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HomeMy WebLinkAbout1990 CAFRCITY OF COLUMBIA HEIGHTS, MINNESOTA Comprehensive Annual Financial Report Year Ended December 31, 1990 ' CITY OF COLUMBIA HEIGHTS, MINNESOTA ' Comprehensive Annual Financial Report Table of Contents Exhibit Page Introductory Section Letter of Transmittal 1 - 7 List of Principal Officials 8 ' Organizational Chart 9 Financial Section ' Independent Auditor's Report 10-11 General Purpose Financial Statements Combined Balance Sheet - All Fund Types and Account Groups A 12-13 Combined Statement of Revenue, Expenditures, and Changes in Fund Balance - All Governmental Fund Types B 14 Combined Statement of Revenue, Expenditures, and Changes in ' Fund Balance - Budget (GAAP Basis) and Actual - General, Special Revenue, and Debt Service Funds C 15 Combined Statement of Revenue, Expenses, and Changes in Retained Earnings - All Proprietary Fund Types D 16 Combined Statement of Cash Flows - All Proprietary Fund Types E 17-18 Notes to Financial Statements 19-55 Combining and Individual Fund and Account Group Statements General Fund Comparative Balance Sheet F -1 56 Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual F -2 57 ' Statement of Revenue - Budget (GAAP Basis) and Actual F -3 58 Statement of Expenditures - Budget (GAAP Basis) and Actual F-4 59 Special Revenue Funds Combining Balance Sheet G -1 60 Combining Statement of Revenue, Expenditures, and Changes in Fund Balance G -2 61 Municipal State Aid Street Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual G -3 62 Cable Television Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual G-4 63 Paratransit Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual G -5 64 Demonstration Grant Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual G-6 65 CITY OF COLUMBIA HEIGHTS, MINNESOTA Comprehensive Annual Financial Report Table of Contents (continued) Combining and Individual Fund and Account Group Statements (continued) Special Revenue Funds (continued) Contributed Projects Comparative Statement of Revenue, Expenditures, and Changes in Fund Balance Recreation and Community Services Funds Combining Balance Sheet Combining Statement of Revenue, Expenditures, and Changes in Fund Balance Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Youth Athletics Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Traveling Athletics Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Trips and Outings Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Senior Citizens Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Early Childhood and Family Education (ECFE) Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Adventure Club Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Adult Basic and Continuing Education (ABCE) Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Adult Athletics Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Special Projects Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Housing and Redevelopment Authority Funds Combining Balance Sheet Combining Statement of Revenue, Expenditures, and Changes in Fund Balance Housing and Redevelopment Authority General Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual 1 Exhibit Page I G -7 66 G -8 67 G -9 68 G -10 69 G -11 70 G -12 71 G -13 72 G -14 73 G -15 74 G -16 75 G -17 76 G -18 77 G -19 78 G -20 79 G -21 80 G -22 81 r f', 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Comprehensive Annual Financial Report Table of Contents (continued) Combining and Individual Fund and Account Group Statements (continued) Special Revenue Funds (continued) Housing and Redevelopment Authority Fund (continued) Housing and Redevelopment Downtown Development Fund Statement of Revenue, Expenditures, and Changes in Fund Balance Housing and Redevelopment Authority Low Income Housing Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Housing and Redevelopment Authority Anoka County Community Development Block Grant Statement of Revenue, Expenditures, and Changes in Fund Balance Debt Service Funds Combining Balance Sheet Combining Statement of Revenue, Expenditures, and Changes in Fund Balance Special Assessment Refunding Bonds of 1987 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Tax Increment Bonds of 1980 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Tax Increment Bonds of 1984 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Tax Increment Bonds of 1985 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Tax Increment Refunding Bonds of 1987 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Tax Increment Taxable Bonds of 1987 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Capital Project Funds Combining Balance Sheet Combining Statement of Revenue, Expenditures, and Changes in Fund Balance Exhibit Page G -23 82 G -24 83 CITY OF COLUMBIA HEIGHTS, MINNESOTA Comprehensive Annual Financial Report Table of Contents (continued) Exhibit Page Combining and Individual Fund and Account Group Statements (continued) Enterprise Funds Combining Balance Sheet J -1 95 Combining Statement of Revenue, Expenses, and Changes in Retained Earnings J -2 96 Combining Statement of Cash Flows J -3 97-98 Water Utility Fund Balance Sheet J-4 99 Statement of Revenue, Expenses, and Changes in Retained Earnings J -5 100 Statement of Cash Flows J-6 101-102 Sewer Utility Fund Balance Sheet J -7 103 Statement of Revenue, Expenses, and Changes in Retained Earnings J -8 104 Statement of Cash Flows J -9 105-106 Refuse Utility Fund Balance Sheet J -10 107 Statement of Revenue, Expenses, and Changes in Retained Earnings J -11 108 Statement of Cash Flows J -12 109-110 Liquor Fund Balance Sheet J -13 111 Statement of Revenue, Expenses, and Changes in Retained Earnings J -14 112 Statement of Cash Flows J -15 113 - 114 Internal Service Funds Combining Balance Sheet K -1 115 Combining Statement of Revenue, Expenses, and Changes in Retained Earnings K -2 116 Combining Statement of Cash Flows K -3 117-118 Central Garage Internal Service Fund Balance Sheet K-4 119 Statement of Revenue, Expenses, and Changes in Retained Earnings K -5 120 Statement of Cash Flows K-6 121-122 Insurance Fund Balance Sheet K -7 123 Statement of Revenue, Expenses, and Changes in Retained Earnings K -8 124 Statement of Cash Flows K -9 125- 126 �Ii ICITY OF COLUMBIA HEIGHTS, MINNESOTA ' Comprehensive Annual Financial Report Table of Contents (continued) Combining and Individual Fund and Account Group Statements (continued) Agency Funds - Fiduciary Funds Combining Statement of Changes in Assets and ' Liabilities - All Agency Funds Financial Schedules (Unaudited) ' General Fixed Assets Group of Accounts Comparative Schedule of General Fixed Assets by Source General Long -Term Debt Group of Accounts ' Statement of General Long -Term Debt Schedule of Funding Available and Funds Required Schedule of Debt Service Requirements to Maturity Supplemental Information (Unaudited) Schedule of Sources and Uses of Public Funds for Housing and Redevelopment Authority Tax Increment Financing Districts Sources of Funds for Housing and Redevelopment Authority Tax Increment Financing Districts Statistical Section (Unaudited) Assessed Value, Tax Capacity, and Estimated Actual Value of All Taxable Property Tax Rates City Tax Levy Tax Levies and Tax Collections Special Assessment Collections General Governmental Revenue By Source General Governmental Expenditures By Function Schedule of Insurance in Force Combining Schedule of Bonds Payable Principal City Officials Miscellaneous Statistical Facts Principal Taxpayers Statement of Legal Debt Margin Exhibit Page L -1 127- 128 M -1 129 N -1 130 N -2 131 N -3 132 O -1 133 O -2 I II III IV V VI VII VIII IX X XI X11 XIII 134-135 136 137 138 139 140 141 142 143 144-147 148 149-150 151 152 CITY OF COLUMBIA HEIGHTS, MINNESOTA Comprehensive Annual Financial Report Table of Contents (continued) Page Other Required Reports Independent Auditor's Report on Schedule of Federal Financial Assistance 153 Schedule of Federal Financial Assistance 154 Independent Auditor's Single Audit Combined Report on Internal Control Structure 155-157 Independent Auditor's Compliance Report Based Solely on an Audit of the General Purpose Financial Statements Performed in Accordance With Government Auditing Standards 158 Independent Auditor's Single Audit Report on Compliance With the General Requirements Applicable to Federal Financial Assistance Programs 159 Independent Auditor's Report on Compliance With Specific Requirements Applicable to Nonmajor Related Federal Financial Assistance Program Transactions 160 Independent Auditor's Report on Compliance With Minnesota State Laws and Regulations 161 Schedule of Findings 162 i CITY OF COLUMBIA HEIGHTS 590 40th Avenue N. E. Columbia Heights, MN 55421 -3878 (612) 782 -2800 1 Mayor 'Edward M. Carlson Councilmembers Sean T. Clerkin Bruce G. Nawrocki Gary L. Peterson Robert W. Ruettimann IMarch 27, 1991 ' To the Citizens of the City of Columbia Heights, Mayor, Councilmembers, and City Manager The Comprehensive Annual Financial Report of the City of Columbia Heights for the fiscal year ended P P December 31, 1990 is hereby submitted. The responsibility for both the accuracy of the presented data and the completeness and fairness of the presentation, including all disclosures, rests with the City. To the best of our knowledge and belief, the enclosed data is accurate in all material respects and is reported in a manner designed to present fairly the financial position and results of operations of the various funds 1 and account groups of the City. All disclosures necessary to enable the reader to gain an understanding of the City's financial activities have been included. The Comprehensive Annual Financial Report is presented in three sections: Introductory, Financial, and Statistical. The Introductory Section includes this transmittal letter, the City's organizational chart, and a list of principal officials. The Financial Section includes the general purpose financial statements, the ' combining and individual fund and account group statements and schedules, as well as the auditor's report on the financial statements and schedules. The Statistical Section includes selected financial and demographic information, generally presented on a multi -year basis. The City is required to undergo an annual single audit in conformity with the provisions of the Single Audit Act of 1984 and the United States Office of Management and Budget Circular A -128, Audits of State and Local Governments. Information related to this single audit, including the Schedule of Federal Financial Assistance, is included at the end of this report. This report includes all funds and account groups of the City. The City provides a full range of services to its citizens. These services include, but are not limited to, police and fire protection; sanitation services; the construction and maintenance of highways, streets, and infrastructure; library; recreational facilities; cultural events; and general administrative services. In addition to general government activities, the City Council exercises, or has the ability to exercise, oversight of the Housing and Redevelopment Authority by appointment of Board members; therefore, this activity is included in the reporting entity. However, Columbia Heights Police and Fire Department Relief Associations, 51 PE "SERVICE IS OUR BUSINESS" EQUAL OPPORTUNITY EMPLOYER Independent School District No. 13, Six Cities Watershed District, and Rice Creek Watershed District have not met the established criteria for inclusion in the reporting entity and, accordingly, are excluded from this report. ECONOMIC CONDITION AND OUTLOOK The City of Columbia Heights, which is a suburb located north of the City of Minneapolis in Anoka County in east - central Minnesota, was originally incorporated as a village in 1898. In 1921, pursuant to the adoption of a home rule City Charter by the qualified voters of the City, a Council- Manager form of government was instituted. The City covers an area of 3.52 square miles and its population is 18,910 according to 1990 census figures. Population of the City decreased by a little over 1,000 persons in the last decade. This decrease is due in part to the fact that a large proportion of the City's population is senior. Columbia Heights is becoming more like a core city each year. The demographics of the citizens continue to age and change while the housing stock and infrastructure become older. The City is facing the same problems as those faced by other older cities — that of deteriorating infrastructure; particularly streets. The City of Columbia Heights is addressing the infrastructure problem through the process of redevelopment and by designating funds for the replacement of capital items. The Housing and Redevelopment Authority is actively promoting redevelopment projects within the City. On December 4, 1990, construction was started for a 45 -unit senior low income housing addition to Parkview Villa Highrise. This development is being financed through a $2.4 million General Obligation Tax Increment Capital Appreciation Bond issue to be paid from tax increments earned from 2002 to 2009 on the Downtown Business District Tax Increment District. The project is expected to be completed in August 1991. Construction of townhomes in the Sullivan Shores development was completed in 1990. This development included 65 townhomes and site improvements for the City. Another area of the City slated for redevelopment is the area between Jefferson Avenue - Madison Place on the east, Huset Park on the north, University Avenue on the west, and 37th Avenue on the south. During the year, two primarily housing - related developments were rejected for this area. However, at least two industrial /commercial developments were under consideration by potential developers. The City Council adopted the Housing Maintenance Code which requires inspection of the 2,500 plus units of rental housing within the City. The purpose of the housing code was to maintain housing standards in Columbia Heights. The City Council also designated funds of the City for capital equipment replacement and construction. These funds are to be used for replacement of fixed assets of the City and for replacement of infrastructure in the Water and Sewer Funds. Employment in the City is remaining stable. Medtronics moved 200 employees into the vacant Land O' Lakes building in 1989 and became one of the City's larger employers. During the year, economic conditions remained stable. The City continues to maintain a strong financial position and that trend is expected to continue. -2- MAJOR INITIATIVES For the Year ' During the year, the City continued with the process of computerization. The IBM 36 was upgraded and both memory and storage were increased, thereby increasing speed and efficiency of operations. Accounts receivable and purchase order systems were acquired in 1990 and those functions are now ' computerized. Also completed during the year was networking of computers throughout the City. This involved all computers in the City being connected and having complete access to central files including financial information on the IBM 36 computer. ' A new telephone communication system was installed in City Hall, Public Works, Murzyn Hall, and the Library. All major operational areas in each of the four buildings have the capability of direct -in- dialing and voice mail. Although there were some problems encountered in the conversion to the new system, it is a major improvement and it has greatly reduced monthly telephone costs. Both the Police and Fire Department personnel are active in public education and outreach programs. These programs are designed to educate the community in the areas of safety and crime and fire prevention. Police officers are also involved in D.A.R.E. (Drug Abuse Resistance Education), a nationally recognized program for fifth graders. This program includes self - esteem building, decision- ' making, handling of stress, the consequences of drug use, and techniques on how to avoid drugs. The two off -sale liquor stores operated by the City continued to be very profitable in 1990. The large increase in federal tax gave a great final year -end sales boost. Both stores also began selling Minnesota State Lottery tickets during the year. Robert S. Bocwinski resigned in August 1990 to take a position as City Administrator in Streamwood, Illinois. Mr. Bocwinski had been City Manager since April 1978. Stuart Anderson, Chief of Police, was appointed Acting City Manager by the City Council until a new City Manager is appointed. For the Future ' Maintenance of the City's infrastructure will remain a major concern. A program of annual planning and monitoring is being developed by the Public Works Department to address this problem. The City will also be designating more funds to pay for replacement. ' There are plans to completely replace and update the cash register and computer system for the liquor stores. The new system will allow for better controls in both buying and sales management. In addition, Heights Liquor will be electronically connected to Top Valu giving management far more control over pricing, buying, and asset control. Effective December 31, 1990, the Joint Powers Agreement with Independent School District No. 13 was terminated. The effect of this dissolution was such that the School District will administer community education programs effective January 1, 1991 and the City will administer recreation and the Senior Citizens programs. FINANCIAL INFORMATION The City of Columbia Heights' strong financial management continues to provide the residents of the City with initiatives designed to enhance its excellent financial position: 1. Investing funds not immediately needed for expenditures to maximize non -tax revenue. 2. Closely monitoring expenditures to ensure that activities are carried out within authorized levels. Internal Controls Management of the City is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the government are protected from loss, theft, or misuse; and to ensure that adequate accounting data is compiled to allow for the preparation of financial statements in conformity with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that: (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the valuation of costs and benefits requires estimates and judgements by management. Single Audit As a recipient of federal, state, and county financial assistance, the City is also responsible for ensuring that an adequate internal control structure is in place to ensure compliance with applicable laws and regulations related to those programs. This internal control structure is subject to periodic evaluation by management of the City. As part of the City's single audit, described earlier, tests are made to determine the adequacy of the internal control structure, including that portion related to federal financial assistance programs, as well as to determine that the City has complied with applicable laws and regulations. Budgeting Controls In addition, the City maintains budgetary controls. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by the City Council. Activities of the General Fund, Special Revenue Funds, and Debt Service Funds are included in the annual appropriated budget. 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 review process and expenditures are not approved until it has been demonstrated that (1) adequate funds were appropriated, (2) the expenditure is still necessary, and (3) funds are available. As demonstrated by the statements and schedules included in the Financial Section of this report, the City continues to meet its responsibility for sound financial management. -4- IGeneral Government Functions Revenues for City general government functions (General, Special Revenue, Debt Service, and Capital Project Funds) during 1990 totaled $10,698,001, which is an increase of 0.02% over 1989. Property taxes received for the City produced 30% of general revenues compared to 27% last year. The amount of revenues from various sources and their change from last year are shown below: Amount of Percent Increase (Decrease) Revenue Source Amount of Total From 1989 Taxes $ 3,215,975 30% $ 376,039 Special assessments 463,410 4 (273,252) Licenses and permits 147,587 1 5,222 Fines and forfeitures 123,505 1 (4,683) Interest and rents 1,143,967 12 (112,845) Intergovernmental 4,096,113 38 81,193 Charges for services 661,116 6 49,600 Other revenue 846,328 8 (119,291) Total revenues $ 10,698,001 100% L_1,983 ' Tax revenue and intergovernmental revenue increased due to the increase in the tax le for 1990. g levy Special assessment revenue decreased due to fewer prepayments of assessments. ' The expenditures for City general governmental purposes for 1990 totaled $11,975,168, an increase of 11.5% from 1989. The total expenditures for major City functions and their change from last year are t shown below: Amount of Percent Increase (Decrease) ' Expenditure Function Amount of Total From 1989 General government $ 1,429,627 12% $ 315,416 Public safety 2,551,543 21 247,841 ' Public works 762,642 6 (23,176) Sanitation 184,627 2 62,323 Library 368,363 3 35,175 ' Parks and recreation 1,514,853 13 114,003 Other and contingencies 764,525 6 (2,377) Capital outlay 1,929,588 16 415,919 Debt service 2,469,400 21 70,057 ITotal Expenditures $ 11,975,168 100% $ 1,235,181 Increased expenditures resulted for a variety of reasons including increased personnel costs, capital outlay for election equipment in City Hall, and increased incidence of Dutch Elm disease. General Fund Balance The fund balance of the General Fund decreased by 45% in 1990. The reason for the large decrease was ' the transfer of $1,780,000 to the Capital Improvement Fund to be designated for the replacement of fixed assets. The total fund balance of $2,598,631 indicates a strong financial position. It should be pointed out, however, that this represents working capital for general operations, which is used extensively during the first seven months of the year until current taxes and State aids are received. Enterprise Operations I The City's enterprise operations are comprised of water, sewer, and refuse utilities and municipal liquor operations. Total sales from the City's ' off -sale liquor locations amounted to $4,228,987 in 1990. This resulted in a total net operating income of $261,509, an increase of 14.3% over 1989. Liquor operations are expected to show growth and profitability in the future. I The Water and Refuse Utilities had operating incomes of $68,781 and $264,918, respectively, for the year. The Sewer Utility experienced an operating loss of $242,482 in 1990. The small gain experienced by the Water Utility and the loss experienced by the Sewer Utility can be attributed to increased operating costs and the fact that rates have not been increased since 1982. Refuse rates were increased in 1990 to keep pace with the increased landfill costs. During the year, the City Council designated funds from the Sewer and Water Utilities for capital equipment replacement and construction. Internal Service Funds The City maintains two Internal Service Funds — the Central Garage Fund and the Insurance Fund. The f 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. During the past five years, major capital improvements were undertaken for the Central Garage resulting in a deficit for the fund. During 1990, funds were transferred from the General Fund and Water and Sewer Utilities to fund this deficit. The Insurance Fund was established at a time when the City did not carry commercial liability insurance , to pay for any claims arising during that time period. The fund is currently maintained to fund deductible amounts and to pay any claims that may arise in the future that exceed the current coverage. , Agency Funds Agency Funds are used to account for assets held by the City in an agent capacity for individuals, private organizations, other governments, or other funds. The City has Agency Funds for deferred compensation, permit surcharge, escrow, and HRA deferred compensation. Cash Management , Cash temporarily idle during the year was invested in demand deposits, certificates of deposit, obligations of the U.S. Treasury, repurchase agreements, and commercial paper. The average yield on investments for the year was 7.81 %. The City's investment policy is to minimize credit and market risks while maintaining a competitive yield on its portfolio. Accordingly, deposits were either insured by federal depository insurance or collateralized. -6- �.aa - - i-- Debt Administration At December 31, 1990, the City had a number of debt issues outstanding. These issues included $15,004,721 of General Obligation Tax Increment Bonds and $1,460,000 of Permanent Improvement Special Assessment Debt with City commitment. The City issued $2,399,321 General Obligation Tax Increment Capital Appreciation Bonds of 1990 to fund a senior housing project. General Obligation Tax Increment Bonds of 1980 in the amount of $6,925,000 were called and refunded March 1, 1990 from an escrow account which included a call premium of $138,500. General Obligation Tax Increment Bonds of 1985 will be called in 1991 in the amount of $1,800,000 and will be paid from escrowed funds. Risk Management The City maintains commercial insurance coverage for liability, property, liquor liability, and workers' compensation. As previously stated, the City maintains an Internal Service Fund for insurance. The Insurance Fund maintains a reserved balance to provide funds if needed for excess claims or deductibles. This fund charges individual departments for allocation of premiums and for claims incurred. During 1990, the City had no significant claims and there were no significant claims pending at year -end. OTHER INFORMATION Independent Audit State Statutes require an annual audit by independent certified public accountants. The accounting firm of Malloy, Karnowski & Co., P.A. was selected by the City. In addition to meeting the requirements set forth in State Statutes, the audit was also designed to meet the requirements of the Federal Single Audit Act of 1984 and related OMB Circular A -128. The auditor's report on the general purpose financial statements and combining and individual fund and account group statements and schedules is included in the Financial Section of this report. Acknowledgements The preparation of the Comprehensive Annual Financial Report on a timely basis was made possible by the dedicated service of the entire staff of the Finance Department. Each member of the department has our sincere appreciation for the contributions made in the preparation of this report. In closing, without the leadership and support of the City Manager and City Council, preparation of this report would not have been possible. Sincerely, William J. Elrite Finance Director June V. Johnston Assistant Finance Director -7- CITY OF COLUMBIA HEIGHTS, MINNESOTA List of Principal Officials Year Ended December 31, 1990 CITY COUNCIL Edward M. Carlson, Mayor Gary L. Peterson Councilmember Bruce G. Nawrocki Councilmember Sean T. Clerkin Councilmember Robert W. Ruettimann Councilmember ACTING CITY MANAGER Stuart Anderson FINANCE DEPARTMENT William Elrite, Finance Director June Johnston, Assistant Finance Direcotor -8- CITY OF COLUMBIA HEIGHTS, MN ADMINISTRATIVE ORGANIZATION ELECTORS MAYOR COUNCIL MEMBERS POLICE \ REGULAR RESERVES CIVIL DEFENSE CITY FIRE LIBRARY REGULAR VOLUNTEERS RESERVES FINANCE GENERAL GOVERNMENT ACCOUNTING CITY CLERK ELECTIONS UTILITY BILLING COLLECTIONS LIQUOR NO I OFF SALE NO 3 OFF SALE COMMISSIONS AND BOARDS: HUMAN SERVICES HRA CABLE COMMUNICATIONS SCIENCE, TECH & ENERGY MERIT INSURANCE TRAFFIC RECREATION AND COMMUNITY SERVICES COMMISSION ADMINISTRATIVE LEGAL RECREATION SERVICES AND COMMUNITY SERVICES CABLE TV PARA TRANSIT INSPECTIONS LICENSES AND PERMITS PLANNING ASSESSING REFUSE RECYCLING CHARTER POLICE AND FIRE CIVIL SERVICE LIBRARY PLANNING AND ZONING RECREATION AND COMMUNITY SERVICES PARK Wo MALLOY KARNOWSKI &CO.,P.A. INDEPENDENT AUDITOR'S REPORT City Council and Residents City of Columbia Heights Columbia Heights, Minnesota PRINCIPALS KENNETH W. MALLOY, CPA THOMAS A. KARNOWSKI, CPA PAUL A. RADOSEVICH, CPA We have audited the general purpose financial statements of the City of Columbia Heights, Minnesota, as of and for the year ended December 31, 1990, as listed in the table of contents. These general purpose financial statements are the responsibility of the City's management. Our responsibility is to express an opinion on these general purpose financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall general purpose financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the general purpose financial statements referred to above present fairly, in all material respects, the financial position of the City of Columbia Heights, Minnesota, at December 31, 1990, and the results of its operations, changes in fund balance, and cash flows of the Proprietary Fund Types for the year then ended, in conformity with generally accepted accounting principles. Our audit was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The combining and individual fund statements as listed in the table of contents are presented for purposes of additional analysis and are not a required part of the general purpose financial statements. Such information has been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion, is fairly stated in all material respects in relation to the general purpose financial statements taken as a whole. -10- 410 PARK NATIONAL BANK BUILDING 5353 WAYZATA BOULEVARD MINNEAPOLIS, MINNESOTA 55416 TELEPHONE: 612 -545 -0424 TELEFAX: 612 -545 -0569 (continued) ' The financial schedules, supplemental information, and statistical information listed in the table of contents is not necessary for a fair presentation of the general purpose financial statements, but is ' presented as additional analytical data. This information is unaudited and we do not express an opinion on it. IMarch 27, 1991 -11- GENERAL PURPOSE FINANCIAL STATEMENTS These general purpose financial statements are part of the Comprehensive Annual Financial Report, 1 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." rIt is felt that these general purpose financial statements will be a benefit to users requiring less detailed information about our City's finances. �D W N 00 O yV�� O 4 IO N N r �O �+ �O r h M N r V eo eo %O 00 %0 �—p 9 O� �O lO vI .r .r 1O c? �D O N N 01 OMO h a O 00. 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N N 00 N O, b h e h 0 a PH N h h M y p O a °a WE y .0 W Q O M� W w O w O U U b rn 0 00 C �~ M bA U�C� �w.nW WA0 4 NEbGn C7 W o > o tv � o � U U NONkna�o00NON M �o �o N r+ 00 .-.4 -4 In 00 �o O��ocgIt - +00�o%n 00 M M l' — �-- C,4 � o � 3 %n0to -O 20 nl�co .-, oo �--� �--� O ��pp N N oo .