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HomeMy WebLinkAboutCAFR-1994 COMPREHENSIVE ANNUAL FINANCIAL REPORT of the CITY OF BROOKLYN CENTER, MINNESOTA For The Year Ended December 31, 1994 Prepared by THE DEPARTMENT OF FINANCE Charles R. Hansen, Director i (Member of Government Finance Officers Association of the United States and Canada) Citv of Brooklvn Center COMPREHENSIVE A�INUAL FINANCIAL REPORT Year Ended December 31, 1994 TABLE OF CONTENTS Exhibit Page Number Number Title Page I. INTRODUCTORY 5ECTION Table of Contents i- iv City Officials Organization Chart 2 Finance Director's Letter 3 11 Certificate of Achievement 12 II. FINANCIAL SECTION Independent Auditors' Report 13 A. General Purpose Financial Statements (Combined Statements Overview): Combined Balance Sheet Al1 Fund Types and Account Groups 1 15 16 Combined Statement of Revenues, Expenditures and Changes in Fund Balances All Governmental Fund Types 2 1� Combined Statement of Revenues, Expenditures and Changes in Fund Balances Budget And Actual General and Special Revenue Funds 3 18 Combined Statement of Revenues, Expenses and Changes in Retained Earnings Proprietary Fund Types 4 19 Combined Statement of Cash Flows Proprietary Fund Types 5 20 Notes to Financial Statements 21 48 i t Citv of Brooklvn Center COMPREHENSIVE ANNUAL FINANCIAL REPORT Year Ended December 31, 1994 TABLE OF CONTENTS Statement/ Schedule Page Number Number B. Combining, Individual Fund and Account Group Financial Statements and Schedules: General Fund: Balance Sheet A-1 50 Statement of Revenues, Expenditures and Changes in Fund Balance Budget and Actual A-2 51 Schedule of Revenue Other Financing Sources Budget and Actual S-1 52 53 Schedule of Expenditures Budget and Actual S-2 54 58 Special Revenue Funds: Combining Balance Sheet B-1 60 Combining Statement of Revenues, Expenditures and Changes in Fund Balances Budget and Actual B-2 61 62 Debt Service Funds: Combining Balance Sheet C-1 64 Combining Statement of Revenues, Expenditures and Changes in Fund Balances C-2 65 Capital Projects Funds: Combining Balance Sheet D-1 67 Combining Statement of Revenues, Expenditures and Changes in Fund Balances D-2 68 Project-Length Schedule of Construction Projects Capital Improvements Fund S-3 69 Project-Length Schedule of Construction Projects Municipal State Aid Construction Fund S-4 70 Project-Length Schedule of Construction Projects Special Assessment Construction Fund S-5 71 il Citv of Brooklvn Center COMPREHENSIVE ANNUAL FINANCIAL REPORT Year Ended December 31, 1994 TABLE OF CONTENTS Statement/ Schedule Page Number Number Enterprise Funds: Combining Balance Sheet E-1 73 74 Combining Statement of Revenues, Expenses and Changes in Retained Earnings E-2 75 76 Combining Statement of Cash Flows E-3 77 78 Statement of Revenues, Expenses, and Changes in Retained Earnings Municipal Liquor Fund E-4 79 Statement of Revenues, Expenses, and Changes in Retained Earnings Golf Course Fund E-5 80. Statement of Revenues, Expenses, and Changes in Retained Earnings Earle Brown Heritage Center Fund E-6 81 Statement of Revenues, Expenses, and Changes in Retained Earnings Recycling Refuse Fund E-7 82 Statement of Revenues, Expenses, and Changes in Retained Earnings Water Utility Fund E-8 83 Statement of Revenues, Expenses, and Changes in Retained Earnings Sanitary Sewer Fund E-9 84 Statement of Revenues, Expenses, and Changes in Retained Earnings Storm Drainage Fund E-10 85 Internal Service Funds: Combining Balance Sheet F-1 87 Comparative Statement of Revenues, Expenses and Changes in Retained Earnings F-2 88 Combining Statement of Cash Flows F-3 89 Agency Funds: Statement of Changes in Assets and Liabilities Employee Deferred Compensation Fund G 91 General Fixed Asset Account Group: Schedule of Changes in General Fixed Assets by Sources S-6 93 iil Citv of Brooklvn Center COMPREHENSIVE ANNUAL FINANCIAL REPORT Year Ended December 31, 1994 TABLE OF CONTENTS Statement/ Schedule Page Number Number Schedule of General Fixed Assets By Function and Activity S-7 94 Schedule of Changes in General F�xed Assets By Function and Activity S-8 95 General Long-Term Debt Account Group: Comparative Statement of General Long-Term Debt H 97 Summary of Debt Service Requirements to Maturity I gg III. STATISTICAL SECTION Table Page Number� Number General Governmental Expenditures by Function 1 100 General Governmental Revenues and Other Financing Sources by Source 2 101 Tax Levies and Tax Collections 3 102 Assessed Value and Estimated Market Value of All Taxable Property 4 103 Direct and Overlapping Tax Rates and Tax Levies 5 104 Special Assessment Billings and Collections 6 105 Ratio of Net Bonded Debt to Assessed Value and Net Debt Per Capita 7 106 Computation of Legal Debt Margin 8 107 Computation of Direct and Overlapping Debt 9 108 Ratio of Annual Debt Service Expenditures for General Bonded Debt to Total General Expenditures 10 109 Schedule of Revenue Bond Coverage 11 110 Property Value, Constru�tion and Bank Deposits 12 111 Principal Taxpayers 13 112 Schedule of Insurance Coverage 14 113-114 Demographic Statistics 15 115 Miscellaneous Statistical Facts 16 116-117 iv Citv of Brooklvn Center CITY OFFICIALS For the Year Ended December 31 1994 ELECTED OFFICIALS ice Term Expires Term of Off Mayor Myrna Kragness Four Years 12/31/98 Councilmember Barbara Kalligher Four Years 12/31/96 Councilmember Kristen Mann Four Years 12/31J96 Councilmember Kathleen Carmody Four Years 12/31/98 Councilmember Debra Hilstrom Four Years 12/31/98 APPOINTED OFFICIALS City Manager Gerald G. Splinter City Clerk Gerald G. Splinter City Treasurer Charles R. Hansen City Attorney Holmes Graven City Prosecutor Carson Clelland Department Heads: Community Development Brad Hoffman Finance Charles R. Hansen Fire/Emergency Preparedness Ronald Boman Police Scott Kline Public Works Diane Spector Assessing Mark Parish Asst. City Manager/Personnel Coordinator Nancy Gohman City Engineer Scott Brink Civil Defense Coordinator Ronald Boman Fire Marshall Ronald Boman Health Officer Duane Orn, M.D. Liquor Stores Gerald Olson Public Works Superintendent Dave Peterson Recreation Arnold Mavis -1- City of Brooklyn Center Organization 1994 ELECTORATE City Council Advisory Commissions I I Administration Purchasing Human Resources City Attorney City Manager Elections N I Licenses City Cierk i� PUBUC SERVICES FIRE DEPARTMENT POUCE DEPARTMENT FINANCIAL SERVICES COMMUNITY I I I -Patrol DEVELOPMENT -Fire Prevention -Accounting i -Engineering -Investigation i -Fire Supression -Audit -Assessing -Street Mntce -Crime Prevention -Sanitary Sew�er -Emergency Preparedness -Community Programs -Utility Billing -Inspections -CeMrel Garage -Support Services -Risk Management -EDA/HRA -GoJt B�d9$ -Dispatch -Management Information Services -Zoning -Storm Sewer -Liquor Stores -EBHC -Water DePt -Planning -Park Mntce -Recreation Programs i -Community Center I -Gdf Course a� r +�r rr �r a�r as +r +�w City o f Brooklyn Center A great place to start. A great place to stay. June 12, 1995 Honorable Mayor and City Council Members City of Brooklyn Center Dear Mayor Kragness and City Council Members: Submitted herein is the Comprhensive Annual Financial Report of the City of Brooklyn Center, Minnesota for the fiscal year ended December 31, 1994. This report has been prepared following the guidelines recommended by the Government Finance Officers Association of the United States and Canada. The Government I 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 eleven years have received this award. It is our belief that the accompanying report meets program standards, and it will be submitted to the Government Finance Officers Association for review. Responsibility for both the accuracy of the data, and the completeness and fairness of the presentation, including all disclosures, rests with the City. To the best of our knowledge and belief, the enclosed data 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 city. 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 financial statements and schedules. The statistical section includes selected financial and demographic information, generally presented on a multi year basis. The Cit is re uired to under o an annual sin le audit in Y q g 9 conformity with the provisions of the Single Audit Act of 1984 and U.S. Office of Management and Budget Circular A-128, "Audits of State and Local Governments". Information related to this single audit, including the schedule of federal financial assistance, 6301 Shingle Creek Pkwy, Brooklyn Center, MN 55430-2199 City Hall TDD Number (612) 569-3300 Recreation and Community Center Phone TDD Number (612) 569-3400 FAX (612) 569-3494 An Affirmatiue Action/Equal Opportunities Employer findings and questioned costs, and independent auditors' reports on the internal control structure and compliance with appTicable laws and regulations, is issued as a separate report. REPORTING ENTITY The financial reporting entity ineludes all funds and account groups of the primary government (i.e., the City of Brooklyn Center as legally defined), as well as all of its component units. Component un�ts are legally separate entities for which the primary government is financ:ially accountable. Blended component units, although-legally separate entities, are, in substance, part of the primary govexnment's operations and are included as part of the primary government. Accordingly, Economic Development Authority and Housing and Redevelopment Authority are reported as capital project funds of the City of Brooklyn Center. The City provides a full range of municipal services including public safety (police and fire), streets, sanitation, sociaT services, culture-recreation, public improvements, planning and zoning, and general administrative services. The City alsa 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. ECONOMIC CONDITI01�1 AND OUTLOOK "The Twin Cities ranks among the largest metrop.olitan economies in the nation, having achieved status as a major national regional center," according to a Metropolitan Council report. Brooklyn Center is a first ring suburb located in the northwestern corner of Minneapolis-St. Paul metropolitan area. Its commercial district is anchored by the Brookdale Shopping Center whYCh 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 major highways which make it a very attractive location. Commercial and industrial property comprises 58� of the City's taxable net tax capacity. There are five major shopping centers located in the City in addition to a large number of retail establishments including K-Mart, Kohl's Department Store, Toys R Us, Jerry'"s New Market and Builders Square. The largest commercial property in the City is Brookdale Mall,`an 1,000,000 square-foot regional shopping;center anchored by Daytons, Sears, Penny's and Mervyns. Brookdale Square, a 125,000 square-foot strip center is occupied by Circuit City and the Drug Emporium. The remaining three major shopping centers include Shing�.e Creek Center, a",' 157,000 square-foot three building center anchored by Target; Westbrook Mall, an 88,000 square-foot center anchored by Dayton's -4- Home Store; and Brookview Plaza, a 70,000 square-foot center anchored by Best Buy and Office Max. MAJOR EVENTS nF 1994 The City retained BRW, Inc. to study and provide a definitive plan for shaping the image and the utilization of the Brooklyn Boulevard Corridor over the next twenty years. Over the years, Brooklyn Boulevard has been undergoing a transformation from a low-density residential street to a major commercial arterial. Along with this change have come pressures to accommodate more traffic and intensify the land uses along the Corridor. The intent of the study was to create a practical plan which will provide realistic and comprehensive guidelines for the future development of the Corridor. In conjunction with the Brooklyn Boulevard Study, the City coordinated a project with Metropolitan Council Transit Operations for a park and ride facility on the corner of I-694 and_Brooklyn Boulevard. The City also completed the reconstruction of 69th Avenue and Brooklyn Boulevard and purchased properties along Brooklyn Boulevard to assist in future redevelopment. The City public works garage is undergoing extensive remodeling and is expected to be completed in the spring of 1995. The garage houses the City's street, park, vehicle maintenance and public utilities operations. The project is estimated to cost $1.6 million. Funding for the project is from the Capital Improvements, Water and Sewer funds. Earle's, a unique special occasion restaurant opened in April 1994 at the Earle Brown Heritage Center. The restaurant brings gourmet country cuisine to the North Metro Area. The City is in the process of completing two comprehensive street and utility improvements for the City. These improvements were funded by general obligation bonds sold during 1994 and include the Special Assessments Construction Fund and Storm Drainage Fund. FINANCIAL INFORMATlON Management of the City is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the City are protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for the preparation of financial statements in conformity with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that: (i) 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. -5- r Sinale Audit. As a recipient of federal, state and county financial assistance, the City also is responsible for ensuring that an adequate internal control structure is in place to ensure compliance with applicable laws and regulations related to those programs. This internal control structure is subject to periodic evaluation by management and the independent auditors. As a part of the City's single audit, which was described earlier, tests are made to determine the adequacy of the internal control structure, including that portion related to federal financial assistance programs, as well as to determine that the City has complied with applicable laws and regulations. The results of the City's single audit for the fiscal year ended December 31, 1994 provided no instances of material weaknesses in the internal control structure or significant violations or material instances of noncompliance with applicable laws and regulations. Budaetina Controls. In addition, the City maintains budgetary controls. The objective of these budgetary controls is to ensure compliance with legal provisions embodied in the annual budget appropriation approved by the City's governing body. Activities of the general fund and special revenue funds are included in the annual a ro riated bud et. t- en a pp p g Pro'ec 1 gth fin ncial lans are 7 P 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 City continues to meet its responsibility for sound financial management. General Fund Functions. The following schedule presents a summary of general fund budgeted revenues for 1995, and actual revenues for the fiscal year ended December 31, 1994, compared to 1993. General Fund Revenues Other Financina Sources 1994 Increase 1995 1994 1993 -Decrease BUDGET ACTUAL ACTUAL From 1993 Taxes $6,376,165 $5,703,773 $5,006,710 697,063 License permits 296,400 317,620 300,480 17,140 Intergovernmental revenue 3,479,626 3,353,247 3,167,214 186,033 Charges for services 893,732 825,959 838,883 =12,924 Court fines 112,000 113,573 140,104 -26,531 Misc. revenues 200,000 241,570 279,211 37,641 Other financing sources 100,000 190,000 295,000 -105,000 TOTAL $11,457,923 $10,745,742 $10,027,602 718,140 -6- Revenues and other financing sources for the General Fund totaled $10,745,742 in 1994, an increase of $718,140 from the previous year. From the table above, it is apparent that the major sources of revenue available for funding of general governmental functions are taxes and intergovernmental revenue, which when combined, provide 84� of the total revenues. The principal sources of intergovernmental aid to the City are homestead and agricultural credit aid of 1 286 780 and oc v 1 al o ernment aid of 1 757 227. I �i �J Other financing sources decreased $105,000 when compared to the prior year. In the 1994 budget, the City eliminated the use of certificates of indebtedness resulting in significant interest savings. The following schedule presents a summary of general fund budgeted expenditures for 1995, and actual expenditures for the fiscal year ended December 31, 1994, compared to 1993. General Fund Expenditures 1994 Increase 1995 1994 1993 -Decrease BUDGET ACTUAL ACTUAL From 1993 General Govt $1,882,240 $1,692,268 $1,560,674 131,594 Public Safety 4,882,085 4,409,490 3,870,563 538,927 Public Works 1,560,386 1,230,565 1,756,187 -525,622 Community Serv 40,860 41,495 41,325 170 Parks Recr 2,333,701 2,055,479 1,999,270 56,209 Economic Development 187,625 199,982 178,703 21,279 Non-departmental 571,026 312,779 300,803 11,976 t TOTAL $11,457,923 $9,942,058 $9,707,525 234,533 Ex enditures for the General Fund totaled 9 942 058 in 1994 an P overall increase of less than 2.5% when compared to 1993. Public Safety expenditures increased primarily because of additional personnel costs and the new central garage fees. Public Works expenditures decreased primarily because of personnel costs being charged to capital project funds for improvement projects and the transfer of the vehicle maintenance operation to the Central Garage Internal Service Fund. I GENERAL FUND BALANCE The fund balance, after an equity transfer of $200,000 to the Central Garage Internal Service Fund, increased by $603,684 or 13.1� in 1994. The ending fund balance of $5,214,413 is the equivalent of five months of expenditures for the 1995 budget. Property taxes and inter-governmental revenue represent 86� of the budgeted general fund revenue for 1995. The State of Minnesota has structured city finances so most of these revenues are received in -7- the second half of the fiscal year. Minnesota cities typically receive as little as 10� of their total 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 is zero as a result of this designation. The City compensates all employees upon termination 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. 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 January 1994, a new 5 year lease was signed for the third store, which secures favorable lease rates. Centerbrook Golf Course began operating in 1988 and recorded operating profits from 1990 through 1993. A combination of a major maintenance project and the transfer of equipment to the Central Garage caused an operating loss in 1994. Profitability is expected to return in 1995. Green fees have been increasing each year to keep pace with inflation. The Earle 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 City's policy for this enterprise is to set fees and user charges at a level which allows the operations to break-even excluding depreciation on contributed assets. The dwindling supply of landfill space for the disposal of garbage has become a major concern in Minnesota. State and county mandated goals for the diversion of garbage to recycling 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 -8- 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 Metropolitan Waste Control Commission for sewage treatment. 