Loading...
HomeMy WebLinkAbout3rd Quarter_FY 2026_Major Funds_Financial Presentation Quarterly Major Funds Presentation 3rd Quarter Fiscal Year 2026 March 31, 2026 Table of Contents Finance Officer’s Presentation .................................................................. 1 General Fund ............................................................................................ 8 Harnett Regional Water Fund ................................................................. 10 Solid Waste Fund .................................................................................... 12 1. General Fund FYE 2025 Revenues Actual Budget Actual Same Period Last Year Taxes - Ad Valorem 89,678,980$ 86,760,145$ 90,425,467$ 84,458,003$ Sales Tax 32,447,545 32,020,000 17,127,830 15,702,059 All other general fund revenue 50,605,945 80,719,469 32,208,896 34,907,491 General fund - total 172,732,470$ 199,499,614$ 139,762,193$ 135,067,553$ • • •The General Fund cash balance as of March 31, 2026 was $90,017,176 as compared to $99,291,953 for the same period last year. Harnett County Finance Quarterly Financial Review for quarter ended, March 31, 2026 FYE 2026 The collection of ad valorem taxes remained strong during the third quarter. Collections have surpassed the same period for last fiscal year due to the continued growth of home construction. The tax collection percentage for FYE 2026 is not yet available. For FYE 2025, the audited collection rate was 99.32%. QE 3.30.2026 1 of 13 3rd Quarter_FY 2026_Major Funds_P&L Harnett County Finance Quarterly Financial Review for quarter ended, March 31, 2026 FYE 2025 Expenditures Actual Budget Actual Same Period Last Year General Government 37,975,406$ 45,875,897$ 31,241,673$ 24,106,036$ Public Safety 53,754,914 58,218,336 38,984,462 37,573,460 Transportation 2,782,777 2,847,079 1,408,710 2,032,105 Environmental 483,666 571,720 393,815 330,458 Economic & Physical Dev. 3,664,059 4,219,832 2,861,982 2,611,402 Human Services 34,007,716 38,892,819 25,238,837 23,864,737 Education 38,083,704 42,336,488 31,512,530 29,589,128 Cultural & Recreational 5,981,079 6,537,443 4,254,555 4,454,757 General Fund Expenditures 176,733,322 199,499,614 135,896,563 124,562,084 Revenue Over/(Under) Exp.(4,000,852)$ -$ 3,865,630$ 10,505,470$ FYE 2026 QE 3.30.2026 2 of 13 3rd Quarter_FY 2026_Major Funds_P&L Harnett County Finance Quarterly Financial Review for quarter ended, March 31, 2026 PROJECTED FISCAL YEAR END: Sources: Ad Valorem - Real Property 1,228,000$ Ad Valorem - DMV (March - June) 2,838,000 Sales Tax - (March - June) 10,599,218 Restricted revenue and service fees 18,400,000 Total projected sources 33,065,218 Uses: Salaries and fringes (2.5 months) (18,806,944)$ Operating (8,155,576) Education - additional low wealth for current year (5,500,000) Total projected expenditures (32,462,520) Revenues over/(under) expenses, projected 602,698$ Unassigned Fund Balance, FYE 2025 42,076,534$ Unassigned %, FYE 2025 21.26% Unassigned Fund Balance, restated as of 5.14.2026 37,430,870$ Unassigned %, restated as of 5.14.2026 18.91% Unassigned Fund Balance, projected through FYE 2026 38,033,568$ Unassigned %, projected through FYE 2026 19.21% QE 3.30.2026 3 of 13 3rd Quarter_FY 2026_Major Funds_P&L Harnett County Finance Quarterly Financial Review for quarter ended, March 31, 2026 2. Harnett Regional Water •Revenues