WC Financial Statements Through Sept 2024

City of Chandler — Regular Meeting (2024-11-13)

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ASSETS
Cash and investments
20,214,135
$   
Accrued interest
109,535
Due from City
91,968
             
     Total assets
20,415,638
LIABILITIES
Claims payable
50,000
     Total liabilities
50,000
             
NET POSITION
Unrestricted 
20,365,638
     Total net position (1)
20,365,638
$   
(1) Net Position as compared to Reserve Goal:
Nominal 
"Central" Value
    Estimated Unpaid Losses & ALAE, as of 6/30/23
11,105,144
$          
    Weighted Projected Ultimate Losses & ALAE
2,885,000
               
        Reserve Goal Based on 6/30/23 Actuarial Report
13,990,144
$          
CITY OF CHANDLER
Chandler Worker's Compensation and Employer Liability Trust
Statement of Net Position
September 30, 2024

FY 2024-25 
Budget
FY 2024-25 
Budget 
Prorated
Actuals
Budget to 
Actual 
Difference
OPERATING REVENUES
  Contributions:
      Employer self insurance premiums
5,401,725
$     
1,350,431
$     
1,439,826
$     
89,395
$         
          Total operating revenues
5,401,725
       
1,350,431
       
1,439,826
       
89,395
           
OPERATING EXPENSES
  Personnel services
614,769
          
153,692
          
182,800
          
29,108
           
  Professional services
231,210
          
57,803
            
50,509
            
(7,294)
            
  Operating supplies and maintenance
9,200
              
2,300
              
-
                   
(2,300)
            
  Communication and transportation
2,100
              
525
                  
82
                    
(443)
                
  Excess insurance
700,000
          
700,000
          
608,931
          
(91,069)
          
  Premium insurance
70,000
            
17,500
            
12,407
            
(5,093)
            
  Other insurance
750,000
          
750,000
          
705,659
          
(44,341)
          
  Claims paid
3,000,000
       
750,000
          
544,377
          
(205,623)
        
  Other:
  Education and training
2,100
              
525
                  
-
                   
(525)
                
  Computer software
6,389
              
1,597
              
-
                   
(1,597)
            
          Total operating expenses
5,385,768
       
2,433,942
       
2,104,765
       
(329,177)
        
OPERATING INCOME (LOSS)
15,957
            
(1,083,511)
      
(664,939)
         
418,572
         
NONOPERATING REVENUES (EXPENSES):
  Interest income (loss) 
415,000
          
103,750
          
130,160
          
26,410
           
  Transfers out to technology fund
(3,845)
             
(3,845)
             
(3,845)
             
-
                  
  Transfers in from Municipal Utilities for Safety Position
72,888
            
18,222
            
18,222
             
-
                  
          Total nonoperating revenues (expenses)
484,043
          
118,127
          
144,537
          
26,410
           
         Change in net position
500,000
          
(965,384)
         
(520,402)
         
444,982
         
NET POSITION:
Total net position, as of July 1, 2024
20,886,040
     
20,886,040
     
20,886,040
     
-
                  
Total net position, as of September 30, 2024
21,386,040
$   
19,920,656
$   
20,365,638
$   
444,982
$       
CITY OF CHANDLER
Chandler Worker's Compensation and Employer Liability Trust
Statement of Revenues, Expenses and Changes in Net Position
For the Three Months Ended September 30, 2024

CASH FLOWS FROM OPERATING ACTIVITIES:
  Cash received for premiums
2,110,135
$     
  Cash payments for claims
(494,377)
  Cash payments to suppliers for other services
(1,447,334)
  Cash payments to employees for services
(182,800)
        Net cash provided (used) by operating activities
(14,376)
CASH FLOWS FROM CAPITAL FINANCING ACTIVITIES:
  Cash paid to City for technology replacement
(3,845)
        Net cash provided (used) by capital financing activities
(3,845)
CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES:
  Cash received from the City
18,222
        Net cash provided (used) by noncapital financing activities
18,222
CASH FLOWS FROM INVESTING ACTIVITIES:
   Investment Income
164,328
       Net cash used from investing activites
164,328
        Net increase (decrease) in cash and cash equivalents
164,330
CASH AND CASH EQUIVALENTS:
  Beginning of year
20,049,805
As of September 30, 2024
20,214,135
$   
RECONCILIATION OF OPERATING INCOME (LOSS) TO NET CASH 
PROVIDED (USED) BY OPERATING ACTIVITIES:
      Operating income (loss)
(664,939)
$       
            (Increase) decrease in due from City
670,309
            Increase (decrease) in claims payable
50,000
            Increase (decrease) in accounts payable
(19,746)
            Increase (decrease) in miscellaneous payables
(50,000)
                     Total adjustments
650,563
                     Net cash provided (used) by operating activities
(14,376)
$         
CITY OF CHANDLER
Chandler Worker's Compensation and Employer Liability Trust
Statement of Cash Flows
For the Three Months Ended September 30, 2024