Budget and Audit Documents
Doc app

Document Center

The Document Center provides easy access to public documents. Click on one of the categories below to see related documents or use the search function.

Categories always sorted by seq (sub-categories sorted within each category)
Documents sorted by DATE in Descending Order within category

Town Budget53 documents

20247 documents

  • 2024 Adopted Budget
    document date 11-02-2023
  • 2023-29 Capital Improvement Plan
    document date 10-06-2023
    Capital Acquisitions, Improvements, and Replacement Needs for the Town of Penfield
  • 2024 Preliminary Budget
    document date 10-04-2023
    PRESENTATION from 2023-10-04 Town Board Mtg.
  • 2024 Preliminary Budget
    document date 09-20-2023
    Supplemental
  • 2024 Preliminary Budget
    document date 09-19-2023
    General Ledger Budget Report
  • 2024 Tentative Budget
    document date 09-06-2023
    Supplemental
  • 2024 Tentative Budget
    document date 09-06-2023
    PRESENTATION from 2023-09-06 Town Board Mtg.

20235 documents

  • ADOPTED 2023 Budget
    document date 11-03-2022
  • Presentation 2023 PRELIMINARY Budget
    document date 10-19-2022
    Power Point Presentation
  • 2023 Preliminary Budget
    document date 10-14-2022
  • 2023 TENTATIVE Budget in Power Point
    document date 09-21-2022
  • TENTATIVE 2023 Budget
    document date 09-21-2022

20225 documents

  • 2022 Adopted Budget
    document date 10-28-2021
  • 2022 TOWN PRELIMINARY BUDGET Presentation
    document date 10-20-2021
    October 20, 2022
  • 2022 Preliminary Budget
    document date 09-23-2021
  • 2022 Tentative Budget.pdf
    document date 09-22-2021
  • 2022 Presentation Tentative Budget.pptx
    document date 09-22-2021

20215 documents

  • 2021 Tentative Budget Presentation
    document date 11-04-2020
  • 2021 Tentative Budget
    document date 11-04-2020
  • 2021 Preliminary Budget
    document date 11-04-2020
  • 2021 Preliminary Budget Presentation
    document date 11-04-2020
  • 2021 Town Adopted Budget
    document date 11-04-2020

20205 documents

  • 2020 Adopted Budget
    document date 06-02-2020
  • 2020 Preliminary Budget Presentation
    document date 06-02-2020
  • 2020 Preliminary Budget
    document date 06-02-2020
  • 2020 Tentative Budget Presentation
    document date 06-02-2020
  • 2020 Tentative Budget
    document date 06-02-2020

20196 documents

  • 2019 Adopted Budget
    document date 06-02-2020
  • Town 2019 Budget Adopted Press Release
    document date 06-02-2020
  • 2019 Preliminary Budget
    document date 06-02-2020
  • 2019 Tentative Operating Budget Presentation
    document date 06-02-2020
  • 2019 Tentative Operating Budget
    document date 06-02-2020
  • 2019 Preliminary Budget Presentation
    document date 06-02-2020

20184 documents

  • 2018 Adopted Budget
    document date 06-02-2020
  • Town 2018 Budget Adopted Press Release
    document date 06-02-2020
  • 2018 Preliminary Budget
    document date 06-02-2020
  • 2018 Tentative Budget
    document date 06-02-2020

20175 documents

  • 2017 Adopted Budget
    document date 06-02-2020
  • Town 2017 Budget Adopted Press Release
    document date 06-02-2020
  • 2017 Preliminary Budget Presentation
    document date 06-02-2020
  • 2017 Preliminary Budget
    document date 06-02-2020
  • 2017 Tentative Budget Presentation
    document date 06-02-2020

20166 documents

  • 2016 Adopted Budget
    document date 06-02-2020
  • Town 2016 Budget Adopted Press Release
    document date 06-02-2020
  • 2016 Preliminary Budget Presentation
    document date 06-02-2020
  • 2016 Preliminary Budget
    document date 06-02-2020
  • 2016 Tentative Budget Presentation
    document date 06-02-2020
  • 2016 Tentative Budget
    document date 06-02-2020