received from fees represent 93.1% of HRW's revenue budget for the year. • • FYE 2025 Revenues Actual Budget Actual Same Period Last Year Service Charges 10,795$ 800,000$ 651,374$ 957,400$ Enterprises Charges 2,766,469$ 2,418,000$ 1,677,263$ 1,991,026$ Facility Fees 49,456,511$ 47,000,000$ 30,166,573$ 33,784,554$ Miscellaneous Income 31,947,378$ 416,909$ 645,038$ 16,015,937$ Non-Revenue Receipts -$ 3,265,929$ 820,929$ -$ HRW - Total Revenue 84,181,152$ 53,900,838$ 33,961,177$ 52,748,917$ Harnett Regional Water's cash balance as of March 31,2026 was $68,594,838 as compared to $74,009,064 for the same period last year. Facilities Fees reflected for the current year period of $30,166,573 are less than the prior year due to software issues and staff turnover. This activity has now been corrected and will reflect moving forward. FYE 2026 QE 3.30.2026 4 of 13 3rd Quarter_FY 2026_Major Funds_P&L Harnett County Finance Quarterly Financial Review for quarter ended, March 31, 2026 FYE 2025 Expenditures Actual Budget Actual Same Period Last Year Administration 10,360,089$ 8,806,437$ 5,547,942$ 5,226,199$ Lillington Water Treatment Plant 11,188,417 11,867,880 6,953,254 7,003,981 Wastewater Treatment Plant 4,353,895 5,003,956 2,905,813 2,497,448 South Harnett Wastewater Plant 4,847,005 5,075,082 2,921,950 2,473,431 Water Distribution 7,122,982 9,048,784 5,643,846 4,648,516 Sewer Collections 6,294,539 6,762,432 3,695,490 3,449,673 Retiree Insurance 83,786 98,449 79,715 56,315 Non-Departmental 19,385,525 7,237,818 2,965,929 - Total Expenditures 63,636,238 53,900,838 30,713,939 25,355,562 Revenue Over/(Under) Expenditures 20,544,914$ -$ 3,247,238$ 27,393,355$ FYE 2026 QE 3.30.2026 5 of 13 3rd Quarter_FY 2026_Major Funds_P&L Harnett County Finance Quarterly Financial Review for quarter ended, March 31, 2026 3. Solid Waste • • • FYE 2025 Revenues Actual Budget Actual Same Period Last Year Restricted Revenue 418,366$ 375,000$ 223,687$ 232,861$ Service Charges 8,173$ -$ 2,075$ 211,589$ Enterprise Charges 3,472,432$ 3,846,373$ 2,832,266$ 2,720,493$ Facility Fees 4,919,568$ 4,983,554$ 5,183,197$ 4,999,489$ Miscellaneous Income 109,717$ 143,511$ 136,602$ 1,517,291$ HRW - Total Revenue 8,928,255$ 9,348,438$ 8,377,827$ 9,681,722$ Revenues received from Enterprise Charges and Facility Fees represent 95%of Solid Waste's revenue budget for the year. Solid Waste cash balances as of March 31,2026 was $7,418,532 as compared to $6,989,733 for the same period last year. Solid Waste, Overall - The financial position of the Solid Waste Fund continues to remain positive in response to the continued growth of the county and demand for services. FYE 2026 QE 3.30.2026 6 of 13 3rd Quarter_FY 2026_Major Funds_P&L Harnett County Finance Quarterly Financial Review for quarter ended, March 31, 2026 FYE 2025 Expenditures Actual Budget Actual Same Period Last Year Solid Waste Management 7,002,160$ 8,943,744$ 5,564,044$ 5,143,338$ Retiree Insurance 23,993 16,728 13,406 13,349 Non-Departmental 2,107,556 387,966 - - Total Expenditures 9,133,710 9,348,438 5,577,450 5,156,687 Revenue Over/(Under) Expenditures (205,454)$ -$ 2,800,377$ 4,525,036$ FYE 2026 QE 3.30.2026 7 of 13 3rd Quarter_FY 2026_Major Funds_P&L Revenue Category Budget Actual Budget Actual Budget Actual 30 - TAXES - AD VALOREM -81,560,000 -83,791,703.86 -86,760,145 -89,678,979.71 92,997,541 90,425,467.35 84,458,003.10 31 - TAXES - SALES -26,561,800 -30,207,510.88 -30,003,000 -32,447,545.36 32,020,000 17,127,829.90 15,702,059.21 32 - TAXES - OTHER -1,164,000 -1,660,194.64 -1,300,000 -1,902,056.70 1,600,000 1,505,606.96 1,354,044.30 33 - RESTRICTED REVENUE -23,773,916 -21,228,941.08 -24,162,507 -22,839,233.39 20,716,292 11,492,333.62 13,301,897.19 34 - RESTRICTED REVENUE -6,100,000 -5,338,962.28 -4,000,000 -4,862,224.31 4,000,000 2,614,580.75 4,246,850.68 35 - SERVICE CHARGES -16,578,749 -18,673,294.77 -20,713,080 -19,363,510.45 22,174,118 15,334,634.08 14,788,850.65 36 - ENTERPRISE CHARGES 0 -6,325.96 0 -7,616.98 0 2,839.90 7,354.58 37 - FACILITY FEES 0 -3,487.26 0 0.00 0 0.00 0.00 38 - MISCELLANEOUS INCOME -820,092 -295,021.92 -1,126,523 -1,546,158.24 1,156,091 1,258,900.29 1,208,493.49 39 - NON-REVENUE RECEIPTS -12,468,816 -95,803.00 -19,465,693 -85,145.00 24,835,572 0.00 0.00 110 - GENERAL FUND REVENUE -$169,027,373 -$161,301,245.65 -$187,530,948 -$172,732,470.14 -$199,499,614 -$139,762,192.85 -$135,067,553.20 Expense Function Department Budget Actual Budget Actual Budget Actual 00 - GENERAL GOVERNMENT $37,665,878 $37,283,153.59 $38,812,705 $37,975,405.79 45,875,897 31,241,673.00 24,106,035.91 10 - PUBLIC SAFETY $50,324,414 $48,266,396.74 $56,857,434 $53,754,913.66 58,218,336 38,984,462.14 37,573,460.31 20 - TRANSPORTATION $3,020,228 $1,765,441.27 $3,449,538 $2,782,777.10 2,847,079 1,408,710.09 2,032,105.31 30 - ENVIRONMENTAL PROTECTION $515,709 $492,049.20 $528,094 $483,666.26 571,720 393,814.71 330,457.80 40 - ECONOMIC & PHYSICAL DEVELOPMNT $3,295,554 $3,079,713.95 $4,228,024 $3,664,059.11 4,219,832 2,861,981.64 2,611,402.40 50 - HUMAN SERVICES $38,433,227 $32,009,151.53 $39,025,318 $34,007,716.10 38,892,819 25,238,837.20 23,864,737.47 60 - DEBT SERVICES $0 $0.00 $0 $0.00 0 0.00 0.00 70 - EDUCATION $30,119,584 $29,937,602.93 $38,257,070 $38,083,704.47 42,336,488 31,512,529.59 29,589,127.52 80 - CULTURAL & RECREATION $5,652,779 $5,059,285.10 $6,372,765 $5,981,079.23 6,537,443 4,254,554.74 4,454,757.02 110 - GENERAL FUND EXPENSE $169,027,373 $157,892,794.31 $187,530,948 $176,733,321.72 $199,499,614 $135,896,563.11 $124,562,083.74 110 - GENERAL FUND REVENUE (OVER) / UNDER EXPENSES $0 $3,408,451.34 $0 $4,000,851.58 $0 $3,865,629.74 $10,505,469.46 Same Period Last Year FY 2026FY 2025FY 2024 Same Period Last Year FY 2026FY 2025 General Fund Unaudited as of March 31, 2026 FY 2024 General Fund 110 8 of 13 3rd Quarter_FY 2026_Major Funds_P&L Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year 2021 2022 2023 2024 2025 2026 July $33,238,397.31 $42,138,468.69 $54,281,722.96 $61,938,453.15 $69,414,810.08 $66,128,123.96 August $30,766,642.59 $27,193,882.75 $50,916,962.51 $60,497,443.11 $68,019,600.27 $64,503,232.52 September $31,436,740.68 $28,797,031.28 $53,275,613.95 $62,210,399.86 $68,281,577.16 $50,545,903.38 October $32,621,237.60 $29,562,531.87 $53,221,696.77 $61,191,258.32 $65,025,312.15 $48,230,784.44 November $55,768,728.62 $53,048,249.28 $84,574,717.48 $88,644,054.16 $94,908,733.00 $80,887,893.05 December $52,233,891.79 $62,382,452.13 $98,791,252.21 $98,640,706.84 $104,925,039.00 $86,804,087.44 January $53,864,998.95 $66,631,763.25 $103,901,132.64 $105,847,987.63 $111,531,956.63 $91,690,066.86 February $52,435,487.27 $64,815,294.91 $95,758,773.44 $107,597,437.01 $97,911,038.88 $87,236,954.60 