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HomeMy WebLinkAboutCAFR-1991 COMPREHENSIVE ANNUAL FINANCIAL REPORT of the CITY OF BROOKLYN CENTER, MINNESOTA For The Year Ended December 31, 1991 GERALD G. SPLINTER CITY MANAGER Prepared by THE DEPARTMENT OF FINANCE Paul W. Holmlund, Director (Member of Government Finance Officers Association of the United States and Canada Citv of Brooklvn Center COMPREHENSIVE ANNUAL FINANCI,AL REPORT Year Ended December 31� 1991 TABLE OF CONTE NTS Exhibit Page Number Number I. INTRODUCTORY SECTION j Title Page Tab1e of Contents City Officials 1 I Organization Chart 2 City Manager's Letter 3 Finance Director's Letter 4- 12 Certificate of Achievement 13 I II. FINANCIAL SECTION Independent Auditors�s Report 14 A. General Purpose Financial Statements (Combined Statements Overview): Combined Balance Sheet Al1 Fund Types and Account Groups 1 16 17 Combined Statement of Revenues, Expenditures and Changes in Fund Balances All Governmental Fund Types 2 18 Combined Statement of Revenues, Expenditures and Changes in Fund Balances Budget And Actual General and Special Revenue Funds 3 19 Combined Statement of Revenues, Expenses and Changes in Retained Earnings Proprietary Fund Types 4 20 Combined Statement of Cash Flows Proprietary Fund Types 5 21 Notes to Financial Statements 22 50 Citv of Brooklvn Center COMPREHENSIVE ANNUAL FINANCIAL REPORT Year Ended December 31. 19y1 TABLE OF CONTENTS Statement/ Schedule Page Number Number B. Combining and Individual Fund Financial Statements: General Fund: Balance Sheet A-1 52 Statement of Revenues, Expenditures and Changes in Fund Balance Budget (GAAP Basis) and Actual A-2 53 Schedule_of Revenue Other Financing Sources Budget and Actual S-1 54 56 Schedule of Expenditures Com ared to Budget {GAAP Basis) P S-2 57 G2 Special Revenue Funds: Combining Balance Sheet B-1 64 Combining Statement of Revenues, Expenditures and Chan es i g n Fund Balances Budget and Actual B-2 65 66 Debt Service Funds: Combining Balance Sheet C-1 68 Combining Statement of Revenues, Expenditures and Changes in Fund Balances C-2 b9 Capital Projects Funds: Combining Balance Sheet D_1 �1 I Combining Statement of Revenues, Expenditures and Changes in Fund Balances D_2 �2 Project-Length Schedule of Construction Projects Capital Improvements Fund g-3 �g Project-Len th Schedule g of Construction Projects Municipal State Aid Construction Fund S-4 74 Project-Length Schedule of Cons truction Projects Special Assessment Construction Fund S-5 75 Citv of Brooklvn Center COMPREHENSIVE ANNUAL FINANCIAL REPORT, Year Ended December 31� 1991 TABLE OF CONTENTS, Statement/ Schedule Page Number Number Enterprise Funds: Combining Balance Sheet E-1 77 78 Combining Statement of Revenues, Expenses and Changes in Retained Earnings E-2 79 80 Combining Statement of Cash Flows E-3 81 82 Statement of Revenues, Expenses, and Changes in Retained Earnings Municipal Liquor Fund E-4 83 Statement of Revenues, Expenses, and Changes in Retained Earnings Golf Course Fund E-5 84 Statement of Revenues, E�enses, and Changes in Retained Earnings Earle Brown Heritage Center Fund E-6 85 Statement of Revenues, Expenses, and Changes in Retained Earnings Recycling Refuse Fund E-7 86 Statement of Revenues, Expenses, and Changes in Retained Earnings Water Utility Fund E-8 87 Statement of Revenues, E�enses, and Changes in Retained Earnings Sanitary Sewer Fund E-9 88 Statement of Revenues, Expenses, and Changes in Retained Earnings Storm Drainage Fund E-10 89 Internal Service Funds: Combining Balance Sheet F-1 91 Combining Statement of Revenues, Expenses and Changes in Retained Earnings F-2 g2 Co mbining Statement of Cash Flows F-3 93 Agency Funds: Statement of Changes in Assets and Liabilities Employee Deferred Compensation Fund G 95 General Fixed Asset Account Group: Schedule of Changes in General Fixed Assets By Sources S-6 97 Citv of Brooklvn Center COMPREHENSIVE ANNUAL FINANCIAL REPORT, Year Ended December 31 1991 TABLE OF CONTENTS Statement/ Schedule Page Number Number Schedule of General Fixed Assets By Function and Activity g_� 98 Schedule of Changes in General Fixed Assets By Function and Activity g_g 99 General Long-Term Debt Account Group: Comparative Schedule of General Long-Term Debt H 101 Summary of Debt Service Requirements to Maturity I 102 III. STATISTICAL SECTION Table Page General Governmental Expenditures by Function Number Number 1 104 General Governmental Revenues and Other Financing Sources By Source 2 105 Tax Levies and Tax Collections 3 106 Assessed Value and M arket Value of All Taxable Property 4 107 Direct and Overlapping Tax Rates and Tax Levies 5 108 Special Assessment Billings and Collections 6 109 Ratio of Net Bonded Debt to Assessed Value and Net Debt Per Capita 7 110 Computation of Legal Debt Margin g 111 Computation of Direct and Overlapping Debt 9 112 Ratio of Annual Debt Service Expenditures for General Bonded Debt to Total General Expenditures 10 113 Schedule of Water Revenu e Bond Coverage 11 114 Property Value and Construction 12 115 Principal Taxpayers 13 116 Schedule of Insurance Coverage 14 117-118 Demographic Statistics 15 119 Miscellaneous Statistical Facts 16 120-121 Citv of Brooklvn Center CITY OFFICIALS For the Year Ended December 31� 1991 E LECTED OFFICIALS Term of Office Term Expires Mayor Todd Paulson Four Years 12/31/94 Councilwoman Celia Scott Four Years 12/31/94 Councilman David Rosene Four Years 12/31/94 Councilman Gerald Pedlar Four Years 12/31/92 Councilman Philip Cohen Four Years 12/31/92 APPOINTED OFFICIALS City Manager Gerald G. Splinter City Clerk Gerald G. Splinter City Treasurer Paul W. Holmlund City Attorney Holmes Graven City Prosecutor Carson Clelland Department Heads: Finance Paul W. Holmlund Public Works Sy Knapp Police James Lindsay Fire Ronald Boman Planning Inspection Ronald Warren Recreation Arnold Mavis Assessing Liquor Stores Mark Parish Gerald Olson Personnel Coordinator Geralyn Barone EDA Coordinator Brad Hoffman City Engineer Mark Maloney Public Works Superintendent Richard Schwab Health Officer Duane Orn, M.D. Fire Marshall Ronald Boman Sanitarian Pam Foster Civil Defense Coordinator James Lindsay -1- ORGANIZATION CHART COUNCIL-MANAGER PLAN City of Brooklyn Center, Minneso#a ADVISORY CHARTER COMMISSION Various Ad Hoc Committees ELECTORATE (appointed by district court) ADVISORY Housing Commission CITY ATTORNEY ADVISORY CITY COUNCIL Human Rights 8� Resources Commission PERSONNEL COORDINATOR ADVISORY EDA COORDINATOR i Parks Recreation Commission CITY MANAGER I N I ADVISORY cmr C�ERK f DIRE R Planning Commission f ,q i EARLE Emergency BROWN Prepared- HERITAGE ness CENTER �DIRECTOR� �DIRECTOR� �DIRECTOR�� CHIEF DIRECTOR CHIEF MANAGER �DIRECTOR ASSESSOR� Planning of Finance of and Recreation Department Police ��viron- Volunteer Liquor Public Tax Inspection I Cit mental ��re Stores Works Assessment De artment Department De artment De artment P Treas�irer p P epartment� _i r� �a-- Health q r I I I I I Golf Recreation i ,r Course Programs Park Government Public Maintenance Buildings Engineering Street Utilities Centerbrook Community Division Division Division Division Division �'A �l _Center a CITY 6301 SHINGLE CREEK PARKWAY oF BROOKLYN CENTER, MINNESOTA 55430 B ROOK LY N TELEPHONE: 569-3300 C E N T ER FAX: 569-3494 EMERGENCY POLICE FIRE 911 June 8, 1992 HONORABLE MAYOR AND MEMBERS OF CITY COUNCIL CITY OF BROOKLYN CENTER I hereby transmit the Comprehensive Annual Financial Report of the City of Brooklyn Center for the fiscal year ended December 31, 1991. Minnesota Statutes and City Charter, Section 7.12, require that the financial statements of the City of Brooklyn Center be audited by the State Auditor or a certified public accountant selected by the City Council. This requirement has been complied with by the engagement of the firm of Deloitte and Touche and their report is included in the financial section of this report. This report has been prepared following the guidelines recommended by the Government Finance Officers Association of the United States and Canada. The Government Finance Officers Association awards Certificates of Achievement for Excellence in Financial Reporting to those governments whose Comprehensive Annual Financial Reports are judged to conform substantially with high standards of public financial reporting, including generally accepted accounting principles promulgated by the Governmental Accounting Standards Board. Our financial reports for the past eight years have received this award. It is my belief that the accompanying report meets program standards, and it will be submitted to the Government Finance Officers Association for review. Respec fu ly submitted ra d p in e City M ager c,TY 6301 SHINGLE CREEK PARKWAY BROOKLYN CENTER, MINNESOTA 55430 B ROOK LY N TELEPHONE: 569-3300 C ENTER FAX: 569-3494 EMERGENCY POLICE FIRE 911 June 8, 1992 Mr. Gerald G. Splinter City Manager City of Brooklyn Center Dear Mr. Splinter: The comprehensive annual financial report of the City of Brooklyn Center for the fiscal year ended December 31, 1991, is hereby submitted. Responsibility for both the accuracy of the data, and the completeness and fairness of the presentation, including all disclosures, rests with the government. To the best of our knowledge and belief, the enclosed data are accurate in all material respects and are reported in a manner designed to present fairly the financial position, results of operations, and cash flows of the various funds and account groups of the government. All disclosures necessary to enable the reader to gain an understanding of the government's financial activities have been included. The comprehensive annual financial report is presented in three sections: introductory, financial, and statistical. Included in the introductory section is this transmittal letter, the government's organizational chart and a list of principal officials. The financial section includes the general purpose financial statements and the combining and individual fund and account group financial statements and schedules, as well as the independent auditors' report on the general purpose financial statements and schedules. The statistical section includes selected financial and demographic information, generally presented on a multi year basis. The government is required to undergo an annual single audit in conformity with the provisions of the Sin le Audit Act of U.S. Office of Management and Budget C g cular A-128, Aud ts a of State and Local Governments. Information related to this single audit, including the schedule of federal financial assistance, findings and recommendations, and independent auditors' reports on the internal control structure and compliance with applicable laws and regulations, are issued as a separate report. �ui�an �'�II�'� The City provides the full range of municipal services contemplated by statute or charter. This includes public safety (police and fire), streets, sanitation, health and social services, culture- recreation, public improvements, planning and zoning, and general administrative services. The City also operates three off-sale liquor stores, a public water and sewer utility, a golf course, and a convention center known as the Earle Brown Heritage Center. Net revenue produced in excess of working capital requirements by the municipal liquor stores operations have been used toward financing current expenditures and capital outlays of.the General Fund. REPORTING ENTITY In accordance with Governmental Accounting Standards Board pronouncements, the City's financial statements include all funds, account groups, departments, agencies, boards, commissions, and other organizations over which City officials exercise oversight responsibility. Oversight responsibility includes such aspects as appointment of governing body members, budget review, approval of property tax levies, outstanding debt secured by the City�s full faith and credit or revenues, and responsibility of funding deficits. As a result of a 1 i pp y ng this criteria, certain organizations have been included or excluded from the City's financial statements, as ollows: INC LtTDF D. Housing and Redevelopment Authorit Authority in and for the City of Br o C nter EDA Development Y HRA and EDA were created by the City to provide housing and redevelopment assistance to Brooklyn Center citizens. They provide this assistance through the administration of various programs. Inasmuch as their governing boards are appointed by the City Council, the Council reviews and approves tax levies, the City provides major community development financing for their activities, and the City Manager is the Executive Director, they are considered to be component units for the City. I EXCLUDED• The Brooklyn Center Fire Department Relief Association. This association is organized as a non-profit organization by its members to provide pension and other benefits to such members in accordance with Minnesota statutes. The board of directors is elected by the membership of the organization. Al1 funding is conducted in accordance with Minnesota statutes, whereby state aids flow to the association, tax levies, if necessary, are determined by the association and are only reviewed by the City, and the association pays benefits directly to its members. Because the -5- i association is able to fu nd its programs independently of the City, it is excluded from the reporting entity. �i Independent School District No. 286 (Earle Brown) Independent School District No. 279 (Osseo) Independent School District No. 281 (Robbinsdale) Independent School District No. 11 (Anoka) Independent School District No. 287 (Suburban Hennepin County Area Vocational Technical Institute) These districts, like all school districts in Minnesota are completely independent of any other governmental entity. They have their own elected Board of Education, levy their own taxes and prepare and issue their own financial reports. ECONOMIC CONDITION AND OUTLOOK Brooklyn Center is a first rin suburb g on the north-west corner of Minneapolis. Its commercial district is anchored by the Brookdale Shopping Center which was built in the 1960s. Other retail and commercial businesses have grown up around the center and vacant land exists to the northeast for a substantial amount of additional business development. The business district is located at the intersection of four maj or highways which make it a very attractive location. Commercial development has been hurt by the soft national market for real estate. In spite of this, there has been some commercial construction, including an Olive Garden Restaurant, and additions to the Marquette Bank and the Johnson Controls industrial building. The reatest g threat to the City s financial condition seems to come from the State of Minnesota. The state appears to have made open ended commitments to health care, nursing home care, and welfare. These programs are experiencin ra idl increasin g P Y g costs, causing annual budget crisis for the state. Even though the portion of the sales taxes collected by the state and shared with cities represent only about 5% of the state budget, that is where it appears the state turns first to make cuts. This always happens after the cities have set their budgets, leaving them no chance to raise other revenues. For 1992, instead of cutting the shared taxes, the state is extending the sales tax to city purchases. MAJOR INITIATIVES During 1990, the city began reconstruction of 69th Avenue North, a major collector street on the north side of the city. This four year, $6,000,000 project will widen the street to provide a center left turn lane, right turn lanes, better through traffic capacity, and buffer strips between the street and neighborhood. Solving the bottleneck condition which has existed will improve the City's transportation network. State aid street bonds in the amount of $3,000,000 were sold in September 1991 to help fund the project. Other major funding is from state shared gasoline taxes. -6- The City of Brooklyn Center, along with three nei hborin cities joined to form the North Metro Convention Bureau. Revenues for the Bureau come from a 3� lodging tax on all hotel and motel rooms in the four cities. The Bureau's purpose is to promote conventions, many of which use the facilities of the Earle Brown Heritage Center. Conventions also generate business for the five hotels, and the many restaurants and retail stores in and around the Brookdale shopping center. In order to understand the changing needs of its population, the City of Brooklyn Center authorized Maxfield Research Group to conduct an extensive study of the housing market in the community and changes which are impacting the community's ability to retain and attract households. This study presents an extensive survey of neighborhoods, demographic and housing market data analysis, survey of apartments, and interviews with persons knowledgeable about the housing market. From the findings, strategies are suggested for maintaining and improving the marketability of neighborhoods and serving the changing needs of residents. As a result of this study, the City has added a housing coordinator and launched a new program to redevelop blighted houses in older neighborhoods. Funding is from the H.R.A.'s tax revenue and the interest off a$1,000,000 account that was set aside from surplus funds from a debt service fund. The City again retained Maxfield Research Grou in 1991 to stud P offic e Y retail, industrial and hospitalit markets and Y make recommendatio ns. Five districts have been evaluated due to thei r ro mine P nce in the community, and perceived under utilization. The study identified numerous opportunities for redevelopment, mostly for industrial sites, which will be ursued p in the comin ears. 9 Y FINANCIAL INFORMATION Management of the government is res onsible for maintainin a P establishing and g n internal control structure designed to ensure that the assets of the government are protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for the pre aration of P financial statements in conformity with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that: (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the valuation of costs and benefits requires estimates and judgments by management. Sinale A udit.. As a recipient of federal, state and county financial assistance, the government also is responsible for ensuring that an adequate internal control structure is in plaee to ensure compliance with applicable laws and regulations related to those programs. This internal control structure is subject to periodic evaluation by management and the independent auditors. -7- As a part of the government's sin le audit g described earlier, tests are made to determine the adequacy of the internal control structure, including that portion related to federal financial i assistance programs, as well as to determine that the government has complied with applicable laws and regulations. The results of the government's single audit for the fiscal year ended December 31, 1991 provided no instances of material weaknesses in the internal control structure or significant violations of applicable laws and regulations. Budctetina Controls. In addition the overnment g maintains budgetary controls. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by the government's governing body. Activities of the general fund and special revenue funds are included in the annual appropriated budget. Project-length financial plans are adopted for the capital projects funds. The level of budgetary control (that is, the level at which expenditures cannot legally exceed the appropriated amount) is established by department. Appropriations lapse at year end and generally are not reappropriated as part of the following year's budget. As demonstrated by the statements and schedules included in the financial section of this report, the government continues to meet its responsibility for sound financial management. General Fund Functions. The following schedule presents a summary of general fund revenues for the fiscal year ended December 31, 1991 and compares them to 1990. General Fund Revenues Other Financinc{ Sources Increase of -Decrease 1991 Total 1990 From 1990 Taxes $4,274,089 43.5% $3,854,798 419 291 License permits 311,751 3.2% 297,495 14,256 Intergovernmental revenue 2,926,570 29.8% 3,201,888 -275,318 Charges for services 881,213 8.9% 919,537 -38,324 Court fines 202,090 2.0� 215,804 -13,714 Misc revenues 360,800 3.7% 443,623 -82,823 Other financing sources ___877,4�� 8.9°s 174,925 702,552 TOTAL $9,833,990 100.0% $9,108,070 725,920 The large decrease in inter ov g ernmental revenue is the result of a decision by the State of Minnesota to decrease its local government aid. By the mechanism of the levy limitation laws, this in turn -8- forces there to be a large increase in the Cit 's ro ert tax xevenues. Other financing sources increased because he City, for the first time in 1991, issued $700,000 of certificates of indebtedness to finance capital outlays. The following schedule presents a summary of general fund expenditures for the fiscal year ended December 31, 1991 and compares them to 1990. General Fund Expenditures Increase of -Decrease 1991 Total 1990 From 1990 General Government $1,591,108 16.0% $1,570,143 $20,965 Public Safety 3,950,862 39.8% 3,474,108 476,754 Public Works 1,827,052 18.4% 1,866,847 -39,795 Community Services 104,706 1.0% 114,633 -g,g2� Parks Recreation 1,870,385 18.8% 1,842,294 28,091 Economic Development 177,179 1.8% 169,942 7,237 Non-Departmental 414,149 4.2� 396,550 17,599 TOTAL $9 935 441 100.00 $9,434,517 $500,924 Public Safety expenditures for the Police De a p rtment were increased by the addition of two police offices, part time clerical employees, and a domestic abuse coordinator. Supplies, contractual services, and capital outlays were all increased to support the higher overall level of activity. The Fire Department purchased a new pumper at a cost of $269,748. GENERAL FUND BALANCE When the 1991 General Fund budget was adopted by the City Council, a portion of the fund balance in the amount of $289,525 was dedicated to finance the 1991 appropriations. The fund balance actually decreased by only $101,451 or 1.95% in 1991. The ending fund balance of $5,108,575 is the equivalent of five months of expenditures for the 1992 budget. General property taxes and intergovernmental revenue represent 65% of the budgeted general fund revenue for 1992. The State of Minnesota has structured city finances so all of these revenues are received in the second half of the fiscal year. Minnesota cities typically receive as little as 10% of their revenues in the first six months of the year. In recognition of this fact, a portion of the fund balance is being designated for working capital. The unreserved, undesignated