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HomeMy WebLinkAbout1984 CAFR1 1 1 1 1 1 I 1 1 1 1 1 1 1 1 1 1 I 1 ANNUAL FINANCIAL REPORT y OF THE CITY OF COLUMBIA HEIGHTS, MINNESOTA 55421 590 FORTIETH AVENUE N.E. FOR THE YEAR ENDING DECEMBER 31, 1984 FINANCE DEPARTMENT WILLIAM ELRITE, FINANCE DIRECTOR MEMBER OF MUNICIPAL FINANCE OFFICERS' ASSOCIATION OF THE UNITED STATES AND CANADA f, , telephone: 788 -9221 (612) r' 1 1 1 1 1 1 1 1 1 1 1 1 1 1 F 1 1 ANNUAL FINANCIAL REPORT YEAR ENDED DECEMBER 319 1984 0 CITY COUNCIL Bruce G. Nawroeki, Mayor Arden Hovland Councilmember Rita.M. Petkoff Councilmember Gary L. Peterson Councilmember Edward M. Carlson Councilmember CITY MANAGER Robert S. Boewinski FINANCE DEPARTMENT William Elrite. Director . DEPARTMENTS DIVISIONS Civi Defense Regular Reserves Regular Volunteers POLICE Reserves Accounting City Clerk Elections Utility Billing Collections Liquor No. 1 Off Sale No. 2 Off Sale No. 3 Off Sale FINANCE FIRE inspections t INDEPENDENT tjctnses S Permits ADMINISTRATIV tanning SERVICES Assessing PUBLIC Engineering WORKS Streets Recreation t Community Water Maintenance Services Sewer Maintenance Park Parks - Admin. b Traffic Maintenance LIBRARY Central Garage Library Civii Defense Human Services GENERAL GOVERNMENT BUILDINGS ". LEGAL I 'CITY OF tOIUMBIA NEIGNTS, MINNESOTA CITY MANAGER ADMINISTRhT= • ORGANIZATION. CITY OF COLUMBIA MEIGHT69 MINNESOTA HOUSING AN REDEVELOP- MENT AUTHORITY MAYOR COUNCIL MEMBERS if I ELECTORS j I RECREATION t INDEPENDENT COMMUNITY SCHOOL DIS- SERVICES TRICT 113 COMMISSION COMMISSIONS AND BOARDS Planning and Zoning Recreation t Community Services Park Traffic RECREATION i MRA COMMUNITY Library SERVICES Human Services Police t Fire Civil Service Charter - Downtown Development -1- ANNUAL FINANCIAL REPORT ' TABLE OF CONTENTS 1. INTRODUCTORY SECTION Reference Administrative Organization Finance Directors Letter of Transmittal ' Auitors Report II. FINANCIAL SECTION 1 A. General Purpose Financial Statements 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 Statement of Revenues,.Expenses, and Changes in Retained Earnings - All Proprietary Fund Types Form A -3 Combined Statement of Changes in Financial ' Position - All Proprietary Fund Types Form A -4, Combined Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental ' Fund Types Form A -5 Dotes to Financial Statements B. Combining and Individual Fund and s Account Group Statements and Schedules ' General Fund Form B Special Revenue Funds Form C ' Debt Service Funds Form D Capital Projects Funds Form E Special Assessment Funds Form F ' + Housing A Redevelopment Authority Form G Page Number 1 2 -8 9 10 -11 12 -13 14 -15 16 -17 18 -19 20 21 -32 33 -41 42 -51 52 -55 56 -59 60 -62 63 -67 1 Page, Reference Number Enterprise Funds: Combining.Balance Sheet Form H 68 -69 Combining Statement of Revenues, Expenses, and Changes in Retained Earnings Form H -1 70 -71 Combining Statement of Changes in Financial Position Form H -2 72 -73 Municipal Liquor Fund Form I 74 -83 Water Utility Fund Form J 84 -89 Sewer Utility Fund Form S 90 -95 Internal Service Fund: Central Garage Fund Form L 96 -99 Statement of General Fixed Assets Form M 100 Statement of General long -Term Debt From N 101 -103 III. STATISTICAL SECTION Assessed Value and Market Value of all Taxable Property Table I 104 -105 Tax Rates Table II 106 City Tax Rates Table III 107 Tax Levies and Tax Collections Table IV 108 -109 Special Assessment Collections Table V 108 -109 Revenues -Other than Property Taxes and Special Assessments Table VI 110 Expenditures for Selected Functions Table VII 110 Statement of Legal Debt Margin Table VIII 111 Combining Schedule of Bonds Payable Table I% 112 -117 Schedule of Investments Table % 118 Schedule of Insurance in Force Table %I 119 -120 Principal City Officials and Surety Bonds Table %II 121 Miscellaneous Statistical Facts Table %III 122 -123 June 28, 1985 ' Mr. Robert S. Boewinski City Manager ' City of Columbia Heights Dear Mr. Boewinski: The annual financial report of the City of Columbia Heights, Minnesota for the year ended'December 31, 1984 is submitted herewith. The organization, 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 which incorporates pertinent aspects of Audits of State and Local Governmental Units. ' The report consists of three sections: Section I is the introductory 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 reference 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 unrelated 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 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 appliable), Enterprise Funds and Internal Services Funds are presented with comparative information to 1983. GENERAL FUND On December 31, 1984, the fund balance of the General Fund totaled $2,612,770 of which $287,825 is designated for the 1985 budget. This leaves an undesignated fund balance which is adequate, but it should be pointed out that this represents a working capital for general operations 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 the following year. General Fund Budget Beginning of Year 1975 $2,179,705 1976 2,329,365 1977 2,549,629 1978 2,917,260 1979 3,078,785 1980 3,407,235 1981 3 „978x165 1982 4,342,875 1983 4,245,909 1984 4,536,850 1985 4,443,220 Total of Appropriated and Unappropriated Fund Balance Beginning of Year Amount % of Budget $ 107,376 4.9% 292,898 12.6 591,399 23.2 863,828 29.6 957,562 31.1 1,312,026 38.5 1,508,906 37.9 1,538,691 35.4 1,734,848 40.9 2,142,151 47.2 2,612,770 58.8 Estimated and actual revenues for the current year are presented in Form B -2. Revenues received for general government operations totaled $4,590,578 in 1984, an increase of $321,298 over the previous year. The following table presents an analysis of the major revenue sources of the General Fund for 1984 and its change from 1983 ICIM 1984 Percent Increase (Decrease) Revenue Source Amount of Total from 1982 ' General Property Taxes $ 19280,373 27.9% $ 139,557 Licenses and Permits 215,942 4.7 59,532 Intergovernmental Revenue 2,154,848 46.9 95,090 Charges for Services 584,578 12.8 13,931 ' Fines and Forfeits 51,609 1.1 (861) Miscellaneous Revenue 180,663 3.9 17,210 Expenditure Reimbursements 36,052 .8 (5,130) ' Transfers -In .87,113 1.9 1,969 Totals $4,590,578 100.0$ $ 321,298 ' From the above table, it is apparent that the major sources available for funding the general operations is the property tax (27.9 %) and intergovernmental ' revenue (46.9 %) 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. Since enactment, various amendments to the law have been enacted, but the basic principal remained the same. The following table summarized the City's status in complying with the law for 1984 ' and 1985. 1. 1984 Levy Limitation $ 1,425,241 2. 1984 Certified Local Government Aid $ 1,465,062 ' 3. Initial 1985 .Levy Limit Base (1 +2) $ 2.,890,303 4. "Inflation Adjustment 106.4% 5. Inflation Adjustment 1985 Levy Limit Base (3X4) $ 3,075,282 ' 6. Adjustment for Growth in Population or Households (Use the larger of the following ratios) Population Households ' a. 1984 19,530 7,590 b. 1983 19,560 7,375 c. Ration (1984/83 .998 1.029 1.029 ' 7. Population /Household adjusted 1985 Levy Limit Base (5X6c) $ 3,164,465 8. 1985 Local Government Aids $ 1,720,201 ' 9. 1985 Final Levy Limitation (7 -8) $ 1,444,264 FISCAL DISPARITIES i 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 a percentage 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 1982 through 1984 was as follows: 1984 City's taxable value: Personal property $ 1,468,278 Real estate 108,671,288 Sub Total $110,139,566 Areawide allocation: Contribution to "pool" $ (4,695,234) Distribution from "pool" 13,663,552 Net Increase $ 8,968,318 Combined Value $119,107,884 1983 $ 1,426,869 105,913,390 $107,340,259 $ (5,178,793) 12,001,080 $ 6,822,287 $114,162,546 1982 $ 1,333,301 104,783,933 $106,117,234 $ (4,487,006) 10,544,639 $ 6,057,633 $112,174,867 Actual taxes received from the fiscal disparities allocation amounted to $174,748 in 1984, $179,267 in 1983, $146,150 in 1982, and $118,108 in 1981. This represents a small amount of property tax relief to Columbia Heights .taxpayers. It should be remembered that, regardless of how much "new revenue" is received from fiscal disparities, the revenue is part of the tag 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 established to receive gasoline tax apportionments from the state which are used to construct state -aid streets. In 1981 this fund was restated in accordance with N.C.G.A. statement Number 2. Previously revenue was recorded at the time of apportionment from the State of Minnesota. Under the restatement, revenue is not recorded until it is earned. -5- -' 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 asix member board. The activity of this fund covers year round recreation programs in the schools, city parks and outside the community. 'In 1984 expenditures of ,$264,672 exceeded revenues by $3,968 decreasing the fund balance to.$45,563. 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, 1984 the general fixed assets of the City thus far recorded amount to $8,322,764. 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 recognized, 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 established on the City's accounting records. In 1984 further work is planned to develop 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. -6,= 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 1976, Federal amendments to the law have from January 1, 1972 to December 31, reauthorized appropriations. Revenue Sharing Interest Capital Fund Balance Revenue Earnings Total Protects Operations Total Year End 1973 $ 140,575 $ 9,202 $149,777 $1100239 $ 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 309488 218,060 .100,399 ' 1976 157,339 10,9.07 168,246 158,164 68,528 226,692 41,953 1977 159,482 6,257 165,739 108,928 25,478 134,406 73,286 1978 178,817 5,860 184,617 179,120 12,723 191,843• 66,060' ' 1979 176,635 9,584 1860219 1120904 18,189 131,093 121,186 1980 160,131 12,872 173,003 110,709 29,357 140,066 154,123 1981 160,957 20,396 181,353 - 135,903 3,951 139,854 195,622 1,982 141,743 24,207 165,950 59,318 1,832 61,150 300,422 ' 1983 113,225 29,368 142,593 125,750 29'737. 128,487 314,528 1984 112,599 51,406 164,005 40,912 14 40,926 437,607 ' In 1985 it is estimated that the.City will receive $113,170 in revenue sharing payments and $18,620 in interest earnings. The adopted 1985 budget includes $ -0 -,for general operations and $234,600 for capital projects, In addition there ' is $122,489 reserved for encumbrances leaving an estimated fund balance of $212,308. -' 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 asix member board. The activity of this fund covers year round recreation programs in the schools, city parks and outside the community. 'In 1984 expenditures of ,$264,672 exceeded revenues by $3,968 decreasing the fund balance to.$45,563. 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, 1984 the general fixed assets of the City thus far recorded amount to $8,322,764. 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 recognized, 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 established on the City's accounting records. In 1984 further work is planned to develop 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. -6,= ENTERPRISE FUNDS LiQuor Operation Total Off -Sales were $1,434,090 an increase from 1983 of $310,419. Total Net operating income was $37,061, a decrease of $25,484. WATER SEWER UTILITY The Water Utility Fund had a 1984 net income of $129,440 on a 1.59% decrease in revenues compared to a net income of $163,617 in 1983. he Sewer Utility Fund with a 3.57% increase in revenues had a net income of $289,172 in 1984 compared to a net income of $316,904 in 1983. 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 assessments levied against the individual property owners which are usually paid in installments over a period of years. During 1984, the City collected $542,716 in assessments from property owners. 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 establishment of fixed assets and related depreciation for the garage. Retained earnings has an unreserved fund balance of $40,645 as of December 31, 1984. Depreciation, although not considered in the initial years, will be a factor in future user rates. TRUST AND AGENCY FUNDS Ivestment Trust Fund The Investment Trust Fund was created in 1974 to record all investment transactions except direct investments of bonds of the City purchased by other funds. Interest earnings from these investments are allocated to all funds of the City, except construction accounts and the trust and agency funds, on the basis of the average cash balances during the year. Investment principal at December 31, at book value, is also allocated to the individual funds. The allocation of interest earnings to December 31, includes accrued interest receivable, which is added to the book value of the investments. r Interest rates were slightly lower in 1984 than in the preceding year, for and the the past average amount of idle funds increased in 1983. Interest earnings ten years are as follows: Year Earnings Yield 1975 87,612 8.34% 1976 121,051 7.75% 1977 114,186 5.69% 1978 119,918 6.29% 1979 181,797 9.21% ' 1980 229,978 11.14% 1981 324,608 12,30$ 1982 364,565 11.40% ' 1983 587,366 10.69% 1984 905,514 9.41% ' The 1984 earnings were distributed to the following funds: $ 133,941 General 51,406. ' Revenue Sharing 269,545 Special Assessments 8,616 Capital Improvements 23,769 ' Debt Service Liquor 221,084 50,235 Water fi07;�14 Sewer 9,110 ' Garage 10,511 Park Dedication 19'683 Cable Television NEW LEGISLATION The 1978 Minnesota Legislature enacted Chapter 787 to standardize and improve ' municipal financial reporting. Beginning in 1978, Also, the fiscal year of cities failing to meet all the new Minnesota cities is the calendar year. financial reporting requirements will have the State Auditor's office or its ' appointee prepare their financial City's share of statements. Municipal State Fees for this service will be Aid. This report meets or withheld from the — exceeds all state reporting requirements. Respectfully submitted, ' William Elrite Finance Director r ' HE CITX OF COLUM IA HEIGHTS, MINNESOTA r- NNUAkNDED FINA�V CIAL �EP RT 9 EAR LECEMBER 1,� S y GENERAL PURTOSE FINANCIAL 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 conformity 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 Page Auditors Report 9 Combined Balance Sheet - All Fund Types and 10 -11 Account Groups Form A Combined Statement of Revenues, Expenditures, and Changes in Fund Balances - All Governmental Fund Types Form A -1 12-13 Combined Statement of Revenues, Expenditures, and Changes in Fund Balances - Budget and Actual - General and Special Revenue Fund Types Form A -2 14 -15 Combined Statement of Revenues, Expenses and Changes in Retained Earnings - All Proprietary Fund Types Form A -3 16-17 Combined Statement of Changes in Financial Position - All Proprietary Fund Types Form A -4 18-19 Combined Statement of Revenues, Expenditures and Changes in Fund Balances, Governmental Fund Types Notes to Financial Statements Form A -5 20 21 -32 �GMHCo 1 1 ' The City Council of Columbia Jeights, Minnesota GEORGE M. HANSEN COMPANY, P.A. A Professional Corporation of Certified Public Arrountaus AUDITORS' OPINION We have examined the combined financial statements of the City of Columbia Heights, 'Minnesota as of and for the year ended December 31,.1984 as listed in 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. We did not examine the financial statements of the Housing and Redevelopment Authority (HRA). The,3e statements were examined by other auditors whose report thereon has been furnished to us, and our opinion expressed herein, insofar as it relates to the amounts included for the HRA, is based solely upon•the report of the other auditors. In our opinion, the combined financial statements referred to above present fairly the financial position of the City of Columbia Heights, Minnesota at December 31, 1984, and the results of its operations -and the changes in financial position of 'its proprietary fund types for the year then ended, in conformity with generally accepted accounting principles which have been applied on a basis consistent with that of the preceding -year. Our examination was made for the purpose of forming an opinion on the combined financial statements taken as a whole. The combining, individual fund and account group financial statements and schedules listed in the table of contents are presented for purposes of additional analysis and are not a,required part of the combined financial statements of the City of'Columbia Heights, Minnesota. The information has been subjected to the auditing procedures applied in the•examination of the combined financial statements, except as regards the HRA as discussed above, and, in our opinion, is fairly stated in all material respects in relation to the combined financial statements taken as a whole. Our examination did not include the statistical information listed in the table of contents. ' June 27, 1985. ,d a o,••,.•y� �% 1� ��✓�.P , (fe."" M.7 , .7 - � t 175 SOUTH PLAZA BUILOING WAYZATA BOULEVARO AT HIGHWAY 100 MINNEAPOLIS. MINNESOTA 5541 6 61 2/546 -2566 Q o lA- cni Q Li h U KX Z W 1-- Li Q 1 O Z I I r7 .gi 1 21 U- i �O d n s i H T LL 4- y U 1 cu NS Ifs vi -S AT or m Pus wr vs _ CT CU m ip 1= i 1 1 I I I 1 I t 1 1 I 1 I 1 1 1 I I 1 I f�.. •� N 1 � ^ I 1 1 1 1 � 1 1 1 1 1 �• 1 ��� 1 I N ep I N f�J 1 1 1 17 N M N I 1 M .. + � W lU M cn M 1 ^ I 1 1 + I N I 1 t 0? 1 1 1 1 I N QF,1 AT cu D� N 1 1 ts I 1 r+ 1- K 1 I I 1 1 1 I 1 1 1 1 I I 1 t16T N Q ! N N M CL cu •.ri 0,'! .-n .ter M M 1 � � 1 1 ! 1 1 i I I 1 1 I t 1 1 1 1 1 1 _.• ti t .• I I I I N I 1 I I 1 I I I I I I I I N ¢ 4D ti •t I aD f I 1 I Iris I 1 I 1 1 I I 1 1 I 1 I �' }xP + a0 � N � � Q GI � 1 '6 n �p V O U Q FE cn Q M n m i M II C �yy J A La.. tS C II � U7 1 III � i I � I L d I W i o..j r0 N yN On Q ti aNi �D WL d .o V G C I) /~ 7 cn �N W rr r � � � "i�S 19 1 i � •'fir iYF�i m � � ! 1 I M m w 1� 1 Iff 4!K f a� a ..y .r..1 r.l w w a N •-y ;► Na 14 M � 115�2118 All N w "T U M N 40 M 1 yyN gj fJN� r 1� tiq w M w w N N N p� N N N N I N I 1 1 1 I I 1 M .•r vr N 1 N .N 1 1 1 �.. N M r M M cph: ' or r" ��ttt••• pQ�i� M .+ N N M �• M 1' I 1 1 1 1 f� � m l 11m7 � 1 1 1 1 1 1 1"� !!�'��! M c1J M ��• M N 1_ 1 1 1 1 1 I 1 1 1 1 1 yl� t 1 1 1 1 1 1 A 1 1 N Y7 m D� 1 1 •+ I O+ 1 1 -11- M � •'fir M �1 d 4: +�+ ~ ! 1 I M m w � N •-y ;► N CC W � L $ � *0 o II w M � 115�2118 All J -11- ' P , M � w M M 1 N ! 1 I M 1 1 1 N � M 40 M 1 yyN gj fJN� r 1� ' P , COMBINED STATEMENT OF REVENUES, EXPENDITURES AND J CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES Year Ended December 31, 1984 $ - Public safety 1,654,871 Special Public works General Revenue REVENUES: ----- - - - - -- --- - - - - -- General property taxes $1,280,373 $ - Homestead credit 472,163 - Special assessments - - Licenses and permits 215,942 - Fines and forfeitures 51,009 - Interest and rents 159;019 81,600 Intergovernmental revenues 1,682,685 263,968 Charges for services 584,578 121,557 Other revenue 57,696 - Total Revenues ----- - - - - -- $4,503,465 --- - - - - -- $467,125 OTHER FINANCING SOURCES: Transfers from other funds 87,113 102,352 Proceeds from sale of bonds - - Total Revenues and Other Sources $4,590,578 $569,477 EXPENDITURES: Current: General government $563,717 $ - Public safety 1,654,871 - Public works 645,265 - Sanitation 450,010 - Library 212,379 - Parks and recreation 488,758 264,672 Other 2,607 46,930 Capital outlay - 40,926 Debt service: - - Prineipal retirement - - Interest and fiscal charges - - Total Expenditures $4,017,607 $352,528 OTHER FINANCING USES: Transfers to other funds: 102,352 89,609 Total Expenditures and Other Uses $4,119,959 $442,137 EXCESS OF REVENUES AND OTHER SOURCES ----- - - - - -- - -- - -- --- OVER (UNDER) EXPENDITURES AND OTHER USES $470,619 $127,340 Fund Balance at Beginning of Year $2,142051 $529,237 as originally reported Adjustments for change in accounting for Special Assessment Revenues - - FUND BALANCE AT BEGINNING OF YEAR 2,142,151 529,237 FUND BALANCE AT END OF YEAR AS ADJUSTED $2,612,770 $656,577 The notes to the financial statement are an integral part of this statement -12- 1 Form A -1 Total ' Debt Capital Special (Memorandum ------------------------- Only) Service Projects Assessments 1984 1983 ' ----- - - - - -- $526,879 ----- - - - - -- $ -- ----- - - - - -- $ ----- - - - - -- $1,807,252 - - - - - -- $1,301,329 51,315 _ .523,478 505,866 - - 539,035 539,035 594,541 215,942 156,410 _ _ - 51,009 51,870 6,853 68,464 286,461 602,397 530,037 - - .