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HomeMy WebLinkAbout2015-10-13; Carlsbad Tourism Business Improvement District; 10-15-122; Accept Report from VisitCarlsbad for Period Ending June 30, 2015py CAA U' CARLSBAD TOURISM ° BUSINESS IMPROVEMENT DISTRICT AGENDA BILL AB# 10-15-124> CTBID STAFF MTG. 10-13-15 Accept Report from VisitCarlsbad for 'GENERAL Period Ending COUNSEL DEPT. City Mgr June 30, 2015 RECOMMENDED ACTION: Accept report from VisitCarlsbad for period ending June 30, 2015 ITEM EXPLANATION: The CTBID contracts with VisitCarlsbad to provide various tourism services. The contract requires VisitCarlsbad "To provide periodic updates at the CTBID's request and a year-end report on the program of work deliverables which shall include an accounting of funds spent by program in a format approved by the CTBID Board. Allocation of the unspent funds shall be determined by the CTBID Board'. Attached is the year-end report for the fiscal year ending June 30, 2015, (Exhibit 1) The 2014-15 Profit and Loss VisitCarlsbad submitted with its year-end report (Exhibit 1) shows that Public Relations, and Group Direct Services were underspent and Labor, Interactive Marketing, Advertising and Research were overspent as of June 30, 2015. In addition, the report shows $22,037 in unspent funds at the end of the year. The Board should discuss the reallocation of budget amount the line items as well as how to allocate the $22,037 of the 2014-15 unspent funds. FISCAL IMPACT: None. ENVIRONMENTAL IMPACT: This action does not approve any projects that will have a physical adverse affect on the environment so it falls within the general rule under CEQA that this is not a project (CEQA Regulation 153789(b)). 1. Report from Visit Carlsbad for period ending June 30, 2015. DEPARTMENT CONTACT: Cheryl Gerhardt, 760-602-2753, chervl.oerhardtC&carlsbadca.gov FOR CITY CLERKS USE ONLY. BOARD ACTION: APPROVED ❑ CONTINUED TO DATE SPECIFIC ❑ DENIED ❑ CONTINUED TO DATE UNKNOWN Cl CONTINUED ❑ RETURNED TO STAFF ❑ WITHDRAWN ❑ OTHER -SEE MINUTES ❑ AMENDED 13 1�4 isiT EXNIgfT I W carlsbad Visit Carlsbad Profit & Loss Report Fiscal Year 2615 2015 2015 Total Budget Variance Income 790 Public Sources 70I CTBID Revenues 766,538.00 (1) 755,500aD 11,03800 Total 700 Public Sources f 766,530.00 $ 755,500.00 f 11.038.00 205 Private Sources 706 Retail Sales 93,39 9339 708 Adv. SaleslCommissions 709 Miscount ep.a Income 55000 Total T95 Private Sources f 640.39 f 767,18109 Total Income f 767,181.39 f 755,500.00 f 11,681.39 Gross Profit f T6T.181A9 f 755,W0.00 f 11,681.39 Expenses 450 Sales Tax Payable 13.00 13.00 600 Labor Expenses Sol Salaries - ORcers 92.443.19 92,44100 0.19 802 Salaries. Direct Labor 107.27595 97,374.00 9,901.95 803 Employee Benefits 12,853.98 23.00000 (3.146.12) 8" Workers comp 1.90700 4,000.00 (2.093.00) BO6 Payroll Tax Expense(SUI, FUTA) 15,887.58 17.000.04) (1.112.42) Total 800 Labor Expenses f 237.367.60 233,817.00 f 3,550.60 900 Promotional Programs 901 Advertising & Production 7,836.10 5.0l 2.836.10 902 Research 9,000.00 8,000.00 11000.00 903 OnsoldOServices . 903.1 Interactive Marketing 354,25900 301.609.00 22,650.00 903.2 Group Diesel Services 11,346.67 50,00000 (08.65333) 903.3 Public Relations Services 61,800.00 70.00000 (8.200.00) Total 903 Oulside50rvices f 427.405.67 451,609.00 S (24,203.33) 904 Travel& Entertxlnment 11.705,11 15.000.00 (3,290.09) 905 Dues & Subscriptions 7,286.84 51000.00 2,286,84 906 Collateral Fred. it Fulfillment 2,311.20 5.000.00 (2.600.00) 90T Public Relations Services 4,334.02 6,500.00 (2.165.96) Total 900 Promotional Programs f 469.879.94 496,109.00 S (26.229.06) 950 General Administration Expenses 951 Bank Service Charges 452.0 1.000.00 (54T.10) 952 Equipment Rental&Raplaceme�rt 3, 075.02 3.000.00 75.22 953 Facility Rectum &Maintenance 157.12 150.00 7,12 954 General Liabilty Insurance 1.211.00 1,M.00 11,00 955 Grenada Maintenance - 956Office Supplies 1.001.45 2.000.00 (g98.55) 957 Postage 165,83 974.0 (008.17) 958 Taxes - General Igloo 150.00 41.0 959 Telephone 5,886.13 5.000.00 886.13 960 Professional Services 5,600.00 5woo 961 Volunteer Program 1.260.39 1=00 260.39 962 Miscellaneous Expenses 3.462.32 1.000Do 2.46212 963 Utilities 2062.32 2,50000 (437.68) 9" Concrete, Expense 2,022,71 2,00000 U.71 Total 950 General Admin Expenses f 28,518.39 25.V4.00 f 974.39 Unapplled Cash Bill Payment Expense 7.10 f 7.10 Total Expenses f 733,816.03 f 755,500.00 Net Operating Income f 33,365.36 Net Income f 33.365.36 (1)11,068 was to cover pnor year sMnlall