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File #: 26-0385    Name: Sept 2025 MFR
Type: Written Report Status: Agenda Ready
File created: 10/29/2025 In control: City Council Legislative Meeting
On agenda: 11/25/2025 Final action:
Title: Consideration of the Monthly Financial Report for the Period Ending September 30, 2025
Attachments: 1. Attachment 1 - Revenues, 2. Attachment 2 - Expenditures

City of Alexandria, Virginia

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MEMORANDUM

 

 

 

DATE:                     NOVEMBER 20, 2025

 

TO:                                          THE HONORABLE MAYOR AND MEMBERS OF CITY COUNCIL

 

THROUGH:                      JAMES F. PARAJON, CITY MANAGER

 

FROM:                     KEVIN C. GREENLIEF, DIRECTOR OF FINANCE

 

DOCKET TITLE:                     

TITLE

Consideration of the Monthly Financial Report for the Period Ending September 30, 2025

BODY

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ISSUE:  Receipt of the Monthly Financial Report for the Period Ending September 30, 2025.

 

RECOMMENDATION:  That City Council receives the Monthly Financial Report.

 

BACKGROUND:  The following discussion is a summary of the Monthly Financial Report for this period. Detailed comparative schedules are attached.

 

As of September 30, 2025, General Fund revenues totaled $90.1 million, an increase of $6.4 million, or 7.6 percent, compared to the same period in FY 2025. It is important to note that revenues collected in July and some of the revenue collected in August are for taxes owed in June and are therefore accrued to the prior fiscal year. Timing issues are also much more pronounced in the early months of the fiscal year. The first significant tax revenue for FY 2026 is due in early October when personal property taxes for vehicle and business personal property are due. The bills are mailed in mid to late August and payments processed in August can vary significantly. There are no significant variances in FY 2026 compared to FY 2025 for the same period.

 

Revenue may not track consistently with a monthly calendar since many revenue sources have due dates that do not occur evenly throughout the year. The largest revenue source, real estate tax, is remitted twice per year. Personal Property tax revenue is due on October 5 each year.  Through the early months of the fiscal year, no category has sufficient receipts to establish a clear pattern.

 

As of September 30, 2025, General Fund expenditures totaled $137.7 million, a decrease of $35.3 million, or 20.4 percent, compared to the same time period for FY 2025. The principal reason for that variance is the difference in timing of the transfer to Alexandria City Public Schools (ACPS) which occurred slightly earlier in FY 2025. Similar to the situation with revenues, it is too soon to make any definitive economic interpretation from the activity that has occurred in the first three months of the fiscal year. No significant expenditure has occurred in the first three months of Fiscal Year 2026 that is unbudgeted or unexpected. The most significant difference is the timing of payments or planned transfers.

 

ATTACHMENTS:

Attachment 1:  Comparative Statement of General Fund Revenues

Attachment 2:  Comparative Statement of General Fund Expenditures

 

STAFF:

Morgan Routt, Director, Office and Management and Budget

Laura Gates, Deputy Director, Finance Department