DCSD Financial Report - July 2025

AID 1858629 · View on Simbli

Agenda Item

b. Acceptance of the July 2025 Monthly Financial Report

Summary: Presented by: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance
Request: It is requested that the Board of Education accept the July 2025 Monthly Financial Report.
Contact: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance, Division of Finance, 678.676.0270
Status: Attorney Approval Not Required
Monthly Financial
Report
July 31, 2025




FISCAL YEAR 2026

DeKalb County School District
Byron Schueneman, Chief Financial Officer




                                            Page 1
Table of Contents

KEY PERFORMANCE INDICATORS                                           3

BALANCE SHEET                                                      N/A

STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES     7

SRECFB - BUDGET TO ACTUAL                                            8




                                                                         Page 2
Key Performance Indicators
General Fund Revenues

                                           GF Revenue - Budget to Actual
 $1,800,000,000                                                                                         $1,619,511,295
 $1,600,000,000
 $1,400,000,000
 $1,200,000,000
 $1,000,000,000
  $800,000,000
  $600,000,000
  $400,000,000
  $200,000,000              $14,693,978
                                                $8,570,962
              $-           $-
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                                                        Budget   Actual




                                                  Amount Collected               Percentage of Budget
Actual                                               $14.7M                              0.9%
Benchmark                                             $8.6M                              0.5%
Difference                                            $6.1M                              .4%


                    Revenue Mix
      0.00%
                                                                 State $591M      2.20%

                     11.59%

                                                                   Local $1B          0.00%




                                                                 Other $27M             6.25%

                                       88.41%


                   State    Local     Other                                    Received     Remaining


                                                                                                            Page 3
General Fund Expenses

                                           GF Expense - Budget to Actual
 $1,800,000,000.00
                                                                                             $1,643,230,946.00
 $1,600,000,000.00

 $1,400,000,000.00

 $1,200,000,000.00

 $1,000,000,000.00

  $800,000,000.00

  $600,000,000.00
                     $42,703,155.41
  $400,000,000.00
                             $46,385,510.00
  $200,000,000.00

               $-
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                                                     Budget   Actual




                                                    Amount Spent                      Percentage of Budget
Actual + Transfer Out                                 $46.4M                                  2.8%
Benchmark                                             $42.7B                                  2.4%
Difference                                            $3.7M                                   .4%




                                                                                                             Page 4
                                 GF Budget Utilization by Function
                                     Instruction 1.1%

                                   Pupil Services 1.2%

           Improvement of Instructional Services 2.4%

                      Instructional Staff Training 5.1%

                     Educational Media Services0.3%

                   Federal Grant Administration

                         General Administration 7.0%

                          School Administration 3.5%

                     Support Services - Business    12.9%

                   Maintenance and Operations 7.0%

                      School Safety and Security 4.3%

                 Student Transportation Service 3.1%

                      Support Services - Central 5.4%

                         Other Support Services0.0%

                      School Nutrition Program 0.0%

                          Enterprise Operations 0.6%

                                  Capital Outlay




Significant Functions                           Amount Spent                     Percentage of Total Spend
Instruction                                       $9.6M                                   22.1%
M&O                                               $16.4M                                  37.9%
Support Services – Central                        $3.2M                                    7.5%

                  All Other Functions,
                         22.6%
                                                            Instruction, 22.1%



           Support Services -
             Central, 7.5%                           Maintenance And
                                                     Operation, 37.9%




                                                                                                   Page 5
Fund Balance

                                                        Fund Balance
60%


50%


40%

                                                                                                                   25.4%
30%                   25.1%


20%              24.8%


10%


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                                     Assigned Reserve       FY26 Anticipated           FY26 Actual



                                     FY26 Fund Balance                 FY26 Actual                   FY26 Anticipated
Nonspendable                               $1.0M
Committed (15%)                          $245.3M                            15.0%                         15.0%
Unassigned                               $164.4M                            10.1%                          9.8%
Total                                    $439.3M                            25.1%                         24.8%




