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HomeMy WebLinkAboutIR 9921 INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 9921 To the Mayor and Members of the City Council August 16, 2016 OX Page 1 of 4 SUBJECT: JUNE 2016 — SALES TAX UPDATE Y073 Sales tax revenue represents approximately twenty-two percent (22%) of the City's General Fund anticipated revenue in Fiscal Year 2016. It is the second largest revenue source, with property tax being the largest. In addition, sales tax revenue represents the largest revenue source in the Crime Control and Prevention District Fund. Staff is committed to providing regular updates on this important and sometimes volatile revenue source. The Texas Comptroller's Office posted June 2016 (Fiscal Year 2016, Period 9) collection results on August 10th- Actual receipts are dependent upon the timeliness and accuracy of sales tax payers' returns. This report provides Fort Worth's sales tax collection compared to last year and the impact on the current year's budget. JUNE NET SALES TAX COLLECTIONS (10-YEAR HISTORY 0 FY2007 FY2008 FY2009 FY2010 FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 The City's net sales tax collection is up $1,189,088 or 9.6%, compared to the same month last year. As depicted in the table below, the City experienced $918,785 or a 7.4% increase when compared to last year's collections for the same month. Current period collections include only transactions that occurred within the month, so this number reflects pure economic activity. COLLECTION DETAIL FOR CITY SALES TAX June 16 June 16 Variance ($) Variance (%) Current Period Collections $12,444,124 $13,362,909 $918,785 7.4% Other Collections 231,193 248,715 17,522 7.6% Audit Collections' (6,071) 266,468 272,539 4489.1% Service Fee (253,385) (277,562) (24,177) (9.5%) Retainage (56,604) (52,185) 4,419 7.8% Net Collections $12,369,267 $13,648,346 $1,189,088 9.6% 'AUDIT COLLECTIONS INCLUDE AUDIT MONEY,BOTH POSITIVE AND NEGATIVE PAYMENTS,THAT HAVE PROCESSED DURING THIS ALLOCATION PERIOD. CURRENT PERIOD COLLECTIONS Change Compared to Same Month in Prior Year 13.3% 14.3% 5.9°I° ° 7.4°I° 3.9°1° 1.9% 3.8% 5.1% 0.2% 0.1°/° 1.51. Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 (1.2)°1° ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 9921 To the Mayor and Members of the City Council August 16, 2016 r� Page 2 of 4 �i �i7 Y *a SUBJECT: JUNE 2016 — SALES TAX UPDATE #qrF rn 10,?5 The City's Sales Tax collections year-to-date are around ±2% of the budget year-to-date, and are slightly higher than 4% of the year-to-date total for the same period last year. CITY OF FORT WORTH YTD NET COLLECTIONS COMPARISON Current FY2015 Receipts Receipts Budget as of Through Through CITY OF FORT WORTH Period 9 Period 9 Period 9 GENERAL FUND $100,827,733 $103,036,201 $98,827,545 CRIME CONTROL AND PREVENTION DISTRICT 48,375,868 48,693,581 46,216,736 TOTAL $149,203,601 $151,729,782 $145,044,281 CITY OF FORT WORTH FISCAL YEAR COMPARISON — FY2016 Projected Variance to Amended Adopted Amended Fiscal Year Budget Budget Projections M (%) CITY OF FORT WORTH GENERAL FUND $135,065,427 $135,065,427 $137,273,895 $2,208,468 1.6% CRIME CONTROL AND PREVENTION DISTRICT $64,802,679 $64,802,679 $65,120,392 $317,713 0.5% FORT WORTH TRANSPORTATION AUTHORITY $67,857,000 $67,857,000 $68,505,735 $648,735 1.0% The City anticipates collecting $137,273,895 in the General Fund by fiscal year end, exceeding original estimates in the FY2016 adopted budget by 1.6%. Also, the City anticipates collecting $65,120,392 for CCPD by fiscal year end, exceeding original estimates by 0.5% and $68,505,735 for the T, exceeding original estimates by 1.0%. While these results are encouraging, staff recommends maintaining a conservative forecast as we continue to experience uncertainty with the national economy and potential audit adjustments from the Comptroller's Office. (Intentionally left blank) ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 9921 To the Mayor and Members of the City Council August 16, 2016 h�T�i7 Page 3 of 4 �i �i7 Y *a SUBJECT: JUNE 2016 - SALES TAX UPDATE #qrF rn ye,?5 The chart below indicates how current year sales tax collections in Fort Worth and other select cities in the state compare to FY2016 collections for the same period. CITIES COMPARISON FY2016 vs. FY2015 City 1st Quarter 2nd Quarter 3rd Quarter YTD GARLAND 5.7% 33.2% 11 .4% 16.4% GRAND PRAIRIE 6.7% 13.7% 5.6% 8.5% MCKI NNEY 6.4% 4.0% 10.5% 7.1 % AUSTI N 4.3% 4.6% 7.6% 5.5% 1 RVI NG 1 .8% (6.4%) 19.1 % 4.5% ARLINGTON 3.7% 4.2% 5.6% 4.5% FORT WORTH 2.0% 2.7% 8.2% 4.3% DALLAS 2.2% 5.1 % 2.6% 3.3% SAN ANTONIO 2.6% 2.1 % 1 .5% 2.1 % EL PASO 0.3% 3.2% 2.1 % 1 .8% PLANO (3.5%) (4.0%) 7.8% (0.1 %) FRISCO (6.2%) (2.6%) (2.8%) (3.9%) HOUSTON (5.7%) (4.8%) (3.6%) (4.7%) STATE TOTAL (3.3%) (3.1 %) (1 .8%) (2.7%) (Intentionally left blank) ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 9921 To the Mayor and Members of the City Council August 16, 2016 h�T�i7 Page 4 of 4 �i �i7 Y *a SUBJECT: JUNE 2016 — SALES TAX UPDATE #qtF rn 10 7'3 SALES TAX REVENUE BY INDUSTRY THROUGH PERIOD 8 TRADE,RETAIL • •.A • ••.SERVICES,11% OTHER SERVICES(EXCEPT PUBLIC ADMINISTRATION),2% WHOLESALE TRADE,11%, ADMINISTRATIVE,SUPPORT,&\ WASTE MANAGEMENT AND REMEDIATION SERVICES,2% REAL ESTATE AND RENTAL AND LEASING,3% INFORMATION •'• UTILITIES,3%- PROFESSIONAL,SCIENTIFIC,AND TECHNICAL SERVICES,3% CONSTRUCTION,5%----- ALL OTHER,6% There are five industries that comprise the largest portion (75%) of the City's sales tax revenue in FY2016 through period 8. The reporting by industry is released later and period 9 data is currently not available. Budget staff is currently preparing comparative historical trend analysis. This information will be shared in future sales tax update IR's. If you have any questions, please call Terry Hanson, Assistant Director of Budget and Analysis, at 817-392-7934. David Cooke City Manager ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS