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HomeMy WebLinkAbout1979 CAFR1 1 1 1 1 1 I 1 1 1 1 1 1 1 1 1 1 1 1 FINANCIAL REPORT OF THE CITY OF COLUMBIA HEIGHTS, MINNESOTA 55421 590 FORTIETH AVENUE N.E. FOR THE YEAR ENDING DECEMBER 31, 1979 FINANCE DEPARTMENT JOHN E. SCHEDLER, FINANCE DIRECTOR MEMBER OF MUNICIPAL FINANCE OFFICERS' ASSOCIATION OF THE UNITED STATES AND CANADA telephone: 788 -9221 (612) 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 HE CIT�INA' O COLUMBIA HEIGHTS, MINNESOTA NNUA ��dd'IAL EPQRT EAR ENDED BECEMEER 1, 1919 TABLE OF CONTENTS Page I. INTRODUCTORY SECTION Reference Number Administrative Organization Finance Directors Letter of Transmittal 1 Auditors Report 9 II. FINANCIAL SECTION A. General Purpose Financial Statements Combined Balance Sheet - All Fund Types and Account Groups Form A 10 Combined Statement of Revenues, Expenditures, And Changes in Fund Balances - All Governmental Fund Types Form A -1 12 Combined Statement of Revenues, Expenditures, and Changes in Fund Balances ­Budget and Actual - General and Special Revenue Fund Types Form A -2 14 Combined Balance Sheet - All Proprietary .. Fund Types Form A -3 16 Combined Statement of Revenues, Expenses, and Changes in Retained Earnings - All Proprietary Fund Types Form A -4 18 Combined Statement of Changes in Financial Position - All Proprietary Fund Types Form A -5 20 Notes to Financial Statements 22 B. Combining and Individual Fund and Account Group Statements and Schedules General Fund Form B 28 Special Revenue Funds Form C 37 HE CITX OF COLUM REPJRT IA HEIGHTS, MINNESOTA NNUAINA�ICIAL EAR iNtDED IIECEMBER 1, 1919 Debt Service Funds Form D 45 Capital Projects Funds Form E 50 Special Assessment Funds Form F 54 Enterprise Funds: Table IV 97 Municipal Liquor Fund Form G 56 Water Utility Fund Form H 69 Sewer Utility Fund Form I 77 Internal Service Fund: Table VII 99 Central Garage Fund Form J 84 Trust and Agency Funds Form K 89 Statement of General Fixed Assets Form L 91 Statement of General Long -term Debt Form M 92 III. STATISTICAL SECTION Assessed Value and Market Value of all Taxable Property Table I 93 Tax Rates Table II 95 City Tax Levy Table III 96 Tax Levies and Tax Collections Table IV 97 Special Assessment Collections Table V 97 Revenues - Other than Property Taxes and Special Assessments Table VI 99 Expenditures for Selected Functions Table VII 99 Statement of Legal Debt Margin Table VIII 100 Summary of Debt Service Requirements to Maturity Table IX 101 DEPARTMENTS DIVISIONS er�'e ref Regular G� Reserves Regular Volunteers POLICE Reserves Accounting City Clerk Elections Utility Billing Collections Liquor Bar No. 2 Off Sale No. 3 Off Sale Y . FIRE FINANCE Inspections Licenses & Permits ADMINISTRATIV Planning SERVICES Assessing Engineering Streets Water Maintenance Sewer Maintenance Parks - Admin. & Maintenance Central Garage PUBLIC WORKS LIBRARY GENERAL GOVERNMENT BUILDINGS LEGAL CITY OF COLUMBIA HEIGHTS, MINNESOTA CITY MANAGER ADMINISTRATIVE ORGANIZATION CITY OF COLUMBIA HEIGHTS, MINNESOTA MAYOR COUNCIL MEMBERS ELECTORS) 1 RECREATION � INDEPENDENT COMMUNITY SCHOOL DIS- SERVICES TRICT #13 COMMISSION COMMISSIONS AND BOARDS Planning and Zoning Recreation b Community Services Park Traffic RECREATION b HRA COMMUNITY Library SERVICES Human Services Police & Fire Civil Service Charter Downtown Development ANNUAL FINANCIAL REPORT HE CIT OF COLUM IA HEIGHTS, MINNESOTA NNUA t' I NAC I AL KEP RT EAR LNDED BECEMBER L 1979 Combining Schedule of Bonds Payable Table X 103 Schedule of Investments Table IX 105 Schedule of Cash and Security for Deposit Table XII 107 Schedule of Insurance in Force Table XIII 109 Principal City Officials and Surety Bonds Table XIV 111 Mi'scellaneous Statistical Facts Table XV 112 1 1 1 1 ANNUAL FINANCIAL REPORT YEAR ENDED DECEMBER 31, 1979 CITY COUNCIL Bruce G. Nawrocki, Mayor E. "Sebe" Heintz Councilmember Kenneth E. Hentges Councilmember Walter S. Logacz Councilmember Gayle R. Norberg Councilmember CITY MANAGER Robert S. Bocwinski FINANCE DEPARTMEMT John E. Schedler Director William Stawarski City Accountant L ITy OF COLUMBIA HEIGHTS, MINNESOTA ANNUAL FINANCIAL REPORT CITY ,4 m ® OF CITY OF COLUMBIA HEIGHTS IM tApril 24 , 1980 Mr. Robert S. Bocwinski City Manager 1 City of Columbia Heights Dear Mr. Bocwinski: The annual financial report of the City of Columbia Heights, Minnesota .for the year ended December 31, 1979 is submitted herewith. The organiz- ation, form and contents of this report were prepared in accordance with standards prescribed by the Municipal Finance Officers Association of the United States and Canada, the American Institute of Certified Public Accountants, State Auditor's Office, State of Minnesota, and the City Charter. The format has been modified from prior years to incorporate changes recommended by the National Council on Governmental Accounting in Statement 1 of Governmental Accounting, Auditing, and Financial Reporting which incorporates pertinent aspects of Audits of State and Local Govern- mental Units. The report consists of three sections: Section I is the introduc- 1 tory section and contains the Table of contents, Letter of Transmittal, Administrative organization and Auditors report. Section II is the financial section and contains the general purpose financial statements, notes to financial statements and the combining and individual fund and account group statements and schedules. Section III is the statistical section and contains comparative statistical tables "and data having re- ference value for citizens and investors. ACCOUNTING SYSTEM AND REPORTS The City maintains complete self - balancing account groups for each - entity of the City in accordance with the organizational chart of the City. This results in a classification of transactions according to specific functions, separate and distinct from those pertaining to un- related activities. The City's accounting records are maintained on the accrual, or modified accrual basis, as appropriate. Budgetary control is maintained by an encumbrance system whereby purchase requests are pre- audited as to authorization and availability of funds prior to their release to vendors. Also inherent in this controlling function is the management Bruce G. Nawrocki, Mayor E. "Sebe" Heintz, Councilmember Walter Logacz, Councilmember Gayle R. Norberg, Councilmember 1 Kenneth E. Hentges, Councilmember EQUAL OPPORTUNITY EMPLOYER philosophy that the existence of a particular item or appropriation in the approved budget does not automatically mean that it will or must be spent. The budget process has flexibility in that, where need has been adequately demonstrated, an adjustment can be made within the department budget by the City Manager, or between departments and funds by the City Council. Therefore, there is a constant reviewal process and expenditures are not approved until it has been determined that (1) adequate funds were appropriated, (2) the expenditure is still necessary and (3) funds are available. FINANCIAL STATEMENTS FOR INDIVIDUAL FUNDS These are indexed in the preceding table of contents. In addition the header for each type of fund provides a description of the basis for establishment of the fund and another table of contents of the financial statements pertaining to the individual fund. Each statement of the General Fund, Special Revenue Funds (where applicable) Enterprise Funds and Internal Services Funds are presented with comparative information to 1978. CITY FINANCIAL ACTIVITY HIGHLIGHTS DURING 1979 * The payment of $503,050 in principal and interest of scheduled bond maturities. * Interest earnings were at an all•time high totaling $181,797. * General Fund revenues exceeded expenditures and encumbrances by $336,703. * Substantial completion of capital projects in 1979: Widen and pave 5th Street & 38th Avenue $ 197,068 Curb and Mat on 42 1/2 Avenue. 225,547 Prestemon building and basketball Court 81,178 GENERAL FUND On December 31, 1979 the fund balance of the General Fund totaled $1,312,026 of which $92,517 is appropriated for the 1980 budget. This leaves an unappropriated fund balance which is adequate, but it should be pointed out that this represents a working capital for general opera- tions that is used extensively during the first seven months until current taxes and state aids are received. The following table shows previous year -end General Fund balances, as compared to adopted budget of following year. Total of Appropriated and Unappropriated Fund Balance General Beginning of Year Fund Budget Amount % of Budget 1975 2,179,705 107,376 4.9 1976 2,329,365 292,898 12.6 1977 2,549,629 591,399 23.2 1978 2,917,260 863,828 29.6 1979 3,078,785 957,562 31.1 1980 3,407,235 1,312,026 38.5 CITY OF COLUMBIA BEIGHTS, MINNESOTA 2 ANNUAL FINANCIAL REPORT u 1 I C� i D n I . Estimated and actual revenues for the current year are presented in Form B -2. Revenues received for general government operations totaled $3,184,365 in 1979 an increase of $323,721 or 8.4% over the previous year. The following table presents an analysis of the major revenue sources of the General Fund for 1979 and its change from 1978. From the above table, it is apparent that the major sources available for funding the general operations is the property tax (32.8 %) and inter- governmental revenue (49.4 %), primarily state aids. Both of these sources are controlled in the amount that they can increase by what is known as the Levy Limitation Law. LEVY LIMITATION The Levy Limitation Law was first implemented in 1972 and, in general, has placed a limitation on the amount of increased revenue that can be derived from the property tax and local government aid. This amount of increase is stated in terms of 6% per capita. Since enactment, various amendments to the law have been enacted, but the basic principle remained the same. The follow- ing table summarized the City's status in complying with the law for 1979 and 1978: Levy Limit base Less: State aids applicable to levy limitations Leby limit before special levies Plus: Special levies allowed: Debt service Other 1979 1978 $ 2,171,007 $ 2,042,551 (1,143,302) (985,7].6) $ 1,027,705 $ 1,056,835 245,000 260,500 491,568 265,821 Total 1979 Percent Increase (Decrease) Revenue Source Amount of Total from 1978 $ General Property Taxes $ 1,044,380 32.6% $ 103,061 Licenses and Permits 78,164 2.5 1,294 Intergovernmental Revenue 1,571,727 49.4 179,431 Charges for Services 334,401 10.5 32,430, Fines and Forfeits 49,067 1.5 10,876 Miscellaneous Revenue 90,481 2.8 21,876 Expenditure Reimbursements 15,321 •5 (25,698) Transfers - In 824 - 451 Totals $ 3,184,365 100.0% $ 323,721 From the above table, it is apparent that the major sources available for funding the general operations is the property tax (32.8 %) and inter- governmental revenue (49.4 %), primarily state aids. Both of these sources are controlled in the amount that they can increase by what is known as the Levy Limitation Law. LEVY LIMITATION The Levy Limitation Law was first implemented in 1972 and, in general, has placed a limitation on the amount of increased revenue that can be derived from the property tax and local government aid. This amount of increase is stated in terms of 6% per capita. Since enactment, various amendments to the law have been enacted, but the basic principle remained the same. The follow- ing table summarized the City's status in complying with the law for 1979 and 1978: Levy Limit base Less: State aids applicable to levy limitations Leby limit before special levies Plus: Special levies allowed: Debt service Other 1979 1978 $ 2,171,007 $ 2,042,551 (1,143,302) (985,7].6) $ 1,027,705 $ 1,056,835 245,000 260,500 491,568 265,821 Total allowable levy $ 1,764,273 $ 1,583,156 Total levy certified $ 1,631,608 $ 1,583,156 CITY OF COLUMBIA HEIGHTS, MINNESOTA 3 ANNUAL FINANCIAL REPORT FISCAL DISPARITIES In 1971 the legislature enacted a Fiscal Disparity Law which was not implemented until taxes payable in 1975 due to a constitutional challenge. The law provides for the pooling of 40% of all new commercial/ industrial property valuation or growth in the seven county area to be redistributed to the taxing jurisdictions according to specified criteria. Although it is difficult to determine the future impact of the law on the City, it appears that the City will gain in nominal amounts. The impact on the taxable valuations of the City.for taxes collectible in 1977 through 1979 was as follows: City's taxable value: Personal property Real estate Sub -total 1977 $ 1,220,899 67,746,917 $68,967,816 1978 $ 1,213,302 68,981,490 $70,194,692 1979 $ 1,221,501 71,601,406 $72,822,907 Areawide allocation: Contribution to "pool" $ (850,697) $(1,085,236) $(1,491,381) Distribution from "pool" 2,355,131 2,641,684 3,311,002 Net Increase $ 1,504,434 $ 1,556,448 $ 1,819,621 Combined Value $70,472,250 $71,751,140 $74,642,528 Actual taxes received from the fiscal disparities allocation amounted to $70,023 in 1979, to $52,756 in 1978, and $51,268 in 1977. This rep- resents a small amount of property tax relief to Columbia Heights taxpayers. It should be remembered that, regardless of how much "new revenue" is re- ceived from fiscal disparities, the.revenue is part of the tax controlled by the levy limit within which the City must still operate. PROPERTY TAX AND SPECIAL ASSESSMENT COLLECTIONS It is the City's policy to offset any property taxes not received with an equal allowance for uncollectible amounts. Therefore, any delinquent taxes, or unremitted current taxes are not recognized as revenue until received in cash, and are used to finance the budget in the year in which they are received. SPECIAL REVENUE FUNDS The municipal State -Aid Street Fund was establised to receive gasoline tax apportionments from the state which are used to construct state -aid streets. In 1979, apportionments and interest earnings of $177,053 were received. The fund balance, now dedicated to construction of state -aid streets, at December 31, 1979 is $218,752. CITY OF COLUMBIA NEIGIITS, MINNESOTA 4 ANNUAL FINANCIAL REPORT n I 1 J 1 1 1 1 i 0 1 1 The Revenue Sharing Fund was established to account for the receipt and expenditure of federal general revenue sharing funds. Revenue Sharing was enacted in 1972, and covered the period from January 1, 1972 to December 31, 1976. The 1976 federal amendments to the law authorized additional appro- priations to cover the period from January 1, 1977 to September 30, 1980. The following table reflects the use of Revenue Sharing through December 31, 1979: Fund Revenue Sharing Interest Capital Balance Revenue Earnings Total Projects Operations Total Year End 1972 $120,859 $ - $120,859 $ - $ - $ - $12q,859 1973 140,575 9,202 149,777 110,239 14,606 124,845 145,791 1974 144,256 12,834 157,090 145,830 4,158 149,988 152,893 1975 154,036 11,530 165,566 187,572 30,488 218,060 100,399 1976 157,339 10,907 168,246 158,164 68,528 2261692 41,953 1977 159,482 6,257 165,739 108,928 25,478 134,406 73,286 1978 178,817 5,800 184,617 179,120 12,723 191,843 66,060 1979 176,635 9,584 186,219 118,947 18,189 137,136 115,143 In 1980 it is estimated that the City will receive $121,487 in revenue sharing payments and $5,000 interest earnings. The adopted 1980 budget includes $28,000 for general operations and $74,275 for capital projects, leaving an estimated fund balance of $117,263 as of December 31, 1980. The C.E.T.A. Funds recorded employment of people under two programs - C.E.T.A., and C.E.T.A. Title II. A total of $93,651 was received to fund these activities in 1979. In 1978 the Recreation Commission was expanded to include a Community Services function. The revised Recreation and Community Services Commission Fund is funded and directed in co- operation with Independent School District No. 13 through a six member board. The activity of this fund covers year round recreation programs in the schools, city parks and outside the community. In 1979 revenues of $159,082 exceeded expenditures by $16,474 thus increasing the fund balance to $28,555. FIXED ASSETS The general fixed assets of the City are those fixed assets used in the performance of general governmental functions, but exclude the fixed assets of the proprietary funds. As of December 31, 1979, the general fixed assets of the City thus far recorded amount to $7,429,495. This amount represents the original cost of land, buildings and equipment and is considerably less than their present value. Depreciation of the general fixed assets is not re- cognized, as is customary in municipal accounting, in the City's accounting system, but depreciation of assets is recognized in the proprietary funds for rate setting purposes, etc. An appraisal of buildings, structures and equipment (excluding vehicles for which the City had cost information) was accomplished in 1979. These values plus the original assessed cost of water and sewer lines were estab- lished on the City's accounting records. In 1980 further work is planned to develope values for roads, curbs and gutters and similar assets that are immovable and incorporate these values into the General Fixed Asset group of accounts. Replacement values for insurance purposes were also established from the appraisal. CITY OF COLUMBIA HEIGHTS, MINNESOTA 5 ANNUAL FINANCIAL REPORT ENTERPRISE FUNDS Liquor Operation Total sales were $1,220,567 an increase from 1978 of $155,674. Total net income was $100,346 an increase of $46,540 from 1978. Net income for all locations increased with the bar recording the largest gain over the previous year of $23,789, while No. 2 increased $4,985 and No. 3 increased $15,926. WATER UTILITY The Water Utility Fund had a 1979 net operating loss of $23,775, on a $8,899 decrease in (revenue) compared to a net income of $10,621 in 1978. The August 1979 9.1% rate increase only partially offset increased operat- ing costs and a Minneapolis rate increase of 6.7% on January 1, 1979. A further Minneapolis rate increase as of December 1979 amounted to 14.6 %. In 1979 a volume decrease of 4,244,100 cu. ft. to an annual usage of 79,853,300 cu. ft. was experienced. The volume level fell to its lowest point in the past 6 years. In addition, the fund transferred $40,909 to Debt Service Funds. SEWER UTILITY The Sewer Utility Fund with a very slight decrease in revenue had a net loss of $43,986 in 1979 compared to a net income of $47,278 in 1978. The 11.5% increase in MWCC disposal charges and 12.4% increase in operating costs were only partially offset by a 10% user rate increase August 1, 1979, additionally appropriations from retained earnings were made - $30,000 to Debt Service Funds and $3,269 to construction projects. SPECIAL ASSESSMENT FUNDS Special Assessment Funds are used to finance and account for the construction and financing of certain public improvements such as residential streets, storm sewers, sanitary sewers, and water mains which are to be paid for wholly or in part from special assessments levied against benefited property. The Special Assessment Funds are also used to account for assess- ments levied against the individual property owners which are usually paid in installments over a period of years. During 1979, the City assessed $168,484 of benefits to property owners. Of the $307,100 deferred tax levies scheduled for collection.in 1979, $62,100 was cancelled. A tax levy of $245,000 was made and 99.0% of the levy was collected in 1979. CENTRAL GARAGE FUND The Central Garage Fund was established in 1977 to record expenses of the service shop and to allocate such cost to the using departments. It is intended to maintain this fund on a self- sustaining basis with the establish- ment of fixed assets and related depreciation for the garage in 1979, re- tained earnings has a deficit balance of $29,818 as of December 31, 1979. Depreciation, although not considered in past years, will be a factor in future user rates. CITY OF COLUMBIA NEIGNTS, MINNESOTA 6 ANNUAL FINANCIAL REPORT 0 0 u n D D n D u D D D u fl D TRUST AND AGENCY FUNDS Investment Trust Fund The Investment Trust Fund was created in 1974 to record all investment transactions except direct investments of bonds of the City purchased by other funds. Interest earnings from these investments are allocated to all funds of the City, except construction.accounts and the trust and agency funds, on the basis of the average cash balances during the year. Investment principal at December 31, at book value, is also allocated to the individual funds. The allocation of interest earnings to December 31, includes accrued interest receivable, which results in a cash overdraft in the fund of a like amount. Based on month end statistics, an average of 100% of total cash for all funds was invested throughout the year. Interest rates were substantially higher in 1979 than in preceeding years and the average amount of idle funds increased only slightly in 1979. Interest earnings for the past five years is as follows: Year Earnings Yield 1974 $101,498 - 1975 87,612 8.34% 1976 121,051 7.750 1977 114,186 5.69% 1978 119,918 6.29% 1979 181,797 9.21% The 1979 earnings were distributed to the following funds: General $ 69,262 Revenue Sharing 9,635 Municipal State -Aid Street 5,455 Capital Improvements 49,265 Debt Service 17,455 Liquor 21,270 Water 9,455 181,797 NEW LEGISLATION