- en 40+ U MM a 00 O_ �o %n N N N a> d cn N \0 004 t V1 ~ i9 00 00 en stn MN cd a 4 0000N� 00000 �r %n O^et tn 0 �0 y etooMNooM DO � N M i9 P w OH �w x �s1oo�0ooObVO�M � N %n 00 It N t- M oo .--�N t ^�G M e}'MInNMMMMO� en �+000N Mho . m .-� en t- M l- 1A M �-+ N (-MNr MMMNOO NehNr N %\0kn 00 �OV��D�OOOM�Ov�et N�it 00 a� N Vn \O w -- �O �o N 00 EN I tin N M , en , N S ONO (- In N to %0 00 \o �o MD K4 � N N � � O ell N h I u3� OEM aki 0 v� v t�cn�N Fi \o w 0 t� en ON �o OHO � fn 8 a�i 05 U 00 N oNO U I N a.o �RU C� A m w -14- N � � O ell N h 0,5o OEM 00 v� v t�cn�N o \o h t� en ON �o OHO � fn 8 O� M U 00 N � � O ell N h SE .5 m 0,5o OEM 00 v� v t�cn�N o \o h t� en ON �o ht- fn O� M U 00 N oNO U I N SE .5 m 0,5o OEM 00 v� v o _ h t� en ON �o ht- fn U U .-- en o m Ooo le m t- woo 'An tn rz� p I SE .5 m M M � M O0 m M �D 00 ( 00 eq 00 I M ° 00 �i MI .Nr lIy en 0S0 M t- b (-N 00 t- " .0, 1N iA w w U•00� 0 .,yaax w w 0 0 a3 0,5o v en o _ i v �o U U o m woo 0 M M � M O0 m M �D 00 ( 00 eq 00 I M ° 00 �i MI .Nr lIy en 0S0 M t- b (-N 00 t- " .0, 1N iA w w U•00� 0 .,yaax w w 0 0 a3 W Q O a O U w O U 0) C� b w � w U`�wa� y isa 0) W� �A y 0) apgc%i�+ o 0) 0) E y a� b b .a O U N Na . F -? � a9 ° F W W w[ H H u o M a S H � w w� H b n'�7NNM V 00 et N �O H N tf ��O NCO 'C b �O'•t N GAO H N OD r °� o0 00 V1 T M C N �v�bNO 000 Ci N w ° ���pp � eroO�NM�ppef �D N O N " �f M00 O � N O N O, � N M H o vi n0 `b' O. �O MO .•r � a rivio- �cNVOri eM.f ��NONONv'� 7 N N H m Aa3 O rte. m c�,l S6 0 yayC7rS.0 a w -15 w e 4 u w O w h Q t" 0 a a°�i C� C� Ci -. r N M M C� M� C4 0 Nit M 00 $ .ter �N v v 1p eD t� v^ OEM r VNO�NOr b M W) M M 00 — N Nti TAO O M �O N N r O �MM �Nhb H b .mow h M M M Q r N oo N v� a m 00 N eo N r v v eNO b en 00 vai ° O rn 00 N .--i ...i ...i Y1 00 P O 0 M hN (21, h b •-� ,D r 7 N 00 "M" rM00r v1�n N O\ O\ h O� 00 M �O h a � O all °,r �0 v'TT �O M v00M O, m 0A N S'O'N �O �O %O r �Dh�O hM O O N �n -•�D t?rM �� �O M �O a N vi b oo �O �O �v1r'+�OM N O\ e0 00 00 Nam :p .r-. � h r N N cn en It i 8 I C�1 M R r h pN NA:L V�iON O e��f NON v�1 .Mr v�j N oo t� a � 0000 .M 00 en M �O C rn en �+ N m Aa3 O rte. m c�,l S6 0 yayC7rS.0 a w -15 w e 4 u w O w h Q t" 0 a a°�i 'CITY OF COLUMBIA HEIGHTS, MINNESOTA Exhibit D Combined Statement of Revenue, Expenses, and Changes in Retained Earnings ' All Proprietary Fund Types Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) ' Operating revenue Charges for services Charges for sales Intergovernmental Total operating revenue Operating expenses Costs of sales, services, and goods sold Operating expense Depreciation Total operating expenses Operating income (loss) Nonoperating revenue (expense) Interest income Miscellaneous revenue Miscellaneous expense Total nonoperating revenue (expense) Income before operating transfers Operating transfers in Operating transfers (out) Net operating transfers Net income (loss) Credit for depreciation on contributed assets Retained earnings Beginning of year, as previously stated Adjustment for improvements Beginning of year, as restated Residual equity transfers End of year See notes to financial statements 4,943,151 242,602 Totals 3,193,194 1,757,433 43,614 (Memorandum Only) 2,798,725 Internal 26.748 211,204 Enterprise Service 1990 1989 $ 2,177,683 $ 205,835 $ 2,383,518 $ 2,818,363 4,956,618 55,406 5,012,024 3,695,249 103,465 - 103,465 42,146 7,237,766 261,241 7,49907 6,555,758 4,943,151 242,602 5,185,753 3,193,194 1,757,433 43,614 1,801,047 2,798,725 184.456 26.748 211,204 180.948 6,885,040 312,964 7,198,004 6,172,867 352,726 (51,723) 301,003 382,891 332,422 28,026 360,448 348,489 5,783 117,608 123,391 46,286 (2.655) - (2.655) (28.073) 335.550 145,634 481,184 366,702 688,276 93,911 782,187 749,593 2,955,000 145,000 3,100,000 - (4,258.860) (20.000) (4.278.860) (344,405) (1,303,860) 125,000 (1,178,860) (344,405) (615,584) 218,911 (396,673) 405,188 65,229 - 65,229 65,229 6,730,235 315,819 7,046,054 6,585,988 - 181,207 181,207 - 6,730,235 497,026 7,227,261 6,585,988 - 36,440 36,440 (10,351) $ 6,179,880 $ 752,377 $ 6,932,257 $ 7,046,054 -16- CITY OF COLUMBIA HEIGHTS, MINNESOTA Combined Statement of Cash Flows All Proprietary Fund Types Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) Cash flows from operating activities Cash received from customers Cash paid to suppliers for goods and services Cash payments to employees for services Miscellaneous revenue Miscellaneous expense Net cash provided by operating activities Cash flows from noncapital financing activities Exhibit E Totals (Memorandum Only) Internal Enterprise Service 1990 1989 $ 7,168,929 $ 260,429 $ 7,429,358 $ 6,470,998 (6,096,764) (191,070) (6,287,834) (5,446,789) (569,456) (107,352) (676,808) (637,618) 5,783 117,608 123,391 46,286 (2,655) - (2,655) (28,073) 505,837 79,615 585,452 404,804 Residual equity transfers in (out) - 36,440 36,440 (10,351) Operating transfers in from other funds - 125,000 125,000 - Operating transfers (out) to other funds (1,303,860) - (1,303,860) (344,405) Net cash provided (used) by noncapital financing activities (1,303,860) 161,440 (1,142,420) (354,756) Cash flows from capital and related financing activities Acquisition of fixed assets Disposition of fixed assets Capital contribution Net cash used by capital and related financing activities Cash flows from investing activities Net proceeds from sale of investments Interest earned on investments Net payments for investments Net cash provided by investing activities Net increase (decrease) in cash and cash equivalents Cash and cash equivalents (deficit) Beginning of year End of year See notes to financial statements (447,178) (131,600) (578,778) (382,475) 5,240 - 5,240 4,184 94,196 94,196 - (441,938) (37,404) (479,342) (378,291) 700,000 - 700,000 - 334,157 27,283 361,440 228,508 - - - (200,000) 1,034,157 27,283 1,061,440 28,508 (205,804) 230,934 25,130 (299,735) 361,942 (102,701) 259,241 558,976 $ 156,138 128,,233 $ 284,371 $ 259,241 -17- CITY OF COLUMBIA HEIGHTS, MINNESOTA Combined Statement of Cash Flows (continued) All Proprietary Fund Types Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) Reconciliation of operating income (loss) to net cash provided by operating activities Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided by operating activities Miscellaneous revenue Miscellaneous expense Depreciation expense Changes in assets and liabilities (Increase) in accounts receivable (Increase) in due from other governmental units (Increase) in inventory, at cost (Increase) in prepaid expenses Increase (decrease) in accounts payable Increase in accrued salaries and withholdings payable Increase (decrease) in due to other governmental units Total adjustments Net cash provided by operating activities See notes to financial statements Exhibit E I Totals (Memorandum Only) Internal Enterprise Service 1990 1989 $ 352,726 $ (51,723) $ 301,003 $ 382,891 5,783 117,608 123,391 46,286 (2,655) - (2,655) (28,073) 184,456 26,748 211,204 180,949 (39,535) (2,875) (42,410) (65,948) (29,302) - (29,302) (4,517) (16,122) (9,282) (25,404) (4,889) (734) (13,267) (14,001) (97,482) 28,662 12,334 40,996 (19,512) 5,176 72 5,248 16,212 17,382 - 17,382 (1,113) 153,111 131,338 284,449 21,913 $ 505,837 79 615 $ 585,452 $ 404,804 -18- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements December 31, 1990 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The City of Columbia Heights was incorporated in 1898. The City is governed by a Council composed of an elected mayor and four councilmembers. The Council exercises legislative authority and determines all matters of policy. The City Manager, who is appointed by the Council, is responsible for the proper administration of all affairs relating to the City. The financial reporting policies of the City conform to generally accepted accounting principles. The following is a summary of significant policies. A. Financial Reporting Entity In accordance with the Codification of Governmental Accounting and Reporting Standards, Section 2100, "Defining the Reporting Entity," for financial reporting purposes, the City's financial statements include all funds, account groups, departments, agencies, boards, commissions, and other organizations over which City officials exercise oversight responsibility. Oversight responsibility includes such aspects as appointment of governing body members, budget review, approval of property tax levies, outstanding debt secured by the City's full faith and credit or revenues, responsibility for funding deficits, and other. As a result of applying the criteria of Section 2100, certain organizations have been included or excluded from the City's financial statements as a component unit as follows: Included Entity Reason for Inclusion Housing and Redevelopment Authority (HRA) Excluded Entity Watershed Districts Rice Creek Six Cities Independent School District No. 13 The Mayor appoints the governing authority and the City exercises financial oversight. Reason for Exclusion The Watershed Districts are governed by their own elected authorities and are supported through their own tax levy authority granted by the Minnesota Statutes. School districts are totally independent of all other governing jurisdictions according to Minnesota Statutes. -19- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Excluded Entity Reason for Exclusion Police and Fire Department The Associations are funded in accordance with Relief Associations Minnesota Statutes, whereby State aids flow to the Associations; tax levies are determined by the Associations and are only reviewed by the City. The Associations may certify tax levies to the County directly if the City does not carry out this function. The Associations are, therefore, able to fund their programs independently of the City. The City has various citizen commissions and boards which act on a voluntary basis as advisors to the City Council on specific matters. The costs of these commissions and boards are limited to the administrative support which is funded by the City and included in this financial report. B. Basis of Presentation - Fund Accounting The accounts of the City of Columbia Heights 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, liabilities, fund equity, revenues, and expenditures. Government resources are allocated to and accounted for in individual funds based upon the purpose for which they are to be spent and the means by which spending activities are controlled. The various funds and account groups are grouped in this report into seven generic fund types, three broad fund categories, and two account groups. A description of the fund types and account groups used by the City follows. 1) Governmental Fund Types a) General Fund - The General Fund is the general operating fund of the City. It is used to account for all financial resources except those required to be accounted for in another fund. b) Special Revenue Funds - Special Revenue Funds are used to account for the proceeds of specific revenue sources (other than expendable trusts or major capital projects) that are legally restricted to expenditures for specified purposes. c) Debt Service Funds - Debt Service Funds are used to account for the accumulation of resources for, and the payment of all general long -term debt principal, interest, and related costs. -20- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) d) 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, other than those financed by Proprietary Funds. 2) Proprietary Fund Types a) Enterprise Funds - Enterprise Funds are used to account for operations that are financed and operated in a manner similar to private business enterprises — where the intent of the governing body is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges. b) Internal Service Funds - Internal Service Funds are used to account for the costs of providing goods or services to other departments or agencies of the City. Charges to other City departments are made to support these activities. 3) Fiduciary Fund Type a) Agency Funds - Agency Funds are used to account for assets held by the City as an agent for individuals, private organizations, other governments, or other funds. Agency Funds are custodial in nature (assets equal liabilities) and do not involve measurement of results of operations. 4) Account Groups a) General Fixed Assets Account Group - This account group is used to account for all of the fixed assets of the Governmental Fund Types. b) General Long -Term Debt Account Group - This account group is used to account for all of the City's long -term obligations, other than those liabilities of Proprietary Fund Types. C. Basis of Accounting Basis of accounting refers to the time at which revenues and expenditures are recognized in the accounts and reported in the financial statements, regardless of the measurement focus applied. All Governmental and Agency Funds are reported on the modified accrual basis of accounting. Generally, only current assets and current liabilities are included in these funds. Governmental Funds use the "financial flow" measurement focus. Consequently, their revenues are recognized when they become measurable and available as net current assets. Available means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. Revenue sources susceptible to accrual include property taxes, intergovernmental revenue, and interest earned on investments. -21- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Expenditures are recognized under the modified accrual basis of accounting when a liability is incurred, except for principal and interest on general long -term obligations which are recognized when due. Compensated absences are considered expenditures when paid to employees. Proprietary Funds are accounted for using the "capital maintenance" measurement focus and are reported on the accrual basis of accounting. Revenues are recognized when they are earned and expenses are recorded at the time liabilities are incurred. D. Budgetary Data The City Manager submits to the City Council a proposed operating budget for the fiscal year commencing on January 1 of the following year. At least one special Council meeting is conducted to obtain public comments as required by the State Truth in Taxation Law. The City Council annually adopts budgets prior to January 1 for the General, certain Special Revenue, and Debt Service Funds. The budgets are prepared by fund, function, and activity. The budgets are adopted on, a basis consistent with generally accepted accounting principles and all appropriations lapse at the end of the budget year to the extent that they have not been expended. Total expenditures appropriated in the budget resolution may not legally exceed the estimated revenues available from various sources; therefore, budgetary control is at the fund level. Formal budgetary integration is employed as a management control device during the year. Budget revisions are authorized by the City Council in accordance with the City Charter at the request of the City Manager. The City does not use encumbrance accounting. Amounts shown in the financial statements represent the original budgeted amounts and the following increases (decreases) in appropriations: General Fund $ 554,833 Special Revenue Funds State Aid Maintenance 66,787 Cable Television 18,704 Paratransit 898 Recreation 28,925 Capital Improvement Funds (254,687) Debt Service Funds 6,334,766 $ 6,750,226 -22- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) The City did not budget for all Special Revenue Funds or Debt Service Funds and, accordingly, the applicable columns of the Combined Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget and Actual excludes amounts relating to the unbudgeted funds. A reconciliation of actual results for budgeted and unbudgeted Special Revenue Funds and Debt Service Funds follows: Total Other Fund Balance Financing Residual Fund Balance December 31, Total Total Sources Equity December Fund 1989 Revenues Expenditures (Uses) Transfers 31, 1990 Special Revenue Funds Budgeted funds Unbudgeted funds Contributed Projects Special Projects Unbudgeted Housing and Redevelopment Authority Funds Total Special Revenue Funds Debt Service Funds Budgeted funds Unbudgeted funds 1990 Capital Appreciation Housing and Redevel- opment Authority Debt Service Total Debt Service Funds $ 460,800 $ 1,638,875 $ 1,569,358 $ 89,772 $ (29,292) $ 590,797 17,634 30,148 26,777 - 2,979 23,984 (8) 8,008 8,000 - - - 234,451 212,865 544,608 346,665 249,373 $ 712,877 S 1,889,896 S 2,148,743 $ 436,437 S CL6,313) $ 864,154 $ 12,665,931 $ 2,177,068 $ 2,357,819 $ (7,312,785) $ 3,307 $ 5,175,702 40,931 40,931 - - 83,733 70,650 (13,083) $ 12,665,931 $ 2,260,801 $ 2,469,400 $ (7,284,937) $ 3,307 $ 5,175,702 E. Assets, Liabilities, and Fund Equity Accounts 1) Assets ' a) Cash and Investments - Cash balances from all funds are combined and invested to the extent available in allowable investments. Investments are stated at cost which approximates market value. Earnings on investments are allocated to the individual funds on the basis of ' applicable cash balance participation by each fund using an average of monthly beginning cash and investment balances. Assets of the deferred compensation plans are held by trustees and are reported at market value in an Agency Fund. -23- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) b) Special Assessments Receivable - Special assessments represent the financing for public improvements paid for by benefitting property owners. These assessments are recorded as receivables upon certification of each project. The corresponding revenue from the delinquent (unremitted) and deferred (certified but not yet levied) special assessments receivable is deferred until the year it becomes available (collected within 60 days of year- end). c) Inventories - Inventories are valued at cost, which approximates market, using the first -in, first -out basis. d) Fixed Assets 1) General Fixed Assets Account Group - All purchased fixed assets are valued at historical cost or estimated historical cost. The costs of property, plant, and equipment are accounted for as current expenditures of the Governmental Fund Types in the year purchased. The City has elected not to record infrastructure fixed assets in its accounting records. No depreciation has been provided on general fixed assets. 2) Proprietary Fund Types - Fixed assets of the Proprietary Funds are stated at cost, estimated cost, or in the case of contributions, at fair market value at the time received. Depreciation has been provided using the straight -line method over the estimated useful lives of assets as follows: Buildings 40 -50 years Machinery and equipment 3 -20 years Improvements 5 -20 years Distribution system 50 -100 years Depreciation on contributed assets charged to operations is closed to the contributed equity account. 2) Liabilities 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. -24- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) The liability for the vested portion of accumulated vacation and sick leave is recorded in the General Long -Term Debt Account Group. No expenditure is reported for these amounts. Vested or accumulated vacation leave of Proprietary Funds is recorded as an expense and liability of those funds as the benefits accrue to employees. No liability is recorded for nonvesting accumulating rights to receive sick pay benefits. However, a liability is recognized for that portion of accumulating sick leave benefits that it is estimated will be taken as "terminal leave" prior to retirement. 3) Fund Equity Fund Equity is divided into sections: Investment in general fixed assets represents the City's equity in general fixed assets. Contributed capital is recorded in Proprietary Funds that have received capital grants or contributions from developers, customers, or other funds. Fund balance accounts are subdivided: Reserved fund balance accounts indicate that portion of fund equity which has been legally segregated for specific purposes or is not appropriable for expenditures. Unreserved designated fund balance accounts indicate that portion of fund equity that the City has set aside for planned future projects. Unreserved undesignated fund balance accounts indicate that portion of fund equity which is available for budgeting and expending in future periods. F. Revenues and Expenditures 1) Revenues a) Property Taxes - Property tax levies are set by the City Council and certified to Anoka County for collection the following year. In Minnesota, counties act as collection agents for all property taxes. The County spreads the levies over all taxable property in the City. Such taxes become receivables of the City and attach an enforceable lien on taxable property within the City as of January 1. -25- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) Property taxes are payable in equal installments by property owners to the County as follows: Personal Property - February 28 and June 30 Real Property - May 15 and October 15 The County remits the collections to the City and other taxing districts four times a year, on or before January 25, April 19, July 5, and December 4. Unpaid taxes at December 31 become delinquent and are classified in the financial statements as delinquent taxes receivable. Property taxes are recognized as revenue to the extent collected in the current period. Portions paid by the State in the form of State paid tax credits are included in intergovern- mental revenues. That portion of property taxes receivable but not available (not collected within 60 days of year -end) is recorded as deferred revenue and will be recognized as revenue in the fiscal year that it becomes available. The City's property tax levies are subject to certain maximum levels set by the State of Minnesota under statutory formulas. The City has not exceeded such levy limits. b) Intergovernmental Revenues - Intergovernmental revenues are reported using the guidelines of legal and contractual requirements of the individual programs. c) Other Revenues - Other revenues, such as licenses and permits, fees for services, fines and forfeits, and miscellaneous revenue, are recognized when received in cash because they generally are not measurable until received. Investment income is recognized as earned since it is measurable and available. 2) Expenditures Expenditure recognition for Governmental Fund Types includes only amounts represented by current liabilities. G. Total Columns on Combined Statements Total columns on the combined statements are captioned "Totals (Memorandum Only)" to indicate that they are presented only to facilitate financial analysis. Data in these columns does not present financial position or results of operations in conformity with generally accepted accounting principles nor is such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of these data. -26- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED) H. Comparative Data Comparative total data for the prior year has been presented in the accompanying financial statements to provide an understanding of changes in the City's financial position and operations. Selected amounts in the 1989 financial statements have been reclassified to conform with the 1990 classification. In addition, beginning retained earnings in the Central Garage Internal Service Fund was adjusted for the cost of improvements not previously capitalized in the prior year. Comparative data for each fund type has not been presented in the combined statements since their inclusion could make the statements unduly complex and difficult to read. W I. Statement of Cash Flows For purposes of the Statement of Cash Flows, the City considers all highly liquid debt instruments with a maturity of three months or less to be cash equivalents. A portion of the Proprietary Funds' equity in the City -wide cash and investment management pool is considered to be cash equivalents. NOTE 2 - CASH AND INVESTMENTS The City maintains a cash and investment pool that is available for use by all funds. Each fund type's portion of this pool is displayed on the combined balance sheet as "Total Cash and Investments." An ' indication of the level of risk assumed by the City at year -end is categorized as follows for the City's cash and investments. A. Deposits In accordance with applicable Minnesota Statutes, the City maintains deposits at depository banks ' authorized by the City Council. Minnesota Statutes require that all deposits be protected by insurance, surety bond, or collateral. The market value of collateral pledged must equal 110% of the deposits not covered by insurance or bonds t(140% in the case of mortgage - backed collateral). Authorized collateral includes the legal investments described below as well as certain first mortgage notes and certain other State or local government obligations. Minnesota Statutes require that securities pledged as collateral be held in safekeeping by the City or in a financial institution other than that furnishing the collateral. -27- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 2 - CASH AND INVESTMENTS (CONTINUED) Deposits at December 31, 1990 are as follows: City bank deposits (checking accounts, savings accounts, certificates of deposit) HRA bank deposits (checking accounts, savings accounts, certificates of deposit) Bank Carrying Balance Amount $ 7,861,438 $ 7,204,292 500,758 514,438 $ 8,362,196 $ 7,718,730 At December 31, 1990, all City deposits were insured or collateralized by securities held by the City's agent in the City's name, and all HRA deposits were insured or collateralized by securities held by the HRA's agent in the HRA's name. B. Cash on Hand Cash in the possession of the City and HRA, consisting of petty cash and change funds, at year -end was as follows: City cash on hand $ 5,300 HRA cash on hand 50 5,350 C. Investments The City may also invest idle funds as authorized by Minnesota Statutes as follows: direct obligations or obligations guaranteed by the United States or its agencies; shares of investment companies registered under the Federal Investment Company Act of 1940 and whose only investments are in securities described above; general obligations of the State of Minnesota or any of its municipalities; bankers' acceptances of United States' banks eligible for purchase by the Federal Reserve System; commercial paper issued by United States' corporations or their Canadian subsidiaries, of the highest quality, and maturing in 270 days or less; repurchase or reverse purchase agreements with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000, a primary reporting dealer in U.S. government securities to the Federal Reserve Bank of New York, or certain Minnesota securities broker - dealers; and futures contracts sold under authority of Minnesota Statutes Section 471.56, Subdivision 5. -28- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 2 - CASH AND INVESTMENTS (CONTINUED) The City's investments are categorized below to give an indication of the level of risk assumed at year- end. Category 1 includes investments that are insured or registered or for which the securities are held by the City or its agent in the City's name. Category 2 includes uninsured and unregistered investments for which the securities are held by the counterparty's trust department or agent in the City's name. Category 3 includes uninsured and unregistered investments for which the securities are held by the counterparty or by its trust department or agent but not in the City's name. Cash and investment balances at December 31, 1990 are as follows: Credit Risk Category Carrying Market 1 2 3 Value Value U.S. Government Securities $ 7,878,871 $ - $ - $ 7,878,871 $ 7,888,360 Deposits 7,718,730 Cash on Hand 5,350 Total Cash and Investments $ 15,602,951 Assets Held by Deferred Compensation Trustee $ 846,114 $ 846,114 NOTE 3 - LEGAL COMPLIANCEIBUDGETS Total actual expenditures exceeded budgeted expenditures (appropriations) in the following funds: Special Revenue Funds Recreation and Community Services Youth Athletics Trips and Outings Senior Citizens Adventure Club Housing and Redevelopment Authority Low Income Housing Debt Service Funds Special Assessment Refunding Bonds of 1987 Tax Increment Bonds of 1980 K2 $ 733 5,877 418 689 7,881 3,807 96,026 CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 4 - INTERGOVERNMENTAL RECEIVABLES Intergovernmental receivables at December 31, 1990 presented as due from other governmental units are composed of the following: General Fund Hennepin County $ 3,856 Anoka County 25,502 City of Hilltop 68.473 Total General Fund 97,831 Special Revenue Funds City Municipal State -Aid - State of Minnesota 149,176 Cable Television - City of Hilltop 2,944 Paratransit - City of Hilltop 260 Early Childhood Family Education - Independent School District No. 13 106,369 Adult Basic Continuing Education - Independent School District No. 13 1,040 Total City 259,789 HRA Metropolitan Council 10,029 Anoka County CDBG 48,785 Total HRA 58,814 Total Special Revenue Funds 318,603 Enterprise Funds Sewer - M.W.C.C. 209,720 Refuse - Anoka County 63,495 Liquor - State of Minnesota 204 Total Enterprise Funds 273,419 $ 689,853 A. Proprietary Funds Contract Receivable and Deferred Receivable 1) 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. 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 billings from M.W.C.C. over a 30 -year period with interest at 4%. Mill CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 4 - INTERGOVERNMENTAL RECEIVABLES (CONTINUED) As of December 31, 1990, a balance of $180,644 remained to be collected over the next twelve years, of which $15,046 is considered a current asset and $165,598 is a long -term asset. In addition, the City had a receivable in the amount of $21,800 from M.W.C.C. at December 31, 1990 under the terms of a Joint Use Rental Agreement related to interceptor maintenance. These receivables are presented as Due From Other Governmental Units in the Sewer Utility Fund. 2) 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 M.W.C.C. at December 31, 1990 was $7,276 and is collectible over the next six years. NOTE 5 - LOANS RECEIVABLE Loans receivable for the Housing and Redevelopment Authority Special Revenue Fund consists of the following: Home Improvement Loans Mortgage Loans Anoka County Community Action Program (ACCAP) Loans HRA Downtown General Development All Funds Fund Fund Total $ 30,927 $ - $ 30,927 71,022 138,198 209,220 183,659 183,659 285,608 138,198 423,806 Home improvement and mortgage loans receivable are low interest loans made to qualified homeowners. A home improvement loan approved by the HRA in 1987 and subsequently sold to Minnesota Housing Finance Agency (MHFA) was repurchased in February 1991 by the HRA for $7,593 at the request of MHFA. Monthly payments of principal and interest on one mortgage totaling $59,493 at December 31, 1990, in the Downtown Development Fund are remitted to the City of Columbia Heights for repayment of funds expended to purchase such property. On another mortgage in the Downtown Development Fund, totaling $61,528 at December 31, 1990, the HRA will retain monthly principal and interest payments received before May 1992; thereafter payments will be remitted to the City of Columbia Heights. -31- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 5 - LOANS RECEIVABLE (CONTINUED) The HRA loaned $165,000 to ACCAP under the terms of a promissory note dated December 8, 1989, for the rehabilitation of housing units. This note bears interest at 8 % and requires monthly payments of principal and interest in the amount of $1,211 beginning in February 1990 and ending in January 2000 when the outstanding principal and accrued interest balance is due in full. An additional $20,000 was loaned to ACCAP under the terms of a separate construction promissory note dated December 8, 1989. This note bears interest at 8% and requires monthly payments of interest only beginning January 1990 until July 1990. At that time monthly payments of principal and interest (sufficient to repay the debt in full by December 2019) must be paid until January 1999, when the remaining principal and accrued interest balance is due in full. The HRA, at its sole discretion, may extend the balance of both of these ACCAP loans for up to an additional ten years beyond their initial due dates. In 1990, the HRA loaned $18,550 to the City of Columbia Heights to finance a portion of the purchase price of a house. The City leases out this property and requires that the $375 paid per month be remitted to the HRA to cover the monthly mortgage payment and to fund an escrow account. The mortgage bears interest at 10% and requires monthly payments of principal and interest in the amount of $188 until June 1993 when the outstanding principal and accrued interest balance is due in full. NOTE 6 - INTERFUND RECEIVABLES AND PAYABLES Individual fund interfund receivables and payables at December 31, 1990 consist of the following: 638,515 $ 638,515 -32- Interfund Interfund Receivables Payables General Fund $ 9,406 $ 3,911 Special Revenue Funds Municipal State Aid - 102,941 Cable Television 164,100 - Paratransit 23,186 - Contributed Pro'ects 20,550 Early Child-ho( and Family Education (ECFE) - 103,855 Adult Basic and Continuing Education (ABCE) - 1,040 Housing and Redevelopment Authority General 29,748 57,468 Downtown Development 281,294 28,192 Low Income Housing 4,321 3,114 Anoka County Community Development Block Grant Total Special Revenue Funds 24.595 547,794 24 896 21,50 Capital Project Funds Capital Improvement - 81,315 Senior Housing - 231,783 Capital Improvement Replacement Total Capital Project Funds 81 315 1, 15 - $ 638,515 $ 638,515 -32- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 7 - INTERFUND TRANSFERS Operating Transfers From To Amount Purpose General Capital Improvement Parks $ 329,928 Park Improvements General Huset Park Hazardous Cleanup 5,000 Hazardous Waste Investigation General Recreation 89,966 Joint Powers General Traveling Athletics 4,042 Joint Powers General Senior Citizens 37,206 Joint Powers General Paratransit 5,000 Fund City Portion Expense General Youth Athletics 1,270 Joint Powers General Capital Improvement Replacement 1,780,000 Replacement Fixed Assets General Central Garage 41,666 Fund Deficit General Capital Improvement 186,641 Close Projects Central Garage Capital Equipment Replace- ment Account 20,000 Garage Building Improvements Tax Increment Bonds of 1980 Tax Increment Bonds of 1984 172,117 Debt Service Tax Increment Bonds of 1980 Tax Increment Bonds of 1985 213,496 Debt Service Tax Increment Bonds of 1980 Tax Increment Bonds 1987A 93,136 Debt Service Tax Increment Bonds of 1980 Tax Increment Bonds of 1987 97,992 Debt Service Special Assessment Refunding Bonds of 1987 Capital Improvement 342,122 Close Projects Water Utility Capital Improvement 7,337 Close Projects Water Utility Water Capital Equipment Replacement Account 120,000 Replacement Fixed Assets Water Utility Water Capital Construc- tion Account 600,000 Infrastructure Replacement Sewer Utility Capital Improvement 7,207 Close Projects Sewer Utility Sewer Capital Equipment Replacement Account 235,000 Replacement Fixed Assets Sewer Utility Sewer Capital Construc- tion Account 2,000,000 Infrastructure Replacement Special Assessment Refunding General 450663 Administrative Labor Bonds of 1987 Cable T.V. General 41,432 Administrative Labor Paratransit General 6,280 Administrative Labor Liquor General 71,277 Administrative Labor Water Utility General 36,153 Administrative Labor Refuse Utility General 62,399 Administrative Labor Liquor Capital Improvement Replacement 1,000,000 Replacement Fixed Assets Sewer Utility General 36,153 Administrative Labor Tax Increment Bonds of 1987A Tax Increment Funds of 1980 7,063,500 Call Bonds Capital Appreciation Senior Housing 2,306,064 Senior Housing Project Bonds of 1990 Capital Appreciation HRA Downtown Bonds of 1990 Development 29,812 Debt Service HRA Debt Service Capital Appreciation Bonds of 1990 13,083 Debt Service Senior Housing HRA Downtown Development 316,853 Senior Housing Project Water Utility Central Garage 41,667 Fund Deficit Sewer Utility Central Garage 41,667 Fund Deficit Total Operating Transfers $ 17,501,129 -33- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 7 - INTERFUND TRANSFERS (CONTINUED) Residual Equity Transfers From To Amount Purpose Murzyn Hall Renovation General $ 16,336 Residual Equity Recreation and Community Services General 3,316 Residual Equity Youth Athletics General 7,885 Residual Equity Traveling Athletics General 2,198 Residual Equity Trips and Outings Contributed Projects 2,979 Residual Equity Senior Citizens General 5,311 Residual Equity Adult Athletics General 7,603 Residual Equity Capital Improvement Capital Improvement Project 81,369 Residual Equity Columbia Park Clinic Debt Service 3,034 Residual Equity Sullivan Lake Development Debt Service 273 Residual Equity Capital Improvement Government Building Central Garage 36,440 Residual Equity Total Residual Equity Transfers 166,744 -34- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 8 - FIXED ASSETS The following is a summary of changes in the General Fixed Assets Account Group during the fiscal year: -35- Balance Balance January 1, December 31, City 1990 Additions Retirements 1990 Land $ 3,131,134 $ - $ - $ 3,131,134 Buildings 2,878,246 124,297 - 3,002,543 Improvements other than buildings 795,536 419,125 - 1,214,661 Machinery and equipment 1,971,235 385,133 24,917 2,331,451 Furniture, fixtures, and office equipment 1,157,810 249,410 3,251 1,403,969 Construction in process 959,317 4,622 - 963,939 Total City 10,893,278 1,182,587 28,168 12,047,697 HRA Land 69,688 - - 69,688 Buildings 2,280,819 - - 2,280,819 Furniture, fixtures, and office equipment 281,659 35,737 20,929 296,467 Construction in process - 327,050 - 327,050 Total HRA 2,632,166 362,787 20,929 2,974,024 Total General Fixed Assets $ 13,525,444 $ 1,545,374 49,097 $ 15,021,721 -35- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 8 - FIXED ASSETS (CONTINUED) The following is a summary of Proprietary Fund Type fixed assets at December 31, 1990: NOTE 9 - OPERATING LEASES The City has leased premises for a liquor store under a five -year lease agreement that originally expired in 1989. This lease has been renewed for two years ending December 31, 1991, and contains one three -year renewal option. This lease is considered for accounting purposes to be an operating lease. Lease expenditures for the year ended December 31, 1990 amounted to $70,842. NOTE 10 - LONG -TERM DEBT General Obligation Bonds - The City issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. In addition, general obligation bonds have been issued to refund general obligation tax increment and general obligation special assessment bonds. -36- Water Sewer Total Internal Total Utility Utility Refuse Liquor Enterprise Service Proprietary Land $ 45,223 $ 36,586 $ - $ 13,051 $ 94,860 $ - $ 94,860 Buildings 233,236 45,690 - 183,522 462,448 306,529 768,977 Improvements other than buildings 2,566,779 2,976,139 2,890 99,369 5,645,177 97,226 5,742,403 Machinery and equipment 166,857 293,934 175 144,774 605,740 81,624 687,364 Furniture, fixtures, and office equipment 46,372 47,093 440 23,732 117,637 13,545 131,182 3,058,467 3,399,442 3,505 464,448 6,925,862 498,924 7,424,786 Less accumulated depreciation 1,412,082 1,684,693 1,108 212,888 3,310,771 124,079 3,434,850 Net fixed assets $ 1,646,385 $ 1,714,749 2 397 $ 251,560 J_2&1&091 $ 374,845 $ 3,989.936 NOTE 9 - OPERATING LEASES The City has leased premises for a liquor store under a five -year lease agreement that originally expired in 1989. This lease has been renewed for two years ending December 31, 1991, and contains one three -year renewal option. This lease is considered for accounting purposes to be an operating lease. Lease expenditures for the year ended December 31, 1990 amounted to $70,842. NOTE 10 - LONG -TERM DEBT General Obligation Bonds - The City issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. In addition, general obligation bonds have been issued to refund general obligation tax increment and general obligation special assessment bonds. -36- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 10 - LONGTERM DEBT (CONTINUED) General obligation bonds are direct obligations and are backed by the full faith and credit of the City. General obligation bonds currently outstanding are as follows: Special Assessment Bonds General Government Permanent Improvement Refunding Bonds of 1987 Tax Increment Bonds General Government Tax Increment Bonds of 1984 General Government Tax Increment Bonds of 1985 General Government Tax Increment Refunding Bonds of 1987, Series A General Government Tax Increment Taxable Bonds of 1987 General Obligation Tax Increment Capital Appreciation Bonds Final Original Interest Issue Maturity Balance Issue Rate Date Date End of Year $ 2,230,000 5.50 -5.60% 6/01/87 3/01/95 $ 1,460,000 1,070,000 8.50 -9.40 6/01/84 3/01/94 565,000 2,100,000 7.20 -9.00 9/01/85 3/01/02 1,850,000 9,090,000 5.75 -7.50 6/01/87 3/01/02 9,090,000 1,100,000 8.40 -9.10 8/01/87 2/01/97 1,100,000 of 1990 2,399,721 6.90 -7.15 8/23/90 9/01/09 2,399,721 $ 16,464,721 Annual debt service requirements to maturity for general obligation bonds including interest of $9,169,511, are as follows: Fiscal Year Ending December 31 Total 1991 $ 3,800,544 1992 1,932,500 1993 1,915,830 1994 1,892,018 1995 1,810,160 Thereafter 14,283,180 $ 25,634,232 -37- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 10 - LONGTERM DEBT (CONTINUED) These figures include a refunding payment of $1,800,000 in 1991 for Tax Increment Bonds of 1985 to be paid in full from an escrow account managed by Norwest Bank Trust Services. Until the crossover refunding date, interest payments for Tax Increment Refunding Bonds of 1987 will be partially paid from interest income generated by the escrow account. At December 31, 1990, a total of $5,175,702 is available in Debt Service Funds to service the general obligation special assessment and tax increment bonds. There are a number of limitations and instructions contained in the various bond indentures. The City is in compliance with all significant limitations and restrictions. The tax increment bonds are payable from the amount of increase in the property taxes on the property in the Tax Increment District. The special assessment bonds are payable primarily from special assessments levied on the properties benefitting from the improvements. Any deficiencies in revenue from these sources will be provided by general property taxes. Liability for Compensated Absences - Upon leaving City employment in good standing, employees shall receive payment based on their most recent level for all vacation leave earned but not taken and for one -third of earned but unused sick leave. The liability represents vested benefits earned by governmental fund employees through the end of the year which will be paid or used in future periods. Long -Term Debt - Other - The City is the administering authority for the following tax increment finance districts: A. 1977 Downtown CBD Revitalization Plan A3 Type of District Authorizing Law Duration of District Original Tax Capacity Current Tax Capacity (for taxes collectible in 1990) Captured Tax Capacity Retained Bonds Issued Principal Payments Bonds Outstanding at December 31, 1990 -38- Redevelopment HRA (Minnesota Statutes Sections 462.545 and 462.585) August 1, 2009 $ 118,634 $ 1,285,971 $ 1,167,337 $21,764,721 $ 8,425,000 $13,339,721 CITY OF COLUMBIA HEIGHTS, MINNESOTA I Notes to Financial Statements (continued) December 31, 1990 NOTE 10 - LONGTERM DEBT (CONTINUED) ' B. 1984 Modification to the Downtown CBD Revitalization Plan C7 Type of District Authorizing Law Duration of District ' Original Tax Capacity Current Tax Capacity (for taxes collectible in 1990) Captured Tax Capacity Retained ' Bonds Issued Principal Payments Bonds Outstanding at December 31, 1990 C. 1984 University Avenue Redevelopment C8 t Type of District Authorizing Law ' Duration of District Original Tax Capacity Current Tax Capacity (for taxes collectible in 1990) ' Captured Tax Capacity Retained Bonds Issued Principal Payments ' Bonds Outstanding at December 31, 1990 D. 1987 Sullivan Lake Development M Type of District Authorizing Law Duration of District Original Tax Capacity Current Tax Capacity (for taxes collectible in 1990) Captured Tax Capacity Retained Bonds Issued Principal Payments Bonds Outstanding at December 31, 1990 -39- Redevelopment HRA (Minnesota Statutes Sections 462.545 and 462.585) August 1, 2009 $ 37,928 $ 82,204 $ 44,276 Redevelopment HRA (Minnesota Statutes Sections 462.545 and 462.585) August 1, 2009 $ 25,176 $ 150,628 $ 125,452 $ 1,070,000 $ 505,000 $ 565,000 Redevelopment HRA (Minnesota Statutes Sections 462.545 and 462.585) August 1, 2009 $ 37,825 $ 85,521 $ 47,696 $ 1,100,000 $ 1,100,000 CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 10 - LONGTERM DEBT (CONTINUED) E. 1989 Multi -Use Redevelopment Plan K2 Type of District Authorizing Law Duration of District Original Tax Capacity Current Tax Capacity (for taxes collectible in 1990) Captured Tax Capacity Retained Bonds Issued Principal Payments Bonds Outstanding at December 31, 1990 Redevelopment HRA (Minnesota Statutes Sections 469.001 to 469.047 and 469.714 to 469.178) October 4, 2014 $249,832 $223,069 Changes in Long -Term Liabilities - During the year ended December 31, 1990 the following changes occurred in liabilities reported in the General Long -Term Debt Account Group: HRA Note payable ( #105 -902) to U.S. Department of Housing and Urban Development; there is no stated due date; interest accrued as of December 31, 1990 totals $57,713 Tax Increment Revenue Bonds Liability for compen- sated absences Total HRA Total General Long -Term Debt 125,905 - - 125,905 - 2,400,000 2,400,000 - 4,937 3,902 - 8,839 130,842 2,403,902 2,400,000 134.744 1 22,212,946 $ 4,822,173 $ 10,123,426 $ 16,911,693 ff In Balance Balance City January 1 Additions Reductions December 31 Note payable to HRA $ - $ 18,550 $ 1,373 $ 17,177 General Obligation Tax Increment Bonds 20,045,000 2,399,721 7,440,000 15,004,721 General Obligation Special Assessment Bonds 1,725,000 - 265,000 1,460,000 Liability for compen- sated absences 312,104 - 17,053 295,051 Total City 22,082,104 2,418,271 7,723,426 16,776,949 HRA Note payable ( #105 -902) to U.S. Department of Housing and Urban Development; there is no stated due date; interest accrued as of December 31, 1990 totals $57,713 Tax Increment Revenue Bonds Liability for compen- sated absences Total HRA Total General Long -Term Debt 125,905 - - 125,905 - 2,400,000 2,400,000 - 4,937 3,902 - 8,839 130,842 2,403,902 2,400,000 134.744 1 22,212,946 $ 4,822,173 $ 10,123,426 $ 16,911,693 ff In CITY OF COLUMBIA HEIGHTS, MINNESOTA ' Notes to Financial Statements (continued) December 31, 1990 NOTE 10 - LONGTERM DEBT (CONTINUED) In 1987, the City issued $9,090,000 of General Obligation Tax Increment Refunding Bonds to advance refund $6,925,000 of the City's General Obligation Tax Increment Bonds of 1990 and $1,800,000 of the ' City's General Obligation Tax Increment Bonds of 1985. Pending the call of bonds to be refunded, the proceeds were deposited in an escrow account. In 1990, bonds of the 1980 issue maturing on or after March 1, 1991 in the amount of $6,925,000 were redeemed with funds held in escrow. In addition, ' bonds of the 1985 issue maturing on or after March 1, 1992 in the amount of $1,800,000 will be redeemed in 1991 with remaining funds held in escrow. In March 1990, the HRA issued $2,400,000 Tax Increment Revenue Bonds, Series 1990, bearing interest at 6.750, with a nominal maturity date of September 1, 2009, subject to early redemption. The bonds were redeemed on September 4, 1990, prior to incurring any construction costs on the Parkview Villa South project. On September 4, 1990, the City of Columbia Heights issued $2,399,721 General ' Obligation Capital Appreciation Bonds, Series 1990. The proceeds of the City's bond issue will be used to finance the construction of Parkview Villa South. ' In connection with this construction project, contract commitments of approximately $1,522,000 exist at December 31, 1990. NOTE 11 - FUND EQUITY ' The following fund had a fund deficit as of December 31, 1990: Fund ' Deficit Capital Project Funds ' Capital Improvement Fund 401 $ 105,767 The City will finance this deficit through external or internal sources in future years. For various reasons, certain funds have a portion of their fund equity reserved or designated for specific purposes. A discussion of each such item as it appears on the Combined Balance Sheet follows: ' A. Reservation of Retained Earnings Reserve for Insurance - This reserve in the Insurance Internal Service Fund represents funds set aside to pay any claims from the period during which the City had no commercial insurance, and funds set aside to pay any amounts that may arise from a claim that exceeded the limits of current commercial policies. ' Reserve for Capital Replacement /Construction - This reserve in the Water and Sewer Enterprise Funds and the Central Garage Internal Service Fund represents funds set aside to pay for appropriate future capital replacement /construction projects. 1 -41- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 11 - FUND EQUITY (CONTINUED) B. Reservation of Fund Balances Reserve for Community Development - This reserve in the Housing and Redevelopment Authority's General Fund represents available resources dedicated to community development activities by prior community development grants. C. Designated Unreserved Fund Balances Designated for Debt Service - These amounts represent fund balances which are presently committed to provide financial resources to pay principal and interest on the City's general obligation bonds. Designated for Subsequent Years' Expenditures - Unspent appropriations lapse at year -end. Amounts which are reappropriated in the next year's budget are reported as fund equity designations. Designated for Working Capital - This amount represents funds set aside by the City to provide positive cash flow for the next fiscal year. NOTE 12 - SEGMENT INFORMATION - ENTERPRISE FUNDS The City maintains four Enterprise Funds which are intended to be self - supporting. Financial segment information as of and for the year ended December 31, 1990 is presented below: Net cash provided (used) by operating activities Total assets Total equity - contributed Total equity - retained earnings $ 178,577 $ Water $ Sewer 308,206 $ Refuse Liquor $ Total Operating revenues $ 756,575 $ 692,697 $ 1,559,507 $ 4,228,987 $ 7,237,766 Depreciation expense $ 62,779 $ 90,035 $ 351 $ 31,291 $ 184,456 Operating income (loss) $ 68,781 $ 242,482 208,888 $ 264,918 $ 261,509 $ 352,726 Net income (loss) $ 33,027 $ 138,730) $ $ (718,769) $ (615,584) Operating transfers (out) $ (85,157) $ (85,027) $ (62,399) $ (1,071,277) $ (1,303,860) Property, plant, and equipment Additions $ 86,493 $ 357,615 $ - $ 3,070 $ 447,178 Net working capital $ 805,160 $ 2,258,954 $ 396,149 $ 625,990 $ 4,086,253 Net cash provided (used) by operating activities Total assets Total equity - contributed Total equity - retained earnings $ 178,577 $ (46,400) $ 65,454 $ 308,206 $ 505,837 $ 2,532,508 $ 4,195,591 $ 398,722 $ 1,074,388 $ 8,201,209 $ 909,396 $ 784,942 $ - $ - $ 1,694,338 $ 1,542,149 $ 3,361,635 $ 398,546 $ 877,550 $ 6,179,880 -42- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 13 - PROPRIETARY FUNDS' CONTRIBUTED CAPITAL This balance represents the cost of property contributed to the Enterprise Funds and Internal Service Funds by the City, less depreciation thereon charged to operations. Changes occurring in the account during the year were as follows: Balance - beginning of year Add government general fixed assets contributed Less depreciation on contributed assets Balance - end of year Water Sewer Central Utility Utility Garage Total $ 935,690 $ 823,877 $ 94,653 $ 1,854,220 - - 94,196 94,196 (26,294) (38,935) - (65,229) $ 909,396 $ 784,942 $ 188,849 $ 1,883,187 NOTE 14 - DEFINED BENEFIT PENSION PLANS - STATEWIDE A. Plan Description All full -time and certain part-time employees of the City of Columbia Heights are covered by defined benefit pension plans administered by the Public Employees' Retirement Association of Minnesota (PERA). PERA administers the Public Employees' Retirement Fund (PERF) and the Public Employees' Police and Fire Fund ( PEPFF) which are cost- sharing multiple - employer retirement plans. PERF members belong to either the Coordinated Plan or the Basic Plan. Coordinated members are covered by Social Security and Basic members are not. All new members must participate in the Coordinated Plan. All police officers, fire fighters and peace officers who qualify for membership by Statute are covered by the PEPFF. The payroll for employees covered by PERF and PEPFF for the year ended December 31, 1990 was $2,509,381 and $938,357, respectively; the City's total payroll was $4,233,312. PERA provides retirement benefits as well as disability benefits to members, and benefits to survivors upon death of eligible members. Benefits are established by State Statute and vest after three years of credited service. The defined retirement benefits are based on a member's average salary for any five successive years of 'allowable service, age, and years of credit at termination of service. Two methods are used to compute benefits for Coordinated and Basic members. The retiring member receives the higher of step -rate benefit accrual formula (Method 1) or a level accrual formula (Method 2). Under Method 1, the annuity accrual rate for a Basic member is 2% of the average salary for each of the first ten years of service and 2.5% for each remaining year. For a Coordinated member, the annuity accrual rate is I% of the average salary for each of the first ten years and 1.5 % for each remaining year. Using Method 2, the annuity accrual rate is 2.5% of the average salary for Basic members and 1.5% for Coordinated members. For PEPFF members, the annuity accrual rate is 2.5% for each year of service. For PERF members whose annuity is calculated using Method 1, and for all PEPFF members, a full annuity is available when age plus years of service equal 90. -43- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 14 - DEFINED BENEFIT PENSION PLANS - STATEWIDE (CONTINUED) There are different types of annuities available to members upon retirement. A normal annuity is a lifetime annuity that ceases upon the death of the retiree. No survivor annuity is payable. There are also various types of joint and survivor annuity options available which will reduce the monthly normal annuity amount, because the annuity is payable over joint lives. Members may also leave their contributions in the fund upon termination of public service, in order to qualify for a deferred annuity at retirement age. Refunds of contributions are available at any time to members who leave public service, but before retirement benefits begin. B. Contributions Required and Contributions Made Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. The City makes annual contributions to the pension plans equal to the amount required by State Statutes. According to Minnesota Statutes Chapter 356.215, Subdivision 4(g), the date of full funding required for the PERF and the PEPFF is the year 2020. As part of the annual actuarial valuation, PERA's actuary determines the sufficiency of the statutory contribution rates towards meeting the required full funding deadline. The actuary compares the actual contribution rate to a "required" contribution rate. Current combined statutory contribution rates and actuarially required contribution rates for the plans are as follows: Statutory Rates Required Employees Employer Rates PERF (Basic and Coordinated Plans) 4.47% 4.82% 8.83% PEPFF 8.00% 12.00% 16.21% Total contributions made by the City during fiscal year 1990 were: Amounts Employees Employer PERF $ 119,251 $ 132,708 PEPFF 75,188 112,793 $ 194,439 $ 245,501 Percentage of Covered Payroll Employees Employer 4.75% 5.29% 8.00% 12.00% The City's contribution (employers' share) for the year ended December 31, 1990 to the PERF represented 0.14% of total contributions required of all participating entities. For the PEPFF, contributions for the year ended December 31, 1990 represented 0.46% of total contributions required of all participating entities. 5 R CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 14 - DEFINED BENEFIT PENSION PLANS - STATEWIDE (CONTINUED) C. Funding Status and Progress 1) Pension Benefit Obligation The "pension benefit obligation" is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected salary increases and step -rate benefits, estimated to be payable in the future as a result of employee service to date. The measure, which is the actuarial present value of credited projected benefits, is intended to help users assess PERA's funding status on a going - concern basis, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among Public Employees' Retirement Systems and among employers. PERA does not make separate measurements of assets and pension benefit obligation for individual employers. The pension benefit obligations as of June 30, 1990 are shown below: Total pension benefit obligation Net assets available for benefits, at cost (market value for PERF = $3,547,243; PEPFF = $803,320) Unfunded (Assets in Excess of) Pension Benefit Obligation PERF PEPFF (In Thousands) $ 4,089,960 $ 657,453 3,250,157 739,068 $ 839,803 (81,615) The measurement of the pension benefit obligation is based on an actuarial valuation as of June 30, 1990. Net assets available to pay pension benefits were valued as of June 30, 1990. 2) Changes in Actuarial Methods and Benefit Provisions For the fiscal year 1990 actuarial valuation, the PERA Board of Trustees approved the use of new withdrawal rates. The change was made to reduce, if not eliminate, the series of large, annually recurring actuarial losses in the last few years due to lower than expected terminations. With the adoption of new withdrawal rates, the pension benefit obligation increased $59,942,000 in the PERF and $6,978,000 in the PEPFF. D. Ten -Year Historical Trend Information Ten -year historical trend information is presented in PERA's Comprehensive Annual Financial Report for the year ended June 30, 1990. This information is useful in assessing the pension plan's accumulation of sufficient assets to pay pension benefits as they become due. -45- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 14 - DEFINED BENEFIT PENSION PLANS - STATEWIDE (CONTINUED) E. Related Party Investments As of June 30, 1990, and for the fiscal year then ended, PERA held no securities issued by the City or other related parties. NOTE 15 - DEFINED BENEFIT PENSION PLANS - FIRE RELIEF ASSOCIATION, VOLUNTEER DIVISION A. Plan Description Volunteer fire fighters of the City of Columbia Heights are members of the Columbia Heights Fire Department Relief Association, Volunteer Division. The Division maintains a single - employer defined benefit pension plan. It is governed by a Board of Trustees composed of the members of the Columbia Heights City Council. The City Manager, Clerk - Treasurer, Chief of the Fire Department, and the Public Safety Director of the City are ex- officio members of the Board of Trustees. The City's payroll for `members of the Volunteer Relief Association for the year ended December 31, 1990 was $66,176 compared to a total City payroll of $4,233,312. B. Pension Benefits The bylaws, as amended in August 1989, provide for monthly pensions of $16 per year of service, for up to 30 years of service, for all Division members. Alternatively, members may elect a lump sum payment of $2,300 per year of service. Both monthly and lump sum pensions begin vesting after 10 years of service and are fully vested after 20 years. Benefits are payable after retiree is at least 50 years old. The Plan also provides for disability and survivor benefits. The City of Columbia Heights levies property taxes at the direction of and for the benefits of the Fire Relief Association, Volunteer Division and passes through State aids allocated to the Plan, all in accordance with enabling State Statutes. C. Contributions Required and Contributions Made The Association's funding policy provides for periodic City contributions in accordance with State Statutes. The minimum actuarially determined contribution required by Statutes is the annual normal cost plus amortization of any unfunded actuarial liability. During the year ended December 31, 1990, contributions totaling $27,000 (all employer) were made in accordance with contribution requirements determined by an actuarial valuation of the Plan as of December 31, 1986. The contributions represent normal cost only since there was no unfunded actuarial liability. Benefits and contributions are not based on payroll; accordingly, there is no covered payroll. ff IN CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 15 - DEFINED BENEFIT PENSION PLANS - FIRE RELIEF ASSOCIATION, VOLUNTEER DIVISION (CONTINUED) ' D. Funding Status The amount shown below as the "pension benefit obligation" is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected salary increases, estimated to be payable in the future as a result of employee service to date. The measure is the actuarial present value of credited projected benefits and is intended to (i) help users assess the Plan's funding status on a going - concern basis, (ii) assess progress being made in accumulating sufficient assets to pay benefits when due, and (iii) allow for comparisons among public employee retirement plans. The measure is independent of the actuarial funding method used to determine contributions to the Plan. The pension benefit obligation was determined as part of an actuarial valuation of the Plan as of ' December 31, 1990. Significant actuarial assumptions used in determining the pension benefit obligation include (a) a rate of return on the investment of present and future assets of 5.0% per year compounded annually and (b) the assumption that benefits will not increase after retirement. At December 31, 1990, the assets in excess of the pension benefit obligation were $265,453, determined as follows: Pension Benefit Obligation 1 Retirants and beneficiaries currently receiving benefits and terminated employees not yet receiving benefits Current employees Accumulated employee contributions including allocated investment income Employer financed Total pension benefit obligation Net assets available for benefits, at cost (market value was $870,879) Assets in excess of pension benefit obligation $ 414,727 168,770 583,497 848,950 $ 265,453 Changes in plan benefits which were first evaluated as of December 31, 1990 caused the pension benefit obligation to increase by $174,000. -47- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 15 - DEFINED BENEFIT PENSION PLANS - FIRE RELIEF ASSOCIATION, VOLUNTEER DIVISION (CONTINUED) E. Historical Trend Information Ten -year historical trend information is presented in the Relief Association's Annual Financial Report. This information is useful in assessing the pension plan's accumulation of sufficient assets to pay pension benefits as they become due. For the four years ended 1990, 1989, 1988, and 1987, respectively, available assets were sufficient to fund 138.5 %, 116 %, 177 %, and 179% of the actuarial liability. F. Related Party Investments During 1990, the Association held no securities issued by the City or other related parties. NOTE 16 - DEFINED BENEFIT PENSION PLANS - FIRE RELIEF ASSOCIATION, PAID DIVISION A. Plan Description Paid full -time regular fire fighters of the City of Columbia Heights first employed by the City on or prior to December 31, 1974 are members of the Columbia Heights Fire Relief Association, Paid Division. The Division maintains a single - employer defined benefit pension plan. Marquette Bank acts as trustee for the beneficiaries. The City's payroll for members of the Paid Relief Association for the year ended December 31, 1990 was $44,180 compared to a total City payroll of $4,233,312. B. Pension Benefits A fire fighter who completes at least 20 years of service as an active member of the Columbia Heights Fire Department and has been a member of the Relief Association for at least 20 years, after age 50, is entitled to a full service pension upon retirement. For the first 20 years of service, the individual is entitled to 35/80 of base pay (base pay is defined as the salary of a first grade fireman). For each year in excess of 20, an additional 1 /80 is added up to a maximum of 45/80 of base pay for 30 or more years of service. In addition and not subject to the above maximum, for each year over 25, a benefit of 1/2% of base pay is added to the benefit. (The additional benefit is not subject to the post- retirement adjustment provisions.) A member is entitled to disability benefits as follows: a. Less than 10 years service - 30/80 of base pay b. 10 to 15 years service - 35/80 of base pay c. 15 or more years service - 40/80 of base pay to age 50 at which time the benefit is recomputed based on service assuming a minimum of 20 years of service. -48- ICITY OF COLUMBIA HEIGHTS, MINNESOTA I Notes to Financial Statements (continued) December 31, 1990 i NOTE 16 - DEFINED BENEFIT PENSION PLANS - FIRE RELIEF ASSOCIATION, PAID DIVISION (CONTINUED) Post - retirement adjustments ( "Escalator "): Each time base pay is changed, payments to all benefit recipients are simultaneously changed by the same percent that base pay is changed. OR C. Contributions Required and Contributions Made The Association's funding policy provides for periodic employer contributions at actuarially determined rates that, expressed as percentages of annual covered payroll, are designed to accumulate sufficient assets to pay benefits when due. The normal cost and actuarial accrued liability are determined using an entry age actuarial funding method. Unfunded actuarial accrued liabilities are being amortized as a level dollar amount over a period of 19 years. During the year ended December 31, 1990, contributions totaling $116,500 (all employer) were made in accordance with contribution requirements determined by an actuarial valuation of the Plan as of December 31, 1988. Employer contributions represented 360% of current covered payroll. The employer contributions consisted of $8,742 for normal cost (27% of current covered payroll) and $ 107,758 for amortization of unfunded actuarial accrued liability (333% of current covered payroll). Significant actuarial assumptions used to compute contribution requirements were the same as those used to compute the standardized measure of the pension benefit obligation. D. Funding Status The amount shown on the following page as the "pension benefit obligation" is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected salary increases, estimated to be payable in the future as a result of employee service to date. The measure is the actuarial present value of credited projected benefits and is intended to (1) help users assess the Plan's funding status on a going - concern basis, (2) assess progress being made in accumulating sufficient assets to pay benefits when due, and (3) allow for comparisons among Public Employee Retirement Plans. The measure is independent of the actuarial funding method used to determine contributions to the Plan. The pension benefit obligation was determined as part of an actuarial valuation of the Plan as of December 31, 1990. Significant actuarial assumptions used in determining the pension benefit obligation include (a) a rate of return on the investment of present and future assets of 5.0% per year compounded annually, (b) projected salary increases of 3.5% per year compounded annually, attributable to inflation, and (c) the assumption that benefits will increase 3.5% per year after retirement. At December 31, 1990, the unfunded pension benefit obligation was $885,161, determined as follows: -49- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 16 - DEFINED BENEFIT PENSION PLANS - FIRE RELIEF ASSOCIATION, PAID DIVISION (CONTINUED) Pension Benefit Obligation Retirants and beneficiaries currently receiving benefits and terminated employees not yet receiving benefits $ 2,051,964 Current employees Accumulated employee contributions including allocated investment income 33,182 Employer financed 261,147 Total Pension Benefit Obligation 2,346,293 Net assets available for benefits, at cost (market value was $1,492,533) 1,461,132 Unfunded Pension Benefit Obligation $ 885,161 The total pension benefit obligation as of January 1, 1990 was $2,313,780. During the year, the plan experienced a net increase of $32,513 in the pension benefit obligation. E. Historical Trend Information Ten -year historical trend information related to the pension plan is presented in the Relief Association's annual financial report. This information is useful in assessing the pension plan's accumulation of sufficient assets to pay pension benefits as they become due. For the four years ended 1990, 1989, 1988, and 1987, respectively, available assets were sufficient to fund 62.3 %, 59.3 %, 43.75 %, and 42.2 % of the pension benefit obligation. Unfunded pension benefit obligation represented 2,518.4 %, 2,784.3 %, 4,682.5 %, and 4,860.8% of the annual payroll for employees covered by the Plan for 1990, 1989, 1988, and 1987, respectively. Showing unfunded pension obligation as a percentage of annual covered payroll approximately adjusts for the effects of inflation for analysis purposes. In addition, the City's contributions for 1990, 1989, 1988, and 1987 were 360 %, 338 %, 354 %, and 366 %, respectively, of annual covered payroll. Contributions were made in accordance with actuarially determined requirements. F. Related Party Investments During 1990, the Association held no securities issued by the City or other related parties. -50- CITY OF COLUMBIA HEIGHTS, MINNESOTA ' Notes to Financial Statements (continued) December 31, 1990 NOTE 17 - DEFINED BENEFIT PENSION PLANS - POLICE RELIEF ASSOCIATION A. Plan Description 1 All policemen first employed by the City of Columbia Heights on or before June 15, 1972 are members of the Columbia Heights Police Relief Association. The Association is a single employer pension plan. It is governed by a Board of Directors consisting of members of the Association regardless of whether such members are active or retired members of the Columbia Heights Police Department. The City's payroll for members of the Relief Association for the year ended December 31, 1990 was $143,552 compared to a total City payroll of $4,233,312. B. Pension Benefits A policeman who completes at least 20 years as an active member of the Columbia Heights Police Department and has been a member of the Relief Association for at least 20 years, after age 50, is entitled to a full service pension upon retirement. The service pension prescribed by the Relief Association's by -laws is 35/80 of base pay (base pay is defined as the salary of a top patrolman). For ' each year in excess of 20, an additional 1/80 is added up to a maximum of 40/80 of base pay for 25 or more years of service. In addition, and not subject to the above maximum for each year over 25, a benefit of 1/2% of base pay is added to the benefit. (The additional benefit is not subject to the post- retirement adjustment provisions.) A member is entitled to disability benefits of 35/80 of salary at the time of the disability. C. Contributions Required and Contributions Made The Association's funding policy provides for periodic employer contributions at actuarially determined rates that, expressed as percentages of annual covered payroll, are designed to accumulate sufficient assets to pay benefits when due. The normal cost and actuarial accrued liability are determined using an entry ' age actuarial funding method. Unfunded actuarial accrued liabilities are being amortized as a level dollar amount over a period of 19 years. During the year ended December 31, 1990, contributions totaling $196,008 ($188,621 employer and ' $7,387 employees) were made in accordance with contribution requirements determined by an actuarial valuation of the Plan as of December 31, 1988. The employer contribution consisted of $42,619 for normal cost and $146,002 for amortization of the unfunded actuarial accrued liability. Employer ' contributions represented 109.8% of covered payroll. D. Funding Status The Governmental Accounting Standards Board (GASB) requires disclosure of the total pension benefit obligation as determined by a standardized measurement of the actuarial present value of estimated pension benefits that will be paid in future years as a result of employee services performed to date. A standardized measure of the pension benefit obligation was adopted by GASB to enable readers of the financial statements to (1) assess the Association's funding status on a going - concem basis, (2) assess progress made in accumulating sufficient assets to pay benefits when due, and (3) make comparisons -51- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 17 - DEFINED BENEFIT PENSION PLANS - POLICE RELIEF ASSOCIATION (CONTINUED) among relief associations. This measurement is independent of the funding method used to determine required contributions. A variety of significant actuarial assumptions are used to determine the standardized measure of the pension benefit obligation and these assumptions are as follows: 1. A rate of return on the investment of present and future assets of 5.0% per year compounded annually. 2. Projected salary increases of 3.5% per year compounded annually, attributable to inflation. 3. The assumption that benefits will increase 3.5% per year after retirement. At December 31, 1990, the unfunded pension benefit obligation was as follows: Retirees and beneficiaries currently receiving benefits and ,retired policemen entitled to benefits, but not yet receiving them Current employees Accumulated employee contributions including allocated investment income Employer financed Total Pension Benefit Obligation Net assets available for benefits, at cost (market value was $2,813,451) Unfunded Pension Benefit Obligation $ 3,182,352 135,309 1,208,660 4,526,321 2,748,643 $ 1,777,678 The total pension benefit obligation as of January 1, 1990 was $4,379,528. During the year, the Plan experienced a net change of $146,793 in the pension benefit obligation. E. Historical Trend Information Ten -year historical trend information related to the pension plan is presented in the Relief Association's annual financial report. The information is presented to enable the reader to assess the progress made by the Plan in accumulating sufficient assets to pay pension benefits as they become due. For the four years ended 1990, 1989, 1988, and 1987, respectively, available assets were sufficient to fund 60.7 %, 57.9 %, 60.5% and 56.6% of the pension benefit obligation. Unfunded pension benefit obligation represented 1,190.5 %, 1,028.5 %, 890.0% and 983.7% of the annual payroll for employees covered by the Plan for 1990, 1989, 1988, and 1987, respectively. In addition, the City's contributions to the Plan, all made in accordance with actuarially determined requirements, were 109.8%, 109.3%, 112.9% and 104.6% of annual covered payroll for 1990, 1989, 1988, and 1987, respectively. -52- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 17 - DEFINED BENEFIT PENSION PLANS - POLICE RELIEF ASSOCIATION (CONTINUED) F. Related Party Investments During 1990, the Association held no securities issued by the City or other related parties. NOTE 18 - DEFERRED COMPENSATION PLAN The government offers its employees a deferred compensation plan created in accordance with Internal Revenue Code Section 457. The Plan, available to all government employees, permits them to defer a portion of their salary until future years. Participation in the Plan is optional. The deferred compensation is not available to employees until termination, retirement, death, or unforeseeable emergency. All amounts of compensation deferred under the Plan, all property and rights purchased with those amounts, and all income attributable to those amounts, property, or rights are (until paid or made available to the employee or other beneficiary) solely the property and rights of the government subject only to the claims of the government's general creditors. Participants' rights under the Plan are equal ' to those of general creditors of the government in an amount equal to the fair market value of the deferred account for each participant. It is the opinion of management that the government has no liability for losses under the Plan but does have the duty of due care that would be required of an ordinary prudent investor. The government believes that it is unlikely that it will use the assets to satisfy the claims of general creditors in the future. ' Investments are managed by the Plan's trustee under one of four investment options, or a combination thereof. The choice of the investment option(s) is made by the participants. Assets of the Plan are reflected in these statements in an Agency Fund at market value. NOTE 19 - COMMITMENTS AND CONTINGENCIES A. Risk Management Although the City carries insurance for current risks, there is no coverage maintained for possible losses arising from occurrences in certain previous years. The City is not aware of any unreported or pending claims which could have a material effect on the City. Existing litigation is discussed on the next page. 1 -53- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 19 - COMMITMENTS AND CONTINGENCIES (CONTINUED) During 1989, the HRA was added to the City of Columbia Heights Workers' Compensation Policy. The policy is a premium refund option plan which has an established minimum premium that both the City and the HRA pay. The policy also has a maximum premium based on the number of claims and the cost of the claims during the year. Under the terms of this policy, the potential cost to the HRA could be significantly higher than the minimum premiums paid. The HRA is aware of no claims that would result in additional premium payments at this time. In February 1991, the HRA purchased its own workers' compensation policy which is not subject to the minimum/maximum premium provisions. B. Litigation The City had the usual and customary type of miscellaneous claims pending at year -end, mostly of a minor nature and usually all covered by insurance carried for that purpose. However, the outcome of these cases is unknown. It is not determinable at this time whether unfavorable settlements of the claims will exceed insurance coverage. City management believes that the City will not incur any material monetary loss relating to the cases. No loss has been recorded on the City's financial statements relating to the claims. C. Federal and State Funds Amounts received or receivable from federal and state agencies are subject to agency audit and adjustment. Any disallowed claims, including amounts already collected, may constitute a liability of the applicable funds. The amount, if any, of funds which may be disallowed by the agencies cannot be determined at this time although the HRA expects such amounts, if any to be immaterial. The HRA is a subrecipient of Federal Community Development Block Grant (CDBG) funds (CDBG #14.219) which pass through Anoka County. The U.S. Department of Housing and Urban Development (HUD) has determined that approximately $10,000 of 1988 HRA expenditures for a downtown celebration were not eligible for CDBG funding and has requested reimbursement from Anoka County. The HRA believes that no reimbursement is due to the County since the County approved the expenditure. In September 1990, the U.S. Department of Housing and Urban Development (HUD) approved funds totaling $269,830 under the Comprehensive Improvement Assistance Program (CIAP) for modernization projects at Parkview Villa. These funds are expected to be expended in 1991. D. HRA Redevelopment Agreements The HRA is asserting claims to 1990 tax increment deficiencies totaling approximately $91,500 from a redeveloper pursuant to the terms of a 1987 private redevelopment agreement between the HRA and such redeveloper. The HRA feels it may be forced to pursue litigation to collect such deficiencies. Under the terms of an amended 1988 private redevelopment agreement between the HRA and a redeveloper, such redeveloper was entitled to and was paid a payment of $60,000 of tax increment funds collected in connection with a related tax increment district by December 1, 1990. In addition, the agreement calls for additional payments of tax increment funds as follows: -54- CITY OF COLUMBIA HEIGHTS, MINNESOTA Notes to Financial Statements (continued) December 31, 1990 NOTE 19 - COMMITMENTS AND CONTINGENCIES (CONTINUED) On or before December 1, 1991 On or before December 1, 1992 $10,000 plus $50,000 times the appli- cable percentage as of January 2, 1991 $10,000 plus $50,000 times the appli- cable percentage as of January 2, 1992 1 The applicable percentage is defined as a percentage equal to a fraction, the numerator of which is the gross leasable area stated in square footage of that part of the office /retailing portion which is leased as of the dated referenced, and the denominator of which is 90% of the gross leasable area stated in square footage. Such tax increment funds have been and will be remitted to the HRA from the City of Columbia Heights for payment to the redeveloper. NOTE 20 - JOINT POWERS AGREEMENT The City of Columbia Heights is a member of a Joint Powers Agreement, together with Independent School District No. 13, which establishes the Columbia Heights and District No. 13 Recreation and Community Services Commission. The Commission was created to conduct and supervise recreation services and programs for public recreation in its broadest sense, including playgrounds, parks, playfields, swimming pools, beaches, camps, indoor recreation centers; and any and all other recreation activities. The City and the School are each entitled to appoint three members to the Commission. The necessary expenses and operational budget for the purposes of the Commission are to be provided from the funds of the City and the School District. Participation in the budget is to be equal between the two entities. By mutual agreement of the parties, this agreement was ended December 31, 1990. In the dissolution of the agreement, Independent School District No. 13 received the residual equity in the Early Childhood and Family Education Fund, Adventure Club, and Adult Basic and Continuing Education Fund. The City and the School District equally divided the residual equity of the Recreation Administration Fund and the residual equity of the remaining funds will stay with the City. GENERAL FUND 1 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 monies not herein provided to paid (sic) into any other fund." CITY OF COLUMBIA HEIGHTS, MINNESOTA General Fund Comparative Balance Sheet As of December 31, 1990 and 1989 Assets Cash and investments Exhibit F -1 1990 1989 Cash and cash equivalents $ 2,265,657 $ 211,442 Temporary investments 351,799 4,457,961 Total cash and investments 2,617,456 4,669,403 Receivables Accounts 12,844 60,924 Deferred special assessments 619,148 - Taxes Unremitted 16,609 25,387 Delinquent 81,891 79,005 Interest 96,532 95,253 Due from other governmental units 97,831 30,895 Due from other funds 9,406 9,977 Prepaid expense 1,162 - Total assets $ 3,552,879 $ 4,970,844 Liabilities and Fund Balance Liabilities Accounts payable $ 58,289 $ 73,791 Contracts payable - retained percentage 3,200 - Accrued salaries and withholdings payable 53,490 31,147 Due to other governmental units 115,943 49,155 Due to other funds 3,911 3,436 Deferred revenue 719,415 - 96,178 Total liabilities 954,248 253,707 Fund balance Unreserved Designated for subsequent years' expenditures 63,455 286,066 Designated for working capital 2,535,176 - Undesignated - 4,431,071 Total fund balance 2,598,631 4,717,137 Total liabilities and fund balance $ 3.552.879 $ 4.970.844 -56- CITY OF COLUMBIA HEIGHTS, MINNESOTA General Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Taxes Licenses and permits Intergovernmental Charges for services Fines and forfeitures Interest Other revenue Miscellaneous Proceeds from sale of land Other refunds Total revenue Expenditures Current General government Council Manager Legal Finance and elections Assessing Planning General government buildings Total general government Public safety Police /animal /civil defense Fire Inspections _Total public safety Public works highways and streets Engineering Maintenance Total public works highways and streets Sanitation Parks and recreation Library Contingencies Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources (uses) Operating transfers in Operating transfers (out) Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over expenditures and other financing uses Fund balance Beginning of year Residual equity transfer End of year Exhibit F -2 170,813 1990 12,847 1989 229,868 221,877 anance 208,006 111,550 120,424 Favorable 98,924 Budget Actual (Unfavorable) Actual $ 2,339,056 $ 2,067,469 $ (271,587) $ 1,801,105 143,510 147,587 4,077 142,365 2,821,940 3,085,929 263,989 3,103,297 202,610 231,463 28,853 202,972 125,700 123,505 (2,195) 128,188 210,000 286,085 76,085 276,668 50,300 39,609 (10,691) 34,494 - - - 24,111 - - - 3,721 > 534,892 858,825 5,716,921 170,813 157,966 12,847 155,299 229,868 221,877 7,991 208,006 111,550 120,424 (8,874) 98,924 507,958 483,024 24,934 422,378 90,760 99,890 (9,130) 87,805 40,596 14,166 26,430 15,446 287,657 �1, 339,2 332,280 1,429,627 (44,61P 126 353 9,575 1,114:211- 1,783,195 1,709,827 73,368 1,537,391 783,794 711,959 71,835 631,291 141,684 129,757 11 927 135,020 > 2,303,702 302,780 270,338 32,442 250,926 556,045 492,304 63,741 534,892 858,825 762,642 96,183 785,818 130,553 184,627 (54,074) 122,304 841,024 661,566 179,458 653,115 388,222 368,363 19,859 333,188 300,000 3,072 8 296 9228 9, 372 1 ,4 6,666,49 5,961,440 (773,383) 20,207 793,590 400,881 314,203 299,357 (14,846) 267,463 (1,252,412) (2,480,719) (1,228,307) (459,374) (938,209) (2,181,362) (1,243,153) (191,911) (1,711,592) (2,161,155) 4,717,137 4,717,137 - 42,649 (449,563) 208,970 - 4,508,167 42,649 - $ 3,005,545 $ 2,598,631 $ (406,914) $ 4,717,137 -57- 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA General Fund Statement of Revenue - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Taxes Ad valorem Penalties and interest Total taxes Licenses and permits Licenses Permits Total licenses and permits Intergovernmental Federal grants Civil defense State grants Local government aid Property tax relief Law officer training Police Relief Association Fire Relief Association Other County aid Street maintenance County grant Total intergovernmental Charges for services General government Library Public safety Public works Parks Total charges for services Fines and forfeitures Library Public safety Total fines and forfeitures Other revenue Interest earned on investments Miscellaneous Proceeds from sale of land Other refunds Total other revenue Total revenue 1990 Variance Favorable Budget Actual (Unfavorable) $ 2,332,056 $ 2,060,695 $ (271,361) 7,000 6.774 (226) 2,339,056 2,067,469 (271,587) Exhibit F -3 1989 Actual $ 1,793,793 7,312 1,801,105 69,010 85,307 16,297 72,404 74,500 62,280 (12,220) 69,961 143,510 147,587 4,077 142,365 4,100 4,108 8 4,598 2,073,880 2,074,028 148 2,329,860 550,000 804,276 254,276 574,045 8,000 9,200 1,200 8,586 106,500 112,488 5,988 106,585 61,400 59,058 (2,342) 61,563 - 53 53 - 18,060 18,060 - 18,060 - 4,658 4,658 - 2,821,940 3,085,929 263,989 3,103,297 33,060 35,379 2,319 25,330 3,500 4,339 839 3,874 81,850 82,150 300 82,067 29,800 55,198 25,398 40,508 54,400 54.397 (3) 51.193 202,610 231,463 28,853 202,972 5,000 7,253 2,253 5,524 120.700 116,252 (4,448) 122,664 125,700 123,505 (2,195) 128,188 210,000 286,085 76,085 276,668 26,300 38,880 12,580 34,494 18,000 - (18,000) 24,111 6,000 729 (5,271) 3,721 260,300 325,694 65,394 338,994 $ 5,893,116 $ 5,981,647 $ 88,531 $ 5,716,921 -58- CITY OF COLUMBIA HEIGHTS, MINNESOTA General Fund Statement of Expenditures - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Expenditures General government Council and manager Council Manager Legal Total council and manager Administrative services Finance Elections Assessing Planning General government buildings kD Total administrative services ' Total general government Public safety Police Fire Inspections Civil defense Animal control Total public safety Public works highways and streets Engineering Streets Street lighting Traffic signs /signals Sanitation Total public works highways and streets Parks and recreation Library Contingencies Total expenditures Exhibit F -4 $ 6,666,499 $ 4,058,302 $ 1,447,970 455 168 $ 5,961,440 $ 705,059 $ 5,316,040 � r � � r r � r �■r � � r � � � r � � r 1990 1989 Actual Supplies Variance Personal and Capital Favorable Budget Services Services Outlay Total (Unfavorable) Actual $ 170,813 $ 98,207 $ 59,759 $ - $ 157,966 $ 12,847 $ 155,299 229,868 198,262 22,709 906 221,877 7,991 208,006 111.550 - 120.424 - -76 - 120,424 8 874 1 -- i3b�b3 -90b - 5UU,267 , 413,156 309,863 58,020 37,522 405,405 7,751 406,879 94,802 24,326 2,053 51,240 77,619 17,183 15,499 90,760 47,377 52,176 337 99,890 (9,130) 87,805 40,596 - 14,166 - 14,166 26,430 15,446 287,657 4,345 138.2816 1 44 623 926 415 911 � 1,439202 71rHU 467,593 249,654 1,42§�,M 9,575 1,114,211 1,748,090 1,507,904 146,148 36,330 1,690,382 57,708 1,506,566 783,794 626,251 59,753 25,955 711,959 71,835 631,291 141,684 114,437 15,320 - 129,757 11,927 135,020 24,695 5,013 6,493 - 11,506 13,189 25,825 10,410 - 7,639 235,353 300 7,939 2 471 5,000 2,303,702 2,708,673 2,253,605 62,585 2,551,543 157:13 302,780 179,851 47,748 42,739 270,338 32,442 250,926 392,675 189,711 150,355 21,701 361,767 30,908 407,108 100,529 649 78,184 - 78,833 21,696 79,547 62 841 858 ' 825 18,569 388,780 30,182 306,469 2 953 67:393 51,704 11,137 48 762,642 96,183 785:818 130,553 81,522 103,105 - 184,627 (54,074) 122,304 841,024 388,277 204,126 69,163 661,566 179,458 653,115 388,222 233,738 128,252 6,373 368,363 19,859 333,188 300.000 - 3,072 - 3.072 296.928 3.702 $ 6,666,499 $ 4,058,302 $ 1,447,970 455 168 $ 5,961,440 $ 705,059 $ 5,316,040 � r � � r r � r �■r � � r � � � r � � r 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. Municipal State Aid Fund - maintained according to State Statute for maintenance and construction of streets or municipal State aid systems. Cable Television Fund - established to account for revenues and expenditures associated with cable television franchise. Paratransit Fund - established by agreement with the Minnesota Department of Transportation to account for the receipt of State grants and rider fees and expenditures for service. Contributed Projects Fund - established to monitor contributions and related expenditures. Recreation and Community Service Funds - governed by a commission established by an agreement between the City and the Independent School District No. 13 School Board. Housing and Redevelopment Authority Fund - created in 1969, assists the City in identifying its needs in the areas of housing and community development. Programs provided by the HRA include senior housing; rental assistance program; low interest home improvement loan and grant program; and a single family mortgage program to low income families. Assets Cash and investments Cash and cash equivalents Temporary investments Total cash and investments Cash and investments in escrow Receivables Accounts Taxes Interest Loans Due from other governmental units Due from other funds Prepaid expense Other assets Real estate held for resale 0 01 Total assets 0 1 Liabilities and Fund Balance Liabilities Accounts payable Contracts payable retained percentage Accrued salaries and withholdings payable Due to other governmental units Due to other nums Deferred revenue Accrued interest payable Deposits Insurance and taxes in escrow Other liabilities Construction escrow Total liabilities Fund balance Reserved Unreserved Designated for subsequent yyears' expenditures Undesignated Total fund balance Total liabilities and fund balance CITY OF COLUMBIA HEIGHTS, MINNESOTA Exhibit G -1 Special Revenue Funds Combining Balance Sheet As of December 31, 1990 (with Comparative Totals as of December 31, 1989) Total Recreation Housing Municipal and and Totals State Cable Contributed Community Redevelopment Aid Television Paratransit Proiects Services Authority 1990 1989 $ - $ - $ - $ - $ - $ 514,488 $ 514,488 $ 533,443 - 27 315 - 27;3I3 3 859 