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 storm water runoff. In response to this, the City created a Storm Drainage Utility Fund. Its fee structure is based upon the amount of water discharged into the storm sewer system. INTERNAL SERVICE FUNDS The Central Garage Fund was established to own and maintain all operating equipment of the City. At present, the fund maintains some 160 pieces of rolling and non-rolling stock equipment with a book value of $1,953,771. Equipment maintenance, repair, fuel, and replacement costs are provided from rental rates which the Central Garage Fund charges City operating departments for the use of the equipment. AGENCY FUND The Deferred Compensation Agency Fund accounts for the I.C.M.A. Retirement Corporation plan with a market share value totaling $2,635,726 for City employee plan members at year end. DEBT ADMINISTRATION At December 31, 1994, the City had a number of debt issues outstanding. These issues include $2,605,000 of general obligation state aid street bonds, $1,010,000 of special�assessment debt with government commitment, $1,830,000 of general obligation revenue bonds and $14,085,000 of general obligation tax increment bonds. The City maintained its A-1 rating from Moody's Investors Service. The City issued $1,830,000 of revenue bonds and $835,000 of special assessment bonds in 1994 to provide construction proceeds for various improvement�projects in the City. CASH MANAGEMENT The Finance Department keeps abreast of current trends and procedures for cash management and forecasting so as to ensure 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 8.24 percent to a low of 4.12 percent. Interest earned during 1994 amounted to $1,568,375 compared to $1,912,587 during 1993. The -9- i City adopted a written investment policy in 1990 The policy's objectives are to minimize credit and market risk, provide needed liquidity, and maintain a competitive yield on the portfolio. All deposits were either insured by federal depository insurance or collateralized. Investment securities are held in a custody arrangement with a bank trust department. All investments are listed in the lowest credit risk category, Category 1. Cash balances for all funds of the City are maintained on a combined basis and invested, to the extent possible, in 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. The City hasn't purchased any collateralized mortgage obligations, derivatives, or interest only strip investments. Our practice is to hold investments to maturity. The only reason to sell prior to maturity would be an unforeseen cash flow need. In the past two years, there have been no occasions where investments �aere sold prior to maturity. Of the City's portfolio as of December 31, 1994, 45� matures within 1 year, another 22� in the second year, 17� in the third year, 15� in the fourth year, and the last 1� in the fifth year. RISK MANAGEMENT The City insures all significant risk. A schedule of such insurance is included in the Statistical Section. INDEPENDENT AUDIT The City Charter and State Statutes require the Council to provide for an audit of the financial transactions of'the City. Deloitte Touche LLP has been retained for that purpose and their unqualified opinion has been included in this report. CERTIFICATE OF ACHIEVEMENT The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence im Financial Reporting to the City of Brooklyn Center for its comprehensive annual financial report for the fiscal year ended December 31, 1993. 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. 10 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, with special recognition to Theresa Eichten, Accountant. We would like to express our appreciation to all members of the Department. We would also like to thank the Mayor, City 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, C��,«�,�� R N Charles R. Hansen Director of Finance ti".'1�-r�� Timothy R. Johnson Assistant Director of Finance 11 I Certificate of Achievement 1 or Exce��ence in Financia= �e�ortln g 1 Presented to Cit of Broo n Center y Minnesota I For its Comprehensive Annual Financial F�eport for the Fiscal Year Ended December 31, 1993 A Certificate of Achievement far Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose camprehensive annual financial reports (CAFRs) achieve the highest standards in government accounting and financial reporting. P N�E ORF °N� �9 1 v 1 W yy t CANAOA President 6 CORPORATION �IE�4.1[. O� r CHICAGa� Executive Director De oitte Touche «P 400 One Financial Plaza Telephone: (612) 397-4000 120 South Sixth Street Facsimile: (612) 397-4450 Minneapolis, Minnesota 55402-1844 INDEPENDENT AUDITORS' REPORT The Honorable Mayor and Members of the City Council of the 1 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, 1994 and for the year then ended, listed in Section IIA 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 audit. We conducted our audit in accordance with generally accepted auditing standazds and Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, such genetal purpose financial statements present fairly, in all material respects, the financial position of the City of Brooklyn Center, Minnesota at December 31, 1994 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 responsibility 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. 1 �e�-�- April 17, 1995 I I I DeloitteTouche Tohmatsu International City of Brooklyn Center, Minnesota GENERAL PURPOSE FINANCIAL STATEMENTS The general purpos� 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. I I' 14 City of Brooklyn CeMer EXHIBIT 1 All Fund Types and Acxount Groups COMBINED BALANCE SHEET (Continued next page) December 31, 1994 Fiduciary Totals Govemmental Fund Types Proprietary Fund Types Fund Types Axount Groups (Memorandum Ony) Generel Generel Special Debt Capital Irrternal Fixed Long-Term December3l, General Revenue Service Projects Enterprise Service Agency Assets Debt 1994 1993 ASSETS AND OTHER DEBITS Cash, cash eguivalents and investments (Notes 2 8 3) $6,Oy1,449 $53,189 $1,505,385 $9,845,647 $4,922,337 $3,840,501 $26,238,508 $24,311,553 Receivabies: Accounts 42,150 280,572 69,192 970,738 3,027 1,365,679 1,082,393 DeUnquertttaxes(Note1K) 237,996 9,648 247,644 191,149 Special assessments: Deferced 21,010 445,415 1,018,095 61,886 1,546,406 1,538,827 Delinquent 1,145 7,922 46,181 3,590 58,838 43,068 Due from �her (unds (Note 11) 103,066 103,066 147,584 Duefromothergovemmerrts 21,841 65,816 1,968,764 940,091 2,996,512 1,969,190 Irnentories and supplies (Note 1G) 328,575 17,874 346,449 319,790 Prepaid expenses 143,157 143,157 153,342 Cn IMerfund advances (Note 11) 105,074 1,902,053 2,007,127 1,958,087 Restricted investments (Note 1H) 4,182,719 1,000,000 4,000,000 9,182,799 9,184,451 Restricted receivables 473,344 473,344 InvestmeMs for deterced compensation plan at market (Note 13) $2,635,726 2,635,726 2,532,735 Property, plard and equipment (Note 4) 36,170,962 3,936,720 $12,985,809 53,093,491 49,921,592 Less accumulated depreciation (8,203,431) (1,982,949) (10,186,380) (9,398,500) Amour�t available in Debt Service Funds $5,688,104 5,688,104 5,846,719 Amour�t to be pravided for General Long- Term Debt 12,011,896 12,011,896 11,798,281 Total Assets ar� Other Debits $6,478,510 $421,732 $6,141,441 $15,962,646 $39,811,249 $5,815,173 $2,635,726 $12,985,809 $17,700,000 $107,952,286 $101,600,261 (See notes to financial statemeMs) i 'I �■r At �r a� �r rr �s r City of Brooklyn Center Exhibit 1 All Fund Types and Account Groups COMBINED BALANCE SHEET (Continued from prior page} December 31, 1994 Fiducia ry Totals Governmental Fund Types Proprietary Fund Types Fund Types Account Groups Memorandum Only Genera� General Special Debt Capitai Internal Fixed �ong-Term December3l, LIABILITlES, EQUITY AND OTHER CREDITS General Revenue Service Projects Enterprise Service Agency Assets Debt 1994 1993 Liabilities Accounts payable $266,152 $19,414 $72,258 $383,627 $15,751 $757,202 $746,724 Contracts payable 127,485 127,485 Duetoothergovernments 44,132 97,973 142,105 81,913 Due to other funds (Note 11) 65,816 37,250 103,066 147,584 Accrued salaries and wages 109,902 4,585 32,321 209,441 356,249 387,445 Accrued vacation sick pay (Note 11) 526,755 18,640 48,399 21,099 614,893 598,591 Accrued interest payable 37,760 37,760 Temporary improvement notes (Note 3) 1,624,344 1,107,541 389,205 3,121,090 2,713,882 Deferred revenue 317,156 22,155 $453,337 3,042,688 3,835,336 3,442,432 Intertund loans (Note 11) 698,143 1,308,984 2,007,127 1,958,087 Liabilities payable from restricted assets 54,710 54,710 I State aid street bonds payable (Note 5) $2,605,000 2,605,000 2,750,000 Special assessment debt with government commRment (Note 5) 1,010,000 1,010,000 275,000 Tax increment bonds payable (Note 5) 14,085,000 94,085,000 14,620,000 Revenue bonds payable (Note 5) 1,830,000 1,830,000 Deferred compensation tunds held for paRicipants (Note 13) $2,635,726 2,635,726 2,532,735 i i-+ Total Liabilities 1,264,097 2,527,845 453,337 4,410,447 4,085,006 246,291 2,635,726 17,700,000 33,322,749 30,254,393 i Eauitv and Other Credits Contributed capital (Note 6) 21,187,660 4,114,355 25,302,015 24,718,109 Investment in general fixed assets $12,965,609 12,985,809 12,260,340 Retained earnings: Reserved: Debt Service 90,625 90,625 Special assessments 65,476 65,476 90,148 Plant expansion (Note 1H) 4,000,000 4,000,000 4,000,000 Unreserved 10,382,482 1,454,527 11,837,Q09 10,432,117 Fund Balances (Deficits): Reserved: Debt service 5,688,104 5,688,104 5,846,719 Unexpended appropria4ions 223,951 223,951 679,551 Dedicated housing accouM (Note 1H) 1,000,000 1,000,000 1,000,000 interfund �oans 105,074 1,902,053 2,007,127 1,958,087 Unreserved: Designated: Working capftal 5,052,687 5,052,687 4,466,375 Unexpended appropriations 56,652 56,652 39,280 Undesignated (2,106,113) 8,426,195 6,320,082 5,855,142 TotalEquityandOtherCredits 5,214,413 (2,106,113) 5,688,104 11,552,199 35,726,243 5,568,882 12,985,809 74,629,537 71,345,868 TotalLiabilities,Equity&OtherCredits $6,478,510 5421,732 $6,141,441 $15,962,646 $39,811,249 $5,815,173 52,635,726 $12,985,809 $17,700,000 $107,952,286 5101,600,261 (See notes to financial statements) City of Brooldyn Center EXHIBIT 2 All Governmental Fund Types COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES For the Y�r Ended December 31, 1994 Totals Special Debt Capital Memorandum Only Revenues General Revenue Service Projects 7994 1993 Taxes and special assessments $5,703,773 $1,529,651 $328,696 �491,057 $8,053,177 $7,571,724 Licenses and permits 317,620 3�7,�p 3pp�qgp Intergovemmental 3,353,247 184,836 812,098 4,350,181 3,6i9,863 Charges for services 825,959 18,413 844,372 850,366 Court fines 113,573 113,573 140,104 Investmenteamings 218,671 2,233 261,876 694,490 1,177,270 1,330,768 Miscellaneous 22,899 27,831 50,730 728,667 Total Revenues 10,555,742 1,735,133 590,572 2,025,476 14,906,923 14,601,972 Exoenditures Current: General government 1,692,268 1,692,268 1,560,674 Public safety 4,409,490 4,409,490 3,870,563 Publicworks 1,230,565 �,23p,�,5 �,7��987 Community services 41,495 41,495 41,325 Parks and recreation 2,055,479 19,159 2,074,638 2,071,668 Economicdevelopment 199,982 72,270 729,739 1,001,991 675,150 Non-departmental 312,779 312,779 300,803 Capital outlay 1,732,862 1,732,862 2,629,938 Debt service: Principal retirement 7gp,ppp 780 ppp ��p Interest and fiscal charges 81,656 1,082,191 109,132 1,272,979 1,399,704 Total Expenditures 9,942,058 173,085 1,862,191 2,571,733 14,549,067 15,967,012 Excess or Deficiency(-) of Revenues Over Expendit 613,684 1,562,048 (1,271,619) (546,25� 357,856 (1,365,040) Other Financina Sources or Uses(-1 Proceeds from sale of bonds 3,533 824,980 828,513 Operating transfers in 190,000 1,559,471 1,014,519 2,763,990 2,316,801 Operatingtransfersout (1,559,678) (1,229,154) (2,788,832) (2,301,611) Sale of certificates of indebtedness Zp ppp Total Other Financing Sources or Uses(-) 190,000 (1,559,678) 1,563,004 610,345 803,671 135,190 Excess or Deficiency(-) of Revenues and Other Sources Over Expenditures and Other Uses 803,684 2,370 291,385 64,088 1,161,527 (1,229,850) Fund Balances (Deficits) January 1 4,610,729 (2,108,483) 5,846,719 11,496,189 19,845,154 22,710,441 EquityTrensfersOut (200,000) (450,000) (8,078) (658,078) (1,635,43� Fund Balances (Deficits) December 31 $5,214,413 (a2,106,113) $5,688,104 $11,552,199 $20,348,603 $19,845,154 (See notes to financial statements) 17 I City of Brooldyn 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, 1994 General Fund Special Revenue Funds Actual Over Actual Over Under(-) Under(-) Budget Actual Budget Budget Actual Budget Revenues Propertytaxes $5,884,414 35,703,773 ($180,641) �1,365,000 51,529,651 $164,651 Licenses and permits 289300 317,62Q 28,320 Intergovemmental 3,320,818 3,353,247 32,429 235,627 184,836 (50,791j Charge for services 943,133 825,�9 (117,174) 15,000 18,413 3,413 Court fines 144,000 113,573 (30,42� Investment eamings 170,000 218,671 48,671 1,500 2,233 733 Miscellaneous 14,500 22,899 8,399 Total Revenues 10,766,165 10,555,742 (210,423) 1,617,127 1,735,133 118,006 Exoenditures Generalgovemment 1,808,919 1,692,268 (tf6,651) 1 Public safety 4,675,502 4,409,490 (266,012) Public works 1,562,401 1.230,565 (331,836) Community services 41,572 41,495 (77) Parks and recreation 2,205,448 2,055,479 (149,969) 28,000 19,159 (8,841) Economicdevelopment 206,000 199,982 (6,018) 1,100 72,270 71,170 Non-departmental 456,323 312,779 (143,544) Interest and fiscal charges 104,000 81,656 (22,344) Total Expenditures 10,956,165 9,942,058 (1,014,10� 133,100 173,085 39,985 Excess or Deficiency(-) of Revenues Over Expenditures (190,000) 613,684 803,684 1,484,027 1,562,048 78,021 Other Financina Sources or Uses(-1 Operating transfers in 190,000 190,000 Operating transfers out (1,638,806) (1,559,678) 79,128 Total Other Financing Sources or Uses(-) 190,000 190,000 0 (1,638,806) (1,559,678) 79,128 Excess or Deficiency(-) of Revenues and Other Sources Over Expenditures and Other Uses 0 803,684 803,684 (154,779) 2,370 157,149 Fund Balances (Deficits) January 1 4,610,729 4,610,729 (2,108,483) (2,108,483) Equ'dy Transfer Out (200,000) (200,000) Fund Balances (Deficits) December 31 $4,410,729 a5,214,413 E803,684 ($2,263,262) ($2,106.113) 3157,149 (See notes to financial statements) 1� City of Brooklyn Center EXHIBIT 4 Proprietary Fund Types COMBINED STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1994 Intemal Totals Enterprise Service (Memorandum Only) Oneratina Revenues Funds Funds 1994 1993 Sales and user fees $9,248,796 $1,030,412 $10,279,208 $8,417,244 Cost of sales 2,413,423 2,413,423 2,244,689 Net Operating Revenues 6,835,373 1,030,412 7,865,785 6,172,555 OperatinC�„Ex�enses Personal services 2,246,599 277,284 2,523,883 2,038,654 Supplies 281,683 180,356 462,039 234,704 Other services 2,414,671 54,748 2,469,419 2,223,486 Insurance 97,067 26,037 123,104 71,671 Utilities 343,677 343,677 307,402 Rent 69,858 69,858 69,772 Depreciation 721,297 318,413 1,039,710 795,527 Total Operating Expenses 6,174,852 856,838 7,031,690 5,741,216 Operating Income Loss 660,521 173,574 834,095 431,339 Nononeratina Revenues or Exnenses f-1 Investment eamings 518,661 1fi1,272 679,933 581,819 Special assessments (for service hookups and delinquencies) 16,776 16,776 30,407 Other revenue 2,153 499 2,652 2,036 Loss on disposal of fixed assets (11,541) (2,458) (13,999) Interest and fiscal agent fees (123,465) (123,465) (84,491) Total Net Nonoperating 402,584 159,313 561,897 529,771 Income Before Operating Transfers 1,063,105 332,887 1,395,992 961,110 Operating Transfers In 124,842 124,842 84,810 Operating Transfers Out(-) (100,000) (100,000) (100,000) Net Income 1,087,947 332,887 1,420,834 945,920 Depreciation on contributed assets that reduces contributed capital 338,532 275,258 613,790 343,228 Retained Earnings January 1 13�,675,883 846,382 14,522,265 13,233,117 Equity Transfer from Contributed Capital 55,320 55,320 Equity Transfer tn (Out) (619,099) (619,099) Retained Earnings December 31 $14,538,583 $1,454,527 $15,993,110 $14,522,265 (See notes to financial statements) 19 City of Brooklyn Center EXHIBIT 5 Proprietary Fund Types COMBINED STATEMENT OF CASH FLOWS For the Year Ended December 31, 1994 Internal Totals Enterprise Service (Memorandum Only) Cash flows from operatinq activities: Funds Funds 1994 1993 Operating income (loss) $660,521 $173,574 $834,095 $431,339 Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating acNities: Depreciation 721,297 318,413 1,039,710 795,527 Loss on sale of fixed assets 2,458 2,458 Changes in assets and liabilities: Accounts receivable and due from other governments (1,179,037) (3,027) (1,182,064) (278,177) Inventories (8,785) (17,874) (26,659) (35,829) Prepaid expenses 10,185 10,185 (4,754) Accounts payable 34,125 15,751 49,876 90,709 Accrued salaries and leave (8,413) 24,664 16,251 31,209 Accrued interest payable 37,760 37,760 Accrued heafth insurance liability (10,668) (10,668) 25,454 Other nonoperating income 18,929 499 19,428 32,443 Net cash provided by (used for) operating activities 286,582 503,790 790,372 1,087,921 Cash flows from nonca�ital financina activities: Proceeds from borrowings on revolving loan 153,726 153,726 305,479 Principal payments on revolving loan (20,960) (20,960) (19,257) Interest paid on revolving loan (93,257) (93,257) (84,491) Operating transfers in 124,842 124,842 84,810 Operating transfers out (100,000) (100,000) (100,000) Net cash provided by noncapital financing activities 64,351 64,351 186,541 Cash flows from capital and related financina activities: Proceeds from bond sale 1,830,000 1,830,000 Capital contributions 1,060,989 1,060,989 1,685,287 Equity transfer to Central Garage Fund (402,911) (402,911) Acquisition and construction of capital assets (2,154,965) (583,913) (2,738,878) (1,250,812) Interest paid on revenue bonds (30,208) (30,208) Net cash provided by (used for) capital and related financing activities (758,084) 477,076 (281,008) 434,475 Cash flows from investinv activities: Interest on investments 518,661 161,272 679,933 581,819 Net cash provided by investing activities 518,661 161,272 679,933 581,819 Net increase (decrease) in cash and cash equivalents 111,510 1,142,138 1,253,648 2,290,756 Cash and cash equivalents at beginning of year 4,810,827 2,698,363 7,509,190 5,218,434 Cash and cash equivalents at end of year $4,922,337 $3,840,501 $8,762 $7,509,190 NONCASH FINANCING, CAPITAL, AND INVESTING ACTIVITIES Gain (loss) on disposal of fixed assets ($656) Gain (loss) resulting from transfer of fixed assets to the Central Garage Fund (10,885) Contribution of ficed assets from other funds 216,188 Fixed Assets transferred to other funds 216,188 24,161 (See notes to financial statemenfis) -20- Citv of Brooklvn Center NOTES TO FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31. 