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HomeMy WebLinkAboutCAFR-1989 COMPREHENSIVE e ANNUAL AUDITED FINANCIAL REPORT of the CiTY OF BROOKLYN CENTER, MINNESOTA For The Year Ended December 31, 1989 GERALD G. SPLINTER, CITY MANAGER e Prepared by FINANCE THE DEPARTMENT OF Paul W. Holmlund, Director 1 Member of Government Finance Officers Association of the United States and Canada) 1 Citv �ooklvn Center COMPREH�NSIVE ANNUAL �.�VANC� �POR� Year Ended pecember 1989 TABLE QE CONTENTS Exhibit Page Number Number I. ,�NTRODUC'�ORY SECTION Ti tl e Pa ge Table of Contents City Officials 1 Organization Chart 2 City Manager's Letter 3 Finance Director's Letter 4- 12 Certificate of Achievement 13 II. ��NANCIAL S�C�'ION Independent Auditors's Report 14 -15 A. General Purpose Financial Statements (Combined Statements Overview): 1 Combined Balance Sheet All Fund Types and Account Groups 1 17 18 Combined Statement of Revenues, Expenditures and Changes in Fund Balances All Governmental Fund Types 2 19 Combined Statement of Revenues, Expenditures and Changes in Fund Balances Budget (GAAP Basis) And Actual General and Special Revenue Funds 3 20 Combined Statement of Revenues, Expenses and Changes in Retained Earnings Proprietary Fund Type 4 21 Combined Statement of Changes in Financial Position Proprietary Fund Type 5 22 Notes to Financial Statements 23 51 Citv B�ooklvn Center COMPREHENSIVE ANNUAL FINANCI� REPORT Yea� Ended pecembe� 1989 TABLE Q� CONTENTS Statement/ Schedule Page Number Number B. Combining and Individual Fund Financial Statements: General Fund: Balance Sheet A-1 53 Statement of Revenues, Expenditures and Changes in Fund Balance Budget (GAAP Basis) and Actual A-2 54 Schedule of Revenue Other Financing Source s- Bud get and Actual S-1 55 57 Schedule of Expenditures Compared to Budget S-2 58 62 Special Revenue Funds: Combining Balance Sheet B-1 64 Combining Statement of Revenues, Expenditures and Changes in Fund Balances Budget and Actual B-2 65 66 Debt Service Funds: Combining Balance Sheet C-1 69 Combining Statement of Revenues, Expenditures and Changes in Fund Balances C-2 70 71 Capital Projects Funds: Combining Balance Sheet D-1 73 Combining Statement of Revenues, Expenditures and Changes in Fund Balances D-2 74 Project-Length Schedule of Construction Projects Capital Improvements Fund S-3 75 Project-Length Schedule of Construction Projects Municipal State Aid Construction Fund S-4 76 Cit B C I X rooklvn enter COMPREH�NSIV� ANNUAL FINANCIAL REPORT Yea� Ende� pecembe� 3.,� 1989 TABLE CONTENTS I Statement/ Schedule Page Number Number Project-Length Schedule of Construction I Projects Special Assessment Construction Fund S-5 77 Enterprise Funds: Combining Balance Sheet F-1 79 80 Combining Statement of Revenues, Expenses and I Changes in Retained Earnings F-2 81 Combining Statement of Changes in Financial Position F-3 82 Statement of Revenues, Expenses, and Changes in Retained Earnings Municipal Liquor Fund F-4 83 Statement of Revenues, Expenses, and Changes in Retained Earnings Golf Co urse Fund F-5 84 Balance Sheet Public Utilities Fund F-6 85 86 Statement of Revenues, Expenses, and Changes in Retained Earnings Public Utilities Fund F 87 Statement of Revenues, Expenses, and Changes in Retained Earnings Recycling and Refuse Fund F-8 88 Schedule of Water Operating Expense S-6 89 I Schedule of Sewer Operating Expense S-7 90 Citv �oo}�lvn Center COMPREHENSIV� �iUAL FINANCIAL �tEPORT Year Ended pecembe� 3� a 989 TABLE CONTENTS Statement/ Schedule Page Number Number Statement of Changes in Assets and Liabilities Employee Deferred Compensation Fund G 92 r General Fixed Asset Aceount Group: Schedule of Changes in General Fixed Assets By Sources S 94 Schedul e of General Fi xed Assets By Funetion and Activity S-9 95 Schedule of Changes in General Fixed Assets By Funetion and Activity 5-10 g6 General Long-Term Debt Account Group: Comparative Schedule of General Long-Term Debt H 98 Summary of Debt Service Requirements to Maturity I 99 III. STATISTICA� �SECTIOIy Tabl e l�r►b er General Governmental Expenditures and Other Uses 1 101 General Governmental Revenues and Other Financing Sources 2 102 Property Tax Levies and Collections 3 103 Assessed and Market Value of Taxable Property 4 104 Property Tax Rates and Tax Levies All Overlapping Governm ents 5 105 Special Assessment Collections 6 106 Ratio of Net Bonded Debt to Assessed Value and Net Bonded Debt Per Capita 7 107 Citv_ Brooklyn Center COMPREHENSIV� �VIUAL FINANCIAL REPOR� Yea� Ended December 3]� 1989 �'AB[,,E Q� CQNTENTS Tabl e Pa e g Number Number Computation of Legal Debt Margin 8 108 Computation of Direct and Overlapping Debt 9 109 Ratio of Annual Debt Service Expenditures for General Bonded Debt to Total General Expenditures 10 110 Revenue Bond Coverage 11 111 Property Value and Construction 12 112 Principal Taxpayers 13 113 Insurance Coverage 14 114-115 Schedule of Cash and Temporary Cash Investments 15 116 Demographic Statistics 16 117 Miscellaneous Statistics 17 118-119 i 1 1 �itv Brooklvn Center �ITY QE�IG��L� Year Fnded pecember 3.1,� 1989 ELECTED Q�ICIALS Term of Off ice Term Expi res Mayor Dean Nyquist Four Years 12/31/90 Councilman Todd Paulson Four Years 12/31/92 Councilman Gerald Pedlar Four Years 12/31/92 Councilman Philip Cohen Four Years 12/31/90 Councilwoman Celia Scott Four Years 12/31/90 �PPOIN�� OFFICIALS City Manager Gerald G. Splinter City Clerk Darlene Weeks City Treasurer Paul W. Holmlund City Attorney Holmes Graven Department Heads: Finance Paul W. Holmlund Public Works Sy Knapp Pol ice James Lindsay Fire Ronald Boman Planning and Inspection Ronald Warren Recreation Arnold Mavis Assessment Mark Parish Liquor Stores Gerald Olson Personnel Coordinator Geralyn Barone EDA Coordinator Brad Hoffman City Engineer Mark Maloney Public Works Superintendent Richard Ploumen Health Officer Duane Orn, M.D. Fire Marshall Ronald Boman Sanitarian Thomas Heenan Civil Defense Coordinator James Lindsay -1- r r ORGANIZATION CHART COUNCIL-MANAGER PLAN City of Brooklyn Center, Minnesota ADVI50RY CHARTER COMMISSION Capital Improvement Review Board L (appointed by district court) ELECTORATE ADVISORY Housing Commission CITY ATTORNEY N ,L i ADVISORY CITY COONCIL yRA COORDINATOR Human Rights Resources Commission 4 4 J r ADVISORY Parks and Recreation Commission PERSONNEL COORDINATOR t CITY MANAGER ADVISORY Planning Commission CITY CLERK i 4 N I DIRECTOR Emergency Prepared- ness k- e t f r DIRECTOR DIRECTOR DIRECTOR CHIEF DIRECTOR CHIEF MANAGER DIRECTOR ASSESSOR Planning of Finance Poliee of Volunteer Liquor Public Tax and Recreation Department Department Environ- Fire Stores Works Assessment Inspection City mental Department Department Department Department Treasurer Health L 4 �L ir s L Lr i.. L. I I� 1 w •r F- k- 1 I Golf Recreation Park Government Engineering Street Public Course Programs Maintenance Buildings Division Division Utilities and Division Division Division Community Center L. .J ��a 4 Lr L ir ,l L.. CITY 6301 SHINGLE CREEK PARKWAY I' B �F ROOKLYN BROOKLYN CENTER, MINNESOTA 55430 TELEPHONE 561-5440 C ENTER EMERGENCY POLICE FIRE 911 June 1, 1990 HONORABLE MAYOR AND MEMBERS OF CITY COUNCIL CITY OF BROOKLYN CENTER I hereby transmit the Comprehensive Annual Financial Report of the I City of Brooklyn Center for the fiscal year ended December 31 1989 Minnesota Statutes and City Charter, Section 7.12, require that the financial statements of the City of Brooklyn Center be audited by the State Auditor or a certified public accountant selected by the City Council. This requirement has been complied with by the engagement of the firm of Deloitte and Touche and their report is included in the financial section of this report. This report has been prepared following the guidelines recommended by the Government Finance Officers Association of the United States and Canada. The Government Finance Officers Association awards Certifi- cates of Achievement for Excellence in Financial Reporting to those governments whose Comprehesive Annual Financial Reports are judged to conform substantially with high standards of public financial report- ing, incl uding general ly accepted accounting principl es promul gated by the Governmental Accounting Standards Board. Our financial reports for the past six years have received this award. It is my belief that the accompanying report meets program standards, and it will be submitted to the Government Finance Officers Association for review. Resp etfully submitted, Gerald Splinter City Manager �t��'�'F� WE6 41�4MfRlCI QIT z I 1 -3- ciTY 6301 SHINGLE CREEK PARKWAY oF BROOKLYN CENTER, MINNESOTA 55430 B ROOKLYN TELEPHONE 561-5440 C ENTER EMERGENCY- POLICE FIRE 911 i June 1, 1990 Mr. Gerald G. Splinter City Manager City of Brooklyn Center Dear Mr. Splinter: t The comprehensive annual financial report of the City of Brooklyn Center for the fiscal year ended December 31, 1989, is hereby submitted. Responsibility for both the accuracy of the data, and the completeness and fairness of the presentation, including all disclosures, rests with the government. To the best of our knowledge and belief, the enclosed data are accurate in all material respects and are reported in a manner designed to present fairly the financial position and results of operations of the various funds and account groups of the gov ernment. Al l discl osures necessary to enabl e the reader to gain an understanding of the government's financial activities have been included. The comprehensive annual financial report is presented in three sec- tions: introductory, financial, and statistical. The introductory section includes this transmittal letter, the government's organiza- tional 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 auditors' report on the financial statements and schedules. The statistical section includes selected financial and demographic information, generally presented on a multiyear basis. The government is required to undergo an annual single audit in conformity with the prov isions of the Singl e Audit Act of 1 98� 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, findings and recommendations, and auditors' reports on the internal control struc- ture and compliance with applicable laws and regulations, are issued as a separate report. �t��C��,, roatutuuewarr 1 I I "=z.,,,�.. C1Mp',�`' i �ieng_, —4— The City provides the full range of municipal services contemplated by statute or charter. This includes public safety (police and fire),, streets, sanitation, health and social services, culture-recreation, public improvements, planning and zoning, and general administrative serv ices. The City al so operates three off-sal e 1 iquor stores, a public water and sewer utility, and a golf course. Net revenue produced in excess of working capital requirements by the municipal liquor stores operations have been used toward financing current expense and capital outlay programs of the General Fund. REPOI,�'ING ENTITY In accordance with Governmental Accounting Standards Board pronounce- ments, the City's financial statements include all funds, account groups, departments, agencies, boards, commissions, and other organi- zations over which City officials exercise oversight responsibility. Oversight responsibility includes such aspects as appointment of governing body members, budget review, approval of property tax levies, outstanding debt secured by City full faith and credit or revenues, and responsibility of funding deficits. As a result of applying this criteria, certain organizations have been included or excluded from the City's financial statements, as follows: INCLUDED: Housing and Redevelopment Authority (HRA) and Economic Development Authority in and for the City of Brooklyn Center (EDA). HRA and EDA were created by the City to provide housing and redevelop- ment assistance to Brooklyn Center citizens. They provide this assistance through the administration of various programs. Inasmuch as their governing board is appointed by the City Couneil, the Council rev iews and approves tax 1 ev ies, the City prov ides maj or community development financing for their activities, and the City Manager is the Executive Director, they are considered to be component units for the Ci ty. �XCLUDED: The Brooklyn Center Fire Department Relief Association. r -5- i This association is organized as a non-profit organization by its members to provide pension and other benefits to such members in aecordance with Minnesota statutes. The board of directors is elected by the membership of the organization. All funding is conducted in accordance with Minnesota statutes, whereby state aids flow to the association, tax levies, if necessary, are determined by the associa- tion and are only rev iewed by the City, and the association pays bene- fits directly to its members. Because the association is able to fund its programs independently of the City, it is excluded from the reporting entity. Independent School District No. 286 (Earle Brown) Independent School District No. 279 (Osseo) Independent School District No. 281 (Robbinsdale) Independent School District No. 11 (Anoka) Independent School District No. 287 (Suburban Hennepin County Area Vocational Techni:cal Institute) These districts, like all school districts in Minnesota, are complete- ly independent of any other governmental entity. They have their own elected Board of Education, levy their own taxes and prepare and issue their own finaneial reports. ECONQ� CONDITION AND OUTLOOK Brooklyn Center is a first ring suburb on the north-west corner of Minneapolis. Its commercial district is anchored by the Brookdale Shopping Center which was built in the 1960s. Other retail and commercial businesses have grown up around the center and vacant land exists to the northeast for a substantial amount of additional business development. The business district is located at the inter- section of four major highways which make it a very attractive location. MAJOR �NITIATIV�S The year 198g was dominated by the City's efforts, through the E.D.A., to restore the Earle Brown Farm historical site and develop it as a convention center. This $9,000,000 project, known as the Earle Brown Heritage Center, is complete and opened for business in April 1990 The center is almost fully booked for the rest of this year, which gives it the promise of a bright future. The City of Brooklyn Center, along with the City of Fridley and the City of Brooklyn Park, joined to form the North Metro Convention Bureau. Revenues for the Bureau come from a 3� lodging tax on all hotel and motel rooms in the three cities. The Bureau's purpose is to promote conventions, many of which will use the facilities of the Earl e Brown Heritage Center. -6- In order to understand the changing needs of its population, the City of Brooklyn Center authorized Maxfield Research Group to conduct an extensive study of the housing market in the community and changes which are impacting the community's ability to retain and attract households. This study presents an extensive survey of neighborhoods, demographie and housing market data analysis, survey of apartments, I and interv iews with persons knowledgeabl e about the housing market. From the findings, strategies are suggested for maintaining and improving the marketability of neighborhoods and serving the changing needs of residents. 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 recycl ing programs took effect in 1989 In response, the City opened a Recyeling and Refusing 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. �]I A�ICIAL �NFORMATION Management of the government is responsibile for establishing and maintaining an internal control structure designed to ensure that the assets of the government are protected from loss, �heft or misuse and to ensure that adequate accounting data are compiled to allow for the preparation of financial statements in comformity with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these ob'ectives are met. Th c e once t of reasonabl e assurance reco nizes P g that: 1) the cost of a control shoul d not exceed the benefits l ikely to be derived; and (2) the valuation of costs and benefits requires estimates and judgments by management. Single Audit. As a recipient of federal, state and county financial assistance, the government also is responsible for ensuring that an adequate internal control structure is in pl ace to ensure compl iance 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 government's single audit, described earlier, tests are made to determine the adequacy of the internal control structure, including that portion related to federal financial assistance pro- grams, as well as to determine that the government has complied with appl icabl e 1 aws and regul ations. The resul ts of the gov ernment's single audit for the fiscal year ended December 31 1989 provided no instances of material weaknesses in the internal control structure or significant violations of applicable laws and regulations. i -7- Budgeting Control s. In addition, the gov ernment maintains budgetary controls. The objeetive of these budgetary controls is to ensure compliance with legal provisions embodied in the annual appropriated budget approved by the government's governing body. Activities of the general fund and special revenue funds are included in the annual appropriated budget. Project-length finaneial plans are adopted for the capital projects funds. The level of budgetary control (that is, the level at which expenditures cannot legally exceed the appropriated amount) is established by funetion and activity within an individual fund. The government also maintains an encumbrance accounting system as one technique of accompl ishing budgetary control. Encumbered a- mounts 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 finan- cial section of this report, the government continues to meet its responsibility for sound financial management. General Fund Functions. The following schedule presents a summary of general fund revenues for the fiscal year ended December 31, 1989 and compares them to 1988. r General Fund �evenues Other �inancin� Sourees Increase of (Decrease) 1989 Total 1988 From 1988 1 Taxes $3,325,101 35.7� $3,318,656 6 445 License permits 365,247 3.9� 329,783 35,�+64 Intergovernmental revenue 3,628,255 38.9% 3,078,491 549,764 Charges for services 1,124,167 12.1% 1,215,635 (91,468) Court fines 278,812 3.0� 243,952 34,860 Misc revenues 425,356 4.5� 363,918 61,438 Other financing sources ___176,505 1.9% ___337,871 (161,366) TOTAL $9 ,323,�►43 100_0� �8,888,306 $_435,137 -s- The large increase in intergovernmental revenue is the result of a decision by the State of Minnesota to increase its local government aid. By the mechanism of the levy limitation laws, this in turn forces there to be virtually no increase in the City's property tax rev enues. Charges for serv ices decl ined because engineering fees dropped more than 55� from the prior year. These fees are charged to Capital Projects Funds and the Economic Development Fund for the services of the City's Engineering Department on construction pro- jects. These fees tend to be volatile because spending on construc- tion can vary so much from one year to the next. Other financing sources were less because the 1988 operating transfers were set unusually high to support extra General Fund capital outlays. The 1989 level is a more normal figure. The following schedule presents a summary of general fund expenditures for the fiscal year ended December 31, 1989 and compares them to 1988. Gene�a,� Fund E�nenditures Increase of (Decrease) 1989 Total 1988 From 1988 General Government $1,793,495 19•8� $1,768,607 24,888 Public Safety 3,103,222 34.2� 2,716,205� 387,017 Public Works 1,754,800 19•4� 1,768,918 (14,118) Community Health Services 81,043 .9� 69,117 11,926 Parks Recreation 1,814,391 20.0� 1,706,516 107,875 Economic Develop- ment 168,305 1.9� 162,271 6,034 Non-Departmental 347,315 3.