fund balance has decreased to zero as a result of this designation. The City compensates all employees u on termin P ation for unused vacation and one third of unused sick time. Such pay is accrued as a liability and an expenditure/expense as it is earned in all funds. -9- ENTERPRISE OPERATIONS The City's enterprise operations are comprised of seven separate and distinctive activities: Liquor stores, Golf Course, Earle Brown Heritage Center, Recycling, Water utility, Sanitary Sewer utility, and Storm Drainage utility. The liquor operation is composed of three stores. Two are city owned and one is leased. In May 1989 a new long-term lease was signed for the third store and it was remodeled to improve visibility and access. Sales and profits at this store have improved as a result of the remodeling. Centerbrook Golf Course began operating in 1988 and began operating at a profit in 1990. Green fees have been increasing each year to keep pace with inflation. Expectations are for the golf course to continue to be profitable and it has begun to pay back its construction loan. The Ear1e Brown Heritage Center is a pioneer farmstead which has been historically preserved and restored as a modern multipurpose facility. Its convention center can host conferences, trade shows, and concerts seating 1,000 people in either banquet or theater style. The Inn On The Farm is a bed and breakfast with eleven rooms available to complement convention activities or to be rented individually. Several of the barns have been restored as unique office settings which have found a niche in the market. The dwindling supply of landfill space for the disposal of garbage has become a major concern in Minnesota. State and count mandate goals for the diversion of arba e to rec clin y d 9 9 y g programs took effect in 1989. In response, the City opened a Recycling and Refuse Fund as an enterprise fund. So far it is operating a recycling program. Expansion into garbage collection will take place when there is clear advantage to be achieved by it. Goals for the recycling program are being met. The Water and Sanitary Sewer utilities are largely developed and already reach all parts of the City. Rates for both water and sanitary sewer are being increased each year to cover inflation and the need for new capital outlays. Three fourths of the sewer operating expenses are fees paid to the Metro Waste Control Commission for sewage treatment and those fees increased 8.6� in 1991. Increasing operating expenses and decreasing investment earnings are lowering net income for these funds. Planned rate increases should be sufficient to keep them both profitable. During the 1980s, the State of Minnesota passed legislation that requires cities to take greater responsibility for controlling st orm wat er runoff. In res onse to this P the Cit created a St Drai y na e U tilit Fund. g y Its fee structure is based u o n the amou p nt of water discharged into the storm sewer system. During the first I� two years, this utility will concentrate on doing an engineering study to determine where problems exist with the existing system of storm sewers and the storm water runoff they need to handle. Then I construction of holding ponds and sewer facilities will ha en. I� PP -10- AGENCY FUND The Deferred Compensation Agency Fund accounts for the I.C.M.A. Retirement Corporation plan with a market share value totaling $2,046,095 for City employee plan members at year end. DEBT ADMINISTRATION At December 31, 1991, the City had eight debt issues outstanding. These issues included $610,000 of general obligation bonds, $450,000 of certificates of indebtedness, $3,000,000 of state aid street bonds, $11,775,000 of tax increment debt with government commitment, $530,000 of special assessment debt with a contingent liability and $45,000 of water revenue bonds. The City has an A-1 rating from Moody's Investors Service. Under current state statutes, general obligation bonded debt issuances are subject to a legal limitation based on 2.0 percent of total estimated value. As of December 31, 1991, the general obligation bonded debt of $610,000 was well below the legal limit of $20,422,759 and debt per capita equalled $4.29, compared to $17.40 at December 31, 1990. Two bond issues were sold during the year. They were General Obligation Tax Increment Bonds for $6,050,000 and General Obligation State Aid Street Bonds for $3,000,000. Certificates of Indebtedness were sold for the first time in 1991 to finance the purchase of capital equipment in the General Fund. These $700,000 certificates will be repaid over three years from property taxes. CASH MANAGEMENT The Finance Department keeps abreast of current trends and procedures for cash management and forecasting so as to insure efficient and profitable use of the City's cash resources. Cash is invested only in investments authorized by Minnesota Statutes Chapter 475. The yield on investments ranged from a high of 12.0 percent to a low of 4.25 percent. Interest earned during 1991 amounted to $2,139,499 compared to $2,283,402 during 1990. The City's written investment policy is to minimize credit and market risk, while maintaining a competitive yield on its portfolio. All deposits were either insured by federal depository insurance or collateralized. At year end, all deposits were collateralized. Cash b alances for all funds of the City are maintained on a combined basis and invested to the extent ossible i p n short term securities. Earnings from securities are allocated to the various funds in proportion to their relative cash book balances. In the recent past, the City hasn't needed to use any short-term debt and doesn't anticipate such a need in the future. RISK MANAGEMENT The City insures all significant risk. A schedule of such insurance is included in the Statistical Section. -11- INDEPENDENT AUDIT The City Charter and State Statutes require the Council to provide for an audit of the financial transactions of the Cit Deloitte Touche has been retained for that ur ose and their opinion has been included in this report. �alified CERTIFICATE OF ACHIEVEMENT The Government Finance Officers Association. of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Brooklyn Center for its comprehensive annual financial report for the fiscal year ended Deeember 31, 1990. In order to be awarded a Certificate of Achievement for Excellence in Financial Reporting, a governmental unit must publish an easily readable and efficiently organized comprehensive annual financial report, whose contents conform to program standards. Such reports must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe our current report continues to conform to Certificate of Achievement Program requirements, and we are submitting it to GFOA to determine its eligibility for another certificate. ACKNOWLEDGEMENTS The preparation of this report on a timely basis could not be accomplished without the efficient and dedicated services of the entire staff of the Department of Finance. We would like to express our appreciation to all members of the Department, with special recognition to Tim Johnson, Accountant. We would also like to thank the Mayor, Council members and the City Manager for their interest and support in planning and conducting the financial operations of the City in a responsible and progressive manner, and the independent auditors for their valuable and willing assistance. Respectfully submitted, �a�, w. �I- Paul W. Holmlund Director of Finance I� �1 a�,aa,r, Charles R. Hansen Assistant Director of Finance -12- Certlfl t o f ca e Achlevement f r Ex n o ce e ce �z in Fin�ancia_ Ae�ortln g Presented to City of Brook�yn Center, Mlnnesota For its Comprehensive Annual J Financial Keport for the Fiscal Year Ended December 31, 1990 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Govemment Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports (CAFF�s) achieve the highest standards in government accounting and financial reporting. ��;,E OFFj�,� u� ANDSfA1ES y N O d ca�nanm, President "'��F.KY. �ti O �IlCA6� Executive Director Deloitte Touche 900 Pillsbury Center Telephone: (612) 333-2301 Minneapolis, Minnesota 55402-1483 Facsimile: (612) 375-5418 INDEPENDENT AUDITORS' REPORT The Honorable Mayor and Members of the City Council of the City of Brooklyn Center, Minnesota We have audited the accompanying general purpose financial statements of the City of Brooklyn Center, Minnesota (the City) as of December 31, 1991 and for the yeaz then ended, listed in Section II of the foregoing table of contents. These general purpose financial statements are the responsibility of the City's management. Our responsibility is to express an opinion on these general purpose financial statements based on our audi� We conducted our audit in accordance with generally accepted auditing standards and Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatemenG An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, such general purpose financial statements present fairly, in all material respects, the financial position of the City of Brooklyn Center, Minnesota at December 31, 1991 and the results of its operations and cash flows of its proprietary fund types for the year then ended in conformity with generally accepted accounting principles. Our audit was conducted for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The accompanying combining and individual fund and account group financial statements and schedules listed in the foregoing table of contents, which are also the responsibiliry of the City's management, are presented for purposes of additional analysis and are not a required part of the general purpose financial statements of the City. Such financial statements and schedules have been subjected to the auditing procedures applied in our audit of the general purpose financial statements and, in our opinion, are fairly stated in all material respects when considered in relation to the general purpose financial statements taken as a whole. Apri110,1992 Membe� nn� �:::International C' ity of Brooklyn Center, Minnesota GENERAL PURPOSE FINANCIAL STATEMENTS The general purpose financial statements are intended to provide a financial overview of municipal operations. These reports are at a summary level and include that data needed to control and analyze current operations to determine compliance with legal and budgetary limitations and to assist in the financial planning process. -15- City of Brooklyn Center EXHIBIT 1 All Fund Types and Account Groups COMBINED BALANCE SHEET (Continued next page) December3l, 1991 Fiduciary Totals Governmental Fund Types Proprietary Fund Types Fund Types Account Groups (Memorandum Only) General Generai Special Debt Capital Internal Fixed Long-Term December 31, General Revenue Service Proiects Enter�rise Service Anencv Assets Debt 1991 tg9p ASSETS Caeh, cash equivalents and temporary cash investments (Notes 2 3) $6,235,869 $62.481 $3,599,268 $12,825,626 $4,287.897 $961.188 $27,772.330 $24.372,047 Receivables: Accounts 42,804 2,020 707,817 752,241 575,504 Delinquent Taxes (Note 11) 189,847 55,078 5,157 Special assessments: 249.882 221,097 i Deferred 33,963 797,085 1,330,718 105,688 2,267,454 2,577,218 F"' Delinquent 1,440 8,700 22,22g 2,g9p Due from other funds (Note 12) 35,05B 36,880 86,922 68,922 156,109 Due from other governments 15,284 66,922 810,559 118,117 1,010,882 1,891,563 Inventories and supplies (Note 1 G) 315,085 315,085 327,197 Prepaid expenses 125,186 125,186 107,942 Interfund advances {Note 12) 105,074 1,929,964 2,035,038 2,031,294 Restricted investments (Note 6) 1,000,000 4,121,755 5,121,755 4,123,510 Investments for deferred compensation plan at market (Note 14) $2,048,095 2,048,095 1,793,006 Property, plant and equipment (Note 4) 32,291,919 $14,243,174 46,535,093 44,467,819 Less accumulated depreciatlon (6,482,85� (6,462,65� (5,806,036) Amount available in Debt Service Funde Amount to be provided for General Long- $3,634,878 3,634,878 4,588,753 Term Debt 12,730,122 12,730,122 2,986,247 Total Assets $6,588,478 $166,g26 $4,460,132 $17,791,172 $35,613,297 $981,188 $2,046,095 $14,243,174 $16,365,000 $98,235,382 $84,430,248 -s---�--- ====a==�= =====s=== (See notes to financial statements) City of Brooklyn Center EXHIBIT 7 All Fund Types and Account Groups COMBINED BALANCE SHEET (Continued from prior page) December 31, 1991 Fiduciary Totals Governmental Fund Types Proprietary Fund Types Fund Types Account Groups (Memorandum Only) General General Special Debt Capital Internal Fixed Long-Term December 31, LIABILITIES, EQUITY AND OTHER CREDITS General Revenue Service Pro'ects Enter�rise Service Apency Assets Debt 19g1 1g9p Liabilities Accounts payable $510,289 $6,863 $215,401 $505,275 $1,237,828 $1,171,096 Due to other funds (Note 12) 66,922 66,922 156,109 Accrued salaries and wages 286,020 29,952 $196,869 512 841 261 994 Accrued vacation 8 sick pay (Note 1 J) 520,012 39,485 559,497 518,375 Temporary improvement notes (Note 3) 1,779,215 1,826,246 8,000 3,413,461 8,456,B58 Deferred revenue 163,582 35,403 $825,254 2,168,660 3,192,899 4,357,753 Interfund advancee 698,143 1,336,894 2,035,037 2,031,294 Revenue bonds payable (Notes 5� 6) 45,000 45,000 90,000 General obligation bonds payable (Note 5) $1,060.000 1,060,000 950,000 State aid street bonds payable (Note 5) 3,000,000 3,000,000 Specfal assessment bonds payable (Note 5) 530,000 530,000 745,000 Tax increment bonds payable (Note 11,775,000 1 t,775,000 5,880,000 Deferred compensation funde held for participants (Note 14) -_Y $2,048,095 2,048,095 1,793,008 Total Liabilities 1,479,903 2,586,546 825,254 4,010,307 1,964,608 196,869 2,048,095 18,365,000 29,474,580 26,391,285 Eauitv and Other Credits Contributed capital (Note S) 22,087,103 22,087,103 22,008,877 Invested in general fixed aseete $14,243,174 14,243,174 13,831,847 Retained earnings: Reserved: Debt retirement (Note 6) 121,755 121,755 123,510 Special assessments 108,378 108,378 98.178 Plant expansion (Note B) 4,000,000 4,000,000 4,000,000 Unreserved 7,351,455 784,319 8,115,774 6,803,355 Fund Balances (Deficits): Reserved: Debt service 3,634,878 3,634,878 4,588,753 Unexpended appropriations 1,142,851 1,142,651 878,925 Dedicated housing account 1,000,000 1,000,000 Interfund loane 105,074 1,929,964 2,035,038 2,081,294 Bond proceeds 2,082,073 2,062,073 Unreserved: Designated: Working capital 4,656,444 4,656,444 4,778,969 I Unexpended appropriations 347,057 347,057 325,983 Undesignated (2,419.720) 7,648.177 5,226,457 (1,278.328) Total Equitv and Other Credite 5,108,575 (2,419,720) 3,834,878 13,780,885 33,648,891 784,319 14,243,174 88,780,782 58,038,983 TOTAL LIABILITIES, EQUITY OTHEH CREDITS $6,588,478 $168,826 $4,460,132 $17,791,172 a35,613,297 5881,188 $2,046,095 a14,243,174 $18,385,000 $98,235,362 $84,430,248 ==s: �====�==a�:===___�___�___�_____ �5�� C��S���S �S��ZS�� ��S��S ������5'd �S��S��� ����C��� �����C�� ������3 S�S��ffi� 5 (See notes to financial statements) I City of Brooklyn Center EXHIBIT 2 All Govemmental Fund Types COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES For the Year Ended December 31, 1991 Totals Special Debt Capital (Memorandum Only) Revenues General Revenue Service Proiects 1991 199p Taxes and special assessments $4,274,089 $1,394,324 $1,037,782 $474,990 $7,181,185 $5,900,442 Licenses and permits 311,751 311,751 297,495 Intergovernmental 2,926,570 180,440 128,939 1,836,213 5,072,162 4,823,715 Charges for services gg1,2�3 qg,7qq 930,957 1,323,691 Court fines 2p2,pgp 202,090 215,804 Investment earnings 323,106 346 266,896 824,793 1,415,141 1,545,524 Miscellaneous 37,694 253,069 290,783 155,qgg Total Revenues 8,956,513 1,624,854 1,433,617 3,389,065 15,404,048 14,362,140 Exuenditures Current: General government 1,591,108 Public safety 1.591.108 2,013,135 3.950,862 3.950,862 3,474,108 Public works �,g27,p52 1,827,052 1,929,950 Community health services 104,706 104,706 114.633 Parks and recreation 1,870,385 56,310 1,926,695 1,947,153 Economic development 177,179 82,574 318,289 578,042 5,431,068 Non-departmental 414,149 414,149 396,550 Capital outlay 380,729 2,416,189 2,796,918 3,805,644 Debt service: Principal retirement 940,000 940,000 530,000 Interest and fiscal charges 2pg,qqg 75p,pg7 �35,pgq 1,� �5,027 740,837 Totai Exnenditures 9,935,441 749,059 1,890,287 2,869,772 15,244,559 20,383,078 Excess/Deficiencv(-) of Revenues Over Exoenditures (978,928) 875,795 (256,670) 519,293 159,490 (6,020,938) Other Financina Sources or Uses(-1 Operating transfers in 177,477 1,266,100 629,454 2,073,031 2,908,529 Operating transfers out (1,743,29� (540,864) (2,284,261) (3,228,229) Sale of bonds 5,996,855 3,000,000 8,996,855 Sale of certificates of indebtedness 700,000 700,000 Total Other Financina Sources or Usesf-1 877,477 4,253,558 1,266,100 3,088,490 9,485,625 (319,700) Excess or Deficiencv(-1 of Revenues and Other Sources Over 6coenditures and Other Uses Before Cumulative Effect of Accountina Chanae (101,451) 5,129,353 1,009,430 3,607,783 9 645 115 6 ,340,638 I Cumulative Effect of Accounting Change (Note1� (1,633,835) Excess or Deficiencv(-1 of Revenues and Other Sources Over Exoenditures and Other Uses and Cumulative Effect of Accountina Chans�e (101,451) 5,129,353 1,009,430 3,607,783 9,645,115 (7,974,473) Fund Balances (Deficitsl Januarv 1 5,210,026 (7,549,073) 4,588,753 8,209,777 11,173,596 19,180,668 Oecrease in reserve for inventories E uit tra �32,599) q y nsfers (1,963,305) 1,963,305 Fund Balances (Deficits) December 31 $5-108,575 ($2,419,720) $3-634,878 $13,780,865 $20,818,711 $11,173,5gg (See notes to financial statements) -I$- City of Brooklyn Center EXHIBIT 3 General and Special Revenue Funds COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL For the Year Ended December 31, 1991 General Fund Special Revenue Funds Actual Over Actual Over Under(-) Under(-) Budpet Actual Budoet Buds�et Actual Bud et Revenues Propertytaxes $4,406,902 $4,274,089 ($132,813)� $1,086,000 $1,394,324 $308,324 Licenses and permits 315,000 311,751 (3,249) Intergovernmental 2,951,941 2,926,570 (25,371) 195,000 180,440 (14,58Q) Charge fw eervices 888,145 881,213 (6,932) 70,000 49,744 (20,256) Court fines 285,000 202,090 (82,910) Investmentearnings 325,000 323,106 (1,894) Miscelianeous 22,218 37,694 15,476 3qg 346 Total Revenues 9,194,206 8,956,513 (237,693) 1,351,000 1,624,854 273,854 Exoenditures Current: General government 1,657,105 1,591,108 (65,99� Public safety 4,064,513 3,950,882 (113,651) Public works 1,900,241 1,827,052 (73,189) Communityhealth services 127,391 104,706 (16,685) Parksandrecreation 1,961,570 1,870,385 (91,185) 90,000 56,310 (33,690) Economic development 183,000 177,179 (5,821) 20,000 82,574 62,574 Non-departmentat 455,511 414,149 (41,362) Capital outlay 332,556 380,729 48,173 Interest and fiscal charges 100,000 229,446 129,446 Total F�c�enditures 10,343,331 9,935,441 (407,890) 542,556 749,059 206,503 Excess or Deficiencv(-) of Revenues Over Exoenditures (1,149,125) (978,928) 170,197 808,444 875,795 67,351 Other Financina Sources or Usesf-1 Operating transfers in 159,600 177,477 17,877 Operating transfers out Safe of bonds (1.484,432) (1,743,29� (258,86� 6,050,000 5,996,855 (53,145) Sale of certificates of indebtedness 700,000 700,000 Total Other Financinn Sources or Usesf-) 859,600 877,477 17,877 4,565,568 4,253,558 (312,010) 6ccess or Deficienev(-) of Revenues and Other, Sources Over Exoenditures and Other Uses (289,525) (101,451) 188,074 5,374,012 5,129,353 (244,659) Fund Balances (Deficitsl Januarv 1 5,210,026 5,210,026 (7,549,073) (7,549,073) I Fund Balances (Deficits) December 31 $4,920,501 $5,108,575 $188,074 ($2,175,061) ($2,418,720) ($244,859) (See notes to financial statements) -19- City of Brooklyn Center EXHIBIT 4 Proprietary Fund Types COMBINED STATEMENTS OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1991 Internal Totals Enterprise Service (Memorandum Only) Ooeratinq Revenues Funds Fund 1991 1990 Sales and user fees $6,471,067 $6,471,067 $5,408,325 Cost of sales 2,053,165 2,053,165 1,891,899 Net O�eratinQ Revenues 4,417,902 4,417,902 3,516,426 Operatinq�enses Personal services 1,178,867 $19,678 1,198,545 902,807 Supplies 203,955 203,955 178,070 Other services 2,591,627 2,591,627 2,135,359 Insurance 42,280 42,280 47,650 Utilities 256,339 256,339 276,047 Rent 51,744 51,744 316,041 Depreciation 752,106 752,106 532,704 Total O�r�eratinq Expenses 5,076,918 19,678 5,096,596 4,388,678 Ooeratinq Income or Lossf-1 (659,016) (19,678) (678,694) (872,252) Non-Operatinq Revenues or Expenses Investment earnings 654,474 69,884 724,358 810,290 Special assessments (for service hookups and delinquencies) 45,853 45,853 25,530 Intergovernmentaf revenue 71,862 71,862 40,877 Oiher revenue 2,537 2,537 20,047 Interest and fiscal agent fees (90,816) (90,816) (90,931) Non-Operatina Totals 683,910 69,884 753,794 805,813 50 206 66 439 Income Before Operatinp Transfers 24 894 75 100 Operating Transfers In 359,125 359,�25 429,700 Operating Transfers Out(-) (147,895) (147,895) (110,000) Net Income 236,124 50,206 286,330 253,261 Depreciation on contributed assets that, reduces contributed capital 320,421 320,421 127,390 Retained Earninas Januarv 1 _y1,025,043 714,113 11,739,156 11,358,5Q5 Retained Earnings December 31 $11,5g1,5gg $764,319 $12,345,907 $11,739,156 (See notes to financial statements) -20- City of Brooklyn Center EXHIBIT 5 Proprietary Fund Types COMBINED STATEMENT OF CASH FLOWS For the Year Ended December 31, 1991 Internal Totals Enterprise Service (Memorandum Only) Cash flows from operatinq activities: Funds Fund 1991 1990 Operating income(loss) ($659,016) ($19,678) ($678,694) ($872,252) Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating actvities: Depreciation 752,106 752,106 532,704 Increase (decrease) in assets and liabilities Accounts receivable (169,583) (169,583) 9,117 Inventories 12,112 12,112 (72,933) Prepaid expenses (17,244) (17,244) (5,692) i Accounts payable 115,929 115,929 191,785 Accrued salaries and leave 37,646 37,646 (20,062) Accrued health insurance liability 12,972 12,972 183,897 Total adiustments 730,966 12,972 743,938 818,816 Net cash provided bv (used for) o�eratina activities 71,950 (6,706) 65,244 (53,436) Cash flows from noncaoital fina�cina activities: Net borrowings(repayments) under revolving loan arrangement (46,25� (46,25� (63,775) i Interest paid on revolving loan (87,121) (87,121) (85,506) Other non-o eratin income I P 9 48,390 48,390 45,577 Operating grants received 71,g62 71,862 40,877 Operating transfers in 359,125 359,125 429,700 I Operating transfers out (147,895) (147,895) (110,000) Net cash provided bv noncaoital financina activities 198,104 198,104 256,873 Cash flows from caoital and related financina activities: Capital contributions in aid of construction 378,847 378,847 10,827,775 Acquisition and construction of capital assets 1 752 g42 1 7 2 2 5 84 11 423 582 Principal paid on revenue bonds (45,000) (45,000) (45,000) Interest paid on revenue bonds (3,695) (3,695) (5,425) Proceeds from sale of equipment 1,710 1,710 1,515 Net cash used for caoital and relatPd financinq aciivities (1,420,980) (1,420,980) (644,71� Cash flows from investina activities: Interest on investments 654,474 69,884 724,358 810,290 I Change in restricted assets 1,755 1,755 1,755 Net cash orovided by investinq activities 656,229 69,884 726,113 812,045 Net increase (decrease) in cash and cash equivalents (494,69� 63,178 (431,519) 370,765 Cash, cash eauivalents and temporarv cash irtvestrr�ents at beainrtino of vear 4,782,594 898,01 Q 5,680,604 5,309,839 Cash, cash equivalents and temporary cash investments at end of year $4,287,897 $961 $5-249_085 $5_680_604 ____________________________________�ss= (See notes to financial statements) -21- Citv of Brooklvn Center NOTES TO FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31. 