May 2023 PY to CY Comparison Report

AID 1532154 · View on Simbli

Agenda Item

i. Acceptance of the May 2023 Monthly Financial Reports

Summary: Presented by: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance
Request: It is requested that the Board of Education accept the May 2023 Monthly Financial Report.
Contact: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance, Division of Finance, 678.676.0278
Status: General Counsel approval not required.
                                                                     DEKALB COUNTY BOARD OF EDUCATION
                                                                 GENERAL FUND - PRIOR YEAR COMPARISON CHARTS
                                                                                May - 05/31/2023



                                                                           Revenues Comparison


                         70,000,000

                         60,000,000

                         50,000,000

                         40,000,000

                         30,000,000

                         20,000,000

                         10,000,000

                                       0
                                            Local Revenue                    State Revenue                       Other Revenue               Total Revenue
            FY22 - Prior Fiscal Year          8,517,724                        52,673,790                           81,683                    61,273,197
            FY23 - Current Fiscal Year        6,438,976                        56,590,449                          1,631,401                  64,660,826

                                                                   FY22 - Prior Fiscal Year   FY23 - Current Fiscal Year


Monthly revenue was in-line with expectations and comparable to the previous reporting period. Modest growth was experienced in State Revenue attributable to additional
QBE, Quality Basic Education, revenue received to fund the employer portion of administratively mandated health insurance rate increases for certified employees.

Other Revenue, which consists mainly of interest earnings, continues to outpace prior year levels due to increased yields on the District's reserves held in the Local
Government Investment Pool and other cash accounts.




                                                                        Expenditures Comparison


                        120,000,000

                        100,000,000

                          80,000,000

                          60,000,000

                          40,000,000

                          20,000,000

                                       0
                                           Instruction             Pupil Services             Maintenance and              Other Functions     Total Expenditures
                                                                                                 Operation
            FY22 - Prior Fiscal Year       70,580,849               6,540,526                    8,387,150                     18,732,922         104,241,447
            FY23 - Current Fiscal Year     77,420,640               7,407,977                   11,716,400                     21,520,630         118,065,647

                                                                   FY22 - Prior Fiscal Year   FY23 - Current Fiscal Year


Overall expenditures increased 13.3% as compared to the previous fiscal year. This increase is primarily driven by the May 2023 issuance of the Meritorious
Attendance supplement in the amount of $500.00 for all qualifying full-time employees. Furthermore, the current month includes approximately $4.1 million
in additional costs due to the mandated increase in the employer portion of health insurance rates for all certified staff.

Additionally, expenditures for Maintenance and Operation were notably higher than the previous reporting period. Expenditures for the reporting category
increased across a broad range, including rising utility costs, repair costs, and the purchase of supplies and equipment.
                             DEKALB COUNTY BOARD OF EDUCATION
                            GENERAL FUND - PRIOR YEAR COMPARISON
                                      May - 05/31/2023

                                             Revenues:


           Description        FY22 - Prior Fiscal Year     FY23 - Current Fiscal Year    Difference


Local Revenue                                  8,517,724                     6,438,976       (2,078,748)
State Revenue                                 52,673,790                    56,590,449        3,916,659
Other Revenue                                     81,683                     1,631,401        1,549,718
Total Revenue                                61,273,197                    64,660,826         3,387,629




                                           Expenditures:


           Description        FY22 - Prior Fiscal Year     FY23 - Current Fiscal Year    Difference


Instruction                                   70,580,849                   77,420,640        6,839,791
Pupil Services                                 6,540,526                    7,407,977          867,451
Maintenance and Operation                      8,387,150                   11,716,400        3,329,250
Other Functions                               18,732,922                   21,520,630        2,787,708
Total Expenditures                          104,241,447                   118,065,647       13,824,200