                                                                                                                Page 6
                                                                                         DEKALB COUNTY BOARD OF EDUCATION
                                                                            Statement of Revenues, Expenditures and Changes in Fund Balances
                                                                                                   Governmental Funds
                                                                                            For the Period Ended July 31, 2025


                                                                                                                                                                                                 TOTAL
                                                                                        CAPITAL PROJECTS                                    SCHOOL NUTRITION           NONMAJOR              GOVERNMENTAL
                                                             GENERAL FUND                     FUND             DEBT SERVICE FUND                 FUND              GOVERNMENTAL FUND            FUNDS
REVENUES
 State Funds                                            $            12,991,446     $                    -     $                   -    $                    -     $                -    $         12,991,446
 Federal Funds                                                                -                          -                         -                    26,452             14,897,192              14,923,644
 Charges for Services                                                         -                          -                         -                         -                 55,003                  55,003
 Investment Earnings                                                  1,702,532                  2,090,676                         -                         -                  1,206               3,794,414
 Miscellaneous                                                                -                          -                         -                         -                260,343                 260,343
   Total revenues                                                    14,693,978                  2,090,676                         -                    26,452             15,213,743              32,024,849

EXPENDITURES
Current
 Instruction                                                          9,583,959                 12,052,565                         -                         -              1,853,692              23,490,216
 Pupil Services                                                       1,538,363                          -                         -                         -                309,244               1,847,607
 Improvement of Instructional Services                                1,120,257                  3,065,485                         -                         -                150,231               4,335,973
 Instructional Staff Training                                            34,790                          -                         -                         -                570,965                 605,755
 Educational Media Services                                              59,478                          -                         -                         -                      -                  59,478
 Federal Grant Administration                                                 -                          -                         -                         -                418,421                 418,421
 General Administration                                               3,084,398                          -                         -                         -                214,017               3,298,416
 School Administration                                                3,186,445                          -                         -                         -                 14,832               3,201,277
 Support Services - Business                                          1,254,904                          -                         -                         -                 11,527               1,266,431
 Maintenance And Operation                                           16,421,888                    167,002                         -                         -                  6,897              16,595,787
 School Safety And Security                                             985,116                          -                         -                         -                 52,445               1,037,561
 Student Transportation Service                                       2,867,169                  2,111,985                         -                         -                423,112               5,402,266
 Support Services - Central                                           3,240,652                    914,839                         -                         -                  3,503               4,158,994
 School Nutrition Program                                                     -                          -                         -                 5,488,593                      -               5,488,593
 Enterprise Operations                                                    8,091                          -                         -                         -                171,716                 179,807
Capital Outlays
 Facilities Acquistion & Construction                                         -                  8,803,598                         -                         -                      -                8,803,598
     Total expenditures                                              43,385,510                 27,115,474                         -                 5,488,593              4,200,602               80,190,180
         Excess (deficiency) of revenues over expenditures          (28,691,532)               (25,024,798)                        -                (5,462,141)            11,013,141              (48,165,331)

OTHER FINANCING SOURCES (USES)
 Operating Transfers From Other Funds                                         -                            -                       -                           -            3,029,046                3,029,046
 Operating Transfers To Other Funds                                  (3,000,000)                           -                       -                           -              (29,046)              (3,029,046)
  Total other financing sources (uses)                               (3,000,000)                           -                       -                           -            3,000,000                        -

        Net change in fund balances                                (31,691,532)                (25,024,798)                        -                (5,462,141)            14,013,141              (48,165,331)
Fund balances - beginning                                          442,360,830                 644,967,355                         -                30,374,289             (1,159,764)           1,116,542,709
Fund balances - ending                                  $          410,669,298      $          619,942,557     $                   -   $            24,912,147     $       12,853,377    $       1,068,377,378


The notes to financial statements are an integral part of this statement.




                                                                                                                                                                                              Page 7
                                                                          DEKALB COUNTY BOARD OF EDUCATION
                                                    Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual
                                                                                     All major fund types
                                                                           For the Year-to-Date as of July 31, 2025



                                                                                                                GENERAL FUND
                                                                                                                                          Variance with Final
                                                             Orig Budget               Final Budget              Actual 2026                    Budget                Actual 2025
REVENUES
 Property Taxes                                         $       1,001,496,971    $        1,001,496,971     $                   -     $         (1,001,496,971)   $        937,320,821
 Sales Taxes                                                        6,000,000                 6,000,000                         -                   (6,000,000)              6,914,977
 State Funds                                                      590,784,324               590,859,679                12,991,446                 (577,868,233)            559,182,213
 Federal Funds                                                              -                         -                         -                            -                       -
 Charges for Services                                               1,000,000                 1,000,000                         -                   (1,000,000)              1,119,789
 Investment Earnings                                               17,500,000                17,500,000                 1,702,532                  (15,797,468)             25,443,797
 Miscellaneous                                                      2,730,000                 2,730,000                         -                   (2,730,000)              1,065,668
   Total revenues                                               1,619,511,295             1,619,586,650                14,693,978               (1,604,892,672)          1,531,047,266

EXPENDITURES
Current
  Instruction                                                     884,871,876               883,551,316                 9,583,959                 873,967,357              926,127,714
  Pupil Services                                                  124,417,406               126,581,158                 1,538,363                 125,042,794               93,110,862
  Improvement of Instructional Services                            44,946,378                45,828,085                 1,120,257                  44,707,828               21,230,603
  Instructional Staff Training                                        581,584                   681,584                    34,790                     646,794                  225,206
  Educational Media Services                                       19,374,967                19,565,542                    59,478                  19,506,063               20,957,349
  Federal Grant Administration                                              -                         -                         -                           -                    4,464
  General Administration                                           45,379,093                43,875,372                 3,084,398                  40,790,974               56,571,855
  School Administration                                            92,663,642                91,739,398                 3,186,445                  88,552,954               90,182,941
  Support Services - Business                                       9,733,473                 9,732,473                 1,254,904                   8,477,569               21,300,965
  Maintenance And Operation                                       235,275,840               235,715,840                16,421,888                 219,293,952              177,031,953
  School Safety And Security                                       23,150,782                23,150,782                   985,116                  22,165,665               12,255,202
  Student Transportation Service                                   91,918,519                91,918,519                 2,867,169                  89,051,350               78,551,810
  Support Services - Central                                       59,456,001                59,544,848                 3,240,652                  56,304,196               50,233,241
  Other Support Services                                            1,734,444                 1,734,444                         -                   1,734,444                   30,834
  School Nutrition Program                                            336,368                   336,368                         -                     336,368                  405,846
  Enterprise Operations                                             1,290,576                 1,250,576                     8,091                   1,242,485                  993,244
Capital Outlays                                                             -                         -                         -                           -                        -
  Other Outlays                                                             -                         -                         -                           -                        -
Debt Service                                                                -                         -                         -                           -                        -
    Total current                                               1,635,130,949             1,635,206,304                43,385,510               1,591,820,794            1,549,214,089
      Total expenditures                                        1,635,130,949             1,635,206,304                43,385,510               1,591,820,794            1,549,214,089
          Excess (deficiency) of revenues over
          expenditures                                            (15,619,654)              (15,619,654)              (28,691,532)                 (13,071,878)            (18,166,823)