1991 Note 1: Summarv of Sianificant Accountina Policies A. Rebortina Entitv The City's financial statements include all funds, account groups, departments, agencies, boards, commissions, and other organizations over which City officials exercise oversight responsibility. Oversight responsibility includes such aspects as appointment of governing body members, budget review, approval of property tax levies, responsibility for funding deficits, and outstanding debt secured by the City's full faith and credit or revenues. As a result of applying the entity definition criteria of the Governmental Accounting Standards Board, certain organizations have been included or excluded from the City's financial statements, as follows: Included: Housing and Redevelopment Authority (HRA) and Economic Development Authority (EDA) in and for the City of Brooklyn Center. HRA and EDA were created by the City to provide housing and redevelopment assistance to Brooklyn Center citizens. They provide this assistance through the administration of various programs. Inasmuch as their governing board is appointed by the Cit Council the Council reviews and a y pproves tax levies, the City provides major community development financing for their activities, and the City Manager is the Executive Director, they are considered to be component units for the City. Excluded: The Brooklyn Center Fire Department Relief Association. The Association is organized as a non-profit organization by its members to provide pension and other benefits to such members in accordance with Minnesota statutes. The board of directors is elected by the membership of the organization. All Funding is conducted in accordance with Minnesota statutes, whereby state aids flow to the Association. Tax levies, if necessary, are determined by the Association and are only reviewed by the City, and the Association pays benefits directly to its members. Because the Association is able to fund its programs independently of the City, it is excluded from the reporting entity. State Aid insurance -22- Note 1: Summarv of Sicrnificant Accountinq Policies (continued A. Re�ortina Entitv (continued) premium tax in the amount of $70,248 and ad valorem taxes in the amount of $27, 421 were receipted by the City and disbursed to the Association during 1991. Independent School District No. 286 (Earle Brown) Independent School District No.,279 (Osseo) Independent School District No. 281 (Robbinsdale) Independent School District No. 11 (Anoka) Independent School District No. 287 (Suburban Hennepin County Area Vocational Institute) These Districts, like all school districts in Minnesota, are completely independent of any other governmental entity. They have their own elected Board of Education, levy their own taxes and issue their own financial reports. B. Fund Accountin4 The accounts of the City are organized on the basis of funds and account groups, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self-balancing accounts that comprise its assets, liabilities, fund equity, revenues, and expenditures, or expenses, as appropriate. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The various funds are grouped, in the financial statements in this report, into seven generic fund types and three broad fund categories as follows: GOVERNMENTAL FUNDS General Fund The General Fund is the general operating fund of the City. It is used to account for all financial resources except those required to be accounted for in another fund. Special Revenue Funds Special Revenue Funds are used to account for the proceeds of certain specific revenue sources that are legally restricted to expenditures for specified purposes. Debt Service Funds Debt Service Funds are used to account for the accumulation of resources for, and the payment of general long-term debt principal, interest and related costs. -23- Note 1: Summarv of Sictnificant Accountinq Policies continued B. Fund Accountinq (continued) Capital Projects Funds Capital Projects Funds are used to account for financial resources to be used for the acquisition or construction of major capital facilities, other than those financed by proprietary funds. PROPRIETARY FUNDS Enterprise Funds Enterprise Funds are used to account for o erations P that are f' inanced and o perated in a manner similar to private business enterprises where the intent is that the costs (expenses, including depreciation) of providing goods or services to the I eneral ublic o g p n a continuin basis financed or g be recovered primarily through user charges. Internal Service Funds Internal Service Funds are used to account for the financing of goods or services provided by one department to oth er d e artmen p ts of the Cit y on a cost reimbursement basis. FIDUCIARY FUNDS Agency Funds Agency Funds are used to account for assets held by the City as an agent for others. C. Fixed Assets and Loncr-Term Liabilities The accounting and reporting of fixed assets and long-term liabilities associated with a fund are determined by its measurement focus. All governmental funds are accounted for on a spending or "financial flow" measurement, which means that only current assets and current liabilities are generally included on their balance sheets. Their reported fund balance is considered a measure of "available spendable resources." Governmental fund operating statements present increases (revenues and other financing sources) and decreases (expenditures and other financing uses) in net current assets. Accordingly, they are said to present a summary of sources and uses of "available spendable resources" during a period. Fixed assets used in governmental fund type operations are accounted for in the General Fixed Assets Account Group, rather than in the governmental funds. Public domain general fixed assets consisting of certain improvements other than buildings, including roads, curbs and gutters, streets and sidewalks, drainage systems, and lighting systems have been excluded from general fixed assets, as such items are immovable and of value only to the City. No depreciation has been provided on general fixed assets. -24- Note 1: Summarv of Sianificant Accountina Policies continued C. Fixed Assets and Lonq-Term Liabilities. (continued) All fixed assets are valued at historical cost or estimated historical cost if historical cost is unavailable. Donated fixed assets are valued at their estimated market value as of the date donated. The fixed assets of the proprietary funds are depreciated using the straight-line method over the estimated useful lives of the assets. The estimated useful lives are as follows: Water Sewer Mains Lines 100 years Buildings and Structures 20-40 years Water Wells and Storage Tanks 15-50 years Sewer Lift Stations 15-40 years Machinery and Equipment 5-20 years Furniture and Fixtures 5-20 years Public Utility assets financed by special assessments are recorded as contributions. Long-term liabilities expected to be financed from governmental funds are accounted for in the General Long Term Debt Account Group, not in the governmental funds. All proprietary funds are accounted for on a flow of economic resources measurement focus. With this measurement focus, all assets and all liabilities associated with the operations of these funds are included on the balance sheet. Fund equity (i.e., net total assets) is segregated into contributed capital and retained earnings components. Proprietary fund-type operating statements present increases (e.g., revenues) and decreases (e.g., expenses) in net total assets. D. Basis of Accounting Governmental funds and agency funds are accounted for using the modified accrual basis of accounting. Their revenues are recognized when they become measurable and available. Available means collectible within the current period or soon enough thereafter to be used to pay liabilities of the current period. Major revenues that are susceptible to accrual include taxes, special assessments, intergovernmental revenues, charges for services, and investment earnings. Major revenues that are not susceptible to accrual include licenses and permits, fees and miscellaneous revenues; such revenues are recorded only as received because they are not measurable until collected. Interest on special assessments is recognized as revenue when due, net of delinquencies. -25- Note 1: Summarv of Sianificant Accountinqr Policies (continued D. Basis of Accountinq (continued) Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred, except for principal and interest on general long-term debt which is recognized when due. Al1 proprietary funds are accounted for using the accrual basis of accounting. Their revenues are recognized when they are earned, and expenses are recognized when they are incurred. Unbilled Water and Sewer fund utility service receivables are recorded at year end. E. Budaets and Bud4etarv Accountinq The City follows these procedures establishing the budgetary data reflected in the financial statements: 1. By the first regular Council meeting in August, the City Manager submits to the City Council proposed operating budgets for the fiscal year commencing the following January. The operating budgets include expenditures and the means of financing them. 2. The County mails individual property tax notices showing the taxes which would result from the proposed bud ets of all g taxing units to each property owner by the seeond week of Nov ember. 3. Public hearin s are conducted t g o obtain taxpayer comments. 4. The budgets are legally enacted through passage of a resolution by the City Council not later than the third week of December. 5. The City Council must authorize any transfer of budgeted amounts between departments within any fund. 6. Supplemental appropriations during the ear ma onl be Y Y Y made by the City Council. These amounts must be financed by funds from the contingency reserve set up in the general fund or by additional revenues. 7. Al1 budget amounts lapse at the end of the year to the extent they have not been expended. 8. Formal budgetary integration is employed as a management control device during the year for the General Fund and Special Revenue Funds. Formal budgetary integration is not employed for Debt Service Funds because effective budgetary control is alternatively achieved through general obligation -26- Note 1: Summarv of Sianificant Accountinq Policies (continued) E. Budaets and Budqetarv Accountinq (continued) bond indenture provisions. Budgetary control for Capital Projects Funds is accomplished through the use of project controls. 9. Budgets for the General and Special Revenue Funds are adopted on a basis consistent with generally accepted accounting principles. 10. Budgetary control is maintained at the department level, in compliance with the City Council's directions. 11. Budgeted amounts are as originally adopted, or as amended by the City Council. Individual amendments were not material in relation to the original appropriations. F. Investments Cash balances from all funds are combined and invested to the extent available in authorized investments (see Note 2). Earnings from such investments are allocated to the respective funds on the basis of applicable cash balance participation by each fund. Temporary cash investments are stated at cost which approximates market. All highly liquid unrestricted investments with a maturity of three months or less when purchased are considered to be cash equivalents. All of the investments allocated to the proprietary fund types have maturities of 90 days or less. Therefore, the entire balance in such fund types is considered to be cash equivalents. G. Inventorv, Inventories in the proprietary funds are valued at cost, using the first-in/first-out (FIFO) method. The costs of governmental fund type supplies are recorded as expenditures when purchased. H. Total Columns on Combined Statements, Total columns on the Combined Statements are captioned Memorandum Only to indicate that they are presented only to facilitate financial analysis. Data in these columns do not present financial position, results of operations, or cash flows in conformity with generally accepted accounting principles. Interfund eliminations have not been made in the aggregation of this data. -27- Note l: Summarv of Siqnificant Accountinq Policies (continued) I. Propertv Tax Property tax levies are set by the City Council in December of each year, and are certified to Hennepin County for collection in the following year. In Minnesota, counties act as collection agents for all property taxes. The County spreads all levies over taxable property. Such taxes become a lien on January 1 and are recorded as receivables by the City at that date. Revenues are accrued and recognized in the year collectible, net of delinquencies. Real property taxes may be paid by taxpayers in two equal installments on May 15 and October 15. Personal property taxes may be paid on February 28 and June 30. The County provides tax settlements to cities and other taxing districts two times a year, in June and November. Taxes which remain unpaid at December 31 are classified as delinquent taxes receivable and are fully offset by deferred revenue because they are not known to be available to finance current expenditures. No allowance for uncollectible taxes has been provided because such amounts are not expected to be material. Minnesota cities operate under a lev limitation law w' Y hich allows an increase in the tax levy each year equal to the Implicit Price Deflator increase or 3%, whichever is greater, further indexed by the percentage increase in households or population, whichever is greater. Levies for bonded indebtedness are not limited by this law. This limitation has been eliminat ed for taxes payable beginning in 1993. J. Accumulated Unnaid Vacation and Sick Pav The City pays employees severance pay upon termination of employment based on accumulated sick Ieave and accrued vacation. Such pay is accrued as an expense as it is earned. K. Reclassifications Certain 1990 accounts have been reclassified to conform to the 1991 presentation. -28- Note 2: Cash and Investments A. De�osits In accordance with Minnesota Statutes, the City maintains deposits at those depository banks authorized by the City Council. All such depositories are members of The Federal Reserve System. Minnesota Statutes require that all City deposits be protected by insurance, surety borid, or collateral. The market value of collateral pledged must equal 110� of the deposits not covered by insurance or bonds (140% in the case of mortgage notes pledged). Authorized collateral includes the legal investments described below, as well as certain first mortgage notes, and certain other state or local government obligations. Minnesota Statutes require that securities pledged as i collateral be held in safekeeping by the City treasurer or in a financial institution other than that furnishing the collateral. At December 31, 1991 the carrying amount of the City's demand deposits was $407,053 and the bank balance was $258,891. Of the bank balance, $118,817 was covered by federal depository insurance (risk category A) and the remainder by collateral held in the pledging bank's trust department in the City's name (risk category B). Risk Catectorv (A) Insured or collateralized by securities held by the City or its agent in the City's name (B) Collateralized with securities held by the pledging institution's trust department in the City's name (C) Uncollateralized or collateralized with securities held by the pledging institution, but not in the City's name I� B. Investments The City may also invest idle funds as authorized by Mi nnes�ta Statutes, as follows: (a) Direct obligations or obligations guaranteed by the United State or its a encies. I g -29- t Note 2: Cash and Investments, (continued) B. Investments (continued) (b) Shares of investment companies registered under the Federal Investment Company Act of 1940 and whose only investments are in securities described in (a) above. (c) General obligations of the State of Minnesota or any of its municipalities. (d) Bankers acceptances of United States banks eligible for purchase by the Federal Reserve System. (e) Commercial paper issued by United States corporations or their Canadian subsidiaries, of the highest quality, and maturing in 270 days or less. (f) Repurchase or reverse repurchase agreements with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000, a primary reporting dealer in U.S. government securities to the Federal Reserve Bank of New York, or certain Minnesota securities broker-dealers. (g) Future contracts sold under authority of Minnesota Statutes 471.56, subdivision 5. The City's investments are categorized below to give an indication of the level of custodial credit risk assumed at year end. Category 1 includes investments that are insured or registered or for which the securities are held by the City or its agent in the City's name. Category 2 includes uninsured and unregistered investments for which the securities are held b the Y counter art �s trus tdea P Y rtment or a ent in the Ci P g t s name. Ca Y tegor 3 includes uninsu Y red and u nregistered investments for whic h the securities are held b t y he counter art 0 r b i P Y, ts trust de art Y p ment or agent, but not in the City�s name. Balances at December 31, 1991 Credit Risk Category Carrying Market Securities Type 1 2 3 Amount Value U.S. Governments $7,035,000 $7,035,000 $7,282,332 Federal Agencies 15,177,000 15,177,000 15,480,076 Commercial Paper 1,785,000 1,785,000 1,770,476 $23,997,000 $0 $0 $23,997,000 $24,532,884 -30- NOTE 2: Cash and lnvestments (continued) SUMMARY OF CASH AND TEMPORARY CASH INVESTMENTS Balances at December 31, 1991 Cash in Banks: Marquette Bank Brookdale, Brooklyn Center, Minnesota $406,389 First National Bank of Minneapolis, Minnesota 664 Total Cash in Bank $407,053 Temoorarv Cash Investments: Carrying Investment Ty�e Interest Rate Maturitv Amount Commercial Paper 5.103-6.36% 1992 $1,785,000 U.S. Treasury bond 4.25-7.535% 1992-1996 7,035,000 Federal Home Loan Bank bonds 6.09-8.3�/0 1992-1994 4,400,000 Federal National Mortgage Association bonds 6.93-12.00% 1992-2001 3,555,000 Federal Farm Credit Bank bonds 5.80-8.40% 1992-1995 7,222,000 Total Investments $23,997,000 Minnesota Municipal Money Market 4,524,109 Total Cash and Investments $28,928,162 Accrued interest on investments 420,218 Discounts on investments 16,991 Premiums on investments (298,807) Change funds 5,460 Performance Deposits (41,400) Certificates of Indebtedness 450,000 Temporary Improvement Notes (Note 3) Total Cash, Cash Equ+valents, Temporary Cash Investments, and Restricted Investments $32,894,085 Other Assets Investment Pools Deferred Compensation Plan $2,046,095 -31- Note 3: Tempora rv Improvement Notes Temporary Improvement Notes represent interfund borrowing to provide interim financing for construction projects or capital outlay expenditures. Such loans bear interest at 10 percent and totaled $3,413,461 and $8,456,658 at December 31, 1991 and 1990, respectively. For collection i purposes, all of these notes are consi dered current since the are a able on dem Y and. P Y Individual fund note balances at December 31, 1991 were as follows: Interfund Interfund Receivable Pavable General $914,825 E. Brown T.I.F. District $1,779,215 Park Bonds of 1980 71,401 Tax Increment Bonds of 1983 112,593 Tax Increment Bonds of 1985 74,099 Tax Increment Bonds of 1991 90,208 Refunding Bonds of 1987 180,266 Capital Improvements Fund 838,316 M.S.A. Construction Fund 842,949 Spec Assess Construct Fund 1,626,246 Municipal Liquor Fund 8,000 Economic Development Authority 288,804 TOTALS $3,413,461 $3,413,461 I -32- Note 4: Fixed Assets Changes in the General Fixed Assets account group during 1991 were as follows: Balance Balance Jan. 1, Dec. 31, 1991 Additions Dis�osals 1991 Land $2,161,061 $52,000 $2,213,061 Buildings 8� Improvements 4,464,262 153,000 $28,284 4,588,978 Park Improvements 2,821,993 41,029 4,165 2,858,857 Furniture Fixtures 735,313 82,72Q 76,987 741,046 Departmental Equipment 3,649,018 291,843 99,629 3,841,232 TOTAL GENERAL FIXED ASSETS $13,831,647 $620,592 $209,065 $14,243,174 Changes in the Liquor Fund Fixed Assets (at cost) during 1991 were as follows: Balance Balance Jan. 1, Dec. 31, 1991 Additions Disposals 1991 Land $107,405 $107,405 Land Improvements 4,228 4,228 Buildings Improvements 294,852 294,852 Leasehold Improvements 27,834 27,834 Furniture Fixtures 120,612 $7,550 $494 127,668 Departmental Equipment 9,640 14,001 7,177 16,464 TOTAL LIQUOR $564,571 $21,551 $7,671 $578,451 Changes in the Golf Course Fixed Assets (at cost) during 1991 were as follows: Balance Balance Jan. 1, Dec. 31, 1991 Additions Disoosals 1991 Land $1,391,711 $1,391,711 Land Improvements 30,728 30,728 Buildings Improvements 303,321 303,321 Furniture Fixtures 17,711 17,711 Departmental Equipment 90,654 $14,730 105,384 TOTAL GOLF COURSE $1,834,125 $14,730 $0 $1,848,855 -33- Note 4: Fixed Assets (continued� Changes in the Earle Brown Heritage Center Fixed Assets (at cost) during 1991 were as follows: Balance Balance Jan. 1, Dec. 31, 1991 Additions Disposals 1991 Land $925,000 $925,000 Buildings Improvements 9,058,988 $346,906 9,405,894 Furniture Fixtures 795,881 16,584 812,465 Departmental Equipment 50,225 19,298 $1,800 67,723 TOTAL E.B.H.C. $10,830,094 $382,788 $1,800 $11,211,082 Changes in the Water Utility Fund Fixed Assets (at cost) during 1991 were as follows: Balance Balance Jan. 1, Dec. 31, 1991 Additions Disposals 1991 Land $23,938 $23,938 Land Improvements 2,600 2,fi00 Buildings Improvements 3,673,031 $437,171 $1,097 4,109,105 Mains and Lines 7,137,693 513,212 7,650,905 Machinery Equipment 130,558 6,693 123,865 TOTAL WATER $1 Q,967,820 $950,383 $7,790 $11,910,413 Changes in the Sanitary Sewer Fund Fixed Assets (at cost) during 1991 were as follows: Balance Balance Jan. 1, Dec. 31, 1991 Additions