$% 310,475 36,840 TOTAL $9,062,571 100�0� $8,502,109 $560,462 Public Safety expenditures were increased by the addition of two pol ice officers and a housing inspector to the payrol l. Suppl ies, contractual services, and capital outlays were all increased to sup- port the higher ov eral l 1 ev el of acti v ity. Communi ty HeaZ th Serv ices, while still a small part of the total budget, increased 17�. It was a joint three city health department until one city dropped out in early 1989, causing Brooklyn Center and the other remaining city to pay more of the cost. -9- 1 GENERAL FUND �LANCE The fund balance of th G e eneral Fund d cr b 8 e eased 8 46 or in 3 1 5� Y r 1 8. Du i 8 9 9 r ng 19 9, the City changed its method of accounting for employee benefits in the Governmental Fund Types by recognizing all vacation and sick leave costs as expenditures when the benefits are earned. The cumulative effect of the change on the General Fund was a charge of $341 against the excess of revenues over expenditures and other financing sources in 1989 Were it not for this change, the fund bal ance woul d hav e increased by $253,�9$ or 4.5% in 1989 The ending fund balance of $5,569 is the equivalent of six months of expenditures for the 1990 budget. General property taxes and intergovernmental revenue represent 69� of the budgeted general fund revenue for 1990 The State of Minnesota has structured city finances so all of these revenues are received in the second half of the fiscal year. Minnesota cities typical ly receive as 1 ittl e as 10� of their revenues in the first six months of the year. In recognition of this fact, a portion of the fund balance is being designated for working capital. The unreserved, undesignated fund balance has decreased to $134,618 as a result of this disclosure. ENTERPRIS� OPERATIONS The City's enterprise operations are com rised of three se arate and P P distinctive activities: Liquor stores, the Water and Sewer utility and the Golf Course. The liquor operation is composed of three stores. Two are city owned and the third is leased. In May 1989 a new long-term lease was signed for the third store and it was remodeled to improve visability and access. The Water and Sewer util ity is 1 argely dev el oped and al ready reaches all parts of the City. Rates for both water and sewer were increased effective January 1, 1989 Water sales were down because people seem to be giving up on lawn sprinkling now in the third year of the drought. Three fourths of the sewer operating expenses are fees paid to the Metro Waste Control Commission for sewage treatment and those fees increased 3•5�. Depreciation expense for the water utility increased because large capital outlays made in 1988 were depreciated beginning in 1989 Total operating expenses were down for Water and increased moderately for Sewer. Centerbrook Golf Course began operating in 19$$ and while it is show- ing losses, it did substantially better than had been projected. Rounds played have been constant at about 35,000 a year. Green fees are increasing in 1990 Expectations are for the golf course to be cl ose to breaki ng ev en in 1 990 and to hav e prof itabl e years after that. -10- �GENCY FUN� The Deferred Compensation Agency Fund accounts for the I.C.M.A. Retirement Corporation plan with a market share value totaling $1,602,255 for City employee plan members at year end. DEBT ADMINISTRATION At December 31, 1989, the City had seven debt issues outstanding. These issues included $1,130,000 of general obligation bonds, $5,985,000 of tax increment debt with government commitment, $970,000 of special assessment debt with a contingent 1 iabil ity and $135 ,000 of revenue bonds. The City has an A-1 rating from Moody's Investors Service. Under current state statutes, general obligation bonded debt issuances are subject to a legal limitation based on 2.0 percent of total estimated value. As of December 31, 1989, the general obl igation bonded debt of $1 ,130,000 wa s wel l bel ow the 1 egal 1 imit of $18,346 and debt per capita equalled $25.72. No bonds were issued during the year. CASH MANAGEMENT The Finance Department keeps abreast of current trends and procedures for cash management and forecasting so as to insure efficient and profitable use of the City's cash resources. Cash is invested only in investments authorized by Minnesota Statutes Chapter 475. The yield on investments ranged from a high of 12.0 percent to a low of 4.25 percent. Interest earned during 1989 amounted to $2,256,787 compared to $2,001,478 during 19$$ The City has a written inv estment pol icy. All deposits were either insured by federal depository insurances or collateralized. At year end, all deposits were collateralized. 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 propor- tion to their relative cash book balances. In the recent past, the City hasn't needed to use any short-term debt and doesn't anticipate such a need in the future. RISK MANAGEM�' The City insures all significant risk. A schedule of such insurance is included in the Statistical Section. -11- i IND�PENDENT �UDIT The City Charter and State Statutes require the Council to provide for an audit of the financial transactions of the City. Deloitte and Touche has been retained for that purpose and their unqualified opinion has been included in this report. CERTIFICA.,� ACHIFVEMENT The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Brooklyn Center for its comprehensive annual financial report for the fiscal year ended December 31, 1988. In order to be awarded a Certificate of Achievement for Excellence in Financial Reporting, a governmental unit must publish an easily read- able and efficiently organized comprehensive annual financial report, whose contents conform to program standards. Such reports must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe our current report continues to conform to Certificate of Achievement Program requirements, and we are submitting it to GFOA to determine its eligiblity for another certificate. ACKNOWL�DGEMENTS The preparation of this report on a timely basis could not be accom- pl ished without the efficient and dedicated serv ices of the entire staff of the Department of Finance. We would like to express our appreciation to all members of the Department, with special recogni- tion to Tim Johnson, Accountant, and Kelly Gooden, Secretary. We would also like to thank the Mayor, Council members and the City Manager for their interest and support in planning and conducting the financial operations of the City in a responsible and progressive manner, and the independent auditors for their valuable and willing assistance. Respectfully submitted, Q�W• Paul W. Holmlund Director of Finance R N �.Q,,�, Charles R. Hansen Assistant Director of Finance -12- Certif icate of Achlevement f or Excellence in Financial 1 Aeporting Presented to City of Brooklyn Center, Minnesota For its Comprehensive Annual Financial Report for the Fiscal Year Ended December 31, 1988 A Certificate of Achievement for 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 comprehensive annual financial reports (CAFR's) achieve the highest standards in government accounting and financial reporting. 4��p UIUTED STRTES\ y w RNO N President f CRNRDA o CORPORATION I n S�XI.�,� CNIC�60 ��r�%��� Executtve Director 1 Deloitte Touche 900 Pillsbury Center Telecopy: (612) 375-5418 Minneapolis, MN 55402-1483 Telephone: (612) 333-2301 INDEPENDENT AT1nITORS' REPORT The Honorable Mayor and Members of the City Council of the City of Brooklyn Center, Minnesota We have audited the accompanying general purpose financial statements and the combining and individual fund and account group financial statements of the City of Brooklyn Center, Minnesota as of December 31, 1989, and for the year then ended, listed in Section II of the foregoing table of contents. These financial statements and the supplemental schedules discussed below are the responsibility of the City's management. Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general purpose financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the general purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, such general purpose financial statements present fairly, in all material respects, the financial position of the City of Brooklyn Center, Minnesota at December 31, 1989 and the results of its operations and the changes in financial position of its proprietary fund types for the year then ended, in conformity with generally accepted accounting principles. Also, in our opinion, such combining and individual fund and account group financial statements present fairly, in all material respects, the financial position of each of the individual funds and account groups of the City of Brooklyn Center, Minnesota at December 31, 1989, and the results of operations of such funds and the changes in financial position of individual proprietary funds for the year then ended in conformity with generally accepted accounting principles. -14- Our audit also comprehended the accompanying financial information listed as schedules in Section II of the foregoing table of contents. In our opinion, such additional information, when considered in relation to the general purpose financial statements, presents fairly, in all material respects, the information shown therein. As discussed in Note 17 to the financial statements, in 1989 the City changed its method of accounting for accrued vacation and sick leave. April 20, 1990 -15- City of Brooklyn Center, Minnesota GENERAL PURPOS� FINANCIAL �TATEMENTS The general purpose financial statements are intended to provide a financial overview of municipal operations. These reports are at a summary level and include that data needed to control and analyze current operations to determine compliance with legal and budgetary limitations and to assist in the financial planning process. -16- City of Brooklyn Center EXHIBIT 1 Ali Fund Types and Account Groups COMBINED BALANCE SHEET (Continued next page) December3l, 1989 Proprietary Fiduciary Totals Governmental Fund Types Fund Type Fund Type Account Groups (Memorandum Only) Special Debt Capital General General Long- December3l, General Revenue Service Projects Enterprise Aaency Fixed Assets Term Debt 1989 1988 ASSETS Cash and investments (Note 2) $5,360,805 $2,071,808 53,544,687 $8,833,200 53,286,281 $21,098,581 523,941,724 Temporary improvement notes (Note 3) 879,224 320,961 537,409 1,107,954 1,192,020 4,037,588 859,610 Receivables: Accounts 28,870 17,461 4,540 449,417 500,088 389,107 Delinquent Taxes (Note 11) 92,533 1,564 7,397 101,494 105,521 Special assessments: Deferred 18,064 1,177,224 893,822 91,230 1,980,140 2,270,198 1 Delinquent 1,707 9,954 14,000 2,314 27,975 83,439 Due from other funds (Note 12) 90,381 50,000 140,381 278,367 Due hom other governments 20,906 90,381 2,049,983 230,685 2,391,935 1,905,975 Inventories and supplies (Note 1 G) 32,599 254,284 288,883 301,709 Prepaid expenses 102,250 102,250 112,713 Interfund advances (Note 12) 105,074 1,943,295 2,048,369 2,029,852 Resiricted investmente (Note 8) 4,125,265 4,125,285 4,127,020 Investments for deferred compensation plan at market (Note 14) $1,602,255 1,802,255 1,339,828 Property, plant and equipment (Note 4) 19,220,668 519,530,328 38.750,998 33.199.464 Less accumulated depreciation (5,279,79� (5,279,795) (4,957,988) Amount available in Debt Service Funds 54,081,862 4,081,@82 3,817,203 Amount to be provided for Generai Long- Term Debt 4,003,338 4,003,338 5,444,758 Total Asaet6 56.519.811 $2.612.327 $5,276,871 512,898,574 523,674,599 51.602,255 s19,530.328 58.085,000 579.997.385 s75,028,290 ss=eeome =�eeee=v ec==a=zz szaaxsex eee=exeoa sa:�a===s =eooaa=a :sa=azxxs xsxzxaxx ex=esxasm axaxaaase r �r r i �r City of Brooktyn Center EXHIBIT 1 All Fund Types and Account Groups COMBINED BALANCE SHEET (Continued from prior page) December3l, 1988 Proprietary Fiduciary Totals Governmental Fund Types Fund Type Fund Types Account Groupe (Memorandum Only) Special Debt Capital General General Long- December 31, LIABILITIES AND FUND EQUITY General Revenue Service Pro' ts Enterprise Agency Fixed Aeaets Term Debt 1989 1988 Liabilities Accounts payable $255.312 5198.117 $434 579.181 $198.881 5731,825 s831.980 Due to other funds (Note 12) 90,381 50,000 140,381 278,387 Accrued salaries and wages 175,028 20,810 195,838 244,273 Accrued vacation 8 eick pay (Notes 1J 1� 440,359 31,043 471,402 438,504 Temporary improvement notes (Note 3) 2,677,671 1,304,378 55,519 4,037,588 859,610 Deferred revenue 79,840 21,335 1,194,575 707,622 2,003,372 2,335,109 Interfund advances 700,282 1,348,087 2,048,389 2,029,852 Revenue bonds payable (Notes 5 8� 6) 135,000 135,000 180.000 General obligation bonde payable (Note 5) 51,130,000 1,130.000 1,440,000 Special assessment bonde payable (Note 5) 970,000 970,000 1,220,000 Tax ir.crement bonds payable (Note 5) 5,985,000 5,985,000 8,080,000 Deferred compensation funds held for participants(Note14) $1,602,255 1,802.255 i,339,828 Total Liabilities 950,539 3,687,788 1,195,009 2,091,181 1,839,340 1,802,255 8,085,000 19,451,110 17,057,323 i Fund Eaui Contributed capital (Note 8) 11,308,292 11,308,292 11,302,495 Invested in general fixed assets 519.530.328 19,530,328 14,214,185 Retained earnings: Reserved: Debt retirement (Note 6) 125,265 125,285 127,020 Special assessmente 93,544 93,544 98,940 Plant expansion (Note 6) 4,000,000 4,000,000 4,000,000 Unreserved 6.308,158 8,308,158 5,936,569 Fund Balances: Reserved: Inventories 32,599 32,599 38,973 Debt service 4,081,662 4,081,882 3,817,203 Unexpended appropriations 1,585,829 1,585,829 28,205 State approved projects 2,049,963 2,049,063 2,205,510 Interfund loens 105,074 1,993,295 2,098,386 2,029,852 Unreserved: Designated: Working capital 4,803,735 4,803,735 Unexpended appropriations 493,048 493,046 Undesignated 134,818 (1,075,459) 4,978,308 4,035,485 14,373,035 I Total Fund Equity 5,589,072 (1,075,459) 4,081,B62 10,805,393 21,835,259 19,530,328 80,548,2b5 57,970,967 TOTAL LIABILITIES AND FUND EQUITY S8,5i9,811 $2,812,327 55,276,671 $12,698,574 $23,674,599 51.802,255 519,530,328 58,085,000 579,997,365 575,028,290 mssxsexsszaaxasa:a::ssa=xx=o m�xsax:: s::azasx =mesasvm :ssasasmx seexexaxe zaa=xssa ss:xaa:aa saxaes=a mxmxaessm axsaassas (See notes to financial etatements) I, City of Brooklyn Center IXHIBIT 2 All Governmental Fund Types COMBINED STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES Year Ended December 31, 1989 Totals Special Debt Capital (Memorandum Onl� Revenues General Revenue Service Pro'ects 1989 1988 Taxes and special aasessments 53,325,101 5988,915 5887,752 5185.120 s5,348,888 55,341,190 Licenses and permits 385,247 385,247 329,783 Intergovernmental 3,628,255 203,942 87,463 772,703 4,892,363 4,110,373 Charges for services 1,124,167 73,258 1,197,425 1,289,212 Court fines 278,812 278,812 243,952 Investment earnings 380,418 285,729 283,673 708,480 1,818,300 1,447,630 Miscellaneous 84,938 49,730 354,481 4�,129 1,257,670 Total Revenues 9,148,938 1,581,574 1,238,888 2,000,764 13,968,164 13,999,810 Exnenditures Current: General government 1,793,495 4,685 1,798,180 1,773,281 Public safety 3,103,222 3,103,222 2,718,205 Public works 1,754,800 1,754,800 1,768,918 Community health services 81.043 81,043 89,117 Parks and recreation 1,814,391 77,604 1,891,995 1,785,648 Economic development 168,305 5,421,704 5,590,009 833,242 Non-departmental 347,315 65 347,380 353,888 Capital outlay 951,099 951,099 1,274,595 Debt service: Principal retirement 635,000 635,000 840,000 Interest and fiecal charges 829,913 84,298 714,211 �0,275 Total F�cpenditures 9,082,571 5,503,993 1,264,913 1,035,482 18,868,939 11,885,187 Excess/DeficiencY(-1 Revenues Over Expenditures 84,367 (3,922,419) (28,025) 965,302 (2,898,77� 2,114,643 Other Financina Sources or Uses(-j Operating transfers in 176,505 267,786 490,484 146,801 1,081,576 2,648,906 Operating transfers out (687,786) (258,790) (946,576) (2,558,906) Total Other Financina Sources or Uses(-1 176,505 (420,000) 490,484 (111,989) 135,000 90,000 Excess or Deficiencv(-1 of Revenues and Other i Sources Over Exaenditures and Other Uses Before Cumulative Effect of Accountinn Chanae 280,872 (4,342,419) 484,459 853,313 (2,763,775) 2,204,843 Cumulative Effect of Accounting Change (Note 1� (341,961) (341,961) Excess or Deficiencv(-1 of Revenues and Other Sources Over Exaenditures and Other Uses and Cumulative Effect of Accountina Chanae (81,089) (4,342,419) 464,459 853,313 (3,105,736) 2,204,643 Fund Balance Januarv 1 5,857,535 3,266,980 3,617,203 9,752,080 22,293,778 20,093,806 Decrease in reserve for inventories (7,374) (7,374) (4,871) Fund Balance December 31 55,589,072 (51,075,459) 54,081,662 $10,805,393 519,180,868 $22,293,778 ----��:s �a����=�: (See notes to financial �atements) -19- Ci o( Brookl Center EXHIBIT 3 b Y� deneral and Special Revenue Funds i CO MBINED STATEMENT OF REVENUES P N IT R EX E D U ES, AND CHANC3ES IN FUND BALANCES BUD(�lET AND ACTUAL Year Ended December 31, 1989 General Fund Speciel Revenue Funds Actual Over Actuai Ove� Under(-) Under(-) Budaet Actual Buds�et Budget Actual Budaet Revenues Propertytaxes s3,333.�4 53,325,101 (58.493) 51.439,800 5988,915 (5450.885) Licenses and permits 315,436 385,247 49,812 Intergovernmental 3,820,814 3,828,255 7,841 188,000 203,942 15,�42 Charge for services 1.251,805 1.124,187 (127 55.000 73,258 18,268 Court fines 280,011 278,812 18,801 Miscellaneous 350,878 425,358 74,480 219,025 315,456 98,434 Total Revenues 9,132,335 9,148,938 14,603 1,901,625 1,581,574 (320,051) Exoenditures Current: General government 1,833,841 1,793,495 (40,146) 5,000 4,885 (315) Public safety 3,123,915 3,103,222 (20,693) I, Public works 1.783.298 1.754,800 (28.498) Communityhealth services 74,841 81,043 6,402 Parksandrecreation 1,571,028 1,814,391 (56,63� 85,000 77,804 12,804 Economic development 175,000 168,305 (8,895) 9,102,914 5,421,704 (3,681,210) Non-departmental 347,583 347,315 (288) Total Expendituree 9,209,108 9,082,571 (146,53� 9,172,914 5,503,983 (3,688,921) Excess or Deficiencvf-1 of Revenues Over Expenditures (78,771) 84,367 181,138 (7,271,288) (3,922,419) 3,348,870 Other Financina Sources or Uses(-1 Operating transfere in 176,207 176,505 298 251,000 267,786 16,786 Operating transfere out (671,000) (687,786) (16,786) Total Other Financina Sources or Uses(-) 176,207 178,505 298 (420,000) (420,000) 0 Excess or Deficiencv(-1 of Revenues and Other Sources Over Exoenditures and Other Uses Before Cumulative Effect of Accountina Chanae 98,436 280,872 181,438 (7,�1,289) (4,342,419) 3,348,870 Cumulative Effect of Accounting Change (Note 1� (341,981) (341,961) Excess or Deficiencvl-1 of Revenues and Other Sources Over ExAenditures and Other Uses and Cumulative Effect of Accountinq Chanae (242,525) (81,089) 161,436 (7,691,289) (4,342,419) 3,348,870 Fund Balance Januarv 1 5,657,535 5,657,535 3,266,960 3,266,960 Decrease in reserve for inventories (7,374) (7,374) Fund Balance December 31 55,415,010 $5,589,072 $154,082 (54,424,329) (51,075,459) 53,348,870 easxaasaxa:as:ssxe3 xeex:aax eea:zzas =eeeeaa oexsxe amzsaxxa eeamxaasv (See notes to financial statements) -20- I I EXHIBIT 4 City of Brooklyn Center Proprietary Fund Type COMBINED STATEMENTS OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1989 Enterprise Funds 1989 1988 Oneratinp Revenues Sales and user fees $4,815,914 $4,690,144 Cost of sales 1,871,551 2,000,854 Totai OQeratinq Revenues 2,944,363 2,689,290 O�eratinq Expenses Personal services 675 710 638 121 Supplies 208,354 169,855 Other services 1,424,055 1,348,103 Insurance 34,091 50,767 Utilities 184,043 198,447 Rent 276,234 212,844 Depreciation 385,995 359,592 Total Operatinv Expenses 3,188,482 2,977,729 Oneratin4 Income or Loss(-) (244,119) (288,439) i Non-Operatina Revenues or Expenses Investment earnings 720,753 639,018 Special assessments 21,930 12,936 Intergovernmental revenue 90,431 Other revenue or expense(-) 4,289 9,143 i Interest and fiscal agent fees (91,846) (86,731) i Non-Oneratinq Totals 745,557 574,366 Income Before Operatina Transfers 501,438 285,927 Operatinq Transfers Out� (135,000) Net Income 366,438 195,927 Retained EarninQS Januarv 1 10,160,529 9,964,602 Retained Earnings December 31 $10,526,967 $10,160,529 (See notes to financial statements) -21- EXHIBIT 5 City of Brooklyn Cente� Proprietary Fund Type COMBINED STATEMENT OF CHANGES IN FINANCIAL POSITION For the Year Ended December 31, 1989 Enterprise Funds 1989 1988 Sources of Financial Resources Operations: Net income for year $366,438 $195,927 Add: Items not requiring current outlay depreciation 385,995 359,592 Total Resources Provided bv Operations 752,433 555,519 Contribution toward construction 5,797 1,786,409 Decrease in restricted assets 1,755 1,755 Total Sources 759,985 2,343,683 Use of Financial Resources Purchase of properties 299,567 2,067,102 Payments to retire bonds 59,936 58,723 Total Uses 359,503 2,125,825 Net Increase or Decrease(-) in Working Capital $406,482 _$217,85g Elements of Increase or Decrease(-1 in Workin Ca ital Cash and investments ($708,288) $373,358 Temporary improvement notes 945,051 130,617 Accounts receivable 72,244 15,525 Accrued revenue 32,453 6,142 Assessments receivable (3,396) (17,493) Due from other governments 70,767 (67,425) inventories (7,472) (8,002) Prepaid expense (8,301) (2,745) Accounts payable 92,541 (174,430) Due to other funds (25,000) (25,000) Accrued liabilities (3,385) (11,575) Temporary improvement note (55,519) Current portion of long-term debt (1,213) (1 114) Net increase or Decrease(-) in Working Capital $400,482 $217,85g (See notes to financial statements) -22- Citv �rook ,yn ,�enter NOTES �'INANCIAL STATEMENTS r YEAR ENDED DECEMBER 3„]� 1 q89 Note 1: Summarv S�$nificant �ecountin¢ Policies A. Re�ortina Entitv The City's financial statements include all funds, account groups, departments, agencies, boards, commissions, and other organizations over which City officials exercise oversight responsibility. Oversight responsibility includes such aspects as appoint- ment of governin� body members, budget review, approval of property tax levies, outstanding debt secured by City full faith and credit or revenues and responsibility for funding deficits. As a result of applying the entity definition criteria of the Governmental Accounting Standards Board, certain organ- izations have been ineluded or excluded from the City�s fi- nancial statements, as follows: Included• Housing and Redevelopment Authority (HRA� and Economic Development Authority in and for the City of Brooklyn Center (EDA). HRA and EDA were created by the City to provide housing and redevelopment assistance to Brooklyn Center citi- zens. They provide this assistance through the admini- stration of various programs. Inasmuch as their governing board is appointed by the City Council, the Council reviews and approves tax levies, the City pro- vides major community development financing for their activities, and the City Manager is the Executive Director, they are considered to be component units for the City. Excluded• The Brooklyn Center Fire Department Relief Association. The Association is organized as a non-profit organization by its members to provide pension and other benefits to such members in accordance with Minnesota statutes. The board of directors is elected by the m embership of the or- ganization. All Funding is conducted in accordance with -23- Note 1: Summarv Significant �lecountina Policies (continued) A. Re,portin¢ Entitv (continued) Minnesota statutes, whereby state aids flow to the associ- ation. Tax levies, if necessary, are determined by the association and are only reviewed by the City, and the association pays benefits directly to its members. Be- II cause the association is able to fund its ro rams inde- P pendently of the City, it is excluded from the reporting entity. State Aid insurance premium tax in the amount of $85 015 and ad valorem tax s' n the am 2 e i ount of 3,621 were receipted by the City and disbursed to the Association during 1989. Independent School District No. 286 (Earle Brown) Independent School District No. 279 (Osseo) Independent School District No. 281 (Robbinsdale) Independent School District No. 11 (Anoka) Independent School District No. 287 (Suburban Hennepin County Area Voca- tional Institute) These Districts, like all school districts in Minnesota, are completely independent of any other governmental entity. They have their own elected Board of Education, levy their own taxes and issue their own financial re- ports. B. Fund Aceountin� The accounts of the City are or�anized 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- balancin� accounts that comprise its assets, liabili- ties, fund equity, revenues, and expenditures, or ex- penses, as appropriate. Government resources are allo- cated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by whieh spending activities are controlled. The various f unds are grouped, in the financial state- ments in this report, into six 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 resourc- es except those required to be accounted for in another fund. -24- Note 1: Summa.� Significant �lecountina Policies (continued) B. Fund �ecountin¢ (continued) Special Revenue Funds Special Revenue Funds are used to ac- count for the proceeds of certain specific revenue sources that are legally restricted to expenditures for specified pur- poses. 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 re- lated costs. Capital Projects Funds Capital Projects Funds are used to account for financial resources to be used for the acquisition or construction of major capital facilities, other than those financed by proprietary funds. PROPRIETARY FUNDS Enterprise Funds Enterprise Funds are used to account for 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 primarily through user charges. FIDU CIARY FU NDS Agency Funds Agency Funds are used to account for assets held by the City as an agent for others. C. �j.xed Assets Lon�-Term Liabilities The aecounting 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 consid- ered a measure of "available spendable resources." Governmental fund operating statements present in- creases (revenues and other financing sources) and decreases (expenditures and other financing uses) in net current assets. Accordingly, they are said to present a summary of sources and uses of "available spendable resources" during a period. -25- Note 1: Summarv Significa�t �ecountina �olicies (continued) C. Fixed Assets �r Lon�-Term Liabilities (continued) Fixed assets used in governmental fund type operations are accounted for in the General Fixed Assets Account Group, rather than in the governmental funds. Effective January 1, 1987, 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 esti- mated historical cost if historical cost is unav ail- able. Donated fixed assets are valued at their esti- mated market value as of the date donated. The fixed assets of the proprietary funds are depreci- ated using the straight-line method over the estimated useful lives of the assets. The estimated useful lives are as follows: Water Sewer Mains Lines 100 years Buildings and Structures 20-40 years Water Wells and Storage Tanks 15-50 years Sewer Lift Stations 15-40 years Machinery and Equipment 5-20 years Furniture and Fixtures 5-20 years Public Utility assets financed by special assessments are recorded as contributions. Long-term liabilities expected to be financed from governmental funds are accounted for in the General Long Term Debt Account Group, not in the governmental funds. All proprietary funds are accounted for on a flow of economic resources measurement focus. With this measure- ment 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. -26- r Note 1: Summar_v Signifieant �ecountine Policies (continued) D. Basis �lecountin�t 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 in- clude licenses and permits, fees and miscellaneous revenues; such revenues are recorded only as received because they are not measurable until collected. In- terest on special assessments is recognized as revenue when due, net of delinquencies. Expenditures are generally recognized under the modi- fied aecrual 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 re- cognized when they are earned, and expenses are recog- nized when they are incurred. Unbilled Water and Sewer fund utility service receivables are recorded at year end. E. Bude�ets Budgetary �ecountin� The City follows these procedures establishing the budgetary data reflected in the financial statements: 1. By the first regular Council meeting in August, the City Manager submits to the City Council proposed operating budgets for the fiscal year commencing the following January. The operating budgets include ex- penditures and the means of financing them. 2. The County mails individual property tax notices showing the taxes which would result from the pro- posed budgets of all taxing units to each property owner by the second week of November. -27- Note 1: Summar,y �ignificant �ecountin� Polic�es (continued) E. Bud�et� Budaetarv �ecountina (continued) 3. Public hearings are conducted to obtain taxpayer comments. 4. The budgets are legally enacted through passage of a resolution by the City Council not later than the third week of December. 5. The City Council must authorize any transfer of budgeted amounts between departments within any fund. r 6. Supplemental appropriations may be made during the year 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 bud etar inte ration is em lo ed as a g Y g P Y management control device during the year f or the General Fund and Special Revenue Funds. Formal budge- tary integration is not employed for Debt Service Funds because effective budgetary control is alternatively achieved through general obligation bond indenture pro- visions. Budgetary control for Capital Projects Funds is accomplished through the use of project controls. 9. Budgets for the General and Special Revenue Funds are adopted on a basis consistent with generally accepted accounting principles. 10. Budgetary control is maintained at the expenditure category level within each activity. Budgetary control is maintained in compliance with City Council's di- rections. City de partm ents are not allowed to exceed budgetary expenditure totals for the department. 11. Bud e e g t d amounts are as originally adopted, or as amended by the City Council. Individual amendments were not material in relation to the orginal appropri- ations. F. ��}rest[rJgnts 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 -2s- Note 1: �mmarv g� �ignifieant Accountin¢ Policies (continued) F. Investments (continued) to the respective funds on the basis of applicable cash balance participation by each fund. Temporary cash investments are stated at cost which approximates market. G. Inventorv Inventories are valued at cost, using the first-in/ first-out (FIFO) method. The costs of governmental fund-type inventories are recorded as expenditures when consumed rather than when purchased. H. �'ota� Columns Combined Stateme�g 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 changes in financial position in con- formity with generally accepted accounting principles. Interfund eliminations have not been made in the aggregation of this data. I. Pro�ertv Property tax 1 evies 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 pro erty. P Such taxes become a lien on January 1 and are record- ed as receivables by the City at that date. Revenues are accrued and recognized in the year collectible, net of delinquencies. Real property taxes may be paid by taxpayers in two equal installments on May 15 and October 15. Personal property taxes may be paid on February 28 and June 30. The County provides tax settlements to cities and other taxing districts four times a year, in February, April, June and November. Taxes which remain unpaid at December 31 are classified as delinquent taxes receivable and are fully offset by -29- Note 1: Summarv .g.� S�g�ficant �ccountin� Policies (continued) I. Prooertv (continued) deferred revenue because they are not known to be available to finance current expenditures. No allow- ance for uncollectable taxes has been provided because such amounts are not expected to be material. Minnesota cities operate under a levy limitation law which allows an increase in the tax levy each year equal to the Implicit Price Deflator increase or 3�, whichever is greater, f urther indexed by the percentage in crease in households or population, whichever is greater. Levies for bonded indebtedness are not limited by this law. J. Accumulated, Un�aid Vacation Sick ,�,y The City pays employees severance pay upon termination of employment based on accumulated sick leave and ac- crued vacation. Such pay is accrued as an expense as it is earned. K. Reclassifications Certain 1988 accounts have been reclassified to conform to the 1989 presentation. -30- Note 2: Cash Investments A. Denosits In accordance with Minnesota Statutes, the City main- tains 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 110X of the deposits not covered by insuranee 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 securi- ties pledged as collateral be held in safekeeping by the City treasurer or in a financial institution other than that f urnishing the collateral. At December 31 1989 the carrying amount of the City's demand deposits was $229,02g and the bank balance was $1 Of the bank balance, $201,616 was covered by federal depository insurance (risk category A) and the remainder by collateral held in the pledging bank�s trust department in the City�s name (risk category B). Risk CateEOrv (A) Insured or collateralized by securites 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) Uncollateral ized or collateral ized with securities held by the pledging institution, but not in the City's name Categories B and C are not procedures that are author- ized, by Minnesota Statutes; however, due to the effects of cash flows, the City's deposits have temporarily fallen into category B. -31- Note 2: Cas� �pvPSt�ents, (continued) B. ��yestmP� The City may also invest idle funds as authorized by Minnesota Statutes, as follows: (a) Direct obligations or obligations guaranteed by the United State or its agencies. (b) Shares of investment companies registered under the Federal Investment Company Act of 1940 and whose only investments are in securities de- seribed 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 corpora- tions or their Canadian subsidiaries, of the highest quality, and maturing in 270 days of 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, subd. 5. -32- Note 2: Cash and investments lcontinuedl Balances at December 31, 1989 Credit Risk Category Carrying Market Securities Type 2 3 Amount Value U.S. Governments $3,459,797 $3,459,797 $3,464,419 Federal Agencies 19,294,813 19,294,813 19,268,300 Commercial Paper 1,720,833 1,720,833 1,719,010 $24,475,443 $0 $24,475,443 $24,451,729 Total Deposits (Note 2-A) 229,029 Temporary improvement notes 4,037,568 Change funds and deposits 3,860 Accrued interest on investments 513,514 Total Cash, Investments and Temp. Impr. Notes $29,259,414 Other Assets Investment Pools Deferred Compensation Plan $1,602,255 $1,602,255 The City's investments are categorized above to give an indica- tion of the level of risk assumed at year-end. Cate�ory 1 in- includes investments that are insured or registered or for which the securities are held by the City or its agent in the City's name. Category 2 ineludes uninsured and unregistered invest- ments for which the securities are held by the broker's or dealer'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 broker or dealer, or by its trust department or agent but not in the City's name. Note 3: Tem��y Imnrovement Notes Temporary Improvement Notes represent interfund borrowings to provide interim financing for construction projects or capital outlay expenditures. Such loans bear interest at 12 percent and totaled $4,037,568 and $859,610 at December 31, 1989 and 1988, respectively. For collection purposes, all of these notes are considered current. -33- ,I Note 4: Fixed Assets Changes in the General Fixed Assets account group during 1989 were as follows: Balance Balance Jan. 1, Dec. 31, 1989 Additions Dis�osals 1989 Land $2,893,399 $2,893,399 Buildings 8 Improvements 4,255,714 $5,066,593 $6,531 9,315,776 Park Improvements 3,057,316 11,204 12,215 3,056,305 Furniture Fixtures 568,387 144,904 13,128 700,163 Departmental Equipment 3,439,349 319,740 194,404 3,564,685 TOTAL GENERAL FIXED ASSETS $14,214,165 $5,542,441 $226,278 $19,530,328 i Changes in the Liquor Fund Fixed Assets during 1989 were as foliows: Balance Balance Jan. 1, Dec. 31, 1989 Additions Disposals 1989 Land $107,405 $107,405 Land Improvements 4,228 4,228 Buildings Improvements 293,069 $885 292,184 Leasehold Improvements 9,638 27,834 9,638 27,834 Furniture 8� Fixtures 101,369 21,660 2,417 120,612 Departmental Equipment 9,128 9,128 TOTAL LIQUOR FUND ASSETS $524,837 _$49,494 $12,940 $561,391 -34- Note 4: Fixed Assets (continued) Changes in the Utility Fund Fixed Assets during 1989 were as follows: Balance Balance Jan. 1, Dec. 31, 1989 Additions Dis�osals 1989 WATER DEPARTMENT Land $23,938 $23,938 Land Improvements 2,600 2,600 Buildings Improvements 3,333,385 $54,521 3,387,906 Mains and Lines 7,128,843 8,850 7,i37,693 Machinery Equipment 107,806 26,285 $5,302 128,789 TOTAL WATER DEPARTMENT $10�596,572 $89,656 $5,302 $10,680,926 SEWER DEPARTMENT Land $1,380 $2,008 $3,388 Buildings Improvements 980,919 84,545 $38,400 1,027,064 Mains and Lines 4,968,191 26,843 4,995,034 Machinery Equipment 107,806 26,285 5,302 128,789 TOTAL SEWER DEPARTMENT $6 $139,681 $43,702 $6-154,275 TOTAL UTILITY FUND $16,654,868 $229,337 $49,004 $16,835,201 Changes in the Golf Course Fixed Assets during 1989 were as follows: Balance Balance Jan. 1, Dec. 31, 1989 Additions Dis�osals 1989 Land $1,390,402 $1,309 $1,391,711 Land Improvements 15,495 9,484 24,979 Buildings 8� Improvements 306,021 $2,700 303,321 Furniture Fixtures 16,304 995 17,299 Departmental Equipment 77,372 10,448 1,054 86,766 TOTAL GOLF COURSE ASSETS $1,805,594 $22,236 $3,754 $1,824,076 -35- Note ebt 5 I�g�r_m p The following is a summary of bond transactions of the City for the year ended December 31, 1989: General G.O. Tax Water Obligation Increment Improvement Revenue Bonds Bonds Bonds Bonds Total Bonds payable January 1 $1,440,000 $6,060,000 $1,220,000 $180,000 $8,900,000 Bondsissed Bonds retired 310,000 75,000 250,000 45,000 680,000 Bonds payable December 31 $1,130,000 $5,985,000 $970,000 $135,000 $8,220,000 General Obli�ation Bonds General Obligation Bonds are recorded in the General Long-Term Debt Account Group and are backed by the full faith and credit of the City. T� Increment Bonds Tax Increment Bonds are recorded in the General Long- Term Debt Account Group and are backed by the full faith and credit of the City. They will be repaid from incremental tax increases on the property within certain development districts. ImDroveme� Bonds These bonds are recorded as a liability in the General Long-Term Debt Account Group and are payable primarily from special assessments levied and collected for local im- provements. The City has a contingent liability relating to a pledge of full faith and credit on the Special Assessment Bonds. The general credit of the City is obligated only to the extent that liens foreclosed against properties involved in the special assessment districts are insufficient to re- tire outstanding bonds. -36- Note 5: Lona-Term Debt (continued) Long-term debt maturities (including interest of $4,641,808) are as follows: General G.O. Tax Water Obligation Increment Improvement Revenue Bonds Bonds Bonds Bonds Totai 1990 257,175 591,838 266,979 50,265 1,166,257 1991 398,445 592,650 246,775 48,510 1,286,380 1992 334,810 645,488 168,260 46,755 1,195,313 1993 321,780 669,282 127,158 1,118,220 1994 694,685 111,912 806,597 1995 on 7,102,260 186,781 7,289,041 $1,312,210 $10,296,203 $1,107,865 $145,530 $12,861,808 Long-term debt obligations outstanding at year-end are summarized as follows: Bond Payment Issue Maturity Authorized Rates Dates Date Date And Issued Retired Outstandinq General Obligation Bonds G.O. State-Aid Street Bonds 6,75 3-01 9 01 09 01 70 03 01 91 $1,050,000 $930,000 $120,000 1969 Building Impr Bonds 6.5 1-01 7-01 07-01-69 01-01-90 2,280,000 2,280,000 0 1980 Park Improvement Bonds 7.0-7.6 2-01 8-01 09-01-80 02-01-93 _1,500,000 490,000 1 �01_0,000 Total 830 000 3 700 000 $1 130 000 $4 Tax Increment Bonds 1983 G.O. Tax Incr Bonds 7.2 9.0 2 01 8 01 11 01 83 02 01 97 930 000 $195 000 $735 000 1985 G.O. Tax Incr Bonds 6.3-8.1 2-01 8-01 12-01-85 02-01-03 5,250,000 0 5,250,000 Total $6,180,000 $195,000 $5,985,000 Improvement Bonds 1970 Improvement Bonds 6.75 1-01 7-01 07-01-70 01-01-90 $2,250,000 $2,250,000 $0 1976 Improvement Bonds 5.2-5.4 2-01 8-01 11-01-76 02-01-91 980,000 860,000 120,000 1987 Refunding Bonds 4.0-5.5 2-01 8-01 04-01-87 02-01-97 