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Sales & Use Tax Revenue Report - March 2010 City of Boulder Sales & Use Tax Revenue Report March, 2010 Issued May 14, 2010 This report provides information and analysis related to sales and use tax collections for fiscal year 2010. Results are for actual sales activity through the month of March, the tax on which is received by the city in the subsequent month. Any questions should be directed to Bob Eichem, Finance Director at (303) 441-1819. REVENUE COMPARISONS TO COMPARABLE PERIOD IN PRIOR YEAR Table 1 lists the categories of sales and use tax collected by the City of Boulder. It illustrates the percent change in the various areas for 2010 over the same time period in 2009. As reflected in Table 1, Total sales and use tax has decreased from the 2009 base by 0.13%. For 2010 budget purposes, the most current City forecast is a 2.75% decrease from 2009 sales and use tax levels. Overall, when timing adjustments are taken into consideration (explained below) collections are meeting current projections. TABLE 1 ACTUAL REVENUE % CHANGE IN TAX CATEGORY REVENUE % OF TOTAL Increase/(Decrease) Sales Tax 4.73% 82.82% Business/Consumer Use Tax (14.70%) 9.87% Construction Use "fax 27.12%) 5.54% Motor Vehicle Use Tax 22.050 2.33% Refunds 3,124.33% (0.56%) Total Sales & Use Tax (0.13%) 100.00% Certain retail sates tax in the Food Store category was paid in a different time frame then that received in 2009. Table 2 reflects a timing adjustment to make the results more comparable. TABLE 2 REVENUE ADJUSTED FOR TIMING 1/14 CHANGE IN "TAX CATEGORY REVENUE % OF TOTAL Increase/(Decrease) Sales Tax 3.86% 82.70% Business/Consumer Use Tax (14.70%) 9.94% Construction Use Tax 27.12%) 5.57% Motor Vehicle Use Tax 22.05% 2.34% Refunds 3,124.33% (0.55%) Total Sales & Use Tax 0.82% 100.00% RETAIL SALES TAX Retail Sales Tax - As anticipated, retail activity in the City of Boulder appears to be slowly improving from that experienced in 2009. Although any short-term period does not necessarily indicate a trend, this report will provide monthly data by category to help identify longer-term trends as the year progresses. This early in the year, small aberrations can make a disproportional influence on monthly results. An example is February 2010 which includes a doubling up of certain food tax revenue (that will level out later in the year) and a late payment by a telecommunications provider (both Jan and Feb payments received in February). March may be more representative but also may be somewhat inflated because Easter (and related spending) occurred earlier in 2010 than in 2009. Jan Feb Mar (6.98%) 15.59% 5.93% Food Stores - Retail sales tax revenue is up by 9.96% March YTD. Certain retail sales tax in the Food Store category was paid in a different time frame then that received in 2009. Adjusting to exclude the timing impact results in a YTD increase of 4.56`% Jan Feb Mar 6.54% 22.84% 1.15% Sales at Eating Places are both an important revenue source (Eating Places comprise about 13% of sales/use tax) and are a significant indicator of the health of the economy in the city. This discretionary category is highly correlated with unemployment (disposable income) and consumer confidence. Tax at Eating Places is up by 1.18% YTD Jan Feb Mar 0.11% 1.82% 0.86% Apparel Store sales are down by 0.82% YTD. Jan Feb Mar (6.57%) - 2.94% 0.88% General Retail is up by 3.62% YTD. Some of the variation between January and February is due to a late payment by a telecommunications provider (both Jan and Feb payments received in February). Jan Feb Mar (5.26%) 8.69% 0.11% Utilities (primarily natural gas and electricity) have traditionally been a very stable underpinning for the sales tax revenue base. 2009 tax revenue was down significantly but that trend appears to be turning around for 2010. Jan Feb Mar 2.21% 16.27% 26.25% Results in the Computer Related Business retail category continue to be encouraging. Although this category tends to be very volatile, the March YTD increase of 38.93% is strong. Unfortunately, a decrease of 57.61% in use tax in this category more than cancels out the retail increase. BUSINESS/CONSUMER USE TAX Business/Consumer Use Tax - This category also tends to be volatile in nature and the short-term results do not necessarily reflect trends. The fact that it is down by 14.70% does not yet reflect a hoped- for improvement in the business sector. CONSTRUCTION USE TAX Construction Use Tax - This category is down YTD by 27.12%. 2009 included many large projects (CU, government and private sector), the scope oCwhich are not expected to be duplicated in the near- term future. Therefore, reduced revenue for 2010 was anticipated and is not solely caused by the economy, MOTOR VEHICLE USE TAX Motor Vehicle Use Tax continues the positive trend begun late in 2009, increasing by 22.05%. Early in 2009, the numbers were so negative that they are not difficult to beat with the level of pent up demand that developed. These positive numbers will be more difficult to maintain as the year progresses and the comparative numbers are stronger. To date, 2010 Motor Vehicle Use Tax revenue has changed as follows: Jan Feb Mar 14.75% 15.04% 37.24% Significant increases / decreases by tax category are summarized in Table 3. Although not true in every case, in general, many of the consumer driven categories are improving while the business related categories remain negative. TABLE 3 YTD RETAIL SALES TAX Change in Comparable Collections STRENGTHS: WEAKNESSES: ■ Food Stores are up by 9.96% (up 4.56% after Apparel Stores down by 0.82% adjusting for timing) • Home Furnishings down by 11.43% ■ F,ating Places are up by 1.18% ■ Building Materials - Retail down by 2.00% ■ General Retail up by 3.62% Consumer Electronics down by 1020% ■ Transportation/Utilitics up by 9.86% • Table Mesa down by 0.40% ■ Automotive "Trade up by 7.98% All Other Boulder" category is down by 2.58% • Computer Related Business up by 38.93% (Use Tax Boulder County down by 20.81 % in this category down by 57.61 Gunbarrel Industrial down by 1.06% ■ Downtown up by 10.81% Gunbarrel Commercial down by 3.75 % ■ UIIGID ("the hill') up by 1.83% Pearl Street Mall down by 3.74% ■ N. 281h St. Commercial up by 12.63% Boulder Industrial down by 10.09% ■ University of Colorado up by 1.51% ■ Basemar up by 14.41 % • BVRC (excl 29`h St) up by 3.16% ■ TwentyNinth St up by 2.72% • The Meadows up by 6.26% ■ Metro Denver up by 3.87% ■ Out of State up by 14.18% YTD USE TAX Change in Comparable Collections STRENGTHS: WEAKNESSES ■ Motor Vehicle Use Tax up by 22.05% Construction Use Tax down by 27.12% ■ Computer Related Business Use Tax is down by 57.61% OTHER TAXES ■ Accommodations Tax is up 1.04%. ■ Admissions Tax is up 2.97% PROJECTIONS FOR THE FUTURE' The state entered the recession that began for the nation at the end of 2007. Although Colorado's economy performed better than the nation's through much of 2008, negative forces resulting from the financial crisis, housing market contraction, and slowdown in consumer spending significantly impacted the City of Boulder from the 3rd quarter of 2008 through December 2009. Job losses, a reduction in credit availability, and consumer and business confidence have limited spending. Colorado's economy appears to be slowly recovering from the recession. Although Boulder and Colorado unemployment rates are improving slightly and most economists are stating that a slow recovery has begun, it is too early to tell how quickly the business sector and employment in Boulder will improve and whether the federal government's capital infusions will have enough impact to free up the capital markets necessary for Colorado's emerging industries to succeed. Jobs are obviously the basis for the disposable income that underlies much of our tax base. Uncertainty regarding the future has resulted in consumers using disposable income to save or reduce debt rather than for consumption. Examples of local fluctuations in jobs include the following recent announcements: ■ IBM Corporation plans to add 500 customer service-related jobs at its Boulder campus ■ Tandberg is moving its offices from Boulder to Westminster, including 50 local jobs. ■ TransFirst is moving its offices from Louisville to Broomfield, including 450 jobs. The Bureau of Labor Statistics reports that the non-seasonally adjusted unemployment rate in Boulder decreased from 6.8% in March of 2009 to 6.4% in March of 2010. Related to the national economy, on April 27, 2010, Conference Board Consumer Confidence lndex® increases were reported as follows: ■ The Conference Board Consumer Confidence Index R , which had rebounded in March, increased further in April. The Index now stands at 57.9 (1985=100), up from 52.3 in March. The Consumer Confidence Survey ®R is based on a representative sample of 5,000 U.S. households. The monthly survey is conducted for The Conference Board by TNS. `1'NS is the world's largest custom research company. The cutoff date for April's preliminary results was April 20th. ■ Says Lynn Franco, Director of The Conference Board Consumer Research Center: "Consumer confidence, which had rebounded in March, gained further ground in April. The Index is now at its highest reading in about a year and a half (Sept. 2008, 61.4). Consumers' concerns about current business and labor market conditions eased again. And, their outlook regarding business conditions and the labor market was also more positive than last month. Looking ahead, continued job growth will be key in sustaining positive momentum." ■ Consumers' outlook was also brighter in April. The percentage of consumers expecting business conditions will improve over the next six months increased to 19.8 percent from 18.0 percent, while those expecting conditions will worsen declined to 12.6 percent from 13.6 percent. • Consumers were also more optimistic about the job outlook. The percentage of consumers anticipating more jobs in the months ahead increased to 18,0 percent from 14.1 percent, while those anticipating fewer jobs declined to 20.0 percent from 21.4 percent. The proportion of consumers anticipating an increase in their incomes declined to 10.3 from 10.8 percent. The January 22 - February 4, 2010 issue of the Boulder County Business Report included the following projections: ■ Business leaders see 2010 recovery ■ As five Boulder business leaders shared their economic predictions for 2010, Chuck Porter gave the most simplistic, and perhaps realistic, answer. "I know what you know," the co-chairman of advertising firm Crispin Porter + Bogusky said. "Things got bad, and now they are getting better." ■ A continuing improving economy in 2010 was the consensus viewpoint from business leaders Wednesday at the Boulder Economic Council 2010 Economic Forecast, held at the UCAR Center Green Facility Auditorium. • Local developer Stephen Tebo, who owns and operates nearly 2 million square feet of mostly commercial real estate in the Boulder Valley, said the market has been affected by difficulty in obtaining loans from the banks. That has hurt commercial real estate sales and new development, but existing real estate and leasing is holding strong in Boulder, he said. "There's a perception of a lot of vacant space, but in reality a lot of it is being quickly re-leased," Tebo said. "I do not expect an onslaught of commercial properties at deep discounts," he said. "Even those that are in foreclosure are being picked up quickly." • Kim Campbell, senior property manager at Twenty Ninth Street and Flatlron Crossing malls, said the overall retail industry began to see a sales rebound in the fourth quarter of 2009. She predicted that "cautious optimism will prevail," and retail sales in Colorado will rise by 3 percent in 2010. Projections from the March 19, 2010 edition of Focus Colorado; Economic and Revenue Forecast published by the State of Colorado Legislative Council follow: ■ Colorado's economy is slowly recovering from the "Great Recession." Job losses have diminished, and some sectors are beginning to add workers, but more employment declines are expected in the coming year. Colorado's economy is poised to be a leader as business investment recovers. The state has a well educated workforce and industries that are likely to lead the nation in this expansion, such as high technology and energy, including oil, natural gas, and newer energy sources. Still, weak real estate markets, high debt levels, and tight credit conditions will constrain investment and hiring. The state has a relatively large share of problem loans and unprofitable banks that will be a drag on the economy, and Colorado may lag the country in this recovery. • The Legislative Council's forecast for Retail Trade Sales (Note: the tax base differs substantially from taxable retail sales in the City of Boulder): Forecast Forecast Forecast Category 2010 2011 2012 Retail Trade Sales 2.5% 3.8% 5.0% This report will be updated and will be available on approximately the tenth business day of each month. MARCH 1"I'D Actual 't'otal Net Sales/Use Tax Receipts by'rax Category 2009 2010 ,4 C, binge (Truim Sales Tax 15,429,239 16,158,921 4.73% 82.82% Business Use Tax 2,257,593 1,925,745 -14.70% 9.87% Construction Use Tax 1,481,840 1,080,018 -27.12% 5.54% Motor vehicle 371,802 453,776 22.05% 2.33% Refunds -3,335 -107,523 3% -0.55% Total Sales and Use Tax 19,537,140 19,510,937 -0.13% 100.00% MARCH YTD Actual Total Net Sales/Use Tax Receipts by Industry Type 2009 2010%C-bal}ge % ul"Iblal Food Stores 2,508,264 2,756,362 9.89% 14.13% Fating Places 2,424,004 2,440,311 0.67% 12.51% Apparel Stores 529,503 523,567 -1.12% 2.68% Home Furnishings 605,614 524,702 -13.36% 2.69% General Retail 3,937,516 4,251,396 7.97% 21.79% Transportation/Utilities 2,037,747 2,116,527 3,87% 10.85% Automotive Trade 1,032,443 1, 166,4 t4 12.98% 5.98% Building Material-Retail 544,264 533,034 -2.06% 2.73% Construction Use Tax 1,203,291 899,795 -25.22% 4.61 % Construction Sales'Tax 86,437 83,241 -3.70% 0.43% Consumer Flectronics 511,81 1 371,378 -27.440K 1 90% Computer Related Business Sector 1,462,887 1,122,474 -2.3.27°o 5 75% All Other 2,656,692 2,829,258 6.50% 14 50% Refunds -3,335 -107,523 3124 33% -055% Total Sales and Use Tax 19,537,140 19,510,937 -0.13% 100 00% MARCH YTI) Actual Total Net Sale"se'rax Receipts by Geographic Area 2009 2D1o t? C9rangg: `(0 of'Purr(] North Broadway 246,629 266,074 7.88% 1.36% Downtown 1,140,965 1,239,124 8.60% 6,35% Downtown Extension 109,854 125,260 14.02% 0.64% UIIGID (the "hill") 267,852 278,549 3.99% 1.43% East Downtown 112,747 121,698 794% 062% M 281h St. Commercial 913,747 1,019,721 11.60% 5 23% N. Broadway Annex 118,370 109,290 -7.67% 0-56% University of Colorado 301,803 311,803 3.31% 1.60`% Baseman 320,997 358,572 1171% 1.84% BVRC-Boulder Valley Regional Center 3,743,423 3,819,322 2.03% 19.58% 29th Street 1,340,709 1,355,872 1.13% 6.95% Table Mesa 528,297 524,526 -0.71% 2.69% The Meadows 199,416 210,187 5.40% 1.08% All Other Boulder 821,325 864,159 5.22% 4.43% Boulder County 202,829 340,626 6794% 1.75% Metro Denver 1,422,469 1,013,087 -28.78% 5.19% Colorado All Other 31,746 28,720 -9.53% 0.15% Out of State 2,105,083 2,066,910 -1,81% 10.59% Airport 3,148 4,664 48.17% 0-02% Gunbarrel Industrial 1,377,946 909,522 -33 99% 4.66% Gunbarrel Commercial 239,652 231,964 -3.21% 1.19% Pearl Street Mall 454,543 457,095 0.56`/0 2.34%> Boulder Industrial 1,538,204 1,806,382 17.43% 9,26% Unlicensed Receipts 308,366 274,956 -10.83% 1.41% County Clerk 371,802 453,776 22.05% 2.33% Public Utilities 1,318,554 1,426,600 8.19% 7,31% Refunds -3,335 -107,523 3124.33% -0.55%, Total Sales and Use Tax 19,537,140 19,510,937 -0.13% 100.00% 1,1ARC11 Y TD Actual Change in Miscellaneous 'Fax Statistics 2009 20111 l;txable Sales Total Food Service Tax 108,709 111,452 2.52% Accommodations Tax 542,010 547,645 1.04% Admissions Tax 130,106 133,965 2.97% License Fees 5,425 8,675 59.91% Trash Tax 335,150 481,383 43 63% USE SALES COMPARISON OF YEAR-TO-DATE ACTUAL REVENUE FOR THE YEAR 2010 TO COMPARABLE PERIOD IN USE TAX BY CATEGORY SALES TAX BY CATEGORY Aetdhl MARCH Y`IIl Actual 2009 2010 ,Fo Chance Standard Industrial Code 13,306 12,995 -2.33% Food Stores 2,494,958 2,743,366 9.967 35,109 23,289 -33.67% Eating Places 2,388,895 2,417,022 1.18% 2,469 831 -66.35% Apparel Stores 527,034 522,737 -0.82% 17,901 4,148 -76.83% Home Furnishings 587,713 520,554 -11.43% 260,382 441,157 69.43% General Retail 3,677,134 3,810,239 3.62% 190,883 87,516 -54.15% Transportation/Utilities 1,846,864 2,029,012 9.86% 376,601 458,228 21.67%, Automotive Tradc 655,842 708,186 7.98% 3,044 2,657 -12.72% Building Material-Retail 541,220 530,377 -2.00% 1,203,291 899,795 -25.22% Construction Use "fax 0 0 na 0 0 na Construction Sales Tax 86,437 83,241 -3.70% 140,028 37,528 -73.20% Consumer Electronics 371,783 333,850 -10.20% 942,547 399,556 -57.61% Computer Related Business 520,340 722,917 38.93% 925,674 1,091,838 17.95% All Other 1,731,019 1,737,420 0.37% 4,111,235 3,459,539 -15.85% Total Sales and Use Tax 15,429,239 16,158,921 4.73% USE TAX BY CATEGORY SALES TAX BY CATEGORY MARCI Y pD Aettrat? MAlzOI NT1 ACtu 4 2009 2010 C'hangu Geographic Code 2009s 1 2..fi - 5,299 11,162 110.65% North Broadway 241,330 254,912 5.63% 63,627 45,274 -28.84% Downtown 1,077,338 1,193,850 10.91% 4,191 2,026 -51.66% Downtown Extension 105,663 123,234 16.63% 2,651 8,503 220.71% UHGID (the "hill") 265,201 270,047 1,83% 4,673 10,126 116.70% East Downtown 108,075 111,572 3.24% 25,579 19,399 -24.16% N. 28th St. Commercial 888,167 1,000,322 12.63% 16,722 10,628 -36.45% N. Broadway Annex 101,648 98,663 -2,94% 7,013 12,564 79.16% University of Colorado 294,790 299,239 1.51% 11,376 4,336 -61.88% Basemar 309,621 354,236 14.41% 92,644 53,122 -42.66% BVRC 3,650,779 3,766,200 3.16% 27,659 7,066 -74.45% 29th Street 1,313,049 1,348,806 2.72% 5,441 3,769 -30.74% Table Mesa 522,856 520,758 -040% 3,324 1,815 -45.39% The Meadows 196,092 208,372 6.26% 321,034 376,782 17.36% All Other Boulder 500,291 487,377 -2.58% 20,062 195,889 876.40% Boulder County 182,767 144,736 -20.81% 778,853 344,588 -55.76% Metro Denver 643,616 668,499 3.87% 7,697 4,132 -46.32% Colorado All Other 24,049 24,589 2.25% 384,609 102,536 -73.34% Out of State 1,720,474 1,964,374 14.18% 46 243 433.98% Airport 3,102 4,421 42.50% 1,150,004 683,996 -40.52% Gunbarrel Industrial 227,942 225,526 -1.06% 355 1,648 364,67% Gunbarrel Commercial 239,297 230,316 -3.75% 4,055 23,474 478.85% Pearl Street Mall 450,488 433,622 -3.74% 479,858 854,802 78.14% Boulder Industrial 1,058,346 951,581 -10.09% 266,432 178,432 -33.03% Unlicensed Receipts 41,934 96,525 130.18% 371,802 453,776 22.05% County Clerk 0 0 na 56,230 49,453 -12.05% Public Utilities 1,262,324 1,377,147 9.10% 4,111,235 3,459,539 -15.85% Total Sales and Use Tax 15,429,239 16,158,921 4.73% Ta>; ',c 4 rote e<_r~ TOTAL CITY SALES AND USE TAX COLLECTIONS Changc in REVENUE. CATEGORY YEAR JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTAL Tasnhlc Sale RETAIL SALES TAX 2003 . 872 3+< 3 67c ° - '2E 4 093.068 4 264 729 5 Z32.3`115. 4 167 HE 1 4 663,992 95' 4,28' 4 246 921 . 64 371 489 Ra:e Chg 3 2E%>3 41 % 2004 4 304 36 a.•"0 a6 _ .CS' 4 399._~94 4 461.055. 5 340555 4,333.126 4.749.658 5542 ECS 4 4 5'8.629. 602.036 58-229844 45'n Rase 3 419 2005 4,255 04' 4 453,370 5,232.389 4.353.626 - 4.576,864 5.535,'961 4,494.079; 5.013.3791 5.550 916 4.511 790 4.769,700 G. 932.929 59.708.68C 2006 ~ 4 734 249 4,645.436 5.537 254 4.659.458 .4 682 331 6 129363 4.737.773; 5,237,757 6.156,05E'. 4.950305 4,387,847 7 991 E-8: 63,9:9,44, Rase Cl•c 341%.356% _ 2007 5'.18353 5014.6'5: 6958,4211 4.%5.98' 550370' 6712.841 5,56537' 6.393.028 6954377 5747963• 5.695,703 641'.,484 72 ess F3E. 934h. Rase C4-O3561>341% 2008 5'9)400 5,105.109' 6,005,9461 5,331,447 5,466450 6572,335 5.5087961 13-258,13,401 6.620535. 5.382779 5.255.'55 7143455 70-70.045 035%,. Rxe7 41 % 2009 4919, 70 4,659,632' 5 .850,036 5077 648 " 131 444 6 428 3435 .206 77 - 01 5 ,790,533 6093.3 4 5,'70.323 4 735.769 1,8 14 130 _66,577 613 -4 0% 2040 4 76 03, 5366.'90' 6196,697 - 1 - 15,158,921, -75 Ba'/, Change from prior year (Morth) 6 9E15 59% 5 93% - O6 CU% 0^ OL'% 00 00% -100.OG%6 -100()0%; Oe i(- on ,-100 001 1 •100 00 6 Change from prior year (YTD) - - 6 98.,,_ 4 00%6 4.71°1 -2 20% .36 9.7%4 -49 61 % "56.65% • -E2 48'/z' 6 % ; -E7 131/ J -70 261", -72 64% , CONSUMER USE TAX 20013 79F 157 $17 5551 636.398' 877.962 786.286 962,785 656,7991 819.164 914.8691 635 455 045,632 1.052 566 9.963 632 2 r Rate Chg 3..26%>3.4'% 2001 9160229 665018. 699.453 742GS2 724614 866974 810874_9_22.401: 941990 726,634 750.971. 1.161,776 10.215625 .5°-. F%,11 34 1- 203? 8"27887 507.036_ 951.085 -1.0-6,614 '03.592 (:07.'748 664.729 7884651 7L94 C30i 758927. 96E 4C" _ 1,246,300 1',130130 895 0 2006 686 686 517,101; 277 6 577.14s 964 529 781 352 895.403` 7,'6258% 1054 6%; 727 77F 192 224 ~ 1 287.157 10.631.42 •4 43% Rate Cng 3 4'%>3 56% 2007 763 650_ 574 006 975,17E 868.726 733 196 r5 B.0-2 975 456 652 5011 923.657 732 463 : F 1'7: 1.575905 'C 369 '4C _ -6 63°h R eChrl 55%>341% 1 2308 e-6,034 991.4721 1.109,160 669214 736901 ' 067769 73 334 _ 5963991 _299.934 988.083 599876! 1.251267 1_D. 64 043 535% F e 9 2009 1 9-9558 657.250, 1,062.587 097.89` °3' 724 7968'9 658.325 1,299.767 989089' 741,578 698452' 457: - 37 , 497 E44% - - _ 2010 687 i,12 77E 7961 913 223 79 52178 6415 .c crrp wyea La„!r1 400 33 9-, 1(10.01)% 10006% -106 OOh.' '00 bOk •',0;03 -1000C`;~ ce err pr or yea 34 - 5 4`_ho. -55.63`/, -66 52 :a -7C 61% -73 665E 75 05 -78 8496 - CONSTRUCTIONUSE TAX 2003 ~i .1215851 '38,558 236.246 »•5756 675306 220,413 259.946; 239337. '6'9'13 297,583; 388.-57 3256653 -REF' R e C"3 26%>3 41% 2004 7 F:: 3 6 48~ 387 481 490426 229 d 6 16'.731 204,851 155,409' 212.299. "9 283 238,45 9 283 087 3,045 978 a0 50%, p, 9 2 5B` 182.540 287.865 46' 578 456 073 9'13 197 186408 235.30282 5631 276.247_ 288 041 514 975 5.59'.664 83 599 2006 197263 331.341; 42D7491 294094 337237 774420 352,533 264409' 343749 559975 410958rt_1,018_2721 5,302,000 .528% Rare C1g 341%.356% _ 2007 292076 347,8601 1'2,0161 293,061 62'.4:3 430.207 1,: 9,425 259,2261 42'376•, 266524 376,9781 253.590 +.8'47;ES -13021/. 1 hateChg3 56%>3.4`% - 2006 33-,080 347 219 748.549; 454.797 327,855 24' 649 100.759 , 442 6521 347 954, 2'7 88y 10Y,831 3a.753 4 048982 -1221 1 Rate341% 2009 944,905 -11.907! 425,0281 776.5", 279.76' 995.132^ 721.209 6763-1! 235.485 223169 59°97C 1467798; 7,449.176 6390°k 2010 59.599 242.5_91' 245.829- _ 7080018, .855..^.%• 1C"engetrom Prior year (Month) -3733% 1'678%- -42 16% •100005.. ,~70r! -10000% -130 C^% S: OOX -10000% -1000-% ..;nge from poor year (YTD) 39 07 e^ 2, 7- -78 10`!0 .79 9659 -87 91-. - - u5 s0' TOTAL FOR MONTHS ORANGE FROM PREVIOUS YEAR (MONTH B YTD) 2003 4 774 92C 4.514.099 6,C_C -.3 5 743.' 01 5 535538 T 38C.897 EE Rate Cmg 3.26%>141% 2004 5684798 517•.633--- 6.61399' - 5,512.7-2 5-'S 1.52 .,384.261 5.348.853_5.827,468 4647 C93 5298647 5508.059. 8.066.899 7'.494448 _4 Ra:c 3A1% --2005_5.9955'7 5742,446 647'340i --5831.5'8 6-36529 7449441 5,545.207 6037,'52 6927449 5.576.974 6.026.271; 6.696.204 76436545- 69'% 2006 56'8'98 5,493,878 7,235,146 5,530.696 6.'84096 7685_'45_5.985.709. 6.275.424_1 7,55460[_ 6238056_ 5891,030! 10.197,046_ 79.888528 452°4, Rz'e Chg 341%>356% -T 2007 617508' 5936.481 8,005.615'. 6.147.766 68553' B.-C1 20 7,660.252. 7,304.754' _8.2_9942C 6,766951 6.788.999 10,240,982 _ e_e.1E2.732 5.73% I, a:echg3 56%.3.41% 2008 6 345 5 3 6.443.800 . 7.963654 6455,459 5 553 206 7.881 753 8.341.889 ~ 7•_297.691 7,860 423 6 59C 347 5 962,862! 9,078 475_ 6,,.. E- 070 0 26;4 RZte34'% 2009 6774.;;33 5.428.789• 7,337.653 6.852,049 5942.929 8214.294- 6.786.364' 7.766,6011 1317687 6'35C72 6026,-91: 10,882,485 85,464`<8C 092% 2010 5855.3n 6,c^7,577. 7,355.749 0 C 01 IN 0 C OS 0 '96'6460 7704% 01 LcssRcTunds - 2003 -34-+.3a -4427 -7,076 •139.794 -4.772 -76,328, 4221 •596 -6.9:64_ -3779 •579 -46,599_ 424272 _ 2004 343 -10.505, -636, -872 •5963 -151' 4.643 -244_ -27318 •5.7581 -4,330 -63.061 2005 J46 .66044 -909j1 -2.666 647, O,C801. -3,062 4,207 -846 -1 586 0 -4,757 -96 051 2006 - -5,2721, -22,7611_ -363 -5099 0~ _0; -7566 - -806 -5947 .40611 -16,773 _ --05.296 2007 0 -38 291 -2,013 -729 -9 326 -14 547-14,440: -677 _ D -5 963 0 -5.0'S -9' OC 1 2008 7'8 0 974 -1,409 6 -2.375 445 -9493 -'429 0 -48521SOO --12 `23 L@SS RelURdS 2009 3335 0. 0 1."1 602 -692 -967' -3.520 -2747 -'79087 AS,331j -26376T 28377C 2010 3 469 68 -301 -35,924 - - - - _ - 07,523 Adjusted total 2003 4 74^ 59' 4 505 272, 6,023,015' 5,C74.479_ 5424 999 6 794,082 5,044,475 5.742,_1051 6,257 C23 5 081 802 5 584.959 7,334,298 67.607 502 -521% rg s 2&`%;.3.1154, T 2004 5 583 4C6 5 '6' 1281 _ 6.613,3541 5,57 840 5 469 '.2'. 6 389 "0 5.347.554. 5,822.,25' E 696 849, 5 271 329 5.502 30 9.062.569 71,43' ,386 ' 0''4. 2005 5 995 26E 5 676 902 6.470.431 ,KE.852 6 '34 882 7 :39 361 5 542 45 6.0325461 6.926.603 5 575 388 6 026 27. 9.691.446 76.340 493 6 87% -2096 5 577 846 5 4E8 606; 7,212 38 5,530 333 6 ' 7! 998 7 685 145 5.985.709 6.267 1556 7,553 892 6 232 1 5 89. 624 !0,180.273 79 7e3 631 45-% CN3 411_-3 569E 2007 6 '75 OP* 5 698 199-1 - 8,003 fi02 6,197.-39 6 045 SP.4 7 986.572 7.F45.82. 7,304 677 8 299 420 6 760 986 6 768 999 10,235,967• 88.09- 737 576% 2008 6 344 5315 6 443 800 • __7.876.650. 6 .~54.C50 6 553 206 7.879 378 _6_.34'• 444 72,8.198 7,8156 995E 5K.,47 5 914.34_'. 9 077,975' _8_4,57C 94 7 0.23% r" 10 4.9: 2009 fi 77- 6915 5 42F. 789 7.337 653 6 85093E 5942 317 E. 2' 3 607 6795337 7763 CBC • 7 3'5 ' 41) 5955 985 5960860 10.85 85.180 517 • 0 7250 2010 5.85'665 633944? _ 7,319.826! 0 0 0 40. 0! 0 0 0 -_95.0937, -77 O9% Crnnge(monm) .1357" 'F. 77'~~ 022 -107 :~0°:6 .0000% -1-000% •'OD 0059 •'0000% -10000% -'Z;: OC4. -10000'X. -'00.001/. (:^ange (1TDJ - 7; 7,: 6 06`1% 39 65^;: ' 88% -58 781, .64 59% -F, 8 7 4F^., -73 75 : 77 09% Sales and Use Tax Revenues Generated on The Downtown Mall by SIC Code Food Eating Apparel Home Gen. Stores Places Stores Furnish. Merchandise Construction All Others GRAND TOTAL 2008 sales tax rate of 3.41 January 3,237 68,838 19.765 7,014 42,931 128 575 142,489 February 4,668 72,868 23,413 6,947 44.714 34 1,580 154,225 March 4,844 80,004 33,772 8,262 56,599 84 1,916 185,480 April 3,683 86,681 40.292 8.146 51,233 24 4,759 194,818 May 4,278 96,740 41,463 10,467 61.967 5,899 220,814 June 4.537 96,104 48.546 9:347 72,881 5,799 7,889 245,102 Jul _ 4,301 108.900 45.642 10,148 75,471 352 4,271 249.086 August 4,335 107,770 51,541 10,788 69.656 106 5;085 249.282 September 4,651 88,611 38,773 8,816 57,032 1.649 6,514 206,045 October 4,329 93,186 42,386 8,482 50,047 - 3,537 201,967 November 4,257 69,791 31,679 11,609 48.554 92 4.690 170,674 December 6,833 64,458 44,000 24,104 96,249 - 8.938 244,581 2008 TOTAL 53953 1033952 461273 124130 727334 8268 55654 2,464,564 2009 sales tax rate of 3.41% January 47629 68,628 26,151 6,623 36,146 123 6.024 148,324 Februa 4,658 67,188 27,490 6,634 33,018 - 5,115 144.103 March 2,028 77,043 27,301 7,075 43,950 4,720 162,116 April 31448 75,528 27.060 6,923 39.309 208 3,130 155,608 May 3,899 87.470 37,007 9,495 53,835 - 3,171 194,875 June 4,289 88.013 36.641 9,200 57:418 - 5,686 201,247 Jul 3,728 98,758 35,017 10,705 65,401 9 3,187 216,806 August 3.720 100.927 51.166 11,537 61,163 9 5,647 234,168 September 3,770 86,308 32,955 10,405 50,144 867 21,853 206,302 October 3,649 82:703 34,099 10,849 43,775 - 3.420 178,495 November 2,041 67,449 34,458 13,383 45.412 661 3,749 167,155 December 4,090 64,718 38.779 31,338 86,158 58 7.328 232,469 2009 TOTAL 43948 964734 408124 134170 615727 1934 73029 2,241,668 2010 sales tax rate of 3.41% Januarv 2,907 62,112 18.620 8,360 29,998 6,432 3.562 131,992 February 4,934 63,870 26,728 7,068 31,430 6,503 2,829 143,362 March 5.413 81,927 30,585 8,491 45,465 9,378 481 181,750 April - - - - - - 0 May - 0 June - 53 Jul - 0 Au ust 0 September - 0 October 0 November 0 December 0 2010 TOTAL 13254 207909 75933 23919 106893 22314 6873, 457,157 Change from 2007-2008 -9.42% -4.52% 22,19% -8.58% -10.79% -56.37% 137.39%a -1.95% Change from 2008-2009 -18.54% -6.69% -11.52% 8.09% -15.34% -76.61% 31.2211% -9.04% % Change from 2009-2010 17.14% -2.33% -6.19% 17.64% -5.50% 18076.70% -56.66% 0.56% % Change from previous year month 166.88% 6.34% 12.03% 20.01% 3.45% #DIV/0! -89.81% 12.11% S:\CMO\DUHMDPS\dmc\Financial Mg\BUDGET DJ\GEOBYSIC.xls Sales Tax Revenues Generated on the Downtown Mall by SIC Code Food Eating Apparel Home Gen. Stores Places Stores Furnish. Merchandise All Others GRAND TOTAL 2008 sales tax rate of 3.41% January 3.221 67,910 19,463 7,014 42,897 555 141,061 February 4,664 72,646 23,409 6.947 44.655 1,406 153,728 March 4,832 79,716 33,756 8,262 56,540 1,451 184,556 April 3,674 86,248 40,277 8.146 51,076 4,683 194,104 May 4,241 96;424 41,463 10,467 61,920 5,885 220,400 June 4,523 95,584 48,538 9,347 72,814 6,982 237,789 Jul 4,290 108,412 45,637 10,148 75,424 4,271 248,181 August 4,329 107,334 51.540 10,788 69,582 4,551 248.123 September 4,650 88,425 38,772 8,816 56,826 5,483 202.972 October 4,325 92.890 41.033 8,482 49,799 3,531 200,059 November 3.870 69.545 31,512 11,609 48.342 4.352 169,230 Decembe- 6,816 64.183 43,934 24,104 94.958 7,957 241.951 2008 TOTAL 53,433 1,029,317 459,335 124,130 724,833 51,106 2,442,153 2009 (sales tax rate of 3.41% January 4,623 68.200 26,029 6,623 36.090 6,021 147.586 February 4.556 66.992 26,718 6,634 32,970 4,934 142.804 March 1.998 76,675 27,261 7,075 43.881 3,207 160,097 April 3.442 75,481 27,060 6.923 39.203 3,130 155.239 May 3.892 87,092 36,974 9,495 53,764 3,171 194,388 June 4,089 87,800 36,608 9,200 57,366 4,522 199.585 Jul 3,726 98,159 34,986 10,705 65,387 3,187 216.150 August 3.719 100.650 51.134 11,537 61,129 5,647 233,815 September 3.706 85,732 32.941 10,405 49.957 4,107 186.847 October 3.417 82,456 33.993 10,849 43.741 3,420 177.877 November 1,912 67,269 34,432 13,383 45,233 3,639 165,869 December 3,987 64,337 38.738 31,316 85,956 6,129 230,464 2009 TOTAL 43,066 960,843 406,874 134,148 614,676 51,116 2,210,722 2010 (sales tax rate of 3.41% Januarv 2,887 61,993 18,517 8,360 29,928 3,562 125,248 February 4,915 63,679 26.728 7.068 31,386 2,829 136,605 March 5,283 81,945 30,545 8,491 45,318 185 171,768 April - - - - - - May June Jul - - August September - October - November - December - - - - - 2010 TOTAL 13,086 207,618 75,791 23,919 106,632 6,577 433,621 Total % Change from 2007-2008 -10.06% -4.08% 22.15% -8.58% -10.73% 171.94% -1.33% Total % Change from 2008-2009 -19.40% -6.65% -11.42% 8.07% -15.20% 0.02% -9.48% Total % Change from 2009-2010 17.08% -2.01% -5.27% 17.64% -5.59% -53.56% -3.74% % Change from previous year month 164.46% 6.87% 12.05% 20.01% 3.28% -94.23% 7.29% S:1CMOIDUHMDPSIdmc\Financial Mg1BUDGET DJIGEOBYSIC.xls Sales and Use Tax Revenues Generated in CAGID (Excluding the Mall) by SIC Code Food Apparel Home Gen. Auto. Building GRAND Stores Eating Places Stores Furnish. Merchandise Transport. Transport. Materials Construction All Others TOTAL 2008 sales tax rate of 3.41% January 198,134 32,879 14,171 108.222 1,595 129.421 35.138 519.559 February 211,874 30.859 15.284 104.381 1.762 3,537 26.290 393.986 March 269,8;7 32,883 18.371 111.942 20 1,768 966 102.683 538.450 April 232.730 43.888 18.329 111,480 2.134 4.479 34.515 447,555 May 269.792 43.082 18640 134.456 2,374 122,754 56.466 647.463 June 241 620 41,436 19,780 149 845 569 2.280 4,241 66.699 526,469 July 253.430 37,628 16.098 '37,465 - 2.572 2,991 37,700 487.885 A.uaust - 276.231 51.681 16.480 -47.565 2 580 3.946 30,605 529.090 Se 'ember 3 232.957 49,125 19 999 ,42.124 31 2.281 27467 57,588 .531, .575 October 249.214 49,037 18,4&7 126.411 2281 4,827 36.392 486.650 November 198.512 36.025 15279 1'1.392 1.840 2,180 27,361 392,5-57 December 208.407 42,374 22.951 169.853 37 1,797 71,576 93.781 610.777 2008 TOTAL 3 2.842.717 490.896 213,769 1.555.135 657 25,263 378.385 605,219 6.112.045 2009 sales tax rate of 3.41% January 195.412 26.985 12,380 86.334 1,918 6,251 29,023 358.302 February 187.371 26,631 12,105 87.359 1.854 692 24,013 340.026 March 222.082 32,036 16.033 104,764 30 2,144 19.098 46.481 442.669 April 218.654 40.618 13.262 106,054 2,083 6 608 29,124 416.402 May 244.366 44,720 11,505 128,336 2,404 2.349 28.616 462.295 June - 244,478 40.871 423.243 125.373 22 2,280 3,802 56.820 896.890 Jul 713 244.995 39.957 11,320 114,057 2,490 1,079 30.171 444.783 August 381 267,700 41,266 12.610 152.920 2.526 1.911 30,390 509 705 September 322 223.318 42.346 15,204 121,870 9 2,349 3.542 47.653 456.612 October 248.465 42,645 12.092 114.448 2,039 28.709 31,580 419.978 November 180.382 98,`240 13.297 113.390 - 1.866 354 18,112 375.643 December 15-337 220,571 42.612 24.647 82,421 53 1.812 1.789 79.284 468,525 2009 TOTAL 16,753 2.697.796 468,926 577.698 1.337.324 116 25,767 76,124 451.267 5.651,829 2010 sales tax rate of 3.41% January 1,186 196,818 28,127 10,705 181.386 - 1,993 6.754 23.101 450,070 February 1,387 193.016 25.060 11,735 95188 6.767 1.087 21,123 355.366 March 1,08' 224.699 33.253 12.459 108.658 12 2.189 1.'53 9,345 40.839 433.688 April - - - - - May Jure Jul August September October November December - - 12010 TOTAL 3.654 614.534 86,439 34,899 385.233 12 10,950 1,153 17.187 85,063 1.239,124 Change from 2007-2008 -99.99% -0.17% -8.71% -19.20% -1.41% -93.13% 33.25°/ #DIV/O! 133.37% -10.61%a -0.32% • Change from 2008-2009 531751% -5.10% -4.48% 170.24% -14.01% -82.50% 1.99% #DIV/0! -79.87% -25.44% -7.53% • Change from 2009-2010 #DIV/O! 1.60% 0.92% -13.87% 38.35% -60.46% 85.09% #DIV/0! -34.00%u -14.52% 8.60% Change from previous year month #DIVIO! 1.18% 3.80% -22.29% 3,72% -60.46% 2.11% #DIV/0! -51.07% -12.14% -2.03% S'\CMO\DUHMDPS\d-r'~Financial Mg\BUDGET DJ\GEOBYSIC.xis Sales Tax Revenues Generated in CAGlD (Excluding the Mall) by SIC Code Apparel Home Gen. Auto. GRAND Food Stores Eating Places Stores Furnish. Merchandise Transport- Construction Ail Others TOTAL 2008 (sales tax rate of 3.41%) January 195,735 32,879 14,001 107.150 10595 16 26.413 377,788 February 209.003 30,859 15271 103.655 1,762 1,138 32,374 394,061 March 245,349 32,883 17.680 ;1.200 1,773 584 43.847 453,315 At; 230,156 43,686 18,233 1111.374 2.134 - 23.579 429,364 May 267,160 43.076 17,708 134.431 2,374 28431 493.179 June 238,548 41,436 19,669 148,669 2,836 15 47,326 498,498 Jul 249,411 37,628 16,088 137,292 2.572 27.385 470,376 August 273,741 51,681 15.972 147,552 2,580 27.365 518,891 September 229,980 49.125 19,747 142,013 2,302 72 45.964 489,202 October 245.020 49.037 18,007 126,311 2,281 25,632 466,288 November 196.079 36.025 15.076 111,384 1,840 - 22,158 382,562 Oecemher 205,742 42,374 22,654 169,745 1,818 78 41,893 484,305 2008 TOTAL 2.785.923 490.890 210,105 1.550,776 25,866 1,904 392.365 5,457,828 2009 (sales tax rate of 3.41%) January 192.959 26,985 12,196 86.332 1,918 259 19.475 340,123 February 185.082 26.631 11,971 87,438 1,854 - 17646 330,622 March 219.334 32.036 15,555 104.691 2.139 13 32,825 406,592 April 215.919 40.618 13,153 106,020 2,083 19.249 397,041 May 240,431 44,720 11,492 128,326 2404 24,352 451,724 June 239,795 40:871 423,174 125.339 2,266 4 43,884 875,333 July 713 242.453 39,957 11,261 114,049 249D 27.565 438,488 August 381 263,991 41,266 12,597 152,894 2,526 24,627 498,282 September 322 221,251 41,879 15,152 121.752 2.339 28 34.843 437,565 October 243,779 42,486 12,092 114,313 2.039 24,683 439,390 November - 178,444 48,240 13,241 113.378 1.868 - 14,914 370,084 December 15,337 217,915 42,612 24,568 82.390 1799 56 42,600 427,276 2009 TOTAL 16,753 2,661,352 468.300 576,450 1,336.919 25.726 360 326.662 5.412,522 2010 (sales tax rate of 3.41%) -a-,,uary 1.186 194.670 28,127 "0.634 181,383 1,969 16,815 434,783 Febnary 1,387 190,493 25,060 11.700 95,186 6.755 - 17,632 348.215 March 1,081 222,050 33,253 12.396 108.607 2.189 1.239 30.037 410,852 April - - - - - - May June J ul August September - - - - - - - - - OrtoUer _ _ _ _ _ November December 2010 TOTAL 3.654 607,213 86.439 34,731 385.176 10,913 1,239 64,484 1,193,850 Total %Change from 2007-2008 -100.00% -0.73% -8.71% -18.51% -1.37% -5.66% -82.52% -14.11% -4.35% Total % Change from 2008-2009 #DIV/O! -4.47% -4.60% 174.36% -13.79% -0.54% -81.07% -16.75% -0.83% Total % Change from 2009-2010 #DIV/01 1.65% 0.92% -12,56% 38.32% 84.62% 354.54% -7.81% 10.81% % Change from previous year month #DIV/0! 1.24% 3.80% -20.30% 3.74% 2.32% 9144.40% -8.49% 1.05% S %CMOIDUHMDPSIdmc\Financial MOIBUDGET DJSGEOBYSIC As Downtown Sales Tax Revenue-22 Pearl Street Mail Sales Tax Revenues-26 t.-te 92a 326 320 au1 352 .t - 70x•0(2 320 226 3]1 41 341 aye 341 241 341 2000 2001 2002 2003 2004 2905 2006 2007 2000 2009 4 2010 4 2000 2001 2002 2003 2004 2005 2006 2007 Z003 2009 2010 January 257585 286,319 296.222 281.789 :103.911 303.211 350,972 346,303 377.788 340-123 434.753 January 159.102 146.772 127.470 1.7,V7 130.222 125466 149,158 136,125 t41,061 147.560 125.246 February 329,325 289,117 295,829 281,926 295,159 334,033 353.475 384,949 394.061 330.622 348,215 February 161,372 149.260 127.539 132,592 128.689 146,528 168.115 151,030 153.728 142.8C4 136.605 March 383,212 376.057 359,339 347,345 386,464 405,854 457.916 513,361 453.315 406,592 410.852 March 202,156 199.'.46 154.713 157720 173,998 181.977 166,606 190.862 '84.556 160.097 171.768 April 326,181 323,372 346,652 313.658 3222,834 381,409 407,402 429,910 429.364 397.041 April 186,745 163.001 178407 148,641 181,100 159.786 204.642 180,119 194,04 155,239 May 342,738 349,345 365,342 363,683 36S,350 391,843 444,690 490,189 493,179 451,724 May 192.336 188.446 18:.220 176.302 18E.067 190862 202.877 205,859 220.400 194.388 June 431,558 406.653 422,082 397,239 234,006 464.057 512.497 556,969 498.498 875.333 June 271.117 221.285 214,254 193.139 200.903 212.058 221,430 242,031 237,765 799.585 Jury 352.084 354.908 351,719 335.260 382.910 206.346 447,533 454.725 470.376 438.488 July 226,768 213,226 186,744 183,416 216.019 228,010 231,650 248.109 248.181 21615C August 353,261 374.173 382,971 351,333 369,941 437.412 478,646 500.591 516,891 498,282 August 226,529 211,912 206,208 193.570 206.106 215.701 227,670 239,506 246.123 233.815 September 408.E24 396.576 384,614 352.635 434,834 453.083 510.843 567.653 489.202 437,565 September 208.644 192,719 179,262 182,551 192,600 191,187 211,664 221.278 202.972 '86.847 October 357.330 350,339 332.166 356,678 369,818 46.157 459,707 478.372 466,288 439.390 October 2C3,788 165,282 150,360 162,C89 177,888 169225 176,159 210,188 200,059 177,877 November 306,144 354.787 315,649 302,598 216.751 370.726 283,133 416.857 382,562 370,064 November 166,904 158.250 160,452 151,473 178,919 173,394 186,045 185,961 169.230 65,869 December 556.669 442.443 443,505 435,738 507 725 521.253 646,636 565,618 484,305 427.276 December 316,929 263,934 240,425 254,819 262,493 252230 249,890 263,997 241.951 230 464 Totals 4,474,711 4,310,089 4,296091 4,120,082 4,535,703 4,947,383 5,353,09 5 705 896 5,457,523 5,412,522 1.193.850 Totals 2,522,590 2,2 3,2 2 2,110074 2,054,148 2,235.004 2,266.427 2.396.107 2,475.005 2,442.154 2,210,722 433.622 5change lmm-r - 164.622 13.999 • 176.009 415,621 411,660 406,056 352,457 - 246,066 - 45,305 S change from Prior Y, • 249,358 - 163,158 - 55,926 180.856 31,423 129,680 78,978 32,932 231431 % charge 6om pricy yr '37,11. -0 3% -4 1% 10 1% 9 1 % 8.2% 66% -4.3% -0-8% % change from prior yr -9.9% -72% -2 7% 8 8% 1 4! 5 7% 33% -1,3% -95% 3 year avg change -27% 1 9% L C,,;, 91% 8A% 35% 0 5% 3 year avg change -6 6% -0 3'6 2 59:, 53-11. 3.5% 2.6% -25% CAGID Pearl Street Mall Sales Tax Revenue 2000 Sales Tax Revenue 2000'. 2001 2001 1,000,000 - -2002 350,000 - - +2002 900.000 -2003 ->'r- 2003 1 2004 300.000 - 20691 800,000 , 2005 700.000 2005 250.000 -2006 600,000 i 2006 200.000 -sw] 504000 y f~t• --tea --2007 - 2008 400,000 2008 15C,000~ 20091 300,000 20091 100000 2010 200.000 2010. 100,000 50 000 c x ~ac1 `oov~sc~ ~0c~ ~4r" ~m~ ~~ce 53~ ~o~ ~ne~ ~d ~om• ~oc> ~3 der ~ P eQ~O OS. o+° yo 5~ fed ~ P eQ~e o~ .P ~ 5 s' O 5 oe' Total Downtown Sales Tax Revenue (CAGID and Pearl St) 3 26 3.26 3.26 3.41 3.41 3 41 3.56 3.41 3.41 3.41 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 January 456,687 433,091 423,692 399,626 434,133 428,679 500,130 482,428 518,849 487,710 560,031 February 490,697 438,377 423,367 414,518 423,848 480,561 521,590 535,979 547,789 473,426 484,820 March 585,368 577,203 514,052 505,065 560,462 587,831 624,521 704,243 637,871 566,690 582,620 April 512,926 486,373 525.059 462,299 503,934 541,195 612,044 610,029 623,468 552,281 May 535,074 537,790 549,562 539,985 555,417 582,705 647,568 696,047 713,579 646,112 June 702,675 629,938 636,336 590,377 634,909 676,115 733,917 799,000 736,287 1,074,918 July 578,852 568;134 538,483 518,676 598,929 634,356 679.183 702,834 718,557 654,639 August 579,790 586,085 589,179 544,903 596,047 653,113 706,316 740,097 767,013 732,097 September 617,468 591,295 563,876 535,186 627,434 684,271 722,706 789,130 692,174 624,411 October 591,118 515,621 482,548 518,967 567,706 607,382 635,866 688,559 666,347 617,267 November 473,048 513,037 476,101 454,071 497,670 544,120 469,178 602,818 551,792 535,953 December 873,598 706,377 683,930 690,557 770,218 793,483 896,526 829,816 726,256 657,741 Totals 6,997,301 6,583,321 6,406,165 6,174,230 6,770,707 7.213.810 7,749,546 8,180,981 7,899,981 7,623,245 1,627,471 $ change from prior yr -413,980 - 177,156 - 231,935 596,477 443,103 535,736 431,435 - 281,000 - 276,736 % change from prior yr -5.9% -2-7% -3.6% 9.7% 6.5% 7.4% 56% -3.40/. -3.5% 3 year avg change -4.1% 1.1% 4.2% 7.9% 65% 3.2% -0.5% Total CAGID/Pearl Street Sales Tax Revenues 1,200,000 - - t 2000 1,000,000 2001 --*--2002 800,000 X2003 t 2004 600,000 /y'~ - 12005 +2006 400,000 -2007 - 2008 200,000 2009 2010 ,acJ,1 eo`Ja,1 O``o~~~ ae~~t F P 5e~`e~ ~o d" CAGID and Mall Yearly Summary Thts chart does not factor c^.ange !n sales tae rate CAGID and Mall Yearly Summary trn; chart dog not Factor charge m sales to rate SALES and USE Tax Breakdown by Industry Category SALES Tax Breakdown by Industry Category Eating Apparel Home General Fooa Eating Apparel Home General Food Stores Places Stores Furnishings March Al; Other Total rragce Stores Places Stores Furnishings Merch All Other Total 6cFa -.~c filar-t0 516,908 5822,443 $162.372 558.818 $492126 S142,460 $'..695.'28 Mar-10 316,740 $814,831 $162.230 $58,650 $491,608 363,213 S1.627 471 1% 49% 10% 3% 29% 8% 1 D0 % 1% 50% 10% 4% 30% 5% 100% 20,19 $60,702 $3,662,530 5877,050 $711,868 51,953,052 5628,296 $7,893.497 -7.96% 2009 $59,819 $3.622.195 5875,174 $710,598 $1.95',595 5403.863 $7,623,245 -3501/. 1°% 46% 11% 9% 25% 8% 111 1% 48% 11% 5A 26% 5% 100% 2008 $53,956 $3,876,669 $952.169 $337,898 52,282,469 $1.073,446 $8.576,608 -0.79% 2008 553,433 $3,815239 5950.225 $334,234 $2.275,609 $471,240 $7,899,981 -343% 1% 45% 11% 4% 27% 13% 100% 1% 48% 12% 4% 29% 6% 100% 2007 $95,998 $3,930,574 5915.216 $400,345 $2,392,682 5910,116 $8.644,930 -1.59% 2007 $95,798 $3,879,561 5913,775 $393,603 $2,384,296 $513.949 $8,180,981 5.57% 1% 45% 11% 5% 28% 11% 100% 1% 47% 11% 5% 29% 6% 100% 2006 $89,498 $3,649,151 $898,310 $411,471 $2,313,444 51,422.740 $8.784,613 14.67% 2006 $89,106 $3,607.336 $897,115 $386,962 52,295,259 $473,767 $7,749,546 7.41% 1% 42% 10% 5% 26% 16% 100% 1% 47% 12% 5% 30% 6% 100% 2005 $86,454 $3,421,618 $881,002 $389.093 $2,167,694 $715,009 57.660,669 7.31% 2005 $867019 $3,373,571 $880,079 $381,806 $2,155,216 $338,119 $7,214,809 6.61 1% 45% 12% 5% 28% 9% 100% 1% 47% 12% 5% 30% 5% 111 2004 $83,887 $3,141,620 $904,648 5393,012 $2,089,921 $493,110 57,106,198 1_35% 2004 $83,374 53,084,715 $903.711 $390,387 52,086,655 $216,867 56,767,708 9.61% 1% 44% 13% 6% 29% 7% 100% 1% 46% 13% 6% 31% 3% 100% 2003 $74,145 52,742,867 5845,180 5389.354 $1,973,549 $986,479 $7,011.574 -278% 2003 572,545 52,702,412 5840,575 $354,141 51,964,846 $239,710 $6.174,230 -3.57% 1% 39% 12% 6% 28% 14% 100% 1% 44% 14% 6% 32% 4% 100% 2002 $72,607 $2,854,183 S675,150 S464,839 52,008,573 $936,382 57,211,734 0.42% 2002 572,115 52,796,110 $872.641 5436.777 $1,997,807 5227.529 $6.402,960 .274% 1% 40% 12% 6% 28% 13% 100% 1% 44% 14% 7% 31% 4% 100% 2001 $76,359 $2,853.'26 5972,296 5488,348 52.064,518 5727,228 57.181,876 -611% 2001 573,248 52,756,121 5970,925 5486,186 $2,043,123 5253,717 $6.583,320 -5.92% 1% 40% 14% 7% 29% 1C% 100% 1% 42% 15% 7% 31% 4% 100% 2000 $72,675 $2,740,325 51,157,122 5539,287 $2,156,961 5982,496 57.648.866 7.745. 2000 $72,499 52,706,001 51,154,714 $538,703 $2,141,271 $384,115 $6,997.303 8.35% 1 % 36% 15% 7% 26% 13% 100% 1 % 39% 17% 8% 31% 5% 100% 1999 $91,976 $2.333,744 51,179,32C $493,423 $2,066,272 $934,543 57,099.279 11.62% 1999 590,777 $2,287,115 $1.177,775 $493.467 $2,052,375 5356,398 $6.457,908 911% 1% 33% 17% 7% 29% 13% 100% 1% 35% 18% 8% 32% 6% 100% 1998 $90,134 $2,150,351 51,090,860 5438,127 $1,756,311 5834,265 $6,360.047 6.35% 1998 $88,255 $2,128,285 $1,086,634 $438,230 $1,743.427 $391,001 $5.875.832 372% 1% 34% 17% 7% 28% 13% 100% 2% 36% le% 7% 30% 7% 100% 1997 599,373 $2.027,812 5788,OD6 5423,585 S1,944,035 $697,436 55,980.247 554% 1997 596.013 51,988,439 5777,595 5422,810 $1,917,831 $462,187 $5,664,875 4.21% 2% 34% 13% 7% 33% 12% 100% 2% 35% 14% 7% 34% 8% 100% 1996 598,564 $1,895.926 $738435 $436.004 $2,017,401 $479,907 $5,666.237 9.99% 1996 598,211 51,861.887 $736,297 5433.917 $1,974,989 5330,772 $5,436,073 12.47% 2% 33% 13% 8% 36% 8% 100% 2% 34% 14% 8% 36% 6% 100% 1995 $92,497 $1.724,770 5588,726 5392,985 $1,731,611 $620,919 55,151.508 6.89% 1995 $90,727 51,693,218 $588,494 5389,699 $1,699,384 53714640 $4,833,162 4-19% 2% 33% 11% 8% 34% 12% 100% 2% 35% 12% 8% 35% 8% 100% 1994 $93,338 $1,518413 5587.830 $444,251 $1,700,769 $474,921 $4,819.522 1994 $92.912 $1,503,606 5587.463 5442,029 $1,694,284 5318,724 54,639,018 2% 321 12°7, 9% 35% 10% 100% 2% 32% 13% 10,.4, 37% 7% 11.:;;°•% City Wide Yearly Summary CAGID and Mall Sales and Use Tax as a Percent of Total City Wide Sales and Use Tax Eating Apparel Horne General Food Stores Places Stores Furnishings Merch All Other Total Pda--'0 52.756,362 $2440,311 $523567 5896,080 54,251,396 58,643.221 i% 34% 31% 7% 12% 2% 87% 2C09 $11.160.109 $10.572.840 $2.626.020 $4.304,383 $17,515.062 $39.002.103 $85.180.517 1% 35% 33% 17% 11% 2% 93% 2008 $11204,475 $10,910,035 52.819.26C $4,827,635 516,101.297 $36.708.245 584.57C.947 0% 36% 34% 7% 13% 3% 101% 2007 $11,205,584 $10,888.135 $2.804.311 $5,522,090 516,04 ,152 $39.631.459 586.091 731 1% 36% 33% 7% 2% 98% 2006 $10,392,069 59.582.212 $2,424,694 $4,611,056 515,402,540 $37,37'.060 S79 783,031 1% 38% 37% 9% 15% 4% 1, 0% 2005 $10,046,723 58.995.846 S2362,366 $4,465,786 $14.587,419 535.882350 576.340 492 1% 38% 37% 9% 15% 2% 10 0% 2004 510,148,861 $8.637.716 $2,232.147 $4,118,312 $14,123,007 $32,171,342 $71.43.,387 1 % 3e% 41% 10% 15% 2% 9.94; 2003 59,052,658 57,847,285 52,046951 $3,922,549 $13,165.423 $31,552.637 $67.607503 1% 35% 41% 10% 15% 3% Ice% 2002 S9,294,397 S8,133,237 52,346,305 $4,164,992 $13,572,651 $33,815,600 $7',.327,182 1% 35% 37% 11% 15% 3% 101% 2001 $9,312.676 $8,384.19C 52.646.021 $4,537,112 515,553,807 $38.279.526 S78 713,332 1% 34% 37% 11% 13% 2% 51% 2000 $9,080,910 58,484.60' 53,159,262 55,915,794 $17.887,211 536.269737 580.797.515 1 % 32% 37% 9% 12% 3% 95% '599 $9207.721 57,790.648 53.359.914 $5.553.219 517,008,684 $33,893.706 576.5'-,092 1% 30% 35% 9% 12% 3% 92% 1598 58.932.097 $7469.094 $3.252,729 $3.570,448 515,736,140 $30,637.104 569.597.612 1% 29% 34% 12% 11% 3% 91% 1997 57,739.779 56.797,237 S2 781,018 53,129,089 $15,439,169 $28.494047 564,380.339 1% 30% 28% 14% 13% 2°4 93% 1996 57.611,055 56.614.561 $2.782.149 $2,862,572 515.111,950 f2rr _ .?864 1% 25% 27% 151/. 13% 5 KM0IDUHMOPStdrno'Fnanoaat Mg16UDGET DJIGEOBYS10 xis MEMORANDUM TO: Downtown Management Commission Molly Winter, Executive Director FROM: Donna Jobert, Financial Manager SUBJECT;January - March 2010 Revenue and Expenditures DATE: 612/2010 Shown below is a summary January-March 2010 revenue and expenditures. The 2010 budget and 2009 actuals are shown for comparative purposes. Revenue received is 24.5% of budget YTD for 2010. Short term garage revenue is below budget year to date and down compared to the same time last year Long term permit revenue is near budget to date, and slightly ahead of 2009. There are still many unsold permits at 15th/Pearl, 14th/Walnut and 1000 Walnut. There was a 5% rate increase in 2010, so the amount above 2009 should be greater. We are agressively overselling the other garages to try to make up some of the difference with unsold permits, In 2010 there is a difference between the amount of street meters budgeted in CAGID and the total amount budgeted.. This is due to "bifurcation". The total revenue for 2010 meters is $2,150,000 but the GF transfer to CAGID will be $1,725,000. Through March, 100% of the meter revenue has been transferred to CAGID. Meters overall are on budget. Rental income is below last year. There are vacancies and many of the leases have been reworked to help tenants. Property tax is above last year. May be a result of timing of payments. 1000 Walnut tax revenue is also above 2009 due to timing of payments. Expenditures for 2010 equal 26% of budgeted expenes and are $73,759 above last years expenditures at the same point. Operating expenses are 20% of budget to date. Most of the variance is due to parking personnel as we are fully staffed The salaries/benefits for maintenance, meter techs and lots attendants are included in this line item. Non operating variances are primarily due to timing of payments. We are watching expenses closely to match reductions in revenue with decreased spending. CAGID Jan-Mar 2010 REVENUES Jan-Mar 2010 2010 Jan-Mar 2009 Revenue Approved % of 2010 Revenue 2009-2010 2009-2010 ACCOUNT Collected Budget Budget Collected Collected $ Difference % Difference Property Tax 247,706 990,077 25.0% 228,711 18,995 8.3% Specific Ownership 8,385 65,000 12.9% 9,561 (1,176) -12.3% Subtotal TAXES $256,091 $1,055,077 24.3% $238,272 $17,819 7.5% Broadway/ Spruce 35,088 160,000 21.9% 34,635 453 1 3% 15th & Pearl/ S.T. 35,107 195,000 18.0% 39,394 (4,287) -10.9% 11th & Spruce/ S.T. 70,122 355,000 19.8% 68,526 1,596 2.3% 11th & Walnut/ S.T. 45,183 245,000 18.4% 51,690 (6,507) -12.6% 14th & Walnut/ S.T. 17,616 70,000 25.2% 17,544 72 0.4% 10th & Walnut/ S.T. 61,441 280,000 21.9% 58,997 2,444 4.1% Validation Stamps 16,700 54,500 30.6% 16,524 176 1.1% Garage 20 day Pass 8,400 55,000 15.3% 10,200 (1,800) -17.6% Cash Pass/Value Card 1,799 16,500 10.9% 3,208 (1,409) -43.9% Subtotal SNORT TERM PARKING $291,457 $1,431,000 20.4% $300,718 ($9,261) -3.1% 11th & Spruce/ Permits 93,618 355,100 26.4% 85,122 8,496 10.0% 14th & Walnut/ Permits 54,008 321,180 16.8% 66,966 (12,958) -194% 14th & Canyon 14,354 55,420 25.9% 12,068 2,286 189% 10th & Walnut 133,875 515,160 26.0% 130,489 3,386 2.6% 11th & Walnut/ Permits 70,815 259,700 27.3% 61,779 9,036 14,6% 15th & Pearl/ Permits 177,750 731,400 24.3% 177,365 385 0.2% 177514th 11,231 43,684 25.7% 10,385 846 81% 174514th 17,737 71,720 24.7% 15,510 2,227 14-4% Wait List/Over-Under/CC fees 221 0 -100 321 -321.0% Subtotal LONG TERM PARKING $573,609 $2,353,364 24.4% $559,584 $14,025 2.5% CAGID Jan-Mar 2010 REVENUES Jan-Mar 2010 2010 Jan-Mar 2009 Revenue Approved % of 2010 Revenue 2009-2010 2009-2010 ACCOUNT Collected Budget Budget Collected Collected $ Difference % Difference Tokens 1,759 13,214 13.3% 1,960 (201) -10.3% Meterhoods 2,855 56,500 5.1% 18,967 (16,112) -84.9% Cash Key 44 0 -1,838 1,882 -102.4% Meters (Transfer from G.F.) 502,103 1,725,000 291% 516,037 (13,934) -2.7% One Boulder Plaza 7,813 15,625 50.0% 0 7,813 #DIV/0! Subtotal METERS $514,574 $1,810,339 28.4% $535,126 ($20,552) -3.8% Interest 6,871 32,303 21.3% 11,332 (4,461) -39.4% 10th and WalnutTIF/interest/Misc 372,344 1,403,122 26.5% 71,786 300,558 418.7% Rental Income-11th & Spruce 2,555 48,000 5.3% 15,779 (13,224) -83.8% Rental Income-15th & Pearl 22,311 174,000 12.8% 30,344 (8,033) -26.5% Rental Income-Kiosks 3,648 48,000 7.6% 5,230 (1,582) -30.2% Rental Income - ATM Randolph 151 2,000 7.6% 349 (198) -56.7% Miscellaneous 5.154 19,013 27.1% 4,174 980 23.5% TOTAL $2,048,764 $8,376,218 24.5% $1,772,694 $276,070 15.6% CAGID Jan-Mar 2010 EXPENSES Jan-Mar 2010 2010 % of 2010 Jan-Mar 2009 2009-2010 2009-2010 ACCOUNT Expense Budget Budget Expended Expense $ Difference % Difference Parking Svcs Personnel 222,805 856,730 26.0% 174,467 48,338 27.7% Parking Svcs Non-personnel 164,699 989,215 16.6% 176,255 (11,556) -6.6% DUHMD Personnel 142,912 568,440 25.1% 117,349 25,563 21.8% DUHMD Non-personnel 37,923 301,824 12.6% 34,470 3,454 10.0% BID/DBI contractual Services 0 90,725 0.0% 0 0 #DIV/0! Subtotal OPERATIONS $568,340 $2,806,935 20.2% $502,541 $65,799 13.1% Cost Allocation/Benefit fund/transfers 53,065 212,261 25.0% 42,605 10,461 24.6% Debt Service 196,287 957,760 20.5% 0 196,287 #DIV/0? 10th & Walnut construct/Debt Service 186,539 916,844 20.3% 199,914 (13,375) -6.7% 10th & Walnut excess Tax Increment 0 676,713 0.0% 0 0 #DIV/01 Mall Improvements 502,337 600,000 83.7% 507,228 (4,891) -1.0% Capital Maintenance/Improvement 129,963 1,755,869 7.4% 304,139 (174,176) -57.3% Eco-Pass Prog. 678,543 792,173 85.7% 684,888 (6,345) -0.9% Capital Replacement Reserve 0 177.775 0.0% 0 0 #DIV10! TOTAL $2,315,074 $8,896,330 26.0% $2,241,315 $73,759 13%