Dis�osals 1991 Land $3,388 $3,388 Buildings Improvements 1,300,511 $141,674 $69,205 1,372,980 Mains and Lines 4,995,034 211,656 5,206,690 Machinery Equipment 140,729 30,060 10,729 160,060 TOTAL SEWER $6,439,662 $383,390 $79,934 $6,743,118 -34- I l i, Note 5: Lona-Term Debt The City's long-term debt includes general obligation bonds, certificates of indebtedness, state aid street bonds, tax increment bonds, and improvement bonds; all of which are recorded in the General Long-Term Debt Account Group. In addition, the City has Water Revenue Bonds which are a liability of the Water Utility Fund. The following is a summary of bond transactions of the City for the year ended December 31, 1991: General Obligation G.O. State G.O. Tax Water Bonds 8� Aid Road increment Improvement Revenue Certificates Bonds Bonds Bonds Bonds Total Bonds payable January 1 $950,000 $5,860,000 $745,000 $90,000 $7,645,000 Bonds issed 700,000 $3,000,000 6,050,000 9,750,000 Bonds retired 590,000 135,000 215,000 45,OOQ 985,000 Bonds payable December 31 $1,060,000 $3,000,000 $11,775,000 $530,000 $45,000 $16,410,000 General Oblicration Bon ds Certificates of Indebtedness General Obligation Bonds and Certificates of Indebtedness are backed by the full faith and credit of the City and are paid from property taxes. State Aid Street Bonds Future allotments from Municipal State Aid for Streets will repay these bonds which are backed by the full faith and credit of the City. Tax Increment Bonds Tax Incremen t s�nds will Le repaid from incremental tax increases on the property within certain development districts I and are backed by the full faith and credit of the City. Improvement and Refundinq Bonds These bonds are payable primarily from special assessments levied and collected for local improvements. The City has a contingent liability relating to a pledge of full faith and credit on the Special Assessment Bonds. The general credit of the City is obligated only to the extent that liens foreclosed against properties involved in the special assessment districts are insufficient to retire outstanding bonds. -35- Note 5: Lona-Term Debt (continued) Long-term debt maturities (including interest of $8,001,820) are as foliows: General Obligation G.O. State G.O. Tax Water Bonds Aid Street Improvement Increment Revenue Certificates Bonds Bonds Bonds Bonds Total 1992 $595,810 $307,255 $168,260 $1,231;688 $46,755 $2,349,768 1993 564,780 306,180 127,158 1,341,032 2,339,150 1994 309,071 111,912 1,348,935 1,769,918 1995 306,325 92,131 1,362,095 1,760,551 1996 307,872 53,550 1,418,241 1,779,663 1397 on 3,107,934 41,100 11,263,736 14,412,770 $1,160,590 $4,644,637 $594,111 $17,965,727 $46,755 $24,411,820 Long-term debt obligations outstanding at year-end are summarized as follows: Bond Pa ment Issue M ri Y atu t Authoriz Y ed Rates �i6 Dates Date Date And Issued Retired Outstandina General Obligation Bonds 1991 Certifiicates of Indebtedness 8.00% 12-31 01-01-91 12-31-93 $700,000 $250,000 $450,000 I 1980 Park improvement Bonds 7.4-7.6 2-01 8-01 09-01-80 02-01-93 _1,500,000 890,000 610,000 Total $2,200,000 $1,140,000 $1,060,000 Municipal State Aid G.O. State-Aid Street Bonds 4.7-6.65% 4-01 10-01 09-01-91 04-01-06 $3,000,000 $0 $3,000,000 I Total $3,000,000 $0 $3,000,000 Tax increment Bonds 1983 G.O.TaxlncrBonds 7.7-9.0 2-01 8-01 11-01-83 02-01-97 $930,000 $345,000 $585,000 1985 G.O. Tax Incr Bonds 6.5-8.1 2-01 8-01 12-01-85 02-01-03 5,250,000 110,000 5,140,000 1991 G.O. Tax Incr Bonds 4.7-6.0 2-01 8-01 U3-01-91 02-01-04 6,050,000 0 6,050,000 Total $12,230,000 $455,000 $11,775,000 Improvement Bonds 1987 Refunding Bonds 4.5-5.5 2-07 8-01 04-01-87 02-01-97 $1,200,000 $670,000 $530,000 Total $1,200,000 $670,000 $530,000 Water Revenue s Revenue Bonds of 1963 3.9 1-01 7-Ot 07-01-63 01-01-93 $1,000,000 $955,000 $45,000 Total $1,000,000 $955,000 $45,000 -36- Note 6: Wate r and Sanitarv Sewer Funds Water Utility Revenue bonds were issued during 1963 to finance an addition to the water works system. These bonds, together with related interest and service charges, are payable solely from the operations of the Water Utility Fund and are not a general obligation of the City. The resolution authorizing and directing the issuance of these bonds contain covenants and restrictions enacted for the purpose of protecting the bondholders' interest. Paragraph 8 of the resolution provides for the segregation of assets and the appropriation of retained earnings for debt retirement purposes and defines the manner of accounting for the activities of the Water Utility Fund. As required by Paragraph l0e of the issuing resolution, an analysis of each account balance appears as follows: Debt Retirement Account Accumulated amounts set aside to meet 1992 requirements for interest and principal: Investments with accrued interest 46,755 Reserve account investments 75,000 Total Debt Retirement Account: 121,755 All bonds are subject to redemption (call) on any interest payment date in inverse-numerical order at par and accrued interest. Restricted Assets and Retained Earninqs Investments and Retained Earnings in the amount of $3,700,000 in the Water Fund and $300, 000 in the Sanitary Sewer Fund have been restricted for the possible future expansion of facilities. I -37- Note 7: Segment information as of and for the Year Ended December 31, 1991 was as follows: E Brown Enterprise Funds: Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Fund Fund Fund Fund Fund Fund Fund Total Operating Revenues $2,678,840 $278,100 $586,986 $109,909 $703,422 $1,739,770 $374,040 $6,471,067 Depreciation Expense 26,175 23,963 320,421 253,574 127,973 752,106 Operating Income (Loss) 136,65y 63,572 (669,1 8) (51,513) (247,260) (100,621) 209,273 (659,016) Operating Transfers In 359,125 359,125 Operating Transfers (Out) (130,000) (17,895) (147,895) Net Income (Loss) (8,924) 12,310 (320,420) 24,941 139,466 194,745 194,006 236,124 w Current Capital Contributions 378,847 378,847 °o Property, Plant Equipment: Additions 21,551 14,730 382,788 950,383 383,390 1,752,842 Deletions 7,670 1,800 7,790 79,934 97,194 Net Working Capital 145,680 41,598 (4,521) 72,530 788,584 3,778,998 194,006 5,016,875 Total Assets 669,612 1,808,231 10,884,784 113,182 13,210,440 8,733,042 194,006 35,613,297 8onds and Other Long-Term Liabilities Payable from I Operating Revenues 199,201 1,120,000 1,319,201 Total Equity $310,336 $681,260 $10,758,830 $72,530 $13,120,926 $8,510,803 $194,006 $33,648,691 �r �rr �rr rr r wr r� 1 Note 8: Contributed Capital Enterprise funds have received contributed capital from several sources. The fixed assets acquired in this fashion have been depreciated along with other fund assets. For the Golf Course and Public Utilities funds, the contributions under Fund Equity on the balance sheet have not been reduced for the depreciation. However, for the Earle Brown Heritage Center Fund, contributions under fund equity on the balance sheet have been reduced for deprectiation. During the year contributions changed by the following amounts: E. Brown Golf Heritage Water Sanitary Course Center Utility Sewer SOURCES AND USES Fund Fund Fund Fund Capital fmprovements Fund $378,847 Depreciation charged to contributions (320,421) Total Change 0 58,426 0 0 Cor�tributions, January 1, 1991 $692,206 10,700,385 $4,997,510 $5,618,576 Contributions, December 31, 1991 $692,206 $10,758,811 $4,997,510 $5 618 576 -39- NOTE 9: PENSION PLANS: PUBLIC EMPLOYEES RETIREMENT ASSOCIATION (PERA� City employees participate in the pension plans administered by the Public Employees Retirement Association (PERA). In accordance with Government Accounting Standards Board Statement No. 5, the PERA plans are classified as a defined benefit multiple employer cost sharing plans. Disclosures relating to this plan are as follows: A. Plan Descrintion All fu11-time and certain part-time employees of the City of Brooklyn Center are covered by defined benefit pension plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA administers the Public Employees Retirement Fund (PERF) and the Public Employees Police and Fire Fund (PEPFF) which are cost sharing multiple employer retirement plans. PERF members belong to either the Coordinated Plan or the Basic Plan. Coordinated members are covered by Social Security and Basic members are not. Al1 new members must participate in the Coordinated Plan. All olice off' p icers, fire fi hters and eace I officers who g P qualify for membership by statute are covered by the PEPFF. The payroll for empZoyees covered by PERF and PEPFF for the year ended December 31, 1991, was $3,853,375 and $1,742,248, respectively; the City's total payroll was $6,443,690. PERA provides retirement benefits as well as disability benefits to members, and benefits to survivors upon death of eligible members. Benefits are es tablished by State Statute, and vest after three years of credited service. The defined retirement benefits are based on member's average salary for any five successive years of allowable service, age, and years of credit at termination of service. Two methods are used to compute benefits for Coordinated and Basic members. The retiring member receives the higher of step rate benef' it ac crual fo rmula (Method 1) or a level accrual formula i (Method 2). Under Method 1, the annuity accrual rate for a Basic member is 2 percent of average salary for each of the first 10 years of service and 2.5 percent for each remaining year. For a Coordinated member, the annuity accrual rate is 1 percent of average salary for each of the first 10 years and 1.5 percent for each remaining year. Using Method 2, the annuity accrual rate is I 2.5 percent of average salary for Basic members and 1.5 percent for Coordinated members. For PEPFF members, the annuity accrual rate is 2.5 percent for each year of service. For PERF members whose I annuity is calculated using Method 1, and for all PEPFF members, a full annuity is available when age plus years of service equal 90. I There are different types of annuities available to members upon retirement. A normal annuity is a lifetime annuity that ceases upon the death of the retiree. No survivor annuity is payable. There are also various types of joint and survivor annuity options available which will reduce the monthly normal annuity amount, -40- A. Plan Description (continued) because the annuity is payable over joint lives. Members may also leave their contributions in the fund upon termination of public service, in order to qualify for a deferred annuity at retirement age. Refunds of contributions are available at any time to members who leave public service, but before retirement benefits begin. B. Contributions Rec�uired and Contributions Made, Minnesota Statutes Chapter 353 sets the rate for employer and employee contributions. The City makes annual contributions to the pension plans equal to the amount required by state statutes. According to Minnesota Statutes Chapter 356.215, Subd. 4(g), the date of full funding required for the PERF and the PEPFF is the year 2020. As part of the annual actuarial valuation, PERA's actuary determines the sufficiency of the statutory contribution rates towards meeting the required full funding deadline. The actuary compares the actual contribution rate to a"required" contribution rate. Current combined statutory contribution rates and actuarially required contribution rates for the plans are as follows: Statutorv Rates Reauired Emplo ee Emnlover Rates Public Employees Retirement Fund: Basic Plan and Coordinated Plan 4.44� 4.81� 10.04� Police Fire Fund 8.00� 12.00% 17.560 Total contributions made by the City during fiscal year 1991 were: Percentacte of Contribution Covered Pavroll Emnlovees Emplover Emblovees Emplo�,er Public Employees Retirement Fund: Basic Plan 18,552 24,187 8.23% 10.73� Coordinated Plan 153,380 162,753 4.23� 4.48� Police Fire Fund _139,380 _209,068 8.00� 12.00� TOTALS $311,312 $396,008 The Cit 's cont a r y ribution for the year ended June 30, 1991, to the Public Employees Retirement Fund represented approximately .18 percent of total contributions required of all participating entities. For Public Employees Police and Fire Fund, contributions for the year ended June 30, 1991, represented .8 percent of total contributions required of all participating entities. -41- C. F undina Status and Proqress Pension Benefit Obligation The '�pension benefit obligation" is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected salary increases and step-rate benefits, estimated to be payable in the future as a result of employee service to date. The measure which is the actuarial resent value of credited projected benefits, is intended to help users assess PERA's funding status on a going-concern basis, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among Public Employees Retirement Systems and amo n e g mployers. PERA does not make separate measurements of assets and pension benefit obligation for individual employers. The pension benefit obligations as of June 30, 1991, are shown below (in millions): PERF PEPFF Total pension benefit obligation $4,458 Net assets available for benefits, I at cost (market value for PERF 3,663; PEPFF 872) $3,524 823 Unfunded (assets in excess of) pension benefit obligation 934 90 The measurement of the pension benefit obligation is based on an actuarial valuation as of June 30, 1991. Net assets available to pay pension benefits were valued as of June 30, 1991. I Changes in Benefit Provis' ions. During the 1991 legislative session, benefit improvements were obtained for survivors of inembers in the Basic Plan and the Police and Fire Fund. In the Basic Plan, the maximum family death benefit i was increased from $1,000 per month to 70 percent of the members's avera ge salary. In the Police and Fire Fund, children's benefits were restored for families of disabled members who had chosen the joint and survivor annuity option before death. The effect of these changes increased the pension benefit obligation in the PERF by $4,016,869 and had essentially no effect on the pension benefit obligation in the PEPFF. D. Trend Information, Ten-year historical trend information is presented in PERA's Comprehensive Annual Financial Report for the year ended June 30, 1991. This information is useful in assessing the pension plan's accumulation of sufficient assets to pay pension benefits as they become due. -42- Note 10: Pension Plan Brooklvn Center Fire Department Relief Association A. Plan Description The City contributes to the Brooklyn Center Fire Department Relief Association ("Association"). In accordance with Government Accounting Standards Board Statement No. 5, it is classified as a defined benefit single employer public emplayee retirement system. Volunteer fire fighters of the City are members of the Association and its pension plan. The plan's baseline benefit is $450 per month after 20 years of service and attaining the age 50. There are additional benefits for service through 30 years with a maximum of $675 per month. Vesting begins with 10 years of service and benefits are pro-rated for members who have between 10 and 20 years of service. Members may choose to take a lump sum settlement instead of the pension, equal to 3000 times the number of years of service, with a maximum of 30 years. Spouse's, children's and funeral benefits are also provided. These benefit provisions and all other requirements are consistent with enabling state statutes. The City levies property taxes at the direction of and for the benefit of the association plan and passes through state aids allocated to the plan, all in accordance with enabling state statutes. B. Func�ina Status and Proqress The amount shown below as the "pension benefit obligation" is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected benefit increases, estimated to be payable in the future as a result of service to date. The measure is the actuarial present value of credited projected benefits and is intended to help users assess the funding status of the association plans on a going-concern basis, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among plans. It is independent of the actuarial funding method used to determine contributions to the plan, discussed in "C" below. The pension benefit obligation was determined as part of an actuarial valuation at December 31, 1991. Significant actuarial assumptions used include (a) a rate of return on the investment of present and future assets of 5 percent per year compounded annually, and (b) no post retirement benefit increases. -43- Note 10: Pension Plan (continued) B. Fundina Status and Proqress (continued) An actuarial update to the pension obligation is performed annually. On December 31, 1991, the unfunded pension benefit obligation was as follows: Pension benefit obligation: Retirees and beneficiaries currently receiving benefits and terminated employees not yet receiving benefits $1,413,089 Current Employees Employer-financed vested 916,214 Employer-financed nonvested 239,038 Total pension benefit obligation 2,568,341 Net assets available for benefits (at cost, market equals $2,529,579) 2,.538,.897 Unfunded pension benefit obligation 29,444 No changes in actuarial assumption for benefit provisions that would significantly affect the valuation of the pension benefit obligation occurred during 1991. C. Contributions Required and Contributions Made, Financial requirements of the association plan are determined on an ac tuarial basis using the entry age normal actuarial cost method. Normal cost is funded on a current basis. The unfunded actuarial accrued liability is to be funded b I December 31, 1999. The minimum tax levy obligation is the financial requirement for the e ar less antic' i ated s Y tate aids p A n additi y onal payments by the City shall be used to amortize the unfunded liability of the relief association. The funding strategy for normal cost and the unfunded actuarial accrued liability should provide sufficient I resources to pay plan benefits on a timely basis. Total contributions to the plan in 1991 amounted to $97,669, of which $27,421 was levied by the City of Brooklyn Center and $70,248 was from the State of Minnesota. The contributed amounts were actuarially determined as described above and were based on an actuarial valuation as of December 31, 1991. The contributions represent funding for normal cost of $62,747 and the amortization of the unfunded actuarial accrued liability of $42,674. -44- Note 10: Pension Plan (continued) C. Contributions Required and Contributions Made,(continued) Significant actuarial assumptions used to compute pension contribution requirements are substantially the same as those used to determine the standardized measure of the pension obligation. The computation of the pension contribution requirements for 1991 was based on the same actuarial assumptions, benefit provision, actuarial funding method, and other significant factors used to determine pension contribution requirements in previous years. D. Trend Information Trend information gives an indication of the progress made in accumulating sufficient assets to pay benefits when due. Ten year trend information may be found in the Association's annual financial report for the year ended December 31, 1991. Three year trend information for the Association is as follows: 1991 1990 1989 Available assets as a percentage of benefit obligation 99% 94� 93� Unfunded pension benefit obligation as a percentage of covered payroll *not *not *not applicable applicable applicable City's contribution** as a percentage of covered payroll *not *not *not applicable applicable applicable *The Brookl n Center Fire De Y partment is a volunteer organization; thus, no covered payroll exists. **The City's contribution was made in accordance with actuarially determined requirements. -45- Note 11: Individual Fund Disclosures Deficit fund balances exist in the followinq funds: Special Revenue Funds: Earle Brown Tax Increment Financing District: Unreserved deficit fund balance $2,441,219 This deficit is being funded through internal borrowing, which will be repaid from future surplus tax increments. Capital Project Funds: Special Assessment Construction: Unreserved deficit fund balance $1,458,920 This deficit is being funded through internal borrowing. Bonds may be sold in the future if the balances of special assessments receivable becomes large enough to justify an issue. Enterprise Funds: Golf Course: Unreserved deficit retained earnings $10,946 This deficit is being funded through internal borrowing. It is expected that future profits will cover the deficit. Snecial Revenue Funds which had expenditures in excess of abpropriations were as follows: Earle Brown Farm Tax Increment District: Budaet Actual Services and other charges $20,000 $82,574 Capital outlay 332,556 380,729 Interest 100,000 229,446 Total $452,556 $692,749 Services and other charges were over budget due to the cost of issuing bonds and other legal costs. Certain capital outlays were more expensive than originally expected. Interest on internal borrowing didn't decline as much as expected after the sale of bonds because of the need to transfer some bond proceeds to.the debt service fund. -46- Note 12: Interfund Receivables and Pavables Individual interfund receivable and payable balances at December 31, 1991, were as follows: Due From/To Other Funds: I Receivable fund Pauable fund Amount Economic Development Community Development Authority Block Grant 566.922 $66,922 Interfund Loans From/To Other Funds: Receivable fund Pavable fund Amount General Fund E. Brown T.I.F. 105,074 I Municipal State Aid for Construction E. Brown T.I.F. 593,069 Capital Improvement Liquor Fund 216,895 Capital Improvement Golf Course 1.120�000 I $2,035,038 Interfund Loan Terms: The loans payable by the Earle Brown Tax Increment Financing District are interest free and have no set repayment schedule. The loan payable by the Liquor Fund is paying interest at the rate of 8.5% and is repaying the loan principal over a period extending through the year 2000. The loan payable by the Golf Course Fund is paying interest at the rate of 5% and is repaying the loan principal over a period extending through the year 2008. I Note 13: Continqencies There are several lawsuits pending in which the City is involved. City Management estimates that the potential claims against the City not covered by insurance resulting from such litigation would not materially affect the financial statements of the City. I -47- Note 14: Deferred Compensation Plan The City offers its employees a deferred compensation plan created in accordance with Internal Revenue Code Section 457. The plan, available to all City employees, permits them to defer a portion of their salary until future years. The deferred compensation is not available to employees until termination, retirement, death, or