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HomeMy WebLinkAbout(0006) IR 20-10525 - October Sales Tax UpdateINFORMAL REPORT TO CITY COUNCIL MEMBERS No. 20-10525 To the Mayor and Members of the City Council December 15, 2020 o Page 1 of 4 � SUBJECT: OCTOBER 2020 —SALES TAX UPDATE r6rn Y@7'3 Sales tax revenue represents approximately twenty-two percent of the City's General Fund anticipated revenue in Fiscal Year 2021. 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. General Fund Sales Tax Sales Tax All other revenue The Texas Comptroller's Office posted October 2020 (Fiscal Year 2021, Period 1) collection results on December 9th, 2020. 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. The past year has included changes from legislation reformed in how sales tax is remitted to the state comptroller, as well as the affects from a global pandemic. This activity is being closely monitored and will be reported on if significant impact is expected. OCTOBER NET SALES TAX COLLECTIONS (1 O-YEAR HISTORY FY2012 FY2013 FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 The City's net sales tax collection is down-$228,297 or -1.6%, compared to the same month last year. As depicted in the table below, the City experienced-$180,632 or a -1.3% decrease in current period collections when compared to last year's collections for the same month. 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 decrease of -6.35% compared to last year. ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 20-10525 To the Mayor and Members of the City Council December 15, 2020 Page 2 of 4 SUBJECT: OCTOBER 2020 —SALES TAX UPDATE aVA Y@73 Current Period Collections Other Collections* Audit Adjustments Service Fee Retainage Net Collections COLLECTION DETAIL FOR CITY SALES TAX October 19 October 20 $13,574,410 $13,393,778 479,355 334,435 166,631 247,685 (284,408) (279,518) 16,155 27,466 Variance ($) Variance (%) ($180,632) (1.3%) (144,919) (30.2%) 81,054 48.6% 4,890 1.7% 11,310 70.0% $13,952,144 $13,723,847 ($228,297) (1.6%) *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 8.7% 8.4% 4.8% 3.8% 0.6% 2.7% 0.6% (0.2)% (1.3)% (2.6)% (7.8)% (12.9)% Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 The City's General Fund sales tax collections as of October are 105.3% to budget, and at 98.4% for the same period last year. The City's Crime Control and Prevention District Fund (CCPD) sales tax collections as of October are 105.9% to budget, and 109.7% for the same period last year. The comparison of performance to budget is based on a historic three year collection trend by month. Fiscal years 2017, 2018 and 2019 were included in this calculation, while fiscal Year 2020 was excluded due to the irregularity caused by the pandemic. ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 20-10525 To the Mayor and Members of the City Council December 15, 2020 o Page 3 of 4 � SUBJECT: OCTOBER 2020 —SALES TAX UPDATE r6rn Y@7'3 CITY OF FORT WORTH YTD NET COLLECTIONS COMPARISON CITY OF FORT WORTH GENERALFUND CRIME CONTROL AND PREVENTION DISTRICT TOTAL Current Receipts FY2020 Receipts Budget as of October Through October Through October $13,028,743 $13,723,847 $13,952,144 6,298,783 6,667,658 6,684,465 $19,327,526 $20,391,505 $20,636,609 CITY OF FORT WORTH BUDGET COMPARISON — FY2021 Adopted Amended Fiscal Year Budget Budget Projections CITY OF FORT WORTH GENERAL FUND $168,248,455 $168,248,455 $168,248,455 CRIME CONTROL & PREVENTION DISTRICT $79,213,635 $79,213,635 $79,213,635 Projected Variance to Amended $0 0.0% $0 0.0% The City anticipates collecting $168,248,488 by fiscal year end, which matches original estimates in the FY2021 adopted budget. This is 1.56% over fiscal year 2020 actual collections. At the time of budget development, this represented a 4% increase over the June 2020 projected sales tax. Staff will continue to provide regular updates as financial analysis continues for sales tax impacts due to COVID-19. ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 20-10525 To the Mayor and Members of the City Council December 15, 2020 o Page 4 of 4 � SUBJECT: OCTOBER 2020 —SALES TAX UPDATE r6rn Y@7'3 The chart below indicates how current year sales tax net collections in Fort Worth and other select cities in the state compare to FY2020 collections for the same period. CITIES COMPARISON — NET COLLECTIONS FY2021 vs. FY2020 City October MCKINNEY 106.6% FRISCO 105.8% ARLINGTON 105.3% GRAND PRAIRIE 100.1% SAN ANTONIO 99.9% EL PASO 99.5% FORT WORTH 98.4% GARLAND 97.6% AUSTIN 97.1 % PLANO 95.8% DALLAS 91.7% IRVING 90.2% HOUSTON 87.9% STATE TOTAL 93.7% 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 Budget and Analysis, at 817-392-7934. David Cooke City Manager ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS