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HomeMy WebLinkAboutIR 10088 INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10088 To the Mayor and Members of the City Council January 9, 2018 OX Page 1 of 4 SUBJECT: SEPTEMBER 2017 — SALES TAX UPDATE Ygg3 Sales tax revenue represents approximately twenty-two percent (22%) of the City's General Fund anticipated revenue in Fiscal Year 2017. 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 September 2017 (Fiscal Year 2017, Period 12) collection results on November 8th, 2017. 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. SEPTEMBER NET SALES TAX COLLECTIONS (10-YEAR HISTORY 0 I I I I I FY2008 FY2009 FY2010 FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 The City's net sales tax collection is up $967,854 or 7.5%, compared to the same month last year. As depicted in the table below, the City experienced $152,822 or a 1.1% increase when compared to last year's collections for the same month. Current period collections include only transactions that occurred within the month, so this number reflects pure economic activity. COLLECTION DETAIL FOR CITY SALE TAX Collection Detail for City Sales Tax September 16 September 17 Variance ($) Variance (%) Current Period Collections $13,609,930 $13,762,752 $152,822 1.1% Q Non-Current Collections (300,964) 418,954 719,918 239.2% Audit Adjustments (12,782) 105,397 118,179 924.6% Service Fee (265,924) (285,742) (19,818) (7.5%) Retainage (39,384) (42,630) (3,246) (8.2%) Net Collections $12,990,877 $13,958,731 $967,854 7.5%Q *NON-CURRENT COLLECTIONS ARE PAYMENTS ATTRIBUTED TO NON-CURRENT COLLECTIONS INCLUDING PRIOR PERIOD,FUTURE PERIOD AND UNIDENTIFIED COLLECTIONS.(AUDIT ADJUSTMENTS MAY FLUCTUATE BASED UPON RESULTS OF TAXPAYER SALES TAX AUDITS CONDUCTED BY THE STATE OF TEXAS.) CURRENT PERIOD COLLECTIONS Change Compared to Same Month in Prior Year 12.0% 11.8% 10.3% 7.1% 7.5% 7.7% 3.4% 8.4% ° 6.3/° 0.9% 2.3% 1.1 Oct-16 Nov-16 Dec-16 Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10088 To the Mayor and Members of the City Council January 9, 2018 h�T�i7 Page 2 of 4 �i {i7 Y *a SUBJECT: SEPTEMBER 2017 — SALES TAX UPDATE #qrF rn 10,?5 The City's General Fund sales tax collections as of FY2017 M12 are 105% to budget, and at 107% for the same period last year. The City's Crime Control and Prevention District Fund (CCPD) sales tax collections as of FY2017 M12 are 104% to budget, and 108% for the same period last year. CITY OF FORT WORTH YTD NET COLLECTIONS COMPARISON Budget as of Current Receipts FY2016 Receipts CITY OF FORT WORTH Period 12 Through Period 12 Through Period 12 GENERAL FUND $141,018,044 $147,747,580 $137,888,182 CRIME CONTROL AND PREVENTION DISTRICT 67,394,786 69,926,447 64,973,820 TOTAL $208,412,830 $217,674,026 $202,862,002 CITY OF FORT WORTH BUDGET COMPARISON — FY2017 P roj a cte d Variance to Amended Adopted Amended Final Fiscal Budget Budget Year Totals ($) (°/a) CITY OF FORT WORTH GENERAL FUND $140,468,044 $141,018,044 $147,747,580 $6,729,536 4.8% CRIME CONTROL&PREVENTION DISTRICT $67,394,786 $67,394,786 $69,926,447 $2,531,661 3.8% The City collected $147,747,580 by fiscal year end in the General Fund, which exceeds original estimates in the FY2017 adopted budget by $6,729,536. In addition, the City collected $69,926,447 for CCPD at the fiscal year end, exceeding original estimates by $2,531,661. (Intentionally left blank) ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10088 To the Mayor and Members of the City Council January 9, 2018 h�T�i7 Page 3 of 4 �i {i7 Y *a SUBJECT: SEPTEMBER 2017 - SALES TAX UPDATE #qrF rn ye,?5 The chart below indicates how current year sales tax net collections in Fort Worth and other select cities in the state compare to FY2017 collections for the same period. CITIES COMPARISON- NET COLLECTIONS FY2017 vs. FY2016 City 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter YTD FRISCO 7.6% 8.9% 8.3% 9.2% 8.5% MCKI NNEY 9.7% 14.1% 5.2% 2.6% 7.7% FORT WORTH 6.9% 8.7% 5.2% 7.8% 7.2% GRAND PRAIRIE 11 .1% 2.7% 5.3% 3.1% 5.5% PLANO 0.3% 9.3% 1 .1% 5.2% 3.8% DALLAS 4.3% 4.2% 2.6% 2.5% 3.4% AUSTIN 4.5% 4.8% (0.9%) 4.7% 3.2% SAN ANTONIO 1 .8% 3.5% 3.4% 2.9% 2.9% ARLINGTON 2.1% 5.0% 1 .7% 1 .9% 2.6% EL PASO 3.9% 0.5% 1 .6% 4.4% 2.6% I RVI NG 2.8% 15.5% (8.9%) 1 .1% 2.0% HOUSTON (5.8%) 3.5% 0.8% (0.3%) (0.6%) GARLAND 8.8% (15.1%) 1 .2% 2.7% (1 .1 %) STATE TOTAL 0.6% 2.2% 5.5% 5.6% 3.4% Source: Allocation Payment Detail and Monthly All Fund Revenue Report, Texas Comptroller of Public Accounts (Intentionally left blank) ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10088 To the Mayor and Members of the City Council January 9, 2018 h�T�i7 Page 4 of 4 �i {i7 Y •a SUBJECT: SEPTEMBER 2017 — SALES TAX UPDATE #qrF rn 10 7'3 SALES TAX REVENUE BY INDUSTRY FOR PERIOD 12 RETAIL TRADIE D, FOOD SERVICES TRANSPORTATION AND WAREHOUSING WHOLESALE TRADE 1% ARTS,ELATE RTAI N M ENT,A N D RECREATION 1% FINANCE AND INSURANCEk MANUFACTURING 1% DTH ER SERVICES(EXCEPT PUBLIC ADMINISTRATION) 295 PROFESSIONAL,SCIENTIFIC, AND TECH N I CAL SERVIC ES 3°6 UTILITIES [NIFORMATION REAL ESTATE AND RENTAL AND LEASING 3% CONSTRUCTION —.dd- ADMINISTRATIVE AN 6 SUPPORT AND WASTE MANAGEMENT AND REMEDIATION SERVICES 3% Source: Industry Report, Texas Comptroller of Public Accounts There are five industries that comprise the largest portion (75%) of the City's sales tax revenue in FY2017 for period 12. 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