- 1,946'1653 2,484,757 ' _ _ _ 706,135 689,655 10,649 - 28,276 96,621 319,703 ' ----- - - - - -- $595,696 ----- - - - - -- $68,464 ----- - - - - -- $853,772 ----- - - - - -- $6,488,522 ----- - - - - -- .$6,634,168 1,162,561 •2,392 185,127 1,539,545 1,349,838 1 - 1,070,000 - 1,070,000 - 1 ----- - - - - -- $1,758,257 ----- - - - - -- $1,140,856 ----- - - - - -- $1,038,899 ----- - - - - -- $9,098,,067 ----- - - - - -- $7,984,006 $563,717 $5489977 1,654,871 1,537,897 645,265 561,632 450,010 212,379 430,126 265,803 - - - 753,430 625,030 - - - 49,537 31,959 636,613 256,820 934,359 1,814,958 0 600,000 - - 600,000 255,000 '707 - 737 - 172,023 - - 879,760 ----- - - - - -- 889,339 ----- - - - - -- ----- -- - -- $1,307,737 ----- - - - - -- $636,613 ----- - - -- $428,843 $6,743,328 $6,960,721 ' _ - 1,162,561 1 2 2 75 5 , 1 506 797 , , 1,276,877 - - -- ' ----- - - - - -- $1,307_ 737 - A=--- - - - - -- $1,799,174$58.1 ----------- 118 ----- - - - - -- $8,250_ ----- - - $8,237_598_ - $450,520 - ($658,318) ----------- $457,781 - 125 $847,942 ($253,592) ' $148,604 $1,684,974 ($911,552) $3,593,414 $5,032,115 _ _ _ - (1,185,109) 148,604 1,684,974 (911,552) 3,593,414 3,847,006 ------ ----------------------- $599,124 $1,026,656 ----------- ($453,771) ----------- $4,441,356 ---- $3,593,414 -13- COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - GENERAL AND SPECIAL REVENUE FUND TYPES Year Ended December 31, 1984, REVENUES: General property taxes Homestead Credit Licenses and permits Fines and forfeitures Interest and rents Intergovernmental revenue Charges for services Other revenue Total Revenue OTHER FINANCING SOURCES: Transfers from other fund Total Revenues and Other Sources EXPENDITURES: General government Public safety Public works Sanitation Library Parks and recreation Other Capital Outlay Total Expenditures GENERAL FUND Original Revised Variance Budget ------ - - - - -- Budget ----- - - - - -- Actual ----- - - - - -- Over(Under) --- - - - - -- $1,240,474 $ - $1,280,373 $39,899 500,000 - 472,163 (27,837) 131,425 - 215,942 84,517 51,500 - 51,009 (491) 124,650 - 159,019 34,369 1,607,647 - 1,682,685 75,038 584,600 - 584,578 (22) 31,300 - 57,696 26,396 ------ - - - - -- $4,271,596 ----- - - - - -- $ - ----- - - - - -- $4,503,465 --- - - - - -- $231,869 159,200 - 87,113 (72,087) ------ - - - - -- $4,430,796 ----- - - - - -- $ - ----- - - - - -- $4,590,578 --- - - - - -- $159,782 717,165 686,565 563,717 122,848 1,702,875 1,733,475 1,6541871 78,604 729,430 719,430 645,265 74,165 455,800 455,800 450,010 5,790 210,650 214,150 212,379 1,771 488,150 494,650 488,758 5,892 127,980 127,980 2,607 1259373 $4,432,050 $4,432,050 $4,017,607 $414,443 OTHER FINANCING USES: Transfers to other funds 104,800 Total Expenditures and------------ Other Uses $4,536,850 EXCESS OF REVENUES AND OTHER SOURCES OVER (UNDER) EXPEND - TURES AND OTHER USES (106,054) FUND BALANCE AT BEGINNING 104,800 102,352 2,448 ----- - - - - -- ----- - - - - -- --- - - - - -- $4,536,850 $4,119,959 $416,891 ----- - - - - -- ----- - - - - -- --- - - - - -- (106,054) . 470,619 576,673. OF YEAR 2,142,151 2,142,151 2,142,151 - - ------ - - - - -- ----- - - - - -- ----- - - - - -- --- - - - - -- FUND BALANCE AT END OF YEAR $2,036,097 $2,036,097 $2,612,770 $576,673 The notes to the financial statement are an integral part of thisistatement -14- ' Form A -2 SPECIAL REVENUE FUNDS TOTAL -- ---- - ---- ---- - - -- -- (Memorandum Only) ' Variance ------- ------------------------- Revised - Variance Budget --- - - - - -- Acutal --- - - - - -- Over(Under) ----- - - - - -- Budget ----- - - - - -- Actual ----- - - - - -- Over(Under) --- - - - - -- ' $ - $ - $ - $1,240,474 $1,280,373 $39,899 - - - 500,000 472,163 (27,837) 131,425 215,942 84,517 51,500 51,009 (491) 4,500 81,600 77,100 129,150 240,619 111,469 290,600 263,968 (26,632) 1,898,247 1,946,653 � 48,406 ' 118,715 121,557 2,842 703,315 706,135 2,820 - - - 31,300 - 579696 26,396 ' --- - - - - -- $413,815 --------------------- $467,125 $53,310 ----- - - - -- $4,685,411 ----- - - - - -- $4,970,590 --- - - - - -- $285,179 .1 04f800 1029352 (2,448) 264,000 189,465 (74,535) ' $518,615 --- - - - - -- - $569,477 --- - - - - -- - -- $50,862 ----- - - - - -- $4,949,411 ----- - - - - -- $5,160,055 ----- - - - - -- $210,644 --- - - - - -- 49,650 24,756 24,894 736,215 588,473 147,742 - - - 1,733,475 1,654,871 78,604 - 3,295 (3,295) 719,430 648,560 70,870 ' - 455,800 450,010 5,790 - _ _ 214,150 212,379 1,771 269,290 264,672 4,618 763,940 753,430 10,510 36,725 18,879 17,846 164,705 21,486 143,219 ' 328,395 40,926 287,469 328,395 40,926 - - - - -- 287,469 --- - - - - -- --- - - - - -- $684,060 --- - - - - -- $352,528 ----- - - - - -- $331,532 ----- - - - - -- $5,116,110 ----- $4,370,135 $745,975 115,200 89,609 25,591 220,000 19.1,961 28,03 -9 ' $799,260 --- - - - - -- $442,137_ --- - - - - -- ----------- $357,123 ----- - - - - -- $5,336,110 ----- - - - - -- $4,562,096 ----- - - - - -- $774,014 --- - - - - -- (280,645) 127,340 407,985 (386,699) 597,959 984,658 ' 529,237 529,237 - 2,671,388 2,671,388 - $248,592 $656,577 $407,985 $2,284,689 $3,269,347 $984,658' -15- COMBINED STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS - ALL PROPRIETARY FUND TYPES Year Ended December 31, 1984 OPERATING REVENUES: Sales Cost of sales Gross Profit OPERATING EXPENSES: Personal services Other services and charges Supplies Source of supply /Disposal charges Total OPERATING INCOME BEFORE DEPRECIATION DEPRECIATION OPERATING INCOME NONOPERATING REVENUES (EXPENSES) Interest income Interest expense Other income (expense) - net Total Net Income before transfers Transfers to Other Funds Net Income TRANSFER DEPRECIATION ON CONTRIBUTED ASSETS Income Transferred to Retained Earnings RETAINED EARNINGS, BEGINNING OF YEAR As originally reported Adjustment for vacation and sick pay As Adjusted RETAINED EARNINGS, END OF YEAR Enterprise $3,102,852 1,168,886 $1,933,966 $413,521 139,417 56,501 938,711 $1,548,150 $385,816 103,711 $282,105 $382,200 13,171 $395,371 $677,476 32,748 $644,728 65,229 $709,957 $3,923,191 $3,923_191 - $4,633,148 i I, A Form -3 ' Total (Memorandum Only) 'InLernal Service 1984 9 8 3 - --- --- - - - - -- $145,392 ----------------------- $3,248,244 - - $2,907,406 1,168,886 902,103 ----- - - - - -- ---- - - - - -- $145,392 -- -- -- - -- $2,079,358 $2,005,303 ' --- - - - - -- ----- - - - - -- -- - $ <,7,949 $483,470 $ 420 , 285 57,970 197,387 151,357 ' 5,289 61,790 49,941 - 938,711 760,694 - - - - -- ' --- - - - - -- $133,208- ----- - - - - -- $1,681,358- ----- $1,382,277- $12,184 $398,000 $623,026 ' 5,201 108,912 104,647 ----- - - - - -- ' --- - - - - -- $6,983 --- - - - - -- ----- - - - - -- $289,088 ----- - - - - -- $518,379 ----- - - - - -- $9,110 $391,310 $195,660 _ (1,069) 867 14,038 (19,279) ----- - - - - -- ' --- - - - - -- $9,977 ----- - - - - -- $405,348 - 175,312 -- $_ -- - $16,960 -- $694,436 $693,691 48 32,748 2 72,959 ----- - - - -- --- - - - - -- $16,960 ---- -- -- $661,688 $620,732 ' _ 65,229 65,229 - - - - -- ' --- - - - - -- $16,960 --- - - - - -- ----- - - - - -- $726,917 ----- - - - - -- ----- $685,961 ----- - - - - -- $35,890 $3,959,081 $3,310,192 ' (371072) --- - - - - -- $35,890 ----- - - - - -- - $3,959,081 - -- $3,273,120 ' $52,850 $4,685,998 $3,959,081 -17- i I, COMBINED STATEMENT OF CHANGES IN FINANCIAL POSITION ALL PROPRIETARY FUND TYPES Year Ended December 31, 1984 Enterprise SOURCES OF WORKING CAPITAL: Operations: Net income (loss) $644,728 Items not requiring (providing) working capital Depreciation 103,711 Working Capital Provided by Operations $748,439 Decrease in long term contract receivable 11,434 Decrease in deferred receivable- reserve capacity 1,863 Total Sources of Working Capital $761,736 USES OF WORKING CAPITAL: Additions to property and equipment -net 242,246 INCREASE IN WORKING CAPITAL $519,490 ELEMENTS OF INCREASE IN WORKING CAPITAL: Cash $2,843 Investments 721_,031 Accounts receivable (203,705) Inventory 250,676 Accounts payable (223,011) Due to other funds - Due from /to other governmental units - Accrued liabilities (28,344) Net Increase in Working Capital $519,490 The notes to the financial statements are an integral part of this statement 0 -18- ' Form A -4 Total (Memorandum Only) ' Internal Service 1984 1983 ' --- - - - - -- --------------------------- $16,960 $661,688 $620,732 ' 103,098 5,201 108,912 -- ' --- - - - - -- $22,161 --- - - - - -- $770,600 --- - - - - $723,830 - 11,434 10,994 _ 1,863 1,758 ' $229161 $783,897 $736,582 ' 454 242,700 23,485 ' - $21,707- $541,197- $713,097 - ($42) $2,801 ($57) ' 17,560 738,591 539,624 16 (203,689) 90,314 6,856 257,532 34,172 (837) (223,848) (19,180) ' 15,400 _ - 49,870 (1,846) (30,190) 2,954 - - - - -- ' --- - - - - -- $21,707 --- - - - - -- $541,197 --- $713,097 -19- Form A -5 HOUSING AND REDEVELOPMENT AUTHORITY OF COLUMBIA HEIGHTS i COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GOVERNMENTAL FUND TYPES Year ended December 31, 1984 Totals Special (Memorandum only) General Revenue ----------------- - - - - -- Fund Fund 1984 1983 --- - - - - -- --- - - - - -- ----- - - - - -- ----- - - - - -- Revenues: Rents $ - $135,667 $135,667 $126,790 Loans and grants: Economic Development Admin. - - - 153,111 Community Development Block Grant - 75,786 75,786 430,109 Department of Housing and Urban Development - 295,192 295,192 201,862 General obligation bond proceeds through City of Columbia Heights 495,569 105,796 601;365 604,298 Other revenues 105,621 103,647 209,268 118,488 Total Revenues - --- - - - - -- 601,190 --- - - - - -- 716,088 ----- - - - - -- 1,317,278 ----- - - - - -- 1,634,658 Expenditures: --- - - - - -- --- - - - - -- ----- - - - - -- ----- - - - - -- Administation 87,131 44,804 131,935 140,411 Utilities, maintenance and operations - 132,097 132,097 137,571 Loans and grants 54,710 24,806 79,516 79,445 Rental assistance 20,261 - 20,261 16,581 Property acquisition /site improvement 429,140 237,418 666,558 872,802 Relocation assistance - - - 79,370 Legal 27,354 8,055 35,409 40,761 Principal reduction - - - 108,925 Interest - 121,193 121,193 102,644 Other expenditures 179 44,751 44,930 6,590 Total Expenditures 618,775 613,124 1,2319899 1,585,100 --- Excess (deficiency) of revenues - - - - -- --- - - - - -- ----- - - - - -- ----- - - - - -- over expenditures (17,585) 102,964 85,379 49,558 Fund balance at beginning of year 653,671 335,436 989,107 939,549 Fund balance at end of year $636,086 $438,400 $1,074,486 $989,107 -20- ' NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 1984 ' Note 1 - Summary of Significant Accounting Policies The City operates under a Home Rule.Charter, which prescribes the council - manager form of government. The following services are provided: ' public safety, highways and streets, sanitation, health and social services, culture- recreation, public improvements, planning and zoning, and general administrative services. ' The financial statements included in the report cover all commissions, boards, authorities, and bodies that are dependent on or controlled by the City's executive and legislative branches. The criteria used.to determine the financial reporting entity are in conformance with NCGA Statement 3, Defining the Governmental Reporting Entity. ' The accounting policies of the City conform to generally accepted accounting principles as applicable to governments. The following is a summary of the more significant policies. A. FUND ACCOUNTING The accounts of the City are organized on.the basis of funds and ' account groups, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self - balancing accounts that comprise its assets, .r. liabilities, fund equity, revenues, and expenditures, or ' expenses, as appropriate. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The various funds are grouped, in the ' financial statements in this report, into seven generic Hind types and three broad fund categories as follows: Governmental funds- - General Fund - The General Fund is the primary operating fund of ' the City. It is used to account for all financial resources\ except those required to be accounted for in another fund. ' Special•Revenue Funds - Special Revenue Funds are used to account for the proceeds of specific revenue sources that are restricted to expenditures for specified purposes. Debt Service Funds - Debt Service Funds are used to account for the accumulation of resources for, and the payment of, general long -term debt principal, interest, and related costs. Capital Project Funds - Capital Project Funds are used to account - for financial resources to be used for the acquisition or ' construction of major capital facilities.. Special Assessment Funds - Special Assessment Funds are used to account for financing of public improvements or services deemed to benefit the properties against which special assessments are levied. 1 -21- NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 Note 1 - Summary of Significant Accounting Policies (Continued) A. FUND ACCOUNTING (Continued) i Housing and Redevelopment Authority (HRA)- The seperate HRA Fund is used to account for the activities of the authority in the City of Columbia Heights. Proprietary Funds -- Enterprise Funds - Enterprise Funds are used to account for operations (a) that are financed and operated in a manner similar to private business enterprises - where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or, (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and /or net . income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Internal Service Funds - Internal Service Funds are used to account for the financing of goods or services provided by one department or agency to other departments or agencies of the City, or to other governments., on a cost - reimbursement basis. B. MEASURMENT FOCUS The accounting and reporting treatment applied to the fixed assets and long -term liabilities associated with a fund are determined by its measurement focus. All governmental funds are accounted for on a spending or "financial flow" measurement focus. This means that only current assets and current liabilities are generally included in their balance sheets. Their reported fund balance is considered a measure of "available spendable resources ". Governmental fund operating statements present increases and decreases in net current assets. Accordingly, they are said to present a summary of sources and uses of "available spendable resources" during a period. Fixed assets used in governmental fund types operations (general fixed assets) are accounted for in the General Fixed Assets Account Group, rather than in governmental funds. Public domain general fixed assets consisting of certain improvements other than buildings, including roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, and lighting systems, are not capitalized with other general fixed assets. No depreciation has been provided on fixed assets. -22- NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 Note 1 - Summary of Significant Accounting Policies (Continued) B. MEASUREMENT FOCUS (Continued) Long term liabilities expected to be financed from governmental funds are accounted for in the General Long -Term Debt Account Group, not in the governmental funds. The single exception to ' this general rule is for special assessment bonds, which are accounted for in Special Assessment Funds. ' The two account groups are not "funds ". They are concerned only with the measurement of financial position. They are not involved with measurement of results of operations. ' C. BASIS OF ACCOUNTING Basis of accounting refers to when revenues and expenditures or expenses are recognized in the accounts and reported in the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. All governmental funds are accounted for using the modified accrual basis of accounting. Revenues are recognized when they become measurable and available as net current assets. Substantially all sources of revenue are accrued. Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred, except for principal and interest on general long -term debt which are recognized when due. All proprietary funds are accounted for using the accrual basis of accounting. Revenues are recognized when they are earned, and expenses are recognized when they are incurred. . D. BUDGETS AND BUDGETARY ACCOUNTING The City follows these procedures-in establishing the budgetary data reflected in the financial statements. (a) Prior to January 1, the budget is adopted by the City Council. (b) Formal budgetary integration is employed as a management control device during the year for the General Fund and Special Revenue Funds. (c)' Budgets for the General And Special Revenue are adopted on a*basis consistent with generally accepted accounting principles. (d) 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 -23- NOTES TO FINANCIAL STATEMENTS (CONTINUED) , DECEMBER 319 1984 Note 1 - Summary of Significant Accounting Policies (Continued) Manager. The accompanying statements of revenue and ' expenditures compared with the budget estimates reflect these revisions, if any. All appropriations lapse at the end of the budget year to the extent that they have not been expended or ' lawfully encumbered. E. ASSETS AND LIABILITIES Cash and Temporary Investments - Cash available, in excess of 1 immediate needs, is invested temporarily in savings accounts, savings certificates, and short -term government obligations. Such investments are stated at cost or. amortized cost, as applicable, in the accompanying financial statements. Investment earnings are recognized as earned and are recorded in the funds ' on the basis of average cash and investment balances. Property taxes - Property taxes are set by the City Council with the levy certified to the County, which acts as a collection ' agent, in October prior to the year collectible. Such taxes constitute a lien on the property on January 1 of the year collectible. ' Allowances have been provided for all taxes receivable which were not paid by December 31, and remitted to the City within 60 days of year end. As a result, property tax revenue is recognized ' when it becomes measurable and available to finance current expenditures. ' Assessments receivable - Special assessments are levied against the benefited properties for the assessable costs of special assessment improvement projects in accordance with State Statutes. The City usually adopts the assessment rolls when the ' individual projects are complete or substantially complete. The assessments are collectible over a term of years generally consistent with the term of years of the related bond issue. ' Collection of annual installments (including interest) is handled by the City with only delinquent balances being certified to the County. Property owners are allowed to prepay total future installments without interest or'prepayment penalties. Special assessments receivable include the following components: ' Unremitted - amounts collected by County but not remitted to City at December 31. Delinquent - amounts billed to property owners but not paid. Deferred - assessment installments which will be billed to ' property owners in future years. Inventories — Inventories of the proprietary funds are stated at the ' lower of FIFO cost (first -in, first =out) or market. -24- 1 ' NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 E. ASSETS AND LIABILITIES (Continued) Fixed Assets /Property and Equipment - All fixed assets are valued at historical cost or estimated historical cost. Donated fixed ' assets are valued at their estimated fair value on the date donated. ' Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to reserve that portion of the applicable appropriation, ' is employed as an extension of formal budgetary integration in the General Fund, Special Revenue Funds, Capital Projects Funds, and Special Assessment Funds. Encumbrances outstanding at year end are reported as reservations of,fund balances since they do ' not constitute expenditures or liabilities. Depreciation of all exhaustible fixed assets used by proprietary 1 funds is charged as an expense against their operations. Depreciation on contributed assets.in the Mater and sewer utility funds is added back to income transferred to retained earnings ' and is deducted from contributed fund equity. Accumulated depreciation is reported on proprietary fund balance sheets. Depreciation has been provided over the estimated useful lives ' using the straight line method. The estimated useful lives are as follows. Buildings 40 -50 Years Mains & Lines 50 -100 Years Structures 5 -20 Years Equipment 5 -20 Years ' Accumulated Unpaid Vacation and Sick Pay - Accumulated vacation and sick pay is recorded as.a liability at the balance sheet date in accordance with NCGA Statement No. 4 and'City policy. ' F. REVENUES, EXPENDITURES, AND EXPENSES Certain grants received by the City require that eligible ' expenditures be made in order to earn the grant. Revenue for --these grants is recorded in the period in which eligible expenditures are made. ' Utility service charges are recognized when earned. Unbilled utility service charges are included in receivables at year -end. ' Interest on bonded indebtedness is recorded as an expenditure when paid in the governmental fund types and is recorded as an expense when incurred in the proprietary fund types. ' G. ENCUMBRANCES ' Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to reserve that portion of the applicable appropriation, ' is employed as an extension of formal budgetary integration in the General Fund, Special Revenue Funds, Capital Projects Funds, and Special Assessment Funds. Encumbrances outstanding at year end are reported as reservations of,fund balances since they do ' not constitute expenditures or liabilities. NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 H. COMPARATIVE DATA Comparative data for the prior year have been presented to provide an understanding of changes in the City's financial position and operation. I. TOTAL COLUMNS ON COMBINED STATEMENTS Total columns on the Combined Statements are captioned Memorandum Only to indicate that they are presented only to facilitate financial analysis. Data in these columns do not present financial position, results of operations, or changes in financial position in conformity with generally accepted accounting principles. Neither are such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of these data. Note 2 - Due from Other Governmental Units The amounts due from other governmental units at December 31, 1984 are composed of the following amounts: General Fund Court Fines $ 9,940 Civil Defense 3.670 139610 Special Revenue Funds Revenue Sharing $ 28,096 ParaTransit 1,566 State Aid 32.852 62,514 Capital Projects Funds HRA 110,753 Housing & Redevelopment Authority Federal Grants $1739563. State and Local - Government Aid 75,624 249,187 Enterprise Fund Sewer Fund - MWCC final cost allocation 82,147 $518,211 Note 3 - Proprietary Funds Contract Receivable and Deferred Receivable A. INTERCEPTOR ACQUISITION CONTRACT RECEIVABLE As of January 1, 1971, the Metropolitan Waste Control Commission (M.W.C.C.) assumed ownership of all existing interceptors and treatment works. Under the terms of the agreement with M.W.C.C., the City is to be reimbursed for the value at the time of transfer of such facilities. WTI: ' NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 ' Note 3 - Proprietary Funds Contract Receivable and Deferred Receivable Continued) A. INTERCEPTOR ACQUISITION CONTRACT RECEIVABLE (Continued). The contract represents the-value-of the facilities acquired by the M.W.C.C. and was determined to be $400,533 at the date of takeover by ' the M.W.C.C. This amount is being amortized through credits received against annual sewer service billings from the M.W.C.C. over a thirty -year period with interest at 4 %. ' Prior to 1984, the City received credits against M.W.C.C. billings totaling $289,536, of which $129,580 was treated as a reduction of principal. During 1984, the City received a credit of $22,272, of ' which $11,434 was-a reduction of principal. As of December 319 1984, a balance of $259,519 remained to be collected over the next sixteen years. ' B. DEFERRED RECEIVABLE The City was required to advance funds to the M.W.C.C. for deferments ' of reserve capacity costs granted to other communities. The balance of this receivable from the M.W.C.C. at December 31, 1984 was $25,910 and is collectible over the next eight years. During 1984, the City received $4,157 related to this receivable, of which $1,863 ' represented a reduction of principal. Note 4 - Interfund Receivable and Payable Balances. ' Receivable Payable. Special Revenue Funds Municipal State Aid Fund $ 349972 ' Special Assessment Funds Permanent Improvement Revolving Fund $ 34,972 HRA General Fund: Low Income Housing $ 32,229 Downtown Development Fund $ 32,870 Anoka County Community Development Block Grant Fund $ 37,838 HRA Special Revenue Funds Low .Income Housing .$ 32, � �9 Downtown Development Fund $ 32,870 ' Anoka County Community Development Block Grant Fund 1 37.838 $137,909 $137,909 Note 5 - Changes in General Fixed Assets Changes in General Fixed Assets Account Group during 1984 were as follows: Adjustments Balance and Balance ' Jan 1. 1984 Additions Retirements Dec. 31. 1984 Land $3,025,100 $3,025,100 Bldgs.& Structures 3,458,111 $ 32.,364 3,4909475 ' Furniture, Fixtures & Office Equip. 636,038 41,628 6779666 Machinery & Equip. 1.031,726 122,461 24.664 1.129,523 TOTAL $8,150,975 $ 196,453 $ 24,664 $8,322,764 o, A summary of the internal service funds property and equipment at December 31, 1984 follows: NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 ' Note 6 - Proprietary Fund Types Property and Equipment Garage, Buildings & Improvements $ 13,795 Office Furniture & Equipment A summary of the enterprise funds property and equipment at December 31, 1984 follows: 81,226 ' Less Accumulated Depreciation Water Sewer 60,346 ' Liquor Utility Utility Total Land $ 7,125 $ 45,223. $ 36,586 $ 88,934 Buildings 80,613 212,924 26,245 319,782 ' Improvements other than Balance Jan 1, 1984 Issued Buildings 86,846 2,174,394 2,340,642 4,601,882 $ 140 Office Furniture & Equip. 23,405 2,169 1,642 27,216 Machinery & Equipment 149,415 122,596 189,366 461,377 9,225 347,404 2,557,306 2,594,481 5,499,191 Less Accumulated Depr. 72,378 1,100,420 1,234,014 2,406,812 ' Bonds payable at December 31, 275,026 1,456,886 1,360,467 3,092,379 ' A summary of the internal service funds property and equipment at December 31, 1984 follows: Central Garage, Buildings & Improvements $ 13,795 Office Furniture & Equipment 741 Machinery & Equipment 66,690 81,226 ' Less Accumulated Depreciation 60,346 $ 20,880 Note 7 - Long -Term Debt Changes in long -term debt during the year ended December 31, 1984 are ' summarized below (in 000's) Balance Jan 1, 1984 Issued Retired Balance December 31, 1984 General Bonds $ 140 $ $ 140 $ Tax Increment , Bonds 8,615 1,070 460 9,225 Special Assessment 2,550 2,600 2,550 2,600 Total $ == 11,305 $== =3,670 $- -3,150 $== 11,825 ' Bonds payable at December 31, 1984 are comprised of the following issues. Tax Increment Bonds -- I Tax Increment Bonds of 1980, 8.0$- 8.75$, Payable in ' Varying Annual Amounts to 2002 $ 8,155,000 General Obligation Tax Increment Bonds Series 1984, ' 7.0$ -9.4$, payable in varying annual amounts, 1986 -1994 $ 1,070,000 $ 9,225,000 -28- ' MI U, NOTES TO FINANCIAL STATEMENTS (CONTINUED)' ' DECEMBER 31, 1984 Note 7 - Long -Term Debt (Continued) Special Assessment Bonds -- ' General Obligation Permanent Improvement %, a Fund Bonds, Series.1984, 6.5% - 9.75 payable 2,600,000 in varying annual amounts, 1985 -1996 $11,825,000 The annual requirements in thousands of dollars to amortize all bonded debt interest of $8,422,000 are outstanding at December 31, 1984, including payments as follows (in 000's) ' Year Ending Tax Special Increment Assessment Total December 31 785 418 1,.�03 1985 1986 984 362 1,346 ' 1987 1,019 361 358 1,380 1,417 1988 1,059 1,083 359 1,442 1989 1990 -94 5,751 1,755 7,506 1995 -99 4,830 693 5,5 �3 1,644 2000 -02 1,644 $17,155 $_4,306 21,461 $21_4=1 $599,124 is available in Debt Service Funds to service the general obligation restrictions ' and tax increment bonds. There are a number of limitations and The City is in compliance with all contained in the various bond indentures. significant limitations and restrictions. The Tax Increment Bonds are payable from the amount of District. increase in the property The Special Assessment taxes on the property in the Tax Increment from special assessments. Any deficiencies in Bonds are payable primarily from these sources will be provided by general property taxes. revenue Note 8 - Reserved -Fund Equity z ' The following reservations of fund equity have been made as of December 31, 1984. Debt Service Funds $ 599,124 Debt Service Housing & Redevelopment Authority 680 020 Community Development Activities , 94,487 Future Operations ' Revenue Sharing 122,489 Encumbrances $1,496,120 MI U, The pension levy meets the minimum requirements of the Police and Firemen's Relief Association Guidelines Act of 1969, which became effective July 1, 1971, ' and which required that contributions shall cover the normal cost plus interest at 5$ 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, the annual levy includes an amount for the amortization of the unfunded pension liability by the year 2005. -30- 1 NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 ' Note 9 - Segment Information - Enterprise Funds The City maintains three enterprise funds. Segment information for the year , ended December 31, 1984 is as follows: Water Sewer , Li uor Utility Utility Total Sales, less cost of sales of $1,168,886 $ 265,204 $ 265,204 ' Operating Revenue 821,768 846,994 1,668,762 Depreciation 5,289 44,511 53,911 103,711 Depreciation Transferred to .Contributions (26,294) (38,935) (65,229) Operating Income 37,061 78,824 166,220 282,105 Operating Transfers Out Net Income (30,356) 226,116 (1,196) (1,196) (32,748) 129,440 289,172 644,728 ' Property & Equip.- Additions 216,367 13,456 12,423 242,246 Net Working Capital 1,486,965 601,940 1,252,147 3,341,052 Total Assets 2,071,074 2,121,846 2,920,693 7,113,613 , .Total Equity- Contributed 1,067,160 1,018,552 2,085,712 Total Equity- Retained Earnings 1,761,991 991,666 1,879,491 4,633,148 Note 10 - 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 Minnesota ' .Statutes, Chapter 374, are covered by Public Employees, Police and Fire Fund (a special fund of the Public Employees Retirement Association - P.E.R.A.). 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 1984 the amounts were: Levy State -Aid Total Police Relief $ 77,313 $ 75,054 $ 152,367 , Fire Relief - Paid 54,448 47,464 101,952 Fire Relief - Volunteer 8,185 - 8,185 $139.986 $ 122,518 $ 262,504 ' 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 contributions 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, the annual levy includes an amount for the amortization of the unfunded pension liability by the year 2005. -30- 1 ' NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 Note 10 - Retirement Plans (Continued) The follow schedule of accrued liabilities was obtained from the latest actuarial surveys dated December 31, 1983. ' Funded Accrued Funded (Unfunded) Reserves Liability Accrued Liability ' Police Relief $1,346,241 $ 3,154,623 $ (1,808,382) Fire Relief -Paid 939,959 2,421,126 (1,481,167) Fire Relief - Volunteer 548,308 322,676 225,632 The City participates in a contributory pension plan under the Public Em Y P P ployees Retirement Association (PERA),,Minnesota Statutes, Chapter 353, which covers ' substantially all .employees except those qualifying 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 4.25% of the total salary of each. 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 %). For Police and Fire PERA, the City's contribution is equal to 12% of each individual's salary ' (employee share 8 %). The pension cost including amortization of estimated prior service cost was $166,068 for the year ended December 31, 1984. 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 employees participating in the .state association. The amount of unfunded prior service cost attributable ' to individual reporting entities is not determinable. The City's contribution to the Federal Insurance Corporation of America (Social Security) for those individuals belonging to the coordinated'-plan is equal to ' 7% of the first $37,800 in 1984 or total of $83,574. Note 11 — Contingent Liability The City participates in a number-of federally assisted grant programs, principal of which are the General Revenue Sharing & Community Development Block Grant. These programs are subject to program compliance audits by the ' . grantors or their representatives. The audits of these programs for or including the year ended December 31, 1984 have not yet been conducted. Accordingly, the City's compliance with the applicable grant requirements will ' be established at some future date. The amount, if any, of expenditures which may be disallowed by the granting agencies cannot be determined at this time although the City expects such amounts, if any, to be immaterial. ' Note 12 - Claims and Litigation The City had the usual and customary types of miscellaneous claims pending at ' year -end, mostly of minor nature and usually all covered by insurance carried for that purpose. -31- NOTES TO FINANCIAL STATEMENTS (CONTINUED) DECEMBER 31, 1984 Note 13 - Commitment The City has leased premises for a liquor store under a five year agreement expiring in 1989 and requiring total annual rental payments of $58,250. -32- HE CITX OF COLUM IA HEIGHTS, MINNESOTA NNUA TINABCIAL KEP RT EAR �NDED llECEMBER L/17814 GENERAL RXD 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 Balance Sheet Statement of Revenues, Expenditures and Changes in Fund Balance Schedule of Revenues - Budget and Actual Schedule of Expenditures.- Budget and Actual Page Form B 33 Form B -1 34 Form B -2 35 -36 Form B -3 37 -41 Form B GENERAL FUND COMPARATIVE BALANCE SHEET December 31, 1984 and 1983 ASSETS 1984 ------ - - - - -- 1983 ----- - - - - -- ' Cash: Treasurer's balance $203,284 $22,843 Imprest cash and change funds 1560 1,975 ----- - - - - -- Total Cash ------ - - - - -- $204,844 $24,818 Investments, at cost 2,417,631 2,082,090 Taxes receivable -- unremitted 17,282 - Taxes receivable -- delinquent 36,290 49,644 Less: Allowance for uncollectable taxes (36,290) (49,644) Accounts receivable: Unbilled services 82,650 81,108 Other ' 50,953 48,593 Due from other governmental units 13,610 18,060 Prepaid insurance 647 - - - - -- - ----- - - - - -- Total Assets ------ $2,787,617 $2,254,669 LIABILITIES, AND FUND BALANCE ------------------------------ Liabilities: Accounts payable $64,858 $31,868 Accrued salaries and withholdings 72,526 60,474 Deposits 25,665 7,165 Due to other governmental units 1,884 1,888 Deferred revenue 91914 11,123 - - Total Liabilities ------ - - - - -- $174,847 ------ - - - - -- ----- - - -- $112,518 ----- - - - - -- Fund Balance: Reserved for encumbrances $ - $3,273 Unreserved Designated for subsequent year's Expenditures 287,825 110,054 Undesignated 2,324,945 - - - - -- 2,028,824 ----- - - - - -- Total Fund Balance -- Form B -1 ------ $2,612,770 $2,142,151 Total Liabilities, and Fund Balance $2,787,617 $2,254,669 -33- u, Form B-1 GENERAL FUND STATEMENTS OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE Year Ended December 31, 1984 With Comparative Actual Amounts for Year Ended December 31, 1983 1984 - 1983 ----- - - - - -- ----- - - - - -- ----- - - - -- --- - - - - -- Variance Favorable Budget Actual (Unfavorable) Actual ' Pevenues: Taxes ----- - - - - -- $1,240,474 ----- - - - - -- $1,280,373 --- - - - - -- - $39,899 ----- - - - - -- $1,140,816 Licenses and permits 131,425 215,942 84,517 156,410 Fines and forefeitures 51,500 51,009 (491) 51,870 ' Intergovernmental revenues 2,107,647 2,154,848 47,201 2,059,758 Charges for current services 584,600 584,578 (22) 570,647 Miscellaneous 132,950 180,663 47,713 163,453 ' Refunded reimbursements, 23,000- 36,052- 13,052 - 41,182 ---- - Total Revenues - - -- $4,271,596 - - -- $4,503,465 -- $231,869 $4,184,136 ' Other Financing Sources: Transfers from other funds 159,200 87,113 ----- - - - - -- (72,087) --- - - - - -- 85,144 ----- - - - - -- Total Revenues and Other ----- - - - - -- ' Sources $4,430,796 ----- - - - - -- $4,590,578 ----- - - - - -- $159,782 --- - - - - -- $4,269,280 ----- - - - - -- Expenditures: ' General government $686,565 $563,717 $122,848 $546,692 Public safety 1,733,475 1,654,871 78,604 1,537,897 Public works 719,430 645,265 74,165 561,632 ' Sanitation 455,800 450,010 5,790 430,126 Library 214,150 212,379 1,771 265,803 Parks 494,650 488,758 5,892 415,629 ' Other 127,980 2,607- 125,373 8,671 Total Expenditures - -- $4,432,050 -- $4,017,607 $414,443 $3,766,450 ' 0?yher Financing Uses: Transfers to other funds 104,800 102,352 ----- - - - - -- 2,448 --- - - - - -- 95,527 ----- - - - - -- ' Total Expenditures and ----- - - - - -- Other Uses $4,536,850 -- $4,119, 959 ----- - - - - -- $416,891 --- - - - - -- $3,86 1,977 ----- - - - - -- Excess of revenues and ----- - - - - ' other sources over ($106,054) $470,619 $576,673 $407,303 (under) expenditures and other uses t Fund balance at beginning of year 2,142,151 2,142,151 - 1,734,848 Fund balance at end of year $2,036,097 $2,612,770 $576,673 $2,142,151 -34- u, Form B-2 GENERAL FUND SCHEDULE OF REVENUES - BUDGET AND ACTUAL Year Ended December 31, 1984 Variance Budget Actual Favorable Revenue Revenue (Unfavorable) - - - - -- ----- - - - - -- --- - - - - -- General property taxes: Current ad valorem $1,237,474 $1,253,907 $16,433 Delinquent ad valorem - 18,501 18,501 Penalties and interest 3,000 .7,965 4,965 Total ----- - - - - -- $1,240,474 ----- - - - - -- --- $1,280,373✓ ----- - - - - -- --- - - - - -- $39,899 - - - - -- Licenses and permits: ----- - - - - -- Business regulatory licenses $52,325 $78,893 $26,568 Non- business licenses and permits 79,100 137,049 57,949 Total ----- - - - - -- $131,425 - - -- ----- - - - - -- --- $215,9427J ----- - - - - -- --- - - - - -- $84,517 - - - - -- Fines and forefeitures: ----- - - Court fines $50,000 $50,134 $134 Other 1,500 875 (625) Total ----- - - - - -- $51,500 -- ----- - - - - -- --- - - - - -- $51,009 7a ($491) ----- - - - - -- --- - - - - -- Revenue from use of money and property: ----- - - - - �S Interest earnings -- Investment Trust Fund $100,000 $134,001 $34,001 Rents 24,650 25,018,e6 368 Total ----- - - - - -- $124,650 ----- - - - - -- ----- - - - - -- --- $159,019 ----- - - - - -- --- - - - - -- $34,369 - - - - -- Revenue from other agencies: Shared state taxes: - Local government aid Property tax relief (Homestead) Insurance premium tax Other Anoka county: Street maintenance Federal aid: Civil defense reimbursement Total $1,465,062 $1,546,244 $81,182 500,000 472,163 (27,837) 81,755 83,951 2,196 35,770 41,694 5,924 18,060 - (18,060) 7,000 10,796 3,796 ----- - - - - -- ----- - - - - -- --- - - - - -- $2,107,647 $2,154,848.0 $47,201 ----- - - - - -- ----- - - - - -- --- - - - - -- -35- 1 1 ' GENERAL FUND SCHEDULE OF REVENUES - BUDGET AND ACTUAL CONTINUED) Year Ended December 31, 3-W3 /c! Other revenue: Sale of land Gain sale equipment Miscellaneous ' Total ' Charges for current services: General government Public safety Public works Library Parks Refuse collection ' Other Total ' Refunds and reimbursements: Construct. -on labor reimbursement ' Equipment rental reimbursement Other reimbursements ' Total Total Revenue Other Financing Sources: Transfers from other funds ' Sullivan Lake Fund Park Dedication Fund Liquor Fund ' Total Grand Total Form B -2 59,200 Variance Budget Actual Favorable Revenue Revenue - - - - -- (Unfavorable) -- ------ - - - - -- - - - - - -- - - -- $ - - - - - - $5,500 y $5,500 4,000 7,634 d 3,634 4,300 8,510 -7 4,210 - - -- $8,300- ----- - - - - -- $21,644 ------- - - - - -- ------ $13,344 - - - - -- $2,600 $2,547 ($53) 46,050 43,484 7 b (2,566) 7,800 5,274 (2,526) 4,150 4,665 515 43,000 54,508 11,508 475,000 466,891 (8,109) 6,000 7,209 , %b 1,209 $584,600 ----- - - - - -- $584,578 ------- - - - - -- ------ ($22) - - - - -- $15,000 $ - ($15,000) 7,000 11,602 4,602 1,000 24,450 13,450 ----- - - - - -- 2 000 $ 3� ------- - - - - -- ------ IV 6 052 - - - - -- $13,052 - - - $4,271,596 $4,503,465 $231,869. 