The 1978 Minnesota Legislature enacted Chapter 787 to standardize and improve municipal financial reporting. Beginning in 1979 the fiscal year of all Minnesota cities is the calendar year. Also, cities failing to meet the new financial reporting requirements will have the State Auditor's Office or its appointee prepare their financial statements. Fees for this service will be withheld from the City's share of Municipal State Aid. This report meets or exceeds all state reporting requirements. .CITY OF COLUMBIA HEIGHTS, MINNESOTA 7 ANNUAL FINANCIAL REPORT i i i ACKNOWLEDGEMENTS I would like to thank your office and the members of the City Council for their interest and support in planning and conducting the financial operations of the City. The preparation of this report on a timely basis could not be accomplished without the efficient and dedicated services of the entire staff of the Finance Department. Special recognition should be given to William W. Stawarski, City Accountant, who assisted in preparing this report; to Jackie and Sue for their precise typing of this document. Respectfully submitted, f John E. Schedler Finance Director I CITY Of COLUMBIA NEIGHTS, MINNESOTA 8 ANNUAL FINANCIAL REPORT GEORGE M. HANSEN COMPANY Certified Public Accountants SOUTH PLAZA BUILDING MINNEAPOLIS, MINNESOTA 55416 ' ACCOUNTANTS' REPORT The City Council City of Columbia Heights, Minnesota We have examined the accompanying financial statements of the various funds and account groups of the City of Columbia Heights for the year ended December 31, 1979, listed in Section II -A of the table of contents. Our examination was made in accordance with generally accepted auditing standards, and accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, the aforementioned financial statements present fairly the financial position of the various funds and account groups of the City of Columbia Heights at December 31, 1979, and the results of °operations of such funds and the changes in financial position of the proprietary funds for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding period. The accompanying supplemental schedules and related information, listed in Section II -B of the table of contents, are not necessary for a fair presentation j' of the financial statements, but are presented as additional analytical data. This information has been subjected to the tests of other auditing procedures applied in the examination of the financial statements mentioned above and, in our opinion, is fairly stated in all material respects in relation to the financial statements taken as a whole. Our examination did not include the statistical information presented in Section III. April 16, 1980 �II 9 JUN 2 199C GEORGE M. H A N S E N COMPANY MANAGER City of Certified Public Accountants Columbia Heights 175 SOUTH PLAZA BUILDING WAYZATA BOULEVARD AT HIGHWAY 100 MINNEAPOLIS, MINNESOTA 55416 546 -2566 May 30, 1980 The City Council City of Columbia Heights 590 40th Avenue N. E. Columbia Heights, Minnesota 55421 Gentlemen: During the course of our examination, we make certain observations which we feel will be of interest to you. These observations, of course, refer only to those areas to which our audit work extended. It is our responsibility to comment on the internal control of operations. Internal control is defined as the segregation of duties so that no one employee has complete control over an entire transaction. Good internal control suggests that the work of one employee becomes an automatic check on the work of another employee. The comments which follow are not criticisms of the present system, but rather suggestions for improvement based upon both our experience and our observations of similar situations in other governmental entities. INTERNAL CONTROL AND RELATED MATTERS Data Processing We strongly suggest that the City look into a new data processing system in the City's operations. With the present system considerable time and effort are being expended needlessly due to the manual work required. There are also instances where work is duplicated under the present system. An example of this is in the recording of disbursements. All checks are typed and recorded on a listing for the Council, and then the same information is recorded on the City's financial records. Both of these functions should be done at the same time. Special assessment records could be set up on the new system, and the present card system could be eliminated. Now, each.time a property owner is assessed or makes a payment on an assessment his card must be located and pulled from the file in order to record the assessment or payment. If the records were maintained on a computerized system, none of this work would be necessary. The payment or assess- ment need only be recorded and the computer would apply the information to the customers account automatically. Utility billing and collection reporting is now being done through Anoka County. These functions could also be incorporated into a system so the City would have complete control over all billing and collection records. This way there no longer would be any time lag in receiving data, as is the case with the County. The City Council City of Columbia Heights May 30, 1980 Page 2 INTERNAL CONTROL AND RELATED MATTERS (CONTINUED Data Processing _(C_ontinued) These are some areas where we feel a new data processing system could be of help. Efficiency would be increased greatly and current staff members might have time to take on additional responsibilities. Contract Change Orders All contract change orders should be authorized by Council action. The contractor's name, project and change order amount should be included in the Council minutes. Council should review the procedures for change orders to contracts and the authorization of additional construction work. Proaerty Records The City now maintains a detailed record of all its furniture and equipment based upon the physical inventory of all the city's property by American Appraisals. In an effort to verify the information presented by American Appraisals the City should assign numbers to all the assets listed and tag each asset with the number. At the time tags are being affixed, any additional items found should be noted and also included in the detailed records. Any items that don't belong should.be deleted. Water and sewer utility fixed assets and accumulated depreciation records are also now being maintained by the City. A detailed listing of all water equipment and mains was prepared. However, the detail of the sewer lines was not known at year end, so the amount was estimated. We suggest that a detailed analysis of sewer line costs be prepared in the coming year in order to substitute the estimate and provide a detail to the fixed assets record. Liquor Store Operations Change Fund - Presently, the three liquor store operations share a $10,000 change fund which is shifted from store to store at random. Control would be improved if each store were to have a fixed amount for its change fund. If it is necessary to have a large change fund for only one or two days, it should be redeposited for the remainder of the time and withdrawn only when needed. The liquor stores do not have adequate safeguards for safekeeping large amounts of cash. Cash Registers - Control would be improved if new cash registers were used in all liquor stores. The proper reporting of sales depends on the totals accumulated by the cash registers. If the cash register totals cannot be relied upon as being accurate, this would reflect in inaccurate sales figures. With three stores there should be a consistent format for recording transactions on the cash registers. This cannot be done with the current cash registers. The City Council City of Columbia Heights May 30, 1980 Page 3 INTERNAL CONTROL'AND RELATED MATTERS (CONTINUED) Liquor Store Operations (Continued) Cash Registers (Continued) We suggest the City investigate the purchase of cash registers rather than leasing them. In many cases we have found the rental payments far exceeded the cost. Purchasing on an installment basis would require the same outlay of funds, but the ownership would be the City's. OTHER MATTERS Special Revenue Funds The City maintains a separate fund for CETA. These activities could be accounted for within the General Fund. In 1979 the Civil Defense Fund was closed to the General Fund; consideration should also be given to doing the same with CETA activities. We would be pleased to discuss these suggestions further with you and assist with any changes you may wish to make. We also wish to express our thanks for the courtesy and assistance extended to us during the course of our examination. JGM : gmd Field work completed April 16, 1980. Very truly yours, GEORGE M. HANSEN COMPANY e J. Gregory urphy HE CIT OF COLUM IA HEIGHTS, MINNESOTA NNUAL TINA CIAL KET EAR LNDED 1979 GEA''ERAL PURPOSE FININCIAL STATEMENTS These General Purpose Financial Statements are part of the Comprehensive Annual Financial Report, presenting only aggregate data by fund type and account group, together with notes to the financial statements and constitutes "fair presentation in con- formity with generally accepted accounting principles." It is felt that these General Purpose Financial Statements will be a benefit to users requiring less detailed information about our City's finances. TABLE OF CONTENTS Combined Balance Sheet - All Fund Types and Account Groups Form A Combined Statement of Revenues, Expenditures, and Changes in Fund Balances - All Governmental Fund Types Form A -1 Combined Statement of Revenues, Expenditures, -and Changes in Fund Balances - Budget and Actual - General and Special Revenue Fund Types Form A -2 Combined Balance Sheet - All Proprietary Fund Types Form A -3 Combined Statement of Revenues, Expenses, and Changes in Retained Earnings - All Proprietary Fund Types Form A -4 Combined Statement of Changes in Financial Position - All Proprietary Fund Types Form A -5 Notes to Financial Statements 10-01 Page 10 12 14 16 18 20 22 _A 8 $r i w s COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS December 31, 1979 Fora A ® 6,074 Government fund Types 227,580 275.394 229,220 Account Groups Totals (Memorandum Only) A ASSETS. 20,991 2,672,299 142,200 Special Proprietary Fiduciary General General Decem- Decem- 138,206 132,698 Special General Revenue Debt Service Capital Projects j--- Assess- ments Fund Fund ' Fixed Long -Term ber 31, bar 31, 11,314) Cash S 50,129 $ 12,817 $ 8,165 -- -- $ 5,418 $ 4,184 S 34,067 $(40,627) 0,62 Assets $ - Debt 1979 1978 Cash with fiscal aLl gent 288,308 53,182 $ - $ 74,153 $ 252,677 39 at cost 902,444 110,000 315,000 570,000 367,450 80,000 341,490 167,525 = Receivables Receivables (net of allowances 2,344,894 8.102,490 O for uncollectahles)s 000 Accounts receivable ' Unbilled accounts receivable Special assessments receivable Accrued interest receivable Due from other funds Due from other governmental units Inventory of supplies, at cost Restricted assets. p Cab Cawh with fisral agent Defertrd receivables: '1%sxes receivable Accounts receivable Special assessments receivable Contacts receivable Land Buildings Allowance for depreciation Improvements other than buildings Allowance for depreciation Office furniture and equipment Allowance for depreciation Machinery and equipment Allowance for depreciation = Axnunt available in Debt Service Funds Amovint to be provided for retirement W_ of general long -term debt 1,337 2,115 47,814 346,500 95,700 19,920 276,885 70,018 117,600 411,494 2,122 500 6,074 82,916 227,580 275.394 229,220 10,767 80,785 74,915 43,196 43.1% 20,991 2,672,299 142,200 206,050 17,502 314,307 322,815 138,206 138,206 132,698 (1,642,178) (164) 25,875 25,875 25,862 33,953 312,457 96,544 402,231 (114,125) 4,523,480 (1,642,178) 2,116 (1,462) 416,101 (.293,233) Total Assets $1,368,144 $401,817 122Z,_173 $575,418 656 478 54,561,453 S 83,069 Z �7 CJ M 117,600 176,800 911,135 911,135 1,163,930 57,345,689 51,330,000 $17,029,211 816,561,922 � � ® � ® ® r ® ® ® M ® ® ® ® ® ® M 33,953 35,183 411,494 436,962 312,457 293022 3,055,657 3.154,201 2072►247 2,672,299 3,074,530 3,006,643 (114.125) (103,4691 126,584 4,650,064 4,501,048 (1,642,178) (1,563,751) 618,780 620,896 614,558 (1,462) 11,314) 872,369 1,288,470 1,218,693 (293,233) (268,395) 418,865 418,865 451,070 911,135 911,135 1,163,930 57,345,689 51,330,000 $17,029,211 816,561,922 � � ® � ® ® r ® ® ® M ® ® ® ® ® ® M M. M M= ® = ® ® ® *= = mm n O P C i Z 3C 30 : LIABILITIES AND FUND EQUITY Z Liabilities: r" Accounts payable 9 Contracts payable Accrued liabilities Matured bonds and interest payable Due to other governmental units Du^ to other fLnds Deferred revenue Bonds payable Deposit's Deferred credit Total Liabilities Fund Equity: Contributed capital Investment in general fixed assets Retained earnings Fund balances: Reserve for future interest on bonds Appropriated Unappropriated Total Fund Equity Z Total Liabilities and i Equity P Z a Z n P Z �1 Farm A COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUPS (Continued) December 31, 1979 Government Fund Types Totals Account Groups (Memorandum Only) Special Proprietary Fudiciary General General Decem- Decem- Special Debt Capital Assess- Fund Fund Fixed Long -Term ber 31, ber 31, General Revenue Service Projects ments Type Type Assets Debt 1979 1978 $ 21,581 $ 8,894 $ - $ 1,320 $ - $ 11,400 $ - _ ' 's 69,38 22,318 65,363 87,681 221,783 28,808 2,925 17,499 49,232 27,249 288,308 53,182 25,875 367,365 193,387 25,237 31,519 56,756 58,363 5,729 21,500 317,000 103,700 442,200 206,050 5,729 5,247 105,000 1,330,000 1,435,000 1,865,000 8,511 51,550 60,061 60,011 312,457 312,457 268,358 56,118 33,319 288,308 _ 23,638 549,056 496,168 83,069 - 1,330,000 2,859,676 $2,974,831 3,848,502 - - - 3,848,502 3,718,786 7,345,689 7,345,689 6,989,573 216,763 216,783 267,819 92,517 6,895 6,895 15,360 9,934 102,451 1,219,509 368,498 418,865 551,780 90,593 2,649,245 2,595,553 1;312,026 368,498 418,865 551,780 107,422 4,065,285 - 7,345,689 - 14,169,565 13,587,091 $1,368,144 $401,817 $707,173 $575,418 $656,478 14,561,453 $83,069 $7,345,689 $1,330,000 $17,029,241 $16,561,922 The notes to the financial statements are an integral part of this statement. L COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES FOR THE YEAR ENDED DECEMBER 31, 1979 GENERAL REVENUES: General property taxes $1,044,380 Homestead credit 348,450 Special assessments Licenses and permits 78,164 Fines and forfeitures 49,067 Interest and rents 87,855 Intergovernmental revenues 1,223,277 Charges for services 334,401 Other revenue 17,947 Sale of land Total Revenues 3,183,541 OTHER FINANCING SOURCES: Transfers from other funds 824 Total Revenues and Other Financing Sources 3,184,365 EXPENDITURES: Current: General government 412,095 Public safety 1,096,252 Public works 479,119 Sanitation 255,693 Library 130,172 Parks and recreation 328,852 Other 62,822 Capital outlay Debt service: Principal retirement Interest and fiscal charges Total Expenditures 2,765,005 OTHER USES: Transfers to other funds: 82,657 Total Expenditures and Other Uses 2,847,662 EXCESS OF REVENUES AND OTHER SOURCES OVER (UNDER) EXPENDITURES AND OTHER USES 336,703 FUND BALANCES - JANUARY 1 957,562 EQUITY TRANSFERS IN (OUT) 17,761 FUND BALANCES - DECEMBER 31 $1,312,026 The notes to the financial statement are an intergral part of this statement. CITY OF COLUMBIA .NEI6MTS, MINNESOTA 12 SPECIAL REVENUE 15,090 524,357 19,892 559,339 72,190 631,529 119,170 142,364 128,331 389,865 170,386 560,251 71,278' 308,938 (17,761) $ 362,455 ANNUAL FINANCIAL REPORT Form A -1 I CITY OF COLUMBIA HEIGHTS, MINNESOTA 13 ANNUAL FINANCIAL REPORT TOTALS DEBT CAPITAL SPECIAL (MEMORANDUM ONLY) SERVICE PROJECTS ASSESSMENT 1979 1978 $ 245,734 $ - $ - $1,290,114 $1,207,660 348,450 363,143 168,484 168,484 281,044 78,164 76,870 49,067 38,191 26,976 49,265 40,441 219,627 168,463 1,747,634 1,717,109 354,293 312,068 12,921 22,919 53,787 214,137 382,673 272,710 62,186 231,844 4,309,620 4,761,358 45,000 3,852 184,122 305,988 491,976 317,710 66,038 415,966 4,615,608 5,253,334 531,265 665,731 1,096,252 977,265 479,119 488,555 255,693 246,957 130,172 117,414 471,216 446,378 64,130 126,952 184,037 118,736 524,672 771,739 1,056,487 285,000 285,000 285,000 64,092 143 64,235 74,741 349,092 118,736 588,945 4,211,643 4,542,565 823 253,866 359,003 349,915 118,736 588,945 4,465,509 4,901,568 (32,205) (52,698) (172,979) 150,099 351,766 451,070 604,478 273,506 2,595,554 2,245,373 (1,585) $ 418,865 $ 551,780 $ 100,527 $2,745,653 $2,595,554 I CITY OF COLUMBIA HEIGHTS, MINNESOTA 13 ANNUAL FINANCIAL REPORT COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL - GENERAL AND SPECIAL REVENUE FUND TYPES FOR THE YEAR ENDED DECEMBER 31, 1979 The notes to the financial statement are an integral part of this statement. [CITY OF COLUMBIA NEIGNTS, MINNESOTA 14 ANNUAL FINANCIAL REPORT GENERAL FUND Variance Budget Actual Over (Under REVENUES: General property taxes $1,048,378 $1,044,380 $ (3,998) Homestead credit 348,450 348,450 Licenses and permits 56,150 78,164 22,014 Fines and forfeitures 41,200 49,067 7,867 Interest and rents 34,900 87,855 52,955 Intergovernmental revenue 1,211,022 1,223,277 12,255 Charges for services 329,380 334,401 5,021 Other Revenue 16,525 17,947 1,422 Total Revenues 3,086,005 3,183,541 97,536 OTHER FINANCING SOURCES: Transfers from Other Funds 824 824 Total Revenues and other Financing sources 3,086,005 3,184,365 98,360 EXPENDITURES: General government 4361275 412,095 (24,180) Public safety 1,143,300 1,096,252 (47,048) Public works 528,645 479,119 (49,526) Sanitation 256,160 255,693 (467) Library 132,330 130,172 (2,158) Parks and recreation 325,585 328,852 3,267 Other 173,443 62,822 (110,621) Capital outlay Total Expenditures 2,995,738 2,765,005 (230,733) OTHER USES: Transfers to other funds 83,047 82,657 (390) Total Expenditures and Other Uses 3,078,785 2,847,662 (231,123) EXCESS OF REVENUES OVER (UNDER) EXPENDITURES AND OTHER USES 7,220 336,703 329,483 FUND BALANCES - JANUARY 1 957,562 957,562 EQUITY TRANSFERS IN (OUT) 17,761 17,761 FUND BALANCES - DECEMBER 31 $ 964,782 $1,312,026 $ 347,244 The notes to the financial statement are an integral part of this statement. [CITY OF COLUMBIA NEIGNTS, MINNESOTA 14 ANNUAL FINANCIAL REPORT SPECIAL REVENUE FUNDS Variance Budget Actual Over (Under) 9,000 15,090 407,390 524,357 15,900 19,892 432,290 559,339 70,890 72,190 503,180 631,529 10,000 119,170 159,195 142,364 178,100 128,331 347,295 389,865 129,000 170,386 476,295 560,251 26,885 71,278 308,938 308,938 (17,761) $335,823 $362,455 6,090 116,967 3,992 127,049 1,300 128,349 Form A -2 TOTALS (MEMORANDUM ONLY) 109,170 446,275 Variance Budget Actual Over (Under) $1,048,378 $1,044,380 $ (3,998) 348,450 348,450 (49,526) 56,150 78,164 22,014 41,200 49,067 7,867 43,900 102,945 59,045 1,618,412 1,747,634 129,222 345,280 354,293 9,013 16,525 17,947 1,422 3,518,295 3,742,880 224,585 70,890 73,014 2,124 3,589,185 3,815,894 226,709 109,170 446,275 531,265 84,990 1,143,300 1,096,252 (47,048) 528,645 479,119 (49,526) 256,160 255,693 (467) 132,330 130,172 (2,158) (16,831) 484,780 471,216 (13,564) 173,443 62,822 (110,621) (49,769) 178,100 128,331 (49,769) 42,570 3,343,033 3,154,870 (188,163) 41,386 212,047 253,043 40,996 83,956 3,555,080 3,407,913 (147,167) 44,393 34,105 407,981 373,876 1,266,500 1,266,500 (17,761) $ 26,632 $1,300,605 $1,674,481 $ 373,876 LCITX OF COLUMBIA HEIGHTS, MINNESOTA 15 ANNUAL FINANCIAL REPORT .s -= $ 11,242 r�+ Form A -3 Current Assets: COMBINED BALANCE SHEET - ALL PROPRIETARY FUND TYPES $ 12,392 Investments at cost December 31, 1979 t Receivables (net of allowances 987 A 2,122 Internal Totals r° Enterprise Service (Memorandum Only) 3 Water Sewer Central 92,768 W s Liquor Utility Utility Garage December 31, December 31, ASSETS Fund Fund Fund Fund 1979 1978 $ 3,840 $ 11,242 r�+ $ 34,067 Current Assets: 100,000 Cash $ 12,392 Investments at cost 260,000 t Receivables (net of allowances 987 z for uncollectables): 2,122 UW w Accounts receivable 1,016 o Unbilled accounts receivable 741 Special assessments receivable 229,220 Due from other governmental units 171,263 Inventory of supplies, at cost 92,768 Restricted assets: 2,521,539 Cash 64,653 h, a' Cash with fiscal agent 38,445 Total Current Assets 366,176 Deferred Receivables: 138,206 Accounts receivable - Contracts receivable 29,814 Total Deferred Receivables - Fixed Assets: $ 2,041,673 Land 16,735 Buildings 169,390 c Improvements other than buildings 63,289 r° Office furniture and equipment 1,375 Machinery and equipment 74,290 a 33,953 35,183 Total 325,079 312,457 293,722 Less: Allowance for depreciation 172,460 ■� �i Net Fixed Assets 152,619 Total Assets $ 518,795 $ 3,840 $ 11,242 $ 6,593 $ 34,067 $ 39,033 100,000 7,450 367,450 272,450 100 987 19 2,122 3,018 144,295 83,285 741 227,580 229,220 10,767 171,263 63,912 10,767 8,773 2,521,539 17,502 64,653 17,502 38,445 2,467 956,404 42,971 138,206 132,698 1,634,244 1,574,797 29,814 3,391,474 (364) 25,875 $ 2,041,673 $ 79,397 25,875 25,862 287,344 120,466 49,583 823,569 749,135 - 33,953 - 33,953 35,183 312,457 312,457 293,722 346,410 - 346,410 328,905 45,223 36,586 - 98,544 98,544 208,787 24,054 402,231 402,231 2,160,893 2,299,298 4,523,480 4,418,767 741 2,116 1,956 106,636 171,263 