1994 Note 1: Summarv of Sicrnificant Accountina Policies The City of Brooklyn Center, Minnesota (City) was formed and I operated pursuant to applicable Minnesota laws and statutes. The overnin bod consists of a five-member Cit Council g g Y Y elected at large to serve four-year staggered terms. A. Reportina Entitv The City includes all funds, organizations, institutions, agencies, departments and offices that are not legally separate from such. Component units are legally separate organizations for which the elected officials of the City are financially accountable and are included within the general purpose financial statements of the City because of the si nificance of t heir o erational or financial relationshi s g P P with the City. BLENDED COMPONENT UNITS: Blended com onent u p nits, although legally separate entities, are, in substance, part of the government's operations and so data from these units are combined with data of the primary government. Economic Development Authority (EDA) and Housing and Redevelopment Authority (HRA) in and for the City of Brooklyn Center: The governing boards are the City Council. The Council reviews and approves EDA and HRA tax levies, and the City provides major community development financing for EDA and HRA activities. Debts issued for EDA and HRA activities are City general obligations. Although the EDA and HRA are legally separate from the City, they are reported as if they were part of the City because their sole purpose is carry out certain redevelopment projects for the City. Complete financial statements for the EDA and HRA may be obtained at the City offices located at 6301 Shingle Creek Parkway, Brooklyn Center, Minnesota 55430. RELATED ORGANIZATIONS: The Brooklyn Center Fire Department Relief Association (Association): The Association is organized as a nonprof�t organization, legally separate from the �ity, by its members to provide 21 I Note 1: Summarv of Sianificant Accountina Policies (continued) A. Renortina Entitv (continued) pension and other benefits to such members in accordance with Minnesota Statutes. Its board of directors is appointed by the membership of the Association and not by the City Council and the Association issues their own set of financial statements. All funding is conducted in accordance with applicable Minnesota Statutes, whereby state aids flow to the Association, tax levies are determined by the Association, and are only reviewed by the City and the Association pays benefits directly to its members. The Association may certify tax levies to Hennepin County directly if the City does not carry out this function. Because the Association is fiscally independent of the City, the financial statements of the Association have not been included within the City's reporting entity. (See Note 9 for disclosures relating to the pension plan operated by the Association.) The City's portion of the I costs of the Association's pension benefits are included in the General Fund under public safety. I JOINT VENTURES AND JOINTLY GOVERNED ORGANIZATIONS: The City has several agreements with governmental and other entities which provide reduced costs, better service, and additional benefits to the participants. These programs, which the City participates in, are listed below and amounts recorded within the current year financial statements are disclosed. Local Government Information Systems Association (Logis): This consortium of approximately 20 government entities provides computerized data processing and support services to its members. Logis is legally separate•' the City does not appoint a voting majority of the Board, and; the Consortium is fiscally independent of the City. The total amount recorded within the 1994 financial statements of the City was $222,400 for services provided which is allocated to the various funds based on applications. Complete finacial statements may be obtained at the LOGIS offices located at 2700 Freeway Boulevard, Sui�e 300, Brooklyn Center, Minnesota 55430. Logis Insurance Group: This group provides cooperative purchasing of health and life insurance benefits for approximately 45 government entities. The total amount recorded within the 1994 financial statements of the City was $455,219 for services provided. -22- Note 1: Summarv of Sianificant Accountina Policies (continued) B. Fund Accountina 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. Capital Projects Funds Capital Projects Funds are used to account for financial resources to be used for the acquisition or construction of ma'or ca ital facilities other than those 7 P financed by proprietary funds. PROPRIETARY FUNDS: Enterprise Funds Enterprise Funds are used to account for operations that are financed and operated in a manner similar to private business enterprises where the intent is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered rimaril throu h user charges. P Y 5 Internal Service Funds Internal Service Funds are used to account for the financing of goods or services provided by one department to other departments of the City on a cost reimbursement basis. -23- Note l: Summarv of Sianificant Accountina Policies (continued) B. Fund Accountina (continued) 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 Lona-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 resou�ces" 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. All fixed assets are valued at historical cost or estimated historical cost if historical cost is urtavailable. 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. -24- Note 1: Summarv of Sianificant Accountina Policies (continued) C._Fixed As�ets and Lona-Term Liabilities (continued) Long term liabilities expected to be financed from governmental funds are accounted for in the General Long-Term Debt Account Group, not in the governmental funds. 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 Accountina 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. 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. All 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 Budaetarv Accountinq The City follows these procedures establishing the budgetary data reflected in the financial statements: -25- Note 1: Summarv of Sianificant Accountina Policies (continued) E. Budaet� and Budaetarv Accountina (continued) 1. 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 I the ta s osed bud e xe which would result from the ro ts of all P P 5 taxing units to each property in November. 3. Public hearings are conducted to obtain taxpayer comments. 4. The budgets are legally enacted through passage of a resolution by the City Council in the month of December. 5. The City Council must authorize any transfer of budgeted amounts between departments within any fund. 6. Supplemental appropriations during the year may only be 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. All 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 bond indenture provisions. Budgetary ,control for Capital Projects Funds is accomplished through•the use of project controls. 9. Budgets are adopted on a basis consistent with generally accepted accounting principles. Annual appropriated budgets are adopted for the General and Special Revenue Funds. 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 26 Note 1: Summarv of Sianificant Accountincr Policies (continued) F. Investments (continued) funds on the basis of applicable cash balance participation by each fund. Cash investments are stated at amortized cost (which approximates marketj except for Deferred Compensation Fund assets which are recorded at 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 in the Earle Brown Heritage Center Fund and weighted average in the Municipal Liquor Fund. The costs of governmental fund type supplies are recorded as expenditures when purchased. H. Restricted Assets and Retained Earnincts Investments and Retained Earnings in the amount of $3,700,000 in the Water Utility Fund and $300,000 in the Sanitary Sewer Fund have been restricted for the possible future expansion of the facilities. The City Council passed a resolution establishin a$1 000 000 endowment account in the Ca ital g P Project Economic Development Authority Fund. The endowment account's interest is used by the E.D.A. to fund various housing programs. Investments in the Refunding Tax Increment Bonds of 1992 Debt Service Fund are classified as restricted because the securities have been placed in an irrevocable trust with an escrow agent. I. Accumulated Unbaid Vacation and Sick Pav The City pays employees severance pay upon termination of employment based on accumulated sick leave and accrued vacation. Such pay is accrued as an expenditure/expense as it is earned. J. Fund Eauitv Contributed capital is recorded in proprietary funds that have received capital grants or contributions from developers, customers or other funds. Reserves represent those portions of fund equity not appropriable for expenditure or legally segregated for a specific future use. Designated fund balance represents tentative plans for future use of financial resources. -27- Note 1: Summarv of Sianificant Accountina Policies (continued) II K. Pronertv 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. I Real ro ert taxes ma be aid b tax a ers in two e ual P P Y Y P Y P Y q 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 July and December. 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. At December 31, 1994, the City has I� recorded $79,160 in deferred revenue for the General Fund for estimated property tax abatements that are anticipated to be repaid to the County in early 1995. L. Reclassification Certain 1993 accounts have been reclassified to conform to the 1994 presentation. M. 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. I II -28- Note 2: Cash and Investments A. Denosits 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 bond, 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 collateral be held in safekeeping by the City treasurer or in a financial institution other than that furnishing the collateral. At December 31, 1994 the carrying amount of the City's demand deposits was $804,107 and the bank balance was $1,322,723. Of the bank balance, $265,046 was covered by federal depository insurance (risk category A), $497,965 was on deposit at the Federal Reserve Bank of Minneapolis in the City's name, and the remainder was covered 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 secur•ities held by the pledging institution, but not in the City's name B. Investments The City may also invest idle funds as authorized by Minnesota Statutes, as follows: (a) Direct obligations or obligations guaranteed by the United States or its agencies. -29- 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 categoriz�d 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 ir� the Gity's name. Category 2 includes uninsured and unregistered investments for which the securities are held by the counter party's trust department or agent in the City's name. Category 3 includes uninsured and unregistered investments for which the securities are held by the counter party, or by its trust department or agent, but not in the City's name. Balances at December 31, 1994 Credit Risk Category Carrying Market Securities Type 1 2 3 Amount Value U.S. Govemments $16,402,700 $16,402,700 $16,117,762 Federal Agencies 11,335,000 11,335,000 10,948,507 Commercial Paper 2,000,000 2,000,000 1,950,539 $29,737,700 $0 $0 $29,737,700 $29,016,808 -30- NOTE 2: Cash and Investments (continued) SUMMARY OF CASH AND IIdVESTMENTS Balances at December 31, 1994 Cash in Banks Carrying Amount Marquette Bank Brookdale, Brooklyn Center, Minnesota $202,368 American Bank, St. Paul, Minnesota 20 Riverside Bank, Minneapolis, Minnesota 103,754 Federal Reserve Bank, Minneapolis, Minnesota 497,965 Total Cash in Bank $804,107 Investments: Investment Tvpe Interest Rate MaturitX U.S. Treasury notes 4.1 7.6% 1995 1999 $16,402,700 Federal Home Loan Bank bonds 4.6 8.2°� 1995 1998 4,400,000 Federal Home Loan Mortgage bonds 5.2% 1998 300,000 Federal National Mortgage Association bonds 4.4 8.2% 1996 1998 5,635,000 Federal Farm Credit Bank bonds 5.5°k 1995 1,000,000 Commercial Paper 6.4 6.6% 1995 2,000,000 Total Investments $29,737,700 Minnesota Municipal Money Market 1,452,578 Money Market Fund, First Trust, St. Paul, Minnesota 72,661 Total Cash and Investments $32,067,046 Accrued interest on investments 351,172 Discounts on investments (127,736) Premiums on investments 27,628 Change funds 7,593 Performance Deposits (25,566) Temporary Improvement Notes (Note 3) 3,121,090 Total Cash, Cash Equivalents, Investments, and Restricted Investments $35,421,227 Other Assets Investment Pools Deferred Compensation Plan $2,635,726 From Exhibit 1 COMBINED BALANCE SHEET Cash and investments $26,238,508 Restricted investments 9,182,719 $35,421,227 31 r I Note 3: Temporarv Imbrovement Notes Temporary Improvement Notes represent interfund borrowing to provide interim financing for construction projects or capital outlay expenditures. Such loans bear interest at 7 percent and totaled $3,121,090 and $2,713,882 at December 31, 1994 and 1993, respectively. For collection purposes, all of these notes are considered current, since they are payable on demand. Individual fund note balances at December 31, 1994 were as follows: Interfund Interfund Receivable Pavable General $1,044,340 E. Brown T.I.F. District $1,624,344 Tax Increment Bonds of 1985 104,621 Tax Increment Bonds of 1991 109,417 Refunding Bonds of 1987 21,790 Street Improv Bonds of 1994 23,471 Capital Improvements Fund 985,503 M.S.A. Construction Fund 454,716 Spec Assess Construct Fund 1,107,541 Economic Development Authority 377,232 i E. Brown Heritage Center Fund ___389,205 TOTALS $3,121,090 $3,121,090 I 1 1 t 32 Note 4: Fixed Assets Changes in the General Fixed Assets Account Group during 1994 were as follows: Balance Balance Jan. 1, 1994 Additions Disposals Transfers in Dec. 31, 1994 Land $2,369,801 $2,369,801 Buildings 8� Improvements 4,944,348 $472,886 5,417,234 Park Improvements 2,953,620 99,181 $13,697 3,039,104 Fumiture 8 Fixtures 995,626 153,000 34,385 1,114,241 Departmental Equipment 996,945 50,053 25,730 $24,161 1,045,429 TOTAL GENERAL FIXED ASSETS $12,260,340 $775,120 $73,812 $24,161 $12,985,809 The following is a summary of proprietary fund-type fixed assets at December 31, 1994: Internal Enterprise Service Funds Funds Land $2,738,600 Land Improvements 84,981 Buildings 8� Improvements 16,119,716 Mains Lines 15,971,551 Fumiture Fixtures 1,122,255 Departmental Equipment 133,859 $3,936,720 Total 36,170,962 3,936,720 Less accumulated depreciation (8,203,431) (1,982,949) Net $27,967,531 $1,953,771 Construction in progress is included in building and park improvements and is comprised of the following: Total Expended Project to Proiect Authorization 12/31/94 Committed Central Garage Improvements $1,611,852 $623,301 $998,369 Park Playground Equipment 176,836 84,151 101,658 Total $1,788,688 $707,452 $1,100,027 -33- Note 5: Lona-Term Debt I The City's long-term debt includes state aid street bonds, special assessment improvement bonds, and tax increment bonds; all of which are recorded in the General Long-Term Debt Account Group. In addition, the City issued storm sewer revenue bonds which are recorded as a liability in the Storm Drainage Fund. The following is a summary of bond transactions of the City for the.year ended December 31, 1994: State Special Tax Aid Street Assessment Revenue increment Bonds Bonds Bonds Bonds Total Bonds payable January 1 $2,750,000 $275,000 $14,620,000 $17,645,000 Bonds issued 835,000 $1,830,000 2,665,000 Bonds retired 145,000 100,000 535,000 780,000 Bonds payable December31 $2,605,000 $1,010,000 $1,830,000 $14,085,000 $19,530,000 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. St�ecial Assessment Bonds The special assessment bonds are payable primarily from special assessments levied for local improvements and are backed by the full faith and credit of the City. Revenue Bonds The Storm Sewer �Bonds are general obligation revenue bonds and are backed by the full faith and credit of the City. Revenues to repay the bonds are provided by the Storm Drainage Fund. Tax Increment Bonds Tax Increment Bonds will be repaid from incremental tax increases on the property within certain development districts and are backed by the full faith and credit of the City. I I� 34 Note 5: Lona-Term Debt (continued) Refundinq Tax Increment Bonds_ In a prior year, the City issued $4,270,000 in General Obligation Tax Increment Refunding Bonds, Series 1992A with a net interest rate of 5.329�. The proceeds of the 1992 bond issue will be used to advance refund $4,180,000 of the City's $5,250,000 General Obligation Tax Increment Bonds, Series 1985A, callable on February 1, 19.96 and"with a net interest rate of 8.054�. The proceeds of $4,242,551, together with other City funds in the amount of $250, (after payment of $45,137 in bond issue costs) were used to purchase State and Local Government Securities SLG s. Those securities were deposited in an irrevocable trust with an escrow agent to provide for the payment of remaining maturities of the refunded bonds at the call date and for the interest on the refunding bonds through the call date. The City is responsible for principal and interest payments- on the refunded bonds through the call date. The principal balances of both the refunded and refunding bonds are reported in the General Long-Term Debt Account Group until the call date of the refunded bonds, at which time the refunded bonds will be considered defeased and the related liability will be removed from the General Long-Term Debt Account Group. Long-term debt maturities (including interest of $7,247,173) are as follows: State Special Tax Aid Street Assessment Revenue Increment Bonds Bonds Bonds Bonds Total 1995 $306,325 $133,521 $90,625 $'1,461,130 $'l,991,601 1996 307,872 158,608 198,315 1,501,995 2,166,790 1997 308,588 158,065 237,595 1,917,523 2,621,771 1998 308,478 113,365 240,390 1,975,825 2,638,058 1999 307,560 109,605 237,558 2,072,383 2,727,106 2000 on 2,183,308 616,450 1,433,160 10,398,929 14,631,847 $3,722,131 $1,289,614 $2,437,643 $19,327,785 $26,777,173 -35- Note 5: Long-Term Debt (continued) Long-term debt obligat+ons outstanding at year-end are summarized as foliows: Bond Paymerrt