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HomeMy WebLinkAbout2024.10.14 FCAC IT Y C O UNC I L/F INANC I AL C O M M IS S IO N M E E T I NG City Hall Council Chambers October 14, 2024 AGE NDA 1.Call to Order - 5:00 p.m. The City Council requests that attendees turn off cell phones and pagers during the meeting. A copy of the full City C ounc il packet is available to the public . The packet ring binder is loc ated at the entrance of the council chambers. 2.Roll call 3.P resentation of the Audit Report and M anagement Letter a.Presentation of the 2023 Audit Report 4.Council/Commission Questions 5.M iscellaneous 6.Adjourn COU N C IL ITEM MEMOR ANDUM DAT E:10/14/2024 TO :Dr. R eggie Edwards , C ity Manager T HR O UG H:N/A F R O M:Angela Holm, F inance Director S UBJ EC T:P resentation of the 2023 Audit R eport Background: AT TAC HME N T S: Desc ription Upload Date Type 2023 Audit P res entation 10/11/2024 P res entation City of Brooklyn Center 2023 Financial Statement Audit Introduction •Audit Results •General Fund •Other Governmental Funds •Enterprise Funds •Key Performance Indicators 2 3 Audit Results Minnesota Legal ComplianceAuditor’s Opinion Single Audit Report Unmodified opinion under GAAP No instances of noncompliance No instances of noncompliance with OMB Compliance Supplement requirements Audit Results 2023 Audit Findings •Internal Controls over Credit Cards •Internal Control Finding •Monthly Reports and Monitoring •Internal Control Finding 4 5 •Internal Controls over Federal Procurement •Removed for 2023 Results from Prior Year 2022 Audit Findings 6 General Fund Fund Balances 51.2% 52.0%52.0% 45.7%47.9% $22,416,569 $23,793,989 $23,755,527 $28,668,929 $28,006,619 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 $20,000,000 $22,000,000 $24,000,000 $26,000,000 $28,000,000 $30,000,000 2019 2020 2021 2022 2023 2024 City Fund Balance Policy (50% to 52%) Unassigned Fund Balance Budget 7 General Fund Budget to Actual Final Budgeted Actual Variance with Amounts Amounts Final Budget Revenues 27,678,297$ 26,787,439$ (890,858)$ Expenditures 29,530,929 27,821,556 1,709,373 Excess (Deficiency) of Revenues Over (Under) Expenditures (1,852,632) (1,034,117) 818,515 Other Financing Sources (Uses) Administrative services reimbursed 2,032,632 1,771,717 (260,915) Transfers out (180,000) (180,000) - Total Other Financing Sources (Uses)1,852,632 1,591,717 (260,915) Net Change in Fund Balances - 557,600 557,600 Fund Balances, January 1 13,038,219 13,038,219 - Fund Balances, December 31 13,038,219$ 13,595,819$ 557,600$ 8 General Fund Revenues by Type $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 Taxes Intergovernmental Transfers Other 2021 2022 2023 9 General Fund Expenditures by Type $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 General Government Public Safety Public Works Parks and Recreation Economic Development Other 2021 2022 2023 10 Special Revenue Fund Balances Increase 2023 2022 (Decrease) Major Tax Increment District No. 3 21,605,846$ 22,741,645$ (1,135,799)$ Nonmajor Housing and Redevelopment Authority 1,612 2,338 (726) Economic Development Authority 1,534,689 1,682,109 (147,420) Community Development Block Grant 72,376 72,376 - Police Forfeitures 104,772 87,490 17,282 Revolving Loan 142,405 41,272 101,133 Centerbrook Golf Course (257,858) (224,145) (33,713) Tax Increment District No. 2 1,711,863 1,664,926 