63,912 416,101 412,318 2,521,539 2,531,201 64,653 5,442,472 5,333,816 887,295 956,404 34,839 2,050,998 1,936,927 1,634,244 1,574,797 29,814 3,391,474 3,396,889 $ 1,921,588 $ 2,041,673 $ 79,397 $ 4,561,453 $ 4,474,929 M M M ® ® M ®® M M M M m' M r M M M. COMBINED BALANCE SHEET - ALL PROPRIETARY FUND TYPES (Continued) O O December 31, 1979 r C Sewer Utility 3 Fund Fund 00 2,204 17,499 s 25,875 25,875 25,862 25,237 LIABILITIES AND FUND EQUITY Liquor x 25,000 Fund 1 8,000 25,237 62,450 �^ Current Liabilities: 47,428 14,562 Accounts payable $ 5,314 re Accrued liabilities 7,234 z r" Payable from restricted assets: 41,250 Matured bonds and interest s General obligation bonds Due to other governmental units 51,700 41,250 Due to other funds - 353,707 Total Current Liabilities 12,548 1,886,315 94,653 3,848,502 3,718,786 (55,119) (204,527) (.29,818) Other Liabilities: 267,819 1,812,415 Deferred credit _ 4,065,285 Reserve for general debt service Due to other funds Total Other Liabilities - :1 z c a r s z s z n Jim r- O �v Fund Equity: Contributions _ Retained earnings (Deficit) 506,247 Total Fund Equity 506,247 Total Liabilities and Enterprise Water Sewer Utility Utility Fund Fund Form A-3 Internal Totals Service (Memorandum Only) Garage December 31, December 31, Fund 1979 1978 $ 1,370 $ 358 $ 4,358 $ 11,400 $ 45,439 4,991 3,070 2,204 17,499 11,859 25,875 25,875 25,862 25,237 25,000 10,450 44;000 8,000 25,237 62,450 22,256 37,850 67,923 47,428 14,562 142,461 168,266 - 312,457 - 312,457 293,722 41,250 (25,364) 41,250 51,700 41,250 312,457 - 353,707 320,058 1,867,534 1,886,315 94,653 3,848,502 3,718,786 (55,119) (204,527) (.29,818) 216,783 267,819 1,812,415 1,681,788 64,835 4,065,285 3,986,605 Fund Equity $ 518,795 $ 1,921,588 The notes to the financial statements are an integral part of this statement. $ 2,041,673 L79.397 $ 4,561,453 $ 4,474,929 COMBINED STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS - ALL PROPRIETARY FUNDS TYPES FOR THE YEAR ENDED DECEMBER 31, 1979 OPERATING REVENUES: Sales Cost of sales Gross Profit OPERATING EXPENSES: Personal services Other services and charges Supplies Source of supply /Disposal charges Total Operating Expenses OPERATING INCOME BEFORE DEPRECIATION DEPRECIATION OPERATING INCOME (LOSS) OTHER INCOME (EXPENSE): Interest income Interest expense Other income (expense) - net Total Other Income (Expense) Net Income (Loss) Transfers to other funds Reclassify reserve RETAINED EARNINGS (DEFICIT) AT BEGINNING OF YEAR RETAINED EARNINGS (DEFICIT) AT END OF YEAR The notes to the financial statements are an integral part of this statement. l CITY OF COLUMBIA NEIGNTS, MINNESOTA 18 LIQUOR $ 1,220,567 800,721 419.846 251,052 78,842 9,811 339,705 80,141 8,940 71,201 21,270 7,875 29,145 100,346 405,901 $ 506,247 WATER $ 483,861 483,861 128,914 38,378 18,200 288,872 474,364 9,497 43,437 (33,940) 10,652 (2,351) 1,864 10,165 (23,775) (40, 909) 18,405 (8,840) $ (55,119) ANNUAL FINANCIAL REPORT 1 F 1 1 1 1 1 I 1 1 1 1 1 1 1 1 1 1 1 FPxm A -4 I CITY OF COLUMBIA NEIGNTS, MINNESOTA 19 ANNUAL FINANCIAL REPORT TOTALS CENTRAL (MEMORANDUM ONLY) SEWER GARAGE 1979 1978 $ 490,349 $ 115,767 $ 2,310,544 $ 2,149,300 800,721 692,060 490,349 115,767 1,509,823 1,457,240 104,945 71,783 556,694 525,900 47,018 31,628 195,866 162,466 18,293 7,817 54,121 57,673 320,003 608,875 542,050 490,259 111,228 1,415,556 1,288,089 90 4,539 94,267 169,151 58,960 41894 116,231 116,760 (58,870). (355) (21,964) 52,391 14,360 46,282 27,265 (1,710) (4,061) (1,971) 2,234 291 12,264 28,329 14,884 291 54,485 53,623 (43,986) (64) 32,521 106,014 (33,269) (74,178) (137,848) 18,405 214,609 (127,272) (291754) 240,035 57,260 $ (204,527) $ (29,818) $ 216,783 $ 240,035 I CITY OF COLUMBIA NEIGNTS, MINNESOTA 19 ANNUAL FINANCIAL REPORT COMBINED STATEMENT OF CHANGES IN FINANCIAL POSITION ALL PROPRIETARY FUND TYPES FOR THE YEAR ENDED DECEMBER 31, 1979 (-CITY OF COLUMBIA HEIGHTS, MINNESOTA 20 ANNUAL FINANCIAL REPORT LIQUOR WATER SOURCES OF WORKING CAPITAL: Operations: Net income (loss) $ 100,346 $ (23,775) Items not requiring (providing) working capital: Depreciation 8,940 43,437 Loss- disposal fixed assets 345 Contributions Working Capital Provided by Operations 109,631 19,662 Decrease in long term contract receivable Increase in deferred credit - revaluation MWCC Decrease in deferred receivable- reserve capacity Water tower sur -tax 18,405 Total Sources of Working Capital 109,631 38,067 USES OF WORKING CAPITAL: Additions to property and equipment -net 4,869 1,354 Reduction of due to other funds 10,450 Decrease deferred credit - revaluation gain Increase long -term contract receivable MWCC Transfers to other funds 40,909 Total Uses of Working Capital 4,869 52,713 INCREASE (DECREASE) IN WORKING CAPITAL $ 104,762 $ (14,646) ELEMENTS OF NET INCREASE (DECREASE) IN WORKING CAPITAL: Cash $ (13,016) $ (6,491) Accounts receivable (1,657) (6,152) Investments 90,000 5,000 Inventory (6,868) (1,155) Prepaid expense Accounts payable 36,303 (4,748) Due to other funds (11100) Due from /to Metro Waste Control Commission Net Increase (Decrease) in Working Capital S 104,762 $ (14,646) The notes to the financial statements are an integral part of this statement. (-CITY OF COLUMBIA HEIGHTS, MINNESOTA 20 ANNUAL FINANCIAL REPORT Form A -5 TOTALS CENTRAL (MEMORANDUM ONLY) SEWER GARAGE 1979 1978 $ (43,986) $ (64) $ 32,521 $ 106,014 58,960 4,894 116,231 116,760 345 2,088 2,088 8,000 14,974 6,918 151,185 230,774 9,398 9,398 13,351 28,133 28,133 1,230 1,230 3,219 18,405 48,602 53,735 6,918 208,351 295,946 6,275 2,088 14,586 74,651 10,450 9,350 9,398 9,398 13,351 28,133 28,133 30,000 70,909 68,764 73,806 2,088 133,476 166,116 $ (20,071) $ 4,830 $ 74,875 $ 129,830 $ 10,927 $ 3,615 $ (4,965) $ 27,332 7,356 (89) (542) 17,386 95,000 74,000 13,530 5,507 1,250 (549) (11911) (4,226) 25,418 93 (15,500) (8,000) (24,600) (32,900) (20,943) (20,943) 43,218 $ (20,071) $ 4,830 $ 74,875 $ 129,830 CITY OF COLUMBIA HEIGHTS, MINNESOTA 21 ANNUAL FINANCIAL REPORT NOTES TO FINANCIAL STATEMENTS December 31, 1979 Note 1 SUMMARY OF SIGNIFICANT ACCOUNT POLICIES Basis of Accounting. The General Fund, Special Revenue Funds, and Debt Service Funds are maintained on the modified accrual basis of accounting. All other funds use the accrual basis of accounting. Under the modified accrual basis of accounting, transactions are recorded in the following manner: A. Revenues are recognized at the time cash is, or normally should be, received or when susceptible to accrual (measur- able and available), although not yet received in cash. Substantially all sources of revenue are accrued, except interest on special assessments receivable, which is recog- nized when due. B. Expenditures are recognized when a liability is incurred, except for interest on long -term debt which is recognized when due. Budgetary Accounting. Section 62 of the City Charter requires an annual budget. Budget revisions are authorized by the City Council in accordance with the city charter at the request of the City Manager. The accompanying statements of revenue and expenditures compared with budget estimates reflect these re- visions, if any. All appropriations lapse at the end of the budget year to the extent that they have not been expended or lawfully encumbered. Pooled Cash and Investments. The funds of the city are pooled into official depositories not identified with any particular fund. Idle funds not needed for current operations are invested from, and accounted for, in the Investment Trust Fund through a cash overdraft account. Investments are stated at amortized cost, which approximates market. The city distributes investment earnings according to the policies established in 1974 when the Investment Trust Fund was established. Interest earnings from these investments are allocated to all funds of the city except Capital Project funds and certain trust and agency funds on the basis of the average cash balances during the year. Investment principal at December 31, at amortized cost, is also allocated to the individual funds. The allocation of interest earnings at December 31, includes accrued interest receivable, which results in a cash overdraft in the fund of a like amount. CITY OF COLUMBIA NEIONTS, MINNESOTA 22 ANNUAL FINANCIAL REPORT NOTES TO FINANCIAL STATEMENTS (CONTINUED) Receivables. Current taxes are accrued with an allowance for uncollectible amounts equal to 2 %. At year end actual uncol- lected current taxes are transferred to delinquent taxes and an offsetting adjustment is made to the uncollectible amounts. Delinquent taxes are recognized as revenue when received in cash. All other receivables have historically never been in default, and therefore, no allowance has been provided. Sales and income are recognized at various times: Liquor sales are recognized at the time of sale; utility sales are recognized when billed with an accrual at year end for unbilled services; Miscellaneous accounts receivable are recognized when billed. The Minicipal Liquor Fund received a $7,859 settlement from a class action liquor anti -trust case which was settled in late 1974. The city's portion is to be received in,five equal pay- ments over the years 1975 through 1979 and are to be paid on or before December 31 of each year. The balance sheet, Form G, reflects a receivable of $774 due as of December 31, 1979. Inventories. Inventories are stated at an average cost for Liquor and on a FIFO basis for Water and Central Garage. Fixed Assets and Depreciation. Additions to fixed assets in Governmental Funds are recorded as an expenditure of the applic- able fund in the year in which the asset is purchased, and are capitalized at cost in the General Fixed Asset Account Group. Depreciation is not recorded on these assets. Fixed assets of the Proprietary Funds are recorded at cost. Depreciation is provided on the straight -line method. The following table,summarizes depreciable lives by type of property: Year Buildings 40 -50 Mains and lines 50 -100 Structures 5 -20 Equipment 5 -20 Fixed assets are recorded on a historical cost basis using actual cost for all assets except buildings and equipment for which a cost was developed from a 1979 appraisal. Certain "improvements other than buildings" have been excluded from our General Fixed Assets. These assets included such items as roads, bridges, curbs and gutters, sidewalks and drainage systems which are immovable and have value.only to the City. Taxes. The county remits tax collections in a manner that ident- ifies each fund which levied the taxes except the debt service levy. A prorated basis determined by the ratio of each debt service levy to the total debt service levy is used to allocate the current and the delinquent taxes received. CITY Of COLUMBIA REICHTS, MINNESOTA 23 ANNUAL FINANCIAL REPORT 1 NOTES TO FINANCIAL STATEMENTS (CONTINUED) Note 2 METROPOLITAN WASTE CONTROL COMMISSION A. Interceptor Acquisition Contract. As of January 1, 1971, the Metropolitan Waste Control Commission (MWCC) assumed ownership of all existing interceptors and treatment works. Under the terms of the agreement with the MWCC, the City is to be reimbursed for the value at the time of transfer of such facilities. The current value receivable represents the value of the facilities acquired by the MWCC, and was determined to be $400,533 at the date of takeover by the MWCC. This amount is being amortized through credits received against annual sewer service billings from the MWCC over a thirty -year period with interest at 4 %. Prior to 1979 the City received credits against MWCC billings totaling $178,176, of which $78,678 was treated as a reduction of principal. During 1979 the City received a credit of $22,272, of which $9,398 was a reduction of principal. As of December 31, 1979, a balance of $312,457 remained to be collected over the next twenty -one years. B. Reserve Capacity. The City was required to advance funds to the MWCC for deferments of reserve capacity costs granted to other communities. The balance of this receivable from the MWCC at December 31, 1979 was $33,953 and is collectible over the next eleven years. During 1979, the City received $2,356 related to this receivable, of which $1,230 represent- ed a reduction of principal. Note 3 APPROPRIATED OR RESERVED FUND EQUITY Fund equity in the various funds have been appropriated or re- served for the following purposes: General Fund: 1980 Budget $92,517 Recreation and Community Services Fund: 1980 Budget $19,700 Note 4 GENERAL FIXED ASSETS Changes in the General Fixed Assets Group of Accounts during 1979 were as follows; Balance Balance Jan 1, 1979 Additions Retirements Dec: 31, 1979 Land $2,873,703 $ 181,954 Buildings and structures 2,686,693 112,190 Furniture, Fixtures and office equipment 612,602 6,178 Machinery and equipment 816,575 55,794 Total $5,989,573 $ 356,116 CITY OF COLUMBIA MEIGRTS, MINNESOTA 24 $ - $ 3,055,657 2,798,883 618,780 872,369 $ _ $ 7,345,689 ANNUAL FINANCIAL REPORT Note 5 Note 6 NOTES TO FINANCIAL STATEMENTS (CONTINUED) LONG -TERM DEBT ' The long term debt obligations outstanding at year -end are summarized as follows: Interest December 31, Bonds Maturities Rates 1979 General bonds 1980 - 1984 3.50 -4.60% $1,330,000 Special Assessment bonds 1980 - 1982 4.10 -4.30% $ 105,000 Changes in bonds payable during 1979 are summarized as follows: Balance Balance. Jan 1, 1979 Retired December 31, 1979 General bonds $1,640,000 $310,000 $ 1,330,000 Special Assessment bonds 225,000 120,000 105,000 Total $1,865,000 $430,000 $ 1,435,000 City Special Assessment Bonds are backed by the full faith, credit and taxing power of the City, and are carried as debt of the Special Assessment Funds. All ad valorem levies for the permanent Improvement Revolving Fund Bond issue has been cancelled to date, and sufficient cash has been transferred from the P.I.R. Fund which collects all special assessments. Approximately 20% of the ad valorem levies for the remaining three General obligation issues were cancelled in 1979 because of cash transfers from utility funds, City of Hilltop agreement payment, interest earnings and /or sufficient sinking fund balances. VACATION AND SICK PAY The City compensates all employees upon termination for unused vacation up to a maximum based upon length of service. The expense for vacation pay is recognized when payment is made. The accumulated liability for unpaid vacation benefits at December 31, 1979 was approximately $82,848 (9912 hours). City employees are entitled to sick leave at the rate of eight (8) hours for each calendar month of full -time service. Sick pay is expensed as paid. In addition, there is a contingent liability for unused sick leave earned, approximately $344,268 (39,200) hours which would be payable in the event sickness ocurred or upon termination, 1/3 of earned sick leave (maximum 40 days) would be paid. Certain job classifications would be entitled the 1/4 payment of earned sick leave only if term- ination was for the reasons of retirement or death. Additionally, after an employee has accumulated the maximum of 120 days, 1/2 of the excess sick leave earned shall be granted as addition- al vacation leave at the end of each year. These liabilities are stated at the 1979 rate of pay and are not recorded as liabilities in the individual fund balance sheets. CITY W EnLHUBla OrldUTS NINNESOTA 2 5 ANNUAL FINANCIAL REPORT J n I 1 u n 0 0 F1 1 u n I NOTES TO FINANCIAL STATEMENTS (CONTINUED) Note 7 RETIREMENT PLANS The Columbia Heights Police Relief Association provides a pension plan for all sworn police officers hired prior to June 15, 1972. The Columbia Heights Fire Department Relief Association provides a pension plan for all regular fire fighters hired prior to December 31, 1974 and all volunteer firefighters. All public safety employees hired after aforementioned dates, under Minn. Stat. chapter 374. are covered by Public Employees, Police and Fire Fund (a special fund of the Public Employees Retirement Association (PERA). By agreement the Fire Relief Association was split into two divisions - paid and volunteers as of January 1, 1978. The City levies annually and applies state aid for pension contributions to the associations. In 1979 the amounts were: Levy State -Aid Total Police Relief (9) $ 78,500 $ 36,571 $ 115,071 Fire Relief - Paid (7) 23,311 23,689 47,000 Fire Relief - Volunteer (20) 7,004 7,004 $101,811 $ 67,264 $ 169,075 The pension levy meets the minimum requirements of the Police and Firemen's Relief Association Guidelines Act of 1969, which became effective July 1, 1971 and which required that contribu- tions shall cover the normal cost plus interest at 5% of the unfunded liability. In accordance with the Police and Firemen's Relief Associations Guidelines Act of 1969 as amended by Laws of Minnesota 1978, Chapter 563, and 1978 levy payable in 1979 includes an amount for the amortization of the unfunded pension liability by the year 2005. In prior years_, as allowed by State law, contributions did not provide for the amortization of the unfunded liability. The following schedule of accrued liabilities was obtained from the latest acturial surveys dated December 31, 1978: Funded (Unfunded) Funded Accrued Accrued Reserves Liability Liability Police Relief $704,989 $2,136,394 $(1,431,405) Fire Relief - Paid 413,519 1,169,353 ( 755,834) Fire Relief - Volunteer 379,886 216,101 163,785 The City participates in a contributory pension plan under the Public Employees Retirement Association (PERA), Minn. Stat. Chapter 353, which covers substantially all employees except those quali- fying as temporary or seasonal employees or those public safety police and fire personnel covered by the relief associations. The City's contribution for the coordinated plan (PERA and Social Security) to PERA is equal to 5..5% of the total salary of each .CITY OF COLUMBIA NEIGHTS, MINNESOTA 26 JLNNUAL FINANCIAL REPORT NOTES TO FINANCIAL STATEMENTS (CONTINUED) individual (Employee share 4 %). For the basic plan, the City's contribution is equal to 10.5% of each individual's salary (Employee share 8 %). The pension cost including amortization of estimated prior service cost was $118,575 for the period ended December 31, 1979. It is state law that the City fund this pension cost as it accrues. Prior service cost is being amortized, over a period of 40 years with full funding required by the year 1997, as a percent of gross wages by all employers participating in the state association. The amount of unfunded prior service cost attributable to individual reporting entities is not deter- minable. The City's contribution to the Federal Insurance Corporation of America (Social Security) for those individuals belonging to the coordinated plan is equal to 6.13% of the first $22,900 in 1979 or a total of $51,918. Note 8 CLAIMS AND LITIGATION The City had the usual and customary types of miscellaneous claims pending at year -end, mostly of a minor nature and usually all covered by insurance carried for that purpose. I CITY OF COLUMBIA RIGHTS, MINNESOTA 27 ANNUAL FINANCIAL REPORT JUN 2 1980 GEORGE M. HANS EN COMPANY MANAGER City Of Certified Public Accountants Columbia Heights 175 SOUTH PLAZA BUILDING WAYZATA BOULEVARD AT HIGHWAY 100 MINNEAPOLIS, MINNESOTA 55416 546.2566 May 30, 1980 The City Council City of Columbia Heights 590 40th Avenue N. E. Columbia Heights, Minnesota 55421 Gentlemen: During the course of our examination, we make certain observations which we feel will be of interest to you. These observations, of course, refer only to those areas to which our audit work extended. It is our responsibility to comment on the internal control of operations. Internal control is defined as the segregation of duties so that no one employee has complete control over an entire transaction. Good internal control suggests that the work of one employee becomes an automatic check on the work of another employee. The comments which follow are not criticisms of the present system, but rather suggestions for improvement based upon both our experience and our observations of similar.situations Ln other governmental entities. INTERNAL CONTROL AND RELATED MATTERS Data Processing We strongly suggest that the City look into a new data processing system in the City's operations. With the present system considerable time and effort are being expended needlessly due to the manual work required. There are also instances where work is duplicated under the present system. An example of this is in the recording of disbursements. All checks are typed and recorded on a listing for the Council, and then the same information is recorded on the City's financial record. Both of these functions should be done at the same time. Special assessment records could be set up on the new system, and the present card system could be eliminated. Now, each time a property owner is assessed or makes a payment on an assessment his card must be located and pulled from the file in order to record the assessment or payment. If the records were maintained on a computerized system, none of this work would be necessary. The payment or assess- ment need only be recorded and the computer would apply the information to the customers account automatically. Utility billing and collection reporting is now being done through Anoka County. These functions