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2020 User Friendly Budget

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VALUE: $3,154,430.94

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Executive Summary

This document is the User Friendly Budget for Port Republic City, New Jersey, for the year 2020. It details the municipality's financial information, including property tax levies, anticipated revenues, appropriations, personnel costs, health benefits, outstanding debt, and property valuations. The document also presents a breakdown of the budget, covering various aspects such as municipal purpose tax, local school district, county purposes, and other levies. It provides insights into the city's financial planning and resource allocation for the specified year. The user-friendly budget document includes data on property tax assessments, exemptions, long-term tax exemptions, budgeted personnel costs, health benefits, accumulated absence liability, and outstanding debt.

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--- Document: 2020 User Friendly Budget Document ---
G
SEAL OF THE STATE OF NEW
THE
JERSEY
Year:
State of New Jersey
Local Government Services
2020 Municipal User Friendly Budget
MUNICIPALITY: 0120 Port Republic City - County of Atlantic
Adopted
Municode: 0120
Filename: 0120 fba 2020.xlsm
Website: www.portrepublicnj.org
Phone Number:
609-652-1501
Mailing Address:
143 Main Street
Email the UFB if not using Outlook
Mayor
First Name
Middle Name
Last Name
Gary
B
Giberson
n/a
Chief Administrative Officer
Municipality: Port Republic
State: NJ Zip: 08241
Term Expires
12/31/2021
Business Email
Chief Financial Officer
Jenna
M
Kelly
Municipal Clerk
Kimberly
A
Campellone
Nancy
Registered Municipal Accountant
Governing Body Members
jenna@portrepublicnj.org
kim@portrepublicnj.org
Sbrolla
nsbrolla@ford-scott.com
First Name
Middle Name
Last Name
Term Expires
Business Email
Doris
Bugdon
12/31/2021
doris@portrepublicnj.org
Steve
Allgeyer
12/31/2021
steve@portrepublicnj.org
Roger
Giberson
12/31/2020
gary@portrepublicnj.org
Kevin
Wessler
12/31/2020
kevinw@portrepublicnj.org
Thomas
Kurtz
12/31/2020
tom@portrepublicnj.org
Donna
Riegel
12/31/2022
donna@portrepublicnj.org
Stanley
Kozlowski
12/31/2022
stan@portrepublicnj.org
USER FRIENDLY BUDGET SECTION - PROPERTY TAX BREAKDOWN
2019 Calendar Year Property Tax Levies - ALL entities levying property taxes
Current Year 2020 Budget
Calendar Year
Calendar Year
% of
Avg Residential
Taxes
Actual/Estimated
Tax Levy
Tax Rate
Tax Levy
Total Levy
Taxpayer Impact
Municipal Purpose Tax
0.509
$588,242.00
19.00%
$1,176.36 Municipal Purpose Tax
ACTUAL
$587,242.58
Municipal Library
0.000
$0.00
0.00%
$0.00 Municipal Library
Municipal Open Space
0.020
$23,100.00
0.75%
Fire Districts (avg. rate/total levies)
0.00%
$0.00 Municipal Open Space
$0.00
ACTUAL
$23,500.00
Fire Districts (total levies)
Other Special Districts (total levies)
0.00%
Other Special Districts (total levies)
Local School District
1.583
$1,828,694.00
59.06%
$3,658.50
Local School District
ESTIMATED
$1,875,000.00
Regional School District
0.00%
$0.00
Regional School District
County Purposes
0.506
$584,643.15
18.88%
$0.00
County Purposes
ESTIMATED
$595,000.00
County Library
0.037
$43,126.08
1.39%
$85.51
County Library
