Key Indicator Report
NOVEMBER 1988
Issued 01 / 89
IRAN
HE
4491. C4
R335k
1988
Nov.
TRANSPORTATION LIBRARY
MAR 9 A 1989
NORTHWESTERN UNIVERSITY Regional Transportation Authority
TABLE OF CONTENTS
3 5556 029 782075
|
REGIONAL SUMMARY |
1 |
|
RTA SYSTEM RIDERSHIP |
2 |
|
RTA FINANCIAL POSITION |
4 |
|
CTA SYSTEM PERFORMANCE |
6 |
|
METRA SYSTEM PERFORMANCE |
8 |
|
PACE SYSTEM PERFORMANCE |
10 |
REGIONAL SUMMARY
Chicago Transit Authority
Administrative. Executive Director Robert Paswell resigned and was replaced on an interim basis by a management team led by former CTA Executive Director Bernard Ford. A search will now be initiated for a
permanent replacement New Service. A new express bus sen/ice between the Chicago and Northwestern
Clybourn station and the Milwaukee Road Western Avenue station to North Michigan Avenue is scheduled to begin around April 1 . The new route is expected to save North Michigan Avenue commuters between 1 5 and 20 minutes
in total travel time Service Change. The Evanston Express will mal<e stops at Belmont, Fullerton and Chicago
Avenue beginning January 30. The service change is being implemented to relieve overcrowded conditions on the Ravenswood Line.
Metra
Fare Increase. Metra's recently approved 5% fare increase will go into effect Febmary 1 . Metra projects that this fare increase should generate an additional $5 million in revenue on an annual basis. As a result of an agreement
reached between the RTAand Metra, this additional revenue will be used solely for capital projects Lake Cook
Road. The Metra Board and the Board of the Village of Deerfield recently approved an agreement between Metra and the Village on the acquisition of property and construction of a commuter rail station and parking lot on Lake Cook Road. Metra is now able to proceed in negotiations for the purchase of the land for the station and parking.
Pace
Nortran New Buses. Nortran will be receiving between 30 and 50 new Orion buses sometime in February. Nortan will be able to receive these Grumman replacements because it has brought its preventive maintenance program into compliance with the standards contained in an agreement with Pace. ...Fox Valley Bus Order. During their December Meeting, the Pace Board reached a tentative decision to purchase 85 buses without wheelchair lifts for Aurora, Elgin, and Joliet. At Pace's January Board meeting, a group of disabled advocates from the Fox Valley
protested that decision. Director Boone indicated at that time that a final decision had not yet been made Route
616 Expanded. In late January, Pace will expand Route 616, an express service in Northwest Cook to sen/e the corporate area in Elk Grove Village, and begin reverse commute sen/ice to the CTA's River Road station along the O'Hare line.
RTA SYSTEM RIDERSHIP
NOVEMBER RIDERSHIP YEAR-TO-DATE (In thousands)
CTA
Bus Rail
Total
401,917 389,797 135,540 137,679
537,457 527,476
% Change 1987-1988
(3.0%) 1 .6%
(1.9%)
|
Metra |
% |
Change |
||
|
1987 |
1988 |
12 |
87-1988 |
|
|
BN |
11,365 |
1 1 ,840 |
4.2% |
|
|
CNW |
20,420 |
20,792 |
1 .8% |
|
|
CSSSB |
2,763 |
3,141 |
13.7% |
|
|
ME/HC |
10,626 |
11,474 |
8.0% |
|
|
MR |
8,079 |
8,382 |
3.8% |
|
|
Rl |
6,581 |
7,165 |
8.9% |
|
|
NS |
1,086 |
1,402 |
29.1% |
Total
60,919
64,195
|
Pace |
% |
Change |
||
|
1987 |
1988 |
19 |
37-1988 |
|
|
Pace Owned |
15,948 |
16,755 |
5.1% |
|
|
Public Contract |
13,521 |
13,335 |
(1.4%) |
|
|
Private Contract |
2,107 |
2,471 |
1 7.3% |
|
|
Paratransit |
1,056 |
1,133 |
7.3% |
Total
33,694
3.3%
RTA % Change in Ridership by Service Board Year-to-Oate and November Average Weei(day 1987 vs. 1988
-5.0 -10.0 L
Metra
Pace
Year-to-Oale D Nov Avg Wlidy
RTA year-to-date ridership through November 1988 was down 0.9%when compared to November 1987.
Year-to-date performance at CTA was down 1 .9%. Average weekday riders in November decreased 7.0%.
Metra System ridership increased 5.4% through November, 1988. Average weekday riders in No- vember increased 4.7%. This result for November is noteworthy since November is the first full month since the spring that the Dan Ryan has not been under constojction.
Pace ridership through November 1988 was 3.3% greater than during the same period in 1987. No- vember average weekday ridership increased 3.4%.
PASSENGERS PER MILE
CTA November 1988 Year-to-Date
6.0 r
4.0 .
2.0 .
5.8 5.7
0.0
2.9 2.9
Bus
Rail
System
D 1987 Actual M 1988 Actual
8.0 T
4.0 .,
0.0
Metra November 1988 Year-to-Date
5.6 5.5
4.0 4.0
3.1 3-2 3.2
BN C&NW CSSSB NS ME/HC NIRC Metra
D 1987 Actual @ 1988 Actual
2.5 2.0 1.5 1.0 0.5
Pace
November 1988 Year-to-Date
1.8 1.8
0.4 0.3
Pace Owned Public Private Paratransit System Total
Carriers Contract Contract Carriers
Carriers Carriers
D 1987 Actual 0 1988 Actual
RTA FINANCIAL POSITION
Service Boards: CTA
Revenues Expenses Operating Deficit Recovery Ratio(a)
II. Regional
Report Summary
November 1988 Year-to-Date
(In thousands)
Budget
|
Revenues Expenses Operating Deficit Recovery Ratio(a) |
$308,436 582,500 $274,064 53.0% |
$303,900 590,303 $286,403 51.5% |
$4,536 ( 7,803) ($12,339) 1.5 |
1 .5% -1 .3% -4.3% 2.9% |
|
Metra |
||||
|
Revenues Expenses Operating Deficit Recovery Ratio(a) |
$143,104 238,247 $95,143 60.7% |
$129,237 238,869 $109,632 54.5% |
$13,867 (622) ($14,489) 6.2 |
10.7% -0.3% -13.2% 1 1 .4% |
|
Pace |
$20,511 61,239 $40,727 33.5%
$18,867
65,023
$46,157
29.0%
$1,645 8.7%
( 3,785) -5.8%
($5,429) -11.8%
4.5 15.4%
|
RTA Expense Items RTA Interest Revenues |
42,647 10,831 |
47,153 9,167 |
( 4,506) 1,664 |
-9.6% 18.2% |
|
Total Revenues |
$482,883 |
$461,171 |
$21,712 |
4.7% |
|
Total Expenditures |
$924,633 |
$941 ,348 |
($16,715) |
-1.8% |
|
Regional Deficlt(b) |
$441,750 |
$480,177 |
($38,427) |
-8.0% |
|
Recovery Ratio (c) |
54.2% |
51.1% |
3.2 |
6.2% |
(a) For recovery ratio calculations, expenses exclude funded depreciation.
(b) Includes Service Board defidls plus RTA expenses minus RTA interest revenues
(c) Excludes debt service and funded depreciation
All three Service Boards report favorable performance through November for both revenues and expenses.
Revenues for the Region were $21 .7 million, or 4.7% favorable to budget while expenses were $1 6.7 million, or 1 .8% favorable. As a result, the regional deficit was $38.4 million or 8.0% favorable to budget.
Through November, the regional recovery ratio was 54.2% compared to the budgeted ratio of 51.1%.
Sales Taxes through October were $0.8 million or 0.2% unfavorable to budget. Sales Taxesforthe month of October were 0.9% favorable to budget.
