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HomeMy WebLinkAbout(0003) IR 20-10462 - June 2020 – Sales Tax UpdateINFORMAL REPORT TO CITY COUNCIL MEMBERS No. 20-10462 To the Mayor and Members of the City Council August 18, 2020 Page 1 of 3 a SUBJECT: JUNE 2020 — SALES TAX UPDATE r rn 1675 Sales tax revenue represents approximately twenty-two percent (22.4%) of the City's General Fund anticipated revenue in Fiscal Year 2020. 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 2020 (Fiscal Year 2020, Period 9) collection results on August 12th, 2020. Actual receipts are dependent upon the timeliness and accuracy of sales taxpayers' returns. This report provides Fort Worth's sales tax collection compared to last year and the impact on the current year's budget. The sales tax activity is being closely monitored to report on the impacts of COVID-19 and the Texas legislation that reformed how sales tax is remitted to the state comptroller. N C O JUNE NET SALES TAX COLLECTIONS (10-YEAR HISTORY) FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 The City's net sales tax collection is up $970,321 or 6.5%, compared to the same month last year. As depicted in the table below, the City experienced $407,136 or a 2.7% increase in current period collections when compared to last year's collections for the same month. Last year's current period collections saw an increase of 2.8% over the prior year. Current period collections include transactions that were collected for the current period on schedule within the due date. Current collections are performing in line with expectations considering the adverse effects of COVID-19. Net Collections performed better than the State's increase of 4.33% compared to last year. Future collections will continue to provide further understanding of the ongoing economic impact from the pandemic. Current Period Collections Other Collections* Audit Adjustments Service Fee Retainage Net Collections COLLECTION DETAIL FOR CITY SALES TAX June 19 June 20 Variance ($) Variance (%) $15,105,291 $15,512,427 $407,136 2.7% 89,731 613,382 523,651 583.6% 127,981 215,773 87,792 68.6% (306,460) (326,832) (20,372) (6.6%) (41,394) (69,281) (27,886) (67.4%) $14,975,149 $15,945,470 $970,321 6.5% *OTHER COLLECTIONS ARE PAYMENTS ATTRIBUTED TO NON -CURRENT COLLECTIONS INCLUDING PRIOR PERIOD, FUTURE PERIOD, UNIDENTIFIED, AND SINGLE LOCAL RATE COLLECTIONS. (AUDIT ADJUSTMENTS MAY FLUCTUATE BASED UPON RESULTS OF TAXPAYER SALES TAX AUDITS CONDUCTED BY THE STATE OF TEXAS.) ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 20-10462 To the Mayor and Members of the City Council August 18, 2020 Page 2of3 a SUBJECT: JUNE 2020 — SALES TAX UPDATE r rn 1675 CURRENT PERIOD COLLECTIONS Change Compared to Same Month in Prior Year RJ% 7.5% 8.4% (12.9)% Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 The City's General Fund net sales tax collections through June are 96.4% to budget, and at 100.9% through the same period last year. The City's Crime Control and Prevention District Fund (CCPD) sales tax collections through June are 97.3% to budget, and 100.9% through the same period last year. CITY OF FORT WORTH YTD NET COLLECTIONS COMPARISON Budget as of Current Receipts FY2019 Receipts CITY OF FORT WORTH June Through June Through June GENERAL FUND $129,066,727 $124,420,386 $123,349,914 CRIME CONTROL AND PREVENTION DISTRICT 60,764,808 59,117,989 58,582,492 TOTAL $189,831,535 $183,538,374 $181,932,406 CITY OF FORT WORTH BUDGET COMPARISON — FY2020 Projected Adopted Amended Fiscal Year Variance to Amended Budget Budget Projections ($) (%) CITY OF FORT WORTH GENERAL FUND $172,769,615 $172,769,615 $161,777,361 ($10,992,254) -6.4% CRIME CONTROL & PREVENTION DISTRICT $81,340,193 $81,340,193 $76,166,957 ($5,173,236) -6.4% The City originally anticipated collecting $172,769,615 in the General Fund by fiscal year end per the FY2020 adopted budget. The developing economic effects of the COVID-19 pandemic are being monitored continuously and closely. The COVID-19 estimate for February sales tax included a-$27.5M, or -15.9% reduction to budget based on the fast -paced response to the pandemic and the unknown ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 20-10462 To the Mayor and Members of the City Council August 18, 2020 Page 3 of 3 a SUBJECT: JUNE 2020 - SALES TAX UPDATE r rn 1675 longevity of a subdued economy. Our community continues to prove its resilience and ability to adjust. The most current General Fund impact for Sales Tax is estimated to be a reduction of approximately - $11.OM, or -6.4%, as shown in the table above. Staff will continue to provide regular updates to allow for strategic planning to mitigate total impact to the City. The chart below indicates how current year sales tax net collections in Fort Worth and other select cities in the state compare to FY2019 collections for the same period. CITIES COMPARISON - NET COLLECTIONS FY2020 vs. FY2019 City 1st Quarter 2nd Quarter 3rd Quarter June YTD MCKINNEY 113.8% 111.7% 115.3% 115.7% 113.6% FRISCO 107.6% 101.5% 97.3% 109.7% 102.3% FORT WORTH 104.9% 100.5% 97.0% 106.5% 100.9% EL PASO 113.4% 100.3% 97.9% 104.8% 104.0% IRVING 107.3% 97.5% 101.3% 103.2% 102.0% ARLINGTON 105.7% 95.4% 96.9% 103.0% 99.4% SAN ANTONIO 104.2% 96.1% 94.2% 101.6% 98.2% PLANO 100.1 % 101.9% 90.8% 100.9% 97.6% AUSTIN 109.3% 102.0% 90.1% 100.9% 100.4% GARLAND 105.6% 98.9% 92.6% 98.0% 99.1% HOUSTON 105.8% 98.6% 88.7% 95.6% 97.8% DALLAS 109.8% 100.2% 86.6% 94.9% 98.9% GRAND PRAIRIE 109.9% 103.3% 93.0% 90.7% 101.7% STATE TOTAL 106.6% 98.9% 94.8% 104.3% 100.1 % Source: Allocation Payment Detail and Monthly All Fund Revenue Report, Texas Comptroller of Public Accounts If you have any questions, please call Terry Hanson, Assistant Director of Planning and Data Analytics, at 817-392-7934. David Cooke City Manager ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS