A-1

BOROUGH OF SOMERVILLE

CURRENT FUND

STATEMENTS OF OPERATIONS AND CHANGES IN FUND BALANCE

REGULATORY BASIS

YEARS ENDED DECEMBER 31, 2022 AND 2021

On narrow screens, the table uses compact columns to keep both year values visible.

REF. YEAR 2022 YEAR 2021
REVENUE AND OTHER INCOME REALIZED
Fund Balance Utilized A-2
$3,950,000.00
$2,700,000.00
Miscellaneous Revenue Anticipated A-2 18,132,310.54 6,090,630.29
Receipts From Delinquent Taxes A-2 541,820.28 653,391.65
Receipts From Current Taxes A-2 43,962,506.62 43,688,613.80
Non-Budget Revenue A-2 1,259,448.44 441,522.72
Other Credits to Income:
Due from Animal Control - Statutory Excess 144.80
Unexpended Balance of Appropriation Reserves A-14 1,993,113.89 2,022,774.06
Total Revenues 69,839,199.77 55,597,077.32
EXPENDITURES AND OTHER CHARGES
Budget Appropriations:
Operations Within CAPS:
Operating A-3 14,255,400.00 15,025,950.00
Def. Charges and Statutory Expend. A-3 1,838,039.00 1,735,964.00
Operations Excluded from CAPS:
Operating A-3 11,857,720.76 932,810.83
Capital Improvement Fund A-3 500,000.00 425,000.00
Municipal Debt Service A-3 2,400,549.86 2,546,435.72
Deferred Charges and Statutory Expenditures A-3 1,494,922.28 280,000.00
Local District School Tax A-12 25,329,760.00 25,134,682.00
County Taxes A-12 5,381,850.80 5,523,410.23
County Added Tax A-12 7,997.95 4,495.13
Downtown Somerville Alliance Tax A-12 771,309.36 619,780.24
Refund of Sewer Revenue A-4 14,150.56
Tax Overpayment Refunds A-15 37,752.05
Total Expenditures 63,889,452.62 52,228,528.15
Excess in Revenue 5,949,747.15 3,368,549.17
Adjustments to Income Before Fund Balance:
Expenditures Included Above Which are by Statute
Deferred Charges to Budget of Succeeding Year 1,350,000.00
Statutory Excess to Fund Balance 5,949,747.15 4,718,549.17
Fund Balance, January 1 A 11,445,711.14 9,427,161.97
17,395,458.29 14,145,711.14
Decreased by:
Utilized as Anticipated Revenue A-2 3,950,000.00 2,700,000.00
Fund Balance, December 31 A
$13,445,458.29
$11,445,711.14
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