3 434 14 828 x ;$33 ,',$2$ - 49 436 7 � - - - �� � - - - , - 563' - 81 153,025 - 14,404 6,075 - - - 20,479 39,605 - 2,716 2,716 2,174 - 5,198 641 - - 583 6,422 8,292 423,806 423,806 403,662 149,176 2,944 260 - 107,409 58,814 318,603 121,075 - 164,100 23,186 20,550 - 339,958 547,794 145,259 - - - - - 4,928 4,928 2,934 98,413 98,413 98,413 149,176 1_2L3,961 L_24,021 1_13,984 L 122 237 $ 1,443,706 $ 1,987,085 $ 1,547,620 $ - $ 1,080 $ 75 $ - $ 14,024 $ 245,544 $ 260,723 $ 33,180 6,849 - - - - _ 6 - - - 3,318 8,116 11,440 9,1 0 3,000 - - - 21,888 24,888 12,584 102,941 - - - 104,895 113,670 321,506 151,800 - - - - 426,522 426,522 405,413 - - - - - 57,712 57,712 47,210 - 4,618 4,618 9,400 - 8,673 8,673 4,657 153 025 MT, 796 4,0$0 -75 - - 11L'Z37 3'f �;'T43 152,823 152,823 149,905 24,052 - - - - - 24,052 16,971 15,328 209881 33946 39, 88T b - 404140 x;877 $ 149,176 213 961 34 021 23 984 1 122,237 $ 1,443,706 $ 1,987,085 $ 1,547,620 M M M M M M M M M M M M M M M r M M M Exhibit G -2 CITY OF COLUMBIA HEIGHTS, MINNESOTA Special Revenue Funds Combining Statement of Revenue, Expenditures, and Changes in Fund Balance Year Ended December 31 1990 (with Comparative Totals for Year Ended December 31, 1989) Total Recreation Housing Municipal and and Totals State Cable Contributed Community Redevelopment Aid Television Paratransit Proiects Services Authority 1990 1989 Revenue Taxes $ - $ - $ - $ - $ - $ 64,348 $ 64,348 $ 29,382 Intergovernmental 452,434 - 23,415 - 313,544 215,555 1,004,948 706,524 Fees /program revenue - 60,361 11,158 - 358,134 - 429,653 408,544 Interest - 15,404 1,899 - - 60,032 77,335 90,621 Private grants - - - - - - - 8,361 Other revenue Miscellaneous 606 5,380 - - 75 269,919 275,980 336,627 Contributions - - - 30 148 7.48 - 37,632 41,043 Total revenue dlf �ST,T�S - 3S;d7Z :148 - b7t3�i�7 X1554 �8$9;S9'b - %S2i;fa'1 Expenditures Parks and recreation Personal services - - - - 619,724 - 619,724 579,583 Supplies - - - - 61,714 - 61,714 66,118 Other services and charges - - - - 104,915 - 104,915 102,034 Capital outlay - - - - 445 - 445 8,025 Other expenditures - - - - 66,934 - 66 934 - Total parks and recreation - - - - zS33, '732 - - 953;737 -75 7Sa Other Personal services 25,940 - - - - 235,333 261,273 225,257 Supplies 6,837 375 166 12,553 - - 19,931 3,078 Other services and charges 31,779 589004 29,412 941 - 151,012 271,148 223,275 Capital outlay 144,796 774 - 13,283 - 374,705 533,558 333,816 i Other expenditures - - - - - 209 101 209,U11 311,590 Total other - 209,352 - 3i;i33 - 79:578 TI7 - 976,`i5i - T,293�afI Tb Total expenditures 209.352 59.153 29.578 26.777 853.732 970.151 2.148.743 1.852,776 Excess (deficiency) of revenue over expenditures 243,688 21,992 6,894 3,371 (174,495) (360,297) (258,847) (231,674) Other financing sources (uses) Operating transfers in - - 5,000 - 132,484 346,665 484,149 138,395 Operating transfers (out) Total financing ) - - - 47,712 3i 7) (128,853) other sources (uses) - ) - Excess (deficiency) of revenue and other financing sources over expenditures and other financing uses 243,688 (19,440) 5,614 3,371 (42,011) (13,632) 1779590 (222,132) Fund balance (deficit) Beginning of year (2049308) 229,321 28,332 17,634 71,303 570,595 712,877 924,658 Residual equity transfers - - - 2.979 (29,292) - (26.3131 10,351 End of year $ 39,380 $ 209,881 $ 33,946 $ 23,984 $ - $ 556,963 $ 864,154 $ 712,877 CITY OF COLUMBIA HEIGHTS, MINNESOTA Municipal State Aid Street Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Intergovernmental State of Minnesota Maintenance Construction Other revenue Miscellaneous Total revenue Expenditures Maintenance Personal services Supplies Other services and charges Capital outlay Construction Personal services Supplies Other services and charges Capital outlay Total expenditures Excess of revenue over expenditures Other financing sources (uses) Operating transfers in Operating transfers (out) Maintenance Construction Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over expenditures and other financing uses Fund balance (deficit) Beginning of year End of year Exhibit G -3 I 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 90,000 $ 88,800 $ (1,200) $ 80,188 616,977 363,634 (253,343) 139,363 606 606 54,413 706,977 453,040 (253,937) 273,964 15,180 7,293 7,887 10,638 14,371 6,534 7,837 425 3,030 26,487 (23,457) 9,073 64,390 7,819 56,571 3,066 27,383 18,647 8,736 13,065 - 303 (303) - 26,569 5,292 21,277 18,762 503,640 136,977 366,663 161,015 654,563 209,352 445,211 216,044 52,414 243,688 191,274 57,920 1,469 - - (64,611) (17,095) - 17,095 - (17,095) - 17,095 (63,142) 35,319 243,688 208,369 (5,222) (204,308) (204,308) - (199,086) $ (168,989) 1 39,380 $ 208,369 $ (204,308) Lr:m CITY OF COLUMBIA HEIGHTS, MINNESOTA Cable Television Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Franchise fees Interest Other revenue Miscellaneous Total revenue Expenditures Personal services Supplies Other services and charges Capital outlay Total expenditures Excess (deficiency) of revenue over expenditures Other financing uses Operating transfer (out) Excess (deficiency) of revenue over expenditures and other financing uses Fund balance Beginning of year Exhibit G-4 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 56,000 $ 60,361 $ 4,361 $ 58,885 8,500 15,404 6,904 17,901 5,380 5,380 83 64,500 81,145 16,645 76,869 1,104 2,400 375 2,025 2,374 54,905 58,004 (3,099) 8,977 39,900 774 39,126 2,447 97,205 59,153 38,052 14,902 (32,705) 21,992 54,697 61,967 (41,433) (41,432) 1 (39,689) (74,138) (19,440) 54,698 22,278 229,321 229,321 - 207,043 End of year 155,183 209,881 $ 54,698 229,321 -63- CITY OF COLUMBIA HEIGHTS, MINNESOTA Paratransit Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Exhibit G -5 I Fund balance Beginning of year 28,332 28,332 - 22,785 End of year 24 900 33 946 $ 9,046 28,332 M 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual Revenue Intergovernmental $ 23,523 $ 23,415 $ (108) $ 21,420 Interest - 1,899 1,899 1,465 Paratransit fares 9,500 11,158 1,658 10,282 Total revenue 33,023 36,472 3,449 33,167 Expenditures Supplies 900 166 734 - Other services and charges 33,640 29,412 4,228 31,268 Total expenditures 34,540 29,578 4,962 31,268 Excess (deficiency) of revenue over expenditures (1,517) 6,894 8,411 1,899 Other financing sources (uses) Operating transfers in 5,000 5,000 - 10,000 Operating transfers (out) (6,915) (6,280) 635 (6,352) Total other financing sources (uses) (1,915) (1,280) 635 3,648 Excess (deficiency) of revenue and other financing sources over expen- ditures and other financing uses (3,432) 5,614 9,046 5,547 Fund balance Beginning of year 28,332 28,332 - 22,785 End of year 24 900 33 946 $ 9,046 28,332 M CITY OF COLUMBIA HEIGHTS, MINNESOTA Demonstration Grant Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Intergovernmental Expenditures Supplies Other services and charges Total expenditures Excess of revenue over expenditures Other financing uses Operating transfers (out) Excess (deficiency) of revenue over expenditures and other financing uses Fund balance Beginning of year Residual equity transfers End of year Exhibit G-6 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual -65- $ 5,406 - 27 - 125 - 152 - 5,254 (18,201) - (12,947) 2,092 10.855 CITY OF COLUMBIA HEIGHTS, MINNESOTA Contributed Projects Comparative Statement of Revenue, Expenditures, and Changes in Fund Balance Years Ended December 31, 1990 and 1989 Revenue Contributions Expenditures Supplies Other services and charges Capital outlay Total expenditures Excess of revenue over expenditures Fund balance Beginning of year Residual equity transfers End of year 10 Exhibit G -7 1990 1989 $ 30,148 $ 18,485 12,553 252 941 - 13,283 599 26.777 851 3,371 17,634 17,634 - 2,979 - 23,984 $ 17,634 Exhibit G -8 CITY OF COLUMBIA HEIGHTS, MINNESOTA Recreation and Community Services Funds Combining Balance Sheet As of December 31, 1990 (with Comparative Totals as of December 31, 1989) Recreation and Trips Totals Community Youth Traveling and Senior Adventure Adult Special Services Athletics Athletics Outings Citizens ECFE Club ABCE Athletics Prois 1990 1989 Assets Cash and investments (deficit) Temporary investments $10,863 $140 $ - $ 166 $ 610 $ - $2,571 $ - $ 478 $ - $ 14,828 $(24,139) Accounts receivable - _ _ _ _ _ - _ - _ _ 25,296 Due from other governmental units - _ 106.369 - 1.040 107.409 86.079 Total assets 10 863 Ll 40 L.- 166 Lk.1 0 106 369 U.571 IL040 478 122 237 87 236 Liabilities and Fund Balance Liabilities i Accounts payable $ 9,203 $ - $ - $ 166 $ 106 $ 2,071 $2,000 $ - $ 478 $ - $ 14,024 $ 13,202 Accrued salaries and withholdings payable 1,660 140 - - 504 443 571 - - - 3,318 2,731 Due to other funds - - - - - 103.855 - 1.040 - - 104.895 Total liabilities 10,863 140 166 610 106,369 2,571 1,040 478 122,237 15,933 Fund balance Unreserved Undesignated - - - - _ - 71.303 Total liabilities and fund balance LL60 610 106 369 2 571 &(140 478 122 237 87 236 Revenue Intergovernmental Program revenue Private grants Miscellaneous Contributions Total revenue Expenditures Personal services Supplies Other services and charges Capital outlay Contingencies ODTotal expenditures Excess (deficiency) of revenue over expenditures Other financing sources Operating transfers in Excess (deficiency) of revenue and other financing sources over expenditures Fund balance (deficit) Beginning of year Residual equity transfers End of year Exhibit G -9 CITY OF COLUMBIA HEIGHTS, MINNESOTA Recreation and Community Services Funds Combining Statement of Revenue, Expenditures, and Changes in Fund Balance Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) Recreation 2,323 (1,023) 2,691 (22,734) (16,015) (5,495) 20,831 (102) (125) 4,002 2,620 22,734 16,015 5,495 (3.316) 885 (2.1981 (2.979) (5.311) - - and I--- Trips Totals Community Youth Traveling and Senior Adventure Adult Special Services Athletics Athletics Outings Citizens ECFE Club ABCE Athletics Projects 1990 1989 $108,118 $ 2,045 $ 1,273 $ - $ 5,170 $183,530 $ - $13,408 $ - $ - $ 313,544 $ 255,572 63,443 28,491 4,398 26,604 3,205 10,470 197,362 - 22,661 1,500 358,134 339,377 - - - - - - - - - - - 8,361 75 - - - - - - - - - 75 2,935 976 6.508 7.484 22.558 171,636 30,536 5,671 26,604 9,351 194,000 197,362 13,408 22,661 8,008 679,237 628,803 219,263 20,288 3,462 - 37,218 185,565 138,971 9,377 5,580 - 619,724 579,583 28,121 28 - 348 2,803 9,213 20,047 836 318 - 61,714 66,118 28,242 3,503 3,928 27,279 3,845 9,545 8,376 3,196 9,001 8,000 104,915 102,034 175 - - - - 270 - - - - 445 8,025 3.316 - - - 12.141 45.983 5.494 - - 66.934 - 279.117 23.819 7.390 27,627 43.866 216,734 213.377 18.903 14.899 8,000 853.732 755.760 (107,481) 6,717 (1,719) (1,023) (34,515) (22,734) (16,015) (5,495) 7,762 8 (174,495) (126,957) 89.966 1.270 4,042 37,206 - - - - 132,484 126.926 (17,515) 7,987 2,323 (1,023) 2,691 (22,734) (16,015) (5,495) 20,831 (102) (125) 4,002 2,620 22,734 16,015 5,495 (3.316) 885 (2.1981 (2.979) (5.311) - - I--- L 7,762 8 (42,011) (31) (159) (8) 71,303 71,334 (7.603) _99..292) - 71 303 CITY OF COLUMBIA HEIGHTS, MU4NESOTA Recreation and Community Services Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Intergovernmental Program revenue Other revenue Miscellaneous Contributions Total revenue Expenditures Personal services Supplies Other services and charges Capital outlay Contingencies Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources Operating transfers in Excess (deficiency) of revenue and other financing sources over expenditures Fund balance (deficit) Beginning of year Residual equity transfers End of year Exhibit G -10 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 105,985 $ 108,118 $ 2,133 $ 94,081 74,922 63,443 (11,479) 76,579 - 75 75 - 6.300 180,907 171,636 (9,271) 176,960 246,404 219,263 27,141 215,858 24,400 28,121 (3,721) 27,528 28,243 28,242 1 27,186 - 175 (175) 1,700 12.000 3.316 8,684 - 311,047 279.117 31.930 272,272 (130)140) (107,481) 22,659 (95,312) 89.966 89,966 - 91.111 (40,174) (17,515) 22,659 (4,201) 5:501 20,831 20,831 - 25,032 - (3,316) (3,316) - (19,343) - $ (19,343 1 20 831 CITY OF COLUMBIA HEIGHTS, MINNESOTA Youth Athletics Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Intergovernmental Program revenue Other revenue Contributions Total revenue Expenditures Personal services Supplies Other services and charges Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources Operating transfer in Excess (deficiency) of revenue and other financing sources over expenditures Fund balance (deficit) Beginning of year Residual equity transfers End of year Exhibit G -11 -70- 1,270 1,270 - - 944 7,987 7,043 (102) (102) (102) - - (7,885) (7,885) - 842 $ (842) $ (102) 1990 1989 Variance Favorable Bud -yet Actual (Unfavorable) Actual $ - $ 2,045 $ 2,045 $ - 22,760 28,491 5,731 20,448 - - - 2,000 22,760 30,536 7,776 22,448 21,811 20,288 1,523 19,248 75 28 47 268 1,200 3,503 (2,303) 3,034 23,086 23,819 (733) 22,550 (326) 6,717 7,043 (102) -70- 1,270 1,270 - - 944 7,987 7,043 (102) (102) (102) - - (7,885) (7,885) - 842 $ (842) $ (102) CITY OF COLUMBIA HEIGHTS, MINNESOTA Traveling Athletics Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Intergovernmental Program revenue Total revenue Expenditures Personal services Supplies Other services and charges Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources Operating transfers in Excess (deficiency) of revenue and other financing sources over expenditures Fund balance (deficit) Beginning of year Residual equity transfers End of year Exhibit G -12 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ - $ 1,273 $ 1,273 $ 4,880 5,800 4,398 (1,402) 2,275 5,800 5,671 (129) 7,155 5,296 3,462 1,834 3,494 - - - 126 4,317 3,928 389 8,540 9,613 7,390 2,223 12,160 (3,813) (1,719) 2,094 (5,005) 4,042 4,042 - 4,880 229 2,323 1 2,094 (125) (125) (125) - - (2,198) _ (2,198) - $ 104 $ (104) 125 -71- CITY OF COLUMBIA HEIGHTS, MINNESOTA Trips and Outings Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Program revenue Expenditures Supplies Other services and charges Total expenditures Excess (deficiency) of revenue over expenditures Fund balance Beginning of year Residual equity transfers End of year Exhibit G -13 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 21,750 $ 26,604 $ 4,854 $ 18,204 100 348 (248) 269 21,650 27,279 (5,629) 17,934 21,750 27,627 (5,877) 18,203 - (1,023) (1,023) 1 -72- 4,002 4,002 - 4,001 (2,979) (2,979) - 4 002 L- $ (4,002) 4,002 CITY OF COLUMBIA HEIGHTS, MINNESOTA Senior Citizens Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Intergovernmental Program revenue Other revenue Contributions Total revenue Expenditures Personal services Supplies Other services and charges Capital outlay Contingencies Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources Operating transfers in Excess (deficiency) of revenue and other financing sources over expenditures Fund balance (deficit) Beginning of year Residual equity transfers End of year Exhibit G -14 (472) 2,691 3,163 1,064 2,620 2,620 - 1,556 - (5,311) (5,311) - 1---2,.148 $ (2,148) 2 620 -73- 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 5,170 $ 5,170 $ - $ 6,595 600 3,205 2,605 2,524 - 976 976 1,099 5,770 9,351 3,581 10,218 35,758 37,218 (1,460) 31,040 1,900 2,803 (903) 2,810 4,515 3,845 670 5,988 - - - 251 1,275 - 1,275 - 43,448 43,866 (418) 40,089 (37,678) (34,515) 3,163 (29,871) 37,206 37,206 - 30,935 (472) 2,691 3,163 1,064 2,620 2,620 - 1,556 - (5,311) (5,311) - 1---2,.148 $ (2,148) 2 620 -73- CITY OF COLUMBIA HEIGHTS, MINNESOTA Early Childhood and Family Education (ECFE) Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Intergovernmental Program revenue Private grants Other revenue Contributions Total revenue Expenditures Personal services Supplies Other services and charges Capital outlay Contingencies Total expenditures Excess (deficiency) of revenue over expenditures Fund balance (deficit) Beginning of year End of year Exhibit G -15 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 109,688 $ 183,530 $ 73,842 $ 131,947 4,769 10,470 5,701 10,431 46,747 - (46,747) 8,361 - - - 4,459 161,204 194,000 32,796 155,198 203,394 185,565 17,829 139,253 12,652 9,213 3,439 8,811 15,234 9,545 5,689 6,517 7,600 270 7,330 835 - 12,141 (12,141) - 238,880 216,734 22,146 155,416 (77,676) (22,734) 54,942 (218) 22,734 22,734 - 22,952 (54,942 $ - $ 54,942 22,734 IM,a Exhibit G -16 CITY OF COLUMBIA HEIGHTS, MINNESOTA Adventure Club Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual Revenue Program revenue $ 213,222 $ 197,362 $ (15,860) $ 193,959 Expenditures Personal services 170,708 138,971 31,737 155,142 Supplies 27,950 20,047 7,903 25,004 Other services and charges 14,030 8,376 5,654 10,829 Capital outlay - - - 5,239 Contingencies - 45,983 (45,983) - Total expenditures 212,688 213,377 (689) 196,214 Excess (deficiency) of revenue over expenditures 534 (16,015) (16,549) (2,255) Fund balance (deficit) Beginning of year 16,015 16,015 - 18,270 End of year I--L6.,549 - $ (16,549) 16 015 -75- CITY OF COLUMBIA HEIGHTS, MINNESOTA Adult Basic and Continuing Education (ABCE) Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Intergovernmental Private grants Other revenue Miscellaneous Total revenue Expenditures Personal services Supplies Other services and charges Contingencies Total expenditures Excess (deficiency) of revenue over expenditures Fund balance (deficit) Beginning of year End of year Exhibit G -17 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 19,422 $ 13,408 $ (6,014) $ 18,069 9,145 - (9,145) - - - - 1,788 28,567 13,408 (15,159) 19,857 14,805 9,377 5,428 10,980 9,800 836 8,964 974 4,008 3,196 812 620 - 5,494 (5,494) - 28,613 18,903 9,710 12,574 (46) (5,495) (5,449) 7,283 5,495 5,495 - (1,788) L__5,.449 $ (5,449) $ 5,495 -76- CITY OF COLUMBIA HEIGHTS, MINNESOTA Adult Athletics Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Program revenue Expenditures Personal services Supplies Other services and charges Total expenditures Excess (deficiency) of revenue over expenditures Fund balance (deficit) Beginning of year Residual equity transfers End of year Exhibit G -18 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 16,855 $ 22,661 $ 5,806 $ 14,684 4,630 5,580 (950) 4,357 670 318 352 285 11,360 9,001 2,359 10,201 16,660 14,899 1,761 14,843 195 7,762 7,567 (159) -77- (159) (159) - - - (7,603) (7,603) - 36 - $ (36) 159) CITY OF COLUMBIA HEIGHTS Special Projects Fund Statement of Revenue, Expenditures, and Changes in Fund Balance Years Ended December 31, 1990 and 1989 Revenue Program revenue Other revenue Miscellaneous Contributions Total revenue Expenditures Personal services Supplies Other services and charges Total expenditures Excess (deficiency) of revenue over expenditures Fund balance (deficit) Beginning of year End of year -78- Exhibit G -19 1990 1989 $ 1,500 $ 273 - 1,147 6,508 8,700 8,008 10,120 211 - 43 8,000 11,185 8,000 11,439 8 (1,319) (8) 1,311 $ - $ (8) Assets Cash and investments Cash and cash equivalents Cash and investments in escrow Receivables Taxes Accounts Interest Loans Due from other governmental units Due from other funds Prepaid expenses Real estate held for resale i i Total assets Liabilities and Fund Equity Liabilities Accounts payable Insurance and taxes in escrow Construction escrow account Deposits Accrued salaries and withholdings payable Due to other governmental units Due to other funds Deferred revenue Accrued interest payable Total liabilities Fund equity Fund balance Reserved for community development Unreserved Undesignated Total fund equity Total liabilities and fund equity CITY OF COLUMBIA HEIGHTS, MINNESOTA Housing and Redevelopment Authority Funds Combining Balance Sheet As of December 31, 1990 (with Comparative Totals as of December 31, 1989) Exhibit G -20 680 696 $ 578,580 $ 102,342 $ 82,088 $ 1,443,706 $ 1,371,094 $ 24,345 $ 199,559 $ 4,466 $ 17,174 $ 245,544 $ 15,680 5,597 3,076 - - 8,673 4,657 153,025 200 4,418 - 4,618 4,000 6,640 - 1,476 - 8,116 6,130 71593 - 14,295 - 21,888 12,584 57,468 28,192 3,114 24,896 113,670 151,800 288,324 138,198 - - 426,522 405,413 57,712 - 57,712 47,210 389 K),481 42,0M 886,743 tSUU,499 151,450 1,373 - - 152,823 149,905 139279 207 982 16,861 290!729 i ',6i$ ____ 404,140 .1576,393 1--M.,-6-9-6 $ 578,580 $ 102,342 $ 82,088 $ 1,443,706 $ 1,371,094 HRA Special Revenue Totals o a County Community HRA Downtown Low Income Development General Development Housing Block Grant 1990 1989 $ 350,808 $ 60,314 $ 94,658 $ 8,708 $ 514,488 $ 533,443 - - - - - 153,025 2,716 - - - 2,716 2,174 308 - 275 - 583 333 1,625 285,608 138,198 - - 423,806 403,662 10,029 - - 48,785 58,814 30,226 29,748 281,294 4,321 24,595 339,958 145,259 1,479 361 3,088 - 4,928 2,934 - 98.413 - - _ 98,413 98.413 680 696 $ 578,580 $ 102,342 $ 82,088 $ 1,443,706 $ 1,371,094 $ 24,345 $ 199,559 $ 4,466 $ 17,174 $ 245,544 $ 15,680 5,597 3,076 - - 8,673 4,657 153,025 200 4,418 - 4,618 4,000 6,640 - 1,476 - 8,116 6,130 71593 - 14,295 - 21,888 12,584 57,468 28,192 3,114 24,896 113,670 151,800 288,324 138,198 - - 426,522 405,413 57,712 - 57,712 47,210 389 K),481 42,0M 886,743 tSUU,499 151,450 1,373 - - 152,823 149,905 139279 207 982 16,861 290!729 i ',6i$ ____ 404,140 .1576,393 1--M.,-6-9-6 $ 578,580 $ 102,342 $ 82,088 $ 1,443,706 $ 1,371,094 Exhibit G -21 CITY OF COLUMBIA HEIGHTS, MINNESOTA Housing and Redevelopment Authority Funds Combining Statement of Revenue, Expenditures, and Changes in Fund Balance Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) HRA Special Revenue Totals Anoka County Community HRA Downtown Low Income Development General Development Housing Block Grant 1990 1989 Revenue Taxes $ 64,348 $ - $ - $ - $ 64,348 $ 29,382 Intergovernmental 57,180 - 2,576 155,799 215,555 204,575 Interest 49,031 2,227 8,113 661 60,032 71,255 Other revenue Rents - 11,600 201,560 - 213,160 189,247 Reimbursements /contributions - 39,649 - - 39,649 65,281 Miscellaneous 9,286 1,929 4,895 1,000 17,110 24 668 Total revenue �,$� �5,4W �i"dd -x,$34 a$ Expenditures Personal services Administration 171,598 17,836 42,627 3,272 235,333 200,450 Other services and charges Utilities and maintenance operations - - 151,012 - 151,012 155,070 i Capital outlay o Property acquisitions /capital improvements 2,841 338,495 33,369 - 374,705 166,689 i Other expenditures Relocation assistance - 41 - - 41 10,610 Legal - 9,752 - - 9,752 12,036 Interest expense - - 10,503 - 10,503 11,182 Loans and grants 13,593 18,550 - 126,442 158,585 220,198 Miscellaneous - 3,278 - 26,942 30,220 40,892 Residual receipts payments - - - - - 16.672 Total expenditures i$$_b 'i 57 - '373ii 6T5b ;13i X799 Excess (deficiency) of revenue over expenditures (8,187) (332,547) (20,367) 804 (360,297) (249,391) Other financing sources Operating transfer in - 346,665 - - 346,665 - Excess (deficiency) of revenue and other financing sources over expenditures (8,187) 14,118 (20,367) 804 (13,632) (249,391) Fund balance Beginning of year 298,916 195,237 37,228 39,214 570,595 819,986 End of year LIL0,729 $ 209,355 $ 16,861 $ 40,018 $ 556,963 $ 570,595 CITY OF COLUMBIA HEIGHTS, MINNESOTA Housing and Redevelopment Authority General Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Taxes Intergovernmental Interest Other revenue Reimbursements /contributions Miscellaneous Total revenue Expenditures Administration Property acquisitions /capital improvements Loans made Miscellaneous expenses Total expenditures Excess (deficiency) of revenue over expenditures Fund balance (deficit) Beginning of year End of year Exhibit G -22 I 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 65,204 $ 64,348 $ (856) $ 29,382 63,348 57,180 (6,168) 55,182 48,921 49,031 110 36,733 16,493 - (16,493) - 400 9,286 8,886 20,793 194,366 179,845 (14,521) 142,090 191,559 171,598 19,961 152,355 2,540 2,841 (301) 475 - 13,593 (13,593) 185,000 267 - 267 318 194,366 188,032 6,334 338,148 (8,187) (8,187) (196,058) 298,916 298,916 - 494,974 298 916 290 729 $ (8,187) $ 298,916 -81- CITY OF COLUMBIA HEIGHTS, MINNESOTA Housing and Redevelopment Downtown Development Fund Statement of Revenue, Expenditures, and Changes in Fund Balance Years Ended December 31, 1990 and 1989 Revenue Interest Other revenue Rents Reimbursements /contributions Miscellaneous Total revenue Expenditures Administration Property acquisitions /capital improvements Relocation assistance Legal Loans and grants Miscellaneous Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources Operating transfer in Excess (deficiency) of revenue and other financing sources over expenditures Fund balance Beginning of year End of year -82- Exhibit G -23 1990 1989 $ 2,227 $ 23,772 11,600 - 39,649 65,281 1,929 1,500 55,405 90,553 17,836 3,146 338,495 99,727 41 10610 9,752 12,036 18,550 - 3,278 727 387,952 126,246 (332,547) (35,693) 346,665 - 14,118 (35,693) 195,237 230,930 $ 209,355 $ 195,237 CITY OF COLUMBIA HEIGHTS, MINNESOTA Housing and Redevelopment Authority Low Income Housing Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Intergovernmental Interest Other revenue Rents Miscellaneous Total revenue Expenditures Administration Utilities and maintenance operations Property acquisitions /capital improvements Interest expense Residual receipt payments Total expenditures Excess (deficiency) of revenue over expenditures Fund balance Beginning of year End of year Exhibit G -24 I -83- 37,228 37,228 - 63,732 14 568 1 6 861 $ 2,293 37,229 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 2,500 $ 2,576 $ 76 $ 2,815 7,990 8,113 123 10,276 194,080 201,560 7,480 189,247 2,400 4.895 2.495 2,375 206,970 217,144 10,174 204,713 42,570 42,627 (57) 37,263 154,750 151,012 3,738 155,070 32,310 33,369 (1,059) 11,030 - 10,503 (10,503) 11,182 - - - 16,672 229.630 237,511 (7,881) 231,217 (22,660) (20,367) 2,293 (26,504) -83- 37,228 37,228 - 63,732 14 568 1 6 861 $ 2,293 37,229 CITY OF COLUMBIA HEIGHTS, MINNESOTA Housing and Redevelopment Authority Anoka County Community Development Block Grant Statement of Revenue, Expenditures, and Changes in Fund Balance Years Ended December 31, 1990 and 1989 Revenue Intergovernmental Interest Miscellaneous Total revenue Expenditures Administration Loans and grants Property acquisitions /capital improvements Miscellaneous Total expenditures Excess (deficiency) of revenue over expenditures Fund balance Beginning of year End of year -84- Exhibit G -25 1990 1989 $ 155,799 661 1,000 157,460 3,272 126,442 26,942 156,656 804 $ 146,578 474 147,052 7,686 35,198 55,457 39,847 138,188 8,864 39,214 30,350 $ 40,018 $ 39,214 DEBT SERVICE FUNDS ' Debt Service Funds are used to account for the collection of tax levies and other revenues and to record the payment of principal and interest on outstanding general obligation bonds. Exhibit H -1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Debt Service Funds Combining Balance Sheet As of December 31, 1990 (with Comparative Totals as of December 31, 1989) Special Capital Assessment Tax Tax Tax Tax Increment Tax Increment Appreciation Totals Refunding Increment Increment Increment Refunding Taxable Bonds Bonds of 1987 Bonds of 1980 Bonds of 1984 Bonds of 1985 Bonds of 1987 Bonds of 1987 of 1990 1990 1989 Assets Cash and investments Temporary investments $ 1,179,412 $ 2,117,510 $ - $ - $ - $ - $ - $ 3,296,922 $ 3,725,023 Deposited with fiscal agents - 57,943 - - 57,943 9,185 Total cash and investments 1,179,412- 2,175,453 - - - - - 3,354,865 3,734,208 Cash and investments in escrow - - - - 1,800,000 - - 1,800,000 8,863,500 Receivables Special assessments Unremitted - - - _ _ _ - - 1,069 co Delinquent 109,928 - - - - - - 109,928 97,030 to Deferred 591,415 - - - - - - 591,415 1,282,047 Taxes Unremitted - 3,847 - - - - - 3,847 - Delinquent - 219,256 - - - - - 219,256 61,120 Interest 31,453 43,480 - - - 74,933 85,557 Total assets $ 1,912,208 L_2,442 ,036 $ - $ - $ 1,800,000 $ - $ - $ 6,154,244 $ 14,124,531 Liabilities and Fund Equity Liabilities Deferred revenue Property taxes - delinquent $ - $ 219,256 $ - $ - $ - $ - $ - $ 219,256 $ 61,120 Special assessments 701,343 - - - - - - 701,343 1,379,077 Due to other governmental units - - - - - - - - 9,218 Accrued interest payable - 57.943 - - - 57,943 9,185 Total liabilities 701,343 277,199 - - - - - 978,542 1,458,600 Fund equity Fund balance Designated for debt service 1,210,865 2.164.837 - - 1,800,000 - 5,175,702 12,665,931 Total liabilities and fund equity $ 1.912,208 $ 2,442.036 $ - $ - $ 1.800,000 $ $ 1__§154..244 $ 14,124,531 Revenue Tax increments Special assessments Intergovernmental Interest Other revenue Total revenue Expenditures Debt service Principal payment Interest and focal charges Miscellaneous Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources (uses) Bond proceeds I Bond retirements Operating transfers in I Operating transfers (out) Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over expenditures and other financing uses Fund balance Beginning of year Residual equity transfers End of year Exhibit H -2 CITY OF COLUMBIA HEIGHTS, MINNESOTA Debt Service Funds Combining Statement of Revenue, Expenditures, and Changes in Fund Balance Year ended December 31, 1990 (with Comparative Totals as of December 31, 1989) Special Capital Housing and Assessment Tax Tax Tax Tax Increment Tax Increment Appreciation Redevelopment Totals Refunding Increment Increment Increment Refunding Taxable Bonds Authority Debt Bonds of 1987 Bonds of 1980 Bonds of 1984 Bonds of 1985 Bonds of 1987 Bonds of 1987 of 1990 Service 1990 1989 $ - $ 1,084,158 $ $ $ $ $ $ $ 1,084,158 $ 1,009,449 368,044 95,366 463,410 736,662 - 5,236 5,236 205,099 93,216 128,860 370,396 83,733 676,205 862,517 23,302 8,490 31,792 5,463 484,562 1,322,110 370,396 83,733 2,260,801 2,819,190 265,000 350,000 115,000 50,000 - - 780,000 715,000 98,402 447,213 57,117 163,496 619,465 97,992 40,931 70,65 0 1,595,266 1,684,343 4,845 89,289 94,134 368,247 886,502 172,117 213,496 619,465 97,992 40,931 70,650 2,469,400 2,399,343 116,315 435,608 (172,117) (213,496) (249,069) (97,992) (40,931) 13,083 (208,599) 419,847 2,363,724 2,400,000 4,763,724 - (6,925,000) - - - - - (2,400,000) (9,325,000) - 7,063,500 172,117 213,496 93,136 97,992 13,083 7,653,324 498,218 (387,785) (576,741) (7,063,500 (2,335,87q (13,083) (10,376,98 (1,251.50A (387.78A (438.24D 172,117 213,496 (6,970,360 97,992 40,931 (13,083) (7,284,9371 (753,2831 (271,470) (2,633) (7,219,433) (7,493,536) (333,436) 1,482,335 2,164,163 9,019,433 - 12,665,931 - 3,307 3,307 12,999,367 $ 1,210.865 1 2,164,837 S S $ 1,800,000 $ 5,175,70 65931 , CITY OF COLUMBIA HEIGHTS, MINNESOTA Special Assessment Refunding Bonds of 1987 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Special assessments Interest Other revenue Miscellaneous Total revenue Expenditures Debt service Principal payment Interest and fiscal charges Miscellaneous Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources (uses) Operating transfers in Operating transfers (out) Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over expenditures and other financing uses Fund balance (deficit) Beginning of year End of year Exhibit H -3 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ - $ 368,044 $ 368,044 $ 641,297 93,216 93,216 119,983 23,302 23,302 - 484,562 484,562 761,280 265,000 265,000 - 260,000 99,440 98,402 1,038 113,408 - 4,845 (4,845 - 364,440 368,247 (3,807) 373,408 (364,440) 116,315 480,755 387,872 364,440 - (364,440) - - (387,785) (387,785) (753,283) 364,440 (387,785) (752,225) (753,283) - (271,470) (271,470) (365,411) 1,482,335 1,482,335 - 1,847,746 $ 1,482,335 L1,210.,865 $ (271,470) $ 1,482,335 -87 -. Exhibit H-4 CITY OF COLUMBIA HEIGHTS, MINNESOTA ' Tax Increment Bonds of 1980 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual ' Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual Revenue Tax increments $ 1,308,300 $ 1,084,158 $ (224,142) $ 1,009,449 Special assessments 95,366 95,366 - - Intergovernmental 200,000 5,236 (194,764) 205,099 Interest 128,860 128,860 128,521 Other revenue Proceeds from sales of land - 6,010 6,010 5,463 Miscellaneous - 2,480 2,480 - ' Total revenue 1,603,666 1,322,110 (281,556) 1,348,532 Expenditures Debt service Principal payment Interest and fiscal charges Miscellaneous Redevelopment tax increment Multi -use redevelopment plan Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources (uses) Bond retirements Operating transfers in Operating transfers (out) Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over expenditures and other financing uses Fund balance (deficit) Beginning of year Residual equity transfers End of year 350,000 350,000 - 300,000 440,475 447,213 (6,738) 613,704 - 60,000 (60,000) - - 29,289 (29,289) - 790,475 886,502 (96,027) 913,704 813,191 435,608 (377,583) 434,828 (6,925,000) (6,925,000) - - 7,219,433 7,063,500 (155,933) - (738,468) (576,741) 161,727 (498,218) (444,035) (438,241) 5,794 (498,218) 369,156 (2,633) (371,789) (63,390) 2,164,163 2,164,163 - 2,227,553 - 3,307 3,307 - $ 2,533,319 $ 2,164,837 $ (368,482) $ 2,164,163 -88- CITY OF COLUMBIA HEIGHTS, MINNESOTA Tax Increment Bonds of 1984 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Expenditures Debt service Principal payment Interest and fiscal charges Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources Operating transfers in Excess of revenue and other financing sources over expenditures Fund balance Beginning of year End of year Exhibit H -5 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ 115,000 $ 115,000 $ - $ 105,000 58,355 57,117 1,238 68,602 173,355 172,117 1,238 173,602 (173,355) (172,117) 1,238 (173,602) 173,355 172,117 (1,238) 173,602 -89- CITY OF COLUMBIA HEIGHTS, MINNESOTA Tax Increment Bonds of 1985 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Expenditures Debt service Principal payment Interest and fiscal charges Total expenditures Excess (deficiency) of revenue over expenditures Other financing sources Operating transfers in Excess of revenue and other financing sources over expenditures Fund balance Beginning of year End of year Exhibit H-6 1990 1989 Variance Favorable Bud -get Actual (Unfavorable) Actual $ 50,000 $ 50,000 $ - $ 50,000 165,640 163,496 2,144 169,191 215,640 213,496 2,144 219,191 (215,640) (213,496) 2,144 (219,191) 215,640 213,496 (2,144) 219,191 .1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Tax Increment Refunding Bonds of 1987 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Revenue Special assessments Interest from escrow Total revenue Expenditures Debt service Interest and fiscal charges Excess (deficiency) of revenue over expenditures Other financing sources (uses) Operating transfers in Operating transfers (out) Total other financing sources (uses) Excess (deficiency) of revenue and other financing sources over expenditures and other financing uses Fund balance Beginning of year End of year Exhibit H -7 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual $ - $ - $ - $ 95,365 369,540 370,396 856 614,013 369,540 370,396 856 709,378 620,827 619,465 1,362 620,686 (251,287) (249,069) 2,218 88,692 250,333 93,136 (157,197) 6,673 (7,219,433) (7,063,500) 155,933 - (6,969,100) (6,970,364) (1,264) 6,673 (7,220,387) (7,219,433) 954 95,365 9,019,433 9,019,433 - 8,924,068 $ 1,799,046 $ 1,800,000 $ 954 $ 9,019,433 -91- CITY OF COLUMBIA HEIGHTS, MINNESOTA Tax Increment Taxable Bonds of 1987 Fund Statement of Revenue, Expenditures, and Changes in Fund Balance - Budget (GAAP Basis) and Actual Year Ended December 31, 1990 (with Comparative Actual Amounts for Year Ended December 31, 1989) Expenditures Debt service Interest and fiscal charges Excess (deficiency) of revenue over expenditures Other financing sources Operating transfers in Excess of revenue and other financing sources over expenditures Fund balance Beginning of year End of year Exhibit H -8 1990 1989 Variance Favorable Budget Actual (Unfavorable) Actual 99,14 97,992 $ 1,148 98,752 (99,140) (97,992) 1,148 (98,752) -92- 99,140 97,992 (1,148) 98,752 - CAPITAL PROJECT FUNDS ' Capital Project Funds are maintained to account for the construction of major capital facilities. Project applications 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. Exhibit I -1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Capital Project Funds Combining Balance Sheet As of December 31, 1990 (with Comparative Totals as of December 31, 1989) Capital Improve - Capital Water Downtown Sullivan Murzyn ment Capital Huset Capital Improve - Capital Surface Land Columbia Late Capital Capital Hail Govern- Improve- Park Improve- ment Improve- Manage- Senior Aquisi- Park Develop- Improve- Improve- Renovs- ment ment Hazardous ment Replace- ment went Housing tion Clinic ment ment ment tion Building Parks Cleanup Projects ment Totals Fund 401 Fund 403 Fund 404 Fund 405 Fund 406 Fund 407 Fund 408 Fund 409 Fund 410 Fund 411 Fund 412 Fund 413 Fund 415 Fund 431 1990 1989 Assets Cash and temporary investments $ - S 20,971 S 2,268,997 S 85,900 S - S - $ 5,931 S - $ - S 247,221 S 332,895 S 32,059 S 112,561 $ 2,437,867 S S,S44,402 f 582,751 Interest receivable - - 24,445 2,200 - - - - - 7,151 659 753 - - 35,208 9,299 Due from other funds - - - - - - - _ 81,315 81,315 Total assets S - $ 20,971 S 2,293,442 S 88,100 $ - S - S 5,931 S - S - S 254,372 $ 333,554 $ 32,812 S 112,561 $ 2,519,182 S 5,660,925 $ 592,050 Liabilities and Fund Balance Liabilities Accounts payable S 16,400 $ - $ - $ 1,049 $ - S - $ - $ - S - $ 1,395 $ - $ 767 S 38 $ - S 19,649 $ 17,382 Contracts payable - t9 retained percentages 8,052 - - - - - _ _ _ _ _ - 11,494 _ 19,546 27,051 W Accrued salaries and 1 withholdings payable - - - 27 - _ _ _ _ _ _ _ _ _ 27 447 Due to other funds 81,315 - 231,783 - - - - - 313,098 Total liabilities 105,767 - 231,783 1,076 - - - - - 1,395 - 767 11,532 - 352,320 44,880 Fund balance (deficit) Unreserved Designated for subsequent years expenditures - - 2,061,659 - - - - - - - 302,000 - - 56,991 2,420,650 1,498 Undesignated (105,767) 20,971 - 87,024 - - 5,931 - - 252,977 31,SS4 32,045 101,029 2,462,191 2,887,955 545,672 Total fund balance (deficit) (105,767) 20,971 2,061,659 87,024 - - 5,931 - - 252,977 333,554 32,045 101,029 2,519,182 5,308,605 547,170 Total liabilities and fund balance S - S 20,971 S 2,293,442 S 88,100 $ - S - S 5,931 $ - S - S 254,372 $ 333,554 S 32,812 S 112,561 $ 2,519,182 $ 5,660,925 S 592,050 Exhbit I -2 CITY OF COLUMBIA HEIGHTS, MINNESOTA Capital Project Funds Combining Statement of Revenue, Expenditures, and Changes in Fund Balance Year Ended December 31,1990 (with Comparative Totals for Year Ended December 31,1989) Capital Improve- Capital Water Downtown Sullivan Murzyn ment Capital Huset Capital Improve - Capital Surface Land Columbia Lake Capital Capital Hall Govern- Improve- Park Improve- ment Improve- Manage- Senior Aquisi- Park Develop- Improve- Improve- Renova- ment ment Hazardous ment Replace- ment ment Housing tion Clinic ment ment ment tion Building Parks Cleanup Projects ment Totals Fund 401 Fund 403 Fund 404 Fund 405 Fund 406 Fund 407 Fund 408 Fund 409 Fund 410 Fund 411 Fund 412 Fund 413 Fund 415 Fund 431 1990 1989 Revenue Interest earned on investments T - T - T 72,448 T 6,519 T - T - T - T - T - T 21,193 T 1,952 T 2,230 T - T - T 104,342 T 27,006 Other revenue Miscellaneous 321,101 - - - - - - 664 - - - - 118,579 - 440,344 485,299 Private grants - 20,971 - - - - - _ _ _ _ _ - - 20,971 - Contributions - - - - _ _ _ _ _ _ _ 26,500 Total revenue 321,101 20,971 72,448 6,519 - - - 664 - 21,193 1,952 2,230 118,579 - 565,657 538,805 Expenditures Other Project expenditures 567,894 - - 5,291 - - - 84,347 - 22,490 23,326 5,145 426,274 260,818 1,395,585 1,171,828 I 0 Excess (defi- ciency) of revenueover expenditures (246,793) 20,971 72,448 1,228 - - - (83,683) - (1,297) (21,374 (2,915) (307,695) (260,816) (829,928) (633,023) Other financing sources (uses) Operating transfers in 128,762 - 2,306,064 - - - - 87,190 - - 329,928 5,000 327,355 2,780,000 5, %4,299 1,283,557 Operating transfers (out) - - (316,853) - - - - - _ _ _ - (316,853) (3,500) Total other financing sources (uses) 128,762 - 1,989,211 - - - - 87,190 - - 329,928 5,000 327,355 2,780,000 5,647,446 1,280,057 Excess (defi- ciency) of revenue and other financing sources over expenditures and other financing uses (118,031) 20,971 2,061,659 1,228 - - - 3,507 - (1,297) 308,554 2,085 19,660 2,519,182 4,817,518 647,034 Fund balance (deficit) Beginning of year 93,633 - - 85,796 3,034 273 5,931 (3,507) 16,336 290,714 25,000 29,960 - - 547,170 (99,864) Residual equity transfers (81,369) - - - (3,034) (273) - - (16,336) (36,440) - 81,369 - (56,083) End of year T (10,767 , 87024 _$5 931 S - T - T 252,977 333554 101.029 T 2,519182 T 5,308605 $ 54,7170 ' ENTERPRISE FUNDS ' The authority for these types of funds is derived from Section 69(b) of the City Charter which allows for Utility or other Public Service Enterprise Funds. The Enterprise Funds are a member of the Proprietary Fund Type category, and as such are accounted ' for on the accrual basis of accounting. Revenue in the Enterprise Funds is recognized when it is earned and expenses are recognized when they are incurred. The Enterprise Funds are used to account for operations that are either financed and operated in a manner similar to private business enterprises or where the governing body has decided that periodic determination of revenue earned, expenses incurred, and /or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Assets Current assets Cash and investments (deficit) Cash and cash equivalents Temporary investments Total cash and investments Receivables Accounts Interest Due from other governmental units, current portion Inventory, at cost Prepaid expense Total current assets Long -term assets Due from other governmental units, net of current portion Fixed assets Land i Buildings 10 Improvements other than buildings � Machinery and equipment Office furniture and fixtures Less accumulated depreciation Net fixed assets Total assets Current liabilities Liabilities and Fund Equity Accounts payable Accrued salaries and withholdings payable Due to other governmental units Total current liabilities Fund equity Contributed capital Pro rt y owners /customers Federal Total contributed capital Retained earnings Reserved for capital replacement /construction Unreserved Total retained earnings Total fund equity Total liabilities and fund equity M M M M M CITY OF COLUMBIA HEIGHTS, MINNESOTA Enterprise Funds Combining Balance Sheet As of December 31, 1990 (with Comparative Totals as of December 31, 1989) Exhibit J -1 Totals Water Sewer Refuse Liquor 199U 1989 $ 111,273 $ (13,071) $ 5,882 $ 52,054 $ 156,138 $ 361,942 600,000 �7if;Z73 2,000,000 - 300,000 34 2 900 000 3,600,000 �i8b92i -3-Im �b;i38 155,518 171,504 325,004 150 652,176 612,641 16,985 61,047 1,944 29,556 109,532 111,267 36,846 63,495 204 100,545 63,473 2,347 - - 440,864 443,211 427,089 - 51,642 Z,�7ib8 - - 8T£,S�S 51 642 50,908 3Z5 '- �,413;2dd �ZZ7;3� - 172,874 - - 172,874 180,644 45,223 36,586 - 13,051 94,860 94,860 233,236 45,690 - 183,522 462,448 422,814 2,566,779 2,976,139 2,890 99,369 5,645,177 5,366,496 166,857 293,934 175 144,774 605,740 541,197 - 46,372 -J;. 47,093 440 -3;M 23.732 117,637 70,263 3,WNS9457 ' �;4d8 �3;8b7. 3 Ti3 f �;d93Lb3D 3 �b385 , x-`b $ 2,532,508 $ 4,195,591 $ 398,722 $ 1,074,388 $ 8,201,209 $ 8,765,573 $ 58,112 $ 34,840 $ 176 $ 128,778 $ 221,906 $ 1939244 15,564 14,174 - 22,518 52,256 47,080 7,287 - �M - -1 45,542 i9f;S38 52,829 35 447 X63 /6 - 3�'6;i91 771 4569396 784,942 - - 1,241,338 1,306,567 - 453, - - 784,942 - - - 453,000 ,694;3'38 453,000 idtl',3'9b - 720,000 2,235,000 - - 29955,000 - 822.149 1.126,635 398.546 877,550 3.224.880 6.730.235 $ 2,532,508 $ 4,195,591 $ 3981722 $ 1,074,388 $ 8,201,209 $ 8,765,573 M M M = M M M M M M M i CITY OF COLUMBIA HEIGHTS, MINNESOTA Enterprise Funds Combining Statement of Revenue, Expenses, and Changes in Retained Earnings Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) Operating revenue Charges for services Customer service Penalties Sewer service charges Interceptor maintenance Refuse service charge Charges for sales Water Meter Liquor Beer Wine Other Intergovernmental Total operating revenue Operating expenses Cost of sales and services Distribution Administration Collection and disposal Recycling Hazardous waste Cost of goods sold Operating expense Depreciation Total operating expenses Operating income (loss) Nonoperating revenue (expense) Interest income Miscellaneous revenue Miscellaneous expense Total nonoperating revenue (expense) Income (loss) before operating transfers Operating transfers in Operating transfers (out) Net operating transfers Net income (loss) Credit for depreciation on contributed assets Retained earnings Beginning of year Residual equity transfer Water Sewer Refuse Liquor $ 7,814 $ - $ - $ - 21,130 - - - - 692,697 - - 1,456,042 - 723,219 - - - 4,412 - - - - - 1,285,812 - - 2,017,499 - - 404,806 - - 520,870 103 465 - i, 692,697 4 Exhibit J -2 Totals 1990 1989 $ 7,814 $ 3,625 21,130 14,800 692,697 854,443 - 21,800 1,456,042 875,775 723,219 857,507 4,412 3,634 1,285,812 1,179,315 2,017,499 1,861,438 404,806 383,775 520,870 270,721 103,465 7,237,766 42 146 6,368:979' 358,512 633,162 - - 991;674 1,033,267 257,788 203,519 - - 461,307 463,643 8,715 8,463 13,597 - 30,775 25,808 - - 1,258,272 - 1,258,272 740,402 - - 22,346 - 22,346 58,745 - - 23 - 23 9,555 - - - 3,490,170 3,490,170 3,015,661 - - - 446,017 446,017 417,605 62 779 9� 90.035 X3551119 351 31,291 184 456 88 40 170 857 4 �433,4.36 6:478 X89 7$ 261,3U9 264,918 352,726 50,337 188,729 5,762 87,594 332,422 323,178 50 607 4,996 5,783 16,682 X1300 L2,655 �,__. ) 49.403 1 �( 3�) 90,999 0 �14,223 118,184 688,276 720,000 2,235,000 - - 2,955,000 - 805 15 2 320 02 (62,399) (1,071, 2 (160.358 (85,027) 62.399 1(718,769) x(4,2558,,,860) 30) (615,5 560,8 26,294 38,935 - 1,482,828 3,461,430 189,658 1,596,319 65,229 65,229 6,730,235 6,090,492 - (10,351) End of year $ 1,542,149 $ 3,361,635 $ 398,546 $ 877,550 $ 6,179,880 $ 6,730,235 Cash flows from operating activities Cash received from customers Cash paid to suppliers for goods and services Cash payments to employees for services Miscellaneous revenue Miscellaneous expense Net cash provided (used) by operating activities Cash flows from noncapital financing activities Residual equity transfer Operating transfers (out) to other funds Net cash used by noncapital 10 financing activities i Cash flows from capital and related financing activities Acquisition of fixed assets Disposition of fixed assets Net cash provided (used) by capital and related financing activities Cash flows from investing activities Net proceeds from sale of investments Interest received on investments Net payments for investments Net cash provided by investing activities Net increase (decrease) in cash and cash equivalents Cash and cash equivalents (deficit) Beginning of year End of year Exhibit J -3 CITY OF COLUMBIA HEIGHTS, MINNESOTA Enterprise Funds Combining Statement of Cash Flows Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) Totals Water Sewer Refuse Liquor 1990 1989 $ 806,863 $ 773,779 $ 1,359,610 $ 4,228,677 $ 7,168,929 $ 6,284,219 (456,484) (693,257) (1,294,001) (3,653,022) (6,096,764) (5,262,516) (170,868) (126,972) (762) (270,854) (569,456) (538,113) 130 50 607 4,996 5,783 16,682 (1,064) - - (1,591) (2,655) (28,073) 178,577 (46,400) 65,454 308,206 505,837 472,199 (10,351) (85,157) (85,027) (62,399) (1,071,277) (1,303,860) (160,358), (85,157) (85,027) (62,399) (1,071,277) (1,303,860) (170,709) (86,493) (357,615) - (3,070) (447,178) (376,971) - - 3.593 1.647 5.240 4,184 (86,493) (357,615) 3,593 (1,423) (441,938) (372,787) - - - 700,000 700,000 - 50,798 194,593 5,031 83,735 334,157 211,911 - - - - - (200,000) 50,798 194.593 5.031 783.735 1.034.157 11.911 57,725 (294,449) 11,679 19,241 (205,804) (59,386) 53,548 281,378 (5,797) 32,813 361,942 421,328 $ 111,273 $ (13,071) 5,882 $ 52,054 $ 156,138 $ 361,942 (continued) M M M M M M M r M M= M M i M M M= r M i ti .D k W O z z x O w x as 0 U w ' O U 1 � i •� M oNO l\ e} P 0p0 l� O M fn 000 m �N� b�h��� ~MM Qq oo tn � venfmm NN� M •-+ %0 � oo kn � `N-� 0000 emn N v � C4 In O O\ M -M v � v ..i � 00 iR !:! ~ 00 1 O� M N �D et Q 0000 .-- •�" fA M 000 1� m Goo M M 1 00 wl � O �t �A v r•+ � O w 3 •ri w o �'Dr O� 00 000 0 ENO M �D w�,� W 00 �O� N 00 en � w o A �WH n ca i, to U U to .. qq 3 C e4 �i 9 to 00 .. b F h V 04 Q y -98- Exhibit 7 -4 CITY OF COLUMBIA HEIGHTS, MINNESOTA Water Utility Fund 108,155 $ - $ 111,273 $ Balance Sheet - As of December 31, 1990 600,000 (with Comparative Totals as of December 31, 1989) Capital 653,548 Equip- Capital ment Construc- Operating Replace- tion Totals Account went Account 1990 1989 Assets Current assets Cash and investments Cash and cash equivalents Temporary investments Total cash and investments Receivables Accounts Interest Inventories Total current assets Fixed assets Land Buildings Improvements other than buildings Machinery and equipment Office furniture and fixtures Less accumulated depreciation Net fixed assets Total assets $ 3,118 $ 108,155 $ - $ 111,273 $ 53,548 - - 600,000 600,000 600,000 3,118 108,155 600,000 711,273 653,548 155,518 - - 155,518 205,806 16,985 - - 16,985 17,446 2,347 - - 2,347 2,955 177,968 108,155 600,000 886,123 879,755 45,223 - - 45,223 45,223 233,236 - - 233,236 213,204 2,566,779 - - 2,566,779 2,554,365 155,012 11,845 - 166,857 134,527 46,372 - - 46,372 31,263 3,046,622 11,845 - 3,058,467 2,978,582 1,412,082 - - 1,412,082 1,355,911 1,634,540 11,845 - 1,646,385 1,622,671 $ 1,812,508 $ 120,000 600,000 $ 2,532,508 $ 2,502,426 Liabilities and Fund Equity Current liabilities Accounts payable $ 58,112 $ - $ - $ 58,112 $ 64,898 Accrued salaries and withholdings payable 15,564 - - 15,564 16,626 Due to other governmental units 7,287 - - 7,287 2,384 Total current liabilities 80,963 - - 80,963 83,908 Fund equity Contributed capital Property owners 456,396 - - 456,396 482,690 Federal funds 453,000 - - 453,000 453,000 Total contributed capital 909,396 - - 909,396 935,690 Retained earnings Reserved for capital replacement/ construction - 83,940 600,000 683,940 - Unreserved 822,149 36,060 - 858,209 1,482,828 Total retained earnings 822,149 120,000 600,000 1,542,149 1,482,828 Total fund equity 1,731,545 120,000 600,000 2,451,545 2,418,518 Total liabilities and fund equity 1,812,508 $ 120,000 $ 600,000 $ 2,532,508 $ 2,502,426 -99- Exhibit J -5 CITY OF COLUMBIA HEIGHTS, MINNESOTA Water Utility Fund Statement of Revenue, Expenses and Changes in Retained Earnings Year Ended December 31,1990 (with Comparative Totals for Year Ended December 31,1989) Capital Equip- Capital ment Construc- Operating Replace- tion Totals Account ment Account 1990 1989 Operating revenue Charges for services Customer services Penalties Charges for sales Water sales Meter sales Total operating revenue Operating expenses Cost of sales and services Distribution Administration Depreciation Total operating expenses Operating income Nonoperating revenue (expense) Interest income Miscellaneous revenue Miscellaneous expense Total nonoperating revenue (expense) Income before operating transfers Operating transfers in Operating transfers (out) Net operating transfers Net income (loss) Credit for depreciation on contributed assets Retained earnings Beginning of year End of year $ 7,814 $ 21,130 723,219 4,412 756,575 $ 7,814 $ 3,625 21,130 14,800 - 723,219 857,507 4,412 3,634 756,575 879,566 358,512 - - 358,512 479,146 257,788 - - 257,788 299,716 8,715 - - 8,715 8,834 62,779 - - 62,779 56,391 687,794 - - 687,794 844,087 68,781 - - 68,781 35,479 50,337 - - 50,337 50,672 130 - - 130 7,204 (1,064) - - (1,064 )7 49,403 - - 49,403 33,129 118,184 - - 118,184 68,608 - 120,000 600,000 720,000 - (805,157) - - (805,157) (27,806) (805;157) 120,000 600,000 (85,157) (27,806) (686,973) 120,000 600,000 33,027 40,802 26,294 - - 26,294 26,294 1,482,828 - - 1,482,828 1,415,732 $ 822,149 $ 120,000 $ 600,000 $ 1,542,149 $ 1,482,828 11 Exhibit J-6 CITY OF COLUMBIA HEIGHTS, MINNESOTA Water Utility Fund Statement of Cash Flows Years Ended December 31, 1990 and 1989 1990 1989 Cash flows from operating activities Cash received from customers $ 806,863 $ 864,580 Cash payments to suppliers for goods and services (456,484) (572,354) Cash payments to employees for services (170,868) (187,059) Miscellaneous revenue 130 7,204 Miscellaneous expense (1,064) (24,747) Net cash provided by operating activities 178,577 87,624 Cash flows from noncapital financing activities Operating transfers (out) to other funds (85,157) (27,806) Cash flows from capital and related financing activities Acquisition of fixed assets (86,493) (103,805) Cash flows from investing activities Interest received on investments 50,798 33,226 Net increase (decrease) in cash and cash equivalents 57,725 (10,761) Cash and cash equivalents Beginning of year 53,548 64,309 End of year $ 111,273 $ 53,548 (continued) -101- CITY OF COLUMBIA HEIGHTS, MINNESOTA Water Utility Fund Statement of Cash Flows (continued) Years Ended December 31, 1990 and 1989 Reconciliation of Operating Income to Net Cash Provided by Operating Activities Operating income Adjustments to reconcile operating income to net cash provided by operating activities Miscellaneous revenue Miscellaneous expense Depreciation expense Changes in assets and liabilities (Increase) decrease in accounts receivable Decrease in inventories Increase (decrease) in accounts payable Increase (decrease) in accrued salaries and withholdings payable Increase in due to other governmental units Total adjustments Net cash provided by operating activities -102- Exhibit J-6 1990 1989 $ 68,781 $ 35,479 130 7,204 (1,064) (24,747) 62,779 56,391 50,288 (14,986) 608 84 (6,786) 21,169 (1,062) 6,772 4,903 258 109,796 52,145 d` 11 O r"7'7 d• O^f el% A Exhibit J -7 CITY OF COLUMBIA HEIGHTS, MINNESOTA Sewer Utility Fund 223,155 Balance Sheet $ 281,378 As of December 31, 1990 - (with Comparative Totals as of December 31, 1989) Capital (236,226) Equip- Capital ment Construc- Operating Replace- tion Totals Account went Account 1990 1989 Assets Current assets Cash and investments (deficit) Cash and cash equivalents Temporary investments Total cash and investments Receivables Accounts Interest Due from other governmental units, current portion Prepaid expense Total current assets Long -term assets Due from other governmental units, net of current portion Fixed assets Land Buildings Improvements other than buildings Machinery and equipment Office furniture and fixtures Less accumulated depreciation Net fixed assets Total assets $ (236,226) $ 223,155 $ - $ (13,071) $ 281,378 - - 2,000,000 2,000,000 2,000,000 (236,226) 223,155 2,000,000 1,986,929 2,281,378 171,504 - - 171,504 237,001 61,047 - - 61,047 66,911 36,846 - - 36,846 44,661 51,642 - - 51,642 50,908 84,813 223,155 2,000,000 2,307,968 2,680,859 172,874 - - 172,874 180,644 36,586 - - 36,586 36,586 45,690 - - 45,690 26,940 2,976,139 - - 2,976,139 2,709,872 282,089 11,845 - 293,934 259,707 47,093 - - 47,093 15,047 3,387,597 11,845 - 3,399,442 3,048,152 1,684,693 - - 1,684,693 1,600,983 1,702,904 11,845 - 1,714,749 1,447,169 $ 1,960,591 $ 235,000 $ 2,000,000 $ 4,195,591 $ 4,308,672 Liabilities and Fund Equity Current liabilities Accounts payable $ 34,840 $ Accrued salaries and withholdings payable 14,174 Total current liabilities 49,014 Fund equity Contributed capital Customers Retained earnings Reserved for capital replacement/ construction Unreserved Total retained earnings Total fund equity Total liabilities and fund equity $ - $ 34,840 $ 9,708 14,174 13,657 49,014 23,365 784,942 - - 784,942 823,877 - 198,940 2,000,000 2,198,940 - 1,126,635 36,060 - 1,162,695 3,461,430 1,126,635 235,000 2,000,000 3,361,635 3,461,430 1,911,577 235,000 2,000,000 4,146,577 4,285,307 $ 1,960,591 $ 235,000 $ 2,000,000 $ 4,195,591 $ 4,308,672 -103- Exhibit J -8 CITY OF COLUMBIA HEIGHTS, MINNESOTA Sewer Utility Fund Statement of Revenue, Expenses and Changes in Retained Earnings Year Ended December 31,1990 (with Comparative Totals for Year Ended December 31, 1989) Capital Equip- Capital ment Construc- Operating Replace- tion Totals Account ment Account 1990 1989 Operating revenue Charges for sales and services Sewer service charges Interceptor maintenance Total operating revenue Operating expenses Cost of sales and services Distribution Administration Depreciation Total operating expenses Operating income (loss) Nonoperating revenue (expense) Interest income Miscellaneous revenue Total nonoperating revenue (expense) Income (loss) before operating transfers Operating transfers in Operating transfers (out) Net operating transfers Net income (loss) Credit for depreciation on contributed assets Retained earnings Beginning of year End of year $ 692,697 $ - $ - $ 692,697 $ 854,443 - - - - 21,800 692,697 - - 692,697 876,243 633,162 - - 633,162 554,121 203,519 - - 203,519 163,015 8,463 - - 8,463 8,833 90,035 - - 90,035 80,704 935,179 - - 935,179 806,673 (242,482) - - (242,482) 69,570 188,729 - - 188,729 201,801 50 - - 50 569 188,779 - - 188,779 202,370 (53,703) - - (53,703) 271,940 - 235,000 2,000,000 2,235,000 - (2,320,027) - - (2,320,027) (27,807) (2,320,027) 235,000 2,000,000 (85,027) (27,807) (2,373,730) 235,000 2,000,000 (138,730) 244,133 38,935 - - 38,935 38,935 3,461,430 - - 3,461,430 3,178,362 $ 1,126,635 $ 235,000 $ 2,000,000 $ 3,361,635 $ 3,461,430 OII-FM Exhibit J -9 CITY OF COLUMBIA HEIGHTS, MINNESOTA Sewer Utility Fund Statement of Cash Flows Years Ended December 31, 1990 and 1989 1990 1989 Cash flows from operating activities Cash received from customers $ 773,779 $ 808,433 Cash payments to suppliers for goods and services (693,257) (648,237) Cash payments to employees for services (126,972) (101,716) Miscellaneous revenue 50 8,937 Net cash provided (used) by operating activities (46,400) 67,417 Cash flows from noncapital financing activities Operating transfers (out) to other funds (85,027) (27,807) Cash flows from capital and related financing activities Acquisition of fixed assets (357,615) (197,948) Cash flows from investing activities Interest received on investments 194,593 127,434 Net decrease in cash and cash equivalents (294,449) (30,904) Cash and cash equivalents (deficit) Beginning of year 281,378 312,282 End of year $ (13,071) $ 281,378 (continued) -105- CITY OF COLUMBIA HEIGHTS, MINNESOTA Sewer Utility Fund Statement of Cash Flows (continued) Years Ended December 31, 1990 and 1989 Reconciliation of Operating Income (Loss) to Net Cash Provided (Used) by Operating Activities Operating income (loss) Adjustments to reconcile operating income (loss) to net cash provided (used) by operating activities Miscellaneous revenue Depreciation expense Changes in assets and liabilities (Increase) decrease in accounts receivable Decrease in due from other governmental units (Increase) in prepaid expense Increase in accounts payable Increase in accrued salaries and withholdings payable Total adjustments Net cash provided (used) by operating activities B. Exhibit J -9 1990 1989 $ (242,482) $ 68,658 50 8,937 90,035 80,704 65,497 (67,810) 15,585 14,295 (734) (50,908) 25,132 8,479 517 5,062 196,082 (1,241) $ (46,400) 1--§7,.417 Exhibit J -10 CITY OF COLUMBIA HEIGHTS, MINNESOTA Refuse Utility Fund Balance Sheet As of December 31, 1990 and 1989 1990 1989 Assets Current assets 2,890 2,890 Cash and investments (deficit) 175 4,188 Cash and cash equivalents $ 5,882 $ (5,797) Receivables 3,505 7,518 Accounts 325,004 169,790 Interest 1,944 1,213 Due from other governmental units 63,495 18,812 Total current assets 396,325 184,018 Fixed assets Improvements other than buildings 2,890 2,890 Machinery and equipment 175 4,188 Office furniture and fixtures 440 440 3,505 7,518 Less accumulated depreciation 1,108 1,177 Net fixed assets 2.397 6.341 Total assets L_228,.722 190,359 Liabilities and Fund Equity Current liabilities Accounts payable $ 176 $ 254 Accrued salaries and withholdings payable - 447 Total current liabilities 176 701 Fund equity Retained earnings Unreserved 398,546 189,658 Total liabilities and fund equity 398,722 190,359 -107- 1 1 1 1 1 1 A 1 1 1 1 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Refuse Utility Fund Statement of Revenue, Expenses, and Changes in Retained Earnings Years Ended December 31, 1990 and 1989 Operating revenue Refuse service charges Intergovernmental Total operating revenue Operating expenses Administration Depreciation Collections and disposals Recycling Hazardous waste Total operating expenses Operating income Nonoperating revenue Interest income Miscellaneous revenue Total nonoperating revenue Income before operating transfers Operating transfer (out) Net income Retained earnings Beginning of year Residual equity transfer End of year -108- Exhibit J -11 1990 1989 $ 1,456,042 $ 875,775 103,465 42,146 1,559,507 917,921 13,597 8,141 351 636 1,258,272 740,402 22,346 58,745 23 9,555 1,294,589 817,479 264,918 100,442 5,762 3,522 607 5 6,369 3,527 271,287 103,969 (62,399) (35,404) 208,888 68,565 189,658 131,444 - (10,351) $ 398,546 189 658 Exhibit J -12 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Refuse Utility Fund Statement of Cash Flows Years Ended December 31, 1990 and 1989 1990 1989 Cash flows from operating activities Cash received from customers $ 1,359,610 $ 915,853 Cash payments to suppliers for goods and services (1,294,001) (816,476) Cash payments to employees for services (762) - Miscellaneous revenue 607 5 Net cash provided by operating activities 65,454 99,377 Cash flows from noncapital financing activities Residual equity transfer - (10,351) Operating transfers (out) to other funds (62,399) (35,404) Net cash used by noncapital financing activities (62,399) (45,755) Cash flows from capital and related financing activities Disposition of fixed assets 3,593 (2,000) Cash flows from investing activities Interest earned on investments 5,031 2,309 Net increase in cash and cash equivalents 11,679 53,931 Cash and cash equivalents (deficit) Beginning of year (5,797) (59,728) End of year $ 5,882 $ (5,797) (continued) N412 CITY OF COLUMBIA HEIGHTS, MINNESOTA Refuse Utility Fund Statement of Cash Flows (continued) Years Ended December 