■.].y;cUi.i.i»jjji>jiiiM
Operating Deficits November 1988 Year-to-Date (in miilions)
500.0 J 400.0 .. 300.0 .. 200.0 .. 100.0 .. 0.0 -
441.8
274.1 286.4
95.1 109-6
40.7 46.2
CTA
Metra
Pace
Region
D Actual O Budget
Sales Tax
October Year-to-Date
(In millions)
350.0 T
$ 300.0 â–
1 987 Actual 1 988 Actual 1 988 Budget
CTA SYSTEM PERFORMANCE
|
Chicago Transit Authority |
||||
|
November 1988 Year-to-Date |
||||
|
Revenues |
Actual |
Budget |
Variance |
% |
|
Passenger |
$294,042,176 |
$289,910,598 |
$4,131,578 |
1 .4% |
|
Other |
14,394,087 |
13,989,614 |
404,473 |
2.9% |
|
Total Revenues |
$308,436,263 |
$303,900,212 |
$4,536,051 |
1 .5% |
|
Expenses |
||||
|
Labor |
$439,593,353 |
$430,923,505 |
$8,669,848 |
2.0% |
|
Materials |
49,504,047 |
49,601,416 |
(97,369) |
-0.2% |
|
Fuel |
10,246,966 |
13,366,849 |
(3,119,884) |
-23.3% |
|
Electric Power |
19,115,341 |
24,158,295 |
(5,042,954) |
-20.9% |
|
Provision for 1 & D |
16,189,970 |
16,191,124 |
(1,154) |
0.0% |
|
All Other Expenses |
47,850,463 |
56,061,762 |
(8,211,299) |
-14.6% |
|
Total Expenses |
$582,500,139 |
$590,302,951 |
($7,802,811) |
-1.3% |
|
Deficit |
$274,063,877 |
$286,402,739 |
($12,338,862) |
-4.3% |
|
Recovery Ratio |
53.0% |
51.5% |
1.5 |
2.9% |
Through November, expenses and revenues were favorable to budget by $7.8 million, or 1.3% and $4.5 million, or 1.5% respectively.
Through November, CTA's operating deficit was $12.3 million, or 4.3 % favorable to budget.
Labor expense was up slightly while materials were flat when compared to the budget. Fuel, power, and the all other expense categories are very favorable to budget through November when compared to last year.
Bus expense per mile through November was up by 1 .0% and rail expense per mile was up by 0.4% when com- pared to the same period in 1987 . On a system basis, expense per mile is up 0.7% from last year.
Year-to-date subsidy per passenger on a system basis was down 2.0% from last year. Bus subsidy per passen- ger was down 2.7% while the rail subsidy per passenger was flat.
Budget Review:
CTA Actual vs. Budget November 1988 Year-to-Date (in millions)
582.5 590.3
Resource Efficiency:
6.00 r
4.00
2.00 .
0.00
Resource Effectiveness:
1.00 J
0.75 -
$ 0.50 ..
0.25 -
0.00 -
Recovery Ratio Actual=53.0% Budget=51.5% 308-4 303.9 ^^^^ 286.4
Expenses
Revenues
Op. Deficit
D Actual
Budget
CTA Expense Per Mile November 1988 Year-to-Date
Bus
Rail
System
D 1987 Actual @ 1988 Actual
CTA Subsidy Per Passenger November 1988 Year-to-Date
0.87 0.87
0.37 0.36
^4\$u;
v-4
0.50 0.49
R^<^
Bus
Rail
System
D 1987 Actual M 1988 Actual
METRA SYSTEM PERFORMANCE
|
Metra Summary |
|||||
|
November 1988 Year-to-Date |
|||||
|
Burlington Northern |
Actual |
Budget |
Variance |
% |
|
|
Revenues |
24,000,953 |
22,645,175 |
1.355,778 |
6.0% |
|
|
Expenses |
30,497,049 |
32,134,930 |
(1,637,881) |
-5.1% |
|
|
Operating Deficit |
6,496,096 |
9,489,755 |
(2,993,659) |