ESTIMATED
$50,000.00
County Board of Health
0.024
$27,231.27
0.88%
$55.47
County Board of Health
ESTIMATED
$27,500.00
County Open Space
0.001
$1,532.53
0.05%
$2.31
County Open Space
ESTIMATED
$2,000.00
Other County Levies (total)
0.00%
$0.00
Other County Levies (total)
2.680
$3,096,569.03
October 1, 2019
$115,141,900.00
$231,112.00
100.00%
Total (Calendar Year 2019 Budget)
Total Taxable Valuation as of
(To be used to calculate the current year tax rate)
Current Year Average Residential Assessment
Prior Year to Current Year Comparison
Comparison - Municipal Purposes Tax Rate
Prior Year
0.509
Current Year % Change (+/-)
0.507
-0.39%
Comparison - Municipal Purposes Tax Levy
Current Year
% Change (+/-)
-0.17%
$ Change (+/-)
Prior Year
$588,242.00
$587,242.58
($999.42)
Comparison - Impact on Avg. Residential Tax Payment (Municipal Purposes Only)
Prior Year
Current Year
$1,176.36
$1,171.74
% Change (+/-) $ Change (+/-)
-0.39%
($4.62)
Sheet UFB-1
If % used exceeds the actual collection % then
reference the statutory exception used
Tax Collections - ACTUAL as of Prior Year
Total Tax Revenue, Collections CY 2019
Total Tax Levy, CY 2019
% of Taxes Collected, CY 2019
Delinquent Taxes - December 31, 2019
3,032,214.38
3,097,728.63
97.89%
$60,728.59
$4,978.15 Total ESTIMATED amount to be raised by taxes
$3,160,242.58
Revenue Anticipated, Excluding Tax Levy
602,420.00
Budget Appropriations, before Reserve for Uncollected Taxes
1,116,977.00
Total Non-Municipal Tax Levy
$2,573,000.00
Amount to be Raised by Taxes - Before RUT
$3,087,557.00
Reserve for Uncollected Taxes (RUT)
$66,873.94
Total Amount to be Raised by Taxes
$3,154,430.94
% of Tax Collections used to Calculate RUT
97.88%
USER FRIENDLY BUDGET SECTION - ANTICIPATED REVENUE SUMMARY (ALL OPERATING FUNDS)
FCOA
% Difference
Current vs.
$ Difference
Current vs. Prior
Total Realized
Revenue (Prior
Total Anticipated
Revenue (Current
General
Budget
Open Space
Budget
Utility
Utility
Utility
Utility
Utility
Utility
Prior Year
Year
Year)
Year)
08
Surplus
925.45%
08
Local Revenue
-21.53%
$250,890.00
($21,050.00)
$27,110.00
$278,000.00
$97,750.00
$76.700.00
$278,000.00
$76,700.00
09
State Aid (without offsetting appropriation)
0.00%
$0.00
$176,307,00
$176,307.00
$176,307,00
08
Uniform Construction Code Fees
#DIV/0!
$0.00
$0.00
Special Revenue Items w/ Prior Written Consent
11
Shared Services Agreements
#DIV/0!
$0.00
$0.00
08
Additional Revenue Offset by Appropriations
-98.78%
($216,357.00)
$219,020.00
$2,663.00
$2,663.00
10
Public and Private Revenue
#DIV/0!
$8,250.00
$8,250.00
$8,250.00
08
Other Special Items
#DIV/0!
$0.00
$0.00
15
Receipts from Delinquent Taxes
-18.92%
($14,116.00)
$74,616.00
$60,500,00
$60,500.00
Amount to be raised by taxation
07
Local Tax for Municipal Purposes
-0.17%
($999.00)
$588,242.00
$587,243.00
$587,243.00
07
Minimum Library Tax
#DIV/0!
$0.00
$0.00
54
Open Space Levy Tax
#DIV/0!
$0.00
$0.00
07
Addition to Local District School Tax
#DIV/0!
$0.00
$0.00
08
Deficit General Budget
#DIV/0!
$0.00
$0.00
Total
0.56%
$6,618.00
$1,183,045.00
$1,189,663.00
$1,189,663.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Sheet UFB-2
USER FRIENDLY BUDGET SECTION - APPROPRIATIONS SUMMARY (ALL OPERATING FUNDS)
FCOA
Budgeted Positions
Full-Time Part-Time % Difference
Current v.
