Loading...
HomeMy WebLinkAbout2008 06-02 CCP Joint Work Session with Financial Commission AGENDA CITY COUNCIL/FINANCIAL COMMISSION JOINT WORK SESSION June 2, 2008 6:30 P.M. Council C�hambers City Hall l. Call to Order 2. Comprehensive Annual Financial Report for 2007 a. Auditor's Qpinion, Special Purpose Audit Reports, Management Report Malloy, Montague, Karnowski Radosovich, Ltd. b. Staff Comments c. Questions and Comments 3. Adjourn Budget Projected Actual Projected to 2007 2007 2007 Actual Water Fund Capital0utlay 800,700 580,850 576,661 (4,189) Ending Cash Balance 1,318,736 1,982,578 2,068,788 86,210 Sanitary Sewer Fund Capital0utlay 1,319,000 392,490 436,649 44,159 Ending Cash Balance 1,342,917 2,391,654 2,464,116 72,462 Storm Sewer Fund Capital0utlay 1,406,500 1,221,846 1,090,487 (131,359) Ending Cash Balance 839,969 1,164,000 1,380,820 216,820 Streetlight Fund CapitalOutlay 111,000 112,440 26,810 (85,630) Ending Cash Balance 39,064 50,503 154,091 103,588 Budget Projected Actual Projected to 2007 2007 2007 Actual Capital Improvements Fund Ending Cash Balance 517,594 501,195 635,570 134,375 Street Reconstruction Fund Ending Cash Balance 1,116,811 1,422,428 1,422,781 353 MSA Construction Fund Ending Cash Balance 52,011 13,539 60,281 46,742 Debt by Type 25,000,000 20,000,000 15,000,000 10,000,000 5,000,000 4 i i 2004 2005 2006 2007 General Obligartion Debt Tax Increment Debt Improvement Debt Total Debt 35,000,000 30,000,000 i 25,000,000 20,000,000 15,000,000 10,000,000 i 5,000,000 2004 2005 1�9Q� 2007 o�O�(D Vemorandum Date: 29 May 2008 To: Curt Boganey, City Manager n r From: Daniel Jordet, Director of Fiscal Support Services Re: 2007 Comprehensive Annual Financial Report On Monday evening, 2 June 2008 at 6:30 PM, the City Council and Financial Commission are scheduled to convene a joint work session to review financial activities �or the 2007 fiscal year. Attached hereto are three documents we will be using to review the financial activities. They are: o The Comprehensive Annual Financial Report (CAFR) o The Special Purpose Audit Reports (prepared by the auditors) o The Management Report (prepared by the auditors) Our audit firm for these documents is completing its first audit of the City under a new Letter of Engagement. Malloy, Montague, Karnowski, Radosevich Co., P.A. (MMKR) presented the most attractive proposal last .lanuary for provision of audit services for the 2007 through 2012 fiscal years. The Principal in charge of our audit, James Eichten, C.P.A., will be present at the meeting to review these documents from the perspective of the auditors and users of the CAFR. Following Mr. Eichten's report, I will review sections of the 2007 financial reports from the perspective of additional general financial management information and the use of the financial statements in preparation of the operating budget for the 2009 fiscal year. If you have questions or would like further information please let me know. y{� A Z k i V 1 4 u M=a f'h N� S 5 J f h+� J /C'� a }L A y ��l f 4 �k I 3 fr a� 3 4�� 2, Y S j 7 X ..i ��x M t t A j 1. f r 4 ti. y r k yt, x r t� y Y s a 3. 1 j 4�.�t,� t i 'e �;r i 1 D s r 4 y .H K r k y t q' k f ✓e; �Z �7 R d+ 't A 2 Y Y v� y x x k s i r i 4 i s F "°a r aw Y 4 �s. t M q j .t y y z a x 7 F x i Y a� Y i 1 T J r �t Y ho 3 ,y z Y �,r d i r y� t v r t r i r a c a t T s� r b r �kt (z w r e r J` -C w r z r d s U i' Y a t, 4 r z m r f t t t;, k S� a r <f s F E a y �t ��r t� s u r �,a ts i� n s��; 3` :S h3 t k �a.� x p ,r i y a a y. C t f �F '4 r r� a r h y .2 1 j t �kr j 5 s t k fl 3 '..f t t Z4 h� 7 4 S Je k` 1 �a sM t a 1 F as y r ,g,, 4 C r 1 b C .�f y J 714. t S Y 7 K Wi f Y 4 7 "'ii x h s t f d J ,.^2 4 2 i $f L ix S 4 1. kS }t t r a r 'm k, r t� x r d r f 5.> 5 x '�l 1�. S C �L t t� f 6 e t.� y i a r �r a r: 't 7� Yt �Y. Y 5 k 7 P� S �'S': 4 4 'i �.ry 1 r y tp �F u t t d .Z S x .ti k �i s t t `t h t f F il?. �'i d���. k�+ A 5i F t Y! i �M h G k� 1 y Y t i A ,r J t k i 7i h k tK F y S t i 'v x '�t` n o- �,'s° a i r k i i* 5 f e� y f Y t b 4 t r p 4 r 'g� E 4�� a x Y h.� M1 t} d+ F ri� w �'r�z t., M� r u j a. a H u� :.Y r t k T r a; r t i ������C� E `"5 rt� f� Y h i y z 6 n„ i� t t t aS Y 4 0 n z S Y p G N F G l` 3 I A Y .�f f ��'�i e ,�S "i�* f J X y, J z r .��i Y� i G •,a c W y d r S( 4 Qr G J f X T V�� b� n 1 y a b� r� r.. t n i�� c c� a r t �t k y r a r 7�� f 1 t A .r �.i a a fi t r fi �,a z F k t t `}4 E v y 3 r t Y 'K t t z p 6 h. �t ty' P:f F 5` T t; 4 1 i y h y� "i 4 2'� t �f f 3 r 4 1 G1� 1 f f K� 3' b .5 l 9 1� a x a d 5 d 3 m 3 g y 3 f y k y n t k j S� fl �i r 5 ry "f 'a x n k g h y f v"3 s t y �,1� t� t �s E ,.J h S 1 i k M v d. ;�k 4 iCt'� y 4 3 'fl y 3 3 �X G��� p l� R J"i Y e l K' 3 f Y ,y x f 4 d 1 K 2 f 1 S F j a m k t r y "1 y a ,�4 Fd F "y F 5 i W� 9 r f 4 ,"-S x x "'4 s s s r.. z i,,. �.i t, _.w ,,..,�.,1 COMPREHENSIVE ANNUAL FINANCIAL REPORT OF THE CITY OF BROOKLYN CENTER, MINNESOTA Cornelius L. Boganey City Manager Prepared By: FINANCE DIVISION DEPARTMENT OF FISCAL SUPPORT SERVICES I Daniel Jordet Director Clara Hilger Assistant Finance Director I D FOR THE YEAR ENDE DECEMBER 31, 2007 (Member of Government Finance Officers Association of the United States and Canada) 'i Table of Contents INTRODUCTORY SECTION Letter of Transmittal 1 PrincipalOfficials 6 Organizational Chart 7 FINANCIAL 5ECTION Independent Auditor's Report 9 Management's Discussion and Analysis 11 Basic Financial Statements: Statement' of Net Assets 21 Statement of Activities 22 Governmental Funds Balance Sheet 26 Statement of Revenues, Expenditures, and Changes in Fund Balances 30 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of the Governmental Funds to the Statement of Net Activities 33 Proprietary Funds Statement of Net Assets 34 Statement of Revenues, Expenses, and Changes in Fund Net Assets 36 Statement of Cash Flows 38 Notes to the Financial Statements 41 Reauired Sunblementarv Information: Budgetary Comparison Schedule-General Fund 71 Budgetary Comparison Schedule-Tax Increment District No. 3. 77 Note to Required Supplementary Information 78 Combinin� and Individual Fund Statements and Schedules: Nonmajor Governmental Funds Combining Balance Sheet 80 Combining Statement of Revenues, Expenditures and Changes in Fund Balances 81 Combining Balance Sheet-Nonmajor Special Revenue Funds 84 Combining Statement of Revenues, Expenditures and Changes in Fund Balances-Nonmajor Special Revenue Funds 86 I l I FINANCIAL SECTION (Continued) Schedule of Revenues, Expenditures, and Changes in Fund Balance-Budget and Actual: Special Revenue Fund-Housing and Redevelopment Authority 88 Special Revenue Fund-Economic Development Authority 89 Special Revenue Fund-Earle Brown Tax Increment District 90 Special Revenue Fund-Tax Increment District No. 4 91 Special Revenue Fund-Police Drug Forfeiture 92 Special Revenue Fund-Community Development Block Grant 93 Special Revenue Fund-City Initiatives Grant 94 Combining Balance Sheet-Nonmajor Debt Service Funds 96 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances-Nonmajor Debt Service Funds 97 Schedule of Revenues, Expenditures, and Changes in Fund Balance-Budget and ActuaL• Debt Service Fund-G.O. Im rovement Bonds 98 P Debt Service Fund-General Obligation Bonds 99 Debt Service Fund-Tax Increment Bonds 100 Combining Balance Sheet-Nonmajor Capital Project Funds 102 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances-Nonmajor Capital Project Funds 104 Schedule of Revenues, Expenditures, and Changes in Fund Balance-Budget and Actual: Ca ital Pro'ect Fund-Infrastructure Construction 106 P J Capital Project Fund-Capital Improvements 107 Capital Project Fund-Municipal State Aid for Construction 108 Capital Project Fund-Earle Brown Heritage Center Improvements 109 Capital Project Fund-Street Reconstruction 110 Capital Project Fund-Technology 111 Nonmajor Enterprise Funds Combining Statement of Net Assets 114 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets 115 Combining Statement of Cash Flows 116 I Internal Service Funds Combining Statement of Net Assets 118 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets 119 Combining Statement of Cash Flows 120 ii STATISTICAL SECTION unaudited Net Assets by Component 122 Changes in Net Assets 123 Governmental Activities Tax Revenue by Source 127 I� Fund Balances Governmental Funds 128 Changes in Fund Balances Governmental Funds 130 Assessed Tax Capacity and Estimated Actual Value of Taxable Property 132 Pro e Tax Rates Direct and Overla in Governments 134 P rtY PP g Principal Property Taxpayers 136 Properiy Tax Levies and Collections 137 Ratios of Outstanding Debt by Type 138 Ratios of General Bonded Debt Outstanding 139 Computation of Direct and Overlapping Debt 140 Legal Debt Information 141 Pledged Revenue Coverage 142 Demographic and Economic Statistics 144 Principal Employers 145 Full Time City Government Positions by Function 146 Operating Indicators by Function 147 Capital Asset Statistics by Function 148 iii T his page has been let� b/ank intentionally. 1 City of Brooklyn Center A Millennium Community May 27, 2008 Honorable Mayor and Members of the City Council City of Brooklyn Center Transmitted herewith is the Comprehensive Annual Financial Report of the City of Brooklyn Center for the fiscal year ended December 31, 2007. Management of the City of Brooklyn Center assumes full responsibility for the completeness and reliability of the information contained in this report based on the current system of internal controL Minnesota Statutes and City Charter Section 7.12 require that the financial statements of the City of Brooklyn Center be audited annually by the State Auditor or a certified public accountant selected by the City Council. These financial statements have been audited by Malloy, Montague, Karnowski, Radosevich, Co., P.A. (MMKR). Their report is included in the financial section of this report. In addition, MMKR is required to issue an opinion on the City's management and accounting for grant funds from the federal government. This "Single Audit" opinion, when inciuded, is designed to meet the monitoring needs of federal grantor agencies. That report is not required for 2007 as the City received less than 500,000 in total federal grants. Management's Discussion and Analysis (MD&A) immediately follows the independent auditor's report and provides a narrative introduction, overview, and analysis of the basic financial statements. Management's Discussion and Analysis complements this letter of transmittal and should be read in conjunction with it. Profle of the City of Brooklyn Center The City of Brooklyn Center was incorporated in 1911 and is located in northern Hennepin County. The City has operated under the council-manager form of government since the adoption of the City Charter in 1966. The governing body is comprised of the Mayor and four Council Members elected at large. All members serve four-year terms with two of the Council Members standing for election during each national election year cycle. The Mayor and Council Members hire a City Manager who runs the daily operations of the City. 6301 Shingle Creek Parkway Recreation and Community Center Phone TDD Number Brooklyn Center, MN 55430-2199 (763) 569-3400 City Hall TDD Number (763) 569-3300 FAX (763) 569-3434 FAX (763) 569-3494 www.cityo fbrooklyncenter.org planning, parks and recreation activities, construction and maintenance of streets, provision of water, wastewater collection and treatment, stormwater collection and treatment, and street lighting. Community and economic development are facilitated through a Housing and Redevelopment Authority and an Economic Development Authority. The City also has internal departments providing human resources, engineering, financial management and information technology support to these various functions. The City operates a conference and meeting facility at the Earle Brown Heritage Center, two municipal liquor stores, and Centerbrook, a nine-hole executive golf course. Financial planning and control for the City of Brooklyn Center is based on the Annual Operating Budget and the multi-year Capital Improvement Program. Under Minnesota Statutes, a preliminary property tax levy must be adopted no later than September 15 of each year for the ensuing year's collection. This establishes a maximum levy that may subsequently be lowered but not raised. Effective establishment of this levy requires that a preliminary budget be prepared. The City Manager prepares such a budget each summer and presents it to the City Council in August, prior to the consideration of the preliminary tax levy. In addition, the City Council reviews the recommended rates and charges for utility funds and other operations on an annual basis as part of the budget process. Citizens receive a notice of taxes proposed for their individual properties in November based on the preliminary levies established by all taxing districts. Following the receipt of this notice citizens are invited to public hearings known as Truth in Taxation hearings in each jurisdiction. The City's hearing includes information about the budget, the property tax levy and the priorities of the Ci Council for the comin ear as made evident b the bud et allocations. Public tY 9 Y Y 9 omment is heard and considered at this hearin The final ro e tax le is i 9 p P�Y �Y adopted at a subsequent meeting. This forms the basis for the budget preparation and P resentation framework. In addition, a Capital Improvement Program is reviewed and revised during the budget process each year. This includes projects for which the City must issue debt and/or fited ro e owners. Bec ause there assess portions of the cost to adjacent or bene p p rty are limited funds available each year and the City does not wish to issue excessive amounts of debt these ro'ects must be reviewed and re rioritized as the Ca ital p J P p Improvement Program is developed each year. Economic Condition and Outlook The City of Brooklyn Center is a northern suburb of the Twin Cities metropolitan area, ad�acent to the Ci of Minnea olis and located 10 miles from its downtown area. The 7 tY P City is wholly within Hennepin County and covers an area of about 8.5 square miles. The Mississippi River forms the City's eastern boundary. 2 The City experienced its most rapid growth from 1950 to 1970 when the City's population grew from 4,300 to its peak of 35,173. The 2000 Census data for the City was 29,172, a slight increase from the 1990 Census data of 28,887. The number of housing units has remained stable at 11,430 units; there were 11,704 housing units in 1990. As in most mature, first-ring suburbs there is a slight trend toward conversion of single family homes to rental properties. I, The total estimated market value of real and personal property within the City increased 5.13% in 2007 over 2006, 6.39% in 2006 over 2005, and 7.51% in 2005 over 2004. Industrial values posted the largest gains going up nearly 15%. Multi-family and personal property values declined slightly from 2006 to 2007. Demand for starter homes has continued to drive up values of residential property in the City. Major transportation routes in and through the City, including Interstates 94 and 694, and State Highways 100 and 252, have provided a continued impetus for development of a strong commercial tax base in the City along these corridors. Commercial/industrial properties account for 30% of the City's taxable net tax capacity in 2007, declining from the 31% in 2006. This reflects final tax court decisions on the Brookdale Center Mall properties lowering their values substantially. Brookdale Center, a 1,093,931 square-foot regional shopping center, is the largest commercial property in the City. Factors Affecting Financial Condition Maior Events of 2007 and Local Economv Brooklyn Center is a mature, developed suburb that is working to revitalize itself. With its affordable housing, excellent schools, beautiful parks, and convenient transportation access it has the potential to continue to be a vibrant community for many years to come. The revitalization of Brooklyn Center is proceeding on three tracks: replacement and renewal of the commercial areas of the City; reconstruction and enhancement of its invi ra ion of nei htaorhoods. streets, utilities, and parks, and the re go t g Redevelopment continued to be the key to commercial and industrial tax base growth. The City has acquired three adjacent business properties at the intersection of Highway 100 and Interstate 94. The buildings on the sites were demolished and Phase I environmental assessments prepared. This created a 14 acre redevelopment site. Negotiations are underway to deve{op 140,000 square feet of Class A office space and an adjacent parking structure on 8 acres of the site. The former Hmong-American Shopping Center has encountered delays because of environmental clean-up of contaminants for a dry cleaning shop. The extent of �he contamination has been determined and a remediation plan is underway. The issue is expected to be resolved by the fourth quarter of 2008. 3 The City's "Opportunity Site" continues to be a focus for redevelopment efForts. The City's acquisition of a former car dealership site presents an opportunity to combine its parcel with adjacent properties to create a large redevelopment project site along County Road 10 and Highway 100. The hospitality industry contributes a significant amount to Brooklyn Center's economy. Lodging tax provided over 370,000 for 2007 fiscal year operations. While one outdated hotel facility was acquired by the City and demolished for redevelopment, construction began at a different site on a new 260 bed hotel facility adjacent to the City's Earle Brown Heritage Center conference facility. The new hotel will be connected to the conference facility by an enclosed walkway. Completion of the new facility is expected in 2009. Infrastructure and Transnortation As part of a planned replacement of the aging infrastructure, the City continued the program for street and utility improvements by reconstructing the Riverwood Area neighborhood streets in 2007. While streets are replaced, aging water, sanitary and storm sewer infrastructure is also repaired or replaced. These improvements are funded by general obligation improvement bonds supported with special assessments against benefited properties, and funds from the capital projects funds and utility enterprise funds. About one twenty-fifth of the City's streets and utilities are reconstructed each year. It is expected that this will be a perpetual process, since at the end of twenty-five years it will be necessary to begin anew with the streets that were done first. Another benefit of these neighborhood projects has been the increased interest by residents in the maintenance and cleanup of their individual properties through paint, landscaping and structural repairs. Development of utility rate models has improved the City's ability to generate cash flow and schedule improvements to the water and sewer systems. Separate funds for street lighting and stormwater drainage have also helped control and prioritize infrastructure improvements and operations in these areas. Cash Manaaement The City of Brooklyn Center receives interest on all funds deposited by the City in its bank and investment accounts. During 2007 daily funds were moved to a"sweep" account paying interest on overnight deposits. The rate on this daily sweep declined during 2007 from 4.5% to a rate at the end of the year of 3.375%. The proceeds of this daily investment ofFset the banking fees charged by the City's main bank, Wells Fargo. Other funds were invested in various treasury securities and mortgage back securities considered acceptable risks under the ��prudent person" investment limitations of Minnesota Statutes. Longer term investments will have a slightly higher rate of interest compared to the overnight °sweep" rates of liquid cash. In addition, the City 4 invests in the 4M and 4MPIus funds sponsored by the League of Minnesota Cities. 2007 saw a decrease in the rate of interest paid by the 4M and 4MPIus funds, from 5.00% to 4.70% at the end of the year. These accounts pay a return higher than liquid cash but lower than treasuries and mortgage backed securities. The advantage of using these funds is liquidity. Treasury management requires a balance between the availability of cash and investment to obtain the highest return without undue risk of public assets. Acknowledaements This report has been prepared following the guidelines recommended by the Government Finance Officers Association of the United States and Canada. These guidelines assure that presentation of information on the city's financial condition conforms substantialiy to the high standards of public financial reporting, including generally accepted accounting principles promulgated by the Government Accounting Standards Board. The preparation and publication of this report would not have been possible without the efFicient work of the Finance staff, especially Clara Hilger, Assistant Finance Director. We would like to acknowledge all staff that contributed their efforts to the Finance operations in 2007. We would also like to thank the Mayor and City Council for their support in promoting and maintaining the highest standards of professionalism and management of the City of Brooklyn Center. Res ectfull Submitted P Y �y Corne ius L. oganey Daniel Jor City Manager Director of Fiscal Support Services 5 CITY OF BROOKLYN CENTER, MINNESOTA PRINCIPAL OFFICIALS December 31, 2007 Name Position Term of Office Term Exaires ELECTED OFFiCIALS Tim Willson Mayor Four Years December 31, 2010 Kay Lasman Council Member Four Years December 31, 2008 Mary O'Connor Council Member Four Years December 31, 2008 Dan Ryan Council Member Four Years December 31, 2010 Mark Yellich Council Member Four Years December 31, 2010 APPOINTED OFFICIALS Comelius L. Boganey Gity Manager Appointed Charles LeFevre City Attorney Contractual Appointee Sharon Knutson City Clerk Appointed Scott Bechthold Police Chief Appointed Todd Blomstrom Director of Public Works/City Engineer Appointed Lee Gatlin Fire Chief Appointed James Glasoe Community Activities, Recreation and Services Director Appointed Gary Eitel Cornmunity Development Directar Appointed Daniel7ordet Director of Fiscal and Support Services Appointed 6 City of Brooklyn Center Organization 2007 Electorate City Council Advisory Commissions I Administration C'Ity Attorney C'Ity Manager Human Resources/Payroll I CommunicaHons Information Technology Elections Licenses City Clerk I I Public Works Police Department Community Activities, Engineering Patroi Recreation, and Services Street Maintenance Investigation Community Programs Sanitary Sewer Crime Prevention Recreation Programs i Central Garage Community Programs Community Center I Storm Sewer Support Services Government Buildings Water Department Golf Course Park Maintenance Earle Brown Heritage Center Fire Department Fiscal and Suuaort Services Communitv Develonment Fire Prevention Accounting Inspections Fire Suppression Audit Economic Development Emergency Preparedness Utility Billing Housing Redevelopment Authority Risk Management Planning and Zoning Liquor Stores Code Enforcement Assessing This page has been /eft b/ank intentiona//y. 8 PRINCIPALS Kanneth W, Malin,v, C;I'A ThaEnas M. �rloaca�ue, fy'PA 'I'hon�as A. Karnowski, C;PA Pauf A. Raciosevich, CPA C E R�' I F E E� P U B L I C W�ll�am j.l.auer, L:I�A A� C.� C) LI N T A��'" Jamts I-f. F.ichren, CPA Aaeoa� J. Nielsen, C�FA Vict�ria L. Holinka, GI'A INDEPENDENT AUDITOR' S REPORT I, To the City Council and Residents City of Brooklyn Center, Minnesota I We have audited the accom an in financial statement of the overnmental activiti the business- e p y g s g es, typ activities, each major fund, and the aggregate remaining fund information of the City of Brooklyn Center (the CiTy) as of and for the year ended December 31, 2007, which collectively comprise the City's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City's management. Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in 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 financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, business-type activities, each major fund, and the aggregate remaining fund information of the City at December 31, 2007, and the respective changes in financial position and cash flows, where applicable thereof, for the year then ended, in conformity with II accountin rinci les enerall acce ted in h ni f Am rica. g p p g y p t e U ted States o e I In accordance with Government Auditing Standards, we have also issued a report dated May 27, 2008, on our consideration of the City's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, grant agreements, and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing and not to provide an opinion on the internal control over financial reporting or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit. The Management's Discussion and Analysis and required supplementary information, as listed in the table of contents, is not a required part of the basic financial statements, but is supplementary information required by accounting principles generally accepted in the United States of America. We have applied certain limited procedures, which consisted principally of inquiries of management, regarding the methods of ineasurement and presentation of the required supplementary information. However, we did not audit the information and express no opinion on it. (continued) Malln Monta ue, Karnowski, Radosevich Co., P.A. Y g 5i53 �ayzata Boulrvard Sui�e $10 4iinneapo{is, MN 55416 •9Telr�hnne:')5�•�45-042k Trlefax: 952-545-{1569 uww.mmkr.com Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City's basic financial statements. The introductory section, combining and individual fund financial statements and schedules, and statistical section, as listed in the table of contents, are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements and schedules have been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, are fairly stated, in all material respects, in relation to the basic financial statements taken as a whole. The introductory section and statistical section have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we express no opinion on them. �4t14� /"lOn�"s�q�Q� 1�aP�oWSk►� xiadtlS+GV•c,y, �b/ �f�. May 27, 2008 10 MANAGEMENT'S DISCUSSION AND ANALYSIS As management of the City of Brooklyn Center (the City), we offer readers of the City of Brooklyn Center's Comprehensive Annual Financial Report (CAFR) this narrative overview and analysis of the financial activities of the City for the fiscal year ended December 31, 2007. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal, which can be found on pages 1 through 5 of this CAFR. Financial Hi hlg lghtS 'The assets of the City exceeded liabilities by a 4.5 to 1 margin at the close of the most recent fiscal year. Current assets exceed current liabilities by a 10 to 1 margin. The 110,892,406 of net assets includes cash and investments, streets, buildings, equipment, land and other City assets. Of this amount, 18,834,997 is classified as unrestricted net assets which may be used to meet the government's ongoing obligations to citizens and creditors in accordance with the City's fund designations and fiscal policies. The City's total net assets increased by 4,903,220 or 4.6% from 2006 to 2007. As of the close of the current fiscal year, the City's governmental funds reported combined ending fund balances of 34,435,588. Of this total amount, 35,970,536, or 104% is designated or reserved through legal restrictions and City Council authorization. t At the end of the current fiscal year the general fund balance of 7,942,414 included 700 reserved for prepaid items and 7,941,714 designated for cash flow purposes. The City's total outstanding debt decreased by 2,540,000 during the current fiscal year, from 27,950,000 to 25,410,000. Overview of the Financiai Statements The discussion and analysis are intended to serve as an introduction to the City's basic financial statements. The City's basic financial statements include three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This CAFR also contains other supplementary information in addition to the basic financial statements themseives. Government-wide tinancial statements. The government-wide financial statements are designed to provide readers with a broad overview of the City's finances, in a manner similar to a consolidated financial statement. The statement of net assets resents information on all of the City's assets and liabilities, with the difference P between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The statement of activities presents information showing how the City's net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g. uncollected tvices and earned but unused vacation leave). Both of the government-wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the City include general government, public safety, public works, community services, recreation and economic development. The business-type activities of the City include water and sewer, street lighting, liquor operations, golf course, convention center, storm drainage and recycling. 11 Management's Discussion and Analysis The government-wide financial statements can be found on pages 21 through 23 of this CAFR. Fund Financial statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the City can be divided into two categories: governmental funds and proprietary funds. Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resource, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near-term financial requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented far govemmental activities in the government-wide financial statement. By doing so, readers may better understand the long-term impact of the City's near-term financial decisions. Both the governmental fund balance sheet and governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains nineteen individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the General fund, T� Increment District No. 3 special revenue fund, the G.O. Improvement Bonds debt service fund, and the Infrastructure Construction capital project fund, which are considered to be major funds. Data from the other governmental funds are combined into a single, aggregated presentation. Individual fiznd data for each of these nonmajor governmental funds is provided in the form of combining statements elsewhere in this CAFR. The basic governmental fund financial statements can be found on pages 26 through 33 of this CAFR. Proprietary funds. The City maintains two different types of proprietary funds. Enterprise funds are used to report the same functions presented as business-type activities in the governmental-wide financial statements. The City uses enterprise funds to account for its municipal liquor, golf course, Earle Brown Heritage Center, water, sanitary sewer, storm drainage, recycling/refuse, and street lighting operations. Internal service funds are an accounting device to accumulate and allocate costs internally among the City's various functions. The City uses internal service funds for its central garage, employee retirement, and compensated absences. Because all of these services predominantiy benefit governmental rather than business-type functions, they have been included within the governmental activities in the government-wide financial statements. Proprietary funds provide similar information to the government-wide financial statements but in more detaiL The proprietary fund financial statements provide separate information for the municipal liquor, golf course, Earle Brown Heritage Center, water utility, sanitary sewer utility, and storm drainage utility operations, each of which are considered to be major funds of the City. Conversely, all internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is provided in the form of combining statements elsewhere in this report. The basic proprietary fund financial statements can be found on pages 34 through 39 of this CAFR. Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government—wide and fund financial statements. The notes to the financial statements can be found on pages 41 through 69 of this CAFR. Other information. In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information on budgetary compliance for its major funds. The City adopts an annual appropriated budget for its general, special revenue, debt service, and capital project funds. A 12 Management's Discussion and Analysis budgetary comparison statement has been provided for the general and major special revenue fund to demonstrate compliance with this budget. These can be found on pages 71 through 78 of this CAFR. The combining statements referred to earlier in connection with nonmajor governmental funds and internal service funds are presented immediately following the required supplementary information on budgetary comparisons. Combining and individual fund statements and schedules can be found on pages 80 through 120 of this CAFR. Government-wide Financial Analvsis As noted earlier, net assets may serve over time as a useful indictor of a government's financial position. In the case of the City, assets exceeded liabilities by 110,892,406 at the close of the most recent fiscal year. The largest portion of the City's net assets 70,318,894 or 63 percent) reflects its investment in capital assets (e.g. land, infrastructure, buildings, machinery, and equipment) less any related debt used to acquire those assets that is still outstanding. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. CITY'S NET ASSETS Governmental Activities Business-type Activities Total 2007 200b 2007 2006 2007 2006 Current and other assets 53,317,384 56,397,380 $]0,691,788 9,464,383 64,009,172 65,861,763 Capital assets 38,007,002 34,185,377 40,466,892 4Q647,644 78,473,894 74,833,021 Total assets 91,324,386 90,582,757 51,158,680 50,112,027 142,483,066 140,694,784 Long-term liabilities outstanding 26,137,238 28,745,459 26,137,238 28,745,459 Otherliabilities 4,606,886 4,469,074 846,536 1,491,065 5,453,422 5,96Q139 Totalliabilities 3Q744,124 33,214,533 846,536 1,491,065 31,590,66Q 34,705,598 Net assets: Invested in capital assets, net of related debt 30,780,590 25,675,447 40,466,892 40,647,644 70,318,894 65,188,021 Restricted 21,738,515 27,637,465 21,738,515 27,637,465 Unrestricted 8,061,157 4,055,312 9,845,252 7,973;318 18,834,997 13,163,700 Totalnetassets 60,580,262 57,368,224 SQ312,144 48,620,962 110,892,406 105,989,186 A112006 comparative balances are net of the adjustments described in Note 3.D, on page 51 of this CAFR. As of the close of the current year, there is 928,588 in G.O. Improvement bond debt included in the Long- term liabilities outstanding reported in the Governmental Activities that was issued to finance capital assets reported in the Business-type Activities. This amount is not used to reduce Invested in capital assets net of related debt in t7�e Governmental Activities. Neither does it reduce Invested in capital Assets of the Business- type Activities. However, it does reduce the Invested in capital assets, net of related debt in the total column. A portion of the of the City's net assets represents resources that are subject to external restrictions on how they may be used. These restrictions include debt payment from assessments and t�es collected, and tax increments collected for qualified projects. The remaining balance of unrestricted net assets 18,834,997) may be used to meet the City's ongoing obligations. At the end of the current fiscal year, the City is able to report positive balances in all three categories of net assets, both for the government as a whole, as well as for its separate governmental and business-type activities. The same was true for the prior fiscal year. Cunent assets decreased in the governmental activities primarily due to the additional costs to prepare redevelopment properiy for sale. In addition, the City has postponed issuing debt to.fund the 2007 construction 13 Management's Discussion and Analysis projects. Funds on hand and interfund borrowing were used to pay for the projects until the debt is issued. Capital assets increased due to new capitalized assets exceeding depreciation on existing assets for the year. Total liabilities decreased due to regularly scheduled payments on outstanding bonds. The decrease in restricted net assets can be attributed to costs associated with the acquisition of redevelopment property in excess of the estimated net realizable value of that property. Cunent assets in the business-type activities increased due to higher per unit fees charged in 2007 on utility services and a conscious effort to minimize direct costs to provide services in those activities. T'he decrease in due to other governments explains the decrease in other liabilities. At the end of 2006, the City had a multi-year I ]iabili a able, which was aid in 2007. tY P Y P Governmental Activities Governmental activities resulted in an increase of the City's net assets by 3,212,038, while the increase in total net assets was 4,903,220. Key elements of the changes are as follows: CITY'S CHANGES IN NET ASSETS Govemmental Activities Business-type AcUvities Total 2007 2006 2007 2006 2007 2006 Revenues: Program revenues: Chazges for services 2,733,355 2,837,157 11,013,506 $]0,544,523 13,746,861 I3,38i,680 Operating grants and contributions 818,989 748,888 818,989 748,888 Capital grants and contributions 2,646,320 2,208,751 2,646,320 2,208,751 Generalrevenues: Property taxes 12,200,575 11,618,486 12,200,575 11,618,486 Other taxes 3,384,560 3,421,650 3,384,560 3,421,650 Grants and wntribu6ons not restricted to specific programs 1,263,753 702,030 1,263,753 702,030 I Unrestricted invesrinent earnings 1,852,ll7 1,928,462 406,654 337,231 2,258,771 2,265,693 Gain on sale of assets 88,508 23,963 88,508 23,963 Total revenues 24,988,177 23,489,387 11,420,160 1Q881,754 36,408,337 34,371,141 Expenses General government 2,953,328 2,936,638 2,953,328 2,936,638 Public safety 8,051,836 8,039,356 8,051,836 8,039,356 Public works 2,704,435 2,057,018 2,704,435 2,057,018 Community seroices 74,389 123,172 74,389 123,172 Pazks and recreation 2 624 897 2 565 364 2 624 897 2 565 364 I Economic development 3,966,908 2,567,377 3,966,908 2,567,377 Interestonlong-termdebt 1,127,276 1,184,017 1,127,276 1,184,017 Municipalliquor 1,037,427 970,260 1,037,427 970,260 Golf course 313,794 282,418 313,794 282,418 Earle Brown Heritage Center 2,431,719 2,439,709 2,431,719 2,439,709 Recycling and refuse 257,300 245,853 257,300 245,853 Street light u61ity 191,659 161,219 191,659 161,219 Water utility 1,716,497 1,635,847 1,716,497 1,635,847 Sanitarysewerutility 2,930,016 3,176,426 2,930,OI6 3,176,426 Storm drainage utility 1,123,636 1,097,277 ],123,636 1,097,277 Total expenses 21,503,069 19,472,942 10,002,048 10,009,009 31,505,117 29,481,951 Increase in net assets beforetransfers 3,485,108 4,016,445 1,418,112 872,745 4,903,220 4,889,190 Transfers (273,070) 186,675 273,070 (186,675) Change in net assets 3,212,038 4,203,120 1,691,182 686,070 4,903,220 4,889,190 Net assets January 1(restated) 57,368,224 53,165,104 48,62Q962 47,934,892 105,989,186 101,099,996 Net assets December 31 60,580,262 57,368,224 SQ312,144 48,620,962 110,892,406 105,989,186 14 Management's Discussion and Analysis In the Governmental Activities, Capital grants and contributions increased due to additional state aid money received for road construction. Total taxes increased by 545,000 because of higher taxes levied and because excess taac increment collected in prior years was returned to the County and redistributed. Grants and contributions not restricted increased due to the State's adjustment of an aid allocation calculation resulting in the City receiving more general aid. Final costs for cleanup of a prior year storm and road maintenance costs that are not capitalized account for the increase in public works expenses. Economic development expenses increased with the purchase and preparation of additional land for redevelopment purposes. Below are specific graphs which provide comparisons of the governmental activities revenues and expenses: Governmental Activities 2007 Revenues Other revenues Unrestricted investment S.4%. earnings Other taxes� 7.4% 2.8% Chazges for services 11.0% Operating grants and contribmuons 3.3% Capital grants and Properry taxesandtax contributiom increments 59.5% 10.6% I I Governmental Activities 2007 Expenses EconomicdevelopmeM Interestonlon �rm 18.4% debt g 5.2% General government Pazks and recreazior 13.7% 12.3% ::e Community services�� 0.3% Public works� 12.6% Public safety 37.5% Management's Discussion and Analysis Business-tvue activities Business-type activities increased net assets by 1,691,182. Below are graphs showing the business-type activities revenue and expense comparisons: Business-typeActivities 2007 Revenues Unrestricted inveslment earnings 3.6% I I Netchazges for savices� i 96.4% Business-typeActivities 2007 Expenses Storm drainage utility 11.2% on-major enterprise 4.5% Municipal liquor 10.4% Sanitary sewerutiliry 29.3% Golf course 3.1% arle Brown Heritage Water utility Center 17.2% 243% i Charges for services in the business-type activities were higher in 2007 than in 2006 due to an increase in fees charged on utility services and increased sales in the municipal liquor and Earle Brown Heritage Center operations. Expenses decreased in 2007 because in 2006, the City had a large amount due to the Metropolitan Council Environmental Services for sanitary sewer charges for 2006 and prior. This amount was owed due to a clerical error on the part of the Metropolitan Council. An expense was recorded in 2006 for the expected amount due and was carried forward as a liability at 2006 year end. These charges were paid in 2007 when a settlement was reached between the Metropolitan Council and the City. A transfer of the general aid received in the Governmental Activities was used for a portion of that payment. 16 Management's Discussion and Analysis Financial Anatvsis of the Government's Funds Governmental Funds. The focus of the City's governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City's financing requirements. In particular, unreserved fund balance may serve as useful measure of a government's net resources available at the end of the fiscal year. At the end of the current fiscal year, the City's governmental funds reported combined ending fund balances of 34,435,588. Approximately 33% of this amount, 11,289,385, is reserved (restricted in its use) because it has already been committed to specific uses by outside influences or action of the City Council; 1) 6,724,500 to provide for debt service, 2) 792,488 for advances to other funds, 3) 518,138 for committed contracts, 4) 19,932 for prepaid items, and 5) 3,234,327 for statutory housing obligation. The unreserved fund balance of 23,146,203 includes designations of 1) �,941,714 for general fund working capital, 2) 11,648,792 for economic development, and 3) 5,090,675 for capital improvements. The deficit balance of 1,534,948 is undesignated and unreserved. The general fund is the primary operating fund of the City. At the end of the cunent fiscal year, total fund balance reached 7,942,414, all of which was either reserved or designated. As a measure of the general fund's liquidity, it may be useful to compare total fund balance to total fund expenditures. Total fund balance represents 54% of total general fund expenditures for 2007. The fund balance of the City's general fund increased by 433,224 in 2007. This increase was due to the distribution of prior years' taxes when the City decertified a tax increment district, and an increase in intergovernmental aid provided by the State of Minnesota. The Ta�c Increment District No. 3 fund had a total fund balance of 12,642,688 at the end of 2007. The net decrease in the fund balance was 8,084,983. In 2004, the City issued 17,245,000 in tax increment bonds, the proceeds of which must be spent in the Tax Increment District No. 3 fund. The decrease in 2007 represents the final year of expenditures for the acquisition and development of properties within the district. The remaining bond proceeds of 2,534,809 were transferred to the Tax Increment Bonds debt service fund, as required by the bond covenants. The G.O. Improvement Bonds fund had a fund balance of 3,026,385 at the end of 2007, all of which was reserved for debt service. The net decrease in fund balance for 2007 was 71,842, which was due to the use of collections in previous years to pay bond principal and interest as programmed. The fund balance of the Infrastructure Construction fund at the end of 2007 had a deficit of 1,290,428. This represents a decrease from 2006 of 771,129. This decrease is due to the City postponing the issuance of improvement debt unti12008 to fiknd projects substantially complete in 2007. Proprietary funds. The City's proprietary funds provide the same type of information found' in the government-wide financial statements, but in more detail. The unrestricted net assets in the respective major proprietary funds are the municipal liquor fund 1,593,847, golf course -$(741,600), Earle Brown Heritage Center 1,025,631, water utility 2,820,808, sanitary sewer utility 3,380,600 and storm drainage utility 1,708,117. The increases (decreases) in net assets for the major enterprise funds were: municipal liquor 258,549, golf course ${58,073), Earle Brown Heritage Center $(439,548), water utility 424,734, sanitary sewer utiliTy 920,348, and storm drainage utility 573,328. General Fund Budgetarv Highli�hts During the there were no amendments to the General Fund budget appropriations. Actual revenues and other financing sources exceeded the budget by 943,639. The major contributors to this additional revenue were distribution of prior years' taa�es from a decertified a tax increment district, an increase in intergovernmental aid provided by the State of Minnesota, and higher than expected investment earnings. Actual expenditures and other financing uses were higher than budgeted for the year by 510,415. This results r 17 Management's Discussion and Analysis from transfer of a portion of the additional intergovernmental aid provided by the State to the Sanitary Sewer Utility fund to pay the prior year's sewer charges, an increase in personal services paid in public safety due to staff turnover, and higher than anticipated replacement charges paid to the Central Garage internal service fund. Ca�ital Asset and Debt Administration Capital assets. The City's investment in capital assets for governmental and business type activities as of December 31, 2007 totals 78,473,894 (net of accumulated depreciation). This investment in capital assets includes land, buildings, infrastructure, machinery and equipment. The total increase in the City's investment in capital assets from 2006 to 2007 was 4.9 percent (11.2 percent increase for govemmental activities and a 0.4 percent decrease for business-type activities). Major capital asset events during the year included the following: Two major infrastructure reconstruction projects were completed during the year, with a final cost of 4,047,713. Three infrastructure reconstruction projects were begun and substantially completed during the 2007. These projects account for 6,318,714 in construction-in-progress at the end of the year. Construction on a new park building started in 2007, accounting for an additional 50,949 in construction-in-progress at the end of the year. CITY'S CAPITAL ASSETS (net of depreciation) Governmental Activities Business-type Activities Total 2007 2006 2007 2006 2007 2006 Land 3,203,904 3,203,904 3,197,342 3,197,342 6,401,246 6,401,246 Land improvements 225,532 239,168 225,532 239,168 Construction in progress 4,301,924 2,532,284 2,294,293 2,031,702 6,596,217 4,563,986 Buildings and structures 11,711,589 11,964,278 7,507,913 8,333,499 19,219,502 20,297,777 Departmental equipment 3,656,214 2,590,925 172,000 216,373 3,828,214 2,807,298 Otherparkimprovements 1,175,3t4 1,281,332 1,175,314 1,281,332 Streets 13,958,057 12,612,654 13,958,057 12,612,654 Mains and lines 27,069,812 26,629,560 27,069,812 26,629,560 Total 38,007,002 34,185,377 4Q466,892 4Q647,644 78,473,894 74,833,021 i Additional information on the City's capital assets can be found in Note 4.C. on pages 54 through 56 of this CAFR. I Long-term debt. At the end of the current fiscaL year, the City had long-term bonded debt outstanding of 25,410,000, all of which is backed by the full faith and credit of the government. Of the total outstanding I debt, 3,875,000 is general obligation bonds payable from directly levied property tax, 17,255,000 is tax increment bonds payable with the collected proceeds of tax increment projects and 4,280,000 is improvement bonds payable from special assessment levies against individual properties adjacent to the improvements. Additional long-term liabilities include 1,023,706 for compensated absences. This is the accumulated vacation and vested sick leave not used by employees at the end of 2007. 18 ManagemenYs Discussion and Analysis CITY'S OUTSTANDING DEBT General Obligatian Bonds, General Obligation Tax Increment Bonds, General Obligation Improvement Bonds, and Compensated Absences Governmental Activities 2007 2006 General obligation bonds 3,875,000 4,465,000 General obligation tax increment bonds 17,255,000 18,305,000 General obligation improvement bonds 4,280,000 5,180,000 Compensated absences 1,023,706 964,248 Total 26,433,706 28,914,248 The City's total bonded debt decreased by 2,540,000 during the current fiscal year due to scheduled debt retirement. No bonds were issued in 2007. The City maintains an A1 rating from Moody's on all issues. State statutes limit the amount of general obligation debt a Minnesota city may issue to 2% of total Estimated Market Value. The current debt limitation for the City is 42,259,958. Only 3,875,000 of the City's outstanding debt is counted within the statutory limitation representing about 9.2 percent of the total limit. Additional information on the City's long-term debt can be found in Note 4.F. on pages 58 through 61 of this CAFR. Economic Factors and Next Year's Bud�et and Rates The unemployment rate for the City is 5.6 percent at the end of the current fiscal yeaz, which is an increase from the rate of 4.6 percent a year ago. This compares to the State's average unemployment rate of 4.9 percent and the national average of 4.8 percent. Redevelopment of the Central Business District and other commercial properties continues and will yield net growth in taY base and stability in tax base through mixed use development goals. UtiliTy rates have been subjected to rigorous study and projected into a 15 year model to ailow for system maintenance, technology changes and capital repair and replacements while moderating annual rate adjustments. All of these factors were considered in the preparation of the City's budget for the 2008 fiscal year. During the year, unreserved fund balance in the general fund increased by 433,224. This amount will be added to the fund balance level to stay within the City's policy of maintaining 50 to 52 percent of the ensuing year's budgeted General Fund operations. Water, sanitary sewer, storm, and street light utility rates were increased for the 2007 budget year. Residential water rates were increased by 7.2 percent, sanitary sewer by 2.8 percent, storm drainage by 8.5 percent and street lights by 8.4 percent. These increases were necessary to ensure that the municipal utilities be self- supporting through revenue, as required by the City charter. These rates along with future projected rate increases are reviewed annually to ensure compliance with the requirements of the charter. Reauests for information This financial report is designed to provide a general overview of the City's finances for all those with an interest in the government's finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Director of Fiscal and Support Services, City of Brooklyn Center, 6301 Shingle Creek Parkway, Brooklyn Center, Minnesota 55430. 19 has been /eft blank intentional/ This page Y 20 CITY OF BRUOKLYN CENTER, MINNESOTA STAT'EMENT OF NET ASSETS Statement 1 December 31, 2007 Governmental Business-Type ASSETS Activities Activities Total Cash and investments 40,375,161 8,470,048 48,845,209 Receivables: Accounts 248,781 1,989,266 2,238,047 Taxes 549,508 549,508 Special assessments 3,363,260 461,44� 3,824,707 Internal balances 968,829 (968,829) Due from other governments 785,637 785,637 Prepaid expenses 19,932 181,928 201,860 Inventories 59,647 557,928 617,575 Assets held for resale 6,785,629 6,785,629 Restricted assets: Cash and investments 161,000 161,000 Capital assets: Nondepreciable 7,505,828 5,491,635 12,997,463 Depreciable 30,501,174 34,975,257 65,476,431 Total assets 91,324,386 51,15$,680 142,483,066 LIABILITIES Accounts payable 466,814 206,697 673,511 Accrued salaries and wages 343,352 44,968 388,320 Due to other governments 64,149 69,569 133,718 Contracts payable 272,605 173,356 445,961 Deposits payable 2,225 220,940 223,165 Accrued interest payable 461,686 461,686 Unearned revenue 21,205 131,006 152,211 Liabilities payable from restricted assets: Dep�sits payable 161,000 161,000 Compensated absences payable: Due within one year 102,350 102,350 Due in more than one year 921,356 921,356 Health insurance liability: Due within one year 101,500 101,500 Due in more than one year 2,415,882 2,415,882 Bonds payable: Due within one year 2,610,000 2,610,000 Due in more than one year 22,800,000 22,800,000 Totalliabilities 30,744,124 846,536 31,594,660 NET ASSETS Invested in capital assets, net of related debt 30,780,590 40,466,892 70,318,894 Restricted for: Debt service 8,662,597 8,662,597 Tax increment purposes 13,075,918 13,075,918 Unrestricted 8,061,157 9,845,252 18,834,997 Total net assets 60,580,262 50,312,144 ll0,892,4U6 The accompanying notes are an infegral part of these fznancial statements. 21 CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF ACTIVITIES For the Year Ended December 31, 2007 Chazges For FUNCTIONS/PROGRAMS Expenses Services Primary government: Government activities: General government 2,953,328 902,734 Public safety 8,051,836 847,307 Public works 2,704,435 241,035 Community services 74,389 Parks and recreation 2,624,897 692,781 Economic development 3,966,908 49,498 Interest on long-term debt 1,127,276 Total government activities 21,503,069 2,733,355 Business-type activities: Municipal liquor 1,037,427 1,362,093 Golf course 313,794 252,738 Earle Brown Heritage Center 2,431,719 2,168,033 Recycling and refuse 257,300 245,256 Street light utility 191,659 234,230 Water utility 1,716,497 2,063,930 Sanitary sewer utility 2,930,016 3,274,678 Storm drainage utility 1,123,636 1,412,548 Total business-type activities 10,002,048 11,013,506 Total primary government 31,505,117 13,746,861 r The accompanying notes are an integral part of these, financial statements. 22 Statement 2 Program Revenues Net (Expense) Revenue and Changes in Net Assets Operating Capital Primary Government Grants and Grants and Governmental Business-Type Contributions Contributions Activities Activities Total 2 O50 594 (2,050,594) 662,511 (6,542,018) (6,542,018) 97,876 2,646,320 280,796 280,796 (74,389) (74,389) (1,932,116) (1,932,116) 58,602 (3,858,808) (3,858,808) (1,127,276) (1,127,276) 818,989 2,646,320 (15,304,405) (15,304,405) 324,666 324,666 (61,056) (61,056) (263,686) (263,686) (12,044) (12,044) 42,571 42,571 347,433 347,433 344,662 344,662 288,912 288,912 1,011,458 1,011,458 818,989 2,646,320 (15,304,405) 1,011,458 (14,292,947) General revenues: Property taaces 12,200,575 12,200,575 Taac increments 2,677,630 2,677,630 Lodging taxes 706,930 706,930 Grants and contributions not restricted to specific programs 1,263,753 1,263,753 Unrestricted investment earnings 1,852,117 406,654 2,258,771 Gain on disposal of capital asset 88,508 88,508 Transfers (273,070) 273,070 Total general revenues and transfers 18,516,443 679,724 19,196,167 Change in net assets 3,212,038 1,691,182 4,903,220 Net assets beginning, as previously stated 59,883,983 46,221,814 106,105,797 Prior period adjustment (2,515,759) 2,399,148 (116,611) Net assets beginning, restated 57,368,224 48,620,962 105,989,186 Net assets ending 60,580,262 50,312,144 110,892,406 23 i i r This a e has been left b/ank intentiona//y, '',I P9 i i 1 24 CITY OF BROOKLYN CENTER, MINNESOTA BALANCESHEET GOVERNMENTAL FUNDS December 31, 2007 Tax Increment General District No. 3 ASSETS Cash and investments 8,317,017 12,754,462 Receivables: Accounts 56,929 Current ta�ces 96,938 6,464 Delinquent taaces 349,897 9,143 Special assessments Due from other governments 24,828 29,765 Interfund receivable Prepaid items 700 Inventories 26,604 Advances to other funds Asset held for resale 6,748,629 Restricted assets: Cash and investments-performance deposits 161,000 Total assets 9,033,913 19,548,463 B LIA ILITIES AND FUND BALANCES Liabilities: Accounts payable 239,937 61,122 Accrued salaries and wa es 326 828 621 g Due to other governments 3,�52 53,270 Contracts a able 32 990 PY Deposits payable 2,225 I Interfund payable Defened revenue 357,757 6,757,772 Liabilities payable from restricted assets: Deposits payable 161,000 Total liabilities 1,091,499 6,905,775 Fund balances: Reserved: Advances from other funds Committed contracts Debt service Prepaid items 700 Statutory housing obligation 3,234,327 Unreserved: Designated, reported in: General Fund 7,941,714 Special Revenue Funds 9,408,361 Capital Project Funds Undesignated, reported in: Special Revenue Funds Capital Project Funds Total fund balances 7,942,414 12,642,688 Total liabilities and fund balances 9,033,913 19,548,463 The accompanying notes are an integral part of these,financial statements. 26 i Statement 3 Page 1 of 2 Other G.O.Improvement Infrastructure Nonmajor Total Bonds Construction Governmental Governmental 3,018,165 9,449,221 33,538,865 46 240 320 17,545 165,8 25g 9,195 112,855 16,910 60,703 436,653 2,345,621 1,017,639 3,363,260 731,044 785,637 1,054,563 1,054,Sb3 19,232 19,932 26,604 792,488 792,488 37,000 6,785,629 161,000 5,380,954 1,035,184 12,319,292 47,317,806 17,325 75,325 393,709 9,994 337,443 7,127 64,149 238,346 1,269 272,605 2,225 1,054,563 1,054,563 2,354,569 1,015,378 111,048 10,596,524 161,000 2,354,569 2,325,612 204,763 12,882,218 792,488 792,488 334,218 183,920 518,138 3,026,3 85 3,698,115 6,724,500 19,232 19,932 3,234,327 7,941,714 2,240,401 11,648,762 I 5,090,675 5,090,675 89,698 89,698 (1,624,646) (1,624,646) 3,026,385 (1,290,428) 12,114,529 34,435,588 5,380,954 1,035,184 12,319,292 47,317,806 27 CITY OF BROOKLYN CENTER, MINNESOTA Statement 3 BALANCE SHEET Page 2 of 2 GOVERNMENTAL FUNDS December 31, 2007 Fund balance overnmental funds is different from net assets overnmental activities because: g g Total fund balances (Statement 3) 34,435,588 Capital assets used in governmental acfivities are not financial resources, and therefore, are not reported in the funds. 34,362,356 i Other long-term assets are not available to pay for cunent-period expenditures and, therefore, are deferred in the funds. 10,575,319 Long-term liabilities; including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. (25,871,686) Internal service funds are used by management to charge the cost of certain activities to individual funds. The assets and liabilities are included in the govemmental statement of net assets. 7,078,685 Net assets of governmental activities (Statement 1) 60,580,262 I 28 i 1 1 This page has been /eft b/ank intentiona//y. 29 CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF REVENUES, EXF'ENDITURES, AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS For the Year Ended December 31, 2007 Taac Increment General District No. 3 REVENUES Property taxes 11,088,016 Tax increments 1,707,470 Franchise fees Lodgingtaxes 706,930 Special assessments Licenses and permits 673,156 Intergovernmental 1,797,631 58,602 Charges for services 693,300 Fines and forfeits 291,423 Investment earnings (net of market value adjustment) 256,581 737,462 Miscellaneous 81,884 47,390 Total revenues 15,588,921 2,550,924 EXPENDITURES Current: General government 2,870,943 Public safety 7,352,905 Public works 1,967,385 Community services 74,389 Parks and recreation 2,271,093 Economic development 335,729 5,023,461 Nondeparhnental 354,848 Administrative services reimbursement (744,590) Capital outlay: General government 112,283 Public safety 6,569 Public works Parks and recreation 22,420 Community development 1,179,136 Debt service: Principal retirement Interest Fiscal agent fees Total expenditures 14,623,974 6,202,597 Revenues over (under) expenditures 964,947 (3,651,673) OTHER FINANCING SOURCES (USES) Transfers in Transfers out (531,723) (4,433,310) Return excess taac increment to County Total other financing sources (uses) (531,723) (4,433,310) Net increase (decrease) in fund balances 433,224 (8,084,983) Fund balances January 1 7,509,190 20,727,671 Fund balances December 31 7,942,414 12,642,688 The accompanying notes are an integral part of these financial statements. 30 Statement 4 Other G.O.Improvement Infrastructure Nonmajor Total Bonds Construction Governmental Governmental 2,140 1,004,203 12,094,359 1,020,167 2,727,637 658,620 658,620 706,930 882,121 482,292 1,364,413 673,156 1,315,512 3,171,745 12,436 705,736 291,423 117,381 408,079 1,519,503 35,286 239,860 404,420 1,001,642 517,578 4,658,877 24,317,942 80,245 2,951,188 197,529 7,550,434 74,536 268,925 2,310,846 74,389 43,006 2,314,099 300,141 5,659,331 354,848 (744,590) 112,283 6,569 1,975,078 1,178,089 3,153,167 50,949 73,369 1,179,136 900,000 1,886,076 2,786,076 162,486 971,926 1,134,412 10,998 1,898 12,896 1,073,484 2,049,614 4,978,784 28,928,453 (71,842) (1,532,036) (319,907) (4,610,511) 760,907 5,120,350 5,881,257 (1,053,596) (6,018,629) (529,13 8) (529,13 8) 760,907 3,537,616 (666,510) (71,842) (771,129) 3,217,709 (5,277,021) 3,098,227 (519,299) 8,896,820 39,712,609 3,026,385 (1,290,428) 12,114,529 34,435,588 31 r r i This page has been left b/ank intentional/y. 32 r CITY OF BROOKLYN CENTER, MINNESOTA RECONCILIATION OF TF� STATEMENT OF REVENUES, Statement 5 EXPENDITURES, AND CHANGES 1N FUND BALANCES OF GOVERNMENTAL FUNDS TO 'TF� STATEMENT OF ACTNITIES For the Year Ended December 31, 2007 r Amounts reported for governmental activities in the statement of activities are different because: Net changes in fund balances total governmental funds (Statement 4) (5,277,021) Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which capital outlays exceeded depreciation in the current period. 2,737,094 Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. 2,766,100 The issuance of long-term debt (e.g., bonds, leases) provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets. This amount is the net effect of these differences in the treatment of long-term debt and related items. 2,540,000 Internal service funds are used by management to charge the cost of certain activities to individual funds. This amount is net revenue attributable to governmental activities. 425,833 Accrued interest reported in the statement of activities does not require the use of current financial resources and, therefore, is not reported as expenditures in governmental funds. 20,032 Change in net assets of governmental activities (Statement 2) 3,212,038 i 1 1 1 1 1 1 The accompanying notes are an integral part of these financial statements. 33 CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF FUND NET ASSETS PROPRIETARY FUNDS December 31, 2007 Major Municipal Golf Earle Brown Liquor Course Heritage Center ASSETS Current assets: Cash and cash equivalents 1,199,465 50,970 1,151,030 Receivables: Accounts net 9,357 306,830 Special assessments Prepaid items 21,988 4,668 Inventories 508,450 2,588 30,820 Total current assets 1,739,260 53,558 1,493,348 Noncurrent assets: Capital assets Land 1,390,402 1,493,300 Land improvements 40,258 327,830 Buildings and structures 192,771 487,946 11,039,134 Machinery and equipment 111,167 11,160 195,529 Mains and lines Construction in progress Total capital assets 303,938 1,929,766 13,055,793 Less: Allowance for depreciation (229,301) (267,044) (6,313,397) Net capital assets 74,637 1,662,722 6,742,396 Total assets 1,813,897 1,716,280 8,235,744 LIABILITIES Current liabilities: Accounts payable 83,412 1,168 36,010 Accrued salaries payable 12,471 1,487 16,937 Due to other governments 49,084 15 19,574 Contracts payable 173,356 Deposits payable 220,240 Unearned revenue 446 1,600 Advances from other funds 792,488 Compensated absences payable current Accrued health insurance liabiliTy-current Total current liabilities 145,413 795,158 467,717 Noncurrent liabilities: Compensated absences payable-long-term Accrued health insurance liability-long-term Total noncurrent liabilities Totalliabilities 145,413 795,158 467,717 NET ASSETS Invested in capital assets 74,637 1,662,722 6,742,396 Unrestricted 1,593,847 (741,600) 1,025,631 Total net assets 1,668,484 921,122 7,768,027 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds Net assets of business-type activities The accompanying notes are an integral part of these financial statements. 