59,200 56,757 (2,443) 100,000 30,356 (69,644) ----- - - - - -- $159,200 ------- - - - - -- ------ $87,113 N,/) - - - - -- ($72,087) ----- - - - - -- $4,430,796 ------- - - - - -- ------ $4,590,578 - - - - -- $159,782 0 -36- GENERAL FUND SCHEDULE OF EXPENDITURES BUDGET AND ACTUAL Year Ended December 31, 1984 GENERAL GOVERNMENT: Mayor and Council: Personal services Other services and charges Supplies Total City Manager: Personal services Other services and charges Supplies Total Finance Clerk: Personal services ' Other services and-charges Supplies Capital Outlay Total Elections: Personal services Other services and charges Supplies Total Assessing: Personal services Other services and charges Supplies Capital Outlay Total Form B-3 1984 -------------------------------------------- Unencumbered Original Budget (Overexpended) Budget (Revised) Expenditur Balance -------------------------------------- - - - - -- $64,660 $70,660 $70,642 $18 46,785 40,685 36,576 4,109 1,250 1,350 1,335 15 --- - - - - -- $112,695 --- - - - - -- ----- - - - - -- $112,695 ----- - - - - -- --- - - - - -- ------ $108,55,3-,1// --- - - - - -- ------ - - - - -- $4,142 - - - - -- $57,150 $65,150 $65,138 $12 26,445 27,195 26,601 594 500 750 734 16 --- - - - - -- $84,095 --- - - - - -- ----- - - - - -- $93,095 ----- - - - - -- --- - - - - -- ------ $92,473. --- - - - - -- ------ - - - - -- $622 - - - - -- $71,405 $73,905 $73,882 $23 40,150 30,650 30,584 66 2,980 2,480 2,158 322 100,000 100,000 30,356 69,644 --- - - - - -- $214,535 --- - - - - -- ----- - - - - -- $207,035 ----- - - - - -- --- - - - - -- ------ $136,980.h/ --- - - - - -- ------ - - - - -- $70,055 - - - - -- $9,550 $1,600 $1,571 $29 2,275 11,225 11,116 109 1,000 500 446 54 --- - - - - -- $12,825 --- - - - - -- ----- - - - - -- $13,325 ----- - - - - -- --- - - - - -- -------- $13,133 -&/ --- - - - - -- ------ --- $192 - - - - -- $58,075 $58,075 $57,432 $643 14,220 12,060 2,889 9,171 790 790 640 150 160 160 $73,085 --- - - - - -- $71,085 ----- - - - - -- $61,121 - --- - - - - -- ------ $9,964 - - - - -- Legal: Other services and charges $90,685 $90,685 $58,881<6/ $31,804 --- - - - - -- ----- - - - - -- --- - - - - -- ----- - - - - -- -37- 1 1 1 1 1 Form B-3 GENERAL FUND SCHEDULE OF EXPENDITURES (CONTINUED) BUDGET AND ACTUAL Year Ended December 31, 1984 1984 -38- ------------------------------------------------- Unencumbered Original Budget (Overexpended) Budget (Revised) Expenditures Balance GENERAL GOVERNMENT (continued): ------------------------------------------------- Planning: Personal services $9,560 $9,565 $9,565 $ - Other services and charges 1,170 1,165 370 795 Supplies; 500 500 - - - - -- ------- 500 - - - - -- Total ----- - - - - -- $11,230 -- ----- - - - - -- $11,230 ----- - - - -- ------ $9,935 * / ----- - - - - -- ------- $1,295 - - - - -- ----- - - - - General Government Buildings: - Personal services $18,765 $17,262 $14,787 $2,475 Other services and charges 88,250 59,000 56,722 2,278 Supplies 11,000 11,025 11,004 21 Capital Outlay 128 128 ------- - - - - - -- Total ----- - - - - -- $118,015 ----- - - - - -- $87,415 ----- - - - - -- $82,641 vj $4,77 - - - - -- TOTAL GENERAL GOVERNMENT ----- - - - - -- $717,165 ----- - - - - -- $686,565 ----- - - - - -- ------- '$563,717 $122,848 PUBLIC SAFETY: Police Protection: Personal services $872,290 $945,500 $945,332 $168 Other services and charges 84,860 48,000 47,352 648 Supplies 42,185 30,415 30,298 117 Capital Outlay 30,580 31,000 30,991 9 Total $1,029,915 ----- - - - - -- $1,054,915 ----- - - - - -- -- 7�7 $1,053,973 ,z//.-�) ----- - - - - -- ------- --------- $942 - - - - -- Fire Protection: Personal services $408,145 $408,950 $408,941 $9 Other services and charges 48,295 47,490 31,978 15,512 Supplies 18,980 18,980 11,450 7,530 Capital Outlay 70,710 70,710 17,268 53,442 Total ----- - - - - -- $546,130 - - - - -- ----- - - - - -- $546,130 ----- - - - - -- ----- - - - - -- -- $469;637 �7 ----- - - - - -- ------- -- - - - - -- $76,493 - - - - -- Protective Inspection: Personal services -=--- $74,225 $82,060 $82,050 $10 Other services and charges 17,500 12,145 12,032 113 Supplies 1,375 1,395 1,384 11 --- -- Total ----- - - - - -- $93,100 ----- - - - - -- $95,600 ----------- �� $95,466 $13� Civil Defense: Personal services $17,895 $20,875 $2.0,225 $650 Other services and charges 8,360 8,360 8,184 176 Supplies 975 995 982 13 Total ----------- $27,230 ----- - - - - -- ----- 0 -2 -0- $3 3 ----- - - - - -- ---- 2 - - - -�� ------ - -8 - -- $ 9,39 - $839 ----- - - - - -- ------- - - - - -- -38- GENERAL FUND SCHEDULE OF EXPENDITURES (CONTINUED) BUDGET AND ACTUAL Year Ended December 31, 1984 1984 ----------------- - - - - -- Original Budget Budget (Revised) -----=------------ - - - - -- Form B-3 ------------------------ Unencumbered (Overexpended)` Expenditures Balance ------------------ - - - - -- PUBLIC SAFETY: (continued) $199,730 $189,730 $179,983 Animal Control: Other services and charges 81,445 71,445 Other services and charges $6,300 $6,450 $6,404 $46 Supplies 200 150 - 150 Total ----------- $6,500 ----- - - - - -- - $6,600 ----- - - - - -- ------ $6,404 mod' - - - - -- $196 TOTAL PUBLIC SAFETY ----------- $1,702,875 ----- - - - - -- $1,733,475 ----- - - - - -- ------ $1,654,871 - - - - -- $78,604 PUBLIC WORKS: $1,110 $1,110 $ - Engineering: Other services and charges 73,460 73,460 Personal services $159,025 $159,025 $145,392 $13,633 Other services and charges 19,490 19,490 12,463 7,027 Supplies 7,030 7,030 6,233 - - - - -- ------ 797 - - - - -- Total ----- - - - - -- $185,545 ----- - - - - -- ----- - - - - -- $185,545 ----- - - - - -- ----- $164,088// ----- - - - - -- ------ $21,457 - - - - -- Street Maintenance: Personal services $199,730 $189,730 $179,983 $9,747 Other services and charges 81,445 71,445 69,017 2,428 Supplies 65,400 62,400 37,030 25,370 Total ----- - - - - -- ----- $346,575 - - -- ----- - - - - -- $323,575 - - - - -- ----- - - - - -- ------ $286,030// ----- - - - - -- ------------ - - - - -- $37,545 Street Lighting: ----- - - Personal services $1,110 $1,110 $ - $1,110 Other services and charges 73,460 73,460 68,092 5,368 Total ----- - - - - -- ----- $74,570 - - - - -- $74,570 - - - - -- ----- - - - - -- ------ $68,092 *// ----- - - - - -- ------ - - - - -- $6,478 - - - - -- Traffic Signs and Signals: ----- - - - - -- ----- Personal services $23,135 $23,135 $22,842 $293 Other services and charges 15,985 15,985 14,388 1,597 Supplies 15,150 15,150 8,661 6,489 Total - -- $54,270- $54,270 - - - - -- $45,891,d// ----- - - - - -- ------ $8,379 - - - - -- Tree Trimming and Removal: ----- - - - - -- ----- Personal services $18,580 $14,000 $13,708 $292 Other services and charges 49,065 66,920 66,910 10 Supplies 825 550 546 ------ 4 - -- Total ----- - - - - -- ----- $68,470 - - - - - -- $81,470 ----- - - - - -- $81,164,2.5C-- - - - $306 TOTAL PUBLIC WORKS ----- - - - - -- ----- $729,430 - - - - -- $719,430 ----- - - - - -- ------ $645,265 - - - - -- $74,165 -39- -40- Form B -3 GENERAL FUND SCHEDULE OF EXPENDITURES (CONTINUED) BUDGET AND ACTUAL Year Ended December 31, 1984 1984 Unencumbered ' Original Budget (Overexpended) Budget Revised Expenditures Balance ------------------------------------------- SANITATION: Refuse Collection and Disposal: Personal services $22,670 $20,680 $20,677 $3 ' Other services and charges 422,885 425,481 425,135 346 Supplies 1,600 915 914 1 Capital Outlay - 79 79 - ' Total $447,155 - - - -- $447,155 --- - - - - -- $446,805 i9lj --- - - - - -- --- $350 - - - - -- Weed Control: --- - ' Personal services $5,395 $5,395 $243 $5,152 Other services and charges 3,250 3,250 2,962 288 ' Total $8,645- $8,645- $3,205 ��. $5,440 - TOTAL SANITATION -- $455,800 -- $455,800 -- $450,010 - $5,790 LIBRARY: Personal services $133,925 $141,170 $140,330 $840 Other services and charges 34,630 29,000 28,072 928 ' Supplies 42,095 43,980 43,977 3 Total --- - - - - -- $210,650 --- - - - - -- --- - - - - -- $214,150_ --- - - - - -- --- - - - - -- --- $212,379 --- - - - - -- --- - - - - -- $1,771 - - - - -- MUNICIPAL PARKS: Administration and Maintenance: Personal services $274,460 $284,574 $284,448 $126 ' Other services and charges 113,965 103,157 103,147 10 Supplies 44,525 32,410 32,405 5 Capital Outlay 55,200- 74,509- --- ------ Total -- $488,150 --- - - - - -- --------- $494,650 --- - - - - -- - -6'8 =758- $488,758 *,D --- - - - - -- --- $5,892 - - - - -- -40- Form B -3 GENERAL FUND SCHEDULE OF EXPENDITURES (CONTINUED) BUDGET AND ACTUAL Year Ended December, 31, 1984 1984 ------------------------------------------------- Unencumbered Original Budget (Overexpended) Budget (Revised) Expenditures Balance ------------------------------------------- - - - - -- UNALLOCATED EXPENSE: Taxes and licenses $500 $500 $ - $500 Other miscellaneous 127,480 127,480 2,607 124,873 - - - - -- Total Unallocated ----- - - - - -- $127,980 ----- - - - - -- $127,980 ----- - - - - -- ------- $2,607 i9075;r$125,373 Total Expenditures $40432,050 $4,432,050 $4,017,607 $414,443 Other Financing Uses: TRANSFERS TO OTHER FUNDS Recreation $94,800 $94,800 $94,800 $ - PARA Transit Fund 10,000 10,000 7,552 ------- 2,1448 - - - - -- Total Transfers ----- - - - - -- $104,800 ----- - - - - -- $104,800 ----- - - - - -- $102,352 $2,448- Grand Total ----------- $4,536,850 ----- - - - - -- $4,536,850 ----- - - - - -- ------ $4,119,959 $416,891 -41- 1 1 1 1 1 1 1 1 HE CITX OF COLU% A HEIGHTS, MINNESOTA NNUA rTINABCIAL EP RT EAR iNDED llECEMBER L 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 commission established by an agreement between the City and I.D.S. 413 School Board. The Municipal State Aid Street Fund is maintained according to state statute for the maintenance and construction of streets on Municipal State -Aid System. TABLE OF CONTENTS Combining Balance Sheet Combining Statement of Revenues, Expenditures and Changes in Fund Balances Statements of Revenues, Expenditures and Changes in Fund Balance: Revenue Sharing Fund Park Dedication Fees Recreation and Community Services Fund Paratransit Fund Municipal State Aid Street Fund Cable Television Fund Page Form C 42 -43 Form C -1 44 -45 Form C -2 Form C -3 Form C -4 Form C -5 Form C -6 Form C -7 46 47 48 49 50 51 SPECIAL REVENUE FUNDS COMBINING BALANCE SHEET December 31, 1984 With Comparative Totals for December 31, 1983 Park Recreation — Revenue Dedication & Community Sharing --- - - - - -- Fee --- - - - - -- Services --- - - - - -- ASSETS Cash: Treasurer's balance $5,964 $ - $ - . Imprest cash -- --- - - - - -- 100 --- - - - - -- Total Cash --- - - - - $5,964 $ - $100 Investments, at cost 403,547 25,529 51,809 Accounts receivable - - - Due from other governmental units: Due from Federal- Revenue Sharing 28,096 - - Due from State of Minnesota - - - - - - -- - --- - - - - -- Total Assets --- - - - - -- $437,607 --- $25,529 $51,909 LIABILITIES, AND FUND BALANCE - - - - -= ----------------------- Liabilities: Accounts payable $ - $ - $2,357 Accrued salaries payable - - 3,650 Accrued social security /P.E.R.A. payabl - - 339 Due to Other Funds - - - Due to Other Government Units - - - - -- - --- - - - - -- Total Liabilities --- - - - - -- - --- - - - - -- --- - - $ - --- - - - - -- $6,346 --- - - - - -- Fund Balance: Reserved for encumbrances 122,489 $ - $ - Unreserved: Designated for subsequent year's expenditures 102,810 - 12,000 Undesignated 212,308 25,529 33,563 Total Fund Balance $437,607 --- - - - - -- $25,529 --- - - - - -- $45,563 --- - - - - -- Total Liabilities, and Fund Balance $437,607 $25,529 $51,909 -42- 1 , 1 1 Form C 1 1 Municipal Totals State Cable ------------------------ Paratransit Aid Television 1984 1983 --- - - - - -- - - - - -- --- - - - - -- ------------------------ 1 1 $ - $ - $ - $5,964 $4,729 100 100 --- - - - - -- --- - - - - -- --- - - - - -- --- - - - - -- --- - - - - -- $ $ - $ - $6,064 $4,829 10,402 61,322 76,111 628,720 513,792 - - 12,565 12,565 11,080 1 - - - 28,096 28,167 1,566 32,852 - 34,418 82,460 1 --- - - - - -- --- - - - - -- --- - - - - -- --- - - - - -- --- - - - - -- $11,968 $94,174 $88,676 $709,863 $640,328 $2,357 $817 1 - - - 3,650 2,847 339 298 34,972 - 34,972 101,474 11,968 - •- 11,968 5,655 1 ;; - -68- --- - - - -2- _�- - - - - -- ------ _ -- $ ,9 $34,972 $ $53,286 $111,091 --- - - - - -- --- - - - - -- --- s_ - - - -- --- - - - - -- --------- $ _ $ _ $ _ $122,489 $546 1 - 11,095 - 125,905 325,862 48,107 88,676 408,183 202,829 $59,202- - $88,676_ $656,577_ $529_237_ 1 - $11,968- $94,174 = = $88,676- $709,863- $640,328- 1 -43 SPECIAL REVENUE FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE . Year Ended December 31, 1984 With Comparative Totals for Year Ended December 31, 1983 ------------------------------ Recreation & Revenue Park Community Sharing Dedication Services — Revenues: - - --- - - - - -- --- - - - - -- Revenue from other agencies: Federal State of Minnesota Independent School District #13 Interest earnings Fees Total Revenues Other Financing Sources: Transfers from other funds Total Revenues and Other Sources Expenditures: Public Safety Street and engineering Libary Recreation General Government State -aid construction & maintenance Para transit Cable Television Miscellaneous Parks Total Expenditures Other Uses: Transfer to other funds Total Expenditures and other uses Excess of Revenues and Other Sources over (under) Expenditues and other uses Fund balance at beginning of year Fund balance at end of year -44- $112,599 $ - $ - 94,800 51,406 10,511 - 71,104,,,? e-, --- - - - - -- --- - - - - -- --- - - - - -- $164,005 $10,511 $165,904 94,800 --- - - - - -- --- - - - - -- --- - - - - -- $164,005 $10,511 $260,704 --- - - - - -- --- - - - - -- --- - - - - -- $2,099 $ - $ - 12,447 - - 15,893 - - _ 264,672 1,474 - - 14 - - 8,999 - - - - -- $40,926 $ - --- - - - - -- --- - - - - $264,672 -- --- - - - - -- - 56,757 - --- - - - - -- -------- --- - - - - -- $40,926 $56,757 $264,672 --- - - - - -- --- - - - - -- --- - - - - -- $123,079 ($46,246) 43,968) --- - - - - -- --- - - - - -- $314,528 --- - - - - -- $71,775 $49,531 - --- - - - - -- $437,607 --- - - - - -- $25,529 --- - - - -- $45,563 Form C -1 ----------------------------------------------------------------- ' Municipal Totals State Cable Paratransit --- - Aid --- -_ - - -- Television --- -_ - - 1984. 1983 - -113 ' = -II- a� $ , 3 $ -- $ $112 599.- �v 225 6,4.37- 50,132 - 56,569 680,488 ' 94,80 91,105 - - 19,683 81,600 39,353 4,890 ..;71 - 45,563 �21 121,557 94,042 $11,327 $50,132 $65,246 $467,125 $1,018,213- ' 7,552 - - 102,352 95,527 --- - - - - -- $18,879 --- - - - - -- $50,132 --- - - - - -- $65,246 --- - - - - -- $569,477 ----------- $1,113,740 $2,099 12,447 15,893 264,672 1,474 3_295a��f _ 3,295 18,879 18,879 - - 24,756 -5<-- 24,756 14 8,999 V f J M5&' f 879 $3,295 $24,756 $352,528 32,852 - 89,609 $18•,879 $36,147 $24,756 $442,137 -- - - - - -- --- - - - - -- --- - - - - -- -- - - - - -- $ - $13,985 $40,490 $127,340 $ - $45,217 $48,186 $529,237 $ - $59,202 $88,676 $656,577 -45- $53,333 9,317 3,100 209,401 2,737 60,000 23,288 3,704 $364,880 685,856 $1,050,736 $63,004 $466,233 $529,237 Form C -2 n REVENUE SHARING FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES INF FUND BALANCE Year Ended December 31, 1984 W4.th Comparative Actual Amounts for Year Ended December 31, 1983 1984 ------------------------------------------- Variance Favorable 1983 Budget Actual (Unfavorable) Actual Revenues: ---- - - - - -- --- - - - - -- ---- - - - - -- --- - - - - -- Revenue from other agencies: Federal Revenue Sharing Revenue from'-use of- money -and property Interest earnings-- investment Trust Fund 4,500 51,406 46,906 $115,600 $112,599 ($3,001) $113,225 Total Revenue Expenditures: Capital Outlay: Public Safety Street and engineering Library General Government Parks Other general government . Total Expenditures Other Uses: Transfer to other funds Total Expenditures and Other Uses Excess of Revenues over (under) Expenditures and Other Uses Fund balance at beginning of year Fund balance at end of year $120,100 $164,005 $43,905 � �J I $121,500 $2,099 $119,401 63,730 12,447!11 51,283 22,880 15,8931-lb 6,987 16,785 1,474 -.i� 15,311 103,500 8,999 -90 94,501 - 14 _3 (14) 'C -- - - - - -- $328,395 ---- - - - - -- --- - - - - -- ----------- $40,926 $287,469 --- - - - - -- ---- - - - - -- $328,395 $40,926 $287,469 29,368 $142,593 $53,333 9,317 3,100 -452 2,285 .$68,487 60,000 $128,487 ($208,295) $123,079 $331,374 $14,106 314,528 314,528 - 300,422 ---- - - - - -- --- - - - - -- ---- - - - - -- --- - - - - -- $106,233 $437,607 $331,374 $314,528 -46- 1 1 1 I HI Form C -3 PARK DEDICATION FEES STATEMENT OF REVENUE, E %PENDITURES AND CHANGES IN FUND BALANCE Year Ended December 31, 1984 With Comparative Amounts for Year Ended December 31, 1983 1984 ----------------------------------- Variance Favorable 1983 Budget Actual (Unfavorable) Actual Revenues: - - - - -- --- - - - - -- ------ - - - - -- --- - - - - -- Revenue from use of money and property Interest-earnings - Investment Trust Fund $ - $10,511 $10,511 $8,223 ' Expenditures: - - - - -- --- - - - - -- ------ - - - - -- --- - - - - -- Transfer to General Fund $55,200 $56,757 ($1,557) $20,284 Excess of Revenue over (under) Expenditures ($55,200) ($46,246) $8,954 ($12,061) ' Fund balance at beginning of year 71,775 71,775 - 83,836 ---- - - - - -- --- - - - - -- ------ - - - - -- --- - - - - -- Fund balance at end of year $16,575 $25,529 $8,954 $71,775 1 1 ' -47- Form C -4 RECREATION AND COMMUNITY SERVICES FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE Year Ended December 31, 1984 With Comparative Actual Amounts for Year Ended December 31, 1983 Revenues: Revenue from other agencies: Indep'ondent 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 Adult Softball Trips & Outings Community Affairs Total Expenditures Excess of Revenues and Other over (under) Expenditures Fund balance at beginning of year Fund balance at end of year -48- 1984 ---------------------------------- Variance Favorable 1983 Budget --- - - - - -- Actual --- - - - - -- (Unfavorable) ------- - - - - -- Actual --- - - - - -- $94,800 $94,800 $ - $91,105 66,190 71,104, 4,914 -- 41,858 --- - - - - -- --- - - - - -- $160,990 --- - - - - -- $165,904 ------- - - - - $4,914 $132,963 94,800 94,800 - - - - - -- 91,105 --- - - - - -- --- - - - - -- $255,790 --- - - - - -- --- - - - - -- $260,704 --- - - - - -- ------- $4,914 ------- - - - - -- $224,068 --- - - - - -- $171,590 $167,268 $4,322 $161,363 34,185 24,521 9,664 22,347 6,215 5,008 1,207 5,303 - 7,802 (7,802) - 2,030 1,802 228 1,750 455 405 50 394 6,950 7,740 (790) 6,640 12,040 11,755 285 11,604 12,075 9,969 2,106 - 14,250 19,035 (4,785) - 9,500 9,367 133 - - -- - --- - - - - -- --- - - - - -- $269,290 --- - - - - -- $264,672 ------- - - $4,618 $209,401 ($13,500) fl ($3,968) c -- $9,532 $14,667 49,531 49,531 - - - - - -- 34,864 --- - - - - -- --- - - - - -- $36,031 --- - - - - -- $45,563 ------- $9,532 $49,531 -48- Form C -5 PARATRANSIT FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE Year Ended December 31, 1984 With Comparative Actual Amounts for Year Ended December 31, 1983 Revenues: Revenue from other agencies State grant Paratransit fares Total Revenues Other Financing Sources: Transfer from General Fund Total Revenues and Other Sources Expenditures: Personal services Other services and charges Total Expenditures Excess of Revenues and Other Sources over (under) Expenditures Fund balance at beginning of year Fund balance at end of year 10,000 --- - - - - -- 1984 (2,448) - ---- 4,422 --- - - - - -- --------------------------------- $18,879 Variance $23,288 $3,100 $2;106- Favorable 1983 Budget --- - - - - -- Actual --- - - - - -- (Unfavorable) ------- - - - - -- Actual --- - - - - -- $20,200 $6,437 ($13,763) $12,346 6,525 4,890 (1,635) 6,520 $26,725 - $11,327- - -- ($15,398) $18,866 10,000 --- - - - - -- 7,552 --- - - - - -- -------- (2,448) - ---- 4,422 --- - - - - -- $36,725 $18,879 ($17,846) $23,288 $3,100 $2;106- $994 $2,080 33,625 16,773 16,852 21,208 $36,725 $18,879, $17,846 $23,288 --- - - - - -- --- - - - - -- ------- - - - - -- --- - - - - -- -49- it Form C -6 MUNICIPAL STATE -AID STREET FUND STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE Year Ended December 31, 1984 With Comparative Actual Amounts for Year Ended December 31, 1983 1984 ---------------------------------- Variance Favorable 1983 Budget Actual (Unfavorable) Actual Revenues: --- - - - - -- --- - - - - -- ------- - - - - -- --- - - - - -- State of Minnesota: Gasoline tax apportionment- maintenance construction Total Revenue Expenditures: Maintenance costs Other Uses: Transfers to Other Funds Total Expenditures and Other Uses Excess of Revenues over (under) Expenditures and Other Uses Fund balance at beginning of year Fund balance at end of year $60,000 $17,280 ($42,720) $62,570 - 32,852 32,852 605,572 -- --- - - - - -- $60,000 --- - - - - -- --- - - - - -- ------- $50,132 --- - - - - -- ------- - - - - -- .($9,868) - - - - -- --- - - - - $668,142 --- - - - - -- $ - $3,295 ($3,295) $60,000 60,000 --- - - - - -- 32,852 --- - - - - -- ------- 27,148 - - - - -- 605,572 --- - - - - -- $60,000 --- - - - - -- $36,1 .47 --- - - - - -- ------- $23,853 - - - - -- $665,572 --- - - - - -- $ - $13,985 $13,985 $2,570 - - - - -- --- - - - - -- 45,217 --- - - - - -- ------- 45,217 - - - - -- - - - - - -- --- 42,647 --- - - - - -- --- - - - - -- $45,217 --- - - - - -- ------- $59,202 $13,985 $45,217 -50- CABLE TELE STATEMENT OF REVENUE CHANGES IN ' Year Ended Dec With Comparative Amounts for Revenues: _ Revenue from other agencies: Franchise fees ' Revenue from use of money and property Interest earnings - Investment Trust Fund Total Revenue Expenditures: ' Personal services Other services and charges Supplies ' Capital Outlay - Total Expenditures ' Excess of Revenue over (under) Expenditures ' Fund balance at beginning of year Fund balance at end of year 1 Form C -7 VISION FUND , EXPENDITURES AND FUND BALANCE ember 31, 1984 Year Ended December 31, 1984 1984 --------------------------------- Variance Favorable 1983 Budget Actual (Unfavorable) Actual $46,000 $45,563 ($437) $45,664 - 19,683 19,683 1,762 $46,000 -- - - - - -- $65,246 --- - - - - -- ------- $19,246 - - - - -- $47,426 --- - - - - -- $20,750 $20,748 $2 $ _ 9,600 3,968 5,632 3,529 250 40 210 175 19,050 - 19,050 - $49,650 -------- - $24,756 - - -- $24,894 $3,704 ($3,650) $40,490 $44,140 $43,722 48,186 48,186 - 4,464 $44,536 $88,676 ---- - - - - -- .$44,140 --- - - - - -- $48,186 -51- HE CITY OF COLUM WiRT, HEIGHTS, MINNESOTA NN ft FINABCIAL EA R NDED ECEMBER I, g y DEBT SERVICE FURS 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 52 -53 Combining Statement of Revenues, Expenditures and Changes in Fund Balances Form D -1 54-55 DEBT SERVICE FUNDS COMBINING BALANCE SHEET December 31, 1984 With Comparative Totals for December 31, 1983 y11 q 7 Capital Storm Sewer City Garage Improvements Bonds of Bonds of Bonds of 1965 1972 1976 ASSETS - -- - - -- - - - - -- ---- - - - --• Cash: Treasur•e,-'s balance $ - $ - $ - Depost!ed with paying agent - - - Investments, at cost 70,234 10,763 49,456 Taxes receivable- unremitted 609 - - Taxes receivable- delinquent 1,761 - - Less: Allowance for uneolleetable taxes (1,761) - - Total Assets $70,843 $10,763 $49,456 LIABILITY AND FUND BALANCE Liability: Matured bonds and interest payable $ - $ - $ - Fund balance- reserved for debt service -- Form D -1 70,843 10,763 49,456 Total Liability and Fund Balance $70,843 $10,763 $49,456 -52- Form D Tax Increment Totals Bonds of --- - - - - -- 1984 1984 1983 ------ - - - - -- --- - - - - -- --- - - - - -- 6,853 592,393 6,731 1,761 - (1,761) $6,853 $599,124 $204 104,044 148,400 4,340 (4,340) $252,648 $104,044 6,853 599,124 148,604 - - - -- $6,853 $599,124 $252,648 ------ - - - - -- --- - - - - -- -53- Tax Increment Tax Increment Bonds of Bonds of '1980 --- - - - - -- --- - 1982 - - - -- ' 455,087 6,122 ' --- - - - - -- --- - - - - -- $461,209 $ - $ 461,209 - 1 $461,209 $ Form D Tax Increment Totals Bonds of --- - - - - -- 1984 1984 1983 ------ - - - - -- --- - - - - -- --- - - - - -- 6,853 592,393 6,731 1,761 - (1,761) $6,853 $599,124 $204 104,044 148,400 4,340 (4,340) $252,648 $104,044 6,853 599,124 148,604 - - - -- $6,853 $599,124 $252,648 ------ - - - - -- --- - - - - -- -53- DEBT SERVICE FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES Year Ended December 31, 1984 With Comparative Totals for Year Ended December 31, 1983 qO Storm Sewer City Garage Bonds of Bonds 1965 1972 Revenues: General property taxes: Collected by county Current ad valorem $ - $ - Delinquent ad valorem 2,140 - Penalties & interest 256 - Revenue from other sources: Property tax relief (Homestead) - - Sale of land - - Interest earnings: Investment Trust Fund - - Inter -fund loans - - Total Revenues ---- - - - - -- $2,396 --- - - - - -- $ - Other Financing Sources: Transfers from: Downtown Development - - Sewer Utility Fund - - --- - - - - -- Total Revenues and Other ---- - - - - -- Sources $2,396 - -- $ - --- - - - - -- Expenditures: ---- - - - Bonds matured $140,000 $ - Interest on bonds 5,040 - Fiscal agent charges 85 - Total Expenditures $145,125 $ - --- - - - - -- Excess of Revenues and Other ---- - - - - -- Sources over (under) Expenditures ($142,729) $ - Fund balance at beginning of year 213,572 10,763 - - - -- Fund balance at end of year ---- - - - - -- $70,843 --- - $10,763 -54- -55- ' Form D -1 Capital qf ,. Improvement Tax Increment Tax Increment Tax Increment Totals Bonds of Bonds of Bonds of Bonds of - - - - -- ' 1976 --- - - - - -- 1980 ----- - - - - -- 1982 --- - - - - -- . 1984 ------- - - - - -- 1984 ----- - - - - -- 1983 ---- - - - - -- $ - $524,483 $ - $ - $524,483 $156,845 _ _ _ _ 2,140 3,668 _ _ - 256 - - 51,315 `� � - - 51,315 46,047 - 10,649 I - - 10,649 181,377 6,853 6,853 31,717 1,069 ;e --- -_ - - -- $ ----- - - - - -- $586,447 --- -_ - - -- $ ------- - - - - -- $6,853 ----- - - --- $595,6 9 6 ---- - - - - -- $420,723 - 682,243 480,318 - 1,162,561 30,200 15_000- --- - - - - -- $ - --- - - - - -- ----- - - - - -- $1,268,690 ----- - - - - -- --- - - - - -- $480,318 --- - - - - -- --- --------- $6,853. ------- - - - - -- ----- - - - - -- $1,758,257 ----- - - - - -- --- $465,923 ---- - - - - -- $ -, $10,000 $450,000 $ - $600,000 $255,000 - 671,750 30,150 - 706,940 717,_710 ' - 4 4 9 218 - 797 7- --- - - - - -- $ - --- - - - - -- ----- - - --- $682,244 ----- - - - - -- --- - - - - -- $480,368 --- - - - - -- ------- - - - - -- $ - ------- - - - - -- ----- - - - - -- $1,307,737 ----- - - - - -- - - - - -- -- $973,412 ---- - - - - -- $ - $586,446 ($50) $6,853 $450,520 ($507,489) 49,456 (125,237) 50 - 148,604 656,093 �, --- - - - - -- $49,456 ----= - - - - -- $461,209 --- - - - - -- $ - ------- - - - - -- $6,853 ----- - - - - -- $599,124 ---- - - - - -- $148,604' -55- HE CIT OF-1COLUM�IAQHEIGHTS, MINNESOTA EARA�NDEDAllECEMBERF5,1'784 1 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 Combining Balance Sheet Combining Statement of Revenues, Expenditures and Changes in Fund Balances Page Form E 56 -57 Form E -1 58-59 CAPITAL PROJECTS FUNDS COMBINING BALANCE SHEET December 31, 1984 With Comparative Totals for December 31, 1983 Capital Improvement Fund 308' ASSETS ------- --- Cash: ,Treasure-Is balance ($114,953) Investments at cost - Accounts receivable - Accrued interest - Due from other government units - Total Assets ($114,953) LIABILITIES AND FUND BALANCE ------------------------------ Liabilities: Accounts payable $7 Contracts payable 5,061 Due to other government units - Accrued salaries payable 38 Total Liabilities $5,106 Fund balance: Reserved for encumbrances Unreserved Designated for subsequent year's expenditures $ - Undesi.gnated (120,059) Total Fund Balance ($120,059) Total Liabilities and Fund Balance ($114,953) -56- Form E Downtown Land Downtown Totals Acquisition Univ.Ave.Proj. -- --- -- -- -- -- ----------198 1984 3 ' Murzyn Hall Sullivan Renovation Lake ' Fund -309- 80- Fund -807 ' ($11,716) $ - _ - 18,910 - _ - --- - - - - -- ($11,716) --- - - - - -- - $18,910- - 110,753 - - - - -- - ----------- ----- - - - - -- $1,028,335 $2,103 $ - $1,685,450 ' $2,103 --------- $ -- - - - - -- ' _ _(13,819) ($13,819) -_18,910 $18,910 ' ($11,716) $18,910 1 1 Form E 42,842 -- $-- - - - - -- $42,842 -- '--- - - - - -- ----- - - - - -- 1,028,335 113,289 $1,028,335 $113,289 ----- - - - - -- ----- - - - - -- $1,028,335 $156,131 -57- $2,110 $ - 5,061 42,842 38 476 ----------- ------ $50,051 $476 $ _ $62,788 1,026,656 1,622,186 $1,026,656 $1,6849974 ----- - - - - -- ----- - - - - -- $1,076,707- $1,685,450_ Downtown Land Downtown Totals Acquisition Univ.Ave.Proj. -- --- -- -- -- -- ----------198 1984 3 Fund 312 ----- - - - - -- Fund 313 ----- - - - - -- ---------------------------- $ _ $ _ ($126,669) $164 917,582 154,855 1,091,347 1,647,980 _ 1,276 1,276 - _ - 37,306 110,753 - 110,753 - - - - -- - ----------- ----- - - - - -- $1,028,335 ----- - - - - -- $156,131 ----- $1,076,707 $1,685,450 42,842 -- $-- - - - - -- $42,842 -- '--- - - - - -- ----- - - - - -- 1,028,335 113,289 $1,028,335 $113,289 ----- - - - - -- ----- - - - - -- $1,028,335 $156,131 -57- $2,110 $ - 5,061 42,842 38 476 ----------- ------ $50,051 $476 $ _ $62,788 1,026,656 1,622,186 $1,026,656 $1,6849974 ----- - - - - -- ----- - - - - -- $1,076,707- $1,685,450_ CHANGES IN FUND BALANCES CAPITAL PROJECTS FUNDS COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES Year Ended December 31, 1984 With Comparative Totals for Year ended December 31, 1983 Capital Murzyn Improvement Hall Renov. Fund 308 Fund 309 Revenues: Interest earnings - Investment Trust Fund $ - $ - Other Financing Sources: Transfers from other funds Proceeds from sale of bonds Total Revenues and Other Sources Expenditures: Construction contracts Other project expenditures Bond issue expense Total Expenditures Other Financial Uses: Transfers to other funds Total Expenditures and Other Uses Excess of Revenues and Other Sources over (under) Expenditures and Other Uses Fund balance at beginning of year Fund balance at end of year ME ----- - - - - -- ----- - - - - -- $172,350 13,81 10,497 - -- $182,847- -13,81 ----- - - - - -- ----- - - - - -- $182,847 ($13,819) ----- - - - - -- ----- - - - - -- ($182,847) $13,819 62,788 - ----- - - - - -- ----- - - - - -- ($120,059) $13,819 Downtown. Land Acq. Fund 312 $68,464 ' - 2,392 --- - - - - -- ----- - - - - -- ' $ $70,856 $ _ ($36,494) 48 '--- $ ------- ----- - ----- 1 --- - - - - -- ' 18,910_ $18,910 Form E -1 Downtown 480,318 Totals Univ.Ave.Proj. -- - - - - -- Fund 313 ----- - - - - -- 1984 ----------------------------- Sullivan $ - Lake $137,479 Fund 807 2,392 '347,468 1,070,000 1,070,000 Downtown. Land Acq. Fund 312 $68,464 ' - 2,392 --- - - - - -- ----- - - - - -- ' $ $70,856 $ _ ($36,494) 48 '--- $ ------- ----- - ----- 1 --- - - - - -- ' 18,910_ $18,910 Form E -1 Downtown 480,318 Totals Univ.Ave.Proj. -- - - - - -- Fund 313 ----- - - - - -- 1984 ----------------------------- 1983 $ - $68,464 $137,479 ---- - - - - ($192,433) 2,392 '347,468 1,070,000 1,070,000 - ---- - - -- ----- - - - - -- $1,070,000 ----- - - - - -- ----- - - - - -- $1,140,856 ----- - - - - -- - - $484,947 - -- --- $454,074 $603,749 $7,288 - 10,545 632,992 22,319 22,319 - -- $476,393 $636,613 $640.,280 682,243 480,318 1,162,561 37,100 --- - -- $_ 645,797 -- - $956,711 $1,799,174 $677,380 -- ----- - - - - -- ($574,941) ----- - - - - -- $113,289 ----- - - - - -- ($658,318) ---- - - - - ($192,433) 1,603,276 - 1,684,974- 1,877,407 ---- - - - - -- ----- - - - - -- $1,028,335 ----- - - - - -- $113,289 ---- - - - - -- $1,026,656 1,684,974 -59- HE CITY OF COLUM$IA HEIGHTS, MINNESOTA NNUA�NDED F I NA�JC I AL KEPQRT 1984 EAR llECEMBER 1, 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 60 Combining Statement of Revenues, Expenditures and Changes in -Fund Balances Form F -1 61 Combining Statement of Changes in Fund Balance Form F -2 62 Form F SPECIAL ASSESSMENT FUNDS COMBINING BALANCE SHEET December 31, 1984 With Comparative Totals for December 31, 1983 Permanent Permanent Improvement Improvement Totals Revolving Revolving - - - - -- - Fund Bond Fund ------ 1984------- -1983- ----- ------ - - - - -- ASSETS Cash Treasurer's balance $ - $ - $ - $126 Investments, at cost 2,062,517 53,698 2,116,215 1,574,600 Accounts receivable - - - 2,889 Special assessments receivable Unremitted 3,553 - 3,553 Delinquent 154,154 - 154,154 152,744 Deferred 857,906 - 857,906 1,048,215 Allowance for delinquent assessments_ (154,154) - (154,154) (152,744) Due from State Aid Fund 34,972 - 34,972 101,474 Total Assets ----- - - - - -- $2,958,948 ------ - - - - -- $53,698 ----- - - - - -- $3,012,646 ----- - - - - -- $2,727,304 LIABILITIES AND FUND BALANCE ------------------------------ Liabilities Accounts payable Accrued payroll $ - $ - $ - 962 Contracts payable - - - 31,168 Deposits 8,511 - 8,511 8',511 Bonds payable - 2,600,000 2,600,000 2,550,000 Deferred revenue 857,906 - 857,906 1,048,215 Total liabilities $866,417 ----- - - - - -- $2,600,000 ------ - - - - -- $3,466,417 ----- - - - - -- $3,638,856 ----- - - - - -- Fund Balance (deficit) Unreserved - Undesignated $2,092,531 ($2,546,302) ($453,771) ($911,552) ----- - - - - -- ------ - - - - -- ----- - - - - -- ----- - - - - -- Total liabilities and fund balance $2,958,948- -_ -- $53,698- $3,012,646- '$2,727,304- .e 1 C 1 7 u 1 Form F -1 SPECIAL ASSESSMENT FUNDS ' COMBINING STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES Year Ended December 31, 1984 With Comparative Totals for Year Ended December 31, 1983 Revenues: Special assessments Interest earnings ' Administration charges on projects Miscellaneous r Total Revenues Other Financing Sources: Transfers from: Permanent Improvement Revolving Fund State Aid Fund Total Revenues and Other Sources Expenditures: Capital project expenditures: Construction contracts Other project costs Administration costs Interest on bonds Fiscal agent charges Bond issue costs Total Expenditures Other Financing Uses: Transfered to Downtown Development Transfer to Permanent Improv- ement Revolving Bond Fund Permanent Permanent Improvement Improvement " $838,368 Totals Revolving Revolving 69,213 - - - - - -- Fund Bond Fund 1984 1983 ----- - - - - -- --- - - - - -- ------------------------ 13,518 - 13,518 $539,035 $ - $539,035 $594,541 269;545 16,916 286,461 185,020 22,841 - 22,841 24,966 5,435 - 5,435 69,090 ----- - - - - -- $836,856 --- - - - - -- ----- $16,916 - - - - -- $853,772 ----- - - - - -- $873,617 - 152,275 152,275 170 -,927 32,852 - 32,852 605,572 $869,708 $169,191 $1,038,899 $1,650,116 $83,745 $ - $83,745 " $838,368 90,344 - 90,344 151,893 69,213 - 69,21 54,511 - 170,850 170, 0 170,850 1,173 1,173 77 d; 13,518 - 13,518 . - = ----- - - - - -- --- - - - - -- $256,820 $172,023 ----- - - - - -- $428,843 ----- - - - -- $1,215,699 287,467 152,275 - 152,275 170,927 Total Expenditures and other----------- .--- - - - - -- ----- - - - - -- ----- - - - --- Uses $409,095 $172,023 $581,118 $1,674,093 - ----- - - - - -- --- - - - - -- ----- - - - - -- ----- - - - - -- Excess of Revenues and Other Sources over (under) Expend- itures and other Uses $460,613 ($2,832) $457,781 ($23,977) WE Form F -2 SPECIAL ASSESSMENT FUNDS COMBINING STATEMENT OF CHANGES IN FUND BALANCE . Year Ended December 31, 1984 With Comparative Totals for December 31, 1983 Permanent Permanent Improvement Improvement . Totals Revolving Revolving - - - - -- Fund. Bond Fund 1984 1983 Fund balance at beginning ----- - - - - -- ------ - - - - -- ---- - - - - -- ----- - - - - -- of year as originally reported $1,631,918 ($2,543,470) ($911,552) $297,534 Adustment for change in accounting for special assessment revenues - - - (1,185,109) As Adjusted ----- - - - - -- $1,631,918 ------ - - - - -- ($2,543,470) ---- - - - - -- ($911,552) ----- - - - - -- ($887,575) Excess of Revenues and other sources over (under) Expenditures and other uses 460,613 (2,832) 457,781 (23,977) Fund Balance at end of year ----- - - - - -- $2,092,531 ------ - - - - -- ($2,546,302) ---- - - - - -- ($453,771) ----- - - - - -- ($911,552) -62- HE CIT�INABCIAL OF COLUM IA HEIGHTS, MINNESOTA NNUA KEP RT EAR iNDED ECEMBER 5L 138 HOUSING AND REDEVELOPMENT AUTHORITY Table of Contents Page Combining Balance Sheet Form G 63 -64 Combining Statement of Revenues, Expenditures and Changes in Fund Balances- Budget and Actual Form G -1 65 -66 Combining Statement of Changes in Fund Balance Form G -2 67 C7 E L G W I M I hJS6A MS coIO6cor..w ? %0 M ! % I m II m fl I c I ko 6MCID 0% 0CD 0*' 1-MMS 91 -4 N 10) I WMk0M totoMdnNtoTm LO = 11 1 1 1 w w w w w w w w w w w c0 6 N N I? 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I { 1 1 r l n l r l w r II r1 6+ 1 tD I -4 N I M 1 .14 II W 1 I I W I tl► 11 01`l N E ro N 10 8 al rw0 > ++ N in aj to +•+ QI X >, ro 7, W 4- Is ro m ro b E >, >` E ++ CL r G Y w S. (QfI1 r. M mmoavro0 al +>'Ma1M0� >,w >, Cl — C >, � > •• r. > > > roa)nmm>,uat >, r. s.