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HomeMy WebLinkAbout2011 CAFR COMPREHENSIVE ANNUAL FINANCIAL REPORT OF THE CITY OF COLUMBIA HEIGHTS STATE OF MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2011 - This page intentionally left blank - CITY OF COLUMBIA HEIGHTS, MINNESOTA TABLE OF CONTENTS Page ReferenceNo. I. INTRODUCTORY SECTION Principal City Officials 3 Organizational Chart 4 Letter of Transmittal 5 Certificate of Achievement for Excellence in Financial Reporting 9 II. FINANCIAL SECTION Independent Auditor's Report 13 Management's Discussion and Analysis 15 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net Assets Statement 130 Statement of Activities Statement 232 Fund Financial Statements: Balance Sheet - Governmental Funds Statement 334 Statement of Revenues, Expenditures and Changes in Fund Balance - Governmental Funds Statement 436 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities Statement 539 Statement of Net Assets - Proprietary Funds Statement 640 Statement of Revenues, Expenses and Changes in Fund Net Assets - Proprietary Funds Statement 742 Statement of Cash Flows - Proprietary Funds Statement 844 Statement of Fiduciary Net Assets - Fiduciary Funds Statement 948 Notes to Financial Statements 49 Required Supplementary Information: Budgetary Comparison Schedule - General Fund Statement 1080 Schedule of Funding Progress for the Retiree Health Plan Statement 1182 Budgetary Comparison Schedule - Note to RSI 83 CITY OF COLUMBIA HEIGHTS, MINNESOTA TABLE OF CONTENTS Page ReferenceNo. Combining and Individual Fund Statements and Schedules: Combining Balance Sheet - Nonmajor Governmental Funds Statement 1288 Combining Statement of Revenues, Expenditures and Changes in Fund Balance - Nonmajor Governmental Funds Statement 1389 Subcombining Balance Sheet - Nonmajor Special Revenue Funds Statement 1494 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balance - Nonmajor Special Revenue Funds Statement 1596 Special Revenue Funds: Schedules of Revenues, Expenditures and Changes in Fund Balance: Budget and Actual - Cable Television Fund Statement 1698 Actual - Police Forfeiture Fund Statement 1799 Budget and Actual - Police Community Programs Fund Statement 18100 Actual - Police Grants Fund Statement 19101 Budget and Actual - Library Fund Statement 20102 Actual - After School Programs Fund Statement 21103 Actual - Recreation Contributed Projects Fund Statement 22104 Actual - Contributed Projects - Other Fund Statement 23105 Actual - Special Projects Fund Statement 24106 Budget and Actual - Community Development Fund Statement 25107 Actual - Anoka County Comm Dev Programs Fund Statement 26108 Economic Development Authority (Component Unit): Budgetary Comparison Schedule - Administration Fund Statement 27109 Housing and Redevelopment Authority (Component Unit): Combining Balance Sheet Statement 28110 Combining Statement of Revenues, Expenditures and Changes in Fund Balance Statement 29111 Schedules of Revenues, Expenditures and Changes in Fund Balance: Budget and Actual - Parkview Villa North Fund Statement 30112 Budget and Actual - Parkview Villa South Fund Statement 31113 CITY OF COLUMBIA HEIGHTS, MINNESOTA TABLE OF CONTENTS Page ReferenceNo. Subcombining Balance Sheet - Nonmajor Debt Service Funds Statement 32116 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balance - Nonmajor Debt Service Funds Statement 33118 Subcombining Balance Sheet - Nonmajor Capital Project Funds Statement 34123 Subcombining Statement of Revenues, Expenditures and Changes in Fund Balance - Nonmajor Capital Project Funds Statement 35124 Enterprise Funds: Water Utility Fund: Subcombining Schedule of Net Assets Statement 36126 Subcombining Schedule of Revenues, Expenses and Changes in Fund Net Assets Statement 37127 Subcombining Schedule of Cash Flows Statement 38128 Sewer Utility Fund: Subcombining Schedule of Net Assets Statement 39129 Subcombining Schedule of Revenues, Expenses and Changes in Fund Net Assets Statement 40130 Subcombining Schedule of Cash Flows Statement 41131 Refuse Utility Fund: Subcombining Schedule of Net Assets Statement 42132 Subcombining Schedule of Revenues, Expenses and Changes in Fund Net Assets Statement 43133 Subcombining Schedule of Cash Flows Statement 44134 Storm Sewer Utility Fund: Subcombining Schedule of Net Assets Statement 45135 Subcombining Schedule of Revenues, Expenses and Changes in Fund Net Assets Statement 46136 Subcombining Schedule of Cash Flows Statement 47137 Liquor Fund: Subcombining Schedule of Net Assets Statement 48139 Subcombining Schedule of Revenues, Expenses and Changes in Fund Net Assets Statement 49140 Subcombining Schedule of Cash Flows Statement 50142 Internal Service Funds: Combining Statement of Net Assets Statement 51146 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets Statement 52147 Combining Statement of Cash Flows Statement 53148 CITY OF COLUMBIA HEIGHTS, MINNESOTA TABLE OF CONTENTS Page ReferenceNo. Central Garage Fund: Subcombining Schedule of Net Assets Statement 54149 Subcombining Schedule of Revenues, Expenses and Changes in Fund Net Assets Statement 55150 Subcombining Schedule of Cash Flows Statement 56151 Information Systems Fund: Subcombining Schedule of Net Assets Statement 57152 Subcombining Schedule of Revenues, Expenses and Changes in Fund Net Assets Statement 58153 Subcombining Schedule of Cash Flows Statement 59154 Insurance Fund: Subcombining Schedule of Net Assets Statement 60155 Subcombining Schedule of Revenues, Expenses and Changes in Fund Net Assets Statement 61156 Subcombining Schedule of Cash Flows Statement 62157 Compensated Absences Fund: Subcombining Schedule of Net Assets Statement 63158 Subcombining Schedule of Revenues, Expenses and Changes in Fund Net Assets Statement 64159 Subcombining Schedule of Cash Flows Statement 65160 Combining Statement of Changes in Assets and Liabilities - Agency Funds Statement 66162 III. STATISTICAL SECTION (UNAUDITED) Financial Trends: Net Assets by Component Table 1 166 Changes in Net Assets Table 2 168 Fund Balances - Governmental Funds Table 3 172 Changes in Fund Balances - Governmental Funds Table 4 174 Revenue Capacity: Tax Capacity Value and Estimated Market Value of All Taxable Property Table 5 178 Direct and Overlapping Property Tax Rates Table 6 179 Principal Property Taxpayers Table 7 181 Property Tax Levies and Collections Table 8 182 CITY OF COLUMBIA HEIGHTS, MINNESOTA TABLE OF CONTENTS Page ReferenceNo. Debt Capacity: Ratios of Outstanding Debt by Type Table 9 184 Ratios of Outstanding Net General Bonded Debt by Type Table 10 186 Direct and Overlapping Governmental Activities Debt Table 11 188 Legal Debt Margin Information Table 12 189 Pledged Revenue Coverage Non-obligation Debt Table 13 190 Demographic and Economic: Demographic and Economic Statistics Table 14 191 Principal Employers Table 15 193 Operating Information: City Government Employees by Function/Program Table 16 194 Operating Indicators by Function/Program Table 17 196 Capital Asset Statistics by Function/Program Table 18 198 IV. OTHER REQUIRED REPORTS SECTION Report on Compliance with Minnesota Legal Compliance Audit Guide for Political Subdivisions 203 Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards 205 Report on Compliance with Requirements That Could Have a Direct and Material Effect on Each Major Program and on Internal Control Over Compliance in Accordance with OMB Circular A-133 207 Schedule of Expenditures of Federal Awards 210 Schedule of Findings and Questioned Costs 212 Report on Supplementary Information - Financial Data Schedule 215 U.S. Department of Housing and Urban Development: Financial Data Schedule 216 Financial Data Schedule - Statement and Certification of Actual Modernization Costs 218 - This page intentionally left blank - I. INTRODUCTORY SECTION 1 - This page intentionally left blank - 2 CITY OF COLUMBIA HEIGHTS, MINNESOTA PRINCIPAL CITY OFFICIALS December 31, 2011 Name Official Title Mayor and Council: Gary L. Peterson Mayor Tammera Ericson Diehm Councilmember Donna Schmitt Councilmember Bruce Nawrocki Councilmember Robert A. Williams Councilmember Administration: Walter Fehst City Manager Linda Magee Assistant to City Manager Joseph Kloiber Treasurer, Finance Director Jim Hoeft City Attorney Kevin Hansen Public Works Director, City Engineer Scott Nadeau Chief of Police Gary Gorman Chief of Fire M. Rebecca Loader Librarian Scott Clark Community Development Director Keith Windschitl Recreation Services Director Larry Scott Liquor Operations Manager Lauren McClanahan Superintendent of Public Works 3 City of Columbia Heights Organizational Chart 2011 Mayor: Gary L. Peterson Council members: Tammera Diehm Bruce Nawrocki Donna Schmitt Robert Williams City Manager: Walter Fehst Commissions & Boards: Charter EDA HRA Traffic Telecommunications Planning & Zoning Park & Recreation Library ADMINISTRATION Assistant to the City Manager / Human Resources Director:Linda Magee City Clerk Administrative Assistant – Human Resources Imaging Technician (PT) Facility Maintenance Supervisor Custodian I (4 PT) Cable Intern (PT)POLICE (Administered by Mayor) Police Chief: Scott Nadeau Office Supervisor Police Captain Sergeants (4) Corporals (2) Patrol Officers (19) Community Service Officers (1 FT) (2 PT) Reserves Police IS Specialist Secretary II-A (2) Clerk Typist FIRE/EMERGENCY MANAGEMENT Fire Chief:Gary Gorman Assistant Fire Chief Fire Captains (3) Secretary II (PT) Clerk Typist II (PT) Firefighters (3) On-Call Firefighters (22) PUBLIC WORKS Public Works Director/City Engineer: Kevin Hansen Secretary II-A Assistant City Engineer Administrative Assistant Assessing Clerk (PT) Engineering Technician IV (2) Public Works Superintendent Foreman (Parks, Sewer & Water, Streets) (3) Maintenance Worker (15) Shop Foreman Maintenance III -Mechanic Maintenance III -Bodyman/Painter FINANCE Finance Director/Treasurer:Joseph Kloiber Secretary II Assistant Finance Director Accounting Coordinator Payroll Accountant Budget Coordinator Accounting Clerk II: Utility Accounting Clerk I: Utility Accounting Clerk I (PT) Receptionist/Switchboard Operator Meter Reader (PT) Liquor Operations Manager Assistant Liquor Operations Manager (5) PT Store Supervisor (5) Retail Clerk (28 PT) IS Director Assistant IS Director IS Technician COMMUNITY DEVELOPMENT Community Development Director:Scott Clark Assistant Community Development Director Building Official Planner Secretary II: Permits LIBRARY Library Director:M. Rebecca Loader Clerk-Typist II (2) Library Clerk (1 PT) Library Supervisor (4 PT) Page (10 PT) Library Aide (PT) Adult Services Librarian Children's Librarian RECREATION Recreation Director: Keith Windschitl Clerk/Typist II Senior Citizen Coordinator Program Coordinator Recreation Clerk (PT) Custodian II (10 PT) Custodian I (PT) 4 Service Is Our Business THE CITY OF COLUMBIA HEIGHTS DOES NOT DISCRIMINATE ON THE BASIS OF DISABILITY IN EMPLOYMENT OR THE PROVISION OF SERVICES EQUAL OPPORTUNITY EMPLOYER City of Columbia Heights Finance Department 590 40th Avenue N.E. Columbia Heights, MN 55421-3878 Office (763) 706-3600 TDD (763) 706-3692 Fax (763) 706-3637 June 28, 2012 To the Citizens of the City of Columbia Heights, Mayor, Council Members, and City Manager The Comprehensive Annual Financial Report of the City of Columbia Heights for the fiscal year ended December 31, 2011, is hereby submitted. The City’s management assumes responsibility for both the completeness and reliability of the information contained in this report, based on a comprehensive framework of internal control that it has established for this purpose. Because the cost of internal control should not exceed its anticipated benefits, the objective is to provide reasonable, rather than absolute, assurance that the financial statements are free of any material misstatements. HLB Tautges Redpath, Ltd., Certified Public Accountants, have issued an unqualified (“clean”) opinion on the City of Columbia Heights financial statements for the year ended December 31, 2011. Their independent auditors’ report is located at the front of the financial section of this report. State law requires Minnesota cities to issue by June 30th of each year a complete set of audited financial statements for the preceding fiscal year ended December 31st. In addition, state law requires that Minnesota cities undergo an annual Minnesota Legal Compliance Audit. During the year ended December 31, 2011, the City expended more than $500,000 in federal grant awards. The City was therefore required to have an audit in conformity with the provisions of the Single Audit Act of 1984 and the United States Office of Management and Budget Circular A-133 for 2011. Information related to the Minnesota Legal Compliance Audit and the Single (A-133) Audit, including the Schedule of Expenditures of Federal Awards is included in the Other Required Reports Section at the back of this report. Generally accepted accounting principals require that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management’s Discussion and Analysis (MD&A). This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. The City of Columbia Heights’ MD&A can be found immediately following the report of the independent auditors. PROFILE OF THE GOVERNMENT The City of Columbia Heights, a suburb located north of the City of Minneapolis in Anoka County in east-central Minnesota, was originally incorporated as a village in 1898. In 1921, pursuant to the adoption of a home rule City Charter by the qualified voters of the City, a council-manager form of government, was instituted. Information Systems Financial Reporting Accounts Payable Utility Billing Payroll 5 The City Council consists of a Mayor and four Council Members. All are elected at-large, on a non-partisan basis. The Mayor serves a two-year term and the Council Members serve four-year terms. The City Manager is appointed by the City Council. The City covers an area of 3.52 square miles and currently has a population of 19,496. The City is empowered to levy a tax on both real and personal property within its boundaries. All City funds, departments, commissions and other organizations for which the City of Columbia Heights is financially accountable, including all component units, are presented within the Comprehensive Annual Financial Report. The Columbia Heights Housing and Redevelopment Authority (HRA) and the Columbia Heights Economic Development Authority (EDA) are included in the reporting entity as blended component units of the City of Columbia Heights due to the fact that the governing boards are substantively the same and the City is in a relationship of financial benefit/burden with the authorities. The City provides a full range of services to its citizens. These services include, but are not limited to, police and fire protection; water and sanitation services; the construction and maintenance of highways, streets, and infrastructure; library; recreational facilities; and general administrative services. LOCAL ECONOMY The City is located within the varied and stable economic base of the Minneapolis-Saint Paul greater metropolitan area, which is a major center for both the state and the Upper-Midwest. As such, there has been a relatively stable level of employment for City residents and this is expected to continue. In 2011, the largest employers located within the boundaries of the City included Independent School District 13 and one division of Medtronic Inc., a medical device manufacturer. With its close proximity to the Minneapolis downtown area (4 miles), the City of Columbia Heights offers opportunities for many people to live close to where they work, and this has helped maintain demand for housing in the City. However, as an older, fully developed, inner- ring suburb of the City of Minneapolis, the management and residents of the City of Columbia Heights are faced with the problems of an aging infrastructure, crime, and dependency on state aid to supplement local revenues. The recent sharp rise nation-wide in home mortgage foreclosures has also been reflected locally. The City Council and the City’s management are taking a proactive approach to dealing with these concerns, and they currently have a number of initiatives in progress to address them. Some of these are described below. LONG-TERM FINANCIAL PLANNING The City has a planned Street Rehabilitation Program including, as needed, water mains, sanitary sewer and storm sewer improvements. The program divides the City into seven street rehabilitation zones and calls for approximately one zone to be rehabilitated every one to two years. A portion of cost of street rehabilitation is charged to the benefiting properties in the form of special assessments. In some cases, the City issues bonds to initially finance the project, repaying the bonds with special assessments collected over a number of years. 6 Historically, local government aid (LGA) from the State of Minnesota has been a key component of the City’s operating budget. In recent years, the amount provided by the state has been unpredictable, significantly reduced, and sometimes reduced retroactively. To provide for more stable operations, the City’s management has developed a multi-year financial plan that significantly reduces the cities dependency on state aide for operation by 2013. The current City Council has reached consensus of opinion in support of the plan. Implementation of this plan is of course dependent on the annual property tax levy and operating budget actually adopted by the City Council each year. RELEVANT FINANCIAL POLICIES The City Council has formally adopted a fund balance policy for the General Fund and the combined Library Fund, Capital Building Library Fund (non-major funds). The policy establishes a year end target of unassigned fund balance for the General Fund and spendable fund balance for the combined Library and Capital Building Library funds equal to at least 45% of the next year’s budgeted expenditures. In 2011, both funds met this goal. The City’s policy is to budget and recognize license and permit revenues of the community development function, such as building permit revenue, in the Community Development Fund, a non-major special revenue fund. License and permit revenues of other functions are budgeted and recognized in the general fund. For this reason, license and permit revenues in the general fund are often lower than other comparable Minnesota Cities, which more commonly budget for and recognize all license and permit revenues in the general fund. CURRENT MAJOR INITIATIVES As in much of the nation, home prices in the City have dropped sharply over the last few years. Given this, plus the age of the City’s housing stock, the Economic Development Authority has implemented a program of purchasing and demolishing substandard residential property to create an inventory of redevelopment property available for resale when the housing market recovers. As of December 31, 2011, twenty-nine properties had been acquired under this program. For the six properties purchased in 2011, all of the buildings on these properties will be demolished. AWARD AND AKNOWLEDGEMENTS The Government Finance Officers' Association (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Columbia Heights, Minnesota for its Comprehensive Annual Financial Report for the year ended December 31, 2010. The Certificate of Achievement is a prestigious national award that recognizes conformity with the highest standards for preparation of state and local government financial reports. In order to be awarded a Certificate of Achievement, a government unit must publish an easily readable and efficiently organized Comprehensive Annual Financial Report whose contents conform to program standards. The CAFR must satisfy both generally accepted accounting principles and applicable legal requirements. 7 A Certificate of Achievement is valid for a period of one year only. We believe our current report continues to conform to the Certificate of Achievement program requirements, and we are submitting it to the GFOA. The preparation of the Comprehensive Annual Financial Report on a timely basis was made possible by the dedicated service of the entire staff of the Finance Department. Each member of the department has our sincere appreciation for the contributions made in the preparation of this report. In closing, without the leadership and support of the City Manager and City Council, preparation of this report would not have been possible. Sincerely, Joseph P. Kloiber Finance Director 8 9 - This page intentionally left blank - 10 II. FINANCIAL SECTION 11 - This page intentionally left blank - 12 MANAGEMENT’S DISCUSSION AND ANALYSIS As management of the City of Columbia Heights, Minnesota (the City), we offer readers of the City of Columbia Heights’ financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended December 31, 2011. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal, which can be found in the introductory section of this report. Financial Highlights The assets of the City exceeded its liabilities at December 31, 2011, by $68,058,674 (net assets). Of this amount, $27,037,326 or 40% may be used to meet the City’s ongoing obligations to citizens and creditors. During 2011, the City’s total net assets increased by $1,395,090 or 2% from the prior year. Governmental activities provided $972,153 of this increase, and the City’s business-type activities provided the remaining $422,937. As of December 31, 2011, the combined fund balances of the City’s governmental funds were $24,436,268. This is a decrease of $1,002,840 or 4% from the prior year. Approximately 90 percent of this amount, $22,002,337 is available for use within the City’s constraints and policies. As of December 31, 2011, unassigned fund balance for the General fund was $5,655,693 (59 percent) of the total subsequent year General fund expenditures. During 2011, the City’s total bonded debt decreased by $2,632,998 to an end of year total of $25,645,000. This decrease was from the payment of principal due in the current year and the early payoff of the General Obligation Improvement/Revenue 2003A bonds. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City’s basic financial statements. The City’s basic financial statements are comprised of three components: 1) government- wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government-wide financial statements. The government-wide financial statements are designed to provide readers with a broad overview of the City’s finances, in a manner similar to a private-sector business. The statement of net assets presents information on all of the City’s assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. 15 Management’s Discussion and Analysis The statement of activities presents information showing how the City’s net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g. uncollected taxes and earned but unused vacation leave). Both of the government-wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the City include general government, public safety, public works, culture and recreation and community development. The business-type activities of the City include water, sanitary sewer, refuse, storm sewer and liquor operations. The government-wide financial statements are presented as Statements 1 and 2 of this report. Fund financial statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financial requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the City’s near term financial decisions. Both the governmental fund balance sheet and governmental fund statement of revenues, expenditures, and change in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for each major governmental fund. The major governmental funds in 2011 are as follows: • General Fund • 2008A Taxable G.O. Housing Improvement Area Bonds Fund • Public Safety Center Capital Building Fund • Municipal State Aid Street Fund • Capital Improvements General Government Buildings Fund 16 Management’s Discussion and Analysis • Capital Equipment Replacement General Government Fund • Capital Improvements-PIR Fund • Capital Improvements Development Fund Data from the other governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements elsewhere in this report. The City adopts an annual appropriated budget for its general and certain special revenue funds listed in the notes to the financial statements. A budgetary comparison statement has been provided for these funds to demonstrate compliance with this budget. The basic governmental fund financial statements are presented as Statements 3 through 5 of this report. Proprietary funds. The City maintains two different types of proprietary funds. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City uses enterprise funds to account for its water, sewer, refuse, storm sewer, and liquor operations. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City’s various functions. The City uses internal service funds to account for its central garage, information systems, insurance, and compensated absences services. Because the central garage, insurance and compensated absences services predominately benefit governmental rather than business-type functions, they have been included within governmental activities in the government-wide financial statements. And also, because the information systems services predominately benefit the business-type functions, it has been included within the business- type activities in the government-wide financial statements. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the water, sewer, refuse, storm sewer and liquor operations, all of which are considered to be major funds of the City. Conversely, the internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is provided in the form of combining statements elsewhere in this report. The basic proprietary fund financial statements are presented as Statements 6 through 8 of this report. Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government-wide financial statements because the resources of those funds are not available to support the City’s own programs. The accounting used for fiduciary funds is much like that used for proprietary funds. The basic fiduciary fund financial statement is presented as Statement 9 of this report. Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. 17 Management’s Discussion and Analysis Other information. Required supplementary information on funding for retiree health benefits is presented immediately following the budgetary comparison referred to above. The combining statements referred to earlier in connection with non-major governmental funds and internal service funds are presented immediately following the schedule of funding progress for the retiree health plan. Combining and individual fund statements and schedules are presented as Statements 12 through 66 of this report. Government-wide Financial Analysis As noted above, net assets may serve over time as a useful indicator of a government’s financial position. At December 31, 2011, the City’s assets exceeded its liabilities by $68,058,674. $37,426,428 or 55% of the City’s net assets, reflects its investment in capital assets (e.g. land, buildings, equipment and infrastructure) less any related debt used to acquire those assets that is still outstanding. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. It should be noted that, although net assets invested in capital assets are reported net of related debt, the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. In addition, a portion of the City’s net assets represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net assets, $27,037,326 or 40%, may be used to meet the City’s ongoing obligations to citizens and creditors. At December 31, 2011, the City is able to report positive balances in all three categories of net assets, both for the City as a whole, as well as for its separate governmental and business-type activities. 2011 2010 2011 2010 2011 2010 Assets: Current and other assets $31,471,777$32,269,084$8,270,979$8,480,960$39,742,756$40,750,044 Capital assets 43,322,05642,939,58414,906,22414,522,56158,228,28057,462,145 Total assets $74,793,833 $75,208,668 $23,177,203 $23,003,521 $97,971,036 $98,212,189 Liabilities: Current liabilities $2,853,908$2,753,559$1,685,835$1,027,725$4,539,743$3,781,284 Noncurrent liabilities 19,512,03020,999,3675,860,5906,767,95425,372,62027,767,321 Total liabilities $22,365,938$23,752,926$7,546,425$7,795,679$29,912,363$31,548,605 Net assets: Invested in capital assets net of related debt $28,095,261$26,279,178$9,331,167$8,044,184$37,426,428$34,323,362 Restricted 3,213,4552,034,030381,465438,2753,594,9202,472,305 Unrestricted 21,119,17923,142,5345,918,1476,725,38327,037,32629,867,917 Total net assets $52,427,895$51,455,742$15,630,779$15,207,842$68,058,674$66,663,584 CITY OF COLUMBIA HEIGHTS' NET ASSETS TotalsGovernmental Activities Business-Type Activities 18 Management’s Discussion and Analysis 2011 2010 2011 2010 2011 2010 Revenues: Program revenues: Charges for services $2,057,705 $2,336,094 $14,582,413 $14,143,485$16,640,118$16,479,579 Operating grants and contributions 930,251 1,061,343 66,163 36,653 996,414 1,097,996 Capital grants and contributions 1,539,716 3,616,597 - - 1,539,716 3,616,597 General revenues: Property taxes 9,069,092 8,825,502 - - 9,069,092 8,825,502 Tax increment collections 558,861 812,965 - - 558,861 812,965 Grants and contributions not restricted to specific programs 1,278,195 1,176,934 - - 1,278,195 1,176,934 Unrestricted investment earnings598,880 487,611 135,932 86,110 734,812 573,721 Gain on sale of capital assets 0 used in governmental activities 34,485 - - - 34,485 - Total revenues 16,067,185 18,317,046 14,784,508 14,266,248 30,851,693 32,583,294 Expenses: General government 2,039,6802,013,750 - - 2,039,6802,013,750 Public safety 5,549,6785,473,224 - - 5,549,6785,473,224 Public works 2,654,0472,777,966 - - 2,654,0472,777,966 Culture and recreation 2,576,4092,479,519 - - 2,576,4092,479,519 Community development 1,630,3502,295,574 - - 1,630,3502,295,574 Interest on long-term debt 909,858959,320 - - 909,858959,320 Water - - 2,370,0762,000,1012,370,076 2,000,101 Sewer - - 1,710,3811,478,5181,710,381 1,478,518 Refuse - - 1,561,6591,426,4861,561,659 1,426,486 Storm sewer - - 298,577272,355 298,577 272,355 Liquor - - 8,155,8887,910,9518,155,888 7,910,951 Total expenses 15,360,022 15,999,353 14,096,581 13,088,411 29,456,603 29,087,764 Increase (decreas e) in net assets before transfers 707,163 2,317,693 687,927 1,177,837 1,395,090 3,495,530 Transfers 264,990 92,044 (264,990) (92,044) - - Increase (decrease) in net assets 972,153 2,409,737 422,937 1,085,793 1,395,090 3,495,530 Net assets - January 1 51,455,742 49,046,005 15,207,842 14,122,049 66,663,584 63,168,054 Net assets - December 31 $52,427,895$51,455,742$15,630,779$15,207,842$68,058,674$66,663,584 Business-Type Activities Totals CITY OF COLUMBIA HEIGHTS' CHANGES IN NET ASSETS Governmental Activities Governmental activities. During the current year, governmental activities increased the City’s total net assets by $972,153. During the prior year, governmental activities increased the City’s net assets by $2,409,737. Key differences between the current and prior year change in net assets of governmental activities include: • Capital grants and contributions decreased by $2.1 million 2011, compared to the prior year. This was primarily due to two federal grants for replacement of a pedestrian bridge in 2010. • All other changes in revenues of the governmental activities were approximately offsetting. For example, a continuing decline in state aid revenue was offset by an increase in general property taxes under the City’s multi-year plan to phase out reliance on state aid for general operations. Also a decline in tax increment 19 Management’s Discussion and Analysis collections in 2011, due to the expiration of certain tax increment districts, was somewhat offset by the parcels from those expired districts now being subject to the City’s general property tax levy. • Expenses of the governmental activities decreased by $639,331 in 2011, compared to the prior year. Most of this expense decrease was in the community development function. This decrease ($270,875) was partially a result of a smaller capital improvement expense at Parkview Villa North. A change in architects pushed progress on the improvement back. The other large part of this difference is from the adjustment to lower of cost or net realized value. In 2010 the City purchased and demolished buildings on twenty three properties, in 2011 only six properties where purchased. There was a much larger adjustment in 2010 compared to 2011. • The net transfers-in from the City’s business-type activities to its governmental activities increased by $172,946. This net increase primarily reflects the use fund balance in the Capital Improvement – General Government Building fund for yard improvements at the Central Garage, an internal service fund. 20 Management’s Discussion and Analysis Business-type activities. In 2011, business-type activities increased the City’s total net assets by $422,937 or less than 1%. In the prior year, business-type activities increased the City’s net assets by $1,085,793 or 2%. The key differences between the current and prior year change in business-type activities net assets were the following: • In 2011, the aging water meter reading system underwent a battery replacement program. The program expenses for the replacement project were nearly $230,000 and are expected to be completed in 2012. • The liquor fund saw an increase in net assets of $129,436. Sales by the liquor operation increased in 2011 by $337,361 or 4.1% over 2010. The liquor operations regularly see growth from year to year, 2011 sales grew at a greater rate, 3.2% compared to 2.5% in 2010. 21 Management’s Discussion and Analysis 22 Management’s Discussion and Analysis Financial Analysis of the City’s Funds As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance- related legal requirements. Governmental funds. The focus of the City’s governmental funds is to provide information on near- term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City’s financing requirements. In particular, unreserved fund balance may serve as a useful measure of a government’s net resources available for spending at the end of the fiscal year. At December 31, 2011, the City’s governmental funds reported combined fund balances of $24,436,268. Committed, assigned and unassigned fund balance, which is available for spending at the City’s discretion, has a balance of $18,559,946. The remainder of fund balance is nonspendable or restricted to indicate that it is not available for new spending because it has already been obligated to pay debt service ($1,916,771), land held for resale ($1,945,188), prepaid items ($83,813), interfund loans ($405,000), tax increment ($1,150,532) and other restrictions. The general fund is the chief operating fund of the City. In 2011, fund balance in the general fund increased by $526,816 or 10%. In the prior year, fund balance in the general fund increased by $546,088 or 11%. Key differences between the current and prior year change in the fund balance of the general fund include the following: • Total general fund revenue remained approximately same in 2011 as in the prior year. The amount of the tax levy increase compared to 2010, increasing tax revenue by approximately $490,000. • Total general fund expenditures increased $179,907 or 2% in 2011, as compared to the prior year. $19,000 was previously expensed in a non-major fund is now in the General Fund related to Police Community Programs $18,000 worth of building repairs at Murzyn Hall $20,000 repair at City Hall for a watermain break and replacement water meter $20,000 for a remodel project underwent at City Hall $32,000 increase in personnel costs in the Fire department due to a contract settlement in December 2010 for a 3% salary increase and pay adjustment to volunteer firefighters 23 Management’s Discussion and Analysis The changes in fund balance of the other major governmental funds in 2011, and key elements of those changes, were as follows: • The Public Safety Center Capital Building Fund decreased to $0. This reflects the construction completion of the facility. • The Municipal State Aid Street Fund decreased by $201,211. This decrease reflects the 2011 transfer of revenue received in prior years to the nonmajor governmental funds for certain debt service. 2011 expenditures were slightly greater in this fund. • The Capital Improvements General Government Buildings Fund decreased by $319,067. City Hall underwent several building improvements in 2011. Fund balance was used to cover the expenses. • The Capital Equipment Replacement General Government Fund decreased by $25,611. This is the amount by which 2011 equipment purchases exceeded 2011 investment income and transfers-in for equipment purchases. • The Capital Improvements PIR Fund decreased by $453,588. This primarily reflects the 2011 transfer of certain special assessments and other sources received by this fund in prior years to the nonmajor governmental funds for debt service purposes. • The Capital Improvements Development Fund increased by $24,603. This primarily reflects less activity in redevelopment for 2011. The combined total fund balances of the nonmajor governmental funds decreased by $225,727 or slightly greater than 2% in 2011. Whereas in the prior year, combined total fund balances of the nonmajor governmental funds increased by $69,153 or 1%. This difference involved numerous changes, but the most significant elements included: • The G.O. Improvement/Revenue Bonds 2003A fund decreased by $484,055. In December, the City elected to pay the remainder of the bond issue off, reducing the fund balance to zero. • The Capital Improvement Park fund decreased by $267,134. This primarily reflects the reconstruction of Ramsdell Park. • The special revenue funds saw an increase in charges for services of $81,012. There was also an increase and decrease of transfers in and out, respectively. Proprietary funds. The City’s proprietary funds provide the same type of information that is found in the government-wide financial statements for business-type activities, but in more detail. At December 31, 2011, net assets of the major proprietary funds included the following amounts of unrestricted net assets (deficit): • Water Fund $563,281 • Sewer Fund $1,975,366 24 Management’s Discussion and Analysis • Refuse Fund $988,745 • Storm Sewer Fund $32,869 • Liquor Fund $1,949,754 The 20111 increase (decreases) in net assets of the major proprietary funds included the following: • Water Fund $104,783 • Sewer Fund ($220,432) • Refuse Fund $146,951 • Storm Sewer Fund $63,769 • Liquor Fund $286,818 Other factors concerning the finances of the proprietary funds are addressed above in the analysis of the City’s business-type activities. Budgetary Highlights General fund. The changes between the original and final 20111 general fund budget consist of: • An increase of $91,744 to budgeted public safety expenditures consisted of a $20,000 budget increase from the reclassification of the Police Community Programs fund from a special revenue fund to the general fund and the remainder, an equal increase to the combined amount budgeted for intergovernmental revenue and charges for services. This reflects additional police and fire services and training funded by external entities after the adoption of the original budget. • A reclassification of $285,626 from tax revenue to intergovernmental revenue – market value homestead credit. The City’s policy is to adopt the original budget using the classifications required to certify the annual tax levy to Anoka County for collection. A portion of the tax levy certified under this classification is never actually received from the County in the form of tax revenue. This portion is received from the State of Minnesota as intergovernmental revenue - the market value homestead credit. Each year, after the levy has been adjusted for this item by Anoka County, an amendment to the original budget is recorded to reflect the County’s adjustment. Actual general fund revenues in 20111 were more than budgeted by $70,714 or 1%. This variance was primarily the result of the following: • Actual local government aid received from the State of Minnesota was $469,842 more than budgeted for in 2011. This was however, offset by the actual amount of market value homestead credit received from the State of Minnesota being $112,816 and tax revenue $175,427 less than budgeted. • The investment income produced much greater results then had been anticipated. A conservative estimate was put on investment income which exceeded that estimate by $20,000. With lower interest rates for long term bonds, the City has adopted a temporary 25 Management’s Discussion and Analysis strategy of holding more investments in shorter term securities and money market accounts. When rates increase, the City will revert to its prior investment strategy. Actual general fund expenditures in 2011 were less than budgeted by $649,468 or 6%. The two largest element of this variance were $289,936 in the parks and recreation departments and $109,080 in the police department. • Police department personnel cost were $169,119 under budget. An early retirement of a long term employee at the beginning of the early left a vacancy for the remainder of the year. The police department also had an officer out on military leave for most of the year. • In the parks and recreation department a full-time maintenance position was left unfilled. • Other operations in the recreation department were able to use grant funds instead of budgeted general fund money to hire seasonal summer youth enrichment supervisors. • In 2010 the City opened a new gymnasium facility. When budgeting for 2011 there was not sufficient information to accurately budget for the facilities, which was under the budgeted amount by $62,323. Significant staffing was budgeted for the facility, but much of the actual staffing was achieved by relocating existing staff from other facilities. The remaining $250,452 of the general fund expenditure budget variance was spread across all departments of the general fund, other than police and parks and recreation. To a large extent, this reflects a continuation of cost reduction measures implemented in 2009 in response to state aid reductions and weak economic conditions in general. Capital Asset and Debt Administration Capital assets. The City’s capital assets for its governmental and business-type activities as of December 31, 2011, amount to $58,228,312 net of accumulated depreciation. This investment in capital assets includes land, buildings, equipment, infrastructure, and construction in progress. Note that real estate that is only held for resale is not included here in the analysis of capital assets used in governmental and business-type activities. At December 31, 2011, the City had $152,000 of noncancellable contractual commitments for construction in 2011. Significant capital asset activity during 2011 included the following: Year Project StartedCost to DateStatus Central avenue pedestrian bridge 2009 2,962,199 in-progress Street reconstruction - Zone 6 2011 1,072,895 in-progress Ramsdell Park reconstruction 2011 413,791 in-progress Watermain & Sanitary Sewer lining2011 595,097 in-progress As of December 31, 2011 26 Management’s Discussion and Analysis City of Columbia Heights’ Capital Assets Beginning Ending BalanceAdditionsDeletionsBalance Governmental activities: Capital assets - not being depreciated: Land $4,891,781$ - $ - $4,891,781 Construction in progress 3,683,069 1,562,463 (619,277) 4,626,255 Total capital assets not being depreciated 8,574,850 1,562,463 (619,277) 9,518,036 Capital assets - being depreciated: Buildings 27,385,274 573,598 - 27,958,872 Equipment 7,783,526 477,712 (285,551) 7,975,687 Infrastructure 25,435,996 478,606 - 25,914,602 Total capital assets being depreciated 60,604,796 1,529,916 (285,551) 61,849,161 Less accumulated depreciation for: Buildings 9,964,703 689,863 - 10,654,566 Equipment 4,907,449 514,680 (279,037) 5,143,092 Infrastructure 11,367,910 879,573 - 12,247,483 Total accumulated depreciation 26,240,062 2,084,116 (279,037) 28,045,141 Capital assets being depreciated - net 34,364,734 (554,200) (6,514) 33,804,020 Governmental activities capital assets - net42,939,584 1,008,263 (625,791) 43,322,056 Business-type activities: Capital assets - not being depreciated: Land $2,343,247$ - $ - 2,343,247 Construction in progress 303,508 870,091 (103,820) 1,069,779 Total capital assets not being depreciated 2,646,755 870,091 (103,820) 3,413,026 Capital assets - being depreciated: Buildings 4,581,314 - - 4,581,314 Equipment 2,031,792 140,027 - 2,171,819 Infrastructure 14,380,606 103,820 - 14,484,426 Total capital assets being depreciated 20,993,712 243,847 021,237,559 Less accumulated depreciation for: Buildings 970,232 131,654 - 1,101,886 Equipment 1,363,180 128,528 - 1,491,708 Infrastructure 6,784,494 366,241 - 7,150,735 Total accumulated depreciation 9,117,906 626,423 09,744,329 Capital assets being depreciated - net 11,875,806 (382,576) 011,493,230 Business-type activities capital assets - net14,522,561 487,515 (103,820) 14,906,256 Total capital assets - net 57,462,145 1,495,778 (729,611) 58,228,312 Additional information on the City’s capital assets can be found in Note 4 to the financial statements. Long-term debt. During 20111, the City’s total bonded debt decreased by $2,632,998 to an end of year total of $25,645,000. This decrease was from the payment of principal due in the current year and the early payoff of the 2003A GO bonds. Bonded debt outstanding at year end included general obligation bonds, all of which are backed by the full faith and credit of the City, and revenue bonds, for which only revenues from the related projects financed are pledged for repayment. Some of the general obligation bonds have specific revenue sources pledged other than property taxes, but in the 27 Management’s Discussion and Analysis event those other sources were insufficient, the City would be required to fund the shortfall through property taxes. State statute limits the amount of certain general obligation debt that a Minnesota city may issue to 3% of the taxable market value of property within a city’s taxing jurisdiction. At December 31, 2011, the City’s debt limit under this statute was $35,278,494 and $12,698,431 of the City’s outstanding debt was of the type to which this limit applies. City of Columbia Heights’ Long-Term Debt 2011 2010 2011 2010 2011 2010 General obligation bonds: Repaid only with general taxes$12,698,431$13,855,000$ - $ - $12,698,431$13,855,000 With other pledged revenues 4,102,2994,556,7501,304,2702,128,2485,406,5696,684,998 Revenue bonds 2,790,0002,838,0004,750,0004,900,0007,540,0007,738,000 Compensated absences 944,689866,723161,109137,1481,105,7981,003,871 Postemployment benefits other than pensions 58,761 30,661 - - 58,761 30,661 $20,594,180$22,147,134$6,215,379$7,165,396$26,809,559$29,312,530 Governmental Activities Business-Type Activities Totals At December 31, 2011, the City’s general obligation bonds have an AA rating from Standard and Poor’s and Aa2 rating from Moody’s. The outstanding revenue bonds of the business activities at December 31, 2011, are repaid only with lease revenue and have an A1 rating from Moody’s. The outstanding revenue bonds of the governmental activities at December 31, 2011, are repaid only with tax increment and are unrated. In addition to bonded debt, at year end there was long-term debt in the amount of $1,105,798 and $58,761 respectively, for compensated absences and post-employment health insurance. Additional information on the City’s long-term debt can be found in Note 6 to the financial statements. Economic Factors and Next Year’s Budget In 2011, the average annual unemployment rate for Anoka County, which includes the City, was 6.7%. This is a decrease from a rate of 7.5% from the prior year. This compares to the average 2011 state and national rates of 5.7% and 9.0% respectively. Inflationary trends in the region compare favorably to national trends. These factors were considered in preparing the City of Columbia Heights’ 2011 budget. Requests For Information. This financial report is designed to provide a general overview of the City of Columbia Heights finances for all those with an interest in the government’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the City of Columbia Heights, Finance Department, 590 40th Avenue NE, Columbia Heights, Minnesota 55421-3878. 28 BASIC FINANCIAL STATEMENTS 29 CITY OF COLUMBIA HEIGHTS, MINNESOTA STATEMENT OF NET ASSETS Statement 1 December 31, 2011 Page 1 of 2 With Comparative Totals For December 31, 2010 GovernmentalBusiness-Type ActivitiesActivities20112010 Current assets: Cash and investments$24,790,279$4,042,728$28,833,007$29,549,146 Cash and investments with fiscal agent - 399,254399,254399,254 Receivables: Accounts (net of allowance for uncollectibles)118,0571,432,3921,550,4491,479,456 Special assessments - current511,412 - 511,412492,979 Taxes 436,551 - 436,551535,070 Interest62,14313,70075,843124,564 Due from other governmental units - current712,0041,228713,2321,240,039 Internal balances148,965(148,965) - - Prepayments189,195172,348361,543293,340 Inventory - at cost - 2,358,2942,358,2942,361,780 Real estate held for resale1,945,117 - 1,945,1171,547,025 Total current assets28,913,7238,270,97937,184,70238,022,653 Noncurrent assets: Special assessments receivable - noncurrent2,558,054 - 2,558,0542,683,791 Loans receivable - noncurrent - - - 43,600 Due from other governmental units - noncurrent - - - - Capital assets (net of accumulated depreciation): Land4,891,7812,343,2477,235,0287,235,028 Buildings17,304,3053,479,42820,783,73321,031,653 Equipment2,832,595680,1123,512,7073,544,691 Infrastructure13,667,1197,333,69121,000,81021,664,196 Construction in process4,626,2561,069,7475,696,0033,986,577 Total noncurrent assets45,880,11014,906,22560,786,33560,189,536 Total assets74,793,83323,177,20497,971,03798,212,189 Totals Primary Government Assets The accompanying notes are an integral part of these financial statements. 30 CITY OF COLUMBIA HEIGHTS, MINNESOTA STATEMENT OF NET ASSETS Statement 1 December 31, 2011 Page 2 of 2 With Comparative Totals For December 31, 2010 GovernmentalBusiness-Type ActivitiesActivities 2011 2010 Current liabilities: Accounts payable $535,917$720,652$1,256,569$792,514 Accrued salaries and withholdings payable 258,668 45,989 304,657 203,029 Contracts payable - retained percentage 133,048 42,760 175,808 157,723 Due to other governmental units 242,507 397,796 640,303 356,532 Unearned revenue 218,857 - 218,857 179,543 Accrued interest payable 348,671 123,849 472,520 513,826 Deposits 34,090 - 34,090 32,908 Compensated absences payable - current 110,150 18,789 128,939 132,209 Bonds payable - current 972,000 336,0001,308,0001,413,000 Total current liabilities 2,853,9081,685,8354,539,7433,781,284 Noncurrent liabilities: Compensated absences payable - noncurrent 834,539 142,320 976,859 871,662 Other postemployment benefits payable - noncurrent 58,761 - 58,761 30,661 Bonds payable - noncurrent 18,618,7305,718,27024,337,00026,864,998 Total noncurrent liabilities 19,512,0305,860,59025,372,62027,767,321 Total liabilities 22,365,9387,546,42529,912,36331,548,605 Invested in capital assets - net of related debt 28,095,2619,331,16737,426,42834,323,362 Restricted for: Debt service 1,476,896 381,4651,858,3611,463,495 Tax increment purposes 1,361,471 - 1,361,4711,008,810 Other purposes 375,088 - 375,088 - Unrestricted 21,119,1795,918,14727,037,32629,867,917 Total net assets $52,427,895$15,630,779$68,058,674$66,663,584 Liabilities Net assets Primary Government Totals The accompanying notes are an integral part of these financial statements. 31 CITY OF COLUMBIA HEIGHTS, MINNESOTA STATEMENT OF ACTIVITIES For The Year Ended December 31, 2011 With Comparative Totals For The Year Ended December 31, 2010 Charges For Expenses Services Functions/Programs Primary government: Governmental activities: General government $2,039,680 $189,641 Public safety 5,549,678 697,656 Public works 2,654,047 48,303 Culture and recreation 2,576,409 159,829 Community development 1,630,350 962,276 Interest on long-term debt 909,858 - Total governmental activities 15,360,022 2,057,705 Business-type activities: Water 2,370,076 2,530,803 Sewer 1,710,381 1,523,852 Refuse 1,561,659 1,682,178 Storm sewer 298,577 350,618 Liquor 8,155,888 8,494,962 Total business-type activities 14,096,581 14,582,413 Total primary government $29,456,603 $16,640,118 The accompanying notes are an integral part of these financial statements. 32 Statement 2 Operating Capital Grants andGrants andGovernmentalBusiness-Type ContributionsContributionsActivities Activities 2011 2010 $ - $38,399($1,811,640)$ - ($1,811,640)($1,626,903) 563,914 11,303(4,276,805) - (4,276,805)(4,182,511) 176,578 1,314,547(1,114,619) - (1,114,619)280,891 76,864 - (2,339,716) - (2,339,716)(2,100,495) 112,895 175,467 (379,712) - (379,712)(396,981) - - (909,858) - (909,858)(959,320) 930,251 1,539,716(10,832,350)0(10,832,350)(8,985,319) - - - 160,727 160,727 503,405 - - - (186,529)(186,529)115,804 66,163 - - 186,682 186,682 152,479 - - - 52,041 52,041 72,731 - - - 339,074 339,074 247,308 66,163 0 0 551,995 551,995 1,091,727 $996,414$1,539,716(10,832,350)551,995(10,280,355)(7,893,592) General revenues: Property taxes 9,069,092 - 9,069,092 8,825,502 Tax increment collections 558,861 - 558,861 812,965 Grants and contributions not restricted to specific programs 1,278,195 - 1,278,195 1,176,934 Unrestricted investment earnings 598,880 135,932 734,812 573,721 Gain on sale of capital assets used in governmental activities 34,485 - 34,485 - Transfers 264,990 (264,990) - - Total general revenues and transfers11,804,503 (129,058)11,675,44511,389,122 Change in net assets 972,153 422,937 1,395,090 3,495,530 Net assets - January 1 51,455,74215,207,84266,663,58463,168,054 Net assets - December 31 $52,427,895$15,630,779$68,058,674$66,663,584 Totals Net (Expense) Revenue and Changes in Net AssetsProgram Revenues Primary Government The accompanying notes are an integral part of these financial statements. 33 CITY OF COLUMBIA HEIGHTS, MINNESOTA BALANCE SHEET GOVERNMENTAL FUNDS December 31, 2011 General Fund 2008A Taxable GO Housing Improvement Area Bonds Fund Public Safety Center Capital Building Fund Municipal State Aid Street Fund Assets Cash and investments $5,850,939 $174,855$ - $170,723 Receivables: Accounts 27,456 - - - Special assessments - 870,735 - - Taxes 390,150 - - - Interest 15,443 300 - - Loans - - - - Due from other governmental units 152,911 - - 351,852 Interfund receivable 392,396 - - - Prepayments 80,767 - - - Real estate held for resale - - - - Total assets $6,910,062$1,045,890 $0 $522,575 Liabilities and Fund Balances Liabilities: Accounts payable $128,693$ - $ - $1,175 Accrued salaries and withholdings payable 231,483 - - 675 Contracts payable - retained percentage - - - 54,372 Due to other governmental units 204,679 - - - Interfund payable 2,280 - - 294,973 Deferred revenue 473,872 870,735 - 83,000 Deposits - - - - Total liabilities 1,041,007 870,735 0 434,195 Fund balance: Nonspendable 80,767 - - - Restricted - 175,155 - - Committed 132,595 - - 88,380 Assigned - - - - Unassigned 5,655,693 - - - Total fund balances 5,869,055 175,155 0 88,380 Total liabilities and fund balances $6,910,062$1,045,890 $0 $522,575 Fund balance reported above Amounts reported for governmental activities in the statement of net assets are different because: Capital assets used in governmental activities are not financial resources, and therefore, are not reported in the funds. Other long-term assets are not available to pay for current-period expenditures and, therefore, are deferred in the funds. Internal service funds are used by management to charge the costs of garage, information systems, insurance and compensated absences to individual funds. With the exception of the information systems fund which is a business-type fund, the assets and liabilities of the internal service funds are included in the governmental activities in the statement of net assets. Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. Net assets of governmental activities The accompanying notes are an integral part of these financial statements. 34 Statement 3 Capital Improvements General Gov't Buildings Capital Equipment Replacement General Gov't Capital Improvements PIR Fund Capital Improvement Development Other Governmental Funds Interfund Eliminations Total Governmental Funds 2011 $1,291,099$3,968,596$846,105$1,980,346$8,070,702$ - $22,353,365 3,106 - - 6,026 78,476 - 115,064 - - 2,198,731 - - - 3,069,466 - - - - 46,401 - 436,551 4,300 12,300 3,500 5,600 16,900 - 58,343 - - - - - - - - - 13,101 - 194,140 - 712,004 - 499,000 - - 27,308 (419,704)499,000 - - - - 3,046 - 83,813 - - 53,300 144,2701,747,547 - 1,945,117 $1,298,505$4,479,896$3,114,737$2,136,242$10,184,520($419,704)$29,272,723 $22,434$ - $83,445 $3,842$173,442$ - $413,031 - - 922 - 21,931 - 255,011 1,509 - 48,946 - 13,790 - 118,617 - - - 138 37,690 - 242,507 - - - - 164,090 (419,704)41,639 - - 2,192,747 - 111,206 - 3,731,560 - - 6,331 - 27,759 - 34,090 23,943 02,332,391 3,980 549,908 (419,704)4,836,455 - 405,000 53,300 144,2701,750,593 - 2,433,930 - - - - 3,265,495 - 3,440,650 1,274,5624,074,896 729,0461,987,9924,619,565 - 12,907,036 - - - - - - - - - - - (1,041) - 5,654,652 1,274,5624,479,896 782,3462,132,2629,634,612 024,436,268 $1,298,505$4,479,896$3,114,737$2,136,242$10,184,520($419,704)$29,272,723 $24,436,268 42,000,243 3,519,936 2,469,610 (19,998,162) $52,427,895 The accompanying notes are an integral part of these financial statements. 35 CITY OF COLUMBIA HEIGHTS, MINNESOTA STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE GOVERNMENTAL FUNDS For The Year Ended December 31, 2011 General Fund 2008A Taxable GO Housing Improvement Area Bonds Fund Public Safety Center Capital Building Fund Municipal State Aid Street Fund Revenues: Taxes $7,263,658$ - $ - $ - Tax increment collections - - - - Special assessments - 105,612 - - Licenses and permits 158,385 - - - Intergovernmental 1,671,165 - - 718,358 Charges for services 589,915 - - 968 Fines and forfeitures 146,140 - - - Investment income: Interest and dividends 94,441 2,000 1,600 - Change in fair value 52,150 1,100 900 - Other revenues 6,156 - - 5,090 Total revenues 9,982,010 108,712 2,500 724,416 Expenditures: Current: General government 1,779,323 - - - Public safety 4,925,309 - 15,207 - Public works 1,335,963 - - 121,794 Culture and recreation 1,442,978 - - - Community development - - - - Capital outlay: General government 28,475 - - - Public safety 14,791 - - - Public works 56,978 - - 680,833 Culture and recreation 9,084 - - - Community development - - - - Debt service: Principal retirement - 45,000 - - Interest and fiscal charges - 52,295 - - Developer incentives - - - - Total expenditures 9,592,901 97,295 15,207 802,627 Revenues over (under) expenditures 389,109 11,417 (12,707)(78,211) Other financing sources (uses): Transfers in 371,397 - - - Transfers out (233,690) - (329,507)(123,000) Sale of capital assets - - - - Total other financing sources (uses)137,707 0 (329,507)(123,000) Net change in fund balance 526,816 11,417 (342,214)(201,211) Fund balance - January 1 5,342,239 163,738342,214 289,591 Fund balance - December 31 $5,869,055$175,155 $0 $88,380 The accompanying notes are an integral part of these financial statements. 36 Statement 4 Capital Improvements General Gov't Buildings Capital Equipment Replacement General Gov't Capital Improvements PIR Fund Capital Improvement Development Other Governmental Funds Interfund Eliminations Total Governmental Funds 2011 $ - $ - $ - $ - $1,870,815$ - $9,134,473 - - - - 548,960 - 548,960 - - 623,715 - - - 729,327 - - - - 219,972 - 378,357 38,399 - - - 392,497 - 2,820,419 - - 42,2642,7001,016,808 - 1,652,655 - - - - 23,949 - 170,089 26,50076,00021,70034,700106,089 - 363,030 14,70042,10012,00019,20057,000 - 199,150 3,106 - 1,50732353,991 - 70,173 82,705 118,100 701,186 56,923 4,290,081 0 16,066,633 10,579 - 5,007 - 85,348 - 1,880,257 - 11,50153,284 - 32,247 - 5,037,548 - 5,63244,988 - 1,150 - 1,509,527 10,662 - - - 853,053 - 2,306,693 - - - 95,5611,225,870 - 1,321,431 115,554 - - - - - 144,029 - 80,490 - - - - 95,281 - 112,138501,565 - 531,273 - 1,882,787 99,241 32,542 - - - - 140,867 - - - 26,759 13,790 - 40,549 - - - - 1,614,022 - 1,659,022 - - - - 883,110 - 935,405 - - - - 181,638 - 181,638 236,036 242,303 604,844 122,320 5,421,501 0 17,135,034 (153,331)(124,203)96,342 (65,397)(1,131,420)0 (1,068,401) 22,536 66,343 16,154 90,0001,317,191(1,557,038)326,583 (188,272)(8,750)(566,084) - (409,757)1,557,038(302,022) - 40,999 - - - - 40,999 (165,736)98,592 (549,930)90,000 907,434 0 65,560 (319,067)(25,611)(453,588)24,603 (223,986)0 (1,002,841) 1,593,6294,505,5071,235,9342,107,6599,858,598 - 25,439,109 $1,274,562$4,479,896$782,346$2,132,262$9,634,612 $0$24,436,268 The accompanying notes are an integral part of these financial statements. 37 - This page intentionally left blank - 38 CITY OF COLUMBIA HEIGHTS, MINNESOTA RECONCILIATION OF THE STATEMENT OF REVENUES,Statement 5 EXPENDITURES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES For The Year Ended December 31, 2011 Amounts reported for governmental activities in the statement of activities (Statement 2) are different because: Net changes in fund balances - total governmental funds (Statement 4)($1,002,841) Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. The difference is the amount by which outlays for capital assets exceeded depreciation in the current year.184,398 The net effect of various miscellaneous transactions involving capital assets, such as sales, trade-ins and abandonments was a decrease in net assets (6,514) The issuance of long-term debt provides current financial resources to the governmental funds, while repayment of the principal of long-term debt consumes the current financial resources of the governmental funds. Neither transaction has any effect on net assets however. This amount is the net effect of these differences in the treatment of long-term debt.1,659,020 Interest that accrues in the prior year on long-term debt, that is paid in the current year, consumes current financial resources, and is therefore reported in the governmental funds. It does not reduce net assets however, and is not reported as an expense in the statement of activities.25,547 Other postemployment employee benefits that accrue in the current year, but are not paid in the current year, do not consume current financial resources, and are therefore not reported in the governmental funds. They do reduce net assets however, and are reported as an expense in the statement of activities.(28,100) Revenue earned in prior years, that first becomes available in the current year, is reported in the governmental funds. Whereas, this amount was reported in the statement of activities in the prior year(s) in which it was earned.(69,331) The net expenses of certain activities of internal service funds are reported within governmental activities in the statement of activities.209,974 Change in net assets of governmental activities (Statement 2)$972,153 The accompanying notes are an integral part of these financial statements. 39 CITY OF COLUMBIA HEIGHTS, MINNESOTA STATEMENT OF NET ASSETS PROPRIETARY FUNDS December 31, 2011 Assets:Water Utility FundSewer Utility Fund Current assets: Cash and cash equivalents $559,410$1,759,137 Cash and cash equivalents with fiscal agent - - Receivables: Accounts (net of allowance for uncollectibles)543,527370,478 Interest 3,5005,500 Due from other governmental units - current - - Interfund receivable 12,04175,229 Prepayments - 74,917 Inventory - at cost 1,712 - Total current assets1,120,190 2,285,261 Noncurrent assets: Capital assets: Land 45,22336,586 Construction in progress 479,626 550,773 Buildings 559,826 100,426 Equipment 462,515 840,942 Infrastructure 7,524,209 5,482,680 Total capital assets 9,071,399 7,011,407 Less: accumulated depreciation(4,044,729)(4,146,206) Net capital assets5,026,6702,865,201 Totalnoncrrentassets 5026670 2865201 Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. Total noncurrent assets 5,026,670 2,865,201 Total assets 6,146,860 5,150,462 Liabilities: Current liabilities: Accounts payable 18,271 228,179 Accrued salaries and withholdings payable 5,877 6,965 Due to other governmental units 302,698 - Interfund payable 398,000 - Contracts payable - 42,760 Accrued interest payable 16,795 - Deferred revenue - - Compensated absences payable - current 3,330 3,731 Bonds payable - current 152,880 - Total current liabilities 897,851 281,635 Noncurrent liabilities: Compensated absences payable - noncurrent 25,222 28,260 Bonds payable - noncurrent 951,490 - Total noncurrent liabilities 976,712 28,260 Total liabilities 1,874,563 309,895 Net assets: Invested in capital assets, net of related debt 3,524,300 2,865,201 Restricted for debt service 184,716 - Unrestricted 563,281 1,975,366 Total net assets $4,272,297 $4,840,567 Adjustments to reflect the consolidation of internal service fund activities related to enterprise funds Net assets of business-type activities The accompanying notes are an integral part of these financial statements. 40 Statement 6 Business-Type Activities - Enterprise Funds Refuse Utility Fund Storm Sewer Utility FundLiquor Fund Interfund Eliminations Total Enterprise FundsInternal Service Funds 20112011 $789,747$36,111$277,781$ - $3,422,186$3,057,456 - - 399,254 - 399,254 - 432,52985,589269 - 1,432,3922,993 2,200500200 - 11,9005,600 - - 1,228 - 1,228 - - - - (45,631)41,639 - - - 97,431 - 172,34846,809 - - 2,356,582 - 2,358,29458,573 1,224,476 122,200 3,132,745 (45,631)7,839,241 3,171,431 - 254,7242,006,714 - 2,343,24715,779 - 39,348 - - 1,069,74761,935 6,000 - 3,915,062 - 4,581,3141,780,253 108,690190,653386,314 - 1,989,114381,616 - 1,477,536 - - 14,484,425 - 114,690 1,962,261 6,308,090 0 24,467,847 2,239,583 (113,490)(632,546)(673,314) - (9,610,285)(869,108) 1,2001,329,7155,634,776 - 14,857,5621,370,475 1200 1329715 5634776 0 14857562 1370475 The accompanying notes are an integral part of these financial statements. 1,200 1,329,715 5,634,776 0 14,857,562 1,370,475 1,225,676 1,451,915 8,767,521 (45,631)22,696,803 4,541,906 227,885 3,380 238,904 - 716,619 126,919 3,007 2,251 20,127 - 38,227 11,418 - - 95,098 - 397,796 - - 146,630 - (45,631)498,999 - - - - - 42,760 14,431 - 3,307 103,747 - 123,849 - - - - - - 7,233 588 91 9,698 - 17,438 113,281 - 28,120 155,000 - 336,000 - 231,480 183,779 622,574 (45,631)2,171,688 273,282 4,451 693 73,463 - 132,089 842,991 - 171,780 4,595,000 - 5,718,270 - 4,451 172,473 4,668,463 0 5,850,359 842,991 235,931 356,252 5,291,037 (45,631)8,022,047 1,116,273 1,200 1,028,815 1,363,961 - 8,783,477 - - 33,979 162,769 - 381,464 - 988,545 32,869 1,949,754 - 5,509,815 3,425,633 $989,745 $1,095,663 $3,476,484 $0 14,674,756 $3,425,633 956,023 $15,630,779 The accompanying notes are an integral part of these financial statements. 41 CITY OF COLUMBIA HEIGHTS, MINNESOTA STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS PROPRIETARY FUNDS For The Year Ended December 31, 2011 Water Utility FundSewer Utility FundRefuse Utility Fund Operating revenues: Charges for services $156,930 $1,521,142 $1,682,178 Charges for sales, net of discounts (Note 1C)2,290,210 - - Sale of water meters 82,853 - - Total operating revenues 2,529,993 1,521,142 1,682,178 Operating expenses: Cost of sales, services and goods sold 1,192,653 901,096 1,381,227 Operating expense 870,901 590,875 123,004 Depreciation 204,716 170,740 300 Total operating expenses 2,268,270 1,662,711 1,504,531 Net income (loss) from operations 261,723 (141,569)177,647 Nonoperating revenues (expenses): Investment income: Interest and dividends 34,000 57,332 21,000 Intergovernmental - - 66,163 Miscellaneous revenues 505 2,710 - Interest and fiscal charges (58,425) - - Total nonoperating revenues (expenses)(23,920)60,042 87,163 Net income (loss) before transfers 237,803 (81,527)264,810 Transfers in 2,943 - - Transfers out (135,963)(138,905)(117,859) Total transfers and capital contributions (133,020)(138,905)(117,859) Change in net assets 104,783 (220,432)146,951 Total net assets - January 1 4,167,514 5,060,999 842,794 Total net assets - December 31 $4,272,297 $4,840,567 $989,745 Change in net assets as reported above Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds Change in net assets of business-type activities Reconciliation of capital contributions and interfund transfers: Amount reported above Amounts reported for business-type activities in the statement of activities are different because: Adjustment to reflect consolidation of internal service fund activities Transfer in of capital assets from governmental activities Amounts reported on the statement of activities Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. 42 Statement 7 Storm Sewer Utility Fund Liquor Fund Interfund Eliminations Total Enterprise Funds Internal Service Funds 2011 2011 $349,964 $ - $ - $3,710,214 $976,593 - 8,494,962 - 10,785,172 174,493 - - - 82,853 - 349,964 8,494,962 0 14,578,239 1,151,086 - 6,413,886 - 9,888,862 1,336,141 206,604 1,310,983 - 3,102,367 - 81,450 148,673 - 605,879 72,152 288,054 7,873,542 0 13,597,108 1,408,293 61,910 621,420 0 981,131 (257,207) 4,700 1,500 - 118,532 54,100 - - - 66,163 - 654 - - 3,869 (1,300) (12,245)(237,147) - (307,817) - (6,891)(235,647)0 (119,253)52,800 55,019 385,773 0 861,878 (204,407) 8,750 - (2,943)8,750 473,272 - (98,955)2,943 (488,739)(17,843) 8,750 (98,955)0 (479,989)455,429 63,769 286,818 0 381,889 251,022 1,031,894 3,189,666 - 14,292,867 3,174,611 $1,095,663 $3,476,484 $0 $14,674,756 $3,425,633 $381,889 41,048 $422,937 Transfers - Net ($488,740) 215,000 8,750 ($264,990) Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. 43 CITY OF COLUMBIA HEIGHTS, MINNESOTA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For The Year Ended December 31, 2011 Water Utility FundSewer Utility Fund Cash flows from operating activities: Cash received from customers $2,519,587 $1,499,250 Cash received from interfund goods and services provided - - Cash paid to suppliers for goods and services (1,475,703)(1,026,583) Cash payments to employees for services (366,427)(221,327) Net cash flows provided by (used in) operating activities 677,457 251,340 Cash flows from noncapital financing activities: Transfers in 474,600 200,324 Transfers out (607,620)(339,229) Intergovernmental - - Interfund receivable repaid by (advanced to) other funds (817,339)36,060 Interfund payable advanced by other funds 1,222,245 - Net cash flows provided by (used in) noncapital financing activities 271,886 (102,845) Cash flows from capital and related financing activities: Acquisition of capital assets (427,862)(448,083) Principal payments - bonds (666,203) - Interest and fiscal charges - including capitalized interest (68,680) - Net cash flows provided by (used in) capital and related financing activities(1,162,745)(448,083) Cash flows from investing activities: Investment income 34,300 60,332 Net cash flows provided by (used in) investing activities 34,300 60,332 Net increase (decrease) in cash and cash equivalents (179,102)(239,256) Total cash and cash equivalents - January 1 738,512 1,998,393 Total cash and cash equivalents - December 31 559,410 1,759,137 (Less) cash and cash equivalents with fiscal agent - December 31 - - Cash and cash equivalents - December 31 $559,410 $1,759,137 Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. 44 Statement 8 Page 1 of 2 Refuse Utility Fund Storm Sewer Utility FundLiquor FundEnterprise Funds Internal Service Funds 2011 2011 $1,629,104 $343,664 $8,495,572 $14,487,177 $34,928 - - - - 1,642,941 (1,305,582)(87,642)(6,684,150)(10,579,660)(701,913) (75,568)(119,070)(929,242)(1,711,634)(981,993) 247,954 136,952 882,180 2,195,883 (6,037) - - 390,000 1,064,924 540,380 (117,859)(148,028)(488,955)(1,701,691)(84,951) 66,163 - - 66,163 - - - - (781,279) - - 294,658 (102,815)1,414,088 - (51,696)146,630 (201,770)62,205 455,429 - (86,184)(11,099)(973,228)(284,303) - (157,775)(150,000)(973,978) - - (14,669)(250,130)(333,479) - 0 (258,628)(411,229)(2,280,685)(284,303) 21,300 5,100 1,600 122,632 55,600 21,300 5,100 1,600 122,632 55,600 217,558 30,054 270,781 100,035 220,689 572,189 6,057 406,254 3,721,405 2,836,767 789,747 36,111 677,035 3,821,440 3,057,456 - - (399,254)(399,254) - $789,747 $36,111 $277,781 $3,422,186 $3,057,456 Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. 45 CITY OF COLUMBIA HEIGHTS, MINNESOTA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For The Year Ended December 31, 2011 Water Utility FundSewer Utility Fund Reconciliation of operating income (loss) to net cash flows from operating activities Operating income (loss)$261,723 ($141,569) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Depreciation expense 204,716 170,740 Miscellaneous revenues 505 2,710 Changes in assets and liabilities: (Increase) decrease in accounts receivable (10,911)(24,602) (Increase) decrease in due from other governmental units - - (Increase) decrease in prepayments - 174 Adjustment for nonoperating portion - - (Increase) decrease in inventory, at cost 431 - Increase (decrease) in accounts payable 10,412 223,791 Increase (decrease) in accrued salaries and withholdings payable (3,857)3,119 Increase (decrease) in contracts payable - retained percentage 205,722 11,660 Adjustment for nonoperating portion - - Increase (decrease) in due to other governmental units 4,684 - Increase (decrease) in deposits payable - - Increase (decrease) in compensated absences payable 4,032 5,317 Total adjustments 415,734 392,909 Net cash flows from operating activities $677,457 $251,340 Noncash capital and related financing activities: Contribution of capital asset from government $ - $234,668 Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. 46 Statement 8 Page 2 of 2 Refuse Utility Fund Storm Sewer Utility FundLiquor FundEnterprise Funds Internal Service Funds 2011 2011 $177,647 $61,910 $621,420 $981,131 ($257,207) 300 81,450 148,673 605,879 72,152 - 654 - 3,869 - (53,074)(6,954)147 (95,394) - - - 463 463 - - - (9,902)(9,728)3,661 - - 9,902 9,902 - - (35,966)(35,535)(19,551) 121,464 148 121,198 477,013 112,349 1,858 255 1,637 3,012 3,406 - - - 217,382 - - - - - - - - 7,490 12,174 - - - - - - (241)(511)17,118 25,715 76,213 70,307 75,042 260,760 1,214,752 248,230 $247,954 $136,952 $882,180 $2,195,883 ($8,977) $ - $8,750 $ - $243,418 $ - Business-Type Activities - Enterprise Funds The accompanying notes are an integral part of these financial statements. 47 CITY OF COLUMBIA HEIGHTS, MINNESOTA STATEMENT OF FIDUCIARY NET ASSETS Statement 9 FIDUCIARY FUNDS December 31, 2011 Assets: Cash and investments $3,174 Due from other governmental units 6,748 Total assets $9,922 Liabilities: Accounts payable $8,171 Due to other governmental units 1,751 Total liabilities $9,922 The accompanying notes are an integral part of these financial statements. 48 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Columbia Heights, Minnesota (the City) was incorporated in 1898. A Council composed of an elected mayor and four council members governs the City. The Council exercises legislative authority and determines all matters of policy. The Manager, appointed by the Council, is responsible for the proper administration of all affairs relating to the City. The financial statements of the City have been prepared in conformity with generally accepted accounting principles as applied to governmental units by the Governmental Accounting Standards Board (GASB). The following is a summary of the significant policies. A. FINANCIAL REPORTING ENTITY The component units discussed below are included in the City’s reporting entity because of the significance of their operational or financial relationships with the City. The City has two component units - the Housing and Redevelopment Authority (HRA) and the Economic Development Authority (EDA). The HRA and the EDA are considered component units because the governing boards are substantively the same as that of the City and because the City is in a relationship of financial benefit or burden with each of the entities. The financial position and results of operations of the HRA and the EDA component units are presented using the blended method. These blended component units, although legally separate entities, are, in substance, part of the City’s operations. The component units include Governmental Funds using the modified accrual basis of accounting, and as such are reported as Special Revenue Funds. Separate financial statements for the HRA and EDA are not prepared. B. GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS The government-wide financial statements (i.e., the statement of net assets and the statement of changes in net assets) report information on all of the nonfiduciary activities of the primary government and its component units. For the most part, the effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase, use or directly benefit from goods, services or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not included among program revenues are reported instead as general revenues. 49 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government-wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING AND FINANCIAL STATEMENT PRESENTATION The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. The City’s only fiduciary funds are agency funds. Agency funds are custodial in nature and do not involve measurement of results of operations. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers all revenues, except reimbursement grants, to be available if they are collected within 60 days of the end of the current fiscal period. Reimbursement grants are considered available if they are collected within one year of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Property taxes, special assessments, intergovernmental revenues, charges for services and interest associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Only the portion of special assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and available only when cash is received by the City. The City reports the following major governmental funds: The general fund is the City’s primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. The 2008A taxable GO housing improvement area bonds fund was established to account for revenues and expenditures associated with the 2008A series general obligation taxable bonds issued to finance rehabilitation of the Sullivan Shores town homes development. These bonds will be repaid with special assessments to the rehabilitated properties. 50 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 The public safety center capital building fund was established to account for the planning, development and construction of a police and fire facility. The municipal state aid street fund is maintained according to state statute to account for maintenance and construction of municipal state aid street systems. The capital improvements general government buildings fund is used to account for construction and improvements to municipal buildings not accounted for in a separate fund. The capital equipment replacement – general government fund was established to account for the replacement of capital assets as needed. The capital improvement – PIR fund was established to account for projects that will be assessed to the affected properties. The capital improvement – development fund was established to account for redevelopment. The City reports the following major proprietary funds: The water fund accounts for revenue and expenses associated with water services to area residents. The sewer fund accounts for revenues and expenses associated with sewer disposal within the City. The refuse fund accounts for revenues and expenses associated with organized collection of refuse and recycling within the City. The storm sewer fund accounts for revenues and expenses associated with storm water disposal. The liquor fund accounts for revenues and expenses associated with the operation of three off-sale liquor stores. Additionally, the City reports the following fund types: Internal service funds account for central garage, information systems, insurance and compensated absences services provided to other departments of the City on a cost reimbursement basis. Agency - The permit surcharge agency fund is used to account for SAC charges and surcharges collected for and remitted to the State of Minnesota. The Tri-City GIS fund is used to account for the joint purchase of certain services for which the City is fiscal agent on behalf of the City of Columbia Heights, the City of Fridley and the City of Andover. Private-sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both the government-wide and proprietary-fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private-sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The City has elected not to follow subsequent private-sector guidance. 51 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 As a general rule the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this general rule are transactions that would be treated as revenues, expenditures or expenses if they involved external organizations, such as buying goods and services or payments in lieu of taxes, are similarly treated when they involve other funds of the City. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. Amounts reported as program revenues include 1) charges to customers or applicants for goods, services or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund’s principal ongoing operations. The principal operating revenues of the water, sewer, refuse, storm sewer and liquor enterprise funds and of the internal service funds are charges to customers for sales and services. Liquor fund sales are reported net of discounts. No other fund provides discounts. Operating expenses for enterprise funds and internal service funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. D. BUDGETARY DATA The City Manager submits to the City Council a proposed operating budget for the fiscal year commencing on January 1 of the following year. At least one special Council meeting is conducted to obtain public comments as required by the State Truth in Taxation Law. The City Council annually adopts budgets prior to January 1 for the General Fund and the following special revenue funds: Nonmajor special revenue funds: Cable television fund Library fund Community development fund Economic Development Authority (component unit): Economic Development Authority administration fund Housing and Redevelopment Authority (component unit): Parkview villa north fund Parkview villa south fund 52 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 The budgets are prepared by fund, function and activity. The budgets are adopted on a basis consistent with generally accepted accounting principles and all appropriations lapse at the end of the budget year to the extent that they have not been expended. Total expenditures appropriated in the budget resolution may not legally exceed the estimated revenues available from various sources. Formal budgetary integration is employed as a management control device during the year. Budget revisions between functions or activities may be made by the City Manager. Budget revisions at the fund level are authorized by the City Council in accordance with the City Charter at the request of the City Manager. The legal level of budgetary control is therefore at the fund level. The City does not use encumbrance accounting. E. CASH AND INVESTMENTS Cash balances from all funds of the City are pooled and invested to the extent available in authorized investments. Investments are stated at fair value, based upon quoted market prices. Investment income is allocated to the individual funds on the basis of applicable cash balance participation by each fund using an average of monthly beginning cash and investment balances. The City provides temporary advances to funds that have insufficient cash balances by means of an advance from another fund shown as interfund receivables in the advancing fund, and an interfund payable in the fund with the deficit, until adequate resources are received. The interfund balances are eliminated on the government-wide financial statements. Investments are stated at fair value, based upon quoted market prices, except for investments in 2a7-like external investment pools, which are stated at amortized cost. At December 31, 2011, the City had no investments in 2a7-like external investment pools. Investment income is accrued at the balance sheet date. During 2011, the HRA entered into a depository agreement with HUD who provides grants to Parkview Villa North. The depository agreement allows HUD under certain circumstances to restrict certain disbursements. The balance at December 31, 2011 was $1,000,165. F. RECEIVABLES AND PAYABLES During the course of operations, numerous transactions occur between individual funds for goods provided or services rendered. Short-term interfund loans are classified as “interfund receivables/payables.” All short-term interfund receivables and payables at December 31 are planned to be eliminated in the subsequent year. Long-term interfund loans are classified as “interfund loan receivable/payable.” Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as “internal balances.” Because utility bills are considered liens on property, no estimated uncollectible amounts are established. Uncollectible amounts are not material for property taxes, special assessments and other receivables, and have not been reported. 53 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 G. PROPERTY TAX REVENUE RECOGNITION The City Council annually adopts a tax levy and certifies it to the County in December (levy/assessment date) of each year for collection in the following year. The County is responsible for billing and collecting all property taxes for itself, the City, the local School District and other taxing authorities. Such taxes become a lien on January 1 and are recorded as receivables by the City at that date. Real property taxes are payable (by property owners) on May 15 and October 15 of each calendar year. Personal property taxes are payable by taxpayers on February 28 and June 30 of each year. These taxes are collected by the County and remitted to the City on or before July 7 and December 2 of the same year. Delinquent collections for November and December are received the following January. The City has no ability to enforce payment of property taxes by property owners. The County possesses this authority. GOVERNMENT-WIDE FINANCIAL STATEMENTS The City recognizes property tax revenue in the period for which the taxes were levied. Uncollectible property taxes are not material and have not been reported. GOVERNMENTAL FUND FINANCIAL STATEMENTS The City recognizes property tax revenue when it becomes both measurable and available to finance expenditures of the current period. In practice, current and delinquent taxes received by the City are recognized as revenue for the current year. Delinquent taxes that are collected by the County by December 31 (remitted to the City the following January) are also recognized as revenue for the current year. All remaining delinquent taxes receivable in governmental funds are offset by deferred revenue. H. SPECIAL ASSESSMENT REVENUE RECOGNITION Special assessments are levied against benefited properties for the cost or a portion of the cost of special assessment improvement projects in accordance with state statutes. These assessments are collectible by the City over a term of years usually consistent with the term of the related bond issue. Property owners are allowed to (and often do) prepay future installments without interest or prepayment penalties. Once a special assessment roll is adopted, the amount attributed to each parcel is a lien upon that property until full payment is made or the amount is determined to be excessive by the City Council or court action. If special assessments are allowed to go delinquent, the property is subject to tax forfeit sale. Proceeds of sales from tax forfeit properties are allocated first to the County’s costs of administering all tax forfeit properties. Pursuant to state statutes, a property shall be subject to a tax forfeit sale after three years unless it is homesteaded, agricultural or seasonal recreational land, in which event the property is subject to such sale after five years. 54 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 GOVERNMENT-WIDE FINANCIAL STATEMENTS The City recognizes special assessment revenue in the period that the assessment roll was adopted by the City Council. Uncollectible special assessments are not material and have not been reported. GOVERNMENTAL FUND FINANCIAL STATEMENTS Revenue from special assessments is recognized by the City when it becomes measurable and available to finance expenditures of the current fiscal period. In practice, current and delinquent special assessments received by the City are recognized as revenue for the current year. Special assessments that are collected by the County by December 31 (remitted to the City the following January) are also recognized as revenue for the current year. All remaining delinquent and deferred special assessments receivable in governmental funds are offset by deferred revenue. I. INVENTORIES GOVERNMENTAL FUNDS The original cost of materials and supplies has been recorded as expenditures at the time of purchase. These funds do not maintain material amounts of inventories. Real estate held for resale is valued at the lower of cost or estimated net realizable value. PROPRIETARY FUNDS Inventories of the Proprietary Funds are stated at cost, which approximates market, using the first-in, first- out (FIFO) method. J. PREPAID ITEMS Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements. K. CAPITAL ASSETS Capital assets, which include land, buildings, equipment, and infrastructure assets (e.g., roads, sidewalks, water systems, sewer systems and similar items), are reported in the applicable governmental or business- type activities columns in the government-wide financial statements. The City defines capital assets as assets with an estimated useful life in excess of one year and an initial individual cost of more than the following: Land $1 Buildings 25,000 Equipment 5,000 Infrastructure 250,000 Capitalization Threshold 55 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Infrastructure assets acquired prior to June 30, 1980 are not recorded. Donated capital assets are recorded at estimated fair market value at the date of donation. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business-type activities is included as part of the capitalized value of the assets constructed. Property, plant and equipment of the primary government, as well as the component units, is depreciated using the straight line method over the following estimated useful lives: L. COMPENSATED ABSENCES It is the City's policy to permit employees to accumulate earned but unused vacation and sick pay benefits. All vacation pay and the vested portion of sick pay is accrued when incurred in the government-wide and proprietary fund financial statements. A liability for these amounts is reported in governmental funds only if they have matured, for example, as a result of employee resignations and retirements. In accordance with the provisions of Statement of Government Accounting Standards No. 16, Accounting for Compensated Absences, no liability is recorded for nonvesting accumulating rights to receive sick pay benefits. Typically, resources from the compensated absences fund are used to liquidate the liability for compensated absences. M. LONG-TERM OBLIGATIONS In the government-wide financial statements and proprietary fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities or proprietary fund type statement of net assets. Bond premiums and discounts, as well as issuance costs, are immaterial and are expensed in the year of bond issuance. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Buildings (and building components)10 - 50 years Equipment 3 - 15 years Infrastructure 20 - 60 years Capital Assets 56 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 N. FUND BALANCE CLASSIFICATIONS In the fund financial statements, governmental funds report fund balance in classifications that disclose constraints for which amounts in those funds can be spent. These classifications are as follows: Nonspendable – consists of amounts that are not in spendable forms, such as prepaid items. Restricted – consists of amounts related to externally imposed constraints established by creditors, grantors or contributors; or constraints imposed by state statutory provisions. Committed – consist of internally imposed constraints. These constraints are established by Resolution of the City Council. Assigned – consists of internally imposed constraints. These constraints reflect the specific purpose for which it is the City’s intended use. These constraints are established by the City Council and/or management. Unassigned – is the residual classification for the general fund and also reflects negative residual amounts in other funds. When both restricted and unrestricted resources are available for use, it is the City’s policy to first use restricted resources, and then use unrestricted resources as they are needed. When committed, assigned or unassigned resources are available for use, it is the City’s policy to use resources in the following order; 1) committed, 2) assigned and 3) unassigned. O. INTERFUND TRANSACTIONS Interfund services provided and used are accounted for as revenues, expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as reductions of expenditures/expenses in the fund that is reimbursed. Interfund loans are reported as an interfund loan receivable or payable which offsets the movement of cash between funds. All other interfund transactions are reported as transfers. P. USE OF ESTIMATES The preparation of financial statements in accordance with generally accepted accounting principles (GAAP) requires management to make estimates that affect amounts reported in the financial statements during the reporting period. Actual results could differ from such estimates. Q. COMPARATIVE DATA/RECLASSIFICATIONS Certain comparative total data for the prior year has been presented in the government-wide financial statements in order to provide an understanding of the changes in the City’s financial position and operations. Certain amounts presented in the prior year data have been reclassified in order to be consistent with the current year’s presentation. 57 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 R. RECONCILIATION OF GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS 1. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND BALANCE SHEET AND THE GOVERNMENT-WIDE STATEMENT OF NET ASSETS The governmental fund balance sheet includes a reconciliation between fund balance – total governmental funds and net assets – governmental activities as reported in the government-wide statement of net assets. One element of that reconciliation states, “long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds.” The details of this ($19,998,162) difference are as follows: Accrued interest payable ($348,671) Other postemployment benefits payable (58,761) Bonds payable (19,590,730) Adjustment to fund balance - total governmental funds - to arrive at net assets of governmental activities ($19,998,162) 2. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE AND THE GOVERNMENT-WIDE STATEMENT OF ACTIVITIES The governmental fund statement of revenues, expenditures and changes in fund balance includes a reconciliation between net changes in fund balance – total governmental funds and changes in net assets of governmental activities as reported in the government-wide statement of activities. One element of that reconciliation states, “Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. The difference is the amount by which outlays for capital assets exceeded depreciation in the current year.” The details of this $184,398 difference are as follows: Total capital outlay in government fund financial statements $2,250,210 Adjustments to the carrying value of real estate held for resale (33,303) Depreciation expense (2,032,509) Adjustment to net changes in fund balances - total governmental funds - to arrive at changes in net assets of governmental activities.$184,398 58 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Another element of that reconciliation states, “The issuance of long-term debt provides current financial resources to the governmental funds, while repayment of the principal of long-term debt consumes the current financial resources of governmental funds. Neither transaction has any effect on net assets however. This amount is the net effect of these differences in the treatment of long-term debt.” The details of this $1,659,022 difference are as follows: Principal repayments: General obligation bonds $1,611,022 Revenue bonds 48,000 Adjustment to net changes in fund balances - total governmental funds - to arrive at changes in net assets of governmental activities.$1,659,022 Another element of that reconciliation states, “Revenue earned in prior years, that first becomes available in the current year is reported in the governmental funds. Whereas, this amount was reported in the statement of activities in the prior year(s) in which it was earned.” The details of this ($69,331) difference are as follows: General property taxes deferred revenue: At December 31, 2010 (413,597) At December 31, 2011 348,216 Tax increment taxes deferred revenue: At December 31, 2010 (15,337) At December 31, 2011 25,238 Special assessments deferred revenue: At December 31, 2010 (3,116,733) At December 31, 2011 3,063,482 Loans receivable deferred revenue: At December 31, 2010 (43,600) At December 31, 2011 - State aid deferred revenue: At December 31, 2010 - At December 31, 2011 83,000 Adjustment to net changes in fund balances - total governmental funds - to arrive at changes in net assets of governmental activities.($69,331) S. STATEMENT OF CASH FLOWS For purposes of the Statement of Cash Flows, the City considers all highly liquid debt instruments with an original maturity of three months or less to be cash equivalents. All of the Proprietary Funds' equity in the City-wide cash and investment management pool is considered to be cash equivalents. 59 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Note 2 DEPOSITS AND INVESTMENTS The City maintains a cash and investment pool that is available for use by all funds of the City. Also at December 31, 2011, a portion of the total cash and investments was held in trust by a fiscal agent for debt service under the terms of the EDA 2007B series bonds. The City's total cash and investment balances as of December 31, 2011 are as follows: Carrying Amount At Fair Value Investments $20,524,867 Deposits 8,702,007 Cash on hand 8,560 (Less) fidicuiary fund cash (3,173) $29,232,261 Cash and investments $28,833,007 Cash and investments with fiscal agent399,254 $29,232,261 A. DEPOSITS In accordance with Minnesota Statutes, the City maintains deposits at those depository banks authorized by the City Council, all of which are members of the Federal Reserve System. Minnesota Statutes require that all City deposits be protected by insurance, surety bond or collateral. The market value of collateral pledged must equal 110% of the deposits not covered by insurance or bonds. Minnesota Statutes require that securities pledged as collateral be held in safekeeping by the City Clerk/Treasurer or in a financial institution other than that furnishing the collateral. Authorized collateral includes the following: (1) United States government treasury bills, treasury notes and treasury bonds; (2) Issues of United States government agencies and instrumentalities as quoted by a recognized industry quotation service available to the government entity; (3) General obligation securities of any state or local government with taxing powers which is rated “A” or better by a national bond rating service, or revenue obligation securities of any state or local government with taxing powers which is rated “AA” or better by a national bond rating service; (4) Unrated general obligation securities of a local government with taxing powers may be pledged as collateral against funds deposited by that same local government entity; (5) Irrevocable standby letters of credit issued by Federal Home Loan Banks to a municipality accompanied by written evidence that the bank’s public debt is rated “AA” or better by Moody’s Investors Service, Inc., or Standard & Poor’s Corporation; and (6) Time deposits that are fully insured by the Federal Deposit Insurance Corporation. 60 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Deposits as of December 31, 2011 are as follows: Carrying Bank Amount At BalancesFair Value Demand deposits$1,829,420$1,678,496 Time deposits 7,033,6477,023,512 Total $8,863,067$8,702,008 B. INVESTMENTS Minnesota Statutes Section 118A authorizes the City to invest in the following: a) Direct obligations or obligations guaranteed by the United States or its agencies, its instrumentalities, or organizations created by an act of congress, excluding mortgage-backed securities defined as high risk. b) Shares of investment companies described in Section 118A.05. This includes primarily money market funds rated in the top two rating categories by a national rating service, and companies whose only investments are described in items a) through h) of this note. c) Obligations of the State of Minnesota or any of its municipalities as follows: (1) any security which is a general obligation of any state or local government with taxing powers which is rated “A” or better by a national bond rating service; (2) any security which is a revenue obligation of any state or local government with taxing powers which is rated “AA” or better by a national bond rating service; and (3) a general obligation of the Minnesota Housing Finance Agency which is a moral obligation of the State of Minnesota and is rated “A” or better by a national bond rating agency. d) Bankers acceptance of United States banks eligible for purchase by the Federal Reserve System. e) Commercial paper issued by United States corporations or their Canadian subsidiaries, of the highest quality, and maturing in 270 days or less. f) Repurchase or reverse repurchase agreements with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000; a primary reporting dealer in U.S. government securities to the Federal Reserve Bank of New York; certain Minnesota securities broker-dealers; or, a bank qualified as a depositor. g) General obligation temporary bonds of the same governmental entity issued under section 429.091, subdivision 7, 469.178, subdivision 5 or 475.61, subdivision 6. h) Guaranteed investment contracts with certain U.S. financial institutions carrying only high quality unsecured debt, if the City has withdrawal rights upon a decline in debt quality. 61 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Investments as of December 31, 2011, are as follows: Weighted Average CarryingPercentage MaturitiesAmount Atof Fair Value In YearsFair ValuePer Issuer Notes issued by U.S. government agencies: Federal Home Loan Bank10.0$2,338,74211.4% Federal Home Loan Mortgage Corporation8.67,266,86935.4% Federal National Mortgage Association9.46,611,39332.2% Money market mutual funds: Evergreen U.S. Government FundN/A1,002,6064.9% Western Asset Government FundN/A900,3444.4% Other issuersN/A2,404,91311.7% Total investments20,524,867$ 100.0% C. INVESTMENT RISKS The City's investment policy follows Minnesota State Statutes described above, which reduce the City's exposure to credit, custodial credit and interest rate risks. Additional risk information for the City is as follows: a) Interest rate risk – Interest rate risk is the risk that changes in interest rates of debt investments could adversely affect the fair value of an investment. The City's investment policy requires the City to diversify its investment portfolio to eliminate the risk of loss resulting from over concentration of assets in a specific maturity. The policy also states the City's investment portfolio will remain sufficiently liquid to enable the City to meet all operating requirements which might be reasonably anticipated. b) Credit risk – Credit risk is the risk that an issuer or other counterparty to an investment will be unable to fulfill its obligation to the holder of the investment. As of December 31, 2011, the City's investments in notes issued by U.S. government agencies were all rated AAA by Standard & Poor's, and Aaa by Moody's Investor Services. The money market funds in which the City held shares at December 31, 2011, were not rated, but are invested in U.S. Government Obligations and/or securities guaranteed by the U.S. government, and those underlying securities are rated AAA by Standard & Poors and Aaa by Moody’s Investor Services. c) Concentration of credit risk – Concentration of credit risk is the risk of loss that may be attributed to the magnitude of a government’s investment in a single issuer. The City places no limit on the amount the City may invest in any one issuer. The table above details the percentage of the City's investments with each issuer at December 31, 2011. d) Custodial credit risk – Custodial credit risk is the risk that in the event of a failure of the counterparty, the City will not be able to recover the value of its investment securities that are in the possession of an outside party. As of December 31, 2011, investments in securities are held by the City’s three broker- dealers in the City’s name, with $500,000 of those securities at each broker-dealer insured by SIPC. Each broker-dealer has provided additional protection by providing additional insurance. This additional insurance is subject to aggregate limits applied to all of the broker-dealer’s accounts. Investments in money markets are not evidenced by securities that exist in physical or book entry form, and therefore are not subject to custodial credit risk disclosures. 62 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Note 3 RECEIVABLES Significant receivables balances not expected to be collected within one year of December 31, 2011 are as follows: 2008A TaxableCapital GO Housing ImpImprovement Area Bonds FundPIR Fund Total Special assessments receivable $820,151$1,737,886$2,558,037 Total $820,151$1,737,886$2,558,037 Major Funds Governmental funds report deferred revenue in connection with receivables for revenues that are not considered to be available to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received, but not yet earned. At the end of the current fiscal year, the various components of deferred revenue-unavailable and deferred revenue-unearned reported in the governmental funds were as follows: UnavailableUnearned Delinquent property taxes receivable (General Fund)$335,577$ - Delinquent property taxes receivable (Nonmajor Funds)12,639 - Delinquent tax increment (Nonmajor Funds)25,238 - Delinquent special assessments (2008A GO Txbl. Hsg. Imp. Area Bonds Fund)2,286 - Delinquent special assessments (Capital Improvements - PIR Fund)48,355 - Special assessments not yet due (2008A GO Txbl. Hsg. Imp. Area Bonds Fund)868,449 - Special assessments not yet due (Capital Improvements - PIR Fund)2,144,391 - Intergovernmental revenue (Capital Improvements - PIR Fund)83,000 - Contract service fees received but unearned (General Fund) - 138,295 Rental fees received in advance (Nonmajor Funds) - 73,328 Forfeitures with adjudication pending (Nonmajor Funds) - 7,233 Total deferred revenue for governmental funds $3,519,935$218,856 63 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Note 4 CAPITAL ASSETS Capital asset activity for the year ended December 31, 2011 is as follows: Beginning Ending BalanceAdditionsDeletionsBalance Governmental activities: Capital assets - not being depreciated: Land $4,891,781$ - $ - $4,891,781 Construction in progress 3,683,0691,562,463(619,277)4,626,255 Total capital assets not being depreciated 8,574,8501,562,463(619,277)9,518,036 Capital assets - being depreciated: Buildings 27,385,274573,598 - 27,958,872 Equipment 7,783,526477,712(285,551)7,975,687 Infrastructure 25,435,996478,606 - 25,914,602 Total capital assets being depreciated 60,604,7961,529,916(285,551)61,849,161 Less accumulated depreciation for: Buildings 9,964,703689,863 - 10,654,566 Equipment 4,907,449514,680(279,037)5,143,092 Infrastructure 11,367,910879,573 - 12,247,483 Total accumulated depreciation 26,240,0622,084,116(279,037)28,045,141 Capital assets being depreciated - net 34,364,734(554,200)(6,514)33,804,020 Governmental activities capital assets - net 42,939,5841,008,263(625,791)43,322,056 Business-type activities: Capital assets - not being depreciated: Land 2,343,247 - - 2,343,247 Construction in progress 303,508870,091(103,820)1,069,779 Total capital assets not being depreciated 2,646,755870,091(103,820)3,413,026 Capital assets - being depreciated: Buildings 4,581,314 - - 4,581,314 Equipment 2,031,792140,027 - 2,171,819 Infrastructure 14,380,606103,820 - 14,484,426 Total capital assets being depreciated 20,993,712243,847 021,237,559 Less accumulated depreciation for: Buildings 970,232131,654 - 1,101,886 Equipment 1,363,180128,528 - 1,491,708 Infrastructure 6,784,494366,241 - 7,150,735 Total accumulated depreciation 9,117,906626,423 09,744,329 Capital assets being depreciated - net 11,875,806(382,576)011,493,230 Business-type activities capital assets - net 14,522,561487,515(103,820)14,906,256 Total capital assets - net $57,462,145$1,495,778($729,611)$58,228,312 64 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Depreciation expense was charged to functions/programs of the primary government – governmental activities as follows: Governmental activities: General government$74,401 Public safety 507,092 Public works 1,064,951 Culture and recreation273,494 Community development112,571 Depreciation on capital assets held by governmental internal service activities is charged to each function based on use: Central garage 51,607 Total depreciation expense - capital assets held by governmental activities $2,084,116 Depreciation expense was charged to functions/programs of the primary government - business-type activities as follows: Business-type activities: Water $204,716 Sewer 170,740 Refuse 300 Storm sewer 81,449 Liquor 148,673 Depreciation on capital assets held by business-type internal service activities is charged to each function based on use: Information systems 20,545 Total depreciation expense - capital assets held by business-type activities $626,423 65 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Note 5 INTERFUND RECEIVABLES, PAYABLES , CAPITAL LEASES AND TRANSFERS INTERFUND RECEIVABLES, PAYABLES Individual fund interfund receivable and payable balances at December 31, 2011 are as follows: Fund ReceivablePayable Major Funds: General Fund $392,396$2,280 Municipal State Aid Street - 294,973 Capital Equipment Replacement General Gov't 499,000 Water 12,040398,000 Sewer 29,598 - Storm Sewer - 101,000 Nonmajor funds 27,308164,089 Total $960,342$960,342 Of these interfund balances $22,172 are for services provided in 2011 and reimbursed in 2012. All other interfund balances at December 31, 2011, reflect lending arrangements to cover deficit cash balances at year end, including some to finance the acquisition of certain real estate held for resale. Substantially all amounts are expected to be repaid within one year. INTERFUND TRANSFERS Interfund transfers during the year ended December 31, 2011 are as follows: CapitalCapital EqpCapitalCapital Storm Other Imprvmts GenReplacementImprvmtsImprvmtsWaterSewerLiquor GovtlInternal GeneralGovt BldgGen GovtPIRDevelopmentUtilityUtilityFundFundsServiceTotal Transfers out: Major funds: Governmental: General $ - $22,536$50,000$16,154$ - $ - $ - $ - $100,000$45,000$233,690 Public Safety Cntr Capt Bldg - - - - - - - - 329,507 - 329,507 Municipal State Aid Street 1,000 - - - - - - - 122,000 - 123,000 Capital Imprvmts Gen Govt Bldg - - - - - - - - - 188,272188,272 Capital Imprvmts PIR - - - - - - - - 566,084 - 566,084 Capital Equip Replacement - Gen Govt - - - - - - 8,750 - - - 8,750 Enterprise: - Water 90,963 - - - - - - - - 45,000135,963 Sewer 90,962 - - - - 2,943 - - - 45,000 138,905 Refuse 72,859 - - - - - - - - 45,000117,859 Liquor 53,955 - - - - - - - - 45,00098,955 Nonmajor funds: - - - Other governmental funds 60,157 - - - 90,000 - - - 199,60060,000409,757 Internal service funds 1,500 - 16,343 - - - - - - 35,00052,843 Total $371,396$22,536$66,343$16,154$90,000$2,943$8,750 $0$1,317,191$508,272$2,403,585 Governmental Transfers In Nonmajor FundsMajor Funds Enterprise Governmental 66 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Note 6 LONG-TERM DEBT GENERAL OBLIGATION BONDS The City issues general obligation bonds to provide funds for the acquisition and construction of major capital improvements. General obligation bonds are direct obligations and are backed by the full faith and credit of the City. Any deficiencies in pledged revenues will be offset by general property taxes. All of the bonds are serial bonds, which require semiannual payments of principal and/or interest from the date the bonds are issued. There are a number of limitations and restrictions contained in the various bond indentures. The City is in compliance with all significant limitations and restrictions. General obligation bonds outstanding at December 31, 2011, are as follows: Pledged revenue, if any, in addition toOriginal InterestIssueFinal Balance general property taxesIssueRateDateMaturityEnd of Year Governmental activities: GO Street rehabilitation series 2007ANone$1,000,0004.00-4.375%9/19/20072/1/2018 $760,000 GO Public safety center series 2008B None 10,000,0004.30-4.55%8/6/20082/1/20389,810,000 GO Public facilities series 2009A None 3,005,0002.00-4.75%7/1/20092/1/20382,910,000 Taxable GO tax increment bonds series 2009B Tax increment 580,0003.40-5.10%7/1/20092/1/2021 580,000 GO Improvement series 2006A Special assessments2,759,5504.00%12/7/20062/1/20201,345,730 Taxable GO housing imprvmt area series 2008ASpecial assessments975,0005.00-6.05%7/16/20082/1/2024 890,000 GO Public Facilities series 2009A Special assessments605,0002.00-4.75%7/1/20092/1/2019 505,000 Business-type activities: GO Improvement series 2006A Utility revenues645,4504.00%12/7/20062/1/2017 569,270 GO Utility revenue series 2006A Utility revenues 670,0004.00%12/7/20062/1/2017 440,000 GO Public Facilities series 2009A Utility revenues 325,0002.00-4.75%7/1/20092/1/2019 295,000 Total general obligation bonds outstanding $18,105,000 67 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 As of December 31, 2011, the annual debt service requirements to maturity for general obligation bonds are as follows: Fiscal Year Ending December 31PrincipalInterestPrincipalInterest 2012 $919,060$711,067$180,940$46,426 2013 882,560676,963192,44039,612 2014 896,500642,527223,50031,773 2015 692,000610,974198,00023,693 2016 729,730582,256200,27016,034 2017 756,000551,436229,000 7,680 2018 725,000519,60640,000 2,400 2019 585,000490,62940,000 800 2020 575,000464,474 - - 2021-20252,615,0001,946,618 - - 2026-20302,320,0001,424,506 - - 2031-20352,955,000840,506 - - 2036-20382,150,000151,274 - - Total$16,800,850$9,612,836$1,304,150$168,418 Governmental Activities Business-Type Activities REVENUE BONDS The City issues revenue bonds for which the City pledges only the income derived from the acquired or constructed assets or redevelopment to pay the debt service. All of the bonds are serial bonds, which require semiannual payments of principal and/or interest from the date the bonds are issued. There are a number of limitations and restrictions contained in the bond indentures. The City is in compliance with all significant limitations and restrictions. Revenue bonds outstanding at December 31, 2011 are as follows: Original InterestIssueFinal Balance Pledged revenueIssueRateDateMaturityEnd of Year Governmental activities: Tax increment revenue series 2007Tax increment$2,890,0005.00-5.375%8/3/20072/15/2032$2,790,000 Business-type activities: Public facility lease revenue series 2007BLiquor revenues5,040,0004.50-5.00%9/19/20072/1/20304,750,000 Total revenue bonds outstanding $7,540,000 68 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 As of December 31, 2011, the annual debt service requirements to maturity for revenue bonds are as follows: Fiscal Year Ending December 31PrincipalInterestPrincipalInterest 2012 $53,000$146,263$155,000$223,768 2013 58,000143,488165,000216,568 2014 62,000140,488170,000209,030 2015 68,000137,238180,000201,155 2016 74,000133,688185,000192,942 2017 80,000129,838195,000184,393 2018 87,000125,576205,000175,239 2019 94,000120,870215,000165,474 2020 102,000115,774230,000155,128 2021-2025636,000486,6751,330,000595,453 2026-2030900,000282,2941,720,000223,105 2031-2032576,00034,722 - - Total$2,790,000$1,996,914$4,750,000$2,542,255 Governmental Activities Business-Type Activities PLEDGED REVENUES Refer to the schedules above for the terms of bonds with pledged revenues. Additional information on pledged revenues by type, as of December 31, 2011, and for the the year then ended, is as follows: Related BondAs PercentageRelated Bond Pledged ActivityPrincipalof RevenuePrincipalPledged Revenue Financedand InterestPledgedand InterestRevenue Project-specific Street special assessmentsimprovements$1,928,962 95%$430,992$370,995 Project-specific Private special assessmentsredevelopment 1,270,148 95%96,870108,712 Project-specific Public/Private tax increment redevelopment 5,526,209 83%222,773347,491 Water, sewer and storm-Utility system sewer net revenuesimprovements 1,472,689 59%304,984519,502 Annual appropriationMunicipal store of liquor net revenuesconstruction 7,292,255 100%380,630381,902 Total Remaining Current Year 69 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 CHANGES IN LONG-TERM LIABILITIES Long-term liability activity for the year ended December 31, 2011, is as follows: Beginning EndingDue Within BalanceAdditionsReductionsBalanceOne Year Governmental activities: Bonds payable: General obligation bonds repaid only with general taxes$13,855,000$ - ($1,156,569)$12,698,431$390,000 General obligation bonds with other pledged revenues 4,556,750 - (454,451)4,102,299529,000 Revenue bonds 2,838,000 - (48,000)2,790,00053,000 Total bonds payable 21,249,750 - (1,659,020)19,590,730972,000 Compensated absences 866,723625,337(547,371)944,689110,150 Postemployment benefits other than pensions 30,66172,765(44,665)58,761 - Total governmental activity long-term liabilities$22,147,134$698,102($2,251,056)$20,594,180$1,082,150 Business-type activities: Bonds payable: General obligation bonds with other pledged revenues$2,128,248$ - ($823,978)$1,304,270$181,000 Revenue bonds 4,900,000 - (150,000)4,750,000155,000 Total bonds payable 7,028,248 - (973,978)6,054,270336,000 Compensated absences 137,148160,354(136,393)161,10918,789 Total business-type activity long-term liabilities $7,165,396$160,354($1,110,371)$6,215,379$354,789 For governmental activities, compensated absences are generally liquidated by the compensated absences fund, an internal service fund. Note 7 CONDUIT DEBT From time to time, the City has issued revenue bonds to provide financial assistance to private-sector entities for the acquisition and construction of facilities deemed to be in the public interest. The bonds are secured by the property financed and are payable solely from private-sector entity revenues. Upon repayment of the bonds, ownership of the acquired facilities transfers to the private-sector entity served by the bond issuance. The City, the EDA, and the HRA, are not obligated in any manner for repayment of the bonds. Accordingly, the bonds are not reported as liabilities in the accompanying financial statements. As of December 31, 2011, there were Revenue Bonds of this type outstanding with an estimated aggregate principal amount payable of approximately $20,610,000. 70 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Note 8 FUND EQUITY A. The City adopted the provisions of Governmental Accounting Standards Board Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions for the year ended December 31, 2011. This standard changed fund balance classifications for governmental fund statements. Definitions for the new classifications are included in Note 1N. The following fund had a fund deficit as of December 31, 2011. The City will finance this deficit through internal sources in future years: Nonmajor Funds: Special Revenue Police Grants ($2,782) ($2,782) B. At December 31, 2011, the City has reserved and designated portions of its various fund equities through legal restrictions and City Council authorizations. A summary of such reservations and designations are as follows: General Fund 2008A Tax GO Housing Imp Bond PS Center Capital Bldg Municipal State Aid Street Capital Imp General Govt Bldg Cap Equip Replacement Gen GovtPIR Capital Improvement Development Nonmajor Gov'tTotal Nonspendable: Prepaid items $80,767$ - $ - $ - $ - $ - $ - $ - $3,046$83,813 Interfund loans - - - - - 405,000 - - - 405,000 Land held for resale - - - - - - 53,300144,2701,747,5471,945,117 Total nonspendable 80,767 0 0 0 0405,00053,300144,2701,750,5932,433,930 Restricted for: Tax increment - - - - - - - - 727,289727,289 Debt service - 175,155 - - - - - - 1,986,9642,162,119 Police and fire purposes - - - - - - - - 75,54875,548 Culture and recreation purposes - - - - - - - - 293,229293,229 Housing and redevelopment - - - - - - - - 6,3106,310 Total restricted 0175,155 0 0 0 00 03,089,3403,264,495 Committed to: Cable TV - - - - - - - - 394,605394,605 Culture and recreation purposes - - - - - - - - 304,552304,552 Housing and redevelopment - - - - - - - 1,987,9922,472,4054,460,397 Capital improvement - - - 88,3801,274,562 - 729,046 - 1,448,0033,539,991 Capital equipment - - - - - 4,074,896 - - - 4,074,896 Police and fire purposes 20,134 - - - - - - - - 20,134 Downtown parking maintenance112,461 - - - - - - - - 112,461 Total committed 132,595 0 088,3801,274,5624,074,896729,0461,987,9924,619,56512,907,036 Total $213,362$175,155 $0$88,380$1,274,562$4,479,896$782,346$2,132,262$9,459,498$18,605,461 71 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 C. The City Council has formally adopted a fund balance policy for the General Fund and the combined Library Fund, Capital Building Library Fund (non-major funds). The most significant revenue sources for these funds are property taxes. This revenue source is received in two installments during the year – June and December. As such, it is the City’s goal to begin each fiscal year with sufficient working capital to fund operations between each semi-annual receipt of property taxes. The policy establishes a year end target of unassigned fund balance for the General Fund and spendable fund balance for the combined Library and Capital Building Library funds equal to at least 45% of the next year’s budgeted expenditures. At December 31, 2011, both funds have met this goal. Note 9 DEFINED BENEFIT PENSION PLANS - STATEWIDE A. PLAN DESCRIPTION All full-time and certain part-time employees of the City are covered by defined benefit plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA administers the General Employees Retirement Fund (GERF) and the Public Employees Police and Fire Fund (PEPFF). These are cost-sharing, multiple-employer retirement plans. These plans are established and administered in accordance with Minnesota Statute, Chapters 353 and 356. GERF members belong to either the Coordinated Plan or the Basic Plan. Coordinated Plan members are covered by Social Security and Basic Plan members are not. The City has no current employees that are Basic Plan members. All new members must participate in the Coordinated Plan. All police officers and firefighters who qualify for membership by statute are covered by the PEPFF. PERA provides retirement benefits as well as disability benefits to members and benefits to survivors upon death of eligible members. Benefits are established by state statute and vest after three years of credited service. The defined retirement benefits are based on a member’s highest average salary for any five successive years of allowable service, age and years of credit at termination of service. For all PEPFF and PERF members that began service prior to July 1, 1989, a full annuity is available when age plus years of service equal 90. For these members, benefits are calculated using the greater of the step rate or level rate formulas. Only the level rate formula applies to members that began service after June 30, 1989. A reduced retirement annuity is available to eligible members seeking early retirement. There are different types of annuities available to members upon retirement. A normal annuity is a lifetime annuity that ceases upon the death of the retiree – no survivor annuity is payable. There are also various types of joint and survivor annuity options available which reduce the monthly normal annuity amount, because the annuity is payable over joint lives. Members may also leave their contributions in the fund upon termination of public service in order to qualify for a deferred annuity at retirement age. Refunds of contributions are available at any time to members who leave public service, but before retirement benefits begin. Vested, terminated employees who are entitled to benefits but are not receiving them yet are bound by the provisions in effect at the time they last terminated their public service. 72 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 PERA issues a publicly available financial report that includes financial statements and required supplementary information for GERF and PEPFF. That report may be obtained on the internet at www.mnpera.org, or by writing to PERA, 60 Empire Drive #200, St. Paul, Minnesota, 55103-2088 or by calling (651) 296-7460 or 1-800-652-9026. B. FUNDING POLICY Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. These statutes are established and amended by the state legislature. The City makes annual contributions to the pension plans equal to the amount required by state statutes. GERF Coordinated Plan members are required to contribute 6.25% of their annual covered salary in 2011. The PEPFF members are required to contribute 9.6% of their annual covered salary in 2011. The City is required to contribute the following percentages of annual covered payroll: 7.25% for Coordinated Plan GERF members, and 14.4% for PEPFF members. The City’s contributions for the last three years, which were equal to the contractually required contributions for each year as set by state statute, are as follows: Year Ended December 31,GERFPEPFF 2009$319,601$369,627 2010343,485387,431 2011362,428391,573 Note 10 DEFINED CONTRIBUTION PLAN A. FIRE RELIEF ASSOCIATION, PAID ON-CALL DIVISION The Columbia Heights Fire Department Relief Association is the administrator of a single-employer pension plan for the paid on-call members of the City of Columbia Heights Fire Department. Through October 26, 1997, the association operated as a defined benefit plan. Effective October 27, 1997, the Association amended its by-laws and converted to a defined contribution plan. The pension plan was fully funded at the time of conversion. Benefits and contribution requirements are established by the Association’s by-laws and can be amended by the Association’s Board of Directors with approval from the City. All provisions are within limitations established by Minnesota statutes. Type of Benefit. The exclusive pension provided by the Association is a "Defined Contribution Lump Sum Service Pension" as defined in Minnesota Statutes §424A.02, Subdivision 4. Contributions Required and Contributions Made. No contributions are required from the plan members or the City. The plan is funded through state aid, investment income and discretionary contributions from the City. For 2011, state aid was contributed to the plan. This state aid revenue and the related contribution expense/expenditure of $65,554 are recognized in the accompanying financial statements for the year ended December 31, 2011. 73 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 B. COUNCIL MEMBERS Certain council members of the City are covered by the Public Employees Defined Contribution Plan (PEDCP), a multiple-employer deferred compensation plan administered by the Public Employees Retirement Association of Minnesota (PERA). The PEDCP is a tax qualified plan under section 401(a) of the Internal Revenue Code and all contributions by or on behalf of the employees are tax deferred until time of withdrawal. Plan benefits depend solely on amounts contributed to the plan plus investment earnings, less administrative expenses. Minnesota Statutes, Chapter 353D.03, specifies plan provisions, including the employee and employer contribution rates for those qualified personnel who elect to participate. An eligible elected official who decides to participate contributes 5% of salary, which is matched by the elected official’s employer. In 2011, plan members contributed $1,860 and the City contributed $1,860. Note 11 POST EMPLOYMENT BENEFITS OTHER THAN PENSIONS (OPEB) A. PLAN DESCRIPTION The City administers a single-employer defined benefit health care plan (the plan.) By State Statute, the plan provides an implicit rate subsidy for retired participants by allowing retirees under age 65 to purchase health insurance at the premium rate available to active employees. In addition, by State Statute, the plan provides payment of insurance premiums, up to age 65, for public safety employees that retire with a qualifying disability, equal to the current employer-paid portion of premiums for an active employee. The employer-paid portion of premiums for an active employee is determined periodically by negotiation between the City and collective bargaining units of city employees. The plan does not issue a publicly available financial report. B. FUNDING POLICY Participants under the implicit rate subsidy provision are required to contribute 100% of the stated premium billed by the insurer. For 2011, participants under disabled public safety retiree provision were required to contribute $0 for single coverage or a portion of the stated premium billed by the insurer for family coverage. Under both provisions of the plan, the City is only required to contribute on a pay-as-go basis. This amount is listed below for the current year. The State of Minnesota, solely at its option, reimburses the City annually for a portion of the City’s costs under the disabled public safety retiree provision. Historically, these reimbursements have approximated 60% of the pay-as-go cost of this plan provision. These reimbursements are reported as revenue in the year received, separate from OPEB expenses/expenditures. The amount received from the State in 2011 for public safety retirees was $10,771. 74 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 C. ANNUAL OPEB COST AND NET OPEB OBLIGATION The City’s annual OPEB cost is calculated based on the annual required contribution (ARC) determined by periodic actuarial studies. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover the normal cost each year and to amortize the unfunded actuarial liability over a period not to exceed thirty years. The components of the City’s OPEB cost for the current year and the changes in the City’s net OPEB obligation to the plan are as follows: Year Ended December 31, 2011 Annual required contribution$78,606 Interest on net OPEB obligation872 Adjustment to annual required contribution(1,462) Annual OPEB cost78,016 Contributions made by City(46,240) Increase in net OPEB obligation31,776 Net OPEB obligation-beginning of year30,661 Net OPEB obligation-end of year$62,437 Comparative OPEB information for the curent and three prior years includes the following: Percentage of Year EndedAnnual OPEBAnnual OPEBNet OPEB December 31CostCost ContributedObligation 2008$25,54855%$11,427 200925,89166%21,141 201026,15260%30,661 201178,01620%62,437 D. FUNDED STATUS AND FUNDING PROGRESS As of January 1, 2011, the actuarial accrued liability for benefits was $775,238; all of which was unfunded. Under the actuarial cost method used, this actuarial accrued liability is not a function of the annual payroll of active employees covered by the plan (the covered payroll). Actuarial valuations involve estimates of the value of reported amounts and assumptions about the probability of events far into the future. Actuarially determined amounts are subject to continual revision as actual results are compared to past expectations and new estimates are made about the future. The schedule of funding progress, presented as required supplementary information following the notes to the financial statements, presents multi-year trend information, beginning in 2008, about the whether the actuarial value of plan assets is increasing or decreasing over time, relative to the actuarial accrued liability for benefits. 75 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 E. METHODS AND ASSUMPTIONS The projection of benefits for financial reporting purposes is based on the type of benefits provided by the substantive plan at each valuation date and the historical pattern of sharing benefit costs between the City and the participants to that point. The methods used include techniques designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. The following methods and simplifying assumptions were used: Actuarial cost method – Projected unit credit Actuarial asset valuation method – Not applicable Amortization of UAAL – Level dollar method over a thirty year closed period Healthcare cost trend rate – 9% initially, declining to 5% after five years Inflation rate assumed – less than 5% annual Investment return assumed – 3% annual Retirement age assumed – Public safety employees age 52, all others age 62 Turnover rate – based on actual experience for City for the years 2004-2008 Mortality – Life expectancies were based on the 2000 Retired Pensioners Mortality Rates for Male and Female Note 12 COMMITMENTS AND CONTINGENCIES A. RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. Workers compensation coverage is provided through a pooled self-insurance program through the League of Minnesota Cities Insurance Trust (LMCIT). The City pays an annual premium to LMCIT. The City is subject to supplemental assessments if deemed necessary by the LMCIT. The LMCIT reinsures through Workers Compensation Reinsurance Association (WCRA) as required by law. For workers compensation, the City is not subject to a deductible. The City’s workers compensation coverage is retrospectively rated. With this type of coverage, final premiums are determined after the actual worker wage base is known and paid. The amount of premium adjustment, if any, is considered immaterial and not recorded until received or paid. Property, casualty and automobile insurance coverage are provided through a pooled self-insurance program through the LMCIT. The City pays an annual premium to the LMCIT. The City is subject to supplemental assessments if deemed necessary by the LMCIT. The LMCIT reinsures through commercial companies for claims in excess of various amounts. The City retains risk for the deductible portions. These deductibles are considered immaterial to the financial statements. The City continues to carry commercial insurance for all other risks of loss, including employee health and disability insurance. There were no significant reductions in insurance from the previous year or settlements in excess of insurance coverage for any of the past three fiscal years. 76 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 B. LITIGATION The City attorney has indicated that any existing and pending lawsuits, claims and other actions in which the City is a defendant are either covered by insurance or development agreements; of an immaterial amount; or, in the judgment of the City attorney, remotely recoverable by plaintiffs. C. FEDERAL AND STATE FUNDS Amounts received or receivable from federal and state agencies are subject to agency audit and adjustment. Any disallowed claims, including amounts already collected, may constitute a liability of the applicable funds. The amount, if any, of funds which may be disallowed by the agencies cannot be determined at this time although the City expects such amounts, if any, to be immaterial. D. TAX INCREMENT DISTRICTS The City’s tax increment districts are subject to review by the State of Minnesota Office of the State Auditor (OSA). Any disallowed claims or misuse of tax increments could become a liability of the applicable fund. Management has indicated that they are not aware of any instances of noncompliance which would have a material effect on the financial statements. E. CONTRACTUAL COMMITMENTS The City has entered into several contractual commitments for construction projects that are in process at year end. At December 31, 2011, the City’s obligation for such projects was approximately $152,000. Additionally, under the terms of various tax increment financing agreements, the City has commitments to reimburse developers for certain qualifying redevelopment costs plus interest. These future reimbursements are limited, however, to the future tax increment received from certain tax increment districts. The amount to be paid under these agreements is not determinable at this time. The following table summarizes the current year activity and contingent portions of these commitments: TIFDistrict ExpendituresInterestExpendituresInterest District EndsDeveloperReimbursedPaid AvailableAvailable R82027Crestview ONDC1$ - $29,956$732,801$278,354 R82027Col Hts Tran Block - 1,612 175,089 37,257 K22019Barnick 1,400 - 42,497 - K22019Miske 15,5126,196 57,123 - T62031BNC Bank - 101,641 6,650,000 1,647,975 Current Year Contingent on Future Tax Increment 77 CITY OF COLUMBIA HEIGHTS, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2011 Note 13 ECONOMIC DEPENDENCY The City water utility purchases all of its water from a single supplier, the City of Minneapolis. The current contract with this supplier ends May 31, 2034. The contract provides for annual rate adjustments, stated as a percentage of the rate the City of Minneapolis charges its in-city customers. At present, the City of Columbia Heights has no alternate source of water supply. Note 14 RECENTLY ISSUED ACCOUNTING STANDARDS The Governmental Accounting Standards Boards (GASB) recently approved the following statements which were not implemented for these financial statements, but may affect the City in future years: Statement No. 60 Accounting and Financial Reporting for Service Concession Arrangements. The provisions of this Statement are effective for financial statements for periods beginning after December 15, 2011. Statement No. 61 The Financial Reporting Entity Omnibus – An Amendment of GASB No. 14 and No. 34. The provisions of this Statement are effective for financial statements for periods beginning after June 15, 2012. Statement No. 62 Codification of Accounting and Financial Reporting Guidance Contained in Pre-November 30, 1989 FASB and AICPA Pronouncements. The provisions of this Statement are effective for financial statements for periods beginning after June 15, 2011. Statement No. 63 Financial Reporting of Deferred Outflows of Resources, Deferred Inflows of Resources and Net Position. The provisions of this Statement are effective for financial statements for periods beginning after December 15, 2011. Statement No. 65 Items Previously Reported as Assets and Liabilities. The provisions of this Statement are effective for financial statements for periods beginning after December 15, 2012. Statement No. 66 Technical Corrections – 2012. The provisions of this Statement are effective for financial statements for periods beginning after December 15, 2012. The effect these standards may have on future financial statements is not determinable at this time. 78 REQUIRED SUPPLEMENTARY INFORMATION 79 CITY OF COLUMBIA HEIGHTS, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 10 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 1 of 2 For The Year Ended December 31, 2011 With Comparative Actual Amounts For The Year Ended December 31, 2010 Variance with Budgeted Amounts Final Budget2010 ActualPositive Actual OriginalFinalAmounts(Negative)Amounts Revenues: Taxes$7,724,711$7,074,915$7,263,658$188,743$6,770,957 Licenses and permits193,200193,200158,385(34,815)179,883 Intergovernmental: Market value homestead credit - 649,796172,810(476,986)171,455 All other1,087,3031,122,6461,498,355375,7091,485,825 Charges for services598,050635,451589,915(45,536)587,971 Fines and forfeitures131,000131,000146,14015,140159,836 Investment income: Interest and dividends73,03673,03694,44121,405122,147 Change in fair value16,95816,95852,15035,192(26,141) Other revenues10,50010,5006,156(4,344)15,435 Total revenues9,834,758 9,907,502 9,982,010 74,508 9,467,368 Expenditures: General government: Council 144,267144,267140,8283,439131,924 Manager 412,243412,243398,34613,897402,190 Clerk 72,96772,96765,6437,324108,815 Legal 186,716186,716167,54019,176167,540 Finance 716,204716,204710,0486,156708,741 Assessing 133,517133,517120,23713,280116,163 General government buildings 137,718137,718154,467(16,749)138,731 Capital outlay 60,08660,08628,47531,611 - Total general government 1,863,718 1,863,718 1,785,584 78,134 1,774,104 Public safety: Police and animal control 3,633,2283,695,1983,590,327104,8713,557,916 Fire and emergency management1,329,5511,359,3251,334,98224,3431,250,797 Capital outlay 19,00019,00014,7914,209 - Total public safety 4,981,779 5,073,523 4,940,100 133,423 4,808,713 Public works: Engineering 340,370340,370279,06261,308268,167 Maintenance 1,035,8211,035,821955,25780,564972,086 Sanitation 123,939123,939101,64422,295101,690 Capital outlay 13,00013,00056,978(43,978)67,004 Total public works 1,513,130 1,513,130 1,392,941 120,189 1,408,947 Other Departments: Parks and recreation 1,741,9981,741,9981,442,978299,0201,411,042 Contingencies 50,00050,00022,21427,78610,188 Capital outlay - - 9,084(9,084) Total recreation 1,791,998 1,791,998 1,474,276 317,722 1,421,230 Total expenditures 10,150,625 10,242,369 9,592,901 649,468 9,412,994 Revenues over (under) expenditures (315,867)(334,867)389,109723,97654,374 2011 80 CITY OF COLUMBIA HEIGHTS, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 10 BUDGETARY COMPARISON SCHEDULE - GENERAL FUND Page 2 of 2 For The Year Ended December 31, 2011 With Comparative Actual Amounts For The Year Ended December 31, 2010 Variance with Budgeted Amounts Final Budget2010 ActualPositive Actual OriginalFinalAmounts(Negative)Amounts Other financing sources (uses): Sale of capital assets $1,000$1,000$ - ($1,000)$ - Transfers in 364,559373,559371,397(2,162)699,500 Transfers out (217,536)(217,536)(233,690)(16,154)(207,786) Total other financing sources (uses)148,023 157,023 137,707 (19,316)491,714 Net change in fund balance ($167,844)($177,844)526,816$704,660 546,088 Fund balance - January 1 5,342,239 4,796,151 Fund balance - December 31 $5,869,055 $5,342,239 2011 81 CITY OF COLUMBIA HEIGHTS, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 11 SCHEDULE OF FUNDING PROGRESS FOR THE RETIREE HEALTH PLAN For The Year Ended December 31, 2011 Actuarial Accrued UAAL as a ActuarialActuarialLiability (AAL)Unfunded Percentage ValuationValue of - ProjectedAAL Funded Coveredof Covered Date AssetsUnit Credit(UAAL)Ratio Payroll Payroll 1/1/2008$ - $257,138 $257,1380%N/A N/A 1/1/2011 - 775,238 775,2380%N/A N/A 82 CITY OF COLUMBIA HEIGHTS, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION BUDGETARY COMPARISON SCHEDULE NOTE TO RSI December 31, 2011 Note A BUDGETS The legal level of budgetary control is at the fund level. The General Fund and the following Special Revenue Fund budgets are legally adopted on a basis consistent with accounting principles generally accepted in the United States of America: • Nonmajor special revenue funds: Cable television fund Library fund Community development fund Economic Development Authority (component unit): Economic Development Authority administration fund Housing and Redevelopment Authority (component unit): Parkview villa north fund Parkview villa south fund 83 - This page intentionally left blank - 84 COMBINING AND INDIVIDUAL FUND STATEMENTS AND SCHEDULES 85 NONMAJOR GOVERNMENTAL FUNDS 86 SPECIAL REVENUE FUNDS A Special Revenue Fund is used to account for the proceeds of special revenue sources that are legally restricted to expenditures for specified purposes. DEBT SERVICE FUNDS The Debt Service Funds are used to account for the accumulation of resources for, and payment of, interest, principal, and related costs on general long-term debt (other than debt of the proprietary funds.) CAPITAL PROJECT FUNDS The Capital Projects Funds account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by proprietary funds.) 