1,200,000 350,000 850,000 Total $4,430,000 $3,460,000 $970,000 Water Revenue Revenue Bonds of 1963 3.9 1-01 7-01 07-01-63 01-01-93 $1,000,000 $865,000 $135,000 On April 1, 1987, the City issued $1,200 in general obligation bonds with an average interest rate of 5.06 percent to advance refund $1,825,000 of outstanding 1982 Improvement Bonds with an average rate of 9.02 percent. The net proceeds of $1,170 plus an additional $867,926 of 1982 Improvement Bonds sinking funds were used to purchase U.S. government securities. Those securities were deposited in an irrevocable trust with an escrow agent to provide for all future debt service payments on the 1982 Improvement Bonds. As a result, the 1982 Improvement Bonds are considered to be defeased and the liability for those bonds has been removed from the general long-term debt account group. At December 31, 1989, $1,425,000 of such bonds remain outstanding. -37- Note 6: Pub� Utilities Public Utilities Revenue bonds were issued during 1963 to finance an addition to the water works system. These bonds, together with related interest and service charges, are payable solely from the operations of the Public Utilities Fund and are not a general obligation of the City. The resolution authorizing and directing the issuance of these bonds contain covenants and restrictions enacted f or the purpose of protecting the bondholders' interest. Paragraph 8 of the resolution provides for the segregation of assets and the appropriation of retained earnings for debt retirem ent purposes and defines the manner of account- ing for the activities of the Public Utilities Fund. As required by Paragraph 10e of the issuing resolution, an analysis of each account balance appears as follows: Debt Reti�^ement Aceount Accumulated amounts set aside to meet 1990 requirements for interest and principal: Investments with accrued interest 50,265 Reserve account investments 75,000 Total Debt Retirement Account: 125,265 All bonds are subject to redemption (call) on any interest payment date in inverse-num erical order at par and accrued interest. Temn_ora�y Investments Investments and Retained Earnings in the amount of $4,000,000 have been restricted for the possible future expansion of Water and Sewer facil ities. _38_ Note: 7 Seament Information Enterprise Funds: Municipal Golf Public Recycling Liquor Course Utitities Refuse Fund Fund Fund Fund Total Operating Revenues $2,414,126 $224,388 $2,092,818 $84,582 $4,815,914 Depreciation Expense 19,842 23,684 342,469 385,995 Operatinglncome(Loss) 111,154 34,601 (325,492) (64,382) (244,119) Operating Transfers (out) (135,000) (135,000) Net Income (Loss) (32,762) (18,674) 398,514 19,360 366,438 Current Capital Contributions 5,797 5,797 Property, Plant Equipment: Additions 49,494 22,236 229,337 301,067 Deletions 12,940 3,754 49,004 65,698 Net Working Capital 176,444 (23,116) 5,019,584 19,360 5,192,272 Total Assets 702,429 1,817,172 21,052,547 102,451 23,674,599 Bonds and Other Long-Term Liabilities Payable from Operating Revenues 233,151 1,100,000 90,000 1,423,151 Total Equity $335,568 $659,081 $20,821,250 $19,360 $21,835,259 Note: S Contributed Caqital Enterprise funds have received contributed capital from several sources. The fixed assets acquired in this fashion have been depreciated along with other fund assets, but the contributions under Fund Equity on the balance sheet has not been reduced for the depreciation. During the year contributions changed by the following amounts: Public Golf Utilities Course SOURCE Fund Fund Capital Improvements Fund s-- $5,797 Total Change $0 5,797 Contributions, January 1, 1989 10,616,086 686,409 Contributions, December 31, 1989 $10,616,086 $692,206 -39- NOTE 9: PENSION �LANS�UBLIC �1 LOY�FS RF�IREMFN� ASSQCIATION (PERAZ City employees participate in the pension plans administered by the Public Employees Retirement Association (PERA). In accordance with Government Accounting Standards Board State- ment No. 5, the PERA plans are classified as a defined- benefit multiple-employer cost-sharing plans. Disclosures relating to this plan are as follows: i A. P1an Aese�ntio� A All full-time and certain part-time employees of the City of Brooklyn Center are covered by defined benefit pension plans administered by the Publ ic 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 Coor- dinated 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, 1989, was $3,167,806 and $1,482,279, re spectively; the City's total payroll was $5,634,474. PERA provides retirement benefits as well as disability bene- fits to members, and benefits to survivors upon death of eligible members. Benefits are established by State Statute, and vest af ter 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 benefit accrual formula (Method 1) or a level accrual formula (Method 2). Under Method 1, the annuity accrual rate for a Basic member is 2 percent of average salary for each of the first 10 years of service and 2.5 percent for each remaining year. For a Coordinated member, the annuity accrual rate is 1 percent of average salary for each of the first 10 years and 1.5 percent for each remaining year. Using Method 2, the annuity accrual rate is 2.5 percent of average salary for Basic members and 1.5 percent for Coordinated members. For PEPFF members, the annuity accrual rate is 2.5 percent for each of the first 25 years and 2 percent for each remaining year. 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. -40- There are different types of annuities available to members upon retirement. A normal annuity is a lifetime annuity that ceases upon the death of the retiree. No survivor annuity is payable. There are also various types of joint and survivor annuity options available which will reduce the monthly normal annuity amount, because the annuity is payable over joint lives. Members may also leave their contributions in the fund upon termination of public service, in order to qualify for a deferred annuity at retirement age. Refunds of contributions are available at any time to members who leave public service, but before retirement benefits begin. B. Fundin¢ Status Pro¢ress 1. Pension Benefit Obligation The "pension benefit obligation" is a standardized disclosure measure of the present value of pension benefits, adjusted for the effects of projected salary increases and step-rate benefits, estimated to be payable in the future as a result of employee service to date. The measure, which is the actuarial present value of credited projected benefits, is intended to help users assess PERA's funding status on a going-concern basis, assess progess made in accumulating sufficient assets to pay benefits when due, and make compar- isons among Public Employees Retirement Systems and among employers. PERA does not make separate measurements of assets and pension benefit obli ation for individual g empl oy ers. The pension benefit obligations as of June 30, 1989, are shown below: PERF PEPFF (in millions) Total pension benefit obligation $3,714 Net assets available for benefits, at market value (Cost for PERF �2,935 PEPFF $638) $3,801 694 Unfunded (assets in excess of) pension benefit obligation (87) $(112) The measurement of the pension benefit obligation is based on an actuarial valuation as of June 30, 1989 Net assets available to pay pension benefits were valued as of June 30, 1989. -41- 2. Changes in Actuarial Methods and Benefit Provisions A number of benefit improvements became effective during fiscal year 1989 Some of the major improvements affect- ing each fund include a reduction in the period required for vesting from five years to three years; an option for members hired before July 1, 1989, to have their annuity i calculated under a level benefit accrual formula; the interest rate credited on refunds of inember contributions inereased from 5 percent to 6 percent; and the provision for an automatic bounce back feature for all joint and I� survivor annuity options. In the PEPFF, age/or service re- quirements were reduced for eligibility for a normal retire- ment annuity, and early retirement annuity, and for certain disability and survivor benefits. For each fund, there were changes in the actuarial assumptions used in the annual actuarial valuation. Effective for all funds beginning in fiscal year 1989 the preretirement in- terest rate assumption was increased from 8 percent to 8.5 percent. Additionally for the PERF and the PEPFF, the amortization target date has been ehanged to 2020. Shown be- low are the effects on the pension benefit obligation of these changes in plan benefits and actuarial assumptions. Inerease (Decrease) in Pension Benefit Obligation Due to: (In Thousands) PERF PEPFF Changes in plan benefits $127,472 27,851 Changes in actuarial assumptions (84,15�4) (25 ,963) Net increase in pension benefit obliga tion 43,318 1,888 C. Contribut�ons Required Contribu�ions Made Minnesota Statutes Chapter 353 sets the rate for empl oyer and employee contributions. The City makes annual contribu- tions to the pension plans equal to the amount required by state statutes. According to Minnesota Statutes Chapter 356 .215, Subd. 4(g), the date of full funding required for the PERF and the PEPFF is the year 2020. As part of the an- nual actuarial valuation, PERA'S actuary determines the suffi- ciency of the statutory contribution rates towards meeting the required full funding deadline. The actuary compares the actual contribution rate to a"required" contribution rate. Current combined statutory contribution rates and actuarially required contribution rates for the plans are as follows: _42_ Statutorv Rates Required F�nloyee EmDloyer Rates Public Employees Retirement Fund: Basic Plan and Coordinated Plan 4.27� 4.67� 9.42� Public Employees Police Fire Fund 8.00� 12.00% 16.69� Total contributions made by the City during fiscal year 1989 were: Percentage of Contribution Covered Payroll Emnlovees E�plov� ��i Qvees Em,pl,ov� Public Employees Retirement Fund: Basic Plan 16,61�+ 21,73$ 8.23� 10.73% Coordinated Plan 121,640 129,046 4.23°6 4.48� Public Employees Pol ice Fi re Fund 118,636 177,874 8.00� 12.00� TOTALS $256,890 $328,b58 The City's contribution for the year ended June 30, 1989 to the Public Employees Retirement Fund represented approximate- ly .18 percent of total contributions required of all partici- pating entities. For Public Employees Police and Fire Fund, contributions for the year ended June 30, 1989 represented .8 percent of total contributions required of all partici- pating entities. D. Relatec� Partv �yestments As of June 30, 1989 and for the fiscal year then ended, PERA held no securities issued by the City or other related par- ties. E. �rend Information Ten-year historical trend information is presented in PERA'S Comprehensive Annual Financial Report for the year ended June 30, 1989 This information is useful in assessing the pension plan's accumulation of sufficient assets to pay pen- sion benefits as they become due. -43- Note 10: �ension �lan �ooklvn Center Fire De�artment Relief Association A. Plan peseri�tion The City contributes to the Brooklyn Center Fire Department Relief Association ("Association"). In accordance with Government Aceounting Standards Board Statement No. 5, it is classified as a defined-benefit single-employer public employee retirement system. Volunteer firefighters of the City are members of the Associa- tion and its pension plan. The plan's baseline benefit is $450 per month after 20 years of service and attaining the age 50. There are additional benefits for service through 30 years with a maximum of $675 per month. Vesting begins with 10 years of service and benefits are pro-rated for members who have be- tween 10 and 20 years of service. Members may choose to take a lump sum settlement instead of the pension, equal to 3000 times the number of years of service, with a maximum of 30 years. Spouse's, children's and funeral benefits are also provided. These benefit provisions and all other requirements are consistent with enabling state statutes. The City levies property taxes at the direction of and for the I I benefit of the association plan and passes through state aids allocated to the plan, all in accordance with enabling state statutes. B. Fundin� Statu� �g�^ess 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 in- creases, estimated to be payable in the future as a result of service to date. The measure is the actuarial present value of credited projected benefits and is intended to help users assess the funding status of the association plans on a going-concern basis, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among plans. It is independent of the actuarial funding method used to determine contributions to the plan, discussed in "C" below. -44- Note 10: Pension plan (continued) B. Funding �tatus �,�gess (continued) The pension benefit obligation was determined as part of an actuarial valuation at December 31, 1988• Significant actu- arial 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 obli�ation is performed annually. On December 31 1988, the unfunded pension benefit obligation was as follows: Pension benefit obligation: Retirees and beneficiaries currently receiving benefits and terminated employees not yet receiving benefits $1,3�8,3$$ Current Employees Employer-financed vested 914,160 Employer-financed nonvested 122,698 Total pension benefit obligation 2,385,246 Net assets available for benefits (at cost, market equals $2,063,232) 2,086,031 Unfunded pension benefit obligation $__299,215 No changes in actuarial assumption for benefit provisions that would significantly affect the valuation of the pension benefit obligation occurred during 1989 i -45- Note 10: Pension Plan (continued) I C. Contributions Rec�ired Contribut�ons 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 The minimum tax levy obligation is the financial require- ment for the year less anticipated state aids. Any additional payments by the City shall be used to amortize the unfunded i� liability of the relief association. The funding strategy for normal cost and the unfunded actuarial accrued liability should provide sufficient resources to pay plan benefits on a timely ba si s. Total contributions to the plan in 1989 amounted to $108 of which $23,621 was levied by the City of Brooklyn Center and $85,015 was from the State of Minnesota. The contributed amounts were actuarially determined as described above and were based on an actuarial valuation as of December 31, 1988• The contributions represent funding for normal cost of $62,747 and the amortization of the unfunded actuarial accrued liability of $42,674. Significant actuarial assumptions used to compute pension con- tribution 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 1989 was based on the same actuarial assum ptions, benefit pro- vision, actuarial funding method, and other significant factors used to determine pension contribution requirements in previous years. D. .�ated Partv �.pvestme tn ,s During 1989 and as of December 31, 1989, the association held no securities issued by the City or other related parties. -46- Note 10: Pension Plan (continued) E. �rend nformation Trend inf orm ation 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 1989 Three-year trend information for the Association is as follows: 1988 1987 1986 Available assets as a percentage of benef it obl igation 87� 99°� 90� Unfunded pension benefit obligation as a per- centage of covered not* not* not* payroll Applicable Applicable Applicable City's contribution�* as a percentage of covered payroll not� not* not� Applicable Applicable Applicable *The Brooklyn Center Fire Department is a volunteer organiza- tion; thus, no covered payroll exists. �'*The City's contribution was made in accordance with actuar- ially determined requirements. -47- Note 11 �ndividual Fund Disclos Deficit fund balances exist in the following funds: Capital Projects Funds: Special Assessment Construction: Unreserved fund balance 1 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 Co urse: Unreserved retained earnings This deficit is being funded through internal borrowing. It is expected that future profits will cover the deficit. Special Revenue Funds: Economic Development Authority Unreserved fund balance $_1,938,5�4 This deficit is being funded through internal borrowing. The City may sell bonds when the construction of the Earle Brown Heritage Center is complete in 1990 The bonds would be repaid by tax increments, or the City may choose to wait for the tax increments to repay the internal borrowing. -48- Note 12: Interfund �teceivables P�,vables Individual interfund receivable and payable balances at December 31, 1989, were as follows: Due From/To Other Funds: �teceivable fund �,vab],� fund Amount Economic Development Comm. Dev. Authority Block G rant 90,381 Capital Improvement Golf Course 50,000 $140,381 Interfund Loans From/To Other Funds: Receivable fund Pavable fund Amount General Fund Econ. Dev. Auth. 105,074 Municipal State Aid for Construction Econ. Dev. Auth 593 ,06g Special Assessment Construction Fund Econ. Dev. Auth. 2, Capital Improvement Liquor Fund 248,087 Capital Improvement Golf Course 1.,_a00.000. $2,048,369 Interfund Loan Terms: The loans payable by the Economic Development Authority 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 is paying interest at the rate of 5� and is repaying the loan principal over a period extending through the year 2011. Note 13: Contin�encies 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 affeet the finan- cial statements of the City. -49- Note 14: peferred Compensation Plan The City offers its employees a deferred compensation plan created in accordance with Internal Revenue Code Section 457. The plan, available to all City employees, permits them to defer a portion of their salary until future years. The def erred com pensation 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 ri�hts 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. It is the opinion of the City t 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 credi- tors in the future. Effective January 1, 1987, the City is reporting the ac- tivity of this plan as an agency fund and carries its in- vestment at market value. Note 15: �'ost_Emolovme� Health Care Benefits In addition to providing pension benefits, the government pro- vides certain health care insurance benefits for city employees who retire before age 65. Substantially all of the government's employees may be eligible for those benefits from the time they reach normal retirement age until they reach age 65 or become eligible for medicare. The cost of retiree health care insurance benefits is recognized as an expenditure as premiums are paid. For 1989 those costs total $4,685. This benefit was initiated on April 1, 1986 and will expire on December 31 1990 unless it is re-enacted by the City Council. -50- I Note 16: Fund Changes The following funds were opened during 1989 Enterprise: Recycling and Refuse The following funds were closed during 1989 Debt Serv ice Building and Improvement Bonds of 1969 Improvement Bonds of 1970 Note 17: Chan�e j�l #tYl� Met� ,g� �lccountin� �r �eerued Vacation Sic1� Leave Prior to 1989, in the Governmental Fund Types, the City account- ed for vacation and sick leave by recognizing expenditures when the benefits were paid. The liability for unpaid benefits was accrued in the General Long-Term Debt Account Group. Proprie- tary funds recorded their benefits on the full accrual basis of accounting. During 1989, the City changed its method of accounting f or em- ployee benefits in the Governmental Fund Types by recognizing all vacation and siek leave costs as expenditures when the benefits are earned. The new method of accounting for accrued employee benefits was adopted to recognize the full impact of the liability when the benefits are earned, rather than when paid. The cumulative effect of the change on the General Fund was a charge of $3�1 against the excess of revenues over expend- itures and other financing sources (uses) in 1989 Note 18: Lease The City leases space for the operation of one of its three municipal liquor stores, under a five-year lease which expires in 1994 Rental expense under the lease agreement for the years ended December 31, 1989 and 1988 was $28,604 and $27,507, respectively. Future minimum rental payments under the lease agreement are $24,640 in 1990 through 1994 -51- 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 shal l prov ide 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 funetions, including the current operations of general government, public safety, publ ic works, heal th and wel fare, 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. -52- City of Brooklyn Center A-1 General Fund BALANCE SHEET December 31, 1989 Totals 1989 1988 ASSETS Cash and investments $5,360,605 $5,843,038 Temporary improvement notes 879,224 183,190 Accounts receivable 28,670 36,719 Taxes receivable 92,533 96,438 Due from other governments 20,906 26,323 Inventory of supplies 32,599 39,973 Prepaid expense 2,162 Interfund loan-E.D.A. 105,074 72,834 TOTAL ASSETS $6,519,611 $6,300,677 LIABILITIES AND FUND BALANCE I Liabilities Accounts payable $255,312 $261,465 Accrued salaries payable 175,028 223,956 Accrued vacation and sick pay 440,359 68,392 Deferred revenue 79,840 89,329 Total Liabilities 950,539 643,142 Fund Balance Reserved for: Inventories 32,599 39,973 Interfund loans 105,074 72,834 Unreserved fund balance Designated: Working capital 4,803,735 r Appropriated 1990 budget 493,046 Undesignated 134,618 5,544,728 Total Fund Balance 5,569,072 5,657,535 TOTAL LIABIL ITIES AND FUND BALANCE $6,519,611 $6,300,677 (See notes to financial statements) -53- City of Brooklyn Center A-2 General Fund STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE BUDGET (GAAP BASIS) AND ACTUAL Year Ended December 31, 1989 19B9 Actual Over or Under(-) 1988 Budaet Actual Budaet Actual Revenues Property taxes 53,333,594 $3,325,101 ($8,493) $3,318,656 Licenses and permits 315,435 365,247 49,812 329,783 Intergovernmental 3,620,614 3,628,255 7,641 3,078,491 Charges for services 1,251,805 1,124,167 (127,638) 1,215,635 Court fines 260,011 278,812 18,801 243,952 Miscellaneous 350,876 425,356 74,480 363,918 Total Revenues 9,132,335 9,146,938 14,603 8,550,435 Ex�enditures General government 1,833,641 1,793,495 (40,146) 1,768,607 Public safety 3,123,915 3,103,222 (20,693) 2,716,205 Public works 1,783,298 1,754,800 (28,498) 1,768,918 Community and health services 74,641 81,043 6,402 69,117 Parks and recreation 1,871,028 1,814,391 (56,637) 1,706,516 Economic Development 175,000 168,305 (6,695) 162,271 Non-Departmental ___347,583 347,315 310,475 Total Expenditures 9,209,106 9,062,571 (146,535) 8,502,109 Excess or Deficiencvl-) of Revenues Over Expenditures (76,771) 84,367 161,138 48,326 Other Financina Sources Operating transfers in 176,207 176,505 298 337,871 Total Other Financina Sources 176,207 176,505 298 337,871 Excess or deficiencv(-) of Revenues and Other Financina Sources Over Ex�enditures Before Cumulative Effect of Accountina Chanae 99,436 260,872 161,436 386,197 Cumulative Effect of Acct. Change (341,961) (341,961) Excess or deficiencv(-) of Revenues and Other FinancinQ Sources Over Ex�enditures and Cumulative Effect of Accountina Chanae (242,525) (81,089) 161,436 386,197 Fund Balance Januarv 1 5,657,535 5,657,535 5,247,769 Decrease in Reserve for Inventory (7,374) (7,374) (4,671) Equity Transfers 28,240 Fund Balance December 31 $5,415,010 55,569,072 $154,062 55,657,535 (See notes to financial statements) -54- S-1 City of Brooklyn Center (Continued next page) General Fund SCHEDULE OF REVENUE AND OTHER FINANCING SOURCES BUDGET AND ACTUAL For the Year Ended December 31, 1989 1989 Actual Over or Under(-) 1988 Budqet Actual Budqet Actual Ad Valorem Taxes Property taxes $3,134,594 $3,119,039 ($15,555) $3,139,274 Penalties and interest 15,000 28,758 13,758 8,522 Lodging tax 184,000 177,304 170,860 Total Ad Valorem Taxes 3,333,594 3,325,101 (8,493) 3,318,656 Licenses and Permits Liquor and beer 124,100 128,575 4,475 122,953 Building permits 100,000 121,130 21,130 95,758 Mechanical permits 22,000 36,698 14,698 23,331 Sewer and water permits 3,000 1,483 (1,517) 1,423 Plumbing permits 8,000 10,006 2,006 8,327 Electrical permits 69 69 11,071 Garbage licenses 1,900 1,980 80 1,905 Taxicab licenses 1,450 1,230 (220) 1,175 Mechanical licenses 2,800 4,428 1,628 3,588 Food licenses 19,500 21,931 2,431 22,136 Service station licenses 1,665 1,760 95 1,375 Vehicle dealer licenses 900 900 0 925 Bowling licenses 700 460 (240) 735 Cigarette licenses 975 960 (15) 920 Swimming pool licenses 2,745 2,805 60 2,805 Sign permits 2,000 3,202 1,202 2,239 Rental dwelling permits 12,000 12,528 528 15,150 Lodging establishments 1,000 840 (160) 1,135 Amusement licenses 4,000 5,280 1,280 5,670 Dog licenses 5,200 5,658 458 5,389 Miscellaneous business license 1,500 3,324 1,824 1,773 Total Licenses and Permits 315,435 365,247 49,812 329,783 r i -55- S-1 City of Brooklyn Center (Continued next page) General Fund SCHEDU�E OF REVENUE AND OTHER FINANCiNG SOURCES BUDGET AND ACTUAL For the Year Ended December 31, 1989 1989 ActualOver or Under(-) 1988 Budc�et Actual Budc�et Actual interaovernmental Federal grants: Miscellaneous grants $5,000 $5,850 $850 $5,658 5,000 5,850 850 5,658 Total Federal Grants State grants Localgovernmentaid 2,661,084 2,657,957 (3,127) 2,080,644 Homestead credit aid 708,030 705,540 (2,490) 761,178 Police pension aid 146,000 139,342 (6,658) 125,953 Fireman pension aid 88,000 85,015 (2,985) 83,988 Police training 4,500 15,264 10,764 12,412 Miscellaneous grants 8,000 19,287 11,287 6,858 Total State Grants 3,615,614 3,622,405 6,791 3,071,033 Local grants: Metro Council 1,800 Total Local Grants 1,800 Total Interqovernmental Rev. 3,620,614 3,628,255 7,641 3,078,491 Charaes for Services Inter-Fund charges Admin.: Public Utility Fund 199,000 196,810 (2,190) 185,337 Liquor Fund 53,000 51,276 (1,724) 45,914 E.D.A. Fund 49,831 50,038 207 46,241 Engineering and clerical fees 125,000 91,472 (33,528) 209,765 General government charges 36,500 39,269 2,769 27,238 Public safety charges 11,500 17,414 5,914 13,617 Recreation fees 776,974 677,888 (99,086) 687,523 Total Charqes for Services 1,251,805 1,124,167 ___(127,638) 1,215,635 Court Fines Fines 260,011 278,812 18,801 243,952 Total Court Fines 260,011 278,812 18,801 243,952 -56- S -1 City of Brooklyn Center (Continued from Generai Fund prior page) SCHEDULE OF REVENUE AND OTHER FINANCING SOURCES BUDGET AND ACTUAL For the Year Ended December 31, 1989 1989 Actual Over or Under(-) 1988 Budqet Actual Budyet Actual Miscellaneous Rent $14,000 $12,000 ($2,000) $12,000 Interest on investments 295,000 360,418 65,418 326,248 Forfeited drug money 23,576 24,284 708 0 Other 18,300 28,654 10,354 25,670 Total Miscellaneous 350 876 425 356 74 480 363 918 Total Revenue 9,132,335 9,146,938 14,603 8,550,435 Other Financin4 Sources Operating transfers in: Liquor Fund 135,000 135,000 0 90,000 M.S.A. Fund 21,153 21,451 298 17,411 Capital Projects Fund 20,054 20,054 0 227,876 Community Development 0 2,584 Total Other Sources 176,207 176,505 298 337,871 Total Revenue and Other Sources $9,308,542 $9,323,443 $14,901 $8,888,306 (See notes to financial statements) -57- City of Brooklyn Center S-2 General Fund SCHEDULE OF EXPENDITURES COMPARED TO BUDGET (GAAP BASIS) (Continued For the Year Ended December 31, 1989 next page) 1989 Actual Over or Under(-) 1988 BudQet Actual Budaet Actual General Government Mayor and Council: Personal services $23,707 $17,041 (56,666) $18,412 Services and other charges 80,145 72,074 (8,071) 82,275 Total Mavor and Council 103,852 89,115 (14,737) 100,687 Charter Commission: Services and other charges 1,500 (666) 597 Total Charter Commission 1,500 834 (666) 597 Administrative Office: Personal services 311,220 312,423 1,203 293,748 Services and other charges 38,663 32,676 (5,987) 18,216 Capital outlay _____5,018 (647) Total Administrative Office 355,548 350,117 (5,431) 314,370 Elections and Voter Registration: Personal services 22,743 17,746 (4,997) 30,168 Supplies 0 0 0 1,407 Services and other charges 325 134 (191) 3,230 Capital outlay 0 0 0 (7,382) Total Elections 23,068 17,880 (5,188) 27,423 Assessor's Office: Personal services 152,407 153,489 1,082 150,881 Supplies 2,745 1,250 (1,495) 525 Services and other charges 5,534 4,221 (1,313) 4,841 Capital outlay 600 603 3 Total Assessor's Office 161,286 159,563 (1,723) 156,247 Finance: Personal services 301,220 302,147 927 269,479 Supplies 2,300 2,055 (245) 2,158 Services and other charges 3,050 1,716 (1,334) 1,898 Capital outlay Total Finance 307,670 307,010 (660) 274,930 Independent Audit: Services and other charges 14,500 14,500 0 14,500 Total Inde�endent Audit 0 14,500 -58- City of Brooklyn Center S-2 General Fund SCHEDULE OF EXPENDITURES COMPARED TO BUDGET (GAAP BASIS) (Continued For the Year Ended December 31, 1989 next page) 1989 Actual Over or Under(-) 1988 Budaet Actual Budaet Actual General Government (continued) Legal: Services and other charges 5251,815 $250,175 (51,640) $184,301 Total LeQal 251,815 250,175 (1,640) 184,301 Government Buildings: Personal services 173,841 171,815 (2,026) 169,656 Supplies 17,675 26,405 8,730 19,960 Services and other charges 147,244 165,751 18,507 177,812 Capital outlay 223,216 Total Government Buildinas 450,822 444,005 (6,817) 590,644 Data ProCessing: Supplies 4,500 4,353 (147) 2,910 Services and other charges 92,000 100,795 8,795 83,185 Capital outlay 67,080 55,148 (11,932) 18,813 Total Data Processina 163,580 160,296 (3,284) 104,908 Total General Government 1,833,641 1,793,495 (40,146) 1,768,607 Public Safetv Police Protection: Personal services 2,096,191 2,096,542 351 1,849,558 Supplies 28,878 28,717 (161) 31,409 Services and other charges 189,324 195,987 6,663 166,985 Capital outlay 97,218 90,916 (6,302) Total Police Protection 2,411,611 2,412,162 551 2,123,988 Fire Protection: Personal services 247,442 246,510 (932) 240,081 Supplies 18,640 17,636 (1,004) 16,403 Services and other charges 38,054 35,126 (2,928) 27,984 Capital outlay 40,748 38,307 (2,441) 12,877 Total Fire Protection 344,884 337,579 (7,305) 297,345 Protective Inspection: Personal services 259,384 250,818 (8,566) 210,926 Supplies 1,200 1,255 55 1,122 Services and other charges 23,500 25,651 2,151 16,021 Capital outlay 5,570 3,572 (1,998) 738 Total Protective InsDection 289,654 281,296 (8,358) 228,807 -59- City of Brooklyn Center S-2 General Fund SCHEDULE OF EXPENDITURES COMPARED TO BUDGET (GAAP BASIS) (Continued For the Year Ended December 31, 1989 next page) 1989 Actual Over or Under(-) 1968 P ublic Safetv continued) Budaet Actual Bud et A a ctual Emergency Preparedness: Personal services $49,624 547,150 ($2,474) $45,727 Supplies 750 625 (125) 285 Services and other charges 8,628 6,283 (2,345) 4,467 Capital outlay (111) Total Emer�encv Prenaredness 63,027 57,972 (5,055) 53,338 Animal Control: Personal services 7,114 8,759 1,645 6,838 Supplies 500 357 (143) 269 Services and other charqes 7,125 (2,028) Total Animal Control 14,739 14,213 (526) 12,727 Total Public Safetv 3,123,915 3,103,222 (20,693) 2,716,205 Public Works Engineering Department: Personal services 386,686 377,885 (8,801) 365,006 Supplies 5,400 2,790 (2,610) 3,718 Services and other charges 10,290 12,155 1,865 13,893 Capital outlay 7,600 9,036 1,436 9,894 Total En�ineerina 409,976 401,866 (8,110) 392,511 Street Department: Personal services 471,258 470,373 (885) 452,257 Supplies 111,400 111,349 (51) 97,651 Services and other charges 159,375 159,068 (307) 155,487 Capital outlay 60,500 53,330 (7,170) 149,350 Total Street 802,533 ____(8,413) 854,745 Maintenance Shop: Personal services 137,172 137,281 109 132,730 Supplies 181,000 177,119 (3,881) 165,115 Services and other charges 69,750 70,761 1,011 71,292 Capital outlay 29,967 28,955 (1,012) 895 �il Total Maintenance Shop 417,889 414,116 (3,773) 370,032 Traffic Signals and Lights: Services and other charges 152,900 144,698 (8,202) 151,630 Total Traffic Sianals 152,900 ___144,698 (8,202) Total Public Works 1,783,298 1,754,800 (28,498) 1,768,918 -60- City of Brooklyn Center S-2 General Fund SCHEDULE OF EXPENDITURES COMPARED TO BUDGET (GAAP BASIS) (Continued For the Year Ended December 31, 1989 next page) 1989 Actual Over or Under(-) 1988 Budaet Actual Budaet Actual Communitv Health Services Health Inspection: Service and other charges $74,641 581,043 56,402 569,117 Total Health Inspection 74,641 81,043 6,402 69,117 Total Communitv Health 74,641 81,043 6,402 69,117 Parks and Recreation Administration: Personal services 235,393 227,681 (7,712) 204,138 Supplies 6,200 8,609 2,409 6,923 v' h r h r 4 200 32 236 (1 964) 32,335 Ser ices and ot e c a es 3, 9 Capital outlay 3,185 7,943 4,758 6,659 Total Administration 278,978 276,469 (2,509) 250,055 Adult Programs: Personal services 59,847 80,689 20,842 69,895 Supplies 46,550 60,108 13,558 56,318 Services and other charges 209,298 162,026 (47,272) 156,697 Capital outlay _______640 Total Adult Proarams 316,370 303,463 (12,907) 283,017 Teen Programs: Personal services 7 225 6,977 (248) 7,414 Su lies 1,350 1,342 (8) 480 PA Services and other charges 2,900 3,114 214 2,521 Capital outlay 725 695 (30) 650 Total Teen Proarams 12,200 11,065 Children's Programs: Personal services 55,570 48,944 (6,626) 49,519 Supplies 10,371 10,099 (272) 8,730 Services and other char es 14 050 8 089 (5,961) 8,542 J Capital outlay 6,000 0 (6,000) 0 Total Children's Proarams 85,991 67,132 t18,859) 66,791 General Programs: Personal services 29,260 29,489 229 31,086 Supplies 3,730 10,203 6,473 1,879 Services and other charges 54,624 38,233 (16,391) 43,667 Capital outlay Total General Proarams 88,014 78,289 (9,725) 76,893 -61- S-2 City of Brooklyn Center (Continued from General Fund prior page) SCHEDULE OF EXPENDITURES COMPARED TO BUDGET (GAAP BASIS) For the Year Ended December 31, 1989 1989 Actual Over or Under(-) 1988 Budaet Actual Budaet Actual Parks and Recreation (continued) Community Center: Personal services $263,952 $258,464 (55,488) $280,331 Supplies 46,350 49,851 3,501 45,939 Services and other charges 130,485 131,421 936 135,877 Capital outlay 86,670 78,936 (7,734) 35,596 Total Communitv Center 527,457 518,672 (8,785) 497,743 Park Maintenance: Personal services 330,503 322,013 (8,490} 302,400 Supplies 63,100 65,905 2,805 78,156 Services and other charges 101,300 117,379 16,079 87,820 Capital outlay 67,115 52,941 Total Maintenance 562,018 558,238 (3,780) 520,952 Total Parks and Recreation 1,871,028 1,814,391 (56,637) 1,706,516 Economic Develonment Convention Bureau: Services and other charges 175,000 168,305 (6,695) 162,271 Total Economic Development 175,000 168,305 (6,695) 162,271 Non-DeAartmental Expenditures not Charged to Departments: Personal services 101,351 160,689 59,338 161,274 Supplies 19,000 21,921 2,921 16,404 Services and other charges 219,657 157,375 (62,282) 131,242 Capital outlay 7,575 7,330 (245) 1,555 Total Non-Denartmental 347,583 347,315 (268) 310,475 Total Expenditures $9,209,106 $9,062,571 ($146,535) $8,502,109 (See notes to financial statements) -62- City of Brooklyn Center, Minnesota S�ECIAL REVENUE FUNDS The Special Rev enue Funds are establ ished 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 funetions 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 account- ing period in which the related liability is incurred. E�S2�].4�1� ��Yg.�4�ID.��1� ����14r��Y �1�115� T h i s F u n d w a s e s t a b 1 i s h e d t o account for the Economic Development Authority (EDA) 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. It collects tax increments, which are funding the construction of the Earle Brown Heritage Center. This complex will operate as a conven- tion center, beginning in 1990 The E.D.A. al so does redevel opment and housing projects, funded by transfers from the C.D.B.G. and H.R.A. funds. Housin� Redeyg�onment Fund (H.R.A.): This fund has the 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. ���1.1� E1�.�14Y�g� ����r�.���� E��� T h i s Fu n d w a s o r i g i na 1 1 y established to account for the central collection of employer and employees' share to pay employee pension contributions under various pension programs. Pension contributions are now processed through each indiv idual Fund. This fund now prov ides certain heal th care insurance benefits for City employees who retire before age 65. Diseased Tree Remoy�� Fund; This Fund was establ ished to account for the collection of resources and expenditure of these resources for diseased tree control. Costs are reimbursed by private property owners, or the City, depending upon where the tree was located. Comm�nitv �gye�o�ment B�,� Grant Fund; The Fund was establ ished 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 projeet costs takes place. -63- City of Brooklyn Center B-1 Speciai Revenue Funds COMBINING BALANCE SHEET Year Ended December 31, 1989 Economic Public Diseased Community Development Employees Tree Development Authoritv Retirement Removal Block Grant 1989 1988 ASSETS Casfi and investments $1,335,378 $714,163 $7,585 $14,682 $2,071,808 $3,636,404 Temporary improvement notes 203,586 117,375 320,961 112,162 Accounts receivable 8,181 9,280 17,461 3,128 Delinquent taxes 1,564 1,564 1,560 Deferred special assessments 18,064 18,064 16,002 Delinquent special assessments 1,707 1,707 2,147 Due from other funds 90,381 90,381 253,367 Due from other governments 90,381 90,381 253,367 TOTAL ASSETS $1,639,090 $831,538 $36,636 $105,063 $2,612,327 $4,278,137 i rn LIABILITIES AND FUND BALANCE Liabilities Accounts payable $198,117 $198,117 $70,059 Due to other funds $90,381 90,381 253,367 Temporary Improvement Notes 2,677,671 2,677,671 Deferred revenue 1,564 $19,771 21,335 19,709 Advances from other funds 700,282 700,282 668,042 Total Liabilities 3,577,634 19,771 90,381 3,687,786 1,011,177 Fund Balances Unreserved (1,938,544) $831,538 16,865 14,682 (1,075,459) 3,266,960 Total Fund Balances (1,938,544) 831,538 16,865 14,682 (1,075,459) 3,266,960 TOTAL LIABILITIES AND FUND BALANCES $1,639,090 $831,538 $36,636 $105,063 $2,612,327 $4,278,137 (See notes to financial statements) Gty ot B�ookyn Csmsr �p Spscial Fievsnus Funds (Continued neM page) COMBININO STATEMENT OF REVENUES, D(PENDITURE3, AND CMANOE3 IN FUND BALANCES BUDOEf AND ACTUAL Year Endsd Decembe� 31, 1989 Houe{ng and Public Employeee Ecenomic Devebpmsnt Authaity Rsdevsbpment Authwity Rsttremsnt Ove� Ovsr Over Unde�(-) Under(-) Under(-) Revenues Budget Actual Budget Budflet Actuai Budflet BudOet Actual Budgst Property taxes 51,378,800 5925,071 (S4b1,629) S�i S8:f,844 5844 Intergovernmenhl: Federal grante sute grants te,00o u,es7 (1�343) Totallntemovernmental 18 ,00o u,ss� �i,saa� Charges tor services: Feee Adminfstrative Total Charaes tor Servfces Miscellaneous: Investmenteaznings 110,000 197,728 87,728 a65,000 566,801 51,801� Other 32,726 39,108 8,383 Total Miscellaneoue 142,725 236,838 94,111 86,000 86,801 1,801 TotalRevenues t,b19,325 1,181,907 (357,418) 79,000 78,601 (499) 86,000 88,801 1,801 Exoenditures Personal services 6,000 4,685 (31� Services and otherchargee 9,t67,914 6,421,704 (3,746,210) Total Exoenditures 9,167,9/4 5,421,704 (3,746,210) 5,000 4,88fi (31b) Excess or Defidt(-1 of Revenuea Over E�menditures (7,848,b89) (4,259,79n 3,388,792 79,000 78,501 (499) 80,000 62,116 2,116 Other Financina Sources or Uses(-) Operating tranafers in 251,000 267,786 16,788 Operating transfers out �azo,000� �azo,000� o �re,000� pa,soi� ass Total Other Financina 3ources or Usee(-) (189,000) (152,214) 18,786 (19,000) (78,501) 499 Excess w Deficft(-1 of Revenues and 3ources Over Exoenditures and Other Uses (7,817,589) (4,412,011) 3,40b,678 80,000 62,118 2,118 Fund Balances Januarv 1 2,4�3,467 2,473,487 0 789,422 769,472 0 EauiN Transfere Out Fund Balances December3l ($5,344,172) ($1,9;i8,544) $3,405,578 $0 $0 SO $82g,422 $831,538 52,118 ����������"���e"': (See notes to financial statements) -65- I� i Clry ot &ookyn Gnt�r B-2 Specfal Rsvenw Funds (Continusd from prior pape) COMBININQ 3TATEMENT OF f�VENUE3, IXPENDITURE3, AND CHANOES IN FUND BAIANCEB BUDfiET AND ACTUAL Ysar Ended Dscsmbe� 31, 1889 Community Devslopment Dtae�ed Tree Rsmoval Blxk Orant Fund Totals Over Over Over Unde�(-) undeK-) issa ieea Under( fsea Budoet Actual Budqst Budflet Actual Bud9et Bud et Actual Budcet Actual Revenues Propery taxes 51,439,800 5988,915 (5460,88� $988,837 Intergovernmental: Federalgrants 5172,000 5189,28b 517,28b 172,000 iB9,286 17,28b 312,774 State grants �e,000 u,ss� �i,aaa) ia,ss� Totallnteraovernmental 172,00p tgg,28b 17,285 188,000 203,942 16,942 327,431 Charges for servioee: Fees Sb0,000 $87,794 517,794 60,000 87,794 17,794 48,877 Administrative 6,000 b,484 464 b,000 6,464 484 4,700 TotalCharaesfor Services 55,000 73,268 1g,258 56,000 73,268 18,258 63,577 Miscellaneoue: Investme�tearnings 1,300 1,200 (100) 178,300 266,729 89,429 274,123 Other 10,000 10,672 822 42,726 49,730 7,005 42,898 Total Mi scellaneous �p 000 10 82'2 872 1,300 1,200 (100) 219,02b 3/6,459 98,434 316,822 TotalRevenues� 65,000 83,880 18,880 173,300 190,486 17.18b 1,901,825 1,581,b74 (320,Ob1) 1.886,487 Expenditures Peraonalservices 5,000 4,886 (315) 4,874 Services and othercharges 85,000 77,604 12,804 9,232,914 6,499,308 (3,733,808) 730,101 Total Exoenditures 65,000 77,804 12,804 9,237,914 6,503,983 (3,733,921) 734,776 Excess or Deficiencv of Revenuee Over Exoenditurea 0 6,278 8,278 173,300 190,48b 17,185 (7,336,289) (3,922,4t9) 3,413,870 961,892 Other Financina Sources or Uses(-1 Operating transfere in 2b1,000 287,786 18,786 310,190 Operating transfers out (172,000) (189,285) (17,285) (671,000) (887,78� (16,786) (1,339,�2) Total Other Pinancina Sources or Uses(-) (172,000) (189,285) (17,285) (420,000) (420,000) 0 (1,029,502) Excess a Deficiencv of Revenuea and Sources Over E�mendituree and Other Usee 0 8,278 8,278 1,300 1,200 (100) (7,756,289) (4,342,419) 3,413,870 (77,810) Fund Balances Januarv 1 10,589 10,589 0 13,482 13,482 0 3,288,980 3,286,980 0 3,477,448 EouIN Transfers Out ��32 8�6� Fund Balances December 31 310,589 $18,885 56.278 574,782 $14,882 ($100) ($4,489,329) ($1,075,459) $3,473,870 $3,286,960 (See �otes to flnancial etatements) -66- City of Brooklyn Center, Minnesota D� S�RVIC� FUNDS The Debt Serv ice Funds were establ ished to account for the payment (from taxes and other resources) of interest and principal on long- term general obligation debt. This fund type utilizes the modified accrual basis of accounting. Revenues are recognized in the accounting period in which they become av ail abl e and measurabl e. Expenditures are recogniz ed in the account- ing period in which the related liability is incurred, except for principal and interest which are recognized when due. The City's Debt Service funds included in this section are: Genera�, Qb�i�ation State Aid �eet Bonds Debt Seryice; This Fund was established to account for the aceumulation of resources, including a combination of state aid allotments and special assessments, for payment of principal and interest on bonds issued in 1970 to finance a comprehensive improvement and upgrading of those arterial streets q ualifying as state aid routes. 