46,937 Tax Increment District No. 5 552,893 379,386 173,507 Tax Increment District No. 6 36,237 54,962 (18,725) Tax Increment District No. 7 451,317 304,496 146,821 Tax Increment District No. 8 128,534 44,041 84,493 Tax Increment District No. 9 (2,089) - (2,089) Tax Increment District No. 10 (2,433) - (2,433) City Initiative Grants 2,291,366 949,672 1,341,694 Opioid Settlement Funds 77,689 10,140 67,549 American Rescue Plan Act - - - Total 28,449,219$ 27,810,708$ 638,511$ Fund Fund Balances December 31 11 Capital Project Fund Balances Increase 2023 2022 (Decrease) Nonmajor Capital Improvements 1,728,419$ 1,463,955$ 264,464$ Municipal State Aid for Construction 3,941,993 2,582,195 1,359,798 Capital Reserve Emergency (543,963) 1,092,613 (1,636,576) Special Assessment Construction (798,565) 868,843 (1,667,408) Street Reconstruction 6,282,679 5,465,268 817,411 Technology 341,388 285,160 56,228 Total 10,951,951$ 11,758,034$ (806,083)$ Fund December 31 Fund Balances 12 Capital Project Fund Balances (Continued) $(2,000,000) $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 Nonspendable Restricted Committed Assigned Unassigned 2021 2022 2023 13 Debt Service Total Cash and Total Bonds Year of Investments Assets Outstanding Maturity 316 General Obligation Improvements Bonds 2013B 99,797$ 104,425$ -$ Matured 317 General Obligation Improvements Bonds 2015A 556,881 712,017 1,062,688 2026 318 General Obligation Improvements Bonds 2016A 266,294 266,981 775,000 2027 319 General Obligation Improvements Bonds 2017A 733,036 983,303 1,945,000 2028 320 General Obligation Improvements Bonds 2018A 825,217 1,405,030 2,415,000 2029 321 General Obligation Improvements Bonds 2019A 1,075,647 1,912,520 2,620,000 2030 322 General Obligation Improvements Bonds 2020A 245,203 245,968 1,720,000 2031 323 General Obligation Improvements Bonds 2021A 738,131 1,640,774 2,755,000 2032 324 General Obligation Improvements Bonds 2022A 525,296 785,748 2,095,000 2033 372 Tax Increment Bonds 2016C 1,650 1,650 - Matured 373 Tax Increment Bonds 2016B 1,550 1,550 2,075,000 2029 374 Tax Increment Bonds 2013A 800 800 - Matured Total 5,069,502$ 8,060,766$ 17,462,688$ Total Remaining Interest Paymen 1,939,593$ Description 14 Debt Service (Continued) $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Principal Interest 15 Internal Service Balances Increase Cash 2023 2022 (Decrease)Balance Central Garage 8,971,626$ 8,178,227$ 793,399$ 3,816,736$ EE Retirement Benefit (2,812,944) (2,499,351) (313,593) - EE Comp Absences - - - 1,372,807 Pension - GERP (7,301,009) (7,020,007) (281,002) - Pension - PEPFP (5,993,242) (5,476,992) (516,250) - Total (7,135,569)$ (6,818,123)$ (317,446)$ 5,189,543$ Fund Balances December 31 Fund 16 Water Utility Fund Cash Flows from Operations and Cash Balances $4,124,408 $4,331,324 $4,173,717 $5,021,017 $2,133,030 $2,213,640 $2,624,748 $2,677,098 $2,247,206 $2,325,717 $2,571,462 $2,731,029 $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 2020 2020 2021 2021 2022 2022 2023 2023 Operating Receipts Operating Disbursements Debt Payments $3,392,232 $3,678,282 $4,043,403 $4,066,519 $3,135,562 $2,359,055 $1,223,814 $176,178 $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 2020 2021 2022 2023 Actual Cash Minimum Target Balance (Following Year Debt Service Plus 50% of Operating Costs) 17 Sanitary Sewer Utility Fund Cash Flows from Operations and Cash