87 CITY OF COLUMBIA HEIGHTS, MINNESOTA COMBINING BALANCE SHEET Statement 12 NONMAJOR GOVERNMENTAL FUNDS December 31, 2011 Total Nonmajor Special DebtCapital Governmental Assets RevenueServiceProjectFunds Cash and investments $3,595,692$3,028,152$1,446,858$8,070,702 Receivables: Accounts 78,476 - - 78,476 Taxes 14,78431,617 - 46,401 Interest 6,500 6,500 3,90016,900 Loans - - - - Due from other governmental units 101,817 - 92,323194,140 Interfund receivable 27,308 - - 27,308 Prepayments 3,046 - - 3,046 Real estate held for resale 149,9881,204,086393,4731,747,547 Total assets $3,977,611$4,270,355$1,936,554$10,184,520 Liabilities and Fund Balance Liabilities: Accounts payable $74,316$98,927 $199$173,442 Accrued salaries and withholdings payable 21,931 - - 21,931 Contracts payable - retained percentage - 3,06310,72713,790 Due to other governmental units 37,690 - - 37,690 Interfund payable 33,04646,89284,152164,090 Deferred revenue 85,96725,239 - 111,206 Deposits 27,759 - - 27,759 Total liabilities 280,709174,12195,078549,908 Fund balance: Nonspendable 153,0341,204,086393,4731,750,593 Restricted 375,0882,890,407 - 3,265,495 Committed 3,171,562 - 1,448,0034,619,565 Assigned - - - - Unassigned (2,782)1,741 - (1,041) Total fund balance 3,696,9024,096,2341,841,4769,634,612 Total liabilities and fund balance $3,977,611$4,270,355$1,936,554$10,184,520 88 CITY OF COLUMBIA HEIGHTS, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE Statement 13 NONMAJOR GOVERNMENTAL FUNDS For The Year Ended December 31, 2011 Total Nonmajor Special Debt CapitalGovernmental RevenueService Project Funds Revenues: Taxes $1,063,001$807,814$ - $1,870,815 Tax increment collections - 548,960 - 548,960 Licenses and permits 219,972 - - 219,972 Intergovernmental 255,358 44,816 92,323392,497 Charges for services 1,016,808 - - 1,016,808 Fines and forfeitures 23,949 - - 23,949 Investment income: Interest and dividends 43,289 38,900 23,900106,089 Change in fair value 22,300 21,400 13,300 57,000 Other revenues 53,218 - 773 53,991 Total revenues 2,697,895 1,461,890 130,296 4,290,081 Expenditures: Current: General government 84,787 - 561 85,348 Public safety 21,130 - 11,117 32,247 Public works - 900 250 1,150 Cultureandrecreation 821406 31647 853053Culture and recreation 821,406 - 31,647 853,053 Community development 1,196,331 29,539 - 1,225,870 Capital outlay: Public works - - 531,273531,273 Community development 13,273 517 - 13,790 Debt service: Principal retirement - 1,614,022 - 1,614,022 Interest and fiscal charges - 883,110 - 883,110 Developer incentives - 181,638 - 181,638 Total expenditures 2,136,927 2,709,726 574,848 5,421,501 Revenues over (under) expenditures 560,968 (1,247,836)(444,552)(1,131,420) Other financing sources (uses): Transfers in 5,2001,211,991100,0001,317,191 Transfers out (215,357)(194,400) - (409,757) Total other financing sources (uses)(210,157)1,017,591 100,000 907,434 Net change in fund balance 350,811 (230,245)(344,552)(223,986) Fund balance - January 1 3,346,0914,326,4792,186,0289,858,598 Fund balance - December 31 $3,696,902$4,096,234$1,841,476$9,634,612 89 - This page intentionally left blank - 90 NONMAJOR SPECIAL REVENUE FUNDS The City of Columbia Heights had the following Nonmajor Special Revenue Funds during the year: Cable Television Fund 225 – established to account for revenues and expenditures associated with the cable television franchise. Police Forfeiture Fund 265 – established to account for forfeited cash and property received by the police department. Police Community Programs Fund 270 – established to account for revenues and expenditures of various police activities, including the DARE (Drug Abuse Resistance Education) program, police reserve officers and other activities. Police Grants Fund 272 – established to account for revenues and expenditures of various grants for police activities. Library Fund 240 – established in 1993 to account for revenues and expenditures of the library. After School Programs Fund 261 – established to account for revenues and expenditures associated with various youth enrichment activities conducted by the recreation department and the library, under agreements with Independent School District 13. Contributed Projects – Recreation Fund 881 – established to monitor contributions for recreational activities and related expenditures. Contributed Projects – Other Fund 883 – established to monitor contributions and related expenditures for activities other than recreation. Special Projects Fund 226 – established to monitor revenues from special projects and related expenditures. Community Development Fund 201 – established to account for revenues and expenditures associated with planning, building inspections, and community development projects within the City. Anoka County Comm Dev Programs Fund 202 – established to account for revenues and expenditures of community development programs funded by or passed through Anoka County to the City. 91 - This page intentionally left blank - 92 Economic Development Authority – a separate legal entity from the City. The mayor and City Council comprise the majority membership of this component unit. Its purpose is to foster economic development in the City. Economic Development Authority Administration Fund 204 – established to account for revenues and expenditures of all EDA activity not accounted for in other EDA funds. Housing and Redevelopment Authority – a separate legal entity from the City. The mayor and City Council comprise the majority membership of this component unit. Its purpose is to operate a senior housing complex. Parkview Villa North Fund 203 – established to account for the revenues and expenditures of the low-income, federally subsidized portion of a senior housing complex. Parkview Villa South Fund 213 – established to account for the revenues and expenditures of the market-rate, non-federal portion of a senior housing complex. 93 CITY OF COLUMBIA HEIGHTS, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR SPECIAL REVENUE FUNDS December 31, 2011 Cable Television Fund 225 Police Forfeiture Fund 265 Police Community Programs Fund 270 Police Grants Fund 272 Library Fund 240 Assets Cash and investments $359,661$56,587$ - $ - $168,694 Receivables: Accounts 43,456 - - - - Taxes - - - - - Interest 1,000 - - - 700 Loans - - - - - Due from other governmental units - - - 10,800 - Interfund receivable - - - - - Prepayments - - - - 3,046 Real estate held for resale - - - - - Total assets $404,117 $56,587 $0 $10,800 $172,440 Liabilities and Fund Balance Liabilities: Accounts payable $9,512$ - $ - $427$10,845 Accrued salaries and withholdings payable - - - - 11,279 Due to other governmental units - - - - 2,770 Interfund payable - - - 13,155 - Deferred revenue - 41,979 - - - Deposits - - - - - Total liabilities 9,51241,979 013,58224,894 Fund balance: Nonspendable - - - - 3,046 Restricted - 14,608 - - - Committed 394,605 - - - 144,500 Assigned - - - - - Unassigned - - - (2,782) - Total fund balance 394,60514,608 0(2,782)147,546 Total liabilities and fund balance $404,117 $56,587 $0 $10,800 $172,440 94 Statement 14 After-School Programs Fund 261 Contributed Projects - Recreation - Fund 881 Contributed Projects - Other - Fund 883 Special Projects Fund 226 Community Development Fund 201 Anoka County Comm Dev Programs Fund 202 EDA Admin Fund 204 (Component Unit) HRA Funds (Component Unit) Total Nonmajor Special Revenue Funds $156,759$130,416$224,852$371,594$219,438$7,910$167,446$1,732,335$3,595,692 - - - - 500 - 31,9242,59678,476 - - - - - - 14,784 - 14,784 400 400 600900 600 - 2001,7006,500 - - - - - - - - - 4,828 - - - - - - 86,189101,817 - - - - - - 27,308 - 27,308 - - - - - - - - 3,046 - - - - - 149,988 - - 149,988 $161,987 $130,816 $225,452 $372,494 $220,538 $157,898 $241,662 $1,822,820 $3,977,611 $1,648$2,098$ - $ - $1,101$1,600$428$46,657$74,316 287 - - - 4,394 - 5,971 - 21,931 - - - - - - - 34,92037,690 - - - - - - - 19,89133,046 - - - 29,054 - - 12,6392,29585,967 - - - - 500 - - 27,25927,759 1,9352,098 029,0545,9951,60019,038131,022280,709 - - - - - 149,988 - - 153,034 - 128,718225,452 - - 6,310 - - 375,088 160,052 - - 343,440214,543 - 222,6241,691,7983,171,562 - - - - - - - - - - - - - - - - - (2,782) 160,052128,718225,452343,440214,543156,298222,6241,691,7983,696,902 $161,987 $130,816 $225,452 $372,494 $220,538 $157,898 $241,662 $1,822,820 $3,977,611 95 CITY OF COLUMBIA HEIGHTS, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE NONMAJOR SPECIAL REVENUE FUNDS For The Year Ended December 31, 2011 3 Cable Television Fund 225 Police Forfeiture Fund 265 Police Community Programs Fund 270 Police Grants Fund 272 Library Fund 240 Revenues: Taxes$ - $ - $ - $ - $757,620 Licenses and permits - - - - - Intergovernmental - - - 11,303 - Fees/program revenues174,668 - - - 8,983 Rents - - - - - Fines and forfeitures - 8,428 - - 15,521 Investment income: Interest and dividends6,100 - - - 4,600 Change in fair value3,400 - - - 2,500 Other revenues: Contributions - - - - - Miscellaneous - - - - 60 Total revenues184,1688,428011,303789,284 Expenditures: Personal services2,273 - - - 548,490 Supplies14,5476,500 - 13,443119,382 Other services and charges 39,969 545 - 64280,930 Capital outlay - 979 - - - Total expenditures 56,7898,024 014,085748,802 Revenues over (under) expenditures 127,379 404 0(2,782)40,482 Other financing sources (uses): Transfers in - - - - - Transfers out (66,668) - - - (32,469) Sale of capital assets - - - - - Total other financing sources (uses)(66,668)0 0 0(32,469) Net change in fund balance 60,711 404 0(2,782)8,013 Fund balance - January 1 333,89414,204 - - 139,533 Fund balance - December 31 $394,605 $14,608 $0 ($2,782)$147,546 96 Statement 15 After-School Programs Fund 261 Contributed Projects - Recreation - Fund 881 Contributed Projects - Other - Fund 883 Special Projects Fund 226 Community Development Fund 201 Anoka County Comm Dev Programs Fund 202 EDA Admin Fund 204 (Component Unit) HRA Funds (Component Unit) Total Nonmajor Special Revenue Funds $ - $ - $ - $ - $ - $ - $305,381$ - $1,063,001 - - - - 219,972 - - - 219,972 46,046 - - - - 6,00015,259176,750255,358 21,5251,094 - 19,860 - - 43,740 - 269,870 - - - 82,352 - - - 664,586746,938 - - - - - - - - 23,949 2,4002,2004,0005,7003,700 - 1,50013,08943,289 1,3001,2002,2003,1002,100 - 8005,70022,300 - 26,04011,035 - - - - - 37,075 - - - - 20 - - 16,06316,143 71,27130,53417,235111,012225,7926,000366,680876,1882,697,895 29,482 - - - 227,347 - 215,09437,0001,059,686 7,46615,95727,433 - 3,119 - 3,33331,723242,903 17,2332,466 565 - 13,3246,00013,585645,806821,065 - - - - - 2,439 - 9,85513,273 54,18118,42327,998 0243,7908,439232,012724,3842,136,927 17,09012,111(10,763)111,012(17,998)(2,439)134,668151,804560,968 - - 5,200 - - - - - 5,200 - - - - (13,110) - (103,110) - (215,357) - - - - - - - - - 0 05,200 0(13,110)0(103,110)0(210,157) 17,09012,111(5,563)111,012(31,108)(2,439)31,558151,804350,811 142,962116,607231,015232,428245,651158,737191,0661,539,9943,346,091 $160,052 $128,718 $225,452 $343,440 $214,543 $156,298 $222,624 $1,691,798 $3,696,902 97 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - CABLE TELEVISION FUND 225 Statement 16 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2011 With Comparative Actual Amounts For The Year Ended December 31, 2010 Variance with Budgeted Amounts Final Budget-2010 ActualPositiveActual OriginalFinalAmounts(Negative)Amounts Revenues: Franchise fees$168,000$168,000$174,668$6,668$171,766 Investment income: Interest and dividends - - 6,1006,1005,900 Change in fair value - - 3,4003,400(1,400) Total revenues168,000168,000184,16816,168176,266 Expenditures: Personal services 6,4646,4642,2734,1912,042 Supplies 21,65021,65014,5477,103 70 Other services and charges 34,66034,66039,969(5,309)58,130 Capital outlay - - - - - Total expenditures 62,77462,77456,7895,98560,242 Revenues over expenditures 105,226105,226127,37922,153116,024 Other financing sources (uses): Transfers out (66,668)(66,668)(66,668) - (56,668) Net change in fund balance $38,558 $38,558 60,711$22,153 59,356 Fund balance - January 1 333,894 274,538 Fund balance - December 31 $394,605 $333,894 2011 98 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - POLICE FORFEITURE FUND 265 Statement 17 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - ACTUAL For The Year Ended December 31, 2011 With Comparative Amounts For The Year Ended December 31, 2010 20112010 Revenues: Forfeitures $8,428$14,396 Expenditures: Supplies 6,5001,502 Other services and charges545 - Capital outlay 979 - Total expenditures 8,0241,502 Revenues over (under) expenditures404 12,894 Fund balance - January 114,2041,310 Fund balance - December 31$14,608 $14,204 99 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - POLICE COMMUNITY PROGRAMS FUND 270 Statement 18 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2011 With Comparative Actual Amounts For The Year Ended December 31, 2010 Variance with Budgeted Amounts Final Budget-2010 ActualPositiveActual OriginalFinalAmounts(Negative)Amounts Revenues: Intergovernmental $ - $ - $ - $ - $2,414 Expenditures: Personal services 4,864 - - - 9,761 Supplies 10,636 - - - 9,743 Other services and charges 4,500 - - - 30 Total expenditures 20,000 0 0 0 19,534 Revenues over (under) expenditures (20,000)0 0 0 (17,120) Other financing sources (uses): Transfers in - - - - 9,000 Transfers out - - - - (36,370) Total other financing sources (uses) - - - - (27,370) Net change in fund balance ($20,000)$0 0 $0 (44,490) Fund balance - January 1 - 44,490 Fund balance - December 31 $0 $0 2011 100 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - POLICE GRANTS FUND 272 Statement 19 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - ACTUAL For The Year Ended December 31, 2011 With Comparative Amounts For The Year Ended December 31, 2010 20112010 Revenues: Intergovernmental $11,303 $16,026 Miscellaneous - - Total revenues 11,30316,026 Expenditures: Supplies 13,44314,373 Other services and charges6421,653 Capital outlay - - Total expenditures14,08516,026 Revenues over expenditures(2,782)0 Fund balance - January 1 - - Fund balance - December 31($2,782)$0 101 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - LIBRARY FUND 240 Statement 20 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2011 With Comparative Actual Amounts For The Year Ended December 31, 2010 Variance with Budgeted Amounts Final Budget-2010 ActualPositiveActual OriginalFinalAmounts(Negative)Amounts Revenues: Taxes $757,620$757,620$757,620$ - $738,393 Charges for services 10,30010,300 8,983(1,317)9,805 Fines 17,00017,00015,521(1,479)14,461 Investment income: Interest and dividends 4,500 4,500 4,600 1004,400 Change in fair value - - 2,500 2,500(1,100) Other revenues: Miscellaneous 225 225 60 (165) - Contributions 800 800 - (800) - Total revenues 790,445 790,445 789,284 (1,161)765,959 Expenditures: Personal services 549,691569,423548,49020,933525,743 Supplies 124,475124,475119,382 5,09398,719 Other services and charges 106,53586,80380,930 5,87386,354 Total expenditures 780,701 780,701 748,802 31,899 710,816 Revenues over (under) expenditures 9,744 9,744 40,482 30,738 55,143 Other financing sources (uses): Transfers out (27,269)(27,269)(32,469)(5,200)(18,864) Sale of capital assets 25 25 - (25) - Total other financing sources (uses)(27,244)(27,244)(32,469)(5,225)(18,864) Net change in fund balance ($17,500)($17,500)8,013 $25,513 36,279 Fund balance - January 1 139,533 103,254 Fund balance - December 31 $147,546 $139,533 2011 102 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - AFTER SCHOOL PROGRAMS FUND 261 Statement 21 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - ACTUAL For The Year Ended December 31, 2011 With Comparative Amounts For The Year Ended December 31, 2010 20112010 Revenues: Intergovernmental $46,046$55,787 Program revenue 21,52519,622 Investment income: Interest and dividends2,4002,500 Change in fair value1,300(600) Total revenues71,27177,309 Expenditures: Personal services 29,48230,355 Supplies 7,4669,707 Other services and charges 17,23317,217 Total expenditures 54,18157,279 Revenues over expenditures 17,09020,030 Fund balance - January 1 142,962122,932 Fund balance - December 31$160,052 $142,962 103 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - RECREATION CONTRIBUTED PROJECTS FUND 881 Statement 22 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - ACTUAL For The Year Ended December 31, 2011 With Comparative Amounts For The Year Ended December 31, 2010 20112010 Revenues: Investment income: Program revenue $1,094$ - Interest and dividends2,2002,400 Change in fair value1,200(600) Other revenue: Contributions 26,04037,687 Miscellaneous - 616 Total revenues 30,534 40,103 Expenditures: Supplies 15,957 11,599 Other services and charges 2,466 100 Capital outlay - - Total expenditures 18,423 11,699 Revenues over expenditures 12,111 28,404 Fund balance - January 1 116,607 88,203 Fund balance - December 31 $128,718 $116,607 104 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - CONTRIBUTED PROJECTS - OTHER FUND 883 Statement 23 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - ACTUAL For The Year Ended December 31, 2011 With Comparative Amounts For The Year Ended December 31, 2010 20112010 Revenues: Investment income: Interest and dividends$4,000$5,900 Change in fair value 2,200(1,400) Contributions 11,0358,204 Miscellaneous - 15 Total revenues17,23512,719 Expenditures: Personal services - - Supplies 27,43311,960 Other services and charges5651,250 Capital outlay - - Total expenditures27,998 13,210 Revenues over expenditures (10,763)(491) Other financing sources (uses): Transfers in 5,200 1,950 Transfers out - (43,242) 5,200 (41,292) Net change in fund balance (5,563)(41,783) Fund balance - January 1 231,015 272,798 Fund balance - December 31 $225,452 $231,015 105 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - SPECIAL PROJECTS FUND 226 Statement 24 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - ACTUAL For The Year Ended December 31, 2011 With Comparative Amounts For The Year Ended December 31, 2010 20112010 Revenues: Fees/program revenue $19,860$20,086 Rents 82,35270,653 Investment income: Interest and dividends 5,7005,700 Change in fair value 3,100(1,400) Total revenues 111,012 95,039 Expenditures: Other services and charges - - Revenues over expenditures 111,012 95,039 Other financing sources (uses): Transfers out - (42,000) Net change in fund balance 111,012 53,039 Fund balance - January 1 232,428179,389 Fund balance - December 31 $343,440$232,428 106 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - COMMUNITY DEVELOPMENT FUND 201 Statement 25 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2011 With Comparative Actual Amounts For The Year Ended December 31, 2010 Variance with Budgeted Amounts Final Budget-2010 ActualPositiveActual OriginalFinalAmounts(Negative)Amounts Revenues: Licenses and permits$219,500$219,500$219,972$472$299,265 Investment income: Interest and dividends - - 3,7003,7004,000 Change in fair value - - 2,1002,100(1,000) Miscellaneous - - 2020 - Total revenues219,500 219,500 225,792 6,292 302,265 Expenditures: Personal services225,148225,148227,347(2,199)191,235 Supplies4,7304,7303,1191,6111,659 Other services and charges20,83520,83513,3247,51113,421 Total expenditures250,713 250,713 243,790 6,923 206,315 Revenues over (under) expenditures(31,213)(31,213)(17,998)13,215 95,950 Other financing sources (uses): Transfers in - - - - - Transfers out(13,110)(13,110)(13,110) - (12,666) Total other financing sources (uses)(13,110)(13,110)(13,110)0 (12,666) Net change in fund balance($44,323)($44,323)(31,108)$13,215 83,284 Fund balance - January 1245,651162,367 Fund balance - December 31$214,543 $245,651 2011 107 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - ANOKA COUNTY COMM DEV PROGRAMS FUND 202 Statement 26 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - ACTUAL For The Year Ended December 31, 2011 With Comparative Amounts For The Year Ended December 31, 2010 20112010 Revenues: Intergovernmental $6,000$149,727 Investment income: Interest and dividends - - Total revenues6,000149,727 Expenditures: Other services and charges6,0004,887 Capital outlay 2,439 15,858 Total expenditures 8,439 20,745 Revenues over expenditures (2,439)128,982 Fund balance - January 1 158,737 29,755 Fund balance - December 31 $156,298 $158,737 108 CITY OF COLUMBIA HEIGHTS, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 27 BUDGETARY COMPARISON SCHEDULE - ECONOMIC DEVELOPMENT AUTHORITY ADMINISTRATION FUND 204 (COMPONENT UNIT) For The Year Ended December 31, 2011 With Comparative Actual Amounts For The Year Ended December 31, 2010 Variance with Budgeted Amounts Final Budget-2010 ActualPositiveActual OriginalFinalAmounts(Negative)Amounts Revenues: Taxes $325,185$340,444$305,381($35,063)$324,542 Fees/program revenues - - 43,74043,740 - Intergovernmental: Market value homestead credit - 15,25915,259 - 14,692 Investment income: Interest and dividends - - 1,500 1,500 900 Change in fair value - - 800 800 (200) Total revenues 325,185355,703366,68010,977339,934 Expenditures: Personal services 252,197252,197215,09437,103253,707 Other services and charges 29,54429,54413,58515,95916,571 Supplies 4,400 4,400 3,333 1,067 1,063 Capital outlay - - - - - Total expenditures 286,141286,141232,01254,129271,341 Revenues over (under) expenditures 39,04469,562134,66865,10668,593 Other financing sources (uses): Transfers in - - - - 37,500 Transfers out (103,110)(103,110)(103,110) - (63,666) Total other financing sources (uses)(103,110)(103,110)(103,110)0 (26,166) Net change in fund balance ($64,066)($33,548)31,558$65,10642,427 Fund balance - January 1 191,066 148,639 Fund balance - December 31 $222,624 $191,066 2011 109 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUNDS - HOUSING AND REDEVELOPMENT AUTHORITY (COMPONENT UNIT)Statement 28 COMBINING BALANCE SHEET December 31, 2011 ParkviewParkviewTotal VillaVillaHousing and NorthSouthRedevelopment Fund 203Fund 213Authority Assets Cash and investments $1,000,165 $732,170 $1,732,335 Receivables: Accounts 2,593 3 2,596 Interest - 1,700 1,700 Interfund receivable - - - Due from other governmental units 86,189 - 86,189 Total assets $1,088,947 $733,873 $1,822,820 Liabilities and Fund Balance Liabilities: Accounts payable $35,970 $10,687 $46,657 Due to other governmental units 22,204 12,716 34,920 Interfund payable 13,638 6,253 19,891 Deferred revenue 1,229 1,066 2,295 Deposits 17,556 9,703 27,259 Total liabilities 90,597 40,425 131,022 Fund balance: Committed 998,350 693,448 1,691,798 Total fund balance 998,350 693,448 1,691,798 Total liabilities and fund balance $1,088,947 $733,873 $1,822,820 110 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUNDS - HOUSING AND REDEVELOPMENT AUTHORITY (COMPONENT UNIT)Statement 29 COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For The Year Ended December 31, 2011 Parkview Parkview Total Villa Villa Housing and North SouthRedevelopment Fund 203 Fund 213 Authority Revenues: Intergovernmental $176,750 $ - $176,750 Rents 351,037 313,549 664,586 Investment income: Interest and dividends 2,789 10,300 13,089 Change in fair value - 5,700 5,700 Other revenues: Miscellaneous 9,907 6,156 16,063 Total revenues 540,483 335,705 876,188 Expenditures: Personal services 25,500 11,500 37,000 Supplies 21,187 10,536 31,723 Other services and charges 446,002 199,804 645,806 Capital outlay 9,855 - 9,855 Total expenditures 502,544 221,840 724,384 Revenues over expenditures 37,939 113,865 151,804 Fund balance - January 1 960,411 579,583 1,539,994 Fund balance - December 31 $998,350 $693,448 $1,691,798 111 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - HOUSING & REDEVELOPMENT AUTHORITY- Statement 30 PARKVIEW VILLA NORTH FUND 203 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2011 With Comparative Actual Amounts For The Year Ended December 31, 2010 Variance with Budgeted Amounts Final Budget-2010 ActualPositiveActual OriginalFinalAmounts(Negative)Amounts Revenues: Intergovernmental revenue $357,500$357,500$176,750($180,750)$492,940 Rents 324,260324,260351,03726,777341,456 Investment income: Interest and dividends 6,8916,8912,789(4,102)16,500 Change in fair value - - - - (4,000) Other revenues - - 9,9079,9079,540 Total revenues 688,651688,651540,483(148,168)856,436 Expenditures: Personal services 26,01326,01325,500 51325,380 Supplies 21,65021,65021,187 46331,561 Other services and charges 457,397457,397446,00211,395420,046 Capital outlay 112,000112,0009,855102,145280,730 Total expenditures 617,060617,060502,544114,516757,717 Revenues over (under) expenditures $71,591$71,59137,939($33,652)98,719 Fund balance - January 1 960,411 861,692 Fund balance - December 31 $998,350 $960,411 2011 112 CITY OF COLUMBIA HEIGHTS, MINNESOTA SPECIAL REVENUE FUND - HOUSING & REDEVELOPMENT AUTHORITY - Statement 31 PARKVIEW VILLA SOUTH FUND 213 SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL For The Year Ended December 31, 2011 With Comparative Actual Amounts For The Year Ended December 31, 2010 Variance with Budgeted Amounts Final Budget-2010 ActualPositiveActual OriginalFinalAmounts(Negative)Amounts Revenues: Rents $306,479$306,479$313,549$7,070$302,408 Investment income: Interest and dividends - - 10,30010,30011,100 Change in fair value - - 5,700 5,700(2,700) Other 2,650 2,650 6,156 3,506 6,110 Total revenues 309,129309,129335,70526,576316,918 Expenditures: Personal services 11,68711,68711,500 18711,402 Supplies 12,12512,12510,536 1,589 9,337 Other services and charges 205,126205,126199,804 5,322197,303 Capital outlay 35,00035,000 - 35,000 - Total expenditures 263,938263,938221,84042,098218,042 Revenues over expenditures $45,191$45,191113,865$68,67498,876 Fund balance - January 1 579,583 480,707 Fund balance - December 31 $693,448 $579,583 2011 113 - This page intentionally left blank - 114 NONMAJOR DEBT SERVICE FUNDS The City of Columbia Heights had the following kinds of Nonmajor Debt Service Funds during the year: Bond Debt Service Funds – are separate funds used to account for the revenues and expenditures of each separate bond issue. Tax Increment Financing Funds – are separate funds used to account for the revenues and expenditures of each separate Tax Increment Financing District. 115 CITY OF COLUMBIA HEIGHTS, MINNESOTA SUBCOMBINING BALANCE SHEET NONMAJOR DEBT SERVICE FUNDS December 31, 2011 G.O. Improvement/ Revenue Bonds 2003A Fund 388 G.O. Improvement/ Revenue Bonds 2006A Fund 340 G.O. Street Rehabilitation Bonds 2007 Fund 341 G.O. Public Safety Center Bonds 2008B Fund 343 Assets Cash and investments $ - $720,994$112,000$494,361 Receivables: Taxes - - 9373,172 Interest - 1,300 100800 Land held for resale - - - - Total assets$0$722,294$113,037$498,333 Liabilities and Fund Balance Liabilities: Accounts payable $ - $ - $ - $ - Contracts payable - retained percentage Due to other governmental units - - - - Deferred revenue: Interfund payable - - - - Property taxes - delinquent - - - - Total liabilities 0 0 0 0 Fund balance (deficit): Nonspendable - - - - Restricted - 722,294113,037498,333 Committed - - - - Assigned - - - - Unassigned - - - - Total fund balance (deficit)0722,294113,037498,333 Total liabilities and fund balance $0$722,294$113,037$498,333 116 Statement 32 G.O. Public Facilities Bonds 2009A Fund 344 Tax Increment Bonds Fund 376 Sheffield TIF Redevelopment Fund 377 TIF Multi-Use Redevelopment Plan Fund 385 TIF Transition Block Fund 389 TIF 47th and Central Avenue Fund 371 TIF Huset Park Area Fund 372 EDA TIF Revenue Bonds 2007 Fund 373 Total Nonmajor Debt Service Funds $405,868$279,723$41,978 $74,584$60,864$383,321$206,901$247,558$3,028,152 1,384 - 3,781 51 - 16,1126,180 - 31,617 700900 - 2001001,6004004006,500 - 632,537 - - - 571,549 - - 1,204,086 $407,952$913,160$45,759 $74,835$60,964$972,582$213,481$247,958$4,270,355 $ - $308$ - $11,554$16,590$38,175$32,300$ - $98,927 695 2,368 3,063 - - - - - - - - - - - 28,83518,057 - - - - 46,892 - - 3,781 - - 15,5625,896 - 25,239 01,00332,61629,61116,59056,10538,1960174,121 - 632,537 - - - 571,549 - - 1,204,086 406,211279,62013,14345,22444,374344,928175,285247,9582,890,407 - - - - - - - - - - - - - - - - - - 1,741 - - - - - 2,600(2,600)1,741 407,952912,157 13,143 45,22444,374916,477177,885245,3584,096,234 $407,952$913,160$45,759 $74,835$60,964$972,582$216,081$245,358$4,270,355 EDA Component Unit 117 CITY OF COLUMBIA HEIGHTS, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE NONMAJOR DEBT SERVICE FUNDS For The Year Ended December 31, 2011 G.O. Improvement/ Revenue Bonds 2003A Fund 388 G.O. Improvement/ Revenue Bonds 2006A Fund 340 G.O. Street Rehabilitation Bonds 2007 Fund 341 G.O. Public Safety Center Bonds 2008B Fund 343 G.O. Public Facilities Bonds 2009A Fund 344 Revenues: Taxes $ - $ - $127,754$468,597$211,463 Tax increment collections - - - - - Intergovernmental - - - - - Investment income: Interest and dividends - 8,000 6004,800 2,300 Change in fair value - 4,400 3002,700 1,200 Total revenues 012,400128,654476,097214,963 Expenditures: Current: Other services and charges 900 - - - - Capital outlay: Community development - - - - - Debt service: Principal retirement 720,238410,78490,000190,000155,000Principal retirement 720,238 410,784 90,000 190,000 155,000 Interest and fiscal charges 32,56862,27634,601436,968136,416 Issuance costs - - - - - Developer incentives - - - - - Total expenditures 753,706473,060124,601626,968291,416 Revenues over (under) expenditures (753,706)(460,660)4,053(150,871)(76,453) Other financing sources (uses): Transfers in 269,651330,281 - 238,490179,169 Transfers out - - - - - Total other financing sources (uses)269,651330,281 0238,490179,169 Net change in fund balance (484,055)(130,379)4,05387,619102,716 Fund balance (deficit) - January 1 484,055852,673108,984410,714305,236 Fund balance (deficit) - December 31 $0$722,294$113,037$498,333$407,952 118 Statement 33 Tax Increment Bonds Fund 376 Sheffield TIF Redevelopment Fund 377 TIF Multi-Use Redevelopment Plan Fund 385 TIF Transition Block Fund 389 TIF 47th and Central Avenue Fund 371 TIF Huset Park Area Fund 372 EDA TIF Revenue Bonds 2007 Fund 373 Total Nonmajor Debt Service Funds $ - $ - $ - $ - $ - $ - $ - $807,814 - 72,20931,02834,503116,967294,253 - 548,960 - 5,530 373 - 3,19135,722 - 44,816 5,600 200 1,100 80010,2002,6002,70038,900 3,100 100 600 5005,6001,4001,50021,400 8,70078,03933,10135,803135,958333,9754,2001,461,890 17,0661,346 1,7862,0702,3724,899 - 30,439 (7,967) - - - 8,484 - - 517 - - - - - - 48,0001,614,022 EDA Component Unit 48,000 1,614,022 - 4,332 - - 26,410 - 149,539883,110 - - - - - - - - - - 23,10831,568 - 126,962 - 181,638 9,0995,67824,89433,63837,266131,861197,5392,709,726 (399)72,361 8,2072,16598,692202,114(193,339)(1,247,836) - - - - - - 194,4001,211,991 - - - - - (194,400) - (194,400) 0 0 0 0 0(194,400)194,4001,017,591 (399)72,361 8,2072,16598,6927,7141,061(230,245) 912,556(59,218)37,01742,209817,785170,171244,2974,326,479 $912,157$13,143$45,224$44,374$916,477$177,885$245,358$4,096,234 119 - This page intentionally left blank - 120 NONMAJOR CAPITAL PROJECT FUNDS The City of Columbia Heights had the following Nonmajor Capital Project Funds during the year: Economic Development Authority – a separate legal entity from the City. The mayor and City Council comprise the majority membership of this component unit. Its purpose is to foster economic development in the City. Housing Maintenance Fund 408 – established to account for activities to maintain the quality and quantity of housing in the City. Capital Improvement Parks Fund 412 – used to account for improvements in City parks. This includes park dedication fees when available, the use of which is limited by state statute to park improvements. Infrastructure Replacement Fund 430 – used to fund replacement of City infrastructure. Capital Equipment Fire Fund 439 – used to fund replacement of fire department capital assets. This fund is limited by state statute to fire department expenditures. The original source of the assets in this fund was excess funding in a fire pension plan. Capital Equipment Cable TV Fund 440 – used to fund replacement of cable television capital assets. Capital Building Library Fund 450 – used to fund replacement of the library building. 121 - This page intentionally left blank - 122 CITY OF COLUMBIA HEIGHTS, MINNESOTA SUBCOMBINING BALANCE SHEET Statement 34 NONMAJOR CAPITAL PROJECT FUNDS December 31, 2011 EDA (Component Unit) Housing Maintenance Fund 408 Capital Improvement Parks Fund 412 Infrastructure Replacement Fund 430 Capital Equipment Fire Fund 439 Capital Equipment Cable TV Fund 440 Capital Building Library Fund 450 Total Nonmajor Capital Project Funds Assets Cash and investments $ - $4,700$943,408$175,446$67,800$255,504$1,446,858 Due from other governments - 92,323 - - - - 92,323 Receivables: Interest - 6002,600500200 - 3,900 Real estate held for resale 393,473 - - - - - 393,473 Total assets $393,473$97,623$946,008$175,946$68,000$255,504$1,936,554 Liabilities and Fund Balance Liabilities: Accounts payable $ - $199$ - $ - $ - $ - $199 Contracts payable - retained percentage - 10,727 - - - - 10,727 Interfund payable - 84,152 - - - - 84,152 Total liabilities 095,078 0 0 0 095,078 Fund balance: Nonspendable 393,473 - - - - - 393,473 Restricted - - - - - - - Committed - 2,545946,008175,94668,000255,5041,448,003 Assigned - - - - - - - Unassigned - - - - - - - Total fund balance 393,4732,545946,008175,94668,000255,5041,841,476 Total liabilities and fund balance$393,473$97,623$946,008$175,946$68,000$255,504$1,936,554 123 CITY OF COLUMBIA HEIGHTS, MINNESOTA SUBCOMBINING STATEMENT OF REVENUES, EXPENDITURES AND Statement 35 CHANGES IN FUND BALANCE NONMAJOR CAPITAL PROJECT FUNDS For The Year Ended December 31, 2011 EDA (Component Unit) Housing Maintenance Fund 408 Capital Improvement Parks Fund 412 Infrastructure Replacement Fund 430 Capital Equipment Fire Fund 439 Capital Equipment Cable TV Fund 440 Capital Building Library Fund 450 Total Nonmajor Capital Project Funds Revenues: Intergovernmental $ - $92,323$ - $ - $ - $ - $92,323 Charges for services - - - - - - - Investment income: Interest and dividends - 3,40016,0003,1001,400 - 23,900 Change in fair value - 1,9008,9001,700800 - 13,300 Contributions - 773 - - - - 773 Total revenues 098,39624,9004,8002,200 0130,296 Expenditures: Current: Personal services - - - - - - - Other services and charges - 31,647 25011,117561 - 43,575 Capital outlay - 383,883 - - 147,390 - 531,273 Total expenditures 0415,530 25011,117147,951 0574,848 Revenue over (under) expenditures0(317,134)24,650(6,317)(145,751)0(444,552) Other financing sources (uses): Transfers in - 50,00050,000 - - - 100,000 Transfersout -------Transfers out - - - - - - - Total other financing sources (uses)050,00050,000000100,000 Net change in fund balance0(267,134)74,650(6,317)(145,751)0(344,552) Fund balance - January 1393,473269,679871,358182,263213,751255,5042,186,028 Fund balance - December 31$393,473$2,545$946,008$175,946$68,000$255,504$1,841,476 124 ENTERPRISE FUNDS The authority for these types of funds is derived from Section 69(b) of the City Charter which allows for Utility or other Public Service Enterprise Funds. The Enterprise Funds are members of the Proprietary Fund Type category, and, as such, are accounted for on the accrual basis of accounting. Revenues in the Enterprise Funds are recognized when they are earned and expenses are recognized when they are incurred. The Enterprise Funds are used to account for operations that are financed and/or operated in a manner similar to private business enterprises or where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Water Utility Fund – used to account for revenues and expenses associated with services to area residents. Sewer Utility Fund – used to account for revenues and expenses associated with sewer disposal within the City. Refuse Utility Fund – used to account for revenues and expenses associated with organized collection of refuse and recycling in the City. Storm Sewer Utility Fund – used to account for revenues and expenses associated with storm water disposal. Liquor Fund – used to account for revenues and expenses associated with the operation of three off-sale municipal liquor stores. 125 CITY OF COLUMBIA HEIGHTS, MINNESOTA WATER UTILITY FUND Statement 36 SUBCOMBINING SCHEDULE OF NET ASSETS December 31, 2011 With Comparative Totals for December 31, 2010 Operating Account Capital Equipment Replacement Account Capital Construction Account Debt Service Account Intrafund Eliminations Assets 20112010 Current assets: Cash and cash equivalents $18,705$498,768$ - $41,937$ - $559,410$738,512 Receivables: Accounts (net of allowance for uncollectables)543,527 - - - - 543,527532,616 Interest 1,9001,400 - 200 - 3,5003,800 Interfund receivable 695,481 - - 140,805(824,245)12,04118,947 Inventory - at cost 1,712 - - - - 1,7122,143 Total current assets 1,261,325500,168 0182,942(824,245)1,120,1901,296,018 Noncurrent assets: Capital assets: Land 45,223 - - - - 45,22345,223 Buildings 559,826 - - - - 559,826559,826 Equipment 462,515 - - - - 462,515456,629 Infrastructure 7,524,209 - - - - 7,524,2097,420,389 Construction in process - - 479,626 - - 479,626161,470 Total capital assets 8,591,773 0479,626 0 09,071,3998,643,537 Less: accumulated depreciation (4,044,729) - - - - (4,044,729)(3,840,014) Total capital assets (net of accumulated depreciation)4,547,044 0479,626 0 05,026,6704,803,523 Total noncurrent assets 4,547,044 0479,626 0 05,026,6704,803,523 Total assets 5,808,369500,168479,626182,942(824,245)6,146,8606,099,541 Totals Liabilities Current liabilities: Accounts payable 7,933 - 10,338 - - 18,2717,859 Accrued salaries and withholdings payable5,877 - - - - 5,8779,734 Due to other governmental units 96,976 - 205,722 - - 302,69892,292 Interfund payable - - 824,245398,000(824,245)398,000 - Accrued interest payable - - - 16,795 - 16,79527,049 Deposits - - - - - - - Compensated absences payable - current 3,330 - - - - 3,3303,229 Bonds payable - current - - - 152,880 - 152,880191,805 Total current liabilities 114,116 01,040,305567,675(824,245)897,851331,968 Noncurrent liabilities: Compensated absences payable - noncurrent25,222 - - - - 25,22221,291 Bonds payable - noncurrent - - - 951,490 - 951,4901,578,768 Total noncurrent liabilities 25,222 0 0951,490 0976,7121,600,059 Total liabilities 139,338 01,040,3051,519,165(824,245)1,874,5631,932,027 Net Assets Invested in capital assets, net of related debt4,547,044 - 479,626(1,502,370) - 3,524,3002,969,888 Restricted for debt service - 18,569 - 166,147 - 184,716239,987 Unrestricted 1,121,987481,599(1,040,305) - - 563,281957,639 Total net assets $5,669,031 $500,168 ($560,679)($1,336,223)$0 $4,272,297 $4,167,514 126 CITY OF COLUMBIA HEIGHTS, MINNESOTA WATER UTILITY FUND Statement 37 SUBCOMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For Year Ended December 31, 2011 With Comparative Totals for Year Ended December 31, 2010 Operating Account Capital Equipment Replacement Account Capital Construction Account Debt Service Account Intrafund Eliminations Operating revenues:20112010 Charges for services: Customer services $101,111$ - $ - $ - $ - $101,111$123,356 Penalties 55,819 - - - - 55,81954,953 Charges for sales: Water 2,290,210 - - - - 2,290,2102,236,231 Meter 6,190 - 76,663 - - 82,85383,224 Total operating revenues 2,453,330 076,663 0 02,529,9932,497,764 Operating expenses: Cost of sales 1,192,653 - - - - 1,192,6531,034,837 Distribution 630,452 - 222,023 - - 852,475622,272 Administration 18,426 - - - - 18,42619,377 Depreciation 204,716 - - - - 204,716209,889 Total operating expenses 2,046,247 0 222,023 0 0 2,268,270 1,886,375 Net income (loss) from operations 407,083 0 (145,360)0 0 261,723 611,389 Nonoperating revenues (expenses): Investment income 18,60013,200 - 2,200 - 34,00015,600 Miscellaneous revenues 810 - - - - 8105,742 Operating expense - - - (305) - (305) - Interest and fiscal charges - - - (58,425) - (58,425)(67,492) Total nonoperating revenues (expenses)19,410 13,200 0 (56,530)0 (23,920)(46,150) Totals Net income (loss) before transfers 426,493 13,200 (145,360)(56,530)0 237,803 565,239 Transfers in 106,76325,00014,837328,000(471,657)2,943 - Transfers out (503,800) - (103,820) - 471,657(135,963)(121,568) Total transfers (397,037)25,000 (88,983)328,000 0 (133,020)(121,568) Change in net assets 29,456 38,200 (234,343)271,470 0 104,783 443,671 Total net assets - January 1 5,639,575461,968(326,336)(1,607,693) - 4,167,514 3,723,843 Total net assets - December 31 $5,669,031$500,168($560,679)($1,336,223)$0$4,272,297$4,167,514 127 CITY OF COLUMBIA HEIGHTS, MINNESOTA WATER UTILITY FUND Statement 38 SUBCOMBINING SCHEDULE OF CASH FLOWS For Year Ended December 31, 2011 With Comparative Totals for Year Ended December 31, 2010 2011 2010 Cash flows from operating activities: Cash received from customers $2,519,587 $2,466,710 Cash paid to suppliers for goods and services (1,475,703)(1,441,403) Cash payments to employees for services (366,427)(356,190) Net cash provided by (used in) from operating activities 677,457 669,117 Cash flows from noncapital financing activities: Transfers in 474,600 - Transfers out (607,620)(121,568) Interfund receivable repaid by (advanced to) other funds (817,339)(18,947) Interfund payable (repaid to) advanced by other funds 1,222,245 - Net cash flows provided by (used in) noncapital financing activities 271,886 (140,515) Cash flows from capital and related financing activities: Acquisition of capital assets (427,862)(57,650) Bonds issued - - Principal payments - bonds (666,203)(269,029) Interest and fiscal charges (68,680)(72,103) Net cash flows provided by (used in) capital and related financing activities (1,162,745)(398,782) Cash flows from investing activities: Investment income 34,300 14,300 Net cash flows provided by (used in) investing activities 34,300 14,300 i(d)ihdhil ()Net increase (decrease) in cash and cash equivalents (179,102)144,120 Cash and cash equivalents - January 1 738,512 594,392 Cash and cash equivalents - December 31 $559,410 $738,512 Reconciliation of operating income to net cash flows from operating activities: Operating income $261,723 $611,389 Adjustments to reconcile operating income to net cash flows from operating activities: Depreciation expense 204,716 209,889 Miscellaneous revenues 505 5,742 Changes in assets and liabilities: (Increase) decrease in accounts receivable (10,911)(36,796) (Increase) decrease in inventory, at cost 431 552 Increase (decrease) in accounts payable 10,412 (422) Increase (decrease) in accrued salaries and withholdings payable (3,857)4,620 Increase (decrease) in due to other governmental units 4,684 (127,962) Adjustment for nonoperating portion 205,722 - Increase (decrease) in deposits payable - (1,000) Increase (decrease) in compensated absences payable 4,032 3,105 Total adjustments 415,734 57,728 Net cash flows provided by (used in) operating activities $677,457 $669,117 Noncash capital and related financing activities: Capital assets purchased/constructed on account $ - $147,171 128 CITY OF COLUMBIA HEIGHTS, MINNESOTA SEWER UTILITY FUND Statement 39 SUBCOMBINING SCHEDULE OF NET ASSETS December 31, 2011 With Comparative Totals for December 31, 2010 Operating Account Capital Equipment Replacement Account Capital Construction Account Debt Service Account Assets 20112010 Current assets: Cash and cash equivalents $725,410$447,888$585,839$ - $1,759,137$1,998,393 Receivables: Accounts (net of allowance for uncollectibles)370,478 - - - 370,478345,876 Interest 2,5001,2001,800 - 5,5008,500 Due from other governmental units - current - - - - - - Interfund receivables 46,394 - 28,835 - 75,229111,289 Prepayments 74,917 - - - 74,91775,091 Total current assets 1,219,699449,088616,474 02,285,2612,539,149 Noncurrent assets: Capital assets: Land 36,586 - - - 36,58636,586 Buildings100,426 - - - 100,426100,426 Equipment840,942 - - - 840,942840,942 Construction in progress - - 550,773 - 550,773102,690 Infrastructure5,482,680 - - - 5,482,6805,482,680 Total capital assets6,460,6340550,77307,011,4076,563,324 Less: accumulated depreciation (4,146,206) - - - (4,146,206)(3,975,466) Net capital assets2,314,4280550,77302,865,2012,587,858 Total noncurrent assets2,314,428 0 550,773 0 2,865,201 2,587,858 Totals Total assets 3,534,127449,0881,167,247 05,150,4625,127,007 Liabilities Current liabilities: Accounts payable 4,786 - 223,393 - 228,1794,388 Accrued salaries and withholdings payable 6,917 - 48 - 6,9653,846 Contracts payable - retained percentage 31,100 - 11,660 - 42,76031,100 Accrued interest payable - - - - - - Compensated absences payable - current 3,731 - - - 3,7313,513 Bonds payable - current - - - - - - Total current liabilities46,5340235,1010281,63542,847 Noncurrent liabilities: Compensated absences payable - noncurrent28,260 - - - 28,26023,161 Bonds payable - noncurrent - - - - - - Total noncurrent liabilities28,26000028,26023,161 Total liabilities 74,794 0235,101 0309,89566,008 Net Assets Invested in capital assets, net of related debt2,314,428 - 550,773 - 2,865,2012,587,858 Restricted for debt service - - - - - - Unrestricted 1,144,905449,088381,373 - 1,975,3662,473,141 Total net assets $3,459,333$449,088$932,146 $0$4,840,567$5,060,999 129 CITY OF COLUMBIA HEIGHTS, MINNESOTA SEWER UTILITY FUND Statement 40 SUBCOMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For Year Ended December 31, 2011 With Comparative Totals for Year Ended December 31, 2010 Operating Account Capital Equipment Replacement Account Capital Construction Account Debt Service Account Interfund Eliminations Operating revenues:20112010 Charges for services: Sewer service charges$1,521,142$ - $ - $ - $ - $1,521,142$1,592,133 Operating expenses: Disposal 901,096 - - - - 901,096866,612 Collection 367,446 - 204,094 - - 571,540365,978 Administration 19,335 - - - - 19,33519,315 Depreciation 170,740 - - - - 170,740177,083 Total operating expenses1,458,617 0204,094 0 01,662,7111,428,988 Net income (loss) from operations62,525 0(204,094)0 0(141,569)163,145 Nonoperating revenues (expenses) Investment income 23,60011,80021,932 - - 57,33244,205 Miscellaneous revenues 2,710 - - - - 2,7102,189 Interest and fiscal charges - - - - - - (17) Total nonoperating revenues (expenses)26,310 11,800 21,932 0 0 60,042 46,377 Net income (loss) before transfers88,835 11,800 (182,162)0 0 (81,527)209,522 Totals Net income (loss) before transfers 88,835 11,800 (182,162)0 0 (81,527)209,522 Capital contributions - - - - - - 234,668 Transfers in - 25,000175,324 - (200,324) - - Transfers out (339,229) - - - 200,324(138,905)(124,048) Total transfers (339,229)25,000 175,324 0 0 (138,905)110,620 Change in net assets (250,394)36,800 (6,838)0 0 (220,432)320,142 Net assets - January 1 3,709,727412,288938,984 - - 5,060,9994,740,857 Net assets - December 31 $3,459,333$449,088$932,146$0 $0$4,840,567$5,060,999 130 CITY OF COLUMBIA HEIGHTS, MINNESOTA SEWER UTILITY FUND Statement 41 SUBCOMBINING SCHEDULE OF CASH FLOWS For Year Ended December 31, 2011 With Comparative Totals for Year Ended December 31, 2010 20112010 Cash flows from operating activities: Cash received from customers $1,499,250 $1,660,882 Cash paid to suppliers for goods and services (1,026,583)(1,183,192) Cash payments to employees for services (221,327)(214,162) Net cash flows provided by (used in) operating activities 251,340 263,528 Cash flows from noncapital financing activities: Transfers in 200,324 - Transfers out (339,229)(124,048) Interfund receivable repaid by (advanced to) other funds 36,060 75,339 Net cash flows provided by (used in) noncapital financing activities (102,845)(48,709) Cash flows from capital and related financing activities: Acquisition of capital assets (448,083)(339,382) Principal payments - bonds - (4,653) Interest and fiscal charges - (100) Net cash flows provided by (used in) capital and related financing activities (448,083)(344,135) Cash flows from investing activities: Investment income 60,332 43,105 Net cash flows provided by (used in) investing activities 60,332 43,105 Net increase (decrease) in cash and cash equivalents (239,256)(86,191) Cash and cash equivalents - January 1 1,998,393 2,084,584 Cash and cash equivalents - December 31 $1,759,137 $1,998,393 Reconciliation of operating income (loss) to net cash flows from operating activities: Operating income (loss)($141,569)$163,145 Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Depreciation expense 170,740 177,083 Miscellaneous revenues 2,710 2,189 Changes in assets and liabilities: (Increase) decrease in accounts receivable (24,602)(16,789) (Increase) decrease in due from other governmental units - 83,349 (Increase) decrease in prepayments 174 (2,873) Increase (decrease) in accounts payable 223,791 (111,583) Increase (decrease) in accrued salaries and withholdings payable 3,119 850 Increase (decrease) in contracts payable -retained percentage 11,660 (35,550) Increase (decrease) compensated absences payable 5,317 3,707 Total adjustments 392,909 100,383 Net cash flows provided by (used in) operating activities $251,340 $263,528 Noncash capital and related financing activities: Contribution of capital asset from government $ - $234,668 131 CITY OF COLUMBIA HEIGHTS, MINNESOTA REFUSE UTILITY FUND Statement 42 SUBCOMBINING SCHEDULE OF NET ASSETS December 31, 2011 With Comparative Totals for December 31, 2010 20112010 Assets Current assets: Cash and cash equivalents$789,747$572,189 Receivables: Accounts (net of allowance for uncollectibles)432,529379,455 Interest 2,200 2,500 Due from other governmental units - - Total current assets1,224,476954,144 Noncurrent assets: Capital assets: Buildings 6,000 6,000 Equipment 108,690 108,690 Total capital assets 114,690 114,690 Less: accumulated depreciation (113,490)(113,190) Total capital assets (net of accumulated depreciation)1,200 1,500 Total noncurrent assets 1,200 1,500 Total assets 1,225,676 955,644 Liabilities Current liabilities: Accounts payable 227,885 106,421 Accrued salaries and withholdings payable 3,007 1,149 Compensated absences payable - current 588 695 Total current liabilities 231,480 108,265 Noncurrent liabilities: Compensated absences payable - noncurrent 4,451 4,585 Total liabilities 235,931 112,850 Net Assets Invested in capital assets, net of related debt 1,200 1,500 Unrestricted 988,545 841,294 Total net assets $989,745 $842,794 132 CITY OF COLUMBIA HEIGHTS, MINNESOTA REFUSE UTILITY FUND Statement 43 SUBCOMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For Year Ended December 31, 2011 With Comparative Totals for Year Ended December 31, 2010 20112010 Operating revenues: Refuse service charges1,682,178$1,539,842 Operating expenses: Collection and disposal1,381,2271,238,703 Administration 59,251 60,994 Recycling 61,127 67,088 Hazardous waste 2,626 2,674 Depreciation 300 300 Total operating expenses 1,504,531 1,369,759 Net income from operations 177,647 170,083 Nonoperating revenues: Investment income 21,000 10,400 Intergovernmental 66,163 36,653 Total nonoperating revenues 87,163 47,053 Net income before transfers 264,810 217,136 Transfers out (117,859)(105,472) Change in net assets 146,951 111,664 Total net assets - January 1 842,794 731,130 Total net assets - December 31 $989,745 $842,794 133 CITY OF COLUMBIA HEIGHTS, MINNESOTA REFUSE UTILITY FUND Statement 44 SUBCOMBINING SCHEDULE OF CASH FLOWS For Year Ended December 31, 2011 With Comparative Totals for Year Ended December 31, 2010 20112010 Cash flows from operating activities: Cash received from customers $1,629,104 $1,491,169 Cash paid to suppliers for goods and services (1,305,582)(1,283,089) Cash payments to employees for services (75,568)(82,990) Net cash flows provided by (used in) operating activities 247,954 125,090 Cash flows from noncapital financing activities: Transfers out (117,859)(105,472) Intergovernmental 66,163 68,824 Interfund receivable repaid by (advanced to) other funds - - Net cash flows provided by (used in) noncapital financing activities (51,696)(36,648) Cash flows from investing activities: Investment income 21,300 9,800 Net cash flows provided by (used in) investing activities 21,300 9,800 Net increase in cash and cash equivalents 217,558 98,242 Cash and cash equivalents - January 1 572,189 473,947 Cash and cash equivalents - December 31 $789,747 $572,189 Reconciliation of operating income (loss) to net cash flows from operating activities: Operating income $177,647 $170,083 Adjustments to reconcile operating income to net cash flows from operating activities: Depreciation expense 300 300 Changes in assets and liabilities: (Increase) decrease in accounts receivable (53,074)(48,673) Increase (decrease) in accounts payable 121,464 2,487 Increase (decrease) in accrued salaries and withholdings payable 1,858 (7) Increase (decrease) compensated absences payable (241)900 Total adjustments 70,307 (44,993) Net cash flows provided by (used in) operating activities $247,954 $125,090 134 CITY OF COLUMBIA HEIGHTS, MINNESOTA STORM SEWER UTILITY FUND Statement 45 SUBCOMBINING SCHEDULE OF NET ASSETS December 31, 2011 With Comparative Totals for December 31, 2010 Operating Account Capital Equipment Replacement Account Capital Construction Account Debt Service Account Intrafund Eliminations Assets 20112010 Current assets: Cash and cash equivalents $ - $ - $3,700$32,411$ - $36,111$6,057 Receivables: Accounts (net of allowance for uncollectibles)85,589 - - - - 85,58978,636 Interest - - 400100 - 500900 Interfund receivable - - 148,028 - (148,028) - - Total current assets 85,589 0152,12832,511(148,028)122,20085,593 Noncurrent assets: Capital assets: Land 254,724 - - - - 254,724254,724 Equipment 190,653 - - - - 190,65395,719 Infrastructure 1,477,536 - - - - 1,477,5361,477,536 Construction in process - - 39,348 - - 39,34839,348 Total capital assets 1,922,913 039,348 0 01,962,2611,867,327 Less: accumulated depreciation (632,546) - - - - (632,546)(551,097) Net capital assets 1,290,367 039,348 0 01,329,7151,316,230 Total noncurrent assets 1,290,367 039,348 0 01,329,7151,316,230 Total assets 1,375,956 0191,47632,511(148,028)1,451,9151,401,823 Liabilities Current liabilities: Accounts payable 3,380 - - - - 3,3803,232 Accrued salaries and withholdings payable2,251 - - - - 2,2511,996 Due to other governmental units - - - - - - - Interfund payable 93,75099,908 - 101,000(148,028)146,630 - Accrued interest payable - - - 3,307 - 3,3075,731 Compensated absences payable - current 91 - - - - 91171 Bonds payable - current - - - 28,120 - 28,12037,575 Total current liabilities 99,47299,908 0132,427(148,028)183,77948,705 Noncurrent liabilities: Compensated absences payable - noncurrent 693 - - - - 6931,124 Bonds payable - noncurrent - - - 171,780 - 171,780320,100 Total noncurrent liabilities 693 0 0171,780 0172,473321,224 Total liabilities 100,16599,908 0304,207(148,028)356,252369,929 Net Assets Invested in capital assets, net of related debt1,290,367 - 39,348(300,900) - 1,028,815958,555 Restricted for debt service - - 4,77529,204 - 33,97947,466 Unrestricted (14,576)(99,908)147,353 - - 32,86925,873 Total net assets $1,275,791($99,908)$191,476($271,696)$0$1,095,663$1,031,894 Totals 135 CITY OF COLUMBIA HEIGHTS, MINNESOTA STORM SEWER UTILITY FUND Statement 46 SUBCOMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For Year Ended December 31, 2011 With Comparative Totals for Year Ended December 31, 2010 Operating Account Capital Equipment Replacement Account Capital Construction Account Debt Service Account Intrafund Eliminations 20112010 Operating revenues: Storm sewer service charges $349,964$ - $ - $ - $ - $349,964$342,820 Operating expenses: Collection 184,395 - - - - 184,395183,660 Administration 1,601 - - - - 1,6011,444 Operating expenses - - 20,608 - - 20,608964 Depreciation 81,450 - - - - 81,45074,330 Total operating expenses 267,446 020,608 0 0288,054260,398 Net income (loss) from operations 82,518 0(20,608)0 061,91082,422 Nonoperating revenues (expenses): Investment income - - 4,100600 - 4,7003,500 Customer service - - - - - - - Miscellaneous revenues 654 - - - - 6542,266 Interest and fiscal charges - - - (12,245) - (12,245)(14,375) Total nonoperating revenues (expenses)654 0 4,100 (11,645)0 (6,891)(8,609) Net income (loss) before transfers 83,172 0 (16,508)(11,645)0 55,019 73,813 Transfers in 94,9345,00020,14859,000(170,332)8,750 - Transfers out (84,148)(86,184) - - 170,332 - - Total transfers and contributions10,786 (81,184)20,148 59,000 0 8,750 0 Change in net assets 93,958 (81,184)3,640 47,355 0 63,769 73,813 Net assets - January 1 1,181,833(18,724)187,836(319,051) - 1,031,894958,081 Net assets - December 31 $1,275,791($99,908)$191,476($271,696)$0$1,095,663$1,031,894 $0 Totals 136 CITY OF COLUMBIA HEIGHTS, MINNESOTA STORM SEWER UTILITY FUND Statement 47 SUBCOMBINING SCHEDULE OF CASH FLOWS For Year Ended December 31, 2011 With Comparative Totals for Year Ended December 31, 2010 2011 2010 Cash flows from operating activities: Cash received from customers $343,664 $341,895 Cash paid to suppliers for goods and services (87,642)(129,707) Cash payments to employees for services (119,070)(101,250) Net cash flows provided by (used in) operating activities 136,952 110,938 Cash flows from noncapital financing activities: Interfund receivable repaid by (advanced to) other funds (148,028) - Interfund payable (repaid to) advanced by other funds 294,658 - Net cash flows provided by (used in) noncapital financing activities:146,630 0 Cash flows from capital and related financing activities: Acquisition of capital assets (86,184)(39,348) Principal payments - bonds (157,775)(138,582) Interest and fiscal charges (14,669)(16,745) Net cash flows provided by (used in) capital and related financing activities (258,628)(194,675) Cash flows from investing activities: Investment income: Interest and dividends 5,100 3,400 hfliddb(di)iiiiiNet cash flows provided by (used in) investing activities 5,100 3,400 Net increase (decrease) in cash and cash equivalents 30,054 (80,337) Cash and cash equivalents - January 1 6,057 86,394 Cash and cash equivalents - December 31 $36,111 $6,057 Reconciliation of operating income to net cash flows from operating activities: Operating income $61,910 $82,422 Adjustments to reconcile operating income to net cash flows from operating activities: Depreciation expense 81,450 74,330 Miscellaneous revenue 654 2,266 Changes in assets and liabilities: (Increase) decrease in accounts receivable (6,954)(3,191) Increase (decrease) in accounts payable 148 2,083 Increase (decrease) in accrued salaries and withholdings payable 255 1,333 Increase (decrease) in due to other governmental units - (48,401) Increase (decrease) compensated absences payable (511)96 Total adjustments 75,042 28,516 Net cash flows provided by (used in) operating activities $136,952 $110,938 137 - This page intentionally left blank - 138 CITY OF COLUMBIA HEIGHTS, MINNESOTA LIQUOR FUND Statement 48 SUBCOMBINING SCHEDULE OF NET ASSETS December 31, 2011 With Comparative Totals for December 31, 2010 OperatingDebt ServiceIntrafundTotals AccountAccountEliminations20112010 Assets Current assets: Cash and cash equivalents $276,481$1,300$ - $277,781$7,000 Cash and cash equivalents with fiscal agent - 399,254 - 399,254399,254 Receivables: Accounts (net of allowance for uncollectables 269 - - 269 416 Interest - 200 - 200 300 Interfund receivable - 265,016(265,016) - - Due from other governmental units 1,228 - - 1,2281,691 Prepayments 17,50079,931 - 97,43187,529 Inventory - at cost 2,356,582 - - 2,356,5822,320,615 Total current assets 2,652,060745,701(265,016)3,132,7452,816,805 Noncurrent assets: Capital assets: Land 2,006,714 - - 2,006,7142,006,714 Buildings 3,915,062 - - 3,915,0623,915,062 Equipment 386,314 - - 386,314375,215 Construction in progress - - - - - Total capital assets 6,308,090 0 06,308,0906,296,991 Less: accumulated depreciation (673,314) - - (673,314)(524,640) Net capital assets 5,634,776 0 05,634,7765,772,351 Total noncurrent assets 5,634,776 0 05,634,7765,772,351 Total assets 8,286,836745,701(265,016)8,767,5218,589,156 Liabilities Current liabilities: Accounts payable 238,904 - - 238,904117,706 Accrued salaries and withholdings payable 20,127 - - 20,12718,490 Contract payable - retained percentage - - - - - Due to other governmental units 95,098 - - 95,09887,608 Interfund payable 265,016 - (265,016) - 102,815 Accrued interest payable - 103,747 - 103,747106,828 Compensated absences payable - current 9,698 - - 9,6988,698 Bonds payable - current - 155,000 - 155,000150,000 Total current liabilities 628,843258,747(265,016)622,574592,145 Noncurrent liabilities: Compensated absences payable - noncurrent73,463 - - 73,46357,345 Bonds payable - noncurrent - 4,595,000 - 4,595,0004,750,000 Total noncurrent liabilities 73,4634,595,000 04,668,4634,807,345 Total liabilities 702,3064,853,747(265,016)5,291,0375,399,490 Net Assets Invested in capital assets, net of related debt5,634,776(4,270,815) - 1,363,9611,359,130 Restricted for debt service - 162,769 - 162,769150,822 Unrestricted 1,949,754 - - 1,949,7541,679,714 Total net assets $7,584,530($4,108,046)$0$3,476,484$3,189,666 139 CITY OF COLUMBIA HEIGHTS, MINNESOTA LIQUOR FUND SUBCOMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For Year Ended December 31, 2011 With Comparative Totals for Year Ended December 31, 2010 Operating Accounts Top Heights Top Valu Valu II Liquor Operating revenues: Charges for sales: Liquor $1,468,610$1,248,109 $470,871 Beer 1,514,919 1,488,837 558,847 Wine 604,028 570,865 69,422 Other 176,700 184,117 139,637 Total operating revenues 3,764,257 3,491,928 1,238,777 Operating expenses: Cost of goods sold 2,831,295 2,638,295 944,296 Operating expense 622,076 506,298 182,609 Depreciation 82,962 61,275 4,436 Total operating expenses 3,536,333 3,205,868 1,131,341 Net income from operations $227,924 $286,060 $107,436 Nonoperating revenues (expenses): Investment income: Interest and dividends Miscellaneous expenses Interest and fiscal charges Total nonoperating revenues (expenses) Net income (loss) before transfers Transfers in Transfers out Total transfers Change in net assets Net assets - January 1 Net assets - December 31 140 Statement 49 TotalDebt OperatingServiceIntrafundTotals AccountsAccountEliminations20112010 $3,187,590$ - $ - $3,187,590$2,993,566 3,562,603 - - 3,562,6033,526,323 1,244,315 - - 1,244,3151,145,229 500,454 - - 500,454493,141 8,494,962 0 0 8,494,962 8,158,259 6,413,886 - - 6,413,8866,220,511 1,310,983 - - 1,310,9831,248,331 148,673 - - 148,673147,844 7,873,542 0 0 7,873,542 7,616,686 621,4200 0 621,420 541,573 - 1,500 - 1,5001,105 - - - - - - (237,147) - (237,147)(244,672) 0 (235,647)0 (235,647)(243,567) 621,420(235,647)0 385,773 298,006 - 390,000(390,000) - - (488,955) - 390,000(98,955)(140,624) (488,955)390,0000(98,955)(140,624) 132,465154,3530286,818157,382 7,452,065(4,262,399) - 3,189,6663,032,284 $7,584,530($4,108,046)$0$3,476,484$3,189,666 141 CITY OF COLUMBIA HEIGHTS, MINNESOTA LIQUOR FUND Statement 50 SUBCOMBINING SCHEDULE OF CASH FLOWS Page 1 of 2 For Year Ended December 31, 2011 With Comparative Amount for Year Ended December 31, 2010 20112010 Cash flows from operating activities: Cash received from customers $8,495,572$8,157,262 Cash paid to suppliers for goods and services (6,684,150)(6,977,383) Cash payments to employees for services (929,242)(913,123) Net cash flows provided by (used in) operating activities 882,180 266,756 Cash flows from noncapital financing activities Interfund payable (repaid to) advanced by other funds (102,815)102,815 Transfers in 390,000 - Transfers out (488,955)(140,624) Net cash flows provided by (used in) noncapital financing activities (201,770)(37,809) Cash flows from capital and related financing activities: Acquisition of capital assets (11,099)(2,290) Principal payments - bonds (150,000)(140,000) Interest and fiscal charges (250,130)(239,712) Net cash flows provided by (used in) capital and related financing activities (411,229)(382,002) Cash flows from investing activities: Investment income 1,600 805Investment income 1,600 805 Net cash flows provided by (used in) investing activities 1,600 805 Net increase (decrease) in cash and cash equivalents 270,781 (152,250) Total cash and cash equivalents - January 1 406,254 558,504 Total cash and cash equivalents - December 31 677,035 406,254 (Less) cash and cash equivalents with fiscal agent - December 31 (399,254)(399,254) Cash and cash equivalents - December 31 $277,781 $7,000 142 CITY OF COLUMBIA HEIGHTS, MINNESOTA LIQUOR FUND Statement 50 SUBCOMBINING SCHEDULE OF CASH FLOWS Page 2 of 2 For Year Ended December 31, 2011 With Comparative Amount for Year Ended December 31, 2010 20112010 Reconciliation of operating income to net cash flows from operating activities: Operating income $621,420$541,573 Adjustments to reconcile operating income to net cash flows from operating activities: Depreciation expense 148,673 147,844 Miscellaneous expense - - Changes in assets and liabilities: (Increase) decrease in accounts receivable 147 62 (Increase) decrease in due from other governmental units 463 (1,059) (Increase) decrease in prepayments (9,902)7,837 AAdjustment for nonoperating portion 9,902 (7,837) (Increase) decrease in inventory, at cost (35,966)(186,258) Increase (decrease) in accounts payable 121,198 (247,848) AAdjustment for nonoperating portion - - Increase (decrease) in accrued salaries and withholdings payable 1,637 3,911 Adjustment for nonoperating portion - - Increase (decrease) in contracts payable - retained percentage - (2,290) Adjustment for nonoperating portion - 2,290Adjustment for nonoperating portion 2,290 Increase (decrease) in due to other governmental units 7,490 6,152 Increase (decrease) in compensated absences payable 17,118 2,379 Total adjustments 260,760 (274,817) Net cash flows provided by (used in) operating activities $882,180 $266,756 Noncash capital and related financing activities: Capital assets purchased/constructed on account $ - $2,290 143 - This page intentionally left blank - 144 INTERNAL SERVICE FUNDS Internal Service Funds are used to account for the financing on a cost reimbursement basis of goods or services provided by one department or agency to other departments or agencies within the City. Central Garage Fund – used to account for the costs of operating a maintenance facility for automotive equipment used by other City departments. Such costs are billed to other departments at actual cost plus a fixed overhead factor. The automotive equipment itself is acquired by the various user departments, which are responsible for financing replacement vehicles as necessary. Information Systems Fund – used to account for the costs associated with information systems within the City. All costs are recorded in the fund and are financed by transfers from user departments. Insurance Fund – used to account for certain costs of the City’s risk management services and to build a reserve for catastrophic losses. All costs for premiums, claims and claims administration are recorded in the fund and allocated to user funds based on a percentage risk factor. Compensated Absences Fund – used to account for funds that have been set aside by the City Council for compensated absences earned by employees’ services to the City’s governmental funds. Funds set aside for the compensated absences earned by employees’ services to the City’s proprietary funds are recorded directly in each particular proprietary fund. 145 CITY OF COLUMBIA HEIGHTS, MINNESOTA INTERNAL SERVICE FUNDS Statement 51 COMBINING STATEMENT OF NET ASSETS December 31, 2011 Central Garage Information SystemsInsurance Compensated Absences Total Internal Service Funds Assets Current assets: Cash and cash equivalents $632,227$620,542$897,571$907,116$3,057,456 Interest receivable 1,5001,8002,300 - 5,600 Prepayments - - 46,809 - 46,809 Accounts receivable 196 - 2,797 - 2,993 Inventory - at cost 58,573 - - - 58,573 Total current assets 692,496622,342949,477907,1163,171,431 Noncurrent assets: Capital assets: Land 15,779 - - - 15,779 Buildings 1,780,253 - - - 1,780,253 Equipment 198,911182,705 - - 381,616 Construction in progress 61,935 - - - 61,935 Total capital assets 2,056,878182,705 0 02,239,583 Less: accumulated depreciation (735,065)(134,043) - - (869,108) Net capital assets 1,321,81348,662 0 01,370,475 Total noncurrent assets 1,321,81348,662 0 01,370,475 Total assets 2,014,309 671,004 949,477 907,116 4,541,906 Liabilities Current liabilities: Accounts payable 120,8864,0332,000 - 126,919 Contracts payable 14,431 - - - 14,431 Accrued salaries and withholdings payable 3,6567,762 - - 11,418 Deferred revenue 7,233 - - - 7,233 Compensated absences payable - current 4,2171,351 - 107,713113,281 Total current liabilities 150,423 13,146 2,000 107,713 273,282 Noncurrent liabilities: Compensated absences payable - noncurrent31,94410,231 - 800,816842,991 Total liabilities 182,367 23,377 2,000 908,529 1,116,273 Net Assets Invested in capital assets, net of related debt - - - - - Unrestricted 1,831,942647,627947,477(1,413)3,425,633 Total net assets $1,831,942$647,627$947,477($1,413)$3,425,633 146 CITY OF COLUMBIA HEIGHTS, MINNESOTA INTERNAL SERVICE FUNDS Statement 52 COMBINING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For The Year Ended December 31, 2011 Central Garage Information SystemsInsurance Compensated Absences Interfund Eliminations Total Internal Service Funds Operating revenues: Charges for services: Services to departments$174,719$ - $483,758$ - $ - $658,477 Use of space283,188 - - - - 283,188 Recovery of damages - - 34,928 - - 34,928 Charges for sales: Sales of motor fuel174,493 - - - - 174,493 Total operating revenues632,400 0 518,686 0 0 1,151,086 Operating expenses: Cost of services and space511,753344,347390,89589,146 - 1,336,141 Depreciation51,60720,545 - - - 72,152 Total operating expenses563,360 364,892 390,895 89,146 0 1,408,293 Net income (loss) from operations69,040(364,892)127,791(89,146)0(257,207) Nonoperating revenues: Investment income14,20017,40022,500 - - 54,100 Miscellaneous expense - - (1,300) - - (1,300) Total nonoperating revenues14,200 17,400 21,200 0 0 52,800 Net income (loss) before transfers83,240 (347,492)148,991 (89,146)0(204,407) Capital