14.�3 B� j�.].�,��.g T m,�� oy� m� n� b t S��y� c� F�,� d: T h i s Fu n d w a s established to aceount for the accumulation of resources for payment of principal and interest on general obl igation bonds authorized by the electorate in 1968 to finance construction of the Civic Center, Municipal Service Garage, East Fire Station, and the development of existing parks. 1�r14 B4�1S1� 4� 14$Q .P��� �.�rY�.�� ���5� T h i s Fu n d w a s e s t a b 1 i s h e d t o account for the accumulation of resourees for payment of principal and interest on general obl igation bonds authorized by the el ectorate in 1980 to finance the improvement and eqipping of parks, parklands and rel ated publ ic recreational facil ities. These improv ements include neighborhood parks, Central Park, Palmer Nature Center, Shingle Creek Trailway and the Arboretum. ��.�gr a�, Q���g�.��4� T.�.� I r� crg���� BQ r�� s Q� 1Q$� u�� T h i s Fu n d w a s established to account for the accumulation of resources for payment of principal and interest on general obligation bonds issued in 1g83 to finance purchase of land and installation of utilities for housing for the elderly. G.��gr a�, Q����;��.�4� T�� I n cr� mg�.� B��� s o� 148 F��� T h i s Fu n d w a s established to account for the accumulation of resources for payment of principal and interest on general obl igation bonds issued in 1985 to finance the purchase and redevelopment of the historic Earle Brown Farm in Brooklyn Center. -67- Debt Service Funds(continued) Im�ro�g�nent Bond Funds: These funds were establ ished to account for the collection of special assessments for the payment of prineipal and interest on general obl igation bonds. The bonds were sol d periodical- ly to finance improvements deemed to benefit the properties against which the assessments are 1 ev ied. Refu�din� Bonds 128� Fund: This fund was established to account for the collection of special assessments for the payment of prin- cipal and interest on general obligation bonds. The bonds were sold during 1987 to refund Improvement Bonds of 1982. -68- r City of Brooklyn Center C-1 Debt Service Funds COMBINING BALANCE SHEET December 31, 1989 I Park Tax Incre- Tax Incre- Improvement Refunding Bonds ment Bonds ment Bonds Bonds of Bonds of Totals of 1980 of 1983 of 1985 1976 1987 1989 1988 ASSETS Cash and investments $274,843 $542,812 $402,467 $1,568,583 $755,982 $3,544,687 $3,515,446 Temporary improvement notes 89,213 66,147 257,801 124,248 537,409 102,744 Taxes receivable 4,001 3,396 7,397 7,523 Special assessments receivable: Deferred 37,626 1,139,598 1,177,224 1,398,786 Delinquent 1,225 8,729 9,954 44,549 TOTAL ASSETS $278,844 $632,025 $468,614 $1,868,631 $2,028,557 $5,276,671 $5,069,048 a` LIABILITIES AND FUND BALANCES Liabilities Accounts payable $125 $309 $434 $987 Deferred revenue $4,001 42,247 1,148,327 1,194,575 1,450,858 II Total Liabilities 4,001 42,372 1,148,636 1,195,009 1,451,845 Fund Balance Reserved 274,843 $632,025 $468,614 1,826,259 879,921 4,081,662 3,617,203 Total Fund Balances 274,843 632,025 468,614 1,826,259 879,921 4,081,662 3,617,203 TOTAL LIABIUTIES AND FUND BALANCES $278,844 $632,025 $468,614 $1,868,631 $2,028,557 $5,276,671 $5,069,048 (See notes to financial statements) City of Brooklyn Center C Debt Service Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES Year Ended December 31, 1989 State Aid 1969 Bldg Park Tax Incre- Tax Incre- Street Improvement Bonds ment Bonds ment Bonds Bonds Bonds of 1980 of 1983 of 1985 Revenues Property taxes $135,944 $165,908 $146,524 Special assessments Intergovenmental revenue: State grant: Homestead credit 30,790 37,679 18,994 Investment earnings 49,636 11,886 42,672 $25,859 Other Total Revenues 216,370 215,473 208,190 25,859 Ex�enditures Principal $60,000 150,000 100,000 75,000 Interest 10,125 9,750 78,920 63,163 410,725 Fiscal agent fees 359 175 358 515 542 Other I Total Exnenditures 70,484 159,925 179,278 138,678 411,267 Excess or Deficiencv of Revenues Over Exoenditures (70,484) 56,445 36,195 69,512 (385,408) Other Financina Sources or Uses(-) Operating transfers in 70,484 420,000 Total Other Financin4 Sources or Uses(-� 70,484 420,000 i Excess or Deficiencv of Revenues and Other Sources over Expenditures 0 56,445 36,195 69,512 34,592 Fund Balances January 1 0 512,760 238,648 562,513 434,022 Equity Transfers In/Out(-) 569 205 Fund Balances December 31 $0 $0 $274,843 $632,025 $468,614 (See notes to financial statements) -70- City of Brooklyn Center C^2 Debt Service Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES Year Ended December 31, 1989 Improvement Improvement Refunding Bonds of Bonds of Bonds of Totals 1970 1976 1987 1989 1988 Revenues PrOpertytaxes $448,376 $455,127 Special assessments $12,071 $42,574 $364,731 419,376 423,545 Intergovenmental revenue: State grant: Homestead credit 87,463 91,632 Investment earnings 61,117 40,455 52,048 283,673 241,284 Other 0 3,017 Total Revenues 73,188 83,029 416,779 1,238,888 1,214,605 Expenditures Principal 20,000 60,000 170,000 635,000 640,000 Interest 1,350 7,980 44,055 626,068 682,561 Fiscal agent fees 359 223 1,120 3,651 3,133 Other 194 194 4,581 Total Exoenditures 21,903 68,203 215,175 1,264,913 1,330,275 Excess or Deficiencv of Revenues Over Exqenditures 51,285 14,826 201,604 (26,025) (115,670) Other Financina Sources or Uses(-) Operating transfers in 490,484 506,099 Total Other Financinq Sources or Uses(-� 490,484 506,099 Excess or Deficiencv of Revenues and Other Sources over Exnenditures 51,285 14,826 201,604 464,459 390,429 Fund Balances Januarv 1 684,904 506,039 678,317 3,617,203 3,360,297 EquityTransfers in/Out(-) (736,189) 1,305,394 0 (133,523) Fund Balances December 31 $0 $1,826,259 $879,921 $4,081,662 $3,617,203 (See notes to financial statements) -71- City of Brooklyn Center, Minnesota CAPITAL p�OJECTS FUNDS The Capital Projects Funds are established to account for all resourc- es used for the construction or acquisition of capital facilities by the City except those financed by Enterprise Funds. This fund type util izes 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 account- ing period in which the rel ated 1 iabil ity is incurred. The City's Capital Projects Funds included in this section are: Capita� Improyg�Pnts Fund: This Fund was establ ished in 1 968 to pro- vide 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 sourees of the Fund include ad valorem taxation, transfers from other Funds, issuance of bonds, federal and state grants, and investment earnings. �uniciDa�, Sta�g Canstruction Fund: This Fund was establ ished to account for the state allotment of gasoline tax collections used for transportation related construction projects. �ecia], }�sseSsme� Construction Fund: This Fund was established to account for the resources and expenditures required for the acquisi- tion and construction of capital facilities or improvements financed wholly or in part by special assessments levied against benefited properties. -72- City of Brooklyn Center Capital Projects Funds COMBINING BALANCE SHEET December 31, 1989 Municipal Special Capital State Aid Assessment Totals Improvements for Construction Fund Construction Fund 1989 1988 ASSETS Cash and investments $3,489,741 $3,251,558 $91,901 $6,833,200 $6,952,267 Temporary improvement notes 573,550 534,404 1,107,954 214,545 Accounts receivable 4,540 4,540 4,540 Special assessments: Deferred 2,901 690,721 693,622 761,811 Qe4inquent 2,242 11,758 14,000 13,402 Due from other funds 50,000 50,000 25,000 Due from other governments 2,049,963 2,049,963 1,466,367 Interfund loans: Munici al li uor 248 087 248,087 261,810 P 4 Golf course 1,100,000 1,100,000 1,100,000 Economic development authoriry 593,069 2,139 595,208 595,208 TOTAL ASSETS $5,471,061 $6,428,994 $796,519 $12,696,574 $11,394,950 LIABIUTIES AND FUND BALANCE Liabilities Accounts payable $17,707 $14,437 $47,037 $79,181 $8,047 Temporary improvement notes 1,304,378 1,304,378 859,610 Deferred revenue 5,143 702,479 707,622 775,213 Total Liabilities 22,850 14,437 2,053,894 2,091,181 1,642,870 Fund Balances Reserved: Unexpended appropriations 324,307 1,261,522 1,585,829 28,205 State approved projects 2,049,963 2,049,963 2,205,510 Advances to other funds 1,398,087 593,069 2,139 1,993,295 1,957,018 Unreserved 3,725,817 2,510,003 (1,259,514) 4,976,306 5,561,347 Totai Fund Balances 5,448,211 6,414,557 (1,257,375) 10,605,393 9,752,080 TOTAL LIABILITIES AND FUND BALANCE $5,471,061 $6,428,994 $796,519 $12,696,574 $11,394,950 (See notes to financial statements) -73- City of Brooklyn Center D Capital Projects Funds COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE Year Ended December 31, 1989 Municipal Special Capital State Aid Assessment Improvements for Construction Totals Fund Construction Fund 1989 1988 Revenues Special assessments $9,366 $155,754 $165,120 $155,225 Intergovernmental: State grants $772,703 772,703 612,819 Investment earnings 387,720 310,745 10,015 708,480 605,975 Reimbursement of prior year's construction expenditures 0 1,100,000 Other 235,639 118,822 354,461 74,284 Total Revenues 632,725 1,083,448 284,591 2,000,764 2,548,303 Expenditures Other services 84,363 84,363 43,413 Capital outlays 47,349 259,906 643,844 951,099 1,274,595 Total F�c�enditures 47,349 259,906 728,207 1,035,462 1,318,008 F�ccess or Deficiencv of Revenues Over Exnenditures 585,376 823,542 (443,616) 965,302 1,230,295 Other Financinp Sources of Uses(-� Operating transfers in 103,759 43,042 146,801 1,494,746 Operating transfers out (20,054) (134,97� (103,759) (258,790) (1,219,214) Total Other Financinq Sources or Uses(-) (20,054) (31,218) (60,71 111,989 275,532 Excess or Deficiencv of Revenues and Other Sources Over Exnenditures and Other Uses 565,322 792,324 (504,333) 853,313 1,505,827 Fund Balance Januarv 1 4,882,889 5,622,233 (753,042) 9,752,080 8,008,294 Epuitv Transfers In 237,959 Fund Balance December 31 $5�448-211 $6�414�557 ($1-257-375) $10 $9_752 (See notes to financial statements) -74- City of Brookiyn Center S-3 Capital improvements Fund PROJECT-LENGTH SCHEDULE OF CONSTRUCTION PROJECTS From Beainnina to December 31. 1989 Project Over(-) Under 1989 to Date Expended �e of Pro'�ect Aqpropriations Exqenditures Exqenditures ADprOpriations Centerbrook Improvements $46,900 $26,653 $36,884 $10,016 Replat I-94 property 33,000 7,163 26,227 6,773 Telephone System 96,828 13,533 13,533 83,295 Council Chambers Sound 8,169 8,169 Cable TV Improvements 226,069 226,069 Totals $410,966 $47,349 $76,644 $334,322 (See notes to financial statements) i r w� r r r r City of Brooklyn Center S Municipal State Aid Construction Fund PROJECT-LENGTH SCHEDULE OF CONSTRUCTION PROJECTS From Beainnina to December 31, 1989 Project Over(-) Under 1989 to Date Expended Pr oiect Number Approp riation Exqenditures Exbenditures Approp riations State of Minnesota repayment 80 $3,241 $3,241 $3,241 $0 Storm Sewer Highway 252 86-17 7,712 7,712 7,712 0 Street impr. 69th Ave 87-08 60,000 4,460 63,894 (3,894) Camden Ave sidewalk 87-10 53,234 5,348 46,927 6,307 Shingle Creek Parkway 8� Cty Rd 10 87-23 9,065 2,812 2,812 6,253 Humbolt Ave sidewalks 88-17 3,963 3,968 3,968 (5) North Lilac Dr Trailway 88-19 123,753 117,966 117,966 5,787 Signal at S.C.P. Freeway 88-25 7,250 4,833 5,215 2,035 Landscape Lakebreeze Ave 89-14 10,955 10,585 10,585 370 Brookdale Square turnlane 89-18 59,598 58,365 58,365 1,233 Humboldt Ave sidewalks 89-20 13,052 13,052 13,052 0 I Xerxes Ave sidewalks 89-21 6,876 6,946 6,946 (70) Freeway Blvd. Improvements 89-26 15,840 4,313 4,313 11,527 Unity Ave Culvert 89-29 15,000 11,367 11,367 3,633 Minnesota Standard Computer Workstation 4,916 4,938 4,938 (22) Totals $394,455 $259,906 $361,301 $33,154 (See notes to financial statements) City of Brooklyn Center S-5 Special Assessment Construction Fund PROJECT-LENGTH SCHEDULE OF CONSTRUCTION PROJECTS From Beqinninq to December 31, 1989 Project Over(-) Under Project 1989 to Date Expended �e of Pro'�ect Number Approp riations Ex�enditures Expenditures A ro riations I Logan Ave reconstruction 88-04 $533,455 $91,221 $603,803 ($70,348) France Ave reconstruction 88-05 293,666 55,184 335,397 (41,731) Lakebreeze Ave reconstruction 88-06 194,143 66,999 253,722 (59,579) 50th Ave reconstruction 88-07 112,725 45,054 154,842 (42,117) West River Road 66th to 73rd 88-18 140,200 62,092 62,151 78,049 �i Brookdale Square Signal 88-24 77,877 37,349 38,282 39,595 I FremonUGirard Alley 89-08 92,626 85,658 85,658 6,968 Girard/Humboldt Alley 89-15 38,889 34,335 34,335 4,554 Emerson/FreewayAlley 89-16 41,141 35,273 35,273 5,868 Lakeview Alley 89-17 8,880 11,203 11,203 (2,323) Brookdale Square Entrance 89-19 119,544 119,476 119,476 68 Totals $1,653,146 $643,844 $1,734,142 ($80,996) (See notes to financial statements) r■� rs r w City of Brooklyn Center, Minnesota �NTERPRIS� FUNDS The Enterprise Funds were established to account for the financing of self-supporting activities of the City which render services on a user charge basis to the general public. Revenues and expenses in these Funds are recognized on the accrual basis of accounting. Revenues are recognized in the accounting period in which they are earned and become objectively measurable. Expenses are recognized in the period incurred, if objectively measurable. The City's Enterprise Funds included in this section are: ���ici�,� �iaug� �.i This Fund was established to account for the operations of the City's three municipal off-sale liquor stores. G��� Course Fund: This fund was established to account for operations of Centerbrook Gol f Course, a 9 hol e, par 3 course owned by the City. �i�]��c �J�,'�ities Fund: This Fund was established to account for the production and distribution of water to customers and the collection of sanitary sewage to be treated by the Metropolitan Waste Control Commission. �gcye.�in� and Refuse Fund: This fund was establ ished to account for the operation of a state mandated recycling program. Expansion into refuse collection will take place only when there is a clear advantage to be a chi ev ed by i t. -7s- City of Brooklyn Center Enterprise Funds COMBINING BALANCE SHEET December 31, 1989 Municipal Golf Public Recycling Liquor Course Utilities Refuse Totals Fund Fund Fund Fund 1989 1988 ASSETS Current Assets Cash and investments $53,202 $30,544 $3,202,535 $3,286,281 $3,994,569 Temporary improvement notes 1,192,020 1,192,020 246,969 Accounts receivable net 9 183,516 192,996 120,752 ACCruedrevenue 244,401 $12,020 256,421 223,968 Assessments receivable: Deferred 91,230 91,230 93,599 Delinquent 2,314 2,314 3,341 Due from other governments 140,254 90,431 230,685 159,918 Inventories 243,577 4,431 6,256 254,264 261,736 Prepaid expenses 3,895 98,355 102,250 110,551 Total Current Assets 310,154 34,975 5,160,881 102,451 5,608,461 5,215,403 Restricted Assets Temporary investments 4,000,000 4,000,000 4,000,000 Debt retirement investments 125,265 125 127,020 Total Restricted Assets 4-125,265 4-127,020 Fixed Assets Mains and lines 12,132,727 12,132,727 12,097,034 Structures 292,184 303,321 4,414,970 5,010,475 4,839,472 Equipment 129,740 104,065 257,578 491,383 501,164 Land 107,405 1,391,711 27,326 1,526,442 1,516,598 Land improvements 4,228 24,979 2,600 31,807 21,393 Leasehold improvements 27,834 27,834 9,638 561,391 1,824,076 16,835,201 19,220,668 18,985,299 Less: Allowance for depreciation 169,116 41,879 5,068,800 5,279,795 4,957,998 Total Fixed Assets 392,275 1,782,197 11,766,401 13,940,873 14,027,301 TOTALS $702,429 $1,817,172 $21,052,547 $102,451 $23,674,599 $23,369,724 (See notes to financial statements) -79- F_1 Municipal Golf Public Recycling Liquor Course Utilities Refuse Totals Fund Fund Fund Fund 1989 1988 LIABILITIES. CONTRIBUTIONS AND RETAINED EARNINGS Current Liabilities Accounts payable $97,874 $5,071 $68,364 $27,572 $198,881 $291,422 Due to other funds 50,000 50,000 25,000 Accrued salaries payable 9,435 1,496 9,879 20,810 20,317 Accrued vacation and sick pay 11,465 1,524 18,054 31,043 28,151 Temporary improvement note 55,519 55,519 Current portion of long-term debt 14,936 45,000 59,936 58,723 Total Current Liabilities 133,710 58,091 141,297 83,091 416,189 423,613 Lona-Term Liabilities Construction loan 233,151 1,100,000 1,333,151 1,348,087 Revenue bonds 90,000 90,000 135,000 Total Lona-term Liabilities 233,151 1,100,000 90,000 1,423,151 1,483,087 Fund E uit Contributions 692,206 10,616,086 11,308,292 11,302,495 Retained earnings: Reserved: Debt retirement 125,265 125,265 127,020 Restricted assessments 93,544 93,544 96,940 Plant expansion 4,000,000 4,000,000 4,000,000 Unreserved 335,568 (33,125) 5,986,355 19,360 6,308,158 5,936,569 Total Retained Earninqs 335,568 (33,125) 10,205,164 19,360 10,526,967 10,160,529 Total Fund Eauitv 335,568 659,081 20,821,250 19,360 21,835,259 21,463,024 TOTALS $702,429 $1 $21 $102,451 $23�674 $23-369_724 (See notes to financial statements) -80- City of Brooklyn Center F Enterprise Funds COMBINING STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1989 Municipal Golf Public Recycling Liquor Course Utilities Refuse Totals Fund Fund Fund Fund 1989 1988 O�eratinp Revenues Sales and user fees $2,414,126 $224,388 $2,092,818 $84,582 $4,815,914 $4,690,144 Cost of sales 1,844,619 26,932 1,871,551 2,000,854 Gross Mars�in 569,507 197,456 2,092,818 84,582 2,944,363 2,689,290 Joeratina�enses Personal services 249,355 100,440 325,915 675,710 638,121 Supplies 10,525 17,450 110,581 69,798 208,354 169,855 Otherservices 99,712 9,660 1,235,517 79,166 1,424,055 1,348,103 Insurance 23,124 3,385 7,582 34,091 50,767 Utilities 27,191 8,236 148,616 184,043 198,447 Rent 28,604 247,630 276,234 212,844 Depreciation 19,842 23,684 342,469 385,995 359,592 Total Oneratinq Exoenses 458,353 162,855 2,418,310 148,964 3-188,482 2,977,729 Ooeratinq Income 111,154 34,601 (325,492) (64,382) (244,119) (288,439) Nonooeratina Revenues or Exoenses(-� Investment earnings 9,659 2,505 708,589 720,753 639,018 Special assessments 21,930 21,930 12,936 Intergovernmental revenue 90,431 90,431 Otherrevenue 3,152 470 667 4,289 9,143 Interest and fiscal agent fees (21,72� (56,250) (7,180) (6,689) (91,846) (86,731) Nono�eratinq Totals (8,916) (53,275) 724,006 83,742 745,557 574,366 Income Before Ooeratinq Transfers 102,238 (18,674) 398,514 19,360 501,438 285,927 O�eratina Transfers Outl-) (135,000) (135,000) (90,000) Net Income (32,762) (18,674) 398,514 19,360 366,438 195,927 Retained Earninqs Januarv 1 368,330 (14,451) 9,806,650 0 10,160,529 9,964,602 Retained Earnings December 31 $335,568 ($33,125) $10,205,164 $19,360 $10,526,967 $10,160,529 ===a=====- (See notes to financial statements) -81- City of Brooklyn Center F Enterprise Funds COMBINING STATEMENT OF CHANGES IN FINANCIAL POSITION For the Year Ended December 31, 1989 Municipal Golf Public Recycling Liquor Course Utilitiss Refuse Totals Fund Fund Fund Fund 1989 1988 Sources of Financial Resources Operations: Net income for year ($32,762) ($18,674) $398,514 $19,360 $366,438 $195,927 Add: Items not requiring current outlay depreciation 19,842 23,684 342,469 385,995 359,592 Total Resources Provided BY OD erations (12,920) 5,010 740,983 19,360 752,433 555,519 Contributions toward construction 5,797 5,797 1,786,409 Decrease in restricted assets 1-755 1�755 1,755 Total Sources (12,920) 10,807 742,738 19,360 759,985 2,343,683 Uses of Financial Resources Purchase of properties 49,494 20,736 229,337 299,567 2,067,102 Debt retirement 14,936 45,000 59,936 58,723 Total Uses 64,430 20,736 274,337 0 359,503 2,125,825 Net Increase or Decrease(-) In Working Capital ($77,350) ($9,929) $468,401 $19,360 $400,482 $217,858 Elements of Increase or Decrease(-1 in Workina Capital Cash and investments ($105,376) $19,005 ($621,91� ($708,288) $373,358 Temporary improvement notes 945,051 945,051 130,617 Accounts receivable 3,788 68,456 72,244 15,525 Accrued revenue 20,433 $12,020 32,453 6,142 Assessments receivable (3,396) (3,396) (17,493) �ue from other governments (19,664) 90,431 70,767 (67,425) Inventories (2,655) (51 (4,300) (7,472) (8,002) Prepaid expense (15,951) 7,650 (8,301) (2,745) Accounts payable 45,999 (3,315) 77,429 (27,572) 92,541 (174,430) Due to other funds (25,000) (25,000) (25,000) 1 Accrued liabilities (1,942) (102) (1,341) (3,385) (11,575) Temporary improvement note (55,519) (55,519) Current portion of long-term debt (1,213) (1,213) (1,114) Net Increase or Decrease(-) In Working Capital ($77,350) ($9,929) $468,401 $19,360 $400,482 $217,858 (See notes to financial statements) -82- F-4 City of Brooklyn Center Municipal Liquor Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS Year Ended December 31, 1989 Year Ended December 31. 