unforeseeable emergency. All amounts of com ensation p deferred under the lan all P property and rights purchased with those amounts, and all income attributable to those amounts, property, or rights are (until paid or made available to the employee or other beneficiar solel the Y) y propert and ri hts of the Cit Y g Y (without being restricted to the provisions of benefits under the plan), subject only to the claims of the City's general creditors. Partici an ts ri hts under the lan a P g p re equal to those of general creditors of the City in an amount equal to the fair market value of the deferred account for each participant. It is the opinion of the City�s legal counsel that the City has no liability for losses under the plan but does have the duty of due eare that would be required of an ordinary prudent investor. The City believes it is unlikely that it will use the ass ets to satis f the clai s o m f ener Y g al credit�rs in the future. The City is reporting the activity of this plan as an agency fun d and carries its investment at mar ket value. -48- Note 15: Post-Emblovment Health Care Benefits In addition to the pension benefits described in Note 9, the Cit rovides cer y tain health care insurance benefits for cit P Y employees who retire before age 65. Substantially all of the City's full time employees may be eligible for those benefits from the time they retire with a full annuity from PERA (Note 9A), until they reach age 65 or become eliqible for medicare. Four employees currently meet this requirement. This benefit was initiated on April 1, 1986 and will expire on December 31, 1995 unless it is re-enacted by the City Council. The eost of retiree health care premiums actually paid during 1991 was $6,706. In addition, an expenditure of $12,972 was recognized to increase the liability for the estimated cost of employees who will be eligible to enter the program on or before December 31, 1995. Note 16: Fund Chanqes The following funds were opened during 1991: Debt Service: Certificates of Indebtedness Tax Increment Bonds of 1991 Enterprise: Water Utility Fund Sanitary Sewer Fund Storm Drainage Fund The following funds were closed during 1991: Debt Service: Improvement Bonds of 1976 Enterprise: Public Utility Fund The followin funds w e y er reclassified t• �ifferent fun� types during 1991: From Special Revenue Funds to Capital Projects Funds: Housing and Redevelopment Authority Economic Development Authority From Special Revenue to Internal Service Funds: Employee Retirement Fund �r -49- Note 17: Chanae in the Method of Accountin4: For Street Improvement Aid The Capital Projects Municipal State Aid For Construction Fund has been recording State of Minnesota street improvement aid as revenue in the year the State allocated the funds to the City. However, such funds were not available to the City until an equal amount had been expended by the City on improvements or repairs to specific streets in the City. On December 31, 1990, the City changed its method of accounting for street improvement aid by recognizing the annual allotment as deferred revenue. Thereafter, such amounts will be recognized as revenue in the period in which aZlowable expenditures are incurred. The new method of accounting for street improvement aid was adopted to properly match the revenue source with the incurred expenditures in the period in which the street improvements are performed. The cumulative effect of the change on the Municipal State Aid For Construction Fund was a charge of $1,633,835 against the deficiency of revenues and other financing sources over expenditures and other financing uses. Note 18: Lease The City leases space for the operation of one of its,three municipal liquor stores, under a five-year lease which expires in 1994. Rental expense under the lease agreement for the years ended December 31, 1991 and 1990 was $34,747 and $36,950, respectively. Future minimum rental payments under the lease agreement are $24,640 in 1992 through 1994. I Note 19: Subsectuent Event On January 13, 1992, the City sold $4,270,000 of General Obligation Tax Increment Refunding Bonds. Al1 the bonds are general obligations of the City, and have the full faith and credit of the Cit le y p dged for their re a ent. P Ym It is intended that the bonds will be repaid entirely from tax increments collected from the tax increment district. The bonds were issued to refund in advance of their stated maturities, all of the bonds maturing in the years 1997 through 2003 of the City's General Obligation Tax Increment Bonds of 1985. The City will realize total net savings of $430, 747 with a present value of $295, 046 on the difference in the interest rates between the Bonds of 1991 and the Bonds of 1985. The Bonds of 1985 will be called for payment in 1996. -50- City of Brooklyn Center, Minnesota GENERAL FUND The City of Brooklyn Center Home Rule Charter provides in Section 7.11 that "there shall be maintained in the City Treasury a classification of Funds which shall provide for a General Fund for the payment of such expenses of the City as the Council may deem proper, and such other funds as may be required by statute, ordinance or resolution". 1 The General Fund was established to account for all revenues and expenditures which are not required to be accounted for in other funds. It has more diverse revenue sources than other funds. These revenue sources include property taxes, licenses, permits, fines and forfeits, intergovernmental, service charges, rents, and investment earnings. The Fund's resources finance a wide range of functions, including the current operations of general government, public safety, public works, health and welfare, recreation, and non-departmental expenditures. This Fund utilizes the modified accrual basis of accounting. Revenues are recognized in the accounting period in which they become available and measurable. Expenditures are recognized in the accounting period in which the related liability is incurred. t -51- Ci f ty o Brooklyn Center A-1 General Fund BALANCE SHEET December 31, 1991 1991 1990 ASSETS Cash and investments $5,321,044 $4,216,330 Temporary improvement notes 914,825 1,925,238 Accounts receivable 42,604 32,932 Taxes receivable 189,647 196,530 Due from other governments 15,284 22,482 Interfund loan-E. Brown T.I.F. 105,074 105,074 TOTAL ASSETS $6,588,478 $6,498,586 LIABIUTIES AND FUND BALANCE Liabilities Accounts payable $510,289 $352,711 Accrued salaries payable 286,020 259,757 Accrued vacation and sick pay 520,012 488,821 Deferred revenue 163,582 187,271 Total Liabilities 1,479,903 1,288,560 Fund Balance Reserved for: Interfund loans 105,074 105,074 Unreserved fund balance Designated: Working capital 4,656,444 4,778,969 Appropriated to next budget 347,057 325,983 Total Fund Balance 5,108,575 5,210,026 TOTAL LIABILITIES AND FUND BALANCE $6,588,478 $6,498,586 -52- Ci t of Br Y ooklyn Center p, 2 General Fund STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET (GAAP BASIS) AND ACTUAL Year Ended December 31, 1991 1991 Actual Over or Under(-) 1990 Budaet Actual Budcret Actual Revenues Property taxes $4,406,902 $4,274,089 ($132,813) 53,854,798 Licenses and permits 315,000 311,751 (3,249) 297,495 Intergovernmental 2,951,941 2,926,570 (25,371) 3,201,888 Charges for services 888,145 881,213 (6,932) 919,537 Court fines 285,000 202,090 (82,910) 215,804 Investment earnings 325,000 323,106 (1,894) 357,526 Miscellaneous 22,218 37,694 15,476 86,097 Total Revenues 9,194,206 8,956,513 8,933,145 Ex�enditures General government 1,657,105 1,591,108 (65,997) 1,570,143 Public safety 4,064,513 3,950,862 (113,651) 3,474,108 Public works 1,900,241 1,827,052 (73,189) 1,866,847 Community services 121,391 104,706 (16,685) 114,633 Parks and recreation 1,961,570 1,870,385 (91,185) 1,842,294 Economic development 183,000 177,179 (5,821) 169,942 Non-departmental 455,511 414,149 (41,362) 396,550 Total Expenditures, 10,343,331 9,935,441 (407,890) 9,434,517 Excess or Deficiencv(-) of Revenues Over Exnendit�.ires (1,149,125) (978,928) 170,197 (501,372) Other Financina Sources Operating transfers in 159,600 177,477 17,877 174,925 Sale of cert. of indebtedness 700,000 700,000 0 Total Other Financina Sources 859,600 877,477 17,877 174,925 Excess or Deficiencv(-) of Revenues and Other Financina Sources Over Exnenditures (289,525) (101,451) 188,074 (326,447) Fund Balance January 1 5,210,026 5,210,026 5,569,072 Decrease in Reserve for Inventory 32 ,599) Fund_Balance_December-31 $4 $5,108,575 $188,074 55,210,026 i -53- S-1 City of Brooklyn Center (Continued next page) General Fund SCHEDULE OF REVENUES AND OTHER FINANCING SOURCES BUDGET AND ACTUAL For the Year Ended December 31, 1991 1991 Actual Over or Under(-) 1990 Budqet Actual Budqet Actual Ad Valorem Taxes Property taxes $3,996,302 $3,897,499 ($98,803) $3,487,029 Penalties and interest 20,000 1,022 (18,978) 2,089 Lodging tau 390,600 373,007 (17,593) 365,680 Special assesements 2,561 2,56y Total Ad Valorem Taxes 4,406,902 4,274,089 (132,813) 3,854,798 Licenses and Permits Liquor and beer 126,700 138,348 11,648 121,667 Building permits 90,000 82,079 (7,921) 80,750 Mechanical permits 25,000 19,445 (5,555) 19,369 Sewer and water permits 1,500 996 (504) 780 Plumbing permits 8,000 6,650 (1,350) 6,942 Electrical permits 39 39 37 Garbage licenses 1,800 1,985 185 1,735 Taxicab licenses 1,300 563 (737) 1,590 Mechanicallicenses 3,000 3,756 756 4,168 Food licenses 22,000 23,019 1,019 21,823 Service station licenses 2,000 1,910 (90) 1,653 Vehicle dealer licenses 900 900 0 900 Bowling licenses 700 808 108 700 Cigarette licenses 400 1,273 873 179 Swimming pool licenses 2,700 2,942 242 2,866 Sign permits 2,000 1,842 (158) 2,068 Rental dwelling permits 14,000 12,999 (1,001) 18,613 Lodging establishments 900 1,105 205 765 Amusement licenses 5,000 5,967 967 5,230 Dog licenses 5,600 3,426 (2,174) 3,677 Miscellaneous business license 1,500 1,699 199 1,983 Total Licenses and Permits 315,000 311,751 (3,249) 297,495 -54- I S-1 City of Brooklyn Center (Continued next page) General Fund SCHEDULE OF REVENUES AND OTHER FINANCING SOURCES BUDGET AND ACTUAL For the Year Ended December 31, 1991 1991 Actuai Over or Under(-) 1990 Budqet Actual Budqet Actual Interaovernmental I Federal grants: Miscellaneous grants $5 000 $7 330 $2 330 $6 974 Total Federal Grants 5,000 7,330 2,330 6,974 State grants: Locat government aid 1,681,224 1,679,415 (1,809) 1,954,435 Homestead credit aid 953,469 953,469 0 953,640 Police pension aid 180,000 176,958 (3,042) 160,109 Fireman pension aid 85,000 70,248 (14,752) 85,647 Police training 15,000 14,402 (598) 11,040 !I Miscellaneous grants 32,248 24,748 (7,500) 30,043 l Total State Grants 2,946,941 2,919,240 (27,701) 3,194,914 Total Interqovernmental Rev. 2,951,941 2,926,570 (25,371) 3,201,888 Charaes for Services Engineering and clerical fees 100,000 103,789 3,789 155,746 General government charges 26,800 25,383 (1,41 28,480 Public safety charges 17,000 20,540 3,540 17,151 Recreation fees 744,345 731,501 (12,844) 718,160 Q 888,145 881 213 6 932 919 537 Total Char es for Services Court Fines Fines 285,000 202,090 (82,910) 215,804 Total Court Fines 285,000 202,090 (82,910) 215,804 I Miscellaneous Rent 12,000 Interest on investments 325,000 323,106 (1,894) 357,526 �orfeited drug money 12,718 19,073 6,355 43,769 >:�ther ,500 18,621 9,121 30,328 9 I Total Miscellaneous 347,218 360,800 13,582 443,623 Total Revenue $9,194,206 $8,956,513 $237,693 $8,933,145 I -55- S-1 City of Brooklyn Center (Continued from General Fund prior page) SCHEDULE OF REVENUES AND OTHER FINANCING SOURCES BUDGET AND ACTUAL For the Year Ended December 31, 1991 1991 Actuai Over or Under(-) 1990 Budpet Actual Budqet Actual Other Financinc� Sources Operating transfers in: Liquor Fund $130,000 $130,000 $0 $110,000 M.S.A. Fund 29,600 29,582 (18) 64,925 Storm Drainage Fund 17,895 17,895 Sale of cert. of indebtedness 700,000 700,000 0 Total Other Financina Sources 859,600 877,477 17,877 174,925 Total Revenue and Other Sources $10,053,806 $9,833,990 ($219,816) $9,108,070 -56- City of Brooklyn Center S-2 General Fund I SCHEDULE OF EXPENDITURES COMPARED TO BUDGET {GAAP BASIS) (Continued For the Year Ended December 31, 1991 next page) 1991 Actual Over or Under(-) 1990 Budaet Actual Budcret Actual General Government Mayor and Cbuncil: Personal services 527,926 $29,286 51,360 $17,417 Services and other charges 46,509 (1,191) 53,385 Total Mavor and Council 75,626 75,795 269 70,802 Charter Commission: Services and other charges 1 500 1,177 (323) 1,354 Total Charter Commission 1,500 (323) 1,354 Administrative Office: Personal services 336,626 318,837 (17,789) 340,789 Services and other charges 36,100 20,585 (15,515) 18,082 Capital outlay 500 330 (170) 516 Charged to other funds (74,476) (74,476) 0 (68,408) Total Administrative Office 298,750 265,276 (33,474) 290,979 Elections and Voter Registration: Personal services 24,950 13,917 (11,033) 31,564 Supplies 0 1,161 Services and other charges 3,015 3,146 131 4,328 r Total Elections 27,965 17,063 (10,902) 37,053 Assessor's Office: Personal. services 182,907 173,010 (9,697) 162,939 Supplies 4,150 1,221 (2,929) 2,608 Services and other charges 5,950 4,096 (1,854) 3,655 Capital outlay 0 368 Total Assessor's Office 193,007 178,327 (14,680) 169,570 I Finance: Personal services 381,432 376,181 (5,251) 339,277 Supplies 2,400 1,921 (479) 2,465 Services and other charges 1,975 1,450 (525) 1,399 Capital outlay 1,790 1,094 (696) 2,513 Charged to other funds (203,810) (203,810) 0 (184,747) Total Finance 183,787 176,836 (6,951) 160,907 -57- City of Brooklyn Center S-2 General Fund SCHEDULE OF EXPENDITURES COMPARED TO BUDGET (GAAP BASIS) (Continued For the Year Ended December 31, 1991 next page) 1991 Actual Over or Under(-) 1990 Budaet Actual Budaet Actual General Government (continued) Independent Audit: Services and other charges 15,400 15,400 0 15,000 Total IndeDendent Audit 15,400 15,400 0 15,000 Legal: Services and other charges $200,009 $185,993 Total Leaal 200,600 200,009 (591) 185,993 l Government Buildings: Personal services 207,093 205,344 (1,749) 198,649 Supplies 21,825 23,903 2,078 21,402 Services and other charges 145,128 156,101 10,973 166,473 Capital outlay 59,288 53,195 (6,093) 65,870 Total Government Buildinas ___433,334 ___438,543 _____5,209 ___452,394 Data Processing: Supplies 7,000 7,438 438 5,075 Services and other charges 137,412 142,634 5,222 120,390 Capital outlay 82,724 72,610 (10,114) 60,626 Total Data Processina 227,136 ___222,682 (4,454) 186,091 Total General Government $1,657,105 $1,591,108 ($65,997) 51,570,143 -58- City of Brooklyn Center S-2 General Fund SCHEDULE OF EXPENDITURES COMPARED TO BUDGET (GAAP BASIS) (Continued For the Year Ended December 31, 1991 next page) 1991 Actual Over or Under(-) 1990 BudQet Actual Bud4et Actual Public Safety Police Protection: Personal services $2,637,830 $2,567,997 (569,833) $2,312,505 Supplies 53,257 38,057 (15,200) 58,762 I I Services and other charges 221,987 255,216 33,229 240,625 Capital outlay 80,710 76,417 (4,293) 102,733 Total Police Protection 2,993,784 2,937,687 (56,097) 2,714,625 Fire Protection: Personal services 269,891 249,201 (20,690) 247,817 Supplies 20,740 22,005 1,265 16,980 Services and other charges 32,630 24,748 (7,882) 38,693 Capital outlay ___329,838 67,088 Total Fire Protection, 658,440 625,792 (32,648) 370,578 Protective Inspection: Personal services 289,350 286,452 (2,898) 269,004 Supplies 4,520 3,616 (904) 1,773 Services and other charges 21,283 21,342 59 38,450 Capital outlay 75 61 (14) 1,486 Total Protective InsDection 315,228 311,471 (3,757) 310,713 Emergency Preparedness: Personal services 61,004 47,742 (13,262) 51,439 Supplies 2,234 687 (1,547) 1,068 Services and other charges 9,522 5,354 (4,168) 8,646 Capital outlay 800 800 0 1,307 Total Emeraencv Preoaredness 73,560 54,583 (18,977) 62,460 Animal Control: Personal services 16,046 11,711 (4,335) 10,609 Supplies 580 1,949 1,369 176 Services and other charges 6,875 7,669 794 4,947 i Total Animal Control 23,501 21,329 (2,172) 15,732 Total Public Safetv $4,064,513 $3,950,862 ($113,651) $3,474,108 I -59- f S-2 City o Brooklyn Center General Fund SCHEDULE OF EXPENDITURES COMPARED TO BUDGET (GAAP BASIS) (Continued For the Year Ended December 31, 1991 next page) 1991 Actual Over or Under(-) 1990 Budcret Actual Budaet Actual Public Works Engineering Department: Personal services $437,441 $427,446 ($9,995) $413,007 Supplies 4,700 3,594 (1,106) 4,123 Services and other charges 8,865 4,872 (3,993) 9,819 Capital outlay 3,200 3,015 (185) 611 Charged to other funds (45,864) (45,864) 0 (63,103) Total Enaineerina Deot. 408,342 393,063 (15,279) 364,457 Street Department: Personal services 537,833 522,124 (15,709) 492,702 Supplies 157,600 128,765 (28,835) 117,538 Services and other charges 160,000 159,905 (95) 129,627 Capital outlay 121,652 113,530 (8,122) 127,215 Charged to other funds (91,525) (91,525) 0 Total Street Deot. 885,560 832,799 (52,761) 867,082 Maintenance Shop: Personal seryices 158,685 149,926 (8,759) 143,132 Supplies 189,300 219,502 30,202 196,694 Services and other charges 92,200 79,558 (12,642) 87,181 Capital outlay 5,000 4,781 (219) 4,136 Total Maintenance Shoo 445,185 453,767 8,582 431,143 Traffic Signals and Lights: Services and other charges 161,154 147,423 (13,731) 158,040 Total Traffic 161,154 147,423 (13,731) 158,040 watershed Districts: Services and other charges 46,125 Total Watershed Districts 0 0 0 46,125 Total Public Works $1,900,241 51,827,052 (573,189) $1,866,847 -60- City of Brooklyn Center S-2 General Fund SCHEDULE OF EXPENbITURES COMPARED TO BUDGET (GAAP BASIS) (Continued For the Year Ended December 31, 1991 next page) 1991 Actual Over or Under(-) 1990 Budaet Actual Budaet Actual Community Services Health Inspection: Service and other charges $91,900 $75,215 ($16,685) $88,546 Total Health InsDection 91,900 75,215 (16,685) 88,546 Social Services: Service and other charges 29,491 29,491 0 26,087 Total Social Services 29,491 29,491 0 26,087 Total Communitv Services $121,391 $104,706 ($16,685) 5114,633 Parks and Recreation, Administration: Personal services 257,378 256,245 (1,133) 242,871 Supplies 8,000 11,269 3,269 9,481 Services and other charges 27,000 23,581 (3,419) 24,482 Capital outlay 17,500 17,697 197 7,673 Total Administration_ ___309,878 308,792 (1,086) 284,507 Adult Programs: Personal services 49,343 83,209 33,866 76,472 Supplies 55,152 47,320 (7,832) 51,545 Services and other charges 196,773 150,986 (45,787) 158,053 Capital outlay 400 0 (400) 0 Total Adult Proarams 301,668 281,515 (20,153) 286,070 Teen Programs: Personal services 6,700 5,858 (842) 5,801 Supplies 1,230 194 (1,036) 254 Services and other charges 3,850 5,018 1,168 3,112 Capital outlay 1,867 1,774 (93} 990 Total Teen Proarams 13,647 12,844 (803) 10,157 Children's Programs: Personal services 50,231 52,376 2,145 52,530 Supplies 10,562 9,560 (1,002) 11,117 Services and other charges 14,800 12,376 (2,424) 9,140 Capital outlay 0 370 Total Children's Proqrams 75,593 74,312 (1,281) 73,157 -61- S-2 City of Brooklyn Center (Continued from General Fund prior page) SCHEDULE OF EXPENDITURES COMPARED TO BUDGET (GAAP BASIS) For the Year Ended December 31, 1991 1991 Actual Over or Under(-) 1990 Budcret Actual Budaet Actual Parks and Recreation (continued) General Programs: Personal services 534,312 $39,105 $4,793 530,495 Supplies 2,525 2,235 (290) 3,152 Services and other charges 46,914 40,265 (6,649) 46,694 Total General Proarams 83,751 81,605 (2,146) 80,341 Community Center: Personal services 268,562 285,618 17,056 263,005 Supplies 51,750 38,114 (13,636) 55,922 Services and other charges 149,877 135,142 (14,735) 153,022 Capital outlay 15,398 _____3,007 29,407 Total Communitv Center 485,587 477,279 (8,308) 501,356 Park Maintenance: Personal services 351,269 338,459 (12,810) 345,029 Supplies 80,000 67,485 (12,515) 61,504 Services and other charges 129,767 113,427 (16,340) 120,593 Capital outlay 141,935 126,192 (15,743) 79,58Q Charged to other funds (11,525) (11,525) 0 Total Park Maintenance, 634,038 606,706 Total Parks and Recreation, $1,961,570 51,870,385 ($91,185) 51,842,294 Economic Develonment Convention Bureau: Services and other charges 183,000 177,179 (5,821) 169,942 Total Economic DeveloDment $183,000 $177,179 ($5,821) $169,942 Non-Denartmental Expenditures not Charged to Departments: Personal services 175,000 181,410 6,410 180,536 Supplies 25,000 19,876 (5,124) 20,510 Services and other charges 253,361 210,720 (42,641) 192,406 Capital outlay 2,150 2,143 (7) 3,098 Total Non-Deoartmental $455,511 $414,149 ($41,362) $396,550 Total Expenditures $10,343,331 $9,935,441 _($407,890) $9,434,517 r -62- City of Brookl n Center Minnesota Y SPECIAL REVENUE FUNDS The S ecial p Revenue Funds are established to account for revenues derived from taxes and/or other specific revenue sources. These resources are usually restricted by statute, City Charter or ordinance to finance specific City functions or activities. This fund type utilizes the modified accrual basis of accounting. Revenues are recognized in the accounting period in which they become available and measurable. Expenditures are recognized in the accounting period in which the related liability is incurred. Earle Brown Farm Tax Increment Financ' inq District: This fund has the authority to collect tax increments which are used for the historic restoration of the Earle Brown Farm and for debt service payments of bonds which also issued for that purpose. Diseased Tree Removal Fund: This Fund was established to account for the collection of resources and expenditure of these resources for diseased tree control. Costs are reimbursed by private property owners, or the City, depending upon where the tree was located. I Communitv Development Block Grant Fund: The Fund was established to account for funds received under Title I of the Housing and Community Development Act of 1974. Transfers are made from this Fund to the Economic Development Authority Fund where accounting for project costs takes place. -63- City of Brooklyn Center g-1 Special Revenue Funds COMBINING BALANCE SHEET December 31, 1991 Earle Brown Tax Incr. Diseased Community Financing Tree Development Totals District Removal Block Grant 1991 1990 ASSETS Cash and investments $43,002 $19,479 $62,481 $9,442 Accounts receivable 2,020 2,020 5,358 Delinquent taxes 0 3,838 Deferred special assessments 33,963 33,963 23,139 Delinquent special assessments 1,440 1,440 1,573 Due from other governments $66,922 66,922 106,109 TOTAL ASSETS $43,002 $56,902 $66,922 $166,826 $149,459 LIABILITIES AND FUND BALANCES Liabilities Accounts payable $6,863 $6,863 $37,568 Due to other funds $66,922 66,922 106,1�9 Temporary Improvement Notes 1,779,215 1,779,215 6,832,000 Deferred revenue $35,403 35,403 24,712 Advances from other funds 698,143 698,143 698,143 Total Liabilities 2,484,221 35,403 66,922 2,586,546 