-31.5% |
|
|
Recovery Ratio* |
80.6% |
71.3% |
9.4 |
13.1% |
|
|
Chicago & Northwestern |
|||||
|
Revenues |
46,191,436 |
44,806,757 |
1,384,679 |
3.1% |
|
|
Expenses |
76,370,829 |
74,922,436 |
1,448,393 |
1 .9% |
|
|
Operating Deficit |
30,179,393 |
30,115,679 |
63,714 |
0.2% |
|
|
Recovery Ratio* |
61.7% |
61.1% |
0.6 |
1.1% |
|
|
Chicago South |
Shore |
||||
|
Revenues |
1,572,458 |
1,440,626 |
131,832 |
9.2% |
|
|
Expenses |
2,917,959 |
2,852,367 |
65,592 |
2.3% |
|
|
Operating Deficit |
1,345,501 |
1,411.741 |
(66,240) |
-4.7% |
|
|
Recovery Ratio |
53.9% |
50.5% |
3.4 |
6.7% |
|
|
Norfolk Southern |
|||||
|
Revenues |
2,638,423 |
2,269,641 |
368,782 |
16.2% |
|
|
Expenses |
3,426,441 |
3,424,137 |
2,304 |
0.1% |
|
|
Operating Deficit |
788,018 |
1.154,496 |
(366,478) |
-31.7% |
|
|
Recovery Ratio |
77.0% |
66.3% |
10.7 |
16.2% |
|
|
Metra Elec./Hei |
. Corr." |
||||
|
Revenues |
24,260,439 |
21,617,420 |
2,643,019 |
12.2% |
|
|
Expenses |
48,232,085 |
48,692,540 |
(460,454) |
-0.9% |
|
|
Operating Deficit |
23.971.647 |
27,075,120 |
(3,103,473) |
-11.5% |
|
|
Recovery Ratio |
50.3% |
44.4% |
5.9 |
13.3% |
|
|
NE Illinois Rail |
Corp. |
||||
|
Revenues |
44,440,205 |
36,457,207 |
7,982,998 |
21.9% |
|
|
Expenses |
76,802,633 |
76,842,244 |
(39,611) |
-0.1% |
|
|
Operating Deficit |
32,362,428 |
40,385,037 |
(8,022,609) |
-19.9% |
|
|
Recovery Ratio |
58.2% |
47.4% |
10.7 |
22.6% |
|
|
Metra Total |
|||||
|
Revenues |
143,103,914 |
129,236,826 |
13,867,088 |
10.7% |
|
|
Expenses |
238,246,997 |
238,868,654 |
(621,657) |
-0.3% |
|
|
Operating Deficit |
95,143,083 |
109,631,828 |
(14,488,745) |
-13.2% |
|
|
Recovery Ratio* |
60.7% |
54.5% |
6.2 |
1 1 .4% |
|
|
*Funcled Depreciation is included writhin expenses |
, but is excluded to dete |
rmine the cost recovery |
ratio. |
||
|
**These numbers |
may not be used to calculate ICG |
savings per Ordinance 87-20. |
Through November, Metra expenses were $0.6 million or 0.3% favorable to budget.
Through November, total revenues were $13.9 million or 10. 7% favorable to budget. Of this favorable variance, $6.6 million is attributable to passenger revenue and $8.3 million to other revenue.
Primarily as a resu It of their favorable revenue performance, Metra's operating deficit was $1 4.5 million or 1 3.2% favorable to budget.
Metra's cost recovery ratio through October is 60.7%, significantly higher than their budgeted recovery ratio through October of 54.5%.
Budget Review:
Metra Actual vs. Budget Novemtier 1988 Year-to-Date (in millions)
250.0 200.0 150.0 100.0 50.0 0.0
238.2 238.9
'"'%
Recovery Ratio Actuals 60.7% Budgets 54.5%
|i?.^
|
95.1 |
109.6 |
|
|
i^g |
||
|
^^^ |
||
|
^S |
Expenses Revenues Operating Deficit
D Actual @ Budget
Resource Efficiency:
Metra Expense Per Revenue Mile November 1988 Year-to-Date
BN C&NW CSSSB NS ME/HC NIRC Metra
D 1987 Actual M 1988 Actual
Resource Effectiveness:
4.0 T
$ 2.0 ..