20155 documents

  • 2015 Adopted Budget
    document date 06-03-2020
  • Town 2015 Budget Adopted Press Release
    document date 06-03-2020
  • 2015 Preliminary Budget Presentation
    document date 06-03-2020
  • 2015 Preliminary Appropriation and Revenue Budget
    document date 06-03-2020
  • 2015 Tentative Budget Presentation
    document date 06-03-2020

Financial Audits14 documents

20222 documents

  • 2022 Annual Financial Report Update
    document date 04-06-2023
    Town of Penfield for the Fiscal Year Ended 12/31/2022
  • 2022 Audited Financial Statements
    document date 04-06-2023
    Town of Penfield for the Fiscal Year Ended 12/31/2022

20212 documents

  • 2021 Audited Financial Statements
    document date 04-08-2022
    Town of Penfield for the Fiscal Year Ended 12/31/2021
  • 2021 Annual Financial Report Update
    document date 04-08-2022
    Town of Penfield for the Fiscal Year Ended 12/31/2021

20202 documents

  • 2020 Audited Financial Statements
    document date 04-08-2021
    Town of Penfield for the Fiscal Year Ended 12/31/2020
  • 2020 Annual Financial Report Update
    document date 03-18-2021
    Town of Penfield for the Fiscal Year Ended 12/31/2020

20192 documents

  • Town of Penfield 2019 Annual Financial Update Report
    document date 06-03-2020
  • Town of Penfield 2019 Financial Statements
    document date 06-03-2020

20181 document

  • Town of Penfield New York 2018 Financial Statements
    document date 06-04-2020

20171 document

  • Town of Penfield New York 2017 Financial Statements
    document date 06-04-2020

20162 documents

  • Town of Penfield New York 2016 Financial Statements
    document date 06-04-2020
  • Penfield Annual Financial Report 2016
    document date 06-04-2020

20152 documents

  • Town of Penfield New York 2015 Financial Statements
    document date 06-04-2020
  • Penfield Annual Financial Report 2015
    document date 06-04-2020

Each year, the Finance Office assists the town supervisor in preparing a preliminary budget for the coming year. From April to September, the town comptroller works with the town supervisor and town staff to prepare the tentative budget. In mid-September, the tentative budget is presented to the town board and the community. After it is presented to the town board, the tentative budget becomes the preliminary budget. It is then made available for public review and comment at a public hearing held in early October. After the public hearing, the town board reviews all comments and develops the final budget. The town board then adopts the final budget in late October at a legislative session. After that, the adopted budget for the Town of Penfield is submitted to the County of Monroe.

2024 BUDGET TIMELINE

2023 Milestone
1 - Jun Budget development begins with the Supervisor’s “Call for the 2024 Budget” message to department heads.
24 - Jun Departments heads due date for:
1) 2023 estimated expenses
2) 2024 Budget Requests
3) 2024 Priorities & Goals
10 July - 28 July Supervisor and Comptroller meet with department heads to review budget requests and department goals.
2 Aug - 18 Aug

Town Board reviews department head requests.

6 - Sep

Supervisor and Comptroller present 2024 Tentative Budget to the Town Board.

4 - Oct Presentation and public hearing on the 2024 Preliminary Budget.
5 Oct - 31 Oct Town Board prepares the 2024 Final Budget.
1 - Nov Legislative meeting to adopt the 2024 Final Budget.



The annual budget process in Penfield includes a multi-year outlook by taking into account the projections and changes that are anticipated for coming years. The multi-year budget helps the supervisor and town board prepare for future adjustments in New York State mandates, healthcare costs, and other mandatory expenses. This budgeting approach also evaluates major capital improvement projects so the implementation of such projects is included in future operating budgets.