7,698,532 Fund Balances (Deficits) Unreserved (2,441,219) 21,499 0 (2,419,720) (7,549,073) Total Fund Balances (Deficits� (2,441,219) 21,499 0 (2,419,720) (7,549,073) TOTAL LIABILITIES AND FUND BALANCES (DEFICITS) $43,002 $56,902 $66,922 $166,826 $149,459 City of Brooklyn Center 6=2 Special Revenue Funds (Continued next page) COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL For the Year Ended December 31, 1991 Earle Brown Farm Tax Increment District Diseased Tree Removal Over Over Under(-) Under(-) Budpet Actual Budnet Bud�et Actual Buds�et Revenues Propertytaxes $1,088,000 51,377,594 $311,594 Special assessments $20,00o si s,�so ��,2�0� Total Pro�ertvTaues 1,068,000 1,377,584 311,594 20,000 16,730 (3,270) Intergovernmental: Federal grants Total Interaovemmental Charges for services: Fees 70,000 49,744 (20,256) Total Charaes for Services 70,000 49,744 (20,256) Miscellaneous: Investment eamings �6 �6 Total Miscellaneous �6 Total Revenues 1,066,000 1,377,594 311.594 90,000 86,820 (23,180) Exoenditures Services and other charges 20,000 82,574 B2,574 90,000 56,310 (33,690) Capital outlay 332,556 380.729 48,173 Interest 100,000 229,446 128,446 Totai Exoenditures 452,556 892,749 240,193 90,000 56,310 (33,690) Excess or Deficiencv of Revenues Over Ex�enditures 813,444 684,845 71,401 0 10,510 10,510 Other Financina Sources or Uses(-) Operating transfers out (1,289,432) (1,562,85� (273,425) Sale of Bonds 6,050,000 5,996,855 (53,145) Total Other Financina Sources or Usesf-) 4,760,568 4,433,998 (326,570) Excess or Deficiencv of Revenues and Other Sources Over Ex�enditures and Other Uses 5,374,012 5,118,843 (255,169) 0 10,510 10,510 Fund Balances (Deficitsl Januarv 1 (7,560,062) (7,560,062) 0 10,988 10,989 0 Fund Balances (Deficits) December 31 ($2,186,050) ($2,441,219) ($255,169) $10,989 $21,499 $10,510 -65- City of Brooklyn Center B_2 Special Revenue Funds (Continued from prior page) COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL For the Year Ended December 31, 1991 Community Development Block Grant Fund Totals Over Over Under(-) 1991 1991 Under(-) 1990 Buds�et Actual Budget Budget Actual Budpet Actual Revenues Propertytaxes $1,066,000 $1,377,594 $311,594 $976,539 Special assessments 20,000 16,730 (3,270) 9,005 Total ProoertvTaxes 1,086,000 1,394,324 308,324 985,544 Intergovernmental: Federal grants $185,000 5780,440 ($14,560) 195,000 180,440 (14,580) 155,804 Totallnteraovernmental 185,000 180,440 (14,560) 195,000 180,440 (14,560) 155,804 Charges for services: Fees 70,000 49,744 (20,256) 87,896 Total Charaes for Services 70,000 49,744 (20,256) 87,896 Miscellaneous: Investment earnings 346 346 2,532 Total Miscellaneous 346 346 2,532 Total Revenues 195,000 180,440 (14,560) 1,351,000 1,B24,854 273,854 1,231,776 Exaenditures Services and other charges 110,000 138,884 28,884 104,859 Capital outlay 332,556 380,729 48,173 4,632,762 Interest 100,000 229,446 129,446 390,387 Total Exoenditures 542,556 749,059 206,503 5,128,008 �i Encess or Deficiencv of Revenues Over Exoenditures 195,000 180,440 (14,560) 808,444 875,795 6�,351 (3,896,232) Other Financina Sources or Uses(-) Operating transfers out (195,000) (150,440) 14,560 (1,484,432) (1,743,29� (258,865) (1,030,836) Sale of Bonds 6,050,000 5,996,855 (53,14� Total Other FinancinQ Sources or Uses(-) (195,000) (180,440) 14,560 4,565,568 4,253,558 (312,010) (1,030,636) Excess or Deficiencv of Revenues and Other Sources Over Expenditures and Other Uses 0 0 0 5,374,012 5,129,353 (244,659) (4,926,868) I I Fund Balances (Deficits) Januarv 1 0 0 0 (7,549,073) (7,549,073) 0 (2,622,205) Fund Balances (Deficits) December 31 $0 s0 $0 (E2,175,061) ($2,419,720) ($244,659) ($7,549,073) i -66- City of Brooklyn Center, Minnesota DEBT SERVICE FUNDS The Debt Service Funds were established to account for the payment (from taxes and other resources) of interest and principal on long- term general obligation debt. This fund type utilizes the modified accrual basis of accounting. Revenues are recognized in the accounting period in which they become available and measurable. Expenditures �are recognized in the accounting period in which the principal and interest are due. The City's Debt Service funds included in this section are: Certificates of Indebtedness Debt Service Fund: This Fund accounts for the property taxes raised to pay the principal and interest on certificates of indebtedness sold in 1991 to finance the purchase of capital equipment in the General Fund. General Oblicration State Aid Street Bonds Debt Service,: This Fund accounts for the accumulation of state aid allotments, for payment of principal and interest on bonds issued in 1991 to finance a comprehensive improvement and upgrading 69th Avenue North as a state aid route. Park Bonds of 1980 Debt Service Fund,: This Fund was established to account for the accumulation of resources for payment of principal and interest on general obligation bonds authorized by the electorate in 1980 to finance the improvement and equipping of parks, park lands and re3ated public recreational facilities. These improvements include neighborhood parks, Central Park, Palmer Nature Center, Shingle Creek Trailway and the Arboretum. General Oblicration Tax Increment Bonds of 1983 Fund: This Fund accounts for the accumulation of resources for payment of principal and interest on general obligation bonds issued in 1983 to finance purchase of land and installation of utilities for housing for the elderly. General Obliaation Tax Increment Bonds of 1985 Fund,: This Fund was established to account for the accumulation of resources for payment of principal and interest on general obligation bonds issued in 1985 to finance the purchase and redevelopment of the historic Earle Brown Farm in Brooklyn Center. Improvement Bond Funds: This fund accounts for the collection of special assessments for the payment of principal and interest on general obligation bonds of 1976. Refundinq Bonds of 1987 Fund: This fund was established to account for the collection of special assessments for the payment of principal and interest on general obligation bonds. The bonds were sold during 1987 to refund Improvement Bonds of 1982. -67- City of Brooklyn Center Debt Service Funds COMBINING BALANCE SHEET December 31, 1991 Tax Tax Tax Certificates Park Increment Increment Increment Refunding of Bonds Bonds Bonds Bonds Bonds Totals Indebtedness of 1980 of 1983 of 1985 of 1991 of 1987 1991 1990 ASSETS Cash and investments $414,804 $654,107 $430,476 $524,061 $1,047,254 $3,070,702 $3,149,159 Temporary improvement notes 71,401 112,593 74,099 90,208 180,266 528,567 1,441,069 Taxes receivable $6,093 13,376 35,609 55,078 15,298 Special assessments receivable: Deferred 797,085 797,085 973,140 Delinquent 8,700 8,700 21,402 TOTAL ASSETS $6,093 $499,581 $802,309 $504,575 $614,269 $2,033,305 $4,460,132 $5,600,068 I LIABILITIES AND FUNDBALANCES Liabilities Accounts payable $1,475 Deferred revenue $6,093 $13,376 $805,785 $825,254 1,009,840 Total Liabilities 6,093 13,376 805,785 825,254 1,011,315 Fund Balance Reserved 486,205 $802,309 $504,575 $614,269 1,227,52D 3,634,878 4,588,753 Total Fund Balances 486,205 802,309 504,575 614,269 1,227,520 3,634,878 4,588,753 TOTAL LIABILITIES AND FUND BALANCES $6,093 $499,581 $802,309 $504,575 $614,269 $2,033,305 $4,460,132 $5,600,068 City of Brooklyn Center C-2 Debt Service Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUIVD BALANCES Year Ended December 31, 1991 State Tax Tax Tax Certificates Aid Park Increment Increment Increment Improvement Refunding of Street Bonds Bonds Bonds Bonds Bonds Bonds Totals Indebtedness Bonds of 1980 of 1983 of 1985 of 1991 of 1976 of 1987 1991 1990 Revenues Property taxes $242,143 $286,575 $206,950 $452 $736,120 $403,971 Special assessments 4,678 $296,984 301,662 332,006 Intergovenmental revenue 58,944 69,995 128,939 74,771 Investment earnings 4,913 17,950 44,868 $27,238 $28,518 69,674 73,735 266,896 320,833 Total Revenues 306,000 374,520 251,818 27,238 28,518 74,804 370,719 1,433,617 1,131,581 F�cnenditures Principal $250,000 $60,000 280,000 75,000 60,000 60,000 155,000 940,000 530,000 Interest 56,000 2,025 56,420 52,025 405,625 142,531 1,620 30,155 746,401 585,992 Fiscal agent fees 343 741 704 840 450 257 551 3,886 5,047 Total Exqenditures 306,000 62,368 337,161 127,729 466,465 142,981 61,877 185,706 1,690,287 1,121,039 Excess or DeficiencY of Revenues Over Ex�enditures 0 (62,368) 37,359 124,089 (439,22� (114,463) 12,927 185,013 (256,670) 10,542 j Other Financina Sources or Uses(-� Operating transfers in 62,368 475,000 728,732 1,266,100 496,549 Total Other Financina Sources or Uses(-� 62,368 475,000 728,732 1,266,10Q 496,549 Excess or Deficiencv of Revenues and Other Sources over Exoenditures 0 0 37,359 124,089 35,773 614,269 12,927 185,013 1,009,430 507,091 FundBalancesJanuarvl 0 0 448,846 678,220 468,802 1,950,378 1,042,507 4,588,753 4,081,662 Equity Transfer Out 1,963,305 1,963,305 Fund Balances December 31 $0 $0 $486,205 $802,309 $504,575 $614,269 $0 $1,227,520 $3,634,878 $4,588,753 xm=�eoeeeee�e===e=== =emea ma-ms ooeexea a�oeoee a=aaeao eee�aas exeeex ee�aose oo-eooee os=oee=x I� City of Brooklyn Center, Minnesota CAPITAL PROJECTS FUNDS The Capital Projects Funds are establishecl to account for all resources used for the construction or acquisition of capital facilities by the City except those financed by Enterprise Funds. This fund type utilizes the modified accrual basis of accounting. Revenues are recognized in the accounting period in which they I become available and measurable. Expenditures are recognized in the accounting period in which the related liability is incurred. The City's Capital Projects Funds included in this section are: Ca�ital Improvements 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 be 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 for Construction Fund,: This Fund was established to account for the state allotment of gasoline tax collections used for transportation related construction projects. Special Assessment Construction Fund: This 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 benefitted properties. Housina and Redevelopment Fund fH.R.A.): This fund has authority to levy an ad valorem property tax for the purpose of conducting housing and redevelopment projects. These projects are now done in the E.D.A. Fund and all tax proceeds are transferred to that fund. Economic Development Authoritv Fund: This Fund was established to account for the Economic Development Authority (E.D.A.) of Brooklyn Center. The E.D.A. carries out activities which previously were done by the H.R.A., plus it has authority to operate an enterprise. The Earle Brown Heritage Center operates under this authority and a statement of its operations can be found in the enterprise fund section of this report. The E.D.A. also does redevelopment and housing projects, funded by transfers from the C.D.B.G. and H.R.A. funds. -70- City of Brooklyn Center D Capital Projects Funds COMBINING BALANCE SHEET December 31, 1991 Municipal Special Economic Capital State Aid Assessment Development Totals Improvement for Construction Authority Fund Construction Fund Fund 1991 1990 ASSETS Cash and irnestments $4,870,190 $4,897,102 $212,073 $676,192 $10,655,557 $5,887,267 Temporary improvement notes 838,316 842,949 288,804 1,970,069 2,062,938 Taxes receivable 5,157 5,157 5,431 Special assessments: Deferred 1,330,718 1,330,718 1,486,369 Delinquent 22,226 22,226 10,295 Due from other funds 66,922 66,922 156,109 Due from other governments 810,559 810,559 1,633,835 Interfund loans: Municipat liquor 216,gg5 216,895 233,151 Golf course 1,120,000 1,120,000 1,100,000 Earle Brown T.I.F. District 593,069 593,069 593,069 Restricted investments 1,000,000 1,000,000 TOTAL ASSETS $7,045,401 $7,143,679 $1,565,017 $2,037,075 $17,791,172 $13,168,464 LIABILITIES AND FUND BALANCES Liabilities Accounts payable $109,218 $19,433 $44,747 $42,003 $215,401 $206,099 Temporary improvement notes 1,626,246 1,626,246 1,616,658 Deferred revenue 810,559 1,352,944 5,157 2,168,660 3,135,930 Total Liabilities 109,218 829,992 3,023,937 47,160 4,010,307 4,958,687 Fund Balances (DeficitsJ Reserved: Unexpended appropriations 223,951 918,700 1,142,651 676,925 Dedicated housing account 1,000,000 1,00O,OOQ Advances to other funds 1,336,895 593,069 1,929,964 1,976,220 Bond proceeds 2,062,073 2,062,073 Unreserved 5,375,337 2,739,845 (1,458,920) 989,915 7,646,177 5,556,632 Total Fund BalanceslDeficits� 6,936,183 6,313,687 (1,458,920) 1,989,915 13,780,865 8,209,777 i TOTAL LIABILITIES AND FUNDBALANCES(DEFICITS) $7,045,401 $7,143,679 $1,565,017 $2,037,075 $17,791,172 $13,168,464 1- I City of Brooklyn Center p_p Capital Projects Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES For the Year Ended December 31, 1991 Municipal Special Housing Economic Capital Stata Aid Assessment and Development Improvements for Construction Redevelop Authority Totals Fund Construction Fund Fund Fund 1991 1980 Revenues Property taxes a129.425 $597 $130.022 $107.177 I� Special assessments $1,459 5343,509 344,968 225,951 Intergovernmental: State grants 51,824,252 11,961 1,836,213 1,491,252 Investment earnin9s 414,295 238,311 36,377 135,810 824,793 792,221 Other 800 99,3g4 152,905 253,089 60,367 Total Revenues 416,554 2,161,927 532,791 141,386 136,407 3,389,065 2,67B,968 Expenditures Personal services 57,289 57,289 25,994 Supplies 150 150 525 i Services and other charges 59,467 198,015 257,482 141,488 Capital outlays 151,051 1.829,568 376.103 62.835 2.419.557 3,872.614 Interest �35,pgq 135,2g4 149,798 Total Exoenditures 151,051 1,889,035 511,39� 318,289 2,869,772 4,193,419 I Excess or Deficiencv of Revenues Over Ex�enditures 265,503 272,892 21,394 141,386 (181,882) 519,293 (1,516,451) Other Financina Sources or Uses(-) Operating transfers in 307,g2g 321,826 629,454 2,237,055 Operating transfers out (gi,g5p) (3p7,gpg) (�qt,3gg) (540,964) (2,197,593) Sale of Bonds 3,000,000 3,000,000 Total Other Financina Sources or Uses(-1 3,215,678 (307,628) (141,386) 321,826 3,088,490 39,462 I Excess or Deficiencv of Revenues and Other Financinp Sources Over Ex�enditures and Other Financina Uses Before Cumulative Effect of Accountina Chanae 265,503 3,488,570 (286.234) 0 139,944 3,607,783 (1,476,989) Cumulative Effect of Accounting Change (1,633,835) Excess or Deficiencv of Revenues and Other Financina Sources Over Exoenditures. Other Financinq Uses and Cumulative Effect of Accountina Chanqe 265,503 3,488,570 (286,234) 0 139,944 3,607,783 (3,110,824) Fund Balance (Deficitsl Januarv 1 5,707,375 2,825,117 (1,172,686) 848,971 8,209,777 11,320,601 EquityTransferin 963,3p5 1,000,000 1,963,305 Fund Balance (Deficits) December 31 $6,936,183 $8,313,687 ($1,458,920) $0 $1,989,915 $13,780,865 $8,209,777 I i -72- City of Brooklyn Center S-3 Capital Improvements Fund PROJECT-LENGTH SCHEDULE OF CONSTRUCTION PROJECTS From Beainnina to December 31. 1991 Project Over(-) Under I� 1991 to Date Expended �e of Pro'�ct A ro riations Expenditures Exqenditures Apqropriations W Replat I-94 property $33,000 $922 $34,100 ($1,100) PUPS facility 85,000 87,232 87,232 (2,232) Tein View Meadows land 26,000 26,086 26,086 (86) Community Center water slide 213,355 18,398 18,398 194,957 Community Ctr code corrections 31,400 2,364 2,364 29,036 Civic Center water heater 28,295 234 234 28,061 Community Ctr concession stand 14,763 815 815 13,948 I, Evergreen park play equipment 15,000 15,000 15,000 0 Cable TV Improvements 223,951 223,951 Totals $670,764 $151,051 $184,229 $486,535 rrr �r +rri �r �r �r �r �r �r a� r� �r r� r �r rr �r �r �r► �r �r rr� r�r �■�r a� �s �w City of Brooklyn Center S-4 Municipal State Aid Construction Fund PROJECT-LENGTH SCHEDULE OF CONSTRUCTION PROJECTS From Beainnina to December 31. 1991 Project Over(-) Under 1991 to Date Expended Pro'� Number Appropriation Exqenditures Exqenditures Apqroqriations Signal at S.C.P. Freeway 88-25 $87,920 $5,547 $90,671 ($2,751) Shingle Creek Parkway Cty Rd 10 87-23 9,065 2,867 5,680 3,385 69th Ave professional services 90-10a 156,000 53,797 116,208 39,792 I V 69th Ave right of way acquisition 90-10b 2,471,392 1,282,559 2,160,879 310,513 I Dupont 65th Ave signals 90-11 88,364 2,392 81,241 7,123 Humboldt 65th Ave signals 90-12 61,094 6,449 60,174 920 69th Ave house removals phase II 91-02 500 321 321 179 Humboldt Ave landscaping 91-03 18,850 16,793 16,793 2,057 69th Ave soil correction 90-10 860,217 401,605 401,605 458,612 69th Ave house removals phase III 91-14 5,300 5,514 5,514 (214) Trail improvement project 91-07 97,833 2,923 2,923 94,910 Brooklyn Blvd sidewalk replacement 91-04 31,179 21,943 21,943 9,236 Humboldt Square trail improvement 91-16 32,730 5,683 5,683 27,047 69th Ave house removals phase IV 91-20 9,971 10,195 10,195 (224) Various sidewalk reptacements 91-21 11,532 10,980 10,980 552 Totals $3,941,947 $1,829,568 $2,990,810 $951,137 City of Brooklyn Center S-5 Special Assessment Construction Fund PROJECT-LENGTH SCHEDULE OF CONSTRUCTION PROJECTS From Beainnina to December 31. 1991 Project Over(-) Under Project 1991 to Date Expended �e of Pro'�ect Number ApprOpriations Exqenditures Ex�enditures A ro riations West River Road 66th to 73rd 88-18 $1,585,705 $107,457 $1,544,408 $41,297 Freeway Blvd. Improvement 89-26 762,463 111,338 784,894 (22,431) Humboldt Ave Improvement 89-27 234,078 3,262 194,708 39,370 69th Ave Reconstruction Seg 2 90-10 308,600 154,046 273,303 35,297 Totals $2,890,846 $376,103 $2,797,313 $93,533 �r ar rrr r t� �r +�r �r► r City of Brooklyn Center, Minnesota ENTERPRISE FUNDS The Enterprise Funds were established to account for the financing of self supporting activities of the City which render services on a user charge basis to the general public. Revenues and expenses in these Funds are recognized on the accrual basis of accounting. Revenues are recognized in the accounting period in which they are earned and become objectively measurable. Expenses are recognized in the period incurred, if objectively measurable. The City's Enterprise Funds included in this section are: Municitial Liauor Fund: This Fund accounts for the operations of the City's three municipal off-sale liquor stores. Golf Course Fund: This fund accounts for operations of Centerbrook Golf Course, a 9 hole, par 3 course owned by the City. Earle Brown Heritaqe Center: This fund accounts for the operation of a pioneer farmstead which has been historically preserved and restored as a modern multipurpose facility. Its convention center can host conferences, trade shows, and concerts seating 1,000 people in either banquet or theater style. The "Inn On The Farm" is a bed and breakfast with eleven rooms available to complement convention activities or be rented individually. Several of the barns have been restored as unique office settings which have found a niche in the market. Recvclina and Refuse Fund: This fund accounts for the operation of a state mandated recycling program. Expansion into refuse collection will take place only when there is a clear advantage to be achieved by it. Water Utilities Fund,: This Fund accounts for the provision of water to customers. Administration, wells, water storage, and distribution are included. Sanitarv Sewer Fund: This 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 Waste Control Commission whose fees represent about 75� of this fund's expenses. Storm Drainaae Fund: This Fund accounts for the operations and improvements of the storm water drainage system. It incorporates not only the storm sewer system, but also water structures such as holding ponds and facilities to improve water quality. Fees are based upon the amount of water running off a property and vary with both size and absorption characteristics of the parcel. -76- City of Brooklyn Center E_y Enterprise Funds Continued next page) COMBINING BALANCE SHEET December 31, 1991 E. Brown Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals ASSETS Fund Fund Fund Fund Fund Fund Fund 1991 1990 Current Assets Cash, cash equivalents and temporarycash investments $7,034 $42,227 $47,838 $91,913 $608,198 $3,388,214 $102,473 $4,287,897 $4,782,594 Accounts receivable net 2,847 70,530 59,577 139,429 30,636 303,019 237,562 Accrued revenue 21,269 89,188 233,244 60,897 404,598 299,652 Assessments receivable: Deferred 102,488 3,200 105,688 94,568 Delinquent 1,504 1,186 2,690 3,610 Due from other governments 118,117 118,117 129,137 Inventories 291,600 6,342 17,143 315,085 327,197 Prepaid expenses 4,274 3,065 117,847 125,186 107,942 Total Current Assets 305,755 48,569 121,433 113,182 878,098 4,001,237 194,006 5,662,280 5,982,262 Restricted Assets Temporary cash investments 3,700,000 300,000 4,000,000 4,000,000 Debt retirement investments 121,755 121,755 123,510 Total Restricted Assets 3,821,755 300,000 4,121,755 4,123,510 Fixed Assets Mains and lines 7,650,905 5,206,690 12,857,595 12,132,727 Structures 294,852 303,321 9,405,894 4,109,105 1,372,980 15,486,152 14,620,532 Equipment 144,132 123,095 880,188 123,865 160,060 1,431,340 1,366,181 Land 107,405 1,391,711 925,000 23,938 3,388 2,451,442 2,451,442 Land improvements 4,228 30,728 2,600 37,556 37,556 Leasehold improvements 27,834 27,834 27,834 578,451 1,848,855 11,211,082 11,910,413 6,743,118 32,291,919 30,636,272 Less: Allowance for depreciation 214,594 89,193 447,731 3,399,826 2,311,313 6,462,657 5,806,036 Total Fixed Assets 363,857 1,759,662 10,763,351 8,510,587 4,431,805 25,829,262 24,830,236 TOTALS $669,612 $1,808,231 $10,884,784 $113,182 $13,210,440 $8,733,042 $194,006 $35,613,297 $34,936,008 S r� r r �r r� �r r� r E-t (Continued from E. Brown prior page) Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals Fund Fund Fund Fund Fund Fund Fund 1991 1990 LIABILITIES AND FUND EQUITY Current Liabilities Accounts payable $107,528 $3,924 $116,978 $40,652 $25,561 $210,632 $505,275 $389,346 Due to other funds 50,000 Accrued salaries payable 11,764 2,846 2,756 9,966 2,620 29,952 2,237 Accrued vacation and sick pay 15,090 201 6,220 8,987 8,987 39,485 29,554 Temporary improvement note 8,000 8,000 8,000 Current portion of long-term debt 17,693 45,000 62,693 61,256 Total Current Liabilities 160,075 6,971 125,954 40,652 89,514 222,239 645,405 540,393 Lon�-Term Liabilities Construction loan 199,201 1,120,000 1,319,201 1,316,895 Revenue bonds 45,000 Total Lona-term Liabilities 199,201 1,120,000 1,319,201 1,361,895 I Fund Eau� Contributions 692,206 10,758,811 4,997,510 5,618,576 22,067,103 22,008,677 Retained earnings (Deficits): Reserved: Debt retirement 121,755 121,755 123,510 Restricted assessments 103,992 4,386 108,378 98,178 Plant expansion 3,700,000 300,000 4,000,000 4,000,000 Unreserved 310,336 (10,946) 19 72,530 4,197,669 2,587,841 $194,006 7,351,455 6,803,355 Total Retained Earninos lDeficits 310,336 (10,946) 19 72,530 8,123,416 2,892,227 194,006 11,581,588 11,025,043 Total Fund Eauitv 310,336 681,260 10,758,830 72,530 13,120,926 8,510,803 194,006 33,648,691 33,033,720 