34 Statement 6 Business-Type Activities Governmental Enter�rise Other Activities- Water Sanitary Sewer Storm Drainage Nonmajor Total Internal Total Utility Utility Utility Enterprise Enterprise Service Proprietary 2 068 788 2 464 116 1 380 820 154 859 8,470,048 6,836,296 15,306,344 460,294 771,418 332,084 109,283 1,989,266 8,461 1,997,727 459,133 2,083 231 461,447 461,447 2 181928 181,928 500 154,77 16,070 557,928 33,043 590,971 3,004,785 3,392,389 1,713,135 264,142 11,660,617 6,877,800 18,538,417 23,093 3,389 287,158 3,197,342 3,197,342 368,088 166,108 534,196 17 458 486 3,033,212 2,705,423 17,458,486 128,668 179,130 625,654 7,089,689 7,715,343 15,946,152 14,322,663 18,301,381 48,570,196 48,570,196 576,662 434,687 1,282,944 2,294,293 2,294,293 19,707,787 17,645,292 19,871,483 72,514,059 7,255,797 79,769,856 (11,062,475) (8,591,385) (5,583,565) (32,047,167) (3,611,151) (35,658,318) 8,645,312 9,053,907 14,287,918 40,466,892 3,644,646 44,ll1,538 11,650,097 12,446,296 16,001,053 264,142 52,127,509 10,522,446 62,649,955 I 279 802 43,829 8,857 3,469 29,952 206,697 73,105 9,592 2,932 1,549 44,968 5,909 50,877 896 69,569 69,569 173,356 173,356 700 220,94Q 220,940 128,960 131,006 131,006 I 'I 792,488 792,488 102,350 102,350 101,500 101,500 183,977 11,789 5,018 29,952 1,639,024 282,864 1,921,888 921,356 921,356 2,415,882 2,415,882 3,337,238 3,337,238 183,977 11,789 5,018 29,952 1,639,024 3,620,102 5,259,126 40 466 892 3 644 646 44,111,538 8 645 312 9 053 907 14 287 918 2,820,808 3,380,600 1,708,117 234,190 10,021,593 3,257,698 13,279, 2 9 1 11,466,120 12,434,507 15,996,035 234,190 50,488,485 6,902,344 57,390,829 (176,341) 50,312,144 The accompanying notes are an integral part of these financial statements. I 35 I I r CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET ASSETS PROPRIETARY FUNDS For the Year Ended December 31, 2007 Major Municipal Golf Earle Brown Liquor Course Heritage Center OPERA.TING REVENUES Sales and user fees 5,474,634 252,620 4,325,296 Cost of sales 4,125,816 2,162,075 II Total operating revenues 1,348,818 252,620 2,163,221 OPERATING EXPENSES Personal services 529,966 139,344 909,332 Supplies 24,279 44,718 142,428 ther ervices 157 556 76,455 534,008 O s Insurance 11,527 6,600 48,179 Utilities 36,669 19;969 220,430 Rent 245,407 Depreciation 26,359 27,170 577,535 1 031 763 314 256 2,431,912 I I Total operating expenses Operating income Qoss) 317,055 (61,636) (268,691) NONOPERATING REVENUES (EXPENSES) Intergovernmental Investment earnings 53,219 3,445 54,331 I I Special assessments Gain (loss) on sale of capital asset Otherrevenue 13,275 118 4,812 Total nono eratin revenues ex enses 66,494 3,563 59,143 P g P Income (loss) before contributions and transfers 383,549 (58,073) (209,548) Capital contributions Transfersin Transfers out (125,000) (230,000) 258 549 58 073 (439,548) Change in net assets Nef assets January 1, as previously stated 1,409,935 979,195 8,207,575 r Prior period adjustment Net assets January 1, restated 1,409,935 979,195 8,207,575 7 76 027 921 122 8 m r 1 668 484 Net assets Dece be 31 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds Change in net assets of business-type activities (Statement 2) t The accompanying notes are an integral part of these financial statemen s. 36 Statement 7 Business-Type Activities Governmental Enterprise Other Activities- Water Sanitary Sewer Storm Drainage Nonmajor Total Internal Total Utility Utility Utility Enterprise Enterprise Service Proprietary 2,039,679 3,272,528 1,412,548 478,106 17,255,411 1,553,635 18,809,046 6,287,891 6,287,891 2,039,679 3,272,528 1,412,548 478,106 10,967,520 1,553,635 12,521,155 425,869 169,781 85,786 2,260,078 499,136 2,759,214 156,404 16,262 9,627 1,042 394,760 392,966 787,726 385,303 2,179,409 291,957 277,799 3,902,487 148,053 4,050,540 12,589 5,329 2,780 3,081 90,085 55,102 145,187 151,237 35,572 167,037 630,914 1,870 632,784 245,407 245,407 586,462 525,655 734,525 2,477,706 529,893 3,007,599 1,717,864 2,932,008 1,124,675 448,959 10,001,437 1,627,020 11,628,457 321,815 340,520 287,873 29,147 966,083 (73,385) 892,698 9,842 9,842 78,668 115,955 92,298 8,738 406,654 332,414 739,068 18,695 166 18,861 18,861 88,508 88,508 5,556 1,984 1,380 27,125 10,384 37,509 102,919 118,105 92,298 10,118 452,640 441,148 893,788 424,734 458,625 380,171 39,265 1,418,723 367,763 1,786,486 �I 193,157 193,157 193,157 461,723 461,723 57,459 519,182 (26,810) (381,810) (381,810) 424,734 920,348 573,328 12,455 1,691,793 425,222 2,117,015 11,041,386 11,514,159 13,023,559 221,735 46,397,544 6,477,122 52,874,666 2,399,148 2,399,148 2,399,148 I 11,041,386 11,514,159 15,422,707 221,735 48,796,692 6,477,122 55,273,814 11,466,120 12,434,507 15,996,035 234,190 6,902,344 57,390,829 I I (611) 1,691,182 37 CITY OF BROOKLYN CENTER, MINNESOTA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS For the Year Ended December 31, 2007 Major Municipal Golf Earle Brown Liquor Course Heritage Cente� CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers and users 5,473,017 252,620 4,219,457 Receipts from interfund services provided Payments to suppliers (4,637,244) (148,086) (3,129,685) Payments to employees (527,273) (139,027) (909,140) Miscellaneous revenue 13,275 118 4,812 Net cash flows provided (used) by operating activities 321,775 (34,375) 185,444 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers in 2 0 000 125 000 3 Transfers out Special assessments Net cash flows provided (used) by noncapital financing activities (125,000) (230,000) CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Acquisition and construction of capital assets Proceeds from sale of assets Net cash flows provided (used) by capital and related financing activities CASH FLOWS FROM INVESTING ACTIVITIES Interest on investments 53,219 3,445 54,331 Net increase decrease in cash and cash e uivalents 249,994 (30,930) 9,775 q Cash and cash e uivalents Janua 1 949,471 81,900 1,141,255 9 rY Cash and cash equivalents December 31 1,199,465 50,970 1,151,030 Reconciliation of operating income to net cash provided (used) by operating activities: Operating income (loss) 317,055 (61,636) (268,691) Adjustments to reconcile operating income {loss) to net cash flows from operating activities: Depreciation 26,359 27,170 577,535 Changes in assets and liabilities: (Increase) decrease in receivables (1,578) (83,269) (Increase) decrease in inventories 2,762 (803) (3,719) (Increase) decrease in prepaid expenses (556) 831 Increase (decrease) in payables (38,196) 459 (42,247) Increase (decrease) in accrued expenses 2,693 317 192 Increase (decrease) in deferred revenue (39) Other nonoperating income 13,275 118 4,812 Total adjustments 4,720 27,261 454,135 Net cash flows provided (used) by operating activities 321,775 (34,375) 185,444 Noncash financing activities: Capital contributions Gain on sale of assets The accompanying notes are an integral part of these,financzal statements. 38 Statement 8 Business-Type Activities Governmental Enterprise Other Activities- Water Sanitary Sewer Storm Drainage Nonmajor Total Internal Total Utility Utility Utility Enterprise Enterprise Service Proprietary 1,966,196 3,411,210 1,413,605 485,334 17,221,439 17,221,439 1,560,256 1,560,256 (703,222) (2,846,679) (302,502) (421,450) (12,188,868) (620,433) (12,809,301) (423,676) (170,587) (85,590) (2,255,293) (476,067) (2,731,360) 5,556 1,984 1,380 27,125 20,226 47,351 844,854 395,928 1,025,513 65,264 2,804,403 483,982 3,288,385 461,723 461,723 57,459 519,182 �a6,8io� (3si,sio� (3si,slo} (89,582) 426 (89,156) (89,156) (89,582) 462,149 (26,810) (9,243) 57,459 48,216 (576,661) (436,649) (1,090,487) (2,103,797) (1,619,325) (3,723,122) 93,410 93,410 (576,661) (436,649) (1,090,487) (2,103,797) (1,525,915) (3,629,712) 78,668 115,955 92,298 8,738 406,654 332,414 739,068 257,279 537,383 27,324 47,192 1,098,017 (652,060) 445,957 1,811,509 1,926,733 1,353,496 107,667 7,372,031 7,488,356 14,860,387 2,068,788 2,464,116 1,380,820 154,859 8,470,048 6,836,296 15,306,344 321,815 340,520 287,873 29,147 966,083 (73,385) 892,698 586,462 525,655 734,525 2,477,706 529,893 3,007,599 (80,274) 138,682 1,057 7,228 (18,154) 6,310 (11,844) 2,579 819 (3,073) (2,254) (4,922) (4,647) (4,647) 382 (605,185) 1,862 27,509 (655,416) (19,369) (674,785) 2,193 (806) 196 4,785 23,380 28,165 6,141 6,102 6,102 5,556 1,984 1,380 27,125 20,226 47,351 523,039 55,408 737,640 36,117 1,838,320 557,367 2,395,687 844,854 395,928 1,025,513 65,264 2,804,403 483,982 3,288,385 193,157 88,508 39 This page has been /eft b/ank intentiona//y. 40 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 The City of Brooklyn Center was incorporated in 1911 and has operated under a Council/Manager form of government since the adoption of the City charter in 1966. The governing body consists of a mayor and four City Council members elected at-large to serve four-year staggered terms. The City provides a full range of municipal services to its citizens, including public safety (police and fire protection), highways and streets, parks and recreation, public improvements, planning and inspections, economic development, sanitary and storm sewer, water, and general administrative services. Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The financial statements of the City have been prepared in accordance with accounting principles generally accepted in the United States of America (GAAP), as applied to governmental units by the Governmental Accounting Standards Board (GASB). The City also applies Financial Accounting Standards Board (FASB) statements and interpretations issued prior to December 1, 1989 to its governmental and business-type activities at the government-wide financial reporting level and to its proprietary funds at the fund reporting level, provided they do not conflict with or contradict GASB pronouncements. The City's significant accounting policies are described below. A. REPORTING ENTITY The City includes all funds, organizations, institutions, agencies, departments, boards, and offices that are not legally separate from the City. Component units are legally separate organizations for which the elected officials of the City are financially accountable and are included within the basic financial statements of the City because of the significance of their operational or financial relationships with the City. The City is considered financially accountable for a component unit if it appoints a voting majority of the organization's governing body and is able to impose its will on the organization by significantly influencing the programs, projects, activities, or level of services performed or provided by the organization, or there is a potential for the organization to provide specific financial benefits to, or impose specific financial burdens on, the City. Blended component units, although legally separate, are, in substance, part of the government's operations. A blended component unit is reported as if it were a fund of the City throughout the year. It is included at both the government-wide and fund financial reporting levels. A description of the City's blended component units follows: City of Brooklyn Center Housing and Redevelopment Authority (HRA) The City Council serves as the Board of Directors for the HRA. The Council reviews and approves the tax levy and all expenditures for the HRA. The HRA is reported as a Special Revenue Fund. The HRA does not issue separate financial statements. Financial information may be obtained at the City's offices. City of Brooklyn Center Economic Development Authority (EDA) The governing board for the EDA is the City Council. The council reviews and approves major community development improvement activities. City general obligation tax increment financing bonds are issued to finance EDA activities. The EDA is reported in the Economic Development Authority, Earle Brown TIF District, TIF District No. 3, TIF District No. 4, and the Community Development Block Grant Special Revenue Funds; the Ta1c Increment Bonds Debt Service Fund; the Earle Brown Heritage Center Improvements Capital Project Fund; and the Earle Brown Heritage Center Enterprise Fund. The EDA does not issue sepazate financial statements. Financial information may be obtained at the City's offices. 41 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 3 2, 2007 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) B. GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS The government-wide financial statements (i.e., the statement of net assets and the statement of changes in net assets) report information on all activities of the primary government and its component units. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or business-type activity and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or business-type activity. Taxes and other items not included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING, AND FINANCIAL STATEMENT PRESENTATION The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes and special assessments are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considers all revenues, except reimbursement grants, to be available if they are collected within 60 days of the end of the current fiscal period. Reimbursement grants are considered available if they are collected within one year of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to claims and judgments, are recorded only when payment is due. Property taxes, special assessments, intergovernmental revenues, charges for services and interest associated with the cunent fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Only the portion of special assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and availa6le only when cash is received by the government. 42 r CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING, AND FINANCIAL STATEMENT PRESENTATION (Continued) The government reports the following major governmental funds: The General Fund is the government's primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. The Tca Increment District No. 3 Special Revenue Fund has the authority to collect tax increments which are used for various redevelopment projects within the City and for debt service payments of bonds which were issued for the same purpose. The G. O. Improvement Bonds Debt Service Fund is used to account for the accumulation of resources for the payment of improvement bonds. These bonds were sold to finance certain public improvements such as residential streets and storm sewers or the provision of services which are to be paid for wholly or in part from special assessments levied against benefited property. The Infrastructure Construction Capital Project Fund was established to account for the resources and expenditures required for the acquisition and construction of capital facilities or improvements financed wholly or in part by special assessments levied against benefited properties. The government reports the following major enterprise funds: The Municipal Liquor Fund accounts for the operations of the City's municipal off-sale liquor stores. The Golf Course Fund accounts for operations of Centerbrook Golf Course, a 9 hole executive golf course owned by the City. The Earle Brown Heritage Center Fund accounts for the operation of a convention center. The Earle Brown Heritage Center is a pioneer farmstead that has been historically preserved and restored as a modern multipurpose facility. Its convention center can host conferences, trade shows, and concerts. The Water Utility Fund accounts for the pumping, treatment and disfribution of water to customers. Administration, wells, water storage, and distribution are included. The Sanitary Sewer Utility Fund accounts for the collection and pumping of sanitary sewage through a system of sewer lines and lift stations. Sewage is treated by the Metropolitan Council Environmental Services whose fees represent about 62% of this fund's expenses. The Storm Drainage Utility Fund accounts for the collection and treatment of surface runoff water that does not require sanitary wastewater treatment. It incorporates not only the storm sewer collection system, but also structures such as holding ponds and facilities to improve water quality. Fees are based upon the quantity of water running off a properiy and vary with both size and absorption characteristics of the parcel. 43 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES C. MEASUREMENT FOCUS, BASIS OF ACCOUNTING, AND FINANCIAL STATEMENT PRESENTATION (Continued) Additionally, the government reports the following fund type: Internal Service Funds account for compensated absences, health care insurance benefits and central garage services provided to other departments of the City on a cost reimbursement basis. As a general rule, the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this general rule are transactions that would be treated as revenues, expenditures or expenses if they involved external organizations, such as buying goods and services or payments in lieu of taxes. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. Amounts reported as program revenues include 1) charges to,customers or applicants for goods, services, or privileges provided, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a propnetary fund's prmcipal ongomg operations. The principal operating revenues of the enterprise funds and internal service funds are charges to customers for sales and services. Operating expenses for enterprise funds and internal service funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. D. CASH AND INVESTMENTS The City considers all highly liquid inveshnents with a maturity of three months ar less when purchased to be cash equivalents. All of the cash and investments allocated to the proprietary funds have original maturities of 90 days ar less. 44 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES D. CASH AND INVESTMENTS (Continued) The City's investment policy authorizes the City to invest in the following: a) Securities that are direct obligations or are guaranteed or insured issues of the United States, its agencies, its instrumentalities, or organizations created by an act of congress, including governmental bills, notes, bonds and other securities. b) Commercial paper issued by U.S. corporations or their Canadian subsidiaries that is rated in the highest quality by at least two nationally recognized rating agencies and matures in 270 days or less. c) Time deposits that are fully insured by the Federal Deposit Insurance Corporation or bankers acceptances of U.S. banks. d) Repurchase agreements and reverse repurchase agreements with financial institutions identified by Minnesota Statutes Chapter 118A. e) Securities lending agreements may be entered into with financial institutions identified by Minnesota Statutes Chapter 118A. fl Minnesota joint powers investment trusts may be entered into with trusts identified by Minnesota Statutes Chapter 118A g) Money market mutual funds regulated by the Securities and Exchange Commission and whose portfolios consist only of �hort term securities permitted by Minnesota Statutes 118A. h) Bonds of the City of Brooklyn Center issued in prior years, may be redeemed at current market price, which may include a premium, prior to maturing using surplus funds of the debt service fund set up for that issue. Investments are reported at fair value, based on quoted mazkeY prices as of the balance sheet date. Adjustments necessary to record investments at fair value are recorded in the operating statement as increases or decreases in investment earnings. Investment income on commingled funds is allocated monthly, based on month-end balances. E. RECEIVABLES AND PAYABLES During the course of operations, numerous transactions occur between individual funds for goods provided or services rendered. Short-term interfund loans are classified as "interfund receivable/payable." All short-term interfund receivables and payables at December 31, 2007 are planned to be eliminated in 2008. Long-term interfund loans are classified as "advances to/from other funds." Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as"internal balances." Advances between funds, as reported in the fund financial statements, are offset by a fund balance reserve account in applicable governmental funds to indicate that they are not a�ailable for appropriation and are not expendable financial resources. The City expects to make full collection of all trade and properiy tax receivables, so no allowance is considered necessary. 45 i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES E. RECEIVABLES AND PAYABLES (Continued) Property tax levies are submitted to the in December each year. The County allocates these levies 11 t across tarable properties in the City based on valuations certified in the prior year. The County co ec s these levies and distributes the City's proceeds in June and December of the fiscal year. These taxes are reported as general revenues in the government-wide financial statements in the year levied. Unpaid taxes at December 31 become liens on the respective property and are classified as delinquent receivables and are fully offset by deferred revenue in the fund financial statements. F. INVENTORIES AND PREPAID ITEMS Inventories in the governmental funds are reported using the consumption method and valued at cost, using the first in/first out (FIFO) method. Inventories in the proprietary funds are valued at cost, using the weighted average method in the Municipal Liquor and Earle Brown Heritage Center Funds and the FIFO method in all other funds. Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements. G. CAPITAL ASSETS Capital assets, which include properiy, plant, equipment and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items), are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets are defined by the government as assets with an initial, individual cost in excess of the amounts below and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. Infrastructure 250,000 Buildings and Building Improvements 50,000 Land Improvements 25,000 Heavy Equipment 25,000 Furniture and furnishings 10,000 Motorized vehicles 10,000 Technology equipment 10,000 The costs of normal maintenance and repairs that do not add to the value of the asset or materially eactend assets lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business-type activities is included as part of the capitalized value of the assets constructed. For the year ended December 31, 2007 no interest was capitalized in connection with construction in progress. 46 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES G. CAPTTAL ASSETS (Continued) Capital assets of the City, as well as the component units, are depreciated using the straight line method over the followin estimated useful lives: g Land improvements 25 years Buildings and structures 25 years Water and sewer mains and lines, wells and storage tanks, sewer lift stations 25 years Infrastructure 25 years Machinery and equipment 5-15 years H. COMPENSATED ABSENCES It is the City's policy to permit employees to accumulate earned but unused vacation and sick pay benefits. All vacation and vested sick lea�e pay is accrued in the Public Employee Compensated Absences fund. A liability for these amounts is reported in governmental funds only if they have matured, for example, as a result of employee resignations and retirements. In accordance with the provisions of Statement of Government Accounting Standards No. 16, Accounting for Compensated Absences, a liability is recognized for that portion of accumulating sick leave benefits that is vested, or expected to vest, as severance pay. L LONG TERM OBLIGATIONS In the government-wide financial statements and proprietary fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the appiicable governmental activities, business-type activities, or proprietary fund type statement of net assets. Bond premiums and discounts, as well as issuance costs, are immaterial and are expensed in the year of bond issuance. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. J. FUND EQUITY Fund equity in the fund financial statements is classified as fund balance for governmental funds and net assets for proprietary funds. Fund equity in the government-wide financial statements is classified as net assets for both governmental and business-type activities. Fund balance Generally, fund balance represents the difference between current assets and current liabilities. The Ci reserves those ortions of fund balance which are le ally segregated for a specific �Y P g future use or which do not represent available, spendable resources and are therefore not available for general appropriation or expenditure. Unreserved fund balance indicates that portion of fund balance that is available for appropriation in future periods. Designations are management's intent to set aside these resources for specific purposes. 47 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES J. FUND EQUITY (Continued) Net assets Net assets represent the difference between assets and liabilities. Net assets, invested in capital assets net of related debt, consists of capital assets, net of accumulated depreciation, reduced by the outstanding balances of any bonds used for the acquisition, construction, or improvement of those assets. use either throu h ere are limitations im osed on their g Net assets are reported as restricted when th p constitutional rovisions or enablin le islation, or throu h external restrictions imposed by creditors, P g g g rantors or laws or re ulations of other overnments. All other net assets are reported as unrestricted. g g g When both restricted and unrestricted resources are available for an allowable use, it is the government's policy to use restricted resources first, then unrestricted resources as they are needed. K. INTERFUND TRANSACTIONS Interfund services provided and used are accounted for as revenues and expenditures or expenses. Transactions that constitute reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as reductions of expenditures/expenses in the fund that is reimbursed. All other interfund transactions are reported as transfers. L. USE OF ESTIMATES f 'The preparation of financial statements in conformity with GAAP requires management to make estimates and assumptions that affect amounts reported in the financial statements and accompanying notes. Actual results could differ from such estimates. M. NEW ACCOUNTING PRONOUNCEMENTS The Governmental Accounting Standazds Board (GASB) recently approved the following statements which were not implemented in these financial statements. The effect these standards may have on future financial statements has not been determined at this time. Statement No. 45, Accounting and Financial Reporting by Employers for Postemployment Benefit Plans other than Pension Plans. This statement, which the City will be required to adopt in 2008, provides guidance on all aspects of postempioyment benefit reporting by employers. The City has not yet assessed the impact of the adoption of Statement No. 45 on its financial statements. Statement No. 49, Accounting and Financial Reporting for Pollution Remediation Obligation. This statement provides guidance on how to calculate and report the costs and obligations associated with pollution cleanup efforts. The provisions of this statement are effective for financial statements for periods beginning after December 31, 2007. 48 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 2 RECONCILIATION OF GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS A. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES AND THE GOVERNMENT-WIDE STATEMENT OF ACTIVITIES The governmental fund statement of revenues, expenditures, and changes in fund balances includes a reconciliation between net changes in fund balances total governmental funds and changes in net assets of governmental activities as reported in the government-wide statement of activities. One element of that reconciliation explains that "Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense." The details of this 2,737,094 difference are as follows: Capital outlay 4,190,095 Depreciation expense (1,453,001) Net adjustment to increase net changes in fund balances total governmental funds to arrive at changes in net assets of governmental activities 2,737,094 Another element of that reconciliation states that "Revenues in the Statement of Activities th�at do not provide current financial resources are not reported as revenues in the funds." The details of this 2,766,100 difference are as follows: General property ta�ces defened revenue: At December 31, 2006 (321,295) At December 31, 2007 427,511 Tax increment taYes deferred revenue: At December 31, 2006 (59,150) At December 31, 2007 9,143 S ecial assessments deferred revenue: P At December 31, 2006 (3,169,975) At December 31, 2007 3,353,037 Other deferred revenues: At December 31, 2006 (4,258,800) At December 31, 2007 6,785,629 Net adjustments to decrease net changes in fund balances total governmental funds to arrive at changes in net assets of governmental activities 2,766,100 49 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 2 RECONCILIATION OF GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS A. EXPLANATION OF CERTAIN DIFFERENCES BETWEEN THE GOVERNMENTAL FUND STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES ANT THE GOVERNMENT-WIDE STATEMENT OF ACTIVITIES (Continued) Another element of that reconciliation states that "The issuance of long-term debt (e.g., bonds, leases) provides current financial resources to governmental funds, while the repayment of principal of the long- term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets." The details of this 2,540,000 difference are as follows: Principal repayments: General obligation bonds 590,000 Generai obligation improvement bonds 900,000 General obligation taac increment bonds 1,050,000 Net adjustment to increase net changes in fund balances total governmental funds to arrive at changes in net assets of governmental activities 2,540,000 Note 3 STEWARDSHIP. COMPLIANCE. AND ACCOUNTABILITY A. BUDGETARY INFORMATION Annual budgets are adopted on a basis consistent with accounting principles generally accepted in the United States for all governmental funds. All annual appropriations lapse at fiscal year end. In August, the City Manager submits to the City Council proposed operating budgets for the fiscal year commencing the following January, The proposed general fund budget and preliminary tax levy must be certified to the County prior to September 15. The Council holds public hearings on the certified budget and levy and must submit a final levy to the County prior to the end of December. The appropriated budget is prepared by fund and deparhnent. The City Council must authorize any transfer of budgeted amounts between departments or funds. Transfers of budgeted amounts within deparhnents in the General Fund must be authorized by the City Manager. The legal level of budgetary control is the department level for the General Fund and the fund level for all other governmental funds. There were no material supplemental budgetary appropriations during the year. 50 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 3 STEWARDSHIP, COMPLIANCE. AND ACCOUNTABILITY (Continued) B. EXCESS OF EXPENDITURES OVER APPROPRIATIONS For the year ended December 31, 2007 expenditures exceeded appropriations in the following General Fund departments and special revenue funds: Final Over Budget Actual Budget Major Funds: General Fund: Legal 335,000 373,757 (38,757) Government buildings 739,393 833,839 (94,446) Folice protection 5,800,076 5,843,078 (43,002) Fire protection 859,855 872,012 (12,157) Protectiveinspection 563,836 591,222 (27,386) Engineering 539,379 583,900 (44,521) Steet department 1,379,768 1,383,485 (3,717) Administration 565,510 577,922 (12,412) Adult recreation programs 187,563 205,021 (17,458) Teen recreation programs 4,062 4,970 (908) Youth recreation programs 45,939 48,684 (2,745) General recreation programs 13,674 17,131 (3,457) Community center 524,600 531,808 (7,208) Park maintenance 890,149 907,977 (17,828) Convention bureau 308,750 335,729 (26,979) Special Revenue Funds: Tax Increment District No. 3 187,500 6,202,597 (6,015,097) Nonmajor Funds: Special Revenue Funds: Housing and Revelopment Authority 395 (395) Economic Development Authority 277,787 295,587 (17,800) Taac Increment District No. 4 238,400 246,807 (8,407) Police Drug Forfeiture 29,000 59,573 (30,573) City Initiatives Grant 40,507 170,402 (129,895) 51 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 3 STEWARDSHIP. COMPLIANCE. AND ACCOUNTABILITY (Continued) C. DEFICIT FUND EQUITY Deficit fund equity exists at December 31, 2007 iri the following funds: f Unreserved deficit fund balance Major Funds: Infrastructure Construction 1,624,646 Nonmajor Funds: Police Drug Forfeiture 1,410 Unreserved deficit net assets Nonmajor Funds: Employee Retirement Benefit 1,021,471 The deficits are bemg funded through mternal borrowmg and will be repaid from construction transfers from utility funds, future bond issuance, investment earnings, and internal transfers. D. PRIOR PERIOD ADJUSTMENTS FUND STATEMENTS In 2007, curb and gutter infrastructure capital assets were moved from the general capital assets to the Storm Drainage Enterprise Fund. The beginning value of net assets in this Storm Drainage fund was increased by 2,399,148, which includes 116,611 in construction in progress and 2,282,537 net book value of those assets previously completed. GOVERNMENT-WIDE STATEMENTS In 2006, a contribution from the Storm Drainage Utility Fund to an infrastructure construction project was included twice in the calculation of construction in progress in the Governmental Activities. This amount was removed in 2007 decreasing beginning Net Assets in the Governmental Activities by 116,611. In 2007, curb and gutter infrastructure capital assets were moved from the Governmental Activities to the Business-Type Activities. Beginning Net Assets in the Governmental Activities was reduced and beginning Net Assets in the Business-Type Activities was increased by 2,282,537, the net book value of these assets, to reflect this change. Note 4 DETAILED NOTES ON ALL FUNDS A. DEPOSITS AND INVESTMENTS In accordance with Minnesota Statutes, the City maintains deposits at only those depository banks authorized by the City Council. All such depositories are members of the Federal Reserve System. 