could also be incorporated into a system so the City would have complete control over all billing and collection records. This way there no longer would be any time lag in receiving data, as is the case with the County. The City Council City of Columbia Heights May 30, 1980 Page Z 0 INTERNAL CONTROL AND RELATED MATTERS (CONTINUED) Data Processing (Continued) These are some areas where we feel a new data processing system could be of help. Efficiency would be increased greatly and current staff members might have time to take on additional responsibilities. Contract Change Orders All contract change orders should be authorized by Council action. The contractor's name, project and change order amount should be included in the Council minutes. Council should review the procedures for change orders to contracts and the authorization of additional construction work. Property Records The City now maintains a detailed record of all its furniture and equipment based upon the physical inventory of all the city's property by American Appraisals. In an effort to verify the information presented by American Appraisals the City should assign numbers to all the assets listed and tag each asset with the number. At the time tags are being affixed, any additional items found should be noted and also included in the detailed records. Any items that don't belong should be deleted. Water and sewer utility fixed assets and accumulated depreciation records are also now being maintained by the City. A detailed listing of all water equipment and mains was prepared. However, the detail of the sewer lines was not known at year end, so the amount was estimated. We suggest that a detailed analysis of sewer line costs be prepared in the coming year in order to substitute the estimate and provide a detail to the fixed assets record. Liquor Store Operations Change Fund - Presently, the three liquor store operations share a $10,000 change fund which is shifted from store to store at random. Control would be improved if each store were to have a fixed amount for its change fund. If it is necessary to have a large change fund for only one or two days, it should be redeposited for the remainder of the time and withdrawn only when needed. The liquor stores do not have adequate safeguards for safekeeping large amounts of cash. Cash Registers - Control would be improved if new cash registers were used in all liquor stores. The proper reporting of sales depends on the totals accumulated by the cash registers. If the cash register totals cannot be relied upon as being accurate, this would reflect in inaccurate sales figures. With three stores there should be a consistent format for recording transactions on the cash registers. This cannot be done with the current cash registers. The City Council City of Columbia Heights May 30, 1980 Page 3 INTERNAL CONTROL AND RELATED MATTERS (CONTINUED) Liquor Store Operations (Continued) Cash Registers (Continued) We suggest the City investigate the purchase of cash registers rather than leasing them. In many cases we have found the rental payments far exceeded the cost. Purchasing on an installment basis would require the same outlay of funds, but the ownership would be the City's. OTHER MATTERS Special Revenue Funds The City maintains a separate fund for CETA. These activities could be accounted for within the General Fund. In 1979 the Civil Defense Fund was closed to the General Fund; consideration should also be given to doing the same with CETA activities. We would be pleased to discuss these suggestions further with you and assist with any changes you may wish to make. We also wish to express our thanks for the courtesy and assistance extended to us during the course of our examination. J@1: gmd Field work completed April 16, 1980. Very truly yours, /GEORGE M. HANSEN COMPANY Y ' Zi - Gregory urphy f 1 1 1 1 1 1 1 1 1 1 1 1 1, �I 1 1 1 HE CITX OF COLUM IA HEIGHTS, MINNESOTA NNUA t'INABCIAL KEP RT EAR kNDED dJECEMBER 1, 1979 GBERAL FUND The Home Rule Charter of the City of Columbia Heights provides in Section 69 Subdivision (c): "A General Fund for the support of such other funds and for the payment of such expenses of the city as the council may deem proper. Into this fund shall be paid all moneys not herein provided to paid (sic) into any other fund." TABLE OF CONTENTS Page Balance Sheet Form B 28 Statement of Revenues, Expenditures and Changes in Fund Balance Form B -1 29 Schedule of Revenue - Budget and Actual Form B -2 30 Schedule of Expenditures and Encumbrances - Budget and Actual Form B -3 32 The notes to the financial statements are an integral part of these statements. . C ra6 4ll ; GENERAL FUND BALANCE SHEET December 31, 1979 and 1978 Fund Balance: Appropriated $ 92,517 $ - Unappropriated 1,219,509 957,562 Total Fund Balance -- Form B -1 $ 1,312,026 $ 957,562 Total Liabilities, Reserves and Fund Balance $ 1,368,144 $ 1,000,449 The notes to the financial statements are an integral part of this statTent. CIrV IMF CnIIIYRIl YCI!lYTC 0I1tYIMMI 28 ANNIJIL FININCIA1 DFPART 1979 1978 ASSETS Current Assets: Cash: Treasurer's balance $ 49,054 $ 81,703 Imprest cash and change funds 1,075 1,075 Total Cash $ 50,129' $ 82,778 Investments (at cost) 902,444 853,040 Taxes receivable — delinquent 30,749 62,065 Less: Allowance for uncollectible taxes (30,749) (62,065) Accounts receivable: Unbilled Services 47,814 47,698 Other 1,337 .16, 933 Due from other funds 346,500 Due from other governmental units 19,920 Total Assets $ 1,368,144 $ 1,000,449 LIABILI'T'IES, RESERVES AND FUND BALANCE Current Liabilities: Accounts payable $ 21,581 $ 16,892 Accrued salaries payable 18,705 13,278 Accrued social security/P.E.R.A. payable 10,103 5,878 Contracts payable 1,592 Revenues collected in advance 5,729 5,247 Total Current Liabilities $ 56,118 $ 42,887 Fund Balance: Appropriated $ 92,517 $ - Unappropriated 1,219,509 957,562 Total Fund Balance -- Form B -1 $ 1,312,026 $ 957,562 Total Liabilities, Reserves and Fund Balance $ 1,368,144 $ 1,000,449 The notes to the financial statements are an integral part of this statTent. CIrV IMF CnIIIYRIl YCI!lYTC 0I1tYIMMI 28 ANNIJIL FININCIA1 DFPART 1 1 I 1 1 v 0 STAT 4M OF REVENUES, E CMZIZURES, AND CHANCES IN FUND BALANCE For the Years Ended December 31, 1979 and 1978 1979 Variance Favorable Budget Actual (Unfavorable) Revenues: Taxes $ 1,048,378 $ 1,044,380 Licenses and pexmits 56,150 78,164 Fines and forefeitures 41,200 49,067 Intergoverrmental revenues 1,559,472 1,571,727 Charges for current services 329,380 334,401 Miscellaneous 51,425 105,802 Total Revenues $ 3,086,005 $ 3,183,541 Other financing sources Transfers fram other funds 824 Total Revenues and Other Sources $ 3,086,005 $ 3,184,365 Expenditures and encunbrances: General Government $ 436,275 $ 412,095 Public safety 1,143,300 1,096,252 Public works 528,645 479,119 Sanitation 256,160 255,693 Library 132,330 130,172 Parks 325,585 328,852 Other 173,443 62,822 Total Expend tures� $ 2,995,738 $ 2,765,005 Other Financial Uses: Transfers to other funds 83,047 82,657 Total Expenditures and, Other Uses $ 3,078,785 $ 2,847,662 Excess of Revenues and other Sources over (under) Expenditures and Other Uses $ Fund Balance, January 1 Transfer to close civil 7,220 $ 336,703 957,562 957,562 Defense Fund 17,761 Fund Balance, December 31 $ 964,782 $ 1,312,026 The notes to the financial statements are an integral part of this statement. CITY OF COLUMBIA NEICHTS, MINNESOTA 29 Form B -1 1978 Actual $ (3,998) $ 941,319 22,014 76,870 7,867 38,191 12,255 1,392,296 5,021 301,971 54,377 109,624 $ 97,536 $ 2,860,271 824 373 $ 98,360 $ 2,860,644 $ 24,180 $ 365,065 47,048 977,265 49,526 488,555 467 246,957 2,158 117,414 (3,267) 312,206 110,621 25,627 $ 230,733 $ 2,533,089 390 233,821 $ 231,123 $ 2,766,910 $ 329,483 $ 93,734 863,828 17,761 $ 347,244 $ 957,562 ANNUAL FINANCIAL REPORT GENERAL FUND SCHEDULE OF REVENUES - BUDGET AND ACTUAL For the Year Ended December 31, 1979 General Property Taxes: Current ad valorem Delinquent ad valorem Penalties and interest Forfeited tax sale apportionments Total Licenses and Permits: Business regulatory licenses Non - Business licenses and permits Total Fines and Forfeitures: Court fines Other Total Revenue from Use of honey and Property: Interest earnings -- Investment Trust Fund Rents Interest -- Certify Special Assessments Total Revenue from Other Agencies: Shared State Taxes: Local government aid Property tax relief (Homestead) Fire insurance state aid Municipal state aid - Maintenance Attached machinery aid State grant -- Shade tree aid Other Anoka County: Street maintenance County court parking lot Federal Aid: Civil defense reimbursement Total CITY OF COLUMBIA HEIGHTS, MINNESOTA Budget Actual Revenue Revenue $ 1,045,378 $ 1,023,721 17,329 3,000 3,330 $ 1,048,378 $ 1,044,380 $ 18,250 $ 32,127 37,900 46,037 $ 56,150 $ 78,164 $ 1,200 $ 1,553 40,000 47,514 $ 41,200 $ 49,067 $ 20,000 $ 69,313 14,900 18,433 $ 34,900 $ 87,855 $ 1,143,302 $ 1,143,302 348,450 348,450 23,689 15,000 15,045 7,000 6,910 26,950 17,272 3,500 4,820 6,020 6,020 250 Form B -2 Variance Favorable (Unfavorable) $ (21,657) 17,329 330 $ (3,988) $ 13,877 8,137 $ 22,014 $ 353 7,514 $ •7,867 $ 49,313 3,533 109 $ 52,955 23,689 45 (90) (9,678) 1,320 (250) 91000 6,219 (2,781) $ 1,559,472 $ 1,571,727 $ 12,255 'in ANNUAL FINANCIAL REPORT Form B -2 GEL FUND SCHEDULE OF IFEVENUE5 - BUDGET AMID ACTUAL, (CONTINUED) For the Year Ended December 31, 1979 I CITY OF COLUMBIA NEIOHTS, MINNESOTA 31 ANNUAL FINANCIAL REPORT Variance Budget Actual Favorable Revenue Revenue (Unfavorable) Other Revenue: Sale of Property $ - $ 600 $ 600 Miscellaneous 1,525 $ 1,741 216 Contributions 285 285 Total $ 1,525 $ 20,626 $ 1,101 Charges for Current Services: General Government $ 2,500 $ 3,700 $ 1,200 Public Safety 23,830 24,805 975 Public Works 5,000 7,355 2,355 Library. 1,850 2,502 652 Parks 26,000 26,408 408 Refuse Collection 270,000 269,463 (537) Other 200 168 (32) Total $ 329,380 $ 334,401 $ 5,021 Refunds and Reimbursements: Construction labor reimbursement $ 5,000 $ 8,160 $ 3,160 Equipment rental reimbursement 10,000 2,553 (7,447) Other reimbursements 4,608 4,608 Total $ 15,000 $ 15,321 $ 321 Transfers In: Matured bond funds $ - $ 824 $ 824 Grand Total $ 3,086,005 $ 3,134,365 $ 98,360 I CITY OF COLUMBIA NEIOHTS, MINNESOTA 31 ANNUAL FINANCIAL REPORT Form B -3 GENERAL FUND SC EDUIE CF EXPENDITURES AND ENCUVMRANCES BUDGET AND ACTUAL For the Year Ended December 31, 1979 CITY OF COLUMBIA HEIGHTS, MINNESOTA 32 ANNUAL FINANCIAL REPORT 1979 Expenditures Unencumbered Budget and (Overexpended) (Revised) Encumbrances Balance ORAL O0VERZ= : Mayor and Council: Personal services $ 39,575 $ 39,460 $ 115 Other services and charges 39,265 39,120 145 Supplies 625 366 259 Total $ 79,465 $ 78,946 519 City Manager: Personal services $ 67,340 $ 63,809 $ 3,531 Other services and charges 8,030 7,133 897 Supplies 630 597 33 Total $ .76,000 $ 71,539 $ 4,461 Finance - Clerk: Personal services $ 65,540 $ 66,059 $ (519) Other services and charges 20,850 16,287 4,563 Supplies 1,800 1,588 212 Total $ 88,190 $ 83,934 4,256 Elections: Personal services $ 4,985 $ 4,793 $ 192 -Other services and charges 1,700 1,081 619 Supplies 1,200 425 775 Total 7,885 $ 6,299 $ 1,586 Assessing: Personal services $ 49,100 $ 50,929 $(1,829) Other services and changes 2,985 2,681 304 Supplies 500 164 336 Total $ 52,585 $ 53,774 (11189) Legal: Other services and charges $ 54,320 $ 45,548 $ 8,772 Human Services Cmrlission: other services and charges $ 730 $ 20 $ 710 CITY OF COLUMBIA HEIGHTS, MINNESOTA 32 ANNUAL FINANCIAL REPORT Form B -3 G=AL FUND SCHEDULE OF EXPENDITURES AND ENCUMBRANCES (CONTINUED) BUDGET AMID ACTUAL For the Year Ended Decanber 31, 1979 1979 Expenditures Unencumbered Budget and (Overexpended) (Revised) Encumbrances Balance G MRAL GOVERNMENT (continued) Planning: .Personal services $ 12,845 $ 10,242 Other services and charges 4,390 2,815 Supplies 2,400 1,523 Total 19,635 $ 14,580 General Government Buildings: Personal services Other services and charges Supplies Total Total General Government PUBLIC SAFETY: Police Protection: Personal services other services and charges Supplies Total Fire Protection: Personal services Other services and charges Supplies Total Protective Inspection: Personal services other services and charges Supplies Total Civil Defense: Personal services Other services and charges Supplies Total An; ma 1 Control other services and charges Total Public Safety [.CITY OF COLUMBIA NEIGHTS, MINNESOTA $ 11,265 38,900 7,300 57,465 $ • 436,275 $ 623,775 47,900 27,100 $ 698,775 $ 294,475 30,390 11,045 335,910 $ 54,190 20,015 1,360 75,.565 $ 14,505 8,920 2,825 26,250 $ 6,800 $1,143,300 33 $ 11,249 38,408 7,798 57,455 $ 412,095 $ 619,085 41,786 24,932 $ 685,803 $ 280,441 22,934 8,231 $ 311,606 $ 53,093 17,476 1,181 71,750 $ 13,728 6,601 996 $ 21,325 $ 5,768 $1,096,252 $ 2,603 1,575 877 $ 5,055 $ 16 492 (498) 10 fi 9d_iAn $ 4,690 6,114 2,168 12,972 $ 14,034 7,456 2,814 24,304 $ 1,097 2,539 179 $ 3,815 $ 777 2,319 1,829 4,925 $ 1,032 $ 47,048 ANNUAL FINANCIAL REPORT Form B -3 GENERAL FUND SCHEDULE OF EXPENDITURES AND ENCLMRANCES (CONTINUED) BUDGET AMID ACTUAL For the Year Ended December 31, 1979 LCITY OF COLUMBIA NEIGNTS, MINNESOTA 34 ANNUAL FINANCIAL REPORT 1979 Expenditures Unencumbered Budget and (Overexpanded) (Revised) Encumbrances Balance PUBLIC WORKS: Engineering: Personal services $ 105,350 $ 100,532 $ 4,818 Other services and charges 13,380 9,176 4,204 Supplies 2,400 2,471 (71) Total $ 7121,130 112,179 8,951 Street Maintenance: Personal services $ 168,510 $ 158,224 $ 10,286 Other services and charges 51,165 50,762 403 Supplies 37,100 35,981 1,119 Total $_256,775 $ 244,967 11,808 Street Lighting: Personal services $ 1,600 $ 13 $ 1,587 Other services and charges 50,350 50,880 (530) Total $ 51,950 $_50,893 $ 1,057 Traffic Signs and Signals: Personal-services $ 15,205 $ 11,225 $ 3,980 Other services and charges 8,100 6,799 1,301 Supplies 4,900 5,111 (211) Total T-28,205 23,135 5,070 Tree Trimming and Removal: Personal services $ 10,850 $ 10,291 $ 559 Other services and charges 59,085 37,374 21,711 Supplies 650 280 370 Total 70,585 $ 47,945 $ 22,640 Total Public Works $ 528,645 $ 479,119 $ 49,526 SANITATION: Refuse Collection and Disposal: Personal services $ 8,785 $ 8,779 $ 6 Other services and charges 246,575 246,467 108 Supplies 100 222 (122) Total $ 255,460 255,468 $ (8) LCITY OF COLUMBIA NEIGNTS, MINNESOTA 34 ANNUAL FINANCIAL REPORT Form B -3 CORAL FUND, SCHEDULE OF EXPENDITURES AND ENCUMBRANCES (CONTINUED) BUDGET AND ACTUAL For the Year Ended DecaTber 31, 1979 1979 Expenditures Unencunbered Appropriations and (Overexpanded) (Revised) Enciunbrances Balance SANITATION (continued): Weed Control: Personal services $ 600 $ 225 $ 375 Other services and charges 100 100 Total � $ 225 $ 475 Total Sanitation $ 256,160 $ 255,693 $ 467 Personal services $ 78,415 $ 78,093 $ 322 Other services and charges 18,755 17,280 1,475 Supplies 35,160 34,799 361 Total $ 132,330 $ 130,172 $ 2,158 MUNICIPAL PARKS: A&=' stration and A•aintenance : Personal services $ 209,950 $ 209,578 $ 372 Other services and charges 74,985 77,069 (2,084) Supplies 14,650 15,646 (996) Total $ 299,585 $ 302,293 $(2,708) Wading Pools: Personal services $ 700 $ 675 $ 25 Other services and charges 200 201 (1) Supplies 900 543 357 Total $ 1,800 $ 1,419 $ 381 Skating Rinks: Personal services $ 12,600 $ 12,201 $ 399 Other services and charges 10,350 11,825 (1,475) Supplies 1,250 1,114 136 Total 24,200 25,140 (940) Total Municipal Parks $ 325,585 $ 328,852 $(3,267) I CITY OF COLUMBIA NEICNTS, MINNESOTA 35 ANNUAL FINANCIAL REPORT 1 1 1 1 1 1 Blind B -3 CORAL FUND Sam= OF EXPEmITURES AND ENcumBRA= (CONTINUED) BUDGET AND ACTUAL For the Year Ended December 31, 1979 1979 Expenditures Unencumbered Appropriations and (Overexpended) (Revised) Encumbrances Balance UNALLOCATED EXPENSE: Insurance Taxes and licenses Grant to HRA City share special assessment Vandalism Other miscellaneous Total Unallocated TRANSFERS: Recreation P.I.R. projects PARA Transit Fund Total Transfers Grand Total $ 29,800 800 15,000 s 10,044 1,000 116,799 $ 173,443 $ 70,890 10,467 1,690 4t 01 nn7 I CITY OF COLUMBIA NEIGHTS, MINNESOTA 36 $ 28,104 $ 1,696 796 4 15,000 10,044 603 397 8,275 108,524 $ 62,822 $ 110,621 $ 70,890 $ - 10,467 - 1,300 390 $ 82,657 $ 390 $ 2,847,662 $ 231,123 ANNUAL FINANCIAL REPORT GEORGE M. H A N S E N COMPANY Certified Public Accountants 175 SOUTH PLAZA BUILDING WAYZATA BOULEVARD AT HIGHWAY 100 MINNEAPOLIS, MINNESOTA 55416 546 -2566 July 3, 1980 JUL - 7 1980 MANAGER City of Columbia Heights Mr. Robert E. Bocwinski, City Manager, City of Columbia Heights 590 - 40th Avenue N.E. Columbia Heights, Minnesota 55421 Dear Mr. Bocwinski: Enclosed are ten copies of our report on compliance with the Federal Revenue Sharing Act and regulations for the year ended December 31, 1979. To comply with the requirements of the Office of Revenue Sharing (ORS), you should send to the ORS one copy of this letter and one copy of the City's 1979 audited financial report. I would suggest that you bind these items together so that they do not become separated at ORS. Should you have any questions, please contact me. Very truly yours, JGM:a P v J. Gergory Murphy Enclosures GEORGE M. H A N S E N COMPANY Certified Public Accountants 175 SOUTH PLAZA BUILDING WAYZATA BOULEVARD AT HIGHWAY 100 MINNEAPOLIS, MINNESOTA 55416 546 -2566 The Honorable Members of the City Council City of Columbia Heights, Minnesota We have examined the financial statements of the various funds and account groups of the City of Columbia Heights, Minnesota for the year ended December 31, 1979, and have issued our report thereon dated April 16, 1980. Our examination was made in accordance with generally accepted auditing standards and accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In connection with our examination, we also performed tests of compliance with the Revenue Sharing Act and regulations as required by Section II.C.3 of the "Audit Guide and Standards for Revenue Sharing and Anti - recession Fiscal Assistance Recipients" (Guide) issued by the Office of Revenue Sharing, U.S. Department of the Treasury, and compared the data on Bureau of Census Form RS -8 with the audited records of the City of Columbia Heights, Minnesota as required by Section II.C.4 of the Guide. Based on these procedures we noted no instances of noncompliance with the aforementioned act and regulations, except as described on Page two attached, and no material differences between the data on the Bureau of Census Form RS -8 and the records of the City of Columbia Heights, Minnesota, for the year ended December 31, 1979. L - M � " 0 � Z 00 1 Minneapolis, Minnesota June 27, 1980 u 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA iFEDERAL REVENUE SHARING i The findings of our compliance testing are set forth below: 1. The following areas of noncompliance were found: a. We found no evidence that notice was published stating i that the enacted budget was available for public inspection as required in Section 51.14(g). i b. In years after 1976, the City has not received or prepared a Use Report, instead this information has been recorded on the revenue and expenditure survey form. Publication i of the availability of the information has not been made since 1976, when the reporting format changed. 