TOTALS $669,612 $1,808,231 $10,884,784 $113,182 $13,210,440 $8,733,042 $194,006 $35,613,297 $34,936,008 City of Brooklyn Center E_2 Enterprise Funds (Continued next page) COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1991 E. Brown Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals Fund Fund Fund Fund Fund Fund Fund 1991 1990 Ooeratina Revenues Sales and user fees $2,678,840 $278,100 $586,986 $109,909 $703,422 $1,739,770 $374,040 $6,471,067 $5,408,325 Cost of sales 2,025,288 27,877 2,053,165 1,891,899 Net Ooeratina Revenues 653,552 250,223 586,986 109,909 703,422 1,739,770 374,040 4,417,902 3,516,426 Oneratina Ex�enses Personal services 278,887 122,901 404,981 233,744 135,521 2,833 1,178,867 712,970 Supplies 8,781 17,223 62,644 655 94,945 19,685 22 203,955 178,070 OthBrserviCes 118,685 10,680 347,401 160,767 251,903 1,540,279 161,912 2,591,627 2,135,359 Insurance 28,911 4,261 9,108 42,280 47,650 Utilities 20,715 7,623 94,552 116,516 16,933 256,339 276,047 Rent 34,747 16,997 51,744 316,041 Depreciation 26,175 23,963 320,421 253,574 127,973 752,106 532,704 -------j Total Ooeratina Euoenses 516,901 186,651 1,256,104 161,422 950,682 1,840,391 164,767 5,076,918 4,198,841 OosratinalncomelLoss� 136,651 63,572 (669,118) (51,513) (247,260) (100,621) 209,273 (659,016) (682,415) �r r sr r�r +�r r r r� �r �s ui E-2 (Continued from E. Brown prior page) Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals Fund Fund Fund Fund Fund Fund Fund 1991 1990 Nono�eratinq Revenues or Exoenses(-1 Investment earnings 2,189 6,238 4,592 344,834 293,993 2,628 654,474 737,878 Special assessments (for service hookups delinquencies) 44,480 1,373 45,853 25,530 Intergovernmental revenue 71,862 71,862 40,877 Other revenue 1,430 1,107 2,537 20,047 Interest and fiscal agent fees (19,194) (57,500) (10,42� (3,695) (90,816) (90,931) Nonooeratinq Totals (15,575) (51,262) (10,42� 76,454 386,726 295,366 2,628 683,910 733,401 Income Before Operatina Transfers 121,076 12,310 (679,545) 24,941 139,466 194,745 211,901 24,894 50,986 O�eratina Transfers: In 359,125 359,125 429,700 Out (130,000) (17,895) (147,895) (110,000) Net Income (Loss) (8,924) 12,310 (320,420) 24,941 139,466 194,745 194,006 236,124 370,686 Denreciation on contributed assets that reduces contributed caoital 320,421 320,421 127,390 Retained Earninqs (Deficits� Januarv 1 319,260 (23,256) 18 47,589 7,983,950 2,697,482 0 11,025,043 10,526,967 Retained Earnings (Deficits) December 31 $310,336 ($10,946) $19 $72,530 $8,123,416 $2,892,227 $194,006 $11,581,588 $11,025,043 =oee=eeeeesx=aa=ms000000 ----=a City of Brookiyn Center E-3 Enterprise Funds (Continued next page) COMBINING STATEMENT OF CASH FLOWS For the Year Ended December 31, 1991 E. Brown Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals Cash flows from o�eratina activities: Fund Fund Fund Fund Fund Fund Fund 1991 1990 Operating income(loss) $136,651 $63,572 ($669,118) ($51,513) ($247,260) ($100,621) $209,273 ($659,016) ($682,415) Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating actvities Depreciation 26,175 23,963 320,421 253,574 127,973 752,106 532,704 Increase (decrease) in assets and liabilities Accounts receivable (1,769) 8,297 (8,813) (17,751) (58,014) (91,533) (169,583) 9,117 Inventories 16,288 (770) (3,406) 12,112 (72,933) Prepaid expenses (2,969) (3,065) (11,210) (17,244) (5,692) Accounts payable (3,119) 2,280 (6,626) 12,341 (37,009) 148,062 115,929 191,785 Accrued salaries and leave 12,494 2,062 8,976 10,730 3,384 37,646 (20,062) i ao Total adiustments 47,100 27 535 328,003 3,528 206,138 210 195 (91,533 730,966 634,919 i Net cash orovided bYlused for) o�eratina 183,751 91,107 (341,115) (47,985) (41,122) 109,574 117,740 71,950 (47,496) Cash flows from nonca�ital financing activities: Net borrowings(repayments) under revolving loan arrangement (16,25n (30,000) (46,25� (63,775) Interest paid on revolving loan (19,194) (57,500) (10,42� (87,121) (85,506) Other non-operating income 1,430 45,587 1,373 48,390 45,577 Operating grants received 71,862 71,862 40,877 Operating transfers in 359,125 359,125 429,700 Operating transfers out (130,000) (17,895) (147,895) (110,000) Netcash orovided bv(usedforl noncaoital financina activities (164,021) (87,500) 348,698 71,862 45,587 1,373 (17,895) 198,104 256,873 r i r �w rr r �r ir r r a� E-3 (Continued from prior page) E. Brown Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals Fund Fund Fund Fund Fund Fund Fund 1991 1990 Cash flows from capital and related financin4 activities: Capital Contributions in aid of construction 378,847 378,847 10,827,775 Acquisition and construction of capital assets (21,551) (14,730) (382,788) (950,383) (383,390) (1,752,842) (11,423,582) Principal paid on revenue bonds (45,000) (45,000) (45,000) Interest paid on revenue bonds (3,695) (3,695) (5,425) Proceeds from sale of equipment 1,710 1,710 1,515 Netcash usedforcaoitaland related financina activities (21,551) (14,730) (2,231) 0 (999,078) (383,390) 0 (1,420,980) (644,717) N Cash flows from investin4 activities: i Interest on investments 2,189 6,238 4,592 344,834 293,993 2,628 654,474 737,878 Change in restricted assets 1,755 1,755 1,755 Netcash �rovided bv(usedfor) investina activities 2,189 6,238 0 4,592 346,589 293,993 2,628 656,229 739,633 Net increase (decrease) in cash and �I cash equivalents 368 (4,885) 5,352 28,469 (648,024) 21,550 102,473 (494,69� 304,293 Cash. cash eauivalents and temnorarv cash investments at beainnina of vear 6,666 47,112 42,486 63,444 1,256,222 3,366,664 0 4,782,594 4,478,301 Cash, cash equivalents and temporary cash investments at end of year $7,034 $42,227 $47,838 $91,913 $608,t98 $3,388,214 $102,473 $4,287,897 $4,782,594 saxa=eoecseeeeoeeeeeee��ee aa�aa� o=cas� am�m=a cc�oe= eeeeee� eveaemx assose= =�maooe cmooeee E-4 City of Brooklyn Center Municipal Liquor Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1991 1991 1990 Sales Liquor $838,198 $797,256 Wine 302,435 297,824 Beer 1,393,4y 0 1,287,434 Soft drinks �52,195 49,800 Other merchandise 92,602 23,237 Total Sales 2,678,840 2,455,551 Less: Cost of Sales 2,025,288 1,863,843 Net O�eratinq Revenues 653,552 591,708 O�eratinq Expenses Personal services 278,887 263,255 Supplies 8,781 10,385 Other services 58,085 49,347 Insurance 28,911 23,258 Utilities 20,715 23,598 Rent 34,747 36,951 Charged from other funds 60,600 56,777 Depreciation 26,175 26,974 Total Operatina ExAenses 516,901 490,545 Operatinq Income 136,651 101,163 Non Operatinq Revenue or Expense(-1 Investment eamings 2,189 4,744 Other revenue 1,430 8,299 Interest and fiscal agent fees (19,194) (20,514) Total Non Operatinq (15,575) (7,471 O�eratina Transfers to General Fund 130,000 110,000 Net Income (Lossl (8,924) (16,308) Retained Earninas Januarv 1 319,260 335,568 Retained Earnings December 31 $310,336 $319,260 -83- E-5 i City of Brooklyn Center Golf Course Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1991 1991 1990 Oneratinq Revenues Green fees $209,976 $204,873 Rentals 8,622 9,392 Leagues 6,147 4,901 Golf lessons 13,706 12,706 Concessions 17,771 17,068 Merchandise 19,216 20,123 Pop machine 2,849 2,719 Miscellaneous g7 4�2 Total Operatinq Revenues 278,100 272,254 Less: Cost of Sales 27,877 28,056 Net OAeratinq Revenues 250,223 244,198 O�eratinq Expenses Personal services 122,901 122,018 Supplies 17,223 14,569 Other services 10,680 10,452 Insurance 4,261 3,388 Utilities 7,623 8,175 Depreciation 23,963 23,351 Total Operatinq Expenses 186,651 181,953 Oneratinq Income 63,572 62,245 Non OqeratinQ Revenue or Expense(-1 tnvestment earnings 6,238 5,124 Interest and fiscal agent fees (57,500) (57,500) Total Non Oneratinq (51,262) (52,376) Net Income 12,310 9,869 i Retained Earninqs (Deficitl Januarv 1 (23,256) (33,125) Retained Earnings (Deficit) December 31 ($10,946) ($23,256) -84- E-6 City of Brooklyn Center Earie Brown Heritage Center Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNING For the Year Ended December 31, 1991 1991 1990 O�eratinq Revenues Conventions $342,909 $217,080 Inn on the Farm 153,159 69,993 Office Rents 90,918 59,707 Other 1,086 Total Operatina� Revenues 586,986 347,866 Oneratinq Ex�enses Personal services 404,981 Supplies 62,644 54,253 Other services 347,401 600,695 Insurance 9,108 9,202 Utilities 94,552 91,690 Rent 16,997 17,116 Depreciation 320,421 127,400 Total Operatinc� Expenses 1,25fi,104 900,356 Oberatinq� Income (Lossl (669,118) (552,490) Non Operatinq Revenue or Expense(-) Interest and fiscal agent fees (10,427) (4,582) Total Non Operatinq (10,42� (4,582) i Ooeratinc� Transfers In 359,125 429,700 Net Income (Lossl (320,420) (127,372) Deareciation on contributed assets that reduces contributed capital 320,421 127,390 Retained Earnin s Janua 1 rv 18 0 Retained Earnings December 31 $1 g $1 g -85- I i E-7 City of Brooklyn Center Recyciing Refuse Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1991 1991 1990 O�eratina Revenues Recycling service fees $103,120 $102,854 Recycling container sales 6,789 694 TotalO er in at Q Revenues 109,909 103,548 �eratina Exoenses Supplies 655 43 Other services 160,767 113,243 Total Operatina Exqenses 161,422 113,286 O�eratina Income (Loss) (51,513) (9,738) Non O�eratinq Revenues or Expensest-1 Intergovernmental revenue 71,862 40,877 Investment earnings 4,592 Interest and fiscal agent fees (2,910} Nono�eratina Totals 76,454 37,967 Net Income 24,941 28,229 Retained Earninqs Januarv 1 47,589 19,360 Retained Earnings December 31 $72,530 $47,589 -86- i �,t y of Brooklyn Center E 8 Water Utility Fund STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNING For the Year Ended December 31, 1991 Totals 1991 1990 Operatina Revenues Service to customers $675,708 $630,167 Service hook-up charges 57,180 Sale of ineters 18,280 2,336 Penalties 9,434 6,464 Totaf Operatinq Revenues 703,422 696,147 O�eratinc� Ex�enses Personal services 233,744 209,603 Supplies 94,945 86,794 Utilities 116,516 134,378 Contractual services 251,903 173,722 Depreciation 253,574 248,478 Total Oberatinct Expenses 950,682 852,975 Oneratinq Income or Lossl-� (247,260) (156,828) Non OperatinQ Revenues or Ex enses(-1 p lnvestment earnings 344,834 416,446 Special assessments (for hookups delinquencies) 44,480 12,765 Other 1,107 11,433 Interest and fiscal fees (3,695) (5,425) Total Non Oneratina 386,726 435,219 Net income 139,466 278,391 Retained EarninQs January 1 7,983,950 7,705,559 Retained Earnings December 31 $8,123,416 $7,983,950 -87- City of Brooklyn Center E-9 Sanitary Sewer Fund STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1991 Totals 1991 1990 i Oqeratina Rever�ues Service to customers $1,697,886 $1,503,587 Penalties 41,884 29,372 Total O�eratina Revenues 1,739,770 1,532,959 Oqeratino Exqenses Personal services 135,521 118,094 Supplies 19,685 12,026 Utilities 16,933 18,206 Contractual services 191,966 163,907 Metro Waste Control Commission 1,348,313 1,240,992 Depreciation 127,973 106,501 Total O�eratina Ex�enses 1,840,391 1,659,726 O�eratina Income or Loss(-) (100,621) (126,767) Non OQeratin4 Revenues or Exaenses(-1 Investment earnings 293,993 311,564 Special assessments (for hookups delinquencies) 1,373 12,765 Other 315 Total Non O�eratin4 295,366 324,644 Net Income 194,745 197,877 Retained Earninas Januarv 1 2,697,482 2,499,605 Retained Earnings December 31 $2,892,227 $2,697,482 -88- Cit of Brookl n Center Y y E 10 Storm Drainage Fund STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1991 1991 i Oqeratinq Revenues Service to customers $374,040 Total Operatinq� Revenues 374,040 Operatinc� Ex�enses Personal services 2,833 Supplies 22 Contractual services 161,912 Total Operatinq Exqenses 164,767 i O�eratinq Income or Loss(-1 209,273 Non OperatinQ Revenues or Exoenses(-1 Investment earnings 2�g2g Total Non OperatinQ 2.g2g Operating Transfer to General Fund 17,895 Net Income 194,006 Retained Earninas January 1 R I etained Earnings December 31 $194,006 -89- City of Brooklyn Center, Minnesota INTERNAL SERVICE FUNDS Internal Service. Funds are used to account, on a cost reimbursement basis, for the financing of goods or services provided by one department to other departments of the City. Revenues and expenses in these funds are recognized on the accrual basis of accounting. Revenues are recognized in the accounting period in which they are earned and become measurable. Expenditures are recognized in the accounting period in which they are incurred. Public Emplovees Retirement Fund: This fund rovides certain health P care insurance benefits for City employees who retire before age 65. Substantially all of the City's full time employees 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. Currently investment earnings are sufficient to provide benefits. In the event that future costs would exceed earnings, other funds would be charged for the costs associated with their employees. -90- City of Brookiyn Center F-1 Internal Service Fund COMBINING BALANCE SHEET December 31, 1991 Emnlovee Retirement Fund ASSETS 1991 1990 Current Assets Cash, cash equivalents and temporary cash investments $961,188 $898,010 Total Current Assets 961,188 898,010 TOTAL ASSETS $961,188 $898,010 LIABILITIES AND FUND EQUITY Current Liabilities Accrued health liability $196,869 $183,897 Total Current Liabilities 196,869 183,897 Fund E uit Retained Earnings Unreserved 764,319 714,113 r Total Retained Earninqs 764,319 714,113 Total Fund Equitv 764,319 714,113 TOTAL LIABILITIES AND FUND EQUITY $9fi1,188 $898 010 -91- City of Brooklyn Center F-2 Internal Service Fund COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS December 31, 1991 Emalovee Retirement Fund 1991 1990 Operatina Ex�enses Personal services $19,678 $189,837 Total O�eratina Exoenses 19,678 189,837 O�eratinQ Income or Loss(-) (19,678) (189,837) Non Oqeratina Revenues Investment earnings 69,884 72,412 Total Non O�eratinq 69,884 72,412 Net Income (Lossl 117 42 50,206 5) Retained Earninc�s Januarv 1 714,113 831,538 Retained Earnings December $764-319 $714,113 -92- City of Brooklyn Center F-3 Internal Service Fund COMBINING STATEMENT OF CASH FLOWS For the Year Ended December 31, 1991 Emnlovee Retirement Fund 1991 1990 Cash ffows from operatin� activities Operating income(loss) ($19,678) ($189,837) Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating actvities: Increase (decrease) in assets and liabilities: Accrued health insurance liability 12,972 183,897 Total adiiastments 2,g72 1 g3,gg7 Net cash �rovided bv (used forl operatina activities (6,706) (5,940) Cash flows from investinc� activities: l Interest on investments 69,884 72,412 Net cash provided bv (used forl investinq activities 69,884 72,412 Net increase (decrease) in cash and cash equivalents 63,178 66,472 Cash, cash e�uivalents and temporarv cash investments at beQinninq of vear 898,010 831,538 Cash, cash equivalents and temporary cash investments at end of year $961,188 $898,010 -93- Cit of Brookl n Center Minnesota Y Y AGENCY FUNDS Agency Funds are established to account for assets held by the City as an agent for other City Funds, governments, or individuals. The Agency Funds are maintained on the modified accrual basis of accounting. The City's Agency fund included in this section is: Emblovee Deferred Compensation Fund: This fund was established to account for funds on deposit with the trustees who administer the City sponsored deferred compensation plan. i -94- Cit of Brookl n n y y Ce ter G Employee Deferred Compensation Fund STATEMENT OF CHANGES IN ASSETS AND LIABILITIES For the Year Ended December 31, 1991 Balance Balance December 31, December 31, 1990 Additions Deductions 1991 ASSETS Investments for deferred compensation plans held by trustees (1) $1,793,006 $448,369 $195,280 $2,046,095 TOTAL ASSETS. $1,793,006 $448,369 $195,280 $2,046,095 LIABILITIES Due to employees for deferred compensation $1,793,006 $448,369 $195,280 $2,046,095 TOTAL LIABILITIES $1,793,006 $448,369 $195,280 $2,046,095 (1) Investments are reported at market value. -95- Cit of Brookl n Cente Y y r, Minnesota GENERAL FIXED ASSET ACCOUNT GROUP The General Fixed Asset Account Group was established to account for the City's fixed assets which are not accounted for in an enterprise fund, and which are tangible in nature, have a life longer than the current fiscal year, and have a significant value. Depreciation is not recorded on those assets. 1: -96 City of Brookl n Center S- Y 6 SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY SOURCE For the Year Ended December 31, 1991 Balance Balance January 1, December 31, 1991 Acouisitions Dis�osals 1991 Investments in General Fixed Assets Land $2,161,061 $52,000 $2,213,061 Buildings and improvements 4,464,262 153,000 $28,284 4,588,978 Park improvements 2,821,993 41,029 4,165 2,858,857 Furniture 735,313 82,720 76,987 741,046 Departmentat equipment 3,649,018 291,843 99,629 3,841,232 Total Investments in General Fixed Assets $13,831,647 $620,592 $209,065 $14,243,174 Sources of Investments, General Ind ebtedness 439 7 88 374 563 6 647 $807,704 General Fund revenu es 6 114 7 51 220 029 92 4 25 6,242,355 Liquor store income 223,128 3,373 219,755 Contributions 239,910 3,626 236,284 Capital projects funds G.O. bonds 2,086,779 31,542 2,055,237 Tax levies 297,350 4,494 292,856 Sale of assets 122,128 1,846 120,282 Debt Service Funds excess 154,502 2,335 152,167 Capital Impr. Fund Balance 3,070,085 26,000 46,404 3,049,681 Federal grants 847,583 12,811 834,772 State grants 235,643 3,562 232,081 Total Sources ofJnvestments $13,831,647 $620,592 $209,065 $14,243,174 -97- S-7 City of Brooklyn Center SCHEDULE OF GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY December 31, 1991 Other Function Land Buildinas imnrovements E ui ment Total General government $344,766 $344,766 Government buildings $303,770 $4,003,143 $286,845 48,801 4,642,559 Public safety 450 1,936,652 1,937,102 Public works 9,793 1,527,446 1,537,239 Recreation 275,794 275,794 Parks 1,909,291 575,592 2,572,012 448,819 5,505,714 Totals $2,213,061 $4,588,978 $2,858,857 $4,582,278 $14,243,174 S-8 City of Brooklyn Center SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY For the Year Ended December 31, 1991 General Fixed General Fixed Assets Assets January 1, December 31, Function 1991 Additions Deductions 1991 General government $356,520 $34,114 $45,868 $344,766 Government buildings 4,518,781 145,451 21,673 4,642,559 Public safety 1,911,432 101,390 75,720 1,937,102 Public works 1,394,857 153,563 11,181 1,537,239 Recreation 266,347 47,117 37,670 275,794 Parks 5,383,710 138,957 16,953 5,505,714 Totals $13, 831, 647 $620, 592 $209, 065 $14, 243,174 City of Brooklyn Center, Minnesota GENERAL LONG-TERM DEBT ACCOUNT GROUP The Gene ral Long Term Debt Account Group was established to account for the City's unmatured general obligation long term debt that is secured by the full faith and credit of the City and is not the primary obligation of an Enterprise Fund of the City. -100- H City of Brooklyn Center COMPARATIVE SCHEDULE OF GENERAL LONG-TERM DEBT December 31, 1991 December 31, 1991 1990 Amounts Available and to be Provided. Amounts available in Debt Service Funds $3,634,878 $4,588,753 Amounts to be provided: From future tax increments 9,730,122 2,906,247 From future gas tax allocations 3,000,000 60,000 Total Available and to be Provided 1 65 00 7 6,3 0 ,555,000 General LonQ-Term Debt Pa�rable General Obligation Bonds $610,000 $890,000 Certificates of indebtedness 450,000 G.O. State Aid Street Bonds 3,000,000 60,000 Special Assessment Bonds 530,000 745,000 Tax Increment Bonds 11,775,000 5,860,000 Total General Long-Term Debt $16,365,000 $7,555,Q00 -101- City of Brooklyn Center SUMMARY OF DEBT SERVICE REQUIREMENTS TO MATURITY December 31, 1991 General Obligation G.O. State G.O. Special G.O. Tax Total Debt Bonds Certificates Aid Street Bonds Assessment Bonds Increment Bonds Service Repuirements Year Princioal Interest Princi�al Interest Princiqal Interest Princioal Interest Princioal Interest 1992 $525,000 $70,810 $115,000 $192,255 $145,000 $23,260 $450,000 $781,687 $1,235,000 $1,068,012 1993 535,000 29,780 135,000 171,180 110,000 17,158 590,000 751,032 1,370,000 969,150 1994 145,000 164,071 100,000 11,912 635,000 713,935 880,000 889,918 1995 150,000 156,325 85,000 7,131 690,000 672,095 925,000 835,551 1996 160,000 147,872 50,000 3,550 795,000 623,241 1,005,000 774,663 1997 170,000 138,588 40,000 1,100 795,000 569,712 1,005,000 709,400 II 0 N 1998 180,000 128,478 805,000 515,355 985,000 643,833 1999 190,000 117,560 910,000 456,071 1,100,000 573,631 2000 205,000 105,706 995,000 388,870 1,200,000 494,576 2001 220,000 92,740 1,115,000 313,332 1,335,000 406,072 I I 2002 230,000 78,788 1,220,000 228,247 1,450,000 307,035 2003 245,000 63,821 1,350,000 134,400 1,595,000 198,221 2004 265,000 47,496 1,425,000 42,750 1,690,000 90,246 2005 285,000 29,616 285,000 29,616 2006 305,000 10,141 305,000 10,141 $1,060,000 $100,590 $3,000,000 $1,644,637 $530,000 $64,111 $11,775,000 $6,190,727 $16,365,000 $8,000,065 _=====a _____a =eme= eoeea�=e aeoxoeao Cit of Brookl n Cent Y y er, Minnesota STATISTICAL SECTION The statistical section presents comparative statistical data for the past ten years, and other pertinent information involving taxes, revenues, expenditures, bonded debt, property valuations, insurance coverage and miscellaneous statistics. This information is intended to be useful and of interest to investors in City bonds, financial institutions, and others interested in municipal government financial statistics. With the exception of Table 9(Computation of Direct and Overlapping Debt) and information concerning school districts in the Miscellaneous Statistical Facts section, all statistical information sources were internal City records. The source of Table 9 information was the Hennepin County Department of Finance. The sources of school district information were the various school districts. -103- City of Brooklyn Center TABLE 1 GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION (1) Last Ten Fiscal Years Community Fiscal General Public Public Health Parks and Economic Non- Total Year Govemment Safet� Works Services Recreation Development De�artmental Ex�enditures 1982 $1,007,781 $1,901,839 $1,213,941 $36,244 $1,122,299 $247,755 $5,529,859 1983 1,054,064 1,875,122 1,288,081 28,663 1,268,907 91,953 5,606,790 1984 1,112,173 1,985,108 1,383,039 30,437 1,319,298 337,624 6,167,679 1985 1,283,050 2,143,843 1,560,842 34,326 1,389,075 416,937 6,828,073 1986 1,487,876 2,288,062 1,549,584 45,294 1,405,020 378,688 7,154,524 1987 1,532,185 2,604,773 1,552,532 48,185 1,597,901 313,860 7,649,436 1988 1,768,607 2,716,205 1,768,918 69,117 1,706,516 $162,271 310,475 8,502,109 1989 1,793,495 3,103,222 1,754,800 81,043 1,814,391 168,305 347,315 9,062,571 1990 1,570,143 3,474,108 1,866,847 114,633 1,842,294 169,942 396,550 9,434,517 1991 $1,591,108 $3,950,862 $1,827,052 $104,706 $1,870,385 $177,179 $414,149 $9,935,441 (1) Funds included in this table are the General Fund. w' City of Brooklyn Center TABLE 2 GENERAL GOVERNMENTAL REVENUES AND OTHER FINANCING SOURCES BY SOURCE (1) Last Ten Fiscal Years General Other Fiscal Property Licenses Intergovern- Charges for Fines and Financing Total Year Taxes Permits mental Services Forfeitures Misc. Sources Revenue 1982 $1,935,403 $249,015 $2,213,486 $790,333 $146,204 $195,945 $407,309 $5,937,695 1983 2,133,859 328,019 2,459,133 859,928 154,812 244,433 489,111 6,669,295 1984 2,407,352 296,667 2,524,494 919,796 158,823 337,201 330,452 6,974,785 1985 2,444,153 387,806 2,618,957 979,543 187,045 348,316 311,926 7,277,746 0 cn I 1986 2,566,220 411,406 2,866,442 965,527 224,753 318,453 341,403 7,694,204 1987 2,541,016 345,019 3,060,252 1,114,203 269,903 310,613 166,888 7,807,894 I 1988 3,318,656 329,783 3,078,491 1,215,635 243,952 363,918 337,871 8,888,306 1989 3,325,101 365,247 3,628,255 1,124,167 278,812 425,356 176,505 9,323,443 1990 3,854,798 297,495 3,201,888 919,537 215,804 443,623 174,925 9,108,070 1990 $4,274,089 $311,751 $2,926,570 $881,213 $202,090 $360,800 $877,477 $9,833,990 (1) Funds included in this table are the General Fund. City of Brooklyn Center TABLE 3 TAX LEVIES AND TAX COLLECTIONS (1) Last Ten Fiscal Years Collections Percentage Coliections of Current of Levy of Prior Total Delinquent Year's Taxes Coliected Year's Taxes Collections Delinquent Taxes as Year During Fisca{ During Fiscal During Fiscal Total as a% of Taxes a% of Collected Tax Lew� Period Period Period Coliections Tax Lew Receivable Tax Lew 1982 $2,965,702 $2,854,688 96.26% $45,419 $2,900,107 97.79% $300,627 10.14% 1983 2,482,369 2,420,772 97.52% 75 437 2 0 ,496,209 100.56 /0 286,787 11.55% 1984 2,836,968 2,721,413 95.93% 111,596 2,833,009 99.86% 290,746 10.25% 1985 2,931,266 2,657,094 90.65% 178,709 2,835,803 96.74% 386,209 13.18% 0 rn 1986 2,886,824 2,849,382 98.70% 32,739 2,882,121 99.84% 390,912 13.54% 1987 3,396,789 3,242,573 95.46% 68,651 3,311,224 97.48% 73,052 2.15% 1988 3,576,812 3,488,174 97.52% 13,090 3,501,264 97.89%. 