52 I CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS A. DEPOSITS AND INVESTMENTS (Continued) Minnesota Statutes require that all City deposits be protected by insurance, surety bond, or collateral. The market value of coilateral pledged must equal 110% of the deposits not covered by insurance or bonds. Authorized col(ateral 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 Treasurer or in a financial institution other than that furnishing the collateral. At year-end, the City's carrying value amount of deposits was 712,025 composed of bank balances of 552,669. All balances were covered by federal depository insurance or by perfected collateral held by the Federal Reserve Bank. As of December 31, 2007 the City had the following investments and maturities: Investment Maturities Less than Investment Type Rating Fair Value 1 year Federal Home Loan Bank Notes AAA 845,136 845,136 Federal National Mortgage Ass'n Notes AAA 1,006,539 1,006,539 Repurchase ageement N/A 575,320 575,320 External investment pool 4M Fund N/A 18,447,497 18,447,497. Money market N/A 27,411,557 27,411,557 Total investments 48,286,049 48,286,049 Deposits 712,025 Petty cash and change funds 8,135 Total cash and investments 49,006,209 Reconciliation to Statement of Net Assets (Statement 1): Cash, cash equivalents, and investments 48,845,209 Restricted cash and investments 161,000 Total cash and investments 49,006,209 N/A not rated 53 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS A. DEPOSITS AND INVESTMENTS (Continued) Interest rate risk The City's investment policy requires interest earnings remain stable and predictable through at least the neact budget cycle and that at least 50% of the investment portfolio remain for two or more years with known interest rates. The policy also states that the portfolio shall remain sufficiently liquid to meet all operating requirements that may be reasonably expected. Credit risk The City's investment policy restricts investment instruments to those authorized by Minnesota Statutes 118A. The policy also requires that any counterparty in investment transactions be pre-qualified and approved by the City Council and that the portfolio be diversified to limit potential losses on individual securities. As of December 31, 2007 the City's investment in FNMA and FHLB notes were all rated AAA by Moody's Investor Service. The City's external investment pool is with 4M which is regulated by Minnesota Statutes and the Board of Directors of the League of Minnesota Cities. The 4M fund is an unrated 2a7-like pool and the fair value of the position in the pool is the same as the value of the pool shares. Custodial credit risk The City's investment policy requires that securities purchased from any bank or dealer be placed with an independent third pariy for custodial safekeeping. Ail of the City's investments were held in an institutional trust under contract with the City for safekeeping services. B. RECEIVABLES Significant receivable balances not expected to be collected within one year of December 31, 2007 are as follows: Major Funds Tax Increment Special Sanitary District Assessment Infrastructure Water Sewer Nonmajor General No.3 Bonds Construction Utility Utility Funds Total Delinquent property taxes 87,475 E 4,230 S I5,180 106,885 Delinquent tax increments 2,290 2,29� Specialassessments 1,874,910 900,793 219,187 1,823 2,996,713 87,475 2,290 51,879,140 900,793 219,187 1,823 15,180 $3,105,888 Governmental funds report deferred revenue in connection with receivables for revenues that are not considered to be a�ailable to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received, but not yet earned. At the end of the current fiscal year, the various components of deferred revenue and unearned revenue reported in the governmental funds were as follows: 54 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS B. RECEIVABLES (Continued) Unavailable Unearned Totals Delinquent property taxes receivable (General Fund) 349,897 349,897 Delinquent properry taxes receivable (G. O. Improvement Bonds) 16,910 16,910 Delinquent properry taxes receivable (Nonmajor Funds) 60,703 60,703 Delinquent taac increment collections (Tax Increment District No. 3) 9,143 9,143 Special assessments not yet due (G. 0. Improvement Bonds) 2,337,659 2,337,659 Special assessments not yet due (Infrastructure Construction) 1,015,378 1,015,378 Fees received but unearned (General Fund) '7,860 7,860 Grants received but unspent (Nonmajor Funds) 13,345 13,345 Assets held for resale (Tax Increment District No. 3) 6,748,629 6,748,629 Assets held far resale (Nonmajor Funds) 37,000 37,000 Total deferred/unearned revenue for governmental funds 10,575,319 21,205 10,596,524 The City has leased a portion of the police second floar expansion area to the Local Government Information Systems Association (LOGIS) as a backup computer facility. The lease has a term of six years, commencing on August l, 2005, and calls for monthly lease payments based on the square-footage. Lease revenue for the year ended December 31, 2007 was 8,694. Future minimum lease payments are as 8,694 annually through 2010 and 5,072 for 2011. C. CAPITAL ASSETS Capital asset activity for the year ended December 31, 2007 was as foliows: Beginning Beginning Balance-as Priorperiod Balance- Ending previously stated Adiustment Restated Increases Decreases Balance Grnemmental activities: Capital assets, not being depreciated: Land 3,203,904 3,203,904 3,203,904 ConsWC[ion in progress 2,765,506 (233,222) 2,532,284 4,190,095 (2,420,455� 4,301,924 Total capital assets, not being depreciated 5,969,410 (233,222) 5,736,188 4,190,095 (2,420,455) 7,505,828 Capitat assets, being depreciated: Buildingsandimprovements 18,752,974 18,752,974 407,106 19,160,080 Pazk improvements 3,400,550 3,400,550 3,400,550 Departmentalequipment 6,567,104 6,567,104 1,619,325 (709,632) 7,476,797 Sueets 25,474,234 (4,006,982) 21,467,252 2,013,349 23,480,60] Total capital sssets, being depreciated 54,194,862 (4,006,9821 50,187,880 4,039,780 (709,632) 53,518,028 I Less accumulated depreciation for. Buildings and improvements 6,788,696 6,788,696 659,795 7,448,491 Parkimprovements 2,119,218 2,119,218 106,018 2,225,236 Departmentalequipment 3,976,I79 ?,976,179 549,135 (704,731) 3,820,583 Streets 10,579 (1,724,445) 8,854,598 667,946 9,522,544 Total accumulated depreciation 23,463;136 (1,724,445) 21,738,691 1,982,894 (704,731) 23,016,854 To[al capital assets being depreciated net 30,731,726 (2,282,537) 28,449,189 2,056,886 (4,901) 30,501,174 Govemmental activities capital asseu net 36,701,136 $(2,515,759) 34,185,377 6,246,981 (2,425,356) 38,007,002 I 55 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS C. CAPITAL ASSETS (Continued) Beginning Beginning Balance as Prior period Balance Ending oreviously stated Adiustment restated Increases Decreases Balance Business-type activities Capital assets, not being depreciated: Land S 3,197,342 S S 3,197,342 3,197,342 Construction in progress 1,915,091 116,bll 2.031,702 2,296,955 (2,034,364� 2,294,293 Totzl capital assets, notbeing depreciated S,ll2,433 116,611 5.229,044 2,296,955 (2.034,364) 5,491,635 Capital assets, being depreciated: Land improvements 368,088 368,088 368,088 Buildings and improvemenu 17,458,486 17,458,486 17,458,486 Department equipment 625,654 625,654 625,654 Mains and lines 42,528,850 4,006,982 46,535,832 2,034_364 48,570,196 Total capital assets, being depreciateA 6Q981,078 4,006,982 64,988,060 2,034,364 67,022.424 Less accumulated depreciation for. Land improvemenu 128,920 128,920 13,636 142,556 I I Buildingsandimprovements 9,129,709 9,129,709 820,864 9,950,573 Departmentequipment 409,281 409,281 44,373 453,654 Mains and lines 18,177,106 1,724,445 19,901,551 1,598,833 21.SOQ.384 Total accumulated depreciation 27,845,016 1,724,445 29,569,461 2,477,706 32,047,167 Total capital assets being depreciated net 33,136,062 2,282,537 35,418,599 (443.342) 34,9�5,257 Business-rype activities capital assets net 38,248,495 2,399,148 S 40,647,643 (,853,613 (2,034,364) 40,466,892 Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities: General government 76,951 I I Public safety 390,035 Public works 745,865 Parks and recreation 240,150 Capital assets held by the governments internal service funds are charged to the various functions based on their usage of the assets 529,893 Total depreciation expense governmental activities 1,982,894 Business-type activities: Munici al li uor 26,359 P q Golf course 27,170 Earle Brown Heritage Center 577,535 Water utility 586,462 Sanitary sewer utility 525,655 Storm drainage utility 734,525 Total depreciation expense business-type activities 2,477,706 S6 I r CITY OF BROOKLYN CENTER, MINNESOTA NOT'ES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS C. CAPITAL ASSETS (Continued) CONSTRUCTION CONIMITMENTS At December 31, 2007 the City had construction project contracts in progress. The commitments related to remaining contract balances are summarized as follows: Contract Remaining 1 Project Amount Commitment Freeway Blvd and Shingle Creek 1,427,782 143,947 Riverwood AreaNeighborhood 3,670,088 190,271 1 Kylawn Park Building 190,293 183,920 5,288,163 518,138 D. INTERFUND BALANCES AND TRANSFERS Individual fund interfund receivable and payable balances at December 31, 2007 are as follows: Advances to Advances From Fund Other Funds Other Funds Major Funds: Golf Course 792,488 Nonmajor Funds Capital Improvements 792,488 792,488 792,488 The $792,488 advance between the Golf Course and Capital Improvements funds is not expected to be eliminated within one year of December 31, 2007. Interfund Interfund Fund Receivable Payable Major Funds: Infrastructure Construction 1,054,563 Nonmajor Funds: Capital Improvements 1,054,563 1,054,563 1,054,563 Interfund payableslreceivables are representative of lending/borrowing arrangements to cover deficit cash balances at the end of the fiscal year. Balance will be paid with transfers from other funds, collections of I� outstanding receivables, and the issuance of bonds to finance completed infrastructure projects. r 57 I CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS D. INTERFUND BALANCES AND TRANSFERS (Continued) Interfund transfers: Transfer In Transfer Out Governmental Funds: Major Funds: General 531,723 Tax Increment District No. 3 4,433,310 Infrastructure Construction 760,907 Nonmajor Funds: Housing and Redevelopment Authority 262,039 Economic Development Authority 262,040 Community Development Block Grant 1 City Initiatives Grant 57,459 Taac Increment Bonds 4,433,310 Capital Improvements 125,000 Municipal State Aid 734,097 Earle Brown Heritage Center Improvements 230,000 Technology 70,000 Total govenmental funds 5,881,257 6,018,629 Proprietary Funds: Major Funds: Municipal Liquor 125,000 Earle Brown Heritage Center 230,000 Sanitary Sewer Utility 461,723 Nonmajor Funds: Street Light Utility 26,810 Internal Service Funds: Central Garage 57,459 Total proprietary funds 519,182 381,810 Total all funds 6,400,439 6,400,439 Governmental Business-Type Activities Activities Reconciliation to Government-Wide Statement of Activities: Net Transfers Fund Statements (137,372) 137,372 Internal Service Fund Transfer 57,459 (57,459) Reclassification of capital contributions from 193 157 governmental activities to business type activities (193,157) Total Transfers Government-Wide Statement of Activities (273,070) 273,070 58 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS D. INTERFUND BALANCES AND TRANSFERS (Continued) Interfund transfers allow the City to allocate financial resources to the funds that receive benefit from services provided by another fund or to provide additional capital and infrastructure funding. In addition, interfund transfers are occasionally authorized to allow redistribution of resources between funds for the most efficient use of funds. In 2007, the transfer from the General Fund to the Technology Fund is used to fund the ongoing needs of the City's information technology requirements. The transfer from the General Fund to the Sanitary Sewer Utility Fund was made to offset an unanticipated charge for sewer treatment services. Transfers from the Tax Increment District No. 3 fund to the Tax Increment Bonds fund were made to transfer unspent bond proceeds to the debt service fund, as required by the bond covenants, in addition to paying the 2007 debt service requirements for the bonds. The 57,459 from the City Initiatives Grant fund to the Central Garage fund was made to move funds that were specifically donated for the purchase of fire engines. Transfers from the Municipal State Aid and Street Light Utility funds to the Infrastructure Construction Fund were used to fund certain street construction projects. E. OPERATING LEASES The City leases space for its municipal liquor stores. The leases are both ten-year leases and began in 2000 and 2003. Both leases have options for a ten-year extension. The leases provide for a minimum monthly base rent payment, plus a pro-rata share of common area expenses. Additional lease payments are required if agreed-upon revenue thresholds are attained. These leases may be cancelled at the City's option if the City ceases liquor operations. Total rental expense under the lease agreements for the year ended December 31, 2007 was 242,801. Future minimum base rent payments under the current agreements are as follows: Total Year Minimum Ending Rents 2008 193,530 2009 193,530 2010 136,158 2011 93,360 2012 93,360 'i 2013 93,360 803,298 F. LONG-TERM DEBT The City issues general obligation bonds to provide funds for the construction of major capital facilities, construction of infrastructure, and economic development and redevelopment. General obligation bonds have been issued for governmental activities. 59 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS F. LONG-TERM DEBT (Continued) As of December 31, 2007 the long-term debt of the financial reporting entity consisted of the following: GOVERNMENTAL ACTIVITIES Final Interest Maturity Original Payable Rates Date Date Issue 12/31/07 General Obligation Bonds: Police and Fire Building Refunding Bonds 2.00%-3.35% 12/O1/2004 02/O1/2013 5,045,000 3,875,000 Total General Obligation Bonds 5,045,000 3,875,000 G:O. Tax Increment Bonds: Taxable Ta�c Increment Refunding Bonds of 2004 2.25%-4.40% 12/O 1/2004 02/Ol/2011 2,470,000 1,635,000 Taxable Ta�c Increment Bonds of 2004 4.75%-5.125% 12/O1/2004 02/0112020 17,245,000 15,620,000 Total G.O. Tax Increment Bonds 19,7] 5,000 17,255,000 G.O. Improvement Bondx 1997ImprovementBonds 4.00%-4.65% 12/Ol/1997 02/01/2008 1,075,000 ]00,000 1998ImprovementBonds 3.40%-4.20% 12/Ol/1948 02/O1/2009 1,085,000 195,000 1999ImprovementBonds 4.10%-5.00% 12/01/1999 02/O1/2010 1,585,000 46Q000 2000 Improvement Bonds 4.30%-4.95% 12/Ol/2000 02/Ol/2011 735,000 27Q000 2001 Improvement Bonds 2.60%-4.40% 12/01/2001 02/Ol/2012 730,000 335,000 2003ImprovementBonds 1.45%-4.00% 01101/2003 02/O1/2013 1,205,000 680,000 2004ImprovementBonds 2.10%-3.65% 12/O1/2004 02/O1/2015 1,010,000 780,000 2006ImprovementBonds 3.55%-3.80% 12/O1/2006 02/O1/2017 1,460,000 ],460,000 Total G.O. Improvement Bonds 8,885,000 4,280,000 Total bonded indebtedness 33,645,000 25,410,000 Compensated absences payable 1,023,'706 Total City indebtedness governmental activiries 26,433,706 All long-term bonded indebtedness outstanding at December 31, 2007 is backed by the full faith and credit of the City, including improvement and tax increment bond issues. Bonds in the governmental activities wili be retired by future property tax levies, tax increments or special assessments accumulated in the specific debt services funds. In the event that a deficiency exists because of unpaid or delinquent tax increments or special assessments at the time a debt service payment is due, the City must provide resources to cover the deficiency until other resources are available. Delinquent tax increments in the governmental funds at December 31, 2007 were 9,143; delinquent special assessments in the governmental funds at December 31, 2007 were 44,419, which is included in the special assessments receivable balance of 3,363,260. The G.O. Improvement Bonds were issued to finance the construction and replacement of street and storm drainage capital assets. Of the 4,280,000 outstanding at December 31, 2007 the amounts applicable to street and storm capital assets is 3,351,412 and 928,588, respectively. 60 i CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS F. LONG-TERM DEBT GOVERNMENTAL ACTIVITIES (Continued) Annual debt service requirements to maturity for long-term debt are as follows: Governmental Activities Year Ending General Obligation Bonds G.O. Tau Increment Bonds G.O. Improvement Bonds December 31 Principal Interest Principal Interest PrinciUal Interest 2008 600,000 110,552 1,030,000 804,491 980,000 145,121 2009 610,000 93,903 1,095,000 759,214 765,000 111,352 2010 640,000 75,153 1,120,000 710,280 645,000 83,597 2011 640,000 55,632 1,165,000 658,155 485,000 61,495 2012 685,000 34,581 800,000 612,213 415,000 44,434 2013-2017 700,000 11,725 6,915,000 2,178,370 990,000 67,974 2018-2020 5,130,000 403,100 Total 3,875,000 381,546 17,255,000 6,125,823 4,280,000 513,973 CHANGE IN LONG-TERM LIABILITIES Long-term liability activity for the year ended December 31, 2007 was as follows: Beginning Ending Due Within Balance Additions Reductions Balance One Yeaz Govemmental activities: 1 Bonds payable: General obligation bonds 4,465,000 (590,000) 3,875,000 600,000 G.O. tax inczement bonds 18,305,000 (1,050,000) 1'7,255,000 1,030,000 G.O. improvementbonds 5,18Q000 (900,000) 4,280,000 980,000 Total bonds payable 27,950,000 (2,540,000) 25,410,000 2,61Q000 Compensated absences 964,248 120,063 (60,605) 1,023,706 102 Total government activity long-term liabilities 28,914,248 12Q063 $(2,600,605) 26,433,706 2,712,350 Compensated absences are liquidated by the Public Employees Compensated Absences Fund. CONDUIT DEBT OBLIGATIONS From time to time, the City has issued Housing Revenue Bonds and Industrial Revenue Bonds or Notes to provide assistance to qualified private sector entities for the acquisition and constnzction of housing, industrial, or commercial facilities deemed to be in the public interest. The bonds or notes are secured by the property financed and are payable solely from payments received on the underlying mortgage loans. The Ci has no obli ation of its assets or of its eneral ta�c base for the repayment of any of these bonds or tY g g notes. Accordingly, the bonds or notes are not reported as liabilities in the accompanying financial statements. Upon final redemption of the bonds or notes, ownership of the property transfers to the private sector entity served by the bond or note issue. 1 61 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS F. LONG-TERM DEBT CONDUIT DEBT OBLIGATION5 (Continued) As of December 31, 2007 there were three series of fixed rate Multifamily Housing Revenue Refunding bonds, one Housing Revenue Development Refinancing Note, one series of Variable Rate Demand Refunding Industrial Revenue Bonds, two Healthcare Revenue Notes, and four Senior Housing Development Revenue Notes outstanding. The aggregate amount of conduit debt obligations at December 31, 2007 is 31,224,29L G. FUND EQUITY Net t re rted in the overnm ta ment of net assets at December 31 2007 include the asse s po g ent wide s te following: Governmental activities Invested m caprtal assets, net of related debt: Land 3,203,904 Construction in progress 4,301,924 't de 3 0 501 174 Other ca i al assets net of reciation P P Less: related long-term debt outstanding (7,226,412) Total invested in capital assets, net of related debt 30,780,590 Restricted: Debt service 8,662,597 Ta�c increment purposes 13,075,918 Total restricted 21,738,515 i Unrestricted 8,061,157 Total governmental activities net assets 60,580,262 n Related debt for governmental activities capital assets includes 3,875,000 in General Obligat�o $onds and 3,351,412 in G.O. Improvement Bonds, the amount issued to fnance the street portion of construction ro'ects. The remainin 928 588 of the G.O. Im rovement Bonds outstandin was issued to P J g$ P g fmance the storm drainage portion of construction projects. 62 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS G. FUND EQUITY (Continued) Business-type activities Invested in capital assets: Land 3,197,342 Construction in progress 2,294,293 Other capital assets, net of depreciation 34,975,257 Total invested in capital assets 40,466,892 Unrestricted 9,845,252 Total business-type activities net assets 50,312,144 Governmental fund balances reported on the fund financial statements as of December 31, 2007 include the following: Reserved Major Funds: General: Prepaid items 700 Tax Increment District No. 3: Statutory housing obligation 3,234,327 G. O. Improvement Bonds: Debt service 3,026,385 Infrastructue Construction: Committed contracts 334,218 Nonmajor Funds: Advances to other funds 792,488 Committed contracts 183,920 Debt service 3,698,115 Prepaid items 19,232 Total 11,289,385 Unreserved, designated t Major Funds: General: Working capital 7,941,714 Tax Increment District No. 3: Economic development 9,408,361 Nonmajor Funds: Economic development 2,240,401 Capital improvements 5,090,675 Total 24,681,151 63 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 4 DETAILED NOTES ON ALL FUNDS G. FUND EQUITY (Continued) Unreserved, Undesignated (deficit) Major Funds: Capital Project (1,624,64b) Nonmajor Funds Specialrevenue 91,108 Special revenue (deficit) (1,410) Total (1,534,948) Note 5 OTHER INFORMATION A. RISK MANAGEMENT The City is exposed to various risks of loss related to torts; theft of, damage to and destruction of assets; errors and omissions and natural disasters. Property and casualty insurance is provided through the League of Minnesota Cities Insurance Trust (LMCIT), a public entity risk poal currently operating as a common risk management and insurance program for Minnesota cities: general liability, property, automobile, mobile property and marine, crime, employee dishonesty, boiler, and open meeting law. The City pays an annual insurance premium to the LMCIT for its insurance coverage. The City is subject to supplemental assessments if deemed necessary by the LMCIT. Currently, the LMCIT is self-sustaining through member premiums and reinsures through commercial com anies for claims in exces of various amounts. The Ci retains risk for the deductible s P tY portions of the insurance policies. The amount of these deductibles is considered immaterial to the financial statements. Workers' compensation coverage is provided through a pooled self-insurance program through the LMCIT. The City pays an annual premium to the LMCIT. The City is subject to supplemental assessments if deemed necessary by the LMCIT. The LMCIT reinsures through Workers' Compensation Reinsurance Association (WRCA) as required by law. For workers' compensation, the City is not subject to a deductible. The City's workers' compensation is retroactively rated. With this type of coverage, final premiums are determined after loss experience is known. The amount of premium adjustment, if any, is considered immaterial and not recorded until received or paid. There were no significant reductions in insurance from the previous year or settlements in excess of insurance coverage for any of the past three years. 64 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 5 OTHER INFORMATION (Continued) B. EMPLOYEE RETIREMENT PLANS i. DEFINED BENEFIT PENSION PLAN PLAN DESCRIPTION All full-time and certain part-time employees of the City are covered by defined benefit plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA administers the Public Employees Retirement Fund (PERF) and the Public Employees Police and Fire Fund (PEPFF) which are cost-sharing, multiple-employer retirement plans. These plans are established and administered in accordance with Minnesota Statute, Chapters 353 and 356. PERF members belong to either the Coordinated Plan or the Basic Plan. Coordinated Plan members are covered by Social Security and Basic Plan members are not. All new members must participate in the Coordinated Plan. All police officers, firefighters and peace officers who qualify for membership by statute are covered by the PEPFF. PERA provides retirement benefits as well as disability benefits to members, and benefits to survivors upon death of eligible members. Benefits are established by State Statute, and vest after three years of credited service. The defined retirement benefits are based on a member's highest average salary for any five successive years of allowable service, age, and years of credit at termination of service. PERA issues a publicly available financial report that includes financial statements and required supplementary information for PERF and PEPFF. That report may be obtained by writing to PERA, 60 Empire Drive Suite 200, St. Paul, Minnesota, 55103-2088 or by calling 651-296-7460 or 800-652- 9026. FUNDING POLICY Minnesota Statutes Chapter 353 sets the rates for employer and employee contributions. These statutes are established and amended by the state legislature. The City makes annual contributions to the pension plans equal to the amount required by state statutes. PERF Coordinated Plan members are required to contribute 5.75% of their annual covered salary. PEPFF members are required to contribute 7.80% of their annual covered salary. The City is required to contribute the following percentages of annual covered payroll: 6.25% for Coordinated Plan PERF members and 11.70% for PEPFF members. The City's contributions to the Public Employees Retirement Fund for the years ending December 31, 2007, 2006, and 2005 were 392,528, 363,334, and 326,886, respectively. The City's contributions to the Public Employees Police and Fire Fund for the years ending December 31, 2007, 2006, and 2005 were 374,495, 318,913, and 274,868, respectively. The City's contributions were equal to the contractualiy required contributions for each year as set by state statute. r 65 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 5 OTHER INFORMATION B. EMPLOYEE RETIREMENT PLANS (Continued) 2. PENSION PLAN BROOKLYN CENTER FIRE DEPARTMENT RELIEF ASSOCIATION PLAN DESCRIPTION The City contributes to the Brooklyn Center Fire Department Relief Association (the Association) which is the administrator of a single employer, public employee defined benefit retirement system to provide a retirement plan (the Plan) to volunteer firefighters of the City who are members of the Association. The Association is organized and operates under the provisions of Minnesota State Statutes 424A, and provides benefits in accordance with those statutes. The Association provides retirement benefits to members and survivors, upon death of eligible members. Benefits are established by the Association and approved by the City Council under the applicable statutes. The def ned retirement benefits are based on a member's years of service. Vesting begins after the lOth year of service with a 60% benefit increasing to 100% after the 20th year of service. Full benefits are available after 20 years of service by the member and having attained the age of 50. The current benefit available is a lump sum distribution of 7,500 per year of service. Vested, terminated members who are entitled to benefits but are not yet receiving them are bound by the provisions in effect at the time of termination of inembership. The Association issues a financial report that includes financial statements and required supplementary information for the Brooklyn Center Fire Department Relief Association. That report is available at the City of Brooklyn Center City offices. FUNDING POLICY The CiTy levies property taxes at the direction of and for the benefit of the Plan and passes through state aids allocated to the Plan, all in accordance with enabling State statutes. The minimum tax levy obligation is the financial contribution reyuirement for the year less anticipated state aids. CONTRIBUTIONS Total contributions to the plan in 2006 were 161,019 of which all was from the State of Minnesota. The actuarially determined contribution based on an actuarial valuation performed at January l, 2005 was 39,597, which represents funding for normal cost of 79,135 and amortization of the excess over the actuarial accrued liability of 39,538). Actual contributions have continued at higher levels to allow for a transition to a defined contribution plan in the future. These higher payments are irrevocable and do not affect the level of future City contributions, nor do they constitute an asset of the City. 2006 was recorded as inter overnmental The City s$ 161,019 contribution to the Association m g revenue and fire department expenditure in the General Fund. 66 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 5 OTHER INFORMATION B. EMPLOYEE RETIREMENT PLANS 2. PENSION PLAN BROOKLYN CENTER FIRE DEPARTMENT RELIEF ASSOCIATION (Continued) The information below is the most recent data available. Actuarial valuation date lll/2007 Actuarial cost method Entry age normal cost method Amortization method Level dollar amount amortized on a closed basis Remaining amortization period 14 years Asset valuation method fair value Actuariai assumptions: Investment rate of return 6.0% compounded annually Discount rate for obligations 6.00% Projected salary increases Not applicable Post retirement benefits None Inflation rate Not applicable THREE YEAR TREND INFORMATION Three Year Trend Information Annual Percentage Net Year Pension of APC Pension Ending Cost (APC) Contributed Obligation 12i31/2004 158,991 100% 12/31/2005 154,346 100% 12/31/2006 161,019 100% SCHEDULE OF FUNDING PROGRESS Assets in Excess of Actuazial Actuarial Actuarial (Unfunded) Valuation Value of Accrued Accrued Funded Date Assets Liability Liability Ratio O1/O1/2003 2,540,231 2,813,687 (273,456) 90.3% O1/O1/2005 3,381,603 2,986,223 395,380 113.2% O1/O1/2007 4,024,987 3,713,292 311,695 108.4% 67 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 5 OTHER INFORMATION (Continued) C. ARBITRAGE REBATE The Tax Reform Act of 1986 requires governmental entities to pay to the federal government income earned on the proceeds from the issuance of debt in excess of interest costs, pending the expenditure of the borrowed funds. This rebate of interest income (known as arbitrage) applies to governmental debt issued after August 31, 1986. The City issued greater than $5 million of bonds in the years 1997 and 2004 and therefore is required to rebate excess investment income relating to these issues to the federal government. The extent of the City's liability for arbitrage rebates on the remaining bond issues is not determinable at this time. However, in the opinion of management, any such liability wouid be immateriaL D. LITIGATION The City is subject to certain legat claims in the normal course of business. Management does not expect the resolution of these claims witl have a material impact on the City's financial condition or results of operations. E. CONTINGENT LIABILITIES Taa� Increment Notes In May 2002, the City entered into two limited tax increment notes with developers whereby the City will pay the developers a percentage of the available tax increment. Whether payments will occur and the amount of the payments is unpredictabie since all payments are dependent on the City receiving tax increment revenues from the developer's project. As such, this liability has not been recorded in the financial statements. Any potential liability ends with the decertification of the tax increment district. A schedule of the notes outstanding at December 31, 2007 is as follows: i Amended Original 12/31/2007 Interest Maturity Note Principal Balance Rate Date Twin Lakes Business Park 2,424,199 2,151,592 8.00% 1/31/2021 A 68 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 5 OTHER INFORMATION (Continued) F. POST-EMPLOYMENT HEALTH CARE BENEFITS The City has provided post-employee health care benefits, as per the requirements of the City Council resolution, for certain retirees and their dependents since 1986. Full time employees have the option of retaining membership in the City's health insurance plan for which the City will pay the single person premium until such time as the retiree is eligible for Medicare coverage or at age 65, whichever is sooner. If the retiree desires to continue family coverage, the additional cost for family coverage shall be paid by the retiree to the City. There are two methods whereby an employee can qualify under this program. First, the empioyee, on the date of his/her retirement, must meet eligibility requirements for a full retirement annuity under PERA without reduction of benefits because of age, disability, or any other reason for reduction. In addition, the employee must have been employed full time by the City for the last ten consecutive years prior to the effective date of retirement. Additionally, employees who are retiring after twenty-five years of consecutive service with the City and are eligible to receive a pension from PERA shall have the option of retaining membership in the City's health insurance plan for which the employee will pay the premium until such time as the retiree is eligible to receive a full-retirement annuity under PERA or PEPFF. At that time, the City will pay the single-person premium until such time as the retiree is eligible for Medicare coverage or at age 65, whichever is sooner. Employees participate in this program on a voluntary basis. As of December 31, 2007, 13 employees currently participate in this program. The cost of City paid health care premiums for the years ended December 31, 2007 was 86,708, Fund liabilities are paid on a pay-as- you-go basis with investment earnings of the Fund. The 2,517,382 recorded as a liabi(ity is not an actuarially determined amount, but the City's best estimate of the future liability. G. JOINT VENTURES AND JOINTLY GOVERNED ORGANIZATIONS The City has several agreements with other entities that provide reduced costs, better service, and additional benefits to the participants. The programs in which the City participates are listed below and amounts recorded within the current year's financial statements are disclosed. Local Government Information Svstems Association lLOGISI This consortium of approximately 30 government entities provides computerized data processing and support services to its members. LOGIS is legally separate; the City does not appoint a voting majority of its board, and the Consortium is fiscalty independent of the City. The total amount recorded within the 2007 financial statements of the City is 368,195 for general services and application upgrades provided. Costs were allocated to the various funds based on applications and/or use of services. Complete financial statements for LOGIS may be obtained at the LOGIS offices located at 5750 Duluth Street, Golden Valley, Minnesota 55422. LOGIS Insurance Groun This group provides cooperative purchasing of health and life insurance benefits for approximately 45 governmental entities. The total of 2007 health and life insurance costs paid by the City was 1,135,055. Complete financial statements may be obtained from Stanton Group located at 3405 Annapolis Lane, Plymouth, Minnesota 55447. 