• " S- w roa1 CL m a+1 r- +> W 4-) W W CL N >, m 9 +, u O t7 � 7 N awl m d G E ++ ++ +� a d w ai G a1 m m IY n 4- S. 7 W ro i w +0+ +0+ M m 0) di U. ++ a a M Z� " A A A LL -64- HOUSING AND REDEVELOPMENT AUTHORITY OF COLUMBIA HEIGHTS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE - BUDGET AND ACTUAL GOVERNMENTAL FUND TYPES Year Ended December 31, 1984 Revenues: Rents Loans and grants - Department of Housing and Urban Development General obligation bond proceeds thorugh City of Columbia Heights Other revenue Total Revenues Expenditures: Administration Utilities, maintenance and operations Loans and grants Rental assistance Property acquisition /site improvements Legal Interest Other expenditures Total Expenditures Excess (deficiency) of revenues over expenditures Fund balance at beginning of year Fund balance at end of year The accompanying notes are an integral part of the financial statements .General Fund -------------------------------- Variance Favorable Budget Actual (Unfavorable) ------ - - - - -- --- - - - - -- --- - - - - -- 775,000 495,569 (279,431) 80,570 105,621 25,051 ------ - - - - -- --- - - - - -- --- - - - - -- 855,570 601,190 (254,380) ------ - - - - -- --- - - - - -- --- - - - - -- -65- 77,065 64,785 18,720 715,000 20,000 895,570 (40,000) 653,671 $613,671 87,131 54,710 20,261 429,140 27,354 179 618,775 (17,585) 653,671 $636,086 (10,066) 10,075 (1,541) 285,860 (7,354) (179) 276,795 22,415 $22,415 r ' Special Revenue Fund (Low- Income Housing Fund and Downtown Development Fund) -------------- - - - - -- Variance Favorable ' Budget - -- Actual - -- (Unfavorable) ' $128,400 167,011 2,061 9,200 ' 306,672 ' 51,056 154,666 109,450 ' 2,000 7,500 ' 324,672 $135,667 295,192 105,796 35,394 572,049 38,438 132,097 210,942 4,248 106,852 29,779 522,356 $7,267 128,181 85,735 26,194 247,377 12,618 22,569 (101,492) (2,248) (.106,852) (22,279) (197,684) ' - 49,693 49,693 335,255 335,255 - ' $335,255 $384,948 $49,693 Form G -1 1,220,242 1,141,131 79,111 ---- - - - - -- ----- - - - - -- -- - - - - -- (40,000) Totals 988,926 988,926 - (Memorandum only) Variance Favorable Budget Actual (Unfavorable) $128,400 $135,667 $7,267 167,011 295,192 128,181 795,061 601,365 (193,696) 89,770 141,015 51,245 1,180,242 1,173,239 (7,003) 128,121 125,569 2,552 154,666 132,097 22,569 64,785 54,710 10,075 18,720 20,261 (1,541) 824,450 640,082 184,368 22,000 31,602 (9,602) - 106,852 (106,852) 7,500 29,958 (22,458) 1,220,242 1,141,131 79,111 ---- - - - - -- ----- - - - - -- -- - - - - -- (40,000) 32,108 72,108 988,926 988,926 - $948,926 ----- - - - - -- $1,021,034 $72,108 ----- - - - - -- --- - - - - -- an Form G -2 HOUSING AND REDEVELOPMENT AUTHORITY OF COLUMBIA HEIGHTS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES GOVERNMENTAL FUND TYPES Year ended December 31, 1984 Totals Special (Memorandum only) General Revenue ----------------- - - - - -- Fund Fund 1984 1983 --- - - - - -- --- - - - - -- ----- - - - - -- ----- - - - - -- Revenues: Rents $ - $135,667 $135,667 $126,790 Loans and grants: Economic Development Admin. - - - 153,111 Community Development Block Grant - 75,786 75,786 430,109 Department of Housing and Urban Development - 295,192 295,192 201,862 General obligation bond proceeds through City of Columbia Heights 495,569 105,796 601,365 604,298 Other revenues 105,621 103,647 209,268 118,488 Total Revenues --- - - - - -- 601,190 --- - - - - -- 716,088 ----- - - - - -- ----- 1,317,278 ----- - - -- ----- - - - - -- 1,634,658 - - - - Expenditures: --- - - - - -- --- - - - - -- - - -- Administation 87,131, 44,804 131,935 140,411 Utilities, maintenance and operations - 132,097 132,097 137,571 Loans and grants 54,710 24,806 79,516 79,445 Rental assistance 20,261 - 20,261 16,581 Property acquisition /site improvement 429,140 237_,418 666,558 l 872,802 Relocation assistance - - - 79,370 Legal 27,354 8,055 35,409 40,761 Principal reduction - - - 108,925 Interest - 121;193 121,193 102,644 Other expenditures 179 44,751 44,930 6,590 - - Total Expenditures --- - - - - -- 618,775 --- - - - - -- 613_024 ----- - - - - -- ----- 1,231,899 - - -- 1,585,100 Excess (deficiency) of revenues --- - - - - -- --- - - - - -- ----- - - - - -- ----- - - - - -- over expenditures (17,585) 102,964 85,379 49,558 Fund balance at beginning of year - 653,671 335,436 989,107 939,549 Fund balance at end of year --- - - - - -- $636,086 --- - - - - -- $438,400 ----- - - - - -- ----- $1,074,486 - - - - -- $989,107 -67- HE CITx OF COLUM IA HEIGHTS] MINNESOTA NNUA TINAB�I1CIAL EP RT EAR kNDED LECEMBER Sly 199q EXTER-RISE FRGS 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 Page Combining Balance Sheet Form H �T---69 Combining Statement of Revenues, Expenses, and Changes in Retained Earnings Form H -1 70 -71 Combining Statement of Changes in Financial \ Position Form H -2 72 -73 Municipal Liquor Fund: Balance Sheet Form I 74 Statement of Revenues, Expenses and Changes in Retained Earnings Form I -1 75-76 Statement of Changes in Financial Position Form I -2 77 Schedule of Revenues - Off Sale Form I -3 78-79 Schedule of Operating Expenses Form I -4 80-81 Schedule of Property, Equipment and Accumulated Depreciation Form I -5 82-83 Water Utility Fund: Balance Sheet Form J 84 Statement of Changes in Fund Equity Form J -1 85 Statement of Revenues and Expenses Form J -2 86 Statement of Changes in Financial Position Form J -3 87 Schedule of Property, Equipment and Accumulated Depreciation Form J -4 88 -89 Sewer Utility Fund: Balance Sheet Form K 90 Statement of Changes in Fund Equity Form K -1 91 Statement of Revenues and Expenses Form K -2 92 Statement of Changes in Financial Position Form K -3 93 Schedule of Property, Equipment and Accumulated Depreciation Form K -4 94 -95 .`; ro A i. 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II 1 O � ai H 1 w H d•> W 1 •.-1 cd q � to a Pz � w i •��� aoi •� 0 i >* s«. co I r-1 tt3 cd 7 O m O �4-3 •4.)rl H 1 •HI 4.3 •O CO +3 A U fiS N O • a ( .-7 0 W C H t O O • i, r► O O 4 CQ 1 4-1 O H v+) c3 H H W H I U U U O U « G � O U w -69- COMBINING STATEMENT OF REVENUES, EXPENSES, AND - CHANGES IN RETAINED EARNINGS - ENTERPRISE FUNDS Year Ended December 31, 1984 With Comparative Totals for Year Ended December 31, 1983 Interest income $221,084 Interest expense - Other income (expense) - net (1,673) Total $219,411 Income before transfers 256,472 Transfers to other funds 30,356 Net Income 226,116 TRANSFER DEPRECIATION ON CONTRIBUTED ASSETS Income Transferred to Retained Earnings $226,116 RETAINED EARNINGS, BEGINNING OF YEAR - ---------- As originally reported 1,535,875 Adjustment - Change in Accounting for Vacation & Sick Pay - As Adjusted $1,535,875 RETAINED EARNINGS, END OF YEAR .$1,761,991 -70- Liquor OPERATING REVENUES: ----------- Sales $1,434,090 Cost of sales 1,168,886 Gross Profit $265,204 OPERATING EXPENSES: Per:.onal services $165,562 Other services and charges 45,614 Supplies 11,678 Source of supply /disposal charges - Total $222,854 OPERATING INCOME BEFORE DEPRECIATION $42,350 DEPRECIATION 5 +289 OPERATING INCOME (LOSS) $37,061 NON- OPERATING REVENUES (EXPENSES) Interest income $221,084 Interest expense - Other income (expense) - net (1,673) Total $219,411 Income before transfers 256,472 Transfers to other funds 30,356 Net Income 226,116 TRANSFER DEPRECIATION ON CONTRIBUTED ASSETS Income Transferred to Retained Earnings $226,116 RETAINED EARNINGS, BEGINNING OF YEAR - ---------- As originally reported 1,535,875 Adjustment - Change in Accounting for Vacation & Sick Pay - As Adjusted $1,535,875 RETAINED EARNINGS, END OF YEAR .$1,761,991 -70- Form H -1 Totals Water. Sewer 1984 1983 --- - - - - -- ------ - - - - -- ----- - - - - -- ----- - - - - -- $821,768 $846,994 $3,102,852 $2,776,467 - - 1,168,886 902,103 --- - - - - -- ------ - - - - -- ----- - - - - -- ----- - - - - -- $821,768 $846,994 $1,933,966 $1,874,364 --- - - - - -- ------ - - - - -- ----- - - - - -- ----- - - - - -- $121,367 $126,592 $413,521 $355,770 51,885 41,918 139,417 113,244 24,877 19,946 ' 56,501 45,650 500,304 438,407 938,711 760,694 --- - - - - -- $698,433 ------ - - - - -- $626,863 ----- - - - - -- $1,548,150 ----- - - - - -- $1,275,358 --- - - - - -- $123,335 _ ------ - - - - -- $220,131 ----- - - - - -- $385,816 ----- - - - - -- $599,006 44,511 53,911 103,711 99,197 --- - - - - -- $78,824 --- - - - - -- ------ - - - - -- $166,220 ----=- - - - - -- ----- - - - - -- $282,105 ----- - - - - -- ----- - - - - -- $499,809 ----- - - - - -- $50,235' $110,881 $382,200 $191,548 - - - (1,069) 1,577 13,267 -- 13,171 (19,297) --- - - - - -- $51,812 ------ - - - - $124,148 ----- - - - - -- $395,371 ----- - - - - -- $171,182 --- - - - - -- 130,636 ------ - - - - -- 290,368 ----- - - - - -- 677,476 ----- - - - - -- 670,991 1,196 1,196 32,748 (72,959) 129,440 289,172 644,728 598,032 26,294 38,935 65,229 65,229 --- - - - - -- $155,734 ------ - - - - -- $328,107 ----- - - - - -- $709,957 ----- - - - - -- $663,261 --- - - - - -- 835,932 ------ - - - - -- 1,551,384 ----- - - - - -- 3,923,191 ----- - - - - -- 3,288,507 - - - (28,577) --- - - - - -- $835,932 ------ - - - - -- $1,551,384 ----- - - - - -- $3,923,191 ----- - - - - -- $3,259,930 --- - - - - -- $991,666 --- - - - - -- --------- ------ - - - - -- $1,079,491 ------ - - - - -- ------ - - - - -- ----- - - - - -- $4,633,148 ----- - - - - -- ----- - - - - -- ----- - - - - -- $3,923,191 ----- - - - - -- ----- - - - - -- -71- COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION ENTERPRISE FUNDS Year Ended December 31, 1984 With Comparative Totals for Year Ended December 31, 1983 Liquor SOURCES OF WORKING CAPITAL: --------- Operations: Net Income $226,116 Items not requiring (providing) working capital Depreciation 5,289 Working Capital Provided by Operations, $231,405 Decrease in long term contract receivable - Decrease in deferred receivable- reserve capacity Total Sources of Working Capital $231,405 USES OF WORKING CAPITAL: Additions to property and equipment -net $216,367 INCREASE IN WORKING CAPITAL $15,038 ELEMENTS OF NET INCREASE IN WORKING CAPITAL $2,933 Cash Investments 7,223 Accounts receivable 515 Inventory 249,924 Accounts payable (216,872) Due to other funds Due from /to other government units Accrued liabilities (28,685) Net Increase in Working Capital $15,038 -72- Form H -2 Totals Water Sewer 1984 1983 $129,440 $289,172, $644,728 $598,032 ' 44,511 53,911 103,711 99,197 - - -- --- - - - - -- 4173,951 --- - - - - -- $343,083 -=- - - - - -- $748,439 --- - - $697,229 ' - 11,434 11,434 10,994 - 1,863 1,863 1,758 ' $173,951 --- - - - - -- $356,380 --- - - - - -- $761,736 --- - - - - -- $709,981 --- - - - - -- '$13,456 --- - - - - -- $12,423 --- - - - - -- $242,246 --- - - - - -- $25,034 --- - - - - -- ' $160,495 $343,957 $519,490 $684,947 '($4) ($86) $2.,843 ($39) 145,677 568,131 721,031 524,624 14,195 (218,415) (203,705) 90,314 752 250,676 25,967 ' 1,391 (7,530) (223,011) (24,143) - _ - 15,400 _ _ _ 49,870 ' (19516) 1,857 (28,344) 2,954 --- - - - - -- $160,495 --- - - - - -- $343,957 --- - - - - -- $519,490 --------- $684,947 -73- n MUNICIPAL LIQUOR FUND COMPARATIVE BALANCE SHEET December 31, 1984 and 1983 ' ASSETS Current Assets: Cash: Treasurer's balance Imprest cash and change funds tTotal Cash Investments, at cost ' Accounts receivable Merchandise inventory, at cost Total Current Assets Property and Equipment: Land ' Buildings Improvements other than buildings Office furniture and equipment ' Store equipment Total Form 'I 1984 1983 8;000 $8,000 1,389,723 588 397,737 --- - $1,796,048 $7,125 80,613 86,846 23,405 149,415 $347,404 Less: Accumulated depreciation 72,378 Net Property and Equipment -- Form I -5 $275,026 Total Assets $2,071,074 LIABILITIES AND RETAINED EARNINGS -------------------------------- Current Liabilities: Accounts payable $272,595 Accrued salaries payable 14,096 Accrued social security /P.E.R.A. payable 563 Due to other governmental units 21,829 Total Current Liabilities $309,083 Retained Earnings -- Unreserved Form I -1 $1,761,991 Total Liabilities and Retained Earnings ----- - - - - -- $2,071-,074 -74- $67 5,000 $5,067 1,382,500 73 ----------- 1 83 $1,535,453 $7,125 80,613 9,584 22,427 11,288 $131,037 67,089 $63,948 $1,599,401 $55,723 7,497 306 $63,526 $1,535,875 $1,599,401 MUNICIPAL LIQUOR FUND COMPARATIVE STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS COMBINED ON -SALE AND OFF -SALE Years Ended December 31, 1984 and 1983 Totals all Stores. --------------- - - - -- 1984 1983 ----- - - - - -- ----- - - - - -- Sales $1,434,090 $1,123,671 ----- - - - - -- ----- - - - - -- Cost of Sales: Inventory, Beginning $147,813 $120,942 Purchases 1,418,810 928,974 Total Merchandise Available for Sale $1,566,623 $1,049,916 Less: Inventory, Ending 397,737 147,813 ----- - - - - -- ----- - - - - -- Cost of Sales $1,168,886 $902,103 ----- - - - - -- ----- - - - - -- Gross Profit on Sales $265,204 $221,568 Percentage of Gross Profit to Sales 18.49$ 19.72$ Less: Operating Expense -- Form I-4 $222,854 $154,972 ----- - - - - -- ----- - - - - -- Operating Income before Depreciation $42,350 $66,596 Less: Depreciation - Form I -5 5,289 4,051 --- - - - - -- ----- - - - - -- Operating Income $37,061 $62,545 Nonoperating Revenues (Expenses): Interest earnings - Trust Fund $221,084 $126,283 Machine commissions 1,205 897 Other income 761 93 Cash short (3,639) (1,281) Other expense - (13,067) Total $219,411 $112,925 ----- - - - - -- ----- - - - - -- Net income before transfers 256,472 175,470 Transfers to General Fund 30,356 57;959 ----- - - - - -- ----- - - - - -- Net Income $226,116 $117,511 Retained Earnings at beginning of year as previously reported 1,535,875 1,420,609 Adjustments for change in accounting for ---- ------- ---- ---- --- vacation and sick pay $ - . ($2,245) ----- - - - - -- ----- - - - - -- As adjusted $1,535,875 $1,418,364 Retained earnings at end of year $1,761,991 $1,535,875 -75- Form I -1 ' Store No. 1 STORE NO. 2 STORE NO. 3 1984 -- - - - _ - -- -1983 1984 1983 - - -- 1984 1983 $166,891 --- - - - - -- $ - --- - - - - -- -- $549,946- $493,670 --- - - - - -- 717 253 $717,253- --- - - - - -- $630,001 --- - - - - -- - $62,266 $50,262 $85,547 $70,680 396,566 _ 452,537 411,080 569,707 517,894 --- - - - - -- --- - - - - -- $396,566 --- - - - - -- - ----- - - - - -- - $514,803 --- - - - - -- $461,342 --- - - - - -- $655,254 $588,574 250,955 - 62,606 62,266 84,176 85,547 $145,611 - $452., 197 $399, 7 $571,078 -- $503,027 --- - - - - -- --- - - - - -- $21,280 --- - - - - -- $ - ----- - - - - -- $97,749 --- - - - - -- $94,594 --- - - - - $146,175 $126,974 12.75$ -$ 17.77% 19.16% 20.38% 20.15% ' $35,434 - $85,377 $69,482 $102,043 $85,490 - - -- --- - - - - -- ($14,154) --- - - - - -- - ----- - - - - -- $12,372 --- - - - - -- $25,112 --- - - - - -- $44,132 --- - - $41,484 1,810 - 1,576 1,600 1,903 --- - - - - -- 2,451 --- - - - - -- ' --- - - - - -- ($15,964) - --- - - - - -- --- - - - - -- - --- - - - - -- ----- - - - - -- $10,796 ----- - - - - -- --- - - - - -- $23,512 --- - - - - -- $42,229 --- - - - - -- 39,033 --- - - - - -- ' $17,740 $ - $81,487 $53,910 $121,857 $72,373 - 585. 443 620 454 61 - 280 42 420 51 (1,380) - (2,541) (920) 282 (361) - - - (5,174) - (7,893) -- --- - - - - -- '$16,421 --- - - - - -- $ - ----- - - - - -- $79,811 --- - - - - -- $48,301 --- - - - - -- $123,179 - - -- --- - - - - $64,624 --- - - - - -- --- - - - - -- 457 --- - - - - -- - ----- - - - - -- 90,607 --- - - - - -- 71,813 --- - - 165,408 103,657 -76- MUNICIPAL LIQUOR FUND COMPARATIVE STATEMENT CHANGES IN FINANCIAL POSITION Years Ended December 31, 1984 and 1983 ' Sources of Working Capital: Operations: Net income -- Form I -1 ' Items not requiring (providing) working capital Depreciation -- Form I -5 ' Total Sources of Working Capital Uses of Working Capital: ' Acquisition of property and equipment -- Form I =5 Increase in Working Capital ' Elements of Increase in Working Capital: Cash Investments ' Accounts receivable Inventory Accounts payable Accrued liabilities ' Increase in Working Capital -77- Form I -2 1984 1983 --- - - - - -- --- - - - - -- $226,116 $117,511 5,289 4,051 $231,405 $121,562 216,367 1,716 $15,038 --- - - - - -- --------- $119,846 --- - - - - -- --- - - - - -- $2,933 ($24) 7,223 114,800 515 (101) 249,924 26,871 (216,87,2) (25-,010) (28,685) 3,310 $15,038 --- - - - - -- $119,846 --- - - - - -- MUNICIPAL LIQUOR FUND COMPARATIVE SCHEDULE OF GROSS PROFIT Years Ended December 31, 1964 and 1983 1984 ------------------- - - - - -- Total Liquor NO. 1 Sales $166,891 $117,720. Cost of Sales: Inventory, Beginning - Purchases 396,566 304,291 Total Merchandise Available for Sale $396,566 $304,291 Less: Inventory, Ending 250,955 202,248 Cost-of Sales $145,611 $102,043 Gross Profit on Sales $21,280 $15,677 Percentage of Gross Profit to Sales 12.75$ 13.31% NO. 2 Sales $549,946 --- - - - - -- $180,453 --- - - - - -- Cost of Sales: Inventory, Beginning $62,266 $45,085 Purchases 452,537 139,151 --- - - - - -- Total Merchandise Available for Sale --- - - - - -- $514,803 $184,236 Less: Inventory, Ending 62,606 42,590 Cost of Sales $452,197 $141,646 - - - - -- Gross Profit on Sales --- - - - - -- $97,749 --- $38,807 Percentage of Gross Profit to Sales --- - - - - -- 17.77$ - - - -- 21.50$ NO. 3 Sales $717,253 $258,087 Cost of Sales: Inventory, Beginning $85,547 $67,560 Purchases 569,707 191,954 Total Merchandise Available for Sale $655,254 $259,514 Less: Inventory, Ending 84,176 61,003 --- - - - - -- Cost of Sales --- - - - - -- $571,078 . $198,511 --- - - - - -- Gross Profit on Sales --- - - - - -- 146,175 59,576 Percentage of Gross Profit to Sales 20.38$ 23.08$ -78- ' Fc:-m I -3 1983------------------------- - - - - -- -------------------- Beer ' --- - - - - -- - - - - -- Other --- - - - - -- --------- Total --- - - - - -- Liquor --- - - - - -- Beer --- - - - - -- Other --- - - - - -- $44,428 ' --- - - - - -- $4,743 --- - - - - -- ' -83-176- - $83,176 --9,099 - - $9,099 43,508 5,199 --- - - - - -- $39,668 --- --- - - - - -- $3,900 - - - - -- ' $4,760 --- - - - - -- $843 - -- 10.71 % - -- 17'.78% ' $345,032 $24,461 $493,670 $165,300 $312,803 $15,567 $14,757 $2,424 $50,262 $38,255 $10,318 $1,689 ' 288,383 25,003 411,080 138,678 257,813 - - -- 14,589 ------ - -- --- - - - - -- .-$303;140 --- - - -= -- $274,427 --- - - - - -- $461,342 --- - - - - -- $176,933 --- - - $268,131 $16,278 ' 171614 2,402 62,266 45,085 14,757 - - - - -- 2,424 --- - - - - -- --- - - - - -- ' $285,526$25,025- --- - - - - -- --- - - - - -- $399,076- --- - - - - -- $131,848- --- $253,374- - $13,854 _ - $59,506 - ($564) $94,594 $33,452 $59,429 $1,713 ' - -- 17.25% - - =2 310% = = =19 16.% = == 2024% = == 19_00% = == 11_00% ' $425,261 --= - - - - -- $33,905 --- - - - - -- $630,001 --- - - - - -- $235,169 --- - - - - -- $373,430 --- - - - - -- $21,402 --- - - - - -- $14,628 $3,359 $70,680 $56,475 $11,250 $2,955 348,800 28,953 517,894 195,907 303,835 - - - - -- 18,152 --- - - - -- --- - - - - -- .$363,428 --- - - - - -- $32,312 --- - - - - -- $588,574 --- - - - - -- $252,382 --- $315,085 - $21,107 18,168 5,005 85,547 67,560 14,628 3,359 $345,260 $27,307 - $503,027 $184,822 $300,457 - - - -- $17,748 --- - - - - -- --- - - - - -- 80,001 --- - - - - -- 6,598 --- - - - - -- 126,974 --- - - - - -- 50,347 --- - 72,973 3,654 ' 18_81% 19_46% 2015% = == 21.41% = == 19_54 = == =7_07% ' -79- MUNICIPAL LIQUOR FUND COMPARATIVE SCHEDULE OF OPERATING EXPENSES COMBINED OFF -SALE Years Ended December 31, 1984 and 1983 PERSONAL SERVICES: Salaries - regular employees Salaries - overtime and part time employees Interdepartmental labor services City contribution to PERA and FICA Hospitalization - Life insurance Worker's and unemployment compensation Total Personal Services OTHER SERVICES& CHARGES: Contractural maintenance & repair Professional services Communications Travel - subscriptions Utility Insurance & bonds Other contractural services Other charges Total Other Services & Charges SUPPLIES: General supplies Total Supplies Total Operating Expense m $45,614 $9,605 $15,870 -- - - - - -- --- - - - - -- -- - - - - -- $11,678 1984 $2,185 ----------------------------------- Total NO. 1 NO. 2 --- - - - - -- $33,986 --- - - - - -- $12,642 --- - - - - -- $1,444 96,689 5,050 47,464 20,837 231 14,828 9,698 1,610 3,209 2,069 448 6 2,283 128 371 --- - - - - -- $165,562 --- - - - - -- --- - - - - -- $20,109 --- - - - - -- --- - - - - -- $67,322 --- - - - - -- $1,988 $ - $140 3,08 454 1,729 2,922 236 1,422 1,040 178 431 9,272 - 3,733 9,572 - 4,070 4,191 113 1,921 12,731 8,624 2,424 $45,614 $9,605 $15,870 -- - - - - -- --- - - - - -- -- - - - - -- $11,678 $5,720 $2,185 $11,678 $5,720 $2,185 --- - - - - -- $222,854 --- - - - - -- $35,434 --- - - - - -- $85,377 -81- Form I -4 1983 --- - - - - -- N0. 3 --------------------------------------------- Total 2 N0. 3 $19,900 $27,750 - -NO. $5,235 $22,515 44,175 71,244 34,939 36,305 ' 5,778 2,336 7,511 (5,175) 4,879 8,831 2,861 5,970 1,615 2,285 422 1,863 .' 1,784 792 365 427 ' --- - - - - -- $78,131 --- - - - - -- --- - - - - -- $113,238 --- - - - - -- --- - - - - -- $519333 --- - - - - -- --- - - - - -- $61,905 --- - - - - -- $1,848 $3,121 $783 $2,338 1,715 6,637 3,398 3,239 ' 1,264 2,376 1,205 1,171 431 1,073 451 622 5,539 7,309 3,071 4,238 ' 5,502 9,214 3,876 5,338 2,157 4,233 1,692 2,541 1,683 1,645 739 906 ' $20,139 $35,608 $15,215 $20,393 ' $3,773 $6,126 $2,934 $3,192 -- - $3,773 -- $6,126 $2,934 $3,192 ' $102,043 - $154,972$69,482 - $85,490 -81- MUNICIPAL LIQUOR FUND SCHEDULE OF PROPERTY, EQUIPMENT AND ACCUMULATED DEPRECIATION Year Ended December 31, 1984 Off Jale No. 1 Store: Improvements other than buildings Fixtures Equipment Total Off Sale No. 2 Store: Land Building Improvements other than buildings Fixtures Equipment Total Off Sale No. 3 Store: Land Building Improvements other than buildings Fixtures Equipment Total Grand Totals -82- Property and Equipment ---------------------------------------- Balances (Deletions) Balances 1 -1 -84 ---------------------------------------- Additions 12 -31 -84 $ - $75,332 $75,332 - . 