contributions - - - - - - Transfers in188,272320,000 - - (35,000)473,272 Transfers out(36,500) - (16,343) - 35,000(17,843) Total transfers and capital contributions151,772 320,000 (16,343)0 0 455,429 Change in net assets235,012 (27,492)132,648 (89,146)0251,022 Net assets - January 11,596,930675,119814,82987,733 - 3,174,611 Net assets - December 31$1,831,942 $647,627 $947,477 ($1,413)$0 $3,425,633 147 CITY OF COLUMBIA HEIGHTS, MINNESOTA INTERNAL SERVICE FUNDS Statement 53 COMBINING STATEMENT OF CASH FLOWS For The Year Ended December 31, 2011 Central Garage Information SystemsInsurance Compensated Absences Total Internal Service Funds Cash flows from operating activities: Cash received from interfund goods and services provided $632,204$ - $483,758$526,979$1,642,941 Cash received for damages - - 34,928 - 34,928 Cash paid to suppliers for goods and services (211,688)(100,894)(388,831) - (701,413) Cash payments to employees for services (196,356)(238,266) - (547,371)(981,993) Net cash flows provided by (used in) operating activities 224,160(339,160)129,855 (20,392)(5,537) Cash flows from noncapital financing activities: Intergovernmental - - - - - Transfers in 192,272348,108 - - 540,380 Transfers out (40,500)(28,108)(16,343) - (84,951) Net cash flows provided by (used in) noncapital financing activities 151,772 320,000 (16,343)0 455,429 Cash flows from capital and related financing activities: Acquisition of capital assets (256,195)(28,108) - - (284,303) Net cash flows provided by (used in) capital and related financing activities (256,195)(28,108)0 0 (284,303) Cash flows from investing activities: Investment income 14,300 18,300 22,500 - 55,100 Net cash flows provided by (used in) investing activities 14,300 18,300 22,500 0 55,100 Net increase (decrease) in cash and cash equivalents 134,037 (28,968)136,012 (20,392)220,689 Cash and cash equivalents - January 1 498,190649,510761,559927,5082,836,767 Cash and cash equivalents - December 31 $632,227 $620,542 $897,571 $907,116 $3,057,456 Reconciliation of operating income (loss) to net cash flows from operating activities: Operating income (loss)$69,040($364,892)$127,791($89,146)($257,207) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Miscellaneous expense - - (1,300)(1,300) Depreciation expense 51,607 20,545 - - 72,152 Changes in assets and liabilities: (Increase) decrease in accounts receivable (196) - (2,297) - (2,493) (Increase) decrease in prepayments - - 3,661 - 3,661 (Increase) decrease in inventory, at cost (19,551) - - - (19,551) Increase (decrease) in accounts payable 106,965 3,384 2,000 - 112,349 Increase (decrease) in accrued - salaries and withholdings payable (151)3,557 - - 3,406 Increase (decrease) in deferred revenue 7,233 7,233 Increase (decrease) in compensated absences payable 9,213 (1,754) - 68,754 76,213 Total adjustments 155,120 25,732 2,064 68,754 251,670 Net cash flows provided by (used in) operating activities $224,160($339,160)$129,855($20,392)($5,537) Noncash capital and related financing activities: Contribution of capital assets from government $ - $ - $ - $ - $ - 148 CITY OF COLUMBIA HEIGHTS, MINNESOTA CENTRAL GARAGE FUND Statement 54 SUBCOMBINING SCHEDULE OF NET ASSETS December 31, 2011 With Comparative Totals For December 31, 2010 Capital Equipment OperatingReplacement Totals AccountAccount2011 2010 Assets Current assets: Cash and cash equivalents $600,591$31,636$632,227$498,190 Interest receivable 1,400 100 1,500 1,600 Accounts receivable 196 - 196 - Inventory - at cost 58,573 - 58,57339,022 Total current assets 660,76031,736692,496538,812 Noncurrent assets: Capital assets: Land 15,779 - 15,77915,779 Buildings 1,780,253 - 1,780,2531,585,993 Equipment 198,911 - 198,911198,911 Construction in progress 61,935 - 61,935 - Total capital assets 2,056,878 02,056,8781,800,683 Less: Accumulated depreciation (735,065) - (735,065)(634,218) Net capital assets 1,321,813 01,321,8131,117,225 Total noncurrent assets 1,321,813 01,321,8131,117,225 Total assets 1,982,57331,7362,014,3091,656,037 Liabilities Current liabilities: Accounts payable 120,886 - 120,88628,352 Contracts payable 14,431 - 14,431 - Accrued salaries and withholdings payable 3,656 - 3,656 3,807 Deferred revenue 7,233 - 7,233 - Compensated absences payable - current 4,217 - 4,217 3,549 Total current liabilities 150,423 0 150,423 35,708 Noncurrent liabilities: Compensated absences payable - noncurrent 31,944 - 31,94423,399 Total liabilities 182,367 0 182,367 59,107 Net Assets Invested in capital assets, net of related debt - - - 1,117,225 Unrestricted 1,800,20631,7361,831,942479,705 Total net assets $1,800,206$31,736$1,831,942$1,596,930 149 CITY OF COLUMBIA HEIGHTS, MINNESOTA CENTRAL GARAGE FUND Statement 55 SUBCOMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For The Year Ended December 31, 2011 With Comparative Totals For The Year Ended December 31, 2010 Capital Equipment OperatingReplacementIntrafundTotals AccountAccountEliminations20112010 Operating revenues: Charges for services: Services to departments $174,719$ - $ - $174,719$195,050 Use of space 283,188 - - 283,188265,694 Charges for sales: Sales of motor fuel 174,493 - - 174,493161,534 Total operating revenues 632,400 0 0 632,400622,278 Operating expenses: Cost of services and space 511,753 - - 511,753512,734 Depreciation 51,607 - - 51,60749,240 Total operating expenses 563,360 0 0 563,360561,974 Net income from operations 69,040 0 0 69,04060,304 Nonoperating revenues: Investment income: Interest and dividends 8,600 500 - 9,100 8,900 Change in fair value 4,800 300 - 5,100(2,100) Intergovernmental - - - - - Total nonoperating revenues 13,400 800 014,200 6,800 Net income before capital contributions and transfers 82,440 800 083,240 67,104 Capital contribution - capital asset - - - - - Transfers in 188,272 4,000(4,000)188,27242,000 Transfers out (40,500) - 4,000(36,500)(61,250) Total transfers 147,772 4,000 0 151,772 (19,250) Change in net assets 230,212 4,800 0 235,012 47,854 Total net assets - January 1 1,569,99426,936 - 1,596,9301,549,076 Total net assets - December 31 $1,800,206 $31,736 $0 $1,831,942 $1,596,930 150 CITY OF COLUMBIA HEIGHTS, MINNESOTA CENTRAL GARAGE FUND Statement 56 SUBCOMBINING SCHEDULE OF CASH FLOWS For The Year Ended December 31, 2011 With Comparative Totals For The Year Ended December 31, 2010 20112010 Cash flows from operating activities: Cash received from interfund goods & services provided $632,204 $622,278 Cash paid to suppliers for goods and services (211,688)(330,064) Cash payments to employees for services (196,356)(190,315) Net cash flows provided by (used in) operating activities 224,160 101,899 Cash flows from noncapital financing activities: Intergovernmental - - Transfers in 192,272 42,000 Transfers out (40,500)(61,250) Net cash flows provided by (used in) noncapital financing activities:151,772 (19,250) Cash flows from capital and related financing activities: Acquisition of capital assets (256,195) - Cash flows from investing activities: Investment income 14,300 6,600 Net cash flows provided by (used in) investing activities 14,300 6,600 Net increase (decrease) in cash and cash equivalents 134,037 89,249 Cash and cash equivalents - January 1 498,190 408,941 Cash and cash equivalents - December 31 $632,227 $498,190 Reconciliation of operating income to net cash flows from operating activities: Operating income $69,040 $60,304 Adjustments to reconcile operating income to net cash flows from operating activities: Depreciation expense 51,607 49,240 Changes in assets and liabilities: (Increase) decrease in accounts receivable (196) - (Increase) decrease in inventory, at cost (19,551)(2,226) Increase (decrease) in accounts payable 106,965 (10,264) Increase (decrease) in accrued salaries and withholdings payable (151)1,053 Increase (decrease) in compensated absences payable 9,213 3,792 Increase (decrease) in deferred revenue 7,233 - Total adjustments 155,120 41,595 Net cash flows provided by (used in) operating activities $224,160 $101,899 Noncash capital and related financing activities: Contribution of capital assets from government $0 $15,779 151 CITY OF COLUMBIA HEIGHTS, MINNESOTA INFORMATION SYSTEMS FUND Statement 57 SUBCOMBINING SCHEDULE OF NET ASSETS December 31, 2011 With Comparative Totals For December 31, 2010 Capital Equipment Operating Replacement Totals AccountAccount 2011 2010 Assets Current assets: Cash and cash equivalents $145,288$475,254$620,542$649,510 Interest receivable 300 1,500 1,800 2,700 Total current assets 145,588476,754622,342652,210 Noncurrent assets: Capital assets: Equipment 182,705 - 182,705154,597 Less: accumulated depreciation (134,043) - (134,043)(113,498) Net capital assets 48,662 - 48,662 41,099 Total noncurrent assets 48,662 0 48,662 41,099 Total assets 194,250476,754671,004693,309 Liabilities Current liabilities: Accounts payable 4,033 - 4,033 649 Accrued salaries and withholdings payable 7,762 - 7,762 4,205 Compensated absences payable - current 1,351 - 1,351 1,756 Total current liabilities 13,146 0 13,146 6,610 Noncurrent liabilities: Compensated absences payable - noncurrent 10,231 - 10,231 11,580 Total liabilities 23,377 0 23,377 18,190 Net Assets Invested in capital assets, net of related debt - - - 41,099 Unrestricted 126,135521,492647,627634,020 Total net assets $126,135 $521,492 $647,627 $675,119 152 CITY OF COLUMBIA HEIGHTS, MINNESOTA INFORMATION SYSTEMS FUND Statement 58 SUBCOMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For The Year Ended December 31, 2011 With Comparative Totals For The Year Ended December 31, 2010 Capital Equipment OperatingReplacementIntrafund Totals AccountAccountEliminations2011 2010 Operating revenues $ - $ - $ - $ - $ - Operating expenses: Cost of services 344,347 - - 344,347288,649 Depreciation20,545 - - 20,54521,320 Total operating expenses 364,892 0 0364,892309,969 Net income (loss) from operations (364,892)0 0(364,892)(309,969) Nonoperating revenues: Investment income 2,80014,600 - 17,40011,300 Total nonoperating revenues 2,80014,600 017,40011,300 Net income (loss) before transfers (362,092)14,600 0 (347,492)(298,669) Transfers in 348,108 - (28,108)320,000223,790 Transfers out - (28,108)28,108 - - Total transfers 348,108(28,108)0320,000223,790 Change in net assets (13,984)(13,508)0 (27,492)(74,879) Net assets - January 1 140,119535,000 - 675,119749,998 Net assets - December 31 $126,135 $521,492 $0 $647,627 $675,119 153 CITY OF COLUMBIA HEIGHTS, MINNESOTA INFORMATION SYSTEMS FUND Statement 59 SUBCOMBINING SCHEDULE OF CASH FLOWS For The Year Ended December 31, 2011 With Comparative Totals For The Year Ended December 31, 2010 20112010 Cash flows from operating activities: Cash paid to suppliers for goods and services ($100,894)($73,578) Cash payments to employees for services (238,266)(218,080) Net cash flows provided by (used in) operating activities (339,160)(291,658) Cash flows from noncapital financing activities: Transfers in 348,108 223,790 Transfers out (28,108) - Net cash flows from noncapital financing activites 320,000 223,790 Cash flows from capital and related financing activities: Acquisition of capital assets (28,108) - Cash flows from investing activities: Investment income 18,300 11,200 Net cash flows provided by (used in) investing activities 18,300 11,200 Net increase in cash and cash equivalents (28,968)(56,668) Cash and cash equivalents - January 1 649,510 706,178 Cash and cash equivalents - December 31 $620,542 $649,510 Reconciliation of operating income (loss) to net cash flows from operating activities: Operating income (loss)($364,892)($309,969) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Depreciation expense 20,545 21,320 Changes in assets and liabilities: Increase (decrease) in accounts payable 3,384 (7,890) Increase (decrease) in accrued salaries and withholdings payable 3,557 1,331 Increase (decrease) in compensated absences payable (1,754)3,550 Total adjustments 25,732 18,311 Net cash flows provided by (used in) operating activities ($339,160)($291,658) 154 CITY OF COLUMBIA HEIGHTS, MINNESOTA INSURANCE FUND Statement 60 SUBCOMBINING SCHEDULE OF NET ASSETS December 31, 2011 With Comparative Totals For December 31, 2010 20112010 Assets Current assets: Cash and cash equivalents$897,571$761,559 Interest receivable 2,3002,800 Accounts receivable2,797 - Prepayments 46,809 50,470 Total assets 949,477 814,829 Liabilities Current liabilities: Accounts payable 2,000 - Total liabilities 2,000 0 Net Assets Unrestricted 947,477 814,829 Total net assets $947,477 $814,829 155 CITY OF COLUMBIA HEIGHTS, MINNESOTA INSURANCE FUND Statement 61 SUBCOMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For The Year Ended December 31, 2011 With Comparative Totals For The Year Ended December 31, 2010 20112010 Operating revenues: Insurance allocation$483,758$485,964 Recovery of damages34,92812,989 Total operating revenues 518,686 498,953 Operating expenses: Cost of services: Premiums 373,047 432,376 Claims 17,848 15,070 Total operating expenses 390,895 447,446 Net income (loss) from operations 127,791 51,507 Nonoperating revenues: Investment income 22,500 11,500 Miscellaneous expense (1,300) - Total nonoperating revenues 21,200 11,500 Net income before transfers 148,991 63,007 Transfers out (16,343) - Change in net assets 132,648 63,007 Net assets - January 1 814,829 751,822 Net assets - December 31 $947,477 $814,829 156 CITY OF COLUMBIA HEIGHTS, MINNESOTA INSURANCE FUND Statement 62 SUBCOMBINING SCHEDULE OF CASH FLOWS For The Year Ended December 31, 2011 With Comparative Totals For The Year Ended December 31, 2010 20112010 Cash flows from operating activities: Cash received from interfund services provided$483,758$485,964 Cash received for damages34,92812,989 Cash paid to suppliers for goods and services(388,831)(445,482) Net cash flows provided by (used in) operating activities129,855 53,471 Cash flows from noncapital financing activities: Transfers out (16,343) - Cash flows from investing activities: Investment income 22,500 11,100 Net cash flows provided by (used in) investing activities 22,500 11,100 Net increase in cash and cash equivalents 136,012 64,571 Cash and cash equivalents - January 1 761,559 696,988 Cash and cash equivalents - December 31 $897,571 $761,559 Reconciliation of operating income (loss) to net cash flows from operating activities: Operating income (loss)$127,791 $51,507 Adjustments to reconcile operating income (loss) to net cash flows from operating activities: Miscellaneous expense (1,300) - Changes in assets and liabilities: (Increase) decrease in accounts receivable (2,297) - (Increase) decrease in prepayments 3,661 5,370 Increase (decrease) in accounts payable 2,000 (3,406) Total adjustments 2,064 1,964 Net cash flows provided by (used in) operating activities $129,855 $53,471 157 CITY OF COLUMBIA HEIGHTS, MINNESOTA COMPENSATED ABSENCES FUND Statement 63 SUBCOMBINING SCHEDULE OF NET ASSETS December 31, 2011 With Comparative Totals For December 31, 2010 20112010 Assets Current assets: Cash and cash equivalents $907,116 $927,508 Interest receivable - - Total assets 907,116 927,508 Liabilities Current liabilities: Compensated absences payable - current 107,713 110,598 Noncurrent liabilities: Compensated absences payable - noncurrent 800,816 729,177 Total liabilities 908,529 839,775 Net Assets Unrestricted (1,413)87,733 Total net assets ($1,413)$87,733 158 CITY OF COLUMBIA HEIGHTS, MINNESOTA COMPENSATED ABSENCES FUND Statement 64 SUBCOMBINING SCHEDULE OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS For The Year Ended December 31, 2011 With Comparative Totals For The Year Ended December 31, 2010 20112010 Operating revenues: Charges for services $ - $ - Operating expenses: Personal services 89,146 - Net income (loss) from operations (89,146)0 Nonoperating revenues: Investment income - - Change in net assets (89,146)0 Net assets - January 1 87,733 87,733 Net assets - December 31 ($1,413)$87,733 159 CITY OF COLUMBIA HEIGHTS, MINNESOTA COMPENSATED ABSENCES FUND Statement 65 SUBCOMBINING SCHEDULE OF CASH FLOWS For The Year Ended December 31, 2011 With Comparative Totals For The Year Ended December 31, 2010 20112010 Cash flows from operating activities: Cash received from interfund services provided $526,979 $681,942 Cash payments to employees for services (547,371)(582,647) Net cash flows provided by (used in) operating activities (20,392)99,295 Cash flows from investing activities: Investment income - - Net cash flows provided by (used in) investing activities 0 0 Net increase in cash and cash equivalents (20,392)99,295 Cash and cash equivalents - January 1 927,508 828,213 Cash and cash equivalents - December 31 $907,116 $927,508 Reconciliation of operating income (loss) to net cash flows from operating activities: Operating income (loss)($89,146)$ - Adjustments to reconcile operating income (loss) to net cashflowsfromoperatingactivities:cash flows from operating activities: Changes in assets and liabilities: Increase (decrease) in compensated absences payable 68,754 99,295 Total adjustments 68,754 99,295 Net cash flows provided by (used in) operating activities ($20,392)$99,295 160 AGENCY FUNDS Agency Funds are used to account for assets held by a government in a trustee or agent capacity for individuals, private organizations, other governments and the like. The City of Columbia Heights had the following Agency Funds during the year: Permit Surcharge Fund – used to account for building permit surcharges collected for and remitted to the State of Minnesota, and sewer availability charges (SAC) collected for and remitted to the Metropolitan Council. Tri-City GIS Fund – used to account for joint purchases of geographic information services by the Cities of Columbia Heights, Fridley and Andover. 161 CITY OF COLUMBIA HEIGHTS, MINNESOTA COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES Statement 66 AGENCY FUNDS For The Year Ended December 31, 2011 Balance Balance January 1,December 31, 2011 AdditionsDeletions 2011 Permit Surcharge Fund Assets: Cash and investments $2,028$29,454($29,664)$1,818 Total assets $2,028$29,454($29,664)$1,818 Liabilities: Due to other governmental units $2,028$29,454($29,664)$1,818 Total liabilities $2,028$29,454($29,664)$1,818 Tri-City GIS Fund Assets: Cash and investments $4,686$71,640($74,970)$1,356 Due from other governmental units 196 63,296 (56,744)6,748 Total assets $4,882$71,640($74,970)$8,104 Liabilities: Accounts payable $4,757$78,317($74,970)$8,104 Due to other governmental units 125 - (125) - Total liabilities $4,882$78,317($75,095)$8,104 Total Assets: Cash and investments $6,714$101,094($104,634)$3,174 Due from other governmental units 196 63,296 (56,744)6,748 Total assets $6,910$164,390($161,378)$9,922 Liabilities: Accounts payable $4,757$78,317($74,970)$8,104 Due to other governmental units 2,153 29,454 (29,789)1,818 Total liabilities $6,910$107,771($104,759)$9,922 162 III. STATISTICAL SECTION (UNAUDITED) 163 - This page intentionally left blank - 164 STATISTICAL SECTION The following detailed statistical tables are presented to provide a context for understanding and evaluating the information presented in the other parts of this report. Unless otherwise noted, the information in these statistical tables is derived from the City of Columbia Heights’ Comprehensive Annual Financial Reports for the relevant years. Certain information in prior years’ presentations have been reclassified and/or adjusted in these tables to conform to the current year presentation. These tables address the five categories of information listed below. Financial Trends - Tables 1 through 4 These tables contain trend information to help the reader understand how the City’s financial performance has changed over time. Revenue Capacity - Tables 5 through 8 These tables contain information to help the reader assess the factors affecting the City’s ability to generate property taxes. Debt Capacity - Tables 9 through 13 These tables contain present information to help the reader assess the affordability of the City’s current levels of outstanding debt and the City’s ability to issue additional debt in the future. Demographic and Economic Information - Tables 14 and 15 These tables offer demographic and economic indicators to help the reader understand the environment within which the City’s financial activities take place and to help make comparisons over time and with other governments. Operating Information - Tables 16 through 18 These tables contain information about the City’s operations and resources to help the reader understand the relationship between the City’s financial activities and the services the City provides. 165 CITY OF COLUMBIA HEIGHTS, MINNESOTA NET ASSETS BY COMPONENT Last Ten Fiscal Years (Accrual Basis of Accounting) 200220032004 Governmental activities: Invested in capital assets, net of related debt $15,022,274$14,535,589$14,328,916 Restricted 1,203,523 1,114,870 2,285,305 Unrestricted 16,904,724 18,169,133 20,455,981 Total governmental activities net assets $33,130,521$33,819,592$37,070,202 Business-type activities: Invested in capital assets, net of related debt $5,473,625 $5,432,788 $6,175,547 Restricted175,783290,175337,389 Unrestricted7,658,6237,325,2286,918,745 Total business-type activities net assets $13,308,031$13,048,191$13,431,681 Primary government: Invested in capital assets, net of related debt $20,495,899$19,968,377$20,504,463 Restricted 1,379,306 1,405,045 2,622,694 Unrestricted 24,563,347 25,494,361 27,374,726 Total primary government net assets $46,438,552$46,867,783$50,501,883 Fiscal Year 166 Table 1 2005200620072008200920102011 $16,727,724$18,043,277$18,859,030$23,497,922$24,163,911$26,279,178$28,095,261 2,302,0562,224,3842,228,4542,316,9592,458,7432,034,0303,213,455 18,650,98123,028,97422,985,52321,011,46522,423,35123,142,53421,119,179 $37,680,761$43,296,635$44,073,007$46,826,346$49,046,005$51,455,742$52,427,895 $6,732,499$5,759,805$6,039,739$7,142,278$7,459,474$8,044,184$9,331,167 375,652455,227775,036745,601648,435438,275381,465 6,506,2017,299,5746,478,3835,855,4956,014,1406,725,3835,918,147 $13,614,352$13,514,606$13,293,158$13,743,374$14,122,049$15,207,842$15,630,779 $23,460,223$23,803,082$24,898,769$30,640,200$31,623,385$34,323,362$37,426,428 2,677,7082,679,6113,003,4903,062,5603,107,1782,472,3053,594,920 25,157,18230,328,54829,463,90626,866,96028,437,49129,867,91727,037,326 $51,295,113$56,811,241$57,366,165$60,569,720$63,168,054$66,663,584$68,058,674 Fiscal Year 167 CITY OF COLUMBIA HEIGHTS, MINNESOTA CHANGES IN NET ASSETS Last Ten Fiscal Years (Accrual Basis of Accounting) 200220032004 Expenses Governmental activities: General government $1,915,920$1,756,434$1,669,721 Public safety 3,920,7463,630,5353,640,970 Public works 1,659,1522,646,8592,109,060 Culture and recreation 2,018,5711,909,8311,904,848 Community development 1,679,1071,239,0302,171,407 Interest on long-term debt 575,712414,297 387,544 Total governmental activities expenses 11,769,20811,596,98611,883,550 Business-type activities: Water 1,561,0711,903,3311,637,316 Sewer 1,058,7211,231,5941,219,200 Refuse 1,271,9611,330,2721,321,730 Storm sewer 162,499204,895 158,374 Liquor 6,343,7756,619,9426,593,578 Total business-type activities expenses 10,398,02711,290,03410,930,198 Total primary government expenses $22,167,235$22,887,020$22,813,748 Program revenues Governmental activities: Chargesforservices: Fiscal Year Charges for services: General government $594,983$724,331$203,344 Public safety 290,465330,768 488,216 Public works 168,608306,193 48,253 Culture and recreation 233,498107,318 239,352 Community development 501,288510,6201,313,912 Operating grants and contributions: General government 2,688 - - Public safety 387,828405,098 436,460 Public works 161,384194,987 213,801 Culture and recreation 140,938 41,492 72,269 Community development 525,821304,669 955,213 Capital grants and contributions: General government - - - Public safety - 225,000 225,000 Public works - 613,3041,315,007 Culture and recreation 4,043,856 - 50,250 Community development 466,373 56,805 177,737 Total governmental activities program revenues 7,517,7303,820,5855,738,814 168 Table 2 Page 1 of 2 2005 2006 2007 2008 2009 2010 2011 $1,681,229$1,689,675$1,732,111$1,835,453$1,761,334$2,013,750$2,039,680 4,052,9053,992,9304,380,3634,599,6694,591,9775,473,2245,549,678 2,391,7262,353,0322,506,9132,906,9502,794,1892,777,9662,654,047 2,017,8162,135,6332,313,7502,283,8812,182,8562,479,5192,576,409 5,360,4422,579,0845,918,2574,476,4752,385,4052,295,5741,630,350 288,532118,760496,688721,006961,392959,320909,858 15,792,65012,869,11417,348,08216,823,43414,677,15315,999,35315,360,022 1,717,4452,026,6032,113,1212,149,9761,927,8112,000,1012,370,076 1,333,4201,393,6791,675,7381,571,4871,737,1341,478,5181,710,381 1,147,3131,147,8791,170,7071,185,2981,290,5281,426,4861,561,659 162,915184,764204,221216,362376,884272,355298,577 6,544,1756,377,8056,539,3577,470,3237,701,9617,910,9518,155,888 10,905,26811,130,73011,703,14412,593,44613,034,31813,088,41114,096,581 $26,697,918$23,999,844$29,051,226$29,416,880$27,711,471$29,087,764$29,456,603 Fiscal Year $228,740$171,146$177,378$173,485$169,850$192,005$189,641 423,450528,752670,017616,107637,653715,205697,656 81,607267,960130,35167,22634,14944,21148,303 250,380263,565297,341262,562256,969269,825159,829 2,748,5421,461,4971,504,6791,562,3451,019,1911,114,848962,276 79 2,769 - 2,560 1,505 - - 557,983355,356389,325433,732434,402559,482563,914 178,311161,176154,309154,049161,401166,468176,578 76,40579,37147,784239,865102,51793,47476,864 144,121160,017159,624185,506211,400241,919112,895 - - - - - 194,84238,399 599,91752,463103,97457,70019,52016,02611,303 46,0523,896,8621,448,1801,596,3481,683,0242,848,1791,314,547 1,702,543141,73871,51642,588 1,50015,724 - - 682,8721,311,5252,974,449199,505541,826175,467 7,038,1308,225,5446,466,0038,368,5224,932,5867,014,0344,527,672 169 CITY OF COLUMBIA HEIGHTS, MINNESOTA CHANGES IN NET ASSETS Last Ten Fiscal Years (Accrual Basis of Accounting) 200220032004 Business-type activities: Charges for services: Water $ - $1,548,505$1,771,153 Sewer 1,391,6691,240,8821,019,532 Refuse 1,220,9361,248,3461,255,011 Storm sewer 1,248,982184,712 284,223 Liquor 172,9756,960,9166,975,756 Operating grants and contributions:6,883,344 - Sewer 198 1,865 - Refuse 53,780 53,411 46,635 Storm sewer - 52,499 - Capital grants and contributions: Water - - - Sewer - - - Storm sewer130,339 - 113,407 Total business-type activities program revenues11,102,22311,291,13611,465,717 Total primary government program revenues$18,619,953$15,111,721$17,204,531 Net (expense) revenue: Governmental activities ($4,251,478)($7,776,401)($6,144,736) Fiscal Year Business-type activities 704,196 1,102 535,519 Total primary government net (expense) revenue (3,547,282)(7,775,299)(5,609,217) General revenues and other changes in net assets Governmental activities: Taxes: Property taxes 4,341,9724,306,0364,989,205 Tax increment collections 798,446781,439 972,208 Unrestricted grants and contributions 3,275,4172,712,4082,337,386 Investment earnings 1,201,447408,208 729,456 Miscellaneous 6,454103,524 - Transfers 734,236487,613 467,091 Total governmental activities 10,357,9728,799,2289,495,346 Business-type activities: Investment earnings 375,624126,671 215,062 Transfers (734,236)(487,613)(467,091) Total business-type activities (358,612)(360,942)(252,029) Total primary government $9,999,360$8,438,286$9,243,317 Change in net assets: Governmental activities $6,006,494$1,022,827$3,350,610 Business-type activities 445,584(359,840)283,490 Total primary government $6,452,078$662,987$3,634,100 170 Table 2 Page 2 of 2 2005 2006 2007 2008 2009 2010 2011 $1,887,990$2,141,648$2,273,980$2,414,316$2,471,257$2,503,506$2,530,803 1,145,8101,374,2171,419,2521,440,1651,465,4961,594,3221,523,852 1,256,1801,263,2671,303,4721,341,0141,383,9791,542,3121,682,178 274,907270,467290,419314,238370,590345,086350,618 6,714,5756,546,9796,722,6227,490,9427,962,8848,158,2598,494,962 - - - 1,718 - - - 46,17047,75536,06050,57250,10536,65366,163 - - - - - - - - 22,822 - - - - - - - - 54,774 - - - - - - - - - - 11,325,63211,667,15512,045,80513,107,73913,704,31114,180,13814,648,576 $18,363,762$19,892,699$18,511,808$21,476,261$18,636,897$21,194,172$19,176,248 ($8,754,520)($4,643,570)($10,882,079)($8,454,912)($9,744,567)($8,985,319)($10,832,350) Fiscal Year 420,364536,425342,661514,293669,9931,091,727551,995 (8,334,156)(4,107,145)(10,539,418)(7,940,619)(9,074,574)(7,893,592)(10,280,355) 5,662,3685,953,7226,321,4676,762,1298,046,3188,825,5029,069,092 1,088,2671,086,2981,183,0621,557,8911,244,684812,965558,861 1,768,2161,679,3841,844,5161,516,4121,731,1851,176,9341,278,195 471,142706,2311,379,7261,050,827475,345487,612598,880 18,98015,93044,00040,87782,704 - 34,485 445,249957,879456,537280,115383,99092,044264,990 9,454,22210,399,44411,229,30811,208,25111,964,22611,395,05711,804,503 118,413181,708321,571216,03892,67286,110135,932 (445,249)(957,879)(456,537)(280,115)(383,990)(92,044)(264,990) (326,836)(776,171)(134,966)(64,077)(291,318)(5,934)(129,058) $9,127,386$9,623,273$11,094,342$11,144,174$11,672,908$11,389,123$11,675,445 $699,702$5,755,874$347,229$2,753,339$2,219,659$2,409,738$972,153 93,528(239,746)207,695450,216378,6751,085,793422,937 $793,230$5,516,128$554,924$3,203,555$2,598,334$3,495,531$1,395,090 171 CITY OF COLUMBIA HEIGHTS, MINNESOTA FUND BALANCES - GOVERNMENTAL FUNDS Last Ten Fiscal Years (Modified Accrual Basis of Accounting) 2002 2003 2004 General fund: Reserved $14,657$14,727 $23,302 Unreserved 3,500,9493,408,5054,116,808 Nonspendable - - - Restricted - - - Committed - - - Assigned - - - Unassigned - - - Total general fund $3,515,606$3,423,232$4,140,110 All other governmental funds: Reserved $950,813$976,139$5,273,705 Unreserved, reported in: Special revenue funds 355,626610,804(652,449) Debt service funds 1,187,646841,6661,044,647 Capital projects funds 11,938,61113,633,28412,367,589 Nonspendable - - - Restricted - - - Committed - - - Assigned - - - Unassigned - - - Total all other governmental funds $14,432,696$16,061,893$18,033,492 Fiscal Year 172 Table 3 2005200620072008200920102011 $10,484$35,323$35,710$12,159$71,898$77,204$ - 3,339,6443,560,5253,943,4363,743,7984,724,2535,265,035 - - - - - - - 80,767 - - - - - - - - - - - - - 132,595 - - - - - - - - - - - - - 5,655,693 $3,350,128$3,595,848$3,979,146$3,755,957$4,796,151$5,342,239$5,869,055 $2,187,884$2,668,322$2,382,354$968,602$1,643,915$1,550,071$ - (612,434)(506,084)411,0901,868,3402,332,6103,190,618 - 621,250809,0621,745,4473,242,4713,177,5863,713,774 - 12,784,74415,034,96815,918,04820,233,69013,173,07411,642,407 - - - - - - - 2,353,164 - - - - - - 3,442,391 - - - - - - 12,774,440 - - - - - - - - - - - - - (2,782) $14,981,444$18,006,268$20,456,939$26,313,103$20,327,185$20,096,870$18,567,213 Fiscal Year 173 CITY OF COLUMBIA HEIGHTS, MINNESOTA CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS Last Ten Fiscal Years 2002 2003 2004 Revenues: Taxes $5,143,733$5,076,498$5,937,431 Special assessments 597,380 564,351671,357 Licenses and permits277,924281,480586,957 Intergovernmental 7,996,9923,844,9884,687,866 Charges for services1,166,8761,125,4311,442,438 Fines and forfeitures84,346140,378140,282 Investment earnings1,201,447392,995695,275 Other revenues327,771435,829176,575 Total revenues16,796,469 11,861,950 14,338,181 Expenditures: Current: General government1,876,9961,663,8011,576,233 Public safety3,829,1783,590,5253,615,200 Public works1,162,9961,208,0551,311,390 Culture and recreation1,897,6901,862,7771,872,178 Community development1,545,4051,622,4681,576,161 Capital outlay: General government20,77816,037 - Public safety124,648348,221476,511 Public works5,296,2011,273,7471,637,559 Culture and recreation26,61071,70083,955 Community development257,42555,824682,939 Debt service: Principal retirement716,515477,918514,789 Interest and fiscal charges561,222602,592652,518 Issuance costs - 10,33029,918 Developer incentives104,25885,21167,866 Total expenditures14,148,923 12,889,206 14,097,217 Revenues over (under) expenditures2,647,546 (1,027,256)240,964 Fiscal Year 174 Table 4 Page 1 of 2 2005 2006 2007 2008 2009 2010 2011 $6,702,610$6,977,604$7,444,199$8,263,763$9,218,038$9,631,635$9,683,433 520,0311,011,5531,137,5762,505,523879,0921,020,334729,327 382,339597,557444,833423,465435,618479,148378,357 4,878,4874,228,3084,229,4143,734,8263,777,3554,936,4432,820,419 3,197,3601,887,3141,995,8591,665,6041,513,6671,650,7721,652,655 127,555129,400160,383142,283139,955188,693170,089 432,959648,7441,271,216984,846456,145469,312562,180 90,956251,414170,344296,815102,901273,446 70,173 16,332,297 15,731,894 16,853,824 18,017,125 16,522,771 18,649,783 16,066,633 1,575,8631,577,4841,616,3741,706,2441,646,9741,926,9821,880,257 3,954,0193,887,8844,122,4114,345,7164,418,4364,968,4335,037,548 1,558,9871,523,1701,640,7131,955,2501,736,9991,731,7001,509,527 1,977,7982,074,8352,238,7932,202,6802,003,6352,194,8532,306,693 4,511,3382,256,1223,077,3104,077,5762,115,6281,351,3681,321,431 11,022 4,512 - 5,453 45,708 - 144,029 95,125 82,986254,7283,499,7138,997,400237,272 95,281 1,912,7384,202,6651,303,2971,084,959951,2402,925,1741,882,787 62,700117,909274,8963,269,9862,256,958194,380140,867 1,436,724266,144306,332287,620139,1181,202,998 40,549 1,449,035782,273792,2731,029,836783,974765,7361,659,022 2,478,205119,544219,065384,293835,167981,281935,405 - 25,114148,972155,397 56,189 - 181,638 252,176142,4512,584,854 71,341125,857141,005 21,275,730 17,063,093 18,580,018 24,076,064 26,113,283 18,621,182 17,135,034 (4,943,433)(1,331,199)(1,726,194)(6,058,939)(9,590,512)28,601 (1,068,401) Fiscal Year 175 CITY OF COLUMBIA HEIGHTS, MINNESOTA CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS Last Ten Fiscal Years 2002 2003 2004 Other financing sources (uses): Bonds issued $ - $1,332,828$1,985,000 Bond premium (discount) - (5,998)(5,935) Transfers in 6,857,8033,849,932838,937 Transfers out (5,751,430)(2,880,382)(370,489) Sale of capital assets - 267,699 - Total other financing sources (uses)1,106,373 2,564,079 2,447,513 Net change in fund balance $3,753,919$1,536,823$2,688,477 Expenditures capitalized for governmental activities reporting purposes 5,280,4071,273,9382,355,420 Debt service as a percentage of noncapital expenditures (A)14.4%9.3%9.9% Debt service as a percentage of total expenditures (A)9.0%8.4%8.3% (A) For the purpose of the debt service ratios presented in this table, only the principal and interest components of the debt service expenditures reported in this table are used, and noncapital expenditures are determined by subtracting expenditures capitalized for governmental activities reporting purposes from the total governmental funds expenditures reported in the table. Fiscal Year 176 Table 4 Page 2 of 2 2005 2006 2007 2008 2009 2010 2011 $ - $2,759,550$3,890,000$10,975,000$4,190,000$ - $ - - 26,303(22,108) - - - - 553,0701,807,877570,374377,615458,231407,272326,583 (80,321)(70,000)(70,000)(88,941)(99,224)(120,100)(302,022) 628,654 78,013191,897428,240 95,781 - 40,999 1,101,403 4,601,743 4,560,163 11,691,914 4,644,788 287,172 65,560 ($3,842,030)$3,270,544$2,833,969$5,632,975($4,945,724)$315,773($1,002,841) 3,518,3094,592,7871,896,3637,909,56112,364,5113,637,5592,303,513 22.1%7.2%6.1%8.7%11.8%11.7%17.5% 18.5%5.3%5.4%5.9%6.2%9.4%15.1% Fiscal Year 177 CITY OF COLUMBIA HEIGHTS, MINNESOTA TAX CAPACITY VALUE AND ESTIMATED MARKET VALUE OF ALL TAXABLE PROPERTY Table 5 Last Ten Fiscal Years (Unaudited) Adjusted Adjusted Tax Tax Capacity Value Taxable Net TotalEstimated Capacity Value Fiscal Other Captured Tax Area Wide Allocation (B)Tax Capacity Direct Tax Market as a Percent YearResidential Property (A)Increment Value SubtotalContribution Distribution Value ( C)Rate (D)Valueof EMV 2002 8,116,453(385,323)1,976,8469,707,97649.114%843,669,7001.151% 2003$7,852,288$1,731,844($823,154)8,760,978(409,330)2,111,49510,463,14345.272%982,517,6001.065% 20048,808,1431,813,247(1,010,335)9,611,055(379,508)2,267,40111,498,94847.888%1,077,714,4001.067% 