Issue Maturity Authorized Rates Dates Date Date Md Issued Retired Outstanding State Aid Street Bonds G.O. State-Aid Street Bonds 4.7-6.65 4-01 10-01 09-01-91 04-01-06 53,000,000 a395,000 $2,605.000 Total $3,000,000 $395,000 $2,605,000 Special Assessment Bonds 1987 Refunding Bonds 4.7-5.5 2-01 8-01 04-01-87 02-01-97 E1,200,000 $1,025,000 $175,000 1994 Street Improvement Bonds 4.1-5.5 2-01 8-01 08-01-94 02-01-05 835,000 835.00� Total $2,035,000 �1,025,000 $1,010, 000 Revenue Bonds 1994 Storm Sewer Revenue Bonds 4.2-5.4 2-01 8-01 08-01-94 02-01-05 31,830,000 $1,830,000 Total $1,830,000 $1,830�000 Tax Increment Bonds 1985 G.O. Tax Increment Bonds 6.7�8.1 2-01 5-01 12-01-85 OZ-01-03 35,250,000 E535,000 $4,715,000 i 1991 G.O. Tax tncrement Bonds 4.7�.0 2-01 8-01 03-01-91 02-01-04 6,050,000 950,000 5,100,000 1992 G.O. Refunding Tax Incr Bonds 4.5-5.6 2-01 8-01 OZ-01-92 02-01-03 4,270,000 4,270,000 Total a15,570,000 51,485,000 $14,085,000 Note 6: Contributed Capital During 1994 contributed capital changed by the following amounts: Irrtemal E�1tB�n58 $6NIC8 Funds Funds Additions: Transfers In b1,277,177 Deductions Transfer to Retained Eamings �a�� Transfers Out (24,161) Depreciation on contributed assets �338�532) �275�258) Net Change �393,852) 9n�758 Contributed Capital, January 1, 1994 21,581,512 3,136,597 Contributed Cap'dal, December31, 1994 �21,187,660 a4,114,355 -36- Note 7: Segment Information as of and for the Year Ended December 31, 1994 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 $2,698,373 $302,050 $2,248,111 $134,740 $1,053,689 $2,126,822 $685,011 $9,248,796 Depreciation Expense 15,717 13,659 343,328 236,850 110,855 888 721,297 Operating Income (Loss) 148,125 42,620 (440,568) 15,868 95,866 318,484 480,126 660,521 Operating Transfers In 124,842 124,842 Operating Transfers (Out) (100,000) (100,000) Equity Transfer (Out) (14,549) (110,342) (147,022) (218,828) (128,358) (619,099) Net Income (Loss) 39,036 (24,397) (338,532) 21,005 374,972 533,443 482,420 1,087,947 Property, Plant Equipment: I Additions 51,384 45,455 51,838 576,809 297,606 1,131,873 2,154,965 Deletions 70,531 107,804 175 130,076 137,517 62,555 508,658 Net Working Capital 172,408 3,512 (80,039) 105,712 1,265,121 3,755,161 1,234,375 6,456,250 Total Assets 676,075 1,718,702 10,446,840 106,27� 13,857,231 9,719,031 3,287,093 39,811,249 Bonds and Other Long-Term Liabilities Payable from Operating Revenues 136,172 1,150,000 1,830,000 3,116,172 Total Equity $378,775 $562,323 $9,884,857 $105,712 $13,798,029 $9,646,174 $1,350,373 $35,726,243 NOTE Pension Plans: Public Em�olovees Retirement Association (PERA1 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 Description All full-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. All new members must participate in the Coordinated Plan. All police officers, fire fighters and peace officers who qualify for membership by statute are covered by the PEPFF. The payroll for employees covered by PERF and PEPFF for the year ended December 31, 1994, was $4,214,312 and $1,945,791 respectively; the City's total payroll was $7,219,832. PERA provides retirement benefits as well as disability benefits to members, and benefits to survivors upon death of eligible members. Benefits are established by State Statute, and vest after three years of credited service. The defined retirement benefits are based on 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 accrual formula (Method 1) or a level accruAl formula (Method 2). Under Method 1, the annuity accrual rate for a Basic member is 2 percent of average salary for each of the first l0 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 2.5 percent of average salary for Basic members arid 1.5 percent for Coordinated members. For PEPFF members, the annuity accrual rate is 2.65 percent for each year of service. For PERF members whose annuity is calculated using Method 1, and for all PEPFF members, a full annuity is available when age plus years of service equal 90. There are different types of annuities available to members upon retirement. A normal annuity is a lifetime annuity that ceases upon the death of the retiree. No survivor annuity is payable. There are also various types of joint and survivor annuity options available which will reduce the monthly normal annuity amount, because the 38 NOTE 8: Pension Plans (continued) A. Plan Descri�tion (continued) 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 Reauired 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 a u nn al actuarial valuation PERA s actuar determines the Y 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 Employee �loyer Rates* Public Employees Retirement Fund: Basic Plan and Coordinated Plan 4.30� 4.60� 9.58� Police Fire Fund 7.90� 11.70� 17.45� The recommended rates scheduled above represent the required rates for fiscal year 1994 contributions as reported in the July 1, 1993, actuarial valuation reports. Total contributions made by the City during fiscal year 1994 were: Percentaae of Contribution Covered Pavroll Emplovees �lover �lovees �loyer Public Employees Retirement Fund: Basic Plan 7,213 9,405 8.23� 10.73$ Coordinated Plan 174,557 184,873 4.23� 4.48% Police Fire Fund _148,179 _222,266 7.60� 11.40� TOTALS $329,949 $416,544 -39- NOTE 8: Pension Plans (continued) B: Contributions Reauired and Contributions Made fcontinued) The City's contribution for the year ended June 30, 1994, to the Public Employees Retirement Fund, represented approximately .16 percent of total contributions required of all participating entities. For Public Employees Police and Fire Fund, contributions for the year ended June 30, 1994, represented .7 percent of total contributions required of all participating entities. C. Fundina Status and Proaress 1. Pension Benefit Obligation The "pension benefit obligation" is a standardized disclosure measure I of the present value of pension benefits, adjusted for the effects of projected salary increases and step-rate benefits, estimated to be payable in the future as a result of employee service to date. The measure which is the actuarial present value of credited projected benefits, is intended to help users assess PERA's funding status on a going-concern basis, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among Public Employees Retirement Systems and among employers. PERA does not mak� separate measurements of assets and pension benefit obligation for individual employers. The pension benefit obligations as of June 30, 1994, are shown below (in millions): PERF PEPFF Total pension benefit obligation $5,626 $1,021 Net assets available for benefits, at cost (market value for PERF $4,763; PEPFF $1,237) $4,734 $1,230 Unfunded (assets in excess of) pension benefit obligation 892 (209) The measurement of •the pension benefit obligation is based on an actuarial valuation as of June 30, 1994. Net assets available to pay pension benefits were valued as of June 30, 1994. For the PERF, significant actuarial assumptions used in the calculation of the pension benefit obligation include.(a) a rate of return on the investment of present and future assets of 8.5 percent per year, compounded annually, prior to retirement, and 5 percent per year, compounded annually, following retirement; (b) projected salary increases taken from a select and ultimate table; (c) payroll growth at 6 percent per year, consisting of 5 percent inflation and one percent due to growth in group size; (d) post-retirement benefit -40- NOTE 8: Pension Plans (continued) C. Fundinct Status and Proaress fcontinued) increases that are accounted for by the 5 percent rate of return assumption following retirement; and (e) mortality rates based on the 1983 Group Annuity Mortality Table set forward one year for retired members and set back five years for each active member. Actuarial assumptions used in the calculation of the PEPFF include (a) a rate of return on the investment of present and future assets of 8.5 percent per year, compounded annually, prior to retirement, and 5 percent per year, compounded annually, following retirement, (b) projected salary increases of 6.5 percent per year, compounded annually, attributable to the effects of inflation; (c) post- retirement increases that are accounted for by the 5 percent rate of return assumption following retirement; and (d) mortality rates based on the 1971 Group Annuity Mortality Table projected to 1984 for males and females. 2. Changes in Plan Provisions The 1994 legislative session did not include any benefit improvements which would impact funding costs for the PERF and the PEPFF. 3. Changes in Actuarial Assumptions Prior to fiscal year 1994, the salary increase assumption and mortality tables used in the calculation of the pension benefit obligation for the PERF were the same as those specified for the PEPFF. For the July 1, 1994 actuarial valuation, PERA's board of trustees approved new mortality rates updated to the 1983 Group Annuity Mortality Table, salary increases which were changed to a select and ultimate table, and new payroll growth assumption which was changed from 6.5 percent to 6 percent. These changes were made to reflect actual experience of the plan. With the adoption of the actuarial assumption changes and the new mortality table for the PERF, the pension benefit obligation increased $56,596,000. The actuarial assumption changes also necessitated a $81,201,000 transfer from the PERF benefit reserve to the PERF Minnesota Post Retirement Investment Fund (MPRIF) Reserve to finance the increased obligation for future retirement benefits. The change in the mortality rate assumptions increased the PERF's costs because pensioners are living longer than assumed previously. The change in the salary increase assumption, however, offset some of the additional costs because lower salary increases generally translate into lower liabili�ies in the future. Potential changes in the assumptions used for the PEPFF inay be made in the future after completion of a special experience study for that fund. Completion of the PEPFF experience study is expected by February 1, 1995. 41 NOTE 8: Pension Plans (continued) D. Ten-Year Historical Trend Information Ten-year historical trend information is presented in PERA's Comprehensive Annual Financial Report for the year ended June 30, 1994. This information is useful in assessing the pension plan's accumulation of sufficient assets to pay pension benefits as they become due. E. Related Partv Investments As of June 30, 1994 and far the fiscal year then ended, PERA held no securities issued by the City or other related parties. Note 9: Pension Plan Brooklvn Center Fire Debartment Relief Association A. Plan Describtion The City contributes to the Brooklyn Center Fire Department Relief Association ("Association"). In accordan.ce with Government Accounting j� Standards Board Statement No 5, it is classif ied as a def ined benef it single employer public employee retirement system. Volunteer f ire f ighters of the City are members of the Association and its pension plan. An actuarial study was completed during 1993 which developed a schedule of benefit increases which will take effect on January 1 of each year. The plan's baseline benefit after 20 years of service and attaining the age 50 increases.to $490 per month in 1994, $510 per month in 1995, and $530 per month in 1996. There are additional benefits for service through 30 years. 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 ta $3,500 in 1994, $3,750 in 1995, and $4,000 in 1996, 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 pian and passes through state aids allocated to the plan, all in accordance with enabling state statutes. B. Fundina Status and Proaress 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 -42- Note 9: Pension Plan (continued) B. Fundina Statu� and Proaress lcontinuedl 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 January 1, 1993 and updated as of January 1, 1995. 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. An actuarial update to the pension obligation is performed annually. On December 31, 1994, the unfunded pension benefit obligation was as follows: Pension benefit obligation: Retirees and beneficiaries currently receiving benefits and terminated employees not yet receiving benefits $1,367,952 Current Employees Employer-financed vested 1,242,271 Employer-financed non-vested 182,792 Total pension benefit obligation 2,793,015 Net assets available for benefits (at cost, market equals $2,575,071) 2 685,737 Unfunded pension benefit obligation 107,278 The pension benefit obligation increased by $111,660 because of the additional year of service credited to plan members. C. Contributions Reauired and Contributions Made Financial requirements of the association plan are determined on an actuarial 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 by December 31, 1999. Contributions at the level specif ied by the last full actuarial study will continue to be made until a new study revises the contribution Ievel. The minimum tax levy obligation is the financial requirement for the year less anticipated state aids. The funding strategy for normal cost should provide sufficient resources to pay plan benefits on a timely basis. -43- Note 9: Pension Plan (continued) C. Contributions Recruired and Contributions Made fcontinued) Total contributions to the plan in 1994 amounted to $102,895, of which $36, 092 was levied by the City of Brooklyn Center and $66, 803 was from the State of Minnesota. The contributed amounts were actuarially determined as described above and were based on an actuarial valuation as of January 1, 1993. The contributions represent funding for normal cost of $68,698 and the amortization of the unfunded actuarial accrued liability of $26,241. 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 1994 was based on the same I actuarial assumptions, benefit provision, actuarial funding method, and other significant factors used to determine pension contribution requirements in previous years with the exception of the change noted in Section B above. 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, 1994. Three year trend information for the Association is as follows: 1994 1993 1992 Available assets as a percentage of benef it obligation 96� 98� 101� Unfunded pension benefit obligation as a percentage of covered payroll *not *not *not applicable applicable applicable City's contribution** as a percentage of *not *not *not covered payroll applicable applicable applicable *The Brooklyn Center Fire Department is a volunteer organization; thus, no covered payroll exists. **The City's contribution was made in accordance with actuarially determined requirements. E. Related Partv Investments As of December 31, 1994, the Association held no securities issued by the City or other related parties. -44- Note 10: Individual Fund Disclosures Deficit fund balan�es exist in the followinq funds: Special Revenue Funds: Earle Brown Tax Increment Financing District: Unreserved deficit fund balance $2,159,874 This deficit is being funded through internal borrowing, which will be repaid from future surplus tax increments. Capital Project Funds: Special Assessment Canstruction: Unreserved deficit fund balance $787,706 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 $74,563 This deficit is being funded through internal borrowing. It is expected that future profits will cover the deficit. Excess of Ext�enditures Over Abbrobriations e ded For the year ended December 31, 1994, expenditures exc e appropriations in the Earle Brown Tax Increment Financing District special revenue fund by $48,826. This overexpenditure was funded by excess tax increment revenues. Note il: Inter-fund Receivables and Pavables Individual inter-fund receivable and payable balances at December 31, 1994, were as follows: Due From/To Other Funds: Receivable fund Payable fund Amount Economic Development Community Development Authority Block Grant 65,816 Munici al State Aid for S ecial Assessment P P Construction Construction 37,250 $103,066 -45- Note 11: Inter-fund Receivables and Pavables (continued) Inter-fund Loans From/To Other Funds: Receivable fund Pavable fund Amount General Fund E. Brown T.I.F. 105,074 Municipal State Aid for Construction E. Brown T.I.F. 593,069 Capital Improvements Liquor Fund 158,984 Capital Improvements Golf Course 1.150.000 $2,007,127 Inter-fund 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 2009. Note 12: Continaencies 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. Note 13: Deferred Comnensation 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 compensation deferred under the plan, all property and rights purchased with those amounts, and all income attributable to those amounts, property, or rights are (until paid or made available to the employee or other beneficiary) solely the property and rights of the City (without being restricted to the provisions of benefits under the plan), subject only to the claims of the City's general creditors. Participants' rights under the plan are 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. -46- Note 13: Deferred Compensation Plan (continued) 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 care that would be required of an ordinary prudent investor. The City believes it is unlikely that it will use the assets to satisfy the claims of general creditors in the future. The City is reporting the activity of this plan as an agency fund and carries its investment at market value. Note 14: Post-Emplovment Health Care Benefits In addition to the pension benefits described in Note 8, the City provides certain health 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 retire with a full annuity from PERA (Note 8A), until they reach age 65 or become eligible for medicare. Eight employees currentl.y meet this requirement. The cost of retiree health care remiums for the ears P Y ended December 31, 1994 and 1993 was $43,477 and $13,996, respectively. In addition, the expenditures in 1994 were reduced by $10,668 and increased by $25,454 in 1993 to account for the change in the liability for the estimated cost of employees who will be eligible to enter the program on or before December 31, 1999. Note 15: Operatina Leases The City leases space for the operation of one of its three municipal liquor stores, under a five-year lease which expired on January 31, 1994. A new lease has been signed which will run through March 31, 1999. The lease provides for minimum rent payments, plus a pro-rata share of common area expenses. Total rental expense under the lease agreement for the years ended December 31, 1994 and 1993 was $35,410 and $38,896, respectively. Future minimum rent payments are as follows: Year Endina Amount '1995 25,447 1996 26,327 1997 27,207 1998 28,087 1999 7,040 $114,108 -47- Note 15: Ot�eratinq Leases (continued) The Earle Brown Heritage Center Fund, which operates as an enterprise fund, leases space to four tenants. Three of the leases have terms greater than one year and require annual rent increases to cover the anticipated effects of inflation. Rental revenues and expenditures under the lease agreements are as follows: 1994 1993 Rental Revenues $116,326 $118,045 Rental Expenditures $103,248 93,302 Total minimum rentals to be received in the future under the lease terms are as follows: Year Endina Amount 1995 $105,736 1996 74,675 1997 40,517 1998 4,632 $225,560 Note 16: Fund Chanaes The Street Improvement Bonds of 1994 Fund was.established as a debt service fund in 1994. 