OTHER FINANCING SOURCES (USES)                                                                                                   -                           -
  Operating Transfers From Other Funds                                                                                                                       -             25,708,382
  Operating Transfers To Other Funds                               (8,100,000)               (8,100,000)               (3,000,000)                   5,100,000            (58,699,883)
  Sale or Compensation for the Loss of Capital Assets                 100,000                   100,000                         -                     (100,000)               135,664
    Total other financing sources (uses)                           (8,000,000)               (8,000,000)               (3,000,000)                   5,000,000            (32,855,837)
          Net change in fund balances                             (23,619,654)              (23,619,654)              (31,691,532)                  (8,071,878)           (51,022,660)
Fund balances - beginning, as previously reported                 432,336,700               389,181,732               442,360,830                          -               490,345,404
Fund balance - ending                                   $         408,717,046    $          365,562,078    $          410,669,298     $             (8,071,878)   $       439,322,744




                                                                                                                                                                       Page 8
                                                                          DEKALB COUNTY BOARD OF EDUCATION
                                                    Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual
                                                                                     All major fund types
                                                                           For the Year-to-Date as of July 31, 2025



                                                                                                           CAPITAL PROJECTS FUND
                                                                                                                                          Variance with Final
                                                             Orig Budget               Final Budget              Actual 2026                    Budget                  Actual 2025
REVENUES
 Property Taxes                                        $                    -    $                    -     $                   -     $                     -                       $-
 Sales Taxes                                                      429,000,000               429,000,000                         -                (429,000,000)              141,809,362
 State Funds                                                                -                         -                         -                           -                 4,554,541
 Federal Funds                                                              -                         -                         -                           -                         -
 Charges for Services                                                       -                         -                         -                           -                         -
 Investment Earnings                                                  300,000                   300,000                 2,090,676                   1,790,676                28,725,933
 Miscellaneous                                                        175,000                   175,000                         -                    (175,000)                  340,058
   Total revenues                                                 429,475,000               429,475,000                 2,090,676                (427,384,324)              175,429,894

EXPENDITURES
Current
  Instruction                                                               -                         -                12,052,565                  (12,052,565)              19,041,095
  Pupil Services                                                            -                         -                         -                            -                        -
  Improvement of Instructional Services                                     -                 1,015,852                 3,065,485                   (2,049,633)              11,201,694
  Instructional Staff Training                                              -                         -                         -                            -                        -
  Educational Media Services                                                -                         -                         -                            -                        -
  Federal Grant Administration                                              -                         -                         -                            -                        -
  General Administration                                                    -                         -                         -                            -                        -
  School Administration                                                     -                         -                         -                            -                        -
  Support Services - Business                                               -                         -                         -                            -                        -
  Maintenance And Operation                                                 -                         -                   167,002                     (167,002)               1,801,398
  School Safety And Security                                                -                         -                         -                            -                        -
  Student Transportation Service                                            -                         -                 2,111,985                   (2,111,985)               2,075,795
  Support Services - Central                                                -                         -                   914,839                     (914,839)               4,936,360
  Other Support Services                                                    -                         -                         -                            -                        -
  School Nutrition Program                                                  -                         -                         -                            -                        -
  Enterprise Operations                                                     -                         -                         -                            -                        -
Capital Outlays                                                    21,014,897                38,758,537                 8,803,598                   29,954,940              178,289,422
  Other Outlays                                                             -                         -                         -                            -                        -
Debt Service                                                                -                         -                         -                            -                        -
    Total current                                                  21,014,897                39,774,389                27,115,474                   12,658,915              217,345,765
      Total expenditures                                           21,014,897                39,774,389                27,115,474                   12,658,915              217,345,765
          Excess (deficiency) of revenues over
          expenditures                                            408,460,103               389,700,611               (25,024,798)               (414,725,409)               (41,915,870)

OTHER FINANCING SOURCES (USES)
 Operating Transfers From Other Funds                                        -                         -                         -                              -            54,986,031
 Operating Transfers To Other Funds                                          -                         -                         -                              -                     -
 Sale or Compensation for the Loss of Capital Assets                         -                         -                         -                              -             1,062,862
   Total other financing sources (uses)                                      -                         -                         -                              -            56,048,893

         Net change in fund balances                              408,460,103               389,700,611               (25,024,798)               (414,725,409)               14,133,023
Fund balances - beginning, as previously reported                 203,063,206               203,063,206               644,967,355                 441,904,149               618,640,045
Fund balance - ending                                  $          611,523,309    $          592,763,817    $          619,942,557    $             27,178,739       $       632,773,068

The notes to financial statements are an integral




                                                                                                                                                                         Page 9
                                                                          DEKALB COUNTY BOARD OF EDUCATION
                                                    Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual
                                                                                     All major fund types
                                                                           For the Year-to-Date as of July 31, 2025



                                                                                                           SCHOOL NUTRITION FUND
                                                                                                                                          Variance with Final
                                                             Orig Budget               Final Budget              Actual 2026                    Budget                Actual 2025
REVENUES
 Property Taxes                                        $                    -    $                    -     $                   -     $                      -    $                 -
 Sales Taxes                                                                -                         -                         -                            -                      -
 State Funds                                                                -                         -                         -                            -              1,772,268
 Federal Funds                                                     73,474,629                73,474,629                    26,452                  (73,448,177)            52,612,908
 Charges for Services                                                       -                         -                         -                            -                631,343
 Investment Earnings                                                        -                         -                         -                            -                      -
 Miscellaneous                                                     10,357,738                10,357,738                         -                  (10,357,738)             1,565,309
   Total revenues                                                  83,832,367                83,832,367                    26,452                  (83,805,915)            56,581,828

EXPENDITURES
Current
  Instruction                                                               -                         -                         -                           -                       -
  Pupil Services                                                            -                         -                         -                           -                       -
  Improvement of Instructional Services                                     -                         -                         -                           -                       -
  Instructional Staff Training                                              -                         -                         -                           -                       -
  Educational Media Services                                                -                         -                         -                           -                       -
  Federal Grant Administration                                              -                         -                         -                           -                       -
  General Administration                                                    -                         -                         -                           -                       -
  School Administration                                                     -                         -                         -                           -                       -
  Support Services - Business                                               -                         -                   (38,740)                     38,740                       -
  Maintenance And Operation                                                 -                         -                         -                           -                       -
  School Safety And Security                                                -                         -                         -                           -                       -
  Student Transportation Service                                            -                         -                         -                           -                       -
  Support Services - Central                                                -                         -                         -                           -                       -
  Other Support Services                                                    -                         -                         -                           -                       -
  School Nutrition Program                                         85,832,367                85,832,367                 5,527,334                  80,305,034              61,725,612
  Enterprise Operations                                                     -                         -                         -                           -                       -
Capital Outlays                                                             -                         -                         -                           -                       -
  Other Outlays                                                             -                         -                         -                           -                       -
Debt Service                                                                -                         -                         -                           -                       -
    Total current                                                  85,832,367                85,832,367                 5,488,593                  80,343,774              61,725,611
      Total expenditures                                           85,832,367                85,832,367                 5,488,593                  80,343,774              61,725,611
          Excess (deficiency) of revenues over
          expenditures                                             (2,000,000)               (2,000,000)               (5,462,141)                  (3,462,141)             (5,143,783)

OTHER FINANCING SOURCES (USES)
 Operating Transfers From Other Funds                               2,000,000                 2,000,000                          -                  (2,000,000)               464,659
 Operating Transfers To Other Funds                                         -                         -                          -                           -                      -
 Sale or Compensation for the Loss of Capital Assets                        -                         -                          -                           -                      -
   Total other financing sources (uses)                             2,000,000                 2,000,000                          -                  (2,000,000)               464,659

         Net change in fund balances                                        0                         0                (5,462,141)                  (5,462,141)            (4,679,124)
Fund balances - beginning, as previously reported                  25,163,662                25,163,662                30,374,289                    5,210,627             28,344,821
Fund balance - ending                                  $           25,163,662    $           25,163,662     $          24,912,147     $               (251,515)   $        23,665,697

The notes to financial statements are an integral
part of this statement.