Balances $4,651,102 $4,725,866 $5,001,344 $5,222,756 $3,290,666 $3,499,262 $3,670,842 $4,137,545 $640,782 $764,485 $921,002 $1,024,234 $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 2020 2020 2021 2021 2022 2022 2023 2023 Operating Receipts Bond Proceeds Operating Disbursements Debt Payments $2,409,818 $2,670,633 $2,859,655 $3,091,624 $4,878,097 $4,309,130 $4,397,803 $4,191,553 $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 2020 2021 2022 2023 Restricted Actual CashMinimum Target Balance (Following Year Debt Service Plus 50% of Operating Costs) 18 Storm Drainage Utility Fund Cash Flows from Operations and Cash Balances $1,715,071 $1,819,733 $1,814,981 $1,893,453 $891,718 $777,382 $864,025 $937,349 $351,396 $475,663 $555,938 $684,962 $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 $1,800,000 $2,000,000 2020 2020 2021 2021 2022 2022 2023 2023 Operating Receipts Bond Proceeds Operating Disbursements Debt Payments $921,522 $944,629 $1,116,975 $1,153,039 $4,119,635 $4,998,747 $4,425,391 $4,977,736 $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 2020 2021 2022 2023 Restricted Actual Cash Minimum Target Balance (Following Year Debt Service Plus 50% of Operating Costs) 19 Municipal Liquor Fund Cash Flows from Operations and Cash Balances $5,544,894 $5,409,136 $7,411,344 $6,633,874 $6,178,991 $5,817,927 $6,810,369 $6,516,468 $75,674 $185,050 $294,679 $214,851 $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 2020 2020 2021 2021 2022 2022 2023 2023 Operating Receipts Operating Disbursements Debt Payments $1,729,798 $1,749,161 $1,917,443 $1,842,517 $1,441,472 $846,457 $1,123,446 $1,066,343 $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 2020 2021 2022 2023 Restricted Actual Cash Minimum Target Balance (Following Year Debt Service Plus 50% of Operating Costs) 20 Liquor Store - Statewide Averages vs. Brooklyn Center Liquor Store Total Total Total Sales 5,556,568$ 100.0 %6,909,980$ 100.0 %6,565,245$ 100.0 % Cost of Sales (4,130,013) (74.3) (5,108,499) (73.9) (4,619,717) (70.4) Gross profit 1,426,555 25.7 1,801,481 26.1 1,945,528 29.6 Operating Expenses (1,756,432) (31.6) (1,790,242) (25.9) (1,973,321) (30.1) Operating Income (Loss)(329,877) (5.9) 11,239 0.2 (27,793) (0.5) Nonoperating Income (Expenses)278,706 5.0 (70,475) (1.0) (14,878) (0.2) Change in Net Position (51,171)$ (0.9) (59,236)$ (0.8) (42,671)$ (0.7) Cash and Temporary Investments 846,457$ 1,123,446$ 1,066,343$ 2022 Percent 2023 Percent 2021 Percent Sales 100.0 %100.0 %100.0 % Cost of Sales 74.1 73.7 73.7 Gross Profit 25.9 26.3 26.3 Operating Expenses 18.6 16.0 16.0 Operating Income 7.3 10.3 10.3 Nonoperating Revenues (Expenses)- 0.3 0.3 Income Before Transfers 7.3 %10.6 %10.6 % Source: Analysis of Municipal Liquor Store Operations, for the year ended December 31, 2021. Published by the Minnesota Office of the State Auditor. of Sales of Sales of Sales Off-Sale Only 2020 2021 2022 Percent Percent Percent 21 Heritage Center of Brooklyn Center Fund Cash Flows from Operations and Cash Balances $1,824,203 $1,631,370 $3,169,983 $3,829,228 $2,823,742 $2,477,930 $3,760,452 $4,247,633 $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 2020 2020 2021 2021 2022 2022 2023 2023 Operating Receipts Operating Disbursements Debt payments (including related transfers) $1,411,871 $1,238,965 $1,880,226 $2,123,817 $1,662,759 $813,319 $177,821 $(182,660) $(500,000) $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 2020 2021 2022 2023 Actual Cash Minimum Target Balance (50% of Operating Costs) 22 Street Light Utility Fund Cash Flows from Operations and Cash Balances $489,750 $498,524 $511,742 $508,396 $225,866 $299,608 $373,770 $458,489 $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 2020 2020 2021 2021 2022 2022 2023 2023 Operating Receipts Operating Disbursements Debt payments (including related transfers) $112,933 $149,804 $186,885 $229,245 $1,152,977 $795,499 $461,598 $535,916 $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 2020 2021 2022 2023 Actual Cash Minimum Target Balance (50% of Operating Costs) 23 Recycling Utility Fund Cash Flows from Operations and Cash Balances $398,449 $402,156 $394,693 $414,073 $397,747 $401,977 $362,384 $571,503 $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 2020 2020 2021 2021 2022 2022 2023 2023 Operating Receipts Operating Disbursements Debt payments (including related transfers) $198,874 $200,989 $181,192 $285,752 $205,558 $205,278 $231,202 $78,526 $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 2020 2021 2022 2023 Actual Cash Minimum Target Balance (50% of Operating Costs) 24 Cash and Investments Balances by Fund Type $65,014,927 $57,010,506 $57,489,609 $- $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 2021 2022 2023 General Fund Capital Funds Special Revenue Funds Debt Service Funds Enterprise Funds Internal Service Funds 25 Taxes Key Performance Indicators 2020 2021 2022 2023 Class 2 Cities (20,001 - 100,000)43.1%42.7%N/A N/A Comparable City Group 44.5%43.8%N/A N/A Cities in Hennepin County 41.5%40.1%N/A N/A City of Brooklyn Center 66.6%66.3%57.1%56.0% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% Tax Rate 26 Taxes Key Performance Indicators 2020 2021 2022 2023 Class 2 Cities (20,001 - 100,000)$620 $654 N/A N/A Comparable City Group $710 $751 N/A N/A Cities in Hennepin County $847 $878 N/A N/A City of Brooklyn Center $807 $848 $690 $680 $- $200 $400 $600 $800 $1,000 $1,200 Taxes -Per Capita 27 Debt Key Performance Indicators 2020 2021 2022 2023 Class 2 Cities (20,001 - 100,000)10.85%12.08%N/A N/A Comparable City Group 12.13%15.01%N/A N/A Cities in Hennepin County 12.80%12.62%N/A N/A City of Brooklyn Center 16.31%16.21%16.50%8.05% -10.00% -5.00% 0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 30.00% Debt Service Expenditures as a Percent of Current Expenditures 28 Expenditures Key Performance Indicators 2020 2021 2022 2023 Class 2 Cities (20,001 - 100,000)$755 $739 N/A N/A Comparable City Group $851 $778 N/A N/A Cities in Hennepin County $913 $929 N/A N/A City of Brooklyn Center $744 $784 $850 $990 $- $200 $400 $600 $800 $1,000 $1,200 $1,400 Current Expenditures -Per Capita 29 Expenditures Key Performance Indicators 2020 2021 2022 2023 Class 2 Cities (20,001 - 100,000)$319 $315 N/A N/A Comparable City Group $239 $187 N/A N/A Cities in Hennepin County $430 $447 N/A N/A City of Brooklyn Center $281 $413 $284 $108 $- $50 $100 $150 $200 $250 $300 $350 $400 $450 $500 Capital Expenditures -Per Capita 30 Your Abdo Team Tom Olinger, CPA Partner thomas.olinger@abdosolutions.com Layne Kockelman, CPA Senior Manager layne.kockelman@abdosolutions.com Ellie Singleton Associate ellie.singleton@abdosolutions.com Dave Abriol Associate dave.abriol@abdosolutions.com Phien Doan Associate phien.doan@abdosolutions.com