1989 1988 Sales Liquor $769,100 $806,608 Beer 1,268,903 1,344,281 Wine 316,883 364,220 Soft drinks 44,334 48,756 Other merchandise 14,906 19,729 Total Sales 2,414,126 2,583,594 Less: Cost of Sales 1 1,977,728 Gross Marain 569,507 605,866 Operatinc�Expenses Personal services 249,355 246,975 Supplies 10,525 9,829 Other services 99,712 92,672 Insurance 23,124 35,758 Utilities 27,191 32,946 Rent 28,604 27,507 Depreciation 19,842 11,392 Total Expense 458,353 457,079 Oqeratinq Income 111,154 148,787 Non O�eratinq Revenue or Exaense(-) Investment earnings 9,659 9,084 Otherrevenue 3,152 708 Interest and fiscal agent fees (21,727) (22,842) Total Non Operatinq (8,916) (13,050) Operatina Transfers to General Fund 135,000 90,000 Net Income (32,762) 45,737 Retained Earninas Januarv 1 368,330 322,593 Retained Earnings December 31 $335,568 $368,330 (See notes to financial statements) -83- F-5 City of Brooklyn Center Golf Course Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1989 Year Ended December 31, 1989 1988 Sales Green fees $170,260 $162,531 Rentals 8,283 7,688 Leagues 3,012 1,712 Golf lessons 4,673 Concessions 16,702 16,968 Merchandise 17,123 14,328 Pop machine 3,020 3,379 Miscellaneous 1,785 358 Total Sales 224,858 206,964 Less: Cost of Sales 26,932 23,126 Gross Marpin 197,926 183,838 O�eratinq Expenses Personal services 100,440 81,217 Supplies 17,450 17,565 Other services 9,660 13,917 Insurance 3,385 3,953 Utilities 8,236 8,230 Depreciation 23,684 20,449 Total Expense 162,855 145,331 Operatina Income 35,071 38,507 Non Oneratina Revenue or Ex�ense(-1 Investment earnings 2,505 1,919 Other revenue 123 Interest and fiscal agent fees (56,250) (55,000) Total Non Operatinq (53,745) (52,958) Net Income (18,674) (14,451) Retained Earninas Januarv 1 (14,451) 0 1 Retained Earnings December 31 ($33,125) ($14,451) (See notes to financial statements) -84- n r City of Brooklyn Ce te Public Utilities Fund BALANCE SHEET December 31, 1989 Water Sewer Totals Accounts Accounts 1989 1988 ASSETS Current Assets Cash and investments $763,987 $2,438,548 $3,202,535 $3,824,452 Temporary improvement notes 284,364 907,656 1,192,020 246,969 Accounts receivable net 60,328 123,188 183,516 115,060 Accrued revenue 80,343 164,058 244,401 223,968 Assessments receivable: Deferred 91,230 91,230 93,599 Delinquent 2,314 2,314 3,341 Due from other governments 140,254 140,254 159,918 Inventories 6,256 6,256 10,556 Prepaid expenses 98,355 98,355 90,705 Total Current Assets 1,288,822 3,872,059 5,160,881 4,768,568 Restricted Assets Temporary investments 3,700,000 300,000 4,000,000 4,000,000 Debt retirement investments 125,265 125,265 127,020 Total Restricted Assets 3,825,265 300,000 4,125,265 4,127,020 Fixed Assets Mains and lines 7,137,693 4,995,034 12,132,727 12,097,034 Structures 3,387,906 1,027,064 4,414,970 4,314,304 Equipment 128,789 128,789 257,578 215,612 Land improvements 2,600 2,600 2,600 Land 23,938 3,388 27,326 25,318 10,680,926 6,154,275 16,835,201 16,654,868 Less: Allowance for Depreciation 2,908,795 2-160,005 5,068,800 4,775,335 Total Fixed Assets 7,772,131 3,994,270 11,766,401 11,879,533 TOTALS $12,886,218 $8,166,329 $21,052,547 $20,775,121 (See notes to financial statements) I -85- F=6 Water Sewer Totals Accounts Accounts 1989 1988 LIABILITIES. CONTRIBUTIONS AND, RETAINED EARNINGS Current Liabilities Accounts payable $34,182 $34,182 $68,364 $145,793 Accrued salaries payable 4,940 4,939 9,879 9,911 Accrued vacaton and sick pay 9,027 9,027 18,054 16,681 Current portion of long-term debt 45,000 45,000 45,000 Total Current Liabilities 93,149 48,148 141,297 217,385 Lonq-Term Liabilities Revenue Bonds 90,000 90,000 135,000 Total Lona-Term Liabilities 90,000 90,000 135,000 Fund E uit Contributions 4,997,510 5,618,576 10,616,086 10,616,086 Retained Earnings: Reserved: Debt Retirement 125,265 125,265 127,020 Restricted assessments 93,544 93,544 96,940 Plant expansion 3,700,000 300,000 4,000,000 4,000,000 Unreserved 3,786,750 2,199,605 5,986,355 5,582,690 Total Retained Earninqs 7,705,559 2,499,605 10,205,164 9,806,650 Total Fund Equitv 12,703,069 _8,118,181 20,821,250 20,422,736 TOTALS $12,886,218 $8,166,329 $21,052,547 $20,775,121 -86- City of Brooklyn Center F Public Utilities Fund STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1989 Water Sewer Totals Accounts Accounts 1989 1988 Oneratina Revenue Service to customers $662,165 $1,376,232 $2,038,397 $1,863,250 Service hook-up charges 5,818 317 6,135 6,741 Sale of ineters 15,218 15,218 1,386 Penalties 4,781 28,287 33,068 28,209 Total Operatinq Revenue 687,982 1,404,836 2,092,818 1,899,586 Operatinq Expenses 918,877 1,499,433 2,418,310 2,375,319 Operatinq Income or Loss(-) (230,895) (325,492) (475,733) Nono�eratina Revenues or Expenses(-1 Investment earnings 413,408 295,181 708,589 628,015 Special Assessments 10,965 10,965 21,930 12,936 Metro Waste Control Comm. 10 10 6,361 Other 657 657 1,951 Interest and fiscal fees (7,180) (7,180) (8,889) Total Non oqeratinq 417,850 306,156 724,006 640,374 Net Income 186,955 211,559 398,514 164,641 Retained Earninas Januarv 1 7,518,604 2,288,046 9,806,650 9,642,009 Retained Earnings December 31 $7,705,559 $2,499,605 $10,205,164 $9,806,650 (See notes to financial statements) i 1 i _8�_ 1 i F-8 City of Brooklyn Center Recycling Refuse Fund STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN RETAINED EARNINGS For the Year Ended December 31, 1989 1989 Operatina Revenues Recycling service fees $54,449 Recycling container sales 30,133 Gross Marqin 84,582 Operatinq Ex�enses Supplies 69,798 Other services 79,166 Total Oneratinq Expenses 148,964 Operatina Income (64,382) Nono�eratinq Revenues or Expenses(-1 Intergovernmental revenue 90,431 Interest and fiscal agent fees (6,689) Nono�eratinq Totals 83,742 Net Income 19,360 Retained Earninqs Januarv 1 0 Retained Earnings December 31 $19,360 (See notes to financial statements) -88- City of Brooklyn Center S Public Utilities Fund SCHEDULE OF WATER OPERATING EXPENSE For the Year Ended December 31, 1989 Classification by Function Source of Admin- Customer Year Ended December 31. S UqpIV Transmission istration Accountinq 1989 1988 Personal Services: Salaries and wages $39,287 $59,863 $56,979 $35,829 $191,958 $192,829 Payroll taxes 13,948 13,948 13,588 Employee benefits 11,348 11,348 9,276 39,287 59,863 82,275 35,829 217,254 215,693 Supplies and material 77,175 12,654 197 392 90,418 120,961 Heat, liqht and �ower: Electricity 126,224 3,262 129,486 136,970 Gas 2,882 2,882 5,490 �o 129,106 3,262 132,368 142,460 Contractual Services: Professional services 224 43,114 43,338 20,077 Postage 12,369 12,369 11,307 Insurance 3,791 3,791 5,528 Repairs and maintenance 9,186 23,700 8,025 884 41,795 61,000 Rent and administration 104,405 104,405 98,668 Equipment rental 879 6,869 12,143 19,891 19,701 9,410 24,579 166,204 25,396 225,589 216,281 Depreciation 84,873 168,375 253,248 229,327 Totals $339,851 $268,733 $248,676 $61,617 $918,877 $924,722 (See notes to financial statements) ��w r�r r� r� rr �r �r r� �s r�r► �w r� r r� r� ri■r r_r r� ri■� r r�r r� ���r rr �w City of Brooklyn Center S-7 Public Utilities Fund SCHEDULE OF SEWER OPERATING EXPENSE For the Year Ended December 31, 1989 Classification by Function Disposal Admin- Customer Year Ended December 31. Pumpinq Transmission istration Accountinq 1989 1988 Personal Services: Salaries and wages $26,428 $36,209 $20,728 $83,365 $71,373 Payroll taxes 13,948 13,948 13,588 Employee benefits 11,348 11,348 9,276 26,428 36,209 46,024 108,661 94,237 Supblies and material 7,967 12,119 77 20,163 21,501 Heat, liaht and power 16,248 16,248 14,810 Contractual Services: o Professional services 1,706 1,706 3,171 Postage $2,772 2,772 3,537 Insurance 3,791 3,791 5,528 Repairs and maintenance 4,862 11,387 3,673 19,922 16,343 Rent and administration 104,405 104,405 98,668 Equipment rental 6,869 12,060 18,929 18,677 Metro Waste Control Commission 1,086,314 1,086,314 1,049,939 City of Brooklyn Park 27,301 27,301 25,732 1,118,477 11,387 120,444 14,832 1,265,140 1,221,595 Denreciation 39,539 49,682 89,221 98,454 Totals $1,208,659 $109,397 $166,545 $14,832 $1,499,433 $1,450,597 (See notes to financial statements) 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 seetion is: �m�,�ayee Deferred Co�g�rsation F�d: This fund was established to account f or f unds on deposit with the trustees w ho administer the City sponsored def erred compensation plan. r -91- City of Brooklyn Center G Employee Deferred Compensation Fund STATEMENT OF CHANGES IN ASSETS AND LIABILITIES For the Year Ended December 31, 1989 Balance Balance December 31, December 31, 1988 Additions Deductions 1989 ASSETS Investments for deferred compensation plans held by trustees (1) $1,339,628 $337,553 $74,926 $1,602,255 TOTAL ASSETS $1,339,628 $337,553 $74,926 $1,602,255 LIABILITIES Due to employees for deferred compensation $1,339,628 $337,553 $74,926 $1,602,255 TOTAL LIABILITIES $1,339,628 $337,553 $74,926 $1,602,255 (See notes to financial statements) (1) Investments are reported at market value. -92- r City of Brooklyn Center, Minnesota G�NERAL FIX .�D ASSET ACCOUNT GROIIP The General Fixed Asset Account Group was establ ished to account for the City's fixed assets which are not accounted for in an enterprise fund, and which are tangibl e in nature, hav e a 1 ife longer than the current fiscal year, and have a significant value. Depreciation is not recorded on those assets. -93- City of Brooklyn Center S-8 SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY SOURCE For the Year Ended December 31, 1989 Balance Balance January 1, December 31, 1989 Acauisitions Dis�osals 1989 Investments in General Fixed Assets Land $2,893,399 $2,893,399 Buildings and improvements 4,255,714 $5,066,593 $6,531 9,315,776 Park improvements 3,057,316 11,204 12,215 3,056,305 Furniture 568,387 144,904 13,128 700,163 Departmental equipment 3,439,349 319,740 194,404 3,564,685 Total Investments in General Fixed Assets $14,214,165 $5,542,441 $226,278 $19,530,328 Sources of Investments General Indebtedness $461,507 $7,347 $454,160 General Fund revenues 5,271,527 $600,551 83,918 5,788,160 Liquor store income 234,147 3,727 230,420 Contributions 251,758 4,008 247,750 Capital projects funds: G.O. bonds 3,129,798 1,860,896 49,824 4,940,870 Tax levies 216,716 2,860,994 3,450 3,074,260 Sale of assets 128,159 2,040 126,119 Debt Service Funds excess 162,132 2,581 159,551 Capital Projects Fund Balance 3,221,700 51,287 3,170,413 Federal grants 889,440 220,000 14,159 1,095,281 State grants 247,281 3,937 243,344 Total Sources of Investments $14,214,165 $5,542,441 $226,278 $19,530,328 (See notes to financial statements) -94- i S-9 City of Brooklyn Center SCHEDULE OF GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY December 31, 1989 Other Function Land Buildinqs Imarovements E ui ment Total General government $400 $961 $325,539 $326,900 Government buildings $245,712 3,857,654 349,747 104,847 4,557,960 Public safety 1,630 1,855,906 1,857,536 i Public works 1,274,281 1,274,281 Recreation 257,239 257,239 I Parks 1,722,687 614,201 2,705,597 423,051 5,465,536 Economic Development Authority 925,000 4,841,891 23,985 5,790,876 Totals $2,893,399 $9,315,776 $3,056,305 $4,264,848 $19,530,328 (See notes to financial statements) $-10 City of Brooklyn Center SCHEDULE OF CHANGES IN GENERAL FIXED ASSETS BY FUNCTION AND ACTIVITY December 31, 1989 General Fixed General Fixed Assets Assets January 1, December 31, Function 1989 Additions Deductions 1989 General ov rmm g e e t $293,940 $52,086 $19,126 $326,900 Government buildings 4,343,854 214,106 4,557,960 Public safety 1,740,474 172,416 55,354 1,857,536 Public works 1,262,773 130,471 118,963 1,274,281 Recreation 207,840 56,606 7,207 257,239 Parks 5,427,998 63,166 25,628 5,465,536 Economic Development Authority 937,286 4,853,590 5,790,876 Totals $14,214,165 $5,542,441 $226,278 $19,530,328 (See notes to financial statements) -96- City of Brooklyn Center, Minnesota GENERAL LONG-TERM DEBT ACCOUN� 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 obl�gation of an Enterprise Fund of the City. -97- H I City of Brooklyn Center COMPARATIVE SCHEDULE OF GENERAL LONG-TERM DEBT December 31, 1989 December 31, 1989 1988 Amounts Available and to be Provided Amounts available in Debt Service Funds $4,081,662 $3,617,203 Amounts to be provided: From future tax levies 201,293 From future tax increments 3,883,338 5,063,465 From future gas tax allocations 120,000 180,000 Total Available and to be Provided $8,085,000 $9,061,961 General Lona-Term Debt Pavable General Obligation Bonds $1,130,000 $1,440,000 Special Assessment Bonds 970,000 1,220,000 Tax Increment Bonds 5,985,000 6,060,000 Sick and vacation accruals 341,961 Total General Long-Term Debt $8,085,000 $9,061,961 (See notes to financial statements) i -98- City of Brooklyn Center I SUMMARY OF DEBT SERVICE REQUIREMENTS TO MATURITY December 31, 1989 General G.O. Special G.O. Tax Water Debt Obliqation Bonds Assessment Bonds Increment Bonds Revenue Bonds Service Reauirements Year Princi�al Interest Princi�al Interest Princi�al Interest Princi�al Interest Princi�al Interest 1990 $180,000 $77,175 $225,000 $41,979 $125,000 $466,838 $45,000 $5,265 $575,�0 $591,257 1991 340,000 58,445 215,000 31,775 135,000 457,650 45,000 3,510 735,000 551,380 1992 300,000 34,810 145,000 23,260 200,000 445,488 45,000 1,755 690,000 505,313 1993 310,000 11,780 110,000 17,158 240,000 429,282 660,000 458,220 1994 100,000 11,912 285,000 409,685 385,000 421,597 i 1995 85,000 7,131 340,000 385,957 425,000 393,088 1996 50,000 3,550 420,000 356,416 470,000 359,966 1997 40,000 1,100 420,000 323,325 460,000 324,425 1998 430,000 289,780 430,000 289,780 1999 510,000 252,395 510,000 252,395 2000 595,000 208,195 595,000 208,195 2001 690,000 156,795 690,000 156,795 2002 795,000 96,997 795,000 �,997 2003 800,000 32,400 800,000 32,400 $1,130,000 $182,210 $970,000 $137,865 $5,985,000 $4,311,203 $135,000 $10,530 $8,220,000 $4,641,808 e=eeeeee= oee=e==ea aoxeeoeox emoeaeeee eexe==e=a s===a==so eeaaxzm am:ama� =axx:::sa :emem=axa I I il City of Brooklyn Center, Minnesota STATISTICAL S�CTION 1 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 coverages and miscellaneous statistics. This information is intended to be useful and of interest to inv estors in City bonds, financial institutions, and others interested in municipal government financial statistics. With the exception of Table 9(Computation of Direct and Overlapping Debt) and information concerning school districts in the Miscellaneous Statistical Facts section, all statistical information sources were internal City records. The source of Table g information was the Hennepin County Department of Finance. The sources of school district information were the various school districts. -100- City of Brooklyn Center TABLE 1 I GENERAL GOVERNMENTAL EXPENDITURES AND OTHER USES BY FUNCTfON (1) Last Ten Fiscal Years Community Fiscal General Public Public Health Parks and Economic Non- Transfers Total Year Government SafetY Works Services Recreation Develobment Departmental Out Expenditures 1980 $839,307 $1,442,619 $1,103,166 $37,336 $917,224 $241,256 $490,000 $5,070,908 1981 910,131 1,588,149 1,176,447 39,385 1,162,878 197,790 $250,000 5,324,780 1982 1,007,781 1,901,839 1,213,941 36,244 1,122,299 247,755 5,529,859 0 1983 1,054,064 1,875,122 1,288,081 28,663 1,268,907 91,953 5,606,790 1 1984 1,112,173 1,985,108 1,383,039 30,437 1,319,298 337,624 6,167,679 1985 1,283,050 2,143,843 1,560,842 34,326 1,389,075 416,937 6,828,073 1986 1,487,876 2,288,062 1,549,584 45,294 1,405,020 378,688 7,154,524 1987 1,532,185 2,604,773 1,552,532 48,185 1,597,901 313,860 7,649,436 1988 1,768,607 2,716,205 1,768,918 69,117 1,706,516 $162,271 310,475 8,502,109 1989 $1,793,495 $3,103,222 $1,754,800 $81,043 $1,814,391 $168,305 $347,315 $9,062,571 (1) Funds included in this table are the General Fund. City of Brooklyn Center TABLE 2 GENERAL GOVERNMENTAL REVENUES AND OTHER FINANCING SOURCES BY SOURCE (1) Last Ten Fiscal Years General Fiscal Property Licenses Intergovern- Charges for Fines and Total Year Taxes Permits mental Services Forfeitures Misc. Transfers In Revenue 1980 $2,188,218 $195,931 $1,496,924 $451,688 $111,382 $300,338 $434,243 $5,178,724 1981 1,655,642 207,100 2,388,848 728,828 111,596 188,284 544,965 5,825,263 1982 1,935,403 249,015 2,213,486 790,333 146,204 195,945 407,309 5,937,695 1983 2,133,859 328,019 2,459,133 859,928 154,812 244,433 489,111 6,669,295 0 1984 2,407,352 296,667 2,524,494 919,796 158,823 337,201 330,452 6,974,785 1985 2,444,153 387,806 2,618,957 979,543 187,045 348,316 311,926 7,277,746 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 $,888,306 1989 $3,325,101 $365,247 $3,628,255 $1,124,167 $278,812 $425,356 $176,505 $9,323,443 (1) Funds included in this table are the General Fund. City of Brooklyn Center TABLE 3 TAX LEVIES AND TAX COLLECTIONS (1) Last Ten Fiscal Years Collections Percentage Collections of Current of Levy of Prio� Total Delinquent Year's Taxes Collected Year's Taxes Collections Delinquent Taxes as Year During Fiscal During Fiscal During Fiscal Total as a�/o of Taxes a�/o of Collected Tax Levy� Period Period Period Collections Tax Lew Receivable Tax LevY 1980 $2,350,734 $2,306,803 98.13% $62,371 $2,369,174 100.78% $135,953 5.78% 1981 2,746,020 2,619,758 95.409io 27,183 2,646,941 96.39% 235,032 8.56% 1982 2,965,702 2,854,688 96.26% 45,419 2,900,107 97.79% 300,627 10.14% 1983 2,482,369 2,420,772 97.52% 75,437 2,496,209 100.56% 286,787 11.55% 0 w 1984 2,836,968 2,721,413 95.93% 111,596 2,833,009 99.86% 290,746 10.25% 1985 2,931,266 2,657,094 90.65% 178,709 2,835,803 96.74% 386,209 13.18% 