2. Based upon confirmations from the State Department of Human i Rights and the city's attorney, we found no evidence of discriminatory actions pending at December 31, 1979. We also requested confirmation of human rights violations from iE.E.O.C., and to date, we have not received a reply. I- H 0 0 1 -2- HE CIT�INAVCIAL OF COLUMkIA WEIGHTS, MINNESOTA NNUA EP RT EAR tNDED DECEMBER 31, 1979 SPECIAL REVENUE FUNDS Special Revenue Funds are used to account for the proceeds of specific revenue sources which finance specified activities as required by law or administrative regulation. The Revenue Sharing Fund is established by federal legislation to account for the receipt and expenditure of general revenue sharing funds. The Paratransit Fund is established by agreement with the Minnesota Department of Transportation to account for the receipt of state grants and rider fees and expenditures for service. The Recreation and Community Service Fund is governed by a commission established by an agreement between the City and I.D.S. #13 School Board. The Municipal State -Aid Street Fund is maintained according to state statute for the maintenance and construction of streets on the Municipal State -Aid System. The C.E.T.A. Fund is established by federal legislation to account for the receipt and expenditure of funds under the comprehensive employment training act. TABLE OF CONTENTS The notes to the financial statements are an integral part of these statements. Page Combining Balance Sheet Form C 37 Statements of Revenues, Expenditures and Changes in Fund Balance: Revenue Sharing Fund Form C -1 39 Recreation and Community Services Fund Form C -2 40 Paratransit Fund Form C -3 41 Municipal State -Aid Street Fund Form C -4 42 C.E.T.A. Fund Form C -5 43 Civil Defense Form C -6 44 The notes to the financial statements are an integral part of these statements. SPECIAL REVENUE FUNDS COMBINING BALANCE SHEET December 31, 1979 ASSETS Cash: Treasurer's balance Imprest Cash Total Cash Investments (at cost) Accounts Receivable Due from Other Governmental Units: Due from Federal - Office of Revenue Sharing . Due from State of Minnesota Total Assets LIABILITIES, RESERVES AND FUND BALANCES Current Liabilities: Accounts Payable Accrued salaries payable Accrued social security /P.E.R.A. payable Due to General Fund Total Current Liabilities Fund Balance - Unappropriated Total Liabilities, Reserves and Fund Balances The notes to the financial statements are an integral part of this statement CITY OF COLUMBIA NEIGNTS, MINNESOTA 37 Revenue Sharing $ 4,248 $ 4,248 80,000 1,492 40,495 $ 126,235 $ 5,049 Y 5,049 $ 121,186 (Form C I) $ 126,235 MNUAL FINANCIAL REPORT Form C Recreation & Municipal Community State Services Paratransit Aid Total $ 1,469 $ 1,260 $ 5,790 $ 12,767 50 50 $ 1,519 $ 1,260 $ 5,790 $ 12,,817 30,000 110,000 623 2,115 40,495 1,928 234,462 236,390 $ 31,519 $ 3,811 $240,252 $ 401,817 $ 39 $ 3,806 $ - $ 8,894 1,510 1,510 1,415 1,415 21,500 21,500 $ 2,964 $ 3,806 $ 21,500 $ 33,319 28,555 5 218,752 $ 368,498 (Form C -2) (Form C -3) (Form C -4) $ 31,519 $ 3,811 $240,252 $ 401,817 CITY OF COLUMBIA HEIGHTS, MINNESOTA 38 ANNUAL FINANCIAL REPORT REVENUE SHARING FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the Year Ended December 31, 1979 Revenues: Revenue from Other Agencies: Federal Revenue Sharing Revenue from Use of Money and Property: Interest earnings - Investment Trust Fund Other Revenue Total Revenue Expenditures: Capital Outlay: Public Safety Parks Street and Engineering Library Professional Services:. Downtown Development Other General Government Total Expenditures Excess of Revenues over (under) Expenditures Fund Balance, January 1, 1979 Fund Balance, December 31, 1979 The Notes to the financial statements are an integral part of this statement. Budget Form C -1 Variance Favorable, Actual (Unfavorable) $ 181,500 $ 176,635 $ (4,865) 6,000 9,635 3,635 (51) (51) $ 187,500 $ 186,219 $ (1,.281) $ 59,890 $ 42,028 $ 17,862 57,700 50,779 6,921 13,600 10,998 2,602 5,245 9,099 (3,854) 10,000 10,000 41,065 8,189 32,876 $ 187,500 $ 131,093 $ 56,407 $ - $ 55,126 $ 55,126 66,060 66,060 - $ 66,060 $ 121,186 $ 55,126 (Form -C) CITY OF COLUMBIA NEICHTS, MINNESOTA 39 ANNUAL FINANCIAL REPORT RECREATION AND COMMUNITY SERVICES FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the Year Ended December 31, 1979 Revenues: Revenue from other agencies: Independent School District #13 Fees Total Revenues Other financing sources Transfers from other funds Total Revenues and Other Sources Expenditures: Personal services Other services and charges Supplies Capital outlay Other expenses: Playground Athletic supplies Beach program Traveling teams Total Expenditures Excess of Revenues and Other Sources over (under) Expenditures Fund Balance, January 1, 1979 Fund Balance, December 31, 1979 The notes to the financial statements are an integral part of this statement 1 CFTY OF COLUMBIA HEIGHTS, MINNESOTA 40 Form C -2 $159,195 $ 142,608 $ 16,587 $ (1,515) $ 16,474 $ 17,989 12,081 12,081 $ 10,566 $ 28,555 $ 17,989 (Form C) ANNUAL FINANCIAL REPORT Variance Favorable Budget Actual (Unfavorable) $ 70,890 $ 70,887 $ (3) 15,900 17,305 1,405 $ 86,790 $ 88,192 $ 1,402 70,890 70,890 $157,680 $ 159,082 $ 1,402 $126,745 $ 109,529 $ 17,216 12,400 14,049 (1,649) 3,200 2,855 345 244 (244) 2,100 1,756 344 3,500 3,298 202 6,050 5,825 225 5,200 5,052 148 $159,195 $ 142,608 $ 16,587 $ (1,515) $ 16,474 $ 17,989 12,081 12,081 $ 10,566 $ 28,555 $ 17,989 (Form C) ANNUAL FINANCIAL REPORT PAIRATRANSIT FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the Year Ended December 31, 1979 Revenues: Revenue from other Agencies State grant Paratransit fares Transfer from General Fund Total Revenue Expenditures: Personal services Other services and charges Total Expenditures Excess of Revenues over (under) Expenditures Fund Balance, January 1, 1979 Fund Balance, December 31, 1979 The notes to the financial statements are an integral part of this statement. t CITY OF COLUMBIA HEIGHTS, MINNESOTA 41 Form C -3 Actual $ 11,586 2,638 1,300 $ 15,524 $ 3,579 11,940 $ 15,519 $ 5 $ 5 (Form C) ANNUAL FINANCIAL REPORT MUNICIPAL STATE -AID STREET FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the Year Ended December 31, 1979 Revenues: State of Minnesota: Gasoline tax apportionment- Construction Interest Earnings- Investment Trust Fund Total Revenue Expenditures: Construction costs Transfers: 5th Street paving 38th Avenue -5th to Univ. paving Total Expenditures Excess of Revenues over (under) Expenditures Fund Balance, January 1, 1979 Fund Balance, December 31, 1979 The notes to the financial statements are an integral part of this statement. [.CITY OF COLUMBIA HEIGHTS, MINNESOTA 42 Form C -4 Variance Favorable Budget Actual (Unfavorable) $ 155,000 $ 171,598 $ 16,598 3,000 5,455 2,455 $ 158,000 $ 177,053 $ 19,053 $ 600 $ 951 $ 128,649 105,000 146,431 (146,431) 24,000 23,955 (23,955) $ 129,600 $171,337 $ (41,737) $ 28,400 $ 5,716 $ (22,684) 213,036 213,036 - $ 241,436 $ 218,752 $ (22,684) (Form -C) ANNUAL FINANCIAL REPORT C.E.T.A. FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the Year Ended December 31, 1979 Revenues: Federal Grant Total Revenue Expenditures: Personal services Other services and charges Total Expenditures Excess of Revenues over (under) Expenditures Fund Balance, January 1, 1979 Fund Balance, December 31, 1979 The notes to the financial statements are an integral part of this statement. [CITY OF COLUMBIA NEIGNTS, MINNESOTA 43 Form C -5 Actual 93,651 $93,651 $89,492 4,159 $93,651 S - ANNUAL FINANCIAL REPORT CIVIL DEFENSE STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the Year Ended December 31, 1979 Transfer: General Fund (to close Civil Defense Fund) Fund Balance, January 1, 1979 Fund Balance, December 31, 1979 The notes-to the financal statements are an integral part of this statement. I .CITY OF COLUMBIA HEIGHTS, MINNESOTA 44 Form C -6 Actual $ 17,760 17,760 ANNUAL FINANCIAL REPORT 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 HE CITX OF COLUM IA HEIGHTS, MINNESOTA NN UA t' I NA�1C I AL E PART EAR kNDED 11ECEMBER S1, 1979 DEBT SERVICE FUNDS Debt Service Funds are used to account for the collection of tax levies and other revenues and to record the payment of principal and interest on outstanding General Obligation Bonds. TABLE OF CONTENTS Page Combining Balance Sheet Form D 45 Combining Statement of Revenues, Expenditures and Changes in Fund Balance Form .D -1 47 Schedule of Funding Available/ Funds Required Form D -2 49 The notes to the financial statements are an integral part of these statements. DEBT SERVICE FUNDS COMBINING BALANCE SHEET December 31, 1979 Storm Sewer Bonds of 1965 ASSETS Current Assets: Cash: Treasurer's balance $ 4,728 Deposited with fiscal agent 67,425 Investments (at cost) 105,000 Taxes receivable - delinquent 382 Less: Allowance for uncollectible taxes (382) Due from other funds 51,700 Due from other Gov't units Total Assets $ 228,853 LIABILITY AND FUND BALANCE Current Liability: Matured bonds and interest payable $ 67,425 Fund balance - Unappropriated -- Form D -1 161,428 Total Liability and Fund Balance $ 228,853 The notes to the financial statements are an integral part of this statement. [ CITY Of COLUMBIA NEIGHTS, MINNESOTA 45 ANNUAL FINANCIAL REPORT Capital City Garage Improvement Bonds of Bonds of 1972 1976 $ 2,831 $ 606 54,365 166,518 60,000 150,000 321 525 (321) (525) 95,700 44,000 $ 117,196 $ 361,124 $ 54,365 $ 166,518 62,831 194,606 fi iii iaF G, ,7A .CITY OF COLUMBIA HEIGHTS, MINNESOTA Form D Totals 1979 1978 $ 8,165 $ 21,480 288,308 113,367 315,000 217,000 1,228 2,222 (1,228) (2,222) 95,700 206,050 6,540 $ 707,173 $ 564,437 $ 288,308 $ 113,367 418,865 451,070 $ 707,173 $ 564,437 46 ANNUAL FINANCIAL REPORT DEBT SERVICE FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the Year Ended December 31, 1979 Park Storm Sewer Bonds of Bonds of 1962 1969 Revenues: $ 30,000 $ 45,000 General property taxes: 525 21,375 Collected by-county 39 80 Current ad valorem $ - $ 68,119 Delinquent ad valorem 581 647 Interest earnings: 797 Investment Trust Fund $ 31,361 6,725 Inter -fund loans 2,351 Total Revenues $ 581 $ 77,842 Other Financing Sources: 30,780 135,041 Transfers from: $ - $161,428 Water utility fund Sewer utility fund 15,000 Total Revenue Sources and Other Sources $ 581 $ 92,842 Expenditures: Bonds matured $ 30,000 $ 45,000 Interest on bonds 525 21,375 Fiscal agent charges 39 80 Total Expenditures 30,564 66,455 Other financing uses: Transfer to General Fund 797 Total Expenditures and Other Uses $ 31,361 $ 66,455 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses $ (30,780) $ 26,387 Fund Balance, January 1, 1979 30,780 135,041 Fund Balance, December 31, 1979 -- Form D $ - $161,428 The notes to the financial statements are an integral part of this statement. [CITY OF COLUMBIA HEIGHTS, MINNESOTA 47 #NNUAL FINANCIAL RETORT Capital State Aid City Garage Improvement Bonds of Bonds of Bonds of 1969 1972 1976 Form D -1 Totals 1979 1978 $ - $ 22,787 $ 151,509 $ 242,415 $ 255,715 544 1,547 3,319 4,181 5,820 4,545 17,090 23,172 7,535 9,886 $ - $ 29,151 $ 165,136 $ 272,710 $ 283,068 15,000 15,000 15,000 15,000 30,000 30,000 $ - $ 59,151 $ 165,136 $ 317,710 $ 328,068 $ 10,000 $ 50,000 $ 150,000 $ 285,000 $ 285,000 230 8,730 32,828 63,688 74,303 16 97 172 404 438 10,246 58,827 183,000 349,092 359,741 26 823 $ 10,272 $ 58,827 $ 183,000 $ 349,915 $ 359,741 $ (10,272) $ 324 $ (17,864) $ (32,205) $ (31,673) 10,272 62,507 212,470 451,070 482,743 $ - $ 62,831 $ 194,606 $ 418,865 $ 451,070 CITY OF COLUMBIA HEIGHTS, MINNESOTA 48 ANNUAL FINANCIAL REPORT DEBT SERVICE FUND SCHEDULE OF FUNDING AVAILABLE AND FUNDS REQUIRED December 31, 1979 Cash, Investments, and Receivables Deferred Tax Levies Levy /Payable Years: 1979/80 1980/81 1981/82 1982/83 1983/84 Total FUNDING AVAILABLE Bonds /Future Interest Payable Bonds Future Interest FUNDS REQUIRED BALANCE v I CITY OF COLUMBIA HEIGHTS, MINNESOTA 49 Form D -2 Total $ 418,865 365,000 362,400 306,425 146,700 152,300 $ 1,332,825 $ 1,751,690 $ 1,330,000 144,672 $ 1,474,672 $ 277,018 ANNUAL FINANCIAL REPORT 1 1 HE CIT� OF COLUM�IA HEIGHTS, MINNESOTA NNUA INABCIAL EPQRT EAR kNDED ECEMBER 11 1979 CAPITAL PROJECT FUNDS Capital Project Funds are maintained to account for the construction of major capital facilities. Project appli- cations are a combination of several revenue sources, such as municipal state -aid streets, special assessments, sewer utility fund, other governmental units, State and Federal Grants, etc. TABLE OF CONTENTS Page Combining Balance Sheet Form E 50 Combining Statement of Revenues, Expenditures and Changes in Fund Balance Form E -1 52 The notes to the financial statements are an integral part of these statements. C.. CAPITAL PROJECT FUNDS COMBINING BALANCE SHEET December 31, 1979 ASSETS Current Assets: Cash - Treasurer's balance Investments (at cost) Total Assets LIABILITIES AND FUND BALANCE Current Liabilities: Accounts payable Contracts payable Total Current Liabilities Fund balance -- Form E -1 Total Liabilities and Fund Balances The notes to the financial statements are an integral part of this statement. [.CITY OF COLUMBIA MEI6NTS, MINNESOTA 50 Capital Improvement C.P. 308 $ 1,564 75,000 $ 76,564 $ 1,320 21,211 $ 22,531 54,033 $ 76,564 ANNUAL FINANCIAL REPORT Form E Sullivan Tennis Courts Lake Huset Park C.P. 807 C.P. 309 Total $ 3,219 $ 635 $ 5,418 495,000 570,000 $ 498,219 $ 635 $ 575,418 $ - $ - $ 1,320 1,107 22,318 $ - $ 1,107 $ 23,638 498,219 (472) 551,780 $ 498,219 $ 635 $ 575,418 CITY OF COLUMBIA NEIGRTS, MINNESOTA 51 ANNUAL FINANCIAL REPORT CAPITAL PROJECT FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the Year Ended December 31, 1979 C.P. 308 Project Authorization $1,073,363 Revenues: Interest Earnings - Investment Trust Fund $ 8,360 Sale of property Insurance claim - water damage 2,121 Prior years expenditures re- established 935,933 Total Revenues $ 946,414 Other Financing Sources: Transfers from - Revenue Sharing Fund ' Total Revenue Sources and Other Sources $ 946,414 Expenditures: Prior years $ 935,933 Current year: Construction contracts 5,080 Other project expenditures 123,772 Total Expenditures $1,064,785 Excess of Revenues and Other Sources over (under) Expenditures $ (118,371) Fund Balance, January 1, 1979 172,404 Fund Balance, December 31, 1979 -- Form E $ 54,033 Project Numbers C.P. 308 - Capital Improvements C.P. 807 - Sullivan Lake C.P. 309 - Tennis Courts Huset Park C.P. 310 - Prestemon Basketball Court The notes to the financial statements are an integral part of this statement. CITY OF COLUMBIA HEIGHTS, MINNESOTA 52 ANNUAL FINANCIAL lEPORT Form E -1 Completed Incomplete Projects Project C.P. 807 C.P. 309 C.P. 310 Total $225,000 $ 37,500 $ 9,280 $1,345,143 $ 40,905 $ - $ - $ 49,265 10,800 10,800 2,121 153,305 37,333 13,132 1,139,703 $205,010 $ 37,333 $ 13,132 $1,201,889 3,852 3,852 $205,010 $ 37,333 $ 16,984 $1,205,741 $153,305 $ 37,333 $ 13,132 $1,139,703 (19,130) (14,050) 8,375 639 132,786 $142,550 $ 37,972 $ 13,132 $1,258,439 $ 62,460 $ (639) $ 3,852 $ (52,698) 435,759 167 (3,852) 604,478 $498,219 $ (472) $ - $ 551,780 CITY OF COLUMBIA HEIGHTS, MINNESOTA 53 MNUAL FINANCIAL REPORT 1 w Ll 1 n 1 HE CIT OF COLUM$IA HEIGHTS, MINNESOTA NNUA I NA C IAL EP RT EAR iNDtED llECEMBER L 1979 SPECIAL ASSESSMENT FUNDS The Permanent Improvement Revolving Fund is used to advance to local improvement funds the cost of improvements for which assessments are to be levied. Special Assessment Bonds are established according to Chapter 8 of the home rule charter and Minnesota Statutes, Chapter 429. They are used to record the proceeds of bonds used to construct public improvements which, in turn, are fully or partially assessed against individual benefited properties. TABLE OF CONTENTS Page Combining Balance Sheet Form F 54 Combining Statement of Revenues, Expenditures and Changes in Fund Balance Form F -1 55 The notes to the financial statements are an integral part of these statements. Form F SPECIAL ASSESSMENT FUNDS COMBINING BALANCE SHEET December 31, 1979 Permanent Permanent Improvement Improvement Revolving Revolving Fund Bond Fund Total ASSETS Current Assets: Cash: Treasurer's balance (deficit) $ (42,137) $ 46,321 $ 4,184 Deposited with fiscal agent 53,182 53,182 Taxes receivable deferred 117,600 117,600 Special assessments.receivable: Delinquent 70,018 70,018 Deferred 411,494 411,494 Total Assets $ 439,375 $ 217,103 $ 656,478 LIABILITIES AND FUND BALANCE Current Liabilities: Contracts payable $ 65,363 $ - $ 65,363 Deposits 8,511 8,511 Matured bonds and interest payable 53,182 53,182 Due to bonds of 1976 fund 317,000 317,000 Total Current Liabilities $ 390,874 $ 53,182 $ 444,056 Bonds Payable $ - $ 105,000 $ 105,000 Fund Balance: Future interest on bonds $ - $ 6,895 $ 6,895 Appropriated 9,934 9,934 Unappropriated 38,567 52,026 90,593 Total Fund Balance $ 48,501 $ 58,921 $ 107,422 Total Liabilities and Fund $ 439,375 $ 217,103 $ 656,478 Balance The notes to the financial statements are an integral part of this statement. I CITY OF COLUMBIA MEIGItTS, MINNESOTA 54 ANNUAL FINANCIAL REPORT 1 1 A Il I 1 1 1 1 I 1 A SPECIAL ASSESSMENT FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE For the Year Ended December 31, 1979 Revenues: Increase in assessments Interest and penalties on special assessments Administration charges to projects Total Revenues Permanent Improvement Revolving Fund $ 168,484 40,441 22,919 $ 231,844 Other Financing Sources: Transfers from: Permanent Improvement Revolving Fund Sewer Utility Fund 3,269 State Aid Fund 170,386 General Fund 10,467 Prior year expenditures re- established 341,263 Total Revenue Sources and Other Sources $ 757,229 Expenditures: Capital project expenditures: Prior years Current year: Construction contracts Other project costs Administration costs Fiscal agent charges Total Expenditures Form F -1 Permanent Improvement Revolving Bond Fund Total $ - $ 168,484 40,441 22,919 $ - $ 231,844 53,000 53,000 3,269 170,386 10,467 341,263 $ 53,000 $ 810,229 $ 341,263 $ 409,724 78,689 36,259 $ 865,935 $ $ 341,263 409,724 78,689 36,259 143 143 143 $ 866,078 Other Financing Uses: Transfer to Permanent Improvement Revolving Bond Fund 53,000 53,000 Deferred tax levies (1979) cancelled 59,200 59,200 Adjust assessments 4,930 4,930 Total Expenditures and Other Uses $ 923,865 $ 59,343 $ 983,208 Excess of Revenues and Other Sources over (under) Expenditures and Other Uses $ (166,636) $ (6,343) $(172,979) Fund Balance, January 1, 1979 215,137 58,369 273,506 Fund Balance, December 31, 1979 -- Form F $ 48,501 $ 52,026 $ 100,527 The notes to the financial statements are an integral part of this statement. CITY OF COLUMBIA ®EIGHTS, MINNESOTA 55 ANNUAL FINANCIAL REPORT t CITY OF COLUMBIA HEIGHTS, MINNESOTA LIQUOR OPERATING FUND x080 COMPARATIVE STATEMENT OF OPERATING PROFIT - BY STORE JANUARY 1 TO December 31,1979 & 1978 MANAGER city of vaurnbia Heig OFF - SALE STORE TOTAL ON -SALE ALL STORES STORE TOTAL OFF -SALE NO. 2 NO. 3 1979 1978 1979 1970 1979 1976 1979 1978 1979 1976 SALES $1,220,567 $1,064,893 $ 351,846 $ 307,086 $ 868,721 $ 757,807 $ 405,985 $ 360,899 $ 462,736 $ 396,908 COST OF SALES 793,274 6929060 105,316 92;599 6879958 599;461 325,668 287,719 362,290 311,742 GROSS PROFIT $ 427,293 $ 372,833 $ 246,530 $ 214,487 $ 180,763 $ 158,346 $ 80,317 $ 73,180 $ 100,446 $ 85,166 % of Sales 35.01% 35:01% 70:07% 69.85% 20.81% 20.90% 19.78% 20.28% 21.71% 21.46% OPERATING EXPENSES BEFORE DEPRECIATION Personal Services $ 251,051 $ 244;099 $ 141,996 $ 141,437 $ 109,055 $ 102,662 $ 53,767 $ 48,847 $ 55,288 $ 53,443 Other Oper Expense 88;489 77,690 57;994 48,668 30,495 29;022 15,450 13,109 _ 15,045 15,554 Total 339,546 $ 321,789 $ 199,990 $ 190,105 $ 139,550 $$ 131,684 $69,217; $ 61,956 $ 70,333 $ 68,997 % of Sales 27.82% 30.22% 56,84% 61.71% 16.0W:!':17138%- 17.05% 17.17% 15.20% 17.38% NET OPER.INCOME(LOSS) BEFORE DEPRECIATION LESS: DEPRECIATION $ 87,753 $ 51,044 $ 46,540 $ 24,382 $ 41,213 $ 26,662 $ 11,100 $ 11,224 $ 30,113 $ 16,169 8,940 9,256 5;804 4,895 3,136 4;361 1,094 1,233 2,042 2,019 NET OPER. INCOME (LOSS) $ 78,:813 $ 41,788 $ 40,736 $ 19,487 $ 38,077 $ 22,301 $ 10,006 $ 9,991 $ 28,071 % of Sales 6.46% .3.921 .11,581 o 6.351 0 4.38% 0 2.94% 0 2.46r 0 2.771 o 6.071 OTHER INCOME (EXPENSE) NET INCOME $ 30,037 $ 12,019 $ 108,850 $ 53,807 ohn L. Schedler $ 14,150 3.57% �mWrY ,1WOLL4W HAWS,`INWESM =M -® _® LIQUOR OPERATING FUND - COMPARATIVE STATEMENT OF OPERATING PROFIT - BY STORE JANUARY 1 TO March'31, 1980 v . 1979 TOTAL ON -SALE ALL STORES STORE TOTAL OFF -SALE NO. 2 1980 1979 1980 1979 1980 1979 1980 SALES $ 290,842 $ 267,670 $ 88,396 $ 85,006 $ 202,446 $ 182,664 $ 89,510 COST OF SALES 184,918 170,082 28,346 27,472 156,572 142,610 69,406 GROSS PROFIT $ 105,924 $ 97,588 $ 60,050 $ 57,534 $ 45,874 $ 40,054 $ 20,104 of Sales 36.42% 36.46% 67.930 67.68% 22.660 21.930 22.460 OPERATING EXPENSES BEFORE DEPRECIATION Personal Services $ 62,867 $ 59,218..$ 36,955 $ 35,316 $ 25,912 $ 23,902 $ 12,247 Other 0per Expense 19,555 20,831 13,333 13,351 6,222 7,480 3,100 Total $ 8- 82,T22 $ 8o,A $ 5�$ $ 32,13T+ $ 3�2 $ 15,347 % of Sales 28.34% 29.91% 56.82% 57.25% 15.87% 17.18% 17.15% NET OPER.INCOME(LOSS) BEFORE DEPRECIATION $ 23,502 $ 17,539 $ 9,762 $ 8,867 $ 13,740 $ 8,672 $ 4,757 LESS:. DEPRECIATION 2,103 2,211 1,294 1,451 8og 760 292 NET OPER. INCOME (LOSS) $ 21,399 $ 15,328 $ 8,468 $ 7,416 $ 12,931 $ 7,912 $ 4,465 % of Sales 7.36% 5.73% 9.58% 8.72% 6.39% 4.33% 4.99% OTHER INCOME (EXPENSE) $ 1,721 $ 2,488 NET INCOME $ 23,120 $ 17,816 % to Sales. 7.95% 6.66% OFF - SALE STORE NO. 3 1979 11980 1979 $ 87,352 $ `112,936 $ 95,312 68,964 =!187,166 73,646 $ 18,388 $ 25:;770 $ 21,666 21.05% �I22.8?