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Oswego finance director reports first-quarter surplus, sales-tax growth and delayed $20 million bond sale for Lake Michigan connection

3755468 · June 10, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

Finance Director Andrea Lambert reported a stronger-than-budgeted first quarter for Oswego’s general and water funds, with a general-fund surplus driven by sales tax and a $20 million bond sale delayed to July to fund Lake Michigan connection work.

The Village of Oswego received a positive first-quarter financial report on June 10, with the general fund showing a surplus and sales tax continuing year-over-year growth, Finance Director Andrea Lambert told the board.

Lambert reported general-fund revenues of approximately $7.5 million and expenditures near $5.4 million for the three-month period, producing an ending surplus of about $2.0 million. She said the village’s annual budget shows a planned, one-time deficit of $575,000 because of a transfer from the general fund to the capital fund for the public works facility; excluding that transfer the operating budget is balanced for the year-to-date period.

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