69 CITY OF BROOKLYN CENTER, MINNESOTA NOTES TO FINANCIAL STATEMENTS December 31, 2007 Note 5 OTHER INFORMATION G. JOINT VENTURES AND JOINTLY GOVERNED ORGANIZATIONS (Continued) The Brooklvn Center Fire Denartment Relief Association (the Associationl The Association is organized as a nonprofit organization, legally separate from the City, by its members to provide pension and other benefits to members in accordance with Minnesota Statutes. Its board of directors is elected by the membership of the Association and not by the City Council. The Association issues its own set of financial statements. All funding is conducted in accordance with applicable Minnesota Statutes, whereby state aids flow to the Association, taac levies are determined by the Association and are only reviewed by the City. The Association pays benefits directly to its members.. The Association may certify tax levies to Hennepin County directly if the City does not carry out this function. Because the Association is fiscally independent of the CiTy, the financial information of the Association has not been included within the City's financial statements. (See Note S.B.2. for disclosures relating to the pension plan operated by the Association.) Complete financial statements for the Association may be obtained at the City offices located at 6301 Shingle Creek Parkway, Brookiyn Center, Minnesota 55430. H. SUBSEQUENT EVENT In January 2008, the EDA sold the properiy at 6300 Earle Brown Drive to Brooklyn Hotel Partners for $L The property had been removed from the Earle Brown Tax Increment District in October 2006. In February 2008, 'the EDA approved a development agreement and real estate option agreement with the U.S. General Services Administration for the property at 1501 Freeway Blvd. At December 31, 2007 this properiy is reported as Assets held for resale in Tax Increment District No. 3 at a net realizable value of 2,526,829. In April 2008, the City purchased the properiy at 2500 County Road 10 from 1277 LLC for 6,475,243 for redevelopment. This property will be recorded in the Tax Increment District No. 3 fund as Assets held for resale at cost, not to exceed net realizable value, until the property is sold. In April 2008, the City sold $4,335,000 in Tax Increment Financing Bonds, the proceeds of which will be used to finance the acquisition, demolition, clearance, and site preparation in target redevelopment areas within the City's Tax Increment District No. 3. r 70 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCFiEDULE GENERAL FiJND Page 1 of 6 For the Year Ended December 31, 2007 Variance with Final Budget Budgeted Amounts Actual Positive Original Finai Amounts (Negative) REVENUES Taxes: Property taxes 10,720,993 10,720,993 10,498,537 (222,456) Market value homestead credit 573,464 573,464 Penalties and interest 16,015 16,015 Lodging taac 650,000 650,000 706,930 56,930 Total taaces 11,370,993 11,370,993 11,794,946 423,953 Licenses and permits: Liquor and beer licenses 114,800 114,800 68,504 (46,296) Building permits 285,000 285,000 333,715 48,715 Mechanical permits 60,000 60,000 58,031 (1,969) Sewer and water permits 1,000 1,000 1,921 921 Plumbing permits 30,OQ0 30,000 25,041 (4,959) Garbage licenses 3,150 3,150 3,120 (30) Taaticab licenses 100 100 (100) Mechanicallicenses 4,200 4,200 5,918 1,718 Service station licenses 2,455 2,455 1,915 (540) Vehicle dealer licenses 1,500 1,500 1,688 188 Bowling licenses 720 720 720 Cigarette licenses 3,000 3,000 2,288 (712) Sign permits 2,000 2,000 5,040 3,040 Rental dwelling licenses 226,308 226,308 115,512 (110,796) Amusement licenses 1,345 1,345 1,040 (305) Electrical Permits 30,000 30,000 38,735 8,735 ROW permits 1,000 1,000 50 (950) Miscellaneous licenses and permits 4,865 4,865 9,918 5,053 Total licenses and permits 771,443 771,443 673,156 (9$,287) Intergovernmental: FederaL• Other federal grants 1,646 1,646 State: Local government aid 767,665 767,665 1,229,388 461,723 Police pension aid 280,000 280,000 306,753 26,753 PERA aid 34,365 34,365 34,365 Fireperson pension aid 150,000 150,000 139,441 (10,559) Police training 17,687 17,687 LocaL• Miscellaneous grants 58,OQ0 58,000 68,351 10,351 Total intergovernmental 1,290,030 1,290,030 1,797,631 507,601 Charges for services: General government charges 31,040 31,040 37,426 6,386 Public safety charges 13,500 13,500 24,828 11,328 Recreation fees 293,601 293,601 296,431 2,830 Community Center fees 332,650 332,650 334,615 1,965 Total charges for services 670,791 670,791 693,300 22,509 71 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLENIENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE GENERAL Fi1ND Page 2 oF 6 For the Year Ended December 31, 2007 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Revenues (continued): Fines and forfeits 240,000 240,000 291,423 51,423 Miscellaneous: Investment earnings (net of market value change) 156,015 156,015 256,581 100,566 Other 45,100 45,100 81,884 36,784 Total miscellaneous 201,115 201,115 338,465 137,350 Total revenues 14,544,372 14,544,372 15,588,921 1,044,549 EXPENDITURES General government: Mayor and council: Current: Personal services 50,829 50,829 47,326 3,503 Materials and supplies 1,200 1,200 1,862 (662) Services and other charges 77,250 77,250 71,732 5,518 Total mayor and council 129,279 129,279 120,920 8,359 Administrative (Manager, Clerk, HR) offices: Current: Personal services 501,058 501,058 453,686 47,372 Materials and supplies 6,850 6,850 5,689 1,161 Services and other charges 29,125 29,125 36,765 (7,640) Total administrative office 537,033 537,033 496,140 40,893 Elections and voter registraYion: Current Personal services 56,746 56,746 58,749 (2,003) Materials and supplies 1,000 1,000 1,000 Services and other charges 28,900 28,900 3,733 25,167 Total elections and voter registration 86,646 86,646 62,482 24,164 Assessor's office: Current: Personal services 249,824 249,824 242,186 7,638 Materials and supplies 2,375 2,375 2,118 257 Services and other charges 39,912 39,912 40,795 (883) Total assessor's office 292,111 292,111 285,099 7,012 Finance: Current: Personal services 477,017 477,017 447,495 29,522 Materials and supplies 4,000 4,000 5,023 (1,023) Services and other charges 12,300 12,300 9,048 3,252 Total finance 493,317 493,317 461,566 31,751 72 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDiJLE GENERAL FUND Page 3 of 6 For the Year Ended December 31, 2007 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Expenditures: General government (continued): LegaL• Current: Services and other charges 335,000 335,000 373,757 (38,757) Government buildings: Current: Personal services 272,443 272,443 242,209 30,234 Materials and supplies 51,700 51,700 71,628 (19,928) Servicesand othercharges 307,718 307,718 407,719 (100,001) Total current 631,861 631,861 721,556 (89,695) Capital outlay 107,532 107,532 112,283 (4,751) Total government buildings 739,393 739,393 833,839 (94,446) Information technology: Current: Personal services 185,938 185,938 187,119 (1,181) Materials and supplies 14,100 14,100 10,778 3,322 Services and other charges 170,510 170,510 151,526 18,984 Totalinformationtechnology 370,548 370,548 349,423 21,125 Total general government 2,983,327 2,983,327 2,983,226 101 Public safety: Police protection: Current: Personal services 4,821,858 4,821,858 4,876,333 (54,475) Materials and supplies 105,972 109,172 98,363 10,809 Services and other charges 864,872 861,672 861,813 (141) Total current 5,792,702 5,792,702 5,836,509 (43,807) Capital outlay 7,374 7,374 6,569 805 Total police protection 5,800,076 5,800,076 5,843,078 (43,002) Fire protection: Current: Personal services 521,954 521,954 521,653 301 Materials and supplies 99,600 99,600 81,048 18,552 Services and other charges 238,301 238,301 269,311 (31,010) Totalfireprotection 859,855 859,855 872,012 (12,157} Protective inspection: Current: Personal services 437,027 437,027 479,209 (42,182) Materials and supplies 4,050 4,050 10,185 (6,135) Services and other charges 122,759 122,759 101,828 20,931 Total protective inspection 563,836 563,836 591,222 (27,386) 73 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE GENERAL FIJND Page 4 of 6 For the Year Ended December 31, 2007 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Expenditures: Public safety (continued): Emergency preparedness: Current: Personal services 56,547 56,547 48,782 7,765 Materials and supplies 2,400 2,400 494 1,906 Services and other charges 6,065 6,065 3,886 2,179 Total emergency preparedness 65,012 65,012 53,162 11,850 Total public safety 7,288,779 7,288,779 7,359,474 (70,695) Public works: Engineering department: Current: Personal services 486,645 486,645 533,907 (47,262) Materials and supplies 9,375 9,375 9,904 (529) Services and other charges 41,359 41,359 40,089 1,270 Total current 537,3�9. 537,379 583,900 (46,521) Capital outlay 2,000 2,000 2,000 Total engineering department 539,379 539,379 583,900 (44,521) Street department: Current: Personal services 741,016 741,016 714,390 26,626 Materials and supplies 137,250 137,250 105,267 31,983 3ervices and other charges 501,502 501,502 563,828 (62,326) Total street department 1,379,768 1,379,768 1,383,485 (3,717) Total public works 1,919,147 1,919,147 1,967,385 (48,238) Community services: Social services: Current Services and other charges 80,951 80,951 74,389 6,562 Parks and recreation: Administration: Current: Personal services 494,220 494,220 513,420 (19,200) Materials and supplies 10,800 10,800 13,200 (2,400) Services and other charges 59,290 59,290 51,302 7,988 Total current 564,310 564,310 577,922 (13,612) Capital outtay 1,200 1,200 1,200 Total administration 565,510 565,510 577,922 (12,412) 74 CITY OF BROOKLYN CENTER, MINNESOTA REQiJIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE GENERAL FiJND Page 5 of 6 For the Year Ended December 31, 2007 Variance with Final Budget Budgeted Amounts Actual Positive Original Final Amounts (Negative) Expenditures: Parks and recreation (continued): Adult programs: Current: Personal services 60,533 60,533 42,594 17,939 Materials and supplies 15,750 15,750 17,088 (1,338) Cost of good sold to public 20,200 20,200 21,174 (974) Services and other charges 91,080 91,080 124,165 (33,085) Total adult programs 187,563 187,563 205,021 (17,458) Teen programs: Current: Personal services 3,462 3,462 4,453 (991) Materiais and supplies 600 600 517 83 Total teen programs 4,062 4,062 4,970 (908) Youth programs: Current: Personal services 36,664 36,664 38,977 (2,313) Materials and supplies 9,125 9,125 9,707 (582) Services and othercharges 150 150 150 Total youth programs 45,939 45,939 48,684 (2,745) General programs: Current: Personal services 5,604 5,604 4,051 1,553 Materials and supplies 70 70 7� Services and other charges 8,000 8,000 13,080 (5,080) Total general programs 13,674 13,674 17,131 (3,457) Community center: Cunent: Personal services 418,225 418,225 432,702 (14,477) Materials and supplies 22,600 22,600 6,562 16,038 Services and other charges 66,275 63,275 79,661 (16,386) Totalcurrent 507,100 504,100 518,925 (14,825) Capital outlay 17,500 20,500 12,883 7,617 Total community center 524,600 524,600 531,808 (7,208) Park maintenance: Current: Personal services 534,473 534,473 529,199 5,274 Materials and supplies 61,475 61,475 60,096 1,379 Services and other charges 284,401 284,401 309,145 (24,744) Total current 880,349 880,349 898,440 (18,091) Capital outlay 9,800 9,800 9,537 263 Tota] park maintenance 890,149 890,149 907,977 (17,828) Total parks and recreation 2,231,497 2,231,497 2,293,513 (62,416) 75 CITY OF BROOKLYN CENTER, MINNESOTA REQUIRED SUPPLEMENTARY INFORMATION Statement 9 BUDGETARY COMPARISON SCHEDULE GENERAL FUND Page 6 of 6 For the Year Ended December 31, 2007 Variance with Final Budget Budgeted Amounts Actual Positive Originat Final Amounts (Negative) Expenditures (continued): Economic development: Convention bureau. Current: Services and othercharges 308,750 308,750 335,729 (26,979) NondepartmentaL• Expenditures not charged to departments: Current: Personal services 59,631 59,631 53,432 6,199 Materials and supplies 18,500 18,500 18,910 (410) Services and other charges 429,290 429,290 282,506 146,784 Total nondepartmental 507,421 507,421 354,848 152,573 Total expenditures 15,319,872 15,319,872 15,368,564 (48,692) Revenues over (under) expenditures (775,500) (775,500) 220,357 995,857 OTHER FINANCING SOURCES (USES) Transfers in administrative services reimbursed 845,500 845,500 744,590 (100,910) Transfers to other fiznds (70,000) (70,000) (531,723) (461,723) Total other financing sources (uses) 775,500 775,500 212,867 (562,633) Net increase (decrease) in fund balance 433,224 433,224 Fund balance January 1 7,509,190 Fund balance December 31 7,942,414 76 CITY OF BROOKLYN CENTER, MINNESOTA REQiJIRED SUPPLEMENTARY INFORMATION Statement 10 BUDGETARY COMPARISON SCHEDULE TAX INCREMENT DISTRICT NO. 3 For the Year Ended December 31, 2007 Variance with Final Budget Budgeted Amounts Positive Final Actual e ative) ri inal g O g REVENUES Ta7ces: Tax increments 2,200,100 2,200,100 1,701,717 (498,383) Market value homestead credit 5,753 5,753 Intergovernmental 58,602 58,602 Investment earnings (net of market value adjustment) 320,000 320,000 737,462 417,462 Miscellaneous 47,390 47,390 Total revenues 2,520,100 2,520,100 2,550,924 30,824 EXPENDTTURES Current: Economic development: Personal services 37,574 (37,574) Supplies 368 (368) Services and other charges 187,500 187,500 4,985,519 (4,798,019) Capital outlay: Economic develo ment 1,179,136 (1,179,136) P Total expenditures 187,500 187,500 6,202,597 (6,015,097) Revenues over (under) expenditures 2,332,600 2,332,600 (3,651,673) (5,984,273) OTHER FINANCING SOURCES (USES) Transfers out (1,918,455) (1,918,455) (4�,433,310) (2,514,855) Net increase (decrease) in fund�balance 414,145 414,145 (8,084,983) $(8,499,128) Fund balance January l 20,727,671 Fund balance December 31 12,642,688 1 i 1 ��t CITY OF BROOKLYN CENTER, MINNESOTA NOTE TO REQUIRED SUPPLEMENTARY INFORMATTON December 31, 2007 Note A LEGAL COMPLIANCE BUDGET The General Fund and Ta�c Increment District No. 3 Special Revenue Fund budgets are legally adopted on a basis consistent with accounting principles generally accepted in the United States of America. The legal level of budgetary control is the deparhnent level for the General Fund and the fund level for all other governmental funds. The following General Fund departments and major special revenue funds had expenditures in excess of budgeted appropriations: Final Over Budget Actual Budget Major Funds: General Fund: General government: Legal 335,000 373,757 (38,757) Government buildings 739,393 833,839 (94,446) Public safety: Folice protecrion 5,800,076 5,843,078 (43,002) Fire protection 859,855 872,012 (12,157) Protective inspection 563,836 591,222 (27,386) Public works: Engineering 539,379 583,900 (44,521) Steet department 1,379,768 1,383,485 (3,717) Parks and recreation: Administration 565,510 577,922 (12,412) Adult recreation programs 187,563 205,02I (17,458) Teen recreation programs 4,062 4,970 (908) Youth recreation programs 45,939 48,684 (2,745) General recreation programs 13,674 17,131 (3,457} Community center 524,600 531,808 (7,208) Park maintenance 890,149 907,977 (17,828) Economic development: Convention bureau 308,750 335,729 (26,979) Special Revenue Funds: Tax Increment District No. 3 187 6,202,597 (6,015,097) 78 NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS t A Special Revenue Fund is used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. I E FUNDS DEBT SERVIC lation of resources for and n are used to account for the accumu The Debt Service Fu ds payment of, interest, principal and related costs on general long-term debt. CAPITAL PROJECT FUNDS �'i The Capital Project Funds account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by Proprietary Funds). 79 I CITY OF BROOKLYN CENTER, MINNESOTA COMBINING BALANCE SHEET Sfatement 11 NONMAJOR GOVERNMENTAL FUNDS December 31, 2007 Total I Special Debt Capital Nonmajor Revenue Service Proiect Governmental ASSETS Cash and investments 2,328,271 3,691,209 3,429,741 9,449,221 Receivables: Accounts 165,846 165,846 Current taxes 2,289 6,906 9,195 Delinquenttaxes 15,489 45,214 60,703 I Due from other governments 53,003 678,041 731,044 Interfund receivable 1,054,563 1,054,563 Prepaid items 19,232 19,232 Advances to other funds 792,488 792,488 Assets held for resale 37,000 37,000 Total assets 2,455,284 3,743,329 6,120,679 12,319,292 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable 22,998 52,327 75,325 Accrued salaries and wages 9,994 9,994 Due to other governments 7,127 7,12� Contracts payable 1,269 1,269 Deferred revenue 65,834 45,214 111,048 Totalliabilities 105,953 45,214 53,596 204,763 Fund balances: Reserved 19,232 3,698,115 976,408 4,693,755 Unreserved: Designated 2,240,401 5,090,675 7,331,076 Undesignated 89,698 89,698 Total fund balances 2,349,331 3,698,115 6,067,083 12,114,529 Total liabilities and fund balances 2,455,284 3,743,329 6,120,679 12,319,292 I 80 r CITY OF BROOKLYN CENTER, MINNESOTA COMBITIING STATEMENT OF REVENUES, EXPENDITURES, AND Statement 12 CHANGES IN FLtND BALANCES NONMAJOR GOVERNMENTAL FUNDS For the Year Ended December 31, 2007 Total Special Debt Capital Nonmajor Revenue Service Project Governmental REVENUES Property taxes 262,739 741,464 1,004,203 Tax increments 1,020,167 1,020,167 Franchise fees 658,620 658,620 Intergovernmental 126,667 1,188,845 1,315,512 Charges for services 12,436 12,436 Investment earnings (net of market value adjustment) 113,408 32,416 262,255 408,079 Miscellaneous 42,163 197,697 239,860 Total revenues 1,577,580 773,880 2,307,417 4,658,877 II EXPENDITURES Current: General government 80,245 80,245 Public safety 197,529 197,529 Public works 268,925 268,925 Parks and recreation 32,446 10,560 43,006 Economic development 300,141 300,141 Capital outlay: Public warks 1,178,089 1,178,089 Parks and recreation 50,949 50,949 Debt service: Principal retirement 246,076 1,640,000 1,886,076 Interest 971,926 971,926 Fiscal agent fees 1,898 1,898 Total expenditures 776,192 2,613,824 1,588,768 4,978,784 Revenues over (under) expenditures 801,388 (1,839,944) 718,649 (319,907} OTHER FINANCING SOURCES (USES) Transfers in 262,040 4,433,310 425,000 5,120,350 Transfers out (319,499) (734,097) (1,053,596) Return excess tax increment to County (529,138) (529,138) Total other financing sources (uses) (586,597) 4,433,310 (309,097) 3,537,616 Net increase (decrease) in fund balances 214,791 2,593,366 409,552 3,217,709 Fund balances January 1 2,134,540 1,104,749 5,657,531 8,896,820 Fund balances December 31 2,349,331 3,698,115 6,067,083 12,114,529 81 I This page has been /eft b/ank intentiona//y. s2 NONMAJOR SPECIAL REVENUE FUNDS The City of Brooklyn Center had the following Special Revenue Funds during the year: Housing and Redevelopment Authoritv Fund (HRAI This fund has authority to levy an ad valorem property t� for the purpose of conducting housing and redevelopment projects. These projects are accounted for in the EDA Fund; all tax proceeds are transferred to that fund. Economic Development Authoritv Fund (EDAI This fund was established to account for the Economic Development Authority (EDA) of Brooklyn Center. The EDA carries out development activities; it has authority to operate an enterprise. The Earle Brown Heritage Center operates under this authority, as well as the tax increment financing activities. The EDA also does redevelopment and housing projects, funded by an ad valorem property tax levy and transfers from the CDBG and HRA funds. Earle Brown Tax Increment District This fund has the authority to collect ta7� increments which are used for the historic restoration of the Earle Brown Farm and for debt service payments on bonds which were issued for the same purpose. Tax Increment District No. 4 Fund This fund has the authority to collect tax increments which are used for various redevelopment projects within the City and for debt service payments of bonds which were issued for the same purpose. Police Drus Forfeiture Fund This fund was established to account for property and/or cash seized by Police Department personneL Communitv Develonment Block Grant Fund (CDBGI This fund was established to account for funds received under Title I of the Housing and Community Development Act of 1974. Citv Initiatives Grant Fund Revenues and expenditures from grants received from outside entities are accounted for in this fund. Programs include several federal, state, and local public safety grants, and state and local recreation grants. 83 CITY OF BROOKLYN CENTER, MINNESOTA COMBINII�IG BALANCE SHEET NONMAJOR SPECIAL REVENLTE FUNDS December 31, 2007 Housing and Economic Redevelopment Development Authority Authority ASSETS Cash and investments 1,831,552 Receivables: Current taxes 2,289 Delinquent taxes 15,489 Due from other governments I Prepaid items Asset held for resale 37,000 Total assets 17,778 1,868,552 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable 13,586 Accrued salaries and wages 3,941 Due to other governments eferre en e 15,489 37,000 D d rev u Total liabilities 15,489 54,527 Fund balances: Reserved: Prepaid items Unreserved: Designated: Economic development 2,289 1,814,025 Undesignated Total fund balances 2,289 1,814,025 Totai liabilities and fund balances 17,778 1,868,552 84 Statement 13 Total Earle Brown Taac Police City Nonmajor Tax Increment Increment Drug Initiatives Special District District No. 4 Forfeiture Grant Revenue 304,825 126,389 65,505 2,328,271 2,289 15,489 53,003 53,003 16,213 3,019 19,23Z 37,000 304,825 126,389 16,213 121,527 2,455,284 22 998 1,410 8,002 6,053 9,994 7,127 7,127 13,345 65,834 �,12� 1,410 27,400 105,953 16,213 3,019 19,232 297,698 126,389 2,240,401 (1,410) 91,108 89,698 297,698 126,389 14,803 94,127 2,349,331 304,825 126,389 16,213 121,527 2,455,284 r 85 CITY OF BROOKLYN CENTER, MINNESOTA COMBIlVING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR SPECIAL REVENUE FUNDS For the Year Ended December 31, 2007 Housing and Economic Earle Brown Redevelopment Development Tax Increment Authority Authority District REVENUES Property taxes 262,739 Taac increments 743,363 Intergovernmental Charges for services Investment earnings (net of market value adjustment) 83,636 21,608 Miscellaneous 2,109 Total revenues 262,739 85,745 764,971 EXPENDITURES Current: Public safety: Personal services Supplies Services and other charges Total public safety Parks and recreation: Personal services Supplies Services and other charges Total parks and recreation Economic development Personal services 160,212 900 Supplies 2,018 Services and other charges 395 133,357 2,528 Total economic development 395 295,587 3,428 Debt service: Principal Total expenditures 395 295,587 3,428 Revenues over (under) expenditures 262,344 (209,842) 761,543 OTHER FINANCING SOURCES (USES) Transfers in 262,040 Transfers out (262,039) Return excess tax increment to County (529,138) Total other financing sources (uses) (262,039) 262,040 (529,138) Net increase (decrease) in fund balances 305 52,198 232,405 I Fund balances January 1 1,984 1,761,827 65,293 Fund balances December 31 2,289 1,814,025 297,698 86 Statement 14 Total Taac Police Community City Nonmajor Increment Drug Development Initiatives Special District No. 4 Forfeiture Block Grant Grant Revenue g 262,739 276,804 1,020,167 126,667 126,667 12,436 12,436 1,010 1,689 5,465 113,408 23 16,276 42,163 277,814 25,467 160,844 1,577,580 109 292 109,292 16,791 19,847 36,638 ''I 42,782 8,817 51,599 S9,573 137,956 197,529 5,140 5,140 7,222 7,222 20,084 20,084 32,446 32,446 �g 161,190 2,018 653 136,933 731 300,141 246,076 246,076 246,807 59,573 170,402 776,192 31,007 (34,106) (9,558) 801,388 262,040 (1) (57,459) (319,499) (529,138) I (1) (57,459) (586,597) 31,007 (34,106) (1) (67,017) 214,791 95,382 48,909 1 161,144 2,134,540 126,389 14,803 94,127 2,349,331 87 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FUND HOUSING AND REDEVELOPMENT AUTHORITY Statement 15 SCHEDULE OF REVENUES, EXPENDI7'CTRES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Ta�ces: Property taaces 265,000 265,000 248,833 Market value homestead credit 13,906 Total revenues 265,000 265,000 262,739 EXPENDITURES Current: Economic development: Services and other charges 395 Revenues over (under) expenditures 265,000 265,000 262,344 OTHER FINANCING SOURCES (USES) Transfers out (265,000) (265,000) (262,039) Net increase (decrease) in fund balance 305 Fund balance January 1 1,984 Fund balance December 31 2 88 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENLJE FLJND ECONOMIC DEVELOPMENT AU'THORITY Statement 16 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Investment earnings (net of market value adjustment) 18,000 18,000 83,636 Miscelianeous 2,109 Total revenues 18,000 18,000 85,745 EXPENDITURES Current: Economic development: Personalservices 201,925 201,925 160,212 Supplies 3,650 3,650 2,018 Services and other charges 72,212 72,212 133,357 Total expenditures 277,787 277,787 295,587 Revenues over (under) expenditures (259,787) (259,787) (209 OTHER FINANCING SQURCES (USES) Transfers in 265,000 265,000 262,040 Net increase (decrease) in fund balance 5,213 5,213 52,198 Fund balance January 1 1,761,827 Fund balance December 31 1,814,025 1 1 1 1 1 89 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FIJND EARLE BROWN TAX INCREMENT DISTRICT Statement 17 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Taxes: Tax increments 783,200 783,200 736,236 Market value homestead credit ��12� Investment earnings (net of market value adjustment) 17,000 17,000 21,608 Total revenue 800,200 800,200 764,971 EXPENDITURES Current: Economic development: Personal services 900 Services and other charges 35,000 35,000 2,528 Total expenditures 35,000 35,000 3,428 Revenues over (under) expenditures '765,200 765,200 761,543 OTHER FINANCING SOURCES (USES) Return of excess tax increment to County (529,138) Net increase (decrease) in fund balance 765,200 765,200 232,405 Fund balance January 1 65,293 Fund balance December 31 297,698 90 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FUND TAX INCREMENT DISTRICT NO. 4 Statement 18 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Tax increments 238,400 238,400 276,804 Investment earnings (net of market value adjustment) 1,010 Total revenues 238,400 238,400 277,814 EXPENDITURES Current: Economic development: Personal services 78 Services and other charges 653 Total economic development 731 Debt service: Principal 238,400 238,400 246,076 Total expenditures 238,400 238,400 246,807 Net increase (decrease) in fund balance 31,007 Fund balance January 1 95,382 Fund balance December 31 126,389 91 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FLTND POLICE DRUG FORFEITURE Statement 19 SCHEDLJLE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Investment earnings (net of market value adjustment) 1;000 1,000 1,689 Miscellaneous 28,000 28,000 23,778 Total revenues 29,000 29,000 25,467 EXPENDITURES Current: Public safety: Supplies 7,500 7,500 16,791 Services and other charges 8,500 8,500 42,782 Total pub(ic safety 16,000 16,000 59,573 Capital outlay: Public safety 13,000 13,000 Total expenditures 29,000 29,000 59,573 Net increase (decrease) in fund balance (34,106) Fund balance January 1 48,909 Fund balance December 31 14,803 92 CITY OF BROOKLYN CENTER, MINNESOTA SPECIAL REVENUE FUND COMMUIVITY DEVELOPMENT BLOCK GRANT 5tatement 20 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Intergovernmental 195,019 195,019 EXPENDITURES Current: Economic development: Services and other charges 195,019 195,019 Revenues over (under) expenditures OTHER FINANCING SOURCES (USES) Transfers out �1) Net increase (decrease) in fund balance Fund balance January 1 1 Fund balance December 31 93 CITY OF BROOKLYN CENTER, MINNESOTA I Statement 21 SPEC AL REVENUE FUND CITY I1�IITIATIVES GRANT SCHEDULE OF REVENLTES, EXPENDITURES, AND i CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Bud eted Amounts Actual g Original Final Amounts REVENUES Intergovernmental 126,667 Charges far services 11,187 11,187 12,436 Investment earnings (net of market value adjustment) 2,048 2,048 5,465 Miscellaneous 19,774 19,774 16,276 Totai revenues 33,009 33,009 160,844. EXPENDITURES Current: Public safety: Personal services 109,292 Supplies 19,847 Services and other charges 8,817 Total public safety 137,956 Parks and recreation: Personal services 10 075 10 075 5 140 Supplies 7,145 7,145 7,222 Services and other charges 23,287 23,287 20,084 Total parks and recreation 40,507 40,507 32,446 Total expenditures 40,507 40,507 170,402 Revenues over (under) expenditures (7,498) (7,498) (9,558) I OTHER FINANCING SOURCES (USES) Transfers out (57,459) Net increase (decrease) in fund balance (7,498) (7,498) (67,017) Fund balance January 1 161,144 Fund balance December 31 94,127 I 94 NONMAJOR DEBT SERVICE FUNDS The City's Debt Service Funds account for the following types of bonded indebtedness: General Obli�ation Bonds Fund This fund is used to account for the accumulation of resources for payment of general obligation bonds and interest thereon. Tax Increment Bonds Fund This fund is used to account for the payment of tax increment general obligation bonds and interest thereon. These bonds were sold to finance the purchase and redevelopment of various redevelopment projects within the City. Financing for this debt is transferred from the Tax Increment District No. 3 Fund as needed. 1 1 95 CITY OF BROOKLYN CENTER, MINNESOTA COMBINING BALANCE SHEET Statement 22 NONMAJOR DEBT SERVICE FUNDS December 31, 2007 Total General Tax Nonmajor Obligation Increment Debt Bonds Bonds Service ASSETS Cash and investments 1,156,400 2,534,809 3,691,209 Receivables: Current taxes 6,906 6,906 Delinquent taxes 45,214 45,214 Total assets 1,208,520 2,534,809 3,'743,329 LIABILITIES AND FUND BALANCE Liabilities: Deferredrevenue 45,214 45,214 Fund balances: Reserved: Debt service 1,163,306 2,534,809 3,698,115 Total liabilities and fund balances 1,208,520 2,534,809 3,743,329 96 CITY OF BROOKLYN CENTER, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND Statement 23 CHANGES 1N FUND BALANCES NONMAJOR DEBT SERVICE FUNDS For the Year Ended December 31, 2007 Total General Tax Nonmajor Obligation Increment Debt Bonds Bonds Service REVENUES Property taxes 741,464 741,464 Investment earnings (net of market value adjustment) 32,416 32,416 Total revenues 773,880 773,880 EXPENDITURES Debt service; Principal 590,000 1,050,000 1,640,000 Interest 124,690 847,236 971,926 Fiscal agent fees 633 1,265 1,898 Total expenditures 715,323 1,898,501 2,613,824 Revenues over (under) expenditures 58,557 (1,898,501) (1,839,944) OTHER FINANCING SOURCES (USES) Transfers in 4,433,310 4,433,310 Net increase (decrease) in fund balances 58,557 2,534,809 2,593,366 Fund balances 7anuary 1 1,104,749 1,104,749 Fund balances December 31 1,163,306 2,534,809 3,698,115 97 CITY OF BROOKLYN CENTER, MINNESOTA DEBT SERVICE FUND G.O. Ilv�ROVEMENT BONDS Statement 24 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Properiy ta�ces 2,140 Special assessments 1,145,093 1,145,093 882,121 Investment earnings (net of market value adjustment) 53,450 53,450 117,381 Total revenues 1,198,543 1,198,543 1,001,642 EXPENDITURES Debt service: Principal 900,000 900,000 900,000 Interest 253,801 253,801 162,486 Fiscalagentfees 13,500 13,500 10,998 Total expenditures 1,167,301 1,167,301 1,073,484 Net increase (decrease) in fund balance 31,242 31,242 (71,842) Fund balance January 1 3,098,227 Fund balance December 31 3,026,385 r 98 CITY OF BROOKLYN CENTER, MINNESOTA DEBT SERVICE FIJND GENERAL OBLIGATION BONDS Statement 25 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES 1N FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Property taxes 753,955 753,955 741,464 Investment earnings (net of market value adjustment) 16,000 16,000 32,416 Total revenues 769,955 769,955 773,880 EXPENDITURES Debt service: Principal 590,000 590,000 590,000 Interest 124,690 124,690 124,690 Fiscal agent fees 1,500 1,500 633 Total expenditures 716,190 716,190 715,323 i Net increase decrease m fund balance 53,765 53,765 58,557 Fund balance January 1 1,104,749 Fund balance December 31 1,163,306 99 CITY OF BROOKLYN CENTER, MINNESOTA DEBT SERVICE FiJND TAX INCREMENT BONDS Statement 26 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts EXPENDITURES Debt service: Principal 1,050,000 1,050,000 1,050,000 Interest 847,236 847,236 847,236 Fiscal agent fees 3,000 3,000 1,265 Total expenditures 1,900,236 1,900,236 1,898,501 Revenues over (under) expenditures (1,900,236) (1,900,236) (1,898,501) OTHER FINANCING SOURCES (USES) Transfers in 1,900,236 1,900,236 4,433,310 Net increase (decrease) in fund balance 2,534,809 Fund balance January 1 Fund balance December 31 2,534,809 100 NONMAJOR CAPITAL PROJECT FUNDS The City of Brooklyn Center had the following Capital Project Funds during the year: Capital Reserve Emer�encv Fund This fund was established in 1997 to account for monies held in reserve for catastrophic losses or unforeseen capital items. Canital Imnrovements Fund This fund was established in 1968 to provide funds, and to account for the expenditure of such funds, for major capital outlays including, but not limited to, construction or acquisition of major permanent facilities having a relatively long life; and/or to reduce debt incurred for capital outlays. The financing sources of the fund include ad valorem taxation, transfers from other funds, issuance of bonds, federal and state grants, and investment earnings. Municipal State Aid Fund This fund was established to account for the state allotment of gasoline tax collections used for transportation related construction and maintenance projects. Earle Brown Herita�e Center Imnrovements Fund This fund was established to provide a stable source of funds to pay for periodic capital improvements needed at the facility. Street Reconstruction Fund This fund accounts for franchise fees collected, which have been dedicated to the reconstruction of the City's infrastructure. Technoloev Fund This furid, established in 2003, accounts for funds set aside for technology improvements or major technology renovations/replacements. 