% 22.73% $ 11,501 $ IJ13,665 $ 12,401 3,843 3,122 3,637 $ 15,344 $ _1 , ",16,787 T16,038 17.57% i14.86% 16.83% f $ 3,044 $ 8,983 $ 5,628 255 517 .505 $ 2,789 $ 8,466 $ 5,123 3.19% 7.50% 5.37% I I E mm a John E. Schedler Finance Director 1 D n L' 1 HE CITX OF COLUM IA HEIGHTS, MINNESOTA NNUA t'INANCIAL REPQQRT EAR iNDED DECEMBER S1, 1979 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. Enterprise fund operations are financed solely by user charges. TABLE OF CONTENTS Municipal Liquor Fund: Comparative Balance Sheet Comparative Statement of Changes in Retained Earnings Comparative Statement of Revenue and Expense Comparative Schedule of Revenue - Off Sale Comparative Statement of Changes in Financial Position Comparative Schedule of Operating Expense Schedule of Fixed Assets and Depreciation Water Utility Fund: Compara- t -i.ve - Ba- l -ance Sheet- -- - - Comparative Statement of Changes in Retained Earnings Statement of Changes in Customers Contribution Statement of Changes in Federal Grant Contribution Comparative Statement of Revenue and Expense Comparative Statement of Changes in Financial Position Schedule of Fixed Assets and Depreciation Schedule of Changes �in Assets Restricted for General Bond Debt Service Sewer Utility Fund: Comparative Balance Sheet a Comparative Statement of Changes in Retained Earnings Statement of Changes in Customer's Contribution Comparative Statement of Revenue and Expense Comparative Statement of Changes in Financial Position Schedule of Fixed Assets and Depreciation The notes to the financial statements are an integral part of these statements. Form G Form G -1 Form G -2 Form G -3 Form G -4 Form G -5 Form G -6 - Fo r-m H -- - Form H -1 Form H -2 Form H -2 Form H -3 Form H -4 Form H -5 Page 56 57 58 60 62 63 65 69 70 71 71 72 73 74 Form H -6 76 Form 1 77 Form 1 -1 78 Form 1 -2 79 Form 1 -3 80 Form 1 -4 81 Form 1-5 82 MUNICIPAL LIQUOR FUND COMPARATIVE BALANCE SHEET December 31, 1979 and 1978 ASSETS Current Assets: Cash: Treasurer's balance Imprest cash and change funds Total Cash Investments, at cost Accounts receivable Merchandise inventory, at cost Total Current Assets Fixed Assets: Land Buildings Improvements other than buildings Office furniture and equipment Store equipment Total Less: Allowance for depreciation Net Fixed Assets -- Form G -6 Total Assets LIABILITIES AND RETAINED EARNINGS Current Liabilities: Accounts payable Accrued salaries payable Accrued social security /P.E.R.A. payable Total Current Liabilities Retained Earnings -- Form G -1 Total Liabilities and Retained Earnings The notes to the financial statements are an integral part of this stat nmt. 1979 $ 2;292 10,100 $ 12,392 260,000 1,016 92,768 $ 366,176 $ 16,735 169,390 63,289 1,375 74,290 $ 325,079 172,460 $ 152,619 $ 518,795 $ 5,314 4,359 2,875 $ 12,548 506,247 $ 518,795 CITY OF COLUMBIA NEIGHTS, MINNESOTA 56 ANNUAL FIN Form G 1978 $ 15,308 10,100 $ 25,408 170,000 2,673 99,636 $ 297,717 $ 16,735 169,390 58,421 1,375 76,795 $ 322,716 165,681 $ 157,035 $ 454,752 $ 43,492 3,339 2,020 $ 48,851 405,901 $ 454,752 MUNICIPAL LIQUOR FUND COMPARATIVE STATEMENT OF CHANGES IN RETAINED EARNINGS For the Years Ended December 31, 1979 and 1978 Retained Earnings, January 1 Add: - Net income for the year -- Form G -2 Retained Earnings, December 31 -- Form G The notes to the financial statements are an integral part of this statement. I CITY OF COLUMBIA HEIGHTS, MINNESOTA 57 1979 $ 405,901 100,346 $ 506,247 Form G -1 1978 $ 352,095 53,806 $ 405,901 ANNUAL FINANCIAL 1tEPORT MUNICIPAL LIQUOR FUND COMBIDIED ON -SALE AMID OFF -SALE COMPARATIVE STA=1ENT OF REVII= AND EXPENSE For the Years Ended December 31, 1979 and 1978 1 Sales Cost of Sales: Inventory, Beginning Purchases Total Mdse. Available for Sale Less: Inventory, Ending Cost of Sales Gross Profit on Sales (Percentage of Gross Profit to Sales Less: Operating Expense -- Form G -4 Net Operating Inca me before Depreciation Less: Depreciation -- Form G -6 Net Operating Income (Loss) Additions to Income: Interest earnings - Investment Trust Fund Machine conanissions Check cashing Game roan receipts Other Total Income Deductions from Income: Bad checks Cash short C%-LWLoss on disposal of fixed assets Total Deductions from Income Net Income Total All Stores 1979 1978 $ 1,220,567 $ 1,064,893 $ 99,636 $ 100,288 793,853 5,896 691,408 $ 893,489 $ 791,696 92,768 217 99,636 $ 800,721 $ 692,060 $ 419,846 $ 372,833 34.400 29 35.01% $ 339,705 $ 321,789 $ 80,141 $ 51,044 8,940 9,256 $ 71,201 $ 41,788 The notes to the financial statements are an integral part of this statement. On -Sale Store 1979 1978 $ 351,846 $ 307,086 $ 10,954 $ 9,636 112,229 93,917 $ 123,183 $ 103,553 11,020 10,954 $ 112,163 $ 92,599 $ 239,683 $ 214,487 68.12% 69.90 $ 199,295 $ 190;105 $ 40,388 $ 24,382 5,804 4,895 $ 34,584 $ 19,487 21,270 9,400 7,090 3,134 5,896 4,742 4,732 3,834 418 217 217 84 2,760 2,640 2,760 $ 2,028 1,076 299 53 29 $ 102,621 $ 56,446 $ 49,436 $ 26,568 $ 891 $ 1,574 $ 695 $ 1,374 1,039 1,066 412 654 345 $ 2,275 $ 2,640 $ 1,107 $ 2,028 $ 100,346 $ 53,806 $ 48,329 $ 24,540 [CITY OF COLUMBIA HEIGHTS, MINNESOTA 58 ANNUAL FINANCIAL REPORT n 0 0 1 Fonn G -2 :$ 140,410 $ 131,684 $ 39,753 $ 26,662 3,136 4,361 $ 36,617 $ 22,301 14,180 6,266 1,164 908 201 133 1,023 270 $ 53,185 $ 29,878 $ 196 $ 200 627 412 345 $ 1,168 $ 612 $ 52,017 $ 29,266 $ - $ 731 $ 69,097 $ 61,956 $ 71,313 $ 68,997 Off -Sale Stores $ 11,220 $ 11,224 $ 28,533 $ 16,169 1,109 1,094 1,233 2,042 2,019 TOTAL $ 10,126 No. 1 $ 26,491 $ No. 2 928 No. 3 1979 1978 $ 18,915 1979 1978 13,863 1979 34,270 1978 17,855 1979 $ 1978 $ 868,721 .$ $ 757,807 $ - $ - $ 405,985 $ 360,899 $ 462,736 $ 396,908 $ 88,682 $ 90,652 $ - $ - $ 41,055 $ 38,356 $ 47,627 $ 52,296 $ 681,624 9 597,491 319,678 290,418 361,946 307,073 $ 770,306 $ 688,143 $ - $ - $ 360,733 $ 328,774 $ 409,573 $ 359,369 81,748 88,682 35,065 41,055 46,683 47,627 $ 688,558 $ 599,461 $ - $ - $ 325,668 $ 287,719 $ 362,890 $ 311,742 $ 180,163 $ 158,346 $ - $ - $ 80,317 $ 73,180 $ 99,846 $ 85,166 (Form F -3) (Form F-3) 20.74% 20.90% -% 19.78% 20.28% 21.58% 21.460 :$ 140,410 $ 131,684 $ 39,753 $ 26,662 3,136 4,361 $ 36,617 $ 22,301 14,180 6,266 1,164 908 201 133 1,023 270 $ 53,185 $ 29,878 $ 196 $ 200 627 412 345 $ 1,168 $ 612 $ 52,017 $ 29,266 $ - $ 731 $ 69,097 $ 61,956 $ 71,313 $ 68,997 $ - $ ( 731) $ 11,220 $ 11,224 $ 28,533 $ 16,169 1,109 1,094 1,233 2,042 2,019 $ - $(1,840) $ 10,126 $ 9,991 $ 26,491 $ 14,150 $ - $(1,840) $ - $ (1,840) CITY OF COLUMBIA NEIGNTS, MINNESOTA 59 7,090 3,133 7,090 3,133 570 444 594 464 201 103 30 928 192 95 78 $ 18,915 $ 13,863 $ 34,270 $ 17,855 $ 120 $ 100 $ 76 $ 100 254 207 373 205 345 $ 374 $ 307 $ 794 $ 305 $ 18,541 $ 13,566 $ 33,476 9 17,550 ANNUAL FINANCIAL REPORT MUNICIPAL LIQUOR FUND COMPARATIVE SCHEDULE OF F=,X E - OFF SALE For the Years Ended December 31, 1979 and 1978 No. 3 Sales $ 1979 $ 194,309 TOTAL OFF SALE Total Liquor Sales $ 868,721 $ 355,288 Cost of Sales: 361,946 147,614 Inventory, Beginning $ 88,682 $ 72,590 Purchases 46,683 681,624 38,243 264,472 Total Merchandise Available for Sale $ 770,306 T 337,062 Less: Inventory, Ending 99,846 81,748 45,726 66,164 Cost of Sales $ 688,558 $ 270,898 Gross Profit (Loss) on Sales -- Form G -2 $ 180,163 $ 84,390 Percentage of Gross Profit to Sales 20.740 23.75% No. 2 Sales $ 405,985 $ 160,979 Cost of Sales: Inventory, Beginning $ 41,055 $ 33,378 Purchases 319,678 116,858 Total Merchandise Available for Sale $ 360,733 $ 150,236 Less: Inventory, Ending 35,065 27,921 Cost of Sales 325,668 $ 122,315 Gross Profit (Loss) on Sales $ 80,317 $ 38,664 Percentage of Gross Profit to Sales 19.78% 24.02% No. 3 Sales $ 462,736 $ 194,309 Cost of Sales: Inventory, Beginning $ 47,627 $ 39,212 Purchases 361,946 147,614 Total Merchandise Available for Sale 409,573 $ 186,826 Less: Inventory, Ending 46,683 38,243 Cost of Sales $ 362,890 $ 148,583 Gross Profit (Loss) on Sales $ 99,846 $ 45,726 Percentage of Gross Profit to Sales $ 21.58% 23.530 [CITY OF COLUMBIA HEIGHTS, MINNESOTA 60 ANNUAL FINANCIAL REPORT t 20.43% 13.63% 21.46% 23.620 20.06° 8.53% CITY OF COLUMBIA HEIGHTS, MINNESOTA 61 MNUAL FINANCIAL REPORT Form G-3 1979 1978 Beer Other Total Liquor Beer Other $ 495,924 $ 17,509 $ 757,807 $ 334,457 $ 409,229 $ 14,121 $ 13,987 $ 2,105 $ 90,652 $ 76,445 $ 12,746 $ 1,461 401,426 15,726 597,491 254,806 329,265 13,420 $ 415,413 $ 17,831 688,143 ' 331,251 T342,011 $ 14,881 13,538 2,046 88,682 72,590 13,987 2,105 401,875 $ 15,785 599,461 258,661 328,024 12,776 $ 94,049 $ 1,724 $158,346 $ 75,796 $ 81,205 $ 1,345 18.960 9.85% 20.900 22.660 19.84% 9.520 $ 238,181 $ 6,825 $ 360,899 $ 154,528 $ 199,632 $ 6,739 $ 7,010 $ 667 $ 38,356 $ 32,469 $ 5,357 $ 530 196,413 6,407 290,418 122,139 162,113 6,161 $ 203,423 $ 7,074 $ 328,774 $ 154,608 $ 167,475 $ 6,691 6,627 517 41,055 33,378 7,010 667 196,796 $ 6,557 287,719 121,230 160,465 6,024 $ 41,385 $ 268 $ 73,180 $ 33,298 $ 39,167 $ 715 $ 17.38% 3.93% 20.28% 21.55% 19.62% 10.61% $ 257,743 $ 10,684 $ 396,908 $ 179,929 $ 209,597 $ 7,382 $ 6,977 $ 1,438 $ 52,296 $ 43,976 $ 7,389 $ 931 205,013 9,319 307,073 132,667 167,147 7,259 $ 211,990 $ 10,757 $ 359,369 $ 176,643 $ 174,536 $ 81190 6,911 1,529 47,627 39,212 6,977 1,438 T-205,079 $ 9,228 T 311,742 137,431 167,559 6,752 $ 52,664 $ 1,456 $ 85,166 $ 42,498 $ 42,038 $ 630 20.43% 13.63% 21.46% 23.620 20.06° 8.53% CITY OF COLUMBIA HEIGHTS, MINNESOTA 61 MNUAL FINANCIAL REPORT r n Form G- 4 MUNICIPAL LIQUOR FUND COMPARATIVE STATEMENT OF CHANGES IN FINANCIAL POSITION For the Years Ended Decenber 31, 1979 and 1978 1979 1978 Sources of Working Capital: Operations: Net inome — Form G-2 $ 100,346 $ 53,806 Items not requiring (providing) working capital: Depreciation -- Form G-6 8,940 Loss on disposal of fixed assets 345 Working Capital Provided by Operations $ 109,631 $ 63,062 Decrease in deferred assets $ 1,572 Total Sources of Working Capital $ 109,631 $ 64,634 Uses of Working Capital: Aquisition of fixed assets — Form G-6 $ 4,869 $ 2,133 Net Increase (Decrease) in Working Capital $ 104,762 $ 62,501 Elements of Net Increase (Decrease) in Working Capital: Cash $ (13,016) $ 14,749 Investments 90,000 68,000 Accounts receivable (1,657) (8,005) Inventory (6,868) (652) Accounts payable 38,178 (9,276) Accrued liabilities (1,875) (2,265) Net Increase (Decrease) in Working Capital $ 104,762 $ 62,501 The notes to the financial statements are an integral part of this staterent e LCITY OF COLUMBIA HEIGHTS, MINNESOTA 62 ANNUAL FINANCIAL REPORT MUNICIPAL LIQUOR FUND COMBINED ON -SALE AND OFF -SALE COMPARATIVE SCHEDULE OF OPERATING EXPENSES For the Years Ended December 31, 1979 and 1978 PERSONAL SERVICES: Salaries - regular employees Salaries - overtime and part time employees Interdepartmental labor services City Contribution to PERA and FICA Hospitalization - Life insurance Workmen's and Unemployment Comp Total Personal Services OTHER SERVICES & CHARGES: Contractural Maint. & Repair Professional Services Communications Travel - subscriptions Utility Insurance & bonds Other contractural services Other charges Total Other Services & Charges SUPPLIES: General supplies .Bar supplies Total supplies Total Operating Expense 1 CITY OF C®«MRte McocUsC WrrraeCnTA 63 $ 2,420 1979 Total On -Sale No. 1 $ 120,561 $ 57,890 $ - 98,104 64,864 1,363 1,299 20,626 11,028 5,992 3,334 4,406 3,581 $ 251,052 $ 141,996 $ - $ 2,420 $ 1,168 $ 31,228 291328 1,745 759 594 198 13,100 7,439 20,539 8,117 3,675 1,525 5,541 2,057 $ 78,842 $ 50,591 $ - $ 4,907 $ 1,804 $ - 4,904 4,904 $ 91811 $ 6,708 $ - $ 339,705 $ 199,295 $ - (Form G -2) ANNUAL FINANCIAL REPORT Form G -5 1979 1978 No. 2 No. 3 Total On -Sale No. 1 No. 2 No. 3 $ 31,398 $ 31,273 $ 119,552 $ 65,469 $ - $ 24,646 $ 29,437 15,977 17,263 90,088 55,284 18,123 16,681 3 61 985 463 211 311 4,576 5,022 20,344 11,436 4,018 4,890 1,419 1,239 5,890 3,877 892 1,121 394 431 7,241 4,908 372. 958 1,003 $ 53,767 $ 55,289 $ 244,100 $ 141,437 $ 372 $ 48,848 $ 53,443 $ 1,216 $ 36 $ 3,094 $ 1,307 $ - $ 484 $ 1,303 940 960 28,709 27,050 359 650 650 554 432 2,127 1,321 427 379 198 198 709 233 238 238 2,439 3,222 10,878 5,811 1,771 31296 5,869 6,553 20,549 6,750 6,796 7,003 1,093 1,057 2,265 1,415 499 351 1,482 2,002 2,554 903 792 859 $ 13,791 $ 14,460 $ 70,885 $ 44,790 $ 359 $ 11,657 $ 14,079 $ 1,539 $ 1,564 $ 3,864 $ 938 $ - $ 1,451 $ 1,475 2,940 2,940 $ 1,539 $ 1,564 $ 6,804 $ 3,878 $ - $ 1,451 $ 1,475 $ 69,097 $ 71,313 $ 321,789 $ 190,105 $ 731 $ 61,956 $ 68,997 CITY OF COLUMBIA NEIGHTS, MINNESOTA 64 RNNUAL FINANCIAL REPORT ?VNICIPAL LIAR FUND SCHEDULE OF FIXED ASSETS AND DEPRECIATION For the Year Ended December 31, 1979 Fixed Assets Balances Balances 1 -1 -79 Additions Disposals 12 -31 -79 On Sale /Lounge Store: Land $ 6,440 $ 3,170 $ - $ 9,610 Building 66,417 32,713 99,130 Parking area 8,335 - 8,335 Improvements other than buildings 27,430 10,627 38,057 Fixtures 30,182 5,756 35,938 Equipment: Store 13,284 - 13,284 Office 735 735 Total $152,823 $ 52,266 $ - $205,089 Off Sale No. 1 Store: (A) Land $ 3,170 $ - $ 3,170 $ - Building 32,713 32,713 Improvements other than buildings 10,627 10,627 Fixtures 5,756 5,756 Equipment: Store - - Office - - Total $ 52,266 $ - $ 52,266 $ - (A) Off Sale No. 1 Store fixed assets and related allowance for depreciation were transferred to On Sale /Lounge Store in 1979. I CITY OF COLUMBIA HEIGHTS, MINNESOTA 65 MNUAL FINANCIAL REPORT 1 1 1 Form G-6 $ 28,726 $ - $ I CITY OF COLUMBIA NEIGNTS, MINNESOTA $ 28,726 .. ANNUAL FINANCIAL REPORT Allowance for Depreciation Balances Depreciation Balances Net Asset 1 -1 -79 Taken Additions Deductions 12 -31 -79 Value $ - $ - $ - $ - $ - $ 9,610 31,040 1,951 15,393 48,384 50,746 1,320 417 - 1,737 6,598 21,045 1,379 7,577 30,001 8,056 26,362 969 5,756 33,587 2,351 5,692 1,004 6,696 6,583 350 84 434 301 $ 86,309 $ 5,804 $ 28,726 $ - $120,839 $ 84,250 15,393 15,393 7,577 7,577 5,756 5,756 $ 28,726 $ - $ I CITY OF COLUMBIA NEIGNTS, MINNESOTA $ 28,726 .. ANNUAL FINANCIAL REPORT . MNICIPAL LIQUOR FUND SCHEDULE OF FIXED ASSETS AND DEPRECIATION For the Year Ended December 31, 1979 Fixed Assets Balances Balances 1 -1 -79 Additions Disposals 12 -31 -79 Off Sale No. 2 Store: Land $ 2,765 $ - $ - $ 2,765 Building 27,637 27,637 LTrovenents other than buildings 7,331 2,'922 10,253 Fixtures 7,054 7,054 Equipment: Store 2,265 795 1,470 Office 404 404 Total $ 47,456 $ 2,922 $ 795 $ 49,583 Off Sale No. 3 Store: Land $ 4,360 $ - $ - $ 4,360 Building 42,623 42,623 Improvements other than buildings 4,698 1,947 6,645 Fixtures 14,791 14,791 Equipments Store 3,463 1,711 1,752 Office 236 236 Total $ 70,171 $ 1,947 $ 1,711 $ 70,407 Grand Totals $ 322,716 $57,135 $54,772 $ 325,079 CITY OF COLUMBIA HEIGHTS, MINNESOTA 67 ANNUAL FINANCIAL REPORT r Form G-6 r D r Allowance for Depreciation r Balances Depreciation Balances Net Assets 1 -1 -79 Taken Additions Deductions 12 -31 -79 Value $ $ $ - $ - $ - $ 2,765 r 7,876 553 8,429 19,208 3,911 339 4,250 6,003 r1,435 6,355 71 6,426 628 97 795 737 733 229 34 263 141 $ 19,806 $ 1,094 $ - $ 795 $ 20,105 $ 29,478 r $ - 13,513 $ - 872 $ - $ - $ - 14,385 $ 4,360 28,238 4,229 236 4,465 2,180 11,113 740 11,858 2,933 r1,826 172 (1,366) 632 1,120 154 22 176 60 r$ 30,840 $ 2,042 $ - $(1,366) $ 31,516 $ 38,891 $ 165,681 $ 8,940 $ 28,726 $30,887 $ 172,460 $ 152,619 (Form G-2) (Form G) (Form G) D rI CITY OF COLUMBIA NEIGRTS, MINNESOTA 68 ANNUAL FINANCIAL REPORT W= UTILITY FUND COMPARATIVE BALANCE SHEET Decennber 31, 1979 and 1978 ASSETS Current Assets: Cash - Treasurer's balance Investments (at cost) Accounts receivable: Unbilled services Special assessments: Current Delinquent Other Meter inventory (at cost) Total Current Assets Restricted Assets: Cash with fiscal agent General bond debt service: Cash - Treasurer's balanc Total Restricted Assets -- Fon H -6 Fixed Assets: Land Buildings Improvements other than buildings Machinery and equipment Total Less: Allowance for depreciation Net Fixed Assets -- Foam H -5 Total Assets 1979 $ 3,840 100,000 144,295 9,180 1,587 100 2,467 $ 25,875 e a 25,875 $ 45,223 208,787 2,160,893 106,636 2,521,_539 887,295 $ 1,634,244 $ 1,921,588 LIABILITIES, RESERVES, AND RETAINED EARNINGS Curren i hies: Accounts payable Accrued salaries payable Accrued social security/P.E.R.A. payable Due to other Governmental units Due to general obligation bonds of 1965 Total Current Liabilities (Payable from Restricted Assets): Matured bonds and interest payable Bonds payable - general obligation (due within one year) Total Current Liabilities Other Liabilities (less current portion above): Due to general obligation bonds of 1965 Total Liabilities Reserves: General debt service Contributions: Contributions from customers Contributions from federal grant Total Contributions Retained Earnings (Deficit) -- Foan H -1 Total Liabilities, Reserves $ 1,370 4,078 913 25,237 10,450 $ 42,048 25,875 $ 67,923 41,250 $ 109,173 $ 1,414,534 453,000 $ 1,867,534 $ (55,119) $ 1,921,588 Foam H 1978 $ 10,331 95,000 152,304 6,614 2,159 237 3,622 $ 2 7 (T,= $ 25,862 $ 25,498 $ 45,223 208,787 2,082,397 105,282 843,857 $ 1,597,832 $ 1,893,597 $ 9951 2,736 863 22,256 9,350 $ 36,200 25,862 25,000 $ 87,062 51,700 $ 138,762 $ (25,364) $ 1,336,039 453,000 T1,789,039 $ (8,840) $ 1,893,597 and Retained Earnings The notes to the financial statements are an integral part of this statement. CITY OF COLUMBIA NEIGHTS, MINNESOTA 69 ANNUAL FINANCIAL REPORT I'= UTILITY FUND COMPARATIVE STAT=,IT OF CHANGES IN RETAINED EARNINGS For the Years Ended December 31, 1979 and 1978 Retained Earnings (Deficit), January 1 Adjustments: Record portion of fixed assets provided by prior years operations excluding contributed capital Record prior years accumulated depreciation Retained Earnings (Deficit), Janaury 1, as adjusted Reclasify reserve for Sur -tax Tower construction (sur tax ended August, 1979) Add: Net ins for the year -- Form H -3 Total Balance and Additions Deduct: Net loss for the year -- Form H -3 Transfer to general obligation bonds: Garage bonds Transfer to water revenue bonds Adjust repayment schedule - Loan from S.S. Bonds 1965 Appropriation to Central Garage Fund - Permanent Total Deductions Retained Earnings (Deficit), December 31 -- Form H The notes to the financial statements are an integral part of this statement.' [CITY OF COLUMBIA NEIGHTS,`MINNESOTA 70 1979 $ (8,840) $ (8,840) 18,405 $ 9,565 23,775 15,000 25,909 Form H -1 1978 $ (48,927) 650,871 (800,490) $(198,546) 214,609 10,621 $ 26,684 15,000 16,800 549 3,175 $ 64,684 $ 35,524 9 (5S _11 Al S (S2 _ PA01 ANNUAL FINANCIAL REPORT M Form H -2 WATER UTILITY FUND STATI12ENT OF CHANGES IN CUSTMER'S CONTRIBUTION For the Fiscal Year Ended December 31, 1979 Balance - January 1, 1978 $ - Adjustments: Record protion of fixed assets provided by prior years special assessments 1,326,732 Fixed assets provided by special assessments during 1978 9,307 Balance - December 31, 1978 as adjusted $ 1,336,039 Add: Fixed assets provided by special assessments during 1979 78,495 Balance - December 31, 1979 -- Form H $ 1,414,534 WATER UTILI'T'Y FUND STATII= OF (RANGES IN FEDERAL GRANT CONTRIBUTION For the Fiscal Year Ended Decemmber 31, 1979 Balance - January 1, 1978 Adjustments: Record protion of fixed assets provided by prior years Federal Grant Balance - December 31, 1978 as adjusted No Change in 1979 Balance - December 31, 1979 -- Form H The notes to the financial statements are an integral part of this statement. CITY OF COLUMBIA BEIGHTS, MINNESOTA 453,000 $ 453,000 $ 453,000 R 71 ANNUAL FINANCIAL REPORT =R UTILITY FUND COMPARATIVE STATE6'ZNT CF REVENUE AND EXPENSE For the Years Ended December 31, 1979 and 1978 Operating Revenues: Water sales Hydrant rental Meter sales (less cost of sales) Customer service Penalties Total Operating Revenue Operating Expenses: Source of supply Distribution: Personal services Other services and charges Supplies Administration & General: Personal services Other services and charges Supplies Total Operating Expenses Net Operating Income Before Depreciation Less: Depreciation -- Form H -5 Net Operating Income (Loss) Add: Non - operating income: Interest earnings Investment Trust Fund Certification delinquent utility bills Miscellaneous Total Non - operating Income Deduct: Non - operating expense: Interest expense (bonds and loan) Net Income (Loss) -- Form H -1 The notes to the financial statements are an integral part of this statement. [CITY OF COLUMBIA HEIGHTS, MINNESOTA 72 1979 $ 478,392 500 1,176 825 2,968 $ 483,861 115,821 26,836 17,155 13,093 11,542 1,045 $ 474,364 $ 9,497 43,437 $ (33, 940) $ 9,455 1,197 1,864 $ 12,516 2,351 r i)2 "77MN Form H -3. 1978 $ 486,984 500 254 2,378 2,644 $ 492,760 $ 277,812 102,981 25,410 19,335 11,853 10,969 $ 448,676 $ 44,084 43,367 $ 717 $ 6,580 886 4,409 $ 11,875 1,971 $ 10,621 ANNUAL FINANCIAL REPORT WATER UTILITY FUND COMPARATIVE STATEMENT OF CHANGES IN FINANCIAL POSITION For the Years Ended December 31, 1979 and 1978 1979 Form H -4 1978 Source of Working Capital: Operations: Net income (loss) -- Form H -3 $ (23,775) $ 10,621 Water tower sur -tax 18,405 48,602 Items not requiring (providing) working capital: Depreciation -- Form H -5 43,437 43,367 Workinq Capital Provided by Operations $ 19,662 $ 53,988 Contributions from customers 78,496 9,307 Total Sources of Working Capital $ 116,563 $ 111,897 Uses of Working capital: Transfer to water debt service fund $ 25,909 $ 16,800 Transfer to garage debt service fund 15,000 15,000 Appropiation to central garage fund 3,175 Adjust repayment schedule - Loan from S.S. Bonds 1965 549 Acquisition of fixed assets -- Form H -5 1,354 1,779 Reduction in amount due other funds 79,850 11,086 Total Uses of Working Capital $ 131,209 $ 55,960 Net Increase (Decrease) in Working Capital $ (14,646) $ 55,937 Elements of Net Increase (Decrease) in Working Capital: Cash $ (6,491) Accounts receivable (6,152) Investments 5,000 Inventory (1,555) Prepaid expense Accounts payable (4,748) Due to other funds (11100) Net Increase (Decrease) in Working Capital $ (14,646) The notes to the financial statements are an integral part of this statement. .CITY OF COLUMBIA HEIGHTS, MINNESOTA 73 $ 9,935 25,254 17,000 (193) (549) 8,890 (4,400) $ 55,937 MNUAL . FINANCIAL REPORT UATER UTILITY FUND SCHEDULE CF FIXED ASSETS AND DEPRECIATION For the Year Ended December 31, 1979 CITY OF COLUMBIA HEIGHTS, MINNESOTA 74 ANNUAL FINANCIAL REPORT Fixed Assets Balances Balances 1 -1 -79 Additions Transfers 12 -31 -79 Land $ 45,223 $ - $ - $ 45,223 Buildings 208,787 208,787 Improvements Other than Buildings 2,082,397 78,496 2,160,893 Machinery and Equipment 102,563 1,354 103,917 Office Furniture and Equipment 2,719 2,719 Grand Totals $ 2,441,689 $79,850 $ - $ 2,521,539 (Form H -4) (Form H CITY OF COLUMBIA HEIGHTS, MINNESOTA 74 ANNUAL FINANCIAL REPORT Form H -5 1 Balances Depreciation Balances Net Assets 1 -1 -79 Taken Deductions 12 -31 -79 Value $ 1 - $ - $ - $ - $ 45,223 28,811 6,679 35,490 173,297 743,908 30,070 773,978 1,386,915 68,850. 