2022 Reports
2020 Reports
- Analysis of Revised Proposed FY21 Operating and Capital Budgets and FY21-25 Five-Year Plan (reintroduced at City Council on 5.1.20)
- City of Philadelphia FY2019 Pension Fund Actuarial Valuation Update – Final (2-27-2020)
- Philadelphia City and School District Mid-Year FY20 Update (2-20-2020)
- Analysis of the Governor’s Proposed FY2020-21 State Operating Budget (2-6-2020)
2019 Reports
- Philadephia OPA Audit 2018 Final Report (1-3- 2019)
- Summary and Analysis of Mayor’s Proposed FY20-24 Five-Year Plan and Economic Update (updated as of 3.22.19)
- City and School District of Philadelphia Fiscal Year 2019 Mid-Year Update (3-21-2019)
- Analysis of the Governor’s Proposed FY2019-20 State Operating Budget (3-21-2019)
- City and School District of Philadelphia Fiscal Year 2019 Fourth Quarter (Q4) Update (8-27-2019)
- Analysis of 2018 American Community Survey (ACS) Data Relevant to Philadelphia and Update on 2017 Data (10-1-2019)
- Preliminary Analysis of City of Philadelphia FY19 Annual Financial Report (AFR) – Progress Since FY09 (11-12-2019)
2018 Reports
- School District of Philadelphia – Historical Trend Analysis Q1 District Operating Fund Update (FY08 – FY18) (11-27-2018)
- Historical Trend Analysis Update – City of Philadelphia Financial Projections – General Fund (FY12 – FY18) (10.26.18)
- Finance and Budget Team – Summary and Analysis of the Mayors Proposed FY19-23 Five Year Plan (3.27.18)
- FY18: Mid-Year Financial Update on City of Philadelphia and the School District of Philadelphia (2.28.18)
2017 Reports
- Trend Analysis of Changes to Population and Income in Philadelphia using 2010-2016 American Community Survey (ACS) Data (9.22.17)
- Financial Condition Analysis – Comparing Philadelphia to 13 other Major Municipalities (using CAFRs) (8.17.17)
- City Financial Analysis – Examining Projections, Trend, and Economic Indicators
- FY11 – FY17 Actual Expenditures vs Adopted Budget (Variances) – VERSION 2 (PDF) (3.23.17)
- Overtime and Vacancy Analysis FY14 – FY17 (10.6.17)
- General Fund Balance Update – Actual Fund Balance Results from FY17 Annual Financial Report (11.9.17)
2016 Reports
- City Financial Condition Update based on FY16 Annual Financial Report – FINAL (4.7.17)
- Comparable Cities Study – Debt and Fixed Costs Ratios (Median and Averag… (11.10.16)
- UPDATED – Philadelphia General Obligation Bond Ratings – Credit Report Summaries (9.7.16)
- Comparable Cities Study – Median and Average Data Points (Credit Ratings) (9.6.16)
- Comparable Cities Fund Balance Budget Reserve Policies (9.6.16)
- Statistical Analysis – Common Variables that Affect Credit Rating among Comparable Cities (9.6.16)
- Analysis of FY17 – FY21 Modified Five Year Plan (9.2.16)
- Historical Trend Analysis – General Fund (FY11 – FY16) (9.2.16)
- Preliminary Analysis – Evaluation of Controller’s June Economic Report (FY16) compared to City Revenue Projections (8.15.16)