48 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". 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. 4 9 City of Brooklyn Center A_1 General Fund �ALANCE SHEET December 31, 1994 1994 1993 ASSETS Cash and investments $5,027,109 $4,668,426 Temporary improvement notes 1,044,340 857,003 Accounts receivable 42,150 50,988 Taxes receivable 237,996 183,987 Due from other govemments 21,841 11,927 Interfund loan-E. Brown T.I.F. 105,074 105,074 TOTAL ASSETS $6,478,510 $5,877,405 LIABILITIES AND FUND BALANCE Liabilities Accounts payable $266,152 $277,288 Due to other governments 44,132 4,961 Accrued salaries payable 109,902 123,328 Accrued vacation and sick pay 526,755 537,112 Deferred revenue 317,156 323,987 Total Liabilities 1,264,097 1,266,676 Fund Balance Reserved for: Interfund loans 105,074 105,074 Unreserved fund balance Designated: Working capital 5,052,687 4,466,375 Appropriated to next budget 56,652 39,280 Total Fund Balance 5,214,413 4,610,729 TDTAL LIABILITIES AND FUND BALANCE $6,478,510 $5,877,405 -50- City of Brooklyn Center A General Fund STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET AND ACTUAL For the Year Ended December 31, 1994 1994 Hctual Over or Under(-) 1993 Budget Actual Budget Actuai Revenues Propertytaxes $5,884,414 $5,703,773 ($180,641) $5,006,710 Licenses and permits 289,300 317,620 28,320 300,480 Intergovernmental 3,320,818 3,353,247 32,429 3,167,214 Charges for senrices 943,133 825,959 (117,174) 838,883 Court fines 144,000 113,573 (30,42� 140,104 Investment earnings 170,000 218,671 48,671 249,688 Miscellaneous 14,500 22,899 8,399 29,523 Total Revenues 10,766,165 10,555,742 (210,423) 9,732,602 Expenditures General government 1,808,919 1,692,268 (116,651) 1,560,674 Public safety 4,675,502 4,409,490 (266,012) 3,870,563 Public works 1,562,401 1,230,565 (331,836) 1,756,187 Communityservices 41,572 41,495 (7� 41,325 Parks and recreation 2,205,448 2,055,479 (149,969) 1,999,270 Economic development 206,000 199,982 (6,018) 178,703 Non-departmental 456,323 312,779 (143,544) 300,803 Total Expenditures 10,956,165 9,942,058 (1,014,107) 9,707,525 Excess or Deficiency of Revenues Over Expenditures (190,000) 613,684 803,684 25,077 Other Financina Sources Operating transfers in 190,000 190,000 0 175,000 Sale of cert. of indebtedness 0 120,000 Total Other Financing Sources 190,000 190,000 0 295,000 Excess or Deficiency of Revenues and Other Financing Sources Over Expenditures 0 803,684 803,684 320,077 Fund Balance January 1 4,610,729 4,610,729 0 5,040,652 Equity Transfer Out (200,000) (200,000) 0 (750,000) Fund Balance December 31 $4,410,729 $5,214,413 $803,684 $4,610,729 51 S-1 City of Brooklyn Center (Continued next page) General Fund SCHEDULE OF REVENUES AND OTHER FINANCING SOURCES BUDGET AND ACTUAL �or the Year Ended December 31, 1994 1994 Actual Over or .Under(-) 1993 Budget Actual Budget Actual Ad Valorem Taxes Property taxes $5,489,414 $5,286,415 ($202,999) $4,636,996 Penalties and interest (5,793) (5,793) (7,459) Lodging tax 395,000 421,069 26,069 376,146 Special assessments 2,082 2,082 1,027 Total Ad Valorem Taxes 5,884,414 5,703,773 (180,641) 5,006,710 Licenses and Permits Liquor and beer 112,700 120,939 8,239 104,077 Building permits 95,000 109,057 14,057 111,297 Mechanical permits 20,000 28,855 8,855 31,905 Sewer and water permits 1,000 1,046 46 620 Plumbing permits 8,000 14,202 6,202 15,701 Garbage licenses 2,100 2,145 45 2,005 Taxicab licenses 400 (400) 540 Mechanicallicenses 3,400 3,834 434 3,435 Service station licenses 1,700 1,805 105 2,326 Vehicle dealer licenses 1,000 600 (400) 950 Bowling licenses 700 1,153 453 708 Cigarette licenses 1,000 1,123 123 1,055 Swimming pool licenses 0 (45) Sign permits 2,000 2,373 373 3,178 Rental dwelling permits 28,000 16,350 (11,650) 11,089 Amusement licenses 5,600 7,952 2,352 5,098 Dog licenses 5,700 4,765 (935) 4,746 Miscellaneous business license 1,000 1,421 421 1,795 Total Licenses and Permits 289,300 317,620 28,320 300,480 Interaovernmental Federal grants: Miscellaneous grants 6,000 9,549 3,549 25,844 Total Federal Grants 6,000 9,549 3,549 25,844 State grants: Local govemment aid 1,757,227 1,757,227 0 1,697,804 Homestead credit aid 1,280,603 1,286,780 6,177 1,162,475 Police pension aid 195,988 215,838 19,850 205,637 Fireman pension aid 70,000 66,803 (3,197) 64,039 Police training 10,000 11,822 1,822 11,415 Miscellaneous grants 1,000 5,228 4,228 0 Total State Grants 3,314,818 3,343,698 28,880 3,141,370 Total Intergovernmental Rev. $3,320,818 $3,353,247 $32,429 $3,167,214 -52- S_1 City of Brookl�m Center (Continued from General Fund prior page) SCHEDULE OF REVENUES AND OTHER FINANCING SOURCES BUDGET AND ACTUAL For the Year Ended December 31, 1994 1994 Actual Over or Under(-) 1993 Budget Actual Budget Actual Charaes for Services General govemment charges $35,100 $39,578 $4,478 $37,967 Public safety charges 22,100 30,476 8,376 16,861 Recreation fees 885,933 755,905 (130,028) 784,055 Total Charges for Services 943,133 825,959 (117,174) 838,883 Court Fines Fines 144,000 113,573 (30,427) 140,104 Total Court Fines 144,000 113,573 (30,427) 140,104 Miscellaneous Interest on investments 170,000 218,671 48,671 249,688 Forfeited dn.�g money 12,481 12,481 20,990 Other 14,500 10,418 (4,082) 8,533 Total Miscellaneous 184,500 241,570 57,070 279,211 Total Revenues 10,766,165 10,555,742 (210,423) 9,732,602 Other Financina Sources Operating transfers in: Liquor Fund 100,000 100,000 0 100,000 M.S.A. Fund 90,000 90,000 0 75,000 Sale of cert. of indebtedness 0 120,000 Total Other Financing Sources 190,000 190,000 0 295,000 Total R v e enues and Other Sources $10,956,165 $10,745,742 ($210,423) $10,027,602 53 City of Brooklyn Center S General Fund SCHEDULE OF EXPENDITURES BUDGET AND ACTUAL (Continued For the Year Ended December 31, 1994 next page) 1994 Actual Over or Under(-) 1993 Budget Actual Budget Actual Generai Govemment Mayor and CounciL Personal services $31,688 $31,709 $21 $30,944 Services and other charges 54,000 39,179 (14,821) 45,828 Total Mayor and Council 85,688 70,888 (14,800) 76,772 Charter Commission: Services and other charges 9,500 2,768 (6,732) 916 Total Charter Commission 9,500 2,768 (6,732) 916 Administrative Office: Personal services 306,240 289,194 (17,046) 270,717 Services and other charges 70,159 68,587 (1,572) 20,394 Capital outlay 0 2,338 Charged to other funds (22,719) (22,719) 0 (22,236) Total Administrative Office 353,680 335,062 (18,618) 271,213 Elections and Voter Registration: Personal services 48,811 39,962 (8,849) 19,297 Supplies 3,400 1,668 (1,732) Services and other charges 7,425 5,685 (1,740) 3,669 Total Elections 59,636 47,315 (12,321) 22,966 Assessor's Office: Personal services 191,144 185,815' (5,329) 184,726 Supplies 3,600 985 (2,615) 2,552 Services and other charges 14,048 10,436 (3,612) 2,917 Capital outlay 1,126 1,154 28 Total Assessor's Office 209,918 198,390 (11,528) 190,195 Finance: Personal services 353,236 350,254 (2,982) 337,086 Supplies 2,450 2,088 (362) 2,713 Services and other charges 1,625 1,582 (43) 1,630 Capital outlay 0 652 Charged to other funds (199,048) (199,048) 0 (195,75� Total Finance $158,263 $154,876 ($3,38� $146,324 54 City of Brooklyn Center S-2 General Fund SCHEDULE OF EXPENDITURES BUDGET AND ACTUAL (Continued For the Year Ended December 31, 1994 next page) 1994 Actual Over or Under(-) 1993 Budget Actual Budget Actual General Govemment (continued) Independent Audit: Services and other charges $18,000 $17,850 ($150) $17,500 Total Independent Audit 18,000 17,850 (150) 17,500 Legal: Services and other charges 204,196 174,709 (29,487) 185,216 Total Legal 204,196 174,709 (29,487) 185,216 Government Buildings: Personal services 139,252 138,189 (1,063) 114,388 Supplies 27,500 20,465 (7,035) 27,089 Services and other charges 173,074 182,076 9,002 171,357 Capital outlay 16,570 15,663 (907) 16,743 Total Govemment Buildings 356,396 356,393 (3) 329,577 Data Processing: Personal services 59,445 57,288 (2,157) 51,048 Supplies 9,10fl 7,310 (1,790) 10,040 Services and other char�es 207,559 193,399 (14,160) 201,569 Capital outlay 88,146 86,628 (1,518) 65,850 Charged to other funds (10,608) (10,608) 0 (8,512) Total Data Processing 353,642 334,017 (19,625) 319,995 Total General Govemment 1,808,919 1,692,268' (116,651) 1,560,674 Public Safetv Police Protection: Personal services 3,084,409 2,909,028 (175,381) 2,821,642 Supplies 79,154 78,233 (921) 46,277 Services and other charges 609,030 560,925 (48,105) 270,014 Capital outlay 30,540 58,769 28,229 68,460 Total Potice Protection 3,803,133 3,606,955 (196,178) 3,206,393 Fire Protection: Personal services 299,653 264,362 (35,291) 272,770 Supplies 28,382 29,080 698 24,565 Services and other charges 161,154 158,964 (2,190) 32,093 Capital outlay 43,680 39,887 (3,793) 36,448 Total Fire Protection $532,869 $492,293 ($40,576) $365,876 55 City of Brooklyn Center S General Fund SCHEDULE OF EXPENDITURES BUDGET AND ACTUAL (Continued For the Year Ended December 31, 1994 next page) 1994 Actual Over or Under(-) 1993 Budget Actual Budget Actual Public Safetv (continued) Protective Inspection: Personal services $262,885 $251,014 ($11,871) $257,805 Supplies 1,550 3,382 1,832 587 Services and other charges 28,072 15,341 (12,731) 6,131 Capital outlay 850 (850) Total Protective Inspection 293,357 269,737 (23,620) 264,523 Emergency Preparedness: Personal services 35,083 31,769 (3,314) 30,419 Supplies 1,400 765 (635) 472 Services and other charges 9,660 7,971 (1,689) 2,880 Total Emergency Preparedness 46,143 40,505 (5,638) 33,771 �i Total Public Safety 4,675,502 4,409,490 (266,012) 3,870,563 Public Works Engineering Department: Personal seivices 492,476 315,313 (177,163) 459,526 Supplies 4,400 7,510 3,110 4,220 Services and other charges 23,856 22,924 (932) 5,705 Charged to other funds (206,914) (195,949) 10,965 (140,069) Total Engineering Dept. 313,818 149,798 (164,020) 329,382 Street Department: Personal services 558,120 456,211 (101,909) 547,694 Supplies 165,300 142,988 (22,312) 164,977 Services and other charges 625,163 581,568 (43,595) 335,037 Capital outlay 0 51,324 Charged to other funds (100,000) (100,000) 0 (100,000) Total Street Dept. 1,248,583 1,080,767 (167,816) 999,032 Maintenance Shop: Personal services 0 179,290 Supplies 0 222,175 Services and other charges 0 23,390 Capital outlay 0 2,918 Total Maintenance Shop 0 0 0 427,773 Total Public Works $1,562,401 $1,230,565 ($331,836) $1,756,187 56 Cit of Brookl n Center S-2 Y Y General Fund SCHEDULE OF EXPENDITURES BUDGET AND ACTUAL (Continued For the Year Ended December 31, 1994 next page) 1994 Actual Over or Under(-) 1993 Budget Actual Budget Actual Communitv Services Social Services Service and other charges $41,572 $41,495 ($7� $41,325 Total Social Services 41,572 41,495 (7� 41,325 Total Community Services 41,572 41,495 (7� 41,325 Parks and Recreation Administration: Personal services 189,325 186,154 (3,171) 274,464 Supplies 13,000 8,084 (4,916) 7,873 Services and other charges 35,991 33,918 (2,073) 24,698 Total Administration 238,316 228,156 (10,160) 307,035 Adult Programs Personal services 139,350 140,005 655 104,389 Supplies 49,770 40,800 (8,970) 51,631 Services and other charges 182,120 142,015 (40,105) 150,623 Capital outlay 0 296 Total Adult Programs 371,240 322,820 (48,420) 306,939 �I Teen Programs: Personal services 8,679 8,495 (184) 7,735 Supplies 496 1,301 805 765 Services and other charges 6,417 5,740 (67n 5,710 Total Teen Programs 15,592 15,536 (56) 14,210 Children's Programs Personal services 75,254 73,367 (1,88'n 62,093 Supplies 12,861 11,646 (1,215) 10,963 Services and other charges 14,799 13,885 (914) 12,193 Total Children's Programs 102,914 98,898 (4,016) 85,249 General Programs Personal services 46,731 44,837 (1,894) 35,415 Supplies 1,571 308 (1,263) 6,371 Services and other charges 41,627 40,703 (924) 38,083 Total General Programs $89,929 $85,848 ($4,081) $79,869 j 5 7 City of Brooklyn Center S General Fund SCHEDULE OF EXPENDITURES BUDGET AND ACTUAL (Continued from For the Year Ended December 31, 1994 prior page) 1994 Actual Over or Under(-) 1993 Budget Actual Budget Actual Parks and Recreation (continuedl Community Center: Personal services $433,558 $423,919 ($9,639) $405,021 Supplies 67,292 66,905 (38� 61,058 Services and other charges 149,479 158,783 9,304 170,339 Capital outlay 0 8,351 Total Community Center 650,329 649,607 (722) 644,769 Park Maintenance: Personal services 349,919 300,382 (49,537) 290,314 Supplies 76,400 58,090 (18,310) 73,802 Services and other charges 304,659 291,703 (12,956) 113,208 Capital outlay 6,150 4,439 (1,711j 83,875 Total Park Maintenance 737,128 654,614 (82,514) 561,199 Total Parks and Recreation 2,205,448 2,055,479 (149,969) 1,999,270 Economic Develo�ment Convention Bureau: Services and other charges 206,000 199,982 (6,018) 178,703 Total Economic Development 206,000 199,982 (6,018) 178,703 Nondeuartmental Expenditures not Charged to Departments: Personal services 1,224 1,224 206 Supplies 30,300 25,681 (4,619) 26,441 Services and other charges 393,023 255,064 (137,959) 265,078 Capital outlay 33,000 30,810 (2,190) 9,078 Total Nondepartmental 456,323 312,779 (143,544) 300,803 Total Expenditures $10,956,165 $9,942,058 ($1,014,10n $9,707,525 -58- City of Brooklyn Center, Minnesota SPECIAL REVENUE FUNDS The Special 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 Financinq 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 were 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 General Fund, depending upon where the tree was located. Communitv Develobment 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. 5 9 i Cit of Brookl n Center -1 Y Y B Special Revenue Funds COMBINING BALANCE SHEET December 31, 1994 Earle Brown Tax Incr. Diseased Community Financing Tree Development Totals District Removal Block Grant 1994 1993 ASSETS Cash and investments $53,189 $53,189 $39,528 Accounts receivable $280,000 572 280,572 460 Deferred special assessments 21,010 21,Oi 0 26,430 Delinquentspecial assessments 1,145 1,145 1,100 Due from other govemments $65,816 65,816 148,006 TOTALASSETS $280,000 $75,916 $65,816 $421,732 $215,524 a LIABILITIES AND FUND BALANCES (DEFICITS) 0 Liabilities Accounts payable $19,414 $19,414 $2,602 Due to other govemments 97,973 97,973 76,404 Due to other funds $65,816 65,816 147,584 Temporary improvement notes 1,624,344 1,624,344 1,371,744 Deferred revenue $22,155 22,155 27,530 Advances from other funds 698,143 698,143 698,143 Totai Liabilities 2,439,874 22,155 65,816 2,527,845 2,324,007 Fund Balances lDeficits) Unreserved (2,159,874) 53,761 0 (2,106,113) (2,108,483) Total Fund Balances (Deficits) (2,159,874) 53,761 0 (2,106,113) (2,108,483) TOTAL LIABILITIES AND FUND BALANCES (DEFICITS) $280,000 $75,916 $65,816 $421,732 $215,524 City of Brooklyn Cerrter B-2 Special Revenue Funds (Corrtinued next page) COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL For the Year Ended December 31, 1994 Earle Brovm Farm Tax Incremerrt District Diseased Tree Removal Over Over Under(-) Under(-) Budget Actual Budget Budget Actual Budget Revenues Propertytaxes $1,350,000 �1,514,763 $164,763 Special assessmeMs a15,000 $14,888 ($112) Total Property Taxes 1,350,000 1,514,763 164,763 15,000 14,888 (112) Intergovernmental: Federal grants Total Intergovernmental Charges for services: Fees 15,000 18,413 3,413 Total Charges for Services 15,000 18,413 3,413 Miscellaneous: Investmenteamings 1,500 2,233 733 Total Miscellaneous 1,500 2,233 733 Total Revenues 1,350,000 1,514,763 164,763 31,500 35,534 4,034 Exoenditures Services and othercharges 1,100 72,270 71,170 28,000 19,159 (8,841) Interest 104,000 81,656 (22,344) Total Expenditures 105,100 153,926 48,826 28,000 19,159 (8,841) Excess of Revenues Over Expenditures 1,244,900 1,360,837 115,937 3,500 16,375 12,875 Other Financina Sources or Uses (-1 Operafing transfers out (1,403,179) (1,374,842) 28,337 Excess or Deficiency of Revenues and Other Sources Over Expenditures and Other Uses (158,279) (14,005) 144,274 3,500 16,375 12,875 Fund Balances (Deficits) January 1 (2,145,869) (2,145,869) 0 37,386 37,386 0 Fund Balances (Deficits) December 31 ($2,304,148) (a2.159.874) 3144,274 a40.886 a53,761 $12,875 61 City of Brooklyn Cerrter B=2 Special Revenue Funds (Continued ftom prior page) COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES BUDGET AND ACTUAL For the Year Ended December 31, 1994 Community Developme� Block Grant Totals Over Over I Under(-) 1994 1994 Under(-) 1993 Dudget Actual Budget Budget Actual Budget Actual Revenues Propertytaxes y1,350,000 31,514,763 a164,763 a1,508,964 Special assessments 15,000 14,888 (112) 17,461 Total Property Taxes 1,365,000 1,529,651 164,651 1,526,425 Intergovernmental: Federal grants $235,627 $184,836 ($50,791) 235,627 184,836 (50,791) 240,781 Total Intergovernmental 235,627 184,836 (50,791) 235,627 184,836 (50,791) 240,781 Charges for services: Fees 15,000 18,413 3,413 11,483 Total Charges for Services 15,000 18,413 3,413 11,483 Miscellaneous: Investmenteamings 1,500 2,233 733 1,838 Total Miscellaneous 1,500 2,233 733 1,838 I Total Revenues 235,627 184,836 (50,791) 1,617,127 1,735,133 118,006 1,780,527 Exoenditures Services and other charges 29,100 91,429 62,329 24,440 Interest 104,000 81,656 (22,344) 97,653 Total Expenditures 133,100 173,085 39,985 122,093 Excess of Revenues Over Expenditures 235,627 184,836 (50,791) 1,484,027 1,562,048 78,021 1,658,434 Other Financina Sources or Uses (-1 Operating transfers out (235,627) (184,836) 50,791 (1,638,806) (1,559,678) 79,128 (1,525,591) Excess or Deficiency of Revenues and Other Sources Over Expenditures and Other Uses 0 0 0 (154,779) 2,370 157,149 132,843 Fund Balances (Deficits) January 1 0 0 0 (2,108,483) (2,108,483) 0 (2,241,326) Fund Balances (Deficits) December 31 $0 a0 a0 (32,263,262) ($2,106.113) a157,149 ($2.108.483) 1 -62- I City of Brooklyn Canter, 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: State Aid Street Bonds Debt Service Fund: 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. Tax Increment Bonds of 1985 1991 Funds: These Funds were established to account for the accumulation of resources for payment of principal