31, 1990 and 1989 Reconciliation of Operating Income to Net Cash Provided by Operating Activities Operating income Adjustments to reconcile operating income to net cash provided by operating activities Miscellaneous revenue Depreciation expense Changes in assets and liabilities (Increase) decrease in accounts receivable (Increase) in due from other governmental units (Decrease) in accounts payable Increase (decrease) in accrued salaries and withholdings payable Total adjustments Net cash provided by operating activities -110- Exhibit J -12 1990 1989 $ 264,918 $ 100,442 607 5 351 636 (155,214) 16,744 (44,683) (18,812) (78) (85) (447) 447 (199,464) (1,065) $ 65,454 $ 99,377 Exhibit J -13 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Liquor Fund Balance Sheet As of December 31, 1990 and 1989 1990 1989 Assets Current assets 13,051 13,051 Cash and investments 183,522 182,670 Cash and cash equivalents $ 52,054 $ 32,813 Temporary investments 300,000 1,000,000 Total cash and investments 352,054 1,032,813 Receivables 464,448 461,378 Accounts 150 44 Interest 29,556 25,697 Due from other governmental units 204 - Inventory, at cost 440,864 424,134 Total current assets 822,828 1,482,688 Fixed assets Land 13,051 13,051 Buildings 183,522 182,670 Improvements other than buildings 99,369 99,369 Machinery and equipment 144,774 142,775 Office furniture and fixtures 23,732 23,513 464,448 461,378 Less accumulated depreciation 212,888 179,950 Net fixed assets 251,560 281,428 Total assets $ 1,074,388 $ 1,764,116 Liabilities and Fund Equity Current liabilities Accounts payable $ 128,778 $ 118,384 Accrued salaries and withholdings payable 22,518 16,350 Due to other governmental units 45,542 33,063 Total current liabilities 196,838 167,797 Fund equity Retained earnings Unreserved 877,550 1,596,319 Total liabilities and fund equity $ 11074,388 $ 1,764,116 -111- 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Liquor Fund Statement of Revenue, Expenses, and Changes in Retained Earnings Years Ended December 31, 1990 and 1989 Operating revenue Charges for sales Liquor Beer Wine Other Total operating revenue Operating expenses Cost of goods sold Operating expense Depreciation Total operating expenses Operating income Nonoperating revenue (expense) Interest income Miscellaneous revenue Miscellaneous expense Total nonoperating revenue (expense) Income before operating transfers Operating transfers (out) Net income (loss) Retained earnings Beginning of year. End of year -112- Exhibit J -14 1990 1989 $ 1,285,812 $ 1,179,315 2,017,499 1,861,438 404,806 383,775 520,870 270,721 4,228,987 3,695,249 3,490,170 3,015,661 446,017 417,605 31,291 33,126 3,967,478 3,466,392 261,509 228,857 87,594 74,639 4,996 536 (1,591) (3,326) 90,999 71,849 352,508 300,706 (1,071,277) (69,341) (718,769) 231,365 1,596,319 1,364,954 $ 877,550 $ 1,596,319 CITY OF COLUMBIA HEIGHTS, MINNESOTA Liquor Fund Statement of Cash Flows Years Ended December 31, 1990 and 1989 Cash flows from operating activities Cash received from customers Cash payments to suppliers for goods and services Cash payments to employees for services Miscellaneous revenue Miscellaneous expense Net cash provided by operating activities Cash flows from noncapital financing activities Operating transfers (out) to other funds Cash flows from capital and related financing activities Acquisition of fixed assets Disposition of fixed assets Net cash used by capital and related financing activities Cash flows from investing activities Net proceeds from sale of investments Interest received on investments Net payments for investments Net cash provided (used) by investing activities Net increase (decrease) in cash and cash equivalents Cash and cash equivalents Beginning of year End of year -113- Exhibit J -15 1990 1989 $ 4,228,677 (3,653,022) (270, 854) 4,996 (1,591) 308,206 (1,071,277) (3,070) 1,647 (1,423) 700,000 83,735 783,735 19,241 32,813 $ 52,054 $ 3,695,353 (3,225,444) (249,338) 536 (3,326) 217,781 (69,341) (73,218) 4,184 (69,034) 48,942 (200,000) (151,058) (71,652) 104,465 $ 32,813 (continued) CITY OF COLUMBIA HEIGHTS, MINNESOTA Liquor Fund Statement of Cash Flows (continued) Years Ended December 31, 1990 and 1989 Reconciliation of Operating Income to Net Cash Provided by Operating Activities Operating income Adjustments to reconcile operating income to net cash provided by operating activities Miscellaneous revenue Miscellaneous expense Depreciation expense Changes in assets and liabilities (Increase) decrease in accounts receivable (Increase) in due from other governmental units (Increase) in inventory, at cost Increase (decrease) in accounts payable Increase in accrued salaries and withholdings payable Increase (decrease) in due to other governmental units Total adjustments Net cash provided by operating activities -114- Exhibit J -15 1990 1989 $ 261,509 $ 228,857 4,996 536 (1,591) (3,326) 31,291 33,126 (106) 104 (204) - (16,730) (3,531) 10,394 (40,373) 6,168 3,759 12,479 (1,371) 46,697 (11,076) $ 308,206 $ 217,781 1 INTERNAL SERVICE FUNDS ' The Central Garage Fund is used to account for the costs of operating a maintenance facility for automotive equipment used by other City departments. Such costs are billed to other departments at actual cost plus a fixed overhead factor. The automotive equipment itself is acquired by the various user departments which are responsible for financing replacement vehicles as necessary. The Insurance Fund is used to account for the costs of risk management services for the City. All costs for premiums and claims are recorded in the fund. Conventional insurance costs are allocated to various departments based on coverage plus a percentage risk factor. CITY OF COLUMBIA HEIGHTS, MINNESOTA Internal Service Funds Combining Balance Sheet As of December 31,1990 (with Comparative Totals as of December 31, 1989) Assets Current assets Cash and investments (deficit) Cash and cash equivalents Temporary investments Total cash and investments Receivables Accounts Interest Inventory, at cost Prepaid expense Total current assets Fixed assets Buildings Improvements other than buildings Machinery and equipment Office furniture and fixtures Less accumulated depreciation Net fixed assets Total assets Liabilities and Fund Equity Current liabilities Accounts payable Accrued salaries and withholdings payable Total current liabilities Fund equity Contributed capital Municipal funds Property owners Total contributed capital Retained earnings (deficit) Reserved for insurance Reserved for capital replacement Unreserved Total retained earnings Total fund equity Total liabilities and fund equity Exhibit K -1 Central Totals Garage Insurance 1990 1989 $ 5,296 $ 122,937 $ 128,233 $ (102,701) 20,000 300,000 320,000 320,000 25,296 422,937 448,233 217,299 2,875 2,875 - 9,457 9,457 8,714 80,169 - 80,169 70,887 - 70,686 70,686 57,419 105,465 505,955 611,420 354,319 306,529 - 306,529 81,877 97,226 - 97,226 9,071 81,624 - 81,624 81,624 13,545 - 13,545 13,545 498,924 - 498,924 186,117 124,079 - 124,079 97,331 374,845 - 374,845 88,786 $ 480,310 $--505 955 $ 986,265 $ 443,105 $ 18,354 $ 9,323 $ 27,677 $ 15,343 17,362 - 17,362 17,290 35,716 9,323 45,039 32,633 124,196 - 124,196 30,000 64,653 - 64,653 64,653 188,849 - 188,849 94,653 - 496,632 496,632 396,358 20,000 - 20,000 - 235,745 235,745 (80,539} 255,745 496,632 752,377 315,819 444,594 496)632 941,226 410,472 $ 480,310 $ 505,955 $ 986,265 $ 443,105 -115- Exhibit K -2 CITY OF COLUMBIA HEIGHTS, MINNESOTA Internal Service Funds Combining Statement of Revenue, Expenses and Changes in Retained Earnings Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) Operating revenue Charges for services Services to departments Use of space Recovery of damages Charges for sales Sales of gasoline Total operating revenue Operating expenses Cost of services and space Claims administration Supplies Claims Insurance deductible Depreciation Total operating expenses Operating (loss) Nonoperating revenue Interest income Miscellaneous revenue Total nonoperating revenue Income (loss) before operating transfers Operating transfers in Operating transfers (out) Net operating transfers Net income (loss) Retained earnings (deficit) Beginning of year, as previously stated Adjustment for improvements Beginning of year, as restated Residual equity transfers End of year Central 28,026 Totals 2,558 115,050 Garage Insurance 1990 1989 54,915 - (20,000) $ 94,818 $ - $ 94,818 $ 83,177 110,205 - 110,205 75,994 - 812 812 27,608 55,406 - 55,406 - 260,429 812 261,241 186,779 242,602 - 242,602 177,533 - 25,154 25,154 12,471 - - - 353 - 3,666 3,666 34,589 - 14,794 14,794 2,286 26,748 - 26,748 10,092 269,350 43,614 312,964 237,324 (8,921) (42,802) (51,723) (50,545) - 28,026 28,026 25,311 2,558 115,050 117,608 29,604 2,558 143,076 145,634 54,915 (6,363) 100,274 93,911 4,370 145,000 - 145,000 - (20,000) - (20,000) (184,047) 125,000 - 125,000 (184,047) 118,637 100,274 218,911 (179,677) (80,539) 396,358 315,819 495,496 181,207 - 181,207 - 100,668 396,358 497,026 495,496 36,440 - 36,440 - $ 255,745 $ 496,632 $ 752,377 $ 315,819 -116- Exhibit K -3 CITY OF COLUMBIA HEIGHTS, MINNESOTA Internal Service Funds , Combining Statement of Cash Flows Year Ended December 31, 1990 ' (with Comparative Totals for Year Ended December 31, 1989) Central Totals , Garage Insurance 1990 1989 Cash flows from operating activities Cash received from customers $ 260,429 $ — $ 260,429 $ 186,779 Cash payments to suppliers for goods and services (140,091) (50,979) (191,070) (184,273) , Cash payments to employees for services (107,352) — (107,352) (99,505) Miscellaneous revenue 2,558 115,050 117,608 29,604 Net cash provided (used) by operating activities 15,544 64,071 79,615 (67,395) , Cash flows from noncapital financing activities Residual equity transfer 36,440 — 36,440 — ' Operating transfers in (out) 125,000 — 125,000 (184,047) Net cash provided (used) by noncapital financing activities 161,440 — 161,440 (184,047) Cash flows from capital and related financing activities Acquisition of fixed assets (131,600) — (131,600) (5,504) Capital contribution 94,196 — 94,196 Net cash (used) by capital and related financing activities (37,404) — (37,404) (5,504) ' Cash flows from investing activities Interest earned on investments 1,767 25,516 27,283 16,597 Net increase (decrease) in cash and cash equivalents 141,347 89,587 230,934 (240,349) Cash and cash equivalents (deficit) Beginning of year (136,051) 33,350 (102,701) 137,648 End of year $ 5,296 $ 122,937 $ 128,233 $ (102,701) j I1 �I (continued) I r —117— 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Internal Service Funds Combining Statement of Cash Flows (continued) Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) Reconciliation of operating (loss) to net cash provided (used) by operating activities Operating (loss) Adjustments to reconcile operating (loss) to net cash provided (used) by operating activities Miscellaneous revenue Depreciation expense Changes in assets and liabilities (Increase)in accounts receivable (Increase) in inventory, at cost (Increase) in prepaid expense Increase (decrease) in accounts payable Increase in accrued salaries and withholdings payable Total adjustments Net cash provided (used) by operating activites Exhibit K -3 Central Totals Garage Insurance 1990 1989 $ (8,921) $ (42,802) $ (51,723) $ (50,545) 2,558 115,050 117,608 29,604 26,748 — 26,748 10,092 — (2,875) (2,875) — (9,282) — (9,282) (1,442) — (13,267) (13,267) (46,574) 4,369 7,965 12,334 (8,702) 72 — 72 172 24,465 106,873 131,338 (16,850) $ 15,544 $ 64,071 $ 79,615 X67,395) —118— CITY OF COLUMBIA HEIGHTS, MINNESOTA Central Garage Fund Balance Sheet As of December 31, 1990 (with Comparative Totals as of December 31, 1989) Assets Current assets (deficit) Cash and investments Cash and cash equivalents Temporary investments Total cash and investments Interest receivable Inventories Total current assets Fixed assets Buildings Improvements other than buildings Machinery and equipment Office furniture and fixtures Less accumulated depreciation Net fixed assets Total assets Liabilities and Fund Equity Current liabilities Accounts payable Accrued salaries and withholdings payable Total current liabilities Fund equity Contributed capital Municipal funds Property owners Total contributed capital Retained earnings Reserved for capital improvement Unreserved Total retained earnings Total fund equity Total liabilities and fund equity Exhibit K -4 I Capital Equip- ment Operating Replace- Totals Account ment 1990 1989 $ 5,296 $ - $ 5,296 $ (136,051) - 20,000 20,000 20,000 5,296 20,000 25,296 (116,051) - - - 1767 80,169 - 80,169 70,887 - 85,465 20,000 105,465 (43,397) 306,529 - 306,529 81,877 97,226 - 97,226 9,071 81,624 - 81,624 81,624 13,545 - 13,545 13,545 498,924 - 498,924 186,117 124,079 - 124,079 97,331 374,845 - 374,845 88,786 $ 400,310 $ 20,000 $ 480,310 $ 45,389 $ 18,354 $ - $ 18,354 $ 13,985 17,362 - 17,362 17,290 35,716 - 35,716 31,275 124,196 - 124,196 30,000 64,653 - 64,653 64,653 188,849 - 188,849 94,653 - 20,000 20,000 - 235,745 - 235,745 (80,539) 235,745 20,000 255,745 (80,539) 424,594 20,000 444,594 14,114 $ 460,310 $ 20,000 $ 480,310 $ 45,389 -119- 1 1 Exhibit K -5 CITY OF COLUMBIA HEIGHTS, MINNESOTA Central Garage Fund Statement of Revenue, Expenses, and Changes Retained Earnings Year Ended December 31, 1990 (with Comparative Totals for Year Ended December 31, 1989) Capital Improve - Operating ment Totals Account Account 1990 1989 Operating revenue Charges for services Services to departments Use of space Charges for sales Gasoline Total operating revenue Operating expenses Cost of services and space Depreciation Total operating expenses Operating (loss) Nonoperating revenue Interest income Miscellaneous revenue Total nonoperating revenue (Loss) before operating transfers Operating transfers in Operating transfers (out) Net operating transfers Net income (loss) Retained earnings (deficit) Beginning of year, as previously stated Adjustment for improvements Beginning of year, as restated Residual equity transfers End of year $ 94,818 $ - $ 94,818 $ 83,177 110,205 - 110,205 75,994 55,406 - 55,406 - 260,429 - 260,429 159,171 242,602 - 242,602 177,533 26,748 - 26,748 10,092 269,350 - 269,350 187,625 (8,921) - (8,921) (28,454) - - - 5,132 2,558 - 2,558 1,480 2,558 - 2,558 6,612 (6,363) - (6,363) (21,842) 125,000 20,000 145,000 - (20,000) - (20,000) (184,047) 105,000 20,000 125,000 (184,047) 98,637 20,000 118,637 (205,889) (80,539) - (80,539) 125,350 181,207 - 181,207 - 100,668 - 100,668 125,350 36,440 - 36,440 - $ 235,745 $ 20,000 $ 255,745 $ (80,539) -120- CITY OF COLUMBIA HEIGHTS, MINNESOTA Central Garage Internal Service Fund Statement of Cash Flows Years Ended December 31, 1990 and 1989 Cash flows from operating activities Cash received from customers Cash payments to suppliers for goods and services Cash payments to employees for services Miscellaneous revenue Net cash provided (used) by operating activities Cash flows from noncapital financing activities Residual equity transfer in Operating transfers in Operating transfers (out) Net cash provided (used) by noncapital financing activities Cash flows from capital and related financing activities Acquisition of fixed assets Capital contributions Net cash (used) by capital and related financing activities Cash flows from investing activities Interest earned on investments Net increase (decrease) in cash and cash equivalents Cash and cash equivalents (deficit) Beginning of year End of year -121- Exhibit K-6 I 1990 1989 $ 260,429 $ 159,171 (140,091) (89,127) (107,352) (99,505) 2.558 1.480 15,544 (27,981) 36,440 - 125,000 - - (184,047) 161,440 (184,047) (131,600) (5,504) 94,196 - (37,404) (5,504) 1,767 3,365 141,347 (214,167) 1 (136,051) 78,116 $ 5,296 $ (136,051) (continued) t CITY OF COLUMBIA HEIGHTS, MINNESOTA Central Garage Internal Service Fund Statement of Cash Flows (continued) Years Ended December 31, 1990 and 1989 Reconciliation of Operating Loss to Net Cash Provided (Used) by Operating Activities Operating loss Adjustments to reconcile operating loss to net cash provided (used) by operating activities Miscellaneous revenue Depreciation expense Changes in assets and liabilities (Increase) in inventory, at cost Increase (decrease) in accounts payable Increase in accrued salaries and withholdings payable Total adjustments Net cash provided (used) by operating activities -122- Exhibit K-6 1990 1989 $ (8,921) $ (28,454) 2,558 1,480 26,748 10,092 (9,282) (1,442) 4,369 (9,829) 72 172 24,465 473 $ 15,544 $ (27,981) CITY OF COLUMBIA HEIGHTS, MINNESOTA Insurance Fund Balance Sheet As of December 31, 1990 and 1989 Assets Current assets Cash and investments Cash and cash equivalents Temporary investments Total cash and investments Receivables Accounts Interest Prepaid expense Total assets Liabilities and Fund Equity Current liabilities Accounts payable Fund equity Retained earnings Reserved for insurance Total liabilities and fund equity -123- Exhibit K -7 1990 1989 $ 122,937 $ 33,350 300,000 300,000 422,937 333,350 2,875 - 9,457 6,947 70,686 57,419 d% --Ac me a IIn� -11c $ 9,323 $ 1,358 496,632 396,358 $ 505,955 $ 397,716 CITY OF COLUMBIA HEIGHTS, MINNESOTA Insurance Fund Statement of Revenue, Expenses, and Changes in Retained Earnings Years Ended December 31, 1990 and 1989 Operating revenue Recovery of damages Operating expenses Claims administration Supplies Claims Insurance deductible Total operating expenses Operating loss Nonoperating revenue Interest income Miscellaneous revenue Total nonoperating revenue Net income Retained earnings Beginning of year End of year -124- Exhibit K -8 1990 1989 $ 812 $ 27,608 25,154 12,471 - 353 3,666 34,589 14,794 2,286 43,614 49.699 (42,802) (22,091) 28,026 20,179 115,050 28,124 143,076 48,303 100,274 26,212 396,358 370,146 $ 496,632 $ 396,358 CITY OF COLUMBIA HEIGHTS, MINNESOTA Insurance Fund Statement of Cash Flows Years Ended December 31, 1990 and 1989 Cash flows from operating activities Cash received from damages Cash payments to suppliers for goods and services Miscellaneous revenue Net cash provided (used) by operating activities Cash flows from investing activities Interest received on investments Net increase (decrease) in cash and cash equivalents Cash and cash equivalents Beginning of year End of year -125- Exhibit K -9 1990 1989 $ - $ 27,608 (50,979) (95,146) 115,050 28,124 64,071 (39,414) 25,516 13,232 89,587 (26,182) 33,350 59,532 $ 122,937 $ 33,350 (continued) CITY OF COLUMBIA HEIGHTS, MINNESOTA Insurance Fund Statement of Cash Flows (continued) Years Ended December 31, 1990 and 1989 Reconciliation of Operating Loss to Net Cash Provided (Used) by Operating Activities Operating loss Adjustments to reconcile operating loss to net cash provided (used) by operating activities Miscellaneous revenue Changes in assets and liabilities (Increase) in accounts receivable (Increase) in prepaid expense Increase in accounts payable Total adjustments Net cash provided (used) by operating activities -126- Exhibit K -9 1990 1989 $ (42,802) $ (22,091) 115,050 28,124 (2,875) - (13,267) (46,574) 7,965 1,127 106,873 (17323) $ 64,071 $ (39,414) AGENCY FUNDS Agency Funds are used to account for assets held by a government in a trustee or agent capacity for individuals, private organizations, other governments, or other funds. Exhibit L -1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Fiduciary Funds Combining Statement of Changes in Assets and Liabilities - All Agency Funds Year Ended December 31, 1990 Balance Balance January 1 Additions Deletions December 31 Total All Agency Funds Assets Cash and investments General account $ 13,244 $ 5,140,190 $ 5,136,072 $ 17,362 Payroll account 1,602 2,869,456 2,870,487 571 Total cash and 598,309 264,073 16,268 846,114 cash investments 14,846 8,009,646 8,006,559 17,933 Accounts receivable 1,096 155,722 155,310 1,508 Assets held by deferred compensation trustees 598,309 264,073 16,268 846,114 Total assets $ 614,251 $ 8,429,441 $ 8,178,137 $ 865,555 Liabilities Liabilities Accounts payable $ 13 $ 116 $ 16 $ 113 Deferred compensation payable to employees 598,309 264,073 16,268 846,114 Deposits 5,332 1,500 500 6,332 Other liabilities 10.597 2.172.000 2.169.601 12.996 Total liabilities $ 614,251 $ 2,437,689 $ 2,186,385 $ 865,555 (continued) -127- CITY OF COLUMBIA HEIGHTS, MINNESOTA t Fiduciary Funds Combining Statement of Changes in Assets and Liabilities - All Agency Funds (continued) Year Ended December 31, 1990 Deferred Compensation Agency Fund ' Assets Assets held by deferred compensation trustee Liabilities ' Deferred compensation payable to employees HRA Deferred Compensation Agency Fund Assets Assets held by deferred compensation trustee ' Liabilities Deferred compensation payable to employees ' Permit Surcharge Agency Fund Assets ' Cash and investments General account Liabilities SAC /SUR charges payable Escrow Agency Fund Assets Cash and investments General account Payroll account Accounts receivable Total assets Liabilities Accounts payable Deposits Other liabilities Withholdings payable Payroll deductions payable Union dues payable Employee activity Vending machines Total liabilities Exhibit L -1 Balance Balance January 1 Additions Deletions December 31 $ 501,454 $ 234,572 $ 16,074 $ 719,952 $ 501,454 $ 234,572 $ 16,074 L___719,952 $ 96,855 $ 29,501 $ 194 $ 126,162 $ 96,855 $ 29,501 $ 194 $ 126,162 $ 9,560 $ 29,543 $ 37,775 $ 1,328 $ 9,560 $ 29,543 $ 37,775 $ 1,328 $ 3,684 $ 5,110,647 $ 5,098,297 $ 16,034 1,602 2,869,456 2,870,487 571 1,096 155,722 155,310 1,508 $ 6,382 $ 8,135,825 $ 8,124,094 $ 18,113 $ 13 $ 116 16 113 5,332 1,500 500 6,332 971 1,482,467 1,483,438 - (1,422) 631,963 619,875 10,666 669 23,198 23,867 - 455 4,829 4,282 1,002 364 - 364 - $ 6,382 $ 2,144,073 $ 2,132,342 $ 18,113 -128- FINANCIAL SCHEDULES (UNAUDITED) GENERAL FIXED ASSETS GROUP OF ACCOUNTS 1 General fixed assets are those assets and capital additions of the City which are not accounted for in P Y Proprietary Funds. CITY OF COLUMBIA HEIGHTS, MINNESOTA Comparative Schedule of General Fixed Assets by Source Year Ended December 31, 1990 General Fixed Assets Land Buildings Improvements other than buildings Office furniture and fixtures Machinery and equipment Construction in process Total general fixed assets Investment in General Fixed Assets by Source 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 revenue and contributions Total investments in general fixed assets Exhibit M -1 Balance Balance January 1 Additions Deletions December 31 $ 3,200,822 $ - $ - $ 3,200,822 5,159,065 124,297 - 5,283,362 795,536 419,125 - 1,214,661 1,439,469 285,147 24,180 1,700,436 1,971,235 385,133 24,917 2,331,451 959.317 331.672 - 1.290.989 $ 13,525,444 $ 1,545,374 49,09 $ 15,021,721 $ 90,000 $ - $ - $ 90,000 150,000 - - 150,000 325,000 - - 325,000 510,000 - - 510,000 929.475 - - 929.475 2,004,475 - - 2,004,475 526,290 - - 526,290 267,203 - - 267,203 793,493 - - 793,493 1,761,317 - 9,000 1,752,317 51,550 - - 51,550 1,812,867 - 9,000 1,803,867 8,914,609 1,545,374 40,097 10,419,886 $ 13,525,444 $ 1,545,374 49 097 $ 15,021,721 -129- GENERAL LONG -TERM DEBT GROUP OF ACCOUNTS This self - balancing account group is used to account for all long -term debt which is backed by the full faith and credit of the City and other long -term debt which is secured by General Fund revenue. Exhibit N -1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Statement of General Long -Term Debt As of December 31, 1990 Amount Available and to be Provided for the Payment of General Long -Term Debt Amount available in Debt Service Funds $ 5,175,702 Amount to be provided for retirement of Long -term debt 11,289,019 Note payable to HRA 17,177 Liability for compensated absences 295,051 Housing and Redevelopment Authority Note payable 125,905 Liability for compensated absences 8,839 $ 16,911,693 General Long -Term Debt Payable General obligation bonds payable Note payable to HRA Liability for compensated absences payable Housing and Redevelopment Authority Note payable Liability for compensated absences -130- $ 16,464,721 17,177 295,051 125,905 8.839 $ 16,911,693 CITY OF COLUMBIA HEIGHTS, MINNESOTA ' Schedule of Funding Available and Funds Required As of December 31, 1990 Cash and investments Cash in escrow Receivables Proposed Future Tax Levies Levy/Payable Years 1990/1991 1991/1992 1992/1993 1993/1994 1994/1995 1995/1996 1996/1997 1997/1998 1998/1999 1999/2000 2000/2001 2001/2002 2002/2003 2003/2004 2004/2005 2005/2006 2006/2007 2007/2008 2008/2009 Funding available Bonds/Future Interest Payable Bonds Note Payable Future interest Funds required Balance Exhibit N -2 Total $ 3,296,922 1,800,000 999.379 6,096,301 2,000,544 1,932,500 1,915,830 1,892,068 1,810,160 1,500,202 1,434,895 1,209,865 1,112,305 1,015,975 925,700 1,139,188 920,000 920,000 920,000 920,000 920,000 920,000 425.000 23,834,232 29,930,533 16,464,721 17,177 9.169.511 25.651,409 $ 4,279.124 * The proposed future tax levies are equal to the scheduled interest and principal payment for each year with the exception of 1990/1991 which does not include principal payments to be made from an escrow account of $1,800,000. -131- I C -132- 1 Exhibit N -3 , CITY OF COLUMBIA HEIGHTS, MINNESOTA Schedule of Debt Service Requirements to Maturity ' As of December 31, 1990 Year General Obligation Principal Bonds Interest ' 1991 2,895,000 905,544 1992 1,180,000 752,500 ' 1993 1,245,000 670,830 1994 1,310,000 582,018 1995 1,320,000 490,160 , 1996 1,095,000 405,202 1997 1,110,000 324,895 1998 960,000 249,865 , 1999 930,000 182,305 2000 900,000 115,975 2001 875,000 50,750 ' 2002 636,515 502,673 2003 377,918 542,082 2004 350,584 569,416 2005 327,272 592,728 ' 2006 300,822 619,178 2007 280,545 639,455 2008 259,375 660,625 ' 2009 111,690 313,310 $ 16,464,721 $ 9,169,511 ' I C -132- 1 O z H W x W r'7 w O 7y U - ON w N� OV�� A ��01%C4 C*4 �N8888ccQQ��• --•-� t�G t000MN� olo vii-- ��Ol�0oo01Vi M01CMin�c lt0000 MO �M M 1 �iNM�ON Nt- MMM t� r+ C.� W OCl �NM vM t� o C, I ; il t O 1/ � 01 N 00 N 44 a' N O O i�np r` O in 000 � 00 � 10 0 N� [ � O O 10 N lO 10 01 �00000r- SON N0000 rt10 M M O In h M M N --+ V e~C N -- -- 01 O v In N -- 00100 e�}} �D1 X10 N ~ 0 .-I [� it O � o0 O� Q^ 00 (� 00 N M of a) In 1pp M M N 00 10 10 r-�} 1- 10 Q Co M d' N 00OMO� eFNN en � 00 0101 0o et e}' � ON 00 N O V) by v 0 C' N •� d a 69 ' § § § 00 t W � M 00 M � O ,r M 10 �nOr-CO .--� et t� etkn w M t� t� �n It o0wO101 o1 et pp oo l� 00 O P� M00 d'N NNOr- In t- O i� 01 64 OM i O§ i O in N ON tn a*, N 10 C O M oM Q [� O 01 p p In OO NS I�M%DO101 O w .. .-- t- et N 00 .-- M W) �-+ O V1 N r 00 .-� O et N 00 O C% A O O 0 � 15 N "B"g U 0" � b Cr" to 0 a 0 x U O Al �o�o+ Qo!) a o O N ° R b ao .�+'U cz oo.., ddb i `�.ty.��a►� a o'�°Y'Qa� h -133- Exhibit 0-2 CITY OF COLUMBIA HEIGHTS, MINNESOTA Sources of Funds For Housing and Redevelopment Authority Tax Increment Financing Districts December 31, 1990 Note (1) Sources of Funds Real Estate Land Sales Land Sale Amount Date Total Cost Property Columbia Heights Office Plaza Evenson Properties $ 133,500 10/81 $ - LaBelle Park Condo No. 1 The Gaughan Companies 137,464 10/81 - Columbia Heights Mall Evenson Properties 138,167 2/82 - LaBelle Park Condo No. 2 The Gaughan Companies 168,498 3/82 - LaBelle Park Condo No. 3 The Gaughan Companies 126,000 9/82 - University Heights Housing 1 9/84 - Columbia Park Medical Clinic Columbia Park Properties 20,000 11/85 - Sullivan Lake Housing 420,000 11/87 - Columbia Square Northeast Partners 146,459 08/88 - Parkview Villa South Housing - 08/90 - $ 1,290,089 $ 6,116,914 (continued) -134- CITY OF COLUMBIA HEIGHTS, MINNESOTA Note - Sources of Funds For Housing and Redevelopment Authority Tax Increment Financing Districts (continued) December 31, 1990 Note (2) Sources of Funds Tax Exempt Obligation Issued on Behalf of Private Entities Development Amount Columbia Heights Office Plaza Evenson Properties $ 6,000,000 Columbia Heights Mall Evenson Properties 4,000,000 4111 Building South Ruvelson and Associates 775,000 LaBelle Park Condominiums The Gaughan Companies 9,000,000 Columbia Park Medical Clinic Columbia Park Properties 5,000,000 Exhibit 0-2 Issue Tvpe Commercial Redevelopment Revenue Bonds Series 1981 Commercial Redevelopment Revenue Bonds Series 1981 Commercial Redevelopment Revenue Bonds Series 1981 Commercial Redevelopment Revenue Bonds Series 1980 Commercial Redevelopment Revenue Bonds Series 1985 Note (3) Sources of Funds * Individual project costs were not available to be used in Note (1) Sources of Funds. A total of all projects has been provided. -135- H F 0 w z z F x C7 W x Q a 0 U w 0 H U Q F-� �oA Cd C a+ � w cNd' �a , i U K H o S> U E � �a> ua H QE O c •U �a •o !i C U Wa> a c a, o a 0 to aF � u 1.' Cd 7 E V OCO8888UH vNnr� -•v, e'� •- •av).•riooNON. -•M N 00 O� O O h N o0 N 00 �D .Q p 00 N 00 6e h h 4 p* 00 h Yn m 00 oo `in1' � C eq i� opo * rNi O d CV O) h h Itt • h �O h o0 00 p .. .-. -- N LV � O)NNM�.N�.N. 000"1$p�— Mvpim h �O O� n t ' � M Map- +�o�o.- •oo. -.o co V) 8 N \ oh0 P oo0 C' Ge NO M vyM�� vhf O oho h a, h h op0 N Nr O 888$8$888 h O o0 of — C\ h h � V00� r+ Ili CI) I Y) \D C. O N N per Ot+fepn- �m s 0hmo)Ov8 " �o ��W) f+1 00- 00 a N 0� e p, N cn N N hr NO eq 0-&88888 c°n.et-�r)b00 v00ib a N 0000 O N V) M M d' et d Y) h W) Vl 64 N M O 00 Oa M N cn )O 000 O) m co MM.••i ra N N .�, h N N CI t"i Ow )D t"i tw CIL V) O O� �ogho0MV%0It Oa V) — N M It h )O h o0 m O 00 a0 00 DD 00 00 00 00 00 O� � 4) V W d) W O v° • a� .o P nY O� a� cc eCf h U y � a� 0 ~'8 4, 8 t: 3 cc � 9"Va 79 °' 00 cp Cl. 00 y to 18 G � 44 cc WE 3 � -S" ._- d v -136- o a � o cd V 0) ID d) Ice 40, 'r a) �oa�a c ea d 0� CA cn °'UCCA •O v O v' • O d�bEn � Cd o as A� caB N 0) 7 '� O O Table H CITY OF COLUMBIA HEIGHTS, MINNESOTA Tax Rates Years 1981 Through 1990 Payable Year A city School County Metro Other Total 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 1985 16.300 50.487 23.868 4.250 1.048 95.953 1986 16.420 53.797 25.537 3.574 1.330 100.658 1987 19.472 63.234 29.414 4.223 1.136 117.479 1988 20.083 60.733 30.766 4.314 0.992 116.888 1989 .15769 .51364 .27425 .3360 .0786 .98704 1990 .20266 .41329 .28846 .3470 .0988 .94899 (A) For tax collection years 1988 and prior, taxable valuation was calculated based on a specific formula applied to estimated actual value, which resulted in an assessed valuation, which was then used as a base upon which to spread the annual tax levies. Beginning in 1989, the State of Minnesota legislated a change in this formula. This change is intended to reflect the burden or "tax capacity" that property is able to bear. The new formula results in a considerably smaller taxable valuation for the City. In this table, for the purpose of comparison only, 1988 and prior years are reported under the old system of assessed valuation, while 1990 and 1989 are reported in terms of tax capacity. (B) Rice Creek Watershed, Mosquito Control, and Housing and Redevelopment Authority. -137- Table III CITY OF COLUMBIA HEIGHTS, MINNESOTA City Tax Levy Years 1981 Through 1990 -138- Bonds Fiscal City Levy General Police Fire and Year Total Fund Relief Relief Interest 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 - 1985 1,825,192 1,662,532 79,700 82,960 - 1986 1,888,616 1,725,956 79,700 82,960 - 1987 2,181,115 2,008,455 89,700 82,960 - 1988 2,391,689 2,258,872 65,242 67,575 - 1989 2,391,689 2,298,989 54,266 38,434 - 1990 2,882,056 2,760,455 64,549 57,052 - -138- a� F oCd t 3 .