 2,105,010 2,100,000
For Equipment
803,484 819,078 800,000
For Parking
25,038 25,038 25,038
Contingency


400,000





Expenditure Sub-total
5,684,611 5,675,668 6,002,561





Fund Balance June 30
6,634 257,237 117,587





Total Expenditures & Fund Balance


6,120,148
Tax Required


2,950,557
Delinquency Computation (2.250%)


66,388
Amount of FY06 Ad Valorem Tax


2,884,169

Employee Benefit Fund



Prior Year Current Yr Next Year


Actual Estimate Budget


FY04 FY05 FY06





Fund Balance July 1
- - -





Revenues:



Property Taxes
17,268
10,000
Investment & Other Income













Revenue Sub-total
17,268 - 10,000





Total Resources Available
17,268 - 10,000





Expenditures:



Employee Benefits



Transfer to General Fund
17,268
10,000





Expenditure Sub-total
17,268 - 10,000





Fund Balance June 30
- - -

Tort Claim Fund



Prior Year Current Yr Next Year


Actual Estimate Budget


FY04 FY05 FY06





Fund Balance July 1
1,475,993 1,308,439 1,173,286





Revenues:



Ad Valorem Tax
253,096 288,037 306,858
Motor Vehicle & 16/20 Vehicle Tax
33,843 33,132 32,319
Neighborhood Revitalization


5,900
In Lieu of Taxes (IRB)

1,269 1,242
Delinquent Taxes
1,209 5,628 1,500
Investment & Other Income
15,522 25,095 20,000










Revenue Sub-total
303,670 353,161 367,819





Total Resources Available
1,779,663 1,661,600 1,541,105





Expenditures:



Public Liability Insurance Premium
226,818 282,024 352,530
Contingency


350,000
Misc. Risk Management Exp

28,946 5,000
Litigation Expense
145,566 62,701 600,000
Athletic Liability Expense
98,840 114,643 119,844





Expenditure Sub-total
471,224 488,314 1,427,374





Fund Balance June 30
1,308,439 1,173,286 113,731





Total Expenditures & Fund Balance


1,541,105
Tax Required


306,858
Delinquency Computation (2.250%)


7,825
Amount of FY06 Ad Valorem Tax


299,033

Capital Improvement Fund



Prior Year Current Yr Next Year


Actual Estimate Budget


FY04 FY05 FY06





Fund Balance July 1
974,878 869,964 477,964





Revenues:



Sales Tax
890,000 890,000 890,000
Nonmandatory Transfer - General Fund
609,040 203,500 -
Investment Income
4,043 4,500 5,000





Revenue Sub-total
1,503,083 1,098,000 895,000





Total Resources Available
2,477,961 1,967,964 1,372,964





Expenditures:



Capital Project Expense
717,997 600,000 482,964
Transfer to Debt Retirement Fund
890,000 890,000 890,000





Expenditure Sub-total
1,607,997 1,490,000 1,372,964





Fund Balance June 30
869,964 477,964 -










Unanswered Question:

The $717,997 in FY04 was used to fund the AIS Banner project. Was an additional $600,000 provided for the Banner project, and is the $482,964 in FY06 for the Banner project also?


Sales Tax Smoothing Fund



Prior Year Current Yr Next Year


Actual Estimate Budget


FY04 FY05 FY06





Fund Balance July 1
6,318,142 5,232,569 4,842,729





Revenues:



Sales Tax
1,814,427 3,410,160 750,000
Investment Income








Revenue Sub-total
1,814,427 3,410,160 750,000





Total Resources Available
8,132,569 8,642,729 5,592,729





Expenditures:



Transfer to Building Construction Fund
2,900,000 3,800,000 4,000,000
Contingency


103,767





Expenditure Sub-total
2,900,000 3,800,000 4,103,767





Fund Balance June 30
5,232,569 4,842,729 1,488,962










Unanswered Question:

The $2.9 in FY04 was transferred to the Building & Construction Fund for the Stoffer Hall renovation project. Is the $3.8 million in FY05 and the $4.0 million in FY06 being set aside for the Stoffer Hall project, or for something else?