Total Modified
Appropriation
for Service Type
(Prior Year)
$ Difference
Current v. Prior
Prior Year
Year
Total
Appropriation for
Service Type
(Current Year)
General
Budget
Public& Private
Offsets
Open Space
Budget
Utility
Utility
Utility
Utility
Utility
Utility
20 General Government
2.00 11.00
3.06%
$8,550.00
$279,250.00
$287,800.00
$287,800.00
21
Land-Use Administration
1.00
32.01%
$970.00
$3,030.00
$4,000.00
$4,000.00
22 Uniform Construction Code
2,00
1.61%
$436.00
$27,010.00
$27,446.00
$27.446.00
23
Insurance
-3.55%
($4,529.00)
$127,444.00
$122,915.00
$122,915.00
25
Public Safety
-1.11%
($600.00)
$54,000.00
$53,400.00
$53,400.00
26
Public Works
2.00
1.00
14.10%
$22,000.00
$156,000.00
$178,000.00
$178,000.00
27
Health and Human Services
0.00%
$0.00
$4,600.00
$4,600.00
$4,600.00
28
Parks and Recreation
4.00
0.00%
$0.00
$25,500.00
$25,500.00
$25,500.00
29
Education (including Library)
#DIV/0!
$0.00
$0.00
30
Unclassified
51.47%
$3,500.00
$6,800.00
$10,300.00
$10,300.00
31
Utilities and Bulk Purchases
2.90%
$1,500.00
$51,700.00
$53,200.00
$53,200,00
32
Landfill/Solid Waste Disposal
-2.38%
($2,000.00)
$84,000.00
$82,000.00
$82,000.00
35
Contingency
75.54%
$6,950.00
$9,200.00
$16,150.00
$16,150.00
36
Statutory Expenditures
3.97%
$2,093.00
$52,660.00
$54,753.00
$54,753.00
37
Judgements
#DIV/0!
$0.00
$0.00
42
Shared Services
#DIV/0!
$0.00
$0.00
43
Court and Public Defender
4.00
2.03%
$550.00
$27,050.00
$27,600.00
$27,600.00
44
Capital
-40.00%
($35,000.00)
$87,500.00
$52,500.00
$52,500.00
45
Debt
-3.05%
($3,210.00) $105,360.00
$102,150.00
$102,150.00
46
Deferred Charges
-30.52%
($5,272.00)
$17,272.00
$12,000.00
$12,000.00
48
Debt-Type 1 School District
#DIV/0!
$0.00
$0.00
50
Reserve for Uncollected Taxes
-12.95%
($10,811.00)
$83,497.00
$72,686.00
$72,686.00
55
Surplus General Budget
#DIV/0!
$0.00
$0.00
Total
4.00
23.00
-1.24%
($14,873.00)
$1,201,873.00
$1,187,000.00
Sheet UFB-3
$1,187,000.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Revenues at Risk
Non-recurring appropriation
reductions
Future Year Appropriation Increases
Structural Imbalance Offsets
none
Line Item.
Put "X" in cell to the left that
corresponds to the type of imbalance.
USER FRIENDLY BUDGET SECTION
STRUCTURAL BUDGET IMBALANCES
Sheet UFB-4
Amount
Comment/Explanation
ASSESSED PROPERTY VALUATIONS - EXEMPT PROPERTY - PROPERTY TAX APPEAL DATA
Property Tax Assessments - Taxable Properties (October 1, 2019 Value)
Property Tax Assessments - Exempt Properties (October 1, 2019 Value)
1
Vacant Land
2
Residential
3A/3B Farm
4A Commercial
# of Parcels
100
465
Assessed Value
% of Total
# of Parcels
Assessed Value
% of Total
4
12
$3,250,500.00
$107,233,900.00
$867,600.00
$3,790,900.00
2.82%
15A Public Schools
4
$2,911,600.00
24.14%
93.13%
15B Other Schools
0
0.00%
0.75%
15C Public Property
53
$5,958,700.00
49.40%
3.29%
15D Church and Charities
3
$1,492,700.00
12.38%
4B Industrial
4C Apartments
5A/5B Railroad
6A/6B Business Personal Property
0.00%
15E Cemeteries & Graveyards
9
$228,400.00
1.89%
0.00%
15F Other Exempt
7
$1,470,800.00
12.19%
0.00%
0.00%
Total
581
$115,142,900.00
100.00%
Total
76
$12,062,200.00
100.00%
Average Ratio (%), Assessed to True Value
88.18%
Equalized Valuation, Taxable Properties
$130,577,114.99
Percentage of Exempt vs.