978 978 - 136,907 136,907 -- --- - - - - -- $ _ --- - - - - -- --- - - - - -- $213,217 --- - - - - -- --- - - - - $213,217 --- - - - - -- $2,765 $ - $2,765 321335 - 32,335 4,489 - 4,489 7,342 - 7,342 7,163 360 7,523 - $54,094- --- - - - - -- --------- $360 --- - - - - -- _ $54,454 --- - - - - -- $4,360 $ - $4,360 48,278 - 48,278 5,095 1,930 7,025 15,085 - 15,085 4,125 860 4,985 --- - - - - -- --- - - - - -- $76,943 --- - - - - -- $2,790 $79,733 --- - - - - -- --- - - - - -- $131,037 --- - - - - -- $216,367 $347,404 -82- ' Accumulated Depreciation ---------------------7------------------------------ Balances Depreciation Balances 1 -1 -84 Taken Adjustments 12 -31 -84 $ $628 $ $628 _ 13 _ 13 - 1,169 - 1,169 $ $1,810 $ $1,810 ' $ - - $ - $ - 13,902 780 - 14,682 1,211 225 - 1,436 ' 6,984 84 7,068 3,730 487 _ 4,217 $25,827 ' --- - - - - -- $1,576 --- - - - - -- $ - --- - - - - -- $27,403 --- - - - - -- ' 21,102 1,186 22,288 2,831 226 _ 3,057 15,081 4 - 15,085 ' 2 - 248 487 - 2,735 --- -- - -- $41,262 --- - - - - -- $1,903 --- - - - - -- $ - --- - - - - -- $43,165 $67,089- -- $5,289- --- - - - - -- - $72,378 -83- Form I -5 Net Asset Value $74,704 965 135,738 $211,407 $2,765 17,653 3,053 274 3,306 $27,051 $4,360 25,990 3,967 -- -2,251 $36,568 $275,026 f: WATER UTILITY FUND COMPARATIVE BALANCE SHEET December 31, 1984 and 1983 ASSETS Current Assets: Cash - treasurer's balance Investments, at cost Accounts receivable: Unbilled services Special assessments: Delinquent Other Meter Inventory, at cost Total Current Assets Property and Equipment: Land Buildings Improvements other than buildings Machinery and equipment Total Less: Accumulated depreciation Net Property and Equipment -- Form J -4 Total Assets LIABILITIES, AND FUND EQUITY ---------------------------- Current Liabilities: Accounts payable Accrued salaries payable Accrued FICA /P.E.R.A. payable Due to other governmental units Total Current Liabilities Total Liabilities Form J 1984 1983 ----- - - - - -- ----- - - - - -- 463,777 139,617 3,441 55,086 3,039 $664,960 $45,223 212,924 2,174,394 124,765 $2,557,306 1,100,420 $1,456,886 $2,121,846 $43,818 17,486 649 1,067 $63,020 $63,020 Fund equity: Contributed $1,067,160 Retained earnings unreserved -- Form J -1 991,666 Total Fund Equity $2,058,826 Total Liabilities, and Fund Equity $2,121,846 -84- $4 318,100 135,038 2,688 46,223 2,287 $504,340 $45,223 211,135 2;174,394 113,098 $2,543,850 1,055,909 $1,487,941 $1,992,281 $45,209 17,251 435 $62,895 $62,895 $1,093,454 835,932 $1,929,386 $1,992,281 ' WATER UTILITY FUND COMPARATIVE STATEMENT OF CHANGES IN FUND EQUITY ' Years Ended December 31, 1984 and 1983 1984 1983 ------------------- - - - - -- ------------ - - - - -- ' Balance, January 1, as originally reported Adjustments for change in account for vacation and sick pay ' As Adjusted Income transferred to retained earnings Depreciation on contributed assets Balance, December 31 Contributions $1,093,454 $1,093,454 (26,294) $1,067,160- Retained Earnings Contributions $835,932 $1,119,748 $835,932 $1,119,748 155,734 - - (26,294) $991,666_ __$1,093,454_ -85- Form J -1 Retained Earnings Restated $659,187 (13,166) $646,021 189,911 $835_932- P, WATER UTILITY FUND COMPARATIVE STATEMENT OF REVENUES AND EXPENSES Years Ended December 31, 1984 and 1983 1984 Operating Revenues: --- - - - - -- Water sales $794,916 Hydrant rental 60 Meter sales (less cost of sales) 9,252 Customer service 2,880 Penalties 14,660 Total Operating Revenue $821,768 - Operating Expenses: Source of supply Distribution: Personal services Other services and charges Supplies Administration and General: Personal services Other services and charges Supplies Total Operating Expenses Operating Income Before Depreciation Less: Depreciation -- Form J -4 Operating Income Nonoperating Revenues (Expenses): Interest earnings - Trust Fund Miscellaneous Interest expense Total Net Income before transfers Transfer to Westside Project Net Income - Form J -1 Transfer depreciation on contributed assets Income transferred to retained earnings :. $500,304 102,508 37,452 23,592 18,859 14,433 1,285 $698,433 $123,335 44,511 $78,824 $50,235 1,577 $51,812 130,636 1,196 $129,440 26,294 $155,734_ Form J -2 1983 $802,707 500 6,189 16,402 9,234 $835,032- $479,358 87,885 31,193 19,723 19,939 10,370 1,010 $649,478 $185,554 40,888 $144,666 $19,970 50 (1,069) $18,951 163,617 $163,617 26,294 $189,911 WATER UTILITY FUND COMPARATIVE STATEMENT OF CHANGES IN FINANCIAL POSITION Years Ended December 31, 1984 and 1983 Source of Working Capital: Operations: Net income (loss) -- Form J -2 Items not requiring (providing) working capital: Depreciation -- Form J -4 Total Sources of Working Capital Uses of Working Capital: Acquisition of property and equipment -- Form J -4 Net Increase in Working Capital Elements of Net Increase in Working Capital: Cash Investments Accounts receivable Inventory Accounts payable Accrued expenses Due to other funds Net Increase in Working Capital -87- Form J -3 1984 1983 --- - - - - -- --- - - - - -- $129,440 $163,617 44,511 40,888 --- - - - - -- $173,951 --- - - - - -- $204,505 13,456 14,689 --- - - - - -- -- - - - - -- $160,495 $189,816 ($4) ($64) 145,677 165,100 14,195. 15,332 752 (904) 1,391 (3,332) (1,516) (1,716) - 15,400 $160,495 $189,816 e, WATER UTILITY FUND SCHEDULE OF PROPERTY, EQUIPMENT AND ACCUMULATED DEPRECIATION Year Ended December 31, 1984 Property and Equipment ------------------------------------------------- Balances Balances 1 -1 -84 ------------------------------------------------- Additions Transfers 12 -31 -84 Land $45,223 $ - $ - $45,223 Buildings 211035 1,789 - 212,924 Improvements other than buildings 2,174,394 - - 2,174,394 Machinery and equipment 111,008 11,588 - 122,596 Office furniture and equipment 2,090 79 - - - - -- 2,169 ----- - - - - -- Grand'Totals ----- - - - - -- $2,543,850 --- - - - - -- --- - $13,456 $ - $2,557,306 Form J -4 �. Accumulated Depreciation Balances Depreciation Balances Net Assets 1 -1 -84 ----------------------------------------------- Taken Deductions 12 -31 -84 - - - - -- Value ----- - - - - -- $ - $ - $ - $ - $45,223 62,607 6,805 - 69,412 143,512 895,674 = 33,409 - 929,083 1,245,311 r 95,691 4,242 - 99,933 22,663 1,937 55 - 1,992 177 ----- - - - - -- ----- - - - - -- $1,055,909 --- - - - - -- --- - - - - -- $44,511 - ----- - - - - -- $1,100,420- $1,456,886 �. SEWER UTILITY FUND COMPARATIVE BALANCE SHEET December 31, 1984 and.1983 ASSETS Cash - Treasurer's balance , Investments, at cost Accounts receivable: Unbilled services Other Due from other governmental units Total Current Assets Due from Metropolitan Waste Control Comm.: Reserve capacity Interceptor acquisition contract Total Deferred Assets Property and Equipment: Land Buildings Improvements other than buildings Machinery and equipment Total Less: Accumulated depreciation Net Property and Equipment -- Form K -4 Total Assets LIABILITIES, AND FUND EQUITY Current Liabilities: Accounts payable Accrued salaries payable Accrued FICA and PERA payable Total Current Liabilities Fund Equity: Contributions from customers Retained earnings unreserved -- Form K -1 Total Fund Equity Total Liabilities, Contributions, and Retained Earnings Form S 1984 . 1983 ----- - - - - -- ----- - - - - -- 1,017,381 135,995 39,274 82,147 $1,274,797 $86 449,250 134,707 54,604 286,520 $925,167 $25,910 $27,773 259,519 270,953 $285,429 $298,726 $36,586 26,245 2,340,642 191,008 $2,594,481 1,234,014 $36,586 24,455 2,340,643 180,374 $2,582,058 1,180,103 $1,360,467 $1,401,955 ----- - - - - -- ----- - - - - -- $2,920,693 $2,625,848 $7,902 $372 14,709 16,170 39 435 ----- - - - - -- ----- - - - - -- $22,650 $16,977 ----- - - - - -- ----- - - - - -- $1,018,552 $1,057,487 1,879,491 1,551,384 ----- - - - - -- $2,898,043 ----- - - - - -- ----- - - - - -- $2,608,871 ----- - - - - -- $2,920,693 $2,625,848 Form B -1 SEWER UTILITY FUND ' COMPARATIVE STATEMENT OF CHANGES IN FUND EQUITY Years Ended December 31, 1984 and 1983 1984 1983 ' --------------------- - - - - -- --------------------------- Retained Customer Retained Customer Earnings ' Contributions Earnings Contributions Restated Balance, January 1, as originally reported $1,057,487 $1,551,384 $1,096,422 $1,208,711 ' Adjustment for change in accounting for vacation and sick pay - ' ----- - - - - -- As Adjusted $1,057,487 ' Income transferred to retained - earnings $ Depreciation on contributed ' assets -_- (38,935) Balance, December 31 $1,018,552 ----------- ----------- $1,551,384 $1,096,422 $328,107 $ = - (38,935) $1,879,491 $1,057,487 -91- (13,166) $1,195,545 $355,839 $1,551,384 U; -92- Form K -2 SEWER UTILITY FUND COMPARATIVE STATEMENT OF REVENUES AND EXPENSES Years Ended December 31, 1984 and 1983 1984 1983 OperatingRevenues: ----- - - - - -- - -- - - - --- Sewer service charges - general customers and interdepartmental $830,170 $802,403 Refunds and Reimbursements: Metropolitan Waste Control Commission Interceptor maintenance 15,998 14,813 S.A.C. charge refund 826 548 ----- Total Operating Revenues - - - - -- $846,994 --- - - - - -- $817,764 Operating Expenses: Disposal - Metro Waste Control Commission $438,407 $281,336 Collections: Personal services 106,618 110,448 Other services and charges 29,447 26,756 Supplies 1 18,713 17,903 Administration: Personal services 19,974 24,260 Other services and charges 12,471 9,317 Supplies 1,233 888 Total Operating Expenses $626,863\A $470,908 Operating Income Before Depreciation $220,131q� $346,856 Less: Depreciation -- Form K -4 53,911\ 54,258 ----- Operating Income ----- - - - - -- $166,220 - - - - -- --- - - - - -- $292,598 --- - - - - -- Nonoperati.ng Revenues (Expenses): Interest earnings $110,881 $32,305 Metro Wste Control Commission Interest on deferred current value credit 10,838 11,278 Interest. on reserve capacity deferred charges 2,293 1,712 Inflow grant - 6,860 Other income (Expense) 136 (4,945) Inflow study expense - (7,904) --- - - - - -- ----- Total - - - - -- $124,148 $39,306 ----- Net Income before transfers and extraordinary item - - - - -- $290,368 --- - - - - -- $331,904 Transfers to: Debt Service Funds - Storm Sewer - 15,000 West Side Project 1,196 - - - -- - --- - - - - -- ----- Net Income (Loss) - ex i ar it - $289,172 $316,904 Transfer depreciation on contributed assets 38,935 38,935 ----- Income transferred to retained earnings - - - - -- $328,107 --- - - - - -- $355,839 -92- SEWER UTILTY FUND COMPARATIVE STATEMENT OF CHANGES IN FINANCIAL POSITION ' Years Ended December 31, 1984 and 1983 1984 ' Source of Working Capital: ---- - - - - -- Operations: Net income Form K -2 $289,172 ' Items not requiring (providing) working capital: Depreciation - Form K -4 53,911 Working Capital Provided from Operations $343,083 Metropolitan Waste Control Commission: 'Decrease in long -term contract receivable $11,434 ' Decrease in deferred receivable - Reserve Capacity charge 1,863 ' Total Metropolitan Waste Control Commission $13,297- Total Sources of Working Capital -- $356,380 ' Uses of Working Capital: Addition to property and equipment -- Form K -4 12,423 Net Increase in Working Capital ' $343,957- . Elements of Net Increase (Decrease) in Working Capital - Cash ($86) ' Investments 56.8,131 Accounts receivable (218,415) Accounts payable (7,530) ' Accrued expenses 1,857 .Due to other governmental units - ' Net Increase in Working Capital - $343,957- -93- Form K -3 1983 $316,904 54,258 $371,162 $10,994 1,758 - $12,752- $383,914 8,629 $375,285- $49 244,724 75,083 4,199 1,360 49,870 $375,285- SEWER UTILITY FUND SCHEDULE OF PROPERTY, EQUIPMENT AND 1 ACCUMULATED DEPRECIATION Year Ended December 31, 1984 Property and Equipment ---------------------------------- Balances Balances 1 -1 -84 Additions Transfers 12 -31 -84 ----- - - - - -- --------------------------------- Land $36,586 $ - $ - $36,586 Buildings 24,456 1,789 - 26,245 Improvements other than buildi 2,340,642 - - 2,340,642 Machinery and.equipment 178,811 10,555 - 189,366 Office furniture and equipment 1,563 79 - 1,642 ----- - - - - -- - - - - -- --- - - - - -- ----- - - - - -- Grand Total $2,582,058 $12,423 $ - $2,594,481 -94- Form K -4 Net Assets Value $36,586 15,734. 1,277,137 30,893 117 $1,360,467 Accumulated Depreciation ' ---------------------------------------------------- Balances Depreciation Balances 1 -1 -84 Taken Deductions 12 -31 -84 ----------------------------------------------------- $ - $ - $ - $ - 9,887 624 - 10,511 ' 1,016,067 47,438 - 1,063,50.5 152,668 5,805 - 158,473 ' - -11481 44 - 1,525 ' 1 ----- - - - - -- $1,180,103- ' - - - - - -- _$53,911= __$ $1,234,014- -95- . Form K -4 Net Assets Value $36,586 15,734. 1,277,137 30,893 117 $1,360,467 HE CIT OF COLUMBIA HEIGHTS, MINNESOTA NNUA INA CIAL KEPQRT Q EAR LNDED DECEMBER S1, 19 O q ENTERNAL 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 Balance Sheet Form L 96 Statement of Revenues, Expenses, and Changes in Retained Earnings Form L -1 97 Statement of Changes in Financial Position Form L -2 98 Schedule of Property, Equipment and Accumulated Depreciation Form L -3 99 CENTRAL GARAGE FUND COMPARATIVE BALANCE SHEET December 31, 1984 and 1983 ASSETS Current Assets: Cash - Treasurer's balance Investments, at cost Inventory, at cost Accounts receivable Total Current Assets Property and Equipment: Buildings and improvements Office furniture and equipment Machinery and equipment Total Less: Accumulated depreciation Net Property and Equipment -- Form L -3 Total Assets LIABILITIES AND FUND EQUITY ---------------------------- Current Liabilities: Accounts payable Accrued salaries payable Accrued social security /P.E.R.A. Total Current Liabilities Fund Equity: Contributed - other city funds Retained earnings Reserved for improvements Unreserved Total Retained Earnings Total Fund Equity Total Liabilities and Fund Equity Form L I� I� - -- 1984 - - -- - -- 1983 - - -- ' $ - $42 ' 73,260 55,700 ' 68,451 61,595 , ----- - - -16- $141,727 ----- - - - - -- $117,337 ----- - - - - -- ----- - - - - -- ' $13,795 $13,795 741 741 66,690 66,236 ' ----------- 81,226 $80,772 , 60,346 55,145 - -- $20,880 $25,627 - - - - -- , ----- - - - - -- $162,607 ----- $142,964 $2,244 $1,407 , 12,521 10,678 339 336 ----------- ----------- $15,104 $12,421 , $94'653 $9 4 6 53 -- -- ' - -- - - - - -- $129205 ----- $12,205 40 - 645 23,685- ' ----- -- - -- $52,850 -_- $35,890 ----------- 147,503 $130,543 ----------- $162,607 ----------- $142,964 Form L -1 1 CENTRAL GARAGE FUND COMPARATIVE STATEMENT OF REVENUES, EXPENSES, AND CHANGES ' IN RETAINED EARNINGS Years Ended December 31; 19814 and 1983 Billing to Departments ' Operating Expense: Mechanics labor Other services and charges ' Supplies Contraetural services Total Operating Expense ' Operating Income before depreciation ' 'Less: Depreciation -- Form L -3 Operating Income ' Nonoperating Revenues (Expenses): Sale of materials Interest income ' Total ' Net Income Retained earnings, beginning of year as originally reported ' Adjustment for change in accounting for vacation and sick pay As adjusted Retained Earnings End of Year -97- 1984 1983 --- - - - - -- -- - - - - -- $145,392 $130,939 $69,949 51,072 5,289 6,898 $133,208 $12,184 5,201 $6,983 -- - - - - -- $867 9,110 $9,977 $16,960 $64,515 .31,867 4,291 --- 6,246- $106,919 $24,020 5,450 $18,570 $18 4,112 $4,130 $22,700 \ $35,890 $21,685 (8,495) $35,890 $13,190 $52,850 $35,890 E- c CENTRAL GARAGE FUND COMPARATIVE STATEMENT OF CHANGES IN FINANCIAL POSITION Years Ended December 31, 1984 and 1983 Sources of Working Capital: Operations: Net income -- Form L -1 Items not requiring (providing) working capital: Depreciation -- Form L -3 Total Sources of Working Capital Uses of Working Capital: Acquisition of property and equipment -- Form L -3 Increase in Working Capital Elements of Increase in Working Capital: Cash Investments Accounts receivable Inventory Accounts payable Accrued expenses Increase in Working Capital -98- 1984 $16,960 5,201 $22,161 $454 $21,707 17,518 16 6,856 (837) (1,846) $21,707 Form L -2 1983 $22,700 5,450 $28,150 $28,150 ($18) 15,000 8,205 4,963 $28,150 M 1 a e L, O w 1 1 1 z O H H H w a a w qA W H a U U co .. ON [Q rl 2 M t:7 W U � m a � A 6 � z ow W a L. U O D+ W a W U m I m 1 co N 0 1 0 'I 1 co tV 1 10 t-•• 1 CC) 11 1 co .O 1 co C% ( c0 11 ii l cc i o 1 +� ✓ 1 -0. 1 N It it r01 iz i +) 1 t 1 11 m I to 1 t— Ol O 1 %D i t .14 1 m co I N %D Ln 1 11 1 C %0 t— I M m 1 C 1 11 i. 1 ca M I--.r ? 1 C 11 p, I .-1 1 1 tfa to 1 %0 11 O 1 ca N 1 1� 11 q; Ili r-1 1 1 I t I O C. 1 4i 1 O 1 U 1 to O r. S H m I t- •- I O II O` N I N 3 1 N i 11 H I— M I U1 11 403� 1 11 •t ; a> 1 1 II 1 A i s ii O i1^„ 1 1 11 1 N 1 t 11 CO 1 •n 1 fA 1 u I b 1 u 1 CI 1 € 11 1 1 1 11 1 W 1 %D M %D 7 I[1 :1 1 m I Lcl Ln M I S 11 U 01 %D 111 1 11 I co 1 tl 1 ctS - 1 N r-I rl 1 tf> Ln 1 m 11 1 Ca I 1 14 11 1 W H i I 11 O I O Ln O 1 %D 11 6 1 0 c0 I ON --T O1 N II 1� j ti N � i N ii •a ,� 1 Id M I M \D 1 11 %D 1 CO W 1 co A l :A to 11 1 W -1 1 1 11 m co Ln 1 Ln 11 7.1 1 0 0 1 1 4p- a) t 1 to 11 I 1 1 II 1 d1 1 Lf) %D N 11 I m t Ol 7 M l l 11 [ N l I Cat) t 11 i tti I I M �D 1 0_ I r-1 C 1 11 { tH 1 II a o� a •v v' m � � cd E° CE S. i m C TI 4r v o Q m HE CITX OF COLUMPIA HEIGHTS, MINNESOTA EARA�NDED ECEMBER A�PSQQ1,1 9 GENERAL FIXED ASSETS GROCN OF ACCOUNTS TABLE OF CONTENTS Statement of General Fixed Assets Form M Page 100 «, STATEMENT OF GENERAL FIXED ASSETS December 31, 1984 . 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 obligation 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 -100- A. Form M $3,025,100 2,767,869 722,606 677,666 1,129,523 $8,322,764 $90,000 150,000 325,000 510,000 929,475 $2,004,475 $526,290 267,203 $793,493 $1,306,875 51,550 $1,358,425 $4,166,371 $8,322,764 t HE CITY OF COLU% A HEIGHTS, MINNESOTA NN EARAiNDED ECEMBER A�PS1, I G%8 -4 GENERAL LOXG-TER.M DEBT GROUP OF ACCOUNTS . _. TABLE OF CONTENTS Statement of General Long -Term Debt Schedule of Funding Available and Funds Required Schedule of Debt Service Requirements to Maturity Form N Page 101 Form N -1 102 Form N -2 103 f (r G STATEMENT OF GENERAL LONG -TERM DEBT December 31, 1984 Form N AMOUNT AVAILABLE AND TO BE PROVIDED FOR THE PAYMENT OF GENERAL.LONG -TERM DEBT Amount available in debt service funds 599,124 Amount to be provided for retirement of: Long Term Debt $8,625,876 Vacation and sick leave payable 214,948 $9,439,948 GENERAL LONG -TERM DEBT PAYABLE General obligation bonds payable $9,225,000 Vacation and sick leave payable 214,948. Total Payable $9,439,948 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 $2,600,000 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. -101- ' SCHEDULE OF FUNDING AVAILABLE AND FUNDS REQUIRED December 31, 1984 Cash, Investments and Receivables ' Deferred Tax Levies ------------------- ' Levy /Payable Years: 1984/85 1985/86 1986/87 1987/88 1988/89 1989/90 1990/91 1991/92 ' 1992/93 1993/94 1994/95 1995/96 ' .996/97 1997/98 1998/99 ' 1999/00 2000 /01 2001/02 ' Total FUNDING AVAILABLE ' Bonds /Future Interest Payable Bonds ' Future Interest FUNDS REQUIRED ' BALANCE -102- Form N -1 Total------ - $599,124 $785,394 983,835 1,018,970 1,058,855 1,083,524 1,108,305 1,151,949 1,164,405 1,171,660 1,154,470 1,038,950 1,034,600 977,375 919,100 859,950 800,100 739,375 104,375 $17,155,192- $17,754,316 $9,225,000 7,930,192 $17,155,192 599,124 LN, agq &M-1, Form N -2 SCHEDULE OF DEBT SERVICE REQUIREMENTS TO MATURITY -103- December 31, 1984 General Obligation Bonds ----------------------------- Principal Interest - - - -- 1985 ---- - - - - -- $ - ---- - $785,394 1986 230,000 753,835 1987 285,000 733,970 1988 350,000 708,855 1989 405,000 678,524 1990 465,000 643,305 1991 550,000 601,949 1992 610,000 554,405 1993 670,000 501,660 1994 710,000 444,470 1995 650,000 388,950 1996 700,000 334,600 1997 700,000 277,375 1998 700,000 219,100 1999 700,000 159,950 2000 700,000. 