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Finance Board flags November shortfall, asks staff for clearer fund-balance visuals ahead of FY27 budget

Heath Finance Board · January 15, 2026
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

The Finance Board reviewed October–November financials showing a November year-to-date shortfall of about $569,519; staff said property-tax timing should reverse the deficit and board members requested month-by-month fund-balance graphs and red/yellow/green variance summaries before FY27 budget work begins.

City finance staff presented the October and November month-end financial reports and the board drilled into fund-balance timing and reporting clarity.

"You will see that we have a negative $569,519 delta of the total resources and total expenditures," the board chair said, highlighting the November year-to-date shortfall. Jay, the city finance presenter, told the board that early-year deficits are common because property taxes — roughly 60% of general-fund revenue — post later in the fiscal year, and he expected…

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