and interest on general obligation bonds issued in 1985 and 1991 to finance the purchase and red�velopment of the historic Earle Brown Farm in Brooklyn Center. Refundina Tax Increment Bonds of 1992 Fund: This fund was established to account for the resources that will be used to advance refund the Tax Increment Bonds of 1985. Refundina 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. Street Imbrovement Bonds of 1994 Fund: This Fund was established to account for the collection of special assessments and property taxes for the payment of principal and interest on general obligation improvement bonds. The bonds were sold during 1994 to finance the first year of the City's neighborhood street improvement program. i 1 -63- I� City of Brooklyn Center C_1 Debt Service Funds COMBWlNG BALANCE SHEET December 31, 1994 Refunding Tax Tax Tax Street Increment Increment Increment Refunding Improvement Bonds Bonds Bonds Bonds Bonds Totals of 1985 of 1991 of 1992 of 1987 of 1994 1994 1993 ASSETS Cash and investments $502,773 $525,819 $104,712 $112,782 $1,246,086 $1,403,812 Temporary improvement notes 104,621 109,417 21,790 23,471 259,299 258,456 Special assessments receivable: Deferred 287,808 157,607 445,415 428,305 Delinquent 7,922 7,922 6,685 Restricted Investments $4,182,719 4,182,719 4,184,451 rn TOTALASSETS $607,394 $635,236 $4,182,719 $422,232 $293,860 $6,141,441 $6,281,709 LIABI�ITIES AND FUND BALANCES Liabilities Deferred revenue $295,730 $157,607 $453,337 $434,990 Total Liabilities 295,730 157,607 453,337 434,990 Fund Balances Reserved for debt service $607,394 $635,236 $4,182,719 126,502 136,253 5,688,104 5,846,719 Total Fund Balances 607,394 635,236 4,182,719 126,502 136,253 5,688,104 5,846,719 TOTAL LIABILITIES AND FUND BALANCES $607,394 $635,236 $4,182,719 $422,232 $293,860 $6,141,441 $6,281,709 r City of Brookiyn Center G2 Debt Service Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES For the Year Ended December 31, 1994 State Tax Tax Tax Street Aid increment Increment Increment Refunding Improvement Street Bonds Bonds Bonds Bonds Bonds Totals Bonds of 1985 of 1991 of 1992 of 1987 of 1994 1994 1993 Revenues Property taxes $220,998 $196 867 $131,829 $328,696 233,087 S ecial assessments P Intergovenmental revenue 58,410 Investment eamings $8,259 $6,335 217,891 28,200 1,191 261,876 332,322 Total Revenues 8,259 6,335 217,891 225,067 133,020 590,572 844,817 Exnenditures Principal $145,000 185,000 350,000 100,000 780,000 1,710,000 Irnerest 164,071 380,698 304,250 219,623 11,913 1,080,555 1,186,585 Fiscal agent fees 400 536 400 300 1,636 1,685 Total E�enditures 309,471 566,234 654,650 219,623 111,913 300 1,862,191 2,898,270 Excess or Deficiency of Revenues Over Expenditures (309,471) (557,975) (648,315) (1,732) 113,154 132,720 (1,271,619) (2,053,453) Other Financina Sources or Uses l-� Proceeds from sale of bonds 3,533 3,533 0 Operating transfers in 309,471 600,000 650,000 1,559,471 1,746,580 Operating transfers out 0 (240,000) Total Other Financing Sources or Uses 309,471 600,000 650,000 3,533 1,563,004 1,506,580 Excess or Deficiency of Revenues and Other Sources over Expenditures and Other Uses 0 42,025 1,685 (1,732) 113,154 136,253 291,385 (546,873) Fund Balances January 1 0 565,369 633,551 4,184,451 463,348 0 5,846,719 7,279,029 Equity T�ansfer In (Out) (450,000) (450,000) (885,437) Fund Balances December 31 $0 $607,394 $635,236 $4,182,719 $126,502 $136,253 $5,688,104 $5,846,719 City of Brooklyn Center, Minnesota CAPITAL PROJECTS FUNDS i The Capital Projects Funds are established to account for all resources used for the construction or acquisition of capital facilities b the Cit exce t those financed b Enter rise Funds. Y Y P Y P 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. The City's Capital Projects Funds included in this section are: Capital 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. Municibal State Aid for Construction Fund: This Fund was established i to account for the state allotment of gasoline tax collections used for transportation related construction projects. Sbecial 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 Redevelonment Authoritv Fund IH.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. I -66- City of Brooklyn Center D-1 Capital Projects Funds COMBINING BALANCE SHEET December 31, 1994 Municipal State Aid Special Economic Capital for Assessment Development Totals Improvements Construction Construction Authority Fund Fund Fund Fund 1994 1993 ASSETS Cash and investments $4,735,988 $2,185,206 $294,153 $812,849 $8,028,196 $7,976,715 Temporary improvement notes 985,503 454,716 377,232 1,817,451 1,598,423 Accounts Receivable 67,698 1,494 69,192 15,202 Taxes receivable 9,648 9,648 7,162 Special assessments: Deferred 1,018,095 1,018,095 997,804 Delinquent 46,181 46,181 31,423 Due from other funds 37,250 65,816 103,066 147,584 Due from other governments 1,968,764 1,968,764 1,644,536 fntertund loans: Municipal liquor 158,984 158,984 179,944 Golf course 1,150,000 1,150,000 1,080,000 Earle Brown T.I.F. District 593,069 593,069 593,069 Restricted investments 1,000,000 1,000,000 1,000,000 TOTA� ASSETS $7,030,475 $5,239,005 $1,426,127 $2,2 67,039 $15,962,646 $15,271,862 LIABILITIES AND FUND BALANCES (DEFICITSI Liabilities Accounts payable $41,577 $6,836 $3,925 $19,920 $72,258 $62,622 Contracts payable 86,450 41,035 127,485 Due to other governments 548 Due to other funds 37,250 37,250 Accrued salaries and wages 770 319 841 2,655 4,585 2,400 Accrued vacation and sick pay 18,640 18,640 17,519 Temporary improvement notes 1,107,541 1,107,541 1,036,659 Deferred revenue 1,968,764 1,064,276 9,648 3,042,688 2,655,925 Total Liabilities 128,797 2,016,954 2,213,833 50,863 4,410,447 3,775,673 Fund Balances fDeficitsl Reserved: Unexpended appropriations 223,951 223,951 679,551 Dedicated housing account 1,000,000 1,000,000 1,00O,OOQ Advances to other funds 1,308,984 593,069 1,902,053 1,853,013 Unreserved 5,368,743 2,628,982 (787,706) 1,216,176 8,426,195 7,963,625 Total Fund Balances (Deficits) 6,901,678 3,222,051 (787,706) 2,216,176 11,552,199 11,496,189 TOTAL LIABILITIES AND 2 267,039 $15,962,646 $15,271,862 FUND BALANCES (DEFICITS) $7,030,475 $5,239,005 $1,426,127 -67- CitY of B►ooldYn CeMe►' D-2 Capital Projects Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES For the Year Ended December 31, 1994 Municipal Housing State Aid Special and Economic Capital for Assessment Redevelop Devebpmerrt ImprovemeMs Construction Construction Fund Authority Totals Fund Fund Fund Authority Fund 1984 1993 Revenues Property taues 5115,104 s123,443 5238,547 $262,432 Special assessmeMs 5252,510 252,510 322,072 IMergovemmental 5488.957 17,835 305,306 812,098 213,458 InvestmeM eamings 5429,653 151,699 16,912 96,226 694,490 746,920 Miscellaneous 1.045 26.786 27.831 699.144 Totai Revenues 430,698 640,656 269,422 132,939 551,761 2.025,476 2,244,026 Emenditures Personal services 29,134 28,6:i1 148,762 151,491 358,018 152,008 Supplies 259 12 2,000 932 3,203 14,363 Services and other charges 143,415 58,558 86,110 362,609 651,692 770,330 Capital outlays 433,451 246,122 555,408 214,707 1,449,688 2.188,642 Interest 109.116 16 109.132 113,781 Total Expe�dkures 606,259 334,323 901,396 729,755 2,571,733 3,239,124 Excess or Deficiency of Revenues Over Expendkures (175,561) 306,333 (631,974) 132,939 (177,994) (546,25'n (995,098) Other Financina Sources or Uses(-) Proceeeds from sale of bonds 824,980 g2q,ggp Operatiny trensfers in 226,744 787,775 1,014,519 395,221 Operating transfers out (470,000) (399.471) (226.744) (132.939) (1.229.154) (536,020) Total Other Financing Sources or Uses(-) (470,000) (172.72� 598.236 (132,939) 787,775 610,345 (140,799) Excess or Deficiency of Revenues and Other Financing Sources Over Expend'Rures and Other Financing tJses (645,561) 133,606 (33,738) 0 609,781 134,088 (1,135,89� Fund Balance (Deficits) January 1 7,547,239 3,088,445 (153,968) 1,614,473 11,496,189 12,632,086 Equity Transfers In (Out) (8,078) (8,078) Fund Balance (DeficRs) December 31 56,901,678 53,222,051 (5787.706) SO 52.216.176 511.552,199 $11,496,189 -68- City of Brooklyn Center S-3 Capital Improvements Fund PROJECT-LENGTH SCHEDULE OF CONSTRUCTION PROJECTS From Beainnina to December 31. 1994 Project Over(-) Under 1994 to Date Expended Type of Project Appropriations Exqenditures Expenditures Approqriations Fire training facility $70,000 $0 $50,000 $20,000 Central garage improvements 1,128,716 476,498 498,811 629,905 Replat I-94 property 33,000 2,020 38,561 (5,561) Hockey field lights 14,400 15,030 15,030 (630) Interim city hall remodelling 440,000 24,454 24,454 415,546 Pedestrian bridge repair 84,470 1,717 1,717 82,753 Park playground equipment 176,836 84,151 84,151 92,685 ADA curb removals 63,170 2,389 2,389 60,781 Totals $2,010,592 606 259 715 113 $1,295,479 I i City of Brookl�n Center S Municipal State Aid Construction Fund PROJECT-LENGTH SCHEDULE OF CONSTRUCTION PROJECTS From Beqinnin4 to December 31. 1994 Project Over(-) Under 1994 to Date Expended Project Appropriation Expenditures Expenditures Appropriations Humboldt Avenue impFOVements 5,200 25,113 31,919 (26,719) 69th Avenue soil correction 997,737 3,688 966,291 31,446 69th Avenue reconstruction 585,328 (93,064) 539,751 45,577 69th Avenue landscaping, phase I 315,8�0 11,490 267,243 48,627 69th Avenue landscaping, phase II 70,523 55,124 55,124 15,399 Pavement management program 30,070 12,317 34,056 (3,986) Shingle Creek Parkway overlay 282,827 310,205 310,205 (27,378) o Misc. sidewalk replacement 14,700 820 820 13,880 69th Ave. Shingle Cr. Pkwy. bridge replacement 1,802 1,802 (1,802) i Brooklyn Boulevard street improvement 230,745 6,828 6,828 223,917 Totals $2,533,000 $334,323 $2,214,U39 $318,961 I City of Brooklyn Center S-5 Special Assessment Construction Fund PROJECT-LENGTH SCHEDULE OF CONSTRUCTION PROJECTS From Beainnina to December 31. 1994 Project Over(-) Under 1994 to Date Expended Type of Proiect Appropriations Expenditures Expenditures Appropriations 69th Ave reconstruction $2,486,162 ($37,250) $2,493,687 ($7,525) j James, Knox 54th Ave. street improvements 230,686 232,597 232,612 (1,926) 57th Ave. street improvements 4,574 4,574 (4,574) Humboldt Avenue street improvements 13,075 13,075 (13,075) 73rd Avenue street improvements 2,489 2,489 (2,489) Northwest area street improvements 595,346 594,979 602,396 (7,050) I Woodbine neighborhood street improvements 16,432 16,432 (16,432) Totals $3,312,194 $826,896 $3,365,265 ($53,071) 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. i 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: Municibal 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 Heritaae Center Fund: 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 individuaZly. 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. Exp'ansion 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. -72- City of Brooklyn Cerrter E_1 Errterprise Funds (Continued ne� page) COMBINING BALANCE SHEET December 31, 1994 E. Brown Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center 8� Refuse Utility Sewer Drainage Totals ASSETS Fund Fund Fund Fund Fund Fund Fund 1994 1993 Curcent Assets i Cash and cash equivalents $44,488 $3,329 $237,617 a71,621 $1,055,146 $3,119,193 a390,943 $4,922,337 $4,L�10,827 Accounts receivable net 2,112 194,939 7,302 65,150 126,061 39,842 435,406 491,886 Accrued revenue 27,354 17I,412 279,306 106,260 535,332 523,857 Special assessments receivable: Deferred 60,955 931 61,886 86,288 Delinquerrt 3,590 3,590 3,860 Due from other govemments 190,751 749,340 94Q,091 164,721 Inventories 284,034 6,562 20,909 17,070 328,575 319,790 w Prepaid expenses 2,902 28,479 111,776 143,157 153,342 TotalCurrentAssets 333,536 9,891 481,944 106,277 1,324,323 3,828,018 1,286,385 7,370,374 6,554,571 Restricted Assets Temporary cash investrnetrts 3,700,000 300,000 4,000,000 4,000,000 Revenue bond construction account Due from oUier govemmerrts 473,344 473,344 Total Restricted Assets 3,700,000 300,000 473,344 4,473,344 4,000,000 Faed Assets Mains and lines 8,583,770 s,152,994 1,234,787 15,971,551 14,113,366 SVuctures 327,595 30:i,321 9,532,145 4,249,575 1,707,080 16,119,716 15,949,897 Equipmerrt 127,897 35,390 984,071 65,034 36,986 6,736 1,256,114 1,685,236 Land 107.405 1,391,711 925,000 23,938 3,388 287,156 2,738,600 2,738,600 Land improvements 6,719 75,662 2,600 84,981 37,556 569,616 1,806,084 11,441,216 12,924,917, 7,900,448 1,528,681 36,170,962 34,524,655 Less: Allowance for depreciation 227,077 97,273 1,476,320 4,092,009 2,309,435 1,317 8,203,431 7,763.063 7otal Fixed Assets 342,539 1,708,811 9,964,896 8,832,908 5,591,013 1,527,364 27,967,531 26,761,592 TOTALS $676,075 31,718,702 �10,446,840 3106,277 313,857,231 a9,719,031 $3,287,093 a39,811,249 �37,316,163 i ri r■� rrr r� r +i■� r■� E-4 (Continued from E. Brown prior page) Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center 8 Refuse Utility Sewer Drainage Totals Fund Fund Fund Fund Fund Fund Fund 1994 1993 LIABILITIES AND FUND EQUITY Current Liabilities Acxounts payable 3108,813 $5,306 a142,922 $565 $40,240 $71,775 314,006 $383,627 $404,212 Accrued salaries payable 5,808 653 18,409 6,125 1,082 244 32,321 45,173 Accrued vacation and sick pay 23,695 420 11,447 12,837 48,399 43,960 Accrued irrterest payable 37,760 37,760 Temporary improvement note 389,205 389,205 305,479 Currer�t portion of long-term debt 72,812 22,812 20,959 Total CurreM Liabilities 161,128 6,379 561,983 565 59,202 72,857 52,010 914,124 819,783 i Currerrt Liabilfies �avable from Resticted Assets AcxouMs Payable 54,710 54,710 Lona-Term Liabilities Bonds payable 1,830,000 1,830,000 Construction ban 136,172 1,150,000 1,286,172 1,238,985 Total Long-term Liabilities 136,172 1,150,000 1,830,000 3,116,172 1,238,985 Fund Ea� Contributions 636,886 9,884,838 4,997,510 5,6'68,426 21,187,660 21,581,512 Re�ined �mings (Deficits) Reserved: Debt Service 90,625 90,625 Special assessmerrts 64,545 931 65,476 90,148 Plarrt expansion 3,700,000 300,000 4,000,000 4,000,000 Unreserved 378,775 (74,563) 19 105,712 5,035,974 3,676,817 1,259,748 10,382,482 9,585,735 Total Re�ined Eamings (Deficits) 378,775 (74,563) 19 105,712 8,800,519 3,977,748 1,350,373 14,538,583 13,675,883 Total Fund Equity 378,775 562,323 9,884,857 105,712 13,798,029 9,646,174 1,350,373 35,726,243 35,257,395 TOTALS 3676,075 a1,718,702 a10,446,840 a106,277 513,857,231 59,719,031 a3,287,093 339,811,249 a37,316,163 I 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, 1994 E. Brown Municipal Golf Heritage Recycling Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals Oneratina Revenues Fund Fund Fund Fund Fund Fund Fund 1994 1993 Sales and userfees $2,698,373 $302,050 $2,248,111 $134,740 $1,053,689 $2,126,822 $685,011 $9,248,796 $8,417,244 Cost of sales 2,023,603 34,550 355,270 2,413,423 2,244,689 Net Operating Revenues 674,770 267,500 1,892,841 134,740 1,053,689 2,126,822 685,011 6,835,373 6,172,555 i v O�eratina Exnenses v Personal services 369,660 124,681 1,144,161 319,984 185,622 102,491 2,246,599 1,999,204 Supplies 8,551 20,713 150,743 554 79,614 18,330 3,178 281,683 234,704 Other services 61,755 46,761 478,017 117,447 160,136 1,454,327 96,228 2,414,671 2,221,486 Insurance 13,318 7,987 41,202 871 12,277 19,312 2,100 97,067 71,671 Utiliti� 22,234 11,079 141,510 148,962 19,892 343,677 307,402 Rent 35,410 34,448 69,858 69,772 Depreciation 15,717 13,659 343,328 236,850 110,855 888 721,297 795,527 Total Operating Expenses 526,645 224,880 2,333,409 118,872 957,823 1,808,338 204,885 6,174,852 5,699,766 Operating lncome (Loss) $148,125 $42,620 ($440,568) $15,868 $95,866 $318,484 $480,126 $660,521 $472,789 r� r r�t r r� r� r r �■r E (Continued from rior a e P P 9 E. Brown Municipal Golf Heritage Recyciing Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals Fund Fund Fund Fund Fund Fund Fund 1994 1993 Nonooeratina Revenues or Expenses(-) Investment eamings $4,036 $5,137 $266,561 $202,997 $39,930 $518,661 $519,933 I Special assessments: Service hookups delinquencies 16,177 599 16,776 30,407 Otherrevenue 650 1,431 72 2,153 2,036 Gain (loss) on disposal of fixed assets 716 ($10,952) ($105) (5,063) 11,291 (7,428) (11,541) Interest and fiscal agent fees (14,491) (56,065) (22,701) (30,208) (123,465) (84,491) V Nonoperating Totals (9,089) (67,017) (22,806) 5,137 279,106 214,959 2,294 402,584 467,885 Income Before Operating Transfers 139,036 (24,397) (463,374) 21,005 374,972 533,443 482,420 1,063,105 940,674 Operating Transfers In 124,842 124,842 84,810 Operating Transfers Out (100,000) (100,000) (100,000) Net Income (Loss) 39,036 (24,397) (338,532) 21,005 374,972 533,443 482,420 1,087,947 925,484 Depreciation on contributed assets that reduces contributed capital 338,532 338,532 343,228 I Retained ar E rnngs Jan. 1 354,288 4,856 19 84,707 8,572,569 3,663,133 996,311 13,675,883 12,407,171 Equity Transfer from Contributed Capital 55,320 55,320 Equity Transfer In (Out) (14,549) (110,342) (147,022) (218,828) (128,358) (619,099) Retained Earnings December 31 $378,775 ($74,563) $19 $105,712 $8,800,519 $3,977,748 $1,350,373 $14,538,583 $13,675,883 City of Brooklyn Center E Enterprise Funds (Continued next page) COMBINING STATEMENT OF CASH FLOWS For the Year Ended December 31, 1994 E. Brown Municipal GoIF Heritage Recycling Water Sanitary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals Cash flows from operatina activities: Fund Fund Fund Fund Fund Fund Fund 1994 1993 Operating income(loss) $148,125 $42,620 ($440,568) $15,868 $95,866 $318,484 $480,126 $660,521 $472,789 Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating activities: De recia6on 15 717 13 659 343 328 236 850 110 855 888 721 297 795 527 P Changes in assets and liabilfies: Accounts receivable 1,662 24,429 (10,798) 25,869 7,148 (1,227,347) (1,179,037) (278,177) Inventories (9,543) (553) 884 427 (8,785) (35,829) Prepaid expenses (1,579) 8,551 3,213 10,185 (4,754) Accounts payable 30,410 1,662 (47,709) (7,846) 7,995 (19,073) 68,686 34,125 90,709 Accrued salaries and leave• 2,289 (2,106) (12,201) 3,095 266 244 (8,413) 31,209 Accrued interest payable 37,760 37,760 Other nonoperating income 650 17,608 671 18,929 32,443 Net cash provided by (used for) operating activities 187,731 55,282 (123,286) (2,776) 387,710 421,564 (639,643) 286,582 1,103,917 Cash flows from noncaoital financina activities: Proceeds from borrowings on revoNing loan 70,000 83,726 153,726 305,479 Principal repayments on revolving loan (20,960) (20,960) (19,257) Interest paid on revoNing loan (14,491) .