Non-Exempt Properties
10.48%
Total # of property tax appeals filed in 2019
County Tax Board
10.00
State Tax Court
0.00
Number of 2019 County Tax Board decisions appealed to Tax Court
Number of pending property tax appeals in State Tax Court
Amount paid out by municipality for tax appeals in 2019
Prior Budget Year's Payments in Lieu of Tax (PILOT) - 5 Year Exemptions/Abatements
G
Commercial/Industrial Exemption
I
Dwelling Exemption
J
Dwelling Abatement
K
New Dwelling/Conversion Exemption
L
New Dwelling/Conversion Abatement
N Multiple Dwelling Exemption
O Multiple Dwelling Abatement
Total 5 Yr Exemptions/Abatements
# of
Parcels
PILOT
Billing/Revenue
Assessed Value
Taxes if Billed in Full
2019 Total Tax Rate
0
0.00
0.00
Sheet UFB-5
0.00
USER FRIENDLY BUDGET SECTION
Long Term Tax Exemptions
Prior Budget Year's Payments In Lieu of Tax (PILOT)-Long Term Tax Exemptions
Prior Budget Year's Payments In Lieu of Tax (PILOT)-Long Term Tax Exemptions
Prior Budget Year's Payments in Lieu of Tax (PILOT)-Long Term Tax Exemptions
Prior Budget Year's Payments in Lieu of Tax (PILOT) - Long Term Tax Exemptions
Project
Name
Type of Project
(use drop-down
Taxes if Billed
In Full
Project
for data entry) PILOT Billing Assessed Value 2019 Total Tax Rate
Name
Type of Project
(use drop-down
for data entry) PILOT Billing Assessed Value 2019 Total Tax Rate
Taxes if Billed
In Full
Project
Name
Type of Project
(use drop-down
for data entry)
Taxes if Billed
In Full
PILOT Billing Assessed Value 2019 Total Tax Rate
Project
Name
Type of Project
(use drop-down
for data entry)
PILOT Billing
Assessed Value
Taxes if Billed
In Full
2019 Total Tax Rate
Total Long Term Exemptions - Column Total
Mark "X" if Grand Total
0.00
0.00
0.00 Total Long Term Exemptions Column Total
50.00
$0.00
$0.00 Total LLong Term Exemptions Column Total
50.00
50.00
50.00 Total Long Term Exemptions Column Total
Total Long Term Exemptions - GRAND TOTAL
$0.00
$0.00
50.00
50.00
50.00
$0.00
Sheet UFB-6
Sheet UFB-6C
USER FRIENDLY BUDGET SECTION
BUDGETED PERSONNEL COSTS
Organization / Individuals Eligible for Benefit
# of
# of
Full-Time Part-Time
Employees Employees
Total
Personnel
Cost
Base
Pay
Overtime
and other
Compensation
Pension
Health Benefits
(Estimate)
Net of
Cost Share
Employment
Taxes and
Other Benefits
Governing Body
8.00
Supervisory Staff (Department Heads & Managers)
1.00
5.00
7,535.50
178,906.89
$7,000.00
$142,575.85
$9,828.57
$15,595.41
$535.50
$10,907.05
Police Officers (Including Superior Officers)
0.00
Fire Fighters (Including Superior Officers)
0.00
All Other Union Employees not listed above
0.00
All Other Non-Union Employees not listed above
Totals
3.00 10.00
268,571.49
$177,955.96
$5,000.00
$20,020.75
$51,981.15
$13,613.63
4.00
23.00
455,013.87
$327,531.81
$5,000.00
$29,849.32
$67,576.56
$25,056.18
NO
Is the Local Government required to comply with NJSA 11A (Civil Service)? - YES or NO
Note - Base Pay is the annualized rate of pay to which overtime (if eligible) and/or pension is calculated. Either calculation is fine at the discretion of the Local Unit.
Overtime and other compensation is any other item that is charged as a salary and wage expense but not included in Base Pay.