101 CITY OF BROOKLYN CENTER, MINNESOTA COMBINING BALANCE SHEET NONMAJOR CAPITAL PROJECT FUNDS December 31, 2007 Capital Reserve Capital Emergency Improvements ASSETS Cash and investments 1,403,002 635,570 Receivables: Accounts 1,662 Due from other governments Interfund receivable Advances to other funds 792,488 Total assets 1,403,002 1,429,720 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable 23,148 8,700 Contracts payable 1,269 Total liabilities 23,148 9,969 Fund balances: 1 Reserved: Advances to other funds 792,488 Committed contracts 183,920 Unreserved: Designated for capital improvements 1,379,854 443,343 Total fund balances 1,379,854 1,419,751 Total liabilities and fund balances 1,403,002 1,429,720 i 1 1 1 1 1�2 Statement 27 Municipal Earle Brown Total State Aid Heritage Nonmajor for Center Street Capital Construction Improvements Reconstruction Technology Projects 60,281 422,494 368,218 540,176 3,429,741 164,184 165,846 678,041 678,041 1,054,563 1,054,563 792,488 738,322 422,494 1,586,965 540,176 6,120,679 20,479 52,327 1,269 20,479 53,596 792,488 183,920 738,322 402,015 1,586,965 540,176 5,090,675 73 8,322 402,015 1,5 86,965 540,176 6,067,083 738,322 422,494 1,586,965 540,176 6,120,679 103 CTTY OF BROOKLYN CENTER, MINNESOTA COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES NONMAJOR CAPITAL PROJECT FUNDS For the Year Ended December 31, 2007 Capital Reserve Capital Emergency Improvements REVENUES Franchise fees Intergovemmental Investment eaznings (net of market value adjustment) 67,614 27,476 Miscellaneous 169,019 28,678 Total revenues 236,633 56,154 EXPENDITURES Current: General government: Services and other charges Public works: Materials and supplies 2,400 Services and other charges 183,409 22,537 Total public works 183,409 24,937 Parks and recreation: Services and other charges 10,560 Capital outlay Public works 24,390 Parks and recreation 50,949 Total capital outlay 75,339 Total expenditures 183,409 110,836 Revenues over (under) expenditures 53,224 (54,682) OTHER FINANCING SOURCES (USES) Transfers in 125,000 Transfers out Total other financing sources (uses) 125,000 Net increase (decrease) in fund balances 53,224 70,318 Fund balances January 1 1,326,630 1,349,433 Fund balances December 31 1,379,854 1,419,751 104 Statement 28 Municipal Earle Brown Total State Aid Heritage Nonmajor for Center Street Capital Construction Improvements Reconstruction Technology Projects 658,620 658,620 1,188,845 1,188,845 25,302 16,186 102,195 23,482 262,255 197,697 1,214,147 16,186 760, 815 23,482 2,307,417 40,508 39,737 80,245 24,681 27,081 35,898 241,844 60,579 268,925 10,560 1,153,699 1,178,089 50,949 1,153,699 1,229,038 60,579 40,508 1,153,699 39,737 1,588,768 1,153,568 (24,322) (392,884) (16,255) 718,649 230,000 70,000 425,000 (734,097) (734,097) (734,097) 230,000 70,000 (309,097) I, 419,471 205,678 (392,884) 53,745 409,552 318,851 196,337 1,979,849 486,431 5,657;531 1 738,322 402,015 1,586,965 540,176 6,067,083 105 CITY OF SROOKLYN CENTER, MINNESOTA CAPITAL PROJECT FLJND INFRASTRUCTURE CONSTRUCTION Statement 29 SCHEDULE OF REVENiJES, EXPENDITURES, AND CHANGES 1N FUND BALANCE BUDGET AND ACT'UAL I For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Special assessments 380,000 380,000 482,292 Miscellaneous 11,000 11,000 35,286 Total revenues 391,000 391,000 517,578 EXPENDITURES Current: Public works: Services and other charges 74,536 Capital outlay: Public works 7,151,800 7,151,800 1,975,078 I Total expenditures 7,151,800 7,151,800 2,049,614 Revenues over (under) expenditures (6,760,800) (6,760,800) (1,532,036) OTHER FINANCING SOURCES (USES) Transfers in 5,855,70Q 5,855,700 760,907 Net increase (decrease) in fund balanee (905,100) (905,100) (771,129) r Fund balance 7anuary 1 (519,299) Fund balance December 31 (1,290,428) 106 CITY OF BROOKLYN CENTER, MINNESOTA CAPITAL PROJECT FIJND CAPITAL IMPROVEMENTS Statement 30 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACT'[JAL 1 For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Investment earnings (net of market value adjustment) 27,476 Miscellaneous 2g�6�g Total revenues 56,154 EXPENDITURES Current: Public works: Supplies 2,400 Services and other charges 22,537 Total public works 24,937 Parks and recreation: Services and other charges 10,560 Capital outlay: Public works 215,000 215,000 24,390 Parks and recreation 50,949 Total capital outlay 215,000 215,000 75,339 Total expenditures 215,000 215,000 110,836 Revenuesover(under)expenditures (215,000) (215,000) (54,682) 1 OTHER FINANCING 50URCES (USES) Transfers in 125,000 125,000 125,000 Net increase (decrease) in fund balance (90,000) (90,000) 70,318 1,349,433 Fund balance January 1 Fund balance December 31 1,419,751 107 CITY OF BROOKLYN CENTER, MINNESOTA CAPITAL PROJECT FiJND MCJNICIPAL STATE AID FOR CONSTRUCTION Statement 31 SCHEDULE OF REVENUES, EXPENDIT'iTRES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Intergovernmental 769,342 769,342 1,188,845 Investment earnings (net of market value adjustment) 10,000 10,000 25,302 I Total revenues 779,342 779,342 1,214,147 EXPENDITURES Current: Public works: Supplies 22,950 22,950 24,681 Services and other charges 35,900 35,900 35,898 Total ublic works 58,850 58,850 60,579 P Capital outlay: Public works 843,000 843,000 Total expenditures 901,850 901,850 60,579 08 1 153 5 68 122 508 122 5 Revenuesover under ex enditures I p U OTHER FINANCING SOURCES SES) Transfers out (734,097} Net increase (decrease) in fund balance (122,508) (122,508) 419,471 F d balance Janu 1 318,851 un ary Fund balance December 31 738,322 I 108 CITY OF BROOKLYN CENTER, MINNESOTA C APITAL PROJECT FLJND EARLE BROWN HERITAGE CENTER IMPROVEMENTS Statement 32 SCHEDiJLE OF REVENLTES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Investment earnings (net of market value adjustment) 6,000 6,000 16,186 EXPENDITURES Current: General government: Services and othercharges 179,000 179,000 40,508 Revenues over (under) expenditures (173,000) (173,000) (24,322) OTHER FINANCING SOURCES (USES) Transfers in 200,000 200,000 230,000 Net increase (decrease) in fund balance 27,000 27,000 205,678 1 196,337 Fund balance January 1 Fund balance December 31 402,015 109 CITY OF BROOKLYN CENTER, MINNESOTA CAPITAL PROJECT FiJND STREET RECONSTRUCTTON Statement 33 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual Original Final Amounts REVENUES Franchise fees 665,000 665,000 658,620 Investment earnings (net of market value adjustment) 102,195 Total revenues 665,000 665,000 760,815 EXPENDITURES Capital outlay: Public works 1,190,500 1,190,500 1,153,699 Net increase (decrease) in fund balance (525,500) (525,500) (392,884) Fund balance January 1 1,979,849 t Fund balance December 31 1,586,965 110 I I CITY OF BROOKLYN CENTER, MINNESOTA CAPITAL PROJECT FIJND TECHNOLOGY Statement 34 SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 2007 Budgeted Amounts Actual t Original Final Amounts REVENUES Investment earnings (net of market value adjustment) 23,482 EXPENDITURES Current: Public works: Servicesand othercharges 149,640 149,640 39,737 Revenuesover(under)expenditures (149,640) (149,640) (16,255) OTHER FINANCING SOURCES (USES) Transfers in 70,000 70,000 70,000 Net increase (decrease) in fund balance (79,640) (79,640) 53,745 Fund balance January 1 486,431 Fund balance December 31 540,176 111 This a e has been left blank intentionall p9 Y 112 1 1 1 NONMAJOR ENTERPRISE FIJNDS The City of Brooklyn Center had the following nonmajor Enterprise Funds during the year: t Recvcling and Refuse Fund This fund accounts for the operation of a state-mandated recycling program. Street Li�ht Utilitv Fund This fund was created to account for expenses related to streetlights within the City. Benefiting properties are billed for these expenses. 113 CITY OF BROOKLYN CENTER, MINNESOTA COMBINING STATEMENT OF NET ASSETS Statement 35 NONMAJOR ENTERPRISE FUNDS December 31, 2007 Total Recycling and Street Light Nonmajor Refuse Utility Enterprise ASSETS Current assets: Cash and cash equivalents 768 154,091 154,859 Receivables: Accounts net 54,219 55,064 109,283 Totai assets 54,987 209,155 264,142 LIABILITIES Current liabilities: Accounts payable 449 29,503 29,952 NET ASSETS Unrestricted 54,538 179,652 234,190 114 CITY OF BROOKLYN CENTER, MINNESOTA TA'I'EMENT OF REVENLTES EXPENSES AND Statement 36 COMBINING S CHANGES IN FUND NET ASSETS NONMA70R ENTERPRISE FUNDS For the Year Ended December 31, 2007 I Total Recycling and Street Light Nonmajor Refuse Utility Enterprise OPERATING REVENUES Sales and user fees 245,256 232,850 478,106 OPERATING EXPENSES Supplies 220 822 1,042 Other services 255,290 22,509 277,799 Insurance 1,790 1,291 3,081 Utilities 167,037 167,037 Total operating expenses 257,300 191,659 448,959 Operating income (loss) (12,044) 41,191 29,147 I NONOPERATING REVENUES (EXPENSES) Investment earnings (net of market value adjustment) 1,069 7,669 8,738 Other revenue 1,380 1,380 Total nonoperating revenues (expenses) 1,069 9,049 10,118 Income (loss) before transfers (10,975) 50,240 39,265 Transfers out (26,810) (26,810) Change in net assets (10,975) 23,430 12,455 Net assets January 1 65,513 156,222 221,735 Net assets December 31 54,538 179,652 234,190 I 'I 115 i CITY OF BROOKLYN CENTER, MINNESOTA COMBINING STATEMENT OF CASH FLOWS Statement 37 NONMAJOR ENTERPRISE FUNDS For the Year Ended December 31, 2007 Total Recycling and Street Light Nonmajor Refuse Utility Enterprise CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers 251,886 233,448 485,334 Payments to suppliers (257,615) (163,835) (421,450) Miscellaneous revenue 1,380 1,380 Net cash flows provided (used) by operating activities (5,729) 70,993 65,264 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers out (26,810) (26,810) CASH FLOWS FROM INVESTING ACTIVITIES Interest on investments 1,069 7,669 8,738 Net increase (decrease) in cash and cash equivalents (4,660) 51,852 47,192 Cash and cash equivalents January 1 5,428 102,239 107,667 Cash and cash equivalents December 31 768 154,091 154,859 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) (12,044) 41,191 29,147 Ad'ustments to reconcile o eratin income loss to net J P g cash flows from operating activities: Changes in assets and liabilities: (Increase) decrease in receivables 6,630 598 7,228 Increase decrease in a ables 315) 27,824 27,509 PY Other nonoperating income 1,380 1,380 Total ad'ustments 6,315 29,802 36,117 J Net cash flows provided (used) by operating activities (5,729) 70,993 65,264 116 INTERNAL SERVICE FUNDS The City's Internal Service Funds included in this section are: Central Gara�e Fund This fund was established to account for the acquisition and maintenance of all City vehicles and rolling stock equipment. Vehicle and equipment maintenance and repair costs are charged to the departments as incurred. Replacement costs are charged to the departments over the estimated useful life of the vehicles and equipment. Public Emolovees Retirement Fund This fund accounts for certain health care insurance benefits for City employees who retire before age 65. Substantially all of the City's full- time police and fire employees and all other full-time employees hired before July l, 1989 may be eligible for those benefits from the time they qualify for an unreduced PERA pension until they reach age 65 or become eligible for Medicare. In the event that future costs would exceed earnings, other funds would be charged for the costs associated with their employees. Public Emnlovees Comnensated Absences Fund This fund accounts for payment of unused vacation and sick leave time and the allocation of such costs to user departments. 117 CITY OF BROOKLYN CENTER, MINNESOTA COMBINING STATEMENT OF NET ASSETS Statement 38 INTERNAL SERVICE FUNDS December 31, 2007 Total Central EE Retirement EE Comp Internal Garage Benefit Absences Service ASSETS Current assets: Cash and cash equivalents 4,317,413 1,495,177 1,023,706 6,836,296 Receivables: Accounts net 7,727 734 8,461 Inventories 33,043 33,043 Total current assets 4,358,183 1,495,911 1,023,706 6,877,800 Noncurrent assets: Capital assets: Land improvements 166,108 166,108 Machinery and equipment 7,089,689 7,089,689 Total capital assets 7,255,797 7,255,797 Less: Allowance for depreciation (3,611,151) (3,611,151) Net capital assets 3,644,646 3,644,646 Total assets 8,002,829 1,495,911 1,023,706 10,522,446 LIABILITIES Current liabilities: Accounts payable 73,105 73,105 Accrued salaries payable 5,909 5,909 Compensated absences payable-current 102,350 102,350 Accrued health insurance liability-current 101,500 101,500 Total current liabilities 79,014 101,500 102,350 282,864 Noncurrent liabilities: Compensated absences payable-long-term 921,356 921,356 Accrued health insurance liability-long-term 2,415,882 2,415,882 Total noncurrent liabilities 2,415,882 92I,356 3,337,238 Totalliabilities 79,014 2,517,382 1,023,706 3,620,102 NET ASSETS Invested in capital assets 3,644,646 3,644,646 Unrestricted 4,279,169 (1,021,471) 3,257,698 Total net assets 7,923,815 $(1,021,471 j 6,902,344 118 CITY OF BROOKLYN CENTER, MINNESOTA COMBINING STATEMENT OF REVENLTES, EXPENSES, AND Statement 39 CHANGES IN FUND NET ASSETS INTERNAL SERVICE FUNDS For the Year Ended December 31, 2007 Total Central EE Retirement EE Comp Intemal Garage Benefit Absences Service OPERATING REVENUES Sales and user fees 1,453,167 100,468 1,553,635 OEPRATING EXPENSES Personal services 301,482 50,754 146,900 499,136 Supplies 392,966 392,966 Other services 148,053 148,053 Insurance 55,102 55,102 Utilities 1,870 1,870 Depreciation 529,893 529,893 Total operating expenses 1,429,366 50,754 146,900 1,627,020 Operating income (loss) 23,801 (50,754) (46,432) (73,385) NONOPERATING REVENUES (EXPENSES) Intergovernmental 9,842 9,842 Investment earnings (net of market value adjustment) 214,785 71,197 46,432 332,414 Gain (loss) on sale of capital assets 88,508 88,508 Other revenue 10;384 10,384 Total nonoperating revenues (expenses} 313,677 81,039 46,432 441,148 Income (loss) before transfers 337,478 30,285 367,763 Transfers in 57,459 57,459 Change in net assets 394,937 30,285 425,222 Net assets January 1 7,528,878 (1,051,756) 6,477,122 Net assets December 31 7,923,815 $(1,021,471) 6,902,344 1 119 CITY OF BROOKLYN CENTER, MINNESOTA COMBINING STATEMENT OF CASH FLOWS Statement 40 INTERNAL SERVICE FLTNDS For the Year Ended December 31, 2007 Total Central EE Retirement EE Comp Internal Garage Benefit Absences Service CASH FLOWS FROM OPERATING ACTIVITIES Receipts from interfund services provided 1,459,788 100,468 1,560,256 Payments to suppliers (620,433) (620,433) Payments to employees (301,606) (87,019) (87,442) (476,067) Miscellaneous revenue 10,384 9,842 20,226 Net cash flows provided (used) by operating activities 548,133 (77,177) 13,026 483,982 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Transfers in 57,459 57,459 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Acquisition and construction of capital assets (1,619,325) (1,619,325) Proceeds from sale of capital assets 93,410 93,410 Net cash flows provided (used) by capital and related financing activities (1,525,915) (1,525,915) CASH FLOWS FROM INVESTING ACTIVITIES Interest on investments 214,785 71,197 46,432 332,414 Net increase (decrease) in cash and cash equivalents (705,538) (5,980) 59,458 (652,060) Cash and cash equivalents January 1 5,022,951 1,501,157 964,248 7,488,356 Cash and cash e uivalents December 31 4,317,413 1,495,177 1,023,706 6,836,296 9 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating income (loss) 23,801 (50,754) (46,432) (73,385) Adjustments to reconcile operating income (loss) to net cash flows from operating activities: r' ti n 529 893 De ecia o 529,893 P Changes in assets and liabilities: (Increase) decrease in receivables 6,621 (311) 6,310 (Increase) decrease in inventories (3,073) (3,073) Increase (decrease) in payables (19,369) (19,369) Increase (decrease)in accrued expenses (124) (35,954) 59,458 23,380 Other nonoperating income 10,384 9,842 20,226 Total adjustments 524,332 (26,423) 59,458 557,367 Net cash provided (used) by operating activities 548,133 (77,177) 13,026 483,982 Noncash financing activities: Gain on sale of assets 88,508 120 ON STATISTICAL SECTI This part of the City of Brooklyn Center's comprehensive annual financial report presents detailed information as a context for understanding the financial statements, note disclosures, and supplementary information. This section includes information for the i primary government, including any blended component units. Contents Page I 122 Financial Trends These tables contain trend information to help the reader understand the City's financial performance by placing it in historical perspective. Revenue Capacity 132 These tables contain information to help the reader assess the City's most significant "own-source" revenue, property taxes. Debt Capacity 138 These tables present information to help the reader assess the affordability of the government's current levels of outstanding debt and the City's ability to issue debt in the future. Demographic and Economic Information 144 I These tables offer demographic and economic indicators to help the reader understand the environment within which the Ciry's financial activities take place. O eratin Information 146 P g These tables contain service and infrastructure data to help the reader understand how the City's financial report relates to the services the City provides and the activities it performs. Sources: unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year. 121 CITY OF BROOKLYN CENTER, MINNESOTA NET ASSETS BY COMPONENT Table 1 Last five fiscal years' (accrual basis of accounting) (Unaudited) 2003 2004 2005 2006 2007 Governmental activities Invested in capital assets, net of related debt 14,733,123 12,648,271 25,614,602 25,675,447 30,780,590 Restricted 14,853,260 39,412,423 29,326,928 27,637,465 21,738,515 Unrestricted 17,817,934 3,226,051 652,963 4,055,312 8,061,157 Total governmental activities net assets 47,404,317 55,286,745 55,594,493 57,368,224 60,580,262 Business-type activities Invested in capital assets 37,898,615 36,129,095 38,417,467 40,647,644 40,466,892 6 464 332 7 137,218 7,087,856 7,973,318 9,845,252 Unrestricted Total business-type activities net assets 44,362,947 43,266,313 45,505,323 48,62�,962 50,312,144 Primary government Invested in capital assets, net of related debt 52,631,738 48,777,366 64,032,069 65,188,021 70,318,894 Restricted 14,853,260 39,412,423 29,326,928 27,637,465 21,738,515 �l Unrestricted 24,282,266 10,363,269 7,740,819 13,163,700 18,834,997 Total primary government net assets 91,767,264 98,553,058 $101,099,816 105,989,186 $110,892,406 Note: Data for 1998-2002 is not available; the City did not prepare government-wide financial statements on an accrual basis far those years. I 1 1 122 CITY OF BROOKLYN CENTER, MINNESOTA CHANGES IN NET ASSETS GOVERNMENTAL ACTIVITIES Table 2 Last five fiscal years Page 1 of 3 (accruai basis of accounting) (Unaudited) 2003 2004 2005 2006 2007 1 Expenses General government 2,649,846 2,801,422 2,970,364 2,936,638 2,953,328 Public safety 7,182,321 7,538,277 7,848,160 8,039,356 8,051,836 Public works 2,654,601 1,956,119 3,821,647 2,057,018 2,704,435 Community services 225,365 67,324 86,043 123,172 74,389 Parks and recreation 2,169,482 2,255,231 2,305,047 2,565,364 2,624,897 Economic development 1,759,585 1,683,025 3,559,027 2,567,377 3,966,908 Interest on long-term debt 922,253 1,268,649 1,349,852 1,184,017 1,127,276 Total expenses 17,563,453 17,570,047 21,940,140 19,472,942 21,503,069 Program Revenues Charges for services: General government 227,350 927,199 960,125 947,613 902,734 Public safety 951,518 687,731 1,026,736 800,408 847,307 Parks and recreation 624,294 618,199 681,851 665,332 692,781 Other activities 24,554 23,533 9,234 423,804 290,533 Operating grants and contributions 1,627,020 933,104 855,633 748,888 818,989 Capital grants and contributions 1,079,134 2,423,411 2,398,345 2,208,751 2,646,320 Total program revenues 4,533,870 5,613,177 5,931,924 5,794,796 6,198,664 Net revenue/(expense) (13,029,583) (11,956,870) (16,008,216) (13,678,146) (15,304,405) General Revenues and Transfers Taxes: Property 10,407,613 10,788,145 11,288,883 11,618,486 12,200,575 T� increments 3,527,881 4,285,166 3,980,518 2,682,874 2,677,630 Lodging taxes 661,267 656,859 710,619 738,776 706,930 Unrestricted grants and contributions 1,413,913 923,374 577,548 702,030 1,263,753 Investment earnings 426,329 491,524 1,272,409 1,928,462 1,852,117 Gain on disposal of capital asset 13,976 29,202 31,880 23,963 88,508 Miscellaneous 588,264 660,218 Transfers 100,000 2,004,810 (1,545,893) 186,675 (273,070) Total general revenues and transfers 17,139,243 19,839,298 16,315,964 17,881,266 18,516,443 Change in Net Assets 4,109,660 7,882,428 307,748 4,203,120 3,212,038 123 CITY OF BROOKLYN CENTER, MINNESOTA CHANGES IN NET ASSETS BUSINESS-TYPE ACTMTIES Table 2 Last five fiscal years Page 2 of 3 (accrual basis of accounting) (Unaudited) 2003 2004 2005 2006 2007 Expenses Municipalliquor 724,897 939,244 978,743 970,260 1,037,427 Golf course 290,990 271,127 273,024 282,418 313,794 Ear1e Brown Heritage Center 2,109,166 2,180,229 2,2b2,359 2,439,709 2,431,719 Water utility 1,645,955 222,821 1,717,175 1,635,847 1,716,497 Sanitary sewer 2,567,032 165,651 2,660,706 3,176,426 2,930,016 Storm drainage 838,421 1,533,923 899,988 1,097,277 1,123,636 Recycling and refuse 223,679 2,310,645 254,661 245,853 257,300 Street light utility 147,293 756,593 213,094 161,219 191,659 Total expenses 8,547,433 8,380,233 9,259,750 10,009,009 10,002,048 Program Revenues Charges for services: Municipai liquor 853,353 991,058 1,099,172 1,244,738 1,362,093 Earle Brown Heritage Center 1,749,202 1,675,267 1,857,461 2,168,861 2,168,033 Water utility 1,530,592 1,583,450 1,825,521 1,906,375 2,063,930 Sanitary sewer 2,870,109 2,833,836 2,966,222 3,186,569 3,274,678 Storm drainage 1,264,512 1,276,778 1,298,690 1,323,607 1,412,548 Other activities 706,644 707,460 706,105 714,373 732,224 Total program revenues 8,974,412 9,067,849 9,753,171 10,544,523 11,013,506 Net revenue/(expense) 426,979 687,616 493,421 535,514 1,011,458 General Revenues and Transfers Investment earnings 82,165 102,696 199,876 337,231 406,654 Other 241,308 117,864 Transfers (100,000) (2,004,810) 1,545,893 (186,675) 273,070 Totai general revenues and transfers 223,473 (1,784,250) 1,745,769 150,556 679,724 Change in Net Assets 650,452 $(1,096,634) 2,239,190 686,070 1,691,182 124 CITY OF BROOKLYN CENTER, MINNESOTA CHANGES IN NET ASSETS TOTAL Table 2 Last five fiscal years Page 3 of 3 (accrual basis of accounting) (Unaudited) 2003 2004 2005 2006 2007 Expenses Governmental activities 17,563,453 17,570,047 21,940,140 19,472,942 21,503,069 Business-type activities 8,547,433 8,380,233 9,259,750 10,009,009 10,002,048 Total expenses 26,110,886 25,950,280 31,199,890 29,481,951 31,505,117 Program Revenues Governmental activities 4,533,870 5,613,177 5,931,924 5,794,796 6,198,664 Business-type activities 8,974,412 9,067,849 9,753,171 10,544,523 11,013,506 Total program revenues 13,508,282 14,681,026 15,685,095 16,339,319 17,212,170 Net revenue/(expense) (12,602,604) (11,269,254) (15,514,795) (13,142,632) (14,292,947) General Revenues and Transfers Governmental activities 17,139,243 19,839,298 16,315,964 17,881,266 18,516,443 Business-type activities 223,473 (1,784,250) 1,745,769 150,556 679,724 Total general revenues and transfers 17,362,716 18,055,048 18,061,733 18,031,822 19,196,167 Change in Net Assets 4,760,112 6,785,794 2,546,938 4,889,190 4,903,220 Note: Data for 1998-2002 is not available; the City did not prepare government-wide financial statements on an accrual basis for those years. 125 This a e has been left b/ank intentional/y. p9 126 CITY OF BROOKLYN CENTER, MINNESOTA GOVERNMENTAL ACTIVIT'IES TAX REVENUE BY SOURCE Table 3 Last five fiscal years (accrual basis of accounting) (Unaudited) Properiy Tax Lodging Ta�c Increments Tax Total 2003 10,407,613 3,527,881 661,267 14,596,761 2004 10,788,145 4,285,166 656,859 15,730,170 2005 11,288,883 3,980,518 710,619 15,980,020 2006 11,618,486 2,682,874 738,776 15,040,136 2007 12,200,575 2,677,630 706,930 15,5 85,13 5 Note: Data for 1998-2002 is not available; the City did not prepare government-wide financial statements on an accrual basis for those years. i 1 1 1 1 1 12� CITY OF BROOKLYN CENTER, MINNESOTA FUND BALANCES GOVERNMENTAL FUNDS Last ten fiscal years (modified accrual basis of accounting) (Unaudited) 1998 1999 2000 2001 General Fund Reserved 105,074 105,074 105,074 105,074 I Unreserved 7,232,926 7,203,633 7,346,969 7,328,798 Total general fund 7,338,000 5 7,308,707 7,452,043 7,433,872 All other governmental funds Reserved 15,282,262 8,313,672 7,307,297 7,015,583 Unreserved, reported in: Special revenue funds 470,944 1,723,559 1,816,806 3,864,347 Capital project funds 7,227,468 8,884,582 7,308,293 5,337,423 Total all other governmental funds 22,980,674 18,921,813 16,432,396 16,217,353 128 I Table 4 S 2002 2003 2004 2005 2006 2007 173,353 110,383 106,578 11,080 500 700 7,756,421 7,906,697 6,862,871 7,283,871 7,508,690 7,941,714 7,929,774 8,017,080 6,969,449 7,294,951 7,509,190 7,942,414 7,234,260 7,509,315 13,230,540 5,150,818 5,176,808 11,288,685 4,453,879 6,211,019 25,750,179 24,853,267 22,862,211 11,738,460 1,870,176 2,133,079 4,969,506 3,232,820 4,164,400 3,466,029 13,558,315 15,853,413 43,950,225 33,236,905 32,203,419 26,493,174 129 CITY OF BROOKLYN CENTER, MINNESOTA CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS Last ten fiscal years (modified accrual basis of accounting) (Unaudited) a 1998 1999 2000 2001 Revenues Property taxes 7,562,822 7,740,375 8,265,296 7,932,469 Tax increments 1,962,289 2,902,590 3,196,108 3,967,398 Franchise fees Lodging taxes 660,613 808,266 836,857 826,957 Special assessments 1,016,733 909,894 1,2$7,934 1,136,454 Licenses and permits 549,067 763,960 632,549 788,629 Inter overnmental 4 936 343 8,602,166 7,899,522 5,824,513 g Charges for services 771,614 739,054 779,060 688,453 Fines and forfeits 193 688 205,460 180,676 230, 408 Investment earnings 1,732,579 609,879 798,229 2,082,680 Miscellaneous 439,013 168,050 125,012 150,369 Total revenues 19,824,761 23,449,694 24,001,243 23,628,330 Expenditures General government 2,134,001 2,260,415 2,429,196 2,504,392 Public safety 5,185,965 5,354,413 5,453,143 5,672,098 Public works 1,955,108 1,904,205 2,100,865 2,142,064 Community services 73,066 83,295 95,148 106,034 Parks and recreation 2,148,201 2,233,465 2,344,768 2,392,168 Economic development 893,522 2,664,904 2,763,028 2,365,'732 Nondepartmental 312,625 343,925 419,789 372,056 Administrative services reimbursement (731,737) (670,390) (795,737) (767,504) Capital outlay 6,453,906 13,838,702 7,275,675 6,558,177 Debt service Principal 1,285,000 2,085,000 3,970,000 2,805,000 Interest 1,244,923 1,373,614 1,282,512 1,330,162 Other charges 40,537 13,930 13,426 8,931 Total expenditures 20,995,117 31,485,478 27,351,813 25,489,310 Revenues over (under) expenditures (1,170,356) (8,035,784) (3,350,570) (1,860,980) Other financing sources (uses) Issuance of debt 2,670,000 1,585,000 735,000 730,000 Discount on issuance of debt Sale of capital assets 2,411,987 194,491 572,266 Transfers in 3,646,198 3,655,433 5,479,120 4,124,184 Transfers out (4,071,198) (3,704,790) (5,404,122) (3,798,684) Refunded bonds redeemed Total other financing sources (uses) 2,245,000 3,947,630 1,004,489 1,627,766 Net change in fund balances 1,074,644 (4,088,154) (2,346,081) (233,214) Debt service as a percentage of noncapital expenditures 14.89% 14.82% 23.05% 18.41% 130 Table 5 2002 2003 2004 2005 2006 2007 10,739,847 10,268,278 10,598,478 11,641,177 11,525,040 12,094,359 3,022,252 3,466,114 3,834,060 4,680,688 2,664,144 2,727,637 612,079 662,614 658,410 658,620 717,176 661,267 656,858 710,619 738,776 706,930 1,190,031 1,232,682 1,313,782 1,226,655 1,214,571 1,364,413 823,996 827,685 678,077 675,530 722,633 673,156 7,039,895 3,479,082 3,239,020 2,578,031 2,375,697 3,171,745 575,748 709,623 711,526 754,575 722,218 705,736 278,557 290,408 254,980 253,748 256,600 291,423 648,423 317,749 385,022 1,078,434 1,601,731 1,519,503 267,717 607,582 609,902 427,839 477,296 404,420 25,303,642 21,860,470 22,893,784 24,689,910 22,957,116 24,317,942 2 53 426 2 475 323 2 594 041 2,586,993 2,839,150 2,951,188 ,5 6,255,221 6,620,481 7,025,629 7,014,528 7,299,842 7,550,434 1,986,692 2,114,378 1,814,107 2,197,127 1,817,120 2,310,846 103,491 91,581 67,324 86,043 123,172 74,389 2,125,415 2,030,402 1,981,998 2,121,130 2,212,142 2,314,099 2,095,545 1,758,257 1,006,550 2,076,023 1,386,558 5,659,331 366,282 331,223 333,669 315,355 363,967 354,848 (596,541) (607,221) (784,084) (754,085) (529,362) (744,590) 9,608,420 1,881,360 4,724,289 8,335,916 5,918,472 4,524,524 3,000,000 3,220,000 3,751,513 2,772,189 3,127,146 2,786,076 1,034,139 905,518 881,016 1,214,751 1,197,392 1,134,412 28,712 26,079 126,858 23,758 53,226 12,896 28,560,802 20,847,381 23,522,910 27,989,728 25,808,825 28,928,453 (3,257,160) 1,013,089 (629,126) (3,299,818) (2,851,709) (4,610,511) 1,205,OOQ 25,770,000 1,460,000 (8,860) (96,503) (445) 474,648 73,175 4,263,453 3,703,509 5,103,613 2,811,793 2,784,116 5,881,257 (4,063,453) (3,603,509) (3,098,803) (2,619,793) (2,211,209) (6,018,629) (7,280,000) (529,138) 674,648 1,369,315 27,678,307 (7,088,000) 2,032,462 (666,510) (2,582,512) 2,382,404 27,049,181 (10,387,818) (819,247) (5,277,021) 16.81% 21.88% 24.89% 18.37% 19.14% 15.90% 131 CITY OF BROOKLYN CENTER, MINNESOTA ASSESSED TAX CAPACITY AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY Last ten fiscal years (Unaudited) 1998 1999 2000 2001 Real Property: Residential 9,182,859 9,309,893 9,976,862 8,928,738 Nonresidential 11,082,436 10,657,588 11,002,424 14,093,094 Area-wide allocation 226,287 537,406 1,504,330 746,438 Personal property 502,668 452,849 437,707 452,680 Less: Tax increment districts 1,665,054 2,054,659 2,533,878 3,296,624 Total Assessed Tax Capacity 19,329,196 18,903,077 20,387,445 20,924,326 Direct Tax Rate 35.214 36.269 34.645 35.996 Estimated Market Value 1,022,736,700 1,098,665,900 1,177,854,400 1,324,649,100 Total Assessed Tax Capacity as a percentage of Estimated Market Value 1.89% 1.72% 1.73% 1.58% Beginning in 2002, the State of Minnesota significantly reduced state aids to the City and allowed these amounts to be inciuded in the proptery tax levy. Source: City Assessing Department 132 Table 6 2002 2003 2004 2005 2006 2007 8,495,196 9,362,788 10,532,558 12,177,307 13,942,981 15,436,568 9,225,991 9,430,533 9,775,352 9,903,157 9,475,576 9,573,405 63 5,875 875,145 1,097,596 1,023,618 1,161,174 1,624,108 262,882 273,072 281,963 294,377 298,953 283,198 2,450,218 2,538,825 3,134,417 3,122,665 2,559,620 2,463,631 16,169,726 17,402,713 18,553,052 20,275,794 22,319,064 24,453,648 58.901 52.792 53.693 51.723 48.069 45.366 1,488,832,300 1,673,812,000 1,840,115,300 1,959,999,100 2,035,666,100 2,125,686,700 o 0 0 1.03% 1.10% 1.15% 1.09 /0 1.04 /0 1.01 /o 133 CITY OF BROOKLYN CENTER, MINNESOTA PROPERTY TAX RATES DIRECT AND OVERLAPPING GOVERNMENTS Last ten fiscal years (Unaudited) Overlanping Rates Metro City County Dist 11 Dist 279 Dist 281 Dist 286 Districts 1998 35.214 38.386 51.824 56.386 65.350 51.567 5.646 1999 36.998 40.994 54.856 54337 47.716 59.807 6.035 2000 35.369 39.655 51.792 53.284 48.492 44356 6.039 i� 2001 36.740 37.679 52.224 56.784 46.678 47.139 5.830 2002 58.901 50.789 29.082 30.092 30.213 26.338 3.537 2003 54.021 50.607 26.941 35.042 29.179 49.817 3.825 2004 53.693 47324 21.050 23.709 34.258 39.892 3.502 2005 51.723 44.172 21.492 24.336 29.989 36.159 3.304 2006 48.069 41.016 20.046 21.815 28.489 39.781 2.924 2007 45.366 39.110 19.353 23.758 28.750 36.154 2.671 Source: City Assessing Deparhnent and Hennepin County Property Tax Services Watershed levy was levied in 2006 in schools districts 279 and 281, and parts of school districts 11 and 286. t I 1 II 134 Table 7 Total Direct and Overlanpin� Rates Other District 11 District 11 District District District 286 District 286 Districts Watershed no watershed with watershed 279 281 no watershed with watershed 2.497 133.567 138.129 147.093 133310 3.247 142.130 141.611" 134.990 147.081 3.111 135.966 137.458 132.666 128.530 2.294 134.767 139327 129.221 129.682 3.844 146.153 147.163 147.284 143.409 5161 140.555 148.656 142.793 163.431 3.986 129.555 132.214 142.763 148.397 4.078 124.769 127.613 133.266 139.436 4.074 OA73 116.129 116.202 117.971 124.645 135.864 135.437 4.639 111.139 115.544 120.536 127.940 135 CITY OF BROOKLYN CENTER, MINNESOTA PRINCIPAL PROPERTY TAXPAYERS Table 8 Cunent Year and Nine Years Ago (iJnaudited) 2007 199$ Percentage of Percentage of Net Taac Total Tax Net Tax Total Tax Taacpayer Capacity Rank Capacity Value Capacity Rank Capacity Value Brooks Mall Properties LLC 761,930 1 3.12% 867,783 2 4.49% Regal Cinemas, Ina 238,550 2 0.98% Brookdale Corner, LLC 208,050 3 0.85% BCC Associates, LLC 199,250 4 0.81% Medtronic, Ina 197,970 5 0.81 Twin Lake North 176,138 6 0.72% CSM Freeway Airport, LLC 166,550 7 0.68% Wickes Fumiture Company 164,850 8 0.67% Target Stores 154,850 9 0.63% Melrose Gates, LLC 132,838 10 0.54% Dayton-Hudson Corp. 1,006,102 1 5.21% Ryan Construction Co. 581,304 3 3A1% Prudential Insurance Co. 503,184 4 2.60% Lang-Nelson 364,385 5 1.89% Bradley Real Estate Ina 342,050 6 1.77% Sears Roebuck and Co. 318,050 7 1.65% First Indrustrial Realty Trust 274,974 8 1.42% JC Penney's 260,200 9 1.35%0 ANIB Property, LP 181,930 10 0.94% Totals 2,400,976 9.82% 4,699,962 24.32% Source: City Assessing Department 136 CITY OF BROOKLYN CENTER, MINNESOTA PROPERTY TAX LEVIES AND COLLECTIONS Table 9 Last ten fiscal years (Unaudited) Collected within the Certified Adjusted Fiscal Year of the Levy Collections in Total Collections to Date Property Property Percentage of Subsequent Precentage Tax Levy Adjustments Tax Levy Amount Adjusted Levy Years Amount to Date 1998 7,686,885 (35,671) 7,651,214 7,639,492 99.8% 11,722 7,651,214 100.0% 1999 7,897,379 (34,310) 7,863,069 7,824,101 99.5°/a 38,968 7,863,069 100.0°/a 2000 8,100,268 (15,259) 8,085,009 8,044,802 99.5% 40,207 8,085,009 100.0% 2001 8,420,720 (48,553) 8,372,167 8,132,527 97.1% 239,640 8,372,167 100.0% 2002 10,442,518 (923,111) 9,519,407 9,262,641 97.3% 254,258 9,516,899 100.0% w 2003 10,355,103 (828,621) 9,526,482 9,280,043 97.4% 243,531 9,523,574 100.0% 2004 10,779,421 (806,306) 9,973,115 9,504,581 953% 453,010 9,957,591 99.8% 2005 11,319,404 (743,713) 10,575,691 10,403,359 98.4% 145,562 10,548,921 99.7% 2006 11,627,768 (676,160) 10,951,608 10,697,638 92.0% 172,362 10,870,000 93.5% 2007 11,958,743 (590,164) 11,368,579 11,070,387 92.6% 11,070,387 92.6% Adjustments for subsequent abatements. Beginning in 2002, adjustments also include Market Value Homestead Credit. CITY OF BROOKLYN CENTER, MINNESOTA RATIOS OF OUTSTANDING DEBT BY TYPE Table 10 Last ten fiscal years (Unaudited) Business-Type Governmental Activities Activities General Ta�c Storm Sewer Total Percentage Obligation Increment Improvement Revenue Primary of Taxable Per Bonds Bonds Bonds Bonds Government Market Value Capita 1998 11,430,000 11,585,000 4,740,000 1,400,000 29,155,000 2.85% 1,022 1999 10,915,000 10,420,000 5,920,000 1,230,000 28,485,000 2.60% 998 Z000 8,760,000 9,140,000 6,120,000 1,050,000 25,070,000 2.15% 859 2001 8,105,000 7,690,000 6,150,000 860,000 22,805,000 1.80% 782 2002 7,425,000 6,150,000 5,370,000 660,000 19,605,000 1.43 672 °O 2003 6,720,000 4,505,000 5,705,000 450,000 17,380,000 1.17% 596 I 2004 11,025,000 22,445,000 5,710,000 230,000 39,410,000 2.42% 1,359 2005 5,340,000 19,305,000 4,720,000 29,365,000 1.63% 1,044 'i 2006 4,465,000 18,305,000 5,180,000 27,950,000 1.43% 1,002 I� 2007 3,875,000 17,255,000 4,280,000 25,410,Q00 1.20% 911 Source: Taxable Market Value Hennepin County Taxpayer Services, Property Tax Divixion CITY OF BROOKLYN CENTER, MINNESOTA RATTOS OF GENERAL BONDED DEBT OUTSTANDING Table ll Last ten fiscal years (LTnaudited) Less: Amounts Percentage of General Available in Net General Estimated Obligation Debt Service Obligation Market Value Per Bonds Fund Debt of Property Capita 1998 7,900,000 616,778 7,283,222 0.71% 255 1999 7,575,000 725,868 6,849,132 0.62% 240 2000 7,175,000 775,911 6,399,089 0.54% 219 2001 6,760,OOU 831,588 5,928,412 0.45% 203 2002 6,325,000 871,970 5,453,030 0.37% 187 2003 5,875,000 907,709 4,967,291 0.30% 170 2004 10,450,000 5,903,577 4,546,423 0.25% 157 2005 5,045,000 1,054,230 3,990,770 0.20% 142 2006 4,465,000 1,104,749 3,360,251 0.17% 120 2007 3,875,000 1,163,306 2,711,694 0.13% 97 i 1 139 I� CITY OF BROOKLYN CENTER, MINNESOTA COMPUTATION OF DIRECT AND OVERLAPPING DEBT Table 12 as of December 31, 2007 (Unaudited) Estimated Estimated Share Debt Percentage of Overlapping Governmental Unit Outstanding Applicable' Debt t: Overlapping deb School Districts: No. ll Anoka 145,170,867 1.23% 1,785,602 No. 279 Osseo 219,717,533 4.77% 10,480,526 No. 281 Robbinsdale 228,408,592 5.09% 11,625,997 No. 286 Earle Brown 29,602,743 100.00% 29,602,743 Metropolitan Council 118,428,506 0.66% 781,628 Hennepin County 468,235,504 1.45% 6,789,415 Hennepin Regional RR Authority 44,577,469 1.45% 646,373 Hennepin County Park Reserve District 73,402,105 1.92% 1,409,320 Total overlapping debt 962,654,919 63,121,605 City of Brooklyn Center direct debt 2 2,711,694 Total direct and overlapping debt 65,833,299 Source: City Finance Department, Hennepin County, and Springsted Financial Advisors. i values. A licable ercenta es were estimafed b determinin The percentage of overlapping debt applicable is estimated using tax capac ty pp p g Y g the portion of each entity s tax capacity that is within the City's boundaries and dividing it by that entity s total tax capacity. Z Includes only generaT obligation debt which is repaid through property taaces, net of amounts available. 