0.0
Metra Subsidy Per Passenger November 1988 Year-to-Date
3.5
1.3 1-5
1—1
yfA
2.1 ,n 2.1
"^ 1-6 1.5
BN C&NW CSSSB NS ME/HC NIRC Metra
D 1987 Actual @ 1988 Actual
PACE SYSTEM PERFORMANCE
Pace Summary November 1988 Year-to-Date
|
Actual |
Budget |
Variance |
% |
|
|
Revenues |
||||
|
Pace Owned Carriers |
$8,148,583 |
$7,465,548 |
$683,035 |
9.1% |
|
Public Contract Carriers |
6,061,236 |
5,923,210 |
138,026 |
2.3% |
|
Private Contract Carriers |
1,743,984 |
1,811,337 |
(67,353) |
-3.7% |
|
Paratransit Carriers |
3,059,827 |
2,566,441 |
493,386 |
19.2% |
|
Other Income |
1,497,834 |
1,100,000 |
397,834 |
36.2% |
|
Total Revenues |
$20,511,464 |
$18,866,536 |
$1,644,928 |
8.7% |
|
Expenses |
||||
|
Pace Owned Carriers |
$18,473,975 |
$19,031,220 |
($557,245) |
-2.9% |
|
Public Contract Carriers |
16,736,081 |
17,373,871 |
(637,790) |
-3.7% |
|
Private Contract Carriers |
5,255,058 |
5,711,860 |
(456,802) |
-8.0% |
|
Paratransit Carriers |
5,971,788 |
5,928,414 |
43,374 |
0.7% |
|
Administration |
5,745,573 |
6,697,136 |
(951,563) |
-14.2% |
|
Centralized Operations |
9,056,468 |
10,280.643 |
(1,224,175) |
-1 1 .9% |
|
Sub-Total Expenses |
$61,238,943 |
$65,023,144 |
($3,784,201) |
-5.8% |
|
Deficit |
$40,727,479 |
$46,156,608 |
($5,429,129) |
-1 1 .8% |
Recovery Ratio 33.5% 29.0% 4.5 15.50/0
Pace revenues through November were $1 .6 million, or 8.7% over budget. This can be attributed mainly to fa- vorable budget results in Pace Owned Carriers, Paratransit Carriers, and Other Income. Pace Owned Carriers were $0.7 million, or 9.1% favorable. Paratransit Carriers were $0.5 million, or 19.2% favorable and Other Income was $0.4 million, or 36.2% favorable to the budget.
Through November, Pace expenses were $3.8 million, or 5.8% favorable to the budget. The largest variances continue to be in the Administration/Centralized Operations area which combined accounted for $2 2 million of the total variance.
Pace's operating deficit through the eleventh month was $5.4 million or 1 1 .8% favorable to budget.
Pace's cost recovery ratio was 33.5% through November, which is significantly above the budgeted recovery ratio of 29.0%.
For the Pace System, subsidy per passenger decreased slightly relative to 1 987. Subsidy level increases were experienced at Paratransit and Public Contract Carriers. However, decreases at Pace Owned and Private Contract Carriers offset these resulting in a system decrease of 1 .8%.
10
Budget Review:
Pace Actual vs. Budget November 1988 Year-to-Date (in millions)
Recovery Ratio Actual = 33.5% 65.0 Budget = 29.0%
Expenses
Revenues
Operating Deficit
D Actual M Budget
Resource Efficiency :
Pace Expense per Mile November 1988 Year-to-Date
3.00 . 2.50 2.47 2.48 2.54
Pace Owned Public Private Paratransit System
Carriers Contract Contract Carriers Total*
Carriers Carriers
'Include* Admin. & Unallocated Cent. Exp.
D 1987 Actual B 1988 Actual
Resource Effectiveness:
Pace Subsidy per Passenger November 1 988 Year-to-Date
3.00 . 2.00 . . 1.00.. "-^^ "-^^
I'^M I i
Pace Owned Carriers
Public Private Paratransit System Total
Contract Contract Carriers *
Carriers Carriers
'tncludet Admin. & Unallocated Cent. Exp.
D 1987 Actual
1988 Actual
ii^n^j-^