6,587 75,437 28,480 2,289 101 2,390 329 $ 843,858 $ 43,437 $ - (Form H -3) $ 887,295 (Form H) $ 1,634,244 (Form H) . 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA 7 S ANNUAL FINANCIAL REPORT I 1 1 1 1 I 1 1 Form H -6 WATER UTILITY FUND SCHEDULE OF CHANCES IN ASSETS RESTRICTED FOR COMRAL BOND DEBT SERVICE For the Year Ended December 31, 1979 CITY OF COLUMBIA NEIGHTS, MINNESOTA 76 ANNUAL FINANCIAL REPORT Cash General with Bond Fiscal Debt Total Agent Service Cash Balance, January 1, 1979 $ 25,498 $ 25,862 $ (364) Cash Receipts: Transfer from operating cash 25,909 25,909 Interest earnings 365 365 Transfer from General Bond Debt Service cash 25,875 25,875 Total Cash Available $ 77,647 $ 51,737 $ 25,910 Cash Disbursements: Principal payments $ 25,000 $ 25,000 $ - Interest payments 862 862 Fiscal agents' fees 35 35 Transfer to fiscal agent 25,875 25,875 Total Disbursements $ 51,772 $ 25,862 $ 25,910 Total Restricted Assets, December 31, 1979 $ 25,875 $ 25,875 $ - (Form H CITY OF COLUMBIA NEIGHTS, MINNESOTA 76 ANNUAL FINANCIAL REPORT Form I SM,MR UTILITY FUND CCMPARATIVE BAIANCE SHEEP December 31, 1979 and 1978 ASSN 1979 1978 Current Assets: Cash - Treasurer's balance $ 11,242 $ 315 Investments (at cost) -- Form A -3 Accounts payable 7,450 $ 228 7,450 Accounts receivable: 863 Accrued social security/P.E.R.A. payable 1,000 426 Unbilled services 44,000 83,285 Total Current Liabilities 76,916 Other Deferred Credits: 987 Revaluation gain: Due from Metropolitan Waste Control C=Tdssion Interceptor acquisition by Metropolitan operating cost adjustment 1978 and 1977 $ 312,457 17,502 Contributions fram custamers 38,445 Total Current Assets $ 120,466 $ 123,126 Deferred Assets: Retained Earnings $2,041,673 $2,061,433 Due from Metropolitan Waste Control Cutgmission: Reserve capacity $ 33,953 $ 35,183 Interceptor acquisition contract 312,457 293,722 Total Deferred Assets $ 346,410 $ 328,905 Fixed Assets: Land $ 36,586 $ 36,586 Buildings 24,054 24,054 Improvements other than buildings 2,299,298 2,277,949 Diachinery and equipment 171,263 168,257 Total $2,531,201 $2,506,846 Less: Allowance for depreciation 956,404 897,444 Net Fixed Assets -- Form H -6 $1,574,797 $1,609,402 Total Assets $2,041,673 $2,061,433 LIABILITIES, RESERVES, AND =AIIVF•D EARNINGS Current Liabilities: Accounts payable $ 358 $ 228 Accrued salaries payable 2,070 863 Accrued social security/P.E.R.A. payable 1,000 426 Due to Bonds of 1976 Fund 44,000 28,500 Total Current Liabilities $ 47,428 $ 30,017 Deferred Credits: Revaluation gain: Interceptor acquisition by Metropolitan Waste Control Commission $ 312,457 $ 293,722 Contributions fram custamers $1,886,315 $1,864,966 Retained Earnings (deficit) -- Form H -1 $ (204,527) $ (127,272) Total Liabilities, Reserves, and Retained Earnings $2,041,673 $2,061,433 The notes to the financial statements are an integral part of this statement. CITY OF COLUMBIA MEI@HTS, MINNESOTA 77 ANNUAL FINANCIAL REPORT SEWER UTILITY FUND COMPARATIVE STA'I'EPENIP OF CHANGES IN RMAINFD EAP.�L GS For the Years Ended Decer)er 31, 1979 and 1978 Retained Earnings, Januar<7 1 Adjustments: Record portion of Fixed Assets provided by prior years operations excluding Contributed Capital Record prior years accumulated depreciation Retained Earnings (deficit), January 1, as adjusted Add: Net income for the year -- Form H -3 Total Balance and Additions Deduct: Net loss for the year — Form H -3 Appropriations to Capital Projects: Fifth street storm sewer Storm sewer projects Central Ave. urbanization Transfer to debt services funds Appropriation to Central Garage Fund Total Deductions Retained Earnings (deficit), December 31 -- Form H The notes to the financial statements are an integral part of this statement. CITY OF COLUMBIA HEIGHTS, MINNESOTA 78 1979 $ (127,272) Form I -1 1978 $ 125,735 640,225 (838,186) $ (127,272) $ (72,226) 47,278 $ (127,272) $ (24,948) $ 43,936 $ - 11,210 3,269 21,749 36,125 30,000 30,000 3,240 $ 77,255 $ 102,324 $ (204,527) $ (127,272) ANNUAL FINANCIAL REPORT SINNER UTILITY FUND STATEr= OF CHANCES D4 CUST01,1ER° S 001URIBUTION For the Fiscal Year Ended December 31, 1979 Balance - January 1, 1978 Adjustments: Record portion of Fixed Assets provided by prior years special assessments Fixed Assets provided by special assessments during 1978 Balance - December 31, 1978 as adjusted Add: Fixed Assets provided by special assessments during 1979 Balance - December 31, 1979 — Form I The notes to the financial statements are an integral part of this statement. .CITY OF COLUMBIA HEIGHTS, MINNESOTA 79 Form I -2 S $ 1,834,699 30,267 $ 1,864,966 21,349 00-1 11 rz ANNUAL FINANCIAL REPORT •Foam I -3 CUIPARATIVE STATEMENT OF REVENUE AND EXPENSE For the Years Ended December 31, 1979 and 1978 Total Operating Expenses $ 490,259 $ 415,747 Net Operating Inca e Before Depreciation $ 90 $ 74,956 Less: Depreciation -- Form I -5 58,960 59,258 Net Operating Income (Loss) $ (58,870) $ 15,698 Add: Non - operating Income: Interest Earnings - Investment Trust Fund $ 360 $ 180 14etro Waste Control Commission Interest on deferred current value credit 12,874 8,921 Interest on reserve capacity deferred charges 1,126 1,298 Other Miscellaneous 2,234 3,304 Reimbursement from Fridley S.S. Project No. 12 17,877 Total Non - Operating Income $ 16,594 $ 31,580 Deduct: Non - Operating Income: Interest Expense 1,710 Net Income (Loss) -- Form I -1 $ (43,986) $ 47,278 The rotes to the financial statements are an integral pa--t of this statement CITY OF COLUMBIA HEIGHTS, MINNESOTA 80 ANNUAL FINANCIAL REPORT 1979 1978 Operating Revenues: Sewer service charges - general customers and interdepartmental $ 486,061 $ 485,861 Refunds and Reimbursements: Metropolitan Waste Control Commission: Interceptor maintenance 2,886 2,886 S.A.C. charge refund 1,402 1,956 Total Operating Revenues $ 490,349 $ 490,703 Operating Expenses: Disposal - Metro Waste Control Commission $ 337,505 $ 302,683 Add (Deduct) experience adjustment for prior years (17,502) (38,445) Net Disposal Charges T320,003 $ 264,238 Collections: Personal services 92,565 89,745 other services and charges 38,483 20,555 Supplies 17,802 19,792 Administration: Personal services 12,380 12,346 Other services and charges 8,535 81919 Supplies 491 152 Total Operating Expenses $ 490,259 $ 415,747 Net Operating Inca e Before Depreciation $ 90 $ 74,956 Less: Depreciation -- Form I -5 58,960 59,258 Net Operating Income (Loss) $ (58,870) $ 15,698 Add: Non - operating Income: Interest Earnings - Investment Trust Fund $ 360 $ 180 14etro Waste Control Commission Interest on deferred current value credit 12,874 8,921 Interest on reserve capacity deferred charges 1,126 1,298 Other Miscellaneous 2,234 3,304 Reimbursement from Fridley S.S. Project No. 12 17,877 Total Non - Operating Income $ 16,594 $ 31,580 Deduct: Non - Operating Income: Interest Expense 1,710 Net Income (Loss) -- Form I -1 $ (43,986) $ 47,278 The rotes to the financial statements are an integral pa--t of this statement CITY OF COLUMBIA HEIGHTS, MINNESOTA 80 ANNUAL FINANCIAL REPORT F F D D Ul Form I -4 SEWER UTIL2'I'Y FUND CIDIVARATIVE STA- 1ENT OF CHANGES I*d FINANCIAL POSITION For the Years Ended December 31, 1979 and 1978 1979 1978 Source of 'Working_ Capital: Operations: Net income (loss) -- Form I -3 $ (43,986) $ 47,278 Items not requiring (providing) working capital: Depreciation - Form, I -5 58,960 59,258 lbrking Capital Provided fran Operations $ 14,974 $ 106,536 Metropolitan Waste Control Ccrm fission: Decrease in long -term contract receivable 9,398 13,351 Increase in deferred credit- revaluation 11-ICC 28,133 Decrease in deferred receivable - Reserve Caracity change 1,230 1,647 Total 'Metropolitan 'Waste Control CaTu. ssion 8 38,761 $ 14,998 Contributions from customers 21,349 7 30,267 Total. Sources of .-Working Capital $ 75,084 $ 151,801 Uses of Working Capital: Decrease in deferred credit - revaluation gain on sale of fixed assets $ 9,398 $ 13,351 Increase in long -terra contract receivable T,1gCC 28,133 Appropriation to Capital Projects: Fifth street storm sewer 11,210 Storm sewer projects 3,269 21,749 Central Ave. urbanization 36,125 Transfer to debt services funds 30,000 30,000 Appropriation to Central Garage Fund 3,240 Additions to fixed assets -- Form I -5 24,355 31,922 Total uses of Working Capital $ 95,155 $ 147,597 Net Increase (Decrease) in Working Capital (20,071) 4,204 Elements of'Net Increase (Decrease) in Working Capital: Cash $ 10,927 $ (272) Investments (11, 000) Accounts receivable 7,356 87 Accounts pavable (11911) 671 Due to Bonds of 1976 Fund (15,500) (28,500) Due frcm/to Metro Waste Control Cumssion (20,943) 43,218 Net Increase (Decrease) in Working Capital $ (20,071) $ 4,204 The notes to the financial statements are an integral part of this statement. 1 I CITY OF COLUMBIA !!EIGHTS, MINNESOTA 81 . ANNUAL FINANCIAL REPORT SEWER UTILITY FUND SCHEDULE OF FIXED ASSETS AND DEPRECIATION For the Year Ended December 31, 1979 Fixed Assets Balances Balances 1 -1 -79 Additions Transfers 12 -31 -79 Land $ 36,586 $ - $ - $ 36,586 Buildings 24,054 24,054 Improvements Other than Buildings 2,277,949 21,349 2,299,298 Machinery and Equipment 166,695 3,006 169,701 Office Furniture and Equipment 1,562 1,562 Grand Total $ 2,506,846 $ 24,355 $ - $ 2,531,201 (Form I -4) (Form I) LITV OF COLUMBIA NEIGHTS, MINNESOTA 82 ANNUAL FINANCIAL REPORT Form I -5 Balances Depreciation Balances Net Asset 1 -1 -79 Taken Deductions 12 -31 -79 Value $ - $ - $ - $ - $ 36,586 6,836 601 7,437 16,617 781,761 45,986 827,747 1,471,551 107,677 12,309 119,986 49,715 1,170 64 1,234 328 $ 897,444 $ 58,960 $ - $ 956,404 $ 1,574,797 (Form I -3) (Form I) (Form I) .CITY OF COLUMBIA MEI6IITS, MINNESOTA 83 ANNUAL FINANCIAL REPORT HE CITX OF COLUM IA HEIGHTS, MINNESOTA NNUA TINA�1 CIAL 9EPSRT ER iNDED IJECEMBER 1, 1979 INTERNAL SERVICE FUND The Central Garage Fund is a self sustaining fund providing service to other departments within the city and for which user fees are paid by the using department. This fund was established in 1977. TABLE OF CONTENTS Central Garage Fund: Page Comparative Balance Sheet Form J 84 Comparative Statement of Changes in Retained Earnings Form J -1 85 Comparative Statement of Changes in Municipalities Contribution Form J -1 85 Comparative Statement of Revenue and Expense Form J -2 86 Comparative Statement of Changes in Financial Position Form J -3 87 Schedule of Fixed Assets and Depreciation Form J -4 88 The notes to the financial statements are an integral part, of these statements. 1 Form J CENTRAL GARAGE FUND COMPARATIVE BALANCE SHEET December 31, 1979 and 1978 ASSETS 1979 1978 Current Assets: Cash - Treasurer's balance $ 6,593 $ 2,979 Accounts receivable 19 108 Inventory (at cost): Material and supplies 42,971 29,440 Total Current Assets $49,583 $ 32,527 Fixed Assets: Office furniture and equipment $ 741 $ 581 Machinery and equipment 63,912 61,984 Total $64,653 $ 62,565 Less: Allowance for depreciation 34,839 29,945 Net Fixed Assets -- Form J -4 $29,814 $ 32,620 Total Assets $79,397 $ 65,147 LIABILITIES, CONTRIBUTIONS, AND RETAINED EARNINGS Current Liabilities: Accounts payable $ 4,358 $ 724 Accrued salaries payable 1,512 1,222 Accrued social security /P.E.R.A. payable 692 390 Due to other funds 8,000 - Total Current Liabilities $14,562 $ 2,336 Contributions: Municipality's contribution -- Form J -1 $94,653 $ 92,565 Retained Earnings (deficit) -- Form J -1 $(29,818) $(29,754) Total Liabilities, Contributions, and Retained Earnings (Deficit) $79,397 $65,147 The notes to the financial statements are an integral part of this statement. CITY OF COLUMBIA HEIGHTS, MINNESOTA 84 ANNUAL FINANCIAL REPORT Form J -1 CENTRAL GARAGE FUND COMPARATIVE STATEMENT OF CHANGES IN RETAINED EARNINGS For the Years Ended December 31, 1979 and 1978 Retained earnings (Deficit) - January 1 Adjustments: Record prior years accululated depreciation Retained Earnings (Deficit) - January 1, as adjusted Net Income (Loss) -- Form J -2 Retained Earnings (Deficit) - December 31 -- Form J The notes to the financial statements are an integral part of this statement. 1979 1978 $ (29,754) $ 1,003 (25,066) (29,754) (24,063) (64) (.5,691) $ (29,818) $(29,754) CENTRAL GARAGE FUND COMPARATIVE STATEMENT OF CHANGES IN MUNICIPALITY'S CONTRIBUTION For the Years Ended December 31, 1979 and 1978 Balance - January 1 Adjustments: Record fixed assets provided by prior year contributions Balance - January 1, as adjusted Contributions from user funds Balance - December 31, -- Form J The notes to the financial statements are an integral part of this statement. I CITY OF COLUMBIA HEIGHTS, MINNESOTA 1979 1978 $ 92,565 $ 22,000 62,565 92,565 84,565 2,088 8,000 $ 94,653 $ 92,565 85 ANNUAL FINANCIAL REPORT CENTRAL GARAGE FUND COMPARATIVE STATEMENT OF REVENUE AND EXPENSE For the Years Ended December 31, 1979 and 1978 Billing to Departments Operating Expense: Mechanics labor Other services and charges Supplies Contractural services Total Operating Expense Net Operating Income (Loss) before Depreciation Less: Depreciation -- Form J -4 Net Operating Income (Loss) Non - Operating Revenue: Sale of materials Net Income (Loss) -- Form J -1 The notes to the financial statements are an integral part of this statement. CITY Of COLUMBIA HEIGHTS, MINNESOTA 86 Form J -2 1979 1978 $ 115,767 $ 100,944 71,783 64,875 26,419 20,786 7,817 11,274 5,209 4,942 $ 111,228 $ 101,877 $ 4,539 $ (93 3) 4,894 4,879 $ (355) $ (5,812) 291 121 $ (64) $ (5,691) ANNUAL FINANCIAL REPORT Form J -.3 CENTRAL GARAGE FUND COMPARATIVE STATEMENT OF CHANGES IN FINANCIAL POSITION For the Years Ended December 31, 1979 and 1978 Sources of Working Capital: Operations: Net income (loss) -- Form J -2 Items not requiring (providing) working capital: Depreciation -- Form J -4 Working Capital Provided by Operations Contributions Total Sources of Working Capital Uses of Working Capital: Operations: Net loss -- Form J -2 Items not requiring (providing) working capital: Depreciation -- Form J -4 Working Capital Required by Operations Acquisition of fixed assets -- Form J -4 Total Uses of Working Capital Net Increase (Decrease) in Working Capital Elements of Net Increase (Decrease) in Working Capital: Cash Accounts receivable Inventory Accounts payable Due to other funds Net Increase (Decrease) in Working Capital: The notes to the financial statements-are an integral part of this statement. CITY OF COLUMBIA NEIGIITS, MINNESOTA 87 1979 1978 $ (64) $ - 4,894 $ 4,830 $. - 2,088 8,000 $ 6,918 $ 8,000 $ - $ 5,691 (4,879) $ - $ 812 2,088 - $ 2,088 $ 812 $ 4,830 $ 7,188 $ 3,615 $ 2,920 (89) 100 13,530 2,095 (4,226) 2,073 (8,000) $ 4,830 $ 7,188 ANNUAL FINANCIAL REPORT Office Furniture and Equipment $ 581 $ 160 $ 741 co Machinery and Equipment 61,984 1,928 63,912 Total $62,565 $ 2,088 $ 64,653 (Form J -1) (Form J) z c a r z a z n s r rn 0 m $ 581 $ 8 $ 589 $ 152 29,364 4,886 34,250 29,662 $ 29,945 $ 4,894 $ 34,839 $ 29,814 (Form J -2) (Form J) (Form J) 0 5 C4 i n A O r C 3 ao s r=w CENTRAL GARAGE FUND 3C4 SCHEDULE OF FIXED ASSETS AND DEPRECIATION For the Year Ended December 31, 1979 z z N O Fixed Assets Allowance for Depreciation Balances Balances Balances Depreciation Balances Net Asset 1 -1 -79 Additions 12 -31 -79 1 -1 -79 Taken 12 -31 -79 Value Office Furniture and Equipment $ 581 $ 160 $ 741 co Machinery and Equipment 61,984 1,928 63,912 Total $62,565 $ 2,088 $ 64,653 (Form J -1) (Form J) z c a r z a z n s r rn 0 m $ 581 $ 8 $ 589 $ 152 29,364 4,886 34,250 29,662 $ 29,945 $ 4,894 $ 34,839 $ 29,814 (Form J -2) (Form J) (Form J) 0 5 C4 i t HE CITX OF COLUM$IA HEIGHTS, MINNESOTA NNUAj� tINA CIAL EPQRT EAR tNDED �ECEMBER 31, 1979 TRUST AND AGENCY FUNDS The Trust and Agency Funds of the city are primarily agency funds which account for the collection of receipts for other agencies, such as State of Minnesota building permit surcharges, Metropolitan Waste Control Commission S.A.C. charges, state -share insurance tax: etc. The agency funds, when collected, are then remitted to the proper agency. TABLE OF CONTENTS Page Combining Balance Sheet Form K 89 Combining Statement of Cash Receipts and Disbursements Form K -1 90 The notes to the financial statements are an integral part of these statements. TRUST AND AGENCY FUNDS COMBINING BALANCE SHEET December 31, 1979 Total ASSETS' Current Assets: Cash - Treasurer's balance (deficit) $ (40,627) Investments (at cost) 80,000 Accounts receivable 500 Accrued interest receivable 43,196 Total Assets $ 83,069 LIABILITIES Current Liabilities: State taxes withheld - payable $ 15,769 FICA taxes withheld - payable 15,750 Deposits 51,550 Total Liabilities $ 83,069 The notes to the financial statements are an integral part of this statement. Investment $ (43,196) 43,196 Form K Escrow $ 2,569 80,000 500 $ 83,069 1 $ 15,769 15,750 51,550 $ 83,069 CITY OF COLUMBIA HEIGHTS, MINNESOTA 89 ANNUAL FINANCIAL REPORT 1 Form K -1 TRUST AND AGENCY FUNDS COMBINED STATEMENT OF CASH RECEIPTS AND DISBURSEMENTS For the Year Ended December 31, 1979 Permit Surcharge Investment And S.A.C. Total Trust Escrow Charges Cash - Treasurer's Balance January 1, 1979 $ (18,775) $ (20,991) $ 2,216 $ - Less: Investments allocated from other funds (2,095,040) (2,095,040) Balance $ (2,113,815) $(2,116,031) $ 2,216 $ - Receipts: Interest on investments $ 166,471 $ 166,471 $ - $ Purchased interest received 46 46 Sale of investments 2,278,012 2,252,012 26,000 Deferred payment - withholding taxes 129,520 129,520+ Permit Surcharges collected 2,182 2,182 S.A.C. charges collected 12,622 12,622 Deposits received 50,600 50,600 Total Receipts $ 2,639,453 $ 2,418,529 $ 206,120 $14,804 Total Cash Available $ 525,638 $ 302,498 $ 208,336 $14,804 Disbursements: Refund deposit $ 550 $ $ 550 $ Purchase interest 1,341 1,341 Interest allocated to other funds 181,797 181,797 Purchase of investments 2,580,000 2,500,000 80,000 Remittance of withholding taxes 125,217 125,217 Remittance of licenses and fees to state 2,182 2,182 Remittance of S.A.C. charge to Metro waste Control Commission 12,622 12,622 Total Disbursements $ 2,903,709 $ 2,683,138 $ 205,767 $14,804 Balance $ (2,378,071) $(2,36U,b4U) > Z,Sb`J Z? - Add: Investments allocated to other funds $ 2,337,444 $ 2,337,444 $ - - $ - Cash - Treasurer's Balance December 31, 1979 -- Form K $ (40,627) $ (43,196) $ 2,569 $ CITY OF COLUMBIA HEIGHTS, MINNESOTA 90 ANNUAL FINANCIAL REPORT HE CITX OF COLUM IA HEIGHTS, MINNESOTA NNUA TINA CIAL KEPQQRT EAR kNDED �ECEMBER S1, 1979 GENERAL FIXED ASSETS GROUP OF ACCOUNTS TABLE OF CONTENTS Statement of General Fixed Assets Form L The notes to the financial statements are an integral part of this statement. - ( V Page 91 STATEMENT OF GENERAL FIXED.ASSETS December 31, 1979 General Fixed Assets: Land Buildings Improvements other than buildings Office furniture and equipment Machinery and equipment Total - Form A Investment in General Fixed Assets: General obiligation bonds: Library bonds of 1966 Municipal building bonds of 1959 Park bonds of 1962 City garage bonds of 1972 Capital improvement bonds of 1976 Total General Obligation bonds Grants: Federal E.D.A. and H.U.D. State Total Grants Revenue Sharing: Federal Anoka County Total Revenue Sharing Balance from current revenues and contributions Total Investments in General Fixed Assets The notes to the financial statements are an integral part of this statement. CITY OF COLUMBIA NEIGIITS, MINNESOTA 91 Form L $ 3,055,657 2,672,299 126,584 618,780 872,369 $ 7,345,689 $ 90,000 150,000 325,000 510,000 929.475 $ 2,004,475 $ 526,290 116,715 $ 643,005 $ 1,029,150 51,550 $ 1,080,700 $ 3,617,509 $ 7,345,689 ANNUAL FINANCIAL REPORT HE CITE( OF COLUM$IA HEIGHTS, MINNESOTA NNUAk rTINA�j CIAL EP RT EAR NDED 1JECEMBER 31, 1979 GENERIL L DEBT GROUP OF ICCOUNTS TABLE OF CONTENTS Statement of.General Long -Term Debt The notes to the financial statements are an integral part of this statement. Page Form M 92 V Form M STATEMENT OF GENERAL LONG -TERM DEBT December 31, 1979 AMOUNT AVAILABLE AND TO BE PROVIDED FOR THE PAYMENT OF GENERAL LONG -TERM DEBT Amount available in debt service funds $ 418,865 Amount to be provided by future tax levies 911,135 Total Available and to be Provided $1,330,000 GENERAL LONG -TERM DEBT PAYABLE General obligation bonds payable $1,330,000 In addition to the long -term debt exhibited in this statement, the City of Columbia Heights has a contingent liability against its full faith and credit on $105,000 of special assessment bonds recorded in the Special Assessment Funds. The general credit of the municipality is obligated only to the extent that liens foreclosed against properties involved in the special assessment district are insufficient to retire outstanding bonds. CITY OF COLUMBIA HEIGHTS, MINNESOTA 92 ANNUAL FINANCIAL REPORT 1 r f L 1 L I I C 1 r 1 n I HE CIT�INABCIAL OF COLUM IA HEIGHTS, MINNESOTA NNUA EP RT EAR kNDED ECEMBER 1, 1979 STATISTICIL SECTIOX TABLE OF CONTENTS Assessed Value and Market Value of all Taxable Property Table Tax Rates Table City Tax Levy Table Tax Levies and Tax Collections Table Special Assessment Collections Table Revenues - Other than Property Taxes 99 and Special Assessments ' Table Expenditures for Selected Functions Table Statement of Legal Debt Margin Table Summary of Debt Service Requirements to Maturity Table Combining Schedule of Bonds Payable Table Schedule of Investments Table Schedule of Cash and Security for Deposit Table Schedule of Insurance in Force Table Principal City Officials and Surety Bonds Table Miscellaneous Statistical Facts Table Page 1 93 II 95 III 96 IV 97 V 97 VI 99 V11 99 VIII 100 1X 101 X 103 XI 105 X1 107 XIII 109 X I V 111 XV 112 ASSESSED VALUE AND MARKET VALUE OF ALL TAXABLE PROPERTY LEVY YEARS 1972 THROUGH 1979 Population Real Property Assessed value Area -wide allocation: Contribution Distribution Market value Personal Property Assessed value Market - commercial Total Real and Personal Property Assessed value Market value Ratio of Total Assessed Value to Total Market value Per Capita Valuations Assessed value Market value [.CITY OF COLUMBIA HEIGHTS, MINNESOTA 1972 1973 1974 24,079 24,079 23,503 $ 53,793,085 $ 56,287,399 $ 57,049,639 $ 155,846,893 $162,253,840 $164,040,324 $ 1,279,733 $ 1,278,820 $ 1,294,472 $ 2,975,380 $ 2,973,256 $ 3,010,400 $ 55,072,818 $ 57,566,219 $ 58,344,111 $ 158,822,273 $165,227,096 $167,050,724 :3467 :3484 ' :3492 $ 2,287 $ 2,391 $ 2,482 $ 6,596 $ 6,862 $ 7,108 93 ANNUAL FINANCIAL REPORT r Table 2 :3569 1975 (1) :3233 1976 :2629 1977 3,157 1978 3,504 1979 $ 7,901 $ 23,316 10,139 22,324 $ 13,693 21,890 21,300 21,270 $ 62,748,967 $ 67,746,917 $ 68,981,490 $ 71,601,406 $ 73,741,181 $ (850,697) $ (850,697) $ (1,085,236) $ (1,491,381) $ (2,000,000) $ 2,619,939 $ 2,355,131 $ 2,641,684 $ 3,311,002 $ 3,600,027 $181,360,401 $ 198,140,355 $ 219,125,884 $248,901,043 $288,414,300 $ 1,230,101 $ 1,220,899 $ 1,213,202 $ 1,221,501 $ 1,218,792 $ 2,860,700 $ 2,839,300 $ 2,821,400 $ 2,840,700 $ 2,834,400 $ 65,748,310 $ 70,472,250 $ 71,751,140 $ 74,642,528 .