City of Oakwood, Ohio

Management’s Discussion and Analysis

For The Year Ended December 31, 2024

(Unaudited)

General Fund Budgeting Highlights

The City’s budget is adopted on a fund basis. Before the budget is adopted, council reviews the detailed budgets of each department within the General Fund and other funds, and then adopts the budget on a fund basis. Within each departmental budget, a department head, with the City Manager’s approval, may make small line adjustments within their budget, as long as the total operational and maintenance amount does not exceed their budgetary allotment.

For the General Fund, budget basis revenue was $13.32 million as compared to the actual revenues received of $14.46 million. The City’s variances in revenues received were from the following:

  • Investment earnings were $33,428 more than budget because of the continued increase in U.S. Government investments and negotiable certificates of deposit yields.
  • Property tax revenue was $152,789 more than budget as a result of City property tax collections were better than the county anticipated rate of 95% which was used for budgeting purposes.

The budgeted expenditures of the City increased $329,783 from the original budget to the final budget. Actual expenditures were $1,089,401 less than budgeted. For the year ended December 31, 2024 the total actual budgetary change in fund balance for the General Fund was an increase of $2,633,753 resulting in a reported $9,744,830 ending budgetary fund balance. The ending budgetary fund balance or unencumbered fund balance reported at the end of the year was 64.34% of the total budgetary expenditures of the General Fund for 2024.

Capital Assets

At the end of 2024, the City had a total of $89.49 million invested in capital assets less accumulated depreciation of $47.33 million resulting in total capital assets, net of accumulated depreciation of $42.16 million.

The following table shows 2024 capital asset balances compared to those of 2023:

CAPITAL ASSETS, NET OF ACCUMULATED DEPRECIATION
Scroll horizontally to view all table columns.
Table 3 Governmental Activities Business‐Type Activities Total
Capital Assets 2024 2023 2024 2023 2024 2023
Land $5,205,477 $5,205,477 $330,320 $330,320 $5,535,797 $5,535,797
Construction in Progress 0 968,973 0 460,879 0 1,429,852
Buildings and Improvements 19,322,496 19,029,513 1,144,586 1,144,586 20,467,082 20,174,099
Equipment 7,409,551 6,820,816 4,667,483 4,354,699 12,077,034 11,175,515
Infrastructure 45,224,365 41,516,443 6,189,185 4,818,811 51,413,550 46,335,254
Accumulated Depreciation (39,514,060) (37,417,751) (7,817,984) (7,617,877) (47,332,044) (45,035,628)
Total Net Capital Assets $37,647,829 $36,123,471 $4,513,590 $3,491,418 $42,161,419 $39,614,889

Additional information on the City’s capital assets can be found in Note 4 to the basic financial statements.

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