� 75 0 qe r, . 4 ., .-4 -4 -, ,� .pOer ,� N 00 to 00 M 8 tn 0000 oo -~ ° v M g M %n -4 � tn tn t- 0000 0 aAH a� U y 00 cc •,gyp t- 140 —4 'It 'at N 00 C4 a�q p p4 F c��1 O pM� a ~ 00 O W N ~ p a� O � �p N h oo V II co h co oo �o .-+ h �i y FO Vvii N in N N N can co �Op O cd a ° °, E" o � U a o ° x F K ►e [-. w t e n C � N O O p 00 m lO � en O lD N F -- Q 00 c0� 0 U a 4. a K N N om M to AG y C\ C o� O O �• _ bo y H > Q 2 m oho 000 Ow t— M M h C Qi b O ado O N N N N M �p t^ O V A x tn t pN �b N to N �O O en O M �c C~ Q N p\ to NN 4O in can Nt M oo oo O F v9 .tl _ 7 a � a; o O� 00 ph 000 O\ 0000 C� 0000 O\ 0000 p\ 00 t- M Goo M 0000 CT M U -139- d � E o Cd v Cd y es o d% y 3 a •v 8 o �o w Q � o -g E'" C �• O� M h �O .•� V1 'at �O .-� V1 W a N O b a a oNO_ d .r $ M 00 t- eon P �O O� !� ••-� r•I rl 00 rl %n 0 h N 00 h A c U. n N r. �n N �n N a w en en N N .� M A M 00 O 00 y H C w f+1 d N C N DD O r 00 O, o N o� O E z z � U � % 0D Z, U A O 00 N W N in 00 h t�On h rxhi M co .-, %0 w O d 0 A v U. ¢ S U CID w , � c w o o h N M �o en It ON 0% w h h v %n $ U v A ' 9 C 0 a� . -� --� o 000 1QQ 0000 ' O\ OO 00 ll Q. U. vy A O U to U O O M h 00 00 N N O� m N O .•r N O 00 Q vs 00 N O .� O N oc� O � � l t ww O 00b I m r O a w a H N ego N N �`nO M N .- N v0� h y a C1 ~ 0000 00 0 MO CIO o0 0000 0000 0000 OD 00 00 O ' O, a o\ o O. O a ON -140- d � E o Cd v Cd y es o d% y 3 a •v 8 o �o w Q N H F O z _z H W x Q O U w LO C� U —141— lo- ON VNi O h YOi Cl 10 X00 V1 0 0 . i 1t1ppi O � [- N E2.r E" r h � OhO th+1 �t •h•+ rM-r h b t�ipp vii n �N�• O N 00 cn O P h � N N N M 0, .-i 00 O 00 pM �D h r+ h e} h oo M y� U 69 .•-r r� U A •yq� � A. rn �O et M .S y co) a _ Q u, y vhi N ON M o vii °° o h 000 N oho N b � cn a N O O Q .•-r N N M h h N 1 (4 n�S pp� It n 00 C p q ✓-' eo +a+ Q a/ y u w F4 [i ' It r+ h .-r h 00 O M N N r ., 00 N M N y y o GL s 4 w W y C 8 C oo oo M m — as 00 N oo \D �o y C od y cd y� p O y V) h �O .-r �p .-. 00 O O h .+ o U s �, h %n h O t- 0000 N v) M h �D �"�pp �O a� yi co S S ; U H Vj b y $ an fld 3 O w a g M a N O 00 N O T Ow O l� h N lO 00 P C� N P C� of M a — O \O O w fl G NN N N N N N M mt •t �. ., r# 7 d y y cd y N MM O O %n 0000 w coo d .--r o4 00 \O h O\ .-i N h a a O fi%n N M oh o \M D l . h x 'A S u u 0 � T M vN� N M h N v d p $ a T r� a F 00 C14 0 00 p' N M c N N N N N S e to L� S N N M t .-r of oo N 00 M 00 or co h 00 %0 00 P 00 00 00 O% 00 Q v� U : t 0.1 Vi iYi y T m ON O\ m m O\ ON ON ON «+ z —141— ' tn 0 co �-+ en N h 000 000 � � N ° V) tn IF 1� caI en 00 U en %on 00 a o� N o %n p°N o N et O� 2 N en M "" N � lCp� en N �D 00 ll�, M 00 t*1 M �o t- �n N 000 en et N A d -- .-� .-- • • •-� N N kn ton O ON SON O M oo t M q can O ado oho "d 00 can �Q �On N �o tin t- 0000 t- � p~ �Np p 8 119 9 1 oo O N �t h Fa 415. 4 O o U [Ia 1 z C z w o M en M 000 o� •� 00 o M t N 00 M "- 0 �- en �o -4 en 0c; 00-� 00 00 � N N N N N N to M%D cM n +, + 445, a W C W F W ee�t et 000 0-0 t- .�- In 00 %D �} a A O N in to V) �o .-w 'et 00 q t� M �o ' 0 >O in .-- 00 000 -4 1 b 00 00 to et r O h N Q C N e�� O� M %n -1 V1 %D %n N �o �o In N M �o M �o V) 00 r- �o � C1 et ono M oho N 000 °.�°w `^ V ay 4N M 'n V) 'n to t i 000 00 0o O� N con 0.aS td y ba ' q 00 � N ON t- 0c N M O Vt o, q* eh N 07 00 •r h � h h 0000 0 00 0 O� O •--^ et 00 00 c 0000 0000 000 000 000 000 000 000 000 pp O W C\ 0\ ON C\ ON ON O ^ ^ -142 Table VIII CITY OF COLUMBIA HEIGHTS, MINNESOTA Schedule of Insurance in Force December 31,1990 Coverage Period Inland Marine Liquor liability General liability Law enforcement Crime Auto Liability Uninsured motorists Comprehensive coverage Workmens' compensation 5/09/90 Amount of Building or $958,890 Tyne of Coverage From To Insurance Structure Contents 5/09/90 Property $600,000 5/09/90 (80% coinsurance - $1,000 deductible) 5/09/90 5/09/91 5/09/90 City Hall $ 2,331,586 $ 551,982 Library 1,007,000 1,302,530 City Garage 1,826,321 140,792 Liquor Store 300,000 - Liquor Store - University Avenue 169,324 Liquor Store - Central Avenue - 630,178 Community Center 2,500,000 500,000 Sullivan Park 108,129 392,478 Water Tower 346,649 - Parking Ramp 1,600,000 - Parking Ramp 1,400,000 - Total Property $ 11,589,009 $ 3,517,960 Inland Marine Liquor liability General liability Law enforcement Crime Auto Liability Uninsured motorists Comprehensive coverage Workmens' compensation 5/09/90 5/09/91 $958,890 5/22/90 5/22/91 $500,000 5/09/90 5/09/91 $600,000 5/09/90 5/09/91 $500,000 5/09/90 5/09/91 $100,000 5/09/90 5/09/91 $600,000 2/13/90 2/13/91 Statutory -143- v H N en 'a h s a w s HH§ h h O O O N N N en cn 0 bR tR bR * bR o tTenr8q$ 0 h en NO NO � M H O J Sa U � N SR a �a R O , 0� A G C Q� a vi N i19 O fA O O� N F <n O j]a N i z Z =� :s eA O c� oq y r� 46 OV �• a u" O 0 A �, U n °�° u y � A �o lz 'd C Cd rr N en 'a h s a w s HH§ h h O O O N N N en cn 0 bR tR bR * bR o tTenr8q$ 0 h en NO NO � M H O J .s C y, i N SR a �a R O , 0� A G C -144- .s C y, S C J S. kn h a+ �0 S W M h A U 6q 00 b a No CC) f9 W 0 ii l� aq6 69 C 7 e ain poppp O ~ C O\ 'Z 0 to pQv pp�8�ppv ltl O E O O O p� to Cd o poO N cn �D x C7 b ° o W 0 M 00 E s O 69 U LT. O tw 5 Y by FU A 8 U M M O u 000 0`0 q q O � p 8 •! O 8 N c 00 '; .., A ..� 0 00 0 Oi O� Ch O O\ G M r. N O CU •u E � .r vi •CI Q u a '� •.� q !r 4. u q rl QI W H1 Z9 S q i°.r a'i G ..� F. :O y C � O" � u Rl " � O � C �" o -, u u O ad eSo u o/o/ff� er+ eoa o any, ya r6��{ go E 5 k0Q a°a a. 8 v oa°� H -145- S C J x cad F G �w V e0 00 a U ,_ p Q w o 00 N.. O� y cd C a g � O � O C O � p O v pp� 69 O � Q .4 O S W ........ ..t� .......... OO M r aao�a°�o�ao�o�go� ........ W) . r N cn 1f1 �D 00 O ^ o�o�o�o�o�ao�ao,goNo 8 C °' 25 25 25�2pp�pp5 25 2885 25 2ee5�� c�00 y��a �5�525252pp525252pp5Z5ZS2525 hhV�'f V�j O1�f1�NN N NYI aa25 5 �� tea_ h Ow Ch m 0% a, 000 c C, x o°a y ° O E d 25 g 8 Z5 pQ��� 0 W P N A 0A H A— N O o y O E C ..a � �U >1 O a0 0qq0 yG OA y :a a co o 0 00 F. E U a A r, E c U 00 00 Cd y o o a '" BppEBppeaeBpeaeaRBppeaeDppQDpEBppenpe �"eESeeeHQDpp�BEDppEae�eQepee° .� a � ed C`�t�DO00SNOV �°o0oOS00 C��SN��DOOOO�Nt�sth h� r- cc 00 00 00 00 0% O, O, a, OhID%o �o �o%D l- l- ( - t- r- r- 00 . 'fl C Rf M ° � w O cs .� C,•� O CO�b 7 y q Cal, C .^1 'b tn C .��'• to G p, cd d o Cd E"a e�'aEi.oq�w� �� 0, "a c CO o L'' CQ -146- G x 1 1 1 1 1 1 1 1 1 1 1 1 1 O � z U Cd z_ D H W O M x oa w .n O � U � w S O ,rte F � U U w � C .S a _ U �o O� 8 r. a b ° � oO � � 8 c a a v. :3 y � o Q N co co ° H Q1 H A 00 «+ A r.� 00 w 0 'o c go P F i u QaQ�Q�5a�5a�Qa5�� 25�25�Z52525 o en to 0 i g N M h t� 00 w ,�O p h O p O o � 00 00 00 00 O� O� CT N a; o, M v i h w O\ N� V1 g o .--� .--� 00 e} N eY O\ V1 O� h N 00 V1 f�1 �O cn M M en (n N a o, M 9. r 0 o� p p�p 8e bpr: Hp� 8e 8e sE 8e {b � � � •T. r-1 .� a O cc a.b o'�•w� ° q c� 3 0 C7 -147- f7 M CV M N to a N N g g� O O N N q /! c H _ p4 o O c oe c e H '~ F Table X 1 CITY OF COLUMBIA HEIGHTS, MINNESOTA Principal City Officials Year Ended December 31, 1990 Name Official Title Mayor and Council Assistant to City Manager Edward M. Carlson Mayor Gary L. Peterson Councilmember Bruce G. Nawrocki Councilmember Sean T. Clerkin Councilmember Robert W. Ruettimann Councilmember Administration Stuart W. Anderson Acting City Manager Linda Magee Assistant to City Manager William Elrite City Clerk- Treasurer, Finance Director June Johnston Assistant Finance Director Phil Suckerman Liquor Operations Manager Ronald Kalina City Attorney Fred Salsbury Public Works Director, City Engineer Stuart Anderson Chief of Police Charles Kewatt Chief of Fire Evelyn Nygaard Building Inspector Martin Gavic Plumbing Inspector Dennis Joriman Electrical Inspector Donald Jolly Superintendent of Public Works John Tiggas Recreation and Community Services Director Rebecca Loader Librarian -148- CITY OF COLUMBIA HEIGHTS, MINNESOTA ' Miscellaneous Statistical Facts 1990 Date of Incorporation 1 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 Issued 1981 1982 1983 1984 1985 1986 t 1987 1988 1989 1990 Estimated Construction Cost for Issued Permits ' 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 ' -149- Table XI March 14, 1898 July 21, 1921 Council - Manager January 1 3.52 Square Miles 3.0 6.2 61.8 18.9 33.6 59.0 66.1 644 503 540 525 508 513 556 535 473 486 $ 8,822,479 13,757,934 7,829,198 12,059,779 4,938,226 13,269,300 4,215,085 8,916,756 5,180,247 5,198,200 CITY OF COLUMBIA HEIGHTS, MINNESOTA Miscellaneous Statistical Facts (continued) 1990 Fire Protection Table XI Number of Stations 1 Number of Employees Full -Time 8 Volunteer 24 Police Protection Number of Stations 1 Number of Employees 24 Parks City Parks 13 Playgrounds 11 County Park 1 Schools Senior High 1 Junior High 1 Elementary 3 Parochial Elementary 1 Employees (as of December 31, 1990) Regular 107 Part -Time and Temporary 427 534 Elections Registered Voters - Last City General Election 12,705 Number of Votes Cast Last City General Election 8,591 Percentage of Registered Voters Voting 67.6% Population 1900 123 1920 2,968 1930 5,613 1940 6,053 1950 8,175 1960 17,533 1970 23,997 1975 (Mid- Decade Census) 23,316 1980 (Census) 20,029 1981 19,800 1982 19,670 1983 19,560 1984 19,530 1985 19,540 1986 19,426 1987 19,430 1988 19,170 1989 20,030 1990 (Census) 18,910 -150- ' -151- Table XII CITY OF COLUM13IA HEIGHTS, MINNESOTA Principal Taxpayers December 31, 1990 ' Percentage of Total Taxpayer Type of Business Market Value Market Value ' Kraus- Anderson Shopping Mall $ 5,205,100 .97% ' Zaidan Holdings, Inc. Office Building 4,800,000 .89 Zaidan Holdings, Inc. Shopping Mall 4,000,000 .74 ' K -Mart Corporation Discount Store 3,658,900 .68 Columbia Park Properties Medical Building 3,345,000 .62 tMedtronic Inc. Medical Manufacturing 3,088,000 .57 City of Columbia Heights Parking Ramp 1,729,700 .32 Fakenoff, Alex G. Apartment Buildings 1,485,200 .28 Marion Levine Apartment Buildings 1,432,400 .27 Cheery Company Apartment Building 1,335,700 .25 1 North Coast Partners Shopping Mall 1,252,200 .24 $ 31,332,200 5.83% Source: Anoka County Assessor's Office ' -151- CITY OF COLUMBIA HEIGHTS, MINNESOTA Statement of Legal Debt Margin December 31, 1990 Market Value of Taxable Property Debt Limit (2% of Market Value) (Note A) Amount of Debt Applicable to Debt Limit Total Bonded Debt $ 16,464,721 Less (Note B) Tax Increment Bonds 15,004,721 G.O. Refunding Improvement Bonds 1,460,000 Net Debt Applicable to Debt Limit Table XIII I $ 540,873,000 $ 10,817,460 ' J Legal Debt Margin $ 10,817,460 Note A: M.S.A. Section 475.53 (Limit on Debt) Subdivision 1. Generally, except as otherwise provided in Sections 475.51 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 2% of the taxable market value." Note B: M.S.A. Section 475.51 (Definitions) Subdivision4. "Net debt" means the amount remaining after deducting from its gross debt the amount of current revenues which are applicable within the current fiscal year to the payment of any debt and the aggregate of the principal of the following: 1. Obligations issued for improvements which are payable wholly or partly from the proceeds of special assessments levied upon property specially benefitted thereby, including those which are general obligations of the municipality issuing them, if the municipality is entitled to reimbursement in whole or in part from the proceeds of the special assessments. 2. Warrants or orders having no definite or fixed maturity. 3. Obligations payable wholly from the income from revenue producing conveniences. 4. Obligations issued to create or maintain a permanent improvement revolving fund. 5. Obligations issued for the acquisition and betterment of public water works systems and public lighting, heating or power systems, and of any combination thereof or for any other public convenience from which a revenue is or may be derived. 6. Not applicable. 1 7. Amount of all money and face value of all securities held as a Debt Service Fund for the extinguishment of obligations other than those deductible under this subdivision. 1 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. I -152- 1 r INDEPENDENT AUDITOR'S REPORT ON SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE PRINCIPALS KENNETH W. MALLOY, CPA THOMAS A. KARNOWSKI, CPA PAUL A. RADOSEVICH, CPA City Council and Residents City of Columbia Heights Columbia Heights, Minnesota We have audited the general purpose financial statements of the City of Columbia Heights, Minnesota, ' for the year ended December 31, 1990, and have issued our report thereon dated March 27, 1991. These general purpose financial statements are the responsibility of the City's management. Our responsibility is to express an opinion on these general purpose financial statements based on our audit. tWe conducted our audit in accordance with generally accepted auditing standards and Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall general purpose financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. Our audit was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The accompanying schedule of federal financial assistance is presented for purposes of additional analysis and is not a required part of the general purpose financial statements of the City ' of Columbia Heights. The information in this schedule has been subjected to the auditing procedures applied in the audit of the general purpose financial statements and, in our opinion, is fairly presented in all material respects in relation to the general purpose financial statements taken as a whole. IMarch 27, 1991 410 PARK NATIONAL BANK BUILDING 5353 WAYZATA BOULEVARD MINNEAPOLIS, MINNESOTA 55416 TELEPHONE: 612 -545 -0424 TELEFAX: 612 -545 -0569 -153- ' w U z U � W .D x w, E5 �A 4. O � H U oo 10 01 ON o� t O In M i N e4 N d� N h N O aD,l Q a 00 tn ° vii $ � h N N tt N Nei tn N U w g o oo �p g t- h 0 N �t N V-4 N w Q b9 d La 00 M IO 1_ O Q h •-+ N N wA �o UZ 00 o i S C-s�+ ed 64 F en ° aCd w Z ° °�' q °�' o bi w o lb o � � V � � p a ,,� oo •� -o ai ° a �, ti � g ° o a°i aoi Q ,� .148 o 0 0 bn d a ° 00 c '°on �,, 'won � c �' � ao x � '�c,oa •�' �o � a a, a � CR bn x u x z -154- MALLOY PRINCIPALS ZMKARNOWSKI KENNETH W. MALLOY, CPA CO.,�■ THOMAS A. KARNOWSKI, CPA `/ A■ PAUL A. RADOSEVICH, CPA INDEPENDENT AUDITOR'S SINGLE AUDIT COMBINED REPORT ON INTERNAL CONTROL STRUCTURE City Council and Residents City of Columbia Heights Columbia Heights, Minnesota We have audited the general purpose financial statements of the City of Columbia Heights Minnesota, as of and for the year ended December 31, 1990, and have issued our report thereon dated March 27, 1991. We conducted our audit in accordance with generally accepted auditing standards; Government Auditing ' Standards, issued by the Comptroller General of the United States; and Office of Management and Budget (OMB) Circular A -128, Audits of State and Local Governments. Those standards and OMB Circular A -128 require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. In planning and performing our audit for the year ended December 31, 1990, we considered the Ci ty of Columbia Heights' internal control structure in order to determine our auditing procedures for the purpose ' of expressing our opinion on the general purpose financial statements and not to provide assurance on the internal control structure. The management of the City of Columbia Heights is responsible for establishing and maintaining an internal control structure. In fulfilling this responsibility, estimates and judgements by management are required to assess the expected benefits and related costs of internal control structure policies and procedures. The objectives of an internal control structure are to provide management with reasonable, but not absolute, assurance that assets are safeguarded against loss from unauthorized use or disposition, and that transactions are executed in accordance with management's authorization and recorded properly to permit the preparation of general purpose financial statements in accordance with generally accepted accounting principles, and that federal financial assistance programs are managed in compliance with applicable laws and regulations. Because of inherent limitations in any internal con_ trol structure, errors, ' irregularities, or instances of noncompliance may nevertheless occur and not be detected. Also, projection of any evaluation of the structure to future periods is subject to the risk that procedures may become inadequate because of changes in conditions or that the effectiveness of the design and operation of policies and procedures may deteriorate. -155- 410 PARK NATIONAL BANK BUILDING 5353 WAYZATA BOULEVARD MINNEAPOLIS, MINNESOTA 55416 TELEPHONE: 612 -545 -0424 TELEFAX: 612 -545 -0569 (continued) For the purpose of this report, we have classified the significant internal control structure policies and procedures in the following categories: cash receipts /revenue, cash disbursements /expenditures, payroll, external financial reporting, and grant administration. For all of the internal control structure categories listed above, we obtained an understanding of the design of relevant policies and procedures and determined whether they have been placed in operation, and we assessed control risk. ' During the year ended December 31, 1990, the City of Columbia Heights had no major federal financial assistance programs and expended 74% of its total federal financial assistance under the following ' nonmajor federal financial assistance program: Community Development Block Grant. We performed tests of controls, as required by OMB Circular A -128, to evaluate the effectiveness of the design and operation of internal control structure policies and procedures that we have considered relevant ' to preventing or detecting material noncompliance with specific requirements, general requirements, and requirements governing claims for advances or reimbursements and amounts claimed or used for matching that are applicable to the aforementioned nonmajor programs. Our procedures were less in scope than ' would be necessary to render an opinion on these internal control structure policies and procedures. Accordingly, we do not express such an opinion. We noted certain matters involving the internal control structure and its operation that we consider to be reportable conditions under standards established by the American Institute of Certified Public Accountants. Reportable conditions involve matters coming to our attention relating to significant ' deficiencies in the design or operation of the internal control structure that, in our judgement, could adversely affect the City of Columbia Heights' ability to record, process, summarize, and report financial data consistent with the assertions of management in the general purpose financial statements or to ' administer federal financial assistance programs in accordance with applicable laws and regulations. Because of the limited size of your office staff, your organization has limited segregation of duties. A ' good system of internal accounting control contemplates an adequate segregation of duties so that no one individual handles a transaction from inception to completion. While we recognize that your organization is not large enough to permit an adequate segregation of duties in all respects, it is important that you be aware of this condition. A material weakness is a reportable condition in which the design or operation of one or more of the ' internal control structure elements does not reduce to a relatively low level the risk that errors or irregularities in amounts that would be material in relation to the general purpose financial statements being audited or that noncompliance with laws and regulations that would be material to a federal financial assistance program may occur and not be detected within a timely period by employees in the Inormal course of performing their assigned functions. Our consideration of the internal control structure would not necessarily disclose all matters in the internal control structure that might be reportable conditions and, accordingly, would not necessarily disclose all reportable conditions that are also considered to be material weaknesses as defined above. However, we believe that the reportable condition described above is a material weakness. This condition was ' considered in determining the nature, timing, and extent of the procedures to be performed in our audit of the City of Columbia Heights's general purpose financial statements and of its compliance with requirements applicable to its federal financial assistance programs for the year ended December 31, ' 1990, and this report does not affect our reports thereon dated March 27, 1991. I(continued) -156- In our letter to the City Council, issued in connection with our audit of the City's general purpose financial statements, we have separately communicated our observations and recommendations regarding other matters. This report is intended solely for the use of the City Council and management of the City of Columbia Heights, the cognizant audit agency, and other federal agencies and should not be used for any other purpose. This restriction is not intended to limit the distribution of this report which, upon acceptance by the City Council, is a matter of public record. March 27, 1991 -157- MALLOY PRINCIPALS MZK.ARNOWSKI KENNETH W. MALLOY, CPA C0.9 PLA. THOMAS A. KA I, CPA PAUL A. RADOSEVICHEVICH, CPA INDEPENDENT AUDITOR'S COMPLIANCE REPORT ' BASED ON AN AUDIT OF THE GENERAL PURPOSE FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS City Council and Residents ' City of Columbia Heights Columbia Heights, Minnesota We have audited the general purpose financial statements of the City of Columbia Heights, Minnesota, for the year ended December 31, 1990, and have issued our report thereon dated March 27, 1991. ' We conducted our audit in accordance with generally accepted auditing standards and Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. Compliance with laws, regulations, contracts, and grants applicable to the City of Columbia Heights is the responsibility of the City's management. As part of obtaining reasonable assurance about whether the general purpose financial statements are free of material misstatement, we performed tests of the City's compliance with certain provisions of laws, regulations, contracts, and grants. However, our objective was not to provide an opinion on overall compliance with such provisions. The results of our tests indicate that, with respect to the items tested, the City of Columbia Heights complied, in all material respects, with the provisions referred to in the preceding paragraph. With respect to items not tested, nothing came to our attention that caused us to believe that the City had not complied, in all material respects, with those provisions. This report is intended solely for the use of the City Council and management of the City of Columbia Heights, the cognizant audit agency, and other federal agencies and should not be used for any other purpose. This restriction is not intended to limit the distribution of this report which, upon acceptance by the City Council, is a matter of public record. ' March 27, 1991 -158- 410 PARK NATIONAL BANK BUILDING 5353 WAYZATA BOULEVARD MINNEAPOLIS, MINNESOTA 55416 TELEPHONE: 612 -545 -0424 TELEFAX: 612- 545 -0569 ' MALLOY KARNOWSKI & CO., P.A. INDEPENDENT AUDITOR'S SINGLE AUDIT REPORT ON COMPLIANCE WITH THE GENERAL REQUIREMENTS APPLICABLE TO FEDERAL FINANCIAL ASSISTANCE PROGRAMS City Council and Residents ' City of Columbia Heights Columbia Heights, Minnesota WM101ML7\W-9 KENNETH W. MALLOY, CPA THOMAS A. KARNOWSKI, CPA PAUL A. RADOSEVICH, CPA We have audited the general purpose financial statements of the City of Columbia Heights, Minnesota, for the year ended December 31, 1990, and have issued our report thereon dated March 27, 1991. We have applied procedures to test the City of Columbia Heights' compliance with the following requirements applicable to each of its federal financial assistance programs, which are identified in the ' Schedule of Federal Financial Assistance, for the year ended December 31, 1990: Davis -Bacon Act, civil rights, cash management, relocation assistance, real property management, and Drug -Free Workplace Act. ' Our procedures were limited to the applicable procedures described in the Office of Management and Budget's, Compliance Supplement for Single Audits of State and Local Governments. Our procedures were substantially less in scope than an audit, the objective of which is the expression of an opinion on the City of Columbia Heights' compliance with the requirements listed in the preceding paragraph. Accordingly, we do not express such an opinion. With respect to the items tested, the results of those procedures disclosed no material instances of noncompliance with the requirements listed in the second paragraph of this report. With respect to items not tested, nothing came to our attention that caused us to believe that the City of Columbia Heights had not complied, in all material respects, with those requirements. This report is intended solely for the use of the City Council and management of the City of Columbia Heights, the cognizant audit agency, and other federal agencies and should not be used for any other purpose. This restriction is not intended to limit the distribution of this report which, upon acceptance by the City Council, is a matter of public record. March 27, 1991 -159- 410 PARK NATIONAL BANK BUILDING 5353 WAYZATA BOULEVARD MINNEAPOLIS, MINNESOTA 55416 TELEPHONE: 612 -545 -0424 TELEFAX: 612 -545 -0569 MALLOY KARNOWSKI ZIE&CO,PLA. INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE WITH SPECIFIC REQUIREMENTS APPLICABLE TO NONMAJOR RELATED FEDERAL FINANCIAL ASSISTANCE PROGRAM TRANSACTIONS City Council and Residents City of Columbia Heights Columbia Heights, Minnesota PRINCIPALS KENNETH W. MALLOY, CPA THOMAS A. KARNOWSKI, CPA PAUL A. RADOSEVICH, CPA We have audited the general purpose financial statements of the City of Columbia Heights, Minnesota, for the year ended December 31, 1990, and have issued our report thereon dated March 27, 1991. In connection with our audit of the general purpose financial statements of the City of Columbia Heights, and with our study and evaluation of the internal control systems used to administer federal financial assistance programs, as required by OMB Circular A -128, Audits of State and Local Governments, we selected certain transactions applicable to certain nonmajor federal financial assistance programs for the year ended December 31, 1990. As required by OMB Circular A -128, we have performed auditing procedures to test compliance with the requirements governing types of services allowed or unallowed, eligibility, and any other procedures that are applicable to those transactions. Our procedures were substantially less in scope than an audit, the objective of which is the expression of an opinion on the City's compliance with these requirements. Accordingly, we do not express such an opinion. With respect to the items tested, the results of those procedures disclosed no material instances of noncompliance with the requirements listed in the preceding paragraph. With respect to items not tested, nothing came to our attention that caused us to believe that the City had not complied, in all material respects, with those requirements. This report is intended solely for the use of the City Council and management of the City of Columbia Heights, the cognizant audit agency, and other federal agencies and should not be used for any other purpose. This restriction is not intended to limit the distribution of this report which, upon acceptance by the City Council, is a matter of public record. O i March 27, 1991 410 PARK NATIONAL BANK BUILDING 5353 WAYZATA BOULEVARD MINNEAPOLIS, MINNESOTA 55416 TELEPHONE: 612 -545 -0424 TELEFAX: 612 -545 -0569 SU0011 �MALLOY RNOWSKI CQ,P.A. INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE WITH MINNESOTA STATE LAWS AND REGULATIONS City Council and Residents City of Columbia Heights Columbia Heights, Minnesota PRINCIPALS KENNETH W. MALLOY, CPA THOMAS A. KARNOWSKI, CPA PAUL A. RADOSEVICH, CPA We have audited the general purpose financial statements of the City of Columbia Heights, Minnesota, for the year ended December 31, 1990, and have issued our report thereon dated March 27, 1991. Our audit was made in accordance with generally accepted auditing standards and the provisions of the Legal ' Compliance Audit Guide promulgated by the Legal Compliance Task Force pursuant to Minnesota Statutes Section 6.65. Accordingly, the audit included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. ' The Legal Compliance Audit Guide covers five main categories of compliance to be tested: contracting and bidding, deposits and investments, conflicts of interest, public indebtedness, and claims and disbursements. Our study included all of the listed categories. The results of our tests indicate that for ' the items tested the City of Columbia Heights complied with the material terms and conditions of applicable legal provisions, except as noted on the Schedule of Findings. Further, for the items not tested, based on our audit and the procedures referred to above, nothing came to our attention to indicate ' that the City had not complied with such legal provisions. This report is intended solely for the use of the City Council and management of the City of Columbia Heights, the cognizant audit agency, and other federal agencies and should not be used for any other purpose. This restriction is not intended to limit the distribution of this report which, upon acceptance by the City Council, is a matter of public record. IMarch 27, 1991 410 PARK NATIONAL BANK BUILDING 5353 WAYZATA BOULEVARD MINNEAPOLIS, MINNESOTA 55416 TELEPHONE: 612-545-0424 TELE FAX: 612- 545 -0569 -161- CITY OF COLUMBIA HEIGHTS SCHEDULE OF FINDINGS Year Ended December 31, 1990 Program/Law Resolution of Prior Year Finding Findings related to the Housing and Redevelopment Authority: Comprenhensive Improvement Assistance The Modernization Cost Certificates (HUD Form Program (CIAP) - 53001) filed for these projects were audited in Modernization Project Numbers 1990. MN 105 -901, MN105 -902 ' Minnesota Statutes Section 471.38, Subdivision 2 Current Year Findings Minnesota Statutes Section 471.38, Subdivision 2 requires that each declaration for payment be signed to the effect that such account, claim, or demand is just and correct and that no part of it has been paid. No such declaration statement was used by the Housing and Redevelopment Authority during 1990. -162-