(56,065) (22,701) (93,257) (84,491) Operating transfers in 124,842 124,842 84,810 Operating transfers out (100,000) (100,000) (100,000) Net cash provided by (used for) noncapitalfinancingactivities ($135,451) $13,935 $185,867 $0 $0 $0 $0 $64,351 $186,541 I I I E- I I (Continued from prior page) E. Brown Municipal Golf Heritage Recycling Water Sanftary Storm Liquor Course Center Refuse Utility Sewer Drainage Totals Fund Fund Fund Fund Fund Fund Fund 1994 1993 Cash flows from capital and related financina activities: Proceedsfrom bondsale $1,830,000 $1,830,000 Capital contributions $49,850 Equitytransferto Central Garage Fund ($4,334) {$69,057) ($65,524) ($184,509) (79,487) (402,911) Acquisition and construction of capital assets (51,384) (45,455) ($51,838) (576,809) (297,606) (1,131,873) (2,154,965) (1,250,812) Interest paid on revenue bonds, (30,208) (30,208) Net cash provided by (used for) capital and related financing activities (55,718) (114,512) (51,838) 0 (642,333) (482,115) 588,432 (758,084) (1,200,962) Cash flows from investina activities: Interest on investments 4,036 $5,137 266,561 202,997 39,930 518,661 519,933 Net cash provided by investing activfies 4,036 0 0 5,137 266,561 202,997 39,930 518,661 519,933 Net increase (decrease) in cash and cash equivalents 598 (45,295) 10,743 2,361 11,938 142,446 (11,281) 111,510 609,429 Cash and cash equivalents at beginningoftheyear 43,890 48,624 226,874 69,260 1,043,208 2,976,747 402,224 4,810,827 4,201,398 Cash and cash equivalents at endoftheyear $44,488 $3,329 $237,617 $71,621 $1,055,146 $3,119,193 $390,943 $4,922,337 $4,810,827 NONCASH FINANCING, CAPITAL, AND INVESTING ACTIVITIES Gain (Loss) on disposal of fixed assets ($551) ($105) ($656) Gain (Loss) resulting from transfer of fixed assets to the Central Garage Fund 1,267 ($10,952) ($5,063) $11,291 ($7,428) (10,885) Fixed Assets transferred to Central Garage Fund, net of depreciation 10,215 41,285 81,498 34,319 48,871 216,188 E-4 City of Brooklyn Center Municipal Liquor Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1994 1994 1993 Sales Liquor $867,557 $860,914 Wine 265,032 265,333 Beer 1,397,958 1,318,596 Soft drinks 55,944 57,352 Other merchandise 111,882 113,760 Total Sales 2,698,373 2,615,955 Less: Cost of Sales 2,023,603 1,976,173 Net Operating Revenues 674,770 639,782 O�eratina Ex�enses Personal services 369,660 356,468 Supplies 8,551 6,481 Other services 61,755 51,705 Insurance 13,318 31,534 Utilities 22,234 23,119 Rent 35,410 38,896 Depreciation 15,717 29,044 Total Operating Expenses 526,645 537,247 Operating Income 148,125 102,535 Nonoperatina Revenue or Ex�ensel-) Investment earnings 4,0$6 3,124 Otherrevenue 650 601 Gain on disposal of fixed assets 716 Interest and fiscal agent fees (14,491) (16,193) Total Nonoperating (9,089) (12,468) Operating Transfers to General Fund 100,000 100,000 Net Income (Loss) 39,036 (9,933) Retained Earnings January 1 354,288 364,221 Equity Transfer In (Out) (14,549) Retained Eamings December 31 $378,775 $354,288 -79- E-5 City of Brooklyn Center Golf Course Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1994 1994 1993 O�eratina Revenues Green fees $232,862 $213,469 Rentals 8,542 7,644 Leagues 10,340 8,219 Golf lessons 10,390 11,101 Concessions 18,237 17,348 Merchandise 18,909 19,918 Pop machine 2,394 1,825 Miscellaneous 376 509 Total Operating Revenues 302,050 280,033 Less: Cost of Sales 34,550 29,352 Net Operating Revenues 267,500 250,681 O�eratin�Expenses Personal services 124,681 128,636 Supplies 20,713 16,061 Otherservices 46,761 17,801 Insurance 7,987 3,767 Utilities 11,079 8,943 Depreciation 13,659 23,236 Total Operating Expenses 224,880 198,444 O eratin Income 42 620 52,237 P 9 Nonoperatina Revenue or Exaense(-) Investment earnings 2,332 Loss on disposal of fixed assets (10,952) Interest and fiscal agent fees (56,065) (54,000) Total Nonoperating (67,017) (51,668) j Net Income (Loss) (24,39� 569 Retained Earnings (Deficit) January 1 4,856 4,287 Equity Transfer from Contributed Capital 55,320 Equity Transfer In (Out) (110,342) Retained Earnings (Deficit) December 31 ($74,563) $4,856 -80- E-6 City of Brooklyn Center Earle Brown Heritage Center Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1994 1994 1993 Oneratina Revenues Conventions $592,208 $536,118 Catering 1,240,038 946,306 Inn on the Farm 299,539 211,624 Office Rents 116,326 118,045 Total Operating Revenues 2,248,111 1,812,093 Less: Cost of Sales 355,270 239,164 Net Operating Revenues 1,892,841 1,572,929 Operatinq Expenses Personal services 1,144,161 914,048 Supplies 150,743 128,897 Other services 478,017 423,723 Insurance 41,202 17,220 Utilities 141,510 128,677 Rent 34,448 30,876 Depreciation 343,328 343,228 Total O.perating Expenses 2,333,409 1,986,669 Operating Loss r440,568) (413,740) Nonoperatina Revenue or ExAense(-� Loss on disposal of fixed assets (105) Interest and fiscal agent fees �(22,701) (14,298) Total Nonoperating (22,806) (14,298) Operating Transfers In 124,842 84,810 Net Loss (338,532) (343,228) Depreciation on contributed assets that reduces contributed capital 338,532 343,228 Retained Eamings January 1 19 19 Retained Earnings December 31 $19 $19 81 E-7 City of Brooklyn Center Recycling Refuse Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1994 1994 1993 Operatina Revenues Recycling service fees $134,186 $106,196 t Recycling container sales 554 567 Total Operating Revenues 134,740 106,763 Operatinp Expenses Supplies 554 567 Other services 117,447 103,527 Insurance 871 Total Operating Expenses 118,872 104,094 Operating Income (Loss) 15,868 2,669 Nonoperatina Revenues Investment earnings 5,137 4,388 Total Nonoperating 5,137 4,388 Net Income 21,005 7,057 Retained Earnings January 1 84,707 77,650 Retained Earnings December 31 $105,712 $84,707 -82- 1 City of Brooklyn Center E-8 Water Utility Fund STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1994 1994 1993 OperatinQ Revenues Service to customers $962,369 $772,401 Sale of ineters 33,140 30,346 Penalties 58,180 45,387 Total Operating Revenues 1,053,689 848,134 �eratina Expenses Personal services 319,984 317,283 Supplies 79,614 68,699 Contractual services 160,136 133,652 Insurance 12,277 10,564 Utilities 148,962 128,901 Depreciation 236,850 267,279 Total Operating Expenses 957,823 926,378 Operating Income (Loss) 95,866 (78,244) Nonoaeratina Revenues or Exqenses(-) Investment earnings 266,561 280,860 Special assessments (for hookups delinquencies) 16,177 30,101 Other 1,431 820 Loss on disposal of fixed assets (5,063) Total Nonoperating 279,106 311,781 Net Income 374,972 233,537 Retained Earnings January 1 8,572,569 8,339,032 Equity Transfer 1n (Out) (147,022) Retained Earnings December 31 $8,800,519 $8,572,569 _83_ i City of Brooklyn Center E-9 Sanitary Sewer Fund STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1994 1994 1993 Oneratina Revenues Service to customers $2,126,822 $2,114,429 Operatina Exnenses Personal services 185,622 182,430 Supplies 18,330 13,999 Contractual services 59,066 66,654 Metro Waste Control Commission Charges 1,395,261 1,364,719 Insurance 19,312 8,586 Utilities 19,892 17,762 Depreciation 110,855 126,055 Total Operating Expenses 1,808,338 1,780,205 Operating Income 318,484 334,224 Nononeratinq Revenues Investment earnings 202,997 201,091 Special assessments (for hookups delinquencies) 599 306 Other 72 615 Gain on disposal of fixed assets 11,291 Total Nonoperating 214,959 202,012 Net Income 533,443 536,236 Retained Earnings January 1 3,663,133 3,126,897 Equity Transfer In (Out) (218,82g� Retained Earnings December 31 $3,977,748 $3,663,133 -84- City of Brooklyn Center E-10 Storm Drainage Fund STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1994 1994 1993 i Oqeratina Revenues Service to customers $685,011 $639,837 Total Operating Revenues 685,011 639,837 Operatinq Expenses Personal services 102,491 100,339 Supplies 3,178 Contractual services 96,228 59,705 Insurance 2,100 Depreciation 888 6,685 Total Operating Expenses 204,885 166,729 Operating Income 480,126 473,108 Nonoperatina Revenues or Exqense(-1 Investment earnings 39,930 28,138 Loss on disposal of fixed assets (7,428) Interest and fiscal agent fees (30,208) Total Nonoperating 2,294 28,138 Net Income 482,420 501,246 Retained Earnings January 1 996,311 495,065 Equity Transfer In (Out) (128,358) j Retained Earnings December 31 $1,350,373 $996,311 -85- City of Brooklyn Center, Minnesota INTERNAL S ERVICE FUNDS Internal Service Funds are used to account, on a cost reimbursement basis, for the financing of goods or services provided lay 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 Emt�lovees Retirement Fund: This fund provides certain health 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. Central Garaae Fund: This fund was established to account for the acquisition and maintenance of all City vehicles and rolling stock equipment. Vehicle and equipment maintenance, repair, and replacement will be provided from rental rates which the Central Garage charges City operating departments for use of the equipment. -86- City of Brooklyn Center Intemal Service Funds COMBINING BA�ANCE SHEET December 31, 1994 Em lo ee Central P Y Retirement Garage Totals ASSETS Fund Fund 1994 1993 Current Assets Cash and cash equivalents $1,029,964 $2,810,537 $3,840,501 $2,698,363 Accounts receivable 2,710 317 3,027 Inventories 17,874 17,874 Total Current Assets 1,032,674 2,828,728 3,861,402 2,698,363 Fixed Assets Equipment 3,936,720 3,936,720 3,136,597 Less: Allowancefordepreciation 1,982,949 1,982,949. 1,635,437 Total Fixed Assets 1,953,7�1 1,953,771 1,501,160 TOTALASSETS $1,032,674 $4,782,499 $5,815,173 $4,199,523 LIABILITIES AND FUND EQUITY Current Liabilities Accounts payable $15,751 $15,751 Accrued salaries payable 3,565 3,565 Accrued vacation and sick pay 21,099 21,099 Accrued health liability $205,876 205,876 $216,544 Total Current Liabilities 205,876 40,415 246,291 216,544 Fund E uit Contributions: Transfers from: General Fund 950,000 950,000 750,000 Debt Service Funds 1,335,437 1,335,437 885,437 Capital Projects Funds 8,078 8,078 Enterprise Funds 588,304 588,304 General Fixed Asset Account Group 1,232,536 1,232,536 1,501,160 TotaC Contributions 4,114,355 4,114,355 3,136,597 Retained Eamings: Unreserved 826,798 627,729 1,454,527 846,382 Total Fund Equity 826,798 4,742,084 5,568,882 3,982,979 TOTAL LIABILITIES AND FUND EQUITY $1,032,674 $4,782,499 $5,815,173 $4,199,523 -87- City of Brooklyn Center F-2 intemal Service Funds COMBINING STATEPAENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1994 Employee Central Retirement Garage Totals Fund Fund 1994 1993 Operatina Revenues Biilings to departments $1,005,914 $1,005,914 Sales 24,498 24,498 Total Operating Revenues 1,030,412 1,030,412 Operatiny Expenses Personal services $80,598 196,686 277,284 $39,450 Supplies 180,356 180,356 Other services 54,748 54,748 2,000 Insurance 26,037 26,037 Depreciation 318,413 318,413 Total Expenses 80,598 776,240 856,838 41,450 Operating Income (Loss) (80,598) 254,172 173,574 (41,450) Nono�eratina Revenue or Exaense Investment Eamings 61,014 100,258 161,272 61,886 Other 499 499 Loss on sale of fixed assets (2,458) (2,458) Total Nonoperating 61,014 98,299 159,313 61,886 Net Income (Loss) (19,584) 352,471 332,887 20,436 Depreciation on contributed assets that reduces contributed capital 275,258 275,258 Retained Earnings January 1 846,382 846,382 825,946 Retained Eamings December31 $826,798 $627,729 $1,454,527 $846,382 -88- City of Brooklyn Center F Intemal Service Funds COMBINING STATEMENT OF CASH FLOWS For the Year Ended December 31, 1994 Employee Central Retirement Garage Totals Fund Fund 1994 1993 Cash flows from ooeratina activities: Operating income (loss) ($80,598) $254,172 $173,574 ($41,450) Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating activities: Depreciation 318,413 318,413 Loss on sale of fixed assets 2,458 2,458 Changes in assets and liabilities: Accounts receivable (2,710) (31 (3,02� Inventories (17,874) (17,874) Accounts payable 15,751 15,751 Accrued salaries and leave 24,664 24,664 Accrued health insurance liability (10,668) (10,668) 25,454 Other nonoperating income 499 499 Net cash provided by (used for) operating activities (93,976) 597,766 503,790 (15,996) Cash flows from canital and related financina activities: Capital contributions 1,060,989 1,060,989 1,635,437 Acquisition of fixed assets (583,913) (583,913) Net cash provided by capital and related financing activities: 477,076 477,076 1,635,437 Cash flows from investina activities Interest on investments 61,014 100,258 161,272 61,886 Net cash provided by investing activities 61,014 100,258 161,272 61,886 Net increase (decrease) in cash and cash equivalents (32,962) 1,175,100 1,142,138 1,681,327 Cash and cash equivalents at beginning of the year 1,062,926 1,635,437 2,698,363 1,017,036 Cash and cash equivalents at end of the year $1,029,964 $2,810,537 $3,840,501 $2,698,363 NONCASH FINANCING, CAPITAL, AND INVESTING ACTIVITIES Contribution of fixed assets from other funds $216,188 Fixed Assets transferred to General Fixed Assets Account Group, net of depreciation 24,161 -89- City of Brooklyn Center, Minnesota 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: Emolovee Deferred Combensation Fund: This fund was established to account for funds on deposit with the trustees who administer the City sponsored deferred compensation plan. r r -90- City of Brooklyn Center G Employee Deferred Compensation Fund STATEMENT OF CHANGES IN ASSETS AND LIABILITIES For the Year Ended December 31, 1994 December 31, December 31, 1993 1994 Balance Additions Deductions Balance ASSETS Investments for deferred compensation plans held by trustees (1) $2,532,735 $263,326 $160,335 $2,635,726 TOTAL ASSETS $2,532,735 $263,326 $160,335 $2,635,726 LIABILITIES Due to employees for deferred compensation $2,532,735 $263,326 $160,335 $2,635,726 TOTAL LIABILITIES $2,532,735 $263,326 $160,335 $2,635,726 (1) Investments are reported at market value. 91 City of Brooklyn Center, 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 enterpris� 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. -92- City of Brooklyn Center S-6 SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY SOURCE For the Year Ended December 31, 1994 January 1, December 31, 1994 1994 Balance Acquisitions Disposals Balance Investments in General Fix�d Assets Land $2,369,801 $2,369,801 Buildings and improvements 4,944,348 $472,886 5,417,234 Park improvements 2,953,620 99,181 $13,697 3,039,104 Furniture 995,626 153,000 34,385 1,114,241 Departmental equipment 996,945 74,214 25,730 1,045,429 Total Investments in General Fixed Assets $12,260,340 $799,281 $73,812 $12,985,809 Sources of Investments 33 Generallndebtedness $1,115,247 $6,714 $1,108,5 General Fund revenues 5,178,647 $180,311 31,178 5,327,780 Liquor store income 169,051 1,017 168,034 Contributions 181,767 24,161 1,094 204,834 Capital projects funds 4,794,929 594,809 28,868 5,360,870 Federal rants 820,699 4,941 815,758 9 Total ources of Investments 12 260 340 799 281 $73 812 $12,985,809 S Includes $24,161 transfer of fixed assets from the Central Garage Internal Service Fund. -93- S-7 Cit of Brookl n Center Y Y SCHEDULE OF GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY December 31, 1994 Buildings and Park Furniture and Function Land Improvements Improvements Equipment Total General govemment $495,501 $495,501 Government buildings $303,770 $4,790,589 $286,845 45,305 5,426,509 Public safety 50,450 1,096,677 1,147,127 Public works 604 185,807 186,411 Recreation 264,995 264,995 Parks 2,066,031 575,591 2,752,259 71,385 5,465,266 Totals $2,369,801 $5,417,234 $3,039,104 $2,159,670 $12,985,809 I i i S-8 City of Brooklyn Center SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY For the Year Ended December 31, 1994 General Fixed General Fixed Assets Assets January 1, December 31, Function 1994 Additions Deductions 1994 General government $404,910 �97,720 $7,129 $495,501 Government buildings 4,939,337 494,142 6,970 5,426,509 Public safety 1,125,368 50,770 29,011 1,147,127 Public works 147,465 38,946 186,411 Recreation 294,481 1,216 30,702 264,995 Parks 5,348,779 116,487 5,465,266 Totals $12,260,340 $799,281 $73,812 $12,985,809 �ity of Brooklyn Center, Minnesota GENERAL LONG-TERM DEBT ACCOUNT GROUP The General 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. -96- H City of Brooklyn Center COMPARATIVE STATEMENT OF GENERAL LONG-TERM DEBT December 31, 1994 and 1993 December 31, 1994 1993 Amounts Available and to be Provided Amounts available in Debt Service Funds $5,688,104 $5,846,719 Amounts to be provided: From future tax levies 747,245 From future tax increments 8,659,651 9,048,281 From future gas #ax allocations 2,605,000 2,750,000 Total Available and to be Provided $17,700,000 $17,645,000 General Lona-Term Debt Pavable State Aid Street Bonds $2,605,000 $2,750,000 Special Assessment Bonds 1,010,000 275,000 Tax Increment Bonds 14,085,OOQ 14,620,000 Total eneral Lon -Term Debt 17 700,000 $17,645,000 G g -97- City of Brooklyn Center 1 SUMMARY OF DEBT SERVICE REQUIREMENTS TO MATURITY December 31, 1994 State Aid Special Total Debt Street Bonds Assessment Bonds Tax Increment Bonds Service Requirements Year Principal Interest Principal Interest Principal Interest Principal interest 1995 $150,000 $156,325 $85,000 $48,521 $590,000 $871,130 $825,000 $1,075,976 1996 160,000 147,872 115,000 43,608 670,000 831,995 945,000 1,023,475 1997 170,000 138,588 120,000 38,065 1,140,000 777,523 1,430,000 954,176 1998 180,000 128,478 80,000 33,365 1,270,000 705,825 1,530,000 867,668 �o 00 1999 190,000 117,560 80,000 29,605 1,450,000 622,383 1,720,000 769,548 2000 205,000 105,706 85,000 25,560 1,610,000 526,271 1,900,000 657,537 2001 220,000 92,740 85,OU0 21,289 1,810,000 416,806 2,115,000 530,835 2002 230,000 78,788 85,000 16,954 2,005,000 292,282 2,320,000 388,024 2003 245,000 63,821 90,000 12,403 2,115,000 155,820 2,450,000 232,044 2004 265,000 47,496 90,000 7,632 1,425,000 42,750 1,780,000 97,878 2005 285,000 29,616 95,000 2,612 380,000 32,228 2006 3Q5,000 10,141 305,000 10,141 $2,605,000 $1,117,131 $1,010,000 $279,614 $14,085,000 $5,242,785 $17,700,000 $6,639,530 City of Brooklyn Center, Minnesota I 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 �I municipal government financial�statistics. j �1 -99- City of Brooklyn Center TABLE 1 GENERAL GOVERNMENTAL EXPENDITURES BY FUNCTION (1) Last Ten Fiscal Years Fiscal General Public Public Community Parks and Economic Non- Total Year Govemment Safety Works Senrices Recreation Development Departmental Expenditures 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 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 0 1989 1,793,495 3,103,222 1,754,800 81,043 1,814,391 168,305 347,315 9,062,571 0 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 1992 1,797,895 3,938,920 1,594,190 114,579 1,783,811 187,606 273,273 9,690,274 1993 1,560,674 3,870,563 1,756,187 41,325 1,999,270 178,703 300,803 9,707,525 1994 $1,692,268 $4,409,490 $1,230,565 $41,495 $2,055,479 $199,982 $312,779 $9,942,058 (1) Funds included in this table are the General Fund. City of Brooklyn Center TABLE 2 GENERALGOVERNMENTAL REVENUES AND OTHER FINANCING SOURCES