March $54,340,963.07 $68,066,131.09 $86,276,904.65 $109,589,425.92 $99,291,952.56 $90,017,176.44 April $53,068,500.85 $67,511,156.89 $85,610,715.71 $99,944,582.15 $89,413,937.43 May $52,229,820.40 $63,702,091.44 $72,169,732.05 $79,620,028.38 $87,943,155.92 June $45,039,854.80 $57,567,146.97 $67,132,348.80 $72,730,407.77 $68,412,351.34 CASH General Fund Unaudited as of March 31, 2026 General Fund Cash 9 of 13 3rd Quarter_FY 2026_Major Funds_P&L Revenue Category Budget Actual Budget Actual Budget Actual 33 - RESTRICTED REVENUE 0 0.00 0 0.00 0 0.00 0.00 35 - SERVICE CHARGES -250,000 -1,297,115.47 -750,000 -10,794.71 800,000 651,374.48 957,399.69 36 - ENTERPRISE CHARGES -2,113,000 -2,448,342.41 -2,418,000 -2,766,468.89 2,418,000 1,677,263.04 1,991,026.40 37 - FACILITY FEES -40,635,000 -47,630,098.56 -43,600,000 -49,456,510.63 47,000,000 30,166,573.12 33,784,554.11 38 - MISCELLANEOUS INCOME -340,000 -14,723,084.15 -455,517 -31,947,377.88 416,909 645,037.71 16,015,937.25 39 - NON-REVENUE RECEIPTS -1,993,600 0.00 -2,982,700 0.00 3,265,929 820,928.79 0.00 610 - HRW FUND REVENUE -$45,331,600 -$66,098,640.59 -$50,206,217 -$84,181,152.11 -$53,900,838 -$33,961,177.14 -$52,748,917.45 Expense Function Department Budget Actual Budget Actual Budget Actual 7111 - HRW ADMINISTRATION 8,811,539 6,401,417.80 10,936,679 10,360,088.89 8,806,437 5,547,941.56 5,226,198.55 7113 - LILLINGTON WATER TRTMNT PLANT 9,504,517 9,095,173.58 11,418,340 11,188,417.09 11,867,880 6,953,253.71 7,003,980.53 7115 - WASTEWATER TREATMENT PLANT 4,179,100 3,785,761.12 4,765,941 4,353,895.12 5,003,956 2,905,813.15 2,497,448.44 7117 - SOUTH HARNETT WASTEWATER PLANT 4,218,793 3,736,967.98 4,517,588 4,847,004.52 5,075,082 2,921,949.56 2,473,431.49 7119 - WATER DISTRIBUTION 7,439,204 5,974,479.38 7,531,165 7,122,982.41 9,048,784 5,643,846.39 4,648,515.53 7121 - SEWER COLLECTIONS 6,002,962 3,473,085.61 6,549,571 6,294,539.40 6,762,432 3,695,490.43 3,449,672.84 7131 - RETIREE INSURANCE HRW 75,824 75,724.44 55,426 83,785.81 98,449 79,715.13 56,315.00 9990 - NON-DEPARTMENTAL 5,099,661 19,518,297.23 4,431,507 19,385,524.89 7,237,818 $2,965,929.00 0.00 610 - HRW FUND EXPENSE $45,331,600 $52,060,907.14 $50,206,217 $63,636,238.13 $53,900,838 $30,713,938.93 $25,355,562.38 610 - HRW FUND REVENUE (OVER) / UNDER EXPENSES $0 $14,037,733.45 $0 $20,544,913.98 $0 $3,247,238.21 $27,393,355.07 Same Period Last Year FY 2026FY 2025FY 2024 Same Period Last Year FY 2026FY 2025 Harnett Regional Water Fund Unaudited as of March 31, 2026 FY 2024 HRW Fund 610 10 of 13 3rd Quarter_FY 2026_Major Funds_P&L Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year 2021 2022 2023 2024 2025 2026 July $56,308,485.60 $51,396,573.71 $69,906,540.92 $47,872,143.43 $61,041,794.93 $65,611,573.62 August $57,887,471.15 $53,478,105.50 $71,395,812.59 $49,668,609.87 $62,651,420.27 $67,117,307.05 September $53,052,496.69 $54,740,839.35 $72,918,273.72 $51,309,490.06 $63,405,107.98 $68,567,856.53 October $41,972,645.61 $57,802,598.49 $74,956,217.38 $53,345,216.44 $65,247,779.18 $71,432,906.62 November $44,623,020.08 $59,929,869.87 $77,010,360.42 $55,515,423.72 $65,762,146.09 $72,328,736.98 December $46,244,526.10 $61,433,187.37 $78,805,658.04 $56,834,058.40 $68,979,136.35 $72,131,235.31 January $47,842,388.74 $63,336,473.21 $79,769,987.45 $58,466,164.77 $70,121,077.48 $77,609,069.46 February $49,655,875.28 $65,045,521.23 $56,832,826.21 $59,569,273.61 $70,558,215.02 $72,931,593.99 March $51,249,479.82 $62,345,519.84 $53,955,027.95 $61,972,230.67 $74,009,063.72 $68,594,835.02 April $52,788,896.94 $62,323,826.87 $55,336,607.53 $62,083,104.02 $72,281,317.39 May $55,026,201.87 $57,960,361.56 $56,053,548.68 $59,428,422.60 $73,903,541.71 June $48,531,475.46 $58,710,523.48 $45,653,091.25 $59,303,866.71 $64,259,140.69 CASH Harnett Regional Water Fund Unaudited as of March 31, 2026 HRW Fund Cash 11 of 13 3rd Quarter_FY 2026_Major Funds_P&L Revenue Category Budget Actual Budget Actual Budget Actual 30 - TAXES - AD VALOREM 0 0.00 0 0.00 0 0.00 0.00 33 - RESTRICTED REVENUE -300,000 -418,365.90 -300,000 -453,883.60 375,000 223,686.65 232,860.96 35 - SERVICE CHARGES 0 -8,172.54 -6,858 -7,593.55 0 2,074.97 211,589.35 36 - ENTERPRISE CHARGES -4,122,082 -3,472,431.85 -3,912,000 -3,709,663.88 3,846,373 2,832,265.96 2,720,492.56 37 - FACILITY FEES -4,822,000 -4,919,568.05 -4,822,000 -5,084,523.59 4,983,554 5,183,196.87 4,999,488.73 38 - MISCELLANEOUS INCOME -185,000 -109,717.11 -185,000 -1,629,264.51 143,511 136,602.42 1,517,290.69 39 - NON-REVENUE RECEIPTS 0 0.00 0 0.00 0 0.00 0.00 660 - SOLID WASTE FUND REVENUE -$9,429,082 -$8,928,255.45 -$9,225,858 -$10,884,929.13 -$9,348,438 -$8,377,826.87 -$9,681,722.29 Expense Function Department Budget Actual Budget Actual Budget Actual 7410 - SOLID WASTE MANAGEMENT 7,763,141 7,002,160.47 8,364,989 8,133,451.92 8,943,744 5,564,043.97 5,143,337.73 7431 - RETIREE INSURANCE SW 29,712 23,993.00 19,356 15,649.00 16,728 13,405.60 13,349.00 9990 - NON-DEPARTMENTAL 1,636,229 2,107,556.06 841,513 1,822,961.94 387,966 $0.00 0.00 610 - SOLID WASTE FUND EXPENSE $9,429,082 $9,133,709.53 $9,225,858 $9,972,062.86 $9,348,438 $5,577,449.57 $5,156,686.73 660 - SOLID WASTE FUND REVENUE (OVER) / UNDER EXPENSES $0 $205,454.08 $0 $912,866.27 $0 $2,800,377.30 $4,525,035.56 Same Period Last Year FY 2026FY 2025FY 2024 Same Period Last Year FY 2026FY 2025 Solid Waste Fund Unaudited as of March 31, 2026 FY 2024 Solid Waste Fund 660 12 of 13 3rd Quarter_FY 2026_Major Funds_P&L Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year 2021 2022 2023 2024 2025 2026 July $3,387,995.72 $4,457,425.74 $5,242,053.75 $6,062,990.75 $4,010,424.05 $4,625,854.96 August $3,375,944.64 $4,647,598.39 $5,341,058.08 $6,031,473.51 $4,200,624.43 $4,783,441.62 September $3,607,274.52 $4,882,131.66 $5,547,560.45 $6,165,598.96 $4,171,541.67 $4,724,688.67 October $3,759,678.53 $5,029,336.00 $5,661,414.55 $6,206,732.64 $4,118,282.99 $4,569,608.36 November $5,581,197.69 $6,828,615.40 $7,650,032.21 $7,989,843.51 $6,093,113.94 $6,642,978.77 December $6,451,303.81 $7,686,623.97 $8,441,890.85 $8,430,714.10 $6,653,667.81 $7,458,133.24 January $5,784,640.53 $8,071,097.98 $8,957,335.18 $9,146,711.33 $7,184,250.03 $7,647,818.58 February $5,844,033.09 $8,201,845.59 $9,072,792.36 $9,137,363.91 $7,228,842.25 $7,526,258.84 March $5,773,139.20 $8,188,060.38 $8,162,225.83 $9,040,116.04 $6,989,733.30 $7,418,532.03 April $5,713,193.95 $7,697,878.34 $7,939,798.65 $8,593,194.34 $6,787,252.43 May $5,677,132.65 $7,291,803.85 $7,812,630.66 $6,819,352.41 $6,355,795.72 June $4,646,306.54 $5,409,762.66 $6,655,083.50 $4,302,339.14 $4,898,290.11 CASH Solid Waste Fund Unaudited as of March 31, 2026 Solid Waste Fund Cash 13 of 13 3rd Quarter_FY 2026_Major Funds_P&L