105,521 2.95% �I 1989 3,505,850 3,418,111 97.50% 55,502 3,473,613 99.08% 84,948 2.42% 1990 4,092,978 3,857,576 94.25% 12,241 3,869,817 94.55�l0 221,097 5.40% 1991 $4,659,449 $4,478,115 96.11% $79,443 $4,557,558 97.81% $249,881 5.36% (1) Funds included in this table are the General Fund, Certificates of Indebtedness, Park Bonds, and H.R.A. (2) Includes property taxes only; lodging tax and tax incremenfs are excluded. City of Brooklyn Center TABLE 4 ASSESSED VALUE AND MARKET VALUE OF ALL TAXABLE PROPERTY (1) Last Ten Fiscal Years 1982 1983 1984 1985 1988 1987 1988 1989 1990 1991 Poaulation 30,820 30,830 30,820 30,630 30,267 29,759 29,420 28,578 28,810 28,887 Real Pro�ertY Asaessed value (2): Tax Tax (3) T8x C �m Capacity Capaciry Capacity Residential s74,268,430 575.252.072 s'78.112,774 581.072.128 590,912.548 s91,929.248 590.162.927 511.834,805 510,133.274 59.730.898 Non—residential 104,715,944 122.3�,087 124,305,853 126,444,994 125,109,658 139.433,999 154,031.355 19,707,624 18,185,832 16,305,868 Area—wede allocation (2,357.630) (1.437.243) (3,388,456) (2.134.213) (2.097.533) (1,345,864) (8.148.881) (977.841) (1.365.23� (1.384.936) 178,626,744 198,183,916 198,052,171 205,382,909 213,924,873 230,017,381 236,045,801 30,564.588 24,953,871 24,651,830 Less Tax Increment District 78,000 742,474 4,057,811 5,437,588 9,784,473 2,097,505 1,540,518 1,315,724 T�al assesaed value 178,826,744 198,183,918 198,974.171 204,840,435 209,867,062 224,579,793 228,261,128 28,467,083 23,413.353 23,336,106 Estimated Market Value 857,701,757 725,476,089 775,162,400 788,107,800 813,377,800 854,846,550 910,336,300 950,483,900 1,000,289,000 1,018,754,000 Pereonal Pro ep�rrt Aeaessed value 4,113,787 3,973,587 4,148,726 4,278,221 4,291,918 4,296,001 4,510,313 190,298 530,528 539,121 i O Estimated market value 9,586,900 9,240,000 9,848,200 9,944,700 9,981,200 9,980,700 10,489,100 3,827,500 10,810,520 10,564,700 I Total Taxable Prooertv Asaessed value 5180,740.511 5200.157,503 5203.122,897 5208.918.656 5214.158,978 5228,875.794 5230,771,441 528,657,382 523.943,879 s23.875.227 �=s=�=�=_ s=====___ ==�=a�=�= �s�====Q== Estimatedmarketvalue �7,266,657 5734,716,089 5784,810,800 5798,052,500 s823,359,000 5884,837,250 5920,825,400 s954,091,400 S1,010,879,520 51,027,318,700 __==�==a� ffi_� a==e=eeoo Assesaed Value as a oercent of I Eatimated Market Value 27.0996 27.249b 25.88% 28.189b 28.0146 26.4646 25.084b 3.0044 2.379b 2.329b Per Caoita Valuations Asaessed Va►ue s5.864 s6.492 s6.591 s6.821 s'7.076 57.�1 57.844 S1.003 5831 �827 Estimated Market Value 521,651 s23,831 s25,484 528,055 s27,203 529.061 531,298 533,386 s35,088 s35,563 (1) Source: City of Brooklyn Center Asseseing Department (2) The Minnesota Legislature changed the property tax eystem for taxes payable in 1989. The tax base of property was changed hom assesaed values to tax cepaciry values. (3) The reduction in residential values is due to a change in the state mandated formula from gross tex capacity to net tax capacity. City of Brooklyn Center TABLE 5 DIRECT AND OVERLAPPING TAX RATES AND TAX LEVIES (1) Last Ten Fiscal Years TAX RATES IN MILLS (2) Hennepin School Districts County Total City, School, and County Year Vo-Tech No. 286 No. 279 No. 281 No. 1 t Special No. 286 No. 279 No. 281 No. 11 Collectible Cit 3 School Earl Brown Osseo Robbinsdale Anoka Districts Earl Brown Osseo Robbinsdale Anoka 1982 16.397 1.469 38.781 42.993 50.524 46.847 33.567 90.214 94.426 101.957 96.811 1983 15.971 1.119 42.896 46.035 52.901 45.474 33.557 93.543 96.682 103.548 95.002 1984 17.096 1.446 49.965 54.909 58.326 55.225 35.007 103.514 108.458 111.875 107.328 1985 16.506 1.490 49.332 51.199 56.100 52.830 34.443 101.771 103.638 108.539 103.779 1986 17.183 1.535 52.545 54.345 59.450 55.740 35.566 106.829 108.629 113.734 108.489 1987 18.167 1.421 49.640 55.783 56.932 54.926 35.315 104.543 110.686 111.835 108.408 1988 19.237 1.493 59.372 61.859 58.433 62.181 38.405 118.507 120.994 117.568 119.823 TAX RATES IN TAX CAPACITY RATES(2) 1989 14.260 1.223 43.440 54.465 49.189 51.384 32.898 91.821 102.846 97.570 98.542 1990 17.479 1.103 42.099 57.847 54.516 47.893 33.547 94.228 109.976 106.645 98.919 1991 19.208 1.046 46.207 58.643 55.540 51.779 37.479 103.940 116.376 113.273 108.466 i f-• 0 TAX LEVIES IN DOLLARS Hennepin School Districts County Total City, Year Vo-Tech No.286 No.279 No.281 No.11 Special Schools, Collectible Cit 3 School Earl Brown Osseo Robbinsdale Anoka Districts and Countv 1982 $2,965,702 $265,508 $2,422,618 $2,061,005 $2,606,004 $881,745 $6,066,917 $17,269,499 1983 2,482,369 202,256 2,790,808 2,625,207 2,781,573 1,049,119 6,716,839 g,gqg�� 7y 1984 2,836,968 287,933 3,328,173 3,090,749 3,178,504 1,279,696 7,085,080 21,087,103 1985 2,931,266 310,394 3,442,445 3,014,744 3,187,821 1,286,533 7,207,150 21,380,353 1986 2,886,824 327,794 3,776,253 3,194,101 3,476,104 1,329,107 7,593,315 22,583,498 1987 3,396,789 293,194 3,900,388 3,409,323 3,726,934 1,327,348 8,088,560 24,142,536 1988 3,576,812 307,506 4,602,806 3,782,157 3,875,906 1,537,601 8,862,771 26,545,559 1989 3,505,850 293,205 4,059,518 3,770,603 3,791,546 2,179,665 8,776,213 26,376,600 1990 4,092,978 244,258 3,718,102 3,171,054 4,028,724 1,099,641 8,052,590 24,407,347 1991 $4,670,606 $234,927 $4,169,240 $3,266,615 $4,365,729 $1,207,395 $8,992,605 $26,907,117 (1) Source: Hennepin County Department of Property Tax Public Records. (2) The tax base of property was changed from assessed values to tax capacity values by the Minnesota Legislature in 1989. (3) Includes tax levy for the Ftousing and Redevelopment Authority of Brooklyn Center. City of Brooklyn Center TABLE 6 SPECIAL ASSESSMENT BILLINGS AND COLLECTIONS Last Ten Fiscal Years Percent Current Coilections Total Special Percent Collection Coilections Year Assessment of of Prior Total to Current Collected Billinqs Amount Billinqs Years Collections LevX 1982 $733,198 $649,472 88.58% $95,962 $745,434 101.67% 1983 981,733 908,531 92.54% 57,463 965,994 98.40% 0 1984 813,013 768,241 94.49% 79,617 847,858 104.29% 1985 715,185 698,756 97.70% 84,781 783,537 109.56% 1986 631,296 631,165 99.98% 11,953 643,118 101.87% 1987 572,851 552,168 96.39% 3,139 555,307 96.94% 1988 556,028 526,594 94.71% 2,723 529,317 95.20% 1989 562,484 545,242 96.93% 59,944 605,186 107.59% 1990 504,682 476,874 94.49% 14 327 0 491 201 97.33 /o 1991 $612,744 $595,362 97.16% $23,135 $618,497 100.94% City of Brooklyn Center TABLE 7 RATIO OF NET BONDED DEBT TO ASSESSED VALUE AND NET DEBT PER CAPITA Last Ten Fiscal Years Less: Ratio of Net Net Gross Amounts Net Bonded Debt Bonded Fiscal Estimated Assessed Bonded in Debt Bonded to Assessed Debt Per Year Ponulation Value Debt Service Fund Debt Values C aqita 1982 30,820 $180,740,511 $3,040,000 $606,062 $2,433,938 1.35% $78.g7 1983 30,830 200,157,503 2,800,000 678,318 2,121,682 1.06% 68.82 1984 30,820 203,122,897 2,545,000 628,786 1,916,214 0.94% 62.17 1985 30,630 208,916,656 2,290,000 846,014 1,443,986 0.69% 47.14 0 1986 30,267 214,158,978 2,020,000 945,736 1,074,264 0.50% 35.49 1987 29,759 228,875,794 1,740,000 683,294 1,056,706 0.46% 35.51 1988 29,420 230,771,441 1,440,000 751,408 688,592 0.30% 23.41 Less: Ratio of Net Net Tax Gross Amounts Net Bonded Debt to Bonded Fiscal Estimated Capacity Bonded in Debt Bonded Tax Capacity Debt Per Year Po�ulation Value Debt Service Fund Debt Value C aaita 1989 28,578 28,657,382 1,130,000 274,843 855,157 2.98% 29.92 1990 28,810 23,943,879 950,000 448,846 501,154 2.09% 17.40 1991 28,887 $23,875,227 $610,000 $486,205 $123,795 0.52% $4.29 City of Brooklyn Center Table 8 COMPUTATION OF LEGAL DEBT MARGIN December 31, 1991 Estimated market value for taxes payable in 1991 $1,027,318,700 Debt limit, 2% of market value 20,546,374 Total bonded debt 15,960,000 Deductions {See Note 5): A. Bonds: 1. Special Assessment Bonds 530,000 2. State Aid Street Bonds 3,000,000 3. Utility Revenue Bonds 45,000 4. Tax Increment Bonds 11,775,000 15,350,000 B. General Debt Service Funds 486,205 Total Deductions 15,836,205 Total Debt Applicable to Debt Limit 123,795 Le al Debt Mar in December 31 1991 $20,422,579 9 9 -111- City of Brookiyn Center TABLE 9 COMPUTATION OF DtRECT AND OVERLAPPING DEBT December 31, 1991 City's Share Govemmental Unit Gross Debt Sinkinq Funds Net Debt Percent Amount Direct Debt: Citv of Brookivn Center (1� $610,000 $486,205 $123,795 100.0% $123,795 verlapping Debt: School Districts: No.281 Robbinsdale 1,605,000 1,141,599 463,401 10.2% 47,267 No.11 Anoka 65,208,635 389,805 64,818,830 5.9% 3,824,311 No. 279 Osseo 65,075,000 1,347,204 63,727,796 26.8% 17,079,049 No. 286 Brooklyn Center 5 250,000 41,163 5,208,837 100.0% 5,208,837 Area Vocationai Technical School No. 287 700,000 700,000 0 4.9% p Metropolitan Transit 7,550,000 3,207,000 4,343,000 1.5% 65,145 Metropolitan Council (2) 89,515,000 36,372,085 53,142,915 1.5% 797,144 Metropolitan Airport (3) 0 0 0 0.0�/o p Hennepin County 106,160,000 32,005,932 74,154,068 2.7% 2,002,160 Hennepin County Park Reserve District 10,865,000 2,463,028 8,401,972 2.7% 226,853 Total Overlapr�inq Debt 351,928,635 77,667,816 274,260,819 29,250,766 Totai Direct and Overlapping Debt $352,538,635 $78,154,021 $274,384,614 $29,374,561 (1) Includes oniy general obligation debt which is being repaid through property taxes. (2) Excludes $318,910,000 less $36,182,224 in sinking funds of Metropolitan Council issued G.O. Sewer Bonds. These bonds are supported from sewer charges to governments (including Brooklyn Center) in the metropolitan sewer system. (3) Excludes $145,900,000 less $37,506,755 in sinking funds of G.O. Airport bonds supported from airport user fees. Direct Overlapping Comparative Net Debt Ratios Charaeable to Citv Total Debt Debt Debt to tax capaeity value $23,875,227 123.03% 0.52% 122.52�/0 Debt to market value $1,027,318,700 2.86% 0.01 �/0 2,g5% Per capita debt, population 28,887 $1,016.88 $4.29 $1,012.59 i r A i TABLE 10 City of Brooklyn Center RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES Last Ten Fiscal Years Debt Service Total (1) Total (2) as a Percent Debt General of Generai Year Principal Interest Service Ex�enditures Exoenditures 1982 $195,000 $224,100 $419,100 $5,529,859 7.58% 1983 240 000 2 10, 620 450, 620 5, 606, 790 8.04% 1984 255, 000 250,132 505,132 6,167, 679 8.19% 1985 255,000 251,095 506,095 6,828,073 7.41% 1986 275,000 507,558 782,558 7,154,524 10.94% 1987(3) 2,475,000 930,252 3,405,252 7,649,436 44.52% 1988 640,000 682,561 1,322,561 8,502,109 15.56% 1989 635,000 626,068 1,261,068 9,062,571 13.92% 1990 530, 000 585, 992 1,115, 992 9,434, 517 11.83% 1991 $940,000 $746,401 $1,686,401 $9,935,441 16.97% (1) For ears 1982 throu h Y g 1986, General Obligation Bonds and G.O. Tax Increment Bonds are included. From 1987 onward, Improvement Bonds, formerly Special Assessment Bonds, are also included. In 1991, Certificates of Indebtedness are included. (2) The fund included in the ex enditures column i p s the General Fund. (3) Amounts for 1987 are higher because of the issuance of Refunding Bonds of 1987 and the defeasance of Improvement Bonds of 1982. -113- City of Brooklyn Center TABLE 11 SCHEDULE OF WATER REVENUE BOND COVERAGE Last Ten Fiscal Years Ratio of Net Non- Net Revenue Operating Operating Gross Revenue to Debt Year Revenue Revenue Revenue Expenses(1� Available Principal Interest Total Service 1982 $507,421 $490,149 $997,570 $377,321 $620,249 $40,000 $18,720 $58,720 10.563 :1 1983 443,565 465,987 909,552 397,265 512,287 40,000 17,160 57,160 8.962 :1 1984 482,558 496,357 978,915 459,771 519,144 40,000 15,600 55,600 9.337 :1 1985 546,817 512,538 1,059,355 478,958 580,397 45,000 14,040 59,040 9.831 :1 I 1986 473,279 488,834 962,113 506,466 455,647 45,000 12,399 57,399 7.938 :1 1987 556,222 412,653 968,875 489,374 479,501 45,000 10,786 55,786 8.595 :1 1988 694,654 375,061 1,069,715 695,395 374,320 45,000 8,889 53,889 6.946 :1 1989 687,982 425,030 1,113,012 665,629 447,3$3 45,000 7,180 52,180 8.574 :1 1990 696,147 440,644 1,136,791 604,497 532,294 45,000 5,425 50,425 10.556 :1 1991 $703,422 $390,421 $1,093,843 $697,108 $396,735 $45,000 $3,695 $48,695 8.147 ;1 (1) Excludes depreciation and interest on bonds. �r �rr r �r +�r rr �■r r r �r City of Brooklyn Center TABLE 12 PROPERTY VALUE AND CONSTRUCTION Last Ten Fiscal Years Commercial Residential Construction (1) Construction (1) Property Value (2) Bank Year Value Units Value Commercial Residential Non-Taxable De,posits(3� 1982 $2,497,700 70 $2,055,000 $228,523,271 $483,354,800 $52,828,091 N/A 1983 5,342,000 140 8,677,800 235,045,689 490,430,400 52,828,091 N/A 1984 6,037,900 77 8,954,300 268,460,800 506,701,600 52,828,091 N/A 1985 29,553,108 14 827,700 201,274,889 586,929,400 62,287,088 N/A 1986 14,689,661 157 9,737,806 199,882,500 613,694,000 64,906,838 N/A 1987 7,220,527 9 885,202 246,784,100 608,890,900 92,384,868 N/A 1988 5,084,601 66 3,073,500 286,096,300 634,230,700 89,745,168 N/A 1989 7,288,205 4 278,138 321,452,800 678,898,700 83,719,768 '$219,077,986 I� 1990 5,750,567 1 65,249 333,967,220 676,912,300 83,719,768 202,261,488 I I 1991 $4,719,147 7 $450,745 $339,358,500 $677,299,800 $87,479,168 $201,944,156 (1) Construction values were supplied by the City of Brooklyn Center Planning Department. (2) Estimated market values were supplied by the City of Brooklyn Center Assessing Depanment. (3) Bank deposits were supplied by the banks. City of Brookl n Center TABL Y E13 PRINCIPAL TAXPAYERS December 31, 1991 Percentage 1991 of total Market Market Tax�a rers Tv�e of Business Valuation Value Equitable Real Estate Society of America Brookdale Shopping Center $60,911,600 5.93% Ryan Construction Office Buildings 18,213,600 1.77% Dayton-Hudson Corp Department Store 14,671,100 1.43% Commercial Partners Brookdale Square Shopping Center 12,938,500 1.26% Shingle Creek Plaza II Land, Warehouse and Office Buildings p 591 7 0 00 1.03 /o i Norman Chazin Apartment Buildings 10,252,000 1.00% Robert H. Bradley Office and Warehouse Building 9,395,800 0.91% Sears Roebeck and C I om an De p y artment Store o P 92 59 200 0 90 Plaza Real Estate Partners Hotel/Motel 8,288,300 0.81% Twin Lake North Company Apartments 7,950,200 0.77% Total Market Value $162,472,000 15.82% (1) Market values were supplied by the City of Brooklyn Center Assessin De artment. 9 P i TOTAL CITY MARKET VALUE $1,027,318,700 -116- City of Brooklyn Center Table 14 SCHEDULE OF INSURANCE COVERAGE Effective January 1, 1992 (Continued ne� page) Policy Period Tvne of Coveraqe and Details From To Liabilitv Limits I. Statutorv Liabilitv to Emplovees t a. Workers' Compensation 01-01-92 01-01-93 Statutory (participant in the League of Minnesota Cities Insurance Trust Self-Insured Workers' Compensation Program) II. Liabilitv to the Public a. Comprehensive general liability include the following additional coverages: (a) All employees as additional insureds (b) Personal injury coverage to include false arrest, libel, slander, wrongful entry or eviction or invasion of right of privacy. (c) Broad contractual liability (d) Products liability (e) Public Officials' liability (1) Bodily injury 01-01-92 01-01-93 $600,000 combined single limit (2) Property damage 01-01-92 Ot-01-93 $600,000 combined single limit (3) Personal injury 01-01-92 01-01-93 $600,000 combined single limit b. Automobile liability, comprehensive 01-01-92 01-01-93 (1) Bodily injury $600,000 occurrence (2) Property damage $600,000 occurrence (3) Uninsured motorist $600,000 occurrence c. Liquor stores' dram sho 01-01-92 01-01- P 93 $1,000,000 each common cause d. Golf Course and Central Park 04-01-92 10-31-92 $1,000,000 each common liquor liability cause e. Personal accident, Council 03-01-92 03-01-93 $100,000 accidental death Commissions $400/week short term disability f. Personal accident, Volunteers 05-01-92 05-01-93 $100,000 accidental death $400/week short term disability $1,000 Medical -117- City of Brooklyn Center Table 14 SCHEDULE OF INSURANCE COVERAGE (Continued from prior page) Effective January 1, 1992 Buildings and Policy Period Structures Content: {Replacement (Replacement Tvqe of Coveraqe and Details From To Cost) Cost� I I I. Insurance on Citv Propertv 01-01-92 01-01-93 a. Public and institutional property, all risk, blanket $25,853,500; $1,000 deductible replacement value on buildings. (1) Civic Center $5,529,400 $547,000 (2) East Fire Station $541,700 $60,000 (3) Municipal Service Garage $1,230,900 $236,000 (4) Elevated Water Towers 3 locations $3,218,900 $0 (5) Park Shelter Buildings 17 locations $1,362,000 $55,000 (6) Pump Houses 10 locations $842,000 $110,000 (7) Lift Stations 10 locations $622,000 $71,000 (8) Meter Station $15,000 $0 (9) Storage Building $368,200 $0 (10) Outdoor lighting systems 7 locations $316,000 $0 (11) Liquor Store and Fire Station $530,900 $211,000 (12) Humboldt Liquor Store $230,000 $171,000 (13) Leased Liquor Store $45,000 $215,000 (14) Movable Properties $0 $186,000 (15) Pedestrian Bridge 2 locations $1,003,900 $0 (16) Picnic Shelter $51,000 $0 (17) Earle Brown Heritage Center $6,609,600 $1,121,000 (18) Centerbrook Golf Course Club House $284,000 $22,000 (19) Centerbrook Golf Course Garage $11 000 $2,000 (20) Lions Park Concession Stand $32,000 $3,000 Liabilitv Limits b. Boiler and machinery 01-01-92 01-01-93 $3,000,000 per accident c. Automotive physical damage 01-01-92 01-01-93 (1) Comprehensive ACV $250 deductible (2) Collision ACV $500 deductible t IV. Criminal Acts a. Faithful performance blanket position $100,000 per loss b. Mone an ds y ecurities broad form Various c. Depositor's forgery $1 Q0,000 -118- City of Brookl n Center TABLE 15 y DEMOGRAPHIC STATISTICS Last Ten Fiscal Years School Enrollments (3) Mpis-St.Paul No 286 Fiscal Unemployment C.P.I. No 11 No 279 No 281 Earle Year Pooulation Rate Anoka Osseo Robbinsdale Brown 982 30,820 6.5% N/ A 1 238 2 263 630 1,298 1983 30,830 6.4% N/ A 1,300 2,184 622 1,311 984 30,820 4.8% N/ A 1,103 2,039 700 1,310 985 30,630 4.5% N/ A 1,032 2,003 567 1 326 1986 30,267 3.9% 1.3% 1,011 1,838 555 1,361 1987 29,759 4.1 3.0% 989 1,674 570 1,376 1988 29,420 3.5% 5.0% 989 1,674 563 1456 1989 28,578 3.5�/0 4.1 �/0 671 1,674 563 1,652 1 99� 28,810 3.2% 4.1 642 1,616 540 1,747 1991 28,887 4.6% 2.3% 807 1,680 521 1,327 (1) Minnesota Department of Jobs and Trainin Research and g, Statistics Dept. Twin Cities metro area average for year. 296-6545 (2) U.S. Department of Labor, Bureau of Labor Statistics. 290-3996 All urban consumers, (CPI-U) 1982-84, second half change from prior year. (3) School enrollment data was supplied by the schools. -119- TABLE 16 City of Brooklyn Center (Continued MISCELLANEOUS STATISTICAL FACTS next page) December 31, 1991 Date of Incorporation February 14, 1911 Date of Adoption of Cit Charter Y November 8 1 966 Date City Charter Effective December 8, 1966 Form of Government Council-Manager Fiscal Ye r a Be ins 9 January 1 Area of City 8 1/2 square miles Miles of Streets: City 105.59 County 6.49 State 10.79 Miles of Storm Sewers 40.93 Number of Street Lights: Owned by N.S.P 993 Owned by City 78 Building Permits: Number Estimated Issued Cost 991 466 $8,800,980 1990 504 8,035,605 1989 526 19,217,696 1988 554 10,846,987 1987 573 10,421,724 1986 604 28 5 4 9 810 1985 521 32,328,938 1984 545 15,606,354 1983 660 16,096,550 1982 516 $5,968,824 City Employees as of December 31, 1990 Regular full-time 145 Temporary or part-time 269 Total 414 Fire Protection: Number of Stations 2 Number of Full-time Employees 1 Number of Volunteer Firemen 38 Police Protection: Number of Stations 1 Number of Full-time Employees 55 Number of Part-time Employees g -120 1 City of Brooklyn Center TABLE 16 MISCELLANEOUS STATISTICAL FACTS (Continued from December 31, 1991 prior page) Parks and Recreation: Park property totals 522 acres developed to serve a wide variety of recreational interests. Area include playlots, playgrounds, playfields, trails, nature areas and an arboretum. Playgrounds Park shelters y Ice skating rinks Hockey rinks Softball diamonds 26 Baseball diamonds 6 Tennis courts 18 Basketball courts 5 Municipal Water Plant: Number of connections 8,892 Average daily consumption in gallons 3,440,416 Peak daily consumption in gallons 9,064,000 Plant capacity gallons per day 17,652,000 Miles of water mains 113 2� Number of fire hydrants 833 Number of wells 9 Number of elevated reservoirs 3 Storage capacity in gallons 3,000,000 Water rate per thousand gallons $0.55 Municipal Sewer Plant; Number of connections 8, Miles of sanitary sewer 104.98 Daily disposal capacity in gallons 8,497,440 Number of lift stations Residential rate per quarter $31.50 Municipal Liquor Stores (Off-sale): Number of owned stores 2 Number of leased stores 1 1991 sales $2,678,840 Elections Last General Election November 6, 1990 Registered voters 18,339 Votes cast 11,313 Percentage of registered voters voting 64% Last Municipal Election 1990 Registered voters 18,339 Votes cast 11,313 Percentage of registered voters voting 64% -121-