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% I i 1988 3,576,812 3,488,174 97.52% 13,090 3,501,264 97.89% 105,521 2.95% 1989 $3,505,850 $3,418,111 97.50% $55,502 $3,473,613 99.08% $84,948 2.42% (1) Funds included in this table are the General Fund, 69 Bldg Bonds, Park Bonds, and H.R.A. (2) Includes property taxes only; lodging tax and tax increments are excluded. r City of Brooklyn Center TABLE 4 ASSESSED VALUE AND MARKET VALUE OF ALL TAXABLE PROPERTY (1) Last Ten Fiscal Years 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 Pooulation 31,230 30,990 30,820 30,830 30,820 30,630 30,267 29,759 29,420 28,578 Real Prope�rt Assessed value (2): T City: Capacity Homestead $70,506,973 $82,133,535 $74,268.430 $75,252,072 $78,112,774 $81,072,128 $90,912.548 $91,929,246 $90,162,927 511,834.805 Non-homestead 63,605,303 80,62B,961 104,715,944 122,369,087 124,305,853 126,444,994 125,109,658 139,433,999 154,031,355 19,707,824 Area-wide allocation (1,832,196) (1,680,82� (2,357,630) (1,437,243) (3,366,458 (2,134,213) (2,097,533) (1,345,864) (8.148.881) (977,841) 132,280,080 161,079,669 176,626,744 196,183,916 199,052,171 205,382,909 213,924,673 230,017,381 236,045,801 30,584,568 Less Tax Increment District 78,000 742,474 4,057,611 5,437,588 9,784,473 2,097,505 Total assessed value 132,280,080 161,079,669 176,B28,744 196,183,916 198,974,171 204,640,435 209,867,062 224,579,793 226,261,128 28,487,083 Estimated Market Value 451,519,456 604,637,366 657,701,757 725,476,089 775,162,400 788,107,800 813,377,800 854,848,550 910,338,300 950,483,900 Personal Prooertv i Assessed value 3,816,766 4,027,036 4,113,767 3,973,587 4,148,726 4,276,221 4,291,916 4,298,001 4,510,313 190,299 Estimated market value 8,876,200 9,365,200 9,566,900 9,240,000 9,848,200 9,944,700 9,981,200 9,990,700 10,489,100 3,827,500 �P I Total Taxable Prooertv Assessed value $136,096,846 $165,106,705 $180,740,511 $200,157,503 $203,122,897 $208,916,658 $214,158,978 $228,875,794 $230,771,441 $28,657,382 �_=====a� ====�aa== ===�sz::= ::_��:::a Estimated market value $460,395,656 $614,002,566 $B67,268,657 $734,716,089 $784,810,800 $798,052,500 $823,359,000 $884,837,250 $920,825,400 5954,091,400 Assessed Value as a percent of Estimated Market Value 29.56�Po 26.89�Po 27.09�i6 27.24a� 25.884U 26.18�i6 26.01gb 2B.46o� 25.069b 3.004b Per Caoita Valuations Assessed Value $4,358 $5,328 $5,864 $6,492 $6,591 $6,821 $7,076 $7,691 $7,844 51,003 Estimated Market Value $14,742 $19,813 $21,651 $23,831 $25,464 $28,055 $27,203 $29,081 $31,299 $33,386 (1) Source: City of Brooklyn Center Assessing Department (2) The Minnesota Legislature changed the property tax system for taxes payable in 1989. The tax base of property was changed from assessed values to tau capacity values. City of Brooklyn Center TABLE 5 TAX RATES AND TAX LEVIES Last Ten Fiscal Years TAX RATES IN MILLS (2) Hennepin School Districts County Total City, School, and County Year Vo-Tech No.286 No.279 No.281 No.11 Special No.286 No.279 No.281 No.11 Collectible Cit 1 School Earl Brown Osseo Robbinsdale Anoka Districts Earl Brown Osseo Robbinsdale Anoka 1980 17.245 1.681 42.981 39.345 41.473 43.212 34.580 96.487 92.851 94.979 95.037 1981 16.603 1.510 33.512 33.427 40.757 37.996 33.373 84.998 84.913 92.243 87.972 1982 16.397 1.469 38.781 42.993 50.524 46.847 33.567 90.214 94.426 101.957 96.811 1983 15.971 1.119 42.896 46.035 52.901 45.474 33.557 93.543 96.682 103.548 95.002 1984 17.096 1.446 49.965 54.909 58.326 55.225 35.007 103.514 108.458 111.875 107.328 1985 16.506 1.490 49.332 51.199 56.100 52.830 34.443 101.771 103.638 108.539 103.779 1986 17.183 1.535 52.545 54.345 59.450 55.740 35.566 106.829 108.629 113.734 108.489 1987 18.167 1.421 49.640 55.783 56.932 54.926 35.315 104.543 110.686 111.835 108.408 1988 19.237 1.493 59.372 61.859 58.433 62.181 38.405 118.507 120.994 117.568 119.823 TAX RATES IN TAX CAPACITY RATES 1989 14.260 1.223 43.440 54.465 49.189 51.384 32.898 91.821 102.846 97.570 98.542 i TAX LEVIES �N DOLLARS Hennepin School Districts County Total City, Year Vo-Tech No.286 No.279 No.281 No.11 Special Schools, Collectible Cit 1 School Earl Brown Osseo Robbinsdale Anoka Districts and Countv 1980 $2,350,734 $203,243 $1,737,432 $1,568,491 $1,650,314 $1,522,661 $4,711,671 $13,744,546 1981 2,746,020 237,607 1,939,916 1,636,937 2,058,145 766,972 5,925,084 15,310,681 1982 2,965,702 265,508 2,422,618 2,061,005 2,606,004 881,745 6 066 917 17,269,499 1983 2,482,369 202,256 2,790,808 2,625,207 2,781,573 1,049,119 6,716,839 1g,64g,17� 1984 2,836,968 287,933 3,328,173 3,090,749 3,178,504 1,279,696 7,085,080 21,087,103 1985 2,931,266 310,394 3,442,445 3,014,744 3,187,821 1,286,533 7,207,150 21,380,353 1986 2,886,824 327,794 3,776,253 3,194,101 3,476,104 1,329,107 7,593,315 22,583,498 1987 3,396,789 293,194 3,900,388 3,409,323 3,726,934 1,327,348 8,088,560 24,142,536 1988 3,576,812 307,506 4,602,806 3,782,157 3,875,906 1,537,601 8,862,771 26,545,559 1989 $3,505,850 $293,205 $4,059,518 $3,770,603 $3,791,546 $2,179,665 $8,776,213 $26,376,600 (1) Includes tax levy for the Housing and Redevelopment Authority of Brooklyn Center. (2) The tax base of property was changed from assessed values to tax capacity values by the Minnesota Legislature in 1989. ■r �■w r r w r r r r City of Brooklyn Center TABLE 6 SPECIAL ASSESSMENT COLLECTIONS Last Ten Fiscal Years Percent Current Collections Total Special Percent Collection Collections Year Assessment of of Prior Total to Current Collected Billinc�s Amount Billinqs Years Collections LevX 1980 $655,175 $572,104 87.32% $239, 038 $811,142 123.81 1981 395,439 335,859 84.93% 95,963 431,822 109.20% 0 1982 733,198 649,472 88.58% 95,962 745,434 101.67% 1983 981, 733 908, 531 92. 54% 57, 463 965, 994 98.40% 1984 813,013 768,241 94.49% 79 617 847 858 104.29% 1985 715,185 698,756 97.70% 84,781 783,537 109.56% 1986 631,296 631,165 99.98% 11,953 643,118 101.87% 1987 572 851 2 1 0 o II 55 68 96.39 /0 3,139 555,307 96.94 /o 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% 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 Pobulation Value Debt Service Fund Debt Values C aaita 1980 31,230 $136,096,846 $3,420,000 $403,728 $3,016,272 2.22% $96.58 1981 30,990 165,106,705 3,235,000 508,101 2,726,899 1.65% 87,gg 1982 30,820 180,740,511 3,040,000 606,062 2,433,938 1.35% 78.g7 1983 30,830 200,157,503 2,800,000 678,318 2,121,682 1.06% 68.82 o J 1984 30,820 203,122,897 2,545,000 628,786 1,916,214 0.94% 62.17 1985 30,630 208,916,656 2,290,000 846,014 1,443,986 0.69% 47.14 1986 30,267 214,158,978 2,020,000 945,736 1,074,264 0.50% 35.49 1987 29,759 228,875,794 1,740,000 683,294 1,056,706 0.46% 35.51 1988 29,420 230,771,441 1,440,000 751,408 688,592 0.30% 23.41 Less: Ratio of Net Net Tax Gross Amounts Net Bonded Debt to Bonded Fiscal Estimated Capacity Bonded in Debt Bonded Tax Capacity Debt Per Year Po�ulation Value Debt Service Fund Debt Value C aaita 1989 28,578 $28,657,382 $1,130,000 $274,843 $855,157 2.98% $2g.g2 w� �w iw w� r w� r■■ T I City of Brookiyn Center ab e 8 COMPUTATION OF LEGAL DEBT MARGIN December 31, 1989 Estimated market value for taxes payable in 1989 $954,091,400 Debt limit, 2% of market value 19,081,828 Total bonded debt 8,220,000 i Deductions (See Note 5): A. Bonds: 1. Special Assessment Bonds 970,000 2. State Aid Street Bonds 120,000 3. Utility Revenue Bonds 135,000 4. Tax Increment Bonds 5,985,000 7,210,000 B. General Debt Service Funds 274,843 Total Deductions 7,484,843 Total Debt Applicable to Debt Limit 735,157 Legal Debt Margin, December 31, 1989 $18,346,671 -108- City of Brooklyn Center TABLE 9 COMPUTATION OF DIRECT AND OVERLAPPING DEBT December 31, 1989 City's Share Governmental Unit Gross Debt Sinkina Funds Net Debt Percent Amount Direct Debt: City of Brooklyn Center (1) $1,130,000 $274,843 $855,157 100.0�/0 $855,157 Overlapping Debt: School Districts: No. 281 Robbinsdale 3,938,023 2,448,365 1,489,658 10.2% 151,945 994 325 11 An ka 20 415 000 3 562,031 16,852,969 5.9 No. o No.279 Osseo 49,830,000 3,669,000 46,161,000 26.8�/0 12,371,148 No. 286 Brooklyn Center 120,000 91,955 28,045 100.OMo 28,045 Area Vocational Technical School No. 287 3,300,000 949,095 2,350,905 4.9°k 115,194 Metropolitan Transit 10,950,000 5,707,000 5,243,000 1.5% 78,645 Metropolitan Council (2) 52,090,000 21,751,044 30,338,956 1.5�/0 455,084 Metropolitan Airport (3) 0 0 0 0.0% 0 Hennepin County 96,775,000 8,652,910 88,122,090 2.7�/0 2,379,296 Hennepin County Park Reserve District (4) 3,800,000 26,142 3,773,858 2.7% 101,894 Total Overlaopinq Debt 241,218,023 46,857,542 194,360,481 16,675,578 Total Direct and Overlapping Debt $242,348,023 $47,132,385 $195,215,638 $17,530,735 (1) Includes only general obligation debt which is being repaid through property taxes. (2) Excludes $371,881,000 less $134,440,000 in sinking funds of Metropolitan Council issued G.O. Sewer Bonds. These bonds are supported from sewer charges to governments (including Brooklyn Center) in the metropolitan sewer system. (3) Excludes $161,695,000 less $37,454,470 in sinking funds of G.O. Airport bonds supported from airport user fees. (4) Excludes $2,395,000 less $256,042 in sinking funds of Hennepin County issued G.O. Baker Golf Revenue Bonds. These bonds are supported from golf fees at Baker Park golf course. Direct Overlapping Comqarative Net Debt Ratios Charaeable to Citv Total Debt Debt Debt to tax capaciry value $28,657,382 61.17�/0 2.98�/0 58.199�0 Debt to market value $954,091,400 1.84% 0.09�/0 1.759� Per capita debt, population 28,578 $613.43 $29.92 $583.51 I I �'i i I TABLE 10 City of Brooklyn Center RATIO OF ANNUAL DEBT SERVICE EXPENDITURES FOR GENERAL BONDED DEBT TO TOTAL GENERAL EXPENDITURES Last Ten Fiscal Years Debt Service Total (1) Total (2) as a Percent Debt General of General Year Princiaal Interest Service Exqenditures Exaenditures 1980 $195,000 $134,211 $329,211 $5,070,908 6.49% 1981 185,000 226,785 411,785 5,324,780 7.73% 1982 195, 000 224,100 419,100 5, 529, 859 7.58% 1983 240,000 210,620 450,620 5,606,790 8.04% 1984 255, 000 250,132 505,132 6,167, 679 8.19% 1985 255 000 251 095 506 095 6 828 073 7.41 1986 275,000 507,558 782,558 7,154,524 10.94% 1987(3) 2,475,000 930,252 3,405,252 7,649,436 44.52% 1988 640,000 682,561 1,322,561 8,502,109 15.56% 1989 $635,000 $626,068 $1,261,068 $9,062,571 13.92% (1) For years 1979 through 1986, General Obligation Bonds and G.O. Tax Increment Bonds are included. From 1987 onward, Improvement Bonds, formerly Special Assessment Bonds, are also included. (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. -110- City of Brooklyn Center TABLE 11 SCHEDULE OF REVENUE BOND COVERAGE Last Ten Fiscal Years Ratio of Net Net Revenue Gross Revenue to Debt Year Revenue E�x enses�l,1 Available Principal Interest Total Service 1980 $1,950,340 $952,850 $997,490 $35,000 $21,645 $56,645 17.609 :1 1981 2 272 211 1 1 2 1 40 000 20 280 60 280 17.966 :1 89, 03 ,083,008 1982 2,242,053 1,565,291 676,762 40,000 18,720 58,720 11.525 :1 1983 2,195,913 1,465,713 730,200 40,000 17,160 57,160 12.775 :1 1984 2 386 974 1 550 216 836 758 40 000 15,600 55,600 15.050 :1 1985 2,435,238 1,549,645 885,593 45,000 14,040 59,040 15.000 :1 1986 2,316,456 1,613,187 703,269 45,000 12,399 57,399 12.252 :1 1987 2 330 310 1 679 915 650 395 45 000 10 786 55 786 11.659 :1 1988 2,548,849 2,047,568 501,281 45,000 8,889 53,889 9.302 :1 1989 $2,824,004 $2,075,841 $748,163 $45,000 $7,180 $52,180 14.338 :1 (1) Excludes depreciation and interest on bonds. r -111- r �w r City of Brooklyn Center TABLE 12 PROPERTY VALUE AND CONSTRUCTION Last Ten Fiscal Years Commercial Residential Construction (1) Construction (1) Property Value (2) Bank Year Value Units Value Commercial Residential Non-Taxable De�osits(31 1980 $12,544,300 43 $3,061,000 $161,917,915 $330,196,500 $50,386,615 N/A 1981 12,926,950 33 1,157,000 215,536,256 392,096,600 52,828,091 N/A 1982 2,497,700 70 2,055,000 228,523,271 483,354,800 52,828,091 N/A 1983 5,342,000 140 8,677,800 235,045,689 490,430,400 52,828,091 N/A 1984 6,037,900 77 8,954,300 268,460,800 506,701,600 52,828,091 N/A N 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 (1) Construction values were supplied by the City of Brooklyn Center Planning Department. (2) Estimated market values were supplied by the City of Brooklyn Center Assessing Department. (3) Bank deposits were supplied by the banks. City of Brooklyn Center TABLE 13 PRINCIPAL TAXPAYERS December 31, 1989 Percentage 1989 of total Market Market Taxqavers Tvqe of Business Valuation Value Equitable Real Estate Society of America Brookdale Shopping Center $47,048,200 4.93% Ryan Construction Office Buildings 21,532,600 2.26% Shingle Creek Plaza II Land, Warehouse and Office Buildings 13,607,500 1.43% Norman Chazin Apartment Buildings 12,231,100 1.28% Robert H. Bradley Office and Warehouse Building 11,003,200 1.15% Commercial Partners Brookdale Square Shopping Center 10,921,600 1.14% Twin Lake North Company Apartments 8,843,000 0.93% Sears Roebeck and Company Sears Department Store 8,662,900 0.91% Cigna Real Estate Funds, Office Buildings 8,498,700 0.89% Ltd. Partnership Plaza Real Estate Partners Hotel/Motel 7,893,600 0.83% Total Market Value $150,242,400 15.75% (1) Market values were supplied by the City of Brooklyn Center Assessing Department. -113- City of Brooklyn Center Table 14 SCHEDULE OF INSURANCE COVERAGE Effective January 1, 1990 (Continued next page) Policy Period Tvoe of Coveraae and Details From To Liabilitv Limits I. Statutorv Liabilitv to Emplovees a. Workers' Compensation 01-01-90 01-01-91 Statutory (participant in the League of Minnesota Cities Insurance Trust Self-Insured Workers' Compensation Program) II. Liabilitv to the Public a. Generalliability, comprehensive 01-01-90 01-01-91 (1) Bodily injury $600,000 combined single limit (2) Property damage $600,000 combined single limit (3) Personal injury $600,000 combined single limit The 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 b. Automobile liability, comprehensive 01-01-90 01-01-91 (1) Bodily injury $600,000 occurrence (2) Property damage $600,000 occurrence (3) Uninsured motorist $600,000 occurrence c. Liquor stores' dram shop 01-01-90 01-01-91 $1,000,000 each common cause d. Golf Course and Central Park 04-01-90 10-31-90 $1,000,000 each common liquor liability cause III. L oss of Income on Citv Enternrises a. Liquor stores 01-01-90 01-01-91 $450,000 b. Public utilities 01-01-90 01-01-91 $450,000 -114- City of Brooklyn Center Table 14 SCHEDULE OF INSURANCE COVERAGE (Continued from prior page) Effective January 1, 1990 Buildings and Policy Period Structures Content: (Replacement (Replacement Tvpe of Coveraqe and Details From To Cost� Cost� IV. Insurance on Citv Prooertv 01-01-90 01-01-91 a. Public and institutional property, all risk, blanket I $18,908,000; $1,000 deductible replacement value on buildings. (1) Civic Center $4,917,000 $492,000 (2) East Fire Station $529,000 $59,000 (3) Municipal Service Garage $1,200,000 $231,000 (4) Elevated Water Towers 3 locations $2,742,000 $0 (5) Park Shelter Buildings 17 locations $1,333,000 $76,000 (6) Pump Houses 7 locations $462,000 $126,000 (7) Lift Stations 9 locations $320,000 $71,000 (8) Meter Station $15,000 $0 (9) Storage Building $254,000 $0 (10) Outdoor lighting systems 7 locations $300,000 $0 (11) Liquor Store and Fire Station $501,000 $211,000 (12) Humboldt Liquor Store $221,000 $171,000 (13) Leased Liquor Store $0 $215,000 (14) Movable Properties $0 $186,000 (15) Pedestrian Bridge $453,000 $0 (16) Picnic Shelter $50,000 $0 (17) Earle Brown Heritage Center $5,642,000 $1,121,000 (18) Centerbrook Golf Course Club House $221,000 $22,000 (19) Centerbrook Golf Course Garage $16,000 $2,000 (20) Lions Park Concession Stand $32,000 $3,000 Liabilitv Limits b. Boiler and machinery 01-01-90 01-01-91 $3,000,000 per accident c. Automotive physical damage 01-01-90 01-01-91 (1) Comprehensive ACV $250 deductible (2) Collision ACV $500 deductible V. Criminal Acts a. Faithful performance blanket position $100,000 per loss b. Money and securities (broad form) Various c. Depositor's forgery $100,000 -115- City of Brooklyn Center TABLE 15 SCHEDULE OF CASH AND TEMPORARY CASH INVESTMENTS December 31, 1989 Cash in Banks Marquette Bank Brookdale Brookiyn Center, Minnesota $227,413 First National Bank of Minneapolis, Minneapolis, Minnesota 1,616 Temporary Investments: Carrying Investment Tvpe Interest Rate Maturitv Amount Commercial Paper 8.271 1990 $1,720,833 U.S. Treasury bond 4.25 1992 75,000 U.S. Treasury notes 7.036-9.125 1990 3,459,797 Federal Home Loan Bank bonds 6.55-10.00 1990-1992 7,150,098 Federal National Mortgage Association bonds 7.12-12.00 1990-1992 7,469,715 Federal Farm Credit Bank bonds 8.30-9.75 1990 4,600,000 Total Temporary Investments 24,475,443 Total Cash and Investments per Note 2 24,704,472 i Interfund borrowings -(temporary improvement notes) 4,037,568 Accrued interest on investments 513,514 Change funds 5,360 Performance Deposits (1,500) Total Cash �Temporary Investments and Restricted Investments $29,259,414 -116- City of Brooklyn Center TABLE 16 DEMOGRAPHIC STATISTICS Last Ten Fiscal Years School Enrollments (2) Per No 286 Fiscal Capita No 11 Earle No 281 No 279 Unemployment Year Population Incomelll Anoka Brown Robbinsdale Osseo Rate 1980 31,230 $12,344 1,337 1,367 775 2,649 4.7% 1981 30,990 13,978 1,292 1,327 700 2,442 6.4% 1982 30,820 14,879 1,238 1,298 630 2,263 6.5% 1983 30,830 15,626 1,300 1,311 622 2,184 6.4% 1984 30,820 17,222 1,103 1,310 700 2,039 4.8% J 1 1985 30,630 18,240 1,032 1,326 567 2,003 4.5% 1986 30,267 19,303 1,011 1,361 555 1,838 3.9% 1987 29,759 20,075 989 1,376 570 1,674 4.1 1988 29 420 20 878 989 1 456 563 1 674 3.5% 1989 28,578 $21,713 671 1,652 563 1,674 3.5% (1) Minnesota Department of Jobs and Training Regional Economic Information System, Bureau of Economic Analysis. Per capita income figures for 1981-1984 are revised as of 4/30/88. Figures for 1987, 1988, and 1989 are estimates. (2) School enrollment data was supplied by the schools. I r r TABLE 17 City of Brookiyn Center (Continued M{SCELLANEOUS STATISTICAL FACTS next page) December 31, 1989 Date of Incorporation February 14, 1911 Date of Adoption of City Charter November 8, 1966 Date City Charter Effective December 8, 1966 Form of Government Council-Manager Fiscal Year Begins January 1 Area of City 8 1/2 square miles Miles of Streets: C ity 104. 25 County 6.49 State 10J9 Miles of Storm Sewers 40.26 Number of Street Lights 994 Building Permits: Number Estimated Issued Cost 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 1984 545 15,606,354 1983 660 16,096,550 1982 516 5,968,824 1981 518 16,190,205 1980 563 $17,454,690 City Employees as of December 31, 1989 Regular full-time 132 Temporary or part-time 261 Total 393 Fire Protection: Number of Stations 2 Number of Full-time Employees 1 Number of Volunteer Firemen 38 Police Protection: Number of Stations 1 Number of Full-time Employees 50 Number of Part-time Employees 14 Police Department Vehicles 21 -118- City of Brooklyn Center TABLE 17 MISCELLANEOUS STATISTICAL FACTS (Continued December 31, 1989 next page) Parks and Recreation: Park property totals 522 acres developed to serve a wide variety of recreational interests. Area include playlots, playgrounds, playfields, trails, nature areas and an arboretum. Full-time employees 14 Part-time employees 200 Playgrounds 17 Park shelters 17 Ice skating rinks 10 Hockey rinks g Softball diamonds 26 Baseball diamonds 6 Tennis courts 1 g Basketball courts 1 g Municipal Water Plant: Number of connections 8,891 Average daily consumption in galtons 4,396,871 Peak daily consumption in gallons 11,408,000 Plant capacity gallons per day 16,500,000 Miles of water mains 112.22 Number of fire h drants Y 827 Number of wells g Number of elevated reservoirs 3 Storage capacity in gallons 3,000,000 Water rate per thousand gallons $0.43 Municipal Sewer Plant; Number of connections g,g16 Miles of sanitary sewer 104.73 Daily disposal capacity in gallons 8,497,440 Number of lift stations 1p Residential rate per quarter $25.15 Municipal Liquor Stores (Off-sale): Number of owned stores 2 Number of leased stores 1 1989 sales $2,414,126 Elections Last General Election Nov m r e be 8, 1988 Registered voters 19,690 Votes cast 15,462 Percentage of registered voters voting 78.5% Last Municipal Election 1988 Registered voters 19,690 Votes cast 15,462 Percentage of registered voters voting 78.5% -119-