140 CITY OF BROOKLYN CENTER, MINNESOTA LEGAL DEBT INFORMATION Table 13 Last ten fiscal years (Unaudited) Total net debt applicable to the limit Total net debt as a percentage of Debt Limit appiicable to limit Legal debt margin debt limit 1998 20,439,994 7,283,222 13,156,772 35.63% 1999 21,911,836 6,849,132 15,062,704 31.26% 2000 23,370,274 6,399,089 16,971,185 27•38% 2001 25,381,400 5,928,412 19,452,988 23.36% 2002 27,354,868 5,453,030 21,901,838 19.93% 2003 29,594,688 4,967,291 24,627,397 16.78% 2004 32,503,096 4,546,423 27,956,673 13.99% 2005 36,003,536 3,990,770 32,012,766 11.08% 2006 39,219,054 3,360,251 35,858,803 8.57% 2007 42,259,958 2,711,694 39,548,264 6.42% Legal Debt Margin Calculation for Fiscal Year 2007 Taxable Market Value 2,112,997,900 Debt limit (2% of Taxable Market Value) 42,259,958 Debt applicable to limit Net general obligation bonds 2,711,694 Legal debt margin 39,548,264 II 141 I CITY OF BROOKLYN CENTER, MINNESOTA PLEDGED-REVENUE COVERAGE Last ten f scai years (Unaudited) Storm Sewer Bonds Storm Less: Net Sewer Operating Available Debt Service Charges Expenses Revenue Principal Interest Coverage 1998 940,012 261,202 678,810 165,000 75,390 2.82 1999 999,867 232,405 767,462 170,000 67,558 3.23 2000 1,074,619 307,389 767,230 180,000 59,110 3.21 2001 1,129,502 327,412 802,090 190,000 49,950 334 2002 1,377,638 662,747 714,891 200,000 40,100 2.98 2003 1,264,512 809,130 455,382 210,000 29,540 1.90 2004 1,276,778 756,593 520,185 220,000 18,250 2.18 2005 1,293,841 1,086,600 207,241 230,000 6,210 0.88 2006 2007 i 1 1 1 1 i 1 1 142 Table 14 Special Assessment Bonds Ta�c Increment Bonds Special TaY Assessment Debt Service Increment Debt Service Collections Principal Interest Coverage Collections Principal Interest Coverage 537,698 265,000 160,918 1.26 1,962,289 840,000 715,040 1.26 690,538 405,000 189,790 1.16 2,902,590 1,165,000 662,232 1.59 994,839 535,000 231,972 130 3,186,573 1,280,000 595,554 1.70 1,029,378 700,000 252,563 1.08 3,713,349 1,450,000 519,409 1.89 928,559 780,000 249,497 0.90 2,882,577 1,540,000 433,893 1.46 1,153,044 870,000 242,749 1.04 3,142,158 1,645,000 340,413 1.58 1,410,344 1,005,000 218,457 1.15 3,606,130 1,775,000 286,867 1.75 1,058,557 990,000 197,760 0.89 3,576,209 770,000 729,740 2.38 1,035,961 1,000,000 167,284 0.89 1,609,994 1,000,000 887,080 0.85 884,261 900,000 162,486 0.83 1,707,470 1,050,000 847,236 0.90 1 1 1 i 1 1 143 CITY OF BROOKLYN CENTER, MINNESOTA DEMOGRAPHIC AND ECONOMIC STAT'ISTICS Table 15 Last ten fiscal years (Unaudited) School Enrollments Per Capita No. 286 Personal. Personal Unemployment No.11 No.279 No.281 Earle Population Income Income Rate Anoka Osseo Robbinsdale Brown 1998 28,535 $1,090,978,655 38,233 2.1% 40,923 22,028 13,966 1,788 1999 28,535 1,143,625,730 40,078 2.4% 40,964 22,171 13,800 1,734 2000 29,172 1,256,583,900 43,075 3.0% 41,314 22,017 13,706 1,682 I 2001 29,180 1,270,876,540 43,553 4.2% 41,419 22,041 13,754 1,724 2002 29,185 1,280,666,985 43,881 5.2% 41,383 21,824 13,656 1,732 2003 29,174 1,322,544,942 45,333 5.9% 41,254 21,698 13,765 1,732 o 2 21 620 16 196 1 69 2004 29,005 1,392,849,105 48,021 5.6/0 41,59 2005 28,137 1,394,638,542 49,566 4.8% 41,596 21,792 I3,368 1,679 2006 27,901 4.6% 41,310 22,071 13,194 1,705 2007 27,901 5.6% 40,656 21,859 12,891 1,763 Sources: Population Metropolitan Council Personal income Bureau of Economic Analysis Unemployment rate Minnesota Department of Employment and Economic Development School Enrollments Minnesota Department of Education avai 1 f r these ears ersonal income data not lab e o P Y i 144 CITY OF BROOKLYN CENTER, MINNESOTA PRINCIPAL EMPLOYERS Table 16 Current Year and Nine Years Ago (Unaudited) 2007 1998 Percentage of Percentage of Total City Total City Employer Employees Rank Employment Employees Rank Employment 1 Brookdale Center 1,900 1 13.27% 1,700 1 10.46% Promeon, Division of Medtronics 1,350 2 9.43% 300 3 1.85% Graco, Inc. 800 3 5.59% 100 7 0.62% Independent School District #286 303 4 2.12%0 Nations Care Link 225 5 1.57% Cub Foods 170 6 1.19% City of Brooklyn Center 153 7 1.07% 307 2 1.89% Best Buy 145 8 1.01% Target 140 9 0.98% TCR Corporation 140 10 0.98% 175 5 1.08% Hoffman Engineering 265 4 1.63% Ault, Inc. 160 6 0.98% Cass Screw Machine Products 100 8 0.62% Precision, Inc. 100 9 0.62% Haiwatha Rubber Company 85 10 0.52% Totals 5,326 37.21% 3,292 20.26% Source: Minnesota Department of Employment and Economic Development i 145 CITY OF BROOKLYN CENTER, MINNESOTA FLTLL TIME CITY GOVERNMENT POSITIONS BY FiJNCTION Table 17 Last ten fiscal years (Unaudited) 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 General government Administrative 5.4 6.4 6.4 6.5 6.5 6.5 6.0 6.0 6A 6.0 Elections 1.0 1.0 1.0 1.0 1 A 1 A 1 A 1.0 1 A 1.0 Finance 7.0 7A 7.0 7.0 7.0 6.0 6.0 6.0 6A 6.0 Assessor 4.0 4.0 4.0 4.0 3.0 3.0 3.0 3 A 3 A 3 A Govemment buildings 4A 5.0 5.0 5.0 SA 5.0 5.0 5.0 5.0 5.0 Information technology 1 A 1 A 1.0 1 A 1.0 2.0 2.0 2A 2.0 2.0 Total general government 22.4 24.4 24.4 24.5 23.5 23.5 23.0 23.0 23.0 23.0 Public safety Police Officers 42.0 42.0 42.0 42.0 42A 42.0 42A 42A 42.0 43.0 Civilians 17A 17A 17.0 16.0 16.0 15A 15.0 15.0 15.0 12A Fire lA lA lA 1.0 lA lA lA 1.0 2A 2.0 Building inspecfion 4.0 4.0 5.0 5.0 4.0 4A 4.0 4.0 4.0 4A Total public safety 64.0 64.0 65.0 64.0 63.0 62A 62A 62.0 63.0 61A Public works Engineering 9A 10.0 10.0 l0A 10.0 8A 7.0 7.0 6.0 6A Streets 10.9 109 109 109 11A 11A 10.0 9A 10.0 10.0 Total public works 199 20.9 20.9 20.9 21A 19A 17.0 16.0 16A 16.0 Parks and recreation Administration 5.0 6A 6A 6.0 6.0 5.0 6.0 6.0 6.0 6.0 Community center 5.0 5.0 5.5 5.5 5.0 SA 3.0 3.0 3.0 3A Park maintenance 10.0 l0A 10.0 l0A l0A 10.0 8.0 8.0 7.0 7.0 Total park and recreation 20.0 21.0 21.5 21.5 21A 20A 17A 17.0 16A 16.0 Economic development 4.6 4.6 4.6 4.5 4.5 4.5 4.0 4.0 4.0 4.0 �i Municipalliquor 3A 3.0 4.0 4A 3.0 3.0 3.0 3A 3.0 4A Golf course 1.0 1 A 1.0 1.0 1.0 1.0 1 A 1.0 1.0 1.0 Earle Brown Heritage Center 13 A 13.0 13 A 13 A 11 A 11.0 11.0 11.0 11 A 11.0 Water 4A SA 5.0 5.0 SA 5.0 5.0 SA 53 5.3 Sanitary sewer 3.0 2.0 2.0 2.0 2.0 2.0 2A 2.0 2.3 2.3 Storm sewer 1 A 1.4 1.4 Central garage 5.1 5.1 5.1 5.1 5.0 5.0 5.0 SA 5.0 5.0 Total 160A 164.0 166.5 165.5 160.0 156.0 150.0 150.0 151.0 150A Source: City Annual Budget documents 146 r CITY OF BROOKLYN CENTER, MINNESOTA OPERATING INDICATORS BY FLTNCTION Table 18 Last ten fiscal years (Unaudited) Function 1998 t999 2000 2001 2002 2003 2004 2005 2006 2007 Police ViolentCrimes 1IS 91 137 133 136 134 165 174 191 210 Serious Crimes 2,273 2,274 2,150 2,057 1,915 2,150 1,893 1,951 2,054 1,992 Total Calls for Service 21,445 23,906 23,543 26,501 25,644 25,945 26,328 26,738 28,644 34,185 Fire Fires/All other calls 518 642 695 658 681 617 545 692 697 677 Medical calls 223 311 299 305 373 331 279 212 326 386 Fire inspections performed 208 202 214 216 133 100 98 45 0 0 Streets Total miles 112.35 11235 112.35 11235 112.35 112.35 112.35 11235 112.60 112.60 I Miles of streets reconstructed 4.10 4.70 4.20 3.40 7.80 1.90 2.80 4.60 2.50 4.20 Parks and recreaton Community Center Admissions 62,531 59,299 61,836 67,476 42,873 66,427 62,458 59,288 61,680 61,022 Acres of park maintained 527 527 527 527 527 527 527 527 527 527 Municipal liquor Number of stores 3 3 3 2 1 1 2 2 2 2 j Sales (in thousands) $3,201 $3,561 $3,585 $3,552 $3,436 $3,408 $4,027 $4,610 $5,159 $5,475 Golf course Rounds sold 29,882 31,428 34,426 29,448 21,072 27,010 22,847 20,780 21,100 15,680 I Earle Brown Heritage Center Bookings 954 813 757 579 572 577 579 611 570 Functions 1,355 2,129 2,145 2,105 1,527 1,734 1,725 1,870 1,720 Inn occupancy (average)' S0.45% 53.34°/a 46.70°/a 23.46% 7.23% 9.53% 8.14% 8.58%0 11.55% 8.16% Water Connections 8,907 8,933 8,943 8,905 8,934 8,949 8,963 8,938 8,904 8,993 Miles of water mains 114.65 114.98 114.40 114.40 114.62 114.82 114.82 118.25 120.50 120.50 Average daily consumption 3,555,501 3,366,551 3,715,142 3,638,490 3,127,214 3,723,769 3,551,104 3,697,790 3,609,903 3,627,893 Sanitary sewer Connections 8,784 8,796 8,774 8,764 8,786 8,798 8,799 8,804 8,807 8,837 Miles of sanitary sewer 105.18 105.51 105.51 105.51 105.61 105.61 105.61 105.61 105.61 105.61 Source: Various City deparhnents Police indicators for current yeu are preluninary data not available for these indicators for these years in 2002 the Heritage Center Inn ceased daily occupancy and moved to a retreat concept with an 8 room minimum CITY OF BROOKLYN CENTER, MINNESOTA CAPITAL ASSET STATISTICS BY FUNCTION Table 19 Last ten fiscal years (Unaudited) Function 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Public safety Police Stations 1 1 1 1 1 1 1 1 1 1 Patrol units Markedsquads 9 10 10 10 10 7 7 8 8 8 Othervehicles 15 16 16 21 15 13 16 16 16 16 Fire Stations 1 1 1 2 2 2 2 2 2 2 Fire trucks 7 8 7 7 7 7 7 7 8 8 Public works Streets (miles) 112.35 112.35 112.35 112.35 11235 11235 112.35 112.35 112.60 112.60 Heavy duty trucks (snow plows) 9 11 10 11 11 12 13 12 13 13 Parks and recreation Parksacreage 527 527 527 527 527 527 527 527 527 527 Trails (miles) 11.2 11.2 11.2 11.2 11.2 21.6 21.6 21.6 Community centers 1 1 1 1 1 1 1 1 1 1 I Ground maintenance equipment 17 17 18 18 13 13 13 13 13 13 I Other vehicles/equipment 19 19 20 21 12 11 14 14 14 14 Water Water mains (miles) 114.65 114.98 114.40 114.40 114.62 114.82 114.82 118.25 120.50 120.50 Wells 9 9 9 9 9 9 9 9 9 9 Sewer Sanitary sewers (miles) 105. i 8 105.51 105.51 105.51 105.61 105.61 105.61 105.61 105.61 105.61 Lift Stations 10 10 10 10 10 10 10 10 10 10 Storm sewers (miles) 70.82 71.65 74.20 74.20 74.20 74.20 74.20 74.20 7420 74.20 Source: City capital asset records information not available for these yeazs i �I i CITY OF BROOKLYN CENTER HENNEPIN COUNTY, MINNESOTA Special Purpose Audit Reports Year Ended December 31, 2007 0 L CITY OF BROOKLYN CENTER HENNEPIN COUNTY, MINNESOTA Year Ended December 31, 2007 Table of Contents Page Independent Auditor's Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Perfarmed in Accordance With Government Auditing Standards I-2 Independent Auditor's Report on Compliance With Minnesota State Laws and Regutations 3 Schedule of Findings and Responses 4—g PRINCIPALS Kenneth W. Malloy, CPA Thomas M. Montague, CPA Thomas A. Karnowski, CPA Paul A. Radosevich, CPA C E R T I F I E D P U B L I C William j. Lauer, CPA A C C O U N T A N T S james H. Eichten, CPA Aaron J. Nielsen, CPA Viaoria L. Holinka, CPA INDEPENDENT AUDITOR' S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN, ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS City Council and Residents City of Brooklyn Center, Minnesota We have audited the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Brooklyn Center (the City} as of and for the year ended Decemher 31, 2Q07, which coIlectively comprise the City's basic financial statements, and have issued our report thereon dated May 27, 2008. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Internal Control Over Financial Reporting In planning and performing our audit, we considered the City's internal control over financial reporting as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the City's internal control over fnancial reporting. Our consideration of internal control over financial reporting was for the limited purpose described in the preceding paragraph and would not necessarily identify alI deficiencies in internal control over financial reporting that might be significant deficiencies or material weaknesses. However, as discussed below, we identified certain deficiencies in internal control over financial reporting that we consider to be significant deficiencies. A control deficieney exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis. A significant deficiency is a control deficiency, or combination of control deficiencies, that adversely affects the City's ability to initiate, authorize, record, process, or report financial data reliably in accardance with accounting principles generalty accepted in the United States of America such that there is more than a remote likelihood that a misstatement of the City's financial statements that is more than inconsequential will not be prevented ar detected by the City's internal controt. We consider the deficiencies described in the accompanying Schedule of Findings and Responses as items 2Q07-I, 2007-2, 2007-3, 2007-4, 200?-5, 2007-6, and 20Q7-7 to be significant deficiencies in internal controi over financial reporting. (continued) -1- MaIloy, Montague, Karnowski, Radosevich Co., P.A. 5353 Wayzata Boulevard Suite 410 Minneapolis, MN 55416 Telephone: 952-545-0424 Telefax: 952-545-0569 www.mmkr.com A material weakness is a significant deficiency, or combination of significant deficiencies, that results in more than a remote likelihood that a material misstatement of the financiat statements will not be prevented or detected by the City's internal control. Our consideration of internal controi over financial reporting was for the timited purpose described in the first paragraph of this section and would not necessarily identify all deficiencies in internal control that might be significant deficiencies and, accordingly, would not necessarily disclose alt significant deficiencies that are also considered to be material weaknesses. However, we did not consider any of the significant deficiencies listed on the previous page to be material weaknesses. Compliance and Other Matters As gart of obtaining reasonable assurance about whether the City's financial statements are free o€ material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grants agreements, noncomp}iance with which could have a direct and material affect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The resuIts of our tests disclosed no instances of noncompliance or other matters that are required ta be reported under Government Auditing Standards. The City's responses to the fndings identified in our audit are described in the accompanying Schedule of Findings and Responses. We did not audit the City's responses and, accordingly, we express no opinion on them. This report is intended solely for the infarmation and use of the City Council and management of the City and is not intended to be and should not be used b an one other than these s ecified arties. Y Y P P �Q �1p� /"fOrt�T�.t�U�� Rat'✓tpWs� r� �A�U.s�I��� �p,� �/y• I May 27, 20Q8 J -2- PRINCIPAIS Kenneth W. Malloy, CPA Thomas M. Montague, CPA Thomas A. Karnowski, CPA Paul A. Radosevich, CPA C E R T I F I E D P U B L I C William J. Lauer, CPA A C C O U N T A N T S James H. Eichten, CPA Aaron J. Nielsen, CPA Victoria L. Holinka, CPA INDEPENDENT AUDITOR' S REPORT ON COMPLIANCE WITH MINNESOTA STATE LAWS AND REGULATIONS Ci Council and Resid ents tY City of Brooklyn Center, Minnesota We have audited the financial statements of the governmental activities, the business-type activities, each 1 major fund, and the aggregate remaining fund information of the City of Brooklyn Center (the City) as of and for the year ended December 31, 2007, which collectively comprise the City's basic financial statements, and have issued our report thereon dated May 27, 2048. We conducted aur audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller Generai of the United States; and the provisions of the Minnesota Legal Compliance Audit Guide for Local Governments promulgated by the State Auditor pursuant to Minnesota Statute 6.65. Accordingly, the audit mcluded sach tests of the accountmg records and such other auditing proeedures as we considered necessary in the circumstances. The Minnesota Legal Compliance Audit Guide for Local Governments covers seven main categories of compliance to be tested: contracting and bidding, deposits and investments, conflicts of interest, pubtic indebtedness, claims and disbursements, misceilaneous provisions, and tax increment financing. Our study included a13 of the Iisted categories. The results of our tests indicate that, for the items tested, the City complied with the material terms and cor�ditions af applicable Iegal provisions. This report is intended soiely for the information and use of the City Council, management of the City, and the state of Minnesota and is not intended to be, and should not be, used by anyone other than these specified parties. I 1 �oc�� /�a!'✓I�w S�Cr� /�acloSQ.✓,�-ir� 8 Cv,� May 27, 2008 -3- Malloy, Montague, Karnowski, Radosevich Co., P.A. 5353 Wayzata Boulevard Suite 410 Minneapolis, MN 55416 Telephone: 952-545-0424 Telefax: 952-545-0569 www.mmkr.com CITY OF BROOKLYN CENTER Schedule of Findings and Responses Year Ended December 31, 2007 This schedule summarizes findings and responses relating to compliance with Minnesota Statutes, internal contro}s, and compliance findings. The auditor, Malloy, Montague, Karnowski, Radosevich Co., P.A. (MMKR), is responsible for providing the information under the headings "Criteria," "Condition," "Cause," "Effect," and "Recommendation." The City of Brooklyn Center (the City} is responsibie for providing the information under the heading "Management's Response." A. FINDINGS INTERNAL CONTROL OVER FINANCIAL REPORTING 2007-1 UTILITY BILLING SEGREGATION OF DUTIES Criteria Generally, a system of internal control contemptates a segregation of duties such that no individual has responsibility to execute a transaction, have physical access to the reIated assets, and have responsibility or authority to record the transaction. Condition The City does not have proper segregation of duties over the processing of utility billin transactions. g I Cause There is one person in charge of the preparation of utility billing and the cash receipting process of utility billing. This individual a}so has the ability to record penalty adjustments to accounts without prior approval. Effect This lack of ideal se re ation of duties sub'ects the Ci to a hi her risk that errors or g J tY g fraud could occur and not be detected in a timely manner. Recommendation We recommend the City segregate duties over the processing of utility billings. The individual responsible for the billing of utilities should not have responsibility for callection of utility receipts. Further, the individual responsible for utility collections should not have access to the system to make utility billing adjustments. 1 Management's Response There is no disagreement in principle with the audit finding. The City will consider further segregation of utility billing duties to satisfy all internal control recommendations. 2007-2 PAYROLL SEGREGATION OF DUTIES Criteria Generally, a system of internal control contemplates. a segregation of duties such that no individual has responsibility to execute a transaction, have physical access to the related assets, and have respansibility or authority to record the transaction. Condition The City does nat have proper segregation of duties over the processing of payrotl transactions. -4- CITY OF BROOKLYN CENTER Schedule of Findings and Responses (continued) Year Ended December 31, 2007 A. FINDINGS INTERNAL CONTROL OVER FINANCIAL REPORTING (CONTINUED) 2007-2 PAYROLL SEGREGATION OF DUTIES (CONTINUED) Cause The individuai processing payroll at the City is not independent of other personnel duties. This individual is able to prepare the payroll, but is not restricted from changing computerized personnel data. This individual also has the ahility to create new employees and assign and change wage rate information. Effect This tack of ideaI segregation of duties subjects the City to a higher risk that errors or fraud could occur and not be detected in a timely manner. Recommendation We recommend the City segregate duties over the processing of payroll transactions. The individual responsible for the processing of payro3l shauld not have responsibility for and be independent of any personnel duties. Further, this individual should be restricted from changing any personnel data, including creating new employees or assigning or changing wage rate information. Management's Response There is no disagreement in principle with the audit finding. The City will consider further segregation of payroll duties to satisfy all internal control recommendations. 2007 LACK OF MANAGEMENT APPROVAL Criteria Management is responsible for establishing and maintaining effective internal controls. These controls inciude the establishment of a review and approval process by an appropriate level of management. Condition We noted three areas within the accounting and reporting internal accounting control systems that lacked management approvaL• Bank reconciliations are reconciled monthly; however, these reconciliations are not approved by an appropriate level of management. The appropriate leve} of management reviews supporting documentation or check registers for all accounts payable transactions, however, Typically this is not done until after the checks have been signed and mailed. There is no approval of payroll by management, nor are payroll registers reviewed throughout the year. The allocation of payroll costs should also be monitored and approved by department heads on a periodic basis. Cause Management is not requiring approval af certain transactions within the internal accounting control systems of the city. Effect This laek of approval process suhjects the City to a higher risk that errars or fraud cou}d accur and not be detected in a timely manner. -5- CITY OF BROOKLYN CENTER Schedute of Findings and Responses (continued) Year Ended December 31, 20Q7 A. FINDINGS INTERNAL CONTROL OVER FINANCIAL REPORTING (CONTINUED) 2007-3 LACK O� MANAGEMENT APPROVAL (CONTINUED) Recommendation VVe recommend the City estabNsh procedures to incorporate management approval in the foltowing areas: Incorparate into the internal controls a review of the bank reconciliation on a monthly basis. We recommend the staff prepare a preliminary check register and have it approved by mana ement rior to the checks bein rinted si ned and mailed. g P gP g We recommend that management periodically review the payroll registers. We recommend a eriodic review of the allocation of a roll costs to the eneral led er P PY g g to ensure that they are being coded to the appropriate accounts, funds, and programs. Management's Response There is no disagreement with the audit finding. The City is aware of the lack of approval from management and is currently working to strengthen the management approval process. 2007-4 INADEQiTATE DOCUMENTATION OF THE COMPONENTS OF INTERNAL CONTROLS Criteria Management is responsible for establishing and maintaining effective internal controls. Condition New auditing and reporting standards specify that inadequate documentation of the components of internal controls are considered a significant deficiency in the design of internal controts. The City had numerous policies and procedures within its internal control system, however, the accounting procedures are not in writing and, therefore, a finding exists. This is the case because implied ar verbal procedures are subject to greater variation of ineaning and the likelihood of misinterpretation increases when procedures are not in writing. Cause The City does not have formal written accounting and financial reporting procedures. Effect Implied or verhal accounting procedures are subject to greater variation of its meaning and the likelihood of misinterpretation increases when accounting procedures are not written. Recommendation We recocnmend the CiTy establish formal written internal control accounting procedures. Management's Response There is no disagreement with the audit finding. -6- CITY OF BROOKLYN CENTER Schedule of Findings and Responses (continued) Year Ended December 31, 2007 A. FINDINGS INTERNAL CONTROL OVER FINANCIAL REPORTING (CONTINUED) 2007-5 UTILITY BILLING SYSTEM Criteria Management is responsible for establishing and maintaining effective internal controis. The design of an entity's internal control system should include appropriate safeguards so that misstatements due to error or fraud are prevented or detected in a timely manner. Condition The water eonsumption for residential utility billing is currentiy dependent on the readings from individual customers. The City has minimal procedures in place to verify the accuracy in the reading being provided by each resident. The City currently only verifies the reading if it is unusual in natare or the resident is moving. Without a periodic review of the water consumption, there is a risk of under repQrted usage to occur and not be detected in a timely manner. Cause The City has not established procedures regarding periodic verification of residential meter readings. Effeet By not having such controls, there is an increased risk that errors may occur and not be detected by city management. Recommendation We recommend the City establish policies and procedures to conduct a more frequent verification of ineter readings. Management's Response The City has no disagreement with this finding. The City is currently in the process af developing plans to design, build, finance, and install an automated utility billing system which would eliminate this finding. 2007-6 CAPITAL ASSET INTERNAL CONTROLS Criteria Management is responsible for establishing and maintaining effective internal controts. The design of an entity's internal control system should incIude appropriate safeguards so that financial statement misstatements are prevented or detected in a timely manner. Condition During the year ended December 31, 2007, the City recorded a prior period adjustment to praperly recard the capital assets of the City. This adjustment was made to rectassify capital assets between governmental activities and business-type activities as welt as eliminate an asset that was duplicated in error on the capital asset records. Cause The Crty was including the cost of capita} assets of the storm drainage system within its governmental activities instead of appropriately recarding these capital assets in the business-type activities. Effect The recording of a prior period adjustment and a correction of an errar is an indication of a lack of control procedures and as such is re uired to be re orted as a si nificant deficienc in 9 P g Y internal controls. Recommendation We recommend the City improve contrals over the processing of capital assets to ensure future adjustments to prior periods are not required. Management's Response There is no disagreement with the audit finding. -7- CITY OF BROOKLYN CENTER Schedule of Findings and Responses (continued) Year Ended December 31, 2007 A. FINDINGS INTERNAL CONTROL OVER FINANCIAL REPORTING (CONTINUED) 1 2007-7 OTHER POST-EMPLOYMENT BENEFITS Criteria Management is responsihle for establishing and maintaining effective internal controls. These internat controls include the maintenance of accounting records to support the amounts and disclosures in the City's fnancial statements. Condition The City provides other post-employment healthcare benefits for certain retirees. The City determines eligibility for this benefit based on requirements outlined in City Council resolutions. There are two methods whereby employees can yuality for this benefit. During our audit we were unable to obtain documentation of the eligibility for this benefit for certain employees who are currently receiving this benefit. We a}so noted that one of the methods the City uses to determine etigibility is difficult to verify as its criteria is based on another arganizations eligibility requirements that are outside the control of the City. Cause The City does not have adequate documentation of the eligibility of retirees for other post-employment henefits and certain eligibi}ity requirements of city employees for retiree benefits are difficult to determine. Effect The City may be paying other post-employment benefits to retirees that do not quaiify or could have difficulty determining eligibility for these benefits for current employees based on eurrent written eligibility standards. Recommendation We recommend the City improve documentation of the eligibility of retirees for other post-employment benefits for those that currently qualify for this benefit. We also recommend the City consider clarifying the language in the City Council resolutions to make it Iess difficult to determine eligibility for these benefits for current employees. Management's Response There is no disagreement with the audit f nding. B. FINDINGS MINNESOTA LEGAL COMPLIANCE None. -8- i Management Report for City of Brooklyn Center, Minnesota December 31, 2007 PRINCIPALS Kenneth W. Malloy, CPA Thomas M. Montague, CPA Thomas A. Karnowski, CPA Paul A. Radosevich, CPA C E R T I F I E D P U B L I C William j. Lauer, CPA A C C O U N T A N T S james H. Eich�en, CPA I Aaron J. Nielsen, CPA Victoria L. Holinka, CPA Ta the City Council City of Brooklyn Center, Minnesota We have prepared this management report in conjunction with our audit of the City of Brooklyn Center's (the City) finaneial records far the year ending December 31, 2007. The purpose of this report is to communicate information relevant ta city finances in Minnesota and to provide eomments resulting from our audit process. We have organized this report into the foliowing sections: Audit Sammary Funding Citi�s in Minnesota Governmental Funds Overview Financial Trends and Analysis Accounting and Auditing Updates We would be pieased to further discuss any of the information contained in this report or any other concerns that you would tike us to address. We would also like to express our thanks far the courtesy and assistance extended to us during the course of our audit. This report is intended solely for the information and use of management, those charged with governance I of the City, and those who have responsibility for oversight of the financial reporting process. �4 �o K ✓�nn a u �L. l�a n o u/ S �a c�aS.