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Utah Transit Authority header
File #: 21-122   
Type: Report Status: Presented
In control: Board of Trustees
On agenda: 5/12/2021 Final action: 5/12/2021
Title: Financial Report - March 2021
Attachments: 1. Financial Report _March 2021_Dashboard, 2. Financial Report_March 2021_Monthly Financial Statements, 3. Presentation- Agency Report

TO:                                                                Board of Trustees

THROUGH:                                          Carolyn Gonot, Executive Director

FROM:                                                               Bill Greene, Chief Financial Officer

PRESENTER(S):                     Bill Greene, Chief Financial Officer
                                        Brad Armstrong, Senior Manager Budget & Financial Analysis

                                                                                    

TITLE:

title

Financial Report - March 2021

end

 

AGENDA ITEM TYPE:

Report

RECOMMENDATION:

Informational report for discussion

BACKGROUND:

The Board of Trustees Policy No. 2.1, Financial Management, directs the Chief Financial Officer to present monthly financial statements stating the Authority’s financial position, revenues, and expense to the Board of Trustees as soon as practical with monthly and year-to-date budget versus actual report to be included in the monthly financial report.    The March 2021 Monthly Financial Statements have been prepared in accordance with the Financial Management Policy and are being presented to the Board.  Also provided, is the monthly Board Dashboard which summarizes key information from the preliminary March Monthly Financial Statements.

DISCUSSION:

At the May 12, 2021 meeting, the Senior Manager Budget and Financial Analysis will review the Board Dashboard key items, passenger revenues, sales tax collections and operating expense variances and receive questions from the Board of Trustees.

ALTERNATIVES:

n/a

FISCAL IMPACT:

n/a

ATTACHMENTS:

• March 2021 Board Dashboard  • March 2021 Monthly Financial Statements