100,100 2001 700,000 39,375 2002 100,o00 4,375 9,225,000 7,930,192' -103- HE CITX OF COLUM IA HEIGHTS, MINNESOTA NNUA TINAE�I1CIAL 9EPSRT 8 EAR iNDED llECEMBER 1, 11784 STATISTICAL SECTIOX TABLE OF CONTENTS Assessed Value and Market Value of all Taxable Property Tax Rates City Tax Levy Tax Levies and Tax Collections Special Assessment Collections Revenue - Other than Property Taxes and Special Assessments Expenditures for Selected Functions Statement of Legal Debt Margin Combining Schedule of Bonds Payable Schedule of Investments Schedule of Insurance in Force Principal City Officials and Surety Bonds Miscellaneous Statistical Facts Table I Table II Table III Table IV Table V Table VI Table VII Table VIII Table IX Table X Table XI Table XII Table XIII Page 104 -105 106 107 108 -109 108 -109 110 110 112 -117 118 119 -120 121 122 -123 1976 Population 22,3241 Real Property Assessed Value $ 67,746,917 Area -wide Alloe- ------ - - - - -- Contribution $ (850,697 Distribution $ 2,355,13 Market Value $198,140,35 =ersonal Property Assessed Value $ 1,220,89 Market - Commercial $ 2,839,30 Total Real and Per- sonal Property ASSESSED VALUE AND M MARKET VALUE OF ALL TAXABLE PROPERTY LEVY YEARS 1976 THROUGH 1983 1977 1 1978 1 1979 21,890 2 21,300 2 21,270 $ 68,981.,490 $ $ 71,6019406 $ $ 73,741,181 $ (1,085,236) $ $ (1,491,381) $ $ (1,840,970) Assessed Value $ 70,472,250 Market Value $200,979,655 Ratio of Total Assess- ed Value to Total Market Value :3506 Per Capita Valuations Assessed Value 3,157 Market Value 9,003 $ 71,751,140 $221,947,284 :3233 3,279 10,139 -104- $ 74,642,528 $251,741,743 :2965 3,504 11,819 $ 779181,897 $291,248,700 :2650 3,629 13,693 11 ' 1980- - - - - -- 20,029 ----- - - - - -- 5,721,087 '$-(2,000,000) $ 4,383,409 ' $399,395,650 $ -- 1,295;504 ' -- 3,012,800 $ 89,400,000 ' $358,780,600 ' 2492 4,563 ' 17,913 1981-- - - - - -- 19,800 $ 96,391,052 $ (3,908,286) $ 8,183,307 $430,688,578 $ -- 1,344,094 $ -- 3,125,800 1982-- - - - - -- 19,670 $104,783,933 $ (4,487,006) $ 10,544,'639 $445,177,400 $ -- 1,333,301 $ -- 3,100,700 1983- - - - - -- 19,560 $105,913,390 $ (5,178,793) $ 12,001,080 $455, 1779400 $ 1426,869 ----------- $ 3,318,300 -- Table I 1984 - - - - -- 19,530 $108,671,288 $ (4,695,234) $ 13,663,552 $461_786_700 $ 1,426869 ----------- $ 3,414,600 -- $102,010,167 $112,174,867 $114,162,546 $119,107,884 $402,521,450 $433,789,278 $448,495,700 $465,201,300 - - - - - -- -2534 5,152 20,329 :2586 5,702 22,053 ------- -2545 ------- -2560- -105- 5,837 6,099 22,929 23,820 Table II I -106- 1 TAX RATES YEARS 1972 THROUGH 1984 ' Fiscal ' Year City School County Metro - - - - -- Other(B) --- - - - - -- --- Total - - - - -- --- - - - - -- 1972 --- - - - - -- 66.59 --- - - - - -- 162.66 --- - - - - -- 67.59 --- 5.01 301.85 1973 20.14 49.88 19.81 1.79 0.74 92.36(A) 1974 20.10 53.49 18.47 2.52 0.99 95.57 1975 22.40 54.12 19.96 4.42 0.60 101.50 ' 1976 21.75 49.16 19.73 2.73 0.69 94.06 1977 20.41 47.26 19.84 3.00 0.61 91.12 1978 22.13 46.53 22.02 2.73 0.59 94.00 ' 1979 21.847 45.036 21.913 2.913 0.923 92.632 1980 21.101 46.727 23.349 2.990 0.839 95.006 1981 18.153 41.483 25.005 3.832 0.771 89.244 1982 17.303 48.266 24.085 3.556 0.747 93.957 ' 1983 15.438 50.156 24.492 3.877 0.576 94.539 1984 16.610 56.227 26.088 4.197 0.944 104.066 ' (A) Determination of assessed valuation changed by state law enacted in'1971, Extra Session, Chapter 31, as amended for Housing ' (B) Rice Creek Watershed, mosquito Control and 1/3 mill the and Redevelopment Authority -106- 1 ' Table III tCITY TAX LEVY. YEARS 1972 THROUGH 1984 ' City Bonds Fiscal Levy General Police Fire Civil and 'Year --- - - - - -- -- _Total - -- -- Fund - -- Relief --- - - - - -- Relief --- - - - - -- Defense (B) --- - - - - -- Interest --- - - - - -- Other (A) --- - - - - -- 1972 $1,105,517 $846,96.7 $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 1,631,608 1,261,108 78,500 47,000 245,000 V1979 1980 1,631,608 1,151,808 104,000 85,800 290,000 1981 1,631,608 1,245,108 64,500 47,000 275,000' 1982 1,759,284 1,356,029 125,305 57,950 220,000 ' 1983 1,740,623 1,453,033 92,155 55,435 140,000 1984 1,757,487 1,617,500 77,313 62,673 ' (A) All for Storm Sewer Construction except 1976 the $100,000 is for settlement of Sullivan law suit. (B) In 1979 Civil Defense Fund became a part of the General Fund 1 -107- ' -108- TAX LEVIES AND TAX COLLECTIONS , Years 1975 through 1984 Collections Percentage Collection, of Current of Levy of Prior Years Taxes Collected Year's Taxes Year Total Tax During Fiscal During Fiscal During Fiscal Total ' Collected Levy* Period Period Year Collections --- - - - - -- --- - - - - -- --- - - - - -- --- -: - - -- --- - - - - -- --- - - - - -- , 1975 $1,022,810 $. 995,242 97.3 $ 16,563 $ 1,011,805 1976 1,139,240 1,117,070 98.0 18,377 1,1350447 1977 1,136,825 1,123,704 98.8 22,470 1,i46,174 , 1978 1,220,013 1,186,640 97.3 16,687 19203,327 1979 1,253,698 1,236,676 98.6 20,648 1,257,324 1980 1,150,273 1,122,161 97.6 21,268 1,143;429 1981 1,090,455 1,074,134 98.5 39,938 1,114,072 ' 1982 1,262,780 1,236,497 97.9 19,120 1,255,617 1983 1,249,602 1,208,840 97.4 26,702 1,235,542 1984 1,285,324 1,253,908 97.6 20,640 1,274,548 ' * Tax levy has been adjusted by the Homestead Credit (Property tax replacement) which is a revenue from other agencies and has been incorporated into Table VI. SPECIAL ASSESSMENT COLLECTIONS ' Years 1975 Through 1984 Percentage of ' Uurrent 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$ ' 1980 129,773 70,627 54.0 1981 190,708 102,985 54.0 1982 217,927 107,932 49.5$ 1983 285,.780 150,561 52.7$ ' 1984 299,748 186,870 62.3$ -108- 1 1 Table IV 0 Delinquent Specials qu t ,pee s Collected During Fiscal- Period -(A) Total Special Assessments Delinquent At End of Fiscal Period - Table V Deferred Special Assessments Collected Balance Fund Fiscal Period of Fiscal Period - ---------------------- - - - - -- $ 71,642 $ 116,642 Ratio $ 372,361 67,434 Accumulated Ratio 388,565 Delinquent ' of Total Accumulated Taxes to Collections Delinquent Current Year To Tax Levy ' - - - - - -- Taxes --- - - - - -- Tax Levy --- - - - - -- .9892:1 $ 66,224 .0647:1 .9965:1 709606 .0169:1 1.0082:1 59,211 .0520 :1 .9863:1 64,287 .0527:1 1.0029:1 31,977 .0255:1 ' .9940:1 18,86.4 .0163:1 1.0217:1 25,547 .0234:1 .9943:1 12,888 .0102:1 .9959:1 49,644 .0400:1 .9916:1 36,290 .02823:1 Delinquent Specials qu t ,pee s Collected During Fiscal- Period -(A) Total Special Assessments Delinquent At End of Fiscal Period - Table V Deferred Special Assessments Collected Balance Fund 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 1049930 388,481 46,218 66,142 1559037 436,962 439693 71,605 78,080 411,494 41,215 879512 136,281 6020047 70,016 111,314 287,194 509,999 ' 94,298 94,702 301,367 1,335,493 130,298 152,744 313,682 1,048,215 119,372 154,154 236,474 857,906 ' (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 t county for inclusion on the following years property tax statement and is shown as a delinquent collection. -109- Table VI �J C n 1 REVENUES -OTHER THAN PROPERTY TAXES AND SPECIAL ASSESSMENTS Years 1972 Through 1984 Charges for Licenses (A) Fiscal Revenues from Use of Money Service and and Fines.and Profits of ' Year Other Agencies and Property Other Revenue Permits Forfeitures Proprietaries 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 20,181 361,74? 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 1980 2,272,119 474,873 419,930 68,710 72,274 106,845 1981 2,857,636 966,078 997,236 104,027 67,301 835,981 1982 2,310,131 545,881 1,248,375. 148,773 47,073 444,962 ' 1983 2,990,623 530,037 1,009,358 156,410 51,870 693,691 1984 2,470,131 602,397 802,756 215,942 51,009 694,436 ' (A) The Years 1972 -77 do not include depreciation for Sewer and Water Funds Table VII EXPENDITURES FOR SELECTED FUNCTIONS Years 1972 Through 1984 ' Fiscal, General Public Public Sani- Parks and Year Government Safety Works -- tation -- Library Recreation ' 1972 $226,527 $605,120 $357,901 $ 196,760 $75,500 $333,047 ' 1973 353,833 685,606 391,057 186,850 77,300 369,402 1974 311,850 698,704 432,422 208,752 82,500 420,323 1975. 310,540 860,723 457,316 224,569 147,851 463,877 1976 374,191 875,714 511,377 227,055 103,280 512,066 1977 406,864 981,059 577,072 233,598 109,635 537,332 1978 424,527 1,070,279 606,541 246,957 121,968 676,027 1979 460,152 1,160,243 515,417 255,693 143,018 547,525 1980 516,593 1,315,826 566,643 268,793 163,801 622,154 1981 538,618 1,380,692 576,754 336,997 188,440 652,611 1982 536,804 1,454,404 581,121 403,670 188,343 634,395 , 1983 548,977 1,537,897 561,632 430,126 265,803 625,030 1984 563,717 1,654,871 645,265 450,010 212,379 753,430 1 Table VIII ' STATEMENT OF LEGAL DEBT MARGIN December 31, 1984 Assessed Value $119,107,884 Debt Limit 7 -1/3% of Assessed Value (Note A) 8,734,578 ' Amount of Debt Limit Applicable to Debt Limit: Total bonded. debt 11,825,000 Less Note B: ' Tax Increment 9,225,000 Special Assessment Bonds 2,600,000 11,825,000 Total Debt Applicable to Debt Limit Legal Debt Margin 8,734,578 Note (A): M.S.A. Section 475.53 (Limit on Net Debt) Subdivision 1. Generally. Except as otherwise provided-in sections 475.51 to to 475.75, 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 7 -1/3 zaercent 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 amount of current revenues which are applicable within within the current fiscal year to the payment of any debt and the aggregate of the principal of the following: (1) Obligations issued for improvements which are payable wholly or partly from the proceeds of special assessments levied upon property specially benefited thereby, including those which are general obligations of the municipal issuing them, if the municipality is entitled to reimbursement in whole or in part from the proceeds of the special assessments. (2) Warrents 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 waterworks systems, and public lighting, heating or power systems, and of systems,and of any combination thereof orfor any other public convenience from which a revenue can be derived. (6) Debt service loans and capital loans made to a school district under the provisions of sections 124.42. and 124.43. (7) Amount of all money and face value of all securities held as a debt service fund for the extinguishment of obligations other than those those deductible under this subdivision. (8) All other obligations which under the provisions of law authorizing their issuance are not to be included in computing the net debt =of the municipality. r t COMBINING SCHEDULE OF BONDS PAYABLE December 31, 1984 Interest Rates and Issue Maturity ' Dates Date Date SPECIAL ASSESSMENT BONDS: -------- - - - - -- --- - - - - -- --- - - - - -- ' Permanent Improvement Revolving Bonds of 1982 12 \1 \84 12 \1 \85 ------------------------------------------ -- - - -- All Callable in inverse order on December 1, 1983 at 105% of their principal and on any interest payment 6.70 12 \1 -6 \1 ' date thereafter at 100% of their principal ' Permanent Improvement Revolving Bonds of 1984 ------------------------------------------------ 6.50% 3 \1 \1 6\1\84 3 \1 \96 t Bonds maturing on or after March 1, 1989 -9 callable in inverse order at 100% of their 7.00% principal accrued interest 7.50% 8.00% ' 8.25% 8.50% 8.25% ' 9.00% 9.20% 9.40% 9.60% 9.75% Total Permanent Improvement Bonds GENERAL OBLIGATION BONDS: Storm Sewer Bonds of 1965 --------------------- - - - - -- All callable after January 1, 1980 in inverse order at par and accrued interest plus a premium of $50 per bond -r12- 10 \1 \65 1 \1 \85 ' 3.60% 1 \7 -7 \1 _ Table I% Annual Interest Orginal Serial Balance Balance Paid in 'Issue Payments 1 -1 -84 Sold Retired 12 -31 -84 Cur.Year ------- - - - - -- ---- - - - - -- ----- - - - - -- ----- - - - - -- ----- - - - - -- ----- - - - - -- --- - - - - -- ' $2,550,000 $ - $ - $ - $ - $ - $ 2,550,000 (85) 2,550,000 - 2,550,000 - 170,850 $2,600,000 $ - $2,600,000 $ - .$2,600,000 $ - $140,000 (85) ' 150,000 (86) 160,000 (87) 170,000 (88) ' 185,000 (89) 195,000 (90) 215,000 (91) ' 230,000 (92) 250,000 (93) 275,000 (94) 300,000 (95) ' 330,000 (g6) ----- - - - - -- ----- - - - - -- ----- - - - - -- ----- - - - - -= --- - - - - -- $2,550,000 $2,600,000 $2,550,000 $2,600,000 $170,850 ' ----- - - - - -- ----- - - - - -- ----- - - - - -- ----- - - - - -- --- - - - - -- $140,000 $140,000 - $140,000 - $5,040 -113- ' - .. h COMBINING SCHEDULE OF BONDS PAYABLE (Continued) December 31, 1984 Tax Increment Bonds of 1980 Bonds maturing in 1991 and later years will be subject to redemption and prepayment at the option of the city in inverse order of serial numbers on March 1, 1990 Tax Increment Bonds of 1982 All callable in inverse order on December 1, 1983 at 105% of their principal and on any interest payment date thereafter at 100% of their principal -114- Interest Rates and Issue Maturity Dates Date Date -------- - - - - -- --- - - - - -- --- - - - - -- 9\1\80 3 \1 \02 8.00% 3 \1 -9 \1 8.00% 8.00% 8.00% 8.00% 8.00% 8.00% 8.00% 8.00% 8.00% 8.00% 8.'10% 8.25% 8.40% 8.50% 8.60% 8.75% 8.75% 6.75% 12 \1 -6 \1 12 \1 \82 12 \1 \85 'Annual Orginal Serial Issue Payments $8,175,000 $ Tab le IX Interest Balance Balance Paid in `1 -1 -84 Sold Retired 12 -31 -84 Cur.Year 8,165,000 - 10,000 8,155,000 671,750 (85) 14.0.,000 (86) ' 190,000 (87) 250,000 (88) 300,000 (89) ' 350,000 (90) 425,000 (91) 475,000 (92) 525,000 (93) ' 550,000 (94) 650,000 (95) 700,000 (96) ' 700,000 (97) 700,000 (98) 700,000 (99) ' 700,000 (00) 700,000 (01) 100,000 (02) $450,000 0 $450,000 $ - $450,000 $ - -115- $30,150 COMBINING SCHEDULE OF BONDS PAYABLE (Continued) December 31, 1984 Tax Increment Bonds of 1984 Bonds maturing on or after March 1, 1992 will be subject to redemption and prepayment at the option of the city in inverse order, on March 1, 19,91 and any interest payment date thereafter at 100% of their principal plus accrued interest. Total General Obligation Bonds Total Bonds Payable - All Funds i Interest Rates and Issue Maturity Dates Date Date. -------- - - - - -- --- - - - - -- --- - - - - -- 6 \1 \84 3 \1 \94 3 \1 9 \1 7.00% 7.40% 8.00% 8.25% 8.50% 8.75% 9.00% 9.20% 9.40% r r r rAnnual Orginal Serial rIssue - - - - -- Payments - $1.,070,000 1 90,000 (86) ' 95,000 (87) 100,000 (88) 105,000 (89) 115,000 (90) r 125,000 (91) 135,000 (92) 145,000 (93) r160,000 (94) r r r r r r r, r� �1 i Table IX Interest Balance Balance Paid in 1 -1 -84 Sold Retired 12 -31 -84 Curr.Yr. ------ - - - - -- ----------- $1,070,000 - $1,070,000 - $8,755,000 $1,070,000 $600,000 $9,225,000 $706,940 $11,305,000 $3,670,000 $3,150,000 $11,825,000 $877,790 -117- I i I I I I 1 I I 1 I I I I I I I ' I i I I �-++> 4) 4) -0 +A4-:1 +)- P -P4al +J •r•1 -ri -M • 4 •ri .M •rl •P4 •M •r4 •rA •M •M 4-) N 0 0 0 N N 0 0 0 0 to N 0 a9i u1000 0000000000 4 rri W aaaaaaaaaaaaa r-+ r, 4+ W W W W W 0 W W W W W v W U ffi S. S. 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W al W W W W W W W W W 0 W ro ro L7tzE000UU� »UUU UUUUUUI:)C�UUU.U. -118- •� � 1 QT t0 r+ I N 1 � I � I I i N W i W I` al i U u a SCHEDULE OF INSURANCE IN FORCE December 31, 1984 Type of Coverage ------ - - - - -- Policy Period Building from to or Structure Contents - --- - - - - -- All Risk Coverage under the Public and --- - - - - -- ----- - - - - -- ----- - - - - -- Institutional Property Policy 1 \1 \83 12 \31 \$3 (90% Coinsurance -$500 Deductible) 40th Avenue Liquor Store $70,000 University Avenue Liquor Store 80,000 Central Avenue Liquor Store 400,000 - $150,000 (90% Coinsurance -$500 Deductible) City Hall $1,645,630 $316,246 LIbrary 613,249 264,379 City Garage 1,640,899 126,498 Liquor Store -40th Avenue 98,453 10,624 Liquor Store - University Ave. 152,133 16,087 Liquor Store - Central Ave. - 200,000 Community Center 839,415 43,491 Parks (11) 1,289,879 209,653 Well House - LaBelle Park 14,940 - Band Stand 38,308 - Bath House - Silver Lake 50,709 - Warming House - Silver Lake 6,900 - Lift Stations (3) 75,346 - Water Tower 327,027 - Pump Stations (2) 87,840 72,671 Warehouse - Cement 47,005 1,738 Warehouse -Metal 11,842 - Water Meter Vault 10,389 4,743 Tema House 21,562 - - - -- - - - -- $6,971,526 ----- - - - - -- $1,266,130 ($100 Deductible) - . Personal property consisting of road construction equipment, maintenance equipment, and other equipment stored in municipal buildings 4500 Deductible on Police and Fire only) - - - Personal property consisting of motor vehicles -119- $759,410 $458,478 1 1 1 F 1 r_ J - I Table %I 0 ' Contents Type of Coverage ----- - - - - -- ------------ - - - - -- Boiler explosion . Workmen's Compensation $70,000 80,000 Comprehensive Auto Liab. 400,000 Bodily Injury _ _ _ ----- - - - - -- Property Damage ' -- $150,000- Uninsured Motorists Policy Period from to --------------- 1\1\84 12 \31 \84 $100,000 per accident 1 \1 - \84 12 \31 \84 Statutory 1 \1 \84 1 \1 \85 $500,000 $500,000 $250 Deduct. $50,000 $316,246 ' 264,379 Automotive Physical Damage $360,000 126,498 $500 Deduct. 10,624 Comp. Bus Liability 4 \13 \84 4 \13 \85 ' 16,087 Bodily Injury $500,000 200,000 43,491 Property Damage $500,000 ' 209,653 Uninsured Motorist $50,000 - Comprehensive General Liab. 1 \1 \84 12 \31 \84 - Bodily Injury $500,000 - Property Damage $500,000 - Statuary Liq.Legal Liab. 1 \1 \84 1 \1 \85 $500,000 ' 72,671 1,738 Public Official Liab. 1 \29 \84 1 \29 \85 $1,000,000 ,•..4,743 Umbrella Liability 6 \9 \84 6 \9 \85 $5,000,000 $10,000 Retention $1,266,130 The comprehensive general liability - includes the following additional coverages: (a) Personal 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 $759,410 ----- - - - - -- glass and neon sign breakage (e) Miscellaneous property floater. ' $458,478 t -120- 1 Table YII PRINCIPAL CITY OFFICIALS AND SURETY BONDS Year Ended December 31, 1984 Amount of ' Name Official Title Surety Bond Mayor and Council: Bruce G. Nawroeki Mayor Arden Hovland Councilmember Rita M. Petkoff Councilmember Edward M. Carlson Councilmember ' Gary L. Peterson Couneilmember Administration: Robert S. Boewinski City Manager , Linda Magee Administrative Assistant William Elrite City Clerk - Treasuere- Finance Director- Liquor Operations Manager $ 50,000 Ronald Kalina City Attorney Fred Salsbury Public Works /Director /City Engineer Karen Meuleners City Assessor $ 50,000 , Stuart Anderson Chief of Police Donald Johnson Chief of Fire LeRoy Goranson Building Inspector ' Martin Gavic Plumbing Inspector LeRoy Goranson Heating Inspector Donald Weindand Electrical Inspector Donald Jolly Superintendent of Public Yorks ' John ;iggas' Recreation and Community Services Director Rebecca Loader Librarian ' In addition to the positions listed above where bond amounts appear, the City has a $100,000 Faithful Performance Blank Position Bond on all City Employees. ' 1 MISCELLANEOUS STATISTICAL FACTS 1984 Date of Incorporation Date of Adoption of City Charter Form of Government' Fiscal Year Begins Area of City MIles of Streets and Alleys: Trunk Highways County City Streets Alleys Miles of Sewers: Storm Sewers Sanitary Sewers Watermain Miles Building Permits: 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 Estimated Cost: 1972 .1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 -122- TAble ZIII March 14, 1989 July 21, 1921 Council - Manager January 1 3.52 Square Miles 3.0 6.2 61.8 18.9 33.6 59.0 66.1 518 529 485 608 595 658 687 663 555 644 519 540 525 X2,180,740 2,032,525 2,916,519 3,148,524 3,4.12,415 4,701,644 6,996,678 3,316,115 3,264,460 8,822,479 13,757,934 7,829,198 12,059,779 MISCELLANEOUS STATISTICAL FACTS (Continued) Fire Protection: Number of Stations 1 Number of Employees: 49030 Full Time 7 Volunteer 22 Police Protection: 123 Number of Stations 1 Number of Employees 23 Parks: 6,035 City Parks 13 Playground 11 County Park 1 Schools: 23,997 Senior High 1 Junior High 1 Elementry 3 Prochial Elementary 1 Employees: (as of December 31, 1984) 21,890 Regular 94 Part Time 64 Temporary 20,029 Elections: Registered voters - last city general election 119908 Number of votes cast last city general election 49030 Percentage of registered voters voting 34% Population: 1900 123 1920 2,968 1930 5,613 1940 6,035 1950 8,175 1960 17,533 1965 (mid- decade census) 23,283 1970 (census) 23,997 1973 24,079 1974 23,503 1975 23,316 1976 22,324 1977 21,890 1978 21,300 1979 21,270 1980 20,029 1981 19,800 1982 19,670 1983 19,560 1984 20,029 -123-