BY SOURCE (1) Last Ten Fiscal Years General Other Fiscal Property Licenses Intergovem- Charges for Court Financing Total Year Taxes 8� Permits mental Services Fines Misc. Sources Revenue 1985 $2,444,153 $387,806 $2,618,957 $979,543 $187,045 $348,316 $311,926 $7,277,746 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 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 1991 4,274,089 311,751 2,926,570 881,213 202,090 360,800 877,477 9,833,990 1992 4,291,322 332,186 3,133,495 794,876 148,701 301,771 620,000 9,622,351 1993 5,006,710 300,480 3,T67,214 838,883 140,104 279,211 295,000 10,027,602 1994 $5,703,773 $317,620 $3,353,247 $825,959 $113,573 $241,570 $190,000 $10,745,742 (1) Funds included in this table are the General Fund. I City of Brooklyn Center TABLE 3 TAX LEVIES AND TAX COLLECTIONS {1) Last Ten Fiscal Years Collections Percentage Collections of Current of Levy of Prior Total Delinquent Yea�s Taxes Collected. Year's Taxes Collections Delinquent Taxes as Year During Fiscal During Fiscal During Fiscal Total as a% of Taxes a% of Collected Tax LeW(2) Period Period Period Collections Tax LeW Receivable Tax Lew 1985 $2,931,266 $2,657,094 90.65% $178,709 $2,835,803 96.74% $386,209 13.18% 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°k 84,948 2.42% 0 N 1990 4,092,978 3,857,576 94.25% 12,241 3,869,817 94.55% 221,097 5.40% 1991 4,670,606 4,478,115 95.88% 79,443 4,557,558 97.58% 249,882 5.35°k 1992 5,072,385 4,818,439 94.99% 6,898 4,825,337 95.13% 351,199 6.92% 1993 5,491,707 5,204,161 94.76% (121,158) 5,083,003 92.56% 189,400 3.45% 1994 $5,857,342 $5,634,255 96.19% ($176,148) $5,458,107 93.18% $246,311 4.21°k (1) Funds included in this table are the General Fund, Certificates of Indebtedness, Park Bonds, H.R.A., and E.D.A.. (2) Includes property taxes only; lodging tax and tax increments are excluded. City of Brooklyn Center TABLE 4 ASSESSED VALUE AND ESTIMATED MARKET VALUE OF ALL TAXABIE PROPERTY (1) Last Ten Fiscal Years 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994(4) Population 30,630 30,267 29,759 29,420 28,578 28,810 28,887 28,558 28,533 28,533 Real Property Assessed value (2): Tax Tax(3) Tax Tax Tax Tax C�, CaP��' �aPa��Y �P��Y Capacity Capacity Capacity Residerdial 581,072,128 $90,912,548 591,929,2I6 590,162,927 517,834,805 510,133,274 59,730,898 59,193,012 59,077,238 $9,110,096 Non-residential 126,444,994 125,109,658 739,433,999 154,031,355 19,707,624 16,785,832 16,305,868 16,013,701 14,654,123 13,665,143 Area-wide allocation (2,134,213) (2,097,533) (1,345,864) (8,148,681) (977,841) (1,365,235) (1,384,936) (7,550,097) (1,533,767) (954,616) 205,382,909 213,924,673 230,017,381 236,045,601 30,564,588 24,953,871 24,651,830 23,656,676 22,197,594 21,820,623 LessTa�clncrementDistrict 742,474 4,057,611 5,437,588 9,784,473 2,097,505 1,540,518 1,315,724 7,374,157 1,184,328 1,165,933 Tofal assessed velue 204,640,435 209,867,062 724,579,793 226,267,128 28,467,083 23,413,353 23,336,106 72,282,459 21,013,266 20,�4,690 1 t-+ EstimatedMarketValue 788,107,800 813,377,800 854,846,550 910,336,3U0 930,463,900 1,000,269,000 1,076,754,000 1,015,968,800 978,404,700 959,668,700 O W Personal Property p��l� 4,276,721 4,291,916 4,296,001 4,510,313 190,299 530,526 539,121 543,237 549,751 622,500 Estimatedmarketvalue 9,944,700 9,981,200 9.990,700 10,489,100 3,627,500 10 10,564,700 11,349,900 11,957,700 73,532,600 TMaI Ta�ble Property q���l� 5208,916,656 $214,158,978 5228,875,794 5230,771,441 528,657,382 523,943,879 523,875,227 522,825,696 521563,077 521277,190 I Estimatedmarketvalue 5798,052,500 5823,359,000 5864,837,250 5920,825,400 5954,091,400 51,010,879,520 57,027,318,700 51,012,179,300 5990355,200 3973201,300 Assessed Yalue a perceM of EstimatedMerlatValue 28.18% 26.01% 28.4&96 25.08% 3.00% 2.37% 2.32% 2.28% 2.76% 2.19% Per Capita Valuations Assessed Value 56,827 57,076 57,691 57,844 $1,003 5831 5827 $799 5756 5746 Estimated MarketVaiue 526�056 $27,Z03 529,067 531,299 533,386 535,088 535,563 535�403 534,709 534,108 I (1) Source: Ciry of &ooldyn CeMer Assessing DepartmeM i� (2) The Minnesota Legislature changed d�e PropeAY �c system for taxes payable in 1989. The tau bese of properlY wes changed from assessed values to tax capacity values. (3) The reduction in residential values is due to a change in the state mandated fortnula from gross tax capacily to net ta�c capacitY. (4) The 1994 population estimate was not available. The 1993 population estimate was used. I City of Brooklyn Center TABLE 5 DIRECT AND OVERLAPPING TAX RATES AND TAX LEVIES (1) Last Ten Fiscal Years TAX RATES IN MILLS (2j Hennepin School Districts County Total Citv School. and (:�i��y Year Vo-Tech No.286 No.279 No.281 No.11 Special No.286 No.279 No.281 No.11 Collectible City (3) School Earl Brown Osseo Robbinsdale Anoka Districts Earl Brown Osseo Robbinsdale Anoka 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 1223 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.�08 1.046 46.207 58.643 55.540 51.779 37.479 103.940 116.376 113.273 108.466 1992 20.922 0.513 54.696 65.766 58.723 56.525 40.888 117.019 128.089 121.046 118.335 1993 23.969 1.095 67.008 64.948 61.807 63.717 42.457 134.529 132.469 129.328 130.143 0 1994 27.030 0.809 56.614 66.786 64.401 57.161 44.248 128.701 138.873 136.488 128.439 TAX LEVIES IN DOLLAR School Districts Hennepin y County Total City, Year Vo-Tech No.286 No.279 No.281 No.11 Special Schools, Collectible City (3) School Earl Brown Osseo Robbinsdale Anoka Districts and County 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 1992 5,072,385 123,029 4,596,776 3,516,409 4,444,416 1,293,144 8,344,678 27,390,837 1993 5,491,707 218,460 5,173,925 3,289,896 4,842,750 1,354,534 8,877,060 29,248,332 1994 $5,857,342 $166,681 $4,175,027 $3,472,013 $4,526,288 $1,287,264 $9,384,582 $28,869,197 (1) Sources: City of Brooklyn Center Assessing Department and 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 Housing and Redevelopment Authority of Brooklyn Center. City of Brooklyn Center TABLE 6 SPECIAL ASSESSMENT BILLINGS AND COLLECTIONS Last Ten Fiscai Years Percent Current Collections Total Special Percent Collection Collections Year Assessment of of Prior Total to Current Collected Billinqs Amount Billin�s Years Collections Levy 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% 14,327 491,201 97.33% 1991 612,744 595,362 97.16% 23,135 618,497 100.94% 1992 558,265 533,439 95.55% 13,801 547,240 98.03% 1993 488,163 469, 814 96.24% 21,188 491, 002 100.58% 1994 $466,784 $444,670 95.26% $7,592 $452,262 96.89% 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 Population Value Debt (1) Service Fund Debt Values Capita 1985 30,630 $208,916,656 $2,290,000 $846,014 $1,443,986 0.69% 47.14 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 Population Value Debt (1) Service Fund Debt Value Capita 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 1992 28,558 22,825,696 310,000 504,146 (194,146) -0.85% (6.79) 1993 28,533 21,563,017 0.00°k 1994 (2) 28,533 $21,277,190 $0 $0 $0 0.00% $0 (1) Includes only bonded debt supported by property taxes. (2) 1993 population estimate. City of Brooklyn Center Table 8 COMPUTATION OF LEGAL DEBT MARGIN December 31, 1994 i Market Value $973,201,300 Debt limit, 2% of market value 19,464,026 Total bonded debt 19,530,000 Deductions (See Note 5): A. Bonds: 1. S ecial Assessment Bonds 1,010,000 P 2. State Aid Street Bonds 2,605,000 3. Tax Increment Bonds 14,085,000 4. Utility Revenue Bonds 1,830,000 Total Deductions 19,530,000 Total Debt Applicable to Debt Limit 19 464 026 Legal Debt Margin, December 31, 1994 i 10 7 City of Brooklyn Center TABLE 9 COMPUTATION OF DIRECT AND OVERLAPPING DEBT December 31, 1994 City's Share Govemmental Unit Gross Debt Sinking Funds Net Debt Percent Amount Direct Debt: City of Brooklyn Center (1) $0 $0 $0 100.0% $0 Overlapping Debt: School Districts: No. 281 Robbinsdale 0 0 0 10.1 0 No.11 Anoka 120,142,792 38,636,744 81,506,048 5.9% 4,808,857 No.279 Osseo 172,820,000 51,445,437 121,374,563 6.9% 8,374,845 No. 286 Earl Brown 4,875,000 0 4,875,000 100.0% 4,875,000 Metropolitan Transit 1,400,000 593,000 807,000 1.1% 8,877 Metropolitan Council (2) 87,860,000 41,638,716 46,221,284 1.0% 462,213 o Hennepin County 67,780,000 5,565,489 62,214,511 2.1% 1,306,505 °D Hennepin County Park Reserve District 16,875,000 1,459,316 15,415,684 2.9% 447,055 Total Overla�nina Debt 471,752,792 139,338,702 332,414,090 20,283,351 Total Dired and Overlapping Debt $471,752,792 $139,338,702 $332,414,090 $20,283,351 (1) Includes onty general obligation debt which is being repaid through property taxes. (2) The Metropolitan Council also has outstanding $291,645,000 of general obligation sanitary sewer bonds and loans which are supported by system revenues. Direct Overlapping Comnarative Net Debt Ratios Charaeable to Citv Total Debt Debt Debt to tax capacity value $21,277,190 95.33% 0.00% 95.33°� Debt to market value $973,201,300 2.08°� 0.00% 2.08% Per capita debt, population 28,533 $710.87 $0.00 $710.87 TABLE 10 City of Brooklyn Center RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR GENERAL BONDE� DEBT TO TOTAL GENERAL EXPENDITURES Last Ten Fiscal Years Debt Service Total (1) Total (2) as a Percent Debt General of General Year Principal Interest Service Expenditures Expenditures 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% 1992(4) 1,880,000 1,195,204 3,075,204 9,690,274 31.73% 1993 1, 710, 000 1,186, 585 2, 896, 585 9, 707, 525 29.84% 1994 $780, 000 $1, 080, 555 $1, 860, 555 $9, 942, 058 18. 71 1 For ears 1984 through 1986, General Obligation Bonds and G.O. O Y Tax Increment Bonds are included. From 1987 onward, Improvement Bonds, formerly Special Assessment Bonds, are also included. From 1991 onward, Certificates of Indebtedness are inc�uded. (2) The fund included in the expenditures column is 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. (4) Amounts for 1992 are higher because Tax Increment Bonds of 1983 were called for payment prior to maturity. 109 City of Brooklyn Center TABLE 11 SCHEDULE OF 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 Water Utilitv Fund 1985 $546,817 $512,538 $1,059,355 $478,958 $580,397 $45,000 $14,040 $59,040 9.831 :1 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 687,9�2 425,030 1,113,012 665,629 447,383 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 0 1991 703,422 390,421 1,093,843 697,108 396,735 45,000 3,695 48,695 8.147 :1 1992 896,857 316,551 1,213,408 762,405 451,003 45,000 1,940 46,940 9.608 :1 1993 848,134 311,781 1,159,915 659,099 500,816 0 0 0 N/A 1994 $1,053,689 $284,169 $1,337,858 5720,973 $616,885 $0 $0 $0 N/A Storm Drainaae Fund (2) 1991 $374,040 $2,&28 $376,668 $164,767 $211,901 $0 $0 $0 N/A 1992 494,456 14,030 508,486 207,427 301,059 0 0 0 N/A 1993 639,837 28,138 667,975 160,044 507,931 0 0 0 N/A 1994 $685,011 $39,930 $724,941 $211,425 $513,516 $0 $30,208 $30,208 17.00 :1 I (1) Excludes depreciation and interest on bonds. (2) The Storm Drainage Fund was established in 1991. City of Brooklyn Center TABLE 12 PROPERTY VALUE, CONSTRUCTION AND BANK DEPOSITS Last Ten Fiscal Years Commercial Residential Constnaction (1) Construction (1) Property Value (2) Bank Year Value Units Value Commercial Residential Non-Taxable Deposits(3) 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 1990 5,750,567 1 65,249 333,967,220 676,912,300 83,719,768 202,261,488 1991 4,719,147 7 450,745 339,358,500 677,299,800 87,479,168 201,944,156 1992 5,547,668 14 948,810 344,860,700 667,318,600 107,747,100 199,800,971 1993 7,598,108 7 505,000 322,295,300 668,059,900 108,955,700 200,539,494 1994 $5,504,477 9 $587,000 $301,702,300 $671,499,000 $109,600,200 $197,886,000 (1) Construction values were supplied by the City of Brooklyn Center Community Development Department. (2) Estimated maricet values we�e supplied by the City of Brooklyn Center Assessing Department. (3) Bank deposits were supplied by the banks. Cit of Brookl n Center TABLE 13 y v PRINCIPAL TAXPAYERS December 31, 1994 Percentag 1994 of Total Market Market Taxpayers Type of Business Valuation (1) Value le o' er 58 908 800 6.05% S C Ltd Partners Brookda Sh pping Cent Prudential Insurance Co. Shopping Center/Office Buildings 15,635,700 1.61 Ryan Construction Office Buildings 15,206,300 1.56% Dayton-Hudson Corp. Department Stores 13,340,900 1.37% First Industrial Realty Trust Warehouse/Office Buildings 9,105,700 0.94% Sears Roebeck and Co. Department Store 8,825,900 0.91 Norman Chazin Apartment Buildings 8,219,500 0.84% Lutheran Brotherhood Office/V1/arehouse 6 704 500 0.69% NW Raquet Clubs Health Club/Fitness 6,662,500 0.68% Carson Pirie Scott Department Store 6,232,800 0.64% Total Market Value $148,842,600 15.29% TOTAL CITY MARKET VALUE $973,201,300 (1) Market values were supplied by the City of Brooklyn Center Assessing Department. 112 City of Brooklyn Center Table 14 SCHEDULE OF INSURANCE COVERAGE (Continued next page) Effective January 1, 1995 Policy Period Tvpe of Coveraoe and Details From To Liability Limits I. Statutorv Liabilitv to Em Ip oyees a. Workers' Compensation 01-01-95 01-01-96 Statutory (participant in the League of Minnesota Ci�es 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 01-01-95 01-01-96 $600,000 combined single limit (2) Properly damage 01-01-95 01-01-96 $600,000 combined single limit (3) Personaf injury 01-01-95 01-01-96 $600,000 combined single limit b. Automobile liability, comprehensive 01-01-95 01-01-96 (1) Bodily injury $600,000 occurrence (2) Property damage $600,000 occurrence (3) Uninsured motorist $600,000 occurrence c. Liquor stores' dram shop 01-01-95 01-01-96 $1,000,000 each common cause d. Golf Course and Central Park 04-01-95 10-31-95 $1,000,000 each common liquor liabil'dy cause e. Personal accident, Council 01-01-95 01-01-96 $100,000 accidental death Commissions $400/week short term disability $1,000 Medical f. Personal accident, Volunteers 01-01-95 01-01-96 $100,000 accidental death $400/week short term disability $1,000 Medical 113 City of Brooklyn Center Table 14 SCHEDULE OF INSURANCE COVERAGE (Continued from prior page) Effective January 1, 1995 Buildings and Policy Period Structures Content: (Replacement (Replacement Type of Coverage and Details From To Cost) Cost) III. Insurance on Ciiy Property 01-01-95 01-01-96 a. Public and institutional property, all risk, blanket $31,669,900; $1,000 deductible replacement value on buildings. (1) Civic Center $7,869,600 $1,047,000 (2) East Fire Station $676,700 $149,000 (3) Municipal Senrice Garage $1,452,000 $536,000 (4) Elevated Water Tov�rers 3 locations $3,628,500 $0 (5} Park Shelter Buildings 17 locations $1,522,000 $55,000 (6) Pump Houses 10 locations $940,000 $110,000 (7) Lift Stations -10 locations $1,093,500 $71,000 (8) Meter Station $17,000 $0 (9) Storage Building $418,500 $0 (10) Outdoor lighting systems 7 locations $316,000 $0 (11) Liquor Store and Fire Station $560,700 $307,800 (12) Humboldt Liquor Store $247,600 $160,000 (13) Leased Liquor Store $49,500 $160,000 (15) Pedestrian Bridge 2 locations $1,120,500 $0 {16) Picnic Shelter $57,000 $0 (17) Earle Brown Heritage Center $7,256,500 $1,421,000 (18) Centerbrook Golf Course Club House $328,600 $22,000 (19) Centerbrook Golf Course Garage $35,900 $2,000 (20) Lions Park Concession Stand $36,000 $3,000 Liability Limits b. Boiler and machinery 01-01-95 01-01-96 $3,000,000 per accident c. Automotive physical damage 01-01-95 01-01-96 (1) Comprehensive ACV-$1,OOOdeductible (2) Collision ACV $1,000 deductible IV. Crimina! Acis a. Faithful pertormance blanket position $100,000 per loss b. Money and securities (broad form) Various c. Depositor's forgery $100,000 114 i City of Brooklyn Center TABLE 15 DEMOGRAPHIC STATISTICS Last Ten Fiscal Years School Enroliments (3) Mpis-St.Paul No. 286 Fiscal Unemployment C.P.I. No.11 No.279 No.281 Earle Year Population Rate (1) °r6 (2) Anoka Osseo Robbinsdale Brown 1985 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 1,456 1989 28,578 3.5% 4.1 671 1,674 563 1,652 1990 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 1992 28,558 4.4% 1.4% 671 1,178 526 1,709 1993 28,533 4.3% 2.7% 691 1,106 540 1,685 1994 (4) 28,533 2.6% 2.7% 661 1,071 577 1,681 (1) Minnesota Department of Jobs and Training, Research and Statistics Dept. Twin Cities metro area average for year. (2) U.S. Department of Labor, Bureau of Labor Statistics. All urban consumers, (CPI-U) 1982-84, second half change from prior year. (3) School enrollment data was supplied by the schools. (4) 1993 population estimate. 115 TABLE 16 City of Brooklyn Center (Continued MISCELLANEOUS STATISTICAL FACTS next page) December 31, 1994 Date of Incorporation February 14, 1911 Date of Adoption of City Charter November 8, 1966 Date City Charter Effective December 8, 1966 Form of Govemment Council-Manager Fiscal Year Begins January 1 Area of City 8 1/2 square miles Miles of Streets: City 105.69 County 6.49 State 10.79 Miles of Storm Sewers 41.13 Number of Street Lights: Owned by N.S.P 991 Owned by City 73 Building Permits Number Estimated Issued Cost 1994 607 $13,418,453 1993 520 11,437,250 1992 573 14,286,465 1991 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 28,594,810 1985 521 32,328,938 City Employees as of December 31, 1994 Regular full-time 141 Temporary or part-time 209 Total 350 Fire Protection: Number of Stations 2 Number of Full-time Employees 1 Number of Volunteer Firefi hters 29 9 Police Protection: Number of Stations 1 Number of Full-time Employees 52 Number of Part-time Employees 16 116 City of Brooklyn Center TABLE 16 MISCELLANEOUS STATISTICAL FACTS (Continued from December 31, 1994 prior page) Parks and R�creation: Park property totals 522 acres developed to serve a wide variety of recreational interests. Area include playlots, playgrounds, pla�elds, trails, nature areas and an arboretum. Playgrounds 17 Park shelters 17 Ice skating rinks 7 Hockey rinks 5 Softball diamonds 26 Baseball diamonds 6 Tennis courts 18 Basketball courts 15 Municipal Water Plant: Number of connections 8,880 Average daily consumption in gallons 3,450,712 Peak daily consumption in gallons 7,757,000 Plant capacity gallons per day 17,652,000 Miles of wate� mains 114.582 Number of fire hydrants 837 Number of wells 9 Number of elevated reservoirs 3 Storage capacity in gallons 3,000,000 Water rate per thousand gallons $0.86 Municipal Sewer Plant: Number of connections 8,797 Miles of sanitary sewer 104.98 Daily disposal capacity in gallons 10,938,240 Number of lift stations 10 Residential rate per quarter $42.50 Municipal Liquor Stores (Off-sale): Number of owned stores 2 Number of leased stores 1 1994 sales $2,698,373 Elections: Last General Election November 8, 1994 Registered voters 17,593 Votes cast 10,751 Percentage of registered voters voting 61 Last Municipal Election 1994 Registered voters 17,593 Votes cast 10,751 Percentage of registered voters voting 61 117