$ 76,560,000 $184,221,101 $ 200,979,655 $ 221,947,284 $251,741,743 $291,248,700 :3569 :3506 :3233 :2965 :2629 $ 2,820 3,157 3,279 3,504 3,599 $ 7,901 $ 9,003 $ 10,139 $ 11,819 $ 13,693 (1) 1975 and subsequent, property values include net amount allocated pursuant to the "fiscal disparities law ", Laws 1971 Extra Session, Chapter 24, from area -wide (metropolitan) "pool ". CITY OF COLUMBIA NEIGIITS, MINNESOTA 94 ANNUAL FINANCIAL REPORT Table II, TAX RATES FEARS 1970 THROUGH 1979 Fiscal Metro Year City School County Council Other (B) Total 1970 65.08 209.33 63.05 1.41 338.87 1971 66.77 211.08 62.78 1.43 342.06 1972 66.59 162.66 .67.59 5.01 301.85 1973 20.14 49.88 19.81 1.79 .74 92.36 (A) 1974 20.10 53.49 18.47 2.52 .99 95.54 1975 22.40 54.12 19.96 4.42 .60 101.50 1976 21.75 49.16 19.73 2.73 .69 94.06 1977 20.41 47.26 19.84 3.00 .61 91.12 1978 22.13 46.53 22.02 2.73 .59 94.00 1979 21.847 45.036 21.913 2.652 .923 92.371 (A) Determination of assessed valuation calculation changed by state law enacted in 1971, Extra Session, Chapter 31, as amended (B) Rice Creek Watershed and 1/3 mill for the Housing and Redevelopment Authority CITY OF COLUMBIA HEIGHTS, MINNESOTA 95 ANNUAL FINANCIAL REPORT Table III CITY TAX LEVY YEARS 1970 THROUGH .1979 (A) All for Storm Sewer Construction except 1976 the $100,000 is for settlement of Sullivan Lake law suit. (B) In 1979 Civil Defense Fund became a part of the General Fund. LCITY OF COLUMBIA HEIGHTS, MINNESOTA 96 ANNUAL FINANCIAL REPORT City Bonds Fiscal Levy General Police Fire Civil and Year Total Fund Relief Relief Defense(B) Interest Other (A) 1970 $ 935,177 $ 822,177 $ 22,500 $ 22,500 $ 3,000 $ 55,000 $ 10,000 1971 1,134,670 972,960 30,150 24,000 11,000 81,560 15,000 1972 1,105,517 846,967 50,000 30,000 11,000 152,550 15,000 1973 1,120,000 874,115 67,000 36,085 10,600 117,200 15,000 1974 1,156,540. 899,045 67,000 42,700 17,000 115,795 15,000 1975 1,331,715. 1,101,925 65,850 46,000 4,000 113,940 1976 1,429,510 896,270 66,000 47,000 20,240 300,000 100,000 1977 1,441,044 1,069,044 66,300 47,000 35,700 223,000 1978 1,583,156 1,188,556 78,500 47,000 8,600 260,500 1979 1,631,608 1,261,108 78,500 47,000 245,000 (A) All for Storm Sewer Construction except 1976 the $100,000 is for settlement of Sullivan Lake law suit. (B) In 1979 Civil Defense Fund became a part of the General Fund. LCITY OF COLUMBIA HEIGHTS, MINNESOTA 96 ANNUAL FINANCIAL REPORT TAX LEVIES AND TAX COLLECTIONS Years 1974 Through 1979 * Tax levy has been adjusted by the 45% forgiveness (property tax replacement) which is a revenue from other agencies and has been incorporated into Table VI SPECIAL ASSESSMENT COLLECTIONS Years 1975 Through 1979 Collections Percentage Collection Current Special Current Collected of Current of Levy of Prior During Fiscal Period During Fiscal Period Years Taxes Collected Year's Taxes Year Total Tax During Fiscal During Fiscal During Fiscal Total Collected Levy* Period Period Period Collections 1978 1974 $ 874,954 $ 863,795 98.7 $ 10,136 $ 873,931 1975 1,022,810 995,242 97.3 16.563 1,011,805 1976 1,139,340 1,117,070 98.0 18,377 1,135,447 1977 1,136,825 1,123,704 98.8 22,470 1,146,174 1978 1,220,013 1,186,640 97.3 16,687 11203,327 1979 1,253,698 1,236,676 98.6 20,648 1,257,324 * Tax levy has been adjusted by the 45% forgiveness (property tax replacement) which is a revenue from other agencies and has been incorporated into Table VI SPECIAL ASSESSMENT COLLECTIONS Years 1975 Through 1979 Information for a limited numbers of years is presented as undo effort would be required to reconstruct this information from the prior system of record keeping. CITY OF COLUMBIA NEIGRTS, MINNESOTA 97 ANNUAL FINANCIAL REPORT Percentage of Current Special Current Collected Fiscal Assessment Becoming Due Current Special During Fiscal Period During Fiscal Period Assessments Collected Period 1975 $ 90,045 $ 49,149 54.6% 1976 107,784 60,320 56.0% 1977 114,673 70,635 61.6% 1978 107,635 68,029 63.2% 1979 160,087 110,534 69.0% Information for a limited numbers of years is presented as undo effort would be required to reconstruct this information from the prior system of record keeping. CITY OF COLUMBIA NEIGRTS, MINNESOTA 97 ANNUAL FINANCIAL REPORT t r Table IV Table V Delinquent Specials Total Special Ratio. Assessments Collected During Accumulated Ratio Balance Fund Delinquent of Total Accumulated Taxes to Collections Delinquent Current Year to Tax Levy Taxes Tax Levy .9988:1 $ 56,751 .0648:1 .9892:1 66,224 .0647:1 .9965:1 70,606 .0619:1 1.0082:1 59,211 .0520:1 .9863:1 64,287 .0527:1 100029:1 31,977 .0255:1 Table IV Table V Delinquent Specials Total Special Deferred Special Assessments Collected During Assessments Delinquent Collected Balance Fund Fiscal Period (A) At End of Fiscal Period Fiscal Period of Fiscal Period $ 71,642 $ 116,642 $ 75,305 $ 372,361 67,434 111,221 206,197 388,565 65,345 98,553 104,930 388,481 46,218 661142 155,037' 436,962 43,693 71,605 78,080 411,494 (A) The City bills the property owner directly when a special assessment installment becomes due. If the installment becomes delinquent, it is certified to the county for inclusion on the following years property tax statement and is shown as a delinquent collection. CITY OF COLUMBIA NEIGNTS, MINNESOTA 98 ANNUAL FINANCIAL REPORT Table VI REVENUES - OTHER THAN PROPERTY TAXES AND SPECIAL ASSESSMENTS Years 1970 Through 1979 (A) The years 1970-77-do not include depreciation for Sewer and Water Funds. EXPENDITURES FOR SELECTED FUNCTIONS Years 1970 Through 1979 Fiscal General Public Charges for Licenses Year (A) Fiscal Revenue From Use of Money Service and and Fines and Profits of Year Other Agencies and Property Other Revenue Permits Forfeitures Pro rietarie 1970 $ 667,175 $ 20,421 $ 294,685 $ 35,278 $ 22,821 $ 341,996 1971 514,253 9,420 282,148 41,438 19,920 287,261 1972 '817,715 44,535 311,790 33,823 13,557 238,732 1973 1,285,224 37,473 312,824 37,216 21,680 308,080 1974 1,070,363 112,407 .329,122 41,259 20,181 361,747 , 1975 1,304,408 89,266 341,341 47,807 29,573 298,283 1976 1,635,915 172,632 295,683 62,079 47,096 261,837 1977 1,883,756 144,293 342,277 71,228 50,406 128,169 1978 2,059,462 135,292 313,456 76,870 38,191 106,014 1979 2,096,084 179,135 369,891 78,164 49,067 32,521 (A) The years 1970-77-do not include depreciation for Sewer and Water Funds. EXPENDITURES FOR SELECTED FUNCTIONS Years 1970 Through 1979 Fiscal General Public Public 78,807 Year Government Safety Works Sanitation 1970 $ 186,954 $ 468,848 $ 317,633 $ 166,834 1971 203,817 490,800 325,901 175,458 1972 226,527 605,120 357,504 196,700 1973 353,833 685,606 391,057 186,850 1974 311,850 698,704 432,422 208,752 1975 310,540 860,723 457,316 224,569 1976 374,191 875,714 511,377 227,055 1977 406,864 981,059 577,072 233,598 1978 424,527 1,070,279 606,541 246,957 1979 460,152 1,160,243 515,417 255,653 I CITY OF COLUMBIA NEICNTS, MINNESOTA 99 Table VII Library Parks and Recreation $ 60,186 $ 400,795 78,807 291,204. 75,500 333,047 77,300 369,402 82,500 420,323 147,851 463,877 103,280 512,066 109,635 537,332 121,968 676,027 143,018 547,525 ANNUAL FINANCIAL REPORT t 1 .1 Table VIII STATEMENT OF LEGAL DEBT MARGIN December 31, 1979 Assessed Value $ 76,560,000* Debt Limit 6.67% of Assessed Value (Note A) $ 5,106,550 Amount of Debt Limit Applicable to Debt Limit: Total bonded debt $ 1,435,000 Less Note B: Special assessment bonds $ 105,000 105,000 Total Debt Applicable to Debt Limit $ 1,330,000 Legal Debt Margin $ 3,776,550 Note W: M.S.A. Section 475.53 (Limit on Net Debt) "Subdivision 1. Generally. Except as otherwise provided in sections 475.51 to 475.70, 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 6.67 percent of the assessed value." Note (B) : M.S.A* Section 475.51 Definitions: "Subdivision 4. 'Net Debt' means the amount remaining after deducting from its gross debt 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 benefitted 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) Amount of all money and the face value of all securities held as a sinking fund for the extinguishment of obligations other than those deductible under this subdivision." * Includes valuation from "fiscal disparity" legislation; Minnesota laws 1971, Extra Session, Chapter 24. See Table I. CITY OF COLUMBIA NEICHTS, MINNESOTA 100 ANNUAL FINANCIAL REPORT SCHEDULE OF DEBT SERVICE RQUIREMENTS TO MATURITY December 31, 1979 CITY Of COLUMBIA HEIGHTS, MINNESOTA 101 ANNUAL FINANCIAL REPORT �I General Special Obligation Bonds Assessment Bonds Principal Interest Principal Interest 1980 $ 285,000 $ 53,357 $ 50,000 $ 4,365 1981 320,000 42,108 50,000 2,315 1982 340,000 29,157 5,000 215 1983 245,000 15,010 1984 140,000 5,040 $1,330,000 $ 144,672 $ 105,000 $ 6,895 CITY Of COLUMBIA HEIGHTS, MINNESOTA 101 ANNUAL FINANCIAL REPORT �I Table IX Total Principal Interest Total $ 335;000 $ 57,722 $ 392,722 370,000 44,423 414,423 345,000 29,372 374,372 245,000 15,010 260,010 140,000 5,040 145,040 $1,435,000 $ 151,567 $ 1,586,567 CITY OF COLUMBIA HEIGHTS, MINNESOTA 102 MNUAL FINANCIAL REPORT COMBINING SCHEDULE OF BONDS PAYABLE December 31, 1979 SPECIAL ASSESSMENT BONDS: Permanent Improvement Revolving Bonds of 1972 Non - Callable Interest Final Rates and Issue Maturity Dates Date Date 4.10% 1/1 -7/1 4.20% 4.30% Total P.I.R. Bonds of 1972 GENERAL OBLIGATION BONDS: Storm Sewer Bonds of 1965 All Callable after January 1, 1980 in 3.50% 1/1 =7/1 inverse order at par and accrued 3.50% interest plus a premium of $50 per bond 3.60% 3.60% 3.60% Total Storm Sewer Bonds of 1965 City Garage Bonds of 1972 Non - Callable Total City Garage Bonds of 1972 Capital Improvement Bonds of 1976 Non - Callable Total Capital Improvements Bonds of 1976 Total General Obligation Bonds Total Bonds Payable - All Funds kITY OF COLUMBIA HEIGHTS, MINNESOTA 103 4.10% 1/1 -7/1 4.20% 4.30% 4.15% 4/1 -10 /1 4.30% 4.45% 4.60% 7 -1 -72 1 -1 -83 10 -1 -65 1 -1 -85 7 -1 -72 1 -1 -83 4 -1 -76 10 -1 -83 ANNUAL FINANCIAL REPORT Table X Annual Authorized Serial and Payments Issued Matured Outstanding $ - $ 350,000 $ 350,000 $ - 50,000 (80) 50,000 50,000 50,000 (81) 50,000 50,000 5,000 (82) 5,000 5,000 $ 455,000 $ 350,000 $ 105,000 $ - $ 360,000 $ 360,000 $ - 85,000 (80) 85,000 85,000 95,000 (81) 95,000 95,000 105,000 (82) 105,000 105,000 130,000 (83) 130,000 130.,000 140,000 (84) 140,000 140,000 $ 915,000 $ 360,000 $ 555,000 $ - $ 350,000 $ 350,000 $ - 50,000 (80) 50,000 50,000 50,000 (81) 50,000 50,000 60,000 (82) 60,000 60,000 $ 510,000 $ 350,000 $ 160,000 $ - $ 405,000 $ 405,000 $ - 150,000 (80) 150,000 150,000 175,000 (81) 175,000 175,000 175,000 (82) 175,000 175,000 115,000 (83) 115,000 115,000 $1,020,000 $ 405,000 $ 615,000 $1,330,000 CITY OF COLUMBIA HEIGHTS, MINNESOTA 104 ANNUAL FINANCIAL REPORT SCHEDULE OF INVESTMENTS December 31, 1979 Federal National Mortgage Assoc. Repurchase Agreement Repurchase Agreement FHLB Discount Notes. U.S. Treasury Bills Repurchase Agreement U.S. Treasury Bills Federal Farm Credit Notes Federal Farm Credit Bank Federal Home Loan Bank Federal National Mortgage Assoc. U.S. Treasury Notes Federal Home Loan Bank U.S. Treasury Notes U.S. Treasury Notes City of Columbia Heights Bonds Storm Sewer of 1965 Ginny Mae I .CITY OF COLUMBIA HEIGHTS, MINNESOTA Date Yield Acquired 9.50 7 -2 -79 13.00 12 -20 -79 10.12 8 -1 -79 11.29 9 -13 -79 10.06 8 -16 -79 14.25 11 -21 -79 9.45 7 -16 -79 11.30 10 -1 -79 14.35 11 -1 -79 9.65 11 -27 -78 8.70 7 -10 -78 9.00 7 -16 -79 11.48 12 -4 -79 11.35 10 -10 -79 11.30 12 -4 -79 4.83 10 -1 -69 7.58 3 -23 -77 Maturity Date 1 -7 -80 1 -25 -80 1 -28 -80 2 -4 -80 2 -14 -80 3 -20 -80 6 -24 -80 7 -1 -80 8 -4 -80 8 -25 -80 10 -10 -80 6 -30 -81 8 -25 -81 9 -30 -81 11 -30 -81 1 -1 -84 3 -1 -06 Par Value $100,000 100,000 100,000 100,000 100,000 300,000 150,000 100,000 100,000 200,000 150,000 300,000 150,000 100,000 100,000 10,000 194,284 $2,354,284 105 ANNUAL FINANCIAL REPORT Table XI Unamortized Unamortized Book Discount Premium Value Summary By Fund $ 176 $ - $ 99,824 General Fund - Form B $ 9021444 100,000 Special Revenue Funds 100,000 Form C 110,000 1,050 98,950 Capital Project Funds Form D 570,000 1,183 98,817 Enterprise Funds 300,000 Form E 367,450 6,432 143,568 Trust and Agency Funds Form J 80,000 100,000 General Debt Service 100,000 Funds - Form L 315,000 139 200,139 $ 2,344,894 15 150,015 543 300,543 1,750 151,750 1,800 98,200 1,354 101,354 2,550 7,450 194,284 $ 13,191 $ 3,801 $2,344,894 I CITY OF COLUMBIA HEIGHTS, MINNESOTA 106 ANNUAL FINANCIAL REP0RT STATEMENT OF CASH AND SECURITY FOR DEPOSIT December 31, 1979 MARQUETTE NORTHEAST STATE THIRD STATE BANK OF BANK - COLUMBIA NORTHWESTERN COLUMBIA HEIGHTS HEIGHTS OFFICE NATIONAL BANK SECURITY FOR DEPOSIT U.S. Treasury Notes $ 50,000 $ 500,000 Municipal Bonds 50,000 Total $ 100,000 $ 500,000 90% of security applicable to pledge requirement 90,000 450,000 $ - F.D.I.C. and S.L.I.C. 40,000 40,000 100,000 Total Security $ 130,000 $ 490,000 $ 100,000 BANK BALANCE General account $ - $ 29,143 Payroll account 30,374 Daily interest saving accounts Total Cash Applicable to Security $ 30,374 $ 29,143 Bank balances - General and payroll accounts $ 30,374 $ 29,143 Add: Deposits in transit - General 34,919 Payroll withold taxes in escrow 31,516 Deduct: Outstanding checks 61,899 221,125 Bank error 5,000 Book Balance $ (9) $ (162,063) I.CITY OF COLUMBIA IIEIGIITS, MINNESOTA 107 ANNUAL FINANCIAL REPORT FIDELITY BANK TWIN CITY AND TRUST CO. FEDERAL FIRST HOME FEDERAL BROOKDALE SAVINGS STATE BANK Table XII TOTAL $ - $ - $ - $ - $ 540,000 100,000 100,000 8,165 100,000 Capital Projects Funds -- 100,000 5,418 580,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 1,120,000 Trust and Agency Funds -- $ - $ - $ - $ 29,143 30,374 100,000 75,000 50,000 225,000 $ 100,000 $ 75,000 $ 50,000 (A) $ 284,517 $ 100,000 $ 75,000 $ 50,000 $ 284,517 N $ 100,000 $ 75,000 Bank Balance by Funds $ 50,000 34,919 31,516 283,024 5,000 $ 62,928 General Fund -- Form B $ 49,054 (A) Performance bond Special Revenue Funds -- Form C 12,767 for garbage service Debt Service Funds -- Form D 8,165 contract - Dick's Capital Projects Funds -- Form E 5,418 Sanitary Service, Inc, Special Assessment Funds -- Form F 4,184 Proprietary Funds -- Form A -3 23,967 Trust and Agency Funds -- Form K (40,627) $ 62,928 [CITY OF COLUMBIA HEIGHTS, MINNESOTA 108 ANNUAL FINANCIAL REPORT SCHEDULE OF INSURANCE IN FORCE December 31, 1979 Type of Coverage All Risk Coverage under the Public and Institutional Property Policy (90% Coinsurance -$500 Deductible) Central Avenue Liquor Store 40th Avenue Liquor Store University Avenue Liquor Store Policy Period from to 1 -1 -79 12 -31 -79 Building or Structure Contents $ 15,000 45,000 55,000 $ 115,000 (90% Coinsurance -$500 Deductible) City Hall $1,344,000 $ 220,000 Library 569,370 183,920 City Garage 948,415 88,000 Liquor Store - Central 362,470 81,180 Liquor Store -40th Avenue 75,040 7,390 Liquor Store - University Avenue 122,750 11,190 Community Center 610,735 30,250 Parks (7) 612,205 1,980 Well House -La Belle Park 2,855 Bandstand 14,110 Bath House - Silver Lake 33,935 Warming Houses - Silver Lake 10,530 Lift Stations (3) 11,255 Water Tower 319,870 Pump Stations (2) 60,705 50,545 Warehouse- Cement 8,400 1,210 Warehouse -Metal 4,255 Water Meter Vault 3,300 $5,110,900 $ 678,965 ($100 Deductible) Personal property consisting of road construction equipment, maintenance equipment and other equip- ment stored in, municipal buildings ($500 Deductible on Police and Fire only) Personal property consisting of motor vehicles I CITY OF COLUMBIA OEICNTS, MINNESOTA 109 $ 706,762 $ 501,032 ANNUAL nNANCIAL REPORT 1 1 1 1 1 1 1 1 1 Type of Coverage Boiler explosion Workman's Compensation Comprehensive Auto Liability Bodily Injury Property Damage Uninsured Motorists Automobile Physical Damage Comprehensive Bus Liability Bodily Injury Property Damage Uninsured Motorists Comprehensive General Liability Bodily Injury Property Damage Statutory Liquor Legal Liability Table XIII Policy Period from to 1 -1 -79 12 -31 -79 $100,000 per accident (City Hall, Field House, Municipal Service Building.) 1 -1 -79 12 -31 -79 Statutory 1 -1 -79 12 -31 -79 1 -1 -79 12 -31 -79 $50/300,000 $ 50,000 $ 50,000 $35/300,000/200,000 ($500 deductible on Police and Fire vehicles.) $100/300,000 $ 50,000 $ 50,000 1 -1 -79 12 -31 -79 $300,000 ($250 Deductible) $ 50,000 1 -1 -79 12 -31 -79 $300,000 * The comprehensive general liability - includes the following additional coverages_: (a) Personel injury coverage to include false arrest, libel, slander, wrongful entry or eviction or invasion of right of privacy (b) Loss of business income (c) All employees as additional insureds (d) Comprehensive glass and neon sign breakage (e) Miscellaneous property floater. .CITY OF COLUMBIA HEIGHTS, MINNESOTA 110 ANNUAL FINANCIAL REPORT Table XIV PRINCIPAL CITY OFFICALS AND SURETY BONDS Year Ended December 31, 1979 Name Official Title Mayor and Council: Bruce G. Nawrocki Mayor E. "Sebe" Heintz Councilman Kenneth E. Hentges Councilman Walter.S. Logacz Councilman Gayle R. Norberg Councilman Administration: Robert S. Bocwinski City Manager Timothy Yantos Administrative Assistant John E. Schedler City Clerk - Treasurer - Finance Director - Liquor Operations Manager Ronald Kalina City Attorney Fred Salsbury Public Works Director George Brown City Engineer Mildred Carlson City Assessor Stuart Anderson Chief of Police Donald Johnson Chief of Fire Max Thomas (A) Liquor Store Manager Arden Hovland Building Inspector Martin Gavic Plumbing Inspector R.E. Petersen Heating Inspector Donald Weinand Electrical Inspector Allen Carlson City Planner Mitch DeMars Street Superintendent Donald Jolly Water and Sewer Superintendent Thomas Rejzer Acting Park Superintendent Linda Hansen Recreation and Community Services Director Amount of Surety Bond $ 25,000 $ 25,000 $ 25,000 In addition to the positions listed above where bond amounts appear, the City has a $5,000 Faithful Performance Blank Position Bond on all City employees. (A) Similar coverage for Assistant Liquor Store Manager. I CITY OF COLUMBIA NEIGHTS, MINNESOTA 111 ANNUAL FINANCIAL REPORT MISCELLANEOUS STATISTICAL FACTS 1979 Date of Incorporation March 14, 1898 Date of Adoption of City Charter July 21, 1921 Form of Government Council- Manager Fiscal YeartBegins Janudry 1 Area of City 3.52 Square Miles Miles of Streets and Alleys: Trunk Highways 3.0 County 6.2 Other 57.8 Alleys 15.9 Miles of Sewers: Storm Sewers 32.6 Sanitary Sewers 59.8 Watermain Miles 65.6 Building Permits: 1970 655 1971 613 1972 518 1973 529 1974 485 1975 608 1976 595 1977 658 1978 687 1979 663 Estimated Cost: 1970 $ 1,251,172 1971 4,044,282 1972 2,180,740 1973 2,032,525 1974 2,916,519 1975 3,148,524 1976 3,412,415 1977 4,701,644 1978 6,996,678 1979 3,316,115 CITY OF COLUMBIA NEIGRTS, MINNESOTA 112 0 ANNUAL FINANCIAL REPORT 1 1 1 1 1 1 1 1 1 1 1 1 1 MISCELLANEOUS STATISTICAL FACTS (CONTINUED) Fire Protection: Number of Stations Number of Employees: Full time Volunteer Police Protection: Number of Stations Number of Employees Parks: City Parks Playground County Park Schools: Senior High Junior High Elementary Prochial Elementary Employees: (as of December 31, 1979) Regular Part time Temporary Elections: Registered voters - last city general election Number of votes cast last city general election Percentage of registered voters voting Population: 1900 1920 1930 1940 1950 1960 1965 (mid- decade census) 1970 (census) 1972 1973 1974 1975 1976 1977 1978 1979 I CITY OF COLUMBIA MEIGNTS, MINNESOTA 113 Table XV 1 8 20 1 23 13 1 1 1 2 5 1 112 50 25, 179 11,473 4,297 37.4% 123 2,968 5,613 6,035 8,175 17,533 23,283 23,997 24,079 24,079 23,503 23,316 22,324 21,890 21,300 21,270 ANNUAL .FINANCIAL REPORT