�/� �G► Cd. ��f May 27, 2008 i Malloy, Montague, Karnowski, Radosevich Co., P.A. 5353 Wayzata Boulevard Suite 410 Minneapolis, MN 55416 Telephone: 952-545-0424 Telefax: 952-545-0569 www.mmkr.com AUDIT SUMMARY The following is a summary of our audit work, key conclusions, and other information that we consider important or that is required to be communicated to the City Council, administration, or audit committee of the City. I UNDERSTANDING THE AUDITOR'S RESPONSIBILITY Our responsibility, as described by professional standards, is to express opinions about whether the financial statements prepared by management with your oversight are fairly presented, in all material respects, in conformity with accounting principles generally accepted in the United States of America. Our audit of the financial statements does not relieve you or management of your responsibilities. As part of our audit, we considered the internal control of the City. Such considerations were solely for the purpose of determining our audit procedures and not to provide any assurance concerning such internal control. As part of obtaining reasonable assurance about whether the 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, the objective of our tests was not to provide an opinion on compliance with such provisions. I PLANNED SCOPE AND TIMING OF THE AUDIT We performed the audit according to the planned scope and timing previously discussed and coordinated in order to obtain sufficient audit evidence and complete an effective audit. AUDIT OPINION AND FINDINGS Based on our audit of the City's financial statements for the year ended December 31, 2007: We have issued an unqualified opinion on the City's financial statements. We noted seven matters involving the City's internal control over financial reporting that we consider to be significant deficiencies but not material weaknesses. These include the following findings: Segregation of duties within utility billing, Segregation of duties within payroll, Lack of management approval of various accounting transactions, Inadequate documentation of the components of internal controls, Lack of established procedures over the verification of utility meter readings, Prior period adjustment of capital asset records, and Documentation of eligibility for other post-employment benefits The results of our testing disclosed no instances of noncompliance that are required to be reported under Government Auditing Standards. We have reported no findings based on our testing of the City's compliance with Minnesota laws and regulations. -1- SIGNIFICANT ACCOUNT ING POLICIES T'he City's management is responsible for the selection and use of appropriate accounting policies. In accordance with the terms of our engagement letter, we advise management about the appropriateness of accounting policies and their application. The significant accounting policies used by the City are described in Note 1 of the notes to basic financial statements. No new accounting policies were adopted and the application of existing policies was not changed during the year. As described in Note 5 F. of the City's notes to basic financial statements, management has accounted for other post-employment healthcare benefit liabilities based on eligible participants, estimated future health insurance premiums, and estimated retirement dates. Due to the fact that new governmental accounting standards issued to provide guidance on the accounting for these obligations is not required to be implemented as of the date of the financial statement, no authoritative guidance for the accounting of these obligations exists. However, management believes that the use of future estimated premium costs to estimate the liability is appropriate in this circumstance. The City did recognize in the financial statements a prior period adjustment to properly record capital assets between governmental and business-type activities and eliminate an asset that was double counted in the capital asset records. There were no other significant transactions that we noted that were recognized in the financial statements in a different period than when the transaction occurred. AUDIT ADJUSTMENTS Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are trivial, and communicate them to the appropriate level of management. Professional standards define an audit adjustment as a proposed correction of the financial statements that, in our judgment, may not have been detected except through our auditing procedures. An audit adjustment may or may not indicate matters that could have a significant effect on the City's financial reporting process (that is, cause future financial statements to be materially misstated). We proposed one uncorrected audit adjustment to the financial statements for the reporting of governmental activities unamortized discounts on bond proceeds totaling $287,756. Management has determined that the effects of this item is immaterial, both individually and in the aggregate, to the financial statements taken as a whole. ACCOUNTING ESTIMATES AND MANAGEMENT JUDGMENTS Accounting estimates are an integral part of the basic financial statements prepared by management and are based on management's knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the financial statements were as follows. Depreciation Management's estimates of depreciation expense is based on estimated useful lives of assets. Other Post-Employment Health Benefit Liabilities Management's estimates of health insurance liability is based on eligible participants, estimated future health insurance premiums, and estimated retirement dates. Land Held for Resale Management's estimates of this asset is based on net realizable value (lower of cost or estimated sales price) -2- Mana ement ex ects an differences between estimates an 1 amounts of these estimat g p y d actua es to be insignificant. We reviewed and tested management's procedures and underlying supporting documentation in the area discussed above. We concluded that the accounting estimates and management judgments appeared to consider all significant factors and resulted in appropriate accounting recognition. MANAGEMENT REPRESENTATIONS We have requested certain representations from management that are included in the management representation letter dated May 27, 2008. DISAGREEMENTS WITH MANAGEMENT For purposes of this report, professional standards define a disagreement with management as a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor's report. We are pleased to report that no such disagreements arose during the course of our audit. MANAGEMENT CONSULTATIONS WITH OTHER INDEPENDENT ACCOUNTANTS In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a"second opinion" on certain situations. If a consultation involves application of an accounting principle to the City's financial statements or a determination of the type of auditor's opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. j OTHER MATTERS We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the City's auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. OTHER COMMENTS AND RECOMMENDATIONS Based on our audit, we offer the following additional comments for the improvement of the City's financial and accounting controls and procedures: New Auditing Standards As you may be aware, the audit process changed dramatically this year. Because of our extensive experience with Minnesota municipalities, we have always taken a very customized approach to auditing cities. We find this to be both an efficient and effective method to accomplish a quality audit. So much of what we do now is the same as what we have done in the past, with the addition of the new risk-based model or approach. The new model involves a much more thorough review, analysis, and documentation of the City's environment, systems, procedures, and internal controls. This documentation includes a comparison of the City's internal controls with a standard comprehensive framewark for internal controls developed by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). This process provides for an assessment of risk for material misstatement in the financial statements due to error or fraud, and those additional audit procedures we need to perform to address those risks. Although the intent of the new standards is to increase the quality of audits in our profession, a positive by-product is getting management and governance of the City more involved in reviewing and improving procedures and controls. This is very important, as the mayor, City Council, and management play critical roles in the City's financial controls. -3- FUNDING CITIES IN MINNESOTA LEGISLATION The following is a brief summary of recent legislative activity affecting the finances of Minnesota cities: Local Government Aid (LGA) Cities are still adapting to the formula changes for allocating LGA to cities that went into effect in 2004. The transition to the new formula has caused many cities to experience volatility in their aid payments from year-to-year. This is mainly due to the elimination of the grandfather clause, which guaranteed minimum payment amounts to cities. Market Value Homestead Credit (MVHC) After several years of cuts, the MVHC reimbursement aid was restared in 2007 for all cities. I PROPERTY TAXES Our past few management reports have tracked the evolution of property tax reform in Minnesota, and explained its impact on cities and their property owners. Now, with very little change in property tax formulas, attention has turned toward our current real estate and housing environment, mortgage foreclosures, and the world economy. 1 Property values within Minnesota cities experienced average increases of 12.0 percent for taxes payable in 2006 and 11.0 percent for those payable in 2007. However, the valuation for taxes payable in 2007 is based on estimated values as of January 1, 2006, and a lot has happened to values since then. In comparison, the City's market value increased by 3.9 percent in 2006 and 4.4 percent in 2007. The following graph shows the City's changes in taxable market value over the past 10 years: Market Value $2,500,000,000 $2,000,000,000 $1,500,000,000 $1,000,000,000 $500,000,000 i 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 I I -4- Tax ca aci is considered the actual base available for taxation. It is calculated b a 1 in the state's P h' Y PPY g property classification system to each property's market value. Each property classification has a different calculation and uses different rates. The graphs show that tax capacities have not increased at the same rate as market values, primarily due to property tax reform occurring over this period of time. The following graph shows the City's change in tax capacities over the past 10 years: Tax Capacity $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 i$-- 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Although it is impossible to consider every aspect and variable of local government spending, average tax rates are often used as a benchmark. Rates expressed as a percentage of net tax capacity All Cities Seven-County City of State-Wide Metro Area Brooklyn Center 2006 2007 2006 2007 2006 2007 Average tax rate r City 37.1 36.1 343 33.4 46.9 44.3 County 40.1 38.5 35.5 35.2 41.0 39.1 School 22.8 22.2 23.0 22.7 28.5 28.1 Special taxing 5.4 5.5 5.8 6.8 8.2 8.4 Total 105.4 102.3 98.6 98.1 124.6 119.9 Both the City's portion and the total tax capacity rates for Brooklyn Center residents are significantly higher than the state-wide and metro area averages the last two years. These rates are higher than average due to a combination of factors, including lower than average property values, makeup of residential properties, and the use of tax increments within the City. -5- GOVERNMENTAL FUNDS OVERVIEW This section of the report provides you with an overview of the financial trends and activities of the City's governmental funds. Governmental funds include the General Fund and the special revenue, debt service, and capital project funds. We have also included the most recent comparative state-wide averages available from the State Auditor. The reader needs to consider the effect of inflation and other known changes or differences when comparing this data. Also, certain data on these tables may be classified differently than how they appear on the City's financial statements in order to be more comparable to the state-wide information, particularly in separating capital expenditures from current expenditures. We have designed this section of our management report using per capita data in order to better identify unique or unusual trends and activities of your city. We intend for this type of comparative and trend information to complement, rather than duplicate, information in the Management's Discussion and Analysis. An inherent difficulty in presenting per capita information is the accuracy of the population count, which for most years is based on estimates. Governmental Funds Revenue The amounts received from the typical major sources of revenue will naturally vary between cities based on their particular situation. This would include the City's stage of development, location, size and density of its population, property values, services it provides, and other ariributes. The following table presents the per capita revenue of the City's governmental funds for the past three years, together with comparative state-wide averages: Governmental Funds Revenue per Capita With State-Wide Averages by Population Class t State-Wide City of Brooklyn Center Year December 31, 2005 2005 2006 2007 Population 2,500-10,000 10,00�20,000 20,000-100,000 28,137 27,901 27,901 Property t�es 283 276 306 414 413 433 Tax increments 40 52 50 166 95 98 Franchise fees and other taxes 15 23 31 49 50 49 Special assessments 88 69 73 44 44 49 Licenses and permits 43 33 42 24 26 24 1 Intergovernmental revenues 260 272 155 89 85 114 Charges far services 116 95 78 27 26 25 Other 125 108 76 63 84 79 1 Total revenue 970 928 811 876 823 871 The City relies more on property tax revenue for its governmental fund revenues compared to the average Minnesota city. The City continues to generate significantly more tax increment revenue per capita than average, as it has made extensive use of this tool to finance commercial development. However, because the City is a mature suburb, it generates less special assessment revenue (typically used for new development). I The City's per capita governmental fund revenue for 2007 was $871, an increase of about 5.8 percent from the prior year. The increase came mainly in property taxes and intergovernmental revenue. The increase in intergovernmental revenue, which increased $29 per capita, was mainly due to more LGA received. -6- i Governmental Funds Ex enditures P I The expenditures of governmental funds will also vary from state-wide averages and from year-to-year, based on the City's circumstances. Expenditures are classified into three types as follows: Current These are typically the general operating type expenditures occurring on an annual basis, and are primarily funded by general sources such as taxes and intergovernmental revenues. Capital Outlay and Construction These expenditures do not occur on a consistent basis, more t typically fluctuating significantly from year-to-year. Many of these expenditures are project-oriented, which are often funded by specific sources that have benefited from the expenditure, such as special assessment improvement projects. Debt Service Althou h the ex enditur f r h i i 1 i g p es o t e debt servi ce may be relat ve y cons stent over the term of the respective debt, the funding source is the important factor. Some debt may be repaid through specific sources such as special assessments or redevelopment funding, while other debt may be repaid with general property taxes. Th e City s per capita governmental fund expenditures for the past three years, together with state wide i averages, are presented in the following table: Governmental Funds Expenditures per Capita With State-Wide Averages by Population Class State-Wide Ci of Brookl n Center tv v Year December 31, 2005 2005 2006 2007 Population 2,500-10,000 10,000-20,000 20,000-100,000 28,137 27,901 27,901 Current General government 113 103 78 92 102 106 Public safety 192 201 198 249 262 271 Street maintenance 97 94 75 8 65 83 7 Recreation 57 76 76 75 79 83 All other 76 105 82 61 48 192 535 579 509 555 556 735 Capital outlay and construction 438 335 293 296 212 162 Debt service 1 Principal 157 142 106 99 112 100 Interest and fiscal 61 50 37 44 45 41 218 192 143 143 157 141 The City's governmental funds current per capita expenditures is higher than state-wide averages for cities in the same population class. The City's current operating costs are higher than average mostly related to higher than average public safety costs. The City's per capita current expenditures increased significantly in 2007 as the City expended significant funds in Tax Increment District #3 for acquisition and development of properties within the District. Debt service costs per capita are very comparable to averages for other cities state-wide. -7- FINANCIAL TRENDS AND ANALYSIS GENERAL FUND The City's General Fund accounts for the financial activity of the basic services provided to the community. The primary services included within this fund are the administration of the municipal operations, police and fire protection, building inspection, streets and highway maintenance, and parks and recreation. t The graph below illustrates the change in the General Fund financial position over the last five years. We have also included an expenditure line to reflect the change in the size of the General Fund operation over the same period. General Fund Financial Position Year Ended December 31, $16,000,000 $14,������0 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 2003 2004 2005 2006 2007 Fund Balance M Cash Balance (Net of Interfund Borrowing) Expenditures i The City's General Fund cash and investments balance (net of interfund borrowing) at December 31, I 2007 was $8,478,017, which mcreased $386,568 from 2006. Total fund balance at December 31, 2007 was $7,942,414, up $433,224 from the prior year. Having an appropriate fund balance is an important factor in assessing the City's financial health because a government, like any organization, requires a certain amount of equity to operate. Generally, the amount of equity required typically increases as the size of the operation increases. A healthy financial position allows the City to avoid volatility in tax rates; helps minimize the impact of state funding i changes; allows for the adequate and consistent funding of services, repairs, and unexpected costs; and can be a factor in determining the City's bond rating and resulting interest costs. The Ci currentl has an o eratin f n r will ty y p g u d eserve policy that states the General Fund manage its cash flow by having a targeted unreserved General Fund balance at the end of the fiscal year of between 50 percent and 52 percent of next year's General Fund budgeted expenditures. At December 31, 2007, the City's General Fund had a fund balance of 51.7 percent of the City's annual General Fund expenditures, based on 2007 expenditure levels. -8- The following graph reflects the City s General Fund reliance on its revenue sources for 2007: General Fund Revenue Taxes Licenses/Permits Intergovernmental Charges for Services Other s� ��O ��O ��O �p0 0 �0 �po 0��� 0��� 0��� 0��� 0��� 0��� �p„ �,�p, Actual Budget Total General Fund revenues for 2007 were $15,588,921, an increase of $1,173,839, or 81 percent, from the previous year, and $1,044,549 (7.2 percent) over the final budget. Intergovernmental revenues were over budget by $507,601 due to the City receiving more LGA than budgeted. Taxes were also in excess of budgeted amounts by $423,953 mostly related to the City receiving excess tax increment proceeds from the county related to a tax increment district the City decertified in fisca12007. The following graph presents the City's General Fund revenue sources for the last five years. The graph reflects the City's increasing reliance on taxes and user fees to finance its General Fund operations. 1 General Fund Revenue by Source Year Ended December 31, $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 2003 2004 2005 2006 2007 Taxes Intergovernmental O Other The increase in revenue in 2007 in the above graph was related to the increases described above as well as tax revenue increased about $637,000 relating to the MVHC that was restored in 2007. Intergovernmental revenue increased about $528,000 as LGA to the City increased almost $562,000 in 2007. -9- The followin illustrations rovide ou with the com onents of the Ci 's General Fund s endin for g P Y P h' P g 2007 and for the past five years: General Fund Expenditures General Government Public Safety Public Works Parks and Recreation Other O� O� O� O� O� O� OO �O OO �O OO �O Oo �O OOD OOD ss 'L' ss p„ es syi sg O' Actual Budget Total General Fund expenditures for 2007 were $15,368,564, an increase of $708,359 (4.8 percent) from the prior year, and only $48,692 or 0.3 percent more than the final budget. General Fund Expenditures by Function Year Ended December 31, $8,000,000 $7,000,000 $6,000,000 I $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 �1� 2003 200� 2005 2006 2007 General Government Public Safety Public Works Parks and Recreation Other General Fund expenditures increased in all the departrnents with the largest increases being in the public works deparhnent by around $258,000 or 15.1 percent and general government by about $236,000 or 8.6 percent. r -10- f 1 UTILITY FUNDS The utility funds comprise a considerable portion of the City's activities. These funds significantly help to defray overhead and administrative costs and provide additional support to general government operations by way of annual transfers. We understand the City is proactive in reviewing these activities on an ongoing basis and we want to reiterate the importance of continually monitoring these operations. Over the years we have emphasized to our city clients the importance of these utility operations being self-sustaining, preventing additional burdens on general government funds. This would include the accumulation of net assets for future capital improvements and to provide a cushion in the event of a negative trend in operations. Water Fund The following graph presents five years of operating results for the Water Fund: Water Fund Year Ended December 31, $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 I $(500,000) 2003 2004 2005 2006 2007 M Operating Revenue Operating Expenses Operating Income (Loss) The Water Fund ended 2007 with net assets of $11,466,120, an increase of $424,734 from the prior year. Of this, $8,645,312 represents the investment in utility distribution system capital assets, leaving $2,820,808 of unrestricted net assets. Water Fund operating revenue was $2,039,679 for 2007, up $158,225 mostly due to an increase in rates during 2007. Operating expenses were $83,568 more than last year. As the graph above illustrates, operating income has improved dramatically in the past two years. -11- Sanitary Sewer Fund The following graph presents five years of operating results for the Sanitary Sewer Fund: Sanitary Sewer Fund Year Ended December 31, $3,500,000 $3,000,000 $2,500,000 $2,000,000 i$ �,SOO,000 $i,000,000 I $soo,000 I !I $(500,000) 2003 2004 2005 2006 2007 Operating Revenue I Operating Expenses Operating Income (Loss) The Sanitary Sewer Fund ended 2007 with net assets of $12,434,507, an increase of $920,348 from the prior year. Of this, $9,053,907 represents the inveshnent in the sanitary sewer capital assets, leaving $3,380,600 of unrestricted net assets. i Sanitary Sewer Fund operating revenues for 2007 were $3,272,528, about $179,954 higher than last year. Most of the increase relates to an increase in rates in 2007. Operating expenses for 2007 were $2,932,008, down $253,642 from the prior year. This decrease is mostly related to a one-time expense for past sewer charges provided by Metropolitan Council I Environmental Services that was settled and recorded in 2006. I �I -12- Storm Drainage Fund The following graph presents five years of operating results for the Storm Drainage Fund: Storm Drainage Fund Year Ended December 31, $1,600,000 $1,400,000 1 $1,200,000 $�,000,000 $goo,000 I I $600,000 $400,000 $200,000 2003 2004 2005 2006 2007 M Operating Revenue Operating Expenses Operating Income (Loss) The Storm Drainage Fund ended 2007 with net assets of $15,996,035, an increase of $573,328 from the prior year. Of this, $14,287,918 represents the investment in capital assets, leaving $1,708,117 of I unresh net assets. Storm Drainage Fund operating revenues for 2007 were $1,412,548, about $89,000 higher than last year. I Most of the increase relates to an increase in rates in 2007. I, Operating expenses for 2007 were $1,124,675, about $169,000 higher than the prior year. Much of this increase relates to a$193,563 increase in depreciation expense in the current year. This increase is related to the prior period adjustment the City made in 2007 to appropriately record capital assets to the Storm Drainage Fund. -13- OTHER ENTERPRISE FUNDS Liquor Fund I, The following graph presents five years of operating results for the Liquor Fund: Liquor Fund Year Ended December 31, $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 i y I 2003 2004 2005 2006 2007 i M Sales Cost of Sales Operating Expenses I Operating Income (Loss) I I The Liquor Fund ended 2007 with net assets of $1,668,484, an increase of $258,549 from the prior year. Of the net asset balance, $74,637 represents the investment in liquor capital assets, leaving $1,593,847 of unrestricted net assets. Liquor sales for 2007 were $5,474,634, about $316,000 (6.1 percent) more than last year. Sales have steadily increased over the last several years, increasing by about 61 percent since 2003. The Liquor Fund generated operating income of $317,055 in 2007, or about 5.8 percent of gross sales compared to 5.3 percent of gross sales in fiscal 2006. The Liquor Fund gross profit margin has been similar for the last several years ranging from 23.7 percent to 25.0 percent between 2003 and 2007. I Operating expenses for 2007 were $1,031,763, about $69,000 or 7.1 percent higher than last year. r -14- Earle Brown Heritage Center Fund The following graph presents five years of operating results for the Earle Brown Heritage Center Fund: Earle Brown Heritage Center Fund Year Ended December 31, $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 I $(1,000,000) 2003 2004 2005 2006 2007 I Sales and User Fees Operating Expenses M 1 Cost of Sales Operating Income (Loss) The Earle Brown Heritage Center Fund ended 2007 with net assets of $7,768,027, a decrease of $439,548 from the prior year. Of the net asset balance, $6,742,396 represents investments in heritage center capital assets, leaving $1,025,631 of unrestricted net assets. Earle Brown Heritage Center Fund sales and user fees for 2007 were $4,325,296, about $65,000 (1.5 percent) more than last year. Operating expenses for 2007 were $2,431,912, a decrease of $2,517 from the prior year. Although improving, this fund has shown an operating (loss) for each of the past five years. -15- Golf Course Fund The following graph presents five years of operating results for the Golf Course Fund: Golf Course Fund Year Ended December 31, $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $(50,000) $(100,000) 2003 2004 2005 2006 2007 l—� Operating Revenue Operating Expenses Operating Income (Loss) The Golf Course Fund ended 2007 with net assets of $921,122, a decrease of $58,073 from the prior year. Of this, $1,662,722 represents the investment in golf course land and capital assets, leaving a deficit of ($741,600) of unrestricted net assets. Golf Course Fund operating revenues for 2007 were $252,620, about $2,281 more than last year. Operating expenses for 2007 were $314,256, up $28,192 from the prior year. On an annual basis, this fund has had to borrow from other funds to fund cash flow needs. This interfund borrowing has increased to a total of $792,488 at December 31, 2007. I We recommend the City continue to monitor the financial results in this fund. We also recommend the City continue to update the long-range financial plan for this fund, including progress toward having adequate resources for the payback of interfund borrowing. -16- GOVERNMENT-WIDE FINANCIAL STATEMENTS The City's financial statements include fund-based information that focuses on budgetary compliance, and the sufficiency of the City's current assets to finance its current liabilities. The Governmental Accounting Standards Board (GASB) Statement No. 34 reporting model also requires the inclusion of two government-wide financial statements designed to present a clear picture of the City as a single, unified entity. These government-wide statements provide information on the total cost of delivering services, including capital assets and long-term liabilities. Statement of Net Assets The Statement of Net Assets essentially tells you what your city owns and owes at a given point in time, the last day of the fiscal year. Theoretically, net assets represent the resources the City has leftover to use for providing services after its debts are settled. However, those resources are not always in spendable i form, or there may be restrictions on how some of those resources can be used. Therefore, the Statement of Net Assets divides the net assets into three components: net assets invested in capital assets, net of related debt; restricted net assets; and unrestricted net assets. The following table presents the City's net assets as of December 31, 2007 for governmental activities and business-type activities: Governmental Business-Type Activities Activities Total Net assets Current and other assets 53,317,384 10,691,788 64,009,172 Net book value of capital assets 38,007,002 40,466,892 78,473,894 Current liabilities (4,606,886) (846,536) (5,453,422) Long-termliabilities (26,137,238) (26,137,238) Total net assets 60,580,262 50,312,144 110,892,406 Net assets Invested in capital assets, net of related debt 30,780,590 40,466,892 70,318,894 Restricted 21,738,515 21,738,515 Unrestricted 8,061,157 9,845,252 18,834,997 Total net assets 60,580,262 50,312,144 110,892,406 �f The City's total net assets at December 31, 2007 were $4,903,220 higher than at the beginning of the year not including a priar period adjustment to correct capital asset balances in fisca12007. The amount invested in capital assets, net of related debt increased by $5,014,262 in calendar 2007. Restricted and unrestricted net assets decreased about $228,000. At the end of the current fiscal year, the City is able to present positive balances in all three categories of net assets, both for the government as a whole, as well as for its separate governmental and business-type activities. The same situation held true for the prior fiscal year. -17- ACCOUNTING AND AUDITING UPDATES GASB STATEMENT NO. 43 FINANCIAL REPORTING FOR POST-EMPLOYMENT BENEFIT PLANS OTHER THAN PENSION PLANS AND GASB STATEMENT NO. 45 ACCOUNTING AND FINANCIAL REPORTING BY EMPLOYERS FOR POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS These related statements rovide new idance on accountin and financial r ortin of ost-em lo ment p g g P P Y benefits accounted for in hust funds included in the financial statements of plan sponsors or employers, and employer accounting and reporting for post-employment benefits other than pensions by employers when the plan is not accounted for in their financial statements. Other post-employment benefits (OPEB) refer to non-pension benefits provided after the termination of employment. One example of this type of benefit is healthcare premiums paid by employers on behalf of former employees. Governmental entities have traditionally accounted far OPEB on a pay-as-you-go basis. Only a few governments have funded these benefits in advance of payment. The guidance in these statements rests on the assumption that OPEB should be accrued as an expense as service is provided by employees. For governments offering OPEB, the cost would be recognized using a three-step approach. The government will be required to project future benefits, discount those benefits to their present value, then use an acceptable actuarial method to allocate costs to individual accounting periods. Once calculated, the difference between the present value of OPEB benefits earned by employees as the result of past service and resources set aside to pay those benefits will be considered the "unfunded actuarial liability for OPEB." Every employer will be allowed to start fresh at the time of transition to the new standard. 'There will be no requirement for an employer to recognize an accounting liability for under-funding prior to the implementation of the new standard. Instead, the unfunded actuarial accrued liability for OPEB at transition would be amortized over 30 years. As long as an employer funds the full amount of required contribution, no asset or liability will be reported on the Statement of Net Assets. However, an employer will need to report an asset or liability if the contributions are less or more than the annual required contribution each year. Nothing in the documents is intended to alter the normal application of modified accrual accounting in the governmental funds of the entity. Thus, OPEB expenditures normally would be recognized when payments are made to the former employees rather than when benefits are earned. The guidance will require that actuarial valuations for OPEB occur at least every two years for plans with 200 or more members, and every three years for plans with fewer than 200 members. A sole employer plan with fewer than 100 plan members has the option to apply a simplified alternative measurement method rather than obtain actuarial valuations. These statements will become effective in three phases based on the same criteria as those defined for the implementation of GASB Statement No. 34. GASB Statement No. 43 is phased in for cities over a three-year period, which started with category one cities in the fiscal year ended December 31, 2006. GASB Statement No. 45 is phased in over a three-year period, which started with category one cities in the fiscal year ended December 31, 2007. -18- I