                                                                                                                                                                      Page 10
                                                                          DEKALB COUNTY BOARD OF EDUCATION
                                                    Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual
                                                                                     All major fund types
                                                                           For the Year-to-Date as of July 31, 2025



                                                                                                    NONMAJOR GOVERNMENTAL FUNDS
                                                                                                                              Variance with Final
                                                             Orig Budget               Final Budget          Actual 2026            Budget                   Actual 2025
REVENUES
 Property Taxes                                        $                    -    $                    -     $                   -     $             -    $                 -
 Sales Taxes                                                                -                         -                         -                   -                      -
 State Funds                                                                -                15,422,816                         -         (15,422,816)            17,612,162
 Federal Funds                                                              -                12,714,119                14,897,192           2,183,073            208,965,796
 Charges for Services                                                       -                         -                    55,003              55,003              1,047,733
 Investment Earnings                                                        -                         -                     1,206               1,206                 16,265
 Miscellaneous                                                      1,397,500                 7,086,500                   260,343          (6,826,157)            30,492,239
   Total revenues                                                   1,397,500                35,223,435                15,213,743         (20,009,692)           258,134,196

EXPENDITURES
Current
  Instruction                                                               -                19,286,341                 1,853,692         17,432,649             122,169,333
  Pupil Services                                                            -                   652,022                   309,244            342,778              33,215,100
  Improvement of Instructional Services                                     -                   328,130                   150,231            177,899               2,221,016
  Instructional Staff Training                                              -                   663,350                   570,965             92,384              29,270,424
  Educational Media Services                                                -                         -                         -                  -                 346,123
  Federal Grant Administration                                              -                         -                   418,421           (418,421)              4,603,737
  General Administration                                              115,500                   486,247                   214,017            272,230               8,069,228
  School Administration                                                     -                         -                    14,832            (14,832)              3,794,076
  Support Services - Business                                          10,500                    10,500                    11,527             (1,027)                772,535
  Maintenance And Operation                                           122,500                   122,500                     6,897            115,603               6,705,646
  School Safety And Security                                                -                 2,855,820                    52,445          2,803,375                       -
  Student Transportation Service                                            -                 8,589,193                   423,112          8,166,081               6,921,163
  Support Services - Central                                           14,700                    19,700                     3,503             16,197               2,387,066
  Other Support Services                                                    -                         -                         -                  -                 467,791
  School Nutrition Program                                                  -                         -                                            -               1,644,960
  Enterprise Operations                                             4,674,000                 4,674,000                   171,716          4,502,284               5,678,161
Capital Outlays                                                             -                         -                         -                  -              20,155,071
  Other Outlays                                                             -                         -                         -                  -                     650
Debt Service                                                                -                         -                         -                  -                       -
    Total current                                                   4,937,200                37,687,803                 4,200,602         33,487,201             248,422,079
      Total expenditures                                            4,937,200                37,687,803                 4,200,602         33,487,201             248,422,079
          Excess (deficiency) of revenues over
          expenditures                                             (3,539,700)               (2,464,368)               11,013,141         13,477,509                9,712,117

OTHER FINANCING SOURCES (USES)
 Operating Transfers From Other Funds                               4,774,000                 4,774,000                 3,029,046          (1,744,954)            17,862,011
 Operating Transfers To Other Funds                                         -                   (18,300)                  (29,046)            (10,746)            (2,777,819)
 Sale or Compensation for the Loss of Capital Assets                        -                         -                         -                   -                      -
   Total other financing sources (uses)                             4,774,000                 4,755,700                 3,000,000          (1,755,700)            15,084,191

         Net change in fund balances                                1,234,300                 2,291,332                14,013,141         11,721,809              24,796,308
Fund balances - beginning, as previously reported                  86,436,845                86,436,845                (1,159,764)        (6,532,184)             40,900,666
Fund balance - ending                                  $           87,671,145    $           88,728,177    $           12,853,377    $     5,189,625     $        65,696,974

The notes to financial statements are an integral
part of this statement.




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