Sheet UFB-7
USER FRIENDLY BUDGET SECTION - HEALTH BENEFITS
Current Year
Current Year # of
Annual Cost
Prior Year # of
Prior Year Annual
Covered Members
(Medical & Rx)
Estimate per
Employee
Total Current
Covered Members Cost per Employee Total Prior Year
Year Cost
(Medical & Rx)
(Average)
Cost
Active Employees - Health Benefits - Annual Cost
Single Coverage
1.00
$10,537.44
$10,537.44
1.00
$11,007.36
$11,007.36
Parent & Child
1.00
$19,807.92
$19,807.92
1.00
$20,691.36
$20,691.36
Employee & Spouse (or Partner)
1.00
$21,074.88
$21,074.88
1.00
$22,014.72
$22,014.72
Family
1.00
$29,399.40
$29,399.40
1.00
$30,710.64
$30,710.64
Employee Cost Sharing Contribution (enter as negative - )
Subtotal
($13,243.08)
4.00
$67,576.56
4.00
$84,424.08
Elected Officials - Health Benefits - Annual Cost
Single Coverage
$0.00
$0.00
Parent & Child
$0.00
$0.00
Employee & Spouse (or Partner)
$0.00
$0.00
Family
$0.00
$0.00
Employee Cost Sharing Contribution (enter as negative - )
Subtotal
0.00
$0.00
0.00
$0.00
Retirees - Health Benefits - Annual Cost
Single Coverage
$0.00
$0.00
Parent & Child
$0.00
$0.00
Employee & Spouse (or Partner)
$0.00
$0.00
Family
$0.00
$0.00
Employee Cost Sharing Contribution (enter as negative - )
Subtotal
GRAND TOTAL
0.00
4.00
$0.00
0.00
$0.00
$67,576.56
4.00
$84,424.08
Note - other health insurances such as dental and vision are not included in this analysis unless included in the employees total
premium. Therefore, the total from this sheet may not agree with the budgeted appropriation.
Is medical coverage provided by the SHBP (Yes or No)?
YES
Is prescription drug coverage provided by the SHBP (Yes or No)?
YES
Sheet UFB-8
USER FRIENDLY BUDGET SECTION
ACCUMULATED ABSENCE LIABILITY
Legal basis for benefit
(check applicable items)
Organization/Individuals Eligible for Benefit
Gross Days of
Accumulated
Absence
Dollar Value of Compensated
Approved
Labor
Individual
Local
Employment
Absences
Agreement Ordinance
Agreement
$0.00
Totals
0.00
Total Funds Reserved as of end of 2019
Total Funds Appropriated in 2020
UFB-9 Accumulated Absence Liability
$0.00
USER FRIENDLY BUDGET SECTION - OUTSTANDING DEBT; PER CAPITA AND BUDGET IMPACT
Gross
Debt
Deductions
Local School Debt
Regional School Debt
Utility Fund Debt
0
0
0
Municipal Purposes
Debt Authorized
$36,249.00
Notes Outstanding
$100,000.00
Bonds Outstanding
Loans and Other Debt
Total (Current Year)
$136,249.00
$0.00
Population (2010 census)
1,037
Per Capita Gross Debt
$131.39
Per Capita Net Debt
3 Yr. Average Property Valuation
$131.39
$124,430,732.00
Net Debt as % of 3 Year Avg Property Valuation
0.11%
Net
Debt
$0.00 Utility Fund - Principal
$0.00 Utility Fund - Interest
Current Year
Budget
2021
Budget
2022
Budget
All Additional Future
Years' Budgets
Bond Anticipation Notes - Principal
Bond Anticipation Notes - Interest
$100,000.00
$2,150.00
$0.00 Bonds - Principal
$0.00 Bonds - Interest
$0.00 Loans & Other Debt - Principal
$0.00 Loans & Other Debt - Interest
$0.00
$0.00 Total
$102,150.00
$0.00
$0.00
$0.00
$36,249.00 Total Principal
$100,000.00
$0.00
$0.00
$0.00
$100,000.00 Total Interest
$2,150.00
$0.00
$0.00
$0.00
$0.00 % of Total Current Year Budget
8.61%
$0.00
Description
Debt Not Listed Above
$136,249.00 Total Guarantees - Governmental
Total Guarantees - Other
Total Capital/Equipment Leases
Total Other
Bond Rating
Moody's
Standard & Poors
Fitch
Rating
Year of Last Rating
Mark "X" if Municipality has no bond rating
Sheet UFB-10
X