200510,170,0411,874,629(1,152,643)10,892,027(417,605)2,275,59112,750,01347.859%1,203,032,8001.060% 200611,487,4241,861,133(1,193,227)12,155,330(453,305)2,324,91714,026,94244.736%1,271,030,5001.104% 200712,860,3731,967,884(1,389,436)13,438,821(443,665)2,473,14015,468,29641.511%1,387,050,1001.115% 200813,596,2902,219,619(1,747,297)14,068,612(485,657)2,877,43216,460,38743.076%1,454,932,2001.131% 200913,229,8032,426,270(1,748,791)13,907,282(551,683)3,175,71216,531,31147.430%1,424,291,3001.161% 201011,997,2972,401,197(803,298)13,595,196(624,231)3,579,41616,550,38156.881%1,303,072,9001.270% 201110,890,6312,218,809(568,719)12,540,721(796,058)3,811,85615,556,51961.804%1,180,235,3001.318% (A)The category "Other Property" is substantially all commercial/industrial property, plus nomimal amounts of railroad and personal property. (B)The Metropolitan Fiscal Disparities Act was first implemented for taxes payable in 1975 for the seven Metropolitan counties of Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, and Washington. Forty percent of the increase in commercial-industrial (including public utility) valuation in each assessment district since 1971 is contributed to an area-wide tax base. Using the factors of population and real property market value, a per capita distribution index is calculated. This index is employed in determining what proportion of the valuation shall be distributed back to each assessment district. ( C)The Minnesota Legislature reduced some of the "class rates" used to calculate tax capacity value in fiscal years 1999 and 2001 This reduced the amount of market value that converts to tax capacity value. (D)For fiscal year 2002 and subsequent years, the Minnesota Legislature changed the formula by which state aid to cities was determined, significantly decreasing the annual amount of state aid received by the City of Columbia Heights. Some of this decrease was offset by the relatively higher City direct tax rates after 2001 (E)Certain information on the components of tax capacity prior to 2003 is not available. Source: Anoka County Auditor's Tax Certificate Note (E) 178 CITY OF COLUMBIA HEIGHTS, MINNESOTA DIRECT AND OVERLAPPING PROPERTY TAX RATES (A) Table 6 Last Ten Fiscal Years City Fiscal Direct School Special Year Rate (A)District 13 CountyDistricts ( C)Total 2002 49.114%(D)38.614%26.432%7.098%121.258% 2003 45.272%20.303%34.761%8.203%108.539% 2004 47.888%22.833%37.617%7.689%116.027% 2005 47.859%19.918%32.722%8.048%108.547% 2006 44.736%19.505%29.875%7.679%101.795% 2007 41.511%17.338%28.626%7.901%95.376% 2008 43.076%16.088%28.927%9.693%97.784% 2009 47.430%23.554%29.861%8.699%109.544% 2010 56.881%24.547%32.696%9.185%123.309% 2011 61.804%18.842%37.235%9.605%127.486% (A)These property tax rates are stated as a percentage of tax capacity value. Refer to Table 5 for tax capacity value. Rates are determined by tax district. Within the Anoka County property tax system, the City is an individual tax district. Thus the City direct rate is an individual rate, and is not comprised of component direct rates. (B)Overlapping rates are those of local and county governments that apply to property owners within the City. Most, but not all, overlapping rates apply to all City property owners. For example, although the school and county property tax rates apply to all City property owners, special district rates apply only to the City property owners whose property is located within each special district's geographic boundaries. (C)Special districts include Metropolitan Council, Metropolitan Transit District, Metropolitan Mosquito Control District, N.E. Metro School District 916, Rice Creek Watershed District, Anoka County Housing and Redevelopment Authority, Anoka County Regional Rail Authority, County/City Radio, and the Columbia Heights Housing and Redevelopment Authority. (D)For fiscal year 2002 and subsequent years, the Minnesota Legislature changed the formula by which state aid to cities was determined, significantly decreasing the annual amount of state aid received by the City of Columbia Heights. Some of this decrease was offset by the increase in the City direct tax rate shown above for 2002 and subsequent years. Overlapping Rates (B) 179 - This page intentionally left blank - 180 CITY OF COLUMBIA HEIGHTS, MINNESOTA PRINCIPAL PROPERTY TAXPAYERS Table 7 Current Year and Ten Years Ago Percentage Percentage Tax of Total CityTaxable of Total City Capacity Tax CapacityCapacity Tax Capacity Taxpayer Value (A)Rank ValueValue (A)Rank Value Medtronic Inc $212,3581 1.62%$174,5021 1.97% Centro Bradley SPE 5 LLC 137,9862 1.05%N/AN/A N/A Stadium Village Properties LLC 109,3143 0.83%N/AN/A N/A Consolidated Realty of Mpls 101,5944 0.77%98,9233 1.12% Columbia Park Properties 99,2345 0.76%76,5526 0.87% Crestview Corporation 99,1906 0.76%65,1878 0.74% Columbia Heights Center LLC 78,4187 0.60%80,9305 0.91% Lynde Investment Co MN Partnership 71,6258 0.55%57,4669 0.65% Jeff's Bobby & Steve's Auto World 70,5729 0.54%49,36610 0.56% Northern States Power 57,68810 0.44%49,07211 0.55% New Heights Development LLC 56,59711 0.43%N/AN/A N/A Maylan Construction Company N/AN/A N/A86,8484 0.98% Lake State Properties N/AN/A N/A76,2787 0.86% Bradley Operating LP N/AN/A N/A141,7282 1.60% Total $1,094,576 8.35%$1,417,010 10.81% Total All Property $13,109,440 $8,847,773 (A) Tax Capacity values in this table are before adjustments for captured tax increment value and area-wide allocations. See Table 5. Source: Anoka County Auditor's Tax Certificate. 20022011 181 CITY OFCOLUMBIA HEIGHTS, MINNESOTA PROPERTY TAX LEVIES AND COLLECTIONS Last Ten Years County FiscalGrossAdjustmentsAdjusted YearTax Levy (A)to Levy (B) Tax Levy 20024,824,13010,8684,834,998 2003 4,817,984 1,805 4,819,789 2004 5,447,260 2,628 5,449,888 2005 6,102,537 152 6,102,689 2006 6,347,537 (160)6,347,377 2007 6,500,613 (189)6,500,424 2008 7,045,370 (74)7,045,296 2009 7,702,363 (161)7,702,202 2010 9,075,425 (302)9,075,123 2011 9,426,760 (141)9,426,619 (A) For years after 2001, the gross tax levy is the levy amount approved annually by City Council resolution prior to January 1 of the fiscal year indicated. The tax levies included in this table are only for the City of Columbia Heights taxing district. This table does not include levies by the special taxing district of Columbia Heights HRA. (B) Anoka County adjusts the property tax levy adopted by the City Council for certain items. These are primarily excess tax increment reimbursements and rounding. Abatements or increases of tax to individual taxpayers are not included in these adjustments. ( C) A portion of each gross property tax levy is paid to the City by the State of Minnesota, and referred to as a credit. For the years 2002-2010, this is the "Market Value Homested Credit." For years 2011 and after this is "Market Value Exclusion." These credits are reported in the City's financial statements as intergovernmental revenue. The remaining levy collections are remitted to the City by Anoka County. The County collections are the only portion of the property tax levy reported as property tax revenue in the City's financial statements. Source: Anoka County Auditor's Tax Certificate. Also Anoka County Tax Settlement Statements for the City of Columbia Heights. 182 Table 8 Collected Within The Fiscal Year For Which LeviedCollections in Total Collections to Date State-PaidCollections% of AdjustedSubsequent % of Adjusted Credits ( C)by County Tax Levy Years Amount Tax Levy 570,151 4,192,05698.49%32,498 4,794,70599.17% 607,323 4,115,96798.00%64,941 4,788,23199.35% 588,271 4,760,78898.15%53,643 5,402,70299.13% 568,479 5,412,17898.00%85,072 6,065,72999.39% 517,322 5,672,90997.52%126,403 6,316,63499.52% 471,660 5,842,54097.14%154,090 6,468,29099.51% 451,019 6,400,60497.25%144,023 6,995,64699.30% 447,755 7,021,60596.98%155,094 7,624,45498.99% 535,625 8,279,06597.13%137,317 8,814,69097.13% 608,241 8,578,78497.46%N/A9,187,02597.46% 183 CITY OF COLUMBIA HEIGHTS, MINNESOTA RATIOS OF OUTSTANDING DEBT BY TYPE Last Ten Fiscal Years Governmental Activities General General General Obligation Obligation Obligation Bonds Repaid Bonds Bonds WithTax Increment Total Fiscal Only WithWith PledgedPledged SpecialRevenueGovernmental Year General TaxesTax IncrementAssessments Bonds Activities 2002 - 2,008,206 705,000 - 2,713,206 2003 - 1,630,288 1,937,828 - 3,568,116 2004 - 3,264,704 1,773,623 - 5,038,327 2005 - 1,985,000 1,604,292 - 3,589,292 2006 - 1,385,000 4,181,569 - 5,566,569 2007 1,000,000 775,000 3,999,296 2,890,000 8,664,296 2008 11,000,000 150,000 4,569,460 2,890,00018,609,460 2009 13,940,000 580,000 4,614,486 2,881,00022,015,486 2010 13,855,000 580,000 3,976,750 2,838,00021,249,750 2011 12,698,431 580,000 3,522,299 2,790,00019,590,730 (A) Based on population and income data in Table 14. Certain information from prior years' presentations have been restated in this table to conform to the current presentation. 184 Table 9 Business-Type Activities All Activities General Liquor Obligation Facility Bonds With Lease Total Percentage Pledged UtilityRevenueBusiness-Type Total of Personal Per Revenues Bonds Activities All Debt Income (A)Capita (A) 1,650,000 - 1,650,000 4,363,206 1.1%233 $2,737,172 - 2,737,172 6,305,288 1.6%337 2,486,377 - 2,486,377 7,524,704 1.9%405 2,220,708 - 2,220,708 5,810,000 1.3%318 3,248,431 - 3,248,431 8,815,000 2.0%482 2,950,704 5,040,000 7,990,70416,655,000 3.8%919 2,590,540 5,040,000 7,630,54026,240,000 6.0%1,447 2,540,512 5,040,000 7,580,51229,595,998 6.7%1,612 2,128,248 4,900,000 7,028,24828,277,998 6.0%1,450 1,304,270 4,750,000 6,054,27025,645,000 5.4%1,315 185 CITY OF COLUMBIA HEIGHTS, MINNESOTA RATIOS OF OUTSTANDING NET GENERAL BONDED DEBT BY TYPE Last Ten Fiscal Years Governmental Activities Subtotal of General GeneralNet GeneralPercentage General Obligation BondsObligation BondsBonded Debtof EstimatedObligation Bonds Fiscal Repaid Only WithWith PledgedRepaid With PropertyWith Pledged Year General TaxesTax IncrementTaxesValue (B)Special Assessments 2002 - 2,008,2062,008,2060.24%705,000 2003 - 1,630,2881,630,2880.17%1,937,828 2004 - 3,264,7043,264,7040.30%1,773,623 2005 - 1,985,0001,985,0000.16%1,604,292 2006 - 1,385,0001,385,0000.11%4,181,569 2007 1,000,000 775,0001,775,0000.13%3,999,296 2008 11,000,000 150,00011,150,0000.77%4,569,460 2009 13,940,000 580,00014,520,0001.02%4,614,486 2010 13,855,000 580,00014,435,0001.11%3,976,750 2011 12,698,431 580,00013,278,4311.02%3,522,299 (A) Based on population and income data in Table 14. Certain information from prior years' presentations have been restated in this table to conform to the current presentation. (B) Based on the estimated market value of property in Table 5. The estimated market value of property bears a stong relationship to the debt capacity of the City. It should be noted however, that in the State of Minnesota, property tax revenue is dependent on the tax capacity value of property. Tax capacity value is derived from estimated market value by a set of class rates and other adjustments as determined by the State legislature. The historical relationship between estimated market value and tax capacity value for property in the City is shown in Table 5. 186 Table 10 Business-Type Activities All Activities Subtotal of General Net General Obligation Bonds Bonded Debt Percentage Total With Pledged Repaid With of Personal Net General Per Utility Revenues Non-Tax SourcesIncome (A)Bonded Debt Capita (A) 1,650,000 2,355,000 0.6%$4,363,206 233 2,737,172 4,675,000 1.2%$6,305,288 337 2,486,377 4,260,000 1.1%$7,524,704 405 2,220,708 3,825,000 0.9%$5,810,000 318 3,248,431 7,430,000 1.7%$8,815,000 482 2,950,704 6,950,000 1.6%$8,725,000 481 2,590,540 7,160,000 1.6%$18,310,000 1,010 2,540,512 7,154,998 1.6%$21,674,998 1,180 2,128,248 6,104,998 1.3%$20,539,998 1,054 1,304,270 4,826,569 1.0%$18,105,000 929 187 CITY OF COLUMBIA HEIGHTS, MINNESOTA DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT Table 11 December 31, 2011 Estimated Estimated Share of Debt Percentage Overlapping Governmental Unit (A)OutstandingApplicable (B)Debt Debt repaid with property taxes: Anoka County $165,392,433 4.8374%$8,000,744 Anoka County Railroad Authority 30,155,000 4.8477%1,461,820 Independent School District 13 23,810,000 71.5625%17,039,043 Metropolitan Council 1,293,495,536 0.4696%6,074,350 Subtotal - overlapping debt 32,575,957 City direct debt - governmental activities 21,249,750 Total direct and overlapping debt $53,825,707 (A)Overlapping governments are those that coincide, at least in part, with the geographic boundaries of the City. This schedule estimates the portion of the outstanding debt of those overlapping governments that is borne by the taxpayers of the City. This process recognizes that, when considering the City's ability to issue and repay long-term debt, the entire debt burden borne by the taxpayers should be taken into account. (B)The percentage of overlapping debt applicable is estimated using adjusted taxable net tax capacity values of property, which is the tax capacity value after adjustments for captured tax increment value and area-wide allocations (see Table 5) Applicable percentages were estimated by determining the portion of each governmental unit's tax. capacity value that is within the City's boundaries and dividing it by each unit's total tax capacity value. Source: Anoka County Auditor's Tax Certificate 188 CITY OF COLUMBIA HEIGHTS, MINNESOTA LEGAL DEBT MARGIN INFORMATION Table 12 Last Ten Fiscal Years Legal Debt Margin Calculation for Fiscal Year 2011 Taxable market value of property $1,175,949,800 Debt limitation percentage (A)3% Debt limit 35,278,494 Net debt applicable to limit (B)12,698,431 Legal debt margin $22,580,063 Legal debt margin as a percentage of limit 64.01% Legal Debt Margin Calculation for Fiscal Years 2001 Through 2010 Legal Debt Net Debt Legal Margin as a Fiscal Debt Applicable to Debt Percentage Year Limit Limit Margin of Debt Limit 2002 $15,506,730 $ - $15,506,730 100.00% 2003 17,102,916 - 17,102,916 100.00% 2004 19,133,440 - 19,133,440 100.00% 2005 21,831,836 - 21,831,836 100.00% 2006 24,490,232 - 24,490,232 100.00% 2007 27,255,660 1,000,000 26,255,660 96.33% 2008 43,388,271 11,000,000 32,388,271 74.65% 2009 42,618,129 13,940,000 28,678,129 67.29% 2010 38,979,705 13,855,000 25,124,705 64.46% (A)M.S.A. Section 475.53 (Limit on Debt) Subdivision 1. Generally, except as otherwise provided in Sections 475.51 to 475.74, "no municipality, except a school district or a city of the first class, shall incur or be subject to a net debt in excess of 3% of the market value of taxable property in the municipality." (B)M.S.A. Section 475.51 (definitions) Subdivision 4. "Net debt" means the amount remaining after deducting from its gross debt the amount of current revenues which are applicable within the current fiscal year to the payment of any debt and the aggregate of the principal of the following: 1.Obligations issued for improvements which are payable wholly or partly from the proceeds of special assessments levied upon property specially benefited thereby, including those which are general obligations of the municipality issuing them, if the municipality is entitled to reimbursement in whole or in part from the proceeds of the special assessments. 2.Warrants or orders having no definite or fixed maturity. 3.Obligations payable wholly from the income from revenue producing conveniences. 4.Obligations issued to create or maintain a Permanent Improvement Revolving Fund. 5.Obligations issued for the acquisition and betterment of public water works systems and public lighting, heating or power systems, and of any combination thereof or for any other public convenience from which a revenue is or may be derived. 6.Not applicable. 7.Amount of all money and face value of all securities held as a Debt Service Fund for the extinguishment of obligations other than those deductible under this subdivision. 8.All other obligations which under the provisions of law authorizing their issuance are not to be included in computing the net debt of the municipality. 189 CITY OF COLUMBIA HEIGHTS, MINNESOTA PLEDGED REVENUE COVERAGE NON-OBLIGATION DEBT Table 13 Last Ten Fiscal Years 2002 - 20072008200920102011 Economic Development Authority Tax Increment Revenue Bonds Series 2007: Tax increment revenue from applicable parcels$ - $243,159$267,142$241,854$211,533 Intergovernmental: Market Value TIF credit - 14,00219,55428,11834,351 Net available revenue$0$257,161$286,696$269,972$245,884 Debt service: Principal - - 9,00043,00048,000 Interest - 158,325152,363151,063148,788 Total debt service$0$158,325$161,363$194,063$196,788 CoverageN/A162%178%139%125% Economic Development Authority Lease Revenue Bonds Series 2007B: Annual appropriation of liquor net revenues$ - $210,264$497,200$364,000$390,000 Investment income - 8,638 711,1051,500 Issuance costs and administration (expense) - (10,062)(6,866)(10,393)(9,598) Net available revenue $0$208,840$490,405$354,712$381,902 Debt service: Principal $ - $ - $ - $140,000$150,000 Interest - 208,264240,305237,155230,630 Total debt service $0$208,264$240,305$377,155$380,630 Coverage N/A100%204%94%100% Note: Details regarding the City's outstanding debt can be found in Note 6 of the financial statements. Fiscal Year 190 CITY OF COLUMBIA HEIGHTS, MINNESOTA DEMOGRAPHIC AND ECONOMIC STATISTICS Table 14 Last Ten Fiscal Years Per Capita Fiscal Personal Personal Unemployment Year Population Income Income Rate 2002 18,698 399,538,864 21,368 4.50% 2003 18,698 399,538,864 21,368 4.70% 2004 18,600 397,444,800 21,368 4.40% 2005 18,261 442,135,332 24,212 3.80% 2006 18,288 442,789,056 24,212 3.90% 2007 18,124 438,818,288 24,212 4.60% 2008 18,137 439,133,044 24,212 5.50% 2009 18,361 444,556,532 24,212 8.50% 2010 19,496 472,037,152 24,212 7.50% 2011 19,496 485,450,400 24,900 6.70% Sources are as follows: Population: Data for the years 2002, 2004-2009 provided by the Metropolitan Council. Data for the year 2003 & 2011 were estimated as equal to next available prior year. Data for 2010 is from the 2010 US Census. Per Capita Income: Data for 2002-2004 estimated as equal to per capita income reported in the 2000 U.S. Census. Data for 2005-2010 provided by the US Census Bureau, 2005-2009 American Community Survey. Certain information from prior years' presentations have been restated in this table to conform to the current presentation. Unemployment Rate: Provided by MN Department of Employment and Economic Development for Anoka County. Rates are not compiled for inidividual communities within counties. 191 - This page intentionally left blank - 192 CITY OF COLUMBIA HEIGHTS, MINNESOTA PRINCIPAL EMPLOYERS Table 15 Current Year and Nine Years Ago Percentage of Percentage of Total Anoka Total Anoka County (A)County (A) Principal Employers Within CityEmployeesRankEmploymentEmployeesRankEmployment Medtronic Inc 600 10.33%5321 0.30% Independent School District 13 475 20.26%4152 0.23% City of Columbia Heights 207 30.12%1754 0.10% Crestview Lutheran Home 180 40.10%2263 0.13% Rainbow Foods 120 50.07%1205 0.07% Columbia Park Clinic 120 60.07%707 0.04% Unique Thrift Store 75 70.04%N/AN/A N/A Invest Cast Inc 70 80.04%549 0.03% La Casita Mexican Restaurant 60 90.03%N/AN/A N/A Bobby & Steve's Auto World 53100.03%N/AN/A N/A US Post Office N/AN/A N/A4510 0.03% NEI College of Technology N/AN/A N/A766 0.04% SIS Enterprises N/AN/A N/A608 0.03% Total 1,960 1.09%1,773 0.99% (A) Employment data is not compiled for individual cities within Minnesota counties. Sources: The employee count for the City of Columbia Heights is from Table 16. 2011 data for other employers was compiled from Salesgenie business database at May 2011. 20022011 193 CITY OF COLUMBIA HEIGHTS, MINNESOTA CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM Last Ten Fiscal Years Function/Program 2002 2003 2004 General government Mayor/council 5 5 5 Administration 7 5 5 Finance 13 13 12 Public safety: Police 35 31 30 Fire 34 40 39 Public works 20 17 18 Culture and recreation: Library 19 19 19 Parks 5 5 5 Recreation 13 13 13 Community development 7 7 6 Water 4 4 4 Sewer 4 4 4 Refuse - - - Storm sewer - - - Liquor 28 35 37 Total 194 198 197 Source: Organizational Chart in the City of Columbia Heights CAFR. Note: The above table shows the distribution of all employees by head count (including full-time, part-time and paid on-call), by function. This bears a strong relationship to the distribution of employee costs across functions. However, many employees provide services to more than one function, and employee costs are charged to each function based on the services received by each function. Employees as of December 31, 194 Table 16 2005 2006 2007 2008 2009 2010 2011 5555555 544451011 12 12 13 13 14 13 14 30 31 31 34 35 36 35 35 36 33 29 31 30 32 16 17 16 17 18 17 16 21 22 22 25 21 19 21 5555555 15 16 16 17 14 13 16 7776655 4454444 4443333 - - - - - - - - - - 1 1 1 1 37 37 42 38 40 41 39 196 200 203 201 202 202 207 Employees as of December 31, 195 CITY OF COLUMBIA HEIGHTS, MINNESOTA OPERATING INDICATORS BY FUNCTION/PROGRAM Last Ten Fiscal Years 2002 2003 2004 General government: Resolutions approved by City Council (A)70 57 87 Ordinances adopted by City Council 4 19 7 Public safety: Police: Part I crimes (B)992 1,056 1,229 Part II crimes (B)3,142 3,225 3,435 Fire: Emergency medical calls (B)1,660 1,702 1,653 Fire calls (B)4,777 380 483 Inspections & Related Actions (B)3,562 4,616 2,077 Public works: Street paving and patching (tons of asphalt)not avail 1,220 1,271 Street sweeping (tons of debris)990 640 1,064 Trees removed 175 143 261 Culture and recreation: Library: Items in collection 71,439 71,409 73,105 Circulation 119,082 116,917 116,533 Reference inquiries 14,383 18,427 14,670 Parks and recreation: Athletics participants (C)3,015 2,558 2,139 Other programs, estimated attendance (D)9,000 9,000 9,000 Number of paid room rentals 223 132 134 Communitydevelopment: Function/Program Fiscal Year Community development: Number of business licenses issued 313 295 307 Number of building permits issued (E)1,216 1,176 1,159 Construction value of permits issued $8,362,360$11,056,530$50,322,414(F) Water: Consumption (thousands of gallons)566,169 579,322 538,358 Sewer (sanitary): Wastewater (thousands of gallons, 12 months ended June 30)544,190 556,900 526,010 Miles of line cleaned/rodded/root-sawed 7 17 28 Refuse: Refuse (tons)8,241 7,670 8,348 Recycling (tons)1,915 1,873 1,783 Yardwaste (tons)824 809 862 Storm sewer: No operating indicators available N/A N/A N/A Liquor: Number of units sold N/A N/A N/A (A)In 2006, the City significantly increased enforcement of ordinances concerning nuisance/hazardous conditions of properties within the City. Resolutions per year sharply increased, given one resolution per significant enforcement action. (B)Public safety operating indicators include services provided to the City of Hilltop under contractual agreements. The City of Hilltop is completely encircled by the City of Columbia Heights and has a population of 744. (C)This operating indicator includes duplicate counts for participation in more than one team/league by some persons. (D)This operating indicator includes duplicate counts for attendance at more than one program by some persons. It is rounded to the nearest thousand attendees based on review of attendance data. (E)This operating indicator includes inspection permits issued for new construction, building alteration/addition, plumbing, heating, street excavation and sign installation. (F)The construction value of building permits issued in 2004 includes $30,573,000 for a water filtration plant owned and operated by the City of Minneapolis within the City of Columbia Heights. Certain information from prior years' presentations have been restated in this table to conform to the current presentation. Sources: Various City departments. 196 Table 17 2005 2006 2007 2008 2009 2010 2011 92 234 198 247 170 115 159 20 14 12 26 12 12 15 1,280 1,167 1,246 1,098 882 768 756 3,496 3,184 3,144 2,966 1,275 1,683 1,576 1,873 1,806 1,888 2,093 1,694 1,664 1,722 581 387 445 385 660 846 764 2,379 3,709 4,603 6,955 3,724 5,720 6,073 409 710 1,910 1,415 1,033 1,054 869 658 637 648 420 581 638 712 296 188 357 175 121 180 180 68,226 70,354 71,594 72,420 69,702 72,055 71,303 115,598 119,593 125,222 126,271 120,705 131,885 125,051 17,225 15,106 13,715 13,793 17,771 14,352 16,601 1,988 1,654 1,537 1,510 1,602 1,500 4,299 9,000 9,000 8,000 8,000 8,000 8,000 8,000 164 191 185 190 210 160 177 Fiscal Year 327 342 306 363 379 393 334 1,304 1,701 1,313 1,113 1,187 1,351 1,290 $13,041,878$26,798,827$22,230,118$21,917,792$13,376,732$14,481,712$7,986,467 527,621 529,581 538,844 518,791 518,299 516,068 454,223 514,810 536,920 495,580 511,090 437,520 444,820 485,000 28 39 27 29 39 26 25 8,863 8,397 6,587 7,323 7,239 6,770 6,789 1,863 1,721 1,522 1,318 1,036 1,699 1,605 892 645 654 727 773 1,100 1,270 N/A N/A N/A N/A N/A N/A N/A 798,900 758,000 768,000 920,121 1,029,139 1,028,160 1,060,150 197 CITY OF COLUMBIA HEIGHTS, MINNESOTA CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM Last Eleven Fiscal Years Function/Program 2001 2002 2003 2004 General government: City hall square footage 28,530 28,530 28,530 28,530 Public safety: Police Stations 1 1 1 1 Fire Stations 1 1 1 1 Public Safety Bldg square footage Note A Note A Note A Note A Public works: Office and shop square footage 31,075 31,075 31,075 31,075 Trunk highway miles 3 3 3 3 County road miles 6 6 6 6 City street miles 62 62 62 62 Alley miles 19 19 19 19 Culture and recreation: Libraries 1 1 1 1 Library square footage 7,896 7,896 7,896 7,896 Parks 13 13 13 13 Playgrounds 11 11 11 11 Gymnasiums square footage - - - - Mtg & banquet rooms square footage 22,000 22,000 22,000 22,000 Community development: Senior high-rise apartments 145 145 145 145 Water: Watermain miles 66 66 66 66 Sewer: Sanitary sewer miles 59 59 59 59 Refuse: Recycling centers 1 1 1 1 Storm sewer: Storm sewer miles 34 34 34 34 Liquor: Retail stores owned 1 1 1 1 Retail stores leased 2 2 2 2 (A)For years prior to 2010, the police and fire stations are included in the City Hall square footage reported above. Beginning in 2010, the police and fire stations were in a separate public safety facility. Sources: Various City departments. Fiscal Year 198 Table 18 2005 2006 2007 2008 2009 2010 2011 28,530 28,530 28,530 28,530 28,530 28,530 28,530 1111111 1111111 Note ANote ANote ANote ANote A47,088 47,088 31,075 31,075 31,075 31,075 31,075 31,075 31,075 3333333 6666666 62 62 62 62 62 62 62 19 19 19 19 19 19 19 1111111 7,896 7,896 7,896 7,896 7,896 7,896 7,896 13 13 13 13 13 13 13 11 11 11 11 11 11 11 - - - - 12,726 12,726 12,726 22,000 22,000 22,000 22,000 22,000 22,000 22,000 145 145 145 145 145 145 145 66 66 66 66 66 66 66 59 59 59 59 59 59 59 1111111 34 34 34 34 34 34 34 1113333 2 2 2 - - - - Fiscal Year 199 - This page intentionally left blank - 200 IV. OTHER REQUIRED REPORTS SECTION 201 - This page intentionally left blank - 202 CITY OF COLUMBIA HEIGHTS, MINNESOTA SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For The Year Ended December 31, 2011 Notes to the schedule of expenditures of federal awards Note 1. Basis of Presentation The financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information, of the City of Columbia Heights, Minnesota, including its component units, follow generally accepted accounting principles. The government-wide and the proprietary financial statements are reported using the accrual basis of accounting. The governmental fund financial statements are reported using the modified accrual basis of accounting as disclosed in the notes to the financial statements. The above schedule of expenditures of federal awards includes only the federal grant activity of the City and its component units and is presented on the accrual basis of accounting. The information in this schedule is presented in accordance with the requirements of OMB Circular A-133, Audits of States, Local Governments, and Nonprofit Organizations. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the basic financial statements. "ARRA" is an acronym for the American Recovery & Reinvestment Act of 2009. Note 2. Subrecipients During 2011, the City of Columbia Heights did not pass federal awards through to any subrecipients. Note 3. Reporting Entity For the puposes of this schedule, the , reporting entity includes all funds of the City of Columbia Heights, Minnesota. Also included in the reporting entity, as blended component units, are the Columbia Heights Economic Development Authority and the Columbia Heights Housing and Redevelopment Authority, as the governing boards are substantively the same as the City Council, and the City is in a relationship of benefit/burden with the Authorities. 211 CITY OF COLUMBIA HEIGHTS, MINNESOTA SCHEDULE OF FINDINGS AND QUESTIONED COSTS For The Year Ended December 31, 2011 SECTION I - SUMMARY OF AUDIT RESULTS Financial Statements A. Type of auditors’ report issued: Unqualified B. Internal control over financial reporting: • Material weakness(es) identified? Yes X No • Significant deficiencies identified that are not considered to be material weaknesses? X Yes None reported C. Noncompliance material to financial statements noted? Yes X No Federal Awards D. Internal control over major programs: • Material weakness(es) identified? Yes X No • Significant deficiencies identified that are not considered to be material weaknesses? Yes X None reported E. Type of auditors’ report issued on compliance for major programs: Unqualified F. Any audit findings disclosed that are required to be reported in accordance with section 510(a) of Circular A-133? Yes X None reported G. Identification of major programs: Name of Federal Program CFDA Number Transportation, Community and System Preservation Program - ARRA 20.205 Federal-Aid Highway Program Project Grant – ARRA 20.205 Low Rent Public Housing (operating fund subsidy) 14.850 H. Dollar threshold used to distinguish between Type A and Type B programs: $300,000 I. Auditee qualified as a low-risk auditee: Yes X No 212 CITY OF COLUMBIA HEIGHTS, MINNESOTA SCHEDULE OF FINDINGS AND QUESTIONED COSTS For The Year Ended December 31, 2011 SECTION II – FINANCIAL STATEMENT FINDINGS 2011-1 Recreational Revenue Documentation Criteria: A properly developed accounting system would allow for the reconciliation of purchases to the related deposit in order to substantiate the completeness of recreation revenues. Condition: In order to allow for reconciliation of the deposits to registrations the registrations must be processed the same day that the deposit is made. Cause: A combination of the limitations of the Recreation revenue software and the staff time allocated to work within those limitations. Effect: When registrations are not processed on the same day as the related receipts are deposited a reconciliation of revenue is not possible and there is a higher risk that a misstatement of recreation revenue may occur and not be detected in a timely manner. Recommendation: The city’s management should continue to monitor the cost benefit of allocating additional staff time to the recreation department so that all registrations can be processed on the day they are received. Views of Responsible Officials and Corrective Action Plan: Three corrective action steps are planned by the City for mid-2012: 1) Allocate and/or flex more staff time to peak registration periods, to be able to process all registrations on the day payment is received. 2) Begin accepting Recreation customer registrations over the internet. This is expected to reduce some data entry time required by staff during peak registration periods. To this end, the Recreation department has already purchased a web-based version of its existing registration software and is currently populating its database. 3) Establish accounts within the web-based registration software for all items for which Recreation payments are received, in order to minimize the number of reconciling items to review between total registrations and total deposits. Previously, certain Recreation sales and services were not included in the registration program. 213 CITY OF COLUMBIA HEIGHTS, MINNESOTA SCHEDULE OF FINDINGS AND QUESTIONED COSTS For The Year Ended December 31, 2011 SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS No current year findings. SECTION IV – PRIOR YEAR FEDERAL AWARD FINDINGS AND QUESTIONED COSTS No prior year findings. 214 CITY OF COLUMBIA HEIGHTS, MINNESOTA U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT FINANCIAL DATA SCHEDULE As of And For The Year Ended December 31, 2011 Page 2 of 2 Public HousingPublic Housing OperatingCapital Fund Line Subsidy Program Item Account Description 14.850 14.872 Total Projects Revenue: 703 Net tenant rental revenue $347,318 $ - $347,318 704 Tenant revenue - other 13,626 - 13,626 706 HUD PHA grants 166,895 9,855 176,750 711 Investment income - unrestricted 2,789 - 2,789 700 Total revenue 530,628 9,855 540,483 Expenses: 911 Administrative salaries 25,500 - 25,500 912 Auditing fees 1,607 - 1,607 913 Outside management fees 154,824 - 154,824 914 Advertising and marketing 517 - 517 916 Other operating - administrative 6,753 - 6,753 917 Legal expense 4,385 - 4,385 919 Other expense 2,052 - 2,052 931 Water 12,458 - 12,458 932 Electricity 52,684 - 52,684 933 Gas 45,217 - 45,217 936 Sewer 6,773 - 6,773 938 Other utilities expense 12,070 - 12,070 942 Ordinary maintenance and operations - materials and other 14,833 - 14,833 943 Ordinary maint. and operations contracts - HVAC 14,373 - 14,373 943 Ordinary maint. and operations contracts - snow removal 2,449 - 2,449 943 Ordinary maint. and operations contracts - elevator 28,549 - 28,549 943 Ordinary maint. and operations contracts - grounds 4,635 - 4,635 943 Ordinary maint. and operations contracts - unit turnaround 17,687 - 17,687 943 Ordinary maint. and operations contracts - plumbing - - - 943 Ordinary maint. and operations contracts - extermination 2,639 - 2,639 943 Ordinary maint. and operations contracts - janitorial 4,275 - 4,275 943 Ordinary maint. and operations contracts - routine maintenance 24,775 - 24,775 943 Ordinary maint. and operations contracts - miscellaneous 1,120 - 1,120 952 Protective services 6,724 - 6,724 961 Insurance premiums 20,950 - 20,950 962 Other general expenses 2,072 - 2,072 963 Payments in lieu of taxes 22,769 - 22,769 969 Total operating expenses 492,690 0 492,690 974 Depreciation 105,725 - 105,725 900 Total expenses 598,415 0 598,415 1001Operating transfers in - - - 1002Operating transfers out - - 0 1010 Total other financing sources (uses)0 0 0 1000Excess (deficiency) of revenue over expenses and and other financing uses (sources)($67,787)$9,855 ($57,932) Memo account information: 1103 Beginning equity $2,262,566 $ - $2,262,566 1120 Unit months available 1,212 - 1,212 1121 Number of unit months leased 1,209 - 1,210 217 CITY OF COLUMBIA HEIGHTS, MINNESOTA U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT FINANCIAL DATA SCHEDULE - STATEMENT AND CERTIFICATION OF ACTUAL MODERNIZATION COSTS As of And For The Year Ended December 31, 2011 STATEMENT AND CERTIFICATION OF ACTUAL MODERNIZATION COSTS FY 2008 FY 2009 FY 2009 FY 2010 MN 46P10550108MN 46P10550109MN 46S10550109MN 46P105501-10 A.The actual modernization costs are as follows: Funds approved $104,250 $112,026 $131,959 $110,976 Funds (expended)(104,250)(112,026)(129,933) - Excess of funds approved (expended)$0 $0 $2,026 $110,976 Funds advanced - HUD CFP Grants $104,250 $91,359 $129,933 $ - Funds (expended): In prior years (74,082)(2,118)(7,631) - In current year (30,168)(109,908)(122,302)(18,352) Excess of funds advanced (expended)$0 ($20,667)$0 ($18,352) B.The distribution of costs by project as shown on the Final Statement of Development Cost budget, accompanying the Actual Development cost Certificate submitted to HUD for approval, is in agreement with the City's records. C.All modernization costs have been paid and all related liabilities have been discharged through payment. 218